4/13/2021 | BFT Financial Group LLC | 2,949 | $0.28M | 0.1% | +14.3% | 0.001% | |
4/13/2021 | West Oak Capital LLC | 55,801 | $5.36M | 2.3% | -1.2% | 0.019% | |
4/13/2021 | Everhart Financial Group Inc. | 10,836 | $1.04M | 0.9% | -1.5% | 0.004% | |
4/13/2021 | Walkner Condon Financial Advisors LLC | 12,866 | $1.24M | 0.5% | -4.9% | 0.004% | |
4/12/2021 | Vanguard Capital Wealth Advisors | 4,838 | $0.48M | 0.4% | -18.4% | 0.002% | |
4/12/2021 | Jackson Wealth Management LLC | 100,360 | $9.64M | 1.4% | +0.8% | 0.035% | |
4/12/2021 | Livingston Group Asset Management CO operating as Southport Capital Management | 15,849 | $1.52M | 0.4% | +20.5% | 0.005% | |
4/12/2021 | Calamos Advisors LLC | 11,966 | $1.15M | 0.0% | +5.7% | 0.004% | |
4/12/2021 | Carlson Capital Management | 34,454 | $3.31M | 0.6% | -5.2% | 0.012% | |
4/12/2021 | Carnegie Capital Asset Management LLC | 17,468 | $1.67M | 0.1% | +4.9% | 0.006% | |
|
4/12/2021 | Valeo Financial Advisors LLC | 26,890 | $2.58M | 0.1% | +0.8% | 0.009% | |
4/12/2021 | Triangle Securities Wealth Management | 57,901 | $5.56M | 2.0% | +0.4% | 0.020% | |
4/12/2021 | Investment Security Group Inc. Co. ADV | 976,018 | $93.73M | 46.2% | -1.4% | 0.337% | |
4/9/2021 | Oldfather Financial Services LLC | 11,792 | $1.17M | 0.7% | +77.4% | 0.004% | |
4/9/2021 | Evensky & Katz LLC | 6,910 | $0.66M | 0.1% | -1.7% | 0.002% | |
4/9/2021 | Carolina Wealth Advisors LLC | 49,655 | $4.77M | 3.5% | -3.2% | 0.017% | |
4/9/2021 | Legacy Private Trust Co. | 53,485 | $5.14M | 0.5% | +0.5% | 0.019% | |
4/9/2021 | First Hawaiian Bank | 35,000 | $3.36M | 0.1% | +19.9% | 0.012% | |
4/8/2021 | BTR Capital Management Inc. | 5,013 | $0.48M | 0.1% | -29.7% | 0.002% | |
4/8/2021 | John W. Brooker & Co. CPAs | 11,481 | $1.10M | 0.7% | +1.9% | 0.004% | |
4/8/2021 | Financial Advisory Corp UT ADV | 32,300 | $3.10M | 2.7% | -8.9% | 0.011% | |
4/8/2021 | Newman & Schimel LLC | 14,256 | $1.37M | 0.9% | +141.1% | 0.005% | |
4/7/2021 | Spotlight Asset Group Inc. | 3,347 | $0.32M | 0.1% | -10.6% | 0.001% | |
4/6/2021 | UMA Financial Services Inc. | 12,331 | $1.22M | 0.4% | -25.1% | 0.004% | |
4/6/2021 | Carroll Financial Associates Inc. | 61,572 | $5.91M | 0.4% | +1.3% | 0.021% | |
4/5/2021 | Modus Advisors LLC | 13,337 | $1.28M | 0.6% | +6.2% | 0.005% | |
4/5/2021 | Curbstone Financial Management Corp | 36,900 | $3.54M | 0.7% | +3.7% | 0.013% | |
4/5/2021 | DeGreen Capital Management LLC | 54,499 | $3.34M | 2.0% | -3.4% | 0.019% | |
3/31/2021 | SWS Partners | 120,258 | $10.94M | 4.9% | -3.8% | 0.042% | |
3/30/2021 | Koshinski Asset Management Inc. | 2,462 | $0.22M | 0.0% | -78.6% | 0.001% | |
3/26/2021 | Everhart Financial Group Inc. | 10,999 | $1M | 0.9% | N/A | 0.004% | |
3/19/2021 | Curi Capital | 271,842 | $24.72M | 17.9% | N/A | 0.095% | |
3/16/2021 | Carret Asset Management LLC | 7,447 | $0.68M | 0.1% | -1.5% | 0.003% | |
