4/24/2024 | Spire Wealth Management | 23,096 | $1.15M | 0.0% | -7.6% | 0.067% | |
4/23/2024 | Fifth Third Bancorp | 789 | $39K | 0.0% | N/A | 0.002% | |
4/22/2024 | Drive Wealth Management LLC | 26,126 | $1.30M | 0.4% | +19.5% | 0.076% | |
4/20/2024 | KWB Wealth | 68,821 | $3.42M | 0.5% | -72.3% | 0.199% | |
4/19/2024 | RTD Financial Advisors Inc. | 158,794 | $7.88M | 1.1% | -1.2% | 0.459% | |
4/19/2024 | Cornerstone Wealth Management LLC | 32,359 | $1.61M | 0.1% | +9.0% | 0.094% | |
|
4/18/2024 | Verum Partners LLC | 65,048 | $3.23M | 1.1% | -2.2% | 0.188% | |
4/18/2024 | Woodmont Investment Counsel LLC | 1,400 | $70K | 0.0% | N/A | 0.004% | |
4/18/2024 | Breakwater Capital Group | 68,554 | $3.40M | 0.9% | +1.4% | 0.198% | |
4/18/2024 | Arlington Financial Advisors LLC | 182,661 | $9.07M | 2.0% | -1.0% | 0.528% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 50,439 | $2.50M | 0.0% | +71.3% | 0.146% | |
4/15/2024 | Atlas Capital Advisors LLC | 25,453 | $1.26M | 0.2% | -3.7% | 0.074% | |
4/15/2024 | Flagstar Advisors Inc. | 16,868 | $838K | 0.2% | +50.4% | 0.049% | |
4/13/2024 | Retirement Planning Group LLC | 82,102 | $4.08M | 0.3% | -0.4% | 0.237% | |
4/12/2024 | Charles Schwab Trust Co | 303,542 | $15.07M | 1.4% | -3.1% | 0.877% | |
4/11/2024 | Paragon Capital Management Ltd | 7,111 | $353K | 0.1% | N/A | 0.020% | |
4/10/2024 | Johnson & White Wealth Management LLC | 263,061 | $13.06M | 9.5% | +11.4% | 0.748% | |
4/9/2024 | Lowe Wealth Advisors LLC | 14,741 | $732K | 0.3% | -1.8% | 0.042% | |
2/26/2024 | Integrated Advisors Network LLC | 25,292 | $1.20M | 0.1% | +5.8% | 0.072% | |
2/13/2024 | Oppenheimer & Co. Inc. | 23,245 | $1.10M | 0.0% | +1.8% | 0.066% | |
2/13/2024 | Belpointe Asset Management LLC | 20,000 | $948K | 0.1% | N/A | 0.057% | |
2/12/2024 | Fiduciary Trust Co | 11,629 | $551K | 0.0% | N/A | 0.033% | |
2/12/2024 | Parallel Advisors LLC | 5,261 | $249K | 0.0% | -7.7% | 0.015% | |
2/12/2024 | Fortis Capital Advisors LLC | 20,000 | $948K | 0.5% | N/A | 0.057% | |
2/9/2024 | Johnson Financial Group Inc. | 798 | $38K | 0.0% | +305.1% | 0.002% | |
2/9/2024 | Orion Portfolio Solutions LLC | 10,099 | $478K | 0.0% | -12.6% | 0.029% | |
2/9/2024 | US Bancorp DE | 73,472 | $3.48M | 0.0% | -11.4% | 0.209% | |
2/9/2024 | Corient Private Wealth LLC | 611,310 | $28.97M | 0.1% | +0.5% | 1.739% | |
2/9/2024 | Wells Fargo & Company MN | 313,118 | $14.84M | 0.0% | -5.2% | 0.891% | |
2/8/2024 | Financial Advocates Investment Management | 44,674 | $2.13M | 0.1% | -12.4% | 0.127% | |
2/8/2024 | Advisor OS LLC | 26,311 | $1.25M | 0.2% | +9.8% | 0.075% | |
2/7/2024 | Avantax Advisory Services Inc. | 12,963 | $614K | 0.0% | -2.9% | 0.037% | |
2/7/2024 | JFS Wealth Advisors LLC | 14,714 | $697K | 0.1% | -4.1% | 0.042% | |
2/7/2024 | NBC Securities Inc. | 1,549 | $73K | 0.0% | N/A | 0.004% | |
