5/2/2025 | BIP Wealth LLC | 249,995 | $8.92M | 0.6% | -2.2% | 1.984% | |
4/29/2025 | Wayfinding Financial LLC | 3,544 | $126K | 0.1% | N/A | 0.028% | |
2/17/2025 | Captrust Financial Advisors | 206,105 | $7.42M | 0.0% | +11.3% | 1.257% | |
2/17/2025 | Baird Financial Group Inc. | 106,723 | $3.84M | 0.0% | -24.5% | 0.651% | |
2/17/2025 | BIP Wealth LLC | 255,694 | $9.20M | 0.6% | +4.2% | 1.559% | |
2/17/2025 | Ameriprise Financial Inc. | 811,440 | $29.19M | 0.0% | +3.2% | 4.948% | |
2/14/2025 | Integrated Wealth Concepts LLC | 32,510 | $1.17M | 0.0% | +2.5% | 0.198% | |
2/14/2025 | IHT Wealth Management LLC | 57,027 | $2.05M | 0.1% | -10.4% | 0.348% | |
2/13/2025 | Legacy Financial Advisors Inc. | 108,047 | $3.89M | 0.6% | -17.1% | 0.659% | |
2/12/2025 | Brown Brothers Harriman & Co. | 1,151 | $41K | 0.0% | N/A | 0.007% | |
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2/12/2025 | JPMorgan Chase & Co. | 278,326 | $10.01M | 0.0% | +29.3% | 1.697% | |
2/11/2025 | Runnymede Capital Advisors Inc. | 710 | $26K | 0.0% | N/A | 0.004% | |
1/13/2025 | AdvisorNet Financial Inc | 1,590 | $57K | 0.0% | -63.9% | 0.010% | |
12/26/2024 | JPMorgan Chase & Co. | 215,234 | $8.48M | 0.0% | +14.5% | 1.312% | |
11/15/2024 | Integrated Wealth Concepts LLC | 31,719 | $1.25M | 0.0% | +2.4% | 0.193% | |
11/14/2024 | Flow Traders U.S. LLC | 33,102 | $1.30M | 0.1% | N/A | 0.202% | |
11/14/2024 | Captrust Financial Advisors | 185,180 | $7.30M | 0.0% | +0.2% | 1.129% | |
11/8/2024 | BIP Wealth LLC | 245,462 | $9.66M | 0.7% | +7.3% | 1.497% | |
10/30/2024 | United Advisor Group LLC | 11,793 | $465K | 0.1% | +2.8% | 0.072% | |
8/13/2024 | Legacy Financial Advisors Inc. | 481,554 | $18.82M | 3.4% | -3.6% | 2.936% | |
5/15/2024 | Flow Traders U.S. LLC | 101,734 | $3.96M | 0.2% | +1,647.1% | 0.620% | |
5/14/2024 | OLD Mission Capital LLC | 99,650 | $3.88M | 0.1% | +149.0% | 0.608% | |
2/6/2024 | Legacy Financial Advisors Inc. | 441,010 | $16.31M | 3.1% | -0.6% | 2.625% | |
2/2/2024 | BIP Wealth LLC | 279,688 | $10.35M | 0.8% | +4.9% | 1.665% | |
11/9/2023 | BIP Wealth LLC | 266,695 | $8.92M | 0.8% | -5.7% | 1.587% | |
8/11/2023 | Baird Financial Group Inc. | 76,725 | $2.75M | 0.0% | +51.5% | 0.457% | |
8/9/2023 | Flow Traders U.S. LLC | 6,395 | $229K | 0.0% | -79.2% | 0.038% | |
7/31/2023 | WealthPLAN Partners LLC | 3,115 | $112K | 0.0% | -41.7% | 0.020% | |
7/28/2023 | Private Trust Co. NA | 2,230 | $80K | 0.0% | +162.7% | 0.014% | |
7/27/2023 | BIP Wealth LLC | 282,836 | $10.13M | 0.8% | +10.8% | 1.813% | |
