5/17/2024 | Comerica Bank | 45,897 | $1.33M | 0.0% | -21.9% | 0.031% | |
5/16/2024 | Waverly Advisors LLC | 190,426 | $5.51M | 0.1% | N/A | 0.127% | |
5/15/2024 | 1832 Asset Management L.P. | 11,839 | $342K | 0.0% | +3.7% | 0.008% | |
5/14/2024 | JT Stratford LLC | 63,796 | $1.85M | 0.4% | -38.0% | 0.043% | |
5/14/2024 | CreativeOne Wealth LLC | 445,947 | $12.90M | 0.5% | +1.3% | 0.298% | |
5/14/2024 | Sentinel Pension Advisors Inc. | 83,864 | $2.43M | 0.5% | -3.8% | 0.056% | |
|
5/14/2024 | Vaughan David Investments LLC IL | 27,879 | $806K | 0.0% | N/A | 0.019% | |
5/10/2024 | Osaic Holdings Inc. | 1,457,008 | $42.14M | 0.1% | +0.2% | 0.974% | |
5/10/2024 | GM Advisory Group LLC | 2,518,426 | $72.83M | 5.1% | -1.4% | 1.683% | |
5/9/2024 | RFP Financial Group LLC | 420,056 | $12.15M | 4.7% | -0.6% | 0.281% | |
5/9/2024 | Clearwater Capital Advisors LLC | 9,997 | $289K | 0.0% | +8.9% | 0.007% | |
5/9/2024 | TBH Global Asset Management LLC | 16,921 | $489K | 0.1% | N/A | 0.011% | |
5/9/2024 | Portland Global Advisors LLC | 850,218 | $24.59M | 3.4% | +32.9% | 0.568% | |
5/8/2024 | Private Wealth Advisors LLC | 313,049 | $9.05M | 3.7% | -4.5% | 0.209% | |
5/8/2024 | Avantax Advisory Services Inc. | 149,619 | $4.33M | 0.0% | -9.5% | 0.100% | |
5/8/2024 | US Bancorp DE | 21,230 | $614K | 0.0% | +384.3% | 0.014% | |
5/8/2024 | AMJ Financial Wealth Management | 9,281 | $268K | 0.1% | -22.2% | 0.006% | |
5/7/2024 | Significant Wealth Partners LLC | 12,603 | $364K | 0.2% | N/A | 0.008% | |
5/7/2024 | Nelson Capital Management LLC | 675,230 | $19.53M | 3.7% | +13.5% | 0.451% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 45,329 | $1.31M | 0.0% | +5.0% | 0.030% | |
5/6/2024 | Destiny Capital Corp CO | 73,803 | $2.13M | 1.5% | -28.4% | 0.049% | |
5/4/2024 | Geneos Wealth Management Inc. | 14,495 | $419K | 0.0% | -67.6% | 0.010% | |
5/4/2024 | Csenge Advisory Group | 8,336 | $241K | 0.0% | -47.3% | 0.006% | |
5/3/2024 | Larson Financial Group LLC | 16,224 | $469K | 0.0% | -10.6% | 0.011% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 10,549 | $305K | 0.0% | +5.7% | 0.007% | |
5/3/2024 | Rinkey Investments | 326,584 | $9.45M | 3.4% | +7.9% | 0.218% | |
5/3/2024 | Patron Partners LLC | 9,793 | $283K | 0.2% | -8.1% | 0.007% | |
5/3/2024 | Whittier Trust Co. | 35,396 | $1.02M | 0.0% | +256.4% | 0.024% | |
5/2/2024 | USAdvisors Wealth Management LLC | 16,709 | $484K | 0.2% | +6.9% | 0.011% | |
5/2/2024 | Quent Capital LLC | 426,377 | $12.33M | 1.4% | +12.7% | 0.285% | |
5/2/2024 | Horan Securities Inc. | 32,454 | $939K | 0.4% | -3.2% | 0.022% | |
5/2/2024 | Better Money Decisions LLC | 383,263 | $11.08M | 8.8% | -4.4% | 0.256% | |
5/1/2024 | GLOBALT Investments LLC GA | 4,698,599 | $135.88M | 5.4% | +47.8% | 3.141% | |
5/1/2024 | Janney Montgomery Scott LLC | 11,577 | $335K | 0.0% | -97.1% | 0.008% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 252,000 | $7.29M | 0.0% | -4.3% | 0.168% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 99,991 | $2.89M | 0.2% | -0.9% | 0.067% | |
