7/11/2025 | First PREMIER Bank | 89,944 | $2.76M | 0.7% | -8.9% | 1.088% | |
7/9/2025 | LifePlan Financial LLC | 141,065 | $4.32M | 3.6% | -1.5% | 1.706% | |
7/7/2025 | RDA Financial Network | 32,134 | $985K | 0.3% | -16.1% | 0.389% | |
5/16/2025 | NewEdge Advisors LLC | 218,719 | $6.28M | 0.0% | +4.0% | 2.610% | |
5/16/2025 | AlTi Global Inc. | 16,070 | $461K | 0.0% | +100.0% | 0.192% | |
5/15/2025 | Royal Bank of Canada | 19,153 | $550K | 0.0% | -27.1% | 0.229% | |
5/14/2025 | Freedom Investment Management Inc. | 71,729 | $2.06M | 0.2% | -7.4% | 0.856% | |
5/13/2025 | Global View Capital Management LLC | 18,635 | $535K | 0.2% | -12.6% | 0.222% | |
5/12/2025 | LaSalle St. Investment Advisors LLC | 287,075 | $8.24M | 1.9% | N/A | 3.426% | |
5/6/2025 | Cetera Investment Advisers | 65,253 | $1.87M | 0.0% | -11.4% | 0.758% | |
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5/1/2025 | CWM LLC | 1,752 | $50K | 0.0% | +41.7% | 0.020% | |
4/30/2025 | Cerity Partners LLC | 2,138,923 | $61.41M | 0.1% | +0.7% | 24.842% | |
4/25/2025 | LifePlan Financial LLC | 143,266 | $4.11M | 3.6% | +2.3% | 1.664% | |
4/24/2025 | Money Concepts Capital Corp | 10,437 | $300K | 0.0% | -42.1% | 0.121% | |
4/23/2025 | Oppenheimer & Co. Inc. | 8,776 | $252K | 0.0% | N/A | 0.102% | |
4/14/2025 | Farther Finance Advisors LLC | 1,400 | $40K | 0.0% | -60.8% | 0.016% | |
4/14/2025 | RDA Financial Network | 38,313 | $1.10M | 0.3% | -11.7% | 0.444% | |
2/17/2025 | Cetera Investment Advisers | 73,622 | $2.16M | 0.0% | -4.3% | 1.165% | |
2/14/2025 | Jane Street Group LLC | 30,532 | $897K | 0.0% | -44.1% | 0.483% | |
2/14/2025 | Freedom Investment Management Inc. | 77,493 | $2.28M | 0.2% | -6.5% | 1.226% | |
2/13/2025 | NewEdge Advisors LLC | 210,313 | $6.18M | 0.0% | -2.2% | 3.328% | |
2/13/2025 | Raymond James Financial Inc. | 21,474 | $631K | 0.0% | N/A | 0.340% | |
2/13/2025 | Cerity Partners LLC | 2,124,467 | $62.39M | 0.1% | -1.8% | 33.615% | |
2/12/2025 | OLD Mission Capital LLC | 11,385 | $334K | 0.0% | -38.7% | 0.180% | |
2/12/2025 | Ausdal Financial Partners Inc. | 27,955 | $821K | 0.1% | +15.5% | 0.442% | |
2/11/2025 | LPL Financial LLC | 18,383 | $540K | 0.0% | -43.2% | 0.291% | |
2/10/2025 | Farther Finance Advisors LLC | 3,569 | $105K | 0.0% | +356,800.0% | 0.056% | |
2/7/2025 | HighTower Advisors LLC | 7,657 | $225K | 0.0% | -33.6% | 0.121% | |
2/7/2025 | Global View Capital Management LLC | 21,326 | $625K | 0.2% | N/A | 0.337% | |
2/6/2025 | Raymond James Financial Inc. | 21,474 | $631K | 0.0% | N/A | 0.340% | |
1/29/2025 | Sovran Advisors LLC | 8,578 | $247K | 0.0% | N/A | 0.136% | |
1/27/2025 | Trilogy Capital Inc. | 114,284 | $3.36M | 0.2% | -12.5% | 1.808% | |
1/27/2025 | Money Concepts Capital Corp | 18,023 | $529K | 0.0% | +4.9% | 0.285% | |
1/24/2025 | McAdam LLC | 110,146 | $3.23M | 0.2% | -1.2% | 1.743% | |
1/17/2025 | First PREMIER Bank | 98,680 | $2.90M | 0.7% | -1.8% | 1.561% | |
1/15/2025 | RDA Financial Network | 43,376 | $1.27M | 0.4% | -33.0% | 0.686% | |
11/15/2024 | Jane Street Group LLC | 54,640 | $1.66M | 0.0% | -80.7% | 0.865% | |
11/15/2024 | HighTower Advisors LLC | 11,533 | $350K | 0.0% | -48.9% | 0.182% | |
11/13/2024 | Freedom Investment Management Inc. | 82,873 | $2.52M | 0.2% | -0.9% | 1.311% | |
11/12/2024 | Cerity Partners LLC | 2,163,576 | $65.79M | 0.1% | -5.1% | 34.234% | |
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11/4/2024 | Axxcess Wealth Management LLC | 165,578 | $5.04M | 0.1% | N/A | 2.620% | |
10/29/2024 | Sollinda Capital Management LLC | 265,270 | $8.07M | 2.3% | N/A | 4.197% | |
10/22/2024 | McAdam LLC | 111,519 | $3.39M | 0.2% | -7.7% | 1.765% | |
10/21/2024 | Trilogy Capital Inc. | 130,585 | $3.97M | 0.2% | -3.4% | 2.066% | |
10/15/2024 | RDA Financial Network | 64,721 | $1.97M | 0.6% | -11.9% | 1.024% | |
10/8/2024 | First PREMIER Bank | 100,485 | $3.06M | 0.8% | -2.8% | 1.590% | |
10/4/2024 | LifePlan Financial LLC | 140,192 | $4.26M | 3.7% | -0.5% | 2.218% | |
8/16/2024 | NewEdge Advisors LLC | 221,226 | $6.28M | 0.0% | +1.7% | 3.500% | |
8/6/2024 | Ausdal Financial Partners Inc. | 24,770 | $703K | 0.1% | -2.5% | 0.392% | |
8/3/2024 | Impact Partnership Wealth LLC | 7,862 | $223K | 0.1% | +11.7% | 0.124% | |
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% | |