11/4/2024 | 1900 Wealth Management LLC | 4,302 | $848K | 0.1% | +17.2% | 0.087% | |
11/4/2024 | Sigma Planning Corp | 1,013 | $210K | 0.0% | N/A | 0.021% | |
11/1/2024 | Assetmark Inc. | 124,659 | $25.84M | 0.1% | 0.0% | 2.534% | |
10/31/2024 | Concurrent Investment Advisors LLC | 11,361 | $2.35M | 0.1% | +90.8% | 0.231% | |
10/30/2024 | First Citizens Asset Management Inc. | 2,538 | $526K | 0.2% | -6.0% | 0.052% | |
10/29/2024 | Centennial Bank AR | 558 | $116K | 0.1% | N/A | 0.011% | |
|
10/29/2024 | Janney Montgomery Scott LLC | 6,653 | $1.38M | 0.0% | +5.1% | 0.135% | |
10/29/2024 | Chicago Partners Investment Group LLC | 2,978 | $614K | 0.0% | +1.7% | 0.061% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 7,893 | $1.64M | 0.1% | -4.5% | 0.160% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 139 | $29K | 0.0% | -40.6% | 0.003% | |
10/28/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 11,305 | $2.34M | 0.1% | -9.2% | 0.230% | |
10/24/2024 | IVC Wealth Advisors LLC | 14,404 | $2.99M | 1.6% | +5.0% | 0.293% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 1,983 | $411K | 0.0% | +19.0% | 0.040% | |
10/23/2024 | Allworth Financial LP | 584 | $121K | 0.0% | -9.3% | 0.012% | |
10/23/2024 | Grey Fox Wealth Advisors LLC | 5,703 | $1.18M | 0.3% | +49.3% | 0.116% | |
10/22/2024 | Sterling Financial Group Inc. | 1,025 | $212K | 0.1% | N/A | 0.021% | |
10/22/2024 | Waldron Private Wealth LLC | 2,787 | $578K | 0.0% | -4.4% | 0.057% | |
10/19/2024 | Compass Ion Advisors LLC | 1,281 | $265K | 0.0% | -28.4% | 0.026% | |
10/18/2024 | WestHill Financial Advisors Inc. | 39,482 | $8.18M | 1.8% | +2.0% | 0.802% | |
10/18/2024 | Raymond James & Associates | 13,742 | $2.85M | 0.0% | +3.9% | 0.279% | |
10/16/2024 | Riversedge Advisors LLC | 25,421 | $5.27M | 1.2% | -0.8% | 0.517% | |
10/11/2024 | Creative Planning | 8,515 | $1.77M | 0.0% | +6.2% | 0.173% | |
10/11/2024 | High Net Worth Advisory Group LLC | 1,000 | $207K | 0.1% | N/A | 0.020% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 1,610 | $334K | 0.0% | N/A | 0.033% | |
10/8/2024 | CWM LLC | 16,800 | $3.48M | 0.0% | +4.6% | 0.341% | |
10/8/2024 | Mather Group LLC. | 3,960 | $821K | 0.0% | -13.7% | 0.080% | |
8/22/2024 | Cetera Investment Advisers | 135,709 | $25.93M | 0.1% | +4.4% | 2.887% | |
8/21/2024 | Truist Financial Corp | 15,285 | $2.92M | 0.0% | +5.3% | 0.325% | |
8/16/2024 | Creative Planning | 8,019 | $1.53M | 0.0% | -3.6% | 0.171% | |
8/16/2024 | Susquehanna International Group LLP | 17,138 | $3.27M | 0.0% | +60.9% | 0.365% | |
8/16/2024 | MidWestOne Financial Group Inc. | 2,757 | $527K | 0.1% | +8.1% | 0.059% | |
8/13/2024 | Westwood Holdings Group Inc. | 359,721 | $68.73M | 0.3% | +2.6% | 7.654% | |
8/12/2024 | LJI Wealth Management LLC | 59,489 | $11.37M | 2.5% | N/A | 1.266% | |
8/12/2024 | Carolinas Wealth Consulting LLC | 3,543 | $678K | 0.1% | -6.4% | 0.075% | |
8/9/2024 | Tennessee Valley Asset Management Partners | 3,274 | $625K | 0.1% | N/A | 0.070% | |
