4/26/2024 | Sage Advisory Services Ltd.Co. | 78,815 | $2.75M | 0.8% | -8.1% | 0.337% | |
4/26/2024 | Financial Insights Inc. | 15,222 | $531K | 0.2% | -1.9% | 0.065% | |
4/25/2024 | Long Run Wealth Advisors LLC | 134,743 | $4.70M | 1.2% | +2.9% | 0.576% | |
4/24/2024 | 1900 Wealth Management LLC | 6,183 | $216K | 0.0% | -13.6% | 0.026% | |
4/23/2024 | Gradient Investments LLC | 3,234 | $113K | 0.0% | -24.4% | 0.014% | |
4/23/2024 | McAdam LLC | 34,445 | $1.20M | 0.1% | -2.6% | 0.147% | |
|
4/23/2024 | Duncker Streett & Co. Inc. | 2,000 | $70K | 0.0% | N/A | 0.009% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 39,785 | $1.39M | 0.0% | +2.8% | 0.170% | |
4/19/2024 | Powers Advisory Group LLC | 47,821 | $1.67M | 1.0% | -4.0% | 0.204% | |
4/18/2024 | Barry Investment Advisors LLC | 259,988 | $9.07M | 3.0% | -0.7% | 1.111% | |
4/18/2024 | Chatham Capital Group Inc. | 8,700 | $303K | 0.1% | -7.5% | 0.037% | |
4/16/2024 | Shulman DeMeo Asset Management LLC | 117,325 | $4.09M | 1.1% | -1.6% | 0.501% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 49,601 | $1.73M | 0.1% | -11.9% | 0.212% | |
4/15/2024 | Sound Income Strategies LLC | 132,831 | $4.63M | 0.3% | +10.2% | 0.568% | |
4/12/2024 | CGN Advisors LLC | 15,109 | $527K | 0.1% | -5.2% | 0.065% | |
4/12/2024 | Global Assets Advisory LLC | 24,318 | $848K | 0.0% | N/A | 0.104% | |
4/11/2024 | SignalPoint Asset Management LLC | 6,371 | $222K | 0.1% | N/A | 0.025% | |
4/11/2024 | Shilanski & Associates Inc. | 124,313 | $4.34M | 1.5% | +4.9% | 0.482% | |
4/10/2024 | Park Avenue Securities LLC | 285,731 | $9.96M | 0.1% | +26.2% | 1.107% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 1,427 | $50K | 0.0% | -99.3% | 0.006% | |
4/8/2024 | Bath Savings Trust Co | 36,485 | $1.27M | 0.1% | -4.0% | 0.141% | |
4/2/2024 | ST Germain D J Co. Inc. | 112,252 | $3.91M | 0.2% | +57.1% | 0.435% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 13,512 | $453K | 0.0% | -16.4% | 0.052% | |
2/20/2024 | GLOBALT Investments LLC GA | 21,681 | $727K | 0.0% | N/A | 0.084% | |
2/14/2024 | XML Financial LLC | 23,028 | $772K | 0.1% | -4.6% | 0.089% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 2,156 | $72K | 0.1% | N/A | 0.008% | |
2/12/2024 | Brown Brothers Harriman & Co. | 12,126 | $406K | 0.0% | N/A | 0.047% | |
2/9/2024 | Orion Portfolio Solutions LLC | 62,606 | $2.12M | 0.0% | -8.3% | 0.243% | |
2/9/2024 | Barry Investment Advisors LLC | 261,729 | $8.77M | 3.0% | -7.0% | 1.014% | |
2/9/2024 | Wells Fargo & Company MN | 801,282 | $26.86M | 0.0% | +5.2% | 3.106% | |
2/9/2024 | UBS Group AG | 250,393 | $8.39M | 0.0% | +56.8% | 0.971% | |
2/7/2024 | Wealthspire Advisors LLC | 15,145 | $508K | 0.0% | +2.2% | 0.059% | |
2/6/2024 | Charles Schwab Investment Advisory Inc. | 159,158 | $5.34M | 0.0% | +12.4% | 0.617% | |
2/6/2024 | Apollon Wealth Management LLC | 19,345 | $648K | 0.0% | -1.8% | 0.075% | |
