4/12/2021 | Fulcrum Capital LLC | 14,797 | $1.49M | 0.4% | N/A | 0.000% | |
4/12/2021 | Carnegie Capital Asset Management LLC | 26,452 | $2.66M | 0.1% | -0.4% | 0.000% | |
4/12/2021 | Veracity Capital LLC | 5,864 | $0.59M | 0.2% | -10.1% | 0.000% | |
4/12/2021 | Prosperity Planning Inc. | 2,172 | $0.22M | 0.2% | -25.4% | 0.000% | |
4/12/2021 | Huntington National Bank | 19,696 | $1.98M | 0.0% | -8.7% | 0.000% | |
4/12/2021 | Private Capital Group LLC | 7,149 | $0.72M | 0.2% | -58.5% | 0.000% | |
4/9/2021 | Graves Light Private Wealth Management Inc. | 3,867 | $0.39M | 0.1% | +5.1% | 0.000% | |
4/9/2021 | First Citizens Financial Corp | 2,518 | $0.25M | 0.2% | N/A | 0.000% | |
4/9/2021 | Foundations Investment Advisors LLC | 97,782 | $10.03M | 0.6% | +43.4% | 0.000% | |
4/9/2021 | Evensky & Katz LLC | 8,395 | $0.84M | 0.1% | -5.7% | 0.000% | |
|
4/8/2021 | NBT Bank N A NY | 208,386 | $20.93M | 3.0% | +1.8% | 0.000% | |
4/6/2021 | UMA Financial Services Inc. | 64,565 | $6.70M | 2.2% | -8.1% | 0.000% | |
4/6/2021 | MKD Wealth Coaches LLC | 9,998 | $1M | 1.7% | -1.2% | 0.000% | |
3/30/2021 | Koshinski Asset Management Inc. | 24,094 | $2.43M | 0.2% | -4.9% | 0.000% | |
3/25/2021 | Legacy Wealth Asset Management LLC | 2,587 | $0.26M | 0.1% | N/A | 0.000% | |
3/25/2021 | Rollins Financial | 9,209 | $0.93M | 0.4% | N/A | 0.000% | |
3/24/2021 | Alpha DNA Investment Management LLC | 1,589 | $0.16M | 0.2% | N/A | 0.000% | |
3/10/2021 | SOA Wealth Advisors LLC. | 39,219 | $4.05M | 1.1% | N/A | 0.000% | |
3/9/2021 | Firethorn Wealth Partners LLC | 47,113 | $4.75M | 5.1% | N/A | 0.000% | |
3/4/2021 | Navis Wealth Advisors LLC | 5,808 | $0.59M | 0.5% | N/A | 0.000% | |
3/2/2021 | FormulaFolio Investments LLC | 61,626 | $6.22M | 0.1% | N/A | 0.000% | |
3/1/2021 | Main Street Financial Solutions LLC | 5,580 | $0.56M | 0.1% | N/A | 0.000% | |
3/1/2021 | Williams Financial LLC | 44,496 | $4.49M | 4.2% | N/A | 0.000% | |
2/25/2021 | Patton Albertson Miller Group LLC | 5,729 | $0.60M | 0.1% | +44.0% | 0.000% | |
2/25/2021 | Hsbc Holdings PLC | 41,585 | $4.20M | 0.0% | -0.6% | 0.000% | |
2/23/2021 | Principal Financial Group Inc. | 7,673 | $0.77M | 0.0% | +24.6% | 0.000% | |
2/22/2021 | Retirement Group LLC | 664 | $67K | 0.0% | N/A | 0.000% | |
2/19/2021 | JPMorgan Chase & Co. | 942,576 | $95.12M | 0.0% | -1.2% | 0.000% | |
2/19/2021 | UMA Financial Services Inc. | 70,257 | $7.31M | 2.5% | +15.6% | 0.000% | |
2/19/2021 | Rehmann Capital Advisory Group | 5,618 | $0.57M | 0.1% | -3.9% | 0.000% | |
2/18/2021 | Safeguard Investment Advisory Group LLC | 543 | $54K | 0.0% | N/A | 0.000% | |
2/18/2021 | US Financial Advisors LLC | 3,529 | $0.36M | 0.1% | N/A | 0.000% | |
2/18/2021 | Eudaimonia Partners LLC | 14,362 | $1.45M | 0.3% | +170.2% | 0.000% | |
2/18/2021 | Truist Financial Corp | 928,498 | $93.70M | 0.2% | -30.1% | 0.000% | |
