11/1/2024 | Able Wealth Management LLC | 4,647 | $328K | 0.2% | -18.3% | 0.005% | |
11/1/2024 | Hollencrest Capital Management | 1,311 | $93K | 0.0% | -48.2% | 0.002% | |
10/29/2024 | First National Bank Sioux Falls | 54,988 | $3.89M | 1.8% | +13.0% | 0.063% | |
10/29/2024 | Farther Finance Advisors LLC | 28,345 | $2.00M | 0.1% | +22.3% | 0.032% | |
10/25/2024 | Strategic Blueprint LLC | 111,406 | $7.87M | 0.5% | +1.0% | 0.128% | |
10/25/2024 | Fortitude Family Office LLC | 52,432 | $3.71M | 1.5% | +3.8% | 0.060% | |
|
10/24/2024 | Morton Brown Family Wealth LLC | 169,806 | $12M | 4.3% | +171.8% | 0.194% | |
10/23/2024 | Klaas Financial Asset Advisors LLC | 79,192 | $5.60M | 1.0% | +2.3% | 0.091% | |
10/18/2024 | Lam Group Inc. | 15,575 | $1.10M | 0.8% | +61.9% | 0.018% | |
10/10/2024 | Gibson Capital LLC | 23,913 | $1.69M | 0.3% | +13.6% | 0.027% | |
10/9/2024 | UMB Bank n.a. | 16,220 | $1.15M | 0.0% | -3.9% | 0.019% | |
10/8/2024 | Versant Capital Management Inc | 52,471 | $3.71M | 0.8% | -0.6% | 0.060% | |
10/1/2024 | Emprise Bank | 107,803 | $7.62M | 4.4% | +20.8% | 0.123% | |
8/16/2024 | Nemes Rush Group LLC | 1,075 | $70K | 0.0% | +69.3% | 0.001% | |
8/14/2024 | EverSource Wealth Advisors LLC | 43,124 | $2.93M | 0.2% | +6.7% | 0.049% | |
8/9/2024 | Brown Brothers Harriman & Co. | 810 | $53K | 0.0% | +110.4% | 0.001% | |
8/9/2024 | Prime Capital Investment Advisors LLC | 284,704 | $18.49M | 0.3% | -0.7% | 0.326% | |
8/8/2024 | Frontier Asset Management LLC | 90,159 | $5.86M | 2.1% | +10.2% | 0.103% | |
8/6/2024 | Fidelity D & D Bancorp Inc. | 28,460 | $1.85M | 1.4% | +2.5% | 0.033% | |
7/31/2024 | Farther Finance Advisors LLC | 23,174 | $1.51M | 0.1% | +1.8% | 0.027% | |
7/31/2024 | First National Bank Sioux Falls | 48,645 | $3.16M | 1.6% | +32.1% | 0.056% | |
7/30/2024 | Morton Brown Family Wealth LLC | 62,464 | $4.21M | 1.6% | N/A | 0.072% | |
7/29/2024 | Emprise Bank | 89,225 | $5.80M | 3.6% | +22.7% | 0.102% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 6,415 | $417K | 0.0% | +3.5% | 0.007% | |
7/27/2024 | Strategic Blueprint LLC | 110,329 | $7.17M | 0.5% | +1.8% | 0.126% | |
7/11/2024 | Symmetry Partners LLC | 177,148 | $11.51M | 0.6% | -7.0% | 0.203% | |
7/10/2024 | Fortitude Family Office LLC | 50,532 | $3.28M | 1.9% | N/A | 0.058% | |
6/11/2024 | EverSource Wealth Advisors LLC | 40,419 | $2.61M | 0.2% | -8.2% | 0.046% | |
5/21/2024 | LRI Investments LLC | 1,650 | $109K | 0.0% | N/A | 0.002% | |
5/15/2024 | CoreFirst Bank & Trust | 83,697 | $5.51M | 3.4% | -1.2% | 0.096% | |
5/15/2024 | LRI Investments LLC | 1,650 | $110K | 0.0% | N/A | 0.002% | |
5/14/2024 | OLD Mission Capital LLC | 414,622 | $27.31M | 0.5% | +239.4% | 0.475% | |
5/2/2024 | Haverford Trust Co | 1,619,214 | $106.64M | 1.1% | +9.9% | 1.865% | |
4/26/2024 | Opus Capital Group LLC | 315,305 | $20.77M | 3.0% | +1.0% | 0.363% | |
