4/16/2024 | OneAscent Wealth Management LLC | 22,919 | $561K | 0.2% | +54.2% | 0.244% | |
4/16/2024 | Kathmere Capital Management LLC | 21,626 | $530K | 0.1% | N/A | 0.230% | |
4/16/2024 | Seed Wealth Management Inc. | 75,713 | $1.84M | 1.8% | -11.3% | 0.805% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 359,914 | $8.82M | 0.0% | -2.9% | 3.829% | |
4/15/2024 | Key Client Fiduciary Advisors LLC | 51,590 | $1.26M | 0.7% | -6.0% | 0.549% | |
4/12/2024 | Fermata Advisors LLC | 12,823 | $314K | 0.1% | N/A | 0.136% | |
|
4/12/2024 | Systelligence LLC | 577,084 | $14.14M | 3.7% | +0.6% | 6.139% | |
4/11/2024 | Fortitude Family Office LLC | 1,562 | $38K | 0.0% | N/A | 0.017% | |
2/15/2024 | Freedom Investment Management Inc. | 25,527 | $620K | 0.1% | N/A | 0.272% | |
2/14/2024 | Royal Bank of Canada | 78,002 | $1.90M | 0.0% | +63.6% | 0.830% | |
2/13/2024 | Envestnet Asset Management Inc. | 164,704 | $4.00M | 0.0% | N/A | 1.752% | |
2/13/2024 | Cetera Advisor Networks LLC | 19,421 | $472K | 0.0% | N/A | 0.207% | |
2/12/2024 | Adams Wealth Management | 13,375 | $325K | 0.1% | -11.6% | 0.142% | |
2/12/2024 | Stifel Financial Corp | 33,311 | $809K | 0.0% | -19.1% | 0.354% | |
2/9/2024 | Orion Portfolio Solutions LLC | 8,928 | $217K | 0.0% | N/A | 0.095% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 55,590 | $1.35M | 0.0% | +21.0% | 0.591% | |
2/9/2024 | Franklin Resources Inc. | 2,797,611 | $67.95M | 0.0% | +8.5% | 29.762% | |
2/9/2024 | Assetmark Inc. | 60,339 | $1.47M | 0.0% | N/A | 0.642% | |
2/7/2024 | Avantax Advisory Services Inc. | 8,625 | $209K | 0.0% | N/A | 0.092% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 24,819 | $603K | 0.0% | N/A | 0.264% | |
2/7/2024 | Acorn Wealth Advisors LLC | 27,223 | $661K | 0.4% | +24.4% | 0.290% | |
2/7/2024 | VisionPoint Advisory Group LLC | 3,859 | $94K | 0.0% | N/A | 0.041% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 83,292 | $2.02M | 0.1% | +4.5% | 0.886% | |
2/2/2024 | Atria Wealth Solutions Inc. | 13,891 | $337K | 0.0% | N/A | 0.148% | |
1/29/2024 | Aire Advisors LLC | 250,923 | $6.10M | 1.5% | +0.8% | 2.669% | |
1/25/2024 | Strategic Blueprint LLC | 8,811 | $214K | 0.0% | N/A | 0.094% | |
1/24/2024 | Arkadios Wealth Advisors | 10,403 | $253K | 0.0% | N/A | 0.111% | |
1/24/2024 | Seed Wealth Management Inc. | 85,347 | $2.07M | 2.1% | -22.2% | 0.908% | |
1/23/2024 | Advisory Alpha LLC | 12,502 | $304K | 0.0% | N/A | 0.133% | |
1/23/2024 | Sightline Wealth Advisors LLC | 11,386 | $277K | 0.2% | N/A | 0.121% | |
1/19/2024 | Fulcrum Equity Management | 17,319 | $421K | 0.5% | N/A | 0.184% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 19,907 | $484K | 0.0% | +2.2% | 0.212% | |
1/16/2024 | Raymond James & Associates | 14,800 | $359K | 0.0% | N/A | 0.157% | |
1/16/2024 | CoreCap Advisors LLC | 43,769 | $1.06M | 0.1% | N/A | 0.466% | |
1/12/2024 | Trilogy Capital Inc. | 733,968 | $17.83M | 1.1% | +5.9% | 7.808% | |
