3/2/2021 | FormulaFolio Investments LLC | 1,166,483 | $102.87M | 2.2% | -43.3% | 0.141% | |
3/2/2021 | Capital Asset Advisory Services LLC | 45,528 | $4.02M | 0.7% | +25.1% | 0.006% | |
3/1/2021 | Healthcare of Ontario Pension Plan Trust Fund | 4,350,000 | $383.63M | 1.0% | N/A | 0.527% | |
3/1/2021 | Curran Financial Partners LLC | 71,349 | $6.29M | 5.4% | N/A | 0.009% | |
3/1/2021 | Main Street Financial Solutions LLC | 76,495 | $6.75M | 1.4% | N/A | 0.009% | |
2/26/2021 | Laird Norton Trust Company LLC | 94,935 | $8.37M | 0.9% | N/A | 0.012% | |
2/26/2021 | FOCUS Wealth Advisors LLC | 170,164 | $15.01M | 11.6% | N/A | 0.021% | |
2/26/2021 | McNaughton Wealth Management LLC | 169,334 | $14.93M | 12.0% | -2.9% | 0.021% | |
2/26/2021 | M Holdings Securities Inc. | 23,935 | $2.11M | 0.3% | +6.4% | 0.003% | |
2/26/2021 | Bridge Advisory LLC | 85,024 | $7.50M | 3.5% | N/A | 0.010% | |
|
2/25/2021 | Elevated Capital Advisors LLC | 53,357 | $4.71M | 2.0% | +1.2% | 0.006% | |
2/25/2021 | Clear Street Markets LLC | 15,000 | $1.32M | 0.1% | -57.1% | 0.002% | |
2/24/2021 | Sensible Financial Planning & Management LLC. | 69,469 | $6.13M | 2.3% | -5.8% | 0.008% | |
2/24/2021 | EMC Capital Management | 6,424 | $0.57M | 0.4% | N/A | 0.001% | |
2/23/2021 | Principal Financial Group Inc. | 5,052 | $0.45M | 0.0% | +10.7% | 0.001% | |
2/23/2021 | CWA Asset Management Group LLC | 6,377 | $0.56M | 0.1% | N/A | 0.001% | |
2/23/2021 | UBP Investment Advisors SA | 29,050 | $2.56M | 1.2% | N/A | 0.004% | |
2/22/2021 | Weitzel Financial Services Inc. | 7,782 | $0.68M | 0.5% | N/A | 0.001% | |
2/22/2021 | Retirement Group LLC | 624 | $55K | 0.0% | N/A | 0.000% | |
2/22/2021 | West Financial Advisors LLC | 376,338 | $33.19M | 11.7% | N/A | 0.046% | |
2/19/2021 | JPMorgan Chase & Co. | 5,189,126 | $457.63M | 0.1% | +274.2% | 0.634% | |
2/19/2021 | UMA Financial Services Inc. | 6,464 | $0.56M | 0.2% | +5.2% | 0.001% | |
2/19/2021 | Colonial River Wealth Management LLC | 3,641 | $0.32M | 0.1% | N/A | 0.000% | |
2/18/2021 | Apella Capital LLC | 156,720 | $13.82M | 4.8% | -4.9% | 0.019% | |
2/18/2021 | Safeguard Investment Advisory Group LLC | 15,632 | $1.38M | 1.2% | N/A | 0.002% | |
2/18/2021 | EP Wealth Advisors LLC | 7,053 | $0.62M | 0.0% | -14.9% | 0.001% | |
2/18/2021 | First National Bank of Omaha | 18,347 | $1.62M | 0.1% | +3.1% | 0.002% | |
2/18/2021 | US Financial Advisors LLC | 4,877 | $0.43M | 0.1% | N/A | 0.001% | |
2/18/2021 | Symmetry Partners LLC | 512,598 | $45.21M | 3.5% | +6.3% | 0.063% | |
2/18/2021 | Intellectus Partners LLC | 3,519 | $0.31M | 0.1% | -41.5% | 0.000% | |
2/18/2021 | Professional Planning | 25,000 | $2.21M | 0.9% | +10.5% | 0.003% | |
2/18/2021 | Pacific Center for Financial Services | 8,357 | $0.74M | 0.3% | -17.9% | 0.001% | |
2/18/2021 | Truist Financial Corp | 3,182,621 | $280.68M | 0.5% | +7.0% | 0.389% | |
