2/24/2021 | ERn Financial LLC | 4,535 | $0.33M | 0.1% | +8.3% | 0.007% | |
2/24/2021 | Bank Julius Baer & Co. Ltd Zurich | 16,457 | $1.20M | 0.0% | +22.1% | 0.027% | |
2/19/2021 | JPMorgan Chase & Co. | 1,160,658 | $84.78M | 0.0% | +31.3% | 1.903% | |
2/18/2021 | Apella Capital LLC | 13,215 | $0.97M | 0.3% | +60.8% | 0.022% | |
2/18/2021 | EP Wealth Advisors LLC | 296,722 | $21.67M | 0.8% | +4.0% | 0.486% | |
2/18/2021 | Truist Financial Corp | 6,920 | $0.51M | 0.0% | +11.1% | 0.011% | |
2/17/2021 | Jane Street Group LLC | 92,963 | $6.79M | 0.0% | +31.5% | 0.155% | |
2/17/2021 | Baker Avenue Asset Management LP | 3,538 | $0.26M | 0.0% | N/A | 0.006% | |
2/17/2021 | Cetera Investment Advisers | 11,438 | $0.84M | 0.0% | N/A | 0.019% | |
2/17/2021 | Cetera Advisor Networks LLC | 5,959 | $0.44M | 0.0% | -33.6% | 0.010% | |
|
2/16/2021 | Morgan Stanley | 2,724,577 | $199M | 0.0% | +17.7% | 4.595% | |
2/16/2021 | Colony Group LLC | 7,107 | $0.52M | 0.0% | +69.8% | 0.012% | |
2/16/2021 | Kingsview Wealth Management LLC | 2,785 | $0.20M | 0.0% | N/A | 0.005% | |
2/13/2021 | Tompkins Financial Corp | 827 | $44K | 0.0% | N/A | 0.001% | |
2/13/2021 | Reby Advisors LLC | 400 | $29K | 0.0% | N/A | 0.001% | |
2/13/2021 | Cribstone Capital Management LLC | 1,100 | $80K | 0.1% | +1,975.5% | 0.002% | |
2/13/2021 | Wealthsource Partners LLC | 8,318 | $0.61M | 0.1% | -60.0% | 0.014% | |
2/12/2021 | Stifel Financial Corp | 87,841 | $6.42M | 0.0% | +9.8% | 0.148% | |
2/12/2021 | Beacon Pointe Advisors LLC | 5,588 | $0.41M | 0.0% | +34.3% | 0.009% | |
2/12/2021 | Charter Oak Capital Management LLC | 10,343 | $0.76M | 0.1% | N/A | 0.017% | |
2/12/2021 | Raymond James Financial Services Advisors Inc. | 54,840 | $4.01M | 0.0% | +42.9% | 0.092% | |
2/12/2021 | LPL Financial LLC | 268,586 | $19.62M | 0.0% | +21.0% | 0.453% | |
2/12/2021 | PFM Asset Management LLC | 116,831 | $8.53M | 0.2% | +276.5% | 0.197% | |
2/12/2021 | Mather Group LLC. | 29,318 | $2.14M | 0.1% | +295.9% | 0.049% | |
2/12/2021 | Bigelow Investment Advisors LLC | 4,592 | $0.34M | 0.2% | -4.6% | 0.008% | |
2/12/2021 | Change Path LLC | 7,410 | $0.54M | 0.0% | N/A | 0.012% | |
2/12/2021 | Financial Advisors LLC | 31,513 | $2.30M | 1.0% | +1.8% | 0.053% | |
2/12/2021 | Personal Capital Advisors Corp | 2,946,273 | $215.20M | 1.4% | +19.4% | 4.968% | |
2/12/2021 | M&T Bank Corp | 27,109 | $1.98M | 0.0% | +304.2% | 0.046% | |
2/12/2021 | Financial Network Wealth Management LLC | 97,969 | $7.16M | 5.6% | N/A | 0.165% | |
2/12/2021 | Mercer Global Advisors Inc. ADV | 96,922 | $7.08M | 0.1% | +19.0% | 0.163% | |
2/11/2021 | Sand Hill Global Advisors LLC | 49,905 | $3.65M | 0.2% | +6.1% | 0.084% | |
2/11/2021 | Pittenger & Anderson Inc. | 4,691 | $0.34M | 0.0% | +24.8% | 0.008% | |
