3/3/2021 | BTS Asset Management Inc. | 1,095,128 | $119.30M | 23.7% | N/A | 1.205% | |
2/19/2021 | JPMorgan Chase & Co. | 1,116,584 | $121.64M | 0.0% | -54.7% | 1.092% | |
2/18/2021 | Symmetry Partners LLC | 82,447 | $8.99M | 0.7% | +8.4% | 0.081% | |
2/18/2021 | Eudaimonia Partners LLC | 3,291 | $0.36M | 0.1% | +183.0% | 0.003% | |
2/17/2021 | United Capital Financial Advisers LLC | 771,175 | $84.01M | 0.5% | +78.1% | 0.774% | |
2/17/2021 | Cahill Financial Advisors Inc. | 14,092 | $1M | 0.3% | +60.0% | 0.014% | |
2/16/2021 | Captrust Financial Advisors | 2,348 | $0.26M | 0.0% | +76.3% | 0.002% | |
2/16/2021 | Phillips Financial Management LLC | 49,054 | $5.34M | 0.7% | +0.4% | 0.051% | |
2/16/2021 | BCJ Capital Management LLC | 313,117 | $34.11M | 4.4% | +74.0% | 0.323% | |
2/16/2021 | Schroder Investment Management Group | 98,511 | $10.73M | 0.0% | -13.2% | 0.106% | |
|
2/13/2021 | Tompkins Financial Corp | 413 | $45K | 0.0% | -61.7% | 0.000% | |
2/12/2021 | Aviance Capital Partners LLC | 2,256 | $0.25M | 0.0% | N/A | 0.002% | |
2/11/2021 | Kalos Management Inc. | 4,538 | $0.50M | 0.2% | N/A | 0.004% | |
2/11/2021 | Cumberland Partners Ltd | 5,412 | $0.59M | 0.1% | -34.9% | 0.005% | |
2/11/2021 | Baird Financial Group Inc. | 4,200 | $0.46M | 0.0% | +3.9% | 0.004% | |
2/11/2021 | Slow Capital Inc. | 16,125 | $1.76M | 0.4% | -2.7% | 0.015% | |
2/11/2021 | Steward Partners Investment Advisory LLC | 8,469 | $0.92M | 0.0% | -5.2% | 0.008% | |
2/11/2021 | Argent Advisors Inc. | 3,264 | $0.36M | 0.2% | +41.0% | 0.003% | |
2/10/2021 | TD Ameritrade Investment Management LLC | 3,304 | $0.36M | 0.0% | N/A | 0.003% | |
2/10/2021 | Grace Capital | 1,865 | $0.20M | 0.1% | -66.4% | 0.002% | |
2/10/2021 | Keystone Financial Group | 3,662 | $0.40M | 0.1% | -4.4% | 0.003% | |
2/10/2021 | Princeton Portfolio Strategies Group LLC | 9,136 | $1M | 0.2% | +2.3% | 0.009% | |
2/10/2021 | Pacific Asset Management LLC | 73,890 | $17.40M | 11.4% | N/A | 0.070% | |
2/10/2021 | Assetmark Inc. | 2,699,337 | $294.07M | 1.6% | -4.7% | 2.574% | |
2/10/2021 | Robertson Stephens Wealth Management LLC | 28,744 | $3.13M | 0.7% | +451.9% | 0.027% | |
2/9/2021 | Gerber Kawasaki Wealth & Investment Management | 2,022 | $0.22M | 0.0% | N/A | 0.002% | |
2/9/2021 | AMJ Financial Wealth Management | 32,767 | $3.57M | 1.8% | N/A | 0.031% | |
2/9/2021 | Bank of New York Mellon Corp | 1,680,678 | $183.09M | 0.0% | +27.3% | 1.609% | |
2/9/2021 | Bay Harbor Wealth Management LLC | 5,458 | $0.60M | 0.3% | -67.5% | 0.005% | |
2/9/2021 | CI Investments Inc. | 91,864 | $10.01M | 0.0% | -68.9% | 0.088% | |
2/8/2021 | FDx Advisors Inc. | 1,904 | $0.21M | 0.0% | N/A | 0.002% | |
2/8/2021 | Cullen Frost Bankers Inc. | 2,785 | $0.30M | 0.0% | -6.7% | 0.003% | |
2/8/2021 | IFG Advisory LLC | 13,390 | $1.46M | 0.2% | +37.8% | 0.013% | |
