11/25/2024 | Sanctuary Advisors LLC | 61,343 | $4.70M | 0.0% | +29.2% | 0.449% | |
11/15/2024 | Drucker Wealth 3.0 LLC | 133,986 | $10.63M | 2.6% | -8.5% | 0.981% | |
11/15/2024 | MML Investors Services LLC | 277,852 | $22.03M | 0.1% | +1.2% | 2.034% | |
11/15/2024 | National Bank of Canada FI | 20,266 | $1.61M | 0.0% | +2.9% | 0.148% | |
11/15/2024 | Raine Group LLC | 61,800 | $4.90M | 31.9% | N/A | 0.452% | |
11/15/2024 | Hilltop Holdings Inc. | 5,522 | $438K | 0.0% | N/A | 0.040% | |
|
11/14/2024 | Semmax Financial Advisors Inc. | 19,124 | $1.47M | 0.4% | +9.0% | 0.140% | |
11/14/2024 | BNP Paribas | 9,745 | $773K | 0.0% | -2.4% | 0.071% | |
11/13/2024 | Townsquare Capital LLC | 133,986 | $10.63M | 0.1% | -8.5% | 0.981% | |
11/13/2024 | Loomis Sayles & Co. L P | 79,870 | $6.33M | 0.0% | +26.1% | 0.585% | |
11/8/2024 | King Luther Capital Management Corp | 89,048 | $7.06M | 0.0% | -3.1% | 0.652% | |
11/6/2024 | Mill Creek Capital Advisors LLC | 912,675 | $72.38M | 1.7% | +0.8% | 6.681% | |
11/5/2024 | Savvy Advisors Inc. | 9,762 | $774K | 0.2% | +21.9% | 0.071% | |
11/5/2024 | Harbour Investments Inc. | 12,946 | $1.03M | 0.0% | +4.7% | 0.095% | |
11/4/2024 | Addison Advisors LLC | 4,212 | $334K | 0.1% | N/A | 0.031% | |
11/4/2024 | GDS Wealth Management | 70,170 | $5.56M | 0.5% | -32.5% | 0.514% | |
11/4/2024 | Axxcess Wealth Management LLC | 711,694 | $56.44M | 1.4% | +2.4% | 5.210% | |
10/28/2024 | Sensible Financial Planning & Management LLC. | 130,636 | $10.36M | 2.0% | -0.3% | 0.956% | |
10/24/2024 | PFG Investments LLC | 10,243 | $812K | 0.1% | N/A | 0.075% | |
10/23/2024 | Lake Street Advisors Group LLC | 20,225 | $1.60M | 0.1% | +6.0% | 0.148% | |
10/22/2024 | Private Advisor Group LLC | 16,603 | $1.32M | 0.0% | +8.4% | 0.122% | |
10/18/2024 | Seamount Financial Group Inc. | 4,107 | $326K | 0.2% | -7.3% | 0.030% | |
10/16/2024 | Bfsg LLC | 26,965 | $2.14M | 0.2% | +1.1% | 0.197% | |
10/11/2024 | Creative Planning | 6,719 | $533K | 0.0% | -5.2% | 0.049% | |
10/9/2024 | Wedmont Private Capital | 809,524 | $63.21M | 3.6% | +11.1% | 5.926% | |
10/8/2024 | Mather Group LLC. | 3,883 | $308K | 0.0% | -9.0% | 0.028% | |
9/5/2024 | Sanctuary Advisors LLC | 47,494 | $3.54M | 0.0% | N/A | 0.360% | |
8/22/2024 | Cetera Investment Advisers | 88,619 | $6.71M | 0.0% | +0.9% | 0.672% | |
8/21/2024 | Truist Financial Corp | 17,201 | $1.30M | 0.0% | +98.9% | 0.131% | |
8/16/2024 | Creative Planning | 7,086 | $536K | 0.0% | -12.4% | 0.054% | |
8/15/2024 | Drucker Wealth 3.0 LLC | 146,413 | $11.08M | 2.9% | N/A | 1.111% | |
8/14/2024 | Semmax Financial Advisors Inc. | 17,542 | $1.37M | 0.4% | +7.7% | 0.133% | |
8/14/2024 | Mill Creek Capital Advisors LLC | 905,831 | $68.57M | 1.7% | +2.1% | 6.873% | |
8/13/2024 | AE Wealth Management LLC | 6,185 | $468K | 0.0% | -71.7% | 0.047% | |
