10/29/2024 | Cedar Point Capital Partners LLC | 24,723 | $1.40M | 1.0% | +2.7% | 0.441% | |
10/29/2024 | Lodestone Wealth Management LLC | 6,276 | $355K | 0.2% | -7.7% | 0.112% | |
10/29/2024 | Farther Finance Advisors LLC | 1,184 | $67K | 0.0% | +862.6% | 0.021% | |
10/28/2024 | Focus Financial Network Inc. | 25,525 | $1.45M | 0.1% | +5.2% | 0.456% | |
10/28/2024 | US Bancorp DE | 700 | $40K | 0.0% | -30.0% | 0.013% | |
10/25/2024 | Edge Financial Advisors LLC | 22,137 | $1.25M | 1.1% | N/A | 0.395% | |
|
10/24/2024 | Barnes Pettey Financial Advisors LLC | 7,782 | $441K | 0.4% | +49.3% | 0.139% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 14,682 | $831K | 0.0% | +93.8% | 0.262% | |
10/23/2024 | BKM Wealth Management LLC | 19,950 | $1.13M | 0.5% | +11.4% | 0.356% | |
10/23/2024 | Allworth Financial LP | 20,667 | $1.17M | 0.0% | -2.8% | 0.369% | |
10/22/2024 | International Assets Investment Management LLC | 2,673,533 | $151.40M | 0.0% | +1,591,288.7% | 47.742% | |
10/22/2024 | Private Advisor Group LLC | 18,178 | $1.03M | 0.0% | -12.9% | 0.325% | |
10/21/2024 | Sharkey Howes & Javer | 15,745 | $892K | 0.1% | -31.2% | 0.281% | |
10/18/2024 | Slow Capital Inc. | 13,534 | $766K | 0.1% | -1.4% | 0.242% | |
10/18/2024 | Precedent Wealth Partners LLC | 16,997 | $963K | 0.3% | -2.2% | 0.304% | |
10/16/2024 | Amplius Wealth Advisors LLC | 96,968 | $5.49M | 0.6% | -3.9% | 1.732% | |
10/8/2024 | Daymark Wealth Partners LLC | 10,198 | $577K | 0.0% | -2.3% | 0.182% | |
10/7/2024 | KWB Wealth | 140,253 | $7.59M | 1.0% | +4.7% | 2.505% | |
8/22/2024 | Cetera Investment Advisers | 23,279 | $1.26M | 0.0% | -0.8% | 0.416% | |
8/22/2024 | 3Chopt Investment Partners LLC | 8,993 | $486K | 0.1% | N/A | 0.161% | |
8/21/2024 | Truist Financial Corp | 4,141 | $224K | 0.0% | N/A | 0.074% | |
8/15/2024 | Daymark Wealth Partners LLC | 10,443 | $565K | 0.0% | -26.0% | 0.186% | |
8/9/2024 | Prime Capital Investment Advisors LLC | 154,873 | $8.38M | 0.1% | N/A | 2.766% | |
8/8/2024 | Wealthspire Advisors LLC | 17,808 | $963K | 0.0% | -45.8% | 0.318% | |
8/8/2024 | Schiavi & Co LLC | 44,273 | $2.39M | 0.9% | -0.8% | 0.791% | |
8/8/2024 | Beverly Hills Private Wealth LLC | 3,852 | $208K | 0.0% | N/A | 0.069% | |
8/8/2024 | Linscomb Wealth Inc. | 161,611 | $8.74M | 0.5% | -2.4% | 2.886% | |
8/6/2024 | Financial Gravity Asset Management Inc. | 2,656 | $144K | 0.0% | N/A | 0.047% | |
8/6/2024 | Strategic Financial Concepts LLC | 495,640 | $268K | 0.0% | +980.2% | 8.851% | |
8/5/2024 | Private Advisor Group LLC | 20,880 | $1.13M | 0.0% | -2.5% | 0.373% | |
7/30/2024 | Wolf Group Capital Advisors | 33,382 | $1.81M | 0.7% | -20.6% | 0.596% | |
7/30/2024 | Key Financial Inc | 1,539 | $83K | 0.0% | N/A | 0.027% | |
7/26/2024 | Walkner Condon Financial Advisors LLC | 4,197 | $227K | 0.0% | +6.8% | 0.075% | |
7/24/2024 | EdgeRock Capital LLC | 8,945 | $484K | 0.4% | +13.3% | 0.160% | |
7/24/2024 | Slow Capital Inc. | 13,730 | $743K | 0.1% | -2.6% | 0.245% | |
7/24/2024 | &PARTNERS | 20,449 | $1.11M | 0.0% | N/A | 0.365% | |
7/24/2024 | MN Wealth Advisors LLC | 5,989 | $324K | 0.2% | -6.1% | 0.107% | |
7/23/2024 | Precedent Wealth Partners LLC | 17,381 | $940K | 0.4% | -1.4% | 0.310% | |
7/23/2024 | Amplius Wealth Advisors LLC | 100,907 | $5.46M | 0.6% | -3.8% | 1.802% | |
7/22/2024 | Focus Financial Network Inc. | 24,269 | $1.35M | 0.1% | +8.4% | 0.433% | |
True paradigm shift (Ad) I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was.
Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again. Here’s the full story for you. |
7/20/2024 | First Horizon Advisors Inc. | 74,069 | $4.01M | 0.1% | +3.7% | 1.323% | |
7/20/2024 | Continuum Advisory LLC | 1,398 | $76K | 0.0% | +92.8% | 0.025% | |
7/19/2024 | Raymond James & Associates | 38,467 | $2.08M | 0.0% | -11.4% | 0.687% | |
7/19/2024 | Barnes Pettey Financial Advisors LLC | 5,212 | $282K | 0.2% | N/A | 0.093% | |
7/17/2024 | Sharkey Howes & Javer | 22,879 | $1.24M | 0.2% | +81.2% | 0.409% | |
7/16/2024 | Cedar Point Capital Partners LLC | 24,082 | $1.30M | 1.0% | -0.8% | 0.430% | |
7/16/2024 | Lodestone Wealth Management LLC | 6,802 | $368K | 0.2% | -5.3% | 0.121% | |
7/16/2024 | RHS Financial LLC | 109,641 | $5.93M | 3.6% | +2.3% | 1.958% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 7,576 | $410K | 0.0% | +15.8% | 0.135% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 3,858 | $209K | 0.0% | -32.5% | 0.069% | |
7/15/2024 | Occidental Asset Management LLC | 23,001 | $1.24M | 0.2% | +5.7% | 0.411% | |
7/15/2024 | Fifth Third Securities Inc. | 7,923 | $428K | 0.0% | N/A | 0.141% | |
7/15/2024 | RFG Advisory LLC | 3,961 | $214K | 0.0% | -32.3% | 0.071% | |
7/12/2024 | Accel Wealth Management | 15,750 | $852K | 0.3% | +3.2% | 0.281% | |
6/4/2024 | Tactive Advisors LLC | 9,057 | $484K | 0.3% | N/A | 0.162% | |
5/16/2024 | Jane Street Group LLC | 95,839 | $5.12M | 0.0% | +286.8% | 1.711% | |
5/15/2024 | Linscomb Wealth Inc. | 165,612 | $8.85M | 0.5% | -2.1% | 2.957% | |
5/14/2024 | Cadence Bank | 6,637 | $355K | 0.0% | -4.1% | 0.119% | |
5/14/2024 | OLD Mission Capital LLC | 60,669 | $3.24M | 0.1% | +127.5% | 1.083% | |
5/14/2024 | CreativeOne Wealth LLC | 10,095 | $540K | 0.0% | -7.2% | 0.180% | |
5/14/2024 | Tiemann Investment Advisors LLC | 35,418 | $1.89M | 0.8% | +7.8% | 0.632% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 1,622 | $87K | 0.0% | -69.7% | 0.029% | |
5/11/2024 | Jacobi Capital Management LLC | 25,402 | $1.36M | 0.1% | N/A | 0.438% | |
5/10/2024 | Nwam LLC | 4,436 | $246K | 0.0% | N/A | 0.076% | |
5/9/2024 | Kingsview Wealth Management LLC | 19,549 | $1.05M | 0.0% | +31.8% | 0.337% | |
5/8/2024 | Avantax Advisory Services Inc. | 136,296 | $7.28M | 0.1% | +8.5% | 2.350% | |
5/7/2024 | 49 Wealth Management LLC | 439,758 | $23.55M | 5.1% | +12.3% | 7.582% | |
5/7/2024 | Wealthspire Advisors LLC | 32,847 | $1.76M | 0.0% | -31.5% | 0.566% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 1,214 | $65K | 0.0% | N/A | 0.021% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 2,820 | $151K | 0.0% | +29.5% | 0.049% | |
4/30/2024 | Private Advisor Group LLC | 21,412 | $1.14M | 0.0% | -8.8% | 0.369% | |
