4/24/2024 | Financial Freedom LLC | 4,780 | $434K | 0.3% | N/A | 0.081% | |
4/23/2024 | Global Retirement Partners LLC | 391 | $35K | 0.0% | +2,343.8% | 0.007% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 17,786 | $1.61M | 0.0% | -2.0% | 0.302% | |
4/22/2024 | Edge Financial Advisors LLC | 2,739 | $248K | 0.2% | N/A | 0.047% | |
4/15/2024 | Aspiriant LLC | 6,000 | $544K | 0.0% | +5.6% | 0.099% | |
4/5/2024 | Summit Financial Group Inc. | 3,835 | $348K | 0.1% | N/A | 0.074% | |
|
3/18/2024 | CoreFirst Bank & Trust | 8,750 | $712K | 0.5% | +821.1% | 0.169% | |
3/1/2024 | Goldman Sachs Group Inc. | 1,397,000 | $113.67M | 0.0% | -15.2% | 26.917% | |
2/13/2024 | Tower Research Capital LLC TRC | 22,726 | $1.85M | 0.0% | +37.8% | 0.438% | |
2/13/2024 | Goldman Sachs Group Inc. | 1,397,000 | $113.67M | 0.0% | -15.2% | 26.917% | |
2/12/2024 | Miller Investment Management LP | 143,009 | $11.64M | 1.7% | -1.0% | 2.755% | |
2/12/2024 | Tradition Wealth Management LLC | 6,464 | $526K | 0.1% | -5.1% | 0.125% | |
2/12/2024 | Avestar Capital LLC | 52,649 | $4.28M | 0.5% | N/A | 1.014% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 7,296 | $594K | 0.0% | +2.6% | 0.141% | |
2/9/2024 | Orion Portfolio Solutions LLC | 34,811 | $2.96M | 0.0% | -8.5% | 0.671% | |
2/9/2024 | Assetmark Inc. | 5,485 | $446K | 0.0% | +107.5% | 0.106% | |
2/9/2024 | Trexquant Investment LP | 6,195 | $504K | 0.0% | N/A | 0.119% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 46,927 | $3.82M | 0.2% | N/A | 0.904% | |
2/8/2024 | Independent Advisor Alliance | 98,473 | $7.94M | 0.3% | +100.8% | 1.897% | |
2/8/2024 | WT Wealth Management | 39,613 | $3.22M | 1.3% | +11.7% | 0.763% | |
2/8/2024 | Kingsview Wealth Management LLC | 2,507 | $204K | 0.0% | -17.5% | 0.048% | |
2/7/2024 | Almanack Investment Partners LLC. | 2,771 | $225K | 0.0% | N/A | 0.053% | |
2/7/2024 | BNP Paribas Financial Markets | 101,804 | $8.28M | 0.0% | -59.6% | 1.962% | |
2/6/2024 | National Bank of Canada FI | 13,643 | $1.13M | 0.0% | -11.5% | 0.263% | |
2/6/2024 | Avalon Trust Co | 285,375 | $23.22M | 2.1% | -0.8% | 5.499% | |
2/6/2024 | Axxcess Wealth Management LLC | 11,633 | $947K | 0.0% | -4.2% | 0.224% | |
2/5/2024 | Conservest Capital Advisors Inc. | 5,497 | $447K | 0.0% | N/A | 0.106% | |
2/2/2024 | Nadler Financial Group Inc. | 2,995 | $244K | 0.0% | -30.9% | 0.058% | |
2/2/2024 | Atria Wealth Solutions Inc. | 3,721 | $303K | 0.0% | -74.1% | 0.072% | |
1/30/2024 | Private Client Services LLC | 3,667 | $298K | 0.2% | N/A | 0.071% | |
1/30/2024 | Vontobel Holding Ltd. | 8,000 | $651K | 0.0% | -20.0% | 0.154% | |
1/25/2024 | International Assets Investment Management LLC | 27,502 | $2.24M | 0.0% | +910.0% | 0.520% | |
1/25/2024 | Investment Partners Asset Management Inc. | 4,356 | $354K | 0.4% | N/A | 0.082% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 142,094 | $11.56M | 0.2% | -4.1% | 2.686% | |
