3/17/2025 | Wealth Enhancement Advisory Services LLC | 99,652 | $9.52M | 0.0% | +11.2% | 1.033% | |
3/13/2025 | Silver Oak Wealth Advisors Services LLC | 2,255 | $215K | 0.2% | N/A | 0.023% | |
2/25/2025 | Shufro Rose & Co. LLC | 6,110 | $584K | 0.0% | -2.4% | 0.064% | |
2/24/2025 | Ameriflex Group Inc. | 385 | $38K | 0.0% | N/A | 0.004% | |
2/18/2025 | Mosaic Family Wealth Partners LLC | 5,554 | $531K | 0.1% | +2.8% | 0.057% | |
2/17/2025 | Cetera Investment Advisers | 13,629 | $1.30M | 0.0% | +77.0% | 0.139% | |
2/17/2025 | Cary Street Partners Financial LLC | 3,466 | $331K | 0.0% | N/A | 0.035% | |
2/17/2025 | Bank of America Corp DE | 288,261 | $27.55M | 0.0% | +5.2% | 2.950% | |
2/14/2025 | Comerica Bank | 391 | $37K | 0.0% | -27.7% | 0.004% | |
2/14/2025 | IHT Wealth Management LLC | 3,941 | $377K | 0.0% | +2.7% | 0.040% | |
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2/14/2025 | Stifel Financial Corp | 10,143 | $969K | 0.0% | N/A | 0.104% | |
2/14/2025 | Tower Research Capital LLC TRC | 1,885 | $180K | 0.0% | -57.7% | 0.019% | |
2/13/2025 | Mariner LLC | 826,203 | $78.95M | 0.1% | -1.5% | 8.457% | |
2/13/2025 | Keystone Financial Group | 2,490 | $238K | 0.0% | N/A | 0.025% | |
2/13/2025 | Synovus Financial Corp | 2,223 | $213K | 0.0% | -49.9% | 0.023% | |
2/13/2025 | Raymond James Financial Inc. | 192,171 | $18.36M | 0.0% | N/A | 1.967% | |
2/13/2025 | Envestnet Asset Management Inc. | 12,695 | $1.21M | 0.0% | -6.7% | 0.130% | |
2/13/2025 | Wells Fargo & Company MN | 85,619 | $8.18M | 0.0% | +4.9% | 0.876% | |
2/12/2025 | Level Four Advisory Services LLC | 4,563 | $436K | 0.0% | +19.2% | 0.047% | |
2/12/2025 | Howe & Rusling Inc. | 1,326 | $127K | 0.0% | N/A | 0.014% | |
2/12/2025 | JPMorgan Chase & Co. | 23,522 | $2.25M | 0.0% | +2.9% | 0.241% | |
2/11/2025 | Crowley Wealth Management Inc. | 600 | $57K | 0.1% | N/A | 0.006% | |
2/11/2025 | LPL Financial LLC | 91,865 | $8.78M | 0.0% | +1.0% | 0.940% | |
2/11/2025 | Virtu Financial LLC | 2,579 | $246K | 0.0% | -85.6% | 0.026% | |
2/11/2025 | VSM Wealth Advisory LLC | 600 | $57K | 0.0% | N/A | 0.006% | |
2/10/2025 | Harbour Investments Inc. | 4,413 | $422K | 0.0% | -2.9% | 0.045% | |
2/10/2025 | Corient Private Wealth LLC | 4,311 | $412K | 0.0% | -11.3% | 0.044% | |
2/10/2025 | Phillips Financial Management LLC | 2,862 | $273K | 0.0% | -78.9% | 0.029% | |
2/10/2025 | Commonwealth Equity Services LLC | 49,613 | $4.74M | 0.0% | +21.2% | 0.508% | |
2/7/2025 | PFG Advisors | 13,589 | $1.30M | 0.1% | -1.1% | 0.139% | |
2/7/2025 | Independent Advisor Alliance | 13,397 | $1.28M | 0.0% | N/A | 0.137% | |
2/7/2025 | Naviter Wealth LLC | 6,851 | $655K | 0.1% | N/A | 0.070% | |
2/7/2025 | Rialto Wealth Management LLC | 1,347 | $129K | 0.0% | N/A | 0.014% | |
2/7/2025 | Larson Financial Group LLC | 976 | $93K | 0.0% | +3,966.7% | 0.010% | |
