11/4/2024 | Core Wealth Partners LLC | 16,588 | $965K | 0.6% | -3.2% | 0.069% | |
11/1/2024 | Atria Investments Inc | 234,301 | $13.63M | 0.2% | +4.8% | 0.978% | |
11/1/2024 | Assetmark Inc. | 1,010 | $59K | 0.0% | +102.0% | 0.004% | |
10/29/2024 | Janney Montgomery Scott LLC | 394,186 | $22.92M | 0.1% | -1.4% | 1.646% | |
10/16/2024 | Cornerstone Wealth Management LLC | 86,326 | $5.02M | 0.4% | +1.1% | 0.360% | |
10/9/2024 | Christopher J. Hasenberg Inc | 123,473 | $7.17M | 3.0% | +12.4% | 0.516% | |
|
10/8/2024 | CWM LLC | 20,011 | $1.16M | 0.0% | +503.5% | 0.084% | |
10/8/2024 | Brookstone Capital Management | 136,826 | $7.96M | 0.1% | +2.3% | 0.571% | |
10/3/2024 | Park Avenue Securities LLC | 7,605 | $442K | 0.0% | +5.4% | 0.032% | |
9/5/2024 | Sanctuary Advisors LLC | 1,243,257 | $63.80M | 0.5% | N/A | 5.191% | |
8/22/2024 | Cetera Investment Advisers | 232,002 | $12.90M | 0.0% | -10.1% | 0.969% | |
8/16/2024 | Susquehanna International Group LLP | 85,808 | $4.77M | 0.0% | +51.5% | 0.358% | |
8/8/2024 | Envestnet Asset Management Inc. | 101,802 | $5.66M | 0.0% | -26.1% | 0.425% | |
8/6/2024 | Cullen Frost Bankers Inc. | 1,881 | $105K | 0.0% | N/A | 0.008% | |
8/6/2024 | Howard Capital Management Inc. | 29,085 | $1.62M | 0.2% | +3.2% | 0.121% | |
7/31/2024 | Commonwealth Equity Services LLC | 14,298 | $795K | 0.0% | -10.0% | 0.060% | |
7/30/2024 | International Assets Investment Management LLC | 618 | $34K | 0.0% | N/A | 0.003% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 82,462 | $4.58M | 0.0% | +24.6% | 0.344% | |
7/26/2024 | Bank of New York Mellon Corp | 803,418 | $44.65M | 0.0% | +10.5% | 3.355% | |
7/25/2024 | Christopher J. Hasenberg Inc | 109,868 | $6.11M | 2.8% | +5.0% | 0.459% | |
7/22/2024 | Atria Wealth Solutions Inc. | 21,217 | $1.18M | 0.0% | +27.4% | 0.089% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 1,381,170 | $76.77M | 0.1% | +0.0% | 5.767% | |
7/18/2024 | Brookstone Capital Management | 133,720 | $7.56M | 0.1% | -13.6% | 0.558% | |
7/16/2024 | Cornerstone Wealth Management LLC | 85,356 | $4.74M | 0.4% | +3.8% | 0.356% | |
7/16/2024 | Key Client Fiduciary Advisors LLC | 10,650 | $592K | 0.3% | -15.1% | 0.044% | |
7/10/2024 | CWM LLC | 3,316 | $184K | 0.0% | -6.7% | 0.014% | |
5/24/2024 | Cetera Advisors LLC | 89,881 | $4.79M | 0.0% | +1,916.6% | 0.375% | |
5/24/2024 | Cetera Investment Advisers | 258,181 | $13.75M | 0.0% | +98.6% | 1.078% | |
5/21/2024 | Atria Investments Inc | 223,226 | $11.89M | 0.2% | +8.8% | 0.932% | |
5/7/2024 | Concurrent Investment Advisors LLC | 3,785 | $202K | 0.0% | N/A | 0.016% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 11,809 | $629K | 0.0% | +8.2% | 0.049% | |
5/4/2024 | Geneos Wealth Management Inc. | 27,482 | $1.46M | 0.1% | +1.5% | 0.115% | |
5/1/2024 | Janney Montgomery Scott LLC | 398,974 | $21.25M | 0.1% | +6.1% | 1.666% | |
4/30/2024 | Commonwealth Equity Services LLC | 15,888 | $846K | 0.0% | +2.8% | 0.066% | |
