5/17/2024 | Comerica Bank | 286,423 | $8.07M | 0.0% | +19.9% | 0.145% | |
5/16/2024 | Global Financial Private Client LLC | 2,235 | $62K | 0.0% | -65.1% | 0.001% | |
5/13/2024 | Hilltop Partners LLC | 28,007 | $789K | 0.3% | -6.1% | 0.014% | |
5/9/2024 | Portland Global Advisors LLC | 948,242 | $26.72M | 3.6% | +8.1% | 0.479% | |
5/4/2024 | Richardson Financial Services Inc. | 20,906 | $589K | 0.4% | -1.8% | 0.011% | |
5/2/2024 | Salomon & Ludwin LLC | 287,721 | $8.11M | 0.7% | +476.9% | 0.145% | |
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5/2/2024 | Vantage Financial Partners LLC | 63,811 | $1.80M | 0.5% | -1.0% | 0.032% | |
4/29/2024 | Boyd Watterson Asset Management LLC OH | 30,225 | $852K | 0.3% | +26.2% | 0.015% | |
4/25/2024 | L.M. Kohn & Company | 34,647 | $976K | 0.3% | +2.7% | 0.018% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 140,323 | $3.95M | 0.0% | +20.5% | 0.073% | |
4/24/2024 | Private Trust Co. NA | 76,805 | $2.16M | 0.2% | +14.2% | 0.040% | |
4/24/2024 | PSI Advisors LLC | 60,498 | $1.71M | 0.6% | -75.0% | 0.032% | |
4/24/2024 | NBT Bank N A NY | 985 | $28K | 0.0% | N/A | 0.001% | |
4/17/2024 | Municipal Employees Retirement System of Michigan | 26,424,332 | $744.64M | 9.6% | +342.1% | 13.827% | |
4/16/2024 | Tsfg LLC | 303,651 | $8.56M | 2.2% | +30.6% | 0.159% | |
4/4/2024 | S. R. Schill & Associates | 496,965 | $14.00M | 6.1% | +3.2% | 0.351% | |
4/2/2024 | ST Germain D J Co. Inc. | 166,192 | $4.68M | 0.2% | -32.0% | 0.118% | |
3/8/2024 | ICA Group Wealth Management LLC | 14,329 | $409K | 0.1% | +3.3% | 0.010% | |
3/5/2024 | Fisher Asset Management LLC | 42,080 | $1.20M | 0.0% | +377.5% | 0.030% | |
3/4/2024 | Richardson Financial Services Inc. | 21,295 | $608K | 0.5% | N/A | 0.015% | |
3/1/2024 | Transcendent Capital Group LLC | 5,234 | $149K | 0.1% | N/A | 0.004% | |
2/20/2024 | GLOBALT Investments LLC GA | 1,972,952 | $56.35M | 2.3% | N/A | 1.395% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 205,181 | $5.86M | 5.7% | N/A | 0.145% | |
2/14/2024 | Waterloo Capital L.P. | 334,839 | $9.56M | 1.5% | +519.8% | 0.237% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 116,425 | $3.33M | 0.0% | -40.8% | 0.082% | |
2/9/2024 | Tidemark LLC | 39,378 | $1.13M | 0.7% | N/A | 0.028% | |
2/9/2024 | EverSource Wealth Advisors LLC | 5,412 | $155K | 0.0% | +1,173.4% | 0.004% | |
2/9/2024 | Certified Advisory Corp | 184,769 | $5.28M | 0.8% | -0.8% | 0.131% | |
2/9/2024 | L.M. Kohn & Company | 33,727 | $963K | 0.3% | -3.2% | 0.024% | |
2/8/2024 | Your Advocates Ltd. LLP | 4,783 | $137K | 0.1% | +112.3% | 0.003% | |
2/7/2024 | Strategic Advocates LLC | 11,360 | $324K | 0.1% | -38.7% | 0.008% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 1,914 | $55K | 0.0% | -60.5% | 0.001% | |
2/6/2024 | Eldridge Investment Advisors Inc. | 120,475 | $3.44M | 0.9% | N/A | 0.085% | |
2/6/2024 | Fisher Asset Management LLC | 42,080 | $1.20M | 0.0% | +377.5% | 0.030% | |
