2/19/2021 | JPMorgan Chase & Co. | 922,958 | $38.75M | 0.0% | -225.5% | 0.583% | |
2/18/2021 | Eudaimonia Partners LLC | 762 | $32K | 0.0% | -52.9% | 0.000% | |
2/17/2021 | United Capital Financial Advisers LLC | 11,870 | $0.50M | 0.0% | +81.5% | 0.007% | |
2/16/2021 | Captrust Financial Advisors | 24,087 | $1.01M | 0.0% | +284.6% | 0.015% | |
2/16/2021 | Colony Group LLC | 30,990 | $1.30M | 0.0% | +47.3% | 0.020% | |
2/16/2021 | BCJ Capital Management LLC | 87,053 | $3.66M | 0.5% | +33.6% | 0.055% | |
2/16/2021 | Alpha DNA Investment Management LLC | 3,009 | $0.13M | 0.1% | N/A | 0.002% | |
2/13/2021 | Tompkins Financial Corp | 63,636 | $2.67M | 0.3% | +5.8% | 0.040% | |
2/13/2021 | Reby Advisors LLC | 668 | $28K | 0.0% | N/A | 0.000% | |
2/13/2021 | Ancora Advisors LLC | 7,527 | $0.32M | 0.0% | +58.6% | 0.005% | |
|
2/11/2021 | Kalos Management Inc. | 5,870 | $0.27M | 0.1% | -20.2% | 0.004% | |
2/11/2021 | Baird Financial Group Inc. | 149,811 | $6.29M | 0.0% | +28.9% | 0.095% | |
2/11/2021 | Steward Partners Investment Advisory LLC | 164,263 | $6.90M | 0.1% | +31.5% | 0.104% | |
2/11/2021 | First Horizon Advisors Inc. | 9,723 | $0.41M | 0.0% | +64.3% | 0.006% | |
2/11/2021 | Paracle Advisors LLC | 11,374 | $0.48M | 0.1% | +2.7% | 0.007% | |
2/10/2021 | Assetmark Inc. | 204,604 | $8.59M | 0.0% | +666.3% | 0.129% | |
2/10/2021 | Robertson Stephens Wealth Management LLC | 67,086 | $2.82M | 0.6% | +17.4% | 0.042% | |
2/9/2021 | Liberty Wealth Management LLC | 110,260 | $4.92M | 2.4% | -2.0% | 0.070% | |
2/9/2021 | Baron Financial Group LLC | 28,985 | $1.22M | 1.0% | +4.2% | 0.018% | |
2/9/2021 | Varma Mutual Pension Insurance Co | 6,050,050 | $253.98M | 4.5% | N/A | 3.844% | |
2/9/2021 | Bank of New York Mellon Corp | 729,238 | $30.61M | 0.0% | +56.4% | 0.463% | |
2/9/2021 | Arkadios Wealth Advisors | 86,330 | $3.62M | 0.8% | +15,567.9% | 0.055% | |
2/9/2021 | Blue Edge Capital LLC | 28,894 | $1.21M | 0.3% | +7.6% | 0.018% | |
2/9/2021 | Bay Harbor Wealth Management LLC | 107,861 | $4.53M | 2.1% | +25.8% | 0.069% | |
2/8/2021 | FDx Advisors Inc. | 38,834 | $1.63M | 0.1% | N/A | 0.025% | |
2/8/2021 | Prudential PLC | 5,025,584 | $210.97M | 1.1% | +29.9% | 3.173% | |
2/8/2021 | IFG Advisory LLC | 17,215 | $0.72M | 0.1% | +35.8% | 0.011% | |
2/5/2021 | Dorsey & Whitney Trust CO LLC | 12,080 | $0.51M | 0.1% | +6.2% | 0.008% | |
2/5/2021 | Haverford Trust Co. | 15,074 | $0.63M | 0.0% | +8.8% | 0.010% | |
2/5/2021 | Litman Gregory Asset Management LLC | 113,243 | $4.75M | 0.9% | +3.3% | 0.072% | |
2/5/2021 | Genovese Burford & Brothers Wealth & Retirement Plan Management LLC | 10,051 | $0.42M | 0.1% | N/A | 0.006% | |
2/5/2021 | Ellevest Inc. | 540,396 | $22.69M | 3.3% | +21.5% | 0.343% | |
2/5/2021 | US Bancorp DE | 174,163 | $7.31M | 0.0% | +71.6% | 0.111% | |
