11/27/2024 | Franklin Resources Inc. | 14,084 | $790K | 0.0% | +8.2% | 0.117% | |
11/25/2024 | Sanctuary Advisors LLC | 3,448 | $200K | 0.0% | N/A | 0.029% | |
11/15/2024 | MML Investors Services LLC | 17,987 | $1.00M | 0.0% | N/A | 0.149% | |
11/15/2024 | Orion Portfolio Solutions LLC | 12,491 | $696K | 0.0% | +15.8% | 0.104% | |
11/15/2024 | Jane Street Group LLC | 38,335 | $2.14M | 0.0% | +260.7% | 0.318% | |
11/15/2024 | Stifel Financial Corp | 137,612 | $7.67M | 0.0% | +15.0% | 1.142% | |
|
11/15/2024 | Integrated Wealth Concepts LLC | 9,075 | $505K | 0.0% | -15.0% | 0.075% | |
11/14/2024 | Providence Capital Advisors LLC | 1,123 | $63K | 0.0% | N/A | 0.009% | |
11/13/2024 | FMR LLC | 1,048 | $58K | 0.0% | -19.5% | 0.009% | |
11/13/2024 | Bank of Montreal Can | 105,404 | $5.86M | 0.0% | N/A | 0.875% | |
11/12/2024 | Family Capital Management Inc. | 80,398 | $4.48M | 2.9% | +2.6% | 0.667% | |
11/12/2024 | Kingsview Wealth Management LLC | 23,153 | $1.29M | 0.0% | +26.8% | 0.192% | |
11/12/2024 | Certified Advisory Corp | 64,036 | $3.57M | 0.4% | N/A | 0.531% | |
11/9/2024 | LPL Financial LLC | 2,367,312 | $131.86M | 0.1% | +28.7% | 19.646% | |
11/7/2024 | Thrivent Financial for Lutherans | 43,572 | $2.43M | 0.0% | +57.5% | 0.362% | |
11/6/2024 | KPP Advisory Services LLC | 75,366 | $4.20M | 1.0% | +69.8% | 0.625% | |
11/6/2024 | Oppenheimer & Co. Inc. | 10,238 | $570K | 0.0% | +8.5% | 0.085% | |
11/6/2024 | Pinnacle Financial Partners Inc | 4,815 | $268K | 0.0% | N/A | 0.040% | |
11/5/2024 | Harbour Investments Inc. | 16,876 | $940K | 0.0% | +41.4% | 0.140% | |
11/4/2024 | Axxcess Wealth Management LLC | 15,001 | $836K | 0.0% | N/A | 0.124% | |
11/4/2024 | Sigma Planning Corp | 7,800 | $434K | 0.0% | +34.6% | 0.065% | |
11/1/2024 | Atria Investments Inc | 37,094 | $2.07M | 0.0% | +63.4% | 0.308% | |
11/1/2024 | Leavell Investment Management Inc. | 31,250 | $1.74M | 0.1% | +9.5% | 0.259% | |
11/1/2024 | Aspire Wealth Management Corp | 1,320 | $74K | 0.0% | +59.4% | 0.011% | |
10/31/2024 | Advisor Resource Council | 5,680 | $316K | 0.1% | N/A | 0.047% | |
10/30/2024 | Financial Partners Group Inc | 124,328 | $6.93M | 1.0% | N/A | 1.032% | |
10/30/2024 | Hazlett Burt & Watson Inc. | 20,390 | $1.14M | 0.5% | +20.8% | 0.169% | |
10/30/2024 | World Equity Group Inc. | 22,850 | $1.27M | 0.5% | -1.0% | 0.190% | |
10/29/2024 | Janney Montgomery Scott LLC | 46,307 | $2.58M | 0.0% | +14.7% | 0.384% | |
10/29/2024 | Farther Finance Advisors LLC | 3,513 | $196K | 0.0% | N/A | 0.029% | |
10/28/2024 | Focus Financial Network Inc. | 7,204 | $401K | 0.0% | N/A | 0.060% | |
10/24/2024 | Arkadios Wealth Advisors | 7,379 | $411K | 0.0% | +21.9% | 0.061% | |
10/23/2024 | Osborne Partners Capital Management LLC | 4,625 | $258K | 0.0% | N/A | 0.038% | |
10/23/2024 | Bogart Wealth LLC | 711,224 | $39.62M | 1.9% | +8.8% | 5.902% | |
10/22/2024 | Private Advisor Group LLC | 349,743 | $19.48M | 0.1% | +20.1% | 2.902% | |
10/22/2024 | Leo Wealth LLC | 85,351 | $4.75M | 0.4% | +52.2% | 0.708% | |
