11/15/2024 | LRI Investments LLC | 562,679 | $17.09M | 1.5% | N/A | 2.616% | |
11/15/2024 | MML Investors Services LLC | 14,525 | $441K | 0.0% | +2.8% | 0.068% | |
11/15/2024 | Jane Street Group LLC | 776,397 | $23.58M | 0.0% | N/A | 3.609% | |
11/14/2024 | Tradition Wealth Management LLC | 58,259 | $1.77M | 0.2% | -3.1% | 0.271% | |
11/13/2024 | FMR LLC | 6,843 | $208K | 0.0% | +60.9% | 0.032% | |
11/5/2024 | Proactive Wealth Strategies LLC | 13,363 | $406K | 0.2% | N/A | 0.062% | |
|
10/24/2024 | Pointe Capital Management LLC | 10,707 | $325K | 0.2% | -4.1% | 0.048% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 38,913 | $1.18M | 0.0% | -23.1% | 0.175% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 36,018 | $1.09M | 0.0% | -15.0% | 0.162% | |
10/22/2024 | Private Advisor Group LLC | 11,698 | $355K | 0.0% | -6.6% | 0.053% | |
10/19/2024 | DMC Group LLC | 16,916 | $514K | 0.4% | N/A | 0.076% | |
10/16/2024 | McKinley Carter Wealth Services Inc. | 36,919 | $1.12M | 0.1% | -16.3% | 0.166% | |
10/8/2024 | WealthCare Investment Partners LLC | 43,753 | $1.32M | 0.6% | +3.3% | 0.195% | |
10/8/2024 | Brookstone Capital Management | 15,571 | $473K | 0.0% | -35.6% | 0.069% | |
10/3/2024 | Granite Bay Wealth Management LLC | 12,750 | $387K | 0.2% | N/A | 0.055% | |
8/21/2024 | Truist Financial Corp | 36,166 | $1.01M | 0.0% | -4.2% | 0.157% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 28,306 | $789K | 0.0% | -10.1% | 0.123% | |
8/16/2024 | NewEdge Advisors LLC | 35,888 | $1M | 0.0% | -27.8% | 0.156% | |
8/16/2024 | Goodman Advisory Group LLC | 1,369 | $38K | 0.0% | +114.6% | 0.006% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 14,734 | $411K | 0.0% | -12.1% | 0.064% | |
8/12/2024 | Purus Wealth Management LLC | 9,528 | $266K | 0.1% | N/A | 0.041% | |
8/8/2024 | Prosperity Consulting Group LLC | 11,494 | $320K | 0.0% | -15.6% | 0.050% | |
8/6/2024 | Chris Bulman Inc | 2,427 | $68K | 0.0% | N/A | 0.011% | |
8/5/2024 | Denver PWM LLC | 3,009 | $84K | 0.0% | N/A | 0.013% | |
8/5/2024 | TD Capital Management LLC | 3,104 | $87K | 0.0% | -28.8% | 0.013% | |
7/31/2024 | Essex Financial Services Inc. | 83,774 | $2.34M | 0.1% | +1.2% | 0.363% | |
7/31/2024 | Commonwealth Equity Services LLC | 48,613 | $1.36M | 0.0% | -11.4% | 0.211% | |
7/30/2024 | International Assets Investment Management LLC | 5,425 | $151K | 0.0% | N/A | 0.023% | |
7/24/2024 | &PARTNERS | 13,940 | $389K | 0.0% | N/A | 0.060% | |
7/22/2024 | Onyx Bridge Wealth Group LLC | 11,336 | $316K | 0.1% | -46.9% | 0.049% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 1,368,026 | $38.13M | 0.1% | +1.6% | 5.889% | |
7/19/2024 | Raymond James & Associates | 58,667 | $1.64M | 0.0% | -7.6% | 0.253% | |
7/19/2024 | Erickson Financial Group LLC | 253,033 | $7.05M | 5.4% | -1.6% | 1.089% | |
7/18/2024 | WealthCare Investment Partners LLC | 42,362 | $1.18M | 0.5% | +3.5% | 0.182% | |
7/18/2024 | Brookstone Capital Management | 24,163 | $694K | 0.0% | -78.5% | 0.104% | |
