11/15/2024 | MML Investors Services LLC | 2,781 | $252K | 0.0% | -4.0% | 0.091% | |
11/15/2024 | Northeast Financial Consultants Inc | 10,105 | $915K | 0.0% | -14.5% | 0.331% | |
11/15/2024 | Jane Street Group LLC | 17,827 | $1.61M | 0.0% | N/A | 0.584% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 5,264 | $476K | 0.0% | -2.4% | 0.173% | |
11/15/2024 | HighTower Advisors LLC | 18,848 | $1.71M | 0.0% | -3.4% | 0.618% | |
11/14/2024 | Flow Traders U.S. LLC | 6,438 | $583K | 0.0% | N/A | 0.211% | |
|
11/12/2024 | MGB Wealth Management LLC | 3,930 | $356K | 0.1% | -5.4% | 0.129% | |
11/6/2024 | Main Street Financial Solutions LLC | 2,996 | $271K | 0.0% | -30.1% | 0.098% | |
11/5/2024 | First Heartland Consultants Inc. | 6,056 | $548K | 0.1% | +4.8% | 0.199% | |
11/1/2024 | Atria Investments Inc | 6,658 | $603K | 0.0% | +10.5% | 0.218% | |
11/1/2024 | Quantum Private Wealth LLC | 2,500 | $226K | 0.1% | -43.0% | 0.082% | |
10/29/2024 | Clear Creek Financial Management LLC | 18,342 | $1.66M | 0.2% | +2.1% | 0.601% | |
10/28/2024 | Bank Hapoalim BM | 6,967 | $631K | 0.1% | -16.8% | 0.228% | |
10/9/2024 | Pacific Sun Financial Corp | 13,151 | $1.19M | 0.7% | -5.8% | 0.431% | |
8/22/2024 | Cetera Investment Advisers | 20,317 | $1.72M | 0.0% | -19.7% | 0.666% | |
8/21/2024 | Truist Financial Corp | 2,384 | $201K | 0.0% | -14.5% | 0.078% | |
8/16/2024 | Northeast Financial Consultants Inc | 11,815 | $997K | 0.0% | -15.8% | 0.387% | |
8/14/2024 | Bank of Montreal Can | 5,749 | $485K | 0.0% | +49.6% | 0.188% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 2,737 | $231K | 0.0% | -12.7% | 0.090% | |
8/8/2024 | Main Street Financial Solutions LLC | 4,286 | $362K | 0.0% | -9.5% | 0.141% | |
8/2/2024 | Belpointe Asset Management LLC | 7,850 | $663K | 0.0% | -60.2% | 0.257% | |
7/31/2024 | Commonwealth Equity Services LLC | 15,453 | $1.30M | 0.0% | -3.2% | 0.507% | |
7/25/2024 | First Heartland Consultants Inc. | 5,778 | $488K | 0.0% | +52.3% | 0.189% | |
7/25/2024 | Clear Creek Financial Management LLC | 17,959 | $1.52M | 0.2% | +1.8% | 0.589% | |
7/23/2024 | Bank Hapoalim BM | 8,372 | $707K | 0.1% | -18.9% | 0.274% | |
7/22/2024 | Atria Wealth Solutions Inc. | 27,885 | $2.35M | 0.0% | +7.3% | 0.914% | |
7/20/2024 | Means Investment CO. Inc. | 11,615 | $980K | 0.1% | -19.5% | 0.381% | |
7/19/2024 | Pacific Sun Financial Corp | 13,961 | $1.18M | 0.7% | -3.5% | 0.458% | |
7/18/2024 | Royal Fund Management LLC | 26,934 | $2.28M | 0.2% | -19.9% | 0.883% | |
5/24/2024 | Cetera Investment Advisers | 25,287 | $2.22M | 0.0% | N/A | 0.829% | |
5/7/2024 | NTV Asset Management LLC | 21,010 | $1.85M | 0.3% | -1.4% | 0.689% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 2,782 | $245K | 0.0% | -18.4% | 0.091% | |
4/30/2024 | Fortis Group Advisors LLC | 4,643 | $408K | 0.1% | N/A | 0.145% | |
4/30/2024 | Commonwealth Equity Services LLC | 15,960 | $1.40M | 0.0% | -4.8% | 0.499% | |
