11/4/2024 | TRU Independence Asset Management 2 LLC | 9,462 | $479K | 0.4% | N/A | 0.080% | |
11/4/2024 | Patten & Patten Inc. TN | 328,264 | $16.62M | 1.1% | +3.5% | 2.782% | |
11/1/2024 | Proficio Capital Partners LLC | 53,515 | $2.71M | 0.3% | -11.8% | 0.454% | |
11/1/2024 | Lionsbridge Wealth Management LLC | 16,796 | $851K | 0.7% | -29.9% | 0.142% | |
10/29/2024 | Private Wealth Partners LLC | 40,500 | $2.05M | 0.2% | -16.3% | 0.343% | |
10/28/2024 | Stephens Inc. AR | 27,565 | $1.40M | 0.0% | -12.8% | 0.234% | |
|
10/25/2024 | Golden State Equity Partners | 24,426 | $1.24M | 0.3% | -9.2% | 0.207% | |
10/25/2024 | Adell Harriman & Carpenter Inc. | 86,052 | $4.36M | 0.3% | -1.0% | 0.729% | |
10/24/2024 | Inscription Capital LLC | 555,063 | $28.11M | 4.2% | +254.1% | 4.704% | |
10/24/2024 | Capital Advisors Ltd. LLC | 7,473 | $378K | 0.0% | -21.1% | 0.063% | |
10/24/2024 | Bristlecone Advisors LLC | 97,125 | $4.92M | 0.4% | +3.4% | 0.823% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 1,542,425 | $78.11M | 0.2% | +23.8% | 13.071% | |
10/23/2024 | Dakota Wealth Management | 12,721 | $644K | 0.0% | -3.8% | 0.108% | |
10/22/2024 | Private Advisor Group LLC | 7,869 | $398K | 0.0% | N/A | 0.067% | |
10/21/2024 | Cassia Capital Partners LLC | 46,138 | $2.34M | 1.5% | -43.8% | 0.391% | |
10/18/2024 | Raymond James & Associates | 127,969 | $6.48M | 0.0% | +20.8% | 1.084% | |
10/16/2024 | Amplius Wealth Advisors LLC | 295,008 | $14.94M | 1.6% | +2.5% | 2.500% | |
10/15/2024 | Regatta Capital Group LLC | 11,860 | $601K | 0.1% | N/A | 0.101% | |
10/11/2024 | Elmwood Wealth Management Inc. | 16,108 | $816K | 0.3% | -5.5% | 0.137% | |
10/8/2024 | CWM LLC | 591,778 | $29.97M | 0.1% | -3.0% | 5.015% | |
10/8/2024 | Northwest Capital Management Inc | 996 | $50K | 0.0% | +8,200.0% | 0.008% | |
10/8/2024 | Ignite Planners LLC | 71,659 | $3.63M | 0.8% | +13.0% | 0.607% | |
10/8/2024 | Atwood & Palmer Inc. | 48,100 | $2.44M | 0.2% | -0.4% | 0.408% | |
10/3/2024 | Alpha Omega Wealth Management LLC | 158,184 | $8.01M | 1.5% | -2.2% | 1.341% | |
9/5/2024 | Sanctuary Advisors LLC | 19,384 | $975K | 0.0% | N/A | 0.164% | |
8/16/2024 | Regal Investment Advisors LLC | 8,748 | $441K | 0.0% | -6.8% | 0.074% | |
8/15/2024 | Oliver Lagore Vanvalin Investment Group | 133,583 | $6.73M | 1.9% | N/A | 1.132% | |
8/14/2024 | Steel Grove Capital Advisors LLC | 39,440 | $1.99M | 0.3% | +24.4% | 0.334% | |
8/8/2024 | Envestnet Asset Management Inc. | 34,002 | $1.71M | 0.0% | -2.7% | 0.288% | |
8/8/2024 | Private Wealth Partners LLC | 48,400 | $2.44M | 0.2% | +60.8% | 0.410% | |
8/8/2024 | Beverly Hills Private Wealth LLC | 34,518 | $1.74M | 0.4% | -9.6% | 0.293% | |
8/6/2024 | Financial Gravity Asset Management Inc. | 2,247 | $113K | 0.0% | -30.7% | 0.019% | |
8/2/2024 | Mascoma Wealth Management LLC | 1,466 | $74K | 0.0% | -12.0% | 0.012% | |
8/2/2024 | Adell Harriman & Carpenter Inc. | 86,932 | $4.38M | 0.3% | +5.5% | 0.737% | |
7/31/2024 | Commonwealth Equity Services LLC | 18,969 | $955K | 0.0% | +13.9% | 0.161% | |
