| 5/14/2024 | CreativeOne Wealth LLC | 13,140 | $615K | 0.0% | N/A | 0.047% | |
| 5/10/2024 | Osaic Holdings Inc. | 3,257,496 | $152.48M | 0.3% | -11.3% | 11.760% | |
| 5/9/2024 | Avid Wealth Partners LLC | 42,009 | $1.97M | 1.6% | +26.3% | 0.152% | |
| 5/8/2024 | Schneider Downs Wealth Management Advisors LP | 173,176 | $8.11M | 1.9% | +9.7% | 0.625% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 37,352 | $1.75M | 0.0% | -48.0% | 0.135% | |
| 5/7/2024 | Verus Capital Partners LLC | 394,011 | $18.44M | 2.0% | +7.4% | 1.467% | |
|
| 5/7/2024 | Concurrent Investment Advisors LLC | 16,289 | $762K | 0.0% | +41.6% | 0.061% | |
| 5/7/2024 | PFG Advisors | 34,539 | $1.62M | 0.1% | +10.1% | 0.129% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 138,234 | $6.47M | 0.0% | +54.6% | 0.515% | |
| 5/6/2024 | Destiny Capital Corp CO | 66,096 | $3.09M | 2.2% | -7.3% | 0.246% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 2,877 | $135K | 0.0% | -44.9% | 0.011% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 11,910 | $558K | 0.0% | -50.2% | 0.044% | |
| 5/2/2024 | USAdvisors Wealth Management LLC | 59,004 | $2.76M | 1.0% | +8.6% | 0.220% | |
| 5/1/2024 | BNP Paribas Financial Markets | 651 | $30K | 0.0% | N/A | 0.002% | |
| 5/1/2024 | Alta Wealth Advisors LLC | 5,226 | $245K | 0.1% | -36.6% | 0.019% | |
| 5/1/2024 | Flynn Zito Capital Management LLC | 4,377 | $205K | 0.1% | N/A | 0.016% | |
| 4/30/2024 | Private Advisor Group LLC | 182,270 | $8.53M | 0.1% | -10.6% | 0.679% | |
| 4/30/2024 | Mainstay Capital Management LLC ADV | 12,859 | $602K | 0.1% | N/A | 0.048% | |
| 4/30/2024 | Perigon Wealth Management LLC | 6,979 | $327K | 0.0% | N/A | 0.026% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 62,300 | $2.92M | 0.0% | +1.1% | 0.232% | |
| 4/29/2024 | American Capital Advisory LLC | 6,618 | $312K | 0.2% | +165.6% | 0.025% | |
| 4/29/2024 | Brio Consultants LLC | 934,390 | $43.74M | 7.4% | +7.6% | 3.480% | |
| 4/27/2024 | Treasure Coast Financial Planning | 21,873 | $1.02M | 0.7% | -10.8% | 0.081% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 1,144 | $54K | 0.0% | N/A | 0.004% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 47,123 | $2.21M | 0.0% | +2.4% | 0.176% | |
| 4/25/2024 | Intergy Private Wealth LLC | 5,388 | $252K | 0.1% | -23.8% | 0.020% | |
| 4/24/2024 | Simplicity Wealth LLC | 23,516 | $1.10M | 0.0% | N/A | 0.088% | |
| 4/24/2024 | Spire Wealth Management | 576,649 | $26.99M | 1.1% | +1.6% | 2.148% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 280,498 | $13.13M | 0.0% | -28.8% | 1.045% | |
| 4/22/2024 | PFG Investments LLC | 7,364 | $345K | 0.0% | N/A | 0.027% | |
| 4/22/2024 | Beacon Financial Planning Inc. | 266,166 | $12.46M | 8.7% | -1.4% | 0.991% | |
| 4/20/2024 | KWB Wealth | 780,781 | $36.55M | 4.9% | -1.8% | 3.657% | |
| 4/19/2024 | RTD Financial Advisors Inc. | 752,156 | $35.21M | 4.7% | +1.1% | 3.523% | |
| 4/19/2024 | Hedeker Wealth LLC | 50,080 | $2.34M | 0.7% | -13.9% | 0.235% | |
| 4/16/2024 | OneAscent Financial Services LLC | 30,507 | $1.43M | 0.2% | -40.5% | 0.143% | |
| 4/16/2024 | Howard Financial Services LTD. | 425,753 | $19.93M | 3.4% | +40.5% | 1.994% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 171,041 | $8.01M | 0.0% | -9.9% | 0.801% | |
| 4/15/2024 | Sandbox Financial Partners LLC | 57,048 | $2.67M | 1.1% | N/A | 0.267% | |
| 4/15/2024 | Brookstone Capital Management | 282,889 | $13.24M | 0.2% | -30.5% | 1.325% | |
| 4/13/2024 | Retirement Planning Group LLC | 240,133 | $11.24M | 0.9% | +9.9% | 1.125% | |
Shocking $16T Elon Musk Crypto Leak (Ad) Reports of a leaked meeting between Elon Musk and staff at X.com could send shockwaves through the crypto market.
