10/29/2024 | Lansing Street Advisors | 12,553 | $538K | 0.2% | -14.4% | 0.279% | |
10/24/2024 | PFG Investments LLC | 4,747 | $204K | 0.0% | -79.4% | 0.105% | |
10/22/2024 | International Assets Investment Management LLC | 3,945 | $169K | 0.0% | +4,188.0% | 0.088% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 12,012 | $515K | 0.0% | +14.5% | 0.267% | |
8/22/2024 | Cetera Investment Advisers | 67,574 | $2.72M | 0.0% | +17.0% | 1.502% | |
8/15/2024 | Main Management ETF Advisors LLC | 365,660 | $14.74M | 0.7% | +0.8% | 8.126% | |
|
8/7/2024 | Ashton Thomas Private Wealth LLC | 1,000 | $40K | 0.0% | N/A | 0.022% | |
8/7/2024 | PFG Investments LLC | 23,095 | $931K | 0.1% | -9.3% | 0.513% | |
7/16/2024 | Burke & Herbert Bank & Trust Co. | 5,670 | $229K | 0.1% | N/A | 0.126% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 10,487 | $423K | 0.0% | +12.0% | 0.233% | |
5/24/2024 | Cetera Advisors LLC | 54,995 | $2.28M | 0.0% | +203.8% | 1.222% | |
5/24/2024 | Cetera Investment Advisers | 57,740 | $2.40M | 0.0% | N/A | 1.283% | |
5/7/2024 | NTV Asset Management LLC | 19,730 | $819K | 0.1% | -3.9% | 0.438% | |
5/1/2024 | Janney Montgomery Scott LLC | 10,658 | $443K | 0.0% | N/A | 0.237% | |
4/23/2024 | Gerber LLC | 5,371 | $223K | 0.2% | -48.2% | 0.114% | |
4/22/2024 | PFG Investments LLC | 25,460 | $1.06M | 0.1% | N/A | 0.542% | |
4/15/2024 | Brookstone Capital Management | 5,173 | $215K | 0.0% | N/A | 0.110% | |
3/5/2024 | Gerber LLC | 10,371 | $391K | 0.4% | N/A | 0.155% | |
2/13/2024 | Stevard LLC | 11,926 | $450K | 0.4% | +32.4% | 0.178% | |
2/12/2024 | Tradition Wealth Management LLC | 146,892 | $5.54M | 0.6% | +2.2% | 2.192% | |
2/12/2024 | Hudson Value Partners LLC | 6,035 | $228K | 0.1% | -42.3% | 0.090% | |
2/6/2024 | NTV Asset Management LLC | 20,530 | $774K | 0.1% | -11.6% | 0.306% | |
2/1/2024 | First National Bank Sioux Falls | 10,190 | $384K | 0.2% | -20.0% | 0.152% | |
1/30/2024 | SFI Advisors LLC | 59,536 | $2.25M | 1.9% | -0.7% | 0.889% | |
1/24/2024 | International Assets Investment Management LLC | 3,469 | $131K | 0.0% | +3,670.7% | 0.052% | |
1/19/2024 | Synergy Asset Management LLC | 110,084 | $4.15M | 0.7% | N/A | 1.643% | |
1/17/2024 | Twin Peaks Wealth Advisors LLC | 5,647 | $213K | 0.1% | N/A | 0.084% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 8,788 | $308K | 0.0% | +16.6% | 0.131% | |
11/16/2023 | Orion Capital Management LLC | 1,500 | $48K | 0.0% | N/A | 0.022% | |
11/14/2023 | Tower Research Capital LLC TRC | 13,105 | $419K | 0.0% | -2.6% | 0.196% | |
11/6/2023 | NTV Asset Management LLC | 23,230 | $743K | 0.1% | -8.8% | 0.347% | |
10/30/2023 | SFI Advisors LLC | 59,979 | $1.92M | 1.9% | +3.5% | 0.895% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 7,599 | $243K | 0.0% | -7.0% | 0.113% | |
