11/1/2024 | Assetmark Inc. | 3,181 | $256K | 0.0% | +20.7% | 0.025% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 7,840 | $631K | 0.1% | -9.6% | 0.062% | |
10/31/2024 | Financial Enhancement Group LLC | 433,112 | $34.86M | 6.2% | -3.1% | 3.410% | |
10/30/2024 | Catalyst Private Wealth LLC | 2,617 | $211K | 0.1% | N/A | 0.021% | |
10/29/2024 | Princeton Global Asset Management LLC | 3,490 | $281K | 0.1% | -20.1% | 0.027% | |
10/25/2024 | 1620 Investment Advisors Inc. | 42,796 | $3.44M | 2.5% | +0.8% | 0.337% | |
|
10/25/2024 | Edge Financial Advisors LLC | 31,911 | $2.57M | 2.3% | N/A | 0.251% | |
10/25/2024 | Eagle Strategies LLC | 85,722 | $6.90M | 1.2% | -11.0% | 0.675% | |
10/24/2024 | Capital Advisors Ltd. LLC | 14,705 | $1.18M | 0.1% | +0.9% | 0.116% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 65,812 | $5.30M | 0.0% | -0.3% | 0.518% | |
10/23/2024 | Element Wealth LLC | 17,345 | $1.40M | 0.7% | +1.3% | 0.137% | |
10/23/2024 | SimpliFi Inc. | 259,780 | $20.91M | 9.3% | -1.5% | 2.046% | |
10/22/2024 | McAdam LLC | 10,488 | $844K | 0.0% | -2.1% | 0.083% | |
10/22/2024 | Private Advisor Group LLC | 216,669 | $17.44M | 0.1% | +21.8% | 1.706% | |
10/18/2024 | Warren Street Wealth Advisors LLC | 31,895 | $2.57M | 1.1% | +2.7% | 0.251% | |
10/11/2024 | Creative Planning | 5,473 | $440K | 0.0% | N/A | 0.043% | |
10/11/2024 | CX Institutional | 171,948 | $13.84M | 0.6% | -1.5% | 1.354% | |
10/8/2024 | CWM LLC | 4,112 | $331K | 0.0% | -7.9% | 0.032% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 104,904 | $8.44M | 0.3% | +4.2% | 0.826% | |
10/8/2024 | Williams & Novak LLC | 2,793 | $225K | 0.2% | N/A | 0.022% | |
10/7/2024 | KWB Wealth | 154,522 | $11.55M | 1.5% | +4.0% | 1.217% | |
10/3/2024 | Johnson & White Wealth Management LLC | 56,847 | $4.58M | 3.9% | -5.3% | 0.448% | |
9/5/2024 | Sanctuary Advisors LLC | 12,126 | $904K | 0.0% | N/A | 0.095% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 11,659 | $871K | 0.0% | N/A | 0.092% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 39,341 | $2.94M | 0.0% | -3.9% | 0.310% | |
8/16/2024 | NewEdge Advisors LLC | 67,410 | $5.04M | 0.0% | +2.6% | 0.531% | |
8/14/2024 | Bank of Montreal Can | 6,635 | $506K | 0.0% | -51.8% | 0.052% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 53,674 | $4.01M | 0.0% | -40.8% | 0.423% | |
8/10/2024 | L & S Advisors Inc | 18,386 | $1.37M | 0.2% | +1.1% | 0.145% | |
8/8/2024 | Envestnet Asset Management Inc. | 482,385 | $36.05M | 0.0% | -10.0% | 3.798% | |
8/8/2024 | Eagle Strategies LLC | 96,264 | $7.20M | 1.4% | +1,196.1% | 0.758% | |
8/8/2024 | LPL Financial LLC | 817,124 | $61.07M | 0.0% | +2.1% | 6.434% | |
8/7/2024 | Vantage Financial Partners LLC | 11,379 | $850K | 0.2% | -3.5% | 0.090% | |
8/7/2024 | Lane & Associates LLC | 77,781 | $5.81M | 3.4% | -14.9% | 0.612% | |
8/6/2024 | Adapt Wealth Advisors LLC | 86,454 | $6.46M | 4.0% | -15.4% | 0.681% | |
8/6/2024 | Intelligence Driven Advisers LLC | 909,203 | $67.95M | 9.6% | +1.8% | 7.159% | |
8/5/2024 | Private Advisor Group LLC | 177,924 | $13.30M | 0.1% | +5.4% | 1.401% | |
8/2/2024 | Financial Enhancement Group LLC | 446,893 | $33.85M | 4.9% | +9.2% | 3.519% | |
8/1/2024 | Valmark Advisers Inc. | 3,320 | $248K | 0.0% | N/A | 0.026% | |
7/31/2024 | Aptus Capital Advisors LLC | 125,574 | $9.39M | 0.2% | +6.6% | 0.989% | |
Bill Gates’s Next Big AI Bet: Stargate (Ad) In February 2016… when almost nobody was talking about artificial intelligence….
