8/22/2024 | Cetera Investment Advisers | 50,022 | $1.23M | 0.0% | -12.1% | 1.370% | |
8/20/2024 | HFG Wealth Management LLC | 117,342 | $2.88M | 1.8% | -12.2% | 3.215% | |
8/8/2024 | WPWealth LLP | 24,760 | $607K | 0.1% | N/A | 0.678% | |
8/2/2024 | Ferguson Shapiro LLC | 134,595 | $3.30M | 1.3% | -5.1% | 3.688% | |
7/31/2024 | Commonwealth Equity Services LLC | 73,927 | $1.81M | 0.0% | -80.3% | 2.025% | |
7/22/2024 | Onyx Bridge Wealth Group LLC | 82,384 | $2.02M | 0.3% | -2.6% | 2.257% | |
|
7/18/2024 | Gradient Investments LLC | 8,840 | $217K | 0.0% | -18.4% | 0.242% | |
7/15/2024 | Diligent Investors LLC | 51,272 | $1.26M | 0.3% | +4.1% | 1.405% | |
7/10/2024 | CWM LLC | 39,967 | $980K | 0.0% | +5.4% | 1.095% | |
6/28/2024 | HFG Wealth Management LLC | 133,616 | $3.18M | 1.9% | -7.2% | 3.661% | |
5/9/2024 | Corrado Advisors LLC | 81,752 | $1.95M | 1.3% | -2.7% | 2.240% | |
5/8/2024 | Avantax Advisory Services Inc. | 25,913 | $617K | 0.0% | -4.6% | 0.710% | |
5/7/2024 | Pillar Wealth Advisors LLC | 31,925 | $760K | 0.6% | -32.6% | 0.875% | |
5/1/2024 | Janney Montgomery Scott LLC | 12,324 | $293K | 0.0% | -10.3% | 0.338% | |
4/29/2024 | Commonwealth Equity Services LLC | 375,197 | $8.93M | 0.0% | +373.7% | 10.279% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 84,613 | $2.02M | 0.4% | +20.2% | 2.318% | |
4/25/2024 | Capital Investment Advisory Services LLC | 2,700 | $64K | 0.0% | +39.2% | 0.074% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 15,215 | $362K | 0.0% | -22.0% | 0.417% | |
4/23/2024 | Gradient Investments LLC | 10,830 | $258K | 0.0% | -98.3% | 0.297% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 34,517 | $822K | 0.0% | -16.6% | 0.722% | |
4/15/2024 | Sunbelt Securities Inc. | 7,071 | $168K | 0.0% | -20.6% | 0.148% | |
4/10/2024 | Ferguson Shapiro LLC | 141,809 | $3.38M | 1.6% | N/A | 2.967% | |
2/16/2024 | Secured Retirement Advisors LLC | 18,222 | $431K | 0.4% | N/A | 0.381% | |
2/14/2024 | Personal CFO Solutions LLC | 176,718 | $4.18M | 0.7% | +3.5% | 3.697% | |
2/12/2024 | Tradition Wealth Management LLC | 25,045 | $592K | 0.1% | -3.0% | 0.524% | |
2/12/2024 | Cape Investment Advisory Inc. | 10,748 | $254K | 0.1% | +46.4% | 0.225% | |
2/7/2024 | Avantax Advisory Services Inc. | 27,175 | $642K | 0.0% | -38.2% | 0.569% | |
2/7/2024 | Berger Financial Group Inc | 122,819 | $2.90M | 0.3% | +2.8% | 2.569% | |
2/7/2024 | Principal Securities Inc. | 65,948 | $1.56M | 0.1% | N/A | 1.380% | |
2/6/2024 | Apollon Wealth Management LLC | 78,200 | $1.85M | 0.1% | -1.3% | 1.636% | |
2/6/2024 | Ifrah Financial Services Inc. | 19,090 | $451K | 0.1% | -6.5% | 0.399% | |
2/5/2024 | Pillar Wealth Advisors LLC | 47,357 | $1.12M | 0.9% | -3.7% | 0.991% | |
2/1/2024 | Corrado Advisors LLC | 83,992 | $1.99M | 1.6% | +4.8% | 1.757% | |
2/1/2024 | CWM LLC | 35,606 | $841K | 0.0% | +18.2% | 0.745% | |
