5/1/2025 | Reyes Financial Architecture Inc. | 4,944 | $135K | 0.1% | -93.5% | 0.063% | |
4/30/2025 | Trek Financial LLC | 32,107 | $875K | 0.1% | N/A | 0.406% | |
4/29/2025 | Envestnet Asset Management Inc. | 247,270 | $6.74M | 0.0% | -12.7% | 3.130% | |
4/28/2025 | Summit Place Financial Advisors LLC | 211,722 | $5.77M | 3.3% | +8.1% | 2.680% | |
4/23/2025 | PMV Capital Advisers LLC | 34,933 | $952K | 2.3% | +415.8% | 0.442% | |
4/21/2025 | Osborne Partners Capital Management LLC | 473,450 | $12.91M | 0.7% | +2.5% | 5.993% | |
4/17/2025 | Good Life Advisors LLC | 72,777 | $1.98M | 0.1% | N/A | 0.927% | |
4/16/2025 | Defined Financial Planning LLC | 15,167 | $412K | 0.4% | +5.0% | 0.193% | |
4/15/2025 | Accurate Wealth Management LLC | 179,419 | $4.74M | 0.9% | N/A | 2.286% | |
4/14/2025 | Farther Finance Advisors LLC | 49,577 | $1.35M | 0.0% | N/A | 0.632% | |
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4/14/2025 | NewSquare Capital LLC | 72,086 | $1.97M | 0.2% | -3.7% | 0.918% | |
4/14/2025 | Moulton Wealth Management Inc. | 50,720 | $1.38M | 1.1% | +333.5% | 0.646% | |
4/10/2025 | Portside Wealth Group LLC | 30,826 | $853K | 0.1% | N/A | 0.393% | |
4/10/2025 | GenWealth Group Inc. | 582,583 | $15.88M | 3.5% | +4.2% | 7.421% | |
4/9/2025 | Worth Asset Management LLC | 30,101 | $821K | 0.4% | -8.0% | 0.383% | |
4/9/2025 | Wallace Advisory Group LLC | 17,615 | $487K | 0.3% | N/A | 0.224% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 9,086 | $251K | 0.0% | N/A | 0.087% | |
2/18/2025 | Continuum Advisory LLC | 2,109 | $58K | 0.0% | N/A | 0.027% | |
2/17/2025 | Vident Advisory LLC | 40,690 | $1.13M | 0.0% | N/A | 0.515% | |
2/17/2025 | Napa Wealth Management | 13,218 | $366K | 0.2% | -60.8% | 0.167% | |
2/17/2025 | Cetera Investment Advisers | 32,959 | $912K | 0.0% | -84.7% | 0.417% | |
2/17/2025 | Beaumont Capital Management LLC | 44,263 | $1.22M | 0.9% | N/A | 0.560% | |
2/17/2025 | Bank of America Corp DE | 250,397 | $6.93M | 0.0% | -1.7% | 3.170% | |
2/14/2025 | Jane Street Group LLC | 72,143 | $2.00M | 0.0% | -89.0% | 0.913% | |
2/14/2025 | Prosperity Consulting Group LLC | 13,542 | $375K | 0.0% | N/A | 0.171% | |
2/14/2025 | J. Safra Sarasin Holding AG | 81,130 | $2.24M | 0.0% | N/A | 1.027% | |
2/13/2025 | Defined Financial Planning LLC | 14,444 | $400K | 0.4% | N/A | 0.183% | |
2/13/2025 | Townsquare Capital LLC | 158,787 | $4.39M | 0.0% | N/A | 2.010% | |
2/13/2025 | Bank of Montreal Can | 14,270 | $395K | 0.0% | -88.2% | 0.181% | |
2/13/2025 | Certior Financial Group LLC | 30,333 | $839K | 0.7% | N/A | 0.384% | |
2/13/2025 | Cerity Partners LLC | 25,324 | $700K | 0.0% | N/A | 0.321% | |
2/13/2025 | Envestnet Asset Management Inc. | 283,287 | $7.84M | 0.0% | -6.2% | 3.586% | |
2/12/2025 | Arete Wealth Advisors LLC | 21,062 | $584K | 0.0% | N/A | 0.267% | |
