10/30/2024 | Maia Wealth LLC | 23,081 | $953K | 0.2% | -15.6% | 0.222% | |
10/28/2024 | Principal Securities Inc. | 702,848 | $29.87M | 0.7% | -3.2% | 6.758% | |
10/24/2024 | Bristlecone Advisors LLC | 200,110 | $8.51M | 0.7% | +23.2% | 1.924% | |
10/22/2024 | David Kennon Inc | 194,069 | $8.25M | 3.2% | +2.6% | 1.866% | |
10/22/2024 | Private Advisor Group LLC | 20,067 | $853K | 0.0% | -11.3% | 0.193% | |
9/5/2024 | Sanctuary Advisors LLC | 13,325 | $534K | 0.0% | N/A | 0.128% | |
|
8/22/2024 | Cetera Investment Advisers | 574,908 | $23.45M | 0.1% | +3.1% | 5.528% | |
8/16/2024 | Regal Investment Advisors LLC | 17,791 | $726K | 0.0% | -1.6% | 0.171% | |
8/8/2024 | Envestnet Asset Management Inc. | 1,944,339 | $79.31M | 0.0% | +3.9% | 18.696% | |
8/8/2024 | CoreCap Advisors LLC | 71,104 | $2.90M | 0.3% | N/A | 0.684% | |
8/8/2024 | LPL Financial LLC | 3,893,201 | $158.81M | 0.1% | +2.0% | 37.435% | |
8/6/2024 | Ausdal Financial Partners Inc. | 11,327 | $462K | 0.0% | +4.2% | 0.109% | |
8/5/2024 | Private Advisor Group LLC | 22,616 | $923K | 0.0% | -20.5% | 0.217% | |
7/31/2024 | Commonwealth Equity Services LLC | 175,785 | $7.17M | 0.0% | -5.2% | 1.690% | |
7/31/2024 | Legacy Advisors LLC | 22,419 | $914K | 0.1% | -9.3% | 0.216% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 78,623 | $3.21M | 0.0% | -26.0% | 0.756% | |
7/26/2024 | Bank of New York Mellon Corp | 84,646 | $3.45M | 0.0% | -1.9% | 0.814% | |
7/26/2024 | Bristlecone Advisors LLC | 162,448 | $6.63M | 0.6% | +10.6% | 1.562% | |
7/25/2024 | David Kennon Inc | 189,085 | $7.71M | 3.2% | +2.5% | 1.818% | |
7/22/2024 | Atria Wealth Solutions Inc. | 149,960 | $6.12M | 0.1% | -3.1% | 1.442% | |
7/16/2024 | Maia Wealth LLC | 27,353 | $1.13M | 0.3% | N/A | 0.263% | |
5/24/2024 | Cetera Advisors LLC | 32,552 | $1.34M | 0.0% | -8.8% | 0.313% | |
5/24/2024 | Cetera Investment Advisers | 557,856 | $22.96M | 0.1% | +20.2% | 5.364% | |
5/16/2024 | Jane Street Group LLC | 129,289 | $5.32M | 0.0% | -27.3% | 1.243% | |
5/16/2024 | Redwood Investment Management LLC | 5,271 | $217K | 0.0% | -12.4% | 0.051% | |
5/9/2024 | Orion Portfolio Solutions LLC | 20,634 | $849K | 0.0% | -31.6% | 0.198% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 573,422 | $23.60M | 0.1% | -29.6% | 5.514% | |
4/30/2024 | Private Advisor Group LLC | 28,461 | $1.17M | 0.0% | +1.7% | 0.274% | |
4/30/2024 | Perigon Wealth Management LLC | 14,599 | $601K | 0.0% | -29.1% | 0.139% | |
4/29/2024 | Commonwealth Equity Services LLC | 185,423 | $7.63M | 0.0% | +122.2% | 1.766% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 106,313 | $4.38M | 0.0% | -17.9% | 1.013% | |
4/23/2024 | Global Retirement Partners LLC | 6,508 | $268K | 0.0% | -47.3% | 0.062% | |
4/22/2024 | Bristlecone Advisors LLC | 146,934 | $6.05M | 0.5% | +33.2% | 1.399% | |
2/13/2024 | Envestnet Asset Management Inc. | 2,699,264 | $113.02M | 0.0% | +0.2% | 22.875% | |
