11/15/2024 | MML Investors Services LLC | 15,698 | $703K | 0.0% | +27.5% | 0.218% | |
11/15/2024 | EP Wealth Advisors LLC | 20,877 | $935K | 0.0% | -11.6% | 0.290% | |
11/15/2024 | Jane Street Group LLC | 67,461 | $3.02M | 0.0% | -46.6% | 0.937% | |
11/12/2024 | StoneX Group Inc. | 23,282 | $1.04M | 0.1% | +38.5% | 0.323% | |
11/12/2024 | CFS Investment Advisory Services LLC | 25,328 | $1.13M | 0.1% | -2.4% | 0.352% | |
11/8/2024 | Advisors Asset Management Inc. | 11,481 | $514K | 0.0% | +54.3% | 0.159% | |
|
11/6/2024 | TSA Wealth Managment LLC | 44,759 | $2.01M | 0.8% | -6.5% | 0.622% | |
11/6/2024 | OneDigital Investment Advisors LLC | 225,562 | $10.10M | 0.1% | -2.2% | 3.133% | |
11/4/2024 | Mayflower Financial Advisors LLC | 13,224 | $592K | 0.1% | -7.4% | 0.184% | |
10/29/2024 | Fort Pitt Capital Group LLC | 790,790 | $35.42M | 1.0% | -0.3% | 11.060% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 1,245 | $56K | 0.0% | -98.7% | 0.017% | |
10/28/2024 | Focus Financial Network Inc. | 36,065 | $1.62M | 0.1% | +48.7% | 0.504% | |
10/25/2024 | Farmers & Merchants Investments Inc. | 183,335 | $8.21M | 0.3% | +14.7% | 2.564% | |
10/23/2024 | FFG Retirement Advisors LLC | 16,972 | $760K | 0.5% | +12.4% | 0.237% | |
10/23/2024 | Northland Capital Management LLC | 434,145 | $19.45M | 11.1% | -0.2% | 6.072% | |
10/22/2024 | Private Advisor Group LLC | 32,786 | $1.47M | 0.0% | -15.3% | 0.459% | |
10/22/2024 | Eastern Bank | 93,958 | $4.21M | 0.1% | N/A | 1.314% | |
10/22/2024 | Wooster Corthell Wealth Management Inc. | 60,972 | $2.73M | 0.6% | +164.2% | 0.853% | |
10/19/2024 | DMC Group LLC | 34,749 | $1.56M | 1.3% | +0.8% | 0.486% | |
10/18/2024 | Bigelow Investment Advisors LLC | 79,936 | $3.58M | 1.6% | +10.4% | 1.118% | |
10/10/2024 | McGuire Investment Group LLC | 131,846 | $5.91M | 0.8% | +6.8% | 1.844% | |
10/9/2024 | Patten Group Inc. | 5,670 | $254K | 0.1% | -13.3% | 0.079% | |
10/8/2024 | First National Corp MA ADV | 9,651 | $432K | 0.1% | +17.6% | 0.135% | |
10/7/2024 | Prosperity Planning Inc. | 225,648 | $10.11M | 3.2% | +4.6% | 3.156% | |
10/4/2024 | LifePlan Financial LLC | 45,534 | $2.04M | 1.8% | +12.1% | 0.637% | |
9/5/2024 | Sanctuary Advisors LLC | 122,181 | $5.16M | 0.0% | N/A | 1.709% | |
8/19/2024 | EP Wealth Advisors LLC | 23,629 | $1.02M | 0.0% | -17.9% | 0.330% | |
8/8/2024 | Bigelow Investment Advisors LLC | 72,378 | $3.12M | 1.5% | +3.1% | 1.012% | |
8/8/2024 | Envestnet Asset Management Inc. | 47,006 | $2.03M | 0.0% | +32.2% | 0.657% | |
8/5/2024 | Farmers & Merchants Investments Inc. | 159,827 | $6.88M | 0.2% | +31.3% | 2.235% | |
8/3/2024 | Mayflower Financial Advisors LLC | 14,280 | $615K | 0.0% | -24.3% | 0.200% | |
8/2/2024 | FFG Retirement Advisors LLC | 15,102 | $650K | 0.5% | -18.8% | 0.211% | |
8/2/2024 | Arbor Trust Wealth Advisors LLC | 17,488 | $753K | 0.4% | +67.9% | 0.245% | |
