11/25/2024 | Sanctuary Advisors LLC | 38,802 | $1.20M | 0.0% | -3.6% | 0.928% | |
11/15/2024 | MML Investors Services LLC | 8,808 | $289K | 0.0% | +19.0% | 0.211% | |
11/15/2024 | Orion Portfolio Solutions LLC | 12,585 | $413K | 0.0% | N/A | 0.301% | |
11/15/2024 | National Bank of Canada FI | 14,169 | $465K | 0.0% | N/A | 0.339% | |
11/15/2024 | Jane Street Group LLC | 8,144 | $267K | 0.0% | N/A | 0.195% | |
11/15/2024 | Stifel Financial Corp | 91,224 | $3.00M | 0.0% | -37.2% | 2.182% | |
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11/15/2024 | HighTower Advisors LLC | 77,280 | $2.54M | 0.0% | +168.2% | 1.849% | |
11/13/2024 | Freedom Investment Management Inc. | 6,930 | $228K | 0.0% | N/A | 0.166% | |
11/13/2024 | Private Trust Co. NA | 5,196 | $171K | 0.0% | +73.8% | 0.124% | |
11/12/2024 | Pekin Hardy Strauss Inc. | 8,660 | $284K | 0.0% | +7.8% | 0.207% | |
11/12/2024 | WESPAC Advisors LLC | 9,517 | $312K | 0.2% | N/A | 0.228% | |
10/31/2024 | Ironsides Asset Advisors LLC | 35,930 | $1.18M | 0.3% | N/A | 0.860% | |
10/30/2024 | Flagship Private Wealth LLC | 26,976 | $886K | 0.5% | N/A | 0.645% | |
10/29/2024 | Janney Montgomery Scott LLC | 32,373 | $1.06M | 0.0% | +41.7% | 0.774% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 649,532 | $21.32M | 1.0% | +3.7% | 15.539% | |
10/25/2024 | Diversify Advisory Services LLC | 299,920 | $9.67M | 0.5% | -61.4% | 7.175% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 402,554 | $13.22M | 0.0% | +123.4% | 9.630% | |
10/22/2024 | Private Advisor Group LLC | 49,001 | $1.61M | 0.0% | +220.9% | 1.172% | |
10/21/2024 | Fortis Group Advisors LLC | 221,820 | $7.28M | 1.3% | +171.3% | 5.307% | |
10/18/2024 | Stratos Wealth Advisors LLC | 14,747 | $484K | 0.0% | N/A | 0.353% | |
10/10/2024 | JBR Co Financial Management Inc | 8,335 | $274K | 0.2% | N/A | 0.199% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 2,757 | $91K | 0.0% | +119.7% | 0.066% | |
10/9/2024 | Ferguson Shapiro LLC | 19,324 | $634K | 0.2% | N/A | 0.462% | |
10/9/2024 | TAP Consulting LLC | 65,823 | $2.16M | 0.4% | -8.4% | 1.575% | |
10/8/2024 | CWM LLC | 13,614 | $447K | 0.0% | +13.2% | 0.326% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 66,678 | $2.19M | 0.2% | N/A | 1.595% | |
10/8/2024 | Brookstone Capital Management | 8,989 | $295K | 0.0% | -35.0% | 0.215% | |
9/5/2024 | Sanctuary Advisors LLC | 40,239 | $1.17M | 0.0% | N/A | 0.963% | |
8/9/2024 | Pekin Hardy Strauss Inc. | 8,030 | $252K | 0.0% | N/A | 0.192% | |
8/8/2024 | PFG Advisors | 24,784 | $778K | 0.1% | +93.1% | 0.593% | |
8/6/2024 | TAP Consulting LLC | 71,878 | $2.26M | 0.5% | -34.4% | 1.720% | |
7/31/2024 | Commonwealth Equity Services LLC | 15,193 | $477K | 0.0% | +4.5% | 0.363% | |
7/31/2024 | Fortis Group Advisors LLC | 81,759 | $2.57M | 0.5% | +8.5% | 1.956% | |