2/12/2025 | Maridea Wealth Management LLC | 102,169 | $2.83M | 0.9% | N/A | 1.293% | |
2/12/2025 | JPMorgan Chase & Co. | 80,523 | $2.23M | 0.0% | +0.9% | 1.019% | |
2/11/2025 | LPL Financial LLC | 434,354 | $12.01M | 0.0% | +46.7% | 5.498% | |
2/11/2025 | TD Private Client Wealth LLC | 13,002 | $360K | 0.0% | N/A | 0.165% | |
2/11/2025 | TAP Consulting LLC | 55,547 | $1.54M | 0.3% | +4.5% | 0.703% | |
2/7/2025 | PFG Advisors | 10,877 | $301K | 0.0% | +7.1% | 0.138% | |
2/7/2025 | HighTower Advisors LLC | 223,911 | $6.19M | 0.0% | +340.1% | 2.834% | |
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2/6/2025 | Assetmark Inc. | 72,927 | $2.02M | 0.0% | +4,463.6% | 0.923% | |
2/6/2025 | NewSquare Capital LLC | 74,822 | $2.07M | 0.2% | +2.3% | 0.947% | |
2/5/2025 | Norden Group LLC | 7,714 | $213K | 0.0% | N/A | 0.098% | |
2/4/2025 | Bank of New York Mellon Corp | 160,763 | $4.45M | 0.0% | +1,003.8% | 2.035% | |
2/3/2025 | Summit Place Financial Advisors LLC | 195,872 | $5.42M | 3.1% | -1.0% | 2.479% | |
1/31/2025 | 3EDGE Asset Management LP | 1,681,124 | $46.50M | 2.9% | N/A | 21.280% | |
1/29/2025 | Avestar Capital LLC | 76,568 | $2.12M | 0.2% | -3.4% | 0.969% | |
1/28/2025 | Empowered Funds LLC | 133,382 | $3.69M | 0.1% | N/A | 1.688% | |
1/24/2025 | Alliance Wealth Advisors LLC UT | 44,822 | $1.24M | 0.3% | N/A | 0.567% | |
1/24/2025 | Osborne Partners Capital Management LLC | 462,025 | $12.78M | 0.7% | +0.9% | 5.848% | |
1/17/2025 | Whalen Wealth Management Inc. | 63,948 | $1.77M | 1.2% | N/A | 0.809% | |
1/16/2025 | Moulton Wealth Management Inc. | 11,700 | $324K | 0.2% | -54.1% | 0.148% | |
1/15/2025 | GenWealth Group Inc. | 559,129 | $15.47M | 3.5% | +3.4% | 7.078% | |
1/15/2025 | Ameritas Advisory Services LLC | 90,449 | $2.50M | 0.1% | +9.5% | 1.145% | |
1/13/2025 | Matrix Trust Co | 3,287 | $91K | 0.0% | N/A | 0.042% | |
1/10/2025 | HBW Advisory Services LLC | 14,824 | $410K | 0.1% | N/A | 0.188% | |
1/8/2025 | Worth Asset Management LLC | 32,718 | $905K | 0.5% | N/A | 0.414% | |
12/26/2024 | JPMorgan Chase & Co. | 79,794 | $2.12M | 0.0% | -43.9% | 1.010% | |
11/15/2024 | Jane Street Group LLC | 653,560 | $17.34M | 0.0% | +107.8% | 8.273% | |
11/15/2024 | HighTower Advisors LLC | 50,883 | $1.35M | 0.0% | -76.5% | 0.644% | |
11/15/2024 | Hilltop Holdings Inc. | 42,913 | $1.14M | 0.1% | N/A | 0.543% | |
11/14/2024 | Flow Traders U.S. LLC | 38,476 | $1.02M | 0.1% | +392.5% | 0.487% | |
11/13/2024 | Avestar Capital LLC | 79,267 | $2.10M | 0.2% | -10.6% | 1.003% | |
11/13/2024 | Bank of Montreal Can | 120,750 | $3.20M | 0.0% | +632.2% | 1.528% | |
11/7/2024 | Napa Wealth Management | 33,717 | $895K | 0.4% | N/A | 0.427% | |
11/6/2024 | Veery Capital LLC | 8,005 | $212K | 0.1% | -74.9% | 0.101% | |
11/1/2024 | Assetmark Inc. | 1,598 | $42K | 0.0% | -99.9% | 0.020% | |
