5/17/2024 | Comerica Bank | 41,352 | $2.63M | 0.0% | +0.4% | 0.313% | |
5/11/2024 | Jacobi Capital Management LLC | 5,000 | $318K | 0.0% | N/A | 0.038% | |
5/11/2024 | Hirtle Callaghan & Co LLC | 102,033 | $6.49M | 0.3% | -63.9% | 0.773% | |
5/9/2024 | Koshinski Asset Management Inc. | 5,441 | $346K | 0.0% | N/A | 0.041% | |
5/7/2024 | Choate Investment Advisors | 18,715 | $1.19M | 0.0% | -5.2% | 0.142% | |
5/7/2024 | Sei Investments Co. | 59,243 | $3.77M | 0.0% | -16.2% | 0.449% | |
|
5/3/2024 | Commerce Bank | 89,515 | $5.70M | 0.0% | +0.6% | 0.678% | |
5/2/2024 | Haverford Trust Co | 63,033 | $4.01M | 0.0% | +48.6% | 0.478% | |
4/26/2024 | Northwest Bancshares Inc. | 47,390 | $3.02M | 0.5% | +7.4% | 0.360% | |
4/25/2024 | Human Investing LLC | 8,045 | $512K | 0.1% | -4.4% | 0.061% | |
4/25/2024 | BCM Advisors LLC | 246,163 | $15.10M | 3.8% | +0.2% | 1.868% | |
4/24/2024 | CENTRAL TRUST Co | 652,874 | $41.55M | 1.0% | +0.5% | 4.954% | |
4/23/2024 | Gradient Investments LLC | 14,876 | $947K | 0.0% | -8.9% | 0.113% | |
4/23/2024 | Fifth Third Bancorp | 58,586 | $3.73M | 0.0% | -4.4% | 0.445% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 21,485 | $1.37M | 0.0% | -51.5% | 0.163% | |
4/22/2024 | Corrigan Financial Inc. | 37,544 | $2.39M | 0.6% | -6.9% | 0.285% | |
4/22/2024 | Oakworth Capital Inc. | 10,922 | $695K | 0.1% | +36.8% | 0.083% | |
4/18/2024 | WESPAC Advisors SoCal LLC | 11,862 | $755K | 0.2% | -6.7% | 0.090% | |
4/17/2024 | First Bank & Trust | 79,722 | $5.07M | 1.0% | -35.3% | 0.605% | |
4/16/2024 | MCF Advisors LLC | 19,091 | $1.22M | 0.1% | -2.0% | 0.145% | |
4/15/2024 | Janiczek Wealth Management LLC | 60,717 | $3.86M | 0.8% | +8.9% | 0.461% | |
4/11/2024 | MJP Associates Inc. ADV | 6,135 | $390K | 0.1% | +3.7% | 0.047% | |
4/11/2024 | RFG Advisory LLC | 6,335 | $403K | 0.0% | -4.8% | 0.048% | |
4/9/2024 | Montecito Bank & Trust | 6,765 | $431K | 0.1% | +9.3% | 0.051% | |
3/7/2024 | Objective Capital Management LLC | 3,750 | $217K | 0.2% | N/A | 0.028% | |
3/1/2024 | Pineridge Advisors LLC | 664 | $39K | 0.0% | N/A | 0.005% | |
2/20/2024 | Polen Capital Management LLC | 5,388 | $312K | 0.0% | -22.0% | 0.041% | |
2/13/2024 | Hirtle Callaghan & Co LLC | 282,367 | $16.37M | 0.7% | -10.3% | 2.146% | |
2/13/2024 | Polen Capital Management LLC | 5,388 | $312K | 0.0% | -22.0% | 0.041% | |
2/12/2024 | Focus Financial Network Inc. ADV | 8,329 | $486K | 0.0% | N/A | 0.063% | |
2/9/2024 | Commerce Bank | 88,975 | $5.16M | 0.0% | +0.8% | 0.676% | |
2/9/2024 | Wells Fargo & Company MN | 147,541 | $8.56M | 0.0% | +1.2% | 1.121% | |
2/8/2024 | Haverford Trust Co | 42,428 | $2.46M | 0.0% | +57.0% | 0.322% | |
2/8/2024 | Advisor OS LLC | 21,131 | $1.23M | 0.2% | +26.2% | 0.161% | |
