5/8/2024 | Financial & Tax Architects LLC | 5,437 | $713K | 0.2% | -16.6% | 0.018% | |
5/8/2024 | Bleakley Financial Group LLC | 11,886 | $1.56M | 0.0% | +82.8% | 0.039% | |
5/8/2024 | Avantax Advisory Services Inc. | 26,057 | $3.42M | 0.0% | +41.5% | 0.085% | |
5/7/2024 | White Lighthouse Investment Management Inc. | 10,409 | $1.37M | 0.3% | +9.2% | 0.034% | |
5/7/2024 | RPG Investment Advisory LLC | 1,815 | $238K | 0.0% | -6.4% | 0.006% | |
5/7/2024 | KCM Investment Advisors LLC | 252,211 | $33.10M | 1.2% | +1.6% | 0.827% | |
|
5/7/2024 | Oppenheimer & Co. Inc. | 6,524 | $856K | 0.0% | -13.7% | 0.021% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 69,641 | $9.14M | 0.0% | +79.4% | 0.228% | |
5/6/2024 | Mittelman Wealth Management | 3,012 | $395K | 0.3% | N/A | 0.010% | |
5/6/2024 | Advisory Alpha LLC | 3,589 | $471K | 0.0% | N/A | 0.012% | |
5/4/2024 | Csenge Advisory Group | 10,627 | $1.39M | 0.1% | N/A | 0.035% | |
5/3/2024 | MontVue Capital Management Inc. | 10,937 | $1.44M | 1.3% | +16.7% | 0.036% | |
5/3/2024 | Callan Capital LLC | 62,127 | $8.15M | 0.7% | -2.6% | 0.204% | |
5/3/2024 | Chevy Chase Trust Holdings LLC | 1,600 | $210K | 0.0% | -50.3% | 0.005% | |
5/3/2024 | Wellington Shields Capital Management LLC | 1,486 | $195K | 0.0% | -30.3% | 0.005% | |
5/3/2024 | Comprehensive Financial Consultants Institutional Inc. | 2,331 | $306K | 0.1% | -24.2% | 0.008% | |
5/3/2024 | Absolute Capital Management LLC | 25,902 | $3.40M | 2.2% | +2.4% | 0.085% | |
5/2/2024 | Salomon & Ludwin LLC | 360 | $47K | 0.0% | +42.9% | 0.001% | |
5/2/2024 | Conservest Capital Advisors Inc. | 69,533 | $9.12M | 0.9% | +0.5% | 0.228% | |
5/2/2024 | Gilbert & Cook Inc. | 3,729 | $489K | 0.1% | +5.1% | 0.012% | |
5/2/2024 | Curran Financial Partners LLC | 28,794 | $3.78M | 1.3% | -3.4% | 0.094% | |
5/2/2024 | Goelzer Investment Management Inc. | 2,253 | $296K | 0.0% | -14.5% | 0.007% | |
5/2/2024 | Crown Wealth Group LLC | 44,445 | $5.83M | 3.0% | +3.3% | 0.146% | |
5/2/2024 | ESG Planning DBA Harper Investing | 2,869 | $376K | 0.4% | N/A | 0.009% | |
5/1/2024 | GLOBALT Investments LLC GA | 3,644 | $478K | 0.0% | -5.5% | 0.012% | |
5/1/2024 | Janney Montgomery Scott LLC | 100,477 | $13.19M | 0.0% | -7.9% | 0.329% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 5,999 | $787K | 0.1% | +10.1% | 0.020% | |
4/30/2024 | Private Advisor Group LLC | 12,283 | $1.61M | 0.0% | +31.3% | 0.040% | |
4/30/2024 | J.W. Cole Advisors Inc. | 2,899 | $381K | 0.0% | N/A | 0.010% | |
4/30/2024 | Astor Investment Management LLC | 55,131 | $7.23M | 2.9% | +24.9% | 0.181% | |
4/30/2024 | HB Wealth Management LLC | 11,285 | $1.48M | 0.0% | -2.2% | 0.037% | |
4/30/2024 | Woodward Diversified Capital LLC | 8,953 | $1.18M | 0.7% | -19.5% | 0.029% | |
4/30/2024 | Fountainhead AM LLC | 2,547 | $334K | 0.1% | +10.5% | 0.008% | |
4/30/2024 | Hazlett Burt & Watson Inc. | 561 | $74K | 0.0% | +60.3% | 0.002% | |
4/29/2024 | Commonwealth Equity Services LLC | 30,476 | $4.00M | 0.0% | -5.6% | 0.100% | |
