11/1/2024 | Bridges Investment Management Inc. | 130,645 | $9.37M | 0.1% | -8.9% | 0.494% | |
10/31/2024 | Cozad Asset Management Inc. | 2,875 | $206K | 0.0% | N/A | 0.011% | |
10/30/2024 | Hanlon Investment Management Inc. | 39,579 | $2.84M | 0.8% | -6.0% | 0.150% | |
10/29/2024 | Farther Finance Advisors LLC | 1,584 | $114K | 0.0% | +218.7% | 0.006% | |
10/28/2024 | US Bancorp DE | 4,012 | $288K | 0.0% | +9.2% | 0.015% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 127,736 | $9.16M | 0.0% | -1.4% | 0.483% | |
|
10/24/2024 | Horizon Bancorp Inc. IN | 51,916 | $3.72M | 1.7% | +29.5% | 0.196% | |
10/23/2024 | Allworth Financial LP | 41,806 | $3.00M | 0.0% | -2.0% | 0.158% | |
10/23/2024 | West Michigan Advisors LLC | 7,887 | $566K | 0.2% | -2.5% | 0.030% | |
10/22/2024 | Greenleaf Trust | 3,941 | $283K | 0.0% | +19.0% | 0.015% | |
10/21/2024 | Ledyard National Bank | 169,139 | $12.13M | 1.1% | +4.4% | 0.640% | |
10/16/2024 | Transform Wealth LLC | 344,683 | $24.72M | 1.6% | +128.7% | 1.304% | |
10/15/2024 | Magnus Financial Group LLC | 64,344 | $4.61M | 0.5% | +0.9% | 0.243% | |
10/10/2024 | CVA Family Office LLC | 50,035 | $3.59M | 0.6% | -1.8% | 0.189% | |
10/9/2024 | Pacific Sun Financial Corp | 9,150 | $656K | 0.4% | -8.0% | 0.035% | |
10/9/2024 | ORBA Wealth Advisors L.L.C. | 3,000 | $215K | 0.1% | N/A | 0.011% | |
10/8/2024 | Mather Group LLC. | 26,453 | $1.90M | 0.0% | -12.2% | 0.100% | |
8/14/2024 | Bank of Montreal Can | 12,536 | $843K | 0.0% | -11.2% | 0.047% | |
8/13/2024 | Bridges Investment Management Inc. | 143,420 | $9.54M | 0.1% | +5.4% | 0.542% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 73,806 | $4.91M | 0.1% | +0.4% | 0.279% | |
8/8/2024 | Envestnet Asset Management Inc. | 254,799 | $16.95M | 0.0% | +8.9% | 0.964% | |
8/8/2024 | Wealthspire Advisors LLC | 146,984 | $9.78M | 0.1% | -2.2% | 0.556% | |
8/7/2024 | Anson Capital Inc. | 24,876 | $1.65M | 1.6% | +4.4% | 0.094% | |
8/6/2024 | First Foundation Advisors | 30,860 | $2.05M | 0.1% | -5.5% | 0.117% | |
8/6/2024 | Hanlon Investment Management Inc. | 42,126 | $2.80M | 0.8% | +2.3% | 0.159% | |
8/5/2024 | Addison Advisors LLC | 12,289 | $817K | 0.3% | -12.6% | 0.046% | |
8/2/2024 | Magnus Financial Group LLC | 63,764 | $4.24M | 0.5% | -0.7% | 0.241% | |
8/1/2024 | TIAA Trust National Association | 4,201,065 | $279.99M | 0.9% | -2.9% | 15.889% | |
8/1/2024 | Financial Counselors Inc. | 4,271 | $284K | 0.0% | N/A | 0.016% | |
7/31/2024 | Commonwealth Equity Services LLC | 47,241 | $3.14M | 0.0% | +3.4% | 0.179% | |
7/30/2024 | Bryn Mawr Capital Management LLC | 22,853 | $1.52M | 0.1% | -1.4% | 0.086% | |
7/30/2024 | International Assets Investment Management LLC | 972 | $65K | 0.0% | N/A | 0.004% | |
7/27/2024 | Strategic Blueprint LLC | 4,563 | $303K | 0.0% | -4.2% | 0.017% | |
