4/30/2024 | Arkadios Wealth Advisors | 36,327 | $1.06M | 0.1% | N/A | 0.174% | |
4/30/2024 | Madison Wealth Partners Inc | 10,871 | $318K | 0.1% | +12.6% | 0.052% | |
4/29/2024 | Commonwealth Equity Services LLC | 409,701 | $11.99M | 0.0% | +44.4% | 1.960% | |
4/25/2024 | Triumph Capital Management | 24,894 | $728K | 0.3% | N/A | 0.119% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 155,827 | $4.56M | 0.0% | +12.2% | 0.746% | |
4/24/2024 | Capasso Planning Partners LLC | 58,978 | $1.73M | 0.7% | +16.8% | 0.282% | |
|
4/23/2024 | Milestone Asset Management LLC | 427,235 | $12.50M | 3.6% | -85.3% | 2.044% | |
4/23/2024 | Wealth Advisory Solutions LLC | 14,691 | $430K | 0.1% | N/A | 0.070% | |
4/23/2024 | Strategic Blueprint LLC | 12,615 | $369K | 0.0% | N/A | 0.060% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 103,914 | $3.04M | 0.0% | +50.5% | 0.497% | |
4/22/2024 | Rovin Capital UT ADV | 74,948 | $2.19M | 0.9% | +10.5% | 0.359% | |
4/18/2024 | Dominguez Wealth Management Solutions Inc. | 197,121 | $5.77M | 4.5% | +2.0% | 0.943% | |
4/18/2024 | Miracle Mile Advisors LLC | 104,436 | $3.06M | 0.1% | -5.2% | 0.500% | |
4/17/2024 | CRA Financial Services LLC | 208,570 | $6.10M | 1.3% | -5.5% | 0.998% | |
4/16/2024 | RiverTree Advisors LLC | 64,710 | $1.89M | 1.3% | -3.2% | 0.439% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 18,599 | $544K | 0.0% | N/A | 0.126% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 245,291 | $7.18M | 0.2% | -0.3% | 1.663% | |
4/15/2024 | Brookstone Capital Management | 664,860 | $19.45M | 0.3% | -9.3% | 4.508% | |
4/15/2024 | Sunbelt Securities Inc. | 376,924 | $11.03M | 1.2% | +17.0% | 2.555% | |
4/12/2024 | Financial Designs Corp | 192,976 | $5.65M | 3.7% | +2.1% | 1.308% | |
4/12/2024 | Fermata Advisors LLC | 6,925 | $203K | 0.0% | -15.3% | 0.047% | |
4/11/2024 | RFG Advisory LLC | 63,271 | $1.85M | 0.1% | -73.5% | 0.429% | |
4/10/2024 | BCS Wealth Management | 40,466 | $1.18M | 0.4% | -3.6% | 0.274% | |
3/12/2024 | Rovin Capital UT ADV | 67,797 | $1.94M | 0.9% | -5.7% | 0.460% | |
2/26/2024 | Centaurus Financial Inc. | 374,213 | $10.69M | 0.8% | +7.8% | 2.537% | |
2/17/2024 | Madison Wealth Partners Inc | 9,651 | $276K | 0.1% | N/A | 0.065% | |
2/16/2024 | Wealthquest Corp | 315,494 | $9.01M | 1.0% | +276.2% | 2.139% | |
2/14/2024 | Vista Investment Management | 10,760 | $307K | 0.1% | -59.4% | 0.073% | |
2/14/2024 | MGO One Seven LLC | 124,100 | $3.55M | 0.2% | +1.9% | 0.841% | |
2/14/2024 | Visionary Wealth Advisors | 44,318 | $1.27M | 0.1% | -2.5% | 0.300% | |
2/14/2024 | Core Wealth Advisors Inc. | 5,230 | $149K | 0.1% | N/A | 0.035% | |
2/14/2024 | Personal CFO Solutions LLC | 287,644 | $8.22M | 1.4% | -0.9% | 1.950% | |
2/13/2024 | Cetera Advisor Networks LLC | 388,295 | $11.09M | 0.1% | +551.8% | 2.633% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 138,830 | $3.97M | 0.0% | +85.8% | 0.941% | |
2/8/2024 | Kingsview Wealth Management LLC | 1,302,512 | $37.21M | 1.1% | +43.2% | 8.831% | |
2/8/2024 | Beacon Pointe Advisors LLC | 31,960 | $913K | 0.0% | -13.7% | 0.217% | |
2/8/2024 | Foundations Investment Advisors LLC | 2,872,894 | $82.77M | 2.2% | N/A | 19.477% | |
2/6/2024 | Lincoln National Corp | 246,895 | $7.05M | 0.1% | +40.7% | 1.674% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 246,001 | $7.03M | 0.3% | -1.9% | 1.668% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 29,445 | $841K | 0.0% | +11.6% | 0.200% | |
Trump’s last act as President (Ad) You’ve probably never heard of Executive Order #13972.
