9/11/2024 | Newbridge Financial Services Group Inc. | 5,295 | $265K | 0.1% | +9.5% | 0.007% | |
9/5/2024 | Sanctuary Advisors LLC | 15,689 | $811K | 0.0% | N/A | 0.022% | |
8/30/2024 | Creekside Partners | 9,527 | $477K | 0.3% | N/A | 0.013% | |
8/22/2024 | Cetera Investment Advisers | 42,796 | $2.14M | 0.0% | +4.3% | 0.060% | |
8/21/2024 | Truist Financial Corp | 26,669 | $1.33M | 0.0% | +49.1% | 0.038% | |
8/19/2024 | EP Wealth Advisors LLC | 2,000 | $100K | 0.0% | N/A | 0.003% | |
|
8/19/2024 | B. Riley Wealth Advisors Inc. | 8,750 | $438K | 0.0% | +29.2% | 0.012% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 18,996 | $950K | 0.0% | +33.1% | 0.027% | |
8/16/2024 | Creative Planning | 24,073 | $1.20M | 0.0% | -10.6% | 0.034% | |
8/15/2024 | Toronto Dominion Bank | 27,654 | $1.38M | 0.0% | N/A | 0.039% | |
8/14/2024 | Squarepoint Ops LLC | 35,836 | $1.79M | 0.0% | N/A | 0.051% | |
8/14/2024 | Marshall Wace LLP | 159,649 | $7.99M | 0.0% | -680.5% | 0.225% | |
8/14/2024 | Bank of Montreal Can | 914,183 | $46.88M | 0.0% | +1,811.7% | 1.290% | |
8/14/2024 | Fairscale Capital LLC | 3,300 | $170K | 0.1% | N/A | 0.005% | |
8/13/2024 | Merriman Wealth Management LLC | 15,715 | $786K | 0.0% | N/A | 0.022% | |
8/13/2024 | Kayne Anderson Rudnick Investment Management LLC | 56,456 | $2.82M | 0.0% | +27.7% | 0.080% | |
8/13/2024 | Garden State Investment Advisory Services LLC | 6,830 | $343K | 0.1% | N/A | 0.010% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 9,439 | $472K | 0.0% | N/A | 0.013% | |
8/13/2024 | GM Advisory Group LLC | 21,349 | $1.07M | 0.1% | +2.1% | 0.030% | |
8/12/2024 | Hsbc Holdings PLC | 4,772 | $239K | 0.0% | -31.6% | 0.007% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 4,324 | $216K | 0.0% | +10.7% | 0.006% | |
8/8/2024 | Envestnet Asset Management Inc. | 67,120 | $3.36M | 0.0% | -7.0% | 0.095% | |
8/7/2024 | Prudential PLC | 35,004 | $1.75M | 0.0% | -95.2% | 0.049% | |
8/6/2024 | Strategic Financial Concepts LLC | 167,275 | $84K | 0.0% | N/A | 0.236% | |
8/5/2024 | Private Advisor Group LLC | 135,105 | $6.76M | 0.0% | +61.6% | 0.191% | |
8/3/2024 | National Bank of Canada FI | 107,727 | $5.45M | 0.0% | +1,010.4% | 0.152% | |
8/2/2024 | Del Sette Capital Management LLC | 155,173 | $7.76M | 6.4% | +137.6% | 0.219% | |
8/2/2024 | Stablepoint Partners LLC | 28,052 | $1.40M | 0.2% | +40.7% | 0.040% | |
8/2/2024 | Foundations Investment Advisors LLC | 19,218 | $961K | 0.0% | N/A | 0.027% | |
8/1/2024 | Family Asset Management LLC | 23,927 | $1.20M | 0.8% | -2.3% | 0.034% | |
8/1/2024 | Ritholtz Wealth Management | 42,538 | $2.13M | 0.1% | -8.3% | 0.060% | |
7/31/2024 | Graypoint LLC | 183,787 | $9.20M | 0.6% | +3.8% | 0.259% | |
7/31/2024 | Commonwealth Equity Services LLC | 35,749 | $1.79M | 0.0% | +7.7% | 0.050% | |
7/31/2024 | Concurrent Investment Advisors LLC | 6,942 | $347K | 0.0% | -43.6% | 0.010% | |