2/6/2024 | Private Advisor Group LLC | 43,987 | $1.47M | 0.0% | +14.9% | 0.170% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 56,293 | $1.89M | 0.1% | -16.6% | 0.218% | |
2/5/2024 | Kestra Private Wealth Services LLC | 8,823 | $296K | 0.0% | -35.8% | 0.034% | |
2/5/2024 | Harbor Advisory Corp MA | 17,075 | $572K | 0.2% | -13.3% | 0.066% | |
2/5/2024 | McAdam LLC | 35,347 | $1.19M | 0.1% | -14.7% | 0.137% | |
2/2/2024 | Truist Financial Corp | 139,584 | $4.68M | 0.0% | +4.8% | 0.541% | |
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2/2/2024 | Simplex Trading LLC | 975 | $32K | 0.0% | N/A | 0.004% | |
2/1/2024 | Parkside Financial Bank & Trust | 2,200 | $74K | 0.0% | N/A | 0.009% | |
2/1/2024 | 1900 Wealth Management LLC | 7,155 | $240K | 0.0% | -72.0% | 0.028% | |
1/31/2024 | HF Advisory Group LLC | 6,928 | $232K | 0.1% | +5.6% | 0.027% | |
1/31/2024 | Key Financial Inc | 6,374 | $214K | 0.1% | -27.5% | 0.025% | |
1/30/2024 | United Asset Strategies Inc. | 28,224 | $946K | 0.1% | -3.0% | 0.109% | |
1/30/2024 | SVB Wealth LLC | 23,132 | $775K | 0.0% | +6.8% | 0.090% | |
1/30/2024 | Flputnam Investment Management Co. | 358,190 | $12.01M | 0.3% | -24.0% | 1.388% | |
1/29/2024 | Crestwood Advisors Group LLC | 13,700 | $459K | 0.0% | -6.8% | 0.053% | |
1/29/2024 | Baystate Wealth Management LLC | 2,326 | $78K | 0.0% | +15.0% | 0.009% | |
1/29/2024 | NewEdge Wealth LLC | 7,600 | $255K | 0.0% | N/A | 0.029% | |
1/26/2024 | Financial Counselors Inc. | 676,718 | $22.68M | 0.4% | -44.5% | 2.623% | |
1/26/2024 | Geneos Wealth Management Inc. | 7,681 | $257K | 0.0% | -10.1% | 0.030% | |
1/25/2024 | RFG Advisory LLC | 90,203 | $3.02M | 0.1% | N/A | 0.350% | |
1/25/2024 | International Assets Investment Management LLC | 95,901 | $3.22M | 0.0% | N/A | 0.372% | |
1/25/2024 | Financial Insights Inc. | 15,523 | $520K | 0.2% | -2.1% | 0.060% | |
1/24/2024 | Allworth Financial LP | 172,868 | $5.80M | 0.0% | +296.8% | 0.670% | |
1/24/2024 | International Assets Investment Management LLC | 95,901 | $3.22M | 0.0% | N/A | 0.372% | |
1/24/2024 | Private Trust Co. NA | 9,366 | $314K | 0.0% | -10.7% | 0.036% | |
1/23/2024 | Advisory Alpha LLC | 6,808 | $228K | 0.0% | N/A | 0.026% | |
1/22/2024 | Glass Jacobson Investment Advisors llc | 1,125 | $38K | 0.0% | -34.8% | 0.004% | |
1/22/2024 | Mayflower Financial Advisors LLC | 6,225 | $209K | 0.0% | -5.9% | 0.024% | |
1/19/2024 | Chatham Capital Group Inc. | 9,410 | $315K | 0.1% | -18.2% | 0.036% | |
1/19/2024 | Sharper & Granite LLC | 22,465 | $753K | 0.4% | +74.2% | 0.087% | |
1/18/2024 | West Wealth Group LLC | 16,075 | $539K | 0.2% | -14.1% | 0.062% | |
1/17/2024 | Powers Advisory Group LLC | 49,827 | $1.67M | 1.0% | +5.0% | 0.193% | |
