11/4/2024 | Tyler Stone Wealth Management | 3,072 | $213K | 0.0% | +122.4% | 0.023% | |
11/1/2024 | Objective Capital Management LLC | 3,750 | $260K | 0.2% | N/A | 0.029% | |
10/31/2024 | Cozad Asset Management Inc. | 2,900 | $201K | 0.0% | -12.0% | 0.022% | |
10/28/2024 | Focus Financial Network Inc. | 7,054 | $489K | 0.0% | +3.3% | 0.054% | |
10/25/2024 | Voisard Asset Management Group Inc. | 1,619 | $112K | 0.0% | N/A | 0.012% | |
10/25/2024 | Financial Advocates Investment Management | 3,701 | $257K | 0.0% | +13.5% | 0.028% | |
|
10/24/2024 | MCF Advisors LLC | 18,122 | $1.26M | 0.1% | -2.5% | 0.138% | |
10/24/2024 | First Bank & Trust | 89,562 | $6.22M | 1.2% | +12.3% | 0.684% | |
10/24/2024 | PFG Investments LLC | 5,909 | $410K | 0.0% | +62.7% | 0.045% | |
10/23/2024 | Allworth Financial LP | 44,875 | $3.11M | 0.0% | -3.3% | 0.343% | |
10/23/2024 | Country Club Bank | 93,065 | $6.42M | 0.4% | -3.1% | 0.711% | |
10/23/2024 | CENTRAL TRUST Co | 616,487 | $42.78M | 1.0% | -0.2% | 4.710% | |
10/21/2024 | Foundations Investment Advisors LLC | 13,649 | $947K | 0.0% | +17.8% | 0.104% | |
10/21/2024 | Venture Visionary Partners LLC | 10,248 | $711K | 0.0% | -24.0% | 0.078% | |
10/21/2024 | Asset Planning Corporation | 3,000 | $208K | 0.1% | N/A | 0.023% | |
10/21/2024 | MBE Wealth Management LLC | 5,095 | $354K | 0.2% | +3.0% | 0.039% | |
10/21/2024 | Koss Olinger Consulting LLC | 38,298 | $2.66M | 0.2% | -15.1% | 0.293% | |
10/19/2024 | McClarren Financial Advisors Inc. | 9,249 | $642K | 0.3% | +2,259.4% | 0.071% | |
10/16/2024 | Alliance Wealth Advisors LLC | 2,946 | $204K | 0.1% | N/A | 0.023% | |
10/16/2024 | Firethorn Wealth Partners LLC | 6,842 | $475K | 0.2% | -21.1% | 0.052% | |
10/11/2024 | Creative Planning | 27,808 | $1.93M | 0.0% | +15.8% | 0.212% | |
10/8/2024 | CWM LLC | 116,823 | $8.11M | 0.0% | +2.2% | 0.892% | |
10/5/2024 | Corrigan Financial Inc. | 37,279 | $2.59M | 0.6% | -0.7% | 0.286% | |
8/27/2024 | Dana Investment Advisors Inc. | 4,788 | $313K | 0.0% | +14.9% | 0.036% | |
8/21/2024 | Truist Financial Corp | 207,382 | $13.56M | 0.0% | +119.3% | 1.538% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 20,848 | $1.36M | 0.0% | +7.1% | 0.155% | |
8/16/2024 | Creative Planning | 24,024 | $1.57M | 0.0% | -2.4% | 0.178% | |
8/14/2024 | Bank of Montreal Can | 78,333 | $5.17M | 0.0% | -2.5% | 0.581% | |
8/13/2024 | Thrivent Financial for Lutherans | 11,005 | $720K | 0.0% | -6.7% | 0.082% | |
8/13/2024 | Sei Investments Co. | 58,002 | $3.79M | 0.0% | -2.1% | 0.430% | |
8/13/2024 | Bridges Investment Management Inc. | 3,779 | $247K | 0.0% | N/A | 0.028% | |
8/13/2024 | Joseph Group Capital Management | 3,897 | $255K | 0.1% | -28.4% | 0.029% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 16,012 | $1.05M | 0.0% | -16.0% | 0.119% | |
8/8/2024 | Envestnet Asset Management Inc. | 57,050 | $3.73M | 0.0% | -5.1% | 0.423% | |
8/8/2024 | HHM Wealth Advisors LLC | 4,561 | $298K | 0.0% | +7.6% | 0.034% | |
8/7/2024 | Clifford Swan Investment Counsel LLC | 41,030 | $2.68M | 0.1% | -0.4% | 0.304% | |
8/7/2024 | PFG Investments LLC | 3,631 | $237K | 0.0% | N/A | 0.027% | |
8/6/2024 | Fund Evaluation Group LLC | 397,928 | $26.02M | 1.6% | +2.8% | 2.952% | |
8/6/2024 | Koss Olinger Consulting LLC | 45,093 | $2.95M | 0.3% | N/A | 0.335% | |
8/6/2024 | Advisor OS LLC | 18,914 | $1.24M | 0.1% | +1.1% | 0.140% | |
Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction (Ad) Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs…
A predicted Trump would win.
