2/17/2025 | Ameriprise Financial Inc. | 33,926 | $1.32M | 0.0% | N/A | 0.975% | |
2/12/2025 | OLD Mission Capital LLC | 29,531 | $1.15M | 0.0% | N/A | 0.849% | |
5/24/2024 | Cetera Advisors LLC | 48,819 | $1.81M | 0.0% | -42.5% | 1.403% | |
5/24/2024 | Cetera Investment Advisers | 124,711 | $4.62M | 0.0% | +103.3% | 3.584% | |
5/10/2024 | Osaic Holdings Inc. | 209,023 | $7.74M | 0.0% | -6.3% | 6.006% | |
5/2/2024 | Lincoln National Corp | 111,057 | $4.11M | 0.1% | -0.4% | 3.191% | |
5/1/2024 | Janney Montgomery Scott LLC | 5,600 | $207K | 0.0% | -21.1% | 0.161% | |
5/1/2024 | Grant Street Asset Management Inc. | 8,990 | $333K | 0.1% | -23.0% | 0.258% | |
4/29/2024 | Commonwealth Equity Services LLC | 571,768 | $21.18M | 0.0% | -2.6% | 15.971% | |
4/22/2024 | Echo Wealth Management LLC | 6,284 | $233K | 0.2% | -54.1% | 0.176% | |
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4/16/2024 | Cambridge Advisors Inc. | 17,970 | $666K | 0.2% | -2.7% | 0.502% | |
2/9/2024 | Advisory Services Network LLC | 6,146 | $221K | 0.0% | N/A | 0.217% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 42,259 | $1.52M | 0.0% | +48.3% | 1.493% | |
2/9/2024 | CreativeOne Wealth LLC | 8,213 | $295K | 0.0% | N/A | 0.290% | |
2/8/2024 | First Heartland Consultants Inc. | 46,013 | $1.65M | 0.2% | -0.7% | 1.626% | |
2/7/2024 | Integrity Financial Corp WA | 10,054 | $361K | 0.3% | -16.1% | 0.355% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 7,446 | $267K | 0.0% | +21.3% | 0.263% | |
2/7/2024 | Arlington Capital Management Inc. | 5,795 | $208K | 0.2% | N/A | 0.205% | |
2/6/2024 | Lincoln National Corp | 111,557 | $4.00M | 0.1% | +1.2% | 3.942% | |
2/6/2024 | Commonwealth Equity Services LLC | 586,754 | $21.06M | 0.0% | +22.2% | 20.733% | |
2/5/2024 | Kestra Private Wealth Services LLC | 11,192 | $402K | 0.0% | -17.1% | 0.395% | |
2/5/2024 | Silver Oak Securities Incorporated | 7,639 | $274K | 0.0% | N/A | 0.270% | |
2/1/2024 | Millington Financial Advisors LLC | 98,685 | $3.54M | 2.8% | N/A | 3.487% | |
1/29/2024 | PFS Partners LLC | 3,412 | $122K | 0.1% | +84.4% | 0.121% | |
1/25/2024 | Grant Street Asset Management Inc. | 11,675 | $419K | 0.1% | -7.2% | 0.413% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 2,400 | $86K | 0.0% | N/A | 0.085% | |
1/23/2024 | Crown Wealth Group LLC | 10,900 | $391K | 0.2% | -5.2% | 0.385% | |
1/17/2024 | Echo Wealth Management LLC | 13,689 | $491K | 0.5% | -2.1% | 0.484% | |
1/12/2024 | Mutual Advisors LLC | 25,570 | $918K | 0.0% | +31.7% | 0.904% | |
1/12/2024 | Kraematon Investment Advisors Inc. | 61,100 | $2.19M | 2.4% | N/A | 2.159% | |
1/11/2024 | LexAurum Advisors LLC | 11,106 | $399K | 0.1% | N/A | 0.392% | |
1/11/2024 | Diligent Investors LLC | 20,481 | $735K | 0.2% | +28.2% | 0.724% | |
1/5/2024 | WealthPlan Investment Management LLC | 50,688 | $1.82M | 0.3% | -46.5% | 1.791% | |
