11/15/2024 | Continuum Advisory LLC | 1,591 | $85K | 0.0% | +13.8% | 0.028% | |
11/15/2024 | MML Investors Services LLC | 8,236 | $466K | 0.0% | +3.9% | 0.147% | |
11/15/2024 | Jane Street Group LLC | 29,887 | $1.69M | 0.0% | -57.4% | 0.534% | |
11/15/2024 | Stifel Financial Corp | 4,625 | $262K | 0.0% | +16.4% | 0.083% | |
11/14/2024 | Flow Traders U.S. LLC | 57,605 | $3.26M | 0.2% | +187.8% | 1.029% | |
11/13/2024 | Townsquare Capital LLC | 21,052 | $1.19M | 0.0% | +9.0% | 0.376% | |
|
11/13/2024 | Avestar Capital LLC | 44,836 | $2.54M | 0.3% | -7.5% | 0.801% | |
11/12/2024 | Kingsview Wealth Management LLC | 30,028 | $1.70M | 0.0% | +9.2% | 0.536% | |
11/12/2024 | Cerity Partners LLC | 163,570 | $9.26M | 0.0% | -5.1% | 2.921% | |
11/12/2024 | Citigroup Inc. | 85,621 | $4.85M | 0.0% | +16.2% | 1.529% | |
11/12/2024 | 49 Wealth Management LLC | 36,759 | $2.08M | 0.3% | -32.1% | 0.656% | |
11/8/2024 | First Horizon Advisors Inc. | 101,157 | $5.73M | 0.2% | +36.6% | 1.806% | |
11/8/2024 | Segall Bryant & Hamill LLC | 167,922 | $9.51M | 0.1% | N/A | 2.999% | |
11/6/2024 | Linscomb Wealth Inc. | 154,577 | $8.75M | 0.4% | -4.4% | 2.760% | |
11/6/2024 | SAM Advisors LLC | 176,024 | $9.97M | 3.7% | +1.0% | 3.143% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 155,892 | $8.83M | 0.1% | +0.7% | 2.784% | |
11/4/2024 | Sigma Planning Corp | 6,902 | $391K | 0.0% | -17.4% | 0.123% | |
10/29/2024 | Cedar Point Capital Partners LLC | 24,723 | $1.40M | 1.0% | +2.7% | 0.441% | |
10/29/2024 | Lodestone Wealth Management LLC | 6,276 | $355K | 0.2% | -7.7% | 0.112% | |
10/29/2024 | Farther Finance Advisors LLC | 1,184 | $67K | 0.0% | +862.6% | 0.021% | |
10/28/2024 | Focus Financial Network Inc. | 25,525 | $1.45M | 0.1% | +5.2% | 0.456% | |
10/28/2024 | US Bancorp DE | 700 | $40K | 0.0% | -30.0% | 0.013% | |
10/25/2024 | Edge Financial Advisors LLC | 22,137 | $1.25M | 1.1% | N/A | 0.395% | |
10/24/2024 | Barnes Pettey Financial Advisors LLC | 7,782 | $441K | 0.4% | +49.3% | 0.139% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 14,682 | $831K | 0.0% | +93.8% | 0.262% | |
10/23/2024 | BKM Wealth Management LLC | 19,950 | $1.13M | 0.5% | +11.4% | 0.356% | |
10/23/2024 | Allworth Financial LP | 20,667 | $1.17M | 0.0% | -2.8% | 0.369% | |
10/22/2024 | International Assets Investment Management LLC | 2,673,533 | $151.40M | 0.0% | +1,591,288.7% | 47.742% | |
10/22/2024 | Private Advisor Group LLC | 18,178 | $1.03M | 0.0% | -12.9% | 0.325% | |
10/21/2024 | Sharkey Howes & Javer | 15,745 | $892K | 0.1% | -31.2% | 0.281% | |
10/18/2024 | Slow Capital Inc. | 13,534 | $766K | 0.1% | -1.4% | 0.242% | |
10/18/2024 | Precedent Wealth Partners LLC | 16,997 | $963K | 0.3% | -2.2% | 0.304% | |
10/16/2024 | Amplius Wealth Advisors LLC | 96,968 | $5.49M | 0.6% | -3.9% | 1.732% | |
