4/29/2025 | Phil A. Younker & Associates Ltd. | 194,616 | $8.72M | 8.6% | -2.0% | 3.578% | |
4/24/2025 | PDS Planning Inc | 17,865 | $801K | 0.1% | -11.9% | 0.328% | |
4/23/2025 | Golden State Wealth Management LLC | 47,853 | $2.15M | 0.2% | +77.8% | 0.878% | |
4/23/2025 | Golden State Equity Partners | 40,314 | $1.81M | 0.4% | -5.2% | 0.740% | |
4/23/2025 | Win Advisors Inc. | 19,106 | $856K | 0.4% | -4.0% | 0.351% | |
4/10/2025 | Retireful LLC | 24,349 | $1.09M | 1.1% | -19.9% | 0.447% | |
4/10/2025 | Johnson & White Wealth Management LLC | 11,874 | $532K | 0.3% | N/A | 0.218% | |
4/9/2025 | NBC Securities Inc. | 3,768 | $168K | 0.0% | +125,500.0% | 0.069% | |
2/17/2025 | Bank of America Corp DE | 114,218 | $5.05M | 0.0% | +117.2% | 2.069% | |
2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 686 | $30K | 0.0% | N/A | 0.012% | |
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2/14/2025 | Hancock Whitney Corp | 41,754 | $1.85M | 0.1% | +16.6% | 0.756% | |
2/13/2025 | Mariner LLC | 11,051 | $488K | 0.0% | +2.3% | 0.200% | |
2/13/2025 | First Foundation Advisors | 314,502 | $13.90M | 0.5% | -4.5% | 5.698% | |
2/13/2025 | Raymond James Financial Inc. | 551,326 | $24.36M | 0.0% | N/A | 9.988% | |
2/13/2025 | Advisory Services Network LLC | 7,553 | $334K | 0.0% | -41.4% | 0.137% | |
2/13/2025 | Cerity Partners LLC | 6,674 | $295K | 0.0% | +50.0% | 0.121% | |
2/13/2025 | Wells Fargo & Company MN | 80,305 | $3.55M | 0.0% | +1.6% | 1.455% | |
2/12/2025 | JPMorgan Chase & Co. | 5,725 | $253K | 0.0% | +154.8% | 0.104% | |
2/11/2025 | LPL Financial LLC | 227,619 | $10.06M | 0.0% | +26.1% | 4.124% | |
2/10/2025 | Taylor Financial Group Inc. | 55,940 | $2.47M | 1.7% | +8.0% | 1.013% | |
2/10/2025 | Commonwealth Equity Services LLC | 5,209 | $230K | 0.0% | N/A | 0.094% | |
2/10/2025 | Avantax Advisory Services Inc. | 5,179 | $229K | 0.0% | N/A | 0.094% | |
2/7/2025 | HighTower Advisors LLC | 6,107 | $270K | 0.0% | -12.7% | 0.111% | |
2/7/2025 | Mesirow Financial Investment Management Inc. | 549,790 | $24.29M | 0.5% | -2.1% | 9.960% | |
2/6/2025 | Raymond James Financial Inc. | 551,326 | $24.36M | 0.0% | N/A | 9.988% | |
2/6/2025 | SBI Securities Co. Ltd. | 2,213 | $98K | 0.0% | N/A | 0.040% | |
2/3/2025 | Private Advisor Group LLC | 5,186 | $229K | 0.0% | +14.7% | 0.094% | |
1/31/2025 | Key Financial Inc | 779 | $34K | 0.0% | +56.4% | 0.014% | |
1/28/2025 | Bright Financial Advisors Inc. | 154,688 | $6.83M | 4.3% | -3.2% | 2.802% | |
1/28/2025 | Golden State Wealth Management LLC | 26,909 | $1.19M | 0.2% | N/A | 0.487% | |
1/27/2025 | Silver Oak Securities Incorporated | 10,306 | $456K | 0.0% | N/A | 0.187% | |
1/27/2025 | Win Advisors Inc. | 19,902 | $879K | 0.4% | N/A | 0.361% | |
1/24/2025 | Golden State Equity Partners | 42,529 | $1.88M | 0.4% | -20.4% | 0.770% | |
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% | |
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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% | |
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% | |
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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% | |