8/8/2025 | Cetera Investment Advisers | 8,310 | $409K | 0.0% | -81.7% | 0.519% | |
8/1/2025 | Envestnet Asset Management Inc. | 109,431 | $5.39M | 0.0% | +44.4% | 6.839% | |
7/28/2025 | Harbour Investments Inc. | 15,866 | $782K | 0.0% | +228.5% | 0.992% | |
7/22/2025 | DAVENPORT & Co LLC | 15,575 | $767K | 0.0% | -30.5% | 0.973% | |
7/21/2025 | New Century Financial Group LLC | 17,285 | $851K | 1.0% | N/A | 1.080% | |
7/21/2025 | Ameritas Advisory Services LLC | 550 | $27K | 0.0% | N/A | 0.034% | |
6/2/2025 | Modern Wealth Management LLC | 159,125 | $6.99M | 0.2% | +0.9% | 9.945% | |
5/22/2025 | WBI Investments LLC | 19,190 | $843K | 0.2% | N/A | 1.199% | |
5/14/2025 | CreativeOne Wealth LLC | 12,433 | $546K | 0.0% | -2.0% | 0.754% | |
5/13/2025 | HighTower Advisors LLC | 15,729 | $691K | 0.0% | +8.4% | 0.953% | |
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5/12/2025 | Savvy Advisors Inc. | 8,567 | $376K | 0.0% | N/A | 0.519% | |
5/8/2025 | Harbour Investments Inc. | 4,830 | $212K | 0.0% | +144.6% | 0.293% | |
5/7/2025 | LPL Financial LLC | 152,878 | $6.72M | 0.0% | -2.0% | 9.265% | |
5/6/2025 | Pacer Advisors Inc. | 388,993 | $17.09M | 0.0% | -3.0% | 23.575% | |
5/6/2025 | Cetera Investment Advisers | 45,290 | $1.99M | 0.0% | +1.8% | 2.745% | |
5/6/2025 | Avantax Advisory Services Inc. | 24,516 | $1.08M | 0.0% | +17.7% | 1.486% | |
5/6/2025 | PFG Advisors | 5,151 | $226K | 0.0% | N/A | 0.312% | |
4/29/2025 | Envestnet Asset Management Inc. | 75,780 | $3.33M | 0.0% | +29.4% | 4.593% | |
4/28/2025 | DAVENPORT & Co LLC | 22,404 | $984K | 0.0% | +229.5% | 1.358% | |
4/24/2025 | Smart Portfolios LLC | 13,820 | $607K | 0.7% | +1.9% | 0.838% | |
4/18/2025 | Cornerstone Wealth Management LLC | 10,179 | $447K | 0.0% | -4.4% | 0.617% | |
3/4/2025 | Dogwood Wealth Management LLC | 890 | $41K | 0.0% | N/A | 0.054% | |
2/17/2025 | Cetera Investment Advisers | 44,492 | $2.06M | 0.0% | -16.5% | 3.869% | |
2/14/2025 | Jane Street Group LLC | 18,621 | $863K | 0.0% | -27.6% | 1.619% | |
2/14/2025 | MML Investors Services LLC | 57,442 | $2.66M | 0.0% | +5.3% | 4.995% | |
2/13/2025 | CreativeOne Wealth LLC | 12,691 | $588K | 0.0% | N/A | 1.104% | |
2/13/2025 | Raymond James Financial Inc. | 46,174 | $2.14M | 0.0% | N/A | 4.015% | |
2/13/2025 | Envestnet Asset Management Inc. | 58,545 | $2.71M | 0.0% | +5.6% | 5.091% | |
2/11/2025 | Modern Wealth Management LLC | 158,805 | $7.75M | 0.3% | -0.6% | 13.809% | |
2/11/2025 | LPL Financial LLC | 155,920 | $7.23M | 0.0% | +16.5% | 13.558% | |
2/10/2025 | Harbour Investments Inc. | 1,975 | $92K | 0.0% | N/A | 0.172% | |
2/10/2025 | Commonwealth Equity Services LLC | 44,837 | $2.08M | 0.0% | +356.7% | 3.899% | |
2/10/2025 | Avantax Advisory Services Inc. | 20,827 | $966K | 0.0% | +5.2% | 1.811% | |
2/10/2025 | Smart Portfolios LLC | 13,563 | $629K | 0.7% | -1.5% | 1.179% | |
2/7/2025 | HighTower Advisors LLC | 14,508 | $673K | 0.0% | -1.7% | 1.262% | |
2/6/2025 | Raymond James Financial Inc. | 46,174 | $2.14M | 0.0% | N/A | 4.015% | |
1/24/2025 | DAVENPORT & Co LLC | 6,800 | $315K | 0.0% | -6.8% | 0.591% | |
1/22/2025 | Pacer Advisors Inc. | 401,089 | $18.59M | 0.0% | -1.6% | 34.877% | |
11/15/2024 | MML Investors Services LLC | 54,541 | $2.51M | 0.0% | +589.2% | 4.743% | |
11/15/2024 | Jane Street Group LLC | 25,735 | $1.19M | 0.0% | -27.0% | 2.238% | |
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11/15/2024 | HighTower Advisors LLC | 14,766 | $678K | 0.0% | +26.0% | 1.284% | |
11/12/2024 | Pacer Advisors Inc. | 407,607 | $18.79M | 0.0% | -5.7% | 35.444% | |
10/31/2024 | Smart Portfolios LLC | 13,772 | $635K | 0.6% | +1.8% | 1.198% | |
8/22/2024 | Cetera Investment Advisers | 48,337 | $2.05M | 0.0% | -8.6% | 4.203% | |
