11/1/2024 | Galvin Gaustad & Stein LLC | 11,200 | $125K | 0.0% | -17.6% | 0.070% | |
10/30/2024 | One Plus One Wealth Management LLC | 1,137,243 | $12.74M | 7.6% | +3.6% | 7.152% | |
10/25/2024 | Vista Finance LLC | 42,093 | $471K | 0.6% | -43.8% | 0.265% | |
10/24/2024 | Leuthold Group LLC | 1,483,044 | $16.61M | 1.8% | -13.3% | 9.327% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 30,000 | $337K | 0.0% | N/A | 0.189% | |
10/18/2024 | Resonant Capital Advisors LLC | 21,324 | $242K | 0.0% | -17.7% | 0.134% | |
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10/18/2024 | NovaPoint Capital LLC | 14,003 | $157K | 0.0% | N/A | 0.088% | |
10/16/2024 | Kaydan Wealth Management Inc. | 1,956,737 | $21.92M | 6.5% | -1.3% | 12.307% | |
10/11/2024 | ORG Partners LLC | 3,465 | $39K | 0.0% | -46.0% | 0.022% | |
10/9/2024 | Maltin Wealth Management Inc. | 54,603 | $612K | 0.3% | +4.7% | 0.343% | |
8/30/2024 | Strategic Investment Solutions Inc. IL | 7,065 | $83K | 0.0% | N/A | 0.044% | |
8/16/2024 | Creative Planning | 24,000 | $282K | 0.0% | N/A | 0.151% | |
8/12/2024 | Leuthold Group LLC | 1,711,236 | $20.14M | 2.3% | -1.6% | 10.762% | |
8/10/2024 | Virtu Financial LLC | 110,244 | $1.30M | 0.1% | -45.5% | 0.693% | |
8/7/2024 | Headlands Technologies LLC | 6,981 | $82K | 0.0% | -22.4% | 0.044% | |
8/7/2024 | Choreo LLC | 32,083 | $377K | 0.0% | N/A | 0.202% | |
8/7/2024 | Vista Finance LLC | 74,842 | $881K | 1.3% | -48.0% | 0.471% | |
8/2/2024 | Belpointe Asset Management LLC | 143,519 | $1.69M | 0.1% | +2.7% | 0.903% | |
8/1/2024 | Verus Capital Partners LLC | 11,055 | $130K | 0.0% | -13.9% | 0.070% | |
7/24/2024 | EdgeRock Capital LLC | 3,606 | $42K | 0.0% | N/A | 0.023% | |
7/16/2024 | ORG Partners LLC | 6,419 | $75K | 0.0% | N/A | 0.040% | |
7/12/2024 | Maltin Wealth Management Inc. | 52,143 | $614K | 0.3% | -12.8% | 0.328% | |
7/11/2024 | Kaydan Wealth Management Inc. | 1,981,957 | $23.33M | 8.3% | -2.3% | 12.465% | |
5/20/2024 | Virtu Financial LLC | 202,245 | $2.46M | 0.2% | -21.5% | 1.272% | |
5/16/2024 | Sugar Maple Asset Management LLC | 85,500 | $1.04M | 1.0% | N/A | 0.538% | |
5/11/2024 | Vista Finance LLC | 143,830 | $1.75M | 4.4% | -40.9% | 0.905% | |
5/8/2024 | Headlands Technologies LLC | 8,995 | $109K | 0.0% | -53.7% | 0.057% | |
5/7/2024 | Verus Capital Partners LLC | 12,844 | $156K | 0.0% | -31.1% | 0.081% | |
5/6/2024 | Leuthold Group LLC | 1,738,497 | $21.16M | 2.4% | +0.4% | 10.934% | |
5/6/2024 | Advisory Services Network LLC | 360,821 | $4.39M | 0.1% | -28.5% | 2.269% | |
5/1/2024 | New Harbor Financial Group LLC | 42,711 | $520K | 0.2% | -6.9% | 0.269% | |
4/16/2024 | Maltin Wealth Management Inc. | 59,823 | $728K | 0.4% | -9.8% | 0.427% | |
4/12/2024 | Kaydan Wealth Management Inc. | 2,027,786 | $24.68M | 8.4% | +110.3% | 10.399% | |
4/10/2024 | One Plus One Wealth Management LLC | 311,939 | $3.80M | 2.2% | +106.5% | 1.600% | |
