7/7/2025 | Nova Wealth Management Inc. | 2,750 | $138K | 0.1% | N/A | 0.015% | |
6/2/2025 | Modern Wealth Management LLC | 16,506 | $762K | 0.0% | -1.3% | 0.092% | |
5/21/2025 | MBL Wealth LLC | 4,665 | $215K | 0.0% | -41.3% | 0.026% | |
5/14/2025 | CreativeOne Wealth LLC | 4,840 | $224K | 0.0% | -59.7% | 0.027% | |
5/14/2025 | Kestra Advisory Services LLC | 83,104 | $3.84M | 0.0% | -5.4% | 0.461% | |
5/14/2025 | TFB Advisors LLC | 17,154 | $792K | 0.2% | +26.7% | 0.095% | |
5/13/2025 | Raymond James Financial Inc. | 236,075 | $10.90M | 0.0% | -12.7% | 1.309% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 3,562 | $164K | 0.2% | +48.4% | 0.020% | |
5/12/2025 | Sloy Dahl & Holst LLC | 42,340 | $1.96M | 0.3% | -2.0% | 0.235% | |
5/12/2025 | Integrity Financial Corp WA | 24,031 | $1.11M | 0.6% | -6.3% | 0.133% | |
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5/9/2025 | Atria Wealth Solutions Inc. | 4,646 | $215K | 0.0% | -81.3% | 0.026% | |
5/9/2025 | Commonwealth Equity Services LLC | 345,612 | $15.96M | 0.0% | +0.6% | 1.917% | |
5/8/2025 | Moors & Cabot Inc. | 10,625 | $491K | 0.0% | -8.9% | 0.059% | |
5/8/2025 | Harbour Investments Inc. | 19,987 | $923K | 0.0% | -3.1% | 0.111% | |
5/8/2025 | Grantvest Financial Group LLC | 22,095 | $1.02M | 0.8% | -1.6% | 0.123% | |
5/8/2025 | NorthRock Partners LLC | 1,403 | $65K | 0.0% | N/A | 0.008% | |
5/8/2025 | FSB Premier Wealth Management Inc. | 79,558 | $3.67M | 1.4% | -1.5% | 0.441% | |
5/8/2025 | FOCUS Wealth Advisors LLC | 477,569 | $22.05M | 12.2% | -2.2% | 2.649% | |
5/6/2025 | Assetmark Inc. | 141,069 | $6.51M | 0.0% | +38.2% | 0.782% | |
5/6/2025 | Cetera Investment Advisers | 102,975 | $4.76M | 0.0% | +43.2% | 0.571% | |
5/6/2025 | AE Wealth Management LLC | 2,998 | $138K | 0.0% | -30.3% | 0.017% | |
5/6/2025 | WESPAC Advisors SoCal LLC | 163,706 | $7.56M | 2.0% | -17.7% | 0.908% | |
5/6/2025 | Ignite Planners LLC | 69,757 | $3.21M | 0.6% | -30.1% | 0.387% | |
5/5/2025 | IFP Advisors Inc | 4,949 | $229K | 0.0% | -30.5% | 0.027% | |
5/1/2025 | CWM LLC | 175,356 | $8.10M | 0.0% | -2.7% | 0.973% | |
5/1/2025 | Stephens Inc. AR | 162,323 | $7.50M | 0.1% | -0.9% | 0.900% | |
4/30/2025 | Allworth Financial LP | 1,003 | $45K | 0.0% | +79.4% | 0.006% | |
4/29/2025 | Envestnet Asset Management Inc. | 59,911 | $2.77M | 0.0% | +12.5% | 0.332% | |
4/28/2025 | Private Trust Co. NA | 1,626 | $75K | 0.0% | -33.3% | 0.009% | |
4/28/2025 | Arbor Capital Management Inc. ADV | 4,925 | $228K | 0.2% | +17.8% | 0.027% | |
4/25/2025 | Ameritas Advisory Services LLC | 12,279 | $576K | 0.0% | -19.5% | 0.068% | |
4/24/2025 | Transcend Capital Advisors LLC | 10,617 | $490K | 0.0% | N/A | 0.059% | |
4/22/2025 | Advisor Resource Council | 35,523 | $1.64M | 0.1% | N/A | 0.196% | |
4/21/2025 | Clear Point Advisors Inc. | 36,208 | $1.67M | 1.5% | -20.2% | 0.200% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 28,494 | $1.32M | 0.1% | +24.8% | 0.157% | |