2/11/2021 | Citizens Financial Group Inc RI | 4,009 | $0.29M | 0.0% | +12.0% | 0.007% | |
2/11/2021 | Veritable L.P. | 9,209 | $0.67M | 0.0% | -44.0% | 0.016% | |
2/11/2021 | Northern Trust Corp | 1,721,843 | $125.76M | 0.0% | +12.5% | 2.923% | |
2/11/2021 | Baird Financial Group Inc. | 64,604 | $4.72M | 0.0% | +26.9% | 0.110% | |
2/11/2021 | Accredited Investors Inc. | 22,909 | $1.67M | 0.3% | +19.6% | 0.039% | |
2/11/2021 | Capital One Financial Corp | 3,197 | $0.23M | 0.0% | -48.3% | 0.005% | |
2/11/2021 | Citigroup Inc. | 4,240 | $0.31M | 0.0% | +4.7% | 0.007% | |
2/11/2021 | Cerity Partners LLC | 7,236 | $0.53M | 0.0% | N/A | 0.012% | |
2/11/2021 | Steward Partners Investment Advisory LLC | 49,838 | $3.64M | 0.1% | +11.7% | 0.085% | |
2/11/2021 | Paracle Advisors LLC | 9,356 | $0.68M | 0.1% | +1.5% | 0.016% | |
2/11/2021 | Opal Wealth Advisors LLC | 3,717 | $0.27M | 0.3% | N/A | 0.006% | |
2/10/2021 | Renaissance Technologies LLC | 12,900 | $0.94M | 0.0% | -8.5% | 0.022% | |
2/10/2021 | Reynders McVeigh Capital Management LLC | 3,344 | $0.24M | 0.0% | N/A | 0.006% | |
2/10/2021 | D.A. Davidson & CO. | 243,636 | $17.80M | 0.3% | +15.6% | 0.417% | |
2/10/2021 | TD Ameritrade Investment Management LLC | 144,612 | $10.56M | 0.1% | N/A | 0.248% | |
2/10/2021 | Merriman Wealth Management LLC | 56,200 | $4.11M | 0.4% | +462.0% | 0.096% | |
2/10/2021 | Alesco Advisors LLC | 18,760 | $1.37M | 0.1% | +4.0% | 0.032% | |
2/10/2021 | Dohj LLC | 8,187 | $0.61M | 0.4% | N/A | 0.014% | |
2/10/2021 | HighTower Advisors LLC | 82,468 | $6.02M | 0.0% | +73.7% | 0.141% | |
2/10/2021 | Roof Eidam & Maycock ADV | 99,430 | $7.26M | 2.8% | +2.5% | 0.170% | |
2/10/2021 | Levy Wealth Management Group LLC | 3,185 | $0.23M | 0.2% | N/A | 0.005% | |
2/9/2021 | Wells Fargo & Company MN | 785,838 | $57.40M | 0.0% | +10.5% | 1.346% | |
2/9/2021 | Advisory Services Network LLC | 18,803 | $1.37M | 0.1% | -14.8% | 0.032% | |
2/9/2021 | Greenwood Capital Associates LLC | 66,090 | $4.83M | 0.8% | +32.8% | 0.113% | |
2/9/2021 | Baron Financial Group LLC | 16,280 | $1.19M | 0.9% | +3.6% | 0.028% | |
2/9/2021 | Keybank National Association OH | 384,926 | $28.12M | 0.1% | +185.1% | 0.659% | |
2/9/2021 | Bangor Savings Bank | 3,295 | $0.24M | 0.0% | N/A | 0.006% | |
2/9/2021 | Pinnacle Advisory Group Inc. | 5,776 | $0.42M | 0.0% | N/A | 0.010% | |
2/9/2021 | Blue Edge Capital LLC | 19,967 | $1.46M | 0.4% | +2.9% | 0.034% | |
2/9/2021 | AllSquare Wealth Management LLC | 1,183 | $86K | 0.1% | -22.6% | 0.002% | |
2/9/2021 | Cobblestone Capital Advisors LLC NY | 6,318 | $0.46M | 0.0% | +33.7% | 0.011% | |
2/9/2021 | Blair William & Co. IL | 284,270 | $20.76M | 0.1% | -2.8% | 0.487% | |
2/9/2021 | Equitable Holdings Inc. | 6,179 | $0.45M | 0.0% | -45.6% | 0.011% | |
2/8/2021 | Highland Private Wealth Management | 227,310 | $16.60M | 2.9% | +2.4% | 0.389% | |
