7/23/2024 | Bridge Advisory LLC | 112,978 | $2.98M | 1.5% | -8.0% | 3.766% | |
7/15/2024 | RFG Advisory LLC | 8,579 | $226K | 0.0% | +12.7% | 0.286% | |
7/12/2024 | Ignite Planners LLC | 72,688 | $1.93M | 0.5% | +14.5% | 2.423% | |
5/17/2024 | Pineridge Advisors LLC | 1,448 | $40K | 0.0% | -66.9% | 0.048% | |
4/16/2024 | Bridge Advisory LLC | 122,862 | $3.36M | 1.7% | -44.7% | 3.321% | |
4/12/2024 | Ignite Planners LLC | 63,505 | $1.73M | 0.5% | +35.1% | 1.716% | |
|
4/11/2024 | RFG Advisory LLC | 7,614 | $208K | 0.0% | N/A | 0.206% | |
4/5/2024 | NBC Securities Inc. | 13,722 | $375K | 0.0% | +49.9% | 0.371% | |
3/1/2024 | Pineridge Advisors LLC | 4,378 | $123K | 0.0% | N/A | 0.118% | |
2/26/2024 | Virtu Financial LLC | 9,533 | $268K | 0.0% | N/A | 0.258% | |
2/7/2024 | NBC Securities Inc. | 9,156 | $257K | 0.0% | +81.3% | 0.247% | |
2/1/2024 | CWM LLC | 2,054 | $58K | 0.0% | +23.1% | 0.056% | |
1/30/2024 | Elmwood Wealth Management Inc. | 47,000 | $1.32M | 0.9% | -26.7% | 1.270% | |
1/30/2024 | Vontobel Holding Ltd. | 399,907 | $11.23M | 0.1% | -6.0% | 10.808% | |
1/29/2024 | AlphaQ Advisors LLC | 84,549 | $2.37M | 1.6% | +26.5% | 2.285% | |
1/22/2024 | Drive Wealth Management LLC | 8,591 | $241K | 0.1% | -24.0% | 0.232% | |
1/17/2024 | Bridge Advisory LLC | 222,340 | $6.24M | 3.1% | -16.8% | 6.009% | |
1/12/2024 | Redhawk Wealth Advisors Inc. | 48,231 | $1.35M | 0.3% | N/A | 1.304% | |
1/9/2024 | Ignite Planners LLC | 47,008 | $1.30M | 0.4% | -40.4% | 1.270% | |
11/16/2023 | Elmwood Wealth Management Inc. | 64,078 | $1.68M | 0.8% | +4.3% | 1.732% | |
11/13/2023 | Cambria Investment Management L.P. | 434,117 | $11.40M | 0.9% | -7.1% | 11.733% | |
11/4/2023 | NBC Securities Inc. | 5,051 | $132K | 0.0% | N/A | 0.137% | |
10/27/2023 | First Horizon Advisors Inc. | 1,101 | $29K | 0.0% | N/A | 0.030% | |
10/27/2023 | AlphaQ Advisors LLC | 66,821 | $1.76M | 1.5% | N/A | 1.806% | |
10/27/2023 | Whittier Trust Co. | 2,187 | $57K | 0.0% | -76.6% | 0.059% | |
10/20/2023 | Bridge Advisory LLC | 267,130 | $7.02M | 2.4% | -0.6% | 7.220% | |
10/11/2023 | Drive Wealth Management LLC | 11,304 | $297K | 0.1% | -19.3% | 0.306% | |
10/11/2023 | Ignite Planners LLC | 78,926 | $1.98M | 0.6% | N/A | 2.133% | |
10/11/2023 | Vontobel Holding Ltd. | 425,603 | $11.18M | 0.1% | -0.5% | 11.503% | |
10/10/2023 | Ameliora Wealth Management Ltd. | 6,010 | $158K | 0.1% | N/A | 0.162% | |
8/11/2023 | V Wealth Advisors LLC | 10,434 | $288K | 0.0% | -7.7% | 0.282% | |
8/10/2023 | Cambria Investment Management L.P. | 467,483 | $12.90M | 1.1% | -2.7% | 12.635% | |
8/9/2023 | Spire Wealth Management | 1,500 | $41K | 0.0% | N/A | 0.041% | |
8/8/2023 | Claro Advisors LLC | 8,203 | $226K | 0.1% | +9.8% | 0.222% | |
8/3/2023 | Northwest Capital Management Inc | 1,669 | $46K | 0.0% | N/A | 0.041% | |
