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% | |
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% | |
5/24/2024 | Cetera Investment Advisers | 32,029 | $2.06M | 0.0% | +346.0% | 0.564% | |
5/17/2024 | Clear Point Advisors Inc. | 6,087 | $391K | 0.3% | +56.0% | 0.107% | |
5/13/2024 | Secured Retirement Advisors LLC | 20,153 | $1.29M | 1.1% | -2.0% | 0.355% | |
5/9/2024 | Wilkins Investment Counsel Inc. | 3,739 | $240K | 0.0% | N/A | 0.066% | |
5/7/2024 | Meeder Advisory Services Inc. | 3,210 | $206K | 0.0% | N/A | 0.057% | |
5/7/2024 | Benedetti & Gucer Inc. | 17,564 | $1.13M | 0.6% | -15.8% | 0.309% | |
4/30/2024 | J.W. Cole Advisors Inc. | 13,003 | $835K | 0.0% | N/A | 0.229% | |
4/30/2024 | Naples Global Advisors LLC | 5,904 | $379K | 0.0% | N/A | 0.104% | |
4/30/2024 | Commonwealth Equity Services LLC | 22,735 | $1.46M | 0.0% | +30.8% | 0.400% | |
4/23/2024 | Fifth Third Bancorp | 3,942 | $253K | 0.0% | -24.9% | 0.069% | |
4/19/2024 | Sloy Dahl & Holst LLC | 59,076 | $3.79M | 0.9% | +2.6% | 1.036% | |
4/16/2024 | Courier Capital LLC | 16,149 | $1.04M | 0.1% | -6.6% | 0.283% | |
4/8/2024 | RVW Wealth LLC | 114,549 | $7.36M | 0.8% | -12.0% | 1.909% | |
2/26/2024 | Centaurus Financial Inc. | 5,618 | $332K | 0.0% | +20.0% | 0.094% | |
2/16/2024 | Secured Retirement Advisors LLC | 20,568 | $1.22M | 1.2% | N/A | 0.343% | |
2/13/2024 | Northern Trust Corp | 3,375,631 | $199.37M | 0.0% | -1.6% | 56.261% | |
2/13/2024 | Anson Capital Inc. | 12,549 | $741K | 1.2% | +63.3% | 0.209% | |
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2/9/2024 | Franklin Resources Inc. | 21,009 | $1.24M | 0.0% | N/A | 0.350% | |
2/6/2024 | Private Advisor Group LLC | 3,887 | $230K | 0.0% | N/A | 0.065% | |
2/5/2024 | Kestra Private Wealth Services LLC | 6,836 | $404K | 0.0% | -15.2% | 0.114% | |
2/2/2024 | Herold Advisors Inc. | 10,436 | $616K | 0.2% | -3.6% | 0.174% | |
1/31/2024 | Greenleaf Trust | 31,418 | $1.86M | 0.0% | +61.9% | 0.524% | |
1/31/2024 | Red Tortoise LLC | 27,685 | $1.64M | 0.9% | +0.8% | 0.461% | |
1/30/2024 | Sloy Dahl & Holst LLC | 57,606 | $3.40M | 0.7% | +1.3% | 0.960% | |
1/30/2024 | Investors Research Corp | 3,955 | $234K | 0.1% | -7.4% | 0.066% | |
1/26/2024 | REDW Wealth LLC | 15,344 | $906K | 0.3% | -46.3% | 0.256% | |
1/17/2024 | Courier Capital LLC | 17,291 | $1.02M | 0.1% | -2.8% | 0.288% | |
1/16/2024 | Raymond James & Associates | 35,523 | $2.10M | 0.0% | +17.5% | 0.592% | |
1/12/2024 | Advisor Resource Council | 18,775 | $1.11M | 0.1% | N/A | 0.313% | |
1/8/2024 | RVW Wealth LLC | 130,212 | $7.69M | 0.8% | -12.9% | 2.170% | |
11/13/2023 | Northern Trust Corp | 3,429,138 | $185.48M | 0.0% | -0.9% | 57.152% | |
11/13/2023 | LPL Financial LLC | 156,803 | $8.48M | 0.0% | -1.6% | 2.613% | |
11/13/2023 | Kestra Advisory Services LLC | 11,593 | $627K | 0.0% | -34.2% | 0.193% | |
11/13/2023 | PNC Financial Services Group Inc. | 4,950 | $268K | 0.0% | +33.8% | 0.083% | |
11/8/2023 | Herold Advisors Inc. | 10,830 | $586K | 0.2% | -7.9% | 0.181% | |
11/7/2023 | Zions Bancorporation N.A. | 3,409 | $184K | 0.0% | -74.9% | 0.057% | |
11/2/2023 | Kaydan Wealth Management Inc. | 10,979 | $594K | 0.2% | -2.5% | 0.183% | |
11/2/2023 | Sloy Dahl & Holst LLC | 56,886 | $3.08M | 0.7% | +0.8% | 0.948% | |
