5/1/2024 | Resonant Capital Advisors LLC | 470,038 | $9.34M | 0.8% | +7.5% | 10.445% | |
5/1/2024 | Northcape Wealth Management LLC | 43,928 | $873K | 0.3% | -4.4% | 0.965% | |
4/25/2024 | Gainplan LLC | 30,722 | $610K | 0.3% | +9.5% | 0.675% | |
4/19/2024 | Lake Street Private Wealth LLC | 172,541 | $3.43M | 0.5% | +31.8% | 3.792% | |
4/10/2024 | Inscription Capital LLC | 97,091 | $2.00M | 0.7% | +1.0% | 1.494% | |
4/1/2024 | Appleton Partners Inc. MA | 158,763 | $3.16M | 0.2% | +8.0% | 2.443% | |
|
3/1/2024 | Creekmur Asset Management LLC | 14,529 | $282K | 0.1% | N/A | 0.224% | |
2/8/2024 | Gainplan LLC | 28,048 | $545K | 0.3% | -44.8% | 0.432% | |
2/8/2024 | Lee Financial Co | 6,904 | $134K | 0.0% | -21.1% | 0.106% | |
2/8/2024 | Great Lakes Advisors LLC | 140,849 | $2.74M | 0.0% | -24.4% | 2.167% | |
2/8/2024 | Vise Technologies Inc. | 50,724 | $986K | 0.2% | -10.1% | 0.780% | |
2/5/2024 | Northcape Wealth Management LLC | 45,972 | $893K | 0.3% | -8.0% | 0.707% | |
1/31/2024 | Evolution Wealth Advisors LLC | 24,985 | $485K | 0.1% | N/A | 0.384% | |
1/31/2024 | Resonant Capital Advisors LLC | 437,243 | $8.50M | 0.8% | +136.2% | 6.727% | |
1/31/2024 | Beaumont Financial Advisors LLC | 14,691 | $285K | 0.0% | -13.0% | 0.226% | |
1/23/2024 | Upper Left Wealth Management LLC | 43,697 | $849K | 0.8% | N/A | 0.672% | |
1/18/2024 | Inscription Capital LLC | 96,128 | $1.87M | 0.5% | +15.9% | 1.479% | |
1/2/2024 | Appleton Partners Inc. MA | 147,000 | $2.86M | 0.2% | +3.9% | 2.262% | |
11/13/2023 | Kestra Advisory Services LLC | 32,119 | $693K | 0.0% | +5.1% | 0.494% | |
11/7/2023 | Great Lakes Advisors LLC | 186,361 | $4.02M | 0.0% | -87.1% | 2.867% | |
11/6/2023 | Northcape Wealth Management LLC | 49,952 | $1.08M | 0.4% | +11.9% | 0.768% | |
11/1/2023 | Orion Portfolio Solutions LLC | 15,230 | $329K | 0.0% | -65.2% | 0.234% | |
10/31/2023 | Resonant Capital Advisors LLC | 185,097 | $4.00M | 0.4% | +4.8% | 2.848% | |
10/30/2023 | Congress Wealth Management LLC DE | 30,627 | $661K | 0.0% | -18.1% | 0.471% | |
10/23/2023 | Commonwealth Equity Services LLC | 114,217 | $2.47M | 0.0% | -3.4% | 1.757% | |
10/20/2023 | Lake Street Financial LLC | 195,437 | $4.27M | 0.8% | -23.4% | 3.007% | |
10/17/2023 | Inscription Capital LLC | 82,932 | $1.79M | 0.6% | +20.1% | 1.276% | |
10/16/2023 | Axiom Financial Strategies LLC | 262,267 | $5.66M | 3.8% | -40.2% | 4.035% | |
10/3/2023 | Appleton Partners Inc. MA | 141,511 | $3.06M | 0.3% | -0.6% | 2.177% | |
8/11/2023 | Buckingham Strategic Wealth LLC | 27,657 | $571K | 0.0% | N/A | 0.425% | |
8/11/2023 | Kestra Advisory Services LLC | 30,573 | $631K | 0.0% | -11.3% | 0.470% | |
8/10/2023 | Commonwealth Equity Services LLC | 118,254 | $2.44M | 0.0% | -7.5% | 1.819% | |
8/10/2023 | Great Lakes Advisors LLC | 1,446,530 | $29.87M | 0.3% | +3.1% | 22.254% | |
8/9/2023 | Flow Traders U.S. LLC | 15,011 | $310K | 0.0% | N/A | 0.231% | |
8/8/2023 | Lee Financial Co | 9,040 | $187K | 0.0% | +146.3% | 0.139% | |
8/8/2023 | Vise Technologies Inc. | 67,801 | $1.40M | 0.3% | -6.1% | 1.043% | |
8/8/2023 | Gainplan LLC | 45,313 | $936K | 0.5% | +21.7% | 0.697% | |
8/7/2023 | Northcape Wealth Management LLC | 44,645 | $922K | 0.3% | +24.3% | 0.687% | |
8/2/2023 | Bank of Montreal Can | 52,662 | $1.13M | 0.0% | N/A | 0.731% | |
8/2/2023 | Beaumont Financial Advisors LLC | 17,006 | $351K | 0.0% | +7.9% | 0.236% | |
Urgent Nvidia Warning (Ad) Could Steve Job's 'Final Prophecy' Make You Rich?
