5/9/2024 | Blair William & Co. IL | 35,283 | $3.74M | 0.0% | +40.3% | 1.568% | |
5/9/2024 | SageView Advisory Group LLC | 18,841 | $2.00M | 0.1% | N/A | 0.837% | |
5/8/2024 | Bell Investment Advisors Inc | 6,864 | $727K | 0.1% | -6.4% | 0.305% | |
5/7/2024 | Sei Investments Co. | 5,741 | $608K | 0.0% | -10.9% | 0.255% | |
5/2/2024 | Pittenger & Anderson Inc. | 2,400 | $254K | 0.0% | +25.1% | 0.107% | |
5/1/2024 | Janney Montgomery Scott LLC | 2,061 | $218K | 0.0% | N/A | 0.092% | |
|
4/30/2024 | Mitchell Sinkler & Starr PA | 1,990 | $211K | 0.1% | N/A | 0.088% | |
4/30/2024 | Commonwealth Equity Services LLC | 6,928 | $733K | 0.0% | +5.2% | 0.308% | |
4/23/2024 | Gradient Investments LLC | 8,130 | $861K | 0.0% | +3.8% | 0.361% | |
4/22/2024 | PFG Investments LLC | 2,453 | $260K | 0.0% | +5.9% | 0.109% | |
4/22/2024 | Laurel Wealth Planning LLC | 5,135 | $544K | 0.4% | -3.9% | 0.228% | |
4/19/2024 | Albion Financial Group UT | 30,714 | $3.25M | 0.3% | +1.8% | 1.365% | |
4/11/2024 | MCIA Inc | 2,793 | $294K | 0.1% | -4.2% | 0.119% | |
4/10/2024 | Aprio Wealth Management LLC | 3,120 | $330K | 0.1% | -8.1% | 0.133% | |
3/22/2024 | PNC Financial Services Group Inc. | 282 | $27K | 0.0% | -61.0% | 0.012% | |
2/9/2024 | Laurel Wealth Planning LLC | 5,341 | $507K | 0.4% | -22.8% | 0.227% | |
2/8/2024 | US Financial Advisors LLC | 4,872 | $463K | 0.2% | +7.5% | 0.207% | |
2/2/2024 | Valmark Advisers Inc. | 2,580 | $245K | 0.0% | -20.7% | 0.110% | |
1/25/2024 | International Assets Investment Management LLC | 67,370 | $6.40M | 0.0% | N/A | 2.867% | |
1/24/2024 | International Assets Investment Management LLC | 67,370 | $6.40M | 0.0% | N/A | 2.867% | |
1/18/2024 | Gradient Investments LLC | 7,830 | $744K | 0.0% | -2.5% | 0.333% | |
1/17/2024 | PFG Investments LLC | 2,316 | $220K | 0.0% | N/A | 0.099% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 3,847 | $365K | 0.0% | -46.4% | 0.164% | |
1/16/2024 | Raymond James & Associates | 2,268 | $215K | 0.0% | -14.3% | 0.097% | |
1/12/2024 | Mutual Advisors LLC | 2,293 | $218K | 0.0% | N/A | 0.098% | |
1/9/2024 | MCIA Inc | 2,914 | $277K | 0.1% | +12.6% | 0.124% | |
11/30/2023 | Modera Wealth Management LLC | 46,689 | $3.97M | 0.1% | N/A | 1.987% | |
11/13/2023 | Rock Creek Group LP | 179,839 | $15.29M | 1.5% | N/A | 7.653% | |
11/13/2023 | MCIA Inc | 2,587 | $227K | 0.1% | +7.6% | 0.110% | |
11/13/2023 | LPL Financial LLC | 98,571 | $8.38M | 0.0% | -1.1% | 4.195% | |
11/13/2023 | WCG Wealth Advisors LLC | 21,525 | $1.92M | 0.1% | -3.6% | 0.916% | |
11/13/2023 | Kestra Advisory Services LLC | 5,447 | $463K | 0.0% | -8.0% | 0.232% | |
11/13/2023 | US Financial Advisors LLC | 4,533 | $385K | 0.2% | +9.5% | 0.193% | |
11/9/2023 | Blair William & Co. IL | 19,307 | $1.64M | 0.0% | +42.3% | 0.822% | |
