10/29/2024 | Cedar Point Capital Partners LLC | 67,974 | $9.71M | 6.7% | -3.7% | 2.774% | |
10/29/2024 | Pure Financial Advisors LLC | 42,556 | $6.08M | 0.1% | -0.5% | 1.737% | |
10/29/2024 | Farther Finance Advisors LLC | 330 | $47K | 0.0% | N/A | 0.013% | |
10/25/2024 | Strategic Blueprint LLC | 13,935 | $1.99M | 0.1% | +2.7% | 0.569% | |
10/24/2024 | Capital Advisors Ltd. LLC | 20,758 | $2.97M | 0.4% | -7.1% | 0.847% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 4,393 | $628K | 0.0% | -25.6% | 0.179% | |
|
10/23/2024 | Blackston Financial Advisory Group LLC | 3,694 | $528K | 0.3% | +129.7% | 0.151% | |
10/22/2024 | Private Advisor Group LLC | 3,465 | $495K | 0.0% | -6.7% | 0.141% | |
10/21/2024 | Foundations Investment Advisors LLC | 104,749 | $14.97M | 0.3% | +64.3% | 4.275% | |
10/11/2024 | Creative Planning | 1,748 | $250K | 0.0% | +14.2% | 0.071% | |
10/10/2024 | Professional Financial Advisors LLC | 23,296 | $3.33M | 0.9% | -3.0% | 0.951% | |
10/8/2024 | Royal Fund Management LLC | 22,170 | $3.20M | 0.2% | +131.2% | 0.905% | |
10/8/2024 | Mather Group LLC. | 267 | $38K | 0.0% | N/A | 0.011% | |
10/2/2024 | First Community Trust NA | 901 | $129K | 0.1% | N/A | 0.037% | |
9/5/2024 | Sanctuary Advisors LLC | 2,587 | $339K | 0.0% | N/A | 0.106% | |
8/15/2024 | Beaird Harris Wealth Management LLC | 871 | $117K | 0.0% | -9.9% | 0.036% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 284 | $38K | 0.0% | N/A | 0.012% | |
8/6/2024 | Cobblestone Capital Advisors LLC NY | 1,845 | $247K | 0.0% | -13.2% | 0.075% | |
8/5/2024 | Synergy Asset Management LLC | 1,882 | $252K | 0.0% | -8.2% | 0.077% | |
8/3/2024 | Journey Advisory Group LLC | 30,691 | $4.12M | 0.5% | -4.6% | 1.253% | |
8/2/2024 | Foundations Investment Advisors LLC | 63,773 | $8.55M | 0.2% | +4.7% | 2.603% | |
7/31/2024 | Aptus Capital Advisors LLC | 1,853 | $248K | 0.0% | +5.9% | 0.076% | |
7/30/2024 | Hobart Private Capital LLC | 59,046 | $7.92M | 2.3% | -1.3% | 2.410% | |
7/29/2024 | Armbruster Capital Management Inc. | 182,552 | $24.48M | 5.1% | +1.2% | 7.451% | |
7/27/2024 | Strategic Blueprint LLC | 13,564 | $1.82M | 0.1% | +1.2% | 0.554% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 15,696 | $2.11M | 0.0% | +7.7% | 0.641% | |
7/25/2024 | Systelligence LLC | 127,162 | $17.05M | 4.5% | -1.4% | 5.190% | |
7/25/2024 | Capital Advisors Ltd. LLC | 22,334 | $3.00M | 0.4% | +12.0% | 0.912% | |
7/23/2024 | GYL Financial Synergies LLC | 67,379 | $9.04M | 0.7% | -2.8% | 2.750% | |
7/19/2024 | Beacon Financial Planning Inc. | 13,977 | $1.87M | 1.3% | +54.0% | 0.570% | |
7/18/2024 | Pure Financial Advisors LLC | 42,775 | $5.74M | 0.2% | -6.3% | 1.746% | |
7/18/2024 | Royal Fund Management LLC | 9,590 | $1.30M | 0.1% | -10.8% | 0.391% | |
7/18/2024 | Professional Financial Advisors LLC | 24,014 | $3.22M | 0.9% | +0.8% | 0.980% | |
