4/26/2024 | SFG Wealth Management LLC. | 12,326 | $2.25M | 1.3% | +1.1% | 0.283% | |
4/24/2024 | Win Advisors Inc. | 66,153 | $12.07M | 5.3% | N/A | 1.517% | |
4/24/2024 | Fulcrum Equity Management | 6,622 | $1.21M | 1.4% | -8.0% | 0.152% | |
4/22/2024 | Parsons Capital Management Inc. RI | 18,165 | $3.31M | 0.2% | -2.8% | 0.417% | |
4/19/2024 | PCG Wealth Advisors LLC | 1,127 | $206K | 0.1% | N/A | 0.026% | |
4/18/2024 | Chatham Capital Group Inc. | 1,150 | $210K | 0.0% | N/A | 0.026% | |
|
4/15/2024 | GoalVest Advisory LLC | 1,900 | $347K | 0.1% | N/A | 0.044% | |
4/11/2024 | 17 Capital Partners LLC | 1,493 | $272K | 0.2% | N/A | 0.039% | |
3/29/2024 | Adirondack Trust Co. | 380 | $68K | 0.0% | -34.5% | 0.010% | |
3/14/2024 | Leo Wealth LLC | 2,033 | $366K | 0.0% | N/A | 0.054% | |
2/29/2024 | Tortoise Investment Management LLC | 191 | $31K | 0.0% | N/A | 0.005% | |
2/26/2024 | Centaurus Financial Inc. | 3,115 | $511K | 0.0% | N/A | 0.082% | |
2/20/2024 | Able Wealth Management LLC | 252 | $41K | 0.0% | N/A | 0.007% | |
2/12/2024 | Avestar Capital LLC | 2,622 | $430K | 0.0% | -72.4% | 0.069% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 1,577 | $259K | 0.0% | +12.5% | 0.042% | |
2/12/2024 | Madden Advisory Services Inc. | 1,379 | $226K | 0.1% | N/A | 0.036% | |
2/9/2024 | Keystone Financial Group | 2,015 | $331K | 0.1% | -6.9% | 0.053% | |
2/9/2024 | Wells Fargo & Company MN | 109,454 | $17.97M | 0.0% | +11.0% | 2.888% | |
2/8/2024 | Tortoise Investment Management LLC | 191 | $34K | 0.0% | N/A | 0.005% | |
2/8/2024 | Legacy Capital Group California Inc. | 1,724 | $283K | 0.1% | N/A | 0.045% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 2,140 | $351K | 0.0% | -5.5% | 0.056% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 611 | $100K | 0.0% | -17.2% | 0.016% | |
2/6/2024 | Private Advisor Group LLC | 23,963 | $3.93M | 0.0% | +38.9% | 0.632% | |
2/6/2024 | Axxcess Wealth Management LLC | 3,000 | $492K | 0.0% | N/A | 0.079% | |
2/2/2024 | Truist Financial Corp | 2,849 | $468K | 0.0% | -3.0% | 0.075% | |
2/2/2024 | Atria Wealth Solutions Inc. | 4,111 | $675K | 0.0% | -36.4% | 0.108% | |
2/1/2024 | GAMMA Investing LLC | 2,205 | $374K | 0.1% | N/A | 0.058% | |
2/1/2024 | RWA Wealth Partners LLC | 2,124 | $349K | 0.0% | -11.9% | 0.056% | |
1/31/2024 | Geneva Partners LLC | 7,046 | $1.16M | 0.6% | +4.0% | 0.186% | |
1/31/2024 | Goodman Advisory Group LLC | 4,410 | $724K | 0.2% | -47.1% | 0.116% | |
1/29/2024 | Joseph P. Lucia & Associates LLC | 2,461 | $404K | 0.3% | N/A | 0.065% | |
1/29/2024 | Koshinski Asset Management Inc. | 14,185 | $2.33M | 0.4% | +69.4% | 0.374% | |
1/29/2024 | Signature Estate & Investment Advisors LLC | 1,639 | $269K | 0.0% | -5.6% | 0.043% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 4,266 | $700K | 0.2% | +33.1% | 0.113% | |
1/22/2024 | Parsons Capital Management Inc. RI | 18,680 | $3.07M | 0.2% | +0.6% | 0.493% | |
1/19/2024 | SFG Wealth Management LLC. | 12,197 | $2.00M | 1.3% | +59.8% | 0.322% | |
1/19/2024 | Fulcrum Equity Management | 7,198 | $1.18M | 1.5% | N/A | 0.190% | |
1/18/2024 | Global Retirement Partners LLC | 701 | $115K | 0.0% | -47.4% | 0.018% | |
1/18/2024 | Syntegra Private Wealth Group LLC | 1,366 | $224K | 0.0% | N/A | 0.036% | |
1/17/2024 | Acorn Financial Advisory Services Inc. ADV | 1,752 | $286K | 0.1% | -12.8% | 0.046% | |
Protect Yourself While There’s Still Time … (Ad) The next step of the Fed's control is here.
