4/2/2021 | RVW Wealth LLC | 18,604 | $1M | 0.1% | +15.1% | 0.000% | |
3/26/2021 | Susquehanna International Group LLP | 39,109 | $1.50M | 0.0% | N/A | 0.000% | |
2/22/2021 | Retirement Group LLC | 1,430 | $54K | 0.0% | N/A | 0.000% | |
2/18/2021 | Truist Financial Corp | 17,799 | $0.68M | 0.0% | -4.2% | 0.000% | |
2/17/2021 | Financial Architects Inc | 9,450 | $0.36M | 0.1% | -4.5% | 0.000% | |
2/17/2021 | Cetera Investment Advisers | 22,513 | $0.86M | 0.0% | N/A | 0.000% | |
2/16/2021 | Morgan Stanley | 200,243 | $7.68M | 0.0% | +7.3% | 0.000% | |
2/16/2021 | Benjamin F. Edwards & Company Inc. | 1,870 | $72K | 0.0% | N/A | 0.000% | |
2/13/2021 | Cribstone Capital Management LLC | 3,774 | $0.15M | 0.1% | -8.0% | 0.000% | |
2/12/2021 | Raymond James Financial Services Advisors Inc. | 22,841 | $0.88M | 0.0% | +44.4% | 0.000% | |
|
2/12/2021 | LPL Financial LLC | 147,138 | $5.64M | 0.0% | +21.8% | 0.000% | |
2/11/2021 | IAG Wealth Partners LLC | 1,490 | $58K | 0.0% | -14.5% | 0.000% | |
2/11/2021 | Cumberland Partners Ltd | 9,443 | $0.36M | 0.0% | N/A | 0.000% | |
2/11/2021 | B. Riley Wealth Management Inc. | 19,741 | $0.76M | 0.1% | N/A | 0.000% | |
2/11/2021 | Baird Financial Group Inc. | 6,149 | $0.24M | 0.0% | N/A | 0.000% | |
2/11/2021 | Bragg Financial Advisors Inc | 6,200 | $0.24M | 0.0% | N/A | 0.000% | |
2/11/2021 | Compass Ion Advisors LLC | 449,727 | $17.24M | 6.7% | N/A | 0.000% | |
2/10/2021 | Wealth Enhancement Advisory Services LLC | 5,498 | $0.22M | 0.0% | N/A | 0.000% | |
2/10/2021 | TD Ameritrade Investment Management LLC | 2,719 | $0.10M | 0.0% | N/A | 0.000% | |
2/10/2021 | HighTower Advisors LLC | 30,304 | $1.17M | 0.0% | +5.5% | 0.000% | |
2/9/2021 | Wells Fargo & Company MN | 418,360 | $16.04M | 0.0% | +90.7% | 0.000% | |
2/9/2021 | Advisory Services Network LLC | 30,027 | $1.15M | 0.0% | +9.2% | 0.000% | |
2/9/2021 | Cable Hill Partners LLC | 14,585 | $0.56M | 0.2% | +15.9% | 0.000% | |
2/8/2021 | Wrapmanager Inc. | 5,586 | $0.21M | 0.1% | N/A | 0.000% | |
2/5/2021 | Lincoln National Corp | 9,017 | $0.35M | 0.0% | +17.9% | 0.000% | |
2/5/2021 | McIlrath & Eck LLC | 997 | $38K | 0.0% | +135.7% | 0.000% | |
2/5/2021 | Genovese Burford & Brothers Wealth & Retirement Plan Management LLC | 11,873 | $0.46M | 0.1% | N/A | 0.000% | |
2/4/2021 | Harborview Advisors LLC | 21,939 | $0.84M | 0.6% | +3.8% | 0.000% | |
2/4/2021 | UMB Bank N A MO | 21,450 | $0.82M | 0.0% | +55.6% | 0.000% | |
2/4/2021 | Avantax Planning Partners Inc. | 23,626 | $0.91M | 0.0% | -6.6% | 0.000% | |
2/4/2021 | SVA Wealth Management LLC | 70,787 | $2.71M | 0.2% | +9.4% | 0.000% | |
2/4/2021 | AdvisorNet Financial Inc | 1,163 | $45K | 0.0% | +46.3% | 0.000% | |
2/4/2021 | Cambridge Investment Research Advisors Inc. | 80,688 | $3.09M | 0.0% | +102.1% | 0.000% | |
2/3/2021 | White Lighthouse Investment Management Inc. | 10,262 | $0.39M | 0.1% | N/A | 0.000% | |
