5/2/2025 | Capital A Wealth Management LLC | 2,778 | $263K | 0.3% | -48.0% | 0.019% | |
5/2/2025 | Wealthfront Advisers LLC | 19,912 | $1.89M | 0.0% | +10.4% | 0.136% | |
5/1/2025 | CWM LLC | 58,233 | $5.51M | 0.0% | +32.1% | 0.397% | |
4/30/2025 | Allworth Financial LP | 5,639 | $566K | 0.0% | -3.4% | 0.038% | |
4/30/2025 | Stratos Wealth Partners LTD. | 6,733 | $637K | 0.0% | -9.5% | 0.046% | |
4/29/2025 | Envestnet Asset Management Inc. | 25,360 | $2.40M | 0.0% | -37.4% | 0.173% | |
4/29/2025 | Brookstone Capital Management | 29,457 | $2.79M | 0.0% | -9.5% | 0.201% | |
4/28/2025 | Mutual Advisors LLC | 26,437 | $2.73M | 0.1% | -1.9% | 0.180% | |
4/25/2025 | Ameritas Advisory Services LLC | 15,190 | $1.44M | 0.1% | -7.5% | 0.104% | |
4/25/2025 | Sovran Advisors LLC | 5,072 | $464K | 0.1% | N/A | 0.035% | |
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4/24/2025 | Crescent Grove Advisors LLC | 36,922 | $3.50M | 0.4% | -6.4% | 0.252% | |
4/23/2025 | Western Wealth Management LLC | 3,655 | $346K | 0.0% | -6.3% | 0.025% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 31,942 | $3.02M | 0.0% | -5.3% | 0.218% | |
4/22/2025 | PFG Investments LLC | 2,790 | $264K | 0.0% | -9.0% | 0.018% | |
4/21/2025 | Sterling Investment Counsel LLC | 18,875 | $1.79M | 0.6% | +16.1% | 0.123% | |
4/18/2025 | Financial Perspectives Inc | 1,949 | $185K | 0.1% | -5.7% | 0.013% | |
4/18/2025 | Prosperity Wealth Management Inc. | 10,904 | $1.03M | 0.5% | +27.0% | 0.071% | |
4/17/2025 | Copia Wealth Management | 13,235 | $1.25M | 1.2% | +2.4% | 0.086% | |
4/17/2025 | Janney Montgomery Scott LLC | 35,312 | $3.34M | 0.0% | +1,141.2% | 0.230% | |
4/17/2025 | Pacific Sun Financial Corp | 6,952 | $658K | 0.4% | -5.1% | 0.045% | |
4/16/2025 | Lam Group Inc. | 2,690 | $255K | 0.2% | -11.5% | 0.018% | |
4/16/2025 | Opal Wealth Advisors LLC | 684 | $65K | 0.0% | N/A | 0.004% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 3,092 | $293K | 0.0% | -26.0% | 0.020% | |
4/16/2025 | Relyea Zuckerberg Hanson LLC | 55,588 | $5.26M | 0.7% | -6.7% | 0.362% | |
4/14/2025 | Priebe Wealth Holdings LLC | 129,397 | $12.25M | 7.6% | -4.2% | 0.843% | |
4/11/2025 | DHK Financial Advisors Inc. | 4,602 | $436K | 0.2% | N/A | 0.030% | |
4/11/2025 | Insight Advisors LLC PA | 2,638 | $250K | 0.0% | -36.2% | 0.017% | |
4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 2,250 | $213K | 0.0% | N/A | 0.015% | |
4/10/2025 | Wealth Management Partners LLC | 20,333 | $1.93M | 0.9% | +35.1% | 0.132% | |
4/10/2025 | EWG Elevate Inc. | 4,810 | $455K | 0.2% | +55.3% | 0.031% | |
4/10/2025 | Whipplewood Advisors LLC | 859 | $81K | 0.0% | -27.6% | 0.006% | |
4/10/2025 | Smith Anglin Financial LLC | 18,501 | $1.75M | 0.2% | -0.8% | 0.121% | |
4/9/2025 | Gradient Investments LLC | 118,424 | $11.21M | 0.2% | -18.0% | 0.771% | |
4/9/2025 | NBC Securities Inc. | 406 | $38K | 0.0% | N/A | 0.003% | |
