11/4/2024 | Laffer Tengler Investments Inc. | 50,674 | $1.29M | 0.3% | -20.0% | 0.083% | |
11/4/2024 | Colonial River Investments LLC | 20,387 | $519K | 0.3% | -4.7% | 0.034% | |
11/4/2024 | Axxcess Wealth Management LLC | 20,387 | $519K | 0.0% | -3.7% | 0.034% | |
11/1/2024 | Atria Investments Inc | 282,053 | $7.18M | 0.1% | -12.4% | 0.464% | |
11/1/2024 | Demars Financial Group LLC | 223,773 | $5.70M | 2.6% | -56.6% | 0.368% | |
11/1/2024 | Bensler LLC | 419,518 | $10.69M | 1.3% | -44.5% | 0.691% | |
|
11/1/2024 | Smith Thornton Advisors LLC | 67,363 | $1.72M | 1.1% | -1.9% | 0.111% | |
10/31/2024 | Deseret Mutual Benefit Administrators | 672,337 | $17.12M | 8.7% | +20.6% | 1.107% | |
10/30/2024 | Madden Advisory Services Inc. | 114,470 | $2.92M | 1.3% | -12.4% | 0.188% | |
10/29/2024 | White Pine Investment CO | 214,272 | $5.46M | 1.5% | +1.4% | 0.353% | |
10/29/2024 | Farther Finance Advisors LLC | 21,223 | $541K | 0.0% | N/A | 0.035% | |
10/28/2024 | Atlas Financial Advisors Inc. | 60,053 | $1.53M | 2.4% | +43.7% | 0.099% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 1,851 | $47K | 0.0% | -68.6% | 0.003% | |
10/28/2024 | Goldstone Financial Group LLC | 7,936 | $202K | 0.0% | N/A | 0.013% | |
10/25/2024 | Integrated Advisors Network LLC | 12,220 | $311K | 0.0% | +21.9% | 0.020% | |
10/24/2024 | Nisa Investment Advisors LLC | 1,700 | $43K | 0.0% | -99.0% | 0.003% | |
10/24/2024 | Concord Wealth Partners | 807,846 | $20.58M | 3.4% | -3.2% | 1.330% | |
10/24/2024 | Pointe Capital Management LLC | 34,194 | $871K | 0.5% | -5.7% | 0.056% | |
10/24/2024 | Anson Capital Inc. | 283,074 | $7.21M | 6.4% | +39.5% | 0.466% | |
10/24/2024 | ShoreHaven Wealth Partners LLC | 11,825 | $301K | 0.1% | N/A | 0.019% | |
10/24/2024 | PFG Investments LLC | 9,749 | $248K | 0.0% | N/A | 0.016% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 12,000 | $306K | 0.0% | +71.4% | 0.020% | |
10/22/2024 | Private Advisor Group LLC | 9,361 | $238K | 0.0% | -17.4% | 0.015% | |
10/22/2024 | Leo Wealth LLC | 12,719 | $324K | 0.0% | N/A | 0.021% | |
10/21/2024 | Flagship Harbor Advisors LLC | 305,124 | $7.77M | 0.4% | N/A | 0.502% | |
10/18/2024 | KFA Private Wealth Group LLC | 186,287 | $4.75M | 2.3% | -11.7% | 0.307% | |
10/18/2024 | Raymond James & Associates | 263,795 | $6.72M | 0.0% | +11.1% | 0.434% | |
10/17/2024 | CHB Investment Group LLC | 9,006 | $229K | 0.1% | N/A | 0.015% | |
10/16/2024 | Marshall Financial Group LLC | 30,382 | $774K | 0.2% | N/A | 0.050% | |
10/16/2024 | Heritage Family Offices LLP | 33,665 | $857K | 0.4% | -4.5% | 0.055% | |
10/16/2024 | Transform Wealth LLC | 203,365 | $5.18M | 0.3% | -8.6% | 0.335% | |
10/16/2024 | Opal Wealth Advisors LLC | 65,800 | $1.68M | 0.5% | -2.5% | 0.108% | |
10/11/2024 | Redhawk Wealth Advisors Inc. | 48,390 | $1.23M | 0.2% | +26.6% | 0.080% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 173,838 | $4.43M | 0.3% | +4.0% | 0.286% | |
10/10/2024 | Montis Financial LLC | 143,726 | $3.66M | 1.3% | +61.1% | 0.237% | |
10/9/2024 | High Note Wealth LLC | 338,928 | $8.63M | 2.5% | -5.5% | 0.558% | |
10/8/2024 | Brookstone Capital Management | 31,077 | $792K | 0.0% | +59.4% | 0.051% | |
10/8/2024 | Insight Wealth Strategies LLC | 424,029 | $10.80M | 1.4% | -46.1% | 0.698% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 42,779 | $1.09M | 0.0% | -18.5% | 0.070% | |
10/8/2024 | Callan Family Office LLC | 11,938 | $304K | 0.1% | N/A | 0.020% | |
Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction (Ad) Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs…
A predicted Trump would win.
