8/17/2023 | Imprint Wealth LLC | 105,692 | $10.57M | 0.4% | N/A | 0.326% | |
8/14/2023 | Lcnb Corp | 15,293 | $291K | 0.1% | -3.8% | 0.047% | |
8/11/2023 | Regal Investment Advisors LLC | 62,791 | $1.20M | 0.1% | -4.7% | 0.194% | |
8/11/2023 | Kestra Advisory Services LLC | 108,087 | $2.06M | 0.0% | +9.7% | 0.334% | |
8/10/2023 | GeoWealth Management LLC | 2,048 | $38K | 0.0% | N/A | 0.006% | |
8/10/2023 | Commonwealth Equity Services LLC | 631,715 | $12.03M | 0.0% | +24.1% | 1.950% | |
|
8/10/2023 | Mirae Asset Global Investments Co. Ltd. | 131,000 | $2.49M | 0.0% | -12.1% | 0.404% | |
8/10/2023 | Moors & Cabot Inc. | 15,100 | $287K | 0.0% | N/A | 0.047% | |
8/10/2023 | Cetera Advisor Networks LLC | 259,439 | $4.94M | 0.0% | +1.7% | 0.801% | |
8/9/2023 | Spire Wealth Management | 6,898 | $131K | 0.0% | +79.2% | 0.021% | |
8/9/2023 | Precision Wealth Strategies LLC | 55,963 | $1.07M | 1.7% | -12.5% | 0.173% | |
8/8/2023 | Geneos Wealth Management Inc. | 231,820 | $4.41M | 0.2% | -3.9% | 0.715% | |
8/4/2023 | Envestnet Asset Management Inc. | 276,059 | $5.26M | 0.0% | +26.1% | 0.852% | |
8/4/2023 | IFP Advisors Inc | 25,288 | $460K | 0.0% | +298.6% | 0.078% | |
8/4/2023 | Apollon Wealth Management LLC | 19,280 | $367K | 0.0% | -4.7% | 0.060% | |
8/3/2023 | Atomi Financial Group Inc. | 10,000 | $190K | 0.1% | N/A | 0.031% | |
8/3/2023 | Paladin Advisory Group LLC | 96,278 | $1.83M | 1.5% | +4.6% | 0.295% | |
8/3/2023 | Oppenheimer & Co. Inc. | 24,852 | $473K | 0.0% | +69.6% | 0.076% | |
8/2/2023 | Capital Asset Advisory Services LLC | 106,910 | $2.07M | 0.1% | +3.8% | 0.328% | |
8/2/2023 | Bank of Montreal Can | 17,451 | $341K | 0.0% | N/A | 0.054% | |
8/1/2023 | Cutter & CO Brokerage Inc. | 12,855 | $245K | 0.1% | -38.7% | 0.039% | |
8/1/2023 | Truist Financial Corp | 18,184 | $346K | 0.0% | -5.4% | 0.056% | |
7/31/2023 | LPL Financial LLC | 135,930 | $2.59M | 0.0% | -4.2% | 0.417% | |
7/27/2023 | Virtu Financial LLC | 155,463 | $2.96M | 0.2% | N/A | 0.477% | |
7/27/2023 | J.W. Cole Advisors Inc. | 16,727 | $318K | 0.0% | N/A | 0.051% | |
7/26/2023 | Janney Montgomery Scott LLC | 21,778 | $415K | 0.0% | +31.7% | 0.067% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 188,796 | $3.59M | 0.0% | +1.3% | 0.579% | |
7/25/2023 | Raymond James & Associates | 154,329 | $2.94M | 0.0% | N/A | 0.473% | |
7/21/2023 | Creative Planning | 37,415 | $712K | 0.0% | +211.4% | 0.115% | |
7/20/2023 | Osborne Partners Capital Management LLC | 274,411 | $5.22M | 0.4% | N/A | 0.842% | |
7/20/2023 | Global Retirement Partners LLC | 106,713 | $2.03M | 0.1% | +1.0% | 0.327% | |
7/20/2023 | Exchange Traded Concepts LLC | 3,055,411 | $58.16M | 1.4% | N/A | 9.372% | |
7/20/2023 | PFG Advisors | 25,704 | $489K | 0.0% | N/A | 0.079% | |
7/19/2023 | Foundations Investment Advisors LLC | 325,546 | $6.20M | 0.2% | +245.0% | 0.999% | |
7/19/2023 | TAP Consulting LLC | 189,226 | $3.60M | 0.9% | N/A | 0.580% | |
7/19/2023 | Marks Group Wealth Management Inc | 827,107 | $15.74M | 1.9% | +1.6% | 2.537% | |
7/18/2023 | Fortis Group Advisors LLC | 13,416 | $255K | 0.1% | +4.9% | 0.041% | |
