1/17/2025 | Galvin Gaustad & Stein LLC | 48,479 | $2.18M | 0.2% | +0.8% | 0.024% | |
1/17/2025 | Cedar Point Capital Partners LLC | 34,139 | $1.53M | 1.0% | +6.4% | 0.017% | |
1/17/2025 | Peterson Wealth Advisors LLC | 112,366 | $5.04M | 0.9% | +257.9% | 0.056% | |
1/17/2025 | D.B. Root & Company LLC | 4,816 | $216K | 0.1% | -13.9% | 0.002% | |
1/17/2025 | Mutual Advisors LLC | 39,150 | $1.76M | 0.1% | +15.2% | 0.020% | |
1/17/2025 | Traynor Capital Management Inc. | 10,615 | $476K | 0.0% | -14.7% | 0.005% | |
1/17/2025 | Janney Montgomery Scott LLC | 130,516 | $5.86M | 0.0% | +15.6% | 0.065% | |
1/17/2025 | Baker Ellis Asset Management LLC | 297,983 | $13.37M | 2.0% | +1.7% | 0.149% | |
1/17/2025 | Daymark Wealth Partners LLC | 5,296 | $238K | 0.0% | -6.9% | 0.003% | |
1/17/2025 | Investment Advisory Group LLC | 72,632 | $3.26M | 1.1% | +21.1% | 0.036% | |
|
1/17/2025 | Genesis Private Wealth LLC | 263,732 | $11.83M | 6.5% | N/A | 0.132% | |
1/17/2025 | Octavia Wealth Advisors LLC | 1,463,599 | $66.02M | 8.0% | +5.9% | 0.733% | |
1/17/2025 | Chesley Taft & Associates LLC | 76,230 | $3.42M | 0.2% | +25.7% | 0.038% | |
1/16/2025 | First United Bank & Trust | 81,461 | $3.66M | 1.3% | +45.5% | 0.041% | |
1/16/2025 | Aspiriant LLC | 416,563 | $18.69M | 0.7% | +6.5% | 0.209% | |
1/16/2025 | CMH Wealth Management LLC | 138,891 | $6.27M | 1.4% | +7.8% | 0.070% | |
1/16/2025 | Koshinski Asset Management Inc. | 18,955 | $850K | 0.0% | -1.4% | 0.009% | |
1/16/2025 | Shore Point Advisors LLC | 60,276 | $2.71M | 1.5% | -2.6% | 0.030% | |
1/16/2025 | Capital Wealth Management LLC | 309,229 | $13.88M | 5.9% | +1.6% | 0.155% | |
1/16/2025 | LPF Advisors LLC | 252,202 | $11.32M | 9.5% | +5.7% | 0.126% | |
1/16/2025 | Financial Freedom LLC | 2,452 | $110K | 0.1% | -14.8% | 0.001% | |
1/16/2025 | Diversify Wealth Management LLC | 172,373 | $7.67M | 0.6% | +1.0% | 0.086% | |
1/15/2025 | Wealth Alliance Advisory Group LLC | 578,236 | $25.95M | 5.5% | +0.8% | 0.290% | |
1/15/2025 | Walker Financial Services Inc. | 361,548 | $16.22M | 9.4% | +21.9% | 0.181% | |
1/15/2025 | Triangle Securities Wealth Management | 42,077 | $1.89M | 0.5% | +49.7% | 0.021% | |
1/15/2025 | TruWealth Advisors LLC | 1,740,086 | $78.08M | 4.7% | +44.6% | 0.872% | |
1/15/2025 | Ameritas Advisory Services LLC | 1,029,253 | $46.18M | 1.6% | +50.6% | 0.516% | |
1/15/2025 | Financial & Tax Architects LLC | 284,242 | $12.75M | 3.2% | N/A | 0.142% | |
1/15/2025 | CGN Advisors LLC | 20,429 | $917K | 0.1% | +34.8% | 0.010% | |
1/15/2025 | Arkadios Wealth Advisors | 67,383 | $3.02M | 0.2% | +139.7% | 0.034% | |
1/15/2025 | InTrack Investment Management Inc | 34,796 | $1.55M | 1.1% | +41.9% | 0.017% | |
1/15/2025 | TrueWealth Advisors LLC | 114,224 | $5.13M | 1.7% | +15.6% | 0.057% | |
1/15/2025 | LongView Wealth Management | 156,430 | $7.02M | 2.1% | +8.3% | 0.078% | |
1/15/2025 | Sax Wealth Advisors LLC | 1,394,635 | $62.58M | 4.9% | +94.0% | 0.699% | |
1/15/2025 | Householder Group Estate & Retirement Specialist LLC | 666 | $29K | 0.0% | -53.6% | 0.000% | |
1/15/2025 | Saxon Interests Inc. | 5,465 | $245K | 0.1% | -32.0% | 0.003% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 1,078,366 | $48.39M | 1.3% | +5.3% | 0.540% | |
1/15/2025 | Wealthcare Capital Management LLC | 7,935 | $356K | 0.0% | +3.0% | 0.004% | |
1/15/2025 | RDA Financial Network | 87,343 | $3.92M | 1.1% | +68.9% | 0.044% | |
1/15/2025 | Sard Wealth Management Group LLC | 488,984 | $21.94M | 14.7% | -0.2% | 0.245% | |
Do this Before Elon’s Reveal on January 22nd (Ad) Elon’s newest tech could pay you an extra $30,000 a year — while you sleep.
