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% | |
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% | |
8/5/2024 | Private Advisor Group LLC | 21,762 | $1.91M | 0.0% | -4.4% | 0.223% | |
8/2/2024 | Aberdeen Wealth Management LLC | 125,028 | $10.95M | 7.4% | -0.4% | 1.280% | |
8/2/2024 | Octavia Wealth Advisors LLC | 167,682 | $14.68M | 2.0% | +4.5% | 1.716% | |
7/31/2024 | Spectrum Investment Advisors Inc. | 7,910 | $693K | 0.5% | +4.8% | 0.081% | |
7/31/2024 | Commonwealth Equity Services LLC | 53,451 | $4.68M | 0.0% | +7.5% | 0.547% | |
7/30/2024 | Hobart Private Capital LLC | 3,756 | $329K | 0.1% | N/A | 0.038% | |
7/29/2024 | Lutz Financial Services LLC | 125,074 | $10.95M | 1.0% | -1.0% | 1.280% | |
7/29/2024 | Ameritas Advisory Services LLC | 2,508 | $220K | 0.0% | -28.4% | 0.026% | |
7/26/2024 | Harbour Investments Inc. | 40,825 | $3.58M | 0.1% | +5.0% | 0.418% | |
7/24/2024 | &PARTNERS | 20,438 | $1.79M | 0.1% | N/A | 0.209% | |
7/23/2024 | Atlas Brown Inc. | 7,505 | $657K | 0.2% | N/A | 0.077% | |
7/23/2024 | Rockland Trust Co. | 799,804 | $70.04M | 3.7% | +0.5% | 8.186% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 145,276 | $12.72M | 0.0% | -5.0% | 1.487% | |
7/19/2024 | Western Wealth Management LLC | 2,596 | $227K | 0.0% | -8.1% | 0.027% | |
7/19/2024 | Raymond James & Associates | 54,514 | $4.77M | 0.0% | -9.1% | 0.558% | |
7/17/2024 | Redhawk Wealth Advisors Inc. | 5,575 | $488K | 0.1% | +3.8% | 0.057% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 89,622 | $7.85M | 0.0% | -4.3% | 0.917% | |
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7/15/2024 | Fifth Third Securities Inc. | 3,191 | $279K | 0.0% | +11.9% | 0.033% | |
7/15/2024 | Stordahl Capital Management Inc. | 171,203 | $14.99M | 3.8% | +3.5% | 1.752% | |
7/9/2024 | Halpern Financial Inc. | 3,691 | $323K | 0.1% | +111.2% | 0.038% | |
5/24/2024 | Cetera Advisors LLC | 2,929 | $266K | 0.0% | N/A | 0.030% | |
5/20/2024 | Virtu Financial LLC | 2,412 | $219K | 0.0% | N/A | 0.025% | |
5/10/2024 | Rodgers & Associates LTD | 4,556 | $414K | 0.1% | -10.8% | 0.046% | |
5/9/2024 | Kingsview Wealth Management LLC | 2,571 | $233K | 0.0% | -5.5% | 0.026% | |
5/9/2024 | BHK Investment Advisors LLC | 4,400 | $400K | 0.2% | N/A | 0.045% | |
5/7/2024 | PFG Advisors | 12,517 | $1.14M | 0.1% | -3.2% | 0.127% | |
5/7/2024 | Spectrum Investment Advisors Inc. | 7,545 | $685K | 0.5% | +4.4% | 0.076% | |
5/3/2024 | Lutz Financial Services LLC | 126,368 | $11.47M | 1.0% | -5.7% | 1.280% | |
5/2/2024 | Salomon & Ludwin LLC | 1,150 | $104K | 0.0% | N/A | 0.012% | |
4/30/2024 | Private Advisor Group LLC | 22,764 | $2.07M | 0.0% | -3.5% | 0.231% | |
4/29/2024 | Commonwealth Equity Services LLC | 49,737 | $4.52M | 0.0% | +46.9% | 0.504% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 152,909 | $13.88M | 0.0% | -1.9% | 1.552% | |
4/22/2024 | Raymond James & Associates | 60,002 | $5.45M | 0.0% | -16.1% | 0.609% | |
4/18/2024 | Stordahl Capital Management Inc. | 165,486 | $15.03M | 3.8% | +4.7% | 1.680% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 93,617 | $8.50M | 0.0% | -5.6% | 0.950% | |
4/11/2024 | Cooper Financial Group | 2,618 | $238K | 0.0% | -59.8% | 0.027% | |
4/11/2024 | Rockland Trust Co. | 795,874 | $72.27M | 3.8% | -0.6% | 8.080% | |
