5/17/2024 | Innealta Capital LLC | 261,128 | $6.82M | 2.9% | +96.4% | 0.969% | |
5/16/2024 | Janus Henderson Group PLC | 2,018,117 | $52.73M | 0.0% | -0.4% | 7.488% | |
5/9/2024 | Eagle Bay Advisors LLC | 3,719 | $97K | 0.1% | N/A | 0.014% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 1,479 | $39K | 0.0% | -53.3% | 0.005% | |
4/23/2024 | Petra Financial Advisors Inc. | 29,352 | $767K | 0.6% | -2.8% | 0.109% | |
4/22/2024 | Accordant Advisory Group Inc | 943 | $25K | 0.0% | N/A | 0.003% | |
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4/18/2024 | Congress Wealth Management LLC DE | 905,276 | $23.66M | 0.4% | +0.3% | 3.953% | |
2/12/2024 | Proquility Private Wealth Partners LLC | 271,670 | $6.83M | 2.6% | +985.7% | 1.186% | |
2/9/2024 | Congress Wealth Management LLC DE | 902,617 | $22.70M | 0.4% | -41.3% | 3.942% | |
2/9/2024 | Franklin Resources Inc. | 1,075,192 | $27.04M | 0.0% | -73.6% | 4.695% | |
2/9/2024 | Corient Private Wealth LLC | 28,838 | $725K | 0.0% | -5.7% | 0.126% | |
2/9/2024 | Wells Fargo & Company MN | 653,802 | $16.44M | 0.0% | -13.0% | 2.855% | |
2/8/2024 | Laffer Tengler Investments Inc. | 7,328 | $184K | 0.0% | +19.1% | 0.032% | |
1/29/2024 | Petra Financial Advisors Inc. | 30,200 | $759K | 0.6% | -8.2% | 0.132% | |
1/12/2024 | CX Institutional | 531,211 | $13.36M | 0.7% | N/A | 2.320% | |
11/16/2023 | Orion Capital Management LLC | 1,059 | $25K | 0.0% | N/A | 0.005% | |
11/14/2023 | PGIM Custom Harvest LLC | 200,019 | $4.78M | 0.1% | +15.5% | 0.873% | |
11/4/2023 | Syon Capital LLC | 9,695 | $232K | 0.0% | N/A | 0.042% | |
10/30/2023 | Congress Wealth Management LLC DE | 1,538,810 | $36.80M | 0.8% | -0.9% | 6.720% | |
10/13/2023 | Global Retirement Partners LLC | 6,669 | $156K | 0.0% | -6.9% | 0.029% | |
10/11/2023 | Marotta Asset Management | 12,382 | $296K | 0.1% | -31.0% | 0.054% | |
10/11/2023 | Vontobel Holding Ltd. | 107,700 | $2.58M | 0.0% | +1.9% | 0.470% | |
8/11/2023 | Franklin Resources Inc. | 2,375,192 | $57.99M | 0.0% | -24.1% | 10.372% | |
8/9/2023 | Flow Traders U.S. LLC | 151,331 | $3.70M | 0.2% | -11.2% | 0.661% | |
7/31/2023 | LPL Financial LLC | 49,865 | $1.22M | 0.0% | -1.2% | 0.218% | |
7/26/2023 | Petra Financial Advisors Inc. | 34,569 | $844K | 0.8% | -7.8% | 0.151% | |
7/24/2023 | Vontobel Holding Ltd. | 105,700 | $2.53M | 0.0% | -1.9% | 0.462% | |
7/13/2023 | Congress Wealth Management LLC DE | 1,552,696 | $37.91M | 0.9% | -1.7% | 6.780% | |
7/13/2023 | Cabot Wealth Management Inc. | 117,514 | $2.87M | 0.4% | -0.6% | 0.513% | |
7/5/2023 | Marotta Asset Management | 17,947 | $438K | 0.1% | N/A | 0.077% | |
5/15/2023 | PGIM Custom Harvest LLC | 169,740 | $4.11M | 0.2% | +14.8% | 0.722% | |
5/15/2023 | Flow Traders U.S. LLC | 170,447 | $4.13M | 0.2% | -64.1% | 0.725% | |
5/12/2023 | Main Management ETF Advisors LLC | 508,165 | $12.30M | 1.0% | +49.3% | 2.162% | |
5/12/2023 | Franklin Resources Inc. | 3,130,192 | $75.78M | 0.0% | +36.1% | 13.320% | |
