1/21/2025 | Heritage Wealth Management Inc. Texas | 132,364 | $3.29M | 1.9% | -15.0% | 0.050% | |
1/21/2025 | Brighton Jones LLC | 568,757 | $14.14M | 0.4% | +8.8% | 0.214% | |
1/17/2025 | Spinnaker Investment Group LLC | 39,375 | $979K | 0.2% | -6.6% | 0.015% | |
1/17/2025 | Market Street Wealth Management Advisors LLC | 35,947 | $894K | 0.2% | +34.6% | 0.014% | |
1/17/2025 | Independent Wealth Network Inc. | 20,510 | $510K | 0.2% | -9.7% | 0.008% | |
1/17/2025 | Janney Montgomery Scott LLC | 34,324 | $853K | 0.0% | +141.3% | 0.013% | |
1/17/2025 | Kraft Asset Management LLC | 99,048 | $2.46M | 1.9% | -11.8% | 0.037% | |
1/17/2025 | Investment Advisory Group LLC | 174,077 | $4.33M | 1.4% | -2.3% | 0.066% | |
1/17/2025 | Capstone Wealth Management LLC | 244,959 | $6.09M | 5.9% | N/A | 0.092% | |
1/17/2025 | Great Waters Wealth Management | 4,606,324 | $114.51M | 14.7% | +18.2% | 1.734% | |
|
1/17/2025 | Prosperity Planning Inc. | 604,898 | $15.04M | 4.8% | -0.5% | 0.228% | |
1/16/2025 | Pure Financial Advisors LLC | 372,521 | $9.26M | 0.2% | +3.0% | 0.140% | |
1/16/2025 | Onyx Financial Advisors LLC | 1,083,039 | $26.92M | 14.8% | +3.8% | 0.408% | |
1/16/2025 | BlueSky Wealth Advisors LLC | 1,254,599 | $31.19M | 4.9% | +1.9% | 0.472% | |
1/16/2025 | Evanson Asset Management LLC | 2,638,492 | $65.59M | 4.6% | +0.5% | 0.993% | |
1/16/2025 | Bayshore Asset Management LLC | 223,354 | $5.55M | 2.6% | +0.5% | 0.084% | |
1/16/2025 | Brady Martz Wealth Solutions LLC | 48,329 | $1.19M | 0.3% | N/A | 0.018% | |
1/15/2025 | Cherrydale Wealth Management LLC | 566,567 | $14.09M | 5.4% | -9.0% | 0.213% | |
1/15/2025 | CGN Advisors LLC | 168,831 | $4.20M | 0.4% | +4.0% | 0.064% | |
1/15/2025 | 25 LLC | 12,539 | $312K | 0.1% | +11.9% | 0.005% | |
1/15/2025 | Sax Wealth Advisors LLC | 274,235 | $6.82M | 0.5% | -3.9% | 0.103% | |
1/15/2025 | Andrews Lucia Wealth Management LLC | 378,073 | $10.21M | 6.8% | +0.3% | 0.142% | |
1/15/2025 | Merit Financial Group LLC | 44,962 | $1.12M | 0.0% | -12.9% | 0.017% | |
1/15/2025 | Householder Group Estate & Retirement Specialist LLC | 2,127 | $52K | 0.0% | -67.8% | 0.001% | |
1/15/2025 | Morton Capital Management LLC CA | 2,038,129 | $50.67M | 9.5% | -2.1% | 0.767% | |
1/15/2025 | Harbor Group Inc. | 119,944 | $2.98M | 0.7% | +1.1% | 0.045% | |
1/14/2025 | ERn Financial LLC | 383,740 | $9.54M | 1.4% | +0.3% | 0.144% | |
1/14/2025 | Cliftonlarsonallen Wealth Advisors LLC | 1,479,291 | $36.78M | 0.7% | -3.4% | 0.557% | |
1/14/2025 | Apella Capital LLC | 872,892 | $21.70M | 0.8% | -2.9% | 0.329% | |
1/14/2025 | Henrickson Nauta Wealth Advisors Inc. | 271,561 | $6.75M | 2.7% | -0.4% | 0.102% | |
1/14/2025 | Fiduciary Financial Group LLC | 42,624 | $1.05M | 0.2% | +6.2% | 0.016% | |
1/14/2025 | Quad Cities Investment Group LLC | 62,292 | $1.55M | 0.8% | +5.7% | 0.023% | |
1/14/2025 | Cardinal Point Capital Management ULC | 1,232,560 | $30.64M | 4.9% | +8.9% | 0.464% | |
1/14/2025 | Shotwell Rutter Baer Inc | 13,920 | $342K | 0.3% | -3.4% | 0.005% | |
1/13/2025 | AdvisorNet Financial Inc | 2,019 | $50K | 0.0% | -41.3% | 0.001% | |
1/13/2025 | Conrad Siegel Investment Advisors Inc. | 685,597 | $17.04M | 4.6% | +9.7% | 0.258% | |
1/13/2025 | New Capital Management LP | 2,190,118 | $54.45M | 15.9% | -0.2% | 0.825% | |
1/10/2025 | Baker Tilly Wealth Management LLC | 16,299 | $405K | 0.2% | N/A | 0.006% | |
1/8/2025 | Shearwater Capital LLC | 805,036 | $20.01M | 13.6% | +2.0% | 0.303% | |
1/7/2025 | Strathmore Capital Advisors Inc. | 1,036,515 | $25.77M | 18.8% | N/A | 0.390% | |
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad) Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days.
