1/28/2021 | Bridgeworth LLC | 22,500 | $0.85M | 0.3% | -1.2% | 0.018% | |
1/28/2021 | Perigon Wealth Management LLC | 13,449 | $0.51M | 0.1% | +14.3% | 0.011% | |
1/28/2021 | IFG Advisors LLC | 27,423 | $1.04M | 0.6% | +6.0% | 0.022% | |
1/28/2021 | Madden Advisory Services Inc. | 34,403 | $1.31M | 1.1% | +5.0% | 0.028% | |
1/28/2021 | Courage Miller Partners LLC | 173,178 | $6.58M | 3.0% | +20.1% | 0.140% | |
1/27/2021 | Black Diamond Financial LLC | 20,207 | $0.77M | 0.4% | -5.0% | 0.016% | |
1/27/2021 | Cordant Inc. | 26,367 | $1M | 0.8% | +2.4% | 0.021% | |
1/27/2021 | Camelot Portfolios LLC | 8,023 | $0.31M | 0.2% | +3.7% | 0.006% | |
1/27/2021 | Bangor Savings Bank | 165,950 | $7.63M | 1.2% | -3.2% | 0.134% | |
1/26/2021 | Peak Financial Management Inc. | 10,961 | $0.42M | 0.2% | +3.2% | 0.009% | |
|
1/26/2021 | PFG Advisors | 9,314 | $0.35M | 0.1% | -5.6% | 0.008% | |
1/25/2021 | IFP Advisors Inc | 5,046 | $0.19M | 0.0% | +5.9% | 0.004% | |
1/25/2021 | Capital Investment Advisory Services LLC | 894 | $34K | 0.0% | -30.3% | 0.001% | |
1/25/2021 | Cambridge Advisors Inc. | 6,905 | $0.26M | 0.1% | -5.2% | 0.006% | |
1/25/2021 | Peterson Wealth Advisors LLC | 13,569 | $0.52M | 0.2% | +2.2% | 0.011% | |
1/25/2021 | Acorn Financial Advisory Services Inc. ADV | 9,240 | $0.35M | 0.1% | +5.1% | 0.007% | |
1/25/2021 | Taylor Cottrill Erickson & Associates Inc. | 69,212 | $2.63M | 0.4% | -2.0% | 0.056% | |
1/25/2021 | Lederer & Associates Investment Counsel CA | 10,037 | $0.38M | 0.3% | +33.1% | 0.008% | |
1/25/2021 | LifeSteps Financial Inc. | 12,665 | $0.48M | 0.4% | -8.3% | 0.010% | |
1/22/2021 | Platte River Wealth Advisors LLC | 24,053 | $0.92M | 0.4% | -4.4% | 0.019% | |
1/22/2021 | Relaxing Retirement Coach | 12,547 | $0.48M | 0.5% | -86.4% | 0.010% | |
1/22/2021 | Northwest Quadrant Wealth Management LLC | 245,729 | $9.23M | 3.1% | +2.9% | 0.199% | |
1/22/2021 | Avantax Advisory Services Inc. | 15,444 | $0.59M | 0.0% | +17.9% | 0.012% | |
1/22/2021 | Nwam LLC | 6,976 | $0.27M | 0.0% | N/A | 0.006% | |
1/21/2021 | Kohmann Bosshard Financial Services LLC | 40,093 | $1.51M | 0.5% | -75.6% | 0.032% | |
1/21/2021 | WBH Advisory Inc. | 22,989 | $0.88M | 0.2% | -5.6% | 0.019% | |
1/21/2021 | Atlanta Financial Associates LLC ADV | 13,398 | $0.51M | 0.2% | -5.4% | 0.011% | |
1/21/2021 | Interactive Financial Advisors | 76,338 | $2.90M | 1.3% | +6.2% | 0.062% | |
1/21/2021 | Altfest L J & Co. Inc. | 11,305 | $0.43M | 0.1% | -9.0% | 0.009% | |
1/21/2021 | Droms Strauss Advisors Inc. MO ADV | 15,558 | $0.59M | 0.3% | +87.6% | 0.013% | |
1/21/2021 | BCS Wealth Management | 25,240 | $0.96M | 0.5% | +9.0% | 0.020% | |
1/20/2021 | Kestra Advisory Services LLC | 31,160 | $1.17M | 0.0% | +22,981.5% | 0.025% | |
1/20/2021 | Liberty Capital Management Inc. | 12,362 | $0.47M | 0.2% | N/A | 0.010% | |
