1/16/2025 | Ballentine Partners LLC | 34,508 | $795K | 0.0% | -22.6% | 0.298% | |
1/16/2025 | Colorado Capital Management Inc. | 10,849 | $250K | 0.1% | -45.8% | 0.094% | |
1/14/2025 | Pinnacle Bancorp Inc. | 1,400 | $32K | 0.0% | -47.6% | 0.012% | |
12/26/2024 | JPMorgan Chase & Co. | 2,315 | $64K | 0.0% | +117.2% | 0.020% | |
11/20/2024 | Virtu Financial LLC | 9,114 | $251K | 0.0% | -68.9% | 0.079% | |
11/15/2024 | M&T Bank Corp | 140,961 | $3.89M | 0.0% | -16.3% | 1.216% | |
11/15/2024 | Jane Street Group LLC | 59,556 | $1.64M | 0.0% | N/A | 0.514% | |
11/14/2024 | Rockefeller Capital Management L.P. | 42,095 | $1.16M | 0.0% | -16.3% | 0.363% | |
11/14/2024 | RPg Family Wealth Advisory LLC | 87,654 | $2.42M | 0.7% | +5.1% | 0.756% | |
11/6/2024 | Florin Court Capital LLP | 79,922 | $2.20M | 1.8% | N/A | 0.690% | |
|
11/4/2024 | Baker Avenue Asset Management LP | 101,055 | $2.79M | 0.1% | +5.7% | 0.872% | |
11/1/2024 | Assetmark Inc. | 104,315 | $2.88M | 0.0% | -2.0% | 0.900% | |
10/29/2024 | Farther Finance Advisors LLC | 16,752 | $462K | 0.0% | -26.5% | 0.145% | |
10/25/2024 | Aletheian Wealth Advisors LLC | 29,975 | $826K | 0.5% | -10.5% | 0.259% | |
10/24/2024 | Old Port Advisors | 8,163 | $225K | 0.1% | N/A | 0.070% | |
10/23/2024 | Osborne Partners Capital Management LLC | 1,225,509 | $33.79M | 1.9% | +2.3% | 10.574% | |
10/22/2024 | Eastern Bank | 5,000 | $138K | 0.0% | N/A | 0.043% | |
10/17/2024 | Aspiriant LLC | 8,526 | $235K | 0.0% | -20.8% | 0.074% | |
10/15/2024 | Bbjs Financial Advisors LLC | 5,034 | $139K | 0.0% | -10.6% | 0.043% | |
10/11/2024 | Creative Planning | 7,333 | $202K | 0.0% | N/A | 0.063% | |
10/9/2024 | Colorado Capital Management Inc. | 20,001 | $551K | 0.3% | -8.7% | 0.173% | |
10/9/2024 | Money Design Co. Ltd. | 151,881 | $4.19M | 0.2% | -2.8% | 1.310% | |
10/7/2024 | Schoolcraft Capital LLC | 122,355 | $3.37M | 0.7% | +5.5% | 1.056% | |
10/3/2024 | SG Americas Securities LLC | 149,967 | $4.14M | 0.0% | -16.8% | 1.294% | |
9/5/2024 | Sanctuary Advisors LLC | 12,204 | $304K | 0.0% | N/A | 0.105% | |
8/21/2024 | Truist Financial Corp | 13,655 | $328K | 0.0% | -6.8% | 0.118% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 15,939 | $383K | 0.0% | -6.3% | 0.138% | |
8/12/2024 | RPg Family Wealth Advisory LLC | 83,429 | $2.00M | 0.7% | +6.3% | 0.720% | |
8/8/2024 | Idaho Trust Bank | 76,768 | $1.84M | 0.9% | N/A | 0.662% | |
8/6/2024 | Ballentine Partners LLC | 44,739 | $1.07M | 0.0% | +6.2% | 0.386% | |
8/6/2024 | Savant Capital LLC | 35,812 | $859K | 0.0% | -2.6% | 0.309% | |
8/1/2024 | Valmark Advisers Inc. | 20,163 | $484K | 0.0% | -3.9% | 0.174% | |
7/31/2024 | Spire Wealth Management | 36,824 | $884K | 0.0% | +13.3% | 0.318% | |
7/26/2024 | Aletheian Wealth Advisors LLC | 33,477 | $803K | 0.4% | -1.5% | 0.289% | |