4/10/2024 | Bruce G. Allen Investments LLC | 695 | $63K | 0.1% | N/A | 0.007% | |
4/9/2024 | Mather Group LLC. | 285 | $25K | 0.0% | N/A | 0.003% | |
3/22/2024 | PNC Financial Services Group Inc. | 2,356 | $205K | 0.0% | +10.5% | 0.024% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 2,728 | $238K | 0.0% | N/A | 0.028% | |
2/16/2024 | Trail Ridge Investment Advisors LLC | 4,805 | $419K | 0.3% | +3.4% | 0.049% | |
2/9/2024 | Keystone Financial Group | 2,499 | $218K | 0.0% | N/A | 0.025% | |
2/9/2024 | D.A. Davidson & CO. | 8,236 | $718K | 0.0% | -7.8% | 0.084% | |
2/9/2024 | Wells Fargo & Company MN | 119,146 | $10.39M | 0.0% | +63.4% | 1.210% | |
2/9/2024 | UBS Group AG | 108,631 | $9.47M | 0.0% | +2.2% | 1.103% | |
2/8/2024 | AMG National Trust Bank | 3,480 | $303K | 0.0% | -10.5% | 0.035% | |
2/8/2024 | Level Four Advisory Services LLC | 4,194 | $366K | 0.0% | -10.4% | 0.043% | |
2/8/2024 | Kingsview Wealth Management LLC | 2,721 | $237K | 0.0% | N/A | 0.028% | |
2/8/2024 | Meridian Wealth Management LLC | 3,778 | $329K | 0.0% | +8.8% | 0.038% | |
2/8/2024 | Lutz Financial Services LLC | 133,982 | $11.68M | 1.1% | -0.7% | 1.360% | |
2/7/2024 | Spectrum Investment Advisors Inc. | 7,224 | $630K | 0.5% | N/A | 0.073% | |
2/7/2024 | Gateway Advisory LLC | 35,508 | $3.10M | 0.6% | +48.0% | 0.360% | |
2/6/2024 | Private Advisor Group LLC | 23,589 | $2.06M | 0.0% | +1.6% | 0.239% | |
2/6/2024 | Merit Financial Group LLC | 7,599 | $662K | 0.0% | -4.2% | 0.077% | |
2/6/2024 | Essex Financial Services Inc. | 2,522 | $220K | 0.0% | N/A | 0.026% | |
2/5/2024 | Savant Capital LLC | 54,283 | $4.73M | 0.1% | -3.7% | 0.551% | |
2/2/2024 | Valmark Advisers Inc. | 4,835 | $422K | 0.0% | +2.6% | 0.049% | |
2/2/2024 | Truist Financial Corp | 16,399 | $1.43M | 0.0% | +10.1% | 0.166% | |
2/1/2024 | Heritage Investment Group Inc. | 9,572 | $834K | 0.2% | -17.0% | 0.097% | |
1/31/2024 | Western Wealth Management LLC | 3,027 | $264K | 0.0% | +7.2% | 0.031% | |
1/30/2024 | Avior Wealth Management LLC | 18,991 | $1.66M | 0.1% | -10.7% | 0.193% | |
1/26/2024 | Cerity Partners LLC | 2,366 | $206K | 0.0% | N/A | 0.024% | |
1/24/2024 | Tritonpoint Wealth LLC | 3,142 | $274K | 0.0% | N/A | 0.032% | |
1/22/2024 | Miracle Mile Advisors LLC | 24,126 | $2.10M | 0.1% | -14.1% | 0.245% | |
1/19/2024 | PFG Advisors | 12,932 | $1.13M | 0.1% | +1.5% | 0.131% | |
1/17/2024 | Stordahl Capital Management Inc. | 157,996 | $13.77M | 3.7% | +0.6% | 1.604% | |
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1/16/2024 | Raymond James Financial Services Advisors Inc. | 155,881 | $13.59M | 0.0% | -15.1% | 1.583% | |
1/16/2024 | Raymond James & Associates | 71,548 | $6.24M | 0.0% | -15.3% | 0.726% | |
1/16/2024 | Cooper Financial Group | 6,505 | $567K | 0.1% | +4.9% | 0.066% | |
1/12/2024 | Redhawk Wealth Advisors Inc. | 4,845 | $422K | 0.1% | N/A | 0.049% | |
1/11/2024 | Rockland Trust Co. | 800,934 | $69.83M | 3.8% | +0.5% | 8.131% | |
1/8/2024 | Founders Capital Management | 770 | $67K | 0.0% | -19.6% | 0.008% | |
11/24/2023 | EP Wealth Advisors LLC | 4,769 | $372K | 0.0% | +21.9% | 0.048% | |
11/16/2023 | Harbour Investments Inc. | 36,779 | $2.87M | 0.1% | +6.1% | 0.373% | |
11/14/2023 | Gateway Advisory LLC | 23,996 | $1.87M | 0.4% | +2.5% | 0.244% | |
11/14/2023 | Tower Research Capital LLC TRC | 4,813 | $375K | 0.0% | +11.8% | 0.049% | |