5/3/2024 | Embree Financial Group | 3,810 | $272K | 0.1% | N/A | 0.002% | |
5/3/2024 | Wellington Shields Capital Management LLC | 9,530 | $680K | 0.1% | +2.7% | 0.004% | |
5/3/2024 | Pictet North America Advisors SA | 839,153 | $59.87M | 6.7% | -4.5% | 0.343% | |
5/3/2024 | Whittier Trust Co. | 439 | $31K | 0.0% | +410.5% | 0.000% | |
5/2/2024 | First Command Advisory Services Inc. | 5,628,657 | $401.85M | 4.2% | +470,523.5% | 2.301% | |
5/2/2024 | Financial Counselors Inc. | 4,118 | $294K | 0.0% | +20.3% | 0.002% | |
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5/2/2024 | Family Firm Inc. | 2,998 | $214K | 0.1% | N/A | 0.001% | |
5/2/2024 | Greenwood Capital Associates LLC | 121,248 | $8.65M | 1.1% | -14.5% | 0.050% | |
5/2/2024 | Hanlon Investment Management Inc. | 8,092 | $577K | 0.2% | -5.9% | 0.003% | |
5/1/2024 | Cherry Tree Wealth Management LLC | 381 | $27K | 0.0% | +164.6% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 24,393 | $1.74M | 0.0% | -8.6% | 0.010% | |
5/1/2024 | New Harbor Financial Group LLC | 197,925 | $14.12M | 4.5% | N/A | 0.081% | |
5/1/2024 | BNP Paribas Financial Markets | 519,988 | $37.10M | 0.0% | +1,119.1% | 0.213% | |
5/1/2024 | Meitav Investment House Ltd. | 700,148 | $49.96M | 1.0% | -8.0% | 0.286% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 235,499 | $16.80M | 0.0% | -11.0% | 0.096% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 32,983 | $2.35M | 0.2% | +63.5% | 0.013% | |
5/1/2024 | Retirement Group LLC | 6,109 | $436K | 0.2% | N/A | 0.002% | |
5/1/2024 | Diversify Advisory Services LLC | 6,101 | $429K | 0.0% | N/A | 0.002% | |
4/30/2024 | Private Advisor Group LLC | 33,112 | $2.36M | 0.0% | +7.9% | 0.014% | |
4/30/2024 | Consolidated Portfolio Review Corp | 4,063 | $290K | 0.1% | -22.8% | 0.002% | |
4/30/2024 | North Star Investment Management Corp. | 40,112 | $2.86M | 0.2% | +31.3% | 0.016% | |
4/30/2024 | Fortis Group Advisors LLC | 4,088 | $292K | 0.1% | +13,526.7% | 0.002% | |
4/30/2024 | SpiderRock Advisors LLC | 5,000 | $353K | 0.0% | N/A | 0.002% | |
4/30/2024 | Granite Bay Wealth Management LLC | 93,529 | $6.67M | 3.8% | N/A | 0.038% | |
4/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 165,120 | $11.78M | 0.2% | +10.1% | 0.067% | |
4/30/2024 | Arkadios Wealth Advisors | 52,862 | $3.77M | 0.3% | -11.1% | 0.022% | |
4/30/2024 | Caprock Group LLC | 28,798 | $2.06M | 0.1% | +2.6% | 0.012% | |
4/29/2024 | Commonwealth Equity Services LLC | 62,152 | $4.44M | 0.0% | +9.3% | 0.025% | |
4/29/2024 | Principal Financial Group Inc. | 26,414 | $1.89M | 0.0% | -40.5% | 0.011% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 62,383 | $4.19M | 0.7% | N/A | 0.025% | |
4/29/2024 | RWA Wealth Partners LLC | 10,778 | $769K | 0.0% | -5.9% | 0.004% | |
4/27/2024 | Vigilare Wealth Management | 4,135 | $295K | 0.1% | N/A | 0.002% | |
4/27/2024 | Millburn Ridgefield Corp | 762,629 | $54.41M | 1.5% | -0.7% | 0.312% | |
