7/24/2024 | McAdam LLC | 120,763 | $3.43M | 0.2% | +2.6% | 1.911% | |
7/17/2024 | First PREMIER Bank | 103,374 | $2.93M | 0.8% | -15.2% | 1.636% | |
7/10/2024 | RDA Financial Network | 73,494 | $2.09M | 0.7% | -29.0% | 1.163% | |
5/10/2024 | Osaic Holdings Inc. | 515,261 | $14.39M | 0.0% | +0.8% | 8.153% | |
4/30/2024 | LifePlan Financial LLC | 141,024 | $3.94M | 3.6% | -1.2% | 2.231% | |
4/26/2024 | Meridian Wealth Management LLC | 8,853 | $246K | 0.0% | -9.6% | 0.139% | |
|
4/25/2024 | Capital Investment Advisory Services LLC | 1,355 | $38K | 0.0% | N/A | 0.021% | |
4/23/2024 | McAdam LLC | 117,729 | $3.29M | 0.2% | +3.4% | 1.854% | |
4/17/2024 | Trilogy Capital Inc. | 136,045 | $3.80M | 0.2% | -4.5% | 2.142% | |
4/12/2024 | First PREMIER Bank | 121,885 | $3.40M | 0.9% | -0.8% | 1.453% | |
4/11/2024 | RDA Financial Network | 103,565 | $2.89M | 1.0% | -0.5% | 1.234% | |
2/8/2024 | Meridian Wealth Management LLC | 9,790 | $259K | 0.0% | -55.1% | 0.117% | |
2/6/2024 | Coulter & Justus Financial Services LLC | 12,750 | $339K | 0.2% | N/A | 0.152% | |
2/5/2024 | McAdam LLC | 113,902 | $3.03M | 0.2% | -2.7% | 1.358% | |
1/30/2024 | LifePlan Financial LLC | 142,680 | $3.79M | 3.8% | N/A | 1.701% | |
1/26/2024 | Cerity Partners LLC | 2,477,351 | $65.80M | 0.1% | -4.6% | 29.527% | |
1/25/2024 | International Assets Investment Management LLC | 19,416 | $5.16M | 0.0% | -17.9% | 0.231% | |
1/24/2024 | International Assets Investment Management LLC | 19,416 | $5.16M | 0.0% | -17.9% | 0.231% | |
1/17/2024 | First PREMIER Bank | 122,905 | $3.26M | 0.9% | -1.2% | 1.465% | |
1/12/2024 | RDA Financial Network | 104,111 | $2.77M | 1.0% | -1.5% | 1.241% | |
1/12/2024 | Trilogy Capital Inc. | 142,398 | $3.78M | 0.2% | -3.0% | 1.697% | |
1/11/2024 | Brookstone Capital Management | 7,745 | $206K | 0.0% | N/A | 0.092% | |
1/11/2024 | Ausdal Financial Partners Inc. | 21,006 | $558K | 0.1% | -17.4% | 0.250% | |
11/15/2023 | Axxcess Wealth Management LLC | 197,779 | $4.72M | 0.2% | +295.4% | 2.357% | |
11/13/2023 | LPL Financial LLC | 227,252 | $5.43M | 0.0% | +62.3% | 2.709% | |
11/13/2023 | Kestra Advisory Services LLC | 24,043 | $574K | 0.0% | -79.2% | 0.287% | |
11/8/2023 | HighTower Advisors LLC | 37,903 | $907K | 0.0% | N/A | 0.452% | |
10/31/2023 | McAdam LLC | 117,053 | $2.80M | 0.2% | +5.1% | 1.395% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 761,777 | $18.19M | 0.1% | -4.0% | 9.080% | |
10/18/2023 | RDA Financial Network | 105,644 | $2.52M | 1.1% | -1.6% | 1.259% | |
10/17/2023 | Meridian Wealth Management LLC | 21,816 | $523K | 0.0% | -21.9% | 0.260% | |
10/17/2023 | Impact Partnership Wealth LLC | 10,063 | $240K | 0.1% | +359.7% | 0.120% | |
10/16/2023 | Trilogy Capital Inc. | 146,834 | $3.51M | 0.2% | +1.8% | 1.750% | |
10/16/2023 | First PREMIER Bank | 124,335 | $2.97M | 0.9% | -9.4% | 1.482% | |
