| 5/21/2025 | Geneos Wealth Management Inc. | 23,520 | $484K | 0.0% | +39.9% | 0.049% | |
| 5/19/2025 | Jane Street Group LLC | 34,626 | $712K | 0.0% | N/A | 0.071% | |
| 5/16/2025 | NewEdge Advisors LLC | 29,363 | $604K | 0.0% | +1,833.0% | 0.060% | |
| 5/16/2025 | Aprio Wealth Management LLC | 12,136 | $250K | 0.0% | N/A | 0.025% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 89,652 | $1.84M | 0.2% | -4.3% | 0.184% | |
| 5/14/2025 | CW Advisors LLC | 612,158 | $12.59M | 0.2% | -0.6% | 1.257% | |
| 5/14/2025 | Flow Traders U.S. LLC | 25,078 | $516K | 0.0% | N/A | 0.051% | |
| 5/13/2025 | Raymond James Financial Inc. | 324,981 | $6.68M | 0.0% | +14.4% | 0.667% | |
| 5/9/2025 | Total Investment Management Inc. | 778,275 | $16.01M | 2.1% | +4.2% | 1.598% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 19,908 | $409K | 0.0% | +37.6% | 0.041% | |
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| 5/9/2025 | Encompass More Asset Management | 38,365 | $789K | 0.2% | +18.7% | 0.079% | |
| 5/7/2025 | LPL Financial LLC | 223,082 | $4.59M | 0.0% | +88.3% | 0.458% | |
| 5/7/2025 | First Heartland Consultants Inc. | 476,871 | $9.81M | 1.0% | -37.6% | 0.979% | |
| 5/6/2025 | Cetera Investment Advisers | 286,060 | $5.88M | 0.0% | +263.2% | 0.587% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 27,255 | $561K | 0.0% | +28.8% | 0.056% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 362,409 | $7.45M | 0.0% | +124.6% | 0.744% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 300,737 | $6.19M | 0.1% | +34.7% | 0.618% | |
| 4/23/2025 | Valmark Advisers Inc. | 37,315 | $767K | 0.0% | -1.6% | 0.080% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 35,765 | $736K | 0.0% | +22.4% | 0.077% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 1,952,975 | $40.16M | 0.1% | +8.6% | 4.182% | |
| 2/18/2025 | First Heartland Consultants Inc. | 764,414 | $15.38M | 1.5% | N/A | 2.120% | |
| 2/17/2025 | Cetera Investment Advisers | 78,768 | $1.59M | 0.0% | +48.5% | 0.218% | |
| 2/17/2025 | Citadel Advisors LLC | 37,717 | $759K | 0.0% | +116.2% | 0.105% | |
| 2/13/2025 | Raymond James Financial Inc. | 284,139 | $5.72M | 0.0% | N/A | 0.788% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 161,391 | $3.25M | 0.0% | +41.8% | 0.448% | |
| 2/12/2025 | Franklin Resources Inc. | 33,817,999 | $680.42M | 0.2% | -2.8% | 93.809% | |
| 2/12/2025 | Transamerica Financial Advisors Inc. | 93,670 | $1.89M | 0.2% | -3.6% | 0.260% | |
| 2/12/2025 | JPMorgan Chase & Co. | 9,186 | $185K | 0.0% | -24.9% | 0.025% | |
| 2/11/2025 | LPL Financial LLC | 118,475 | $2.38M | 0.0% | +47.6% | 0.329% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 29,227 | $588K | 0.0% | +55.9% | 0.081% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 21,155 | $426K | 0.0% | +25.7% | 0.059% | |
| 2/10/2025 | Farther Finance Advisors LLC | 18,491 | $372K | 0.0% | +14.7% | 0.051% | |
| 2/6/2025 | Raymond James Financial Inc. | 284,139 | $5.72M | 0.0% | N/A | 0.788% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 223,224 | $4.49M | 0.1% | +42.5% | 0.619% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 14,470 | $291K | 0.0% | N/A | 0.040% | |
