2/9/2024 | Wells Fargo & Company MN | 584,463 | $16.85M | 0.0% | +116.9% | 2.570% | |
2/8/2024 | Kingsview Wealth Management LLC | 10,507 | $303K | 0.0% | -18.1% | 0.046% | |
2/8/2024 | Campbell Wealth Management | 700,663 | $20.20M | 2.4% | +2.9% | 3.081% | |
2/8/2024 | Janney Montgomery Scott LLC | 85,192 | $2.46M | 0.0% | -12.6% | 0.375% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 158,047 | $4.56M | 0.0% | N/A | 0.695% | |
2/7/2024 | Spectrum Investment Advisors Inc. | 345,766 | $9.97M | 7.9% | N/A | 1.521% | |
|
2/6/2024 | Private Advisor Group LLC | 409,710 | $11.81M | 0.1% | -10.8% | 1.802% | |
2/5/2024 | Mission Wealth Management LP | 4,083 | $114K | 0.0% | N/A | 0.018% | |
2/2/2024 | Atria Wealth Solutions Inc. | 20,202 | $582K | 0.0% | +23.9% | 0.089% | |
2/1/2024 | CWM LLC | 1,191 | $34K | 0.0% | -54.1% | 0.005% | |
1/29/2024 | Simplicity Wealth LLC | 16,598 | $479K | 0.2% | N/A | 0.073% | |
1/26/2024 | Geneos Wealth Management Inc. | 12,581 | $363K | 0.0% | +41.9% | 0.055% | |
1/24/2024 | Stratos Investment Management LLC | 192,731 | $5.56M | 0.7% | N/A | 0.848% | |
1/24/2024 | Private Trust Co. NA | 14,077 | $406K | 0.0% | -18.8% | 0.062% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 4,296 | $123K | 0.0% | +16.5% | 0.019% | |
1/23/2024 | FAS Wealth Partners Inc. | 3,480 | $100K | 0.0% | -99.8% | 0.015% | |
1/22/2024 | First Citizens Bank & Trust Co. | 156,017 | $4.50M | 0.1% | N/A | 0.686% | |
1/19/2024 | AdvisorNet Financial Inc | 2,711 | $78K | 0.0% | -58.1% | 0.012% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 581,825 | $16.77M | 0.0% | N/A | 2.559% | |
1/16/2024 | Security Financial Services INC. | 14,307 | $412K | 0.1% | -11.4% | 0.063% | |
1/12/2024 | Redhawk Wealth Advisors Inc. | 245,729 | $7.08M | 1.4% | N/A | 1.081% | |
1/11/2024 | Brookstone Capital Management | 10,222 | $295K | 0.0% | +3.7% | 0.045% | |
1/11/2024 | Orgel Wealth Management LLC | 4,264,279 | $122.94M | 3.6% | +0.8% | 18.752% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 408,424 | $11.59M | 0.4% | +171.0% | 1.796% | |
1/8/2024 | Richard P Slaughter Associates Inc | 95,382 | $2.75M | 0.7% | N/A | 0.419% | |
11/13/2023 | LPL Financial LLC | 1,554,362 | $41.67M | 0.0% | +32.0% | 6.835% | |
11/13/2023 | Invesco Ltd. | 14,085,884 | $377.64M | 0.1% | +1.5% | 61.943% | |
11/8/2023 | Janney Montgomery Scott LLC | 97,523 | $2.62M | 0.0% | -34.4% | 0.429% | |
11/8/2023 | Atria Wealth Solutions Inc. | 16,307 | $437K | 0.0% | +7.0% | 0.072% | |
11/7/2023 | Security Financial Services INC. | 16,155 | $433K | 0.1% | +64.0% | 0.071% | |
11/6/2023 | PFG Investments LLC | 15,976 | $428K | 0.1% | -3.2% | 0.070% | |
11/3/2023 | Private Advisor Group LLC | 459,543 | $12.32M | 0.1% | +26.5% | 2.021% | |
10/26/2023 | Orgel Wealth Management LLC | 4,231,665 | $113.45M | 3.8% | N/A | 18.609% | |
10/25/2023 | Concord Wealth Partners | 1,135 | $30K | 0.0% | -88.7% | 0.005% | |
10/24/2023 | Bank of New York Mellon Corp | 1,233,736 | $33.08M | 0.0% | N/A | 5.425% | |