Musk revealed a "mind-blowing" plan to take over the global payment system. In his own words, the world's richest man said "you won't need a bank account."
Prominent voices in crypto believe what comes next will mirror a crypto mass adoption similar to the one that triggered bitcoin's last bull run. Click here now to get your copy. |
| 4/12/2024 | Dynamic Advisor Solutions LLC | 223,843 | $10.48M | 0.4% | +9.4% | 1.048% | |
| 4/12/2024 | Financial Designs Corp | 148,330 | $6.94M | 4.6% | N/A | 0.695% | |
| 4/12/2024 | Mechanics Bank Trust Department | 112,345 | $5.26M | 0.8% | -12.6% | 0.526% | |
| 4/11/2024 | Cooper Financial Group | 46,831 | $2.19M | 0.4% | +1.2% | 0.219% | |
| 4/11/2024 | Rockland Trust Co. | 10,975 | $514K | 0.0% | -50.4% | 0.051% | |
| 4/11/2024 | RFG Advisory LLC | 26,739 | $1.25M | 0.0% | +0.9% | 0.125% | |
| 4/10/2024 | LexAurum Advisors LLC | 81,141 | $3.80M | 1.0% | +11.4% | 0.380% | |
| 4/10/2024 | Marcum Wealth LLC | 47,393 | $2.22M | 0.2% | +11.8% | 0.222% | |
| 4/10/2024 | Park Avenue Securities LLC | 25,629 | $1.20M | 0.0% | +18.1% | 0.120% | |
| 4/10/2024 | KMG Fiduciary Partners LLC | 219,956 | $10.30M | 1.1% | +54.9% | 1.030% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 4,956 | $234K | 0.1% | N/A | 0.023% | |
| 2/29/2024 | Acima Private Wealth LLC | 242,272 | $11.45M | 4.5% | N/A | 1.135% | |
| 2/26/2024 | Integrated Advisors Network LLC | 11,950 | $565K | 0.0% | -13.8% | 0.056% | |
| 2/13/2024 | Envestnet Asset Management Inc. | 1,549,511 | $73.20M | 0.0% | +5.8% | 7.258% | |
| 2/13/2024 | Belpointe Asset Management LLC | 11,354 | $536K | 0.0% | -3.3% | 0.053% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 468,958 | $22.15M | 0.8% | N/A | 2.197% | |
| 2/12/2024 | Alta Wealth Advisors LLC | 8,239 | $389K | 0.2% | -88.9% | 0.039% | |
| 2/9/2024 | Founders Financial Alliance LLC | 24,612 | $1.16M | 0.5% | -11.5% | 0.115% | |
| 2/9/2024 | Advisory Services Network LLC | 5,386 | $254K | 0.0% | -9.6% | 0.025% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 18,479 | $867K | 0.0% | -4.4% | 0.087% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 46,041 | $2.18M | 0.0% | +7.1% | 0.216% | |
| 2/9/2024 | Tidemark LLC | 9,632 | $455K | 0.3% | N/A | 0.045% | |
| 2/9/2024 | Assetmark Inc. | 7,243 | $342K | 0.0% | +24.9% | 0.034% | |
| 2/9/2024 | Schneider Downs Wealth Management Advisors LP | 157,894 | $7.46M | 1.9% | +102.4% | 0.740% | |
| 2/8/2024 | Prestige Wealth Management Group LLC | 1,609 | $76K | 0.0% | -91.0% | 0.008% | |
| 2/8/2024 | Level Four Advisory Services LLC | 11,266 | $532K | 0.0% | -5.9% | 0.053% | |
| 2/8/2024 | Financial Advocates Investment Management | 44,803 | $2.12M | 0.1% | -14.0% | 0.210% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 71,844 | $3.39M | 0.0% | +66.5% | 0.337% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 89,398 | $4.22M | 0.0% | +415.1% | 0.419% | |
| 2/7/2024 | Northwest Financial Advisors | 325,616 | $15.38M | 13.1% | N/A | 1.525% | |
