4/12/2021 | Trilogy Capital Inc. | 319,366 | $23.99M | 1.8% | N/A | 1.439% | |
4/12/2021 | ERn Financial LLC | 37,549 | $2.82M | 1.1% | +1.0% | 0.169% | |
4/12/2021 | Acorn Financial Advisory Services Inc. ADV | 2,724 | $0.21M | 0.1% | N/A | 0.012% | |
4/12/2021 | Clarus Wealth Advisors | 136,388 | $10.50M | 6.6% | +5.7% | 0.614% | |
4/9/2021 | Flagship Private Wealth LLC | 1,131 | $87K | 0.1% | +173.2% | 0.005% | |
4/9/2021 | Pure Financial Advisors Inc. | 12,560 | $0.94M | 0.1% | -5.5% | 0.056% | |
4/5/2021 | Confluence Investment Management LLC | 66,324 | $4.98M | 0.1% | -63.0% | 0.299% | |
3/26/2021 | Susquehanna International Group LLP | 28,576 | $1.98M | 0.0% | -51.7% | 0.128% | |
3/19/2021 | Curi Capital | 396 | $27K | 0.0% | N/A | 0.002% | |
3/5/2021 | Voya Financial Advisors Inc. | 20,144 | $1.39M | 0.1% | +49.0% | 0.074% | |
|
3/2/2021 | FormulaFolio Investments LLC | 3,235 | $0.22M | 0.0% | N/A | 0.012% | |
3/2/2021 | Capital Asset Advisory Services LLC | 1,565 | $0.11M | 0.0% | N/A | 0.006% | |
2/25/2021 | Hsbc Holdings PLC | 3,636 | $0.25M | 0.0% | N/A | 0.013% | |
2/24/2021 | ERn Financial LLC | 37,179 | $2.58M | 1.1% | -31.4% | 0.133% | |
2/19/2021 | JPMorgan Chase & Co. | 3,970 | $0.28M | 0.0% | -13.1% | 0.014% | |
2/19/2021 | Rodgers & Associates LTD | 127,485 | $8.84M | 1.6% | N/A | 0.457% | |
2/19/2021 | Rehmann Capital Advisory Group | 3,089 | $0.21M | 0.0% | N/A | 0.011% | |
2/18/2021 | Safeguard Investment Advisory Group LLC | 1,755 | $0.12M | 0.1% | N/A | 0.006% | |
2/18/2021 | EP Wealth Advisors LLC | 2,885 | $0.20M | 0.0% | N/A | 0.010% | |
2/18/2021 | Capital Advisory Group Advisory Services LLC | 530 | $37K | 0.0% | +60.6% | 0.002% | |
2/17/2021 | Hoese & Co LLP | 2,147 | $0.15M | 0.2% | N/A | 0.008% | |
2/17/2021 | IHT Wealth Management LLC | 157,389 | $10.91M | 0.9% | -19.4% | 0.564% | |
2/17/2021 | Freedman Financial Associates Inc. | 5,625 | $0.39M | 0.4% | N/A | 0.020% | |
2/17/2021 | Prestige Wealth Management Group LLC | 98,168 | $6.81M | 1.9% | +58.2% | 0.352% | |
2/17/2021 | Cetera Investment Advisers | 44,671 | $3.10M | 0.1% | N/A | 0.160% | |
2/16/2021 | Morgan Stanley | 130,112 | $9.02M | 0.0% | -2.2% | 0.460% | |
2/16/2021 | Mariner LLC | 69,820 | $4.84M | 0.0% | +7.4% | 0.247% | |
2/16/2021 | Ameritas Investment Company LLC | 3,027 | $0.21M | 0.0% | -30.0% | 0.011% | |
2/16/2021 | Colony Group LLC | 3,251 | $0.23M | 0.0% | N/A | 0.011% | |
2/16/2021 | Laidlaw Wealth Management LLC | 43,789 | $3.04M | 0.6% | -7.7% | 0.155% | |
2/16/2021 | Kingsview Wealth Management LLC | 90,254 | $6.26M | 0.5% | -2.5% | 0.319% | |
2/16/2021 | Benjamin F. Edwards & Company Inc. | 291,902 | $20.24M | 1.2% | -43.0% | 1.031% | |
2/16/2021 | Wellspring Financial Advisors LLC | 33,820 | $2.35M | 0.8% | +9.7% | 0.120% | |