7/25/2023 | WealthPlan Investment Management LLC | 2,205 | $39K | 0.0% | -88.3% | 0.014% | |
5/10/2023 | BIP Wealth LLC | 255,221 | $9.07M | 1.0% | N/A | 1.948% | |
5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 4,272 | $148K | 0.0% | +4,172.0% | 0.033% | |
5/10/2023 | WealthPLAN Partners LLC | 5,345 | $190K | 0.0% | -75.6% | 0.041% | |
5/8/2023 | WealthPlan Investment Management LLC | 18,867 | $669K | 0.1% | -13.7% | 0.144% | |
5/3/2023 | Legacy Financial Advisors Inc. | 398,135 | $14.12M | 2.9% | -0.6% | 3.039% | |
5/3/2023 | Integrated Wealth Concepts LLC | 7,199 | $255K | 0.0% | +6.1% | 0.055% | |
3/6/2023 | OLD Mission Capital LLC | 34,781 | $1.12M | 0.0% | -44.8% | 0.266% | |
2/10/2023 | CoreCap Advisors LLC | 2,888 | $93K | 0.0% | N/A | 0.023% | |
2/6/2023 | Legacy Financial Advisors Inc. | 400,518 | $12.91M | 2.8% | +5.5% | 3.204% | |
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2/2/2023 | Summit Investment Advisory Services LLC | 6,883 | $222K | 0.3% | N/A | 0.055% | |
1/18/2023 | Well Done LLC | 40,729 | $1.31M | 0.3% | -2.3% | 0.337% | |
11/15/2022 | Flow Traders U.S. LLC | 85,314 | $2.35M | 0.1% | N/A | 0.632% | |
11/14/2022 | OLD Mission Capital LLC | 62,981 | $1.73M | 0.1% | -40.9% | 0.467% | |
11/9/2022 | ShoreHaven Wealth Partners LLC | 170,575 | $4.69M | 3.6% | +31.0% | 1.264% | |
10/14/2022 | Well Done LLC | 41,667 | $1.15M | 0.3% | -16.6% | 0.309% | |
10/14/2022 | First Community Trust NA | 2,000 | $55K | 0.1% | N/A | 0.015% | |
10/7/2022 | Worth Asset Management LLC | 930 | $26K | 0.0% | -58.3% | 0.007% | |
8/11/2022 | CoreCap Advisors LLC | 3,051 | $97K | 0.0% | N/A | 0.022% | |
8/8/2022 | Integrated Wealth Concepts LLC | 6,357 | $201K | 0.0% | -82.1% | 0.045% | |
8/8/2022 | Legacy Financial Advisors Inc. | 317,322 | $10.06M | 2.5% | -10.2% | 2.267% | |
8/5/2022 | OLD Mission Capital LLC | 106,583 | $3.38M | 0.1% | +204.1% | 0.761% | |
8/1/2022 | ShoreHaven Wealth Partners LLC | 130,182 | $4.13M | 3.0% | -41.2% | 0.930% | |
7/18/2022 | Well Done LLC | 49,950 | $1.58M | 0.3% | -2.7% | 0.357% | |
5/12/2022 | Integrated Wealth Concepts LLC | 35,538 | $1.41M | 0.0% | +30.3% | 0.250% | |
5/10/2022 | Raab & Moskowitz Asset Management LLC | 10,710 | $425K | 0.1% | +3.1% | 0.075% | |
5/4/2022 | Legacy Financial Advisors Inc. | 353,354 | $14.04M | 3.2% | +28.4% | 2.488% | |
4/20/2022 | Well Done LLC | 51,310 | $2.04M | 0.4% | +18.8% | 0.361% | |
4/20/2022 | Howard Wealth Management LLC | 32,799 | $1.30M | 0.7% | +1.9% | 0.231% | |
4/18/2022 | Procyon Advisors LLC | 24,200 | $961K | 0.2% | -24.6% | 0.170% | |