7/26/2024 | Bank of New York Mellon Corp | 116,015 | $7.72M | 0.0% | +67.8% | 0.439% | |
7/25/2024 | Aries Wealth Management | 7,754 | $516K | 0.2% | -20.3% | 0.029% | |
7/24/2024 | Horizon Bancorp Inc. IN | 40,091 | $2.67M | 1.3% | +3.6% | 0.152% | |
7/24/2024 | VeraBank N.A. | 403,063 | $26.81M | 8.3% | -0.8% | 1.524% | |
7/20/2024 | Parsons Capital Management Inc. RI | 11,425 | $760K | 0.1% | +1.9% | 0.043% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 129,489 | $8.61M | 0.0% | +21.3% | 0.490% | |
7/15/2024 | Transform Wealth LLC | 150,733 | $10.03M | 0.8% | -6.8% | 0.570% | |
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7/10/2024 | CVA Family Office LLC | 50,941 | $3.39M | 0.6% | -1.9% | 0.193% | |
7/9/2024 | Trust Co. of Vermont | 30,128 | $2.00M | 0.1% | -0.5% | 0.114% | |
7/9/2024 | Mather Group LLC. | 30,120 | $1.99M | 0.0% | +42.7% | 0.114% | |
5/15/2024 | SVB Wealth LLC | 3,200 | $211K | 0.0% | N/A | 0.012% | |
5/14/2024 | EP Wealth Advisors LLC | 6,000 | $395K | 0.0% | +37.0% | 0.023% | |
5/14/2024 | Delap Wealth Advisory LLC | 3,200 | $211K | 0.1% | -50.0% | 0.012% | |
5/10/2024 | TIAA Trust National Association | 4,326,785 | $285.18M | 0.9% | +0.6% | 16.346% | |
5/9/2024 | Orion Portfolio Solutions LLC | 175,339 | $11.56M | 0.1% | -11.4% | 0.662% | |
5/9/2024 | Ledyard National Bank | 161,886 | $10.67M | 1.0% | -1.4% | 0.612% | |
5/8/2024 | Sheets Smith Wealth Management | 3,600 | $237K | 0.0% | -7.7% | 0.014% | |
5/7/2024 | Anson Capital Inc. | 23,833 | $1.57M | 2.3% | -0.7% | 0.090% | |
5/7/2024 | Wealthspire Advisors LLC | 150,256 | $9.90M | 0.1% | -4.8% | 0.568% | |
5/3/2024 | VeraBank N.A. | 406,409 | $26.79M | 8.3% | -2.2% | 1.535% | |
5/3/2024 | Absolute Capital Management LLC | 3,071 | $202K | 0.1% | -6.2% | 0.012% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 23,186 | $1.53M | 0.1% | -23.6% | 0.088% | |
5/2/2024 | Hunter Associates Investment Management LLC | 3,163 | $210K | 0.0% | N/A | 0.012% | |
5/2/2024 | Hanlon Investment Management Inc. | 41,168 | $2.71M | 0.8% | +2.3% | 0.156% | |
5/1/2024 | Wambolt & Associates LLC | 3,126 | $205K | 0.1% | N/A | 0.012% | |
4/29/2024 | Commonwealth Equity Services LLC | 45,693 | $3.01M | 0.0% | +2.4% | 0.173% | |
4/29/2024 | Greenleaf Trust | 3,313 | $218K | 0.0% | -58.6% | 0.013% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 73,505 | $4.85M | 0.1% | -1.6% | 0.278% | |
4/26/2024 | LifeSteps Financial Inc. | 3,305 | $218K | 0.2% | -24.6% | 0.012% | |
4/23/2024 | Strategic Blueprint LLC | 4,763 | $314K | 0.0% | +20.2% | 0.018% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 38,239 | $2.52M | 0.0% | -1.0% | 0.144% | |
4/19/2024 | Horizon Bancorp Inc. IN | 38,711 | $2.55M | 1.2% | -11.5% | 0.146% | |
4/16/2024 | Transform Wealth LLC | 161,754 | $10.66M | 1.0% | -7.5% | 0.608% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 106,774 | $7.04M | 0.0% | +235.5% | 0.402% | |
