4/19/2021 | Bartlett & Co. LLC | 227,306 | $10.41M | 0.2% | +21.3% | 0.218% | |
4/19/2021 | Creative Financial Designs Inc. ADV | 27,236 | $1.25M | 0.2% | -17.9% | 0.026% | |
4/15/2021 | Crescent Capital Consulting LLC | 4,400 | $0.20M | 0.0% | N/A | 0.004% | |
4/15/2021 | City Holding Co. | 5,875 | $0.27M | 0.1% | +9,531.1% | 0.006% | |
4/14/2021 | AdvisorNet Financial Inc | 3,534 | $0.16M | 0.0% | -85.9% | 0.003% | |
4/14/2021 | FDx Advisors Inc. | 14,496 | $0.66M | 0.0% | -20.3% | 0.014% | |
4/6/2021 | Chesley Taft & Associates LLC | 31,355 | $1.43M | 0.1% | -14.6% | 0.031% | |
4/6/2021 | Lowe Wealth Advisors LLC | 1,400 | $64K | 0.0% | -22.2% | 0.001% | |
3/19/2021 | Curi Capital | 52,968 | $2.41M | 1.7% | N/A | 0.053% | |
2/19/2021 | JPMorgan Chase & Co. | 263,056 | $11.95M | 0.0% | +3.4% | 0.257% | |
|
2/17/2021 | United Capital Financial Advisers LLC | 43,438 | $1.97M | 0.0% | -25.6% | 0.043% | |
2/16/2021 | Captrust Financial Advisors | 87,941 | $4M | 0.1% | +61.4% | 0.086% | |
2/16/2021 | BCJ Capital Management LLC | 36,897 | $1.68M | 0.2% | +11.7% | 0.036% | |
2/13/2021 | Ancora Advisors LLC | 4,595 | $0.21M | 0.0% | +15.5% | 0.004% | |
2/12/2021 | Cadent Capital Advisors LLC | 25,330 | $1.15M | 0.6% | N/A | 0.025% | |
2/12/2021 | Motley Fool Wealth Management LLC | 498,643 | $22.66M | 1.0% | N/A | 0.488% | |
2/11/2021 | Lazard Asset Management LLC | 2,503 | $0.11M | 0.0% | N/A | 0.002% | |
2/11/2021 | Baird Financial Group Inc. | 39,806 | $1.81M | 0.0% | +20.5% | 0.039% | |
2/11/2021 | First Mercantile Trust Co. | 52,143 | $2.37M | 0.3% | -13.0% | 0.051% | |
2/11/2021 | Steward Partners Investment Advisory LLC | 52,625 | $2.39M | 0.1% | +10.3% | 0.051% | |
2/11/2021 | First Horizon Advisors Inc. | 5,758 | $0.26M | 0.0% | +51.6% | 0.006% | |
2/10/2021 | Boston Private Wealth LLC | 45,673 | $2.08M | 0.0% | +40.3% | 0.045% | |
2/10/2021 | Assetmark Inc. | 4,319,031 | $196.26M | 1.1% | +12.2% | 4.226% | |
2/10/2021 | CKW Financial Group | 11,211 | $0.51M | 0.1% | -20.3% | 0.011% | |
2/10/2021 | Robertson Stephens Wealth Management LLC | 12,688 | $0.58M | 0.1% | -18.2% | 0.012% | |
2/9/2021 | Liberty Wealth Management LLC | 5,382 | $0.24M | 0.1% | -89.2% | 0.005% | |
2/9/2021 | Bank of New York Mellon Corp | 843,181 | $38.31M | 0.0% | +32.2% | 0.825% | |
2/9/2021 | State of Tennessee Treasury Department | 924,000 | $41.99M | 0.2% | +11.4% | 0.904% | |
2/9/2021 | Bay Harbor Wealth Management LLC | 50,120 | $2.28M | 1.0% | +22.8% | 0.049% | |
2/8/2021 | FDx Advisors Inc. | 18,190 | $0.83M | 0.0% | -68.6% | 0.018% | |
2/5/2021 | Adell Harriman & Carpenter Inc. | 189,025 | $8.59M | 1.1% | +3.6% | 0.185% | |
2/5/2021 | Sumitomo Mitsui Trust Holdings Inc. | 198,042 | $9M | 0.0% | +18.2% | 0.194% | |
2/5/2021 | US Bancorp DE | 2,022 | $92K | 0.0% | -51.8% | 0.002% | |
2/5/2021 | Outlook Wealth Advisors LLC | 14,255 | $0.65M | 0.2% | +19.1% | 0.014% | |
