11/19/2024 | Barclays PLC | 4,066 | $160K | 0.0% | N/A | 0.021% | |
11/18/2024 | Orion Capital Management LLC | 15,665 | $615K | 0.3% | -3.1% | 0.081% | |
11/15/2024 | Frisch Financial Group Inc. | 8,891 | $349K | 0.1% | -79.9% | 0.046% | |
11/15/2024 | Barclays PLC | 4,066 | $160K | 0.0% | N/A | 0.021% | |
11/15/2024 | MML Investors Services LLC | 54,018 | $2.12M | 0.0% | +0.8% | 0.278% | |
11/15/2024 | Orion Portfolio Solutions LLC | 16,463 | $646K | 0.0% | -1.9% | 0.085% | |
|
11/15/2024 | Jane Street Group LLC | 55,361 | $2.17M | 0.0% | +15.3% | 0.285% | |
11/15/2024 | Weaver Consulting Group | 8,597 | $337K | 0.1% | -13.8% | 0.044% | |
11/15/2024 | HighTower Advisors LLC | 133,646 | $5.25M | 0.0% | -4.6% | 0.688% | |
11/15/2024 | Benjamin Edwards Inc. | 15,411 | $605K | 0.0% | N/A | 0.079% | |
11/14/2024 | First Commonwealth Financial Corp PA | 26,158 | $1.03M | 0.2% | -9.1% | 0.135% | |
11/13/2024 | WorthPointe LLC | 31,433 | $1.23M | 0.5% | -1.5% | 0.162% | |
11/13/2024 | Townsquare Capital LLC | 95,564 | $3.75M | 0.0% | -38.7% | 0.492% | |
11/12/2024 | Penserra Capital Management LLC | 1,023,900 | $40.19M | 0.9% | +5.9% | 5.270% | |
11/8/2024 | Bellwether Advisors LLC | 86,783 | $3.41M | 0.7% | -0.8% | 0.447% | |
11/8/2024 | First City Capital Management Inc. | 6,750 | $265K | 0.1% | -28.9% | 0.035% | |
11/7/2024 | MAI Capital Management | 105,375 | $4.14M | 0.0% | -28.7% | 0.542% | |
11/7/2024 | Sugar Maple Asset Management LLC | 13,519 | $531K | 0.5% | -3.6% | 0.070% | |
11/6/2024 | OneDigital Investment Advisors LLC | 162,666 | $6.39M | 0.1% | -5.2% | 0.837% | |
11/6/2024 | Main Street Financial Solutions LLC | 37,055 | $1.45M | 0.1% | -12.9% | 0.191% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 22,582 | $886K | 0.1% | +1.5% | 0.116% | |
11/4/2024 | Sigma Planning Corp | 7,369 | $289K | 0.0% | -67.5% | 0.038% | |
11/1/2024 | Corrado Advisors LLC | 44,786 | $1.76M | 1.1% | -2.7% | 0.230% | |
11/1/2024 | Comprehensive Financial Consultants Institutional Inc. | 90,778 | $3.56M | 1.3% | -4.8% | 0.467% | |
10/31/2024 | Global Strategic Investment Solutions LLC | 8,628 | $339K | 0.0% | -37.5% | 0.044% | |
10/31/2024 | Ascent Wealth Partners LLC | 13,930 | $547K | 0.1% | -16.5% | 0.072% | |
10/30/2024 | Hazlett Burt & Watson Inc. | 800 | $31K | 0.0% | -76.6% | 0.004% | |
10/29/2024 | Janney Montgomery Scott LLC | 55,414 | $2.18M | 0.0% | -12.2% | 0.285% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 2,800 | $110K | 0.0% | -15.2% | 0.014% | |
10/28/2024 | Focus Financial Network Inc. | 9,805 | $385K | 0.0% | -8.8% | 0.050% | |
10/25/2024 | Cornerstone Wealth Group LLC | 36,250 | $1.42M | 0.1% | -7.3% | 0.187% | |
10/25/2024 | Strategic Blueprint LLC | 17,085 | $671K | 0.0% | -17.8% | 0.088% | |
10/25/2024 | Diversify Advisory Services LLC | 121,643 | $4.81M | 0.3% | -10.1% | 0.626% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 32,588 | $1.28M | 0.2% | +1.8% | 0.168% | |
10/24/2024 | FSA Advisors Inc. | 17,662 | $693K | 0.7% | -24.7% | 0.091% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 39,622 | $1.56M | 0.0% | -55.6% | 0.204% | |
10/23/2024 | Silver Oak Securities Incorporated | 13,311 | $521K | 0.1% | +88.0% | 0.069% | |
10/22/2024 | Chris Bulman Inc | 21,803 | $856K | 0.6% | -25.5% | 0.112% | |
10/22/2024 | Weaver Capital Management LLC | 39,316 | $1.54M | 0.5% | -3.4% | 0.202% | |
10/21/2024 | Foundations Investment Advisors LLC | 32,849 | $1.29M | 0.0% | +37.0% | 0.169% | |
Tesla Execs are Freaking Out (Ad) It’s so revolutionary that tech giants like Microsoft, Amazon, and NVIDIA are all lining up to get their hands on it.
