2/17/2025 | Stuart Chaussee & Associates Inc. | 2,000 | $87K | 0.0% | N/A | 0.092% | |
2/17/2025 | Cetera Investment Advisers | 10,966 | $479K | 0.0% | -2.0% | 0.503% | |
2/17/2025 | Citadel Advisors LLC | 19,458 | $851K | 0.0% | -1.7% | 0.893% | |
2/13/2025 | Raymond James Financial Inc. | 8,058 | $352K | 0.0% | N/A | 0.370% | |
2/13/2025 | Bank of Montreal Can | 1,884 | $82K | 0.0% | +137.3% | 0.086% | |
2/13/2025 | Envestnet Asset Management Inc. | 34,274 | $1.50M | 0.0% | +7.6% | 1.572% | |
2/11/2025 | LPL Financial LLC | 96,699 | $4.23M | 0.0% | +12.1% | 4.436% | |
2/10/2025 | Commonwealth Equity Services LLC | 40,288 | $1.76M | 0.0% | +6.9% | 1.848% | |
2/6/2025 | Raymond James Financial Inc. | 8,058 | $352K | 0.0% | N/A | 0.370% | |
2/3/2025 | Private Advisor Group LLC | 12,338 | $539K | 0.0% | +59.8% | 0.566% | |
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1/21/2025 | Encompass More Asset Management | 15,289 | $668K | 0.2% | N/A | 0.701% | |
1/17/2025 | Great Waters Wealth Management | 5,947 | $260K | 0.0% | N/A | 0.273% | |
1/13/2025 | Brookstone Capital Management | 16,083 | $703K | 0.0% | +8.0% | 0.738% | |
11/15/2024 | Integrated Wealth Concepts LLC | 10,337 | $451K | 0.0% | N/A | 0.474% | |
10/29/2024 | Clear Creek Financial Management LLC | 10,641 | $464K | 0.1% | +19.8% | 0.488% | |
10/22/2024 | Private Advisor Group LLC | 7,720 | $337K | 0.0% | +15.2% | 0.354% | |
10/8/2024 | Brookstone Capital Management | 14,893 | $650K | 0.0% | +8.1% | 0.683% | |
8/16/2024 | Creative Planning | 12,331 | $509K | 0.0% | +9.9% | 0.566% | |
8/13/2024 | AE Wealth Management LLC | 12,540 | $518K | 0.0% | +7.0% | 0.575% | |
7/31/2024 | Commonwealth Equity Services LLC | 35,099 | $1.45M | 0.0% | +5.0% | 1.610% | |
7/18/2024 | Brookstone Capital Management | 13,771 | $581K | 0.0% | +15.7% | 0.632% | |
7/10/2024 | CWM LLC | 1,095 | $45K | 0.0% | -56.9% | 0.050% | |
5/21/2024 | Atria Investments Inc | 75,058 | $3.04M | 0.0% | +38.2% | 3.443% | |
4/30/2024 | Commonwealth Equity Services LLC | 33,442 | $1.35M | 0.0% | +13.6% | 1.647% | |
4/26/2024 | Clear Creek Financial Management LLC | 9,023 | $365K | 0.0% | N/A | 0.444% | |
3/26/2024 | Fairman Group LLC | 4,916 | $179K | 0.2% | N/A | 0.307% | |
2/12/2024 | WorthPointe LLC | 71,204 | $2.60M | 1.3% | +37.4% | 4.450% | |
2/8/2024 | Kingsview Wealth Management LLC | 7,473 | $273K | 0.0% | N/A | 0.467% | |
2/6/2024 | Private Advisor Group LLC | 21,144 | $771K | 0.0% | -5.5% | 1.322% | |
2/6/2024 | Merit Financial Group LLC | 5,880 | $215K | 0.0% | N/A | 0.368% | |
1/11/2024 | Brookstone Capital Management | 11,879 | $433K | 0.0% | +6.7% | 0.742% | |
