7/31/2025 | Money Design Co. Ltd. | 5,371 | $206K | 0.0% | -14.1% | 0.228% | |
7/24/2025 | Comprehensive Money Management Services LLC | 22,845 | $875K | 0.7% | -1.3% | 0.972% | |
7/18/2025 | PFG Investments LLC | 21,305 | $816K | 0.0% | +1.4% | 0.907% | |
7/16/2025 | Perigon Wealth Management LLC | 48,445 | $1.86M | 0.0% | -1.2% | 2.079% | |
7/11/2025 | Farther Finance Advisors LLC | 1,006 | $39K | 0.0% | +222.4% | 0.043% | |
7/11/2025 | SeaCrest Wealth Management LLC | 30,036 | $1.15M | 0.1% | +2.6% | 1.289% | |
5/29/2025 | Nova Wealth Management Inc. | 1,650 | $58K | 0.0% | +400.0% | 0.074% | |
5/21/2025 | Geneos Wealth Management Inc. | 1,440 | $51K | 0.0% | +400.0% | 0.065% | |
5/19/2025 | Advisory Alpha LLC | 6,468 | $229K | 0.0% | +400.2% | 0.291% | |
5/14/2025 | Flow Traders U.S. LLC | 15,420 | $546K | 0.0% | N/A | 0.691% | |
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5/14/2025 | Capital Analysts LLC | 22,825 | $809K | 0.0% | +396.5% | 1.024% | |
5/12/2025 | National Bank of Canada FI | 63,735 | $2.26M | 0.0% | +42,390.0% | 2.858% | |
5/7/2025 | LPL Financial LLC | 42,738 | $1.51M | 0.0% | +417.7% | 1.917% | |
5/6/2025 | Cetera Investment Advisers | 10,094 | $358K | 0.0% | +428.5% | 0.453% | |
4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 21,828 | $774K | 0.0% | +413.0% | 0.979% | |
4/28/2025 | Money Design Co. Ltd. | 6,256 | $222K | 0.0% | +381.2% | 0.281% | |
4/23/2025 | Perigon Wealth Management LLC | 49,019 | $1.74M | 0.0% | +404.8% | 2.179% | |
4/22/2025 | Comprehensive Money Management Services LLC | 23,155 | $821K | 0.7% | +379.1% | 1.029% | |
4/22/2025 | PFG Investments LLC | 21,010 | $745K | 0.0% | +381.4% | 0.934% | |
4/17/2025 | Pacific Sun Financial Corp | 16,705 | $592K | 0.3% | +401.7% | 0.742% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 9,750 | $346K | 0.0% | N/A | 0.433% | |
4/14/2025 | SOA Wealth Advisors LLC. | 743 | $26K | 0.0% | +398.7% | 0.033% | |
4/11/2025 | SeaCrest Wealth Management LLC | 29,286 | $1.04M | 0.1% | +368.1% | 1.302% | |
4/10/2025 | Bridge Creek Capital Management LLC | 6,200 | $220K | 0.1% | N/A | 0.276% | |
4/8/2025 | Advisory Alpha LLC | 6,467 | $229K | 0.0% | +400.2% | 0.287% | |
3/4/2025 | Comprehensive Money Management Services LLC | 4,833 | $828K | 0.7% | N/A | 0.221% | |
2/17/2025 | Cetera Investment Advisers | 1,910 | $327K | 0.0% | +26.8% | 0.444% | |
2/17/2025 | Bank of America Corp DE | 13,733 | $2.35M | 0.0% | -3.5% | 3.194% | |
2/14/2025 | Capital Analysts LLC | 4,597 | $788K | 0.0% | +6.8% | 1.069% | |
2/13/2025 | Raymond James Financial Inc. | 2,703 | $463K | 0.0% | N/A | 0.629% | |
2/10/2025 | Corient Private Wealth LLC | 2,200 | $377K | 0.0% | N/A | 0.512% | |
2/10/2025 | Commonwealth Equity Services LLC | 2,237 | $383K | 0.0% | +23.7% | 0.520% | |
2/6/2025 | Raymond James Financial Inc. | 2,703 | $463K | 0.0% | N/A | 0.629% | |
