5/1/2025 | Reyes Financial Architecture Inc. | 106,892 | $4.34M | 3.2% | -22.7% | 0.716% | |
4/30/2025 | Stratos Wealth Partners LTD. | 18,794 | $764K | 0.0% | +165.4% | 0.126% | |
4/29/2025 | Envestnet Asset Management Inc. | 41,011 | $1.67M | 0.0% | +9.2% | 0.275% | |
4/29/2025 | OneDigital Investment Advisors LLC | 21,657 | $880K | 0.0% | -50.6% | 0.145% | |
4/28/2025 | Mutual Advisors LLC | 54,217 | $2.14M | 0.1% | +449.6% | 0.363% | |
4/28/2025 | Resonant Capital Advisors LLC | 6,133 | $251K | 0.0% | N/A | 0.041% | |
4/24/2025 | Hedges Asset Management LLC | 82,000 | $3.33M | 2.1% | -14.3% | 0.550% | |
4/23/2025 | Private Harbour Investment Management & Counsel LLC | 59,063 | $2.40M | 2.7% | -5.7% | 0.396% | |
4/23/2025 | Oppenheimer & Co. Inc. | 26,101 | $1.06M | 0.0% | -42.9% | 0.175% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 6,543 | $266K | 0.0% | N/A | 0.044% | |
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4/21/2025 | Stableford Capital II LLC | 233,172 | $9.80M | 4.1% | -27.9% | 1.563% | |
4/17/2025 | Kaydan Wealth Management Inc. | 282,399 | $11.47M | 3.7% | -1.5% | 1.893% | |
4/15/2025 | Integrated Advisors Network LLC | 28,025 | $1.14M | 0.1% | N/A | 0.188% | |
4/14/2025 | IMC Chicago LLC | 144,072 | $5.85M | 0.0% | N/A | 1.010% | |
4/14/2025 | One Plus One Wealth Management LLC | 286,221 | $11.63M | 6.3% | +65.2% | 2.006% | |
4/10/2025 | Maltin Wealth Management Inc. | 6,097 | $248K | 0.1% | -7.8% | 0.043% | |
4/9/2025 | Worth Asset Management LLC | 27,812 | $1.13M | 0.6% | N/A | 0.195% | |
4/9/2025 | Mirador Capital Partners LP | 152,976 | $6.22M | 1.1% | +98.2% | 1.072% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 19,049 | $712K | 0.0% | -42.7% | 0.139% | |
2/18/2025 | GTS Securities LLC | 20,375 | $762K | 0.0% | +116.8% | 0.165% | |
2/17/2025 | Squarepoint Ops LLC | 68,716 | $2.57M | 0.0% | N/A | 0.556% | |
2/17/2025 | Game Creek Capital LP | 103,000 | $3.85M | 1.5% | +30.8% | 0.833% | |
2/17/2025 | BNP Paribas Financial Markets | 13,929 | $521K | 0.0% | N/A | 0.113% | |
2/14/2025 | Beacon Pointe Advisors LLC | 10,000 | $374K | 0.0% | N/A | 0.081% | |
2/14/2025 | Two Sigma Securities LLC | 29,871 | $1.12M | 0.1% | -37.9% | 0.241% | |
2/14/2025 | OneDigital Investment Advisors LLC | 43,857 | $1.64M | 0.0% | +38.6% | 0.355% | |
2/14/2025 | Tower Research Capital LLC TRC | 41,914 | $1.57M | 0.0% | +257.0% | 0.339% | |
2/13/2025 | Jump Financial LLC | 336,335 | $12.58M | 0.3% | +94.8% | 2.719% | |
2/13/2025 | Belpointe Asset Management LLC | 67,208 | $2.76M | 0.2% | +1.3% | 0.543% | |
2/13/2025 | Advisory Services Network LLC | 179,296 | $6.71M | 0.1% | +11.0% | 1.449% | |
2/13/2025 | Envestnet Asset Management Inc. | 37,550 | $1.40M | 0.0% | -18.0% | 0.304% | |
2/12/2025 | Headlands Technologies LLC | 5,804 | $217K | 0.0% | N/A | 0.047% | |
