8/1/2025 | Envestnet Asset Management Inc. | 33,785 | $1.41M | 0.0% | -13.0% | 1.755% | |
7/29/2025 | Mattson Financial Services LLC | 5,577 | $233K | 0.1% | N/A | 0.290% | |
7/28/2025 | WealthPLAN Partners LLC | 5,585 | $233K | 0.0% | -94.3% | 0.290% | |
7/28/2025 | WealthPlan Investment Management LLC | 31,739 | $1.33M | 0.1% | -84.9% | 1.649% | |
7/28/2025 | Harbour Investments Inc. | 8,243 | $344K | 0.0% | +465.0% | 0.428% | |
7/25/2025 | Atria Wealth Solutions Inc. | 23,855 | $996K | 0.0% | -20.1% | 1.239% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 1,768 | $68K | 0.0% | N/A | 0.093% | |
7/8/2025 | Paladin Wealth LLC | 5,441 | $227K | 0.2% | N/A | 0.286% | |
7/8/2025 | Gradient Investments LLC | 605,507 | $25.28M | 0.5% | N/A | 31.869% | |
5/15/2025 | OLD Mission Capital LLC | 8,294 | $317K | 0.0% | -70.6% | 0.441% | |
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5/13/2025 | Nations Financial Group Inc. IA ADV | 5,662 | $217K | 0.0% | -30.6% | 0.301% | |
5/12/2025 | WealthPLAN Partners LLC | 97,178 | $3.72M | 0.5% | N/A | 5.169% | |
5/12/2025 | WealthPlan Investment Management LLC | 209,504 | $8.01M | 0.8% | N/A | 11.144% | |
5/9/2025 | Atria Wealth Solutions Inc. | 29,863 | $1.14M | 0.0% | -21.6% | 1.588% | |
5/8/2025 | Harbour Investments Inc. | 1,459 | $56K | 0.0% | -35.7% | 0.078% | |
5/6/2025 | Cetera Investment Advisers | 36,161 | $1.38M | 0.0% | -7.6% | 1.923% | |
5/6/2025 | AE Wealth Management LLC | 5,638 | $216K | 0.0% | -12.5% | 0.300% | |
4/29/2025 | Envestnet Asset Management Inc. | 38,830 | $1.49M | 0.0% | +0.9% | 2.920% | |
4/24/2025 | Money Concepts Capital Corp | 12,126 | $464K | 0.0% | +2.5% | 0.912% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 5,747 | $220K | 0.0% | +13.0% | 0.432% | |
3/12/2025 | Centaurus Financial Inc. | 32,136 | $1.27M | 0.1% | -11.2% | 2.380% | |
2/25/2025 | Armis Advisers LLC | 18,656 | $736K | 0.1% | N/A | 1.261% | |
2/17/2025 | Cetera Investment Advisers | 39,121 | $1.54M | 0.0% | -14.3% | 4.471% | |
2/17/2025 | Citadel Advisors LLC | 16,017 | $632K | 0.0% | +7.6% | 1.831% | |
2/14/2025 | Jane Street Group LLC | 13,091 | $517K | 0.0% | N/A | 1.496% | |
2/13/2025 | Raymond James Financial Inc. | 6,366 | $251K | 0.0% | N/A | 0.728% | |
2/13/2025 | Envestnet Asset Management Inc. | 38,477 | $1.52M | 0.0% | +6.0% | 4.397% | |
2/12/2025 | OLD Mission Capital LLC | 28,196 | $1.11M | 0.0% | +74.8% | 3.222% | |
2/11/2025 | Grantvest Financial Group LLC | 24,102 | $951K | 1.1% | N/A | 2.755% | |
2/11/2025 | LPL Financial LLC | 9,727 | $384K | 0.0% | -15.0% | 1.112% | |
2/10/2025 | Harbour Investments Inc. | 2,269 | $90K | 0.0% | -64.6% | 0.259% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 5,087 | $201K | 0.0% | N/A | 0.581% | |
2/10/2025 | Commonwealth Equity Services LLC | 179,077 | $7.07M | 0.0% | +1.9% | 20.466% | |
2/6/2025 | Raymond James Financial Inc. | 6,366 | $251K | 0.0% | N/A | 0.728% | |
1/31/2025 | Atria Wealth Solutions Inc. | 38,067 | $1.50M | 0.0% | +10.5% | 4.351% | |
1/27/2025 | Money Concepts Capital Corp | 11,826 | $467K | 0.0% | -21.9% | 1.352% | |
1/21/2025 | RFG Advisory LLC | 89,647 | $3.54M | 0.1% | -2.3% | 10.245% | |
1/15/2025 | Kaye Capital Management | 328,026 | $12.94M | 5.9% | -1.7% | 37.489% | |
11/25/2024 | Sanctuary Advisors LLC | 7,112 | $282K | 0.0% | N/A | 0.813% | |
11/12/2024 | Centaurus Financial Inc. | 36,189 | $1.40M | 0.1% | +1,214.1% | 4.136% | |
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11/12/2024 | Jim Saulnier & Associates LLC | 33,655 | $1.30M | 1.3% | N/A | 3.846% | |
11/5/2024 | Harbour Investments Inc. | 6,406 | $248K | 0.0% | +552.3% | 0.732% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 8,548 | $331K | 0.0% | -9.3% | 0.977% | |
10/22/2024 | McAdam LLC | 5,321 | $206K | 0.0% | N/A | 0.608% | |
