11/1/2024 | Klingman & Associates LLC | 196,898 | $10.70M | 0.7% | +10.6% | 1.509% | |
11/1/2024 | Assetmark Inc. | 51,983 | $2.82M | 0.0% | +2.7% | 0.398% | |
10/31/2024 | Graypoint LLC | 29,390 | $1.60M | 0.1% | N/A | 0.225% | |
10/30/2024 | Crestwood Advisors Group LLC | 7,533 | $409K | 0.0% | +77.5% | 0.058% | |
10/30/2024 | James J. Burns & Company LLC | 87,138 | $4.74M | 0.9% | +6.9% | 0.668% | |
10/25/2024 | Hudson Valley Investment Advisors Inc. ADV | 11,050 | $600K | 0.1% | +8.3% | 0.085% | |
|
10/24/2024 | Wealth Enhancement Advisory Services LLC | 18,556 | $1.01M | 0.0% | -7.2% | 0.142% | |
10/23/2024 | Eagle Ridge Investment Management | 48,688 | $2.65M | 0.2% | +8.9% | 0.373% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 41,935 | $2.28M | 0.1% | +69.8% | 0.321% | |
10/19/2024 | New Century Financial Group LLC | 5,461 | $297K | 0.1% | +7.4% | 0.042% | |
10/18/2024 | Revolve Wealth Partners LLC | 21,782 | $1.18M | 0.2% | +9.9% | 0.167% | |
10/16/2024 | Opal Wealth Advisors LLC | 163,725 | $8.90M | 2.8% | -0.6% | 1.255% | |
10/15/2024 | Astoria Strategic Wealth Inc. | 12,356 | $671K | 0.2% | N/A | 0.095% | |
10/15/2024 | Magnus Financial Group LLC | 20,256 | $1.10M | 0.1% | +20.9% | 0.155% | |
10/11/2024 | Creative Planning | 22,564 | $1.23M | 0.0% | -13.6% | 0.173% | |
10/10/2024 | Level Financial Advisors | 40,505 | $2.20M | 0.8% | +1.6% | 0.310% | |
10/9/2024 | Wedmont Private Capital | 46,413 | $2.51M | 0.1% | -0.7% | 0.356% | |
10/8/2024 | Atomi Financial Group Inc. | 11,776 | $640K | 0.0% | -6.4% | 0.090% | |
10/7/2024 | Cypress Financial Planning LLC | 3,723 | $202K | 0.1% | N/A | 0.029% | |
10/7/2024 | Myecfo LLC | 136,080 | $7.39M | 4.0% | +4.4% | 1.043% | |
10/7/2024 | Miracle Mile Advisors LLC | 294,642 | $16.01M | 0.4% | +18.0% | 2.258% | |
10/7/2024 | Eagle Rock Investment Company LLC | 6,000 | $326K | 0.1% | +50.0% | 0.046% | |
8/27/2024 | New Century Financial Group LLC | 5,083 | $271K | 0.1% | N/A | 0.039% | |
8/22/2024 | Cetera Investment Advisers | 93,618 | $5.00M | 0.0% | +6.7% | 0.717% | |
8/19/2024 | EP Wealth Advisors LLC | 12,735 | $680K | 0.0% | +1.6% | 0.098% | |
8/16/2024 | Creative Planning | 26,114 | $1.39M | 0.0% | +13.4% | 0.200% | |
8/12/2024 | Hsbc Holdings PLC | 485,356 | $25.91M | 0.0% | +74.0% | 3.719% | |
8/8/2024 | Envestnet Asset Management Inc. | 169,259 | $9.04M | 0.0% | +7.8% | 1.297% | |
8/8/2024 | Wealthspire Advisors LLC | 10,175 | $543K | 0.0% | N/A | 0.078% | |
8/5/2024 | Private Advisor Group LLC | 16,936 | $904K | 0.0% | +14.1% | 0.130% | |
8/1/2024 | TIAA Trust National Association | 759,360 | $40.54M | 0.1% | +5.9% | 5.819% | |
8/1/2024 | Crestwood Advisors Group LLC | 4,244 | $227K | 0.0% | -19.5% | 0.033% | |
7/31/2024 | Commonwealth Equity Services LLC | 62,392 | $3.33M | 0.0% | +18.9% | 0.478% | |
7/31/2024 | NBT Bank N A NY | 98,569 | $5.26M | 0.4% | +2.9% | 0.755% | |
