5/15/2024 | SVB Wealth LLC | 7,477 | $301K | 0.0% | -47.5% | 0.018% | |
5/15/2024 | Blue Edge Capital LLC | 64,179 | $2.58M | 0.4% | +18.3% | 0.155% | |
5/11/2024 | Aufman Associates Inc | 18,933 | $762K | 0.5% | +11.0% | 0.046% | |
5/10/2024 | TIAA Trust National Association | 1,850,235 | $74.51M | 0.2% | +5.1% | 4.475% | |
5/10/2024 | 1ST Source Bank | 9,095 | $366K | 0.0% | +7.9% | 0.022% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 22,726 | $915K | 0.1% | +9.6% | 0.055% | |
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5/9/2024 | Portland Global Advisors LLC | 20,490 | $825K | 0.1% | -39.2% | 0.050% | |
5/2/2024 | Haverford Trust Co | 46,591 | $1.88M | 0.0% | +13.2% | 0.114% | |
4/30/2024 | SWS Partners | 7,550 | $304K | 0.1% | +13.1% | 0.018% | |
4/25/2024 | Valeo Financial Advisors LLC | 22,045 | $839K | 0.0% | -5.6% | 0.054% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 194,430 | $7.83M | 0.0% | +6.9% | 0.476% | |
4/22/2024 | Invera Wealth Advisors LLC | 89,717 | $3.32M | 2.8% | +0.6% | 0.220% | |
4/12/2024 | AdvisorNet Financial Inc | 7,537 | $304K | 0.0% | -9.0% | 0.020% | |
4/11/2024 | Bangor Savings Bank | 18,106 | $729K | 0.1% | +81.6% | 0.047% | |
4/9/2024 | Montecito Bank & Trust | 15,016 | $605K | 0.1% | -7.4% | 0.039% | |
2/21/2024 | Garde Capital Inc. | 63,693 | $2.42M | 0.2% | -28.0% | 0.165% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 20,726 | $788K | 0.1% | -4.6% | 0.054% | |
2/12/2024 | Parallel Advisors LLC | 24,906 | $947K | 0.0% | -14.4% | 0.065% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 181,955 | $6.92M | 0.0% | -5.8% | 0.471% | |
2/8/2024 | Haverford Trust Co | 41,161 | $1.57M | 0.0% | -9.8% | 0.107% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 25,257 | $960K | 0.0% | +12.8% | 0.065% | |
2/6/2024 | First Horizon Advisors Inc. | 6,323 | $240K | 0.0% | -30.2% | 0.016% | |
1/30/2024 | SVB Wealth LLC | 14,244 | $541K | 0.0% | -8.2% | 0.037% | |
1/29/2024 | Crestwood Advisors Group LLC | 67,501 | $2.57M | 0.1% | -2.1% | 0.175% | |
1/29/2024 | Baystate Wealth Management LLC | 29,602 | $1.13M | 0.1% | +3.7% | 0.077% | |
1/29/2024 | Valeo Financial Advisors LLC | 23,350 | $888K | 0.0% | +2.2% | 0.060% | |
1/24/2024 | Mascoma Wealth Management LLC | 37,251 | $1.42M | 0.4% | -20.8% | 0.097% | |
1/23/2024 | Carolina Wealth Advisors LLC | 4,044 | $154K | 0.1% | +8.0% | 0.010% | |
1/23/2024 | TIAA Trust National Association | 1,761,145 | $66.94M | 0.2% | +18.9% | 4.563% | |
1/19/2024 | AdvisorNet Financial Inc | 8,281 | $315K | 0.0% | +19.0% | 0.021% | |
1/19/2024 | Quent Capital LLC | 63,809 | $2.43M | 0.3% | +67.6% | 0.165% | |
1/11/2024 | Whittier Trust Co. | 31,201 | $1.19M | 0.0% | -10.7% | 0.081% | |
1/8/2024 | Horizons Wealth Management | 5,127 | $195K | 0.1% | N/A | 0.013% | |
