5/15/2024 | Linscomb Wealth Inc. | 12,907 | $1.13M | 0.1% | -4.7% | 0.036% | |
5/15/2024 | Keeley Teton Advisors LLC | 37,739 | $3.29M | 0.4% | +4.4% | 0.106% | |
5/14/2024 | CreativeOne Wealth LLC | 2,912 | $254K | 0.0% | N/A | 0.008% | |
5/13/2024 | Shakespeare Wealth Management LLC | 152,582 | $13.32M | 3.8% | -3.1% | 0.431% | |
5/10/2024 | Osaic Holdings Inc. | 320,933 | $28.02M | 0.1% | +5.7% | 0.907% | |
5/10/2024 | Rodgers & Associates LTD | 194,666 | $16.99M | 2.2% | +1.0% | 0.550% | |
|
5/10/2024 | TIAA Trust National Association | 177,602 | $15.50M | 0.0% | -3.0% | 0.502% | |
5/10/2024 | Broadview Financial Management LLC | 17,145 | $1.50M | 1.1% | -2.2% | 0.048% | |
5/9/2024 | Barden Capital Management Inc. | 19,852 | $1.73M | 1.7% | -27.7% | 0.056% | |
5/9/2024 | Orion Portfolio Solutions LLC | 386,927 | $33.78M | 0.4% | +13,939.4% | 1.093% | |
5/9/2024 | HBK Sorce Advisory LLC | 2,631 | $230K | 0.0% | -14.4% | 0.007% | |
5/9/2024 | Kingsview Wealth Management LLC | 38,339 | $3.35M | 0.1% | -0.4% | 0.108% | |
5/9/2024 | Koshinski Asset Management Inc. | 39,932 | $3.49M | 0.4% | +1,101.7% | 0.113% | |
5/8/2024 | Bleakley Financial Group LLC | 3,578 | $312K | 0.0% | +7.4% | 0.010% | |
5/8/2024 | Avantax Advisory Services Inc. | 3,030 | $264K | 0.0% | N/A | 0.009% | |
5/8/2024 | US Bancorp DE | 5,688 | $497K | 0.0% | +132.0% | 0.016% | |
5/7/2024 | NorthRock Partners LLC | 410,599 | $35.84M | 3.0% | -1.4% | 1.160% | |
5/7/2024 | WealthPLAN Partners LLC | 5,129 | $448K | 0.0% | +90.7% | 0.014% | |
5/7/2024 | Bernardo Wealth Planning LLC | 51,216 | $4.47M | 1.2% | -5.0% | 0.145% | |
5/7/2024 | PFG Advisors | 10,908 | $952K | 0.1% | +7.4% | 0.031% | |
5/7/2024 | Retirement Planning Co of New England Inc. | 2,909 | $254K | 0.1% | -4.9% | 0.008% | |
5/7/2024 | Motive Wealth Advisors | 4,281 | $374K | 0.2% | N/A | 0.012% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 94,467 | $8.25M | 0.0% | N/A | 0.267% | |
5/6/2024 | Destiny Capital Corp CO | 23,135 | $2.02M | 1.4% | -8.4% | 0.065% | |
5/4/2024 | Geneos Wealth Management Inc. | 33,380 | $2.91M | 0.1% | +45.9% | 0.094% | |
5/4/2024 | Csenge Advisory Group | 10,186 | $889K | 0.0% | +31.0% | 0.029% | |
5/4/2024 | Richardson Financial Services Inc. | 484 | $42K | 0.0% | N/A | 0.001% | |
5/3/2024 | Embree Financial Group | 2,896 | $253K | 0.0% | -14.2% | 0.008% | |
5/3/2024 | Larson Financial Group LLC | 29,040 | $2.54M | 0.2% | +862.9% | 0.082% | |
5/3/2024 | Rehmann Capital Advisory Group | 258,485 | $22.56M | 1.7% | +6.8% | 0.730% | |
5/3/2024 | Etfidea LLC | 127,181 | $11.10M | 3.8% | +0.2% | 0.359% | |
5/2/2024 | Salomon & Ludwin LLC | 11,874 | $1.04M | 0.1% | +7.5% | 0.034% | |
5/2/2024 | New England Capital Financial Advisors LLC | 8,225 | $718K | 0.4% | +7.0% | 0.023% | |
5/2/2024 | Lewis Asset Management LLC | 13,255 | $1.16M | 1.0% | -1.9% | 0.037% | |
5/2/2024 | Moloney Securities Asset Management LLC | 16,132 | $1.41M | 0.2% | -3.7% | 0.046% | |
