11/15/2024 | EP Wealth Advisors LLC | 210,706 | $6.02M | 0.1% | N/A | 0.782% | |
11/15/2024 | Stifel Financial Corp | 161,853 | $4.62M | 0.0% | -12.2% | 0.601% | |
11/15/2024 | Swmg LLC | 9,986 | $266K | 0.1% | -14.3% | 0.037% | |
11/15/2024 | Quantinno Capital Management LP | 41,577 | $1.19M | 0.0% | +39.2% | 0.154% | |
11/15/2024 | Janus Henderson Group PLC | 1,940,217 | $55.39M | 0.0% | -5.9% | 7.199% | |
11/13/2024 | Transamerica Financial Advisors Inc. | 15,731 | $450K | 0.0% | +5.1% | 0.058% | |
|
11/7/2024 | Gilbert & Cook Inc. | 11,820 | $337K | 0.0% | -30.3% | 0.044% | |
11/7/2024 | Thrivent Financial for Lutherans | 31,219 | $891K | 0.0% | +13.1% | 0.116% | |
11/6/2024 | Meridian Investment Counsel Inc. | 47,100 | $1.35M | 0.4% | +18.3% | 0.175% | |
11/4/2024 | Venturi Wealth Management LLC | 3,516 | $100K | 0.0% | N/A | 0.013% | |
11/1/2024 | Beckerman Institutional LLC | 14,774 | $422K | 0.4% | N/A | 0.055% | |
10/29/2024 | Farther Finance Advisors LLC | 8,973 | $256K | 0.0% | N/A | 0.033% | |
10/28/2024 | US Bancorp DE | 1,041 | $30K | 0.0% | +420.5% | 0.004% | |
10/28/2024 | Petra Financial Advisors Inc. | 16,086 | $459K | 0.3% | -44.4% | 0.060% | |
10/24/2024 | GHP Investment Advisors Inc. | 542,092 | $15.48M | 0.7% | +12,439.7% | 2.011% | |
10/19/2024 | Columbus Macro LLC | 17,089 | $479K | 0.2% | N/A | 0.063% | |
10/16/2024 | Vontobel Holding Ltd. | 116,700 | $3.33M | 0.0% | +13.0% | 0.433% | |
10/16/2024 | Proquility Private Wealth Partners LLC | 287,064 | $8.20M | 2.6% | -4.1% | 1.065% | |
10/15/2024 | Cabot Wealth Management Inc. | 107,474 | $3.07M | 0.4% | -1.0% | 0.399% | |
10/11/2024 | CX Institutional | 532,089 | $15.19M | 0.7% | -10.6% | 1.974% | |
9/5/2024 | Sanctuary Advisors LLC | 8,717 | $231K | 0.0% | N/A | 0.032% | |
8/13/2024 | Thrivent Financial for Lutherans | 27,615 | $726K | 0.0% | N/A | 0.102% | |
8/8/2024 | Envestnet Asset Management Inc. | 320,215 | $8.42M | 0.0% | +1,187.2% | 1.188% | |
8/8/2024 | GHP Investment Advisors Inc. | 4,323 | $114K | 0.0% | N/A | 0.016% | |
8/8/2024 | Bell Investment Advisors Inc | 3,674 | $97K | 0.0% | +20.5% | 0.014% | |
8/7/2024 | Choreo LLC | 9,241 | $243K | 0.0% | N/A | 0.034% | |
8/1/2024 | Gilbert & Cook Inc. | 16,965 | $446K | 0.1% | N/A | 0.063% | |
7/29/2024 | Innealta Capital LLC | 206,743 | $5.44M | 1.8% | -20.8% | 0.767% | |
7/26/2024 | WealthShield Partners LLC | 4,020 | $106K | 0.0% | N/A | 0.015% | |
7/26/2024 | Bank of New York Mellon Corp | 11,765 | $309K | 0.0% | N/A | 0.044% | |
7/19/2024 | Petra Financial Advisors Inc. | 28,944 | $761K | 0.5% | -1.4% | 0.107% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 64,955 | $1.71M | 0.0% | N/A | 0.241% | |
7/13/2024 | Retirement Planning Group LLC | 16,476 | $433K | 0.0% | -15.2% | 0.061% | |
7/12/2024 | Cabot Wealth Management Inc. | 108,537 | $2.85M | 0.4% | -6.6% | 0.403% | |
7/11/2024 | CX Institutional | 595,264 | $15.65M | 0.7% | -6.5% | 2.209% | |
7/10/2024 | CWM LLC | 1,641 | $43K | 0.0% | N/A | 0.006% | |
5/17/2024 | Innealta Capital LLC | 261,128 | $6.82M | 2.9% | +96.4% | 0.969% | |
5/16/2024 | Janus Henderson Group PLC | 2,018,117 | $52.73M | 0.0% | -0.4% | 7.488% | |
