3/2/2021 | FormulaFolio Investments LLC | 109,670 | $6.80M | 0.1% | N/A | 0.159% | |
2/22/2021 | Retirement Group LLC | 1,734 | $0.11M | 0.0% | N/A | 0.003% | |
2/19/2021 | JPMorgan Chase & Co. | 121,795 | $7.55M | 0.0% | +6.9% | 0.179% | |
2/19/2021 | Berman Capital Advisors LLC | 538 | $33K | 0.0% | N/A | 0.001% | |
2/19/2021 | Walled Lake Planning & Wealth Management LLC | 1,079 | $67K | 0.1% | +38.0% | 0.002% | |
2/18/2021 | US Financial Advisors LLC | 170,696 | $10.58M | 3.2% | N/A | 0.251% | |
2/18/2021 | Professional Planning | 20,078 | $1.25M | 0.5% | -2.7% | 0.030% | |
2/18/2021 | Truist Financial Corp | 217,010 | $13.45M | 0.0% | -25.8% | 0.319% | |
2/17/2021 | Ascension Capital Advisors Inc. | 21,216 | $1.32M | 0.9% | -2.6% | 0.031% | |
2/17/2021 | Hoese & Co LLP | 10,327 | $0.64M | 0.8% | N/A | 0.015% | |
|
2/17/2021 | Zurich Insurance Group Ltd FI | 132,916 | $8.50M | 0.1% | +12.1% | 0.195% | |
2/17/2021 | IHT Wealth Management LLC | 56,988 | $3.53M | 0.3% | +2.8% | 0.084% | |
2/17/2021 | United Capital Financial Advisers LLC | 11,618 | $0.72M | 0.0% | +130.3% | 0.017% | |
2/17/2021 | Jane Street Group LLC | 4,976 | $0.31M | 0.0% | -84.6% | 0.007% | |
2/17/2021 | Cahill Financial Advisors Inc. | 169,654 | $10.52M | 2.7% | +5.1% | 0.249% | |
2/17/2021 | Cetera Investment Advisers | 25,009 | $1.55M | 0.0% | N/A | 0.037% | |
2/17/2021 | Cetera Advisor Networks LLC | 196,833 | $12.20M | 0.3% | +4.5% | 0.289% | |
2/16/2021 | Private Portfolio Partners LLC | 27,127 | $1.68M | 0.6% | -1.3% | 0.040% | |
2/16/2021 | Morgan Stanley | 3,677,614 | $228.01M | 0.0% | +3.0% | 5.400% | |
2/16/2021 | Kingsview Wealth Management LLC | 16,941 | $1.05M | 0.1% | -5.8% | 0.025% | |
2/16/2021 | Benjamin F. Edwards & Company Inc. | 1,208 | $75K | 0.0% | +694.7% | 0.002% | |
2/16/2021 | First Foundation Advisors | 51,040 | $3.16M | 0.1% | +46.7% | 0.075% | |
2/13/2021 | Tompkins Financial Corp | 12,495 | $0.55M | 0.1% | N/A | 0.018% | |
2/12/2021 | Stifel Financial Corp | 98,109 | $6.08M | 0.0% | -1.7% | 0.144% | |
2/12/2021 | Raymond James Financial Services Advisors Inc. | 1,631,407 | $101.15M | 0.3% | +10.7% | 2.396% | |
2/12/2021 | LPL Financial LLC | 1,001,862 | $62.12M | 0.1% | +1.8% | 1.471% | |
2/12/2021 | Financial Advocates Investment Management | 43,636 | $2.70M | 0.2% | N/A | 0.064% | |
2/12/2021 | Fairhaven Wealth Management LLC | 3,861 | $0.24M | 0.1% | -24.0% | 0.006% | |
2/12/2021 | Regent Peak Wealth Advisors LLC | 491 | $30K | 0.0% | N/A | 0.001% | |
2/12/2021 | Change Path LLC | 25,146 | $1.56M | 0.1% | N/A | 0.037% | |
2/11/2021 | Kalos Management Inc. | 16,532 | $1.09M | 0.5% | -14.1% | 0.024% | |
2/11/2021 | Northern Trust Corp | 16,633 | $1.03M | 0.0% | +2.1% | 0.024% | |
2/11/2021 | Mutual Advisors LLC | 4,080 | $0.25M | 0.0% | N/A | 0.006% | |