And Elon Musk has completely restructured Tesla to chase this opportunity.
This is a once-in-a-lifetime opportunity that you don’t want to miss. Click here to get the details. |
10/21/2024 | Castleview Partners LLC | 1,878 | $74K | 0.0% | -31.0% | 0.010% | |
10/18/2024 | Stratos Wealth Advisors LLC | 36,813 | $1.45M | 0.1% | -10.5% | 0.189% | |
10/17/2024 | BCS Wealth Management | 75,821 | $2.98M | 1.3% | -6.6% | 0.390% | |
10/15/2024 | Keystone Wealth Services LLC | 47,282 | $1.86M | 0.5% | -5.0% | 0.243% | |
10/10/2024 | Retirement Planning Group LLC | 20,402 | $801K | 0.0% | +2.4% | 0.105% | |
10/10/2024 | CRA Financial Services LLC | 25,822 | $1.01M | 0.2% | -5.0% | 0.133% | |
10/9/2024 | ORBA Wealth Advisors L.L.C. | 20,543 | $806K | 0.4% | -4.8% | 0.106% | |
10/9/2024 | Cypress Wealth Services LLC | 42,170 | $1.66M | 0.3% | -21.3% | 0.217% | |
10/8/2024 | Gill Capital Partners LLC | 55,774 | $2.19M | 0.8% | -1.6% | 0.287% | |
10/8/2024 | Brookstone Capital Management | 190,676 | $7.48M | 0.1% | -79.0% | 0.981% | |
10/8/2024 | City Holding Co. | 62,347 | $2.45M | 0.3% | -4.5% | 0.321% | |
10/8/2024 | Sugarloaf Wealth Management LLC | 10,273 | $403K | 0.1% | -3.9% | 0.053% | |
10/7/2024 | Cypress Financial Planning LLC | 6,587 | $259K | 0.1% | +4.8% | 0.034% | |
10/7/2024 | Lakeridge Wealth Management LLC | 34,951 | $1.37M | 0.8% | -1.1% | 0.180% | |
9/11/2024 | Summit Wealth Partners LLC | 10,709 | $406K | 0.1% | -15.6% | 0.055% | |
8/27/2024 | Dana Investment Advisors Inc. | 7,262 | $275K | 0.0% | N/A | 0.037% | |
8/22/2024 | Cetera Investment Advisers | 275,825 | $10.46M | 0.0% | -5.2% | 1.420% | |
8/21/2024 | Advisory Alpha LLC | 84,180 | $3.19M | 0.1% | -0.5% | 0.433% | |
8/21/2024 | Truist Financial Corp | 110,397 | $4.19M | 0.0% | -8.7% | 0.568% | |
8/20/2024 | HFG Wealth Management LLC | 221,900 | $8.41M | 5.4% | N/A | 1.142% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 11,439 | $434K | 0.0% | +28.7% | 0.059% | |
8/16/2024 | NewEdge Advisors LLC | 48,432 | $1.84M | 0.0% | +1.5% | 0.249% | |
8/16/2024 | Straight Path Wealth Management | 6,260 | $237K | 0.1% | N/A | 0.032% | |
8/14/2024 | Bank of Montreal Can | 14,503 | $553K | 0.0% | N/A | 0.075% | |
8/13/2024 | AE Wealth Management LLC | 68,521 | $2.60M | 0.0% | -94.7% | 0.353% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 28,794 | $1.09M | 0.0% | -13.8% | 0.148% | |
8/10/2024 | Firestone Capital Management | 8,287 | $314K | 0.1% | N/A | 0.043% | |
8/10/2024 | Yarger Wealth Strategies LLC | 66,137 | $2.51M | 1.5% | +17.2% | 0.340% | |
8/10/2024 | Frisch Financial Group Inc. | 44,329 | $1.68M | 0.5% | -3.1% | 0.228% | |
8/8/2024 | Envestnet Asset Management Inc. | 122,822 | $4.66M | 0.0% | -6.5% | 0.632% | |
8/8/2024 | CoreCap Advisors LLC | 111,777 | $4.24M | 0.4% | N/A | 0.575% | |
