11/18/2024 | Virtue Capital Management LLC | 19,390 | $563K | 0.1% | N/A | 0.010% | |
11/15/2024 | IHT Wealth Management LLC | 280,424 | $8.15M | 0.2% | +15.1% | 0.141% | |
11/15/2024 | Integrated Wealth Concepts LLC | 256,823 | $7.46M | 0.1% | +44.4% | 0.129% | |
11/14/2024 | L.M. Kohn & Company | 55,510 | $1.61M | 0.4% | +84.5% | 0.028% | |
11/13/2024 | Private Trust Co. NA | 87,759 | $2.55M | 0.3% | +6.1% | 0.044% | |
11/13/2024 | Fisher Asset Management LLC | 35,663 | $1.04M | 0.0% | +2.9% | 0.018% | |
|
11/7/2024 | Tidemark LLC | 47,748 | $1.39M | 0.6% | +4.0% | 0.024% | |
11/7/2024 | GLOBALT Investments LLC GA | 3,329,519 | $96.76M | 3.6% | -3.8% | 1.674% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 18,049 | $525K | 0.0% | -20.3% | 0.009% | |
11/4/2024 | Migdal Insurance & Financial Holdings Ltd. | 1,679,562 | $48.81M | 0.8% | -5.9% | 0.844% | |
10/31/2024 | Hanseatic Management Services Inc. | 38,088 | $1.11M | 1.6% | N/A | 0.019% | |
10/29/2024 | Centennial Bank AR | 1,358 | $39K | 0.0% | N/A | 0.001% | |
10/29/2024 | Farther Finance Advisors LLC | 33,948 | $987K | 0.0% | +8,538.2% | 0.017% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 4,072 | $118K | 0.0% | -38.9% | 0.002% | |
10/24/2024 | Salomon & Ludwin LLC | 338,257 | $9.83M | 1.0% | +26.2% | 0.170% | |
10/23/2024 | PSI Advisors LLC | 54,674 | $1.59M | 0.5% | +16.7% | 0.027% | |
10/23/2024 | Boyd Watterson Asset Management LLC OH | 28,501 | $828K | 0.2% | +2.9% | 0.014% | |
10/22/2024 | Greenleaf Trust | 7,180 | $209K | 0.0% | -10.0% | 0.004% | |
10/19/2024 | Hardin Capital Partners LLC | 38,615 | $1.11M | 0.6% | +15.9% | 0.019% | |
10/18/2024 | ST Germain D J Co. Inc. | 122,234 | $3.55M | 0.2% | -16.1% | 0.061% | |
10/16/2024 | Tsfg LLC | 363,790 | $10.57M | 2.3% | +32.4% | 0.183% | |
10/11/2024 | ORG Wealth Partners LLC | 851 | $25K | 0.0% | N/A | 0.000% | |
8/14/2024 | Certified Advisory Corp | 440,673 | $12.35M | 1.5% | -9.5% | 0.222% | |
8/12/2024 | Richardson Financial Services Inc. | 14,932 | $418K | 0.3% | -28.6% | 0.008% | |
8/12/2024 | Waterloo Capital L.P. | 234,912 | $6.58M | 0.8% | -42.9% | 0.118% | |
8/8/2024 | Hardin Capital Partners LLC | 33,305 | $933K | 0.6% | N/A | 0.017% | |
8/7/2024 | Vantage Financial Partners LLC | 50,088 | $1.40M | 0.4% | -21.5% | 0.025% | |
8/1/2024 | Eldridge Investment Advisors Inc. | 182,075 | $5.10M | 1.3% | +16.3% | 0.092% | |
8/1/2024 | Hilltop Partners LLC | 27,422 | $768K | 0.3% | -2.1% | 0.014% | |
7/31/2024 | IFG Advisory LLC | 222,095 | $6.22M | 0.4% | -3.0% | 0.112% | |
7/29/2024 | Your Advocates Ltd. LLP | 4,783 | $134K | 0.1% | -6.9% | 0.002% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 84,464 | $2.37M | 0.0% | -39.8% | 0.042% | |
7/26/2024 | Bank of New York Mellon Corp | 42,762 | $1.20M | 0.0% | -29.8% | 0.021% | |
7/26/2024 | Salomon & Ludwin LLC | 268,067 | $7.57M | 0.8% | -6.8% | 0.135% | |
