5/19/2025 | SCS Capital Management LLC | 14,798 | $1.03M | 0.0% | N/A | 0.255% | |
5/16/2025 | Goldman Sachs Group Inc. | 13,845 | $968K | 0.0% | N/A | 0.239% | |
5/15/2025 | Flputnam Investment Management Co. | 69,240 | $4.84M | 0.1% | N/A | 1.194% | |
5/15/2025 | Royal Bank of Canada | 24,279 | $1.70M | 0.0% | +33.1% | 0.419% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 41,175 | $2.88M | 0.0% | +19.7% | 0.710% | |
5/14/2025 | Texas Capital Bank Wealth Management Services Inc | 38,732 | $2.71M | 0.3% | N/A | 0.668% | |
5/13/2025 | Northern Trust Corp | 3,235,442 | $226.13M | 0.0% | -1.6% | 55.783% | |
5/13/2025 | Raymond James Financial Inc. | 51,343 | $3.59M | 0.0% | +2.9% | 0.885% | |
5/13/2025 | Cresset Asset Management LLC | 4,996 | $349K | 0.0% | N/A | 0.086% | |
5/12/2025 | Virtu Financial LLC | 7,789 | $544K | 0.0% | +12.5% | 0.134% | |
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5/12/2025 | Zions Bancorporation National Association UT | 3,409 | $238K | 0.0% | N/A | 0.059% | |
5/12/2025 | Sloy Dahl & Holst LLC | 66,360 | $4.64M | 0.8% | +3.6% | 1.144% | |
5/12/2025 | Beam Wealth Advisors Inc. | 15,468 | $1.08M | 0.4% | -1.5% | 0.267% | |
5/9/2025 | Blair William & Co. IL | 17,919 | $1.25M | 0.0% | -2.4% | 0.309% | |
5/9/2025 | L & S Advisors Inc | 22,023 | $1.54M | 0.2% | -8.1% | 0.380% | |
5/9/2025 | PNC Financial Services Group Inc. | 972 | $68K | 0.0% | -67.1% | 0.017% | |
5/8/2025 | US Bancorp DE | 4,270 | $298K | 0.0% | +102.2% | 0.074% | |
5/8/2025 | RVW Wealth LLC | 88,014 | $6.15M | 0.6% | -1.8% | 1.517% | |
5/7/2025 | LPL Financial LLC | 151,437 | $10.58M | 0.0% | -0.6% | 2.611% | |
5/6/2025 | Cetera Investment Advisers | 28,197 | $1.97M | 0.0% | +1.3% | 0.488% | |
5/6/2025 | WT Wealth Management | 19,796 | $1.38M | 0.4% | N/A | 0.342% | |
5/5/2025 | J.W. Cole Advisors Inc. | 12,910 | $902K | 0.0% | -1.5% | 0.223% | |
5/5/2025 | Kestra Private Wealth Services LLC | 6,463 | $452K | 0.0% | -3.3% | 0.112% | |
5/1/2025 | Rik Saylor Financial Inc. | 20,338 | $1.42M | 1.3% | -0.9% | 0.352% | |
4/30/2025 | Greenleaf Trust | 27,666 | $1.93M | 0.0% | -6.1% | 0.479% | |
4/30/2025 | Stratos Wealth Partners LTD. | 4,245 | $297K | 0.0% | +17.4% | 0.073% | |
4/29/2025 | Envestnet Asset Management Inc. | 8,403 | $587K | 0.0% | +14.0% | 0.145% | |
4/29/2025 | World Investment Advisors | 4,488 | $314K | 0.0% | -4.2% | 0.078% | |
4/23/2025 | Ledyard National Bank | 5,725 | $400K | 0.0% | -5.8% | 0.099% | |
4/22/2025 | Advisor Resource Council | 23,318 | $1.63M | 0.1% | N/A | 0.403% | |
4/21/2025 | Clear Point Advisors Inc. | 9,759 | $682K | 0.6% | +4.1% | 0.169% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 2,320 | $162K | 0.0% | +63.2% | 0.040% | |
4/15/2025 | Foresight Capital Management Advisors Inc. | 27,752 | $1.94M | 1.2% | N/A | 0.480% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 11,351 | $793K | 0.0% | -1.3% | 0.196% | |
