4/25/2024 | Human Investing LLC | 49,475 | $3.11M | 0.6% | +16.4% | 0.575% | |
4/23/2024 | Hanson & Doremus Investment Management | 118,316 | $7.42M | 1.2% | +27.4% | 1.376% | |
4/20/2024 | BetterWealth LLC | 26,903 | $1.69M | 0.5% | +9.5% | 0.313% | |
4/19/2024 | Level Financial Advisors | 12,813 | $804K | 0.4% | -14.8% | 0.149% | |
4/19/2024 | Valley National Advisers Inc. | 10,482 | $657K | 0.1% | +17.1% | 0.122% | |
4/19/2024 | Northland Capital Management LLC | 38,253 | $2.40M | 1.7% | +5.5% | 0.445% | |
|
4/16/2024 | DeDora Capital Inc. | 158,388 | $9.94M | 3.2% | +19.6% | 1.842% | |
4/2/2024 | ST Germain D J Co. Inc. | 34,081 | $2.14M | 0.1% | +9.8% | 0.516% | |
3/11/2024 | Vanguard Group Inc. | 1,641,080 | $104.01M | 0.0% | +25.8% | 24.865% | |
3/6/2024 | SageView Advisory Group LLC | 121,990 | $7.71M | 0.3% | N/A | 1.848% | |
2/16/2024 | SageView Advisory Group LLC | 121,990 | $7.71M | 0.3% | N/A | 1.848% | |
2/13/2024 | Essential Planning LLC. | 4,706 | $298K | 0.2% | -5.5% | 0.071% | |
2/12/2024 | American Investment Services Inc. | 3,186 | $202K | 0.0% | N/A | 0.048% | |
2/12/2024 | Human Investing LLC | 42,490 | $2.69M | 0.6% | -1.9% | 0.644% | |
2/9/2024 | Team Hewins LLC | 24,183 | $1.53M | 0.2% | N/A | 0.366% | |
2/9/2024 | SageView Advisory Group LLC | 121,990 | $7.71M | 0.2% | N/A | 1.848% | |
2/6/2024 | Spire Wealth Management | 1,815 | $114K | 0.0% | -39.3% | 0.028% | |
2/2/2024 | Truist Financial Corp | 196,119 | $12.43M | 0.0% | +5.6% | 2.972% | |
2/2/2024 | Gould Asset Management LLC CA | 3,275 | $208K | 0.1% | -52.8% | 0.050% | |
2/2/2024 | BIP Wealth LLC | 4,435 | $281K | 0.0% | N/A | 0.067% | |
2/1/2024 | RWA Wealth Partners LLC | 86,262 | $5.47M | 0.1% | +5.0% | 1.307% | |
2/1/2024 | Annapolis Financial Services LLC | 12,194 | $773K | 0.2% | +1,742.0% | 0.185% | |
1/29/2024 | DHK Financial Advisors Inc. | 17,254 | $1.08M | 0.8% | +33.3% | 0.261% | |
1/29/2024 | Round Rock Advisors LLC | 3,408 | $216K | 0.1% | N/A | 0.052% | |
1/25/2024 | Hanson & Doremus Investment Management | 92,895 | $5.89M | 1.1% | +0.2% | 1.408% | |
1/25/2024 | Valley National Advisers Inc. | 8,954 | $567K | 0.1% | +7.7% | 0.136% | |
1/24/2024 | Allworth Financial LP | 9,245 | $586K | 0.0% | -9.0% | 0.140% | |
1/24/2024 | Northland Capital Management LLC | 36,251 | $2.30M | 1.5% | -34.7% | 0.549% | |
1/23/2024 | BetterWealth LLC | 24,560 | $1.56M | 0.5% | +0.8% | 0.372% | |
1/23/2024 | Level Financial Advisors Inc. | 15,042 | $953K | 0.5% | +14.1% | 0.228% | |
1/19/2024 | AdvisorNet Financial Inc | 614 | $39K | 0.0% | -64.2% | 0.009% | |
1/18/2024 | DeDora Capital Inc. | 132,440 | $8.39M | 2.9% | +61.7% | 2.007% | |
1/18/2024 | Shotwell Rutter Baer Inc | 6,526 | $413K | 0.4% | N/A | 0.099% | |
1/11/2024 | Whittier Trust Co. | 18,534 | $1.18M | 0.0% | +361.6% | 0.281% | |
