4/18/2025 | Insigneo Advisory Services LLC | 17,454 | $220K | 0.0% | N/A | 0.000% | |
4/17/2025 | Sowell Financial Services LLC | 75,281 | $949K | 0.0% | +155.2% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 266,311 | $3.36M | 0.0% | +11.1% | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 50,472 | $636K | 0.0% | +6.4% | 0.000% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 123,130 | $1.55M | 0.0% | +14.9% | 0.000% | |
4/11/2025 | SeaCrest Wealth Management LLC | 15,679 | $198K | 0.0% | +36.2% | 0.000% | |
4/11/2025 | Intellectus Partners LLC | 447,956 | $5.65M | 1.4% | -2.5% | 0.000% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 70,368 | $887K | 0.0% | -5.1% | 0.000% | |
4/9/2025 | RFG Advisory LLC | 13,200 | $166K | 0.0% | N/A | 0.000% | |
4/9/2025 | NBC Securities Inc. | 55,507 | $699K | 0.1% | +100,821.8% | 0.000% | |
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4/8/2025 | Parallel Advisors LLC | 117,451 | $1.48M | 0.0% | +19.7% | 0.000% | |
4/4/2025 | Sage Capital Advisors llc | 39,439 | $497K | 0.1% | -5.7% | 0.000% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 47,452 | $596K | 0.0% | -24.1% | 0.000% | |
3/3/2025 | GHE LLC | 38,200 | $480K | 0.2% | +72.5% | 0.000% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 46,954 | $590K | 0.0% | +116.7% | 0.000% | |
2/24/2025 | United Advisor Group LLC | 43,565 | $548K | 0.1% | -5.9% | 0.000% | |
2/17/2025 | Williams Jones Wealth Management LLC. | 12,822 | $161K | 0.0% | -15.9% | 0.000% | |
2/17/2025 | McGowan Group Asset Management Inc. | 3,198,404 | $40.20M | 5.4% | -9.9% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 213,214 | $2.68M | 0.0% | +7.3% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 690,877 | $8.67M | 0.0% | +3.2% | 0.000% | |
2/17/2025 | Alteri Wealth LLC | 18,762 | $236K | 0.1% | N/A | 0.000% | |
2/14/2025 | Jane Street Group LLC | 16,453 | $207K | 0.0% | +24.7% | 0.000% | |
2/14/2025 | Triumph Capital Management | 67,119 | $844K | 0.3% | -4.5% | 0.000% | |
2/14/2025 | Comerica Bank | 28,067 | $353K | 0.0% | +6.2% | 0.000% | |
2/14/2025 | Lido Advisors LLC | 10,969 | $138K | 0.0% | N/A | 0.000% | |
2/14/2025 | Stifel Financial Corp | 685,283 | $8.61M | 0.0% | +11.8% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 73,076 | $919K | 0.4% | +84.8% | 0.000% | |
2/14/2025 | First Trust Advisors LP | 103,401 | $1.30M | 0.0% | +6.0% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 168,310 | $2.12M | 0.0% | +1.8% | 0.000% | |
2/13/2025 | Evergreen Capital Management LLC | 204,791 | $2.57M | 0.1% | -2.5% | 0.000% | |
2/13/2025 | M Holdings Securities Inc. | 73,813 | $928K | 0.1% | N/A | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 187,810 | $2.36M | 0.0% | -18.1% | 0.000% | |
2/13/2025 | Mariner LLC | 41,188 | $518K | 0.0% | -2.0% | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 60,650 | $762K | 0.0% | -4.9% | 0.000% | |
2/13/2025 | First Foundation Advisors | 23,934 | $301K | 0.0% | -5.0% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 661,978 | $8.32M | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 879,962 | $11.06M | 0.0% | +11.0% | 0.000% | |
