3/5/2021 | Catalyst Private Wealth LLC | 619 | $0.21M | 0.2% | +1,005.4% | 0.000% | |
3/5/2021 | Pacific Edge Advisors LLC | 2,419 | $0.83M | 0.4% | N/A | 0.000% | |
3/4/2021 | Rockbridge Investment Management LCC | 37,571 | $12.91M | 2.6% | +15.6% | 0.007% | |
3/4/2021 | Navis Wealth Advisors LLC | 14,900 | $5.12M | 4.6% | N/A | 0.003% | |
3/4/2021 | FCA Corp TX | 1,466 | $0.50M | 0.2% | +21.2% | 0.000% | |
3/4/2021 | Eaton Vance Management | 549,376 | $188.82M | 0.3% | +764.9% | 0.099% | |
3/4/2021 | Robbins Farley LLC | 157 | $54K | 0.1% | N/A | 0.000% | |
3/3/2021 | Laurel Wealth Advisors Inc. | 10,328 | $3.55M | 0.5% | +4.5% | 0.002% | |
3/3/2021 | Jackson Grant Investment Advisers Inc. | 6,856 | $2.36M | 1.2% | +2.3% | 0.001% | |
3/2/2021 | Alamar Capital Management LLC | 7,095 | $2.44M | 2.6% | N/A | 0.001% | |
|
3/2/2021 | FormulaFolio Investments LLC | 10,379 | $3.57M | 0.1% | +172.1% | 0.002% | |
3/2/2021 | Capital Asset Advisory Services LLC | 2,520 | $0.87M | 0.2% | -6.1% | 0.000% | |
3/1/2021 | Main Street Financial Solutions LLC | 6,622 | $2.28M | 0.5% | N/A | 0.001% | |
2/26/2021 | ZWJ Investment Counsel Inc. | 9,132 | $3.14M | 0.2% | +1.0% | 0.002% | |
2/26/2021 | Garde Capital Inc. | 353 | $0.12M | 0.0% | N/A | 0.000% | |
2/26/2021 | Laird Norton Trust Company LLC | 27,074 | $9.31M | 1.0% | N/A | 0.005% | |
2/26/2021 | Luken Investment Analytics LLC | 22,470 | $7.72M | 5.7% | N/A | 0.004% | |
2/26/2021 | FOCUS Wealth Advisors LLC | 6,837 | $2.35M | 1.8% | N/A | 0.001% | |
2/25/2021 | Patton Albertson Miller Group LLC | 565 | $0.20M | 0.0% | N/A | 0.000% | |
2/25/2021 | Elevated Capital Advisors LLC | 12,617 | $4.34M | 1.9% | -0.2% | 0.002% | |
2/24/2021 | Virtu Financial LLC | 71,175 | $24.46M | 2.6% | +109.5% | 0.013% | |
2/24/2021 | Sensible Financial Planning & Management LLC. | 33,261 | $11.43M | 4.3% | -6.2% | 0.006% | |
2/24/2021 | Schroder Investment Management Group | 1,633,397 | $561.38M | 0.8% | +30.9% | 0.295% | |
2/24/2021 | ERn Financial LLC | 11,170 | $3.84M | 1.6% | -1.4% | 0.002% | |
2/24/2021 | Fort Pitt Capital Group LLC | 4,225 | $1.45M | 0.1% | +1.0% | 0.001% | |
2/24/2021 | EMC Capital Management | 59,583 | $20.48M | 15.6% | N/A | 0.011% | |
2/24/2021 | Bank Julius Baer & Co. Ltd Zurich | 7,769 | $2.67M | 0.0% | +72.2% | 0.001% | |
2/23/2021 | Aspireon Wealth Advisors | 1,400 | $0.50M | 0.5% | N/A | 0.000% | |
2/23/2021 | Fort Pitt Capital Group LLC | 4 | $1.45M | 0.1% | -99.9% | 0.000% | |
2/23/2021 | Principal Financial Group Inc. | 15,378 | $5.29M | 0.0% | +7.1% | 0.003% | |
2/23/2021 | Riverpoint Wealth Management Holdings LLC | 36,422 | $12.52M | 4.0% | -6.0% | 0.007% | |
2/23/2021 | CWA Asset Management Group LLC | 7,919 | $2.72M | 0.3% | +41.4% | 0.001% | |
2/23/2021 | Financial Management Concepts Corp ADV | 6,087 | $2.09M | 2.0% | N/A | 0.001% | |
