4/23/2025 | Golden State Wealth Management LLC | 7,990 | $162K | 0.0% | +103.3% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 86,245 | $1.75M | 0.0% | -2.8% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 23,956 | $485K | 0.0% | +2.6% | 0.000% | |
4/14/2025 | Farther Finance Advisors LLC | 2,541 | $51K | 0.0% | N/A | 0.000% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 59,389 | $1.20M | 0.1% | +29.6% | 0.000% | |
4/10/2025 | Whipplewood Advisors LLC | 3,250 | $66K | 0.0% | -97.7% | 0.000% | |
3/12/2025 | Centaurus Financial Inc. | 21,116 | $421K | 0.0% | -7.0% | 0.000% | |
2/20/2025 | Revisor Wealth Management LLC | 24,339 | $485K | 0.4% | -48.5% | 0.000% | |
2/17/2025 | Cary Street Partners Financial LLC | 26,396 | $526K | 0.0% | N/A | 0.000% | |
2/17/2025 | Bank of America Corp DE | 12,213 | $244K | 0.0% | +12.7% | 0.000% | |
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2/17/2025 | Ameriprise Financial Inc. | 187,235 | $3.73M | 0.0% | -6.5% | 0.000% | |
2/14/2025 | South Plains Financial Inc. | 4,022 | $80K | 0.1% | N/A | 0.000% | |
2/14/2025 | Capital Analysts LLC | 35,493 | $708K | 0.0% | +9.8% | 0.000% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 208,989 | $4.17M | 0.0% | -8.9% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 75,240 | $1.50M | 0.6% | +69.8% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 34,942 | $697K | 0.0% | -9.2% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 275,471 | $5.49M | 0.0% | +43.1% | 0.000% | |
2/13/2025 | Walleye Capital LLC | 14,825 | $296K | 0.0% | N/A | 0.000% | |
2/13/2025 | Cohen & Steers Inc. | 451,762 | $9.01M | 0.0% | +10.2% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 975,314 | $19.45M | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 311,497 | $6.21M | 0.0% | +2.9% | 0.000% | |
2/13/2025 | Cerity Partners LLC | 16,529 | $330K | 0.0% | -10.2% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 60,108 | $1.20M | 0.0% | +1.3% | 0.000% | |
2/13/2025 | Wedbush Securities Inc. | 16,500 | $329K | 0.0% | -5.2% | 0.000% | |
2/13/2025 | Sit Investment Associates Inc. | 37,875 | $755K | 0.0% | N/A | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 191,409 | $3.82M | 0.0% | +12.9% | 0.000% | |
2/11/2025 | LPL Financial LLC | 264,693 | $5.28M | 0.0% | -3.6% | 0.000% | |
2/11/2025 | Samalin Investment Counsel LLC | 40,789 | $813K | 0.3% | +4.5% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 54,323 | $1.08M | 0.0% | -3.3% | 0.000% | |
2/10/2025 | 1776 Wealth LLC | 62,864 | $1.25M | 0.5% | -1.7% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 26,249 | $523K | 0.0% | -11.1% | 0.000% | |
2/7/2025 | Independent Advisor Alliance | 18,275 | $364K | 0.0% | N/A | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 975,314 | $19.45M | 0.0% | N/A | 0.000% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 2,800 | $56K | 0.0% | +55.6% | 0.000% | |
2/5/2025 | Whipplewood Advisors LLC | 140,478 | $2.80M | 1.6% | N/A | 0.000% | |
2/3/2025 | Concurrent Investment Advisors LLC | 18,250 | $364K | 0.0% | +11.7% | 0.000% | |
1/31/2025 | Robinson Capital Management LLC | 17,475 | $348K | 0.1% | N/A | 0.000% | |
1/31/2025 | Atria Wealth Solutions Inc. | 10,711 | $214K | 0.0% | -6.1% | 0.000% | |
1/30/2025 | Principal Securities Inc. | 34,478 | $687K | 0.0% | +5.4% | 0.000% | |
1/29/2025 | MeadowBrook Investment Advisors LLC | 1,770 | $35K | 0.0% | +45.1% | 0.000% | |
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1/28/2025 | Seamount Financial Group Inc. | 49,104 | $979K | 0.7% | -16.3% | 0.000% | |
1/28/2025 | Golden State Wealth Management LLC | 3,931 | $78K | 0.0% | N/A | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 23,352 | $466K | 0.0% | N/A | 0.000% | |
1/17/2025 | Westside Investment Management Inc. | 1,667 | $33K | 0.0% | N/A | 0.000% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 45,825 | $914K | 0.0% | +138.4% | 0.000% | |
1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 7,704 | $154K | 0.0% | N/A | 0.000% | |
1/13/2025 | Fiduciary Alliance LLC | 10,350 | $206K | 0.0% | N/A | 0.000% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 229,387 | $4.91M | 0.0% | N/A | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 29,542 | $635K | 0.0% | +15.7% | 0.000% | |
11/9/2024 | Landscape Capital Management L.L.C. | 13,943 | $300K | 0.0% | -78.4% | 0.000% | |
11/7/2024 | Aviance Capital Partners LLC | 9,425 | $203K | 0.0% | N/A | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 44,315 | $953K | 0.4% | -43.9% | 0.000% | |
