4/16/2024 | Transform Wealth LLC | 161,754 | $10.66M | 1.0% | -7.5% | 0.608% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 106,774 | $7.04M | 0.0% | +235.5% | 0.402% | |
4/12/2024 | Charles Schwab Trust Co | 3,250 | $214K | 0.0% | N/A | 0.012% | |
4/10/2024 | CVA Family Office LLC | 51,924 | $3.42M | 0.6% | -1.0% | 0.189% | |
4/9/2024 | Mather Group LLC. | 21,104 | $1.30M | 0.0% | -1.8% | 0.077% | |
3/22/2024 | PNC Financial Services Group Inc. | 5,140 | $316K | 0.0% | +85.6% | 0.019% | |
|
3/8/2024 | ICA Group Wealth Management LLC | 591 | $36K | 0.0% | N/A | 0.002% | |
2/15/2024 | Coastal Bridge Advisors LLC | 3,830 | $236K | 0.1% | N/A | 0.014% | |
2/15/2024 | Empire Financial Management Company LLC | 4,146 | $255K | 0.1% | -64.6% | 0.015% | |
2/15/2024 | Vienna Asset Management LLC | 3,290 | $202K | 0.2% | N/A | 0.012% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 148,138 | $9.12M | 0.1% | -9.8% | 0.538% | |
2/15/2024 | Baird Financial Group Inc. | 177,032 | $10.89M | 0.0% | +5.2% | 0.643% | |
2/14/2024 | Royal Bank of Canada | 33,789 | $2.08M | 0.0% | +5.1% | 0.123% | |
2/14/2024 | BOKF NA | 4,975 | $306K | 0.0% | N/A | 0.018% | |
2/14/2024 | MGO One Seven LLC | 52,551 | $3.23M | 0.2% | -0.6% | 0.191% | |
2/13/2024 | Envestnet Asset Management Inc. | 269,435 | $16.58M | 0.0% | -12.8% | 0.978% | |
2/13/2024 | Northern Trust Corp | 12,752,607 | $784.67M | 0.1% | -1.9% | 46.306% | |
2/13/2024 | Goldman Sachs Group Inc. | 82,878 | $5.10M | 0.0% | +3.1% | 0.301% | |
2/13/2024 | Anson Capital Inc. | 23,992 | $1.48M | 2.4% | +104.0% | 0.087% | |
2/13/2024 | Landmark Financial Advisors LLC | 65,138 | $4.01M | 1.4% | +6.8% | 0.237% | |
2/12/2024 | Stifel Financial Corp | 4,149 | $255K | 0.0% | N/A | 0.015% | |
2/9/2024 | Orion Portfolio Solutions LLC | 197,953 | $12.16M | 0.1% | -2.1% | 0.719% | |
2/9/2024 | US Bancorp DE | 3,843 | $236K | 0.0% | +4.6% | 0.014% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 30,169 | $1.86M | 0.0% | -16.3% | 0.110% | |
2/9/2024 | Hanlon Investment Management Inc. | 40,252 | $2.48M | 0.8% | -26.4% | 0.146% | |
2/9/2024 | Corient Private Wealth LLC | 15,628 | $962K | 0.0% | -9.2% | 0.057% | |
2/9/2024 | UBS Group AG | 262,940 | $16.18M | 0.0% | -5.8% | 0.955% | |
2/9/2024 | PNC Financial Services Group Inc. | 5,140 | $316K | 0.0% | +85.6% | 0.019% | |
2/8/2024 | Beacon Pointe Advisors LLC | 16,061 | $988K | 0.0% | -1.8% | 0.058% | |
2/8/2024 | Pacific Sun Financial Corp | 9,950 | $612K | 0.4% | -2.5% | 0.036% | |
2/7/2024 | Wealthspire Advisors LLC | 157,773 | $9.71M | 0.1% | -4.1% | 0.573% | |
2/6/2024 | VeraBank N.A. | 415,709 | $25.58M | 8.6% | +3.2% | 1.509% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 74,709 | $4.60M | 0.1% | +6.5% | 0.271% | |
2/5/2024 | Ledyard National Bank | 164,216 | $10.10M | 1.0% | -0.2% | 0.596% | |
