11/1/2024 | Oxbow Advisors LLC | 8,345 | $329K | 0.0% | -22.0% | 0.067% | |
10/30/2024 | One Plus One Wealth Management LLC | 346,647 | $13.67M | 8.1% | +3.2% | 2.802% | |
10/30/2024 | Clarity Financial LLC | 37,779 | $1.49M | 0.2% | N/A | 0.305% | |
10/25/2024 | Vista Finance LLC | 30,977 | $1.22M | 1.7% | -44.2% | 0.250% | |
10/24/2024 | Leuthold Group LLC | 21,152 | $834K | 0.1% | N/A | 0.171% | |
10/24/2024 | Hedges Asset Management LLC | 92,500 | $3.65M | 2.4% | +37.9% | 0.748% | |
|
10/23/2024 | West Michigan Advisors LLC | 29,604 | $1.19M | 0.4% | N/A | 0.239% | |
10/22/2024 | Private Advisor Group LLC | 14,954 | $590K | 0.0% | N/A | 0.121% | |
10/22/2024 | Eastern Bank | 6,079 | $240K | 0.0% | N/A | 0.049% | |
10/18/2024 | Resonant Capital Advisors LLC | 6,166 | $248K | 0.0% | N/A | 0.050% | |
10/17/2024 | Joule Financial LLC | 5,925 | $234K | 0.1% | N/A | 0.048% | |
10/16/2024 | Kaydan Wealth Management Inc. | 286,688 | $11.31M | 3.3% | +99.8% | 2.318% | |
10/16/2024 | AFG Fiduciary Services Limited Partnership | 29,356 | $1.15M | 0.4% | -68.4% | 0.237% | |
10/15/2024 | HTLF Bank | 5,600 | $221K | 0.0% | N/A | 0.045% | |
10/11/2024 | ORG Partners LLC | 995 | $39K | 0.0% | -43.9% | 0.008% | |
10/9/2024 | TAP Consulting LLC | 84,035 | $3.31M | 0.7% | -34.9% | 0.679% | |
10/8/2024 | Atomi Financial Group Inc. | 58,112 | $2.29M | 0.1% | +4.3% | 0.470% | |
10/5/2024 | Mirador Capital Partners LP | 130,206 | $5.14M | 0.9% | N/A | 1.053% | |
10/3/2024 | SG Americas Securities LLC | 10,860 | $428K | 0.0% | N/A | 0.088% | |
8/22/2024 | PVG Asset Management Corp | 9,360 | $379K | 1.5% | N/A | 0.076% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 38,592 | $1.59M | 0.0% | -91.1% | 0.312% | |
8/14/2024 | Evergreen Capital Management LLC | 6,047 | $249K | 0.0% | N/A | 0.049% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 8,939 | $362K | 0.0% | N/A | 0.072% | |
8/12/2024 | WCG Wealth Advisors LLC | 26,269 | $1.06M | 0.1% | -84.0% | 0.212% | |
8/9/2024 | Pekin Hardy Strauss Inc. | 5,425 | $220K | 0.0% | -87.0% | 0.044% | |
8/9/2024 | Brown Brothers Harriman & Co. | 4,000 | $162K | 0.0% | -80.0% | 0.032% | |
8/8/2024 | HBK Sorce Advisory LLC | 4,993 | $202K | 0.0% | N/A | 0.040% | |
8/8/2024 | Sykon Capital LLC | 141,987 | $5.75M | 2.2% | -70.1% | 1.148% | |
8/8/2024 | Oppenheimer & Co. Inc. | 95,639 | $3.87M | 0.1% | -84.8% | 0.773% | |
8/8/2024 | Private Harbour Investment Management & Counsel LLC | 65,505 | $2.65M | 2.8% | -80.1% | 0.530% | |
8/8/2024 | Fore Capital LLC | 45,000 | $1.82M | 1.2% | N/A | 0.364% | |
8/7/2024 | Headlands Technologies LLC | 25,662 | $1.04M | 0.1% | N/A | 0.207% | |
8/7/2024 | Vista Finance LLC | 55,563 | $2.25M | 3.4% | N/A | 0.449% | |
8/7/2024 | Fox Hill Wealth Management | 6,241 | $253K | 0.2% | -81.0% | 0.050% | |
