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% | |
8/3/2024 | National Bank of Canada FI | 19,700 | $1.48M | 0.0% | +20.3% | 0.149% | |
“This Changes Everything” - Trump Hands Millions Massive IRS Gift (Ad) Now it's your time to return the favor by taking advantage of this tax "revenge loophole."
Because even as we wait for Trump's agenda to kick in… >> YES! Send Me My FREE Gold Guide! |
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% | |
2/7/2024 | Checchi Capital Advisers LLC | 2,830 | $219K | 0.0% | N/A | 0.024% | |
“This Changes Everything” - Trump Hands Millions Massive IRS Gift (Ad) Now it's your time to return the favor by taking advantage of this tax "revenge loophole."
Because even as we wait for Trump's agenda to kick in… >> YES! Send Me My FREE Gold Guide! |
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% | |
2/2/2024 | Sensible Financial Planning & Management LLC. | 97,150 | $7.53M | 1.8% | +12.9% | 0.830% | |