7/31/2024 | Klingman & Associates LLC | 177,961 | $9.50M | 0.6% | N/A | 1.364% | |
7/30/2024 | Bryn Mawr Capital Management LLC | 7,859 | $421K | 0.0% | +26.5% | 0.060% | |
7/30/2024 | Arrow Financial Corp | 83,323 | $4.45M | 0.4% | -0.3% | 0.638% | |
7/26/2024 | Durante & Waters LLC | 38,820 | $2.07M | 1.8% | +9.3% | 0.297% | |
7/26/2024 | Breakwater Capital Group | 8,069 | $431K | 0.1% | -29.4% | 0.062% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 20,504 | $1.10M | 0.0% | -2.0% | 0.157% | |
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7/26/2024 | Atomi Financial Group Inc. | 12,581 | $672K | 0.0% | +49.2% | 0.096% | |
7/26/2024 | Bank of New York Mellon Corp | 8,394 | $448K | 0.0% | -17.6% | 0.064% | |
7/26/2024 | Bailard Inc. | 30,234 | $1.61M | 0.0% | +47.8% | 0.232% | |
7/25/2024 | Calamos Wealth Management LLC | 15,895 | $849K | 0.0% | N/A | 0.122% | |
7/24/2024 | Eagle Ridge Investment Management | 44,728 | $2.39M | 0.2% | +1.6% | 0.343% | |
7/23/2024 | Proffitt & Goodson Inc. | 20,585 | $1.10M | 0.2% | -29.4% | 0.158% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 24,691 | $1.32M | 0.1% | +13.8% | 0.189% | |
7/19/2024 | Revolve Wealth Partners LLC | 19,818 | $1.06M | 0.2% | +5.0% | 0.152% | |
7/18/2024 | Sutton Place Investors LLC | 10,065 | $537K | 0.4% | -11.5% | 0.077% | |
7/18/2024 | Miracle Mile Advisors LLC | 249,771 | $13.34M | 0.3% | +28.9% | 1.914% | |
7/17/2024 | SOA Wealth Advisors LLC. | 18,810 | $1.00M | 0.2% | +1,045.6% | 0.144% | |
7/17/2024 | James J. Burns & Company LLC | 81,483 | $4.35M | 0.9% | +42.4% | 0.624% | |
7/16/2024 | Wedmont Private Capital | 46,727 | $2.51M | 0.2% | -6.0% | 0.358% | |
7/15/2024 | Northeast Financial Group Inc. | 5,816 | $311K | 0.1% | -79.7% | 0.045% | |
7/12/2024 | Conrad Siegel Investment Advisors Inc. | 21,106 | $1.13M | 0.3% | +3.4% | 0.162% | |
7/12/2024 | Francis Financial Inc. | 98,692 | $5.27M | 1.6% | -2.8% | 0.756% | |
7/12/2024 | Opal Wealth Advisors LLC | 164,660 | $8.79M | 2.8% | -1.8% | 1.262% | |
7/9/2024 | Lynx Investment Advisory | 2,778 | $148K | 0.1% | N/A | 0.021% | |
7/9/2024 | Myecfo LLC | 130,340 | $6.96M | 4.0% | +123.7% | 0.999% | |
7/2/2024 | Hudson Valley Investment Advisors Inc. ADV | 10,200 | $552K | 0.1% | -8.9% | 0.078% | |
7/2/2024 | Massmutual Trust Co. FSB ADV | 4,000 | $214K | 0.0% | N/A | 0.031% | |
5/24/2024 | Cetera Advisors LLC | 4,089 | $220K | 0.0% | N/A | 0.031% | |
5/24/2024 | Cetera Investment Advisers | 87,774 | $4.72M | 0.0% | +53.3% | 0.673% | |
5/21/2024 | Arrow Financial Corp | 83,534 | $4.50M | 0.4% | -6.1% | 0.640% | |
5/15/2024 | Manhattan West Asset Management LLC | 13,471 | $725K | 0.2% | N/A | 0.103% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 7,750 | $417K | 0.0% | N/A | 0.060% | |
5/10/2024 | TIAA Trust National Association | 716,917 | $38.58M | 0.1% | +1.5% | 5.536% | |
