5/17/2024 | SkyView Investment Advisors LLC | 11,493 | $863K | 0.2% | N/A | 0.250% | |
5/13/2024 | Ameritas Investment Partners Inc. | 7,270 | $546K | 0.0% | -2.0% | 0.158% | |
5/9/2024 | SageView Advisory Group LLC | 6,994 | $509K | 0.0% | N/A | 0.152% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 61,520 | $4.62M | 0.0% | -5.6% | 1.337% | |
5/4/2024 | Richardson Financial Services Inc. | 894 | $67K | 0.0% | N/A | 0.019% | |
5/1/2024 | Janney Montgomery Scott LLC | 2,900 | $218K | 0.0% | -23.7% | 0.063% | |
|
4/27/2024 | White Pine Investment CO | 101,420 | $7.61M | 2.2% | +0.4% | 2.205% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 61,025 | $4.58M | 0.0% | +23.4% | 1.327% | |
4/24/2024 | Leavell Investment Management Inc. | 121,143 | $9.09M | 0.5% | +1.7% | 2.634% | |
4/23/2024 | Gradient Investments LLC | 31,135 | $2.34M | 0.1% | +1.9% | 0.677% | |
4/19/2024 | Valley National Advisers Inc. | 11,872 | $891K | 0.1% | +3.4% | 0.258% | |
4/19/2024 | Albion Financial Group UT | 79,252 | $5.95M | 0.5% | +1.9% | 1.723% | |
4/11/2024 | Ballentine Partners LLC | 192,249 | $14.43M | 0.3% | +3.8% | 4.179% | |
4/1/2024 | Appleton Partners Inc. MA | 6,043 | $454K | 0.0% | -5.8% | 0.137% | |
3/1/2024 | Goldman Sachs Group Inc. | 752,058 | $51.13M | 0.0% | -1.7% | 17.092% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 49,448 | $3.36M | 0.0% | +8.1% | 1.124% | |
2/9/2024 | Milestone Investment Advisors LLC | 23,301 | $1.58M | 0.5% | +7.8% | 0.530% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 65,190 | $4.43M | 0.0% | N/A | 1.482% | |
2/7/2024 | Principal Securities Inc. | 18,165 | $1.24M | 0.0% | N/A | 0.413% | |
2/6/2024 | Lincoln National Corp | 17,511 | $1.19M | 0.0% | -3.5% | 0.398% | |
2/2/2024 | Herold Advisors Inc. | 3,000 | $204K | 0.1% | -30.6% | 0.068% | |
2/2/2024 | Atria Wealth Solutions Inc. | 36,037 | $2.46M | 0.0% | N/A | 0.819% | |
1/29/2024 | Money Design Co. Ltd. | 70,614 | $4.80M | 0.3% | -18.0% | 1.605% | |
1/26/2024 | Cerity Partners LLC | 6,200 | $421K | 0.0% | N/A | 0.141% | |
1/26/2024 | White Pine Investment CO | 100,987 | $6.86M | 2.2% | +4.4% | 2.295% | |
1/25/2024 | Valley National Advisers Inc. | 11,481 | $780K | 0.1% | +7.6% | 0.261% | |
1/23/2024 | Leavell Investment Management Inc. | 119,120 | $8.13M | 0.5% | +2.2% | 2.707% | |
1/23/2024 | Ballentine Partners LLC | 185,127 | $12.58M | 0.3% | -8.8% | 4.207% | |
1/18/2024 | Gradient Investments LLC | 30,541 | $2.08M | 0.1% | -2.2% | 0.694% | |
1/18/2024 | Sage Financial Group Inc. | 36,249 | $2.46M | 0.2% | +19.4% | 0.824% | |
1/16/2024 | Raymond James & Associates | 8,374 | $569K | 0.0% | -58.5% | 0.190% | |
1/12/2024 | Mutual Advisors LLC | 4,814 | $327K | 0.0% | -31.3% | 0.109% | |
1/5/2024 | Beach Investment Counsel Inc. PA | 3,100 | $211K | 0.0% | N/A | 0.070% | |
