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% | |
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% | |
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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% | |
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% | |
2/7/2023 | Commonwealth Equity Services LLC | 10,720 | $402K | 0.0% | +64.3% | 0.181% | |
2/7/2023 | LPL Financial LLC | 126,672 | $4.76M | 0.0% | +35.6% | 2.140% | |
2/3/2023 | Hancock Whitney Corp | 27,741 | $1.04M | 0.0% | N/A | 0.469% | |
1/31/2023 | IFG Advisory LLC | 18,182 | $682K | 0.1% | -7.1% | 0.307% | |
1/27/2023 | PDS Planning Inc | 66,509 | $2.50M | 0.4% | -5.3% | 1.116% | |
1/25/2023 | Verum Partners LLC | 7,591 | $285K | 0.4% | N/A | 0.127% | |
1/25/2023 | Fifth Third Bancorp | 2,676 | $101K | 0.0% | N/A | 0.045% | |
1/13/2023 | Merit Financial Group LLC | 5,836 | $219K | 0.0% | N/A | 0.096% | |
11/14/2022 | Ameritas Advisory Services LLC | 17,798 | $640K | 0.0% | +4.5% | 0.289% | |
11/10/2022 | Relative Value Partners Group LLC | 9,463 | $340K | 0.0% | N/A | 0.154% | |
11/10/2022 | UBS Group AG | 73,984 | $2.66M | 0.0% | -1.4% | 1.201% | |
11/7/2022 | Western Wealth Management LLC | 6,477 | $233K | 0.0% | +23.4% | 0.105% | |
11/3/2022 | Creative Planning | 21,284 | $766K | 0.0% | -3.1% | 0.346% | |
11/2/2022 | PDS Planning Inc | 70,266 | $2.53M | 0.5% | -8.0% | 1.141% | |
10/25/2022 | Raymond James & Associates | 659,675 | $23.74M | 0.0% | -1.0% | 10.779% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 10,343 | $372K | 0.0% | -24.4% | 0.169% | |
10/18/2022 | Koshinski Asset Management Inc. | 1,984 | $16.16M | 1.4% | N/A | 0.032% | |
10/14/2022 | Private Advisor Group LLC | 8,379 | $301K | 0.0% | -6.3% | 0.138% | |
8/12/2022 | First Foundation Advisors | 314,022 | $12.24M | 0.5% | -8.2% | 5.098% | |
8/11/2022 | Wagner Wealth Management LLC | 10,325 | $403K | 0.3% | -50.2% | 0.168% | |
8/4/2022 | IFG Advisory LLC | 19,717 | $768K | 0.1% | -2.5% | 0.320% | |
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7/22/2022 | Geneos Wealth Management Inc. | 2,660 | $104K | 0.0% | +17.3% | 0.042% | |
7/15/2022 | PDS Planning Inc | 76,348 | $2.98M | 0.5% | -8.9% | 1.224% | |
6/7/2022 | Bank of America Corp DE | 671,983 | $29.56M | 0.0% | -9.6% | 10.874% | |
5/18/2022 | Golden State Equity Partners | 53,534 | $2.37M | 1.0% | -29.2% | 0.854% | |
5/11/2022 | Raymond James & Associates | 662,097 | $29.12M | 0.0% | +0.5% | 10.662% | |
5/11/2022 | Patriot Financial Group Insurance Agency LLC | 1,072 | $47K | 0.0% | -19.5% | 0.017% | |
5/10/2022 | Western Wealth Management LLC | 5,425 | $238K | 0.0% | N/A | 0.088% | |
5/9/2022 | Rossmore Private Capital | 14,866 | $654K | 0.1% | +2.0% | 0.241% | |
5/5/2022 | First Foundation Advisors | 342,072 | $15.05M | 0.5% | +15.3% | 5.535% | |
5/4/2022 | Advisor Group Holdings Inc. | 10,032 | $441K | 0.0% | +11.4% | 0.162% | |