2/17/2021 | WMS Partners LLC | 9,746 | $0.86M | 0.1% | +20.6% | 0.001% | |
2/17/2021 | Wealth Dimensions Group Ltd. | 2,498 | $0.22M | 0.2% | N/A | 0.000% | |
2/17/2021 | Red Wave Investments LLC | 50,989 | $4.50M | 2.0% | N/A | 0.006% | |
2/17/2021 | Financial Architects Inc | 13,236 | $1.17M | 0.2% | +17.5% | 0.002% | |
2/17/2021 | Van Cleef Asset Management Inc | 8,016 | $0.71M | 0.1% | -14.1% | 0.001% | |
2/17/2021 | NinePointTwo Capital | 178,357 | $15.73M | 6.4% | N/A | 0.022% | |
2/17/2021 | IHT Wealth Management LLC | 38,265 | $3.38M | 0.3% | +4.3% | 0.005% | |
2/17/2021 | United Capital Financial Advisers LLC | 87,053 | $7.68M | 0.0% | +10.3% | 0.011% | |
2/17/2021 | Jane Street Group LLC | 1,433,173 | $126.39M | 0.1% | -59.5% | 0.175% | |
2/17/2021 | Baker Avenue Asset Management LP | 996,390 | $87.87M | 5.9% | +4.7% | 0.122% | |
2/17/2021 | Cahill Financial Advisors Inc. | 139,844 | $12.33M | 3.1% | +146.6% | 0.017% | |
2/17/2021 | Cetera Investment Advisers | 528,823 | $46.64M | 0.9% | +637.4% | 0.065% | |
2/17/2021 | Cetera Advisors LLC | 312,544 | $27.56M | 0.9% | +14.0% | 0.038% | |
2/17/2021 | Cetera Advisor Networks LLC | 109,667 | $9.67M | 0.2% | +11.7% | 0.013% | |
2/17/2021 | Tacita Capital Inc | 800 | $71K | 0.0% | N/A | 0.000% | |
2/16/2021 | AJ Wealth Strategies LLC | 4,250 | $0.38M | 0.0% | -5.6% | 0.001% | |
2/16/2021 | Mcdonald Partners LLC | 2,398 | $0.21M | 0.1% | N/A | 0.000% | |
2/16/2021 | Northern Oak Wealth Management Inc. | 2,354 | $0.21M | 0.0% | -6.8% | 0.000% | |
2/16/2021 | Headinvest LLC | 5,214 | $0.46M | 0.1% | N/A | 0.001% | |
2/16/2021 | Mariner LLC | 28,129 | $2.48M | 0.0% | -4.3% | 0.003% | |
2/16/2021 | Morgan Stanley | 24,418,096 | $2.15B | 0.3% | +4.1% | 2.994% | |
2/16/2021 | Ameritas Investment Company LLC | 28,464 | $2.51M | 0.5% | +80.0% | 0.003% | |
2/16/2021 | Corepath Wealth Partners LLC | 42,878 | $3.78M | 2.9% | N/A | 0.005% | |
2/16/2021 | Toroso Investments LLC | 17,109 | $1.51M | 0.1% | +5.8% | 0.002% | |
2/16/2021 | Knights of Columbus Asset Advisors LLC | 6,639 | $0.59M | 0.1% | -23.6% | 0.001% | |
2/16/2021 | CBIZ Investment Advisory Services LLC | 1,656,228 | $146.07M | 13.5% | +10.0% | 0.203% | |
2/16/2021 | Captrust Financial Advisors | 44,856 | $3.96M | 0.1% | +28.1% | 0.006% | |
2/16/2021 | Vivaldi Capital Management LLC | 5,042 | $0.45M | 0.1% | -36.7% | 0.001% | |
2/16/2021 | Colony Group LLC | 27,198 | $2.40M | 0.1% | -11.1% | 0.003% | |
2/16/2021 | Capstone Financial Advisors Inc. | 1,289,275 | $113.70M | 10.8% | +6.0% | 0.158% | |
2/16/2021 | Phillips Financial Management LLC | 255,924 | $22.57M | 3.1% | +10.4% | 0.031% | |
2/16/2021 | Clear Perspective Advisors LLC | 35,840 | $3.16M | 1.3% | +13.0% | 0.004% | |
2/16/2021 | Laidlaw Wealth Management LLC | 30,872 | $2.72M | 0.6% | +922.3% | 0.004% | |
2/16/2021 | Kingsview Wealth Management LLC | 47,878 | $4.22M | 0.3% | +90.9% | 0.006% | |