7/31/2024 | Rothschild Investment LLC | 500 | $25K | 0.0% | N/A | 0.001% | |
7/30/2024 | Centerpoint Advisors LLC | 2,860 | $143K | 0.1% | N/A | 0.004% | |
7/30/2024 | International Assets Investment Management LLC | 14,059 | $703K | 0.0% | +7.9% | 0.020% | |
7/29/2024 | Bricktown Capital LLC | 129,678 | $6.49M | 1.3% | N/A | 0.183% | |
7/29/2024 | Migdal Insurance & Financial Holdings Ltd. | 3,250 | $163K | 0.0% | +107.0% | 0.005% | |
7/26/2024 | Crown Wealth Group LLC | 12,900 | $645K | 0.3% | N/A | 0.018% | |
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7/25/2024 | MinichMacGregor Wealth Management LLC | 246,640 | $12.34M | 3.0% | +0.2% | 0.348% | |
7/25/2024 | Clear Creek Financial Management LLC | 8,656 | $433K | 0.1% | -52.4% | 0.012% | |
7/25/2024 | Upper Left Wealth Management LLC | 33,910 | $1.70M | 1.5% | +6.6% | 0.048% | |
7/25/2024 | Banque Pictet & Cie SA | 16,042 | $803K | 0.0% | +13.7% | 0.023% | |
7/24/2024 | Gilliland Jeter Wealth Management LLC | 2,118 | $106K | 0.0% | -33.3% | 0.003% | |
7/24/2024 | &PARTNERS | 18,185 | $910K | 0.0% | +35.8% | 0.026% | |
7/23/2024 | Precedent Wealth Partners LLC | 12,859 | $643K | 0.3% | N/A | 0.018% | |
7/23/2024 | Private Wealth Advisors LLC | 127,377 | $6.44M | 2.5% | -9.8% | 0.180% | |
7/19/2024 | Calton & Associates Inc. | 21,944 | $1.10M | 0.5% | -2.7% | 0.031% | |
7/19/2024 | Sumitomo Life Insurance Co. | 248,000 | $11.78M | 0.3% | -28.1% | 0.350% | |
7/19/2024 | CFM Wealth Partners LLC | 5,552 | $278K | 0.1% | N/A | 0.008% | |
7/17/2024 | Redhawk Wealth Advisors Inc. | 51,212 | $2.56M | 0.4% | N/A | 0.072% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 134,423 | $6.73M | 0.0% | -0.6% | 0.190% | |
7/16/2024 | Ameliora Wealth Management Ltd. | 930 | $47K | 0.0% | N/A | 0.001% | |
7/13/2024 | Retirement Planning Group LLC | 25,870 | $1.29M | 0.1% | -19.1% | 0.037% | |
7/12/2024 | Optimum Investment Advisors | 9,229 | $462K | 0.2% | N/A | 0.013% | |
7/11/2024 | Bourgeon Capital Management LLC | 4,498 | $225K | 0.0% | N/A | 0.006% | |
7/10/2024 | Founders Capital Management | 665 | $33K | 0.0% | N/A | 0.001% | |
5/24/2024 | Cetera Advisors LLC | 15,567 | $818K | 0.0% | -16.7% | 0.022% | |
5/24/2024 | Cetera Investment Advisers | 41,039 | $2.16M | 0.0% | N/A | 0.058% | |
5/17/2024 | Comerica Bank | 5,869 | $308K | 0.0% | +15.3% | 0.008% | |
5/16/2024 | Jane Street Group LLC | 733,330 | $38.54M | 0.0% | +1,145.7% | 1.035% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 6,773 | $356K | 0.0% | +3.6% | 0.010% | |
5/16/2024 | Ashford Capital Management Inc. | 104,400 | $5.49M | 0.7% | +11.1% | 0.147% | |
5/15/2024 | Lazard Asset Management LLC | 64,311 | $3.38M | 0.0% | -1.2% | 0.091% | |
5/14/2024 | Axxcess Wealth Management LLC | 9,322 | $490K | 0.0% | -2.1% | 0.013% | |
5/14/2024 | InterOcean Capital Group LLC | 23,896 | $1.26M | 0.0% | -1.5% | 0.034% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 4,780 | $251K | 0.0% | +206.2% | 0.007% | |
