5/17/2024 | Comerica Bank | 6,263 | $317K | 0.0% | -15.1% | 0.006% | |
5/15/2024 | SVB Wealth LLC | 621,337 | $31.42M | 0.7% | -16.6% | 0.561% | |
5/14/2024 | Wellington Wealth Strategies LLC. | 63,190 | $3.20M | 1.5% | -6.1% | 0.057% | |
5/14/2024 | InterOcean Capital Group LLC | 4,336 | $219K | 0.0% | N/A | 0.004% | |
5/13/2024 | Financial Gravity Asset Management Inc. | 62,203 | $3.15M | 0.8% | -91.0% | 0.056% | |
5/11/2024 | Alley Investment Management Company LLC | 7,615 | $385K | 0.1% | -69.3% | 0.007% | |
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5/9/2024 | Eagle Bay Advisors LLC | 4,971 | $251K | 0.2% | -42.8% | 0.004% | |
5/7/2024 | 49 Wealth Management LLC | 377,155 | $18.98M | 4.1% | +4.9% | 0.340% | |
5/6/2024 | OLD Second National Bank of Aurora | 9,761 | $494K | 0.1% | -10.9% | 0.009% | |
5/2/2024 | Haverford Trust Co | 165,252 | $8.36M | 0.1% | -2.7% | 0.149% | |
5/2/2024 | Argent Advisors Inc. | 5,296 | $268K | 0.1% | +9.7% | 0.005% | |
5/1/2024 | Janney Montgomery Scott LLC | 96,786 | $4.89M | 0.0% | +360.8% | 0.087% | |
5/1/2024 | BNP Paribas Financial Markets | 49,970 | $2.53M | 0.0% | -65.1% | 0.045% | |
4/30/2024 | Violich Capital Management Inc. | 11,950 | $604K | 0.1% | -20.2% | 0.011% | |
4/29/2024 | Crescent Grove Advisors LLC | 13,693 | $692K | 0.1% | -32.3% | 0.012% | |
4/26/2024 | YHB Investment Advisors Inc. | 1,668 | $84K | 0.0% | -76.7% | 0.002% | |
4/24/2024 | Leavell Investment Management Inc. | 11,285 | $571K | 0.0% | +15.2% | 0.010% | |
4/24/2024 | Zhang Financial LLC | 25,756 | $1.30M | 0.1% | +53.2% | 0.023% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 46,526 | $2.35M | 0.2% | +10.9% | 0.042% | |
4/23/2024 | Strategic Blueprint LLC | 14,715 | $744K | 0.1% | -28.0% | 0.013% | |
4/19/2024 | True Link Financial Advisors LLC | 40,969 | $2.07M | 0.2% | N/A | 0.034% | |
4/18/2024 | Hexagon Capital Partners LLC | 12,506 | $632K | 0.1% | -5.8% | 0.010% | |
4/16/2024 | Tsfg LLC | 19,036 | $962K | 0.2% | -10.0% | 0.016% | |
4/12/2024 | AdvisorNet Financial Inc | 7,588 | $384K | 0.0% | -44.8% | 0.006% | |
4/8/2024 | RVW Wealth LLC | 118,444 | $5.99M | 0.6% | -4.7% | 0.097% | |
2/20/2024 | Wellington Wealth Strategies LLC. | 67,292 | $3.39M | 3.0% | N/A | 0.055% | |
2/12/2024 | Tradition Wealth Management LLC | 585 | $29K | 0.0% | -75.1% | 0.000% | |
2/12/2024 | Alley Investment Management Company LLC | 24,798 | $1.25M | 0.2% | +274.9% | 0.020% | |
2/12/2024 | Parallel Advisors LLC | 177,274 | $8.93M | 0.3% | +14.5% | 0.146% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 41,943 | $2.11M | 0.2% | +4.3% | 0.035% | |
2/9/2024 | Certified Advisory Corp | 13,402 | $675K | 0.1% | -4.0% | 0.011% | |
2/9/2024 | Keystone Financial Group | 6,770 | $341K | 0.1% | -3.9% | 0.006% | |
2/8/2024 | Haverford Trust Co | 169,853 | $8.55M | 0.1% | -7.7% | 0.140% | |
2/8/2024 | Eudaimonia Partners LLC | 41,196 | $2.08M | 0.5% | -2.3% | 0.034% | |