4/27/2024 | Kellett Wealth Advisors LLC | 29,844 | $3.92M | 2.7% | +21.6% | 0.098% | |
4/27/2024 | NORTHSTAR ASSET MANAGEMENT Co LLC | 26,895 | $3.53M | 0.9% | +1.0% | 0.088% | |
4/26/2024 | Advisors Management Group Inc. ADV | 3,461 | $454K | 0.1% | -2.6% | 0.011% | |
4/26/2024 | Prestige Wealth Management Group LLC | 1,952 | $256K | 0.1% | -6.3% | 0.006% | |
4/26/2024 | Checchi Capital Advisers LLC | 5,587 | $733K | 0.1% | -38.8% | 0.018% | |
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4/25/2024 | Cambridge Investment Research Advisors Inc. | 28,299 | $3.71M | 0.0% | +70.9% | 0.093% | |
4/24/2024 | Leavell Investment Management Inc. | 4,013 | $527K | 0.0% | +11.3% | 0.013% | |
4/24/2024 | Trinity Legacy Partners LLC | 17,577 | $2.31M | 0.7% | +25.4% | 0.058% | |
4/24/2024 | Dakota Wealth Management | 21,683 | $2.85M | 0.1% | -1.3% | 0.071% | |
4/24/2024 | Simplicity Wealth LLC | 11,886 | $1.56M | 0.0% | N/A | 0.039% | |
4/24/2024 | Spire Wealth Management | 9,848 | $1.29M | 0.1% | +6.6% | 0.032% | |
4/24/2024 | Essex Financial Services Inc. | 2,589 | $340K | 0.0% | N/A | 0.008% | |
4/23/2024 | Global Retirement Partners LLC | 254 | $33K | 0.0% | +51.2% | 0.001% | |
4/23/2024 | Fifth Third Bancorp | 11,906 | $1.56M | 0.0% | -5.4% | 0.039% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 227,171 | $29.81M | 0.0% | -24.9% | 0.745% | |
4/22/2024 | Altfest L J & Co. Inc. | 151,780 | $19.92M | 2.9% | -2.9% | 0.498% | |
4/22/2024 | Raymond James & Associates | 66,719 | $8.76M | 0.0% | +0.7% | 0.219% | |
4/19/2024 | Advisor Resource Council | 7,542 | $990K | 0.4% | -49.6% | 0.025% | |
4/19/2024 | Kovack Advisors Inc. | 10,554 | $1.39M | 0.2% | +0.9% | 0.035% | |
4/19/2024 | Stapp Wealth Management Pllc | 19,069 | $2.50M | 4.4% | -0.5% | 0.063% | |
4/18/2024 | Saxon Interests Inc. | 6,090 | $799K | 0.4% | -4.7% | 0.020% | |
4/18/2024 | Exchange Capital Management Inc. | 52,866 | $6.94M | 1.1% | -1.0% | 0.173% | |
4/18/2024 | Narus Financial Partners LLC | 13,188 | $1.73M | 0.7% | +15.1% | 0.043% | |
4/17/2024 | Dumont & Blake Investment Advisors LLC | 14,774 | $1.94M | 0.6% | -30.9% | 0.048% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 1,992 | $261K | 0.0% | -44.7% | 0.007% | |
4/16/2024 | Financial Management Professionals Inc. | 13,269 | $1.74M | 0.3% | -53.7% | 0.044% | |
4/15/2024 | Elevated Capital Advisors LLC | 17,170 | $2.25M | 0.6% | +56.7% | 0.056% | |
4/15/2024 | Atlas Capital Advisors LLC | 45,686 | $6.00M | 0.9% | +1.1% | 0.150% | |
4/15/2024 | Sound Income Strategies LLC | 281 | $37K | 0.0% | N/A | 0.001% | |
4/13/2024 | First Financial Corp IN | 17,760 | $2.33M | 1.2% | -8.6% | 0.058% | |
4/11/2024 | Royal Fund Management LLC | 30,055 | $3.95M | 0.4% | -4.4% | 0.099% | |
4/11/2024 | Beacon Capital Management Inc. | 1,300,339 | $171.45M | 7.2% | +189.6% | 4.275% | |
4/11/2024 | Executive Wealth Group LLC | 9,968 | $1.27M | 0.3% | +200.2% | 0.033% | |
