5/11/2024 | Hirtle Callaghan & Co LLC | 1,504,247 | $32.67M | 1.4% | +5.7% | 0.640% | |
5/4/2024 | Richardson Financial Services Inc. | 1,623 | $35K | 0.0% | N/A | 0.001% | |
4/24/2024 | Private Trust Co. NA | 32,442 | $705K | 0.1% | +68.1% | 0.014% | |
4/24/2024 | NBT Bank N A NY | 1,234 | $27K | 0.0% | N/A | 0.001% | |
4/23/2024 | Strategic Blueprint LLC | 50,965 | $1.11M | 0.1% | +1.0% | 0.022% | |
4/18/2024 | Hexagon Capital Partners LLC | 4,981 | $108K | 0.0% | +28.5% | 0.002% | |
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4/16/2024 | Tsfg LLC | 192,053 | $4.17M | 1.1% | +2,326.1% | 0.083% | |
4/3/2024 | Arden Trust Co | 83,781 | $1.82M | 0.3% | -24.7% | 0.041% | |
4/2/2024 | ST Germain D J Co. Inc. | 687,462 | $14.93M | 0.7% | -11.5% | 0.335% | |
4/1/2024 | Confluence Investment Management LLC | 2,581,084 | $56.06M | 0.8% | N/A | 1.256% | |
3/8/2024 | ICA Group Wealth Management LLC | 12,144 | $268K | 0.1% | +11.6% | 0.006% | |
2/15/2024 | Bartlett & CO. Wealth Management LLC | 10,341 | $229K | 0.0% | N/A | 0.005% | |
2/13/2024 | Hirtle Callaghan & Co LLC | 1,422,612 | $31.40M | 1.4% | +7.6% | 0.692% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 142,324 | $3.14M | 0.0% | +12.9% | 0.069% | |
2/9/2024 | Tidemark LLC | 146,100 | $3.22M | 2.0% | N/A | 0.071% | |
2/9/2024 | Certified Advisory Corp | 283,440 | $6.26M | 0.9% | -4.2% | 0.138% | |
2/9/2024 | Keystone Financial Group | 100,755 | $2.22M | 0.4% | +4.4% | 0.049% | |
2/8/2024 | Exchange Capital Management Inc. | 62,912 | $1.39M | 0.2% | -1.6% | 0.031% | |
2/5/2024 | Cary Street Partners Asset Management LLC | 182,062 | $4.02M | 0.7% | -1.7% | 0.089% | |
2/5/2024 | Hexagon Capital Partners LLC | 3,876 | $86K | 0.0% | +1,702.8% | 0.002% | |
2/1/2024 | Foster & Motley Inc. | 14,417 | $318K | 0.0% | -21.4% | 0.007% | |
1/29/2024 | Tennessee Valley Asset Management Partners | 2,976 | $66K | 0.0% | N/A | 0.001% | |
1/25/2024 | Strategic Blueprint LLC | 50,473 | $1.11M | 0.1% | +53.6% | 0.025% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 16,325 | $360K | 0.0% | -18.4% | 0.008% | |
1/24/2024 | Private Trust Co. NA | 19,297 | $426K | 0.1% | +30.8% | 0.009% | |
1/24/2024 | Tsfg LLC | 7,916 | $175K | 0.1% | +1,667.0% | 0.004% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 24,764 | $546K | 0.2% | -11.9% | 0.012% | |
1/12/2024 | GPS Wealth Strategies Group LLC | 96,312 | $2.13M | 0.4% | -39.2% | 0.047% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 3,542 | $78K | 0.0% | +548.7% | 0.002% | |
1/8/2024 | Bartlett & Co. LLC | 10,341 | $229K | 0.0% | N/A | 0.005% | |
1/4/2024 | Arden Trust Co | 111,231 | $2.46M | 0.4% | +15.3% | 0.054% | |
11/15/2023 | Integrated Wealth Concepts LLC | 177,414 | $3.69M | 0.1% | -5.1% | 0.086% | |
11/13/2023 | Certified Advisory Corp | 295,961 | $5.67M | 0.6% | +6.7% | 0.144% | |
11/13/2023 | Financial Engines Advisors L.L.C. | 158,268,550 | $3.29B | 8.7% | +5.4% | 77.016% | |