2/26/2024 | Virtu Financial LLC | 257,662 | $3.42M | 0.3% | N/A | 1.321% | |
2/13/2024 | Tower Research Capital LLC TRC | 521,042 | $6.93M | 0.1% | +1,062.1% | 2.672% | |
2/13/2024 | Belpointe Asset Management LLC | 621,985 | $8.27M | 0.7% | -7.2% | 3.190% | |
2/9/2024 | Advisory Services Network LLC | 504,824 | $6.71M | 0.2% | -2.4% | 2.589% | |
2/9/2024 | IMC Chicago LLC | 1,086,218 | $14.44M | 0.0% | +108.6% | 5.570% | |
2/8/2024 | Beacon Pointe Advisors LLC | 161,650 | $2.15M | 0.0% | +77.1% | 0.829% | |
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2/6/2024 | Leuthold Group LLC | 1,731,572 | $23.01M | 2.9% | -3.3% | 8.880% | |
2/2/2024 | Headlands Technologies LLC | 19,414 | $258K | 0.1% | N/A | 0.100% | |
1/31/2024 | Resonant Capital Advisors LLC | 25,920 | $344K | 0.0% | -4.4% | 0.133% | |
1/30/2024 | Acute Investment Advisory LLC | 566,002 | $7.52M | 4.4% | +3.4% | 2.903% | |
1/30/2024 | Bison Wealth LLC | 130,502 | $1.73M | 0.3% | +813.6% | 0.669% | |
1/29/2024 | ORG Partners LLC | 6,775 | $90K | 0.0% | +37.0% | 0.035% | |
1/25/2024 | New Harbor Financial Group LLC | 45,881 | $610K | 0.2% | -11.6% | 0.235% | |
1/22/2024 | One Plus One Wealth Management LLC | 151,032 | $2.01M | 1.2% | N/A | 0.775% | |
1/18/2024 | Maltin Wealth Management Inc. | 66,302 | $881K | 0.6% | +52.3% | 0.340% | |
1/16/2024 | Kaydan Wealth Management Inc. | 964,036 | $12.81M | 5.2% | -1.6% | 4.944% | |
1/16/2024 | NovaPoint Capital LLC | 20,906 | $278K | 0.1% | -17.6% | 0.107% | |
1/11/2024 | Galvin Gaustad & Stein LLC | 23,100 | $307K | 0.0% | -9.4% | 0.118% | |
1/10/2024 | Moulton Wealth Management Inc. | 11,565 | $154K | 0.2% | N/A | 0.059% | |
11/16/2023 | GTS Securities LLC | 1,453,080 | $21.57M | 0.0% | +0.4% | 7.452% | |
11/16/2023 | Belpointe Asset Management LLC | 670,131 | $9.95M | 1.0% | +3.6% | 3.437% | |
11/14/2023 | Tower Research Capital LLC TRC | 44,838 | $665K | 0.0% | +693.6% | 0.230% | |
11/13/2023 | Bison Wealth LLC | 14,285 | $212K | 0.0% | N/A | 0.073% | |
11/13/2023 | Envestnet Asset Management Inc. | 264,760 | $3.93M | 0.0% | N/A | 1.358% | |
11/8/2023 | Ausdal Financial Partners Inc. | 10,663 | $158K | 0.0% | -13.7% | 0.055% | |
11/7/2023 | Leuthold Group LLC | 1,790,778 | $26.58M | 3.7% | +21.8% | 9.183% | |
11/7/2023 | Vista Finance LLC | 127,401 | $1.89M | 2.8% | +32.3% | 0.653% | |
11/6/2023 | Sterling Investment Advisors Ltd. | 10,400 | $154K | 0.1% | N/A | 0.053% | |
11/3/2023 | ORG Partners LLC | 4,945 | $73K | 0.0% | +9,790.0% | 0.025% | |
11/2/2023 | Kaydan Wealth Management Inc. | 979,468 | $14.54M | 5.7% | N/A | 5.023% | |
11/1/2023 | Verus Capital Partners LLC | 25,810 | $383K | 0.1% | -4.6% | 0.132% | |
11/1/2023 | Orion Portfolio Solutions LLC | 38,831 | $576K | 0.0% | +240.1% | 0.199% | |
10/31/2023 | Resonant Capital Advisors LLC | 27,120 | $402K | 0.0% | +27.0% | 0.139% | |
