10/29/2024 | Opes Wealth Management LLC | 55,925 | $2.60M | 0.5% | -3.3% | 0.920% | |
10/29/2024 | Janney Montgomery Scott LLC | 93,688 | $4.36M | 0.0% | -5.3% | 1.541% | |
10/28/2024 | Focus Financial Network Inc. | 12,404 | $578K | 0.0% | -5.8% | 0.204% | |
10/25/2024 | Schulz Wealth LTD. | 32,130 | $1.50M | 1.2% | +1.3% | 0.528% | |
10/25/2024 | Strategic Blueprint LLC | 15,203 | $708K | 0.0% | -63.9% | 0.250% | |
10/22/2024 | U.S. Capital Wealth Advisors LLC | 155,256 | $7.23M | 0.3% | -4.5% | 2.554% | |
|
10/22/2024 | My Personal CFO LLC | 47,015 | $2.19M | 1.2% | -0.8% | 0.773% | |
10/10/2024 | CRA Financial Services LLC | 10,484 | $488K | 0.1% | -20.3% | 0.172% | |
10/10/2024 | Pinnacle Wealth Management Group Inc. | 8,850 | $412K | 0.3% | -25.3% | 0.146% | |
10/9/2024 | Maltin Wealth Management Inc. | 83,918 | $3.91M | 1.9% | -1.1% | 1.380% | |
10/9/2024 | Marcum Wealth LLC | 34,381 | $1.60M | 0.1% | -76.9% | 0.565% | |
10/8/2024 | Brookstone Capital Management | 11,492 | $535K | 0.0% | +19.0% | 0.189% | |
10/8/2024 | City Center Advisors LLC | 10,917 | $508K | 0.6% | -5.7% | 0.180% | |
10/7/2024 | Cypress Financial Planning LLC | 8,073 | $376K | 0.1% | +34.8% | 0.133% | |
9/11/2024 | Summit Wealth Partners LLC | 7,183 | $324K | 0.1% | -17.2% | 0.118% | |
8/22/2024 | Cetera Investment Advisers | 89,384 | $4.03M | 0.0% | -13.2% | 1.470% | |
8/21/2024 | Truist Financial Corp | 40,352 | $1.82M | 0.0% | -0.6% | 0.664% | |
8/16/2024 | Kathmere Capital Management LLC | 8,706 | $393K | 0.0% | -61.3% | 0.143% | |
8/10/2024 | Firestone Capital Management | 13,480 | $608K | 0.2% | +83.6% | 0.222% | |
8/8/2024 | Envestnet Asset Management Inc. | 71,236 | $3.21M | 0.0% | -47.9% | 1.172% | |
8/8/2024 | CoreCap Advisors LLC | 45,301 | $2.04M | 0.2% | N/A | 0.745% | |
8/7/2024 | Vantage Financial Partners LLC | 8,299 | $374K | 0.1% | -30.6% | 0.136% | |
8/6/2024 | Chris Bulman Inc | 719 | $32K | 0.0% | N/A | 0.012% | |
8/6/2024 | Motiv8 Investments LLC | 35,455 | $1.60M | 1.2% | +4.9% | 0.583% | |
8/6/2024 | Opes Wealth Management LLC | 57,845 | $2.61M | 0.5% | -0.5% | 0.951% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 28,238 | $1.27M | 0.3% | -2.3% | 0.464% | |
7/31/2024 | Commonwealth Equity Services LLC | 474,210 | $21.39M | 0.0% | -2.4% | 7.800% | |
7/30/2024 | Integral Investment Advisors Inc. | 229,484 | $10.36M | 3.8% | +2.3% | 3.774% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 11,009 | $496K | 0.0% | -13.6% | 0.181% | |
7/27/2024 | Strategic Blueprint LLC | 42,171 | $1.90M | 0.1% | +3.5% | 0.694% | |
7/26/2024 | Crown Wealth Group LLC | 326,057 | $14.71M | 7.3% | +1.0% | 5.363% | |
7/26/2024 | Harbour Investments Inc. | 10,188 | $459K | 0.0% | -5.3% | 0.168% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 33,491 | $1.51M | 0.0% | -24.4% | 0.551% | |
7/18/2024 | Brookstone Capital Management | 9,661 | $441K | 0.0% | -95.5% | 0.159% | |
7/18/2024 | Triad Wealth Partners LLC | 2,136 | $96K | 0.1% | N/A | 0.035% | |
7/17/2024 | Cypress Financial Planning LLC | 5,991 | $270K | 0.1% | -3.8% | 0.099% | |
7/15/2024 | RFG Advisory LLC | 37,604 | $1.70M | 0.1% | -7.6% | 0.618% | |
7/12/2024 | Maltin Wealth Management Inc. | 84,845 | $3.83M | 2.1% | -1.0% | 1.395% | |
7/12/2024 | CRA Financial Services LLC | 13,159 | $593K | 0.1% | -3.7% | 0.216% | |
7/12/2024 | DHJJ Financial Advisors Ltd. | 72,482 | $3.27M | 1.4% | -0.3% | 1.192% | |
We recommended Nvidia in 2016, now we’re recommending this… (Ad) The AI boom is just getting started.