5/10/2023 | Proquility Private Wealth Partners LLC | 24,984 | $605K | 0.2% | +34.6% | 0.106% | |
5/10/2023 | Bell Investment Advisors Inc | 2,398 | $58K | 0.0% | +45.1% | 0.010% | |
5/10/2023 | Orion Capital Management LLC | 1,059 | $26K | 0.0% | N/A | 0.005% | |
5/9/2023 | Grey Fox Wealth Advisors LLC | 1,207 | $29K | 0.0% | N/A | 0.005% | |
4/28/2023 | Wealthfront Advisers LLC | 8,715 | $211K | 0.0% | N/A | 0.037% | |
4/25/2023 | Parallel Advisors LLC | 3,028 | $73K | 0.0% | N/A | 0.013% | |
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4/20/2023 | Petra Financial Advisors Inc. | 37,486 | $908K | 0.9% | -12.5% | 0.160% | |
4/20/2023 | Cabot Wealth Management Inc. | 118,184 | $2.86M | 0.5% | +0.7% | 0.503% | |
4/14/2023 | Congress Wealth Management LLC DE | 1,579,559 | $38.24M | 0.9% | -1.5% | 6.722% | |
4/12/2023 | Vontobel Holding Ltd. | 107,700 | $2.61M | 0.0% | N/A | 0.458% | |
4/10/2023 | Tradewinds Capital Management LLC | 3,835 | $93K | 0.0% | N/A | 0.016% | |
3/6/2023 | OLD Mission Capital LLC | 7,185 | $164K | 0.0% | N/A | 0.032% | |
2/15/2023 | Flow Traders U.S. LLC | 474,430 | $10.86M | 0.5% | +19.6% | 2.081% | |
2/15/2023 | Main Management ETF Advisors LLC | 340,375 | $7.79M | 0.7% | N/A | 1.493% | |
2/13/2023 | Integrated Wealth Concepts LLC | 65,713 | $1.50M | 0.0% | N/A | 0.288% | |
2/10/2023 | Bank of America Corp DE | 9,745,967 | $222.99M | 0.0% | -8.4% | 42.745% | |
2/10/2023 | Franklin Resources Inc. | 2,300,192 | $52.63M | 0.0% | +79.5% | 10.089% | |
2/10/2023 | Laffer Tengler Investments | 1,760 | $40K | 0.0% | +41.1% | 0.008% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 10,695 | $245K | 0.0% | -20.6% | 0.047% | |
2/8/2023 | Belpointe Asset Management LLC | 1,831 | $42K | 0.0% | N/A | 0.008% | |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 3,530 | $81K | 0.0% | -17.2% | 0.015% | |
2/7/2023 | LPL Financial LLC | 50,115 | $1.15M | 0.0% | +41.1% | 0.220% | |
2/7/2023 | Envestnet Asset Management Inc. | 56,302 | $1.29M | 0.0% | -62.1% | 0.247% | |
2/2/2023 | Congress Wealth Management LLC DE | 1,603,165 | $36.68M | 0.9% | -4.9% | 7.031% | |
1/31/2023 | Cabot Wealth Management Inc. | 117,374 | $2.69M | 0.5% | +7.0% | 0.515% | |
1/19/2023 | Retirement Planning Group | 19,617 | $449K | 0.1% | +4.9% | 0.090% | |
11/15/2022 | Flow Traders U.S. LLC | 396,740 | $7.76M | 0.4% | +232.0% | 2.061% | |
11/14/2022 | Transamerica Financial Advisors Inc. | 54,294 | $1.06M | 0.2% | -2.0% | 0.282% | |
11/14/2022 | MML Investors Services LLC | 188,307 | $3.69M | 0.0% | -5.9% | 0.978% | |
11/10/2022 | Envestnet Asset Management Inc. | 148,686 | $2.91M | 0.0% | -66.5% | 0.772% | |
11/9/2022 | Bessemer Group Inc. | 3,260 | $64K | 0.0% | N/A | 0.017% | |
11/9/2022 | Congress Wealth Management LLC DE | 1,685,050 | $32.98M | 0.9% | -25.9% | 8.754% | |
11/8/2022 | Meridian Investment Counsel Inc. | 41,545 | $813K | 0.4% | -1.8% | 0.216% | |