2/5/2024 | Vantage Financial Partners LLC | 64,429 | $1.84M | 0.5% | N/A | 0.046% | |
2/2/2024 | Boyd Watterson Asset Management LLC OH | 23,941 | $684K | 0.3% | +15.3% | 0.017% | |
2/1/2024 | PSI Advisors LLC | 241,649 | $6.90M | 2.6% | -2.5% | 0.171% | |
1/31/2024 | Greenleaf Trust | 15,005 | $429K | 0.0% | -47.0% | 0.011% | |
1/30/2024 | S. R. Schill & Associates | 481,547 | $13.75M | 6.1% | +5.4% | 0.341% | |
1/29/2024 | Baystate Wealth Management LLC | 128,923 | $3.68M | 0.3% | +1.2% | 0.091% | |
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1/29/2024 | ORG Partners LLC | 1,848 | $53K | 0.0% | +118.7% | 0.001% | |
1/29/2024 | Tennessee Valley Asset Management Partners | 4,612 | $132K | 0.0% | N/A | 0.003% | |
1/24/2024 | Private Trust Co. NA | 67,247 | $1.92M | 0.2% | +8.3% | 0.048% | |
1/24/2024 | Tsfg LLC | 232,471 | $6.64M | 2.1% | +66.9% | 0.164% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 27,178 | $776K | 0.3% | -11.3% | 0.019% | |
1/19/2024 | Manning & Napier Group LLC | 1,609,165 | $45.96M | 0.5% | +0.2% | 1.138% | |
1/17/2024 | IFG Advisory LLC | 280,032 | $8.00M | 0.6% | +11.8% | 0.198% | |
1/12/2024 | GPS Wealth Strategies Group LLC | 93,609 | $2.67M | 0.5% | -42.0% | 0.066% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 6,148 | $176K | 0.0% | +50.9% | 0.004% | |
11/15/2023 | Stonebridge Capital Advisors LLC | 4,870 | $134K | 0.0% | -10.5% | 0.003% | |
11/15/2023 | Integrated Wealth Concepts LLC | 181,741 | $5.00M | 0.1% | -8.2% | 0.129% | |
11/15/2023 | Ameriprise Financial Inc. | 6,113,598 | $168.57M | 0.1% | -27.6% | 4.324% | |
11/13/2023 | Certified Advisory Corp | 186,336 | $4.67M | 0.5% | +12.6% | 0.132% | |
11/13/2023 | Financial Engines Advisors L.L.C. | 27,564,375 | $758.85M | 2.0% | +13.4% | 19.494% | |
11/9/2023 | Greenleaf Trust | 28,338 | $780K | 0.0% | -51.9% | 0.020% | |
11/4/2023 | Syntal Capital Partners LLC | 113,044 | $3.11M | 2.4% | -56.6% | 0.080% | |
11/2/2023 | Your Advocates Ltd. LLP | 2,253 | $62K | 0.0% | -34.1% | 0.002% | |
10/30/2023 | RFP Financial Group LLC | 438,574 | $12.07M | 5.3% | N/A | 0.310% | |
10/30/2023 | Arete Wealth Advisors LLC | 31,729 | $873K | 0.2% | -8.1% | 0.022% | |
10/27/2023 | First Horizon Advisors Inc. | 18,767 | $517K | 0.0% | -15.4% | 0.013% | |
10/26/2023 | Baystate Wealth Management LLC | 127,339 | $3.51M | 0.3% | -2.8% | 0.090% | |
10/26/2023 | GPS Wealth Strategies Group LLC | 161,420 | $4.44M | 0.9% | +15.3% | 0.114% | |
10/25/2023 | Concourse Financial Group Securities Inc. | 4,844 | $133K | 0.0% | +147.0% | 0.003% | |
10/24/2023 | S. R. Schill & Associates | 456,999 | $12.58M | 6.1% | -2.2% | 0.323% | |
10/24/2023 | Bank of New York Mellon Corp | 34,531 | $951K | 0.0% | -66.1% | 0.024% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 196,793 | $5.42M | 0.0% | +206.0% | 0.139% | |