7/17/2024 | SteelPeak Wealth LLC | 63,388 | $1.77M | 0.1% | N/A | 0.273% | |
7/16/2024 | Cornerstone Wealth Management LLC | 26,808 | $747K | 0.1% | +7.7% | 0.115% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 50,576 | $1.41M | 0.0% | -10.0% | 0.217% | |
7/10/2024 | Gill Capital Partners LLC | 7,983 | $222K | 0.1% | N/A | 0.034% | |
5/30/2024 | Cambridge Trust Co. | 3,669 | $106K | 0.0% | N/A | 0.015% | |
Breaking News: Tesla headed to $500… (Ad) That headline hit late last night…and the rally has begun
Which is why we want to urge you to go ahead and download Lance’s e-Book now outlining his bullish case for Tesla. So to claim your free digital copy today, simply follow this link and enter your email address. |
5/24/2024 | Cetera Advisors LLC | 14,775 | $427K | 0.0% | +13.4% | 0.061% | |
5/15/2024 | Wick Capital Partners LLC | 11,038 | $319K | 0.3% | -8.5% | 0.046% | |
5/13/2024 | Rockport Wealth LLC | 11,804 | $341K | 0.1% | N/A | 0.049% | |
5/10/2024 | Spirepoint Private Client LLC | 35,436 | $1.02M | 0.2% | N/A | 0.146% | |
5/8/2024 | Avantax Advisory Services Inc. | 63,872 | $1.85M | 0.0% | -3.4% | 0.264% | |
5/7/2024 | Pointe Capital Management LLC | 11,804 | $341K | 0.2% | -5.3% | 0.049% | |
5/7/2024 | Retirement Planning Co of New England Inc. | 10,742 | $311K | 0.2% | -10.4% | 0.044% | |
5/7/2024 | Mystic Asset Management Inc. | 17,485 | $505K | 0.2% | +5.7% | 0.072% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 42,395 | $1.23M | 0.0% | +7.6% | 0.175% | |
5/1/2024 | Prosperity Consulting Group LLC | 13,613 | $394K | 0.0% | -26.8% | 0.056% | |
5/1/2024 | Private Advisor Group LLC | 13,297 | $384K | 0.0% | -7.5% | 0.055% | |
4/29/2024 | Commonwealth Equity Services LLC | 54,843 | $1.59M | 0.0% | -4.5% | 0.226% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 21,362 | $586K | 0.1% | -9.2% | 0.088% | |
4/24/2024 | Essex Financial Services Inc. | 82,813 | $2.39M | 0.2% | +7.1% | 0.339% | |
4/23/2024 | Global Retirement Partners LLC | 2,402 | $69K | 0.0% | -20.7% | 0.010% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,346,307 | $38.92M | 0.1% | -5.9% | 5.493% | |
4/18/2024 | SeaCrest Wealth Management LLC | 14,804 | $428K | 0.1% | N/A | 0.060% | |
4/17/2024 | Trilogy Capital Inc. | 176,091 | $5.09M | 0.3% | +60.1% | 0.718% | |
4/16/2024 | Congress Park Capital LLC | 9,166 | $265K | 0.1% | N/A | 0.037% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 56,219 | $1.63M | 0.0% | -11.6% | 0.229% | |
4/15/2024 | WealthCare Investment Partners LLC | 40,935 | $1.18M | 0.6% | +7.7% | 0.166% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 124,475 | $3.60M | 0.1% | -1.0% | 0.506% | |
4/15/2024 | Brookstone Capital Management | 112,508 | $3.25M | 0.1% | +124.5% | 0.458% | |
4/15/2024 | Flagstar Advisors Inc. | 22,605 | $654K | 0.2% | -23.7% | 0.092% | |
4/12/2024 | Lane & Associates LLC | 9,729 | $281K | 0.2% | -8.9% | 0.040% | |
