1/15/2025 | Ameritas Advisory Services LLC | 21,351 | $943K | 0.0% | -4.6% | 0.387% | |
1/15/2025 | Retireful LLC | 30,392 | $1.34M | 0.8% | N/A | 0.551% | |
12/26/2024 | JPMorgan Chase & Co. | 2,247 | $102K | 0.0% | -90.7% | 0.041% | |
11/15/2024 | Jane Street Group LLC | 8,167 | $372K | 0.0% | N/A | 0.148% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 10,849 | $462K | 0.0% | N/A | 0.197% | |
11/15/2024 | HighTower Advisors LLC | 6,996 | $320K | 0.0% | -7.0% | 0.127% | |
11/13/2024 | Hancock Whitney Corp | 35,801 | $1.63M | 0.1% | +91.4% | 0.649% | |
11/6/2024 | Rossmore Private Capital | 20,626 | $939K | 0.1% | +5.1% | 0.374% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 561,805 | $25.58M | 0.5% | -3.5% | 10.178% | |
10/31/2024 | GGM Financials LLC | 4,802 | $219K | 0.2% | -5.2% | 0.087% | |
|
10/30/2024 | PDS Planning Inc | 20,500 | $933K | 0.1% | -7.7% | 0.371% | |
10/25/2024 | Golden State Equity Partners | 43,593 | $1.99M | 0.4% | -6.0% | 0.790% | |
10/22/2024 | Private Advisor Group LLC | 4,520 | $206K | 0.0% | N/A | 0.082% | |
10/18/2024 | Raymond James & Associates | 521,934 | $23.76M | 0.0% | -0.3% | 9.455% | |
10/11/2024 | Creative Planning | 15,718 | $716K | 0.0% | +8.6% | 0.285% | |
10/10/2024 | Bright Financial Advisors Inc. | 159,832 | $7.28M | 4.6% | -2.7% | 2.896% | |
9/5/2024 | Sanctuary Advisors LLC | 6,425 | $272K | 0.0% | N/A | 0.116% | |
8/16/2024 | Creative Planning | 14,474 | $626K | 0.0% | -10.3% | 0.262% | |
8/13/2024 | Hancock Whitney Corp | 18,701 | $808K | 0.0% | +8.3% | 0.339% | |
8/12/2024 | Bright Financial Advisors Inc. | 164,202 | $7.10M | 5.0% | -0.6% | 2.975% | |
8/9/2024 | Mesirow Financial Investment Management Inc. | 582,340 | $25.18M | 0.6% | -4.1% | 10.550% | |
8/6/2024 | First Foundation Advisors | 293,308 | $12.68M | 0.5% | +7.1% | 5.314% | |
8/2/2024 | Larson Financial Group LLC | 1,483 | $64K | 0.0% | N/A | 0.027% | |
7/31/2024 | Taylor Financial Group Inc. | 47,768 | $2.07M | 1.6% | +9.8% | 0.865% | |
7/31/2024 | Commonwealth Equity Services LLC | 10,539 | $456K | 0.0% | +9.5% | 0.191% | |
7/30/2024 | GGM Financials LLC | 5,065 | $219K | 0.2% | N/A | 0.092% | |
7/30/2024 | Golden State Equity Partners | 46,374 | $2.01M | 0.4% | N/A | 0.840% | |
7/29/2024 | Ameritas Advisory Services LLC | 21,940 | $948K | 0.0% | +1.7% | 0.397% | |
7/19/2024 | Raymond James & Associates | 523,747 | $22.64M | 0.0% | -4.1% | 9.488% | |
7/16/2024 | PCG Wealth Advisors LLC | 12,151 | $525K | 0.2% | -5.9% | 0.220% | |
7/9/2024 | Lynx Investment Advisory | 1,859 | $80K | 0.1% | N/A | 0.034% | |
5/17/2024 | Hancock Whitney Corp | 17,262 | $746K | 0.0% | -24.8% | 0.313% | |
5/10/2024 | First Foundation Advisors | 273,835 | $11.83M | 0.5% | +10.4% | 4.961% | |
5/10/2024 | Bright Financial Advisors Inc. | 165,211 | $6.96M | 5.0% | N/A | 2.993% | |
