4/29/2025 | Envestnet Asset Management Inc. | 4,449 | $1.01M | 0.0% | -7.6% | 0.428% | |
4/24/2025 | Money Concepts Capital Corp | 3,563 | $804K | 0.1% | -6.8% | 0.343% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 2,068 | $467K | 0.0% | -7.0% | 0.201% | |
4/22/2025 | Bright Futures Wealth Management LLC. | 2,047 | $443K | 0.5% | -6.8% | 0.199% | |
4/22/2025 | PFG Investments LLC | 1,063 | $240K | 0.0% | -10.1% | 0.103% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 2,550 | $569K | 0.1% | +3.0% | 0.248% | |
4/21/2025 | JBR Co Financial Management Inc | 7,622 | $1.72M | 1.0% | +8.2% | 0.740% | |
4/17/2025 | Keystone Wealth Services LLC | 4,001 | $903K | 0.2% | -16.3% | 0.392% | |
4/15/2025 | CX Institutional | 1,599 | $361K | 0.0% | N/A | 0.157% | |
4/14/2025 | Park Avenue Securities LLC | 6,851 | $1.55M | 0.0% | +2.2% | 0.672% | |
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4/9/2025 | NBC Securities Inc. | 505 | $114K | 0.0% | N/A | 0.049% | |
4/8/2025 | Investors Research Corp | 2,243 | $506K | 0.1% | -33.3% | 0.218% | |
2/17/2025 | WBI Investments LLC | 3,030 | $679K | 0.2% | -8.7% | 0.306% | |
2/17/2025 | Investor s Fiduciary Advisor Network LLC | 910 | $204K | 0.1% | N/A | 0.092% | |
2/17/2025 | Cetera Investment Advisers | 17,145 | $3.84M | 0.0% | +13.1% | 1.732% | |
2/17/2025 | Bank of America Corp DE | 40,508 | $9.08M | 0.0% | +4.5% | 4.092% | |
2/14/2025 | Tower Research Capital LLC TRC | 540 | $121K | 0.0% | -25.1% | 0.055% | |
2/13/2025 | Raymond James Financial Inc. | 1,419 | $318K | 0.0% | N/A | 0.143% | |
2/13/2025 | Envestnet Asset Management Inc. | 4,816 | $1.08M | 0.0% | +3.0% | 0.486% | |
2/12/2025 | OLD Mission Capital LLC | 5,241 | $1.18M | 0.0% | +302.8% | 0.529% | |
2/11/2025 | Modern Wealth Management LLC | 7,552 | $1.82M | 0.1% | N/A | 0.763% | |
2/11/2025 | LPL Financial LLC | 48,590 | $10.89M | 0.0% | +11.8% | 4.908% | |
2/11/2025 | Comprehensive Wealth Management LLC | 5,126 | $1.15M | 0.9% | +4.3% | 0.518% | |
2/7/2025 | HighTower Advisors LLC | 913 | $205K | 0.0% | -35.3% | 0.092% | |
2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 2,475 | $555K | 0.1% | N/A | 0.250% | |
2/6/2025 | Raymond James Financial Inc. | 1,419 | $318K | 0.0% | N/A | 0.143% | |
2/6/2025 | Financial Services Advisory Inc | 3,851 | $863K | 0.2% | N/A | 0.389% | |
2/6/2025 | Keystone Wealth Services LLC | 4,783 | $1.07M | 0.3% | +39.1% | 0.483% | |
2/6/2025 | Jones Financial Companies Lllp | 416 | $93K | 0.0% | +18.9% | 0.042% | |
2/4/2025 | JBR Co Financial Management Inc | 7,047 | $1.58M | 1.0% | +90.4% | 0.712% | |
2/3/2025 | Private Advisor Group LLC | 1,509 | $338K | 0.0% | -13.3% | 0.152% | |
1/31/2025 | Valley Wealth Managers Inc. | 319 | $72K | 0.0% | N/A | 0.032% | |
1/31/2025 | Truist Financial Corp | 932 | $209K | 0.0% | N/A | 0.094% | |