7/17/2024 | Blackston Financial Advisory Group LLC | 1,608 | $216K | 0.1% | -19.0% | 0.066% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 7,337 | $984K | 0.0% | -18.7% | 0.299% | |
7/16/2024 | Cedar Point Capital Partners LLC | 70,612 | $9.47M | 7.1% | -1.1% | 2.882% | |
7/15/2024 | Melfa Wealth Management Inc. | 1,706 | $229K | 0.2% | -6.6% | 0.070% | |
7/15/2024 | Coastline Trust Co | 16,752 | $2.25M | 0.3% | +3.1% | 0.684% | |
7/11/2024 | Symmetry Partners LLC | 72,716 | $9.75M | 0.5% | -7.7% | 2.968% | |
5/30/2024 | Cambridge Trust Co. | 350 | $48K | 0.0% | N/A | 0.014% | |
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5/22/2024 | Cedar Point Capital Partners LLC | 71,379 | $9.77M | 7.4% | +1.5% | 2.913% | |
5/17/2024 | Comerica Bank | 737 | $101K | 0.0% | -9.9% | 0.030% | |
5/10/2024 | Nwam LLC | 3,257 | $433K | 0.0% | +12.9% | 0.133% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 9,025 | $1.24M | 0.0% | -18.1% | 0.368% | |
4/30/2024 | Private Advisor Group LLC | 3,715 | $509K | 0.0% | -49.8% | 0.152% | |
4/29/2024 | RWA Wealth Partners LLC | 1,489 | $204K | 0.0% | N/A | 0.061% | |
4/25/2024 | Professional Financial Advisors LLC | 23,822 | $3.26M | 0.9% | -0.7% | 0.972% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 14,568 | $2.00M | 0.0% | +17.0% | 0.595% | |
4/22/2024 | Beacon Financial Planning Inc. | 9,078 | $1.24M | 0.9% | +95.6% | 0.371% | |
4/18/2024 | Capital Advisors Ltd. LLC | 19,944 | $2.73M | 0.4% | +7.4% | 0.814% | |
4/18/2024 | Synergy Asset Management LLC | 2,049 | $281K | 0.0% | -35.0% | 0.084% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 5,900 | $808K | 0.0% | +5.4% | 0.241% | |
4/15/2024 | Hobart Private Capital LLC | 59,836 | $8.19M | 2.5% | -42.5% | 2.442% | |
4/12/2024 | Systelligence LLC | 129,005 | $17.67M | 4.6% | -0.2% | 6.262% | |
4/11/2024 | Royal Fund Management LLC | 10,753 | $1.48M | 0.1% | +11.8% | 0.522% | |
4/2/2024 | Symmetry Partners LLC | 78,747 | $10.78M | 0.8% | -7.0% | 3.823% | |
3/22/2024 | PNC Financial Services Group Inc. | 600 | $76K | 0.0% | -45.5% | 0.029% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 12,454 | $1.58M | 0.0% | N/A | 0.605% | |
2/8/2024 | Foundations Investment Advisors LLC | 58,251 | $7.42M | 0.2% | -13.6% | 2.828% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 11,025 | $1.39M | 0.0% | -8.8% | 0.535% | |
2/7/2024 | Principal Securities Inc. | 716 | $91K | 0.0% | N/A | 0.035% | |
2/6/2024 | Royal Fund Management LLC | 9,614 | $1.22M | 0.1% | +14.0% | 0.467% | |
2/6/2024 | McIlrath & Eck LLC | 500 | $63K | 0.0% | -19.2% | 0.024% | |
2/3/2024 | Cedar Point Capital Partners LLC | 70,352 | $8.90M | 7.4% | N/A | 3.415% | |
2/2/2024 | Capital Advisors Ltd. LLC | 18,578 | $2.35M | 0.3% | +3.4% | 0.902% | |
2/1/2024 | Armbruster Capital Management Inc. | 183,514 | $23.21M | 5.3% | +1.0% | 8.908% | |
2/1/2024 | Signaturefd LLC | 204 | $26K | 0.0% | +121.7% | 0.010% | |
