1/21/2025 | Dynamic Advisor Solutions LLC | 12,036 | $563K | 0.0% | -57.1% | 0.054% | |
1/21/2025 | Montecito Bank & Trust | 9,948 | $465K | 0.1% | -4.0% | 0.045% | |
1/17/2025 | Atomi Financial Group Inc. | 29,192 | $1.37M | 0.1% | N/A | 0.131% | |
1/16/2025 | Wooster Corthell Wealth Management Inc. | 177,197 | $8.29M | 1.8% | +7.1% | 0.798% | |
1/16/2025 | Annex Advisory Services LLC | 2,415,882 | $113.04M | 3.4% | N/A | 10.882% | |
1/16/2025 | Kelly Financial Services LLC | 140,085 | $6.56M | 2.0% | +52.0% | 0.631% | |
1/15/2025 | Ameritas Advisory Services LLC | 47,608 | $2.23M | 0.1% | -54.0% | 0.214% | |
1/14/2025 | Sterling Investment Advisors LLC ADV | 157,518 | $7.37M | 4.3% | +2.7% | 0.710% | |
1/14/2025 | Park Avenue Securities LLC | 72,802 | $3.41M | 0.0% | +26.3% | 0.328% | |
1/14/2025 | Fortis Advisors LLC | 6,290 | $294K | 0.2% | N/A | 0.028% | |
|
1/14/2025 | Signal Advisors Wealth LLC | 14,383 | $673K | 0.1% | +73.9% | 0.065% | |
1/13/2025 | PSI Advisors LLC | 1,705 | $80K | 0.0% | +744.1% | 0.008% | |
1/13/2025 | Miracle Mile Advisors LLC | 1,621,534 | $75.87M | 1.5% | +0.9% | 7.304% | |
1/13/2025 | Claro Advisors LLC | 5,776 | $270K | 0.0% | -4.2% | 0.026% | |
1/10/2025 | Lowe Wealth Advisors LLC | 765 | $36K | 0.0% | -57.1% | 0.003% | |
1/10/2025 | Sugarloaf Wealth Management LLC | 47,560 | $2.23M | 0.4% | -3.8% | 0.214% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 9,209 | $453K | 0.0% | +5.6% | 0.041% | |
12/26/2024 | JPMorgan Chase & Co. | 217,798 | $10.71M | 0.0% | +95.6% | 0.981% | |
11/25/2024 | World Investment Advisors LLC | 4,961 | $244K | 0.0% | N/A | 0.022% | |
11/25/2024 | Sanctuary Advisors LLC | 33,841 | $1.60M | 0.0% | +7.3% | 0.152% | |
11/19/2024 | Invst LLC | 17,487 | $859K | 0.1% | N/A | 0.079% | |
11/15/2024 | High Falls Advisors Inc | 17,232 | $847K | 0.2% | N/A | 0.078% | |
11/15/2024 | MML Investors Services LLC | 78,896 | $3.88M | 0.0% | +536.1% | 0.355% | |
11/15/2024 | Orion Portfolio Solutions LLC | 10,205 | $502K | 0.0% | N/A | 0.046% | |
11/15/2024 | Glen Eagle Advisors LLC | 29,325 | $1.44M | 0.2% | +27.5% | 0.132% | |
11/15/2024 | Stifel Financial Corp | 21,985 | $1.08M | 0.0% | +21.4% | 0.099% | |
11/15/2024 | SWAN Capital LLC | 1,009 | $50K | 0.0% | N/A | 0.005% | |
11/15/2024 | Integrated Wealth Concepts LLC | 122,929 | $6.04M | 0.1% | +8.9% | 0.554% | |
11/15/2024 | HighTower Advisors LLC | 711,682 | $34.97M | 0.0% | +9.2% | 3.206% | |
11/14/2024 | Icon Wealth Advisors LLC | 17,306 | $851K | 0.1% | -17.0% | 0.078% | |
11/14/2024 | CreativeOne Wealth LLC | 60,474 | $2.97M | 0.1% | +7.4% | 0.272% | |
11/13/2024 | FMR LLC | 1,548,893 | $76.13M | 0.0% | +166,986.6% | 6.977% | |
11/13/2024 | Private Trust Co. NA | 2,459 | $121K | 0.0% | +27.4% | 0.011% | |