7/26/2024 | Schoolcraft Capital LLC | 115,931 | $2.78M | 0.6% | +9.1% | 1.000% | |
7/25/2024 | Upper Left Wealth Management LLC | 45,274 | $1.09M | 1.0% | +5.4% | 0.391% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 22,316 | $536K | 0.0% | -4.7% | 0.193% | |
7/16/2024 | Bbjs Financial Advisors LLC | 5,629 | $135K | 0.1% | -85.4% | 0.049% | |
7/12/2024 | SG Americas Securities LLC | 180,169 | $4.32M | 0.0% | -0.5% | 1.555% | |
5/20/2024 | Virtu Financial LLC | 8,603 | $224K | 0.0% | -30.1% | 0.074% | |
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5/17/2024 | Comerica Bank | 13,271 | $346K | 0.0% | -4.1% | 0.114% | |
5/16/2024 | Jane Street Group LLC | 335,390 | $8.75M | 0.0% | +22.9% | 2.869% | |
5/15/2024 | Fairview Capital Investment Management LLC | 22,595 | $590K | 0.0% | -5.7% | 0.193% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 10,870 | $284K | 0.0% | -20.4% | 0.093% | |
5/7/2024 | SG Americas Securities LLC | 181,037 | $4.72M | 0.0% | -15.1% | 1.549% | |
5/1/2024 | Mission Wealth Management LP | 23,851 | $622K | 0.0% | -22.6% | 0.204% | |
4/30/2024 | Private Advisor Group LLC | 35,087 | $915K | 0.0% | -17.0% | 0.300% | |
4/25/2024 | Osborne Partners Capital Management LLC | 1,145,536 | $29.89M | 1.8% | +7.2% | 9.799% | |
4/24/2024 | Spire Wealth Management | 32,495 | $848K | 0.0% | +71.1% | 0.278% | |
4/19/2024 | AWM Capital LLC | 241,347 | $6.30M | 1.1% | +8.8% | 2.065% | |
4/16/2024 | Colorado Capital Management Inc. | 23,134 | $603K | 0.3% | -5.4% | 0.198% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 23,423 | $611K | 0.0% | -8.6% | 0.200% | |
4/15/2024 | Aspiriant LLC | 10,763 | $281K | 0.0% | -28.4% | 0.092% | |
4/11/2024 | Maryland Capital Advisors Inc. | 28,378 | $740K | 0.5% | -3.7% | 0.216% | |
3/4/2024 | Richardson Financial Services Inc. | 3,662 | $100K | 0.1% | N/A | 0.028% | |
2/28/2024 | Bbjs Financial Advisors LLC | 66,285 | $1.81M | 0.6% | +0.9% | 0.504% | |
2/26/2024 | Virtu Financial LLC | 12,303 | $336K | 0.0% | N/A | 0.094% | |
2/14/2024 | Humankind Investments LLC | 23,000 | $628K | 0.2% | N/A | 0.175% | |
2/13/2024 | Fairview Capital Investment Management LLC | 23,970 | $654K | 0.0% | +21.1% | 0.182% | |
2/9/2024 | AWM Capital LLC | 221,926 | $6.06M | 1.1% | -14.4% | 1.689% | |
2/9/2024 | Assetmark Inc. | 127,163 | $3.47M | 0.0% | -3.5% | 0.968% | |
2/9/2024 | Corient Private Wealth LLC | 32,248 | $880K | 0.0% | -18.3% | 0.245% | |
2/9/2024 | Wells Fargo & Company MN | 789,127 | $21.54M | 0.0% | -19.8% | 6.006% | |
2/8/2024 | Kingsview Wealth Management LLC | 49,155 | $1.34M | 0.0% | N/A | 0.374% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 8,281 | $226K | 0.0% | N/A | 0.063% | |
2/6/2024 | Cullen Frost Bankers Inc. | 9,743 | $266K | 0.0% | -9.0% | 0.074% | |
2/6/2024 | Idaho Trust Bank | 72,779 | $1.99M | 1.2% | +57.0% | 0.554% | |