11/17/2023 | Garde Capital Inc. | 88,488 | $2.98M | 0.3% | -1.4% | 0.229% | |
11/16/2023 | American Trust | 9,228 | $311K | 0.0% | +8.2% | 0.024% | |
11/15/2023 | Crestwood Advisors Group LLC | 68,964 | $2.32M | 0.1% | -3.3% | 0.179% | |
11/15/2023 | Baker Avenue Asset Management LP | 5,526 | $186K | 0.0% | N/A | 0.014% | |
11/13/2023 | Asset Dedication LLC | 79,594 | $2.68M | 0.2% | +4.8% | 0.206% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 22,399 | $754K | 0.0% | +26.5% | 0.058% | |
11/13/2023 | Aufman Associates Inc | 17,287 | $582K | 0.5% | +10.0% | 0.045% | |
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11/13/2023 | Sugarloaf Wealth Management LLC | 1,104 | $37K | 0.0% | -60.3% | 0.003% | |
11/13/2023 | Financial Engines Advisors L.L.C. | 94,966 | $3.21M | 0.0% | +11.4% | 0.246% | |
11/8/2023 | Janney Montgomery Scott LLC | 13,509 | $455K | 0.0% | -54.7% | 0.035% | |
11/8/2023 | Dorsey & Whitney Trust CO LLC | 21,726 | $731K | 0.1% | -8.4% | 0.056% | |
10/30/2023 | Bogart Wealth LLC | 1,444 | $49K | 0.0% | +149.4% | 0.004% | |
10/27/2023 | First Horizon Advisors Inc. | 9,057 | $305K | 0.0% | -25.1% | 0.023% | |
10/27/2023 | TIAA Trust National Association | 1,480,768 | $49.83M | 0.2% | N/A | 3.836% | |
10/27/2023 | Whittier Trust Co. | 34,951 | $1.18M | 0.0% | +17.4% | 0.091% | |
10/26/2023 | Baystate Wealth Management LLC | 28,555 | $961K | 0.1% | +1.5% | 0.074% | |
10/24/2023 | Bank of New York Mellon Corp | 10,571 | $356K | 0.0% | -45.2% | 0.027% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 193,077 | $6.50M | 0.0% | -3.3% | 0.500% | |
10/23/2023 | SVB Wealth LLC | 15,514 | $522K | 0.0% | +5.6% | 0.040% | |
10/20/2023 | Valeo Financial Advisors LLC | 22,841 | $769K | 0.0% | +4.2% | 0.059% | |
10/17/2023 | Carolina Wealth Advisors LLC | 3,746 | $126K | 0.1% | +17.9% | 0.010% | |
10/13/2023 | Mascoma Wealth Management LLC | 47,045 | $1.58M | 0.5% | -7.7% | 0.122% | |
10/12/2023 | AdvisorNet Financial Inc | 6,957 | $234K | 0.0% | -15.3% | 0.018% | |
10/10/2023 | Quent Capital LLC | 38,070 | $1.28M | 0.2% | +26.5% | 0.099% | |
9/21/2023 | Baystate Wealth Management LLC | 28,129 | $999K | 0.1% | -30.2% | 0.073% | |
8/29/2023 | Garde Capital Inc. | 89,775 | $3.19M | 0.3% | +4.7% | 0.233% | |
8/22/2023 | Asset Dedication LLC | 75,954 | $2.70M | 0.2% | +2.1% | 0.197% | |
8/21/2023 | Blue Edge Capital LLC | 62,801 | $2.23M | 0.4% | -12.5% | 0.163% | |
8/14/2023 | American Trust | 8,526 | $303K | 0.0% | -25.7% | 0.022% | |
8/11/2023 | Aufman Associates Inc | 15,717 | $558K | 0.5% | +3.7% | 0.041% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 85,212 | $3.03M | 0.0% | +23.1% | 0.221% | |
8/9/2023 | 1ST Source Bank | 8,528 | $303K | 0.0% | +20.0% | 0.022% | |
8/8/2023 | Haverford Trust Co | 45,638 | $1.62M | 0.0% | +23.2% | 0.113% | |