1/24/2024 | Allworth Financial LP | 349 | $28K | 0.0% | N/A | 0.007% | |
1/24/2024 | International Assets Investment Management LLC | 27,502 | $2.24M | 0.0% | +910.0% | 0.520% | |
1/22/2024 | Bank Hapoalim BM | 5,373 | $437K | 0.1% | -5.1% | 0.103% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 18,148 | $1.48M | 0.0% | +462.4% | 0.346% | |
1/16/2024 | Valicenti Advisory Services Inc. | 74,091 | $6.03M | 1.8% | -6.8% | 1.414% | |
1/12/2024 | Twelve Points Wealth Management LLC | 47,198 | $3.84M | 1.8% | -3.4% | 0.901% | |
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12/18/2023 | CoreFirst Bank & Trust | 950 | $76K | 0.1% | N/A | 0.019% | |
12/4/2023 | WT Wealth Management | 35,458 | $2.83M | 1.2% | +1.5% | 0.697% | |
11/15/2023 | GSA Capital Partners LLP | 13,210 | $1.06M | 0.1% | +12.6% | 0.260% | |
11/15/2023 | Alerus Financial NA | 84,214 | $6.73M | 0.6% | +24.4% | 1.654% | |
11/14/2023 | Tower Research Capital LLC TRC | 16,494 | $1.32M | 0.0% | +119.4% | 0.324% | |
11/14/2023 | Miller Investment Management LP | 144,419 | $11.53M | 1.8% | -0.4% | 2.837% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 748 | $60K | 0.0% | N/A | 0.015% | |
11/13/2023 | LPL Financial LLC | 65,749 | $5.25M | 0.0% | +60.8% | 1.292% | |
11/9/2023 | Montag A & Associates Inc. | 660 | $53K | 0.0% | -52.2% | 0.013% | |
11/9/2023 | Prime Capital Investment Advisors LLC | 148,150 | $11.83M | 0.2% | +1.2% | 2.911% | |
11/9/2023 | Blair William & Co. IL | 3,588 | $287K | 0.0% | +306.8% | 0.070% | |
11/8/2023 | Atria Wealth Solutions Inc. | 14,388 | $1.15M | 0.0% | +336.0% | 0.283% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 4,253 | $340K | 0.0% | +48.3% | 0.084% | |
11/8/2023 | Oppenheimer & Co. Inc. | 8,799 | $703K | 0.0% | -69.9% | 0.173% | |
11/1/2023 | Orion Portfolio Solutions LLC | 38,038 | $3.04M | 0.0% | -5.7% | 0.712% | |
10/27/2023 | Assetmark Inc. | 2,644 | $211K | 0.0% | N/A | 0.049% | |
10/24/2023 | Independent Advisor Alliance | 49,050 | $3.92M | 0.2% | N/A | 0.910% | |
10/24/2023 | Raymond James & Associates | 4,887 | $390K | 0.0% | +19.6% | 0.092% | |
10/24/2023 | Bank Hapoalim BM | 5,663 | $452K | 0.1% | -54.6% | 0.106% | |
10/23/2023 | Commonwealth Equity Services LLC | 18,951 | $1.51M | 0.0% | +2.3% | 0.355% | |
10/18/2023 | Valicenti Advisory Services Inc. | 79,514 | $6.35M | 2.2% | +4.4% | 1.578% | |
10/11/2023 | Vontobel Holding Ltd. | 10,000 | $799K | 0.0% | -78.3% | 0.198% | |
10/10/2023 | National Bank of Canada FI | 15,422 | $1.21M | 0.0% | -1.3% | 0.306% | |
10/4/2023 | International Assets Investment Management LLC | 2,723 | $217K | 0.0% | N/A | 0.054% | |
8/14/2023 | Aspen Grove Capital LLC | 24,881 | $1.96M | 0.6% | +0.8% | 0.531% | |
8/11/2023 | Trexquant Investment LP | 3,508 | $276K | 0.0% | N/A | 0.075% | |
8/11/2023 | Lansing Street Advisors | 24,253 | $1.91M | 1.1% | -4.9% | 0.517% | |
