4/14/2021 | Eclectic Associates Inc. ADV | 9,791 | $0.43M | 0.4% | -12.9% | 0.007% | |
4/14/2021 | N.E.W. Advisory Services LLC | 273,347 | $12.04M | 2.3% | +13.4% | 0.195% | |
4/14/2021 | McNaughton Wealth Management LLC | 79,918 | $3.50M | 2.7% | -3.2% | 0.057% | |
4/14/2021 | Strategic Investment Advisors MI | 21,745 | $0.95M | 0.2% | +14.2% | 0.015% | |
4/14/2021 | Centennial Wealth Advisory LLC | 41,819 | $1.83M | 1.2% | +7.1% | 0.030% | |
4/14/2021 | Global Retirement Partners LLC | 4,698 | $0.21M | 0.0% | -18.8% | 0.003% | |
4/14/2021 | Stonehearth Capital Management LLC | 53,362 | $2.34M | 1.3% | +1.4% | 0.038% | |
4/14/2021 | Waller Financial Planning Group Inc. | 276,733 | $12.12M | 3.5% | +13.9% | 0.197% | |
4/13/2021 | HBW Advisory Services LLC | 40,864 | $1.79M | 0.5% | +7.2% | 0.029% | |
4/13/2021 | Walkner Condon Financial Advisors LLC | 134,942 | $5.91M | 2.3% | -5.6% | 0.096% | |
|
4/13/2021 | Iron Horse Wealth Management LLC | 123,252 | $5.40M | 4.0% | +4.0% | 0.088% | |
4/12/2021 | Platte River Wealth Advisors LLC | 212,994 | $9.43M | 3.9% | -1.5% | 0.152% | |
4/12/2021 | Livingston Group Asset Management CO operating as Southport Capital Management | 34,721 | $1.52M | 0.4% | -11.0% | 0.025% | |
4/12/2021 | Trilogy Capital Inc. | 567,551 | $24.85M | 1.9% | +1.4% | 0.404% | |
4/12/2021 | TRH Financial LLC | 30,459 | $1.33M | 0.7% | -3.2% | 0.022% | |
4/12/2021 | ERn Financial LLC | 263,585 | $11.54M | 4.5% | +0.3% | 0.188% | |
4/12/2021 | Acorn Financial Advisory Services Inc. ADV | 40,616 | $1.78M | 0.6% | +7.8% | 0.029% | |
4/12/2021 | E&G Advisors LP | 20,472 | $0.90M | 0.3% | -2.2% | 0.015% | |
4/9/2021 | Flagship Private Wealth LLC | 19,503 | $0.86M | 0.7% | +35.9% | 0.014% | |
4/9/2021 | Evensky & Katz LLC | 3,673 | $0.16M | 0.0% | -25.1% | 0.003% | |
4/9/2021 | Legacy Private Trust Co. | 63,363 | $2.77M | 0.3% | -5.0% | 0.045% | |
4/9/2021 | Pure Financial Advisors Inc. | 58,860 | $2.58M | 0.3% | -57.5% | 0.042% | |
4/8/2021 | NBT Bank N A NY | 8,594 | $0.38M | 0.1% | +35.7% | 0.006% | |
4/8/2021 | Pacifica Partners Inc. | 12,458 | $0.55M | 0.5% | -2.1% | 0.009% | |
4/7/2021 | Echo Wealth Management LLC | 73,299 | $3.21M | 4.0% | +2.2% | 0.052% | |
4/6/2021 | Liberty One Investment Management LLC | 28,456 | $1.25M | 0.2% | -5.1% | 0.020% | |
4/6/2021 | Carroll Financial Associates Inc. | 144,443 | $6.32M | 0.4% | +16.1% | 0.103% | |
4/5/2021 | Boltwood Capital Management | 45,365 | $1.99M | 0.9% | +1.6% | 0.032% | |
4/2/2021 | RVW Wealth LLC | 298,309 | $13M | 1.7% | N/A | 0.216% | |
3/30/2021 | Koshinski Asset Management Inc. | 4,747 | $0.20M | 0.0% | -28.7% | 0.004% | |
3/9/2021 | Defined Wealth Management LLC | 26,082 | $1.10M | 1.1% | N/A | 0.020% | |
3/4/2021 | Rockbridge Investment Management LCC | 41,201 | $1.74M | 0.4% | -4.2% | 0.032% | |
3/3/2021 | Laurel Wealth Advisors Inc. | 198,919 | $8.39M | 1.2% | -19.4% | 0.153% | |