5/2/2024 | PDS Planning Inc | 20,500 | $886K | 0.1% | -28.2% | 0.371% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 607,210 | $26.24M | 0.6% | N/A | 10.980% | |
4/22/2024 | Raymond James & Associates | 545,957 | $23.59M | 0.0% | -7.0% | 9.873% | |
4/19/2024 | PCG Wealth Advisors LLC | 12,917 | $558K | 0.3% | -6.6% | 0.224% | |
4/18/2024 | Verum Partners LLC | 5,167 | $223K | 0.1% | -4.9% | 0.090% | |
2/20/2024 | Taylor Financial Group Inc. | 41,890 | $1.74M | 1.4% | N/A | 0.727% | |
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2/7/2024 | Rossmore Private Capital | 19,826 | $822K | 0.1% | +3.1% | 0.344% | |
2/7/2024 | Northwest Financial Advisors | 15,014 | $622K | 0.5% | N/A | 0.261% | |
2/6/2024 | Private Advisor Group LLC | 5,423 | $225K | 0.0% | -34.4% | 0.094% | |
2/5/2024 | Win Advisors Inc. | 34,652 | $1.44M | 0.7% | N/A | 0.602% | |
2/5/2024 | Eagle Wealth Strategies LLC | 5,322 | $221K | 0.1% | N/A | 0.092% | |
2/2/2024 | Golden State Equity Partners | 51,821 | $2.15M | 0.5% | -32.4% | 0.900% | |
2/1/2024 | PDS Planning Inc | 28,568 | $1.18M | 0.1% | -31.0% | 0.496% | |
1/29/2024 | Simplicity Solutions LLC | 14,975 | $621K | 0.0% | -2.1% | 0.260% | |
1/26/2024 | Geneos Wealth Management Inc. | 1,942 | $80K | 0.0% | -40.9% | 0.034% | |
1/25/2024 | International Assets Investment Management LLC | 9,652 | $400K | 0.0% | N/A | 0.168% | |
1/24/2024 | International Assets Investment Management LLC | 9,652 | $400K | 0.0% | N/A | 0.168% | |
1/23/2024 | WealthShield Partners LLC | 3,779 | $157K | 0.0% | +10.6% | 0.066% | |
1/19/2024 | Wagner Wealth Management LLC | 5,398 | $224K | 0.1% | +5.5% | 0.094% | |
1/18/2024 | Global Retirement Partners LLC | 1,550 | $63K | 0.0% | -20.5% | 0.027% | |
1/17/2024 | IFG Advisory LLC | 21,201 | $879K | 0.1% | +26.1% | 0.368% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 31,327 | $1.30M | 0.0% | +457.6% | 0.544% | |
1/16/2024 | Raymond James & Associates | 586,952 | $24.32M | 0.0% | -6.7% | 10.190% | |
11/16/2023 | First Foundation Advisors | 225,209 | $8.61M | 0.4% | +17.3% | 3.910% | |
11/13/2023 | LPL Financial LLC | 147,542 | $5.64M | 0.0% | +13.3% | 2.561% | |
11/13/2023 | Kestra Advisory Services LLC | 8,616 | $329K | 0.0% | N/A | 0.150% | |
11/9/2023 | UBS Group AG | 73,290 | $2.80M | 0.0% | +1.2% | 1.272% | |
11/8/2023 | HighTower Advisors LLC | 10,460 | $400K | 0.0% | +31.1% | 0.182% | |
11/4/2023 | NBC Securities Inc. | 3,630 | $138K | 0.0% | N/A | 0.063% | |
11/3/2023 | Private Advisor Group LLC | 8,273 | $316K | 0.0% | -5.1% | 0.144% | |
10/25/2023 | WealthShield Partners LLC | 3,416 | $131K | 0.0% | +10.9% | 0.059% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 5,618 | $215K | 0.0% | N/A | 0.098% | |
10/24/2023 | Raymond James & Associates | 628,965 | $24.03M | 0.0% | -0.5% | 10.920% | |