8/10/2023 | Commonwealth Equity Services LLC | 18,529 | $1.46M | 0.0% | -1.7% | 0.395% | |
8/10/2023 | Meitav Investment House Ltd. | 1,367 | $106K | 0.0% | N/A | 0.029% | |
8/10/2023 | Cetera Advisor Networks LLC | 8,056 | $635K | 0.0% | +58.9% | 0.172% | |
8/10/2023 | Wintrust Investments LLC | 8,285 | $653K | 0.1% | N/A | 0.177% | |
8/9/2023 | BNP Paribas Arbitrage SNC | 400,800 | $31.57M | 0.0% | +298.8% | 8.546% | |
8/9/2023 | Avalon Trust Co | 286,225 | $22.55M | 2.0% | -0.1% | 6.103% | |
8/3/2023 | Atria Wealth Solutions Inc. | 3,300 | $260K | 0.0% | -81.6% | 0.070% | |
8/3/2023 | Oppenheimer & Co. Inc. | 29,237 | $2.30M | 0.0% | -34.9% | 0.623% | |
8/2/2023 | Bank of Montreal Can | 14,270 | $1.13M | 0.0% | N/A | 0.304% | |
7/31/2023 | LPL Financial LLC | 40,899 | $3.22M | 0.0% | -8.3% | 0.872% | |
7/28/2023 | First Republic Investment Management Inc. | 2,867 | $226K | 0.0% | -20.2% | 0.061% | |
7/28/2023 | Capital Investment Advisory Services LLC | 475 | $37K | 0.0% | -24.0% | 0.010% | |
7/26/2023 | National Bank of Canada FI | 15,631 | $1.23M | 0.0% | -4.1% | 0.333% | |
7/26/2023 | Bank Hapoalim BM | 12,473 | $982K | 0.1% | -5.9% | 0.266% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 3,310 | $261K | 0.0% | +19.8% | 0.071% | |
7/25/2023 | Raymond James & Associates | 4,087 | $322K | 0.0% | -39.1% | 0.087% | |
7/25/2023 | WT Wealth Management | 34,928 | $2.75M | 1.1% | +8.0% | 0.745% | |
7/24/2023 | Vontobel Holding Ltd. | 46,000 | $3.62M | 0.0% | +12.2% | 0.981% | |
7/21/2023 | Riggs Asset Managment Co. Inc. | 4,368 | $344K | 0.1% | -10.1% | 0.096% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 9,802 | $772K | 0.0% | +49.1% | 0.198% | |
7/12/2023 | Valicenti Advisory Services Inc. | 76,195 | $6.00M | 1.9% | -6.2% | 1.542% | |
6/14/2023 | Atria Wealth Solutions Inc. | 17,925 | $1.39M | 0.0% | N/A | 0.356% | |
5/12/2023 | HRT Financial LP | 67,098 | $5.21M | 0.1% | +1,225.5% | 1.331% | |
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5/11/2023 | Avalon Trust Co | 286,375 | $22.23M | 2.2% | N/A | 5.682% | |
5/11/2023 | Jaffetilchin Investment Partners LLC | 4,676 | $363K | 0.0% | +26.5% | 0.093% | |
5/11/2023 | Seaview Investment Managers LLC | 26,298 | $2.04M | 0.7% | -0.6% | 0.522% | |
5/11/2023 | Edmond DE Rothschild Holding S.A. | 422 | $33K | 0.0% | -90.0% | 0.008% | |
5/10/2023 | Oppenheimer & Co. Inc. | 44,922 | $3.49M | 0.1% | -3.2% | 0.891% | |
5/10/2023 | LPL Financial LLC | 44,603 | $3.46M | 0.0% | -59.7% | 0.885% | |
5/9/2023 | Tower Research Capital LLC TRC | 29,567 | $2.30M | 0.1% | N/A | 0.587% | |
5/3/2023 | Advisors Preferred LLC | 424 | $33K | 0.0% | -73.6% | 0.008% | |
4/28/2023 | Lansing Street Advisors | 25,490 | $1.98M | 1.2% | -3.1% | 0.482% | |
4/27/2023 | Financial & Tax Architects LLC | 4,001 | $311K | 0.1% | -23.2% | 0.076% | |