4/25/2024 | Lodestar Private Asset Management LLC | 14,805 | $689K | 0.1% | -3.7% | 0.166% | |
4/18/2024 | Bridgewealth Advisory Group LLC | 169,454 | $7.89M | 3.9% | +97.4% | 1.906% | |
4/18/2024 | Park Place Capital Corp | 3,785 | $176K | 0.1% | +12.1% | 0.043% | |
4/16/2024 | Norway Savings Bank | 67,939 | $3.16M | 1.3% | +29.6% | 0.764% | |
4/16/2024 | Transform Wealth LLC | 107,617 | $5.01M | 0.5% | +1.7% | 1.211% | |
4/10/2024 | LexAurum Advisors LLC | 16,122 | $750K | 0.2% | +5.0% | 0.181% | |
|
4/9/2024 | Lowe Wealth Advisors LLC | 26,315 | $1.22M | 0.6% | +1.6% | 0.471% | |
2/29/2024 | Tortoise Investment Management LLC | 25,185 | $1.17M | 0.2% | -2.7% | 0.451% | |
2/28/2024 | EP Wealth Advisors LLC | 879,237 | $40.93M | 0.5% | +8.5% | 15.729% | |
2/13/2024 | Platform Technology Partners | 69,670 | $3.23M | 1.3% | +154.3% | 1.246% | |
2/12/2024 | Tradition Wealth Management LLC | 252,899 | $11.77M | 1.3% | +18.2% | 4.524% | |
2/12/2024 | 5th Street Advisors LLC | 379,843 | $17.68M | 10.9% | -2.6% | 6.795% | |
2/12/2024 | Stifel Financial Corp | 123,822 | $5.76M | 0.0% | N/A | 2.215% | |
2/9/2024 | Milestone Investment Advisors LLC | 30,147 | $1.40M | 0.4% | +39.7% | 0.539% | |
2/9/2024 | D.A. Davidson & CO. | 44,075 | $2.05M | 0.0% | -1.0% | 0.788% | |
2/8/2024 | Tortoise Investment Management LLC | 25,185 | $1.17M | 0.2% | -2.7% | 0.451% | |
2/7/2024 | Roof Eidam Maycock Peralta LLC | 348,952 | $16.24M | 4.9% | +0.7% | 6.242% | |
2/6/2024 | Noesis Capital Mangement Corp | 73,250 | $3.41M | 0.8% | -2.1% | 1.310% | |
2/5/2024 | First Ascent Asset Management LLC | 24,920 | $1.16M | 0.1% | +6.7% | 0.446% | |
2/5/2024 | Bridgewealth Advisory Group LLC | 85,831 | $4.00M | 3.1% | N/A | 1.535% | |
2/5/2024 | Sargent Investment Group LLC | 7,265 | $338K | 0.1% | -17.2% | 0.130% | |
2/1/2024 | CWM LLC | 14,165 | $659K | 0.0% | N/A | 0.253% | |
1/31/2024 | Beam Wealth Advisors Inc. | 29,863 | $1.39M | 0.9% | -16.8% | 0.534% | |
1/30/2024 | Scissortail Wealth Management LLC | 27,924 | $1.30M | 0.4% | N/A | 0.500% | |
1/29/2024 | Lodestar Private Asset Management LLC | 15,372 | $716K | 0.1% | -11.6% | 0.275% | |
1/24/2024 | Park Place Capital Corp | 3,375 | $157K | 0.1% | -34.1% | 0.060% | |
1/23/2024 | StrategIQ Financial Group LLC | 78,188 | $3.64M | 0.4% | +33.5% | 1.399% | |
1/23/2024 | FAS Wealth Partners Inc. | 23,580 | $1.10M | 0.1% | +1.1% | 0.422% | |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 7,878 | $367K | 0.1% | N/A | 0.141% | |
1/12/2024 | Norway Savings Bank | 52,403 | $2.44M | 1.1% | +23.1% | 0.937% | |
1/12/2024 | SkyOak Wealth LLC | 28,901 | $1.35M | 0.4% | N/A | 0.517% | |
1/11/2024 | Ausdal Financial Partners Inc. | 25,388 | $1.18M | 0.1% | -23.9% | 0.454% | |
1/11/2024 | LexAurum Advisors LLC | 15,359 | $715K | 0.2% | +55.0% | 0.275% | |
1/5/2024 | Lowe Wealth Advisors LLC | 25,890 | $1.21M | 0.6% | +4.8% | 0.463% | |
