4/15/2024 | WealthCare Investment Partners LLC | 14,705 | $952K | 0.5% | +32.1% | 0.454% | |
2/16/2024 | Harbour Investments Inc. | 1,085 | $78K | 0.0% | +28.4% | 0.027% | |
2/15/2024 | Citadel Advisors LLC | 7,984 | $573K | 0.0% | +43.8% | 0.201% | |
2/14/2024 | Royal Bank of Canada | 8,478 | $608K | 0.0% | -43.0% | 0.213% | |
2/14/2024 | Kestra Advisory Services LLC | 4,785 | $343K | 0.0% | +4.7% | 0.120% | |
2/13/2024 | Envestnet Asset Management Inc. | 19,617 | $1.41M | 0.0% | +31.1% | 0.493% | |
|
2/13/2024 | Cetera Advisor Networks LLC | 7,533 | $540K | 0.0% | -61.1% | 0.189% | |
2/13/2024 | Tower Research Capital LLC TRC | 8,835 | $634K | 0.0% | -18.8% | 0.222% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 11,558 | $829K | 0.0% | +1.5% | 0.290% | |
2/9/2024 | CreativeOne Wealth LLC | 31,393 | $2.25M | 0.1% | +11.2% | 0.789% | |
2/9/2024 | UBS Group AG | 9,514 | $683K | 0.0% | -37.0% | 0.239% | |
2/8/2024 | Exchange Capital Management Inc. | 29,554 | $2.12M | 0.4% | +2.2% | 0.743% | |
2/7/2024 | VisionPoint Advisory Group LLC | 540 | $39K | 0.0% | N/A | 0.014% | |
2/6/2024 | MeadowBrook Investment Advisors LLC | 6,363 | $456K | 0.4% | N/A | 0.160% | |
2/6/2024 | Concord Wealth Partners | 6,771 | $486K | 0.1% | -22.8% | 0.170% | |
2/2/2024 | Spinnaker Trust | 54,203 | $3.89M | 0.3% | +1,075.8% | 1.362% | |
2/1/2024 | CWM LLC | 1,289 | $92K | 0.0% | -20.8% | 0.032% | |
1/30/2024 | Capital Analysts LLC | 20,610 | $1.48M | 0.1% | +1.4% | 0.518% | |
1/25/2024 | International Assets Investment Management LLC | 6,600 | $473K | 0.0% | N/A | 0.166% | |
1/24/2024 | International Assets Investment Management LLC | 6,600 | $473K | 0.0% | N/A | 0.166% | |
1/24/2024 | Mascoma Wealth Management LLC | 1,165 | $84K | 0.0% | -45.9% | 0.029% | |
1/23/2024 | Better Money Decisions LLC | 3,255 | $233K | 0.2% | -18.0% | 0.082% | |
1/18/2024 | Good Life Advisors LLC | 3,721 | $267K | 0.0% | -21.3% | 0.093% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 13,422 | $963K | 0.0% | -52.0% | 0.337% | |
1/12/2024 | Archford Capital Strategies LLC | 5,117 | $367K | 0.1% | -25.2% | 0.129% | |
1/12/2024 | Independent Wealth Network Inc. | 6,819 | $489K | 0.3% | +79.9% | 0.171% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 4,053 | $291K | 0.0% | +24.7% | 0.102% | |
11/30/2023 | Modera Wealth Management LLC | 17,753 | $1.20M | 0.0% | N/A | 0.446% | |
11/21/2023 | Walleye Capital LLC | 3,371 | $227K | 0.0% | N/A | 0.085% | |
11/16/2023 | Harbour Investments Inc. | 845 | $57K | 0.0% | -73.8% | 0.021% | |
11/15/2023 | Royal Bank of Canada | 14,876 | $1.00M | 0.0% | +23.6% | 0.374% | |
11/14/2023 | Qube Research & Technologies Ltd | 410 | $28K | 0.0% | -96.2% | 0.010% | |
11/13/2023 | LPL Financial LLC | 176,174 | $11.88M | 0.0% | +11.0% | 4.426% | |
11/13/2023 | Envestnet Asset Management Inc. | 14,958 | $1.01M | 0.0% | -5.5% | 0.376% | |