2/13/2021 | Clear Creek Financial Management LLC | 8,682 | $0.60M | 0.1% | N/A | 0.031% | |
2/12/2021 | Stifel Financial Corp | 657,244 | $45.57M | 0.1% | -44.5% | 2.322% | |
2/12/2021 | Raymond James Financial Services Advisors Inc. | 41,125 | $2.85M | 0.0% | +26.1% | 0.145% | |
2/12/2021 | Financial Advocates Investment Management | 2,998 | $0.21M | 0.0% | N/A | 0.011% | |
2/12/2021 | LPL Financial LLC | 829,366 | $57.50M | 0.1% | +42.4% | 2.931% | |
2/12/2021 | Legacy Wealth Planning LLC | 19,090 | $1.32M | 1.7% | +1.7% | 0.067% | |
2/12/2021 | Cavalier Investments LLC | 35,101 | $2.43M | 1.1% | N/A | 0.124% | |
2/12/2021 | Keeley Teton Advisors LLC | 30,445 | $2.11M | 0.3% | +6.2% | 0.108% | |
2/12/2021 | M&T Bank Corp | 9,441 | $0.66M | 0.0% | -39.7% | 0.033% | |
2/11/2021 | Eqis Capital Management Inc. | 34,318 | $2.38M | 0.3% | +8.8% | 0.121% | |
2/11/2021 | IAG Wealth Partners LLC | 18,034 | $1.25M | 0.5% | -11.0% | 0.064% | |
2/11/2021 | Chartist Inc. CA | 26,090 | $10.96M | 5.7% | -5.5% | 0.092% | |
2/11/2021 | Veritable L.P. | 44,915 | $3.11M | 0.1% | -15.6% | 0.159% | |
2/11/2021 | Krilogy Financial LLC | 15,825 | $1.10M | 0.1% | -6.4% | 0.056% | |
2/11/2021 | Financial Engines Advisors L.L.C. | 4,248,790 | $294.57M | 1.0% | -17.3% | 15.229% | |
2/11/2021 | Slow Capital Inc. | 18,721 | $1.30M | 0.3% | -16.4% | 0.067% | |
2/11/2021 | Orin Green Financial LLC | 4,290 | $0.30M | 0.2% | N/A | 0.015% | |
2/10/2021 | Renaissance Technologies LLC | 6,409 | $0.44M | 0.0% | N/A | 0.023% | |
2/10/2021 | TD Ameritrade Investment Management LLC | 36,924 | $2.56M | 0.0% | N/A | 0.133% | |
2/10/2021 | Financial Advisory Service Inc. | 464,415 | $32.20M | 3.7% | -6.5% | 1.674% | |
2/10/2021 | Signet Financial Management LLC | 162,813 | $11.29M | 2.3% | +1.7% | 0.587% | |
2/10/2021 | Sterling Financial Planning Inc. | 2,353 | $0.16M | 0.1% | N/A | 0.008% | |
2/10/2021 | HighTower Advisors LLC | 168,964 | $11.72M | 0.0% | +760.9% | 0.609% | |
2/10/2021 | KWB Wealth | 154,719 | $10.73M | 2.2% | N/A | 0.558% | |
2/10/2021 | Gamble Jones Investment Counsel | 7,753 | $0.54M | 0.0% | +2.8% | 0.028% | |
2/9/2021 | Wells Fargo & Company MN | 124,494 | $8.63M | 0.0% | -2.1% | 0.449% | |
2/9/2021 | Advisory Services Network LLC | 390 | $27K | 0.0% | N/A | 0.001% | |
2/9/2021 | Sawtooth Solutions LLC | 244,007 | $16.92M | 0.3% | +36.0% | 0.879% | |
2/9/2021 | Bank of New York Mellon Corp | 3,969 | $0.28M | 0.0% | -25.6% | 0.014% | |
2/9/2021 | Arkadios Wealth Advisors | 9,824 | $0.68M | 0.1% | +7.4% | 0.035% | |
2/9/2021 | Klingman & Associates LLC | 265,591 | $18.41M | 2.1% | -0.4% | 0.954% | |
2/9/2021 | Sigma Planning Corp | 7,959 | $0.55M | 0.0% | +2.7% | 0.029% | |
2/9/2021 | Marietta Wealth Management LLC | 5,110 | $0.35M | 0.1% | -77.2% | 0.018% | |
2/9/2021 | Equitable Holdings Inc. | 21,937 | $1.52M | 0.0% | -5.0% | 0.079% | |
