5/7/2024 | Stokes Family Office LLC | 512,015 | $22.73M | 2.8% | N/A | 0.296% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 8,542,652 | $379.29M | 1.4% | N/A | 4.937% | |
5/6/2024 | Advisory Services Network LLC | 83,963 | $3.73M | 0.1% | N/A | 0.049% | |
5/4/2024 | Beacon Bridge Wealth Partners LLC | 96,894 | $4.30M | 2.0% | N/A | 0.057% | |
5/4/2024 | Commonwealth Retirement Investments LLC | 44,954 | $2.00M | 1.0% | N/A | 0.027% | |
5/4/2024 | Csenge Advisory Group | 85,033 | $3.78M | 0.2% | N/A | 0.050% | |
|
5/3/2024 | Catalina Capital Group LLC | 12,695 | $564K | 0.2% | N/A | 0.008% | |
5/3/2024 | Avidian Wealth Solutions LLC | 77,889 | $3.46M | 0.2% | N/A | 0.046% | |
5/3/2024 | Forte Asset Management LLC | 123,329 | $5.48M | 3.3% | N/A | 0.073% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 365,982 | $16.25M | 1.9% | N/A | 0.217% | |
5/3/2024 | BCU Wealth Advisors LLC | 35,970 | $1.60M | 1.4% | N/A | 0.021% | |
5/3/2024 | Liberty Wealth Management LLC | 236,755 | $10.49M | 2.0% | N/A | 0.140% | |
5/3/2024 | Absolute Capital Management LLC | 24,202 | $1.08M | 0.7% | N/A | 0.014% | |
5/2/2024 | Mutual Advisors LLC | 233,282 | $10.36M | 0.3% | +305.1% | 0.138% | |
5/2/2024 | FinTrust Capital Advisors LLC | 10,208 | $453K | 0.1% | N/A | 0.006% | |
5/2/2024 | Lincoln National Corp | 72,036 | $3.20M | 0.0% | N/A | 0.043% | |
5/2/2024 | Hanlon Investment Management Inc. | 25,652 | $1.14M | 0.3% | N/A | 0.015% | |
5/1/2024 | Janney Montgomery Scott LLC | 3,413,388 | $151.55M | 0.5% | N/A | 2.023% | |
5/1/2024 | Intelligence Driven Advisers LLC | 500,820 | $22.24M | 3.3% | N/A | 0.297% | |
5/1/2024 | Blue Trust Inc. | 419,203 | $18.61M | 0.3% | N/A | 0.248% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 308,680 | $13.71M | 0.9% | N/A | 0.183% | |
5/1/2024 | Diversify Advisory Services LLC | 39,963 | $1.77M | 0.1% | N/A | 0.024% | |
4/30/2024 | Private Advisor Group LLC | 117,254 | $5.21M | 0.0% | N/A | 0.070% | |
4/30/2024 | Foundry Financial Group Inc. | 15,868 | $705K | 0.5% | -27.2% | 0.009% | |
4/30/2024 | True Vision MN LLC | 129,611 | $5.61M | 4.0% | N/A | 0.077% | |
4/30/2024 | Perigon Wealth Management LLC | 192,371 | $8.54M | 0.3% | N/A | 0.114% | |
4/30/2024 | Hutchens & Kramer Investment Management Group LLC | 22,724 | $1.01M | 0.6% | N/A | 0.013% | |
4/30/2024 | Mayflower Financial Advisors LLC | 113,606 | $5.04M | 0.4% | N/A | 0.067% | |
4/30/2024 | SkyOak Wealth LLC | 180,879 | $8.03M | 1.9% | -0.3% | 0.107% | |
4/29/2024 | Commonwealth Equity Services LLC | 947,661 | $42.08M | 0.1% | +14,146.3% | 0.562% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 31,356 | $1.39M | 0.0% | N/A | 0.019% | |
4/29/2024 | Aspire Wealth Management Corp | 26,302 | $1.17M | 0.7% | N/A | 0.016% | |
4/26/2024 | RCS Financial Planning LLC | 38,455 | $1.71M | 1.1% | N/A | 0.023% | |
4/26/2024 | Clear Creek Financial Management LLC | 40,261 | $1.79M | 0.2% | N/A | 0.024% | |