12/6/2023 | Grant Street Asset Management Inc. | 12,577 | $426K | 0.2% | -7.8% | 0.444% | |
12/1/2023 | PFS Partners LLC | 1,850 | $63K | 0.1% | N/A | 0.065% | |
11/15/2023 | WealthPlan Investment Management LLC | 94,701 | $3.21M | 0.4% | -48.4% | 3.346% | |
11/14/2023 | Mutual Advisors LLC | 19,419 | $658K | 0.0% | +4.2% | 0.686% | |
11/13/2023 | Bison Wealth LLC | 9,264 | $314K | 0.1% | N/A | 0.327% | |
11/13/2023 | Envestnet Asset Management Inc. | 129,400 | $4.39M | 0.0% | +0.8% | 4.572% | |
11/13/2023 | Wealthsource Partners LLC | 13,124 | $445K | 0.0% | +4.8% | 0.464% | |
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11/13/2023 | Kestra Advisory Services LLC | 84,515 | $2.87M | 0.0% | +9.0% | 2.986% | |
11/9/2023 | First Heartland Consultants Inc. | 46,331 | $1.57M | 0.2% | -75.1% | 1.637% | |
11/8/2023 | Janney Montgomery Scott LLC | 6,600 | $224K | 0.0% | N/A | 0.233% | |
11/8/2023 | Atria Wealth Solutions Inc. | 6,252 | $212K | 0.0% | -82.3% | 0.221% | |
11/8/2023 | Kestra Private Wealth Services LLC | 13,497 | $458K | 0.0% | -96.5% | 0.477% | |
11/7/2023 | Cape Investment Advisory Inc. | 4,558 | $155K | 0.1% | +60.9% | 0.161% | |
11/6/2023 | Lincoln National Corp | 110,214 | $3.74M | 0.1% | -9.2% | 3.894% | |
11/6/2023 | Diligent Investors LLC | 15,981 | $542K | 0.2% | N/A | 0.565% | |
11/2/2023 | WealthPlan Investment Management LLC | 61,472 | $2.08M | 0.2% | -66.5% | 2.172% | |
10/25/2023 | Crown Wealth Group LLC | 11,500 | $390K | 0.3% | N/A | 0.406% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 28,493 | $966K | 0.0% | +64.3% | 1.007% | |
10/23/2023 | Commonwealth Equity Services LLC | 480,315 | $16.29M | 0.0% | +120.4% | 16.972% | |
10/20/2023 | Echo Wealth Management LLC | 13,986 | $474K | 0.5% | -3.6% | 0.494% | |
10/18/2023 | Cambridge Advisors Inc. | 18,455 | $626K | 0.2% | +180.3% | 0.652% | |
10/12/2023 | IFP Advisors Inc | 2,231 | $76K | 0.0% | -97.8% | 0.079% | |
10/11/2023 | AE Wealth Management LLC | 26,082 | $884K | 0.0% | -1.8% | 0.922% | |
8/15/2023 | Grant Street Asset Management Inc. | 13,643 | $462K | 0.2% | -12.4% | 0.482% | |
8/11/2023 | Kestra Advisory Services LLC | 77,503 | $2.63M | 0.0% | +8.6% | 2.739% | |
8/10/2023 | Osaic Holdings Inc. | 335,261 | $11.37M | 0.0% | +28.6% | 11.847% | |
8/10/2023 | Commonwealth Equity Services LLC | 217,887 | $7.39M | 0.0% | -49.6% | 7.699% | |
8/10/2023 | Cetera Investment Advisers | 69,209 | $2.35M | 0.0% | -14.5% | 2.446% | |
8/8/2023 | Kestra Private Wealth Services LLC | 381,116 | $12.92M | 0.4% | -1.9% | 13.467% | |
8/4/2023 | Envestnet Asset Management Inc. | 128,404 | $4.35M | 0.0% | -38.6% | 4.537% | |
8/3/2023 | Atria Wealth Solutions Inc. | 35,251 | $1.20M | 0.0% | +246.4% | 1.246% | |
7/31/2023 | Echo Wealth Management LLC | 14,514 | $494K | 0.5% | +4.0% | 0.292% | |
7/31/2023 | Mutual Advisors LLC | 18,629 | $632K | 0.0% | -15.8% | 0.375% | |
7/31/2023 | WealthPLAN Partners LLC | 23,418 | $794K | 0.1% | -64.4% | 0.471% | |