10/24/2023 | Acute Investment Advisory LLC | 547,524 | $8.13M | 4.9% | -1.2% | 2.808% | |
10/19/2023 | New Harbor Financial Group LLC | 51,919 | $770K | 0.3% | -98.0% | 0.266% | |
10/18/2023 | Galvin Gaustad & Stein LLC | 25,500 | $378K | 0.0% | -68.9% | 0.131% | |
10/18/2023 | NovaPoint Capital LLC | 25,373 | $377K | 0.1% | N/A | 0.130% | |
10/12/2023 | IMC Chicago LLC | 520,804 | $7.73M | 0.0% | -77.0% | 2.671% | |
10/11/2023 | Maltin Wealth Management Inc. | 43,537 | $646K | 0.4% | -4.4% | 0.223% | |
8/16/2023 | GTS Securities LLC | 1,447,917 | $20.66M | 0.7% | N/A | 7.425% | |
8/9/2023 | Flow Traders U.S. LLC | 22,126 | $316K | 0.0% | N/A | 0.113% | |
8/8/2023 | Leuthold Group LLC | 1,470,554 | $20.99M | 2.7% | -2.2% | 7.541% | |
8/3/2023 | Maltin Wealth Management Inc. | 45,557 | $650K | 0.1% | +1.8% | 0.234% | |
7/31/2023 | LPL Financial LLC | 54,103 | $772K | 0.0% | -38.5% | 0.225% | |
7/31/2023 | Verus Capital Partners LLC | 27,058 | $386K | 0.1% | -2.7% | 0.113% | |
7/27/2023 | Acute Investment Advisory LLC | 554,447 | $7.91M | 4.8% | +15.2% | 2.310% | |
7/26/2023 | RIA Advisory Group LLC | 78,879 | $1.12M | 0.5% | -7.4% | 0.329% | |
7/24/2023 | Galvin Gaustad & Stein LLC | 82,005 | $1.17M | 0.1% | -2.5% | 0.342% | |
7/21/2023 | Newbridge Financial Services Group Inc. | 9,200 | $131K | 0.1% | -14.0% | 0.038% | |
7/20/2023 | New Harbor Financial Group LLC | 2,560,842 | $36.54M | 9.6% | +8.0% | 10.670% | |
7/14/2023 | IMC Chicago LLC | 2,261,803 | $32.28M | 0.0% | +201.6% | 9.424% | |
7/11/2023 | Brookstone Capital Management | 59,756 | $864K | 0.0% | -99.3% | 0.249% | |
5/16/2023 | Strategic Investment Solutions Inc. IL | 6,570 | $102K | 0.0% | N/A | 0.024% | |
5/16/2023 | Belpointe Asset Management LLC | 935,143 | $14.49M | 0.8% | +28.8% | 3.352% | |
5/15/2023 | Trek Financial LLC | 31,832 | $493K | 0.0% | +25.0% | 0.114% | |
5/9/2023 | Verus Capital Partners LLC | 27,817 | $431K | 0.1% | -84.9% | 0.100% | |
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5/9/2023 | Milestone Asset Management LLC | 290,525 | $4.50M | 2.6% | -55.0% | 1.041% | |
5/5/2023 | New Harbor Financial Group LLC | 2,371,177 | $36.73M | 12.4% | +9.6% | 8.499% | |
5/3/2023 | AlphaStar Capital Management LLC | 28,792 | $446K | 0.0% | -65.6% | 0.103% | |
5/3/2023 | Integrated Wealth Concepts LLC | 114,839 | $1.78M | 0.0% | -29.9% | 0.412% | |
4/25/2023 | RIA Advisory Group LLC | 85,169 | $1.32M | 0.6% | N/A | 0.305% | |
4/24/2023 | IMC Chicago LLC | 749,942 | $11.62M | 0.0% | N/A | 2.688% | |
4/21/2023 | Acute Investment Advisory LLC | 481,297 | $7.46M | 4.9% | +5.6% | 1.725% | |
4/21/2023 | Resonant Capital Advisors LLC | 21,359 | $331K | 0.0% | -16.9% | 0.077% | |
4/19/2023 | Brookstone Capital Management | 8,568,619 | $131.70M | 2.6% | -2.3% | 27.245% | |
4/18/2023 | Leuthold Group LLC | 1,502,951 | $23.28M | 3.1% | -15.3% | 4.779% | |