5/24/2024 | Cetera Advisors LLC | 2,778 | $210K | 0.0% | N/A | 0.018% | |
5/20/2024 | Cim LLC | 66,848 | $5.04M | 0.8% | +5.9% | 0.437% | |
5/17/2024 | Comerica Bank | 617 | $47K | 0.0% | +36.8% | 0.004% | |
5/14/2024 | Freestone Capital Holdings LLC | 3,026 | $228K | 0.0% | N/A | 0.020% | |
5/2/2024 | Hanlon Investment Management Inc. | 3,023 | $228K | 0.1% | -50.9% | 0.020% | |
5/1/2024 | Auour Investments LLC | 14,599 | $1.10M | 0.4% | +1.1% | 0.096% | |
|
4/30/2024 | J.W. Cole Advisors Inc. | 13,260 | $1M | 0.1% | N/A | 0.087% | |
4/30/2024 | Commonwealth Equity Services LLC | 9,736 | $735K | 0.0% | -11.2% | 0.064% | |
4/29/2024 | Greenleaf Trust | 14,444 | $1.09M | 0.0% | +50.5% | 0.095% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 173,465 | $13.09M | 0.0% | N/A | 1.143% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 7,084 | $534K | 0.0% | -42.4% | 0.047% | |
4/4/2024 | Boltwood Capital Management | 47,265 | $3.57M | 1.1% | -14.1% | 0.352% | |
2/23/2024 | Cim LLC | 63,117 | $4.76M | 0.8% | N/A | 0.470% | |
2/13/2024 | Northern Trust Corp | 12,290,920 | $922.21M | 0.2% | +5.9% | 91.518% | |
2/13/2024 | Landmark Financial Advisors LLC | 181,726 | $13.64M | 4.9% | -3.3% | 1.353% | |
2/9/2024 | Hanlon Investment Management Inc. | 6,163 | $462K | 0.1% | -57.1% | 0.046% | |
2/8/2024 | Beacon Pointe Advisors LLC | 6,880 | $516K | 0.0% | -28.9% | 0.051% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 12,309 | $924K | 0.0% | +15.0% | 0.092% | |
2/6/2024 | Spire Wealth Management | 420 | $32K | 0.0% | -49.1% | 0.003% | |
2/6/2024 | Wilbanks Smith & Thomas Asset Management LLC | 5,210 | $391K | 0.0% | +78.8% | 0.039% | |
2/5/2024 | Silver Oak Securities Incorporated | 23,866 | $1.79M | 0.2% | +209.9% | 0.178% | |
2/2/2024 | Raab & Moskowitz Asset Management LLC | 9,420 | $707K | 0.2% | -2.6% | 0.070% | |
1/31/2024 | Greenleaf Trust | 9,598 | $720K | 0.0% | -31.4% | 0.071% | |
1/30/2024 | Lunt Capital Management Inc. | 10,201 | $765K | 0.4% | -20.4% | 0.076% | |
1/24/2024 | Allworth Financial LP | 17,047 | $1.28M | 0.0% | -14.5% | 0.127% | |
1/24/2024 | Auour Investments LLC | 14,447 | $1.09M | 0.4% | -2.1% | 0.108% | |
1/12/2024 | Cedar Brook Financial Partners LLC | 2,808 | $211K | 0.0% | -12.5% | 0.021% | |
1/10/2024 | Sound Income Strategies LLC | 695 | $52K | 0.0% | N/A | 0.005% | |
1/5/2024 | Boltwood Capital Management | 55,015 | $4.13M | 1.4% | +2.1% | 0.410% | |
11/20/2023 | Silver Oak Securities Incorporated | 7,701 | $578K | 0.1% | -70.2% | 0.057% | |
11/13/2023 | Northern Trust Corp | 11,608,070 | $871.88M | 0.2% | +7.9% | 86.434% | |
11/13/2023 | FFT Wealth Management LLC | 5,042 | $379K | 0.0% | +38.8% | 0.038% | |
11/13/2023 | LPL Financial LLC | 102,693 | $7.71M | 0.0% | +5.0% | 0.765% | |
11/13/2023 | Envestnet Asset Management Inc. | 152,188 | $11.43M | 0.0% | +17.5% | 1.133% | |
