5/2/2025 | Legacy Capital Wealth Partners LLC | 1,017,329 | $11.79M | 2.6% | N/A | 6.874% | |
5/2/2025 | SBI Securities Co. Ltd. | 4,472 | $52K | 0.0% | +414.6% | 0.030% | |
5/1/2025 | Harmony Asset Management LLC | 60,001 | $695K | 0.3% | N/A | 0.405% | |
4/30/2025 | Axxcess Wealth Management LLC | 106,400 | $1.23M | 0.0% | +38.2% | 0.719% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,434,041 | $16.62M | 0.0% | +431.2% | 9.689% | |
4/28/2025 | Resonant Capital Advisors LLC | 28,403 | $331K | 0.0% | +33.2% | 0.192% | |
4/28/2025 | NovaPoint Capital LLC | 27,376 | $317K | 0.1% | N/A | 0.185% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 20,000 | $233K | 0.0% | -56.5% | 0.135% | |
4/21/2025 | ORG Partners LLC | 3,631 | $42K | 0.0% | -97.2% | 0.025% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 34,641 | $404K | 0.1% | N/A | 0.234% | |
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4/21/2025 | TTP Investments Inc. | 1,144,065 | $13.26M | 5.6% | N/A | 7.730% | |
4/18/2025 | Cushing Capital Partners LLC | 44,717 | $522K | 0.5% | N/A | 0.262% | |
4/14/2025 | IMC Chicago LLC | 66,001 | $765K | 0.0% | N/A | 0.387% | |
4/14/2025 | One Plus One Wealth Management LLC | 959,992 | $11.13M | 6.1% | +21.9% | 5.630% | |
4/14/2025 | Moulton Wealth Management Inc. | 455,097 | $5.28M | 4.0% | N/A | 2.669% | |
4/11/2025 | Oxinas Partners Wealth Management LLC | 26,109 | $303K | 0.2% | N/A | 0.153% | |
4/10/2025 | Maltin Wealth Management Inc. | 62,223 | $721K | 0.3% | +34.7% | 0.365% | |
2/25/2025 | Armis Advisers LLC | 1,193,472 | $13.14M | 1.6% | N/A | 9.324% | |
2/17/2025 | Shepherd Kaplan Krochuk LLC | 266,515 | $2.93M | 2.5% | +110.3% | 1.676% | |
2/17/2025 | Focus Partners Wealth | 18,826 | $207K | 0.0% | N/A | 0.118% | |
2/14/2025 | Jane Street Group LLC | 89,997 | $991K | 0.0% | +83.7% | 0.566% | |
2/14/2025 | Bison Wealth LLC | 384,703 | $4.24M | 0.9% | N/A | 2.420% | |
2/14/2025 | Beacon Pointe Advisors LLC | 109,100 | $1.20M | 0.0% | -28.7% | 0.686% | |
2/14/2025 | Two Sigma Securities LLC | 108,678 | $1.20M | 0.2% | +208.4% | 0.684% | |
2/14/2025 | Tower Research Capital LLC TRC | 42,398 | $467K | 0.0% | N/A | 0.267% | |
2/13/2025 | Belpointe Asset Management LLC | 175,834 | $2.03M | 0.1% | -1.2% | 1.106% | |
2/13/2025 | Townsquare Capital LLC | 18,113 | $199K | 0.0% | +34.7% | 0.114% | |
2/13/2025 | Advisory Services Network LLC | 160,887 | $1.77M | 0.0% | -6.4% | 1.012% | |
2/13/2025 | Envestnet Asset Management Inc. | 269,965 | $2.97M | 0.0% | +77.9% | 1.698% | |
2/12/2025 | Headlands Technologies LLC | 2,289 | $25K | 0.0% | -39.5% | 0.014% | |
2/12/2025 | Orion Portfolio Solutions LLC | 35,709 | $393K | 0.0% | N/A | 0.225% | |
2/12/2025 | JPMorgan Chase & Co. | 130,475 | $1.44M | 0.0% | N/A | 0.821% | |
2/12/2025 | SwitchPoint Financial Planning LLC | 19,354 | $213K | 0.2% | N/A | 0.122% | |