7/30/2024 | Lee Danner & Bass Inc. | 139,083 | $4.37M | 0.3% | N/A | 3.327% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 8,588 | $270K | 0.0% | -24.1% | 0.205% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 32,583 | $1.02M | 0.0% | -28.6% | 0.779% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 1,255 | $39K | 0.0% | N/A | 0.030% | |
7/18/2024 | Brookstone Capital Management | 13,837 | $442K | 0.0% | +25.0% | 0.331% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 180,163 | $5.66M | 0.0% | +421.1% | 4.310% | |
7/16/2024 | Insight Advisors LLC PA | 12,268 | $385K | 0.1% | -4.2% | 0.293% | |
|
7/12/2024 | Diversify Advisory Services LLC | 777,212 | $24.07M | 1.3% | N/A | 18.594% | |
7/10/2024 | CWM LLC | 12,029 | $378K | 0.0% | +300.8% | 0.288% | |
5/24/2024 | Cetera Advisors LLC | 21,594 | $668K | 0.0% | N/A | 0.517% | |
5/9/2024 | Koshinski Asset Management Inc. | 6,533 | $202K | 0.0% | N/A | 0.162% | |
5/8/2024 | Avantax Advisory Services Inc. | 17,032 | $527K | 0.0% | N/A | 0.423% | |
5/7/2024 | Oppenheimer & Co. Inc. | 7,005 | $217K | 0.0% | N/A | 0.174% | |
5/7/2024 | PFG Advisors | 12,834 | $397K | 0.0% | N/A | 0.318% | |
5/7/2024 | Insight Advisors LLC PA | 12,809 | $396K | 0.1% | -20.9% | 0.318% | |
5/4/2024 | Geneos Wealth Management Inc. | 14,000 | $433K | 0.0% | N/A | 0.347% | |
5/1/2024 | Janney Montgomery Scott LLC | 22,479 | $695K | 0.0% | N/A | 0.558% | |
4/30/2024 | Private Advisor Group LLC | 21,818 | $675K | 0.0% | N/A | 0.541% | |
4/30/2024 | Fortis Group Advisors LLC | 75,331 | $2.33M | 0.4% | N/A | 1.869% | |
4/30/2024 | Perigon Wealth Management LLC | 17,582 | $544K | 0.0% | N/A | 0.436% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 45,637 | $1.41M | 0.0% | N/A | 1.026% | |
4/23/2024 | TAP Consulting LLC | 109,641 | $3.39M | 0.7% | -4.5% | 2.464% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 34,575 | $1.07M | 0.0% | N/A | 0.777% | |
4/15/2024 | Brookstone Capital Management | 11,066 | $342K | 0.0% | N/A | 0.249% | |
2/9/2024 | AXS Investments LLC | 8,590 | $235K | 0.1% | -10.0% | 0.340% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 111,048 | $3.04M | 0.2% | +0.5% | 4.389% | |
2/2/2024 | TAP Consulting LLC | 114,755 | $3.14M | 0.7% | +1.6% | 4.536% | |
2/1/2024 | Lee Danner & Bass Inc. | 127,693 | $3.49M | 0.3% | -0.6% | 5.047% | |
1/30/2024 | Vontobel Holding Ltd. | 22,750 | $622K | 0.0% | -48.2% | 0.899% | |
1/24/2024 | Private Trust Co. NA | 1,809 | $49K | 0.0% | N/A | 0.072% | |
1/23/2024 | Insight Advisors LLC PA | 16,186 | $443K | 0.1% | -17.5% | 0.640% | |
1/19/2024 | Realta Investment Advisors | 9,770 | $267K | 0.1% | N/A | 0.386% | |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 10,408 | $285K | 0.1% | -4.8% | 0.411% | |
