2/26/2025 | Yoffe Investment Management LLC | 12,330 | $451K | 0.6% | N/A | 0.104% | |
2/17/2025 | EP Wealth Advisors LLC | 3,057 | $112K | 0.0% | -19.0% | 0.026% | |
2/17/2025 | Cetera Investment Advisers | 23,494 | $860K | 0.0% | -8.5% | 0.199% | |
2/17/2025 | Bank of America Corp DE | 3,635,235 | $133.05M | 0.0% | -7.1% | 30.807% | |
2/14/2025 | Integrated Wealth Concepts LLC | 37,078 | $1.36M | 0.0% | +1.8% | 0.314% | |
2/14/2025 | Susquehanna International Group LLP | 78,756 | $2.88M | 0.0% | +88.0% | 0.667% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 1,765 | $66K | 0.0% | -15.1% | 0.015% | |
2/13/2025 | Bank of Montreal Can | 48,973 | $1.79M | 0.0% | +35.8% | 0.415% | |
2/13/2025 | Envestnet Asset Management Inc. | 14,843 | $543K | 0.0% | -7.1% | 0.126% | |
2/12/2025 | Yoffe Investment Management LLC | 22,011 | $806K | 0.8% | N/A | 0.187% | |
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2/12/2025 | Nottingham Advisors Inc. | 338,039 | $12.37M | 1.6% | -6.6% | 2.865% | |
2/12/2025 | National Bank of Canada FI | 54,640 | $2M | 0.0% | +1,431.0% | 0.463% | |
2/12/2025 | Franklin Resources Inc. | 12,270 | $449K | 0.0% | -9.5% | 0.104% | |
2/12/2025 | JPMorgan Chase & Co. | 2,313,449 | $84.67M | 0.0% | -6.8% | 19.606% | |
2/11/2025 | LPL Financial LLC | 13,913 | $509K | 0.0% | -2.4% | 0.118% | |
2/7/2025 | HighTower Advisors LLC | 5,573 | $204K | 0.0% | N/A | 0.047% | |
2/7/2025 | Wealthfront Advisers LLC | 9,192 | $336K | 0.0% | N/A | 0.078% | |
2/5/2025 | Brueske Advisory Services LLC | 17,918 | $656K | 0.6% | N/A | 0.152% | |
1/30/2025 | Csenge Advisory Group | 20,430 | $748K | 0.0% | N/A | 0.173% | |
1/28/2025 | Wilmington Savings Fund Society FSB | 3,240 | $119K | 0.0% | -8.2% | 0.027% | |
1/17/2025 | Proquility Private Wealth Partners LLC | 109,306 | $4.00M | 1.3% | -0.3% | 0.926% | |
1/13/2025 | Courier Capital LLC | 20,865 | $764K | 0.1% | N/A | 0.177% | |
12/26/2024 | JPMorgan Chase & Co. | 2,483,469 | $93.49M | 0.0% | -8.8% | 21.046% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 3,529 | $133K | 0.0% | N/A | 0.030% | |
11/15/2024 | National Bank of Canada FI | 3,569 | $134K | 0.0% | -93.7% | 0.030% | |
11/15/2024 | EP Wealth Advisors LLC | 3,776 | $142K | 0.0% | N/A | 0.032% | |
11/15/2024 | Jane Street Group LLC | 6,027 | $227K | 0.0% | N/A | 0.051% | |
11/15/2024 | Integrated Wealth Concepts LLC | 36,433 | $1.37M | 0.0% | +43.8% | 0.309% | |
11/15/2024 | Community Bank N.A. | 77,009 | $2.90M | 0.4% | +54.3% | 0.653% | |
11/13/2024 | FMR LLC | 1,363 | $51K | 0.0% | -17.5% | 0.012% | |
11/4/2024 | Venturi Wealth Management LLC | 1,066 | $40K | 0.0% | N/A | 0.009% | |
10/16/2024 | Nottingham Advisors Inc. | 361,772 | $13.62M | 1.5% | +6.2% | 3.066% | |
10/16/2024 | Proquility Private Wealth Partners LLC | 109,646 | $4.13M | 1.3% | +15.9% | 0.929% | |
10/11/2024 | CX Institutional | 6,515 | $245K | 0.0% | -98.6% | 0.055% | |