10/21/2024 | Kaye Capital Management | 333,596 | $12.91M | 5.2% | +2,344.3% | 38.125% | |
10/17/2024 | RFG Advisory LLC | 91,784 | $3.55M | 0.1% | N/A | 10.490% | |
10/9/2024 | Nvest Financial LLC | 7,834 | $303K | 0.2% | N/A | 0.895% | |
9/23/2024 | Centaurus Financial Inc. | 2,754 | $102K | 0.0% | -52.9% | 0.315% | |
8/22/2024 | Cetera Investment Advisers | 43,488 | $1.61M | 0.0% | +15.0% | 4.970% | |
8/13/2024 | AE Wealth Management LLC | 910,867 | $33.70M | 0.3% | +3,535.5% | 104.099% | |
7/31/2024 | Commonwealth Equity Services LLC | 156,867 | $5.80M | 0.0% | +18.0% | 17.928% | |
7/22/2024 | Focus Financial Network Inc. | 8,763 | $329K | 0.0% | +21.3% | 1.001% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 9,428 | $349K | 0.0% | N/A | 1.077% | |
7/10/2024 | Csenge Advisory Group | 5,552 | $205K | 0.0% | N/A | 0.635% | |
5/24/2024 | Cetera Advisors LLC | 11,802 | $423K | 0.0% | -4.1% | 1.349% | |
5/10/2024 | Osaic Holdings Inc. | 269,706 | $9.67M | 0.0% | -46.2% | 29.967% | |
4/29/2024 | Commonwealth Equity Services LLC | 132,905 | $4.77M | 0.0% | -41.7% | 14.767% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 8,220 | $295K | 0.0% | +4.0% | 0.822% | |
4/19/2024 | Kaye Capital Management | 14,720 | $528K | 0.2% | -11.4% | 1.472% | |
2/26/2024 | Centaurus Financial Inc. | 6,323 | $212K | 0.0% | -9.5% | 0.297% | |
2/13/2024 | Lloyd Advisory Services LLC. | 45,443 | $1.53M | 0.7% | N/A | 2.133% | |
2/12/2024 | Focus Financial Network Inc. ADV | 7,227 | $243K | 0.0% | N/A | 0.339% | |
2/2/2024 | Atria Wealth Solutions Inc. | 16,939 | $569K | 0.0% | -14.5% | 0.795% | |
1/29/2024 | Kaye Capital Management | 16,613 | $567K | 0.3% | -10.9% | 0.780% | |
1/26/2024 | B.O.S.S. Retirement Advisors LLC | 22,894 | $769K | 0.1% | +9.0% | 1.075% | |
1/18/2024 | Great Lakes Retirement Inc. | 11,460 | $385K | 0.1% | -18.8% | 0.538% | |
1/8/2024 | B.O.S.S. Retirement Advisors LLC | 19,896 | $614K | 0.1% | -5.3% | 0.934% | |
11/8/2023 | Atria Wealth Solutions Inc. | 19,821 | $612K | 0.0% | -22.1% | 0.931% | |
11/8/2023 | Avantax Advisory Services Inc. | 6,638 | $205K | 0.0% | N/A | 0.312% | |
11/7/2023 | Kaye Capital Management | 18,640 | $575K | 0.3% | N/A | 0.875% | |
11/6/2023 | Authentikos Wealth Advisory LLC | 7,052 | $218K | 0.2% | N/A | 0.331% | |
11/6/2023 | Corrado Advisors LLC | 48,181 | $1.49M | 1.0% | -1.3% | 2.262% | |
11/1/2023 | Money Concepts Capital Corp | 15,427 | $476K | 0.1% | +8.7% | 0.724% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 6,939 | $214K | 0.1% | N/A | 0.326% | |
10/23/2023 | Commonwealth Equity Services LLC | 229,253 | $7.07M | 0.0% | +66.4% | 10.763% | |
10/17/2023 | B.O.S.S. Retirement Advisors LLC | 21,009 | $648K | 0.1% | N/A | 0.986% | |
10/12/2023 | AdvisorNet Financial Inc | 1,000 | $31K | 0.0% | +100.0% | 0.047% | |
10/11/2023 | AE Wealth Management LLC | 1,234,800 | $38.10M | 0.2% | +49.1% | 57.972% | |
8/10/2023 | Osaic Holdings Inc. | 82,941 | $2.62M | 0.0% | +5.2% | 3.894% | |
8/10/2023 | Commonwealth Equity Services LLC | 137,807 | $4.36M | 0.0% | +197.3% | 6.470% | |
8/10/2023 | Corrado Advisors LLC | 48,818 | $1.55M | 1.1% | N/A | 2.292% | |
8/10/2023 | Cetera Advisors LLC | 8,762 | $277K | 0.0% | +16.7% | 0.411% | |
8/10/2023 | Cetera Advisor Networks LLC | 22,776 | $721K | 0.0% | -4.1% | 1.069% | |
8/8/2023 | Allianz Investment Management U.S. LLC | 1,310 | $41K | 0.0% | N/A | 0.062% | |
8/3/2023 | Atria Wealth Solutions Inc. | 25,440 | $805K | 0.0% | +143.0% | 1.194% | |
8/1/2023 | Money Concepts Capital Corp | 14,186 | $449K | 0.0% | N/A | 0.666% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 1,500 | $47K | 0.0% | N/A | 0.077% | |
7/10/2023 | AE Wealth Management LLC | 828,175 | $26.20M | 0.2% | N/A | 42.471% | |
6/14/2023 | Atria Wealth Solutions Inc. | 10,470 | $290K | 0.0% | N/A | 0.537% | |