5/8/2024 | AMJ Financial Wealth Management | 14,204 | $323K | 0.1% | N/A | 0.022% | |
5/2/2024 | RiverFront Investment Group LLC | 424,913 | $9.66M | 0.3% | +8.6% | 0.674% | |
5/2/2024 | Palisade Asset Management LLC | 1,653 | $38K | 0.0% | N/A | 0.003% | |
5/2/2024 | Greenwood Capital Associates LLC | 124,747 | $2.84M | 0.4% | +93.0% | 0.198% | |
5/1/2024 | Janney Montgomery Scott LLC | 73,358 | $1.67M | 0.0% | +5.8% | 0.116% | |
5/1/2024 | BNP Paribas Financial Markets | 7,548 | $172K | 0.0% | -45.1% | 0.012% | |
|
4/30/2024 | North Star Investment Management Corp. | 4,333 | $99K | 0.0% | +15.1% | 0.007% | |
4/30/2024 | HB Wealth Management LLC | 13,292 | $302K | 0.0% | N/A | 0.021% | |
4/25/2024 | Capital Investment Advisory Services LLC | 1,368 | $31K | 0.0% | +242.0% | 0.002% | |
4/22/2024 | Raymond James & Associates | 226,229 | $5.14M | 0.0% | -2.1% | 0.359% | |
4/18/2024 | AlphaMark Advisors LLC | 3,865 | $88K | 0.0% | -41.2% | 0.006% | |
4/18/2024 | Congress Wealth Management LLC DE | 1,230,375 | $27.98M | 0.5% | +1.4% | 1.967% | |
4/16/2024 | Viewpoint Capital Management LLC | 128,919 | $2.93M | 1.9% | -1.9% | 0.206% | |
4/16/2024 | Calton & Associates Inc. | 16,971 | $386K | 0.2% | -5.4% | 0.027% | |
4/16/2024 | Register Financial Advisors LLC | 2,056 | $47K | 0.0% | N/A | 0.003% | |
4/9/2024 | Alaska Permanent Fund Corp | 64,233 | $1.46M | 0.0% | -97.9% | 0.110% | |
3/22/2024 | PNC Financial Services Group Inc. | 7,135 | $150K | 0.0% | +22.0% | 0.011% | |
3/5/2024 | Fisher Asset Management LLC | 29,966,920 | $628.11M | 0.3% | -21.1% | 48.295% | |
3/5/2024 | Greenwood Capital Associates LLC | 64,643 | $1.36M | 0.2% | N/A | 0.104% | |
2/14/2024 | Azimuth Capital Investment Management LLC | 438,357 | $9.19M | 0.4% | -1.3% | 0.706% | |
2/9/2024 | Congress Wealth Management LLC DE | 1,213,718 | $25.44M | 0.5% | +0.4% | 1.956% | |
2/8/2024 | Financial Advocates Investment Management | 8,385 | $176K | 0.0% | +309.0% | 0.014% | |
2/8/2024 | Janney Montgomery Scott LLC | 69,356 | $1.45M | 0.0% | +2.4% | 0.112% | |
2/7/2024 | Calton & Associates Inc. | 17,935 | $376K | 0.2% | N/A | 0.029% | |
2/6/2024 | National Bank of Canada FI | 4,965 | $103K | 0.0% | -33.6% | 0.008% | |
2/6/2024 | Fisher Asset Management LLC | 30,046,989 | $629.79M | 0.3% | -20.9% | 48.424% | |
2/5/2024 | RiverFront Investment Group LLC | 391,101 | $8.20M | 0.3% | +0.5% | 0.630% | |
2/2/2024 | Truist Financial Corp | 54,681 | $1.15M | 0.0% | -1.3% | 0.088% | |
1/31/2024 | Waterfront Wealth Inc. | 236,929 | $4.97M | 1.5% | +0.5% | 0.382% | |
1/29/2024 | Valeo Financial Advisors LLC | 11,212 | $235K | 0.0% | N/A | 0.018% | |
1/26/2024 | Geneos Wealth Management Inc. | 24,884 | $522K | 0.0% | -5.2% | 0.040% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 29,400 | $616K | 0.0% | N/A | 0.047% | |
1/24/2024 | International Assets Investment Management LLC | 9,432 | $198K | 0.0% | N/A | 0.015% | |
