4/24/2024 | Premier Path Wealth Partners LLC | 53,040 | $2.43M | 0.5% | N/A | 0.890% | |
4/24/2024 | Landmark Wealth Management LLC | 118,259 | $5.43M | 2.5% | +5.5% | 1.984% | |
4/18/2024 | Panoramic Investment Advisors LLC | 14,050 | $645K | 0.5% | +57.9% | 0.386% | |
4/18/2024 | Congress Wealth Management LLC DE | 107,445 | $4.93M | 0.1% | -1.3% | 2.952% | |
4/17/2024 | Cornerstone Wealth Group LLC | 40,159 | $1.84M | 0.2% | +3.0% | 1.103% | |
4/16/2024 | Firethorn Wealth Partners LLC | 5,393 | $247K | 0.1% | N/A | 0.148% | |
|
4/16/2024 | Pasadena Private Wealth LLC | 5,168 | $237K | 0.1% | -10.3% | 0.142% | |
4/10/2024 | Aprio Wealth Management LLC | 73,356 | $3.37M | 0.7% | +19.8% | 2.015% | |
4/2/2024 | Cravens & Co Advisors LLC | 180,745 | $8.29M | 6.9% | +4.8% | 4.966% | |
4/2/2024 | Stonehearth Capital Management LLC | 5,954 | $273K | 0.1% | +5.5% | 0.164% | |
2/14/2024 | Waddell & Associates LLC | 184,382 | $8.53M | 1.1% | +126.8% | 5.065% | |
2/13/2024 | Essential Planning LLC. | 22,354 | $1.03M | 0.5% | +77.5% | 0.614% | |
2/12/2024 | Fortress Wealth Management Inc. | 8,690 | $402K | 0.2% | -54.5% | 0.239% | |
2/9/2024 | Congress Wealth Management LLC DE | 108,891 | $5.04M | 0.1% | -63.6% | 2.992% | |
2/9/2024 | Cravens & Co Advisors LLC | 172,488 | $7.98M | 6.9% | -2.1% | 4.739% | |
2/8/2024 | W.G. Shaheen & Associates DBA Whitney & Co | 388,516 | $17.97M | 2.3% | +7.3% | 10.674% | |
2/7/2024 | One Capital Management LLC | 248,665 | $11.50M | 0.5% | N/A | 6.831% | |
2/7/2024 | NBC Securities Inc. | 721 | $33K | 0.0% | -40.6% | 0.020% | |
2/6/2024 | National Bank of Canada FI | 10,420 | $480K | 0.0% | -4.8% | 0.286% | |
2/6/2024 | Aveo Capital Partners LLC | 15,805 | $731K | 0.1% | +2.9% | 0.434% | |
2/1/2024 | CWM LLC | 627,690 | $29.03M | 0.2% | +5.7% | 17.244% | |
1/31/2024 | Beaumont Financial Advisors LLC | 17,961 | $831K | 0.1% | +1.3% | 0.493% | |
1/29/2024 | Boothe Investment Group Inc. | 462,081 | $21.37M | 9.7% | -0.6% | 12.695% | |
1/29/2024 | ORG Partners LLC | 1,010 | $47K | 0.0% | -77.4% | 0.028% | |
1/29/2024 | Seascape Capital Management | 404,887 | $18.73M | 7.9% | +0.9% | 11.123% | |
1/26/2024 | Cerity Partners LLC | 314,558 | $14.55M | 0.0% | N/A | 8.642% | |
1/23/2024 | Panoramic Investment Advisors LLC | 8,900 | $412K | 0.4% | N/A | 0.245% | |
1/22/2024 | Landmark Wealth Management LLC | 112,050 | $5.18M | 2.6% | +4.7% | 3.078% | |
1/18/2024 | Pettinga Financial Advisors LLC | 12,215 | $565K | 0.2% | N/A | 0.336% | |
1/17/2024 | Aprio Wealth Management LLC | 61,243 | $2.83M | 0.6% | +9.7% | 1.683% | |
1/16/2024 | Raymond James & Associates | 13,505 | $625K | 0.0% | -3.2% | 0.371% | |
1/11/2024 | Stewardship Advisors LLC | 266,861 | $12.34M | 4.5% | -2.7% | 7.331% | |
1/11/2024 | Pasadena Private Wealth LLC | 5,761 | $266K | 0.1% | N/A | 0.158% | |
1/10/2024 | Sound Income Strategies LLC | 2,678 | $124K | 0.0% | N/A | 0.074% | |