8/13/2024 | King Luther Capital Management Corp | 91,914 | $6.96M | 0.0% | -2.0% | 0.697% | |
8/10/2024 | Axxcess Wealth Management LLC | 694,788 | $52.60M | 1.4% | +0.8% | 5.272% | |
8/9/2024 | GDS Wealth Management | 104,019 | $7.87M | 0.9% | -52.3% | 0.789% | |
8/9/2024 | Breakwater Investment Management | 2,464 | $187K | 0.1% | N/A | 0.019% | |
8/8/2024 | Envestnet Asset Management Inc. | 213,348 | $16.15M | 0.0% | -5.8% | 1.619% | |
8/5/2024 | Private Advisor Group LLC | 15,314 | $1.16M | 0.0% | -3.1% | 0.116% | |
Do this Before Elon’s Reveal on January 22nd (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. |
8/3/2024 | National Bank of Canada FI | 19,700 | $1.48M | 0.0% | +20.3% | 0.149% | |
8/2/2024 | Archer Investment Corp | 1,330 | $101K | 0.0% | -16.7% | 0.010% | |
8/1/2024 | Claro Advisors LLC | 6,309 | $478K | 0.1% | N/A | 0.048% | |
7/31/2024 | Investment Advisory Group LLC | 4,339 | $328K | 0.1% | +13.0% | 0.033% | |
7/31/2024 | Commonwealth Equity Services LLC | 3,215 | $243K | 0.0% | +21.9% | 0.024% | |
7/30/2024 | International Assets Investment Management LLC | 410 | $31K | 0.0% | N/A | 0.003% | |
7/29/2024 | Bfsg LLC | 26,670 | $2.02M | 0.3% | +1.8% | 0.202% | |
7/29/2024 | Ridgewood Investments LLC | 500 | $38K | 0.0% | N/A | 0.004% | |
7/26/2024 | Harbour Investments Inc. | 12,363 | $936K | 0.0% | +7.6% | 0.094% | |
7/22/2024 | Atria Wealth Solutions Inc. | 46,614 | $3.53M | 0.0% | +5.9% | 0.354% | |
7/19/2024 | Sensible Financial Planning & Management LLC. | 131,080 | $9.92M | 2.1% | +3.1% | 0.995% | |
7/18/2024 | Mayport LLC | 3,765 | $285K | 0.1% | -15.4% | 0.029% | |
7/17/2024 | Strid Group LLC | 3,946 | $299K | 0.0% | N/A | 0.030% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 101,517 | $7.69M | 0.0% | +5.8% | 0.770% | |
7/16/2024 | Wedmont Private Capital | 728,836 | $56.01M | 3.4% | +12.6% | 5.530% | |
7/15/2024 | RFG Advisory LLC | 11,125 | $842K | 0.0% | +45.9% | 0.084% | |
7/9/2024 | Mather Group LLC. | 4,269 | $327K | 0.0% | -5.6% | 0.032% | |
5/24/2024 | Cetera Advisors LLC | 5,907 | $453K | 0.0% | N/A | 0.046% | |
5/24/2024 | Cetera Investment Advisers | 87,844 | $6.73M | 0.0% | +68.6% | 0.686% | |
5/21/2024 | Nepc LLC | 1,759,073 | $134.78M | 4.6% | +66.7% | 13.743% | |
5/17/2024 | Semmax Financial Advisors Inc. | 16,289 | $1.23M | 0.4% | +7.1% | 0.127% | |
5/16/2024 | Jane Street Group LLC | 63,185 | $4.84M | 0.0% | +225.5% | 0.494% | |
5/14/2024 | Axxcess Wealth Management LLC | 688,971 | $52.79M | 1.4% | +2.8% | 5.383% | |
5/14/2024 | Sax Wealth Advisors LLC | 6,519 | $499K | 0.1% | -2.1% | 0.051% | |
5/8/2024 | Winthrop Capital Management LLC | 1,799 | $138K | 0.1% | -41.4% | 0.014% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 95,975 | $7.35M | 0.0% | -54.1% | 0.750% | |
5/6/2024 | Sensible Financial Planning & Management LLC. | 127,200 | $9.75M | 2.2% | +30.9% | 0.994% | |
