4/2/2025 | Global Wealth Strategies & Associates | 218,759 | $5.13M | 1.6% | N/A | 1.078% | |
2/17/2025 | Focus Partners Wealth | 22,107 | $451K | 0.0% | -15.2% | 0.109% | |
2/17/2025 | Fiduciary Trust Co | 9,986 | $204K | 0.0% | N/A | 0.049% | |
2/17/2025 | Cetera Investment Advisers | 98,054 | $2.00M | 0.0% | +8.3% | 0.483% | |
2/17/2025 | Bank of America Corp DE | 33,917 | $691K | 0.0% | +108.3% | 0.167% | |
2/17/2025 | Benjamin Edwards Inc. | 35,171 | $717K | 0.0% | +16.3% | 0.173% | |
2/14/2025 | Commerce Bank | 55,655 | $1.13M | 0.0% | -23.6% | 0.274% | |
2/13/2025 | NewEdge Advisors LLC | 26,112 | $532K | 0.0% | -19.3% | 0.129% | |
2/13/2025 | Raymond James Financial Inc. | 50,370 | $1.03M | 0.0% | N/A | 0.248% | |
2/13/2025 | Invesco Ltd. | 169,551 | $3.46M | 0.0% | +1.8% | 0.835% | |
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2/13/2025 | Envestnet Asset Management Inc. | 29,040 | $592K | 0.0% | +56.3% | 0.143% | |
2/13/2025 | Wells Fargo & Company MN | 5,852 | $119K | 0.0% | -42.3% | 0.029% | |
2/12/2025 | StoneX Group Inc. | 10,020 | $204K | 0.0% | N/A | 0.049% | |
2/11/2025 | LPL Financial LLC | 13,016 | $265K | 0.0% | +21.7% | 0.064% | |
2/10/2025 | Commonwealth Equity Services LLC | 73,321 | $1.49M | 0.0% | -6.5% | 0.361% | |
2/6/2025 | Raymond James Financial Inc. | 50,370 | $1.03M | 0.0% | N/A | 0.248% | |
2/6/2025 | Jones Financial Companies Lllp | 2,765 | $56K | 0.0% | +112.4% | 0.014% | |
2/5/2025 | Whipplewood Advisors LLC | 17,530 | $357K | 0.2% | N/A | 0.086% | |
2/4/2025 | BHK Investment Advisors LLC | 353,808 | $7.21M | 2.7% | +1.4% | 1.743% | |
2/4/2025 | IFP Advisors Inc | 16,000 | $326K | 0.0% | N/A | 0.079% | |
1/31/2025 | Atria Wealth Solutions Inc. | 60,426 | $1.23M | 0.0% | +3.4% | 0.298% | |
1/31/2025 | Sanctuary Advisors LLC | 9,862 | $206K | 0.0% | N/A | 0.049% | |
1/30/2025 | TSP Capital Management Group LLC | 87,293 | $1.78M | 0.6% | -0.7% | 0.430% | |
1/27/2025 | Consolidated Portfolio Review Corp | 10,102 | $206K | 0.0% | N/A | 0.050% | |
1/24/2025 | Round Rock Advisors LLC | 18,838 | $384K | 0.1% | N/A | 0.093% | |
1/24/2025 | DAVENPORT & Co LLC | 16,334 | $333K | 0.0% | -14.0% | 0.080% | |
1/22/2025 | Curbstone Financial Management Corp | 308,904 | $6.30M | 1.3% | -0.4% | 1.522% | |
1/17/2025 | Secure Asset Management LLC | 174,641 | $3.56M | 0.5% | +8.0% | 0.860% | |
1/10/2025 | ST Germain D J Co. Inc. | 17,925 | $365K | 0.0% | +49.6% | 0.088% | |
11/25/2024 | World Investment Advisors LLC | 20,558 | $410K | 0.0% | N/A | 0.101% | |
11/15/2024 | MML Investors Services LLC | 30,704 | $612K | 0.0% | +119.4% | 0.151% | |
11/15/2024 | Benjamin Edwards Inc. | 30,248 | $603K | 0.0% | N/A | 0.149% | |
11/8/2024 | Commerce Bank | 72,820 | $1.45M | 0.0% | +426.7% | 0.359% | |
10/28/2024 | US Bancorp DE | 18,288 | $364K | 0.0% | -12.4% | 0.090% | |
10/23/2024 | Mayfair Advisory Group LLC | 10,983 | $224K | 0.1% | N/A | 0.054% | |
