| 11/18/2024 | Rehmann Capital Advisory Group | 3,227 | $209K | 0.0% | N/A | 0.021% | |
| 11/18/2024 | Sunbelt Securities Inc. | 103,479 | $6.72M | 0.7% | +5.7% | 0.665% | |
| 11/15/2024 | Glen Eagle Advisors LLC | 14,539 | $944K | 0.2% | -10.0% | 0.093% | |
| 11/15/2024 | HighTower Advisors LLC | 12,447 | $808K | 0.0% | -6.0% | 0.080% | |
| 11/15/2024 | True Wealth Design LLC | 4,373 | $284K | 0.1% | -46.9% | 0.028% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 38,352 | $2.49M | 0.0% | +1.2% | 0.247% | |
|
| 11/13/2024 | FMR LLC | 8,155,120 | $529.27M | 0.0% | -4.4% | 52.445% | |
| 11/13/2024 | Independent Advisor Alliance | 18,394 | $1.19M | 0.0% | -8.1% | 0.118% | |
| 11/12/2024 | Cerity Partners LLC | 22,187 | $1.44M | 0.0% | +5.7% | 0.143% | |
| 11/7/2024 | Colony Family Offices LLC | 7,263 | $471K | 0.1% | +102.4% | 0.047% | |
| 11/5/2024 | Prime Capital Investment Advisors LLC | 12,298 | $798K | 0.0% | +12.4% | 0.079% | |
| 11/4/2024 | Sigma Planning Corp | 5,324 | $346K | 0.0% | +31.2% | 0.034% | |
| 10/30/2024 | Madden Advisory Services Inc. | 25,379 | $1.65M | 0.8% | +9.6% | 0.163% | |
| 10/25/2024 | First Trust Direct Indexing L.P. | 12,801 | $831K | 0.0% | +11.2% | 0.082% | |
| 10/25/2024 | Valmark Advisers Inc. | 6,340 | $411K | 0.0% | N/A | 0.041% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 12,760 | $828K | 0.0% | +92.9% | 0.082% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 33,157 | $2.15M | 0.0% | +150.6% | 0.213% | |
| 10/23/2024 | Allworth Financial LP | 37,603 | $2.44M | 0.0% | +0.7% | 0.242% | |
| 10/23/2024 | GUNN & Co INVESTMENT MANAGEMENT INC. | 11,209 | $727K | 0.5% | -95.5% | 0.072% | |
| 10/23/2024 | Great Lakes Retirement Inc. | 244,359 | $15.86M | 2.0% | +0.2% | 1.571% | |
| 10/17/2024 | Orgel Wealth Management LLC | 984,665 | $63.91M | 1.6% | -48.1% | 6.332% | |
| 10/17/2024 | OmniStar Financial Group Inc. | 20,964 | $1.37M | 1.0% | +12.4% | 0.135% | |
| 10/11/2024 | Smith Chas P & Associates PA Cpas | 234,894 | $15.25M | 0.9% | -6.1% | 1.511% | |
| 10/9/2024 | Beaumont Financial Advisors LLC | 3,935 | $255K | 0.0% | N/A | 0.025% | |
| 10/9/2024 | Quotient Wealth Partners LLC | 11,829 | $768K | 0.0% | +9.7% | 0.076% | |
| 9/23/2024 | Centaurus Financial Inc. | 2,573 | $158K | 0.0% | -29.7% | 0.017% | |
| 8/22/2024 | Cetera Investment Advisers | 63,095 | $3.87M | 0.0% | +4.9% | 0.406% | |
| 8/19/2024 | Hershey Financial Advisers LLC | 14,689 | $901K | 0.8% | N/A | 0.094% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 13,780 | $845K | 0.0% | N/A | 0.089% | |
| 8/16/2024 | Sunbelt Securities Inc. | 97,915 | $6.00M | 0.6% | +2.1% | 0.630% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 25,460 | $1.56M | 0.0% | +1.1% | 0.164% | |
| 8/16/2024 | NewEdge Advisors LLC | 32,096 | $1.97M | 0.0% | -0.6% | 0.206% | |
| 8/13/2024 | AE Wealth Management LLC | 55,885 | $3.43M | 0.0% | +16.1% | 0.359% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 16,525 | $1.01M | 0.0% | +2.1% | 0.106% | |
| 8/8/2024 | J.W. Cole Advisors Inc. | 6,615 | $406K | 0.0% | N/A | 0.043% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 1,126,222 | $69.06M | 0.0% | +9.5% | 7.243% | |
| 8/8/2024 | Beverly Hills Private Wealth LLC | 10,483 | $643K | 0.1% | +16.5% | 0.067% | |
| 8/7/2024 | Prudential PLC | 13,668 | $838K | 0.0% | -4.9% | 0.088% | |
| 8/6/2024 | Cullen Frost Bankers Inc. | 418 | $26K | 0.0% | N/A | 0.003% | |
| 8/6/2024 | Howard Capital Management Inc. | 12,347 | $757K | 0.1% | +7.7% | 0.079% | |
Tesla Execs are Freaking Out (Ad) It’s so revolutionary that tech giants like Microsoft, Amazon, and NVIDIA are all lining up to get their hands on it.