2/18/2025 | White Knight Strategic Wealth Advisors LLC | 8,702 | $611K | 0.3% | +100.0% | 0.153% | |
2/17/2025 | Lionshead Wealth Management LLC | 3,200 | $225K | 0.2% | N/A | 0.056% | |
2/17/2025 | Cetera Investment Advisers | 27,825 | $1.95M | 0.0% | -2.5% | 0.490% | |
2/17/2025 | Citadel Advisors LLC | 8,733 | $613K | 0.0% | -56.7% | 0.154% | |
2/17/2025 | Bank of America Corp DE | 12,068 | $847K | 0.0% | -4.6% | 0.212% | |
2/17/2025 | Ameriprise Financial Inc. | 8,670 | $609K | 0.0% | +4.7% | 0.153% | |
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2/17/2025 | Arrowroot Family Office LLC | 4,528 | $318K | 0.2% | -15.5% | 0.080% | |
2/14/2025 | Northern Trust Corp | 3,288,298 | $230.92M | 0.0% | -0.3% | 57.893% | |
2/14/2025 | Tower Research Capital LLC TRC | 3,011 | $211K | 0.0% | -28.2% | 0.053% | |
2/14/2025 | MML Investors Services LLC | 33,998 | $2.39M | 0.0% | +1.0% | 0.599% | |
2/13/2025 | Raymond James Financial Inc. | 49,898 | $3.50M | 0.0% | N/A | 0.878% | |
2/13/2025 | Envestnet Asset Management Inc. | 7,368 | $517K | 0.0% | -2.0% | 0.130% | |
2/12/2025 | JPMorgan Chase & Co. | 16,494 | $1.16M | 0.0% | +4.5% | 0.290% | |
2/11/2025 | LPL Financial LLC | 152,403 | $10.70M | 0.0% | +1.0% | 2.683% | |
2/11/2025 | Virtu Financial LLC | 6,926 | $486K | 0.0% | +4.9% | 0.122% | |
2/10/2025 | Thrivent Financial for Lutherans | 6,874 | $491K | 0.0% | -4.9% | 0.121% | |
2/10/2025 | Harbour Investments Inc. | 3,065 | $215K | 0.0% | -11.2% | 0.054% | |
2/10/2025 | Commonwealth Equity Services LLC | 13,759 | $966K | 0.0% | -38.8% | 0.242% | |
2/7/2025 | PNC Financial Services Group Inc. | 2,950 | $207K | 0.0% | -36.6% | 0.052% | |
2/7/2025 | Beam Wealth Advisors Inc. | 15,711 | $1.10M | 0.3% | -4.5% | 0.277% | |
2/6/2025 | Raymond James Financial Inc. | 49,898 | $3.50M | 0.0% | N/A | 0.878% | |
2/6/2025 | Jones Financial Companies Lllp | 3,740 | $263K | 0.0% | +49.0% | 0.066% | |
2/3/2025 | Pacific Sun Financial Corp | 13,443 | $944K | 0.5% | -1.5% | 0.237% | |
2/3/2025 | Concurrent Investment Advisors LLC | 3,381 | $237K | 0.0% | N/A | 0.060% | |
2/3/2025 | Clear Point Advisors Inc. | 9,372 | $658K | 0.6% | +10.4% | 0.165% | |
1/31/2025 | J.W. Cole Advisors Inc. | 13,102 | $920K | 0.0% | +1.8% | 0.231% | |
1/30/2025 | Secured Retirement Advisors LLC | 17,771 | $1.25M | 0.7% | -8.7% | 0.313% | |
1/28/2025 | Ledyard National Bank | 6,075 | $427K | 0.0% | -7.6% | 0.107% | |
1/27/2025 | Rik Saylor Financial Inc. | 20,518 | $1.44M | 1.3% | N/A | 0.361% | |
1/27/2025 | Sloy Dahl & Holst LLC | 64,081 | $4.50M | 0.6% | +3.9% | 1.128% | |
1/24/2025 | Red Tortoise LLC | 28,214 | $1.98M | 1.0% | +0.6% | 0.497% | |
1/24/2025 | GPS Wealth Strategies Group LLC | 1,422 | $100K | 0.0% | N/A | 0.025% | |