2/17/2021 | IHT Wealth Management LLC | 4,893 | $0.49M | 0.0% | +3.6% | 0.000% | |
2/17/2021 | United Capital Financial Advisers LLC | 72,312 | $7.30M | 0.0% | +183.7% | 0.000% | |
2/17/2021 | Crestone Asset Management LLC | 137,409 | $13.87M | 3.7% | N/A | 0.000% | |
2/17/2021 | Jane Street Group LLC | 37,892 | $3.82M | 0.0% | -64.9% | 0.000% | |
2/17/2021 | Baker Avenue Asset Management LP | 231,500 | $23.36M | 1.6% | -0.8% | 0.000% | |
2/17/2021 | Cetera Investment Advisers | 116,200 | $11.73M | 0.2% | +752.5% | 0.000% | |
2/17/2021 | Cetera Advisors LLC | 47,095 | $4.75M | 0.2% | +3.2% | 0.000% | |
2/17/2021 | Cetera Advisor Networks LLC | 38,168 | $3.85M | 0.1% | +31.0% | 0.000% | |
2/16/2021 | Private Portfolio Partners LLC | 18,361 | $1.85M | 0.7% | -11.2% | 0.000% | |
2/16/2021 | Northern Oak Wealth Management Inc. | 29,924 | $3.02M | 0.4% | -24.5% | 0.000% | |
2/16/2021 | Glenmede Trust Co. NA | 34,609 | $3.49M | 0.0% | +0.5% | 0.000% | |
2/16/2021 | Mariner LLC | 214,957 | $21.69M | 0.2% | +141.3% | 0.000% | |
2/16/2021 | Morgan Stanley | 3,362,222 | $339.28M | 0.1% | +63.4% | 0.000% | |
2/16/2021 | Advisors Capital Management LLC | 3,071 | $0.31M | 0.0% | N/A | 0.000% | |
2/16/2021 | ADE LLC | 1,090 | $0.11M | 0.1% | N/A | 0.000% | |
2/16/2021 | Captrust Financial Advisors | 42,967 | $4.34M | 0.1% | +17.8% | 0.000% | |
2/16/2021 | Colony Group LLC | 64,862 | $6.55M | 0.2% | +0.7% | 0.000% | |
2/16/2021 | Edge Capital Group LLC | 51,872 | $5.23M | 0.4% | +2.9% | 0.000% | |
2/16/2021 | Price T Rowe Associates Inc. MD | 16,802 | $1.70M | 0.0% | N/A | 0.000% | |
2/16/2021 | BCJ Capital Management LLC | 37,846 | $3.82M | 0.5% | -7.1% | 0.000% | |
2/16/2021 | Southern Wealth Management LLP | 68,480 | $6.91M | 2.6% | +2.2% | 0.000% | |
2/16/2021 | Kingsview Wealth Management LLC | 8,277 | $0.84M | 0.1% | -1.2% | 0.000% | |
2/16/2021 | Alpha DNA Investment Management LLC | 1,589 | $0.16M | 0.2% | N/A | 0.000% | |
2/16/2021 | High Falls Advisors Inc | 99,183 | $10.01M | 2.9% | +21.6% | 0.000% | |
2/16/2021 | Global Wealth Management Investment Advisory Inc. | 28,993 | $2.93M | 1.1% | -4.3% | 0.000% | |
2/16/2021 | WealthShield Partners LLC | 83,990 | $8.48M | 1.6% | +49.8% | 0.000% | |
2/16/2021 | Benjamin F. Edwards & Company Inc. | 12,148 | $1.23M | 0.1% | +1,123.4% | 0.000% | |
2/13/2021 | Reby Advisors LLC | 740 | $75K | 0.0% | N/A | 0.000% | |
2/13/2021 | Ancora Advisors LLC | 3,084 | $0.31M | 0.0% | +10.7% | 0.000% | |
2/13/2021 | Clear Creek Financial Management LLC | 66,533 | $6.71M | 1.3% | +72.5% | 0.000% | |
2/13/2021 | Wealthsource Partners LLC | 359,202 | $36.25M | 4.2% | -10.4% | 0.000% | |
2/13/2021 | BDO Wealth Advisors LLC | 2,686 | $0.27M | 0.0% | -19.0% | 0.000% | |
2/12/2021 | Stifel Financial Corp | 280,159 | $28.27M | 0.1% | +2.9% | 0.000% | |