2/11/2021 | Baird Financial Group Inc. | 43,541 | $2.70M | 0.0% | -17.3% | 0.064% | |
2/11/2021 | Argent Trust Co | 20,084 | $1.25M | 0.1% | +5.2% | 0.030% | |
2/11/2021 | Citigroup Inc. | 99,558 | $6.17M | 0.0% | +2.3% | 0.147% | |
2/11/2021 | Steward Partners Investment Advisory LLC | 71,554 | $4.44M | 0.1% | -6.8% | 0.105% | |
2/11/2021 | Oppenheimer & Co. Inc. | 34,308 | $2.13M | 0.0% | +0.6% | 0.050% | |
2/11/2021 | Gilbert & Cook Inc. | 5,234 | $0.33M | 0.1% | -16.9% | 0.008% | |
2/11/2021 | Prism Advisors Inc. | 57,624 | $3.57M | 1.4% | -1.7% | 0.085% | |
2/10/2021 | Brighton Jones LLC | 6,332 | $0.39M | 0.0% | -7.5% | 0.009% | |
2/10/2021 | Mid Atlantic Financial Management Inc. ADV | 154,621 | $9.59M | 0.7% | +78.3% | 0.228% | |
2/10/2021 | Cookson Peirce & Co. Inc. | 19,773 | $1.23M | 0.1% | -13.4% | 0.029% | |
2/10/2021 | Level Four Advisory Services LLC | 100,537 | $6.23M | 0.5% | +2.5% | 0.148% | |
2/10/2021 | Ferris Capital LLC | 28,785 | $1.79M | 0.5% | N/A | 0.042% | |
2/10/2021 | Dohj LLC | 3,826 | $0.25M | 0.1% | -20.3% | 0.006% | |
2/9/2021 | Wells Fargo & Company MN | 898,183 | $55.69M | 0.0% | +18.8% | 1.322% | |
2/9/2021 | Advisory Services Network LLC | 11,680 | $0.72M | 0.0% | -3.3% | 0.017% | |
2/9/2021 | Sawtooth Solutions LLC | 30,045 | $1.86M | 0.0% | +360.8% | 0.044% | |
2/9/2021 | STA Wealth Management LLC | 113,098 | $7.01M | 0.7% | +6.3% | 0.167% | |
2/9/2021 | Roberts Glore & Co. Inc. IL | 16,878 | $1.05M | 0.3% | +1.2% | 0.025% | |
2/9/2021 | Samalin Investment Counsel LLC | 2,878 | $0.18M | 0.1% | N/A | 0.004% | |
2/9/2021 | Wagner Wealth Management LLC | 1,300 | $81K | 0.1% | N/A | 0.002% | |
2/9/2021 | Sigma Planning Corp | 67,870 | $4.21M | 0.1% | -2.0% | 0.100% | |
2/9/2021 | WealthPLAN Partners LLC | 400,653 | $25.82M | 2.2% | +25.1% | 0.590% | |
2/9/2021 | Summit Asset Management LLC | 28,265 | $1.75M | 0.6% | +8.7% | 0.042% | |
2/9/2021 | Blair William & Co. IL | 14,147 | $0.88M | 0.0% | +11.5% | 0.021% | |
2/9/2021 | Equitable Holdings Inc. | 11,381 | $0.71M | 0.0% | -32.2% | 0.017% | |
2/8/2021 | CIBC World Markets Inc. | 3,908 | $0.24M | 0.0% | -17.0% | 0.006% | |
2/8/2021 | Prudential PLC | 21,040 | $1.30M | 0.0% | -53.0% | 0.031% | |
2/8/2021 | Lido Advisors LLC | 5,949 | $0.37M | 0.0% | N/A | 0.009% | |
2/8/2021 | PSI Advisors LLC | 3,875 | $0.24M | 0.2% | N/A | 0.006% | |
2/8/2021 | Financial Management Network Inc. | 238,616 | $15.45M | 9.5% | N/A | 0.352% | |
2/8/2021 | Kelman Lazarov Inc. | 367,598 | $22.79M | 8.7% | -1.4% | 0.542% | |
2/8/2021 | Resources Investment Advisors LLC. | 1,412,448 | $87.57M | 4.6% | +30.8% | 2.082% | |
2/6/2021 | Tompkins Financial Corp | 12,495 | $0.55M | 0.0% | N/A | 0.018% | |
2/5/2021 | RDA Financial Network | 15,671 | $0.97M | 0.4% | +1.6% | 0.023% | |
2/5/2021 | Lincoln National Corp | 24,128 | $1.50M | 0.0% | +1.2% | 0.036% | |
