11/18/2024 | Sunbelt Securities Inc. | 2,786 | $285K | 0.0% | -28.4% | 0.010% | |
11/18/2024 | Cresta Advisors Ltd. | 7,500 | $767K | 0.4% | +36.4% | 0.026% | |
11/15/2024 | Prestige Wealth Management Group LLC | 30,345 | $3.10M | 0.6% | -2.1% | 0.104% | |
11/15/2024 | MML Investors Services LLC | 63,965 | $6.54M | 0.0% | -8.6% | 0.218% | |
11/15/2024 | National Bank of Canada FI | 61,284 | $6.27M | 0.0% | +2.7% | 0.209% | |
11/15/2024 | EP Wealth Advisors LLC | 2,639 | $270K | 0.0% | -6.5% | 0.009% | |
|
11/15/2024 | Insigneo Advisory Services LLC | 6,052 | $619K | 0.1% | -9.6% | 0.021% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 6,301 | $643K | 0.0% | -2.0% | 0.022% | |
11/15/2024 | Stifel Financial Corp | 50,047 | $5.12M | 0.0% | +4.6% | 0.171% | |
11/15/2024 | Morse Asset Management Inc | 391 | $40K | 0.0% | N/A | 0.001% | |
11/15/2024 | Integrated Wealth Concepts LLC | 69,956 | $7.15M | 0.1% | -1.4% | 0.239% | |
11/15/2024 | HighTower Advisors LLC | 36,110 | $3.69M | 0.0% | -0.5% | 0.123% | |
11/15/2024 | Benjamin Edwards Inc. | 52,491 | $5.37M | 0.1% | N/A | 0.179% | |
11/14/2024 | Plotkin Financial Advisors LLC | 29,943 | $3.06M | 1.8% | N/A | 0.102% | |
11/14/2024 | L.M. Kohn & Company | 2,347 | $240K | 0.1% | -16.5% | 0.008% | |
11/14/2024 | Flow Traders U.S. LLC | 2,209 | $226K | 0.0% | -68.2% | 0.008% | |
11/14/2024 | Captrust Financial Advisors | 3,869 | $396K | 0.0% | +3.1% | 0.013% | |
11/14/2024 | Rockefeller Capital Management L.P. | 55,091 | $5.63M | 0.0% | +4.2% | 0.188% | |
11/14/2024 | CreativeOne Wealth LLC | 12,241 | $1.25M | 0.0% | N/A | 0.042% | |
11/13/2024 | BNP Paribas Financial Markets | 16,516 | $1.69M | 0.0% | -1.1% | 0.056% | |
11/13/2024 | FMR LLC | 14,471 | $1.48M | 0.0% | +3.2% | 0.049% | |
11/13/2024 | D.A. Davidson & CO. | 25,528 | $2.61M | 0.0% | -0.4% | 0.087% | |
11/13/2024 | Private Trust Co. NA | 1,100 | $112K | 0.0% | -29.2% | 0.004% | |
11/13/2024 | Prosperity Financial Group Inc. | 20,907 | $2.14M | 1.2% | -6.9% | 0.071% | |
11/12/2024 | Kingsview Wealth Management LLC | 21,799 | $2.23M | 0.0% | +0.7% | 0.074% | |
11/12/2024 | Flagstar Advisors Inc. | 4,060 | $415K | 0.1% | +15.6% | 0.014% | |
11/12/2024 | Banco Santander S.A. | 2,590 | $265K | 0.0% | -6.5% | 0.009% | |
11/8/2024 | PNC Financial Services Group Inc. | 177,430 | $18.14M | 0.0% | +86.2% | 0.606% | |
11/8/2024 | Prospera Financial Services Inc | 14,866 | $1.52M | 0.0% | -64.1% | 0.051% | |
11/7/2024 | Tidemark LLC | 1,970 | $201K | 0.1% | -7.5% | 0.007% | |
11/6/2024 | 1776 Wealth LLC | 10,594 | $1.08M | 0.5% | -4.8% | 0.036% | |
11/6/2024 | Valley Wealth Managers Inc. | 39,650 | $4.06M | 0.3% | +1.7% | 0.135% | |
11/6/2024 | Florin Court Capital LLP | 34,300 | $3.51M | 2.8% | +37.2% | 0.117% | |
11/6/2024 | Main Street Financial Solutions LLC | 6,676 | $683K | 0.1% | -4.9% | 0.023% | |
11/6/2024 | Oppenheimer & Co. Inc. | 23,111 | $2.36M | 0.0% | -22.1% | 0.079% | |