1/31/2024 | Onyx Bridge Wealth Group LLC | 70,394 | $1.66M | 0.3% | +2.2% | 1.473% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 1,865 | $44K | 0.0% | -23.2% | 0.039% | |
1/24/2024 | Stratos Wealth Advisors LLC | 40,603 | $959K | 0.1% | N/A | 0.849% | |
1/23/2024 | Beacon Financial Advisory LLC | 75,999 | $1.80M | 0.9% | +10.8% | 1.590% | |
1/18/2024 | Gradient Investments LLC | 649,686 | $15.35M | 0.4% | +9.7% | 13.592% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 19,591 | $463K | 0.0% | +21.9% | 0.410% | |
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1/12/2024 | Global Strategic Investment Solutions LLC | 37,604 | $889K | 0.1% | -91.4% | 0.787% | |
1/11/2024 | FORVIS Wealth Advisors LLC | 41,384 | $978K | 0.0% | -14.5% | 0.866% | |
1/11/2024 | Diligent Investors LLC | 49,272 | $1.16M | 0.3% | +6.5% | 1.031% | |
11/13/2023 | Personal CFO Solutions LLC | 170,693 | $3.84M | 0.8% | N/A | 3.571% | |
11/13/2023 | Sugarloaf Wealth Management LLC | 2,200 | $50K | 0.0% | N/A | 0.046% | |
11/13/2023 | Kestra Advisory Services LLC | 120,046 | $2.70M | 0.0% | +777.1% | 2.511% | |
11/8/2023 | HighTower Advisors LLC | 23,987 | $543K | 0.0% | +8.4% | 0.502% | |
11/8/2023 | Janney Montgomery Scott LLC | 12,740 | $287K | 0.0% | +45.2% | 0.267% | |
11/8/2023 | Avantax Advisory Services Inc. | 43,940 | $989K | 0.0% | +4.4% | 0.919% | |
11/6/2023 | Corrado Advisors LLC | 80,122 | $1.80M | 1.2% | -0.9% | 1.676% | |
11/6/2023 | Lincoln National Corp | 12,208 | $275K | 0.0% | +19.5% | 0.255% | |
11/6/2023 | Diligent Investors LLC | 46,272 | $1.04M | 0.3% | +78.5% | 0.968% | |
11/3/2023 | Berger Financial Group Inc | 119,502 | $2.69M | 0.3% | +77.2% | 2.500% | |
11/3/2023 | SageView Advisory Group LLC | 25,602 | $576K | 0.0% | +113.6% | 0.536% | |
11/2/2023 | Capital Investment Advisory Services LLC | 1,940 | $44K | 0.0% | N/A | 0.041% | |
10/27/2023 | Gradient Investments LLC | 592,480 | $13.34M | 0.4% | N/A | 12.395% | |
10/26/2023 | FORVIS Wealth Advisors LLC | 48,385 | $1.09M | 0.0% | -1.7% | 1.012% | |
10/25/2023 | Beacon Financial Advisory LLC | 68,595 | $1.54M | 0.9% | +5.9% | 1.435% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 16,075 | $362K | 0.0% | +59.8% | 0.336% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 13,746 | $309K | 0.0% | +16.8% | 0.288% | |
10/23/2023 | Commonwealth Equity Services LLC | 46,939 | $1.06M | 0.0% | +43.4% | 0.982% | |
10/20/2023 | U.S. Capital Wealth Advisors LLC | 11,254 | $253K | 0.0% | N/A | 0.235% | |
10/16/2023 | Onyx Bridge Wealth Group LLC | 68,862 | $1.55M | 0.4% | -7.5% | 1.441% | |
10/13/2023 | Global Strategic Investment Solutions LLC | 436,836 | $9.83M | 1.3% | +2,504.9% | 9.139% | |
10/13/2023 | Cypress Wealth Services LLC | 50,012 | $1.13M | 0.3% | N/A | 1.046% | |
10/11/2023 | AE Wealth Management LLC | 14,910 | $336K | 0.0% | N/A | 0.312% | |
10/11/2023 | CWM LLC | 30,121 | $678K | 0.0% | +25.4% | 0.630% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 2,428 | $55K | 0.0% | N/A | 0.051% | |
