4/24/2024 | Simplicity Wealth LLC | 5,380 | $1.64M | 0.0% | N/A | 0.016% | |
4/24/2024 | Wells Trecaso Financial Group LLC | 5,992 | $1.83M | 0.6% | +100.4% | 0.018% | |
4/24/2024 | Gemmer Asset Management LLC | 1,206 | $368K | 0.0% | N/A | 0.004% | |
4/24/2024 | Essex Financial Services Inc. | 79,135 | $24.11M | 2.2% | +2.2% | 0.234% | |
4/23/2024 | Global Retirement Partners LLC | 2,488 | $758K | 0.0% | +41.1% | 0.007% | |
4/23/2024 | Wheelhouse Advisory Group LLC | 43,066 | $13.12M | 10.4% | +4.2% | 0.127% | |
|
4/23/2024 | Fifth Third Bancorp | 294 | $90K | 0.0% | -19.7% | 0.001% | |
4/23/2024 | Bluesphere Advisors LLC | 10,265 | $3.13M | 1.7% | +2.7% | 0.030% | |
4/23/2024 | Principle Wealth Partners LLC | 51,148 | $15.59M | 1.2% | +1.3% | 0.151% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 75,616 | $23.04M | 0.0% | -1.0% | 0.224% | |
4/22/2024 | Arista Wealth Management LLC | 44,199 | $13.47M | 10.3% | -16.4% | 0.131% | |
4/22/2024 | PFG Investments LLC | 1,394 | $425K | 0.0% | +14.5% | 0.004% | |
4/22/2024 | Raymond James & Associates | 24,710 | $7.53M | 0.0% | +5.9% | 0.073% | |
4/18/2024 | Verum Partners LLC | 15,284 | $4.66M | 1.7% | -21.5% | 0.045% | |
4/18/2024 | Colton Groome Financial Advisors LLC | 678 | $207K | 0.1% | N/A | 0.002% | |
4/18/2024 | Fifth Third Securities Inc. | 37,514 | $11.43M | 1.1% | -3.4% | 0.111% | |
4/18/2024 | Roberts Wealth Advisors LLC | 954 | $283K | 0.1% | N/A | 0.003% | |
4/18/2024 | Clarity Wealth Advisors LLC | 714 | $217K | 0.1% | N/A | 0.002% | |
4/17/2024 | Iron Horse Wealth Management LLC | 82,156 | $25.03M | 9.9% | +0.7% | 0.243% | |
4/17/2024 | Private Ocean LLC | 612 | $186K | 0.0% | N/A | 0.002% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 10,452 | $3.19M | 0.0% | +47.7% | 0.031% | |
4/16/2024 | ERn Financial LLC | 109,228 | $33.28M | 5.8% | 0.0% | 0.323% | |
4/15/2024 | Signet Financial Management LLC | 17,312 | $5.28M | 0.7% | -2.1% | 0.051% | |
4/15/2024 | WealthCare Investment Partners LLC | 2,474 | $754K | 0.4% | -2.6% | 0.007% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 2,960 | $902K | 0.0% | -24.7% | 0.009% | |
4/15/2024 | Northeast Financial Group Inc. | 4,219 | $1.29M | 0.6% | -31.1% | 0.012% | |
4/15/2024 | RFG Holdings Inc. | 24,698 | $7.53M | 3.2% | N/A | 0.073% | |
4/15/2024 | Brookstone Capital Management | 6,894 | $2.10M | 0.0% | -5.3% | 0.020% | |
4/15/2024 | Ehrlich Financial Group | 737 | $225K | 0.2% | N/A | 0.002% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 3,619 | $1.10M | 0.1% | -11.5% | 0.011% | |
4/15/2024 | First Bancorp Inc ME | 5,987 | $1.82M | 1.4% | +2.8% | 0.018% | |
4/13/2024 | Von Berge Wealth Management Group LLC | 4,401 | $1.34M | 0.9% | +1.2% | 0.014% | |
4/13/2024 | Retirement Planning Group LLC | 4,735 | $1.44M | 0.1% | -1.6% | 0.015% | |
