| 11/15/2024 | LRI Investments LLC | 17,208 | $1.13M | 0.1% | +23.2% | 0.210% | |
| 11/15/2024 | Drucker Wealth 3.0 LLC | 3,474 | $220K | 0.1% | N/A | 0.042% | |
| 11/15/2024 | Glass Jacobson Investment Advisors llc | 19,584 | $1.24M | 0.4% | -1.1% | 0.239% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 150,257 | $9.52M | 0.2% | +2.1% | 1.832% | |
| 11/15/2024 | Jane Street Group LLC | 5,136 | $325K | 0.0% | -81.0% | 0.063% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 4,081 | $258K | 0.0% | N/A | 0.050% | |
|
| 11/14/2024 | CreativeOne Wealth LLC | 26,759 | $1.70M | 0.1% | +77.1% | 0.326% | |
| 11/13/2024 | Freedom Investment Management Inc. | 14,678 | $930K | 0.1% | +8.0% | 0.179% | |
| 11/13/2024 | Hardy Reed LLC | 170,740 | $10.82M | 1.0% | +37.9% | 2.082% | |
| 11/13/2024 | Townsquare Capital LLC | 43,659 | $2.77M | 0.0% | +5.4% | 0.532% | |
| 11/12/2024 | Truepoint Inc. | 22,308 | $1.41M | 0.0% | +32.3% | 0.272% | |
| 11/12/2024 | Keyes Stange & Wooten Wealth Management LLC | 269,417 | $17.07M | 10.1% | +4.3% | 3.286% | |
| 11/12/2024 | Altiora Financial Group LLC | 156,591 | $9.92M | 2.2% | +10.5% | 1.910% | |
| 11/8/2024 | EverSource Wealth Advisors LLC | 107,910 | $6.84M | 0.4% | +3.1% | 1.316% | |
| 11/8/2024 | BIP Wealth LLC | 16,877 | $1.07M | 0.1% | N/A | 0.206% | |
| 11/7/2024 | Phillips Financial Management LLC | 5,030 | $319K | 0.0% | +121.1% | 0.061% | |
| 11/7/2024 | Essential Planning LLC. | 9,371 | $594K | 0.2% | N/A | 0.114% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 3,192 | $202K | 0.0% | N/A | 0.039% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 169,603 | $10.74M | 0.1% | +96.9% | 2.068% | |
| 11/6/2024 | Wealthstream Advisors Inc. | 6,911 | $438K | 0.1% | N/A | 0.084% | |
| 11/6/2024 | Main Street Financial Solutions LLC | 25,043 | $1.59M | 0.1% | +265.8% | 0.305% | |
| 11/5/2024 | Ashton Thomas Private Wealth LLC | 9,044 | $573K | 0.0% | +23.8% | 0.110% | |
| 11/4/2024 | FMB Wealth Management | 40,862 | $2.59M | 1.5% | +30.1% | 0.498% | |
| 11/2/2024 | Mesirow Financial Investment Management Inc. | 14,466 | $916K | 0.0% | N/A | 0.176% | |
| 11/1/2024 | Cypress Point Wealth Management LLC | 55,000 | $3.48M | 1.4% | +41.5% | 0.671% | |
| 11/1/2024 | Rather & Kittrell Inc. | 258,108 | $16.35M | 4.0% | +31.0% | 3.148% | |
| 10/29/2024 | Pure Financial Advisors LLC | 1,988,104 | $125.93M | 3.0% | +25.8% | 24.245% | |
| 10/29/2024 | Farther Finance Advisors LLC | 31,721 | $2.01M | 0.1% | +29.6% | 0.387% | |
| 10/25/2024 | Your Advocates Ltd. LLP | 961,178 | $60.88M | 23.9% | +0.8% | 11.722% | |
| 10/25/2024 | SC&H Financial Advisors Inc. | 62,595 | $3.97M | 0.9% | +81.2% | 0.763% | |
| 10/24/2024 | Sageworth Trust Co | 156,606 | $9.92M | 0.6% | +58.5% | 1.910% | |
| 10/24/2024 | Sageworth Trust Co of South Dakota | 64,179 | $4.07M | 5.2% | +41.2% | 0.783% | |
| 10/23/2024 | Brighton Jones LLC | 245,781 | $15.57M | 0.6% | +49.1% | 2.997% | |
| 10/22/2024 | Private Advisor Group LLC | 26,368 | $1.67M | 0.0% | +379.3% | 0.322% | |
| 10/19/2024 | Cyndeo Wealth Partners LLC | 61,924 | $3.92M | 0.3% | N/A | 0.755% | |
| 10/17/2024 | RFG Advisory LLC | 49,024 | $3.11M | 0.1% | +7.6% | 0.598% | |
| 10/16/2024 | Firethorn Wealth Partners LLC | 7,890 | $500K | 0.3% | +74.6% | 0.096% | |
| 10/15/2024 | Hutchens & Kramer Investment Management Group LLC | 183,416 | $11.51M | 6.4% | +164.1% | 2.237% | |
| 10/11/2024 | Kathleen S. Wright Associates Inc. | 8,016 | $508K | 0.2% | +25.9% | 0.098% | |
| 10/9/2024 | Morton Capital Management LLC CA | 51,964 | $3.29M | 0.6% | +92.0% | 0.634% | |
New Year, New Opportunity! 2 AI Stocks Under $10 Ready to Soar (Ad) As we step into 2025, artificial intelligence (AI) stocks continue to dominate headlines, and now is the perfect moment to position yourself for the coming year’s potential.
