4/26/2024 | Prestige Wealth Management Group LLC | 43,326 | $3.78M | 0.8% | +0.3% | 0.113% | |
4/26/2024 | JNBA Financial Advisors | 69,695 | $6.08M | 0.6% | -25.2% | 0.182% | |
4/26/2024 | YHB Investment Advisors Inc. | 14,832 | $1.29M | 0.1% | -9.0% | 0.039% | |
4/26/2024 | First National Trust Co | 166,990 | $14.57M | 0.6% | -10.3% | 0.437% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 3,835 | $335K | 0.0% | -9.1% | 0.010% | |
4/26/2024 | Clear Creek Financial Management LLC | 3,552 | $310K | 0.0% | +36.3% | 0.009% | |
|
4/26/2024 | MONECO Advisors LLC | 44,616 | $3.89M | 0.6% | +37.3% | 0.117% | |
4/26/2024 | Verdence Capital Advisors LLC | 7,400 | $646K | 0.1% | +10.0% | 0.019% | |
4/26/2024 | Tritonpoint Wealth LLC | 13,510 | $1.13M | 0.1% | -8.7% | 0.035% | |
4/25/2024 | Peterson Financial Group Inc. | 12,256 | $1.07M | 0.6% | +1.6% | 0.032% | |
4/24/2024 | Krilogy Financial LLC | 261,152 | $22.78M | 1.7% | +0.6% | 0.683% | |
4/24/2024 | CENTRAL TRUST Co | 12,860 | $1.12M | 0.0% | -6.3% | 0.034% | |
4/24/2024 | Dakota Wealth Management | 72,566 | $6.33M | 0.2% | N/A | 0.190% | |
4/24/2024 | Ackerman Capital Advisors LLC | 3,459 | $302K | 0.1% | -4.7% | 0.009% | |
4/24/2024 | Spire Wealth Management | 45,255 | $3.95M | 0.2% | -6.4% | 0.118% | |
4/24/2024 | Essex Financial Services Inc. | 4,569 | $399K | 0.0% | -4.2% | 0.012% | |
4/23/2024 | Global Retirement Partners LLC | 9,677 | $844K | 0.0% | +45.6% | 0.025% | |
4/23/2024 | Sugarloaf Wealth Management LLC | 34,152 | $2.98M | 0.6% | +56,820.0% | 0.089% | |
4/23/2024 | McAdam LLC | 73,906 | $6.45M | 0.4% | -1.9% | 0.193% | |
4/23/2024 | Financial Consulate Inc. | 93,259 | $8.14M | 2.4% | +6.8% | 0.244% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 121,675 | $10.61M | 0.0% | -48.1% | 0.318% | |
4/22/2024 | Bristlecone Advisors LLC | 28,082 | $2.45M | 0.2% | +10.3% | 0.073% | |
4/22/2024 | Strategic Financial Concepts LLC | 4,040 | $352K | 0.1% | N/A | 0.011% | |
4/22/2024 | Confluence Wealth Services Inc. | 15,628 | $1.36M | 0.1% | N/A | 0.041% | |
4/22/2024 | Corrigan Financial Inc. | 19,201 | $1.68M | 0.4% | -1.4% | 0.050% | |
4/22/2024 | Centennial Wealth Advisory LLC | 10,817 | $943K | 0.4% | +10.7% | 0.028% | |
4/22/2024 | HF Advisory Group LLC | 2,988 | $261K | 0.1% | -30.6% | 0.008% | |
4/22/2024 | Drive Wealth Management LLC | 2,299 | $201K | 0.1% | -19.1% | 0.006% | |
4/22/2024 | Rainey & Randall Investment Management Inc. | 100,618 | $8.78M | 2.1% | +6.4% | 0.263% | |
4/22/2024 | Strategies Wealth Advisors LLC | 52,352 | $4.57M | 0.7% | -0.6% | 0.137% | |
4/20/2024 | KWB Wealth | 202,863 | $17.70M | 2.4% | -3.4% | 0.530% | |
4/19/2024 | Advisor Resource Council | 2,484 | $208K | 0.1% | -91.6% | 0.006% | |
4/19/2024 | Tradewinds Capital Management LLC | 332,618 | $29.01M | 8.0% | N/A | 0.870% | |
4/18/2024 | Total Wealth Planning LLC | 13,155 | $1.15M | 0.2% | -7.3% | 0.034% | |
4/18/2024 | Integrity Wealth Solutions LLC | 47,651 | $4.16M | 2.7% | +3.3% | 0.125% | |
4/18/2024 | Measured Wealth Private Client Group LLC | 5,466 | $477K | 0.2% | -36.2% | 0.014% | |
4/18/2024 | Financial Security Advisor Inc. | 67,806 | $5.92M | 2.1% | -0.6% | 0.177% | |
4/18/2024 | Financial Strategies Group Inc. | 69,999 | $6.04M | 1.6% | -4.3% | 0.183% | |
4/17/2024 | Fiduciary Alliance LLC | 8,359 | $725K | 0.1% | -9.9% | 0.022% | |
4/17/2024 | Founders Financial Securities LLC | 2,307 | $201K | 0.0% | N/A | 0.006% | |
Protect Yourself While There’s Still Time … (Ad) The next step of the Fed's control is here.
