4/24/2024 | NBT Bank N A NY | 14,749 | $838K | 0.1% | +9.0% | 0.263% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 183,893 | $10.45M | 0.4% | +7.6% | 3.143% | |
4/4/2024 | Boltwood Capital Management | 72,500 | $4.12M | 1.3% | +8.5% | 1.239% | |
4/1/2024 | Park National Corp OH | 20,611 | $1.17M | 0.0% | +2.8% | 0.352% | |
2/16/2024 | Studio Investment Management LLC | 14,299 | $798K | 0.2% | +45.4% | 0.244% | |
2/13/2024 | Northern Trust Corp | 3,535,804 | $197.22M | 0.0% | +8.7% | 60.441% | |
|
2/9/2024 | Seven Mile Advisory | 4,043 | $226K | 0.2% | N/A | 0.069% | |
2/9/2024 | Hanlon Investment Management Inc. | 6,572 | $367K | 0.1% | -19.3% | 0.112% | |
2/8/2024 | Missouri Trust & Investment Co | 34,348 | $1.92M | 0.8% | -12.8% | 0.587% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 27,094 | $1.51M | 0.0% | -3.1% | 0.463% | |
1/25/2024 | Bristlecone Advisors LLC | 17,396 | $970K | 0.1% | -12.0% | 0.297% | |
1/19/2024 | Fermata Advisors LLC | 16,798 | $937K | 0.2% | +6.5% | 0.287% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 170,844 | $9.33M | 0.3% | +35.4% | 2.920% | |
1/10/2024 | Sound Income Strategies LLC | 736 | $41K | 0.0% | N/A | 0.013% | |
1/5/2024 | Boltwood Capital Management | 66,811 | $3.73M | 1.2% | +4.3% | 1.142% | |
1/2/2024 | Park National Corp OH | 20,051 | $1.12M | 0.0% | +1.3% | 0.343% | |
12/6/2023 | Citigroup Inc. | 2,910 | $142K | 0.0% | +22.0% | 0.050% | |
11/16/2023 | Studio Investment Management LLC | 9,832 | $481K | 0.1% | +152.2% | 0.168% | |
11/13/2023 | Northern Trust Corp | 3,253,462 | $159.17M | 0.0% | -3.5% | 55.615% | |
11/13/2023 | Envestnet Asset Management Inc. | 117,739 | $5.76M | 0.0% | -15.5% | 2.013% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 27,958 | $1.37M | 0.0% | N/A | 0.478% | |
11/9/2023 | ESL Trust Services LLC | 530,660 | $25.96M | 8.3% | +2.2% | 9.071% | |
11/7/2023 | Fermata Advisors LLC | 15,778 | $772K | 0.2% | +6.2% | 0.270% | |
11/6/2023 | Forum Financial Management LP | 4,229 | $207K | 0.0% | -5.2% | 0.072% | |
10/26/2023 | NBT Bank N A NY | 12,415 | $607K | 0.1% | -10.5% | 0.212% | |
10/23/2023 | Commonwealth Equity Services LLC | 12,528 | $613K | 0.0% | -46.6% | 0.214% | |
10/13/2023 | PFG Advisors | 23,994 | $1.17M | 0.1% | +22.3% | 0.410% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 126,191 | $6.17M | 0.3% | +23.6% | 2.157% | |
10/10/2023 | Boltwood Capital Management | 64,056 | $3.13M | 1.2% | +9.1% | 1.095% | |
10/2/2023 | Park National Corp OH | 19,789 | $968K | 0.0% | -1.2% | 0.338% | |
8/11/2023 | Missouri Trust & Investment Co | 29,503 | $1.57M | 0.9% | +2.7% | 0.504% | |
8/11/2023 | Northern Trust Corp | 3,369,744 | $178.73M | 0.0% | -3.0% | 57.602% | |
8/10/2023 | Cetera Advisor Networks LLC | 13,721 | $728K | 0.0% | -3.1% | 0.235% | |
