4/18/2024 | Capital Advisors Ltd. LLC | 9,473 | $477K | 0.1% | -16.7% | 0.082% | |
4/17/2024 | Alpha Omega Wealth Management LLC | 165,327 | $8.33M | 1.5% | -2.4% | 1.425% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 1,013,957 | $51.06M | 0.1% | +12.6% | 8.741% | |
4/12/2024 | Navalign LLC | 4,754 | $239K | 0.1% | -30.6% | 0.041% | |
4/12/2024 | Ignite Planners LLC | 50,172 | $2.52M | 0.7% | +68.1% | 0.433% | |
4/12/2024 | AdvisorNet Financial Inc | 47,820 | $2.41M | 0.2% | +80.3% | 0.412% | |
|
4/10/2024 | Atwood & Palmer Inc. | 48,400 | $2.44M | 0.2% | -4.9% | 0.417% | |
4/8/2024 | Beese Fulmer Investment Management Inc. | 7,179 | $361K | 0.0% | -4.3% | 0.062% | |
3/1/2024 | Goldman Sachs Group Inc. | 1,818,277 | $90.93M | 0.0% | -3.2% | 15.675% | |
2/16/2024 | Burford Brothers Inc. | 16,823 | $841K | 0.6% | N/A | 0.145% | |
2/15/2024 | Citadel Advisors LLC | 94,060 | $4.70M | 0.0% | -7.3% | 0.811% | |
2/15/2024 | Comerica Bank | 1,713 | $86K | 0.0% | -53.9% | 0.015% | |
2/14/2024 | Royal Bank of Canada | 15,139 | $757K | 0.0% | -9.8% | 0.131% | |
2/14/2024 | Kestra Advisory Services LLC | 17,436 | $872K | 0.0% | +11.6% | 0.150% | |
2/13/2024 | Envestnet Asset Management Inc. | 15,971 | $799K | 0.0% | +6.9% | 0.138% | |
2/13/2024 | Goldman Sachs Group Inc. | 1,818,277 | $90.93M | 0.0% | -3.2% | 15.675% | |
2/12/2024 | Avestar Capital LLC | 429,191 | $21.57M | 2.4% | +212.5% | 3.700% | |
2/12/2024 | Stifel Financial Corp | 14,159 | $708K | 0.0% | -79.5% | 0.122% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 502 | $25K | 0.0% | N/A | 0.004% | |
2/9/2024 | Frazier Financial Advisors LLC | 44,484 | $2.23M | 1.9% | N/A | 0.383% | |
2/9/2024 | Wells Fargo & Company MN | 428,710 | $21.44M | 0.0% | -9.7% | 3.696% | |
2/8/2024 | Janney Montgomery Scott LLC | 5,994 | $300K | 0.0% | N/A | 0.052% | |
2/7/2024 | Gratus Capital LLC | 17,406 | $870K | 0.0% | +25.0% | 0.150% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 30,266 | $1.51M | 0.0% | -2.5% | 0.261% | |
2/7/2024 | Principal Securities Inc. | 11,975 | $599K | 0.0% | N/A | 0.103% | |
2/7/2024 | Clearwater Capital Advisors LLC | 7,014 | $351K | 0.0% | -4.6% | 0.060% | |
2/6/2024 | Spire Wealth Management | 1,180 | $59K | 0.0% | N/A | 0.010% | |
2/5/2024 | Sage Rhino Capital LLC | 90,171 | $4.51M | 1.2% | +6.5% | 0.777% | |
2/5/2024 | Adell Harriman & Carpenter Inc. | 81,522 | $4.08M | 0.4% | -39.9% | 0.703% | |
2/5/2024 | Precision Wealth Strategies LLC | 135,178 | $6.76M | 6.6% | -14.5% | 1.165% | |
2/5/2024 | Brio Consultants LLC | 54,427 | $2.72M | 0.5% | -30.4% | 0.469% | |
2/2/2024 | Private Wealth Partners LLC | 46,800 | $2.34M | 0.2% | +20.8% | 0.403% | |
2/2/2024 | Atria Wealth Solutions Inc. | 30,266 | $1.52M | 0.0% | -2.5% | 0.261% | |
2/1/2024 | CWM LLC | 650,508 | $32.53M | 0.2% | -3.8% | 5.608% | |
1/31/2024 | Alpha Omega Wealth Management LLC | 169,420 | $8.47M | 1.4% | -6.0% | 1.461% | |
1/30/2024 | Elmwood Wealth Management Inc. | 9,513 | $476K | 0.3% | -58.4% | 0.082% | |
1/30/2024 | Beverly Hills Private Wealth LLC | 29,480 | $1.47M | 0.4% | +110.4% | 0.254% | |
1/25/2024 | Bristlecone Advisors LLC | 105,017 | $5.25M | 0.5% | -20.5% | 0.905% | |
1/24/2024 | Mascoma Wealth Management LLC | 3,380 | $169K | 0.1% | -77.8% | 0.029% | |
1/19/2024 | AdvisorNet Financial Inc | 26,519 | $1.33M | 0.1% | +25.2% | 0.229% | |
Now Open: Crypto emergency update (Ad) During the event on Tuesday, April 23 at 10 am ET, I’ll be giving away the name and ticker symbol of crypto that could surge in price.
