| 5/15/2024 | Blue Edge Capital LLC | 98,198 | $11.74M | 2.0% | +1.9% | 0.158% | |
| 5/15/2024 | Kestra Advisory Services LLC | 293,809 | $35.11M | 0.2% | +4.8% | 0.474% | |
| 5/15/2024 | LRI Investments LLC | 2,141 | $254K | 0.0% | N/A | 0.003% | |
| 5/14/2024 | Cadence Bank | 2,486 | $297K | 0.0% | -38.7% | 0.004% | |
| 5/14/2024 | EP Wealth Advisors LLC | 15,798 | $1.89M | 0.0% | -1.6% | 0.025% | |
| 5/14/2024 | CreativeOne Wealth LLC | 3,661 | $438K | 0.0% | +12.4% | 0.006% | |
|
| 5/14/2024 | Burns Matteson Capital Management LLC | 11,297 | $1.35M | 0.8% | N/A | 0.018% | |
| 5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 59,919 | $7.16M | 0.8% | -0.2% | 0.098% | |
| 5/10/2024 | Osaic Holdings Inc. | 489,760 | $58.53M | 0.1% | -56.5% | 0.798% | |
| 5/10/2024 | Resolute Advisors LLC | 38,562 | $4.61M | 0.9% | +0.6% | 0.063% | |
| 5/9/2024 | Blair William & Co. IL | 19,037 | $2.28M | 0.0% | +17.9% | 0.031% | |
| 5/9/2024 | Planning Directions Inc. | 57,559 | $6.88M | 4.8% | -6.2% | 0.094% | |
| 5/9/2024 | Interchange Capital Partners LLC | 4,235 | $507K | 0.3% | -19.0% | 0.007% | |
| 5/9/2024 | BHK Investment Advisors LLC | 238,461 | $28.50M | 11.0% | +28.4% | 0.389% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 8,099 | $968K | 0.1% | -38.2% | 0.013% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 197,106 | $23.56M | 0.2% | -4.0% | 0.321% | |
| 5/8/2024 | Russell Investments Group Ltd. | 3,788 | $453K | 0.0% | N/A | 0.006% | |
| 5/8/2024 | Trademark Financial Management LLC | 7,313 | $874K | 0.7% | +83.3% | 0.012% | |
| 5/7/2024 | WNY Asset Management LLC | 18,170 | $2.17M | 0.3% | -7.8% | 0.030% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 17,968 | $2.15M | 0.1% | -7.5% | 0.029% | |
| 5/7/2024 | Horizon Investment Services LLC | 17,276 | $2.07M | 1.0% | -0.6% | 0.028% | |
| 5/7/2024 | 49 Wealth Management LLC | 1,687 | $201K | 0.0% | -15.3% | 0.003% | |
| 5/7/2024 | Bernardo Wealth Planning LLC | 256,791 | $30.69M | 8.5% | +4.6% | 0.418% | |
| 5/7/2024 | PFG Advisors | 21,991 | $2.63M | 0.2% | +174.8% | 0.036% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 90,991 | $10.87M | 0.3% | +13.9% | 0.148% | |
| 5/4/2024 | McClarren Financial Advisors Inc. | 957 | $114K | 0.0% | -62.3% | 0.002% | |
| 5/4/2024 | 9258 Wealth Management LLC | 103,089 | $12.32M | 1.9% | +2.3% | 0.168% | |
| 5/4/2024 | Csenge Advisory Group | 6,288 | $751K | 0.0% | +8.3% | 0.010% | |
| 5/4/2024 | Richardson Financial Services Inc. | 2,972 | $355K | 0.3% | +11.5% | 0.005% | |
| 5/3/2024 | TFB Advisors LLC | 85,760 | $9.83M | 3.5% | +8.6% | 0.140% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,206 | $264K | 0.0% | N/A | 0.004% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 5,530 | $661K | 0.0% | -6.3% | 0.009% | |
| 5/2/2024 | Mutual Advisors LLC | 31,549 | $3.77M | 0.1% | +17.6% | 0.051% | |
| 5/2/2024 | First Command Advisory Services Inc. | 706 | $84K | 0.0% | -11.4% | 0.001% | |
| 5/2/2024 | Hudock Inc. | 7,803 | $933K | 0.2% | -1.3% | 0.013% | |
| 5/2/2024 | Lincoln National Corp | 1,964,653 | $234.80M | 3.7% | -0.9% | 3.201% | |
| 5/2/2024 | Choreo LLC | 16,262 | $1.94M | 0.0% | -0.7% | 0.026% | |
| 5/2/2024 | Darrow Company Inc. | 1,938 | $232K | 0.2% | N/A | 0.003% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 82,862 | $9.90M | 0.0% | -2.1% | 0.135% | |
| 5/1/2024 | Avior Wealth Management LLC | 79,677 | $9.52M | 0.4% | -2.2% | 0.130% | |
Tiny AI projects with huge promise hiding in plain sight … (Ad) I’ve developed a system that’s helped me find huge winners in the past.