10/23/2023 | FAS Wealth Partners Inc. | 2,076,945 | $55.68M | 5.9% | N/A | 9.133% | |
10/23/2023 | Commonwealth Equity Services LLC | 51,753 | $1.39M | 0.0% | +23.9% | 0.228% | |
10/23/2023 | ST Germain D J Co. Inc. | 7,061 | $189K | 0.0% | -19.9% | 0.031% | |
10/18/2023 | Private Trust Co. NA | 17,343 | $465K | 0.1% | +23.4% | 0.076% | |
10/11/2023 | Geneos Wealth Management Inc. | 8,866 | $238K | 0.0% | +6.1% | 0.039% | |
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10/11/2023 | CWM LLC | 2,597 | $70K | 0.0% | +89.3% | 0.011% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 150,735 | $4.04M | 0.2% | N/A | 0.663% | |
10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 3,687 | $99K | 0.0% | N/A | 0.016% | |
9/7/2023 | ST Germain D J Co. Inc. | 8,811 | $257K | 0.0% | N/A | 0.039% | |
8/14/2023 | Snowden Capital Advisors LLC | 26,169 | $763K | 0.0% | +15.2% | 0.115% | |
8/11/2023 | Security Financial Services INC. | 9,849 | $287K | 0.1% | N/A | 0.043% | |
8/11/2023 | PNC Financial Services Group Inc. | 25,938 | $757K | 0.0% | +144.0% | 0.114% | |
8/10/2023 | Private Advisor Group LLC | 363,178 | $10.59M | 0.1% | +95.8% | 1.597% | |
8/9/2023 | Flow Traders U.S. LLC | 13,385 | $390K | 0.0% | N/A | 0.059% | |
8/8/2023 | Geneos Wealth Management Inc. | 8,353 | $244K | 0.0% | N/A | 0.037% | |
8/8/2023 | Prospera Financial Services Inc | 44,381 | $1.30M | 0.0% | N/A | 0.195% | |
8/8/2023 | Concord Wealth Partners | 10,000 | $292K | 0.1% | +7.0% | 0.044% | |
8/3/2023 | Atria Wealth Solutions Inc. | 15,242 | $445K | 0.0% | +32.3% | 0.067% | |
8/3/2023 | CWM LLC | 1,372 | $40K | 0.0% | -72.1% | 0.006% | |
7/31/2023 | LPL Financial LLC | 1,177,312 | $34.34M | 0.0% | +97.7% | 5.189% | |
7/31/2023 | Campbell Wealth Management | 679,341 | $19.82M | 2.3% | N/A | 2.994% | |
7/28/2023 | Private Trust Co. NA | 14,055 | $410K | 0.1% | +62.4% | 0.062% | |
7/27/2023 | Campbell Wealth Management | 679,341 | $19.82M | 6.0% | N/A | 2.994% | |
7/26/2023 | Janney Montgomery Scott LLC | 148,675 | $4.34M | 0.0% | N/A | 0.655% | |
7/21/2023 | Activest Wealth Management | 58,712 | $1.46M | 1.0% | N/A | 0.261% | |
7/14/2023 | AdvisorNet Financial Inc | 6,476 | $189K | 0.0% | N/A | 0.029% | |
7/11/2023 | Brookstone Capital Management | 9,789 | $279K | 0.0% | +26.7% | 0.044% | |
5/15/2023 | Gladstone Institutional Advisory LLC | 306,055 | $9.17M | 0.6% | N/A | 1.464% | |
5/11/2023 | PFG Investments LLC | 16,660 | $499K | 0.1% | N/A | 0.080% | |
5/11/2023 | FAS Wealth Partners Inc. | 1,942,160 | $58.19M | 6.3% | +2,089.8% | 9.293% | |
5/10/2023 | Private Advisor Group LLC | 185,521 | $5.56M | 0.1% | N/A | 0.888% | |
5/10/2023 | Centurion Wealth Management LLC | 19,842 | $942K | 0.5% | +24.2% | 0.095% | |
5/10/2023 | Bessemer Group Inc. | 2,075 | $62K | 0.0% | N/A | 0.010% | |
5/10/2023 | LPL Financial LLC | 595,421 | $17.84M | 0.0% | +154.4% | 2.849% | |
5/1/2023 | CWM LLC | 4,926 | $148K | 0.0% | +2,223.6% | 0.024% | |
