4/17/2024 | Hennion & Walsh Asset Management Inc. | 158,860 | $3.03M | 0.2% | +10.5% | 0.712% | |
4/16/2024 | Seed Wealth Management Inc. | 53,895 | $1.01M | 1.0% | -24.5% | 0.242% | |
4/15/2024 | Sound Income Strategies LLC | 1,982,213 | $37.82M | 2.8% | +1.6% | 8.889% | |
4/15/2024 | Etesian Wealth Advisors Inc. | 159,303 | $3.04M | 1.7% | +1.0% | 0.714% | |
4/11/2024 | International Assets Investment Management LLC | 47,500 | $892K | 0.0% | +22.0% | 0.213% | |
4/10/2024 | LexAurum Advisors LLC | 49,515 | $945K | 0.2% | +10.1% | 0.222% | |
|
4/10/2024 | Banque Cantonale Vaudoise | 3,020 | $58K | 0.0% | +34.2% | 0.014% | |
3/29/2024 | Kapitalo Investimentos Ltda | 150,284 | $2.78M | 0.6% | N/A | 0.674% | |
2/29/2024 | Acima Private Wealth LLC | 356,189 | $6.59M | 2.6% | +2.7% | 1.597% | |
2/16/2024 | Aspect Partners LLC | 50,422 | $933K | 0.6% | N/A | 0.226% | |
2/15/2024 | Cape Cod Five Cents Savings Bank | 210,818 | $3.90M | 0.4% | -46.7% | 0.945% | |
2/15/2024 | Greytown Advisors Inc. | 12,821 | $237K | 0.1% | -29.6% | 0.057% | |
2/14/2024 | Royal Bank of Canada | 266,991 | $4.94M | 0.0% | -77.7% | 1.197% | |
2/14/2024 | Waterloo Capital L.P. | 17,927 | $332K | 0.1% | N/A | 0.080% | |
2/13/2024 | Envestnet Asset Management Inc. | 42,099 | $779K | 0.0% | -29.5% | 0.189% | |
2/12/2024 | Fortress Wealth Management Inc. | 180,433 | $3.34M | 1.8% | N/A | 0.809% | |
2/12/2024 | Hilltop Holdings Inc. | 57,317 | $1.06M | 0.1% | -4.3% | 0.257% | |
2/9/2024 | Orion Portfolio Solutions LLC | 44,992 | $834K | 0.0% | N/A | 0.202% | |
2/9/2024 | AXS Investments LLC | 25,000 | $463K | 0.1% | -34.2% | 0.112% | |
2/9/2024 | Assetmark Inc. | 608,749 | $11.27M | 0.0% | +13.0% | 2.730% | |
2/9/2024 | Wells Fargo & Company MN | 1,624,951 | $30.08M | 0.0% | -4.5% | 7.287% | |
2/9/2024 | UBS Group AG | 62,176 | $1.15M | 0.0% | -34.5% | 0.279% | |
2/8/2024 | Level Four Advisory Services LLC | 128,154 | $2.37M | 0.1% | N/A | 0.575% | |
2/8/2024 | Eudaimonia Partners LLC | 22,512 | $417K | 0.1% | +36.0% | 0.101% | |
2/1/2024 | Eudaimonia Advisors LLC | 15,379 | $285K | 0.2% | -9.8% | 0.069% | |
1/29/2024 | Joseph P. Lucia & Associates LLC | 18,652 | $345K | 0.2% | -15.0% | 0.084% | |
1/29/2024 | Financial Architects LLC | 212,336 | $3.93M | 3.1% | N/A | 0.952% | |
1/26/2024 | Geneos Wealth Management Inc. | 43,938 | $813K | 0.0% | -28.5% | 0.197% | |
1/25/2024 | International Assets Investment Management LLC | 38,920 | $720K | 0.0% | N/A | 0.175% | |
1/24/2024 | International Assets Investment Management LLC | 720,409 | $13.34M | 0.0% | N/A | 3.231% | |
1/24/2024 | Seed Wealth Management Inc. | 71,395 | $1.32M | 1.3% | +7.0% | 0.320% | |
1/17/2024 | Whitcomb & Hess Inc. | 56,080 | $1.04M | 0.4% | N/A | 0.251% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 129,805 | $2.40M | 0.0% | +3.7% | 0.582% | |
1/12/2024 | Verde Capital Management | 42,264 | $782K | 0.3% | -20.6% | 0.190% | |
1/12/2024 | Redhawk Wealth Advisors Inc. | 33,813 | $626K | 0.1% | N/A | 0.152% | |
1/12/2024 | Etesian Wealth Advisors Inc. | 157,771 | $2.93M | 1.8% | +5.7% | 0.707% | |
1/11/2024 | LexAurum Advisors LLC | 44,968 | $832K | 0.2% | +16.3% | 0.202% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 38,875 | $720K | 0.1% | +66.8% | 0.174% | |
1/10/2024 | Sound Income Strategies LLC | 1,950,451 | $36.10M | 3.0% | +0.7% | 8.746% | |
12/6/2023 | Citigroup Inc. | 57,039 | $1.02M | 0.0% | N/A | 0.256% | |
You’re invited: Biggest crypto event of 2024 (Ad) During the event on Tuesday, April 23 at 10 am ET, I’ll be giving away the name and ticker symbol of crypto that could surge in price.