2/8/2021 | Wrapmanager Inc. | 81,378 | $5.94M | 1.7% | +6.3% | 0.139% | |
2/8/2021 | Brandywine Oak Private Wealth LLC | 3,986 | $0.29M | 0.0% | +5.5% | 0.007% | |
2/8/2021 | Kelman Lazarov Inc. | 4,464 | $0.33M | 0.1% | +7.9% | 0.008% | |
2/8/2021 | Sei Investments Co. | 141,849 | $10.36M | 0.0% | +44.1% | 0.243% | |
2/8/2021 | Windsor Capital Management LLC | 89,966 | $6.57M | 2.5% | +5.0% | 0.154% | |
2/8/2021 | Spotlight Asset Group Inc. | 4,429 | $0.32M | 0.1% | +5.0% | 0.008% | |
2/8/2021 | REDW Wealth LLC | 7,520 | $0.55M | 0.2% | -16.2% | 0.013% | |
2/6/2021 | Bell Bank | 5,149 | $0.38M | 0.1% | N/A | 0.009% | |
2/6/2021 | Tompkins Financial Corp | 827 | $44K | 0.0% | N/A | 0.001% | |
2/6/2021 | Trilogy Capital Inc. | 13,651 | $1M | 0.1% | +59.8% | 0.023% | |
2/6/2021 | Financial Insights Inc. | 24,626 | $1.80M | 1.4% | +10.6% | 0.042% | |
2/5/2021 | United Asset Strategies Inc. | 3,244 | $0.24M | 0.0% | N/A | 0.006% | |
2/5/2021 | BlackRock Inc. | 2,109,569 | $154.08M | 0.0% | -4.8% | 3.612% | |
2/5/2021 | Lincoln National Corp | 19,208 | $1.40M | 0.0% | -1.6% | 0.033% | |
2/5/2021 | RWM Asset Management LLC | 662 | $48K | 0.0% | N/A | 0.001% | |
2/5/2021 | Litman Gregory Asset Management LLC | 25,126 | $1.84M | 0.3% | -1.5% | 0.043% | |
2/5/2021 | Genovese Burford & Brothers Wealth & Retirement Plan Management LLC | 8,359 | $0.61M | 0.2% | N/A | 0.014% | |
2/5/2021 | Ellevest Inc. | 298,422 | $21.80M | 3.2% | +14.7% | 0.511% | |
2/5/2021 | US Bancorp DE | 134,357 | $9.81M | 0.0% | +60.0% | 0.230% | |
2/4/2021 | Harborview Advisors LLC | 19,033 | $1.39M | 0.9% | +13.9% | 0.033% | |
2/4/2021 | SVA Wealth Management LLC | 26,213 | $1.92M | 0.2% | +15.8% | 0.045% | |
2/4/2021 | Aaron Wealth Advisors | 3,080 | $0.22M | 0.1% | N/A | 0.005% | |
2/4/2021 | Regentatlantic Capital LLC | 151,627 | $11.08M | 0.4% | -3.7% | 0.260% | |
2/4/2021 | Sigma Investment Counselors Inc. | 8,360 | $0.61M | 0.1% | N/A | 0.014% | |
2/4/2021 | Bond & Devick Financial Network Inc. | 13,747 | $1M | 1.1% | N/A | 0.024% | |
2/4/2021 | Nottingham Advisors Inc. | 101,025 | $7.38M | 1.1% | -26.8% | 0.173% | |
2/4/2021 | Cambridge Investment Research Advisors Inc. | 94,027 | $6.87M | 0.0% | +10.8% | 0.161% | |
2/4/2021 | Neumann Capital Management LLC | 4,555 | $0.33M | 0.2% | +4.8% | 0.008% | |
2/4/2021 | Institutional & Family Asset Management LLC | 7,569 | $0.55M | 0.1% | +5.0% | 0.013% | |
2/4/2021 | DB Wealth Management Group LLC | 950 | $69K | 0.1% | N/A | 0.002% | |
2/4/2021 | Johnson Financial Group LLC | 10,852 | $0.79M | 0.2% | -5.5% | 0.019% | |
2/3/2021 | White Lighthouse Investment Management Inc. | 19,356 | $1.41M | 0.5% | -3.0% | 0.033% | |
2/3/2021 | Parsec Financial Management Inc. | 113,515 | $8.29M | 0.4% | +8.2% | 0.194% | |