11/9/2023 | Greenleaf Trust | 13,982 | $1.05M | 0.0% | +12.4% | 0.104% | |
11/8/2023 | HighTower Advisors LLC | 4,573 | $344K | 0.0% | N/A | 0.034% | |
11/8/2023 | Sowell Financial Services LLC | 85,301 | $6.41M | 0.4% | -3.7% | 0.635% | |
11/6/2023 | Wilbanks Smith & Thomas Asset Management LLC | 2,914 | $219K | 0.0% | -35.9% | 0.022% | |
11/6/2023 | Forum Financial Management LP | 3,668 | $276K | 0.0% | -19.1% | 0.027% | |
11/3/2023 | Colonial River Wealth Management LLC | 6,827 | $513K | 0.3% | +3.0% | 0.051% | |
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11/2/2023 | M&T Bank Corp | 2,921 | $219K | 0.0% | N/A | 0.022% | |
10/31/2023 | Allworth Financial LP | 19,948 | $1.50M | 0.0% | -17.8% | 0.149% | |
10/30/2023 | Raab & Moskowitz Asset Management LLC | 9,673 | $727K | 0.3% | -4.4% | 0.072% | |
10/26/2023 | Chicago Partners Investment Group LLC | 34,986 | $2.63M | 0.1% | -40.7% | 0.261% | |
10/26/2023 | Interactive Financial Advisors Inc. | 87,668 | $6.59M | 4.4% | +1,239.1% | 0.653% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 4,422 | $332K | 0.0% | -59.5% | 0.033% | |
10/23/2023 | Commonwealth Equity Services LLC | 64,051 | $4.81M | 0.0% | +5.8% | 0.477% | |
10/18/2023 | Hanlon Investment Management Inc. | 14,363 | $1.08M | 0.3% | +19.8% | 0.107% | |
10/17/2023 | Riverview Trust Co | 3,971 | $298K | 0.3% | N/A | 0.030% | |
10/13/2023 | Auour Investments LLC | 14,753 | $1.11M | 0.5% | +2.4% | 0.110% | |
10/13/2023 | Landmark Financial Advisors LLC | 187,901 | $14.11M | 5.6% | +3.6% | 1.399% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 10,703 | $804K | 0.0% | +7.4% | 0.080% | |
10/10/2023 | Boltwood Capital Management | 53,890 | $4.05M | 1.5% | +0.9% | 0.401% | |
8/14/2023 | Sowell Financial Services LLC | 88,575 | $6.64M | 0.4% | +6.8% | 0.660% | |
8/14/2023 | MML Investors Services LLC | 60,381 | $4.53M | 0.0% | +40.9% | 0.450% | |
8/11/2023 | Baird Financial Group Inc. | 34,483 | $2.59M | 0.0% | -24.9% | 0.257% | |
8/11/2023 | Northern Trust Corp | 10,761,202 | $806.61M | 0.2% | +6.7% | 80.128% | |
8/10/2023 | Commonwealth Equity Services LLC | 60,537 | $4.54M | 0.0% | +505.0% | 0.451% | |
8/10/2023 | US Bancorp DE | 2,962 | $222K | 0.0% | +464.2% | 0.022% | |
8/10/2023 | Cetera Advisor Networks LLC | 8,965 | $672K | 0.0% | +29.1% | 0.067% | |
8/10/2023 | Cetera Investment Advisers | 6,045 | $453K | 0.0% | -17.1% | 0.045% | |
8/8/2023 | Hanlon Investment Management Inc. | 11,987 | $898K | 0.3% | +53.4% | 0.089% | |
8/7/2023 | Raab & Moskowitz Asset Management LLC | 10,123 | $759K | 0.3% | -2.2% | 0.075% | |
8/4/2023 | Envestnet Asset Management Inc. | 129,480 | $9.71M | 0.0% | +19.2% | 0.964% | |
8/2/2023 | Silver Oak Securities Incorporated | 25,834 | $1.94M | 0.3% | -6.5% | 0.192% | |
8/2/2023 | Sigma Planning Corp | 11,937 | $895K | 0.0% | +9.5% | 0.089% | |
8/1/2023 | Interactive Financial Advisors Inc. | 6,547 | $491K | 0.3% | -40.2% | 0.049% | |
