11/26/2024 | Peapack Gladstone Financial Corp | 16,900 | $442K | 0.0% | -12.9% | 0.052% | |
11/25/2024 | Sanctuary Advisors LLC | 20,034 | $484K | 0.0% | N/A | 0.062% | |
11/15/2024 | MML Investors Services LLC | 68,015 | $1.78M | 0.0% | +5.5% | 0.210% | |
11/15/2024 | Jane Street Group LLC | 82,079 | $2.15M | 0.0% | -71.5% | 0.253% | |
11/15/2024 | Stifel Financial Corp | 187,774 | $4.91M | 0.0% | -9.6% | 0.580% | |
11/15/2024 | Integrated Wealth Concepts LLC | 97,095 | $2.54M | 0.0% | -1.0% | 0.300% | |
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11/15/2024 | HighTower Advisors LLC | 47,695 | $1.25M | 0.0% | -31.1% | 0.147% | |
11/14/2024 | Tradition Wealth Management LLC | 11,681 | $306K | 0.0% | +12.2% | 0.036% | |
11/13/2024 | Acorn Wealth Advisors LLC | 33,923 | $888K | 0.4% | +7.9% | 0.105% | |
11/12/2024 | Cahill Financial Advisors Inc. | 56,833 | $1.49M | 0.2% | +8.7% | 0.175% | |
11/7/2024 | CAP Partners LLC | 22,517 | $589K | 0.4% | -41.2% | 0.069% | |
11/6/2024 | Balboa Wealth Partners | 11,492 | $301K | 0.1% | +15.6% | 0.035% | |
11/6/2024 | Summit Asset Management LLC | 841,247 | $22.02M | 4.1% | +1.6% | 2.596% | |
11/6/2024 | D Orazio & Associates Inc. | 10,819 | $283K | 0.0% | -62.9% | 0.033% | |
11/6/2024 | Oppenheimer Asset Management Inc. | 10,824 | $283K | 0.0% | +8.6% | 0.033% | |
11/5/2024 | Souders Financial Advisors | 525,047 | $13.74M | 1.9% | -3.0% | 1.621% | |
11/5/2024 | Aptus Capital Advisors LLC | 8,824 | $231K | 0.0% | -5.9% | 0.027% | |
11/1/2024 | Cowa LLC | 33,963 | $889K | 0.4% | -4.0% | 0.105% | |
10/31/2024 | Hara Capital LLC | 4,370 | $114K | 0.1% | N/A | 0.013% | |
10/31/2024 | Family Asset Management LLC | 24,035 | $629K | 0.4% | -3.2% | 0.074% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 32,916 | $861K | 0.0% | +7.1% | 0.102% | |
10/28/2024 | IRON Financial LLC | 173,521 | $4.54M | 2.5% | +42.1% | 0.536% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 54,221 | $1.42M | 0.0% | +0.9% | 0.167% | |
10/23/2024 | Strategic Investment Solutions Inc. IL | 12,037 | $315K | 0.1% | -8.4% | 0.037% | |
10/23/2024 | Bogart Wealth LLC | 1,450 | $38K | 0.0% | -65.5% | 0.004% | |
10/22/2024 | Greenleaf Trust | 10,210 | $267K | 0.0% | N/A | 0.032% | |
10/22/2024 | FSC Wealth Advisors LLC | 12,504 | $327K | 0.2% | N/A | 0.039% | |
10/21/2024 | Sharkey Howes & Javer | 11,999 | $314K | 0.0% | -9.3% | 0.037% | |
10/18/2024 | Embree Financial Group | 55,903 | $1.46M | 0.3% | +1.4% | 0.173% | |
10/18/2024 | West Oak Capital LLC | 54,323 | $1.42M | 0.3% | -15.1% | 0.168% | |
10/18/2024 | Kohmann Bosshard Financial Services LLC | 309,856 | $8.11M | 1.0% | -4.2% | 0.956% | |
10/11/2024 | Creative Planning | 9,966 | $261K | 0.0% | N/A | 0.031% | |
10/9/2024 | LongView Wealth Management | 139,334 | $3.65M | 1.2% | +25.9% | 0.430% | |
10/9/2024 | Red Mountain Financial LLC | 116,161 | $3.04M | 3.2% | +5.7% | 0.359% | |
