4/18/2024 | Spectrum Wealth Advisory Group LLC | 132,914 | $7.50M | 8.6% | -1.8% | 0.113% | |
4/18/2024 | tru Independence LLC | 4,119 | $232K | 0.1% | N/A | 0.004% | |
4/18/2024 | WESPAC Advisors SoCal LLC | 53,348 | $3.01M | 0.8% | +91.8% | 0.045% | |
4/18/2024 | O ROURKE & COMPANY Inc | 21,559 | $1.22M | 0.7% | +4.7% | 0.018% | |
4/18/2024 | Claro Advisors LLC | 7,028 | $396K | 0.1% | -12.0% | 0.006% | |
4/18/2024 | Choice Wealth Advisors LLC | 3,612 | $204K | 0.1% | N/A | 0.003% | |
|
4/18/2024 | Chapin Davis Inc. | 3,843 | $217K | 0.1% | -5.4% | 0.003% | |
4/17/2024 | Stephens Consulting LLC | 540 | $30K | 0.0% | +58.8% | 0.000% | |
4/17/2024 | Fiduciary Alliance LLC | 30,819 | $1.73M | 0.3% | +20.3% | 0.026% | |
4/17/2024 | River Street Advisors LLC | 7,303 | $412K | 0.3% | +5.0% | 0.006% | |
4/16/2024 | Silverleafe Capital Partners LLC | 103,626 | $5.84M | 2.4% | N/A | 0.088% | |
4/16/2024 | DeDora Capital Inc. | 11,124 | $627K | 0.2% | +26.4% | 0.009% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 91,678 | $5.17M | 0.0% | +19.0% | 0.078% | |
4/16/2024 | Procyon Advisors LLC | 163,998 | $9.25M | 0.7% | -4.4% | 0.139% | |
4/15/2024 | Sandbox Financial Partners LLC | 26,005 | $1.47M | 0.6% | N/A | 0.022% | |
4/15/2024 | WealthCare Investment Partners LLC | 57,713 | $3.25M | 1.6% | +9.2% | 0.049% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 35,323 | $1.99M | 0.1% | +10.3% | 0.030% | |
4/15/2024 | Key Client Fiduciary Advisors LLC | 17,156 | $967K | 0.5% | -9.6% | 0.015% | |
4/15/2024 | Brookstone Capital Management | 4,253 | $240K | 0.0% | N/A | 0.004% | |
4/15/2024 | Hobart Private Capital LLC | 102,860 | $5.80M | 1.8% | N/A | 0.087% | |
4/15/2024 | Sunbelt Securities Inc. | 21,238 | $1.20M | 0.1% | -14.6% | 0.018% | |
4/15/2024 | Eagle Wealth Strategies LLC | 6,510 | $365K | 0.3% | -15.1% | 0.006% | |
4/15/2024 | CIC Wealth LLC | 5,752 | $324K | 0.1% | N/A | 0.005% | |
4/15/2024 | IAM Advisory LLC | 113,734 | $6.41M | 1.8% | -1.8% | 0.097% | |
4/15/2024 | Flagstar Advisors Inc. | 26,330 | $1.49M | 0.4% | +67.6% | 0.022% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 7,078 | $399K | 0.0% | N/A | 0.006% | |
4/12/2024 | Gilman Hill Asset Management LLC | 6,485 | $366K | 0.1% | +4.0% | 0.006% | |
4/12/2024 | Harbor Investment Advisory LLC | 9,252 | $522K | 0.1% | +862.7% | 0.008% | |
4/12/2024 | Global Assets Advisory LLC | 313,542 | $17.68M | 0.1% | N/A | 0.267% | |
4/12/2024 | Global Trust Asset Management LLC | 1,720 | $97K | 0.0% | +81.1% | 0.001% | |
4/12/2024 | Northwest Investment Counselors LLC | 568 | $32K | 0.0% | N/A | 0.000% | |
4/12/2024 | Purus Wealth Management LLC | 28,907 | $1.63M | 0.8% | -3.5% | 0.025% | |
4/11/2024 | International Assets Investment Management LLC | 14,968 | $840K | 0.0% | +15.6% | 0.013% | |
4/11/2024 | Rye Brook Capital LLC | 8,200 | $462K | 0.3% | +26.2% | 0.007% | |
