11/15/2024 | Urban Financial Advisory Corp | 670 | $25K | 0.0% | N/A | 0.007% | |
11/15/2024 | EP Wealth Advisors LLC | 2,795 | $103K | 0.0% | N/A | 0.028% | |
11/8/2024 | Commerce Bank | 18,620 | $686K | 0.0% | -8.0% | 0.184% | |
11/8/2024 | Avior Wealth Management LLC | 7,599 | $280K | 0.0% | -7.8% | 0.075% | |
11/8/2024 | PNC Financial Services Group Inc. | 26,430 | $974K | 0.0% | +1.6% | 0.262% | |
11/7/2024 | Thrivent Financial for Lutherans | 165,576 | $6.10M | 0.0% | +157.8% | 1.639% | |
|
11/4/2024 | Addison Advisors LLC | 20,967 | $772K | 0.2% | +5.3% | 0.208% | |
10/30/2024 | RTD Financial Advisors Inc. | 22,673 | $835K | 0.1% | +37.7% | 0.224% | |
10/30/2024 | Falcon Wealth Planning | 9,828 | $362K | 0.0% | +5.2% | 0.097% | |
10/29/2024 | Opes Wealth Management LLC | 31,255 | $1.15M | 0.2% | +3.3% | 0.309% | |
10/29/2024 | Private Wealth Management Group LLC | 9,646 | $355K | 0.1% | +8.2% | 0.096% | |
10/24/2024 | Concord Wealth Partners | 5,587 | $206K | 0.0% | -27.3% | 0.055% | |
10/23/2024 | CENTRAL TRUST Co | 14,804 | $545K | 0.0% | +3.8% | 0.147% | |
10/22/2024 | Private Advisor Group LLC | 12,158 | $448K | 0.0% | -2.9% | 0.120% | |
10/19/2024 | McClarren Financial Advisors Inc. | 4,831 | $177K | 0.1% | +14,539.4% | 0.048% | |
10/18/2024 | Revolve Wealth Partners LLC | 24,056 | $886K | 0.1% | +6.8% | 0.238% | |
10/18/2024 | Raymond James & Associates | 420,125 | $15.48M | 0.0% | +3.3% | 4.160% | |
10/17/2024 | LexAurum Advisors LLC | 10,655 | $393K | 0.1% | N/A | 0.105% | |
10/15/2024 | Regatta Capital Group LLC | 36,873 | $1.36M | 0.3% | -10.1% | 0.365% | |
10/9/2024 | UMB Bank n.a. | 3,561 | $131K | 0.0% | -38.1% | 0.035% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 83,621 | $3.08M | 0.1% | -2.6% | 0.828% | |
8/22/2024 | Cetera Investment Advisers | 55,491 | $1.83M | 0.0% | -0.6% | 0.549% | |
8/16/2024 | Creative Planning | 115,513 | $3.82M | 0.0% | -8.6% | 1.144% | |
8/13/2024 | Thrivent Financial for Lutherans | 64,227 | $2.12M | 0.0% | +12.3% | 0.636% | |
8/12/2024 | WCG Wealth Advisors LLC | 40,011 | $1.32M | 0.1% | +12.0% | 0.396% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 12,037 | $398K | 0.0% | +83.2% | 0.119% | |
8/8/2024 | Envestnet Asset Management Inc. | 102,770 | $3.39M | 0.0% | -2.4% | 1.018% | |
8/7/2024 | Carson Advisory Inc. | 19,570 | $646K | 0.5% | -2.5% | 0.194% | |
8/7/2024 | Invera Wealth Advisors LLC | 66,867 | $2.25M | 2.3% | +1.9% | 0.662% | |
8/6/2024 | First Foundation Advisors | 6,538 | $216K | 0.0% | -13.2% | 0.065% | |
8/6/2024 | Opes Wealth Management LLC | 30,255 | $999K | 0.2% | +4.5% | 0.300% | |
8/5/2024 | Addison Advisors LLC | 19,912 | $658K | 0.2% | +7.5% | 0.197% | |
8/1/2024 | TIAA Trust National Association | 1,398,404 | $46.19M | 0.1% | -11.3% | 13.846% | |
7/31/2024 | Commonwealth Equity Services LLC | 153,210 | $5.06M | 0.0% | -6.1% | 1.517% | |
7/29/2024 | UMB Bank n.a. | 5,754 | $190K | 0.0% | -24.6% | 0.057% | |
7/26/2024 | WealthShield Partners LLC | 24,803 | $819K | 0.1% | +1.2% | 0.246% | |
7/26/2024 | Bank of New York Mellon Corp | 152,283 | $5.03M | 0.0% | +19.3% | 1.508% | |
7/23/2024 | Vicus Capital | 8,854 | $292K | 0.0% | +27.4% | 0.088% | |
7/22/2024 | RTD Financial Advisors Inc. | 16,471 | $544K | 0.1% | +35.7% | 0.163% | |
7/19/2024 | Revolve Wealth Partners LLC | 22,528 | $744K | 0.1% | +14.5% | 0.223% | |
[625,000% Gain] – Are You Ready for the Next Altcoin Boom? (Ad) All of our key indicators are flashing the same signal: an altcoin season is fast approaching.