10/11/2023 | AE Wealth Management LLC | 10,063 | $240K | 0.0% | N/A | 0.120% | |
10/10/2023 | International Assets Investment Management LLC | 23,650 | $565K | 0.1% | N/A | 0.282% | |
10/4/2023 | International Assets Investment Management LLC | 23,650 | $565K | 0.0% | N/A | 0.282% | |
8/14/2023 | Cerity Partners LLC | 2,846,886 | $73.25M | 0.3% | N/A | 33.932% | |
8/14/2023 | Eqis Capital Management Inc. | 88,757 | $2.28M | 0.3% | -1.0% | 1.058% | |
8/11/2023 | Kestra Advisory Services LLC | 115,688 | $2.98M | 0.0% | -54.5% | 1.379% | |
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8/10/2023 | Osaic Holdings Inc. | 512,657 | $13.19M | 0.0% | +2.4% | 6.110% | |
8/10/2023 | Cetera Advisors LLC | 34,873 | $897K | 0.0% | -25.8% | 0.416% | |
8/10/2023 | Financial Architects Inc | 39,033 | $1.00M | 0.2% | -2.9% | 0.465% | |
8/3/2023 | CWM LLC | 1,898 | $49K | 0.0% | -87.6% | 0.023% | |
8/2/2023 | Meridian Wealth Management LLC | 27,943 | $719K | 0.1% | -20.6% | 0.333% | |
8/2/2023 | McAdam LLC | 111,335 | $2.87M | 0.2% | -33.0% | 1.327% | |
8/1/2023 | Money Concepts Capital Corp | 9,176 | $236K | 0.0% | N/A | 0.109% | |
7/31/2023 | LPL Financial LLC | 140,052 | $3.60M | 0.0% | +237.7% | 1.669% | |
7/28/2023 | Private Trust Co. NA | 1,614 | $42K | 0.0% | N/A | 0.018% | |
7/26/2023 | National Bank of Canada FI | 1,922 | $49K | 0.0% | -22.9% | 0.022% | |
7/24/2023 | Trilogy Capital Inc. | 144,232 | $3.76M | 0.2% | +3.3% | 1.628% | |
7/17/2023 | Impact Partnership Wealth LLC | 2,189 | $56K | 0.0% | N/A | 0.025% | |
7/13/2023 | First PREMIER Bank | 137,285 | $3.53M | 1.0% | -2.2% | 1.549% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 793,654 | $20.42M | 0.1% | -4.5% | 8.958% | |
5/12/2023 | Financial Architects Inc | 40,210 | $1.03M | 0.2% | -10.0% | 0.432% | |
5/12/2023 | NewEdge Advisors LLC | 310,760 | $7.94M | 0.1% | +38.2% | 3.342% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 831,163 | $21.24M | 0.1% | -8.6% | 8.937% | |
5/3/2023 | Axxcess Wealth Management LLC | 50,024 | $1.28M | 0.1% | +14.7% | 0.538% | |
5/1/2023 | CWM LLC | 15,264 | $390K | 0.0% | +437.1% | 0.164% | |
4/28/2023 | Ameritas Advisory Services LLC | 5,965 | $153K | 0.0% | N/A | 0.064% | |
4/27/2023 | Tiedemann Advisors LLC | 8,035 | $205K | 0.0% | N/A | 0.086% | |
4/26/2023 | Chicago Partners Investment Group LLC | 8,825 | $226K | 0.0% | -13.7% | 0.095% | |
4/24/2023 | McAdam LLC | 166,134 | $4.24M | 0.4% | +7.9% | 1.786% | |
4/18/2023 | IFP Advisors Inc | 1,010 | $25K | 0.0% | -81.5% | 0.011% | |
4/17/2023 | Trilogy Capital Inc. | 139,687 | $3.57M | 0.3% | -1.3% | 1.502% | |
4/12/2023 | RDA Financial Network | 107,442 | $2.75M | 1.3% | -2.4% | 1.091% | |
3/6/2023 | OLD Mission Capital LLC | 22,767 | $557K | 0.0% | N/A | 0.231% | |
2/15/2023 | Eqis Capital Management Inc. | 174,161 | $4.26M | 0.5% | -8.6% | 1.765% | |
