1/30/2025 | Financial Guidance Group Inc. | 75,459 | $3.88M | 2.1% | -6.5% | 0.577% | |
1/29/2025 | TFB Advisors LLC | 13,098 | $673K | 0.2% | +38.9% | 0.100% | |
1/28/2025 | SOA Wealth Advisors LLC. | 14,494 | $745K | 0.1% | -2.6% | 0.111% | |
1/27/2025 | Foguth Wealth Management LLC. | 80,950 | $4.27M | 1.1% | +789.7% | 0.619% | |
1/24/2025 | GDS Wealth Management | 40,465 | $2.08M | 0.2% | N/A | 0.309% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 26,276 | $1.35M | 0.0% | N/A | 0.201% | |
1/24/2025 | Chicago Partners Investment Group LLC | 10,250 | $530K | 0.0% | -22.9% | 0.078% | |
1/23/2025 | New Wave Wealth Advisors LLC | 1,220 | $63K | 0.0% | N/A | 0.009% | |
1/23/2025 | Strategic Blueprint LLC | 26,887 | $1.38M | 0.1% | -4.5% | 0.206% | |
1/22/2025 | Foundations Investment Advisors LLC | 32,528 | $1.67M | 0.0% | -3.9% | 0.249% | |
|
1/22/2025 | Kingswood Wealth Advisors LLC | 13,996 | $719K | 0.1% | +95.9% | 0.107% | |
1/21/2025 | Echo Wealth Management LLC | 6,317 | $325K | 0.2% | +3.1% | 0.048% | |
1/21/2025 | Black Point Wealth Management | 7,280 | $374K | 0.4% | -3.6% | 0.056% | |
1/17/2025 | Mutual Advisors LLC | 7,740 | $402K | 0.0% | -2.5% | 0.059% | |
1/16/2025 | McCarthy & Cox | 239,599 | $12.31M | 4.3% | -1.0% | 1.832% | |
1/15/2025 | Ameritas Advisory Services LLC | 26,486 | $1.36M | 0.0% | -50.5% | 0.202% | |
1/15/2025 | Arkadios Wealth Advisors | 18,110 | $930K | 0.1% | N/A | 0.138% | |
1/15/2025 | Merit Financial Group LLC | 6,022 | $309K | 0.0% | N/A | 0.046% | |
1/14/2025 | Signal Advisors Wealth LLC | 66,740 | $3.43M | 0.4% | +417.3% | 0.510% | |
1/13/2025 | Fragasso Financial Advisors Inc | 66,255 | $3.40M | 0.3% | -0.9% | 0.507% | |
1/13/2025 | Brookstone Capital Management | 19,193 | $986K | 0.0% | +23.7% | 0.147% | |
12/26/2024 | JPMorgan Chase & Co. | 11,931 | $603K | 0.0% | +30.6% | 0.091% | |
12/16/2024 | SMART Wealth LLC | 5,076 | $256K | 0.1% | -97.0% | 0.039% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 12,451 | $627K | 0.0% | -8.8% | 0.095% | |
11/25/2024 | Sanctuary Advisors LLC | 4,686 | $242K | 0.0% | N/A | 0.036% | |
11/20/2024 | SOA Wealth Advisors LLC. | 14,881 | $752K | 0.1% | +5.4% | 0.114% | |
11/19/2024 | Barclays PLC | 2,850 | $144K | 0.0% | N/A | 0.022% | |
11/15/2024 | Barclays PLC | 2,850 | $144K | 0.0% | N/A | 0.022% | |
11/15/2024 | MML Investors Services LLC | 90,196 | $4.56M | 0.0% | -0.7% | 0.690% | |
11/15/2024 | Orion Portfolio Solutions LLC | 5,740 | $290K | 0.0% | +18.1% | 0.044% | |
11/15/2024 | Jane Street Group LLC | 15,303 | $773K | 0.0% | N/A | 0.117% | |
11/14/2024 | Plotkin Financial Advisors LLC | 10,525 | $532K | 0.3% | N/A | 0.080% | |
11/14/2024 | Captrust Financial Advisors | 52,828 | $2.67M | 0.0% | -3.0% | 0.404% | |
11/14/2024 | Rockefeller Capital Management L.P. | 29,731 | $1.50M | 0.0% | +30.1% | 0.227% | |
11/14/2024 | CreativeOne Wealth LLC | 152,984 | $7.73M | 0.3% | +26.8% | 1.170% | |
11/13/2024 | Freedom Investment Management Inc. | 27,058 | $1.37M | 0.1% | -4.1% | 0.207% | |
11/12/2024 | Icon Wealth Advisors LLC | 16,411 | $829K | 0.0% | +121.4% | 0.125% | |
11/8/2024 | Avior Wealth Management LLC | 8,145 | $411K | 0.0% | -26.6% | 0.062% | |
11/7/2024 | Semus Wealth Partners LLC | 55,966 | $2.83M | 2.0% | -5.9% | 0.428% | |
11/6/2024 | WESPAC Advisors SoCal LLC | 7,870 | $398K | 0.1% | +7.8% | 0.060% | |
Will DeepSeek pop the AI bubble? (Ad) An overseas AI rival sent shockwaves through the U.S. tech market last week...