Our latest research has uncovered two must-buy AI stocks currently trading under $10/share – an affordable entry with promising growth potential. These stocks are flying under the radar, but it’s only a matter of time before they gain mainstream attention. 👉 Click here to access your FREE report now! |
| 10/8/2024 | CWM LLC | 3,686 | $233K | 0.0% | +117.2% | 0.045% | |
| 10/8/2024 | Great Oak Capital Partners LLC | 355,365 | $22.50M | 7.8% | +4.9% | 4.334% | |
| 10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 459,802 | $29.12M | 2.5% | +264.9% | 5.607% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 6,803 | $431K | 0.0% | -20.1% | 0.083% | |
| 10/3/2024 | Park Avenue Securities LLC | 13,010 | $824K | 0.0% | N/A | 0.159% | |
| 8/21/2024 | Truist Financial Corp | 53,173 | $3.17M | 0.0% | +5.7% | 0.648% | |
| 8/16/2024 | Annandale Capital LLC | 177,673 | $10.58M | 1.8% | +70.2% | 2.167% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 104,655 | $6.41M | 0.4% | +12.9% | 1.276% | |
| 8/14/2024 | Great Oak Capital Partners LLC | 338,689 | $19.96M | 7.5% | +35.1% | 4.130% | |
| 8/12/2024 | Brighton Jones LLC | 164,837 | $9.81M | 0.3% | +51.3% | 2.010% | |
| 8/12/2024 | Glass Jacobson Investment Advisors llc | 19,796 | $1.18M | 0.4% | +1.0% | 0.241% | |
| 8/10/2024 | DecisionPoint Financial LLC | 1,732 | $106K | 0.0% | +44.0% | 0.021% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 59,680 | $3.55M | 0.0% | +13.1% | 0.728% | |
| 8/8/2024 | Main Street Financial Solutions LLC | 6,847 | $408K | 0.0% | N/A | 0.084% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 7,307 | $435K | 0.0% | N/A | 0.089% | |
| 8/5/2024 | Truepoint Inc. | 16,867 | $1.00M | 0.0% | +176.5% | 0.206% | |
| 7/31/2024 | Farther Finance Advisors LLC | 24,470 | $1.46M | 0.1% | +861.9% | 0.298% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 9,530 | $567K | 0.0% | -47.0% | 0.116% | |
| 7/29/2024 | Modera Wealth Management LLC | 22,381 | $1.33M | 0.0% | N/A | 0.273% | |
| 7/27/2024 | Cypress Point Wealth Management LLC | 38,881 | $2.31M | 1.1% | +64.1% | 0.474% | |
| 7/26/2024 | Sprinkle Financial Consultants LLC | 5,246 | $312K | 0.2% | N/A | 0.064% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 40,520 | $2.41M | 0.0% | +78.9% | 0.494% | |
| 7/24/2024 | LRI Investments LLC | 13,968 | $831K | 0.1% | -2.8% | 0.170% | |
| 7/19/2024 | KFG Wealth Management LLC | 32,807 | $1.95M | 0.8% | +41.9% | 0.400% | |
| 7/18/2024 | Pure Financial Advisors LLC | 1,580,519 | $94.07M | 2.6% | +549.2% | 19.275% | |
| 7/15/2024 | Dynamic Advisor Solutions LLC | 8,514 | $507K | 0.0% | +15.7% | 0.104% | |
| 7/15/2024 | RFG Advisory LLC | 45,550 | $2.71M | 0.1% | +14.5% | 0.555% | |
| 7/12/2024 | Morton Capital Management LLC CA | 27,070 | $1.61M | 0.4% | +108.2% | 0.330% | |
| 7/12/2024 | Sax Wealth Advisors LLC | 10,294 | $613K | 0.1% | +18.5% | 0.126% | |
| 7/11/2024 | Global Trust Asset Management LLC | 500 | $30K | 0.0% | N/A | 0.006% | |
| 6/11/2024 | EverSource Wealth Advisors LLC | 92,669 | $5.19M | 0.4% | +57.5% | 1.130% | |
