11/20/2024 | Advisory Resource Group | 123,457 | $5.29M | 1.1% | +3.7% | 2.185% | |
11/15/2024 | Jane Street Group LLC | 10,053 | $431K | 0.0% | -18.9% | 0.178% | |
11/15/2024 | Stifel Financial Corp | 25,180 | $1.08M | 0.0% | +103.3% | 0.446% | |
11/15/2024 | Integrated Wealth Concepts LLC | 614,221 | $26.33M | 0.3% | -7.1% | 10.871% | |
11/15/2024 | HighTower Advisors LLC | 67,954 | $2.92M | 0.0% | +17.0% | 1.203% | |
11/14/2024 | Flow Traders U.S. LLC | 11,679 | $501K | 0.0% | -62.2% | 0.207% | |
|
11/13/2024 | Acorn Wealth Advisors LLC | 9,732 | $417K | 0.2% | +15.4% | 0.172% | |
11/12/2024 | Kingsview Wealth Management LLC | 7,275 | $312K | 0.0% | +34.5% | 0.129% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 42,124 | $1.81M | 0.0% | N/A | 0.746% | |
11/5/2024 | Apollon Financial LLC | 24,878 | $1.07M | 0.3% | +12.3% | 0.440% | |
11/5/2024 | Apollon Wealth Management LLC | 925,154 | $39.65M | 1.1% | +2.8% | 16.374% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 19,626 | $841K | 0.1% | +5.2% | 0.347% | |
11/1/2024 | SilverOak Wealth Management LLC | 16,547 | $709K | 0.2% | +13.1% | 0.293% | |
11/1/2024 | ABLE Financial Group LLC | 103,985 | $4.46M | 1.4% | +12.0% | 1.840% | |
10/30/2024 | Maia Wealth LLC | 22,111 | $924K | 0.2% | N/A | 0.391% | |
10/30/2024 | Armor Investment Advisors LLC | 160,445 | $6.88M | 2.8% | +9.9% | 2.840% | |
10/25/2024 | Twin Peaks Wealth Advisors LLC | 18,194 | $780K | 0.4% | +2.7% | 0.322% | |
10/25/2024 | Golden State Equity Partners | 9,351 | $401K | 0.1% | +8.1% | 0.166% | |
10/23/2024 | Team Financial Group LLC | 242,714 | $10.40M | 6.4% | +8.1% | 4.296% | |
10/22/2024 | Axecap Investments LLC | 5,253 | $225K | 0.2% | N/A | 0.093% | |
10/21/2024 | Integrity Wealth Solutions LLC | 126,104 | $5.41M | 3.2% | +32.5% | 2.232% | |
10/8/2024 | CWM LLC | 2,500 | $107K | 0.0% | -35.9% | 0.044% | |
10/8/2024 | Howard Financial Services LTD. | 629,355 | $26.97M | 3.9% | +10.7% | 11.139% | |
10/7/2024 | Alpha Financial Partners LLC | 4,726 | $203K | 0.1% | N/A | 0.084% | |
10/3/2024 | First Citizens Financial Corp | 33,722 | $1.45M | 0.8% | -2.3% | 0.597% | |
9/5/2024 | Sanctuary Advisors LLC | 29,432 | $1.19M | 0.0% | N/A | 0.521% | |
8/16/2024 | NewEdge Advisors LLC | 77,786 | $3.21M | 0.0% | -1.8% | 1.377% | |
8/15/2024 | Daymark Wealth Partners LLC | 8,167 | $337K | 0.0% | +8.0% | 0.145% | |
8/14/2024 | Team Financial Group LLC | 224,606 | $9.26M | 6.2% | +9.1% | 3.975% | |
8/8/2024 | SilverOak Wealth Management LLC | 14,629 | $603K | 0.1% | +5.6% | 0.259% | |
8/8/2024 | Envestnet Asset Management Inc. | 189,901 | $7.83M | 0.0% | +200.2% | 3.361% | |
7/31/2024 | Commonwealth Equity Services LLC | 16,973 | $700K | 0.0% | +5.5% | 0.300% | |
7/30/2024 | AJ Advisors LLC | 141,079 | $5.82M | 3.2% | +1,020.2% | 2.497% | |
7/30/2024 | International Assets Investment Management LLC | 600 | $25K | 0.0% | N/A | 0.011% | |