2/6/2024 | Charles Schwab Investment Advisory Inc. | 11,838,920 | $561.09M | 0.8% | +1.9% | 33.681% | |
2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 7,155 | $339K | 0.0% | +26.6% | 0.020% | |
2/6/2024 | Private Advisor Group LLC | 10,697 | $507K | 0.0% | -32.1% | 0.030% | |
2/6/2024 | Spire Wealth Management | 24,984 | $1.15M | 0.0% | +10.7% | 0.071% | |
2/6/2024 | Avidian Wealth Solutions LLC | 5,607 | $266K | 0.0% | -31.5% | 0.016% | |
2/5/2024 | Savant Capital LLC | 15,846 | $751K | 0.0% | -22.6% | 0.045% | |
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2/3/2024 | Cedar Point Capital Partners LLC | 27,324 | $1.30M | 1.1% | N/A | 0.078% | |
2/2/2024 | Callan Capital LLC | 132,523 | $6.28M | 0.6% | -7.8% | 0.377% | |
2/1/2024 | Larson Financial Group LLC | 837 | $40K | 0.0% | -63.8% | 0.002% | |
2/1/2024 | Foster & Motley Inc. | 16,512 | $783K | 0.1% | -4.4% | 0.047% | |
1/31/2024 | Red Tortoise LLC | 38,155 | $1.81M | 1.0% | +0.7% | 0.109% | |
1/31/2024 | Archer Investment Corp | 64,018 | $3.03M | 1.0% | -2.6% | 0.182% | |
1/29/2024 | McNamara Financial Services Inc. | 6,325 | $300K | 0.1% | N/A | 0.018% | |
1/26/2024 | Cerity Partners LLC | 20,619 | $977K | 0.0% | +132.2% | 0.059% | |
1/26/2024 | Geneos Wealth Management Inc. | 8,880 | $421K | 0.0% | -7.8% | 0.025% | |
1/24/2024 | Arlington Trust Co LLC | 565 | $27K | 0.0% | N/A | 0.002% | |
1/24/2024 | Private Trust Co. NA | 650 | $31K | 0.0% | -52.5% | 0.002% | |
1/24/2024 | Breakwater Capital Group | 67,585 | $3.13M | 0.9% | +1.1% | 0.192% | |
1/22/2024 | Drive Wealth Management LLC | 21,859 | $1.04M | 0.3% | +13.6% | 0.062% | |
1/19/2024 | Foster Victor Wealth Advisors LLC | 86,959 | $4.11M | 0.4% | -8.0% | 0.247% | |
1/19/2024 | Flagstar Advisors Inc. | 11,212 | $531K | 0.2% | N/A | 0.032% | |
1/18/2024 | Chilton Capital Management LLC | 1,040 | $49K | 0.0% | -24.4% | 0.003% | |
1/18/2024 | Blue Trust Inc. | 3,308 | $144K | 0.0% | +376.0% | 0.009% | |
1/18/2024 | Verum Partners LLC | 66,523 | $3.15M | 1.2% | -6.4% | 0.189% | |
1/17/2024 | Johnson & White Wealth Management LLC | 236,168 | $11.19M | 9.3% | +0.8% | 0.672% | |
1/17/2024 | RTD Financial Advisors Inc. | 160,768 | $7.62M | 1.1% | -0.9% | 0.457% | |
1/16/2024 | HBW Advisory Services LLC | 4,447 | $211K | 0.0% | -5.5% | 0.013% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 9,370 | $444K | 0.0% | -52.5% | 0.027% | |
1/16/2024 | Prairiewood Capital LLC | 14,700 | $697K | 0.4% | -3.8% | 0.042% | |
1/16/2024 | Retirement Planning Group LLC | 82,402 | $3.91M | 0.3% | -9.9% | 0.234% | |
1/11/2024 | Aries Wealth Management | 20,061 | $951K | 0.3% | +9.5% | 0.057% | |
1/11/2024 | KWB Wealth | 248,085 | $11.76M | 1.7% | +46.3% | 0.706% | |
1/10/2024 | Cornerstone Wealth Management LLC | 29,689 | $1.41M | 0.1% | +13.8% | 0.084% | |