2/16/2021 | Sax Wealth Advisors LLC | 2,657 | $0.23M | 0.1% | N/A | 0.000% | |
2/16/2021 | WealthShield Partners LLC | 22,234 | $1.96M | 0.4% | -1.6% | 0.003% | |
2/16/2021 | Inscription Capital LLC | 60,208 | $5.31M | 2.0% | +118.9% | 0.007% | |
2/16/2021 | Benjamin F. Edwards & Company Inc. | 135,424 | $11.94M | 0.7% | +1.1% | 0.017% | |
2/16/2021 | New England Private Wealth Advisors LLC | 26,003 | $2.29M | 0.5% | +0.8% | 0.003% | |
2/16/2021 | Charles Schwab Investment Management Inc. | 1,649,407 | $145.46M | 0.1% | +0.7% | 0.202% | |
2/16/2021 | Wellspring Financial Advisors LLC | 110,456 | $9.74M | 3.4% | -18.4% | 0.014% | |
2/13/2021 | Tompkins Financial Corp | 72,283 | $6.38M | 0.8% | -2.4% | 0.009% | |
2/13/2021 | Reby Advisors LLC | 2,653 | $0.23M | 0.1% | N/A | 0.000% | |
2/13/2021 | Schwarz Dygos Wheeler Investment Advisors LLC | 4,001 | $0.35M | 0.2% | N/A | 0.000% | |
2/13/2021 | Clear Creek Financial Management LLC | 15,953 | $1.41M | 0.3% | N/A | 0.002% | |
2/13/2021 | Wealthsource Partners LLC | 12,799 | $1.13M | 0.1% | +8.5% | 0.002% | |
2/13/2021 | Portfolio Solutions LLC | 7,084 | $0.63M | 0.1% | -71.9% | 0.001% | |
2/13/2021 | BDO Wealth Advisors LLC | 266,600 | $23.51M | 3.3% | -0.4% | 0.033% | |
2/12/2021 | Stifel Financial Corp | 650,407 | $57.36M | 0.1% | +17.0% | 0.080% | |
2/12/2021 | F3Logic LLC | 10,619 | $0.94M | 0.1% | +10.7% | 0.001% | |
2/12/2021 | Checchi Capital Advisers LLC | 6,121 | $0.54M | 0.1% | +19.8% | 0.001% | |
2/12/2021 | Beacon Pointe Advisors LLC | 190,293 | $16.78M | 1.1% | +35.8% | 0.023% | |
2/12/2021 | Sequoia Financial Advisors LLC | 27,370 | $2.41M | 0.1% | +13.7% | 0.003% | |
2/12/2021 | Charter Oak Capital Management LLC | 173,779 | $15.33M | 2.3% | N/A | 0.021% | |
2/12/2021 | Raymond James Financial Services Advisors Inc. | 2,519,547 | $222.20M | 0.6% | +4.4% | 0.309% | |
2/12/2021 | Financial Advocates Investment Management | 117,347 | $10.35M | 0.7% | -10.3% | 0.014% | |
2/12/2021 | LPL Financial LLC | 22,256,279 | $1.96B | 2.5% | +13.1% | 2.733% | |
2/12/2021 | The Manufacturers Life Insurance Company | 18,064,144 | $1.59B | 1.5% | +15.8% | 2.218% | |
2/12/2021 | CWS Financial Advisors LLC | 2,669 | $0.24M | 0.1% | N/A | 0.000% | |
2/12/2021 | Kovitz Investment Group Partners LLC | 4,040 | $0.36M | 0.0% | -74.3% | 0.000% | |
2/12/2021 | Montag A & Associates Inc. | 1,574 | $0.14M | 0.0% | N/A | 0.000% | |
2/12/2021 | Adirondack Trust Co. | 4,496 | $0.39M | 0.2% | +12.0% | 0.001% | |
2/12/2021 | Sandbox Financial Partners LLC | 56,375 | $4.97M | 4.5% | N/A | 0.007% | |
2/12/2021 | Prospera Financial Services Inc | 84,549 | $7.46M | 0.5% | +2,498.3% | 0.010% | |
2/12/2021 | Azimuth Capital Management LLC | 28,411 | $2.51M | 0.1% | N/A | 0.003% | |
2/12/2021 | Mather Group LLC. | 34,184 | $3.02M | 0.1% | +195.7% | 0.004% | |
2/12/2021 | Vontobel Holding Ltd. | 4,535 | $0.40M | 0.0% | N/A | 0.001% | |