Section 702 of the Foreign Intelligence Surveillance Act was renewed for two more years and passed into law earlier this week.
Allowing the Fed to tighten its grip on your personal privacy and freedom. 4 simple steps to protect your privacy and money before it’s too late. |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 4,006 | $658K | 0.0% | -22.8% | 0.106% | |
1/16/2024 | Raymond James & Associates | 1,642 | $270K | 0.0% | +6.2% | 0.043% | |
1/12/2024 | Mutual Advisors LLC | 7,248 | $1.19M | 0.0% | -8.1% | 0.191% | |
1/12/2024 | SMI Advisory Services LLC | 29,662 | $4.86M | 1.2% | N/A | 0.783% | |
1/11/2024 | Baker Tilly Wealth Management LLC | 11,964 | $1.96M | 0.3% | -1.1% | 0.316% | |
1/11/2024 | KWB Wealth | 4,897 | $804K | 0.1% | +12.9% | 0.129% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 305 | $50K | 0.0% | N/A | 0.008% | |
11/21/2023 | Tompkins Financial Corp | 500 | $68K | 0.0% | -16.7% | 0.013% | |
11/16/2023 | Financial Gravity Asset Management Inc. | 2,774 | $379K | 0.0% | +1,800.0% | 0.073% | |
11/16/2023 | McIlrath & Eck LLC | 425 | $58K | 0.0% | -23.6% | 0.011% | |
11/14/2023 | Mutual Advisors LLC | 7,884 | $1.08M | 0.0% | -9.8% | 0.208% | |
11/13/2023 | LPL Financial LLC | 116,470 | $15.91M | 0.0% | +12.4% | 3.073% | |
11/13/2023 | Envestnet Asset Management Inc. | 24,855 | $3.40M | 0.0% | +33.1% | 0.656% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 2,264 | $309K | 0.0% | N/A | 0.060% | |
11/13/2023 | PNC Financial Services Group Inc. | 16,165 | $2.21M | 0.0% | -0.6% | 0.427% | |
11/9/2023 | UBS Group AG | 20,892 | $2.85M | 0.0% | +4.1% | 0.551% | |
11/8/2023 | Aptus Capital Advisors LLC | 194 | $26K | 0.0% | N/A | 0.005% | |
11/8/2023 | HighTower Advisors LLC | 13,365 | $1.82M | 0.0% | +3.1% | 0.353% | |
11/8/2023 | Fort Point Capital Partners LLC | 1,610 | $220K | 0.0% | -17.4% | 0.042% | |
11/8/2023 | KCM Investment Advisors LLC | 4,985 | $681K | 0.0% | -1.8% | 0.132% | |
11/8/2023 | Atria Wealth Solutions Inc. | 6,459 | $882K | 0.0% | -37.8% | 0.170% | |
11/6/2023 | Keystone Financial Group | 2,165 | $296K | 0.0% | +19.3% | 0.057% | |
11/6/2023 | Parsons Capital Management Inc. RI | 18,575 | $2.54M | 0.2% | -3.9% | 0.490% | |
11/6/2023 | Silicon Valley Capital Partners | 500 | $68K | 0.0% | N/A | 0.013% | |
11/3/2023 | Private Advisor Group LLC | 17,251 | $2.36M | 0.0% | +864.8% | 0.455% | |
10/26/2023 | Park Avenue Securities LLC | 4,900 | $669K | 0.0% | N/A | 0.129% | |
10/25/2023 | Concourse Financial Group Securities Inc. | 738 | $101K | 0.0% | -10.7% | 0.019% | |
10/25/2023 | Geneva Partners LLC | 6,774 | $925K | 0.6% | +11.9% | 0.179% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 4,311 | $589K | 0.0% | -23.7% | 0.114% | |