Now my system has alerted me to the next four altcoins that could be the next superstars. Click here to find out who they are. |
| 5/1/2024 | Sequoia Financial Advisors LLC | 595,968 | $71.22M | 0.9% | +9.6% | 0.971% | |
| 5/1/2024 | Diversify Advisory Services LLC | 12,585 | $1.50M | 0.1% | N/A | 0.021% | |
| 4/30/2024 | Private Advisor Group LLC | 94,013 | $11.24M | 0.1% | +3.1% | 0.153% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 12,568 | $1.50M | 0.1% | -48.1% | 0.020% | |
| 4/30/2024 | HB Wealth Management LLC | 69,999 | $8.37M | 0.1% | +0.6% | 0.114% | |
| 4/30/2024 | Naples Money Management LLC | 6,165 | $737K | 0.7% | N/A | 0.010% | |
| 4/30/2024 | M3 Advisory Group LLC | 1,849 | $221K | 0.2% | N/A | 0.003% | |
| 4/30/2024 | Hazlett Burt & Watson Inc. | 16,548 | $1.98M | 1.2% | +7.7% | 0.027% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 242,145 | $28.94M | 0.0% | +0.8% | 0.395% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 955 | $114K | 0.0% | -54.5% | 0.002% | |
| 4/29/2024 | Silicon Valley Capital Partners | 123,732 | $14.79M | 2.2% | -17.9% | 0.202% | |
| 4/29/2024 | RWA Wealth Partners LLC | 6,966 | $833K | 0.0% | +169.9% | 0.011% | |
| 4/27/2024 | Glass Jacobson Investment Advisors llc | 20,188 | $2.41M | 0.9% | +17.9% | 0.033% | |
| 4/26/2024 | MONECO Advisors LLC | 24,921 | $2.98M | 0.5% | +16.9% | 0.041% | |
| 4/26/2024 | Petredis Investment Advisors LLC | 398,333 | $47.61M | 5.7% | +2.0% | 0.649% | |
| 4/26/2024 | Checchi Capital Advisers LLC | 71,325 | $8.52M | 0.7% | -5.0% | 0.116% | |
| 4/25/2024 | Center For Asset Management LLC | 51,893 | $6.20M | 5.1% | +2.8% | 0.085% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 310,546 | $37.11M | 0.1% | +1.9% | 0.506% | |
| 4/24/2024 | Leavell Investment Management Inc. | 123,737 | $14.79M | 0.9% | +2.6% | 0.202% | |
| 4/24/2024 | Zhang Financial LLC | 28,399 | $3.39M | 0.3% | +0.6% | 0.046% | |
| 4/24/2024 | Boyd Wealth Management LLC | 28,126 | $3.36M | 1.9% | +0.3% | 0.046% | |
| 4/24/2024 | SOL Capital Management CO | 86,931 | $10.39M | 1.3% | +6.2% | 0.142% | |
| 4/24/2024 | Dechtman Wealth Management LLC | 20,856 | $2.49M | 0.6% | N/A | 0.034% | |
| 4/23/2024 | Bell Bank | 3,983 | $476K | 0.0% | -2.1% | 0.006% | |
| 4/23/2024 | James J. Burns & Company LLC | 68,777 | $8.14M | 2.8% | -18.2% | 0.112% | |
| 4/23/2024 | BSW Wealth Partners | 151,329 | $18.09M | 3.1% | -48.3% | 0.247% | |
| 4/23/2024 | Global Retirement Partners LLC | 10,901 | $1.30M | 0.0% | +0.9% | 0.018% | |
| 4/23/2024 | PFG Private Wealth Management LLC | 48,044 | $5.74M | 3.6% | -29.2% | 0.078% | |
| 4/23/2024 | Wesbanco Bank Inc. | 43,293 | $5.17M | 0.2% | N/A | 0.071% | |
| 4/23/2024 | Principle Wealth Partners LLC | 29,975 | $3.58M | 0.3% | +1.9% | 0.049% | |