10/23/2023 | PDS Planning Inc | 41,430 | $1.58M | 0.2% | -13.8% | 0.719% | |
10/20/2023 | Golden State Equity Partners | 76,683 | $2.93M | 0.8% | +7.2% | 1.331% | |
10/19/2023 | Simplicity Solutions LLC | 15,298 | $585K | 0.0% | +49.6% | 0.266% | |
10/13/2023 | Global Retirement Partners LLC | 1,950 | $73K | 0.0% | +50.0% | 0.034% | |
8/14/2023 | First Foundation Advisors | 192,025 | $7.68M | 0.3% | -2.9% | 3.334% | |
8/10/2023 | Wintrust Investments LLC | 8,038 | $321K | 0.0% | N/A | 0.140% | |
7/31/2023 | LPL Financial LLC | 130,257 | $5.21M | 0.0% | +39.1% | 2.265% | |
7/26/2023 | Simplicity Solutions LLC | 10,227 | $409K | 0.0% | N/A | 0.178% | |
7/25/2023 | Raymond James & Associates | 632,210 | $25.29M | 0.0% | -1.4% | 10.995% | |
7/24/2023 | Verum Partners LLC | 5,652 | $226K | 0.2% | -19.7% | 0.098% | |
7/21/2023 | IFG Advisory LLC | 16,342 | $654K | 0.1% | -4.7% | 0.284% | |
7/21/2023 | PDS Planning Inc | 48,045 | $1.92M | 0.2% | -19.4% | 0.836% | |
7/20/2023 | International Assets Investment Management LLC | 59,735 | $2.48M | 0.3% | N/A | 1.039% | |
7/20/2023 | PCG Wealth Advisors LLC | 13,870 | $555K | 0.3% | -3.3% | 0.241% | |
7/19/2023 | Golden State Equity Partners | 71,519 | $2.86M | 0.8% | +139.8% | 1.244% | |
7/13/2023 | RTD Financial Advisors Inc. | 5,041 | $202K | 0.0% | N/A | 0.088% | |
6/1/2023 | Golden State Equity Partners | 29,821 | $1.16M | 0.6% | N/A | 0.514% | |
5/10/2023 | Private Advisor Group LLC | 8,847 | $346K | 0.0% | N/A | 0.153% | |
5/10/2023 | LPL Financial LLC | 93,642 | $3.66M | 0.0% | -26.1% | 1.615% | |
5/8/2023 | PCG Wealth Advisors LLC | 14,345 | $561K | 0.4% | N/A | 0.247% | |
5/8/2023 | WealthShield Partners LLC | 2,997 | $117K | 0.0% | N/A | 0.052% | |
5/2/2023 | PDS Planning Inc | 59,620 | $2.33M | 0.3% | -10.4% | 1.028% | |
4/28/2023 | Ameritas Advisory Services LLC | 17,697 | $692K | 0.0% | -41.9% | 0.305% | |
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4/26/2023 | IFG Advisory LLC | 17,142 | $670K | 0.1% | -5.7% | 0.296% | |
4/25/2023 | Geneos Wealth Management Inc. | 3,286 | $128K | 0.0% | -15.6% | 0.057% | |
4/14/2023 | Raymond James & Associates | 640,927 | $25.05M | 0.0% | -3.5% | 11.050% | |
4/13/2023 | Verum Partners LLC | 7,037 | $275K | 0.3% | -7.3% | 0.121% | |
4/13/2023 | Retireful LLC | 42,832 | $1.67M | 0.5% | N/A | 0.738% | |
2/10/2023 | Ameritas Advisory Services LLC | 30,439 | $1.14M | 0.1% | +71.0% | 0.514% | |
2/9/2023 | HighTower Advisors LLC | 7,854 | $295K | 0.0% | +7.2% | 0.133% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 14,200 | $533K | 0.0% | +37.3% | 0.240% | |
2/8/2023 | Raymond James & Associates | 664,224 | $24.95M | 0.0% | +0.7% | 11.220% | |
2/8/2023 | UBS Group AG | 116,578 | $4.38M | 0.0% | +57.6% | 1.969% | |