5/10/2024 | First Foundation Advisors | 138,674 | $3.11M | 0.1% | -21.1% | 0.947% | |
5/8/2024 | Avantax Advisory Services Inc. | 11,111 | $249K | 0.0% | +6.4% | 0.076% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 19,355 | $434K | 0.0% | -17.8% | 0.132% | |
5/6/2024 | Kades & Cheifetz LLC | 78,155 | $1.75M | 1.1% | -4.4% | 0.533% | |
5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 15,511 | $348K | 0.0% | -85.2% | 0.106% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 26,229 | $588K | 0.0% | -9.7% | 0.179% | |
|
5/1/2024 | Janney Montgomery Scott LLC | 10,279 | $230K | 0.0% | -23.3% | 0.070% | |
5/1/2024 | Auour Investments LLC | 14,264 | $320K | 0.1% | +25.0% | 0.097% | |
5/1/2024 | Private Advisor Group LLC | 21,409 | $480K | 0.0% | +2.4% | 0.146% | |
4/30/2024 | HB Wealth Management LLC | 10,739 | $241K | 0.0% | N/A | 0.073% | |
4/30/2024 | Naples Global Advisors LLC | 54,875 | $1.23M | 0.1% | -7.5% | 0.375% | |
4/29/2024 | Commonwealth Equity Services LLC | 87,782 | $1.97M | 0.0% | -1.7% | 0.599% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 10,400 | $233K | 0.0% | N/A | 0.071% | |
4/24/2024 | Dakota Wealth Management | 270,013 | $6.05M | 0.2% | +83.1% | 1.843% | |
4/23/2024 | Global Retirement Partners LLC | 1,302 | $29K | 0.0% | -34.6% | 0.009% | |
4/23/2024 | McAdam LLC | 44,385 | $995K | 0.1% | -4.9% | 0.303% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 98,442 | $2.21M | 0.0% | -3.3% | 0.672% | |
4/19/2024 | Willis Johnson & Associates Inc. | 110,433 | $2.48M | 0.2% | +5.2% | 0.754% | |
4/18/2024 | Breakwater Capital Group | 77,088 | $1.73M | 0.4% | -9.4% | 0.526% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 108,661 | $2.44M | 0.1% | +4.3% | 0.742% | |
4/15/2024 | Hobart Private Capital LLC | 9,949 | $223K | 0.1% | -33.3% | 0.068% | |
4/15/2024 | RMR Wealth Builders | 29,169 | $654K | 0.1% | +26.6% | 0.199% | |
4/10/2024 | Fragasso Group Inc. | 326,909 | $7.33M | 0.6% | -23.9% | 1.857% | |
4/9/2024 | Mather Group LLC. | 4,996 | $111K | 0.0% | N/A | 0.028% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 19,523 | $432K | 0.0% | +11.0% | 0.111% | |
3/5/2024 | Processus Wealth & Capital Management LLC | 12,570 | $278K | 0.3% | N/A | 0.071% | |
3/1/2024 | Pineridge Advisors LLC | 10,602 | $235K | 0.1% | N/A | 0.060% | |
2/29/2024 | Tortoise Investment Management LLC | 15,967 | $353K | 0.0% | -38.7% | 0.091% | |
2/14/2024 | Visionary Wealth Advisors | 83,988 | $1.86M | 0.1% | -24.6% | 0.477% | |
2/13/2024 | Stephens Inc. AR | 65,353 | $1.45M | 0.0% | +1.2% | 0.371% | |
2/12/2024 | Clear Rock Advisors LLC | 10,206 | $225K | 0.1% | N/A | 0.058% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 12,444 | $275K | 0.0% | -11.9% | 0.071% | |
2/9/2024 | Eagle Global Advisors LLC | 14,884 | $329K | 0.0% | +15.5% | 0.085% | |
2/9/2024 | LWS Wealth Advisors Inc. | 22,575 | $500K | 0.2% | N/A | 0.128% | |
