1/22/2025 | Perigon Wealth Management LLC | 9,502 | $273K | 0.0% | N/A | 0.100% | |
1/22/2025 | Greenup Street Wealth Management LLC | 20,766 | $603K | 0.1% | +28.3% | 0.219% | |
1/21/2025 | Stewardship Advisors LLC | 84,974 | $2.47M | 0.7% | N/A | 0.894% | |
1/16/2025 | Aspiriant LLC | 9,622 | $279K | 0.0% | -9.8% | 0.101% | |
1/16/2025 | Abacus Wealth Partners LLC | 1,097,562 | $31.85M | 4.8% | +4.4% | 11.553% | |
1/16/2025 | Colorado Capital Management Inc. | 224,740 | $6.52M | 3.2% | +7.7% | 2.366% | |
1/16/2025 | UMB Bank n.a. | 18,257 | $530K | 0.0% | -5.5% | 0.192% | |
1/15/2025 | First Pacific Financial | 25,343 | $735K | 0.2% | +1.6% | 0.267% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 114,473 | $3.55M | 0.0% | -0.3% | 1.205% | |
12/26/2024 | JPMorgan Chase & Co. | 15,646 | $485K | 0.0% | +29.8% | 0.165% | |
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11/15/2024 | Orion Portfolio Solutions LLC | 44,794 | $1.39M | 0.0% | -24.8% | 0.472% | |
11/15/2024 | Jane Street Group LLC | 58,525 | $1.82M | 0.0% | -20.4% | 0.616% | |
11/14/2024 | Flow Traders U.S. LLC | 18,223 | $565K | 0.0% | N/A | 0.192% | |
11/7/2024 | Westfuller Advisors LLC | 26,520 | $823K | 0.6% | N/A | 0.279% | |
11/7/2024 | Thrivent Financial for Lutherans | 87,650 | $2.72M | 0.0% | +6.1% | 0.923% | |
11/6/2024 | Cable Hill Partners LLC | 127,931 | $3.97M | 0.4% | -6.5% | 1.347% | |
11/5/2024 | Haverford Trust Co | 18,534 | $575K | 0.0% | -7.3% | 0.195% | |
11/5/2024 | Aptus Capital Advisors LLC | 986 | $31K | 0.0% | N/A | 0.010% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 14,084 | $437K | 0.0% | -3.4% | 0.148% | |
11/1/2024 | Assetmark Inc. | 40,905 | $1.27M | 0.0% | +12.5% | 0.431% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 9,177 | $285K | 0.1% | -23.9% | 0.097% | |
10/29/2024 | Bear Mountain Capital Inc. | 3,098 | $96K | 0.0% | -10.2% | 0.033% | |
10/28/2024 | Penobscot Wealth Management | 8,486 | $263K | 0.1% | +20.7% | 0.089% | |
10/28/2024 | US Bancorp DE | 6,013 | $187K | 0.0% | +12.4% | 0.063% | |
10/25/2024 | Golden State Equity Partners | 12,155 | $377K | 0.1% | -7.4% | 0.128% | |
10/25/2024 | Better Money Decisions LLC | 20,964 | $650K | 0.5% | +8.6% | 0.221% | |
10/24/2024 | Sound Stewardship LLC | 6,764 | $210K | 0.1% | N/A | 0.071% | |
10/24/2024 | Modera Wealth Management LLC | 10,706 | $332K | 0.0% | -20.4% | 0.113% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 114,852 | $3.56M | 0.0% | +1.8% | 1.209% | |
10/22/2024 | Private Advisor Group LLC | 44,755 | $1.39M | 0.0% | +1.3% | 0.471% | |
10/15/2024 | Lockerman Financial Group Inc. | 10,811 | $335K | 0.6% | +6.8% | 0.114% | |
10/10/2024 | McNamara Financial Services Inc. | 16,138 | $501K | 0.1% | +2.5% | 0.170% | |
10/9/2024 | Colorado Capital Management Inc. | 208,641 | $6.47M | 3.2% | +7.3% | 2.196% | |
10/9/2024 | UMB Bank n.a. | 19,328 | $600K | 0.0% | -24.3% | 0.203% | |