12/14/2023 | WNY Asset Management LLC | 16,560 | $416K | 0.1% | N/A | 0.655% | |
12/5/2023 | TAP Consulting LLC | 112,947 | $2.84M | 0.7% | N/A | 4.464% | |
11/8/2023 | HighTower Advisors LLC | 18,381 | $458K | 0.0% | -50.8% | 0.727% | |
11/8/2023 | Kestra Private Wealth Services LLC | 13,582 | $341K | 0.0% | N/A | 0.537% | |
11/7/2023 | Insight Advisors LLC PA | 19,618 | $493K | 0.1% | -9.2% | 0.775% | |
10/27/2023 | Lee Danner & Bass Inc. | 128,493 | $3.23M | 0.3% | -0.8% | 5.079% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 13,370 | $336K | 0.0% | N/A | 0.528% | |
10/11/2023 | Vontobel Holding Ltd. | 43,888 | $1.10M | 0.0% | +30.8% | 1.735% | |
8/11/2023 | Cibc World Market Inc. | 14,000 | $372K | 0.0% | +6.1% | 0.553% | |
8/9/2023 | Coastal Investment Advisors Inc. | 10,165 | $270K | 0.1% | +6.9% | 0.402% | |
8/7/2023 | Insight Advisors LLC PA | 21,616 | $574K | 0.1% | +22.7% | 0.854% | |
7/31/2023 | LPL Financial LLC | 118,296 | $3.14M | 0.0% | N/A | 4.676% | |
7/31/2023 | Lee Danner & Bass Inc. | 129,558 | $3.44M | 0.3% | +8.3% | 5.121% | |
7/28/2023 | Private Trust Co. NA | 3,680 | $98K | 0.0% | N/A | 0.186% | |
7/24/2023 | Vontobel Holding Ltd. | 33,551 | $890K | 0.0% | +6.2% | 1.694% | |
7/18/2023 | Fortis Group Advisors LLC | 43,814 | $1.16M | 0.3% | N/A | 2.213% | |
7/17/2023 | Patriot Financial Group Insurance Agency LLC | 11,087 | $294K | 0.1% | N/A | 0.560% | |
5/2/2023 | Lee Danner & Bass Inc. | 119,683 | $3.01M | 0.3% | -1.0% | 7.167% | |
4/28/2023 | Ameritas Advisory Services LLC | 3,371 | $88K | 0.0% | N/A | 0.202% | |
4/12/2023 | Vontobel Holding Ltd. | 31,607 | $794K | 0.0% | +11.7% | 1.542% | |
2/10/2023 | Coastal Investment Advisors Inc. | 9,505 | $253K | 0.1% | +7.6% | 0.453% | |
2/9/2023 | Scotia Capital Inc. | 24,423 | $650K | 0.0% | +19.0% | 1.163% | |
2/8/2023 | Orion Portfolio Solutions LLC | 8,113 | $216K | 0.0% | N/A | 0.386% | |
2/7/2023 | Financial Architects Inc | 24,182 | $643K | 0.1% | N/A | 1.152% | |
|
2/2/2023 | Solstein Capital LLC | 4,762 | $127K | 0.1% | -16.1% | 0.227% | |
2/1/2023 | Bank of Montreal Can | 3,650 | $98K | 0.0% | N/A | 0.174% | |
2/1/2023 | Lee Danner & Bass Inc. | 120,868 | $3.22M | 0.3% | +6.5% | 5.756% | |
2/1/2023 | Janney Montgomery Scott LLC | 19,808 | $527K | 0.0% | -18.2% | 0.943% | |
12/12/2022 | Insight Advisors LLC PA | 17,562 | $417K | 0.2% | +32.5% | 1.033% | |
11/4/2022 | Vontobel Holding Ltd. | 17,723 | $421K | 0.0% | N/A | 1.043% | |
11/1/2022 | Solstein Capital LLC | 5,674 | $135K | 0.1% | -37.9% | 0.324% | |
10/31/2022 | Lee Danner & Bass Inc. | 113,528 | $2.70M | 0.3% | N/A | 6.487% | |
10/25/2022 | Janney Montgomery Scott LLC | 24,212 | $575K | 0.0% | N/A | 1.288% | |
10/14/2022 | Danda Trouve Investment Management Inc. | 40,647 | $965K | 1.8% | -4.4% | 2.117% | |