11/18/2024 | Arete Wealth Advisors LLC | 4,481 | $216K | 0.0% | -9.9% | 0.157% | |
11/18/2024 | Asset Allocation Strategies LLC | 54,402 | $2.63M | 0.7% | -30.6% | 1.909% | |
11/15/2024 | MML Investors Services LLC | 12,875 | $623K | 0.0% | -26.7% | 0.452% | |
11/15/2024 | Jane Street Group LLC | 35,283 | $1.71M | 0.0% | +104.3% | 1.238% | |
11/15/2024 | HighTower Advisors LLC | 45,277 | $2.19M | 0.0% | -12.9% | 1.589% | |
11/15/2024 | Benjamin Edwards Inc. | 39,516 | $1.92M | 0.0% | N/A | 1.387% | |
|
11/14/2024 | National Wealth Management Group LLC | 6,154 | $298K | 0.2% | -14.1% | 0.216% | |
10/29/2024 | Janney Montgomery Scott LLC | 15,993 | $773K | 0.0% | -9.1% | 0.542% | |
10/28/2024 | US Bancorp DE | 11,100 | $537K | 0.0% | +3.1% | 0.376% | |
10/25/2024 | Twin Peaks Wealth Advisors LLC | 55,771 | $2.70M | 1.2% | -3.4% | 1.859% | |
10/24/2024 | Hibernia Wealth Partners LLC | 4,761 | $230K | 0.1% | N/A | 0.159% | |
10/24/2024 | Arkadios Wealth Advisors | 7,978 | $386K | 0.0% | +4.6% | 0.266% | |
10/22/2024 | Sebold Capital Management Inc. | 15,841 | $766K | 0.5% | -13.6% | 0.528% | |
10/21/2024 | Integrity Financial Corp WA | 8,763 | $424K | 0.2% | -3.8% | 0.292% | |
10/15/2024 | NBC Securities Inc. | 6,513 | $314K | 0.0% | -26.9% | 0.217% | |
10/10/2024 | Koshinski Asset Management Inc. | 7,025 | $340K | 0.0% | +4.0% | 0.234% | |
10/8/2024 | CWM LLC | 28,554 | $1.38M | 0.0% | +1,035.3% | 0.952% | |
10/8/2024 | WealthCare Investment Partners LLC | 28,737 | $1.37M | 0.6% | +3.4% | 0.958% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 6,928 | $335K | 0.0% | -10.6% | 0.231% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 3,706 | $174K | 0.0% | -6.9% | 0.120% | |
8/16/2024 | NewEdge Advisors LLC | 52,360 | $2.46M | 0.0% | -3.3% | 1.689% | |
8/16/2024 | Susquehanna International Group LLP | 100,042 | $4.71M | 0.0% | +16.7% | 3.227% | |
8/14/2024 | Bank of Montreal Can | 8,400 | $403K | 0.0% | N/A | 0.271% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 27,591 | $1.30M | 0.0% | -1.1% | 0.890% | |
8/8/2024 | J.W. Cole Advisors Inc. | 4,463 | $210K | 0.0% | -5.5% | 0.144% | |
8/8/2024 | CoreCap Advisors LLC | 18,602 | $875K | 0.1% | N/A | 0.600% | |
8/6/2024 | Advisor OS LLC | 5,648 | $266K | 0.0% | +21.5% | 0.182% | |
7/31/2024 | Asset Allocation Strategies LLC | 78,399 | $3.69M | 1.2% | -1.5% | 2.489% | |
7/31/2024 | Commonwealth Equity Services LLC | 30,082 | $1.42M | 0.0% | +3.8% | 0.955% | |
7/30/2024 | Integrity Financial Corp WA | 9,106 | $429K | 0.3% | -76.0% | 0.289% | |
7/26/2024 | Harbour Investments Inc. | 5,099 | $240K | 0.0% | -15.2% | 0.162% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 21,357 | $1.01M | 0.0% | -48.2% | 0.678% | |
7/18/2024 | WealthCare Investment Partners LLC | 27,785 | $1.31M | 0.6% | +2.1% | 0.882% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 7,753 | $365K | 0.0% | -10.0% | 0.246% | |
7/12/2024 | Southland Equity Partners LLC | 8,239 | $388K | 0.1% | -25.0% | 0.262% | |
