11/25/2024 | Sanctuary Advisors LLC | 28,392 | $2.06M | 0.0% | -2.3% | 0.210% | |
11/15/2024 | Goodman Advisory Group LLC | 77,646 | $5.39M | 1.5% | -7.4% | 0.573% | |
11/15/2024 | Orion Portfolio Solutions LLC | 8,649 | $601K | 0.0% | -30.4% | 0.064% | |
11/15/2024 | Quantinno Capital Management LP | 5,071 | $352K | 0.0% | N/A | 0.037% | |
11/15/2024 | IHT Wealth Management LLC | 5,266 | $366K | 0.0% | -16.8% | 0.039% | |
11/15/2024 | HighTower Advisors LLC | 18,663 | $1.29M | 0.0% | N/A | 0.138% | |
|
11/14/2024 | Rockefeller Capital Management L.P. | 38,236 | $2.66M | 0.0% | -4.7% | 0.282% | |
11/13/2024 | FMR LLC | 2,243 | $156K | 0.0% | +8.6% | 0.017% | |
11/8/2024 | First Horizon Advisors Inc. | 2,927 | $203K | 0.0% | N/A | 0.022% | |
11/7/2024 | Thrivent Financial for Lutherans | 4,914 | $341K | 0.0% | -30.7% | 0.036% | |
11/6/2024 | Schneider Downs Wealth Management Advisors LP | 53,751 | $3.73M | 0.8% | +3.6% | 0.397% | |
11/6/2024 | Coastline Trust Co | 2,210 | $153K | 0.0% | N/A | 0.016% | |
11/4/2024 | Tyler Stone Wealth Management | 12,972 | $901K | 0.2% | +100.0% | 0.096% | |
11/1/2024 | Atria Investments Inc | 28,167 | $1.96M | 0.0% | -3.0% | 0.208% | |
11/1/2024 | Assetmark Inc. | 690 | $48K | 0.0% | N/A | 0.005% | |
10/29/2024 | Fernwood Investment Management LLC | 5,652 | $392K | 0.1% | -39.1% | 0.042% | |
10/25/2024 | TNF LLC | 17,871 | $1.25M | 0.4% | +8.8% | 0.132% | |
10/24/2024 | Arkadios Wealth Advisors | 14,547 | $1.01M | 0.1% | -9.6% | 0.107% | |
10/23/2024 | Grimes & Company Inc. | 1,709,019 | $118.67M | 3.2% | +1.0% | 12.613% | |
10/22/2024 | International Assets Investment Management LLC | 3,421,500 | $237.59M | 0.0% | +15,881.6% | 25.251% | |
10/22/2024 | Foundry Financial Group Inc. | 141,597 | $9.83M | 6.1% | +0.1% | 1.045% | |
10/22/2024 | Private Advisor Group LLC | 56,855 | $3.95M | 0.0% | -3.7% | 0.420% | |
10/18/2024 | Commonwealth Equity Services LLC | 473,168 | $32.86M | 0.0% | -0.3% | 3.492% | |
10/16/2024 | ERn Financial LLC | 44,235 | $3.07M | 0.5% | +9.3% | 0.326% | |
10/7/2024 | IAM Advisory LLC | 336,134 | $23.34M | 5.9% | -0.5% | 2.481% | |
9/5/2024 | Sanctuary Advisors LLC | 29,053 | $1.82M | 0.0% | N/A | 0.214% | |
8/19/2024 | Hershey Financial Advisers LLC | 13,593 | $884K | 0.8% | N/A | 0.100% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 85,250 | $5.54M | 0.0% | -8.7% | 0.629% | |
8/16/2024 | Goodman Advisory Group LLC | 83,844 | $5.45M | 1.6% | -11.8% | 0.619% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 65,354 | $4.25M | 0.0% | -5.4% | 0.482% | |
8/10/2024 | Perennial Investment Advisors LLC | 17,971 | $1.17M | 0.2% | -3.4% | 0.133% | |
8/10/2024 | Hill Island Financial LLC | 356,260 | $23.16M | 7.6% | +0.3% | 2.629% | |
8/9/2024 | SigFig Wealth Management LLC | 28,766 | $1.87M | 0.1% | +6.7% | 0.212% | |
8/9/2024 | Foundry Financial Group Inc. | 141,414 | $9.19M | 6.3% | +1.7% | 1.044% | |
8/8/2024 | Envestnet Asset Management Inc. | 732,046 | $47.59M | 0.0% | +6.9% | 5.403% | |
