4/23/2024 | Charter Oak Capital Management LLC | 132,681 | $7.63M | 0.8% | +1.7% | 0.202% | |
4/23/2024 | Arbor Investment Advisors LLC | 3,527 | $203K | 0.0% | N/A | 0.005% | |
4/23/2024 | Hanson & Doremus Investment Management | 227,218 | $13.06M | 2.1% | +17.4% | 0.345% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 54,843 | $3.15M | 0.0% | +64.3% | 0.083% | |
4/22/2024 | Confluence Wealth Services Inc. | 4,811 | $276K | 0.0% | +9.4% | 0.007% | |
4/22/2024 | Corrigan Financial Inc. | 15,110 | $868K | 0.2% | +3.6% | 0.023% | |
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4/22/2024 | Raymond James & Associates | 246,480 | $14.17M | 0.0% | +8.1% | 0.375% | |
4/19/2024 | Platt Investment Counsel LLC | 181,546 | $10.43M | 9.9% | -25.2% | 0.276% | |
4/19/2024 | Northland Capital Management LLC | 39,978 | $2.30M | 1.6% | +6.4% | 0.061% | |
4/18/2024 | Refined Wealth Management | 268,592 | $15.44M | 11.3% | -1.6% | 0.408% | |
4/18/2024 | LifeGuide Financial Advisors LLC | 128,153 | $7.37M | 3.7% | +6.6% | 0.195% | |
4/18/2024 | Skyline Advisors Inc. | 129,396 | $7.44M | 3.3% | +0.9% | 0.197% | |
4/18/2024 | Optas LLC | 14,189 | $815K | 0.2% | -1.8% | 0.022% | |
4/17/2024 | Family CFO Inc | 17,926 | $1.03M | 0.6% | +24.4% | 0.027% | |
4/17/2024 | Coston McIsaac & Partners | 2,378 | $136K | 0.0% | +9.6% | 0.004% | |
4/16/2024 | DeDora Capital Inc. | 36,329 | $2.09M | 0.7% | +36.1% | 0.055% | |
4/16/2024 | Dohj LLC | 65,805 | $3.78M | 1.0% | +716.7% | 0.100% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 55,718 | $3.20M | 0.0% | +0.4% | 0.085% | |
4/15/2024 | Orgel Wealth Management LLC | 88,069 | $5.06M | 0.1% | -2.4% | 0.134% | |
4/15/2024 | Wealthcare Capital Management LLC | 8,427 | $484K | 0.1% | +15.6% | 0.013% | |
4/12/2024 | CGN Advisors LLC | 44,604 | $2.56M | 0.3% | -1.7% | 0.069% | |
4/12/2024 | AdvisorNet Financial Inc | 5,238 | $301K | 0.0% | +78.1% | 0.008% | |
4/12/2024 | Cherrydale Wealth Management LLC | 10,589 | $609K | 0.3% | -18.2% | 0.016% | |
4/11/2024 | &PARTNERS | 4,678 | $269K | 0.0% | N/A | 0.007% | |
4/11/2024 | RFG Advisory LLC | 15,636 | $899K | 0.0% | -3.8% | 0.024% | |
4/11/2024 | Boston Standard Wealth Management LLC | 35,211 | $2.02M | 0.5% | +3.5% | 0.055% | |
4/10/2024 | LexAurum Advisors LLC | 8,209 | $472K | 0.1% | +23.0% | 0.013% | |
4/10/2024 | Pathway Financial Advisors LLC | 3,761 | $216K | 0.1% | N/A | 0.006% | |
4/10/2024 | Apella Capital LLC | 114,009 | $6.53M | 0.3% | -7.5% | 0.177% | |
4/9/2024 | Foster Group Inc. | 6,192 | $356K | 0.0% | -4.2% | 0.010% | |
4/9/2024 | Monterey Private Wealth Inc. | 29,986 | $1.72M | 0.7% | +3.7% | 0.047% | |
4/2/2024 | ST Germain D J Co. Inc. | 51,295 | $2.95M | 0.1% | +4.7% | 0.080% | |
4/1/2024 | Appleton Partners Inc. MA | 4,029 | $232K | 0.0% | -11.9% | 0.006% | |