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1/6/2025 | ShankerValleau Wealth Advisors Inc. | 1,457,863 | $36.24M | 11.6% | +5.7% | 0.549% | |
1/6/2025 | Canandaigua National Trust Co of Florida | 42,769 | $1.06M | 0.8% | +286.6% | 0.016% | |
1/2/2025 | Peirce Capital Management LLC | 247,223 | $6.15M | 3.2% | -0.6% | 0.093% | |
1/2/2025 | Trust Co of the South | 390,158 | $9.70M | 2.0% | +1.2% | 0.147% | |
12/26/2024 | JPMorgan Chase & Co. | 449,719 | $12.15M | 0.0% | +2.5% | 0.169% | |
11/18/2024 | Rehmann Capital Advisory Group | 97,448 | $2.63M | 0.2% | -3.5% | 0.037% | |
11/18/2024 | RB Capital Management LLC | 14,082 | $380K | 0.1% | -5.0% | 0.005% | |
11/18/2024 | McCarthy Asset Management Inc. | 28,519 | $770K | 0.5% | -8.0% | 0.011% | |
11/15/2024 | M&T Bank Corp | 29,950 | $809K | 0.0% | +20.1% | 0.011% | |
11/15/2024 | LRI Investments LLC | 996,138 | $25.13M | 2.2% | -0.1% | 0.375% | |
11/15/2024 | MML Investors Services LLC | 122,039 | $3.30M | 0.0% | -52.2% | 0.046% | |
11/15/2024 | Orion Portfolio Solutions LLC | 56,121 | $1.52M | 0.0% | +5.2% | 0.021% | |
11/15/2024 | EP Wealth Advisors LLC | 362,298 | $9.79M | 0.1% | -1.4% | 0.136% | |
11/15/2024 | Jane Street Group LLC | 1,493,586 | $40.34M | 0.0% | -49.8% | 0.562% | |
11/15/2024 | Red Wave Investments LLC | 39,574 | $1.07M | 0.4% | -7.8% | 0.015% | |
11/15/2024 | Integrated Wealth Concepts LLC | 381,702 | $10.31M | 0.1% | -0.9% | 0.144% | |
11/15/2024 | HighTower Advisors LLC | 953,812 | $25.76M | 0.0% | -2.3% | 0.359% | |
11/15/2024 | Ascent Group LLC | 15,917 | $430K | 0.0% | -4.1% | 0.006% | |
11/15/2024 | Atlas Wealth LLC | 7,619 | $206K | 0.1% | N/A | 0.003% | |
11/15/2024 | Alerus Financial NA | 3,589,080 | $96.94M | 7.1% | -7.6% | 1.351% | |
11/14/2024 | Cobblestone Capital Advisors LLC NY | 2,467,849 | $66.66M | 3.7% | +0.8% | 0.929% | |
11/14/2024 | Captrust Financial Advisors | 291,314 | $7.87M | 0.0% | -0.6% | 0.110% | |
11/14/2024 | Rockefeller Capital Management L.P. | 81,198 | $2.19M | 0.0% | +3.9% | 0.031% | |
11/14/2024 | CreativeOne Wealth LLC | 36,138 | $976K | 0.0% | N/A | 0.014% | |
11/13/2024 | Glenmede Trust Co. NA | 5,157,093 | $139.29M | 0.7% | -0.4% | 1.942% | |
11/13/2024 | RS Crum Inc. | 180,339 | $4.87M | 1.1% | +0.5% | 0.068% | |
11/13/2024 | Townsquare Capital LLC | 49,076 | $1.33M | 0.0% | +37.0% | 0.018% | |
11/13/2024 | FMR LLC | 25,111 | $678K | 0.0% | +162.5% | 0.009% | |
11/13/2024 | D.A. Davidson & CO. | 2,599,009 | $70.20M | 0.6% | +2.3% | 0.979% | |
11/13/2024 | Elios Financial Group Inc. | 119,434 | $3.23M | 1.5% | N/A | 0.045% | |
11/12/2024 | Cahill Financial Advisors Inc. | 651,987 | $17.61M | 2.4% | +8.4% | 0.245% | |
11/12/2024 | Wescott Financial Advisory Group LLC | 8,783 | $237K | 0.0% | -28.2% | 0.003% | |