5/1/2024 | BNP Paribas Financial Markets | 50,000 | $4.36M | 0.0% | N/A | 0.141% | |
5/1/2024 | Klingman & Associates LLC | 301,972 | $26.36M | 1.8% | -2.0% | 0.853% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 8,273 | $722K | 0.0% | -4.3% | 0.023% | |
5/1/2024 | Wambolt & Associates LLC | 15,694 | $1.36M | 0.4% | -14.8% | 0.044% | |
5/1/2024 | Diversify Advisory Services LLC | 12,792 | $1.11M | 0.1% | N/A | 0.036% | |
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4/30/2024 | Private Advisor Group LLC | 245,334 | $21.42M | 0.2% | -30.1% | 0.693% | |
4/30/2024 | Norden Group LLC | 9,822 | $857K | 0.1% | N/A | 0.028% | |
4/30/2024 | Beam Wealth Advisors Inc. | 4,986 | $435K | 0.3% | N/A | 0.014% | |
4/30/2024 | Valley Forge Investment Consultants Inc. ADV | 6,494 | $567K | 0.2% | -9.1% | 0.018% | |
4/29/2024 | Commonwealth Equity Services LLC | 103,502 | $9.04M | 0.0% | -21.8% | 0.292% | |
4/29/2024 | FAS Wealth Partners Inc. | 423,477 | $36.97M | 3.3% | +3.0% | 1.196% | |
4/29/2024 | Greenleaf Trust | 2,308 | $201K | 0.0% | N/A | 0.007% | |
4/29/2024 | Benjamin Edwards Inc. | 44,964 | $3.93M | 0.8% | +8.3% | 0.127% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 857,383 | $74.84M | 1.4% | +2.2% | 2.422% | |
4/27/2024 | Foster Victor Wealth Advisors LLC | 9,880 | $839K | 0.1% | -7.4% | 0.028% | |
4/26/2024 | Prestige Wealth Management Group LLC | 85,496 | $7.46M | 1.6% | -7.3% | 0.242% | |
4/26/2024 | JNBA Financial Advisors | 147,934 | $12.91M | 1.4% | -26.4% | 0.418% | |
4/26/2024 | YHB Investment Advisors Inc. | 8,759 | $765K | 0.1% | -12.0% | 0.025% | |
4/26/2024 | First National Trust Co | 395,228 | $34.50M | 1.4% | -51.8% | 1.116% | |
4/26/2024 | SFG Wealth Management LLC. | 104,013 | $9.08M | 5.4% | +9.6% | 0.294% | |
4/26/2024 | Chicago Partners Investment Group LLC | 42,847 | $3.56M | 0.2% | +20.5% | 0.121% | |
4/26/2024 | MONECO Advisors LLC | 4,328 | $378K | 0.1% | -3.5% | 0.012% | |
4/25/2024 | Valeo Financial Advisors LLC | 2,534 | $211K | 0.0% | N/A | 0.007% | |
4/25/2024 | IAG Wealth Partners LLC | 21,535 | $1.88M | 0.4% | -6.1% | 0.061% | |
4/24/2024 | CENTRAL TRUST Co | 15,055 | $1.31M | 0.0% | -5.4% | 0.043% | |
4/24/2024 | Smith Anglin Financial LLC | 17,735 | $1.55M | 0.2% | +6.7% | 0.050% | |
4/24/2024 | Simplicity Wealth LLC | 3,578 | $312K | 0.0% | N/A | 0.010% | |
4/24/2024 | Spire Wealth Management | 5,083 | $444K | 0.0% | +169.4% | 0.014% | |
4/24/2024 | First Pacific Financial | 5,986 | $522K | 0.1% | -9.9% | 0.017% | |
4/24/2024 | Essex Financial Services Inc. | 7,983 | $697K | 0.1% | -1.5% | 0.023% | |
4/23/2024 | Global Retirement Partners LLC | 28,625 | $2.50M | 0.1% | +61.3% | 0.081% | |
4/23/2024 | McAdam LLC | 288,351 | $25.17M | 1.6% | -1.8% | 0.818% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 193,919 | $16.93M | 0.0% | +7.5% | 0.550% | |
4/22/2024 | Confluence Wealth Services Inc. | 10,476 | $914K | 0.1% | N/A | 0.030% | |
