11/15/2023 | Royal Bank of Canada | 18,141 | $519K | 0.0% | -51.0% | 0.583% | |
11/14/2023 | PGIM Custom Harvest LLC | 26,082 | $746K | 0.0% | -19.1% | 0.839% | |
11/13/2023 | LPL Financial LLC | 115,206 | $3.30M | 0.0% | +4.7% | 3.704% | |
11/9/2023 | Collaborative Wealth Managment Inc. | 27,801 | $796K | 0.5% | -8.7% | 0.894% | |
11/9/2023 | UBS Group AG | 12,006 | $344K | 0.0% | +9.4% | 0.386% | |
11/3/2023 | Private Advisor Group LLC | 24,778 | $709K | 0.0% | +7.8% | 0.797% | |
|
10/26/2023 | Interactive Financial Advisors Inc. | 27,430 | $785K | 0.5% | -2.7% | 0.882% | |
10/25/2023 | Oxinas Partners Wealth Management LLC | 102,300 | $2.93M | 2.2% | -3.7% | 3.289% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 77,236 | $2.21M | 0.0% | -80.5% | 2.483% | |
10/24/2023 | Raymond James & Associates | 9,048 | $259K | 0.0% | N/A | 0.291% | |
10/13/2023 | SignalPoint Asset Management LLC | 30,479 | $872K | 0.2% | +3.3% | 0.980% | |
10/12/2023 | IFP Advisors Inc | 251,742 | $7.21M | 0.3% | +21,490.2% | 8.095% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 35,625 | $1.02M | 0.0% | -69.4% | 1.145% | |
10/10/2023 | Fortem Financial Group LLC | 67,118 | $1.92M | 1.1% | +8.6% | 2.158% | |
8/21/2023 | Osaic Holdings Inc. | 36,607 | $1.15M | 0.0% | -57.4% | 1.177% | |
8/15/2023 | Wells Fargo & Company MN | 57,176 | $1.79M | 0.0% | +0.7% | 1.838% | |
8/15/2023 | Goldman Sachs Group Inc. | 9,127 | $285K | 0.0% | N/A | 0.293% | |
8/15/2023 | Royal Bank of Canada | 36,993 | $1.16M | 0.0% | -18.5% | 1.189% | |
8/14/2023 | IFP Advisors Inc | 1,166 | $36K | 0.0% | -99.3% | 0.037% | |
8/14/2023 | Eqis Capital Management Inc. | 10,081 | $315K | 0.0% | -57.0% | 0.324% | |
8/11/2023 | Baird Financial Group Inc. | 58,983 | $1.85M | 0.0% | +4.6% | 1.897% | |
8/10/2023 | Osaic Holdings Inc. | 36,607 | $1.15M | 0.0% | -57.4% | 1.177% | |
8/10/2023 | GeoWealth Management LLC | 53,259 | $1.67M | 0.2% | -63.8% | 1.713% | |
8/10/2023 | Private Advisor Group LLC | 22,975 | $719K | 0.0% | -16.5% | 0.739% | |
8/8/2023 | Geneos Wealth Management Inc. | 4,406 | $138K | 0.0% | -7.8% | 0.130% | |
8/4/2023 | IFP Advisors Inc | 1,166 | $31K | 0.0% | -99.3% | 0.034% | |
8/1/2023 | Interactive Financial Advisors Inc. | 28,193 | $882K | 0.6% | -1.2% | 0.834% | |
7/31/2023 | LPL Financial LLC | 110,020 | $3.44M | 0.0% | +8.1% | 3.255% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 395,958 | $12.39M | 0.0% | +28.1% | 11.715% | |
7/18/2023 | Fortem Financial Group LLC | 61,786 | $1.93M | 1.1% | -7.9% | 1.828% | |
7/17/2023 | Wealthcare Advisory Partners LLC | 116,386 | $3.64M | 0.2% | -49.9% | 3.443% | |
7/14/2023 | Oxinas Partners Wealth Management LLC | 106,273 | $3.32M | 2.2% | -17.5% | 3.144% | |
7/12/2023 | SignalPoint Asset Management LLC | 29,519 | $923K | 0.3% | +4.8% | 0.873% | |
5/16/2023 | Susquehanna International Group LLP | 13,683 | $419K | 0.0% | N/A | 0.405% | |
