10/31/2024 | Mainstream Capital Management LLC | 6,576 | $300K | 0.3% | N/A | 0.004% | |
10/30/2024 | Crescent Grove Advisors LLC | 124,808 | $5.70M | 0.6% | -7.4% | 0.073% | |
10/29/2024 | Janney Montgomery Scott LLC | 123,724 | $5.65M | 0.0% | -4.4% | 0.073% | |
10/29/2024 | Farther Finance Advisors LLC | 39,794 | $1.82M | 0.1% | +0.6% | 0.023% | |
10/25/2024 | AMI Asset Management Corp | 12,028 | $549K | 0.0% | N/A | 0.007% | |
10/23/2024 | Dumont & Blake Investment Advisors LLC | 39,612 | $1.81M | 0.5% | -49.0% | 0.023% | |
|
10/21/2024 | Whittier Trust Co. | 5,842 | $267K | 0.0% | +217.2% | 0.003% | |
10/10/2024 | Brown Miller Wealth Management LLC | 5,084 | $232K | 0.1% | N/A | 0.003% | |
10/10/2024 | Valeo Financial Advisors LLC | 22,426 | $1.02M | 0.0% | +1.1% | 0.013% | |
10/8/2024 | First PREMIER Bank | 76,962 | $3.51M | 0.9% | +0.9% | 0.045% | |
10/8/2024 | Future Financial Wealth Managment LLC | 1,480 | $68K | 0.0% | N/A | 0.001% | |
10/8/2024 | Heartwood Wealth Advisors LLC | 113,061 | $5.16M | 0.6% | +3.9% | 0.066% | |
8/14/2024 | Fairscale Capital LLC | 2,969 | $126K | 0.1% | N/A | 0.002% | |
8/12/2024 | Waterloo Capital L.P. | 59,212 | $2.38M | 0.3% | N/A | 0.035% | |
8/8/2024 | Parallel Advisors LLC | 14,696 | $591K | 0.0% | +1,137.0% | 0.009% | |
8/7/2024 | Vantage Financial Partners LLC | 29,954 | $1.21M | 0.3% | -11.8% | 0.018% | |
8/7/2024 | Wedbush Securities Inc. | 65,457 | $2.63M | 0.1% | -22.0% | 0.038% | |
8/7/2024 | Invera Wealth Advisors LLC | 19,590 | $808K | 0.8% | -2.0% | 0.012% | |
7/31/2024 | Farther Finance Advisors LLC | 39,549 | $1.58M | 0.1% | -12.2% | 0.023% | |
7/31/2024 | IFG Advisory LLC | 45,461 | $1.83M | 0.1% | +1.1% | 0.027% | |
7/31/2024 | Rothschild Investment LLC | 6,560 | $264K | 0.0% | N/A | 0.004% | |
7/27/2024 | Strategic Blueprint LLC | 4,974 | $200K | 0.0% | -17.0% | 0.003% | |
7/26/2024 | First Command Advisory Services Inc. | 1,381,784 | $55.59M | 0.6% | -9.3% | 0.812% | |
7/24/2024 | Family Firm Inc. | 4,291 | $173K | 0.0% | N/A | 0.003% | |
7/23/2024 | Crescent Grove Advisors LLC | 134,798 | $5.42M | 0.6% | -0.8% | 0.079% | |
7/20/2024 | Continuum Advisory LLC | 9,996 | $402K | 0.1% | -8.3% | 0.006% | |
7/17/2024 | First PREMIER Bank | 76,292 | $3.07M | 0.8% | -0.8% | 0.045% | |
5/17/2024 | Comerica Bank | 10,228 | $416K | 0.0% | -29.3% | 0.006% | |
5/15/2024 | Flow Traders U.S. LLC | 79,082 | $3.22M | 0.2% | +35.0% | 0.046% | |
5/13/2024 | Financial Gravity Asset Management Inc. | 253,189 | $10.31M | 2.6% | -91.0% | 0.149% | |
5/3/2024 | Whittier Trust Co. | 1,842 | $75K | 0.0% | +1,723.8% | 0.001% | |
5/2/2024 | First Command Advisory Services Inc. | 1,523,825 | $62.03M | 0.6% | -9.5% | 0.896% | |
5/1/2024 | Janney Montgomery Scott LLC | 140,110 | $5.70M | 0.0% | +18.0% | 0.082% | |
