11/2/2024 | 17 Capital Partners LLC | 23,049 | $540K | 0.4% | +11.9% | 0.404% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 56,159 | $1.32M | 0.3% | -3.4% | 0.985% | |
10/23/2024 | Tanager Wealth Management LLP | 569,197 | $13.33M | 1.8% | +2.8% | 9.986% | |
10/22/2024 | Private Advisor Group LLC | 45,061 | $1.06M | 0.0% | +12.3% | 0.791% | |
10/16/2024 | Vontobel Holding Ltd. | 22,077 | $517K | 0.0% | -2.2% | 0.387% | |
10/15/2024 | Peak Financial Management Inc. | 352,903 | $8.26M | 2.4% | +1.8% | 6.191% | |
|
10/8/2024 | Pacifica Partners Inc. | 15,390 | $360K | 0.1% | +7.7% | 0.270% | |
8/9/2024 | Rathbones Group PLC | 121,862 | $2.68M | 0.0% | +5.9% | 2.138% | |
8/5/2024 | Private Advisor Group LLC | 40,126 | $883K | 0.0% | +6.5% | 0.704% | |
7/31/2024 | Commonwealth Equity Services LLC | 43,128 | $949K | 0.0% | -7.2% | 0.757% | |
7/30/2024 | Millington Financial Advisors LLC | 12,561 | $276K | 0.2% | +6.8% | 0.220% | |
7/26/2024 | Walkner Condon Financial Advisors LLC | 58,159 | $1.28M | 0.3% | +4.5% | 1.020% | |
7/26/2024 | Checchi Capital Advisers LLC | 684,976 | $15.07M | 0.8% | +15.5% | 12.017% | |
7/25/2024 | Tanager Wealth Management LLP | 553,773 | $12.18M | 1.8% | +3.0% | 9.715% | |
7/18/2024 | 17 Capital Partners LLC | 20,604 | $453K | 0.3% | +5.1% | 0.361% | |
5/1/2024 | Tanager Wealth Management LLP | 537,742 | $12.03M | 1.9% | +8.6% | 9.434% | |
4/30/2024 | Private Advisor Group LLC | 37,678 | $843K | 0.0% | +2.7% | 0.661% | |
4/30/2024 | Commonwealth Equity Services LLC | 46,471 | $1.04M | 0.0% | +6.8% | 0.815% | |
4/26/2024 | Checchi Capital Advisers LLC | 592,895 | $13.26M | 1.0% | +1.2% | 10.494% | |
4/11/2024 | 17 Capital Partners LLC | 19,603 | $438K | 0.3% | N/A | 0.363% | |
2/29/2024 | Acima Private Wealth LLC | 427,627 | $9.86M | 3.8% | +1.8% | 7.919% | |
2/13/2024 | Rathbones Group PLC | 115,634 | $2.67M | 0.0% | -25.8% | 2.141% | |
2/12/2024 | Hilltop Holdings Inc. | 226,655 | $5.22M | 0.6% | N/A | 4.197% | |
2/7/2024 | Checchi Capital Advisers LLC | 585,887 | $13.51M | 1.1% | -9.6% | 10.850% | |
2/7/2024 | Arlington Capital Management Inc. | 87,838 | $2.03M | 1.8% | +326.6% | 1.627% | |
2/6/2024 | Private Advisor Group LLC | 36,677 | $845K | 0.0% | +4.0% | 0.679% | |
2/1/2024 | Millington Financial Advisors LLC | 10,691 | $246K | 0.2% | +6.7% | 0.198% | |
1/31/2024 | Tanager Wealth Management LLP | 495,084 | $11.41M | 2.1% | +8.7% | 9.168% | |
1/24/2024 | Walkner Condon Financial Advisors LLC | 49,694 | $1.15M | 0.3% | +8.9% | 0.920% | |
1/18/2024 | Peak Financial Management Inc. | 335,832 | $7.74M | 2.6% | +8.9% | 6.219% | |
1/11/2024 | Ausdal Financial Partners Inc. | 9,711 | $224K | 0.0% | N/A | 0.180% | |
1/8/2024 | Pacifica Partners Inc. | 14,775 | $327K | 0.2% | +4.2% | 0.274% | |
11/15/2023 | Integrated Wealth Concepts LLC | 320,853 | $6.67M | 0.1% | +1.9% | 5.942% | |
