10/30/2024 | Ameritas Advisory Services LLC | 254,654 | $4.60M | 0.2% | -32.5% | 2.131% | |
10/24/2024 | PFG Investments LLC | 28,136 | $508K | 0.0% | +6.0% | 0.235% | |
10/23/2024 | Allworth Financial LP | 2,503 | $45K | 0.0% | -27.2% | 0.021% | |
10/23/2024 | Elwood & Goetz Wealth Advisory Group LLC | 11,203 | $202K | 0.1% | +5.9% | 0.094% | |
10/22/2024 | Private Advisor Group LLC | 11,247 | $203K | 0.0% | -9.1% | 0.094% | |
10/21/2024 | Ledyard National Bank | 64,978 | $1.17M | 0.1% | -1.7% | 0.544% | |
|
10/16/2024 | Tsfg LLC | 5,500 | $99K | 0.0% | N/A | 0.046% | |
10/9/2024 | Money Design Co. Ltd. | 158,345 | $2.86M | 0.1% | -19.1% | 1.325% | |
10/8/2024 | CWM LLC | 13,231 | $239K | 0.0% | -5.3% | 0.111% | |
10/8/2024 | Perkins Coie Trust Co | 73,426 | $1.33M | 0.3% | -1.2% | 0.614% | |
8/22/2024 | Cetera Investment Advisers | 175,645 | $2.85M | 0.0% | +0.4% | 1.470% | |
8/14/2024 | Bank of Montreal Can | 76,253 | $1.34M | 0.0% | +6,389.6% | 0.638% | |
8/8/2024 | Oppenheimer Asset Management Inc. | 18,571 | $301K | 0.0% | +21.7% | 0.155% | |
8/7/2024 | PFG Investments LLC | 26,547 | $430K | 0.0% | -7.1% | 0.222% | |
8/5/2024 | Florin Court Capital LLP | 39,031 | $633K | 0.9% | N/A | 0.327% | |
8/2/2024 | Larson Financial Group LLC | 5,146 | $83K | 0.0% | +123.1% | 0.043% | |
7/30/2024 | Elwood & Goetz Wealth Advisory Group LLC | 10,575 | $171K | 0.0% | N/A | 0.088% | |
7/29/2024 | Ameritas Advisory Services LLC | 377,089 | $6.11M | 0.2% | +3.1% | 3.156% | |
7/15/2024 | Perkins Coie Trust Co | 74,339 | $1.20M | 0.3% | -22.2% | 0.622% | |
5/24/2024 | Cetera Advisors LLC | 160,699 | $2.48M | 0.0% | N/A | 1.345% | |
5/24/2024 | Cetera Investment Advisers | 174,942 | $2.70M | 0.0% | +7.6% | 1.464% | |
5/16/2024 | Jane Street Group LLC | 392,037 | $6.05M | 0.0% | +142.3% | 3.281% | |
5/9/2024 | Picton Mahoney Asset Management | 4,000 | $62K | 0.0% | -37.5% | 0.033% | |
5/9/2024 | Ledyard National Bank | 71,492 | $1.10M | 0.1% | -9.6% | 0.598% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 15,263 | $235K | 0.0% | -14.2% | 0.128% | |
4/30/2024 | Commonwealth Equity Services LLC | 65,238 | $1.01M | 0.0% | -10.1% | 0.535% | |
4/23/2024 | Fifth Third Bancorp | 9,956 | $154K | 0.0% | -21.3% | 0.082% | |
4/22/2024 | PFG Investments LLC | 28,565 | $440K | 0.0% | +8.8% | 0.234% | |
3/8/2024 | Trust Co. of Vermont | 9,427 | $155K | 0.0% | -31.0% | 0.066% | |
2/6/2024 | Picton Mahoney Asset Management | 6,400 | $105K | 0.0% | -37.3% | 0.045% | |
2/6/2024 | Peregrine Asset Advisers Inc. | 10,229 | $169K | 0.1% | -6.7% | 0.072% | |
2/6/2024 | Private Advisor Group LLC | 12,856 | $212K | 0.0% | N/A | 0.090% | |
2/6/2024 | SRS Capital Advisors Inc. | 18,206 | $300K | 0.0% | +239.3% | 0.127% | |
2/5/2024 | Ledyard National Bank | 79,056 | $1.30M | 0.1% | -3.2% | 0.553% | |