10/9/2024 | Charles Schwab Trust Co | 179,533 | $4.70M | 0.4% | +1.2% | 0.554% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 10,321 | $270K | 0.0% | N/A | 0.032% | |
10/7/2024 | Myecfo LLC | 20,672 | $541K | 0.3% | +13.5% | 0.064% | |
10/3/2024 | Park Avenue Securities LLC | 11,564 | $303K | 0.0% | +10.2% | 0.036% | |
9/20/2024 | Anchor Investment Management LLC | 1,957 | $46K | 0.0% | -21.8% | 0.006% | |
8/30/2024 | Strategic Investment Solutions Inc. IL | 13,135 | $328K | 0.1% | N/A | 0.041% | |
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8/28/2024 | Souders Financial Advisors | 541,417 | $12.76M | 1.9% | +3.9% | 1.671% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 107,852 | $2.54M | 0.0% | -2.6% | 0.333% | |
8/16/2024 | Magnolia Capital Advisors LLC | 280,405 | $6.61M | 0.2% | N/A | 0.865% | |
8/16/2024 | Susquehanna International Group LLP | 227,130 | $5.35M | 0.0% | N/A | 0.701% | |
8/12/2024 | ProVise Management Group LLC | 56,043 | $1.32M | 0.1% | -53.1% | 0.173% | |
8/12/2024 | Carolinas Wealth Consulting LLC | 2,217 | $53K | 0.0% | -97.8% | 0.007% | |
8/8/2024 | Envestnet Asset Management Inc. | 312,060 | $7.36M | 0.0% | +3.6% | 0.963% | |
8/8/2024 | Oppenheimer Asset Management Inc. | 9,964 | $235K | 0.0% | N/A | 0.031% | |
8/8/2024 | Parallel Advisors LLC | 15,000 | $354K | 0.0% | N/A | 0.046% | |
8/8/2024 | D Orazio & Associates Inc. | 29,170 | $688K | 0.1% | -4.7% | 0.090% | |
8/7/2024 | Cahill Financial Advisors Inc. | 52,305 | $1.23M | 0.2% | +14.9% | 0.161% | |
8/2/2024 | Vawter Financial Ltd. | 20,493 | $483K | 0.3% | +2.6% | 0.063% | |
8/1/2024 | Embree Financial Group | 55,121 | $1.30M | 0.2% | +0.9% | 0.170% | |
8/1/2024 | Family Asset Management LLC | 24,821 | $585K | 0.4% | +6.0% | 0.077% | |
7/31/2024 | Aptus Capital Advisors LLC | 9,378 | $221K | 0.0% | +5.7% | 0.029% | |
7/31/2024 | Commonwealth Equity Services LLC | 80,191 | $1.89M | 0.0% | +8.6% | 0.248% | |
7/30/2024 | Bryn Mawr Capital Management LLC | 52,664 | $1.24M | 0.1% | -28.6% | 0.163% | |
7/30/2024 | International Assets Investment Management LLC | 1,840 | $43K | 0.0% | N/A | 0.006% | |
7/29/2024 | IRON Financial LLC | 122,096 | $2.88M | 1.6% | +6.6% | 0.377% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 75,031 | $1.77M | 0.0% | -19.4% | 0.232% | |
7/25/2024 | First Merchants Corp | 161,221 | $3.80M | 0.2% | -11.5% | 0.498% | |
7/24/2024 | Spinnaker Investment Group LLC | 38,650 | $911K | 0.3% | -3.0% | 0.119% | |
7/22/2024 | LongView Wealth Management | 110,710 | $2.61M | 1.0% | +22.1% | 0.342% | |
7/19/2024 | CAP Partners LLC | 38,293 | $903K | 0.7% | +5.2% | 0.118% | |
7/17/2024 | Sharkey Howes & Javer | 13,235 | $312K | 0.1% | -25.2% | 0.041% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 37,166 | $876K | 0.0% | +4.9% | 0.115% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 53,752 | $1.27M | 0.0% | -4.7% | 0.166% | |
