4/24/2024 | Newbridge Financial Services Group Inc. | 4,836 | $254K | 0.1% | +7.1% | 0.007% | |
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% | |
4/11/2024 | &PARTNERS | 13,391 | $704K | 0.1% | N/A | 0.023% | |
4/10/2024 | Fulton Bank N.A. | 8,480 | $446K | 0.0% | N/A | 0.014% | |
4/4/2024 | Leibman Financial Services Inc. | 4,164 | $219K | 0.2% | N/A | 0.007% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 6,539 | $313K | 0.0% | -3.5% | 0.011% | |
3/8/2024 | ICA Group Wealth Management LLC | 1,561 | $75K | 0.0% | N/A | 0.003% | |
3/5/2024 | Fisher Asset Management LLC | 491,875 | $23.52M | 0.0% | -6.8% | 0.827% | |
2/26/2024 | Virtu Financial LLC | 16,899 | $808K | 0.1% | N/A | 0.028% | |
2/20/2024 | Able Wealth Management LLC | 13,024 | $623K | 0.6% | N/A | 0.022% | |
2/16/2024 | Global Assets Advisory LLC | 16,690 | $788K | 1.0% | -2.3% | 0.028% | |
2/16/2024 | GSA Capital Partners LLP | 52,652 | $2.52M | 0.2% | +421.3% | 0.089% | |
2/15/2024 | Black Maple Capital Management LP | 31,800 | $1.52M | 1.3% | N/A | 0.053% | |
2/14/2024 | LM Advisors LLC | 4,767 | $228K | 0.0% | N/A | 0.008% | |
2/14/2024 | Vivaldi Capital Management LP | 7,802 | $374K | 0.1% | -17.0% | 0.013% | |
2/14/2024 | Barometer Capital Management Inc. | 11,500 | $550K | 0.2% | N/A | 0.019% | |
2/14/2024 | Mmbg Investment Advisors CO. | 62,120 | $2.97M | 0.3% | -0.8% | 0.104% | |
2/14/2024 | Vontobel Asset Management Inc. | 48,600 | $2.32M | 0.0% | -11.8% | 0.082% | |
2/14/2024 | Personal CFO Solutions LLC | 4,389 | $210K | 0.0% | N/A | 0.007% | |
2/14/2024 | Prudential PLC | 251,244 | $12.01M | 0.1% | +5,229.7% | 0.423% | |
2/13/2024 | Belpointe Asset Management LLC | 4,475 | $214K | 0.0% | -27.8% | 0.008% | |
2/13/2024 | Coco Enterprises LLC | 51,129 | $2.44M | 1.8% | +0.9% | 0.086% | |
2/12/2024 | Bank of Nova Scotia | 37,060 | $1.77M | 0.0% | +37.8% | 0.062% | |
2/12/2024 | Gold Investment Management Ltd. | 21,073 | $1.01M | 0.4% | N/A | 0.035% | |
2/12/2024 | Allianz Asset Management GmbH | 783,170 | $37.44M | 0.1% | +117.2% | 1.317% | |
2/12/2024 | Focus Financial Network Inc. ADV | 10,000 | $478K | 0.0% | N/A | 0.017% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 16,217 | $775K | 0.0% | -2.0% | 0.027% | |
2/9/2024 | Advisory Services Network LLC | 4,679 | $224K | 0.0% | -13.5% | 0.008% | |
2/9/2024 | Corient Private Wealth LLC | 57,461 | $2.75M | 0.0% | -14.1% | 0.097% | |
2/9/2024 | Wells Fargo & Company MN | 941,631 | $45.02M | 0.0% | +10.1% | 1.584% | |
2/9/2024 | UBS Group AG | 765,789 | $36.61M | 0.0% | -7.7% | 1.288% | |
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2/8/2024 | Brown Advisory Inc. | 117,619 | $5.62M | 0.0% | -1.6% | 0.198% | |
2/8/2024 | MinichMacGregor Wealth Management LLC | 248,378 | $11.88M | 3.4% | -31.2% | 0.418% | |
2/8/2024 | Foundations Investment Advisors LLC | 15,181 | $735K | 0.0% | -84.3% | 0.026% | |
2/7/2024 | Avantax Advisory Services Inc. | 4,726 | $226K | 0.0% | N/A | 0.008% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 126,162 | $6.03M | 0.0% | -2.2% | 0.212% | |
2/7/2024 | BNP Paribas Financial Markets | 36,101 | $1.73M | 0.0% | -57.0% | 0.061% | |
2/7/2024 | Calton & Associates Inc. | 24,676 | $1.18M | 0.5% | N/A | 0.042% | |
2/6/2024 | Family Asset Management LLC | 25,051 | $1.20M | 0.8% | -48.3% | 0.042% | |
2/6/2024 | Private Advisor Group LLC | 83,276 | $3.98M | 0.0% | -27.7% | 0.140% | |
2/6/2024 | National Bank of Canada FI | 9,702 | $456K | 0.0% | -92.7% | 0.016% | |
2/6/2024 | Axxcess Wealth Management LLC | 9,522 | $455K | 0.0% | +11.4% | 0.016% | |
2/6/2024 | Merit Financial Group LLC | 4,949 | $237K | 0.0% | -83.9% | 0.008% | |
2/6/2024 | Concentrum Wealth Management | 65,846 | $3.15M | 0.2% | -5.6% | 0.111% | |
2/6/2024 | Fisher Asset Management LLC | 492,890 | $23.57M | 0.0% | -6.6% | 0.829% | |
2/5/2024 | Del Sette Capital Management LLC | 148,734 | $7.11M | 6.3% | +3.1% | 0.250% | |
