5/29/2024 | Clean Yield Group | 1,413 | $60K | 0.0% | -20.1% | 0.003% | |
5/17/2024 | Comerica Bank | 7,799 | $334K | 0.0% | -21.5% | 0.019% | |
5/14/2024 | Axxcess Wealth Management LLC | 15,245 | $652K | 0.0% | +2.8% | 0.037% | |
5/14/2024 | EP Wealth Advisors LLC | 6,097 | $261K | 0.0% | -9.4% | 0.015% | |
5/14/2024 | Lake Street Advisors Group LLC | 470,348 | $20.13M | 0.9% | +141.3% | 1.155% | |
5/13/2024 | Ameritas Investment Partners Inc. | 15,916 | $681K | 0.0% | -2.6% | 0.039% | |
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5/10/2024 | TIAA Trust National Association | 5,055 | $216K | 0.0% | N/A | 0.012% | |
5/8/2024 | Bell Investment Advisors Inc | 19,755 | $846K | 0.2% | -3.7% | 0.049% | |
5/8/2024 | Trademark Financial Management LLC | 4,868 | $208K | 0.2% | N/A | 0.012% | |
5/7/2024 | NorthRock Partners LLC | 4,758 | $204K | 0.0% | N/A | 0.012% | |
5/7/2024 | Choate Investment Advisors | 2,749,758 | $117.69M | 3.2% | -0.8% | 6.755% | |
5/7/2024 | Sei Investments Co. | 155,453 | $6.65M | 0.0% | -25.7% | 0.382% | |
5/7/2024 | PFG Advisors | 50,195 | $2.15M | 0.2% | -0.9% | 0.123% | |
5/6/2024 | Sensible Financial Planning & Management LLC. | 392,237 | $16.79M | 3.7% | -7.5% | 0.963% | |
5/4/2024 | Gould Asset Management LLC CA | 184,704 | $7.91M | 1.9% | -2.4% | 0.454% | |
5/2/2024 | Palisade Asset Management LLC | 684 | $29K | 0.0% | N/A | 0.002% | |
5/1/2024 | Mission Wealth Management LP | 5,325 | $228K | 0.0% | N/A | 0.013% | |
5/1/2024 | Private Advisor Group LLC | 9,043 | $387K | 0.0% | +9.1% | 0.022% | |
4/26/2024 | Trevian Wealth Management LLC | 14,215 | $608K | 0.4% | N/A | 0.035% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 123,085 | $5.27M | 0.0% | -0.3% | 0.303% | |
4/24/2024 | 4Thought Financial Group Inc. | 6,135 | $263K | 0.2% | +30.8% | 0.015% | |
4/24/2024 | Boyd Wealth Management LLC | 41,721 | $1.79M | 1.0% | +19.3% | 0.103% | |
4/24/2024 | Marino Stram & Associates LLC | 34,724 | $1.49M | 0.4% | -2.1% | 0.085% | |
4/24/2024 | Simplicity Wealth LLC | 6,236 | $267K | 0.0% | N/A | 0.015% | |
4/24/2024 | Gemmer Asset Management LLC | 318,522 | $13.63M | 1.6% | +26.3% | 0.784% | |
4/23/2024 | Hanson & Doremus Investment Management | 23,440 | $1.00M | 0.2% | +1.8% | 0.058% | |
4/22/2024 | PFG Investments LLC | 24,282 | $1.04M | 0.1% | +62.9% | 0.060% | |
4/22/2024 | Horst & Graben Wealth Management LLC | 7,167 | $307K | 0.1% | -3.9% | 0.018% | |
4/22/2024 | Windmill Hill Asset Management Ltd | 4,861,498 | $208.07M | 74.2% | +94.5% | 11.968% | |
4/17/2024 | Alpha Omega Wealth Management LLC | 4,950 | $212K | 0.0% | N/A | 0.012% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 15,826 | $677K | 0.0% | -3.2% | 0.039% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 6,354 | $272K | 0.0% | -42.6% | 0.016% | |
4/13/2024 | Hoxton Planning & Management LLC | 5,034 | $215K | 0.1% | N/A | 0.013% | |
