3/27/2023 | Ratio Wealth Group | 35,736 | $1.92M | 0.5% | -32.5% | 0.123% | |
3/10/2023 | Mather Group LLC. | 579,278 | $31.09M | 0.6% | +3.1% | 1.977% | |
3/6/2023 | OLD Mission Capital LLC | 112,973 | $6.06M | 0.2% | +1,253.3% | 0.386% | |
2/24/2023 | Garde Capital Inc. | 144,596 | $7.76M | 0.9% | +13.2% | 0.494% | |
2/24/2023 | Bbjs Financial Advisors LLC | 2,721 | $0.15M | 0.1% | N/A | 0.009% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 1,900 | $0.10M | 0.0% | -33.4% | 0.006% | |
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2/17/2023 | Truist Financial Corp | 56,820 | $3.05M | 0.0% | -6.1% | 0.194% | |
2/16/2023 | Resurgent Financial Advisors LLC | 1,320 | $71K | 0.0% | N/A | 0.005% | |
2/16/2023 | United Capital Financial Advisers LLC | 161,880 | $8.69M | 0.0% | -10.9% | 0.552% | |
2/16/2023 | Harbour Investments Inc. | 2,575 | $0.14M | 0.0% | -32.7% | 0.009% | |
2/15/2023 | Atlas Capital Advisors LLC | 37,769 | $2.03M | 0.3% | -30.1% | 0.129% | |
2/15/2023 | Lazard Asset Management LLC | 121,349 | $6.51M | 0.0% | -5.9% | 0.414% | |
2/15/2023 | Morgan Stanley | 807,024 | $43.31M | 0.0% | -12.9% | 2.754% | |
2/14/2023 | Vident Investment Advisory LLC | 26,919 | $1.45M | 0.1% | +6.1% | 0.092% | |
2/14/2023 | Cetera Advisor Networks LLC | 107,923 | $5.79M | 0.0% | +536.4% | 0.368% | |
2/14/2023 | Cetera Investment Advisers | 425,139 | $22.82M | 0.2% | +400.7% | 1.451% | |
2/14/2023 | Cetera Advisors LLC | 51,571 | $2.77M | 0.1% | N/A | 0.176% | |
2/14/2023 | Amundi | 104,418 | $5.73M | 0.0% | +3.1% | 0.356% | |
2/13/2023 | Charles Schwab Investment Management Inc. | 11,268 | $0.61M | 0.0% | N/A | 0.038% | |
2/13/2023 | Bessemer Group Inc. | 33,202 | $1.78M | 0.0% | -22.4% | 0.113% | |
2/13/2023 | Integrated Wealth Concepts LLC | 5,582 | $0.30M | 0.0% | +19.2% | 0.019% | |
2/13/2023 | Wells Fargo & Company MN | 54,864 | $2.95M | 0.0% | -9.8% | 0.187% | |
2/13/2023 | Heritage Wealth Management LLC | 1,022 | $55K | 0.0% | +100.0% | 0.003% | |
2/13/2023 | Renaissance Technologies LLC | 11,900 | $0.64M | 0.0% | N/A | 0.041% | |
2/13/2023 | Blue Edge Capital LLC | 65,487 | $3.52M | 0.8% | +12.6% | 0.224% | |
2/13/2023 | Private Wealth Advisors LLC | 24,736 | $1.33M | 0.4% | N/A | 0.084% | |
2/13/2023 | Credit Suisse AG | 1,628 | $87K | 0.0% | -12.0% | 0.006% | |
2/13/2023 | Atria Wealth Solutions Inc. | 13,268 | $0.71M | 0.0% | -21.3% | 0.045% | |
2/13/2023 | JPMorgan Chase & Co. | 6,848 | $0.37M | 0.0% | N/A | 0.023% | |
2/10/2023 | Bank of America Corp DE | 313,013 | $16.80M | 0.0% | +40.1% | 1.068% | |
2/10/2023 | PAX Financial Group LLC | 43,694 | $2.35M | 0.6% | +0.6% | 0.149% | |
2/10/2023 | Assetmark Inc. | 1,309,684 | $70.29M | 0.3% | +2.6% | 4.470% | |
2/10/2023 | Optiver Holding B.V. | 1,405 | $75K | 0.0% | -100.0% | 0.005% | |
2/10/2023 | Advisor Group Holdings Inc. | 252,351 | $13.55M | 0.0% | -56.0% | 0.861% | |