8/8/2024 | American Financial & Tax Strategies Inc. | 4,602 | $879K | 0.5% | -1.2% | 0.098% | |
8/8/2024 | Envestnet Asset Management Inc. | 36,668 | $7.01M | 0.0% | -4.2% | 0.780% | |
8/8/2024 | Oppenheimer Asset Management Inc. | 7,505 | $1.43M | 0.0% | +10.4% | 0.160% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 290 | $55K | 0.0% | N/A | 0.006% | |
8/6/2024 | Savant Capital LLC | 12,051 | $2.30M | 0.0% | -1.9% | 0.256% | |
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 | Parkside Financial Bank & Trust | 5,488 | $1.05M | 0.2% | +24.4% | 0.117% | |
8/2/2024 | Allegheny Financial Group LTD | 15,081 | $2.88M | 0.8% | +24.9% | 0.321% | |
8/1/2024 | Chilton Capital Management LLC | 137 | $26K | 0.0% | N/A | 0.003% | |
8/1/2024 | Waldron Private Wealth LLC | 2,915 | $558K | 0.0% | -12.1% | 0.062% | |
7/31/2024 | Commonwealth Equity Services LLC | 11,339 | $2.17M | 0.0% | +4.4% | 0.241% | |
7/31/2024 | Concurrent Investment Advisors LLC | 5,954 | $1.14M | 0.0% | -7.3% | 0.127% | |
7/30/2024 | Wolf Group Capital Advisors | 4,277 | $817K | 0.3% | -8.1% | 0.091% | |
7/29/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 12,450 | $2.38M | 0.1% | -8.5% | 0.265% | |
7/27/2024 | Riversedge Advisors LLC | 25,622 | $4.90M | 1.2% | -4.9% | 0.545% | |
7/26/2024 | 1900 Wealth Management LLC | 3,671 | $701K | 0.1% | -14.7% | 0.078% | |
7/26/2024 | Bank of New York Mellon Corp | 1,498 | $286K | 0.0% | +4.0% | 0.032% | |
7/25/2024 | Institute for Wealth Management LLC. | 1,388 | $265K | 0.0% | N/A | 0.030% | |
7/19/2024 | Raymond James & Associates | 13,221 | $2.53M | 0.0% | +4.0% | 0.281% | |
7/17/2024 | AdvisorNet Financial Inc | 10,909 | $2.08M | 0.2% | +16.4% | 0.232% | |
7/16/2024 | ORG Partners LLC | 819 | $156K | 0.0% | N/A | 0.017% | |
7/15/2024 | Fifth Third Securities Inc. | 15,475 | $2.96M | 0.3% | -2.1% | 0.329% | |
7/10/2024 | CWM LLC | 16,066 | $3.07M | 0.0% | +8.1% | 0.342% | |
7/9/2024 | Mather Group LLC. | 4,586 | $904K | 0.0% | +6.0% | 0.098% | |
5/24/2024 | Cetera Advisors LLC | 117,459 | $23.15M | 0.2% | +4,461.5% | 2.473% | |
5/24/2024 | Cetera Investment Advisers | 130,023 | $25.63M | 0.1% | +15.8% | 2.737% | |
5/17/2024 | First Citizens Asset Management Inc. | 2,720 | $536K | 0.2% | -4.6% | 0.057% | |
5/17/2024 | Comerica Bank | 3,871 | $763K | 0.0% | -22.0% | 0.081% | |
5/16/2024 | Silvercrest Asset Management Group LLC | 54,522 | $10.75M | 0.1% | -0.7% | 1.148% | |
5/14/2024 | Westwood Holdings Group Inc. | 350,763 | $69.14M | 0.5% | +3.6% | 7.384% | |
5/14/2024 | CreativeOne Wealth LLC | 1,102 | $217K | 0.0% | N/A | 0.023% | |
5/11/2024 | Hirtle Callaghan & Co LLC | 2,324 | $458K | 0.0% | +10.7% | 0.049% | |
5/10/2024 | Osaic Holdings Inc. | 49,387 | $9.74M | 0.0% | -12.6% | 1.040% | |
5/9/2024 | SageView Advisory Group LLC | 6,547 | $1.29M | 0.1% | N/A | 0.138% | |
5/8/2024 | Roffman Miller Associates Inc. PA | 2,141 | $422K | 0.0% | -3.8% | 0.045% | |
5/7/2024 | Concurrent Investment Advisors LLC | 6,424 | $1.27M | 0.1% | N/A | 0.135% | |
