11/1/2024 | Atria Investments Inc | 422,129 | $9.29M | 0.1% | +7.8% | 0.498% | |
11/1/2024 | Assetmark Inc. | 287,065 | $6.32M | 0.0% | +48.0% | 0.339% | |
10/29/2024 | Janney Montgomery Scott LLC | 2,259,391 | $49.73M | 0.1% | +8.0% | 2.668% | |
10/23/2024 | Allworth Financial LP | 759,592 | $16.72M | 0.1% | -2.3% | 0.897% | |
10/23/2024 | Bogart Wealth LLC | 316,659 | $6.97M | 0.3% | +7.4% | 0.374% | |
10/23/2024 | CENTRAL TRUST Co | 60,757 | $1.34M | 0.0% | +4.9% | 0.072% | |
|
10/22/2024 | Private Advisor Group LLC | 159,714 | $3.52M | 0.0% | -1.7% | 0.189% | |
10/3/2024 | Park Avenue Securities LLC | 21,355 | $470K | 0.0% | +31.8% | 0.025% | |
9/5/2024 | Sanctuary Advisors LLC | 2,081,969 | $43.22M | 0.3% | N/A | 2.458% | |
8/27/2024 | Clearbridge Investments LLC | 29,890 | $632K | 0.0% | +5.3% | 0.035% | |
8/22/2024 | Cetera Investment Advisers | 185,447 | $3.92M | 0.0% | +3.5% | 0.219% | |
8/8/2024 | Envestnet Asset Management Inc. | 833,507 | $17.61M | 0.0% | +3.8% | 0.984% | |
8/6/2024 | Cullen Frost Bankers Inc. | 13,017 | $275K | 0.0% | N/A | 0.015% | |
8/5/2024 | Private Advisor Group LLC | 162,410 | $3.43M | 0.0% | -18.6% | 0.192% | |
7/30/2024 | Hantz Financial Services Inc. | 1,894,008 | $40.02M | 0.8% | N/A | 2.236% | |
7/26/2024 | Bank of New York Mellon Corp | 1,304,022 | $27.55M | 0.0% | +8.6% | 1.540% | |
7/24/2024 | Slagle Financial LLC | 50,644 | $1.07M | 0.5% | -1.4% | 0.060% | |
7/22/2024 | Atria Wealth Solutions Inc. | 89,987 | $1.90M | 0.0% | +41.8% | 0.106% | |
7/17/2024 | Lockerman Financial Group Inc. | 25,514 | $539K | 1.0% | -15.3% | 0.030% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 124,404 | $2.63M | 0.0% | +33.8% | 0.147% | |
7/16/2024 | Cooper Financial Group | 37,965 | $802K | 0.1% | +288.3% | 0.045% | |
5/24/2024 | Cetera Investment Advisers | 179,091 | $3.82M | 0.0% | +40.6% | 0.211% | |
5/21/2024 | Atria Investments Inc | 404,502 | $8.63M | 0.1% | +14.9% | 0.478% | |
5/16/2024 | Slagle Financial LLC | 51,357 | $1.10M | 0.6% | -44.9% | 0.061% | |
5/13/2024 | Clearbridge Investments LLC | 28,388 | $606K | 0.0% | +3.2% | 0.034% | |
5/7/2024 | Smithfield Trust Co | 2,400 | $51K | 0.0% | -82.7% | 0.003% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 92,988 | $1.98M | 0.0% | +21.6% | 0.110% | |
5/4/2024 | Geneos Wealth Management Inc. | 34,650 | $739K | 0.0% | -22.1% | 0.041% | |
5/1/2024 | Janney Montgomery Scott LLC | 1,829,000 | $39.03M | 0.1% | +9.7% | 2.166% | |
4/30/2024 | Private Advisor Group LLC | 199,593 | $4.26M | 0.0% | -14.3% | 0.236% | |
4/26/2024 | Bogart Wealth LLC | 302,952 | $6.47M | 0.3% | -86.8% | 0.359% | |
4/24/2024 | CENTRAL TRUST Co | 41,559 | $887K | 0.0% | -27.9% | 0.049% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 84,725 | $1.81M | 0.0% | -4.3% | 0.100% | |
4/16/2024 | Lockerman Financial Group Inc. | 30,108 | $643K | 1.2% | -2.9% | 0.041% | |