8/24/2023 | Arlington Capital Management Inc. | 15,386 | $355K | 0.3% | -42.0% | 0.322% | |
8/14/2023 | Cerity Partners LLC | 716,938 | $16.53M | 0.1% | -0.8% | 14.999% | |
8/11/2023 | SageView Advisory Group LLC | 11,985 | $276K | 0.0% | N/A | 0.251% | |
8/11/2023 | WorthPointe LLC | 19,360 | $446K | 0.3% | +11.8% | 0.405% | |
8/10/2023 | Corrado Advisors LLC | 80,848 | $1.86M | 1.3% | +22.3% | 1.691% | |
8/10/2023 | Berger Financial Group Inc | 67,436 | $1.55M | 0.2% | +3.6% | 1.411% | |
8/10/2023 | Cetera Investment Advisers | 26,059 | $601K | 0.0% | +22.7% | 0.545% | |
8/9/2023 | Coastal Investment Advisors Inc. | 1,830 | $42K | 0.0% | N/A | 0.038% | |
8/8/2023 | Balboa Wealth Partners | 16,828 | $388K | 0.1% | N/A | 0.352% | |
8/8/2023 | FORVIS Wealth Advisors LLC | 49,236 | $1.14M | 0.0% | +1.5% | 1.030% | |
8/7/2023 | Lincoln National Corp | 10,217 | $236K | 0.0% | N/A | 0.259% | |
8/4/2023 | Pillar Wealth Advisors LLC | 49,156 | $1.13M | 0.9% | +27.8% | 1.244% | |
8/3/2023 | CWM LLC | 24,017 | $554K | 0.0% | +42.4% | 0.608% | |
7/26/2023 | Janney Montgomery Scott LLC | 8,775 | $202K | 0.0% | N/A | 0.222% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 10,062 | $232K | 0.0% | +8.8% | 0.255% | |
7/25/2023 | Onyx Bridge Wealth Group LLC | 74,416 | $1.72M | 0.4% | +7.4% | 1.884% | |
7/24/2023 | Diligent Investors LLC | 25,928 | $598K | 0.2% | -1.7% | 0.656% | |
7/20/2023 | Bourgeon Capital Management LLC | 1,077 | $25K | 0.0% | N/A | 0.027% | |
7/14/2023 | 3EDGE Asset Management LP | 13,114 | $302K | 0.0% | N/A | 0.332% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 11,773 | $271K | 0.0% | -11.2% | 0.298% | |
5/11/2023 | Cerity Partners LLC | 722,650 | $16.87M | 0.0% | +5,506.7% | 23.850% | |
5/11/2023 | Envestnet Asset Management Inc. | 24,411 | $570K | 0.0% | +20.6% | 0.806% | |
Don’t wait for FDA approval (Ad) Don’t let Wall Street fool you.
AI is not the only hot sector in the market.
Biotech is on fire as well. And I’ll tell you all about them in this video. |
5/10/2023 | Resources Investment Advisors LLC. | 9,050 | $211K | 0.0% | N/A | 0.299% | |
5/10/2023 | WealthPLAN Partners LLC | 7,802 | $182K | 0.0% | N/A | 0.257% | |
5/5/2023 | Ifrah Financial Services Inc. | 20,289 | $474K | 0.2% | +2.7% | 0.670% | |
5/3/2023 | Corrado Advisors LLC | 66,088 | $1.54M | 1.0% | -0.8% | 2.181% | |
5/1/2023 | CWM LLC | 16,864 | $394K | 0.0% | N/A | 0.557% | |
4/28/2023 | Avantax Advisory Services Inc. | 30,517 | $713K | 0.0% | +3.8% | 1.007% | |
4/28/2023 | Ameritas Advisory Services LLC | 5,875 | $137K | 0.0% | -50.0% | 0.194% | |
4/27/2023 | Stratos Wealth Advisors LLC | 8,661 | $202K | 0.0% | -39.9% | 0.286% | |
4/27/2023 | FORVIS Wealth Advisors LLC | 48,529 | $1.13M | 0.0% | -2.1% | 1.602% | |
4/25/2023 | NorthCrest Asset Manangement LLC | 9,640 | $225K | 0.0% | N/A | 0.318% | |