5/8/2024 | Neumann Capital Management LLC | 21,664 | $901K | 0.3% | +4.1% | 0.076% | |
5/7/2024 | White Lighthouse Investment Management Inc. | 12,227 | $509K | 0.1% | -2.7% | 0.043% | |
5/7/2024 | SilverOak Wealth Management LLC | 44,487 | $1.85M | 0.5% | +0.8% | 0.157% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 18,540 | $771K | 0.0% | -16.5% | 0.065% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 38,813 | $1.61M | 0.0% | -1.0% | 0.137% | |
5/4/2024 | Financial Connections Group Inc. | 15,565 | $648K | 0.7% | -5.1% | 0.055% | |
|
5/4/2024 | Evolution Advisers Inc. | 14,215 | $592K | 0.3% | -5.6% | 0.050% | |
5/4/2024 | Silver Oak Advisory Group Inc. | 16,640 | $693K | 0.4% | +39.4% | 0.059% | |
5/3/2024 | Larson Financial Group LLC | 8,217 | $342K | 0.0% | +19.3% | 0.029% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 39,911 | $1.66M | 0.0% | +27.5% | 0.141% | |
5/3/2024 | Whittier Trust Co. | 70,768 | $2.94M | 0.0% | -3.7% | 0.249% | |
5/1/2024 | Resonant Capital Advisors LLC | 9,100 | $378K | 0.0% | +7.7% | 0.032% | |
5/1/2024 | Mission Wealth Management LP | 777,060 | $32.32M | 0.9% | -2.9% | 2.736% | |
4/30/2024 | Private Advisor Group LLC | 20,950 | $871K | 0.0% | -6.7% | 0.074% | |
4/30/2024 | Concord Wealth Partners | 599 | $25K | 0.0% | N/A | 0.002% | |
4/30/2024 | Perigon Wealth Management LLC | 9,107 | $379K | 0.0% | -10.4% | 0.032% | |
4/29/2024 | Commonwealth Equity Services LLC | 145,666 | $6.06M | 0.0% | +4.0% | 0.513% | |
4/29/2024 | RWA Wealth Partners LLC | 58,647 | $2.44M | 0.0% | +0.7% | 0.207% | |
4/29/2024 | Brio Consultants LLC | 33,615 | $1.40M | 0.2% | -1.0% | 0.118% | |
4/26/2024 | UMB Bank n.a. | 26,467 | $1.10M | 0.0% | -3.9% | 0.093% | |
4/26/2024 | Quantum Financial Advisors LLC | 7,904 | $329K | 0.1% | -12.2% | 0.028% | |
4/26/2024 | Carr Financial Group Corp | 10,000 | $416K | 0.1% | N/A | 0.035% | |
4/25/2024 | Klaas Financial Asset Advisors LLC | 36,346 | $1.51M | 0.3% | +4.2% | 0.128% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 118,982 | $4.95M | 0.0% | -13.3% | 0.419% | |
4/24/2024 | First Pacific Financial | 165,277 | $6.87M | 1.9% | +4.0% | 0.582% | |
4/24/2024 | Capasso Planning Partners LLC | 11,594 | $482K | 0.2% | -22.8% | 0.041% | |
4/23/2024 | BSW Wealth Partners | 115,466 | $4.80M | 0.8% | -1.2% | 0.407% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 66,277 | $2.76M | 0.0% | +1.6% | 0.233% | |
4/22/2024 | PFG Investments LLC | 48,441 | $2.02M | 0.1% | +6.4% | 0.171% | |
4/22/2024 | Laurel Wealth Planning LLC | 23,530 | $979K | 0.7% | -11.3% | 0.083% | |
4/19/2024 | RTD Financial Advisors Inc. | 15,241 | $634K | 0.1% | +7.2% | 0.054% | |
4/18/2024 | Arlington Financial Advisors LLC | 48,372 | $2.01M | 0.4% | +1.7% | 0.170% | |
4/16/2024 | DeDora Capital Inc. | 74,948 | $3.12M | 1.0% | +11.4% | 0.264% | |
