1/21/2025 | Geneos Wealth Management Inc. | 36,540 | $2.50M | 0.1% | -0.7% | 0.214% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 23,306 | $1.60M | 0.1% | +6.5% | 0.136% | |
1/21/2025 | Southland Equity Partners LLC | 14,846 | $1.02M | 0.2% | +7.3% | 0.087% | |
1/21/2025 | RFG Advisory LLC | 14,624 | $1.00M | 0.0% | -15.9% | 0.086% | |
1/17/2025 | Edge Financial Advisors LLC | 23,483 | $1.61M | 1.4% | -2.8% | 0.137% | |
1/17/2025 | Avior Wealth Management LLC | 4,845 | $332K | 0.0% | -3.9% | 0.028% | |
1/17/2025 | Mutual Advisors LLC | 13,389 | $943K | 0.0% | -11.4% | 0.078% | |
1/17/2025 | Janney Montgomery Scott LLC | 69,492 | $4.76M | 0.0% | +675.1% | 0.406% | |
1/17/2025 | Verum Partners LLC | 184,217 | $12.61M | 3.6% | +9.2% | 1.077% | |
1/17/2025 | Atomi Financial Group Inc. | 186,331 | $12.76M | 0.6% | +33.4% | 1.090% | |
|
1/16/2025 | Koshinski Asset Management Inc. | 4,282 | $293K | 0.0% | -30.7% | 0.025% | |
1/16/2025 | Wealth Management Partners LLC | 8,393 | $575K | 0.2% | +28.3% | 0.049% | |
1/15/2025 | Meridian Financial LLC | 13,645 | $934K | 0.6% | -4.7% | 0.080% | |
1/15/2025 | Hubbell Strickland Wealth Management LLC | 3,599 | $246K | 0.1% | +6.1% | 0.021% | |
1/15/2025 | ALM First Financial Advisors LLC | 209,767 | $13.44M | 3.0% | +4.9% | 1.227% | |
1/15/2025 | Certified Advisory Corp | 70,837 | $4.85M | 0.5% | +0.5% | 0.414% | |
1/15/2025 | Fermata Advisors LLC | 150,767 | $10.32M | 1.9% | -3.7% | 0.882% | |
1/14/2025 | Godsey & Gibb Inc. | 510 | $35K | 0.0% | N/A | 0.003% | |
1/14/2025 | Smith Anglin Financial LLC | 1,013,916 | $69.42M | 6.5% | +5.1% | 5.929% | |
1/14/2025 | Laurel Wealth Advisors LLC | 24,712 | $1.69M | 0.3% | +6.4% | 0.145% | |
1/14/2025 | Breakwater Capital Group | 118,541 | $8.12M | 1.6% | +1.4% | 0.693% | |
1/13/2025 | First National Bank Sioux Falls | 7,162 | $490K | 0.2% | +42.0% | 0.042% | |
1/13/2025 | Brookstone Capital Management | 72,555 | $4.97M | 0.1% | +2.9% | 0.424% | |
1/8/2025 | International Assets Investment Management LLC | 5,579 | $381K | 0.0% | -98.7% | 0.033% | |
11/25/2024 | World Investment Advisors LLC | 9,329 | $675K | 0.0% | N/A | 0.055% | |
11/25/2024 | Sanctuary Advisors LLC | 22,594 | $1.70M | 0.0% | -62.6% | 0.132% | |
11/18/2024 | GG Group Ventures LLC | 5,279 | $387K | 0.6% | -27.4% | 0.031% | |
11/15/2024 | Valued Retirements Inc. | 49,913 | $3.61M | 5.0% | N/A | 0.292% | |
11/15/2024 | MML Investors Services LLC | 33,550 | $2.43M | 0.0% | +14.6% | 0.196% | |
11/15/2024 | Zega Financial LLC | 7,918 | $573K | 0.1% | N/A | 0.046% | |
11/15/2024 | Jane Street Group LLC | 26,384 | $1.91M | 0.0% | +201.3% | 0.154% | |
11/15/2024 | Stifel Financial Corp | 82,227 | $5.95M | 0.0% | +10.0% | 0.481% | |
11/15/2024 | HighTower Advisors LLC | 129,494 | $9.38M | 0.0% | +11.1% | 0.757% | |
11/14/2024 | Rockefeller Capital Management L.P. | 77,374 | $5.60M | 0.0% | +5.8% | 0.452% | |
11/14/2024 | CreativeOne Wealth LLC | 8,083 | $585K | 0.0% | N/A | 0.047% | |
