8/27/2025 | Orion Porfolio Solutions LLC | 8,604 | $439K | 0.0% | -21.2% | 0.237% | |
8/26/2025 | Thrivent Financial for Lutherans | 67,218 | $3.43M | 0.0% | N/A | 1.852% | |
8/19/2025 | Delos Wealth Advisors LLC | 106,692 | $5.45M | 4.2% | -23.3% | 2.939% | |
8/15/2025 | Orion Porfolio Solutions LLC | 8,604 | $439K | 0.0% | -21.2% | 0.237% | |
8/15/2025 | EP Wealth Advisors LLC | 593,842 | $30.32M | 0.2% | -8.1% | 16.359% | |
8/14/2025 | Raymond James Financial Inc. | 633 | $32K | 0.0% | N/A | 0.017% | |
8/14/2025 | Balance Wealth LLC | 52,222 | $2.67M | 1.6% | +53.7% | 1.439% | |
8/13/2025 | Victory Financial Group LLC | 20,669 | $1.06M | 0.2% | +100.7% | 0.569% | |
8/13/2025 | M Holdings Securities Inc. | 13,993 | $714K | 0.1% | +8.8% | 0.385% | |
8/12/2025 | Nemes Rush Group LLC | 8,939 | $456K | 0.0% | N/A | 0.246% | |
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8/11/2025 | Inspire Advisors LLC | 5,339 | $273K | 0.0% | N/A | 0.150% | |
8/5/2025 | BCGM Wealth Management LLC | 93,655 | $4.78M | 1.3% | +7.4% | 2.623% | |
8/4/2025 | JDM Financial Group LLC | 19,312 | $986K | 0.5% | -32.7% | 0.541% | |
7/31/2025 | Guardian Financial Partners LLC | 32,089 | $1.64M | 0.7% | +9.6% | 0.899% | |
7/30/2025 | Blume Capital Management Inc. | 6,750 | $345K | 0.1% | -5.6% | 0.189% | |
7/25/2025 | CWM LLC | 271,213 | $13.85M | 0.0% | +26.6% | 7.597% | |
7/18/2025 | Tanager Wealth Management LLP | 135,349 | $6.91M | 0.8% | +9.2% | 3.834% | |
7/15/2025 | CGN Advisors LLC | 16,286 | $831K | 0.1% | +306.2% | 0.461% | |
7/8/2025 | Gradient Investments LLC | 8,051 | $411K | 0.0% | N/A | 0.232% | |
5/19/2025 | Jane Street Group LLC | 8,501 | $430K | 0.0% | -28.5% | 0.255% | |
5/16/2025 | Integrated Wealth Concepts LLC | 18,206 | $921K | 0.0% | +54.0% | 0.547% | |
5/15/2025 | EP Wealth Advisors LLC | 646,307 | $32.68M | 0.3% | +29.1% | 19.409% | |
5/15/2025 | JDM Financial Group LLC | 28,702 | $1.45M | 0.7% | +20.6% | 0.862% | |
5/14/2025 | M Holdings Securities Inc. | 12,859 | $650K | 0.1% | +2.5% | 0.386% | |
5/13/2025 | Delos Wealth Advisors LLC | 139,094 | $7.03M | 5.6% | +15.7% | 4.177% | |
5/8/2025 | BCGM Wealth Management LLC | 87,170 | $4.41M | 1.4% | +27.9% | 2.618% | |
5/6/2025 | Blume Capital Management Inc. | 7,150 | $362K | 0.1% | -4.0% | 0.215% | |
5/1/2025 | CWM LLC | 214,288 | $10.84M | 0.0% | +1.9% | 6.533% | |
4/24/2025 | Tanager Wealth Management LLP | 123,918 | $6.27M | 0.8% | +12.7% | 3.778% | |
4/23/2025 | Balance Wealth LLC | 33,975 | $1.72M | 1.1% | N/A | 1.036% | |
4/23/2025 | Guardian Financial Partners LLC | 29,278 | $1.48M | 0.7% | -2.9% | 0.893% | |
4/10/2025 | CGN Advisors LLC | 4,009 | $203K | 0.0% | N/A | 0.132% | |