2/10/2025 | Axxcess Wealth Management LLC | 76,985 | $848K | 0.0% | N/A | 0.484% | |
2/5/2025 | Kovack Advisors Inc. | 12,200 | $134K | 0.0% | N/A | 0.077% | |
1/29/2025 | One Plus One Wealth Management LLC | 787,208 | $8.67M | 5.1% | -30.8% | 4.951% | |
1/27/2025 | Choreo LLC | 76,867 | $852K | 0.0% | +197.6% | 0.483% | |
1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 46,000 | $498K | 0.0% | +53.3% | 0.289% | |
1/23/2025 | Synergy Asset Management LLC | 4,229 | $47K | 0.0% | N/A | 0.027% | |
1/16/2025 | Maltin Wealth Management Inc. | 46,178 | $508K | 0.2% | -15.4% | 0.290% | |
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1/16/2025 | Kaydan Wealth Management Inc. | 961,512 | $10.59M | 3.5% | -50.9% | 6.047% | |
1/10/2025 | ORG Partners LLC | 131,590 | $1.45M | 0.2% | +3,697.7% | 0.828% | |
11/13/2024 | Townsquare Capital LLC | 13,443 | $151K | 0.0% | -13.8% | 0.085% | |
11/1/2024 | Galvin Gaustad & Stein LLC | 11,200 | $125K | 0.0% | -17.6% | 0.070% | |
10/30/2024 | One Plus One Wealth Management LLC | 1,137,243 | $12.74M | 7.6% | +3.6% | 7.152% | |
10/25/2024 | Vista Finance LLC | 42,093 | $471K | 0.6% | -43.8% | 0.265% | |
10/24/2024 | Leuthold Group LLC | 1,483,044 | $16.61M | 1.8% | -13.3% | 9.327% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 30,000 | $337K | 0.0% | N/A | 0.189% | |
10/18/2024 | Resonant Capital Advisors LLC | 21,324 | $242K | 0.0% | -17.7% | 0.134% | |
10/18/2024 | NovaPoint Capital LLC | 14,003 | $157K | 0.0% | N/A | 0.088% | |
10/16/2024 | Kaydan Wealth Management Inc. | 1,956,737 | $21.92M | 6.5% | -1.3% | 12.307% | |
10/11/2024 | ORG Partners LLC | 3,465 | $39K | 0.0% | -46.0% | 0.022% | |
10/9/2024 | Maltin Wealth Management Inc. | 54,603 | $612K | 0.3% | +4.7% | 0.343% | |
8/30/2024 | Strategic Investment Solutions Inc. IL | 7,065 | $83K | 0.0% | N/A | 0.044% | |
8/16/2024 | Creative Planning | 24,000 | $282K | 0.0% | N/A | 0.151% | |
8/12/2024 | Leuthold Group LLC | 1,711,236 | $20.14M | 2.3% | -1.6% | 10.762% | |
8/10/2024 | Virtu Financial LLC | 110,244 | $1.30M | 0.1% | -45.5% | 0.693% | |
8/7/2024 | Headlands Technologies LLC | 6,981 | $82K | 0.0% | -22.4% | 0.044% | |
8/7/2024 | Choreo LLC | 32,083 | $377K | 0.0% | N/A | 0.202% | |
8/7/2024 | Vista Finance LLC | 74,842 | $881K | 1.3% | -48.0% | 0.471% | |
8/2/2024 | Belpointe Asset Management LLC | 143,519 | $1.69M | 0.1% | +2.7% | 0.903% | |
8/1/2024 | Verus Capital Partners LLC | 11,055 | $130K | 0.0% | -13.9% | 0.070% | |
7/24/2024 | EdgeRock Capital LLC | 3,606 | $42K | 0.0% | N/A | 0.023% | |
7/16/2024 | ORG Partners LLC | 6,419 | $75K | 0.0% | N/A | 0.040% | |
7/12/2024 | Maltin Wealth Management Inc. | 52,143 | $614K | 0.3% | -12.8% | 0.328% | |
7/11/2024 | Kaydan Wealth Management Inc. | 1,981,957 | $23.33M | 8.3% | -2.3% | 12.465% | |
5/20/2024 | Virtu Financial LLC | 202,245 | $2.46M | 0.2% | -21.5% | 1.272% | |