11/13/2024 | Baldwin Investment Management LLC | 6,318 | $457K | 0.1% | +112.8% | 0.037% | |
11/13/2024 | D.A. Davidson & CO. | 23,392 | $1.69M | 0.0% | +29.8% | 0.137% | |
11/12/2024 | Certified Advisory Corp | 70,490 | $5.10M | 0.6% | +1.7% | 0.412% | |
11/12/2024 | Meridian Wealth Management LLC | 13,893 | $1.01M | 0.0% | N/A | 0.081% | |
11/12/2024 | 49 Wealth Management LLC | 11,546 | $836K | 0.1% | -14.9% | 0.068% | |
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11/8/2024 | Avior Wealth Management LLC | 5,042 | $365K | 0.0% | -73.4% | 0.029% | |
11/7/2024 | MAI Capital Management | 23,218 | $1.68M | 0.0% | +12.7% | 0.136% | |
11/6/2024 | Comprehensive Wealth Management LLC | 9,496 | $687K | 0.4% | +7.5% | 0.056% | |
11/6/2024 | Oppenheimer & Co. Inc. | 21,642 | $1.57M | 0.0% | +2.8% | 0.127% | |
11/6/2024 | Pinnacle Financial Partners Inc | 5,696 | $412K | 0.0% | N/A | 0.033% | |
11/5/2024 | Apollon Wealth Management LLC | 21,635 | $1.57M | 0.0% | +17.1% | 0.127% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 8,018 | $580K | 0.0% | +19.7% | 0.047% | |
11/4/2024 | Sigma Planning Corp | 22,040 | $1.60M | 0.0% | +30.5% | 0.129% | |
11/2/2024 | Summit Wealth & Retirement Planning Inc. | 11,207 | $811K | 0.3% | +39.9% | 0.066% | |
11/1/2024 | Sheets Smith Wealth Management | 31,940 | $2.31M | 0.3% | -3.0% | 0.187% | |
11/1/2024 | Atria Investments Inc | 3,227 | $234K | 0.0% | -17.7% | 0.019% | |
11/1/2024 | Cowa LLC | 4,597 | $333K | 0.2% | +4.5% | 0.027% | |
10/31/2024 | LGT Financial Advisors LLC | 750 | $54K | 0.1% | -55.3% | 0.004% | |
10/30/2024 | Beacon Financial Advisory LLC | 5,694 | $412K | 0.1% | -12.3% | 0.033% | |
10/30/2024 | Financial Partners Group Inc | 87,012 | $6.30M | 0.9% | -1.2% | 0.509% | |
10/30/2024 | United Advisor Group LLC | 8,180 | $592K | 0.1% | +152.0% | 0.048% | |
10/29/2024 | First National Bank Sioux Falls | 5,042 | $365K | 0.2% | N/A | 0.029% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 30,076 | $2.18M | 0.1% | -71.5% | 0.176% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 2,916 | $211K | 0.0% | -32.7% | 0.017% | |
10/25/2024 | Edge Financial Advisors LLC | 24,154 | $1.75M | 1.6% | N/A | 0.141% | |
10/25/2024 | MONECO Advisors LLC | 158,130 | $11.44M | 1.4% | -8.1% | 0.925% | |
10/24/2024 | Autumn Glory Partners LLC | 3,180 | $233K | 0.1% | -13.6% | 0.019% | |
10/24/2024 | J.W. Cole Advisors Inc. | 17,638 | $1.28M | 0.1% | +7.7% | 0.103% | |
10/24/2024 | Manchester Financial Inc. | 338,430 | $24.49M | 5.3% | -2.1% | 1.979% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 61,608 | $4.46M | 0.0% | +10.4% | 0.360% | |
10/22/2024 | International Assets Investment Management LLC | 444,600 | $321.76M | 0.0% | +6,961.6% | 2.600% | |
10/22/2024 | TFG Advisers LLC | 12,063 | $873K | 0.3% | +1.2% | 0.071% | |
10/22/2024 | Private Advisor Group LLC | 89,308 | $6.46M | 0.0% | +3.7% | 0.522% | |
10/22/2024 | Accordant Advisory Group Inc | 105,290 | $7.62M | 6.1% | +6.4% | 0.616% | |