You won’t believe what he’s predicting now. Click here to see it because it’s a SHOCKER… |
10/8/2024 | City Center Advisors LLC | 19,649 | $500K | 0.6% | +48.1% | 0.032% | |
10/3/2024 | Park Avenue Securities LLC | 45,851 | $1.17M | 0.0% | +7.2% | 0.075% | |
10/3/2024 | Silvia Mccoll Wealth Management LLC | 37,365 | $952K | 0.7% | N/A | 0.062% | |
8/22/2024 | Cetera Investment Advisers | 180,051 | $4.59M | 0.0% | +133.8% | 0.296% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 45,042 | $1.15M | 0.0% | -1.4% | 0.074% | |
8/15/2024 | Smith Thornton Advisors LLC | 68,687 | $1.75M | 1.3% | N/A | 0.113% | |
8/13/2024 | AE Wealth Management LLC | 44,264 | $1.13M | 0.0% | +100.9% | 0.073% | |
8/10/2024 | Axxcess Wealth Management LLC | 21,178 | $540K | 0.0% | N/A | 0.035% | |
8/10/2024 | Perennial Investment Advisors LLC | 18,280 | $466K | 0.1% | +18.9% | 0.030% | |
8/9/2024 | WealthPLAN Partners LLC | 167,081 | $4.26M | 0.5% | -4.6% | 0.275% | |
8/9/2024 | Renaissance Technologies LLC | 1,542,400 | $39.35M | 0.1% | +61.7% | 2.539% | |
8/8/2024 | Envestnet Asset Management Inc. | 949,370 | $24.22M | 0.0% | +108.7% | 1.563% | |
8/8/2024 | Westover Capital Advisors LLC | 260,633 | $6.65M | 1.7% | N/A | 0.429% | |
8/8/2024 | Valley Wealth Managers Inc. | 35,530 | $906K | 0.1% | -4.0% | 0.058% | |
8/8/2024 | Stonebridge Financial Planning Group LLC | 11,633 | $297K | 0.1% | +9.6% | 0.019% | |
8/8/2024 | Montis Financial LLC | 89,197 | $2.28M | 1.0% | +24.2% | 0.147% | |
8/8/2024 | LPL Financial LLC | 2,141,838 | $54.64M | 0.0% | +36.4% | 3.526% | |
8/7/2024 | KFA Private Wealth Group LLC | 210,932 | $5.38M | 2.8% | -78.3% | 0.347% | |
8/7/2024 | Anson Capital Inc. | 202,853 | $5.18M | 5.1% | +180.0% | 0.334% | |
8/7/2024 | MGO One Seven LLC | 93,182 | $2.38M | 0.1% | +14.4% | 0.153% | |
8/7/2024 | Redwood Financial Network Corp | 34,221 | $873K | 0.7% | N/A | 0.056% | |
8/6/2024 | Strategic Financial Concepts LLC | 6,223,357 | $158.76M | 0.7% | N/A | 10.244% | |
8/6/2024 | Advisor OS LLC | 644,439 | $16.44M | 1.8% | +2.2% | 1.061% | |
8/5/2024 | Atlas Financial Advisors Inc. | 41,782 | $1.07M | 1.8% | +59.3% | 0.069% | |
8/5/2024 | Northwest Wealth Management LLC | 29,558 | $754K | 0.2% | -11.9% | 0.049% | |
8/3/2024 | Deseret Mutual Benefit Administrators | 557,508 | $14.22M | 6.6% | +18.3% | 0.918% | |
7/31/2024 | Balanced Rock Investment Advisors LLC | 15,954 | $407K | 0.3% | -8.1% | 0.026% | |
7/31/2024 | Van ECK Associates Corp | 1,042 | $27K | 0.0% | +294.7% | 0.002% | |
7/31/2024 | Commonwealth Equity Services LLC | 84,098 | $2.15M | 0.0% | +2.2% | 0.138% | |
7/31/2024 | IFG Advisory LLC | 41,122 | $1.05M | 0.1% | -5.0% | 0.068% | |
7/31/2024 | Rothschild Investment LLC | 12,000 | $306K | 0.0% | N/A | 0.020% | |