11/5/2024 | Aptus Capital Advisors LLC | 8,408 | $860K | 0.0% | -1.5% | 0.029% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 2,824 | $289K | 0.0% | +16.9% | 0.010% | |
11/5/2024 | Proactive Wealth Strategies LLC | 16,715 | $1.71M | 0.9% | N/A | 0.057% | |
11/5/2024 | Apollon Financial LLC | 10,596 | $1.08M | 0.3% | +65.5% | 0.036% | |
11/5/2024 | Harbour Investments Inc. | 11,003 | $1.13M | 0.0% | +27.7% | 0.038% | |
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11/4/2024 | Jaffetilchin Investment Partners LLC | 31,300 | $3.20M | 0.2% | +0.9% | 0.107% | |
11/4/2024 | Migdal Insurance & Financial Holdings Ltd. | 5,219 | $533K | 0.0% | -69.7% | 0.018% | |
11/4/2024 | Sigma Planning Corp | 18,334 | $1.88M | 0.1% | -2.1% | 0.063% | |
11/1/2024 | Atria Investments Inc | 13,638 | $1.40M | 0.0% | +4.0% | 0.047% | |
11/1/2024 | Acorn Financial Advisory Services Inc. ADV | 3,373 | $345K | 0.1% | -6.2% | 0.012% | |
11/1/2024 | Assetmark Inc. | 20,949 | $2.14M | 0.0% | +88.8% | 0.071% | |
11/1/2024 | Quantum Private Wealth LLC | 11,158 | $1.14M | 0.4% | -1.7% | 0.038% | |
10/30/2024 | Beacon Financial Advisory LLC | 4,211 | $431K | 0.1% | +11.7% | 0.014% | |
10/30/2024 | James J. Burns & Company LLC | 4,909 | $502K | 0.1% | +16.6% | 0.017% | |
10/29/2024 | Fernwood Investment Management LLC | 2,319 | $237K | 0.1% | -5.5% | 0.008% | |
10/29/2024 | Janney Montgomery Scott LLC | 51,307 | $5.25M | 0.0% | -5.6% | 0.175% | |
10/28/2024 | Campbell Wealth Management | 4,210 | $431K | 0.0% | -2.8% | 0.014% | |
10/28/2024 | US Bancorp DE | 6,220 | $636K | 0.0% | +8.2% | 0.021% | |
10/28/2024 | Bank Hapoalim BM | 9,880 | $1.01M | 0.2% | -90.0% | 0.034% | |
10/28/2024 | Meitav Investment House Ltd. | 13,955 | $1.41M | 0.0% | -53.5% | 0.048% | |
10/25/2024 | Financial Advocates Investment Management | 8,447 | $864K | 0.0% | -9.9% | 0.029% | |
10/25/2024 | Pinnacle Associates Ltd. | 5,241 | $536K | 0.0% | +13.6% | 0.018% | |
10/25/2024 | Creekmur Asset Management LLC | 8,521 | $871K | 0.2% | -8.1% | 0.029% | |
10/25/2024 | Great Diamond Partners LLC | 19,744 | $2.02M | 0.5% | N/A | 0.067% | |
10/25/2024 | Lodestar Private Asset Management LLC | 2,059 | $211K | 0.0% | N/A | 0.007% | |
10/25/2024 | Eagle Strategies LLC | 4,459 | $456K | 0.1% | -4.0% | 0.015% | |
10/25/2024 | Gateway Wealth Partners LLC | 14,085 | $1.44M | 0.4% | +11.1% | 0.048% | |
10/24/2024 | L. Roy Papp & Associates LLP | 2,004 | $205K | 0.0% | N/A | 0.007% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 59,836 | $6.12M | 0.0% | -2.2% | 0.205% | |
10/24/2024 | PFG Investments LLC | 6,220 | $636K | 0.0% | -2.8% | 0.021% | |
10/24/2024 | Arkadios Wealth Advisors | 5,036 | $515K | 0.0% | -56.0% | 0.017% | |
10/23/2024 | Dakota Wealth Management | 23,376 | $2.39M | 0.1% | -1.0% | 0.080% | |
10/23/2024 | Values First Advisors Inc. | 477 | $49K | 0.0% | N/A | 0.002% | |
