5/17/2024 | Comerica Bank | 210 | $27K | 0.0% | N/A | 0.010% | |
5/4/2024 | Geneos Wealth Management Inc. | 24,753 | $3.14M | 0.1% | -8.9% | 1.196% | |
5/3/2024 | Absolute Capital Management LLC | 23,656 | $3.00M | 1.9% | -0.8% | 1.143% | |
5/2/2024 | Baron Silver Stevens Financial Advisors LLC | 16,468 | $2.09M | 0.4% | +5.9% | 0.796% | |
4/29/2024 | Commonwealth Equity Services LLC | 39,697 | $5.04M | 0.0% | +3.7% | 1.918% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 7,672 | $936K | 0.2% | +1.8% | 0.371% | |
|
4/26/2024 | UMB Bank n.a. | 61,486 | $7.80M | 0.1% | -1.3% | 2.970% | |
4/26/2024 | Opus Capital Group LLC | 96,845 | $12.29M | 1.8% | -5.8% | 4.679% | |
4/22/2024 | Cassia Capital Partners LLC | 2,520 | $320K | 0.2% | +10.6% | 0.122% | |
4/12/2024 | Anderson Hoagland & Co. | 317,395 | $38.98M | 4.4% | +1.3% | 19.353% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 4,959 | $569K | 0.0% | -3.8% | 0.302% | |
2/7/2024 | Baron Silver Stevens Financial Advisors LLC | 15,551 | $1.79M | 0.4% | +41.4% | 0.948% | |
2/7/2024 | Principal Securities Inc. | 932 | $107K | 0.0% | N/A | 0.057% | |
2/6/2024 | Great Valley Advisor Group Inc. | 3,612 | $415K | 0.0% | N/A | 0.220% | |
2/3/2024 | Cedar Point Capital Partners LLC | 9,088 | $1.04M | 0.9% | N/A | 0.554% | |
2/2/2024 | Absolute Capital Management LLC | 23,847 | $2.74M | 2.5% | -4.2% | 1.454% | |
2/1/2024 | Parkside Financial Bank & Trust | 972 | $112K | 0.0% | +403.6% | 0.059% | |
1/31/2024 | Onyx Bridge Wealth Group LLC | 7,539 | $866K | 0.2% | +19.3% | 0.460% | |
1/31/2024 | Opus Capital Group LLC | 102,778 | $11.80M | 1.9% | -1.0% | 6.267% | |
1/29/2024 | Cassia Capital Partners LLC | 2,279 | $262K | 0.2% | -20.6% | 0.139% | |
1/26/2024 | Geneos Wealth Management Inc. | 27,161 | $3.12M | 0.2% | -9.6% | 1.656% | |
1/24/2024 | Walkner Condon Financial Advisors LLC | 11,360 | $1.31M | 0.3% | +86.5% | 0.693% | |
1/23/2024 | UMB Bank n.a. | 62,279 | $7.15M | 0.1% | +3.5% | 3.798% | |
1/23/2024 | Physician Wealth Advisors Inc. | 4,383 | $509K | 0.1% | -17.1% | 0.267% | |
1/17/2024 | Anderson Hoagland & Co. | 313,354 | $35.30M | 4.3% | +18.7% | 19.107% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 5,304 | $609K | 0.0% | N/A | 0.323% | |
11/15/2023 | Insigneo Advisory Services LLC | 2,304 | $238K | 0.0% | N/A | 0.140% | |
11/13/2023 | Envestnet Asset Management Inc. | 256,758 | $26.51M | 0.0% | -6.1% | 15.656% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 5,155 | $532K | 0.0% | N/A | 0.314% | |
10/27/2023 | Capital Advisors Ltd. LLC | 351 | $36K | 0.0% | -53.8% | 0.021% | |
10/24/2023 | Bank of New York Mellon Corp | 14,789 | $1.53M | 0.0% | -5.4% | 0.902% | |
10/23/2023 | Commonwealth Equity Services LLC | 33,811 | $3.49M | 0.0% | +1.8% | 2.062% | |
10/20/2023 | Walkner Condon Financial Advisors LLC | 6,090 | $629K | 0.2% | +59.8% | 0.371% | |
