4/30/2025 | Allworth Financial LP | 1,953 | $147K | 0.0% | +64.5% | 0.006% | |
4/30/2025 | Axxcess Wealth Management LLC | 3,708 | $285K | 0.0% | +12.8% | 0.012% | |
4/29/2025 | Envestnet Asset Management Inc. | 2,763,361 | $212.50M | 0.1% | +3.7% | 8.636% | |
4/29/2025 | Bank of New York Mellon Corp | 78,403 | $6.03M | 0.0% | -16.6% | 0.245% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 478,033 | $36.76M | 0.1% | -23.6% | 1.506% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 390,464 | $30.03M | 1.0% | -3.2% | 1.230% | |
4/14/2025 | Patriot Financial Group Insurance Agency LLC | 7,475 | $575K | 0.1% | +69.4% | 0.024% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 3,899 | $315K | 0.0% | +5.5% | 0.014% | |
2/17/2025 | Two Sigma Investments LP | 121,100 | $9.79M | 0.0% | N/A | 0.420% | |
2/17/2025 | Redwood Investment Management LLC | 2,609 | $211K | 0.0% | N/A | 0.009% | |
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2/17/2025 | LifePlan Investment Advisors Inc. | 29,756 | $2.41M | 1.5% | +54.8% | 0.103% | |
2/17/2025 | CoreCap Advisors LLC | 417,562 | $33.75M | 1.5% | +10.9% | 1.450% | |
2/17/2025 | Cetera Investment Advisers | 651,231 | $52.64M | 0.1% | +12.6% | 2.261% | |
2/17/2025 | Citadel Advisors LLC | 20,604 | $1.67M | 0.0% | -55.0% | 0.072% | |
2/17/2025 | Bank of America Corp DE | 33,382 | $2.70M | 0.0% | +294.5% | 0.116% | |
2/17/2025 | Ameriprise Financial Inc. | 35,418 | $2.86M | 0.0% | N/A | 0.123% | |
2/14/2025 | Jane Street Group LLC | 60,857 | $4.92M | 0.0% | +840.5% | 0.211% | |
2/14/2025 | Two Sigma Securities LLC | 4,297 | $347K | 0.0% | N/A | 0.015% | |
2/14/2025 | Integrated Wealth Concepts LLC | 42,271 | $3.42M | 0.0% | -3.2% | 0.147% | |
2/14/2025 | Susquehanna International Group LLP | 24,053 | $1.94M | 0.0% | N/A | 0.084% | |
2/14/2025 | Tower Research Capital LLC TRC | 3,595 | $291K | 0.0% | +36.3% | 0.012% | |
2/13/2025 | NewEdge Advisors LLC | 68,846 | $5.57M | 0.0% | +23.8% | 0.239% | |
2/13/2025 | Stonehaven Wealth & Tax Solutions LLC | 39,711 | $3.21M | 3.5% | N/A | 0.138% | |
2/13/2025 | Regal Investment Advisors LLC | 25,062 | $2.03M | 0.2% | +7.4% | 0.087% | |
2/13/2025 | Raymond James Financial Inc. | 35,867 | $2.90M | 0.0% | N/A | 0.125% | |
2/13/2025 | Hurley Capital LLC | 1,345 | $110K | 0.1% | N/A | 0.005% | |
2/13/2025 | Envestnet Asset Management Inc. | 2,665,374 | $215.44M | 0.1% | +20.2% | 9.255% | |
2/13/2025 | Perennial Investment Advisors LLC | 13,515 | $1.09M | 0.1% | +21.5% | 0.047% | |
2/12/2025 | StoneX Group Inc. | 19,563 | $1.58M | 0.1% | N/A | 0.068% | |
2/12/2025 | Orion Portfolio Solutions LLC | 28,998 | $2.34M | 0.0% | +18.3% | 0.101% | |
2/12/2025 | Blair William & Co. IL | 600 | $48K | 0.0% | N/A | 0.002% | |
2/12/2025 | JPMorgan Chase & Co. | 3,012 | $243K | 0.0% | +23.5% | 0.010% | |
2/11/2025 | LPL Financial LLC | 5,359,732 | $433.23M | 0.2% | +4.6% | 18.610% | |
2/10/2025 | Axxcess Wealth Management LLC | 3,288 | $266K | 0.0% | +14.4% | 0.011% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 625,731 | $50.58M | 0.2% | +5.7% | 2.173% | |
2/10/2025 | Commonwealth Equity Services LLC | 53,334 | $4.31M | 0.0% | -7.2% | 0.185% | |
2/10/2025 | Farther Finance Advisors LLC | 638 | $52K | 0.0% | -23.2% | 0.002% | |
2/6/2025 | Raymond James Financial Inc. | 35,867 | $2.90M | 0.0% | N/A | 0.125% | |
2/6/2025 | Atria Investments Inc | 3,209 | $259K | 0.0% | +12.0% | 0.011% | |
2/4/2025 | Bank of New York Mellon Corp | 93,955 | $7.59M | 0.0% | +3.9% | 0.326% | |
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1/31/2025 | Global Retirement Partners LLC | 23,948 | $1.94M | 0.1% | +98.0% | 0.083% | |
1/31/2025 | Atria Wealth Solutions Inc. | 120,049 | $9.70M | 0.1% | +6.0% | 0.417% | |
1/31/2025 | Sanctuary Advisors LLC | 213,856 | $17.87M | 0.1% | +3.9% | 0.743% | |
1/30/2025 | Principal Securities Inc. | 1,011,035 | $81.72M | 1.8% | +8.4% | 3.511% | |
1/27/2025 | Beacon Financial Advisory LLC | 4,633 | $374K | 0.1% | +17.5% | 0.016% | |
1/27/2025 | Robertson Stephens Wealth Management LLC | 403,220 | $32.59M | 1.2% | -0.6% | 1.400% | |
1/22/2025 | Bensler LLC | 4,370 | $353K | 0.0% | +33.0% | 0.015% | |
1/22/2025 | Patriot Financial Group Insurance Agency LLC | 4,412 | $357K | 0.0% | N/A | 0.015% | |
1/22/2025 | Perigon Wealth Management LLC | 14,300 | $1.17M | 0.0% | +4.1% | 0.050% | |
1/17/2025 | SMI Advisory Services LLC | 2,683 | $215K | 0.0% | -4.3% | 0.009% | |
1/14/2025 | Accurate Wealth Management LLC | 6,929 | $555K | 0.1% | -10.6% | 0.024% | |
12/26/2024 | JPMorgan Chase & Co. | 2,438 | $192K | 0.0% | N/A | 0.008% | |
11/25/2024 | Sanctuary Advisors LLC | 205,769 | $16.91M | 0.1% | -1.7% | 0.714% | |
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% | |
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% | |
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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% | |
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% | |