2/2/2024 | Gould Asset Management LLC CA | 12,990 | $214K | 0.1% | +7.0% | 0.091% | |
2/1/2024 | Parkside Financial Bank & Trust | 8,900 | $147K | 0.0% | N/A | 0.062% | |
1/29/2024 | Cook Wealth Management Group LLC | 14,591 | $225K | 0.1% | -23.7% | 0.102% | |
1/29/2024 | Money Design Co. Ltd. | 296,272 | $4.88M | 0.3% | -24.1% | 2.072% | |
1/24/2024 | International Assets Investment Management LLC | 18,820 | $310K | 0.0% | N/A | 0.132% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 24,566 | $405K | 0.0% | -5.5% | 0.172% | |
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1/16/2024 | Raymond James & Associates | 28,692 | $473K | 0.0% | -11.0% | 0.201% | |
1/9/2024 | Perkins Coie Trust Co | 95,962 | $1.58M | 0.4% | +3.6% | 0.671% | |
11/15/2023 | Baker Avenue Asset Management LP | 2,840 | $41K | 0.0% | N/A | 0.020% | |
11/15/2023 | SRS Capital Advisors Inc. | 5,365 | $78K | 0.0% | +54.2% | 0.038% | |
11/13/2023 | Kestra Advisory Services LLC | 27,056 | $392K | 0.0% | +3.6% | 0.189% | |
11/9/2023 | UBS Group AG | 177,815 | $2.58M | 0.0% | -19.4% | 1.243% | |
11/8/2023 | Oppenheimer Asset Management Inc. | 15,151 | $220K | 0.0% | +20.1% | 0.106% | |
11/8/2023 | Stonebridge Financial Planning Group LLC | 17,255 | $250K | 0.2% | -19.2% | 0.121% | |
11/6/2023 | PFG Investments LLC | 26,094 | $378K | 0.1% | -2.6% | 0.182% | |
11/4/2023 | NBC Securities Inc. | 2,864 | $41K | 0.0% | N/A | 0.020% | |
10/31/2023 | Peregrine Asset Advisers Inc. | 10,967 | $159K | 0.1% | N/A | 0.077% | |
10/31/2023 | Cook Wealth Management Group LLC | 19,122 | $258K | 0.2% | +55.8% | 0.134% | |
10/31/2023 | Fifth Third Bancorp | 13,155 | $191K | 0.0% | +25.8% | 0.092% | |
10/30/2023 | Money Design Co. Ltd. | 390,281 | $5.66M | 0.3% | -8.8% | 2.729% | |
10/27/2023 | Dunhill Financial LLC | 62,211 | $884K | 0.6% | +18.4% | 0.435% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 26,009 | $377K | 0.0% | +19.2% | 0.182% | |
10/24/2023 | Raymond James & Associates | 32,227 | $467K | 0.0% | -2.6% | 0.225% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 18,663 | $270K | 0.0% | -11.3% | 0.131% | |
10/23/2023 | Commonwealth Equity Services LLC | 94,484 | $1.37M | 0.0% | -8.3% | 0.661% | |
10/12/2023 | WealthOne LLC | 15,579 | $226K | 0.1% | -20.4% | 0.109% | |
10/11/2023 | Perkins Coie Trust Co | 92,595 | $1.34M | 0.4% | +3.6% | 0.648% | |
8/23/2023 | Dunhill Financial LLC | 52,526 | $918K | 0.6% | N/A | 0.367% | |
8/15/2023 | BlueCrest Capital Management Ltd | 27,295 | $477K | 0.0% | N/A | 0.191% | |
8/11/2023 | Kestra Advisory Services LLC | 26,110 | $456K | 0.0% | +5.6% | 0.183% | |
8/10/2023 | Elmwood Wealth Management Inc. | 52,896 | $924K | 0.4% | -2.9% | 0.370% | |
8/10/2023 | Ledyard National Bank | 81,855 | $1.43M | 0.2% | -3.5% | 0.572% | |
8/10/2023 | Cetera Investment Advisers | 162,555 | $2.84M | 0.0% | -2.3% | 1.137% | |
