1/21/2025 | Cypress Point Wealth Management LLC | 408,719 | $10.56M | 3.3% | +12.8% | 0.183% | |
1/21/2025 | Rockwood Wealth Management LLC | 1,375,069 | $35.49M | 3.8% | -0.4% | 0.614% | |
1/21/2025 | KFG Wealth Management LLC | 269,177 | $6.96M | 1.3% | +39.0% | 0.120% | |
1/21/2025 | Archford Capital Strategies LLC | 93,374 | $2.41M | 0.4% | N/A | 0.042% | |
1/21/2025 | Alpha Financial Advisors LLC | 1,125,288 | $29.08M | 13.2% | +10.6% | 0.503% | |
1/21/2025 | CFS Investment Advisory Services LLC | 91,843 | $2.37M | 0.2% | -4.2% | 0.041% | |
1/21/2025 | SJS Investment Consulting Inc. | 1,770,828 | $45.77M | 7.9% | +8.0% | 0.791% | |
1/21/2025 | Geneos Wealth Management Inc. | 341,429 | $8.83M | 0.3% | +8.0% | 0.153% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 63,834 | $1.65M | 0.1% | +29.2% | 0.029% | |
1/21/2025 | Fifth Third Bancorp | 1,096 | $28K | 0.0% | N/A | 0.000% | |
|
1/21/2025 | Firethorn Wealth Partners LLC | 83,298 | $2.15M | 1.1% | -0.6% | 0.037% | |
1/21/2025 | RFG Advisory LLC | 33,871 | $875K | 0.0% | -46.7% | 0.015% | |
1/21/2025 | Brighton Jones LLC | 1,696,149 | $43.84M | 1.3% | +13.3% | 0.758% | |
1/21/2025 | Black Point Wealth Management | 15,222 | $393K | 0.5% | +44.6% | 0.007% | |
1/17/2025 | Market Street Wealth Management Advisors LLC | 849,189 | $21.95M | 3.7% | +4.5% | 0.379% | |
1/17/2025 | Kraft Asset Management LLC | 16,339 | $424K | 0.3% | -4.8% | 0.007% | |
1/17/2025 | LifeGuide Financial Advisors LLC | 372,355 | $9.62M | 4.1% | +6.4% | 0.166% | |
1/17/2025 | Global Trust Asset Management LLC | 4,500 | $116K | 0.0% | +12.5% | 0.002% | |
1/17/2025 | Great Waters Wealth Management | 1,171,700 | $30.28M | 3.9% | -13.8% | 0.524% | |
1/16/2025 | Pure Financial Advisors LLC | 62,311 | $1.61M | 0.0% | -2.7% | 0.028% | |
1/16/2025 | Gemmer Asset Management LLC | 402,058 | $10.39M | 1.0% | -5.8% | 0.180% | |
1/16/2025 | Bridgewater Advisors Inc. | 1,554,943 | $39.87M | 4.2% | -29.8% | 0.695% | |
1/16/2025 | Evanson Asset Management LLC | 701,762 | $18.14M | 1.3% | +6.7% | 0.314% | |
1/16/2025 | Client 1ST Advisory Group LLC | 518,575 | $13.40M | 5.2% | N/A | 0.232% | |
1/15/2025 | Krilogy Financial LLC | 758,206 | $19.60M | 1.3% | +11.9% | 0.339% | |
1/15/2025 | Helen Stephens Group LLC | 1,151,705 | $29.77M | 8.8% | +16.0% | 0.515% | |
1/15/2025 | 25 LLC | 38,498 | $995K | 0.4% | +1.3% | 0.017% | |
1/15/2025 | Sax Wealth Advisors LLC | 33,077 | $855K | 0.1% | +70.9% | 0.015% | |
1/15/2025 | Merit Financial Group LLC | 13,540 | $350K | 0.0% | N/A | 0.006% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 119,709 | $3.09M | 0.1% | -6.8% | 0.053% | |
1/15/2025 | Great Oak Capital Partners LLC | 16,618 | $424K | 0.1% | -16.2% | 0.007% | |
1/15/2025 | Ullmann Wealth Partners Group LLC | 1,242,757 | $32.12M | 4.1% | +1.6% | 0.555% | |
1/14/2025 | Pinnacle Bancorp Inc. | 6,120 | $158K | 0.1% | N/A | 0.003% | |
1/14/2025 | Burney Co. | 776,571 | $20.07M | 0.7% | +4.5% | 0.347% | |
1/14/2025 | Apella Capital LLC | 2,802,429 | $72.43M | 2.8% | +49.3% | 1.252% | |
1/14/2025 | Park Avenue Securities LLC | 1,963,877 | $50.76M | 0.5% | +12.5% | 0.878% | |
1/14/2025 | Henrickson Nauta Wealth Advisors Inc. | 674,670 | $17.44M | 7.1% | +24.7% | 0.301% | |
1/14/2025 | Fiduciary Financial Group LLC | 27,605 | $706K | 0.2% | +93.6% | 0.012% | |
1/14/2025 | Quad Cities Investment Group LLC | 33,611 | $869K | 0.4% | +3.5% | 0.015% | |
1/13/2025 | AdvisorNet Financial Inc | 856,218 | $22.13M | 1.9% | +6.3% | 0.383% | |
Trump’s Inauguration Shocker: “Move Your Cash Now” (Ad) Just in the first week after Trump's win, many stocks jumped by double and even triple digits.
