11/2/2024 | 17 Capital Partners LLC | 4,439 | $378K | 0.2% | +31.6% | 0.022% | |
11/1/2024 | Atria Investments Inc | 10,840 | $923K | 0.0% | N/A | 0.053% | |
10/30/2024 | Crescent Grove Advisors LLC | 42,022 | $3.58M | 0.4% | -5.8% | 0.206% | |
10/29/2024 | Farther Finance Advisors LLC | 439 | $37K | 0.0% | -31.8% | 0.002% | |
10/28/2024 | EMC Capital Management | 357 | $30K | 0.0% | -92.8% | 0.002% | |
10/28/2024 | Stephens Inc. AR | 4,318 | $368K | 0.0% | -59.7% | 0.021% | |
|
10/25/2024 | Mutual Advisors LLC | 31,586 | $2.79M | 0.1% | -3.6% | 0.155% | |
10/24/2024 | Clear Harbor Asset Management LLC | 3,587 | $305K | 0.0% | +4.6% | 0.018% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 2,619 | $223K | 0.0% | -28.6% | 0.013% | |
10/23/2024 | Allworth Financial LP | 5,871 | $500K | 0.0% | +2.1% | 0.029% | |
10/23/2024 | Financial Guidance Group Inc. | 34,562 | $2.94M | 1.7% | -11.6% | 0.169% | |
10/22/2024 | Private Advisor Group LLC | 27,150 | $2.31M | 0.0% | -5.7% | 0.133% | |
10/22/2024 | Waldron Private Wealth LLC | 2,540 | $216K | 0.0% | N/A | 0.012% | |
10/21/2024 | Echo Wealth Management LLC | 2,586 | $221K | 0.2% | -18.5% | 0.013% | |
10/18/2024 | Raymond James & Associates | 28,847 | $2.46M | 0.0% | -26.8% | 0.141% | |
10/11/2024 | Paladin Wealth LLC | 600 | $51K | 0.0% | N/A | 0.003% | |
10/10/2024 | Priebe Wealth Holdings LLC | 149,901 | $12.76M | 9.3% | -0.9% | 0.735% | |
10/9/2024 | Strong Tower Advisory Services | 15,849 | $1.35M | 0.4% | -17.6% | 0.078% | |
10/8/2024 | CWM LLC | 41,242 | $3.51M | 0.0% | -9.1% | 0.202% | |
10/8/2024 | Brookstone Capital Management | 39,086 | $3.33M | 0.0% | -20.6% | 0.192% | |
10/8/2024 | Mattson Financial Services LLC | 16,310 | $1.27M | 0.4% | -1.6% | 0.080% | |
10/7/2024 | Smith Anglin Financial LLC | 19,383 | $1.65M | 0.2% | +1.2% | 0.095% | |
9/30/2024 | Mattson Financial Services LLC | 16,582 | $1.29M | 0.5% | N/A | 0.081% | |
9/23/2024 | Centaurus Financial Inc. | 2,050 | $160K | 0.0% | -43.0% | 0.010% | |
9/16/2024 | Cubist Systematic Strategies LLC | 9,092 | $709K | 0.0% | +18.3% | 0.045% | |
8/30/2024 | Brown Financial Advisors | 1,383 | $108K | 0.0% | N/A | 0.007% | |
8/30/2024 | Strategic Investment Solutions Inc. IL | 1,129 | $88K | 0.0% | N/A | 0.006% | |
8/22/2024 | Cetera Investment Advisers | 45,423 | $3.54M | 0.0% | -31.2% | 0.223% | |
8/21/2024 | Truist Financial Corp | 13,689 | $1.07M | 0.0% | -1.7% | 0.067% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 2,763 | $216K | 0.0% | -27.6% | 0.014% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 186,057 | $14.52M | 0.0% | +7.3% | 0.912% | |
8/14/2024 | Cubist Systematic Strategies LLC | 9,092 | $709K | 0.0% | +18.3% | 0.045% | |
8/14/2024 | Fairscale Capital LLC | 2,088 | $177K | 0.1% | N/A | 0.010% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 8,791 | $683K | 0.0% | +1,467.0% | 0.043% | |
