4/23/2024 | Raymond James Financial Services Advisors Inc. | 316,517 | $14.68M | 0.0% | +914.2% | 0.731% | |
4/22/2024 | Raymond James & Associates | 177,083 | $8.21M | 0.0% | +6.6% | 0.409% | |
4/19/2024 | Sloy Dahl & Holst LLC | 72,437 | $3.36M | 0.8% | +8.4% | 0.168% | |
4/18/2024 | MV Capital Management Inc. | 840 | $39K | 0.0% | N/A | 0.002% | |
4/16/2024 | Toth Financial Advisory Corp | 84,678 | $3.93M | 0.5% | +35.8% | 0.196% | |
4/15/2024 | Sovereign Financial Group Inc. | 11,768 | $546K | 0.1% | -2.6% | 0.027% | |
|
4/15/2024 | Brookstone Capital Management | 16,935 | $785K | 0.0% | -19.2% | 0.039% | |
4/12/2024 | Strategic Planning Group LLC | 21,480 | $996K | 0.2% | -19.3% | 0.050% | |
4/12/2024 | AdvisorNet Financial Inc | 93,123 | $4.32M | 0.4% | +31.3% | 0.216% | |
4/10/2024 | Ferguson Shapiro LLC | 5,651 | $262K | 0.1% | -26.4% | 0.013% | |
4/10/2024 | Pathway Financial Advisors LLC | 115,324 | $5.35M | 1.4% | +26.3% | 0.267% | |
2/13/2024 | Cetera Advisor Networks LLC | 275,691 | $12.93M | 0.1% | +697.6% | 0.677% | |
2/12/2024 | Goldstein Advisors LLC | 588,065 | $27.59M | 4.7% | -13.2% | 1.443% | |
2/12/2024 | Focus Financial Network Inc. ADV | 14,806 | $695K | 0.0% | N/A | 0.036% | |
2/12/2024 | United Services Automobile Association | 2,196,668 | $103.05M | 2.3% | +2.3% | 5.391% | |
2/9/2024 | Advisory Services Network LLC | 30,893 | $1.45M | 0.0% | -22.6% | 0.076% | |
2/9/2024 | Orion Portfolio Solutions LLC | 1,752,154 | $81.63M | 0.9% | N/A | 4.300% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 114,030 | $5.35M | 0.0% | +31.0% | 0.280% | |
2/9/2024 | Corient Private Wealth LLC | 10,829 | $508K | 0.0% | N/A | 0.027% | |
2/9/2024 | Thoroughbred Financial Services LLC | 11,906 | $558K | 0.0% | +32.6% | 0.029% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 58,125 | $2.73M | 0.2% | +31.1% | 0.143% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 24,720 | $1.16M | 0.1% | +1,851.1% | 0.061% | |
2/7/2024 | Bogart Wealth LLC | 492,906 | $23.12M | 1.3% | +397.0% | 1.210% | |
2/6/2024 | Sovereign Financial Group Inc. | 12,081 | $567K | 0.2% | -5.9% | 0.030% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 5,657,603 | $265.40M | 0.1% | -2.3% | 13.884% | |
2/6/2024 | Private Advisor Group LLC | 29,350 | $1.38M | 0.0% | N/A | 0.072% | |
2/5/2024 | Victory Capital Management Inc. | 19,503,246 | $914.90M | 1.0% | -1.2% | 47.861% | |
2/2/2024 | Truist Financial Corp | 135,733 | $6.37M | 0.0% | +73.1% | 0.333% | |
2/1/2024 | Klingenstein Fields & Co. LP | 7,050 | $331K | 0.0% | N/A | 0.017% | |
2/1/2024 | CWM LLC | 722 | $34K | 0.0% | N/A | 0.002% | |
2/1/2024 | Pathway Financial Advisors LLC | 91,336 | $4.29M | 1.2% | N/A | 0.225% | |
1/30/2024 | Sloy Dahl & Holst LLC | 66,796 | $3.13M | 0.6% | -1.3% | 0.165% | |
1/30/2024 | Allen Capital Group LLC | 441,510 | $20.71M | 3.3% | +2.8% | 1.087% | |
1/30/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 9,146 | $429K | 0.1% | N/A | 0.023% | |