2/10/2023 | Municipal Employees Retirement System of Michigan | 12,732,147 | $683.33M | 11.0% | -1.4% | 43.454% | |
2/10/2023 | FDx Advisors Inc. | 89,447 | $4.80M | 0.2% | -3.8% | 0.305% | |
2/9/2023 | Advisory Services & Investments LLC | 6,073 | $0.33M | 0.3% | -29.4% | 0.021% | |
2/9/2023 | Mirae Asset Global Investments Co. Ltd. | 203,197 | $10.91M | 0.0% | +22.8% | 0.694% | |
2/9/2023 | Mandatum Life Insurance Co Ltd | 101,012 | $5.42M | 1.6% | +0.8% | 0.345% | |
2/9/2023 | HighTower Advisors LLC | 14,468 | $0.78M | 0.0% | -43.6% | 0.049% | |
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2/9/2023 | Mercer Global Advisors Inc. ADV | 4,554 | $0.24M | 0.0% | N/A | 0.016% | |
2/8/2023 | UBS Group AG | 141,895 | $7.62M | 0.0% | +162.4% | 0.484% | |
2/8/2023 | Thrivent Financial for Lutherans | 3,804 | $0.20M | 0.0% | -14.2% | 0.013% | |
2/8/2023 | Millington Financial Advisors LLC | 24,225 | $1.30M | 1.3% | N/A | 0.083% | |
2/8/2023 | Presilium Private Wealth LLC | 5,503 | $0.30M | 0.1% | N/A | 0.019% | |
2/8/2023 | Lincoln National Corp | 5,724 | $0.31M | 0.0% | -9.4% | 0.020% | |
2/7/2023 | Addison Advisors LLC | 1,920 | $0.10M | 0.1% | N/A | 0.007% | |
2/7/2023 | Integris Wealth Management LLC | 99,544 | $5.34M | 2.1% | N/A | 0.340% | |
2/7/2023 | Commonwealth Equity Services LLC | 9,310 | $0.50M | 0.0% | -14.6% | 0.032% | |
2/7/2023 | LPL Financial LLC | 32,843 | $1.76M | 0.0% | -13.5% | 0.112% | |
2/7/2023 | Envestnet Asset Management Inc. | 1,029,267 | $55.24M | 0.0% | +7.6% | 3.513% | |
2/6/2023 | Brandywine Oak Private Wealth LLC | 9,736 | $0.52M | 0.1% | -16.5% | 0.033% | |
2/3/2023 | Aveo Capital Partners LLC | 8,567 | $0.46M | 0.1% | +4.0% | 0.029% | |
2/3/2023 | Columbus Macro LLC | 49,709 | $2.67M | 1.0% | -1.0% | 0.170% | |
2/2/2023 | Resources Investment Advisors LLC. | 4,157 | $0.22M | 0.0% | N/A | 0.014% | |
2/1/2023 | Alaska Wealth Advisors | 4,581 | $0.25M | 0.0% | +7.5% | 0.016% | |
2/1/2023 | Blue Chip Partners LLC | 3,006 | $0.16M | 0.0% | N/A | 0.010% | |
2/1/2023 | CWM LLC | 1,353 | $73K | 0.0% | -19.2% | 0.005% | |
2/1/2023 | Barber Financial Group Inc. | 5,122 | $0.28M | 0.1% | -4.7% | 0.017% | |
1/31/2023 | GenTrust LLC | 137,706 | $7.39M | 0.7% | -71.2% | 0.470% | |
1/30/2023 | Concourse Financial Group Securities Inc. | 2,806 | $0.15M | 0.0% | +37.3% | 0.010% | |
1/26/2023 | Strategic Blueprint LLC | 6,510 | $0.35M | 0.0% | -3.3% | 0.022% | |
1/26/2023 | Elm Partners Management LLC | 512,182 | $27.49M | 3.2% | -12.3% | 1.748% | |
1/26/2023 | Walkner Condon Financial Advisors LLC | 9,241 | $0.50M | 0.1% | +6.7% | 0.032% | |
1/25/2023 | Cadinha & Co. LLC | 6,205 | $0.33M | 0.1% | -19.5% | 0.021% | |
1/24/2023 | Koshinski Asset Management Inc. | 14,297 | $0.77M | 0.1% | -17.4% | 0.047% | |
