10/30/2024 | Catalina Capital Group LLC | 23,774 | $1.19M | 0.4% | -10.1% | 0.457% | |
10/25/2024 | Twin Peaks Wealth Advisors LLC | 13,639 | $684K | 0.3% | +5.2% | 0.262% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 6,606 | $331K | 0.0% | +37.0% | 0.127% | |
10/23/2024 | Allworth Financial LP | 2,622 | $132K | 0.0% | -30.2% | 0.050% | |
10/15/2024 | Magnus Financial Group LLC | 30,285 | $1.52M | 0.2% | +4.1% | 0.588% | |
10/10/2024 | Johnson Bixby & Associates LLC | 4,033 | $202K | 0.0% | N/A | 0.078% | |
|
10/8/2024 | Blue Zone Wealth Advisors LLC | 14,787 | $742K | 0.2% | N/A | 0.287% | |
10/8/2024 | Ignite Planners LLC | 31,303 | $1.57M | 0.4% | +1.1% | 0.608% | |
10/7/2024 | Miracle Mile Advisors LLC | 1,795,137 | $90.08M | 2.1% | +4.5% | 34.857% | |
8/22/2024 | Cetera Investment Advisers | 42,826 | $2.12M | 0.0% | +17.4% | 0.865% | |
8/10/2024 | Perennial Investment Advisors LLC | 6,526 | $323K | 0.0% | +4.0% | 0.132% | |
8/8/2024 | LPL Financial LLC | 664,470 | $32.91M | 0.0% | +14.2% | 13.424% | |
8/2/2024 | Larson Financial Group LLC | 900 | $45K | 0.0% | N/A | 0.018% | |
7/31/2024 | Commonwealth Equity Services LLC | 18,395 | $911K | 0.0% | +5.6% | 0.372% | |
7/30/2024 | Integral Investment Advisors Inc. | 23,297 | $1.15M | 0.4% | +7.1% | 0.471% | |
7/30/2024 | International Assets Investment Management LLC | 700 | $35K | 0.0% | N/A | 0.014% | |
7/26/2024 | Harbour Investments Inc. | 6,708 | $332K | 0.0% | +7.5% | 0.136% | |
7/24/2024 | Catalina Capital Group LLC | 26,450 | $1.31M | 0.5% | -17.1% | 0.534% | |
7/18/2024 | Miracle Mile Advisors LLC | 1,717,241 | $85.04M | 2.1% | +29.1% | 34.692% | |
7/12/2024 | Ignite Planners LLC | 30,971 | $1.53M | 0.4% | N/A | 0.632% | |
7/12/2024 | Southland Equity Partners LLC | 71,344 | $3.53M | 1.0% | +27.0% | 1.456% | |
5/24/2024 | Cetera Investment Advisers | 36,476 | $1.81M | 0.0% | +34.3% | 0.829% | |
5/9/2024 | New Insight Wealth Advisors | 19,623 | $974K | 0.6% | +62.2% | 0.446% | |
5/8/2024 | Avantax Advisory Services Inc. | 4,930 | $245K | 0.0% | N/A | 0.112% | |
5/3/2024 | Catalina Capital Group LLC | 31,914 | $1.59M | 0.7% | -5.3% | 0.725% | |
5/2/2024 | Mutual Advisors LLC | 29,550 | $1.47M | 0.0% | +2.1% | 0.672% | |
4/30/2024 | Commonwealth Equity Services LLC | 17,426 | $865K | 0.0% | +79.4% | 0.396% | |
4/23/2024 | Twin Peaks Wealth Advisors LLC | 8,071 | $401K | 0.2% | -39.9% | 0.183% | |
4/22/2024 | Johnson Bixby & Associates LLC | 4,033 | $200K | 0.0% | N/A | 0.092% | |
4/18/2024 | Miracle Mile Advisors LLC | 1,330,261 | $66.05M | 1.7% | +30.7% | 30.233% | |
4/18/2024 | Citizens Business Bank | 89,884 | $4.46M | 0.9% | -21.3% | 2.043% | |
4/16/2024 | Towerpoint Wealth LLC | 8,661 | $430K | 0.2% | +37.3% | 0.197% | |
4/12/2024 | Southland Equity Partners LLC | 56,171 | $2.79M | 0.8% | +24.6% | 1.277% | |
3/19/2024 | Warren Street Wealth Advisors LLC | 9,418 | $470K | 0.3% | -9.0% | 0.219% | |
