4/17/2025 | Strategic Advisors LLC | 14,379 | $42K | 0.0% | N/A | 0.027% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 62,826 | $182K | 0.0% | +15.3% | 0.118% | |
2/17/2025 | Citadel Advisors LLC | 25,581 | $74K | 0.0% | N/A | 0.048% | |
2/17/2025 | Bank of America Corp DE | 427,975 | $1.24M | 0.0% | -4.0% | 0.806% | |
2/17/2025 | Ameriprise Financial Inc. | 275,654 | $797K | 0.0% | -51.4% | 0.519% | |
2/14/2025 | Stifel Financial Corp | 82,437 | $238K | 0.0% | +103.5% | 0.155% | |
2/14/2025 | Shaker Financial Services LLC | 90,886 | $263K | 0.1% | N/A | 0.171% | |
2/13/2025 | NewEdge Advisors LLC | 37,000 | $107K | 0.0% | -32.0% | 0.070% | |
2/13/2025 | Invesco Ltd. | 467,185 | $1.35M | 0.0% | +21.7% | 0.880% | |
2/13/2025 | Envestnet Asset Management Inc. | 47,804 | $138K | 0.0% | -79.5% | 0.090% | |
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2/12/2025 | Landscape Capital Management L.L.C. | 141,495 | $409K | 0.0% | N/A | 0.267% | |
2/11/2025 | LPL Financial LLC | 1,624,704 | $4.70M | 0.0% | +8.8% | 3.060% | |
2/11/2025 | Virtu Financial LLC | 15,503 | $45K | 0.0% | N/A | 0.029% | |
2/3/2025 | Wolverine Asset Management LLC | 87,414 | $253K | 0.0% | N/A | 0.165% | |
1/31/2025 | Atria Wealth Solutions Inc. | 22,731 | $66K | 0.0% | +63.5% | 0.043% | |
1/30/2025 | IMS Capital Management | 201,321 | $582K | 0.3% | +2.9% | 0.379% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 54,489 | $157K | 0.0% | +20.2% | 0.103% | |
11/15/2024 | MML Investors Services LLC | 53,471 | $165K | 0.0% | -10.1% | 0.101% | |
11/15/2024 | Jane Street Group LLC | 12,087 | $37K | 0.0% | N/A | 0.023% | |
11/15/2024 | HighTower Advisors LLC | 11,000 | $34K | 0.0% | N/A | 0.021% | |
11/1/2024 | Fiera Capital Corp | 166,450 | $514K | 0.0% | +555.2% | 0.314% | |
10/21/2024 | Fortis Group Advisors LLC | 12,774 | $39K | 0.0% | N/A | 0.024% | |
8/21/2024 | IMS Capital Management | 194,581 | $597K | 0.3% | +63.3% | 0.367% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 26,905 | $80K | 0.0% | +14.2% | 0.051% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 76,096 | $226K | 0.0% | -4.3% | 0.143% | |
8/7/2024 | Wedbush Securities Inc. | 45,410 | $135K | 0.0% | -13.9% | 0.086% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 45,626 | $136K | 0.0% | -8.4% | 0.086% | |
7/15/2024 | Melfa Wealth Management Inc. | 42,950 | $128K | 0.1% | N/A | 0.081% | |
5/17/2024 | Beacon Capital Management LLC | 10,839 | $32K | 0.0% | N/A | 0.020% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 23,568 | $70K | 0.0% | -48.7% | 0.044% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 45,973 | $144K | 0.0% | +95.1% | 0.087% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 50,308 | $130K | 0.0% | +17.0% | 0.096% | |
8/3/2023 | Atria Wealth Solutions Inc. | 13,900 | $41K | 0.0% | -41.5% | 0.026% | |
