4/24/2025 | Confluence Wealth Services Inc. | 357,297 | $8.96M | 0.6% | +7.9% | 3.737% | |
4/23/2025 | Western Wealth Management LLC | 20,071 | $505K | 0.0% | +51.9% | 0.210% | |
4/23/2025 | Johnson Bixby & Associates LLC | 451,120 | $11.35M | 1.7% | +76.4% | 4.719% | |
4/23/2025 | EQ Wealth Advisors LLC | 20,749 | $522K | 0.4% | +71.2% | 0.217% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 81,137 | $2.04M | 0.0% | +43.3% | 0.849% | |
4/21/2025 | LongView Wealth Management | 22,347 | $562K | 0.2% | +20.7% | 0.234% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 21,861 | $550K | 0.0% | N/A | 0.229% | |
4/17/2025 | Janney Montgomery Scott LLC | 59,813 | $1.51M | 0.0% | +8.1% | 0.626% | |
4/17/2025 | Cornell Pochily Investment Advisors Inc. | 19,208 | $483K | 0.2% | +90.5% | 0.201% | |
4/16/2025 | CRA Financial Services LLC | 73,811 | $1.86M | 0.3% | +54.5% | 0.772% | |
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4/16/2025 | Wealth Enhancement Advisory Services LLC | 26,585 | $669K | 0.0% | -13.8% | 0.278% | |
4/14/2025 | NavPoint Financial Inc. | 20,297 | $511K | 0.4% | N/A | 0.212% | |
4/11/2025 | Pines Wealth Management LLC | 14,798 | $372K | 0.2% | -20.4% | 0.155% | |
4/11/2025 | McNamara Financial Services Inc. | 42,152 | $1.06M | 0.2% | +361.2% | 0.441% | |
4/11/2025 | Stablepoint Partners LLC | 37,490 | $943K | 0.2% | N/A | 0.392% | |
4/9/2025 | Merit Financial Group LLC | 15,856 | $399K | 0.0% | N/A | 0.193% | |
4/8/2025 | Lantz Financial LLC | 59,322 | $1.49M | 0.4% | +22.8% | 0.723% | |
4/8/2025 | Rothschild Investment LLC | 1,000 | $25K | 0.0% | N/A | 0.012% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 30,855 | $764K | 0.0% | +238.0% | 0.000% | |
2/17/2025 | Quadcap Wealth Management LLC | 108,454 | $2.69M | 0.4% | +24.7% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 18,636 | $462K | 0.0% | N/A | 0.000% | |
2/17/2025 | Captrust Financial Advisors | 342,810 | $8.49M | 0.0% | +28.3% | 0.000% | |
2/17/2025 | Baird Financial Group Inc. | 11,006 | $273K | 0.0% | N/A | 0.000% | |
2/17/2025 | Benjamin Edwards Inc. | 73,535 | $1.82M | 0.0% | +169.0% | 0.000% | |
2/14/2025 | Jane Street Group LLC | 120,000 | $2.97M | 0.0% | -35.3% | 0.000% | |
2/14/2025 | Comerica Bank | 3,323 | $82K | 0.0% | N/A | 0.000% | |
2/14/2025 | Capital Analysts LLC | 1,518 | $38K | 0.0% | N/A | 0.000% | |
2/14/2025 | Capital Group Private Client Services Inc. | 545,114 | $13.50M | 0.1% | +95.8% | 0.000% | |
2/14/2025 | Capital International Investors | 664,000 | $16.45M | 0.0% | -13.1% | 0.000% | |
2/13/2025 | Mariner LLC | 15,520 | $384K | 0.0% | N/A | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 21,415 | $530K | 0.0% | N/A | 0.000% | |
2/13/2025 | Peapack Gladstone Financial Corp | 11,870 | $294K | 0.0% | N/A | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 56,223 | $1.39M | 0.0% | +599.6% | 0.000% | |
2/13/2025 | Perennial Investment Advisors LLC | 32,921 | $816K | 0.1% | N/A | 0.000% | |
2/12/2025 | Mendel Money Management | 42,711 | $1.06M | 0.5% | -7.1% | 0.000% | |
2/11/2025 | LPL Financial LLC | 38,318 | $949K | 0.0% | N/A | 0.000% | |
2/11/2025 | Virtu Financial LLC | 13,492 | $334K | 0.0% | +41.9% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 38,888 | $963K | 0.0% | +190.3% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 21,415 | $530K | 0.0% | N/A | 0.000% | |
