11/4/2024 | Addison Advisors LLC | 10,310 | $487K | 0.1% | -4.0% | 0.025% | |
11/4/2024 | Kennebec Savings Bank | 1,875 | $89K | 0.1% | N/A | 0.005% | |
11/4/2024 | Sigma Planning Corp | 7,342 | $347K | 0.0% | N/A | 0.018% | |
10/31/2024 | Spinnaker Trust | 302,364 | $14.29M | 0.9% | +13.4% | 0.744% | |
10/29/2024 | Key Financial Inc | 4,540 | $215K | 0.0% | N/A | 0.011% | |
10/28/2024 | Sensible Financial Planning & Management LLC. | 386,001 | $18.24M | 3.6% | +0.4% | 0.950% | |
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10/24/2024 | Gemmer Asset Management LLC | 367,429 | $17.36M | 1.7% | +6.2% | 0.905% | |
10/24/2024 | 4Thought Financial Group Inc. | 5,643 | $267K | 0.2% | -5.1% | 0.014% | |
10/24/2024 | Modera Wealth Management LLC | 49,173 | $2.32M | 0.0% | -2.8% | 0.121% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 16,919 | $799K | 0.0% | +24.4% | 0.042% | |
10/24/2024 | PFG Investments LLC | 27,554 | $1.30M | 0.1% | -6.9% | 0.068% | |
10/23/2024 | Lake Street Advisors Group LLC | 873,097 | $41.25M | 1.9% | +13.8% | 2.149% | |
10/22/2024 | Private Advisor Group LLC | 5,508 | $260K | 0.0% | -32.4% | 0.014% | |
10/21/2024 | Horst & Graben Wealth Management LLC | 7,621 | $360K | 0.1% | +4.4% | 0.019% | |
10/21/2024 | Marino Stram & Associates LLC | 33,191 | $1.57M | 0.3% | -2.2% | 0.082% | |
10/15/2024 | PFG Advisors | 49,027 | $2.32M | 0.1% | +2.6% | 0.121% | |
10/11/2024 | Creative Planning | 29,900 | $1.41M | 0.0% | -4.0% | 0.074% | |
10/11/2024 | Oxler Private Wealth LLC | 38,090 | $1.80M | 0.6% | -3.9% | 0.094% | |
10/10/2024 | Matrix Asset Advisors Inc. NY | 11,784 | $557K | 0.1% | +21.5% | 0.029% | |
10/8/2024 | CWM LLC | 15,225 | $719K | 0.0% | +26.3% | 0.037% | |
10/8/2024 | First National Corp MA ADV | 22,166 | $1.05M | 0.2% | +19.4% | 0.055% | |
10/8/2024 | Affinity Capital Advisors LLC | 20,179 | $953K | 0.2% | -3.2% | 0.050% | |
10/5/2024 | Burns J W & Co. Inc. NY | 9,325 | $441K | 0.1% | +9.7% | 0.023% | |
10/2/2024 | Stonehearth Capital Management LLC | 79,532 | $3.76M | 1.5% | -2.0% | 0.196% | |
8/21/2024 | Truist Financial Corp | 49,852 | $2.22M | 0.0% | -0.9% | 0.123% | |
8/19/2024 | EP Wealth Advisors LLC | 16,145 | $720K | 0.0% | +164.8% | 0.040% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 4,417 | $197K | 0.0% | -8.6% | 0.011% | |
8/16/2024 | Creative Planning | 31,152 | $1.39M | 0.0% | -5.4% | 0.077% | |
8/14/2024 | Evergreen Capital Management LLC | 15,940 | $711K | 0.0% | -3.8% | 0.039% | |
8/13/2024 | Sei Investments Co. | 141,249 | $6.30M | 0.0% | -9.1% | 0.348% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 5,769 | $257K | 0.0% | -56.7% | 0.014% | |
8/10/2024 | Axxcess Wealth Management LLC | 11,907 | $531K | 0.0% | -21.9% | 0.029% | |
8/9/2024 | Citizens Financial Group Inc. RI | 31,400 | $1.40M | 0.0% | N/A | 0.077% | |
8/9/2024 | Hanson & Doremus Investment Management | 29,673 | $1.32M | 0.2% | +26.6% | 0.073% | |