4/11/2024 | Roble Belko & Company Inc | 4,711 | $136K | 0.0% | +25.7% | 0.019% | |
4/10/2024 | Banque Cantonale Vaudoise | 7,720 | $224K | 0.0% | +63.6% | 0.031% | |
3/5/2024 | Fisher Asset Management LLC | 7,499 | $202K | 0.0% | N/A | 0.030% | |
3/5/2024 | Gerber LLC | 32,249 | $870K | 0.8% | N/A | 0.129% | |
2/26/2024 | Centaurus Financial Inc. | 6,996 | $189K | 0.0% | +5.9% | 0.028% | |
2/21/2024 | Smith Shellnut Wilson LLC ADV | 7,813 | $211K | 0.1% | N/A | 0.031% | |
2/12/2024 | Tradition Wealth Management LLC | 62,001 | $1.67M | 0.2% | +8.8% | 0.248% | |
2/12/2024 | Focus Financial Network Inc. ADV | 10,974 | $296K | 0.0% | N/A | 0.044% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 12,281 | $331K | 0.0% | +5.7% | 0.049% | |
2/9/2024 | Tidemark LLC | 1,518 | $41K | 0.0% | N/A | 0.006% | |
2/8/2024 | First Heartland Consultants Inc. | 8,434 | $228K | 0.0% | -10.0% | 0.034% | |
2/8/2024 | Apexium Financial LP | 69,128 | $1.87M | 0.1% | -48.8% | 0.276% | |
2/7/2024 | Avantax Advisory Services Inc. | 66,105 | $1.78M | 0.0% | +0.8% | 0.264% | |
2/7/2024 | McKinley Carter Wealth Services Inc. | 44,627 | $1.20M | 0.1% | -21.9% | 0.178% | |
2/7/2024 | Advantage Trust Co | 2,900 | $78K | 0.1% | N/A | 0.012% | |
2/6/2024 | RMR Wealth Builders | 22,081 | $596K | 0.1% | -14.0% | 0.088% | |
2/6/2024 | Private Advisor Group LLC | 14,377 | $388K | 0.0% | +13.0% | 0.057% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 125,734 | $3.39M | 0.1% | -11.0% | 0.502% | |
2/6/2024 | Pointe Capital Management LLC | 12,459 | $336K | 0.2% | -31.6% | 0.050% | |
2/6/2024 | Fisher Asset Management LLC | 7,795 | $210K | 0.0% | N/A | 0.031% | |
2/6/2024 | Essex Financial Services Inc. | 77,321 | $2.09M | 0.2% | +10.1% | 0.309% | |
2/5/2024 | Penobscot Investment Management Company Inc. | 8,070 | $218K | 0.0% | N/A | 0.032% | |
2/2/2024 | Truist Financial Corp | 35,717 | $964K | 0.0% | +17.2% | 0.144% | |
2/1/2024 | CWM LLC | 5,890 | $159K | 0.0% | -18.9% | 0.024% | |
1/31/2024 | Onyx Bridge Wealth Group LLC | 23,522 | $635K | 0.1% | -4.6% | 0.095% | |
“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! |
1/31/2024 | RIA Advisory Group LLC | 1,576 | $43K | 0.0% | N/A | 0.006% | |
1/31/2024 | Goodman Advisory Group LLC | 7,020 | $189K | 0.1% | -84.4% | 0.028% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 39,395 | $1.06M | 0.0% | -21.0% | 0.157% | |
1/24/2024 | International Assets Investment Management LLC | 205,799 | $5.56M | 0.0% | N/A | 0.822% | |
1/24/2024 | SteelPeak Wealth LLC | 44,237 | $1.19M | 0.1% | +268.6% | 0.177% | |
1/19/2024 | Flagstar Advisors Inc. | 29,641 | $800K | 0.3% | +8.8% | 0.118% | |
1/18/2024 | Burns J W & Co. Inc. NY | 10,858 | $293K | 0.0% | -36.5% | 0.043% | |
1/18/2024 | WealthCare Investment Partners LLC | 38,019 | $1.01M | 0.6% | +3.7% | 0.151% | |
1/18/2024 | Erickson Financial Group LLC | 259,453 | $7.00M | 5.8% | -2.2% | 1.032% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 1,431,086 | $38.63M | 0.1% | -0.2% | 5.692% | |