| 1/31/2025 | Total Investment Management Inc. | 746,551 | $15.02M | 2.1% | +6.6% | 2.071% | |
| 1/30/2025 | Valmark Advisers Inc. | 37,906 | $763K | 0.0% | +5.6% | 0.105% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 16,809 | $338K | 0.0% | +4.1% | 0.047% | |
| 1/21/2025 | Encompass More Asset Management | 32,308 | $650K | 0.2% | +36.0% | 0.090% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 1,799,015 | $36.20M | 0.1% | +15.7% | 4.990% | |
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| 12/26/2024 | JPMorgan Chase & Co. | 12,237 | $258K | 0.0% | +4.3% | 0.034% | |
| 11/27/2024 | Franklin Resources Inc. | 34,809,108 | $720.55M | 0.2% | +9.4% | 96.558% | |
| 11/15/2024 | Jane Street Group LLC | 87,381 | $1.84M | 0.0% | +161.6% | 0.242% | |
| 11/14/2024 | Encompass More Asset Management | 23,752 | $500K | 0.2% | N/A | 0.066% | |
| 11/13/2024 | Transamerica Financial Advisors Inc. | 97,217 | $2.05M | 0.2% | -36.2% | 0.270% | |
| 11/5/2024 | Total Investment Management Inc. | 700,360 | $14.75M | 1.7% | +5.9% | 1.943% | |
| 10/31/2024 | Concurrent Investment Advisors LLC | 156,646 | $3.30M | 0.1% | +107.7% | 0.435% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 1,554,731 | $32.74M | 0.1% | +7.7% | 4.313% | |
| 10/29/2024 | Farther Finance Advisors LLC | 16,122 | $340K | 0.0% | N/A | 0.045% | |
| 10/25/2024 | Valmark Advisers Inc. | 35,910 | $756K | 0.0% | -4.4% | 0.100% | |
| 10/18/2024 | Raymond James & Associates | 274,318 | $5.78M | 0.0% | +7.9% | 0.761% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 95,284 | $1.94M | 0.0% | -40.0% | 0.264% | |
| 8/7/2024 | Total Investment Management Inc. | 661,172 | $13.44M | 1.8% | -0.5% | 1.834% | |
| 8/1/2024 | Valmark Advisers Inc. | 37,556 | $763K | 0.0% | +7.2% | 0.104% | |
| 7/31/2024 | Concurrent Investment Advisors LLC | 75,437 | $1.53M | 0.1% | +481.5% | 0.209% | |
| 7/19/2024 | Raymond James & Associates | 254,240 | $5.17M | 0.0% | +5.8% | 0.705% | |
| 7/17/2024 | Lockerman Financial Group Inc. | 15,476 | $314K | 0.6% | +48.2% | 0.043% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 11,568 | $235K | 0.0% | -71.0% | 0.032% | |
| 5/24/2024 | Cetera Investment Advisers | 81,973 | $1.68M | 0.0% | +41.9% | 0.227% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 12,972 | $266K | 0.0% | N/A | 0.036% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 39,918 | $818K | 0.0% | +34.3% | 0.110% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 1,269,281 | $26.01M | 0.1% | +101.4% | 3.511% | |
| 4/22/2024 | Raymond James & Associates | 240,411 | $4.93M | 0.0% | +18.3% | 0.665% | |
| 4/18/2024 | Congress Wealth Management LLC DE | 971,142 | $19.90M | 0.3% | +16.6% | 4.603% | |
| 4/16/2024 | Total Investment Management Inc. | 664,576 | $13.62M | 1.7% | +2.8% | 3.150% | |
| 2/9/2024 | Congress Wealth Management LLC DE | 832,571 | $17.34M | 0.3% | -3.4% | 3.946% | |
| 2/9/2024 | Franklin Resources Inc. | 19,064,237 | $397.01M | 0.2% | +7.7% | 90.352% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 630,098 | $13.12M | 0.0% | +20.4% | 2.986% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 29,729 | $619K | 0.0% | +5.9% | 0.141% | |
| 2/2/2024 | Valmark Advisers Inc. | 34,553 | $720K | 0.0% | +14.9% | 0.164% | |
