10/31/2024 | Walkner Condon Financial Advisors LLC | 9,494 | $569K | 0.1% | N/A | 0.297% | |
10/24/2024 | PFG Investments LLC | 43,868 | $2.63M | 0.2% | +9.5% | 1.371% | |
10/22/2024 | Private Advisor Group LLC | 4,403 | $264K | 0.0% | N/A | 0.138% | |
10/22/2024 | Financial Insights Inc. | 42,936 | $2.57M | 0.8% | +4.8% | 1.342% | |
10/17/2024 | Sonoma Private Wealth LLC | 8,580 | $514K | 0.8% | -36.8% | 0.268% | |
10/15/2024 | First Pacific Financial | 18,521 | $1.11M | 0.3% | N/A | 0.579% | |
|
10/2/2024 | Stonehearth Capital Management LLC | 39,618 | $2.37M | 0.9% | +0.7% | 1.238% | |
9/5/2024 | Sanctuary Advisors LLC | 4,209 | $232K | 0.0% | N/A | 0.132% | |
8/30/2024 | Creekside Partners | 8,067 | $456K | 0.3% | N/A | 0.252% | |
8/12/2024 | WCG Wealth Advisors LLC | 28,984 | $1.64M | 0.1% | N/A | 0.906% | |
8/7/2024 | PFG Investments LLC | 40,077 | $2.26M | 0.2% | +0.7% | 1.252% | |
8/6/2024 | Caprock Group LLC | 4,014 | $227K | 0.0% | -14.8% | 0.125% | |
8/2/2024 | Allegheny Financial Group LTD | 16,680 | $942K | 0.3% | +61.7% | 0.521% | |
7/31/2024 | Commonwealth Equity Services LLC | 21,442 | $1.21M | 0.0% | -31.4% | 0.670% | |
7/31/2024 | Wealth Alliance Advisory Group LLC | 7,200 | $407K | 0.1% | N/A | 0.225% | |
7/26/2024 | Harbour Investments Inc. | 56,497 | $3.19M | 0.1% | +3.6% | 1.766% | |
7/26/2024 | Bailard Inc. | 60,739 | $3.43M | 0.1% | N/A | 1.898% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 36,896 | $2.09M | 0.0% | -2.1% | 1.153% | |
7/16/2024 | ORG Partners LLC | 4,075 | $228K | 0.0% | N/A | 0.127% | |
7/16/2024 | Financial Insights Inc. | 40,955 | $2.31M | 0.6% | +4.9% | 1.280% | |
7/5/2024 | Stonehearth Capital Management LLC | 39,331 | $2.22M | 1.0% | N/A | 1.229% | |
5/7/2024 | Allegheny Financial Group LTD | 10,313 | $603K | 0.2% | -15.8% | 0.322% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 37,687 | $2.20M | 0.0% | N/A | 1.178% | |
4/30/2024 | Caprock Group LLC | 4,714 | $276K | 0.0% | N/A | 0.145% | |
4/29/2024 | Commonwealth Equity Services LLC | 31,274 | $1.83M | 0.0% | -8.0% | 0.962% | |
4/26/2024 | Financial Insights Inc. | 39,032 | $2.28M | 0.7% | +1.5% | 1.201% | |
4/24/2024 | 4Thought Financial Group Inc. | 1,509 | $88K | 0.1% | +31.6% | 0.046% | |
4/22/2024 | PFG Investments LLC | 39,801 | $2.33M | 0.1% | N/A | 1.225% | |
2/8/2024 | Allegheny Financial Group LTD | 12,241 | $681K | 0.2% | +5.6% | 0.365% | |
2/7/2024 | Ieq Capital LLC | 9,128 | $507K | 0.0% | -60.2% | 0.272% | |
2/7/2024 | Berger Financial Group Inc | 17,893 | $995K | 0.1% | -17.7% | 0.534% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 2,731 | $152K | 0.0% | -22.5% | 0.082% | |
2/2/2024 | Bailard Inc. | 54,670 | $3.04M | 0.1% | -18.6% | 1.632% | |
1/25/2024 | Financial Insights Inc. | 38,451 | $2.14M | 0.7% | -4.9% | 1.148% | |
