8/14/2024 | Bank of Montreal Can | 20,650 | $441K | 0.0% | -42.2% | 0.459% | |
8/12/2024 | WCG Wealth Advisors LLC | 23,568 | $480K | 0.0% | N/A | 0.524% | |
8/8/2024 | American Financial & Tax Strategies Inc. | 197,753 | $4.03M | 2.1% | -2.2% | 4.395% | |
8/1/2024 | Resonant Capital Advisors LLC | 519,850 | $10.58M | 0.9% | +10.6% | 11.552% | |
7/16/2024 | Guardian Asset Advisors LLC | 11,133 | $227K | 0.2% | -5.1% | 0.247% | |
7/2/2024 | Appleton Partners Inc. MA | 160,088 | $3.26M | 0.3% | +0.8% | 3.558% | |
|
5/20/2024 | Pacific Center for Financial Services | 2,253 | $45K | 0.0% | -17.1% | 0.050% | |
5/17/2024 | Creekmur Asset Management LLC | 5,844 | $116K | 0.0% | -59.8% | 0.130% | |
5/11/2024 | Beaumont Financial Advisors LLC | 10,806 | $215K | 0.0% | -26.4% | 0.240% | |
5/7/2024 | Guardian Asset Advisors LLC | 11,736 | $233K | 0.2% | -32.9% | 0.261% | |
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% | |
Exposed: The Plot to Destroy America (Ad) Is Your Family Prepared for Kamala’s America?
The coup has already begun. Kamala Harris is just one step away from the presidency, and her plan will devastate every state in America. Find out how to shield your wealth and thrive in the coming chaos. Get the inside scoop and learn how to protect your savings. |
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% | |
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% | |
Exposed: The Plot to Destroy America (Ad) Is Your Family Prepared for Kamala’s America?
The coup has already begun. Kamala Harris is just one step away from the presidency, and her plan will devastate every state in America. Find out how to shield your wealth and thrive in the coming chaos. Get the inside scoop and learn how to protect your savings. |
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% | |