1/19/2024 | Columbus Macro LLC | 21,964 | $460K | 0.2% | N/A | 0.035% | |
1/18/2024 | Global Retirement Partners LLC | 2,017 | $41K | 0.0% | +100,750.0% | 0.003% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 12,008 | $252K | 0.0% | N/A | 0.019% | |
1/16/2024 | Raymond James & Associates | 231,031 | $4.84M | 0.0% | +1.8% | 0.372% | |
1/11/2024 | Hedges Asset Management LLC | 35,000 | $734K | 0.6% | -2.8% | 0.056% | |
12/6/2023 | Citigroup Inc. | 10,752 | $203K | 0.0% | -59.9% | 0.017% | |
11/30/2023 | Modera Wealth Management LLC | 5,694 | $108K | 0.0% | N/A | 0.009% | |
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11/13/2023 | Stifel Financial Corp | 111,001 | $2.10M | 0.0% | -7.9% | 0.172% | |
11/13/2023 | LPL Financial LLC | 235,521 | $4.45M | 0.0% | -19.3% | 0.366% | |
11/13/2023 | Azimuth Capital Investment Management LLC | 443,952 | $8.40M | 0.4% | +0.5% | 0.690% | |
11/13/2023 | Envestnet Asset Management Inc. | 621,598 | $11.75M | 0.0% | -22.6% | 0.966% | |
11/13/2023 | Prudential PLC | 319,000 | $6.03M | 0.1% | N/A | 0.496% | |
11/13/2023 | Bank Julius Baer & Co. Ltd Zurich | 3,594 | $68K | 0.0% | -82.4% | 0.006% | |
11/13/2023 | Banco de Sabadell S.A | 44,357 | $837K | 0.7% | -3.5% | 0.069% | |
11/9/2023 | Blair William & Co. IL | 1,364 | $26K | 0.0% | -66.9% | 0.002% | |
11/9/2023 | UBS Group AG | 225,048 | $4.26M | 0.0% | -2.9% | 0.350% | |
11/8/2023 | Aptus Capital Advisors LLC | 9,770 | $185K | 0.0% | -9.2% | 0.015% | |
11/8/2023 | HighTower Advisors LLC | 92,613 | $1.72M | 0.0% | +5.1% | 0.144% | |
11/8/2023 | Janney Montgomery Scott LLC | 67,735 | $1.28M | 0.0% | -69.4% | 0.105% | |
11/8/2023 | Spire Wealth Management | 2,024 | $38K | 0.0% | -49.7% | 0.003% | |
11/7/2023 | RiverFront Investment Group LLC | 389,199 | $7.36M | 0.3% | -79.5% | 0.605% | |
10/31/2023 | AlphaMark Advisors LLC | 6,650 | $126K | 0.1% | -10.0% | 0.010% | |
10/31/2023 | Hedges Asset Management LLC | 36,000 | $681K | 0.6% | -5.3% | 0.056% | |
10/30/2023 | Congress Wealth Management LLC DE | 1,208,910 | $22.86M | 0.5% | +0.9% | 1.879% | |
10/27/2023 | Financial Advocates Investment Management | 2,050 | $39K | 0.0% | N/A | 0.003% | |
10/27/2023 | Parcion Private Wealth LLC | 17,702 | $335K | 0.0% | -5.8% | 0.026% | |
10/26/2023 | Viewpoint Capital Management LLC | 131,406 | $2.49M | 2.0% | +1.6% | 0.191% | |
10/24/2023 | Raymond James & Associates | 226,843 | $4.29M | 0.0% | -53.2% | 0.330% | |
10/24/2023 | Kingswood Wealth Advisors LLC | 16,931 | $320K | 0.1% | N/A | 0.025% | |
10/23/2023 | Commonwealth Equity Services LLC | 23,156 | $438K | 0.0% | +4.6% | 0.034% | |
10/11/2023 | CWM LLC | 1,343 | $25K | 0.0% | +408.7% | 0.002% | |
8/14/2023 | Aspen Grove Capital LLC | 150,168 | $2.88M | 0.9% | +3.9% | 0.190% | |
8/14/2023 | Azimuth Capital Investment Management LLC | 441,552 | $8.47M | 0.4% | -0.8% | 0.558% | |