8/3/2023 | CWM LLC | 1,669 | $46K | 0.0% | N/A | 0.041% | |
8/3/2023 | Valmark Advisers Inc. | 8,249 | $228K | 0.0% | +5.4% | 0.201% | |
8/2/2023 | Bank of Montreal Can | 69,723 | $1.93M | 0.0% | N/A | 1.701% | |
7/31/2023 | LPL Financial LLC | 29,633 | $817K | 0.0% | +247.6% | 0.723% | |
7/24/2023 | Vontobel Holding Ltd. | 427,891 | $11.80M | 0.1% | +0.3% | 10.436% | |
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7/17/2023 | Bridge Advisory LLC | 268,697 | $7.41M | 2.7% | +0.7% | 6.554% | |
7/14/2023 | Drive Wealth Management LLC | 14,009 | $386K | 0.1% | -5.3% | 0.342% | |
5/11/2023 | Cambria Investment Management L.P. | 480,289 | $13.00M | 1.1% | N/A | 13.921% | |
5/10/2023 | Resources Investment Advisors LLC. | 22,708 | $615K | 0.0% | -2.1% | 0.658% | |
5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 2,623 | $71K | 0.0% | N/A | 0.076% | |
5/2/2023 | V Wealth Advisors LLC | 11,307 | $306K | 0.1% | -7.6% | 0.328% | |
5/2/2023 | Valmark Advisers Inc. | 7,824 | $212K | 0.0% | N/A | 0.227% | |
4/28/2023 | Elmwood Wealth Management Inc. | 61,560 | $1.67M | 0.8% | +12.0% | 1.784% | |
4/24/2023 | Ahrens Investment Partners LLC | 1,179 | $32K | 0.0% | N/A | 0.034% | |
4/17/2023 | Claro Advisors LLC | 7,472 | $202K | 0.1% | N/A | 0.217% | |
4/14/2023 | Bridge Advisory LLC | 266,725 | $7.22M | 2.8% | N/A | 7.731% | |
4/12/2023 | Vontobel Holding Ltd. | 426,581 | $11.55M | 0.1% | -0.4% | 12.365% | |
2/9/2023 | Prudential PLC | 242,077 | $6.25M | 0.1% | +95.1% | 7.017% | |
2/2/2023 | Resources Investment Advisors LLC. | 23,206 | $599K | 0.0% | -19.1% | 0.673% | |
1/27/2023 | Drive Wealth Management LLC | 15,088 | $390K | 0.2% | N/A | 0.437% | |
1/26/2023 | Sterling Investment Advisors LLC ADV | 10,585 | $273K | 0.2% | N/A | 0.307% | |
1/26/2023 | Harel Insurance Investments & Financial Services Ltd. | 1,850 | $48K | 0.0% | N/A | 0.054% | |
1/26/2023 | Elmwood Wealth Management Inc. | 54,987 | $1.42M | 0.7% | -4.8% | 1.594% | |
1/10/2023 | Coldstream Capital Management Inc. | 21,034 | $543K | 0.0% | N/A | 0.584% | |
11/15/2022 | Flow Traders U.S. LLC | 65,606 | $1.59M | 0.1% | +42.4% | 1.822% | |
11/14/2022 | Elmwood Wealth Management Inc. | 57,777 | $1.40M | 0.7% | +2.3% | 1.605% | |
11/14/2022 | Prudential PLC | 124,100 | $3.01M | 0.0% | N/A | 3.447% | |
11/8/2022 | Resources Investment Advisors LLC. | 28,688 | $696K | 0.0% | -3.4% | 0.797% | |
11/4/2022 | V Wealth Advisors LLC | 12,081 | $293K | 0.1% | +10.8% | 0.336% | |
11/4/2022 | Vontobel Holding Ltd. | 443,315 | $10.76M | 0.1% | N/A | 12.314% | |
11/4/2022 | Foresight Wealth Management LLC | 46,396 | $1.13M | 0.3% | +1.8% | 1.289% | |
11/2/2022 | Rockefeller Capital Management L.P. | 3,528 | $85K | 0.0% | +3,358.8% | 0.098% | |
10/14/2022 | Private Advisor Group LLC | 9,361 | $227K | 0.0% | -55.2% | 0.260% | |