2/5/2021 | Glassman Wealth Services | 482 | $30K | 0.0% | N/A | 0.001% | |
2/5/2021 | Orion Portfolio Solutions LLC | 7,568 | $0.47M | 0.0% | N/A | 0.011% | |
2/5/2021 | Oliver Luxxe Assets LLC | 22,401 | $1.44M | 0.4% | +3.9% | 0.033% | |
2/5/2021 | Apriem Advisors | 125,366 | $7.77M | 1.4% | -13.9% | 0.186% | |
2/5/2021 | Graves Light Private Wealth Management Inc. | 398 | $25K | 0.0% | N/A | 0.001% | |
2/4/2021 | Beaumont Asset Management L.L.C. | 240,876 | $14.93M | 13.4% | +6.0% | 0.357% | |
2/4/2021 | National Asset Management Inc. | 26,796 | $1.66M | 0.1% | +69.8% | 0.040% | |
2/4/2021 | Cambridge Investment Research Advisors Inc. | 140,997 | $8.74M | 0.1% | +0.3% | 0.209% | |
2/3/2021 | Almanack Investment Partners LLC. | 13,388 | $0.83M | 0.1% | N/A | 0.020% | |
2/3/2021 | Winslow Evans & Crocker Inc. | 12,819 | $0.80M | 0.2% | +18.8% | 0.019% | |
2/3/2021 | Dynamic Advisor Solutions LLC | 126,087 | $7.82M | 0.7% | +123.6% | 0.187% | |
2/2/2021 | Hoover Financial Advisors Inc. | 381 | $25K | 0.0% | N/A | 0.001% | |
2/2/2021 | Patten Group Inc. | 12,324 | $0.76M | 0.2% | -7.7% | 0.018% | |
2/2/2021 | Alpha Omega Group Inc. | 162,718 | $10.09M | 9.8% | N/A | 0.241% | |
2/2/2021 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 3,959 | $0.25M | 0.1% | +5.0% | 0.006% | |
2/2/2021 | Ahrens Investment Partners LLC | 106,492 | $6.60M | 3.5% | -6.6% | 0.158% | |
2/1/2021 | Ausdal Financial Partners Inc. | 3,364 | $0.21M | 0.0% | N/A | 0.005% | |
2/1/2021 | San Francisco Sentry Investment Group CA | 6,750 | $0.42M | 0.2% | +8.1% | 0.010% | |
2/1/2021 | AE Wealth Management LLC | 31,057 | $1.93M | 0.0% | +293.2% | 0.046% | |
2/1/2021 | Cornell Pochily Investment Advisors Inc. | 14,132 | $0.88M | 0.4% | +11.1% | 0.021% | |
2/1/2021 | OLD Second National Bank of Aurora | 10,532 | $0.65M | 0.2% | -6.0% | 0.016% | |
1/30/2021 | Castle Rock Wealth Management LLC | 19,152 | $1.23M | 0.5% | +98.4% | 0.028% | |
1/30/2021 | Cornerstone Wealth Management LLC | 12,876 | $0.80M | 0.1% | -17.4% | 0.019% | |
1/29/2021 | Accuvest Global Advisors | 4,674 | $0.29M | 0.9% | +79.9% | 0.007% | |
1/29/2021 | Creative Planning | 6,958 | $0.43M | 0.0% | -10.2% | 0.010% | |
1/29/2021 | Soundwatch Capital LLC | 7,937 | $0.49M | 0.3% | -13.2% | 0.012% | |
1/29/2021 | Verde Capital Management | 288,532 | $17.89M | 8.9% | +4.5% | 0.429% | |
1/29/2021 | Tranquility Partners LLC | 47,450 | $2.94M | 2.1% | +4.2% | 0.071% | |
1/29/2021 | Asset Management Corp IL ADV | 22,665 | $1.45M | 0.8% | +2.1% | 0.034% | |
1/29/2021 | Planned Solutions Inc. | 302,431 | $18.75M | 15.0% | +2.4% | 0.450% | |
1/28/2021 | Madden Advisory Services Inc. | 3,612 | $0.22M | 0.2% | -8.1% | 0.005% | |
1/28/2021 | Cornerstone Wealth Group LLC | 311,319 | $19.30M | 4.7% | -22.8% | 0.464% | |