2/5/2024 | Silver Oak Securities Incorporated | 26,903 | $1.29M | 0.2% | N/A | 0.045% | |
2/2/2024 | Truist Financial Corp | 17,531 | $838K | 0.0% | -8.1% | 0.029% | |
2/2/2024 | Anfield Capital Management LLC | 54,125 | $2.59M | 1.4% | -3.1% | 0.091% | |
2/2/2024 | Simplex Trading LLC | 38,373 | $1.83M | 0.0% | N/A | 0.065% | |
2/2/2024 | Bank Julius Baer & Co. Ltd Zurich | 15,980 | $764K | 0.0% | -51.4% | 0.027% | |
2/1/2024 | Millington Financial Advisors LLC | 30,933 | $1.48M | 1.2% | +11.7% | 0.052% | |
2/1/2024 | Sigma Planning Corp | 52,146 | $2.49M | 0.2% | -49.0% | 0.088% | |
1/31/2024 | Institute for Wealth Management LLC. | 5,100 | $244K | 0.0% | N/A | 0.009% | |
1/30/2024 | Vontobel Holding Ltd. | 132,553 | $6.34M | 0.0% | -6.7% | 0.223% | |
1/30/2024 | Sumitomo Life Insurance Co. | 452,100 | $21.62M | 0.7% | -12.0% | 0.760% | |
1/29/2024 | Graypoint LLC | 172,767 | $8.26M | 0.7% | +7.7% | 0.291% | |
1/29/2024 | Koshinski Asset Management Inc. | 29,250 | $1.40M | 0.2% | +60.9% | 0.049% | |
1/29/2024 | Money Design Co. Ltd. | 188,756 | $9.02M | 0.5% | -2.7% | 0.318% | |
1/26/2024 | Geneos Wealth Management Inc. | 99,389 | $4.75M | 0.2% | +1.2% | 0.167% | |
1/25/2024 | International Assets Investment Management LLC | 10,360 | $495K | 0.0% | N/A | 0.017% | |
1/25/2024 | Hazlett Burt & Watson Inc. | 5,054 | $242K | 0.2% | -6.5% | 0.009% | |
1/25/2024 | Americana Partners LLC | 4,584 | $219K | 0.0% | N/A | 0.008% | |
1/25/2024 | Global Assets Advisory LLC | 16,690 | $798K | 1.1% | -2.3% | 0.028% | |
1/25/2024 | Mainstay Capital Management LLC ADV | 5,278 | $252K | 0.0% | -88.1% | 0.009% | |
1/24/2024 | Arlington Trust Co LLC | 6,882 | $329K | 0.1% | N/A | 0.012% | |
1/24/2024 | International Assets Investment Management LLC | 495,315 | $23.68M | 0.0% | N/A | 0.833% | |
1/23/2024 | Upper Left Wealth Management LLC | 39,760 | $1.90M | 1.9% | +2.5% | 0.067% | |
1/23/2024 | Private Wealth Advisors LLC | 149,885 | $7.17M | 2.8% | -2.8% | 0.252% | |
1/23/2024 | DORCHESTER WEALTH MANAGEMENT Co | 83,755 | $4.01M | 0.7% | -3.4% | 0.141% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 639 | $30K | 0.0% | -71.5% | 0.001% | |
1/22/2024 | Retirement Guys Formula LLC | 90,331 | $4.32M | 2.3% | N/A | 0.152% | |
1/22/2024 | LFA Lugano Financial Advisors SA | 61,729 | $2.95M | 2.3% | -4.6% | 0.104% | |
1/22/2024 | Miracle Mile Advisors LLC | 4,680 | $224K | 0.0% | N/A | 0.008% | |
1/19/2024 | Griffin Asset Management Inc. | 8,144 | $389K | 0.0% | +8.3% | 0.014% | |
1/18/2024 | Global Retirement Partners LLC | 1,800 | $83K | 0.0% | +1,700.0% | 0.003% | |
1/18/2024 | Good Life Advisors LLC | 128,304 | $6.13M | 0.6% | +0.3% | 0.216% | |
1/17/2024 | Courier Capital LLC | 230,067 | $11.00M | 0.8% | -0.2% | 0.387% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 57,525 | $2.75M | 0.0% | -25.2% | 0.097% | |
1/16/2024 | Raymond James & Associates | 23,108 | $1.11M | 0.0% | +9.8% | 0.039% | |
1/12/2024 | GPS Wealth Strategies Group LLC | 4,066 | $194K | 0.0% | -74.6% | 0.007% | |
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1/11/2024 | Cypress Wealth Services LLC | 4,750 | $227K | 0.1% | N/A | 0.008% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 6,710 | $321K | 0.0% | -37.5% | 0.011% | |
1/9/2024 | First International Bank & Trust | 189,375 | $9.05M | 3.5% | +3.6% | 0.319% | |
1/9/2024 | WBH Advisory Inc. | 24,666 | $1.18M | 0.1% | -25.3% | 0.041% | |
1/5/2024 | Capital Investment Advisors LLC | 4,855 | $232K | 0.0% | -8.0% | 0.008% | |
11/27/2023 | Banque Pictet & Cie SA | 19,110 | $803K | 0.0% | -10.5% | 0.032% | |
11/24/2023 | Deutsche Bank AG | 320,170 | $13.45M | 0.0% | +4.8% | 0.539% | |
11/16/2023 | Orion Capital Management LLC | 1,617 | $68K | 0.0% | N/A | 0.003% | |
11/16/2023 | Ashford Capital Management Inc. | 94,189 | $3.96M | 0.6% | -1.3% | 0.158% | |
11/16/2023 | Belpointe Asset Management LLC | 6,195 | $260K | 0.0% | -74.1% | 0.010% | |