11/1/2024 | Atria Investments Inc | 14,054 | $1.38M | 0.0% | -6.9% | 0.032% | |
10/30/2024 | White Lighthouse Investment Management Inc. | 20,255 | $1.99M | 0.4% | -2.5% | 0.047% | |
10/30/2024 | Guidance Point Advisors LLC | 2,380 | $234K | 0.1% | N/A | 0.005% | |
10/30/2024 | ASB Consultores LLC | 4,324 | $424K | 0.2% | +25.6% | 0.010% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 2,517 | $247K | 0.0% | N/A | 0.006% | |
10/28/2024 | Interchange Capital Partners LLC | 6,005 | $590K | 0.2% | -1.9% | 0.014% | |
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10/28/2024 | US Bancorp DE | 1,918 | $188K | 0.0% | -25.3% | 0.004% | |
10/25/2024 | Voisard Asset Management Group Inc. | 392 | $38K | 0.0% | N/A | 0.001% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 5,274 | $518K | 0.0% | +69.9% | 0.012% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 66,247 | $6.48M | 0.0% | +51.4% | 0.153% | |
10/22/2024 | International Assets Investment Management LLC | 49,259 | $4.84M | 0.0% | +16,654.8% | 0.114% | |
10/22/2024 | Courier Capital LLC | 3,142 | $308K | 0.0% | -7.4% | 0.007% | |
10/22/2024 | Private Advisor Group LLC | 9,184 | $902K | 0.0% | +9.1% | 0.021% | |
10/22/2024 | Leo Wealth LLC | 79,063 | $7.76M | 0.7% | +6.4% | 0.183% | |
10/22/2024 | Sequoia Financial Advisors LLC | 10,867 | $1.07M | 0.0% | +3.8% | 0.025% | |
10/18/2024 | Clarity Wealth Advisors LLC | 47,384 | $4.65M | 1.4% | -10.1% | 0.109% | |
10/18/2024 | Raymond James & Associates | 66,445 | $6.52M | 0.0% | +3.5% | 0.153% | |
10/18/2024 | Slow Capital Inc. | 16,689 | $1.64M | 0.3% | +1.4% | 0.039% | |
10/18/2024 | Blue Trust Inc. | 1,793 | $166K | 0.0% | +144.9% | 0.004% | |
10/16/2024 | Global Retirement Partners LLC | 5,422 | $532K | 0.0% | -38.2% | 0.013% | |
10/16/2024 | Nottingham Advisors Inc. | 70,067 | $6.88M | 0.8% | -6.4% | 0.162% | |
10/11/2024 | Creative Planning | 15,326 | $1.50M | 0.0% | -1.7% | 0.035% | |
10/11/2024 | Fiduciary Alliance LLC | 3,813 | $374K | 0.0% | N/A | 0.009% | |
10/10/2024 | Carnegie Investment Counsel | 2,150 | $211K | 0.0% | N/A | 0.005% | |
10/9/2024 | Maltin Wealth Management Inc. | 8,917 | $875K | 0.4% | -2.5% | 0.021% | |
10/9/2024 | Money Design Co. Ltd. | 72,695 | $7.14M | 0.4% | -6.5% | 0.168% | |
10/8/2024 | Royal Fund Management LLC | 147,802 | $14.51M | 0.9% | N/A | 0.341% | |
10/8/2024 | Brookstone Capital Management | 18,969 | $1.86M | 0.0% | +2.7% | 0.044% | |
10/8/2024 | Axiom Advisory LLC | 26,752 | $2.60M | 0.0% | +2.0% | 0.062% | |
10/7/2024 | Alpha Financial Partners LLC | 5,341 | $524K | 0.4% | N/A | 0.012% | |
10/3/2024 | Marotta Asset Management | 23,316 | $2.29M | 0.4% | -3.2% | 0.054% | |
9/11/2024 | Newbridge Financial Services Group Inc. | 10,744 | $997K | 0.4% | +44.7% | 0.025% | |
9/5/2024 | Sanctuary Advisors LLC | 35,213 | $3.14M | 0.0% | N/A | 0.081% | |