2/3/2025 | Boston Financial Mangement LLC | 2,304 | $395K | 0.0% | -4.8% | 0.536% | |
1/31/2025 | Global Retirement Partners LLC | 302 | $52K | 0.0% | N/A | 0.070% | |
1/30/2025 | Principal Securities Inc. | 170 | $29K | 0.0% | +161.5% | 0.040% | |
1/27/2025 | Silverlake Wealth Management LLC | 1,685 | $289K | 0.1% | -5.1% | 0.392% | |
1/23/2025 | Money Design Co. Ltd. | 1,300 | $223K | 0.0% | -18.1% | 0.302% | |
1/22/2025 | Perigon Wealth Management LLC | 9,710 | $1.72M | 0.0% | -5.2% | 2.258% | |
1/21/2025 | Harel Insurance Investments & Financial Services Ltd. | 4,255 | $729K | 0.0% | -2.4% | 0.990% | |
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11/15/2024 | Jane Street Group LLC | 1,873 | $338K | 0.0% | -26.6% | 0.436% | |
10/25/2024 | Boston Financial Mangement LLC | 2,419 | $437K | 0.0% | -14.7% | 0.563% | |
10/24/2024 | PFG Investments LLC | 4,393 | $793K | 0.1% | +2.8% | 1.022% | |
10/10/2024 | Silverlake Wealth Management LLC | 1,775 | $320K | 0.1% | +34.1% | 0.413% | |
10/9/2024 | Money Design Co. Ltd. | 1,587 | $286K | 0.0% | -11.1% | 0.369% | |
8/3/2024 | National Bank of Canada FI | 150 | $26K | 0.0% | -102.8% | 0.035% | |
7/31/2024 | Commonwealth Equity Services LLC | 1,868 | $319K | 0.0% | +23.2% | 0.434% | |
7/30/2024 | Boston Financial Mangement LLC | 2,837 | $484K | 0.0% | -5.4% | 0.660% | |
7/22/2024 | SeaCrest Wealth Management LLC | 6,256 | $1.07M | 0.1% | -3.1% | 1.455% | |
7/22/2024 | Harel Insurance Investments & Financial Services Ltd. | 4,020 | $686K | 0.0% | +20.2% | 0.935% | |
5/6/2024 | Advisory Alpha LLC | 1,290 | $216K | 0.0% | N/A | 0.300% | |
4/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 3,345 | $560K | 0.0% | -7.0% | 0.743% | |
4/22/2024 | PFG Investments LLC | 4,247 | $712K | 0.0% | +1.5% | 0.944% | |
2/13/2024 | 360 Financial Inc. | 17,040 | $2.60M | 1.1% | N/A | 3.215% | |
2/8/2024 | Pacific Sun Financial Corp | 3,330 | $508K | 0.3% | -4.0% | 0.628% | |
1/30/2024 | Capital Analysts LLC | 3,151 | $480K | 0.0% | +138.0% | 0.595% | |
1/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 3,598 | $548K | 0.0% | N/A | 0.679% | |
1/29/2024 | Money Design Co. Ltd. | 2,627 | $400K | 0.0% | -12.2% | 0.496% | |
1/16/2024 | Raymond James & Associates | 1,798 | $274K | 0.0% | +5.4% | 0.339% | |
11/9/2023 | Boston Financial Mangement LLC | 3,293 | $472K | 0.0% | +11.8% | 0.621% | |
10/30/2023 | Money Design Co. Ltd. | 2,993 | $429K | 0.0% | -31.6% | 0.565% | |
10/12/2023 | SeaCrest Wealth Management LLC | 6,478 | $928K | 0.1% | -4.1% | 1.222% | |
8/8/2023 | Catalyst Capital Advisors LLC | 825 | $133K | 0.0% | -15.5% | 0.176% | |
8/3/2023 | PFG Investments LLC | 4,157 | $672K | 0.1% | +2.4% | 0.884% | |
7/31/2023 | LPL Financial LLC | 5,818 | $940K | 0.0% | +9.1% | 1.238% | |
7/28/2023 | Money Design Co. Ltd. | 4,375 | $707K | 0.0% | -30.5% | 0.931% | |