1/23/2024 | Advisory Alpha LLC | 7,761 | $432K | 0.0% | +14.6% | 0.232% | |
1/11/2024 | Mechanics Bank Trust Department | 4,215 | $234K | 0.0% | N/A | 0.126% | |
12/7/2023 | Financial Insights Inc. | 40,431 | $1.90M | 0.7% | N/A | 1.207% | |
11/15/2023 | Evergreen Capital Management LLC | 11,765 | $589K | 0.0% | -4.5% | 0.351% | |
11/14/2023 | Mutual Advisors LLC | 4,831 | $242K | 0.0% | -23.9% | 0.144% | |
11/13/2023 | LPL Financial LLC | 144,759 | $7.25M | 0.0% | +2.7% | 4.321% | |
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11/13/2023 | Envestnet Portfolio Solutions Inc. | 33,212 | $1.66M | 0.0% | N/A | 0.991% | |
11/13/2023 | WCG Wealth Advisors LLC | 24,497 | $1.31M | 0.1% | +2.5% | 0.731% | |
11/8/2023 | D.A. Davidson & CO. | 5,059 | $253K | 0.0% | N/A | 0.151% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 17,593 | $880K | 0.0% | -1.9% | 0.525% | |
11/6/2023 | PFG Investments LLC | 38,539 | $1.93M | 0.4% | +2.0% | 1.150% | |
11/3/2023 | Berger Financial Group Inc | 21,735 | $1.09M | 0.1% | -11.8% | 0.649% | |
11/3/2023 | Private Advisor Group LLC | 4,106 | $205K | 0.0% | N/A | 0.123% | |
10/30/2023 | Sonoma Private Wealth LLC | 14,092 | $705K | 1.3% | +29.6% | 0.421% | |
10/30/2023 | Money Design Co. Ltd. | 17,593 | $880K | 0.1% | -32.7% | 0.525% | |
10/24/2023 | Bailard Inc. | 67,165 | $3.36M | 0.1% | N/A | 2.005% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 22,372 | $1.12M | 0.0% | -2.8% | 0.668% | |
10/23/2023 | Commonwealth Equity Services LLC | 31,544 | $1.58M | 0.0% | -0.9% | 0.942% | |
10/11/2023 | Stonehearth Capital Management LLC | 39,442 | $1.97M | 1.1% | +6.8% | 1.177% | |
8/10/2023 | Berger Financial Group Inc | 24,644 | $1.31M | 0.1% | +41.6% | 0.736% | |
8/8/2023 | Ieq Capital LLC | 22,928 | $1.22M | 0.0% | -17.1% | 0.684% | |
8/7/2023 | Allegheny Financial Group LTD | 9,202 | $490K | 0.2% | +6.6% | 0.275% | |
8/4/2023 | Envestnet Asset Management Inc. | 44,096 | $2.35M | 0.0% | +5.8% | 1.316% | |
8/3/2023 | PFG Investments LLC | 37,795 | $2.01M | 0.4% | +3.7% | 1.128% | |
7/31/2023 | LPL Financial LLC | 140,953 | $7.51M | 0.0% | -4.5% | 4.208% | |
7/31/2023 | Financial Network Wealth Management LLC | 3,981 | $218K | 0.1% | -30.5% | 0.119% | |
7/31/2023 | Mutual Advisors LLC | 6,347 | $338K | 0.0% | +4.7% | 0.189% | |
7/28/2023 | First Republic Investment Management Inc. | 17,933 | $955K | 0.0% | -1.4% | 0.535% | |
7/28/2023 | Money Design Co. Ltd. | 26,158 | $1.39M | 0.1% | -25.0% | 0.781% | |
7/21/2023 | Creative Planning | 5,958 | $317K | 0.0% | -16.5% | 0.178% | |
7/19/2023 | Marks Group Wealth Management Inc | 8,090 | $431K | 0.1% | -10.9% | 0.241% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 23,028 | $1.23M | 0.0% | -20.0% | 0.687% | |
7/6/2023 | Stonehearth Capital Management LLC | 36,936 | $1.97M | 1.0% | +20.4% | 1.103% | |