1/20/2021 | Gradient Capital Advisors LLC | 61,760 | $2.35M | 1.3% | +4.6% | 0.050% | |
1/20/2021 | Solitude Financial Services | 36,974 | $1.40M | 1.2% | N/A | 0.030% | |
1/19/2021 | Journey Advisory Group LLC | 16,263 | $0.62M | 0.2% | N/A | 0.013% | |
1/19/2021 | Stokes Capital Advisors LLC | 23,708 | $0.90M | 0.4% | -3.4% | 0.019% | |
1/19/2021 | Mission Wealth Management LP | 37,886 | $1.44M | 0.1% | -9.0% | 0.031% | |
1/19/2021 | Reitz Capital Advisors LLC | 19,163 | $0.73M | 0.6% | -34.5% | 0.016% | |
1/19/2021 | Appleton Partners Inc. MA | 62,159 | $2.36M | 0.2% | -1.2% | 0.050% | |
1/14/2021 | Charles Schwab Trust Co | 160,981 | $6.11M | 1.5% | +86.3% | 0.131% | |
1/14/2021 | Larson Financial Group LLC | 837 | $32K | 0.0% | -67.0% | 0.001% | |
1/13/2021 | Sowell Financial Services LLC | 6,748 | $0.26M | 0.0% | -45.8% | 0.005% | |
1/13/2021 | Mountain Capital Investment Advisors Inc | 19,006 | $0.72M | 0.2% | N/A | 0.015% | |
1/12/2021 | Pure Financial Advisors Inc. | 26,803 | $1.02M | 0.1% | -1.3% | 0.022% | |
1/12/2021 | CX Institutional | 8,852 | $0.34M | 0.0% | -8.5% | 0.007% | |
1/12/2021 | Mountain Capital Investment Advisors Inc | 19,006 | $0.72M | 0.3% | N/A | 0.015% | |
1/12/2021 | First Hawaiian Bank | 113,752 | $4.32M | 0.2% | +6.9% | 0.093% | |
1/12/2021 | APCM Wealth Management for Individuals | 7,916 | $0.30M | 0.1% | +12.0% | 0.006% | |
1/7/2021 | Marotta Asset Management | 51,076 | $1.94M | 0.5% | -29.2% | 0.042% | |
12/10/2020 | Mercer Global Advisors Inc. ADV | 91,372 | $3.23M | 0.0% | -38.3% | 0.075% | |
11/19/2020 | Kingsview Wealth Management LLC | 8,257 | $0.29M | 0.0% | +5.0% | 0.007% | |
11/17/2020 | Cahill Financial Advisors Inc. | 14,541 | $0.51M | 0.2% | -7.5% | 0.012% | |
11/17/2020 | Garde Capital Inc. | 9,767 | $0.35M | 0.1% | -91.1% | 0.008% | |
11/17/2020 | Captrust Financial Advisors | 37,721 | $1.36M | 0.0% | -25.4% | 0.031% | |
11/13/2020 | Lake Street Advisors Group LLC | 267,052 | $9.45M | 0.9% | +12.3% | 0.222% | |
11/13/2020 | Morgan Stanley | 35,138 | $1.24M | 0.0% | -4.3% | 0.029% | |
11/13/2020 | Truist Financial Corp | 37,972 | $1.34M | 0.0% | -7.5% | 0.032% | |
11/13/2020 | Change Path LLC | 137,947 | $4.88M | 0.7% | -23.0% | 0.115% | |
11/13/2020 | Baron Financial Group LLC | 11,760 | $0.42M | 0.4% | N/A | 0.010% | |
11/13/2020 | Charles Schwab Investment Management Inc. | 6,134,937 | $216.99M | 0.1% | +5.4% | 5.110% | |
11/12/2020 | DiMeo Schneider & Associates L.L.C. | 45,283 | $1.60M | 0.9% | -3.6% | 0.038% | |
11/12/2020 | Pinnacle Advisory Group Inc. | 59,832 | $2.12M | 0.1% | +30.8% | 0.050% | |
11/12/2020 | Cerity Partners LLC | 124,820 | $4.42M | 0.2% | +9.0% | 0.104% | |
11/12/2020 | SeaCrest Wealth Management LLC | 43,164 | $1.53M | 0.2% | +9.2% | 0.036% | |
11/11/2020 | Portland Global Advisors LLC | 7,539 | $0.27M | 0.1% | N/A | 0.006% | |
11/10/2020 | Betterment LLC | 37,166 | $1.32M | 0.0% | +3.1% | 0.031% | |
