2/9/2024 | CreativeOne Wealth LLC | 11,580 | $387K | 0.0% | -16.0% | 0.064% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 216,780 | $7.24M | 0.4% | +0.7% | 1.201% | |
2/8/2024 | Kingsview Wealth Management LLC | 33,626 | $1.12M | 0.0% | -3.1% | 0.186% | |
2/8/2024 | Farrow Financial Inc. | 8,113 | $271K | 0.2% | N/A | 0.045% | |
2/8/2024 | US Financial Advisors LLC | 32,824 | $1.10M | 0.4% | +7.5% | 0.182% | |
2/6/2024 | Merit Financial Group LLC | 23,951 | $800K | 0.0% | -3.1% | 0.133% | |
|
1/31/2024 | Western Wealth Management LLC | 11,375 | $380K | 0.0% | N/A | 0.063% | |
1/31/2024 | Daiwa Securities Group Inc. | 13,220,068 | $441.55M | 2.7% | +2.3% | 73.241% | |
1/24/2024 | Allworth Financial LP | 3,581 | $120K | 0.0% | -17.9% | 0.020% | |
11/16/2023 | Smart Portfolios LLC | 17,369 | $519K | 0.9% | -3.2% | 0.097% | |
11/13/2023 | US Financial Advisors LLC | 30,540 | $912K | 0.4% | +2.7% | 0.171% | |
11/8/2023 | HighTower Advisors LLC | 23,497 | $701K | 0.0% | N/A | 0.131% | |
11/7/2023 | Kingsview Wealth Management LLC | 34,715 | $1.04M | 0.0% | +3.3% | 0.194% | |
11/7/2023 | Merit Financial Group LLC | 24,706 | $738K | 0.0% | +3.2% | 0.138% | |
11/1/2023 | Daiwa Securities Group Inc. | 12,920,000 | $385.79M | 2.7% | -22.0% | 72.260% | |
11/1/2023 | Wealthfront Advisers LLC | 16,809 | $502K | 0.0% | +6.6% | 0.094% | |
10/31/2023 | Allworth Financial LP | 4,360 | $130K | 0.0% | +21.8% | 0.024% | |
10/30/2023 | Congress Wealth Management LLC DE | 15,834 | $473K | 0.0% | +13.7% | 0.089% | |
10/23/2023 | Commonwealth Equity Services LLC | 20,096 | $600K | 0.0% | +2.4% | 0.112% | |
10/17/2023 | CreativeOne Wealth LLC | 13,787 | $412K | 0.0% | -18.4% | 0.077% | |
8/14/2023 | Perennial Investment Advisors LLC | 28,464 | $883K | 0.2% | +8.8% | 0.132% | |
8/10/2023 | GeoWealth Management LLC | 7,510 | $233K | 0.0% | -7.1% | 0.035% | |
8/10/2023 | US Financial Advisors LLC | 29,747 | $923K | 0.4% | -4.9% | 0.138% | |
8/9/2023 | Flow Traders U.S. LLC | 7,331 | $227K | 0.0% | N/A | 0.034% | |
8/8/2023 | 3D L Capital Management LLC | 25,617 | $795K | 0.2% | +2.8% | 0.119% | |
8/1/2023 | Merit Financial Group LLC | 23,939 | $743K | 0.0% | +24.3% | 0.111% | |
7/31/2023 | LPL Financial LLC | 43,831 | $1.36M | 0.0% | -3.8% | 0.204% | |
7/18/2023 | Allworth Financial LP | 3,581 | $111K | 0.0% | N/A | 0.017% | |
7/6/2023 | HBW Advisory Services LLC | 5,451 | $169K | 0.0% | N/A | 0.025% | |
5/23/2023 | Toroso Investments LLC | 63,588 | $1.88M | 0.1% | -2.8% | 0.293% | |
5/16/2023 | Syntegra Private Wealth Group LLC | 11,473 | $338K | 0.1% | N/A | 0.053% | |
5/15/2023 | Gladstone Institutional Advisory LLC | 253,856 | $7.49M | 0.5% | +6.1% | 1.169% | |
5/12/2023 | Financial Architects Inc | 22,242 | $656K | 0.1% | -1.5% | 0.102% | |
5/12/2023 | GeoWealth Management LLC | 8,083 | $238K | 0.0% | +14.7% | 0.037% | |