11/9/2023 | Prime Capital Investment Advisors LLC | 20,012 | $416K | 0.0% | -76.8% | 0.010% | |
11/6/2023 | Keystone Financial Group | 96,515 | $2.01M | 0.3% | +707.4% | 0.047% | |
11/2/2023 | Cullen Frost Bankers Inc. | 13,045 | $271K | 0.0% | N/A | 0.006% | |
10/30/2023 | Exchange Capital Management Inc. | 63,947 | $1.33M | 0.3% | -5.7% | 0.031% | |
10/26/2023 | GPS Wealth Strategies Group LLC | 158,424 | $3.30M | 0.6% | +14.7% | 0.077% | |
10/25/2023 | OLD Second National Bank of Aurora | 1,725 | $36K | 0.0% | N/A | 0.001% | |
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10/24/2023 | Foster & Motley Inc. | 18,332 | $381K | 0.0% | -20.5% | 0.009% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 126,072 | $2.62M | 0.0% | -50.8% | 0.061% | |
10/23/2023 | ST Germain D J Co. Inc. | 832,237 | $17.31M | 1.0% | -1.8% | 0.405% | |
10/18/2023 | CX Institutional | 1,250,972 | $25.99M | 1.4% | +14.6% | 0.609% | |
10/18/2023 | Strategic Blueprint LLC | 32,853 | $683K | 0.1% | -6.3% | 0.016% | |
10/18/2023 | Private Trust Co. NA | 14,752 | $307K | 0.0% | -20.1% | 0.007% | |
10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 28,106 | $585K | 0.2% | N/A | 0.014% | |
10/10/2023 | Arden Trust Co | 96,446 | $2.01M | 0.3% | +60.4% | 0.047% | |
10/10/2023 | Confluence Investment Management LLC | 2,320,051 | $48.26M | 0.7% | -1.4% | 1.129% | |
9/7/2023 | ST Germain D J Co. Inc. | 847,269 | $18.56M | 1.0% | N/A | 0.412% | |
8/14/2023 | United Capital Financial Advisers LLC | 869,870 | $19.06M | 0.1% | -2.6% | 0.423% | |
8/14/2023 | Certified Advisory Corp | 277,460 | $6.08M | 1.1% | +14.4% | 0.135% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 150,211,438 | $3.29B | 8.3% | +5.0% | 73.096% | |
8/10/2023 | Hirtle Callaghan & Co LLC | 1,322,114 | $28.97M | 1.4% | +10.8% | 0.643% | |
8/8/2023 | Foster & Motley Inc. | 23,056 | $505K | 0.0% | -22.2% | 0.011% | |
8/7/2023 | Keystone Financial Group | 11,954 | $262K | 0.0% | N/A | 0.006% | |
8/3/2023 | Eldridge Investment Advisors Inc. | 11,425 | $250K | 0.1% | -18.6% | 0.006% | |
7/27/2023 | Next Capital Management LLC | 14,557 | $319K | 0.1% | +44.2% | 0.008% | |
7/24/2023 | Exchange Capital Management Inc. | 67,777 | $1.49M | 0.3% | -3.3% | 0.035% | |
7/20/2023 | Scissortail Wealth Management LLC | 271,188 | $5.96M | 4.9% | N/A | 0.141% | |
7/17/2023 | GPS Wealth Strategies Group LLC | 138,081 | $3.03M | 0.6% | +42.2% | 0.072% | |
7/14/2023 | Arden Trust Co | 60,118 | $1.32M | 0.2% | +150.4% | 0.031% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 256,408 | $5.62M | 0.0% | N/A | 0.133% | |
7/10/2023 | Disciplined Investments LLC | 7,611 | $167K | 0.1% | -42.2% | 0.004% | |
7/3/2023 | Confluence Investment Management LLC | 2,351,936 | $51.53M | 0.8% | -0.5% | 1.223% | |
5/11/2023 | Hirtle Callaghan & Co LLC | 1,192,751 | $26.46M | 1.3% | +1,258.8% | 0.625% | |
