4/24/2024 | GDS Wealth Management | 218,223 | $16.72M | 2.0% | -39.6% | 1.705% | |
4/23/2024 | Bfsg LLC | 26,207 | $2.01M | 0.3% | +12.8% | 0.205% | |
4/22/2024 | Bay Harbor Wealth Management LLC | 401 | $31K | 0.0% | N/A | 0.003% | |
4/22/2024 | Altfest L J & Co. Inc. | 4,633 | $355K | 0.1% | +8.3% | 0.036% | |
4/19/2024 | Kovack Advisors Inc. | 3,918 | $300K | 0.0% | -24.2% | 0.031% | |
4/19/2024 | Redmont Wealth Advisors LLC | 745 | $57K | 0.1% | N/A | 0.006% | |
|
4/16/2024 | OneAscent Wealth Management LLC | 4,254 | $326K | 0.1% | -4.6% | 0.033% | |
4/16/2024 | Capital Asset Advisory Services LLC | 692,307 | $52.32M | 3.0% | +3.0% | 5.409% | |
4/11/2024 | RFG Advisory LLC | 7,626 | $584K | 0.0% | N/A | 0.060% | |
4/10/2024 | Wedmont Private Capital | 647,449 | $49.12M | 3.6% | +7.9% | 5.058% | |
2/20/2024 | Nepc LLC | 1,055,435 | $81.79M | 4.5% | N/A | 9.013% | |
2/13/2024 | Lake Street Advisors Group LLC | 19,076 | $1.48M | 0.1% | N/A | 0.163% | |
2/13/2024 | Pinnacle Financial Group LLC IL | 4,835 | $375K | 0.2% | N/A | 0.041% | |
2/9/2024 | King Luther Capital Management Corp | 94,161 | $7.30M | 0.0% | +1.7% | 0.804% | |
2/9/2024 | Corient Private Wealth LLC | 59,995 | $4.65M | 0.0% | +0.7% | 0.512% | |
2/9/2024 | UBS Group AG | 115,087 | $8.92M | 0.0% | +61.7% | 0.983% | |
2/8/2024 | Independent Advisor Alliance | 26,688 | $2.00M | 0.1% | +100.0% | 0.228% | |
2/8/2024 | Financial Advocates Investment Management | 168,586 | $13.06M | 0.8% | +850.5% | 1.440% | |
2/7/2024 | Checchi Capital Advisers LLC | 2,830 | $219K | 0.0% | N/A | 0.024% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 209,305 | $16.22M | 0.1% | +1.6% | 1.787% | |
2/7/2024 | GDS Wealth Management | 361,018 | $27.98M | 3.8% | +6.8% | 3.083% | |
2/6/2024 | Private Advisor Group LLC | 17,146 | $1.33M | 0.0% | -4.8% | 0.146% | |
2/6/2024 | Axxcess Wealth Management LLC | 669,999 | $51.92M | 1.5% | -1.7% | 5.722% | |
2/5/2024 | Kestra Private Wealth Services LLC | 24,175 | $1.87M | 0.0% | +1.2% | 0.206% | |
2/5/2024 | Mather Group LLC. | 4,520 | $350K | 0.0% | +26.9% | 0.039% | |
2/2/2024 | Truist Financial Corp | 4,646 | $360K | 0.0% | N/A | 0.040% | |
2/2/2024 | Kovack Advisors Inc. | 5,168 | $400K | 0.0% | -13.3% | 0.044% | |
2/2/2024 | Atria Wealth Solutions Inc. | 41,254 | $3.20M | 0.0% | +2.3% | 0.352% | |
2/2/2024 | Sensible Financial Planning & Management LLC. | 97,150 | $7.53M | 1.8% | +12.9% | 0.830% | |
2/2/2024 | Bfsg LLC | 23,224 | $1.80M | 0.3% | +1.8% | 0.198% | |
2/1/2024 | RWA Wealth Partners LLC | 75,359 | $5.84M | 0.1% | -69.8% | 0.644% | |
1/31/2024 | Dupree Financial Group LLC | 2,723 | $211K | 0.1% | N/A | 0.023% | |
1/31/2024 | Archer Investment Corp | 1,791 | $139K | 0.0% | -63.7% | 0.015% | |
1/29/2024 | Perigon Wealth Management LLC | 22,479 | $1.74M | 0.1% | +3.3% | 0.192% | |
1/25/2024 | International Assets Investment Management LLC | 31,771 | $2.46M | 0.0% | +3,045.6% | 0.271% | |
1/25/2024 | Bristlecone Advisors LLC | 4,558 | $353K | 0.0% | -4.9% | 0.039% | |
