10/25/2024 | Edge Financial Advisors LLC | 37,149 | $2.34M | 2.1% | N/A | 4.793% | |
10/17/2024 | OmniStar Financial Group Inc. | 15,665 | $987K | 0.7% | +16.4% | 2.021% | |
10/17/2024 | Aspiriant LLC | 12,437 | $782K | 0.0% | -2.2% | 1.605% | |
10/15/2024 | Cabot Wealth Management Inc. | 24,969 | $1.57M | 0.2% | +10.6% | 3.222% | |
10/1/2024 | Appleton Partners Inc. MA | 21,557 | $1.36M | 0.1% | -3.7% | 2.782% | |
8/26/2024 | Ariadne Wealth Management LP | 11,444 | $669K | 0.4% | N/A | 1.477% | |
|
8/10/2024 | Virtu Financial LLC | 16,144 | $944K | 0.1% | +56.1% | 2.083% | |
8/6/2024 | Asset Dedication LLC | 1,430 | $84K | 0.0% | -15.2% | 0.185% | |
7/24/2024 | Premier Path Wealth Partners LLC | 35,229 | $2.06M | 0.4% | +6.7% | 4.546% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 12,222 | $714K | 0.0% | -2.7% | 1.577% | |
7/12/2024 | Cabot Wealth Management Inc. | 22,577 | $1.32M | 0.2% | +27.5% | 2.913% | |
7/2/2024 | Appleton Partners Inc. MA | 22,377 | $1.31M | 0.1% | -6.9% | 2.887% | |
5/20/2024 | Virtu Financial LLC | 10,343 | $597K | 0.0% | +44.1% | 1.335% | |
5/14/2024 | Sentinel Pension Advisors Inc. | 3,610 | $208K | 0.0% | -7.1% | 0.466% | |
4/24/2024 | Premier Path Wealth Partners LLC | 33,007 | $1.91M | 0.4% | +53.8% | 4.259% | |
4/22/2024 | Edge Financial Advisors LLC | 22,887 | $1.32M | 1.2% | N/A | 2.953% | |
4/1/2024 | Appleton Partners Inc. MA | 24,023 | $1.39M | 0.1% | -8.7% | 3.003% | |
2/26/2024 | Virtu Financial LLC | 7,176 | $410K | 0.0% | N/A | 0.897% | |
2/9/2024 | Advisory Services Network LLC | 16,954 | $969K | 0.0% | +6.5% | 2.119% | |
2/7/2024 | NBC Securities Inc. | 1,475 | $84K | 0.0% | +111.3% | 0.184% | |
1/26/2024 | Geneos Wealth Management Inc. | 1,267 | $72K | 0.0% | -18.6% | 0.158% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 12,554 | $718K | 0.0% | +10.0% | 1.569% | |
1/12/2024 | Premier Path Wealth Partners LLC | 21,466 | $1.26M | 0.3% | N/A | 2.683% | |
1/2/2024 | Appleton Partners Inc. MA | 26,302 | $1.50M | 0.1% | -15.2% | 3.288% | |
11/13/2023 | LPL Financial LLC | 126,031 | $6.81M | 0.0% | +119.9% | 15.754% | |
11/7/2023 | OmniStar Financial Group Inc. | 13,029 | $706K | 0.8% | +6.3% | 1.629% | |
11/4/2023 | NBC Securities Inc. | 698 | $37K | 0.0% | N/A | 0.087% | |
10/27/2023 | Capital Advisors Ltd. LLC | 7,869 | $425K | 0.1% | +100.8% | 0.984% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 11,411 | $616K | 0.0% | +15.9% | 1.426% | |
10/23/2023 | Sentinel Pension Advisors Inc. | 4,479 | $242K | 0.1% | +5.1% | 0.560% | |
10/3/2023 | Appleton Partners Inc. MA | 31,007 | $1.68M | 0.1% | -10.7% | 3.876% | |
8/10/2023 | Osaic Holdings Inc. | 85,428 | $4.74M | 0.0% | +10,330.8% | 10.679% | |
8/4/2023 | Envestnet Asset Management Inc. | 99,210 | $5.50M | 0.0% | +592.1% | 12.401% | |
7/31/2023 | LPL Financial LLC | 57,322 | $3.18M | 0.0% | -2.0% | 7.165% | |
