5/7/2024 | Oppenheimer & Co. Inc. | 8,426 | $249K | 0.0% | +9.1% | 0.010% | |
5/7/2024 | Wealthspire Advisors LLC | 1,857,811 | $54.86M | 0.7% | -1.6% | 2.265% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 37,198 | $1.10M | 0.0% | -7.5% | 0.045% | |
5/6/2024 | VitalStone Financial LLC | 1,757 | $52K | 0.0% | -26.5% | 0.002% | |
5/4/2024 | Geneos Wealth Management Inc. | 3,618 | $107K | 0.0% | -18.1% | 0.004% | |
5/3/2024 | Integrity Financial Corp WA | 4,003 | $118K | 0.1% | -46.6% | 0.005% | |
|
5/2/2024 | Comprehensive Wealth Management LLC | 1,451,325 | $42.86M | 33.4% | +0.4% | 1.763% | |
5/1/2024 | Janney Montgomery Scott LLC | 72,920 | $2.15M | 0.0% | -2.3% | 0.089% | |
5/1/2024 | ORBA Wealth Advisors L.L.C. | 66,241 | $1.96M | 1.1% | -1.1% | 0.080% | |
5/1/2024 | Stegent Equity Advisors Inc. | 102,978 | $3.04M | 3.1% | -23.4% | 0.125% | |
4/30/2024 | Private Advisor Group LLC | 184,833 | $5.46M | 0.0% | +8.2% | 0.225% | |
4/30/2024 | BlueChip Wealth Advisors LLC | 46,960 | $1.39M | 0.9% | +9.4% | 0.057% | |
4/30/2024 | Unionview LLC | 7,067 | $209K | 0.2% | N/A | 0.009% | |
4/29/2024 | Commonwealth Equity Services LLC | 147,812 | $4.37M | 0.0% | +22.2% | 0.180% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 52,449 | $1.55M | 0.0% | +1.9% | 0.064% | |
4/27/2024 | Glass Jacobson Investment Advisors llc | 67,266 | $1.99M | 0.7% | -1.6% | 0.082% | |
4/26/2024 | UMB Bank n.a. | 469,113 | $13.85M | 0.2% | -6.7% | 0.570% | |
4/25/2024 | L.M. Kohn & Company | 7,000 | $207K | 0.1% | N/A | 0.009% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 137,852 | $4.07M | 0.0% | -0.3% | 0.167% | |
4/24/2024 | Landmark Wealth Management LLC | 71,765 | $2.12M | 1.0% | +2.4% | 0.087% | |
4/23/2024 | Cherry Creek Investment Advisors Inc. | 26,702 | $789K | 0.4% | +1.8% | 0.032% | |
4/23/2024 | KLR Investment Advisors LLC | 14,752 | $433K | 0.3% | -11.9% | 0.018% | |
4/23/2024 | Wealth Effects LLC | 15,520 | $458K | 0.2% | -4.3% | 0.019% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 476,027 | $14.06M | 0.0% | +0.4% | 0.578% | |
4/22/2024 | Altfest L J & Co. Inc. | 1,028,072 | $30.36M | 4.4% | -0.5% | 1.249% | |
4/22/2024 | Raymond James & Associates | 187,287 | $5.53M | 0.0% | -11.9% | 0.228% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 232,520 | $6.87M | 0.4% | -4.5% | 0.282% | |
4/19/2024 | GenTrust LLC | 122,038 | $3.60M | 0.2% | -7.8% | 0.136% | |
4/19/2024 | PCG Wealth Advisors LLC | 56,252 | $1.66M | 0.8% | -5.8% | 0.063% | |
4/19/2024 | Arvest Investments Inc. | 315,880 | $9.33M | 1.5% | +0.1% | 0.353% | |
4/18/2024 | Saxon Interests Inc. | 7,011 | $207K | 0.1% | N/A | 0.008% | |
4/18/2024 | Miracle Mile Advisors LLC | 8,812 | $260K | 0.0% | N/A | 0.010% | |
4/18/2024 | Barry Investment Advisors LLC | 396,512 | $11.71M | 3.9% | +2.9% | 0.443% | |
4/17/2024 | Private Ocean LLC | 32,687 | $965K | 0.1% | -2.7% | 0.037% | |
4/16/2024 | Register Financial Advisors LLC | 3,607 | $107K | 0.1% | N/A | 0.004% | |