11/24/2023 | EP Wealth Advisors LLC | 810,559 | $36.77M | 0.6% | +6,227.1% | 14.500% | |
11/13/2023 | Clearstead Advisors LLC | 1,288 | $58K | 0.0% | N/A | 0.023% | |
11/8/2023 | Ausdal Financial Partners Inc. | 33,351 | $1.51M | 0.2% | +11.6% | 0.597% | |
11/8/2023 | HighTower Advisors LLC | 303,215 | $13.75M | 0.0% | +16.1% | 5.424% | |
11/8/2023 | Platform Technology Partners | 27,394 | $1.24M | 0.6% | +4.4% | 0.490% | |
11/8/2023 | D.A. Davidson & CO. | 44,523 | $2.02M | 0.0% | +9.3% | 0.796% | |
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11/8/2023 | First Ascent Asset Management LLC | 23,366 | $1.06M | 0.1% | -12.0% | 0.418% | |
11/7/2023 | Madison Wealth Management | 17,538 | $796K | 0.2% | +32.5% | 0.314% | |
11/7/2023 | Clearstead Advisors LLC | 1,288 | $58K | 0.0% | N/A | 0.023% | |
11/4/2023 | Noesis Capital Mangement Corp | 74,820 | $3.39M | 0.9% | -22.6% | 1.338% | |
11/3/2023 | Tobias Financial Advisors Inc. | 73,404 | $3.33M | 0.9% | -13.9% | 1.313% | |
10/31/2023 | 5th Street Advisors LLC | 389,987 | $17.69M | 11.7% | N/A | 6.977% | |
10/31/2023 | Lodestar Private Asset Management LLC | 17,380 | $788K | 0.1% | +47.8% | 0.311% | |
10/26/2023 | Beam Wealth Advisors Inc. | 35,903 | $1.63M | 1.2% | -8.7% | 0.642% | |
10/26/2023 | Pennsylvania Capital Management Inc. ADV | 7,269 | $330K | 0.1% | -11.8% | 0.130% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 5,207 | $236K | 0.0% | -16.5% | 0.093% | |
10/23/2023 | FAS Wealth Partners Inc. | 23,318 | $1.06M | 0.1% | +1.0% | 0.417% | |
10/23/2023 | Commonwealth Equity Services LLC | 166,994 | $7.58M | 0.0% | +3.4% | 2.987% | |
10/23/2023 | Lowe Wealth Advisors LLC | 24,695 | $1.12M | 0.6% | +8.8% | 0.442% | |
10/19/2023 | Roof Eidam Maycock Peralta LLC | 346,570 | $15.72M | 5.2% | +15.0% | 6.200% | |
10/17/2023 | Park Place Capital Corp | 5,124 | $232K | 0.1% | -9.7% | 0.092% | |
10/16/2023 | LexAurum Advisors LLC | 9,906 | $449K | 0.1% | N/A | 0.177% | |
10/11/2023 | Transform Wealth LLC | 106,134 | $4.81M | 0.5% | +1.5% | 1.899% | |
8/11/2023 | D.A. Davidson & CO. | 40,728 | $1.87M | 0.0% | +10.2% | 0.729% | |
8/10/2023 | Osaic Holdings Inc. | 116,974 | $5.35M | 0.0% | -13.6% | 2.093% | |
8/10/2023 | Commonwealth Equity Services LLC | 161,535 | $7.40M | 0.0% | +4.8% | 2.890% | |
8/10/2023 | Pacific Center for Financial Services | 618 | $28K | 0.0% | N/A | 0.011% | |
8/8/2023 | FAS Wealth Partners Inc. | 23,085 | $1.06M | 0.1% | +1.0% | 0.413% | |
8/7/2023 | Tortoise Investment Management LLC | 24,990 | $1.15M | 0.2% | -12.2% | 0.447% | |
8/3/2023 | Tobias Financial Advisors Inc. | 85,244 | $3.90M | 1.1% | -12.5% | 1.525% | |
8/2/2023 | Milestone Investment Advisors LLC | 21,507 | $985K | 0.3% | N/A | 0.385% | |
8/1/2023 | First Ascent Asset Management LLC | 26,559 | $1.22M | 0.2% | +73.2% | 0.475% | |
8/1/2023 | USAdvisors Wealth Management LLC | 10,372 | $475K | 0.2% | -3.7% | 0.186% | |