11/10/2020 | Arkadios Wealth Advisors | 1,807 | $65K | 0.0% | -58.1% | 0.002% | |
11/10/2020 | Walkner Condon Financial Advisors LLC | 15,232 | $0.54M | 0.3% | N/A | 0.013% | |
11/10/2020 | Robertson Stephens Wealth Management LLC | 28,103 | $0.99M | 0.2% | -72.2% | 0.023% | |
11/10/2020 | Texas Yale Capital Corp. | 15,562 | $0.55M | 0.0% | -8.7% | 0.013% | |
11/10/2020 | Fund Evaluation Group LLC | 199,552 | $7.06M | 0.9% | -8.6% | 0.166% | |
11/10/2020 | State Street Corp | 18,303 | $0.65M | 0.0% | +2.8% | 0.015% | |
11/9/2020 | Palisades Hudson Asset Management L.P. | 12,247 | $0.43M | 0.3% | +9.7% | 0.010% | |
11/9/2020 | Armor Investment Advisors LLC | 10,790 | $0.38M | 0.3% | +28.0% | 0.009% | |
11/9/2020 | Fifth Third Bancorp | 945 | $33K | 0.0% | -51.2% | 0.001% | |
11/9/2020 | Jackson Creek Investment Advisors LLC | 45,750 | $1.62M | 0.7% | N/A | 0.038% | |
11/9/2020 | National Asset Management Inc. | 6,969 | $0.25M | 0.0% | +7.3% | 0.006% | |
11/9/2020 | Hengehold Capital Management LLC | 5,763 | $0.20M | 0.0% | -11.7% | 0.005% | |
11/9/2020 | LPL Financial LLC | 159,926 | $5.66M | 0.0% | +61.6% | 0.133% | |
11/9/2020 | IFG Advisors LLC | 25,860 | $0.91M | 0.6% | +23.6% | 0.022% | |
11/9/2020 | Truepoint Inc. | 249,153 | $8.81M | 0.7% | -4.3% | 0.208% | |
11/9/2020 | Efficient Advisors LLC | 20,361 | $0.72M | 0.1% | -3.3% | 0.017% | |
11/6/2020 | Prime Capital Investment Advisors LLC | 2,354 | $83K | 0.0% | -24.6% | 0.002% | |
11/6/2020 | BlackRock Inc. | 5,846 | $0.21M | 0.0% | -7.4% | 0.005% | |
11/6/2020 | Chicago Partners Investment Group LLC | 39,336 | $1.41M | 0.2% | -3.6% | 0.033% | |
11/6/2020 | M&T Bank Corp | 1,094,479 | $38.71M | 0.2% | +14.2% | 0.912% | |
11/6/2020 | Trexquant Investment LP | 9,135 | $0.32M | 0.0% | -81.1% | 0.008% | |
11/6/2020 | Blair William & Co. IL | 2,537 | $90K | 0.0% | +141.6% | 0.002% | |
11/6/2020 | AdvisorNet Financial Inc | 16,700 | $0.59M | 0.1% | -5.7% | 0.014% | |
11/5/2020 | Creative Planning | 14,631,029 | $517.50M | 1.4% | -1.2% | 12.187% | |
11/5/2020 | Catalyst Capital Advisors LLC | 345,730 | $12.23M | 0.7% | -6.1% | 0.288% | |
11/5/2020 | Commonwealth Equity Services LLC | 32,256 | $1.14M | 0.0% | -7.5% | 0.027% | |
11/5/2020 | Wells Fargo & Company MN | 312,508 | $11.05M | 0.0% | -3.0% | 0.261% | |
11/5/2020 | Roundview Capital LLC | 22,348 | $0.79M | 0.1% | -16.9% | 0.019% | |
11/4/2020 | Platte River Wealth Advisors LLC | 25,169 | $0.89M | 0.5% | -9.6% | 0.021% | |
11/4/2020 | Friedenthal Financial | 25,841 | $0.91M | 0.7% | -18.4% | 0.022% | |
11/4/2020 | Tortoise Investment Management LLC | 4,105 | $0.15M | 0.0% | +13.9% | 0.003% | |
11/4/2020 | Capital Insight Partners LLC | 171,037 | $6.05M | 1.7% | -10.2% | 0.143% | |
11/4/2020 | Raymond James Financial Services Advisors Inc. | 170,852 | $6.04M | 0.0% | -1.0% | 0.143% | |