Just before he died, Steve Jobs issued a "Final Prophecy" that's now coming true... and making some people rich. In one recent 90-day stretch, 50 companies related to Jobs' "Final Prophecy" soared by 100% or more. What was Steve Jobs' last big prediction, and how can you get in on it? Professor Joel Litman explains everything... including the surprising group of stocks moving higher, and his No. 1 favorite stock in this space. Click here to access… |
7/31/2023 | LPL Financial LLC | 20,402 | $421K | 0.0% | -29.5% | 0.283% | |
7/26/2023 | Resonant Capital Advisors LLC | 176,686 | $3.65M | 0.4% | +36.5% | 2.454% | |
7/18/2023 | Lake Street Financial LLC | 255,254 | $5.27M | 0.9% | -11.7% | 3.545% | |
7/14/2023 | Inscription Capital LLC | 69,059 | $1.43M | 0.4% | -58.4% | 0.959% | |
7/13/2023 | Congress Wealth Management LLC DE | 37,398 | $772K | 0.0% | -92.2% | 0.519% | |
7/10/2023 | Appleton Partners Inc. MA | 142,385 | $2.94M | 0.2% | +4.4% | 1.978% | |
5/19/2023 | Trivant Custom Portfolio Group LLC | 6,000 | $128K | 0.1% | N/A | 0.084% | |
5/18/2023 | Axiom Financial Strategies LLC | 396,776 | $8.43M | 4.7% | +33.1% | 5.549% | |
5/12/2023 | AXS Investments LLC | 2,400 | $51K | 0.0% | N/A | 0.034% | |
5/11/2023 | Commonwealth Equity Services LLC | 127,789 | $2.72M | 0.0% | +32.5% | 1.787% | |
5/10/2023 | Vise Technologies Inc. | 72,241 | $1.54M | 0.4% | +78.3% | 1.010% | |
5/10/2023 | Great Lakes Advisors LLC | 1,403,093 | $29.82M | 0.3% | -5.2% | 19.624% | |
5/8/2023 | Beaumont Financial Advisors LLC | 15,767 | $335K | 0.0% | +9.0% | 0.221% | |
5/4/2023 | Barber Financial Group Inc. | 11,765 | $250K | 0.0% | N/A | 0.165% | |
5/2/2023 | Inscription Capital LLC | 166,000 | $3.53M | 0.9% | +139.3% | 2.322% | |
4/24/2023 | Gainplan LLC | 37,223 | $791K | 0.5% | +38.3% | 0.521% | |
4/21/2023 | Resonant Capital Advisors LLC | 129,482 | $2.75M | 0.3% | +1.7% | 1.693% | |
4/18/2023 | Financial Guidance Group Inc. | 17,620 | $374K | 0.3% | -3.8% | 0.230% | |
4/17/2023 | Lake Street Financial LLC | 289,029 | $6.14M | 1.1% | +43.1% | 3.778% | |
4/14/2023 | Congress Wealth Management LLC DE | 482,350 | $10.25M | 0.2% | -54.8% | 6.305% | |
4/10/2023 | Appleton Partners Inc. MA | 136,445 | $2.90M | 0.3% | +3.8% | 1.784% | |
4/7/2023 | Trust Co. of Vermont | 2,050 | $44K | 0.0% | N/A | 0.027% | |
3/6/2023 | OLD Mission Capital LLC | 144,931 | $3.26M | 0.1% | +716.5% | 1.812% | |
2/10/2023 | Adventist Health System Sunbelt Healthcare Corp | 229,500 | $5.16M | 0.3% | +38.8% | 2.869% | |
2/10/2023 | Beacon Harbor Wealth Advisors Inc. | 156,393 | $3.52M | 1.2% | N/A | 1.955% | |
2/10/2023 | Vise Technologies Inc. | 40,508 | $911K | 0.3% | -48.0% | 0.506% | |
2/10/2023 | Gainplan LLC | 26,915 | $605K | 1.4% | +4.3% | 0.336% | |
2/9/2023 | Great Lakes Advisors LLC | 1,480,651 | $4.02M | 0.2% | -0.6% | 18.508% | |
2/9/2023 | Lee Financial Co | 2,035 | $46K | 0.0% | N/A | 0.025% | |
2/8/2023 | Belpointe Asset Management LLC | 1,624 | $37K | 0.0% | N/A | 0.020% | |