Leaving millions of investors worrying – Is this the end of the great AI bull run? We've outlined the exact steps to take in a free interview. |
11/6/2024 | OneDigital Investment Advisors LLC | 11,728 | $592K | 0.0% | +8.3% | 0.090% | |
11/6/2024 | Valtinson Bruner Financial Planning LLC | 67,604 | $3.42M | 1.2% | -5.4% | 0.517% | |
11/5/2024 | Aptus Capital Advisors LLC | 80,714 | $4.08M | 0.1% | -11.5% | 0.617% | |
11/5/2024 | Harbour Investments Inc. | 58,691 | $2.97M | 0.1% | -34.1% | 0.449% | |
11/1/2024 | Atria Investments Inc | 143,249 | $7.24M | 0.1% | +5.2% | 1.095% | |
11/1/2024 | Assetmark Inc. | 60,662 | $3.07M | 0.0% | +198.4% | 0.464% | |
11/1/2024 | Holistic Planning LLC | 6,743 | $341K | 0.1% | N/A | 0.052% | |
10/31/2024 | TFB Advisors LLC | 9,430 | $476K | 0.1% | +20.8% | 0.072% | |
10/31/2024 | Concurrent Investment Advisors LLC | 7,252 | $366K | 0.0% | +16.6% | 0.055% | |
10/30/2024 | Hanlon Investment Management Inc. | 5,087 | $257K | 0.1% | +6.0% | 0.039% | |
10/30/2024 | United Advisor Group LLC | 8,665 | $438K | 0.1% | N/A | 0.066% | |
10/29/2024 | Janney Montgomery Scott LLC | 34,175 | $1.73M | 0.0% | +5.3% | 0.261% | |
10/28/2024 | Focus Financial Network Inc. | 4,178 | $211K | 0.0% | N/A | 0.032% | |
10/28/2024 | Stephens Inc. AR | 113,885 | $5.75M | 0.1% | +43.1% | 0.871% | |
10/25/2024 | Strategic Blueprint LLC | 28,168 | $1.42M | 0.1% | +3.7% | 0.215% | |
10/23/2024 | Financial Guidance Group Inc. | 80,666 | $4.08M | 2.4% | -11.5% | 0.617% | |
10/22/2024 | Chris Bulman Inc | 5,785 | $292K | 0.2% | +763.4% | 0.044% | |
10/21/2024 | Foundations Investment Advisors LLC | 33,856 | $1.71M | 0.0% | -3.6% | 0.259% | |
10/21/2024 | Integrity Financial Corp WA | 34,596 | $1.75M | 1.0% | +23.4% | 0.264% | |
10/18/2024 | Raymond James & Associates | 74,223 | $3.75M | 0.0% | +2.9% | 0.567% | |
10/15/2024 | Keystone Wealth Services LLC | 192,377 | $9.72M | 2.7% | +0.4% | 1.471% | |
10/15/2024 | NBC Securities Inc. | 5,765 | $291K | 0.0% | +24.3% | 0.044% | |
10/10/2024 | McCarthy & Cox | 241,965 | $12.22M | 4.7% | -0.5% | 1.850% | |
10/8/2024 | CWM LLC | 188,163 | $9.51M | 0.0% | +4.8% | 1.439% | |
10/8/2024 | Brookstone Capital Management | 15,514 | $784K | 0.0% | +40.0% | 0.119% | |
10/8/2024 | Legacy Private Trust Co. | 6,765 | $342K | 0.0% | -19.1% | 0.052% | |
10/5/2024 | Central Valley Advisors LLC | 9,043 | $457K | 0.3% | -92.1% | 0.069% | |
10/3/2024 | Park Avenue Securities LLC | 5,016 | $253K | 0.0% | N/A | 0.038% | |
9/23/2024 | Centaurus Financial Inc. | 14,113 | $683K | 0.0% | +521.4% | 0.108% | |
8/22/2024 | Cetera Investment Advisers | 270,183 | $13.08M | 0.0% | +20.3% | 2.066% | |
