4/25/2024 | Cambridge Investment Research Advisors Inc. | 71,691 | $2.99M | 0.0% | +77.1% | 1.629% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 35,458 | $1.48M | 0.3% | -1.5% | 0.806% | |
4/24/2024 | Spire Wealth Management | 35,542 | $1.48M | 0.1% | +41.1% | 0.808% | |
4/23/2024 | Strategic Blueprint LLC | 20,522 | $855K | 0.1% | +2.2% | 0.466% | |
4/22/2024 | PFG Investments LLC | 20,106 | $838K | 0.1% | N/A | 0.457% | |
4/22/2024 | Outlook Wealth Advisors LLC | 364,499 | $15.19M | 4.7% | N/A | 8.284% | |
|
4/16/2024 | Weaver Consulting Group | 8,094 | $337K | 0.1% | -10.6% | 0.294% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 12,193 | $508K | 0.0% | +38.1% | 0.443% | |
4/15/2024 | Brookstone Capital Management | 234,442 | $9.77M | 0.2% | N/A | 8.525% | |
4/15/2024 | Sunbelt Securities Inc. | 6,250 | $260K | 0.0% | +25.0% | 0.227% | |
4/13/2024 | Retirement Planning Group LLC | 129,689 | $5.40M | 0.4% | +1,029.7% | 4.716% | |
4/12/2024 | Keystone Wealth Services LLC | 4,857 | $202K | 0.1% | N/A | 0.177% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 15,872 | $661K | 0.3% | -12.8% | 0.577% | |
4/11/2024 | RFG Advisory LLC | 25,629 | $1.07M | 0.0% | +255.6% | 0.932% | |
4/10/2024 | Fragasso Group Inc. | 45,559 | $1.90M | 0.2% | +1.1% | 1.657% | |
4/10/2024 | BCS Wealth Management | 13,699 | $571K | 0.2% | N/A | 0.498% | |
4/10/2024 | Lantz Financial LLC | 17,631 | $735K | 0.2% | +22.2% | 0.641% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 40,472 | $1.60M | 0.0% | -5.8% | 1.472% | |
2/8/2024 | Main Street Financial Solutions LLC | 44,832 | $1.78M | 0.2% | -7.2% | 1.630% | |
2/8/2024 | Beacon Pointe Advisors LLC | 13,045 | $517K | 0.0% | -12.4% | 0.474% | |
2/8/2024 | Janney Montgomery Scott LLC | 46,789 | $1.85M | 0.0% | -12.8% | 1.701% | |
2/7/2024 | Integrity Financial Corp WA | 5,183 | $205K | 0.1% | -12.4% | 0.188% | |
2/6/2024 | Valtinson Bruner Financial Planning LLC | 86,448 | $3.42M | 1.8% | -3.8% | 3.144% | |
2/6/2024 | Lincoln National Corp | 11,839 | $469K | 0.0% | -23.3% | 0.431% | |
2/6/2024 | Spire Wealth Management | 25,198 | $1.01M | 0.0% | -1.0% | 0.916% | |
2/6/2024 | SRS Capital Advisors Inc. | 11,558 | $458K | 0.1% | -8.7% | 0.420% | |
2/6/2024 | Orion Capital Management LLC | 10,760 | $426K | 0.2% | -8.5% | 0.391% | |
2/5/2024 | Vantage Financial Partners LLC | 8,683 | $344K | 0.1% | -6.7% | 0.316% | |
2/5/2024 | Silver Oak Securities Incorporated | 8,401 | $333K | 0.0% | +78.4% | 0.305% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 18,193 | $721K | 0.3% | -8.2% | 0.662% | |
1/26/2024 | Cerity Partners LLC | 12,655 | $501K | 0.0% | -9.5% | 0.460% | |
1/25/2024 | Strategic Blueprint LLC | 20,073 | $795K | 0.1% | -2.9% | 0.730% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 36,009 | $1.43M | 0.3% | -2.8% | 1.309% | |
1/16/2024 | Raymond James & Associates | 26,500 | $1.05M | 0.0% | -6.0% | 0.964% | |
1/16/2024 | Retirement Planning Group LLC | 11,480 | $455K | 0.0% | -13.4% | 0.417% | |
1/16/2024 | CoreCap Advisors LLC | 15,002 | $594K | 0.0% | +4.7% | 0.546% | |
1/12/2024 | Bellwether Advisors LLC | 14,196 | $562K | 0.1% | -5.9% | 0.516% | |
11/20/2023 | Silver Oak Securities Incorporated | 4,709 | $171K | 0.0% | -43.9% | 0.171% | |
11/16/2023 | Penserra Capital Management LLC | 130,411 | $4.74M | 0.1% | +43.5% | 4.742% | |
11/15/2023 | Townsquare Capital LLC | 28,725 | $1.04M | 0.0% | +93.9% | 1.045% | |
The Hard Truth About Investing For Retirement (Ad) Here’s the cold, hard truth about investing:
The more capital you have, the more risk averse you can afford to be.