1/29/2024 | Beacon Financial Planning Inc. | 4,640 | $587K | 0.5% | +39.6% | 0.225% | |
1/29/2024 | Compass Advisory Group LLC | 1,926 | $244K | 0.1% | -6.6% | 0.093% | |
1/25/2024 | Strategic Blueprint LLC | 13,447 | $1.70M | 0.1% | -4.0% | 0.653% | |
1/23/2024 | Coastline Trust Co | 16,245 | $2.06M | 0.3% | -0.9% | 0.789% | |
1/22/2024 | Secure Asset Management LLC | 2,153 | $272K | 0.1% | -7.0% | 0.105% | |
1/19/2024 | Synergy Asset Management LLC | 3,153 | $399K | 0.1% | N/A | 0.153% | |
1/18/2024 | Hobart Private Capital LLC | 104,147 | $13.17M | 4.4% | -10.0% | 5.056% | |
1/18/2024 | Professional Financial Advisors LLC | 23,982 | $3.03M | 1.0% | +3.8% | 1.164% | |
1/8/2024 | Systelligence LLC | 129,328 | $16.36M | 4.5% | N/A | 6.278% | |
1/8/2024 | Pure Financial Advisors LLC | 46,827 | $5.92M | 0.2% | +12.3% | 2.273% | |
1/2/2024 | Symmetry Partners LLC | 84,708 | $10.78M | 0.6% | -17.7% | 4.112% | |
11/16/2023 | Beaird Harris Wealth Management LLC | 975 | $109K | 0.0% | -24.2% | 0.047% | |
11/13/2023 | Mariner LLC | 4,286 | $481K | 0.0% | N/A | 0.208% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 12,091 | $1.36M | 0.0% | N/A | 0.587% | |
11/7/2023 | Cobblestone Capital Advisors LLC NY | 2,450 | $275K | 0.0% | +11.4% | 0.119% | |
11/6/2023 | GYL Financial Synergies LLC | 67,849 | $7.62M | 0.7% | -8.6% | 3.294% | |
11/6/2023 | Hobart Private Capital LLC | 115,691 | $12.99M | 4.9% | -21.7% | 5.616% | |
10/30/2023 | GSG Advisors LLC | 4,157 | $467K | 0.2% | N/A | 0.202% | |
10/27/2023 | Capital Advisors Ltd. LLC | 17,971 | $2.02M | 0.3% | +5.7% | 0.872% | |
10/26/2023 | Interactive Financial Advisors Inc. | 9,185 | $1.03M | 0.7% | -6.0% | 0.446% | |
10/25/2023 | Professional Financial Advisors LLC | 23,102 | $2.60M | 1.2% | +5.1% | 1.121% | |
10/24/2023 | Beacon Financial Planning Inc. | 3,324 | $373K | 0.3% | N/A | 0.161% | |
10/24/2023 | Compass Advisory Group LLC | 2,063 | $232K | 0.1% | -35.7% | 0.100% | |
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10/18/2023 | Coastline Trust Co | 16,395 | $1.84M | 0.3% | -1.2% | 0.796% | |
10/18/2023 | Strategic Blueprint LLC | 14,013 | $1.57M | 0.1% | -19.0% | 0.680% | |
10/17/2023 | Armbruster Capital Management Inc. | 181,720 | $20.41M | 5.2% | +1.1% | 8.821% | |
10/17/2023 | Royal Fund Management LLC | 8,430 | $947K | 0.1% | +20.9% | 0.409% | |
10/11/2023 | Kathmere Capital Management LLC | 2,491 | $280K | 0.0% | N/A | 0.121% | |
10/10/2023 | Pure Financial Advisors LLC | 41,706 | $4.68M | 0.2% | -2.0% | 2.025% | |
10/5/2023 | Foundations Investment Advisors LLC | 67,382 | $7.57M | 0.2% | +50.8% | 3.271% | |
8/7/2023 | McIlrath & Eck LLC | 690 | $79K | 0.0% | -14.7% | 0.033% | |
8/7/2023 | Coastline Trust Co | 16,591 | $1.89M | 0.3% | -0.7% | 0.805% | |
8/4/2023 | Envestnet Asset Management Inc. | 12,660 | $1.44M | 0.0% | -0.8% | 0.615% | |