2/8/2023 | Orion Portfolio Solutions LLC | 14,732 | $331K | 0.0% | N/A | 0.184% | |
2/7/2023 | Northcape Wealth Management LLC | 25,474 | $573K | 0.3% | +33.7% | 0.318% | |
2/7/2023 | Commonwealth Equity Services LLC | 96,411 | $2.17M | 0.0% | +100.5% | 1.205% | |
2/7/2023 | LPL Financial LLC | 65,345 | $1.47M | 0.0% | -36.9% | 0.817% | |
2/7/2023 | Envestnet Asset Management Inc. | 16,075 | $362K | 0.0% | -13.4% | 0.201% | |
2/2/2023 | Congress Wealth Management LLC DE | 1,067,915 | $24.02M | 0.6% | -27.8% | 13.349% | |
2/2/2023 | Capital Wealth Management LLC | 90,809 | $2.04M | 1.4% | +59.4% | 1.135% | |
2/1/2023 | Great Valley Advisor Group Inc. | 14,661 | $330K | 0.0% | -90.6% | 0.183% | |
1/31/2023 | Kestra Advisory Services LLC | 31,321 | $704K | 0.0% | +9.6% | 0.392% | |
1/31/2023 | Empirical Asset Management LLC | 20,242 | $455K | 0.5% | +6.4% | 0.253% | |
1/27/2023 | Financial Guidance Group Inc. | 18,325 | $412K | 0.3% | +5.6% | 0.229% | |
1/25/2023 | Lake Street Financial LLC | 202,031 | $4.54M | 0.9% | -2.9% | 2.525% | |
1/25/2023 | Beaumont Financial Advisors LLC | 14,469 | $325K | 0.0% | N/A | 0.181% | |
1/23/2023 | Resonant Capital Advisors LLC | 127,261 | $2.86M | 0.4% | -26.5% | 1.533% | |
1/19/2023 | Appleton Partners Inc. MA | 131,426 | $2.96M | 0.3% | -4.7% | 1.583% | |
1/18/2023 | Romano Brothers AND Company | 2,550 | $57K | 0.0% | N/A | 0.031% | |
11/15/2022 | Mainstay Capital Management LLC ADV | 668,484 | $19.31M | 4.8% | -8.0% | 7.387% | |
11/15/2022 | Flow Traders U.S. LLC | 23,951 | $692K | 0.0% | -72.6% | 0.253% | |
11/14/2022 | OLD Mission Capital LLC | 17,750 | $513K | 0.0% | -92.5% | 0.188% | |
11/14/2022 | Gainplan LLC | 25,804 | $745K | 0.8% | N/A | 0.273% | |
Gold Mania (Ad) Former Goldman VP Reveals Mysterious "Gold Bank" With Huge Upside Potential
He says the gains in this should be far greater than just bullion or mining stocks. Some folks had the chance to see 995% the last time we shared this exact "bank". Most people know nothing about it (except the rich and elite). See his free reveal right here. |
11/14/2022 | Beaumont Financial Partners LLC | 15,584 | $450K | 0.0% | -29.1% | 0.165% | |
11/10/2022 | Relative Value Partners Group LLC | 9,144 | $264K | 0.0% | N/A | 0.097% | |
11/9/2022 | Great Lakes Advisors LLC | 1,490,297 | $43.04M | 0.9% | +1.2% | 15.770% | |
11/9/2022 | Congress Wealth Management LLC DE | 1,479,682 | $42.73M | 1.2% | -22.8% | 15.658% | |
11/8/2022 | Rational Advisors LLC | 2,343 | $68K | 0.0% | -21.9% | 0.025% | |
11/8/2022 | Northcape Wealth Management LLC | 19,058 | $550K | 0.2% | +78.5% | 0.202% | |
11/4/2022 | Lincoln National Corp | 91,580 | $2.65M | 0.1% | -22.7% | 0.969% | |
11/1/2022 | Kestra Advisory Services LLC | 28,576 | $825K | 0.0% | +1.5% | 0.302% | |
10/31/2022 | Baltimore Washington Financial Advisors Inc. | 1,743 | $503K | 0.0% | N/A | 0.018% | |
10/28/2022 | Adventist Health System Sunbelt Healthcare Corp | 165,400 | $4.78M | 0.4% | +26.8% | 1.750% | |