5/2/2025 | Dakota Wealth Management | 7,970 | $506K | 0.0% | -12.1% | 0.221% | |
4/29/2025 | Envestnet Asset Management Inc. | 18,436 | $1.17M | 0.0% | -6.4% | 0.512% | |
4/25/2025 | Hills Bank & Trust Co | 5,217 | $331K | 0.0% | -15.5% | 0.145% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 4,419 | $280K | 0.0% | -16.8% | 0.123% | |
4/17/2025 | Janney Montgomery Scott LLC | 5,424 | $344K | 0.0% | +12.5% | 0.151% | |
4/17/2025 | Pacific Sun Financial Corp | 6,043 | $383K | 0.2% | -4.0% | 0.168% | |
4/17/2025 | Massachusetts Wealth Management | 18,204 | $1.16M | 0.8% | -1.1% | 0.506% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 7,242 | $459K | 0.0% | +78.1% | 0.201% | |
4/15/2025 | Signet Financial Management LLC | 4,187 | $266K | 0.0% | -4.0% | 0.116% | |
4/14/2025 | Farther Finance Advisors LLC | 8,616 | $535K | 0.0% | +256.8% | 0.239% | |
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4/8/2025 | Beese Fulmer Investment Management Inc. | 3,400 | $216K | 0.0% | N/A | 0.094% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 4,066 | $271K | 0.0% | +10.6% | 0.111% | |
2/17/2025 | Two Sigma Investments LP | 4,100 | $273K | 0.0% | -33.9% | 0.101% | |
2/17/2025 | Cetera Investment Advisers | 23,110 | $1.54M | 0.0% | -2.3% | 0.572% | |
2/17/2025 | Citadel Advisors LLC | 8,551 | $569K | 0.0% | N/A | 0.212% | |
2/17/2025 | Bank of America Corp DE | 68,973 | $4.59M | 0.0% | +3.2% | 1.707% | |
2/14/2025 | Gerber Kawasaki Wealth & Investment Management | 223,568 | $14.87M | 0.6% | +3.0% | 5.534% | |
2/14/2025 | Capital Analysts LLC | 1,715 | $114K | 0.0% | +55.9% | 0.042% | |
2/14/2025 | IHT Wealth Management LLC | 11,200 | $745K | 0.0% | -7.6% | 0.277% | |
2/14/2025 | Stifel Financial Corp | 11,608 | $772K | 0.0% | -11.2% | 0.287% | |
2/14/2025 | GeoWealth Management LLC | 10,246 | $682K | 0.0% | -18.5% | 0.254% | |
2/13/2025 | CreativeOne Wealth LLC | 22,365 | $1.49M | 0.0% | -18.6% | 0.554% | |
2/13/2025 | Raymond James Financial Inc. | 18,878 | $1.26M | 0.0% | N/A | 0.467% | |
2/13/2025 | Bank of Montreal Can | 730 | $49K | 0.0% | -78.9% | 0.018% | |
2/13/2025 | Envestnet Asset Management Inc. | 19,694 | $1.31M | 0.0% | -6.0% | 0.487% | |
2/13/2025 | Wells Fargo & Company MN | 74,304 | $4.94M | 0.0% | -1.7% | 1.839% | |
2/12/2025 | JPMorgan Chase & Co. | 650 | $43K | 0.0% | +30.0% | 0.016% | |
2/12/2025 | Penobscot Investment Management Company Inc. | 19,450 | $1.29M | 0.1% | +2.4% | 0.481% | |
2/11/2025 | LPL Financial LLC | 92,105 | $6.13M | 0.0% | +1.7% | 2.280% | |
2/11/2025 | Millstone Evans Group LLC | 958 | $64K | 0.0% | N/A | 0.024% | |
2/11/2025 | Investment House LLC | 7,980 | $531K | 0.0% | +4.5% | 0.198% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 5,313 | $353K | 0.0% | -5.6% | 0.132% | |
2/10/2025 | Commonwealth Equity Services LLC | 26,002 | $1.73M | 0.0% | +16.9% | 0.644% | |