3/11/2021 | Robbins Farley LLC | 1,480 | $0.14M | 0.1% | N/A | 0.001% | |
3/5/2021 | Paces Ferry Wealth Advisors LLC | 14,640 | $1.33M | 1.2% | +6.2% | 0.005% | |
3/5/2021 | Pacific Edge Advisors LLC | 709,182 | $64.50M | 33.6% | -2.1% | 0.248% | |
3/4/2021 | Rockbridge Investment Management LCC | 23,668 | $2.15M | 0.4% | +1.0% | 0.008% | |
3/4/2021 | Mainstay Capital Management LLC ADV | 26,910 | $2.45M | 0.7% | -1.8% | 0.009% | |
3/4/2021 | Robbins Farley LLC | 1,480 | $0.14M | 0.1% | N/A | 0.001% | |
3/3/2021 | Laurel Wealth Advisors Inc. | 12,167 | $1.11M | 0.2% | +12.3% | 0.004% | |
3/2/2021 | SkyView Investment Advisors LLC | 4,241 | $0.39M | 0.2% | N/A | 0.001% | |
3/2/2021 | FormulaFolio Investments LLC | 27,580 | $2.51M | 0.1% | -5.3% | 0.010% | |
3/2/2021 | Grant Street Asset Management Inc. | 176,521 | $16.06M | 8.6% | +1.4% | 0.062% | |
3/2/2021 | Capital Asset Advisory Services LLC | 625 | $57K | 0.0% | +92.9% | 0.000% | |
3/1/2021 | Phocas Financial Corp. | 84,000 | $7.64M | 1.2% | -2.6% | 0.029% | |
3/1/2021 | Main Street Financial Solutions LLC | 85,412 | $7.77M | 1.6% | N/A | 0.030% | |
2/26/2021 | Garde Capital Inc. | 34,854 | $3.17M | 0.4% | -3.2% | 0.012% | |
2/25/2021 | Front Row Advisors LLC | 21,941 | $2M | 1.0% | -13.5% | 0.008% | |
2/24/2021 | Sensible Financial Planning & Management LLC. | 123,810 | $11.26M | 4.2% | -10.4% | 0.043% | |
2/24/2021 | Fort Pitt Capital Group LLC | 14,427 | $1.31M | 0.1% | +59.9% | 0.005% | |
2/23/2021 | Fort Pitt Capital Group LLC | 14 | $1.31M | 0.1% | -99.8% | 0.000% | |
2/22/2021 | Retirement Group LLC | 1,360 | $0.12M | 0.1% | N/A | 0.000% | |
2/19/2021 | UMA Financial Services Inc. | 16,467 | $1.57M | 0.5% | -2.7% | 0.006% | |
2/19/2021 | Rehmann Capital Advisory Group | 5,508 | $0.50M | 0.1% | -6.9% | 0.002% | |
2/19/2021 | KCM Investment Advisors LLC | 11,606 | $1.06M | 0.1% | -2.2% | 0.004% | |
2/18/2021 | EP Wealth Advisors LLC | 18,106 | $1.65M | 0.1% | +5.4% | 0.006% | |
2/18/2021 | Outfitter Financial LLC | 4,040 | $0.37M | 0.4% | N/A | 0.001% | |
2/18/2021 | Truist Financial Corp | 404,283 | $36.77M | 0.1% | -17.3% | 0.142% | |
2/17/2021 | Taddei Ludwig & Associates Inc. | 4,600 | $0.42M | 0.2% | N/A | 0.002% | |
2/17/2021 | Salem Investment Counselors Inc. | 100,798 | $9.17M | 0.6% | +2.5% | 0.035% | |
2/17/2021 | Van Cleef Asset Management Inc | 37,810 | $3.44M | 0.6% | -2.4% | 0.013% | |
2/17/2021 | Ascension Capital Advisors Inc. | 138,708 | $12.62M | 8.8% | +4.7% | 0.049% | |
2/17/2021 | IHT Wealth Management LLC | 6,956 | $0.63M | 0.1% | +71.5% | 0.002% | |
2/17/2021 | United Capital Financial Advisers LLC | 802,909 | $73.03M | 0.4% | -5.1% | 0.282% | |
2/17/2021 | Jane Street Group LLC | 5,496 | $0.50M | 0.0% | -94.9% | 0.002% | |
2/17/2021 | Freedman Financial Associates Inc. | 1,481 | $0.14M | 0.1% | N/A | 0.001% | |