3/15/2024 | Skyline Advisors Inc. | 128,289 | $7.09M | 3.4% | N/A | 0.199% | |
3/14/2024 | Leo Wealth LLC | 743,185 | $41.48M | 4.3% | N/A | 1.154% | |
3/11/2024 | Vanguard Group Inc. | 8,234,646 | $455.21M | 0.0% | +8.2% | 12.787% | |
3/6/2024 | SageView Advisory Group LLC | 57,011 | $3.12M | 0.1% | N/A | 0.089% | |
3/4/2024 | Fortis Group Advisors LLC | 1,288 | $71K | 0.0% | N/A | 0.002% | |
2/28/2024 | EP Wealth Advisors LLC | 2,026 | $112K | 0.0% | -16.8% | 0.003% | |
2/21/2024 | Garde Capital Inc. | 96,126 | $5.31M | 0.4% | +34.5% | 0.149% | |
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2/20/2024 | Voisard Asset Management Group Inc. | 1,043 | $58K | 0.0% | N/A | 0.002% | |
2/15/2024 | Bluestem Financial Advisors LLC | 52,686 | $2.91M | 1.7% | +3.9% | 0.082% | |
2/15/2024 | Bell Investment Advisors Inc | 24,382 | $1.35M | 0.3% | +5.3% | 0.038% | |
2/14/2024 | Creative Planning | 1,197,379 | $66.19M | 0.1% | +1.8% | 1.859% | |
2/14/2024 | Sentinel Trust Co. LBA | 22,635 | $1.25M | 0.2% | +14.3% | 0.035% | |
2/14/2024 | Stonehage Fleming Financial Services Holdings Ltd | 2,958 | $164K | 0.0% | N/A | 0.005% | |
2/14/2024 | Angeles Investment Advisors LLC | 136,685 | $7.56M | 0.5% | -22.0% | 0.212% | |
2/13/2024 | Lake Street Advisors Group LLC | 7,056 | $390K | 0.0% | -55.4% | 0.011% | |
2/13/2024 | Advanced Research Investment Solutions LLC | 16,553 | $915K | 0.6% | -10.0% | 0.026% | |
2/13/2024 | Jones Financial Companies Lllp | 47,433 | $2.62M | 0.0% | +15.8% | 0.074% | |
2/12/2024 | Tradition Wealth Management LLC | 12,483 | $690K | 0.1% | +5.3% | 0.019% | |
2/12/2024 | Evoke Wealth LLC | 69,985 | $3.87M | 0.1% | -7.7% | 0.109% | |
2/12/2024 | TFO Wealth Partners LLC | 11,139 | $615.76M | 0.1% | N/A | 0.017% | |
2/12/2024 | Fiduciary Trust Co | 147,258 | $8.14M | 0.1% | +1.0% | 0.229% | |
2/12/2024 | Focus Financial Network Inc. ADV | 12,137 | $671K | 0.0% | N/A | 0.019% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 4,450 | $246K | 0.0% | +944.6% | 0.007% | |
2/12/2024 | Human Investing LLC | 57,880 | $3.20M | 0.7% | -16.2% | 0.090% | |
2/12/2024 | Parallel Advisors LLC | 13,824 | $764K | 0.0% | -6.8% | 0.021% | |
2/10/2024 | Linscomb & Williams Inc. | 7,207 | $398K | 0.0% | +7.1% | 0.011% | |
2/9/2024 | Advisory Services Network LLC | 105,446 | $5.83M | 0.1% | +1.7% | 0.164% | |
2/9/2024 | SageView Advisory Group LLC | 57,011 | $3.12M | 0.1% | N/A | 0.089% | |
2/9/2024 | Crewe Advisors LLC | 462,759 | $25.58M | 4.0% | -6.2% | 0.719% | |
2/9/2024 | Davis R M Inc. | 32,969 | $1.82M | 0.0% | +20.9% | 0.051% | |
2/9/2024 | Corient Private Wealth LLC | 34,807 | $1.92M | 0.0% | +5.4% | 0.054% | |
2/9/2024 | UBS Group AG | 320,048 | $17.69M | 0.0% | -8.6% | 0.497% | |
2/8/2024 | Strategic Point Investment Advisors LLC | 9,235 | $511K | 0.1% | +5.9% | 0.014% | |