2/13/2024 | Cetera Advisor Networks LLC | 350,216 | $14.66M | 0.1% | -1.3% | 2.968% | |
2/12/2024 | Legacy Advisors LLC | 25,726 | $1.08M | 0.1% | +1.4% | 0.218% | |
2/9/2024 | Orion Portfolio Solutions LLC | 30,169 | $1.25M | 0.0% | -10.7% | 0.256% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 129,516 | $5.42M | 0.0% | -12.4% | 1.098% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 814,729 | $34.11M | 0.1% | -2.0% | 6.904% | |
2/7/2024 | Principal Securities Inc. | 945,511 | $39.59M | 1.5% | N/A | 8.013% | |
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2/6/2024 | Private Advisor Group LLC | 27,977 | $1.17M | 0.0% | -2.5% | 0.237% | |
2/6/2024 | Robertson Stephens Wealth Management LLC | 51,648 | $2.17M | 0.1% | +2.2% | 0.438% | |
2/5/2024 | First Ascent Asset Management LLC | 105,319 | $4.41M | 0.5% | -0.7% | 0.893% | |
2/2/2024 | Atria Wealth Solutions Inc. | 213,426 | $8.97M | 0.1% | +1.5% | 1.809% | |
1/25/2024 | Bristlecone Advisors LLC | 110,288 | $4.62M | 0.5% | N/A | 0.935% | |
1/24/2024 | Allworth Financial LP | 33,173 | $1.39M | 0.0% | -26.6% | 0.281% | |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 10,090 | $422K | 0.1% | -74.5% | 0.086% | |
1/18/2024 | Global Retirement Partners LLC | 12,358 | $512K | 0.0% | -11.7% | 0.105% | |
1/16/2024 | Kingswood Wealth Advisors LLC | 8,137 | $341K | 0.0% | N/A | 0.069% | |
1/16/2024 | CoreCap Advisors LLC | 71,859 | $3.01M | 0.2% | +8.0% | 0.609% | |
1/11/2024 | Ausdal Financial Partners Inc. | 12,412 | $520K | 0.1% | -17.4% | 0.105% | |
1/9/2024 | Castle Rock Wealth Management LLC | 46,375 | $1.92M | 0.6% | N/A | 0.393% | |
11/15/2023 | Legacy Advisors LLC | 25,379 | $1.01M | 0.2% | +11.6% | 0.215% | |
11/13/2023 | LPL Financial LLC | 5,373,862 | $213.50M | 0.1% | +13.8% | 45.541% | |
11/13/2023 | Regal Investment Advisors LLC | 24,079 | $957K | 0.1% | +44.1% | 0.204% | |
11/13/2023 | Robertson Stephens Wealth Management LLC | 50,536 | $2.01M | 0.1% | +42.2% | 0.428% | |
11/13/2023 | Envestnet Asset Management Inc. | 2,693,573 | $107.02M | 0.0% | -10.0% | 22.827% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 830,961 | $33.01M | 0.2% | N/A | 7.042% | |
11/9/2023 | Betterment LLC | 742,847 | $29.51M | 0.1% | +11.9% | 6.295% | |
11/8/2023 | Herold Advisors Inc. | 69,923 | $2.78M | 0.8% | +30.0% | 0.593% | |
11/8/2023 | Ausdal Financial Partners Inc. | 15,018 | $597K | 0.1% | -4.0% | 0.127% | |
11/8/2023 | Atria Wealth Solutions Inc. | 210,333 | $8.36M | 0.1% | +28.1% | 1.782% | |
11/8/2023 | First Ascent Asset Management LLC | 106,029 | $4.21M | 0.5% | +14.9% | 0.899% | |
11/3/2023 | Private Advisor Group LLC | 28,686 | $1.14M | 0.0% | +2.8% | 0.243% | |
11/1/2023 | Orion Portfolio Solutions LLC | 33,778 | $1.34M | 0.0% | +10.6% | 0.286% | |
10/31/2023 | Allworth Financial LP | 45,198 | $1.80M | 0.0% | -13.3% | 0.383% | |
10/30/2023 | Perigon Wealth Management LLC | 20,660 | $821K | 0.0% | +9.0% | 0.175% | |