But when you’re staring down the barrel of retirement and you’ve only got 5, 10, 50 or $100,000 saved, you’ve got to be more aggressive.
In an exclusive online training, the Market expert Steven Place is revealing a powerful “roadmap” that’s leading everyday investors to easy, triple-digit wins, even if they don’t have a lot of experience in trading. Click To Access This Powerful Training Right Now! |
11/8/2023 | HighTower Advisors LLC | 53,140 | $1.93M | 0.0% | -3.5% | 1.932% | |
11/8/2023 | Janney Montgomery Scott LLC | 53,664 | $1.95M | 0.0% | -12.0% | 1.951% | |
11/6/2023 | Sigma Planning Corp | 7,221 | $262K | 0.0% | -7.9% | 0.263% | |
11/3/2023 | Main Street Financial Solutions LLC | 48,332 | $1.76M | 0.2% | -3.3% | 1.758% | |
11/2/2023 | Vantage Financial Partners LLC | 9,302 | $338K | 0.1% | -5.3% | 0.338% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 37,055 | $1.35M | 0.4% | +5.1% | 1.347% | |
10/24/2023 | Valtinson Bruner Financial Planning LLC | 89,857 | $3.27M | 1.8% | -0.4% | 3.268% | |
10/24/2023 | Raymond James & Associates | 28,200 | $1.03M | 0.0% | -77.5% | 1.025% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 42,977 | $1.56M | 0.0% | +2.8% | 1.563% | |
10/18/2023 | Strategic Blueprint LLC | 20,673 | $751K | 0.1% | +4.3% | 0.752% | |
10/13/2023 | Weaver Consulting Group | 9,052 | $329K | 0.1% | -10.3% | 0.329% | |
10/12/2023 | WPWealth LLP | 44,012 | $1.60M | 0.6% | -24.8% | 1.600% | |
10/11/2023 | Pinnacle Wealth Management Group Inc. | 8,800 | $320K | 0.3% | N/A | 0.320% | |
10/11/2023 | AE Wealth Management LLC | 25,672 | $933K | 0.0% | +11.6% | 0.934% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 19,823 | $720K | 0.3% | -9.7% | 0.721% | |
8/11/2023 | Penserra Capital Management LLC | 90,856 | $3.37M | 0.1% | +5.0% | 3.304% | |
8/10/2023 | Osaic Holdings Inc. | 112,077 | $4.16M | 0.0% | -17.0% | 4.076% | |
8/10/2023 | Integral Investment Advisors Inc. | 23,600 | $876K | 0.6% | -4.7% | 0.858% | |
8/10/2023 | First Commonwealth Financial Corp PA | 23,125 | $858K | 0.3% | -29.3% | 0.841% | |
8/10/2023 | Commonwealth Equity Services LLC | 50,871 | $1.89M | 0.0% | -1.6% | 1.850% | |
8/10/2023 | Cetera Advisors LLC | 15,165 | $563K | 0.0% | -7.4% | 0.551% | |
8/10/2023 | Cetera Investment Advisers | 5,700 | $212K | 0.0% | N/A | 0.207% | |
8/9/2023 | Spire Wealth Management | 25,454 | $945K | 0.0% | -1.7% | 0.926% | |
8/8/2023 | Blue Bell Private Wealth Management LLC | 35,255 | $1.31M | 0.3% | +11.7% | 1.282% | |
8/8/2023 | Brown Wealth Management LLC | 8,878 | $329K | 0.2% | N/A | 0.323% | |
8/8/2023 | Orion Capital Management LLC | 11,760 | $436K | 0.3% | -5.7% | 0.428% | |
8/4/2023 | Envestnet Asset Management Inc. | 31,172 | $1.16M | 0.0% | +32.6% | 1.082% | |
8/4/2023 | Bellwether Advisors LLC | 15,091 | $560K | 0.2% | -2.0% | 0.524% | |
8/3/2023 | Larson Financial Group LLC | 3,983 | $148K | 0.0% | -16.2% | 0.138% | |