4/16/2024 | Colorado Capital Management Inc. | 141,046 | $5.87M | 3.4% | -1.1% | 0.497% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 101,332 | $4.21M | 0.0% | -3.0% | 0.357% | |
4/15/2024 | Sandbox Financial Partners LLC | 14,918 | $620K | 0.3% | -24.0% | 0.053% | |
4/15/2024 | S.A. Mason LLC | 1,835 | $76K | 0.0% | -28.6% | 0.006% | |
4/15/2024 | Revolve Wealth Partners LLC | 19,717 | $820K | 0.1% | +23.1% | 0.069% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 117,373 | $4.88M | 0.2% | +4.2% | 0.413% | |
4/12/2024 | Capital Advisors Wealth Management LLC | 5,067 | $211K | 0.0% | N/A | 0.018% | |
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4/12/2024 | Global Assets Advisory LLC | 11,272 | $469K | 0.0% | N/A | 0.040% | |
4/11/2024 | Pioneer Wealth Management Group | 24,515 | $1.02M | 0.6% | -4.4% | 0.086% | |
4/10/2024 | LexAurum Advisors LLC | 7,592 | $316K | 0.1% | +11.5% | 0.027% | |
4/10/2024 | Abacus Wealth Partners LLC | 1,184,317 | $49.26M | 8.3% | +0.7% | 4.222% | |
4/9/2024 | Mather Group LLC. | 919 | $36K | 0.0% | N/A | 0.003% | |
4/2/2024 | Stonehearth Capital Management LLC | 60,347 | $2.51M | 1.1% | +0.8% | 0.215% | |
4/1/2024 | IMPACTfolio LLC | 51,916 | $2.16M | 1.3% | -82.2% | 0.185% | |
3/22/2024 | PNC Financial Services Group Inc. | 2,254 | $88K | 0.0% | -17.0% | 0.008% | |
3/6/2024 | SageView Advisory Group LLC | 89,937 | $3.48M | 0.1% | +10.2% | 0.321% | |
2/28/2024 | EP Wealth Advisors LLC | 7,880 | $308K | 0.0% | N/A | 0.028% | |
2/21/2024 | Adroit Compliance LLC | 34,877 | $1.36M | 0.4% | N/A | 0.124% | |
2/16/2024 | Clarity Asset Management Inc. | 2,225 | $87K | 0.1% | N/A | 0.008% | |
2/14/2024 | Wescott Financial Advisory Group LLC | 37,399 | $1.46M | 0.2% | +2.6% | 0.133% | |
2/13/2024 | Jones Financial Companies Lllp | 26,374 | $1.03M | 0.0% | -6.4% | 0.094% | |
2/12/2024 | Tradition Wealth Management LLC | 14,619 | $572K | 0.1% | +5.7% | 0.052% | |
2/12/2024 | Dodds Wealth LLC | 12,104 | $473K | 0.2% | N/A | 0.043% | |
2/12/2024 | Stifel Financial Corp | 130,079 | $5.09M | 0.0% | +2.0% | 0.464% | |
2/12/2024 | Palisades Hudson Asset Management L.P. | 36,736 | $1.44M | 0.7% | +4.3% | 0.131% | |
2/9/2024 | Orion Portfolio Solutions LLC | 27,424 | $1.06M | 0.0% | +6.4% | 0.098% | |
2/9/2024 | SageView Advisory Group LLC | 89,937 | $3.48M | 0.1% | +10.2% | 0.321% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 137,209 | $5.37M | 0.0% | -7.4% | 0.489% | |
2/9/2024 | Assetmark Inc. | 7,529 | $294K | 0.0% | +6.6% | 0.027% | |
2/9/2024 | Milestone Investment Advisors LLC | 2,241 | $88K | 0.0% | -38.2% | 0.008% | |
2/9/2024 | Corient Private Wealth LLC | 57,797 | $2.26M | 0.0% | +1.4% | 0.206% | |
2/9/2024 | D.A. Davidson & CO. | 10,603 | $415K | 0.0% | -13.9% | 0.038% | |
2/9/2024 | Wells Fargo & Company MN | 294,369 | $11.51M | 0.0% | -5.0% | 1.049% | |
2/9/2024 | UBS Group AG | 452,169 | $17.68M | 0.0% | -7.6% | 1.612% | |