2/6/2025 | Souders Financial Advisors | 159,627 | $3.95M | 0.6% | N/A | 0.000% | |
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2/6/2025 | Steward Partners Investment Advisory LLC | 1,527 | $38K | 0.0% | N/A | 0.000% | |
2/5/2025 | A&I Financial Services LLC | 19,914 | $493K | 0.5% | N/A | 0.000% | |
2/5/2025 | Armstrong Fleming & Moore Inc | 9,134 | $226K | 0.1% | N/A | 0.000% | |
2/4/2025 | Acorn Wealth Advisors LLC | 12,522 | $310K | 0.1% | N/A | 0.000% | |
2/4/2025 | Transcendent Capital Group LLC | 1,437 | $36K | 0.0% | N/A | 0.000% | |
2/3/2025 | Private Advisor Group LLC | 38,544 | $955K | 0.0% | N/A | 0.000% | |
1/31/2025 | Sanctuary Advisors LLC | 17,480 | $449K | 0.0% | +104.2% | 0.000% | |
1/30/2025 | Lodestone Wealth Management LLC | 9,706 | $240K | 0.1% | +4.8% | 0.000% | |
1/30/2025 | Nations Financial Group Inc. IA ADV | 68,017 | $1.69M | 0.1% | N/A | 0.000% | |
1/28/2025 | Moloney Securities Asset Management LLC | 46,150 | $1.14M | 0.2% | N/A | 0.000% | |
1/28/2025 | Kingsview Wealth Management LLC | 16,278 | $403K | 0.0% | +4.6% | 0.000% | |
1/27/2025 | Bleakley Financial Group LLC | 61,548 | $1.53M | 0.0% | N/A | 0.000% | |
1/27/2025 | Confluence Wealth Services Inc. | 331,258 | $8.49M | 0.6% | +37.7% | 0.000% | |
1/24/2025 | EQ Wealth Advisors LLC | 12,123 | $300K | 0.3% | N/A | 0.000% | |
1/24/2025 | McNamara Financial Services Inc. | 9,140 | $226K | 0.1% | N/A | 0.000% | |
1/22/2025 | Main Line Retirement Advisors LLC | 11,200 | $277K | 0.2% | N/A | 0.000% | |
1/22/2025 | Cornell Pochily Investment Advisors Inc. | 10,081 | $250K | 0.1% | N/A | 0.000% | |
1/21/2025 | Lantz Financial LLC | 48,301 | $1.20M | 0.3% | +52.9% | 0.000% | |
1/21/2025 | Johnson Bixby & Associates LLC | 255,704 | $6.33M | 1.0% | +15.8% | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 55,324 | $1.37M | 0.0% | +23.1% | 0.000% | |
1/15/2025 | LongView Wealth Management | 18,518 | $459K | 0.1% | N/A | 0.000% | |
1/14/2025 | Pines Wealth Management LLC | 18,592 | $457K | 0.2% | N/A | 0.000% | |
1/13/2025 | Claro Advisors LLC | 13,669 | $339K | 0.0% | N/A | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 8,559 | $215K | 0.0% | N/A | 0.000% | |
11/20/2024 | Virtu Financial LLC | 9,506 | $252K | 0.0% | -23.4% | 0.000% | |
11/15/2024 | MML Investors Services LLC | 8,129 | $215K | 0.0% | N/A | 0.000% | |
11/15/2024 | Jane Street Group LLC | 185,558 | $4.91M | 0.0% | N/A | 0.000% | |
11/15/2024 | Stifel Financial Corp | 55,213 | $1.46M | 0.0% | N/A | 0.000% | |
11/15/2024 | Benjamin Edwards Inc. | 27,339 | $724K | 0.0% | N/A | 0.000% | |
11/14/2024 | Captrust Financial Advisors | 267,261 | $7.08M | 0.0% | N/A | 0.000% | |
11/12/2024 | Kingsview Wealth Management LLC | 15,568 | $412K | 0.0% | N/A | 0.000% | |
10/29/2024 | Lodestone Wealth Management LLC | 9,261 | $245K | 0.1% | N/A | 0.000% | |
10/29/2024 | Confluence Wealth Services Inc. | 240,566 | $6.37M | 0.5% | N/A | 0.000% | |
10/29/2024 | Janney Montgomery Scott LLC | 44,957 | $1.19M | 0.0% | N/A | 0.000% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 9,130 | $242K | 0.0% | N/A | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 19,569 | $5.18M | 0.0% | N/A | 0.000% | |
10/10/2024 | Johnson Bixby & Associates LLC | 220,872 | $5.85M | 0.9% | N/A | 0.000% | |