1/17/2025 | Endeavor Private Wealth Inc. | 13,394 | $368K | 0.3% | N/A | 0.304% | |
1/16/2025 | Trueblood Wealth Management LLC | 23,869 | $657K | 0.3% | +20.7% | 0.542% | |
1/16/2025 | Lincoln Capital LLC | 10,260 | $282K | 0.1% | +33.0% | 0.233% | |
1/16/2025 | LVW Advisors LLC | 453,945 | $12.49M | 1.5% | +21.2% | 10.317% | |
1/15/2025 | Ameritas Advisory Services LLC | 20,655 | $568K | 0.0% | +29.2% | 0.469% | |
1/15/2025 | LongView Wealth Management | 12,015 | $331K | 0.1% | -36.6% | 0.273% | |
1/14/2025 | StrongBox Wealth LLC | 69,676 | $1.92M | 0.8% | +4.0% | 1.584% | |
1/14/2025 | KWB Wealth | 23,400 | $710K | 0.1% | N/A | 0.532% | |
1/14/2025 | Mendota Financial Group LLC | 236,717 | $6.51M | 4.2% | -14.6% | 5.380% | |
1/13/2025 | AdvisorNet Financial Inc | 7,296 | $201K | 0.0% | +1,088.3% | 0.166% | |
|
11/15/2024 | MML Investors Services LLC | 201,357 | $6.11M | 0.0% | +21.8% | 4.576% | |
11/15/2024 | Jane Street Group LLC | 118,536 | $3.60M | 0.0% | +289.5% | 2.694% | |
11/15/2024 | Stifel Financial Corp | 129,720 | $3.94M | 0.0% | +27.8% | 2.948% | |
11/14/2024 | Captrust Financial Advisors | 38,067 | $1.16M | 0.0% | +18.9% | 0.865% | |
11/12/2024 | Kingsview Wealth Management LLC | 28,252 | $858K | 0.0% | -40.8% | 0.642% | |
11/4/2024 | Venturi Wealth Management LLC | 1,287,784 | $39.10M | 2.0% | +8.7% | 29.268% | |
11/4/2024 | Tyler Stone Wealth Management | 7,310 | $222K | 0.0% | N/A | 0.166% | |
10/23/2024 | Trueblood Wealth Management LLC | 19,769 | $600K | 0.3% | +57.5% | 0.449% | |
10/22/2024 | Private Advisor Group LLC | 45,604 | $1.39M | 0.0% | +20.9% | 1.036% | |
10/18/2024 | Raymond James & Associates | 113,391 | $3.44M | 0.0% | N/A | 2.577% | |
10/10/2024 | Johnson Bixby & Associates LLC | 614,578 | $18.66M | 2.8% | +418.9% | 13.968% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 2,210 | $67K | 0.0% | N/A | 0.050% | |
10/10/2024 | Mendota Financial Group LLC | 277,091 | $8.41M | 4.0% | +32.9% | 6.298% | |
10/9/2024 | LongView Wealth Management | 18,962 | $576K | 0.2% | +77.9% | 0.431% | |
10/9/2024 | LVW Advisors LLC | 374,470 | $11.37M | 1.4% | +78.1% | 8.511% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 35,300 | $1.07M | 0.0% | +11.3% | 0.802% | |
8/22/2024 | Cetera Investment Advisers | 316,405 | $9.06M | 0.0% | +47.9% | 7.191% | |
8/8/2024 | Envestnet Asset Management Inc. | 172,569 | $4.94M | 0.0% | +501.7% | 3.922% | |
8/8/2024 | Trueblood Wealth Management LLC | 12,550 | $360K | 0.2% | +78.6% | 0.285% | |
8/5/2024 | Private Advisor Group LLC | 37,709 | $1.08M | 0.0% | +16.5% | 0.857% | |
7/31/2024 | Commonwealth Equity Services LLC | 104,219 | $2.99M | 0.0% | +20.7% | 2.369% | |
7/29/2024 | Rather & Kittrell Inc. | 7,414 | $212K | 0.1% | N/A | 0.169% | |
7/29/2024 | Ameritas Advisory Services LLC | 15,088 | $432K | 0.0% | +18.8% | 0.343% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 54,494 | $1.56M | 0.0% | +19.4% | 1.239% | |
7/22/2024 | LongView Wealth Management | 10,656 | $305K | 0.1% | N/A | 0.242% | |
7/19/2024 | Johnson Bixby & Associates LLC | 118,430 | $3.39M | 0.6% | +643.1% | 2.692% | |
7/16/2024 | LVW Advisors LLC | 210,292 | $6.02M | 0.9% | +23.6% | 4.779% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 31,717 | $909K | 0.0% | N/A | 0.721% | |
7/11/2024 | Mendota Financial Group LLC | 208,468 | $5.97M | 3.2% | +166.0% | 4.738% | |
7/10/2024 | Sweeney & Michel LLC | 170,944 | $4.97M | 2.1% | -1.0% | 3.885% | |
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5/24/2024 | Cetera Advisors LLC | 37,904 | $1.10M | 0.0% | +265.3% | 0.861% | |
5/24/2024 | Cetera Investment Advisers | 213,965 | $6.21M | 0.0% | N/A | 4.863% | |
5/16/2024 | Sweeney & Michel LLC | 172,594 | $5.05M | 2.2% | N/A | 3.923% | |
5/14/2024 | Capital International Investors | 46,000 | $1.33M | 0.0% | -90.0% | 1.045% | |
5/14/2024 | Capital Group Private Client Services Inc. | 264,872 | $7.68M | 0.1% | +42.3% | 6.020% | |
5/9/2024 | Kingsview Wealth Management LLC | 30,717 | $891K | 0.0% | +143.5% | 0.714% | |
5/1/2024 | Retirement Group LLC | 14,888 | $432K | 0.2% | N/A | 0.346% | |
4/30/2024 | Private Advisor Group LLC | 32,370 | $939K | 0.0% | +43.4% | 0.753% | |
4/29/2024 | Commonwealth Equity Services LLC | 86,380 | $2.51M | 0.0% | +44.5% | 2.009% | |
4/26/2024 | Trueblood Wealth Management LLC | 7,028 | $204K | 0.1% | N/A | 0.163% | |
4/25/2024 | Mendota Financial Group LLC | 78,370 | $2.27M | 1.3% | N/A | 1.823% | |
4/23/2024 | Venturi Wealth Management LLC | 1,107,036 | $32.12M | 2.1% | +2,999.2% | 25.745% | |
4/22/2024 | Johnson Bixby & Associates LLC | 15,938 | $462K | 0.1% | N/A | 0.000% | |
4/18/2024 | LVW Advisors LLC | 170,079 | $4.93M | 0.8% | +590.3% | 0.000% | |
2/13/2024 | Capital International Investors | 462,000 | $12.77M | 0.0% | -53.0% | 0.000% | |
2/8/2024 | Kingsview Wealth Management LLC | 12,616 | $349K | 0.0% | N/A | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 22,567 | $624K | 0.0% | N/A | 0.000% | |
2/2/2024 | Acas LLC | 15,039 | $416K | 0.5% | N/A | 0.000% | |
1/25/2024 | Confluence Wealth Services Inc. | 103,831 | $2.87M | 0.3% | N/A | 0.000% | |
1/23/2024 | Venturi Wealth Management LLC | 35,720 | $988K | 0.1% | N/A | 0.000% | |
1/16/2024 | LVW Advisors LLC | 24,637 | $681K | 0.1% | N/A | 0.000% | |
1/10/2024 | Wayfinding Financial LLC | 8,190 | $226K | 0.2% | N/A | 0.000% | |