8/12/2024 | Purus Wealth Management LLC | 33,574 | $2.62M | 1.2% | -0.5% | 0.165% | |
8/8/2024 | Envestnet Asset Management Inc. | 45,645 | $3.56M | 0.0% | -1.4% | 0.224% | |
8/8/2024 | CoreCap Advisors LLC | 3,974 | $310K | 0.0% | N/A | 0.019% | |
8/7/2024 | Prudential PLC | 132,350 | $10.34M | 0.1% | +38.5% | 0.649% | |
8/7/2024 | PFG Investments LLC | 2,760 | $215K | 0.0% | -7.4% | 0.014% | |
8/5/2024 | Private Advisor Group LLC | 28,803 | $2.25M | 0.0% | +3.0% | 0.141% | |
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8/1/2024 | Verus Capital Partners LLC | 35,392 | $2.76M | 0.3% | +4.5% | 0.173% | |
8/1/2024 | Summit Financial LLC | 4,915 | $384K | 0.0% | +15.7% | 0.024% | |
7/31/2024 | Aptus Capital Advisors LLC | 39,080 | $3.05M | 0.1% | -16.4% | 0.192% | |
7/31/2024 | Commonwealth Equity Services LLC | 138,464 | $10.80M | 0.0% | -6.5% | 0.679% | |
7/30/2024 | International Assets Investment Management LLC | 4,150 | $324K | 0.0% | +7.0% | 0.020% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 8,619 | $673K | 0.1% | -4.3% | 0.042% | |
7/29/2024 | Ameritas Advisory Services LLC | 22,402 | $1.75M | 0.1% | -4.6% | 0.110% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 36,579 | $2.85M | 0.0% | -16.5% | 0.179% | |
7/25/2024 | Sterling Investment Counsel LLC | 18,568 | $1.45M | 0.6% | -1.7% | 0.091% | |
7/25/2024 | Financial Guidance Group Inc. | 39,080 | $3.05M | 1.9% | -16.4% | 0.192% | |
7/22/2024 | Atria Wealth Solutions Inc. | 12,145 | $948K | 0.0% | -26.6% | 0.060% | |
7/19/2024 | Pacific Sun Financial Corp | 7,935 | $619K | 0.4% | -7.1% | 0.039% | |
7/19/2024 | Western Wealth Management LLC | 4,958 | $387K | 0.0% | -10.1% | 0.024% | |
7/19/2024 | Raymond James & Associates | 39,397 | $3.07M | 0.0% | -49.5% | 0.193% | |
7/18/2024 | Gradient Investments LLC | 88,993 | $6.94M | 0.2% | +55.1% | 0.436% | |
7/18/2024 | Brookstone Capital Management | 49,204 | $4.07M | 0.1% | -31.1% | 0.241% | |
7/18/2024 | 17 Capital Partners LLC | 3,374 | $263K | 0.2% | +25.1% | 0.017% | |
7/17/2024 | Echo Wealth Management LLC | 3,174 | $248K | 0.2% | +6.7% | 0.016% | |
7/17/2024 | Priebe Wealth Holdings LLC | 151,290 | $11.81M | 9.4% | -1.9% | 0.742% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 3,668 | $286K | 0.0% | +9.2% | 0.018% | |
7/16/2024 | Strong Tower Advisory Services | 19,230 | $1.50M | 0.5% | +4.6% | 0.094% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 2,707 | $211K | 0.0% | +6.4% | 0.013% | |
7/12/2024 | Opal Wealth Advisors LLC | 684 | $53K | 0.0% | N/A | 0.003% | |
7/10/2024 | CWM LLC | 45,350 | $3.54M | 0.0% | -3.0% | 0.222% | |
5/24/2024 | Cetera Advisors LLC | 24,637 | $2.05M | 0.0% | +244.9% | 0.121% | |
5/24/2024 | Cetera Investment Advisers | 66,001 | $5.50M | 0.0% | +691.7% | 0.324% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 3,814 | $318K | 0.0% | -13.7% | 0.019% | |
5/14/2024 | Natixis | 340 | $28K | 0.0% | -48.8% | 0.002% | |
