5/2/2025 | Graypoint LLC | 15,053 | $1.46M | 0.1% | -2.0% | 0.107% | |
4/29/2025 | Capital Planning LLC | 3,338 | $323K | 0.1% | N/A | 0.024% | |
4/29/2025 | Strategic Blueprint LLC | 9,674 | $936K | 0.1% | +23.7% | 0.069% | |
4/24/2025 | Golden State Wealth Management LLC | 1,051 | $102K | 0.0% | -13.3% | 0.007% | |
4/23/2025 | Golden State Wealth Management LLC | 2,102 | $203K | 0.0% | +73.4% | 0.015% | |
4/18/2025 | Financial Freedom LLC | 13,545 | $1.31M | 0.8% | -29.8% | 0.099% | |
4/14/2025 | Farther Finance Advisors LLC | 22,931 | $2.22M | 0.1% | +164.0% | 0.168% | |
2/18/2025 | Novak & Powell Financial Services Inc. | 21,629 | $2.06M | 1.2% | N/A | 0.188% | |
2/18/2025 | Novem Group | 106,979 | $10.17M | 1.5% | N/A | 0.928% | |
2/17/2025 | Evensky & Katz LLC | 50,474 | $4.80M | 0.3% | +28.0% | 0.438% | |
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2/17/2025 | Baird Financial Group Inc. | 29,226 | $2.78M | 0.0% | +0.8% | 0.253% | |
2/17/2025 | BNP Paribas | 9,423 | $896K | 0.0% | -1.3% | 0.082% | |
2/17/2025 | Ameriprise Financial Inc. | 21,813 | $2.07M | 0.0% | -20.1% | 0.189% | |
2/14/2025 | Integrated Wealth Concepts LLC | 38,153 | $3.63M | 0.0% | +71.6% | 0.331% | |
2/13/2025 | Keystone Financial Group | 2,830 | $269K | 0.0% | N/A | 0.025% | |
2/12/2025 | OLD Mission Capital LLC | 12,268 | $1.17M | 0.0% | N/A | 0.106% | |
2/12/2025 | JPMorgan Chase & Co. | 35,645 | $3.39M | 0.0% | +3.6% | 0.309% | |
2/11/2025 | CoreFirst Bank & Trust | 329 | $31K | 0.0% | N/A | 0.003% | |
2/10/2025 | Farther Finance Advisors LLC | 8,687 | $826K | 0.0% | -2.6% | 0.075% | |
2/6/2025 | One Capital Management LLC | 26,483 | $2.52M | 0.1% | N/A | 0.230% | |
2/6/2025 | Jones Financial Companies Lllp | 49,457 | $4.70M | 0.0% | +4.1% | 0.429% | |
1/29/2025 | Kickstand Ventures LLC. | 3,011 | $286K | 0.1% | -4.2% | 0.026% | |
1/28/2025 | Moloney Securities Asset Management LLC | 3,291 | $313K | 0.0% | N/A | 0.029% | |
1/28/2025 | Golden State Wealth Management LLC | 1,212 | $115K | 0.0% | N/A | 0.011% | |
1/23/2025 | Strategic Blueprint LLC | 7,820 | $744K | 0.0% | +62.3% | 0.068% | |
1/16/2025 | Financial Freedom LLC | 19,288 | $1.83M | 1.0% | -1.8% | 0.167% | |
1/13/2025 | Tsfg LLC | 259 | $25K | 0.0% | -90.4% | 0.002% | |
1/10/2025 | Graypoint LLC | 15,368 | $1.46M | 0.1% | -60.2% | 0.133% | |
12/26/2024 | JPMorgan Chase & Co. | 34,394 | $3.42M | 0.0% | -66.3% | 0.298% | |
11/15/2024 | Integrated Wealth Concepts LLC | 22,235 | $2.21M | 0.0% | +156.0% | 0.193% | |
11/14/2024 | BNP Paribas | 9,545 | $949K | 0.0% | -4.1% | 0.083% | |
11/13/2024 | Private Trust Co. NA | 1,085 | $108K | 0.0% | +146.6% | 0.009% | |
11/13/2024 | Fisher Asset Management LLC | 3,239 | $322K | 0.0% | -28.7% | 0.028% | |