10/24/2023 | Bank of New York Mellon Corp | 122,691 | $4.88M | 0.0% | +14.0% | 1.040% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 147,839 | $5.87M | 0.0% | +10.6% | 1.253% | |
10/23/2023 | Commonwealth Equity Services LLC | 71,022 | $2.82M | 0.0% | +2.2% | 0.602% | |
10/19/2023 | Patriot Financial Group Insurance Agency LLC | 39,536 | $1.57M | 0.3% | -29.2% | 0.335% | |
10/17/2023 | Impact Partnership Wealth LLC | 1,588 | $63K | 0.0% | N/A | 0.013% | |
10/13/2023 | Global Retirement Partners LLC | 13,989 | $548K | 0.0% | +28.9% | 0.119% | |
8/11/2023 | Robertson Stephens Wealth Management LLC | 35,536 | $1.48M | 0.1% | N/A | 0.301% | |
8/11/2023 | Regal Investment Advisors LLC | 16,714 | $695K | 0.1% | +17.9% | 0.142% | |
8/10/2023 | Osaic Holdings Inc. | 183,984 | $7.65M | 0.0% | -2.3% | 1.559% | |
8/10/2023 | Commonwealth Equity Services LLC | 69,491 | $2.89M | 0.0% | +4.5% | 0.589% | |
8/10/2023 | Private Advisor Group LLC | 27,902 | $1.15M | 0.0% | -9.8% | 0.236% | |
8/10/2023 | Cetera Advisors LLC | 33,808 | $1.41M | 0.0% | +1.4% | 0.287% | |
8/10/2023 | Cetera Advisor Networks LLC | 326,878 | $13.59M | 0.1% | -8.4% | 2.770% | |
8/10/2023 | Cetera Investment Advisers | 428,450 | $17.81M | 0.1% | +7.3% | 3.631% | |
8/4/2023 | Envestnet Asset Management Inc. | 2,991,615 | $124.36M | 0.1% | +5.9% | 25.353% | |
8/3/2023 | Atria Wealth Solutions Inc. | 164,217 | $6.83M | 0.1% | +62.5% | 1.392% | |
8/3/2023 | Bank of New York Mellon Corp | 107,616 | $4.47M | 0.0% | +2.0% | 0.912% | |
8/1/2023 | First Ascent Asset Management LLC | 92,293 | $3.84M | 0.5% | +7.9% | 0.810% | |
7/31/2023 | LPL Financial LLC | 4,723,905 | $196.37M | 0.1% | +0.3% | 41.438% | |
7/20/2023 | Global Retirement Partners LLC | 10,850 | $451K | 0.0% | +36.1% | 0.095% | |
7/20/2023 | Legacy Advisors LLC | 22,751 | $946K | 0.1% | +2.0% | 0.200% | |
7/18/2023 | Allworth Financial LP | 52,149 | $2.17M | 0.0% | -18.2% | 0.457% | |
7/17/2023 | Patriot Financial Group Insurance Agency LLC | 55,818 | $2.32M | 0.4% | -3.0% | 0.490% | |
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7/17/2023 | Herold Advisors Inc. | 53,782 | $2.24M | 0.7% | +11.9% | 0.472% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 133,701 | $5.56M | 0.0% | -9.0% | 1.173% | |
5/16/2023 | Betterment LLC | 595,931 | $25.14M | 0.1% | +5.4% | 5.274% | |
5/15/2023 | Cetera Investment Advisers | 399,151 | $16.84M | 0.1% | +19.1% | 3.532% | |
5/12/2023 | Perennial Investment Advisors LLC | 7,793 | $329K | 0.1% | +3.8% | 0.069% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 146,944 | $6.20M | 0.0% | +2.1% | 1.300% | |
5/11/2023 | Envestnet Asset Management Inc. | 2,826,032 | $119.23M | 0.1% | +20.8% | 25.009% | |
5/11/2023 | Commonwealth Equity Services LLC | 66,474 | $2.80M | 0.0% | +6.8% | 0.588% | |
5/10/2023 | Private Advisor Group LLC | 30,942 | $1.31M | 0.0% | N/A | 0.274% | |
5/10/2023 | First Ascent Asset Management LLC | 85,560 | $3.61M | 0.5% | +10.2% | 0.757% | |