4/26/2024 | Schmidt P J Investment Management Inc. | 12,196 | $314K | 0.1% | N/A | 0.055% | |
4/24/2024 | Krilogy Financial LLC | 1,063,930 | $27.41M | 2.1% | +19.1% | 4.810% | |
4/24/2024 | Simplicity Wealth LLC | 159,745 | $4.12M | 0.1% | N/A | 0.722% | |
4/24/2024 | Essex Financial Services Inc. | 63,190 | $1.63M | 0.2% | +54.3% | 0.286% | |
4/23/2024 | Swisher Financial Concepts Inc. | 18,039 | $457K | 0.4% | +12.2% | 0.082% | |
4/22/2024 | Family Investment Center Inc. | 259,026 | $6.67M | 2.2% | +16.3% | 1.171% | |
|
4/18/2024 | Bridgewealth Advisory Group LLC | 523,465 | $13.48M | 6.6% | +79.2% | 2.366% | |
4/17/2024 | Strata Wealth Advisors LLC | 201,682 | $5.20M | 1.8% | -2.4% | 0.912% | |
4/16/2024 | Pasadena Private Wealth LLC | 15,825 | $408K | 0.1% | +16.8% | 0.072% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 392,239 | $10.10M | 0.0% | +96.3% | 1.773% | |
4/16/2024 | ERn Financial LLC | 20,385 | $525K | 0.1% | +22.0% | 0.092% | |
4/15/2024 | Future Financial Wealth Managment LLC | 4,187 | $108K | 0.1% | N/A | 0.019% | |
4/15/2024 | RMR Wealth Builders | 24,227 | $624K | 0.1% | +42.4% | 0.110% | |
4/15/2024 | Elevated Capital Advisors LLC | 17,457 | $450K | 0.1% | N/A | 0.079% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 101,451 | $2.61M | 0.1% | N/A | 3.572% | |
4/12/2024 | Financial Synergies Wealth Advisors Inc. | 4,296 | $111K | 0.0% | N/A | 0.151% | |
4/11/2024 | SignalPoint Asset Management LLC | 8,000 | $206K | 0.1% | N/A | 0.282% | |
4/9/2024 | Richard P Slaughter Associates Inc | 53,159 | $1.37M | 0.3% | +20.3% | 1.872% | |
2/13/2024 | Trademark Financial Management LLC | 27,185 | $698K | 0.5% | N/A | 0.957% | |
2/12/2024 | Parallel Advisors LLC | 62,879 | $1.61M | 0.0% | N/A | 2.214% | |
2/12/2024 | Hilltop Holdings Inc. | 52,002 | $1.34M | 0.2% | +1.6% | 1.831% | |
2/12/2024 | Beta Wealth Group Inc. | 486,350 | $12.48M | 6.5% | N/A | 17.125% | |
2/8/2024 | First Heartland Consultants Inc. | 179,871 | $4.62M | 0.6% | +3.2% | 6.333% | |
2/8/2024 | CarsonAllaria Wealth Management Ltd. | 27,073 | $695K | 0.5% | N/A | 0.953% | |
2/6/2024 | RMR Wealth Builders | 17,010 | $437K | 0.1% | N/A | 0.599% | |
2/6/2024 | Private Advisor Group LLC | 128,709 | $3.30M | 0.0% | N/A | 4.532% | |
2/6/2024 | Gallacher Capital Management LLC | 81,840 | $2.10M | 1.2% | N/A | 2.882% | |
2/6/2024 | TCG Advisory Services LLC | 10,960 | $281K | 0.0% | N/A | 0.386% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 16,100 | $413K | 0.0% | -7.5% | 0.567% | |
2/6/2024 | Aveo Capital Partners LLC | 373,081 | $9.58M | 1.2% | -4.6% | 13.137% | |
2/6/2024 | Essex Financial Services Inc. | 40,960 | $1.05M | 0.1% | +215.6% | 1.442% | |
2/5/2024 | Bridgewealth Advisory Group LLC | 292,126 | $7.50M | 5.7% | +839.6% | 10.286% | |
2/2/2024 | Delta Investment Management LLC | 31,325 | $804K | 0.2% | +76.8% | 1.103% | |
2/2/2024 | Atria Wealth Solutions Inc. | 17,146 | $440K | 0.0% | N/A | 0.604% | |
2/1/2024 | Parkside Financial Bank & Trust | 3,786 | $97K | 0.0% | N/A | 0.133% | |
2/1/2024 | Kelman Lazarov Inc. | 40,587 | $1.04M | 0.2% | N/A | 1.429% | |
2/1/2024 | Northwest Capital Management Inc | 20,704 | $531K | 0.2% | N/A | 0.729% | |
2/1/2024 | CWM LLC | 20,704 | $531K | 0.0% | N/A | 0.729% | |