I believe it will be the best performing crypto of 2024. Just click here to sign up and be among the first to get it. |
1/19/2024 | Wagner Wealth Management LLC | 187,819 | $9.39M | 3.2% | -10.9% | 1.619% | |
1/18/2024 | Navalign LLC | 6,849 | $343K | 0.1% | -65.8% | 0.059% | |
1/18/2024 | Steel Grove Capital Advisors LLC | 15,511 | $776K | 0.1% | -9.7% | 0.134% | |
1/16/2024 | Engrave Wealth Partners LLC | 537,120 | $26.86M | 7.7% | -1.5% | 4.630% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 20,724 | $1.04M | 0.0% | +45.5% | 0.179% | |
1/16/2024 | Raymond James & Associates | 97,248 | $4.86M | 0.0% | +8.9% | 0.838% | |
1/16/2024 | Lionsbridge Wealth Management LLC | 23,768 | $1.19M | 1.0% | N/A | 0.205% | |
1/12/2024 | Atwood & Palmer Inc. | 50,900 | $2.55M | 0.2% | -3.9% | 0.439% | |
1/12/2024 | Fortitude Family Office LLC | 500 | $25K | 0.0% | N/A | 0.004% | |
1/11/2024 | Amplius Wealth Advisors LLC | 249,024 | $12.45M | 1.5% | N/A | 2.147% | |
1/9/2024 | Beese Fulmer Investment Management Inc. | 7,505 | $375K | 0.0% | -6.8% | 0.065% | |
1/9/2024 | Ignite Planners LLC | 29,854 | $1.49M | 0.4% | +58.2% | 0.257% | |
11/21/2023 | Comerica Bank | 3,713 | $185K | 0.0% | N/A | 0.032% | |
11/16/2023 | Financial Gravity Asset Management Inc. | 261,851 | $13.08M | 0.2% | +1,107.1% | 2.257% | |
11/16/2023 | Elmwood Wealth Management Inc. | 22,863 | $1.14M | 0.6% | -18.9% | 0.197% | |
11/15/2023 | Royal Bank of Canada | 16,785 | $838K | 0.0% | +6.3% | 0.145% | |
11/14/2023 | Tiemann Investment Advisors LLC | 65,545 | $3.27M | 1.8% | +23.8% | 0.565% | |
11/14/2023 | McGowan Group Asset Management Inc. | 4,961 | $248K | 0.0% | N/A | 0.043% | |
11/13/2023 | Stifel Financial Corp | 69,095 | $3.45M | 0.0% | -1.9% | 0.596% | |
11/13/2023 | Mariner LLC | 105,129 | $5.25M | 0.0% | +9.3% | 0.906% | |
11/13/2023 | LPL Financial LLC | 76,022 | $3.80M | 0.0% | +13.1% | 0.655% | |
11/13/2023 | Regal Investment Advisors LLC | 8,880 | $443K | 0.0% | +3.4% | 0.077% | |
11/13/2023 | Envestnet Asset Management Inc. | 14,937 | $746K | 0.0% | -75.1% | 0.129% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 31,057 | $1.55M | 0.0% | N/A | 0.268% | |
11/13/2023 | Kestra Advisory Services LLC | 15,619 | $780K | 0.0% | N/A | 0.135% | |
11/9/2023 | UBS Group AG | 1,405 | $70K | 0.0% | -37.3% | 0.012% | |
11/8/2023 | Beverly Hills Private Wealth LLC | 14,009 | $700K | 0.2% | N/A | 0.121% | |
11/8/2023 | HighTower Advisors LLC | 255,279 | $12.74M | 0.0% | +17.4% | 2.201% | |
11/8/2023 | Atria Wealth Solutions Inc. | 31,057 | $1.55M | 0.0% | -6.7% | 0.268% | |
11/7/2023 | Adell Harriman & Carpenter Inc. | 135,631 | $6.77M | 0.7% | +1.4% | 1.169% | |
11/7/2023 | Fermata Advisors LLC | 67,568 | $3.37M | 1.0% | N/A | 0.582% | |