1/24/2024 | International Assets Investment Management LLC | 31,771 | $2.46M | 0.0% | +3,045.6% | 0.271% | |
1/19/2024 | Sharkey Howes & Javer | 13,126 | $1.02M | 0.2% | +57.6% | 0.112% | |
1/18/2024 | Planned Solutions Inc. | 1,478 | $115K | 0.1% | N/A | 0.013% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 11,203 | $868K | 0.0% | -3.7% | 0.096% | |
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1/12/2024 | Mutual Advisors LLC | 5,928 | $459K | 0.0% | -3.4% | 0.051% | |
1/9/2024 | Capital Asset Advisory Services LLC | 672,054 | $52.08M | 3.2% | -2.1% | 5.739% | |
1/9/2024 | Wedmont Private Capital | 600,043 | $46.11M | 3.8% | +23.3% | 5.124% | |
11/21/2023 | Comerica Bank | 195,911 | $14.19M | 0.1% | N/A | 1.652% | |
11/15/2023 | Axxcess Wealth Management LLC | 681,268 | $49.36M | 1.7% | N/A | 5.744% | |
11/13/2023 | Stifel Financial Corp | 36,442 | $2.64M | 0.0% | +9.8% | 0.307% | |
11/13/2023 | Mariner LLC | 6,085 | $441K | 0.0% | -9.8% | 0.051% | |
11/13/2023 | Envestnet Asset Management Inc. | 244,153 | $17.69M | 0.0% | -51.0% | 2.059% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 206,016 | $14.93M | 0.1% | N/A | 1.737% | |
11/13/2023 | Kestra Advisory Services LLC | 3,250 | $235K | 0.0% | N/A | 0.027% | |
11/9/2023 | Fiera Capital Corp | 5,556 | $403K | 0.0% | +6.1% | 0.047% | |
11/9/2023 | UBS Group AG | 71,173 | $5.16M | 0.0% | +26.1% | 0.600% | |
11/8/2023 | Fort Point Capital Partners LLC | 16,530 | $1.20M | 0.2% | +347.6% | 0.139% | |
11/8/2023 | Atria Wealth Solutions Inc. | 40,325 | $2.92M | 0.0% | -3.8% | 0.340% | |
11/8/2023 | Kestra Private Wealth Services LLC | 23,887 | $1.73M | 0.1% | +1.6% | 0.201% | |
11/7/2023 | Sax Wealth Advisors LLC | 6,712 | $486K | 0.1% | -7.8% | 0.057% | |
11/4/2023 | NBC Securities Inc. | 474 | $34K | 0.0% | N/A | 0.004% | |
11/3/2023 | Private Advisor Group LLC | 18,019 | $1.31M | 0.0% | -12.5% | 0.152% | |
10/31/2023 | Allworth Financial LP | 469 | $34K | 0.0% | N/A | 0.004% | |
10/31/2023 | Sharkey Howes & Javer | 8,329 | $603K | 0.1% | N/A | 0.070% | |
10/30/2023 | Perigon Wealth Management LLC | 21,753 | $1.58M | 0.1% | +1.9% | 0.183% | |
10/27/2023 | Financial Advocates Investment Management | 17,736 | $1.29M | 0.1% | N/A | 0.150% | |
10/27/2023 | Sensible Financial Planning & Management LLC. | 86,073 | $6.24M | 1.6% | +24.4% | 0.726% | |
10/25/2023 | WealthShield Partners LLC | 24,812 | $1.80M | 0.3% | N/A | 0.209% | |
10/24/2023 | Independent Advisor Alliance | 13,344 | $967K | 0.0% | +2.7% | 0.113% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 11,634 | $843K | 0.0% | +25.3% | 0.098% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 9,481 | $687K | 0.0% | +11.6% | 0.080% | |
10/23/2023 | Commonwealth Equity Services LLC | 3,710 | $269K | 0.0% | -8.3% | 0.031% | |
10/20/2023 | Bfsg LLC | 22,808 | $1.65M | 0.3% | +429.8% | 0.192% | |
10/19/2023 | GDS Wealth Management | 338,137 | $24.50M | 3.9% | +11.2% | 2.851% | |
10/18/2023 | Pinnacle Bancorp Inc. | 7,585 | $550K | 0.2% | +5.6% | 0.064% | |
