4/29/2025 | ALM First Financial Advisors LLC | 1,903,510 | $53.93M | 11.7% | +7.1% | 50.760% | |
4/15/2025 | Arvest Investments Inc. | 94,357 | $2.70M | 0.4% | -1.0% | 2.516% | |
2/17/2025 | Cetera Investment Advisers | 90,543 | $2.60M | 0.0% | -1.8% | 1.867% | |
2/14/2025 | Jane Street Group LLC | 14,671 | $421K | 0.0% | -32.1% | 0.302% | |
2/14/2025 | Betterment LLC | 376,419 | $10.82M | 0.0% | -0.2% | 7.761% | |
2/13/2025 | Raymond James Financial Inc. | 69,467 | $2.00M | 0.0% | N/A | 1.432% | |
2/11/2025 | LPL Financial LLC | 24,170 | $694K | 0.0% | -13.8% | 0.498% | |
2/11/2025 | Arvest Investments Inc. | 95,341 | $2.74M | 0.4% | -9.9% | 1.966% | |
2/10/2025 | GWN Securities Inc. | 13,726 | $394K | 0.1% | N/A | 0.283% | |
2/10/2025 | Commonwealth Equity Services LLC | 54,033 | $1.55M | 0.0% | -27.9% | 1.114% | |
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2/7/2025 | Lifeworks Advisors LLC | 18,547 | $533K | 0.1% | -2.3% | 0.382% | |
2/6/2025 | Raymond James Financial Inc. | 69,467 | $2.00M | 0.0% | N/A | 1.432% | |
2/6/2025 | Bravias Capital Group LLC | 206,551 | $6.15M | 5.0% | N/A | 4.259% | |
2/3/2025 | Matauro LLC | 14,958 | $430K | 0.1% | N/A | 0.308% | |
1/31/2025 | Truist Financial Corp | 11,800 | $339K | 0.0% | -4.1% | 0.243% | |
1/17/2025 | Mutual Advisors LLC | 15,743 | $463K | 0.0% | -3.2% | 0.325% | |
1/15/2025 | ALM First Financial Advisors LLC | 1,777,551 | $50.57M | 11.2% | +6.2% | 36.651% | |
11/15/2024 | Jane Street Group LLC | 21,621 | $640K | 0.0% | -53.0% | 0.446% | |
11/6/2024 | Lifeworks Advisors LLC | 18,982 | $562K | 0.1% | N/A | 0.391% | |
11/4/2024 | Arvest Investments Inc. | 105,780 | $3.13M | 0.5% | -0.8% | 2.181% | |
10/25/2024 | Financial Advocates Investment Management | 7,681 | $227K | 0.0% | N/A | 0.158% | |
10/22/2024 | Tempus Wealth Planning LLC | 9,671 | $286K | 0.1% | -9.6% | 0.199% | |
10/19/2024 | Compass Ion Advisors LLC | 8,079 | $239K | 0.0% | -58.6% | 0.167% | |
10/8/2024 | Brightwater Advisory LLC | 11,476 | $340K | 0.3% | -60.9% | 0.237% | |
10/8/2024 | ALM First Financial Advisors LLC | 1,673,148 | $49.53M | 11.5% | +4.6% | 34.498% | |
9/10/2024 | Brightwater Advisory LLC | 29,318 | $836K | 0.6% | N/A | 0.604% | |
8/22/2024 | Cetera Investment Advisers | 98,691 | $2.81M | 0.0% | -5.5% | 2.035% | |
8/21/2024 | Truist Financial Corp | 14,650 | $418K | 0.0% | -15.6% | 0.302% | |
7/22/2024 | Hobbs Group Advisors LLC | 1,387 | $40K | 0.0% | N/A | 0.029% | |
5/24/2024 | Cetera Investment Advisers | 104,399 | $3.04M | 0.0% | N/A | 2.153% | |
4/29/2024 | Commonwealth Equity Services LLC | 75,821 | $2.21M | 0.0% | +1.6% | 1.532% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 160,432 | $4.67M | 0.0% | -7.7% | 3.241% | |
4/19/2024 | Tempus Wealth Planning LLC | 10,822 | $315K | 0.1% | -25.0% | 0.180% | |
4/19/2024 | Arvest Investments Inc. | 115,740 | $3.37M | 0.5% | +1.0% | 1.929% | |