2/6/2024 | Private Advisor Group LLC | 42,274 | $1.15M | 0.0% | +77.7% | 0.322% | |
2/6/2024 | Spire Wealth Management | 18,989 | $489K | 0.0% | +445.7% | 0.145% | |
2/6/2024 | M&T Bank Corp | 202,876 | $5.54M | 0.0% | -12.4% | 1.544% | |
2/5/2024 | Savant Capital LLC | 41,328 | $1.13M | 0.0% | -5.9% | 0.315% | |
2/5/2024 | Mission Wealth Management LP | 30,798 | $840K | 0.0% | -24.7% | 0.234% | |
2/2/2024 | Valmark Advisers Inc. | 21,016 | $574K | 0.0% | -4.7% | 0.160% | |
1/30/2024 | SVB Wealth LLC | 11,845 | $323K | 0.0% | -8.5% | 0.090% | |
1/30/2024 | Bear Mountain Capital Inc. | 8,555 | $224K | 0.1% | N/A | 0.065% | |
1/29/2024 | Schoolcraft Capital LLC | 106,510 | $2.91M | 0.7% | -7.5% | 0.811% | |
1/29/2024 | Money Design Co. Ltd. | 195,440 | $5.33M | 0.3% | -1.3% | 1.487% | |
1/26/2024 | Aspiriant LLC | 15,036 | $410K | 0.0% | N/A | 0.114% | |
1/24/2024 | Private Trust Co. NA | 1,632 | $45K | 0.0% | -31.6% | 0.012% | |
1/23/2024 | Upper Left Wealth Management LLC | 48,348 | $1.32M | 1.3% | +237.5% | 0.368% | |
1/23/2024 | Indiana Trust & Investment Management CO | 3,162 | $86K | 0.0% | -17.3% | 0.024% | |
1/23/2024 | Ballentine Partners LLC | 42,134 | $1.15M | 0.0% | +101.0% | 0.321% | |
1/23/2024 | RPg Family Wealth Advisory LLC | 71,133 | $1.94M | 0.7% | +2.9% | 0.541% | |
1/22/2024 | Osborne Partners Capital Management LLC | 1,068,903 | $29.17M | 1.9% | +6.4% | 8.135% | |
1/19/2024 | Fifth Third Bancorp | 2,294 | $63K | 0.0% | -71.4% | 0.017% | |
1/19/2024 | Colorado Capital Management Inc. | 24,443 | $667K | 0.4% | N/A | 0.186% | |
1/17/2024 | Alhambra Investment Management LLC | 14,844 | $405K | 0.2% | +9.3% | 0.113% | |
1/16/2024 | Raymond James & Associates | 9,176 | $250K | 0.0% | N/A | 0.070% | |
1/5/2024 | Aletheian Wealth Advisors LLC | 34,106 | $931K | 0.6% | +52.8% | 0.260% | |
11/15/2023 | Lido Advisors LLC | 18,070 | $430K | 0.0% | +12.2% | 0.138% | |
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11/13/2023 | Northern Trust Corp | 1,006,750 | $23.94M | 0.0% | -4.8% | 7.662% | |
11/13/2023 | RPg Family Wealth Advisory LLC | 69,161 | $1.65M | 0.7% | +4.9% | 0.526% | |
11/13/2023 | Kestra Advisory Services LLC | 30,074 | $715K | 0.0% | +9.9% | 0.229% | |
11/9/2023 | Bbjs Financial Advisors LLC | 65,695 | $1.56M | 0.6% | -1.8% | 0.500% | |
11/8/2023 | Idaho Trust Bank | 46,361 | $1.10M | 0.7% | +4.4% | 0.353% | |
11/8/2023 | AMG National Trust Bank | 11,759 | $280K | 0.0% | -10.1% | 0.089% | |
11/8/2023 | Spire Wealth Management | 3,480 | $83K | 0.0% | +57.3% | 0.026% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 15,251 | $363K | 0.0% | -29.5% | 0.116% | |
11/8/2023 | Valmark Advisers Inc. | 22,048 | $524K | 0.0% | -2.8% | 0.168% | |
11/7/2023 | AWM Capital LLC | 259,255 | $6.17M | 1.3% | +61.0% | 1.973% | |