4/13/2021 | Everhart Financial Group Inc. | 35,049 | $3.49M | 3.1% | -8.8% | 0.023% | |
4/13/2021 | Walkner Condon Financial Advisors LLC | 9,993 | $1M | 0.4% | +2.7% | 0.007% | |
4/12/2021 | Astoria Strategic Wealth Inc. | 8,338 | $0.83M | 0.4% | -6.6% | 0.005% | |
4/12/2021 | Livingston Group Asset Management CO operating as Southport Capital Management | 27,146 | $2.71M | 0.7% | +1,060.6% | 0.018% | |
4/12/2021 | Domani Wealth LLC | 28,498 | $2.84M | 0.5% | -1.5% | 0.019% | |
4/12/2021 | Kwmg LLC | 2,170 | $0.22M | 0.0% | N/A | 0.001% | |
4/12/2021 | Carlson Capital Management | 4,493 | $0.45M | 0.1% | -3.1% | 0.003% | |
4/12/2021 | Carnegie Capital Asset Management LLC | 5,434 | $0.54M | 0.0% | +3.8% | 0.004% | |
4/12/2021 | Teamwork Financial Advisors LLC | 6,754 | $0.67M | 0.2% | -34.8% | 0.004% | |
4/12/2021 | Triangle Securities Wealth Management | 21,541 | $2.15M | 0.8% | -0.7% | 0.014% | |
|
4/12/2021 | Investment Security Group Inc. Co. ADV | 22,891 | $2.28M | 1.1% | -4.6% | 0.015% | |
4/9/2021 | Oldfather Financial Services LLC | 7,169 | $0.72M | 0.4% | +48.3% | 0.005% | |
4/9/2021 | EWG Elevate Inc. | 40,225 | $4.01M | 1.8% | +1.3% | 0.026% | |
4/9/2021 | Fulton Breakefield Broenniman LLC | 15,666 | $1.56M | 0.1% | +30.8% | 0.010% | |
4/9/2021 | Foundations Investment Advisors LLC | 22,973 | $2.30M | 0.1% | N/A | 0.015% | |
4/9/2021 | Evensky & Katz LLC | 7,885 | $0.79M | 0.1% | -17.0% | 0.005% | |
4/9/2021 | Carolina Wealth Advisors LLC | 52,367 | $5.22M | 3.8% | -4.2% | 0.034% | |
4/9/2021 | First Hawaiian Bank | 50,283 | $5.01M | 0.2% | -4.8% | 0.033% | |
4/9/2021 | Financial Services Advisory Inc | 30,017 | $2.99M | 1.4% | -57.1% | 0.020% | |
4/8/2021 | NBT Bank N A NY | 16,735 | $1.67M | 0.2% | -10.6% | 0.011% | |
4/8/2021 | John W. Brooker & Co. CPAs | 34,117 | $3.40M | 2.1% | -16.5% | 0.022% | |
4/8/2021 | Murphy Middleton Hinkle & Parker Inc. | 7,501 | $0.75M | 0.4% | +43.9% | 0.005% | |
4/6/2021 | UMA Financial Services Inc. | 39,780 | $4.04M | 1.3% | +5.1% | 0.026% | |
4/6/2021 | Smithbridge Asset Management Inc. DE | 25,533 | $2.55M | 1.1% | +13.3% | 0.017% | |
4/5/2021 | Modus Advisors LLC | 3,648 | $0.36M | 0.2% | +19.9% | 0.002% | |
4/5/2021 | Curbstone Financial Management Corp | 95,118 | $9.48M | 1.9% | +2.1% | 0.062% | |
4/5/2021 | First National Bank of Mount Dora Trust Investment Services | 3,800 | $0.38M | 0.1% | +26.7% | 0.002% | |
3/31/2021 | SWS Partners | 3,300 | $0.29M | 0.1% | -25.2% | 0.002% | |
3/30/2021 | Koshinski Asset Management Inc. | 41,753 | $3.72M | 0.3% | N/A | 0.027% | |
3/26/2021 | Everhart Financial Group Inc. | 38,437 | $3.42M | 3.2% | N/A | 0.025% | |
3/19/2021 | Curi Capital | 44,203 | $3.93M | 2.8% | N/A | 0.029% | |
3/11/2021 | Robbins Farley LLC | 1,768 | $0.16M | 0.2% | N/A | 0.001% | |
3/5/2021 | Paces Ferry Wealth Advisors LLC | 31,081 | $2.77M | 2.5% | -0.5% | 0.020% | |