4/30/2024 | Private Advisor Group LLC | 1,908,348 | $55.19M | 0.4% | -38.2% | 1.276% | |
4/29/2024 | Commonwealth Equity Services LLC | 115,413 | $3.34M | 0.0% | -21.2% | 0.077% | |
4/27/2024 | Treasure Coast Financial Planning | 352,193 | $10.19M | 6.7% | +4.9% | 0.183% | |
4/27/2024 | Fonville Wealth Management LLC | 60,686 | $1.76M | 0.8% | +24.8% | 0.032% | |
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4/26/2024 | Clear Creek Financial Management LLC | 34,892 | $1.01M | 0.1% | +6.1% | 0.018% | |
4/25/2024 | Private Wealth Group LLC | 260,353 | $7.53M | 3.9% | +2.2% | 0.135% | |
4/25/2024 | One Day In July LLC | 329,672 | $9.53M | 1.3% | +172.4% | 0.171% | |
4/25/2024 | L.M. Kohn & Company | 49,413 | $1.43M | 0.4% | -0.7% | 0.026% | |
4/25/2024 | Tilson Financial Group Inc. | 270,291 | $7.82M | 4.2% | -45.2% | 0.140% | |
4/25/2024 | Peterson Financial Group Inc. | 9,867 | $285K | 0.2% | -19.7% | 0.005% | |
4/25/2024 | MFA Wealth Advisors LLC | 104,649 | $3.03M | 0.8% | +4.5% | 0.054% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 213,895 | $6.19M | 0.0% | -16.0% | 0.111% | |
4/24/2024 | Private Trust Co. NA | 25,923 | $750K | 0.1% | -5.0% | 0.013% | |
4/24/2024 | Zhang Financial LLC | 113,832 | $3.29M | 0.2% | +0.9% | 0.059% | |
4/24/2024 | Dakota Wealth Management | 282,840 | $8.18M | 0.2% | -38.2% | 0.147% | |
4/24/2024 | Smith Anglin Financial LLC | 1,186,423 | $34.31M | 3.5% | +23.9% | 0.616% | |
4/24/2024 | Simplicity Wealth LLC | 44,109 | $1.28M | 0.0% | -16.1% | 0.023% | |
4/24/2024 | Wells Trecaso Financial Group LLC | 16,996 | $492K | 0.2% | N/A | 0.009% | |
4/23/2024 | Global Retirement Partners LLC | 29,583 | $856K | 0.0% | +13.9% | 0.015% | |
4/23/2024 | Venturi Wealth Management LLC | 1,637 | $47K | 0.0% | -53.1% | 0.001% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 329,712 | $9.54M | 0.0% | -25.6% | 0.171% | |
4/22/2024 | Strategic Financial Concepts LLC | 94,011 | $2.72M | 0.7% | +59.7% | 0.049% | |
4/22/2024 | Centennial Wealth Advisory LLC | 107,117 | $3.10M | 1.4% | +24.9% | 0.056% | |
4/22/2024 | Altfest L J & Co. Inc. | 623,528 | $18.03M | 2.6% | +1.2% | 0.324% | |
4/22/2024 | Raymond James & Associates | 176,210 | $5.10M | 0.0% | -78.2% | 0.092% | |
4/20/2024 | BetterWealth LLC | 21,290 | $616K | 0.2% | -17.4% | 0.011% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 15,958 | $462K | 0.0% | -7.5% | 0.008% | |
4/19/2024 | Marshall Financial Group LLC | 18,098 | $523K | 0.2% | -4.5% | 0.009% | |
4/19/2024 | Tempus Wealth Planning LLC | 104,909 | $3.03M | 1.3% | -38.5% | 0.054% | |
4/19/2024 | True Link Financial Advisors LLC | 29,600 | $856K | 0.1% | -18.9% | 0.015% | |
4/19/2024 | Altiora Financial Group LLC | 231,379 | $6.69M | 1.8% | +12.2% | 0.120% | |
4/18/2024 | Woodmont Investment Counsel LLC | 47,581 | $1.38M | 0.1% | +21.4% | 0.025% | |
