5/1/2024 | Janney Montgomery Scott LLC | 44,948 | $1.16M | 0.0% | -40.9% | 0.044% | |
4/30/2024 | Naples Money Management LLC | 1,155 | $30K | 0.0% | N/A | 0.001% | |
4/29/2024 | Crescent Grove Advisors LLC | 15,076 | $387K | 0.0% | -7.0% | 0.015% | |
4/24/2024 | Private Trust Co. NA | 39,077 | $1.00M | 0.1% | -1.4% | 0.038% | |
4/23/2024 | Wetzel Investment Advisors Inc. | 6,703 | $170K | 0.1% | -6.0% | 0.007% | |
4/22/2024 | BTS Asset Management Inc. | 7,036 | $181K | 0.1% | N/A | 0.007% | |
|
4/17/2024 | Private Ocean LLC | 625,909 | $16.08M | 1.7% | -13.1% | 0.796% | |
4/15/2024 | GoalVest Advisory LLC | 6,290 | $162K | 0.1% | N/A | 0.008% | |
4/13/2024 | Parkside Investments LLC | 310,975 | $7.99M | 1.2% | -25.0% | 0.396% | |
4/10/2024 | Weitzel Financial Services Inc. | 19,522 | $498K | 0.2% | -7.3% | 0.025% | |
4/1/2024 | Confluence Investment Management LLC | 265,304 | $6.82M | 0.1% | N/A | 0.338% | |
3/22/2024 | Cooksen Wealth LLC | 7,471 | $189K | 0.2% | N/A | 0.010% | |
3/1/2024 | Transcendent Capital Group LLC | 1,586 | $40K | 0.0% | N/A | 0.002% | |
2/16/2024 | Aspect Partners LLC | 18,158 | $459K | 0.3% | N/A | 0.023% | |
2/13/2024 | CIBC Private Wealth Group LLC | 207,651 | $5.25M | 0.0% | N/A | 0.264% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 8,880 | $225K | 0.0% | N/A | 0.011% | |
2/9/2024 | EverSource Wealth Advisors LLC | 2,490 | $63K | 0.0% | +141.0% | 0.003% | |
2/8/2024 | Missouri Trust & Investment Co | 16,250 | $411K | 0.2% | +103.1% | 0.021% | |
2/8/2024 | Retirement Investment Advisors Inc. | 18,380 | $465K | 0.1% | +64.0% | 0.023% | |
2/8/2024 | Janney Montgomery Scott LLC | 76,034 | $1.92M | 0.0% | N/A | 0.097% | |
2/6/2024 | Legacy Financial Advisors Inc. | 129,878 | $3.29M | 0.6% | N/A | 0.165% | |
2/6/2024 | M&T Bank Corp | 235,500 | $5.96M | 0.0% | +110.1% | 0.300% | |
2/1/2024 | Foster & Motley Inc. | 10,005 | $253K | 0.0% | N/A | 0.013% | |
1/31/2024 | Wetzel Investment Advisors Inc. | 7,132 | $180K | 0.1% | N/A | 0.009% | |
1/30/2024 | SVB Wealth LLC | 71,287 | $1.80M | 0.0% | -1.2% | 0.091% | |
1/30/2024 | Crescent Grove Advisors LLC | 16,205 | $410K | 0.0% | +4.6% | 0.021% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 164,850 | $4.17M | 0.1% | N/A | 0.210% | |
1/24/2024 | Private Trust Co. NA | 39,615 | $1.00M | 0.1% | +175.7% | 0.050% | |
1/23/2024 | Private Ocean LLC | 719,976 | $18.22M | 1.8% | -35.4% | 0.916% | |
1/22/2024 | Essex Savings Bank | 69,761 | $1.76M | 0.5% | N/A | 0.089% | |
1/19/2024 | AdvisorNet Financial Inc | 18,109 | $458K | 0.0% | -15.9% | 0.023% | |
1/11/2024 | Parkside Investments LLC | 414,453 | $10.49M | 1.8% | +5.6% | 0.527% | |
1/8/2024 | Gill Capital Partners LLC | 10,158 | $257K | 0.1% | -10.7% | 0.013% | |
11/15/2023 | Stonebridge Capital Advisors LLC | 5,030 | $120K | 0.0% | -9.0% | 0.006% | |