5/4/2024 | Richardson Financial Services Inc. | 1,491 | $114K | 0.1% | N/A | 0.012% | |
5/2/2024 | BNP Paribas | 8,386 | $643K | 0.0% | N/A | 0.066% | |
4/30/2024 | Private Advisor Group LLC | 15,809 | $1.21M | 0.0% | -7.8% | 0.124% | |
4/30/2024 | Perigon Wealth Management LLC | 23,282 | $1.78M | 0.1% | +3.6% | 0.182% | |
4/29/2024 | RWA Wealth Partners LLC | 66,195 | $5.07M | 0.1% | -12.2% | 0.517% | |
4/24/2024 | GDS Wealth Management | 218,223 | $16.72M | 2.0% | -39.6% | 1.705% | |
4/23/2024 | Bfsg LLC | 26,207 | $2.01M | 0.3% | +12.8% | 0.205% | |
4/22/2024 | Bay Harbor Wealth Management LLC | 401 | $31K | 0.0% | N/A | 0.003% | |
4/22/2024 | Altfest L J & Co. Inc. | 4,633 | $355K | 0.1% | +8.3% | 0.036% | |
4/19/2024 | Kovack Advisors Inc. | 3,918 | $300K | 0.0% | -24.2% | 0.031% | |
4/19/2024 | Redmont Wealth Advisors LLC | 745 | $57K | 0.1% | N/A | 0.006% | |
4/16/2024 | OneAscent Wealth Management LLC | 4,254 | $326K | 0.1% | -4.6% | 0.033% | |
4/16/2024 | Capital Asset Advisory Services LLC | 692,307 | $52.32M | 3.0% | +3.0% | 5.409% | |
4/11/2024 | RFG Advisory LLC | 7,626 | $584K | 0.0% | N/A | 0.060% | |
4/10/2024 | Wedmont Private Capital | 647,449 | $49.12M | 3.6% | +7.9% | 5.058% | |
2/20/2024 | Nepc LLC | 1,055,435 | $81.79M | 4.5% | N/A | 9.013% | |
2/13/2024 | Lake Street Advisors Group LLC | 19,076 | $1.48M | 0.1% | N/A | 0.163% | |
2/13/2024 | Pinnacle Financial Group LLC IL | 4,835 | $375K | 0.2% | N/A | 0.041% | |
2/9/2024 | King Luther Capital Management Corp | 94,161 | $7.30M | 0.0% | +1.7% | 0.804% | |
2/9/2024 | Corient Private Wealth LLC | 59,995 | $4.65M | 0.0% | +0.7% | 0.512% | |
2/9/2024 | UBS Group AG | 115,087 | $8.92M | 0.0% | +61.7% | 0.983% | |
2/8/2024 | Independent Advisor Alliance | 26,688 | $2.00M | 0.1% | +100.0% | 0.228% | |
2/8/2024 | Financial Advocates Investment Management | 168,586 | $13.06M | 0.8% | +850.5% | 1.440% | |
Do this Before Elon’s Reveal on January 22nd (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. |
2/7/2024 | Checchi Capital Advisers LLC | 2,830 | $219K | 0.0% | N/A | 0.024% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 209,305 | $16.22M | 0.1% | +1.6% | 1.787% | |
2/7/2024 | GDS Wealth Management | 361,018 | $27.98M | 3.8% | +6.8% | 3.083% | |
2/6/2024 | Private Advisor Group LLC | 17,146 | $1.33M | 0.0% | -4.8% | 0.146% | |
2/6/2024 | Axxcess Wealth Management LLC | 669,999 | $51.92M | 1.5% | -1.7% | 5.722% | |
2/5/2024 | Kestra Private Wealth Services LLC | 24,175 | $1.87M | 0.0% | +1.2% | 0.206% | |
2/5/2024 | Mather Group LLC. | 4,520 | $350K | 0.0% | +26.9% | 0.039% | |
2/2/2024 | Truist Financial Corp | 4,646 | $360K | 0.0% | N/A | 0.040% | |
2/2/2024 | Kovack Advisors Inc. | 5,168 | $400K | 0.0% | -13.3% | 0.044% | |
2/2/2024 | Atria Wealth Solutions Inc. | 41,254 | $3.20M | 0.0% | +2.3% | 0.352% | |