2/8/2024 | Janney Montgomery Scott LLC | 21,002 | $1.06M | 0.0% | -11.4% | 0.017% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 148,662 | $7.49M | 0.3% | -22.0% | 0.122% | |
2/7/2024 | BNP Paribas Financial Markets | 143,085 | $7.21M | 0.0% | -1.9% | 0.118% | |
2/7/2024 | Pinnacle Wealth Management Advisory Group LLC | 7,273 | $366K | 0.0% | N/A | 0.006% | |
2/7/2024 | Bogart Wealth LLC | 1,141 | $57K | 0.0% | -57.6% | 0.001% | |
2/5/2024 | Cary Street Partners Asset Management LLC | 210,488 | $10.60M | 1.8% | -1.1% | 0.173% | |
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2/5/2024 | Hexagon Capital Partners LLC | 13,275 | $668K | 0.2% | -41.1% | 0.011% | |
2/5/2024 | Cary Street Partners Investment Advisory LLC | 52,345 | $2.64M | 0.8% | -72.5% | 0.043% | |
2/2/2024 | Madison Park Capital Advisors LLC | 4,726 | $238K | 0.2% | N/A | 0.004% | |
2/1/2024 | Prism Advisors Inc. | 22,426 | $1.13M | 0.4% | N/A | 0.018% | |
1/31/2024 | Zhang Financial LLC | 16,814 | $847K | 0.1% | -55.6% | 0.014% | |
1/30/2024 | Diversified Portfolios Inc. | 837,621 | $42.18M | 6.6% | +31.9% | 0.689% | |
1/30/2024 | SVB Wealth LLC | 745,267 | $37.53M | 0.9% | -60.7% | 0.613% | |
1/30/2024 | Crescent Grove Advisors LLC | 20,237 | $1.02M | 0.1% | -10.5% | 0.017% | |
1/29/2024 | YHB Investment Advisors Inc. | 7,158 | $360K | 0.0% | N/A | 0.006% | |
1/29/2024 | Baystate Wealth Management LLC | 1,159,142 | $58.37M | 4.3% | +2.8% | 0.954% | |
1/26/2024 | Violich Capital Management Inc. | 14,980 | $754K | 0.1% | N/A | 0.012% | |
1/26/2024 | Turtle Creek Wealth Advisors LLC | 830 | $42K | 0.0% | N/A | 0.001% | |
1/25/2024 | Strategic Blueprint LLC | 20,428 | $1.03M | 0.1% | -1.4% | 0.017% | |
1/24/2024 | Mascoma Wealth Management LLC | 33,600 | $1.69M | 0.5% | -3.5% | 0.028% | |
1/24/2024 | Tsfg LLC | 21,156 | $1.07M | 0.3% | -19.2% | 0.017% | |
1/23/2024 | Leavell Investment Management Inc. | 9,800 | $494K | 0.0% | -16.1% | 0.008% | |
1/23/2024 | Capital Advantage Inc. | 704,719 | $35.49M | 7.2% | -5.0% | 0.580% | |
1/22/2024 | Princeton Global Asset Management LLC | 79,249 | $3.99M | 1.0% | -1.2% | 0.065% | |
1/22/2024 | Fusion Capital LLC | 31,220 | $1.57M | 0.8% | -2.7% | 0.026% | |
1/19/2024 | AdvisorNet Financial Inc | 13,736 | $692K | 0.1% | -10.8% | 0.011% | |
1/11/2024 | Brookstone Capital Management | 70,151 | $3.53M | 0.1% | +2.5% | 0.058% | |
1/11/2024 | Galvin Gaustad & Stein LLC | 10,137 | $511K | 0.0% | -5.4% | 0.008% | |
1/11/2024 | Whittier Trust Co. | 36,853 | $1.86M | 0.0% | +53.5% | 0.030% | |
1/11/2024 | Chesley Taft & Associates LLC | 54,172 | $2.73M | 0.2% | -7.9% | 0.045% | |
1/11/2024 | FOCUS Wealth Advisors LLC | 7,137 | $359K | 0.2% | -30.8% | 0.006% | |
1/10/2024 | Sugarloaf Wealth Management LLC | 8,636 | $435K | 0.1% | -73.4% | 0.007% | |
1/9/2024 | First International Bank & Trust | 148,461 | $7.48M | 2.9% | -33.7% | 0.122% | |
