4/12/2021 | Gateway Advisory LLC | 19,573 | $3.89M | 1.0% | N/A | 0.240% | |
4/12/2021 | First PREMIER Bank | 339 | $67K | 0.0% | +25.6% | 0.004% | |
4/8/2021 | First American Bank | 13,081 | $2.60M | 0.2% | +19.1% | 0.165% | |
3/26/2021 | Susquehanna International Group LLP | 14,912 | $2.50M | 0.0% | -24.5% | 0.190% | |
3/10/2021 | HM Payson & Co. | 7,554 | $1.27M | 0.0% | +8.6% | 0.098% | |
3/4/2021 | Eaton Vance Management | 1,861 | $0.31M | 0.0% | N/A | 0.025% | |
2/19/2021 | JPMorgan Chase & Co. | 388 | $65K | 0.0% | -39.4% | 0.005% | |
2/17/2021 | Taddei Ludwig & Associates Inc. | 849 | $0.14M | 0.1% | N/A | 0.011% | |
2/17/2021 | Cetera Advisors LLC | 38,020 | $6.38M | 0.2% | +1.3% | 0.510% | |
2/16/2021 | Mcdonald Partners LLC | 2,392 | $0.40M | 0.1% | N/A | 0.032% | |
|
2/16/2021 | Morgan Stanley | 284,583 | $47.74M | 0.0% | -26.2% | 3.769% | |
2/16/2021 | Captrust Financial Advisors | 941 | $0.16M | 0.0% | +28.4% | 0.012% | |
2/16/2021 | Smith Moore & CO. | 2,556 | $0.43M | 0.1% | -5.4% | 0.034% | |
2/16/2021 | Phillips Financial Management LLC | 10,471 | $1.76M | 0.2% | +2.9% | 0.139% | |
2/12/2021 | Raymond James Financial Services Advisors Inc. | 116,982 | $19.63M | 0.0% | +4.0% | 1.555% | |
2/12/2021 | LPL Financial LLC | 110,209 | $18.49M | 0.0% | +4.3% | 1.465% | |
2/12/2021 | Eaton Vance Management | 1,861 | $0.31M | 0.0% | N/A | 0.025% | |
2/12/2021 | Change Path LLC | 1,211 | $0.20M | 0.0% | N/A | 0.016% | |
2/12/2021 | Betterment LLC | 2,582 | $0.43M | 0.0% | -3.1% | 0.034% | |
2/12/2021 | Mercer Global Advisors Inc. ADV | 1,327 | $0.22M | 0.0% | N/A | 0.018% | |
2/11/2021 | Steward Partners Investment Advisory LLC | 3,405 | $0.57M | 0.0% | +7.8% | 0.046% | |
2/10/2021 | Advisor OS LLC | 7,513 | $1.26M | 0.3% | N/A | 0.102% | |
2/9/2021 | Wells Fargo & Company MN | 96,270 | $16.15M | 0.0% | +7.8% | 1.305% | |
2/9/2021 | Brouwer & Janachowski LLC | 224,363 | $37.64M | 6.6% | -1.9% | 3.042% | |
2/9/2021 | Patriot Investment Management Inc. | 122,857 | $20.61M | 3.1% | -1.7% | 1.672% | |
2/9/2021 | Bangor Savings Bank | 1,919 | $0.29M | 0.0% | N/A | 0.026% | |
2/9/2021 | Equitable Holdings Inc. | 1,480 | $0.25M | 0.0% | N/A | 0.020% | |
2/9/2021 | 360 Financial Inc. | 1,976 | $0.33M | 0.2% | -41.8% | 0.027% | |
2/8/2021 | Thompson Siegel & Walmsley LLC | 11,324 | $1.90M | 0.0% | +3.9% | 0.154% | |
2/8/2021 | Marble Harbor Investment Counsel LLC | 20,800 | $3.49M | 0.5% | -4.0% | 0.283% | |
2/8/2021 | Flagship Harbor Advisors LLC | 4,075 | $0.68M | 0.1% | -1.9% | 0.055% | |
2/6/2021 | Taylor Hoffman Wealth Management | 2,952 | $0.50M | 0.3% | +7.9% | 0.040% | |
2/5/2021 | Koshinski Asset Management Inc. | 98,342 | $11.70M | 1.1% | N/A | 1.249% | |
2/5/2021 | NEXT Financial Group Inc | 1,262 | $0.21M | 0.0% | -38.4% | 0.017% | |