4/7/2025 | AdvisorNet Financial Inc | 25,000 | $2.37M | 0.2% | +99,900.0% | 0.163% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 4,177 | $451K | 0.0% | +59.5% | 0.027% | |
3/12/2025 | Centaurus Financial Inc. | 5,822 | $629K | 0.0% | +273.2% | 0.037% | |
3/10/2025 | Mattson Financial Services LLC | 22,617 | $2.44M | 0.8% | +38.7% | 0.142% | |
3/6/2025 | Copia Wealth Management | 12,925 | $1.40M | 1.3% | N/A | 0.081% | |
2/26/2025 | Capital A Wealth Management LLC | 5,347 | $577K | 1.0% | N/A | 0.026% | |
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2/25/2025 | B. Riley Wealth Advisors Inc. | 2,660 | $287K | 0.0% | +9.5% | 0.013% | |
2/24/2025 | Ameriflex Group Inc. | 2,203 | $238K | 0.1% | N/A | 0.011% | |
2/18/2025 | GTS Securities LLC | 20,613 | $2.23M | 0.1% | -24.1% | 0.101% | |
2/18/2025 | White Knight Strategic Wealth Advisors LLC | 12,428 | $1.34M | 0.6% | +72.2% | 0.061% | |
2/17/2025 | CoreCap Advisors LLC | 2,202 | $238K | 0.0% | -17.4% | 0.011% | |
2/17/2025 | Cubist Systematic Strategies LLC | 13,789 | $1.49M | 0.0% | +146.1% | 0.068% | |
2/17/2025 | Cetera Investment Advisers | 57,194 | $6.18M | 0.0% | +25.9% | 0.280% | |
2/17/2025 | BOKF NA | 341 | $37K | 0.0% | N/A | 0.002% | |
2/17/2025 | Captrust Financial Advisors | 2,163 | $234K | 0.0% | -8.5% | 0.011% | |
2/17/2025 | Bank of America Corp DE | 253,192 | $27.34M | 0.0% | +0.7% | 1.241% | |
2/17/2025 | BNP Paribas | 1,000 | $109K | 0.0% | N/A | 0.005% | |
2/17/2025 | BNP Paribas Financial Markets | 15,936 | $1.72M | 0.0% | +8.1% | 0.078% | |
2/17/2025 | Aptus Capital Advisors LLC | 32,178 | $3.48M | 0.0% | -6.9% | 0.158% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 8,217 | $887K | 0.0% | +5.8% | 0.040% | |
2/14/2025 | Comerica Bank | 1,266 | $137K | 0.0% | +472.9% | 0.006% | |
2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 1,484 | $160K | 0.1% | N/A | 0.007% | |
2/14/2025 | Betterment LLC | 11,141 | $1.20M | 0.0% | -39.6% | 0.055% | |
2/14/2025 | Two Sigma Securities LLC | 2,478 | $268K | 0.0% | N/A | 0.012% | |
2/14/2025 | Tower Research Capital LLC TRC | 298 | $32K | 0.0% | +39.3% | 0.001% | |
2/14/2025 | MML Investors Services LLC | 25,237 | $2.73M | 0.0% | -19.2% | 0.124% | |
2/13/2025 | Marshall Wace LLP | 50,383 | $5.44M | 0.0% | +173.7% | 0.247% | |
2/13/2025 | NewEdge Advisors LLC | 2,413 | $261K | 0.0% | +1,700.7% | 0.012% | |
2/13/2025 | Mariner LLC | 19,910 | $2.15M | 0.0% | -6.5% | 0.098% | |
2/13/2025 | Barclays PLC | 12,000 | $1.30M | 0.0% | N/A | 0.059% | |
2/13/2025 | Scotia Capital Inc. | 2,245 | $242K | 0.0% | -46.2% | 0.011% | |
2/13/2025 | Raymond James Financial Inc. | 67,258 | $7.26M | 0.0% | N/A | 0.330% | |
2/13/2025 | Advisory Services Network LLC | 2,761 | $298K | 0.0% | -30.5% | 0.014% | |
2/13/2025 | Envestnet Asset Management Inc. | 40,542 | $4.38M | 0.0% | -11.1% | 0.199% | |