1/17/2024 | Jamison Private Wealth Management Inc. | 2,287 | $77K | 0.0% | -26.2% | 0.009% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 38,715 | $1.30M | 0.0% | -3.5% | 0.150% | |
1/16/2024 | Raymond James & Associates | 19,182 | $643K | 0.0% | +48.4% | 0.074% | |
1/16/2024 | Eclectic Associates Inc. ADV | 9,438 | $316K | 0.2% | +17.8% | 0.037% | |
1/16/2024 | Rosenberg Matthew Hamilton | 41,057 | $1.38M | 0.4% | -2.4% | 0.159% | |
1/12/2024 | Twelve Points Wealth Management LLC | 56,917 | $1.91M | 0.9% | +2.3% | 0.221% | |
1/12/2024 | New Hampshire Trust | 7,710 | $258K | 0.1% | -85.9% | 0.030% | |
1/11/2024 | Shulman DeMeo Asset Management LLC | 119,287 | $4.00M | 1.1% | -0.4% | 0.462% | |
1/11/2024 | Atlas Private Wealth Advisors | 218,570 | $7.33M | 1.4% | N/A | 0.847% | |
1/11/2024 | Falcon Wealth Planning | 22,140 | $742K | 0.1% | +19.7% | 0.086% | |
1/10/2024 | Long Run Wealth Advisors LLC | 130,920 | $4.39M | 1.3% | -2.1% | 0.507% | |
1/10/2024 | Shilanski & Associates Inc. | 118,474 | $3.97M | 1.5% | +10.6% | 0.459% | |
1/10/2024 | Sound Income Strategies LLC | 120,566 | $4.04M | 0.3% | +5.1% | 0.467% | |
1/9/2024 | Bath Savings Trust Co | 37,997 | $1.27M | 0.1% | +2.4% | 0.147% | |
1/9/2024 | Wedmont Private Capital | 10,700 | $362K | 0.0% | N/A | 0.041% | |
1/8/2024 | Pure Financial Advisors LLC | 15,227 | $510K | 0.0% | +6.9% | 0.059% | |
1/5/2024 | CGN Advisors LLC | 15,933 | $534K | 0.1% | -19.2% | 0.062% | |
1/3/2024 | Massmutual Trust Co. FSB ADV | 192,547 | $6.45M | 0.2% | -19.6% | 0.746% | |
12/7/2023 | Financial Insights Inc. | 15,857 | $486K | 0.2% | N/A | 0.061% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 16,168 | $525K | 0.0% | -67.7% | 0.063% | |
11/15/2023 | Townsquare Capital LLC | 28,570 | $927K | 0.0% | -5.8% | 0.111% | |
11/15/2023 | Crestwood Advisors Group LLC | 14,700 | $477K | 0.0% | N/A | 0.057% | |
11/15/2023 | Lido Advisors LLC | 106,015 | $3.44M | 0.0% | -9.4% | 0.411% | |
11/14/2023 | Sharper & Granite LLC | 12,895 | $419K | 0.2% | +20.6% | 0.050% | |
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11/14/2023 | Synovus Financial Corp | 49,552 | $1.61M | 0.0% | -7.7% | 0.192% | |
11/13/2023 | Mariner LLC | 461,013 | $14.96M | 0.0% | -2.7% | 1.787% | |
11/13/2023 | LPL Financial LLC | 664,341 | $21.57M | 0.0% | +9.0% | 2.575% | |
11/13/2023 | Envestnet Asset Management Inc. | 130,414 | $4.23M | 0.0% | -11.6% | 0.505% | |
11/9/2023 | UBS Group AG | 159,661 | $5.18M | 0.0% | +3.3% | 0.619% | |
11/8/2023 | Charles Schwab Investment Advisory Inc. | 141,635 | $4.60M | 0.0% | -0.8% | 0.549% | |
11/8/2023 | Austin Private Wealth LLC | 7,236 | $235K | 0.0% | -16.0% | 0.028% | |
11/8/2023 | Kestra Private Wealth Services LLC | 13,750 | $446K | 0.0% | +48.6% | 0.053% | |
11/8/2023 | Keybank National Association OH | 9,700 | $315K | 0.0% | -3.5% | 0.038% | |
11/7/2023 | Financial Counselors Inc. | 1,219,150 | $39.57M | 0.8% | N/A | 4.725% | |