2/4/2021 | AdvisorNet Financial Inc | 25,002 | $1.14M | 0.1% | -28.0% | 0.024% | |
2/4/2021 | Cambridge Investment Research Advisors Inc. | 143,916 | $6.54M | 0.0% | +18.6% | 0.141% | |
2/3/2021 | Rosenberg Matthew Hamilton | 9,830 | $0.45M | 0.3% | +64.9% | 0.010% | |
2/2/2021 | Savior LLC | 1,357 | $62K | 0.0% | N/A | 0.001% | |
2/2/2021 | Parallel Advisors LLC | 2,380 | $0.11M | 0.0% | -47.1% | 0.002% | |
2/1/2021 | Baltimore Washington Financial Advisors Inc. | 4,674 | $0.21M | 0.0% | N/A | 0.004% | |
2/1/2021 | Vicus Capital | 22,355 | $1.02M | 0.1% | -2.3% | 0.021% | |
2/1/2021 | Novare Capital Management LLC | 14,116 | $0.64M | 0.1% | +13.0% | 0.013% | |
1/29/2021 | Bellwether Advisors LLC | 13,427 | $0.61M | 0.3% | N/A | 0.013% | |
1/29/2021 | Whittier Trust Co. | 158,825 | $7.22M | 0.2% | -0.5% | 0.151% | |
1/29/2021 | Fisher Asset Management LLC | 11,096 | $0.50M | 0.0% | +33.3% | 0.010% | |
1/28/2021 | Legacy Financial Group LLC | 247,877 | $11.26M | 4.3% | N/A | 0.229% | |
1/28/2021 | Comerica Bank | 4,604 | $0.21M | 0.0% | N/A | 0.004% | |
1/28/2021 | Montecito Bank & Trust | 47,354 | $2.15M | 0.5% | +258.9% | 0.043% | |
1/28/2021 | Coastal Capital Group Inc. | 12,392 | $0.56M | 0.2% | +4.8% | 0.011% | |
1/28/2021 | LeJeune Puetz Investment Counsel LLC | 26,565 | $1.21M | 0.5% | +7.7% | 0.024% | |
1/27/2021 | AlphaStar Capital Management LLC | 26,454 | $1.20M | 0.2% | -23.5% | 0.024% | |
1/27/2021 | Dearborn Partners LLC | 4,874 | $0.22M | 0.0% | -29.4% | 0.004% | |
1/26/2021 | Strategic Blueprint LLC | 21,858 | $0.99M | 0.2% | +126.8% | 0.020% | |
1/26/2021 | SignalPoint Asset Management LLC | 8,702 | $0.40M | 0.1% | +2.9% | 0.008% | |
1/26/2021 | Private Capital Group LLC | 19,649 | $0.89M | 0.2% | +15.6% | 0.018% | |
1/25/2021 | IFP Advisors Inc | 47,393 | $2.15M | 0.1% | +65.2% | 0.043% | |
1/25/2021 | AdvisorShares Investments LLC | 11,322 | $0.51M | 0.1% | -25.0% | 0.010% | |
1/25/2021 | Sage Advisory Services Ltd.Co. | 249,967 | $11.36M | 3.0% | +11.6% | 0.228% | |
1/25/2021 | Janney Montgomery Scott LLC | 1,183,304 | $53.77M | 0.3% | +12.0% | 1.082% | |
1/21/2021 | Clearview Wealth Advisors LLC | 86,525 | $3.93M | 2.6% | N/A | 0.078% | |
1/21/2021 | Ballast Inc. | 74,779 | $3.40M | 1.7% | +6.0% | 0.067% | |
1/20/2021 | Boyd Watterson Asset Management LLC OH | 23,047 | $1.05M | 0.5% | +17.7% | 0.020% | |
1/20/2021 | Bartlett & Co. LLC | 187,377 | $8.51M | 0.2% | N/A | 0.162% | |
1/19/2021 | Archford Capital Strategies LLC | 43,837 | $2M | 0.5% | +0.7% | 0.035% | |
1/19/2021 | Procyon Private Wealth Partners LLC | 10,059 | $0.46M | 0.2% | N/A | 0.008% | |
1/15/2021 | Baystate Wealth Management LLC | 1,587 | $72K | 0.0% | +11,235.7% | 0.001% | |
1/15/2021 | Guidance Point Advisors LLC | 6,488 | $0.29M | 0.1% | N/A | 0.005% | |