11/9/2023 | UBS Group AG | 42,502 | $3.61M | 0.0% | -4.2% | 1.809% | |
11/9/2023 | Howe & Rusling Inc. | 2,141 | $182K | 0.0% | +292.1% | 0.091% | |
11/8/2023 | Bell Investment Advisors Inc | 7,267 | $618K | 0.1% | -2.1% | 0.309% | |
11/8/2023 | Pathstone Family Office LLC | 1,857 | $158K | 0.0% | N/A | 0.079% | |
11/8/2023 | Fingerlakes Wealth Management Inc. | 4,986 | $424K | 0.5% | -2.6% | 0.212% | |
11/1/2023 | Albion Financial Group UT | 30,094 | $2.56M | 0.2% | +12.2% | 1.281% | |
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11/1/2023 | Beaumont Financial Advisors LLC | 2,655 | $226K | 0.0% | -16.7% | 0.113% | |
10/31/2023 | Allworth Financial LP | 4,573 | $389K | 0.0% | N/A | 0.195% | |
10/30/2023 | Congress Wealth Management LLC DE | 6,415 | $545K | 0.0% | +20.6% | 0.273% | |
10/27/2023 | Whittier Trust Co. | 2,637 | $224K | 0.0% | N/A | 0.112% | |
10/27/2023 | Laurel Wealth Planning LLC | 6,920 | $588K | 0.5% | -6.4% | 0.294% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 7,178 | $610K | 0.0% | +7.7% | 0.305% | |
10/24/2023 | Raymond James & Associates | 2,645 | $225K | 0.0% | N/A | 0.113% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 7,351 | $625K | 0.0% | -7.2% | 0.313% | |
8/10/2023 | US Financial Advisors LLC | 4,138 | $364K | 0.2% | -6.1% | 0.176% | |
8/10/2023 | Cetera Investment Advisers | 34,570 | $3.04M | 0.0% | -5.6% | 1.471% | |
8/9/2023 | Bell Investment Advisors Inc | 7,424 | $654K | 0.1% | +14.4% | 0.316% | |
8/3/2023 | PFG Investments LLC | 2,305 | $203K | 0.0% | N/A | 0.098% | |
8/2/2023 | Bank of Montreal Can | 700 | $62K | 0.0% | N/A | 0.030% | |
7/31/2023 | LPL Financial LLC | 99,686 | $8.78M | 0.0% | +1.3% | 4.242% | |
7/26/2023 | Albion Financial Group UT | 26,810 | $2.36M | 0.2% | -5.9% | 1.117% | |
7/26/2023 | MCIA Inc | 2,404 | $217K | 0.1% | N/A | 0.100% | |
7/19/2023 | Laurel Wealth Planning LLC | 7,393 | $651K | 0.5% | +5.0% | 0.308% | |
7/18/2023 | Sentinel Pension Advisors Inc. | 2,417 | $213K | 0.1% | N/A | 0.101% | |
7/14/2023 | Bartlett & Co. LLC | 400 | $35K | 0.0% | N/A | 0.017% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 7,924 | $698K | 0.0% | +21.2% | 0.330% | |
7/11/2023 | Gradient Investments LLC | 8,128 | $716K | 0.0% | -7.0% | 0.339% | |
5/16/2023 | Betterment LLC | 35,728 | $2.96M | 0.0% | +0.7% | 1.489% | |
5/11/2023 | Bristlecone Advisors LLC | 565 | $47K | 0.0% | N/A | 0.024% | |
5/10/2023 | LPL Financial LLC | 98,429 | $8.16M | 0.0% | -2.8% | 4.101% | |
5/10/2023 | Bell Investment Advisors Inc | 6,492 | $538K | 0.1% | +20.8% | 0.271% | |
5/4/2023 | US Financial Advisors LLC | 4,409 | $366K | 0.2% | +3.2% | 0.184% | |
5/3/2023 | Fingerlakes Wealth Management Inc. | 5,167 | $428K | 0.5% | -5.1% | 0.215% | |
5/1/2023 | Money Concepts Capital Corp | 22,116 | $805K | 0.0% | +1,035.3% | 0.922% | |