2/17/2021 | Baker Avenue Asset Management LP | 119,223 | $10.84M | 0.7% | +15.5% | 0.042% | |
2/17/2021 | Cahill Financial Advisors Inc. | 193,723 | $17.62M | 4.4% | +422.9% | 0.068% | |
2/17/2021 | Advisor Partners LLC | 19,172 | $1.75M | 0.1% | N/A | 0.007% | |
2/17/2021 | Prestige Wealth Management Group LLC | 7,772 | $0.71M | 0.2% | -74.0% | 0.003% | |
2/17/2021 | Cetera Investment Advisers | 33,349 | $3.03M | 0.1% | N/A | 0.012% | |
2/17/2021 | Cetera Advisors LLC | 5,387 | $0.49M | 0.0% | -38.0% | 0.002% | |
2/17/2021 | Cetera Advisor Networks LLC | 27,821 | $2.53M | 0.1% | +22.0% | 0.010% | |
2/16/2021 | Zacks Investment Management | 13,382 | $1.22M | 0.0% | +130.0% | 0.005% | |
2/16/2021 | AJ Wealth Strategies LLC | 1,653,776 | $150.41M | 13.1% | +4.2% | 0.582% | |
2/16/2021 | Glenmede Trust Co. NA | 850 | $77K | 0.0% | -22.7% | 0.000% | |
2/16/2021 | Morgan Stanley | 362,993 | $33.01M | 0.0% | +10.7% | 0.128% | |
2/16/2021 | Mariner LLC | 1,936,313 | $176.11M | 1.4% | +2.2% | 0.681% | |
2/16/2021 | Ameritas Investment Company LLC | 4,112 | $0.37M | 0.1% | N/A | 0.001% | |
2/16/2021 | Cozad Asset Management Inc. | 10,770 | $0.98M | 0.2% | +4.3% | 0.004% | |
2/16/2021 | ADE LLC | 1,117 | $0.10M | 0.1% | N/A | 0.000% | |
2/16/2021 | Corepath Wealth Partners LLC | 107,300 | $9.76M | 7.4% | N/A | 0.038% | |
2/16/2021 | Mission Creek Capital Partners Inc. | 5,626 | $0.51M | 0.2% | +27.5% | 0.002% | |
2/16/2021 | Pacific Capital Wealth Advisors Inc. | 126,638 | $11.52M | 6.5% | +0.9% | 0.045% | |
2/16/2021 | CBIZ Investment Advisory Services LLC | 415 | $55K | 0.0% | -69.0% | 0.000% | |
2/16/2021 | Captrust Financial Advisors | 164,870 | $15M | 0.2% | -2.6% | 0.058% | |
2/16/2021 | Vivaldi Capital Management LLC | 39,699 | $3.61M | 0.8% | +5.1% | 0.014% | |
2/16/2021 | Colony Group LLC | 287,024 | $26.11M | 0.6% | -0.9% | 0.101% | |
2/16/2021 | Edge Capital Group LLC | 44,042 | $4.01M | 0.3% | -0.7% | 0.015% | |
2/16/2021 | Marietta Investment Partners LLC | 5,038 | $0.46M | 0.1% | +8.0% | 0.002% | |
2/16/2021 | Phillips Financial Management LLC | 22,871 | $2.08M | 0.3% | +6.6% | 0.008% | |
2/16/2021 | Laidlaw Wealth Management LLC | 42,706 | $3.88M | 0.8% | +140.5% | 0.015% | |
2/16/2021 | Kingsview Wealth Management LLC | 15,260 | $1.39M | 0.1% | +1.2% | 0.005% | |
2/16/2021 | Jefferies Group LLC | 8,730 | $0.79M | 0.0% | +247.8% | 0.003% | |
2/16/2021 | Evermay Wealth Management LLC | 1,055,994 | $96.04M | 21.2% | -1.8% | 0.372% | |
2/16/2021 | WealthShield Partners LLC | 7,536 | $0.69M | 0.1% | +31,300.0% | 0.003% | |
2/16/2021 | Tiemann Investment Advisors LLC | 2,335 | $0.21M | 0.1% | N/A | 0.001% | |
2/16/2021 | First Foundation Advisors | 4,873 | $0.44M | 0.0% | +12.6% | 0.002% | |
2/16/2021 | Charles Schwab Investment Management Inc. | 15,147,266 | $1.38B | 0.5% | +8.3% | 5.329% | |
2/13/2021 | Tompkins Financial Corp | 12,394 | $0.76M | 0.1% | N/A | 0.004% | |