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% | |
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% | |
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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% | |
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% | |
1/12/2023 | Mutual Advisors LLC | 28,678 | $1.39M | 0.1% | +1.4% | 1.334% | |
11/15/2022 | Towerpoint Wealth LLC | 105,531 | $4.94M | 3.0% | -3.3% | 5.025% | |
11/15/2022 | Flow Traders U.S. LLC | 11,285 | $528K | 0.0% | N/A | 0.451% | |
11/15/2022 | Financial Advocates Investment Management | 15,272 | $715K | 0.1% | -2.3% | 0.611% | |
11/4/2022 | Citizens Business Bank | 81,969 | $3.84M | 0.9% | N/A | 3.279% | |
11/3/2022 | Mutual Advisors LLC | 28,274 | $1.32M | 0.1% | +4.9% | 1.131% | |
11/1/2022 | Kestra Advisory Services LLC | 6,189 | $290K | 0.0% | -17.5% | 0.248% | |
10/31/2022 | Integral Investment Advisors Inc. | 19,750 | $925K | 0.8% | +10.6% | 0.790% | |
10/24/2022 | Miracle Mile Advisors LLC | 498,854 | $23.36M | 1.1% | +10.0% | 19.954% | |
10/21/2022 | TriaGen Wealth Management LLC | 9,665 | $453K | 0.3% | N/A | 0.387% | |
10/21/2022 | KCS Wealth Advisory | 7,194 | $337K | 0.2% | +47.9% | 0.288% | |
10/19/2022 | Warren Street Wealth Advisors LLC | 11,469 | $537K | 0.5% | -3.5% | 0.459% | |
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10/18/2022 | Allworth Financial LP | 111,421 | $5.22M | 0.1% | -48.0% | 4.457% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 13,217 | $619K | 0.0% | -6.8% | 0.529% | |
8/23/2022 | WCG Wealth Advisors LLC | 6,383 | $309K | 0.0% | N/A | 0.261% | |
8/15/2022 | Mutual Advisors LLC | 26,951 | $1.30M | 0.1% | +1.0% | 1.100% | |
8/12/2022 | LPL Financial LLC | 188,285 | $9.11M | 0.0% | -23.2% | 7.685% | |
8/12/2022 | Financial Advocates Investment Management | 15,624 | $756K | 0.1% | -2.6% | 0.638% | |
8/9/2022 | SeaCrest Wealth Management LLC | 838 | $41K | 0.0% | N/A | 0.034% | |
8/8/2022 | Towerpoint Wealth LLC | 109,181 | $5.28M | 3.2% | -0.2% | 4.456% | |
8/2/2022 | Summit Wealth & Retirement Planning Inc. | 5,621 | $272K | 0.1% | +21.7% | 0.229% | |
8/2/2022 | Running Point Capital Advisors LLC | 38,900 | $1.88M | 1.2% | +14.3% | 1.588% | |