11/15/2024 | Cape Cod Five Cents Savings Bank | 204,667 | $3.92M | 0.4% | -0.7% | 1.077% | |
11/15/2024 | MML Investors Services LLC | 76,080 | $1.51M | 0.0% | +8.0% | 0.400% | |
11/15/2024 | Orion Portfolio Solutions LLC | 216,116 | $4.30M | 0.1% | +239.1% | 1.137% | |
11/15/2024 | Hilltop Holdings Inc. | 14,550 | $289K | 0.0% | -49.0% | 0.077% | |
11/13/2024 | Acorn Wealth Advisors LLC | 24,821 | $494K | 0.2% | +22.1% | 0.131% | |
11/12/2024 | Crewe Advisors LLC | 9,174 | $182K | 0.0% | N/A | 0.048% | |
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11/12/2024 | Optivise Advisory Services LLC | 69,221 | $1.38M | 0.7% | N/A | 0.364% | |
11/7/2024 | Napa Wealth Management | 41,978 | $835K | 0.4% | N/A | 0.221% | |
11/7/2024 | Tidemark LLC | 81,399 | $1.62M | 0.7% | +8.0% | 0.428% | |
11/7/2024 | TrinityPoint Wealth LLC | 10,044 | $200K | 0.0% | N/A | 0.053% | |
11/7/2024 | Thrivent Financial for Lutherans | 13,677 | $272K | 0.0% | +13.7% | 0.072% | |
11/6/2024 | Empowered Funds LLC | 231,722 | $4.59M | 0.1% | N/A | 1.220% | |
11/6/2024 | OneDigital Investment Advisors LLC | 18,761 | $373K | 0.0% | -64.4% | 0.099% | |
11/6/2024 | Oppenheimer & Co. Inc. | 38,457 | $765K | 0.0% | +20.3% | 0.202% | |
11/5/2024 | Apollon Wealth Management LLC | 18,652 | $371K | 0.0% | -24.6% | 0.098% | |
11/1/2024 | Assetmark Inc. | 729,033 | $14.50M | 0.0% | +3.1% | 3.837% | |
11/1/2024 | Able Wealth Management LLC | 18,286 | $364K | 0.3% | +19.9% | 0.096% | |
10/31/2024 | Trademark Financial Management LLC | 18,284 | $364K | 0.3% | N/A | 0.096% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 133,932 | $2.66M | 0.2% | +5.9% | 0.705% | |
10/23/2024 | Financial Architects LLC | 231,221 | $4.60M | 3.0% | +1.6% | 1.217% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 191,753 | $3.81M | 0.2% | +18.1% | 1.009% | |
10/21/2024 | Koss Olinger Consulting LLC | 1,196,082 | $23.79M | 2.1% | +2.8% | 6.295% | |
10/18/2024 | Verde Capital Management | 49,750 | $990K | 0.3% | +4.0% | 0.262% | |
10/18/2024 | Etesian Wealth Advisors Inc. | 98,261 | $1.95M | 0.9% | -31.6% | 0.517% | |
10/18/2024 | Fortress Wealth Management Inc. | 62,647 | $1.25M | 0.6% | -67.9% | 0.330% | |
10/17/2024 | LexAurum Advisors LLC | 69,944 | $1.39M | 0.3% | +22.7% | 0.368% | |
10/16/2024 | Kapitalo Investimentos Ltda | 172,528 | $3.43M | 0.8% | -29.5% | 0.908% | |
10/11/2024 | Iams Wealth Management LLC | 18,963 | $377K | 0.2% | -11.7% | 0.100% | |
10/11/2024 | Redhawk Wealth Advisors Inc. | 523,662 | $10.42M | 1.5% | +31.3% | 2.756% | |
10/10/2024 | Sound Income Strategies LLC | 1,969,230 | $39.17M | 2.5% | -0.6% | 10.364% | |
8/12/2024 | WCG Wealth Advisors LLC | 23,879 | $457K | 0.0% | N/A | 0.126% | |
8/6/2024 | Koss Olinger Consulting LLC | 1,163,006 | $22.26M | 2.1% | N/A | 6.121% | |
7/26/2024 | Harbour Investments Inc. | 13,770 | $264K | 0.0% | -6.1% | 0.072% | |