2/10/2025 | Farther Finance Advisors LLC | 2,415 | $161K | 0.0% | N/A | 0.060% | |
2/6/2025 | One Capital Management LLC | 24,139 | $1.61M | 0.1% | -0.9% | 0.598% | |
2/6/2025 | Raymond James Financial Inc. | 18,878 | $1.26M | 0.0% | N/A | 0.467% | |
2/6/2025 | Jones Financial Companies Lllp | 2,315 | $154K | 0.0% | +52.9% | 0.057% | |
2/3/2025 | Pacific Sun Financial Corp | 6,293 | $419K | 0.2% | -7.0% | 0.156% | |
1/30/2025 | Newman Dignan & Sheerar Inc. | 10,872 | $723K | 0.2% | -4.8% | 0.269% | |
1/27/2025 | Massachusetts Wealth Management | 18,414 | $1.23M | 0.8% | +1.3% | 0.456% | |
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1/21/2025 | Archford Capital Strategies LLC | 4,596 | $306K | 0.0% | -13.5% | 0.114% | |
1/21/2025 | Flagship Harbor Advisors LLC | 5,100 | $339K | 0.0% | -37.4% | 0.126% | |
1/17/2025 | Dakota Wealth Management | 9,070 | $603K | 0.0% | -2.2% | 0.225% | |
11/15/2024 | MML Investors Services LLC | 3,621 | $253K | 0.0% | -8.8% | 0.090% | |
11/15/2024 | Jane Street Group LLC | 4,221 | $295K | 0.0% | N/A | 0.104% | |
11/15/2024 | Stifel Financial Corp | 13,065 | $912K | 0.0% | -1.7% | 0.323% | |
11/15/2024 | IHT Wealth Management LLC | 12,124 | $847K | 0.0% | +14.7% | 0.300% | |
11/15/2024 | HighTower Advisors LLC | 7,101 | $494K | 0.0% | +64.1% | 0.176% | |
11/14/2024 | Captrust Financial Advisors | 3,107 | $217K | 0.0% | -28.3% | 0.077% | |
11/14/2024 | CreativeOne Wealth LLC | 27,492 | $1.92M | 0.1% | -21.1% | 0.680% | |
11/13/2024 | FMR LLC | 792 | $55K | 0.0% | -17.7% | 0.020% | |
11/8/2024 | Howe & Rusling Inc. | 440 | $31K | 0.0% | N/A | 0.011% | |
11/8/2024 | Banque Cantonale Vaudoise | 3,730 | $260K | 0.0% | -24.4% | 0.092% | |
11/2/2024 | Covestor Ltd | 670 | $47K | 0.0% | -29.3% | 0.017% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 5,630 | $393K | 0.0% | +5.6% | 0.139% | |
10/28/2024 | Hills Bank & Trust Co | 6,211 | $434K | 0.0% | -7.4% | 0.154% | |
10/28/2024 | US Bancorp DE | 16,500 | $1.15M | 0.0% | -1.8% | 0.408% | |
10/25/2024 | Strategic Blueprint LLC | 3,196 | $223K | 0.0% | -32.0% | 0.079% | |
10/23/2024 | Massachusetts Wealth Management | 18,184 | $1.27M | 0.8% | +7.3% | 0.450% | |
10/23/2024 | Dakota Wealth Management | 9,270 | $647K | 0.0% | -11.5% | 0.229% | |
10/10/2024 | Carnegie Investment Counsel | 2,916 | $204K | 0.0% | N/A | 0.072% | |
10/9/2024 | Pacific Sun Financial Corp | 6,768 | $473K | 0.3% | -3.2% | 0.168% | |
8/22/2024 | Cetera Investment Advisers | 27,893 | $1.81M | 0.0% | +2.1% | 0.690% | |
8/9/2024 | One Capital Management LLC | 25,402 | $1.65M | 0.1% | +31.9% | 0.629% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 400 | $26K | 0.0% | N/A | 0.010% | |
8/1/2024 | Massachusetts Wealth Management | 16,944 | $1.10M | 0.7% | +15.3% | 0.419% | |