2/18/2025 | JDM Financial Group LLC | 23,790 | $1.20M | 0.6% | -2.6% | 0.820% | |
2/17/2025 | Fullcircle Wealth LLC | 9,600 | $485K | 0.2% | +11.6% | 0.906% | |
2/17/2025 | EP Wealth Advisors LLC | 500,615 | $25.22M | 0.2% | +370.8% | 47.228% | |
2/14/2025 | Jane Street Group LLC | 11,896 | $599K | 0.0% | -26.7% | 1.122% | |
2/14/2025 | Integrated Wealth Concepts LLC | 11,819 | $595K | 0.0% | N/A | 1.115% | |
2/12/2025 | Delos Wealth Advisors LLC | 120,181 | $6.05M | 4.8% | +4,565.4% | 11.338% | |
2/12/2025 | Orion Portfolio Solutions LLC | 9,201 | $463K | 0.0% | -53.9% | 0.868% | |
2/11/2025 | M Holdings Securities Inc. | 632 | $32K | 0.0% | -94.9% | 0.060% | |
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2/10/2025 | Thrivent Financial for Lutherans | 4,917 | $248K | 0.0% | N/A | 0.464% | |
2/10/2025 | Blume Capital Management Inc. | 7,450 | $375K | 0.1% | N/A | 0.703% | |
2/10/2025 | Farther Finance Advisors LLC | 3,500 | $176K | 0.0% | N/A | 0.330% | |
2/6/2025 | One Capital Management LLC | 177,632 | $8.95M | 0.3% | +9.2% | 16.758% | |
2/4/2025 | BCGM Wealth Management LLC | 68,177 | $3.43M | 1.1% | +7.6% | 6.432% | |
1/27/2025 | Tanager Wealth Management LLP | 109,963 | $5.55M | 0.7% | +278.5% | 10.374% | |
1/21/2025 | CFS Investment Advisory Services LLC | 7,849 | $395K | 0.0% | +68.3% | 0.740% | |
1/15/2025 | Guardian Financial Partners LLC | 30,151 | $1.52M | 0.9% | +13.1% | 2.844% | |
11/18/2024 | JDM Financial Group LLC | 24,425 | $1.24M | 0.7% | -2.0% | 2.304% | |
11/15/2024 | Delos Wealth Advisors LLC | 2,576 | $131K | 0.1% | N/A | 0.243% | |
11/15/2024 | Orion Portfolio Solutions LLC | 19,967 | $1.01M | 0.0% | N/A | 1.884% | |
11/15/2024 | EP Wealth Advisors LLC | 106,325 | $5.40M | 0.0% | N/A | 10.031% | |
11/15/2024 | Jane Street Group LLC | 16,239 | $825K | 0.0% | N/A | 1.532% | |
11/12/2024 | M Holdings Securities Inc. | 12,440 | $632K | 0.2% | N/A | 1.174% | |
11/12/2024 | CFS Investment Advisory Services LLC | 4,664 | $237K | 0.0% | N/A | 0.440% | |
11/6/2024 | BCGM Wealth Management LLC | 63,336 | $3.22M | 1.0% | N/A | 5.975% | |
10/29/2024 | Fullcircle Wealth LLC | 8,600 | $435K | 0.2% | N/A | 0.811% | |
10/28/2024 | Catalyst Financial Partners LLC | 12,176 | $618K | 0.1% | N/A | 1.149% | |
10/23/2024 | Tanager Wealth Management LLP | 29,052 | $1.48M | 0.2% | +339.6% | 2.741% | |
10/8/2024 | CWM LLC | 196,562 | $9.98M | 0.0% | N/A | 18.544% | |
8/9/2024 | One Capital Management LLC | 159,428 | $7.99M | 0.3% | N/A | 15.040% | |
7/25/2024 | Tanager Wealth Management LLP | 6,608 | $331K | 0.0% | N/A | 0.623% | |
4/25/2024 | Income Research & Management | 100,000 | $5M | 3.4% | N/A | 9.709% | |