7/26/2023 | First Heartland Consultants Inc. | 186,312 | $6.32M | 0.8% | -64.3% | 3.749% | |
7/25/2023 | WealthPlan Investment Management LLC | 183,460 | $871K | 0.2% | +86.3% | 3.691% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 17,343 | $588K | 0.0% | -62.3% | 0.349% | |
7/6/2023 | HBW Advisory Services LLC | 21,439 | $727K | 0.2% | -71.0% | 0.431% | |
6/14/2023 | Atria Wealth Solutions Inc. | 10,177 | $330K | 0.0% | N/A | 0.187% | |
5/16/2023 | Grant Street Asset Management Inc. | 15,581 | $505K | 0.2% | -25.2% | 0.287% | |
5/12/2023 | OLD Mission Capital LLC | 200,127 | $6.49M | 0.1% | N/A | 3.686% | |
5/12/2023 | HighTower Advisors LLC | 412,336 | $13.37M | 0.0% | -0.2% | 7.594% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 45,993 | $1.49M | 0.0% | +43.5% | 0.847% | |
5/11/2023 | Commonwealth Equity Services LLC | 432,616 | $14.03M | 0.0% | -22.7% | 7.967% | |
5/10/2023 | Atria Investments Inc | 163,733 | $5.31M | 0.1% | -0.5% | 3.015% | |
5/10/2023 | WealthPLAN Partners LLC | 65,847 | $2.14M | 0.2% | -57.4% | 1.213% | |
5/8/2023 | WealthPlan Investment Management LLC | 98,487 | $3.19M | 0.5% | -36.3% | 1.814% | |
5/2/2023 | Lincoln National Corp | 121,405 | $3.94M | 0.1% | +1.4% | 2.236% | |
4/28/2023 | Avantax Advisory Services Inc. | 13,427 | $435K | 0.0% | -21.7% | 0.247% | |
4/28/2023 | Echo Wealth Management LLC | 13,958 | $453K | 0.5% | -2.3% | 0.257% | |
4/25/2023 | Advisor Resource Council | 33,808 | $1.10M | 0.3% | +21.6% | 0.623% | |
4/18/2023 | IFP Advisors Inc | 100,366 | $3.02M | 0.1% | -18.6% | 1.581% | |
4/14/2023 | AE Wealth Management LLC | 26,733 | $867K | 0.0% | -11.8% | 0.421% | |
4/11/2023 | Mutual Advisors LLC | 22,129 | $717K | 0.0% | -5.5% | 0.348% | |
4/11/2023 | LexAurum Advisors LLC | 88,990 | $2.89M | 1.0% | +3.1% | 1.401% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 60,143 | $1.86M | 0.0% | N/A | 0.000% | |
2/21/2023 | B. Riley Wealth Advisors Inc. | 60,143 | $1.86M | 0.0% | N/A | 0.000% | |
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2/14/2023 | Grant Street Asset Management Inc. | 20,834 | $644K | 0.3% | N/A | 0.000% | |
2/10/2023 | Advisor Group Holdings Inc. | 423,732 | $13.10M | 0.0% | N/A | 0.000% | |
2/10/2023 | Arlington Capital Management Inc. | 9,957 | $308K | 0.3% | N/A | 0.000% | |
2/10/2023 | Wealthsource Partners LLC | 65,555 | $2.03M | 0.1% | -4.5% | 0.000% | |
2/9/2023 | HBK Sorce Advisory LLC | 13,462 | $416K | 0.0% | N/A | 0.000% | |
2/9/2023 | HighTower Advisors LLC | 413,306 | $12.79M | 0.0% | N/A | 0.000% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 32,060 | $991K | 0.0% | N/A | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 559,356 | $17.30M | 0.0% | +449.8% | 0.000% | |
2/7/2023 | IFP Advisors Inc | 123,319 | $3.71M | 0.1% | N/A | 0.000% | |
2/7/2023 | Envestnet Asset Management Inc. | 257,584 | $7.96M | 0.0% | N/A | 0.000% | |