2/5/2024 | Mather Group LLC. | 21,485 | $1.32M | 0.0% | -17.0% | 0.078% | |
2/5/2024 | Magnus Financial Group LLC | 65,047 | $4.00M | 0.5% | +0.7% | 0.236% | |
2/2/2024 | Addison Advisors LLC | 15,870 | $976K | 0.4% | -15.5% | 0.058% | |
2/2/2024 | Absolute Capital Management LLC | 3,273 | $201K | 0.2% | N/A | 0.012% | |
1/31/2024 | Greenleaf Trust | 7,999 | $492K | 0.0% | +9.8% | 0.029% | |
1/31/2024 | Gray Wealth Management Inc. | 23,045 | $1.42M | 0.7% | +10.2% | 0.084% | |
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1/30/2024 | Main Street Research LLC | 4,171 | $257K | 0.0% | N/A | 0.015% | |
1/30/2024 | Investors Research Corp | 3,832 | $236K | 0.1% | -7.7% | 0.014% | |
1/29/2024 | Crestwood Advisors Group LLC | 3,480 | $214K | 0.0% | N/A | 0.013% | |
1/29/2024 | Perigon Wealth Management LLC | 3,275 | $202K | 0.0% | N/A | 0.012% | |
1/26/2024 | Geneos Wealth Management Inc. | 12,219 | $752K | 0.0% | -2.6% | 0.044% | |
1/25/2024 | International Assets Investment Management LLC | 59,807 | $3.68M | 0.0% | N/A | 0.217% | |
1/24/2024 | Allworth Financial LP | 55,592 | $3.42M | 0.0% | -5.5% | 0.202% | |
1/24/2024 | International Assets Investment Management LLC | 59,807 | $3.68M | 0.0% | N/A | 0.217% | |
1/24/2024 | Tsfg LLC | 1,207 | $74K | 0.0% | +27.1% | 0.004% | |
1/23/2024 | TIAA Trust National Association | 4,298,933 | $264.51M | 0.9% | +2.9% | 15.610% | |
1/22/2024 | Parsons Capital Management Inc. RI | 11,128 | $685K | 0.0% | +4.8% | 0.040% | |
1/18/2024 | Transform Wealth LLC | 174,858 | $10.76M | 1.0% | -5.9% | 0.635% | |
1/16/2024 | Horizon Bancorp Inc. IN | 43,741 | $2.69M | 1.3% | +21,341.7% | 0.159% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 38,618 | $2.38M | 0.0% | +9.6% | 0.140% | |
1/16/2024 | CVA Family Office LLC | 52,434 | $3.23M | 0.6% | +14.4% | 0.190% | |
1/11/2024 | Raymond James Trust N.A. | 5,262 | $324K | 0.0% | N/A | 0.019% | |
1/11/2024 | Aries Wealth Management | 11,183 | $688K | 0.2% | -4.8% | 0.041% | |
1/10/2024 | David J Yvars Group | 4,060 | $250K | 0.2% | N/A | 0.015% | |
1/2/2024 | M&R Capital Management Inc. | 1,021 | $63K | 0.0% | N/A | 0.004% | |
12/11/2023 | Headinvest LLC | 945 | $52K | 0.0% | N/A | 0.003% | |
11/24/2023 | EP Wealth Advisors LLC | 4,381 | $244K | 0.0% | N/A | 0.016% | |
11/15/2023 | Royal Bank of Canada | 32,139 | $1.79M | 0.0% | -44.3% | 0.117% | |
11/15/2023 | Ameriprise Financial Inc. | 4,576 | $255K | 0.0% | N/A | 0.017% | |
11/14/2023 | Mather Group LLC. | 25,894 | $1.44M | 0.0% | +93.3% | 0.094% | |
11/13/2023 | Northern Trust Corp | 13,001,804 | $725.24M | 0.1% | -3.3% | 47.211% | |
11/13/2023 | LPL Financial LLC | 279,726 | $15.60M | 0.0% | +3.0% | 1.016% | |
11/13/2023 | Envestnet Asset Management Inc. | 309,156 | $17.25M | 0.0% | +19.9% | 1.123% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 6,225 | $347K | 0.0% | N/A | 0.023% | |
