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% | |
2/15/2024 | Citadel Advisors LLC | 33,449 | $697K | 0.0% | +91.5% | 0.159% | |
2/13/2024 | Envestnet Asset Management Inc. | 117,302 | $2.44M | 0.0% | -7.8% | 0.556% | |
2/13/2024 | Cetera Advisor Networks LLC | 15,956 | $332K | 0.0% | -23.4% | 0.076% | |
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 | LPL Financial LLC | 49,166 | $983K | 0.0% | -40.2% | 0.233% | |
11/13/2023 | Envestnet Asset Management Inc. | 127,290 | $2.54M | 0.0% | +4.1% | 0.603% | |
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% | |
8/21/2023 | Osaic Holdings Inc. | 33,577 | $697K | 0.0% | +25.0% | 0.159% | |
8/15/2023 | IHT Wealth Management LLC | 1,165,403 | $24.21M | 1.3% | -4.9% | 5.523% | |
8/15/2023 | Citadel Advisors LLC | 23,462 | $487K | 0.0% | +28.9% | 0.111% | |
8/11/2023 | Franklin Resources Inc. | 17,215,669 | $357.60M | 0.2% | +3.3% | 81.591% | |
8/10/2023 | Osaic Holdings Inc. | 33,577 | $697K | 0.0% | +25.0% | 0.159% | |
8/10/2023 | Cetera Advisor Networks LLC | 15,947 | $331K | 0.0% | +20.1% | 0.075% | |
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% | |
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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% | |
5/16/2023 | Total Investment Management Inc. | 492,652 | $10.46M | 2.0% | +5.3% | 2.482% | |
5/15/2023 | IHT Wealth Management LLC | 1,225,259 | $26.01M | 1.5% | +218.1% | 6.173% | |
5/15/2023 | Cetera Investment Advisers | 50,717 | $1.08M | 0.0% | +12.8% | 0.256% | |
5/12/2023 | OLD Mission Capital LLC | 31,625 | $671K | 0.0% | N/A | 0.159% | |
5/12/2023 | Franklin Resources Inc. | 16,662,925 | $353.75M | 0.2% | -0.3% | 83.944% | |
5/12/2023 | HighTower Advisors LLC | 12,883 | $271K | 0.0% | -91.2% | 0.065% | |
5/11/2023 | Envestnet Asset Management Inc. | 107,257 | $2.28M | 0.0% | +22.8% | 0.540% | |
5/10/2023 | LPL Financial LLC | 34,753 | $738K | 0.0% | +31.4% | 0.175% | |
5/9/2023 | Vestmark Advisory Solutions Inc. | 13,946 | $296K | 0.0% | +42.9% | 0.070% | |
5/2/2023 | Key Financial Inc | 5,065 | $108K | 0.0% | N/A | 0.026% | |
4/28/2023 | Janney Montgomery Scott LLC | 443,349 | $9.41M | 0.0% | +16.8% | 2.233% | |
4/14/2023 | Congress Wealth Management LLC DE | 17,379 | $369K | 0.0% | -8.3% | 0.088% | |
2/15/2023 | IHT Wealth Management LLC | 385,165 | $7.97M | 0.5% | N/A | 2.011% | |
2/15/2023 | Jane Street Group LLC | 324,087 | $6.71M | 0.0% | +268.3% | 1.692% | |
2/15/2023 | Morgan Stanley | 5,620 | $116K | 0.0% | N/A | 0.029% | |
2/14/2023 | Susquehanna International Group LLP | 83,587 | $1.73M | 0.0% | N/A | 0.436% | |
2/14/2023 | Cetera Advisor Networks LLC | 12,148 | $251K | 0.0% | N/A | 0.063% | |
2/14/2023 | Cetera Investment Advisers | 44,942 | $930K | 0.0% | N/A | 0.235% | |
2/10/2023 | Franklin Resources Inc. | 16,707,279 | $345.84M | 0.2% | +9.9% | 87.244% | |
2/10/2023 | Advisor Group Holdings Inc. | 27,956 | $579K | 0.0% | +1,836.0% | 0.146% | |
2/9/2023 | HighTower Advisors LLC | 145,627 | $3.02M | 0.0% | N/A | 0.760% | |