8/1/2023 | Roof Eidam Maycock Peralta LLC | 301,440 | $13.81M | 4.6% | N/A | 5.392% | |
7/31/2023 | Ausdal Financial Partners Inc. | 29,881 | $1.37M | 0.2% | N/A | 0.535% | |
7/31/2023 | Noesis Capital Mangement Corp | 96,671 | $4.43M | 1.1% | +3.7% | 1.729% | |
7/27/2023 | Lodestar Private Asset Management LLC | 11,762 | $539K | 0.1% | -29.3% | 0.210% | |
7/26/2023 | Beam Wealth Advisors Inc. | 39,320 | $1.80M | 1.3% | +1.0% | 0.900% | |
7/25/2023 | Lodestone Wealth Management LLC | 21,535 | $986K | 0.7% | -5.6% | 0.493% | |
7/18/2023 | Pennsylvania Capital Management Inc. ADV | 8,239 | $377K | 0.2% | N/A | 0.189% | |
7/18/2023 | StrategIQ Financial Group LLC | 31,594 | $1.45M | 0.2% | N/A | 0.723% | |
7/14/2023 | Transform Wealth LLC | 104,534 | $4.79M | 0.4% | +1.0% | 2.392% | |
7/12/2023 | Collective Family Office LLC | 4,438 | $203K | 0.1% | -39.6% | 0.102% | |
7/12/2023 | Platform Technology Partners | 26,239 | $1.20M | 0.6% | +12.4% | 0.600% | |
7/11/2023 | Norway Savings Bank | 37,147 | $1.70M | 0.9% | +20.3% | 0.850% | |
7/7/2023 | Lowe Wealth Advisors LLC | 22,695 | $1.04M | 0.5% | +28.3% | 0.519% | |
6/5/2023 | EP Wealth Advisors LLC | 113,859 | $5.73M | 0.1% | N/A | 2.605% | |
5/12/2023 | WMS Partners LLC | 810,282 | $37.50M | 3.3% | +33.0% | 18.542% | |
5/12/2023 | Tradition Wealth Management LLC | 246,884 | $11.43M | 1.4% | +1.5% | 5.650% | |
5/12/2023 | HighTower Advisors LLC | 253,497 | $11.73M | 0.0% | -10.4% | 5.801% | |
5/11/2023 | FAS Wealth Partners Inc. | 22,856 | $1.06M | 0.1% | +1.0% | 0.523% | |
5/11/2023 | Commonwealth Equity Services LLC | 154,181 | $7.14M | 0.0% | +9.9% | 3.528% | |
5/10/2023 | Cerro Pacific Wealth Advisors LLC | 4,940 | $229K | 0.1% | -92.6% | 0.113% | |
5/10/2023 | First Ascent Asset Management LLC | 15,334 | $710K | 0.1% | +49.6% | 0.351% | |
5/9/2023 | Nelson Capital Management LLC | 5,950 | $275K | 0.1% | -11.5% | 0.136% | |
5/9/2023 | Tortoise Investment Management LLC | 28,452 | $1.32M | 0.2% | -16.8% | 0.651% | |
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5/8/2023 | Madison Wealth Management | 13,285 | $615K | 0.1% | +37.2% | 0.304% | |
5/8/2023 | Noesis Capital Mangement Corp | 93,266 | $4.32M | 1.1% | +6.7% | 2.134% | |
5/8/2023 | Global Retirement Partners LLC | 590 | $27K | 0.0% | N/A | 0.014% | |
5/3/2023 | Axxcess Wealth Management LLC | 20,595 | $953K | 0.1% | +6.2% | 0.471% | |
5/2/2023 | Sargent Investment Group LLC | 8,895 | $411K | 0.1% | -30.9% | 0.204% | |
5/2/2023 | Park Place Capital Corp | 5,537 | $256K | 0.1% | +30.6% | 0.127% | |
4/26/2023 | Beam Wealth Advisors Inc. | 38,929 | $1.80M | 1.8% | +1.0% | 0.891% | |
4/25/2023 | Lodestar Private Asset Management LLC | 16,631 | $770K | 0.1% | -62.7% | 0.381% | |
4/25/2023 | D.A. Davidson & CO. | 36,954 | $1.71M | 0.0% | +13.0% | 0.846% | |
4/24/2023 | Tobias Financial Advisors Inc. | 97,443 | $4.51M | 1.3% | -19.3% | 2.230% | |