11/4/2022 | Prudential Financial Inc. | 179,490 | $3.99M | 0.0% | +25.6% | 0.932% | |
10/21/2022 | Columbus Macro LLC | 61,019 | $1.19M | 0.5% | +15.2% | 0.317% | |
10/19/2022 | Cabot Wealth Management Inc. | 109,717 | $2.15M | 0.4% | +7.7% | 0.570% | |
10/17/2022 | H&H Retirement Design & Management INC | 16,722 | $329K | 0.3% | +4.1% | 0.085% | |
10/14/2022 | Private Advisor Group LLC | 30,829 | $603K | 0.0% | +8.8% | 0.156% | |
10/14/2022 | Retirement Planning Group | 18,703 | $366K | 0.0% | N/A | 0.095% | |
10/11/2022 | Marotta Asset Management | 231,077 | $4.52M | 1.2% | +11.1% | 1.170% | |
8/13/2022 | Madison Asset Management LLC | 262,414 | $5.85M | 0.1% | -4.2% | 1.171% | |
8/13/2022 | Marks Group Wealth Management Inc | 17,385 | $388K | 0.1% | -45.4% | 0.078% | |
8/13/2022 | Flow Traders U.S. LLC | 119,490 | $2.66M | 0.1% | +34.1% | 0.533% | |
8/12/2022 | LPL Financial LLC | 356,067 | $7.94M | 0.0% | +472.2% | 1.590% | |
8/12/2022 | Congress Wealth Management LLC DE | 2,272,926 | $50.66M | 1.3% | +0.1% | 10.147% | |
8/12/2022 | Franklin Resources Inc. | 1,284,658 | $28.64M | 0.0% | -0.3% | 5.735% | |
8/11/2022 | Meridian Investment Counsel Inc. | 42,315 | $943K | 0.4% | -6.6% | 0.189% | |
8/11/2022 | Cetera Investment Advisers | 67,848 | $1.51M | 0.0% | +0.7% | 0.303% | |
8/5/2022 | OLD Mission Capital LLC | 484,212 | $10.79M | 0.3% | +259.6% | 2.162% | |
8/3/2022 | Envestnet Asset Management Inc. | 444,204 | $9.90M | 0.0% | -42.2% | 1.983% | |
8/3/2022 | Janney Montgomery Scott LLC | 83,852 | $1.87M | 0.0% | -1.8% | 0.374% | |
8/3/2022 | H&H Retirement Design & Management INC | 16,057 | $372K | 0.3% | N/A | 0.072% | |
8/1/2022 | Cabot Wealth Management Inc. | 101,884 | $2.27M | 0.4% | +5.0% | 0.455% | |
7/27/2022 | Columbus Macro LLC | 52,969 | $1.18M | 0.4% | -2.1% | 0.236% | |
7/22/2022 | Truist Financial Corp | 28,627 | $638K | 0.0% | -1.6% | 0.126% | |
7/21/2022 | Marotta Asset Management | 207,906 | $4.62M | 1.1% | -12.2% | 0.916% | |
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7/15/2022 | Karp Capital Management Corp | 165,359 | $3.69M | 0.7% | N/A | 0.722% | |
7/13/2022 | Private Advisor Group LLC | 28,325 | $631K | 0.0% | +34.5% | 0.124% | |
6/7/2022 | Bank of America Corp DE | 11,096,548 | $280.85M | 0.0% | +6.8% | 46.236% | |
5/12/2022 | Madison Asset Management LLC | 273,780 | $6.93M | 0.1% | -12.9% | 1.175% | |
5/11/2022 | Raymond James & Associates | 231,223 | $5.85M | 0.0% | N/A | 0.992% | |
5/11/2022 | Main Management LLC | 102,527 | $2.60M | 0.3% | +292.9% | 0.440% | |
5/10/2022 | Marks Group Wealth Management Inc | 31,865 | $807K | 0.1% | -31.6% | 0.137% | |
5/10/2022 | Mercer Global Advisors Inc. ADV | 28,447 | $720K | 0.0% | -21.5% | 0.119% | |
5/9/2022 | Csenge Advisory Group | 17,256 | $437K | 0.0% | N/A | 0.072% | |
5/5/2022 | RiverFront Investment Group LLC | 292,657 | $7.41M | 0.2% | N/A | 1.219% | |