5/16/2023 | Belpointe Asset Management LLC | 3,174 | $97K | 0.0% | +459.8% | 0.094% | |
5/15/2023 | PGIM Custom Harvest LLC | 36,025 | $1.10M | 0.0% | +4.4% | 1.066% | |
5/12/2023 | GeoWealth Management LLC | 147,193 | $4.51M | 0.5% | +13.8% | 4.355% | |
5/12/2023 | UBS Group AG | 11,940 | $366K | 0.0% | +28.6% | 0.353% | |
5/10/2023 | Private Advisor Group LLC | 27,531 | $844K | 0.0% | N/A | 0.815% | |
5/10/2023 | LPL Financial LLC | 101,739 | $3.12M | 0.0% | -15.8% | 3.010% | |
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5/8/2023 | Collaborative Wealth Managment Inc. | 31,448 | $964K | 0.6% | +1.9% | 0.930% | |
5/8/2023 | Global Retirement Partners LLC | 11,920 | $360K | 0.0% | +4.7% | 0.353% | |
5/5/2023 | Truist Financial Corp | 12,489 | $383K | 0.0% | +2.7% | 0.369% | |
5/5/2023 | Capital Analysts LLC | 23,185 | $711K | 0.0% | +3.1% | 0.686% | |
5/4/2023 | Wealthcare Advisory Partners LLC | 232,479 | $7.13M | 0.3% | +34.9% | 6.878% | |
5/3/2023 | Aspire Private Capital LLC | 760 | $23.29B | 0.0% | N/A | 0.022% | |
4/27/2023 | Interactive Financial Advisors Inc. | 28,527 | $874K | 0.6% | +6.2% | 0.844% | |
4/26/2023 | James Investment Research Inc. | 22,213 | $681K | 0.1% | -5.6% | 0.657% | |
4/21/2023 | Fortem Financial Group LLC | 67,083 | $2.06M | 1.3% | -16.3% | 1.985% | |
4/18/2023 | IFP Advisors Inc | 174,316 | $4.65M | 0.2% | +11,963.4% | 5.157% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 309,180 | $9.48M | 0.0% | +520.5% | 9.147% | |
4/14/2023 | SignalPoint Asset Management LLC | 28,164 | $863K | 0.3% | +7.5% | 0.833% | |
4/12/2023 | Oxinas Partners Wealth Management LLC | 128,779 | $3.95M | 2.8% | -1.0% | 3.810% | |
4/12/2023 | Private Trust Co. NA | 2,937 | $90K | 0.0% | N/A | 0.087% | |
4/11/2023 | Walker Asset Management LLC | 9,651 | $296K | 0.3% | +5.4% | 0.286% | |
4/10/2023 | Sound Income Strategies LLC | 43,480 | $1.33M | 0.1% | +8.7% | 1.286% | |
3/28/2023 | Prostatis Group LLC | 22,777 | $25K | 0.0% | N/A | 0.735% | |
3/23/2023 | Prostatis Group LLC | 22,777 | $25K | 0.0% | N/A | 0.735% | |
2/17/2023 | Truist Financial Corp | 12,163 | $374K | 0.0% | -4.1% | 0.384% | |
2/16/2023 | CreativeOne Wealth LLC | 8,277 | $254K | 0.0% | N/A | 0.261% | |
2/16/2023 | Resurgent Financial Advisors LLC | 1,000 | $31K | 0.0% | N/A | 0.032% | |
2/15/2023 | Jane Street Group LLC | 15,861 | $488K | 0.0% | N/A | 0.500% | |
2/15/2023 | Morgan Stanley | 137,028 | $4.21M | 0.0% | +6.3% | 4.323% | |
2/15/2023 | Eqis Capital Management Inc. | 42,346 | $1.30M | 0.1% | -2.3% | 1.336% | |
2/13/2023 | First Republic Investment Management Inc. | 83,491 | $2.57M | 0.0% | -84.8% | 2.634% | |
2/13/2023 | GeoWealth Management LLC | 129,308 | $3.98M | 0.4% | +56.2% | 4.079% | |
2/13/2023 | Baird Financial Group Inc. | 53,365 | $1.64M | 0.0% | +11.0% | 1.683% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 172,373 | $5.30M | 0.3% | +28.6% | 5.438% | |