5/13/2024 | Safeguard Investment Advisory Group LLC | 2,828 | $235K | 0.1% | -24.7% | 0.014% | |
5/8/2024 | Avantax Advisory Services Inc. | 18,329 | $1.53M | 0.0% | +12.6% | 0.090% | |
5/7/2024 | Verus Capital Partners LLC | 33,857 | $2.82M | 0.3% | +2.1% | 0.166% | |
5/7/2024 | PFG Advisors | 2,938 | $245K | 0.0% | -11.8% | 0.014% | |
5/7/2024 | Insight Advisors LLC PA | 4,547 | $379K | 0.1% | -10.2% | 0.022% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 3,256 | $271K | 0.0% | -48.7% | 0.016% | |
5/6/2024 | Manchester Capital Management LLC | 621 | $52K | 0.0% | +49.6% | 0.003% | |
5/4/2024 | Csenge Advisory Group | 3,231 | $269K | 0.0% | -24.3% | 0.016% | |
5/2/2024 | Mutual Advisors LLC | 36,694 | $3.06M | 0.1% | -26.8% | 0.180% | |
5/1/2024 | Janney Montgomery Scott LLC | 4,005 | $334K | 0.0% | N/A | 0.019% | |
5/1/2024 | BNP Paribas Financial Markets | 12,454 | $1.04M | 0.0% | -22.3% | 0.060% | |
5/1/2024 | Financial Guidance Group Inc. | 46,733 | $3.89M | 2.5% | -1.2% | 0.225% | |
4/30/2024 | Private Advisor Group LLC | 27,976 | $2.33M | 0.0% | -3.9% | 0.135% | |
4/29/2024 | Commonwealth Equity Services LLC | 148,117 | $12.34M | 0.0% | +6.2% | 0.712% | |
4/29/2024 | Crescent Grove Advisors LLC | 44,622 | $3.72M | 0.4% | -4.4% | 0.215% | |
4/27/2024 | Phoenix Wealth Advisors | 10,991 | $916K | 0.6% | +55.3% | 0.053% | |
4/26/2024 | Sterling Investment Counsel LLC | 18,881 | $1.57M | 0.7% | -10.0% | 0.091% | |
4/25/2024 | Summit Financial LLC | 4,248 | $354K | 0.0% | +10.3% | 0.020% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 43,818 | $3.65M | 0.0% | -5.9% | 0.211% | |
4/24/2024 | Activest Wealth Management | 1,386 | $115K | 0.1% | N/A | 0.007% | |
4/24/2024 | Smith Anglin Financial LLC | 19,173 | $1.60M | 0.2% | -2.3% | 0.092% | |
4/23/2024 | Global Retirement Partners LLC | 904 | $75K | 0.0% | -15.8% | 0.004% | |
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And the real wealth has still to be made… You must read this new presentation from Porter Stansberry. |
4/23/2024 | Nations Financial Group Inc. IA ADV | 9,002 | $750K | 0.1% | -29.7% | 0.043% | |
4/23/2024 | Gradient Investments LLC | 57,368 | $4.78M | 0.1% | +383.4% | 0.276% | |
4/23/2024 | Strategic Blueprint LLC | 4,322 | $360K | 0.0% | -35.9% | 0.021% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 81,699 | $6.81M | 0.0% | -10.7% | 0.393% | |
4/22/2024 | PFG Investments LLC | 2,982 | $248K | 0.0% | N/A | 0.014% | |
4/22/2024 | Raymond James & Associates | 78,066 | $6.50M | 0.0% | -4.0% | 0.375% | |
4/19/2024 | Kovack Advisors Inc. | 23,638 | $1.97M | 0.2% | -45.7% | 0.114% | |
4/16/2024 | Financial Management Professionals Inc. | 426 | $35K | 0.0% | -31.9% | 0.002% | |
4/15/2024 | Brookstone Capital Management | 71,453 | $5.95M | 0.1% | +3.5% | 0.290% | |
4/13/2024 | Priebe Wealth Holdings LLC | 154,267 | $12.85M | 10.0% | +0.7% | 0.627% | |