10/8/2024 | ALM First Financial Advisors LLC | 704,505 | $20.91M | 4.9% | +0.6% | 32.768% | |
8/14/2024 | Delap Wealth Advisory LLC | 9,262 | $256K | 0.1% | N/A | 0.431% | |
7/5/2024 | HBW Advisory Services LLC | 8,525 | $236K | 0.0% | -20.0% | 0.397% | |
3/8/2024 | ICA Group Wealth Management LLC | 5,353 | $151K | 0.0% | N/A | 0.255% | |
1/16/2024 | HBW Advisory Services LLC | 10,655 | $302K | 0.1% | -16.0% | 0.507% | |
11/16/2023 | GTS Securities LLC | 34,744 | $926K | 0.0% | +46.4% | 1.654% | |
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11/13/2023 | Cambria Investment Management L.P. | 548,367 | $14.61M | 1.2% | -2.9% | 26.113% | |
11/13/2023 | Kestra Advisory Services LLC | 37,204 | $991K | 0.0% | +44.6% | 1.772% | |
11/9/2023 | Betterment LLC | 100,390 | $2.67M | 0.0% | -3.1% | 4.780% | |
10/12/2023 | HBW Advisory Services LLC | 12,687 | $338K | 0.1% | -26.4% | 0.604% | |
8/11/2023 | Kestra Advisory Services LLC | 25,726 | $662K | 0.0% | +90.9% | 1.225% | |
8/10/2023 | Cetera Advisor Networks LLC | 18,988 | $489K | 0.0% | -10.3% | 0.904% | |
8/10/2023 | Cambria Investment Management L.P. | 564,976 | $14.54M | 1.2% | -1.5% | 26.904% | |
7/31/2023 | LPL Financial LLC | 73,347 | $1.89M | 0.0% | -40.6% | 2.768% | |
7/6/2023 | HBW Advisory Services LLC | 17,235 | $444K | 0.1% | -2.2% | 0.650% | |
5/16/2023 | Betterment LLC | 103,862 | $2.61M | 0.0% | -6.2% | 3.709% | |
5/11/2023 | Jaffetilchin Investment Partners LLC | 12,913 | $324K | 0.0% | N/A | 0.461% | |
5/11/2023 | Cambria Investment Management L.P. | 573,573 | $14.40M | 1.2% | -68.1% | 20.485% | |
5/11/2023 | Legacy Capital Group California Inc. | 55,831 | $1.40M | 0.7% | N/A | 1.994% | |
5/10/2023 | LPL Financial LLC | 123,513 | $3.10M | 0.0% | +5.0% | 4.411% | |
4/20/2023 | Miracle Mile Advisors LLC | 15,293 | $384K | 0.0% | -97.9% | 0.306% | |
4/12/2023 | Worth Asset Management LLC | 2,100 | $53K | 0.0% | -49.8% | 0.042% | |
4/7/2023 | HBW Advisory Services LLC | 17,631 | $443K | 0.1% | +30.0% | 0.353% | |
4/6/2023 | Fulcrum Equity Management | 92,413 | $2.32M | 2.2% | -7.8% | 1.848% | |
2/15/2023 | First Capital Advisors Group LLC. | 72,498 | $1.97M | 1.3% | N/A | 0.000% | |
2/13/2023 | Betterment LLC | 110,689 | $3.01M | 0.0% | -5.3% | 0.000% | |
2/9/2023 | Financial Enhancement Group LLC | 166,409 | $4.51M | 0.9% | N/A | 0.000% | |
2/8/2023 | Prospera Financial Services Inc | 10,922 | $297K | 0.0% | N/A | 0.000% | |
2/8/2023 | Lincoln National Corp | 12,273 | $334K | 0.0% | N/A | 0.000% | |
2/7/2023 | LPL Financial LLC | 117,674 | $3.20M | 0.0% | +72.2% | 0.000% | |
1/25/2023 | MGO One Seven LLC | 27,600 | $751K | 0.1% | N/A | 0.000% | |