7/23/2024 | PSI Advisors LLC | 46,836 | $1.31M | 0.4% | -22.6% | 0.024% | |
7/20/2024 | First Horizon Advisors Inc. | 2,695 | $76K | 0.0% | -58.8% | 0.001% | |
7/20/2024 | Continuum Advisory LLC | 13,678 | $383K | 0.1% | -5.0% | 0.007% | |
7/16/2024 | Tsfg LLC | 274,675 | $7.70M | 1.8% | -9.5% | 0.138% | |
7/16/2024 | GPS Wealth Strategies Group LLC | 81,213 | $2.28M | 0.3% | -9.6% | 0.041% | |
7/16/2024 | ORG Partners LLC | 1,003 | $28K | 0.0% | N/A | 0.001% | |
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7/15/2024 | S. R. Schill & Associates | 533,226 | $14.94M | 6.5% | +7.3% | 0.268% | |
7/11/2024 | Manning & Napier Advisors LLC | 1,661,973 | $46.57M | 0.5% | N/A | 0.836% | |
7/8/2024 | ST Germain D J Co. Inc. | 145,736 | $4.08M | 0.2% | -12.3% | 0.073% | |
5/17/2024 | Comerica Bank | 286,423 | $8.07M | 0.0% | +19.9% | 0.145% | |
5/16/2024 | Global Financial Private Client LLC | 2,235 | $62K | 0.0% | -65.1% | 0.001% | |
5/13/2024 | Hilltop Partners LLC | 28,007 | $789K | 0.3% | -6.1% | 0.014% | |
5/9/2024 | Portland Global Advisors LLC | 948,242 | $26.72M | 3.6% | +8.1% | 0.479% | |
5/4/2024 | Richardson Financial Services Inc. | 20,906 | $589K | 0.4% | -1.8% | 0.011% | |
5/2/2024 | Salomon & Ludwin LLC | 287,721 | $8.11M | 0.7% | +476.9% | 0.145% | |
5/2/2024 | Vantage Financial Partners LLC | 63,811 | $1.80M | 0.5% | -1.0% | 0.032% | |
4/29/2024 | Boyd Watterson Asset Management LLC OH | 30,225 | $852K | 0.3% | +26.2% | 0.015% | |
4/25/2024 | L.M. Kohn & Company | 34,647 | $976K | 0.3% | +2.7% | 0.018% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 140,323 | $3.95M | 0.0% | +20.5% | 0.073% | |
4/24/2024 | Private Trust Co. NA | 76,805 | $2.16M | 0.2% | +14.2% | 0.040% | |
4/24/2024 | PSI Advisors LLC | 60,498 | $1.71M | 0.6% | -75.0% | 0.032% | |
4/24/2024 | NBT Bank N A NY | 985 | $28K | 0.0% | N/A | 0.001% | |
4/17/2024 | Municipal Employees Retirement System of Michigan | 26,424,332 | $744.64M | 9.6% | +342.1% | 13.827% | |
4/16/2024 | Tsfg LLC | 303,651 | $8.56M | 2.2% | +30.6% | 0.159% | |
4/4/2024 | S. R. Schill & Associates | 496,965 | $14.00M | 6.1% | +3.2% | 0.351% | |
4/2/2024 | ST Germain D J Co. Inc. | 166,192 | $4.68M | 0.2% | -32.0% | 0.118% | |
3/8/2024 | ICA Group Wealth Management LLC | 14,329 | $409K | 0.1% | +3.3% | 0.010% | |
3/5/2024 | Fisher Asset Management LLC | 42,080 | $1.20M | 0.0% | +377.5% | 0.030% | |
3/4/2024 | Richardson Financial Services Inc. | 21,295 | $608K | 0.5% | N/A | 0.015% | |
3/1/2024 | Transcendent Capital Group LLC | 5,234 | $149K | 0.1% | N/A | 0.004% | |
2/20/2024 | GLOBALT Investments LLC GA | 1,972,952 | $56.35M | 2.3% | N/A | 1.395% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 205,181 | $5.86M | 5.7% | N/A | 0.145% | |
