11/25/2024 | World Investment Advisors LLC | 5,671 | $346K | 0.0% | N/A | 0.030% | |
11/20/2024 | Advisory Resource Group | 245,317 | $14.96M | 3.2% | N/A | 1.307% | |
11/18/2024 | Arete Wealth Advisors LLC | 6,493 | $394K | 0.0% | N/A | 0.035% | |
11/18/2024 | Asset Allocation Strategies LLC | 20,689 | $1.26M | 0.4% | N/A | 0.110% | |
11/15/2024 | MML Investors Services LLC | 5,729 | $349K | 0.0% | N/A | 0.031% | |
11/15/2024 | Jane Street Group LLC | 35,198 | $2.15M | 0.0% | -11.1% | 0.188% | |
|
11/15/2024 | Stifel Financial Corp | 61,227 | $3.73M | 0.0% | +15.5% | 0.326% | |
11/15/2024 | Benjamin Edwards Inc. | 22,378 | $1.37M | 0.0% | N/A | 0.119% | |
11/13/2024 | Elios Financial Group Inc. | 6,767 | $413K | 0.2% | N/A | 0.036% | |
11/12/2024 | Nwam LLC | 35,626 | $2.17M | 0.1% | N/A | 0.190% | |
11/5/2024 | Systelligence LLC | 205,726 | $12.54M | 3.1% | +4.5% | 1.096% | |
11/5/2024 | Verus Capital Partners LLC | 44,669 | $2.72M | 0.2% | N/A | 0.238% | |
11/4/2024 | Bond & Devick Financial Network Inc. | 62,883 | $3.83M | 1.6% | +485.7% | 0.335% | |
11/4/2024 | Ashton Thomas Securities LLC | 31,900 | $1.95M | 0.4% | +53.1% | 0.170% | |
10/31/2024 | Cozad Asset Management Inc. | 9,355 | $570K | 0.1% | N/A | 0.050% | |
10/31/2024 | Trademark Financial Management LLC | 7,512 | $458K | 0.4% | -18.0% | 0.040% | |
10/31/2024 | Concurrent Investment Advisors LLC | 10,116 | $617K | 0.0% | -3.6% | 0.054% | |
10/29/2024 | Janney Montgomery Scott LLC | 22,843 | $1.39M | 0.0% | +361.7% | 0.122% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 70,287 | $4.29M | 0.4% | +11.2% | 0.374% | |
10/28/2024 | Summit Wealth Partners LLC | 12,406 | $756K | 0.1% | +22.3% | 0.066% | |
10/25/2024 | Wells Trecaso Financial Group LLC | 16,219 | $989K | 0.3% | +10.9% | 0.086% | |
10/23/2024 | West Michigan Advisors LLC | 62,509 | $3.81M | 1.2% | +2.1% | 0.333% | |
10/22/2024 | Syntegra Private Wealth Group LLC | 800,677 | $48.81M | 5.6% | N/A | 4.266% | |
10/22/2024 | Private Advisor Group LLC | 16,477 | $1.00M | 0.0% | -3.1% | 0.088% | |
10/22/2024 | Leo Wealth LLC | 17,047 | $1.04M | 0.1% | +10.0% | 0.091% | |
10/21/2024 | Stewardship Advisors LLC | 71,098 | $4.33M | 1.2% | -37.7% | 0.379% | |
10/21/2024 | Bluesphere Advisors LLC | 7,352 | $448K | 0.2% | N/A | 0.039% | |
10/21/2024 | Triad Wealth Partners LLC | 45,214 | $2.76M | 1.5% | -27.4% | 0.241% | |
10/16/2024 | Cornerstone Wealth Management LLC | 5,268 | $321K | 0.0% | +27.5% | 0.028% | |
10/16/2024 | PCG Wealth Advisors LLC | 44,103 | $2.69M | 1.0% | +9.3% | 0.235% | |
10/16/2024 | MN Wealth Advisors LLC | 5,443 | $332K | 0.2% | +7.3% | 0.029% | |
10/11/2024 | Redhawk Wealth Advisors Inc. | 98,936 | $6.03M | 0.9% | +318.8% | 0.527% | |
10/11/2024 | Wagner Wealth Management LLC | 311,088 | $18.96M | 5.1% | +8.0% | 1.657% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 41,532 | $2.53M | 0.1% | +25.9% | 0.221% | |