2/7/2023 | LPL Financial LLC | 26,452 | $548K | 0.0% | +75.4% | 0.138% | |
2/7/2023 | Envestnet Asset Management Inc. | 87,336 | $1.81M | 0.0% | +12.8% | 0.456% | |
2/1/2023 | Total Investment Management Inc. | 467,748 | $9.68M | 2.4% | N/A | 2.443% | |
2/1/2023 | Janney Montgomery Scott LLC | 379,430 | $7.85M | 0.0% | +4.0% | 1.981% | |
1/31/2023 | Westside Investment Management Inc. | 2,000 | $41K | 0.0% | N/A | 0.010% | |
1/20/2023 | Vestmark Advisory Solutions Inc. | 9,757 | $202K | 0.0% | N/A | 0.051% | |
1/13/2023 | Allworth Financial LP | 2,691 | $56K | 0.0% | N/A | 0.014% | |
11/16/2022 | Jane Street Group LLC | 88,003 | $1.83M | 0.0% | -74.8% | 0.471% | |
11/10/2022 | Envestnet Asset Management Inc. | 77,442 | $1.61M | 0.0% | +88.7% | 0.429% | |
11/10/2022 | UBS Group AG | 1,626 | $34K | 0.0% | N/A | 0.009% | |
11/9/2022 | Congress Wealth Management LLC DE | 18,959 | $395K | 0.0% | N/A | 0.105% | |
10/27/2022 | Money Concepts Capital Corp | 3,466 | $72K | 0.0% | -24.7% | 0.019% | |
10/25/2022 | Janney Montgomery Scott LLC | 364,942 | $7.59M | 0.0% | +70.9% | 2.022% | |
8/16/2022 | Jane Street Group LLC | 348,800 | $7.61M | 0.0% | +32.6% | 2.779% | |
8/12/2022 | Franklin Resources Inc. | 16,500,712 | $359.88M | 0.2% | +2.3% | 131.480% | |
8/8/2022 | TownSquare Capital LLC | 13,219 | $288K | 0.0% | N/A | 0.105% | |
8/3/2022 | Envestnet Asset Management Inc. | 41,037 | $895K | 0.0% | -27.7% | 0.327% | |
8/3/2022 | Janney Montgomery Scott LLC | 213,579 | $4.66M | 0.0% | +70.6% | 1.483% | |
7/18/2022 | Money Concepts Capital Corp | 4,605 | $101K | 0.0% | -99.0% | 0.029% | |
5/17/2022 | Jane Street Group LLC | 263,125 | $5.97M | 0.0% | +95.6% | 1.442% | |
5/10/2022 | Lockerman Financial Group Inc. | 11,231 | $254K | 0.7% | N/A | 0.062% | |
5/4/2022 | Janney Montgomery Scott LLC | 125,224 | $2.84M | 0.0% | +14.0% | 0.702% | |
5/4/2022 | Prospera Financial Services Inc | 3,153 | $71K | 0.0% | N/A | 0.018% | |
5/4/2022 | Envestnet Asset Management Inc. | 56,754 | $1.29M | 0.0% | +5.6% | 0.318% | |
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2/4/2022 | Envestnet Asset Management Inc. | 53,728 | $1.28M | 0.0% | +16.4% | 0.313% | |
1/27/2022 | Janney Montgomery Scott LLC | 109,870 | $2.63M | 0.0% | -6.1% | 0.619% | |
11/16/2021 | Jane Street Group LLC | 192,468 | $4.62M | 0.0% | +2,153.7% | 1.113% | |
11/15/2021 | Franklin Resources Inc. | 16,411,876 | $394.21M | 0.1% | -6.9% | 94.866% | |
11/12/2021 | OLD Mission Capital LLC | 9,774 | $235K | 0.0% | N/A | 0.056% | |
11/5/2021 | Advisor Group Holdings Inc. | 1,800 | $43K | 0.0% | -20.3% | 0.010% | |
10/29/2021 | Janney Montgomery Scott LLC | 116,983 | $2.81M | 0.0% | +15.1% | 0.680% | |
8/13/2021 | Franklin Resources Inc. | 17,635,576 | $425.38M | 0.2% | +2.7% | 99.355% | |
8/11/2021 | Susquehanna International Group LLP | 48,060 | $1.16M | 0.0% | -50.2% | 0.271% | |
8/4/2021 | Envestnet Asset Management Inc. | 22,839 | $551K | 0.0% | +35.6% | 0.129% | |