4/12/2024 | West Coast Financial LLC | 12,773 | $547K | 0.1% | -6.7% | 0.033% | |
4/11/2024 | Ballentine Partners LLC | 4,734 | $203K | 0.0% | N/A | 0.012% | |
4/2/2024 | Stonehearth Capital Management LLC | 81,768 | $3.50M | 1.6% | -0.5% | 0.213% | |
3/22/2024 | PNC Financial Services Group Inc. | 461,117 | $17.90M | 0.0% | +3.8% | 1.199% | |
2/15/2024 | Bell Investment Advisors Inc | 20,510 | $796K | 0.2% | +2.7% | 0.053% | |
2/13/2024 | Lake Street Advisors Group LLC | 194,893 | $7.56M | 0.5% | -44.1% | 0.507% | |
2/13/2024 | Rollins Financial Advisors LLC | 8,055 | $313K | 0.1% | N/A | 0.021% | |
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2/12/2024 | Partners Capital Investment Group LLP | 440,142 | $17.08M | 0.4% | +64.9% | 1.144% | |
2/12/2024 | Focus Financial Network Inc. ADV | 16,352 | $635K | 0.0% | N/A | 0.043% | |
2/12/2024 | Evermay Wealth Management LLC | 2,310 | $90K | 0.0% | +69.9% | 0.006% | |
2/9/2024 | Johnson Financial Group Inc. | 6,464 | $251K | 0.0% | N/A | 0.017% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 123,480 | $4.79M | 0.0% | +2.2% | 0.321% | |
2/9/2024 | Milestone Investment Advisors LLC | 74,866 | $2.91M | 0.8% | +3.0% | 0.195% | |
2/9/2024 | PNC Financial Services Group Inc. | 461,117 | $17.90M | 0.0% | +3.8% | 1.199% | |
2/8/2024 | Brown Advisory Inc. | 5,412 | $210K | 0.0% | N/A | 0.014% | |
2/8/2024 | Kingsview Wealth Management LLC | 29,920 | $1.16M | 0.0% | N/A | 0.078% | |
2/8/2024 | Farrow Financial Inc. | 16,100 | $625K | 0.5% | N/A | 0.042% | |
2/8/2024 | Retirement Income Solutions Inc | 294,277 | $11.42M | 2.8% | -1.5% | 0.765% | |
2/7/2024 | AGF Management Ltd. | 40,135 | $1.56M | 0.0% | +314.4% | 0.104% | |
2/6/2024 | Northern Financial Advisors Inc | 5,701 | $221K | 0.2% | N/A | 0.015% | |
2/6/2024 | Private Advisor Group LLC | 8,292 | $322K | 0.0% | -5.9% | 0.022% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 11,072 | $430K | 0.0% | -4.6% | 0.029% | |
2/6/2024 | National Bank of Canada FI | 6,985 | $270K | 0.0% | +32.7% | 0.018% | |
2/6/2024 | Axxcess Wealth Management LLC | 14,823 | $575K | 0.0% | -43.9% | 0.039% | |
2/6/2024 | JFG Wealth Management LLC | 66,572 | $2.58M | 0.7% | -1.5% | 0.173% | |
2/2/2024 | Spinnaker Trust | 269,387 | $10.46M | 0.7% | +0.3% | 0.700% | |
2/2/2024 | Alesco Advisors LLC | 24,895 | $966K | 0.0% | -8.1% | 0.065% | |
2/2/2024 | Gould Asset Management LLC CA | 189,219 | $7.34M | 1.9% | +11.3% | 0.492% | |
2/2/2024 | Sensible Financial Planning & Management LLC. | 424,007 | $16.46M | 3.9% | -2.2% | 1.102% | |
2/1/2024 | Northwest Capital Management Inc | 709 | $28K | 0.0% | N/A | 0.002% | |
1/31/2024 | Boyd Wealth Management LLC | 34,982 | $1.36M | 0.8% | +20.1% | 0.091% | |
1/31/2024 | Institute for Wealth Management LLC. | 116,446 | $4.52M | 0.7% | -0.6% | 0.303% | |
1/31/2024 | Colton Groome Financial Advisors LLC | 5,507 | $214K | 0.1% | N/A | 0.014% | |
1/31/2024 | Western Wealth Management LLC | 13,288 | $516K | 0.0% | +7.3% | 0.035% | |