4/14/2022 | AdvisorNet Financial Inc | 4,400 | $175K | 0.0% | N/A | 0.031% | |
2/14/2022 | Partners Capital Investment Group LLP | 14,100 | $614K | 0.0% | +48.4% | 0.106% | |
2/10/2022 | OLD Mission Capital LLC | 20,282 | $884K | 0.0% | +21.8% | 0.152% | |
2/9/2022 | Sowell Financial Services LLC | 15,179 | $661K | 0.0% | N/A | 0.114% | |
2/7/2022 | WFA of San Diego LLC | 2,773 | $121K | 0.1% | N/A | 0.021% | |
2/4/2022 | Legacy Financial Advisors Inc. | 275,119 | $11.99M | 2.8% | N/A | 2.069% | |
2/2/2022 | Sigma Planning Corp | 10,953 | $477K | 0.0% | +3.8% | 0.084% | |
1/18/2022 | Procyon Private Wealth Partners LLC | 32,113 | $1.40M | 0.3% | +1.4% | 0.265% | |
1/18/2022 | Howard Wealth Management LLC | 32,179 | $1.40M | 0.7% | +14.4% | 0.266% | |
11/15/2021 | Flow Traders U.S. LLC | 25,676 | $1.04M | 0.0% | -30.5% | 0.242% | |
11/12/2021 | OLD Mission Capital LLC | 16,654 | $674K | 0.0% | -78.8% | 0.157% | |
10/28/2021 | ShoreHaven Wealth Partners LLC | 78,430 | $3.17M | 1.7% | -4.5% | 0.754% | |
10/14/2021 | Procyon Private Wealth Partners LLC | 31,662 | $1.28M | 0.3% | N/A | 0.304% | |
10/6/2021 | IFP Advisors Inc | 762 | $31K | 0.0% | -40.6% | 0.007% | |
8/24/2021 | Flow Traders U.S. LLC | 36,953 | $1.54M | 0.1% | +244.7% | 0.370% | |
8/13/2021 | OLD Mission Capital LLC | 78,671 | $3.28M | 0.1% | N/A | 0.787% | |
8/13/2021 | Sigma Planning Corp | 9,393 | $391K | 0.0% | +100.0% | 0.094% | |
8/5/2021 | WASHINGTON TRUST Co | 590 | $25K | 0.0% | +391.7% | 0.006% | |
8/5/2021 | US Bancorp DE | 11,420 | $476K | 0.0% | +100.0% | 0.114% | |
8/1/2021 | Patriot Financial Group Insurance Agency LLC | 5,768 | $240K | 0.0% | +113.2% | 0.058% | |
8/1/2021 | Raab & Moskowitz Asset Management LLC | 10,150 | $423K | 0.2% | +140.8% | 0.102% | |
7/31/2021 | Howard Wealth Management LLC | 27,895 | $1.16M | 0.6% | +111.0% | 0.279% | |
7/31/2021 | Well Done LLC | 43,331 | $1.81M | 0.4% | +100.3% | 0.433% | |
7/31/2021 | IFP Advisors Inc | 1,282 | $53K | 0.0% | +2,952.4% | 0.013% | |
5/18/2021 | Flow Traders U.S. LLC | 10,720 | $832K | 0.0% | +20.7% | 0.228% | |
5/17/2021 | Ameriprise Financial Inc. | 184,699 | $14.34M | 0.0% | +12.0% | 3.930% | |
5/13/2021 | ShoreHaven Wealth Partners LLC | 40,754 | $3.16M | 1.7% | +2.2% | 0.867% | |
5/6/2021 | Sigma Planning Corp | 4,696 | $365K | 0.0% | +25.6% | 0.100% | |
4/30/2021 | Wealthcare Advisory Partners LLC | 553 | $43K | 0.0% | N/A | 0.012% | |
4/28/2021 | Raab & Moskowitz Asset Management LLC | 4,215 | $327K | 0.1% | N/A | 0.090% | |
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