8/8/2024 | Schneider Downs Wealth Management Advisors LP | 51,877 | $3.37M | 0.8% | +2.4% | 0.383% | |
8/8/2024 | LPL Financial LLC | 992,776 | $64.54M | 0.0% | -2.2% | 7.327% | |
8/5/2024 | Private Advisor Group LLC | 59,017 | $3.84M | 0.0% | -5.5% | 0.436% | |
8/1/2024 | Chilton Capital Management LLC | 17,118 | $1.11M | 0.0% | -5.5% | 0.126% | |
7/31/2024 | Commonwealth Equity Services LLC | 474,443 | $30.84M | 0.0% | +0.4% | 3.501% | |
2025 could be “worse than the dot-com bust”, says man who predicted 2008 banking crisis (Ad) Dan is sharing his latest work with the public. Because what he's tracking right now, he says, is too serious to keep private. Click here to see Dan's full warning to the public. |
7/30/2024 | Moloney Securities Asset Management LLC | 24,280 | $1.58M | 0.2% | +1.3% | 0.179% | |
7/29/2024 | Arkadios Wealth Advisors | 16,094 | $1.05M | 0.1% | -13.4% | 0.119% | |
7/25/2024 | TNF LLC | 16,425 | $1.07M | 0.4% | +3.4% | 0.121% | |
7/25/2024 | Institute for Wealth Management LLC. | 14,595 | $949K | 0.1% | -6.3% | 0.108% | |
7/23/2024 | Amplius Wealth Advisors LLC | 22,021 | $1.43M | 0.2% | -3.2% | 0.163% | |
7/20/2024 | Parsons Capital Management Inc. RI | 43,197 | $2.81M | 0.2% | +0.5% | 0.319% | |
7/17/2024 | ERn Financial LLC | 40,464 | $2.63M | 0.4% | +2.3% | 0.299% | |
7/17/2024 | James J. Burns & Company LLC | 6,143 | $399K | 0.1% | N/A | 0.045% | |
7/16/2024 | Cooper Financial Group | 121,526 | $7.90M | 1.2% | +10.4% | 0.897% | |
7/13/2024 | IAM Advisory LLC | 337,878 | $21.97M | 6.0% | -0.5% | 2.494% | |
7/10/2024 | Simplicity Wealth LLC | 9,335 | $607K | 0.0% | +119.7% | 0.069% | |
7/8/2024 | Bank & Trust Co | 1,419 | $92K | 0.1% | N/A | 0.010% | |
5/21/2024 | Atria Investments Inc | 32,412 | $2.10M | 0.0% | +15.5% | 0.239% | |
5/15/2024 | Kestra Advisory Services LLC | 243,017 | $15.74M | 0.1% | +9.1% | 1.793% | |
5/9/2024 | Orion Portfolio Solutions LLC | 18,982 | $1.23M | 0.0% | -37.4% | 0.141% | |
5/8/2024 | Schneider Downs Wealth Management Advisors LP | 50,673 | $3.28M | 0.8% | +12.5% | 0.375% | |
5/8/2024 | Avantax Advisory Services Inc. | 197,729 | $12.81M | 0.1% | +7.7% | 1.465% | |
5/7/2024 | Chilton Capital Management LLC | 18,122 | $1.17M | 0.1% | -4.3% | 0.134% | |
5/7/2024 | Oppenheimer & Co. Inc. | 13,316 | $862K | 0.0% | +1.2% | 0.099% | |
5/3/2024 | Avidian Wealth Solutions LLC | 6,132 | $397K | 0.0% | -5.1% | 0.045% | |
5/2/2024 | Moloney Securities Asset Management LLC | 23,961 | $1.55M | 0.2% | -1.0% | 0.177% | |
4/30/2024 | Private Advisor Group LLC | 62,419 | $4.04M | 0.0% | -6.2% | 0.462% | |
4/30/2024 | Foundry Financial Group Inc. | 139,042 | $9.00M | 6.4% | +9.4% | 1.030% | |
4/30/2024 | Arkadios Wealth Advisors | 18,578 | $1.20M | 0.1% | -3.0% | 0.138% | |
4/29/2024 | Commonwealth Equity Services LLC | 472,350 | $30.59M | 0.1% | +0.2% | 3.499% | |
4/29/2024 | Aspire Wealth Management Corp | 7,114 | $461K | 0.3% | -2.8% | 0.053% | |