2/23/2021 | Orion Capital Management LLC | 166 | $57K | 0.0% | N/A | 0.000% | |
2/22/2021 | InTrack Investment Management Inc | 9,557 | $3.29M | 3.3% | N/A | 0.002% | |
2/19/2021 | JPMorgan Chase & Co. | 5,850,367 | $2.01B | 0.3% | +2.7% | 1.066% | |
2/19/2021 | UMA Financial Services Inc. | 4,406 | $1.58M | 0.5% | -10.5% | 0.001% | |
2/19/2021 | First Ascent Asset Management LLC | 87,509 | $30.08M | 12.7% | +29.3% | 0.016% | |
2/19/2021 | Intercontinental Wealth Advisors LLC | 3,243 | $1.12M | 0.3% | +268.5% | 0.001% | |
2/19/2021 | Rodgers & Associates LTD | 583 | $0.20M | 0.0% | N/A | 0.000% | |
2/19/2021 | Albion Financial Group UT | 283,612 | $97.47M | 9.6% | +0.2% | 0.052% | |
2/19/2021 | Walled Lake Planning & Wealth Management LLC | 3,488 | $1.20M | 0.9% | +6.0% | 0.001% | |
2/19/2021 | KCM Investment Advisors LLC | 1,909 | $0.66M | 0.0% | -2.6% | 0.000% | |
2/19/2021 | Itau Unibanco Holding S.A. | 783,767 | $268.71M | 12.1% | +20.6% | 0.143% | |
2/19/2021 | Colonial River Wealth Management LLC | 824 | $0.30M | 0.1% | N/A | 0.000% | |
2/19/2021 | Kowal Investment Group LLC | 2,625 | $0.91M | 0.4% | N/A | 0.000% | |
2/18/2021 | Apella Capital LLC | 3,075 | $1.06M | 0.4% | -3.7% | 0.001% | |
2/18/2021 | Safeguard Investment Advisory Group LLC | 1,503 | $0.52M | 0.5% | N/A | 0.000% | |
2/18/2021 | EP Wealth Advisors LLC | 9,210 | $3.17M | 0.1% | -12.9% | 0.002% | |
2/18/2021 | First National Bank of Omaha | 58,143 | $19.98M | 1.1% | -0.9% | 0.011% | |
2/18/2021 | US Financial Advisors LLC | 5,444 | $1.87M | 0.6% | N/A | 0.001% | |
2/18/2021 | Eudaimonia Partners LLC | 14,871 | $5.11M | 1.1% | +24.0% | 0.003% | |
2/18/2021 | Circle Wealth Management LLC | 6,104 | $2.10M | 0.3% | +0.8% | 0.001% | |
2/18/2021 | Pacific Center for Financial Services | 888 | $0.31M | 0.1% | +132.5% | 0.000% | |
2/18/2021 | Truist Financial Corp | 880,100 | $302.48M | 0.6% | +0.2% | 0.160% | |
2/17/2021 | Reliant Wealth Planning | 104,452 | $35.90M | 21.4% | -0.2% | 0.019% | |
2/17/2021 | Taddei Ludwig & Associates Inc. | 129,189 | $44.40M | 17.5% | N/A | 0.024% | |
2/17/2021 | Wealth Dimensions Group Ltd. | 1,338 | $0.46M | 0.4% | N/A | 0.000% | |
2/17/2021 | Salem Investment Counselors Inc. | 13,973 | $4.80M | 0.3% | -2.5% | 0.003% | |
2/17/2021 | CapWealth Advisors LLC | 2,017 | $0.69M | 0.1% | +7.7% | 0.000% | |
2/17/2021 | Financial Architects Inc | 916 | $0.32M | 0.1% | N/A | 0.000% | |
2/17/2021 | Arvest Bank Trust Division | 1,989 | $0.68M | 0.0% | N/A | 0.000% | |
2/17/2021 | Hoese & Co LLP | 19,910 | $6.77M | 8.0% | N/A | 0.004% | |
2/17/2021 | Warren Averett Asset Management LLC | 26,270 | $9.44M | 1.0% | -1.1% | 0.005% | |
2/17/2021 | Zuckerman Investment Group LLC | 1,953 | $0.67M | 0.1% | +60.9% | 0.000% | |
2/17/2021 | Zurich Insurance Group Ltd FI | 41,367 | $14.50M | 0.2% | -3.0% | 0.008% | |