2/13/2025 | Cerity Partners LLC | 55,320 | $695K | 0.0% | +7.6% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 36,906 | $464K | 0.0% | +6.6% | 0.000% | |
2/13/2025 | Wedbush Securities Inc. | 72,945 | $917K | 0.0% | -4.8% | 0.000% | |
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2/13/2025 | Wells Fargo & Company MN | 1,223,724 | $15.38M | 0.0% | +12.7% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 35,059 | $441K | 0.0% | N/A | 0.000% | |
2/12/2025 | Arete Wealth Advisors LLC | 22,827 | $287K | 0.0% | +22.5% | 0.000% | |
2/12/2025 | World Investment Advisors | 52,662 | $662K | 0.0% | +8.7% | 0.000% | |
2/12/2025 | National Bank of Canada FI | 89,962 | $1.13M | 0.0% | -13.4% | 0.000% | |
2/12/2025 | Maridea Wealth Management LLC | 41,325 | $519K | 0.2% | N/A | 0.000% | |
2/11/2025 | Sequent Planning LLC | 39,461 | $496K | 0.2% | -17.6% | 0.000% | |
2/11/2025 | LPL Financial LLC | 512,844 | $6.45M | 0.0% | -12.5% | 0.000% | |
2/11/2025 | Optimum Investment Advisors | 6,010 | $76K | 0.0% | -47.4% | 0.000% | |
2/11/2025 | Whittier Trust Co. | 17,898 | $225K | 0.0% | -9.3% | 0.000% | |
2/10/2025 | Evoke Wealth LLC | 197,826 | $2.49M | 0.1% | -1.9% | 0.000% | |
2/10/2025 | Thrivent Financial for Lutherans | 169,826 | $2.14M | 0.0% | +5.1% | 0.000% | |
2/10/2025 | Horizon Kinetics Asset Management LLC | 58,329 | $733K | 0.0% | -1.7% | 0.000% | |
2/10/2025 | Parallel Advisors LLC | 98,144 | $1.23M | 0.0% | +39.4% | 0.000% | |
2/10/2025 | Left Brain Wealth Management LLC | 23,040 | $290K | 0.1% | N/A | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 55,452 | $697K | 0.0% | -3.2% | 0.000% | |
2/10/2025 | Avantax Advisory Services Inc. | 35,133 | $442K | 0.0% | +73.2% | 0.000% | |
2/10/2025 | Hollencrest Capital Management | 49,247 | $619K | 0.0% | +2.1% | 0.000% | |
2/7/2025 | Summit X LLC | 155,034 | $1.95M | 0.4% | -4.7% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 420,681 | $5.29M | 0.0% | +2.6% | 0.000% | |
2/7/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 90,009 | $1.13M | 0.3% | +14.0% | 0.000% | |
2/7/2025 | Larson Financial Group LLC | 1,984 | $25K | 0.0% | -31.6% | 0.000% | |
2/7/2025 | Intellectus Partners LLC | 459,449 | $5.78M | 1.3% | +2.8% | 0.000% | |
2/6/2025 | Lindbrook Capital LLC | 5,500 | $69K | 0.0% | +57.1% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 661,978 | $8.32M | 0.0% | N/A | 0.000% | |
2/5/2025 | Fort Sheridan Advisors LLC | 150,963 | $1.90M | 0.3% | -0.8% | 0.000% | |
2/5/2025 | Oppenheimer & Co. Inc. | 50,242 | $632K | 0.0% | -2.8% | 0.000% | |
2/5/2025 | Apriem Advisors | 19,300 | $243K | 0.0% | +70.8% | 0.000% | |
2/4/2025 | GHE LLC | 38,200 | $496K | 0.2% | +72.5% | 0.000% | |
2/4/2025 | World Equity Group Inc. | 11,530 | $145K | 0.0% | N/A | 0.000% | |
2/3/2025 | Peregrine Asset Advisers Inc. | 31,410 | $395K | 0.1% | -11.4% | 0.000% | |
2/3/2025 | Transcend Capital Advisors LLC | 11,528 | $145K | 0.0% | -19.0% | 0.000% | |