10/8/2024 | Pioneer Wealth Management Group | 39,325 | $1.22M | 0.6% | +3.8% | 0.414% | |
10/3/2024 | Abacus Wealth Partners LLC | 1,051,220 | $32.61M | 4.9% | -0.3% | 11.065% | |
8/22/2024 | Cetera Investment Advisers | 43,919 | $1.26M | 0.0% | +5.5% | 0.462% | |
8/16/2024 | Creative Planning | 55,169 | $1.58M | 0.0% | +1.0% | 0.581% | |
8/13/2024 | Thrivent Financial for Lutherans | 82,612 | $2.37M | 0.0% | +4.1% | 0.870% | |
8/8/2024 | Envestnet Asset Management Inc. | 137,943 | $3.96M | 0.0% | +1.7% | 1.452% | |
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8/7/2024 | Carson Advisory Inc. | 9,361 | $268K | 0.2% | -7.9% | 0.099% | |
8/7/2024 | Brooklyn FI LLC | 7,723 | $221K | 0.1% | -41.4% | 0.081% | |
8/6/2024 | Lake Street Advisors Group LLC | 238,629 | $6.84M | 0.3% | +1.2% | 2.512% | |
8/5/2024 | Private Advisor Group LLC | 44,180 | $1.27M | 0.0% | +2.9% | 0.465% | |
8/1/2024 | TIAA Trust National Association | 1,321,003 | $37.87M | 0.1% | +2.8% | 13.905% | |
7/31/2024 | Commonwealth Equity Services LLC | 13,790 | $395K | 0.0% | +5.5% | 0.145% | |
7/31/2024 | Concurrent Investment Advisors LLC | 7,112 | $204K | 0.0% | N/A | 0.075% | |
7/30/2024 | Penobscot Wealth Management | 7,033 | $204K | 0.1% | N/A | 0.074% | |
7/29/2024 | UMB Bank n.a. | 25,540 | $732K | 0.0% | -14.1% | 0.269% | |
7/27/2024 | Evolution Advisers Inc. | 47,465 | $1.36M | 0.7% | +6.9% | 0.500% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 230,683 | $6.61M | 0.0% | -3.1% | 2.428% | |
7/24/2024 | Better Money Decisions LLC | 19,308 | $554K | 0.4% | +10.7% | 0.203% | |
7/23/2024 | TFC Financial Management Inc. | 113,172 | $3.25M | 0.6% | +2.2% | 1.191% | |
7/23/2024 | MFA Wealth Advisors LLC | 4,336 | $124K | 0.0% | N/A | 0.046% | |
7/20/2024 | First Pacific Financial | 24,943 | $715K | 0.2% | -14.0% | 0.263% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 112,826 | $3.24M | 0.0% | +4.6% | 1.188% | |
7/13/2024 | Pioneer Wealth Management Group | 37,868 | $1.09M | 0.6% | +6.5% | 0.399% | |
7/11/2024 | Abacus Wealth Partners LLC | 1,054,302 | $30.23M | 5.0% | +1.6% | 11.098% | |
7/10/2024 | CGN Advisors LLC | 7,486 | $215K | 0.0% | N/A | 0.079% | |
5/24/2024 | Cetera Advisors LLC | 26,076 | $717K | 0.0% | N/A | 0.274% | |
5/14/2024 | Lake Street Advisors Group LLC | 235,740 | $6.48M | 0.3% | +22.7% | 2.562% | |
5/10/2024 | TIAA Trust National Association | 1,285,591 | $35.35M | 0.1% | +7.8% | 13.974% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 138,128 | $3.80M | 0.0% | +2.1% | 1.501% | |
5/4/2024 | Evolution Advisers Inc. | 44,394 | $1.22M | 0.7% | +11.5% | 0.483% | |
5/3/2024 | Carson Advisory Inc. | 10,161 | $279K | 0.2% | -22.2% | 0.110% | |
5/3/2024 | Whittier Trust Co. | 22,244 | $612K | 0.0% | -41.7% | 0.242% | |
5/1/2024 | Mission Wealth Management LP | 115,722 | $3.18M | 0.1% | -1.7% | 1.258% | |