7/25/2024 | Etesian Wealth Advisors Inc. | 143,701 | $2.75M | 1.5% | -9.8% | 0.756% | |
7/24/2024 | Joseph P. Lucia & Associates LLC | 13,571 | $260K | 0.1% | -21.5% | 0.071% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 162,420 | $3.11M | 0.2% | +2.2% | 0.855% | |
7/18/2024 | Verde Capital Management | 47,854 | $916K | 0.3% | +5.7% | 0.252% | |
7/17/2024 | Redhawk Wealth Advisors Inc. | 398,744 | $7.63M | 1.2% | -44.1% | 2.099% | |
7/17/2024 | Seed Wealth Management Inc. | 48,945 | $937K | 0.8% | -9.2% | 0.258% | |
7/16/2024 | Financial Architects LLC | 227,516 | $4.36M | 3.0% | +2.6% | 1.197% | |
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7/16/2024 | Fortress Wealth Management Inc. | 194,896 | $3.73M | 1.9% | -1.6% | 1.026% | |
7/16/2024 | Aspect Partners LLC | 51,341 | $983K | 0.6% | +4.5% | 0.270% | |
7/12/2024 | Sound Income Strategies LLC | 1,980,675 | $37.91M | 2.4% | -0.1% | 10.425% | |
5/17/2024 | Aspect Partners LLC | 49,138 | $938K | 0.7% | -2.5% | 0.259% | |
5/17/2024 | Tidal Investments LLC | 34,729 | $663K | 0.0% | +5.8% | 0.183% | |
5/9/2024 | Orion Portfolio Solutions LLC | 44,142 | $842K | 0.0% | -1.9% | 0.232% | |
5/7/2024 | Oppenheimer & Co. Inc. | 16,633 | $317K | 0.0% | N/A | 0.088% | |
5/4/2024 | Geneos Wealth Management Inc. | 41,617 | $794K | 0.0% | -5.3% | 0.219% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 17,287 | $330K | 0.2% | -7.3% | 0.091% | |
4/25/2024 | Financial Architects LLC | 221,736 | $4.23M | 2.9% | +4.4% | 1.167% | |
4/25/2024 | Eudaimonia Partners LLC | 53,950 | $1.03M | 0.2% | +139.6% | 0.284% | |
4/25/2024 | Eudaimonia Advisors LLC | 29,295 | $559K | 0.3% | +90.5% | 0.154% | |
4/23/2024 | Strategic Blueprint LLC | 11,273 | $215K | 0.0% | N/A | 0.059% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 139,786 | $2.67M | 0.0% | +7.7% | 0.736% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 158,860 | $3.03M | 0.2% | +10.5% | 0.712% | |
4/16/2024 | Seed Wealth Management Inc. | 53,895 | $1.01M | 1.0% | -24.5% | 0.242% | |
4/15/2024 | Sound Income Strategies LLC | 1,982,213 | $37.82M | 2.8% | +1.6% | 8.889% | |
4/15/2024 | Etesian Wealth Advisors Inc. | 159,303 | $3.04M | 1.7% | +1.0% | 0.714% | |
4/11/2024 | International Assets Investment Management LLC | 47,500 | $892K | 0.0% | +22.0% | 0.213% | |
4/10/2024 | LexAurum Advisors LLC | 49,515 | $945K | 0.2% | +10.1% | 0.222% | |
4/10/2024 | Banque Cantonale Vaudoise | 3,020 | $58K | 0.0% | +34.2% | 0.014% | |
3/29/2024 | Kapitalo Investimentos Ltda | 150,284 | $2.78M | 0.6% | N/A | 0.674% | |
2/29/2024 | Acima Private Wealth LLC | 356,189 | $6.59M | 2.6% | +2.7% | 1.597% | |
2/16/2024 | Aspect Partners LLC | 50,422 | $933K | 0.6% | N/A | 0.226% | |
2/15/2024 | Greytown Advisors Inc. | 12,821 | $237K | 0.1% | -29.6% | 0.057% | |
2/14/2024 | Waterloo Capital L.P. | 17,927 | $332K | 0.1% | N/A | 0.080% | |
2/12/2024 | Fortress Wealth Management Inc. | 180,433 | $3.34M | 1.8% | N/A | 0.809% | |