1/11/2024 | OneAscent Wealth Management LLC | 14,864 | $361K | 0.1% | +8.9% | 0.158% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 12,042 | $292K | 0.0% | N/A | 0.128% | |
1/9/2024 | Key Client Fiduciary Advisors LLC | 54,890 | $1.33M | 0.8% | -2.0% | 0.584% | |
1/8/2024 | Systelligence LLC | 573,449 | $13.93M | 3.8% | +1.8% | 6.101% | |
11/16/2023 | GTS Securities LLC | 46,269 | $1.11M | 0.0% | N/A | 0.492% | |
AI “wealth window” is closing soon! (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]… |
11/15/2023 | Toroso Investments LLC | 27,163 | $653K | 0.0% | N/A | 0.289% | |
11/15/2023 | Royal Bank of Canada | 47,671 | $1.15M | 0.0% | +1,733.5% | 0.507% | |
11/15/2023 | JT Stratford LLC | 19,136 | $460K | 0.1% | +98.3% | 0.204% | |
11/15/2023 | Key Client Fiduciary Advisors LLC | 55,990 | $1.35M | 0.8% | -2.5% | 0.596% | |
11/13/2023 | Wright Fund Management LLC | 101,900 | $2.45M | 0.1% | N/A | 1.084% | |
11/13/2023 | Stifel Financial Corp | 41,196 | $991K | 0.0% | -22.5% | 0.438% | |
11/13/2023 | LPL Financial LLC | 349,167 | $8.40M | 0.0% | -3.4% | 3.715% | |
11/7/2023 | Acorn Wealth Advisors LLC | 21,891 | $526K | 0.3% | +12.3% | 0.233% | |
11/6/2023 | Donoghue Forlines LLC | 31,365 | $754K | 0.3% | N/A | 0.334% | |
11/3/2023 | Private Advisor Group LLC | 26,265 | $632K | 0.0% | +2.5% | 0.279% | |
10/30/2023 | Aire Advisors LLC | 248,926 | $5.99M | 1.6% | +2.0% | 2.648% | |
10/25/2023 | WealthShield Partners LLC | 4,600 | $111K | 0.0% | N/A | 0.049% | |
10/25/2023 | Concourse Financial Group Securities Inc. | 79,731 | $1.92M | 0.1% | N/A | 0.848% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 19,486 | $469K | 0.0% | N/A | 0.207% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 45,944 | $1.11M | 0.0% | -5.7% | 0.489% | |
10/23/2023 | Commonwealth Equity Services LLC | 8,686 | $209K | 0.0% | N/A | 0.092% | |
10/16/2023 | Trilogy Capital Inc. | 693,175 | $16.67M | 1.1% | +3.9% | 7.374% | |
10/16/2023 | Seed Wealth Management Inc. | 109,742 | $2.64M | 3.0% | -14.6% | 1.167% | |
10/13/2023 | OneAscent Wealth Management LLC | 13,652 | $328K | 0.1% | N/A | 0.145% | |
10/13/2023 | Redhawk Wealth Advisors Inc. | 174,325 | $4.19M | 1.4% | N/A | 1.855% | |
10/12/2023 | IFP Advisors Inc | 16,717 | $402K | 0.0% | +169.1% | 0.178% | |
10/11/2023 | AE Wealth Management LLC | 9,237 | $222K | 0.0% | N/A | 0.098% | |
10/10/2023 | Systelligence LLC | 563,188 | $13.55M | 3.8% | +83.1% | 5.991% | |
8/21/2023 | Osaic Holdings Inc. | 48,727 | $1.17M | 0.0% | -89.2% | 0.518% | |
8/16/2023 | Sunbelt Securities Inc. | 4,048 | $98K | 0.0% | N/A | 0.043% | |
8/15/2023 | Equitable Holdings Inc. | 61,360 | $1.48M | 0.0% | +65.7% | 0.653% | |
8/15/2023 | Stifel Financial Corp | 53,163 | $1.28M | 0.0% | +31.0% | 0.566% | |
8/14/2023 | IFP Advisors Inc | 6,212 | $150K | 0.0% | N/A | 0.066% | |
8/14/2023 | Eqis Capital Management Inc. | 31,696 | $764K | 0.1% | N/A | 0.337% | |