8/6/2024 | TAP Consulting LLC | 129,091 | $5.23M | 1.1% | N/A | 1.044% | |
8/6/2024 | Oxbow Advisors LLC | 10,698 | $433K | 0.1% | -80.0% | 0.086% | |
8/6/2024 | Wakefield Asset Management LLLP | 214,646 | $8.70M | 3.0% | N/A | 1.735% | |
8/1/2024 | Laidlaw Wealth Management LLC | 18,440 | $747K | 0.4% | -79.5% | 0.149% | |
7/31/2024 | AFG Fiduciary Services Limited Partnership | 92,811 | $3.75M | 1.3% | N/A | 0.750% | |
7/27/2024 | Sterling Investment Management LLC | 32,909 | $1.33M | 1.0% | N/A | 0.266% | |
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7/26/2024 | Atomi Financial Group Inc. | 55,698 | $2.26M | 0.2% | -79.7% | 0.450% | |
7/26/2024 | Sierra Capital LLC | 84,500 | $3.42M | 0.5% | N/A | 0.683% | |
7/25/2024 | POM Investment Strategies LLC | 5,807 | $235K | 0.2% | -80.0% | 0.047% | |
7/19/2024 | Hedges Asset Management LLC | 67,100 | $2.72M | 2.0% | -76.7% | 0.542% | |
7/16/2024 | ORG Partners LLC | 1,775 | $71K | 0.0% | N/A | 0.014% | |
7/15/2024 | IMC Chicago LLC | 312,157 | $12.64M | 0.0% | -70.1% | 2.524% | |
7/15/2024 | Udine Wealth Management Inc. | 304,392 | $12.33M | 8.6% | -79.8% | 2.461% | |
7/12/2024 | Maltin Wealth Management Inc. | 9,148 | $370K | 0.2% | -77.0% | 0.074% | |
7/11/2024 | Kaydan Wealth Management Inc. | 143,467 | $5.81M | 2.1% | -90.8% | 1.160% | |
7/9/2024 | Lesa Sroufe & Co | 39,169 | $1.59M | 1.5% | -80.8% | 0.317% | |
5/16/2024 | Sugar Maple Asset Management LLC | 82,000 | $718K | 0.7% | N/A | 0.663% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 431,457 | $3.78M | 0.1% | +29.9% | 3.488% | |
5/7/2024 | Verus Capital Partners LLC | 14,115 | $124K | 0.0% | -36.8% | 0.110% | |
5/7/2024 | Atomi Financial Group Inc. | 273,740 | $2.40M | 0.2% | +74.9% | 2.127% | |
5/7/2024 | Oppenheimer & Co. Inc. | 631,080 | $5.53M | 0.1% | +0.8% | 4.903% | |
5/7/2024 | Hilltop National Bank | 95,321 | $835K | 0.3% | N/A | 0.741% | |
5/6/2024 | Advisory Services Network LLC | 810,060 | $7.10M | 0.2% | +12.8% | 6.294% | |
5/6/2024 | Oxbow Advisors LLC | 53,490 | $469K | 0.1% | +0.9% | 0.416% | |
5/6/2024 | Lesa Sroufe & Co | 204,069 | $1.79M | 1.7% | +1.7% | 1.586% | |
5/2/2024 | Choreo LLC | 25,412 | $223K | 0.0% | -61.2% | 0.197% | |
5/1/2024 | Auour Investments LLC | 10,229 | $90K | 0.0% | N/A | 0.079% | |
4/27/2024 | Vigilare Wealth Management | 165,769 | $1.45M | 0.7% | +46.7% | 1.340% | |
4/26/2024 | Acute Investment Advisory LLC | 11,100 | $97K | 0.1% | -99.0% | 0.090% | |
4/25/2024 | Simplex Trading LLC | 73,468 | $643K | 0.0% | N/A | 0.594% | |
4/24/2024 | Hedges Asset Management LLC | 288,000 | $2.52M | 1.8% | +1.1% | 2.328% | |
4/22/2024 | PFG Investments LLC | 10,612 | $93K | 0.0% | -47.1% | 0.086% | |
4/18/2024 | Udine Wealth Management Inc. | 1,509,250 | $13.22M | 9.6% | +266.0% | 12.201% | |