10/12/2023 | First National Bank Sioux Falls | 12,737 | $407K | 0.2% | N/A | 0.190% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 7,538 | $241K | 0.0% | N/A | 0.113% | |
8/18/2023 | SFI Advisors LLC | 57,974 | $1.90M | 1.8% | +7.0% | 0.865% | |
8/11/2023 | Lansing Street Advisors | 1,891 | $62K | 0.0% | N/A | 0.028% | |
8/10/2023 | Cetera Advisors LLC | 17,848 | $584K | 0.0% | +3.7% | 0.266% | |
8/3/2023 | AlphaStar Capital Management LLC | 16,184 | $529K | 0.1% | N/A | 0.242% | |
8/2/2023 | Synergy Asset Management LLC | 111,024 | $3.63M | 0.9% | N/A | 2.362% | |
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7/31/2023 | LPL Financial LLC | 36,517 | $1.19M | 0.0% | -20.4% | 0.777% | |
7/21/2023 | Creative Planning | 11,503 | $376K | 0.0% | N/A | 0.245% | |
7/11/2023 | Worth Asset Management LLC | 2,305 | $75K | 0.1% | N/A | 0.049% | |
7/10/2023 | Appleton Partners Inc. MA | 6,434 | $210K | 0.0% | N/A | 0.137% | |
5/12/2023 | Main Management ETF Advisors LLC | 270,250 | $7.91M | 0.7% | +30.5% | 5.750% | |
5/12/2023 | Tradition Wealth Management LLC | 151,485 | $4.43M | 0.6% | +0.7% | 3.223% | |
5/9/2023 | Tower Research Capital LLC TRC | 28,930 | $847K | 0.0% | +94.1% | 0.616% | |
5/9/2023 | Hudson Value Partners LLC | 10,460 | $306K | 0.2% | -8.1% | 0.223% | |
5/5/2023 | NTV Asset Management LLC | 25,340 | $742K | 0.1% | -7.3% | 0.539% | |
5/2/2023 | Ieq Capital LLC | 7,958 | $233K | 0.0% | N/A | 0.169% | |
4/28/2023 | Wealthfront Advisers LLC | 7,037 | $206K | 0.0% | N/A | 0.150% | |
2/15/2023 | Main Management ETF Advisors LLC | 207,060 | $5.12M | 0.5% | +5.1% | 4.226% | |
2/8/2023 | NTV Asset Management LLC | 27,340 | $676K | 0.1% | -18.9% | 0.558% | |
2/8/2023 | Belpointe Asset Management LLC | 2,342 | $58K | 0.0% | N/A | 0.048% | |
2/7/2023 | LPL Financial LLC | 51,643 | $1.28M | 0.0% | -27.7% | 1.054% | |
2/7/2023 | Envestnet Asset Management Inc. | 27,853 | $689K | 0.0% | +26.9% | 0.568% | |
2/6/2023 | Arete Wealth Advisors LLC | 10,158 | $171.50B | 0.0% | N/A | 0.207% | |
2/3/2023 | Tradition Wealth Management LLC | 150,457 | $3.72M | 0.5% | +31.9% | 3.071% | |
1/30/2023 | Hudson Value Partners LLC | 11,385 | $281K | 0.2% | -11.0% | 0.232% | |
1/20/2023 | Apeiron RIA LLC | 16,331 | $404K | 0.2% | +3.0% | 0.333% | |
1/9/2023 | Summit Financial Group Inc. | 14,555 | $360K | 0.1% | -4.6% | 0.283% | |
12/13/2022 | Houlihan Financial Resource Group Ltd. | 34,150 | $941K | 0.6% | N/A | 0.615% | |
11/15/2022 | Stevard LLC | 9,743 | $277K | 0.3% | N/A | 0.179% | |
11/15/2022 | Financial Advocates Investment Management | 3,735 | $208K | 0.0% | N/A | 0.067% | |
11/14/2022 | MML Investors Services LLC | 22,285 | $633K | 0.0% | +8.5% | 0.402% | |
11/10/2022 | Tower Research Capital LLC TRC | 53,195 | $1.51M | 0.0% | +700.6% | 0.958% | |
11/8/2022 | IFP Advisors Inc | 9,735 | $288K | 0.0% | +1,124.5% | 0.175% | |
