4/23/2024 | Global Retirement Partners LLC | 3,259 | $37K | 0.0% | +107.8% | 0.005% | |
4/22/2024 | Strategic Financial Concepts LLC | 55,800 | $635K | 0.2% | N/A | 0.091% | |
4/22/2024 | PFG Investments LLC | 101,835 | $1.16M | 0.1% | N/A | 0.165% | |
4/15/2024 | Sound Income Strategies LLC | 3,446,552 | $39.22M | 2.9% | +6.2% | 5.592% | |
3/1/2024 | Creekmur Asset Management LLC | 10,371 | $125K | 0.0% | N/A | 0.017% | |
2/14/2024 | Muzinich & Co. Inc. | 55,876 | $676K | 0.4% | -13.2% | 0.091% | |
|
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 208,471 | $2.52M | 1.2% | +22.7% | 0.338% | |
2/12/2024 | Capstone Investment Advisors LLC | 20,000 | $242K | 0.0% | N/A | 0.032% | |
2/12/2024 | Cape Investment Advisory Inc. | 2,391 | $29K | 0.0% | N/A | 0.004% | |
2/9/2024 | Trexquant Investment LP | 102,342 | $1.24M | 0.0% | -16.9% | 0.174% | |
2/9/2024 | Mckinley Capital Management LLC | 82,922 | $1.00M | 0.1% | -1.3% | 0.141% | |
2/8/2024 | Janney Montgomery Scott LLC | 38,710 | $468K | 0.0% | -8.0% | 0.066% | |
2/7/2024 | Wambolt & Associates LLC | 18,020 | $218K | 0.0% | -7.5% | 0.031% | |
2/6/2024 | Private Advisor Group LLC | 15,704 | $190K | 0.0% | N/A | 0.027% | |
2/5/2024 | Van ECK Associates Corp | 1,021,521 | $12.36M | 0.0% | +11.8% | 1.739% | |
2/1/2024 | Sigma Planning Corp | 16,204 | $196K | 0.0% | -13.0% | 0.028% | |
1/30/2024 | Sumitomo Mitsui Trust Holdings Inc. | 55,876 | $676K | 0.0% | -13.2% | 0.095% | |
1/29/2024 | Graypoint LLC | 63,938 | $774K | 0.1% | +2.0% | 0.109% | |
1/29/2024 | NewEdge Wealth LLC | 309,203 | $3.74M | 0.1% | N/A | 0.526% | |
1/24/2024 | International Assets Investment Management LLC | 287,738 | $3.48M | 0.0% | +1,110.0% | 0.490% | |
1/22/2024 | Strategies Wealth Advisors LLC | 10,971 | $133K | 0.0% | -46.1% | 0.019% | |
1/19/2024 | PFG Advisors | 110,503 | $1.34M | 0.1% | -6.8% | 0.188% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 15,794 | $191K | 0.0% | +29.0% | 0.027% | |
1/10/2024 | Sound Income Strategies LLC | 3,246,302 | $39.28M | 3.3% | +3.8% | 5.527% | |
1/8/2024 | Optimum Investment Advisors | 28,801 | $348K | 0.2% | +11.6% | 0.049% | |
11/15/2023 | Toroso Investments LLC | 77,596 | $827K | 0.0% | +6.4% | 0.132% | |
11/15/2023 | Advisors Asset Management Inc. | 324,900 | $3.46M | 0.1% | +7.9% | 0.553% | |
11/14/2023 | Trexquant Investment LP | 123,186 | $1.31M | 0.0% | -2.5% | 0.210% | |
11/14/2023 | Mckinley Capital Management LLC | 83,972 | $895K | 0.1% | -5.4% | 0.143% | |
11/13/2023 | Connor Clark & Lunn Investment Management Ltd. | 20,899 | $223K | 0.0% | N/A | 0.036% | |
11/13/2023 | Altshuler Shaham Ltd | 1,730,086 | $18.47M | 0.5% | -5.9% | 2.945% | |
11/13/2023 | Muzinich & Co. Inc. | 64,390 | $686K | 0.5% | -29.1% | 0.110% | |
11/13/2023 | WINTON GROUP Ltd | 34,861 | $372K | 0.0% | N/A | 0.059% | |
11/8/2023 | HighTower Advisors LLC | 131,244 | $1.40M | 0.0% | +4.1% | 0.223% | |