4/30/2024 | Lodestone Wealth Management LLC | 7,184 | $384K | 0.2% | -11.3% | 0.124% | |
4/29/2024 | Commonwealth Equity Services LLC | 71,653 | $3.83M | 0.0% | +0.4% | 1.235% | |
4/23/2024 | Precedent Wealth Partners LLC | 17,630 | $942K | 0.4% | -4.9% | 0.304% | |
4/22/2024 | Strategic Financial Concepts LLC | 45,884 | $2.45M | 0.6% | +30.8% | 0.791% | |
4/22/2024 | Edge Financial Advisors LLC | 35,093 | $1.88M | 1.7% | N/A | 0.605% | |
4/20/2024 | KWB Wealth | 138,838 | $7.42M | 1.0% | +1.7% | 2.394% | |
4/19/2024 | Teamwork Financial Advisors LLC | 4,551 | $243K | 0.0% | -12.0% | 0.078% | |
4/19/2024 | Accel Wealth Management | 15,255 | $815K | 0.3% | -8.0% | 0.263% | |
4/18/2024 | BKM Wealth Management LLC | 13,116 | $701K | 0.3% | +2.1% | 0.226% | |
4/18/2024 | RHS Financial LLC | 107,179 | $5.73M | 3.3% | +2.0% | 1.848% | |
4/17/2024 | Trilogy Capital Inc. | 11,842 | $633K | 0.0% | -33.9% | 0.204% | |
4/16/2024 | Occidental Asset Management LLC | 21,765 | $1.16M | 0.2% | +3.2% | 0.375% | |
4/15/2024 | Signet Financial Management LLC | 14,001 | $748K | 0.1% | +77.4% | 0.241% | |
4/12/2024 | Global Assets Advisory LLC | 15,263 | $816K | 0.0% | N/A | 0.263% | |
4/11/2024 | RFG Advisory LLC | 5,847 | $312K | 0.0% | N/A | 0.101% | |
2/14/2024 | Visionary Wealth Advisors | 17,610 | $921K | 0.1% | +3.8% | 0.298% | |
2/12/2024 | Avestar Capital LLC | 27,099 | $1.42M | 0.2% | +34.3% | 0.459% | |
2/12/2024 | Focus Financial Network Inc. ADV | 16,787 | $878K | 0.0% | N/A | 0.285% | |
2/10/2024 | Linscomb & Williams Inc. | 169,129 | $8.84M | 0.5% | -6.1% | 2.867% | |
We recommended Nvidia in 2016, now we’re recommending this… (Ad) The AI boom is just getting started.
And the real wealth has still to be made… You must read this new presentation from Porter Stansberry. |
2/9/2024 | SAM Advisors LLC | 171,168 | $8.95M | 3.5% | +3.2% | 2.901% | |
2/9/2024 | CreativeOne Wealth LLC | 10,876 | $569K | 0.0% | -9.4% | 0.184% | |
2/9/2024 | Corient Private Wealth LLC | 207,815 | $10.87M | 0.0% | -9.1% | 3.522% | |
2/8/2024 | Kingsview Wealth Management LLC | 14,835 | $776K | 0.0% | +60.3% | 0.251% | |
2/8/2024 | Wade G W & Inc. | 128,646 | $6.73M | 0.2% | +1.0% | 2.180% | |
2/8/2024 | Schiavi & Co LLC | 45,065 | $2.36M | 1.0% | +403.8% | 0.764% | |
2/7/2024 | Avantax Advisory Services Inc. | 125,606 | $6.57M | 0.1% | +12.1% | 2.129% | |
2/7/2024 | Berger Financial Group Inc | 58,047 | $3.04M | 0.3% | -1.0% | 0.984% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 2,177 | $114K | 0.0% | -40.4% | 0.037% | |
2/7/2024 | Wealthspire Advisors LLC | 47,932 | $2.51M | 0.0% | -5.9% | 0.812% | |