7/18/2023 | Riverwater Partners LLC | 35,544 | $677K | 0.6% | -9.9% | 0.109% | |
7/18/2023 | Stratos Wealth Advisors LLC | 123,619 | $2.35M | 0.2% | N/A | 0.379% | |
7/17/2023 | Retirement Guys Formula LLC | 114,203 | $2.17M | 1.3% | +1.7% | 0.350% | |
“Generational Bull Run” Incoming (Ad) LIVE Cash Flow Workshop Event / Hosted Virtually Weds @ 7PM EST
Everyone who attends will also receive 3 special FREE Gifts during the event.![](https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=8812&Placement=NativeDisplay&Source=NativeDisplay) You can find out what they are by clicking here now. |
7/13/2023 | Moulton Wealth Management Inc. | 103,257 | $1.97M | 3.5% | +124.7% | 0.317% | |
7/13/2023 | Cambridge Advisors Inc. | 12,633 | $240K | 0.1% | N/A | 0.039% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 131,872 | $2.51M | 0.0% | +1.8% | 0.405% | |
7/11/2023 | Brookstone Capital Management | 17,808 | $340K | 0.0% | N/A | 0.055% | |
7/10/2023 | AE Wealth Management LLC | 726,533 | $13.83M | 0.1% | +14.4% | 2.229% | |
6/20/2023 | Oliver Lagore Vanvalin Investment Group | 596,485 | $11.66M | 5.0% | +0.2% | 1.830% | |
5/26/2023 | Fortis Group Advisors LLC | 12,791 | $252K | 0.1% | N/A | 0.039% | |
5/24/2023 | Verity Asset Management Inc. | 10,851 | $212K | 0.1% | N/A | 0.033% | |
5/12/2023 | Capital Asset Advisory Services LLC | 102,996 | $2.01M | 0.1% | +2.0% | 0.316% | |
5/12/2023 | HRT Financial LP | 107,693 | $2.11M | 0.0% | +318.9% | 0.330% | |
5/11/2023 | Commonwealth Equity Services LLC | 509,222 | $9.96M | 0.0% | +16.4% | 1.562% | |
5/10/2023 | Oppenheimer & Co. Inc. | 14,655 | $287K | 0.0% | N/A | 0.045% | |
5/10/2023 | LPL Financial LLC | 141,929 | $2.78M | 0.0% | +49.6% | 0.435% | |
5/9/2023 | Spire Wealth Management | 3,850 | $75K | 0.0% | N/A | 0.012% | |
5/9/2023 | Armor Investment Advisors LLC | 11,270 | $220K | 0.1% | N/A | 0.035% | |
5/9/2023 | Tower Research Capital LLC TRC | 5,300 | $104K | 0.0% | N/A | 0.016% | |
5/8/2023 | Global Retirement Partners LLC | 105,641 | $2.13M | 0.1% | +5.9% | 0.324% | |
5/5/2023 | Truist Financial Corp | 19,228 | $376K | 0.0% | -7.1% | 0.059% | |
5/4/2023 | Precision Wealth Strategies LLC | 63,944 | $1.25M | 2.0% | -63.5% | 0.196% | |
5/4/2023 | Mirae Asset Global Investments Co. Ltd. | 149,000 | $2.91M | 0.0% | -11.8% | 0.457% | |
5/3/2023 | Marks Group Wealth Management Inc | 813,935 | $15.91M | 2.0% | +6.2% | 2.497% | |
5/3/2023 | Lcnb Corp | 15,893 | $311K | 0.1% | -14.4% | 0.049% | |
4/28/2023 | Ameritas Advisory Services LLC | 2,083 | $41K | 0.0% | N/A | 0.008% | |
4/28/2023 | Janney Montgomery Scott LLC | 16,536 | $323K | 0.0% | +36.1% | 0.066% | |
4/26/2023 | JTC Employer Solutions Trustee Ltd | 17,823 | $348K | 0.0% | -87.2% | 0.072% | |
4/25/2023 | Foundations Investment Advisors LLC | 94,371 | $1.85M | 0.1% | +19.6% | 0.379% | |
4/25/2023 | Geneos Wealth Management Inc. | 241,180 | $4.72M | 0.3% | +1.1% | 0.969% | |
4/21/2023 | Sage Rhino Capital LLC | 10,000 | $195K | 0.1% | N/A | 0.040% | |