2/17/2021 | IHT Wealth Management LLC | 18,825 | $6.47M | 0.5% | +150.0% | 0.003% | |
2/17/2021 | United Capital Financial Advisers LLC | 1,154,892 | $396.93M | 2.4% | +37.4% | 0.211% | |
2/17/2021 | Freedman Financial Associates Inc. | 114 | $39K | 0.0% | N/A | 0.000% | |
2/17/2021 | MidWestOne Financial Group Inc. | 2,520 | $0.87M | 0.2% | -9.6% | 0.000% | |
2/17/2021 | S&T Bank | 31,466 | $10.81M | 1.9% | -0.1% | 0.006% | |
2/17/2021 | Advisor Partners LLC | 8,135 | $2.80M | 0.2% | +58.5% | 0.001% | |
2/17/2021 | Prestige Wealth Management Group LLC | 206 | $71K | 0.0% | N/A | 0.000% | |
2/17/2021 | Cetera Investment Advisers | 62,459 | $21.47M | 0.4% | +38.9% | 0.011% | |
2/17/2021 | Cetera Advisors LLC | 69,183 | $23.78M | 0.8% | +10.5% | 0.013% | |
2/17/2021 | Cetera Advisor Networks LLC | 422,690 | $145.27M | 3.4% | +33.7% | 0.077% | |
2/16/2021 | Oxler Private Wealth LLC | 11,475 | $3.71M | 2.1% | N/A | 0.002% | |
2/16/2021 | Twin Focus Capital Partners LLC | 27,150 | $9.33M | 2.9% | +67.2% | 0.005% | |
2/16/2021 | Resolute Partners Group | 64,111 | $22.03M | 0.4% | N/A | 0.012% | |
2/16/2021 | Zacks Investment Management | 1,124 | $0.39M | 0.0% | N/A | 0.000% | |
2/16/2021 | AJ Wealth Strategies LLC | 219,279 | $75.36M | 6.6% | +8.8% | 0.040% | |
2/16/2021 | Acorns Advisers LLC | 4,698,513 | $1.61B | 43.7% | +10.8% | 0.856% | |
2/16/2021 | Mcdonald Partners LLC | 16,302 | $5.60M | 1.6% | N/A | 0.003% | |
2/16/2021 | Private Portfolio Partners LLC | 7,834 | $2.69M | 1.0% | +3.3% | 0.001% | |
2/16/2021 | Northern Oak Wealth Management Inc. | 2,175 | $0.75M | 0.1% | -1.6% | 0.000% | |
2/16/2021 | Headinvest LLC | 4,615 | $1.59M | 0.3% | +3.2% | 0.001% | |
2/16/2021 | Glenmede Trust Co. NA | 836,833 | $287.61M | 1.6% | +5.8% | 0.153% | |
2/16/2021 | Heron Financial Group LLC | 17,377 | $6.06M | 4.2% | +2.1% | 0.003% | |
2/16/2021 | Mariner LLC | 89,276 | $30.68M | 0.2% | +5.2% | 0.016% | |
2/16/2021 | Morgan Stanley | 6,258,051 | $2.15B | 0.3% | -2.2% | 1.140% | |
2/16/2021 | BBR Partners LLC | 3,302 | $1.14M | 0.1% | -7.6% | 0.001% | |
2/16/2021 | Ameritas Investment Company LLC | 3,304 | $1.14M | 0.2% | -16.8% | 0.001% | |
2/16/2021 | Cozad Asset Management Inc. | 8,970 | $3.08M | 0.6% | +0.7% | 0.002% | |
2/16/2021 | Advisors Capital Management LLC | 703 | $0.24M | 0.0% | N/A | 0.000% | |
2/16/2021 | ADE LLC | 34,649 | $11.91M | 9.6% | N/A | 0.006% | |
2/16/2021 | Mission Creek Capital Partners Inc. | 1,272 | $0.44M | 0.1% | -7.3% | 0.000% | |
2/16/2021 | DF Dent & Co. Inc. | 15,151 | $5.21M | 0.1% | -4.5% | 0.003% | |
2/16/2021 | CBIZ Investment Advisory Services LLC | 1,762 | $0.48M | 0.0% | +27.4% | 0.000% | |
2/16/2021 | Captrust Financial Advisors | 68,115 | $23.41M | 0.3% | +22.6% | 0.012% | |
2/16/2021 | Vivaldi Capital Management LLC | 12,116 | $4.16M | 0.9% | +9.1% | 0.002% | |