11/12/2024 | Truepoint Inc. | 379,455 | $10.25M | 0.3% | +1.2% | 0.143% | |
11/12/2024 | Canopy Partners LLC | 161,406 | $4.36M | 1.9% | +4.7% | 0.061% | |
11/12/2024 | Advisory Services & Investments LLC | 21,897 | $591K | 0.4% | -4.8% | 0.008% | |
11/12/2024 | Great Valley Advisor Group Inc. | 11,601 | $313K | 0.0% | -4.1% | 0.004% | |
11/12/2024 | Altiora Financial Group LLC | 1,522,651 | $41.13M | 9.1% | +1.6% | 0.573% | |
11/12/2024 | RW Investment Management LLC | 91,513 | $2.47M | 0.3% | -0.6% | 0.034% | |
11/9/2024 | LPL Financial LLC | 7,492,040 | $202.36M | 0.1% | +1.6% | 2.821% | |
11/8/2024 | EverSource Wealth Advisors LLC | 80,171 | $2.17M | 0.1% | +9.0% | 0.030% | |
11/8/2024 | Silver Oak Advisory Group Inc. | 395,316 | $10.68M | 5.5% | +0.2% | 0.149% | |
11/8/2024 | First Horizon Advisors Inc. | 5,274 | $142K | 0.0% | N/A | 0.002% | |
11/8/2024 | Vance Wealth Inc. | 1,100,506 | $29.73M | 11.3% | +2.7% | 0.414% | |
11/7/2024 | Caprock Group LLC | 10,437 | $282K | 0.0% | -4.3% | 0.004% | |
11/7/2024 | Pathstone Holdings LLC | 3,259,544 | $88.04M | 0.4% | -0.3% | 1.227% | |
11/7/2024 | Phillips Financial Management LLC | 252,880 | $6.83M | 0.5% | -1.7% | 0.095% | |
11/6/2024 | Natixis Advisors LLC | 29,010 | $784K | 0.0% | +1.9% | 0.011% | |
11/6/2024 | Northeast Financial Group Inc. | 8,891 | $240K | 0.1% | -10.7% | 0.003% | |
11/6/2024 | OneDigital Investment Advisors LLC | 925,015 | $24.99M | 0.3% | +1.6% | 0.348% | |
11/6/2024 | Dopkins Wealth Management LLC | 145,543 | $3.93M | 3.2% | -37.5% | 0.055% | |
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad) Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days.
It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year.
This is where fortunes are made – often LITERALLY overnight. >> Register for the Workshop Now |
11/5/2024 | Hassell Wealth Management LLC | 265,737 | $6.85M | 2.9% | -0.8% | 0.100% | |
11/5/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 12,287 | $318K | 0.1% | -30.6% | 0.005% | |
11/5/2024 | Aptus Capital Advisors LLC | 12,695 | $343K | 0.0% | N/A | 0.005% | |
11/5/2024 | Northwest Wealth Management LLC | 98,871 | $2.67M | 0.6% | -3.8% | 0.037% | |
11/4/2024 | TRU Independence Asset Management 2 LLC | 8,584 | $232K | 0.2% | N/A | 0.003% | |
11/4/2024 | HTG Investment Advisors Inc. | 603,949 | $16.31M | 7.7% | +2.3% | 0.227% | |
11/4/2024 | FMB Wealth Management | 253,138 | $6.84M | 3.9% | +9.3% | 0.095% | |
11/4/2024 | Sigma Planning Corp | 8,906 | $241K | 0.0% | N/A | 0.003% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 41,215 | $1.11M | 0.0% | +24.4% | 0.016% | |
11/1/2024 | Cypress Point Wealth Management LLC | 64,622 | $1.75M | 0.7% | +14.9% | 0.024% | |