5/8/2024 | Avantax Advisory Services Inc. | 5,667 | $305K | 0.0% | +7.2% | 0.044% | |
5/7/2024 | WNY Asset Management LLC | 27,122 | $1.46M | 0.2% | +11.5% | 0.209% | |
5/7/2024 | Atomi Financial Group Inc. | 8,434 | $454K | 0.0% | N/A | 0.065% | |
5/7/2024 | Facet Wealth Inc. | 185,929 | $9.92M | 0.3% | +22.0% | 1.436% | |
5/3/2024 | Etfidea LLC | 14,658 | $789K | 0.3% | -2.7% | 0.113% | |
5/2/2024 | Whitegate Investment Counselors Inc. | 127,330 | $6.85M | 1.9% | +1.7% | 0.983% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 6,215 | $334K | 0.0% | -20.1% | 0.048% | |
4/30/2024 | Private Advisor Group LLC | 14,838 | $798K | 0.0% | +6.3% | 0.115% | |
4/30/2024 | Perigon Wealth Management LLC | 5,993 | $322K | 0.0% | N/A | 0.046% | |
4/29/2024 | Commonwealth Equity Services LLC | 52,485 | $2.82M | 0.0% | +5.4% | 0.405% | |
4/29/2024 | Durante & Waters LLC | 35,503 | $1.91M | 1.7% | -14.0% | 0.274% | |
4/29/2024 | Meritage Portfolio Management | 4,016 | $216K | 0.0% | N/A | 0.031% | |
4/29/2024 | RWA Wealth Partners LLC | 326,433 | $17.57M | 0.2% | +0.2% | 2.521% | |
4/24/2024 | NBT Bank N A NY | 95,784 | $5.15M | 0.4% | +2.2% | 0.757% | |
4/23/2024 | James J. Burns & Company LLC | 57,233 | $3.05M | 1.1% | -12.7% | 0.452% | |
4/23/2024 | Sutton Place Investors LLC | 11,374 | $612K | 0.3% | +75.1% | 0.090% | |
4/22/2024 | Altfest L J & Co. Inc. | 196,899 | $10.60M | 1.5% | -5.0% | 1.557% | |
4/19/2024 | Level Financial Advisors | 39,745 | $2.14M | 1.0% | -16.9% | 0.314% | |
4/19/2024 | Ndwm LLC | 12,583 | $677K | 0.6% | +3.3% | 0.099% | |
4/18/2024 | Myecfo LLC | 58,272 | $3.14M | 1.8% | +87.6% | 0.461% | |
4/18/2024 | Eagle Ridge Investment Management | 44,044 | $2.37M | 0.2% | -1.9% | 0.348% | |
4/18/2024 | Miracle Mile Advisors LLC | 193,702 | $10.42M | 0.3% | +5.3% | 1.531% | |
4/18/2024 | Francis Financial Inc. | 101,542 | $5.46M | 1.8% | +60.9% | 0.803% | |
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4/18/2024 | Citizens Business Bank | 12,885 | $693K | 0.1% | +12.7% | 0.102% | |
4/18/2024 | Breakwater Capital Group | 11,432 | $615K | 0.2% | +9.8% | 0.090% | |
4/17/2024 | Grimes & Company Inc. | 8,250 | $444K | 0.0% | N/A | 0.065% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 21,701 | $1.17M | 0.1% | +162.1% | 0.172% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 20,106 | $1.08M | 0.0% | -8.2% | 0.159% | |
4/15/2024 | Revolve Wealth Partners LLC | 18,868 | $1.02M | 0.2% | +14.0% | 0.149% | |
4/15/2024 | Northeast Financial Group Inc. | 28,594 | $1.54M | 0.7% | +13.1% | 0.226% | |
4/11/2024 | Opal Wealth Advisors LLC | 167,630 | $9.02M | 3.1% | -0.3% | 1.325% | |
4/11/2024 | Boston Standard Wealth Management LLC | 6,360 | $342K | 0.1% | +3.2% | 0.050% | |
4/10/2024 | SOA Wealth Advisors LLC. | 1,642 | $88K | 0.0% | +87.4% | 0.015% | |