8/1/2025 | Envestnet Asset Management Inc. | 26,504 | $574K | 0.0% | +4.2% | 0.131% | |
7/31/2025 | Whipplewood Advisors LLC | 2,613 | $57K | 0.0% | +773.9% | 0.013% | |
7/29/2025 | Curbstone Financial Management Corp | 297,728 | $6.45M | 1.3% | -3.7% | 1.467% | |
7/25/2025 | Atria Wealth Solutions Inc. | 61,418 | $1.33M | 0.0% | +1.5% | 0.303% | |
7/21/2025 | Ameritas Advisory Services LLC | 2,137 | $46K | 0.0% | N/A | 0.011% | |
7/17/2025 | Janney Montgomery Scott LLC | 103,609 | $2.24M | 0.0% | +4.2% | 0.510% | |
7/16/2025 | ST Germain D J Co. Inc. | 18,105 | $392K | 0.0% | +57.0% | 0.089% | |
7/11/2025 | Farther Finance Advisors LLC | 20,814 | $451K | 0.0% | N/A | 0.103% | |
7/10/2025 | Secure Asset Management LLC | 176,900 | $3.83M | 0.7% | +4.2% | 0.871% | |
7/7/2025 | Global Wealth Strategies & Associates | 226,071 | $4.90M | 1.4% | +3.3% | 1.114% | |
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5/19/2025 | Smith Asset Management Co. LLC | 217,070 | $5.09M | 4.8% | N/A | 1.069% | |
5/16/2025 | Jones Financial Companies Lllp | 22,217 | $521K | 0.0% | +703.5% | 0.109% | |
5/16/2025 | NewEdge Advisors LLC | 24,295 | $569K | 0.0% | -7.0% | 0.120% | |
5/14/2025 | PKS Advisory Services LLC | 9,607 | $225K | 0.1% | N/A | 0.047% | |
5/12/2025 | Invesco Ltd. | 235,814 | $5.53M | 0.0% | +39.1% | 1.162% | |
5/12/2025 | Benjamin Edwards Inc. | 34,462 | $808K | 0.0% | -2.0% | 0.170% | |
5/9/2025 | MGB Wealth Management LLC | 17,674 | $397K | 0.1% | N/A | 0.087% | |
5/8/2025 | Commerce Bank | 42,997 | $1.01M | 0.0% | -22.7% | 0.212% | |
5/6/2025 | Cetera Investment Advisers | 96,799 | $2.27M | 0.0% | -1.3% | 0.477% | |
5/5/2025 | IFP Advisors Inc | 9,801 | $230K | 0.0% | -38.7% | 0.048% | |
5/2/2025 | Graypoint LLC | 23,980 | $562K | 0.0% | +2.4% | 0.118% | |
5/1/2025 | BHK Investment Advisors LLC | 331,750 | $7.78M | 3.3% | -6.2% | 1.634% | |
4/30/2025 | Round Rock Advisors LLC | 40,979 | $961K | 0.2% | +117.5% | 0.202% | |
4/29/2025 | Envestnet Asset Management Inc. | 25,435 | $596K | 0.0% | -12.4% | 0.125% | |
4/28/2025 | DAVENPORT & Co LLC | 12,334 | $289K | 0.0% | -24.5% | 0.061% | |
4/24/2025 | Wolff Financial Management LLC | 9,221 | $216K | 0.1% | N/A | 0.045% | |
4/23/2025 | GHP Investment Advisors Inc. | 1,083 | $25K | 0.0% | N/A | 0.005% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 84,874 | $1.99M | 0.0% | +6.1% | 0.418% | |
4/17/2025 | Janney Montgomery Scott LLC | 99,408 | $2.33M | 0.0% | N/A | 0.490% | |
4/16/2025 | Sky Investment Group LLC | 169,939 | $3.98M | 0.7% | -0.3% | 0.837% | |
4/10/2025 | Secure Asset Management LLC | 169,838 | $3.98M | 0.8% | -2.8% | 0.837% | |
4/9/2025 | ST Germain D J Co. Inc. | 11,535 | $270K | 0.0% | -35.6% | 0.057% | |
4/9/2025 | Future Financial Wealth Managment LLC | 47,885 | $1.12M | 0.8% | -3.5% | 0.236% | |
4/8/2025 | Dumont & Blake Investment Advisors LLC | 10,163 | $238K | 0.1% | -78.0% | 0.050% | |
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% | |
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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% | |
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% | |
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% | |
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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% | |