4/18/2025 | Lion Street Advisors LLC | 11,841 | $547K | 0.2% | -7.4% | 0.065% | |
4/17/2025 | Sowell Financial Services LLC | 8,083 | $373K | 0.0% | N/A | 0.045% | |
4/17/2025 | Janney Montgomery Scott LLC | 14,763 | $682K | 0.0% | -5.7% | 0.081% | |
4/17/2025 | Keystone Wealth Services LLC | 162,012 | $7.48M | 2.0% | -0.3% | 0.894% | |
4/14/2025 | Farther Finance Advisors LLC | 21,232 | $982K | 0.0% | +4,250.8% | 0.117% | |
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4/14/2025 | Black Point Wealth Management | 7,470 | $345K | 2.0% | -59.8% | 0.041% | |
4/14/2025 | McCarthy & Cox | 17,211 | $795K | 0.3% | -92.8% | 0.095% | |
4/11/2025 | Signal Advisors Wealth LLC | 47,868 | $2.21M | 0.2% | -9.0% | 0.264% | |
4/10/2025 | Accel Wealth Management | 27,065 | $1.25M | 0.5% | -2.3% | 0.149% | |
4/9/2025 | Fragasso Financial Advisors Inc | 12,436 | $574K | 0.0% | -20.8% | 0.069% | |
4/9/2025 | NBC Securities Inc. | 2,367 | $109K | 0.0% | +118,250.0% | 0.013% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 13,543 | $642K | 0.0% | N/A | 0.074% | |
3/6/2025 | Wood Tarver Financial Group LLC | 2,964 | $140K | 0.0% | N/A | 0.016% | |
2/28/2025 | Park Square Financial Group LLC | 535 | $25K | 0.0% | N/A | 0.004% | |
2/27/2025 | REAP Financial Group LLC | 211,367 | $10.03M | 2.5% | -1.2% | 1.635% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 5,448 | $258K | 0.0% | -66.0% | 0.042% | |
2/25/2025 | Armis Advisers LLC | 166,593 | $7.90M | 1.0% | N/A | 1.288% | |
2/25/2025 | Integrated Advisors Network LLC | 41,060 | $1.95M | 0.1% | -1.2% | 0.318% | |
2/18/2025 | Sunbelt Securities Inc. | 8,181 | $389K | 0.0% | -9.3% | 0.063% | |
2/18/2025 | Novem Group | 4,864 | $231K | 0.0% | N/A | 0.038% | |
2/17/2025 | Wolverine Trading LLC | 7,264 | $346K | 0.0% | N/A | 0.056% | |
2/17/2025 | CoreCap Advisors LLC | 11,255 | $534K | 0.0% | +14.0% | 0.087% | |
2/17/2025 | Cetera Investment Advisers | 71,930 | $3.41M | 0.0% | -71.6% | 0.556% | |
2/17/2025 | Ameriprise Financial Inc. | 11,787 | $559K | 0.0% | N/A | 0.091% | |
2/14/2025 | Jane Street Group LLC | 11,246 | $533K | 0.0% | -46.0% | 0.087% | |
2/14/2025 | MGO One Seven LLC | 10,095 | $479K | 0.0% | -81.9% | 0.078% | |
2/13/2025 | NewEdge Advisors LLC | 37,959 | $1.80M | 0.0% | -12.0% | 0.294% | |
2/13/2025 | Main Street Financial Solutions LLC | 63,851 | $3.03M | 0.3% | -1.3% | 0.494% | |
2/13/2025 | CreativeOne Wealth LLC | 12,015 | $570K | 0.0% | -93.3% | 0.093% | |
2/13/2025 | Mariner LLC | 12,862 | $610K | 0.0% | -4.4% | 0.099% | |
2/13/2025 | Rockefeller Capital Management L.P. | 86,671 | $4.11M | 0.0% | +9.7% | 0.670% | |
2/13/2025 | Envestnet Asset Management Inc. | 53,277 | $2.53M | 0.0% | -83.2% | 0.412% | |
2/12/2025 | FSB Premier Wealth Management Inc. | 80,808 | $3.83M | 1.5% | -11.9% | 0.625% | |
2/12/2025 | Bullseye Investment Management LLC | 4,433 | $210K | 0.1% | -56.7% | 0.034% | |
2/12/2025 | Murphy & Mullick Capital Management Corp | 900 | $43K | 0.0% | N/A | 0.007% | |