2/9/2024 | 1620 Investment Advisors Inc. | 11,585 | $256K | 0.3% | +9.1% | 0.066% | |
2/9/2024 | Wells Fargo & Company MN | 1,000,861 | $22.15M | 0.0% | -21.7% | 5.687% | |
2/8/2024 | Tortoise Investment Management LLC | 15,967 | $353K | 0.0% | -38.7% | 0.091% | |
2/8/2024 | Kingsview Wealth Management LLC | 14,224 | $315K | 0.0% | +6.0% | 0.081% | |
2/8/2024 | Innova Wealth Partners | 23,576 | $522K | 0.4% | -22.3% | 0.134% | |
2/7/2024 | NBC Securities Inc. | 6,516 | $144K | 0.0% | -49.9% | 0.037% | |
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2/7/2024 | Principal Securities Inc. | 17,268 | $382K | 0.0% | N/A | 0.098% | |
2/6/2024 | RMR Wealth Builders | 23,049 | $510K | 0.1% | N/A | 0.131% | |
2/6/2024 | Private Advisor Group LLC | 20,910 | $463K | 0.0% | +21.4% | 0.119% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 104,198 | $2.31M | 0.1% | +16.9% | 0.592% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 2,012 | $45K | 0.0% | -32.2% | 0.011% | |
2/5/2024 | Brandywine Oak Private Wealth LLC | 18,254 | $404K | 0.0% | -17.1% | 0.104% | |
2/5/2024 | Kestra Private Wealth Services LLC | 12,808 | $283K | 0.0% | -24.7% | 0.073% | |
2/5/2024 | McAdam LLC | 46,653 | $1.03M | 0.1% | +8.1% | 0.265% | |
2/2/2024 | Truist Financial Corp | 168,930 | $3.74M | 0.0% | -4.9% | 0.960% | |
2/2/2024 | Bryn Mawr Capital Management LLC | 29,041 | $643K | 0.0% | N/A | 0.165% | |
2/1/2024 | Foster & Motley Inc. | 13,030 | $288K | 0.0% | N/A | 0.074% | |
2/1/2024 | Sigma Planning Corp | 14,979 | $331K | 0.0% | -69.0% | 0.085% | |
1/30/2024 | Allen Capital Group LLC | 20,558 | $455K | 0.1% | -22.3% | 0.117% | |
1/30/2024 | Capital Analysts LLC | 1,525 | $34K | 0.0% | -99.6% | 0.009% | |
1/30/2024 | Dakota Wealth Management | 147,507 | $3.26M | 0.1% | +2.5% | 0.838% | |
1/30/2024 | MBM Wealth Consultants LLC | 14,092 | $312K | 0.1% | +5.0% | 0.080% | |
1/30/2024 | Kades & Cheifetz LLC | 81,716 | $1.81M | 1.3% | -7.5% | 0.464% | |
1/24/2024 | Sowell Financial Services LLC | 93,877 | $2.08M | 0.1% | -0.9% | 0.533% | |
1/24/2024 | Auour Investments LLC | 11,408 | $250K | 0.1% | -35.2% | 0.065% | |
1/24/2024 | Breakwater Capital Group | 85,059 | $1.87M | 0.5% | +11.1% | 0.483% | |
1/24/2024 | Walkner Condon Financial Advisors LLC | 15,280 | $338K | 0.1% | N/A | 0.087% | |
1/23/2024 | StrategIQ Financial Group LLC | 31,421 | $695K | 0.1% | +28.3% | 0.179% | |
1/19/2024 | PFG Advisors | 16,860 | $373K | 0.0% | -6.8% | 0.096% | |
1/19/2024 | Occidental Asset Management LLC | 25,811 | $571K | 0.1% | -32.3% | 0.147% | |
1/18/2024 | Global Retirement Partners LLC | 1,991 | $44K | 0.0% | +52.9% | 0.011% | |
1/18/2024 | Hobart Private Capital LLC | 14,912 | $330K | 0.1% | N/A | 0.085% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 101,770 | $2.25M | 0.0% | -10.4% | 0.578% | |
1/12/2024 | Global Strategic Investment Solutions LLC | 341,180 | $7.55M | 0.9% | +8.9% | 1.939% | |
1/12/2024 | Willis Johnson & Associates Inc. | 104,972 | $2.32M | 0.2% | +7.7% | 0.596% | |