2/5/2021 | Graves Light Private Wealth Management Inc. | 5,377 | $0.23M | 0.0% | N/A | 0.003% | |
2/4/2021 | AdvisorNet Financial Inc | 8,369 | $0.35M | 0.0% | -16.9% | 0.005% | |
2/4/2021 | Cambridge Investment Research Advisors Inc. | 313,049 | $13.14M | 0.1% | +10.9% | 0.199% | |
2/4/2021 | Johnson Financial Group LLC | 4,847 | $0.20M | 0.1% | N/A | 0.003% | |
2/3/2021 | Trust Co. of Vermont | 13,921 | $0.58M | 0.0% | +8.0% | 0.009% | |
2/2/2021 | Flputnam Investment Management Co. | 386,904 | $16.24M | 0.8% | N/A | 0.246% | |
2/2/2021 | Grimes & Company Inc. | 13,484 | $0.57M | 0.0% | +4.6% | 0.009% | |
2/2/2021 | Gould Asset Management LLC CA | 12,300 | $0.52M | 0.2% | +23.4% | 0.008% | |
2/2/2021 | Parallel Advisors LLC | 7,073 | $0.30M | 0.0% | +188.3% | 0.004% | |
2/1/2021 | High Note Wealth LLC | 274,003 | $11.50M | 4.9% | N/A | 0.174% | |
2/1/2021 | Vicus Capital | 6,358 | $0.27M | 0.0% | -10.0% | 0.004% | |
2/1/2021 | Clear Perspectives Financial Planning LLC | 2,000 | $84K | 0.1% | N/A | 0.001% | |
1/29/2021 | C J Advisory Inc. | 44,003 | $1.85M | 1.2% | +4.5% | 0.028% | |
1/29/2021 | Whittier Trust Co. | 29,098 | $1.22M | 0.0% | +142.8% | 0.018% | |
1/29/2021 | Private Ocean LLC | 321,025 | $13.48M | 2.7% | +18.2% | 0.204% | |
1/28/2021 | Community Bank N.A. | 9,650 | $0.41M | 0.1% | -8.4% | 0.006% | |
1/28/2021 | Montecito Bank & Trust | 27,184 | $1.14M | 0.3% | -28.7% | 0.017% | |
1/28/2021 | Golden State Wealth Management LLC | 13,520 | $0.57M | 0.2% | +106.6% | 0.009% | |
1/28/2021 | Asset Dedication LLC | 9,526 | $0.40M | 0.1% | +18.1% | 0.006% | |
1/27/2021 | GWM Advisors LLC | 529,114 | $22.21M | 0.7% | +40.5% | 0.336% | |
1/26/2021 | Strategic Blueprint LLC | 38,499 | $1.62M | 0.4% | +4.4% | 0.024% | |
1/26/2021 | Private Capital Group LLC | 40,165 | $1.69M | 0.3% | +51.3% | 0.026% | |
1/25/2021 | IFP Advisors Inc | 33,469 | $1.41M | 0.1% | +99.3% | 0.021% | |
1/25/2021 | Sage Advisory Services Ltd.Co. | 12,866 | $0.54M | 0.1% | -3.2% | 0.008% | |
1/25/2021 | Janney Montgomery Scott LLC | 2,767,683 | $116.19M | 0.6% | +31.8% | 1.758% | |
1/25/2021 | Ledyard National Bank | 152,193 | $6.39M | 0.7% | +11.1% | 0.097% | |
1/21/2021 | Clearview Wealth Advisors LLC | 7,411 | $0.31M | 0.2% | N/A | 0.005% | |
1/20/2021 | Vision Capital Management Inc. | 9,244 | $0.39M | 0.1% | -11.4% | 0.006% | |
1/15/2021 | Baystate Wealth Management LLC | 26,504 | $1.11M | 0.1% | +21.1% | 0.017% | |
1/15/2021 | Patriot Financial Group Insurance Agency LLC | 16,095 | $0.68M | 0.2% | +37.2% | 0.010% | |
1/14/2021 | Kovack Advisors Inc. | 15,693 | $0.66M | 0.1% | +17.8% | 0.010% | |
1/13/2021 | Sowell Financial Services LLC | 42,169 | $1.77M | 0.1% | +1.0% | 0.027% | |
1/11/2021 | TRUE Private Wealth Advisors | 68,255 | $2.87M | 0.5% | -8.2% | 0.046% | |
1/8/2021 | ELM Advisors LLC | 3,345 | $0.14M | 0.1% | N/A | 0.002% | |