It’s smaller than a quarter but designed to power a $9 trillion AI revolution.
And I’ve identified a little-known supplier Elon is depending on to make it all happen. I urge you to watch this video now. |
1/15/2025 | Goldstone Financial Group LLC | 270,986 | $12.16M | 1.9% | +4.5% | 0.136% | |
1/15/2025 | Capital Planning LLC | 67,562 | $3.05M | 0.8% | +122.1% | 0.034% | |
1/15/2025 | KMG Fiduciary Partners LLC | 106,683 | $4.79M | 0.4% | +72.3% | 0.053% | |
1/15/2025 | Occidental Asset Management LLC | 357,644 | $16.05M | 2.5% | +3.8% | 0.179% | |
1/15/2025 | Eagle Rock Investment Company LLC | 48,905 | $2.19M | 0.4% | +7.6% | 0.025% | |
1/15/2025 | Certified Advisory Corp | 397,080 | $17.82M | 1.9% | +2.0% | 0.199% | |
1/15/2025 | Harbor Group Inc. | 918,090 | $41.20M | 9.2% | +3.9% | 0.460% | |
1/15/2025 | Fermata Advisors LLC | 964,442 | $43.28M | 8.1% | -7.9% | 0.483% | |
1/15/2025 | Ritholtz Wealth Management | 1,855,006 | $83.23M | 2.4% | +5.4% | 0.930% | |
1/15/2025 | Carnegie Investment Counsel | 86,616 | $3.89M | 0.1% | +13.8% | 0.043% | |
1/15/2025 | Tallon Kerry Patrick | 22,246 | $999K | 1.0% | N/A | 0.011% | |
1/14/2025 | Steph & Co. | 211,934 | $9.51M | 3.2% | -13.0% | 0.106% | |
1/14/2025 | ERn Financial LLC | 22,747 | $1.02M | 0.2% | +2.7% | 0.011% | |
1/14/2025 | Park Avenue Securities LLC | 13,334 | $598K | 0.0% | -20.9% | 0.007% | |
1/14/2025 | Mayfair Advisory Group LLC | 149,102 | $6.69M | 3.9% | -17.9% | 0.075% | |
1/14/2025 | Sherrill & Hutchins Financial Advisory Inc | 823,928 | $36.97M | 32.7% | +3.9% | 0.413% | |
1/14/2025 | Quad Cities Investment Group LLC | 85,680 | $3.84M | 1.9% | +34.1% | 0.043% | |
1/14/2025 | Crane Advisory LLC | 1,050,079 | $47.12M | 8.3% | -3.7% | 0.526% | |
1/14/2025 | Breakwater Capital Group | 9,870 | $443K | 0.1% | -9.3% | 0.005% | |
1/14/2025 | Capital CS Group LLC | 7,261 | $326K | 0.4% | +17.7% | 0.004% | |
1/14/2025 | PCA Investment Advisory Services Inc. | 9,689 | $435K | 0.2% | -5.8% | 0.005% | |
1/14/2025 | Professional Financial Advisors LLC | 45,849 | $2.06M | 0.5% | +4.0% | 0.023% | |
1/13/2025 | Unique Wealth LLC | 37,073 | $1.66M | 0.3% | -22.6% | 0.019% | |
1/13/2025 | AdvisorNet Financial Inc | 60,255 | $2.70M | 0.2% | -2.1% | 0.030% | |
1/13/2025 | Sentinel Pension Advisors Inc. | 296,307 | $13.30M | 2.5% | +1.1% | 0.148% | |
1/13/2025 | Signet Financial Management LLC | 8,155 | $366K | 0.0% | +50.9% | 0.004% | |
1/13/2025 | Atmos Advisory LLC | 17,711 | $795K | 0.6% | N/A | 0.009% | |
1/13/2025 | Courier Capital LLC | 258,695 | $11.61M | 0.8% | +73.3% | 0.130% | |
1/13/2025 | Pallas Capital Advisors LLC | 610,684 | $27.40M | 1.2% | -48.5% | 0.306% | |
1/13/2025 | Accelerate Investment Advisors LLC | 129,393 | $5.81M | 5.1% | +7.2% | 0.065% | |
1/13/2025 | Cooper Financial Group | 129,780 | $5.82M | 0.7% | +5.5% | 0.065% | |