4/26/2024 | Clear Creek Financial Management LLC | 17,649 | $1.55M | 0.2% | +370.1% | 0.552% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 1,426 | $125K | 0.1% | -43.9% | 0.045% | |
4/23/2024 | WASHINGTON TRUST Co | 403 | $35K | 0.0% | N/A | 0.013% | |
4/11/2024 | Royal Fund Management LLC | 33,608 | $2.96M | 0.3% | -6.4% | 0.525% | |
3/22/2024 | Livelsberger Financial Advisory | 920 | $78K | 0.1% | N/A | 0.014% | |
2/9/2024 | Advisory Services Network LLC | 16,591 | $1.40M | 0.0% | +11.0% | 0.259% | |
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2/9/2024 | AXS Investments LLC | 2,640 | $222K | 0.1% | -10.1% | 0.041% | |
2/9/2024 | UBS Group AG | 71,180 | $6.00M | 0.0% | -11.1% | 1.112% | |
2/8/2024 | Foundations Investment Advisors LLC | 20,733 | $1.77M | 0.0% | +67.7% | 0.324% | |
2/8/2024 | Pacific Sun Financial Corp | 15,368 | $1.30M | 0.8% | -9.9% | 0.240% | |
2/7/2024 | Integrity Financial Corp WA | 388 | $33K | 0.0% | -30.0% | 0.006% | |
2/7/2024 | BNP Paribas Financial Markets | 21,160 | $1.78M | 0.0% | -54.1% | 0.331% | |
2/6/2024 | NTV Asset Management LLC | 21,310 | $1.80M | 0.3% | -12.9% | 0.333% | |
2/6/2024 | Royal Fund Management LLC | 35,922 | $3.03M | 0.3% | -8.8% | 0.561% | |
2/6/2024 | Solutions 4 Wealth Ltd | 3,535 | $298K | 1.0% | N/A | 0.055% | |
2/6/2024 | 9258 Wealth Management LLC | 4,880 | $411K | 0.1% | -4.8% | 0.076% | |
2/2/2024 | Truist Financial Corp | 2,553 | $215K | 0.0% | N/A | 0.040% | |
2/2/2024 | Bryn Mawr Capital Management LLC | 3,410 | $287K | 0.0% | -16.7% | 0.053% | |
2/2/2024 | Simplex Trading LLC | 327 | $27K | 0.0% | +738.5% | 0.005% | |
2/2/2024 | VCI Wealth Management LLC | 7,410 | $624K | 0.4% | N/A | 0.116% | |
2/2/2024 | Atria Wealth Solutions Inc. | 24,301 | $2.05M | 0.0% | +2.6% | 0.380% | |
2/1/2024 | Millington Financial Advisors LLC | 31,697 | $2.67M | 2.1% | -6.8% | 0.495% | |
2/1/2024 | Telemus Capital LLC | 6,467 | $545K | 0.0% | N/A | 0.101% | |
1/30/2024 | SFI Advisors LLC | 18,652 | $1.57M | 1.3% | N/A | 0.291% | |
1/29/2024 | Meitav Investment House Ltd. | 21,179 | $1.79M | 0.0% | -4.4% | 0.331% | |
1/25/2024 | International Assets Investment Management LLC | 109,523 | $9.23M | 0.0% | N/A | 1.711% | |
1/25/2024 | Means Investment CO. Inc. | 15,881 | $1.34M | 0.2% | -13.9% | 0.248% | |
1/24/2024 | International Assets Investment Management LLC | 109,523 | $9.23M | 0.0% | N/A | 1.711% | |
1/24/2024 | Clear Creek Financial Management LLC | 3,754 | $316K | 0.1% | +10.6% | 0.059% | |
1/22/2024 | Bank Hapoalim BM | 10,878 | $917K | 0.1% | -8.7% | 0.170% | |
1/17/2024 | Blackston Financial Advisory Group LLC | 4,478 | $377K | 0.2% | N/A | 0.070% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 7,223 | $609K | 0.0% | +65.1% | 0.113% | |
1/16/2024 | Raymond James & Associates | 14,742 | $1.24M | 0.0% | -11.5% | 0.230% | |