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7/31/2024 | Sage Mountain Advisors LLC | 60,854 | $4.55M | 0.4% | -2.5% | 0.479% | |
7/31/2024 | Commonwealth Equity Services LLC | 116,755 | $8.73M | 0.0% | +0.9% | 0.919% | |
7/30/2024 | TFB Advisors LLC | 4,699 | $351K | 0.1% | -4.5% | 0.037% | |
7/30/2024 | Hobart Private Capital LLC | 70,471 | $5.27M | 1.5% | -38.4% | 0.555% | |
7/29/2024 | Financial Advocates Investment Management | 2,768 | $207K | 0.0% | -6.0% | 0.022% | |
7/26/2024 | Walkner Condon Financial Advisors LLC | 8,673 | $648K | 0.1% | -5.7% | 0.068% | |
7/25/2024 | SimpliFi Inc. | 263,829 | $19.72M | 9.1% | +0.5% | 2.077% | |
7/25/2024 | Levy Wealth Management Group LLC | 68,891 | $5.15M | 1.3% | -6.3% | 0.542% | |
7/25/2024 | Financial Guidance Group Inc. | 125,574 | $9.39M | 5.8% | +6.6% | 0.989% | |
7/24/2024 | McAdam LLC | 10,718 | $801K | 0.0% | +11.5% | 0.084% | |
7/23/2024 | 1620 Investment Advisors Inc. | 42,473 | $3.17M | 2.4% | +2.1% | 0.334% | |
7/23/2024 | Orgel Wealth Management LLC | 4,310 | $322K | 0.0% | +10.1% | 0.034% | |
7/19/2024 | Johnson & White Wealth Management LLC | 60,051 | $4.49M | 4.3% | -2.9% | 0.473% | |
7/19/2024 | Western Wealth Management LLC | 21,347 | $1.60M | 0.1% | +3.5% | 0.168% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 65,988 | $4.93M | 0.0% | -8.2% | 0.520% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 100,723 | $7.53M | 0.2% | -31.0% | 0.793% | |
7/11/2024 | CX Institutional | 174,482 | $13.04M | 0.6% | -0.3% | 1.374% | |
7/10/2024 | Simplicity Wealth LLC | 2,808 | $210K | 0.0% | N/A | 0.022% | |
7/10/2024 | CWM LLC | 4,466 | $334K | 0.0% | -60.9% | 0.035% | |
7/9/2024 | Park Avenue Securities LLC | 10,503 | $785K | 0.0% | +23.1% | 0.083% | |
7/2/2024 | First Hawaiian Bank | 226,616 | $16.94M | 0.6% | -31.6% | 1.784% | |
5/23/2024 | ARQ Wealth Advisors LLC | 113,226 | $8.62M | 3.7% | +27.2% | 0.892% | |
5/20/2024 | Virtu Financial LLC | 4,711 | $358K | 0.0% | N/A | 0.037% | |
5/16/2024 | Jane Street Group LLC | 218,931 | $16.66M | 0.0% | +3.9% | 1.724% | |
5/15/2024 | Flow Traders U.S. LLC | 44,175 | $3.36M | 0.2% | -20.6% | 0.348% | |
5/14/2024 | OLD Mission Capital LLC | 101,795 | $7.75M | 0.1% | +144.6% | 0.802% | |
5/7/2024 | PFG Advisors | 17,286 | $1.32M | 0.1% | +13.2% | 0.136% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 10,980 | $835K | 0.0% | +9.3% | 0.086% | |
5/4/2024 | Geneos Wealth Management Inc. | 35,251 | $2.68M | 0.1% | -6.4% | 0.278% | |
5/3/2024 | TFB Advisors LLC | 4,919 | $363K | 0.1% | +44.8% | 0.039% | |
5/2/2024 | Mutual Advisors LLC | 19,530 | $1.49M | 0.0% | +1.7% | 0.154% | |