5/10/2024 | Banco Santander S.A. | 13,757 | $723K | 0.0% | -90.2% | 0.019% | |
5/10/2024 | GM Advisory Group LLC | 20,903 | $1.10M | 0.1% | N/A | 0.030% | |
5/9/2024 | Kingsview Wealth Management LLC | 3,824 | $201K | 0.0% | N/A | 0.005% | |
5/9/2024 | Koshinski Asset Management Inc. | 26,334 | $1.38M | 0.1% | -10.0% | 0.037% | |
5/8/2024 | Private Wealth Advisors LLC | 141,236 | $7.42M | 3.0% | -5.8% | 0.199% | |
5/8/2024 | Avantax Advisory Services Inc. | 4,423 | $232K | 0.0% | -6.4% | 0.006% | |
5/8/2024 | Headlands Technologies LLC | 1,269 | $67K | 0.0% | N/A | 0.002% | |
5/7/2024 | Concurrent Investment Advisors LLC | 12,309 | $647K | 0.0% | -12.3% | 0.017% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 135,233 | $7.11M | 0.0% | +7.2% | 0.191% | |
5/4/2024 | Geneos Wealth Management Inc. | 1,738 | $91K | 0.0% | -98.3% | 0.002% | |
5/2/2024 | Graypoint LLC | 177,028 | $9.30M | 0.7% | +2.5% | 0.250% | |
5/1/2024 | BNP Paribas Financial Markets | 31,860 | $1.67M | 0.0% | -11.7% | 0.047% | |
5/1/2024 | DORCHESTER WEALTH MANAGEMENT Co | 83,420 | $4.38M | 0.8% | -0.4% | 0.123% | |
4/30/2024 | Private Advisor Group LLC | 83,628 | $4.40M | 0.0% | +0.4% | 0.123% | |
4/30/2024 | Hartline Investment Corp | 3,842 | $202K | 0.0% | N/A | 0.006% | |
4/30/2024 | Mainstay Capital Management LLC ADV | 6,246 | $328K | 0.1% | +18.3% | 0.009% | |
4/30/2024 | Hazlett Burt & Watson Inc. | 5,634 | $299K | 0.2% | +11.5% | 0.008% | |
4/29/2024 | Commonwealth Equity Services LLC | 33,199 | $1.75M | 0.0% | +10.8% | 0.049% | |
4/26/2024 | Clear Creek Financial Management LLC | 18,189 | $956K | 0.1% | N/A | 0.027% | |
4/26/2024 | Sumitomo Life Insurance Co. | 344,800 | $18.12M | 0.4% | -23.7% | 0.507% | |
4/25/2024 | GFS Advisors LLC | 149,402 | $7.85M | 1.3% | +1.2% | 0.220% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 4,836 | $254K | 0.1% | +7.1% | 0.007% | |
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4/23/2024 | Global Retirement Partners LLC | 2,388 | $126K | 0.0% | +32.7% | 0.004% | |
4/23/2024 | Stablepoint Partners LLC | 19,941 | $1.05M | 0.2% | +31.2% | 0.029% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 56,399 | $2.96M | 0.0% | -2.0% | 0.083% | |
4/19/2024 | Retirement Guys Formula LLC | 89,636 | $4.71M | 2.3% | -0.8% | 0.132% | |
4/18/2024 | Chapin Davis Inc. | 4,090 | $215K | 0.1% | N/A | 0.006% | |
4/16/2024 | Calton & Associates Inc. | 22,544 | $1.19M | 0.6% | -8.6% | 0.033% | |
4/16/2024 | Courier Capital LLC | 227,618 | $11.96M | 0.9% | -1.1% | 0.335% | |
4/12/2024 | Global Assets Advisory LLC | 886,055 | $46.56M | 0.2% | +5,208.9% | 1.490% | |
4/12/2024 | Northwest Investment Counselors LLC | 1,138 | $60K | 0.0% | N/A | 0.002% | |
4/11/2024 | International Assets Investment Management LLC | 13,032 | $686K | 0.0% | +25.8% | 0.022% | |