8/2/2023 | Sigma Planning Corp | 7,840 | $291K | 0.0% | -40.2% | 0.272% | |
8/1/2023 | Truist Financial Corp | 8,194 | $304K | 0.0% | +27.2% | 0.285% | |
7/28/2023 | DHJJ Financial Advisors Ltd. | 21,942 | $814K | 0.4% | -2.7% | 0.762% | |
7/26/2023 | Janney Montgomery Scott LLC | 60,948 | $2.26M | 0.0% | -4.9% | 2.116% | |
7/25/2023 | Raymond James & Associates | 125,413 | $4.65M | 0.0% | +45.6% | 4.355% | |
7/24/2023 | Valtinson Bruner Financial Planning LLC | 90,215 | $3.35M | 1.8% | -1.0% | 3.132% | |
7/19/2023 | Krilogy Financial LLC | 11,190 | $415K | 0.0% | -19.5% | 0.389% | |
7/19/2023 | Weaver Consulting Group | 10,092 | $374K | 0.2% | -17.9% | 0.350% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 41,787 | $1.55M | 0.0% | -8.7% | 1.451% | |
7/10/2023 | AE Wealth Management LLC | 23,003 | $854K | 0.0% | -13.5% | 0.799% | |
7/10/2023 | Fragasso Group Inc. | 45,073 | $1.67M | 0.2% | -0.9% | 1.565% | |
5/15/2023 | Beck Capital Management LLC | 33,701 | $1.17M | 0.5% | -58.7% | 1.170% | |
5/15/2023 | First Commonwealth Financial Corp PA | 32,689 | $1.13M | 0.4% | +1.4% | 1.135% | |
5/12/2023 | WPWealth LLP | 58,548 | $2.03M | 0.9% | N/A | 2.033% | |
5/12/2023 | NewEdge Advisors LLC | 104,598 | $3.63M | 0.0% | N/A | 3.632% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 45,745 | $1.59M | 0.0% | +11.8% | 1.588% | |
5/11/2023 | Cerity Partners LLC | 59,003 | $2.05M | 0.0% | -18.1% | 2.049% | |
5/10/2023 | Orion Capital Management LLC | 12,474 | $432K | 0.3% | -3.9% | 0.433% | |
5/9/2023 | Spire Wealth Management | 25,885 | $897K | 0.0% | N/A | 0.899% | |
5/9/2023 | RFG Advisory LLC | 7,207 | $250K | 0.0% | N/A | 0.250% | |
5/9/2023 | Personal CFO Solutions LLC | 6,169 | $214K | 0.0% | N/A | 0.214% | |
The Best AI Stock to Own in the World Today is Trading for Just $25 (Ad) “Titan of Tech” Bets Big on Tiny AI Company
He’s made as much as 3,250,000% in just three years on companies like Facebook, Airbnb, and PayPal…
But our research shows his latest investment could be his most successful venture yet. See how you can invest alongside him |
5/8/2023 | Vantage Financial Partners LLC | 9,823 | $340K | 0.1% | N/A | 0.341% | |
5/8/2023 | Blue Bell Private Wealth Management LLC | 31,554 | $1.09M | 0.3% | +22.8% | 1.096% | |
5/8/2023 | Sigma Planning Corp | 13,100 | $454K | 0.0% | N/A | 0.455% | |
5/5/2023 | Bellwether Advisors LLC | 15,403 | $534K | 0.1% | -2.1% | 0.685% | |
5/5/2023 | Truist Financial Corp | 6,440 | $223K | 0.0% | N/A | 0.286% | |
5/5/2023 | Silver Oak Securities Incorporated | 8,401 | $291K | 0.0% | N/A | 0.373% | |
5/4/2023 | Larson Financial Group LLC | 4,753 | $165K | 0.0% | +7.5% | 0.211% | |
5/3/2023 | Krilogy Financial LLC | 13,900 | $482K | 0.0% | N/A | 0.618% | |
5/2/2023 | DHJJ Financial Advisors Ltd. | 22,562 | $782K | 0.4% | -1.8% | 1.003% | |
5/2/2023 | Arkadios Wealth Advisors | 8,402 | $291K | 0.0% | -5.7% | 0.373% | |