7/31/2023 | LPL Financial LLC | 97,780 | $7.33M | 0.0% | +1.1% | 0.728% | |
7/26/2023 | Forum Financial Management LP | 4,534 | $340K | 0.0% | N/A | 0.036% | |
7/18/2023 | Allworth Financial LP | 24,268 | $1.82M | 0.0% | -15.9% | 0.193% | |
7/18/2023 | Landmark Financial Advisors LLC | 181,351 | $13.59M | 5.6% | +22.9% | 1.439% | |
7/17/2023 | Wealthcare Advisory Partners LLC | 9,967 | $747K | 0.0% | +21.6% | 0.079% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 10,917 | $818K | 0.0% | -38.2% | 0.087% | |
7/7/2023 | Auour Investments LLC | 14,413 | $1.08M | 0.5% | N/A | 0.114% | |
7/6/2023 | Boltwood Capital Management | 53,415 | $4.00M | 1.4% | -6.7% | 0.424% | |
5/12/2023 | FFT Wealth Management LLC | 3,632 | $272K | 0.0% | -32.0% | 0.029% | |
5/11/2023 | Bramshill Investments LLC | 1,900 | $142K | 0.0% | N/A | 0.015% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 17,656 | $1.32M | 0.0% | -45.7% | 0.141% | |
5/11/2023 | Envestnet Asset Management Inc. | 108,584 | $8.12M | 0.0% | +17.3% | 0.869% | |
5/11/2023 | Greenleaf Trust | 21,728 | $1.63M | 0.0% | -13.6% | 0.174% | |
5/10/2023 | Citizens Financial Group Inc RI | 9,228 | $690K | 0.0% | N/A | 0.074% | |
5/10/2023 | Gateway Wealth Partners LLC | 11,858 | $887K | 0.1% | N/A | 0.095% | |
5/10/2023 | Bessemer Group Inc. | 669 | $50K | 0.0% | N/A | 0.005% | |
5/10/2023 | LPL Financial LLC | 96,754 | $7.24M | 0.0% | -1.6% | 0.774% | |
5/9/2023 | Spire Wealth Management | 825 | $62K | 0.0% | N/A | 0.007% | |
5/9/2023 | 1776 Wealth LLC | 8,613 | $644K | 0.4% | +79.2% | 0.069% | |
5/9/2023 | Hanlon Investment Management Inc. | 7,815 | $585K | 0.2% | +25.3% | 0.063% | |
5/5/2023 | Wilbanks Smith & Thomas Asset Management LLC | 4,544 | $340K | 0.0% | N/A | 0.036% | |
5/5/2023 | Silver Oak Securities Incorporated | 27,627 | $2.07M | 0.3% | -11.8% | 0.221% | |
5/5/2023 | Valtinson Bruner Financial Planning LLC | 5,349 | $400K | 0.2% | N/A | 0.043% | |
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5/5/2023 | Colonial River Wealth Management LLC | 6,622 | $495K | 0.3% | N/A | 0.053% | |
5/4/2023 | Wealthcare Advisory Partners LLC | 8,199 | $613K | 0.0% | +123.5% | 0.066% | |
5/4/2023 | Financial Network Wealth Management LLC | 21,964 | $1.64M | 0.8% | -21.9% | 0.176% | |
5/2/2023 | Rossmore Private Capital | 6,648 | $497K | 0.1% | -18.8% | 0.053% | |
5/2/2023 | Intrepid Financial Planning Group LLC | 5,950 | $445K | 0.2% | -4.6% | 0.048% | |
5/1/2023 | CWM LLC | 576 | $43K | 0.0% | N/A | 0.005% | |
4/27/2023 | Interactive Financial Advisors Inc. | 10,956 | $820K | 0.5% | -81.7% | 0.088% | |
4/26/2023 | Chicago Partners Investment Group LLC | 59,044 | $4.42M | 0.3% | -0.9% | 0.472% | |
4/24/2023 | FSM Wealth Advisors LLC | 4,032 | $302K | 0.2% | N/A | 0.032% | |
4/18/2023 | Allworth Financial LP | 28,849 | $2.16M | 0.0% | -15.2% | 0.231% | |