2/6/2025 | Raymond James Financial Inc. | 192,171 | $18.36M | 0.0% | N/A | 1.967% | |
2/6/2025 | Keybank National Association OH | 10,346 | $989K | 0.0% | -1.0% | 0.106% | |
2/6/2025 | Jones Financial Companies Lllp | 2,383 | $228K | 0.0% | +838.2% | 0.024% | |
2/5/2025 | Hanover Advisors Inc. | 5,231 | $500K | 0.2% | -13.1% | 0.054% | |
2/5/2025 | Oppenheimer & Co. Inc. | 8,971 | $857K | 0.0% | +4.5% | 0.092% | |
2/4/2025 | Lutz Financial Services LLC | 121,897 | $11.65M | 0.9% | -0.7% | 1.248% | |
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2/3/2025 | Private Advisor Group LLC | 20,148 | $1.93M | 0.0% | -6.7% | 0.206% | |
1/31/2025 | Global Retirement Partners LLC | 888 | $85K | 0.0% | +244.2% | 0.009% | |
1/31/2025 | Truist Financial Corp | 31,231 | $2.98M | 0.0% | +13.0% | 0.320% | |
1/31/2025 | Ifrah Financial Services Inc. | 4,519 | $432K | 0.1% | +97.3% | 0.046% | |
1/30/2025 | Allworth Financial LP | 38,351 | $3.82M | 0.0% | N/A | 0.393% | |
1/29/2025 | Sovran Advisors LLC | 4,629 | $448K | 0.1% | N/A | 0.047% | |
1/29/2025 | Savant Capital LLC | 43,183 | $4.13M | 0.0% | -2.5% | 0.442% | |
1/28/2025 | Newbridge Financial Services Group Inc. | 444 | $42K | 0.0% | N/A | 0.005% | |
1/28/2025 | Kingsview Wealth Management LLC | 2,301 | $220K | 0.0% | -10.2% | 0.024% | |
1/28/2025 | Spectrum Investment Advisors Inc. | 8,826 | $843K | 0.6% | +6.9% | 0.090% | |
1/28/2025 | Archer Investment Corp | 722 | $69K | 0.0% | N/A | 0.007% | |
1/28/2025 | American Financial & Tax Strategies Inc. | 14,904 | $1.42M | 0.7% | -0.7% | 0.153% | |
1/24/2025 | OFC Financial Planning LLC | 6,214 | $594K | 0.6% | N/A | 0.064% | |
1/23/2025 | Stordahl Capital Management Inc. | 165,024 | $15.77M | 3.7% | -3.1% | 1.689% | |
1/17/2025 | Octavia Wealth Advisors LLC | 177,186 | $16.93M | 2.1% | -0.1% | 1.814% | |
1/15/2025 | Merit Financial Group LLC | 6,786 | $648K | 0.0% | -6.8% | 0.069% | |
1/14/2025 | Pinnacle Bancorp Inc. | 578 | $55K | 0.0% | +803.1% | 0.006% | |
1/14/2025 | Christopher J. Hasenberg Inc | 44,721 | $4.27M | 1.7% | +203,177.3% | 0.458% | |
1/14/2025 | Rockland Trust Co. | 802,012 | $76.64M | 3.9% | -0.3% | 8.209% | |
1/13/2025 | Miracle Mile Advisors LLC | 22,236 | $2.13M | 0.0% | -7.8% | 0.228% | |
1/13/2025 | Eastern Bank | 1,340 | $128K | 0.0% | +109.4% | 0.014% | |
1/13/2025 | Cooper Financial Group | 2,776 | $265K | 0.0% | +4.3% | 0.028% | |
12/26/2024 | JPMorgan Chase & Co. | 22,852 | $2.19M | 0.0% | +41.3% | 0.234% | |
11/25/2024 | Synovus Financial Corp | 4,440 | $425K | 0.0% | N/A | 0.045% | |
11/20/2024 | Virtu Financial LLC | 17,924 | $1.72M | 0.1% | N/A | 0.183% | |
11/15/2024 | EP Wealth Advisors LLC | 29,511 | $2.83M | 0.0% | +513.8% | 0.302% | |
11/15/2024 | HighTower Advisors LLC | 3,430 | $329K | 0.0% | N/A | 0.035% | |