4/11/2024 | Cooper Financial Group | 9,777 | $209K | 0.0% | -10.8% | 0.013% | |
4/10/2024 | Park Avenue Securities LLC | 13,931 | $297K | 0.0% | -12.4% | 0.019% | |
3/5/2024 | Slagle Financial LLC | 93,282 | $2.02M | 0.2% | +95.0% | 0.127% | |
2/9/2024 | Franklin Resources Inc. | 58,540,004 | $1.27B | 0.6% | -7.1% | 79.918% | |
2/8/2024 | Janney Montgomery Scott LLC | 1,667,571 | $36.05M | 0.1% | +22.7% | 2.277% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 76,482 | $1.65M | 0.0% | +11.0% | 0.104% | |
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2/7/2024 | Smithfield Trust Co | 13,900 | $301K | 0.0% | N/A | 0.019% | |
2/7/2024 | Bogart Wealth LLC | 2,294,567 | $49.61M | 2.8% | +3.8% | 3.133% | |
2/6/2024 | Private Advisor Group LLC | 232,979 | $5.04M | 0.0% | +39.2% | 0.318% | |
2/2/2024 | Atria Wealth Solutions Inc. | 54,184 | $1.17M | 0.0% | +6.2% | 0.074% | |
1/26/2024 | Geneos Wealth Management Inc. | 44,457 | $961K | 0.0% | -9.9% | 0.061% | |
1/25/2024 | International Assets Investment Management LLC | 24,431 | $528K | 0.0% | N/A | 0.033% | |
1/24/2024 | CENTRAL TRUST Co | 57,612 | $1.25M | 0.0% | +31.9% | 0.079% | |
1/24/2024 | Allworth Financial LP | 790,239 | $17.09M | 0.1% | +650.5% | 1.079% | |
1/24/2024 | International Assets Investment Management LLC | 24,431 | $528K | 0.0% | N/A | 0.033% | |
1/18/2024 | Lockerman Financial Group Inc. | 31,003 | $670K | 1.5% | -4.5% | 0.042% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 88,487 | $1.91M | 0.0% | N/A | 0.121% | |
1/16/2024 | Cooper Financial Group | 10,964 | $237K | 0.0% | -10.1% | 0.015% | |
11/13/2023 | LPL Financial LLC | 169,306 | $3.47M | 0.0% | -19.4% | 0.231% | |
11/13/2023 | Clearbridge Investments LLC | 27,513 | $564K | 0.0% | +6.3% | 0.038% | |
11/13/2023 | Envestnet Asset Management Inc. | 801,008 | $16.43M | 0.0% | +30.7% | 1.094% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 68,903 | $1.41M | 0.0% | N/A | 0.094% | |
11/8/2023 | Janney Montgomery Scott LLC | 1,358,880 | $27.87M | 0.1% | +9.9% | 1.855% | |
11/8/2023 | Atria Wealth Solutions Inc. | 51,023 | $1.05M | 0.0% | +13.9% | 0.070% | |
11/7/2023 | Atria Investments Inc | 272,576 | $5.59M | 0.1% | +368.3% | 0.372% | |
11/3/2023 | Private Advisor Group LLC | 167,412 | $3.43M | 0.0% | +87.8% | 0.229% | |
10/31/2023 | Allworth Financial LP | 105,301 | $2.16M | 0.0% | -50.1% | 0.144% | |
10/30/2023 | Bogart Wealth LLC | 2,210,842 | $45.34M | 2.8% | +1.7% | 3.018% | |
10/26/2023 | CENTRAL TRUST Co | 43,667 | $896K | 0.0% | +3.7% | 0.060% | |
10/26/2023 | Park Avenue Securities LLC | 15,511 | $318K | 0.0% | +46.4% | 0.021% | |
10/24/2023 | Bank of New York Mellon Corp | 970,680 | $19.91M | 0.0% | +11.8% | 1.325% | |
10/13/2023 | Cooper Financial Group | 12,197 | $250K | 0.1% | N/A | 0.017% | |
10/11/2023 | Geneos Wealth Management Inc. | 49,331 | $1.01M | 0.1% | +263.2% | 0.067% | |