4/11/2024 | O Connor Financial Group LLC | 28,899 | $1.63M | 1.0% | +22.1% | 0.025% | |
4/11/2024 | RFG Advisory LLC | 75,204 | $4.24M | 0.1% | +12.5% | 0.064% | |
4/10/2024 | BCS Wealth Management | 4,750 | $268K | 0.1% | N/A | 0.004% | |
4/9/2024 | Destiny Wealth Partners LLC | 183,672 | $10.36M | 1.9% | -0.3% | 0.156% | |
4/9/2024 | Neville Rodie & Shaw Inc. | 22,330 | $1.26M | 0.1% | N/A | 0.019% | |
4/5/2024 | Summit Financial Group Inc. | 26,477 | $1.49M | 0.5% | +1.1% | 0.023% | |
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4/5/2024 | NBC Securities Inc. | 67,659 | $3.82M | 0.4% | +82.3% | 0.058% | |
4/1/2024 | Appleton Partners Inc. MA | 126,810 | $7.15M | 0.6% | +2.1% | 0.113% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 87,230 | $4.70M | 0.1% | -7.9% | 0.078% | |
3/8/2024 | ICA Group Wealth Management LLC | 3,427 | $185K | 0.0% | N/A | 0.003% | |
3/5/2024 | Greenwood Capital Associates LLC | 9,226 | $497K | 0.1% | N/A | 0.008% | |
3/5/2024 | Twin Focus Capital Partners LLC | 22,440 | $1.21M | 0.1% | N/A | 0.020% | |
3/1/2024 | Creekmur Asset Management LLC | 1,779 | $96K | 0.0% | N/A | 0.002% | |
3/1/2024 | Goldman Sachs Group Inc. | 16,463 | $886K | 0.0% | -13.8% | 0.015% | |
2/28/2024 | Bbjs Financial Advisors LLC | 755 | $41K | 0.0% | -53.0% | 0.001% | |
2/28/2024 | EP Wealth Advisors LLC | 3,405 | $183K | 0.0% | N/A | 0.003% | |
2/27/2024 | ARQ Wealth Advisors LLC | 4,923 | $265K | 0.2% | N/A | 0.004% | |
2/26/2024 | Centaurus Financial Inc. | 23,807 | $1.28M | 0.1% | +203.9% | 0.021% | |
2/22/2024 | Peterson Wealth Management | 3,934 | $212K | 0.2% | N/A | 0.004% | |
2/16/2024 | Harbour Investments Inc. | 14,290 | $769K | 0.0% | -4.1% | 0.013% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 7,565 | $407K | 0.0% | +26.0% | 0.007% | |
2/15/2024 | Front Row Advisors LLC | 2,126 | $114K | 0.1% | +19.7% | 0.002% | |
2/15/2024 | Virtue Capital Management LLC | 5,899 | $303K | 0.1% | +8.0% | 0.005% | |
2/15/2024 | Baker Avenue Asset Management LP | 39,620 | $2.13M | 0.1% | +41.5% | 0.035% | |
2/15/2024 | OLD Mission Capital LLC | 7,106 | $383K | 0.0% | N/A | 0.006% | |
2/15/2024 | Guardian Wealth Advisors LLC NC | 4,338 | $234K | 0.0% | -8.4% | 0.004% | |
2/15/2024 | Baird Financial Group Inc. | 89,946 | $4.84M | 0.0% | +28.2% | 0.080% | |
2/15/2024 | Bell Investment Advisors Inc | 1,286 | $69K | 0.0% | N/A | 0.001% | |
2/15/2024 | Comerica Bank | 64,787 | $3.49M | 0.0% | -0.5% | 0.058% | |
2/14/2024 | Royal Bank of Canada | 2,096,288 | $112.87M | 0.0% | +2.5% | 1.869% | |
2/14/2024 | Pathstone Holdings LLC | 5,513 | $297K | 0.0% | N/A | 0.005% | |
2/14/2024 | Waverly Advisors LLC | 57,061 | $3.07M | 0.1% | -1.1% | 0.051% | |
2/14/2024 | Kestra Advisory Services LLC | 347,480 | $18.71M | 0.2% | +7.9% | 0.310% | |
2/14/2024 | LM Advisors LLC | 4,988 | $269K | 0.1% | N/A | 0.004% | |
2/14/2024 | Creative Planning | 109,268 | $5.88M | 0.0% | -3.9% | 0.097% | |