1/2/2024 | Appleton Partners Inc. MA | 6,418 | $436K | 0.0% | -4.7% | 0.146% | |
11/14/2023 | Valley National Advisers Inc. | 10,671 | $650K | 0.1% | -3.5% | 0.243% | |
11/14/2023 | Mutual Advisors LLC | 7,007 | $427K | 0.0% | +6.8% | 0.159% | |
11/9/2023 | UBS Group AG | 50,273 | $3.06M | 0.0% | +2.4% | 1.143% | |
11/8/2023 | Herold Advisors Inc. | 4,320 | $263K | 0.1% | -24.7% | 0.098% | |
11/8/2023 | HighTower Advisors LLC | 66,020 | $4.01M | 0.0% | -1.6% | 1.500% | |
11/8/2023 | Fort Point Capital Partners LLC | 11,572 | $704K | 0.1% | +2.4% | 0.263% | |
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11/8/2023 | Milestone Investment Advisors LLC | 21,615 | $1.32M | 0.4% | -7.7% | 0.491% | |
11/6/2023 | Lincoln National Corp | 18,146 | $1.11M | 0.0% | -4.2% | 0.412% | |
11/1/2023 | Albion Financial Group UT | 77,640 | $4.73M | 0.4% | -10.6% | 1.765% | |
10/30/2023 | Sonoma Private Wealth LLC | 10,233 | $623K | 1.1% | +2.0% | 0.233% | |
10/30/2023 | Equita Financial Network Inc. | 7,159 | $436K | 0.3% | N/A | 0.163% | |
10/30/2023 | Money Design Co. Ltd. | 86,105 | $5.24M | 0.3% | -34.4% | 1.957% | |
10/27/2023 | White Pine Investment CO | 96,744 | $5.89M | 2.1% | -0.9% | 2.199% | |
10/27/2023 | Gradient Investments LLC | 31,234 | $1.90M | 0.1% | -1.5% | 0.710% | |
10/24/2023 | Raymond James & Associates | 20,197 | $1.23M | 0.0% | +6.1% | 0.459% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 45,741 | $2.78M | 0.0% | +15.1% | 1.040% | |
10/19/2023 | Ballentine Partners LLC | 202,916 | $12.35M | 0.3% | +0.7% | 4.612% | |
10/16/2023 | Leavell Investment Management Inc. | 116,545 | $7.10M | 0.5% | +4.5% | 2.649% | |
10/12/2023 | Sage Financial Group Inc. | 30,359 | $1.85M | 0.2% | +2.7% | 0.690% | |
8/14/2023 | Silvercrest Asset Management Group LLC | 6,829 | $431K | 0.0% | -32.6% | 0.155% | |
8/11/2023 | Ameritas Investment Partners Inc. | 7,877 | $498K | 0.0% | +2.8% | 0.179% | |
8/10/2023 | Cetera Advisor Networks LLC | 4,660 | $294K | 0.0% | N/A | 0.106% | |
8/10/2023 | Citigroup Inc. | 113,847 | $7.19M | 0.0% | -1.4% | 2.587% | |
8/7/2023 | Vestmark Advisory Solutions Inc. | 8,857 | $559K | 0.0% | N/A | 0.201% | |
8/7/2023 | Lincoln National Corp | 18,935 | $1.20M | 0.0% | -2.3% | 0.430% | |
8/2/2023 | Bank of Montreal Can | 4,674 | $296K | 0.0% | N/A | 0.106% | |
8/2/2023 | Milestone Investment Advisors LLC | 23,412 | $1.48M | 0.5% | +52.1% | 0.532% | |
7/31/2023 | LPL Financial LLC | 7,926 | $501K | 0.0% | -8.3% | 0.180% | |
7/31/2023 | Mutual Advisors LLC | 6,559 | $414K | 0.0% | +3.8% | 0.149% | |
7/31/2023 | Valley National Advisers Inc. | 11,053 | $699K | 0.1% | +10.4% | 0.251% | |
7/28/2023 | Money Design Co. Ltd. | 131,258 | $8.29M | 0.5% | -29.0% | 2.983% | |
7/26/2023 | Ballentine Partners LLC | 201,584 | $12.73M | 0.3% | -22.3% | 4.382% | |
