4/28/2025 | Mountain Capital Investment Advisors Inc. | 12,711 | $111K | 0.0% | N/A | 0.084% | |
4/23/2025 | Perigon Wealth Management LLC | 114,774 | $1.03M | 0.0% | +1.1% | 0.760% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 28,959 | $260K | 0.0% | -14.6% | 0.192% | |
4/17/2025 | Sound Income Strategies LLC | 604,183 | $5.42M | 0.3% | +8.8% | 4.001% | |
2/17/2025 | Cetera Investment Advisers | 70,487 | $653K | 0.0% | -3.5% | 0.425% | |
2/14/2025 | Jane Street Group LLC | 67,543 | $625K | 0.0% | +12.2% | 0.407% | |
2/13/2025 | Raymond James Financial Inc. | 74,153 | $687K | 0.0% | N/A | 0.447% | |
2/13/2025 | Envestnet Asset Management Inc. | 169,135 | $1.57M | 0.0% | -5.3% | 1.020% | |
2/13/2025 | Wells Fargo & Company MN | 120,497 | $1.12M | 0.0% | -17.8% | 0.727% | |
2/11/2025 | LPL Financial LLC | 732,821 | $6.79M | 0.0% | -3.6% | 4.420% | |
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2/11/2025 | Sei Investments Co. | 17,498 | $162K | 0.0% | N/A | 0.106% | |
2/6/2025 | Raymond James Financial Inc. | 74,153 | $687K | 0.0% | N/A | 0.447% | |
2/5/2025 | Whipplewood Advisors LLC | 24,315 | $225K | 0.1% | N/A | 0.147% | |
1/30/2025 | Strategic Financial Concepts LLC | 36,053 | $334K | 0.0% | N/A | 0.217% | |
1/28/2025 | Strategic Financial Concepts LLC | 36,053 | $334K | 0.0% | N/A | 0.217% | |
1/22/2025 | Perigon Wealth Management LLC | 113,503 | $1.07M | 0.0% | +1.7% | 0.685% | |
1/21/2025 | Sound Income Strategies LLC | 555,319 | $5.14M | 0.3% | +3.5% | 3.349% | |
1/17/2025 | Mutual Advisors LLC | 16,550 | $155K | 0.0% | -11.3% | 0.100% | |
11/15/2024 | MCIA Inc | 12,228 | $119K | 0.0% | +10.6% | 0.074% | |
11/15/2024 | Jane Street Group LLC | 60,199 | $587K | 0.0% | +7.1% | 0.363% | |
10/16/2024 | Cornerstone Wealth Management LLC | 13,212 | $129K | 0.0% | +18.8% | 0.080% | |
10/10/2024 | Sound Income Strategies LLC | 536,520 | $5.23M | 0.3% | +4.4% | 3.236% | |
8/13/2024 | AE Wealth Management LLC | 27,038 | $249K | 0.0% | -4.8% | 0.163% | |
7/23/2024 | MeadowBrook Investment Advisors LLC | 5,245 | $48K | 0.0% | -67.1% | 0.032% | |
7/12/2024 | Sound Income Strategies LLC | 513,764 | $4.73M | 0.3% | +8.1% | 3.099% | |
4/15/2024 | Sound Income Strategies LLC | 475,352 | $4.50M | 0.3% | +12.2% | 2.791% | |
4/11/2024 | MCIA Inc | 11,046 | $103K | 0.0% | N/A | 0.052% | |
2/9/2024 | Advisory Services Network LLC | 116,148 | $1.06M | 0.0% | +1.5% | 0.552% | |
2/9/2024 | D.A. Davidson & CO. | 54,363 | $494K | 0.0% | +9.1% | 0.258% | |
2/6/2024 | MeadowBrook Investment Advisors LLC | 15,945 | $145K | 0.1% | N/A | 0.076% | |
1/29/2024 | Ellis Investment Partners LLC | 31,850 | $289K | 0.1% | +7.1% | 0.151% | |
1/24/2024 | International Assets Investment Management LLC | 20,884 | $190K | 0.0% | N/A | 0.099% | |
1/18/2024 | Gradient Investments LLC | 3,653 | $33K | 0.0% | +99.1% | 0.017% | |