2/7/2024 | Principal Securities Inc. | 795 | $46K | 0.0% | N/A | 0.006% | |
2/7/2024 | FinDec Wealth Services Inc. | 4,816 | $279K | 0.2% | N/A | 0.037% | |
2/6/2024 | Private Advisor Group LLC | 5,979 | $347K | 0.0% | -17.2% | 0.045% | |
2/6/2024 | GUNN & Co INVESTMENT MANAGEMENT INC. | 13,900 | $806K | 0.1% | N/A | 0.106% | |
2/6/2024 | Clifford Swan Investment Counsel LLC | 41,195 | $2.39M | 0.1% | -1.1% | 0.313% | |
2/5/2024 | Savant Capital LLC | 42,904 | $2.49M | 0.0% | +2.1% | 0.326% | |
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2/5/2024 | Firestone Capital Management | 5,682 | $330K | 0.1% | +3.8% | 0.043% | |
2/5/2024 | Islay Capital Management LLC | 11,189 | $649K | 0.5% | +25.0% | 0.085% | |
2/5/2024 | Cozad Asset Management Inc. | 3,620 | $210K | 0.0% | N/A | 0.028% | |
2/2/2024 | Truist Financial Corp | 105,584 | $6.12M | 0.0% | +3.2% | 0.802% | |
2/2/2024 | McClarren Financial Advisors Inc. | 8,148 | $473K | 0.4% | +2.8% | 0.062% | |
2/1/2024 | MCF Advisors LLC | 19,477 | $1.13M | 0.1% | +0.9% | 0.148% | |
2/1/2024 | CWM LLC | 100,388 | $5.82M | 0.0% | +8.7% | 0.763% | |
1/31/2024 | BCM Advisors LLC | 245,554 | $14.64M | 3.9% | +1.6% | 1.866% | |
1/31/2024 | Oakworth Capital Inc. | 7,982 | $463K | 0.0% | N/A | 0.061% | |
1/25/2024 | RFG Advisory LLC | 6,656 | $386K | 0.0% | -8.9% | 0.051% | |
1/25/2024 | WESPAC Advisors SoCal LLC | 12,712 | $737K | 0.2% | -1.5% | 0.097% | |
1/25/2024 | Firethorn Wealth Partners LLC | 8,540 | $495K | 0.3% | +3.1% | 0.065% | |
1/24/2024 | Stratos Wealth Partners LTD. | 4,079 | $237K | 0.0% | N/A | 0.031% | |
1/24/2024 | CENTRAL TRUST Co | 649,638 | $37.67M | 1.0% | -4.4% | 4.936% | |
1/24/2024 | Venture Visionary Partners LLC | 14,118 | $819K | 0.0% | -1.4% | 0.107% | |
1/24/2024 | Allworth Financial LP | 43,217 | $2.51M | 0.0% | +2.1% | 0.328% | |
1/23/2024 | Planning Alternatives Ltd. ADV | 3,451 | $200K | 0.0% | N/A | 0.026% | |
1/23/2024 | UMB Bank n.a. | 3,200 | $186K | 0.0% | +33.3% | 0.024% | |
1/23/2024 | Capital Planning LLC | 3,689 | $215K | 0.1% | N/A | 0.028% | |
1/22/2024 | Country Club Bank GFN | 80,950 | $4.71M | 0.4% | +40.5% | 0.615% | |
1/19/2024 | Fifth Third Bancorp | 61,289 | $3.55M | 0.0% | +32.2% | 0.462% | |
1/19/2024 | Cornerstone Management Inc. | 8,198 | $475K | 0.1% | -18.3% | 0.062% | |
1/18/2024 | Gradient Investments LLC | 16,326 | $947K | 0.0% | +7.5% | 0.123% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 44,308 | $2.57M | 0.0% | +7.9% | 0.334% | |
1/16/2024 | Raymond James & Associates | 9,606 | $557K | 0.0% | +5.4% | 0.072% | |
1/12/2024 | Disciplined Investments LLC | 5,499 | $319K | 0.2% | N/A | 0.041% | |
1/11/2024 | Bremer Bank National Association | 40,169 | $2.33M | 0.4% | -7.5% | 0.303% | |
12/18/2023 | Vanguard Group Inc. | 470,545 | $24.61M | 0.0% | -0.7% | 3.565% | |