7/29/2024 | FAS Wealth Partners Inc. | 29,402 | $1.21M | 0.1% | +92.0% | 0.520% | |
7/26/2024 | ABLE Financial Group LLC | 92,830 | $3.83M | 1.4% | +7.3% | 1.643% | |
7/26/2024 | Integrity Wealth Solutions LLC | 95,146 | $3.92M | 2.6% | +2.7% | 1.684% | |
7/26/2024 | Bank of New York Mellon Corp | 50,029 | $2.06M | 0.0% | N/A | 0.885% | |
7/24/2024 | Advisory Resource Group | 119,067 | $4.91M | 1.1% | +10.9% | 2.107% | |
7/20/2024 | Apollon Financial LLC | 22,150 | $913K | 0.3% | +194.3% | 0.392% | |
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7/20/2024 | Apollon Wealth Management LLC | 900,221 | $37.13M | 1.1% | +9.1% | 15.933% | |
7/12/2024 | Howard Financial Services LTD. | 568,509 | $23.45M | 3.8% | +24.5% | 10.062% | |
5/31/2024 | First Citizens Financial Corp | 33,578 | $1.40M | 0.8% | +2.3% | 0.594% | |
5/17/2024 | Advisory Resource Group | 107,353 | $4.47M | 1.0% | -56.7% | 1.900% | |
5/7/2024 | SilverOak Wealth Management LLC | 13,854 | $576K | 0.1% | +7.9% | 0.261% | |
4/30/2024 | Commonwealth Equity Services LLC | 16,093 | $670K | 0.0% | +14.4% | 0.304% | |
4/29/2024 | FAS Wealth Partners Inc. | 15,313 | $637K | 0.1% | +64.6% | 0.289% | |
4/26/2024 | AJ Advisors LLC | 12,594 | $524K | 0.3% | N/A | 0.249% | |
4/25/2024 | Armor Investment Advisors LLC | 126,052 | $5.24M | 2.5% | +21.3% | 2.496% | |
4/23/2024 | Twin Peaks Wealth Advisors LLC | 17,683 | $736K | 0.4% | +86.1% | 0.350% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 18,648 | $776K | 0.1% | +105.9% | 0.369% | |
4/18/2024 | Integrity Wealth Solutions LLC | 92,647 | $3.85M | 2.5% | +21.4% | 1.835% | |
4/16/2024 | Howard Financial Services LTD. | 456,764 | $19.00M | 3.3% | +22.3% | 9.045% | |
2/14/2024 | Vantage Financial Partners Ltd. Inc. | 29,020 | $1.22M | 0.4% | N/A | 1.175% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 9,059 | $380K | 0.0% | +37.0% | 0.367% | |
2/8/2024 | Integrity Wealth Solutions LLC | 76,338 | $3.21M | 2.2% | N/A | 3.091% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 6,620 | $278K | 0.0% | N/A | 0.268% | |
2/7/2024 | Acorn Wealth Advisors LLC | 8,070 | $339K | 0.2% | N/A | 0.327% | |
2/1/2024 | Kelman Lazarov Inc. | 5,780 | $242K | 0.1% | N/A | 0.234% | |
2/1/2024 | CWM LLC | 3,900 | $164K | 0.0% | N/A | 0.158% | |
1/24/2024 | ABLE Financial Group LLC | 81,147 | $3.40M | 1.5% | +11.5% | 3.285% | |
1/23/2024 | FAS Wealth Partners Inc. | 9,304 | $390K | 0.0% | N/A | 0.377% | |
1/19/2024 | Armor Investment Advisors LLC | 103,948 | $4.36M | 2.3% | -1.3% | 4.208% | |
1/17/2024 | Twin Peaks Wealth Advisors LLC | 9,502 | $399K | 0.3% | N/A | 0.385% | |
1/11/2024 | First Citizens Financial Corp | 32,824 | $1.38M | 0.9% | +33.8% | 1.329% | |
1/11/2024 | Advisory Resource Group | 248,072 | $10.41M | 2.6% | -64.8% | 10.043% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 9,250 | $384K | 0.0% | N/A | 0.374% | |