8/21/2024 | Truist Financial Corp | 31,562 | $1.53M | 0.0% | -11.6% | 0.241% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 13,651 | $661K | 0.0% | +11.9% | 0.104% | |
8/16/2024 | Sunbelt Securities Inc. | 9,862 | $477K | 0.0% | -7.8% | 0.075% | |
8/16/2024 | NewEdge Advisors LLC | 21,442 | $1.04M | 0.0% | -5.5% | 0.164% | |
8/14/2024 | Insigneo Advisory Services LLC | 4,600 | $215K | 0.0% | N/A | 0.035% | |
8/14/2024 | Clear Point Advisors Inc. | 1,165 | $56K | 0.0% | -56.3% | 0.009% | |
8/13/2024 | AE Wealth Management LLC | 20,477 | $991K | 0.0% | +329.5% | 0.157% | |
8/8/2024 | Envestnet Asset Management Inc. | 327,146 | $15.83M | 0.0% | +36.9% | 2.501% | |
8/8/2024 | CoreCap Advisors LLC | 8,242 | $399K | 0.0% | N/A | 0.063% | |
8/7/2024 | MGO One Seven LLC | 22,025 | $1.07M | 0.1% | +255.7% | 0.168% | |
8/6/2024 | Chris Bulman Inc | 670 | $32K | 0.0% | N/A | 0.005% | |
8/6/2024 | Hanlon Investment Management Inc. | 4,797 | $232K | 0.1% | N/A | 0.037% | |
8/6/2024 | Valtinson Bruner Financial Planning LLC | 71,435 | $3.46M | 1.4% | -4.5% | 0.546% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 38,659 | $1.87M | 0.4% | -1.8% | 0.296% | |
8/2/2024 | Foundations Investment Advisors LLC | 35,124 | $1.70M | 0.0% | N/A | 0.269% | |
8/2/2024 | FSB Premier Wealth Management Inc. | 9,562 | $463K | 0.2% | +21.1% | 0.073% | |
8/1/2024 | Laidlaw Wealth Management LLC | 26,908 | $1.30M | 0.7% | +3.5% | 0.206% | |
7/31/2024 | Aptus Capital Advisors LLC | 91,207 | $4.41M | 0.1% | -22.9% | 0.697% | |
7/31/2024 | Semus Wealth Partners LLC | 59,489 | $2.88M | 2.2% | N/A | 0.455% | |
7/31/2024 | Anfield Capital Management LLC | 2,595 | $126K | 0.1% | N/A | 0.020% | |
Will DeepSeek pop the AI bubble? (Ad) An overseas AI rival sent shockwaves through the U.S. tech market last week...
Leaving millions of investors worrying – Is this the end of the great AI bull run? We've outlined the exact steps to take in a free interview. |
7/31/2024 | Commonwealth Equity Services LLC | 577,433 | $27.95M | 0.0% | +13.0% | 4.415% | |
7/31/2024 | Concurrent Investment Advisors LLC | 6,221 | $301K | 0.0% | N/A | 0.048% | |
7/30/2024 | Integrity Financial Corp WA | 28,047 | $1.36M | 0.8% | +27.6% | 0.214% | |
7/30/2024 | TFB Advisors LLC | 7,807 | $378K | 0.1% | N/A | 0.060% | |
7/30/2024 | Key Financial Inc | 782 | $38K | 0.0% | -21.8% | 0.006% | |
7/29/2024 | Ameritas Advisory Services LLC | 47,962 | $2.32M | 0.1% | +309.0% | 0.367% | |
7/27/2024 | Strategic Blueprint LLC | 27,163 | $1.32M | 0.1% | +47.6% | 0.208% | |
7/26/2024 | Harbour Investments Inc. | 89,113 | $4.31M | 0.1% | -43.6% | 0.681% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 15,502 | $750K | 0.0% | +10.4% | 0.119% | |
7/25/2024 | Financial Guidance Group Inc. | 91,159 | $4.41M | 2.7% | -22.9% | 0.697% | |