2/1/2024 | Strata Wealth Advisors LLC | 206,711 | $5.31M | 2.1% | +536.7% | 7.279% | |
1/30/2024 | Prosperity Wealth Management Inc. | 21,823 | $560K | 0.4% | N/A | 0.768% | |
The Hard Truth About Investing For Retirement (Ad) Here’s the cold, hard truth about investing:
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! |
1/30/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 9,259 | $238K | 0.0% | N/A | 0.326% | |
1/29/2024 | Altus Wealth Group LLC | 11,940 | $306K | 0.2% | N/A | 0.420% | |
1/29/2024 | Simplicity Solutions LLC | 114,745 | $2.95M | 0.1% | +1.0% | 4.040% | |
1/26/2024 | Krilogy Financial LLC | 893,042 | $22.92M | 2.0% | +1,063.1% | 31.445% | |
1/26/2024 | Financial Connections Group Inc. | 17,783 | $456K | 0.3% | +7.0% | 0.626% | |
1/25/2024 | RFG Advisory LLC | 13,602 | $349K | 0.0% | N/A | 0.479% | |
1/25/2024 | Bleakley Financial Group LLC | 114,745 | $2.95M | 0.1% | +1.0% | 4.040% | |
1/24/2024 | Pinnacle Wealth Management LLC | 9,987 | $256K | 0.3% | -6.8% | 0.352% | |
1/24/2024 | Walkner Condon Financial Advisors LLC | 38,875 | $998K | 0.2% | N/A | 1.369% | |
1/22/2024 | Great Point Wealth Advisors LLC | 57,614 | $1.48M | 0.4% | +7.7% | 2.029% | |
1/19/2024 | ERn Financial LLC | 16,708 | $426K | 0.1% | N/A | 0.588% | |
1/17/2024 | Family Investment Center Inc. | 222,755 | $5.72M | 2.9% | +188.2% | 7.843% | |
1/16/2024 | Sanchez Wealth Management Group | 655,403 | $16.82M | 6.1% | N/A | 23.078% | |
1/16/2024 | Eclectic Associates Inc. ADV | 53,060 | $1.36M | 0.7% | N/A | 1.868% | |
1/12/2024 | Mutual Advisors LLC | 14,057 | $361K | 0.0% | N/A | 0.495% | |
1/12/2024 | Carl Stuart Investment Advisor Inc. | 40,940 | $1.05M | 0.7% | N/A | 1.442% | |
1/11/2024 | Pasadena Private Wealth LLC | 13,552 | $348K | 0.1% | N/A | 0.477% | |
1/11/2024 | Wealth Alliance Advisory Group LLC | 625,310 | $16.05M | 4.2% | +6.8% | 22.018% | |
1/8/2024 | Richard P Slaughter Associates Inc | 44,206 | $1.14M | 0.3% | +20.9% | 1.557% | |
11/16/2023 | Essex Financial Services Inc. | 12,978 | $317K | 0.0% | N/A | 0.457% | |
11/9/2023 | First Heartland Consultants Inc. | 174,361 | $4.26M | 0.5% | N/A | 6.139% | |
11/9/2023 | Bridgewealth Advisory Group LLC | 31,090 | $760K | 0.9% | N/A | 1.095% | |
11/8/2023 | HighTower Advisors LLC | 11,015 | $269K | 0.0% | +37.7% | 0.388% | |
11/8/2023 | Element Wealth LLC | 1,009 | $25K | 0.0% | N/A | 0.036% | |
11/6/2023 | Aveo Capital Partners LLC | 391,245 | $9.56M | 1.3% | N/A | 13.776% | |
11/6/2023 | Financial Connections Group Inc. | 16,623 | $406K | 0.5% | N/A | 0.585% | |
11/1/2023 | Krilogy Financial LLC | 76,780 | $1.88M | 0.2% | N/A | 2.704% | |
10/26/2023 | Strata Wealth Advisors LLC | 32,467 | $793K | 0.4% | N/A | 1.143% | |
10/20/2023 | U.S. Capital Wealth Advisors LLC | 17,400 | $425K | 0.0% | N/A | 0.613% | |
10/19/2023 | Simplicity Solutions LLC | 113,606 | $2.78M | 0.1% | N/A | 4.000% | |
10/13/2023 | Great Point Wealth Advisors LLC | 53,483 | $1.31M | 0.4% | N/A | 1.883% | |
10/10/2023 | Wealth Alliance Advisory Group LLC | 585,531 | $14.31M | 4.2% | N/A | 20.617% | |
10/10/2023 | Richard P Slaughter Associates Inc | 36,554 | $893K | 0.2% | N/A | 1.287% | |
10/5/2023 | Family Investment Center Inc. | 77,302 | $1.89M | 1.1% | N/A | 2.722% | |
8/4/2023 | Delta Investment Management LLC | 17,719 | $444K | 0.1% | N/A | 0.624% | |