7/30/2024 | Sage Rhino Capital LLC | 122,831 | $6.19M | 1.5% | +4.1% | 1.041% | |
7/30/2024 | Navalign LLC | 4,049 | $204K | 0.1% | -14.8% | 0.034% | |
7/26/2024 | Alpha Omega Wealth Management LLC | 161,683 | $8.14M | 1.6% | -2.2% | 1.370% | |
7/26/2024 | Bristlecone Advisors LLC | 93,915 | $4.73M | 0.4% | -3.5% | 0.796% | |
7/24/2024 | Avalon Capital Management | 23,006 | $1.16M | 0.4% | N/A | 0.195% | |
The Crypto That’s Making Wall Street Sweat (Ad) The Crypto Wall Street Is Desperate to Hide
It's happening now, right under everyone's radar. Big tech giants are quietly integrating it. Venture capitalists are scrambling to invest. Click here to discover our #1 crypto for the market right now – poised for massive growth |
7/23/2024 | Amplius Wealth Advisors LLC | 287,755 | $14.49M | 1.6% | -21.7% | 2.439% | |
7/22/2024 | Dakota Wealth Management | 13,222 | $666K | 0.0% | +54.5% | 0.112% | |
7/19/2024 | Raymond James & Associates | 105,915 | $5.33M | 0.0% | +1.1% | 0.898% | |
7/17/2024 | AdvisorNet Financial Inc | 46,935 | $2.36M | 0.2% | -1.9% | 0.398% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 1,246,090 | $62.76M | 0.1% | +22.9% | 10.560% | |
7/15/2024 | Lionsbridge Wealth Management LLC | 23,961 | $1.21M | 1.0% | +104.7% | 0.203% | |
7/12/2024 | Ignite Planners LLC | 63,443 | $3.19M | 0.8% | +26.5% | 0.538% | |
7/11/2024 | Worth Asset Management LLC | 19,229 | $968K | 0.6% | N/A | 0.163% | |
7/10/2024 | CWM LLC | 610,142 | $30.73M | 0.1% | -8.9% | 5.171% | |
5/15/2024 | Steel Grove Capital Advisors LLC | 31,706 | $1.60M | 0.0% | +104.4% | 0.269% | |
5/14/2024 | Tiemann Investment Advisors LLC | 101,088 | $5.09M | 2.3% | +16.0% | 0.857% | |
5/11/2024 | Patten & Patten Inc. TN | 336,024 | $16.92M | 1.2% | N/A | 2.848% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 31,297 | $1.58M | 0.0% | +3.4% | 0.267% | |
5/3/2024 | Proficio Capital Partners LLC | 70,355 | $3.54M | 0.4% | +2.4% | 0.601% | |
5/2/2024 | Lionsbridge Wealth Management LLC | 11,706 | $589K | 0.5% | -50.7% | 0.100% | |
5/1/2024 | Janney Montgomery Scott LLC | 4,989 | $251K | 0.0% | -16.8% | 0.043% | |
4/30/2024 | Perigon Wealth Management LLC | 19,157 | $965K | 0.0% | N/A | 0.164% | |
4/30/2024 | Commonwealth Equity Services LLC | 16,650 | $838K | 0.0% | +82.6% | 0.142% | |
4/29/2024 | Brio Consultants LLC | 52,973 | $2.67M | 0.4% | -2.7% | 0.453% | |
4/26/2024 | Sage Rhino Capital LLC | 118,016 | $5.94M | 1.4% | +30.9% | 1.009% | |
4/22/2024 | Bristlecone Advisors LLC | 97,290 | $4.90M | 0.4% | -7.4% | 0.832% | |
4/22/2024 | Raymond James & Associates | 104,807 | $5.28M | 0.0% | +7.8% | 0.896% | |
4/22/2024 | Cassia Capital Partners LLC | 115,608 | $5.82M | 3.9% | +192.9% | 0.988% | |
4/19/2024 | Wiser Wealth Management Inc | 4,018 | $202K | 0.1% | -77.8% | 0.035% | |
4/18/2024 | Capital Advisors Ltd. LLC | 9,473 | $477K | 0.1% | -16.7% | 0.082% | |
4/17/2024 | Alpha Omega Wealth Management LLC | 165,327 | $8.33M | 1.5% | -2.4% | 1.425% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 1,013,957 | $51.06M | 0.1% | +12.6% | 8.741% | |