4/16/2024 | Colorado Capital Management Inc. | 46,600 | $1.38M | 0.8% | -1.0% | 0.052% | |
4/15/2024 | WealthCare Investment Partners LLC | 54,723 | $1.62M | 0.8% | -18.7% | 0.061% | |
4/15/2024 | G&S Capital LLC | 20,523 | $606K | 0.3% | +3.5% | 0.023% | |
4/15/2024 | Hobart Private Capital LLC | 28,582 | $844K | 0.3% | -9.6% | 0.032% | |
4/15/2024 | Elevated Capital Advisors LLC | 127,540 | $3.77M | 1.1% | +6.9% | 0.143% | |
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4/15/2024 | Flagstar Advisors Inc. | 143,911 | $4.25M | 1.2% | -1.1% | 0.161% | |
4/13/2024 | Quad Cities Investment Group LLC | 25,352 | $749K | 0.4% | -4.1% | 0.028% | |
4/11/2024 | Birch Capital Management LLC | 3,072 | $91K | 0.0% | -22.6% | 0.003% | |
4/11/2024 | International Assets Investment Management LLC | 7,143 | $210K | 0.0% | -15.4% | 0.008% | |
4/10/2024 | Aprio Wealth Management LLC | 26,790 | $791K | 0.2% | N/A | 0.030% | |
4/10/2024 | Inscription Capital LLC | 26,007 | $769K | 0.3% | +35.4% | 0.029% | |
4/10/2024 | Walker Asset Management LLC | 49,781 | $1.47M | 1.0% | +3.4% | 0.056% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 1,000 | $30K | 0.0% | -37.5% | 0.001% | |
4/5/2024 | NBC Securities Inc. | 7,958 | $235K | 0.0% | +43.2% | 0.009% | |
4/1/2024 | Park National Corp OH | 191,712 | $5.66M | 0.2% | -4.8% | 0.214% | |
4/1/2024 | Appleton Partners Inc. MA | 138,423 | $4.09M | 0.3% | +0.9% | 0.155% | |
3/22/2024 | PNC Financial Services Group Inc. | 9,072 | $251K | 0.0% | +84.0% | 0.010% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 42,925 | $1.19M | 0.8% | N/A | 0.048% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 216,055 | $5.98M | 0.2% | +54.9% | 0.242% | |
3/5/2024 | Twin Focus Capital Partners LLC | 132,738 | $3.68M | 0.4% | N/A | 0.148% | |
2/26/2024 | Integrated Advisors Network LLC | 17,176 | $476K | 0.0% | -55.8% | 0.019% | |
2/23/2024 | Chicago Partners Investment Group LLC | 114,682 | $3.08M | 0.1% | +1.6% | 0.128% | |
2/23/2024 | Beacon Financial Group | 162,518 | $4.50M | 0.5% | -23.9% | 0.182% | |
2/15/2024 | Forefront Analytics LLC | 229,728 | $6.36M | 3.1% | +24.5% | 0.257% | |
2/14/2024 | Northwest Wealth Management LLC | 19,406 | $537K | 0.2% | -4.0% | 0.022% | |
2/14/2024 | Icon Wealth Advisors LLC | 37,791 | $1.05M | 0.1% | N/A | 0.042% | |
2/14/2024 | Visionary Wealth Advisors | 22,293 | $617K | 0.0% | -6.3% | 0.025% | |
2/14/2024 | VitalStone Financial LLC | 2,389 | $66K | 0.1% | -23.1% | 0.003% | |
2/14/2024 | Cresset Asset Management LLC | 2,011,985 | $55.71M | 0.3% | -4.6% | 2.249% | |
2/14/2024 | Regal Investment Advisors LLC | 30,106 | $834K | 0.1% | -6.2% | 0.034% | |
2/14/2024 | Waterloo Capital L.P. | 19,437 | $538K | 0.1% | N/A | 0.022% | |
2/13/2024 | Fairview Capital Investment Management LLC | 732,091 | $20.27M | 1.2% | -2.4% | 0.818% | |
2/12/2024 | ORBA Wealth Advisors L.L.C. | 67,001 | $1.86M | 1.1% | N/A | 0.075% | |