5/9/2024 | Eagle Bay Advisors LLC | 3,719 | $97K | 0.1% | N/A | 0.014% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 1,479 | $39K | 0.0% | -53.3% | 0.005% | |
Trump said you could learn something from this man (Ad) Early Warning: A Deep Crack Is Forming In The US Economy
Stocks are booming thanks to Trump’s landslide victory. Yet one former Trump advisor says the picture is less rosy than it seems. “I’ve found a deep crack forming in the foundations of the US economy,” he says. “And before too long, it could tear our country apart.” It’s critical you learn more today, BEFORE it impacts your money and your retirement. Here’s everything you need to know. |
4/23/2024 | Petra Financial Advisors Inc. | 29,352 | $767K | 0.6% | -2.8% | 0.109% | |
4/22/2024 | Accordant Advisory Group Inc | 943 | $25K | 0.0% | N/A | 0.003% | |
4/18/2024 | Congress Wealth Management LLC DE | 905,276 | $23.66M | 0.4% | +0.3% | 3.953% | |
2/12/2024 | Proquility Private Wealth Partners LLC | 271,670 | $6.83M | 2.6% | +985.7% | 1.186% | |
2/9/2024 | Congress Wealth Management LLC DE | 902,617 | $22.70M | 0.4% | -41.3% | 3.942% | |
2/9/2024 | Franklin Resources Inc. | 1,075,192 | $27.04M | 0.0% | -73.6% | 4.695% | |
2/9/2024 | Corient Private Wealth LLC | 28,838 | $725K | 0.0% | -5.7% | 0.126% | |
2/9/2024 | Wells Fargo & Company MN | 653,802 | $16.44M | 0.0% | -13.0% | 2.855% | |
2/8/2024 | Laffer Tengler Investments Inc. | 7,328 | $184K | 0.0% | +19.1% | 0.032% | |
1/29/2024 | Petra Financial Advisors Inc. | 30,200 | $759K | 0.6% | -8.2% | 0.132% | |
1/12/2024 | CX Institutional | 531,211 | $13.36M | 0.7% | N/A | 2.320% | |
11/16/2023 | Orion Capital Management LLC | 1,059 | $25K | 0.0% | N/A | 0.005% | |
11/14/2023 | PGIM Custom Harvest LLC | 200,019 | $4.78M | 0.1% | +15.5% | 0.873% | |
11/4/2023 | Syon Capital LLC | 9,695 | $232K | 0.0% | N/A | 0.042% | |
10/30/2023 | Congress Wealth Management LLC DE | 1,538,810 | $36.80M | 0.8% | -0.9% | 6.720% | |
10/13/2023 | Global Retirement Partners LLC | 6,669 | $156K | 0.0% | -6.9% | 0.029% | |
10/11/2023 | Marotta Asset Management | 12,382 | $296K | 0.1% | -31.0% | 0.054% | |
10/11/2023 | Vontobel Holding Ltd. | 107,700 | $2.58M | 0.0% | +1.9% | 0.470% | |
8/11/2023 | Franklin Resources Inc. | 2,375,192 | $57.99M | 0.0% | -24.1% | 10.372% | |
8/9/2023 | Flow Traders U.S. LLC | 151,331 | $3.70M | 0.2% | -11.2% | 0.661% | |
7/31/2023 | LPL Financial LLC | 49,865 | $1.22M | 0.0% | -1.2% | 0.218% | |
7/26/2023 | Petra Financial Advisors Inc. | 34,569 | $844K | 0.8% | -7.8% | 0.151% | |
7/24/2023 | Vontobel Holding Ltd. | 105,700 | $2.53M | 0.0% | -1.9% | 0.462% | |
7/13/2023 | Congress Wealth Management LLC DE | 1,552,696 | $37.91M | 0.9% | -1.7% | 6.780% | |
7/13/2023 | Cabot Wealth Management Inc. | 117,514 | $2.87M | 0.4% | -0.6% | 0.513% | |
7/5/2023 | Marotta Asset Management | 17,947 | $438K | 0.1% | N/A | 0.077% | |
5/15/2023 | PGIM Custom Harvest LLC | 169,740 | $4.11M | 0.2% | +14.8% | 0.722% | |
5/15/2023 | Flow Traders U.S. LLC | 170,447 | $4.13M | 0.2% | -64.1% | 0.725% | |
5/12/2023 | Main Management ETF Advisors LLC | 508,165 | $12.30M | 1.0% | +49.3% | 2.162% | |