11/7/2023 | Atria Investments Inc | 50,762 | $1.68M | 0.0% | N/A | 3.173% | |
11/3/2023 | Private Advisor Group LLC | 22,367 | $739K | 0.0% | +271.2% | 1.398% | |
10/23/2023 | Commonwealth Equity Services LLC | 29,267 | $967K | 0.0% | +1.1% | 1.829% | |
10/11/2023 | AE Wealth Management LLC | 8,418 | $278K | 0.0% | N/A | 0.526% | |
8/11/2023 | WorthPointe LLC | 30,833 | $1.04M | 0.6% | N/A | 1.927% | |
8/10/2023 | Private Advisor Group LLC | 6,025 | $204K | 0.0% | N/A | 0.377% | |
8/8/2023 | Winch Advisory Services LLC | 4,295 | $145K | 0.1% | +16.7% | 0.268% | |
8/3/2023 | JNBA Financial Advisors | 1,081 | $37K | 0.0% | +88.3% | 0.085% | |
7/31/2023 | LPL Financial LLC | 23,016 | $779K | 0.0% | +98.1% | 1.812% | |
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7/25/2023 | WealthPlan Investment Management LLC | 495 | $58K | 0.0% | +152.6% | 0.039% | |
7/24/2023 | BerganKDV Wealth Management LLC | 3,148 | $107K | 0.0% | +46.6% | 0.248% | |
7/14/2023 | Ronald Blue Trust Inc. | 783 | $25K | 0.0% | -36.5% | 0.062% | |
5/10/2023 | Winch Advisory Services LLC | 3,680 | $116K | 0.0% | +894.6% | 0.290% | |
4/17/2023 | Ronald Blue Trust Inc. | 1,233 | $37K | 0.0% | N/A | 0.105% | |
2/7/2023 | Commonwealth Equity Services LLC | 27,530 | $818K | 0.0% | +1.7% | 2.353% | |
2/7/2023 | Envestnet Asset Management Inc. | 30,781 | $915K | 0.0% | +1.8% | 2.631% | |
2/1/2023 | CWM LLC | 2,650 | $79K | 0.0% | N/A | 0.226% | |
1/31/2023 | BerganKDV Wealth Management LLC | 2,148 | $64K | 0.0% | +55.4% | 0.184% | |
8/3/2022 | Envestnet Asset Management Inc. | 29,329 | $837K | 0.0% | +2.7% | 2.793% | |
7/19/2022 | Commonwealth Equity Services LLC | 26,163 | $746K | 0.0% | +19.7% | 2.492% | |
7/13/2022 | BerganKDV Wealth Management LLC | 1,382 | $39K | 0.0% | N/A | 0.132% | |
5/12/2022 | Cetera Advisors LLC | 7,500 | $254K | 0.0% | N/A | 0.732% | |
5/4/2022 | Commonwealth Equity Services LLC | 21,860 | $740K | 0.0% | +7.9% | 2.133% | |
5/4/2022 | Envestnet Asset Management Inc. | 28,548 | $967K | 0.0% | +16.0% | 2.785% | |
2/4/2022 | Envestnet Asset Management Inc. | 24,620 | $877K | 0.0% | +110.9% | 2.525% | |
2/4/2022 | Atria Investments LLC | 28,631 | $1.02M | 0.0% | N/A | 2.937% | |
2/3/2022 | Advisor Group Holdings Inc. | 7,711 | $274K | 0.0% | +872.4% | 0.791% | |
1/31/2022 | Commonwealth Equity Services LLC | 20,264 | $721K | 0.0% | -9.6% | 2.078% | |
10/29/2021 | Commonwealth Equity Services LLC | 22,413 | $717K | 0.0% | +20.4% | 2.561% | |
8/16/2021 | Royal Bank of Canada | 16,745 | $535K | 0.0% | N/A | 3.903% | |
8/11/2021 | Commonwealth Equity Services LLC | 18,610 | $594K | 0.0% | N/A | 4.338% | |
8/2/2021 | Advisor Group Holdings Inc. | 793 | $25K | 0.0% | N/A | 0.185% | |