1/30/2025 | Bright Futures Wealth Management LLC. | 2,197 | $526K | 0.5% | -3.7% | 0.222% | |
1/28/2025 | Kestra Private Wealth Services LLC | 2,729 | $612K | 0.0% | +21.6% | 0.276% | |
1/27/2025 | Money Concepts Capital Corp | 3,824 | $857K | 0.1% | -3.4% | 0.386% | |
1/24/2025 | Princeton Global Asset Management LLC | 353 | $79K | 0.0% | N/A | 0.036% | |
1/24/2025 | Q3 Asset Management | 1,655 | $371K | 0.2% | N/A | 0.167% | |
1/23/2025 | Great Diamond Partners LLC | 8,831 | $1.98M | 0.5% | +0.6% | 0.892% | |
1/22/2025 | PFG Investments LLC | 1,182 | $265K | 0.0% | -13.1% | 0.119% | |
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1/15/2025 | Householder Group Estate & Retirement Specialist LLC | 752 | $168K | 0.1% | -61.3% | 0.077% | |
1/14/2025 | Park Avenue Securities LLC | 6,702 | $1.50M | 0.0% | N/A | 0.684% | |
11/15/2024 | MML Investors Services LLC | 1,557 | $340K | 0.0% | +18.8% | 0.153% | |
11/13/2024 | BNP Paribas Financial Markets | 50,846 | $11.09M | 0.0% | -0.3% | 4.985% | |
11/13/2024 | FMR LLC | 1,128 | $246K | 0.0% | +19.9% | 0.111% | |
11/6/2024 | Comprehensive Wealth Management LLC | 4,914 | $1.07M | 0.7% | +6.0% | 0.482% | |
11/5/2024 | GSA Capital Partners LLP | 1,248 | $272K | 0.0% | -37.1% | 0.122% | |
11/5/2024 | Harbour Investments Inc. | 971 | $212K | 0.0% | -41.2% | 0.095% | |
10/25/2024 | Great Diamond Partners LLC | 8,778 | $1.92M | 0.5% | N/A | 0.861% | |
10/24/2024 | PFG Investments LLC | 1,360 | $297K | 0.0% | N/A | 0.133% | |
10/15/2024 | Keystone Wealth Services LLC | 3,438 | $750K | 0.2% | N/A | 0.337% | |
10/11/2024 | CX Institutional | 1,728 | $377K | 0.0% | N/A | 0.169% | |
10/10/2024 | JBR Co Financial Management Inc | 3,702 | $808K | 0.5% | +5.9% | 0.363% | |
8/22/2024 | Cetera Investment Advisers | 15,107 | $3.11M | 0.0% | +7.0% | 1.481% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 3,303 | $680K | 0.0% | +10.7% | 0.324% | |
8/13/2024 | AE Wealth Management LLC | 1,389 | $286K | 0.0% | +17.8% | 0.136% | |
7/30/2024 | WBI Investments LLC | 2,791 | $574K | 0.1% | +30.3% | 0.274% | |
7/26/2024 | Harbour Investments Inc. | 1,650 | $339K | 0.0% | -3.3% | 0.162% | |
7/23/2024 | WESPAC Advisors SoCal LLC | 2,087 | $429K | 0.1% | -11.8% | 0.205% | |
7/16/2024 | JBR Co Financial Management Inc | 3,496 | $719K | 0.5% | +11.6% | 0.343% | |
6/28/2024 | Bright Futures Wealth Management LLC. | 2,135 | $441K | 0.2% | N/A | 0.209% | |
5/24/2024 | Cetera Investment Advisers | 14,116 | $2.98M | 0.0% | N/A | 1.384% | |
5/9/2024 | JBR Co Financial Management Inc | 3,132 | $661K | 0.5% | -7.7% | 0.307% | |
5/4/2024 | WBI Investments LLC | 2,142 | $452K | 0.1% | N/A | 0.210% | |
5/3/2024 | GSA Capital Partners LLP | 3,162 | $667K | 0.1% | -31.1% | 0.310% | |
5/2/2024 | Comprehensive Wealth Management LLC | 2,441 | $515K | 0.4% | -2.9% | 0.239% | |
