1/17/2025 | Key Client Fiduciary Advisors LLC | 66,699 | $1.46M | 0.6% | -1.5% | 0.010% | |
1/17/2025 | Avior Wealth Management LLC | 4,900 | $107K | 0.0% | +19.6% | 0.001% | |
1/17/2025 | Beacon Investment Advisory Services Inc. | 18,059 | $395K | 0.0% | -32.3% | 0.003% | |
1/17/2025 | Teamwork Financial Advisors LLC | 10,662 | $233K | 0.0% | -8.3% | 0.002% | |
1/17/2025 | Mutual Advisors LLC | 171,559 | $3.95M | 0.1% | +3.7% | 0.027% | |
1/17/2025 | Independent Wealth Network Inc. | 47,505 | $1.04M | 0.4% | +6.6% | 0.007% | |
1/17/2025 | Janney Montgomery Scott LLC | 805,214 | $17.63M | 0.0% | +5.7% | 0.125% | |
1/17/2025 | SG Americas Securities LLC | 23,695 | $519K | 0.0% | N/A | 0.004% | |
1/17/2025 | Magnus Financial Group LLC | 30,655 | $671K | 0.1% | N/A | 0.005% | |
1/17/2025 | Albion Financial Group UT | 92,910 | $2.03M | 0.1% | -5.5% | 0.014% | |
|
1/17/2025 | MBM Wealth Consultants LLC | 74,185 | $1.65M | 0.5% | +4.3% | 0.011% | |
1/17/2025 | XML Financial LLC | 17,638 | $386K | 0.0% | -15.5% | 0.003% | |
1/17/2025 | Commons Capital LLC | 10,000 | $219K | 0.2% | N/A | 0.002% | |
1/17/2025 | Atomi Financial Group Inc. | 31,557 | $691K | 0.0% | +5.5% | 0.005% | |
1/17/2025 | Segment Wealth Management LLC | 30,403 | $666K | 0.0% | +133.9% | 0.005% | |
1/16/2025 | Koshinski Asset Management Inc. | 37,086 | $812K | 0.0% | +1.6% | 0.006% | |
1/16/2025 | Prairiewood Capital LLC | 180,842 | $3.96M | 1.7% | +6.3% | 0.028% | |
1/16/2025 | FLC Capital Advisors | 51,294 | $1.12M | 0.3% | +77.5% | 0.008% | |
1/16/2025 | Diversify Wealth Management LLC | 13,086 | $288K | 0.0% | N/A | 0.002% | |
1/16/2025 | Successful Portfolios LLC | 10,111 | $221K | 0.1% | N/A | 0.002% | |
1/16/2025 | Annex Advisory Services LLC | 9,455 | $207K | 0.0% | N/A | 0.001% | |
1/16/2025 | Evanson Asset Management LLC | 9,541 | $209K | 0.0% | N/A | 0.001% | |
1/16/2025 | Mandatum Life Insurance Co Ltd | 31,582 | $691K | 0.2% | +12.8% | 0.005% | |
1/16/2025 | Cascade Investment Group Inc. | 65,011 | $1.42M | 1.0% | -2.0% | 0.010% | |
1/16/2025 | My Legacy Advisors LLC | 9,006 | $204K | 0.1% | -18.3% | 0.001% | |
1/16/2025 | Romano Brothers AND Company | 354,237 | $7.75M | 1.0% | +11.2% | 0.055% | |
1/15/2025 | HB Wealth Management LLC | 177,018 | $3.88M | 0.0% | +5.8% | 0.027% | |
1/15/2025 | Trust Co. of Vermont | 19,181 | $420K | 0.0% | +33.4% | 0.003% | |
1/15/2025 | Arkadios Wealth Advisors | 112,018 | $2.45M | 0.1% | -4.6% | 0.017% | |
1/15/2025 | Whitener Capital Management Inc. | 29,586 | $648K | 0.2% | -4.0% | 0.005% | |
1/15/2025 | Merit Financial Group LLC | 444,165 | $9.72M | 0.2% | +0.1% | 0.069% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 13,362 | $293K | 0.0% | +7.8% | 0.002% | |
1/15/2025 | RDA Financial Network | 77,860 | $1.70M | 0.5% | -0.9% | 0.012% | |
1/15/2025 | Cypress Wealth Services LLC | 18,427 | $403K | 0.1% | N/A | 0.003% | |
1/15/2025 | Carnegie Investment Counsel | 309,022 | $6.76M | 0.2% | +5.8% | 0.048% | |
1/15/2025 | Mirador Capital Partners LP | 242,811 | $5.32M | 1.0% | +1.3% | 0.038% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 192,841 | $4.22M | 0.2% | +1.6% | 0.030% | |
1/14/2025 | Foresight Capital Management Advisors Inc. | 294,381 | $6.44M | 3.8% | +4.8% | 0.046% | |
1/14/2025 | Brendel Financial Advisors LLC | 102,972 | $2.25M | 1.4% | +2.6% | 0.016% | |
1/14/2025 | Richard P Slaughter Associates Inc | 81,349 | $1.78M | 0.4% | -3.0% | 0.013% | |
Please take this warning seriously... (Ad) I’m here to issue a stark warning to you about an unexpected $2 trillion shock that could impact every trader in the country – in the next 30 days.
