4/16/2024 | OneAscent Financial Services LLC | 9,613 | $530K | 0.1% | +19.5% | 0.250% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 72,360 | $3.99M | 0.0% | +22.8% | 1.879% | |
4/11/2024 | SignalPoint Asset Management LLC | 13,457 | $744K | 0.2% | -2.2% | 0.359% | |
2/15/2024 | OLD Mission Capital LLC | 6,952 | $350K | 0.0% | +65.9% | 0.188% | |
2/15/2024 | Citadel Advisors LLC | 47,611 | $2.40M | 0.0% | N/A | 1.287% | |
2/14/2024 | Kestra Advisory Services LLC | 8,426 | $425K | 0.0% | +20.9% | 0.228% | |
|
2/13/2024 | Envestnet Asset Management Inc. | 215,118 | $10.84M | 0.0% | -2.2% | 5.814% | |
2/13/2024 | Cetera Advisor Networks LLC | 12,245 | $617K | 0.0% | -6.0% | 0.331% | |
2/13/2024 | First Trust Advisors LP | 813,573 | $41.00M | 0.0% | -19.4% | 21.988% | |
2/13/2024 | Rathbones Group PLC | 44,706 | $2.25M | 0.0% | -9.0% | 1.208% | |
2/12/2024 | Holistic Financial Partners | 49,229 | $2.48M | 1.5% | +0.5% | 1.331% | |
2/12/2024 | Stifel Financial Corp | 5,180 | $261K | 0.0% | -53.2% | 0.140% | |
2/12/2024 | Hilltop Holdings Inc. | 7,388 | $372K | 0.0% | +78.7% | 0.200% | |
2/9/2024 | Congress Wealth Management LLC DE | 713,308 | $35.94M | 0.7% | -0.3% | 19.279% | |
2/9/2024 | Orion Portfolio Solutions LLC | 9,650 | $497K | 0.0% | +29.9% | 0.261% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 47,999 | $2.42M | 0.0% | +179.6% | 1.297% | |
2/9/2024 | Assetmark Inc. | 32,290 | $1.63M | 0.0% | +62.7% | 0.873% | |
2/8/2024 | Janney Montgomery Scott LLC | 21,251 | $1.07M | 0.0% | -11.8% | 0.574% | |
2/7/2024 | Avantax Advisory Services Inc. | 10,592 | $534K | 0.0% | -9.5% | 0.286% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 14,454 | $728K | 0.0% | +4.8% | 0.391% | |
2/7/2024 | Iams Wealth Management LLC | 11,224 | $566K | 0.4% | -5.4% | 0.303% | |
2/7/2024 | Principal Securities Inc. | 588 | $30K | 0.0% | N/A | 0.016% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 50,943 | $2.57M | 0.1% | -30.2% | 1.377% | |
2/2/2024 | Truist Financial Corp | 20,231 | $1.02M | 0.0% | -2.2% | 0.547% | |
2/2/2024 | Atria Wealth Solutions Inc. | 9,053 | $456K | 0.0% | +4.3% | 0.245% | |
1/29/2024 | NewEdge Wealth LLC | 12,490 | $629K | 0.0% | -4.0% | 0.338% | |
1/24/2024 | Tsfg LLC | 1,475 | $74K | 0.0% | -81.2% | 0.040% | |
1/23/2024 | American Institute for Advanced Investment Management LLP | 18,465 | $930K | 0.8% | +13.2% | 0.499% | |
1/23/2024 | RPg Family Wealth Advisory LLC | 14,841 | $748K | 0.3% | N/A | 0.401% | |
1/18/2024 | Global Retirement Partners LLC | 4,621 | $241K | 0.0% | -23.7% | 0.125% | |
1/18/2024 | Good Life Advisors LLC | 107,050 | $5.39M | 0.5% | +1.6% | 2.893% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 24,673 | $1.24M | 0.0% | -21.5% | 0.667% | |
1/16/2024 | Raymond James & Associates | 21,610 | $1.09M | 0.0% | +40.5% | 0.584% | |