8/10/2023 | Cetera Investment Advisers | 6,906 | $366K | 0.0% | +4.6% | 0.118% | |
8/8/2023 | Hanlon Investment Management Inc. | 8,236 | $437K | 0.1% | +25.0% | 0.141% | |
8/4/2023 | Envestnet Asset Management Inc. | 139,347 | $7.39M | 0.0% | +21.5% | 2.382% | |
8/3/2023 | Dynamic Advisor Solutions LLC | 102,130 | $5.42M | 0.3% | +90.8% | 1.746% | |
8/3/2023 | Bank of New York Mellon Corp | 36,317 | $1.93M | 0.0% | -10.5% | 0.621% | |
8/3/2023 | Bristlecone Advisors LLC | 22,765 | $1.21M | 0.1% | -17.4% | 0.389% | |
7/31/2023 | LPL Financial LLC | 17,381 | $922K | 0.0% | -13.8% | 0.297% | |
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7/26/2023 | Forum Financial Management LP | 4,459 | $237K | 0.0% | N/A | 0.076% | |
7/24/2023 | Fermata Advisors LLC | 14,855 | $789K | 0.7% | N/A | 0.254% | |
7/20/2023 | PFG Advisors | 19,617 | $1.04M | 0.1% | +22.2% | 0.335% | |
7/6/2023 | Boltwood Capital Management | 58,738 | $3.12M | 1.1% | +5.5% | 0.963% | |
7/3/2023 | Park National Corp OH | 20,038 | $1.06M | 0.0% | +2.8% | 0.328% | |
5/15/2023 | Missouri Trust & Investment Co | 28,720 | $1.52M | 1.0% | +6.6% | 0.463% | |
5/11/2023 | Bristlecone Advisors LLC | 27,547 | $1.46M | 0.2% | -4.9% | 0.444% | |
5/9/2023 | Hanlon Investment Management Inc. | 6,589 | $349K | 0.1% | +23.1% | 0.106% | |
5/5/2023 | Assetmark Inc. | 1,687 | $89K | 0.0% | +80.6% | 0.027% | |
5/5/2023 | Colonial River Wealth Management LLC | 7,200 | $382K | 0.2% | N/A | 0.116% | |
5/4/2023 | Wealthcare Advisory Partners LLC | 6,509 | $345K | 0.0% | +31.6% | 0.105% | |
5/4/2023 | ZRC Wealth Management LLC | 623 | $33K | 0.0% | N/A | 0.010% | |
4/21/2023 | PFG Advisors | 16,059 | $851K | 0.1% | N/A | 0.259% | |
4/19/2023 | CENTRAL TRUST Co | 1,800 | $95K | 0.0% | +125.0% | 0.029% | |
4/4/2023 | Boltwood Capital Management | 55,653 | $2.95M | 1.1% | +8.0% | 0.898% | |
3/6/2023 | OLD Mission Capital LLC | 472 | $25K | 0.0% | N/A | 0.007% | |
2/14/2023 | Bristlecone Advisors LLC | 28,975 | $1.53M | 0.2% | -9.5% | 0.460% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 4,947 | $260K | 0.0% | N/A | 0.079% | |
2/10/2023 | NBT Bank N A NY | 13,755 | $724K | 0.1% | +37.1% | 0.218% | |
2/10/2023 | Assetmark Inc. | 934 | $49K | 0.0% | +46,600.0% | 0.015% | |
2/10/2023 | Missouri Trust & Investment Co | 26,950 | $1.42M | 0.9% | -1.4% | 0.428% | |
2/7/2023 | Commonwealth Equity Services LLC | 19,412 | $1.02M | 0.0% | +145.7% | 0.308% | |
2/7/2023 | LPL Financial LLC | 19,269 | $1.01M | 0.0% | -11.0% | 0.306% | |
2/7/2023 | Envestnet Asset Management Inc. | 104,273 | $5.49M | 0.0% | +52.9% | 1.655% | |
2/6/2023 | Park National Corp OH | 19,589 | $1.03M | 0.0% | +7.7% | 0.311% | |
1/26/2023 | CENTRAL TRUST Co | 800 | $42K | 0.0% | N/A | 0.013% | |
1/25/2023 | Hanlon Investment Management Inc. | 5,354 | $282K | 0.1% | +28.0% | 0.085% | |