| 2/7/2024 | Principal Securities Inc. | 6,115 | $289K | 0.0% | N/A | 0.029% | |
| 2/6/2024 | Lincoln National Corp | 7,523 | $355K | 0.0% | -5.2% | 0.035% | |
| 2/6/2024 | Private Advisor Group LLC | 203,921 | $9.63M | 0.1% | +24.4% | 0.955% | |
| 2/6/2024 | Spire Wealth Management | 567,500 | $26.53M | 0.9% | -3.6% | 2.658% | |
| 2/6/2024 | TCG Advisory Services LLC | 54,532 | $2.58M | 0.2% | +5.1% | 0.255% | |
| 2/6/2024 | Merit Financial Group LLC | 135,755 | $6.41M | 0.2% | N/A | 0.636% | |
| 2/6/2024 | Wilbanks Smith & Thomas Asset Management LLC | 14,080 | $665K | 0.0% | -10.0% | 0.066% | |
| 2/5/2024 | Silver Oak Securities Incorporated | 10,520 | $497K | 0.1% | +32.7% | 0.049% | |
| 2/5/2024 | Brio Consultants LLC | 868,293 | $41.02M | 7.3% | +20.5% | 4.067% | |
| 2/2/2024 | IAG Wealth Partners LLC | 93,690 | $4.43M | 1.0% | -12.3% | 0.439% | |
| 2/2/2024 | Truist Financial Corp | 27,729 | $1.31M | 0.0% | +34.4% | 0.130% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 15,267 | $721K | 0.0% | -14.1% | 0.072% | |
| 2/1/2024 | Aspire Private Capital LLC | 3,646 | $172K | 0.1% | +11.3% | 0.017% | |
| 2/1/2024 | Treasure Coast Financial Planning | 24,512 | $1.16M | 0.8% | +22.7% | 0.115% | |
| 2/1/2024 | CWM LLC | 680,435 | $32.14M | 0.2% | +3.5% | 3.187% | |
| 2/1/2024 | Pathway Financial Advisors LLC | 13,309 | $629K | 0.2% | +82.2% | 0.062% | |
| 1/31/2024 | Evolution Wealth Advisors LLC | 7,525 | $355K | 0.1% | +18.8% | 0.035% | |
| 1/30/2024 | Keel Point LLC | 7,662 | $362K | 0.0% | +3.2% | 0.036% | |
| 1/29/2024 | Beacon Financial Planning Inc. | 269,955 | $12.75M | 10.0% | +0.5% | 1.264% | |
| 1/29/2024 | Aspire Capital Advisors LLC | 4,614 | $218K | 0.1% | N/A | 0.022% | |
Shocking $16T Elon Musk Crypto Leak (Ad) Reports of a leaked meeting between Elon Musk and staff at X.com could send shockwaves through the crypto market.
Musk revealed a "mind-blowing" plan to take over the global payment system. In his own words, the world's richest man said "you won't need a bank account."
Prominent voices in crypto believe what comes next will mirror a crypto mass adoption similar to the one that triggered bitcoin's last bull run. Click here now to get your copy. |
| 1/29/2024 | Cook Wealth Management Group LLC | 45,057 | $2.10M | 1.3% | +43.0% | 0.211% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 5,217 | $246K | 0.0% | -12.6% | 0.024% | |
| 1/25/2024 | RFG Advisory LLC | 26,503 | $1.25M | 0.0% | +7.1% | 0.124% | |
| 1/25/2024 | Pinnacle Bancorp Inc. | 1,172 | $55K | 0.0% | -19.6% | 0.005% | |
| 1/24/2024 | Stratos Wealth Partners LTD. | 51,226 | $2.42M | 0.0% | +4.5% | 0.240% | |
| 1/24/2024 | CENTRAL TRUST Co | 1,800 | $85K | 0.0% | N/A | 0.008% | |
| 1/24/2024 | Hedeker Wealth LLC | 58,175 | $2.75M | 0.9% | +3.0% | 0.272% | |
| 1/23/2024 | Avid Wealth Partners LLC | 33,270 | $1.57M | 1.6% | N/A | 0.156% | |
| 1/19/2024 | PFG Advisors | 31,368 | $1.48M | 0.1% | +4.5% | 0.147% | |
| 1/18/2024 | Good Life Advisors LLC | 97,702 | $4.62M | 0.5% | +2.5% | 0.458% | |