4/18/2024 | Compass Ion Advisors LLC | 19,505 | $568K | 0.1% | -16.3% | 0.325% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 27,991 | $815K | 0.0% | +3.7% | 0.467% | |
2/9/2024 | Corient Private Wealth LLC | 19,638 | $540K | 0.0% | -30.2% | 0.327% | |
2/6/2024 | Lincoln National Corp | 47,032 | $1.29M | 0.0% | +0.9% | 0.784% | |
2/2/2024 | Truist Financial Corp | 17,850 | $491K | 0.0% | -36.5% | 0.298% | |
1/24/2024 | Arvest Investments Inc. | 114,549 | $3.15M | 0.5% | N/A | 1.909% | |
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1/24/2024 | Tempus Wealth Planning LLC | 14,435 | $397K | 0.2% | -17.7% | 0.241% | |
1/24/2024 | Compass Ion Advisors LLC | 23,309 | $641K | 0.1% | -16.8% | 0.388% | |
1/16/2024 | Raymond James & Associates | 11,570 | $318K | 0.0% | -27.9% | 0.193% | |
1/12/2024 | Mutual Advisors LLC | 12,194 | $335K | 0.0% | -21.6% | 0.203% | |
11/14/2023 | Mutual Advisors LLC | 15,562 | $419K | 0.0% | +29.2% | 0.259% | |
11/13/2023 | Cambria Investment Management L.P. | 423,820 | $11.42M | 0.9% | -0.1% | 7.064% | |
11/9/2023 | Betterment LLC | 427,303 | $11.52M | 0.0% | -0.1% | 7.122% | |
11/6/2023 | Lincoln National Corp | 46,626 | $1.26M | 0.0% | +18.3% | 0.777% | |
11/3/2023 | Compass Ion Advisors LLC | 28,004 | $755K | 0.1% | -19.7% | 0.467% | |
11/1/2023 | Tempus Wealth Planning LLC | 17,549 | $473K | 0.2% | +3.3% | 0.292% | |
10/25/2023 | Wealth Management Partners LLC | 9,737 | $262K | 0.2% | -10.2% | 0.162% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 173,522 | $4.68M | 0.0% | -12.5% | 2.892% | |
10/23/2023 | Commonwealth Equity Services LLC | 71,815 | $1.94M | 0.0% | +9.3% | 1.197% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 27,089 | $730K | 0.0% | -1.9% | 0.451% | |
9/12/2023 | Farther Finance Advisors LLC | 1,338 | $37K | 0.0% | N/A | 0.022% | |
8/10/2023 | Commonwealth Equity Services LLC | 65,704 | $1.82M | 0.0% | +0.8% | 1.077% | |
8/10/2023 | Cambria Investment Management L.P. | 424,406 | $11.75M | 1.0% | -2.2% | 6.957% | |
8/10/2023 | Cetera Advisor Networks LLC | 147,823 | $4.09M | 0.0% | -8.3% | 2.423% | |
8/7/2023 | Lincoln National Corp | 39,417 | $1.09M | 0.0% | -2.6% | 0.646% | |
7/31/2023 | LPL Financial LLC | 86,946 | $2.41M | 0.0% | -42.5% | 1.425% | |
7/31/2023 | Ausdal Financial Partners Inc. | 11,027 | $305K | 0.0% | -29.7% | 0.181% | |
7/31/2023 | Mutual Advisors LLC | 12,047 | $333K | 0.0% | +14.0% | 0.197% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 198,382 | $5.49M | 0.0% | +6.5% | 3.252% | |
7/25/2023 | Raymond James & Associates | 16,299 | $451K | 0.0% | -13.2% | 0.267% | |
7/21/2023 | Tempus Wealth Planning LLC | 16,989 | $470K | 0.2% | +6.5% | 0.279% | |
7/19/2023 | Eudaimonia Partners LLC | 9,783 | $271K | 0.1% | +4.5% | 0.160% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 14,123 | $391K | 0.0% | +2.7% | 0.232% | |