1/23/2023 | Canvas Wealth Advisors LLC | 11,403 | $0.64M | 0.3% | -2.8% | 0.037% | |
1/20/2023 | Willis Johnson & Associates Inc. | 35,091 | $1.88M | 0.2% | -22.8% | 0.115% | |
1/17/2023 | Element Wealth LLC | 6,437 | $0.35M | 0.3% | +24.5% | 0.021% | |
1/17/2023 | Ronald Blue Trust Inc. | 4,718,890 | $226.22M | 4.0% | -2.4% | 15.421% | |
1/17/2023 | LVZ Inc. | 49,360 | $2.65M | 0.4% | N/A | 0.161% | |
1/13/2023 | John W. Brooker & Co. CPAs | 14,241 | $0.76M | 0.5% | +16,083.0% | 0.047% | |
11/16/2022 | Jane Street Group LLC | 192,770 | $9.24M | 0.0% | +52.5% | 0.636% | |
11/16/2022 | Mather Group LLC. | 561,644 | $26.93M | 0.6% | +58.7% | 1.854% | |
11/15/2022 | State Street Corp | 160,445 | $7.69M | 0.0% | +359.4% | 0.530% | |
11/15/2022 | Blue Edge Capital LLC | 58,161 | $2.79M | 0.7% | -3.8% | 0.192% | |
11/15/2022 | Thrivent Financial for Lutherans | 4,431 | $0.21M | 0.0% | +5.4% | 0.015% | |
11/15/2022 | PAX Financial Group LLC | 43,432 | $2.08M | 0.5% | +2.2% | 0.143% | |
11/15/2022 | Portfolio Solutions LLC | 84,079 | $4.03M | 0.5% | -9.7% | 0.277% | |
11/15/2022 | Flow Traders U.S. LLC | 15,778 | $0.76M | 0.0% | N/A | 0.051% | |
11/15/2022 | Commonwealth Equity Services LLC | 10,898 | $0.52M | 0.0% | +4.6% | 0.035% | |
11/14/2022 | United Capital Financial Advisers LLC | 181,743 | $8.71M | 0.1% | -6.7% | 0.592% | |
11/14/2022 | Royal Bank of Canada | 57,432 | $2.75M | 0.0% | +26.0% | 0.187% | |
11/14/2022 | Eaton Vance Management | 9,349 | $0.45M | 0.0% | N/A | 0.030% | |
11/14/2022 | Lazard Asset Management LLC | 128,970 | $6.18M | 0.0% | -2.8% | 0.420% | |
11/14/2022 | OLD Mission Capital LLC | 8,348 | $0.40M | 0.0% | -93.1% | 0.027% | |
11/10/2022 | Envestnet Asset Management Inc. | 956,791 | $45.87M | 0.0% | -1.3% | 3.117% | |
11/10/2022 | Credit Suisse AG | 1,849 | $89K | 0.0% | +32.2% | 0.006% | |
11/10/2022 | FDx Advisors Inc. | 93,016 | $4.46M | 0.2% | -6.7% | 0.303% | |
11/10/2022 | UBS Group AG | 54,076 | $2.59M | 0.0% | +30.6% | 0.176% | |
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11/9/2022 | Bessemer Group Inc. | 42,810 | $2.05M | 0.0% | +38.5% | 0.139% | |
11/9/2022 | Aveo Capital Partners LLC | 8,235 | $0.40M | 0.1% | -15.9% | 0.027% | |
11/8/2022 | Atlas Capital Advisors LLC | 54,064 | $2.59M | 0.5% | -40.4% | 0.176% | |
11/8/2022 | Element Wealth LLC | 5,170 | $0.25M | 0.2% | +9.2% | 0.017% | |
11/8/2022 | Strategic Blueprint LLC | 6,735 | $0.32M | 0.0% | -5.1% | 0.022% | |
11/4/2022 | Vontobel Holding Ltd. | 20,143 | $0.97M | 0.0% | N/A | 0.066% | |
11/4/2022 | Lincoln National Corp | 6,317 | $0.30M | 0.0% | -77.9% | 0.021% | |
11/3/2022 | Financial Gravity Asset Management Inc. | 7,837 | $0.38M | 0.0% | -51.9% | 0.026% | |
11/3/2022 | Creative Planning | 45,001 | $2.16M | 0.0% | +12.0% | 0.147% | |
11/2/2022 | Avantax Advisory Services Inc. | 9,300 | $0.45M | 0.0% | -47.0% | 0.030% | |