In fact, I believe it could begin as soon as January 29th…
Meaning you don’t have much time to prepare. Click here like your financial health depends on it. |
1/14/2025 | Park Avenue Securities LLC | 18,339 | $401K | 0.0% | -9.2% | 0.003% | |
1/14/2025 | CCLA Investment Management | 2,211,955 | $48.42M | 0.8% | +31.6% | 0.342% | |
1/14/2025 | Community Trust & Investment Co. | 154,505 | $3.38M | 0.2% | +3.2% | 0.024% | |
1/14/2025 | SeaCrest Wealth Management LLC | 83,399 | $1.83M | 0.2% | -1.7% | 0.013% | |
1/14/2025 | Quad Cities Investment Group LLC | 29,067 | $636K | 0.3% | -5.2% | 0.004% | |
1/14/2025 | Ayrshire Capital Management LLC | 71,945 | $1.58M | 0.8% | +3.7% | 0.011% | |
1/13/2025 | Miracle Mile Advisors LLC | 17,712 | $388K | 0.0% | +41.2% | 0.003% | |
1/13/2025 | Pallas Capital Advisors LLC | 62,577 | $1.37M | 0.1% | -20.5% | 0.010% | |
1/13/2025 | Salem Investment Counselors Inc. | 227,140 | $4.97M | 0.2% | -23.9% | 0.035% | |
1/13/2025 | Eagle Bay Advisors LLC | 87,981 | $1.93M | 1.2% | +82.6% | 0.014% | |
1/13/2025 | Capital Investment Advisors LLC | 33,280 | $729K | 0.0% | -4.0% | 0.005% | |
1/13/2025 | Brookstone Capital Management | 27,548 | $603K | 0.0% | +117.0% | 0.004% | |
1/13/2025 | EWG Elevate Inc. | 147,633 | $3.23M | 1.0% | +3.6% | 0.023% | |
1/10/2025 | ST Germain D J Co. Inc. | 36,900 | $808K | 0.0% | -8.9% | 0.006% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 269,555 | $5.65M | 0.0% | +1.0% | 0.042% | |
1/8/2025 | Fulton Bank N.A. | 9,532 | $209K | 0.0% | -17.6% | 0.001% | |
1/8/2025 | Worth Asset Management LLC | 15,918 | $348K | 0.2% | +22.5% | 0.002% | |
1/8/2025 | International Assets Investment Management LLC | 180,878 | $4.02M | 0.2% | -95.0% | 0.028% | |
1/7/2025 | Bank of New Hampshire | 84,335 | $1.85M | 0.5% | -15.2% | 0.013% | |
1/6/2025 | CWA Asset Management Group LLC | 11,329 | $248K | 0.0% | +6.3% | 0.002% | |
1/2/2025 | Confluence Investment Management LLC | 3,813,221 | $83.47M | 1.2% | -0.6% | 0.590% | |
12/26/2024 | JPMorgan Chase & Co. | 3,387,097 | $70.93M | 0.0% | +3.2% | 0.524% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 66,218 | $1.39M | 0.0% | -48.5% | 0.010% | |
12/10/2024 | Garden State Investment Advisory Services LLC | 20,615 | $432K | 0.1% | +29.8% | 0.003% | |
11/27/2024 | Franklin Resources Inc. | 650,163 | $13.90M | 0.0% | +24.3% | 0.101% | |
11/25/2024 | Tidal Investments LLC | 63,385 | $1.33M | 0.0% | +6.2% | 0.010% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 61,609 | $1.29M | 0.0% | +382.8% | 0.010% | |
11/25/2024 | Sfmg LLC | 439,503 | $9.20M | 0.7% | +4.3% | 0.068% | |
11/25/2024 | World Investment Advisors LLC | 12,033 | $252K | 0.0% | N/A | 0.002% | |
11/25/2024 | Sanctuary Advisors LLC | 178,153 | $3.92M | 0.0% | +9.6% | 0.028% | |
11/22/2024 | Sculati Wealth Management LLC | 115,744 | $2.41M | 1.0% | +1.0% | 0.018% | |