2/14/2024 | Waterloo Capital L.P. | 334,839 | $9.56M | 1.5% | +519.8% | 0.237% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 116,425 | $3.33M | 0.0% | -40.8% | 0.082% | |
2/9/2024 | Tidemark LLC | 39,378 | $1.13M | 0.7% | N/A | 0.028% | |
2/9/2024 | EverSource Wealth Advisors LLC | 5,412 | $155K | 0.0% | +1,173.4% | 0.004% | |
2/9/2024 | Certified Advisory Corp | 184,769 | $5.28M | 0.8% | -0.8% | 0.131% | |
2/9/2024 | L.M. Kohn & Company | 33,727 | $963K | 0.3% | -3.2% | 0.024% | |
2/8/2024 | Your Advocates Ltd. LLP | 4,783 | $137K | 0.1% | +112.3% | 0.003% | |
2/7/2024 | Strategic Advocates LLC | 11,360 | $324K | 0.1% | -38.7% | 0.008% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 1,914 | $55K | 0.0% | -60.5% | 0.001% | |
2/6/2024 | Eldridge Investment Advisors Inc. | 120,475 | $3.44M | 0.9% | N/A | 0.085% | |
2/6/2024 | Fisher Asset Management LLC | 42,080 | $1.20M | 0.0% | +377.5% | 0.030% | |
2/5/2024 | Vantage Financial Partners LLC | 64,429 | $1.84M | 0.5% | N/A | 0.046% | |
2/2/2024 | Boyd Watterson Asset Management LLC OH | 23,941 | $684K | 0.3% | +15.3% | 0.017% | |
2/1/2024 | PSI Advisors LLC | 241,649 | $6.90M | 2.6% | -2.5% | 0.171% | |
1/31/2024 | Greenleaf Trust | 15,005 | $429K | 0.0% | -47.0% | 0.011% | |
1/30/2024 | S. R. Schill & Associates | 481,547 | $13.75M | 6.1% | +5.4% | 0.341% | |
1/29/2024 | Baystate Wealth Management LLC | 128,923 | $3.68M | 0.3% | +1.2% | 0.091% | |
1/29/2024 | ORG Partners LLC | 1,848 | $53K | 0.0% | +118.7% | 0.001% | |
1/29/2024 | Tennessee Valley Asset Management Partners | 4,612 | $132K | 0.0% | N/A | 0.003% | |
1/24/2024 | Private Trust Co. NA | 67,247 | $1.92M | 0.2% | +8.3% | 0.048% | |
1/24/2024 | Tsfg LLC | 232,471 | $6.64M | 2.1% | +66.9% | 0.164% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 27,178 | $776K | 0.3% | -11.3% | 0.019% | |
1/19/2024 | Manning & Napier Group LLC | 1,609,165 | $45.96M | 0.5% | +0.2% | 1.138% | |
1/17/2024 | IFG Advisory LLC | 280,032 | $8.00M | 0.6% | +11.8% | 0.198% | |
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1/12/2024 | GPS Wealth Strategies Group LLC | 93,609 | $2.67M | 0.5% | -42.0% | 0.066% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 6,148 | $176K | 0.0% | +50.9% | 0.004% | |
11/15/2023 | Stonebridge Capital Advisors LLC | 4,870 | $134K | 0.0% | -10.5% | 0.003% | |
11/15/2023 | Integrated Wealth Concepts LLC | 181,741 | $5.00M | 0.1% | -8.2% | 0.129% | |
11/15/2023 | Ameriprise Financial Inc. | 6,113,598 | $168.57M | 0.1% | -27.6% | 4.324% | |
11/13/2023 | Certified Advisory Corp | 186,336 | $4.67M | 0.5% | +12.6% | 0.132% | |
11/13/2023 | Financial Engines Advisors L.L.C. | 27,564,375 | $758.85M | 2.0% | +13.4% | 19.494% | |
11/9/2023 | Greenleaf Trust | 28,338 | $780K | 0.0% | -51.9% | 0.020% | |
11/4/2023 | Syntal Capital Partners LLC | 113,044 | $3.11M | 2.4% | -56.6% | 0.080% | |
11/2/2023 | Your Advocates Ltd. LLP | 2,253 | $62K | 0.0% | -34.1% | 0.002% | |