10/18/2023 | Capital Asset Advisory Services LLC | 686,347 | $49.63M | 3.4% | +4.1% | 5.787% | |
10/16/2023 | Investment Advisory Group LLC | 3,820 | $277K | 0.1% | +7.9% | 0.032% | |
10/13/2023 | OneAscent Wealth Management LLC | 4,458 | $323K | 0.1% | +4.8% | 0.038% | |
10/11/2023 | AE Wealth Management LLC | 8,823 | $639K | 0.0% | -8.3% | 0.074% | |
10/11/2023 | Adviser Investments LLC | 249,674 | $18.09M | 0.4% | -93.8% | 2.105% | |
10/10/2023 | National Bank of Canada FI | 9,529 | $682K | 0.0% | +8.9% | 0.080% | |
10/10/2023 | Wedmont Private Capital | 486,823 | $35.06M | 3.5% | +16.3% | 4.105% | |
10/4/2023 | International Assets Investment Management LLC | 1,010 | $69K | 0.0% | N/A | 0.009% | |
8/14/2023 | Fort Point Capital Partners LLC | 3,693 | $279K | 0.0% | +4.3% | 0.025% | |
8/14/2023 | MML Investors Services LLC | 301,349 | $22.80M | 0.1% | +74.9% | 2.000% | |
8/14/2023 | Graves Light Lenhart Wealth Inc. | 29,775 | $2.25M | 0.3% | +0.9% | 0.198% | |
8/11/2023 | Sax Wealth Advisors LLC | 7,276 | $550K | 0.1% | -11.3% | 0.048% | |
8/10/2023 | King Luther Capital Management Corp | 92,107 | $6.97M | 0.0% | +7.7% | 0.611% | |
8/10/2023 | Private Advisor Group LLC | 20,596 | $1.56M | 0.0% | -36.3% | 0.137% | |
8/10/2023 | Cetera Advisor Networks LLC | 96,741 | $7.32M | 0.1% | +17.8% | 0.642% | |
8/10/2023 | Cetera Investment Advisers | 47,073 | $3.56M | 0.0% | -4.1% | 0.312% | |
8/9/2023 | Altfest L J & Co. Inc. | 4,134 | $313K | 0.0% | +10.0% | 0.027% | |
8/8/2023 | Archer Investment Corp | 4,861 | $368K | 0.1% | +157.1% | 0.032% | |
8/8/2023 | Kestra Private Wealth Services LLC | 23,512 | $1.78M | 0.1% | -10.4% | 0.156% | |
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He predicted the dangerous rise of inflation... the death of the 60/40 portfolio... and now, this 40-year market veteran and retirement expert is stepping forward with a new must-see warning for every American. It involves the world's most powerful investors, central bankers, and America's most bitter geopolitical rivals. Here's where Dr. David Eifrig says to move your money immediately. |
8/7/2023 | Polaris Wealth Advisory Group LLC | 186,747 | $14.13M | 1.1% | +3.2% | 1.239% | |
8/4/2023 | Envestnet Asset Management Inc. | 498,227 | $37.70M | 0.0% | +5.5% | 3.306% | |
8/4/2023 | Adviser Investments LLC | 3,998,060 | $302.49M | 6.6% | +4.1% | 26.530% | |
8/3/2023 | Atria Wealth Solutions Inc. | 41,938 | $3.17M | 0.0% | -19.8% | 0.278% | |
8/3/2023 | Larson Financial Group LLC | 942 | $71K | 0.0% | +1,077.5% | 0.006% | |
8/3/2023 | Sensible Financial Planning & Management LLC. | 69,186 | $5.24M | 1.2% | -0.3% | 0.459% | |
8/2/2023 | Capital Asset Advisory Services LLC | 659,093 | $49.69M | 3.5% | +3.8% | 4.374% | |
8/2/2023 | Bank of Montreal Can | 500 | $38K | 0.0% | N/A | 0.003% | |
8/2/2023 | Perigon Wealth Management LLC | 21,355 | $1.62M | 0.1% | +2.2% | 0.142% | |
7/31/2023 | LPL Financial LLC | 47,928 | $3.63M | 0.0% | +9.5% | 0.318% | |