1/13/2025 | Cadent Capital Advisors LLC | 11,911 | $534K | 0.2% | +13.4% | 0.006% | |
1/13/2025 | Capital Investment Advisors LLC | 4,775 | $214K | 0.0% | N/A | 0.002% | |
1/13/2025 | Brookstone Capital Management | 694,526 | $31.16M | 0.5% | +9.8% | 0.348% | |
1/13/2025 | EWG Elevate Inc. | 25,639 | $1.15M | 0.4% | +24.9% | 0.013% | |
1/13/2025 | Paragon Advisors LLC | 113,110 | $5.08M | 1.7% | +26.5% | 0.057% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 141,537 | $6.62M | 0.0% | -0.5% | 0.071% | |
1/10/2025 | ORG Partners LLC | 43,300 | $1.94M | 0.3% | +9.9% | 0.022% | |
1/7/2025 | Bangor Savings Bank | 45,535 | $2.04M | 0.2% | -4.6% | 0.023% | |
1/6/2025 | Insight Wealth Strategies LLC | 16,317 | $732K | 0.1% | +12.1% | 0.008% | |
1/3/2025 | Dentgroup LLC | 186,756 | $8.38M | 6.4% | -19.2% | 0.094% | |
12/26/2024 | JPMorgan Chase & Co. | 5,169,480 | $241.62M | 0.0% | +11.2% | 2.591% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 25,581 | $1.20M | 0.0% | +5.0% | 0.013% | |
11/26/2024 | Peapack Gladstone Financial Corp | 80,450 | $3.76M | 0.1% | +24.1% | 0.040% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 1,857 | $87K | 0.0% | N/A | 0.001% | |
11/25/2024 | World Investment Advisors LLC | 184,410 | $8.62M | 0.2% | +23.2% | 0.092% | |
11/25/2024 | Sanctuary Advisors LLC | 18,604 | $845K | 0.0% | +27.0% | 0.009% | |
11/18/2024 | Soltis Investment Advisors LLC | 79,630 | $3.72M | 0.4% | +0.9% | 0.040% | |
11/18/2024 | Rehmann Capital Advisory Group | 607,861 | $28.41M | 1.9% | +16.2% | 0.305% | |
11/18/2024 | Sunbelt Securities Inc. | 13,166 | $615K | 0.1% | +8.7% | 0.007% | |
Do this Before Elon’s Reveal on January 22nd (Ad) Elon’s newest tech could pay you an extra $30,000 a year — while you sleep.
It’s smaller than a quarter but designed to power a $9 trillion AI revolution.
And I’ve identified a little-known supplier Elon is depending on to make it all happen. I urge you to watch this video now. |
11/15/2024 | Executive Wealth Management LLC | 74,196 | $3.47M | 0.3% | N/A | 0.037% | |
11/15/2024 | MML Investors Services LLC | 1,736,941 | $81.19M | 0.3% | +14.4% | 0.870% | |
11/15/2024 | Mosaic Financial Group LLC | 27,032 | $1.26M | 0.9% | +39.6% | 0.014% | |
11/15/2024 | Orion Portfolio Solutions LLC | 99,046 | $4.63M | 0.1% | +25.0% | 0.050% | |
11/15/2024 | Zacks Investment Management | 122,716 | $5.74M | 0.0% | +578.0% | 0.061% | |
11/15/2024 | National Bank of Canada FI | 5,000 | $234K | 0.0% | -40.7% | 0.003% | |
11/15/2024 | Jane Street Group LLC | 753,094 | $35.20M | 0.0% | +75.5% | 0.377% | |
11/15/2024 | Stifel Financial Corp | 254,511 | $11.90M | 0.0% | +309.1% | 0.128% | |
11/15/2024 | SageView Advisory Group LLC | 40,273 | $1.88M | 0.1% | -11.9% | 0.020% | |
11/15/2024 | IHT Wealth Management LLC | 9,953 | $465K | 0.0% | N/A | 0.005% | |