7/30/2024 | Heritage Family Offices LLP | 35,242 | $899K | 0.5% | N/A | 0.058% | |
7/29/2024 | TrueMark Investments LLC | 27,332 | $697K | 0.2% | N/A | 0.045% | |
7/29/2024 | FAS Wealth Partners Inc. | 294,722 | $7.52M | 0.6% | +2.3% | 0.485% | |
7/29/2024 | Ameritas Advisory Services LLC | 10,484 | $267K | 0.0% | -25.1% | 0.017% | |
7/29/2024 | Arkadios Wealth Advisors | 8,050 | $205K | 0.0% | -9.0% | 0.013% | |
7/26/2024 | Breakwater Capital Group | 9,583 | $244K | 0.1% | -18.6% | 0.016% | |
7/26/2024 | WealthShield Partners LLC | 108,041 | $2.76M | 0.4% | +2,104.9% | 0.178% | |
7/26/2024 | Harbour Investments Inc. | 6,633 | $169K | 0.0% | +8.0% | 0.011% | |
7/26/2024 | Bensler LLC | 755,601 | $19.28M | 2.6% | +12.4% | 1.244% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 371,775 | $9.48M | 0.0% | +51.9% | 0.612% | |
7/26/2024 | AlphaStar Capital Management LLC | 102,528 | $2.62M | 0.2% | +8.3% | 0.169% | |
7/25/2024 | Systelligence LLC | 605,382 | $15.44M | 4.1% | -0.3% | 0.997% | |
7/25/2024 | Destiny Wealth Partners LLC | 51,199 | $1.31M | 0.2% | N/A | 0.084% | |
7/24/2024 | Family Firm Inc. | 647,004 | $16.51M | 1.9% | +126.1% | 1.065% | |
7/24/2024 | White Pine Investment CO | 211,381 | $5.39M | 1.6% | +5.2% | 0.348% | |
7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 39,004 | $995K | 0.2% | N/A | 0.064% | |
7/23/2024 | Geneos Wealth Management Inc. | 149,206 | $3.81M | 0.2% | +11.5% | 0.246% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 167,094 | $4.26M | 0.3% | +36.9% | 0.275% | |
7/23/2024 | NewSquare Capital LLC | 33,975 | $867K | 0.1% | +16.8% | 0.056% | |
Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction (Ad) Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs…
A predicted Trump would win.
You won’t believe what he’s predicting now. Click here to see it because it’s a SHOCKER… |
7/22/2024 | Atria Wealth Solutions Inc. | 34,094 | $870K | 0.0% | +30.3% | 0.056% | |
7/20/2024 | Nisa Investment Advisors LLC | 178,600 | $4.56M | 0.0% | N/A | 0.294% | |
7/19/2024 | Western Wealth Management LLC | 39,880 | $1.02M | 0.1% | +243.8% | 0.066% | |
7/19/2024 | Demars Financial Group LLC | 515,350 | $13.15M | 6.3% | -2.3% | 0.848% | |
7/19/2024 | Raymond James & Associates | 237,431 | $6.06M | 0.0% | +35.7% | 0.391% | |
7/17/2024 | Redhawk Wealth Advisors Inc. | 38,229 | $975K | 0.1% | +32.2% | 0.063% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 12,439 | $317K | 0.0% | N/A | 0.020% | |
7/16/2024 | Edmonds Duncan Registered Investment Advisors LLC | 1,001,597 | $25.55M | 6.2% | -33.6% | 1.649% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 13,893 | $354K | 0.0% | N/A | 0.023% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 52,478 | $1.34M | 0.0% | +6.4% | 0.086% | |