2/13/2023 | Wells Fargo & Company MN | 87,978 | $2.71M | 0.0% | -42.6% | 2.775% | |
2/10/2023 | Bank of America Corp DE | 11,814 | $363K | 0.0% | -14.1% | 0.373% | |
2/10/2023 | Collaborative Wealth Managment Inc. | 30,874 | $949K | 0.6% | +29.1% | 0.974% | |
2/10/2023 | Advisor Group Holdings Inc. | 86,023 | $2.64M | 0.0% | +10.9% | 2.714% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 49,825 | $1.53M | 0.0% | +43.7% | 1.572% | |
2/8/2023 | Interactive Financial Advisors | 26,858 | $826K | 0.5% | +21.3% | 0.847% | |
2/8/2023 | UBS Group AG | 9,283 | $285K | 0.0% | +49.7% | 0.293% | |
2/8/2023 | Capital Analysts LLC | 22,485 | $691K | 0.0% | -4.3% | 0.709% | |
2/8/2023 | Prime Capital Investment Advisors LLC | 85,701 | $2.64M | 0.1% | N/A | 2.704% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 13,388 | $412K | 0.0% | -6.0% | 0.422% | |
2/7/2023 | LPL Financial LLC | 120,847 | $3.72M | 0.0% | +100.1% | 3.812% | |
2/7/2023 | IFP Advisors Inc | 1,445 | $43K | 0.0% | -99.2% | 0.046% | |
2/3/2023 | Spire Wealth Management | 71,109 | $2.19M | 0.1% | -2.4% | 2.243% | |
1/31/2023 | Geneos Wealth Management Inc. | 4,788 | $147K | 0.0% | +13.3% | 0.151% | |
1/30/2023 | James Investment Research Inc. | 23,530 | $724K | 0.1% | -2.5% | 0.742% | |
1/18/2023 | Oxinas Partners Wealth Management LLC | 130,130 | $4.00M | 3.4% | -5.0% | 4.079% | |
1/17/2023 | Fortem Financial Group LLC | 80,125 | $2.46M | 1.4% | -15.5% | 2.512% | |
1/11/2023 | Sound Income Strategies LLC | 40,017 | $1.23M | 0.2% | +33.4% | 1.216% | |
11/16/2022 | Baird Financial Group Inc. | 48,064 | $1.44M | 0.0% | +1.1% | 1.430% | |
11/15/2022 | Citadel Advisors LLC | 9,058 | $271K | 0.0% | -57.9% | 0.247% | |
11/14/2022 | Royal Bank of Canada | 22,015 | $659K | 0.0% | -23.5% | 0.600% | |
11/14/2022 | Pictet Asset Management SA | 62,367 | $1.87M | 0.0% | +65.0% | 1.699% | |
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. |
11/10/2022 | UBS Group AG | 6,202 | $186K | 0.0% | +7.3% | 0.169% | |
11/7/2022 | Spire Wealth Management | 72,829 | $2.18M | 0.1% | -20.3% | 1.984% | |
11/4/2022 | Prudential Financial Inc. | 20,734 | $708K | 0.0% | -3.9% | 0.565% | |
11/4/2022 | First Republic Investment Management Inc. | 549,062 | $16.44M | 0.0% | -7.9% | 14.961% | |
11/3/2022 | Global Retirement Partners LLC | 11,149 | $344K | 0.0% | +30.0% | 0.304% | |
11/1/2022 | Fortem Financial Group LLC | 94,851 | $2.84M | 2.0% | -9.4% | 2.584% | |
10/31/2022 | James Investment Research Inc. | 24,125 | $722K | 0.1% | -57.3% | 0.643% | |
10/27/2022 | SignalPoint Asset Management LLC | 26,030 | $779K | 0.3% | +1.7% | 0.694% | |
10/27/2022 | Money Concepts Capital Corp | 5,293 | $158K | 0.0% | +70.9% | 0.141% | |
10/26/2022 | Truist Financial Corp | 12,678 | $434K | 0.0% | N/A | 0.338% | |