2/8/2021 | Windsor Capital Management LLC | 90,469 | $9.86M | 3.7% | -3.1% | 0.087% | |
2/6/2021 | Tompkins Financial Corp | 2,570 | $0.24M | 0.0% | +138.2% | 0.002% | |
2/5/2021 | Motco | 779 | $85K | 0.0% | +35.2% | 0.001% | |
2/5/2021 | Axiom Financial Strategies LLC | 57,528 | $6.27M | 3.3% | +9.6% | 0.056% | |
2/5/2021 | 1ST Source Bank | 12,331 | $1.34M | 0.1% | N/A | 0.012% | |
2/5/2021 | Sumitomo Mitsui Trust Holdings Inc. | 91,439 | $9.96M | 0.0% | +78.1% | 0.089% | |
2/5/2021 | Ellevest Inc. | 25,327 | $2.76M | 0.4% | -22.5% | 0.025% | |
2/5/2021 | SG Americas Securities LLC | 316,876 | $34.52M | 0.2% | +10,347.6% | 0.307% | |
2/5/2021 | US Bancorp DE | 154,328 | $16.81M | 0.0% | +205.5% | 0.149% | |
2/3/2021 | Prime Capital Investment Advisors LLC | 4,598 | $0.50M | 0.0% | -15.6% | 0.004% | |
2/2/2021 | Girard Partners LTD. | 41,739 | $4.55M | 0.7% | +1.0% | 0.038% | |
2/2/2021 | Parallel Advisors LLC | 9,185 | $1M | 0.1% | +4.5% | 0.008% | |
1/29/2021 | Whittier Trust Co. | 36,336 | $3.96M | 0.1% | +0.6% | 0.034% | |
1/29/2021 | Fisher Asset Management LLC | 552,847 | $60.23M | 0.0% | +2.9% | 0.513% | |
1/29/2021 | Private Ocean LLC | 571,067 | $62.21M | 12.5% | +2.8% | 0.530% | |
1/29/2021 | Riggs Asset Managment Co. Inc. | 77,162 | $8.41M | 2.6% | N/A | 0.072% | |
1/28/2021 | Comerica Bank | 59,736 | $6.51M | 0.0% | -5.9% | 0.054% | |
1/28/2021 | Terry L. Blaker | 55,778 | $6.08M | 0.4% | +0.2% | 0.051% | |
1/28/2021 | Blue Fin Capital Inc. | 10,557 | $1.15M | 0.4% | +2.9% | 0.010% | |
1/26/2021 | MD Financial Management Inc. | 753,925 | $82.13M | 2.6% | +3.4% | 0.674% | |
1/26/2021 | Strategic Blueprint LLC | 3,001 | $0.33M | 0.1% | -27.3% | 0.003% | |
1/26/2021 | Private Capital Group LLC | 29,485 | $3.21M | 0.6% | +10.3% | 0.026% | |
1/25/2021 | IFP Advisors Inc | 12,524 | $1.37M | 0.1% | +126.2% | 0.011% | |
1/25/2021 | Fifth Third Securities Inc. | 12,738 | $1.39M | 0.7% | +3.4% | 0.011% | |
1/25/2021 | Janney Montgomery Scott LLC | 31,259 | $3.41M | 0.0% | +56.7% | 0.028% | |
1/22/2021 | We Are One Seven LLC | 2,575 | $0.28M | 0.1% | N/A | 0.002% | |
1/21/2021 | Clearview Wealth Advisors LLC | 452 | $49K | 0.0% | N/A | 0.000% | |
1/21/2021 | NextCapital Advisers Inc. | 709,390 | $77.19M | 2.0% | -31.4% | 0.643% | |
1/20/2021 | Manning & Napier Group LLC | 10,206 | $1.11M | 0.0% | -74.0% | 0.009% | |
1/19/2021 | Appleton Partners Inc. MA | 19,050 | $2.08M | 0.2% | +6.6% | 0.017% | |
1/15/2021 | Arden Trust Co | 171,348 | $18.67M | 3.1% | +5.4% | 0.155% | |
1/13/2021 | Sowell Financial Services LLC | 127,358 | $13.87M | 0.6% | +70.8% | 0.113% | |
1/12/2021 | Wallington Asset Management LLC | 24,320 | $2.65M | 0.5% | N/A | 0.022% | |
1/11/2021 | Chesley Taft & Associates LLC | 2,440 | $0.27M | 0.0% | N/A | 0.002% | |
