11/15/2024 | Orion Portfolio Solutions LLC | 24,512 | $1.93M | 0.0% | +5.8% | 0.085% | |
11/15/2024 | Jane Street Group LLC | 6,471 | $510K | 0.0% | N/A | 0.022% | |
11/15/2024 | Integrated Wealth Concepts LLC | 43,666 | $3.44M | 0.0% | +11.4% | 0.152% | |
11/13/2024 | FMR LLC | 3,624 | $286K | 0.0% | +22.9% | 0.013% | |
11/9/2024 | LPL Financial LLC | 5,121,925 | $403.66M | 0.2% | -1.3% | 17.784% | |
11/4/2024 | Axxcess Wealth Management LLC | 2,875 | $227K | 0.0% | -24.3% | 0.010% | |
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11/1/2024 | Bensler LLC | 3,285 | $259K | 0.0% | +16.4% | 0.011% | |
10/30/2024 | Maia Wealth LLC | 47,501 | $3.78M | 0.9% | -4.5% | 0.165% | |
10/30/2024 | Beacon Financial Advisory LLC | 3,944 | $311K | 0.1% | N/A | 0.014% | |
10/29/2024 | Farther Finance Advisors LLC | 831 | $65K | 0.0% | +315.5% | 0.003% | |
10/28/2024 | Principal Securities Inc. | 932,801 | $73.51M | 1.8% | +5.7% | 3.239% | |
10/25/2024 | Worth Financial Advisory Group LLC | 12,301 | $969K | 0.6% | +6.8% | 0.043% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 2,872 | $226K | 0.0% | -32.2% | 0.010% | |
10/22/2024 | Private Advisor Group LLC | 17,103 | $1.35M | 0.0% | -15.2% | 0.059% | |
10/18/2024 | Accurate Wealth Management LLC | 7,752 | $618K | 0.1% | +168.8% | 0.027% | |
10/16/2024 | Global Retirement Partners LLC | 12,092 | $953K | 0.0% | -3.0% | 0.042% | |
9/5/2024 | Sanctuary Advisors LLC | 209,271 | $14.61M | 0.1% | N/A | 0.727% | |
8/22/2024 | Cetera Investment Advisers | 604,521 | $45.19M | 0.1% | +2.3% | 2.099% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 3,694 | $276K | 0.0% | N/A | 0.013% | |
8/16/2024 | Regal Investment Advisors LLC | 25,255 | $1.89M | 0.1% | -1.9% | 0.088% | |
8/16/2024 | NewEdge Advisors LLC | 30,416 | $2.27M | 0.0% | +2.0% | 0.106% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 2,952 | $221K | 0.0% | N/A | 0.010% | |
8/9/2024 | ICA Group Wealth Management LLC | 695 | $52K | 0.0% | -97.6% | 0.002% | |
8/8/2024 | Envestnet Asset Management Inc. | 2,180,398 | $163.01M | 0.1% | +3.7% | 7.571% | |
8/8/2024 | LPL Financial LLC | 5,188,814 | $387.92M | 0.2% | +2.8% | 18.017% | |
8/6/2024 | Ausdal Financial Partners Inc. | 8,144 | $609K | 0.1% | +9.4% | 0.028% | |
8/5/2024 | Private Advisor Group LLC | 20,174 | $1.51M | 0.0% | -18.5% | 0.070% | |
7/31/2024 | Commonwealth Equity Services LLC | 87,911 | $6.57M | 0.0% | -1.4% | 0.305% | |
7/26/2024 | Worth Financial Advisory Group LLC | 11,516 | $861K | 0.6% | -5.6% | 0.040% | |
7/26/2024 | Bensler LLC | 2,823 | $211K | 0.0% | N/A | 0.010% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 53,202 | $3.98M | 0.0% | -25.8% | 0.185% | |
7/26/2024 | Bank of New York Mellon Corp | 91,384 | $6.83M | 0.0% | -1.1% | 0.317% | |
7/22/2024 | Atria Wealth Solutions Inc. | 118,272 | $8.84M | 0.1% | +4.2% | 0.411% | |