8/13/2022 | Flow Traders U.S. LLC | 46,072 | $1.18M | 0.1% | +69.1% | 1.355% | |
8/11/2022 | CoreCap Advisors LLC | 1,444 | $37K | 0.0% | N/A | 0.042% | |
8/11/2022 | UBS Group AG | 466,731 | $11.97M | 0.0% | +1.1% | 13.727% | |
8/8/2022 | Resources Investment Advisors LLC. | 29,711 | $762K | 0.0% | -5.0% | 0.874% | |
8/8/2022 | Coldstream Capital Management Inc. | 21,034 | $539K | 0.0% | N/A | 0.619% | |
7/29/2022 | Foresight Wealth Management LLC | 45,588 | $1.17M | 0.2% | -41.2% | 1.341% | |
7/28/2022 | Riversedge Advisors LLC | 16,706 | $428K | 0.2% | N/A | 0.491% | |
7/27/2022 | V Wealth Advisors LLC | 10,906 | $280K | 0.1% | +10.2% | 0.321% | |
7/27/2022 | Columbus Macro LLC | 11,338 | $291K | 0.1% | -11.7% | 0.333% | |
7/15/2022 | Destiny Wealth Partners LLC | 3,861 | $99K | 0.0% | -17.8% | 0.114% | |
7/15/2022 | Global Retirement Partners LLC | 1,630 | $42K | 0.0% | +75.3% | 0.048% | |
7/13/2022 | Private Advisor Group LLC | 20,901 | $536K | 0.0% | +10.9% | 0.615% | |
7/12/2022 | Elmwood Wealth Management Inc. | 56,477 | $1.45M | 0.8% | +16.9% | 1.661% | |
5/11/2022 | RFG Advisory LLC | 8,186 | $229K | 0.0% | +11.3% | 0.210% | |
5/4/2022 | Foresight Wealth Management LLC | 77,539 | $2.17M | 0.4% | -10.2% | 1.988% | |
5/3/2022 | International Assets Investment Management LLC | 7,636 | $225K | 0.0% | N/A | 0.196% | |
4/28/2022 | Hillsdale Investment Management Inc. | 3,400 | $95K | 0.0% | -43.7% | 0.087% | |
4/25/2022 | Collective Family Office LLC | 18,300 | $512K | 0.2% | +18.1% | 0.469% | |
4/21/2022 | Destiny Wealth Partners LLC | 4,699 | $131K | 0.0% | -26.1% | 0.120% | |
2/23/2022 | Resources Investment Advisors LLC. | 31,209 | $935K | 0.0% | +1.2% | 0.800% | |
2/16/2022 | Flow Traders U.S. LLC | 67,792 | $2.03M | 0.1% | N/A | 1.738% | |
2/10/2022 | Private Advisor Group LLC | 21,361 | $641K | 0.0% | -56.6% | 0.548% | |
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2/8/2022 | Elmwood Wealth Management Inc. | 27,985 | $839K | 0.4% | N/A | 0.718% | |
2/7/2022 | Hillsdale Investment Management Inc. | 6,040 | $181K | 0.0% | N/A | 0.155% | |
2/7/2022 | Harel Insurance Investments & Financial Services Ltd. | 1,850 | $55K | 0.0% | N/A | 0.047% | |
2/4/2022 | Foresight Wealth Management LLC | 86,353 | $2.59M | 0.0% | -0.6% | 2.214% | |
2/3/2022 | Advisor Group Holdings Inc. | 6,606 | $198K | 0.0% | -24.4% | 0.169% | |
2/2/2022 | Valmark Advisers Inc. | 7,904 | $237K | 0.0% | -11.9% | 0.203% | |
2/2/2022 | RFG Advisory LLC | 7,358 | $221K | 0.0% | +9.8% | 0.189% | |
1/31/2022 | Commonwealth Equity Services LLC | 15,386 | $461K | 0.0% | -14.1% | 0.395% | |
1/24/2022 | Private Wealth Strategies L.L.C. | 73,564 | $2.19M | 0.5% | -3.2% | 1.886% | |
1/21/2022 | Columbus Macro LLC | 12,744 | $382K | 0.1% | -42.4% | 0.327% | |