And the real wealth has still to be made… You must read this new presentation from Porter Stansberry. |
7/11/2024 | U.S. Capital Wealth Advisors LLC | 162,534 | $7.33M | 0.3% | -0.6% | 2.673% | |
7/2/2024 | Marcum Wealth LLC | 148,839 | $6.71M | 0.7% | +0.7% | 2.448% | |
7/1/2024 | Kathmere Capital Management LLC | 24,013 | $1.08M | 0.1% | +6.8% | 0.395% | |
5/30/2024 | Motiv8 Investments LLC | 33,797 | $1.47M | 1.1% | +8.0% | 0.556% | |
5/24/2024 | Cetera Advisors LLC | 34,108 | $1.49M | 0.0% | +22.4% | 0.561% | |
5/24/2024 | Cetera Investment Advisers | 102,998 | $4.49M | 0.0% | +1,386.3% | 1.694% | |
5/23/2024 | FSA Advisors Inc. | 33,746 | $1.47M | 1.6% | -1.6% | 0.555% | |
5/14/2024 | First Commonwealth Financial Corp PA | 43,823 | $1.91M | 0.5% | N/A | 0.721% | |
5/2/2024 | Vantage Financial Partners LLC | 11,951 | $520K | 0.1% | +44.7% | 0.198% | |
5/2/2024 | Crown Wealth Group LLC | 322,745 | $14.05M | 7.2% | +9.4% | 5.352% | |
5/1/2024 | Janney Montgomery Scott LLC | 105,418 | $4.59M | 0.0% | +0.4% | 1.748% | |
4/30/2024 | Valtinson Bruner Financial Planning LLC | 11,025 | $480K | 0.2% | -12.6% | 0.183% | |
4/29/2024 | Commonwealth Equity Services LLC | 485,853 | $21.15M | 0.0% | +10.9% | 8.057% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 44,304 | $1.93M | 0.0% | +36.7% | 0.735% | |
4/24/2024 | Pinnacle Wealth Management Group Inc. | 11,850 | $516K | 0.4% | -7.8% | 0.197% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 28,892 | $1.26M | 0.3% | +1.6% | 0.479% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 12,737 | $555K | 0.0% | +24.2% | 0.211% | |
4/23/2024 | Sugarloaf Wealth Management LLC | 3,500 | $152K | 0.0% | -18.6% | 0.058% | |
4/23/2024 | Strategic Blueprint LLC | 40,753 | $1.77M | 0.1% | +10.2% | 0.676% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 63,916 | $2.78M | 0.0% | +46.5% | 1.060% | |
4/19/2024 | KFG Wealth Management LLC | 4,703 | $205K | 0.1% | N/A | 0.078% | |
4/16/2024 | Kathmere Capital Management LLC | 22,477 | $979K | 0.1% | -6.4% | 0.373% | |
4/16/2024 | Maltin Wealth Management Inc. | 85,686 | $3.73M | 2.1% | +12.9% | 2.040% | |
4/15/2024 | Brookstone Capital Management | 216,195 | $9.41M | 0.2% | N/A | 5.148% | |
4/11/2024 | RFG Advisory LLC | 40,689 | $1.77M | 0.1% | +384.9% | 0.969% | |
4/10/2024 | Marcum Wealth LLC | 147,814 | $6.44M | 0.7% | +2,176.5% | 3.519% | |
4/10/2024 | BCS Wealth Management | 8,408 | $366K | 0.1% | N/A | 0.200% | |
4/10/2024 | Lantz Financial LLC | 21,198 | $923K | 0.3% | +2.7% | 0.505% | |
3/6/2024 | SageView Advisory Group LLC | 123,546 | $5.05M | 0.2% | N/A | 2.942% | |
2/16/2024 | SageView Advisory Group LLC | 123,546 | $5.05M | 0.2% | N/A | 2.942% | |