5/16/2024 | Sugar Maple Asset Management LLC | 85,500 | $1.04M | 1.0% | N/A | 0.538% | |
5/11/2024 | Vista Finance LLC | 143,830 | $1.75M | 4.4% | -40.9% | 0.905% | |
5/8/2024 | Headlands Technologies LLC | 8,995 | $109K | 0.0% | -53.7% | 0.057% | |
5/7/2024 | Verus Capital Partners LLC | 12,844 | $156K | 0.0% | -31.1% | 0.081% | |
5/6/2024 | Leuthold Group LLC | 1,738,497 | $21.16M | 2.4% | +0.4% | 10.934% | |
5/6/2024 | Advisory Services Network LLC | 360,821 | $4.39M | 0.1% | -28.5% | 2.269% | |
5/1/2024 | New Harbor Financial Group LLC | 42,711 | $520K | 0.2% | -6.9% | 0.269% | |
4/16/2024 | Maltin Wealth Management Inc. | 59,823 | $728K | 0.4% | -9.8% | 0.427% | |
4/12/2024 | Kaydan Wealth Management Inc. | 2,027,786 | $24.68M | 8.4% | +110.3% | 10.399% | |
4/10/2024 | One Plus One Wealth Management LLC | 311,939 | $3.80M | 2.2% | +106.5% | 1.600% | |
2/26/2024 | Virtu Financial LLC | 257,662 | $3.42M | 0.3% | N/A | 1.321% | |
2/13/2024 | Tower Research Capital LLC TRC | 521,042 | $6.93M | 0.1% | +1,062.1% | 2.672% | |
2/13/2024 | Belpointe Asset Management LLC | 621,985 | $8.27M | 0.7% | -7.2% | 3.190% | |
2/9/2024 | Advisory Services Network LLC | 504,824 | $6.71M | 0.2% | -2.4% | 2.589% | |
2/9/2024 | IMC Chicago LLC | 1,086,218 | $14.44M | 0.0% | +108.6% | 5.570% | |
2/8/2024 | Beacon Pointe Advisors LLC | 161,650 | $2.15M | 0.0% | +77.1% | 0.829% | |
2/6/2024 | Leuthold Group LLC | 1,731,572 | $23.01M | 2.9% | -3.3% | 8.880% | |
2/2/2024 | Headlands Technologies LLC | 19,414 | $258K | 0.1% | N/A | 0.100% | |
1/31/2024 | Resonant Capital Advisors LLC | 25,920 | $344K | 0.0% | -4.4% | 0.133% | |
1/30/2024 | Acute Investment Advisory LLC | 566,002 | $7.52M | 4.4% | +3.4% | 2.903% | |
1/30/2024 | Bison Wealth LLC | 130,502 | $1.73M | 0.3% | +813.6% | 0.669% | |
1/29/2024 | ORG Partners LLC | 6,775 | $90K | 0.0% | +37.0% | 0.035% | |
1/25/2024 | New Harbor Financial Group LLC | 45,881 | $610K | 0.2% | -11.6% | 0.235% | |
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1/22/2024 | One Plus One Wealth Management LLC | 151,032 | $2.01M | 1.2% | N/A | 0.775% | |
1/18/2024 | Maltin Wealth Management Inc. | 66,302 | $881K | 0.6% | +52.3% | 0.340% | |
1/16/2024 | Kaydan Wealth Management Inc. | 964,036 | $12.81M | 5.2% | -1.6% | 4.944% | |
1/16/2024 | NovaPoint Capital LLC | 20,906 | $278K | 0.1% | -17.6% | 0.107% | |
1/11/2024 | Galvin Gaustad & Stein LLC | 23,100 | $307K | 0.0% | -9.4% | 0.118% | |
1/10/2024 | Moulton Wealth Management Inc. | 11,565 | $154K | 0.2% | N/A | 0.059% | |
11/16/2023 | GTS Securities LLC | 1,453,080 | $21.57M | 0.0% | +0.4% | 7.452% | |
11/16/2023 | Belpointe Asset Management LLC | 670,131 | $9.95M | 1.0% | +3.6% | 3.437% | |
11/14/2023 | Tower Research Capital LLC TRC | 44,838 | $665K | 0.0% | +693.6% | 0.230% | |
11/13/2023 | Bison Wealth LLC | 14,285 | $212K | 0.0% | N/A | 0.073% | |