1/16/2024 | Raymond James & Associates | 40,520 | $368K | 0.0% | +72.9% | 0.192% | |
1/10/2024 | Sound Income Strategies LLC | 423,547 | $3.85M | 0.3% | +6.5% | 2.011% | |
11/13/2023 | LPL Financial LLC | 772,137 | $6.78M | 0.0% | +2.7% | 3.666% | |
11/8/2023 | HighTower Advisors LLC | 104,127 | $914K | 0.0% | +10.5% | 0.494% | |
11/8/2023 | D.A. Davidson & CO. | 49,840 | $438K | 0.0% | +20.5% | 0.237% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 299,276 | $2.63M | 0.2% | +8.8% | 1.421% | |
10/24/2023 | Raymond James & Associates | 23,438 | $206K | 0.0% | +20.6% | 0.111% | |
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10/24/2023 | Pinnacle Associates Ltd. | 13,928 | $122K | 0.0% | -12.6% | 0.066% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 35,488 | $312K | 0.0% | -4.6% | 0.169% | |
10/13/2023 | PFG Advisors | 11,567 | $102K | 0.0% | -53.1% | 0.055% | |
10/13/2023 | Global Retirement Partners LLC | 22,930 | $193K | 0.0% | +43.9% | 0.109% | |
10/12/2023 | Sound Income Strategies LLC | 397,745 | $3.49M | 0.3% | +7.7% | 1.889% | |
10/5/2023 | IVC Wealth Advisors LLC | 10,450 | $92K | 0.1% | -54.4% | 0.050% | |
8/10/2023 | Cetera Investment Advisers | 69,427 | $628K | 0.0% | +4.8% | 0.330% | |
8/4/2023 | Envestnet Asset Management Inc. | 215,530 | $1.95M | 0.0% | +57.1% | 1.023% | |
7/31/2023 | LPL Financial LLC | 752,061 | $6.80M | 0.0% | -1.0% | 3.571% | |
7/27/2023 | Pinnacle Associates Ltd. | 15,928 | $144K | 0.0% | -61.7% | 0.075% | |
7/25/2023 | Raymond James & Associates | 19,441 | $176K | 0.0% | +38.8% | 0.092% | |
7/24/2023 | Bank Julius Baer & Co. Ltd Zurich | 7,362 | $67K | 0.0% | N/A | 0.035% | |
7/21/2023 | Creative Planning | 76,666 | $693K | 0.0% | N/A | 0.362% | |
7/21/2023 | 1900 Wealth Management LLC | 34,579 | $313K | 0.0% | +31.4% | 0.163% | |
7/20/2023 | Global Retirement Partners LLC | 15,930 | $144K | 0.0% | +23.2% | 0.075% | |
7/20/2023 | Bank Julius Baer & Co. Ltd Zurich | 7,362,008 | $66.55M | 0.0% | N/A | 34.759% | |
7/20/2023 | PFG Advisors | 24,648 | $223K | 0.0% | +16.9% | 0.116% | |
7/13/2023 | IVC Wealth Advisors LLC | 22,932 | $207K | 0.1% | -6.1% | 0.108% | |
7/11/2023 | Good Life Advisors LLC | 13,106 | $118K | 0.0% | N/A | 0.062% | |
7/10/2023 | AE Wealth Management LLC | 32,860 | $297K | 0.0% | +7.5% | 0.155% | |
7/10/2023 | Sound Income Strategies LLC | 369,240 | $3.34M | 0.3% | +7.7% | 1.743% | |
5/10/2023 | Ellis Investment Partners LLC | 29,362 | $275K | 0.1% | +4.6% | 0.142% | |
5/10/2023 | LPL Financial LLC | 759,817 | $7.13M | 0.0% | +1.4% | 3.676% | |
5/8/2023 | Global Retirement Partners LLC | 12,930 | $114K | 0.0% | N/A | 0.063% | |
5/3/2023 | Axxcess Wealth Management LLC | 10,089 | $95K | 0.0% | N/A | 0.049% | |
4/25/2023 | D.A. Davidson & CO. | 41,509 | $389K | 0.0% | +2.8% | 0.201% | |
4/21/2023 | PFG Advisors | 21,077 | $198K | 0.0% | +8.3% | 0.102% | |