2/12/2021 | Brown Advisory Inc. | 14,592 | $1.47M | 0.0% | +0.7% | 0.000% | |
2/12/2021 | Checchi Capital Advisers LLC | 55,813 | $5.63M | 0.6% | +11.4% | 0.000% | |
2/12/2021 | Beacon Pointe Advisors LLC | 84,890 | $8.57M | 0.6% | +2,307.5% | 0.000% | |
2/12/2021 | Charter Oak Capital Management LLC | 399 | $40K | 0.0% | N/A | 0.000% | |
2/12/2021 | Raymond James Financial Services Advisors Inc. | 513,386 | $51.81M | 0.1% | +9.6% | 0.000% | |
2/12/2021 | Financial Advocates Investment Management | 4,397 | $0.46M | 0.0% | -64.9% | 0.000% | |
2/12/2021 | LPL Financial LLC | 2,988,028 | $301.52M | 0.4% | +1.7% | 0.000% | |
2/12/2021 | Legacy Wealth Planning LLC | 19,813 | $2M | 2.6% | +2.6% | 0.000% | |
2/12/2021 | Jaffetilchin Investment Partners LLC | 4,207 | $0.43M | 0.1% | +3.8% | 0.000% | |
2/12/2021 | Change Path LLC | 6,355 | $0.64M | 0.1% | +130.8% | 0.000% | |
2/12/2021 | M&T Bank Corp | 635,740 | $64.15M | 0.3% | -3.0% | 0.000% | |
2/12/2021 | Regal Investment Advisors LLC | 35,202 | $3.55M | 0.4% | N/A | 0.000% | |
2/12/2021 | Mercer Global Advisors Inc. ADV | 28,455 | $2.87M | 0.0% | +1.8% | 0.000% | |
2/11/2021 | Eqis Capital Management Inc. | 2,190 | $0.22M | 0.0% | -7.6% | 0.000% | |
2/11/2021 | Citizens Financial Group Inc RI | 4,921 | $0.50M | 0.0% | -3.4% | 0.000% | |
2/11/2021 | Kalos Management Inc. | 7,503 | $0.78M | 0.3% | +1.7% | 0.000% | |
2/11/2021 | Synovus Financial Corp | 3,165 | $0.32M | 0.0% | -6.8% | 0.000% | |
2/11/2021 | Northern Trust Corp | 50,824 | $5.13M | 0.0% | +1.5% | 0.000% | |
2/11/2021 | Mutual Advisors LLC | 19,269 | $1.94M | 0.1% | +53.0% | 0.000% | |
2/11/2021 | Archer Investment Corp | 265 | $27K | 0.0% | -43.1% | 0.000% | |
2/11/2021 | HawsGoodwin Investment Management LLC | 197,837 | $19.96M | 6.3% | +0.1% | 0.000% | |
2/11/2021 | Lakeview Capital Partners LLC | 806 | $81K | 0.0% | +184.8% | 0.000% | |
2/11/2021 | Citigroup Inc. | 120,971 | $12.21M | 0.0% | +15.3% | 0.000% | |
2/11/2021 | Valeo Financial Advisors LLC | 47,133 | $4.76M | 0.2% | +3,170.9% | 0.000% | |
2/11/2021 | Steward Partners Investment Advisory LLC | 76,319 | $7.70M | 0.2% | -3.0% | 0.000% | |
2/11/2021 | First Horizon Advisors Inc. | 2,536 | $0.26M | 0.0% | +553.6% | 0.000% | |
2/11/2021 | Oppenheimer Asset Management Inc. | 62,765 | $6.33M | 0.1% | -4.9% | 0.000% | |
2/11/2021 | Cresset Asset Management LLC | 4,483 | $0.45M | 0.0% | +29.3% | 0.000% | |
2/11/2021 | Orin Green Financial LLC | 2,560 | $0.26M | 0.2% | N/A | 0.000% | |
2/11/2021 | Signaturefd LLC | 267 | $27K | 0.0% | +172.4% | 0.000% | |
2/11/2021 | Argent Advisors Inc. | 4,836 | $0.49M | 0.3% | -32.4% | 0.000% | |
2/10/2021 | Brighton Jones LLC | 60,408 | $6.10M | 0.4% | -3.1% | 0.000% | |
2/10/2021 | D.A. Davidson & CO. | 34,926 | $3.52M | 0.1% | +6.1% | 0.000% | |