8/4/2025 | Assetmark Inc. | 2,421 | $302K | 0.0% | N/A | 0.115% | |
8/1/2025 | Envestnet Asset Management Inc. | 4,509 | $563K | 0.0% | -2.8% | 0.215% | |
7/31/2025 | Wealthfront Advisers LLC | 6,083 | $759K | 0.0% | +2.5% | 0.290% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 3,225 | $403K | 0.0% | +30.2% | 0.154% | |
7/29/2025 | Mountain Capital Investment Advisors Inc. | 3,543 | $443K | 0.1% | -2.8% | 0.169% | |
7/29/2025 | Sincerus Advisory LLC | 1,587 | $201K | 0.2% | N/A | 0.076% | |
7/25/2025 | Stephens Consulting LLC | 1,542 | $192K | 0.0% | -24.5% | 0.073% | |
7/25/2025 | CWM LLC | 2,352 | $294K | 0.0% | -70.6% | 0.112% | |
7/25/2025 | Johnson Investment Counsel Inc. | 2,500 | $312K | 0.0% | -19.4% | 0.119% | |
7/24/2025 | Blair William & Co. IL | 1,894 | $236K | 0.0% | -94.7% | 0.090% | |
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7/23/2025 | Valmark Advisers Inc. | 2,352 | $294K | 0.0% | +4.3% | 0.112% | |
7/23/2025 | Traphagen Investment Advisors LLC | 2,108 | $263K | 0.0% | -8.4% | 0.100% | |
7/22/2025 | Berkshire Money Management Inc. | 456 | $57K | 0.0% | N/A | 0.022% | |
7/21/2025 | Ameritas Advisory Services LLC | 214 | $27K | 0.0% | N/A | 0.010% | |
7/18/2025 | MJT & Associates Financial Advisory Group Inc. | 1,062 | $133K | 0.2% | -15.9% | 0.051% | |
7/17/2025 | Albion Financial Group UT | 35,429 | $4.42M | 0.3% | +0.4% | 1.687% | |
7/16/2025 | MJT & Associates Financial Advisory Group Inc. | 1,062 | $133K | 0.2% | -15.9% | 0.051% | |
7/14/2025 | Sowell Financial Services LLC | 2,421 | $302K | 0.0% | -6.6% | 0.115% | |
7/8/2025 | Gradient Investments LLC | 6,312 | $788K | 0.0% | -19.4% | 0.301% | |
6/27/2025 | Goldman Sachs Group Inc. | 3,416 | $390K | 0.0% | N/A | 0.161% | |
5/16/2025 | Bell Investment Advisors Inc | 6,636 | $757K | 0.1% | -4.8% | 0.316% | |
5/16/2025 | Goldman Sachs Group Inc. | 3,416 | $390K | 0.0% | N/A | 0.163% | |
5/16/2025 | Jones Financial Companies Lllp | 2,964 | $364K | 0.0% | +60.4% | 0.141% | |
5/16/2025 | Aprio Wealth Management LLC | 2,969 | $339K | 0.0% | -8.9% | 0.141% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 2,477 | $283K | 0.0% | N/A | 0.118% | |
5/15/2025 | Royal Bank of Canada | 14,529 | $1.66M | 0.0% | -5.1% | 0.692% | |
5/15/2025 | Betterment LLC | 36,763 | $4.20M | 0.0% | +0.9% | 1.751% | |
5/15/2025 | MAI Capital Management | 460 | $53K | 0.0% | -16.5% | 0.022% | |
5/14/2025 | KilterHowling LLC | 2,119 | $246K | 0.2% | -9.6% | 0.101% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,416 | $162K | 0.0% | -12.5% | 0.067% | |
5/14/2025 | CW Advisors LLC | 4,422 | $505K | 0.0% | -4.9% | 0.211% | |
5/8/2025 | US Financial Advisors LLC | 4,363 | $498K | 0.1% | +4.7% | 0.208% | |
5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 1,263 | $144K | 0.1% | N/A | 0.060% | |