And if you know anything about crypto, you know that altcoin seasons are where some of the biggest gains happen. Register for the FREE Workshop Now & get $10 in Bitcoin |
7/19/2024 | Raymond James & Associates | 406,844 | $13.44M | 0.0% | +5.8% | 4.028% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 7,775 | $257K | 0.0% | N/A | 0.077% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 85,836 | $2.84M | 0.1% | -13.7% | 0.850% | |
7/11/2024 | Canandaigua National Bank & Trust Co. | 61,596 | $2.04M | 0.2% | N/A | 0.610% | |
7/11/2024 | Abacus Wealth Partners LLC | 866,329 | $28.62M | 4.7% | +1.3% | 8.578% | |
5/24/2024 | Cetera Advisors LLC | 38,834 | $1.33M | 0.0% | N/A | 0.384% | |
5/24/2024 | Cetera Investment Advisers | 55,837 | $1.91M | 0.0% | +15.8% | 0.553% | |
5/10/2024 | TIAA Trust National Association | 1,576,869 | $53.93M | 0.2% | -25.3% | 15.613% | |
5/10/2024 | First Foundation Advisors | 7,536 | $258K | 0.0% | -25.3% | 0.075% | |
5/8/2024 | Neumann Capital Management LLC | 14,360 | $491K | 0.2% | +5.1% | 0.142% | |
5/8/2024 | Heritage Wealth Advisors | 27,034 | $925K | 0.0% | +4.5% | 0.268% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 277,516 | $9.49M | 0.3% | +3.5% | 2.748% | |
5/3/2024 | Carson Advisory Inc. | 20,070 | $686K | 0.5% | -6.5% | 0.199% | |
4/30/2024 | Concord Wealth Partners | 8,706 | $298K | 0.1% | -14.0% | 0.086% | |
4/29/2024 | Commonwealth Equity Services LLC | 163,113 | $5.58M | 0.0% | +19.6% | 1.615% | |
4/26/2024 | UMB Bank n.a. | 7,634 | $261K | 0.0% | -6.7% | 0.076% | |
4/24/2024 | CENTRAL TRUST Co | 14,628 | $500K | 0.0% | +3.2% | 0.143% | |
4/23/2024 | Regatta Capital Group LLC | 46,244 | $1.58M | 0.4% | -53.5% | 0.453% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 45,054 | $1.54M | 0.0% | +10.8% | 0.442% | |
4/22/2024 | Invera Wealth Advisors LLC | 65,600 | $2.10M | 1.8% | +4.2% | 0.643% | |
4/22/2024 | Raymond James & Associates | 384,411 | $13.15M | 0.0% | +7.6% | 3.769% | |
4/19/2024 | RTD Financial Advisors Inc. | 12,140 | $415K | 0.1% | -2.6% | 0.119% | |
4/15/2024 | Signet Financial Management LLC | 6,322 | $216K | 0.0% | N/A | 0.062% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 6,201 | $212K | 0.0% | N/A | 0.061% | |
4/15/2024 | Revolve Wealth Partners LLC | 19,675 | $673K | 0.1% | +10.5% | 0.193% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 99,504 | $3.40M | 0.1% | +3.4% | 0.976% | |
4/10/2024 | Abacus Wealth Partners LLC | 854,917 | $29.24M | 4.9% | +0.4% | 7.667% | |
2/28/2024 | EP Wealth Advisors LLC | 13,642 | $430K | 0.0% | +128.9% | 0.122% | |
2/13/2024 | Morningstar Investment Services LLC | 139,937 | $4.44M | 0.0% | +65.0% | 1.255% | |
2/13/2024 | Jones Financial Companies Lllp | 41,569 | $1.31M | 0.0% | +22.8% | 0.373% | |
