4/18/2024 | Capital Advisors Ltd. LLC | 1,840 | $344K | 0.0% | +24.9% | 0.006% | |
4/18/2024 | Iams Wealth Management LLC | 2,001 | $363K | 0.2% | N/A | 0.007% | |
4/18/2024 | Panoramic Investment Advisors LLC | 1,400 | $262K | 0.2% | -6.7% | 0.005% | |
4/18/2024 | Vaughan Nelson Investment Management L.P. | 205 | $38K | 0.0% | -64.7% | 0.001% | |
4/18/2024 | Claro Advisors LLC | 1,209 | $226K | 0.0% | N/A | 0.004% | |
4/18/2024 | RHS Financial LLC | 4,892 | $914K | 0.5% | +119.2% | 0.017% | |
|
4/17/2024 | Annapolis Financial Services LLC | 55,266 | $10.33M | 3.4% | +14.8% | 0.192% | |
4/17/2024 | Physician Wealth Advisors Inc. | 31,258 | $5.65M | 1.2% | +1.7% | 0.108% | |
4/17/2024 | Guidance Capital Inc. | 4,542 | $822K | 0.3% | +83.5% | 0.016% | |
4/17/2024 | Baker Ellis Asset Management LLC | 31,130 | $5.82M | 0.9% | +3.5% | 0.108% | |
4/16/2024 | Trust Co. of Virginia VA | 1,860 | $348K | 0.0% | -14.8% | 0.006% | |
4/16/2024 | Calton & Associates Inc. | 25,917 | $4.84M | 2.3% | +1.7% | 0.090% | |
4/16/2024 | LongView Wealth Management | 6,506 | $1.22M | 0.5% | +1.2% | 0.023% | |
4/16/2024 | Colorado Capital Management Inc. | 3,593 | $671K | 0.4% | N/A | 0.012% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 38,520 | $7.20M | 0.0% | +5.2% | 0.134% | |
4/15/2024 | Future Financial Wealth Managment LLC | 200 | $37K | 0.0% | N/A | 0.001% | |
4/15/2024 | Brookstone Capital Management | 1,347 | $252K | 0.0% | -29.7% | 0.005% | |
4/15/2024 | Hobart Private Capital LLC | 1,680 | $314K | 0.1% | -93.7% | 0.006% | |
4/15/2024 | Flagstar Advisors Inc. | 2,260 | $422K | 0.1% | +13.3% | 0.009% | |
4/13/2024 | First Financial Corp IN | 8,093 | $1.51M | 0.8% | N/A | 0.031% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 18,739 | $3.50M | 0.1% | -9.6% | 0.071% | |
4/12/2024 | CGN Advisors LLC | 1,533 | $287K | 0.0% | -3.8% | 0.006% | |
4/12/2024 | Financial Synergies Wealth Advisors Inc. | 2,578 | $482K | 0.1% | -4.8% | 0.010% | |
4/12/2024 | Global Assets Advisory LLC | 280,200 | $52.36M | 0.2% | N/A | 1.062% | |
4/12/2024 | Systelligence LLC | 76,409 | $14.28M | 3.7% | -0.4% | 0.290% | |
4/12/2024 | Steph & Co. | 30,711 | $5.74M | 2.0% | +9.0% | 0.116% | |
4/11/2024 | Royal Fund Management LLC | 9,578 | $1.79M | 0.2% | +47.3% | 0.036% | |
4/11/2024 | Security Financial Services INC. | 17,491 | $3.27M | 0.7% | -68.8% | 0.066% | |
4/11/2024 | Salem Investment Counselors Inc. | 8,226 | $1.54M | 0.1% | +2.0% | 0.031% | |
4/11/2024 | City State Bank | 332 | $62K | 0.0% | +232.0% | 0.001% | |
4/11/2024 | MJP Associates Inc. ADV | 5,604 | $1.05M | 0.2% | -1.5% | 0.021% | |
4/11/2024 | Buttonwood Financial Group LLC | 19,258 | $3.60M | 2.1% | -54.7% | 0.073% | |
4/10/2024 | Park Avenue Securities LLC | 15,304 | $2.86M | 0.0% | -5.6% | 0.058% | |
4/10/2024 | Apella Capital LLC | 320,332 | $59.45M | 3.0% | +27.5% | 1.214% | |
4/10/2024 | EWG Elevate Inc. | 43,475 | $8.12M | 3.1% | N/A | 0.165% | |
4/5/2024 | Hilltop Wealth Advisors LLC | 14,338 | $2.68M | 1.4% | -1.6% | 0.054% | |
3/22/2024 | PNC Financial Services Group Inc. | 437,600 | $74.08M | 0.1% | +2.4% | 1.659% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 21,663 | $3.67M | 0.1% | +2.4% | 0.082% | |
3/14/2024 | Leo Wealth LLC | 13,843 | $2.53M | 0.3% | N/A | 0.052% | |
3/11/2024 | Vanguard Group Inc. | 4,776 | $808K | 0.0% | +8.8% | 0.018% | |
Did You Get Your Free Bitcoin Yet? (Ad) And my special guest is willing to give you $10 in Bitcoin (BTC) if you take it seriously.