10/22/2024 | Signaturefd LLC | 1,620 | $90K | 0.0% | N/A | 0.013% | |
10/21/2024 | Moneywise Inc. | 59,128 | $3.29M | 1.6% | -38.5% | 0.491% | |
10/21/2024 | Financial Consulate Inc. | 306,436 | $17.07M | 4.5% | +7.3% | 2.543% | |
10/18/2024 | Raymond James & Associates | 360,278 | $20.07M | 0.0% | +5.1% | 2.990% | |
2025 could be “worse than the dot-com bust”, says man who predicted 2008 banking crisis (Ad) Dan is sharing his latest work with the public. Because what he's tracking right now, he says, is too serious to keep private. Click here to see Dan's full warning to the public. |
10/18/2024 | KMG Fiduciary Partners LLC | 57,214 | $3.19M | 0.3% | +369.4% | 0.475% | |
10/18/2024 | Stratos Investment Management LLC | 189,966 | $10.58M | 0.7% | +0.8% | 1.576% | |
10/17/2024 | Orgel Wealth Management LLC | 579,310 | $32.27M | 0.8% | N/A | 4.808% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 3,744 | $209K | 0.0% | N/A | 0.031% | |
10/11/2024 | Empirical Asset Management LLC | 30,467 | $1.70M | 0.2% | +20.1% | 0.253% | |
10/11/2024 | Redhawk Wealth Advisors Inc. | 107,806 | $6.01M | 0.9% | +2.8% | 0.895% | |
10/9/2024 | Beaumont Financial Advisors LLC | 17,291 | $963K | 0.1% | N/A | 0.143% | |
10/9/2024 | Harbor Group Inc. | 152,674 | $8.50M | 2.0% | +253.5% | 1.267% | |
10/8/2024 | CWM LLC | 1,035,544 | $57.68M | 0.2% | +36.1% | 8.594% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 15,414 | $859K | 0.0% | +7.5% | 0.128% | |
10/4/2024 | HBW Advisory Services LLC | 19,893 | $1.11M | 0.2% | +2.0% | 0.165% | |
8/27/2024 | KPP Advisory Services LLC | 44,383 | $2.28M | 0.6% | -49.1% | 0.368% | |
8/22/2024 | Cetera Investment Advisers | 204,603 | $10.49M | 0.0% | +3.7% | 1.698% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 111,301 | $5.71M | 0.0% | +85.0% | 0.924% | |
8/15/2024 | AQR Capital Management LLC | 8,180 | $420K | 0.0% | +49.7% | 0.068% | |
8/14/2024 | Clear Point Advisors Inc. | 14,030 | $720K | 0.6% | +8.9% | 0.116% | |
8/13/2024 | Thrivent Financial for Lutherans | 27,663 | $1.42M | 0.0% | +363.2% | 0.230% | |
8/12/2024 | ProVise Management Group LLC | 5,509 | $283K | 0.0% | N/A | 0.046% | |
8/8/2024 | Hazlett Burt & Watson Inc. | 16,884 | $866K | 0.4% | +12.6% | 0.140% | |
8/8/2024 | LPL Financial LLC | 1,839,793 | $94.36M | 0.0% | +6.2% | 15.268% | |
8/7/2024 | Redwood Financial Network Corp | 9,714 | $498K | 0.4% | +9.0% | 0.081% | |
8/6/2024 | Adapt Wealth Advisors LLC | 43,455 | $2.23M | 1.4% | N/A | 0.361% | |
8/6/2024 | Flynn Zito Capital Management LLC | 215,470 | $11.05M | 5.7% | +26.7% | 1.788% | |
8/5/2024 | Private Advisor Group LLC | 291,131 | $14.93M | 0.1% | +11.1% | 2.416% | |
7/31/2024 | Essex Financial Services Inc. | 15,555 | $798K | 0.0% | +2.1% | 0.129% | |
7/31/2024 | Strategic Equity Management | 6,212 | $319K | 0.2% | +14.8% | 0.052% | |
7/31/2024 | Sage Mountain Advisors LLC | 677 | $35K | 0.0% | +107.0% | 0.006% | |
7/31/2024 | Commonwealth Equity Services LLC | 216,678 | $11.11M | 0.0% | +119.2% | 1.798% | |