2/13/2023 | Heritage Wealth Management LLC | 1,298 | $32K | 0.0% | +71.0% | 0.013% | |
2/10/2023 | Advisor Group Holdings Inc. | 462,765 | $11.31M | 0.0% | -15.4% | 4.689% | |
2/9/2023 | Sowell Financial Services LLC | 10,305 | $252K | 0.0% | N/A | 0.104% | |
2/9/2023 | Trilogy Capital Inc. | 141,485 | $3.46M | 0.2% | -11.1% | 1.433% | |
2/8/2023 | Belpointe Asset Management LLC | 3,048 | $75K | 0.0% | -49.6% | 0.031% | |
2/8/2023 | Prospera Financial Services Inc | 11,903 | $291K | 0.0% | -16.2% | 0.121% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 909,050 | $22.23M | 0.1% | -5.2% | 9.210% | |
2/7/2023 | Richard W. Paul & Associates LLC | 1,776 | $43K | 0.0% | N/A | 0.018% | |
2/7/2023 | LPL Financial LLC | 42,643 | $1.04M | 0.0% | -36.3% | 0.432% | |
2/7/2023 | IFP Advisors Inc | 5,459 | $139K | 0.0% | -60.2% | 0.055% | |
2/7/2023 | Financial Architects Inc | 44,698 | $1.09M | 0.2% | -22.3% | 0.453% | |
2/3/2023 | Ausdal Financial Partners Inc. | 25,797 | $631K | 0.1% | -4.4% | 0.261% | |
2/3/2023 | Capital Investment Advisory Services LLC | 1,189 | $29K | 0.0% | -51.3% | 0.012% | |
2/2/2023 | ARGI Investment Services LLC | 3,013,438 | $73.68M | 2.4% | +1.6% | 30.531% | |
1/31/2023 | Kestra Advisory Services LLC | 262,458 | $6.42M | 0.1% | -9.9% | 2.659% | |
1/30/2023 | International Assets Investment Management LLC | 1,086,601 | $1.22M | 0.1% | +70,873.3% | 11.009% | |
1/27/2023 | McAdam LLC | 153,960 | $5.32M | 0.5% | -2.8% | 1.560% | |
1/24/2023 | International Assets Investment Management LLC | 1,086,601 | $1.22M | 0.2% | +70,873.3% | 10.965% | |
1/17/2023 | First PREMIER Bank | 140,522 | $3.44M | 1.0% | -47.1% | 1.417% | |
1/17/2023 | Darwin Wealth Management LLC | 90,183 | $2.30M | 0.6% | +1.2% | 0.909% | |
1/17/2023 | Horan Securities Inc. | 5,411 | $132K | 0.1% | -51.4% | 0.055% | |
1/13/2023 | Cooper Financial Group | 13,673 | $334K | 0.1% | -22.8% | 0.138% | |
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1/10/2023 | RDA Financial Network | 110,049 | $2.69M | 1.4% | +3.7% | 1.096% | |
1/9/2023 | Brookstone Capital Management | 8,204 | $206K | 0.0% | N/A | 0.082% | |
1/9/2023 | CGN Advisors LLC | 9,520 | $233K | 0.0% | -17.7% | 0.095% | |
11/15/2022 | Leelyn Smith LLC | 4,014 | $100K | 0.0% | -74.4% | 0.036% | |
11/15/2022 | Financial Architects Inc | 57,502 | $1.43M | 0.2% | -30.9% | 0.513% | |
11/15/2022 | Belpointe Asset Management LLC | 6,043 | $150K | 0.0% | -26.1% | 0.054% | |
11/14/2022 | Ameritas Advisory Services LLC | 32,987 | $819K | 0.0% | -45.2% | 0.294% | |
11/14/2022 | MML Investors Services LLC | 340,122 | $8.44M | 0.1% | -0.4% | 3.034% | |
11/10/2022 | Envestnet Asset Management Inc. | 253,134 | $6.28M | 0.0% | +4.7% | 2.258% | |
11/9/2022 | Ausdal Financial Partners Inc. | 26,978 | $670K | 0.1% | -20.3% | 0.241% | |