4/12/2024 | Global Assets Advisory LLC | 62,247 | $18.97M | 0.1% | N/A | 0.202% | |
4/11/2024 | Royal Fund Management LLC | 19,793 | $6.04M | 0.6% | -4.2% | 0.064% | |
4/11/2024 | Market Street Wealth Management Advisors LLC | 802 | $244K | 0.0% | -16.6% | 0.003% | |
4/11/2024 | Cooper Financial Group | 19,706 | $6.01M | 1.0% | -19.9% | 0.064% | |
4/11/2024 | SignalPoint Asset Management LLC | 10,712 | $3.26M | 0.9% | N/A | 0.035% | |
4/10/2024 | Park Avenue Securities LLC | 12,144 | $3.70M | 0.0% | +13.9% | 0.039% | |
4/10/2024 | Safeguard Financial LLC | 659 | $201K | 0.1% | -27.3% | 0.002% | |
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4/9/2024 | Ferguson Wellman Capital Management Inc. | 667 | $203K | 0.0% | N/A | 0.002% | |
4/8/2024 | Tompkins Financial Corp | 6,613 | $2.02M | 0.2% | +0.8% | 0.021% | |
4/5/2024 | NBC Securities Inc. | 206 | $62K | 0.0% | +178.4% | 0.001% | |
4/4/2024 | S. R. Schill & Associates | 890 | $271K | 0.1% | +4.2% | 0.003% | |
3/22/2024 | PNC Financial Services Group Inc. | 1,738 | $471K | 0.0% | +9.2% | 0.006% | |
3/21/2024 | Grayhawk Investment Strategies Inc. | 71,000 | $19.23M | 10.0% | -10.7% | 0.230% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 2,607 | $706K | 0.0% | -22.7% | 0.008% | |
3/1/2024 | Goldman Sachs Group Inc. | 84,147 | $22.79M | 0.0% | +122.0% | 0.273% | |
2/28/2024 | EP Wealth Advisors LLC | 806 | $218K | 0.0% | +16.0% | 0.003% | |
2/26/2024 | Centaurus Financial Inc. | 3,628 | $982K | 0.1% | +7.8% | 0.012% | |
2/21/2024 | Garde Capital Inc. | 6,431 | $1.74M | 0.1% | N/A | 0.021% | |
2/15/2024 | Petredis Investment Advisors LLC | 31,945 | $8.65M | 1.1% | -1.0% | 0.104% | |
2/15/2024 | Comerica Bank | 6,506 | $1.76M | 0.0% | +2.7% | 0.021% | |
2/14/2024 | MGO One Seven LLC | 9,175 | $2.49M | 0.1% | +34.6% | 0.030% | |
2/14/2024 | Cresset Asset Management LLC | 32,849 | $8.90M | 0.1% | +22.1% | 0.106% | |
2/14/2024 | Evercore Wealth Management LLC | 998 | $270K | 0.0% | -9.6% | 0.003% | |
2/14/2024 | Prudential PLC | 6,978 | $1.89M | 0.0% | -3.5% | 0.023% | |
2/13/2024 | Envestnet Asset Management Inc. | 206,531 | $55.93M | 0.0% | +84.7% | 0.669% | |
2/13/2024 | Cornerstone Advisory LLC | 29,901 | $8.10M | 1.3% | -0.1% | 0.097% | |
2/13/2024 | Steward Partners Investment Solutions LLC | 1,728 | $468K | 0.2% | N/A | 0.006% | |
2/13/2024 | Carolinas Wealth Consulting LLC | 1,259 | $341K | 0.1% | -4.0% | 0.004% | |
2/13/2024 | James J. Burns & Company LLC | 1,595 | $432K | 0.1% | -8.9% | 0.005% | |
2/12/2024 | GM Advisory Group LLC | 16,096 | $4.36M | 0.3% | +13.7% | 0.052% | |
2/12/2024 | Condor Capital Management | 4,096 | $1.11M | 0.1% | +3.3% | 0.013% | |
2/12/2024 | Brown Brothers Harriman & Co. | 314 | $85K | 0.0% | N/A | 0.001% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 11,956 | $3.24M | 0.2% | -1.1% | 0.039% | |
