1/21/2025 | Summit Investment Advisory Services LLC | 805,259 | $29.93M | 15.4% | +3.4% | 0.473% | |
1/21/2025 | Duncan Williams Asset Management LLC | 5,760 | $214K | 0.1% | N/A | 0.003% | |
1/21/2025 | Alpha Financial Advisors LLC | 549,667 | $20.43M | 9.2% | N/A | 0.323% | |
1/21/2025 | Flagship Harbor Advisors LLC | 141,504 | $5.26M | 0.3% | N/A | 0.083% | |
1/21/2025 | CFS Investment Advisory Services LLC | 42,331 | $1.57M | 0.1% | +2.1% | 0.025% | |
1/21/2025 | Lantz Financial LLC | 88,418 | $3.29M | 0.9% | +4.3% | 0.052% | |
1/21/2025 | Geneos Wealth Management Inc. | 596,418 | $22.17M | 0.8% | -7.0% | 0.350% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 87,347 | $3.25M | 0.1% | -2.5% | 0.051% | |
1/21/2025 | Accel Wealth Management | 26,805 | $996K | 0.4% | +148.9% | 0.016% | |
1/21/2025 | Eclectic Associates Inc. ADV | 475,769 | $17.68M | 5.2% | +107.3% | 0.280% | |
|
1/21/2025 | LexAurum Advisors LLC | 32,053 | $1.19M | 0.2% | +18.4% | 0.019% | |
1/21/2025 | RFG Advisory LLC | 83,302 | $3.10M | 0.1% | +1,034.1% | 0.049% | |
1/21/2025 | Cornerstone Wealth Management LLC | 34,182 | $1.27M | 0.1% | +4.3% | 0.020% | |
1/21/2025 | Johnson Bixby & Associates LLC | 829,446 | $30.83M | 4.7% | +5.4% | 0.487% | |
1/17/2025 | Endeavor Private Wealth Inc. | 32,368 | $1.20M | 1.1% | N/A | 0.019% | |
1/17/2025 | Bill Few Associates Inc. | 24,840 | $923K | 0.3% | +35.3% | 0.015% | |
1/17/2025 | Mutual Advisors LLC | 66,029 | $2.51M | 0.1% | -18.2% | 0.039% | |
1/17/2025 | Olistico Wealth LLC | 105,973 | $3.94M | 2.3% | +8.7% | 0.062% | |
1/17/2025 | Janney Montgomery Scott LLC | 878,713 | $32.66M | 0.1% | +1.4% | 0.516% | |
1/17/2025 | Westside Investment Management Inc. | 4,875 | $181K | 0.0% | +650.0% | 0.003% | |
1/17/2025 | Magnus Financial Group LLC | 85,680 | $3.19M | 0.3% | +5.6% | 0.050% | |
1/17/2025 | Daymark Wealth Partners LLC | 226,300 | $8.41M | 0.3% | -2.0% | 0.133% | |
1/17/2025 | Genesis Private Wealth LLC | 193,421 | $7.19M | 4.0% | N/A | 0.114% | |
1/17/2025 | Oxinas Partners Wealth Management LLC | 15,330 | $570K | 0.3% | N/A | 0.009% | |
1/17/2025 | Signature Resources Capital Management LLC | 56,622 | $2.11M | 1.9% | +4.6% | 0.033% | |
1/16/2025 | Tudor Financial Inc. | 8,113 | $302K | 0.2% | +31.0% | 0.005% | |
1/16/2025 | Koshinski Asset Management Inc. | 110,315 | $4.10M | 0.0% | +9.6% | 0.065% | |
1/16/2025 | Harbor Investment Advisory LLC | 2,150 | $80K | 0.0% | N/A | 0.001% | |
1/16/2025 | M.E. Allison & CO. Inc. | 83,343 | $3.10M | 3.4% | N/A | 0.049% | |
1/16/2025 | Trueblood Wealth Management LLC | 20,004 | $744K | 0.4% | +50.1% | 0.012% | |
1/16/2025 | Lincoln Capital LLC | 41,451 | $1.54M | 0.3% | +42.6% | 0.024% | |
1/15/2025 | IAM Advisory LLC | 64,115 | $2.38M | 0.6% | -0.6% | 0.038% | |
1/15/2025 | Ballew Advisors Inc | 242,828 | $9.06M | 5.8% | +2.1% | 0.143% | |
1/15/2025 | Kera Capital Partners Inc. | 124,478 | $4.63M | 1.3% | N/A | 0.073% | |
1/15/2025 | Ameritas Advisory Services LLC | 390,714 | $14.52M | 0.5% | +30.4% | 0.230% | |
1/15/2025 | CGN Advisors LLC | 16,546 | $615K | 0.1% | -11.3% | 0.010% | |
1/15/2025 | LongView Wealth Management | 298,455 | $11.09M | 3.4% | +4.9% | 0.175% | |
1/15/2025 | Merit Financial Group LLC | 118,717 | $4.41M | 0.1% | +11.2% | 0.070% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 908,484 | $33.77M | 0.9% | +5.6% | 0.534% | |
1/15/2025 | Wealthcare Capital Management LLC | 7,661 | $285K | 0.0% | -10.0% | 0.005% | |
WARNING: “Buffett Indicator” flashing for first time in 50 years (Ad) Warren Buffett has sold a staggering $97 billion worth of stocks this year...