1/11/2024 | Naples Global Advisors LLC | 59,300 | $1.31M | 0.1% | -32.9% | 0.337% | |
1/11/2024 | BCS Wealth Management | 9,416 | $208K | 0.1% | N/A | 0.054% | |
1/11/2024 | Revisor Wealth Management LLC | 18,264 | $404K | 0.5% | N/A | 0.104% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 44,877 | $994K | 0.0% | -14.7% | 0.255% | |
1/8/2024 | Fragasso Group Inc. | 429,551 | $9.51M | 0.9% | N/A | 2.441% | |
1/3/2024 | FC Advisory LLC | 11,916 | $264K | 0.1% | N/A | 0.068% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 17,591 | $380K | 0.0% | -2.8% | 0.100% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 767,993 | $16.60M | 0.1% | +25.6% | 4.364% | |
11/14/2023 | Trustmark National Bank Trust Department | 39,609 | $856K | 0.1% | -12.4% | 0.225% | |
11/13/2023 | Visionary Wealth Advisors | 111,417 | $2.41M | 0.2% | -9.1% | 0.633% | |
11/13/2023 | LPL Financial LLC | 514,680 | $11.13M | 0.0% | +65.6% | 2.924% | |
11/13/2023 | Envestnet Asset Management Inc. | 856,244 | $18.51M | 0.0% | +10.0% | 4.865% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 23,516 | $508K | 0.0% | N/A | 0.134% | |
11/13/2023 | Kestra Advisory Services LLC | 29,606 | $640K | 0.0% | +83.8% | 0.168% | |
11/9/2023 | UBS Group AG | 196,735 | $4.25M | 0.0% | -22.4% | 1.118% | |
11/9/2023 | Davidson Investment Advisors | 3,243 | $70K | 0.0% | N/A | 0.018% | |
11/8/2023 | Sowell Financial Services LLC | 94,696 | $2.05M | 0.1% | +617.4% | 0.538% | |
11/8/2023 | Kestra Private Wealth Services LLC | 17,006 | $368K | 0.0% | -28.6% | 0.097% | |
11/7/2023 | Jacobson & Schmitt Advisors LLC | 41,191 | $891K | 0.3% | +11.5% | 0.234% | |
11/7/2023 | Great Valley Advisor Group Inc. | 24,468 | $529K | 0.0% | +4.6% | 0.139% | |
11/6/2023 | Sigma Planning Corp | 48,368 | $1.05M | 0.0% | -3.1% | 0.275% | |
Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years (Ad) If you think AI is big, then you have got to check out something I call Imperium…
By my calculations, it’s set to grow 320,000% in three years. (You can see my calculations here.) Watch my video for all of the details |
11/6/2023 | Breakwater Capital Group | 76,528 | $1.64M | 0.6% | -2.5% | 0.435% | |
11/4/2023 | NBC Securities Inc. | 13,010 | $281K | 0.0% | N/A | 0.074% | |
11/3/2023 | Private Advisor Group LLC | 17,218 | $372K | 0.0% | -3.3% | 0.098% | |
11/1/2023 | Allen Capital Group LLC | 26,444 | $568K | 0.1% | +7.6% | 0.150% | |
10/31/2023 | McAdam LLC | 43,174 | $933K | 0.1% | -13.9% | 0.245% | |
10/31/2023 | Allworth Financial LP | 4,926 | $107K | 0.0% | -69.6% | 0.028% | |
10/30/2023 | Kades & Cheifetz LLC | 88,380 | $1.91M | 1.5% | +0.7% | 0.502% | |
10/25/2023 | Willis Johnson & Associates Inc. | 97,476 | $2.11M | 0.2% | -4.6% | 0.554% | |
10/25/2023 | Stone Point Wealth LLC | 24,387 | $527K | 0.2% | -4.9% | 0.139% | |
10/25/2023 | Signet Financial Management LLC | 21,288 | $460K | 0.1% | -84.3% | 0.121% | |