11/9/2023 | Betterment LLC | 45,210 | $1.08M | 0.0% | +183.9% | 0.058% | |
11/4/2023 | EverSource Wealth Advisors LLC | 1,033 | $25K | 0.0% | +249.0% | 0.001% | |
11/2/2023 | M&T Bank Corp | 112,080 | $2.67M | 0.0% | -4.8% | 0.143% | |
10/24/2023 | Bank of New York Mellon Corp | 241,037 | $5.74M | 0.0% | +30.3% | 0.307% | |
10/24/2023 | Private Ocean LLC | 1,114,426 | $26.55M | 3.4% | -24.4% | 1.418% | |
10/23/2023 | SVB Wealth LLC | 72,148 | $1.72M | 0.0% | -15.2% | 0.092% | |
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10/18/2023 | CX Institutional | 517,213 | $12.32M | 0.7% | +6.2% | 0.658% | |
10/18/2023 | Private Trust Co. NA | 14,371 | $342K | 0.0% | +6.4% | 0.018% | |
10/17/2023 | Heartwood Wealth Advisors LLC | 36,714 | $875K | 0.1% | N/A | 0.047% | |
10/12/2023 | AdvisorNet Financial Inc | 21,542 | $513K | 0.0% | +11.4% | 0.027% | |
10/10/2023 | Parkside Investments LLC | 392,503 | $9.35M | 1.7% | +2.5% | 0.499% | |
10/10/2023 | Confluence Investment Management LLC | 132,719 | $3.16M | 0.0% | -0.3% | 0.169% | |
8/23/2023 | Stonebridge Capital Advisors LLC | 5,530 | $138K | 0.0% | N/A | 0.007% | |
8/15/2023 | Broadview Financial Management LLC | 10,166 | $254K | 0.2% | +7.9% | 0.013% | |
8/15/2023 | Cahill Financial Advisors Inc. | 24,958 | $624K | 0.1% | -17.6% | 0.032% | |
8/14/2023 | United Capital Financial Advisers LLC | 2,562,136 | $64.08M | 0.3% | +5.0% | 3.260% | |
8/9/2023 | Flow Traders U.S. LLC | 11,469 | $287K | 0.0% | N/A | 0.015% | |
8/8/2023 | Foster & Motley Inc. | 9,147 | $229K | 0.0% | +7.8% | 0.012% | |
8/4/2023 | Parallel Advisors LLC | 2,415 | $60K | 0.0% | -41.3% | 0.003% | |
8/4/2023 | Motco | 1,079 | $27K | 0.0% | N/A | 0.001% | |
8/3/2023 | Bank of New York Mellon Corp | 185,038 | $4.63M | 0.0% | +74.9% | 0.235% | |
8/2/2023 | Hilltop Partners LLC | 10,377 | $260K | 0.1% | -17.6% | 0.013% | |
7/28/2023 | Private Trust Co. NA | 13,512 | $338K | 0.0% | +12.9% | 0.017% | |
7/24/2023 | SVB Wealth LLC | 85,043 | $2.13M | 0.0% | -3.5% | 0.108% | |
7/21/2023 | Private Ocean LLC | 1,473,806 | $36.86M | 4.7% | -25.5% | 1.875% | |
7/14/2023 | AdvisorNet Financial Inc | 19,332 | $483K | 0.0% | +71.0% | 0.025% | |
7/7/2023 | Parkside Investments LLC | 382,878 | $9.58M | 1.8% | -1.7% | 0.500% | |
7/3/2023 | Confluence Investment Management LLC | 133,167 | $3.33M | 0.0% | -29.5% | 0.174% | |
5/15/2023 | Missouri Trust & Investment Co | 4,000 | $100K | 0.1% | +100.0% | 0.005% | |
5/12/2023 | Wellspring Financial Advisors LLC | 10,592 | $265K | 0.1% | +100.0% | 0.014% | |
5/12/2023 | Cahill Financial Advisors Inc. | 30,288 | $758K | 0.1% | +87.3% | 0.039% | |
5/9/2023 | Hilltop Partners LLC | 12,589 | $315K | 0.1% | N/A | 0.016% | |
5/9/2023 | Foster & Motley Inc. | 8,486 | $212K | 0.0% | +88.6% | 0.011% | |