But now he's issuing this NEW warning about Trump's inauguration. Click here now to get the details because you must act before January 20th. |
1/13/2025 | Signet Financial Management LLC | 183,649 | $4.75M | 0.6% | +0.3% | 0.082% | |
1/7/2025 | Strathmore Capital Advisors Inc. | 59,093 | $1.53M | 1.1% | N/A | 0.026% | |
1/6/2025 | Ridgeline Wealth LLC | 323,990 | $8.37M | 6.8% | N/A | 0.145% | |
1/6/2025 | Hiley Hunt Wealth Management | 386,101 | $9.98M | 5.5% | +8.1% | 0.173% | |
1/3/2025 | Versant Capital Management Inc | 403,229 | $10.42M | 2.2% | +7.4% | 0.180% | |
1/2/2025 | Peirce Capital Management LLC | 82,926 | $2.14M | 1.1% | +4.2% | 0.037% | |
1/2/2025 | Trust Co of the South | 389,716 | $10.07M | 2.1% | +25.7% | 0.174% | |
12/26/2024 | JPMorgan Chase & Co. | 579,285 | $16.30M | 0.0% | +2.4% | 0.259% | |
12/17/2024 | Hiley Hunt Wealth Management | 357,040 | $10.05M | 5.8% | +3.8% | 0.160% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 11,575 | $324K | 0.0% | N/A | 0.005% | |
11/22/2024 | Capstone Capital LLC | 953,872 | $26.84M | 22.3% | +1.8% | 0.426% | |
11/18/2024 | Rehmann Capital Advisory Group | 304,207 | $8.55M | 0.6% | +2.6% | 0.136% | |
11/18/2024 | Hobbs Group Advisors LLC | 5,000 | $141K | 0.1% | N/A | 0.002% | |
11/15/2024 | Abel Hall LLC | 328,029 | $9.23M | 6.0% | +0.1% | 0.147% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 21,857 | $615K | 0.2% | +39.6% | 0.010% | |
11/15/2024 | MML Investors Services LLC | 201,431 | $5.67M | 0.0% | +70.1% | 0.090% | |
11/15/2024 | Passive Capital Management LLC. | 404,782 | $11.39M | 4.0% | +3.3% | 0.181% | |
11/15/2024 | Orion Portfolio Solutions LLC | 205,760 | $5.79M | 0.1% | +1.0% | 0.092% | |
11/15/2024 | EP Wealth Advisors LLC | 11,765 | $331K | 0.0% | +52.6% | 0.005% | |
11/15/2024 | Jane Street Group LLC | 404,876 | $11.39M | 0.0% | -88.5% | 0.181% | |
11/15/2024 | SageView Advisory Group LLC | 118,812 | $3.34M | 0.2% | +1.3% | 0.053% | |
11/15/2024 | Integrated Wealth Concepts LLC | 110,688 | $3.12M | 0.0% | +8.3% | 0.049% | |
11/15/2024 | Investmark Advisory Group LLC | 16,298 | $459K | 0.2% | +3.6% | 0.007% | |
11/15/2024 | HighTower Advisors LLC | 4,616,085 | $129.89M | 0.2% | +1.4% | 2.063% | |
11/15/2024 | Hill Investment Group Partners LLC | 2,055,170 | $54.03M | 7.5% | +0.2% | 0.918% | |
11/15/2024 | Hilltop Holdings Inc. | 10,401 | $293K | 0.0% | +22.0% | 0.005% | |
11/15/2024 | Kestra Investment Management LLC | 2,644,018 | $74.40M | 3.2% | +115.9% | 1.181% | |
11/15/2024 | True Wealth Design LLC | 1,183,494 | $33.30M | 13.0% | -15.2% | 0.529% | |
11/14/2024 | Atlantic Union Bankshares Corp | 10,546 | $297K | 0.0% | +6.9% | 0.005% | |
11/14/2024 | Kingfisher Capital LLC | 8,182 | $230K | 0.1% | N/A | 0.004% | |
11/14/2024 | CreativeOne Wealth LLC | 44,748 | $1.26M | 0.0% | +101.7% | 0.020% | |