7/12/2024 | Accel Wealth Management | 5,488 | $258K | 0.1% | +21.4% | 0.174% | |
7/11/2024 | Clarus Wealth Advisors | 8,507 | $413K | 0.2% | +2.9% | 0.270% | |
5/24/2024 | Cetera Advisors LLC | 13,026 | $602K | 0.0% | -11.5% | 0.383% | |
5/17/2024 | National Wealth Management Group LLC | 7,667 | $354K | 0.3% | -3.7% | 0.226% | |
5/9/2024 | Koshinski Asset Management Inc. | 5,306 | $245K | 0.0% | N/A | 0.156% | |
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5/8/2024 | Avantax Advisory Services Inc. | 9,258 | $428K | 0.0% | -32.6% | 0.272% | |
5/8/2024 | US Bancorp DE | 9,473 | $437K | 0.0% | +7.1% | 0.279% | |
5/3/2024 | Integrity Financial Corp WA | 38,020 | $1.76M | 1.2% | -53.1% | 1.118% | |
5/1/2024 | Janney Montgomery Scott LLC | 17,733 | $819K | 0.0% | -41.3% | 0.522% | |
4/30/2024 | J.W. Cole Advisors Inc. | 4,722 | $218K | 0.0% | N/A | 0.139% | |
4/30/2024 | Commonwealth Equity Services LLC | 28,969 | $1.34M | 0.0% | -7.6% | 0.852% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 27,888 | $1.29M | 0.0% | -22.1% | 0.820% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 41,195 | $1.90M | 0.0% | -24.8% | 1.212% | |
4/23/2024 | Twin Peaks Wealth Advisors LLC | 59,217 | $2.74M | 1.5% | -7.6% | 1.742% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 26,953 | $1.25M | 0.0% | -9.4% | 0.793% | |
4/19/2024 | Accel Wealth Management | 4,520 | $209K | 0.1% | -22.8% | 0.133% | |
4/15/2024 | WealthCare Investment Partners LLC | 27,224 | $1.26M | 0.6% | +2.0% | 0.801% | |
4/12/2024 | Southland Equity Partners LLC | 10,980 | $507K | 0.1% | -8.7% | 0.318% | |
4/11/2024 | Clarus Wealth Advisors | 8,268 | $382K | 0.2% | -8.9% | 0.240% | |
4/11/2024 | Sebold Capital Management Inc. | 27,654 | $1.28M | 0.9% | -9.9% | 0.802% | |
4/5/2024 | NBC Securities Inc. | 9,710 | $448K | 0.0% | -26.4% | 0.249% | |
3/8/2024 | ICA Group Wealth Management LLC | 795 | $34K | 0.0% | N/A | 0.020% | |
3/1/2024 | Creekmur Asset Management LLC | 934 | $39K | 0.0% | N/A | 0.024% | |
2/20/2024 | Able Wealth Management LLC | 1,395 | $59K | 0.1% | N/A | 0.036% | |
2/14/2024 | Asset Allocation Strategies LLC | 80,569 | $3.40M | 1.3% | +13.8% | 2.066% | |
2/12/2024 | Clear Investment Research LLC | 1,186 | $50K | 0.1% | -35.0% | 0.030% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 54,764 | $2.31M | 0.0% | -3.2% | 1.404% | |
2/9/2024 | Wells Fargo & Company MN | 310,683 | $13.13M | 0.0% | -4.8% | 7.966% | |
2/8/2024 | Janney Montgomery Scott LLC | 30,210 | $1.28M | 0.0% | -4.4% | 0.775% | |
2/7/2024 | Avantax Advisory Services Inc. | 13,743 | $581K | 0.0% | -6.9% | 0.352% | |
2/7/2024 | Private Portfolio Partners LLC | 6,386 | $270K | 0.1% | -16.7% | 0.164% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 4,972 | $210K | 0.0% | -8.5% | 0.127% | |
2/7/2024 | NBC Securities Inc. | 13,195 | $557K | 0.1% | -7.4% | 0.338% | |
2/7/2024 | Integrity Financial Corp WA | 81,120 | $3.43M | 2.5% | -4.3% | 2.080% | |