2/5/2021 | Claraphi Advisory Network LLC | 1,568 | $0.26M | 0.1% | N/A | 0.021% | |
2/4/2021 | Cambridge Investment Research Advisors Inc. | 9,765 | $1.64M | 0.0% | +5.8% | 0.133% | |
2/4/2021 | Camden Capital LLC | 14,405 | $2.42M | 0.8% | +1.1% | 0.196% | |
2/4/2021 | DB Wealth Management Group LLC | 344 | $58K | 0.0% | N/A | 0.005% | |
2/3/2021 | Dynamic Advisor Solutions LLC | 32,365 | $5.43M | 0.5% | +38.2% | 0.437% | |
2/3/2021 | Savant Capital LLC | 135,360 | $22.71M | 1.3% | -5.5% | 1.829% | |
2/3/2021 | Valmark Advisers Inc. | 1,519 | $0.26M | 0.0% | -3.8% | 0.021% | |
2/2/2021 | Quest Capital Management Inc. ADV | 2,832 | $0.48M | 0.1% | -16.1% | 0.038% | |
2/2/2021 | Koshinski Asset Management Inc. | 98,342 | $11.70M | 2.4% | N/A | 1.329% | |
1/30/2021 | EQ LLC | 9,746 | $1.64M | 1.5% | N/A | 0.133% | |
1/29/2021 | Creative Planning | 15,781 | $2.65M | 0.0% | N/A | 0.215% | |
1/29/2021 | One Day In July LLC | 161,712 | $27.13M | 9.1% | -7.8% | 2.200% | |
1/28/2021 | Bridgeworth LLC | 87,691 | $14.71M | 4.9% | -3.2% | 1.193% | |
1/27/2021 | Bangor Savings Bank | 1,919 | $0.29M | 0.0% | N/A | 0.026% | |
1/27/2021 | CRA Financial Services LLC | 8,213 | $1.38M | 0.6% | -1.4% | 0.111% | |
1/27/2021 | Accel Wealth Management | 2,065 | $0.35M | 0.3% | N/A | 0.028% | |
1/26/2021 | PFG Advisors | 8,240 | $1.38M | 0.2% | -0.7% | 0.112% | |
1/25/2021 | Janney Montgomery Scott LLC | 3,596 | $0.60M | 0.0% | -4.6% | 0.049% | |
1/25/2021 | Affiance Financial LLC | 2,196 | $0.37M | 0.2% | +13.9% | 0.030% | |
1/22/2021 | Avantax Advisory Services Inc. | 2,957 | $0.50M | 0.0% | -56.3% | 0.041% | |
1/20/2021 | Kestra Advisory Services LLC | 5,424 | $0.91M | 0.0% | +27,020.0% | 0.075% | |
1/20/2021 | Bartlett & Co. LLC | 7,786 | $1.31M | 0.0% | +1.4% | 0.107% | |
1/20/2021 | Stordahl Capital Management Inc. | 25,282 | $4.24M | 1.9% | -1.4% | 0.349% | |
1/19/2021 | Miracle Mile Advisors LLC | 7,862 | $1.32M | 0.1% | +6.3% | 0.109% | |
1/13/2021 | Pinnacle Financial Partners Inc. | 35,054 | $5.88M | 0.3% | -23.5% | 0.484% | |
1/13/2021 | Mountain Capital Investment Advisors Inc | 2,412 | $0.41M | 0.1% | N/A | 0.033% | |
1/12/2021 | Mountain Capital Investment Advisors Inc | 2,412 | $0.41M | 0.2% | N/A | 0.033% | |
12/21/2020 | HM Payson & Co. | 6,958 | $0.90M | 0.0% | +626.3% | 0.097% | |
11/17/2020 | Captrust Financial Advisors | 733 | $96K | 0.0% | -45.6% | 0.010% | |
11/16/2020 | Financial Advisory Service Inc. | 750 | $97K | 0.0% | +150.0% | 0.011% | |
11/13/2020 | Morgan Stanley | 385,412 | $49.77M | 0.0% | +6.2% | 5.467% | |
11/13/2020 | Jefferies Group LLC | 50,000 | $6.46M | 0.1% | -50.0% | 0.709% | |
11/13/2020 | Cetera Advisors LLC | 37,519 | $4.85M | 0.2% | +8.6% | 0.530% | |
11/13/2020 | Cetera Advisor Networks LLC | 2,734 | $0.35M | 0.0% | -5.4% | 0.039% | |