4/20/2023 | Hennion & Walsh Asset Management Inc. | 233,014 | $2.19M | 0.1% | +28.9% | 1.127% | |
4/18/2023 | IFP Advisors Inc | 5,000 | $60K | 0.0% | +198.9% | 0.024% | |
4/14/2023 | AE Wealth Management LLC | 30,559 | $287K | 0.0% | -11.6% | 0.143% | |
4/14/2023 | Raymond James & Associates | 14,010 | $131K | 0.0% | +14.4% | 0.066% | |
4/13/2023 | IVC Wealth Advisors LLC | 24,432 | $229K | 0.2% | -30.4% | 0.114% | |
4/11/2023 | Mutual Advisors LLC | 18,790 | $176K | 0.0% | +57.2% | 0.088% | |
4/10/2023 | Sound Income Strategies LLC | 342,915 | $3.22M | 0.3% | +8.4% | 1.605% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 37,885 | $357K | 0.0% | N/A | 0.178% | |
2/8/2023 | UBS Group AG | 334,279 | $3.15M | 0.0% | -16.4% | 1.569% | |
2/8/2023 | Belpointe Asset Management LLC | 5,048 | $48K | 0.0% | N/A | 0.024% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 35,590 | $335K | 0.0% | +19.7% | 0.167% | |
2/7/2023 | LPL Financial LLC | 749,282 | $7.05M | 0.0% | -17.7% | 3.518% | |
2/7/2023 | Envestnet Asset Management Inc. | 94,187 | $887K | 0.0% | +74.2% | 0.442% | |
2/6/2023 | 1900 Wealth Management LLC | 26,323 | $248K | 0.0% | -12.1% | 0.124% | |
2/3/2023 | D.A. Davidson & CO. | 40,359 | $380K | 0.0% | +5.8% | 0.189% | |
2/1/2023 | Pinnacle Associates Ltd. | 42,578 | $401K | 0.0% | -4.5% | 0.200% | |
1/31/2023 | WealthBridge Capital Management LLC | 10,000 | $94K | 0.0% | N/A | 0.047% | |
1/31/2023 | AE Wealth Management LLC | 34,570 | $325K | 0.0% | +83.8% | 0.162% | |
1/31/2023 | Ellis Investment Partners LLC | 28,060 | $264K | 0.1% | +13.7% | 0.132% | |
1/30/2023 | PFG Advisors | 19,466 | $183K | 0.0% | +67.1% | 0.091% | |
1/30/2023 | International Assets Investment Management LLC | 309,442 | $5.10M | 0.4% | N/A | 1.453% | |
1/25/2023 | Pinnacle Associates Ltd. | 42,828 | $427K | 0.0% | -3.9% | 0.202% | |
1/12/2023 | Mutual Advisors LLC | 11,950 | $113K | 0.0% | N/A | 0.059% | |
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1/12/2023 | Hennion & Walsh Asset Management Inc. | 180,795 | $1.70M | 0.1% | +7.8% | 0.891% | |
1/11/2023 | Sound Income Strategies LLC | 316,246 | $2.98M | 0.4% | +67.5% | 1.562% | |
1/11/2023 | MCIA Inc | 10,321 | $103K | 0.0% | N/A | 0.051% | |
1/10/2023 | Gradient Investments LLC | 443,956 | $4.18M | 0.1% | +3.5% | 2.188% | |
12/5/2022 | Centaurus Financial Inc. | 17,300 | $171K | 0.0% | N/A | 0.085% | |
11/15/2022 | Ellis Investment Partners LLC | 24,687 | $244K | 0.1% | +11.9% | 0.122% | |
11/14/2022 | OLD Mission Capital LLC | 28,200 | $279K | 0.0% | N/A | 0.139% | |
11/14/2022 | MML Investors Services LLC | 178,279 | $1.77M | 0.0% | -1.5% | 0.881% | |
11/14/2022 | Hennion & Walsh Asset Management Inc. | 167,746 | $1.66M | 0.1% | +3.1% | 0.829% | |
11/10/2022 | UBS Group AG | 399,973 | $3.96M | 0.0% | +1.0% | 1.976% | |