4/30/2024 | SWS Partners | 195,291 | $7.95M | 2.4% | -0.2% | 0.114% | |
4/29/2024 | Crescent Grove Advisors LLC | 135,883 | $5.53M | 0.6% | +0.8% | 0.080% | |
4/25/2024 | Lindbrook Capital LLC | 14,062 | $572K | 0.1% | -6.9% | 0.008% | |
4/25/2024 | L.M. Kohn & Company | 14,841 | $604K | 0.2% | -12.4% | 0.009% | |
4/25/2024 | Valeo Financial Advisors LLC | 21,958 | $875K | 0.0% | +1.8% | 0.013% | |
4/23/2024 | Strategic Blueprint LLC | 5,992 | $244K | 0.0% | N/A | 0.004% | |
4/22/2024 | Invera Wealth Advisors LLC | 19,980 | $768K | 0.6% | -2.2% | 0.012% | |
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4/17/2024 | Dumont & Blake Investment Advisors LLC | 36,268 | $1.48M | 0.4% | +30.6% | 0.021% | |
4/16/2024 | Tsfg LLC | 2,000 | $81K | 0.0% | N/A | 0.001% | |
4/15/2024 | Future Financial Wealth Managment LLC | 1,480 | $60K | 0.0% | N/A | 0.001% | |
4/12/2024 | First PREMIER Bank | 76,911 | $3.13M | 0.8% | -2.4% | 0.043% | |
4/12/2024 | Westend Capital Management LLC | 1,277 | $52K | 0.0% | N/A | 0.001% | |
4/11/2024 | City Holding Co. | 2,552 | $104K | 0.0% | -9.9% | 0.001% | |
4/2/2024 | Heartwood Wealth Advisors LLC | 106,619 | $4.34M | 0.5% | +33.1% | 0.060% | |
4/2/2024 | M&R Capital Management Inc. | 4,066 | $166K | 0.0% | -19.7% | 0.002% | |
3/8/2024 | ICA Group Wealth Management LLC | 1,567 | $61K | 0.0% | N/A | 0.001% | |
2/14/2024 | Connectus Wealth LLC | 284,162 | $11.14M | 0.2% | -5.7% | 0.160% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 4,221 | $165K | 0.2% | N/A | 0.002% | |
2/13/2024 | CIBC Private Wealth Group LLC | 13,255 | $519K | 0.0% | +25.2% | 0.007% | |
2/13/2024 | SWS Partners | 195,601 | $7.67M | 2.5% | +1.4% | 0.110% | |
2/12/2024 | Parallel Advisors LLC | 1,477 | $58K | 0.0% | -73.0% | 0.001% | |
2/9/2024 | Tidemark LLC | 14,701 | $576K | 0.4% | N/A | 0.008% | |
2/9/2024 | L.M. Kohn & Company | 16,933 | $664K | 0.2% | +27.4% | 0.010% | |
2/8/2024 | Janney Montgomery Scott LLC | 118,755 | $4.65M | 0.0% | -13.3% | 0.067% | |
2/7/2024 | NBC Securities Inc. | 715 | $28K | 0.0% | -71.5% | 0.000% | |
2/6/2024 | Eldridge Investment Advisors Inc. | 15,322 | $600K | 0.2% | +2.5% | 0.009% | |
2/5/2024 | Cary Street Partners Investment Advisory LLC | 6,667 | $280K | 0.1% | -8.2% | 0.004% | |
2/5/2024 | Altrius Capital Management Inc | 10,925 | $428K | 0.1% | -3.4% | 0.006% | |
2/5/2024 | Vantage Financial Partners LLC | 34,127 | $1.34M | 0.4% | N/A | 0.019% | |
2/5/2024 | White Pine Capital LLC | 67,260 | $2.64M | 1.0% | -4.6% | 0.038% | |
2/2/2024 | BIP Wealth LLC | 215,340 | $8.44M | 0.7% | -18.1% | 0.122% | |
2/1/2024 | First Command Advisory Services Inc. | 1,683,909 | $65.99M | 0.8% | -1.7% | 0.951% | |
2/1/2024 | Lindbrook Capital LLC | 15,112 | $592K | 0.1% | -4.2% | 0.009% | |
1/30/2024 | SVB Wealth LLC | 13,881 | $544K | 0.0% | N/A | 0.008% | |