4/26/2023 | Concord Wealth Partners | 9,342 | $280K | 0.1% | -39.1% | 0.045% | |
4/19/2023 | Brookstone Capital Management | 7,724 | $229K | 0.0% | N/A | 0.037% | |
4/18/2023 | IFP Advisors Inc | 846 | $27K | 0.0% | -70.8% | 0.004% | |
4/13/2023 | Householder Group Estate & Retirement Specialist LLC | 3,477 | $104K | 0.0% | N/A | 0.017% | |
4/7/2023 | KWB Wealth | 116,005 | $2.68M | 0.5% | +3.5% | 0.640% | |
2/23/2023 | Centurion Wealth Management LLC | 15,970 | $757K | 0.4% | N/A | 0.088% | |
2/17/2023 | Coppell Advisory Solutions Corp. | 46,216 | $1.33M | 0.4% | N/A | 0.255% | |
2/10/2023 | CoreCap Advisors LLC | 6,440 | $185K | 0.0% | N/A | 0.036% | |
2/10/2023 | PNC Financial Services Group Inc. | 7,924 | $228K | 0.0% | +242.6% | 0.044% | |
2/10/2023 | KWB Wealth | 112,098 | $2.59M | 0.5% | N/A | 0.619% | |
2/7/2023 | Commonwealth Equity Services LLC | 16,622 | $477K | 0.0% | +3.0% | 0.092% | |
2/7/2023 | LPL Financial LLC | 234,027 | $6.72M | 0.0% | +156.3% | 1.292% | |
2/7/2023 | IFP Advisors Inc | 2,895 | $93K | 0.0% | -93.9% | 0.016% | |
2/7/2023 | Envestnet Asset Management Inc. | 9,298 | $267K | 0.0% | +9.2% | 0.051% | |
2/1/2023 | Janney Montgomery Scott LLC | 72,315 | $2.08M | 0.0% | +222.3% | 0.400% | |
2/1/2023 | FAS Wealth Partners | 88,691 | $2.55M | 0.3% | N/A | 0.490% | |
1/30/2023 | Concord Wealth Partners | 15,340 | $441K | 0.1% | -71.1% | 0.085% | |
1/18/2023 | Private Advisor Group LLC | 154,454 | $4.44M | 0.0% | N/A | 0.862% | |
1/18/2023 | Private Trust Co. NA | 8,893 | $255K | 0.0% | +559.7% | 0.050% | |
11/15/2022 | Flow Traders U.S. LLC | 37,042 | $1.07M | 0.1% | -11.2% | 0.219% | |
Move Your Money Before May 22 (Ad) The SIX WORDS That Could Destroy America... And The Value of Your Savings.
He predicted the dangerous rise of inflation... the death of the 60/40 portfolio... and now, this 40-year market veteran and retirement expert is stepping forward with a new must-see warning for every American. It involves the world's most powerful investors, central bankers, and America's most bitter geopolitical rivals. Here's where Dr. David Eifrig says to move your money immediately. |
11/14/2022 | OLD Mission Capital LLC | 9,630 | $279K | 0.0% | N/A | 0.057% | |
11/14/2022 | PFS Investments Inc. | 1,548,545 | $44.80M | 0.8% | +14.5% | 9.174% | |
11/10/2022 | Concord Wealth Partners | 53,038 | $1.53M | 0.5% | +5.1% | 0.314% | |
11/8/2022 | IFP Advisors Inc | 47,472 | $1.51M | 0.0% | +5.6% | 0.281% | |
10/25/2022 | Janney Montgomery Scott LLC | 22,435 | $649K | 0.0% | N/A | 0.133% | |
10/25/2022 | Raymond James & Associates | 7,001 | $203K | 0.0% | -42.3% | 0.041% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 6,982 | $202K | 0.0% | N/A | 0.041% | |
10/17/2022 | Octavia Wealth Advisors LLC | 20,584 | $435K | 0.1% | N/A | 0.121% | |
10/13/2022 | Williams Financial LLC | 81,620 | $2.36M | 2.0% | N/A | 0.480% | |
10/11/2022 | Householder Group Estate & Retirement Specialist LLC | 1,604 | $46K | 0.0% | N/A | 0.009% | |