7/12/2023 | Professional Financial Advisors LLC | 8,746 | $242K | 0.1% | +17.8% | 0.143% | |
7/11/2023 | Brookstone Capital Management | 9,824 | $271K | 0.0% | -76.7% | 0.161% | |
5/16/2023 | Betterment LLC | 437,224 | $12.06M | 0.0% | -5.0% | 6.832% | |
5/11/2023 | Cambria Investment Management L.P. | 433,795 | $11.97M | 1.0% | -5.4% | 6.778% | |
5/10/2023 | LPL Financial LLC | 151,102 | $4.17M | 0.0% | -1.7% | 2.361% | |
5/8/2023 | Tempus Wealth Planning LLC | 15,953 | $440K | 0.2% | +15.4% | 0.249% | |
5/5/2023 | Truist Financial Corp | 29,800 | $822K | 0.0% | -4.5% | 0.466% | |
5/4/2023 | Wealthcare Advisory Partners LLC | 27,312 | $753K | 0.0% | +19.6% | 0.427% | |
5/4/2023 | Ausdal Financial Partners Inc. | 15,683 | $433K | 0.1% | +24.8% | 0.245% | |
5/3/2023 | Integrated Wealth Concepts LLC | 8,071 | $223K | 0.0% | N/A | 0.126% | |
5/2/2023 | Lincoln National Corp | 40,453 | $1.12M | 0.0% | +57.9% | 0.632% | |
4/27/2023 | Professional Financial Advisors LLC | 7,424 | $239K | 0.1% | -64.9% | 0.116% | |
4/19/2023 | Brookstone Capital Management | 42,073 | $1.18M | 0.0% | -4.9% | 0.657% | |
4/14/2023 | Wealth Management Partners LLC | 10,837 | $299K | 0.2% | N/A | 0.169% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 186,230 | $5.14M | 0.0% | +14.5% | 2.910% | |
4/14/2023 | Raymond James & Associates | 18,786 | $518K | 0.0% | -24.9% | 0.294% | |
4/11/2023 | Mutual Advisors LLC | 10,571 | $292K | 0.0% | +39.1% | 0.165% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 22,835 | $647K | 0.0% | +32.0% | 0.000% | |
2/13/2023 | Betterment LLC | 460,039 | $13.03M | 0.0% | -2.6% | 0.000% | |
2/10/2023 | Advisor Group Holdings Inc. | 77,577 | $2.20M | 0.0% | +25.4% | 0.000% | |
2/10/2023 | Tempus Wealth Planning LLC | 13,821 | $391K | 0.2% | +24.6% | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 162,657 | $4.61M | 0.0% | -2.2% | 0.000% | |
2/8/2023 | Raymond James & Associates | 25,019 | $709K | 0.0% | -28.5% | 0.000% | |
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2/8/2023 | Cambridge Investment Research Advisors Inc. | 14,614 | $414K | 0.0% | N/A | 0.000% | |
2/8/2023 | Lincoln National Corp | 25,613 | $725K | 0.0% | +147.2% | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 68,347 | $1.94M | 0.0% | -60.4% | 0.000% | |
2/7/2023 | LPL Financial LLC | 153,645 | $4.35M | 0.0% | +13.5% | 0.000% | |
2/7/2023 | Envestnet Asset Management Inc. | 12,093 | $342K | 0.0% | +8.4% | 0.000% | |
2/3/2023 | Ausdal Financial Partners Inc. | 12,563 | $356K | 0.1% | +9.2% | 0.000% | |
1/24/2023 | Eudaimonia Partners LLC | 9,063 | $257K | 0.1% | +15.3% | 0.000% | |
1/18/2023 | Compass Ion Advisors LLC | 51,194 | $1.45M | 0.4% | +612.0% | 0.000% | |
1/17/2023 | ALM First Financial Advisors LLC | 1,600,000 | $45.31M | 19.3% | N/A | 0.000% | |
1/12/2023 | Mutual Advisors LLC | 7,600 | $215K | 0.0% | N/A | 0.000% | |