And Elon Musk has completely restructured Tesla to chase this opportunity.
This is a once-in-a-lifetime opportunity that you don’t want to miss. Click here to get the details. |
| 7/31/2024 | Commonwealth Equity Services LLC | 143,831 | $8.82M | 0.0% | +0.5% | 0.925% | |
| 7/31/2024 | Citizens & Northern Corp | 35,639 | $2.19M | 0.7% | N/A | 0.229% | |
| 7/29/2024 | Smith Chas P & Associates PA Cpas | 250,029 | $15.33M | 0.9% | +0.1% | 1.608% | |
| 7/27/2024 | OmniStar Financial Group Inc. | 18,652 | $1.14M | 1.0% | +9.4% | 0.120% | |
| 7/26/2024 | Sequent Asset Management LLC | 32,525 | $1.99M | 1.0% | -5.6% | 0.209% | |
| 7/24/2024 | Quotient Wealth Partners LLC | 10,784 | $661K | 0.0% | N/A | 0.069% | |
| 7/24/2024 | LVZ Inc. | 35,957 | $2.21M | 0.3% | -8.3% | 0.231% | |
| 7/23/2024 | Atlas Brown Inc. | 7,448 | $457K | 0.2% | +14.3% | 0.048% | |
| 7/23/2024 | Orgel Wealth Management LLC | 1,897,583 | $116.36M | 3.1% | -6.7% | 12.203% | |
| 7/22/2024 | Hobbs Group Advisors LLC | 11,823 | $725K | 0.3% | N/A | 0.076% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 8,129 | $498K | 0.0% | +136.7% | 0.052% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 13,230 | $811K | 0.0% | +16.9% | 0.085% | |
| 7/13/2024 | Hurlow Wealth Management Group Inc. | 3,488 | $214K | 0.1% | N/A | 0.022% | |
| 5/24/2024 | Cetera Investment Advisers | 60,137 | $3.55M | 0.0% | +38.8% | 0.387% | |
| 5/17/2024 | Creekmur Asset Management LLC | 1,185 | $70K | 0.0% | -30.2% | 0.008% | |
| 5/15/2024 | Kestra Advisory Services LLC | 522,914 | $30.82M | 0.2% | +16.9% | 3.363% | |
| 5/10/2024 | Osaic Holdings Inc. | 224,959 | $13.26M | 0.0% | -16.1% | 1.447% | |
| 5/9/2024 | Great Lakes Retirement Inc. | 260,692 | $15.37M | 2.3% | -2.1% | 1.676% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 3,434 | $202K | 0.0% | N/A | 0.022% | |
| 5/2/2024 | Almanack Investment Partners LLC. | 5,287 | $312K | 0.1% | +20.3% | 0.034% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 143,053 | $8.43M | 0.0% | -35.7% | 0.954% | |
| 4/29/2024 | RWA Wealth Partners LLC | 11,960 | $705K | 0.0% | -19.4% | 0.080% | |
| 4/26/2024 | GUNN & Co INVESTMENT MANAGEMENT INC. | 11,667 | $688K | 0.5% | -95.5% | 0.078% | |
| 4/25/2024 | Smith Chas P & Associates PA Cpas | 249,806 | $14.72M | 0.9% | -3.1% | 1.665% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 11,313 | $667K | 0.0% | +8.4% | 0.075% | |
| 4/15/2024 | Orgel Wealth Management LLC | 2,034,771 | $119.93M | 3.3% | N/A | 13.565% | |
| 4/15/2024 | Sunbelt Securities Inc. | 95,859 | $5.65M | 0.6% | -5.7% | 0.639% | |
| 4/12/2024 | Navalign LLC | 5,632 | $332K | 0.1% | -31.0% | 0.089% | |