11/4/2024 | Migdal Insurance & Financial Holdings Ltd. | 909,903 | $90.49M | 1.5% | +52.2% | 7.892% | |
10/31/2024 | Graypoint LLC | 38,660 | $3.85M | 0.2% | +7.2% | 0.335% | |
10/29/2024 | Financial Freedom LLC | 19,634 | $1.95M | 1.0% | +8.1% | 0.170% | |
10/29/2024 | Farther Finance Advisors LLC | 8,919 | $887K | 0.0% | +531.7% | 0.077% | |
10/25/2024 | Strategic Blueprint LLC | 4,819 | $479K | 0.0% | -6.4% | 0.042% | |
10/16/2024 | Tsfg LLC | 2,703 | $269K | 0.1% | +5.2% | 0.023% | |
10/8/2024 | Evensky & Katz LLC | 39,440 | $3.92M | 0.3% | +20.3% | 0.342% | |
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7/31/2024 | Graypoint LLC | 36,057 | $3.43M | 0.2% | +4.2% | 0.313% | |
7/27/2024 | Strategic Blueprint LLC | 5,149 | $490K | 0.0% | -18.3% | 0.045% | |
7/26/2024 | Evensky & Katz LLC | 32,774 | $3.12M | 0.2% | +63.0% | 0.284% | |
7/16/2024 | Tsfg LLC | 2,569 | $244K | 0.1% | -81.7% | 0.022% | |
7/16/2024 | Bangor Savings Bank | 355 | $34K | 0.0% | -24.8% | 0.003% | |
5/17/2024 | Comerica Bank | 5,517 | $530K | 0.0% | +101.0% | 0.048% | |
5/15/2024 | Beck Capital Management LLC | 19,401 | $1.86M | 0.5% | -6.7% | 0.168% | |
5/2/2024 | Graypoint LLC | 34,608 | $3.32M | 0.2% | N/A | 0.298% | |
5/2/2024 | BNP Paribas | 8,903 | $855K | 0.0% | N/A | 0.077% | |
4/24/2024 | Financial Freedom LLC | 17,629 | $1.69M | 1.0% | -0.8% | 0.152% | |
4/23/2024 | Strategic Blueprint LLC | 6,300 | $605K | 0.0% | -4.5% | 0.054% | |
4/16/2024 | Tsfg LLC | 14,027 | $1.35M | 0.3% | +1,414.8% | 0.170% | |
4/15/2024 | Future Financial Wealth Managment LLC | 400 | $38K | 0.0% | N/A | 0.005% | |
4/8/2024 | Evensky & Katz LLC | 20,104 | $1.93M | 0.1% | +72.1% | 0.244% | |
3/5/2024 | Fisher Asset Management LLC | 3,436 | $334K | 0.0% | -66.0% | 0.042% | |
2/9/2024 | Tidemark LLC | 868 | $84K | 0.1% | N/A | 0.011% | |
2/8/2024 | Kickstand Ventures LLC. | 7,587 | $738K | 0.2% | +174.6% | 0.092% | |
2/6/2024 | Fisher Asset Management LLC | 3,436 | $334K | 0.0% | -66.0% | 0.042% | |
2/5/2024 | Triumph Capital Management | 4,098 | $400K | 0.2% | -6.1% | 0.050% | |
1/25/2024 | Strategic Blueprint LLC | 6,595 | $641K | 0.1% | +150.8% | 0.080% | |
1/24/2024 | Financial Freedom LLC | 17,778 | $1.73M | 1.1% | -4.5% | 0.216% | |
1/24/2024 | Tsfg LLC | 926 | $90K | 0.0% | N/A | 0.011% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 300 | $29K | 0.0% | N/A | 0.004% | |
1/23/2024 | Capital Planning LLC | 3,063 | $299K | 0.1% | -70.6% | 0.037% | |
1/16/2024 | Valicenti Advisory Services Inc. | 8,467 | $824K | 0.3% | -9.0% | 0.103% | |
1/16/2024 | Bangor Savings Bank | 502 | $49K | 0.0% | -66.2% | 0.006% | |
11/13/2023 | Financial Engines Advisors L.L.C. | 3,894 | $355K | 0.0% | -78.6% | 0.047% | |
