11/1/2024 | Oxbow Advisors LLC | 33,295 | $1.67M | 0.2% | -5.4% | 0.085% | |
11/1/2024 | Lionsbridge Wealth Management LLC | 16,883 | $847K | 0.7% | -31.7% | 0.043% | |
11/1/2024 | Advocacy Wealth Management Services LLC | 99,786 | $5.01M | 0.4% | -16.3% | 0.254% | |
10/31/2024 | Concurrent Investment Advisors LLC | 160,643 | $8.06M | 0.2% | +216.5% | 0.409% | |
10/30/2024 | Ameritas Advisory Services LLC | 277,252 | $13.91M | 0.6% | -39.3% | 0.705% | |
10/30/2024 | Capital Wealth Alliance LLC | 39,084 | $1.96M | 1.1% | +34.6% | 0.099% | |
|
10/29/2024 | Janney Montgomery Scott LLC | 102,546 | $5.15M | 0.0% | -9.6% | 0.261% | |
10/29/2024 | Chicago Partners Investment Group LLC | 14,563 | $729K | 0.0% | -4.3% | 0.037% | |
10/29/2024 | Weatherly Asset Management L. P. | 20,287 | $1.02M | 0.1% | -10.4% | 0.052% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 444,146 | $22.29M | 1.1% | -4.7% | 1.130% | |
10/28/2024 | Principal Securities Inc. | 178,214 | $8.94M | 0.2% | +8.9% | 0.453% | |
10/25/2024 | Financial Advocates Investment Management | 6,965 | $350K | 0.0% | -15.5% | 0.018% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 30,306 | $1.52M | 0.2% | N/A | 0.077% | |
10/24/2024 | J.W. Cole Advisors Inc. | 33,386 | $1.68M | 0.1% | -59.8% | 0.085% | |
10/24/2024 | Capital Advisors Ltd. LLC | 121,597 | $6.10M | 0.8% | -13.6% | 0.309% | |
10/24/2024 | Consolidated Portfolio Review Corp | 66,344 | $3.33M | 0.7% | +4.8% | 0.169% | |
10/23/2024 | Allworth Financial LP | 672 | $34K | 0.0% | N/A | 0.002% | |
10/23/2024 | Great Lakes Retirement Inc. | 233,993 | $11.74M | 1.5% | +2.1% | 0.595% | |
10/23/2024 | YHB Investment Advisors Inc. | 16,840 | $845K | 0.1% | +5.9% | 0.043% | |
10/22/2024 | Lake Street Private Wealth LLC | 4,274 | $214K | 0.0% | N/A | 0.011% | |
10/22/2024 | Guidance Capital Inc. | 171,766 | $8.64M | 2.7% | +5.1% | 0.437% | |
10/22/2024 | Greenleaf Trust | 423,548 | $21.25M | 0.2% | -2.6% | 1.078% | |
10/22/2024 | Private Advisor Group LLC | 170,125 | $8.54M | 0.1% | -2.1% | 0.433% | |
10/22/2024 | WT Wealth Management | 14,152 | $711K | 0.2% | -59.8% | 0.036% | |
10/21/2024 | Calton & Associates Inc. | 6,028 | $302K | 0.1% | -32.2% | 0.015% | |
10/21/2024 | Foundations Investment Advisors LLC | 6,922 | $347K | 0.0% | -26.2% | 0.018% | |
10/21/2024 | Castleview Partners LLC | 4,511 | $226K | 0.1% | N/A | 0.011% | |
10/19/2024 | Cyndeo Wealth Partners LLC | 316,365 | $15.88M | 1.1% | N/A | 0.805% | |
10/19/2024 | New Century Financial Group LLC | 6,802 | $341K | 0.1% | N/A | 0.017% | |
10/17/2024 | TruWealth Advisors LLC | 71,522 | $3.59M | 0.2% | +7.3% | 0.182% | |
10/16/2024 | Global Retirement Partners LLC | 49,040 | $2.46M | 0.1% | -3.2% | 0.125% | |
10/16/2024 | Nottingham Advisors Inc. | 7,396 | $371K | 0.0% | -10.0% | 0.019% | |
10/16/2024 | EdgeRock Capital LLC | 6,651 | $334K | 0.2% | +48.4% | 0.017% | |
10/15/2024 | Regatta Capital Group LLC | 17,125 | $859K | 0.2% | +47.2% | 0.044% | |
10/15/2024 | NBC Securities Inc. | 6,725 | $337K | 0.0% | -63.7% | 0.017% | |