1/12/2024 | Guild Investment Management Inc. | 30,670 | $1.55M | 2.5% | N/A | 0.829% | |
1/11/2024 | OneAscent Financial Services LLC | 8,041 | $405K | 0.1% | +18.1% | 0.217% | |
1/9/2024 | IFP Advisors Inc | 31,369 | $1.58M | 0.1% | +60.8% | 0.848% | |
11/16/2023 | Morgan Stanley | 420,946 | $20.94M | 0.0% | +54.2% | 11.377% | |
11/13/2023 | Stifel Financial Corp | 11,074 | $551K | 0.0% | N/A | 0.299% | |
11/13/2023 | Mariner LLC | 4,696 | $234K | 0.0% | N/A | 0.127% | |
11/13/2023 | LPL Financial LLC | 114,079 | $5.67M | 0.0% | +243.6% | 3.083% | |
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11/13/2023 | Provence Wealth Management Group | 1,900 | $95K | 0.1% | N/A | 0.051% | |
11/13/2023 | Rathbones Group PLC | 49,136 | $2.44M | 0.0% | +104.1% | 1.328% | |
11/13/2023 | Envestnet Asset Management Inc. | 219,917 | $10.94M | 0.0% | +5.3% | 5.944% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 13,792 | $686K | 0.0% | N/A | 0.373% | |
11/13/2023 | Kestra Advisory Services LLC | 6,969 | $347K | 0.0% | +30.1% | 0.188% | |
11/8/2023 | Holistic Financial Partners | 48,991 | $2.44M | 1.6% | N/A | 1.324% | |
11/8/2023 | D.A. Davidson & CO. | 6,077 | $302K | 0.0% | N/A | 0.164% | |
11/8/2023 | Janney Montgomery Scott LLC | 24,103 | $1.20M | 0.0% | +14.9% | 0.651% | |
11/8/2023 | Atria Wealth Solutions Inc. | 8,680 | $432K | 0.0% | +3.0% | 0.235% | |
11/8/2023 | Avantax Advisory Services Inc. | 11,698 | $582K | 0.0% | N/A | 0.316% | |
11/7/2023 | ABLE Financial Group LLC | 4,070 | $202K | 0.1% | N/A | 0.110% | |
11/4/2023 | NBC Securities Inc. | 875 | $43K | 0.0% | N/A | 0.024% | |
11/1/2023 | Orion Portfolio Solutions LLC | 7,427 | $369K | 0.0% | +36.9% | 0.201% | |
10/31/2023 | American Institute for Advanced Investment Management LLP | 16,314 | $872K | 0.8% | N/A | 0.441% | |
10/30/2023 | Congress Wealth Management LLC DE | 715,100 | $35.57M | 0.7% | -0.8% | 19.327% | |
10/27/2023 | Assetmark Inc. | 19,848 | $987K | 0.0% | +183.3% | 0.536% | |
10/26/2023 | Park Avenue Securities LLC | 9,783 | $487K | 0.0% | N/A | 0.264% | |
10/24/2023 | Bank of New York Mellon Corp | 28,241 | $1.41M | 0.0% | -4.9% | 0.763% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 31,421 | $1.56M | 0.0% | N/A | 0.849% | |
10/24/2023 | Raymond James & Associates | 15,381 | $765K | 0.0% | +180.1% | 0.416% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 17,165 | $854K | 0.0% | +73.9% | 0.464% | |
10/17/2023 | Avior Wealth Management LLC | 2,988 | $149K | 0.0% | N/A | 0.081% | |
10/13/2023 | OneAscent Financial Services LLC | 6,811 | $339K | 0.1% | +15.4% | 0.184% | |
10/13/2023 | Global Retirement Partners LLC | 6,056 | $283K | 0.0% | +3,732.9% | 0.164% | |
10/12/2023 | IFP Advisors Inc | 19,510 | $970K | 0.0% | +236.4% | 0.527% | |
10/11/2023 | AE Wealth Management LLC | 24,203 | $1.20M | 0.0% | +19.2% | 0.654% | |