11/6/2023 | Financial Freedom LLC | 18,623 | $1.70M | 1.2% | N/A | 0.226% | |
10/31/2023 | Triumph Capital Management | 4,366 | $398K | 0.2% | +6.7% | 0.053% | |
10/23/2023 | Capital Planning LLC | 10,415 | $949K | 0.4% | +217.0% | 0.127% | |
10/18/2023 | Strategic Blueprint LLC | 2,630 | $240K | 0.0% | -19.0% | 0.032% | |
10/10/2023 | Evensky & Katz LLC | 5,395 | $492K | 0.0% | -91.3% | 0.066% | |
8/11/2023 | Baird Financial Group Inc. | 24,491 | $2.32M | 0.0% | -4.4% | 0.298% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 18,215 | $1.73M | 0.0% | -55.3% | 0.221% | |
8/3/2023 | Triumph Capital Management | 4,091 | $388K | 0.2% | -18.2% | 0.055% | |
8/1/2023 | RiverFront Investment Group LLC | 9,245 | $877K | 0.0% | -30.6% | 0.125% | |
7/28/2023 | Private Trust Co. NA | 473 | $45K | 0.0% | -64.0% | 0.006% | |
7/24/2023 | Evensky & Katz LLC | 61,882 | $5.87M | 0.4% | +15.0% | 0.839% | |
7/14/2023 | Capital Planning LLC | 3,285 | $312K | 0.1% | N/A | 0.045% | |
7/7/2023 | Bangor Savings Bank | 1,579 | $150K | 0.0% | -19.0% | 0.021% | |
5/8/2023 | Triumph Capital Management | 5,003 | $481K | 0.2% | -8.9% | 0.059% | |
5/3/2023 | Integrated Wealth Concepts LLC | 4,058 | $390K | 0.0% | +17.5% | 0.048% | |
4/20/2023 | Evensky & Katz LLC | 53,801 | $5.18M | 0.4% | +172.2% | 0.631% | |
4/20/2023 | Valicenti Advisory Services Inc. | 9,457 | $910K | 0.3% | -4.8% | 0.111% | |
4/12/2023 | Private Trust Co. NA | 1,315 | $127K | 0.0% | -73.3% | 0.015% | |
4/6/2023 | Bangor Savings Bank | 1,949 | $187K | 0.0% | -20.8% | 0.023% | |
3/6/2023 | OLD Mission Capital LLC | 2,874 | $267K | 0.0% | N/A | 0.034% | |
2/13/2023 | Integrated Wealth Concepts LLC | 3,454 | $321K | 0.0% | N/A | 0.039% | |
2/9/2023 | Dorsey & Whitney Trust CO LLC | 4,003 | $372K | 0.0% | N/A | 0.045% | |
2/3/2023 | Fisher Asset Management LLC | 3,363 | $313K | 0.0% | -16.5% | 0.038% | |
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2/2/2023 | Congress Wealth Management LLC DE | 8,192 | $762K | 0.0% | +40.3% | 0.092% | |
1/31/2023 | Triumph Capital Management | 5,494 | $513K | 0.3% | +6.0% | 0.062% | |
1/27/2023 | Capital Planning LLC | 22,106 | $2.06M | 0.9% | N/A | 0.248% | |
1/26/2023 | Strategic Blueprint LLC | 4,385 | $408K | 0.0% | -7.1% | 0.049% | |
1/26/2023 | First National Corp MA ADV | 15,213 | $1.42M | 0.3% | N/A | 0.170% | |
1/24/2023 | WealthOne LLC | 86,836 | $8.08M | 3.3% | -7.4% | 0.946% | |
1/20/2023 | Miracle Mile Advisors LLC | 13,370 | $1.24M | 0.0% | -27.4% | 0.146% | |
1/18/2023 | Private Trust Co. NA | 4,925 | $458K | 0.1% | N/A | 0.052% | |
1/17/2023 | Valicenti Advisory Services Inc. | 9,931 | $924K | 0.3% | -7.1% | 0.105% | |
1/12/2023 | Evensky & Katz LLC | 19,764 | $1.84M | 0.2% | +7.4% | 0.204% | |