5/8/2023 | 3D L Capital Management LLC | 24,919 | $735K | 0.2% | -3.8% | 0.115% | |
5/4/2023 | US Financial Advisors LLC | 31,284 | $923K | 0.4% | +7.0% | 0.144% | |
5/2/2023 | Daiwa Securities Group Inc. | 16,570,000 | $488.65M | 3.4% | +5.4% | 76.324% | |
4/28/2023 | Wealthfront Advisers LLC | 15,689 | $463K | 0.0% | -4.6% | 0.072% | |
4/24/2023 | Merit Financial Group LLC | 19,257 | $568K | 0.0% | +8.1% | 0.089% | |
2/13/2023 | GeoWealth Management LLC | 7,046 | $195K | 0.0% | +1,036.5% | 0.032% | |
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2/7/2023 | LPL Financial LLC | 50,503 | $1.40M | 0.0% | -13.8% | 0.231% | |
2/7/2023 | Financial Architects Inc | 22,586 | $625K | 0.1% | -7.4% | 0.103% | |
2/6/2023 | Daiwa Securities Group Inc. | 15,720,000 | $435.29M | 3.3% | +2.3% | 71.846% | |
2/2/2023 | Congress Wealth Management LLC DE | 13,575 | $376K | 0.0% | +11.8% | 0.062% | |
2/1/2023 | Gladstone Institutional Advisory LLC | 239,309 | $6.63M | 0.5% | +167.4% | 1.094% | |
1/26/2023 | US Financial Advisors LLC | 29,230 | $809K | 0.4% | N/A | 0.139% | |
1/17/2023 | Rede Wealth LLC | 7,499 | $208K | 0.1% | N/A | 0.036% | |
1/13/2023 | Merit Financial Group LLC | 17,809 | $493K | 0.0% | +11.1% | 0.081% | |
11/23/2022 | Toroso Investments LLC | 65,714 | $1.68M | 0.1% | +4.5% | 0.289% | |
11/15/2022 | Financial Architects Inc | 24,379 | $622K | 0.1% | N/A | 0.107% | |
11/2/2022 | Daiwa Securities Group Inc. | 15,370,000 | $392.09M | 3.3% | -1.6% | 67.560% | |
10/31/2022 | Merit Financial Group LLC | 16,025 | $409K | 0.0% | +5.0% | 0.070% | |
10/20/2022 | Gladstone Institutional Advisory LLC | 89,509 | $2.28M | 0.2% | +44.1% | 0.391% | |
10/5/2022 | HBW Advisory Services LLC | 6,530 | $167K | 0.0% | N/A | 0.028% | |
8/23/2022 | WCG Wealth Advisors LLC | 55,050 | $1.47M | 0.2% | N/A | 0.235% | |
8/15/2022 | Johnson Financial Group Inc. | 2,500 | $67K | 0.0% | -28.6% | 0.011% | |
8/12/2022 | Congress Wealth Management LLC DE | 12,068 | $322K | 0.0% | -36.3% | 0.052% | |
8/9/2022 | SeaCrest Wealth Management LLC | 1,000 | $27K | 0.0% | N/A | 0.004% | |
8/8/2022 | Merit Financial Group LLC | 15,262 | $408K | 0.0% | +63.2% | 0.065% | |
8/4/2022 | Harvest Group Wealth Management LLC | 4,746 | $137K | 0.1% | -33.6% | 0.020% | |
8/2/2022 | 3D L Capital Management LLC | 27,182 | $726K | 0.2% | +1.3% | 0.116% | |
7/20/2022 | Wealthfront Advisers LLC | 15,679 | $419K | 0.0% | +11.3% | 0.067% | |
5/10/2022 | 3D L Capital Management LLC | 26,822 | $869K | 0.2% | +4.8% | 0.120% | |
5/9/2022 | Perennial Investment Advisors LLC | 26,197 | $848K | 0.3% | +24.8% | 0.117% | |
5/5/2022 | National Bank of Canada FI | 950 | $30K | 0.0% | N/A | 0.004% | |
5/5/2022 | Financial Architects Inc | 24,371 | $790K | 0.1% | -3.6% | 0.109% | |
5/4/2022 | Commonwealth Equity Services LLC | 20,598 | $667K | 0.0% | +15.9% | 0.092% | |
