2/14/2025 | OneDigital Investment Advisors LLC | 190,584 | $5.47M | 0.1% | +3.0% | 21.176% | |
2/12/2025 | OLD Mission Capital LLC | 14,024 | $402K | 0.0% | N/A | 1.558% | |
2/11/2025 | LPL Financial LLC | 29,259 | $839K | 0.0% | +18.8% | 3.251% | |
2/5/2025 | Halbert Hargrove Global Advisors LLC | 24,347 | $698K | 0.0% | -14.2% | 2.705% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 113,088 | $3.24M | 0.1% | +9.3% | 12.565% | |
1/14/2025 | Accurate Wealth Management LLC | 36,795 | $1.03M | 0.2% | -5.7% | 4.088% | |
1/14/2025 | Professional Financial Advisors LLC | 63,426 | $1.82M | 0.5% | +2.1% | 7.047% | |
11/13/2024 | Townsquare Capital LLC | 21,840 | $703K | 0.0% | N/A | 2.427% | |
11/6/2024 | OneDigital Investment Advisors LLC | 184,955 | $5.95M | 0.1% | +3.5% | 20.551% | |
10/18/2024 | Accurate Wealth Management LLC | 39,036 | $1.22M | 0.2% | +64.3% | 4.337% | |
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10/16/2024 | Halbert Hargrove Global Advisors LLC | 28,379 | $913K | 0.1% | -20.5% | 3.153% | |
8/15/2024 | AQR Capital Management LLC | 8,187 | $241K | 0.0% | -8.0% | 0.910% | |
8/1/2024 | Drive Wealth Management LLC | 21,720 | $640K | 0.2% | +9.8% | 2.413% | |
7/18/2024 | Professional Financial Advisors LLC | 62,020 | $1.83M | 0.5% | +2.4% | 6.891% | |
7/13/2024 | Fermata Advisors LLC | 6,923 | $204K | 0.0% | N/A | 0.769% | |
4/25/2024 | Professional Financial Advisors LLC | 60,544 | $1.71M | 0.5% | +7.9% | 3.105% | |
4/22/2024 | Drive Wealth Management LLC | 19,774 | $559K | 0.2% | +19.4% | 1.014% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 94,976 | $2.69M | 0.1% | +118.8% | 4.871% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 43,415 | $1.23M | 0.0% | +11.3% | 2.285% | |
1/24/2024 | Halbert Hargrove Global Advisors LLC | 1,153,563 | $32.67M | 2.2% | -1.1% | 60.714% | |
1/22/2024 | Drive Wealth Management LLC | 16,565 | $469K | 0.2% | -10.2% | 0.872% | |
1/18/2024 | Professional Financial Advisors LLC | 56,117 | $1.59M | 0.5% | +8.0% | 2.954% | |
10/25/2023 | Professional Financial Advisors LLC | 51,937 | $1.34M | 0.6% | +1.3% | 2.734% | |
10/16/2023 | Halbert Hargrove Global Advisors LLC | 1,165,957 | $30.05M | 2.2% | +4.1% | 61.366% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 39,021 | $1.01M | 0.0% | +9.3% | 2.054% | |
10/11/2023 | Drive Wealth Management LLC | 18,451 | $475K | 0.2% | -8.0% | 0.971% | |
8/15/2023 | Halbert Hargrove Global Advisors LLC | 1,119,620 | $31.22M | 2.3% | -4.0% | 58.927% | |
7/31/2023 | LPL Financial LLC | 13,349 | $372K | 0.0% | +4.9% | 0.703% | |
7/31/2023 | BlackDiamond Wealth Management Inc. | 61,567 | $1.77M | 1.5% | -31.8% | 3.240% | |
7/17/2023 | Wealthcare Advisory Partners LLC | 35,692 | $995K | 0.0% | +32.0% | 1.879% | |
7/14/2023 | Drive Wealth Management LLC | 20,064 | $559K | 0.2% | +14.1% | 1.056% | |
7/12/2023 | Professional Financial Advisors LLC | 51,271 | $1.43M | 0.7% | N/A | 2.698% | |
5/10/2023 | Resources Investment Advisors LLC. | 145,962 | $4.10M | 0.1% | +25.6% | 7.682% | |
5/4/2023 | Wealthcare Advisory Partners LLC | 27,031 | $759K | 0.0% | +191.0% | 1.423% | |
5/2/2023 | BlackDiamond Wealth Management Inc. | 90,292 | $2.46M | 2.5% | N/A | 4.752% | |
4/25/2023 | Halbert Hargrove Global Advisors LLC | 1,166,374 | $32.73M | 2.2% | -8.1% | 61.388% | |
4/13/2023 | Drive Wealth Management LLC | 17,583 | $493K | 0.2% | +74.2% | 0.925% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 9,288 | $246K | 0.0% | N/A | 0.516% | |
2/2/2023 | Resources Investment Advisors LLC. | 116,220 | $3.08M | 0.1% | +371.6% | 6.457% | |
1/27/2023 | Drive Wealth Management LLC | 10,096 | $268K | 0.1% | N/A | 0.561% | |
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1/25/2023 | Halbert Hargrove Global Advisors LLC | 1,269,330 | $33.68M | 2.4% | +50.9% | 72.533% | |
11/15/2022 | Fermata Advisors LLC | 9,103 | $219K | 0.1% | -28.6% | 0.759% | |
11/14/2022 | OLD Mission Capital LLC | 132,046 | $3.18M | 0.1% | +18.6% | 11.004% | |
11/8/2022 | Resources Investment Advisors LLC. | 24,643 | $594K | 0.0% | N/A | 2.054% | |
10/24/2022 | Halbert Hargrove Global Advisors LLC | 841,124 | $20.26M | 1.6% | -4.1% | 70.094% | |
8/9/2022 | Fermata Advisors LLC | 12,748 | $363K | 0.1% | -4.0% | 1.062% | |
8/5/2022 | Halbert Hargrove Global Advisors LLC | 876,884 | $24.95M | 1.8% | +10.0% | 73.074% | |
8/5/2022 | OLD Mission Capital LLC | 111,335 | $3.17M | 0.1% | N/A | 9.278% | |
5/13/2022 | Halbert Hargrove Global Advisors LLC | 797,350 | $26.12M | 1.7% | +10.9% | 61.335% | |
4/22/2022 | Fermata Advisors LLC | 13,283 | $435K | 0.2% | -9.5% | 1.328% | |
2/2/2022 | Fermata Advisors LLC | 14,682 | $546K | 0.2% | +88.2% | 1.224% | |
10/29/2021 | Fermata Advisors LLC | 7,802 | $297K | 0.1% | N/A | 7.802% | |