11/13/2023 | Kestra Advisory Services LLC | 5,350 | $298K | 0.0% | +8.1% | 0.019% | |
11/13/2023 | PNC Financial Services Group Inc. | 2,769 | $154K | 0.0% | N/A | 0.010% | |
11/9/2023 | Greenleaf Trust | 7,282 | $406K | 0.0% | +75.3% | 0.026% | |
11/9/2023 | UBS Group AG | 279,068 | $15.57M | 0.0% | -0.9% | 1.013% | |
11/8/2023 | Janney Montgomery Scott LLC | 4,214 | $235K | 0.0% | -4.2% | 0.015% | |
11/8/2023 | Atria Wealth Solutions Inc. | 4,706 | $263K | 0.0% | N/A | 0.017% | |
11/8/2023 | Bryn Mawr Capital Management LLC | 30,333 | $1.69M | 0.1% | -30.0% | 0.110% | |
11/8/2023 | Ledyard National Bank | 164,564 | $9.18M | 1.0% | +1.5% | 0.598% | |
11/8/2023 | Keybank National Association OH | 551,447 | $30.76M | 0.1% | -0.6% | 2.002% | |
11/7/2023 | Addison Advisors LLC | 18,782 | $1.05M | 0.5% | -15.2% | 0.068% | |
11/6/2023 | Wealthspire Advisors LLC | 164,592 | $9.18M | 0.2% | -5.5% | 0.598% | |
11/3/2023 | MGO One Seven LLC | 52,877 | $2.95M | 0.2% | +20.9% | 0.192% | |
11/1/2023 | Investors Research Corp | 4,152 | $232K | 0.1% | +6.6% | 0.015% | |
11/1/2023 | Orion Portfolio Solutions LLC | 202,129 | $11.28M | 0.1% | -19.1% | 0.734% | |
10/31/2023 | Allworth Financial LP | 58,831 | $3.28M | 0.0% | -9.2% | 0.214% | |
10/31/2023 | Fifth Third Bancorp | 4,261 | $238K | 0.0% | N/A | 0.015% | |
10/27/2023 | Gray Wealth Management Inc. | 20,913 | $1.17M | 0.6% | +143.6% | 0.076% | |
10/27/2023 | TIAA Trust National Association | 4,176,993 | $232.99M | 0.8% | N/A | 15.167% | |
10/25/2023 | Concourse Financial Group Securities Inc. | 2,065 | $115K | 0.0% | -9.5% | 0.007% | |
10/24/2023 | Bridges Investment Management Inc. | 136,161 | $7.60M | 0.3% | -0.9% | 0.494% | |
10/24/2023 | Stratos Wealth Partners LTD. | 3,636 | $203K | 0.0% | N/A | 0.013% | |
10/24/2023 | VeraBank N.A. | 402,686 | $22.46M | 8.6% | +0.2% | 1.462% | |
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10/24/2023 | Raymond James Financial Services Advisors Inc. | 35,232 | $1.97M | 0.0% | +25.3% | 0.128% | |
10/24/2023 | Raymond James & Associates | 4,845 | $270K | 0.0% | -14.5% | 0.018% | |
10/23/2023 | Commonwealth Equity Services LLC | 44,477 | $2.48M | 0.0% | -3.1% | 0.161% | |
10/18/2023 | Hanlon Investment Management Inc. | 54,662 | $3.05M | 0.9% | -4.7% | 0.198% | |
10/18/2023 | Strategic Blueprint LLC | 3,963 | $221K | 0.0% | N/A | 0.014% | |
10/16/2023 | Buttonwood Financial Advisors Inc. | 3,720 | $208K | 0.1% | N/A | 0.014% | |
10/13/2023 | Worth Financial Advisory Group LLC | 4,795 | $267K | 0.2% | +9.5% | 0.017% | |
10/13/2023 | Landmark Financial Advisors LLC | 60,990 | $3.40M | 1.3% | +9.3% | 0.221% | |
10/11/2023 | CVA Family Office LLC | 45,843 | $2.56M | 0.6% | -2.5% | 0.166% | |
10/11/2023 | Sageworth Trust Co of South Dakota | 18,193 | $1.02M | 2.2% | -2.7% | 0.066% | |