Section 702 of the Foreign Intelligence Surveillance Act was renewed for two more years and passed into law earlier this week.
Allowing the Fed to tighten its grip on your personal privacy and freedom. 4 simple steps to protect your privacy and money before it’s too late. |
4/17/2024 | Private Ocean LLC | 1,708 | $149K | 0.0% | -8.0% | 0.004% | |
4/16/2024 | Stillwater Capital Advisors LLC | 21,945 | $1.91M | 0.3% | -1.9% | 0.057% | |
4/16/2024 | Courage Miller Partners LLC | 14,957 | $1.31M | 0.5% | +0.9% | 0.039% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 53,975 | $4.71M | 0.0% | +3.7% | 0.141% | |
4/16/2024 | ERn Financial LLC | 55,714 | $4.86M | 0.8% | -4.2% | 0.146% | |
4/15/2024 | Signet Financial Management LLC | 80,693 | $7.04M | 1.0% | -6.0% | 0.211% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 104,727 | $9.14M | 0.3% | +15.1% | 0.274% | |
4/15/2024 | Brookstone Capital Management | 5,348 | $466K | 0.0% | +15.0% | 0.014% | |
4/15/2024 | Sound Income Strategies LLC | 328 | $29K | 0.0% | +583.3% | 0.001% | |
4/15/2024 | Diversified Investment Strategies LLC | 6,034 | $526K | 0.4% | -3.7% | 0.016% | |
4/13/2024 | Wallace Advisory Group LLC | 5,552 | $464K | 0.3% | -3.2% | 0.015% | |
4/12/2024 | Keystone Wealth Services LLC | 9,613 | $838K | 0.3% | +9.3% | 0.029% | |
4/12/2024 | Navalign LLC | 4,740 | $413K | 0.1% | -72.5% | 0.014% | |
4/12/2024 | Ignite Planners LLC | 17,334 | $1.50M | 0.4% | +23.6% | 0.052% | |
4/12/2024 | AdvisorNet Financial Inc | 3,743 | $327K | 0.0% | -14.4% | 0.011% | |
4/12/2024 | Lane & Associates LLC | 17,003 | $1.48M | 0.9% | -2.8% | 0.051% | |
4/12/2024 | Northwest Investment Counselors LLC | 615 | $54K | 0.0% | N/A | 0.002% | |
4/12/2024 | Lbmc Investment Advisors LLC | 3,268 | $285K | 0.0% | -28.2% | 0.010% | |
4/11/2024 | Grey Fox Wealth Advisors LLC | 94,483 | $8.24M | 3.1% | +10.6% | 0.285% | |
4/10/2024 | LexAurum Advisors LLC | 11,216 | $978K | 0.2% | +9.4% | 0.034% | |
4/10/2024 | Fragasso Group Inc. | 49,533 | $4.32M | 0.4% | -1.3% | 0.149% | |
4/9/2024 | Mather Group LLC. | 126,471 | $10.58M | 0.2% | -0.5% | 0.382% | |
4/8/2024 | Atlas Brown Inc. | 9,450 | $824K | 0.3% | -5.5% | 0.029% | |
4/5/2024 | CWM LLC | 35,511 | $3.10M | 0.0% | +15.7% | 0.107% | |
4/3/2024 | Strategic Advocates LLC | 36,124 | $3.15M | 1.2% | -71.5% | 0.109% | |
4/1/2024 | Confluence Investment Management LLC | 242,435 | $21.15M | 0.3% | N/A | 0.731% | |
3/22/2024 | PNC Financial Services Group Inc. | 2,190 | $183K | 0.0% | -27.4% | 0.007% | |
3/19/2024 | M3 Advisory Group LLC | 2,842 | $238K | 0.3% | N/A | 0.009% | |
3/13/2024 | MONECO Advisors LLC | 32,506 | $2.72M | 0.5% | +6.5% | 0.098% | |
3/4/2024 | Vima LLC | 420 | $35K | 0.1% | N/A | 0.001% | |
2/28/2024 | EP Wealth Advisors LLC | 3,103 | $259K | 0.0% | +37.5% | 0.009% | |