8/7/2023 | Wells Financial Advisors INC | 6,995 | $248K | 0.2% | -17.0% | 0.017% | |
8/4/2023 | Parallel Advisors LLC | 29,263 | $1.04M | 0.0% | -8.8% | 0.072% | |
8/2/2023 | Baystate Wealth Management LLC | 6,085 | $216K | 0.0% | -84.9% | 0.015% | |
8/1/2023 | Spinnaker Trust | 9,236 | $328K | 0.0% | -5.2% | 0.023% | |
7/31/2023 | Ten Capital Wealth Advisors LLC | 16,162 | $574K | 0.2% | N/A | 0.040% | |
7/31/2023 | TIAA FSB | 1,367,116 | $48.56M | 0.2% | +24.7% | 3.376% | |
7/26/2023 | SWS Partners | 920 | $218K | 0.1% | -86.2% | 0.002% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 2,749 | $98K | 0.0% | -36.9% | 0.007% | |
7/26/2023 | Janney Montgomery Scott LLC | 29,840 | $1.06M | 0.0% | +19.4% | 0.074% | |
7/18/2023 | Fiduciary Alliance LLC | 2,312 | $82K | 0.0% | N/A | 0.006% | |
7/17/2023 | GoalVest Advisory LLC | 849 | $30K | 0.0% | N/A | 0.002% | |
7/14/2023 | AdvisorNet Financial Inc | 8,216 | $292K | 0.0% | +9.5% | 0.020% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 199,702 | $7.09M | 0.0% | +23.7% | 0.493% | |
5/25/2023 | Garde Capital Inc. | 85,780 | $2.92M | 0.3% | +4.6% | 0.211% | |
5/22/2023 | American Trust | 11,473 | $344K | 0.0% | -13.9% | 0.028% | |
5/12/2023 | Crestwood Advisors Group LLC | 69,595 | $2.37M | 0.1% | -3.3% | 0.171% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 161,446 | $5.49M | 0.0% | -2.2% | 0.397% | |
5/11/2023 | One Capital Management LLC | 17,991 | $612K | 0.0% | +8.5% | 0.044% | |
5/10/2023 | Aufman Associates Inc | 15,163 | $515K | 0.4% | +24.5% | 0.037% | |
5/9/2023 | SWS Partners | 6,651 | $226K | 0.1% | N/A | 0.016% | |
5/9/2023 | Portland Global Advisors LLC | 33,485 | $1.14M | 0.2% | +1.3% | 0.082% | |
5/9/2023 | Column Capital Advisors LLC | 2,704 | $92K | 0.0% | N/A | 0.007% | |
5/9/2023 | 1ST Source Bank | 7,106 | $242K | 0.0% | +5.9% | 0.017% | |
5/9/2023 | US Bancorp DE | 9,455 | $321K | 0.0% | +45.7% | 0.023% | |
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5/5/2023 | Assetmark Inc. | 28,403 | $965K | 0.0% | -6.6% | 0.070% | |
5/5/2023 | Financial Connections Group Inc. | 143,042 | $4.86M | 3.5% | +3.7% | 0.351% | |
5/3/2023 | Integrated Wealth Concepts LLC | 38,298 | $1.30M | 0.0% | +3.1% | 0.094% | |
5/1/2023 | Mascoma Wealth Management LLC | 53,834 | $1.80M | 0.5% | +0.9% | 0.132% | |
4/28/2023 | AdvisorNet Financial Inc | 7,506 | $255K | 0.0% | -22.5% | 0.018% | |
4/28/2023 | Janney Montgomery Scott LLC | 24,985 | $849K | 0.0% | -5.5% | 0.061% | |
4/28/2023 | Harvest Group Wealth Management LLC | 79,655 | $2.71M | 1.7% | +3.3% | 0.196% | |
4/28/2023 | Strategic Blueprint LLC | 9,731 | $331K | 0.0% | -3.7% | 0.024% | |
4/26/2023 | Morton Brown Family Wealth LLC | 6,112 | $208K | 0.1% | +118.4% | 0.015% | |
4/25/2023 | Parallel Advisors LLC | 32,085 | $1.09M | 0.0% | +542.0% | 0.079% | |