4/17/2024 | Fox Hill Wealth Management | 32,856 | $288K | 0.2% | +1.1% | 0.266% | |
4/16/2024 | Maltin Wealth Management Inc. | 39,847 | $349K | 0.2% | +83.8% | 0.322% | |
4/13/2024 | IMC Chicago LLC | 1,044,607 | $9.15M | 0.0% | N/A | 8.445% | |
4/12/2024 | Kaydan Wealth Management Inc. | 1,566,917 | $13.73M | 4.7% | -32.4% | 12.667% | |
4/11/2024 | Private Harbour Investment Management & Counsel LLC | 328,777 | $2.88M | 3.1% | -0.6% | 0.387% | |
4/10/2024 | Gunderson Capital Management Inc. | 625,540 | $5.48M | 2.5% | +17.1% | 0.737% | |
4/10/2024 | One Plus One Wealth Management LLC | 415,175 | $3.64M | 2.1% | -34.5% | 0.489% | |
3/22/2024 | PNC Financial Services Group Inc. | 4,630 | $44K | 0.0% | +85.2% | 0.005% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 19,281 | $183K | 0.1% | N/A | 0.023% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 332,144 | $3.15M | 0.1% | -23.0% | 0.391% | |
3/12/2024 | PVG Asset Management Corp | 53,290 | $505K | 2.4% | N/A | 0.063% | |
2/14/2024 | VitalStone Financial LLC | 94,190 | $893K | 0.7% | -49.1% | 0.111% | |
2/13/2024 | Oppenheimer & Co. Inc. | 626,223 | $5.94M | 0.1% | +23.0% | 0.738% | |
2/13/2024 | Tower Research Capital LLC TRC | 421,298 | $3.99M | 0.0% | +361.9% | 0.496% | |
2/12/2024 | Edmond DE Rothschild Holding S.A. | 5,602 | $53K | 0.0% | N/A | 0.007% | |
2/9/2024 | Advisory Services Network LLC | 718,410 | $6.81M | 0.2% | +59.2% | 0.846% | |
2/9/2024 | Weil Company Inc. | 36,000 | $341K | 0.1% | N/A | 0.042% | |
2/9/2024 | Western Pacific Wealth Management LP | 9,828 | $93K | 0.1% | -50.7% | 0.012% | |
2/9/2024 | UBS Group AG | 1,388,169 | $13.16M | 0.0% | -7.7% | 1.635% | |
2/8/2024 | Oxbow Advisors LLC | 52,995 | $502K | 0.1% | +21.8% | 0.062% | |
2/7/2024 | McKinley Carter Wealth Services Inc. | 72,252 | $685K | 0.1% | +2.0% | 0.085% | |
2/7/2024 | Jump Financial LLC | 2,244,085 | $21.27M | 0.7% | N/A | 2.643% | |
2/6/2024 | Private Advisor Group LLC | 37,713 | $358K | 0.0% | -53.5% | 0.044% | |
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2/6/2024 | Axxcess Wealth Management LLC | 17,225 | $163K | 0.0% | N/A | 0.020% | |
2/5/2024 | Pekin Hardy Strauss Inc. | 79,250 | $751K | 0.1% | -2.5% | 0.093% | |
2/5/2024 | Choreo LLC | 65,412 | $620K | 0.0% | +11.5% | 0.077% | |
2/5/2024 | Silver Oak Securities Incorporated | 35,855 | $340K | 0.0% | +113.2% | 0.042% | |
2/2/2024 | Headlands Technologies LLC | 24,100 | $228K | 0.1% | +239.1% | 0.028% | |
2/2/2024 | TAP Consulting LLC | 969,889 | $9.20M | 2.2% | +1.8% | 1.142% | |
2/1/2024 | Lesa Sroufe & Co | 200,644 | $1.90M | 1.9% | -1.2% | 0.236% | |
1/31/2024 | RIA Advisory Group LLC | 5,984 | $57K | 0.0% | -89.2% | 0.007% | |
1/31/2024 | HTLF Bank | 49,500 | $469K | 0.1% | N/A | 0.058% | |
1/30/2024 | Acute Investment Advisory LLC | 1,165,195 | $11.05M | 6.5% | +5.1% | 1.372% | |