2/28/2024 | EP Wealth Advisors LLC | 6,165 | $308K | 0.0% | N/A | 0.143% | |
2/6/2024 | Private Advisor Group LLC | 4,100 | $205K | 0.0% | N/A | 0.095% | |
2/5/2024 | Citizens Business Bank | 114,249 | $5.70M | 1.3% | +27.5% | 2.657% | |
1/29/2024 | Signature Estate & Investment Advisors LLC | 4,011 | $200K | 0.0% | N/A | 0.093% | |
1/25/2024 | International Assets Investment Management LLC | 34,937 | $1.74M | 0.0% | N/A | 0.812% | |
1/24/2024 | Stratos Wealth Advisors LLC | 6,357 | $317K | 0.0% | -32.0% | 0.148% | |
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1/24/2024 | Allworth Financial LP | 14,564 | $727K | 0.0% | -9.5% | 0.339% | |
1/24/2024 | International Assets Investment Management LLC | 34,937 | $1.74M | 0.0% | N/A | 0.812% | |
1/23/2024 | Towerpoint Wealth LLC | 6,308 | $315K | 0.2% | -4.0% | 0.147% | |
1/23/2024 | TriaGen Wealth Management LLC | 12,370 | $617K | 0.3% | +3.7% | 0.288% | |
1/22/2024 | Miracle Mile Advisors LLC | 1,017,719 | $50.79M | 1.4% | +83.0% | 23.668% | |
1/19/2024 | Flagstar Advisors Inc. | 19,304 | $963K | 0.3% | +13.8% | 0.449% | |
1/17/2024 | Twin Peaks Wealth Advisors LLC | 13,435 | $671K | 0.4% | N/A | 0.312% | |
1/12/2024 | Mutual Advisors LLC | 28,930 | $1.44M | 0.1% | +21.4% | 0.673% | |
1/12/2024 | Advisor Resource Council | 4,261 | $213K | 0.0% | N/A | 0.099% | |
1/11/2024 | Cypress Wealth Services LLC | 4,250 | $212K | 0.1% | N/A | 0.120% | |
1/9/2024 | Southland Equity Partners LLC | 45,092 | $2.25M | 0.7% | +6.5% | 1.270% | |
11/14/2023 | Mutual Advisors LLC | 23,840 | $1.13M | 0.0% | -10.9% | 0.757% | |
11/13/2023 | Mariner LLC | 34,310 | $1.62M | 0.0% | -0.7% | 1.089% | |
11/13/2023 | LPL Financial LLC | 429,522 | $20.29M | 0.0% | +22.8% | 13.636% | |
11/13/2023 | Kestra Advisory Services LLC | 6,034 | $285K | 0.0% | +13.7% | 0.192% | |
11/8/2023 | HighTower Advisors LLC | 20,056 | $947K | 0.0% | -4.4% | 0.637% | |
11/3/2023 | Citizens Business Bank | 89,573 | $4.23M | 1.0% | +2.5% | 2.844% | |
10/31/2023 | Allworth Financial LP | 16,087 | $760K | 0.0% | -34.8% | 0.511% | |
10/27/2023 | Financial Advocates Investment Management | 14,754 | $697K | 0.0% | +2.4% | 0.468% | |
10/25/2023 | Miracle Mile Advisors LLC | 556,078 | $26.27M | 0.8% | +19.6% | 17.653% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 16,130 | $762K | 0.0% | -3.4% | 0.512% | |
10/23/2023 | TriaGen Wealth Management LLC | 11,933 | $564K | 0.3% | +2.2% | 0.379% | |
10/11/2023 | Towerpoint Wealth LLC | 6,570 | $310K | 0.2% | -3.6% | 0.209% | |
10/5/2023 | Integral Investment Advisors Inc. | 14,825 | $700K | 0.5% | +13.6% | 0.486% | |
8/14/2023 | Perennial Investment Advisors LLC | 13,796 | $676K | 0.1% | +35.1% | 0.452% | |
8/10/2023 | Integral Investment Advisors Inc. | 13,050 | $639K | 0.4% | +7.4% | 0.428% | |
8/10/2023 | Cetera Investment Advisers | 6,368 | $312K | 0.0% | N/A | 0.209% | |