2/12/2024 | New Republic Capital LLC | 54,780 | $1.52M | 1.1% | +94.4% | 0.061% | |
2/12/2024 | Focus Financial Network Inc. ADV | 7,765 | $215K | 0.0% | N/A | 0.009% | |
2/12/2024 | Stifel Financial Corp | 337,611 | $9.35M | 0.0% | -4.2% | 0.377% | |
2/12/2024 | Beta Wealth Group Inc. | 7,767 | $215K | 0.1% | -20.2% | 0.009% | |
2/12/2024 | Glassman Wealth Services | 6,368 | $176K | 0.0% | -38.6% | 0.007% | |
2/12/2024 | Perella Weinberg Partners Capital Management LP | 1,407,431 | $38.97M | 3.2% | -61.8% | 1.573% | |
2/9/2024 | Orion Portfolio Solutions LLC | 63,664 | $1.78M | 0.0% | -24.2% | 0.071% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 138,206 | $3.83M | 0.0% | -6.2% | 0.154% | |
2/9/2024 | Divergent Wealth Advisors | 10,572 | $293K | 0.1% | N/A | 0.012% | |
2/9/2024 | Barry Investment Advisors LLC | 385,333 | $10.67M | 3.6% | +2.3% | 0.431% | |
2/9/2024 | Corient Private Wealth LLC | 200,834 | $5.56M | 0.0% | -0.6% | 0.224% | |
2/9/2024 | D.A. Davidson & CO. | 83,860 | $2.32M | 0.0% | +3.3% | 0.094% | |
2/9/2024 | Wells Fargo & Company MN | 2,065,015 | $57.18M | 0.0% | -2.5% | 2.308% | |
2/9/2024 | Motco | 32,582 | $902K | 0.1% | -1.7% | 0.036% | |
2/9/2024 | UBS Group AG | 1,691,943 | $46.85M | 0.0% | -6.3% | 1.891% | |
2/9/2024 | PNC Financial Services Group Inc. | 9,072 | $251K | 0.0% | +84.0% | 0.010% | |
2/8/2024 | Lee Financial Co | 773,427 | $21.42M | 3.8% | -1.2% | 0.865% | |
2/8/2024 | Kingsview Wealth Management LLC | 60,715 | $1.68M | 0.1% | -5.6% | 0.068% | |
2/8/2024 | Alpha Omega Group Inc. | 320,906 | $8.89M | 15.6% | +1.0% | 0.359% | |
2/8/2024 | Beacon Pointe Advisors LLC | 190,848 | $5.29M | 0.1% | -3.2% | 0.213% | |
2/8/2024 | KLR Investment Advisors LLC | 16,746 | $464K | 0.3% | -2.5% | 0.019% | |
2/8/2024 | Janney Montgomery Scott LLC | 74,660 | $2.07M | 0.0% | -3.5% | 0.083% | |
AI “wealth window” is closing June 25th (Ad) Today, I’m making my boldest prediction ever.
Next-generation AI technology will create the first $100 TRILLION industry. I put together this personal video [HERE]… |
2/8/2024 | Pinnacle Wealth Planning Services Inc. | 142,805 | $3.95M | 0.6% | +1.5% | 0.160% | |
2/7/2024 | Avantax Advisory Services Inc. | 317,236 | $8.78M | 0.1% | -1.9% | 0.355% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 40,194 | $1.11M | 0.0% | -20.6% | 0.045% | |
2/7/2024 | NBC Securities Inc. | 5,557 | $153K | 0.0% | +88.6% | 0.006% | |
2/7/2024 | Great Diamond Partners LLC | 36,007 | $997K | 0.2% | +8.0% | 0.040% | |
2/7/2024 | Endowment Wealth Management Inc. | 10,758 | $298K | 0.2% | -19.8% | 0.012% | |
2/7/2024 | Principal Securities Inc. | 1,752 | $49K | 0.0% | N/A | 0.002% | |
2/7/2024 | Wealthspire Advisors LLC | 1,888,339 | $52.29M | 0.7% | +3.0% | 2.111% | |
2/6/2024 | Gryphon Financial Partners LLC | 16,807 | $465K | 0.1% | -6.9% | 0.019% | |
2/6/2024 | Welch & Forbes LLC | 1,112,225 | $30.80M | 0.5% | -1.1% | 1.243% | |