2/3/2021 | Winslow Evans & Crocker Inc. | 915 | $35K | 0.0% | N/A | 0.000% | |
2/3/2021 | Compton Wealth Advisory Group LLC | 9,654 | $0.37M | 0.3% | N/A | 0.000% | |
2/2/2021 | TriaGen Wealth Management LLC | 11,405 | $0.44M | 0.3% | N/A | 0.000% | |
2/2/2021 | Quest Capital Management Inc. ADV | 11,335 | $0.44M | 0.1% | +52.1% | 0.000% | |
2/1/2021 | Vicus Capital | 21,767 | $0.84M | 0.1% | +67.8% | 0.000% | |
2/1/2021 | Colorado Capital Management Inc. | 99,011 | $3.80M | 2.8% | +0.8% | 0.000% | |
1/29/2021 | C J Advisory Inc. | 97,677 | $3.74M | 2.3% | +2.0% | 0.000% | |
1/29/2021 | Stratos Wealth Partners LTD. | 13,132 | $0.50M | 0.0% | +7.2% | 0.000% | |
1/29/2021 | Creative Planning | 31,329 | $1.20M | 0.0% | +5.9% | 0.000% | |
1/29/2021 | Whittier Trust Co. of Nevada Inc. | 1,170 | $45K | 0.0% | +341.5% | 0.000% | |
1/25/2021 | Sage Advisory Services Ltd.Co. | 8,200 | $0.31M | 0.1% | N/A | 0.000% | |
1/22/2021 | Avantax Advisory Services Inc. | 6,839 | $0.26M | 0.0% | N/A | 0.000% | |
1/21/2021 | TIAA FSB | 1,691,428 | $64.85M | 0.2% | +4.9% | 0.000% | |
1/21/2021 | Stonehearth Capital Management LLC | 48,670 | $1.87M | 1.1% | +64.3% | 0.000% | |
1/19/2021 | Stewardship Advisors LLC | 64,560 | $2.48M | 1.0% | -66.9% | 0.000% | |
1/19/2021 | Mission Wealth Management LP | 346,827 | $13.30M | 0.8% | +16.4% | 0.000% | |
1/15/2021 | Resonant Capital Advisors LLC | 6,518 | $0.25M | 0.1% | N/A | 0.000% | |
1/13/2021 | Raymond James Trust N.A. | 10,841 | $0.42M | 0.0% | +36.0% | 0.000% | |
1/13/2021 | Sowell Financial Services LLC | 9,577 | $0.37M | 0.0% | -14.7% | 0.000% | |
1/13/2021 | Mountain Capital Investment Advisors Inc | 6,500 | $0.25M | 0.1% | N/A | 0.000% | |
1/12/2021 | CX Institutional | 7,968 | $0.31M | 0.0% | -14.7% | 0.000% | |
1/12/2021 | Mountain Capital Investment Advisors Inc | 6,500 | $0.25M | 0.1% | N/A | 0.000% | |
1/11/2021 | Brio Consultants LLC | 7,687 | $0.30M | 0.1% | -8.5% | 0.000% | |
1/11/2021 | RVW Wealth LLC | 16,168 | $1M | 0.1% | +61.5% | 0.000% | |
11/30/2020 | Strategic Wealth Advisors Group LLC | 102,964 | $3.05M | 0.3% | +2.7% | 0.000% | |
11/13/2020 | Morgan Stanley | 186,653 | $5.53M | 0.0% | +7.7% | 0.000% | |
11/13/2020 | Truist Financial Corp | 18,579 | $0.55M | 0.0% | +149.7% | 0.000% | |
11/11/2020 | Thrivent Financial for Lutherans | 25,903 | $0.77M | 0.0% | -72.7% | 0.000% | |
11/9/2020 | LPL Financial LLC | 120,761 | $3.58M | 0.0% | +4.7% | 0.000% | |
11/5/2020 | Commonwealth Equity Services LLC | 46,295 | $1.37M | 0.0% | +10.8% | 0.000% | |
11/5/2020 | Wells Fargo & Company MN | 219,342 | $6.50M | 0.0% | +9.4% | 0.000% | |
11/4/2020 | Raymond James Financial Services Advisors Inc. | 15,816 | $0.47M | 0.0% | +45.5% | 0.000% | |
10/30/2020 | Colorado Capital Management Inc. | 98,243 | $2.91M | 2.4% | +4.7% | 0.000% | |