11/13/2023 | Kestra Advisory Services LLC | 4,570 | $308K | 0.0% | +51.4% | 0.115% | |
11/9/2023 | USAdvisors Wealth Management LLC | 8,259 | $557K | 0.2% | +7.5% | 0.208% | |
11/9/2023 | UBS Group AG | 15,107 | $1.02M | 0.0% | -10.2% | 0.380% | |
11/8/2023 | Spinnaker Trust | 4,610 | $311K | 0.0% | +65.5% | 0.116% | |
11/8/2023 | Spire Wealth Management | 1,862 | $126K | 0.0% | N/A | 0.047% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 4,480 | $302K | 0.0% | -6.2% | 0.113% | |
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11/6/2023 | Phoenix Wealth Advisors | 4,358 | $294K | 0.2% | N/A | 0.109% | |
11/3/2023 | Private Advisor Group LLC | 3,378 | $228K | 0.0% | -8.3% | 0.085% | |
11/1/2023 | Wealthfront Advisers LLC | 11,010 | $743K | 0.0% | +38.3% | 0.277% | |
10/26/2023 | CENTRAL TRUST Co | 1,537 | $104K | 0.0% | +33.0% | 0.039% | |
10/25/2023 | Concord Wealth Partners | 8,769 | $592K | 0.1% | -13.4% | 0.220% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 27,978 | $1.89M | 0.0% | -40.4% | 0.703% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 11,382 | $768K | 0.0% | -4.2% | 0.286% | |
10/23/2023 | YHB Investment Advisors Inc. | 3,690 | $249K | 0.0% | -7.5% | 0.093% | |
10/23/2023 | Commonwealth Equity Services LLC | 19,769 | $1.33M | 0.0% | -17.9% | 0.497% | |
10/17/2023 | CreativeOne Wealth LLC | 28,227 | $1.90M | 0.1% | -3.6% | 0.709% | |
10/11/2023 | Stonehearth Capital Management LLC | 57,736 | $3.90M | 2.1% | +5.7% | 1.451% | |
10/11/2023 | CWM LLC | 1,628 | $110K | 0.0% | +261.8% | 0.041% | |
10/10/2023 | WealthCare Investment Partners LLC | 11,183 | $725K | 0.4% | +7.4% | 0.281% | |
10/10/2023 | Founders Capital Management | 753 | $51K | 0.0% | -75.3% | 0.019% | |
8/21/2023 | VisionPoint Advisory Group LLC | 540 | $46K | 0.0% | N/A | 0.014% | |
8/21/2023 | Osaic Holdings Inc. | 4,550 | $385K | 0.0% | +24.6% | 0.114% | |
8/16/2023 | CreativeOne Wealth LLC | 29,288 | $2.48M | 0.1% | +1.7% | 0.736% | |
8/15/2023 | Wells Fargo & Company MN | 10,802 | $914K | 0.0% | +14.1% | 0.271% | |
8/15/2023 | Harbour Investments Inc. | 3,227 | $273K | 0.0% | -9.3% | 0.081% | |
8/15/2023 | Captrust Financial Advisors | 3,688 | $312K | 0.0% | N/A | 0.093% | |
8/15/2023 | Royal Bank of Canada | 12,034 | $1.02M | 0.0% | +59.1% | 0.302% | |
8/15/2023 | Banco Santander S.A. | 3,090 | $261K | 0.0% | -14.9% | 0.078% | |
8/15/2023 | Citadel Advisors LLC | 4,850 | $410K | 0.0% | N/A | 0.122% | |
8/14/2023 | Tower Research Capital LLC TRC | 10,766 | $911K | 0.0% | N/A | 0.271% | |
8/14/2023 | MML Investors Services LLC | 20,699 | $1.75M | 0.0% | +3.5% | 0.520% | |
8/11/2023 | Kestra Advisory Services LLC | 3,018 | $255K | 0.0% | N/A | 0.076% | |
8/11/2023 | PNC Financial Services Group Inc. | 1,624 | $137K | 0.0% | -17.7% | 0.041% | |
8/10/2023 | Osaic Holdings Inc. | 4,550 | $385K | 0.0% | +24.6% | 0.114% | |
8/10/2023 | GeoWealth Management LLC | 4,158 | $352K | 0.0% | +11.4% | 0.104% | |