4/28/2023 | Wealthfront Advisers LLC | 5,188 | $430K | 0.0% | +4.5% | 0.216% | |
4/28/2023 | Harvest Group Wealth Management LLC | 8,744 | $725K | 0.5% | +11.2% | 0.364% | |
4/19/2023 | International Assets Investment Management LLC | 8,790 | $775K | 0.1% | N/A | 0.366% | |
4/18/2023 | Albion Financial Group UT | 28,481 | $2.36M | 0.2% | +2.7% | 1.187% | |
4/17/2023 | Gradient Investments LLC | 8,739 | $724K | 0.0% | -10.2% | 0.364% | |
4/14/2023 | Aprio Wealth Management LLC | 3,193 | $265K | 0.1% | +24.3% | 0.125% | |
2/13/2023 | Betterment LLC | 35,492 | $2.80M | 0.0% | +0.7% | 1.376% | |
2/10/2023 | First Horizon Advisors Inc. | 2,657 | $209K | 0.0% | -30.5% | 0.103% | |
2/10/2023 | Fingerlakes Wealth Management Inc. | 5,446 | $429K | 0.6% | -4.7% | 0.211% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 10,470 | $825K | 0.0% | +2.2% | 0.406% | |
2/9/2023 | Bell Investment Advisors Inc | 5,374 | $423K | 0.1% | +2.5% | 0.208% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 6,686 | $527K | 0.0% | +52.2% | 0.259% | |
2/8/2023 | UBS Group AG | 44,177 | $3.48M | 0.0% | +8.0% | 1.712% | |
2/8/2023 | Belpointe Asset Management LLC | 1,109 | $87K | 0.0% | N/A | 0.043% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 6,507 | $513K | 0.0% | +6.3% | 0.252% | |
2/7/2023 | Commonwealth Equity Services LLC | 7,142 | $562K | 0.0% | +6.3% | 0.277% | |
2/7/2023 | LPL Financial LLC | 101,256 | $7.98M | 0.0% | +8.4% | 3.925% | |
2/7/2023 | Envestnet Asset Management Inc. | 10,744 | $847K | 0.0% | -1.3% | 0.416% | |
2/3/2023 | Albion Financial Group UT | 27,726 | $2.19M | 0.2% | -3.4% | 1.075% | |
2/2/2023 | Congress Wealth Management LLC DE | 5,193 | $409K | 0.0% | +11.3% | 0.201% | |
1/31/2023 | Atticus Wealth Management LLC | 1,005 | $79K | 0.0% | N/A | 0.039% | |
1/31/2023 | Kestra Advisory Services LLC | 6,379 | $503K | 0.0% | +8.3% | 0.247% | |
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1/31/2023 | Money Design Co. Ltd. | 110,337 | $8.69M | 0.7% | -14.8% | 4.277% | |
1/27/2023 | Boston Financial Mangement LLC | 3,405 | $268K | 0.0% | N/A | 0.132% | |
1/26/2023 | US Financial Advisors LLC | 4,274 | $337K | 0.2% | N/A | 0.166% | |
1/25/2023 | Beaumont Financial Advisors LLC | 3,189 | $251K | 0.0% | N/A | 0.124% | |
1/23/2023 | Mendel Capital Management LLC | 4,064 | $320K | 0.3% | -3.5% | 0.158% | |
1/17/2023 | Armstrong Advisory Group Inc. | 340 | $27K | 0.0% | N/A | 0.013% | |
1/11/2023 | Aprio Wealth Management LLC | 2,569 | $202K | 0.1% | N/A | 0.100% | |
1/10/2023 | Gradient Investments LLC | 9,737 | $767K | 0.0% | -17.9% | 0.377% | |
11/14/2022 | Beaumont Financial Partners LLC | 3,614 | $263K | 0.0% | +6.9% | 0.138% | |
11/10/2022 | Tower Research Capital LLC TRC | 6,775 | $493K | 0.0% | +69.8% | 0.259% | |