8/3/2024 | National Bank of Canada FI | 56,552 | $1.94M | 0.0% | +76.0% | 0.479% | |
8/3/2024 | Nottingham Advisors Inc. | 340,656 | $11.41M | 1.4% | -1.2% | 2.887% | |
7/13/2024 | Retirement Planning Group LLC | 9,554 | $320K | 0.0% | -14.0% | 0.081% | |
7/11/2024 | CX Institutional | 457,555 | $15.32M | 0.7% | -4.5% | 3.878% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 2,227 | $77K | 0.0% | -53.7% | 0.019% | |
4/23/2024 | Sage Mountain Advisors LLC | 2,735 | $95K | 0.0% | -29.1% | 0.023% | |
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4/17/2024 | Municipal Employees Retirement System of Michigan | 2,991,017 | $103.76M | 1.3% | +13.8% | 29.181% | |
2/12/2024 | Scotia Capital Inc. | 7,709 | $256K | 0.0% | N/A | 0.075% | |
2/12/2024 | Proquility Private Wealth Partners LLC | 88,938 | $2.96M | 1.1% | N/A | 0.868% | |
2/2/2024 | Community Bank N.A. | 49,980 | $1.66M | 0.2% | +319.5% | 0.488% | |
1/29/2024 | Nottingham Advisors Inc. | 360,594 | $11.99M | 1.5% | -20.4% | 3.518% | |
1/12/2024 | CX Institutional | 420,157 | $13.97M | 0.7% | N/A | 4.099% | |
11/14/2023 | Itau Unibanco Holding S.A. | 103,987 | $3.13M | 0.1% | N/A | 1.015% | |
11/6/2023 | Nottingham Advisors Inc. | 452,826 | $13.64M | 1.9% | -2.6% | 4.418% | |
10/25/2023 | Concourse Financial Group Securities Inc. | 5,104 | $154K | 0.0% | -57.3% | 0.050% | |
10/25/2023 | Sage Mountain Advisors LLC | 3,859 | $116K | 0.0% | N/A | 0.038% | |
10/13/2023 | Global Retirement Partners LLC | 5,059 | $147K | 0.0% | -8.1% | 0.049% | |
10/10/2023 | National Bank of Canada FI | 32,163 | $1.02M | 0.0% | +132.4% | 0.314% | |
8/11/2023 | JPMorgan Chase & Co. | 877,309 | $27.71M | 0.0% | N/A | 8.559% | |
8/10/2023 | Cetera Advisor Networks LLC | 23,720 | $749K | 0.0% | -1.8% | 0.231% | |
8/9/2023 | Flow Traders U.S. LLC | 29,148 | $921K | 0.0% | +37.4% | 0.294% | |
8/8/2023 | Nottingham Advisors Inc. | 464,850 | $14.69M | 1.9% | -2.9% | 4.695% | |
8/1/2023 | Community Bank N.A. | 12,245 | $387K | 0.1% | -5.8% | 0.124% | |
7/31/2023 | LPL Financial LLC | 13,082 | $413K | 0.0% | +5.4% | 0.132% | |
7/26/2023 | National Bank of Canada FI | 13,837 | $439K | 0.0% | +39.4% | 0.140% | |
7/5/2023 | Marotta Asset Management | 7,552 | $239K | 0.1% | N/A | 0.083% | |
5/12/2023 | Main Management ETF Advisors LLC | 136,595 | $4.20M | 0.4% | +49.3% | 1.501% | |
5/4/2023 | Municipal Employees Retirement System of Michigan | 2,627,161 | $80.84M | 1.2% | -11.3% | 28.870% | |
4/27/2023 | Benjamin Edwards Inc. | 2,911 | $90K | 0.0% | N/A | 0.032% | |
4/27/2023 | Benjamin F. Edwards & Company Inc. | 96,450 | $2.97M | 0.1% | N/A | 1.060% | |
4/25/2023 | Parallel Advisors LLC | 1,044 | $32K | 0.0% | N/A | 0.011% | |
4/12/2023 | National Bank of Canada FI | 9,924 | $309K | 0.0% | N/A | 0.109% | |
4/4/2023 | Confluence Investment Management LLC | 41,109 | $1.27M | 0.0% | N/A | 0.442% | |
2/15/2023 | Main Management ETF Advisors LLC | 91,475 | $2.72M | 0.3% | N/A | 1.122% | |
