5/1/2024 | Janney Montgomery Scott LLC | 4,589 | $361K | 0.0% | -56.2% | 0.122% | |
2/13/2024 | Rathbones Group PLC | 3,769 | $305K | 0.0% | -25.0% | 0.092% | |
2/12/2024 | Tradition Wealth Management LLC | 5,933 | $481K | 0.1% | +6.1% | 0.145% | |
2/8/2024 | Janney Montgomery Scott LLC | 10,466 | $848K | 0.0% | +106.6% | 0.255% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 20,162 | $1.63M | 0.1% | +6.0% | 0.492% | |
1/29/2024 | Money Design Co. Ltd. | 12,550 | $1.02M | 0.1% | -4.6% | 0.306% | |
|
11/13/2023 | Cary Street Partners Investment Advisory LLC | 19,019 | $1.42M | 0.1% | +11.5% | 0.418% | |
11/4/2023 | NBC Securities Inc. | 437 | $32K | 0.0% | N/A | 0.010% | |
10/30/2023 | Money Design Co. Ltd. | 13,159 | $981K | 0.1% | +2.9% | 0.289% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 5,201 | $388K | 0.0% | +30.9% | 0.114% | |
10/12/2023 | AdvisorNet Financial Inc | 761 | $57K | 0.0% | N/A | 0.016% | |
8/14/2023 | Tolleson Wealth Management Inc. | 8,980 | $710K | 0.2% | -51.1% | 0.181% | |
8/4/2023 | Rathbones Group PLC | 5,001 | $395K | 0.0% | -32.2% | 0.101% | |
7/28/2023 | Money Design Co. Ltd. | 12,789 | $1.01M | 0.1% | -21.2% | 0.256% | |
7/26/2023 | Janney Montgomery Scott LLC | 5,094 | $403K | 0.0% | +11.1% | 0.102% | |
5/31/2023 | Coastline Trust Co | 3,790 | $300K | 0.0% | +23.3% | 0.074% | |
5/30/2023 | BKA Wealth Consulting Inc. | 12,059 | $953K | 0.4% | N/A | 0.234% | |
5/22/2023 | Whelan Financial | 9,740 | $771K | 0.4% | -15.5% | 0.189% | |
5/15/2023 | Financial Gravity Asset Management Inc. | 4,917 | $389K | 0.0% | N/A | 0.095% | |
5/12/2023 | Richard Bernstein Advisors LLC | 19,024 | $1.51M | 0.0% | -3.1% | 0.369% | |
5/12/2023 | Tradition Wealth Management LLC | 6,421 | $508K | 0.1% | +7.8% | 0.125% | |
5/11/2023 | PFG Investments LLC | 3,446 | $273K | 0.1% | N/A | 0.067% | |
5/11/2023 | Meitav Investment House Ltd. | 3,133 | $247K | 0.0% | N/A | 0.061% | |
5/11/2023 | Commonwealth Equity Services LLC | 64,003 | $5.07M | 0.0% | +0.9% | 1.243% | |
5/11/2023 | Citigroup Inc. | 30,241 | $2.40M | 0.0% | +19.3% | 0.587% | |
5/11/2023 | One Capital Management LLC | 3,457 | $274K | 0.0% | -10.4% | 0.067% | |
5/10/2023 | Oppenheimer Asset Management Inc. | 2,715 | $215K | 0.0% | -5.8% | 0.053% | |
5/10/2023 | Baltimore Washington Financial Advisors Inc. | 18,737 | $1.48M | 0.1% | +73.5% | 0.364% | |
5/9/2023 | US Bancorp DE | 5,630 | $446K | 0.0% | +793.7% | 0.109% | |
5/5/2023 | Levy Wealth Management Group LLC | 5,017 | $397K | 0.1% | +12.4% | 0.097% | |
5/4/2023 | Merriman Wealth Management LLC | 5,982 | $474K | 0.0% | +88.6% | 0.116% | |
5/4/2023 | Brio Consultants LLC | 5,781 | $458K | 0.1% | +8.7% | 0.112% | |
5/4/2023 | Ausdal Financial Partners Inc. | 14,477 | $1.15M | 0.2% | -0.9% | 0.281% | |
5/4/2023 | KilterHowling LLC | 3,771 | $299K | 0.3% | +12.0% | 0.073% | |
5/3/2023 | Integrated Wealth Concepts LLC | 2,575 | $204K | 0.0% | N/A | 0.050% | |
5/3/2023 | Monumental Financial Group Inc. | 2,037 | $161K | 0.1% | N/A | 0.040% | |