4/26/2024 | Yousif Capital Management LLC | 22,702 | $1.62M | 0.0% | -78.2% | 0.009% | |
4/26/2024 | Coastline Trust Co | 188,723 | $13.47M | 1.6% | +27.5% | 0.077% | |
4/26/2024 | Guild Investment Management Inc. | 25,620 | $1.83M | 2.3% | -23.8% | 0.010% | |
4/26/2024 | Checchi Capital Advisers LLC | 126,867 | $9.05M | 0.7% | N/A | 0.052% | |
4/25/2024 | Osborne Partners Capital Management LLC | 471,846 | $33.67M | 2.1% | +0.1% | 0.193% | |
4/25/2024 | Equitable Trust Co. | 2,811 | $201K | 0.0% | N/A | 0.001% | |
4/25/2024 | Simplex Trading LLC | 20,736 | $1.48M | 0.0% | N/A | 0.008% | |
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4/25/2024 | Cambridge Investment Research Advisors Inc. | 43,987 | $3.14M | 0.0% | +39.9% | 0.018% | |
4/24/2024 | Leavell Investment Management Inc. | 17,071 | $1.22M | 0.1% | +111.1% | 0.007% | |
4/24/2024 | Oak Family Advisors LLC | 77,736 | $5.55M | 2.1% | -2.3% | 0.032% | |
4/24/2024 | SOL Capital Management CO | 10,070 | $718K | 0.1% | +2.2% | 0.004% | |
4/24/2024 | Solstein Capital LLC | 74,742 | $5.33M | 3.6% | +13.1% | 0.031% | |
4/23/2024 | Global Retirement Partners LLC | 10,057 | $718K | 0.0% | +23.3% | 0.004% | |
4/23/2024 | Moody Lynn & Lieberson LLC | 80,163 | $5.72M | 0.4% | N/A | 0.033% | |
4/23/2024 | Venturi Wealth Management LLC | 757 | $54K | 0.0% | -96.6% | 0.000% | |
4/23/2024 | Stablepoint Partners LLC | 5,113 | $365K | 0.1% | +24.9% | 0.002% | |
4/23/2024 | Strategic Blueprint LLC | 4,471 | $319K | 0.0% | N/A | 0.002% | |
4/23/2024 | Genesee Capital Advisors LLC | 30,175 | $2.15M | 1.2% | -1.0% | 0.012% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 125,416 | $8.95M | 0.0% | -5.9% | 0.051% | |
4/22/2024 | Strategic Financial Concepts LLC | 16,781 | $1.20M | 0.3% | N/A | 0.007% | |
4/22/2024 | PFG Investments LLC | 4,734 | $338K | 0.0% | N/A | 0.002% | |
4/22/2024 | Laurel Wealth Planning LLC | 60,853 | $4.34M | 2.9% | +3.0% | 0.025% | |
4/22/2024 | Raymond James & Associates | 133,976 | $9.56M | 0.0% | +36.0% | 0.055% | |
4/22/2024 | MBL Wealth LLC | 45,240 | $3.23M | 0.4% | +36.3% | 0.018% | |
4/22/2024 | EFG Asset Management Americas Corp. | 24,204 | $1.73M | 0.5% | -63.8% | 0.010% | |
4/19/2024 | Advisor Resource Council | 60,741 | $4.33M | 1.8% | N/A | 0.025% | |
4/19/2024 | Financial Sense Advisors Inc. | 21,975 | $1.57M | 0.5% | N/A | 0.009% | |
4/19/2024 | Redmont Wealth Advisors LLC | 6,287 | $449K | 0.6% | +3.7% | 0.003% | |
4/18/2024 | Silverlake Wealth Management LLC | 4,334 | $309K | 0.2% | -49.0% | 0.002% | |
4/18/2024 | Saxon Interests Inc. | 67,925 | $4.85M | 2.3% | +27.5% | 0.028% | |
4/18/2024 | Quattro Financial Advisors LLC | 31,612 | $2.26M | 0.6% | +49,293.8% | 0.013% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 1,541,665 | $110.00M | 0.2% | -17.5% | 0.630% | |
4/18/2024 | Colton Groome Financial Advisors LLC | 6,321 | $451K | 0.2% | -25.9% | 0.003% | |