| 5/21/2024 | LRI Investments LLC | 14,369 | $843K | 0.1% | N/A | 0.175% | |
| 5/17/2024 | Innealta Capital LLC | 3,460 | $203K | 0.1% | N/A | 0.042% | |
| 5/16/2024 | WPWealth LLP | 11,547 | $677K | 0.2% | +3.8% | 0.141% | |
| 5/15/2024 | LRI Investments LLC | 14,369 | $835K | 0.1% | N/A | 0.175% | |
| 5/14/2024 | CreativeOne Wealth LLC | 16,966 | $995K | 0.0% | +88.3% | 0.207% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 8,684 | $509K | 0.1% | +113.0% | 0.106% | |
| 5/10/2024 | Truepoint Inc. | 6,101 | $358K | 0.0% | N/A | 0.074% | |
| 5/9/2024 | Brighton Jones LLC | 108,922 | $6.39M | 0.2% | +77.1% | 1.396% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 138,187 | $8.11M | 0.1% | +3.8% | 1.772% | |
| 5/4/2024 | Gould Asset Management LLC CA | 11,113 | $652K | 0.2% | +190.2% | 0.142% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 14,376 | $843K | 0.1% | N/A | 0.184% | |
| 5/2/2024 | Hardy Reed LLC | 72,062 | $4.23M | 0.5% | +56.2% | 0.924% | |
| 5/1/2024 | DecisionPoint Financial LLC | 1,203 | $68K | 0.0% | +26.4% | 0.015% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 4,079 | $238K | 0.0% | N/A | 0.052% | |
| 4/30/2024 | Concord Wealth Partners | 1,183 | $69K | 0.0% | N/A | 0.015% | |
| 4/30/2024 | Hutchens & Kramer Investment Management Group LLC | 61,358 | $3.59M | 2.1% | +43.9% | 0.787% | |
| 4/30/2024 | Investment Advisory Group LLC | 5,334 | $313K | 0.1% | N/A | 0.068% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 17,980 | $1.06M | 0.0% | +19.1% | 0.231% | |
| 4/26/2024 | RCS Financial Planning LLC | 10,082 | $591K | 0.4% | N/A | 0.129% | |
New Year, New Opportunity! 2 AI Stocks Under $10 Ready to Soar (Ad) As we step into 2025, artificial intelligence (AI) stocks continue to dominate headlines, and now is the perfect moment to position yourself for the coming year’s potential.
Our latest research has uncovered two must-buy AI stocks currently trading under $10/share – an affordable entry with promising growth potential. These stocks are flying under the radar, but it’s only a matter of time before they gain mainstream attention. 👉 Click here to access your FREE report now! |
| 4/25/2024 | Capital Investment Advisory Services LLC | 307,679 | $18.05M | 1.9% | -1.3% | 3.945% | |
| 4/23/2024 | Fifth Third Bancorp | 3,000 | $176K | 0.0% | N/A | 0.038% | |
| 4/19/2024 | KFG Wealth Management LLC | 23,115 | $1.36M | 0.6% | N/A | 0.000% | |
| 4/17/2024 | Kathleen S. Wright Associates Inc. | 3,546 | $208K | 0.1% | N/A | 0.000% | |
| 4/15/2024 | Great Oak Capital Partners LLC | 250,686 | $14.70M | 6.5% | +47.3% | 0.000% | |
| 4/12/2024 | Morton Capital Management LLC CA | 13,004 | $763K | 0.2% | +54.2% | 0.000% | |
| 4/12/2024 | Doliver Advisors LP | 4,310 | $253K | 0.1% | N/A | 0.000% | |
| 4/11/2024 | RFG Advisory LLC | 39,793 | $2.33M | 0.1% | +88.1% | 0.000% | |
| 4/10/2024 | Bromfield Sneider Wealth Advisors | 9,208 | $540K | 0.3% | +645.6% | 0.000% | |
| 2/26/2024 | Great Oak Capital Partners LLC | 170,243 | $9.10M | 4.9% | N/A | 0.000% | |
