1/16/2025 | Zhang Financial LLC | 232,026 | $26.00M | 1.5% | +17.6% | 0.980% | |
1/15/2025 | KMG Fiduciary Partners LLC | 61,741 | $6.92M | 0.6% | +6.3% | 0.261% | |
1/15/2025 | RPOA Advisors Inc. | 12,952,668 | $1.45B | 39.2% | -1.2% | 54.722% | |
1/15/2025 | Retireful LLC | 15,153 | $1.70M | 1.0% | N/A | 0.064% | |
1/13/2025 | Sentinel Pension Advisors Inc. | 817,780 | $91.64M | 17.0% | +2.7% | 3.455% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 48,902 | $5.36M | 0.0% | +3.2% | 0.207% | |
12/26/2024 | JPMorgan Chase & Co. | 1,545 | $169K | 0.0% | +111.1% | 0.007% | |
11/25/2024 | Sanctuary Advisors LLC | 13,673 | $1.56M | 0.0% | N/A | 0.058% | |
11/18/2024 | JDM Financial Group LLC | 183,000 | $20.05M | 10.9% | +9,856.5% | 0.773% | |
11/15/2024 | Wills Financial Group Inc. | 2,543 | $279K | 0.1% | -16.2% | 0.011% | |
|
11/15/2024 | Integrated Wealth Concepts LLC | 2,018,483 | $221.15M | 2.7% | +13.3% | 8.528% | |
11/15/2024 | HighTower Advisors LLC | 3,150 | $345K | 0.0% | -7.4% | 0.013% | |
11/14/2024 | Flow Traders U.S. LLC | 3,115 | $341K | 0.0% | -86.1% | 0.013% | |
11/13/2024 | FMR LLC | 4,022 | $441K | 0.0% | +13.8% | 0.017% | |
11/12/2024 | GM Advisory Group LLC | 213,021 | $23.34M | 1.4% | -3.9% | 0.900% | |
11/8/2024 | First Horizon Advisors Inc. | 410 | $45K | 0.0% | -23.8% | 0.002% | |
11/5/2024 | Aptus Capital Advisors LLC | 7,488 | $820K | 0.0% | +74.1% | 0.032% | |
10/28/2024 | Wealth Forward LLC | 16,652 | $1.82M | 1.3% | +43.6% | 0.070% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 47,373 | $5.19M | 0.0% | +1.9% | 0.200% | |
10/22/2024 | David Kennon Inc | 17,193 | $1.88M | 0.7% | +3.5% | 0.073% | |
10/22/2024 | Symphony Financial Ltd. Co. | 5,806 | $634K | 0.1% | N/A | 0.025% | |
10/18/2024 | KMG Fiduciary Partners LLC | 58,105 | $6.37M | 0.5% | +362.4% | 0.245% | |
10/16/2024 | Sentinel Pension Advisors Inc. | 796,520 | $87.27M | 16.8% | +4.1% | 3.365% | |
10/15/2024 | Zhang Financial LLC | 197,270 | $21.61M | 1.4% | -0.7% | 0.833% | |
10/7/2024 | RPOA Advisors Inc. | 13,114,389 | $1.44B | 38.2% | -1.7% | 55.405% | |
10/7/2024 | WealthBridge Capital Management LLC | 117,624 | $12.89M | 3.7% | +17.1% | 0.497% | |
10/5/2024 | Collective Family Office LLC | 10,975 | $1.20M | 0.3% | -2.2% | 0.046% | |
8/22/2024 | Cetera Investment Advisers | 12,518 | $1.30M | 0.0% | +30.5% | 0.053% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 18,620 | $1.93M | 0.0% | +1,284.4% | 0.079% | |
8/14/2024 | Clear Point Advisors Inc. | 1,981 | $206K | 0.2% | +33.9% | 0.008% | |
8/13/2024 | GM Advisory Group LLC | 221,590 | $23.00M | 1.5% | N/A | 0.936% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 6,087 | $632K | 0.0% | +84.6% | 0.026% | |
8/7/2024 | MGO One Seven LLC | 142,877 | $14.83M | 0.7% | N/A | 0.604% | |
8/6/2024 | Fiducient Advisors LLC | 2,495 | $259K | 0.0% | N/A | 0.011% | |
8/2/2024 | WealthBridge Capital Management LLC | 100,480 | $10.43M | 3.4% | +6.3% | 0.425% | |
8/1/2024 | Retirement Income Solutions Inc | 8,311 | $863K | 0.2% | -12.8% | 0.035% | |
7/31/2024 | Aptus Capital Advisors LLC | 4,302 | $446K | 0.0% | +71.9% | 0.018% | |
7/30/2024 | Pinnacle Wealth Management LLC | 5,818 | $604K | 0.8% | +3.6% | 0.025% | |
7/26/2024 | Bank of New York Mellon Corp | 1,114,268 | $115.64M | 0.0% | -14.8% | 4.708% | |
7/25/2024 | David Kennon Inc | 16,619 | $1.73M | 0.7% | +10.9% | 0.070% | |
Elon’s #1 AI Stock” SET TO SOAR (Ad) Forget ChatGPT!