7/31/2024 | Solano Wealth Management Inc. | 45,966 | $2.36M | 1.3% | +14.0% | 0.381% | |
7/30/2024 | Integrity Financial Corp WA | 24,779 | $1.27M | 0.8% | +3.4% | 0.206% | |
7/30/2024 | International Assets Investment Management LLC | 7,369 | $378K | 0.0% | -41.4% | 0.061% | |
7/29/2024 | Arkadios Wealth Advisors | 6,055 | $311K | 0.0% | +16.2% | 0.050% | |
7/26/2024 | Harbour Investments Inc. | 11,935 | $612K | 0.0% | +92.4% | 0.099% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 149,696 | $7.68M | 0.0% | -2.5% | 1.242% | |
7/25/2024 | First Heartland Consultants Inc. | 4,282 | $220K | 0.0% | N/A | 0.036% | |
7/23/2024 | Geneos Wealth Management Inc. | 99,371 | $5.10M | 0.2% | +11.5% | 0.825% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 1,274,133 | $65.35M | 0.1% | +0.5% | 10.574% | |
7/19/2024 | Raymond James & Associates | 342,750 | $17.58M | 0.0% | +119.1% | 2.844% | |
7/19/2024 | World Equity Group Inc. | 23,076 | $1.18M | 0.4% | -1.1% | 0.192% | |
7/17/2024 | Redhawk Wealth Advisors Inc. | 104,849 | $5.38M | 0.8% | +35.1% | 0.870% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 14,345 | $736K | 0.0% | -3.7% | 0.119% | |
7/15/2024 | Aspire Private Capital LLC | 1,506 | $77K | 0.0% | -20.8% | 0.012% | |
7/10/2024 | Thomasville National Bank | 91,650 | $4.70M | 0.4% | +1.8% | 0.761% | |
7/10/2024 | CWM LLC | 761,015 | $39.03M | 0.2% | +12.5% | 6.315% | |
7/5/2024 | HBW Advisory Services LLC | 19,500 | $1M | 0.2% | N/A | 0.162% | |
5/24/2024 | Cetera Advisors LLC | 153,008 | $8.18M | 0.1% | -15.8% | 1.270% | |
5/24/2024 | Cetera Investment Advisers | 197,314 | $10.55M | 0.0% | N/A | 1.637% | |
5/21/2024 | Atria Investments Inc | 22,971 | $1.23M | 0.0% | -7.8% | 0.191% | |
5/17/2024 | Clear Point Advisors Inc. | 12,886 | $689K | 0.6% | +3.3% | 0.107% | |
5/10/2024 | Osaic Holdings Inc. | 217,071 | $11.61M | 0.0% | +35.0% | 1.801% | |
2025 could be “worse than the dot-com bust”, says man who predicted 2008 banking crisis (Ad) Dan is sharing his latest work with the public. Because what he's tracking right now, he says, is too serious to keep private. Click here to see Dan's full warning to the public. |
5/9/2024 | Leo Wealth LLC | 91,996 | $4.89M | 0.5% | +23.2% | 0.763% | |
5/9/2024 | Kingsview Wealth Management LLC | 16,734 | $895K | 0.0% | +3.0% | 0.139% | |
5/8/2024 | Avantax Advisory Services Inc. | 60,939 | $3.26M | 0.0% | -7.5% | 0.506% | |
5/4/2024 | Geneos Wealth Management Inc. | 89,110 | $4.76M | 0.2% | +16.1% | 0.743% | |
5/1/2024 | Janney Montgomery Scott LLC | 16,989 | $908K | 0.0% | N/A | 0.142% | |
4/30/2024 | Private Advisor Group LLC | 262,010 | $14.01M | 0.1% | -6.1% | 2.183% | |
4/30/2024 | Hazlett Burt & Watson Inc. | 15,001 | $802K | 0.5% | +16.5% | 0.125% | |
4/29/2024 | Commonwealth Equity Services LLC | 98,849 | $5.28M | 0.0% | +899.7% | 0.824% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 153,506 | $8.21M | 0.0% | +11.1% | 1.279% | |
4/24/2024 | Leavell Investment Management Inc. | 28,275 | $1.51M | 0.1% | +3.6% | 0.236% | |