| 4/8/2024 | Atlas Brown Inc. | 6,519 | $384K | 0.1% | +9.9% | 0.103% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 10,986 | $597K | 0.0% | N/A | 0.174% | |
| 3/1/2024 | Creekmur Asset Management LLC | 1,697 | $92K | 0.0% | N/A | 0.027% | |
| 2/16/2024 | Hobbs Group Advisors LLC | 11,956 | $650K | 0.3% | N/A | 0.190% | |
| 2/14/2024 | True Wealth Design LLC | 10,644 | $578K | 0.2% | -16.8% | 0.169% | |
| 2/14/2024 | Prudential PLC | 15,753 | $856K | 0.0% | +37.4% | 0.250% | |
| 2/13/2024 | Envestnet Asset Management Inc. | 1,009,324 | $54.85M | 0.0% | +16.4% | 16.021% | |
| 2/12/2024 | TD Capital Management LLC | 3,598 | $195K | 0.0% | +27.6% | 0.057% | |
| 2/12/2024 | Madden Advisory Services Inc. | 20,827 | $1.13M | 0.6% | +5.8% | 0.331% | |
| 2/8/2024 | Independent Advisor Alliance | 20,791 | $1.13M | 0.0% | -1.5% | 0.330% | |
| 2/7/2024 | Principal Securities Inc. | 992 | $54K | 0.0% | N/A | 0.016% | |
| 2/6/2024 | Lincoln National Corp | 35,145 | $1.91M | 0.0% | +6.2% | 0.558% | |
| 2/6/2024 | Concord Wealth Partners | 925 | $50K | 0.0% | N/A | 0.015% | |
| 2/1/2024 | RWA Wealth Partners LLC | 14,834 | $806K | 0.0% | -6.4% | 0.235% | |
| 2/1/2024 | GUNN & Co INVESTMENT MANAGEMENT INC. | 257,748 | $14.01M | 0.9% | +2,138.8% | 4.091% | |
| 2/1/2024 | Sigma Planning Corp | 4,024 | $219K | 0.0% | -49.7% | 0.064% | |
| 1/30/2024 | Beverly Hills Private Wealth LLC | 6,630 | $360K | 0.1% | N/A | 0.105% | |
| 1/26/2024 | Cerity Partners LLC | 22,788 | $1.24M | 0.0% | -10.9% | 0.362% | |
| 1/24/2024 | Prime Capital Investment Advisors LLC | 7,478 | $406K | 0.0% | +7.2% | 0.119% | |
| 1/24/2024 | Allworth Financial LP | 39,704 | $2.16M | 0.0% | +2.7% | 0.630% | |
| 1/23/2024 | LVZ Inc. | 41,500 | $2.26M | 0.3% | N/A | 0.659% | |
| 1/22/2024 | Parsons Capital Management Inc. RI | 3,685 | $200K | 0.0% | N/A | 0.058% | |
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! |
| 1/22/2024 | Weaver Consulting Group | 3,757 | $204K | 0.1% | N/A | 0.060% | |
| 1/18/2024 | Navalign LLC | 8,166 | $444K | 0.2% | -63.1% | 0.130% | |
| 1/18/2024 | Great Lakes Retirement Inc. | 266,195 | $14.47M | 2.4% | -15.2% | 4.225% | |
| 1/18/2024 | Altfest L J & Co. Inc. | 13,856 | $753K | 0.1% | -2.1% | 0.220% | |
| 1/17/2024 | OmniStar Financial Group Inc. | 21,938 | $1.19M | 1.5% | +1.4% | 0.348% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 4,545 | $247K | 0.0% | N/A | 0.072% | |
| 11/21/2023 | GUNN & Co INVESTMENT MANAGEMENT INC. | 11,513 | $568K | 0.5% | N/A | 0.183% | |
| 11/15/2023 | Lido Advisors LLC | 23,568 | $1.16M | 0.0% | -1.8% | 0.374% | |
| 11/13/2023 | True Wealth Design LLC | 12,791 | $631K | 0.2% | -7.8% | 0.203% | |
| 11/13/2023 | Mariner LLC | 17,239 | $850K | 0.0% | -2.7% | 0.274% | |