7/31/2023 | BMS Financial Advisors LLC | 69,353 | $3.84M | 2.5% | N/A | 8.669% | |
7/24/2023 | OmniStar Financial Group Inc. | 12,254 | $680K | 0.8% | -11.2% | 1.591% | |
7/21/2023 | Wealth Enhancement Advisory Services LLC | 8,725 | $484K | 0.0% | -50.5% | 1.133% | |
7/19/2023 | Aspiriant LLC | 13,292 | $737K | 0.0% | -7.6% | 1.726% | |
7/13/2023 | Miracle Mile Advisors LLC | 51,363 | $1.56M | 0.0% | N/A | 6.671% | |
7/13/2023 | Cabot Wealth Management Inc. | 14,833 | $822K | 0.1% | +6.3% | 1.926% | |
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7/10/2023 | Appleton Partners Inc. MA | 34,724 | $1.93M | 0.2% | -25.6% | 4.510% | |
5/15/2023 | Flow Traders U.S. LLC | 31,585 | $1.76M | 0.1% | +171.3% | 4.102% | |
5/10/2023 | LPL Financial LLC | 58,502 | $3.25M | 0.0% | -17.9% | 7.598% | |
5/3/2023 | Capital Advisors Ltd. LLC | 3,927 | $218K | 0.0% | -24.9% | 0.510% | |
5/1/2023 | OmniStar Financial Group Inc. | 13,798 | $767K | 1.0% | N/A | 1.792% | |
4/28/2023 | Sentinel Pension Advisors Inc. | 4,277 | $237K | 0.1% | -8.0% | 0.555% | |
4/25/2023 | Wealth Enhancement Advisory Services LLC | 17,630 | $980K | 0.0% | +1.5% | 2.290% | |
4/25/2023 | Geneos Wealth Management Inc. | 1,519 | $84K | 0.0% | +379.2% | 0.197% | |
4/20/2023 | Cabot Wealth Management Inc. | 13,950 | $775K | 0.1% | +16.0% | 1.812% | |
4/10/2023 | Appleton Partners Inc. MA | 46,691 | $2.60M | 0.2% | -5.3% | 6.064% | |
3/6/2023 | OLD Mission Capital LLC | 2,394 | $128K | 0.0% | -89.8% | 0.311% | |
2/10/2023 | KWB Wealth | 4,370 | $233K | 0.0% | N/A | 0.568% | |
2/7/2023 | Capital Advisors Ltd. LLC | 5,227 | $279K | 0.0% | -3.7% | 0.679% | |
2/7/2023 | LPL Financial LLC | 71,217 | $3.81M | 0.0% | +38.2% | 9.249% | |
2/7/2023 | Envestnet Asset Management Inc. | 14,348 | $767K | 0.0% | -18.0% | 1.863% | |
2/6/2023 | Sentinel Pension Advisors Inc. | 4,651 | $249K | 0.1% | -13.2% | 0.604% | |
1/31/2023 | Cabot Wealth Management Inc. | 12,031 | $643K | 0.1% | +6.8% | 1.562% | |
1/26/2023 | Comerica Bank | 14,387 | $816K | 0.0% | -12.8% | 1.868% | |
1/19/2023 | Appleton Partners Inc. MA | 49,302 | $2.63M | 0.2% | -15.4% | 6.403% | |
11/15/2022 | Flow Traders U.S. LLC | 9,372 | $476K | 0.0% | -46.5% | 1.217% | |
11/14/2022 | OLD Mission Capital LLC | 23,372 | $1.19M | 0.0% | +1.8% | 3.035% | |
11/9/2022 | Capital Advisors Ltd. LLC | 5,427 | $276K | 0.1% | -39.7% | 0.705% | |
11/1/2022 | Sentinel Pension Advisors Inc. | 5,360 | $272K | 0.1% | -11.5% | 0.696% | |
10/28/2022 | Comerica Bank | 16,498 | $831K | 0.0% | -5.5% | 2.143% | |
10/27/2022 | Appleton Partners Inc. MA | 58,296 | $2.96M | 0.3% | -15.3% | 7.571% | |
10/25/2022 | Outlook Wealth Advisors LLC | 18,217 | $925K | 0.4% | -2.2% | 2.366% | |
10/19/2022 | Cabot Wealth Management Inc. | 11,263 | $572K | 0.1% | -6.7% | 1.463% | |