5/12/2023 | Franklin Resources Inc. | 3,130,192 | $75.78M | 0.0% | +36.1% | 13.320% | |
5/10/2023 | Proquility Private Wealth Partners LLC | 24,984 | $605K | 0.2% | +34.6% | 0.106% | |
5/10/2023 | Bell Investment Advisors Inc | 2,398 | $58K | 0.0% | +45.1% | 0.010% | |
5/10/2023 | Orion Capital Management LLC | 1,059 | $26K | 0.0% | N/A | 0.005% | |
5/9/2023 | Grey Fox Wealth Advisors LLC | 1,207 | $29K | 0.0% | N/A | 0.005% | |
4/28/2023 | Wealthfront Advisers LLC | 8,715 | $211K | 0.0% | N/A | 0.037% | |
4/25/2023 | Parallel Advisors LLC | 3,028 | $73K | 0.0% | N/A | 0.013% | |
4/20/2023 | Petra Financial Advisors Inc. | 37,486 | $908K | 0.9% | -12.5% | 0.160% | |
4/20/2023 | Cabot Wealth Management Inc. | 118,184 | $2.86M | 0.5% | +0.7% | 0.503% | |
4/14/2023 | Congress Wealth Management LLC DE | 1,579,559 | $38.24M | 0.9% | -1.5% | 6.722% | |
4/12/2023 | Vontobel Holding Ltd. | 107,700 | $2.61M | 0.0% | N/A | 0.458% | |
4/10/2023 | Tradewinds Capital Management LLC | 3,835 | $93K | 0.0% | N/A | 0.016% | |
3/6/2023 | OLD Mission Capital LLC | 7,185 | $164K | 0.0% | N/A | 0.032% | |
2/15/2023 | Flow Traders U.S. LLC | 474,430 | $10.86M | 0.5% | +19.6% | 2.081% | |
2/15/2023 | Main Management ETF Advisors LLC | 340,375 | $7.79M | 0.7% | N/A | 1.493% | |
2/13/2023 | Integrated Wealth Concepts LLC | 65,713 | $1.50M | 0.0% | N/A | 0.288% | |
2/10/2023 | Bank of America Corp DE | 9,745,967 | $222.99M | 0.0% | -8.4% | 42.745% | |
2/10/2023 | Franklin Resources Inc. | 2,300,192 | $52.63M | 0.0% | +79.5% | 10.089% | |
2/10/2023 | Laffer Tengler Investments | 1,760 | $40K | 0.0% | +41.1% | 0.008% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 10,695 | $245K | 0.0% | -20.6% | 0.047% | |
2/8/2023 | Belpointe Asset Management LLC | 1,831 | $42K | 0.0% | N/A | 0.008% | |
Trump said you could learn something from this man (Ad) Early Warning: A Deep Crack Is Forming In The US Economy
Stocks are booming thanks to Trump’s landslide victory. Yet one former Trump advisor says the picture is less rosy than it seems. “I’ve found a deep crack forming in the foundations of the US economy,” he says. “And before too long, it could tear our country apart.” It’s critical you learn more today, BEFORE it impacts your money and your retirement. Here’s everything you need to know. |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 3,530 | $81K | 0.0% | -17.2% | 0.015% | |
2/7/2023 | LPL Financial LLC | 50,115 | $1.15M | 0.0% | +41.1% | 0.220% | |
2/7/2023 | Envestnet Asset Management Inc. | 56,302 | $1.29M | 0.0% | -62.1% | 0.247% | |
2/2/2023 | Congress Wealth Management LLC DE | 1,603,165 | $36.68M | 0.9% | -4.9% | 7.031% | |
1/31/2023 | Cabot Wealth Management Inc. | 117,374 | $2.69M | 0.5% | +7.0% | 0.515% | |
1/19/2023 | Retirement Planning Group | 19,617 | $449K | 0.1% | +4.9% | 0.090% | |
11/15/2022 | Flow Traders U.S. LLC | 396,740 | $7.76M | 0.4% | +232.0% | 2.061% | |
11/14/2022 | Transamerica Financial Advisors Inc. | 54,294 | $1.06M | 0.2% | -2.0% | 0.282% | |
11/14/2022 | MML Investors Services LLC | 188,307 | $3.69M | 0.0% | -5.9% | 0.978% | |
11/10/2022 | Envestnet Asset Management Inc. | 148,686 | $2.91M | 0.0% | -66.5% | 0.772% | |