4/23/2024 | Strategic Blueprint LLC | 108,340 | $7.14M | 0.5% | +1.8% | 0.125% | |
4/16/2024 | First National Bank Sioux Falls | 36,823 | $2.43M | 1.3% | +15.2% | 0.068% | |
4/11/2024 | Bull Oak Capital LLC | 46,641 | $3.07M | 2.1% | +14,163.3% | 0.086% | |
4/8/2024 | Emprise Bank | 72,744 | $4.79M | 3.2% | N/A | 0.133% | |
3/18/2024 | CoreFirst Bank & Trust | 84,726 | $5.30M | 3.5% | +22.4% | 0.155% | |
2/20/2024 | Able Wealth Management LLC | 8,614 | $538K | 0.5% | N/A | 0.016% | |
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2/9/2024 | EverSource Wealth Advisors LLC | 44,053 | $2.75M | 0.3% | +8.2% | 0.081% | |
2/9/2024 | Certified Advisory Corp | 10,822 | $676K | 0.1% | +86.0% | 0.020% | |
2/8/2024 | Haverford Trust Co | 1,473,914 | $92.11M | 1.0% | -5.2% | 2.704% | |
2/1/2024 | First National Bank Sioux Falls | 31,974 | $2.00M | 1.0% | +25.6% | 0.059% | |
2/1/2024 | Gradient Capital Advisors LLC | 21,710 | $1.36M | 0.5% | +2.7% | 0.040% | |
1/31/2024 | Opus Capital Group LLC | 312,276 | $19.51M | 3.2% | +3.3% | 0.573% | |
1/25/2024 | Strategic Blueprint LLC | 106,458 | $6.65M | 0.5% | +2.7% | 0.195% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 239,832 | $14.99M | 0.2% | +37.4% | 0.440% | |
1/19/2024 | AdvisorNet Financial Inc | 1,972 | $123K | 0.0% | +349.2% | 0.004% | |
1/19/2024 | Life Planning Partners Inc | 4,070 | $254K | 0.2% | N/A | 0.007% | |
1/12/2024 | Fidelity D & D Bancorp Inc. | 27,687 | $1.73M | 1.3% | -2.4% | 0.051% | |
1/9/2024 | Versant Capital Management Inc | 52,741 | $3.30M | 1.0% | +0.8% | 0.097% | |
1/2/2024 | Symmetry Partners LLC | 190,512 | $11.92M | 0.6% | -15.4% | 0.349% | |
12/18/2023 | CoreFirst Bank & Trust | 69,220 | $4.00M | 2.8% | +34.2% | 0.127% | |
11/30/2023 | Fidelity D & D Bancorp Inc. | 28,354 | $1.64M | 1.7% | N/A | 0.052% | |
11/13/2023 | Hollencrest Capital Management | 2,391 | $138K | 0.0% | N/A | 0.004% | |
11/13/2023 | Certified Advisory Corp | 5,817 | $337K | 0.0% | -12.6% | 0.011% | |
11/13/2023 | Asset Dedication LLC | 8,266 | $479K | 0.0% | +2.7% | 0.015% | |
11/13/2023 | Frontier Asset Management LLC | 80,345 | $4.65M | 2.1% | N/A | 0.147% | |
11/9/2023 | Prime Capital Investment Advisors LLC | 174,570 | $10.10M | 0.2% | +2.8% | 0.320% | |
11/4/2023 | EverSource Wealth Advisors LLC | 40,727 | $2.36M | 0.2% | +8.2% | 0.075% | |
10/27/2023 | Gibson Capital LLC | 21,219 | $1.23M | 0.3% | -1.4% | 0.039% | |
10/19/2023 | SOL Capital Management CO | 3,700 | $214K | 0.0% | -10.3% | 0.007% | |
10/18/2023 | Strategic Blueprint LLC | 103,676 | $6.00M | 0.6% | +3.5% | 0.190% | |
10/12/2023 | RVW Wealth LLC | 4,076 | $236K | 0.0% | -15.2% | 0.007% | |
10/12/2023 | AdvisorNet Financial Inc | 439 | $25K | 0.0% | N/A | 0.001% | |
10/12/2023 | First National Bank Sioux Falls | 25,456 | $1.47M | 0.9% | +29.6% | 0.047% | |