| 4/23/2024 | Revisor Wealth Management LLC | 15,412 | $1.76M | 0.8% | +269.4% | 0.025% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 122,544 | $14.65M | 0.0% | +5.5% | 0.200% | |
| 4/22/2024 | Strategic Financial Concepts LLC | 2,076 | $248K | 0.1% | N/A | 0.003% | |
| 4/22/2024 | Raymond James & Associates | 492,466 | $58.86M | 0.0% | +0.9% | 0.802% | |
| 4/22/2024 | Marmo Financial Group LLC | 85,254 | $10.19M | 6.2% | +5.0% | 0.139% | |
| 4/19/2024 | Pachira Investments Inc. | 52,829 | $6.31M | 5.2% | +17.0% | 0.086% | |
| 4/18/2024 | Silverlake Wealth Management LLC | 4,766 | $570K | 0.3% | +5.8% | 0.008% | |
| 4/18/2024 | Farmers & Merchants Investments Inc. | 1,200 | $143K | 0.0% | -15.2% | 0.002% | |
| 4/18/2024 | Colton Groome Financial Advisors LLC | 5,283 | $631K | 0.3% | +36.8% | 0.009% | |
| 4/18/2024 | O ROURKE & COMPANY Inc | 3,756 | $449K | 0.3% | +29.8% | 0.006% | |
| 4/18/2024 | Breakwater Capital Group | 33,895 | $4.05M | 1.0% | +14.6% | 0.055% | |
| 4/17/2024 | Annapolis Financial Services LLC | 50,107 | $5.99M | 2.0% | +22.5% | 0.082% | |
| 4/16/2024 | Calton & Associates Inc. | 5,234 | $625K | 0.3% | -20.4% | 0.009% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 7,962 | $951K | 0.0% | -1.6% | 0.013% | |
| 4/16/2024 | Procyon Advisors LLC | 11,327 | $1.35M | 0.1% | -53.0% | 0.018% | |
| 4/15/2024 | Wealthcare Capital Management LLC | 7,888 | $943K | 0.1% | -2.5% | 0.013% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 142,620 | $17.04M | 0.6% | -3.5% | 0.232% | |
| 4/15/2024 | Bowman & Co S.C. | 11,222 | $1.34M | 0.8% | N/A | 0.018% | |
| 4/15/2024 | Brookstone Capital Management | 3,839 | $459K | 0.0% | N/A | 0.006% | |
| 4/15/2024 | Flagstar Advisors Inc. | 6,893 | $824K | 0.2% | +74.2% | 0.011% | |
Tiny AI projects with huge promise hiding in plain sight … (Ad) I’ve developed a system that’s helped me find huge winners in the past.
Now my system has alerted me to the next four altcoins that could be the next superstars. Click here to find out who they are. |
| 4/13/2024 | Von Berge Wealth Management Group LLC | 104,445 | $12.48M | 8.0% | +26.6% | 0.170% | |
| 4/12/2024 | Capital Planning LLC | 86,739 | $10.37M | 3.4% | +3.1% | 0.141% | |
| 4/12/2024 | Global Trust Asset Management LLC | 3,975 | $475K | 0.2% | N/A | 0.006% | |
| 4/12/2024 | Lane & Associates LLC | 1,727 | $206K | 0.1% | N/A | 0.003% | |
| 4/12/2024 | High Net Worth Advisory Group LLC | 8,813 | $1.05M | 0.3% | +24.1% | 0.014% | |
| 4/11/2024 | Royal Fund Management LLC | 21,580 | $2.58M | 0.3% | +11.0% | 0.035% | |
| 4/11/2024 | &PARTNERS | 3,584 | $428K | 0.1% | N/A | 0.006% | |
| 4/11/2024 | Matthew Goff Investment Advisor LLC | 13,469 | $1.61M | 0.3% | +1.2% | 0.022% | |
| 4/11/2024 | Walden Wealth Partners LLC | 65,163 | $7.62M | 4.4% | +5.9% | 0.106% | |
| 4/10/2024 | CVA Family Office LLC | 32,553 | $3.89M | 0.7% | -1.8% | 0.057% | |