8/10/2023 | Commonwealth Equity Services LLC | 24,071 | $2.04M | 0.0% | -16.5% | 0.605% | |
8/10/2023 | Private Advisor Group LLC | 3,682 | $312K | 0.0% | -17.9% | 0.093% | |
8/10/2023 | Cetera Advisor Networks LLC | 19,664 | $1.66M | 0.0% | +12.0% | 0.494% | |
8/10/2023 | Cetera Investment Advisers | 10,643 | $901K | 0.0% | +12.2% | 0.267% | |
8/9/2023 | Coastal Investment Advisors Inc. | 400 | $34K | 0.0% | N/A | 0.010% | |
8/8/2023 | Concord Wealth Partners | 10,124 | $857K | 0.2% | +8.3% | 0.254% | |
8/4/2023 | Envestnet Asset Management Inc. | 15,831 | $1.34M | 0.0% | +8.5% | 0.398% | |
8/4/2023 | U.S. Capital Wealth Advisors LLC | 3,113 | $263K | 0.0% | -50.9% | 0.078% | |
8/3/2023 | Optimum Investment Advisors | 418 | $35K | 0.0% | -80.7% | 0.011% | |
8/3/2023 | Tobias Financial Advisors Inc. | 5,384 | $456K | 0.1% | N/A | 0.135% | |
8/3/2023 | Eagle Strategies LLC | 18,795 | $1.59M | 0.4% | -1.1% | 0.472% | |
8/2/2023 | Archford Capital Strategies LLC | 6,838 | $591K | 0.1% | -2.7% | 0.167% | |
8/2/2023 | Bank of Montreal Can | 701 | $61K | 0.0% | N/A | 0.017% | |
8/1/2023 | USAdvisors Wealth Management LLC | 7,685 | $652K | 0.3% | +28.3% | 0.187% | |
8/1/2023 | Spinnaker Trust | 2,785 | $236K | 0.0% | N/A | 0.068% | |
7/31/2023 | LPL Financial LLC | 158,785 | $13.44M | 0.0% | +0.8% | 3.873% | |
7/31/2023 | Seven Springs Wealth Group LLC | 13,812 | $1.17M | 0.6% | +1.3% | 0.337% | |
7/28/2023 | First Republic Investment Management Inc. | 4,775 | $404K | 0.0% | -9.2% | 0.116% | |
7/26/2023 | CENTRAL TRUST Co | 1,156 | $98K | 0.0% | -9.5% | 0.028% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 3,173 | $268K | 0.0% | +4.3% | 0.077% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 46,979 | $3.98M | 0.0% | -25.9% | 1.146% | |
A.I. Pioneer Issues Urgent Warning to Americans (Ad) According to one early A.I. pioneer:
“You can either use this as an unfair advantage to grow your wealth, or you can let it ravage your retirement savings. There’s no middle option.” Click here to learn more while there’s still time. |
7/25/2023 | Raymond James & Associates | 2,747 | $232K | 0.0% | +8.6% | 0.067% | |
7/20/2023 | Csenge Advisory Group | 2,432 | $206K | 0.0% | N/A | 0.059% | |
7/13/2023 | WealthCare Investment Partners LLC | 10,417 | $875K | 0.5% | -6.6% | 0.254% | |
7/12/2023 | Independent Wealth Network Inc. | 3,721 | $315K | 0.2% | -4.2% | 0.091% | |
7/7/2023 | Founders Capital Management | 3,049 | $258K | 0.2% | -32.0% | 0.074% | |
7/6/2023 | Stonehearth Capital Management LLC | 54,634 | $4.62M | 2.4% | +2.1% | 1.333% | |
5/22/2023 | Ameriprise Financial Inc. | 2,315 | $201K | 0.0% | N/A | 0.056% | |
5/18/2023 | JPMorgan Chase & Co. | 2,280 | $198K | 0.0% | N/A | 0.056% | |
5/17/2023 | Advisory Services Network LLC | 985 | $85K | 0.0% | -48.0% | 0.024% | |
5/16/2023 | Susquehanna International Group LLP | 4,913 | $426K | 0.0% | -25.6% | 0.120% | |