4/22/2024 | PFG Investments LLC | 12,925 | $221K | 0.0% | N/A | 0.215% | |
4/12/2024 | Lloyd Advisory Services LLC. | 133,528 | $2.28M | 0.5% | N/A | 1.225% | |
4/8/2024 | Mid American Wealth Advisory Group Inc. | 13,686 | $234K | 0.2% | N/A | 0.126% | |
2/12/2024 | Hilltop Holdings Inc. | 28,055 | $484K | 0.1% | -19.1% | 0.257% | |
2/9/2024 | BlackDiamond Wealth Management LLC | 16,773 | $292K | 0.2% | -48.6% | 0.154% | |
2/7/2024 | VisionPoint Advisory Group LLC | 2,599 | $45K | 0.0% | N/A | 0.024% | |
|
2/2/2024 | Citizens Financial Group Inc. RI | 212,241 | $3.66M | 0.1% | N/A | 1.947% | |
2/1/2024 | Larson Financial Group LLC | 2,832 | $49K | 0.0% | N/A | 0.026% | |
1/30/2024 | First American Trust FSB | 10,230 | $176K | 0.0% | -22.1% | 0.094% | |
1/26/2024 | WESPAC Advisors LLC | 38,478 | $663K | 0.5% | -37.3% | 0.353% | |
1/24/2024 | International Assets Investment Management LLC | 4,310 | $74K | 0.0% | N/A | 0.040% | |
1/11/2024 | Worth Asset Management LLC | 29,079 | $501K | 0.4% | -37.6% | 0.267% | |
11/16/2023 | Delos Wealth Advisors LLC | 80,660 | $1.47M | 1.8% | -1.8% | 0.740% | |
11/14/2023 | Reuter James Wealth Management LLC | 642,115 | $11.85M | 8.9% | N/A | 5.891% | |
11/14/2023 | Samalin Investment Counsel LLC | 33,558 | $619K | 0.4% | +3.6% | 0.308% | |
11/14/2023 | Mutual Advisors LLC | 27,477 | $507K | 0.0% | +30.4% | 0.252% | |
11/9/2023 | First Heartland Consultants Inc. | 27,064 | $499K | 0.1% | +6.3% | 0.248% | |
11/8/2023 | HighTower Advisors LLC | 499,995 | $9.21M | 0.0% | -1.6% | 4.587% | |
11/8/2023 | Spire Wealth Management | 13,964 | $258K | 0.0% | -23.1% | 0.128% | |
11/7/2023 | Vista Finance LLC | 580,809 | $10.72M | 15.6% | +3.5% | 5.329% | |
11/1/2023 | Csenge Advisory Group | 828,153 | $15.28M | 1.0% | +5.0% | 7.598% | |
11/1/2023 | Ironsides Asset Advisors LLC | 16,030 | $296K | 0.1% | -6.0% | 0.147% | |
10/31/2023 | First American Trust FSB | 13,130 | $242K | 0.0% | -19.4% | 0.120% | |
10/26/2023 | WESPAC Advisors LLC | 61,320 | $1.13M | 0.8% | +66.5% | 0.563% | |
10/25/2023 | Deane Retirement Strategies Inc. | 95,346 | $1.76M | 1.0% | N/A | 0.875% | |
10/24/2023 | Stratos Wealth Advisors LLC | 10,000 | $184K | 0.0% | N/A | 0.092% | |
10/18/2023 | Demars Financial Group LLC | 271,046 | $5.00M | 2.9% | N/A | 2.487% | |
10/11/2023 | Worth Asset Management LLC | 46,595 | $860K | 0.7% | -11.7% | 0.427% | |
10/11/2023 | AE Wealth Management LLC | 171,624 | $3.17M | 0.0% | +288.9% | 1.575% | |
10/10/2023 | Mid American Wealth Advisory Group Inc. | 124,330 | $2.30M | 1.9% | N/A | 1.141% | |
9/5/2023 | Delos Wealth Advisors LLC | 82,098 | $1.50M | 1.9% | +5.0% | 0.753% | |
8/21/2023 | VisionPoint Advisory Group LLC | 3,596 | $66K | 0.0% | N/A | 0.033% | |
8/15/2023 | Hilltop Holdings Inc. | 357,002 | $6.54M | 0.8% | -35.9% | 3.275% | |
8/14/2023 | Jefferies Financial Group Inc. | 287,696 | $5.27M | 0.0% | -1.2% | 2.639% | |
8/9/2023 | Spire Wealth Management | 18,149 | $332K | 0.0% | -55.1% | 0.167% | |
8/9/2023 | Altfest L J & Co. Inc. | 79,026 | $1.45M | 0.2% | N/A | 0.725% | |
8/8/2023 | Geneos Wealth Management Inc. | 12,956 | $237K | 0.0% | +60.6% | 0.119% | |
8/4/2023 | Lake Hills Wealth Management LLC | 235,494 | $4.31M | 4.7% | -19.2% | 2.160% | |
8/4/2023 | Citizens Financial Group Inc. RI | 223,644 | $4.10M | 0.1% | +0.6% | 2.052% | |
8/3/2023 | Samalin Investment Counsel LLC | 32,390 | $593K | 0.3% | +9.9% | 0.297% | |
Protect Yourself While There’s Still Time … (Ad) The next step of the Fed's control is here.