4/25/2024 | TNF LLC | 15,891 | $991K | 0.4% | +11.6% | 0.118% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 124,092 | $8.04M | 0.0% | -2.5% | 0.912% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 42,812 | $2.77M | 0.0% | -11.9% | 0.315% | |
4/22/2024 | Parsons Capital Management Inc. RI | 42,968 | $2.78M | 0.2% | +1.3% | 0.316% | |
4/17/2024 | Grimes & Company Inc. | 1,710,875 | $110.80M | 3.4% | +0.5% | 12.580% | |
4/16/2024 | OneAscent Wealth Management LLC | 6,271 | $406K | 0.2% | -4.2% | 0.046% | |
4/16/2024 | ERn Financial LLC | 39,567 | $2.56M | 0.4% | -3.4% | 0.291% | |
4/15/2024 | Sunbelt Securities Inc. | 720 | $47K | 0.0% | N/A | 0.005% | |
4/15/2024 | IAM Advisory LLC | 339,581 | $21.99M | 6.0% | -1.8% | 2.497% | |
4/15/2024 | Columbia Advisory Partners LLC | 26,099 | $1.69M | 1.7% | -4.2% | 0.192% | |
4/11/2024 | Cooper Financial Group | 110,117 | $7.13M | 1.2% | +1.0% | 0.810% | |
4/11/2024 | International Assets Investment Management LLC | 21,409 | $1.38M | 0.0% | N/A | 0.157% | |
2/9/2024 | Orion Portfolio Solutions LLC | 30,318 | $1.78M | 0.0% | +6.6% | 0.216% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 127,291 | $7.49M | 0.0% | -1.2% | 0.906% | |
2/9/2024 | Tidemark LLC | 1,320 | $78K | 0.0% | N/A | 0.009% | |
2/9/2024 | Journey Strategic Wealth LLC | 19,047 | $1.12M | 0.1% | +91.0% | 0.136% | |
2/9/2024 | Wells Fargo & Company MN | 843,235 | $49.59M | 0.0% | +4.1% | 6.002% | |
2/9/2024 | Schneider Downs Wealth Management Advisors LP | 45,027 | $2.65M | 0.7% | +6.6% | 0.320% | |
2/9/2024 | UBS Group AG | 325,958 | $19.17M | 0.0% | -0.7% | 2.320% | |
2/8/2024 | SigFig Wealth Management LLC | 23,299 | $1.37M | 0.1% | +2.7% | 0.166% | |
2/7/2024 | Avantax Advisory Services Inc. | 183,543 | $10.79M | 0.1% | +3.6% | 1.306% | |
2/7/2024 | Rossmore Private Capital | 25,750 | $1.51M | 0.2% | +4.0% | 0.183% | |
2/6/2024 | Private Advisor Group LLC | 66,546 | $3.91M | 0.0% | +23.8% | 0.474% | |
2/6/2024 | Commonwealth Equity Services LLC | 471,301 | $27.72M | 0.1% | +13.7% | 3.354% | |
2025 could be “worse than the dot-com bust”, says man who predicted 2008 banking crisis (Ad) Dan is sharing his latest work with the public. Because what he's tracking right now, he says, is too serious to keep private. Click here to see Dan's full warning to the public. |
2/1/2024 | CWM LLC | 1,150 | $68K | 0.0% | N/A | 0.008% | |
1/31/2024 | Goodman Advisory Group LLC | 100,354 | $5.90M | 2.0% | -26.7% | 0.714% | |
1/30/2024 | Octavia Wealth Advisors LLC | 4,062 | $239K | 0.0% | N/A | 0.029% | |
1/30/2024 | TNF LLC | 14,235 | $857K | 0.3% | +65.0% | 0.101% | |
1/29/2024 | Simplicity Wealth LLC | 4,222 | $248K | 0.1% | N/A | 0.030% | |
1/24/2024 | Grimes & Company Inc. | 1,701,555 | $100.07M | 3.3% | +0.7% | 12.111% | |
1/24/2024 | Venture Visionary Partners LLC | 20,034 | $1.18M | 0.1% | -1.2% | 0.143% | |
1/24/2024 | Arkadios Wealth Advisors | 19,151 | $1.13M | 0.1% | -7.0% | 0.136% | |
1/23/2024 | Foundry Financial Group Inc. | 127,129 | $7.48M | 6.3% | N/A | 0.905% | |
1/22/2024 | Parsons Capital Management Inc. RI | 42,398 | $2.49M | 0.2% | -1.1% | 0.302% | |