1/9/2024 | Stonehearth Capital Management LLC | 5,642 | $261K | 0.1% | +8.3% | 0.155% | |
11/16/2023 | Cravens & Co Advisors LLC | 176,137 | $7.77M | 7.3% | +0.5% | 4.839% | |
11/15/2023 | Axxcess Wealth Management LLC | 11,139 | $491K | 0.0% | +7.6% | 0.306% | |
11/13/2023 | Envestnet Asset Management Inc. | 158,549 | $7.00M | 0.0% | +12.1% | 4.356% | |
11/9/2023 | Seascape Capital Management | 401,176 | $17.70M | 8.4% | +5.2% | 11.021% | |
11/9/2023 | Beaumont Capital Management LLC | 33,645 | $1.48M | 1.1% | +6.4% | 0.924% | |
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11/9/2023 | UBS Group AG | 139,726 | $6.17M | 0.0% | +9.0% | 3.839% | |
11/8/2023 | W.G. Shaheen & Associates DBA Whitney & Co | 362,182 | $15.98M | 2.4% | +1.3% | 9.950% | |
11/8/2023 | Essential Planning LLC. | 12,592 | $556K | 0.3% | +50.0% | 0.346% | |
11/8/2023 | Janney Montgomery Scott LLC | 4,823 | $213K | 0.0% | N/A | 0.133% | |
11/7/2023 | Waddell & Associates LLC | 81,298 | $3.59M | 0.5% | N/A | 2.233% | |
11/7/2023 | Atria Investments Inc | 24,381 | $1.08M | 0.0% | N/A | 0.670% | |
11/6/2023 | Aveo Capital Partners LLC | 15,357 | $678K | 0.1% | -65.7% | 0.422% | |
11/6/2023 | Sigma Planning Corp | 6,422 | $283K | 0.0% | N/A | 0.176% | |
11/4/2023 | NBC Securities Inc. | 1,214 | $53K | 0.0% | N/A | 0.033% | |
11/3/2023 | ORG Partners LLC | 4,477 | $198K | 0.1% | N/A | 0.123% | |
11/1/2023 | Beaumont Financial Advisors LLC | 17,727 | $782K | 0.1% | +4.6% | 0.487% | |
10/30/2023 | Boothe Investment Group Inc. | 464,794 | $20.51M | 10.3% | -27.4% | 12.769% | |
10/30/2023 | Congress Wealth Management LLC DE | 298,856 | $13.19M | 0.3% | +10.5% | 8.210% | |
10/24/2023 | Raymond James & Associates | 13,951 | $616K | 0.0% | +36.2% | 0.383% | |
10/18/2023 | Cornerstone Wealth Group LLC | 25,294 | $1.12M | 0.2% | +4.8% | 0.695% | |
10/13/2023 | Landmark Wealth Management LLC | 107,006 | $4.72M | 2.7% | +3.7% | 2.940% | |
10/11/2023 | CWM LLC | 593,943 | $26.21M | 0.2% | N/A | 16.317% | |
10/11/2023 | Stewardship Advisors LLC | 274,377 | $12.11M | 4.7% | +67.8% | 7.538% | |
10/10/2023 | Aprio Wealth Management LLC | 55,809 | $2.46M | 0.7% | N/A | 1.533% | |
8/14/2023 | W.G. Shaheen & Associates DBA Whitney & Co | 357,602 | $16.51M | 2.4% | +2.2% | 9.824% | |
8/10/2023 | Pinnacle Wealth Management LLC | 177,349 | $8.19M | 8.3% | N/A | 4.872% | |
8/8/2023 | Aveo Capital Partners LLC | 44,768 | $2.07M | 0.3% | -80.9% | 1.230% | |
8/4/2023 | Envestnet Asset Management Inc. | 141,449 | $6.53M | 0.0% | +289.6% | 4.623% | |
8/4/2023 | Seascape Capital Management | 381,510 | $17.62M | 8.3% | +42.8% | 12.468% | |
8/4/2023 | Clifford Swan Investment Counsel LLC | 8,600 | $397K | 0.0% | N/A | 0.281% | |
8/3/2023 | Beaumont Capital Management LLC | 31,632 | $1.46M | 1.0% | N/A | 1.034% | |
8/2/2023 | Cornerstone Wealth Group LLC | 24,135 | $1.12M | 0.2% | +3.5% | 0.789% | |