7/31/2024 | Banque Cantonale Vaudoise | 4,934 | $320K | 0.0% | -4.8% | 0.122% | |
7/29/2024 | UMB Bank n.a. | 480 | $31K | 0.0% | N/A | 0.012% | |
7/25/2024 | Institute for Wealth Management LLC. | 20,784 | $1.35M | 0.2% | -0.7% | 0.514% | |
7/22/2024 | Investment House LLC | 7,635 | $495K | 0.0% | +6.3% | 0.189% | |
7/19/2024 | Pacific Sun Financial Corp | 6,993 | $453K | 0.3% | -3.6% | 0.173% | |
7/17/2024 | Archford Capital Strategies LLC | 5,508 | $357K | 0.1% | N/A | 0.136% | |
7/16/2024 | GPS Wealth Strategies Group LLC | 465 | $30K | 0.0% | N/A | 0.012% | |
7/15/2024 | Newman Dignan & Sheerar Inc. | 10,922 | $708K | 0.2% | -3.2% | 0.270% | |
7/12/2024 | Webster Bank N. A. | 1,670 | $108K | 0.0% | -8.5% | 0.041% | |
5/24/2024 | Cetera Advisors LLC | 5,066 | $328K | 0.0% | N/A | 0.125% | |
5/24/2024 | Cetera Investment Advisers | 27,332 | $1.77M | 0.0% | +109.3% | 0.677% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 3,588 | $232K | 0.0% | N/A | 0.089% | |
5/14/2024 | CreativeOne Wealth LLC | 40,351 | $2.61M | 0.1% | +45.2% | 1.065% | |
5/11/2024 | Covestor Ltd | 955 | $62K | 0.0% | +24.2% | 0.025% | |
5/8/2024 | US Bancorp DE | 16,800 | $1.09M | 0.0% | +1.8% | 0.443% | |
4/30/2024 | Commonwealth Equity Services LLC | 13,862 | $897K | 0.0% | +1.9% | 0.366% | |
4/29/2024 | Newman Dignan & Sheerar Inc. | 11,282 | $730K | 0.2% | -11.1% | 0.298% | |
4/26/2024 | YHB Investment Advisors Inc. | 24,606 | $1.59M | 0.1% | +8.1% | 0.648% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 18,967 | $1.23M | 0.0% | +12.6% | 0.499% | |
4/19/2024 | Massachusetts Wealth Management | 14,699 | $951K | 0.7% | +20.6% | 0.387% | |
4/16/2024 | Webster Bank N. A. | 1,825 | $118K | 0.0% | -44.6% | 0.048% | |
4/10/2024 | Banque Cantonale Vaudoise | 5,184 | $335K | 0.0% | +39.0% | 0.131% | |
2/9/2024 | Abbot Financial Management Inc. | 15,000 | $988K | 0.6% | -2.0% | 0.378% | |
2/9/2024 | CreativeOne Wealth LLC | 27,787 | $1.83M | 0.1% | +9.0% | 0.700% | |
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2/8/2024 | Pacific Sun Financial Corp | 7,518 | $495K | 0.3% | -6.6% | 0.189% | |
2/7/2024 | One Capital Management LLC | 19,799 | $1.30M | 0.1% | N/A | 0.499% | |
2/7/2024 | Wharton Business Group LLC | 3,746 | $247K | 0.0% | -13.8% | 0.094% | |
2/6/2024 | Axxcess Wealth Management LLC | 5,342 | $352K | 0.0% | N/A | 0.135% | |
2/6/2024 | M&T Bank Corp | 8,750 | $576K | 0.0% | -14.4% | 0.220% | |
2/5/2024 | Penobscot Investment Management Company Inc. | 11,150 | $734K | 0.1% | +13.2% | 0.281% | |
1/30/2024 | Signet Financial Management LLC | 4,581 | $302K | 0.0% | -9.6% | 0.115% | |
1/29/2024 | YHB Investment Advisors Inc. | 22,755 | $1.50M | 0.1% | +0.9% | 0.573% | |
1/29/2024 | NewEdge Wealth LLC | 15,064 | $992K | 0.0% | N/A | 0.379% | |
1/25/2024 | Massachusetts Wealth Management | 12,190 | $803K | 0.6% | +35.6% | 0.307% | |