2/7/2024 | Principal Securities Inc. | 7,577 | $320K | 0.0% | N/A | 0.194% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 35,791 | $1.51M | 0.0% | -8.1% | 0.918% | |
2/2/2024 | Truist Financial Corp | 12,387 | $523K | 0.0% | -2.3% | 0.318% | |
2/1/2024 | National Wealth Management Group LLC | 7,958 | $336K | 0.3% | -19.0% | 0.201% | |
1/30/2024 | SFI Advisors LLC | 60,039 | $2.54M | 2.2% | -3.6% | 1.520% | |
1/29/2024 | NewEdge Wealth LLC | 16,647 | $703K | 0.0% | -5.3% | 0.421% | |
1/25/2024 | International Assets Investment Management LLC | 104,611 | $4.42M | 0.0% | N/A | 2.615% | |
1/24/2024 | Stratos Wealth Partners LTD. | 16,771 | $709K | 0.0% | -6.8% | 0.419% | |
1/24/2024 | Arkadios Wealth Advisors | 8,022 | $339K | 0.0% | -9.2% | 0.201% | |
1/24/2024 | International Assets Investment Management LLC | 104,611 | $4.42M | 0.0% | N/A | 2.615% | |
1/22/2024 | Clarus Wealth Advisors | 9,071 | $378K | 0.2% | N/A | 0.227% | |
1/19/2024 | Hibernia Wealth Partners LLC | 6,347 | $268K | 0.2% | -32.1% | 0.159% | |
1/18/2024 | Sebold Capital Management Inc. | 30,706 | $1.30M | 1.0% | -17.0% | 0.768% | |
1/17/2024 | Twin Peaks Wealth Advisors LLC | 64,090 | $2.71M | 1.7% | N/A | 1.602% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 29,742 | $1.26M | 0.0% | -7.2% | 0.744% | |
1/16/2024 | Raymond James & Associates | 6,835 | $289K | 0.0% | -35.7% | 0.171% | |
1/16/2024 | CoreCap Advisors LLC | 17,468 | $738K | 0.0% | +23.3% | 0.437% | |
1/12/2024 | Cedar Brook Financial Partners LLC | 5,987 | $254K | 0.1% | -25.5% | 0.148% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 9,169 | $380K | 0.0% | -16.1% | 0.226% | |
1/9/2024 | Southland Equity Partners LLC | 12,023 | $508K | 0.2% | -6.5% | 0.297% | |
11/17/2023 | Asset Allocation Strategies LLC | 70,807 | $2.72M | 1.3% | +10.0% | 1.647% | |
JD Vance Predicts: Wall Street vs. Trump & Your Money (Ad) Trump's back in the White House, but Wall Street is pissed.
Here's the deal: Wall Street's about to purposely crash the bond market to sabotage Trump's comeback. Get your free guide NOW before it's too late. |
11/16/2023 | Harbour Investments Inc. | 5,725 | $220K | 0.0% | -10.4% | 0.133% | |
11/13/2023 | Consolidated Portfolio Review Corp | 9,986 | $384K | 0.1% | +17.8% | 0.232% | |
11/13/2023 | LPL Financial LLC | 381,523 | $14.66M | 0.0% | -9.3% | 8.873% | |
11/13/2023 | Provence Wealth Management Group | 1,814 | $70K | 0.0% | N/A | 0.042% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 5,433 | $209K | 0.0% | N/A | 0.126% | |
11/13/2023 | Kestra Advisory Services LLC | 41,477 | $1.59M | 0.0% | +12.9% | 0.965% | |
11/8/2023 | HighTower Advisors LLC | 73,892 | $2.85M | 0.0% | -4.0% | 1.718% | |
11/8/2023 | Janney Montgomery Scott LLC | 31,613 | $1.22M | 0.0% | -24.4% | 0.735% | |
11/8/2023 | NewEdge Wealth LLC | 17,570 | $675K | 0.0% | +68.7% | 0.409% | |
11/8/2023 | Avantax Advisory Services Inc. | 14,759 | $567K | 0.0% | -2.4% | 0.343% | |