10/21/2024 | Sharkey Howes & Javer | 6,060 | $439K | 0.1% | -13.5% | 0.035% | |
10/19/2024 | Compass Ion Advisors LLC | 30,595 | $2.21M | 0.3% | -7.9% | 0.179% | |
10/19/2024 | Longview Financial Advisors Inc. | 25,328 | $1.83M | 1.3% | -5.2% | 0.148% | |
10/19/2024 | Pure Portfolios Holdings LLC | 30,159 | $2.18M | 0.8% | N/A | 0.176% | |
10/18/2024 | Revolve Wealth Partners LLC | 291,062 | $21.06M | 3.2% | +2.8% | 1.702% | |
10/18/2024 | Commonwealth Equity Services LLC | 555,303 | $40.19M | 0.1% | -0.8% | 3.247% | |
10/18/2024 | Raymond James & Associates | 677,193 | $49.01M | 0.0% | +1.0% | 3.960% | |
10/16/2024 | Nottingham Advisors Inc. | 20,791 | $1.51M | 0.2% | N/A | 0.122% | |
10/16/2024 | Physician Wealth Advisors Inc. | 4,871 | $353K | 0.1% | -10.2% | 0.028% | |
10/16/2024 | Sentinel Pension Advisors Inc. | 8,168 | $591K | 0.1% | +40.6% | 0.048% | |
10/16/2024 | Verum Partners LLC | 168,753 | $12.21M | 3.6% | +21.7% | 0.987% | |
10/16/2024 | Longview Financial Advisors Inc. | 26,884 | $1.82M | 1.7% | +0.6% | 0.157% | |
10/11/2024 | Ameliora Wealth Management Ltd. | 8,723 | $631K | 0.3% | -31.4% | 0.051% | |
10/10/2024 | Koshinski Asset Management Inc. | 6,182 | $447K | 0.0% | +22.9% | 0.036% | |
10/10/2024 | MorganRosel Wealth Management LLC | 4,061 | $294K | 0.1% | -4.3% | 0.024% | |
10/10/2024 | RFG Holdings Inc. | 174,225 | $12.61M | 4.4% | -8.4% | 1.019% | |
10/9/2024 | Fermata Advisors LLC | 156,525 | $11.33M | 2.3% | +5.1% | 0.915% | |
10/8/2024 | CWM LLC | 120,377 | $8.71M | 0.0% | +18.9% | 0.704% | |
10/8/2024 | Brookstone Capital Management | 70,534 | $5.11M | 0.1% | +3.2% | 0.412% | |
10/8/2024 | Atomi Financial Group Inc. | 139,629 | $10.11M | 0.6% | +39.0% | 0.817% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 21,880 | $1.58M | 0.0% | +29.3% | 0.128% | |
Do this Before Elon’s Reveal on January 29th (Ad) Elon’s newest tech could pay you an extra $30,000 a year — while you sleep.
It’s smaller than a quarter but designed to power a $9 trillion AI revolution.
And I’ve identified a little-known supplier Elon is depending on to make it all happen. I urge you to watch this video now. |
10/8/2024 | Kesler Norman & Wride LLC | 86,304 | $6.25M | 1.2% | -3.6% | 0.505% | |
10/7/2024 | Smith Anglin Financial LLC | 964,702 | $69.82M | 6.7% | +4.6% | 5.642% | |
10/4/2024 | Breakwater Capital Group | 116,924 | $8.46M | 1.7% | +5.4% | 0.684% | |
9/5/2024 | Sanctuary Advisors LLC | 60,444 | $4.25M | 0.0% | N/A | 0.353% | |
8/22/2024 | Cetera Investment Advisers | 54,997 | $3.76M | 0.0% | +14.8% | 0.322% | |
8/21/2024 | Truist Financial Corp | 41,014 | $2.80M | 0.0% | +22.8% | 0.240% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 468,799 | $32.01M | 0.0% | +6.5% | 2.742% | |
8/16/2024 | NewEdge Advisors LLC | 164,255 | $11.22M | 0.1% | +2.9% | 0.961% | |
8/14/2024 | Certified Advisory Corp | 69,291 | $4.73M | 0.6% | +1.0% | 0.405% | |
8/13/2024 | AE Wealth Management LLC | 6,292 | $430K | 0.0% | +80.2% | 0.037% | |