I believe it will be the best performing crypto of 2024. Just click here to sign up and be among the first to get it. |
11/21/2023 | Comerica Bank | 2,440 | $43K | 0.0% | N/A | 0.011% | |
11/16/2023 | Harbour Investments Inc. | 15,202 | $271K | 0.0% | -6.2% | 0.068% | |
11/15/2023 | Toroso Investments LLC | 31,404 | $556K | 0.0% | +6.4% | 0.141% | |
11/15/2023 | Royal Bank of Canada | 1,195,688 | $21.31M | 0.0% | -33.2% | 5.362% | |
11/15/2023 | Ameriprise Financial Inc. | 167,334 | $2.98M | 0.0% | +9.7% | 0.750% | |
11/15/2023 | Advisors Asset Management Inc. | 4,090 | $73K | 0.0% | -58.2% | 0.018% | |
11/14/2023 | Verde Capital Management | 53,249 | $949K | 0.4% | +2.2% | 0.239% | |
11/14/2023 | Cape Cod Five Cents Savings Bank | 395,528 | $7.05M | 0.4% | +97.5% | 1.774% | |
11/14/2023 | Qube Research & Technologies Ltd | 3,786 | $67K | 0.0% | +10,416.7% | 0.017% | |
11/13/2023 | LPL Financial LLC | 115,315 | $2.06M | 0.0% | +4.6% | 0.517% | |
11/13/2023 | Cambria Investment Management L.P. | 109,668 | $1.94M | 0.2% | -86.6% | 0.492% | |
11/9/2023 | Citigroup Inc. | 57,039 | $1.02M | 0.0% | N/A | 0.256% | |
11/9/2023 | UBS Group AG | 94,894 | $1.69M | 0.0% | -20.7% | 0.426% | |
11/7/2023 | Fermata Advisors LLC | 12,395 | $221K | 0.1% | N/A | 0.056% | |
11/7/2023 | Kellett Wealth Advisors LLC | 261,574 | $4.66M | 4.0% | -7.9% | 1.173% | |
10/31/2023 | Endowment Wealth Management Inc. | 10,998 | $196K | 0.2% | -7.0% | 0.049% | |
10/30/2023 | Joseph P. Lucia & Associates LLC | 21,940 | $391K | 0.2% | -4.2% | 0.098% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 129,142 | $2.30M | 0.1% | +1.2% | 0.579% | |
10/27/2023 | Assetmark Inc. | 538,805 | $9.60M | 0.0% | -3.2% | 2.416% | |
10/26/2023 | Park Avenue Securities LLC | 10,024 | $179K | 0.0% | -28.0% | 0.045% | |
10/25/2023 | Concourse Financial Group Securities Inc. | 3,201 | $57K | 0.0% | -68.5% | 0.014% | |
10/24/2023 | Eudaimonia Partners LLC | 16,554 | $295K | 0.1% | +13.5% | 0.074% | |
10/24/2023 | Eudaimonia Advisors LLC | 17,053 | $304K | 0.2% | +7.6% | 0.076% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 125,167 | $2.23M | 0.0% | +12.5% | 0.561% | |
10/19/2023 | Etesian Wealth Advisors Inc. | 149,237 | $2.66M | 1.8% | +5.4% | 0.669% | |
10/16/2023 | LexAurum Advisors LLC | 38,659 | $689K | 0.2% | +21.9% | 0.173% | |
10/16/2023 | Seed Wealth Management Inc. | 66,695 | $1.19M | 1.3% | -2.4% | 0.299% | |
10/12/2023 | IFP Advisors Inc | 7,900 | $141K | 0.0% | -20.6% | 0.035% | |
10/12/2023 | Paradigm Financial Partners LLC | 51,033 | $896K | 0.2% | -40.9% | 0.229% | |
10/12/2023 | Sound Income Strategies LLC | 1,937,083 | $34.52M | 3.1% | +0.8% | 8.686% | |
10/11/2023 | AE Wealth Management LLC | 10,999 | $196K | 0.0% | -63.0% | 0.049% | |