7/11/2024 | Cambridge Advisors Inc. | 10,050 | $237K | 0.1% | -11.1% | 0.031% | |
7/11/2024 | Kohmann Bosshard Financial Services LLC | 323,358 | $7.62M | 1.0% | -37.2% | 0.998% | |
6/21/2024 | Cape Investment Advisory Inc. | 30,966 | $751K | 0.4% | +16.8% | 0.096% | |
5/16/2024 | Jane Street Group LLC | 615,290 | $14.93M | 0.0% | -49.7% | 1.899% | |
5/16/2024 | Vawter Financial Ltd. | 19,972 | $485K | 0.4% | +58.7% | 0.062% | |
5/16/2024 | Waverly Advisors LLC | 94,840 | $2.30M | 0.1% | +0.8% | 0.293% | |
5/14/2024 | OLD Mission Capital LLC | 306,368 | $7.43M | 0.1% | +302.3% | 0.946% | |
5/9/2024 | ProVise Management Group LLC | 119,545 | $2.90M | 0.3% | -2.8% | 0.369% | |
5/9/2024 | D Orazio & Associates Inc. | 30,613 | $743K | 0.1% | -19.7% | 0.094% | |
5/9/2024 | Souders Financial Advisors | 520,931 | $12.64M | 2.0% | +7.2% | 1.608% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 35,446 | $860K | 0.0% | N/A | 0.109% | |
5/3/2024 | Embree Financial Group | 54,632 | $1.33M | 0.3% | +1.8% | 0.169% | |
5/3/2024 | Avidian Wealth Solutions LLC | 29,106 | $706K | 0.0% | +7.6% | 0.090% | |
5/2/2024 | Mutual Advisors LLC | 64,503 | $1.57M | 0.1% | +8.3% | 0.199% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 73,755 | $1.79M | 0.1% | -16.7% | 0.228% | |
4/30/2024 | Concord Wealth Partners | 2,249 | $55K | 0.0% | N/A | 0.007% | |
4/29/2024 | Commonwealth Equity Services LLC | 73,843 | $1.79M | 0.0% | +9.9% | 0.228% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 93,093 | $2.26M | 0.0% | -2.4% | 0.287% | |
4/23/2024 | IRON Financial LLC | 114,507 | $2.78M | 1.5% | +17.4% | 0.353% | |
4/23/2024 | Hamel Associates Inc. | 30,000 | $728K | 0.2% | +87.5% | 0.093% | |
4/23/2024 | Canvas Wealth Advisors LLC | 10,355 | $241K | 0.1% | N/A | 0.032% | |
4/23/2024 | Principle Wealth Partners LLC | 349,986 | $8.49M | 0.7% | -3.2% | 1.080% | |
4/18/2024 | West Oak Capital LLC | 64,218 | $1.56M | 0.7% | +2.9% | 0.198% | |
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4/18/2024 | CAP Partners LLC | 36,395 | $883K | 0.8% | +2.1% | 0.112% | |
4/16/2024 | Cambridge Advisors Inc. | 11,300 | $274K | 0.1% | -48.6% | 0.035% | |
4/16/2024 | LongView Wealth Management | 90,661 | $2.20M | 0.9% | +40.9% | 0.280% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 56,426 | $1.37M | 0.0% | -2.0% | 0.174% | |
4/12/2024 | Charles Schwab Trust Co | 179,787 | $4.36M | 0.4% | -42.6% | 0.555% | |
4/10/2024 | Park Avenue Securities LLC | 9,369 | $227K | 0.0% | N/A | 0.030% | |
4/10/2024 | Bruce G. Allen Investments LLC | 4,714 | $114K | 0.1% | -38.3% | 0.015% | |
3/11/2024 | Red Mountain Financial LLC | 98,056 | $2.41M | 3.7% | N/A | 0.310% | |
2/29/2024 | Scarborough Advisors LLC | 1,659 | $41K | 0.0% | N/A | 0.005% | |
2/14/2024 | Cresset Asset Management LLC | 1,677,467 | $41.25M | 0.2% | +5.4% | 5.308% | |