10/22/2024 | International Assets Investment Management LLC | 412,243 | $42.16M | 0.0% | +11,038.7% | 1.412% | |
10/22/2024 | Private Advisor Group LLC | 120,366 | $12.31M | 0.1% | +20.6% | 0.412% | |
10/21/2024 | Wealth Effects LLC | 2,013 | $206K | 0.1% | N/A | 0.007% | |
10/18/2024 | E&G Advisors LP | 7,027 | $719K | 0.2% | -1.5% | 0.024% | |
10/18/2024 | Key Client Fiduciary Advisors LLC | 3,973 | $406K | 0.2% | -3.6% | 0.014% | |
10/18/2024 | Raymond James & Associates | 162,068 | $16.57M | 0.0% | +9.2% | 0.555% | |
10/16/2024 | SeaCrest Wealth Management LLC | 10,155 | $1.04M | 0.1% | +4.4% | 0.035% | |
10/16/2024 | Proquility Private Wealth Partners LLC | 35,111 | $3.59M | 1.1% | -6.6% | 0.121% | |
10/16/2024 | Cascade Investment Group Inc. | 24,062 | $2.46M | 1.8% | -7.2% | 0.083% | |
10/16/2024 | ERn Financial LLC | 18,769 | $1.92M | 0.3% | +1.7% | 0.065% | |
10/15/2024 | NBC Securities Inc. | 16,618 | $1.70M | 0.1% | -1.6% | 0.057% | |
10/11/2024 | Creative Planning | 11,929 | $1.22M | 0.0% | +8.0% | 0.041% | |
10/10/2024 | Bright Financial Advisors Inc. | 2,091 | $214K | 0.1% | N/A | 0.007% | |
10/9/2024 | TAP Consulting LLC | 13,429 | $1.37M | 0.3% | N/A | 0.046% | |
10/9/2024 | Wedmont Private Capital | 2,114 | $215K | 0.0% | -34.2% | 0.007% | |
10/8/2024 | CWM LLC | 13,422 | $1.37M | 0.0% | +1.1% | 0.046% | |
10/8/2024 | Ignite Planners LLC | 70,652 | $7.23M | 1.7% | -5.7% | 0.243% | |
10/7/2024 | SignalPoint Asset Management LLC | 2,422 | $247K | 0.1% | -9.5% | 0.008% | |
10/7/2024 | Fulton Bank N.A. | 19,003 | $1.94M | 0.1% | -3.1% | 0.065% | |
10/7/2024 | GAMMA Investing LLC | 738 | $75K | 0.0% | +37.2% | 0.003% | |
9/20/2024 | Anchor Investment Management LLC | 675 | $64K | 0.0% | +53.4% | 0.002% | |
9/5/2024 | Sanctuary Advisors LLC | 10,524 | $979K | 0.0% | N/A | 0.034% | |
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It will give them unprecedented powers to control your bank account. Learn these 4 simple steps and protect your savings before it’s too late. |
8/22/2024 | Cetera Investment Advisers | 73,641 | $7.04M | 0.0% | -0.7% | 0.240% | |
8/21/2024 | Truist Financial Corp | 15,649 | $1.50M | 0.0% | -0.8% | 0.051% | |
8/19/2024 | EP Wealth Advisors LLC | 2,821 | $270K | 0.0% | +15.0% | 0.009% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 36,305 | $3.47M | 0.1% | +10.3% | 0.118% | |
8/16/2024 | Gateway Wealth Partners LLC | 12,683 | $1.21M | 0.4% | +368.9% | 0.041% | |
8/16/2024 | Sunbelt Securities Inc. | 3,891 | $372K | 0.0% | -25.3% | 0.013% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 28,930 | $2.76M | 0.0% | +17.3% | 0.094% | |
8/16/2024 | NewEdge Advisors LLC | 29,826 | $2.85M | 0.0% | -0.9% | 0.097% | |
8/15/2024 | Main Management ETF Advisors LLC | 155,600 | $14.86M | 0.7% | +0.8% | 0.507% | |
8/14/2024 | Insigneo Advisory Services LLC | 6,694 | $639K | 0.1% | -21.2% | 0.022% | |