7/26/2023 | Janney Montgomery Scott LLC | 3,800 | $240K | 0.0% | +11.4% | 0.083% | |
7/26/2023 | Albion Financial Group UT | 86,868 | $5.49M | 0.5% | -2.3% | 1.888% | |
7/21/2023 | Creative Planning | 87,938 | $5.56M | 0.0% | -12.1% | 1.912% | |
7/19/2023 | Leavell Investment Management Inc. | 111,495 | $7.04M | 0.5% | +6.3% | 2.424% | |
7/18/2023 | Fiduciary Alliance LLC | 2,383 | $151K | 0.0% | N/A | 0.052% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 39,730 | $2.51M | 0.0% | +4.9% | 0.864% | |
7/11/2023 | Gradient Investments LLC | 31,717 | $2.00M | 0.1% | -6.9% | 0.690% | |
7/10/2023 | Appleton Partners Inc. MA | 6,858 | $433K | 0.0% | -6.2% | 0.149% | |
5/17/2023 | KB Financial Partners LLC | 13,130 | $770K | 0.2% | N/A | 0.279% | |
5/12/2023 | HighTower Advisors LLC | 66,898 | $3.93M | 0.0% | +5.6% | 1.423% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 37,880 | $2.22M | 0.0% | -10.6% | 0.806% | |
5/11/2023 | Citigroup Inc. | 115,521 | $6.78M | 0.0% | +4.1% | 2.458% | |
5/10/2023 | Resources Investment Advisors LLC. | 13,130 | $770K | 0.0% | N/A | 0.279% | |
5/9/2023 | Aptus Capital Advisors LLC | 2,457 | $144K | 0.0% | N/A | 0.052% | |
5/8/2023 | Equitable Trust Co. | 5,482 | $322K | 0.0% | -61.4% | 0.117% | |
5/5/2023 | Truist Financial Corp | 9,567 | $561K | 0.0% | -5.2% | 0.204% | |
5/2/2023 | Lincoln National Corp | 19,380 | $1.14M | 0.0% | +139.7% | 0.412% | |
4/28/2023 | Janney Montgomery Scott LLC | 3,410 | $200K | 0.0% | N/A | 0.073% | |
4/27/2023 | Ballentine Partners LLC | 259,464 | $15.22M | 0.4% | +0.9% | 5.521% | |
4/27/2023 | Money Design Co. Ltd. | 184,858 | $10.85M | 0.6% | N/A | 3.933% | |
4/18/2023 | Sage Financial Group Inc. | 29,501 | $1.73M | 0.2% | +6.3% | 0.628% | |
4/18/2023 | Albion Financial Group UT | 88,950 | $5.22M | 0.5% | +26.6% | 1.893% | |
4/17/2023 | Gradient Investments LLC | 34,072 | $2.00M | 0.1% | -10.5% | 0.725% | |
4/14/2023 | Raymond James & Associates | 18,949 | $1.11M | 0.0% | +4.1% | 0.403% | |
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4/14/2023 | White Pine Investment CO | 97,438 | $5.72M | 2.1% | +5.1% | 2.073% | |
4/13/2023 | Leavell Investment Management Inc. | 104,845 | $6.15M | 0.4% | -4.8% | 2.231% | |
4/11/2023 | Mutual Advisors LLC | 6,319 | $371K | 0.0% | -16.9% | 0.134% | |
4/10/2023 | Appleton Partners Inc. MA | 7,308 | $429K | 0.0% | -5.9% | 0.155% | |
3/15/2023 | Milestone Investment Advisors LLC | 14,419 | $797K | 0.3% | N/A | 0.300% | |
2/21/2023 | Equitable Trust Co. | 14,215 | $786K | 0.1% | -10.2% | 0.302% | |
2/14/2023 | Arkos Global Advisors | 8,219 | $454K | 0.1% | -5.1% | 0.175% | |
2/13/2023 | Sonoma Private Wealth LLC | 7,661 | $423K | 0.9% | N/A | 0.163% | |
2/13/2023 | Atria Wealth Solutions Inc. | 6,879 | $382K | 0.0% | -3.2% | 0.146% | |
2/10/2023 | Creative Planning | 104,278 | $5.76M | 0.0% | -0.7% | 2.219% | |