5/15/2025 | Focus Partners Advisor Solutions LLC | 9,552 | $293K | 0.0% | N/A | 0.055% | |
5/9/2025 | Battery Global Advisors LLC | 44,227 | $1.36M | 0.8% | +1.0% | 0.352% | |
5/9/2025 | Blair William & Co. IL | 30,943 | $949K | 0.0% | +101.3% | 0.246% | |
4/30/2025 | Cerity Partners LLC | 23,081 | $708K | 0.0% | +16.7% | 0.183% | |
4/30/2025 | Brown Advisory Inc. | 38,100 | $1.17M | 0.0% | N/A | 0.303% | |
4/15/2025 | Fifth Third Bancorp | 7,207 | $221K | 0.0% | +307.2% | 0.057% | |
4/10/2025 | Breakwater Capital Group | 20,200 | $619K | 0.1% | N/A | 0.161% | |
2/17/2025 | Quadcap Wealth Management LLC | 8,296 | $235K | 0.0% | -16.6% | 0.066% | |
2/17/2025 | Battery Global Advisors LLC | 43,797 | $1.24M | 0.7% | +14.7% | 0.348% | |
2/13/2025 | Raymond James Financial Inc. | 10,824 | $306K | 0.0% | N/A | 0.086% | |
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2/13/2025 | Cerity Partners LLC | 19,781 | $559K | 0.0% | +29.4% | 0.157% | |
2/12/2025 | CIBC Private Wealth Group LLC | 15,099,522 | $445.13M | 0.8% | +0.9% | 120.028% | |
2/12/2025 | Orion Portfolio Solutions LLC | 70,407 | $1.99M | 0.0% | +20.1% | 0.560% | |
2/12/2025 | Blair William & Co. IL | 15,374 | $435K | 0.0% | N/A | 0.122% | |
2/6/2025 | Raymond James Financial Inc. | 10,824 | $306K | 0.0% | N/A | 0.086% | |
2/6/2025 | Exencial Wealth Advisors LLC | 227,364 | $6.43M | 0.2% | -2.0% | 1.807% | |
1/21/2025 | Fifth Third Bancorp | 1,770 | $50K | 0.0% | N/A | 0.014% | |
11/15/2024 | Orion Portfolio Solutions LLC | 58,626 | $1.52M | 0.0% | +1.0% | 0.466% | |
11/7/2024 | MAI Capital Management | 16,110 | $418K | 0.0% | -2.3% | 0.128% | |
8/14/2024 | Battery Global Advisors LLC | 47,824 | $1.20M | 0.8% | N/A | 0.380% | |
8/13/2024 | Callan Capital LLC | 28,186 | $707K | 0.1% | N/A | 0.224% | |
5/9/2024 | Orion Portfolio Solutions LLC | 57,338 | $1.38M | 0.0% | +0.7% | 0.456% | |
4/17/2024 | River Street Advisors LLC | 18,345 | $443K | 0.3% | N/A | 0.146% | |
2/13/2024 | Exencial Wealth Advisors LLC | 252,153 | $5.42M | 0.2% | +1.6% | 2.004% | |
2/13/2024 | CIBC Private Wealth Group LLC | 11,723,982 | $251.83M | 0.5% | +1.1% | 93.195% | |
2/9/2024 | Orion Portfolio Solutions LLC | 56,921 | $1.23M | 0.0% | +1.3% | 0.452% | |
1/24/2024 | Arlington Trust Co LLC | 17,500 | $376K | 0.1% | N/A | 0.139% | |
11/8/2023 | Exencial Wealth Advisors LLC | 248,266 | $5.20M | 0.3% | +1.1% | 1.973% | |
11/1/2023 | Orion Portfolio Solutions LLC | 56,208 | $1.18M | 0.0% | +0.9% | 0.447% | |
10/24/2023 | Bank of New York Mellon Corp | 10,026 | $210K | 0.0% | N/A | 0.080% | |
7/26/2023 | Fifth Third Bancorp | 1,750 | $35K | 0.0% | +244.5% | 0.014% | |
7/25/2023 | Raymond James & Associates | 10,824 | $216K | 0.0% | -31.1% | 0.086% | |
6/28/2023 | Relative Value Partners Group LLC | 12,503 | $235K | 0.0% | -49.2% | 0.099% | |
5/15/2023 | Relative Value Partners Group LLC | 12,503 | $235K | 0.0% | -49.2% | 0.099% | |
5/12/2023 | CIBC Private Wealth Group LLC | 11,484,757 | $1.13B | 2.5% | +3.9% | 91.294% | |