4/25/2024 | W Advisors LLC | 31,326 | $1.39M | 1.0% | N/A | 0.019% | |
4/25/2024 | TRUE Private Wealth Advisors | 42,436 | $1.88M | 0.2% | N/A | 0.025% | |
4/25/2024 | TNF LLC | 112,769 | $4.84M | 1.9% | N/A | 0.067% | |
4/24/2024 | Fulcrum Equity Management | 29,473 | $1.31M | 1.5% | -1.4% | 0.017% | |
4/24/2024 | Simplicity Wealth LLC | 104,748 | $4.65M | 0.1% | N/A | 0.062% | |
4/24/2024 | Spire Wealth Management | 108,610 | $4.82M | 0.2% | N/A | 0.064% | |
Do NOT read if you believe in “woke” politics (Ad) I have to warn you, however: This CEO of a publicly traded company is not afraid to mince words. Many on Wall Street have refused to work with him. Everything you need to know is posted on our website here. |
4/23/2024 | Global Retirement Partners LLC | 159,300 | $7.07M | 0.3% | N/A | 0.094% | |
4/23/2024 | Twin Peaks Wealth Advisors LLC | 52,763 | $2.34M | 1.3% | N/A | 0.031% | |
4/23/2024 | Venturi Wealth Management LLC | 57,834 | $2.57M | 0.2% | N/A | 0.034% | |
4/23/2024 | TrueWealth Advisors LLC | 6,155 | $273K | 0.1% | N/A | 0.004% | |
4/23/2024 | Strategic Blueprint LLC | 270,551 | $12.01M | 0.9% | N/A | 0.160% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 258,070 | $11.46M | 0.0% | +363.0% | 0.153% | |
4/23/2024 | Sutton Place Investors LLC | 34,059 | $1.51M | 0.7% | N/A | 0.020% | |
4/22/2024 | Bay Harbor Wealth Management LLC | 197,296 | $8.76M | 3.1% | N/A | 0.117% | |
4/22/2024 | Horst & Graben Wealth Management LLC | 575,028 | $25.53M | 5.2% | N/A | 0.341% | |
4/20/2024 | KWB Wealth | 273,185 | $12.13M | 1.6% | N/A | 0.162% | |
4/19/2024 | Veracity Capital LLC | 6,225 | $276K | 0.1% | N/A | 0.004% | |
4/19/2024 | Madrona Financial Services LLC | 174,861 | $7.76M | 2.7% | N/A | 0.104% | |
4/19/2024 | OMNI 360 Wealth Inc. | 15,402 | $684K | 0.6% | N/A | 0.009% | |
4/18/2024 | Sharkey Howes & Javer | 219,935 | $9.77M | 1.6% | N/A | 24.993% | |
4/18/2024 | Park Place Capital Corp | 1,097 | $49K | 0.0% | N/A | 0.125% | |
4/18/2024 | Claro Advisors LLC | 51,056 | $2.27M | 0.4% | N/A | 5.802% | |
4/18/2024 | Cobblestone Asset Management LLC | 192,350 | $8.54M | 5.8% | N/A | 21.858% | |
4/18/2024 | Horizon Wealth Management LLC | 8,638 | $384K | 0.1% | N/A | 0.982% | |
4/18/2024 | RHS Financial LLC | 8,383 | $372K | 0.2% | N/A | 0.953% | |
4/18/2024 | SteelPeak Wealth LLC | 484,282 | $21.50M | 1.1% | N/A | 55.032% | |
4/17/2024 | Trilogy Capital Inc. | 6,580 | $292K | 0.0% | N/A | 0.748% | |
4/17/2024 | Physician Wealth Advisors Inc. | 334,276 | $14.42M | 3.0% | N/A | 37.986% | |
4/17/2024 | Criterion Capital Advisors LLC | 1,876 | $83K | 0.1% | N/A | 0.213% | |
4/16/2024 | Firethorn Wealth Partners LLC | 96,030 | $4.26M | 2.5% | N/A | 10.913% | |
4/16/2024 | Tsfg LLC | 103,049 | $4.58M | 1.2% | N/A | 11.710% | |
4/16/2024 | Cypress Wealth Services LLC | 270,205 | $12.00M | 2.8% | N/A | 30.705% | |
4/16/2024 | Advocacy Wealth Management Services LLC | 1,074,239 | $47.70M | 4.1% | N/A | 122.073% | |