1/9/2024 | Howard Financial Services LTD. | 373,447 | $15.67M | 3.0% | +17.0% | 15.119% | |
12/5/2023 | Advisory Resource Group | 705,126 | $28.02M | 7.6% | -9.7% | 28.548% | |
11/7/2023 | ABLE Financial Group LLC | 72,779 | $2.89M | 1.4% | +31.4% | 2.947% | |
10/23/2023 | Armor Investment Advisors LLC | 105,344 | $4.19M | 2.5% | +1.4% | 4.265% | |
10/13/2023 | First Citizens Financial Corp | 24,525 | $974K | 0.7% | +31.7% | 0.993% | |
8/10/2023 | Osaic Holdings Inc. | 68,884 | $2.85M | 0.0% | +4.7% | 2.789% | |
7/19/2023 | Armor Investment Advisors LLC | 103,916 | $4.30M | 2.6% | +14.0% | 4.996% | |
7/12/2023 | Howard Financial Services LTD. | 254,295 | $10.51M | 2.5% | +6.0% | 12.226% | |
7/11/2023 | Advisory Resource Group | 780,641 | $32.27M | 8.8% | -1.6% | 37.531% | |
7/7/2023 | First Citizens Financial Corp | 18,626 | $770K | 0.5% | N/A | 0.895% | |
5/12/2023 | NewEdge Advisors LLC | 66,581 | $2.80M | 0.0% | +3.0% | 3.201% | |
5/9/2023 | Armor Investment Advisors LLC | 91,135 | $3.83M | 2.2% | +26.5% | 4.381% | |
4/5/2023 | Howard Financial Services LTD. | 239,929 | $10.07M | 2.5% | +25.7% | 13.111% | |
3/6/2023 | OLD Mission Capital LLC | 4,235 | $173K | 0.0% | N/A | 0.239% | |
1/30/2023 | Armor Investment Advisors LLC | 72,042 | $2.94M | 1.8% | +24.4% | 4.070% | |
1/27/2023 | Advisory Resource Group | 786,017 | $32.09M | 9.5% | -1.1% | 44.408% | |
1/13/2023 | Howard Financial Services LTD. | 190,858 | $7.79M | 2.0% | +137.5% | 11.227% | |
11/14/2022 | Nations Financial Group Inc. IA ADV | 5,770 | $235K | 0.0% | N/A | 0.242% | |
10/31/2022 | Armor Investment Advisors LLC | 57,926 | $2.36M | 1.6% | N/A | 2.434% | |
10/25/2022 | Ferguson Shapiro LLC | 784,911 | $31.96M | 19.2% | +11.2% | 32.979% | |
10/12/2022 | Howard Financial Services LTD. | 80,365 | $3.27M | 1.1% | N/A | 3.377% | |
10/11/2022 | Advisory Resource Group | 795,135 | $32.38M | 10.7% | +3.0% | 33.409% | |
8/16/2022 | Prudential Financial Inc. | 470,000 | $20.39M | 0.0% | -3.1% | 22.381% | |
9 hidden AI stocks set to thrive in Trump’s new era (Ad) AI ETFs are Booming, But These 9 AI Stocks are Better Plays
By 2030, the AI industry is projected to be worth trillions of dollars (here’s how to tap into this new wealth) Get the Name of These AI Picks Now |
8/5/2022 | OLD Mission Capital LLC | 7,086 | $306K | 0.0% | N/A | 0.337% | |
8/3/2022 | Ferguson Shapiro LLC | 705,650 | $30.48M | 19.1% | +5.5% | 34.422% | |
7/21/2022 | Advisory Resource Group | 771,694 | $33.33M | 10.9% | +15.8% | 38.585% | |
4/28/2022 | Landmark Wealth Management LLC | 404 | $40K | 0.0% | N/A | 0.020% | |
4/26/2022 | Landmark Wealth Management LLC | 404 | $40K | 0.0% | N/A | 0.022% | |
4/25/2022 | Ferguson Shapiro LLC | 669,136 | $31.22M | 15.3% | N/A | 36.170% | |
4/6/2022 | Advisory Resource Group | 666,495 | $31.09M | 9.7% | N/A | 36.027% | |