8/11/2023 | Franklin Resources Inc. | 2,565,864 | $61.81M | 0.0% | -9.0% | 27.296% | |
8/10/2023 | Osaic Holdings Inc. | 48,727 | $1.17M | 0.0% | -89.2% | 0.518% | |
8/10/2023 | Cetera Advisors LLC | 17,380 | $419K | 0.0% | N/A | 0.185% | |
8/10/2023 | Cetera Advisor Networks LLC | 18,962 | $457K | 0.0% | N/A | 0.202% | |
8/10/2023 | Cetera Investment Advisers | 70,781 | $1.71M | 0.0% | N/A | 0.828% | |
8/4/2023 | Envestnet Asset Management Inc. | 126,824 | $3.06M | 0.0% | -67.6% | 1.483% | |
8/4/2023 | IFP Advisors Inc | 6,212 | $157K | 0.0% | N/A | 0.073% | |
8/2/2023 | Acorn Wealth Advisors LLC | 19,494 | $470K | 0.3% | +9.8% | 0.228% | |
8/2/2023 | Aire Advisors LLC | 244,104 | $5.88M | 1.5% | +5.5% | 2.855% | |
7/31/2023 | LPL Financial LLC | 361,328 | $8.70M | 0.0% | +31.1% | 4.226% | |
7/27/2023 | Seed Wealth Management Inc. | 128,532 | $3.10M | 3.3% | +19.5% | 1.503% | |
7/25/2023 | OLD Second National Bank of Aurora | 2,016 | $49K | 0.0% | -78.1% | 0.024% | |
7/24/2023 | Trilogy Capital Inc. | 667,203 | $16.08M | 1.0% | N/A | 7.804% | |
7/13/2023 | Systelligence LLC | 307,663 | $7.41M | 2.3% | -49.1% | 3.598% | |
7/13/2023 | Key Client Fiduciary Advisors LLC | 57,430 | $1.38M | 0.8% | -2.5% | 0.672% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 48,725 | $1.17M | 0.0% | +10.9% | 0.570% | |
7/7/2023 | Fulcrum Equity Management | 16,143 | $389K | 0.5% | N/A | 0.189% | |
5/18/2023 | JPMorgan Chase & Co. | 3,713 | $89K | 0.0% | N/A | 0.043% | |
5/16/2023 | Jane Street Group LLC | 83,009 | $1.98M | 0.0% | -58.3% | 0.960% | |
5/15/2023 | Equitable Holdings Inc. | 37,041 | $883K | 0.0% | N/A | 0.428% | |
5/15/2023 | Flow Traders U.S. LLC | 13,253 | $316K | 0.0% | -11.8% | 0.153% | |
Did You Get Your Free Bitcoin Yet? (Ad) And my special guest is willing to give you $10 in Bitcoin (BTC) if you take it seriously.
Right now is a very important time to pay attention to what we are doing and what is happening.
If you wait... it will be too late.
This week we are holding several workshops and if you attend and pay attention my special guest is going to send you $10 in Bitcoin. >> Register right here |
5/12/2023 | Stifel Financial Corp | 40,587 | $968K | 0.0% | N/A | 0.469% | |
5/12/2023 | Franklin Resources Inc. | 2,818,999 | $67.23M | 0.0% | -15.7% | 32.590% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 43,953 | $1.05M | 0.0% | +6.4% | 0.508% | |
5/11/2023 | Envestnet Asset Management Inc. | 391,566 | $9.34M | 0.0% | -16.9% | 4.527% | |
5/11/2023 | Commonwealth Equity Services LLC | 11,992 | $286K | 0.0% | N/A | 0.139% | |
5/10/2023 | Private Advisor Group LLC | 25,875 | $617K | 0.0% | N/A | 0.299% | |
5/10/2023 | LPL Financial LLC | 275,633 | $6.57M | 0.0% | +57.9% | 3.187% | |
5/10/2023 | JT Stratford LLC | 9,381 | $224K | 0.1% | N/A | 0.108% | |
5/9/2023 | Acorn Wealth Advisors LLC | 17,752 | $423K | 0.3% | +13.7% | 0.205% | |
5/3/2023 | Adams Wealth Management | 22,617 | $539K | 0.2% | +159.7% | 0.261% | |