3/2/2021 | FormulaFolio Investments LLC | 1,239,895 | $52.27M | 1.1% | +6.0% | 0.955% | |
2/26/2021 | Luken Investment Analytics LLC | 503,956 | $21.25M | 15.8% | N/A | 0.388% | |
2/26/2021 | McNaughton Wealth Management LLC | 82,543 | $3.48M | 2.8% | -2.8% | 0.064% | |
2/26/2021 | Bridge Advisory LLC | 39,839 | $1.68M | 0.8% | N/A | 0.031% | |
2/25/2021 | Elevated Capital Advisors LLC | 13,161 | $0.56M | 0.2% | N/A | 0.010% | |
2/25/2021 | Tranquilli Financial Advisor LLC | 100,930 | $4.26M | 3.9% | N/A | 0.078% | |
2/24/2021 | ERn Financial LLC | 262,808 | $11.08M | 4.6% | -5.9% | 0.202% | |
2/23/2021 | Advisory Resource Group | 49,789 | $2.10M | 1.0% | +2.3% | 0.038% | |
2/23/2021 | Principal Financial Group Inc. | 9,327 | $0.39M | 0.0% | +11.7% | 0.007% | |
2/23/2021 | Orion Capital Management LLC | 1,496 | $63K | 0.0% | N/A | 0.001% | |
2/22/2021 | Weitzel Financial Services Inc. | 61,076 | $2.88M | 2.1% | N/A | 0.047% | |
2/22/2021 | Echo Wealth Management LLC | 71,753 | $3.03M | 4.0% | N/A | 0.055% | |
2/19/2021 | JPMorgan Chase & Co. | 123,064 | $5.19M | 0.0% | -84.9% | 0.100% | |
2/19/2021 | Edmonds Duncan Registered Investment Advisors LLC | 128,344 | $6M | 2.0% | -44.5% | 0.105% | |
2/19/2021 | First Ascent Asset Management LLC | 134,375 | $5.67M | 2.4% | +33.1% | 0.110% | |
2/19/2021 | Rodgers & Associates LTD | 370,847 | $15.64M | 2.9% | N/A | 0.303% | |
2/19/2021 | Rehmann Capital Advisory Group | 14,191 | $0.60M | 0.1% | -19.0% | 0.012% | |
2/18/2021 | Capital Advisory Group Advisory Services LLC | 1,500 | $63K | 0.0% | N/A | 0.001% | |
2/18/2021 | Strategic Wealth Partners Ltd. | 15,412 | $0.65M | 0.3% | +13.5% | 0.013% | |
2/18/2021 | Eudaimonia Partners LLC | 7,535 | $0.32M | 0.1% | -10.0% | 0.006% | |
2/18/2021 | Truist Financial Corp | 27,309 | $1.15M | 0.0% | -2.6% | 0.022% | |
2/17/2021 | Red Wave Investments LLC | 174,103 | $7.34M | 3.3% | N/A | 0.142% | |
2/17/2021 | IHT Wealth Management LLC | 51,365 | $2.17M | 0.2% | +53.7% | 0.042% | |
2/17/2021 | United Capital Financial Advisers LLC | 654,491 | $27.59M | 0.2% | -0.4% | 0.534% | |
2/17/2021 | Knightsbridge Asset Management LLC | 174,915 | $7.37M | 3.6% | -2.3% | 0.143% | |
2/17/2021 | Advisor Partners LLC | 5,445 | $0.23M | 0.0% | N/A | 0.004% | |
2/17/2021 | Cetera Investment Advisers | 142,833 | $6.02M | 0.1% | N/A | 0.117% | |
2/17/2021 | Cetera Advisor Networks LLC | 9,625 | $0.41M | 0.0% | N/A | 0.008% | |
2/16/2021 | Concord Wealth Partners | 72,775 | $3.07M | 2.4% | N/A | 0.059% | |
2/16/2021 | Mcdonald Partners LLC | 8,663 | $0.37M | 0.1% | N/A | 0.007% | |
2/16/2021 | Mariner LLC | 264,904 | $11.17M | 0.1% | +288.8% | 0.216% | |
2/16/2021 | Morgan Stanley | 1,358,142 | $57.26M | 0.0% | +3.3% | 1.109% | |
2/16/2021 | Ameritas Investment Company LLC | 6,908 | $0.29M | 0.1% | N/A | 0.006% | |
2/16/2021 | Captrust Financial Advisors | 13,123 | $0.55M | 0.0% | +31,907.3% | 0.011% | |