10/11/2023 | Koss Olinger Consulting LLC | 2,024,983 | $36.09M | 5.3% | +5.2% | 9.081% | |
8/21/2023 | Osaic Holdings Inc. | 33,011 | $604K | 0.0% | -64.2% | 0.148% | |
8/15/2023 | Wells Fargo & Company MN | 1,764,687 | $32.29M | 0.0% | -0.9% | 7.913% | |
8/15/2023 | Cape Cod Five Cents Savings Bank | 200,224 | $3.66M | 0.4% | -0.8% | 0.898% | |
8/15/2023 | Royal Bank of Canada | 1,789,256 | $32.74M | 0.0% | -17.7% | 8.024% | |
8/15/2023 | Hilltop Holdings Inc. | 62,800 | $1.15M | 0.1% | -44.3% | 0.282% | |
8/14/2023 | Orion Portfolio Solutions LLC | 49,453 | $905K | 0.0% | +10.8% | 0.222% | |
8/14/2023 | MML Investors Services LLC | 36,263 | $664K | 0.0% | +9.6% | 0.163% | |
8/14/2023 | Thrivent Financial for Lutherans | 23,742 | $432K | 0.0% | -8.6% | 0.106% | |
8/11/2023 | Guggenheim Capital LLC | 46,006 | $842K | 0.0% | +10.4% | 0.206% | |
8/10/2023 | Wavelength Capital Management LLC | 318,391 | $5.83M | 6.3% | +0.4% | 1.428% | |
8/10/2023 | Osaic Holdings Inc. | 149,717 | $487K | 0.0% | +62.3% | 0.671% | |
8/10/2023 | AXS Investments LLC | 67,000 | $1.23M | 0.3% | N/A | 0.300% | |
8/10/2023 | Cambria Investment Management L.P. | 817,416 | $14.96M | 1.2% | -3.1% | 3.666% | |
8/10/2023 | Cetera Investment Advisers | 13,611 | $249K | 0.0% | -18.7% | 0.061% | |
8/9/2023 | Flow Traders U.S. LLC | 78,893 | $1.44M | 0.1% | +115.8% | 0.354% | |
8/8/2023 | Geneos Wealth Management Inc. | 61,341 | $1.12M | 0.1% | +28.8% | 0.275% | |
8/8/2023 | Kellett Wealth Advisors LLC | 283,899 | $5.20M | 4.7% | -2.3% | 1.273% | |
8/4/2023 | Envestnet Asset Management Inc. | 59,815 | $1.10M | 0.0% | +2.2% | 0.268% | |
Biden’s $374B Giveaway Into This Sector (Ad) Biden’s Climate Bill Could Send Your Retirement Accounts Soaring – Or Diving
See what this $374B giveaway could mean for your retirement right here Click here for the full story |
8/4/2023 | Apollon Wealth Management LLC | 23,054 | $422K | 0.0% | -7.9% | 0.103% | |
8/3/2023 | Van ECK Associates Corp | 2,139 | $39K | 0.0% | +50.0% | 0.010% | |
7/31/2023 | LPL Financial LLC | 110,249 | $2.02M | 0.0% | +18.1% | 0.494% | |
7/31/2023 | Koss Olinger Consulting LLC | 1,924,035 | $35.21M | 4.1% | +4.0% | 8.628% | |
7/27/2023 | Seed Wealth Management Inc. | 68,310 | $1.25M | 1.3% | -12.0% | 0.306% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 111,229 | $2.04M | 0.0% | -10.7% | 0.499% | |
7/24/2023 | MRP Capital Investments LLC | 27,051 | $495K | 0.5% | +5.1% | 0.121% | |
7/24/2023 | Migdal Insurance & Financial Holdings Ltd. | 1,585 | $29K | 0.0% | -50.0% | 0.007% | |
7/20/2023 | International Assets Investment Management LLC | 127,172 | $2.84M | 0.4% | N/A | 0.570% | |
7/19/2023 | Eudaimonia Partners LLC | 14,587 | $267K | 0.1% | -16.9% | 0.065% | |