5/7/2025 | LPL Financial LLC | 108,773 | $12.42M | 0.0% | +3.9% | 5.180% | |
5/7/2025 | Mitchell Sinkler & Starr PA | 2,625 | $300K | 0.1% | +31.9% | 0.125% | |
5/6/2025 | Cetera Investment Advisers | 29,385 | $3.35M | 0.0% | -6.1% | 1.399% | |
5/1/2025 | CWM LLC | 8,013 | $915K | 0.0% | +2,510.1% | 0.382% | |
5/1/2025 | Fingerlakes Wealth Management Inc. | 3,873 | $442K | 0.4% | -6.1% | 0.184% | |
4/30/2025 | Abound Financial LLC | 2,266 | $259K | 0.1% | -16.0% | 0.108% | |
4/29/2025 | Envestnet Asset Management Inc. | 4,640 | $530K | 0.0% | +3.9% | 0.221% | |
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4/25/2025 | Albion Financial Group UT | 35,290 | $4.03M | 0.3% | +13.0% | 1.680% | |
4/24/2025 | Laurel Wealth Planning LLC | 5,252 | $599K | 0.4% | -3.9% | 0.250% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 6,894 | $787K | 0.0% | +7.8% | 0.328% | |
4/21/2025 | Johnson Investment Counsel Inc. | 3,100 | $354K | 0.0% | -7.5% | 0.148% | |
4/17/2025 | Sowell Financial Services LLC | 2,593 | $296K | 0.0% | N/A | 0.123% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 5,302 | $605K | 0.0% | +21.0% | 0.249% | |
4/9/2025 | Gradient Investments LLC | 7,835 | $894K | 0.0% | -5.2% | 0.368% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 4,383 | $508K | 0.0% | +14.9% | 0.206% | |
3/6/2025 | Wood Tarver Financial Group LLC | 1,687 | $195K | 0.1% | N/A | 0.078% | |
2/21/2025 | Vermillion Wealth Management Inc. | 971 | $112K | 0.1% | N/A | 0.043% | |
2/17/2025 | Cetera Investment Advisers | 31,300 | $3.63M | 0.0% | -5.1% | 1.391% | |
2/17/2025 | Bank of America Corp DE | 43,359 | $5.02M | 0.0% | -6.1% | 1.927% | |
2/17/2025 | Ameriprise Financial Inc. | 5,248 | $607K | 0.0% | -2.7% | 0.233% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 3,470 | $402K | 0.0% | -33.2% | 0.154% | |
2/14/2025 | Betterment LLC | 36,441 | $4.22M | 0.0% | -0.3% | 1.620% | |
2/13/2025 | KilterHowling LLC | 2,343 | $286K | 0.2% | -12.7% | 0.104% | |
2/13/2025 | Mariner LLC | 3,007 | $348K | 0.0% | -42.2% | 0.134% | |
2/13/2025 | Raymond James Financial Inc. | 9,014 | $1.04M | 0.0% | N/A | 0.401% | |
2/13/2025 | Russell Investments Group Ltd. | 429 | $50K | 0.0% | +4,666.7% | 0.019% | |
2/13/2025 | Wells Fargo & Company MN | 12,225 | $1.42M | 0.0% | +7.9% | 0.543% | |
2/12/2025 | Blair William & Co. IL | 35,488 | $4.11M | 0.0% | +0.6% | 1.577% | |
2/12/2025 | JPMorgan Chase & Co. | 40,858 | $4.73M | 0.0% | -10.5% | 1.816% | |
2/11/2025 | Congress Wealth Management LLC DE | 4,649 | $538K | 0.0% | -19.4% | 0.207% | |
2/11/2025 | LPL Financial LLC | 104,715 | $12.13M | 0.0% | +1.3% | 4.654% | |
2/11/2025 | Sei Investments Co. | 6,353 | $736K | 0.0% | +12.0% | 0.282% | |
2/10/2025 | Thrivent Financial for Lutherans | 2,461 | $285K | 0.0% | -4.5% | 0.109% | |
