5/21/2025 | Geneos Wealth Management Inc. | 4,301 | $157K | 0.0% | +21.0% | 0.203% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 14,682 | $535K | 0.0% | N/A | 0.693% | |
5/15/2025 | Centric Wealth Management | 8,792 | $320K | 0.1% | -39.9% | 0.415% | |
5/14/2025 | CreativeOne Wealth LLC | 10,050 | $366K | 0.0% | +15.2% | 0.474% | |
5/13/2025 | Comprehensive Wealth Management LLC | 13,652 | $497K | 0.3% | +44.9% | 0.644% | |
5/7/2025 | LPL Financial LLC | 144,134 | $5.25M | 0.0% | +9.8% | 6.799% | |
5/6/2025 | Avantax Advisory Services Inc. | 22,810 | $831K | 0.0% | +161.1% | 1.076% | |
5/1/2025 | Fifth Third Securities Inc. | 37,827 | $1.38M | 0.1% | +46.8% | 1.784% | |
4/29/2025 | Envestnet Asset Management Inc. | 228,684 | $8.33M | 0.0% | +294.4% | 10.787% | |
4/23/2025 | Western Wealth Management LLC | 15,658 | $570K | 0.0% | +15.3% | 0.739% | |
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4/22/2025 | PFG Investments LLC | 10,215 | $372K | 0.0% | +49.3% | 0.482% | |
4/16/2025 | New Century Financial Group LLC | 27,590 | $1.01M | 1.2% | N/A | 1.301% | |
2/17/2025 | Napa Wealth Management | 67,722 | $2.58M | 1.1% | N/A | 5.838% | |
2/13/2025 | Envestnet Asset Management Inc. | 57,981 | $2.21M | 0.0% | +39.8% | 4.998% | |
2/12/2025 | Centric Wealth Management | 14,626 | $557K | 0.2% | -11.8% | 1.261% | |
2/12/2025 | StoneX Group Inc. | 19,903 | $758K | 0.0% | N/A | 1.716% | |
2/11/2025 | LPL Financial LLC | 131,315 | $5.00M | 0.0% | -74.0% | 11.320% | |
2/11/2025 | Comprehensive Wealth Management LLC | 9,424 | $359K | 0.3% | +15.1% | 0.812% | |
2/10/2025 | Avantax Advisory Services Inc. | 8,735 | $333K | 0.0% | +8.0% | 0.753% | |
2/3/2025 | Private Advisor Group LLC | 6,739 | $257K | 0.0% | -7.6% | 0.581% | |
1/30/2025 | Principal Securities Inc. | 21,829 | $831K | 0.0% | -10.7% | 1.882% | |
1/23/2025 | Fifth Third Securities Inc. | 25,764 | $981K | 0.1% | N/A | 2.221% | |
1/21/2025 | Geneos Wealth Management Inc. | 3,555 | $135K | 0.0% | N/A | 0.306% | |
1/14/2025 | SeaCrest Wealth Management LLC | 16,012 | $610K | 0.1% | +60.5% | 1.380% | |
11/14/2024 | Centric Wealth Management | 16,591 | $750K | 0.2% | +100.6% | 1.430% | |
11/14/2024 | CreativeOne Wealth LLC | 8,826 | $388K | 0.0% | N/A | 0.761% | |
11/6/2024 | Comprehensive Wealth Management LLC | 8,188 | $360K | 0.2% | +4.5% | 0.706% | |
10/22/2024 | International Assets Investment Management LLC | 13,190 | $5.80M | 0.0% | N/A | 1.137% | |
10/16/2024 | SeaCrest Wealth Management LLC | 9,976 | $439K | 0.0% | N/A | 0.860% | |
8/27/2024 | New Century Financial Group LLC | 69,201 | $2.87M | 1.2% | N/A | 5.966% | |
8/8/2024 | Envestnet Asset Management Inc. | 102,876 | $4.26M | 0.0% | +631.4% | 8.869% | |
8/7/2024 | PFG Investments LLC | 6,845 | $283K | 0.0% | +17.5% | 0.590% | |
8/6/2024 | Caprock Group LLC | 7,500 | $311K | 0.0% | N/A | 0.647% | |
7/19/2024 | Western Wealth Management LLC | 15,701 | $650K | 0.0% | -4.0% | 1.354% | |
5/24/2024 | Cetera Advisors LLC | 5,270 | $210K | 0.0% | -16.3% | 0.454% | |
5/1/2024 | Centric Wealth Management | 10,298 | $399K | 0.1% | N/A | 0.911% | |
4/22/2024 | PFG Investments LLC | 5,827 | $233K | 0.0% | N/A | 0.516% | |
2/7/2024 | Principal Securities Inc. | 2,935 | $105K | 0.0% | N/A | 0.267% | |
1/31/2024 | Western Wealth Management LLC | 15,690 | $561K | 0.0% | N/A | 1.426% | |
1/25/2024 | International Assets Investment Management LLC | 10,725 | $3.83M | 0.0% | N/A | 0.975% | |
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1/24/2024 | International Assets Investment Management LLC | 10,725 | $3.83M | 0.0% | N/A | 0.975% | |
11/13/2023 | LPL Financial LLC | 502,777 | $15.85M | 0.0% | +154.2% | 45.707% | |
7/31/2023 | LPL Financial LLC | 197,775 | $6.60M | 0.0% | +1,471.1% | 18.836% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 22,707 | $631K | 0.0% | -2.6% | 2.671% | |
2/4/2022 | Envestnet Asset Management Inc. | 8,239 | $278K | 0.0% | N/A | 1.030% | |
10/27/2021 | Advisors Preferred LLC | 2,337 | $77K | 0.0% | +14.3% | 0.292% | |