10/23/2024 | Dumont & Blake Investment Advisors LLC | 46,124 | $919K | 0.2% | -50.0% | 0.227% | |
10/21/2024 | Sky Investment Group LLC | 170,489 | $3.40M | 0.6% | +3.0% | 0.840% | |
10/16/2024 | Secure Asset Management LLC | 161,631 | $3.22M | 0.5% | +7.5% | 0.796% | |
10/8/2024 | Future Financial Wealth Managment LLC | 49,619 | $989K | 0.7% | +1.7% | 0.244% | |
10/3/2024 | Curbstone Financial Management Corp | 310,004 | $6.18M | 1.3% | -12.0% | 1.527% | |
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8/22/2024 | Cetera Investment Advisers | 85,579 | $1.59M | 0.0% | +40.3% | 0.422% | |
7/31/2024 | Commonwealth Equity Services LLC | 78,523 | $1.46M | 0.0% | -1.0% | 0.387% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 62,116 | $1.16M | 0.0% | +21.9% | 0.306% | |
7/24/2024 | Secure Asset Management LLC | 150,358 | $2.80M | 0.5% | N/A | 0.741% | |
7/22/2024 | Atria Wealth Solutions Inc. | 142,507 | $2.65M | 0.0% | +7.1% | 0.702% | |
7/16/2024 | Sky Investment Group LLC | 165,464 | $3.08M | 0.6% | -0.5% | 0.815% | |
7/3/2024 | Curbstone Financial Management Corp | 352,454 | $6.56M | 1.4% | -3.6% | 1.736% | |
5/15/2024 | Linscomb Wealth Inc. | 10,500 | $180K | 0.0% | N/A | 0.052% | |
5/9/2024 | BHK Investment Advisors LLC | 366,629 | $6.30M | 2.4% | +66.7% | 1.806% | |
4/30/2024 | Commonwealth Equity Services LLC | 79,323 | $1.36M | 0.0% | -1.5% | 0.391% | |
4/26/2024 | YHB Investment Advisors Inc. | 2,000 | $34K | 0.0% | N/A | 0.010% | |
4/23/2024 | Sky Investment Group LLC | 166,214 | $2.86M | 0.5% | -3.0% | 0.819% | |
4/22/2024 | PFG Investments LLC | 10,474 | $180K | 0.0% | N/A | 0.052% | |
4/15/2024 | Future Financial Wealth Managment LLC | 45,659 | $785K | 0.6% | -4.3% | 0.225% | |
4/11/2024 | RFG Advisory LLC | 154,503 | $2.66M | 0.1% | +26.2% | 0.761% | |
4/9/2024 | Curbstone Financial Management Corp | 365,486 | $6.28M | 1.4% | -0.6% | 1.800% | |
4/2/2024 | ST Germain D J Co. Inc. | 12,385 | $213K | 0.0% | -10.5% | 0.061% | |
2/14/2024 | Greenwich Investment Management Inc. | 81,207 | $1.50M | 1.1% | -3.5% | 0.000% | |
2/9/2024 | Commerce Bank | 10,026 | $185K | 0.0% | N/A | 0.000% | |
2/8/2024 | Beacon Pointe Advisors LLC | 46,125 | $850K | 0.0% | +41.2% | 0.000% | |
2/7/2024 | Montag A & Associates Inc. | 13,268 | $249K | 0.0% | +8.9% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 101,703 | $1.88M | 0.0% | +46.3% | 0.000% | |
1/30/2024 | BOK Financial Private Wealth Inc. | 3,000 | $56K | 0.0% | N/A | 0.000% | |
1/29/2024 | BHK Investment Advisors LLC | 219,896 | $4.05M | 2.3% | -31.4% | 0.000% | |
1/25/2024 | RFG Advisory LLC | 122,435 | $2.26M | 0.1% | +26.0% | 0.000% | |
1/24/2024 | Sky Investment Group LLC | 171,389 | $3.16M | 0.7% | -1.9% | 0.000% | |
1/23/2024 | Dumont & Blake Investment Advisors LLC | 46,990 | $866K | 0.3% | -4.4% | 0.000% | |