4/18/2024 | Congress Wealth Management LLC DE | 672,444 | $47.98M | 0.8% | -0.9% | 0.275% | |
4/18/2024 | Claro Advisors LLC | 15,430 | $1.10M | 0.2% | +40.8% | 0.006% | |
4/18/2024 | Miracle Mile Advisors LLC | 606,605 | $43.28M | 1.1% | -14.0% | 0.248% | |
4/18/2024 | Breakwater Capital Group | 5,626 | $401K | 0.1% | +21.9% | 0.002% | |
4/17/2024 | Founders Financial Securities LLC | 51,689 | $3.69M | 0.4% | +44.2% | 0.021% | |
4/16/2024 | Hodges Capital Management Inc. | 5,411 | $386K | 0.0% | N/A | 0.002% | |
4/16/2024 | OneAscent Wealth Management LLC | 9,315 | $665K | 0.3% | +61.2% | 0.004% | |
4/16/2024 | Ameliora Wealth Management Ltd. | 3,000 | $214K | 0.1% | N/A | 0.001% | |
4/16/2024 | Register Financial Advisors LLC | 1,301 | $93K | 0.0% | N/A | 0.001% | |
4/16/2024 | 180 Wealth Advisors LLC | 4,184 | $299K | 0.1% | +6.1% | 0.002% | |
4/16/2024 | Pasadena Private Wealth LLC | 84,727 | $6.05M | 1.4% | +5.9% | 0.035% | |
4/16/2024 | Chesley Taft & Associates LLC | 13,910 | $992K | 0.1% | +60.4% | 0.006% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 9,394 | $670K | 0.0% | +16.3% | 0.004% | |
4/15/2024 | Cumberland Advisors Inc. | 34,162 | $2.44M | 0.9% | +4.2% | 0.014% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 5,809 | $414K | 0.0% | N/A | 0.002% | |
4/15/2024 | SMI Advisory Services LLC | 38,118 | $2.69M | 0.8% | N/A | 0.016% | |
4/15/2024 | Sunbelt Securities Inc. | 8,195 | $585K | 0.1% | +21.4% | 0.003% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 18,369 | $1.31M | 0.2% | N/A | 0.008% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 39,892 | $2.85M | 0.1% | +288.0% | 0.019% | |
4/12/2024 | Worth Asset Management LLC | 9,151 | $653K | 0.4% | N/A | 0.004% | |
4/12/2024 | Whitaker Myers Wealth Managers LTD. | 13,742 | $980K | 0.4% | +61.8% | 0.006% | |
4/12/2024 | Ignite Planners LLC | 2,868 | $202K | 0.1% | N/A | 0.001% | |
4/12/2024 | Harbor Investment Advisory LLC | 3,051 | $218K | 0.0% | +306.3% | 0.001% | |
4/12/2024 | Global Assets Advisory LLC | 46,512 | $3.32M | 0.0% | N/A | 0.022% | |
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4/11/2024 | Ballentine Partners LLC | 146,960 | $10.49M | 0.2% | -4.0% | 0.069% | |
4/11/2024 | Paragon Capital Management Ltd | 31,428 | $2.24M | 0.4% | -1.3% | 0.015% | |
4/11/2024 | Rye Brook Capital LLC | 319,600 | $22.80M | 13.4% | +0.2% | 0.150% | |
4/11/2024 | SignalPoint Asset Management LLC | 6,299 | $449K | 0.1% | N/A | 0.003% | |
4/11/2024 | 17 Capital Partners LLC | 2,900 | $207K | 0.2% | N/A | 0.001% | |
4/11/2024 | RFG Advisory LLC | 18,925 | $1.35M | 0.0% | +104.4% | 0.009% | |
4/11/2024 | Financiere des Professionnels Fonds d investissement inc. | 160,000 | $11.42M | 0.9% | +42.9% | 0.075% | |
4/10/2024 | Park Avenue Securities LLC | 48,545 | $3.46M | 0.0% | +80.8% | 0.023% | |
4/10/2024 | Bank of New Hampshire | 1,480 | $106K | 0.0% | +64.4% | 0.001% | |
4/10/2024 | Banque Cantonale Vaudoise | 8,722 | $622K | 0.0% | +14.5% | 0.004% | |