2/16/2021 | Vivaldi Capital Management LLC | 152,492 | $6.43M | 1.4% | +6.2% | 0.124% | |
2/16/2021 | Onyx Bridge Wealth Group LLC | 280,127 | $11.81M | 7.7% | N/A | 0.229% | |
2/16/2021 | Kingsview Wealth Management LLC | 25,119 | $1.06M | 0.1% | +8.6% | 0.021% | |
2/16/2021 | Benjamin F. Edwards & Company Inc. | 12,342 | $0.52M | 0.0% | +2.6% | 0.010% | |
2/13/2021 | Clear Creek Financial Management LLC | 99,675 | $4.20M | 0.8% | N/A | 0.081% | |
2/13/2021 | Wealthsource Partners LLC | 49,869 | $2.10M | 0.2% | -8.6% | 0.041% | |
2/12/2021 | Stifel Financial Corp | 47,334 | $2M | 0.0% | +69.9% | 0.039% | |
2/12/2021 | Beacon Pointe Advisors LLC | 162,020 | $6.83M | 0.5% | +3.4% | 0.132% | |
2/12/2021 | Towercrest Capital Management | 132,531 | $5.59M | 1.3% | +3.4% | 0.108% | |
2/12/2021 | Raymond James Financial Services Advisors Inc. | 80,924 | $3.41M | 0.0% | +55.3% | 0.066% | |
2/12/2021 | Financial Advocates Investment Management | 8,849 | $0.37M | 0.0% | +29.7% | 0.007% | |
2/12/2021 | LPL Financial LLC | 2,264,383 | $95.47M | 0.1% | +87.8% | 1.848% | |
2/12/2021 | Cavalier Investments LLC | 18,854 | $0.80M | 0.4% | N/A | 0.015% | |
2/12/2021 | Vista Investment Management | 78,304 | $3.30M | 2.2% | +1.6% | 0.064% | |
2/12/2021 | Change Path LLC | 28,986 | $1.22M | 0.1% | -12.0% | 0.024% | |
2/12/2021 | Betterment LLC | 226,306 | $9.54M | 0.0% | -21.2% | 0.185% | |
2/12/2021 | Personal Capital Advisors Corp | 10,628 | $0.45M | 0.0% | N/A | 0.009% | |
2/12/2021 | Regal Investment Advisors LLC | 130,754 | $5.51M | 0.6% | N/A | 0.107% | |
2/11/2021 | Forbes J M & Co. LLP | 381,412 | $16.08M | 2.4% | N/A | 0.311% | |
2/11/2021 | USAdvisors Wealth Management LLC | 27,082 | $1.14M | 0.5% | N/A | 0.022% | |
2/11/2021 | Strategic Financial Planning Inc. | 5,114 | $0.22M | 0.2% | N/A | 0.004% | |
2/11/2021 | Synovus Financial Corp | 11,924 | $0.50M | 0.0% | N/A | 0.010% | |
2/11/2021 | Mutual Advisors LLC | 66,444 | $2.80M | 0.2% | -4.2% | 0.054% | |
2/11/2021 | Exencial Wealth Advisors LLC | 179,765 | $7.58M | 0.5% | +5.6% | 0.147% | |
2/11/2021 | Citigroup Inc. | 25,772 | $1.09M | 0.0% | +14,378.7% | 0.021% | |
2/11/2021 | Financial Engines Advisors L.L.C. | 2,561,050 | $107.97M | 0.4% | +37.0% | 2.091% | |
2/11/2021 | Steward Partners Investment Advisory LLC | 10,844 | $0.46M | 0.0% | +13.0% | 0.009% | |
2/11/2021 | First Horizon Advisors Inc. | 286,841 | $12.09M | 0.8% | +0.4% | 0.234% | |
2/11/2021 | Brown Financial Advisory | 259,171 | $10.93M | 9.7% | N/A | 0.212% | |
2/11/2021 | Xponance Inc. | 83,559 | $3.52M | 0.1% | -67.5% | 0.068% | |
2/11/2021 | Orin Green Financial LLC | 10,737 | $0.45M | 0.4% | N/A | 0.009% | |
2/11/2021 | Redmond Asset Management LLC | 7,635 | $0.32M | 0.1% | +24.8% | 0.006% | |
2/11/2021 | Annapolis Financial Services LLC | 52,850 | $2.23M | 0.9% | N/A | 0.043% | |