10/8/2024 | Daymark Wealth Partners LLC | 10,198 | $577K | 0.0% | -2.3% | 0.182% | |
10/7/2024 | KWB Wealth | 140,253 | $7.59M | 1.0% | +4.7% | 2.505% | |
8/22/2024 | Cetera Investment Advisers | 23,279 | $1.26M | 0.0% | -0.8% | 0.416% | |
8/22/2024 | 3Chopt Investment Partners LLC | 8,993 | $486K | 0.1% | N/A | 0.161% | |
8/21/2024 | Truist Financial Corp | 4,141 | $224K | 0.0% | N/A | 0.074% | |
8/15/2024 | Daymark Wealth Partners LLC | 10,443 | $565K | 0.0% | -26.0% | 0.186% | |
8/9/2024 | Prime Capital Investment Advisors LLC | 154,873 | $8.38M | 0.1% | N/A | 2.766% | |
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8/8/2024 | Wealthspire Advisors LLC | 17,808 | $963K | 0.0% | -45.8% | 0.318% | |
8/8/2024 | Schiavi & Co LLC | 44,273 | $2.39M | 0.9% | -0.8% | 0.791% | |
8/8/2024 | Beverly Hills Private Wealth LLC | 3,852 | $208K | 0.0% | N/A | 0.069% | |
8/8/2024 | Linscomb Wealth Inc. | 161,611 | $8.74M | 0.5% | -2.4% | 2.886% | |
8/6/2024 | Financial Gravity Asset Management Inc. | 2,656 | $144K | 0.0% | N/A | 0.047% | |
8/6/2024 | Strategic Financial Concepts LLC | 495,640 | $268K | 0.0% | +980.2% | 8.851% | |
8/5/2024 | Private Advisor Group LLC | 20,880 | $1.13M | 0.0% | -2.5% | 0.373% | |
7/30/2024 | Wolf Group Capital Advisors | 33,382 | $1.81M | 0.7% | -20.6% | 0.596% | |
7/30/2024 | Key Financial Inc | 1,539 | $83K | 0.0% | N/A | 0.027% | |
7/26/2024 | Walkner Condon Financial Advisors LLC | 4,197 | $227K | 0.0% | +6.8% | 0.075% | |
7/24/2024 | EdgeRock Capital LLC | 8,945 | $484K | 0.4% | +13.3% | 0.160% | |
7/24/2024 | Slow Capital Inc. | 13,730 | $743K | 0.1% | -2.6% | 0.245% | |
7/24/2024 | &PARTNERS | 20,449 | $1.11M | 0.0% | N/A | 0.365% | |
7/24/2024 | MN Wealth Advisors LLC | 5,989 | $324K | 0.2% | -6.1% | 0.107% | |
7/23/2024 | Precedent Wealth Partners LLC | 17,381 | $940K | 0.4% | -1.4% | 0.310% | |
7/23/2024 | Amplius Wealth Advisors LLC | 100,907 | $5.46M | 0.6% | -3.8% | 1.802% | |
7/22/2024 | Focus Financial Network Inc. | 24,269 | $1.35M | 0.1% | +8.4% | 0.433% | |
7/20/2024 | First Horizon Advisors Inc. | 74,069 | $4.01M | 0.1% | +3.7% | 1.323% | |
7/20/2024 | Continuum Advisory LLC | 1,398 | $76K | 0.0% | +92.8% | 0.025% | |
7/19/2024 | Raymond James & Associates | 38,467 | $2.08M | 0.0% | -11.4% | 0.687% | |
7/19/2024 | Barnes Pettey Financial Advisors LLC | 5,212 | $282K | 0.2% | N/A | 0.093% | |
7/17/2024 | Sharkey Howes & Javer | 22,879 | $1.24M | 0.2% | +81.2% | 0.409% | |
7/16/2024 | Cedar Point Capital Partners LLC | 24,082 | $1.30M | 1.0% | -0.8% | 0.430% | |
7/16/2024 | Lodestone Wealth Management LLC | 6,802 | $368K | 0.2% | -5.3% | 0.121% | |
7/16/2024 | RHS Financial LLC | 109,641 | $5.93M | 3.6% | +2.3% | 1.958% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 7,576 | $410K | 0.0% | +15.8% | 0.135% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 3,858 | $209K | 0.0% | -32.5% | 0.069% | |