8/8/2023 | Citizens Business Bank | 87,398 | $4.28M | 1.0% | -0.3% | 2.866% | |
8/2/2023 | Bank of Montreal Can | 9,730 | $478K | 0.0% | N/A | 0.319% | |
7/31/2023 | LPL Financial LLC | 349,845 | $17.14M | 0.0% | +41.2% | 11.470% | |
7/31/2023 | Mutual Advisors LLC | 26,762 | $1.31M | 0.0% | -2.4% | 0.877% | |
7/20/2023 | Towerpoint Wealth LLC | 6,815 | $334K | 0.2% | +28.5% | 0.227% | |
7/18/2023 | Allworth Financial LP | 24,662 | $1.21M | 0.0% | -43.1% | 0.822% | |
7/18/2023 | Stratos Wealth Advisors LLC | 9,347 | $458K | 0.0% | N/A | 0.312% | |
7/17/2023 | Warren Street Wealth Advisors LLC | 10,355 | $507K | 0.3% | -3.3% | 0.345% | |
7/13/2023 | Miracle Mile Advisors LLC | 465,008 | $22.78M | 0.7% | +227.7% | 15.763% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 16,701 | $818K | 0.0% | +7.8% | 0.566% | |
5/12/2023 | Perennial Investment Advisors LLC | 10,213 | $503K | 0.1% | +16.7% | 0.417% | |
5/11/2023 | Financial Advocates Investment Management | 16,550 | $815K | 0.1% | +7.1% | 0.676% | |
5/10/2023 | Ameritas Investment Partners Inc. | 1,567 | $77K | 0.0% | -68.5% | 0.064% | |
5/10/2023 | LPL Financial LLC | 247,804 | $12.20M | 0.0% | +9.0% | 10.114% | |
5/9/2023 | Citizens Business Bank | 87,648 | $4.32M | 1.0% | +4.2% | 3.577% | |
4/28/2023 | Avantax Advisory Services Inc. | 10,805 | $532K | 0.0% | N/A | 0.450% | |
4/28/2023 | Warren Street Wealth Advisors LLC | 10,709 | $527K | 0.4% | -12.8% | 0.446% | |
4/20/2023 | Miracle Mile Advisors LLC | 141,901 | $6.99M | 0.2% | +115.0% | 5.913% | |
4/18/2023 | Allworth Financial LP | 43,320 | $2.13M | 0.0% | -33.6% | 1.805% | |
4/18/2023 | Integral Investment Advisors Inc. | 12,150 | $598K | 0.4% | -38.5% | 0.506% | |
4/11/2023 | Mutual Advisors LLC | 27,408 | $1.35M | 0.1% | -4.4% | 1.166% | |
3/6/2023 | Rockefeller Capital Management L.P. | 4,100 | $198K | 0.0% | N/A | 0.171% | |
2/10/2023 | Perennial Investment Advisors LLC | 8,750 | $423K | 0.2% | +47.1% | 0.398% | |
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2/9/2023 | Running Point Capital Advisors LLC | 23,095 | $1.12M | 0.7% | -20.3% | 1.050% | |
2/9/2023 | TriaGen Wealth Management LLC | 11,761 | $569K | 0.3% | +21.7% | 0.535% | |
2/9/2023 | HighTower Advisors LLC | 20,520 | $993K | 0.0% | -3.2% | 0.933% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 14,647 | $709K | 0.0% | +10.8% | 0.666% | |
2/8/2023 | Citizens Business Bank | 84,082 | $4.07M | 0.9% | +2.6% | 3.822% | |
2/7/2023 | LPL Financial LLC | 227,283 | $11.00M | 0.0% | +14.7% | 10.331% | |
2/2/2023 | Magnus Financial Group LLC | 28,099 | $1.36M | 0.2% | N/A | 1.307% | |
2/1/2023 | Warren Street Wealth Advisors LLC | 12,274 | $594K | 0.5% | +7.0% | 0.571% | |
1/20/2023 | Miracle Mile Advisors LLC | 65,995 | $3.19M | 0.1% | -86.8% | 3.070% | |
1/13/2023 | Allworth Financial LP | 65,282 | $3.16M | 0.0% | -41.4% | 3.036% | |