11/14/2024 | Teachers Insurance & Annuity Association of America | 822 | $79K | 0.1% | N/A | 0.008% | |
11/13/2024 | FMR LLC | 1,379 | $132K | 0.0% | +52.4% | 0.014% | |
11/12/2024 | Meridian Wealth Management LLC | 4,379 | $419K | 0.0% | N/A | 0.045% | |
11/8/2024 | Aberdeen Wealth Management LLC | 123,208 | $11.80M | 7.7% | -1.5% | 1.261% | |
11/7/2024 | Thrivent Financial for Lutherans | 18,454 | $1.77M | 0.0% | -1.4% | 0.189% | |
11/6/2024 | Spectrum Investment Advisors Inc. | 8,257 | $790K | 0.5% | +4.4% | 0.085% | |
11/6/2024 | Schrum Private Wealth Management LLC | 3,000 | $287K | 0.1% | N/A | 0.031% | |
11/6/2024 | Oppenheimer & Co. Inc. | 8,582 | $822K | 0.0% | +11.4% | 0.088% | |
11/5/2024 | Aptus Capital Advisors LLC | 593 | $57K | 0.0% | N/A | 0.006% | |
11/5/2024 | Harbour Investments Inc. | 4,546 | $435K | 0.0% | -88.9% | 0.047% | |
11/1/2024 | Capital Performance Advisors LLP | 340 | $33K | 0.0% | N/A | 0.003% | |
10/30/2024 | Lutz Financial Services LLC | 122,795 | $11.76M | 1.0% | -1.8% | 1.257% | |
10/25/2024 | Trail Ridge Investment Advisors LLC | 3,814 | $368K | 0.2% | -3.4% | 0.039% | |
10/22/2024 | Private Advisor Group LLC | 21,589 | $2.07M | 0.0% | -0.8% | 0.221% | |
10/22/2024 | Eastern Bank | 640 | $61K | 0.0% | N/A | 0.007% | |
10/18/2024 | Raymond James & Associates | 50,909 | $4.87M | 0.0% | -6.6% | 0.521% | |
10/16/2024 | Asset Dedication LLC | 2,214 | $212K | 0.0% | -9.4% | 0.023% | |
10/11/2024 | Creative Planning | 10,032 | $960K | 0.0% | -7.5% | 0.103% | |
10/10/2024 | Octavia Wealth Advisors LLC | 177,407 | $16.98M | 2.1% | +5.8% | 1.816% | |
10/8/2024 | Stordahl Capital Management Inc. | 170,308 | $16.14M | 3.8% | -0.5% | 1.743% | |
10/5/2024 | Halpern Financial Inc. | 1,648 | $156K | 0.0% | -55.4% | 0.017% | |
10/3/2024 | Rockland Trust Co. | 804,681 | $77.03M | 3.8% | +0.6% | 8.236% | |
9/11/2024 | Newbridge Financial Services Group Inc. | 444 | $39K | 0.0% | N/A | 0.005% | |
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8/22/2024 | Cetera Investment Advisers | 14,886 | $1.30M | 0.0% | +8.7% | 0.152% | |
8/21/2024 | Truist Financial Corp | 24,529 | $2.15M | 0.0% | +0.6% | 0.251% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 105,556 | $9.24M | 0.0% | +38.5% | 1.080% | |
8/16/2024 | Creative Planning | 10,843 | $950K | 0.0% | -21.7% | 0.111% | |
8/14/2024 | Gateway Advisory LLC | 37,389 | $3.27M | 0.6% | +3.8% | 0.383% | |
8/13/2024 | Thrivent Financial for Lutherans | 18,719 | $1.64M | 0.0% | +0.7% | 0.192% | |
8/9/2024 | Citizens Financial Group Inc. RI | 3,020 | $264K | 0.0% | N/A | 0.031% | |
8/8/2024 | PFG Advisors | 13,692 | $1.20M | 0.1% | +9.4% | 0.140% | |
8/6/2024 | Asset Dedication LLC | 2,444 | $214K | 0.0% | -4.6% | 0.025% | |
8/6/2024 | Savant Capital LLC | 46,088 | $4.04M | 0.0% | -4.4% | 0.472% | |