2/14/2024 | Jacobi Capital Management LLC | 8,590 | $462K | 0.0% | +12.0% | 0.008% | |
2/14/2024 | MGO One Seven LLC | 10,501 | $565K | 0.0% | +23.0% | 0.009% | |
2/14/2024 | Visionary Wealth Advisors | 3,977 | $214K | 0.0% | N/A | 0.004% | |
2/14/2024 | Cresset Asset Management LLC | 9,751 | $525K | 0.0% | +5.2% | 0.009% | |
2/14/2024 | Prudential PLC | 2,732,301 | $147.11M | 1.6% | +6.7% | 2.436% | |
2/13/2024 | Envestnet Asset Management Inc. | 493,060 | $26.55M | 0.0% | +4.3% | 0.440% | |
2/13/2024 | Stephens Inc. AR | 48,013 | $2.59M | 0.0% | +2.7% | 0.043% | |
2/13/2024 | Northern Trust Corp | 29,441 | $1.59M | 0.0% | +162.1% | 0.026% | |
2/13/2024 | Joseph Group Capital Management | 158,983 | $8.56M | 5.0% | -0.2% | 0.142% | |
2/13/2024 | Cetera Advisor Networks LLC | 154,360 | $8.31M | 0.0% | +2.1% | 0.138% | |
2/13/2024 | Oppenheimer & Co. Inc. | 100,113 | $5.39M | 0.1% | +16.2% | 0.089% | |
2/13/2024 | First Trust Advisors LP | 529,406 | $28.50M | 0.0% | +1.1% | 0.472% | |
2/13/2024 | Goldman Sachs Group Inc. | 16,463 | $886K | 0.0% | -13.8% | 0.015% | |
2/13/2024 | Belpointe Asset Management LLC | 8,654 | $466K | 0.0% | N/A | 0.008% | |
2/13/2024 | Laurel Wealth Advisors LLC | 62,977 | $3.39M | 0.6% | -3.4% | 0.056% | |
2/13/2024 | Stevard LLC | 5,055 | $272K | 0.3% | N/A | 0.005% | |
2/13/2024 | James J. Burns & Company LLC | 9,304 | $502K | 0.1% | +4.4% | 0.008% | |
2/13/2024 | Rathbones Group PLC | 29,145 | $1.57M | 0.0% | +2.1% | 0.026% | |
2/12/2024 | Brown Brothers Harriman & Co. | 2,367 | $127K | 0.0% | -38.6% | 0.002% | |
2/12/2024 | Bank of Nova Scotia | 51,909 | $2.79M | 0.0% | -2.0% | 0.046% | |
2/12/2024 | Scotia Capital Inc. | 16,285 | $877K | 0.0% | -7.1% | 0.015% | |
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* In-Depth Analysis: Dive deep into comprehensive profiles and explore each top stock.
(**By clicking the link you are subscribing to The Wealthiest Investor Newsletter and may receive up to 2 additional free bonus subscriptions. Unsubscribing is easy. Full disclosures found here.) [Get Your Insights Now] |
2/12/2024 | Laidlaw Wealth Management LLC | 13,287 | $715K | 0.3% | -21.2% | 0.012% | |
2/12/2024 | StoneX Group Inc. | 11,899 | $642K | 0.1% | N/A | 0.011% | |
2/12/2024 | Avestar Capital LLC | 95,783 | $5.16M | 0.6% | -4.1% | 0.085% | |
2/12/2024 | TD Capital Management LLC | 14,447 | $778K | 0.1% | +1.8% | 0.013% | |
2/12/2024 | Quaker Wealth Management LLC | 91,606 | $4.93M | 2.2% | -0.2% | 0.082% | |
2/12/2024 | Focus Financial Network Inc. ADV | 4,830 | $260K | 0.0% | N/A | 0.004% | |
2/12/2024 | Stifel Financial Corp | 459,457 | $24.74M | 0.0% | -4.4% | 0.410% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 38,345 | $2.07M | 0.0% | +22.3% | 0.034% | |
2/12/2024 | Pine Valley Investments Ltd Liability Co | 3,935 | $212K | 0.0% | N/A | 0.004% | |
2/12/2024 | Edmond DE Rothschild Holding S.A. | 3,891 | $209K | 0.0% | -87.2% | 0.003% | |