10/29/2020 | Stratos Wealth Partners LTD. | 12,246 | $0.36M | 0.0% | +6.5% | 0.000% | |
10/29/2020 | Cambridge Investment Research Advisors Inc. | 39,933 | $1.18M | 0.0% | +41.7% | 0.000% | |
10/28/2020 | Honkamp Krueger Financial Services Inc. | 25,308 | $0.75M | 0.0% | -4.3% | 0.000% | |
10/27/2020 | SVA Wealth Management LLC | 64,733 | $1.92M | 0.2% | -1.9% | 0.000% | |
10/26/2020 | Brio Consultants LLC | 8,405 | $0.25M | 0.1% | +13.4% | 0.000% | |
10/20/2020 | Wedbush Securities Inc. | 20,569 | $0.61M | 0.1% | N/A | 0.000% | |
10/20/2020 | Stonehearth Capital Management LLC | 29,616 | $0.88M | 0.6% | +11.7% | 0.000% | |
10/16/2020 | Relyea Zuckerberg Hanson LLC | 35,859 | $1.16M | 0.7% | +12.7% | 0.000% | |
10/16/2020 | Stewardship Advisors LLC | 195,241 | $6.31M | 3.2% | -7.6% | 0.000% | |
10/16/2020 | Hudson Capital Management LLC | 6,880 | $0.20M | 0.1% | -11.2% | 0.000% | |
10/16/2020 | Mission Wealth Management LP | 297,939 | $8.83M | 0.7% | +16.4% | 0.000% | |
10/13/2020 | CX Institutional | 9,339 | $0.28M | 0.0% | -30.8% | 0.000% | |
10/13/2020 | TIAA FSB | 1,611,697 | $47.79M | 0.2% | +15.9% | 0.000% | |
10/9/2020 | RVW Wealth LLC | 10,014 | $0.30M | 0.1% | +26.2% | 0.000% | |
10/9/2020 | Envestnet Asset Management Inc. | 40,318 | $1.20M | 0.0% | +24.2% | 0.000% | |
10/6/2020 | Chicago Wealth Management Inc. | 9,694 | $0.29M | 0.3% | N/A | 0.000% | |
8/17/2020 | Private Advisor Group LLC | 12,405 | $0.34M | 0.0% | -8.0% | 0.000% | |
8/14/2020 | Bank of America Corp DE | 2,843,923 | $78.09M | 0.0% | +33.2% | 0.000% | |
8/14/2020 | Advisor Group Holdings Inc. | 11,362 | $0.31M | 0.0% | -68.5% | 0.000% | |
8/13/2020 | First Republic Investment Management Inc. | 12,867 | $0.35M | 0.0% | -51.0% | 0.000% | |
8/13/2020 | BSW Wealth Partners | 181,636 | $4.99M | 1.7% | +3.5% | 0.000% | |
8/13/2020 | Archetype Wealth Partners LLC | 9,160 | $0.25M | 0.1% | -49.1% | 0.000% | |
8/12/2020 | Commonwealth Equity Services LLC | 41,773 | $1.15M | 0.0% | +19.0% | 0.000% | |
8/10/2020 | Advisory Services Network LLC | 27,518 | $0.76M | 0.0% | +13.3% | 0.000% | |
8/10/2020 | HighTower Advisors LLC | 25,367 | $0.70M | 0.0% | +27.9% | 0.000% | |
8/7/2020 | Stordahl Capital Management Inc. | 8,905 | $0.25M | 0.1% | N/A | 0.000% | |
8/6/2020 | CX Institutional | 13,486 | $0.37M | 0.0% | +88.5% | 0.000% | |
8/5/2020 | IFP Advisors Inc | 7,608 | $0.21M | 0.0% | +10.1% | 0.000% | |
8/4/2020 | SVA Wealth Management LLC | 66,014 | $1.81M | 0.2% | +10.1% | 0.000% | |
8/3/2020 | Strategic Wealth Advisors Group LLC | 100,248 | $2.74M | 0.3% | +11.9% | 0.000% | |
8/3/2020 | Mission Wealth Management LP | 255,926 | $7.03M | 0.6% | +32.6% | 0.000% | |
8/3/2020 | C J Advisory Inc. | 95,463 | $2.61M | 2.0% | +54.7% | 0.000% | |
8/3/2020 | Quest Capital Management Inc. ADV | 7,450 | $0.21M | 0.1% | N/A | 0.000% | |