8/9/2023 | Baltimore Washington Financial Advisors Inc. | 12,721 | $222K | 0.0% | -5.7% | 0.089% | |
8/8/2023 | Catalyst Capital Advisors LLC | 10,371 | $181K | 0.0% | -16.4% | 0.073% | |
8/3/2023 | Atria Wealth Solutions Inc. | 10,535 | $184K | 0.0% | -17.3% | 0.067% | |
8/3/2023 | PFG Investments LLC | 26,798 | $468K | 0.1% | +6.9% | 0.170% | |
8/2/2023 | Bank of Montreal Can | 20,880 | $377K | 0.0% | N/A | 0.133% | |
7/31/2023 | LPL Financial LLC | 236,829 | $4.14M | 0.0% | -0.5% | 1.504% | |
7/31/2023 | Cook Wealth Management Group LLC | 12,277 | $211K | 0.2% | -14.3% | 0.078% | |
7/28/2023 | First Republic Investment Management Inc. | 42,157 | $736K | 0.0% | -11.2% | 0.268% | |
7/28/2023 | Money Design Co. Ltd. | 427,819 | $7.47M | 0.4% | -6.6% | 2.716% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 21,825 | $381K | 0.0% | -15.6% | 0.139% | |
7/25/2023 | Raymond James & Associates | 33,086 | $578K | 0.0% | -12.9% | 0.210% | |
7/21/2023 | Millburn Ridgefield Corp | 10,488 | $183K | 0.0% | -28.4% | 0.067% | |
7/14/2023 | Perkins Coie Trust Co | 89,378 | $1.56M | 0.4% | -0.8% | 0.567% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 21,030 | $367K | 0.0% | -76.3% | 0.134% | |
5/15/2023 | Catalyst Capital Advisors LLC | 12,402 | $222K | 0.0% | -5.9% | 0.079% | |
5/11/2023 | PFG Investments LLC | 25,072 | $448K | 0.1% | N/A | 0.159% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 88,643 | $1.58M | 0.0% | +197.5% | 0.563% | |
5/10/2023 | Oppenheimer Asset Management Inc. | 12,269 | $219K | 0.0% | -7.3% | 0.078% | |
5/10/2023 | LPL Financial LLC | 237,980 | $4.25M | 0.0% | -6.3% | 1.511% | |
5/8/2023 | Global Retirement Partners LLC | 1,441 | $25K | 0.0% | +403.8% | 0.009% | |
5/4/2023 | Cook Wealth Management Group LLC | 14,324 | $257K | 0.2% | +31.2% | 0.091% | |
5/4/2023 | Stonebridge Financial Planning Group LLC | 21,358 | $381K | 0.2% | +15.7% | 0.136% | |
4/28/2023 | Ameritas Advisory Services LLC | 335,975 | $6.06M | 0.3% | +0.6% | 2.055% | |
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4/28/2023 | Elmwood Wealth Management Inc. | 54,480 | $973K | 0.5% | +6.9% | 0.333% | |
4/27/2023 | Money Design Co. Ltd. | 458,233 | $8.18M | 0.5% | N/A | 2.803% | |
4/26/2023 | Bard Financial Services Inc. | 12,575 | $225K | 0.0% | +13.5% | 0.077% | |
4/25/2023 | Millburn Ridgefield Corp | 14,650 | $262K | 0.0% | +11.2% | 0.090% | |
4/25/2023 | Ledyard National Bank | 84,780 | $1.51M | 0.2% | -18.6% | 0.519% | |
4/20/2023 | WealthOne LLC | 20,634 | $369K | 0.1% | -7.2% | 0.126% | |
4/17/2023 | GPS Wealth Strategies Group LLC | 1,805 | $32K | 0.0% | N/A | 0.011% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 25,862 | $462K | 0.0% | +13.3% | 0.158% | |
4/14/2023 | Raymond James & Associates | 38,002 | $679K | 0.0% | -11.5% | 0.232% | |
4/13/2023 | Perkins Coie Trust Co | 90,080 | $1.61M | 0.5% | +0.7% | 0.551% | |