2/13/2025 | Wells Fargo & Company MN | 22,121 | $2.39M | 0.0% | +66,933.3% | 0.108% | |
2/13/2025 | Prudential PLC | 109,650 | $11.84M | 0.1% | +16.2% | 0.538% | |
2/12/2025 | National Bank of Canada FI | 279 | $30K | 0.0% | N/A | 0.001% | |
2/12/2025 | Summit Financial LLC | 6,285 | $679K | 0.0% | +24.1% | 0.031% | |
2/12/2025 | JPMorgan Chase & Co. | 19,692 | $2.13M | 0.0% | -8.8% | 0.097% | |
2/11/2025 | LPL Financial LLC | 247,618 | $26.74M | 0.0% | -9.5% | 1.214% | |
2/10/2025 | Commonwealth Equity Services LLC | 132,203 | $14.28M | 0.0% | -1.2% | 0.648% | |
2/10/2025 | Avantax Advisory Services Inc. | 16,686 | $1.80M | 0.0% | +3.9% | 0.082% | |
2/10/2025 | Farther Finance Advisors LLC | 603 | $65K | 0.0% | +37.4% | 0.003% | |
2/10/2025 | EverSource Wealth Advisors LLC | 373 | $40K | 0.0% | +1,454.2% | 0.002% | |
2/7/2025 | PFG Advisors | 2,340 | $253K | 0.0% | -4.3% | 0.011% | |
2/7/2025 | HighTower Advisors LLC | 13,436 | $1.45M | 0.0% | +0.7% | 0.066% | |
2/7/2025 | Prosperity Wealth Management Inc. | 8,589 | $927K | 0.4% | +60.4% | 0.042% | |
2/7/2025 | Wealthfront Advisers LLC | 15,697 | $1.70M | 0.0% | -13.3% | 0.077% | |
2/6/2025 | One Capital Management LLC | 10,608 | $1.15M | 0.0% | N/A | 0.052% | |
2/6/2025 | Raymond James Financial Inc. | 67,258 | $7.26M | 0.0% | N/A | 0.330% | |
2/6/2025 | Atria Investments Inc | 9,426 | $1.02M | 0.0% | -13.0% | 0.046% | |
2/6/2025 | Exencial Wealth Advisors LLC | 3,657 | $395K | 0.0% | -19.0% | 0.018% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 18,259 | $1.97M | 0.0% | +2.9% | 0.090% | |
2/5/2025 | Verus Capital Partners LLC | 2,417 | $261K | 0.0% | -23.5% | 0.012% | |
2/5/2025 | Whipplewood Advisors LLC | 1,186 | $128K | 0.1% | N/A | 0.006% | |
2/4/2025 | Brown Financial Advisors | 1,871 | $202K | 0.1% | N/A | 0.009% | |
Altucher: Turn $900 into $108,000 in just 12 months? (Ad) We are entering the final Trump Bump of our lives.
But the biggest returns will not be in the stock market. If I’m right about this (like I was before) a modest $900 investment… |
2/4/2025 | IFP Advisors Inc | 826 | $89K | 0.0% | -43.5% | 0.004% | |
2/4/2025 | Wealthspire Advisors LLC | 2,090 | $226K | 0.0% | N/A | 0.010% | |
2/4/2025 | Marshall Investment Management LLC | 16,374 | $1.77M | 1.0% | N/A | 0.080% | |
2/3/2025 | Sigma Planning Corp | 2,231 | $241K | 0.0% | N/A | 0.011% | |
2/3/2025 | Bradley Foster & Sargent Inc. CT | 2,058 | $222K | 0.0% | N/A | 0.010% | |
2/3/2025 | Pacific Sun Financial Corp | 7,323 | $791K | 0.4% | -6.5% | 0.036% | |
2/3/2025 | Private Advisor Group LLC | 28,177 | $3.04M | 0.0% | +3.8% | 0.138% | |
2/3/2025 | Financial Perspectives Inc | 2,066 | $223K | 0.1% | -44.7% | 0.010% | |
1/31/2025 | Atria Wealth Solutions Inc. | 9,744 | $1.05M | 0.0% | -6.1% | 0.048% | |
1/31/2025 | Truist Financial Corp | 5,167 | $558K | 0.0% | -9.5% | 0.025% | |