5/4/2022 | Gladstone Institutional Advisory LLC | 54,160 | $1.76M | 0.1% | -4.2% | 0.243% | |
4/29/2022 | Daiwa Securities Group Inc. | 14,420,000 | $467.42M | 2.9% | +10.3% | 64.577% | |
4/28/2022 | Seaview Investment Managers LLC | 11,421 | $370K | 0.1% | -5.6% | 0.051% | |
4/21/2022 | Harvest Group Wealth Management LLC | 7,144 | $232K | 0.1% | -88.2% | 0.032% | |
2/8/2022 | Bank of America Corp DE | 342,419 | $11.80M | 0.0% | +0.8% | 1.653% | |
2/8/2022 | Stegent Equity Advisors Inc. | 10,219 | $352K | 0.3% | N/A | 0.049% | |
2/7/2022 | WFA of San Diego LLC | 11,212 | $386K | 0.2% | +21.9% | 0.054% | |
2/7/2022 | Sweet Financial Partners LLC | 12,635 | $436K | 0.2% | N/A | 0.061% | |
2/4/2022 | Claudia M.P. Batlle CRP R LLC | 12,101 | $417K | 0.1% | N/A | 0.058% | |
2/4/2022 | Envestnet Asset Management Inc. | 6,469 | $223K | 0.0% | N/A | 0.031% | |
2/4/2022 | Congress Wealth Management LLC DE | 19,011 | $655K | 0.0% | N/A | 0.092% | |
2/3/2022 | Advisor Group Holdings Inc. | 8,090 | $279K | 0.0% | +33.5% | 0.039% | |
2/3/2022 | Daiwa Securities Group Inc. | 13,070,000 | $450.52M | 2.6% | +16.2% | 63.110% | |
1/31/2022 | Commonwealth Equity Services LLC | 17,773 | $612K | 0.0% | +19.6% | 0.086% | |
1/21/2022 | Wealthfront Advisers LLC | 10,744 | $370K | 0.0% | +48.4% | 0.052% | |
1/21/2022 | Harvest Group Wealth Management LLC | 60,464 | $2.08M | 1.2% | +91.4% | 0.292% | |
12/3/2021 | Kingsview Wealth Management LLC | 25,741 | $807K | 0.0% | +6.0% | 0.132% | |
11/16/2021 | Cetera Investment Advisers | 16,911 | $530K | 0.0% | +9.8% | 0.085% | |
11/16/2021 | Toroso Investments LLC | 76,503 | $2.40M | 0.1% | +2.2% | 0.386% | |
11/16/2021 | LPL Financial LLC | 54,480 | $1.71M | 0.0% | +24.7% | 0.275% | |
11/15/2021 | Flow Traders U.S. LLC | 19,875 | $623K | 0.0% | +38.5% | 0.100% | |
11/15/2021 | Morgan Stanley | 2,983,613 | $93.57M | 0.0% | +0.6% | 15.038% | |
11/5/2021 | Daiwa Securities Group Inc. | 11,250,000 | $352.80M | 2.3% | +17.9% | 56.904% | |
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11/3/2021 | Harvest Group Wealth Management LLC | 31,584 | $990K | 0.6% | +32.6% | 0.160% | |
11/2/2021 | Raymond James Financial Services Advisors Inc. | 21,299 | $668K | 0.0% | +16.1% | 0.108% | |
10/29/2021 | GWM Advisors LLC | 12,343 | $387K | 0.0% | -15.4% | 0.055% | |
10/25/2021 | WFA of San Diego LLC | 9,196 | $288K | 0.2% | N/A | 0.047% | |
8/24/2021 | Flow Traders U.S. LLC | 14,354 | $449K | 0.0% | -37.7% | 0.093% | |
8/23/2021 | Morgan Stanley | 2,967,106 | $92.86M | 0.0% | +8.9% | 19.143% | |
8/17/2021 | Kingsview Wealth Management LLC | 24,278 | $764K | 0.0% | -1.4% | 0.157% | |
8/16/2021 | Bank of America Corp DE | 341,676 | $10.69M | 0.0% | +1.6% | 2.204% | |
8/16/2021 | Royal Bank of Canada | 21,330 | $668K | 0.0% | +9.8% | 0.138% | |
8/16/2021 | Morgan Stanley | 2,967,106 | $92.86M | 0.0% | +8.9% | 19.143% | |