11/8/2023 | Van ECK Associates Corp | 913,933 | $9.74M | 0.0% | +25.8% | 1.556% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 316,170 | $3.37M | 0.0% | -8.5% | 0.538% | |
11/7/2023 | Virtus ETF Advisers LLC | 71,142 | $758K | 0.5% | +121.8% | 0.121% | |
11/7/2023 | Jump Financial LLC | 52,600 | $561K | 0.0% | -53.2% | 0.090% | |
11/6/2023 | Sigma Planning Corp | 18,616 | $198K | 0.0% | +8.3% | 0.032% | |
11/1/2023 | Calton & Associates Inc. | 12,205 | $130K | 0.2% | N/A | 0.021% | |
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10/31/2023 | Golden Green Inc. | 153,476 | $1.64M | 1.7% | +1.7% | 0.261% | |
10/30/2023 | CFO4Life Group LLC | 10,464 | $112K | 0.0% | N/A | 0.018% | |
10/30/2023 | Sumitomo Mitsui Trust Holdings Inc. | 64,390 | $686K | 0.0% | -29.1% | 0.110% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 50,025 | $533K | 0.0% | -59.1% | 0.085% | |
10/26/2023 | Graypoint LLC | 62,700 | $668K | 0.1% | N/A | 0.107% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 12,239 | $130K | 0.0% | N/A | 0.021% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 41,448 | $442K | 0.0% | +21.1% | 0.071% | |
10/23/2023 | Commonwealth Equity Services LLC | 19,936 | $213K | 0.0% | +55.8% | 0.034% | |
10/17/2023 | Firethorn Wealth Partners LLC | 11,670 | $124K | 0.1% | -39.4% | 0.020% | |
10/13/2023 | PFG Advisors | 118,575 | $1.26M | 0.1% | -3.7% | 0.202% | |
10/13/2023 | Optimum Investment Advisors | 25,801 | $275K | 0.1% | +18.3% | 0.044% | |
10/12/2023 | Sound Income Strategies LLC | 3,127,715 | $33.34M | 3.0% | +4.0% | 5.325% | |
10/11/2023 | AE Wealth Management LLC | 42,245 | $450K | 0.0% | -35.8% | 0.072% | |
10/10/2023 | Strategies Wealth Advisors LLC | 20,372 | $217K | 0.0% | N/A | 0.035% | |
8/11/2023 | Natixis | 19,076 | $203K | 0.0% | -32.0% | 0.038% | |
8/11/2023 | Trexquant Investment LP | 126,375 | $1.35M | 0.0% | +598.2% | 0.254% | |
8/8/2023 | Wilbanks Smith & Thomas Asset Management LLC | 10,000 | $106K | 0.0% | -81.8% | 0.020% | |
8/4/2023 | Parallel Advisors LLC | 4,006 | $43K | 0.0% | N/A | 0.008% | |
8/3/2023 | Van ECK Associates Corp | 726,596 | $7.74M | 0.0% | +7.0% | 1.461% | |
8/3/2023 | Mackenzie Financial Corp | 48,328 | $516K | 0.0% | -22.8% | 0.097% | |
8/3/2023 | Gratus Capital LLC | 10,000 | $106K | 0.0% | N/A | 0.020% | |
8/2/2023 | Sigma Planning Corp | 17,187 | $183K | 0.0% | +11.1% | 0.035% | |
8/1/2023 | Firethorn Wealth Partners LLC | 19,272 | $205K | 0.2% | +72.6% | 0.039% | |
7/31/2023 | LPL Financial LLC | 65,680 | $699K | 0.0% | +26.9% | 0.132% | |
7/31/2023 | Sumitomo Mitsui Trust Holdings Inc. | 90,804 | $967K | 0.0% | -13.7% | 0.183% | |
7/28/2023 | First Republic Investment Management Inc. | 345,391 | $3.68M | 0.0% | -2.4% | 0.695% | |
7/27/2023 | Virtu Financial LLC | 37,448 | $399K | 0.0% | N/A | 0.075% | |