5/2/2023 | Harel Insurance Investments & Financial Services Ltd. | 2,205 | $175K | 0.0% | N/A | 0.043% | |
5/1/2023 | Money Concepts Capital Corp | 18,544 | $749K | 0.0% | +813.5% | 0.360% | |
5/1/2023 | CWM LLC | 431,690 | $34.19M | 0.2% | -3.0% | 8.382% | |
4/28/2023 | Ameritas Advisory Services LLC | 5,835 | $468K | 0.0% | +2.5% | 0.113% | |
Guard Against the Coming Financial Upheaval (Ad) America’s Most Shocking Financial Story…
Behind closed doors in D.C., there is a dark political and economic plot underway. That’s why if you have any savings in the bank or own any assets you want to protect, you must watch this new documentary before it’s too late. You can stream it for free right here. |
4/28/2023 | Janney Montgomery Scott LLC | 4,584 | $363K | 0.0% | -7.0% | 0.089% | |
4/28/2023 | Harvest Group Wealth Management LLC | 8,812 | $698K | 0.4% | -5.7% | 0.171% | |
4/27/2023 | Stratos Wealth Partners LTD. | 4,302 | $341K | 0.0% | N/A | 0.084% | |
4/27/2023 | Money Design Co. Ltd. | 16,225 | $1.29M | 0.1% | N/A | 0.315% | |
4/26/2023 | Concord Wealth Partners | 4,915 | $389K | 0.1% | -26.0% | 0.095% | |
4/25/2023 | Halbert Hargrove Global Advisors LLC | 10,937 | $866K | 0.1% | +4.1% | 0.212% | |
4/25/2023 | Wealth Enhancement Advisory Services LLC | 38,739 | $3.07M | 0.0% | +34.9% | 0.738% | |
4/25/2023 | Geneos Wealth Management Inc. | 392 | $31K | 0.0% | +1,468.0% | 0.007% | |
4/21/2023 | First Pacific Financial | 7,916 | $627K | 0.3% | -47.5% | 0.151% | |
4/21/2023 | Sandbox Financial Partners LLC | 3,119 | $247K | 0.1% | -25.0% | 0.059% | |
4/21/2023 | BKA Wealth Consulting Inc. | 12,059 | $953K | 0.4% | N/A | 0.230% | |
4/18/2023 | Sharkey Howes & Javer | 3,489 | $276K | 0.1% | -51.6% | 0.066% | |
4/17/2023 | First Heartland Consultants Inc. | 3,468 | $275K | 0.0% | +20.9% | 0.065% | |
4/17/2023 | Claro Advisors LLC | 11,694 | $926K | 0.3% | +5.9% | 0.221% | |
4/14/2023 | Congress Wealth Management LLC DE | 5,877 | $465K | 0.0% | +19.7% | 0.111% | |
4/14/2023 | Raymond James & Associates | 4,444 | $352K | 0.0% | -5.0% | 0.084% | |
4/13/2023 | Eaton Financial Holdings Company LLC | 3,256 | $258K | 0.2% | -19.4% | 0.061% | |
4/12/2023 | Vontobel Holding Ltd. | 9,800 | $776K | 0.0% | -2.7% | 0.185% | |
4/11/2023 | Berkshire Bank | 14,650 | $1.16M | 0.3% | +3.0% | 0.276% | |
4/11/2023 | Bond & Devick Financial Network Inc. | 13,794 | $1.09M | 0.7% | +1.2% | 0.260% | |
4/7/2023 | Mission Wealth Management LP | 137,285 | $10.87M | 0.5% | +0.3% | 2.590% | |
4/4/2023 | Cedar Brook Financial Partners LLC | 4,605 | $365K | 0.1% | +6.4% | 0.087% | |
3/13/2023 | Claro Advisors LLC | 11,038 | $871K | 0.3% | +14.3% | 0.201% | |
3/6/2023 | OLD Mission Capital LLC | 14,628 | $1.15M | 0.0% | +117.9% | 0.266% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 47,883 | $3.78M | 0.0% | +1,062.2% | 0.871% | |
2/13/2023 | Kingsview Wealth Management LLC | 3,046 | $240K | 0.0% | -23.2% | 0.055% | |