2/10/2023 | Bank of America Corp DE | 2,991,544 | $88.94M | 0.0% | -2.1% | 36.706% | |
2/10/2023 | Franklin Resources Inc. | 13,589 | $404K | 0.0% | -99.3% | 0.167% | |
2/10/2023 | Municipal Employees Retirement System of Michigan | 2,962,196 | $88.07M | 1.4% | +11.9% | 36.346% | |
2/10/2023 | Nottingham Advisors Inc. | 485,175 | $14.42M | 2.0% | N/A | 5.953% | |
2/7/2023 | Envestnet Asset Management Inc. | 40,706 | $1.21M | 0.0% | +41.7% | 0.499% | |
1/31/2023 | Community Bank N.A. | 13,140 | $391K | 0.1% | N/A | 0.161% | |
1/30/2023 | Concourse Financial Group Securities Inc. | 13,898 | $413K | 0.0% | N/A | 0.171% | |
1/3/2023 | Marotta Asset Management | 174,762 | $5.20M | 1.2% | +0.4% | 2.044% | |
11/14/2022 | Royal Bank of Canada | 236,476 | $6.65M | 0.0% | +16.0% | 2.766% | |
11/14/2022 | OLD Mission Capital LLC | 28,430 | $799K | 0.0% | +178.6% | 0.333% | |
11/9/2022 | Bessemer Group Inc. | 990 | $28K | 0.0% | N/A | 0.012% | |
11/8/2022 | Signaturefd LLC | 7,382 | $207K | 0.0% | N/A | 0.086% | |
11/3/2022 | Global Retirement Partners LLC | 6,426 | $194K | 0.0% | -13.2% | 0.075% | |
10/14/2022 | Retirement Planning Group | 11,345 | $319K | 0.0% | N/A | 0.120% | |
10/11/2022 | Marotta Asset Management | 174,096 | $4.89M | 1.3% | +12.7% | 1.892% | |
8/12/2022 | Franklin Resources Inc. | 2,912,791 | $88.99M | 0.0% | +6,403.1% | 28.840% | |
8/11/2022 | Cetera Advisor Networks LLC | 13,257 | $405K | 0.0% | +38.6% | 0.131% | |
8/5/2022 | OLD Mission Capital LLC | 10,205 | $312K | 0.0% | +72.1% | 0.101% | |
8/3/2022 | Envestnet Asset Management Inc. | 32,023 | $978K | 0.0% | -6.5% | 0.317% | |
7/29/2022 | Municipal Employees Retirement System of Michigan | 2,646,280 | $80.84M | 1.5% | N/A | 26.201% | |
7/21/2022 | Marotta Asset Management | 154,434 | $4.76M | 1.2% | +18.1% | 2.175% | |
7/15/2022 | Global Retirement Partners LLC | 7,401 | $226K | 0.0% | -11.1% | 0.104% | |
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It will give them unprecedented powers to control your bank account. Learn these 4 simple steps and protect your savings before it’s too late. |
7/15/2022 | Karp Capital Management Corp | 118,865 | $3.63M | 0.6% | N/A | 1.674% | |
5/4/2022 | Advisor Group Holdings Inc. | 31,246 | $1.14M | 0.0% | +20.5% | 2.404% | |
5/4/2022 | Envestnet Asset Management Inc. | 34,255 | $1.25M | 0.0% | -10.6% | 2.635% | |
4/8/2022 | Marotta Asset Management | 130,810 | $4.75M | 1.1% | +1.8% | 10.901% | |
2/8/2022 | Bank of America Corp DE | 62,009 | $2.14M | 0.0% | -11.8% | 6.527% | |
2/4/2022 | Envestnet Asset Management Inc. | 38,311 | $1.32M | 0.0% | -7.6% | 4.033% | |
2/4/2022 | Kovitz Investment Group Partners LLC | 44,812 | $1.23M | 0.0% | +58.0% | 4.717% | |
2/3/2022 | Advisor Group Holdings Inc. | 25,923 | $894K | 0.0% | +4,278.9% | 2.729% | |
1/13/2022 | Marotta Asset Management | 128,499 | $4.43M | 1.0% | +5.8% | 13.526% | |
11/15/2021 | Franklin Resources Inc. | 89,791 | $2.92M | 0.0% | -48.0% | 9.977% | |