3/5/2021 | Pacific Edge Advisors LLC | 126,445 | $11.25M | 5.9% | -3.5% | 0.083% | |
3/4/2021 | Rockbridge Investment Management LCC | 14,779 | $1.32M | 0.3% | +12.3% | 0.010% | |
3/4/2021 | FCA Corp TX | 20,045 | $1.78M | 0.6% | -1.9% | 0.013% | |
3/4/2021 | Eaton Vance Management | 3,070 | $0.27M | 0.0% | N/A | 0.002% | |
3/4/2021 | Robbins Farley LLC | 1,768 | $0.16M | 0.2% | N/A | 0.001% | |
3/3/2021 | Laurel Wealth Advisors Inc. | 19,184 | $1.71M | 0.3% | -3.0% | 0.013% | |
3/2/2021 | FormulaFolio Investments LLC | 17,403 | $1.55M | 0.0% | -14.8% | 0.011% | |
3/1/2021 | Phocas Financial Corp. | 8,427 | $0.75M | 0.1% | -12.5% | 0.006% | |
3/1/2021 | Main Street Financial Solutions LLC | 56,735 | $5.05M | 1.0% | N/A | 0.037% | |
2/26/2021 | Garde Capital Inc. | 78,849 | $7.02M | 0.9% | -0.6% | 0.052% | |
2/25/2021 | Patton Albertson Miller Group LLC | 14,449 | $1.47M | 0.3% | -3.6% | 0.009% | |
2/25/2021 | Front Row Advisors LLC | 3,924 | $0.35M | 0.2% | -3.9% | 0.003% | |
2/24/2021 | Fort Pitt Capital Group LLC | 3,008 | $0.27M | 0.0% | N/A | 0.002% | |
2/22/2021 | Retirement Group LLC | 2,122 | $0.16M | 0.1% | N/A | 0.001% | |
2/22/2021 | Kozak & Associates Inc. | 2,076 | $0.21M | 0.2% | N/A | 0.001% | |
2/19/2021 | UMA Financial Services Inc. | 37,848 | $3.75M | 1.3% | +445.6% | 0.025% | |
2/19/2021 | Berman Capital Advisors LLC | 493 | $43K | 0.0% | -24.2% | 0.000% | |
2/19/2021 | Albion Financial Group UT | 309 | $28K | 0.0% | N/A | 0.000% | |
2/18/2021 | EP Wealth Advisors LLC | 14,135 | $1.26M | 0.0% | +41.5% | 0.009% | |
2/18/2021 | Outfitter Financial LLC | 26,605 | $2.37M | 2.3% | N/A | 0.017% | |
2/18/2021 | Truist Financial Corp | 108,885 | $9.69M | 0.0% | -0.5% | 0.071% | |
2/17/2021 | Jacobsen Capital Management | 2,840 | $0.25M | 0.1% | -5.2% | 0.002% | |
2/17/2021 | Salem Investment Counselors Inc. | 79,407 | $7.07M | 0.5% | +1.7% | 0.052% | |
2/17/2021 | Financial Architects Inc | 7,435 | $0.66M | 0.1% | -1.8% | 0.005% | |
2/17/2021 | Ascension Capital Advisors Inc. | 107,425 | $9.56M | 6.7% | +4.3% | 0.071% | |
2/17/2021 | Hoese & Co LLP | 1,000 | $89K | 0.1% | N/A | 0.001% | |
2/17/2021 | United Capital Financial Advisers LLC | 469,792 | $41.81M | 0.3% | -0.8% | 0.308% | |
2/17/2021 | Freedman Financial Associates Inc. | 778 | $69K | 0.1% | N/A | 0.001% | |
2/17/2021 | Cahill Financial Advisors Inc. | 64,298 | $5.72M | 1.4% | +149.3% | 0.042% | |
2/17/2021 | Cetera Investment Advisers | 48,667 | $4.33M | 0.1% | +667.4% | 0.032% | |
2/17/2021 | Cetera Advisors LLC | 3,446 | $0.31M | 0.0% | N/A | 0.002% | |
2/17/2021 | Cetera Advisor Networks LLC | 24,380 | $2.17M | 0.1% | +17.1% | 0.016% | |
2/17/2021 | Capital Advantage Inc. | 6,426 | $0.57M | 0.2% | -2.8% | 0.004% | |
2/16/2021 | Strategic Family Wealth Counselors L.L.C. | 62,833 | $5.59M | 2.9% | +6.2% | 0.041% | |