8/13/2024 | Pacer Advisors Inc. | 432,407 | $18.35M | 0.0% | -14.2% | 37.601% | |
7/31/2024 | Commonwealth Equity Services LLC | 10,164 | $431K | 0.0% | -13.3% | 0.884% | |
5/24/2024 | Cetera Advisors LLC | 27,897 | $1.19M | 0.0% | +7.7% | 2.426% | |
5/24/2024 | Cetera Investment Advisers | 52,883 | $2.25M | 0.0% | N/A | 4.599% | |
5/8/2024 | Avantax Advisory Services Inc. | 13,325 | $566K | 0.0% | -82.0% | 1.159% | |
2/22/2024 | Napa Wealth Management | 23,213 | $848K | 0.5% | N/A | 2.110% | |
1/16/2024 | Pacer Advisors Inc. | 430,027 | $15.70M | 0.0% | +17.8% | 39.093% | |
1/10/2024 | Cornerstone Wealth Management LLC | 10,988 | $401K | 0.0% | N/A | 0.999% | |
11/8/2023 | HighTower Advisors LLC | 13,492 | $484K | 0.0% | -3.1% | 1.227% | |
11/8/2023 | D.A. Davidson & CO. | 50,770 | $1.82M | 0.0% | -54.6% | 4.615% | |
10/23/2023 | Commonwealth Equity Services LLC | 12,675 | $454K | 0.0% | -22.5% | 1.152% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 9,133 | $327K | 0.0% | -4.2% | 0.830% | |
8/11/2023 | D.A. Davidson & CO. | 111,910 | $3.86M | 0.0% | -4.3% | 10.174% | |
7/17/2023 | Wealthcare Advisory Partners LLC | 9,533 | $328K | 0.0% | +17.9% | 0.867% | |
7/12/2023 | Pacer Advisors Inc. | 327,120 | $11.27M | 0.0% | +30.1% | 29.738% | |
5/5/2023 | Truist Financial Corp | 75,209 | $2.60M | 0.0% | -1.2% | 6.837% | |
5/4/2023 | Wealthcare Advisory Partners LLC | 8,083 | $280K | 0.0% | N/A | 0.735% | |
5/4/2023 | Barber Financial Group Inc. | 189,143 | $6.55M | 1.2% | +86.2% | 17.195% | |
5/2/2023 | Pacer Advisors Inc. | 251,394 | $8.71M | 0.0% | +50.5% | 22.854% | |
4/28/2023 | Ameritas Advisory Services LLC | 1,194 | $43K | 0.0% | N/A | 0.109% | |
4/25/2023 | D.A. Davidson & CO. | 116,962 | $4.05M | 0.0% | -19.1% | 10.633% | |
2/9/2023 | HighTower Advisors LLC | 22,693 | $818K | 0.0% | +117.5% | 2.063% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 6,048 | $218K | 0.0% | N/A | 0.550% | |
2/7/2023 | IFP Advisors Inc | 4,068 | $107K | 0.0% | -12.1% | 0.370% | |
2/6/2023 | Pacer Advisors Inc. | 167,092 | $6.02M | 0.0% | +26.7% | 15.190% | |
2/3/2023 | D.A. Davidson & CO. | 144,527 | $5.20M | 0.1% | N/A | 13.139% | |
2/1/2023 | Barber Financial Group Inc. | 101,600 | $3.66M | 1.0% | +128.9% | 9.236% | |
1/31/2023 | Kestra Advisory Services LLC | 8,781 | $316K | 0.0% | N/A | 0.798% | |
10/26/2022 | Truist Financial Corp | 76,005 | $2.59M | 0.0% | N/A | 12.668% | |
10/25/2022 | Barber Financial Group Inc. | 44,378 | $1.39M | 0.4% | +403.1% | 7.396% | |
10/18/2022 | Pacer Advisors Inc. | 131,922 | $4.13M | 0.0% | +198.7% | 21.987% | |
10/12/2022 | Howard Financial Services LTD. | 7,581 | $237K | 0.1% | N/A | 1.378% | |
8/17/2022 | International Assets Investment Management LLC | 38,099 | $1.23M | 0.1% | N/A | 12.700% | |
8/4/2022 | Barber Financial Group Inc. | 8,821 | $288K | 0.0% | N/A | 2.940% | |
7/14/2022 | Strategic Asset Management LLC | 766 | $25K | 0.0% | +1,432.0% | 0.255% | |
5/4/2022 | Advisor Group Holdings Inc. | 24,099 | $1.05M | 0.0% | -93.4% | 9.640% | |
4/5/2022 | Pacer Advisors Inc. | 40,835 | $1.61M | 0.0% | +130.3% | 16.334% | |
2/3/2022 | Advisor Group Holdings Inc. | 364,995 | $15.78M | 0.0% | +34,139.7% | 38.421% | |
2/3/2022 | Pacer Advisors Inc. | 17,734 | $767K | 0.0% | -35.1% | 1.867% | |
1/20/2022 | Kestra Advisory Services LLC | 4,801 | $208K | 0.0% | N/A | 0.873% | |
1/13/2022 | Calton & Associates Inc. | 4,646 | $200K | 0.1% | N/A | 0.845% | |
11/5/2021 | Advisor Group Holdings Inc. | 1,066 | $41K | 0.0% | +60.1% | 0.711% | |
10/15/2021 | Pacer Advisors Inc. | 27,342 | $1.04M | 0.0% | N/A | 18.228% | |
8/2/2021 | Advisor Group Holdings Inc. | 666 | $26K | 0.0% | N/A | 0.666% | |