10/18/2023 | UMB Bank n.a. | 60,190 | $6.22M | 0.1% | -50.7% | 3.670% | |
10/18/2023 | Private Trust Co. NA | 500 | $52K | 0.0% | +66.7% | 0.030% | |
10/16/2023 | Onyx Bridge Wealth Group LLC | 6,317 | $652K | 0.2% | +24.2% | 0.385% | |
10/16/2023 | Cassia Capital Partners LLC | 2,869 | $296K | 0.2% | -7.1% | 0.175% | |
10/11/2023 | Geneos Wealth Management Inc. | 30,057 | $3.10M | 0.2% | -5.9% | 1.833% | |
10/10/2023 | Anderson Hoagland & Co. | 264,031 | $27.26M | 3.6% | -7.2% | 16.099% | |
10/10/2023 | Physician Wealth Advisors Inc. | 5,284 | $544K | 0.1% | -11.4% | 0.322% | |
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8/10/2023 | Commonwealth Equity Services LLC | 33,204 | $3.45M | 0.0% | +2.4% | 2.025% | |
8/10/2023 | Cetera Advisor Networks LLC | 3,153 | $328K | 0.0% | +6.8% | 0.192% | |
8/8/2023 | Geneos Wealth Management Inc. | 31,940 | $3.32M | 0.2% | +1.7% | 1.948% | |
8/4/2023 | Envestnet Asset Management Inc. | 273,539 | $28.42M | 0.0% | +0.2% | 16.679% | |
8/3/2023 | Bank of New York Mellon Corp | 15,634 | $1.63M | 0.0% | +4.3% | 0.953% | |
7/31/2023 | Opus Capital Group LLC | 103,518 | $10.76M | 1.9% | +13.9% | 5.882% | |
7/31/2023 | LPL Financial LLC | 5,232 | $544K | 0.0% | -2.2% | 0.297% | |
7/28/2023 | Private Trust Co. NA | 300 | $31K | 0.0% | N/A | 0.017% | |
7/27/2023 | Absolute Capital Management LLC | 24,955 | $2.59M | 2.4% | -47.3% | 1.418% | |
7/25/2023 | Onyx Bridge Wealth Group LLC | 5,086 | $528K | 0.1% | N/A | 0.289% | |
7/25/2023 | UMB Bank n.a. | 122,123 | $12.69M | 0.2% | -10.8% | 6.939% | |
7/24/2023 | Baron Silver Stevens Financial Advisors LLC | 10,958 | $1.14M | 0.2% | +34.0% | 0.623% | |
7/21/2023 | Walkner Condon Financial Advisors LLC | 3,810 | $396K | 0.1% | N/A | 0.216% | |
7/7/2023 | Anderson Hoagland & Co. | 284,592 | $29.57M | 3.8% | +3.9% | 16.170% | |
7/5/2023 | Physician Wealth Advisors Inc. | 5,961 | $622K | 0.2% | -5.3% | 0.339% | |
5/11/2023 | Envestnet Asset Management Inc. | 273,002 | $27.05M | 0.0% | +0.8% | 15.511% | |
5/11/2023 | Commonwealth Equity Services LLC | 32,440 | $3.21M | 0.0% | +3.6% | 1.843% | |
4/25/2023 | Geneos Wealth Management Inc. | 31,410 | $3.11M | 0.2% | N/A | 1.785% | |
4/25/2023 | Seed Wealth Management Inc. | 7,950 | $788K | 0.9% | -2.0% | 0.452% | |
4/24/2023 | Opus Capital Group LLC | 90,915 | $9.01M | 1.7% | +5.9% | 5.166% | |
4/21/2023 | Cassia Capital Partners LLC | 2,996 | $297K | 0.2% | +18.9% | 0.170% | |
4/20/2023 | Physician Wealth Advisors Inc. | 6,295 | $626K | 0.2% | -26.0% | 0.358% | |
4/18/2023 | Baron Silver Stevens Financial Advisors LLC | 8,176 | $810K | 0.2% | -1.8% | 0.465% | |
4/11/2023 | UMB Bank n.a. | 136,960 | $13.57M | 0.2% | +2.1% | 8.152% | |
4/6/2023 | Anderson Hoagland & Co. | 273,996 | $27.15M | 3.9% | +5.1% | 16.309% | |
2/14/2023 | Silicon Valley Capital Partners | 14,292 | $1.41M | 0.3% | N/A | 0.000% | |
