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% | |
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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% | |
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% | |
5/9/2022 | Banque Cantonale Vaudoise | 658 | $100K | 0.0% | -63.3% | 0.134% | |
5/6/2022 | Valley National Advisers Inc. | 853 | $129K | 0.0% | -31.8% | 0.174% | |
4/26/2022 | Kestra Advisory Services LLC | 2,176 | $330K | 0.0% | +8.1% | 0.444% | |
4/21/2022 | Millburn Ridgefield Corp | 1,410 | $214K | 0.0% | +157.3% | 0.261% | |
4/13/2022 | Money Design Co. Ltd. | 6,810 | $1.03M | 0.1% | N/A | 1.261% | |
2/10/2022 | Pacific Sun Financial Corp | 3,870 | $592K | 0.3% | +3.8% | 0.717% | |
2/8/2022 | Bank of America Corp DE | 15,025 | $2.30M | 0.0% | +3.8% | 2.782% | |
2/3/2022 | Advisor Group Holdings Inc. | 1,761 | $269K | 0.0% | +45.7% | 0.326% | |
1/21/2022 | Harvest Group Wealth Management LLC | 11,875 | $1.82M | 1.0% | +110.8% | 2.199% | |
1/20/2022 | Kestra Advisory Services LLC | 2,013 | $308K | 0.0% | +4.1% | 0.373% | |
11/16/2021 | SeaCrest Wealth Management LLC | 4,000 | $573K | 0.1% | +48.1% | 0.800% | |
11/16/2021 | LPL Financial LLC | 19,118 | $2.74M | 0.0% | -4.6% | 3.824% | |
11/15/2021 | Pacific Sun Financial Corp | 3,730 | $535K | 0.3% | N/A | 0.746% | |
11/9/2021 | Catalyst Capital Advisors LLC | 577 | $83K | 0.0% | -12.8% | 0.115% | |
11/5/2021 | Advisor Group Holdings Inc. | 1,209 | $174K | 0.0% | -7.6% | 0.242% | |
11/3/2021 | Harvest Group Wealth Management LLC | 5,632 | $807K | 0.5% | +41.2% | 1.126% | |
11/2/2021 | Benjamin F. Edwards & Company Inc. | 360 | $52K | 0.0% | N/A | 0.072% | |
11/2/2021 | Cambridge Investment Research Advisors Inc. | 1,800 | $258K | 0.0% | +5.1% | 0.360% | |
10/21/2021 | Millburn Ridgefield Corp | 577 | $83K | 0.0% | -12.8% | 0.118% | |
10/19/2021 | Kestra Advisory Services LLC | 1,934 | $277K | 0.0% | +9.0% | 0.395% | |
8/16/2021 | Bank of America Corp DE | 8,661 | $1.23M | 0.0% | +8.5% | 1.968% | |
8/13/2021 | LPL Financial LLC | 20,032 | $2.84M | 0.0% | +475.5% | 4.553% | |
8/12/2021 | SeaCrest Wealth Management LLC | 2,700 | $382K | 0.0% | N/A | 0.614% | |
8/11/2021 | Susquehanna International Group LLP | 1,611 | $228K | 0.0% | N/A | 0.366% | |
8/6/2021 | Catalyst Capital Advisors LLC | 662 | $94K | 0.0% | N/A | 0.150% | |
8/2/2021 | Advisor Group Holdings Inc. | 1,308 | $185K | 0.0% | -7.6% | 0.297% | |
8/2/2021 | Harvest Group Wealth Management LLC | 3,988 | $564K | 0.3% | +90.6% | 0.906% | |
7/31/2021 | Creative Financial Designs Inc. ADV | 235 | $33K | 0.0% | N/A | 0.053% | |
5/18/2021 | Morgan Stanley | 16,921 | $2.26M | 0.0% | +2.4% | 4.230% | |
5/17/2021 | Royal Bank of Canada | 973 | $130K | 0.0% | -14.4% | 0.243% | |
5/17/2021 | Ameriprise Financial Inc. | 6,843 | $915K | 0.0% | +40.5% | 1.711% | |
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5/12/2021 | UBS Group AG | 2,254 | $301K | 0.0% | +162.4% | 0.564% | |
5/7/2021 | Valley National Advisers Inc. | 1,668 | $223K | 0.0% | -82.2% | 0.417% | |
5/4/2021 | Harvest Group Wealth Management LLC | 2,092 | $291K | 0.2% | +119.3% | 0.523% | |
3/26/2021 | Susquehanna International Group LLP | 4,346 | $523K | 0.0% | +104.1% | 1.278% | |
2/4/2021 | Cambridge Investment Research Advisors Inc. | 1,713 | $206K | 0.0% | N/A | 0.685% | |
1/20/2021 | Kestra Advisory Services LLC | 1,775 | $213K | 0.0% | N/A | 0.710% | |
11/13/2020 | Morgan Stanley | 15,285 | $1.53M | 0.0% | +0.6% | 6.114% | |
11/9/2020 | LPL Financial LLC | 2,748 | $275K | 0.0% | +5.6% | 1.099% | |