10/12/2023 | Versant Capital Management Inc | 52,323 | $3.03M | 1.0% | +1.1% | 0.096% | |
9/12/2023 | Farther Finance Advisors LLC | 23,460 | $1.35M | 0.3% | +5.5% | 0.043% | |
8/22/2023 | Asset Dedication LLC | 8,049 | $464K | 0.0% | -4.2% | 0.015% | |
8/8/2023 | Haverford Trust Co | 1,552,896 | $89.39M | 1.0% | +7.8% | 2.849% | |
8/7/2023 | CoreFirst Bank & Trust | 51,571 | $2.97M | 2.1% | +26.2% | 0.095% | |
8/4/2023 | EverSource Wealth Advisors LLC | 37,629 | $2.17M | 0.2% | -1.2% | 0.077% | |
7/31/2023 | Opus Capital Group LLC | 310,333 | $17.86M | 3.1% | +1.9% | 0.636% | |
7/19/2023 | Gradient Capital Advisors LLC | 21,110 | $1.22M | 0.5% | -1.9% | 0.043% | |
7/18/2023 | First National Bank Sioux Falls | 19,637 | $1.13M | 0.7% | +28.8% | 0.040% | |
7/17/2023 | Gibson Capital LLC | 21,525 | $1.24M | 0.3% | +1.1% | 0.044% | |
7/10/2023 | Versant Capital Management Inc | 51,762 | $2.98M | 1.0% | -2.3% | 0.106% | |
5/11/2023 | EverSource Wealth Advisors LLC | 38,076 | $2.23M | 0.3% | -1.2% | 0.078% | |
5/5/2023 | Prime Capital Investment Advisors LLC | 4,488 | $262K | 0.0% | N/A | 0.011% | |
4/28/2023 | Strategic Blueprint LLC | 99,138 | $5.80M | 0.6% | +1.7% | 0.233% | |
4/26/2023 | James Investment Research Inc. | 892 | $52K | 0.0% | +45.0% | 0.002% | |
4/25/2023 | Parallel Advisors LLC | 743 | $43K | 0.0% | N/A | 0.002% | |
4/24/2023 | Opus Capital Group LLC | 304,483 | $17.81M | 3.3% | +1.8% | 0.714% | |
4/24/2023 | Asset Dedication LLC | 8,403 | $493K | 0.0% | +25.3% | 0.020% | |
4/18/2023 | WMG Financial Advisors LLC | 34,676 | $2.52M | 2.1% | -9.7% | 0.081% | |
4/18/2023 | First National Bank Sioux Falls | 15,251 | $892K | 0.6% | +50.5% | 0.036% | |
4/18/2023 | Gradient Capital Advisors LLC | 21,524 | $1.26M | 0.5% | -6.1% | 0.050% | |
4/11/2023 | RVW Wealth LLC | 4,804 | $281K | 0.0% | N/A | 0.011% | |
3/6/2023 | OLD Mission Capital LLC | 9,761 | $540K | 0.0% | +5.8% | 0.023% | |
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2/16/2023 | CoreFirst Bank & Trust | 15,485 | $857K | 0.7% | +628.7% | 0.037% | |
2/14/2023 | Atlas Wealth LLC | 4,064 | $225K | 0.1% | N/A | 0.010% | |
2/10/2023 | WMG Financial Advisors LLC | 38,411 | $2.13M | 1.8% | +2.8% | 0.091% | |
2/9/2023 | EverSource Wealth Advisors LLC | 38,548 | $2.13M | 0.3% | +82.2% | 0.091% | |
2/9/2023 | Schwarz Dygos Wheeler Investment Advisors LLC | 52,951 | $2.93M | 1.2% | +6.9% | 0.125% | |
2/6/2023 | Gradient Capital Advisors LLC | 22,927 | $1.27M | 0.6% | +2.0% | 0.054% | |
2/2/2023 | Henrickson Nauta Wealth Advisors Inc. | 151,114 | $8.36M | 6.6% | +5.2% | 0.356% | |
1/31/2023 | Libra Wealth LLC | 30,959 | $1.71M | 0.0% | +2.2% | 0.073% | |
1/27/2023 | First National Bank Sioux Falls | 10,133 | $561K | 0.4% | +33.3% | 0.024% | |
1/26/2023 | Strategic Blueprint LLC | 97,520 | $5.40M | 0.6% | +14.5% | 0.230% | |