8/1/2024 | Mechanics Financial Corp | 1,358 | $58K | 0.0% | -26.9% | 0.019% | |
8/1/2024 | Family Asset Management LLC | 10,252 | $442K | 0.3% | -30.2% | 0.143% | |
7/30/2024 | Argent Advisors Inc. | 19,939 | $859K | 0.3% | -3.9% | 0.279% | |
7/27/2024 | TSA Wealth Managment LLC | 47,848 | $2.06M | 0.9% | -3.2% | 0.665% | |
7/27/2024 | Fort Pitt Capital Group LLC | 793,443 | $34.17M | 1.0% | +0.2% | 11.020% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 6,373 | $274K | 0.0% | +4.9% | 0.089% | |
7/25/2024 | Wooster Corthell Wealth Management Inc. | 23,077 | $994K | 0.2% | -24.2% | 0.321% | |
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7/25/2024 | Retirement Solution LLC | 13,006 | $560K | 0.2% | -7.2% | 0.181% | |
7/25/2024 | Fullcircle Wealth LLC | 6,106 | $265K | 0.1% | N/A | 0.085% | |
7/23/2024 | Level Financial Advisors | 5,572 | $240K | 0.1% | -14.1% | 0.077% | |
7/23/2024 | Horst & Graben Wealth Management LLC | 58,744 | $2.53M | 0.5% | +69.4% | 0.816% | |
7/19/2024 | Hoxton Planning & Management LLC | 8,368 | $360K | 0.2% | -14.6% | 0.116% | |
7/16/2024 | DMC Group LLC | 34,486 | $1.49M | 1.3% | -8.2% | 0.479% | |
7/12/2024 | Cypress Wealth Services LLC | 19,638 | $846K | 0.2% | +6.4% | 0.273% | |
7/12/2024 | First National Corp MA ADV | 8,204 | $353K | 0.1% | -9.2% | 0.114% | |
7/11/2024 | WBH Advisory Inc. | 10,824 | $466K | 0.0% | -22.4% | 0.150% | |
7/10/2024 | CWM LLC | 990 | $43K | 0.0% | +402.5% | 0.014% | |
7/9/2024 | Park Avenue Securities LLC | 31,040 | $1.34M | 0.0% | +68.4% | 0.431% | |
7/8/2024 | Dentgroup LLC | 4,922 | $212K | 0.2% | -26.0% | 0.068% | |
7/2/2024 | Transcend Capital Advisors LLC | 4,904 | $211K | 0.0% | -10.9% | 0.065% | |
6/11/2024 | EverSource Wealth Advisors LLC | 1,022 | $43K | 0.0% | -31.2% | 0.013% | |
5/14/2024 | Advisors Asset Management Inc. | 4,035 | $175K | 0.0% | +159.5% | 0.053% | |
5/14/2024 | EP Wealth Advisors LLC | 28,794 | $1.25M | 0.0% | -12.0% | 0.379% | |
5/14/2024 | Payden & Rygel Investment Group | 4,553 | $198K | 0.0% | N/A | 0.060% | |
5/10/2024 | Kelman Lazarov Inc. | 268,905 | $11.67M | 2.3% | -8.7% | 3.538% | |
5/9/2024 | Portland Global Advisors LLC | 24,196 | $1.05M | 0.1% | N/A | 0.323% | |
5/8/2024 | TSA Wealth Managment LLC | 49,411 | $2.14M | 0.9% | +0.8% | 0.659% | |
5/7/2024 | Retirement Solution Inc. | 14,018 | $608K | 0.2% | -5.7% | 0.184% | |
5/7/2024 | Shared Vision Wealth Group LLC | 4,823 | $209K | 0.1% | -6.7% | 0.063% | |
5/2/2024 | Argent Advisors Inc. | 20,755 | $901K | 0.4% | +14.3% | 0.273% | |
4/30/2024 | LifePlan Financial LLC | 33,090 | $1.44M | 1.3% | +23.3% | 0.435% | |
4/30/2024 | Wooster Corthell Wealth Management Inc. | 30,439 | $1.32M | 0.3% | -2.0% | 0.401% | |
4/30/2024 | Perigon Wealth Management LLC | 8,562 | $372K | 0.0% | +18.1% | 0.113% | |
4/30/2024 | Mayflower Financial Advisors LLC | 18,876 | $819K | 0.1% | +2.8% | 0.248% | |