2/13/2023 | Tanglewood Legacy Advisors LLC | 1,400 | $110K | 0.1% | N/A | 0.025% | |
2/13/2023 | Merriman Wealth Management LLC | 3,171 | $250K | 0.0% | -47.4% | 0.058% | |
2/13/2023 | M&T Bank Corp | 72,734 | $4.78M | 0.0% | N/A | 1.322% | |
2/10/2023 | Advisor Group Holdings Inc. | 37,586 | $2.97M | 0.0% | +12.0% | 0.683% | |
2/10/2023 | Corrado Advisors LLC | 792 | $62K | 0.0% | N/A | 0.014% | |
2/9/2023 | Baltimore Washington Financial Advisors Inc. | 10,798 | $852K | 0.1% | +122.0% | 0.196% | |
2/9/2023 | Coastline Trust Co | 3,075 | $243K | 0.0% | N/A | 0.056% | |
2/9/2023 | Citigroup Inc. | 25,347 | $2M | 0.0% | +50.1% | 0.461% | |
2/9/2023 | HighTower Advisors LLC | 2,694 | $213K | 0.0% | N/A | 0.049% | |
2/8/2023 | Orion Portfolio Solutions LLC | 3,002 | $237K | 0.0% | N/A | 0.055% | |
2/7/2023 | Commonwealth Equity Services LLC | 63,414 | $5.00M | 0.0% | +13.3% | 1.153% | |
2/7/2023 | Regatta Capital Group LLC | 15,026 | $1.19M | 0.4% | -7.5% | 0.273% | |
2/7/2023 | LPL Financial LLC | 29,884 | $2.36M | 0.0% | +3.1% | 0.543% | |
2/7/2023 | Brio Consultants LLC | 5,317 | $420K | 0.1% | +9.6% | 0.097% | |
2/7/2023 | Envestnet Asset Management Inc. | 12,269 | $968K | 0.0% | +2.5% | 0.223% | |
2/6/2023 | Brinker Capital Investments LLC | 10,708 | $845K | 0.0% | +3.1% | 0.195% | |
2/6/2023 | Parallel Advisors LLC | 795 | $63K | 0.0% | +764.1% | 0.014% | |
2/3/2023 | Tradition Wealth Management LLC | 5,959 | $470K | 0.1% | +9.9% | 0.108% | |
2/2/2023 | Berkshire Bank | 14,226 | $1.12M | 0.3% | +5.9% | 0.259% | |
2/2/2023 | Congress Wealth Management LLC DE | 4,909 | $387K | 0.0% | +11.7% | 0.089% | |
2/2/2023 | Mission Wealth Management LP | 136,822 | $10.80M | 0.5% | -2.9% | 2.488% | |
2/1/2023 | Warren Street Wealth Advisors LLC | 5,746 | $453K | 0.4% | -2.5% | 0.104% | |
2/1/2023 | Wealth Enhancement Advisory Services LLC | 28,711 | $2.36M | 0.0% | +3.6% | 0.522% | |
2/1/2023 | Foster Dykema Cabot & Co. Inc. MA | 21,299 | $1.68M | 0.2% | -2.3% | 0.387% | |
Biden to Drop BOMBSHELL June 13th? (Ad) Biden’s days are numbered!
According to a former CIA and Pentagon insider…
He’s about to drop out of the presidential race on June 13th! Click here now to see his shocking evidence. |
2/1/2023 | CWM LLC | 444,991 | $35.11M | 0.3% | -13.3% | 8.091% | |
2/1/2023 | Cedar Brook Financial Partners LLC | 4,330 | $342K | 0.1% | -11.5% | 0.079% | |
2/1/2023 | FAS Wealth Partners | 396 | $31K | 0.0% | -60.1% | 0.007% | |
1/30/2023 | Sharkey Howes & Javer | 7,214 | $569K | 0.1% | -29.1% | 0.131% | |
1/30/2023 | Concord Wealth Partners | 6,644 | $524K | 0.2% | +44.7% | 0.121% | |
1/30/2023 | Harvest Group Wealth Management LLC | 9,342 | $737K | 0.5% | -2.2% | 0.170% | |
1/27/2023 | First Pacific Financial | 15,078 | $1.19M | 0.6% | -2.9% | 0.274% | |
1/25/2023 | Halbert Hargrove Global Advisors LLC | 10,509 | $829K | 0.1% | +1.3% | 0.191% | |
1/24/2023 | RFP Financial Group LLC | 1,112 | $88K | 0.0% | N/A | 0.020% | |
1/23/2023 | Aspiriant LLC | 10,171 | $803K | 0.0% | +5.0% | 0.185% | |