2/10/2025 | Commonwealth Equity Services LLC | 7,220 | $836K | 0.0% | -10.4% | 0.321% | |
2/7/2025 | Bell Investment Advisors Inc | 6,967 | $807K | 0.2% | -1.2% | 0.310% | |
2/6/2025 | Raymond James Financial Inc. | 9,014 | $1.04M | 0.0% | N/A | 0.401% | |
2/6/2025 | Jones Financial Companies Lllp | 1,848 | $214K | 0.0% | +17.1% | 0.082% | |
2/5/2025 | Private Trust Co. NA | 1,146 | $133K | 0.0% | -8.0% | 0.051% | |
2/3/2025 | Laurel Wealth Planning LLC | 5,466 | $633K | 0.4% | +2.9% | 0.243% | |
2/3/2025 | Fingerlakes Wealth Management Inc. | 4,124 | $478K | 0.4% | -8.0% | 0.183% | |
1/30/2025 | Valmark Advisers Inc. | 2,255 | $261K | 0.0% | -12.6% | 0.100% | |
1/27/2025 | Stephens Consulting LLC | 2,042 | $236K | 0.1% | +28.3% | 0.091% | |
1/21/2025 | Gradient Investments LLC | 8,268 | $957K | 0.0% | +2.1% | 0.367% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 570 | $66K | 0.0% | +42.5% | 0.025% | |
1/17/2025 | Albion Financial Group UT | 31,237 | $3.62M | 0.2% | +1.3% | 1.388% | |
12/26/2024 | JPMorgan Chase & Co. | 45,647 | $5.19M | 0.0% | -0.9% | 2.029% | |
11/18/2024 | Sunbelt Securities Inc. | 546 | $62K | 0.0% | N/A | 0.024% | |
11/15/2024 | MCIA Inc | 3,702 | $443K | 0.1% | +30.6% | 0.165% | |
11/8/2024 | Howe & Rusling Inc. | 1,562 | $177K | 0.0% | -25.9% | 0.069% | |
11/5/2024 | Aptus Capital Advisors LLC | 475 | $54K | 0.0% | +705.1% | 0.021% | |
10/31/2024 | US Financial Advisors LLC | 4,171 | $474K | 0.1% | -16.6% | 0.185% | |
10/25/2024 | Boston Financial Mangement LLC | 4,073 | $463K | 0.0% | -8.0% | 0.181% | |
10/24/2024 | Bristlecone Advisors LLC | 487 | $55K | 0.0% | N/A | 0.022% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 3,814 | $433K | 0.0% | -21.6% | 0.170% | |
10/23/2024 | CWC Advisors LLC. | 3,297 | $375K | 0.4% | N/A | 0.147% | |
10/21/2024 | Whittier Trust Co. | 1,965 | $223K | 0.0% | -25.5% | 0.087% | |
10/19/2024 | Stephens Consulting LLC | 1,592 | $181K | 0.0% | +21.5% | 0.071% | |
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10/9/2024 | Albion Financial Group UT | 30,847 | $3.50M | 0.2% | -0.6% | 1.371% | |
8/30/2024 | Brown Financial Advisors | 350 | $38K | 0.0% | N/A | 0.016% | |
8/22/2024 | Cetera Investment Advisers | 34,374 | $3.74M | 0.0% | -1.5% | 1.528% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 1,845 | $201K | 0.0% | +27.2% | 0.082% | |
8/13/2024 | Sei Investments Co. | 5,564 | $605K | 0.0% | -3.1% | 0.247% | |
8/8/2024 | Fingerlakes Wealth Management Inc. | 4,552 | $495K | 0.4% | -6.7% | 0.202% | |
8/8/2024 | Bell Investment Advisors Inc | 7,002 | $762K | 0.1% | +2.0% | 0.311% | |
8/7/2024 | PFG Investments LLC | 2,351 | $256K | 0.0% | -4.2% | 0.104% | |
7/31/2024 | Commonwealth Equity Services LLC | 7,206 | $784K | 0.0% | +4.0% | 0.320% | |
7/30/2024 | International Assets Investment Management LLC | 422 | $46K | 0.0% | N/A | 0.019% | |