7/19/2024 | Raymond James & Associates | 22,386 | $1.67M | 0.0% | -8.3% | 0.078% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 627,296 | $46.90M | 0.2% | +2.5% | 2.178% | |
7/16/2024 | Maia Wealth LLC | 49,757 | $3.84M | 1.2% | N/A | 0.173% | |
7/15/2024 | SMI Advisory Services LLC | 2,805 | $214K | 0.1% | N/A | 0.010% | |
7/10/2024 | CWM LLC | 1,127 | $84K | 0.0% | N/A | 0.004% | |
5/24/2024 | Cetera Advisor Networks LLC | 229,531 | $16.48M | 0.1% | -11.2% | 0.797% | |
5/24/2024 | Cetera Advisors LLC | 33,120 | $2.38M | 0.0% | +29.1% | 0.115% | |
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5/24/2024 | Cetera Investment Advisers | 591,159 | $42.43M | 0.1% | +77.4% | 2.053% | |
5/9/2024 | Orion Portfolio Solutions LLC | 22,917 | $1.65M | 0.0% | +5.9% | 0.080% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 611,709 | $43.91M | 0.2% | +1.0% | 2.335% | |
4/30/2024 | Private Advisor Group LLC | 24,766 | $1.78M | 0.0% | +80.6% | 0.095% | |
4/30/2024 | Perigon Wealth Management LLC | 14,866 | $1.07M | 0.0% | +3.6% | 0.057% | |
4/29/2024 | Commonwealth Equity Services LLC | 89,131 | $6.40M | 0.0% | +126.3% | 0.340% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 71,713 | $5.15M | 0.0% | -20.1% | 0.274% | |
4/23/2024 | Global Retirement Partners LLC | 14,334 | $1.03M | 0.0% | -9.6% | 0.055% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 41,923 | $3.01M | 0.0% | -9.1% | 0.160% | |
2/14/2024 | Regal Investment Advisors LLC | 21,388 | $1.40M | 0.1% | +3.2% | 0.134% | |
2/13/2024 | Envestnet Asset Management Inc. | 2,063,565 | $134.85M | 0.1% | -2.1% | 12.897% | |
2/13/2024 | Cetera Advisor Networks LLC | 258,471 | $16.89M | 0.1% | +1.0% | 1.615% | |
2/9/2024 | Orion Portfolio Solutions LLC | 21,634 | $1.41M | 0.0% | -3.5% | 0.135% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 89,710 | $5.86M | 0.0% | -12.9% | 0.561% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 605,535 | $39.57M | 0.2% | -1.4% | 3.785% | |
2/7/2024 | Principal Securities Inc. | 797,625 | $52.13M | 1.9% | N/A | 4.985% | |
2/6/2024 | Lincoln National Corp | 7,153 | $467K | 0.0% | N/A | 0.045% | |
2/6/2024 | Private Advisor Group LLC | 13,710 | $896K | 0.0% | +14.1% | 0.086% | |
2/2/2024 | Herold Advisors Inc. | 5,797 | $379K | 0.1% | -97.0% | 0.036% | |
2/2/2024 | Atria Wealth Solutions Inc. | 121,996 | $8.00M | 0.1% | -1.7% | 0.762% | |
1/24/2024 | Allworth Financial LP | 10,723 | $701K | 0.0% | -18.3% | 0.067% | |
1/19/2024 | Worth Financial Advisory Group LLC | 12,118 | $792K | 0.6% | +19.4% | 0.076% | |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 4,304 | $281K | 0.1% | -87.6% | 0.027% | |
1/18/2024 | Global Retirement Partners LLC | 15,848 | $1.04M | 0.0% | -11.4% | 0.099% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 46,139 | $3.02M | 0.0% | -3.9% | 0.288% | |
1/16/2024 | Raymond James & Associates | 50,362 | $3.29M | 0.0% | -38.5% | 0.315% | |
1/16/2024 | CoreCap Advisors LLC | 295,866 | $19.34M | 1.2% | +7.3% | 1.849% | |