Because Elon Musk's AI promises to be 100x more powerful. Get all the details here >>> |
7/24/2024 | Herold Advisors Inc. | 11,855 | $1.23M | 0.3% | +76.5% | 0.050% | |
7/22/2024 | Atria Wealth Solutions Inc. | 9,575 | $994K | 0.0% | +1.2% | 0.040% | |
7/20/2024 | Zhang Financial LLC | 198,681 | $20.62M | 1.4% | -0.6% | 0.839% | |
7/19/2024 | Wealth Forward LLC | 11,593 | $1.20M | 0.9% | -2.7% | 0.049% | |
7/18/2024 | WealthCare Investment Partners LLC | 2,812 | $292K | 0.1% | +32.7% | 0.012% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 46,484 | $4.82M | 0.0% | +2,043.1% | 0.196% | |
7/13/2024 | RPOA Advisors Inc. | 13,336,894 | $1.38B | 39.3% | -2.4% | 56.345% | |
5/17/2024 | Clear Point Advisors Inc. | 1,479 | $148K | 0.1% | +2,981.3% | 0.006% | |
5/14/2024 | Sentinel Pension Advisors Inc. | 756,982 | $75.55M | 16.2% | +0.4% | 3.198% | |
5/10/2024 | Osaic Holdings Inc. | 144,994 | $14.47M | 0.0% | +11.5% | 0.613% | |
5/8/2024 | Wealth Forward LLC | 11,912 | $1.19M | 0.9% | +1.2% | 0.050% | |
4/30/2024 | WealthBridge Capital Management LLC | 94,547 | $9.44M | 3.2% | +23.6% | 0.403% | |
4/25/2024 | Bank of New York Mellon Corp | 1,307,508 | $130.49M | 0.0% | +4.0% | 5.576% | |
4/25/2024 | Capital Investment Advisory Services LLC | 2,635 | $263K | 0.0% | N/A | 0.011% | |
4/15/2024 | WealthCare Investment Partners LLC | 2,119 | $211K | 0.1% | -29.3% | 0.010% | |
4/9/2024 | Collective Family Office LLC | 11,223 | $1.12M | 0.4% | +287.0% | 0.052% | |
4/5/2024 | Compass Wealth Management LLC | 1,422 | $142K | 0.0% | -25.7% | 0.007% | |
3/22/2024 | PNC Financial Services Group Inc. | 1,200 | $108K | 0.0% | N/A | 0.006% | |
2/21/2024 | Wealth Forward LLC | 11,765 | $1.06M | 0.9% | N/A | 0.054% | |
2/7/2024 | Principal Securities Inc. | 4,423 | $400K | 0.0% | N/A | 0.020% | |
2/2/2024 | Atria Wealth Solutions Inc. | 8,560 | $774K | 0.0% | +17.5% | 0.040% | |
1/31/2024 | Zhang Financial LLC | 199,943 | $18.08M | 1.6% | +2.8% | 0.924% | |
1/26/2024 | Geneos Wealth Management Inc. | 1,243 | $112K | 0.0% | -11.8% | 0.006% | |
1/26/2024 | Keener Financial Planning LLC | 2,278 | $206K | 0.2% | N/A | 0.011% | |
1/24/2024 | Advisors Preferred LLC | 60,043 | $5.39M | 0.9% | +164.6% | 0.278% | |
1/24/2024 | Pinnacle Wealth Management LLC | 5,603 | $507K | 0.6% | -53.5% | 0.026% | |
1/18/2024 | Blue Trust Inc. | 7,141 | $646K | 0.0% | N/A | 0.033% | |
1/18/2024 | WealthCare Investment Partners LLC | 2,997 | $270K | 0.1% | N/A | 0.014% | |
1/9/2024 | Collective Family Office LLC | 2,900 | $262K | 0.1% | N/A | 0.013% | |
1/4/2024 | Compass Wealth Management LLC | 1,915 | $173K | 0.0% | N/A | 0.009% | |
11/15/2023 | Integrated Wealth Concepts LLC | 918,450 | $74.39M | 1.3% | +3.0% | 4.246% | |
11/13/2023 | Kestra Advisory Services LLC | 34,901 | $2.83M | 0.0% | +93.3% | 0.161% | |
11/8/2023 | Atria Wealth Solutions Inc. | 7,285 | $590K | 0.0% | +59.9% | 0.034% | |