But why?
Our research indicates the Oracle of Omaha is quietly preparing for a historic market crash.
His most reliable crash indicator - the "Buffett indicator" - just flashed red for the first time in 25 years. Take these 4 steps today to protect your retirement NOW |
1/15/2025 | Goldstone Financial Group LLC | 8,169 | $304K | 0.0% | +30.0% | 0.005% | |
1/15/2025 | Capital Planning LLC | 60,961 | $2.27M | 0.6% | -2.5% | 0.036% | |
1/15/2025 | KMG Fiduciary Partners LLC | 25,392 | $944K | 0.1% | -4.5% | 0.015% | |
1/15/2025 | Cvfg LLC | 5,602 | $208K | 0.2% | N/A | 0.003% | |
1/15/2025 | Fermata Advisors LLC | 23,734 | $882K | 0.2% | N/A | 0.014% | |
1/14/2025 | Smith Thornton Advisors LLC | 74,535 | $2.77M | 1.8% | N/A | 0.044% | |
1/14/2025 | CPR Investments Inc. | 19,815 | $737K | 0.7% | N/A | 0.012% | |
1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 21,777 | $810K | 0.2% | +52.4% | 0.013% | |
1/14/2025 | Park Avenue Securities LLC | 19,905 | $740K | 0.0% | +15.1% | 0.012% | |
1/14/2025 | Pines Wealth Management LLC | 24,082 | $900K | 0.4% | N/A | 0.014% | |
1/14/2025 | KWB Wealth | 26,144 | $910K | 0.1% | N/A | 0.015% | |
1/14/2025 | 180 Wealth Advisors LLC | 22,693 | $843K | 0.1% | +14.4% | 0.013% | |
1/14/2025 | Professional Financial Advisors LLC | 31,361 | $1.17M | 0.3% | +1.0% | 0.018% | |
1/13/2025 | AdvisorNet Financial Inc | 265,134 | $9.86M | 0.8% | +26.0% | 0.156% | |
1/13/2025 | Signet Financial Management LLC | 117,769 | $4.38M | 0.6% | +0.3% | 0.069% | |
1/13/2025 | Cooper Financial Group | 116,023 | $4.31M | 0.5% | -2.1% | 0.068% | |
1/13/2025 | Brookstone Capital Management | 144,719 | $5.38M | 0.1% | +130.2% | 0.085% | |
1/10/2025 | Lynch & Associates IN | 17,476 | $650K | 0.1% | +7.9% | 0.010% | |
1/10/2025 | HBW Advisory Services LLC | 101,687 | $3.78M | 0.5% | +3.5% | 0.060% | |
1/10/2025 | ST Germain D J Co. Inc. | 121,897 | $4.53M | 0.2% | +10.1% | 0.072% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 1,206,848 | $41.99M | 0.1% | -0.3% | 0.709% | |
1/10/2025 | ORG Partners LLC | 7,779 | $289K | 0.0% | N/A | 0.005% | |
1/8/2025 | International Assets Investment Management LLC | 11,196 | $417K | 0.0% | -95.0% | 0.007% | |
1/6/2025 | Advance Capital Management Inc. | 384,059 | $14.28M | 0.7% | +1.2% | 0.226% | |
12/26/2024 | JPMorgan Chase & Co. | 484,569 | $16.86M | 0.0% | +17.9% | 0.285% | |
11/25/2024 | World Investment Advisors LLC | 63,562 | $2.21M | 0.1% | +16.8% | 0.037% | |
11/25/2024 | Sanctuary Advisors LLC | 815,124 | $30.55M | 0.2% | -2.3% | 0.479% | |
11/21/2024 | Anchor Investment Management LLC | 63,652 | $2.21M | 0.2% | N/A | 0.037% | |
11/21/2024 | Tudor Financial Inc. | 6,195 | $216K | 0.1% | N/A | 0.004% | |
11/20/2024 | Virtu Financial LLC | 16,283 | $566K | 0.0% | N/A | 0.010% | |
11/18/2024 | Main Line Retirement Advisors LLC | 362,305 | $12.61M | 8.6% | +3.5% | 0.213% | |