Signed by President Trump just days before leaving office, it greenlit what could be the most revolutionary technology of the decade… yet it has nothing to do with AI, blockchain, or mRNA vaccines. For the full story, click here. |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 6,708 | $192K | 0.0% | -80.6% | 0.045% | |
2/5/2024 | Kestra Private Wealth Services LLC | 49,316 | $1.41M | 0.0% | +28.4% | 0.334% | |
2/5/2024 | Silver Oak Securities Incorporated | 24,702 | $706K | 0.1% | -4.5% | 0.167% | |
2/2/2024 | Delta Investment Management LLC | 57,357 | $1.64M | 0.4% | +63.7% | 0.389% | |
2/2/2024 | Atria Wealth Solutions Inc. | 78,405 | $2.24M | 0.0% | +12.8% | 0.532% | |
2/1/2024 | Sigma Planning Corp | 119,305 | $3.41M | 0.3% | -61.1% | 0.809% | |
2/1/2024 | CRA Financial Services LLC | 220,627 | $6.30M | 1.5% | +17.1% | 1.496% | |
1/30/2024 | Sfmg LLC | 66,144 | $1.89M | 0.2% | -0.9% | 0.448% | |
1/30/2024 | Capital Analysts LLC | 61,413 | $1.75M | 0.1% | -28.2% | 0.416% | |
1/30/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 11,932 | $341K | 0.1% | N/A | 0.081% | |
1/29/2024 | Koshinski Asset Management Inc. | 11,516 | $329K | 0.1% | +50.7% | 0.078% | |
1/29/2024 | Compass Advisory Group LLC | 54,151 | $1.55M | 0.7% | -14.2% | 0.367% | |
1/26/2024 | Capasso Planning Partners LLC | 50,475 | $1.44M | 0.7% | -73.3% | 0.342% | |
1/25/2024 | RFG Advisory LLC | 238,466 | $6.81M | 0.3% | -2.2% | 1.617% | |
1/25/2024 | RiverTree Advisors LLC | 66,818 | $1.91M | 1.3% | +2.6% | 0.453% | |
1/24/2024 | Stratos Wealth Advisors LLC | 16,540 | $473K | 0.0% | +20.0% | 0.112% | |
1/24/2024 | Comprehensive Financial Consultants Institutional Inc. | 15,147 | $433K | 0.2% | N/A | 0.103% | |
1/23/2024 | Crown Wealth Group LLC | 412,966 | $11.80M | 7.1% | +11.6% | 2.800% | |
1/23/2024 | Milestone Asset Management LLC | 2,914,291 | $83.26M | 27.4% | N/A | 19.758% | |
1/22/2024 | Pallas Capital Advisors LLC | 7,325 | $209K | 0.0% | -66.2% | 0.050% | |
1/22/2024 | Miracle Mile Advisors LLC | 110,108 | $3.15M | 0.1% | -43.2% | 0.746% | |
1/19/2024 | Financial Designs Corp | 189,014 | $5.40M | 4.4% | N/A | 1.281% | |
1/19/2024 | Fermata Advisors LLC | 8,172 | $233K | 0.1% | N/A | 0.055% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 69,059 | $1.97M | 0.0% | +84.4% | 0.468% | |
1/16/2024 | Raymond James & Associates | 50,586 | $1.45M | 0.0% | N/A | 0.343% | |
1/16/2024 | CoreCap Advisors LLC | 29,234 | $835K | 0.1% | N/A | 0.198% | |
1/12/2024 | Independent Wealth Network Inc. | 9,439 | $270K | 0.1% | N/A | 0.064% | |
1/11/2024 | Brookstone Capital Management | 733,243 | $20.95M | 0.4% | +10.5% | 4.971% | |
1/11/2024 | BCS Wealth Management | 41,958 | $1.20M | 0.4% | -9.0% | 0.284% | |
1/9/2024 | Capstone Triton Financial Group LLC | 102,112 | $2.92M | 2.1% | -22.8% | 0.692% | |