5/12/2023 | Ethic Inc. | 9,446 | $493K | 0.0% | +7.5% | 0.286% | |
5/11/2023 | PFG Investments LLC | 36,450 | $1.90M | 0.4% | N/A | 1.105% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 28,783 | $1.50M | 0.0% | -8.2% | 0.872% | |
5/10/2023 | LPL Financial LLC | 147,635 | $7.70M | 0.0% | +6.2% | 4.474% | |
5/8/2023 | Good Life Advisors LLC | 11,058 | $577K | 0.1% | +2.3% | 0.335% | |
5/5/2023 | Allegheny Financial Group LTD | 8,631 | $450K | 0.2% | +10.2% | 0.262% | |
5/2/2023 | Ieq Capital LLC | 27,648 | $1.44M | 0.0% | -9.1% | 0.838% | |
4/27/2023 | Money Design Co. Ltd. | 34,898 | $1.82M | 0.1% | N/A | 1.058% | |
4/24/2023 | Berger Financial Group Inc | 17,409 | $908K | 0.1% | -12.0% | 0.528% | |
4/18/2023 | Financial Insights Inc. | 31,224 | $1.63M | 0.7% | +4.0% | 0.946% | |
2/13/2023 | Sonoma Private Wealth LLC | 15,704 | $775K | 1.7% | N/A | 0.476% | |
2/13/2023 | Atria Wealth Solutions Inc. | 9,030 | $446K | 0.0% | -3.8% | 0.274% | |
2/10/2023 | Good Life Advisors LLC | 10,807 | $534K | 0.1% | -6.2% | 0.327% | |
2/10/2023 | Advisor Group Holdings Inc. | 50,298 | $2.48M | 0.0% | +62.8% | 1.524% | |
2/10/2023 | Financial Insights Inc. | 30,024 | $1.48M | 0.7% | +2.2% | 0.910% | |
2/10/2023 | Financial Network Wealth Management LLC | 5,694 | $281K | 0.2% | N/A | 0.173% | |
2/8/2023 | Allegheny Financial Group LTD | 7,829 | $387K | 0.2% | +50.2% | 0.237% | |
2/7/2023 | Commonwealth Equity Services LLC | 34,189 | $1.69M | 0.0% | +18.3% | 1.036% | |
2/7/2023 | LPL Financial LLC | 139,050 | $6.87M | 0.0% | +7.1% | 4.214% | |
2/7/2023 | Arnhold LLC | 11,610 | $573K | 0.1% | +20.8% | 0.352% | |
2/7/2023 | Envestnet Asset Management Inc. | 41,655 | $2.06M | 0.0% | +1.5% | 1.262% | |
1/30/2023 | Berger Financial Group Inc | 19,794 | $977K | 0.1% | -7.6% | 0.600% | |
1/30/2023 | Concourse Financial Group Securities Inc. | 3,024 | $149K | 0.0% | +19.6% | 0.092% | |
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1/13/2023 | Creative Capital Management Investments LLC | 1,222 | $60K | 0.1% | N/A | 0.037% | |
1/12/2023 | Mutual Advisors LLC | 6,019 | $297K | 0.0% | -24.9% | 0.182% | |
11/15/2022 | Evergreen Capital Management LLC | 12,654 | $584K | 0.0% | +11.2% | 0.395% | |
11/4/2022 | First Republic Investment Management Inc. | 10,112 | $467K | 0.0% | +6.0% | 0.316% | |
10/27/2022 | Financial Insights Inc. | 29,386 | $1.36M | 0.9% | +10.3% | 0.918% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 31,193 | $1.44M | 0.0% | +18.6% | 0.975% | |
8/8/2022 | Berger Financial Group Inc | 21,595 | $1.03M | 0.2% | -12.3% | 0.697% | |
8/5/2022 | Meridian Wealth Management LLC | 6,190 | $294K | 0.0% | N/A | 0.200% | |
8/3/2022 | Envestnet Asset Management Inc. | 38,129 | $1.81M | 0.0% | -11.5% | 1.230% | |
8/3/2022 | Financial Insights Inc. | 26,637 | $1.27M | 1.3% | -14.6% | 0.859% | |