10/9/2024 | Modus Advisors LLC | 3,316 | $202K | 0.1% | N/A | 0.018% | |
10/8/2024 | CWM LLC | 346,824 | $21.14M | 0.1% | +56.1% | 1.848% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 4,541 | $277K | 0.0% | +10.9% | 0.024% | |
10/7/2024 | Choice Wealth Advisors LLC | 149,392 | $9.11M | 4.6% | +3.0% | 0.796% | |
10/7/2024 | Lakeridge Wealth Management LLC | 63,713 | $3.88M | 2.1% | +2.5% | 0.339% | |
10/3/2024 | Rockland Trust Co. | 12,820 | $782K | 0.0% | -26.3% | 0.068% | |
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. |
9/11/2024 | Summit Wealth Partners LLC | 10,142 | $574K | 0.1% | N/A | 0.054% | |
8/22/2024 | Cetera Investment Advisers | 86,803 | $4.92M | 0.0% | +116.5% | 0.462% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 153,904 | $8.72M | 0.0% | +315.1% | 0.820% | |
8/16/2024 | Creative Planning | 9,922 | $562K | 0.0% | -6.5% | 0.053% | |
8/16/2024 | Ascent Group LLC | 3,906 | $221K | 0.0% | N/A | 0.021% | |
8/13/2024 | Thrivent Financial for Lutherans | 9,144 | $518K | 0.0% | +42.1% | 0.049% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 29,216 | $1.66M | 0.0% | -0.7% | 0.156% | |
8/8/2024 | Hazlett Burt & Watson Inc. | 1,760 | $99K | 0.1% | +76.0% | 0.009% | |
8/8/2024 | LPL Financial LLC | 823,727 | $46.66M | 0.0% | +23.8% | 4.389% | |
8/6/2024 | Flynn Zito Capital Management LLC | 113,595 | $6.43M | 3.3% | N/A | 0.605% | |
8/5/2024 | Private Advisor Group LLC | 16,999 | $963K | 0.0% | +6.1% | 0.091% | |
7/31/2024 | Commonwealth Equity Services LLC | 39,570 | $2.24M | 0.0% | +40.8% | 0.211% | |
7/31/2024 | Concurrent Investment Advisors LLC | 10,490 | $594K | 0.0% | -10.4% | 0.056% | |
7/31/2024 | Trademark Financial Management LLC | 9,165 | $519K | 0.4% | -19.7% | 0.049% | |
7/29/2024 | Ameritas Advisory Services LLC | 38,500 | $2.18M | 0.1% | N/A | 0.205% | |
7/27/2024 | Zimmermann Investment Management & Planning LLC | 30,850 | $1.75M | 0.6% | +23.5% | 0.164% | |
7/25/2024 | Systelligence LLC | 196,878 | $11.15M | 3.0% | -6.5% | 1.049% | |
7/25/2024 | Destiny Wealth Partners LLC | 60,252 | $3.41M | 0.6% | -47.8% | 0.321% | |
7/24/2024 | MN Wealth Advisors LLC | 5,073 | $287K | 0.2% | N/A | 0.027% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 32,977 | $1.87M | 0.1% | +59.0% | 0.176% | |
7/23/2024 | Rockland Trust Co. | 17,404 | $986K | 0.1% | -31.2% | 0.093% | |
7/22/2024 | Atria Wealth Solutions Inc. | 14,242 | $807K | 0.0% | +62.1% | 0.076% | |
7/18/2024 | Triad Wealth Partners LLC | 62,270 | $3.53M | 1.8% | +18.6% | 0.332% | |
7/17/2024 | CGC Financial Services LLC | 320,336 | $18.14M | 7.9% | N/A | 1.707% | |
7/17/2024 | Redhawk Wealth Advisors Inc. | 23,626 | $1.34M | 0.2% | -28.6% | 0.126% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 9,135 | $517K | 0.0% | +148.4% | 0.049% | |