2/9/2021 | Diligent Investors LLC | 66,950 | $4.64M | 1.9% | +0.9% | 0.240% | |
2/8/2021 | SigFig Wealth Management LLC | 14,995 | $1.04M | 0.1% | N/A | 0.054% | |
2/8/2021 | Wrapmanager Inc. | 13,574 | $0.94M | 0.3% | -6.4% | 0.049% | |
2/8/2021 | Prudential PLC | 5,500 | $0.38M | 0.0% | +19.6% | 0.020% | |
2/8/2021 | NorthRock Partners LLC | 523,640 | $36.30M | 3.6% | +3.0% | 1.880% | |
2/8/2021 | SJA Financial Advisory LLC | 20,568 | $1.43M | 1.1% | -8.4% | 0.074% | |
2/8/2021 | Foster Victor Wealth Advisors LLC | 19,195 | $1.33M | 0.3% | -1.9% | 0.069% | |
2/5/2021 | Essex Financial Services Inc. | 3,602 | $0.25M | 0.0% | N/A | 0.013% | |
2/5/2021 | Koshinski Asset Management Inc. | 5,327 | $0.43M | 0.0% | -14.1% | 0.019% | |
2/5/2021 | NEXT Financial Group Inc | 7,186 | $0.50M | 0.0% | +958.3% | 0.026% | |
2/5/2021 | Foresight Wealth Management LLC | 55,174 | $3.83M | 1.0% | +7.5% | 0.198% | |
2/5/2021 | Orion Portfolio Solutions LLC | 534,728 | $37.07M | 1.7% | N/A | 1.920% | |
2/5/2021 | US Bancorp DE | 6,235 | $0.43M | 0.0% | +902.4% | 0.022% | |
2/4/2021 | Lloyd Advisory Services LLC. | 1,473 | $0.10M | 0.1% | +12.6% | 0.005% | |
2/4/2021 | Harborview Advisors LLC | 56,200 | $3.90M | 2.6% | -4.5% | 0.202% | |
2/4/2021 | Avantax Planning Partners Inc. | 171,237 | $11.87M | 0.6% | -15.2% | 0.615% | |
2/4/2021 | Valley Forge Investment Consultants Inc. ADV | 7,144 | $0.50M | 0.4% | N/A | 0.026% | |
2/4/2021 | AdvisorNet Financial Inc | 2,191 | $0.15M | 0.0% | +287.1% | 0.008% | |
2/4/2021 | National Asset Management Inc. | 71,094 | $4.93M | 0.3% | +1,126.4% | 0.255% | |
2/3/2021 | Reilly Financial Advisors LLC | 26,656 | $1.85M | 0.2% | -0.9% | 0.096% | |
2/2/2021 | Wipfli Financial Advisors LLC | 15,279 | $1.06M | 0.6% | N/A | 0.055% | |
2/2/2021 | Girard Partners LTD. | 37,037 | $2.57M | 0.4% | -7.3% | 0.133% | |
2/2/2021 | Flagship Private Wealth LLC | 414 | $29K | 0.0% | N/A | 0.001% | |
2/2/2021 | Proequities Inc. | 10,279 | $0.71M | 0.1% | +13.3% | 0.037% | |
2/2/2021 | Quest Capital Management Inc. ADV | 155,420 | $10.78M | 2.5% | -0.5% | 0.558% | |
2/2/2021 | Koshinski Asset Management Inc. | 12,405 | $0.86M | 0.2% | +100.1% | 0.045% | |
2/1/2021 | Baltimore Washington Financial Advisors Inc. | 3,244 | $0.22M | 0.0% | N/A | 0.012% | |
2/1/2021 | AE Wealth Management LLC | 249,911 | $17.33M | 0.2% | +42.0% | 0.897% | |
2/1/2021 | IVC Wealth Advisors LLC | 9,799 | $0.68M | 0.6% | N/A | 0.035% | |
1/30/2021 | Great Valley Advisor Group Inc. | 2,971 | $0.21M | 0.0% | N/A | 0.011% | |
1/29/2021 | Concorde Asset Management LLC | 3,463 | $0.24M | 0.1% | N/A | 0.012% | |
1/29/2021 | Stratos Wealth Advisors LLC | 10,583 | $0.73M | 0.1% | -31.0% | 0.038% | |
1/29/2021 | Stratos Wealth Partners LTD. | 39,725 | $2.75M | 0.1% | +8.1% | 0.142% | |