1/15/2021 | Patriot Financial Group Insurance Agency LLC | 21,072 | $0.96M | 0.2% | -3.0% | 0.016% | |
1/13/2021 | Sowell Financial Services LLC | 34,705 | $1.58M | 0.1% | +14.9% | 0.027% | |
1/11/2021 | TRUE Private Wealth Advisors | 16,354 | $0.74M | 0.1% | -27.5% | 0.013% | |
1/11/2021 | Chesley Taft & Associates LLC | 36,715 | $1.67M | 0.1% | +4.7% | 0.028% | |
1/8/2021 | Creative Financial Designs Inc. ADV | 33,194 | $1.51M | 0.3% | +26.4% | 0.026% | |
1/7/2021 | Lowe Wealth Advisors LLC | 1,800 | $82K | 0.0% | +33.3% | 0.001% | |
12/7/2020 | Partners Value Investments LP | 241,302 | $10.61M | 0.2% | +90.0% | 0.190% | |
11/23/2020 | Eudaimonia Partners LLC | 1,444 | $63K | 0.0% | -48.5% | 0.001% | |
11/17/2020 | Captrust Financial Advisors | 54,478 | $2.40M | 0.0% | -51.8% | 0.048% | |
11/17/2020 | BCJ Capital Management LLC | 33,033 | $1.45M | 0.2% | +17.6% | 0.029% | |
11/16/2020 | State of Tennessee Treasury Department | 829,600 | $36.46M | 0.2% | +75.4% | 0.727% | |
11/16/2020 | Eudaimonia Partners LLC | 1,913 | $84K | 0.0% | -31.8% | 0.002% | |
11/13/2020 | Transcend Wealth Collective LLC | 24,333 | $1.07M | 0.2% | +31.3% | 0.021% | |
11/13/2020 | Pinnacle Holdings LLC | 44,315 | $1.95M | 0.9% | -54.1% | 0.039% | |
11/13/2020 | Main Management LLC | 138,683 | $6.10M | 0.9% | N/A | 0.122% | |
11/13/2020 | AXA S.A. | 36,278 | $1.59M | 0.0% | +18.6% | 0.032% | |
11/12/2020 | Nations Financial Group Inc. IA ADV | 8,277 | $0.36M | 0.1% | +62.2% | 0.007% | |
11/12/2020 | JPMorgan Chase & Co. | 254,325 | $11.13M | 0.0% | +23.0% | 0.223% | |
11/12/2020 | AdvisorShares Investments LLC | 15,096 | $0.66M | 0.0% | +46.2% | 0.013% | |
11/12/2020 | O Shaughnessy Asset Management LLC | 10,601 | $0.47M | 0.0% | +22.8% | 0.009% | |
11/10/2020 | Fisher Asset Management LLC | 8,325 | $0.37M | 0.0% | -21.9% | 0.007% | |
11/10/2020 | US Bancorp DE | 4,194 | $0.18M | 0.0% | +8.0% | 0.004% | |
11/10/2020 | Robertson Stephens Wealth Management LLC | 15,508 | $0.68M | 0.2% | +6.7% | 0.014% | |
11/6/2020 | Janney Montgomery Scott LLC | 1,056,384 | $46.43M | 0.3% | +10.9% | 0.934% | |
11/6/2020 | AdvisorNet Financial Inc | 34,702 | $1.53M | 0.1% | -51.1% | 0.031% | |
11/5/2020 | Liberty Wealth Management LLC | 49,723 | $2.19M | 1.3% | +23.3% | 0.044% | |
11/5/2020 | Leelyn Smith LLC | 749 | $33K | 0.0% | +280.2% | 0.001% | |
11/5/2020 | IPG Investment Advisors LLC | 16,591 | $0.73M | 0.2% | -1.3% | 0.015% | |
11/3/2020 | Novare Capital Management LLC | 12,489 | $0.55M | 0.1% | +14.5% | 0.011% | |
10/30/2020 | Whittier Trust Co. | 159,600 | $7.02M | 0.2% | +36.9% | 0.142% | |
10/30/2020 | Whittier Trust Co. of Nevada Inc. | 64,218 | $2.82M | 0.2% | +22.0% | 0.057% | |
10/30/2020 | Sage Advisory Services Ltd.Co. | 223,996 | $9.84M | 3.2% | +16.9% | 0.199% | |
10/30/2020 | Steward Partners Investment Advisory LLC | 47,693 | $2.10M | 0.1% | +10.9% | 0.042% | |