7/16/2024 | PCG Wealth Advisors LLC | 40,352 | $2.29M | 1.0% | +21.7% | 0.215% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 4,096 | $232K | 0.0% | N/A | 0.022% | |
7/15/2024 | Fifth Third Securities Inc. | 15,077 | $854K | 0.1% | N/A | 0.080% | |
7/15/2024 | Choice Wealth Advisors LLC | 145,089 | $8.22M | 4.4% | N/A | 0.773% | |
7/10/2024 | Stewardship Advisors LLC | 114,088 | $6.46M | 2.1% | +15.1% | 0.608% | |
7/10/2024 | CWM LLC | 222,178 | $12.58M | 0.1% | +42.1% | 1.184% | |
5/24/2024 | Cetera Investment Advisers | 40,099 | $2.35M | 0.0% | +62.3% | 0.214% | |
5/9/2024 | Leo Wealth LLC | 54,031 | $3.14M | 0.3% | +30.3% | 0.297% | |
5/8/2024 | US Bancorp DE | 32,284 | $1.89M | 0.0% | -6.5% | 0.177% | |
5/8/2024 | O Dell Group LLC | 7,128 | $417K | 0.1% | +3.5% | 0.039% | |
5/8/2024 | Trademark Financial Management LLC | 11,412 | $668K | 0.6% | -7.3% | 0.063% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 3,678 | $215K | 0.0% | N/A | 0.020% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 20,737 | $1.21M | 0.1% | +1,480.6% | 0.114% | |
4/30/2024 | Private Advisor Group LLC | 16,018 | $938K | 0.0% | -9.6% | 0.088% | |
4/30/2024 | Lakeridge Wealth Management LLC | 59,807 | $3.50M | 2.3% | +0.5% | 0.328% | |
4/30/2024 | Hazlett Burt & Watson Inc. | 1,000 | $60K | 0.0% | N/A | 0.005% | |
4/29/2024 | Commonwealth Equity Services LLC | 28,111 | $1.65M | 0.0% | +65.8% | 0.154% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 29,416 | $1.72M | 0.0% | +35.2% | 0.161% | |
4/29/2024 | Aspire Wealth Management Corp | 1,999 | $117K | 0.1% | +63.3% | 0.011% | |
4/24/2024 | Wells Trecaso Financial Group LLC | 11,551 | $676K | 0.2% | N/A | 0.063% | |
4/23/2024 | Triad Wealth Partners LLC | 52,502 | $3.07M | 2.4% | N/A | 0.287% | |
4/23/2024 | Global Retirement Partners LLC | 3,790 | $222K | 0.0% | +31.7% | 0.021% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 51,528 | $3.02M | 0.0% | +4.8% | 0.282% | |
4/19/2024 | PCG Wealth Advisors LLC | 33,147 | $1.94M | 0.9% | +29.6% | 0.181% | |
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. |
4/18/2024 | WJ Wealth Management LLC | 47,612 | $2.79M | 1.1% | N/A | 0.260% | |
4/12/2024 | Systelligence LLC | 210,464 | $12.32M | 3.2% | -0.5% | 1.150% | |
4/11/2024 | Rockland Trust Co. | 25,291 | $1.48M | 0.1% | -21.0% | 0.138% | |
4/9/2024 | Destiny Wealth Partners LLC | 115,325 | $6.75M | 1.2% | -12.8% | 0.672% | |
3/14/2024 | Leo Wealth LLC | 41,451 | $2.34M | 0.2% | N/A | 0.241% | |
2/16/2024 | O Dell Group LLC | 6,888 | $370K | 0.1% | N/A | 0.040% | |
2/13/2024 | Trademark Financial Management LLC | 12,310 | $661K | 0.5% | N/A | 0.072% | |
2/9/2024 | US Bancorp DE | 34,540 | $1.86M | 0.0% | +0.7% | 0.201% | |
2/7/2024 | Principal Securities Inc. | 879 | $47K | 0.0% | N/A | 0.005% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 1,312 | $70K | 0.0% | N/A | 0.008% | |