11/8/2023 | WealthBridge Capital Management LLC | 61,138 | $4.95M | 2.0% | +10.6% | 0.283% | |
11/7/2023 | Advisors Preferred LLC | 22,693 | $1.84M | 0.6% | N/A | 0.105% | |
10/24/2023 | Bank of New York Mellon Corp | 1,197,779 | $97.02M | 0.0% | -38.8% | 5.538% | |
10/24/2023 | Raymond James & Associates | 6,267 | $508K | 0.0% | +3.5% | 0.029% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 3,069 | $249K | 0.0% | N/A | 0.014% | |
10/23/2023 | Sentinel Pension Advisors Inc. | 712,305 | $57.70M | 14.1% | -1.3% | 3.293% | |
10/11/2023 | Zhang Financial LLC | 194,533 | $15.78M | 1.6% | +0.7% | 0.899% | |
10/11/2023 | Geneos Wealth Management Inc. | 1,410 | $114K | 0.0% | -17.5% | 0.007% | |
8/11/2023 | Kestra Advisory Services LLC | 18,055 | $1.51M | 0.0% | N/A | 0.083% | |
8/10/2023 | GeoWealth Management LLC | 302 | $25K | 0.0% | N/A | 0.001% | |
8/10/2023 | Pinnacle Wealth Management LLC | 12,734 | $1.06M | 1.1% | N/A | 0.059% | |
8/9/2023 | Flow Traders U.S. LLC | 73,387 | $6.12M | 0.3% | +967.4% | 0.339% | |
8/3/2023 | Atria Wealth Solutions Inc. | 4,555 | $380K | 0.0% | +9.6% | 0.020% | |
8/3/2023 | Bank of New York Mellon Corp | 1,957,454 | $163.17M | 0.0% | -9.3% | 8.635% | |
8/1/2023 | WealthBridge Capital Management LLC | 55,273 | $4.61M | 1.8% | +1.1% | 0.244% | |
7/31/2023 | LPL Financial LLC | 36,048 | $3.01M | 0.0% | +5.8% | 0.159% | |
7/28/2023 | Retirement Income Solutions Inc | 9,587 | $799K | 0.2% | -22.5% | 0.042% | |
He’s without a doubt the best stock picker we’ve ever met. (Ad) There are very few people in this world who are considered “the best” in their field.
There are guys like Michael Jordan who is considered the best basketball player of all time…
Or Warren Buffet who is considered the best Investor of all time…
But we’ve just met a man who might be the best stock picker of all time…
Right now, as we speak, he is currently ranked the #1 stock picker in North America. If you’d like to sit down with us, follow this link here. |
7/25/2023 | Raymond James & Associates | 6,057 | $505K | 0.0% | -31.9% | 0.027% | |
7/20/2023 | Exchange Traded Concepts LLC | 519,632 | $43.32M | 1.1% | N/A | 2.292% | |
7/19/2023 | Foundations Investment Advisors LLC | 10,775 | $898K | 0.0% | N/A | 0.048% | |
7/18/2023 | Zhang Financial LLC | 193,201 | $16.09M | 1.7% | -5.9% | 0.852% | |
7/18/2023 | Sentinel Pension Advisors Inc. | 721,431 | $60.14M | 14.6% | +1.6% | 3.182% | |
5/12/2023 | Cahill Financial Advisors Inc. | 2,722 | $207K | 0.0% | N/A | 0.012% | |
5/11/2023 | Envestnet Asset Management Inc. | 8,413 | $641K | 0.0% | +2.0% | 0.037% | |
5/11/2023 | WealthBridge Capital Management LLC | 54,659 | $4.16M | 1.7% | +1.4% | 0.241% | |
5/11/2023 | Zhang Financial LLC | 205,368 | $15.64M | 1.8% | -29.0% | 0.906% | |
5/9/2023 | Bank of New York Mellon Corp | 2,158,148 | $164.34M | 0.0% | -5.1% | 9.520% | |