1/29/2024 | Koshinski Asset Management Inc. | 9,650 | $453K | 0.1% | +93.0% | 0.024% | |
1/29/2024 | Aspire Capital Advisors LLC | 4,847 | $227K | 0.1% | N/A | 0.012% | |
1/26/2024 | Toth Financial Advisory Corp | 62,375 | $2.93M | 0.4% | +58.3% | 0.160% | |
1/24/2024 | Allworth Financial LP | 372,516 | $17.48M | 0.1% | -40.9% | 0.955% | |
1/22/2024 | Aspire Wealth Management Corp | 25,325 | $1.19M | 0.8% | +12.6% | 0.065% | |
1/19/2024 | AdvisorNet Financial Inc | 70,929 | $3.33M | 0.3% | +223.3% | 0.183% | |
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1/19/2024 | Patriot Financial Group Insurance Agency LLC | 91,772 | $4.31M | 0.8% | +30.6% | 0.236% | |
1/17/2024 | Riversedge Advisors LLC | 478,861 | $22.46M | 6.2% | N/A | 1.241% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 31,210 | $1.46M | 0.0% | +73.0% | 0.081% | |
1/16/2024 | Raymond James & Associates | 166,111 | $7.79M | 0.0% | +240.1% | 0.430% | |
1/16/2024 | Ferguson Shapiro LLC | 7,681 | $360K | 0.2% | N/A | 0.020% | |
1/12/2024 | Redhawk Wealth Advisors Inc. | 27,040 | $1.27M | 0.2% | N/A | 0.070% | |
1/11/2024 | Brookstone Capital Management | 20,964 | $983K | 0.0% | N/A | 0.054% | |
1/11/2024 | Alliance Wealth Advisors LLC | 409,356 | $19.20M | 12.7% | +5.1% | 1.062% | |
1/9/2024 | Daymark Wealth Partners LLC | 20,785 | $975K | 0.0% | +205.7% | 0.054% | |
11/14/2023 | United Services Automobile Association | 2,147,743 | $95.67M | 2.4% | +2.1% | 6.189% | |
11/13/2023 | Mariner LLC | 13,252 | $590K | 0.0% | +94.1% | 0.038% | |
11/13/2023 | LPL Financial LLC | 107,021 | $4.77M | 0.0% | +11.7% | 0.308% | |
11/9/2023 | First Heartland Consultants Inc. | 121,581 | $5.42M | 0.7% | +66.3% | 0.350% | |
11/8/2023 | Charles Schwab Investment Management Inc. | 5,791,943 | $257.98M | 0.1% | -1.0% | 16.691% | |
11/6/2023 | Leelyn Smith LLC | 72,499 | $3.23M | 0.8% | N/A | 0.209% | |
11/6/2023 | Victory Capital Management Inc. | 19,732,199 | $878.91M | 1.0% | +0.2% | 56.865% | |
11/3/2023 | Sovereign Financial Group Inc. | 12,836 | $572K | 0.2% | -5.6% | 0.037% | |
11/2/2023 | Sloy Dahl & Holst LLC | 67,710 | $3.02M | 0.7% | N/A | 0.195% | |
11/1/2023 | Allen Capital Group LLC | 429,321 | $18.97M | 3.2% | +124.0% | 1.237% | |
10/31/2023 | Allworth Financial LP | 630,717 | $28.09M | 0.2% | +16.2% | 1.818% | |
10/30/2023 | Bogart Wealth LLC | 99,184 | $4.42M | 0.3% | +173,907.0% | 0.286% | |
10/30/2023 | Aspire Wealth Management Corp | 22,486 | $1.00M | 0.8% | +22.7% | 0.065% | |
10/25/2023 | Concourse Financial Group Securities Inc. | 1,267 | $56K | 0.0% | N/A | 0.004% | |
10/24/2023 | IAG Wealth Partners LLC | 1,824 | $81K | 0.0% | -15.3% | 0.005% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 18,045 | $804K | 0.0% | +98.4% | 0.052% | |
10/24/2023 | Raymond James & Associates | 48,836 | $2.18M | 0.0% | -34.3% | 0.141% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 87,033 | $3.88M | 0.0% | N/A | 0.251% | |