2/16/2021 | AJ Wealth Strategies LLC | 546,420 | $48.63M | 4.2% | +6.6% | 0.359% | |
2/16/2021 | Glenmede Trust Co. NA | 494 | $43K | 0.0% | +154.6% | 0.000% | |
2/16/2021 | Morgan Stanley | 324,365 | $28.87M | 0.0% | +9.8% | 0.213% | |
2/16/2021 | Mariner LLC | 543,957 | $48.42M | 0.4% | +2.1% | 0.357% | |
2/16/2021 | Ameritas Investment Company LLC | 3,107 | $0.28M | 0.1% | N/A | 0.002% | |
2/16/2021 | Corepath Wealth Partners LLC | 27,742 | $2.47M | 1.9% | N/A | 0.018% | |
2/16/2021 | Toroso Investments LLC | 844,918 | $75.20M | 5.2% | N/A | 0.555% | |
2/16/2021 | Captrust Financial Advisors | 91,384 | $8.15M | 0.1% | +4.3% | 0.060% | |
2/16/2021 | Vivaldi Capital Management LLC | 17,102 | $1.52M | 0.3% | +2.0% | 0.011% | |
2/16/2021 | Colony Group LLC | 14,153 | $1.26M | 0.0% | +5.3% | 0.009% | |
2/16/2021 | Edge Capital Group LLC | 2,482 | $0.22M | 0.0% | N/A | 0.002% | |
2/16/2021 | Capstone Financial Advisors Inc. | 2,445 | $0.22M | 0.0% | N/A | 0.002% | |
2/16/2021 | Phillips Financial Management LLC | 14,251 | $1.27M | 0.2% | -1.3% | 0.009% | |
2/16/2021 | Southern Wealth Management LLP | 55,328 | $4.92M | 1.9% | +1.1% | 0.036% | |
2/16/2021 | Laidlaw Wealth Management LLC | 13,601 | $1.21M | 0.3% | N/A | 0.009% | |
2/16/2021 | Kathmere Capital Management LLC | 2,827 | $0.25M | 0.1% | -17.8% | 0.002% | |
2/16/2021 | Evermay Wealth Management LLC | 11,547 | $1.03M | 0.2% | -3.2% | 0.008% | |
2/16/2021 | Baldwin Investment Management LLC | 2,432 | $0.22M | 0.0% | N/A | 0.002% | |
2/16/2021 | Charles Schwab Investment Management Inc. | 2,811,330 | $250.21M | 0.1% | -5.6% | 1.845% | |
2/16/2021 | Providence Wealth Advisors LLC | 34,833 | $3.11M | 2.6% | +0.9% | 0.023% | |
2/13/2021 | Tompkins Financial Corp | 14,943 | $0.77M | 0.1% | N/A | 0.010% | |
2/13/2021 | Reby Advisors LLC | 164,588 | $14.65M | 3.8% | N/A | 0.108% | |
2/13/2021 | Wealthsource Partners LLC | 3,808 | $0.34M | 0.0% | -49.6% | 0.002% | |
2/13/2021 | Portfolio Solutions LLC | 74,342 | $6.62M | 0.9% | -7.1% | 0.049% | |
2/12/2021 | Stifel Financial Corp | 46,285 | $4.12M | 0.0% | +32.4% | 0.030% | |
2/12/2021 | F3Logic LLC | 3,675 | $0.33M | 0.0% | -3.2% | 0.002% | |
2/12/2021 | Beacon Pointe Advisors LLC | 51,359 | $4.57M | 0.3% | -6.3% | 0.034% | |
2/12/2021 | Sequoia Financial Advisors LLC | 181,964 | $16.20M | 0.7% | -2.1% | 0.119% | |
2/12/2021 | Inspire Advisors LLC | 393 | $35K | 0.0% | N/A | 0.000% | |
2/12/2021 | Towercrest Capital Management | 96,898 | $8.62M | 1.9% | +2.7% | 0.063% | |
2/12/2021 | Raymond James Financial Services Advisors Inc. | 114,114 | $10.16M | 0.0% | -48.3% | 0.075% | |
2/12/2021 | Financial Advocates Investment Management | 9,794 | $0.79M | 0.1% | +20.5% | 0.006% | |
2/12/2021 | LPL Financial LLC | 389,044 | $34.63M | 0.0% | -0.4% | 0.255% | |