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% | |
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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% | |
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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% | |
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% | |
7/31/2023 | LPL Financial LLC | 3,876,931 | $235.29M | 0.2% | -2.7% | 25.175% | |
7/25/2023 | Raymond James & Associates | 87,875 | $5.33M | 0.0% | -8.4% | 0.571% | |
7/20/2023 | Global Retirement Partners LLC | 13,135 | $797K | 0.0% | +28.2% | 0.085% | |
7/18/2023 | Allworth Financial LP | 15,178 | $921K | 0.0% | -18.0% | 0.099% | |
7/17/2023 | Patriot Financial Group Insurance Agency LLC | 39,884 | $2.42M | 0.5% | -3.3% | 0.259% | |
7/17/2023 | Herold Advisors Inc. | 163,906 | $9.95M | 3.0% | +0.6% | 1.064% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 89,374 | $5.42M | 0.0% | -8.3% | 0.580% | |
5/15/2023 | Cetera Investment Advisers | 347,749 | $19.42M | 0.2% | +9.3% | 2.273% | |
5/12/2023 | Perennial Investment Advisors LLC | 9,564 | $534K | 0.1% | +20.2% | 0.063% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 97,434 | $5.44M | 0.0% | +2.9% | 0.637% | |
5/11/2023 | Envestnet Asset Management Inc. | 2,181,774 | $121.83M | 0.1% | +14.1% | 14.260% | |
5/10/2023 | Private Advisor Group LLC | 16,726 | $934K | 0.0% | N/A | 0.109% | |
5/10/2023 | LPL Financial LLC | 3,984,834 | $222.51M | 0.2% | +2.8% | 26.045% | |
5/10/2023 | WealthPLAN Partners LLC | 457 | $26K | 0.0% | N/A | 0.003% | |
5/8/2023 | Global Retirement Partners LLC | 10,248 | $570K | 0.0% | +6.4% | 0.067% | |
5/4/2023 | Ausdal Financial Partners Inc. | 6,329 | $353K | 0.0% | +39.4% | 0.041% | |
5/3/2023 | Perigon Wealth Management LLC | 12,568 | $702K | 0.0% | +67.3% | 0.082% | |
5/3/2023 | Integrated Wealth Concepts LLC | 17,919 | $1.00M | 0.0% | +262.8% | 0.117% | |
5/1/2023 | CWM LLC | 1,251 | $70K | 0.0% | N/A | 0.008% | |
4/26/2023 | Stone House Investment Management LLC | 3,437 | $192K | 0.1% | N/A | 0.022% | |
4/20/2023 | Patriot Financial Group Insurance Agency LLC | 41,230 | $2.30M | 0.5% | +65.9% | 0.269% | |
4/20/2023 | Worth Financial Advisory Group LLC | 5,449 | $304K | 0.3% | +30.5% | 0.036% | |
4/19/2023 | Herold Advisors Inc. | 162,980 | $9.10M | 3.1% | N/A | 1.065% | |
4/18/2023 | Allworth Financial LP | 18,500 | $1.03M | 0.0% | -38.3% | 0.121% | |
4/14/2023 | Raymond James & Associates | 95,966 | $5.36M | 0.0% | -16.5% | 0.627% | |
3/1/2023 | Regal Investment Advisors LLC | 10,841 | $563K | 0.1% | +75.5% | 0.000% | |
2/15/2023 | ICA Group Wealth Management LLC | 27,709 | $1.44M | 0.3% | +82.1% | 0.000% | |
2/14/2023 | Cetera Advisor Networks LLC | 232,971 | $12.09M | 0.1% | N/A | 0.000% | |
2/14/2023 | Cetera Investment Advisers | 318,201 | $16.52M | 0.2% | +5,504.1% | 0.000% | |
2/13/2023 | Atria Wealth Solutions Inc. | 71,228 | $3.72M | 0.1% | +82.6% | 0.000% | |
2/10/2023 | CoreCap Advisors LLC | 210,615 | $10.93M | 0.8% | +80.7% | 0.000% | |
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2/10/2023 | Advisor Group Holdings Inc. | 149,246 | $7.75M | 0.0% | +131.7% | 0.000% | |
2/10/2023 | Perennial Investment Advisors LLC | 7,960 | $413K | 0.2% | N/A | 0.000% | |
2/8/2023 | Raymond James & Associates | 114,939 | $5.97M | 0.0% | N/A | 0.000% | |
2/8/2023 | Orion Portfolio Solutions LLC | 27,731 | $1.44M | 0.1% | +69.2% | 0.000% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 94,690 | $4.92M | 0.0% | +70.6% | 0.000% | |
2/7/2023 | LPL Financial LLC | 3,878,044 | $201.31M | 0.2% | +64.6% | 0.000% | |
2/7/2023 | Envestnet Asset Management Inc. | 1,912,121 | $99.26M | 0.1% | +76.9% | 0.000% | |
2/3/2023 | Ausdal Financial Partners Inc. | 4,540 | $236K | 0.0% | +6.0% | 0.000% | |
1/18/2023 | Private Trust Co. NA | 1,265 | $66K | 0.0% | -73.6% | 0.000% | |
1/17/2023 | Patriot Financial Group Insurance Agency LLC | 24,852 | $1.29M | 0.2% | +4.5% | 0.000% | |