11/13/2023 | Rathbones Group PLC | 155,860 | $3.24M | 0.0% | -15.2% | 2.886% | |
11/13/2023 | Checchi Capital Advisers LLC | 647,861 | $13.48M | 1.2% | +27.6% | 11.997% | |
11/8/2023 | Tanager Wealth Management LLP | 455,466 | $9.47M | 2.0% | +15.6% | 8.435% | |
11/3/2023 | Private Advisor Group LLC | 35,258 | $733K | 0.0% | +5.1% | 0.653% | |
11/2/2023 | Millington Financial Advisors LLC | 10,020 | $208K | 0.2% | N/A | 0.186% | |
10/25/2023 | Peak Financial Management Inc. | 308,271 | $6.41M | 1.7% | +255.8% | 5.709% | |
10/23/2023 | Commonwealth Equity Services LLC | 43,441 | $904K | 0.0% | +3.1% | 0.804% | |
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10/20/2023 | Walkner Condon Financial Advisors LLC | 45,624 | $949K | 0.3% | +73.3% | 0.845% | |
8/24/2023 | Arlington Capital Management Inc. | 20,401 | $441K | 0.4% | N/A | 0.378% | |
8/10/2023 | Private Advisor Group LLC | 33,540 | $725K | 0.0% | +8.4% | 0.621% | |
8/10/2023 | Checchi Capital Advisers LLC | 507,585 | $10.98M | 1.0% | +3.4% | 9.400% | |
8/4/2023 | Rathbones Group PLC | 183,689 | $3.97M | 0.0% | +3.2% | 3.402% | |
8/3/2023 | Tanager Wealth Management LLP | 394,142 | $8.53M | 1.8% | +9.0% | 7.299% | |
8/2/2023 | Bank of Montreal Can | 7,224 | $156K | 0.0% | N/A | 0.134% | |
7/31/2023 | LPL Financial LLC | 129,831 | $2.81M | 0.0% | +11.3% | 2.404% | |
7/27/2023 | Peak Financial Management Inc. | 86,640 | $1.87M | 0.7% | N/A | 1.733% | |
7/21/2023 | Walkner Condon Financial Advisors LLC | 26,320 | $569K | 0.2% | +70.9% | 0.526% | |
5/12/2023 | Rathbones Group PLC | 177,990 | $3.88M | 0.0% | +3.5% | 3.747% | |
5/10/2023 | Private Advisor Group LLC | 30,929 | $673K | 0.0% | N/A | 0.651% | |
5/8/2023 | Checchi Capital Advisers LLC | 490,839 | $10.69M | 1.0% | -1.2% | 10.333% | |
5/3/2023 | Integrated Wealth Concepts LLC | 265,288 | $5.78M | 0.1% | +6.7% | 5.585% | |
4/21/2023 | Walkner Condon Financial Advisors LLC | 15,400 | $335K | 0.1% | +23.9% | 0.324% | |
4/18/2023 | Tanager Wealth Management LLP | 361,682 | $7.87M | 1.9% | +7.7% | 7.614% | |
4/12/2023 | Vontobel Holding Ltd. | 22,807 | $497K | 0.0% | +4.5% | 0.439% | |
2/14/2023 | Grey Fox Wealth Advisors LLC | 2,072 | $44K | 0.0% | N/A | 0.040% | |
2/13/2023 | Integrated Wealth Concepts LLC | 248,588 | $5.26M | 0.1% | +25.3% | 4.781% | |
2/10/2023 | Checchi Capital Advisers LLC | 496,863 | $10.51M | 1.1% | -18.6% | 9.555% | |
2/10/2023 | StoneX Group Inc. | 11,292 | $239K | 0.2% | N/A | 0.217% | |
2/8/2023 | Millington Financial Advisors LLC | 9,814 | $208K | 0.2% | N/A | 0.189% | |
2/7/2023 | LPL Financial LLC | 105,187 | $2.23M | 0.0% | +18.0% | 2.023% | |
2/7/2023 | Hollencrest Capital Management | 7,345 | $155K | 0.0% | N/A | 0.141% | |
2/7/2023 | Envestnet Asset Management Inc. | 31,166 | $659K | 0.0% | -3.4% | 0.599% | |
2/1/2023 | Bank of Montreal Can | 69,212 | $2.06M | 0.0% | N/A | 1.331% | |