4/18/2024 | Main Line Retirement Advisors LLC | 213,348 | $6.17M | 4.8% | +8.3% | 0.111% | |
4/18/2024 | O Brien Wealth Partners LLC | 341,462 | $9.88M | 2.3% | +3.1% | 0.177% | |
4/18/2024 | Successful Portfolios LLC | 17,216 | $498K | 0.3% | -2.1% | 0.009% | |
4/18/2024 | Roberts Wealth Advisors LLC | 83,114 | $2.39M | 0.9% | +2.5% | 0.043% | |
4/18/2024 | WJ Wealth Management LLC | 36,316 | $1.05M | 0.4% | -16.9% | 0.019% | |
4/17/2024 | Trilogy Capital Inc. | 168,294 | $4.87M | 0.3% | -27.2% | 0.087% | |
4/17/2024 | Municipal Employees Retirement System of Michigan | 21,697,170 | $627.48M | 8.1% | +64.8% | 11.271% | |
4/17/2024 | Meridian Financial Partners LLC | 202,095 | $5.80M | 7.4% | -17.8% | 0.105% | |
4/16/2024 | Moisand Fitzgerald Tamayo LLC | 20,752 | $600K | 0.1% | -48.0% | 0.011% | |
4/16/2024 | Astoria Portfolio Advisors LLC. | 52,456 | $1.51M | 0.6% | -28.6% | 0.027% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 1,158,781 | $33.51M | 0.1% | -9.5% | 0.602% | |
4/16/2024 | Advocacy Wealth Management Services LLC | 8,919 | $258K | 0.0% | -42.4% | 0.005% | |
4/15/2024 | Signet Financial Management LLC | 357,401 | $10.34M | 1.4% | +10.8% | 0.186% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 64,279 | $1.86M | 0.1% | +50.8% | 0.033% | |
4/15/2024 | SMI Advisory Services LLC | 36,208 | $1.04M | 0.3% | +9.6% | 0.019% | |
4/15/2024 | DGS Capital Management LLC | 224,674 | $6.50M | 1.8% | +3.8% | 0.117% | |
4/15/2024 | Visionary Horizons LLC | 49,736 | $1.43M | 1.1% | +7.2% | 0.026% | |
4/15/2024 | Brookstone Capital Management | 587,325 | $16.99M | 0.3% | -6.4% | 0.305% | |
4/12/2024 | Mechanics Bank Trust Department | 177,805 | $5.14M | 0.8% | -4.2% | 0.095% | |
4/12/2024 | Crane Advisory LLC | 1,699,181 | $49.00M | 9.9% | +9.2% | 0.912% | |
4/12/2024 | Allen Mooney & Barnes Investment Advisors LLC | 8,344 | $240K | 0.0% | N/A | 0.004% | |
4/11/2024 | Integrated Capital Management Inc. | 235,261 | $6.80M | 5.6% | +28.0% | 0.126% | |
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4/11/2024 | First Affirmative Financial Network | 203,407 | $5.88M | 4.3% | -0.8% | 0.109% | |
4/11/2024 | RFG Advisory LLC | 93,460 | $2.70M | 0.1% | +7.7% | 0.050% | |
4/11/2024 | Boston Standard Wealth Management LLC | 719,616 | $20.81M | 4.7% | +11.1% | 0.386% | |
4/10/2024 | Park Avenue Securities LLC | 996,525 | $28.82M | 0.4% | +4.6% | 0.535% | |
4/9/2024 | Lowe Wealth Advisors LLC | 259,473 | $7.50M | 3.5% | +12.5% | 0.139% | |
4/8/2024 | Evensky & Katz LLC | 24,612 | $699K | 0.0% | -77.8% | 0.013% | |
4/5/2024 | NBC Securities Inc. | 30,653 | $886K | 0.1% | +28.2% | 0.016% | |
4/4/2024 | S. R. Schill & Associates | 277,908 | $8.04M | 3.5% | +2.6% | 0.149% | |
4/2/2024 | Heartwood Wealth Advisors LLC | 777,557 | $22.49M | 2.8% | +8.1% | 0.417% | |
4/2/2024 | ST Germain D J Co. Inc. | 227,883 | $6.59M | 0.3% | +213.6% | 0.122% | |