1/8/2021 | Creative Financial Designs Inc. ADV | 3,292 | $0.36M | 0.1% | -9.9% | 0.003% | |
1/4/2021 | EisnerAmper Wealth Management Corporate Benefits LLC | 55,111 | $6M | 3.4% | N/A | 0.048% | |
12/2/2020 | Teachers Retirement System of The State of Kentucky | 8,621 | $0.90M | 0.0% | -97.5% | 0.008% | |
11/19/2020 | Jeppson Wealth Management LLC | 600 | $63K | 0.0% | N/A | 0.001% | |
11/17/2020 | Cahill Financial Advisors Inc. | 8,809 | $0.92M | 0.3% | N/A | 0.007% | |
11/17/2020 | Peloton Wealth Strategists | 14,824 | $1.55M | 0.9% | -3.3% | 0.013% | |
11/17/2020 | Captrust Financial Advisors | 1,332 | $0.14M | 0.0% | -20.5% | 0.001% | |
11/17/2020 | BCJ Capital Management LLC | 179,910 | $18.76M | 2.9% | -54.3% | 0.154% | |
11/16/2020 | Eudaimonia Partners LLC | 25,917 | $3.85M | 1.0% | +2,067.0% | 0.022% | |
11/16/2020 | Leuthold Group LLC | 40,186 | $4.19M | 0.6% | N/A | 0.034% | |
11/13/2020 | GeoWealth Management LLC | 7,360 | $0.77M | 0.2% | +175.1% | 0.006% | |
11/12/2020 | Grace Capital | 5,557 | $0.58M | 0.4% | +477.7% | 0.005% | |
11/12/2020 | JPMorgan Chase & Co. | 2,467,082 | $256.31M | 0.0% | +62.0% | 2.079% | |
11/12/2020 | Column Capital Advisors LLC | 17,360 | $1.81M | 0.6% | -24.1% | 0.014% | |
11/12/2020 | First Horizon Advisors Inc. | 375 | $39K | 0.0% | +336.0% | 0.000% | |
11/12/2020 | Neuberger Berman Group LLC | 322,748 | $33.65M | 0.0% | +243.2% | 0.261% | |
11/11/2020 | Hexagon Capital Partners LLC | 260 | $27K | 0.0% | N/A | 0.000% | |
11/10/2020 | Fisher Asset Management LLC | 537,236 | $56.02M | 0.0% | +5.7% | 0.447% | |
11/10/2020 | US Bancorp DE | 50,521 | $5.27M | 0.0% | -5.1% | 0.042% | |
11/10/2020 | Robertson Stephens Wealth Management LLC | 5,208 | $0.54M | 0.1% | -27.9% | 0.004% | |
11/9/2020 | CI Investments Inc. | 295,772 | $30.84M | 0.2% | +0.8% | 0.255% | |
11/9/2020 | Victory Capital Management Inc. | 184,193 | $19.21M | 0.0% | -58.8% | 0.159% | |
11/9/2020 | Capital Financial Planning LLC | 4,113 | $0.43M | 0.2% | N/A | 0.004% | |
11/6/2020 | Prime Capital Investment Advisors LLC | 5,447 | $0.57M | 0.0% | +3.7% | 0.005% | |
11/6/2020 | Phillips Financial Management LLC | 48,881 | $5.10M | 0.8% | N/A | 0.042% | |
11/6/2020 | Janney Montgomery Scott LLC | 19,944 | $2.08M | 0.0% | -44.9% | 0.018% | |
11/5/2020 | Cullen Frost Bankers Inc. | 2,986 | $0.31M | 0.0% | -38.6% | 0.003% | |
11/5/2020 | Noesis Capital Mangement Corp | 13,113 | $1.37M | 0.4% | +3.0% | 0.012% | |
11/4/2020 | NewSquare Capital LLC | 78,882 | $8.23M | 1.3% | -0.2% | 0.070% | |
11/4/2020 | Slow Capital Inc. | 16,569 | $1.73M | 0.5% | +44.7% | 0.015% | |
11/4/2020 | MD Financial Management Inc. | 729,141 | $76.03M | 3.1% | +5.7% | 0.641% | |
11/3/2020 | Symmetry Partners LLC | 76,087 | $7.94M | 0.7% | +1.0% | 0.067% | |
11/3/2020 | Cumberland Partners Ltd | 8,312 | $0.87M | 0.1% | +69.2% | 0.007% | |