11/14/2024 | Cravens & Co Advisors LLC | 299,811 | $8.44M | 6.5% | +5.4% | 0.134% | |
11/13/2024 | WorthPointe LLC | 37,403 | $1.05M | 0.4% | +43.0% | 0.017% | |
11/13/2024 | Freedom Investment Management Inc. | 901,035 | $25.36M | 2.0% | +5.6% | 0.403% | |
11/13/2024 | RS Crum Inc. | 1,131,393 | $31.84M | 7.5% | +2.2% | 0.506% | |
11/13/2024 | Townsquare Capital LLC | 56,761 | $1.60M | 0.0% | +7.6% | 0.025% | |
11/12/2024 | Truepoint Inc. | 1,973,863 | $55.55M | 1.5% | -0.6% | 0.882% | |
11/12/2024 | Advisory Services & Investments LLC | 738,892 | $20.79M | 14.2% | -5.8% | 0.330% | |
11/12/2024 | Great Valley Advisor Group Inc. | 178,973 | $5.04M | 0.1% | +8.8% | 0.080% | |
11/12/2024 | Nwam LLC | 55,761 | $1.57M | 0.1% | N/A | 0.025% | |
11/12/2024 | Studio Investment Management LLC | 587,337 | $16.53M | 3.5% | +4.6% | 0.262% | |
11/12/2024 | CFS Investment Advisory Services LLC | 95,869 | $2.70M | 0.2% | -6.4% | 0.043% | |
11/12/2024 | Altiora Financial Group LLC | 53,980 | $1.52M | 0.3% | -20.3% | 0.024% | |
11/12/2024 | RW Investment Management LLC | 4,861,886 | $136.81M | 17.0% | +3.2% | 2.172% | |
11/8/2024 | EverSource Wealth Advisors LLC | 137,076 | $3.86M | 0.2% | +2.9% | 0.061% | |
11/8/2024 | Vance Wealth Inc. | 7,233 | $204K | 0.1% | N/A | 0.003% | |
11/8/2024 | BIP Wealth LLC | 24,361 | $686K | 0.0% | N/A | 0.011% | |
11/7/2024 | Tranquility Partners LLC | 14,188 | $399K | 0.1% | +10.2% | 0.006% | |
11/7/2024 | Caprock Group LLC | 69,312 | $1.95M | 0.1% | +141.5% | 0.031% | |
11/7/2024 | Pathstone Holdings LLC | 3,559,006 | $100.16M | 0.4% | -1.0% | 1.590% | |
Trump’s Inauguration Shocker: “Move Your Cash Now” (Ad) Just in the first week after Trump's win, many stocks jumped by double and even triple digits.
But now he's issuing this NEW warning about Trump's inauguration. Click here now to get the details because you must act before January 20th. |
11/7/2024 | EnRich Financial Partners LLC | 706,064 | $19.87M | 6.6% | +5.7% | 0.315% | |
11/7/2024 | Phillips Financial Management LLC | 1,535,303 | $43.20M | 3.3% | +15.8% | 0.686% | |
11/7/2024 | Essential Planning LLC. | 10,627 | $299K | 0.1% | N/A | 0.005% | |
11/7/2024 | Envision Financial Planning LLC | 27,601 | $777K | 0.4% | +10.0% | 0.012% | |
11/6/2024 | SRS Capital Advisors Inc. | 768,380 | $21.62M | 1.9% | +1.8% | 0.343% | |
11/6/2024 | Straight Path Wealth Management | 689,863 | $19.41M | 8.4% | +7.8% | 0.308% | |
11/6/2024 | LJI Wealth Management LLC | 9,712 | $273K | 0.1% | +6.0% | 0.004% | |
11/6/2024 | Heritage Investment Group Inc. | 369,930 | $10.41M | 2.0% | +9.8% | 0.165% | |
11/6/2024 | Squire Investment Management Company LLC | 39,137 | $1.10M | 0.5% | +28.1% | 0.017% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 15,500 | $436K | 0.0% | +18.7% | 0.007% | |