8/8/2024 | Envestnet Asset Management Inc. | 60,454 | $2.70M | 0.0% | -12.6% | 0.149% | |
8/8/2024 | PFG Advisors | 47,770 | $2.13M | 0.1% | -4.8% | 0.118% | |
8/8/2024 | Bell Investment Advisors Inc | 20,105 | $897K | 0.2% | +1.8% | 0.049% | |
8/7/2024 | AGF Management Ltd. | 45,550 | $2.03M | 0.0% | +10.7% | 0.112% | |
8/7/2024 | PFG Investments LLC | 29,600 | $1.32M | 0.1% | +21.9% | 0.073% | |
8/6/2024 | Lake Street Advisors Group LLC | 767,181 | $34.22M | 1.6% | +63.1% | 1.889% | |
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8/5/2024 | Addison Advisors LLC | 10,735 | $479K | 0.2% | -5.2% | 0.026% | |
8/3/2024 | National Bank of Canada FI | 1,734 | $77K | 0.0% | -74.1% | 0.004% | |
8/2/2024 | Larson Financial Group LLC | 671 | $30K | 0.0% | N/A | 0.002% | |
8/2/2024 | JFG Wealth Management LLC | 59,875 | $2.67M | 0.8% | -6.2% | 0.147% | |
8/1/2024 | Retirement Income Solutions Inc | 206,761 | $9.22M | 2.2% | -28.4% | 0.509% | |
8/1/2024 | TIAA Trust National Association | 6,528 | $291K | 0.0% | +29.1% | 0.016% | |
7/31/2024 | Essex Financial Services Inc. | 27,611 | $1.23M | 0.1% | N/A | 0.068% | |
7/31/2024 | Spinnaker Trust | 266,738 | $11.90M | 0.8% | -0.6% | 0.657% | |
7/31/2024 | Commonwealth Equity Services LLC | 118,185 | $5.27M | 0.0% | +18.3% | 0.291% | |
7/31/2024 | Rothschild Investment LLC | 1,920 | $86K | 0.0% | N/A | 0.005% | |
7/31/2024 | Trademark Financial Management LLC | 7,280 | $325K | 0.3% | +49.5% | 0.018% | |
7/30/2024 | International Assets Investment Management LLC | 661 | $29K | 0.0% | N/A | 0.002% | |
7/29/2024 | Modera Wealth Management LLC | 50,579 | $2.26M | 0.0% | +1.5% | 0.125% | |
7/29/2024 | Schmidt P J Investment Management Inc. | 8,925 | $398K | 0.1% | +36.8% | 0.022% | |
7/26/2024 | Harbour Investments Inc. | 88,720 | $3.96M | 0.1% | +4.3% | 0.218% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 123,505 | $5.51M | 0.0% | +0.3% | 0.304% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 5,169 | $231K | 0.0% | N/A | 0.013% | |
7/26/2024 | Bailard Inc. | 22,982 | $1.03M | 0.0% | -1.2% | 0.057% | |
7/26/2024 | Bank of New York Mellon Corp | 1,582,015 | $70.56M | 0.0% | -4.8% | 3.895% | |
7/25/2024 | Institute for Wealth Management LLC. | 123,606 | $5.51M | 0.7% | +4.7% | 0.304% | |
7/24/2024 | Boyd Wealth Management LLC | 42,196 | $1.88M | 1.0% | +1.1% | 0.104% | |
7/23/2024 | Fortis Capital Management LLC | 72,600 | $3.24M | 0.7% | -2.7% | 0.179% | |
7/22/2024 | Hobbs Group Advisors LLC | 3,331 | $149K | 0.1% | N/A | 0.008% | |
7/22/2024 | West Coast Financial LLC | 7,447 | $332K | 0.0% | -41.7% | 0.018% | |
7/22/2024 | Dakota Wealth Management | 4,619 | $206K | 0.0% | N/A | 0.011% | |
7/19/2024 | Sensible Financial Planning & Management LLC. | 384,540 | $17.15M | 3.7% | -2.0% | 0.947% | |
7/18/2024 | Marino Stram & Associates LLC | 33,932 | $1.51M | 0.4% | -2.3% | 0.084% | |