Right now is a very important time to pay attention to what we are doing and what is happening.
If you wait... it will be too late.
This week we are holding several workshops and if you attend and pay attention my special guest is going to send you $10 in Bitcoin. >> Register right here |
3/8/2024 | ICA Group Wealth Management LLC | 330 | $56K | 0.0% | N/A | 0.001% | |
3/5/2024 | Fisher Asset Management LLC | 1,595 | $270K | 0.0% | +4.2% | 0.006% | |
3/1/2024 | ARK & TLK Investments LLC | 3,534 | $598K | 0.2% | N/A | 0.013% | |
2/29/2024 | Acima Private Wealth LLC | 238 | $40K | 0.0% | N/A | 0.001% | |
2/28/2024 | EP Wealth Advisors LLC | 1,228 | $208K | 0.0% | -27.6% | 0.005% | |
2/26/2024 | Syon Capital LLC | 2,000 | $339K | 0.0% | N/A | 0.008% | |
2/26/2024 | Great Oak Capital Partners LLC | 1,421 | $241K | 0.1% | N/A | 0.005% | |
2/23/2024 | Beacon Financial Group | 9,484 | $1.61M | 0.2% | N/A | 0.036% | |
2/20/2024 | Voisard Asset Management Group Inc. | 175 | $30K | 0.0% | N/A | 0.001% | |
2/16/2024 | Harbour Investments Inc. | 5,496 | $930K | 0.0% | +1.7% | 0.021% | |
2/16/2024 | GSA Capital Partners LLP | 2,139 | $362K | 0.0% | -18.0% | 0.008% | |
2/15/2024 | Virtue Capital Management LLC | 1,327 | $221K | 0.0% | N/A | 0.005% | |
2/15/2024 | Moneta Group Investment Advisors LLC | 25,482 | $4.31M | 0.1% | -1.1% | 0.097% | |
2/15/2024 | Vanguard Group Inc. | 3,826 | $648K | 0.0% | -12.8% | 0.015% | |
2/15/2024 | Oxford Financial Group LTD. LLC | 360 | $61K | 0.0% | +119.5% | 0.001% | |
2/15/2024 | Garden State Investment Advisory Services LLC | 1,213 | $205K | 0.1% | -26.6% | 0.005% | |
2/15/2024 | Baird Financial Group Inc. | 52,323 | $8.86M | 0.0% | -0.5% | 0.198% | |
2/15/2024 | Comerica Bank | 2,224 | $376K | 0.0% | +21.1% | 0.008% | |
2/14/2024 | Royal Bank of Canada | 136,510 | $23.11M | 0.0% | +3.8% | 0.517% | |
2/14/2024 | Pathstone Holdings LLC | 4,200 | $711K | 0.0% | N/A | 0.016% | |
2/14/2024 | Kestra Advisory Services LLC | 29,082 | $4.92M | 0.0% | +85.4% | 0.110% | |
2/14/2024 | Creative Planning | 63,057 | $10.67M | 0.0% | -4.9% | 0.239% | |
2/14/2024 | VitalStone Financial LLC | 1,177 | $199K | 0.2% | +17.7% | 0.004% | |
2/14/2024 | Retirement Capital Strategies | 14,066 | $2.38M | 1.0% | +7.4% | 0.053% | |
2/14/2024 | Cassaday & Co Wealth Management LLC | 1,876 | $318K | 0.0% | +9.3% | 0.007% | |
2/14/2024 | Waterloo Capital L.P. | 1,873 | $317K | 0.1% | N/A | 0.007% | |
2/14/2024 | Waterford Advisors LLC | 27,122 | $4.59M | 2.2% | -12.2% | 0.103% | |
2/13/2024 | Envestnet Asset Management Inc. | 503,356 | $85.21M | 0.0% | +18.8% | 1.908% | |
2/13/2024 | Exencial Wealth Advisors LLC | 96,748 | $16.38M | 0.7% | -1.1% | 0.367% | |
