11/13/2024 | FMR LLC | 59,932 | $3.06M | 0.0% | +16.6% | 0.258% | |
11/13/2024 | Independent Advisor Alliance | 7,821 | $399K | 0.0% | -4.8% | 0.034% | |
11/12/2024 | Larson Financial Group LLC | 159,195 | $8.13M | 0.5% | +523.6% | 0.686% | |
11/12/2024 | Kingsview Wealth Management LLC | 6,857 | $350K | 0.0% | -11.8% | 0.030% | |
11/12/2024 | Meridian Wealth Management LLC | 15,900 | $812K | 0.0% | N/A | 0.069% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 2,230,440 | $113.86M | 0.0% | +0.9% | 9.614% | |
|
11/8/2024 | Stonebridge Financial Planning Group LLC | 11,988 | $612K | 0.3% | -11.4% | 0.052% | |
11/6/2024 | OneDigital Investment Advisors LLC | 4,180 | $213K | 0.0% | N/A | 0.018% | |
11/6/2024 | Lifeworks Advisors LLC | 30,295 | $1.55M | 0.3% | +8.8% | 0.131% | |
11/5/2024 | Systelligence LLC | 261,874 | $13.37M | 3.3% | +4.0% | 1.129% | |
11/4/2024 | Sigma Planning Corp | 35,539 | $1.81M | 0.1% | +4.9% | 0.153% | |
11/1/2024 | Demars Financial Group LLC | 4,201 | $214K | 0.1% | N/A | 0.018% | |
11/1/2024 | Advocacy Wealth Management Services LLC | 18,573 | $948K | 0.1% | -12.7% | 0.080% | |
10/29/2024 | Farther Finance Advisors LLC | 1,000 | $51K | 0.0% | N/A | 0.004% | |
10/25/2024 | GSB Wealth Management LLC | 7,137 | $364K | 0.1% | -4.6% | 0.031% | |
10/24/2024 | J.W. Cole Advisors Inc. | 63,542 | $3.24M | 0.1% | -0.5% | 0.274% | |
10/24/2024 | Smith Salley Wealth Management | 28,040 | $1.43M | 0.1% | +17.3% | 0.121% | |
10/24/2024 | Arkadios Wealth Advisors | 39,958 | $2.04M | 0.1% | +34.5% | 0.172% | |
10/23/2024 | Dakota Wealth Management | 14,075 | $719K | 0.0% | -10.2% | 0.061% | |
10/23/2024 | Yoder Wealth Management Inc. | 27,468 | $1.40M | 0.8% | +8.5% | 0.118% | |
10/22/2024 | International Assets Investment Management LLC | 259,106 | $132.27M | 0.0% | +14,613.6% | 1.117% | |
10/22/2024 | Private Advisor Group LLC | 18,296 | $934K | 0.0% | -1.2% | 0.079% | |
10/21/2024 | Sweeney & Michel LLC | 17,774 | $903K | 0.4% | +3.3% | 0.077% | |
10/19/2024 | Cedrus LLC | 28,824 | $1.47M | 0.5% | +22.4% | 0.124% | |
10/16/2024 | Lynch & Associates IN | 26,661 | $1.36M | 0.3% | +5.1% | 0.115% | |
10/15/2024 | NBC Securities Inc. | 8,292 | $423K | 0.0% | +16.8% | 0.036% | |
10/11/2024 | Creative Planning | 6,324 | $323K | 0.0% | +23.0% | 0.027% | |
10/11/2024 | Elk River Wealth Management LLC | 59,643 | $3.05M | 0.6% | N/A | 0.257% | |
10/9/2024 | LongView Wealth Management | 5,097 | $260K | 0.1% | N/A | 0.022% | |
10/9/2024 | Walker Financial Services Inc. | 34,783 | $1.78M | 1.2% | +6.2% | 0.150% | |
10/9/2024 | Pacific Sun Financial Corp | 13,118 | $670K | 0.4% | -1.9% | 0.057% | |
10/9/2024 | Beaumont Financial Advisors LLC | 32,399 | $1.65M | 0.1% | +2.2% | 0.140% | |
10/8/2024 | CWM LLC | 3,087 | $158K | 0.0% | -15.3% | 0.013% | |
10/8/2024 | Brookstone Capital Management | 11,892 | $607K | 0.0% | -2.0% | 0.051% | |
10/3/2024 | Marotta Asset Management | 90,395 | $4.62M | 0.9% | +17.6% | 0.390% | |
10/2/2024 | American National Bank & Trust | 3,046 | $155K | 0.0% | +36.3% | 0.013% | |
8/22/2024 | Cetera Investment Advisers | 28,079 | $1.33M | 0.0% | -64.5% | 0.121% | |
8/21/2024 | Truist Financial Corp | 18,793 | $891K | 0.0% | -2.7% | 0.081% | |
8/16/2024 | Sunbelt Securities Inc. | 10,186 | $483K | 0.0% | -27.6% | 0.044% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 3,315 | $157K | 0.0% | +12.6% | 0.014% | |
“This Changes Everything” - Trump Hands Millions Massive IRS Gift (Ad) Now it's your time to return the favor by taking advantage of this tax "revenge loophole."