10/23/2023 | Commonwealth Equity Services LLC | 8,520 | $1.16M | 0.0% | -24.8% | 0.225% | |
10/20/2023 | Avestar Capital LLC | 9,516 | $1.30M | 0.2% | N/A | 0.251% | |
10/20/2023 | Country Club Bank GFN | 18,126 | $2.47M | 0.2% | -0.5% | 0.478% | |
10/20/2023 | SFG Wealth Management LLC. | 7,633 | $1.04M | 0.8% | -31.7% | 0.201% | |
10/13/2023 | Global Retirement Partners LLC | 1,332 | $182K | 0.0% | -13.7% | 0.035% | |
10/11/2023 | Goodman Advisory Group LLC | 8,330 | $1.14M | 0.4% | +11.0% | 0.220% | |
10/11/2023 | Adviser Investments LLC | 2,412 | $329K | 0.0% | -18.5% | 0.064% | |
10/11/2023 | KWB Wealth | 4,339 | $605K | 0.1% | -5.9% | 0.114% | |
10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 3,206 | $438K | 0.2% | N/A | 0.085% | |
8/14/2023 | Fort Point Capital Partners LLC | 1,950 | $272K | 0.0% | -15.0% | 0.051% | |
8/11/2023 | Goodman Advisory Group LLC | 7,507 | $1.05M | 0.4% | +62,458.3% | 0.198% | |
8/10/2023 | Commonwealth Equity Services LLC | 11,330 | $1.58M | 0.0% | -2.2% | 0.299% | |
8/10/2023 | Private Advisor Group LLC | 1,788 | $249K | 0.0% | N/A | 0.047% | |
8/7/2023 | Keystone Financial Group | 1,815 | $253K | 0.0% | N/A | 0.048% | |
8/7/2023 | SlateStone Wealth LLC | 2,593 | $362K | 0.1% | N/A | 0.068% | |
8/7/2023 | Madden Advisory Services Inc. | 1,513 | $211K | 0.1% | N/A | 0.040% | |
8/4/2023 | Envestnet Asset Management Inc. | 18,669 | $2.61M | 0.0% | +33.6% | 0.493% | |
8/4/2023 | Adviser Investments LLC | 2,958 | $413K | 0.0% | -12.4% | 0.078% | |
8/3/2023 | Atria Wealth Solutions Inc. | 10,379 | $1.45M | 0.0% | +118.2% | 0.274% | |
8/3/2023 | Geneva Partners LLC | 6,052 | $844K | 0.6% | +155.0% | 0.160% | |
8/3/2023 | CWM LLC | 527 | $73K | 0.0% | -21.6% | 0.014% | |
Move Your Money Before May 22 (Ad) The SIX WORDS That Could Destroy America... And The Value of Your Savings.
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8/2/2023 | Bank of Montreal Can | 623 | $89K | 0.0% | N/A | 0.016% | |
8/1/2023 | RFP Financial Group LLC | 903 | $126K | 0.1% | N/A | 0.025% | |
8/1/2023 | Truist Financial Corp | 2,969 | $414K | 0.0% | -4.2% | 0.082% | |
7/31/2023 | LPL Financial LLC | 103,576 | $14.45M | 0.0% | +0.2% | 2.861% | |
7/31/2023 | Mutual Advisors LLC | 8,737 | $1.22M | 0.0% | -1.4% | 0.241% | |
7/28/2023 | Koshinski Asset Management Inc. | 8,372 | $1.17M | 0.1% | -35.8% | 0.231% | |
7/27/2023 | Financial Counselors Inc. | 2,200 | $307K | 0.0% | N/A | 0.061% | |
7/26/2023 | Janney Montgomery Scott LLC | 1,738 | $243K | 0.0% | -12.6% | 0.048% | |
7/25/2023 | Raymond James & Associates | 1,546 | $216K | 0.0% | -26.8% | 0.043% | |
7/25/2023 | Leo Brokerage LLC | 2,030 | $283K | 0.0% | +10.1% | 0.056% | |