1/27/2023 | Tanager Wealth Management LLP | 335,923 | $7.11M | 1.9% | +199.6% | 6.460% | |
1/26/2023 | Walkner Condon Financial Advisors LLC | 12,430 | $263K | 0.1% | N/A | 0.246% | |
1/20/2023 | Tanager Wealth Management LLP | 53,272 | $1.13M | 0.8% | -52.5% | 1.055% | |
1/18/2023 | Private Advisor Group LLC | 27,360 | $579K | 0.0% | -14.7% | 0.542% | |
1/12/2023 | Pacifica Partners Inc. | 14,790 | $312K | 0.2% | +164.6% | 0.293% | |
11/15/2022 | Flow Traders U.S. LLC | 14,064 | $270K | 0.0% | N/A | 0.284% | |
11/9/2022 | Checchi Capital Advisers LLC | 610,251 | $11.73M | 1.1% | +28.5% | 12.328% | |
11/4/2022 | Vontobel Holding Ltd. | 21,619 | $416K | 0.0% | N/A | 0.437% | |
11/3/2022 | Rathbones Group Plc | 154,314 | $2.97M | 0.0% | -19.9% | 3.117% | |
11/2/2022 | Rockefeller Capital Management L.P. | 3,982 | $76K | 0.0% | +3,455.4% | 0.080% | |
10/26/2022 | Tanager Wealth Management LLP | 112,132 | $2.16M | 1.7% | -15.2% | 2.265% | |
10/24/2022 | Eqis Capital Management Inc. | 57,235 | $1.10M | 0.1% | -4.5% | 1.156% | |
10/14/2022 | Private Advisor Group LLC | 32,059 | $616K | 0.0% | +3.4% | 0.648% | |
10/13/2022 | Activest Wealth Management | 3,420 | $66K | 0.0% | N/A | 0.069% | |
8/11/2022 | Checchi Capital Advisers LLC | 475,013 | $10.81M | 0.9% | +38.5% | 9.048% | |
8/8/2022 | Eqis Capital Management Inc. | 59,935 | $1.32M | 0.1% | -12.3% | 1.142% | |
8/8/2022 | Advisors Asset Management Inc. | 7,757 | $171K | 0.0% | +18.6% | 0.148% | |
8/8/2022 | Integrated Wealth Concepts LLC | 168,476 | $3.71M | 0.1% | N/A | 3.209% | |
8/3/2022 | Envestnet Asset Management Inc. | 32,650 | $719K | 0.0% | +6.7% | 0.622% | |
8/2/2022 | Tanager Wealth Management LLP | 132,210 | $2.91M | 2.4% | +14.9% | 2.518% | |
7/28/2022 | CWM LLC | 2,595 | $57K | 0.0% | +1,382.9% | 0.049% | |
7/27/2022 | Advisor Resource Council | 19,923 | $439K | 0.0% | N/A | 0.379% | |
7/13/2022 | Private Advisor Group LLC | 31,014 | $683K | 0.0% | -2.3% | 0.591% | |
5/11/2022 | Rathbones Group PLC | 210,255 | $5.32M | 0.1% | -16.0% | 4.005% | |
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5/10/2022 | Tcwp LLC | 6,336 | $160K | 0.0% | N/A | 0.121% | |
5/9/2022 | Checchi Capital Advisers LLC | 343,024 | $8.69M | 0.7% | +13.4% | 6.534% | |
5/4/2022 | Envestnet Asset Management Inc. | 30,607 | $775K | 0.0% | +2.5% | 0.583% | |
5/2/2022 | Acima Private Wealth LLC | 215,323 | $5.45M | 2.5% | +5.0% | 4.101% | |
4/26/2022 | Stratos Wealth Partners LTD. | 29,379 | $744K | 0.0% | -32.9% | 0.560% | |
4/20/2022 | Sigma Planning Corp | 9,670 | $245K | 0.0% | -22.0% | 0.184% | |
3/10/2022 | Acima Private Wealth LLC | 205,108 | $5.70M | 2.5% | +10.0% | 3.476% | |
2/14/2022 | Tanager Wealth Management LLP | 114,752 | $3.19M | 2.4% | N/A | 1.945% | |
2/11/2022 | Advisor Resource Council | 42,019 | $1.17M | 0.1% | N/A | 0.712% | |
2/10/2022 | Private Advisor Group LLC | 31,807 | $884K | 0.0% | +12.4% | 0.539% | |