8/14/2023 | Guardian Wealth Advisors LLC NC | 10,759 | $206K | 0.0% | -4.7% | 0.014% | |
8/11/2023 | Trexquant Investment LP | 13,551 | $260K | 0.0% | N/A | 0.017% | |
8/11/2023 | JPMorgan Chase & Co. | 7,537,760 | $144.57M | 0.0% | +28.4% | 9.523% | |
8/10/2023 | GeoWealth Management LLC | 28,318 | $543K | 0.1% | +26.5% | 0.036% | |
8/10/2023 | Viewpoint Capital Management LLC | 129,306 | $2.48M | 1.9% | +1.7% | 0.163% | |
8/9/2023 | Spire Wealth Management | 4,024 | $77K | 0.0% | +65.7% | 0.005% | |
8/9/2023 | BNP Paribas Arbitrage SNC | 23,818 | $457K | 0.0% | -57.8% | 0.030% | |
8/8/2023 | Fisher Asset Management LLC | 37,695,596 | $723.00M | 0.4% | -0.9% | 47.626% | |
8/8/2023 | Geneos Wealth Management Inc. | 26,254 | $504K | 0.0% | -4.0% | 0.033% | |
8/8/2023 | Prospera Financial Services Inc | 15,759 | $302K | 0.0% | -66.0% | 0.020% | |
8/7/2023 | Vestmark Advisory Solutions Inc. | 17,649 | $339K | 0.0% | -3.5% | 0.022% | |
8/4/2023 | Envestnet Asset Management Inc. | 803,559 | $15.41M | 0.0% | +0.8% | 1.015% | |
8/3/2023 | Triumph Capital Management | 11,632 | $223K | 0.1% | -68.3% | 0.015% | |
8/2/2023 | Bank of Montreal Can | 40,338 | $774K | 0.0% | N/A | 0.051% | |
8/1/2023 | RiverFront Investment Group LLC | 1,896,969 | $36.38M | 1.2% | +11.6% | 2.397% | |
8/1/2023 | Truist Financial Corp | 202,520 | $3.88M | 0.0% | +1.1% | 0.256% | |
8/1/2023 | Valence8 US LP | 316,604 | $6.07M | 4.0% | +41.2% | 0.400% | |
7/31/2023 | Alaska Permanent Fund Corp | 3,032,796 | $58.17M | 1.1% | N/A | 3.832% | |
7/31/2023 | LPL Financial LLC | 291,986 | $5.60M | 0.0% | +9.5% | 0.369% | |
7/28/2023 | Koshinski Asset Management Inc. | 17,571 | $337K | 0.0% | +3.4% | 0.022% | |
7/28/2023 | Waterfront Wealth Inc. | 219,938 | $4.44M | 1.3% | -3.7% | 0.278% | |
7/26/2023 | Janney Montgomery Scott LLC | 221,485 | $4.25M | 0.0% | -0.6% | 0.280% | |
7/26/2023 | National Bank of Canada FI | 7,515 | $144K | 0.0% | -6.7% | 0.009% | |
7/25/2023 | Raymond James & Associates | 484,858 | $9.30M | 0.0% | -5.2% | 0.613% | |
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7/24/2023 | Source Financial Advisors LLC | 28,318 | $543K | 0.2% | +26.5% | 0.036% | |
7/24/2023 | Calton & Associates Inc. | 16,670 | $320K | 0.1% | -10.0% | 0.021% | |
7/24/2023 | Bank Julius Baer & Co. Ltd Zurich | 20,372 | $391K | 0.0% | -6.3% | 0.026% | |
7/21/2023 | Creative Planning | 19,918 | $382K | 0.0% | N/A | 0.026% | |
7/20/2023 | Bank Julius Baer & Co. Ltd Zurich | 20,371,983 | $390.74M | 0.0% | +93,641.9% | 26.236% | |
7/13/2023 | Congress Wealth Management LLC DE | 1,198,632 | $22.99M | 0.5% | +1.3% | 1.544% | |
7/12/2023 | EWG Elevate Inc. | 71,271 | $1.37M | 0.6% | -43.5% | 0.092% | |
7/10/2023 | AE Wealth Management LLC | 11,414 | $219K | 0.0% | N/A | 0.015% | |
5/15/2023 | Guardian Wealth Advisors LLC NC | 11,292 | $211K | 0.0% | +6.6% | 0.014% | |
5/12/2023 | GeoWealth Management LLC | 22,382 | $419K | 0.0% | N/A | 0.027% | |