2/8/2024 | AMG National Trust Bank | 64,032 | $3.54M | 0.1% | +0.3% | 0.099% | |
2/8/2024 | Haverford Trust Co | 33,504 | $1.85M | 0.0% | +1.9% | 0.052% | |
2/8/2024 | Beacon Pointe Advisors LLC | 73,884 | $4.08M | 0.0% | -22.0% | 0.115% | |
2/8/2024 | Wealthcare Capital Management LLC | 7,292 | $403K | 0.0% | -14.7% | 0.011% | |
2/8/2024 | Facet Wealth Inc. | 274,410 | $15.05M | 0.6% | +12.2% | 0.426% | |
2/8/2024 | Marshall Financial Group Inc. ADV | 25,099 | $1.39M | 0.5% | +47.4% | 0.039% | |
2/8/2024 | First United Bank & Trust | 10,917 | $603K | 0.2% | -8.8% | 0.017% | |
2/7/2024 | Pinnacle Wealth Management Advisory Group LLC | 7,642 | $422K | 0.0% | +3.0% | 0.012% | |
2/6/2024 | Cherry Tree Wealth Management LLC | 5,639 | $312K | 0.1% | +8.3% | 0.009% | |
2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 84,632 | $4.68M | 0.2% | +8.7% | 0.131% | |
2/6/2024 | Lincoln National Corp | 15,393 | $851K | 0.0% | N/A | 0.024% | |
2/6/2024 | Private Advisor Group LLC | 8,940 | $494K | 0.0% | -11.7% | 0.014% | |
2/6/2024 | TCG Advisory Services LLC | 7,135 | $394K | 0.0% | -2.6% | 0.011% | |
2/6/2024 | Sapient Capital LLC | 6,188 | $342K | 0.0% | N/A | 0.010% | |
2/6/2024 | M&T Bank Corp | 4,850 | $268K | 0.0% | -5.0% | 0.008% | |
2/6/2024 | Wilbanks Smith & Thomas Asset Management LLC | 5,630 | $311K | 0.0% | -9.3% | 0.009% | |
2/5/2024 | One Day In July LLC | 13,441 | $743K | 0.1% | +3.2% | 0.021% | |
2/5/2024 | Mission Wealth Management LP | 129,027 | $7.13M | 0.2% | -4.4% | 0.200% | |
2/5/2024 | Ledyard National Bank | 56,660 | $3.13M | 0.3% | +1.5% | 0.088% | |
2/5/2024 | Brio Consultants LLC | 4,522 | $250K | 0.0% | N/A | 0.007% | |
2/2/2024 | Dohj LLC | 8,057 | $445K | 0.1% | +36.2% | 0.013% | |
2/2/2024 | Addison Advisors LLC | 29,320 | $1.62M | 0.6% | -38.8% | 0.046% | |
2/2/2024 | Red Lighthouse Investment Management LLC | 1,590 | $88K | 0.0% | N/A | 0.002% | |
2/2/2024 | Truist Financial Corp | 12,318 | $681K | 0.0% | -16.5% | 0.019% | |
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2/2/2024 | Spinnaker Trust | 240,960 | $13.32M | 0.9% | +0.2% | 0.374% | |
2/2/2024 | Silver Oak Advisory Group Inc. | 36,130 | $2.00M | 1.2% | +7.2% | 0.056% | |
2/2/2024 | McClarren Financial Advisors Inc. | 15,360 | $849K | 0.6% | +12.7% | 0.024% | |
2/2/2024 | Gould Asset Management LLC CA | 32,572 | $1.80M | 0.5% | +10.2% | 0.051% | |
2/2/2024 | Atria Wealth Solutions Inc. | 4,883 | $270K | 0.0% | N/A | 0.008% | |
2/2/2024 | Bfsg LLC | 32,730 | $1.81M | 0.3% | +1.8% | 0.051% | |
2/1/2024 | RWA Wealth Partners LLC | 4,285 | $237K | 0.0% | -5.5% | 0.007% | |
2/1/2024 | CWM LLC | 11,566 | $639K | 0.0% | +163.0% | 0.018% | |
2/1/2024 | Lindbrook Capital LLC | 4,889 | $270K | 0.0% | +8.4% | 0.008% | |
1/31/2024 | Zhang Financial LLC | 3,835 | $212K | 0.0% | -6.0% | 0.006% | |