11/8/2022 | Hudson Value Partners LLC | 12,785 | $363K | 0.2% | -4.4% | 0.230% | |
11/7/2022 | Ameliora Wealth Management Ltd. | 1,000 | $27K | 0.0% | N/A | 0.018% | |
11/7/2022 | NTV Asset Management LLC | 33,710 | $957K | 0.2% | -4.9% | 0.607% | |
11/1/2022 | Personal CFO Solutions LLC | 7,590 | $216K | 0.1% | -36.7% | 0.142% | |
10/18/2022 | Apeiron RIA LLC | 15,853 | $436K | 0.2% | N/A | 0.291% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 9,548 | $271K | 0.0% | -29.6% | 0.175% | |
8/17/2022 | Castleview Partners LLC | 2,000 | $51K | 0.0% | +1,279.3% | 0.032% | |
8/13/2022 | Flow Traders U.S. LLC | 12,436 | $374K | 0.0% | N/A | 0.201% | |
8/11/2022 | Cetera Advisors LLC | 14,285 | $430K | 0.0% | N/A | 0.230% | |
8/11/2022 | SFI Advisors LLC | 28,686 | $863K | 1.0% | +22.3% | 0.463% | |
8/8/2022 | Synergy Asset Management LLC | 150,170 | $4.52M | 1.2% | N/A | 2.422% | |
8/5/2022 | Personal CFO Solutions LLC | 11,990 | $361K | 0.1% | -22.6% | 0.193% | |
8/3/2022 | Envestnet Asset Management Inc. | 22,544 | $679K | 0.0% | -29.1% | 0.364% | |
8/2/2022 | Tradition Wealth Management LLC | 116,724 | $3.52M | 0.5% | +24.0% | 1.868% | |
7/29/2022 | Hudson Value Partners LLC | 13,375 | $403K | 0.3% | -3.1% | 0.214% | |
7/28/2022 | NTV Asset Management LLC | 35,460 | $1.07M | 0.2% | -14.9% | 0.567% | |
7/19/2022 | Commonwealth Equity Services LLC | 9,676 | $291K | 0.0% | -14.1% | 0.152% | |
7/18/2022 | Western Wealth Management LLC | 7,738 | $234K | 0.0% | -9.4% | 0.122% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 13,569 | $409K | 0.0% | -18.7% | 0.215% | |
5/16/2022 | SFI Advisors LLC | 23,457 | $1.03M | 0.6% | +55.9% | 0.388% | |
5/11/2022 | Tradition Wealth Management LLC | 94,132 | $4.15M | 0.5% | +43.4% | 1.637% | |
5/11/2022 | Patriot Financial Group Insurance Agency LLC | 700 | $31K | 0.0% | -70.5% | 0.012% | |
5/10/2022 | Level Four Advisory Services LLC | 4,825 | $213K | 0.0% | N/A | 0.085% | |
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5/10/2022 | Western Wealth Management LLC | 8,538 | $376K | 0.0% | +86.9% | 0.150% | |
5/9/2022 | Csenge Advisory Group | 5,397 | $238K | 0.0% | -40.2% | 0.095% | |
5/9/2022 | Qube Research & Technologies Ltd | 10,829 | $477K | 0.0% | -16.8% | 0.190% | |
5/6/2022 | NTV Asset Management LLC | 41,660 | $1.84M | 0.3% | -12.0% | 0.744% | |
5/4/2022 | Advisor Group Holdings Inc. | 27,339 | $1.35M | 0.0% | -46.8% | 0.497% | |
5/4/2022 | Commonwealth Equity Services LLC | 11,267 | $496K | 0.0% | -17.4% | 0.205% | |
5/4/2022 | Envestnet Asset Management Inc. | 31,805 | $1.40M | 0.0% | +12.6% | 0.578% | |
5/2/2022 | Steward Partners Investment Advisory LLC | 5,025 | $222K | 0.0% | -5.3% | 0.091% | |
5/2/2022 | Personal CFO Solutions LLC | 15,490 | $683K | 0.1% | -5.6% | 0.282% | |
4/26/2022 | Activest Wealth Management | 959 | $42K | 0.0% | N/A | 0.018% | |