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7/31/2023 | LPL Financial LLC | 78,124 | $1.43M | 0.0% | +4.9% | 0.717% | |
7/31/2023 | Mutual Advisors LLC | 21,077 | $386K | 0.0% | -15.7% | 0.193% | |
7/31/2023 | BlackDiamond Wealth Management Inc. | 26,356 | $481K | 0.4% | +4.5% | 0.242% | |
7/28/2023 | WESPAC Advisors LLC | 36,827 | $675K | 0.5% | -4.4% | 0.295% | |
7/26/2023 | First Heartland Consultants Inc. | 25,456 | $466K | 0.1% | -4.4% | 0.204% | |
7/26/2023 | First American Trust FSB | 16,299 | $299K | 0.0% | -19.3% | 0.130% | |
7/20/2023 | Csenge Advisory Group | 789,079 | $14.46M | 1.0% | -10.4% | 6.313% | |
7/11/2023 | Worth Asset Management LLC | 52,754 | $966K | 0.7% | -70.8% | 0.422% | |
7/11/2023 | Peak Financial Advisors LLC | 268,426 | $4.92M | 3.9% | +4.4% | 2.147% | |
7/10/2023 | AE Wealth Management LLC | 44,130 | $808K | 0.0% | -37.1% | 0.353% | |
5/24/2023 | Verity Asset Management Inc. | 11,441 | $210K | 0.1% | -6.9% | 0.086% | |
5/15/2023 | Trek Financial LLC | 15,902 | $292K | 0.0% | N/A | 0.120% | |
5/12/2023 | HighTower Advisors LLC | 1,571,503 | $28.84M | 0.1% | +0.5% | 11.860% | |
5/11/2023 | U.S. Capital Wealth Advisors LLC | 56,001 | $1.03M | 0.0% | -50.0% | 0.423% | |
5/10/2023 | Citizens Financial Group Inc RI | 222,282 | $4.08M | 0.1% | N/A | 1.678% | |
5/9/2023 | Spire Wealth Management | 40,455 | $743K | 0.0% | -52.1% | 0.305% | |
5/9/2023 | Samalin Investment Counsel LLC | 29,469 | $541K | 0.3% | +83.9% | 0.222% | |
5/9/2023 | Retirement Capital Strategies | 456,499 | $8.38M | 4.1% | N/A | 3.445% | |
5/4/2023 | Mirae Asset Global Investments Co. Ltd. | 430,106 | $8M | 0.0% | +104.7% | 3.246% | |
5/3/2023 | Axxcess Wealth Management LLC | 17,743 | $326K | 0.0% | +12.8% | 0.134% | |
5/2/2023 | BlackDiamond Wealth Management Inc. | 25,221 | $466K | 0.5% | -26.7% | 0.190% | |
5/1/2023 | Csenge Advisory Group | 880,449 | $16.17M | 1.2% | +43.9% | 6.645% | |
4/27/2023 | WESPAC Advisors LLC | 38,535 | $708K | 0.7% | N/A | 0.291% | |
4/26/2023 | First American Trust FSB | 20,185 | $371K | 0.1% | +20.3% | 0.152% | |
4/25/2023 | Geneos Wealth Management Inc. | 8,067 | $148K | 0.0% | +27.4% | 0.061% | |
4/20/2023 | Banque Cantonale Vaudoise | 17,729 | $326K | 0.0% | -21.1% | 0.134% | |
4/19/2023 | Lake Hills Wealth Management LLC | 291,468 | $5.35M | 5.6% | +21.3% | 2.200% | |
4/19/2023 | Peak Financial Advisors LLC | 257,193 | $4.72M | 4.0% | +36.8% | 1.941% | |
4/18/2023 | IFP Advisors Inc | 2,300 | $53K | 0.0% | +1,433.3% | 0.017% | |
4/18/2023 | Financial Services Advisory Inc | 52,660 | $967K | 0.6% | N/A | 0.397% | |
4/18/2023 | Allworth Financial LP | 1,725 | $32K | 0.0% | N/A | 0.013% | |