8/8/2024 | WPWealth LLP | 6,297 | $239K | 0.1% | -93.2% | 0.032% | |
8/8/2024 | Hazlett Burt & Watson Inc. | 3,425 | $129K | 0.1% | +67.1% | 0.018% | |
8/7/2024 | Liberty Wealth Management LLC | 33,521 | $1.27M | 0.0% | N/A | 0.173% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 1,118 | $42K | 0.0% | N/A | 0.006% | |
8/6/2024 | Chris Bulman Inc | 29,268 | $1.11M | 0.8% | N/A | 0.151% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 43,162 | $1.64M | 0.3% | -2.3% | 0.222% | |
8/2/2024 | Belpointe Asset Management LLC | 90,962 | $3.45M | 0.2% | +1.0% | 0.468% | |
8/2/2024 | Foundations Investment Advisors LLC | 23,975 | $909K | 0.0% | +42.8% | 0.123% | |
8/2/2024 | Weaver Capital Management LLC | 40,705 | $1.54M | 0.5% | -6.3% | 0.209% | |
8/1/2024 | Bellwether Advisors LLC | 87,457 | $3.32M | 0.7% | -1.2% | 0.450% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 22,242 | $843K | 0.1% | -2.8% | 0.114% | |
7/29/2024 | Arkadios Wealth Advisors | 10,572 | $401K | 0.0% | +27.3% | 0.054% | |
7/27/2024 | Strategic Blueprint LLC | 20,795 | $789K | 0.1% | +13.1% | 0.107% | |
7/26/2024 | Crown Wealth Group LLC | 5,945 | $225K | 0.1% | -5.5% | 0.031% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 32,017 | $1.21M | 0.2% | +2.4% | 0.165% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 116,275 | $4.41M | 0.0% | +0.7% | 0.598% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 6,583 | $250K | 0.0% | N/A | 0.034% | |
7/25/2024 | RPS Advisory Solutions LLC | 33,643 | $1.28M | 1.2% | N/A | 0.173% | |
7/24/2024 | Catalina Capital Group LLC | 79,842 | $3.03M | 1.1% | +39.3% | 0.411% | |
“This Changes Everything” - Trump Hands Millions Massive IRS Gift (Ad) Now it's your time to return the favor by taking advantage of this tax "revenge loophole."
Because even as we wait for Trump's agenda to kick in… >> YES! Send Me My FREE Gold Guide! |
7/19/2024 | KFG Wealth Management LLC | 113,367 | $4.30M | 1.7% | +5.1% | 0.583% | |
7/19/2024 | Raymond James & Associates | 56,981 | $2.16M | 0.0% | +0.9% | 0.293% | |
7/19/2024 | MBL Wealth LLC | 83,716 | $3.18M | 0.4% | +327.2% | 0.431% | |
7/18/2024 | Brookstone Capital Management | 906,253 | $34.76M | 0.6% | -4.1% | 4.664% | |
7/18/2024 | Triad Wealth Partners LLC | 943 | $36K | 0.0% | N/A | 0.005% | |
7/18/2024 | Fiduciary Financial Group LLC | 13,380 | $516K | 0.1% | N/A | 0.069% | |
7/17/2024 | Comprehensive Financial Consultants Institutional Inc. | 95,342 | $3.62M | 1.4% | -2.1% | 0.491% | |
7/16/2024 | ORBA Wealth Advisors L.L.C. | 21,573 | $818K | 0.4% | +126.8% | 0.111% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 89,253 | $3.38M | 0.0% | -6.7% | 0.459% | |
7/15/2024 | RFG Advisory LLC | 48,612 | $1.84M | 0.1% | +3.0% | 0.250% | |