10/31/2024 | Concurrent Investment Advisors LLC | 16,332 | $351K | 0.0% | +6.0% | 0.000% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 19,224 | $413K | 0.0% | N/A | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 179,052 | $3.85M | 0.0% | +2,050.0% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 36,442 | $784K | 0.0% | -20.7% | 0.000% | |
10/18/2024 | Seamount Financial Group Inc. | 58,657 | $1.26M | 0.9% | -0.8% | 0.000% | |
10/18/2024 | Raymond James & Associates | 745,709 | $16.03M | 0.0% | +1.9% | 0.000% | |
9/23/2024 | Centaurus Financial Inc. | 22,933 | $440K | 0.0% | -15.5% | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 6,575 | $126K | 0.0% | +22.3% | 0.000% | |
8/7/2024 | Wedbush Securities Inc. | 18,450 | $354K | 0.0% | +12.8% | 0.000% | |
8/5/2024 | Private Advisor Group LLC | 45,937 | $882K | 0.0% | +5.0% | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 79,008 | $1.52M | 0.6% | +0.8% | 0.000% | |
8/2/2024 | Wolverine Asset Management LLC | 47,006 | $903K | 0.0% | -4.2% | 0.000% | |
7/31/2024 | Concurrent Investment Advisors LLC | 15,411 | $296K | 0.0% | +53.2% | 0.000% | |
7/30/2024 | International Assets Investment Management LLC | 8,328 | $160K | 0.0% | N/A | 0.000% | |
7/23/2024 | All Season Financial Advisors Inc. | 30,055 | $577K | 0.5% | -6.2% | 0.000% | |
7/19/2024 | Raymond James & Associates | 732,041 | $14.06M | 0.0% | +7.3% | 0.000% | |
5/29/2024 | Pathway Financial Advisers LLC | 3,108 | $60K | 0.0% | N/A | 0.000% | |
5/14/2024 | Robinson Capital Management LLC | 16,025 | $294K | 0.1% | -38.7% | 0.000% | |
5/10/2024 | RPO LLC | 166,051 | $3.18M | 4.6% | -25.6% | 0.000% | |
5/7/2024 | Concurrent Investment Advisors LLC | 10,060 | $193K | 0.0% | -14.1% | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 43,746 | $839K | 0.0% | +2.4% | 0.000% | |
4/30/2024 | Commonwealth Equity Services LLC | 55,907 | $1.07M | 0.0% | -1.4% | 0.000% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 86,851 | $1.67M | 0.0% | +5.7% | 0.000% | |
4/23/2024 | Revisor Wealth Management LLC | 83,515 | $1.54M | 0.7% | +81.1% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 127,952 | $2.45M | 0.0% | +2.0% | 0.000% | |
4/22/2024 | Raymond James & Associates | 682,443 | $13.08M | 0.0% | +13.1% | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 14,445 | $256K | 0.0% | -48.3% | 0.000% | |
2/26/2024 | Centaurus Financial Inc. | 28,182 | $500K | 0.0% | -3.3% | 0.000% | |
2/15/2024 | Flow State Investments L.P. | 26,259 | $466K | 0.1% | N/A | 0.000% | |
2/12/2024 | Relative Value Partners Group LLC | 273,497 | $4.86M | 0.3% | N/A | 0.000% | |
2/12/2024 | RPO LLC | 223,283 | $3.96M | 5.9% | +157.4% | 0.000% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 82,165 | $1.46M | 0.0% | +6.4% | 0.000% | |
2/9/2024 | PNC Financial Services Group Inc. | 14,445 | $256K | 0.0% | -48.3% | 0.000% | |
2/8/2024 | Robinson Capital Management LLC | 26,124 | $467K | 0.2% | +109.0% | 0.000% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 26,396 | $469K | 0.0% | -12.6% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 48,432 | $860K | 0.4% | +164.1% | 0.000% | |
2/7/2024 | Principal Securities Inc. | 24,755 | $439K | 0.0% | N/A | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 42,731 | $758K | 0.0% | -1.5% | 0.000% | |
Real Americans Don’t Wait on Wall Street’s Next Move (Ad) What's happening in the markets right now should concern every freedom-loving American who's worked hard and saved smart.
Your 401(k) doesn't deserve to be dragged through the mud by tariffs, trade wars, reckless spending, and political standoffs.
And you don't have to stand by while Wall Street plays roulette with your future. The Golden Path to Retirement gives you the whole story. |
2/6/2024 | MeadowBrook Investment Advisors LLC | 2,015 | $36K | 0.0% | N/A | 0.000% | |
2/5/2024 | Cary Street Partners Investment Advisory LLC | 33,391 | $593K | 0.2% | +10.6% | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 31,815 | $565K | 0.0% | -40.7% | 0.000% | |
1/30/2024 | Mathes Company Inc. | 21,500 | $382K | 0.2% | -22.9% | 0.000% | |
1/30/2024 | Capital Analysts LLC | 36,171 | $642K | 0.0% | +147.8% | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 147,822 | $2.62M | 0.0% | N/A | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 147,822 | $2.62M | 0.0% | N/A | 0.000% | |
1/24/2024 | All Season Financial Advisors Inc. | 31,303 | $556K | 0.5% | +71.4% | 0.000% | |
1/18/2024 | McGlone Suttner Wealth Management Inc. | 3,528 | $63K | 0.0% | N/A | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 125,406 | $2.23M | 0.0% | -10.1% | 0.000% | |