4/18/2023 | Retirement Guys Formula LLC | 112,275 | $2.20M | 1.6% | +201.6% | 0.451% | |
4/18/2023 | IFP Advisors Inc | 6,344 | $115K | 0.0% | -34.5% | 0.025% | |
4/18/2023 | Darwin Wealth Management LLC | 17,653 | $350K | 0.1% | N/A | 0.071% | |
4/18/2023 | Newbridge Financial Services Group Inc. | 10,400 | $203K | 0.1% | N/A | 0.042% | |
4/14/2023 | AE Wealth Management LLC | 635,119 | $12.42M | 0.1% | +6.7% | 2.551% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 186,294 | $3.64M | 0.0% | +4.8% | 0.748% | |
4/13/2023 | Moulton Wealth Management Inc. | 45,960 | $913K | 2.0% | N/A | 0.185% | |
4/12/2023 | Riverwater Partners LLC | 39,451 | $771K | 0.7% | -2.6% | 0.158% | |
3/8/2023 | Capital Asset Advisory Services LLC | 100,974 | $1.83M | 0.1% | -44.3% | 0.406% | |
3/2/2023 | Oliver Lagore Vanvalin Investment Group | 595,442 | $10.77M | 6.1% | +27.5% | 2.391% | |
3/1/2023 | Regal Investment Advisors LLC | 68,235 | $1.23M | 0.1% | -3.3% | 0.274% | |
2/16/2023 | Axxcess Wealth Management LLC | 172,060 | $3.11M | 0.3% | +2.0% | 0.691% | |
2/15/2023 | Fortis Capital Advisors LLC | 31,934 | $578K | 0.3% | N/A | 0.128% | |
2/15/2023 | Axxcess Wealth Management LLC | 174,376 | $3.15M | 0.3% | +3.4% | 0.700% | |
2/13/2023 | Texas Yale Capital Corp. | 25,314 | $458K | 0.0% | +2.3% | 0.102% | |
2/10/2023 | HRT Financial LP | 25,710 | $465K | 0.0% | N/A | 0.103% | |
2/10/2023 | Capital Advisors Wealth Management LLC | 14,242 | $258K | 0.1% | N/A | 0.057% | |
2/10/2023 | Buckley Wealth Management LLC | 41,200 | $745K | 0.3% | N/A | 0.165% | |
2/9/2023 | Horizon Bancorp Inc. IN | 13,414 | $243K | 0.1% | N/A | 0.054% | |
2/9/2023 | Mirae Asset Global Investments Co. Ltd. | 169,000 | $3.06M | 0.0% | +13.4% | 0.679% | |
2/9/2023 | IMC Chicago LLC | 86,502 | $1.57M | 0.0% | +76.8% | 0.347% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 177,776 | $3.22M | 0.0% | +61.5% | 0.714% | |
“Generational Bull Run” Incoming (Ad) LIVE Cash Flow Workshop Event / Hosted Virtually Weds @ 7PM EST
Everyone who attends will also receive 3 special FREE Gifts during the event.![](https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=8812&Placement=NativeDisplay&Source=NativeDisplay) You can find out what they are by clicking here now. |
2/8/2023 | Belpointe Asset Management LLC | 31,934 | $578K | 0.0% | N/A | 0.128% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 129,945 | $2.35M | 0.0% | -1.5% | 0.522% | |
2/7/2023 | Precision Wealth Strategies LLC | 175,250 | $3.17M | 3.3% | -22.6% | 0.704% | |
2/7/2023 | Commonwealth Equity Services LLC | 437,357 | $7.91M | 0.0% | -2.4% | 1.756% | |
2/7/2023 | LPL Financial LLC | 94,866 | $1.72M | 0.0% | +14.7% | 0.381% | |
2/7/2023 | IFP Advisors Inc | 9,683 | $199K | 0.0% | N/A | 0.039% | |
2/7/2023 | Envestnet Asset Management Inc. | 221,558 | $4.01M | 0.0% | -43.7% | 0.890% | |
2/6/2023 | Marks Group Wealth Management Inc | 766,704 | $13.87M | 1.9% | N/A | 3.079% | |
2/1/2023 | Janney Montgomery Scott LLC | 12,149 | $220K | 0.0% | N/A | 0.049% | |
1/31/2023 | Kestra Advisory Services LLC | 102,201 | $1.85M | 0.0% | +4.4% | 0.410% | |