Because even as we wait for Trump's agenda to kick in… >> YES! Send Me My FREE Gold Guide! |
8/16/2024 | NewEdge Advisors LLC | 92,418 | $4.38M | 0.0% | -4.7% | 0.398% | |
8/16/2024 | Full Sail Capital LLC | 100,806 | $4.78M | 0.3% | -0.3% | 0.435% | |
8/15/2024 | Oliver Lagore Vanvalin Investment Group | 8,613 | $408K | 0.1% | -53.1% | 0.037% | |
8/13/2024 | AE Wealth Management LLC | 106,118 | $5.03M | 0.1% | +14.6% | 0.457% | |
8/9/2024 | Financial Perspectives Inc | 106,715 | $5.06M | 1.9% | +2.6% | 0.460% | |
8/8/2024 | J.W. Cole Advisors Inc. | 63,853 | $3.03M | 0.1% | +12.4% | 0.275% | |
8/8/2024 | Envestnet Asset Management Inc. | 263,420 | $12.49M | 0.0% | -32.4% | 1.135% | |
8/8/2024 | Stonebridge Financial Planning Group LLC | 13,526 | $641K | 0.3% | -17.1% | 0.058% | |
8/7/2024 | AGF Management Ltd. | 83,589 | $3.96M | 0.0% | +18.4% | 0.360% | |
8/7/2024 | FRG Family Wealth Advisors LLC | 25,310 | $1.23M | 0.2% | +9.1% | 0.109% | |
8/6/2024 | Lynch & Associates IN | 25,360 | $1.20M | 0.3% | +4.0% | 0.109% | |
8/6/2024 | Strategic Financial Concepts LLC | 52,324 | $25K | 0.0% | N/A | 0.226% | |
8/5/2024 | Private Advisor Group LLC | 18,514 | $878K | 0.0% | +1.9% | 0.080% | |
8/2/2024 | Larson Financial Group LLC | 25,528 | $1.21M | 0.1% | +77,257.6% | 0.110% | |
7/31/2024 | Commonwealth Equity Services LLC | 409,637 | $19.42M | 0.0% | -4.4% | 1.766% | |
7/30/2024 | WBI Investments LLC | 23,466 | $1.11M | 0.3% | -34.1% | 0.101% | |
7/30/2024 | International Assets Investment Management LLC | 1,761 | $83K | 0.0% | N/A | 0.008% | |
7/30/2024 | Atlas Capital Advisors LLC | 115,373 | $5.47M | 0.7% | +50.4% | 0.497% | |
7/29/2024 | Ameritas Advisory Services LLC | 9,603 | $455K | 0.0% | -2.9% | 0.041% | |
7/29/2024 | Arkadios Wealth Advisors | 29,699 | $1.41M | 0.1% | +18.8% | 0.128% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 93,849 | $4.45M | 0.0% | -1.4% | 0.405% | |
7/25/2024 | Systelligence LLC | 251,782 | $11.94M | 3.2% | N/A | 1.085% | |
7/25/2024 | Southern Capital Advisors LLC | 8,112 | $385K | 0.2% | -3.6% | 0.035% | |
7/24/2024 | TrueWealth Advisors LLC | 9,117 | $432K | 0.2% | -12.0% | 0.039% | |
7/23/2024 | Atlas Brown Inc. | 26,724 | $1.27M | 0.5% | +1.4% | 0.115% | |
7/23/2024 | American National Bank | 2,235 | $106K | 0.0% | +32.6% | 0.010% | |
7/23/2024 | TFC Financial Management Inc. | 900 | $43K | 0.0% | N/A | 0.004% | |
7/23/2024 | Exchange Capital Management Inc. | 21,852 | $1.04M | 0.2% | -1.1% | 0.094% | |
7/22/2024 | Atria Wealth Solutions Inc. | 237,028 | $11.24M | 0.1% | +443.6% | 1.022% | |
7/18/2024 | Brookstone Capital Management | 12,132 | $591K | 0.0% | -3.7% | 0.052% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 11,021 | $522K | 0.0% | -24.7% | 0.048% | |