10/11/2024 | Fifth Third Securities Inc. | 183,325 | $9.20M | 0.9% | +32.8% | 0.466% | |
10/11/2024 | Creative Planning | 216,498 | $10.86M | 0.0% | -3.8% | 0.551% | |
10/11/2024 | Paladin Wealth LLC | 30,177 | $1.51M | 1.3% | N/A | 0.077% | |
10/11/2024 | VitalStone Financial LLC | 4,086 | $205K | 0.1% | -16.4% | 0.010% | |
10/10/2024 | Johnson Bixby & Associates LLC | 328,430 | $16.48M | 2.5% | -3.0% | 0.836% | |
Crypto Crash Ahead? (27 Experts Weigh In) (Ad) Your Portfolio Could Be at RISK
Emergency summit reveals crypto could save you! Click here to reserve your spot at the emergency crypto summit now. |
10/10/2024 | Concourse Financial Group Securities Inc. | 2,906 | $146K | 0.0% | +10.7% | 0.007% | |
10/10/2024 | Octavia Wealth Advisors LLC | 21,374 | $1.07M | 0.1% | -2.5% | 0.054% | |
10/9/2024 | Watts Gwilliam & Co. LLC | 8,004 | $402K | 0.1% | N/A | 0.020% | |
10/9/2024 | B & T Capital Management DBA Alpha Capital Management | 11,625 | $583K | 0.1% | -59.2% | 0.030% | |
10/8/2024 | CWM LLC | 361,303 | $18.13M | 0.1% | -3.3% | 0.919% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 64,413 | $3.23M | 0.3% | +24.2% | 0.164% | |
10/8/2024 | Sovereign Financial Group Inc. | 32,531 | $1.63M | 0.4% | +11.7% | 0.083% | |
10/8/2024 | Northwest Capital Management Inc | 700 | $35K | 0.0% | +8,650.0% | 0.002% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 44,323 | $2.22M | 0.1% | +67.5% | 0.113% | |
10/8/2024 | Atwood & Palmer Inc. | 4,450 | $223K | 0.0% | -26.1% | 0.011% | |
10/3/2024 | Private Client Services LLC | 6,338 | $318K | 0.2% | N/A | 0.016% | |
9/5/2024 | Sanctuary Advisors LLC | 92,141 | $4.59M | 0.0% | N/A | 0.234% | |
8/8/2024 | VitalStone Financial LLC | 4,889 | $244K | 0.2% | +5.1% | 0.012% | |
8/7/2024 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 12,552 | $626K | 0.2% | +90.0% | 0.032% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 50,825 | $2.54M | 0.1% | +12.5% | 0.129% | |
7/31/2024 | IFG Advisory LLC | 21,605 | $1.08M | 0.1% | +10.7% | 0.055% | |
7/29/2024 | Ameritas Advisory Services LLC | 456,700 | $22.79M | 0.9% | -2.0% | 1.162% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 1,371,618 | $68.44M | 0.3% | +788.3% | 3.490% | |
7/15/2024 | Fifth Third Securities Inc. | 138,033 | $6.89M | 0.6% | N/A | 0.351% | |
7/10/2024 | NBC Securities Inc. | 18,515 | $923K | 0.1% | +4.8% | 0.047% | |
7/10/2024 | CWM LLC | 373,482 | $18.64M | 0.1% | -2.1% | 0.950% | |
6/26/2024 | Financial Gravity Asset Management Inc. | 2,511 | $125K | 0.0% | -23.8% | 0.006% | |
5/24/2024 | Cetera Advisor Networks LLC | 613,347 | $30.60M | 0.2% | +22.7% | 1.561% | |
5/24/2024 | Cetera Advisors LLC | 25,670 | $1.28M | 0.0% | +114.7% | 0.065% | |
5/24/2024 | Cetera Investment Advisers | 651,763 | $32.52M | 0.1% | +2,557.0% | 1.658% | |
5/17/2024 | National Wealth Management Group LLC | 20,715 | $1.03M | 0.8% | +305.6% | 0.053% | |
5/17/2024 | Comerica Bank | 8,727 | $435K | 0.0% | +62.2% | 0.022% | |