2/13/2024 | Cetera Advisor Networks LLC | 58,691 | $9.94M | 0.1% | +2.7% | 0.222% | |
2/13/2024 | Tower Research Capital LLC TRC | 462 | $78K | 0.0% | -53.7% | 0.002% | |
2/13/2024 | Goldman Sachs Group Inc. | 29,712 | $5.03M | 0.0% | N/A | 0.113% | |
2/13/2024 | James J. Burns & Company LLC | 24,786 | $4.20M | 1.0% | -4.7% | 0.094% | |
2/12/2024 | American Investment Services Inc. | 76,617 | $12.97M | 2.4% | +0.4% | 0.290% | |
2/12/2024 | Tradition Wealth Management LLC | 31,527 | $5.34M | 0.6% | +1.2% | 0.120% | |
2/12/2024 | StoneX Group Inc. | 17,917 | $3.03M | 0.4% | +3.6% | 0.068% | |
2/12/2024 | Avestar Capital LLC | 3,685 | $624K | 0.1% | +28.6% | 0.014% | |
2/12/2024 | Focus Financial Network Inc. ADV | 1,967 | $333K | 0.0% | N/A | 0.007% | |
2/12/2024 | Stifel Financial Corp | 7,791 | $1.32M | 0.0% | -9.9% | 0.030% | |
2/12/2024 | 3Chopt Investment Partners LLC | 6,725 | $1.14M | 0.4% | N/A | 0.025% | |
2/12/2024 | Parallel Advisors LLC | 16,237 | $2.75M | 0.1% | +7.7% | 0.062% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 9,541 | $1.62M | 0.1% | +0.7% | 0.036% | |
2/9/2024 | ProVise Management Group LLC | 98,736 | $16.71M | 1.4% | -1.7% | 0.374% | |
2/9/2024 | Orion Portfolio Solutions LLC | 185,427 | $31.36M | 0.4% | +1.3% | 0.703% | |
2/9/2024 | US Bancorp DE | 2,900 | $491K | 0.0% | -9.9% | 0.011% | |
2/9/2024 | BCU Wealth Advisors LLC | 2,370 | $401K | 0.4% | N/A | 0.009% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 77,417 | $13.11M | 0.1% | -1.5% | 0.293% | |
2/9/2024 | Cassaday & Co Wealth Management LLC | 1,876 | $318K | 0.0% | +9.3% | 0.007% | |
2/9/2024 | CreativeOne Wealth LLC | 81,554 | $13.81M | 0.9% | +6.5% | 0.309% | |
2/9/2024 | Wells Fargo & Company MN | 407,329 | $68.95M | 0.0% | +7.7% | 1.544% | |
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. |
2/9/2024 | Thoroughbred Financial Services LLC | 13,320 | $2.25M | 0.2% | -0.8% | 0.050% | |
2/9/2024 | Coldstream Capital Management Inc. | 17,629 | $2.98M | 0.1% | +8.9% | 0.067% | |
2/9/2024 | UBS Group AG | 359,372 | $60.83M | 0.0% | +0.4% | 1.362% | |
2/9/2024 | PNC Financial Services Group Inc. | 437,600 | $74.08M | 0.1% | +2.4% | 1.659% | |
2/8/2024 | AMG National Trust Bank | 4,955 | $839K | 0.0% | -8.7% | 0.019% | |
2/8/2024 | Independent Advisor Alliance | 27,870 | $4.48M | 0.2% | +100.0% | 0.106% | |
2/8/2024 | Summit X LLC | 24,718 | $4.18M | 1.2% | N/A | 0.094% | |
2/8/2024 | Level Four Advisory Services LLC | 10,800 | $1.83M | 0.1% | +5.6% | 0.041% | |
2/8/2024 | Kingsview Wealth Management LLC | 6,882 | $1.17M | 0.0% | N/A | 0.026% | |
2/8/2024 | Beacon Pointe Advisors LLC | 23,396 | $3.96M | 0.0% | +3.1% | 0.089% | |