| 2/2/2024 | Total Investment Management Inc. | 646,367 | $13.46M | 1.7% | +0.4% | 3.063% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 20,555 | $428K | 0.0% | +5.4% | 0.097% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 10,642 | $222K | 0.0% | +9.5% | 0.050% | |
| 1/25/2024 | International Assets Investment Management LLC | 15,765 | $328K | 0.0% | N/A | 0.075% | |
| 1/24/2024 | International Assets Investment Management LLC | 15,765 | $328K | 0.0% | N/A | 0.075% | |
| 1/18/2024 | Lockerman Financial Group Inc. | 10,610 | $221K | 0.5% | -4.7% | 0.050% | |
| 1/16/2024 | Raymond James & Associates | 203,208 | $4.23M | 0.0% | N/A | 0.963% | |
| 1/16/2024 | Leicht Financial Planning & Wealth Management Inc. | 11,503 | $240K | 0.1% | N/A | 0.055% | |
| 11/13/2023 | Envestnet Portfolio Solutions Inc. | 28,076 | $561K | 0.0% | N/A | 0.133% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 523,268 | $10.46M | 0.0% | +7.5% | 2.480% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 19,506 | $390K | 0.0% | +9.6% | 0.092% | |
| 11/8/2023 | Valmark Advisers Inc. | 30,062 | $601K | 0.0% | N/A | 0.142% | |
| 10/31/2023 | Allworth Financial LP | 1,309 | $26K | 0.0% | -51.6% | 0.006% | |
| 10/30/2023 | Congress Wealth Management LLC DE | 861,602 | $17.22M | 0.4% | +3.1% | 4.083% | |
| 10/24/2023 | Total Investment Management Inc. | 643,595 | $12.86M | 1.8% | +27.0% | 3.050% | |
| 10/20/2023 | Lockerman Financial Group Inc. | 11,135 | $223K | 0.6% | N/A | 0.053% | |
| 10/11/2023 | Geneos Wealth Management Inc. | 9,719 | $194K | 0.0% | N/A | 0.046% | |
| 10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 8,792 | $176K | 0.1% | N/A | 0.042% | |
| 8/11/2023 | Franklin Resources Inc. | 17,215,669 | $357.60M | 0.2% | +3.3% | 81.591% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 15,947 | $331K | 0.0% | +20.1% | 0.075% | |
Washington Is Broke—and Eyeing Your Savings Next (Ad) Washington is running out of money…And guess where they'll look next?
When governments go broke, they take from the people.
It's happened before, and it's happening again.
The Department of Justice just admitted that cash isn't legally YOUR property. Get your free guide now by clicking here >> |
| 8/10/2023 | Cetera Investment Advisers | 52,385 | $1.09M | 0.0% | +3.3% | 0.247% | |
| 8/7/2023 | Vestmark Advisory Solutions Inc. | 15,870 | $330K | 0.0% | +13.8% | 0.075% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 122,314 | $2.54M | 0.0% | +14.0% | 0.577% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 17,799 | $370K | 0.0% | +75.0% | 0.084% | |
| 7/31/2023 | LPL Financial LLC | 82,216 | $1.71M | 0.0% | +136.6% | 0.388% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 486,673 | $10.11M | 0.0% | +9.8% | 2.296% | |
| 7/13/2023 | Congress Wealth Management LLC DE | 835,694 | $17.36M | 0.4% | +4,708.6% | 3.942% | |
| 7/6/2023 | Total Investment Management Inc. | 506,630 | $10.52M | 1.4% | +2.8% | 2.418% | |
| 6/14/2023 | Atria Wealth Solutions Inc. | 10,171 | $216K | 0.0% | N/A | 0.049% | |
| 5/12/2023 | Franklin Resources Inc. | 16,662,925 | $353.75M | 0.2% | -0.3% | 83.944% | |
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