1/30/2024 | Crescent Grove Advisors LLC | 134,823 | $5.28M | 0.6% | +6.5% | 0.076% | |
1/29/2024 | Graypoint LLC | 5,214 | $204K | 0.0% | N/A | 0.003% | |
1/29/2024 | ORG Partners LLC | 7,450 | $292K | 0.0% | +3,111.2% | 0.004% | |
1/29/2024 | Tennessee Valley Asset Management Partners | 5,416 | $212K | 0.1% | N/A | 0.003% | |
1/24/2024 | Private Trust Co. NA | 4,591 | $180K | 0.0% | -46.0% | 0.003% | |
1/23/2024 | Dumont & Blake Investment Advisors LLC | 27,769 | $1.09M | 0.3% | +34.7% | 0.016% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 30,011 | $1.18M | 0.4% | -1.4% | 0.017% | |
1/17/2024 | IFG Advisory LLC | 43,831 | $1.72M | 0.1% | +6.1% | 0.025% | |
1/17/2024 | Reitz Capital Advisors LLC | 20,488 | $803K | 1.4% | +18.9% | 0.012% | |
1/17/2024 | Heartwood Wealth Advisors LLC | 80,133 | $3.14M | 0.4% | -88.2% | 0.045% | |
1/17/2024 | First PREMIER Bank | 78,825 | $3.09M | 0.9% | -12.9% | 0.045% | |
1/10/2024 | North Star Investment Management Corp. | 2,345 | $92K | 0.0% | -29.7% | 0.001% | |
1/2/2024 | Anchor Investment Management LLC | 1,500 | $59K | 0.0% | N/A | 0.001% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 7,262 | $255K | 0.0% | +4.8% | 0.004% | |
11/9/2023 | White Pine Capital LLC | 70,481 | $2.47M | 1.0% | -1.7% | 0.040% | |
11/9/2023 | SWS Partners | 192,846 | $6.76M | 2.5% | +3.1% | 0.109% | |
11/9/2023 | Curran Financial Partners LLC | 340,940 | $11.96M | 5.2% | +5.8% | 0.193% | |
11/9/2023 | BIP Wealth LLC | 262,915 | $9.22M | 0.8% | -26.9% | 0.148% | |
11/8/2023 | Janney Montgomery Scott LLC | 136,920 | $4.80M | 0.0% | +6.0% | 0.077% | |
11/8/2023 | First Command Advisory Services Inc. | 1,713,777 | $60.10M | 0.8% | +30,762.2% | 0.968% | |
11/6/2023 | L.M. Kohn & Company | 13,292 | $466K | 0.2% | -8.1% | 0.008% | |
11/6/2023 | Eldridge Investment Advisors Inc. | 14,951 | $524K | 0.2% | +60.3% | 0.008% | |
11/4/2023 | NBC Securities Inc. | 2,513 | $88K | 0.0% | N/A | 0.001% | |
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11/2/2023 | FDx Advisors Inc. | 86,499 | $3.03M | 0.3% | -4.8% | 0.049% | |
10/30/2023 | Altrius Capital Management Inc | 11,312 | $397K | 0.1% | -9.8% | 0.006% | |
10/30/2023 | Dumont & Blake Investment Advisors LLC | 20,614 | $723K | 0.2% | +14.3% | 0.012% | |
10/27/2023 | Oarsman Capital Inc. | 20,165 | $707K | 0.3% | +2.4% | 0.011% | |
10/25/2023 | Crescent Grove Advisors LLC | 126,562 | $4.44M | 0.6% | -0.7% | 0.071% | |
10/25/2023 | Lindbrook Capital LLC | 15,772 | $553K | 0.1% | -23.5% | 0.009% | |
10/25/2023 | Vantage Investment Partners LLC | 8,617 | $302K | 0.0% | +26.4% | 0.005% | |
10/24/2023 | Bank of New York Mellon Corp | 381,835 | $13.39M | 0.0% | N/A | 0.216% | |
10/20/2023 | Security National Bank | 9,759 | $341K | 0.1% | +27.0% | 0.006% | |
10/20/2023 | Valeo Financial Advisors LLC | 21,565 | $756K | 0.0% | +1.9% | 0.012% | |