8/30/2024 | Gordian Capital Singapore Pte Ltd | 13,600 | $1.26M | 0.7% | +318.5% | 0.031% | |
8/21/2024 | Truist Financial Corp | 11,236 | $1.04M | 0.0% | +1.8% | 0.026% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 8,805 | $817K | 0.0% | +26.7% | 0.020% | |
8/16/2024 | Front Row Advisors LLC | 2,974 | $276K | 0.1% | -14.6% | 0.007% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 36,468 | $3.39M | 0.0% | +2.7% | 0.084% | |
8/16/2024 | Creative Planning | 15,591 | $1.45M | 0.0% | +5.0% | 0.036% | |
8/16/2024 | Susquehanna International Group LLP | 105,859 | $9.83M | 0.0% | +319.9% | 0.244% | |
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8/15/2024 | Lighthouse Investment Partners LLC | 3,560 | $331K | 0.0% | N/A | 0.008% | |
8/15/2024 | Element Pointe Advisors LLC | 2,381 | $221K | 0.1% | -60.5% | 0.005% | |
8/15/2024 | ELCO Management Co. LLC | 8,158 | $757K | 0.4% | -2.4% | 0.019% | |
8/14/2024 | Marshall Wace LLP | 12,325 | $1.14M | 0.0% | N/A | 0.028% | |
8/14/2024 | Bank of Montreal Can | 209,279 | $19.63M | 0.0% | +225.4% | 0.483% | |
8/13/2024 | Bulltick Wealth Management LLC | 4,887 | $454K | 0.1% | -44.7% | 0.011% | |
8/13/2024 | Transatlantique Private Wealth LLC | 26,901 | $2.50M | 1.0% | +12.5% | 0.062% | |
8/13/2024 | ASB Consultores LLC | 3,442 | $320K | 0.1% | +4.1% | 0.008% | |
8/12/2024 | WCG Wealth Advisors LLC | 19,720 | $1.83M | 0.1% | +4.0% | 0.046% | |
8/12/2024 | Blair William & Co. IL | 2,385 | $221K | 0.0% | -33.9% | 0.006% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 17,586 | $1.63M | 0.0% | -4.9% | 0.041% | |
8/9/2024 | Renaissance Technologies LLC | 6,300 | $585K | 0.0% | -70.1% | 0.015% | |
8/9/2024 | Rathbones Group PLC | 3,201 | $297K | 0.0% | -12.5% | 0.007% | |
8/8/2024 | Envestnet Asset Management Inc. | 263,225 | $24.44M | 0.0% | -4.8% | 0.608% | |
8/8/2024 | Ground Swell Capital LLC | 3,221 | $299K | 0.2% | N/A | 0.007% | |
8/6/2024 | Financial Gravity Asset Management Inc. | 414 | $38K | 0.0% | +50.0% | 0.001% | |
8/6/2024 | Strategic Financial Concepts LLC | 28,327 | $26K | 0.0% | N/A | 0.065% | |
8/5/2024 | Private Advisor Group LLC | 8,415 | $781K | 0.0% | -1.7% | 0.019% | |
8/3/2024 | National Bank of Canada FI | 14,358 | $1.33M | 0.0% | -6.7% | 0.033% | |
8/3/2024 | Nottingham Advisors Inc. | 74,823 | $6.95M | 0.8% | -34.2% | 0.173% | |
8/2/2024 | Carmichael Hill & Associates Inc. | 3,275 | $304K | 0.1% | -6.3% | 0.008% | |
8/2/2024 | Whalen Wealth Management Inc. | 2,564 | $238K | 0.2% | -5.0% | 0.006% | |
8/1/2024 | Interchange Capital Partners LLC | 6,123 | $568K | 0.2% | +2.9% | 0.014% | |
7/31/2024 | Aptus Capital Advisors LLC | 2,543 | $236K | 0.0% | -63.8% | 0.006% | |
7/31/2024 | Spire Wealth Management | 19,572 | $1.82M | 0.1% | -19.4% | 0.045% | |
7/31/2024 | Commonwealth Equity Services LLC | 103,534 | $9.61M | 0.0% | +19.5% | 0.239% | |