1/9/2024 | Dominguez Wealth Management Solutions Inc. | 193,295 | $5.52M | 4.6% | -1.4% | 1.310% | |
1/5/2024 | WealthPLAN Partners LLC | 15,198 | $434K | 0.0% | -5.3% | 0.103% | |
12/11/2023 | Sunbelt Securities Inc. | 299,633 | $8.33M | 1.2% | +5.1% | 2.031% | |
11/16/2023 | Harbour Investments Inc. | 33,140 | $921K | 0.0% | +10.4% | 0.225% | |
11/15/2023 | WealthPlan Investment Management LLC | 16,047 | $446K | 0.1% | N/A | 0.109% | |
11/13/2023 | Personal CFO Solutions LLC | 290,223 | $8.07M | 1.6% | +2.0% | 1.968% | |
11/13/2023 | Mariner LLC | 174,664 | $4.86M | 0.0% | +190.9% | 1.184% | |
11/13/2023 | Visionary Wealth Advisors | 45,438 | $1.26M | 0.1% | +15.8% | 0.308% | |
11/13/2023 | Envestnet Asset Management Inc. | 1,873,215 | $52.08M | 0.0% | +6.5% | 12.700% | |
11/13/2023 | Kestra Advisory Services LLC | 69,369 | $1.93M | 0.0% | -18.3% | 0.470% | |
11/8/2023 | HighTower Advisors LLC | 32,930 | $915K | 0.0% | +23.2% | 0.223% | |
11/8/2023 | Janney Montgomery Scott LLC | 50,750 | $1.41M | 0.0% | +24.4% | 0.344% | |
11/8/2023 | Atria Wealth Solutions Inc. | 69,505 | $1.93M | 0.0% | +6.1% | 0.471% | |
11/8/2023 | Kestra Private Wealth Services LLC | 38,401 | $1.07M | 0.0% | +5.5% | 0.260% | |
11/7/2023 | Kingsview Wealth Management LLC | 909,332 | $25.28M | 0.9% | +1,068.5% | 6.165% | |
11/6/2023 | Sigma Planning Corp | 306,591 | $8.52M | 0.3% | +5.5% | 2.079% | |
11/6/2023 | Sfmg LLC | 66,712 | $1.86M | 0.2% | -12.3% | 0.452% | |
11/6/2023 | Lincoln National Corp | 175,469 | $4.88M | 0.1% | +32.5% | 1.190% | |
11/4/2023 | D.B. Root & Company LLC | 21,126 | $587K | 0.2% | +55.8% | 0.143% | |
11/3/2023 | MGO One Seven LLC | 121,740 | $3.38M | 0.3% | N/A | 0.825% | |
Trump’s last act as President (Ad) You’ve probably never heard of Executive Order #13972.
Signed by President Trump just days before leaving office, it greenlit what could be the most revolutionary technology of the decade… yet it has nothing to do with AI, blockchain, or mRNA vaccines. For the full story, click here. |
11/3/2023 | Main Street Financial Solutions LLC | 48,210 | $1.34M | 0.2% | +11.8% | 0.327% | |
11/2/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 248,992 | $6.92M | 0.9% | +390.0% | 1.688% | |
11/2/2023 | Vantage Financial Partners LLC | 22,068 | $613K | 0.2% | +51.3% | 0.150% | |
11/2/2023 | WealthPlan Investment Management LLC | 16,047 | $446K | 0.1% | N/A | 0.109% | |
10/31/2023 | Triumph Capital Management | 39,341 | $1.09M | 0.5% | N/A | 0.267% | |
10/26/2023 | Capasso Planning Partners LLC | 188,924 | $5.25M | 2.8% | N/A | 1.281% | |
10/25/2023 | Crown Wealth Group LLC | 369,943 | $10.28M | 7.7% | +10.0% | 2.508% | |
10/25/2023 | Rovin Capital UT ADV | 71,920 | $2.00M | 0.9% | -1.3% | 0.488% | |
10/25/2023 | Miracle Mile Advisors LLC | 193,794 | $5.39M | 0.2% | +1.8% | 1.314% | |
10/24/2023 | Compass Advisory Group LLC | 63,134 | $1.76M | 0.9% | -1.7% | 0.428% | |