4/22/2024 | Centennial Wealth Advisory LLC | 54,767 | $4.78M | 2.2% | +184.1% | 0.155% | |
4/22/2024 | PFG Investments LLC | 3,947 | $344K | 0.0% | N/A | 0.011% | |
4/22/2024 | Drive Wealth Management LLC | 10,646 | $929K | 0.3% | -22.2% | 0.030% | |
4/20/2024 | KWB Wealth | 170,127 | $14.85M | 2.0% | -3.9% | 0.483% | |
4/19/2024 | New Century Financial Group LLC | 5,766 | $503K | 0.3% | N/A | 0.016% | |
4/19/2024 | Tradewinds Capital Management LLC | 346,188 | $30.22M | 8.4% | N/A | 0.982% | |
4/18/2024 | Total Wealth Planning LLC | 62,789 | $5.48M | 0.9% | -7.4% | 0.178% | |
4/18/2024 | Measured Wealth Private Client Group LLC | 11,407 | $996K | 0.3% | -25.6% | 0.032% | |
4/18/2024 | Miracle Mile Advisors LLC | 23,488 | $2.05M | 0.1% | -27.3% | 0.067% | |
4/16/2024 | OneAscent Financial Services LLC | 4,901 | $428K | 0.0% | +14.3% | 0.014% | |
4/16/2024 | Maltin Wealth Management Inc. | 2,766 | $241K | 0.1% | N/A | 0.008% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 14,428 | $1.26M | 0.0% | -4.4% | 0.041% | |
4/16/2024 | ERn Financial LLC | 94,801 | $8.28M | 1.4% | -1.4% | 0.269% | |
4/15/2024 | Signet Financial Management LLC | 164,074 | $14.32M | 2.0% | -2.4% | 0.465% | |
4/15/2024 | Brookstone Capital Management | 4,439 | $387K | 0.0% | +4.9% | 0.013% | |
4/15/2024 | Flagstar Advisors Inc. | 4,671 | $408K | 0.1% | +49.3% | 0.013% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 2,494 | $218K | 0.0% | -34.5% | 0.007% | |
4/13/2024 | Retirement Planning Group LLC | 3,655 | $319K | 0.0% | +3.6% | 0.010% | |
4/13/2024 | Wallace Advisory Group LLC | 7,036 | $614K | 0.4% | -7.2% | 0.020% | |
4/12/2024 | Ignite Planners LLC | 3,848 | $334K | 0.1% | -4.9% | 0.011% | |
4/11/2024 | Cooper Financial Group | 25,923 | $2.26M | 0.4% | +1.2% | 0.074% | |
The Best AI Stock to Own in the World Today is Trading for Just $25 (Ad) “Titan of Tech” Bets Big on Tiny AI Company
He’s made as much as 3,250,000% in just three years on companies like Facebook, Airbnb, and PayPal…
But our research shows his latest investment could be his most successful venture yet. See how you can invest alongside him |
4/11/2024 | International Assets Investment Management LLC | 2,408 | $209K | 0.0% | -98.6% | 0.007% | |
4/11/2024 | RFG Advisory LLC | 2,502 | $218K | 0.0% | N/A | 0.007% | |
4/10/2024 | Park Avenue Securities LLC | 22,905 | $2.00M | 0.0% | +70.6% | 0.088% | |
4/10/2024 | SOA Wealth Advisors LLC. | 2,022 | $176K | 0.0% | -19.8% | 0.008% | |
4/10/2024 | Signal Advisors Wealth LLC | 2,789 | $243K | 0.1% | N/A | 0.011% | |
4/5/2024 | Somerset Trust Co | 2,560 | $223K | 0.1% | N/A | 0.010% | |
4/2/2024 | Waller Financial Planning Group Inc. | 53,485 | $4.67M | 1.2% | -2.7% | 0.205% | |
4/1/2024 | Confluence Investment Management LLC | 425,999 | $37.19M | 0.5% | N/A | 1.635% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 4,651 | $352K | 0.0% | -10.8% | 0.018% | |
3/13/2024 | MONECO Advisors LLC | 4,485 | $339K | 0.1% | -9.2% | 0.017% | |