7/19/2023 | TAP Consulting LLC | 8,323 | $1.35M | 0.3% | -2.4% | 1.771% | |
7/14/2023 | SeaCrest Wealth Management LLC | 6,753 | $1.09M | 0.1% | -8.2% | 1.437% | |
7/12/2023 | Pacific Sun Financial Corp | 3,630 | $528K | 0.4% | N/A | 0.772% | |
5/15/2023 | Catalyst Capital Advisors LLC | 976 | $142K | 0.0% | -7.5% | 0.191% | |
5/11/2023 | PFG Investments LLC | 4,060 | $591K | 0.1% | N/A | 0.796% | |
5/11/2023 | Brown Brothers Harriman & Co. | 282 | $41K | 0.0% | N/A | 0.055% | |
5/3/2023 | Insight Advisors LLC PA | 1,675 | $244K | 0.1% | -14.2% | 0.328% | |
4/27/2023 | Money Design Co. Ltd. | 6,298 | $917K | 0.1% | N/A | 1.235% | |
4/25/2023 | Millburn Ridgefield Corp | 976 | $142K | 0.0% | -7.5% | 0.191% | |
4/18/2023 | TAP Consulting LLC | 8,524 | $1.24M | 0.3% | N/A | 1.671% | |
2/21/2023 | Insight Advisors LLC PA | 1,953 | $265K | 0.1% | N/A | 0.399% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 1,650 | $225K | 0.0% | -17.7% | 0.337% | |
2/7/2023 | Catalyst Capital Advisors LLC | 1,055 | $144K | 0.0% | -14.8% | 0.215% | |
2/7/2023 | LPL Financial LLC | 4,940 | $673K | 0.0% | -47.9% | 1.008% | |
2/7/2023 | Envestnet Asset Management Inc. | 2,107 | $287K | 0.0% | +6.8% | 0.430% | |
1/27/2023 | Boston Financial Mangement LLC | 2,000 | $272K | 0.0% | +17.0% | 0.408% | |
1/20/2023 | Millburn Ridgefield Corp | 1,055 | $144K | 0.0% | -14.8% | 0.215% | |
11/16/2022 | SeaCrest Wealth Management LLC | 7,350 | $961K | 0.1% | -2.6% | 1.413% | |
11/15/2022 | First Capital Advisors Group LLC. | 925 | $121K | 0.1% | N/A | 0.178% | |
11/14/2022 | MML Investors Services LLC | 2,530 | $331K | 0.0% | +41.0% | 0.487% | |
11/14/2022 | Pacific Sun Financial Corp | 3,590 | $469K | 0.3% | -4.8% | 0.690% | |
11/10/2022 | Boston Financial Mangement LLC | 1,710 | $224K | 0.0% | +5.9% | 0.329% | |
11/8/2022 | Catalyst Capital Advisors LLC | 1,238 | $162K | 0.0% | -24.9% | 0.238% | |
11/3/2022 | Millburn Ridgefield Corp | 1,238 | $162K | 0.0% | -24.9% | 0.238% | |
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11/1/2022 | Kestra Advisory Services LLC | 2,369 | $310K | 0.0% | -5.6% | 0.456% | |
8/23/2022 | WCG Wealth Advisors LLC | 7,826 | $1.02M | 0.1% | N/A | 1.701% | |
8/9/2022 | SeaCrest Wealth Management LLC | 7,550 | $980K | 0.1% | +49.5% | 1.641% | |
8/8/2022 | Boston Financial Mangement LLC | 1,615 | $210K | 0.0% | N/A | 0.351% | |
8/2/2022 | Banque Cantonale Vaudoise | 198 | $26K | 0.0% | -69.9% | 0.043% | |
7/28/2022 | Pacific Sun Financial Corp | 3,770 | $489K | 0.3% | -2.6% | 0.820% | |
7/19/2022 | Millburn Ridgefield Corp | 1,648 | $214K | 0.0% | +16.9% | 0.358% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 1,967 | $255K | 0.0% | -58.3% | 0.428% | |
7/12/2022 | Money Design Co. Ltd. | 7,594 | $986K | 0.1% | +11.5% | 1.651% | |
5/10/2022 | Catalyst Capital Advisors LLC | 1,410 | $214K | 0.0% | +157.3% | 0.288% | |