1/24/2025 | Greenleaf Trust | 29,466 | $2.07M | 0.0% | -4.6% | 0.519% | |
1/23/2025 | RVW Wealth LLC | 89,621 | $6.29M | 0.6% | -2.1% | 1.578% | |
1/15/2025 | Ameritas Advisory Services LLC | 11,199 | $786K | 0.0% | -9.1% | 0.197% | |
1/14/2025 | Laurel Wealth Advisors LLC | 1,077 | $76K | 0.0% | -21.8% | 0.019% | |
12/26/2024 | JPMorgan Chase & Co. | 15,786 | $1.13M | 0.0% | N/A | 0.278% | |
11/20/2024 | Virtu Financial LLC | 6,602 | $472K | 0.0% | N/A | 0.116% | |
11/15/2024 | MML Investors Services LLC | 33,656 | $2.41M | 0.0% | +12.4% | 0.593% | |
11/15/2024 | Stifel Financial Corp | 8,441 | $604K | 0.0% | +8.1% | 0.149% | |
11/12/2024 | Centaurus Financial Inc. | 3,533 | $253K | 0.0% | -38.0% | 0.062% | |
11/12/2024 | L & S Advisors Inc | 23,933 | $1.71M | 0.2% | -4.7% | 0.421% | |
11/8/2024 | Prospera Financial Services Inc | 4,011 | $287K | 0.0% | N/A | 0.071% | |
11/4/2024 | Beam Wealth Advisors Inc. | 16,457 | $1.18M | 0.4% | -2.6% | 0.290% | |
10/24/2024 | Anson Capital Inc. | 11,996 | $858K | 0.8% | -6.7% | 0.211% | |
10/24/2024 | J.W. Cole Advisors Inc. | 12,868 | $920K | 0.0% | +2.4% | 0.227% | |
10/22/2024 | Courier Capital LLC | 15,440 | $1.10M | 0.1% | -3.9% | 0.272% | |
10/22/2024 | Greenleaf Trust | 30,874 | $2.21M | 0.0% | -1.7% | 0.544% | |
10/18/2024 | Raymond James & Associates | 47,897 | $3.43M | 0.0% | +12.6% | 0.843% | |
10/17/2024 | Sloy Dahl & Holst LLC | 61,674 | $4.41M | 0.8% | +5.0% | 1.086% | |
9/23/2024 | Centaurus Financial Inc. | 5,694 | $373K | 0.0% | +23.0% | 0.100% | |
8/22/2024 | Cetera Investment Advisers | 31,593 | $2.07M | 0.0% | -1.4% | 0.556% | |
8/14/2024 | Clear Point Advisors Inc. | 7,228 | $474K | 0.4% | +18.7% | 0.127% | |
8/13/2024 | Thrivent Financial for Lutherans | 7,265 | $476K | 0.0% | -16.7% | 0.128% | |
8/10/2024 | L & S Advisors Inc | 25,115 | $1.65M | 0.2% | +1.0% | 0.442% | |
8/8/2024 | J.W. Cole Advisors Inc. | 12,566 | $824K | 0.0% | -3.4% | 0.221% | |
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8/7/2024 | Anson Capital Inc. | 12,857 | $843K | 0.8% | +1.6% | 0.226% | |
8/7/2024 | Beam Wealth Advisors Inc. | 16,896 | $1.11M | 0.4% | N/A | 0.297% | |
7/31/2024 | Commonwealth Equity Services LLC | 22,209 | $1.46M | 0.0% | -2.3% | 0.391% | |
7/29/2024 | Ameritas Advisory Services LLC | 14,097 | $924K | 0.0% | -1.4% | 0.248% | |
7/24/2024 | Herold Advisors Inc. | 10,252 | $672K | 0.2% | +3.6% | 0.180% | |
7/22/2024 | Sloy Dahl & Holst LLC | 58,733 | $3.85M | 0.8% | -0.6% | 1.034% | |
7/19/2024 | Raymond James & Associates | 42,525 | $2.79M | 0.0% | +7.3% | 0.749% | |
7/11/2024 | Kaydan Wealth Management Inc. | 11,673 | $765K | 0.3% | +7.5% | 0.206% | |
7/8/2024 | RVW Wealth LLC | 93,046 | $6.10M | 0.6% | -18.8% | 1.638% | |
5/24/2024 | Cetera Advisors LLC | 9,237 | $593K | 0.0% | N/A | 0.163% | |