5/2/2024 | Adapt Wealth Advisors LLC | 102,230 | $7.78M | 5.5% | N/A | 0.805% | |
5/2/2024 | Vantage Financial Partners LLC | 11,794 | $897K | 0.2% | +5.7% | 0.093% | |
5/1/2024 | Intelligence Driven Advisers LLC | 893,434 | $67.98M | 10.0% | +0.3% | 7.035% | |
5/1/2024 | Financial Guidance Group Inc. | 117,838 | $8.97M | 5.8% | -0.6% | 0.928% | |
4/30/2024 | Private Advisor Group LLC | 168,740 | $12.84M | 0.1% | +3.1% | 1.329% | |
4/29/2024 | Commonwealth Equity Services LLC | 115,732 | $8.81M | 0.0% | +1.4% | 0.911% | |
4/29/2024 | Brio Consultants LLC | 57,216 | $4.35M | 0.7% | -3.9% | 0.451% | |
4/23/2024 | Sweet Financial Partners LLC | 47,962 | $3.65M | 0.8% | +0.3% | 0.375% | |
4/23/2024 | McAdam LLC | 9,612 | $731K | 0.0% | +58.0% | 0.075% | |
4/22/2024 | Edge Financial Advisors LLC | 15,028 | $1.14M | 1.0% | N/A | 0.117% | |
4/20/2024 | KWB Wealth | 153,296 | $11.66M | 1.6% | -0.2% | 1.198% | |
4/19/2024 | Cornerstone Wealth Management LLC | 12,976 | $987K | 0.1% | +1.4% | 0.101% | |
4/18/2024 | Capital Advisors Ltd. LLC | 14,575 | $1.11M | 0.1% | +12.7% | 0.114% | |
4/16/2024 | Seed Wealth Management Inc. | 2,700 | $205K | 0.2% | N/A | 0.021% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 71,891 | $5.47M | 0.0% | -16.6% | 0.562% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 39,491 | $3.01M | 0.1% | -43.8% | 0.309% | |
4/15/2024 | Hobart Private Capital LLC | 114,424 | $8.71M | 2.7% | -28.6% | 0.894% | |
4/15/2024 | Financial Enhancement Group LLC | 409,083 | $30.19M | 5.0% | -4.0% | 3.196% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 145,968 | $11.11M | 0.4% | +6.2% | 1.140% | |
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…
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4/12/2024 | Lane & Associates LLC | 91,427 | $6.96M | 4.4% | +1.0% | 0.714% | |
4/10/2024 | Johnson & White Wealth Management LLC | 61,847 | $4.71M | 3.4% | -4.7% | 0.414% | |
4/10/2024 | Park Avenue Securities LLC | 8,533 | $649K | 0.0% | +22.1% | 0.057% | |
4/10/2024 | Signal Advisors Wealth LLC | 7,632 | $581K | 0.1% | +11.8% | 0.051% | |
4/5/2024 | First Hawaiian Bank | 331,383 | $25.22M | 0.8% | -15.1% | 2.217% | |
3/19/2024 | Warren Street Wealth Advisors LLC | 34,615 | $2.53M | 1.4% | -4.0% | 0.232% | |
2/27/2024 | ARQ Wealth Advisors LLC | 89,016 | $6.51M | 3.9% | +10.8% | 0.595% | |
2/10/2024 | Linscomb & Williams Inc. | 2,810 | $205K | 0.0% | N/A | 0.019% | |
2/9/2024 | 1620 Investment Advisors Inc. | 40,342 | $2.95M | 2.9% | +1.6% | 0.270% | |
2/9/2024 | Journey Strategic Wealth LLC | 25,219 | $1.84M | 0.1% | +17.9% | 0.169% | |