5/7/2024 | Allegheny Financial Group LTD | 12,074 | $2.38M | 0.7% | -22.5% | 0.254% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 6,798 | $1.34M | 0.0% | -7.2% | 0.143% | |
5/7/2024 | Oppenheimer & Co. Inc. | 3,324 | $655K | 0.0% | +2.0% | 0.070% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 2,731 | $538K | 0.0% | -4.2% | 0.057% | |
5/3/2024 | Embree Financial Group | 1,538 | $303K | 0.1% | N/A | 0.032% | |
5/1/2024 | Janney Montgomery Scott LLC | 6,330 | $1.25M | 0.0% | -3.9% | 0.133% | |
4/30/2024 | Vance Wealth Inc. | 2,092 | $412K | 0.2% | -5.3% | 0.044% | |
4/30/2024 | Perigon Wealth Management LLC | 1,143 | $225K | 0.0% | N/A | 0.024% | |
4/29/2024 | Commonwealth Equity Services LLC | 10,861 | $2.14M | 0.0% | +2.8% | 0.229% | |
4/29/2024 | RWA Wealth Partners LLC | 13,440 | $2.65M | 0.0% | -1.0% | 0.283% | |
4/26/2024 | Crestone Asset Management LLC | 170,106 | $33.53M | 6.7% | +2.9% | 3.581% | |
4/26/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 13,600 | $2.68M | 0.2% | -10.9% | 0.286% | |
4/25/2024 | WestHill Financial Advisors Inc. | 38,698 | $7.63M | 1.9% | +3.0% | 0.815% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 20,913 | $4.12M | 0.0% | +2.7% | 0.440% | |
4/24/2024 | 1900 Wealth Management LLC | 4,302 | $848K | 0.1% | -21.8% | 0.091% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 21,656 | $4.27M | 0.0% | -2.1% | 0.456% | |
4/19/2024 | IVC Wealth Advisors LLC | 13,725 | $2.71M | 1.6% | +6.1% | 0.289% | |
4/18/2024 | Congress Wealth Management LLC DE | 56,141 | $11.07M | 0.2% | +0.2% | 1.182% | |
4/18/2024 | Fifth Third Securities Inc. | 15,813 | $3.12M | 0.3% | -2.0% | 0.333% | |
4/12/2024 | AdvisorNet Financial Inc | 9,370 | $1.85M | 0.2% | +14.0% | 0.197% | |
Rigged election? (Ad) Porter Stansberry’s viral Breaking Point 2024 broadcast has now been by tens of thousands of Americans who finally understand the grim reality of our next election.
With November 5 just around the corner, it’s imperative for your financial future that you read Porter’s message below now and then watch Breaking Point before it’s too late. Watch this video, it is being taken down Monday night |
4/11/2024 | Salem Investment Counselors Inc. | 424 | $84K | 0.0% | N/A | 0.009% | |
4/2/2024 | LBJ Family Wealth Advisors Ltd. | 4,565 | $900K | 0.6% | +2.8% | 0.098% | |
2/14/2024 | Westwood Holdings Group Inc. | 338,567 | $62.14M | 0.5% | +45.4% | 7.281% | |
2/13/2024 | Hirtle Callaghan & Co LLC | 2,100 | $385K | 0.0% | N/A | 0.045% | |
2/9/2024 | Congress Wealth Management LLC DE | 56,005 | $10.28M | 0.2% | +0.2% | 1.204% | |
2/9/2024 | Commerce Bank | 8,465 | $1.55M | 0.0% | +1.6% | 0.182% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 20,354 | $3.74M | 0.0% | N/A | 0.438% | |
2/9/2024 | Assetmark Inc. | 109,201 | $20.04M | 0.1% | -2.3% | 2.348% | |
2/9/2024 | Wells Fargo & Company MN | 52,219 | $9.59M | 0.0% | +3.8% | 1.123% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 11,652 | $2.14M | 0.1% | -17.7% | 0.251% | |