4/10/2024 | CVA Family Office LLC | 8,276 | $1.09M | 0.2% | -3.0% | 0.027% | |
4/10/2024 | Triangle Securities Wealth Management | 5,238 | $687K | 0.2% | -8.6% | 0.017% | |
4/10/2024 | Aprio Wealth Management LLC | 65,897 | $8.65M | 1.7% | +21.4% | 0.217% | |
4/10/2024 | Park Avenue Securities LLC | 1,773 | $233K | 0.0% | -4.2% | 0.006% | |
4/10/2024 | Praetorian Wealth Management Inc. | 45,543 | $5.98M | 1.6% | +0.6% | 0.150% | |
4/10/2024 | Thomasville National Bank | 1,705 | $224K | 0.0% | N/A | 0.006% | |
4/10/2024 | EWG Elevate Inc. | 9,797 | $1.29M | 0.5% | N/A | 0.032% | |
4/9/2024 | Collective Family Office LLC | 3,735 | $490K | 0.2% | -4.5% | 0.012% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 50,094 | $6.57M | 0.2% | -0.4% | 0.165% | |
4/9/2024 | Mather Group LLC. | 616 | $81K | 0.0% | N/A | 0.002% | |
4/4/2024 | Boltwood Capital Management | 2,354 | $309K | 0.1% | -6.1% | 0.008% | |
4/1/2024 | Park National Corp OH | 138,253 | $18.14M | 0.7% | +47.3% | 0.454% | |
4/1/2024 | Appleton Partners Inc. MA | 3,753 | $492K | 0.0% | -13.3% | 0.012% | |
3/22/2024 | PNC Financial Services Group Inc. | 39,239 | $4.62M | 0.0% | -12.4% | 0.129% | |
2/28/2024 | EP Wealth Advisors LLC | 1,203 | $142K | 0.0% | -32.5% | 0.004% | |
2/26/2024 | Syon Capital LLC | 11,130 | $1.31M | 0.1% | -4.8% | 0.037% | |
2/26/2024 | Centaurus Financial Inc. | 7,809 | $919K | 0.1% | +1.3% | 0.026% | |
2/20/2024 | GLOBALT Investments LLC GA | 3,855 | $454K | 0.0% | N/A | 0.013% | |
2/15/2024 | Greytown Advisors Inc. | 29,996 | $3.53M | 1.9% | -1.8% | 0.099% | |
2/14/2024 | Vista Investment Management | 24,260 | $2.86M | 1.3% | +17.5% | 0.080% | |
2/14/2024 | MGO One Seven LLC | 36,908 | $4.35M | 0.2% | +2.5% | 0.121% | |
2/14/2024 | Visionary Wealth Advisors | 14,372 | $1.69M | 0.1% | -6.7% | 0.047% | |
$21,000 in profits in six weeks? (Ad) On Wednesday, May 8, the legendary Jonathan Rose is holding his first ever Masters in Trading Summit.
Jonathan is one of the sharpest traders I’ve ever met. He made millions trading in the pits of the world’s largest exchanges. Click here for details. |
2/14/2024 | Woodward Diversified Capital LLC | 11,127 | $1.31M | 0.8% | -5.5% | 0.037% | |
2/14/2024 | Waterloo Capital L.P. | 2,995 | $353K | 0.1% | N/A | 0.010% | |
2/13/2024 | Angeles Wealth Management LLC | 275 | $32K | 0.0% | N/A | 0.001% | |
2/13/2024 | Morningstar Investment Services LLC | 644,572 | $76.32M | 0.4% | +95.1% | 2.119% | |
2/13/2024 | 1832 Asset Management L.P. | 13,190 | $1.55M | 0.0% | +4.8% | 0.043% | |
2/13/2024 | Cetera Advisor Networks LLC | 83,284 | $9.81M | 0.1% | -46.7% | 0.274% | |
2/13/2024 | Peapack Gladstone Financial Corp | 41,003 | $4.83M | 0.1% | -5.1% | 0.135% | |
2/13/2024 | Jones Financial Companies Lllp | 14,277 | $1.68M | 0.0% | +26.5% | 0.047% | |
2/12/2024 | Condor Capital Management | 2,927 | $345K | 0.0% | -2.7% | 0.010% | |
2/12/2024 | Bank of Nova Scotia | 13,190 | $1.55M | 0.0% | N/A | 0.043% | |