10/10/2023 | Tsfg LLC | 7,835 | $390K | 0.1% | N/A | 0.212% | |
10/5/2023 | Foundations Investment Advisors LLC | 5,022 | $250K | 0.0% | N/A | 0.136% | |
8/21/2023 | Osaic Holdings Inc. | 13,205 | $634K | 0.0% | +205.5% | 0.334% | |
8/17/2023 | Orion Portfolio Solutions LLC | 5,425 | $260K | 0.0% | N/A | 0.137% | |
8/17/2023 | Coppell Advisory Solutions LLC | 38,660 | $1.84M | 0.5% | N/A | 0.979% | |
8/15/2023 | Wells Fargo & Company MN | 6,144 | $295K | 0.0% | +217.0% | 0.156% | |
8/15/2023 | Benjamin Edwards Inc. | 1,160 | $56K | 0.0% | N/A | 0.029% | |
8/15/2023 | Benjamin F. Edwards & Company Inc. | 62,778 | $3.01M | 0.1% | +9.6% | 1.589% | |
8/15/2023 | Harbour Investments Inc. | 2,820 | $135K | 0.0% | +3,928.6% | 0.071% | |
8/15/2023 | Citadel Advisors LLC | 36,124 | $1.73M | 0.0% | +411.3% | 0.915% | |
8/14/2023 | Orion Portfolio Solutions LLC | 5,425 | $260K | 0.0% | N/A | 0.137% | |
8/14/2023 | IFP Advisors Inc | 5,800 | $278K | 0.0% | +48.6% | 0.147% | |
8/11/2023 | Kestra Advisory Services LLC | 5,357 | $257K | 0.0% | N/A | 0.136% | |
8/10/2023 | Osaic Holdings Inc. | 13,205 | $634K | 0.0% | +205.5% | 0.334% | |
8/10/2023 | Cetera Advisor Networks LLC | 10,656 | $511K | 0.0% | N/A | 0.270% | |
8/10/2023 | Cetera Investment Advisers | 23,665 | $1.14M | 0.0% | N/A | 0.599% | |
8/4/2023 | Envestnet Asset Management Inc. | 208,805 | $10.02M | 0.0% | N/A | 5.286% | |
8/4/2023 | Rathbones Group PLC | 24,076 | $1.16M | 0.0% | -16.9% | 0.610% | |
8/4/2023 | IFP Advisors Inc | 5,800 | $336K | 0.0% | +48.6% | 0.147% | |
8/3/2023 | Atria Wealth Solutions Inc. | 8,426 | $404K | 0.0% | N/A | 0.213% | |
8/3/2023 | Bank of New York Mellon Corp | 29,692 | $1.43M | 0.0% | N/A | 0.761% | |
7/31/2023 | LPL Financial LLC | 33,204 | $1.59M | 0.0% | +632.2% | 0.851% | |
7/26/2023 | Janney Montgomery Scott LLC | 20,975 | $1.01M | 0.0% | +20.7% | 0.559% | |
7/25/2023 | Raymond James & Associates | 5,492 | $263K | 0.0% | +23.3% | 0.146% | |
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7/13/2023 | Congress Wealth Management LLC DE | 720,575 | $34.57M | 0.8% | +62.2% | 23.244% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 9,869 | $473K | 0.0% | N/A | 0.318% | |
7/10/2023 | AE Wealth Management LLC | 20,300 | $974K | 0.0% | N/A | 0.655% | |
7/10/2023 | OneAscent Financial Services LLC | 5,903 | $283K | 0.1% | N/A | 0.190% | |
5/16/2023 | First Trust Advisors LP | 1,440,972 | $65.32M | 0.1% | +8.1% | 53.369% | |
5/12/2023 | Rathbones Group PLC | 28,976 | $1.31M | 0.0% | +11.6% | 1.073% | |
4/28/2023 | Janney Montgomery Scott LLC | 17,375 | $788K | 0.0% | N/A | 0.709% | |
4/27/2023 | Benjamin F. Edwards & Company Inc. | 57,261 | $2.60M | 0.1% | -1.5% | 2.337% | |
4/18/2023 | IFP Advisors Inc | 3,904 | $226K | 0.0% | +1,378.8% | 0.159% | |
4/14/2023 | Congress Wealth Management LLC DE | 444,234 | $20.14M | 0.5% | N/A | 18.510% | |