11/7/2023 | Private Wealth Partners LLC | 38,750 | $1.94M | 0.2% | -2.0% | 0.334% | |
11/6/2023 | Nottingham Advisors Inc. | 4,445 | $222K | 0.0% | -32.8% | 0.038% | |
11/3/2023 | KCS Wealth Advisory | 166,015 | $8.29M | 3.5% | -0.2% | 1.431% | |
11/2/2023 | Synergy Financial Group LTD | 5,564 | $278K | 0.4% | N/A | 0.048% | |
10/31/2023 | Precision Wealth Strategies LLC | 158,139 | $7.90M | 8.6% | +196.9% | 1.363% | |
10/30/2023 | Perigon Wealth Management LLC | 7,781 | $389K | 0.0% | N/A | 0.067% | |
10/27/2023 | Brio Consultants LLC | 78,164 | $3.90M | 0.7% | -0.3% | 0.674% | |
10/26/2023 | Sage Rhino Capital LLC | 84,640 | $4.23M | 1.1% | +58.2% | 0.730% | |
10/26/2023 | Gratus Capital LLC | 13,929 | $696K | 0.0% | +27.8% | 0.120% | |
10/26/2023 | Shufro Rose & Co. LLC | 27,911 | $1.39M | 0.1% | +9.3% | 0.241% | |
10/25/2023 | Highland Financial Advisors LLC | 112,181 | $5.60M | 2.9% | +2.9% | 0.967% | |
10/24/2023 | Windsor Wealth Management Inc. | 4,243 | $212K | 0.0% | N/A | 0.037% | |
10/24/2023 | Raymond James & Associates | 89,340 | $4.46M | 0.0% | +605.9% | 0.770% | |
10/24/2023 | Dakota Wealth Management | 9,018 | $450K | 0.0% | N/A | 0.078% | |
10/20/2023 | Avestar Capital LLC | 137,362 | $6.86M | 1.0% | -48.1% | 1.184% | |
10/20/2023 | Atwood & Palmer Inc. | 52,950 | $2.64M | 0.2% | -47.3% | 0.456% | |
10/19/2023 | Wiser Wealth Management Inc | 18,086 | $903K | 0.4% | N/A | 0.156% | |
10/18/2023 | Proficio Capital Partners LLC | 62,845 | $3.14M | 0.4% | N/A | 0.542% | |
10/18/2023 | Wagner Wealth Management LLC | 210,898 | $10.53M | 3.8% | -10.0% | 1.818% | |
Forget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THIS (Ad) You might have seen that Bitcoin was one of the best performing assets of 2023.
It gained 164%.
But a crypto millionaire who has been tracking the space for more than a decade has ABANDONED Bitcoin.
He found something better. Click here to find out that this 8,788% cryptocurrency is. |
10/13/2023 | Mascoma Wealth Management LLC | 15,236 | $761K | 0.2% | -23.0% | 0.131% | |
10/12/2023 | AdvisorNet Financial Inc | 21,179 | $1.06M | 0.1% | -11.2% | 0.183% | |
10/11/2023 | Alpha Omega Wealth Management LLC | 180,314 | $9.01M | 1.6% | +1.4% | 1.554% | |
10/11/2023 | CWM LLC | 676,532 | $33.79M | 0.2% | -4.0% | 5.832% | |
10/11/2023 | Navalign LLC | 20,042 | $1.00M | 0.4% | N/A | 0.173% | |
10/11/2023 | Ignite Planners LLC | 18,867 | $939K | 0.3% | N/A | 0.163% | |
10/10/2023 | Green Square Capital Advisors LLC | 17,181 | $858K | 0.1% | +51.2% | 0.148% | |
8/21/2023 | Osaic Holdings Inc. | 26,494 | $1.32M | 0.0% | +3.7% | 0.228% | |
8/17/2023 | Imprint Wealth LLC | 13,760 | $1.38M | 0.1% | N/A | 0.119% | |
8/16/2023 | Sunbelt Securities Inc. | 523 | $26K | 0.0% | N/A | 0.005% | |