4/30/2024 | Private Advisor Group LLC | 42,942 | $1.18M | 0.0% | +46.6% | 0.467% | |
4/30/2024 | TFC Financial Management Inc. | 110,695 | $3.04M | 0.5% | +3.4% | 1.203% | |
4/26/2024 | UMB Bank n.a. | 29,717 | $817K | 0.0% | -3.1% | 0.323% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 237,998 | $6.55M | 0.0% | +0.9% | 2.587% | |
4/24/2024 | First Pacific Financial | 29,005 | $798K | 0.2% | -4.1% | 0.315% | |
4/16/2024 | Colorado Capital Management Inc. | 177,769 | $4.89M | 2.8% | +23.7% | 1.932% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 107,854 | $2.97M | 0.0% | +13.6% | 1.172% | |
4/15/2024 | Orgel Wealth Management LLC | 72,293 | $1.99M | 0.1% | +12.7% | 0.786% | |
4/15/2024 | McNamara Financial Services Inc. | 20,305 | $558K | 0.1% | -4.1% | 0.221% | |
4/12/2024 | AdvisorNet Financial Inc | 9,131 | $251K | 0.0% | +6.9% | 0.099% | |
4/11/2024 | Pioneer Wealth Management Group | 35,565 | $978K | 0.6% | +3.3% | 0.387% | |
4/10/2024 | Abacus Wealth Partners LLC | 1,038,071 | $28.55M | 4.8% | +3.4% | 12.213% | |
2/13/2024 | Lake Street Advisors Group LLC | 192,095 | $5.18M | 0.3% | +0.3% | 2.260% | |
2/12/2024 | Perella Weinberg Partners Capital Management LP | 54,864 | $1.48M | 0.1% | -58.0% | 0.645% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 235,936 | $6.36M | 0.0% | -8.4% | 2.776% | |
2/9/2024 | Assetmark Inc. | 28,746 | $775K | 0.0% | +9.2% | 0.338% | |
2/9/2024 | UBS Group AG | 230,047 | $6.20M | 0.0% | -10.2% | 2.706% | |
2/8/2024 | Greenup Street Wealth Management LLC | 16,071 | $433K | 0.1% | +42.0% | 0.189% | |
2/8/2024 | Haverford Trust Co | 20,000 | $539K | 0.0% | -7.0% | 0.235% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 135,239 | $3.65M | 0.0% | +2.0% | 1.591% | |
2/7/2024 | Abacus Wealth Partners LLC | 1,003,711 | $27.05M | 4.6% | +7.3% | 11.808% | |
2/6/2024 | Private Advisor Group LLC | 29,300 | $790K | 0.0% | -21.2% | 0.345% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 64,010 | $1.73M | 0.1% | +3.4% | 0.753% | |
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2/5/2024 | Mission Wealth Management LP | 117,738 | $3.17M | 0.1% | +7.8% | 1.385% | |
2/2/2024 | Golden State Equity Partners | 12,135 | $327K | 0.1% | +4.7% | 0.143% | |
2/2/2024 | Evolution Advisers Inc. | 39,819 | $1.06M | 0.7% | +4.4% | 0.468% | |
2/1/2024 | Cable Hill Partners LLC | 129,480 | $3.38M | 0.4% | +17.5% | 1.523% | |
1/30/2024 | Bear Mountain Capital Inc. | 3,497 | $90K | 0.0% | N/A | 0.041% | |
1/29/2024 | Brooklyn FI LLC | 13,180 | $355K | 0.2% | N/A | 0.155% | |
1/29/2024 | McNamara Financial Services Inc. | 21,179 | $571K | 0.1% | +3.1% | 0.249% | |
1/25/2024 | BSW Wealth Partners | 32,960 | $888K | 0.2% | N/A | 0.388% | |
1/25/2024 | TFC Financial Management Inc. | 107,024 | $2.88M | 0.6% | +1,294.4% | 1.259% | |
1/24/2024 | Stratos Wealth Partners LTD. | 8,167 | $220K | 0.0% | N/A | 0.096% | |