5/1/2024 | Private Advisor Group LLC | 1,768 | $373K | 0.0% | +15.4% | 0.173% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 10,848 | $2.29M | 0.0% | N/A | 1.064% | |
4/18/2024 | WESPAC Advisors SoCal LLC | 2,365 | $499K | 0.1% | N/A | 0.232% | |
2/9/2024 | Advisory Services Network LLC | 7,393 | $1.39M | 0.0% | +5.9% | 0.804% | |
2/7/2024 | BNP Paribas Financial Markets | 50,795 | $9.56M | 0.0% | +1.2% | 5.521% | |
2/7/2024 | Principal Securities Inc. | 459 | $86K | 0.0% | N/A | 0.050% | |
2/5/2024 | Kestra Private Wealth Services LLC | 3,378 | $636K | 0.0% | -9.4% | 0.367% | |
1/30/2024 | Investors Research Corp | 3,138 | $591K | 0.1% | +6.3% | 0.341% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 3,954 | $744K | 0.2% | +121.6% | 0.430% | |
1/16/2024 | Raymond James & Associates | 2,849 | $536K | 0.0% | N/A | 0.327% | |
1/12/2024 | Comprehensive Wealth Management LLC | 2,514 | $473K | 0.4% | -5.9% | 0.289% | |
11/16/2023 | Harbour Investments Inc. | 2,071 | $348K | 0.0% | -9.4% | 0.214% | |
11/15/2023 | GSA Capital Partners LLP | 4,647 | $780K | 0.1% | +48.3% | 0.479% | |
11/14/2023 | Tower Research Capital LLC TRC | 2,622 | $440K | 0.0% | +202.1% | 0.270% | |
11/13/2023 | LPL Financial LLC | 26,292 | $4.41M | 0.0% | +12.9% | 2.711% | |
11/13/2023 | Glenview Trust co | 4,545 | $763K | 0.0% | N/A | 0.469% | |
11/4/2023 | NBC Securities Inc. | 505 | $84K | 0.0% | N/A | 0.052% | |
11/1/2023 | Money Concepts Capital Corp | 3,109 | $522K | 0.1% | +2.4% | 0.338% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 3,758 | $631K | 0.0% | +99.2% | 0.408% | |
10/11/2023 | AE Wealth Management LLC | 10,864 | $1.82M | 0.0% | +1.0% | 1.181% | |
10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 1,784 | $299K | 0.1% | N/A | 0.194% | |
8/14/2023 | Union Savings Bank | 200 | $36K | 0.0% | N/A | 0.023% | |
8/14/2023 | Investors Research Corp | 2,900 | $507K | 0.1% | +2.6% | 0.333% | |
8/10/2023 | Private Advisor Group LLC | 1,507 | $263K | 0.0% | N/A | 0.173% | |
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8/10/2023 | Cetera Advisor Networks LLC | 14,904 | $2.60M | 0.0% | +138.4% | 1.713% | |
8/8/2023 | Kestra Private Wealth Services LLC | 3,771 | $659K | 0.0% | -2.7% | 0.433% | |
8/3/2023 | Atria Wealth Solutions Inc. | 1,661 | $290K | 0.0% | +20.0% | 0.191% | |
8/1/2023 | Money Concepts Capital Corp | 3,037 | $530K | 0.1% | -94.8% | 0.349% | |
7/31/2023 | LPL Financial LLC | 23,294 | $4.07M | 0.0% | -3.5% | 2.677% | |
7/26/2023 | Janney Montgomery Scott LLC | 1,215 | $212K | 0.0% | N/A | 0.140% | |
7/25/2023 | Raymond James & Associates | 1,169 | $204K | 0.0% | N/A | 0.134% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 1,887 | $330K | 0.0% | -88.1% | 0.217% | |
7/10/2023 | AE Wealth Management LLC | 10,753 | $1.88M | 0.0% | -44.2% | 1.236% | |
5/11/2023 | Investors Research Corp | 2,826 | $462K | 0.1% | +3.6% | 0.307% | |