7/15/2024 | Occidental Asset Management LLC | 23,001 | $1.24M | 0.2% | +5.7% | 0.411% | |
7/15/2024 | Fifth Third Securities Inc. | 7,923 | $428K | 0.0% | N/A | 0.141% | |
7/15/2024 | RFG Advisory LLC | 3,961 | $214K | 0.0% | -32.3% | 0.071% | |
7/12/2024 | Accel Wealth Management | 15,750 | $852K | 0.3% | +3.2% | 0.281% | |
6/4/2024 | Tactive Advisors LLC | 9,057 | $484K | 0.3% | N/A | 0.162% | |
5/16/2024 | Jane Street Group LLC | 95,839 | $5.12M | 0.0% | +286.8% | 1.711% | |
5/15/2024 | Linscomb Wealth Inc. | 165,612 | $8.85M | 0.5% | -2.1% | 2.957% | |
5/14/2024 | Cadence Bank | 6,637 | $355K | 0.0% | -4.1% | 0.119% | |
5/14/2024 | OLD Mission Capital LLC | 60,669 | $3.24M | 0.1% | +127.5% | 1.083% | |
5/14/2024 | CreativeOne Wealth LLC | 10,095 | $540K | 0.0% | -7.2% | 0.180% | |
5/14/2024 | Tiemann Investment Advisors LLC | 35,418 | $1.89M | 0.8% | +7.8% | 0.632% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 1,622 | $87K | 0.0% | -69.7% | 0.029% | |
5/11/2024 | Jacobi Capital Management LLC | 25,402 | $1.36M | 0.1% | N/A | 0.438% | |
5/10/2024 | Nwam LLC | 4,436 | $246K | 0.0% | N/A | 0.076% | |
5/9/2024 | Kingsview Wealth Management LLC | 19,549 | $1.05M | 0.0% | +31.8% | 0.337% | |
5/8/2024 | Avantax Advisory Services Inc. | 136,296 | $7.28M | 0.1% | +8.5% | 2.350% | |
5/7/2024 | 49 Wealth Management LLC | 439,758 | $23.55M | 5.1% | +12.3% | 7.582% | |
5/7/2024 | Wealthspire Advisors LLC | 32,847 | $1.76M | 0.0% | -31.5% | 0.566% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 1,214 | $65K | 0.0% | N/A | 0.021% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 2,820 | $151K | 0.0% | +29.5% | 0.049% | |
4/30/2024 | Private Advisor Group LLC | 21,412 | $1.14M | 0.0% | -8.8% | 0.369% | |
4/30/2024 | Lodestone Wealth Management LLC | 7,184 | $384K | 0.2% | -11.3% | 0.124% | |
4/29/2024 | Commonwealth Equity Services LLC | 71,653 | $3.83M | 0.0% | +0.4% | 1.235% | |
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4/23/2024 | Precedent Wealth Partners LLC | 17,630 | $942K | 0.4% | -4.9% | 0.304% | |
4/22/2024 | Strategic Financial Concepts LLC | 45,884 | $2.45M | 0.6% | +30.8% | 0.791% | |
4/22/2024 | Edge Financial Advisors LLC | 35,093 | $1.88M | 1.7% | N/A | 0.605% | |
4/20/2024 | KWB Wealth | 138,838 | $7.42M | 1.0% | +1.7% | 2.394% | |
4/19/2024 | Teamwork Financial Advisors LLC | 4,551 | $243K | 0.0% | -12.0% | 0.078% | |
4/19/2024 | Accel Wealth Management | 15,255 | $815K | 0.3% | -8.0% | 0.263% | |
4/18/2024 | BKM Wealth Management LLC | 13,116 | $701K | 0.3% | +2.1% | 0.226% | |
4/18/2024 | RHS Financial LLC | 107,179 | $5.73M | 3.3% | +2.0% | 1.848% | |
4/17/2024 | Trilogy Capital Inc. | 11,842 | $633K | 0.0% | -33.9% | 0.204% | |
4/16/2024 | Occidental Asset Management LLC | 21,765 | $1.16M | 0.2% | +3.2% | 0.375% | |