1/10/2024 | Charles Schwab Trust Co | 313,214 | $14.84M | 1.5% | +3.5% | 0.891% | |
1/9/2024 | Arlington Financial Advisors LLC | 184,537 | $8.75M | 2.6% | +1.5% | 0.525% | |
1/5/2024 | Lowe Wealth Advisors LLC | 15,006 | $711K | 0.4% | +4.2% | 0.043% | |
11/16/2023 | Integrated Advisors Network LLC | 23,910 | $1.04M | 0.1% | +4.0% | 0.068% | |
11/15/2023 | Scotia Capital Inc. | 11,461 | $499K | 0.0% | -17.8% | 0.033% | |
11/15/2023 | Shakespeare Wealth Management Inc. | 41,389 | $1.80M | 0.6% | +2.1% | 0.118% | |
11/15/2023 | Glenmede Trust Co. NA | 66,756 | $2.91M | 0.0% | +1.1% | 0.190% | |
11/14/2023 | Three Bridge Wealth Advisors LLC | 24,683 | $1.07M | 0.4% | +7.9% | 0.070% | |
11/13/2023 | Mariner LLC | 29,755 | $1.30M | 0.0% | +5.1% | 0.085% | |
11/13/2023 | LPL Financial LLC | 682,312 | $29.70M | 0.0% | +24.6% | 1.941% | |
11/13/2023 | Rathbones Group PLC | 14,600 | $636K | 0.0% | N/A | 0.042% | |
11/13/2023 | Cambria Investment Management L.P. | 6,418 | $279K | 0.0% | -3.7% | 0.018% | |
11/13/2023 | Invesco Ltd. | 4,621,159 | $201.16M | 0.1% | -2.2% | 13.147% | |
11/13/2023 | Envestnet Asset Management Inc. | 309,169 | $13.46M | 0.0% | +21.3% | 0.880% | |
11/9/2023 | Hardy Reed LLC | 7,923 | $345K | 0.1% | N/A | 0.023% | |
11/9/2023 | UBS Group AG | 69,947 | $3.05M | 0.0% | +3.9% | 0.199% | |
11/8/2023 | HighTower Advisors LLC | 77,182 | $3.36M | 0.0% | +5.3% | 0.220% | |
11/8/2023 | Charles Schwab Investment Advisory Inc. | 11,618,335 | $505.75M | 0.8% | -2.5% | 33.054% | |
11/8/2023 | Archer Investment Corp | 65,736 | $2.86M | 1.0% | +0.9% | 0.187% | |
11/8/2023 | Spire Wealth Management | 22,574 | $983K | 0.0% | +46.2% | 0.064% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 42,686 | $1.86M | 0.0% | +3.2% | 0.121% | |
11/7/2023 | Savant Capital LLC | 20,461 | $891K | 0.0% | +2.1% | 0.058% | |
11/7/2023 | Cornerstone Wealth Management LLC | 26,087 | $1.14M | 0.1% | +13.4% | 0.074% | |
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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! |
11/6/2023 | Lincoln National Corp | 11,237 | $489K | 0.0% | -2.8% | 0.032% | |
11/6/2023 | Breakwater Capital Group | 66,852 | $2.84M | 1.0% | +1.2% | 0.190% | |
11/4/2023 | Corient Private Wealth LLC | 608,251 | $26.48M | 0.1% | -0.4% | 1.730% | |
11/3/2023 | Larson Financial Group LLC | 2,311 | $101K | 0.0% | +3,568.3% | 0.007% | |
11/3/2023 | Private Advisor Group LLC | 15,760 | $686K | 0.0% | -18.6% | 0.045% | |
11/3/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 5,650 | $246K | 0.0% | +4.3% | 0.016% | |
11/3/2023 | Advisor OS LLC | 23,956 | $1.04M | 0.2% | +2.9% | 0.068% | |
11/3/2023 | Arlington Financial Advisors LLC | 181,854 | $7.92M | 2.8% | -1.5% | 0.517% | |
11/2/2023 | JFS Wealth Advisors LLC | 15,339 | $668K | 0.1% | -6.0% | 0.044% | |
11/2/2023 | Red Tortoise LLC | 37,894 | $1.65M | 1.1% | +0.7% | 0.108% | |