5/10/2023 | Disciplined Investments LLC | 13,159 | $292K | 0.1% | -29.4% | 0.007% | |
5/10/2023 | WealthPLAN Partners LLC | 2,740 | $61K | 0.0% | N/A | 0.001% | |
5/9/2023 | Foster & Motley Inc. | 29,629 | $657K | 0.1% | +7.8% | 0.016% | |
5/9/2023 | US Bancorp DE | 2,266 | $50K | 0.0% | -40.1% | 0.001% | |
5/5/2023 | Sandy Spring Bank | 1,744 | $39K | 0.0% | -60.8% | 0.001% | |
5/3/2023 | Exchange Capital Management Inc. | 70,092 | $1.56M | 0.3% | -10.5% | 0.037% | |
5/3/2023 | Integrated Wealth Concepts LLC | 202,420 | $4.49M | 0.1% | +71.4% | 0.106% | |
4/28/2023 | Strategic Blueprint LLC | 44,054 | $977K | 0.1% | +1.1% | 0.023% | |
4/21/2023 | Bogart Wealth LLC | 2,793 | $62K | 0.0% | N/A | 0.001% | |
4/17/2023 | GPS Wealth Strategies Group LLC | 97,094 | $2.15M | 0.4% | +63.4% | 0.051% | |
4/17/2023 | Arden Trust Co | 24,010 | $533K | 0.1% | N/A | 0.013% | |
4/13/2023 | Householder Group Estate & Retirement Specialist LLC | 4,668 | $104K | 0.0% | N/A | 0.003% | |
4/12/2023 | Private Trust Co. NA | 18,218 | $404K | 0.1% | +20.1% | 0.010% | |
4/4/2023 | Confluence Investment Management LLC | 2,364,736 | $52.45M | 0.8% | -5.3% | 1.275% | |
3/6/2023 | OLD Mission Capital LLC | 1,902 | $41K | 0.0% | -95.6% | 0.001% | |
2/16/2023 | Certified Advisory Corp | 135,658 | $2.94M | 0.6% | +48.8% | 0.074% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 51,408 | $1.12M | 0.1% | +25.1% | 0.028% | |
2/10/2023 | CoreCap Advisors LLC | 1,132 | $25K | 0.0% | N/A | 0.001% | |
2/10/2023 | Sandy Spring Bank | 4,444 | $96K | 0.0% | -39.8% | 0.002% | |
2/9/2023 | Foster & Motley Inc. | 27,496 | $597K | 0.1% | +52.2% | 0.015% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 9,718 | $211K | 0.0% | -86.1% | 0.005% | |
2/3/2023 | Eldridge Investment Advisors Inc. | 14,097 | $306K | 0.1% | -54.0% | 0.008% | |
2/3/2023 | CX Institutional | 1,030,196 | $22.36M | 1.4% | +9.1% | 0.560% | |
2/3/2023 | Sugarloaf Wealth Management LLC | 20,039 | $435K | 0.1% | N/A | 0.011% | |
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2/2/2023 | Congress Wealth Management LLC DE | 32,510 | $705K | 0.0% | -16.5% | 0.018% | |
2/1/2023 | Wealth Enhancement Advisory Services LLC | 5,457,844 | $122.04M | 1.6% | -8.0% | 2.968% | |
2/1/2023 | Exchange Capital Management Inc. | 78,302 | $1.70M | 0.4% | -10.6% | 0.043% | |
1/30/2023 | Concourse Financial Group Securities Inc. | 5,824 | $126K | 0.0% | -23.6% | 0.003% | |
1/27/2023 | GPS Wealth Strategies Group LLC | 59,421 | $1.29M | 0.4% | +21.6% | 0.032% | |
1/26/2023 | Strategic Blueprint LLC | 43,594 | $946K | 0.1% | N/A | 0.024% | |
1/18/2023 | Private Trust Co. NA | 15,172 | $329K | 0.0% | -5.0% | 0.008% | |
1/4/2023 | Confluence Investment Management LLC | 2,496,970 | $54.18M | 0.8% | N/A | 1.408% | |
11/15/2022 | Flow Traders U.S. LLC | 47,288 | $1.01M | 0.1% | -63.1% | 0.027% | |
11/14/2022 | United Capital Financial Advisers LLC | 1,302,274 | $27.93M | 0.2% | -13.0% | 0.734% | |