4/26/2024 | Bogart Wealth LLC | 18,803 | $1.00M | 0.1% | -4.6% | 0.079% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 66,192 | $3.53M | 0.0% | -29.3% | 0.276% | |
4/25/2024 | Christopher J. Hasenberg Inc | 104,681 | $5.57M | 2.7% | +0.3% | 0.437% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,380,603 | $73.52M | 0.1% | -43.1% | 5.765% | |
4/19/2024 | Core Wealth Partners LLC | 17,533 | $934K | 0.7% | +4.9% | 0.085% | |
4/19/2024 | Cornerstone Wealth Management LLC | 82,228 | $4.38M | 0.4% | +3.5% | 0.399% | |
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4/16/2024 | Lockerman Financial Group Inc. | 5,589 | $298K | 0.6% | -6.1% | 0.027% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 129,808 | $6.91M | 0.2% | -1.3% | 0.630% | |
4/15/2024 | Brookstone Capital Management | 154,796 | $8.24M | 0.1% | +4.0% | 0.751% | |
4/10/2024 | Park Avenue Securities LLC | 6,767 | $360K | 0.0% | +5.7% | 0.033% | |
2/13/2024 | Cetera Advisor Networks LLC | 104,580 | $4.99M | 0.0% | -2.8% | 0.508% | |
2/13/2024 | Christopher J. Hasenberg Inc | 104,362 | $4.98M | 2.8% | N/A | 0.507% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 93,614 | $4.47M | 0.0% | +58.3% | 0.454% | |
2/9/2024 | Franklin Resources Inc. | 9,519,384 | $454.27M | 0.2% | +7.7% | 46.211% | |
2/9/2024 | Wells Fargo & Company MN | 140,620 | $6.71M | 0.0% | +2.2% | 0.683% | |
2/8/2024 | Janney Montgomery Scott LLC | 376,167 | $17.95M | 0.1% | +38.2% | 1.826% | |
2/8/2024 | Core Wealth Partners LLC | 16,713 | $798K | 0.7% | -1.9% | 0.081% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 10,910 | $521K | 0.0% | +54.2% | 0.053% | |
2/7/2024 | Bogart Wealth LLC | 19,702 | $940K | 0.1% | -6.5% | 0.096% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 131,480 | $6.27M | 0.2% | +1.8% | 0.638% | |
2/2/2024 | Atria Wealth Solutions Inc. | 16,939 | $808K | 0.0% | +12.6% | 0.082% | |
1/30/2024 | Howard Capital Management Inc. | 24,653 | $1.18M | 0.1% | +117.4% | 0.120% | |
1/26/2024 | Geneos Wealth Management Inc. | 27,086 | $1.29M | 0.1% | +1.9% | 0.131% | |
1/25/2024 | International Assets Investment Management LLC | 21,243 | $1.01M | 0.0% | N/A | 0.103% | |
1/24/2024 | International Assets Investment Management LLC | 21,243 | $1.01M | 0.0% | N/A | 0.103% | |
1/18/2024 | Lockerman Financial Group Inc. | 5,949 | $284K | 0.7% | +8.1% | 0.029% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 2,426,965 | $115.82M | 0.2% | +3.0% | 11.781% | |
1/16/2024 | Raymond James & Associates | 16,551 | $790K | 0.0% | +107.4% | 0.080% | |
1/11/2024 | Brookstone Capital Management | 148,905 | $7.11M | 0.1% | +2.1% | 0.723% | |
1/10/2024 | Cornerstone Wealth Management LLC | 79,484 | $3.79M | 0.3% | +1,224.1% | 0.386% | |
1/9/2024 | Key Client Fiduciary Advisors LLC | 12,550 | $599K | 0.3% | +4.1% | 0.061% | |
11/13/2023 | Mariner LLC | 46,028 | $1.98M | 0.0% | -3.2% | 0.223% | |
11/13/2023 | LPL Financial LLC | 204,124 | $8.79M | 0.0% | +6.4% | 0.991% | |