2/12/2024 | Hilltop Holdings Inc. | 57,317 | $1.06M | 0.1% | -4.3% | 0.257% | |
2/9/2024 | Orion Portfolio Solutions LLC | 44,992 | $834K | 0.0% | N/A | 0.202% | |
2/9/2024 | AXS Investments LLC | 25,000 | $463K | 0.1% | -34.2% | 0.112% | |
2/9/2024 | Assetmark Inc. | 608,749 | $11.27M | 0.0% | +13.0% | 2.730% | |
2/9/2024 | Wells Fargo & Company MN | 1,624,951 | $30.08M | 0.0% | -4.5% | 7.287% | |
2/8/2024 | Level Four Advisory Services LLC | 128,154 | $2.37M | 0.1% | N/A | 0.575% | |
2/8/2024 | Eudaimonia Partners LLC | 22,512 | $417K | 0.1% | +36.0% | 0.101% | |
2/1/2024 | Eudaimonia Advisors LLC | 15,379 | $285K | 0.2% | -9.8% | 0.069% | |
1/29/2024 | Joseph P. Lucia & Associates LLC | 18,652 | $345K | 0.2% | -15.0% | 0.084% | |
1/29/2024 | Financial Architects LLC | 212,336 | $3.93M | 3.1% | N/A | 0.952% | |
1/26/2024 | Geneos Wealth Management Inc. | 43,938 | $813K | 0.0% | -28.5% | 0.197% | |
1/25/2024 | International Assets Investment Management LLC | 38,920 | $720K | 0.0% | N/A | 0.175% | |
1/24/2024 | International Assets Investment Management LLC | 720,409 | $13.34M | 0.0% | N/A | 3.231% | |
1/24/2024 | Seed Wealth Management Inc. | 71,395 | $1.32M | 1.3% | +7.0% | 0.320% | |
1/17/2024 | Whitcomb & Hess Inc. | 56,080 | $1.04M | 0.4% | N/A | 0.251% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 129,805 | $2.40M | 0.0% | +3.7% | 0.582% | |
1/12/2024 | Verde Capital Management | 42,264 | $782K | 0.3% | -20.6% | 0.190% | |
1/12/2024 | Redhawk Wealth Advisors Inc. | 33,813 | $626K | 0.1% | N/A | 0.152% | |
1/12/2024 | Etesian Wealth Advisors Inc. | 157,771 | $2.93M | 1.8% | +5.7% | 0.707% | |
1/11/2024 | LexAurum Advisors LLC | 44,968 | $832K | 0.2% | +16.3% | 0.202% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 38,875 | $720K | 0.1% | +66.8% | 0.174% | |
1/10/2024 | Sound Income Strategies LLC | 1,950,451 | $36.10M | 3.0% | +0.7% | 8.746% | |
12/6/2023 | Citigroup Inc. | 57,039 | $1.02M | 0.0% | N/A | 0.256% | |
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11/16/2023 | Harbour Investments Inc. | 15,202 | $271K | 0.0% | -6.2% | 0.068% | |
11/14/2023 | Verde Capital Management | 53,249 | $949K | 0.4% | +2.2% | 0.239% | |
11/14/2023 | Cape Cod Five Cents Savings Bank | 395,528 | $7.05M | 0.4% | +97.5% | 1.774% | |
11/13/2023 | Cambria Investment Management L.P. | 109,668 | $1.94M | 0.2% | -86.6% | 0.492% | |
11/9/2023 | Citigroup Inc. | 57,039 | $1.02M | 0.0% | N/A | 0.256% | |
11/7/2023 | Fermata Advisors LLC | 12,395 | $221K | 0.1% | N/A | 0.056% | |
11/7/2023 | Kellett Wealth Advisors LLC | 261,574 | $4.66M | 4.0% | -7.9% | 1.173% | |
10/31/2023 | Endowment Wealth Management Inc. | 10,998 | $196K | 0.2% | -7.0% | 0.049% | |
10/30/2023 | Joseph P. Lucia & Associates LLC | 21,940 | $391K | 0.2% | -4.2% | 0.098% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 129,142 | $2.30M | 0.1% | +1.2% | 0.579% | |