1/11/2024 | West Financial Advisors LLC | 6,990 | $443K | 0.1% | -6.3% | 0.106% | |
12/18/2023 | Vanguard Group Inc. | 1,304,457 | $77.47M | 0.0% | +5.6% | 19.765% | |
11/30/2023 | Modera Wealth Management LLC | 83,776 | $4.98M | 0.1% | +3.8% | 1.269% | |
11/20/2023 | Willow Creek Wealth Management Inc. | 7,565 | $449K | 0.1% | +2.5% | 0.115% | |
11/13/2023 | Mariner LLC | 35,769 | $2.12M | 0.0% | +12.9% | 0.542% | |
11/13/2023 | Envestnet Asset Management Inc. | 170,784 | $10.14M | 0.0% | +41.7% | 2.588% | |
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11/8/2023 | New York Life Investment Management LLC | 13,540 | $804K | 0.0% | +13.8% | 0.205% | |
11/3/2023 | WealthSpring Partners LLC | 20,198 | $1.20M | 0.9% | +3.2% | 0.306% | |
10/31/2023 | Allworth Financial LP | 10,160 | $603K | 0.0% | +9.5% | 0.154% | |
10/27/2023 | Whittier Trust Co. | 4,015 | $238K | 0.0% | -30.1% | 0.061% | |
10/24/2023 | Hanson & Doremus Investment Management | 92,716 | $5.51M | 1.1% | +1.0% | 1.405% | |
10/24/2023 | Gould Asset Management LLC CA | 6,945 | $412K | 0.1% | +5.8% | 0.105% | |
10/24/2023 | BetterWealth LLC | 24,361 | $1.45M | 0.6% | -2.6% | 0.369% | |
10/23/2023 | Commonwealth Equity Services LLC | 11,872 | $705K | 0.0% | +8.5% | 0.180% | |
10/23/2023 | ST Germain D J Co. Inc. | 27,705 | $1.65M | 0.1% | +14.9% | 0.420% | |
10/18/2023 | Level Financial Advisors Inc. | 13,179 | $783K | 0.4% | +27.1% | 0.200% | |
10/18/2023 | Keudell Morrison Wealth Management | 4,633 | $275K | 0.1% | +14.5% | 0.070% | |
10/18/2023 | DeDora Capital Inc. | 81,916 | $4.87M | 1.9% | +37.0% | 1.241% | |
10/17/2023 | Northland Capital Management LLC | 55,508 | $3.30M | 2.2% | +190.2% | 0.841% | |
10/11/2023 | Adviser Investments LLC | 82,120 | $4.88M | 0.1% | -0.9% | 1.244% | |
9/7/2023 | ST Germain D J Co. Inc. | 24,102 | $1.49M | 0.1% | N/A | 0.365% | |
8/28/2023 | Willow Creek Wealth Management Inc. | 7,382 | $458K | 0.1% | +4.2% | 0.112% | |
8/10/2023 | WFA of San Diego LLC | 835 | $52K | 0.1% | N/A | 0.013% | |
8/9/2023 | Spire Wealth Management | 2,974 | $184K | 0.0% | +147.6% | 0.045% | |
8/8/2023 | Team Hewins LLC | 23,800 | $1.48M | 0.7% | -2.0% | 0.361% | |
8/7/2023 | Modera Wealth Management LLC | 80,683 | $5.00M | 0.1% | +1,509.2% | 1.222% | |
8/7/2023 | Human Investing LLC | 38,032 | $2.36M | 0.5% | +3.8% | 0.576% | |
8/7/2023 | New York Life Investment Management LLC | 11,902 | $738K | 0.0% | +26.2% | 0.180% | |
8/4/2023 | Envestnet Asset Management Inc. | 120,563 | $7.47M | 0.0% | -3.7% | 1.827% | |
8/4/2023 | Adviser Investments LLC | 82,902 | $5.14M | 0.1% | +8.4% | 1.256% | |
8/3/2023 | WealthSpring Partners LLC | 19,578 | $1.21M | 0.9% | N/A | 0.297% | |
8/1/2023 | Truist Financial Corp | 160,168 | $9.93M | 0.0% | -2.3% | 2.427% | |
7/31/2023 | LPL Financial LLC | 22,517 | $1.40M | 0.0% | -24.4% | 0.375% | |