2/3/2025 | Trinity Legacy Partners LLC | 273,584 | $3.44M | 0.9% | -3.1% | 0.000% | |
2/3/2025 | Concurrent Investment Advisors LLC | 69,756 | $877K | 0.0% | +206.7% | 0.000% | |
2/3/2025 | Private Advisor Group LLC | 102,941 | $1.29M | 0.0% | +1.9% | 0.000% | |
1/31/2025 | Atria Wealth Solutions Inc. | 91,188 | $1.15M | 0.0% | +10.3% | 0.000% | |
1/31/2025 | D.A. Davidson & CO. | 220,414 | $2.77M | 0.0% | -3.2% | 0.000% | |
1/31/2025 | Woodard & Co. Asset Management Group Inc. ADV | 10,350 | $130K | 0.0% | N/A | 0.000% | |
1/31/2025 | J.W. Cole Advisors Inc. | 31,463 | $395K | 0.0% | -19.4% | 0.000% | |
1/30/2025 | Arcus Capital Partners LLC | 95,302 | $1.21M | 0.4% | +30.5% | 0.000% | |
1/29/2025 | Sovran Advisors LLC | 92,933 | $1.17M | 0.2% | N/A | 0.000% | |
1/28/2025 | Apollon Wealth Management LLC | 67,535 | $849K | 0.0% | +28.8% | 0.000% | |
1/28/2025 | Golden State Wealth Management LLC | 44,919 | $565K | 0.1% | N/A | 0.000% | |
1/27/2025 | Consolidated Portfolio Review Corp | 117,602 | $1.48M | 0.2% | -1.0% | 0.000% | |
1/27/2025 | Silver Oak Securities Incorporated | 28,647 | $357K | 0.0% | +41.1% | 0.000% | |
1/27/2025 | Stratos Wealth Advisors LLC | 55,619 | $699K | 0.0% | +5.5% | 0.000% | |
1/27/2025 | Paragon Capital Management Inc. | 93,254 | $1.17M | 0.9% | -1.4% | 0.000% | |
1/24/2025 | E&G Advisors LP | 57,500 | $723K | 0.2% | -14.3% | 0.000% | |
1/24/2025 | Journey Strategic Wealth LLC | 67,050 | $843K | 0.0% | +100.7% | 0.000% | |
1/23/2025 | Foster & Motley Inc. | 61,341 | $771K | 0.1% | -2.7% | 0.000% | |
What to do with your collapsing portfolio… (Ad) There might be only one way to save your retirement in this volatile time.
After watching investors lose $6 trillion in market cap in a matter of DAYS...
And after seeing businesses bleeding dry as trade tensions spiral out of control...
What the acclaimed “Market Wizard” Larry Benedict — who beat the market by 103% during the 2008 crash — is about to reveal could not only save your retirement from Trump's tariffs… Click here to access this emergency briefing BEFORE the next tariff announcement... |
1/21/2025 | Precedent Wealth Partners LLC | 10,014 | $126K | 0.0% | N/A | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 239,611 | $3.01M | 0.0% | -13.5% | 0.000% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 107,188 | $1.35M | 0.0% | -2.6% | 0.000% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 74,149 | $932K | 0.0% | -36.7% | 0.000% | |
1/14/2025 | SeaCrest Wealth Management LLC | 11,510 | $145K | 0.0% | N/A | 0.000% | |
1/10/2025 | Sage Capital Advisors llc | 41,813 | $526K | 0.1% | -11.4% | 0.000% | |
1/8/2025 | International Assets Investment Management LLC | 18,727 | $237K | 0.0% | -88.6% | 0.000% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 21,671 | $281K | 0.0% | -53.4% | 0.000% | |
12/10/2024 | Garden State Investment Advisory Services LLC | 19,165 | $249K | 0.1% | N/A | 0.000% | |
11/25/2024 | World Investment Advisors LLC | 48,450 | $629K | 0.0% | N/A | 0.000% | |