4/15/2024 | Sovereign Financial Group Inc. | 28,896 | $1.28M | 0.3% | N/A | 3.284% | |
4/15/2024 | Brookstone Capital Management | 227,048 | $10.08M | 0.2% | N/A | 25.801% | |
4/15/2024 | Ehrlich Financial Group | 103,025 | $4.57M | 3.9% | N/A | 11.707% | |
4/15/2024 | Financial Enhancement Group LLC | 76,194 | $3.34M | 0.5% | N/A | 8.658% | |
4/15/2024 | Sound Income Strategies LLC | 2,478 | $110K | 0.0% | N/A | 0.282% | |
4/13/2024 | Hoxton Planning & Management LLC | 91,351 | $4.06M | 1.9% | N/A | 10.381% | |
4/13/2024 | Retirement Planning Group LLC | 28,619 | $1.27M | 0.1% | -6.4% | 3.252% | |
4/12/2024 | Austin Private Wealth LLC | 781,878 | $34.67M | 4.0% | N/A | 88.850% | |
4/12/2024 | AdvisorNet Financial Inc | 49,232 | $2.19M | 0.2% | N/A | 5.595% | |
4/11/2024 | Security Financial Services INC. | 354,158 | $15.73M | 3.5% | N/A | 40.245% | |
4/11/2024 | RDA Financial Network | 5,048 | $224K | 0.1% | N/A | 0.574% | |
4/11/2024 | Cooper Financial Group | 10,416 | $462K | 0.1% | N/A | 1.184% | |
4/11/2024 | ONE Advisory Partners LLC | 257,910 | $11.45M | 5.6% | N/A | 29.308% | |
4/11/2024 | Buttonwood Financial Group LLC | 300,199 | $13.33M | 7.9% | N/A | 34.114% | |
4/11/2024 | RFG Advisory LLC | 180,319 | $8.01M | 0.3% | N/A | 20.491% | |
4/10/2024 | LexAurum Advisors LLC | 6,521 | $290K | 0.1% | N/A | 0.741% | |
4/10/2024 | Legacy Financial Group LLC | 245,116 | $10.88M | 2.2% | N/A | 27.854% | |
4/10/2024 | Lantz Financial LLC | 86,849 | $3.86M | 1.2% | N/A | 9.869% | |
4/10/2024 | Signal Advisors Wealth LLC | 59,807 | $2.66M | 0.7% | N/A | 6.796% | |
4/10/2024 | Clearview Wealth Advisors LLC | 31,625 | $1.40M | 1.4% | N/A | 3.594% | |
4/9/2024 | Northwest Capital Management Inc | 938 | $42K | 0.0% | N/A | 0.107% | |
4/5/2024 | First Hawaiian Bank | 54,455 | $2.42M | 0.1% | N/A | 6.188% | |
4/3/2024 | Dentgroup LLC | 28,734 | $1.28M | 1.1% | N/A | 3.265% | |
Do NOT read if you believe in “woke” politics (Ad) I have to warn you, however: This CEO of a publicly traded company is not afraid to mince words. Many on Wall Street have refused to work with him. Everything you need to know is posted on our website here. |
2/12/2024 | Bush Investment Group LLC | 27,419 | $1.14M | 1.1% | N/A | 3.116% | |
2/9/2024 | BlackDiamond Wealth Management LLC | 41,892 | $1.74M | 1.3% | N/A | 4.760% | |
2/8/2024 | Legacy Capital Group California Inc. | 7,168 | $284K | 0.1% | N/A | 0.815% | |
2/8/2024 | Foundations Investment Advisors LLC | 560,183 | $22.93M | 0.6% | N/A | 63.657% | |
2/7/2024 | Invst LLC | 228,164 | $9.49M | 1.2% | N/A | 25.928% | |
2/2/2024 | Truist Financial Corp | 137,589 | $5.45M | 0.0% | +12.2% | 15.635% | |
1/24/2024 | Allworth Financial LP | 728 | $29K | 0.0% | N/A | 0.083% | |
1/23/2024 | Foundry Financial Group Inc. | 21,807 | $864K | 0.7% | N/A | 2.478% | |
1/19/2024 | Fulcrum Equity Management | 29,886 | $1.18M | 1.5% | N/A | 3.396% | |
1/18/2024 | KM Capital Management Ltd. | 60,978 | $2.42M | 1.4% | +71.6% | 6.929% | |