8/2/2023 | Sigma Planning Corp | 101,121 | $297K | 0.0% | -12.8% | 0.192% | |
7/31/2023 | LPL Financial LLC | 1,415,928 | $4.16M | 0.0% | +4.1% | 2.690% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 131,949 | $388K | 0.0% | -8.2% | 0.251% | |
7/27/2023 | Pinnacle Associates Ltd. | 17,440 | $51K | 0.0% | N/A | 0.033% | |
5/10/2023 | Landscape Capital Management L.L.C. | 59,680 | $153K | 0.0% | +157.0% | 0.113% | |
5/10/2023 | LPL Financial LLC | 1,360,077 | $3.50M | 0.0% | +4.1% | 2.584% | |
5/8/2023 | Shaker Financial Services LLC | 379,201 | $975K | 0.4% | +302.9% | 0.720% | |
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5/8/2023 | Wolverine Asset Management LLC | 249,846 | $642K | 0.0% | +168.0% | 0.475% | |
5/8/2023 | Sigma Planning Corp | 115,985 | $298K | 0.0% | -15.4% | 0.220% | |
4/26/2023 | Fiera Capital Corp | 19,031 | $49K | 0.0% | -90.4% | 0.036% | |
4/14/2023 | Raymond James & Associates | 12,504 | $32K | 0.0% | -57.7% | 0.024% | |
4/5/2023 | Astoria Portfolio Advisors LLC. | 19,829 | $51K | 0.0% | +44.5% | 0.038% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 270,533 | $682K | 0.0% | +17.6% | 0.517% | |
2/10/2023 | Sit Investment Associates Inc. | 70,729 | $178K | 0.0% | N/A | 0.135% | |
2/9/2023 | Landscape Capital Management L.L.C. | 23,222 | $59K | 0.0% | N/A | 0.044% | |
2/8/2023 | Fiera Capital Corp | 199,062 | $502K | 0.0% | +5.7% | 0.380% | |
2/7/2023 | LPL Financial LLC | 1,306,827 | $3.29M | 0.0% | -3.1% | 2.497% | |
2/3/2023 | Shaker Financial Services LLC | 94,120 | $237K | 0.1% | N/A | 0.180% | |
2/1/2023 | Wolverine Asset Management LLC | 93,222 | $235K | 0.0% | N/A | 0.178% | |
2/1/2023 | Janney Montgomery Scott LLC | 58,695 | $148K | 0.0% | -12.8% | 0.112% | |
1/23/2023 | Strategic Advisors LLC | 37,283 | $94K | 0.0% | -34.2% | 0.071% | |
1/23/2023 | Astoria Portfolio Advisors LLC. | 13,718 | $36K | 0.0% | N/A | 0.026% | |
11/14/2022 | MML Investors Services LLC | 77,358 | $205K | 0.0% | -14.6% | 0.148% | |
10/17/2022 | American Financial Advisors LLC | 11,425 | $30K | 0.0% | N/A | 0.022% | |
9/9/2022 | B. Riley Wealth Management Inc. | 13,200 | $36K | 0.0% | -21.0% | 0.025% | |
8/26/2022 | Columbia Asset Management | 40,000 | $109K | 0.0% | N/A | 0.076% | |
8/13/2022 | Lloyd Park LLC | 50,000 | $137K | 0.1% | N/A | 0.096% | |
8/13/2022 | NewEdge Advisors LLC | 219,300 | $599K | 0.0% | +4.3% | 0.419% | |
8/11/2022 | CoreCap Advisors LLC | 19,800 | $54K | 0.0% | -38.7% | 0.038% | |
8/10/2022 | Fiera Capital Corp | 188,754 | $515K | 0.0% | +22.4% | 0.361% | |
8/5/2022 | Landscape Capital Management L.L.C. | 44,775 | $122K | 0.0% | -17.4% | 0.086% | |
8/4/2022 | Northwestern Mutual Wealth Management Co. | 19,721 | $53K | 0.0% | -24.1% | 0.038% | |
8/1/2022 | Shaker Financial Services LLC | 52,477 | $143K | 0.1% | +89.5% | 0.100% | |
7/22/2022 | Stratos Wealth Partners LTD. | 17,161 | $47K | 0.0% | N/A | 0.033% | |