2/12/2025 | CIBC Private Wealth Group LLC | 4,000 | $149K | 0.0% | -41.6% | 0.032% | |
2/12/2025 | Easterly Investment Partners LLC | 7,000 | $262K | 0.0% | N/A | 0.057% | |
2/12/2025 | JPMorgan Chase & Co. | 4,459 | $167K | 0.0% | +62.4% | 0.036% | |
2/12/2025 | Private Harbour Investment Management & Counsel LLC | 62,625 | $2.34M | 2.6% | -4.4% | 0.506% | |
2/11/2025 | LPL Financial LLC | 85,531 | $3.20M | 0.0% | -28.0% | 0.691% | |
2/11/2025 | Simplex Trading LLC | 455,468 | $17.03M | 0.0% | +36.6% | 3.682% | |
2/11/2025 | Fox Hill Wealth Management | 14,051 | $526K | 0.3% | -9.3% | 0.114% | |
2/7/2025 | Intellectus Partners LLC | 5,500 | $206K | 0.0% | N/A | 0.044% | |
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2/5/2025 | Oppenheimer & Co. Inc. | 45,722 | $1.71M | 0.0% | -29.1% | 0.370% | |
2/3/2025 | Leuthold Group LLC | 281,394 | $10.52M | 1.3% | +1,230.3% | 2.275% | |
2/3/2025 | Auour Investments LLC | 5,552 | $204K | 0.1% | N/A | 0.045% | |
2/3/2025 | RW Investment Management LLC | 12,730 | $476K | 0.1% | N/A | 0.103% | |
1/29/2025 | One Plus One Wealth Management LLC | 173,242 | $6.48M | 3.8% | -50.0% | 1.401% | |
1/29/2025 | POM Investment Strategies LLC | 4,660 | $174K | 0.1% | -19.8% | 0.038% | |
1/27/2025 | Choreo LLC | 18,086 | $683K | 0.0% | +143.6% | 0.146% | |
1/27/2025 | Stratos Wealth Partners LTD. | 7,081 | $265K | 0.0% | -88.4% | 0.057% | |
1/24/2025 | Spire Wealth Management | 2,700 | $101K | 0.0% | N/A | 0.022% | |
1/24/2025 | Stableford Capital II LLC | 323,282 | $12.09M | 4.8% | N/A | 2.613% | |
1/22/2025 | TRU Independence Asset Management 2 LLC | 12,000 | $449K | 0.4% | N/A | 0.097% | |
1/17/2025 | Hedges Asset Management LLC | 95,700 | $3.58M | 2.4% | +3.5% | 0.774% | |
1/17/2025 | Mutual Advisors LLC | 9,865 | $368K | 0.0% | N/A | 0.080% | |
1/17/2025 | SG Americas Securities LLC | 49,143 | $1.84M | 0.0% | +352.5% | 0.397% | |
1/17/2025 | AFG Fiduciary Services Limited Partnership | 131,406 | $4.87M | 1.5% | +347.6% | 1.062% | |
1/17/2025 | Atomi Financial Group Inc. | 60,261 | $2.25M | 0.1% | +3.7% | 0.487% | |
1/16/2025 | Maltin Wealth Management Inc. | 6,612 | $247K | 0.1% | -28.5% | 0.053% | |
1/16/2025 | RiverTree Advisors LLC | 5,930 | $222K | 0.1% | N/A | 0.048% | |
1/15/2025 | Mirador Capital Partners LP | 77,181 | $2.89M | 0.5% | -40.7% | 0.624% | |
1/13/2025 | Vigilare Wealth Management | 19,747 | $739K | 0.3% | -76.5% | 0.160% | |
1/13/2025 | Eastern Bank | 9,946 | $372K | 0.0% | +63.6% | 0.080% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 33,270 | $1.33M | 0.0% | -13.8% | 0.269% | |
11/15/2024 | Integrated Wealth Concepts LLC | 34,769 | $1.37M | 0.0% | N/A | 0.281% | |
11/15/2024 | HighTower Advisors LLC | 14,717 | $580K | 0.0% | N/A | 0.119% | |
11/6/2024 | RIA Advisory Group LLC | 12,851 | $507K | 0.2% | N/A | 0.104% | |
11/6/2024 | OneDigital Investment Advisors LLC | 31,647 | $1.25M | 0.0% | +2.9% | 0.256% | |