2/9/2024 | Laurel Wealth Planning LLC | 26,513 | $1.04M | 0.7% | -21.3% | 0.095% | |
2/8/2024 | Level Four Advisory Services LLC | 16,782 | $656K | 0.0% | -33.2% | 0.060% | |
2/8/2024 | Beacon Pointe Advisors LLC | 47,283 | $1.85M | 0.0% | +148.7% | 0.169% | |
2/8/2024 | Savvy Advisors Inc. | 6,532 | $255K | 0.2% | N/A | 0.023% | |
2/8/2024 | Klaas Financial Asset Advisors LLC | 34,877 | $1.36M | 0.3% | -17.9% | 0.124% | |
2/8/2024 | US Financial Advisors LLC | 22,373 | $875K | 0.3% | +6.6% | 0.080% | |
2/8/2024 | Pacific Sun Financial Corp | 15,146 | $592K | 0.4% | -11.4% | 0.054% | |
2/8/2024 | First United Bank & Trust | 7,430 | $291K | 0.1% | +6.1% | 0.026% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 39,202 | $1.53M | 0.0% | -3.8% | 0.140% | |
2/7/2024 | Collaborative Wealth Managment Inc. | 6,439 | $252K | 0.1% | -5.9% | 0.023% | |
2/7/2024 | VisionPoint Advisory Group LLC | 1,452 | $57K | 0.0% | N/A | 0.005% | |
2/7/2024 | Principal Securities Inc. | 721 | $28K | 0.0% | N/A | 0.003% | |
2/7/2024 | Abacus Wealth Partners LLC | 1,175,616 | $45.97M | 7.8% | +3.9% | 4.191% | |
2/7/2024 | Neumann Capital Management LLC | 20,804 | $813K | 0.3% | +4.5% | 0.074% | |
2/6/2024 | Private Advisor Group LLC | 22,452 | $878K | 0.0% | -5.8% | 0.080% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 5,244 | $205K | 0.0% | N/A | 0.019% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 15,801 | $618K | 0.0% | -2.2% | 0.056% | |
2/6/2024 | Merit Financial Group LLC | 15,570 | $609K | 0.0% | +2.7% | 0.056% | |
2/6/2024 | Great Valley Advisor Group Inc. | 5,458 | $214K | 0.0% | N/A | 0.019% | |
2/6/2024 | New York Life Investment Management LLC | 6,331 | $248K | 0.0% | -29.6% | 0.023% | |
2/5/2024 | Savant Capital LLC | 23,174 | $906K | 0.0% | -22.0% | 0.083% | |
2/5/2024 | Mission Wealth Management LP | 799,955 | $31.28M | 1.0% | -2.3% | 2.852% | |
2/5/2024 | First Ascent Asset Management LLC | 83,266 | $3.26M | 0.4% | +27.7% | 0.297% | |
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2/5/2024 | Brio Consultants LLC | 33,958 | $1.33M | 0.2% | +11.9% | 0.121% | |
2/2/2024 | IAG Wealth Partners LLC | 2,198 | $86K | 0.0% | -10.8% | 0.008% | |
2/2/2024 | Silver Oak Advisory Group Inc. | 11,941 | $467K | 0.3% | +46.0% | 0.043% | |
2/1/2024 | RWA Wealth Partners LLC | 58,243 | $2.28M | 0.0% | N/A | 0.208% | |
2/1/2024 | Sage Advisory Services Ltd.Co. | 7,049 | $276K | 0.1% | +5.0% | 0.025% | |
2/1/2024 | CWM LLC | 20,806 | $814K | 0.0% | +10.5% | 0.074% | |
2/1/2024 | Vicus Capital | 38,202 | $1.49M | 0.2% | -17.1% | 0.136% | |
2/1/2024 | Cable Hill Partners LLC | 99,572 | $3.80M | 0.5% | +19.2% | 0.355% | |
1/31/2024 | Castle Wealth Management LLC | 5,248 | $205K | 0.1% | N/A | 0.019% | |
1/31/2024 | Litman Gregory Wealth Management LLC | 5,273 | $206K | 0.0% | N/A | 0.019% | |