12/6/2023 | Citigroup Inc. | 6,838 | $534K | 0.0% | -76.4% | 0.107% | |
11/30/2023 | Modera Wealth Management LLC | 81,492 | $6.36M | 0.1% | N/A | 1.273% | |
11/13/2023 | LPL Financial LLC | 114,652 | $8.95M | 0.0% | -15.3% | 1.791% | |
11/13/2023 | Robertson Stephens Wealth Management LLC | 3,090 | $241K | 0.0% | -34.8% | 0.048% | |
11/9/2023 | Citigroup Inc. | 6,838 | $534K | 0.0% | -76.4% | 0.107% | |
11/9/2023 | UBS Group AG | 80,088 | $6.25M | 0.0% | -3.1% | 1.251% | |
11/8/2023 | HighTower Advisors LLC | 25,107 | $1.95M | 0.0% | +1.1% | 0.392% | |
11/8/2023 | Atria Wealth Solutions Inc. | 23,691 | $1.85M | 0.0% | +16.0% | 0.370% | |
11/8/2023 | Bryn Mawr Capital Management LLC | 4,093 | $320K | 0.0% | N/A | 0.064% | |
11/8/2023 | Stonebridge Financial Planning Group LLC | 3,501 | $273K | 0.2% | -11.8% | 0.055% | |
11/7/2023 | Merit Financial Group LLC | 6,371 | $497K | 0.0% | +9.5% | 0.100% | |
11/6/2023 | NTV Asset Management LLC | 24,470 | $1.91M | 0.3% | -0.9% | 0.382% | |
11/3/2023 | Main Street Financial Solutions LLC | 4,754 | $371K | 0.1% | -11.2% | 0.074% | |
11/2/2023 | Millington Financial Advisors LLC | 34,002 | $2.66M | 2.4% | +3.3% | 0.531% | |
11/2/2023 | Quantum Private Wealth LLC | 4,416 | $345K | 0.2% | -10.3% | 0.069% | |
11/2/2023 | Capital Investment Advisory Services LLC | 821 | $64K | 0.0% | N/A | 0.013% | |
11/1/2023 | Wealthfront Advisers LLC | 3,097 | $242K | 0.0% | -36.4% | 0.048% | |
10/27/2023 | Financial Advocates Investment Management | 33,270 | $2.60M | 0.2% | N/A | 0.520% | |
10/25/2023 | Means Investment CO. Inc. | 18,438 | $1.44M | 0.2% | -11.1% | 0.288% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 4,376 | $342K | 0.0% | -10.6% | 0.068% | |
10/24/2023 | Raymond James & Associates | 16,650 | $1.30M | 0.0% | +102.6% | 0.260% | |
10/24/2023 | Bank Hapoalim BM | 11,915 | $930K | 0.2% | -1.7% | 0.186% | |
10/23/2023 | Commonwealth Equity Services LLC | 22,023 | $1.72M | 0.0% | -4.5% | 0.344% | |
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10/17/2023 | Royal Fund Management LLC | 39,370 | $3.07M | 0.4% | -4.5% | 0.615% | |
10/17/2023 | Newbridge Financial Services Group Inc. | 3,022 | $236K | 0.1% | -8.5% | 0.047% | |
10/11/2023 | AE Wealth Management LLC | 7,087 | $553K | 0.0% | +9.9% | 0.111% | |
10/11/2023 | KWB Wealth | 2,837 | $221K | 0.0% | -6.3% | 0.044% | |
10/5/2023 | Foundations Investment Advisors LLC | 12,364 | $965K | 0.0% | N/A | 0.193% | |
8/11/2023 | Robertson Stephens Wealth Management LLC | 4,740 | $466K | 0.0% | -59.0% | 0.074% | |
8/10/2023 | Commonwealth Equity Services LLC | 23,050 | $2.27M | 0.0% | +6.0% | 0.360% | |
8/10/2023 | Private Advisor Group LLC | 4,651 | $458K | 0.0% | N/A | 0.073% | |
8/10/2023 | Meitav Investment House Ltd. | 22,153 | $2.16M | 0.0% | +1.3% | 0.346% | |
8/10/2023 | Cetera Advisor Networks LLC | 40,499 | $3.99M | 0.0% | -1.5% | 0.633% | |