You won’t believe what he’s predicting now. Click here to see it because it’s a SHOCKER… |
8/5/2024 | MCF Advisors LLC | 18,591 | $1.22M | 0.1% | -2.6% | 0.138% | |
8/3/2024 | Nottingham Advisors Inc. | 12,096 | $791K | 0.1% | -5.1% | 0.090% | |
8/2/2024 | Foundations Investment Advisors LLC | 11,588 | $758K | 0.0% | N/A | 0.086% | |
8/2/2024 | Cozad Asset Management Inc. | 3,295 | $215K | 0.0% | -9.0% | 0.025% | |
7/31/2024 | Commonwealth Equity Services LLC | 29,978 | $1.96M | 0.0% | +8.6% | 0.224% | |
7/29/2024 | UMB Bank n.a. | 5,424 | $355K | 0.0% | +69.5% | 0.040% | |
7/29/2024 | Smith Chas P & Associates PA Cpas | 12,400 | $811K | 0.0% | -10.8% | 0.092% | |
7/26/2024 | McClarren Financial Advisors Inc. | 392 | $26K | 0.0% | -96.7% | 0.003% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 28,283 | $1.85M | 0.0% | +34.2% | 0.211% | |
7/26/2024 | Shaker Investments LLC OH | 3,060 | $200K | 0.1% | N/A | 0.023% | |
7/22/2024 | Fifth Third Bancorp | 58,215 | $3.81M | 0.0% | -0.6% | 0.435% | |
7/19/2024 | Oakworth Capital Inc. | 12,257 | $802K | 0.1% | +12.2% | 0.092% | |
7/17/2024 | Human Investing LLC | 7,683 | $502K | 0.1% | -4.5% | 0.057% | |
7/17/2024 | FinDec Wealth Services Inc. | 3,847 | $252K | 0.2% | -10.7% | 0.029% | |
7/17/2024 | Country Club Bank | 96,015 | $6.31M | 0.4% | -5.7% | 0.718% | |
7/16/2024 | Bremer Bank National Association | 39,916 | $2.61M | 0.5% | +0.5% | 0.299% | |
7/13/2024 | Pioneer Wealth Management Group | 3,479 | $227K | 0.1% | N/A | 0.026% | |
7/10/2024 | CWM LLC | 114,301 | $7.48M | 0.0% | +6.4% | 0.853% | |
7/9/2024 | Lynx Investment Advisory | 1,059 | $69K | 0.1% | N/A | 0.008% | |
5/17/2024 | Comerica Bank | 41,352 | $2.63M | 0.0% | +0.4% | 0.313% | |
5/11/2024 | Jacobi Capital Management LLC | 5,000 | $318K | 0.0% | N/A | 0.038% | |
5/11/2024 | Hirtle Callaghan & Co LLC | 102,033 | $6.49M | 0.3% | -63.9% | 0.773% | |
5/9/2024 | Koshinski Asset Management Inc. | 5,441 | $346K | 0.0% | N/A | 0.041% | |
5/7/2024 | Choate Investment Advisors | 18,715 | $1.19M | 0.0% | -5.2% | 0.142% | |
5/7/2024 | Sei Investments Co. | 59,243 | $3.77M | 0.0% | -16.2% | 0.449% | |
5/3/2024 | Commerce Bank | 89,515 | $5.70M | 0.0% | +0.6% | 0.678% | |
5/2/2024 | Haverford Trust Co | 63,033 | $4.01M | 0.0% | +48.6% | 0.478% | |
4/26/2024 | Northwest Bancshares Inc. | 47,390 | $3.02M | 0.5% | +7.4% | 0.360% | |
4/25/2024 | Human Investing LLC | 8,045 | $512K | 0.1% | -4.4% | 0.061% | |
4/25/2024 | BCM Advisors LLC | 246,163 | $15.10M | 3.8% | +0.2% | 1.868% | |
4/24/2024 | CENTRAL TRUST Co | 652,874 | $41.55M | 1.0% | +0.5% | 4.954% | |