10/19/2023 | Patriot Financial Group Insurance Agency LLC | 70,244 | $3.13M | 0.6% | +43.0% | 0.205% | |
10/18/2023 | Goldstein Advisors LLC | 677,223 | $30.17M | 6.2% | +6.4% | 1.980% | |
10/18/2023 | Koshinski Asset Management Inc. | 4,999 | $223K | 0.0% | N/A | 0.015% | |
10/12/2023 | Toth Financial Advisory Corp | 39,395 | $1.76M | 0.3% | +19.3% | 0.115% | |
10/12/2023 | AdvisorNet Financial Inc | 21,938 | $977K | 0.1% | +4,395.5% | 0.064% | |
10/12/2023 | Alliance Wealth Advisors LLC | 389,398 | $17.35M | 12.5% | +68.4% | 1.139% | |
10/10/2023 | Daymark Wealth Partners LLC | 6,800 | $303K | 0.0% | N/A | 0.020% | |
8/10/2023 | Cetera Advisor Networks LLC | 25,901 | $1.19M | 0.0% | N/A | 0.080% | |
8/10/2023 | Charles Schwab Investment Management Inc. | 5,851,905 | $269.51M | 0.1% | -1.9% | 18.145% | |
8/3/2023 | Thoroughbred Financial Services LLC | 14,907 | $686K | 0.1% | -23.8% | 0.046% | |
7/31/2023 | LPL Financial LLC | 95,774 | $4.41M | 0.0% | +91.5% | 0.298% | |
7/31/2023 | Sovereign Financial Group Inc. | 13,600 | $626K | 0.2% | -11.1% | 0.042% | |
7/28/2023 | Resource Planning Group | 6,101 | $281K | 0.2% | N/A | 0.019% | |
7/27/2023 | Aspire Wealth Management Corp | 18,332 | $844K | 0.6% | +24.3% | 0.057% | |
7/27/2023 | Victory Capital Management Inc. | 19,698,467 | $907.20M | 1.0% | +0.1% | 61.271% | |
7/26/2023 | First Heartland Consultants Inc. | 73,122 | $3.37M | 0.4% | N/A | 0.228% | |
7/25/2023 | Raymond James & Associates | 74,367 | $3.43M | 0.0% | +16.6% | 0.232% | |
7/24/2023 | Alliance Wealth Advisors LLC | 231,202 | $10.65M | 7.6% | N/A | 0.721% | |
7/24/2023 | Allen Capital Group LLC | 191,688 | $8.83M | 1.5% | N/A | 0.598% | |
7/21/2023 | Creative Planning | 13,959 | $643K | 0.0% | N/A | 0.044% | |
7/21/2023 | Goldstein Advisors LLC | 636,363 | $29.31M | 6.1% | +42.3% | 1.989% | |
7/18/2023 | Allworth Financial LP | 542,807 | $25.00M | 0.2% | -0.1% | 1.696% | |
7/17/2023 | Patriot Financial Group Insurance Agency LLC | 49,112 | $2.26M | 0.4% | +38.6% | 0.153% | |
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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! |
5/12/2023 | Charles Schwab Investment Management Inc. | 5,964,170 | $278.33M | 0.1% | +13.8% | 19.619% | |
5/9/2023 | Goldstein Advisors LLC | 447,310 | $20.88M | 4.6% | +2.3% | 1.471% | |
5/4/2023 | Aspire Wealth Management Corp | 14,751 | $688K | 0.6% | +390.6% | 0.049% | |
5/2/2023 | Victory Capital Management Inc. | 19,676,794 | $918.26M | 1.0% | +0.8% | 64.726% | |
4/28/2023 | Ameritas Advisory Services LLC | 985 | $46K | 0.0% | N/A | 0.003% | |
4/28/2023 | Janney Montgomery Scott LLC | 7,690 | $359K | 0.0% | N/A | 0.025% | |
4/25/2023 | IAG Wealth Partners LLC | 2,154 | $101K | 0.0% | -19.1% | 0.007% | |
4/25/2023 | Geneos Wealth Management Inc. | 550 | $26K | 0.0% | -49.0% | 0.002% | |
4/24/2023 | Thoroughbred Financial Services LLC | 19,561 | $912K | 0.1% | -1.8% | 0.064% | |
4/24/2023 | Toth Financial Advisory Corp | 27,909 | $1.30M | 0.2% | +42.8% | 0.092% | |