11/12/2020 | JPMorgan Chase & Co. | 640 | $82K | 0.0% | +64.9% | 0.009% | |
11/11/2020 | Thrivent Financial for Lutherans | 9,290 | $1.20M | 0.0% | N/A | 0.132% | |
11/10/2020 | Walkner Condon Financial Advisors LLC | 1,975 | $0.26M | 0.1% | N/A | 0.028% | |
11/9/2020 | Sun Life Financial INC | 13,410 | $1.73M | 0.3% | +6.4% | 0.190% | |
11/9/2020 | Stordahl Capital Management Inc. | 25,639 | $3.31M | 1.7% | -1.3% | 0.364% | |
11/9/2020 | National Asset Management Inc. | 2,611 | $0.34M | 0.0% | -8.9% | 0.037% | |
11/9/2020 | Valmark Advisers Inc. | 1,579 | $0.20M | 0.0% | N/A | 0.022% | |
11/9/2020 | LPL Financial LLC | 105,631 | $13.64M | 0.0% | -15.6% | 1.504% | |
11/6/2020 | Phillips Financial Management LLC | 10,177 | $1.31M | 0.2% | +1.1% | 0.145% | |
11/5/2020 | Commonwealth Equity Services LLC | 134,248 | $17.34M | 0.1% | +1.0% | 1.911% | |
11/5/2020 | Wells Fargo & Company MN | 89,268 | $11.53M | 0.0% | -4.1% | 1.271% | |
11/4/2020 | Savant Capital LLC | 143,244 | $18.50M | 1.3% | -6.6% | 2.039% | |
11/4/2020 | Raymond James Financial Services Advisors Inc. | 112,478 | $14.53M | 0.0% | -0.9% | 1.601% | |
11/4/2020 | Raymond James & Associates | 32,690 | $4.22M | 0.0% | +13.6% | 0.465% | |
11/3/2020 | Orgel Wealth Management LLC | 21,285 | $2.75M | 0.8% | +2.5% | 0.303% | |
11/2/2020 | Private Advisor Group LLC | 14,391 | $1.86M | 0.0% | -3.9% | 0.201% | |
10/30/2020 | Camden Capital LLC | 14,250 | $1.84M | 0.7% | N/A | 0.199% | |
10/30/2020 | Steward Partners Investment Advisory LLC | 3,158 | $0.41M | 0.0% | +265.5% | 0.044% | |
10/29/2020 | Taylor Hoffman Wealth Management | 2,737 | $0.35M | 0.2% | -4.2% | 0.038% | |
10/29/2020 | Cambridge Investment Research Advisors Inc. | 9,230 | $1.19M | 0.0% | -2.3% | 0.130% | |
10/27/2020 | Dynamic Advisor Solutions LLC | 23,420 | $3.02M | 0.3% | +6.1% | 0.329% | |
10/27/2020 | Pinnacle Financial Partners Inc. | 45,795 | $5.91M | 0.3% | -14.3% | 0.643% | |
10/27/2020 | One Day In July LLC | 175,355 | $22.65M | 8.1% | +12.7% | 2.461% | |
10/23/2020 | Patriot Investment Management Inc. | 125,013 | $16.14M | 1.9% | +12.7% | 1.748% | |
10/22/2020 | NEXT Financial Group Inc | 2,049 | $0.27M | 0.0% | N/A | 0.029% | |
10/21/2020 | Brouwer & Janachowski LLC | 228,737 | $29.54M | 5.5% | +0.5% | 3.199% | |
10/15/2020 | Coastline Trust Co | 15,433 | $1.99M | 0.3% | -8.2% | 0.215% | |
10/14/2020 | CRA Financial Services LLC | 8,326 | $1.08M | 0.5% | -5.0% | 0.116% | |
10/14/2020 | Avantax Advisory Services Inc. | 6,764 | $0.87M | 0.0% | +210.6% | 0.094% | |
10/13/2020 | PFG Advisors | 8,302 | $1.14M | 0.2% | +3.6% | 0.115% | |
10/13/2020 | Affiance Financial LLC | 1,928 | $0.25M | 0.1% | +10.9% | 0.027% | |
10/9/2020 | First American Bank | 5,147 | $0.67M | 0.0% | +133.0% | 0.070% | |