4/23/2024 | Gradient Investments LLC | 14,876 | $947K | 0.0% | -8.9% | 0.113% | |
4/23/2024 | Fifth Third Bancorp | 58,586 | $3.73M | 0.0% | -4.4% | 0.445% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 21,485 | $1.37M | 0.0% | -51.5% | 0.163% | |
4/22/2024 | Corrigan Financial Inc. | 37,544 | $2.39M | 0.6% | -6.9% | 0.285% | |
4/22/2024 | Oakworth Capital Inc. | 10,922 | $695K | 0.1% | +36.8% | 0.083% | |
4/18/2024 | WESPAC Advisors SoCal LLC | 11,862 | $755K | 0.2% | -6.7% | 0.090% | |
4/17/2024 | First Bank & Trust | 79,722 | $5.07M | 1.0% | -35.3% | 0.605% | |
4/16/2024 | MCF Advisors LLC | 19,091 | $1.22M | 0.1% | -2.0% | 0.145% | |
4/15/2024 | Janiczek Wealth Management LLC | 60,717 | $3.86M | 0.8% | +8.9% | 0.461% | |
4/11/2024 | MJP Associates Inc. ADV | 6,135 | $390K | 0.1% | +3.7% | 0.047% | |
4/11/2024 | RFG Advisory LLC | 6,335 | $403K | 0.0% | -4.8% | 0.048% | |
4/9/2024 | Montecito Bank & Trust | 6,765 | $431K | 0.1% | +9.3% | 0.051% | |
3/7/2024 | Objective Capital Management LLC | 3,750 | $217K | 0.2% | N/A | 0.028% | |
3/1/2024 | Pineridge Advisors LLC | 664 | $39K | 0.0% | N/A | 0.005% | |
2/20/2024 | Polen Capital Management LLC | 5,388 | $312K | 0.0% | -22.0% | 0.041% | |
2/13/2024 | Hirtle Callaghan & Co LLC | 282,367 | $16.37M | 0.7% | -10.3% | 2.146% | |
2/13/2024 | Polen Capital Management LLC | 5,388 | $312K | 0.0% | -22.0% | 0.041% | |
2/12/2024 | Focus Financial Network Inc. ADV | 8,329 | $486K | 0.0% | N/A | 0.063% | |
2/9/2024 | Commerce Bank | 88,975 | $5.16M | 0.0% | +0.8% | 0.676% | |
Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction (Ad) Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs…
A predicted Trump would win.
You won’t believe what he’s predicting now. Click here to see it because it’s a SHOCKER… |
2/9/2024 | Wells Fargo & Company MN | 147,541 | $8.56M | 0.0% | +1.2% | 1.121% | |
2/8/2024 | Haverford Trust Co | 42,428 | $2.46M | 0.0% | +57.0% | 0.322% | |
2/8/2024 | Advisor OS LLC | 21,131 | $1.23M | 0.2% | +26.2% | 0.161% | |
2/7/2024 | Principal Securities Inc. | 795 | $46K | 0.0% | N/A | 0.006% | |
2/7/2024 | FinDec Wealth Services Inc. | 4,816 | $279K | 0.2% | N/A | 0.037% | |
2/6/2024 | Private Advisor Group LLC | 5,979 | $347K | 0.0% | -17.2% | 0.045% | |
2/6/2024 | GUNN & Co INVESTMENT MANAGEMENT INC. | 13,900 | $806K | 0.1% | N/A | 0.106% | |
2/6/2024 | Clifford Swan Investment Counsel LLC | 41,195 | $2.39M | 0.1% | -1.1% | 0.313% | |
2/5/2024 | Savant Capital LLC | 42,904 | $2.49M | 0.0% | +2.1% | 0.326% | |
2/5/2024 | Firestone Capital Management | 5,682 | $330K | 0.1% | +3.8% | 0.043% | |