1/18/2024 | Future Financial Wealth Managment LLC | 47,718 | $879K | 0.9% | +9.4% | 0.000% | |
1/16/2024 | Raymond James & Associates | 22,782 | $420K | 0.0% | +4.6% | 0.000% | |
1/16/2024 | TSP Capital Management Group LLC | 89,095 | $1.64M | 0.6% | -0.6% | 0.000% | |
1/8/2024 | Curbstone Financial Management Corp | 367,736 | $6.78M | 1.5% | -1.2% | 0.000% | |
11/16/2023 | Greenwich Investment Management Inc. | 84,172 | $1.34M | 1.1% | +1.9% | 0.000% | |
11/13/2023 | BHK Investment Advisors LLC | 320,751 | $5.11M | 2.4% | -13.1% | 0.000% | |
11/9/2023 | UBS Group AG | 198,361 | $3.16M | 0.0% | -3.7% | 0.000% | |
11/8/2023 | HighTower Advisors LLC | 22,185 | $355K | 0.0% | +5.1% | 0.000% | |
11/8/2023 | Atria Wealth Solutions Inc. | 69,533 | $1.11M | 0.0% | +125.0% | 0.000% | |
10/30/2023 | Dumont & Blake Investment Advisors LLC | 49,167 | $784K | 0.3% | -2.3% | 0.000% | |
10/26/2023 | Graypoint LLC | 21,075 | $336K | 0.0% | N/A | 0.000% | |
10/26/2023 | Sky Investment Group LLC | 174,689 | $2.79M | 0.6% | -1.0% | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 20,687 | $330K | 0.0% | +14.2% | 0.000% | |
10/20/2023 | Future Financial Wealth Managment LLC | 43,611 | $695K | 0.8% | +2.1% | 0.000% | |
10/17/2023 | DAVENPORT & Co LLC | 23,866 | $380K | 0.0% | -7.9% | 0.000% | |
10/16/2023 | RFG Advisory LLC | 97,193 | $1.55M | 0.1% | N/A | 0.000% | |
9/7/2023 | ST Germain D J Co. Inc. | 12,801 | $191K | 0.0% | N/A | 0.000% | |
8/15/2023 | Rivernorth Capital Management LLC | 886,140 | $13.20M | 0.7% | -6.6% | 0.000% | |
8/10/2023 | Cetera Advisor Networks LLC | 19,066 | $284K | 0.0% | -15.1% | 0.000% | |
8/10/2023 | Cetera Investment Advisers | 38,968 | $581K | 0.0% | -1.9% | 0.000% | |
8/7/2023 | BHK Investment Advisors LLC | 369,142 | $5.50M | 2.4% | +6.9% | 0.000% | |
8/3/2023 | Atria Wealth Solutions Inc. | 30,901 | $460K | 0.0% | +20.4% | 0.000% | |
8/3/2023 | Dumont & Blake Investment Advisors LLC | 50,316 | $750K | 0.2% | -2.0% | 0.000% | |
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8/1/2023 | Money Concepts Capital Corp | 10,322 | $154K | 0.0% | N/A | 0.000% | |
7/20/2023 | DAVENPORT & Co LLC | 25,916 | $386K | 0.0% | -20.2% | 0.000% | |
7/18/2023 | Future Financial Wealth Managment LLC | 42,708 | $636K | 0.7% | +1.7% | 0.000% | |
7/5/2023 | Curbstone Financial Management Corp | 371,836 | $5.54M | 1.3% | -4.1% | 0.000% | |
6/14/2023 | Atria Wealth Solutions Inc. | 25,658 | $358K | 0.0% | -50.0% | 0.000% | |
5/12/2023 | Curbstone Financial Management Corp | 387,636 | $5.49M | 1.3% | -1.2% | 0.000% | |
5/11/2023 | Consolidated Portfolio Review Corp | 10,430 | $148K | 0.0% | N/A | 0.000% | |
5/9/2023 | BHK Investment Advisors LLC | 345,281 | $4.89M | 2.1% | +6.2% | 0.000% | |
5/9/2023 | US Bancorp DE | 20,872 | $295K | 0.0% | -40.1% | 0.000% | |
4/27/2023 | Benjamin F. Edwards & Company Inc. | 186,100 | $2.63M | 0.1% | -3.9% | 0.000% | |