7/21/2022 | Wedbush Securities Inc. | 26,040 | $71K | 0.0% | -18.4% | 0.050% | |
7/18/2022 | DAVENPORT & Co LLC | 14,500 | $40K | 0.0% | -40.8% | 0.028% | |
5/12/2022 | Sit Investment Associates Inc. | 246,721 | $752K | 0.0% | -14.5% | 0.471% | |
5/11/2022 | Landscape Capital Management L.L.C. | 54,239 | $165K | 0.0% | N/A | 0.104% | |
5/11/2022 | Paragon Capital Management LLC | 14,403 | $44K | 0.0% | N/A | 0.028% | |
5/9/2022 | Fiera Capital Corp | 154,166 | $470K | 0.0% | +30.6% | 0.295% | |
5/6/2022 | Shaker Financial Services LLC | 27,692 | $84K | 0.0% | -65.3% | 0.053% | |
5/4/2022 | Wolverine Asset Management LLC | 104,448 | $318K | 0.0% | N/A | 0.200% | |
5/2/2022 | National Asset Management Inc. | 196,475 | $600K | 0.0% | -2.7% | 0.375% | |
4/29/2022 | CoreCap Advisors LLC | 32,300 | $99K | 0.0% | -13.4% | 0.062% | |
4/20/2022 | Sigma Planning Corp | 135,037 | $412K | 0.0% | -31.6% | 0.258% | |
4/11/2022 | Dynamic Advisor Solutions LLC | 36,344 | $111K | 0.0% | +12.5% | 0.069% | |
2/14/2022 | Columbia Asset Management | 40,000 | $137K | 0.0% | N/A | 0.076% | |
2/14/2022 | LPL Financial LLC | 1,277,400 | $4.38M | 0.0% | -0.3% | 2.441% | |
2/11/2022 | Level Four Advisory Services LLC | 10,226 | $35K | 0.0% | N/A | 0.020% | |
2/8/2022 | Fiera Capital Corp | 118,081 | $405K | 0.0% | +2.8% | 0.226% | |
2/8/2022 | Bank of America Corp DE | 541,608 | $1.86M | 0.0% | +1.0% | 1.035% | |
2/8/2022 | Raymond James & Associates | 70,670 | $242K | 0.0% | +478.4% | 0.135% | |
2/7/2022 | Shaker Financial Services LLC | 79,823 | $274K | 0.1% | N/A | 0.153% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 21,000 | $72K | 0.0% | N/A | 0.040% | |
2/3/2022 | Xcel Wealth Management LLC | 10,000 | $34K | 0.0% | N/A | 0.019% | |
2/3/2022 | Northwestern Mutual Wealth Management Co. | 25,518 | $88K | 0.0% | +15.6% | 0.049% | |
1/28/2022 | National Asset Management Inc. | 201,869 | $693K | 0.0% | +2.4% | 0.386% | |
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. |
11/16/2021 | SeaCrest Wealth Management LLC | 14,744 | $51K | 0.0% | -47.2% | 0.028% | |
11/16/2021 | National Asset Management Inc. | 197,170 | $689K | 0.0% | +1.6% | 0.377% | |
11/16/2021 | LPL Financial LLC | 1,280,642 | $4.44M | 0.0% | +1.4% | 2.448% | |
11/15/2021 | Invesco Ltd. | 519,922 | $1.80M | 0.0% | -9.6% | 0.994% | |
11/12/2021 | Sit Investment Associates Inc. | 923,146 | $3.20M | 0.1% | -22.1% | 1.765% | |
11/12/2021 | B. Riley Wealth Management Inc. | 18,700 | $65K | 0.0% | N/A | 0.036% | |
11/5/2021 | American Financial Advisors LLC | 15,695 | $54K | 0.0% | +39.0% | 0.030% | |
11/5/2021 | QP Wealth Management LLC | 11,700 | $41K | 0.0% | N/A | 0.022% | |
11/5/2021 | Advisor Group Holdings Inc. | 16,026 | $55K | 0.0% | +434.2% | 0.031% | |
11/2/2021 | Raymond James & Associates | 12,219 | $42K | 0.0% | N/A | 0.023% | |