2/23/2024 | Chicago Partners Investment Group LLC | 19,072 | $1.56M | 0.1% | +27.0% | 0.058% | |
2/22/2024 | Scarborough Advisors LLC | 1,803 | $151K | 0.0% | N/A | 0.005% | |
2/16/2024 | Optimist Retirement Group LLC | 117,588 | $9.83M | 6.4% | N/A | 0.355% | |
2/15/2024 | Financial Network Wealth Advisors LLC | 15,059 | $1.26M | 1.3% | N/A | 0.045% | |
2/15/2024 | Financial Planning & Information Services Inc. | 232,766 | $19.47M | 3.1% | +11.3% | 0.702% | |
2/14/2024 | Redwood Investment Management LLC | 298,600 | $24.97M | 2.3% | +103.3% | 0.901% | |
2/14/2024 | Visionary Wealth Advisors | 17,994 | $1.51M | 0.1% | +61.7% | 0.054% | |
2/14/2024 | Prudential PLC | 4,050 | $339K | 0.0% | -47.1% | 0.012% | |
2/13/2024 | Cetera Advisor Networks LLC | 167,546 | $14.01M | 0.1% | +8.0% | 0.505% | |
2/13/2024 | Tower Research Capital LLC TRC | 1,328 | $111K | 0.0% | +1,241.4% | 0.004% | |
2/13/2024 | Belpointe Asset Management LLC | 4,770 | $399K | 0.0% | N/A | 0.014% | |
2/13/2024 | Jones Financial Companies Lllp | 26,038 | $2.18M | 0.0% | +31.0% | 0.079% | |
2/13/2024 | FinTrust Capital Advisors LLC | 988 | $83K | 0.0% | +43.6% | 0.003% | |
2/12/2024 | Tradition Wealth Management LLC | 119,221 | $9.96M | 1.1% | -51.1% | 0.360% | |
2/12/2024 | Harvest Investment Services LLC | 2,414 | $202K | 0.1% | N/A | 0.007% | |
2/12/2024 | Laidlaw Wealth Management LLC | 19,938 | $1.67M | 0.6% | -31.1% | 0.060% | |
2/12/2024 | Focus Financial Network Inc. ADV | 28,370 | $2.37M | 0.1% | N/A | 0.086% | |
2/12/2024 | Stifel Financial Corp | 526,666 | $44.05M | 0.1% | +63.6% | 1.589% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 45,066 | $3.77M | 0.1% | +69.4% | 0.136% | |
Protect Yourself While There’s Still Time … (Ad) The next step of the Fed's control is here.
Section 702 of the Foreign Intelligence Surveillance Act was renewed for two more years and passed into law earlier this week.
Allowing the Fed to tighten its grip on your personal privacy and freedom. 4 simple steps to protect your privacy and money before it’s too late. |
2/9/2024 | Avantax Planning Partners Inc. | 89,177 | $7.46M | 0.3% | -0.6% | 0.269% | |
2/9/2024 | Valley Forge Investment Consultants Inc. ADV | 5,132 | $429K | 0.2% | -35.4% | 0.015% | |
2/9/2024 | US Bancorp DE | 7,054 | $590K | 0.0% | +10.9% | 0.021% | |
2/9/2024 | Financial Advisors Network Inc. | 19,300 | $1.61M | 0.3% | -6.1% | 0.058% | |
2/9/2024 | Assetmark Inc. | 443,255 | $37.07M | 0.1% | -2.5% | 1.337% | |
2/9/2024 | CreativeOne Wealth LLC | 12,039 | $1.01M | 0.1% | N/A | 0.036% | |
2/9/2024 | Corient Private Wealth LLC | 43,690 | $3.65M | 0.0% | +1,205.7% | 0.132% | |
2/9/2024 | D.A. Davidson & CO. | 25,050 | $2.10M | 0.0% | -1.6% | 0.076% | |
2/9/2024 | Wells Fargo & Company MN | 298,058 | $24.93M | 0.0% | -9.6% | 0.899% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 27,657 | $2.31M | 0.1% | +1.9% | 0.083% | |