11/1/2023 | Investors Research Corp | 4,271 | $231K | 0.1% | +6.6% | 0.071% | |
10/31/2023 | Fifth Third Bancorp | 5,250 | $284K | 0.0% | -6.3% | 0.088% | |
10/24/2023 | Bank of New York Mellon Corp | 6,658 | $360K | 0.0% | -85.8% | 0.111% | |
10/24/2023 | Raymond James & Associates | 30,245 | $1.64M | 0.0% | -1.9% | 0.504% | |
10/23/2023 | Commonwealth Equity Services LLC | 17,085 | $924K | 0.0% | +5.0% | 0.285% | |
10/13/2023 | Courier Capital LLC | 17,798 | $963K | 0.1% | -2.4% | 0.297% | |
10/12/2023 | RVW Wealth LLC | 149,575 | $8.09M | 1.0% | -1.7% | 2.493% | |
10/11/2023 | AE Wealth Management LLC | 22,906 | $1.24M | 0.0% | -6.6% | 0.382% | |
8/14/2023 | Investors Research Corp | 4,008 | $224K | 0.1% | +5.8% | 0.067% | |
8/11/2023 | Kestra Advisory Services LLC | 17,611 | $984K | 0.0% | -67.9% | 0.294% | |
8/11/2023 | Northern Trust Corp | 3,459,931 | $193.42M | 0.0% | -4.6% | 57.666% | |
8/10/2023 | Ledyard National Bank | 6,975 | $390K | 0.0% | -3.5% | 0.116% | |
8/10/2023 | Cetera Advisor Networks LLC | 24,319 | $1.36M | 0.0% | -2.2% | 0.405% | |
8/10/2023 | Cetera Investment Advisers | 4,144 | $232K | 0.0% | -62.3% | 0.069% | |
8/9/2023 | Flow Traders U.S. LLC | 5,825 | $326K | 0.0% | -38.4% | 0.097% | |
8/8/2023 | Kestra Private Wealth Services LLC | 7,990 | $447K | 0.0% | -9.1% | 0.133% | |
8/4/2023 | REDW Wealth LLC | 28,569 | $1.60M | 0.5% | -33.3% | 0.476% | |
8/3/2023 | Bank of New York Mellon Corp | 46,805 | $2.62M | 0.0% | -26.3% | 0.780% | |
8/2/2023 | Anson Capital Inc. | 6,587 | $368K | 0.7% | -15.6% | 0.110% | |
8/2/2023 | Bank of Montreal Can | 900 | $50K | 0.0% | N/A | 0.015% | |
7/31/2023 | LPL Financial LLC | 159,320 | $8.91M | 0.0% | +3.6% | 2.655% | |
7/31/2023 | Courier Capital LLC | 18,242 | $1.02M | 0.1% | -5.6% | 0.304% | |
7/28/2023 | Zions Bancorporation N.A. | 13,605 | $761K | 0.1% | N/A | 0.219% | |
7/26/2023 | Red Tortoise LLC | 27,336 | $1.53M | 1.0% | +0.7% | 0.441% | |
7/25/2023 | Ameritas Advisory Services LLC | 23,049 | $1.27M | 0.2% | -16.9% | 0.372% | |
7/20/2023 | Benedetti & Gucer Inc. | 20,881 | $1.17M | 0.6% | +4.3% | 0.337% | |
7/19/2023 | Sloy Dahl & Holst LLC | 56,431 | $3.16M | 0.6% | -1.4% | 0.910% | |
7/17/2023 | Herold Advisors Inc. | 11,763 | $658K | 0.2% | +92.2% | 0.190% | |
7/12/2023 | Pacific Sun Financial Corp | 13,748 | $728K | 0.5% | N/A | 0.222% | |
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7/10/2023 | AE Wealth Management LLC | 24,522 | $1.37M | 0.0% | -2.7% | 0.396% | |
7/7/2023 | RVW Wealth LLC | 152,230 | $8.51M | 1.0% | -1.3% | 2.455% | |
5/18/2023 | Courier Capital LLC | 19,317 | $1.02M | 0.1% | -17.7% | 0.307% | |
5/11/2023 | Investors Research Corp | 3,788 | $201K | 0.1% | +11.2% | 0.060% | |
5/11/2023 | Greenleaf Trust | 20,576 | $1.09M | 0.0% | +6.1% | 0.327% | |
5/10/2023 | REDW Wealth LLC | 42,819 | $2.27M | 0.7% | +1.4% | 0.680% | |
5/10/2023 | LPL Financial LLC | 153,792 | $8.14M | 0.0% | -0.8% | 2.441% | |
5/9/2023 | Tower Research Capital LLC TRC | 4,621 | $245K | 0.0% | +62.5% | 0.073% | |
5/8/2023 | Sigma Planning Corp | 12,847 | $680K | 0.0% | -1.8% | 0.204% | |
4/28/2023 | Ameritas Advisory Services LLC | 27,722 | $1.47M | 0.1% | -52.5% | 0.440% | |