8/2/2023 | Beaumont Financial Advisors LLC | 16,947 | $783K | 0.1% | N/A | 0.554% | |
7/28/2023 | Cravens & Co Advisors LLC | 175,311 | $8.10M | 7.5% | +11.8% | 5.729% | |
7/26/2023 | Fortress Wealth Management Inc. | 19,002 | $878K | 0.6% | -26.9% | 0.621% | |
7/26/2023 | National Bank of Canada FI | 10,945 | $505K | 0.0% | -6.0% | 0.358% | |
7/17/2023 | Boothe Investment Group Inc. | 640,410 | $29.57M | 15.7% | +2.5% | 20.928% | |
7/14/2023 | Landmark Wealth Management LLC | 103,179 | $4.77M | 4.2% | +3.7% | 3.372% | |
7/13/2023 | Congress Wealth Management LLC DE | 270,436 | $12.49M | 0.3% | +14.5% | 8.838% | |
7/10/2023 | Stewardship Advisors LLC | 163,472 | $7.55M | 2.8% | +3.8% | 5.342% | |
5/26/2023 | Cravens & Co Advisors LLC | 156,862 | $7.33M | 6.8% | +38.9% | 5.126% | |
5/9/2023 | Essential Planning LLC. | 7,464 | $349K | 0.2% | N/A | 0.511% | |
5/5/2023 | Andesa Financial Management Inc. | 63,382 | $1.76M | 0.9% | +157.1% | 4.341% | |
5/4/2023 | Glassman Wealth Services | 897 | $42K | 0.0% | N/A | 0.061% | |
5/3/2023 | Aveo Capital Partners LLC | 233,816 | $10.92M | 1.5% | +65.5% | 16.015% | |
5/3/2023 | W.G. Shaheen & Associates DBA Whitney & Co | 349,902 | $16.34M | 2.6% | +182.0% | 23.966% | |
5/1/2023 | Seascape Capital Management | 267,082 | $12.47M | 6.4% | +58.3% | 18.293% | |
4/25/2023 | Cornerstone Wealth Group LLC | 23,312 | $1.09M | 0.2% | N/A | 1.597% | |
4/20/2023 | Fortress Wealth Management Inc. | 25,990 | $1.21M | 0.9% | -38.7% | 1.780% | |
4/17/2023 | Landmark Wealth Management LLC | 99,487 | $4.65M | 2.6% | +129.1% | 6.814% | |
4/14/2023 | Congress Wealth Management LLC DE | 236,253 | $11.03M | 0.3% | +12.5% | 16.182% | |
4/14/2023 | Raymond James & Associates | 10,325 | $482K | 0.0% | -8.3% | 0.707% | |
4/13/2023 | Boothe Investment Group Inc. | 624,634 | $29.17M | 15.5% | N/A | 42.783% | |
4/12/2023 | National Bank of Canada FI | 11,645 | $544K | 0.0% | N/A | 0.798% | |
4/12/2023 | Stewardship Advisors LLC | 157,474 | $7.35M | 2.8% | +2,184.9% | 10.786% | |
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4/4/2023 | Stonehearth Capital Management LLC | 5,314 | $248K | 0.1% | +12.2% | 0.364% | |
2/27/2023 | Cravens & Co Advisors LLC | 112,952 | $5.14M | 4.8% | N/A | 8.185% | |
2/8/2023 | Belpointe Asset Management LLC | 2,202 | $100K | 0.0% | N/A | 0.160% | |
2/8/2023 | Capital Analysts LLC | 560 | $25K | 0.0% | N/A | 0.041% | |
2/7/2023 | Envestnet Asset Management Inc. | 12,786 | $582K | 0.0% | N/A | 0.927% | |
2/3/2023 | Aveo Capital Partners LLC | 141,265 | $6.43M | 1.0% | +38.9% | 10.237% | |
2/3/2023 | W.G. Shaheen & Associates DBA Whitney & Co | 124,073 | $5.64M | 1.0% | N/A | 8.991% | |
2/2/2023 | Congress Wealth Management LLC DE | 210,012 | $9.55M | 0.2% | +0.3% | 15.218% | |
1/31/2023 | Seascape Capital Management | 168,731 | $7.68M | 4.2% | N/A | 12.227% | |
1/20/2023 | Landmark Wealth Management LLC | 43,417 | $1.98M | 1.4% | N/A | 3.240% | |