7/15/2024 | Fifth Third Securities Inc. | 18,460 | $875K | 0.1% | -7.6% | 0.080% | |
7/15/2024 | Walker Financial Services Inc. | 32,742 | $1.55M | 1.2% | -10.1% | 0.141% | |
7/15/2024 | RFG Advisory LLC | 12,342 | $585K | 0.0% | -1.8% | 0.053% | |
7/10/2024 | Compass Financial Group INC SD | 143,791 | $6.82M | 1.5% | +8.9% | 0.620% | |
7/10/2024 | Advocacy Wealth Management Services LLC | 21,266 | $1.01M | 0.1% | -21.4% | 0.092% | |
7/10/2024 | Sweeney & Michel LLC | 17,204 | $817K | 0.3% | +10.1% | 0.074% | |
7/10/2024 | CWM LLC | 3,645 | $173K | 0.0% | +767.9% | 0.016% | |
5/29/2024 | Pathway Financial Advisers LLC | 4,798 | $228K | 0.1% | N/A | 0.021% | |
5/29/2024 | Soltis Investment Advisors LLC | 7,848 | $373K | 0.0% | -6.2% | 0.034% | |
5/24/2024 | Cetera Advisors LLC | 7,554 | $359K | 0.0% | +29.6% | 0.033% | |
5/24/2024 | Cetera Investment Advisers | 79,147 | $3.77M | 0.0% | +101.0% | 0.341% | |
5/16/2024 | Sweeney & Michel LLC | 15,629 | $752K | 0.3% | N/A | 0.067% | |
5/15/2024 | SVB Wealth LLC | 5,681 | $270K | 0.0% | N/A | 0.024% | |
5/11/2024 | Beaumont Financial Advisors LLC | 31,687 | $1.51M | 0.1% | -11.0% | 0.137% | |
5/10/2024 | Osaic Holdings Inc. | 221,941 | $10.58M | 0.0% | -52.4% | 0.957% | |
5/6/2024 | Advisory Services Network LLC | 65,882 | $3.14M | 0.1% | -34.7% | 0.284% | |
5/4/2024 | WBI Investments LLC | 35,634 | $1.70M | 0.4% | -56.4% | 0.154% | |
5/3/2024 | Avidian Wealth Solutions LLC | 8,760 | $417K | 0.0% | +49.3% | 0.038% | |
5/3/2024 | Southern Capital Advisors LLC | 8,417 | $400K | 0.2% | -88.1% | 0.036% | |
War on Elon Escalates… (Ad) A radical, potentially game-changing technology that threatens to destroy the trillion-dollar, “green energy” grift of the elites.
And yet, while it threatens their wealth and power, it could be transformational for both the U.S. economy and your wealth. One company holds a near-total monopoly on it. |
5/2/2024 | Curran Financial Partners LLC | 14,996 | $713K | 0.2% | -5.7% | 0.065% | |
5/2/2024 | Lincoln National Corp | 98,482 | $4.69M | 0.1% | +12.3% | 0.424% | |
4/30/2024 | Private Advisor Group LLC | 18,169 | $864K | 0.0% | +49.6% | 0.078% | |
4/30/2024 | J.W. Cole Advisors Inc. | 56,785 | $2.70M | 0.1% | +37.5% | 0.244% | |
4/29/2024 | Commonwealth Equity Services LLC | 428,568 | $20.39M | 0.0% | -13.9% | 1.839% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 95,172 | $4.53M | 0.0% | -19.5% | 0.408% | |
4/23/2024 | TrueWealth Advisors LLC | 10,363 | $493K | 0.2% | -5.9% | 0.044% | |
4/19/2024 | Financial Perspectives Inc | 104,050 | $4.95M | 1.9% | +4.1% | 0.447% | |
4/19/2024 | Yoder Wealth Management Inc. | 23,870 | $1.14M | 0.7% | +8.9% | 0.102% | |
4/16/2024 | Advocacy Wealth Management Services LLC | 27,055 | $1.29M | 0.1% | -79.8% | 0.116% | |