11/19/2024 | TCW Group Inc. | 714,971 | $14.97M | 0.1% | +7.6% | 0.111% | |
11/18/2024 | Arete Wealth Advisors LLC | 26,846 | $562K | 0.0% | -29.2% | 0.004% | |
11/18/2024 | Sunbelt Securities Inc. | 60,464 | $1.27M | 0.1% | +3.2% | 0.009% | |
11/15/2024 | Barclays PLC | 124,728 | $2.61M | 0.0% | -50.7% | 0.019% | |
11/15/2024 | Nomura Asset Management Co. Ltd. | 1,531,444 | $32.07M | 0.1% | +2.6% | 0.237% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 72,958 | $1.53M | 0.1% | N/A | 0.011% | |
11/15/2024 | MML Investors Services LLC | 73,741 | $1.54M | 0.0% | +10.9% | 0.011% | |
11/15/2024 | Northeast Financial Consultants Inc | 613,270 | $12.84M | 0.6% | +3.5% | 0.095% | |
11/15/2024 | Orion Portfolio Solutions LLC | 195,218 | $4.09M | 0.1% | -2.0% | 0.030% | |
11/15/2024 | XTX Topco Ltd | 27,484 | $576K | 0.0% | N/A | 0.004% | |
11/15/2024 | National Bank of Canada FI | 56,552 | $1.18M | 0.0% | -4.8% | 0.009% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 187,081 | $3.81M | 0.0% | +39.8% | 0.029% | |
11/15/2024 | Stifel Financial Corp | 2,187,083 | $45.80M | 0.0% | +2.2% | 0.339% | |
11/15/2024 | Quantinno Capital Management LP | 11,291 | $236K | 0.0% | +10.6% | 0.002% | |
11/15/2024 | Quarry LP | 3,180 | $67K | 0.0% | N/A | 0.000% | |
11/15/2024 | IHT Wealth Management LLC | 143,035 | $2.99M | 0.1% | +3.7% | 0.022% | |
11/15/2024 | Integrated Wealth Concepts LLC | 34,599 | $725K | 0.0% | +13.3% | 0.005% | |
11/15/2024 | HighTower Advisors LLC | 942,179 | $19.74M | 0.0% | +14.8% | 0.146% | |
11/15/2024 | Hilltop Holdings Inc. | 30,056 | $629K | 0.0% | +34.6% | 0.005% | |
Please take this warning seriously... (Ad) I’m here to issue a stark warning to you about an unexpected $2 trillion shock that could impact every trader in the country – in the next 30 days.
In fact, I believe it could begin as soon as January 29th…
Meaning you don’t have much time to prepare. Click here like your financial health depends on it. |
11/15/2024 | Garden State Investment Advisory Services LLC | 20,615 | $432K | 0.1% | +29.8% | 0.003% | |
11/15/2024 | Ascent Group LLC | 44,675 | $935K | 0.1% | -15.1% | 0.007% | |
11/15/2024 | Beacon Investment Advisory Services Inc. | 26,661 | $558K | 0.0% | -9.0% | 0.004% | |
11/15/2024 | Benjamin Edwards Inc. | 26,968 | $565K | 0.0% | +61.0% | 0.004% | |
11/15/2024 | Erste Asset Management GmbH | 31,500 | $651K | 0.0% | N/A | 0.005% | |
11/14/2024 | Tradition Wealth Management LLC | 18,163 | $380K | 0.0% | -7.8% | 0.003% | |
11/14/2024 | Progeny 3 Inc. | 2,080,208 | $43.56M | 3.7% | +4.9% | 0.322% | |
11/14/2024 | Verition Fund Management LLC | 73,878 | $1.55M | 0.0% | N/A | 0.011% | |
11/14/2024 | Captrust Financial Advisors | 195,615 | $4.10M | 0.0% | -4.6% | 0.030% | |
11/14/2024 | Atlantic Union Bankshares Corp | 88,783 | $1.86M | 0.1% | -7.1% | 0.014% | |