10/17/2022 | Wealth Enhancement Advisory Services LLC | 17,369 | $897K | 0.0% | N/A | 2.256% | |
9/23/2022 | Capital Wealth Alliance LLC | 108,888 | $2.98M | 1.1% | N/A | 9.722% | |
8/13/2022 | Flow Traders U.S. LLC | 17,508 | $988K | 0.1% | N/A | 1.563% | |
8/5/2022 | OLD Mission Capital LLC | 22,956 | $1.30M | 0.0% | +8.5% | 2.050% | |
8/5/2022 | Capital Advisors Ltd. LLC | 9,002 | $508K | 0.1% | +246.0% | 0.804% | |
8/3/2022 | Envestnet Asset Management Inc. | 8,479 | $478K | 0.0% | +86.9% | 0.757% | |
8/2/2022 | Capital Wealth Alliance LLC | 108,888 | $2.98M | 1.9% | N/A | 9.722% | |
8/2/2022 | Comerica Bank | 17,455 | $971K | 0.0% | +20.1% | 1.558% | |
8/1/2022 | Cabot Wealth Management Inc. | 12,072 | $681K | 0.1% | +3.5% | 1.078% | |
7/28/2022 | Outlook Wealth Advisors LLC | 18,630 | $1.05M | 0.4% | -4.2% | 1.694% | |
7/19/2022 | Asset Dedication LLC | 1,973 | $110K | 0.0% | -33.9% | 0.179% | |
7/8/2022 | Appleton Partners Inc. MA | 68,838 | $3.88M | 0.4% | -3.0% | 6.258% | |
4/27/2022 | Comerica Bank | 14,536 | $905K | 0.0% | N/A | 1.321% | |
4/21/2022 | Asset Dedication LLC | 2,983 | $189K | 0.0% | -94.3% | 0.271% | |
4/18/2022 | Upper Left Wealth Management LLC | 19,621 | $772K | 0.8% | N/A | 1.784% | |
4/14/2022 | Cabot Wealth Management Inc. | 11,666 | $748K | 0.1% | +7.2% | 1.061% | |
4/14/2022 | AdvisorNet Financial Inc | 2,056 | $132K | 0.0% | +12.3% | 0.187% | |
4/5/2022 | Appleton Partners Inc. MA | 70,968 | $4.55M | 0.4% | -5.6% | 6.171% | |
2/15/2022 | Stadion Money Management LLC | 341,745 | $23.11M | 1.2% | +6.9% | 29.717% | |
2/14/2022 | LPL Financial LLC | 87,382 | $5.91M | 0.0% | +8.3% | 7.598% | |
2/10/2022 | OLD Mission Capital LLC | 5,118 | $346K | 0.0% | N/A | 0.427% | |
2/8/2022 | Wealth Enhancement Advisory Services LLC | 45,742 | $3.06M | 0.0% | +3.5% | 3.812% | |
2/8/2022 | Sentinel Pension Advisors Inc. | 6,200 | $419K | 0.1% | -16.4% | 0.517% | |
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2/3/2022 | Appleton Partners Inc. MA | 75,209 | $5.09M | 0.4% | -4.9% | 6.267% | |
1/26/2022 | Cabot Wealth Management Inc. | 10,882 | $736K | 0.1% | +5.4% | 0.907% | |
1/21/2022 | Outlook Wealth Advisors LLC | 19,715 | $1.33M | 0.4% | -1.0% | 1.643% | |
1/21/2022 | Asset Dedication LLC | 52,768 | $3.56M | 0.4% | +19.0% | 4.397% | |
1/10/2022 | Patriot Financial Group Insurance Agency LLC | 1,667 | $113K | 0.0% | -50.3% | 0.139% | |
11/16/2021 | LPL Financial LLC | 80,681 | $5.46M | 0.0% | +3.6% | 6.723% | |
11/15/2021 | Stadion Money Management LLC | 319,795 | $21.64M | 1.4% | -4.7% | 26.650% | |
11/5/2021 | Advisor Group Holdings Inc. | 1,182 | $79K | 0.0% | -13.3% | 0.099% | |
11/3/2021 | Wealth Enhancement Advisory Services LLC | 44,205 | $3.05M | 0.0% | +1.1% | 3.684% | |
11/2/2021 | Raymond James Financial Services Advisors Inc. | 10,889 | $737K | 0.0% | +3.2% | 0.907% | |