5/16/2024 | Jane Street Group LLC | 245,989 | $12.27M | 0.0% | -76.0% | 0.626% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 12,233 | $608K | 0.0% | +19.4% | 0.031% | |
5/15/2024 | Transcendent Capital Group LLC | 2,507 | $125K | 0.1% | +401.4% | 0.006% | |
5/15/2024 | Flow Traders U.S. LLC | 1,022,397 | $51.01M | 2.7% | +3.0% | 2.602% | |
5/14/2024 | Axxcess Wealth Management LLC | 379,331 | $18.93M | 0.5% | +35.9% | 0.965% | |
5/13/2024 | PAX Financial Group LLC | 6,113 | $305K | 0.1% | +4.3% | 0.016% | |
5/11/2024 | Capital Wealth Alliance LLC | 34,567 | $1.73M | 1.0% | -20.9% | 0.088% | |
5/10/2024 | Osaic Holdings Inc. | 422,808 | $21.10M | 0.0% | +51.6% | 1.076% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 11,962 | $597K | 0.2% | +23.6% | 0.030% | |
5/9/2024 | Great Lakes Retirement Inc. | 236,624 | $11.81M | 1.7% | -0.9% | 0.602% | |
5/9/2024 | Beacon Investment Advisory Services Inc. | 98,615 | $4.92M | 0.2% | -35.2% | 0.251% | |
5/9/2024 | Endowment Wealth Management Inc. | 19,608 | $978K | 0.7% | +5.5% | 0.050% | |
5/9/2024 | Koshinski Asset Management Inc. | 4,903 | $245K | 0.0% | N/A | 0.012% | |
5/8/2024 | Financial & Tax Architects LLC | 16,756 | $836K | 0.2% | +5.7% | 0.043% | |
5/8/2024 | Bleakley Financial Group LLC | 124,766 | $6.23M | 0.2% | -23.2% | 0.317% | |
5/8/2024 | Avantax Advisory Services Inc. | 6,582 | $328K | 0.0% | N/A | 0.017% | |
5/8/2024 | Legacy Capital Group California Inc. | 5,727 | $286K | 0.1% | -6.2% | 0.015% | |
5/7/2024 | Concurrent Investment Advisors LLC | 44,358 | $2.21M | 0.1% | +54.9% | 0.113% | |
5/7/2024 | Montag A & Associates Inc. | 4,880 | $243K | 0.0% | -30.0% | 0.012% | |
5/7/2024 | Oppenheimer & Co. Inc. | 49,741 | $2.48M | 0.0% | +2.3% | 0.127% | |
5/6/2024 | VitalStone Financial LLC | 4,651 | $232K | 0.2% | -90.4% | 0.012% | |
5/6/2024 | Oxbow Advisors LLC | 37,050 | $1.85M | 0.3% | -5.2% | 0.095% | |
5/4/2024 | Geneos Wealth Management Inc. | 4,971 | $248K | 0.0% | -13.7% | 0.013% | |
Crypto Crash Ahead? (27 Experts Weigh In) (Ad) Your Portfolio Could Be at RISK
Emergency summit reveals crypto could save you! Click here to reserve your spot at the emergency crypto summit now. |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 50,850 | $2.54M | 0.3% | -33.6% | 0.130% | |
5/2/2024 | Lionsbridge Wealth Management LLC | 11,766 | $587K | 0.5% | -50.7% | 0.030% | |
5/2/2024 | Seelaus Asset Management LLC | 7,887 | $393K | 0.4% | -14.1% | 0.020% | |
5/1/2024 | Janney Montgomery Scott LLC | 117,066 | $5.84M | 0.0% | +68.7% | 0.299% | |
5/1/2024 | BNP Paribas Financial Markets | 28,784 | $1.44M | 0.0% | -21.2% | 0.073% | |
4/30/2024 | Private Advisor Group LLC | 160,916 | $8.03M | 0.1% | +7.2% | 0.411% | |
4/30/2024 | Consolidated Portfolio Review Corp | 57,064 | $2.85M | 0.7% | +5.6% | 0.146% | |
4/30/2024 | J.W. Cole Advisors Inc. | 72,829 | $3.63M | 0.2% | +632.7% | 0.186% | |
4/30/2024 | Concord Wealth Partners | 921 | $46K | 0.0% | N/A | 0.002% | |
4/30/2024 | Commonwealth Equity Services LLC | 14,128 | $705K | 0.0% | +89.8% | 0.036% | |