5/9/2023 | US Bancorp DE | 12,736 | $319K | 0.0% | +200.2% | 0.017% | |
5/5/2023 | Financial Connections Group Inc. | 7,964 | $199K | 0.1% | +96.5% | 0.010% | |
5/3/2023 | Crescent Grove Advisors LLC | 15,488 | $388K | 0.0% | +28.5% | 0.020% | |
5/2/2023 | Vicus Capital | 40,469 | $1.01M | 0.1% | +83.5% | 0.053% | |
5/2/2023 | TD Capital Management LLC | 2,950 | $74K | 0.0% | N/A | 0.004% | |
4/28/2023 | AdvisorNet Financial Inc | 11,306 | $283K | 0.0% | -43.0% | 0.015% | |
4/28/2023 | SG Americas Securities LLC | 40,350 | $1.01M | 0.0% | -87.3% | 0.052% | |
4/28/2023 | Broadview Financial Management LLC | 9,421 | $236K | 0.2% | +85.1% | 0.012% | |
4/26/2023 | Arlington Partners LLC | 20,000 | $501K | 0.1% | N/A | 0.026% | |
4/26/2023 | Gill Capital Partners LLC | 11,380 | $285K | 0.1% | +83.8% | 0.015% | |
4/26/2023 | Clean Yield Group | 3,593 | $90K | 0.0% | +99.9% | 0.005% | |
4/25/2023 | Parallel Advisors LLC | 4,115 | $103K | 0.0% | +71.2% | 0.005% | |
4/25/2023 | Creative Financial Designs Inc. ADV | 1,622 | $41K | 0.0% | +121.3% | 0.002% | |
4/21/2023 | Private Ocean LLC | 1,979,163 | $49.56M | 6.6% | +116.1% | 2.570% | |
4/18/2023 | Parkside Investments LLC | 389,553 | $9.75M | 1.8% | +103.7% | 0.506% | |
4/18/2023 | Gradient Capital Advisors LLC | 15,788 | $395K | 0.2% | +100.0% | 0.021% | |
4/12/2023 | Private Trust Co. NA | 11,972 | $300K | 0.0% | +7.3% | 0.016% | |
4/5/2023 | BTS Asset Management Inc. | 16,436 | $412K | 0.2% | +91.2% | 0.021% | |
4/4/2023 | Confluence Investment Management LLC | 188,791 | $4.73M | 0.1% | +32.5% | 0.237% | |
3/6/2023 | OLD Mission Capital LLC | 43,747 | $2.14M | 0.1% | N/A | 0.052% | |
2/16/2023 | United Capital Financial Advisers LLC | 1,036,459 | $50.76M | 0.3% | +4.2% | 1.225% | |
2/14/2023 | SJA Financial Advisory LLC | 5,089 | $249K | 0.2% | N/A | 0.006% | |
2/14/2023 | Laurel Wealth Advisors Inc. | 17,901 | $877K | 0.1% | -4.3% | 0.021% | |
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2/13/2023 | Wealthcare Advisory Partners LLC | 12,244 | $600K | 0.0% | -34.4% | 0.014% | |
2/10/2023 | Missouri Trust & Investment Co | 2,000 | $98K | 0.1% | N/A | 0.002% | |
2/10/2023 | CoreCap Advisors LLC | 563 | $28K | 0.0% | N/A | 0.001% | |
2/9/2023 | Foster & Motley Inc. | 4,499 | $220K | 0.0% | N/A | 0.005% | |
2/6/2023 | Legacy Financial Advisors Inc. | 11,451 | $561K | 0.1% | +42.1% | 0.014% | |
2/6/2023 | Parallel Advisors LLC | 2,404 | $118K | 0.0% | +306.1% | 0.003% | |
2/2/2023 | SG Americas Securities LLC | 318,200 | $15.58M | 0.2% | N/A | 0.376% | |
2/2/2023 | BTS Asset Management Inc. | 8,594 | $430K | 0.2% | N/A | 0.010% | |
2/2/2023 | Private Ocean LLC | 915,657 | $44.84M | 5.6% | -27.7% | 1.082% | |
1/30/2023 | ERTS Wealth Advisors LLC | 43,247 | $2.12M | 0.5% | +15.8% | 0.051% | |