10/24/2024 | Summit Place Financial Advisors LLC | 197,941 | $5.25M | 2.9% | -4.9% | 2.506% | |
10/23/2024 | Osborne Partners Capital Management LLC | 458,069 | $12.15M | 0.7% | +2.3% | 5.798% | |
10/21/2024 | Flagship Harbor Advisors LLC | 1,617,224 | $42.91M | 2.4% | N/A | 20.471% | |
10/18/2024 | Moulton Wealth Management Inc. | 25,467 | $684K | 0.6% | -50.1% | 0.322% | |
10/12/2024 | GenWealth Group Inc. | 540,627 | $14.34M | 3.3% | +6.9% | 6.843% | |
10/11/2024 | VitalStone Financial LLC | 79,493 | $2.11M | 1.4% | -11.6% | 1.006% | |
10/9/2024 | TAP Consulting LLC | 53,173 | $1.41M | 0.3% | +13.5% | 0.673% | |
8/22/2024 | Cetera Investment Advisers | 236,136 | $6.40M | 0.0% | -0.5% | 2.989% | |
8/16/2024 | Ascent Group LLC | 14,008 | $379K | 0.0% | N/A | 0.177% | |
8/14/2024 | Bank of Montreal Can | 16,491 | $447K | 0.0% | -82.5% | 0.209% | |
8/9/2024 | Dravo Bay LLC | 73,329 | $1.99M | 1.1% | +9.4% | 0.928% | |
8/8/2024 | Envestnet Asset Management Inc. | 394,555 | $10.69M | 0.0% | +160.3% | 4.994% | |
8/8/2024 | PFG Advisors | 280,004 | $7.59M | 0.5% | +1.9% | 3.544% | |
8/8/2024 | VitalStone Financial LLC | 89,903 | $2.44M | 1.8% | +43.8% | 1.138% | |
8/6/2024 | TAP Consulting LLC | 46,837 | $1.27M | 0.3% | +18.9% | 0.593% | |
8/6/2024 | Hanlon Investment Management Inc. | 12,972 | $351K | 0.1% | N/A | 0.164% | |
8/2/2024 | Aveo Capital Partners LLC | 147,901 | $4.01M | 0.5% | +984.1% | 1.872% | |
7/29/2024 | TrueMark Investments LLC | 14,467 | $392K | 0.1% | N/A | 0.183% | |
7/17/2024 | GenWealth Group Inc. | 505,516 | $13.69M | 3.4% | +0.8% | 6.399% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 14,629 | $396K | 0.0% | N/A | 0.185% | |
7/16/2024 | Moulton Wealth Management Inc. | 51,033 | $1.38M | 1.2% | N/A | 0.646% | |
7/12/2024 | Sound Income Strategies LLC | 87,137 | $2.36M | 0.1% | N/A | 1.103% | |
7/11/2024 | Worth Asset Management LLC | 23,543 | $638K | 0.4% | N/A | 0.298% | |
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7/10/2024 | Csenge Advisory Group | 35,030 | $949K | 0.1% | N/A | 0.443% | |
7/5/2024 | HBW Advisory Services LLC | 6,732 | $182K | 0.0% | N/A | 0.085% | |
5/24/2024 | Cetera Investment Advisers | 237,264 | $6.22M | 0.0% | N/A | 3.003% | |
5/16/2024 | Jane Street Group LLC | 600,675 | $15.74M | 0.0% | -46.5% | 7.603% | |
5/14/2024 | Vident Advisory LLC | 159,155 | $4.17M | 0.1% | +26.9% | 2.015% | |
5/7/2024 | Atomi Financial Group Inc. | 8,164 | $214K | 0.0% | -31.4% | 0.103% | |
5/7/2024 | Significant Wealth Partners LLC | 47,512 | $1.25M | 0.8% | N/A | 0.601% | |
5/7/2024 | PFG Advisors | 274,881 | $7.20M | 0.5% | -15.4% | 3.480% | |
5/6/2024 | VitalStone Financial LLC | 62,541 | $1.64M | 1.3% | +658.2% | 0.792% | |
4/30/2024 | Summit Place Financial Advisors LLC | 208,101 | $5.45M | 3.2% | +2.3% | 2.634% | |