2/11/2025 | Modern Wealth Management LLC | 16,720 | $812K | 0.0% | N/A | 0.129% | |
2/11/2025 | Grantvest Financial Group LLC | 22,445 | $1.07M | 1.2% | N/A | 0.174% | |
2/11/2025 | LPL Financial LLC | 107,529 | $5.10M | 0.0% | +1.2% | 0.832% | |
2/10/2025 | Arbor Capital Management Inc. ADV | 4,182 | $202K | 0.2% | -15.3% | 0.032% | |
2/10/2025 | Harbour Investments Inc. | 20,620 | $978K | 0.0% | -2.7% | 0.159% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 16,251 | $771K | 0.0% | -19.2% | 0.126% | |
2/10/2025 | Commonwealth Equity Services LLC | 343,690 | $16.30M | 0.0% | -4.3% | 2.658% | |
2/10/2025 | Avantax Advisory Services Inc. | 7,220 | $342K | 0.0% | -36.9% | 0.056% | |
2/7/2025 | HighTower Advisors LLC | 17,648 | $837K | 0.0% | -9.8% | 0.136% | |
2/7/2025 | Moors & Cabot Inc. | 11,664 | $553K | 0.0% | -5.5% | 0.090% | |
2/6/2025 | Raymond James Financial Inc. | 270,279 | $12.82M | 0.0% | N/A | 2.090% | |
2/6/2025 | Assetmark Inc. | 102,050 | $4.84M | 0.0% | +54.3% | 0.789% | |
2/6/2025 | Keystone Wealth Services LLC | 162,539 | $7.71M | 2.0% | -1.1% | 1.257% | |
2/4/2025 | IFP Advisors Inc | 7,116 | $338K | 0.0% | +13.7% | 0.055% | |
2/4/2025 | World Equity Group Inc. | 8,275 | $392K | 0.1% | N/A | 0.064% | |
2/4/2025 | Wealthgarden F.S. LLC | 10,938 | $519K | 0.5% | N/A | 0.085% | |
2/3/2025 | Concurrent Investment Advisors LLC | 4,254 | $202K | 0.0% | N/A | 0.033% | |
2/3/2025 | Legacy Solutions LLC | 5,644 | $268K | 0.3% | N/A | 0.044% | |
2/3/2025 | Flagstar Advisors Inc. | 8,512 | $404K | 0.1% | -16.1% | 0.066% | |
2/3/2025 | Clear Point Advisors Inc. | 45,375 | $2.15M | 1.8% | -17.0% | 0.351% | |
White House to reset Social Security? (Ad) Elon Musk's parting DOGE gift looks set to shock America...
A single announcement by July 22nd could soon bring Elon Musk's DOGE operation to its final, dramatic conclusion - with huge consequences for millions of investors. So if you have any money in the market... you're almost out of time to prepare. This plan has already been put in place... and can operate even if Elon's long gone from Washington.  And it could have a major impact on how you collect Social Security - Click here to understand what' |
1/31/2025 | Atria Wealth Solutions Inc. | 24,785 | $1.18M | 0.0% | -13.4% | 0.192% | |
1/31/2025 | Truist Financial Corp | 11,683 | $554K | 0.0% | -23.4% | 0.090% | |
1/30/2025 | Allworth Financial LP | 559 | $27K | 0.0% | N/A | 0.004% | |
1/30/2025 | Principal Securities Inc. | 21,441 | $1.02M | 0.0% | +16.3% | 0.166% | |
1/29/2025 | TFB Advisors LLC | 13,541 | $642K | 0.2% | +41.6% | 0.105% | |
1/28/2025 | Stephens Inc. AR | 163,817 | $7.77M | 0.1% | -0.8% | 1.267% | |
1/27/2025 | Lion Street Advisors LLC | 12,786 | $606K | 0.2% | -32.6% | 0.099% | |
1/27/2025 | WESPAC Advisors SoCal LLC | 198,795 | $9.43M | 2.1% | -3.9% | 1.537% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 4,498 | $213K | 0.0% | N/A | 0.035% | |
1/23/2025 | New Wave Wealth Advisors LLC | 4,141 | $196K | 0.1% | -63.3% | 0.032% | |