1/30/2024 | Marino Stram & Associates LLC | 35,471 | $1.38M | 0.4% | +5.5% | 0.092% | |
1/30/2024 | Flputnam Investment Management Co. | 70,417 | $2.73M | 0.1% | +7.6% | 0.183% | |
1/29/2024 | Simplicity Solutions LLC | 6,221 | $241K | 0.0% | -6.9% | 0.016% | |
1/29/2024 | Schmidt P J Investment Management Inc. | 6,525 | $260K | 0.1% | +8.8% | 0.017% | |
1/26/2024 | Cerity Partners LLC | 156,214 | $6.06M | 0.0% | +34.8% | 0.406% | |
1/26/2024 | Sandy Spring Bank | 5,508 | $214K | 0.0% | N/A | 0.014% | |
1/26/2024 | Windmill Hill Asset Management Ltd | 2,499,796 | $97.02M | 56.5% | -33.8% | 6.500% | |
1/25/2024 | International Assets Investment Management LLC | 16,241 | $630K | 0.0% | N/A | 0.042% | |
1/25/2024 | Bleakley Financial Group LLC | 6,221 | $241K | 0.0% | -6.9% | 0.016% | |
1/24/2024 | International Assets Investment Management LLC | 16,241 | $630K | 0.0% | N/A | 0.042% | |
1/19/2024 | AdvisorNet Financial Inc | 996 | $39K | 0.0% | -41.1% | 0.003% | |
1/19/2024 | PFG Advisors | 50,652 | $1.97M | 0.2% | +4.3% | 0.132% | |
1/18/2024 | Global Retirement Partners LLC | 794 | $31K | 0.0% | N/A | 0.002% | |
1/18/2024 | Constant Guidance Financial LLC | 13,845 | $537K | 0.5% | +26.8% | 0.036% | |
1/18/2024 | McGlone Suttner Wealth Management Inc. | 1,788 | $69K | 0.0% | N/A | 0.005% | |
1/18/2024 | Evanson Asset Management LLC | 5,648 | $219K | 0.0% | N/A | 0.015% | |
1/18/2024 | First National Corp MA ADV | 19,245 | $747K | 0.2% | +33.0% | 0.050% | |
1/18/2024 | First Pacific Financial | 8,425 | $327K | 0.1% | -8.6% | 0.022% | |
1/17/2024 | Gemmer Asset Management LLC | 252,237 | $9.79M | 1.2% | +17.2% | 0.656% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 22,233 | $863K | 0.0% | +2.2% | 0.058% | |
1/11/2024 | Affinity Capital Advisors LLC | 20,969 | $814K | 0.2% | -30.2% | 0.055% | |
1/11/2024 | West Coast Financial LLC | 13,695 | $532K | 0.1% | +15.6% | 0.036% | |
1/9/2024 | WBH Advisory Inc. | 5,454 | $212K | 0.0% | N/A | 0.014% | |
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1/9/2024 | Stonehearth Capital Management LLC | 82,197 | $3.19M | 1.6% | -2.5% | 0.214% | |
12/11/2023 | Headinvest LLC | 2,565 | $89K | 0.0% | N/A | 0.007% | |
11/30/2023 | Modera Wealth Management LLC | 46,689 | $1.62M | 0.0% | +14.3% | 0.121% | |
11/24/2023 | EP Wealth Advisors LLC | 6,721 | $233K | 0.0% | -66.6% | 0.017% | |
11/16/2023 | Moneta Group Investment Advisors LLC | 18,267 | $634K | 0.0% | N/A | 0.047% | |
11/15/2023 | Lake Street Advisors Group LLC | 348,688 | $12.11M | 0.7% | -4.2% | 0.907% | |
11/15/2023 | Evergreen Capital Management LLC | 16,945 | $589K | 0.0% | -5.7% | 0.044% | |
11/15/2023 | Axxcess Wealth Management LLC | 26,440 | $918K | 0.0% | -6.8% | 0.069% | |
11/14/2023 | Operose Advisors LLC | 8,391 | $291K | 0.1% | +48.5% | 0.022% | |
11/13/2023 | Asset Dedication LLC | 780 | $28K | 0.0% | +664.7% | 0.002% | |