1/13/2023 | Dynamic Advisor Solutions LLC | 24,365 | $1.28M | 0.1% | N/A | 0.387% | |
1/6/2023 | Boltwood Capital Management | 51,549 | $2.71M | 1.1% | +29.5% | 0.818% | |
11/15/2022 | Fermata Advisors LLC | 20,484 | $1.03M | 0.3% | -6.8% | 0.325% | |
11/14/2022 | MML Investors Services LLC | 13,471 | $675K | 0.0% | +22.8% | 0.214% | |
11/10/2022 | Envestnet Asset Management Inc. | 68,202 | $3.42M | 0.0% | +31.2% | 1.083% | |
11/10/2022 | Missouri Trust & Investment Co | 27,325 | $1.37M | 0.9% | -1.8% | 0.434% | |
11/7/2022 | Hanlon Investment Management Inc. | 4,184 | $210K | 0.1% | N/A | 0.066% | |
10/28/2022 | ESL Trust Services LLC | 519,150 | $26.00M | 9.7% | -0.1% | 8.240% | |
10/27/2022 | Bristlecone Advisors LLC | 32,002 | $1.60M | 0.2% | -15.1% | 0.508% | |
10/25/2022 | Pinnacle Bancorp Inc. | 1,644 | $82K | 0.0% | -37.8% | 0.026% | |
10/12/2022 | Catalyst Private Wealth LLC | 5,450 | $273K | 0.2% | N/A | 0.086% | |
10/4/2022 | Boltwood Capital Management | 39,799 | $1.99M | 0.9% | +12.5% | 0.627% | |
10/3/2022 | Park National Corp OH | 18,181 | $911K | 0.0% | -1.3% | 0.286% | |
8/17/2022 | Castleview Partners LLC | 515 | $27K | 0.0% | +120.1% | 0.008% | |
8/13/2022 | Flow Traders U.S. LLC | 7,885 | $449K | 0.0% | N/A | 0.124% | |
8/12/2022 | Northern Trust Corp | 3,901,985 | $222.14M | 0.0% | +1.9% | 61.449% | |
8/11/2022 | Cetera Advisor Networks LLC | 14,566 | $829K | 0.0% | -12.8% | 0.229% | |
8/11/2022 | CoreCap Advisors LLC | 950 | $54K | 0.0% | N/A | 0.015% | |
8/9/2022 | Fermata Advisors LLC | 21,990 | $1.25M | 0.4% | -6.3% | 0.346% | |
8/8/2022 | Baird Financial Group Inc. | 12,679 | $722K | 0.0% | +6.0% | 0.200% | |
8/4/2022 | Northwestern Mutual Wealth Management Co. | 15,380 | $876K | 0.0% | +1.7% | 0.242% | |
8/3/2022 | Envestnet Asset Management Inc. | 51,994 | $2.96M | 0.0% | +7.4% | 0.819% | |
8/2/2022 | Hills Bank & Trust Co | 176,783 | $10.06M | 1.6% | +0.1% | 2.784% | |
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7/26/2022 | NBT Bank N A NY | 12,035 | $685K | 0.1% | +3.5% | 0.190% | |
7/25/2022 | Bristlecone Advisors LLC | 37,693 | $2.15M | 0.3% | -11.9% | 0.594% | |
7/20/2022 | Courier Capital LLC | 5,242 | $298K | 0.0% | -3.3% | 0.083% | |
7/19/2022 | Commonwealth Equity Services LLC | 3,746 | $213K | 0.0% | -13.7% | 0.059% | |
7/7/2022 | Boltwood Capital Management | 35,382 | $2.01M | 0.9% | +16.2% | 0.557% | |
7/1/2022 | Park National Corp OH | 18,429 | $1.05M | 0.1% | +5.6% | 0.290% | |
5/12/2022 | Cetera Advisor Networks LLC | 16,695 | $1.17M | 0.0% | -23.7% | 0.265% | |
5/9/2022 | Northwestern Mutual Wealth Management Co. | 15,128 | $1.06M | 0.0% | +11.8% | 0.240% | |
5/9/2022 | Interactive Financial Advisors | 2,185 | $543K | 0.3% | +92.3% | 0.035% | |
5/4/2022 | Advisor Group Holdings Inc. | 25,778 | $1.81M | 0.0% | +25.0% | 0.409% | |