7/31/2023 | Valley National Advisers Inc. | 8,159 | $506K | 0.1% | +127.0% | 0.136% | |
7/27/2023 | BIP Wealth LLC | 4,435 | $275K | 0.0% | N/A | 0.074% | |
7/24/2023 | BetterWealth LLC | 25,019 | $1.55M | 0.6% | +2.3% | 0.417% | |
7/20/2023 | Keudell Morrison Wealth Management | 4,048 | $251K | 0.1% | +4.5% | 0.067% | |
7/19/2023 | DHK Financial Advisors Inc. | 12,836 | $796K | 0.7% | +101.8% | 0.214% | |
7/19/2023 | Northland Capital Management LLC | 19,129 | $1.19M | 0.9% | +13.8% | 0.319% | |
7/18/2023 | Hanson & Doremus Investment Management | 91,836 | $5.69M | 1.2% | +12.1% | 1.531% | |
7/14/2023 | Level Financial Advisors Inc. | 10,365 | $642K | 0.4% | +31.7% | 0.173% | |
6/7/2023 | Sweeney & Michel LLC | 5,130 | $316K | 0.2% | N/A | 0.086% | |
5/12/2023 | NewEdge Advisors LLC | 28,569 | $1.79M | 0.0% | +140.2% | 0.476% | |
5/12/2023 | DHK Financial Advisors Inc. | 6,360 | $399K | 0.5% | +12.9% | 0.106% | |
5/10/2023 | David Kennon Inc | 3,230 | $203K | 0.1% | N/A | 0.054% | |
5/10/2023 | Human Investing LLC | 36,639 | $2.30M | 0.6% | +9.5% | 0.611% | |
5/9/2023 | Essential Planning LLC. | 4,524 | $284K | 0.2% | N/A | 0.075% | |
5/9/2023 | Team Hewins LLC | 24,281 | $1.52M | 0.8% | +4.9% | 0.405% | |
5/9/2023 | US Bancorp DE | 1,107 | $69K | 0.0% | N/A | 0.018% | |
5/8/2023 | New York Life Investment Management LLC | 9,429 | $591K | 0.0% | +10.6% | 0.157% | |
5/5/2023 | Modera Wealth Management LLC | 5,014 | $314K | 0.0% | -13.0% | 0.084% | |
5/5/2023 | Truist Financial Corp | 163,980 | $10.20M | 0.0% | +16.5% | 2.733% | |
5/2/2023 | Gould Asset Management LLC CA | 6,565 | $412K | 0.1% | +98.0% | 0.109% | |
4/28/2023 | AdvisorNet Financial Inc | 1,716 | $108K | 0.0% | +55.7% | 0.029% | |
4/26/2023 | Valley National Advisers Inc. | 3,594 | $225K | 0.0% | +88.2% | 0.060% | |
4/26/2023 | Adviser Investments LLC | 76,493 | $4.80M | 0.1% | +0.5% | 1.275% | |
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4/24/2023 | Willow Creek Wealth Management Inc. | 7,084 | $444K | 0.1% | +10.5% | 0.118% | |
4/20/2023 | Carr Financial Group Corp | 14,800 | $928K | 0.4% | -25.3% | 0.247% | |
4/20/2023 | BetterWealth LLC | 24,446 | $1.53M | 0.6% | N/A | 0.407% | |
4/19/2023 | Stephens Consulting LLC | 588 | $37K | 0.0% | N/A | 0.010% | |
4/18/2023 | Hanson & Doremus Investment Management | 81,900 | $5.14M | 1.1% | +15.1% | 1.365% | |
4/18/2023 | Keudell Morrison Wealth Management | 3,873 | $243K | 0.1% | N/A | 0.065% | |
4/18/2023 | West Financial Advisors LLC | 7,616 | $478K | 0.1% | -5.0% | 0.127% | |
4/18/2023 | Allworth Financial LP | 9,234 | $579K | 0.0% | +938.7% | 0.154% | |
4/17/2023 | Northland Capital Management LLC | 16,815 | $1.05M | 0.8% | +27.7% | 0.295% | |
4/14/2023 | Raymond James & Associates | 5,601 | $351K | 0.0% | -34.7% | 0.098% | |