7/30/2024 | International Assets Investment Management LLC | 294 | $27K | 0.0% | N/A | 0.001% | |
7/29/2024 | Banco Santander S.A. | 46,459 | $4.31M | 0.1% | +13.4% | 0.107% | |
7/27/2024 | HB Wealth Management LLC | 3,812 | $354K | 0.0% | -2.9% | 0.009% | |
7/27/2024 | Strategic Blueprint LLC | 3,842 | $357K | 0.0% | -3.8% | 0.009% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 25,537 | $2.37M | 0.0% | -0.8% | 0.059% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 20,025 | $1.86M | 0.0% | N/A | 0.046% | |
7/26/2024 | Bank of New York Mellon Corp | 109,374 | $10.15M | 0.0% | -1.2% | 0.253% | |
7/24/2024 | Family Firm Inc. | 16,570 | $1.54M | 0.2% | +0.6% | 0.038% | |
7/23/2024 | Courier Capital LLC | 3,392 | $315K | 0.0% | -10.5% | 0.008% | |
7/23/2024 | Ayalon Insurance Comp Ltd. | 18,479 | $1.72M | 0.6% | -3.3% | 0.043% | |
7/22/2024 | Atria Wealth Solutions Inc. | 17,620 | $1.64M | 0.0% | -23.5% | 0.041% | |
7/19/2024 | Western Wealth Management LLC | 2,955 | $274K | 0.0% | -25.2% | 0.007% | |
7/19/2024 | CPR Investments Inc. | 14,592 | $1.36M | 1.1% | N/A | 0.034% | |
7/19/2024 | Raymond James & Associates | 64,222 | $5.96M | 0.0% | +12.4% | 0.148% | |
7/18/2024 | Brookstone Capital Management | 18,465 | $1.77M | 0.0% | +1.7% | 0.043% | |
7/18/2024 | Woodmont Investment Counsel LLC | 1,151,171 | $106.88M | 8.2% | +115,117,000.0% | 2.659% | |
7/18/2024 | Cordatus Wealth Management LLC | 3,338 | $310K | 0.1% | N/A | 0.008% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 4,726 | $439K | 0.0% | -2.5% | 0.011% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 3,105 | $288K | 0.0% | +12.3% | 0.007% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 2,715 | $252K | 0.0% | -8.5% | 0.006% | |
7/12/2024 | Opal Wealth Advisors LLC | 1,412 | $131K | 0.0% | N/A | 0.003% | |
7/9/2024 | Lynx Investment Advisory | 2,726 | $253K | 0.2% | N/A | 0.006% | |
7/2/2024 | Transcend Capital Advisors LLC | 24,402 | $2.27M | 0.2% | -1.2% | 0.056% | |
5/24/2024 | Cetera Advisors LLC | 9,981 | $930K | 0.0% | +61.3% | 0.023% | |
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5/24/2024 | Cetera Investment Advisers | 36,752 | $3.42M | 0.0% | +134.1% | 0.085% | |
5/21/2024 | Atria Investments Inc | 15,523 | $1.45M | 0.0% | +1.6% | 0.036% | |
5/17/2024 | Comerica Bank | 6,983 | $650K | 0.0% | -7.6% | 0.016% | |
5/17/2024 | Creekmur Asset Management LLC | 309 | $29K | 0.0% | -76.8% | 0.001% | |
5/16/2024 | Jane Street Group LLC | 291,452 | $27.15M | 0.0% | +1,645.2% | 0.673% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 6,952 | $648K | 0.0% | -3.3% | 0.016% | |
5/15/2024 | SVB Wealth LLC | 3,681 | $343K | 0.0% | -49.9% | 0.009% | |
5/14/2024 | EP Wealth Advisors LLC | 4,137 | $385K | 0.0% | -5.9% | 0.010% | |
5/14/2024 | Element Pointe Advisors LLC | 6,031 | $562K | 0.1% | -77.4% | 0.014% | |
5/13/2024 | Bessemer Group Inc. | 2,748 | $256K | 0.0% | -33.5% | 0.006% | |