12/7/2023 | Dagco Inc. | 6,829 | $357K | 0.1% | -91.0% | 0.052% | |
11/14/2023 | Aristotle Capital Management LLC | 128,690 | $6.73M | 0.0% | N/A | 0.975% | |
11/13/2023 | LPL Financial LLC | 92,964 | $4.86M | 0.0% | -0.9% | 0.704% | |
11/13/2023 | Polen Capital Management LLC | 6,905 | $361K | 0.0% | -85.3% | 0.052% | |
11/13/2023 | Envestnet Asset Management Inc. | 60,577 | $3.17M | 0.0% | -5.3% | 0.459% | |
11/13/2023 | Kestra Advisory Services LLC | 6,257 | $327K | 0.0% | +15.4% | 0.047% | |
11/9/2023 | WESPAC Advisors SoCal LLC | 12,912 | $675K | 0.2% | -1.6% | 0.098% | |
11/9/2023 | BCM Advisors LLC | 241,595 | $12.86M | 3.8% | +34.1% | 1.830% | |
11/9/2023 | UBS Group AG | 62,422 | $3.27M | 0.0% | -11.2% | 0.473% | |
11/8/2023 | HighTower Advisors LLC | 19,370 | $1.01M | 0.0% | +13.6% | 0.147% | |
11/8/2023 | Hirtle Callaghan & Co LLC | 314,648 | $16.46M | 0.8% | +13.6% | 2.384% | |
11/8/2023 | Keybank National Association OH | 120,268 | $6.29M | 0.0% | +7.4% | 0.911% | |
11/7/2023 | Savant Capital LLC | 42,006 | $2.20M | 0.0% | +7.3% | 0.318% | |
11/7/2023 | Firestone Capital Management | 5,472 | $286K | 0.1% | +33.6% | 0.041% | |
11/6/2023 | McClarren Financial Advisors Inc. | 7,927 | $414K | 0.4% | -3.0% | 0.060% | |
11/4/2023 | HHM Wealth Advisors LLC | 4,237 | $222K | 0.0% | -8.2% | 0.032% | |
11/4/2023 | Corient Private Wealth LLC | 127,055 | $6.65M | 0.0% | +68.0% | 0.963% | |
11/3/2023 | Private Advisor Group LLC | 7,222 | $378K | 0.0% | +12.3% | 0.055% | |
11/3/2023 | Advisor OS LLC | 16,739 | $875K | 0.1% | +40.5% | 0.127% | |
11/2/2023 | Islay Capital Management LLC | 8,950 | $468K | 0.3% | +79.0% | 0.068% | |
11/2/2023 | Fund Evaluation Group LLC | 381,977 | $19.98M | 1.8% | -5.2% | 2.894% | |
11/2/2023 | Pittenger & Anderson Inc. | 2,550 | $133K | 0.0% | -8.1% | 0.019% | |
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11/2/2023 | Cullen Frost Bankers Inc. | 625 | $33K | 0.0% | N/A | 0.005% | |
10/31/2023 | Allworth Financial LP | 42,326 | $2.21M | 0.0% | +1.5% | 0.321% | |
10/31/2023 | Fifth Third Bancorp | 46,349 | $2.42M | 0.0% | -55.4% | 0.351% | |
10/27/2023 | Gradient Investments LLC | 15,180 | $794K | 0.0% | +13.9% | 0.114% | |
10/26/2023 | CENTRAL TRUST Co | 679,323 | $35.53M | 1.0% | -4.3% | 5.112% | |
10/24/2023 | Hanson & Doremus Investment Management | 4,085 | $214K | 0.0% | +25.1% | 0.031% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 41,046 | $2.15M | 0.0% | +8.3% | 0.309% | |
10/24/2023 | Raymond James & Associates | 9,112 | $477K | 0.0% | +12.1% | 0.069% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 12,513 | $654K | 0.0% | +5.1% | 0.094% | |
10/20/2023 | Country Club Bank GFN | 57,620 | $3.02M | 0.2% | +51.7% | 0.434% | |