5/2/2023 | Exencial Wealth Advisors LLC | 245,453 | $4.61M | 0.2% | -1.9% | 1.951% | |
2/13/2023 | CIBC Private Wealth Group LLC | 11,048,379 | $207.25M | 0.4% | +11.5% | 87.825% | |
2/9/2023 | FineMark National Bank & Trust | 11,088 | $208K | 0.0% | -8.8% | 0.088% | |
2/8/2023 | UBS Group AG | 211,745 | $3.97M | 0.0% | +1.3% | 1.683% | |
2/6/2023 | Brinker Capital Investments LLC | 54,725 | $1.03M | 0.0% | +1.4% | 0.435% | |
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11/16/2022 | CIBC Private Wealth Group LLC | 9,908,603 | $171.13M | 0.5% | +4.7% | 78.765% | |
11/15/2022 | Lido Advisors LLC | 21,680 | $374K | 0.0% | N/A | 0.172% | |
11/8/2022 | Exencial Wealth Advisors LLC | 256,301 | $4.43M | 0.3% | -3.1% | 2.037% | |
8/12/2022 | Kayne Anderson Rudnick Investment Management LLC | 4,515 | $75K | 0.0% | -78.4% | 0.036% | |
8/3/2022 | CIBC Private Wealth Group LLC | 9,463,594 | $156.87M | 0.4% | -2.7% | 75.227% | |
8/1/2022 | Ellis Investment Partners LLC | 37,744 | $625K | 0.2% | -2.0% | 0.300% | |
7/20/2022 | UMB Bank n.a. | 1,886 | $31K | 0.0% | -40.1% | 0.015% | |
7/18/2022 | Brinker Capital Investments LLC | 53,576 | $888K | 0.0% | -11.4% | 0.426% | |
5/12/2022 | Exencial Wealth Advisors LLC | 264,110 | $4.93M | 0.2% | +5.5% | 2.268% | |
5/6/2022 | BDO Wealth Advisors LLC | 1,756 | $33K | 0.0% | -55.6% | 0.015% | |
5/3/2022 | Ellis Investment Partners LLC | 38,532 | $719K | 0.2% | -6.2% | 0.331% | |
2/14/2022 | Rockefeller Capital Management L.P. | 23,245 | $361K | 0.0% | +14.3% | 0.202% | |
2/10/2022 | Exencial Wealth Advisors LLC | 250,422 | $3.89M | 0.2% | -45.0% | 2.205% | |
2/9/2022 | UMB Bank N A MO | 3,146 | $49K | 0.0% | N/A | 0.028% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 62,315 | $968K | 0.0% | N/A | 0.551% | |
2/8/2022 | CIBC Private Wealth Group LLC | 9,010,936 | $140.03M | 0.3% | +2.1% | 79.700% | |
2/8/2022 | Brinker Capital Investments LLC | 59,904 | $931K | 0.0% | +2.6% | 0.530% | |
2/8/2022 | Northern Trust Corp | 114,052 | $1.77M | 0.0% | -23.8% | 1.009% | |
2/1/2022 | Ellis Investment Partners LLC | 41,063 | $638K | 0.1% | +2.9% | 0.366% | |
1/18/2022 | Arlington Partners LLC | 3,804 | $59K | 0.0% | -99.4% | 0.034% | |
11/4/2021 | Exencial Wealth Advisors LLC | 455,393 | $7.18M | 0.3% | +86.9% | 3.979% | |
10/21/2021 | Ellis Investment Partners LLC | 39,901 | $628K | 0.2% | +2.7% | 0.332% | |
10/15/2021 | Arlington Partners LLC | 646,441 | $10.19M | 2.9% | -1.8% | 5.408% | |
8/16/2021 | CIBC Private Wealth Group LLC | 8,561,123 | $141.60M | 0.3% | +1.2% | 72.057% | |
8/13/2021 | Kayne Anderson Rudnick Investment Management LLC | 20,915 | $346K | 0.0% | -5.6% | 0.176% | |
8/13/2021 | Northern Trust Corp | 166,641 | $2.76M | 0.0% | -1.2% | 1.404% | |
8/11/2021 | Susquehanna International Group LLP | 11,691 | $193K | 0.0% | -84.1% | 0.099% | |
8/10/2021 | Rockefeller Capital Management L.P. | 20,340 | $336K | 0.0% | N/A | 0.172% | |
5/12/2021 | Northern Trust Corp | 168,625 | $2.31M | 0.0% | -36.3% | 1.331% | |