2/16/2024 | Wealthquest Corp | 11,914 | $487K | 0.1% | -10.8% | 0.284% | |
2/16/2024 | PCA Investment Advisory Services Inc. | 4,928 | $201K | 0.1% | N/A | 0.117% | |
2/14/2024 | Waterloo Capital L.P. | 5,350 | $219K | 0.0% | N/A | 0.127% | |
2/12/2024 | Schulz Wealth LTD. | 31,710 | $1.30M | 1.2% | N/A | 0.755% | |
2/12/2024 | Focus Financial Network Inc. ADV | 8,974 | $367K | 0.0% | N/A | 0.214% | |
2/9/2024 | SageView Advisory Group LLC | 123,546 | $5.05M | 0.2% | N/A | 2.942% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 32,420 | $1.33M | 0.0% | -6.9% | 0.772% | |
2/8/2024 | Bedel Financial Consulting Inc. | 7,904 | $323K | 0.1% | -19.1% | 0.188% | |
2/7/2024 | Collaborative Wealth Managment Inc. | 21,234 | $868K | 0.5% | -3.2% | 0.506% | |
2/7/2024 | Principal Securities Inc. | 884 | $36K | 0.0% | N/A | 0.021% | |
2/6/2024 | Lincoln National Corp | 18,041 | $737K | 0.0% | +112.3% | 0.430% | |
2/6/2024 | Spire Wealth Management | 5,208 | $215K | 0.0% | +42.7% | 0.124% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 121,238 | $4.95M | 0.2% | +102.6% | 2.887% | |
2/2/2024 | Truist Financial Corp | 38,457 | $1.57M | 0.0% | -7.6% | 0.916% | |
2/1/2024 | Sigma Planning Corp | 5,850 | $239K | 0.0% | -21.5% | 0.139% | |
2/1/2024 | CRA Financial Services LLC | 13,659 | $558K | 0.1% | -4.5% | 0.325% | |
1/31/2024 | Opes Wealth Management LLC | 58,545 | $2.39M | 0.6% | +0.8% | 1.394% | |
1/31/2024 | Integral Investment Advisors Inc. | 174,490 | $7.13M | 4.5% | -1.9% | 4.155% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 72,783 | $2.97M | 1.4% | -7.1% | 1.733% | |
1/26/2024 | Cerity Partners LLC | 18,690 | $764K | 0.0% | +5.7% | 0.445% | |
We recommended Nvidia in 2016, now we’re recommending this… (Ad) The AI boom is just getting started.
And the real wealth has still to be made… You must read this new presentation from Porter Stansberry. |
1/25/2024 | RFG Advisory LLC | 8,392 | $343K | 0.0% | -7.1% | 0.200% | |
1/25/2024 | Strategic Blueprint LLC | 36,972 | $1.51M | 0.1% | -39.6% | 0.880% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 28,440 | $1.16M | 0.3% | -2.1% | 0.677% | |
1/24/2024 | Stratos Wealth Advisors LLC | 14,984 | $612K | 0.0% | -2.7% | 0.357% | |
1/23/2024 | Crown Wealth Group LLC | 294,899 | $12.05M | 7.3% | N/A | 7.021% | |
1/23/2024 | Lewis Asset Management LLC | 5,926 | $242K | 0.2% | N/A | 0.141% | |
1/23/2024 | My Personal CFO LLC | 37,340 | $1.53M | 1.0% | +13.3% | 0.889% | |
1/19/2024 | AdvisorNet Financial Inc | 1,110 | $45K | 0.0% | -45.0% | 0.026% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 43,630 | $1.78M | 0.0% | +9.2% | 1.039% | |
1/16/2024 | CoreCap Advisors LLC | 30,766 | $1.26M | 0.1% | -3.8% | 0.733% | |