4/17/2023 | First Heartland Consultants Inc. | 26,616 | $489K | 0.1% | -2.9% | 0.201% | |
4/14/2023 | AE Wealth Management LLC | 70,186 | $1.29M | 0.0% | +30.8% | 0.417% | |
4/12/2023 | Worth Asset Management LLC | 180,506 | $3.31M | 2.5% | +35.4% | 1.071% | |
4/11/2023 | Mutual Advisors LLC | 25,000 | $459K | 0.0% | +38.9% | 0.148% | |
3/1/2023 | Regal Investment Advisors LLC | 11,652 | $221K | 0.0% | N/A | 0.068% | |
2/15/2023 | Jefferies Financial Group Inc. | 291,147 | $5.53M | 0.0% | N/A | 1.708% | |
2/14/2023 | Scholtz & Company LLC | 11,300 | $215K | 0.2% | -85.8% | 0.066% | |
2/10/2023 | Samalin Investment Counsel LLC | 16,027 | $305K | 0.2% | N/A | 0.094% | |
2/10/2023 | Banque Cantonale Vaudoise | 22,480 | $427K | 0.0% | +9.4% | 0.132% | |
2/10/2023 | HRT Financial LP | 11,168 | $212K | 0.0% | N/A | 0.066% | |
2/10/2023 | Vista Finance LLC | 429,600 | $8.16M | 11.5% | +20.6% | 2.520% | |
2/9/2023 | Mirae Asset Global Investments Co. Ltd. | 210,086 | $4M | 0.0% | N/A | 1.232% | |
2/9/2023 | EverSource Wealth Advisors LLC | 2,056 | $39K | 0.0% | N/A | 0.012% | |
2/9/2023 | HighTower Advisors LLC | 1,564,329 | $29.74M | 0.1% | -0.7% | 9.175% | |
2/8/2023 | Belpointe Asset Management LLC | 23,354 | $444K | 0.0% | -18.4% | 0.137% | |
2/7/2023 | Philadelphia Trust Co. | 67,823 | $1.29M | 0.1% | N/A | 0.398% | |
2/7/2023 | LPL Financial LLC | 393,818 | $7.48M | 0.0% | +486.4% | 2.310% | |
2/7/2023 | Envestnet Asset Management Inc. | 169,370 | $3.22M | 0.0% | +51.3% | 0.993% | |
2/7/2023 | Financial Architects Inc | 14,127 | $268K | 0.0% | -4.8% | 0.083% | |
Move Your Money Before May 22 (Ad) The SIX WORDS That Could Destroy America... And The Value of Your Savings.
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2/6/2023 | Reuter James Wealth Management LLC | 489,540 | $9.30M | 6.8% | +5.3% | 2.871% | |
2/3/2023 | U.S. Capital Wealth Advisors LLC | 111,997 | $2.13M | 0.1% | -40.0% | 0.657% | |
2/3/2023 | Spire Wealth Management | 84,380 | $1.60M | 0.1% | +16,776.0% | 0.495% | |
2/2/2023 | SG Americas Securities LLC | 33,630 | $639K | 0.0% | +17.5% | 0.197% | |
2/2/2023 | Integrated Advisors Network LLC | 244,482 | $4.65M | 0.3% | -7.7% | 1.434% | |
1/31/2023 | AE Wealth Management LLC | 53,663 | $1.02M | 0.0% | +26.0% | 0.315% | |
1/31/2023 | Geneos Wealth Management Inc. | 6,330 | $120K | 0.0% | N/A | 0.037% | |
1/30/2023 | Nadler Financial Group Inc. | 36,332 | $690K | 0.1% | +71.2% | 0.213% | |
1/26/2023 | Empowered Funds LLC | 328,517 | $6.24M | 0.4% | N/A | 1.927% | |
1/25/2023 | First American Trust FSB | 16,781 | $319K | 0.0% | N/A | 0.106% | |