1/20/2023 | Miracle Mile Advisors LLC | 724,219 | $19.71M | 0.7% | N/A | 0.000% | |
1/18/2023 | BlackDiamond Wealth Management Inc. | 30,597 | $826K | 0.9% | +3.8% | 0.000% | |
1/17/2023 | ALM First Financial Advisors LLC | 700,000 | $19.05M | 8.1% | N/A | 0.000% | |
1/13/2023 | Dynamic Advisor Solutions LLC | 26,402 | $718K | 0.0% | +55.1% | 0.000% | |
1/13/2023 | Worth Asset Management LLC | 4,185 | $114K | 0.1% | N/A | 0.000% | |
1/10/2023 | Fulcrum Equity Management | 100,270 | $2.73M | 2.2% | -8.8% | 0.000% | |
1/5/2023 | HBW Advisory Services LLC | 13,563 | $369K | 0.1% | +43.5% | 0.000% | |
11/8/2022 | Cambria Investment Management L.P. | 1,594,427 | $41.30M | 4.5% | +63.4% | 0.000% | |
10/26/2022 | BlackDiamond Wealth Management Inc. | 29,475 | $809K | 1.0% | N/A | 0.000% | |
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10/20/2022 | Dynamic Advisor Solutions LLC | 17,025 | $441K | 0.0% | -10.8% | 0.000% | |
10/11/2022 | Fulcrum Equity Management | 109,888 | $2.85M | 2.4% | -0.8% | 0.000% | |
10/5/2022 | HBW Advisory Services LLC | 9,454 | $245K | 0.1% | N/A | 0.000% | |
8/2/2022 | Advisory Services Network LLC | 9,505 | $244K | 0.0% | N/A | 0.000% | |
7/27/2022 | Cambria Investment Management L.P. | 975,995 | $25.07M | 3.3% | +21.4% | 0.000% | |
7/27/2022 | Dynamic Advisor Solutions LLC | 19,085 | $490K | 0.0% | N/A | 0.000% | |
7/18/2022 | Fulcrum Equity Management | 110,795 | $2.85M | 2.3% | N/A | 0.000% | |
5/5/2022 | National Bank of Canada FI | 1,436 | $36K | 0.0% | -26.1% | 0.000% | |
2/15/2022 | Betterment LLC | 121,390 | $3.08M | 0.0% | -12.0% | 0.000% | |
2/3/2022 | Advisor Group Holdings Inc. | 4,802 | $122K | 0.0% | N/A | 0.000% | |
2/3/2022 | Cambria Investment Management L.P. | 746,095 | $18.91M | 3.2% | -2.2% | 0.000% | |
1/24/2022 | National Bank of Canada FI | 1,942 | $48K | 0.0% | N/A | 0.000% | |
8/12/2021 | Cambria Investment Management L.P. | 769,913 | $18.85M | 3.2% | +35.5% | 0.000% | |
8/11/2021 | Susquehanna International Group LLP | 23,520 | $576K | 0.0% | -32.3% | 0.000% | |
8/10/2021 | Betterment LLC | 134,632 | $3.30M | 0.0% | -0.5% | 0.000% | |
6/1/2021 | Betterment LLC | 135,278 | $3.15M | 0.0% | -12.1% | 0.000% | |
5/17/2021 | Royal Bank of Canada | 2,789 | $64K | 0.0% | +2,581.7% | 0.000% | |
5/11/2021 | Cambria Investment Management L.P. | 568,125 | $13.22M | 2.6% | +47.2% | 0.000% | |
2/12/2021 | Betterment LLC | 153,825 | $2.98M | 0.0% | -1.1% | 0.000% | |
11/13/2020 | Cambria Investment Management L.P. | 357,979 | $6.43M | 2.4% | -3.6% | 0.000% | |
11/10/2020 | Betterment LLC | 155,561 | $2.80M | 0.0% | -6.2% | 0.000% | |