1/8/2021 | Creative Financial Designs Inc. ADV | 2,496 | $0.11M | 0.0% | +52.2% | 0.002% | |
1/1/2021 | Eudaimonia Partners LLC | 1,618 | $58K | 0.0% | -13.1% | 0.001% | |
11/17/2020 | Garde Capital Inc. | 7,633 | $0.27M | 0.0% | N/A | 0.006% | |
11/17/2020 | Captrust Financial Advisors | 6,263 | $0.23M | 0.0% | -78.8% | 0.005% | |
11/17/2020 | BCJ Capital Management LLC | 65,150 | $2.32M | 0.4% | +1.8% | 0.047% | |
11/13/2020 | Transcend Wealth Collective LLC | 97,879 | $5.61M | 1.0% | +254.7% | 0.071% | |
11/13/2020 | Baron Financial Group LLC | 27,830 | $0.99M | 0.9% | N/A | 0.020% | |
11/10/2020 | US Bancorp DE | 101,470 | $3.61M | 0.0% | +34.0% | 0.075% | |
11/10/2020 | Robertson Stephens Wealth Management LLC | 57,151 | $2.04M | 0.5% | -7.2% | 0.044% | |
11/6/2020 | Trust Co. of Vermont | 12,891 | $0.46M | 0.0% | +19.1% | 0.010% | |
11/6/2020 | Janney Montgomery Scott LLC | 2,100,473 | $74.80M | 0.4% | +5.5% | 1.631% | |
11/5/2020 | Liberty Wealth Management LLC | 112,474 | $4.01M | 2.4% | +16.6% | 0.087% | |
11/4/2020 | Blue Edge Capital LLC | 26,865 | $0.96M | 0.3% | +13.2% | 0.021% | |
11/3/2020 | GWM Advisors LLC | 376,481 | $13.41M | 0.5% | +26.8% | 0.292% | |
11/3/2020 | Litman Gregory Asset Management LLC | 109,670 | $3.91M | 0.8% | +14.9% | 0.085% | |
11/2/2020 | IFG Advisory LLC | 12,679 | $0.45M | 0.1% | +20.6% | 0.010% | |
11/2/2020 | Kovack Advisors Inc. | 13,325 | $0.47M | 0.1% | +6.4% | 0.010% | |
10/30/2020 | Private Ocean LLC | 271,592 | $9.67M | 2.3% | +3.8% | 0.211% | |
10/30/2020 | Whittier Trust Co. of Nevada Inc. | 1,545 | $55K | 0.0% | +81.8% | 0.001% | |
10/30/2020 | Prudential PLC | 3,867,679 | $137.73M | 0.7% | -11.2% | 3.003% | |
10/30/2020 | Sage Advisory Services Ltd.Co. | 13,297 | $0.47M | 0.2% | +72.5% | 0.010% | |
10/30/2020 | Steward Partners Investment Advisory LLC | 124,937 | $4.45M | 0.1% | +4.1% | 0.097% | |
10/29/2020 | IFP Advisors Inc | 16,795 | $0.60M | 0.0% | +4.6% | 0.013% | |
10/29/2020 | Cambridge Investment Research Advisors Inc. | 282,278 | $10.05M | 0.1% | -23.6% | 0.219% | |
10/27/2020 | Montecito Bank & Trust | 38,106 | $1.36M | 0.3% | -5.6% | 0.030% | |
10/27/2020 | Arbor Investment Advisors LLC | 5,917 | $0.21M | 0.1% | N/A | 0.005% | |
10/27/2020 | Parallel Advisors LLC | 2,453 | $87K | 0.0% | -27.2% | 0.002% | |
10/27/2020 | Bay Harbor Wealth Management LLC | 85,708 | $3.05M | 1.5% | +12.1% | 0.067% | |
10/27/2020 | Strategic Blueprint LLC | 36,875 | $1.31M | 0.4% | -43.3% | 0.029% | |
10/26/2020 | Ellevest Inc. | 444,616 | $15.83M | 2.8% | +13.6% | 0.345% | |
10/22/2020 | Icon Wealth Partners LLC | 271,317 | $9.66M | 1.9% | +3.5% | 0.216% | |
10/21/2020 | Hefren Tillotson Inc. | 3,876 | $0.14M | 0.0% | -10.9% | 0.003% | |
10/21/2020 | Patriot Financial Group Insurance Agency LLC | 11,733 | $0.42M | 0.1% | +9.2% | 0.009% | |