2/12/2024 | Fiduciary Trust Co | 90,651 | $2.86M | 0.0% | -4.6% | 0.813% | |
2/12/2024 | Heritage Wealth Advisors | 25,864 | $816K | 0.0% | +4.1% | 0.232% | |
2/9/2024 | Commerce Bank | 20,340 | $642K | 0.0% | -3.7% | 0.182% | |
2/9/2024 | UBS Group AG | 289,496 | $9.13M | 0.0% | -8.8% | 2.596% | |
2/8/2024 | Private Wealth Management Group LLC | 8,470 | $267K | 0.1% | N/A | 0.076% | |
2/8/2024 | Beacon Pointe Advisors LLC | 114,488 | $3.61M | 0.0% | +30.7% | 1.027% | |
2/7/2024 | Principal Securities Inc. | 1,255 | $40K | 0.0% | N/A | 0.011% | |
2/7/2024 | Abacus Wealth Partners LLC | 851,435 | $26.85M | 4.5% | +4.2% | 7.636% | |
2/7/2024 | Neumann Capital Management LLC | 13,660 | $431K | 0.2% | +5.6% | 0.123% | |
2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 268,186 | $8.46M | 0.3% | +10.0% | 2.405% | |
2/6/2024 | Private Advisor Group LLC | 12,534 | $395K | 0.0% | -26.9% | 0.112% | |
2/6/2024 | Carson Advisory Inc. | 21,470 | $677K | 0.5% | -7.3% | 0.193% | |
2/6/2024 | New York Life Investment Management LLC | 14,913 | $470K | 0.0% | -48.2% | 0.134% | |
2/6/2024 | Concord Wealth Partners | 10,120 | $319K | 0.1% | -43.8% | 0.091% | |
2/2/2024 | Addison Advisors LLC | 15,512 | $489K | 0.2% | -2.4% | 0.139% | |
2/1/2024 | Parkside Financial Bank & Trust | 20,672 | $652K | 0.1% | +15.9% | 0.185% | |
1/30/2024 | Avior Wealth Management LLC | 15,511 | $489K | 0.0% | +7.1% | 0.139% | |
1/29/2024 | Baystate Wealth Management LLC | 8,524 | $269K | 0.0% | -65.6% | 0.076% | |
1/26/2024 | Fingerlakes Wealth Management Inc. | 17,217 | $543K | 0.6% | -2.8% | 0.154% | |
1/24/2024 | CENTRAL TRUST Co | 14,171 | $447K | 0.0% | -12.4% | 0.127% | |
Blackrock’s Sending THIS Crypto Higher on Purpose (Ad) It's a groundbreaking opportunity that could be poised for extraordinary gains.
The catalyst behind this surge is a massive new blockchain development… YES, I WANT THE #1 CRYPTO NOW |
1/24/2024 | Sowell Financial Services LLC | 25,998 | $820K | 0.0% | +2.0% | 0.233% | |
1/24/2024 | International Assets Investment Management LLC | 3,690 | $117K | 0.0% | N/A | 0.033% | |
1/24/2024 | Private Trust Co. NA | 870 | $27K | 0.0% | N/A | 0.008% | |
1/23/2024 | WealthShield Partners LLC | 24,476 | $772K | 0.1% | -16.0% | 0.220% | |
1/23/2024 | TIAA Trust National Association | 2,111,715 | $66.60M | 0.2% | -11.8% | 18.939% | |
1/22/2024 | Regatta Capital Group LLC | 99,480 | $3.14M | 0.8% | -2.4% | 0.892% | |
1/17/2024 | RTD Financial Advisors Inc. | 12,463 | $393K | 0.1% | +2.9% | 0.112% | |
1/17/2024 | Invera Wealth Advisors LLC | 62,942 | $1.99M | 1.2% | N/A | 0.565% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 40,673 | $1.28M | 0.0% | -32.8% | 0.365% | |
1/16/2024 | Raymond James & Associates | 357,284 | $11.27M | 0.0% | +16.6% | 3.204% | |