11/13/2023 | Envestnet Asset Management Inc. | 123,433 | $5.32M | 0.0% | -2.7% | 0.599% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 7,075 | $305K | 0.0% | N/A | 0.034% | |
11/13/2023 | Kestra Advisory Services LLC | 52,730 | $2.27M | 0.0% | +1.4% | 0.256% | |
11/9/2023 | UBS Group AG | 112,392 | $4.84M | 0.0% | -4.0% | 0.546% | |
11/8/2023 | Janney Montgomery Scott LLC | 272,175 | $11.72M | 0.0% | +6.2% | 1.321% | |
11/7/2023 | Atria Investments Inc | 165,172 | $7.11M | 0.1% | +379.4% | 0.802% | |
11/6/2023 | Lincoln National Corp | 8,561 | $369K | 0.0% | -4.7% | 0.042% | |
10/26/2023 | Park Avenue Securities LLC | 6,046 | $260K | 0.0% | N/A | 0.029% | |
10/24/2023 | Bank of New York Mellon Corp | 616,059 | $26.53M | 0.0% | +15.0% | 2.991% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 2,356,471 | $101.49M | 0.2% | +7.3% | 11.439% | |
10/24/2023 | Raymond James & Associates | 7,979 | $344K | 0.0% | +49.8% | 0.039% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 59,127 | $2.55M | 0.0% | -38.2% | 0.287% | |
10/20/2023 | Brookstone Capital Management | 145,867 | $6.28M | 0.1% | +3.0% | 0.708% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 129,130 | $5.56M | 0.3% | +1.7% | 0.627% | |
10/11/2023 | Geneos Wealth Management Inc. | 26,589 | $1.15M | 0.1% | +792.5% | 0.129% | |
8/11/2023 | Kestra Advisory Services LLC | 52,000 | $2.33M | 0.0% | -3.8% | 0.252% | |
8/11/2023 | Franklin Resources Inc. | 9,617,790 | $430.59M | 0.2% | -6.5% | 46.688% | |
8/10/2023 | Cetera Advisor Networks LLC | 107,724 | $4.82M | 0.0% | +1.6% | 0.527% | |
8/10/2023 | Cetera Investment Advisers | 167,943 | $7.52M | 0.1% | +2.3% | 0.821% | |
8/8/2023 | Geneos Wealth Management Inc. | 2,979 | $133K | 0.0% | -11.0% | 0.015% | |
8/7/2023 | Vestmark Advisory Solutions Inc. | 7,242 | $324K | 0.0% | +8.9% | 0.035% | |
8/7/2023 | Lincoln National Corp | 8,983 | $402K | 0.0% | -18.9% | 0.044% | |
8/4/2023 | Envestnet Asset Management Inc. | 126,802 | $5.68M | 0.0% | +5.0% | 0.620% | |
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8/4/2023 | Atria Investments Inc | 34,451 | $1.54M | 0.0% | N/A | 0.168% | |
8/3/2023 | Atria Wealth Solutions Inc. | 14,821 | $666K | 0.0% | -49.2% | 0.072% | |
8/3/2023 | Bank of New York Mellon Corp | 535,903 | $23.99M | 0.0% | N/A | 2.621% | |
8/3/2023 | Howard Capital Management Inc. | 9,498 | $427K | 0.1% | N/A | 0.046% | |
7/31/2023 | LPL Financial LLC | 191,902 | $8.59M | 0.0% | -3.2% | 0.938% | |
7/31/2023 | Bogart Wealth LLC | 21,093 | $944K | 0.1% | -19.1% | 0.103% | |
7/26/2023 | Janney Montgomery Scott LLC | 256,394 | $11.48M | 0.0% | +7.3% | 1.254% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 2,197,118 | $98.37M | 0.2% | -7.0% | 10.744% | |
7/25/2023 | Raymond James & Associates | 5,325 | $238K | 0.0% | +7.3% | 0.026% | |
7/20/2023 | International Assets Investment Management LLC | 97,706 | $2.56M | 0.3% | N/A | 0.478% | |