4/26/2024 | McGuire Investment Group LLC | 114,350 | $4.96M | 0.7% | N/A | 1.505% | |
4/23/2024 | Global Retirement Partners LLC | 996 | $43K | 0.0% | N/A | 0.013% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 152,611 | $6.62M | 0.0% | +4.8% | 2.008% | |
4/22/2024 | Horst & Graben Wealth Management LLC | 34,670 | $1.50M | 0.3% | +8.5% | 0.456% | |
4/19/2024 | Level Financial Advisors | 6,485 | $281K | 0.1% | -17.9% | 0.085% | |
4/19/2024 | DMC Group LLC | 37,584 | $1.63M | 1.4% | +5.6% | 0.495% | |
4/19/2024 | Northland Capital Management LLC | 409,684 | $17.78M | 12.4% | +0.3% | 5.391% | |
4/18/2024 | Myecfo LLC | 57,164 | $2.48M | 1.5% | +15.2% | 0.752% | |
4/18/2024 | Farmers & Merchants Investments Inc. | 121,759 | $5.28M | 0.2% | +17.9% | 1.602% | |
4/16/2024 | Cypress Wealth Services LLC | 18,453 | $801K | 0.2% | +1.4% | 0.243% | |
4/13/2024 | Hoxton Planning & Management LLC | 9,800 | $425K | 0.2% | +4.0% | 0.129% | |
4/13/2024 | Wallace Advisory Group LLC | 20,463 | $905K | 0.6% | N/A | 0.269% | |
4/11/2024 | Fort Pitt Capital Group LLC | 791,646 | $34.35M | 1.1% | +9.0% | 10.416% | |
4/9/2024 | Mather Group LLC. | 4,611 | $204K | 0.0% | -16.6% | 0.061% | |
4/3/2024 | Dentgroup LLC | 6,655 | $289K | 0.2% | +5.0% | 0.072% | |
2/29/2024 | Tortoise Investment Management LLC | 3,318 | $147K | 0.0% | +14.1% | 0.036% | |
2/28/2024 | EP Wealth Advisors LLC | 32,734 | $1.45M | 0.0% | -1.9% | 0.354% | |
2/23/2024 | Beacon Financial Group | 5,737 | $254K | 0.0% | N/A | 0.062% | |
2/15/2024 | Financial Network Wealth Advisors LLC | 9,467 | $419K | 0.4% | N/A | 0.102% | |
2/14/2024 | CFS Investment Advisory Services LLC | 11,978 | $530K | 0.1% | +25.3% | 0.129% | |
2/12/2024 | StoneX Group Inc. | 13,214 | $585K | 0.1% | -6.1% | 0.143% | |
2/12/2024 | Focus Financial Network Inc. ADV | 21,790 | $964K | 0.0% | N/A | 0.236% | |
2/12/2024 | Cape Investment Advisory Inc. | 608 | $27K | 0.0% | +259.8% | 0.007% | |
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2/9/2024 | Orion Portfolio Solutions LLC | 60,801 | $2.67M | 0.0% | N/A | 0.657% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 65,720 | $2.91M | 0.0% | N/A | 0.710% | |
2/9/2024 | WBI Investments LLC | 35,440 | $1.57M | 0.3% | -13.2% | 0.383% | |
2/9/2024 | EverSource Wealth Advisors LLC | 1,485 | $66K | 0.0% | +84.7% | 0.016% | |
2/9/2024 | TSA Wealth Managment LLC | 49,021 | $2.17M | 1.0% | N/A | 0.530% | |
2/8/2024 | Tortoise Investment Management LLC | 613 | $27K | 0.0% | -78.9% | 0.007% | |
2/8/2024 | Kickstand Ventures LLC. | 43,583 | $1.93M | 0.6% | +86.3% | 0.471% | |
2/8/2024 | Quotient Wealth Partners LLC | 39,091 | $1.73M | 0.1% | N/A | 0.423% | |
2/8/2024 | Shared Vision Wealth Group LLC | 5,171 | $229K | 0.2% | N/A | 0.056% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 11,626 | $514K | 0.0% | +27.1% | 0.126% | |