11/6/2024 | Planning Capital Management Corp | 2,600 | $103K | 0.1% | -10.3% | 0.021% | |
11/6/2024 | Oppenheimer & Co. Inc. | 64,485 | $2.54M | 0.0% | -32.6% | 0.521% | |
11/1/2024 | Oxbow Advisors LLC | 8,345 | $329K | 0.0% | -22.0% | 0.067% | |
10/30/2024 | One Plus One Wealth Management LLC | 346,647 | $13.67M | 8.1% | +3.2% | 2.802% | |
10/30/2024 | Clarity Financial LLC | 37,779 | $1.49M | 0.2% | N/A | 0.305% | |
10/25/2024 | Vista Finance LLC | 30,977 | $1.22M | 1.7% | -44.2% | 0.250% | |
10/24/2024 | Leuthold Group LLC | 21,152 | $834K | 0.1% | N/A | 0.171% | |
10/24/2024 | Hedges Asset Management LLC | 92,500 | $3.65M | 2.4% | +37.9% | 0.748% | |
10/23/2024 | West Michigan Advisors LLC | 29,604 | $1.19M | 0.4% | N/A | 0.239% | |
10/22/2024 | Private Advisor Group LLC | 14,954 | $590K | 0.0% | N/A | 0.121% | |
10/22/2024 | Eastern Bank | 6,079 | $240K | 0.0% | N/A | 0.049% | |
10/18/2024 | Resonant Capital Advisors LLC | 6,166 | $248K | 0.0% | N/A | 0.050% | |
10/17/2024 | Joule Financial LLC | 5,925 | $234K | 0.1% | N/A | 0.048% | |
10/16/2024 | Kaydan Wealth Management Inc. | 286,688 | $11.31M | 3.3% | +99.8% | 2.318% | |
10/16/2024 | AFG Fiduciary Services Limited Partnership | 29,356 | $1.15M | 0.4% | -68.4% | 0.237% | |
10/15/2024 | HTLF Bank | 5,600 | $221K | 0.0% | N/A | 0.045% | |
10/11/2024 | ORG Partners LLC | 995 | $39K | 0.0% | -43.9% | 0.008% | |
10/9/2024 | TAP Consulting LLC | 84,035 | $3.31M | 0.7% | -34.9% | 0.679% | |
10/8/2024 | Atomi Financial Group Inc. | 58,112 | $2.29M | 0.1% | +4.3% | 0.470% | |
10/5/2024 | Mirador Capital Partners LP | 130,206 | $5.14M | 0.9% | N/A | 1.053% | |
10/3/2024 | SG Americas Securities LLC | 10,860 | $428K | 0.0% | N/A | 0.088% | |
8/22/2024 | PVG Asset Management Corp | 9,360 | $379K | 1.5% | N/A | 0.076% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 38,592 | $1.59M | 0.0% | -91.1% | 0.312% | |
8/14/2024 | Evergreen Capital Management LLC | 6,047 | $249K | 0.0% | N/A | 0.049% | |
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8/13/2024 | Benjamin F. Edwards & Company Inc. | 8,939 | $362K | 0.0% | N/A | 0.072% | |
8/12/2024 | WCG Wealth Advisors LLC | 26,269 | $1.06M | 0.1% | -84.0% | 0.212% | |
8/9/2024 | Pekin Hardy Strauss Inc. | 5,425 | $220K | 0.0% | -87.0% | 0.044% | |
8/9/2024 | Brown Brothers Harriman & Co. | 4,000 | $162K | 0.0% | -80.0% | 0.032% | |
8/8/2024 | HBK Sorce Advisory LLC | 4,993 | $202K | 0.0% | N/A | 0.040% | |
8/8/2024 | Sykon Capital LLC | 141,987 | $5.75M | 2.2% | -70.1% | 1.148% | |
8/8/2024 | Oppenheimer & Co. Inc. | 95,639 | $3.87M | 0.1% | -84.8% | 0.773% | |
8/8/2024 | Private Harbour Investment Management & Counsel LLC | 65,505 | $2.65M | 2.8% | -80.1% | 0.530% | |
8/8/2024 | Fore Capital LLC | 45,000 | $1.82M | 1.2% | N/A | 0.364% | |
8/7/2024 | Headlands Technologies LLC | 25,662 | $1.04M | 0.1% | N/A | 0.207% | |