10/23/2023 | ST Germain D J Co. Inc. | 295,014 | $8.12M | 0.5% | -20.3% | 0.209% | |
10/23/2023 | Boyd Watterson Asset Management LLC OH | 20,757 | $571K | 0.3% | -40.8% | 0.015% | |
10/20/2023 | Manning & Napier Group LLC | 1,605,750 | $44.21M | 0.5% | +1.5% | 1.136% | |
10/18/2023 | CX Institutional | 1,403,650 | $38.60M | 2.1% | -15.9% | 0.993% | |
10/18/2023 | Pinnacle Bancorp Inc. | 969 | $27K | 0.0% | +1,175.0% | 0.001% | |
10/18/2023 | Private Trust Co. NA | 62,110 | $1.71M | 0.2% | -14.8% | 0.044% | |
10/13/2023 | PSI Advisors LLC | 247,771 | $6.82M | 3.0% | -0.5% | 0.175% | |
10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 30,631 | $843K | 0.3% | N/A | 0.022% | |
10/10/2023 | Tsfg LLC | 139,264 | $3.83M | 1.3% | +80,867.4% | 0.098% | |
9/21/2023 | Baystate Wealth Management LLC | 131,007 | $3.71M | 0.3% | +50.8% | 0.093% | |
9/7/2023 | ST Germain D J Co. Inc. | 369,966 | $10.47M | 0.6% | N/A | 0.262% | |
8/23/2023 | Stonebridge Capital Advisors LLC | 5,440 | $154K | 0.0% | -22.3% | 0.004% | |
8/14/2023 | Certified Advisory Corp | 165,492 | $4.68M | 0.9% | +12.5% | 0.117% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 24,299,904 | $687.44M | 1.7% | +5.1% | 17.185% | |
8/9/2023 | Flow Traders U.S. LLC | 2,930,929 | $82.92M | 3.6% | +74.8% | 2.073% | |
8/8/2023 | Fisher Asset Management LLC | 7,504 | $212K | 0.0% | N/A | 0.005% | |
8/7/2023 | Syntal Capital Partners LLC | 260,689 | $7.38M | 3.0% | -0.8% | 0.184% | |
8/3/2023 | S. R. Schill & Associates | 467,069 | $13.21M | 6.0% | -15.9% | 0.330% | |
8/3/2023 | First Horizon Advisors Inc. | 22,177 | $627K | 0.0% | -15.1% | 0.016% | |
8/3/2023 | Bank of New York Mellon Corp | 101,843 | $2.88M | 0.0% | -5.3% | 0.072% | |
8/2/2023 | Hilltop Partners LLC | 40,129 | $1.14M | 0.5% | -22.8% | 0.028% | |
7/28/2023 | Private Trust Co. NA | 72,933 | $2.06M | 0.3% | +31.8% | 0.050% | |
7/27/2023 | Boyd Watterson Asset Management LLC OH | 35,091 | $993K | 0.4% | -4.2% | 0.024% | |
7/26/2023 | Manning & Napier Group LLC | 1,581,969 | $44.75M | 0.5% | -3.5% | 1.081% | |
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7/24/2023 | Salomon & Ludwin LLC | 17,605 | $498K | 0.1% | N/A | 0.012% | |
7/21/2023 | IFG Advisory LLC | 96,709 | $2.74M | 0.2% | +65.6% | 0.066% | |
7/21/2023 | PSI Advisors LLC | 248,967 | $7.04M | 3.1% | N/A | 0.170% | |
7/17/2023 | GPS Wealth Strategies Group LLC | 139,992 | $3.96M | 0.7% | +49.2% | 0.096% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 64,309 | $1.82M | 0.0% | -68.1% | 0.044% | |
5/22/2023 | Arete Wealth Advisors LLC | 61,954 | $1.79M | 0.1% | N/A | 0.032% | |
5/22/2023 | Ameriprise Financial Inc. | 3,805,580 | $110.16M | 0.0% | -58.7% | 1.977% | |
5/15/2023 | Flow Traders U.S. LLC | 1,676,317 | $48.51M | 2.0% | N/A | 0.871% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 201,640 | $5.84M | 0.0% | +83.9% | 0.105% | |
5/11/2023 | Greenleaf Trust | 66,897 | $1.94M | 0.0% | +23.5% | 0.035% | |