4/12/2024 | Navalign LLC | 4,754 | $239K | 0.1% | -30.6% | 0.041% | |
4/12/2024 | Ignite Planners LLC | 50,172 | $2.52M | 0.7% | +68.1% | 0.433% | |
4/12/2024 | AdvisorNet Financial Inc | 47,820 | $2.41M | 0.2% | +80.3% | 0.412% | |
4/10/2024 | Atwood & Palmer Inc. | 48,400 | $2.44M | 0.2% | -4.9% | 0.417% | |
4/8/2024 | Beese Fulmer Investment Management Inc. | 7,179 | $361K | 0.0% | -4.3% | 0.062% | |
3/1/2024 | Goldman Sachs Group Inc. | 1,818,277 | $90.93M | 0.0% | -3.2% | 15.675% | |
2/16/2024 | Burford Brothers Inc. | 16,823 | $841K | 0.6% | N/A | 0.145% | |
2/13/2024 | Goldman Sachs Group Inc. | 1,818,277 | $90.93M | 0.0% | -3.2% | 15.675% | |
2/12/2024 | Avestar Capital LLC | 429,191 | $21.57M | 2.4% | +212.5% | 3.700% | |
2/9/2024 | Frazier Financial Advisors LLC | 44,484 | $2.23M | 1.9% | N/A | 0.383% | |
2/9/2024 | Wells Fargo & Company MN | 428,710 | $21.44M | 0.0% | -9.7% | 3.696% | |
2/7/2024 | Gratus Capital LLC | 17,406 | $870K | 0.0% | +25.0% | 0.150% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 30,266 | $1.51M | 0.0% | -2.5% | 0.261% | |
2/7/2024 | Principal Securities Inc. | 11,975 | $599K | 0.0% | N/A | 0.103% | |
2/7/2024 | Clearwater Capital Advisors LLC | 7,014 | $351K | 0.0% | -4.6% | 0.060% | |
2/6/2024 | Spire Wealth Management | 1,180 | $59K | 0.0% | N/A | 0.010% | |
2/5/2024 | Sage Rhino Capital LLC | 90,171 | $4.51M | 1.2% | +6.5% | 0.777% | |
2/5/2024 | Adell Harriman & Carpenter Inc. | 81,522 | $4.08M | 0.4% | -39.9% | 0.703% | |
2/5/2024 | Precision Wealth Strategies LLC | 135,178 | $6.76M | 6.6% | -14.5% | 1.165% | |
2/5/2024 | Brio Consultants LLC | 54,427 | $2.72M | 0.5% | -30.4% | 0.469% | |
2/2/2024 | Private Wealth Partners LLC | 46,800 | $2.34M | 0.2% | +20.8% | 0.403% | |
2/2/2024 | Atria Wealth Solutions Inc. | 30,266 | $1.52M | 0.0% | -2.5% | 0.261% | |
2/1/2024 | CWM LLC | 650,508 | $32.53M | 0.2% | -3.8% | 5.608% | |
The Crypto That’s Making Wall Street Sweat (Ad) The Crypto Wall Street Is Desperate to Hide
It's happening now, right under everyone's radar. Big tech giants are quietly integrating it. Venture capitalists are scrambling to invest. Click here to discover our #1 crypto for the market right now – poised for massive growth |
1/31/2024 | Alpha Omega Wealth Management LLC | 169,420 | $8.47M | 1.4% | -6.0% | 1.461% | |
1/30/2024 | Elmwood Wealth Management Inc. | 9,513 | $476K | 0.3% | -58.4% | 0.082% | |
1/30/2024 | Beverly Hills Private Wealth LLC | 29,480 | $1.47M | 0.4% | +110.4% | 0.254% | |
1/25/2024 | Bristlecone Advisors LLC | 105,017 | $5.25M | 0.5% | -20.5% | 0.905% | |
1/24/2024 | Mascoma Wealth Management LLC | 3,380 | $169K | 0.1% | -77.8% | 0.029% | |
1/19/2024 | AdvisorNet Financial Inc | 26,519 | $1.33M | 0.1% | +25.2% | 0.229% | |
1/19/2024 | Wagner Wealth Management LLC | 187,819 | $9.39M | 3.2% | -10.9% | 1.619% | |
1/18/2024 | Navalign LLC | 6,849 | $343K | 0.1% | -65.8% | 0.059% | |
1/18/2024 | Steel Grove Capital Advisors LLC | 15,511 | $776K | 0.1% | -9.7% | 0.134% | |
1/16/2024 | Engrave Wealth Partners LLC | 537,120 | $26.86M | 7.7% | -1.5% | 4.630% | |