10/11/2023 | AE Wealth Management LLC | 47,668 | $978K | 0.0% | +5.3% | 0.065% | |
8/14/2023 | Slagle Financial LLC | 45,273 | $969K | 0.6% | N/A | 0.062% | |
8/11/2023 | Franklin Resources Inc. | 62,177,298 | $1.33B | 0.6% | +3.2% | 84.884% | |
8/10/2023 | Osaic Holdings Inc. | 387,636 | $8.30M | 0.0% | +51.4% | 0.529% | |
8/10/2023 | Private Advisor Group LLC | 89,151 | $1.91M | 0.0% | +66.4% | 0.122% | |
8/10/2023 | Cetera Advisor Networks LLC | 43,167 | $924K | 0.0% | +18.2% | 0.059% | |
8/10/2023 | Cetera Investment Advisers | 132,889 | $2.84M | 0.0% | +4.3% | 0.185% | |
8/8/2023 | Prospera Financial Services Inc | 14,350 | $307K | 0.0% | -17.5% | 0.020% | |
8/7/2023 | Vestmark Advisory Solutions Inc. | 44,237 | $947K | 0.0% | +14.6% | 0.061% | |
8/4/2023 | Envestnet Asset Management Inc. | 612,627 | $13.11M | 0.0% | +32.7% | 0.851% | |
8/4/2023 | Atria Investments Inc | 58,201 | $1.25M | 0.0% | N/A | 0.081% | |
8/3/2023 | Atria Wealth Solutions Inc. | 44,791 | $959K | 0.0% | +253.9% | 0.062% | |
8/3/2023 | Bank of New York Mellon Corp | 867,926 | $18.57M | 0.0% | N/A | 1.205% | |
7/31/2023 | LPL Financial LLC | 210,143 | $4.50M | 0.0% | +77.9% | 0.292% | |
7/31/2023 | Bogart Wealth LLC | 2,174,140 | $46.53M | 2.9% | +5.6% | 3.020% | |
7/26/2023 | CENTRAL TRUST Co | 42,129 | $902K | 0.0% | -7.3% | 0.059% | |
7/26/2023 | Janney Montgomery Scott LLC | 1,237,007 | $26.47M | 0.1% | +9.2% | 1.718% | |
7/18/2023 | Allworth Financial LP | 211,132 | $4.52M | 0.0% | -3.0% | 0.293% | |
7/14/2023 | Park Avenue Securities LLC | 10,595 | $227K | 0.0% | N/A | 0.015% | |
7/10/2023 | AE Wealth Management LLC | 45,273 | $969K | 0.0% | N/A | 0.063% | |
5/12/2023 | Franklin Resources Inc. | 60,235,512 | $1.31B | 0.7% | -4.1% | 88.322% | |
5/12/2023 | Clearbridge Investments LLC | 25,879 | $563K | 0.0% | N/A | 0.038% | |
5/11/2023 | Envestnet Asset Management Inc. | 461,527 | $10.03M | 0.0% | +16.0% | 0.677% | |
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5/10/2023 | Lockerman Financial Group Inc. | 32,534 | $707K | 1.9% | -1.6% | 0.048% | |
5/10/2023 | Private Advisor Group LLC | 53,565 | $1.16M | 0.0% | N/A | 0.079% | |
5/9/2023 | Vestmark Advisory Solutions Inc. | 38,605 | $839K | 0.0% | +36.1% | 0.057% | |
4/28/2023 | Janney Montgomery Scott LLC | 1,132,607 | $24.62M | 0.1% | +14.0% | 1.661% | |
4/27/2023 | Simplicity Solutions LLC | 10,568 | $230K | 0.0% | -44.1% | 0.015% | |
4/21/2023 | Bogart Wealth LLC | 2,058,252 | $44.74M | 3.0% | +5.9% | 3.018% | |
4/19/2023 | CENTRAL TRUST Co | 45,460 | $988K | 0.0% | +71.4% | 0.067% | |
4/18/2023 | Allworth Financial LP | 217,648 | $4.73M | 0.0% | +8.8% | 0.319% | |
2/10/2023 | Franklin Resources Inc. | 62,820,681 | $1.33B | 0.7% | +1.2% | 90.389% | |
2/10/2023 | Advisor Group Holdings Inc. | 266,024 | $5.63M | 0.0% | +55.0% | 0.383% | |