7/17/2024 | Windmill Hill Asset Management Ltd | 3,964,738 | $176.83M | 74.2% | -18.4% | 9.761% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 13,605 | $607K | 0.0% | -14.0% | 0.033% | |
7/16/2024 | Gemmer Asset Management LLC | 346,049 | $15.43M | 1.7% | +8.6% | 0.852% | |
7/16/2024 | Trevian Wealth Management LLC | 15,485 | $691K | 3.4% | +8.9% | 0.038% | |
7/15/2024 | Matrix Asset Advisors Inc. NY | 9,697 | $432K | 0.1% | -6.5% | 0.024% | |
7/13/2024 | Cornerstone Wealth Advisors Inc. | 6,785 | $303K | 0.1% | N/A | 0.017% | |
7/12/2024 | First National Corp MA ADV | 18,568 | $828K | 0.2% | -3.5% | 0.046% | |
7/10/2024 | Simplicity Wealth LLC | 5,983 | $267K | 0.0% | -4.1% | 0.015% | |
7/10/2024 | CWM LLC | 12,055 | $538K | 0.0% | +10.6% | 0.030% | |
7/5/2024 | Stonehearth Capital Management LLC | 81,194 | $3.62M | 1.6% | -0.7% | 0.200% | |
5/29/2024 | Clean Yield Group | 1,413 | $60K | 0.0% | -20.1% | 0.003% | |
5/17/2024 | Comerica Bank | 7,799 | $334K | 0.0% | -21.5% | 0.019% | |
5/14/2024 | Axxcess Wealth Management LLC | 15,245 | $652K | 0.0% | +2.8% | 0.037% | |
5/14/2024 | EP Wealth Advisors LLC | 6,097 | $261K | 0.0% | -9.4% | 0.015% | |
5/14/2024 | Lake Street Advisors Group LLC | 470,348 | $20.13M | 0.9% | +141.3% | 1.155% | |
5/13/2024 | Ameritas Investment Partners Inc. | 15,916 | $681K | 0.0% | -2.6% | 0.039% | |
5/10/2024 | TIAA Trust National Association | 5,055 | $216K | 0.0% | N/A | 0.012% | |
5/8/2024 | Bell Investment Advisors Inc | 19,755 | $846K | 0.2% | -3.7% | 0.049% | |
5/8/2024 | Trademark Financial Management LLC | 4,868 | $208K | 0.2% | N/A | 0.012% | |
5/7/2024 | NorthRock Partners LLC | 4,758 | $204K | 0.0% | N/A | 0.012% | |
5/7/2024 | Choate Investment Advisors | 2,749,758 | $117.69M | 3.2% | -0.8% | 6.755% | |
5/7/2024 | Sei Investments Co. | 155,453 | $6.65M | 0.0% | -25.7% | 0.382% | |
5/7/2024 | PFG Advisors | 50,195 | $2.15M | 0.2% | -0.9% | 0.123% | |
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5/6/2024 | Sensible Financial Planning & Management LLC. | 392,237 | $16.79M | 3.7% | -7.5% | 0.963% | |
5/4/2024 | Gould Asset Management LLC CA | 184,704 | $7.91M | 1.9% | -2.4% | 0.454% | |
5/2/2024 | Palisade Asset Management LLC | 684 | $29K | 0.0% | N/A | 0.002% | |
5/1/2024 | Mission Wealth Management LP | 5,325 | $228K | 0.0% | N/A | 0.013% | |
5/1/2024 | Private Advisor Group LLC | 9,043 | $387K | 0.0% | +9.1% | 0.022% | |
4/26/2024 | Trevian Wealth Management LLC | 14,215 | $608K | 0.4% | N/A | 0.035% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 123,085 | $5.27M | 0.0% | -0.3% | 0.303% | |
4/24/2024 | 4Thought Financial Group Inc. | 6,135 | $263K | 0.2% | +30.8% | 0.015% | |
4/24/2024 | Boyd Wealth Management LLC | 41,721 | $1.79M | 1.0% | +19.3% | 0.103% | |
4/24/2024 | Marino Stram & Associates LLC | 34,724 | $1.49M | 0.4% | -2.1% | 0.085% | |