2/8/2023 | St. James Investment Advisors LLC | 830 | $82K | 0.2% | +315.0% | 0.000% | |
2/7/2023 | Modera Wealth Management LLC | 2,059 | $203K | 0.0% | N/A | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 31,306 | $3.09M | 0.0% | -1.2% | 0.000% | |
2/7/2023 | LPL Financial LLC | 15,561 | $1.54M | 0.0% | +309.5% | 0.000% | |
2/7/2023 | Envestnet Asset Management Inc. | 270,852 | $26.77M | 0.0% | +5.8% | 0.000% | |
2/1/2023 | Absolute Capital Management LLC | 22,100 | $2.18M | 2.4% | N/A | 0.000% | |
1/31/2023 | Kestra Advisory Services LLC | 10,725 | $1.06M | 0.0% | -8.4% | 0.000% | |
1/31/2023 | Seed Wealth Management Inc. | 8,110 | $802K | 0.9% | N/A | 0.000% | |
1/30/2023 | Baron Silver Stevens Financial Advisors LLC | 8,322 | $822K | 0.2% | N/A | 0.000% | |
1/20/2023 | Anderson Hoagland & Co. | 260,771 | $26.29M | 3.8% | +15.5% | 0.000% | |
1/18/2023 | Opus Capital Group LLC | 85,882 | $8.49M | 1.6% | +10.6% | 0.000% | |
1/10/2023 | UMB Bank n.a. | 134,170 | $13.26M | 0.2% | -6.7% | 0.000% | |
11/15/2022 | First Manhattan Co. | 1,063 | $93K | 0.0% | -87.8% | 0.000% | |
11/15/2022 | Commonwealth Equity Services LLC | 31,680 | $2.78M | 0.0% | +2.5% | 0.000% | |
11/10/2022 | Envestnet Asset Management Inc. | 256,121 | $22.48M | 0.0% | -6.5% | 0.000% | |
10/31/2022 | Opus Capital Group LLC | 77,617 | $6.81M | 1.5% | -8.3% | 0.000% | |
10/13/2022 | UMB Bank n.a. | 143,792 | $12.62M | 0.2% | -27.9% | 0.000% | |
10/11/2022 | Anderson Hoagland & Co. | 225,755 | $19.81M | 3.2% | -29.0% | 0.000% | |
10/6/2022 | UMA Financial Services Inc. | 8,523 | $798K | 0.2% | +6.3% | 0.000% | |
8/3/2022 | Envestnet Asset Management Inc. | 273,924 | $24.54M | 0.0% | +2.6% | 0.000% | |
8/2/2022 | UMA Financial Services Inc. | 8,021 | $782K | 0.2% | -11.8% | 0.000% | |
8/2/2022 | First Horizon Advisors Inc. | 1,331 | $119K | 0.0% | N/A | 0.000% | |
7/29/2022 | Opus Capital Group LLC | 84,632 | $7.58M | 1.5% | +7.0% | 0.000% | |
7/29/2022 | Retirement Capital Strategies | 4,608 | $413K | 0.2% | N/A | 0.000% | |
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7/26/2022 | Baron Silver Stevens Financial Advisors LLC | 2,387 | $213K | 0.1% | N/A | 0.000% | |
7/22/2022 | Coastline Trust Co | 4,710 | $422K | 0.1% | +9.8% | 0.000% | |
7/20/2022 | UMB Bank n.a. | 199,562 | $17.88M | 0.3% | +0.3% | 0.000% | |
7/19/2022 | Commonwealth Equity Services LLC | 30,901 | $2.77M | 0.0% | +6.9% | 0.000% | |
7/19/2022 | Claraphi Advisory Network LLC | 3,051 | $273K | 0.1% | -21.2% | 0.000% | |
7/8/2022 | Anderson Hoagland & Co. | 317,814 | $28.95M | 4.3% | +3.3% | 0.000% | |
5/12/2022 | Claraphi Advisory Network LLC | 3,873 | $403K | 0.1% | +3.2% | 0.000% | |
5/5/2022 | UMA Financial Services Inc. | 9,092 | $932K | 0.2% | +10.4% | 0.000% | |
5/4/2022 | Advisor Group Holdings Inc. | 6,233 | $649K | 0.0% | +229.1% | 0.000% | |
5/4/2022 | Commonwealth Equity Services LLC | 28,917 | $3.01M | 0.0% | +3.6% | 0.000% | |