1/8/2024 | RVW Wealth LLC | 124,345 | $6.26M | 0.7% | -3.1% | 0.102% | |
11/15/2023 | Stonebridge Capital Advisors LLC | 2,000 | $101K | 0.0% | +93.4% | 0.002% | |
11/15/2023 | Integrated Wealth Concepts LLC | 130,464 | $6.57M | 0.1% | N/A | 0.107% | |
11/14/2023 | Fusion Capital LLC | 32,085 | $1.62M | 0.9% | -7.9% | 0.026% | |
11/13/2023 | Certified Advisory Corp | 13,967 | $704K | 0.1% | +29.9% | 0.011% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 190,554 | $9.60M | 0.5% | -27.8% | 0.157% | |
11/13/2023 | Sugarloaf Wealth Management LLC | 32,432 | $1.63M | 0.4% | -35.0% | 0.027% | |
11/13/2023 | Financial Engines Advisors L.L.C. | 246,976 | $12.44M | 0.0% | +746.3% | 0.203% | |
11/8/2023 | Janney Montgomery Scott LLC | 23,705 | $1.19M | 0.0% | -5.4% | 0.020% | |
11/7/2023 | Encompass Wealth Advisors LLC | 10,400 | $524K | 0.2% | -4.4% | 0.009% | |
11/6/2023 | Keystone Financial Group | 7,045 | $355K | 0.1% | -6.3% | 0.006% | |
11/4/2023 | Syntal Capital Partners LLC | 19,822 | $999K | 0.8% | -41.0% | 0.016% | |
11/3/2023 | SageView Advisory Group LLC | 79,435 | $4.00M | 0.2% | +0.7% | 0.065% | |
11/3/2023 | Private Advisor Group LLC | 199,734 | $10.06M | 0.1% | +21.2% | 0.164% | |
11/3/2023 | Advisor OS LLC | 232,148 | $11.70M | 1.7% | +4.8% | 0.191% | |
11/2/2023 | Diversified Portfolios Inc. | 635,087 | $32.00M | 6.0% | +141.3% | 0.523% | |
10/30/2023 | Bogart Wealth LLC | 2,688 | $135K | 0.0% | -72.1% | 0.002% | |
10/30/2023 | Capital Advantage Inc. | 741,437 | $37.35M | 8.0% | -0.8% | 0.610% | |
10/30/2023 | Nvwm LLC | 1,121 | $56K | 0.0% | -30.7% | 0.001% | |
10/27/2023 | Alley Investment Management Company LLC | 6,615 | $333K | 0.1% | -96.0% | 0.005% | |
10/27/2023 | Princeton Global Asset Management LLC | 80,249 | $4.04M | 1.1% | -3.3% | 0.066% | |
10/26/2023 | Baystate Wealth Management LLC | 1,127,533 | $56.81M | 4.7% | -5.7% | 0.928% | |
10/25/2023 | Crescent Grove Advisors LLC | 22,619 | $1.14M | 0.1% | N/A | 0.019% | |
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10/25/2023 | OLD Second National Bank of Aurora | 10,951 | $552K | 0.2% | -30.0% | 0.009% | |
10/24/2023 | Bank of New York Mellon Corp | 396,228 | $19.96M | 0.0% | +0.4% | 0.326% | |
10/23/2023 | Hexagon Capital Partners LLC | 22,537 | $1.14M | 0.3% | -15.7% | 0.019% | |
10/23/2023 | SVB Wealth LLC | 1,897,419 | $95.59M | 2.1% | -37.5% | 1.562% | |
10/18/2023 | Strategic Blueprint LLC | 20,715 | $1.04M | 0.1% | +1.6% | 0.017% | |
10/17/2023 | Newbridge Financial Services Group Inc. | 5,210 | $262K | 0.1% | +148.1% | 0.004% | |
10/16/2023 | Leavell Investment Management Inc. | 11,678 | $588K | 0.0% | -10.6% | 0.010% | |
10/13/2023 | Mascoma Wealth Management LLC | 34,810 | $1.75M | 0.5% | -22.6% | 0.029% | |
10/12/2023 | AdvisorNet Financial Inc | 15,407 | $776K | 0.1% | -4.8% | 0.013% | |
10/12/2023 | First International Bank & Trust | 223,893 | $11.28M | 4.1% | -9.2% | 0.184% | |