2/12/2024 | Invictus Private Wealth LLC | 15,066 | $4.08M | 0.4% | -0.4% | 0.049% | |
2/12/2024 | Roundview Capital LLC | 743 | $201K | 0.0% | N/A | 0.002% | |
2/12/2024 | Stifel Financial Corp | 33,262 | $9.01M | 0.0% | +25.0% | 0.108% | |
2/12/2024 | Cape Investment Advisory Inc. | 175 | $47K | 0.0% | +60.6% | 0.001% | |
2/9/2024 | Advisory Services Network LLC | 1,478 | $400K | 0.0% | -22.6% | 0.005% | |
2/9/2024 | US Bancorp DE | 16,556 | $4.48M | 0.0% | -1.0% | 0.054% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 94,570 | $25.61M | 0.1% | +5.2% | 0.307% | |
2/9/2024 | Union Savings Bank | 285 | $77K | 0.0% | +50.0% | 0.001% | |
2/9/2024 | Richwood Investment Advisors LLC | 815 | $221K | 0.2% | -8.4% | 0.003% | |
2/9/2024 | Keystone Financial Group | 12,843 | $3.48M | 0.6% | +4.0% | 0.042% | |
2/9/2024 | Assetmark Inc. | 96 | $26K | 0.0% | +464.7% | 0.000% | |
2/9/2024 | Corient Private Wealth LLC | 256,474 | $69.45M | 0.1% | -59.9% | 0.831% | |
2/9/2024 | Wells Fargo & Company MN | 130,201 | $35.26M | 0.0% | -0.3% | 0.422% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 1,663 | $450K | 0.0% | +2.8% | 0.005% | |
2/9/2024 | UBS Group AG | 531,295 | $143.87M | 0.0% | +0.9% | 1.722% | |
2/9/2024 | PNC Financial Services Group Inc. | 1,738 | $471K | 0.0% | +9.2% | 0.006% | |
2/8/2024 | Northeast Financial Group Inc. | 6,120 | $1.66M | 0.8% | +1.3% | 0.020% | |
2/8/2024 | Beacon Pointe Advisors LLC | 10,020 | $2.71M | 0.0% | -11.7% | 0.032% | |
2/8/2024 | Wade G W & Inc. | 106,435 | $28.82M | 0.9% | +1.9% | 0.345% | |
2/8/2024 | Foundations Investment Advisors LLC | 1,130 | $320K | 0.0% | N/A | 0.004% | |
2/8/2024 | Janney Montgomery Scott LLC | 58,397 | $15.81M | 0.1% | -2.6% | 0.189% | |
2/7/2024 | Avantax Advisory Services Inc. | 2,523 | $683K | 0.0% | +20.6% | 0.008% | |
2/7/2024 | Wambolt & Associates LLC | 1,080 | $292K | 0.1% | -31.4% | 0.004% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 3,984 | $1.08M | 0.0% | -14.5% | 0.013% | |
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2/7/2024 | AlphaStar Capital Management LLC | 1,327 | $359K | 0.0% | N/A | 0.004% | |
2/7/2024 | Johnson Investment Counsel Inc. | 1,580 | $428K | 0.0% | -33.7% | 0.005% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 2,293 | $621K | 0.0% | +12.2% | 0.007% | |
2/7/2024 | Reynders McVeigh Capital Management LLC | 1,292 | $350K | 0.0% | -10.4% | 0.004% | |
2/7/2024 | Calton & Associates Inc. | 936 | $254K | 0.1% | N/A | 0.003% | |
2/7/2024 | Principal Securities Inc. | 529 | $143K | 0.0% | N/A | 0.002% | |
2/7/2024 | Wealthspire Advisors LLC | 8,556 | $2.32M | 0.0% | +2.3% | 0.028% | |
2/6/2024 | RMR Wealth Builders | 1,492 | $404K | 0.1% | -35.1% | 0.005% | |
2/6/2024 | Balanced Wealth Group LLC | 4,706 | $1.27M | 0.7% | N/A | 0.015% | |
2/6/2024 | Private Advisor Group LLC | 62,726 | $16.99M | 0.1% | +1.4% | 0.203% | |