11/18/2024 | Sunbelt Securities Inc. | 80,840 | $2.81M | 0.3% | -22.4% | 0.047% | |
11/18/2024 | McCarthy Asset Management Inc. | 15,453 | $538K | 0.3% | +6.9% | 0.009% | |
11/15/2024 | Continuum Advisory LLC | 73,653 | $2.73M | 0.3% | +2.0% | 0.043% | |
11/15/2024 | MML Investors Services LLC | 2,688,825 | $93.54M | 0.3% | +20.5% | 1.580% | |
11/15/2024 | Orion Portfolio Solutions LLC | 56,006 | $1.95M | 0.0% | -10.6% | 0.033% | |
11/15/2024 | Jane Street Group LLC | 83,369 | $2.90M | 0.0% | -82.6% | 0.049% | |
11/15/2024 | Stifel Financial Corp | 1,037,776 | $36.11M | 0.0% | -1.2% | 0.610% | |
11/15/2024 | Quantinno Capital Management LP | 11,134 | $387K | 0.0% | N/A | 0.007% | |
11/15/2024 | Integrated Wealth Concepts LLC | 25,210 | $877K | 0.0% | +37.3% | 0.015% | |
11/15/2024 | Investmark Advisory Group LLC | 236,187 | $8.22M | 4.0% | +2.6% | 0.139% | |
11/15/2024 | Harmony Asset Management LLC | 15,583 | $542K | 0.2% | +29.8% | 0.009% | |
11/15/2024 | HighTower Advisors LLC | 232,656 | $8.09M | 0.0% | +14.8% | 0.137% | |
11/15/2024 | Benjamin Edwards Inc. | 260,525 | $9.06M | 0.1% | N/A | 0.153% | |
11/15/2024 | Kestra Investment Management LLC | 1,099,493 | $38.25M | 1.6% | -18.6% | 0.646% | |
11/14/2024 | Tradition Wealth Management LLC | 36,504 | $1.27M | 0.1% | -2.7% | 0.021% | |
11/14/2024 | Captrust Financial Advisors | 851,068 | $29.61M | 0.1% | +29.5% | 0.500% | |
11/14/2024 | Rockefeller Capital Management L.P. | 77,698 | $2.70M | 0.0% | +20.7% | 0.046% | |
11/14/2024 | CWS Financial Advisors LLC | 69,386 | $2.41M | 0.9% | +3.1% | 0.041% | |
11/14/2024 | WFA of San Diego LLC | 2,000 | $70K | 0.1% | N/A | 0.001% | |
WARNING: “Buffett Indicator” flashing for first time in 50 years (Ad) Warren Buffett has sold a staggering $97 billion worth of stocks this year...
But why?
Our research indicates the Oracle of Omaha is quietly preparing for a historic market crash.
His most reliable crash indicator - the "Buffett indicator" - just flashed red for the first time in 25 years. Take these 4 steps today to protect your retirement NOW |
11/14/2024 | National Wealth Management Group LLC | 15,011 | $522K | 0.4% | +15.0% | 0.009% | |
11/14/2024 | CreativeOne Wealth LLC | 6,889 | $240K | 0.0% | +7.1% | 0.004% | |
11/13/2024 | Townsquare Capital LLC | 21,125 | $735K | 0.0% | -31.7% | 0.012% | |
11/13/2024 | D.A. Davidson & CO. | 224,416 | $7.81M | 0.1% | +32.8% | 0.132% | |
11/13/2024 | Private Trust Co. NA | 14,963 | $521K | 0.1% | +34.7% | 0.009% | |
11/12/2024 | Kingsview Wealth Management LLC | 12,401 | $431K | 0.0% | +13.7% | 0.007% | |
11/12/2024 | Cerity Partners LLC | 24,070 | $837K | 0.0% | +42.4% | 0.014% | |
11/12/2024 | Great Valley Advisor Group Inc. | 13,791 | $480K | 0.0% | +58.1% | 0.008% | |
11/12/2024 | Financial Council LLC | 421,643 | $14.67M | 7.6% | +2.0% | 0.248% | |
11/12/2024 | Mason Investment Advisory Services Inc. | 43,001 | $1.50M | 0.1% | +300.8% | 0.025% | |