1/11/2024 | Ausdal Financial Partners Inc. | 6,613 | $432K | 0.1% | +5.6% | 0.041% | |
11/15/2023 | Integrated Wealth Concepts LLC | 25,396 | $1.49M | 0.0% | +12.3% | 0.159% | |
11/15/2023 | Stone House Investment Management LLC | 4,848 | $284K | 0.1% | +40.5% | 0.030% | |
11/14/2023 | SMI Advisory Services LLC | 3,392 | $205K | 0.1% | N/A | 0.021% | |
11/13/2023 | LPL Financial LLC | 4,603,564 | $269.68M | 0.2% | +18.7% | 28.772% | |
11/13/2023 | Regal Investment Advisors LLC | 20,720 | $1.21M | 0.1% | +45.6% | 0.130% | |
11/13/2023 | Envestnet Asset Management Inc. | 2,107,450 | $123.45M | 0.1% | -6.2% | 13.172% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 614,033 | $35.97M | 0.2% | N/A | 3.838% | |
11/8/2023 | Herold Advisors Inc. | 190,238 | $11.14M | 3.4% | +16.1% | 1.189% | |
11/8/2023 | Atria Wealth Solutions Inc. | 124,142 | $7.27M | 0.1% | +24.3% | 0.776% | |
11/3/2023 | Private Advisor Group LLC | 12,021 | $704K | 0.0% | -9.9% | 0.075% | |
11/1/2023 | Orion Portfolio Solutions LLC | 22,413 | $1.31M | 0.0% | +35.6% | 0.140% | |
10/31/2023 | Allworth Financial LP | 13,125 | $769K | 0.0% | -13.5% | 0.082% | |
10/30/2023 | Perigon Wealth Management LLC | 14,362 | $841K | 0.0% | +15.7% | 0.090% | |
10/24/2023 | Bank of New York Mellon Corp | 89,321 | $5.23M | 0.0% | +21.8% | 0.558% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 48,017 | $2.81M | 0.0% | N/A | 0.300% | |
10/24/2023 | Raymond James & Associates | 81,872 | $4.80M | 0.0% | -6.8% | 0.512% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 103,022 | $6.04M | 0.0% | +15.3% | 0.644% | |
10/23/2023 | Commonwealth Equity Services LLC | 40,375 | $2.37M | 0.0% | -4.3% | 0.252% | |
10/19/2023 | Patriot Financial Group Insurance Agency LLC | 34,611 | $2.03M | 0.4% | -13.2% | 0.216% | |
10/13/2023 | Global Retirement Partners LLC | 17,892 | $1.04M | 0.1% | +36.2% | 0.112% | |
10/13/2023 | Worth Financial Advisory Group LLC | 10,150 | $595K | 0.5% | +86.3% | 0.063% | |
8/14/2023 | Perennial Investment Advisors LLC | 9,808 | $595K | 0.1% | +2.6% | 0.061% | |
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8/11/2023 | Regal Investment Advisors LLC | 14,233 | $864K | 0.1% | +6.5% | 0.089% | |
8/10/2023 | Osaic Holdings Inc. | 136,013 | $8.26M | 0.0% | -6.4% | 0.883% | |
8/10/2023 | Commonwealth Equity Services LLC | 42,206 | $2.56M | 0.0% | +9.9% | 0.274% | |
8/10/2023 | Private Advisor Group LLC | 13,347 | $836K | 0.0% | -20.2% | 0.087% | |
8/10/2023 | Cetera Advisors LLC | 23,576 | $1.43M | 0.0% | -10.4% | 0.153% | |
8/10/2023 | Cetera Advisor Networks LLC | 222,937 | $13.53M | 0.1% | -12.2% | 1.448% | |
8/10/2023 | Cetera Investment Advisers | 355,839 | $21.60M | 0.2% | +2.3% | 2.311% | |
8/4/2023 | Envestnet Asset Management Inc. | 2,246,460 | $136.34M | 0.1% | +3.0% | 14.587% | |
8/3/2023 | Atria Wealth Solutions Inc. | 99,884 | $6.06M | 0.1% | +40.2% | 0.649% | |
8/3/2023 | Bank of New York Mellon Corp | 73,327 | $4.45M | 0.0% | +0.9% | 0.476% | |