4/12/2024 | Charles Schwab Trust Co | 3,250 | $214K | 0.0% | N/A | 0.012% | |
4/10/2024 | CVA Family Office LLC | 51,924 | $3.42M | 0.6% | -1.0% | 0.189% | |
4/9/2024 | Mather Group LLC. | 21,104 | $1.30M | 0.0% | -1.8% | 0.077% | |
3/22/2024 | PNC Financial Services Group Inc. | 5,140 | $316K | 0.0% | +85.6% | 0.019% | |
3/8/2024 | ICA Group Wealth Management LLC | 591 | $36K | 0.0% | N/A | 0.002% | |
2/14/2024 | MGO One Seven LLC | 52,551 | $3.23M | 0.2% | -0.6% | 0.191% | |
2/13/2024 | Northern Trust Corp | 12,752,607 | $784.67M | 0.1% | -1.9% | 46.306% | |
2/13/2024 | Anson Capital Inc. | 23,992 | $1.48M | 2.4% | +104.0% | 0.087% | |
2/13/2024 | Landmark Financial Advisors LLC | 65,138 | $4.01M | 1.4% | +6.8% | 0.237% | |
2/9/2024 | Orion Portfolio Solutions LLC | 197,953 | $12.16M | 0.1% | -2.1% | 0.719% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 30,169 | $1.86M | 0.0% | -16.3% | 0.110% | |
2/9/2024 | Hanlon Investment Management Inc. | 40,252 | $2.48M | 0.8% | -26.4% | 0.146% | |
2/9/2024 | Corient Private Wealth LLC | 15,628 | $962K | 0.0% | -9.2% | 0.057% | |
2/9/2024 | UBS Group AG | 262,940 | $16.18M | 0.0% | -5.8% | 0.955% | |
2/9/2024 | PNC Financial Services Group Inc. | 5,140 | $316K | 0.0% | +85.6% | 0.019% | |
2/8/2024 | Beacon Pointe Advisors LLC | 16,061 | $988K | 0.0% | -1.8% | 0.058% | |
2/8/2024 | Pacific Sun Financial Corp | 9,950 | $612K | 0.4% | -2.5% | 0.036% | |
2/7/2024 | Wealthspire Advisors LLC | 157,773 | $9.71M | 0.1% | -4.1% | 0.573% | |
2/6/2024 | VeraBank N.A. | 415,709 | $25.58M | 8.6% | +3.2% | 1.509% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 74,709 | $4.60M | 0.1% | +6.5% | 0.271% | |
2/5/2024 | Ledyard National Bank | 164,216 | $10.10M | 1.0% | -0.2% | 0.596% | |
2/5/2024 | Mather Group LLC. | 21,485 | $1.32M | 0.0% | -17.0% | 0.078% | |
2/5/2024 | Magnus Financial Group LLC | 65,047 | $4.00M | 0.5% | +0.7% | 0.236% | |
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2/2/2024 | Addison Advisors LLC | 15,870 | $976K | 0.4% | -15.5% | 0.058% | |
2/2/2024 | Absolute Capital Management LLC | 3,273 | $201K | 0.2% | N/A | 0.012% | |
1/31/2024 | Greenleaf Trust | 7,999 | $492K | 0.0% | +9.8% | 0.029% | |
1/31/2024 | Gray Wealth Management Inc. | 23,045 | $1.42M | 0.7% | +10.2% | 0.084% | |
1/30/2024 | Main Street Research LLC | 4,171 | $257K | 0.0% | N/A | 0.015% | |
1/30/2024 | Investors Research Corp | 3,832 | $236K | 0.1% | -7.7% | 0.014% | |
1/29/2024 | Crestwood Advisors Group LLC | 3,480 | $214K | 0.0% | N/A | 0.013% | |
1/29/2024 | Perigon Wealth Management LLC | 3,275 | $202K | 0.0% | N/A | 0.012% | |
1/26/2024 | Geneos Wealth Management Inc. | 12,219 | $752K | 0.0% | -2.6% | 0.044% | |
1/25/2024 | International Assets Investment Management LLC | 59,807 | $3.68M | 0.0% | N/A | 0.217% | |