7/26/2023 | Latitude Advisors LLC | 11,249 | $120K | 0.1% | +10.6% | 0.023% | |
7/24/2023 | Sage Mountain Advisors LLC | 10,000 | $106K | 0.0% | -50.0% | 0.020% | |
7/13/2023 | Golden Green Inc. | 150,842 | $1.61M | 1.7% | -1.8% | 0.303% | |
7/13/2023 | Mid American Wealth Advisory Group Inc. | 20,783 | $223K | 0.2% | N/A | 0.042% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 34,220 | $364K | 0.0% | +8.9% | 0.069% | |
7/10/2023 | AE Wealth Management LLC | 65,779 | $701K | 0.0% | +8.1% | 0.132% | |
7/10/2023 | Sound Income Strategies LLC | 3,006,237 | $32.02M | 3.3% | +4.9% | 6.045% | |
5/12/2023 | Beacon Investment Advisors LLC | 12,014 | $127K | 0.1% | N/A | 0.024% | |
5/12/2023 | First Republic Investment Management Inc. | 353,794 | $3.75M | 0.0% | -2.8% | 0.711% | |
5/11/2023 | Muzinich & Co. Inc. | 105,234 | $1.12M | 0.8% | -8.0% | 0.212% | |
5/11/2023 | Golden Green Inc. | 153,589 | $1.63M | 1.9% | N/A | 0.309% | |
5/9/2023 | Wedbush Securities Inc. | 53,245 | $565K | 0.0% | -4.7% | 0.107% | |
5/8/2023 | Sigma Planning Corp | 15,468 | $164K | 0.0% | N/A | 0.031% | |
5/5/2023 | Wilbanks Smith & Thomas Asset Management LLC | 55,000 | $584K | 0.0% | +10.0% | 0.111% | |
5/4/2023 | Emerald Mutual Fund Advisers Trust | 70,760 | $751K | 0.0% | N/A | 0.142% | |
5/3/2023 | Van ECK Associates Corp | 678,827 | $7.20M | 0.0% | +15.9% | 1.365% | |
5/3/2023 | Optimum Investment Advisors | 21,801 | $231K | 0.1% | -12.1% | 0.044% | |
5/2/2023 | AllSquare Wealth Management LLC | 15,700 | $167K | 0.1% | -8.7% | 0.032% | |
5/2/2023 | Firethorn Wealth Partners LLC | 11,166 | $121K | 0.1% | N/A | 0.022% | |
4/28/2023 | Avantax Advisory Services Inc. | 16,241 | $172K | 0.0% | +11.6% | 0.033% | |
4/27/2023 | Latitude Advisors LLC | 10,170 | $108K | 0.1% | N/A | 0.020% | |
4/27/2023 | Sumitomo Mitsui Trust Holdings Inc. | 105,234 | $1.12M | 0.0% | -8.0% | 0.212% | |
4/25/2023 | Sage Mountain Advisors LLC | 20,000 | $212K | 0.0% | N/A | 0.040% | |
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4/24/2023 | Mackenzie Financial Corp | 62,582 | $664K | 0.0% | +40.4% | 0.126% | |
4/21/2023 | PFG Advisors | 123,877 | $1.31M | 0.1% | -9.1% | 0.249% | |
4/20/2023 | Hennion & Walsh Asset Management Inc. | 162,827 | $1.73M | 0.1% | -22.5% | 0.327% | |
4/19/2023 | International Assets Investment Management LLC | 23,780 | $252K | 0.0% | -7.1% | 0.048% | |
4/14/2023 | AE Wealth Management LLC | 60,834 | $645K | 0.0% | +37.1% | 0.122% | |
4/10/2023 | Sound Income Strategies LLC | 2,865,356 | $30.40M | 3.3% | -0.1% | 5.762% | |
4/6/2023 | Teamwork Financial Advisors LLC | 17,128 | $182K | 0.0% | +9.6% | 0.034% | |
2/16/2023 | Altshuler Shaham Ltd | 1,839,245 | $20.24M | 0.8% | -2.7% | 3.702% | |
2/13/2023 | Advisors Asset Management Inc. | 308,739 | $3.39M | 0.1% | +16.7% | 0.621% | |
2/10/2023 | Advisor Group Holdings Inc. | 213,052 | $2.34M | 0.0% | +0.6% | 0.470% | |