11/12/2024 | Icon Wealth Advisors LLC | 1,079 | $53K | 0.0% | -94.8% | 0.005% | |
11/12/2024 | Running Point Capital Advisors LLC | 5,584 | $274K | 0.1% | +19.8% | 0.025% | |
11/8/2024 | First Horizon Advisors Inc. | 1,865 | $92K | 0.0% | N/A | 0.008% | |
11/8/2024 | Wrapmanager Inc. | 68,508 | $3.37M | 0.9% | +25.1% | 0.309% | |
11/7/2024 | AMG National Trust Bank | 10,350 | $509K | 0.0% | -4.6% | 0.047% | |
11/7/2024 | Claro Advisors LLC | 6,029 | $296K | 0.0% | +20.8% | 0.027% | |
11/6/2024 | OneDigital Investment Advisors LLC | 10,574 | $520K | 0.0% | -8.5% | 0.048% | |
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11/4/2024 | Migdal Insurance & Financial Holdings Ltd. | 166,276 | $8.17M | 0.1% | -22.7% | 0.749% | |
11/2/2024 | RKL Wealth Management LLC | 154,234 | $7.58M | 0.7% | -1.5% | 0.695% | |
11/1/2024 | Assetmark Inc. | 244,403 | $12.01M | 0.0% | N/A | 1.101% | |
10/31/2024 | JB Capital LLC | 28,764 | $1.41M | 0.1% | N/A | 0.130% | |
10/31/2024 | Advisor Resource Council | 8,672 | $426K | 0.2% | N/A | 0.039% | |
10/31/2024 | LGT Financial Advisors LLC | 3,557 | $175K | 0.4% | N/A | 0.016% | |
10/31/2024 | Family Asset Management LLC | 19,470 | $957K | 0.6% | N/A | 0.088% | |
10/30/2024 | Ameritas Advisory Services LLC | 103,443 | $5.08M | 0.2% | -33.4% | 0.466% | |
10/28/2024 | Cambiar Investors LLC | 13,502 | $664K | 0.0% | -69.3% | 0.061% | |
10/28/2024 | Fonville Wealth Management LLC | 144,049 | $7.08M | 2.4% | +41.8% | 0.649% | |
10/28/2024 | Petra Financial Advisors Inc. | 49,710 | $2.44M | 1.6% | +278.1% | 0.224% | |
10/28/2024 | Meitav Investment House Ltd. | 18,613 | $913K | 0.0% | -1.8% | 0.084% | |
10/25/2024 | Integrated Advisors Network LLC | 123,791 | $6.08M | 0.3% | -0.3% | 0.558% | |
10/24/2024 | Colton Groome Financial Advisors LLC | 154,564 | $7.60M | 2.8% | -1.9% | 0.696% | |
10/24/2024 | ShoreHaven Wealth Partners LLC | 39,163 | $1.93M | 0.9% | -20.2% | 0.176% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 8,717 | $428K | 0.0% | +15.8% | 0.039% | |
10/24/2024 | NorthCrest Asset Manangement LLC | 84,182 | $4.14M | 0.1% | -0.7% | 0.379% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 58,130 | $2.86M | 0.0% | +0.6% | 0.262% | |
10/23/2024 | Parcion Private Wealth LLC | 297,062 | $14.60M | 1.2% | +0.2% | 1.338% | |
10/23/2024 | West Wealth Group LLC | 4,926 | $242K | 0.1% | -5.3% | 0.022% | |
10/22/2024 | International Assets Investment Management LLC | 96,334 | $4.74M | 0.0% | +4,815.0% | 0.434% | |
10/22/2024 | Private Advisor Group LLC | 23,345 | $1.15M | 0.0% | N/A | 0.105% | |
10/22/2024 | Eastern Bank | 818,424 | $40.23M | 0.7% | +1.3% | 3.687% | |
10/22/2024 | Wooster Corthell Wealth Management Inc. | 165,407 | $8.13M | 1.7% | -14.7% | 0.745% | |
10/17/2024 | Claro Advisors LLC | 5,650 | $255K | 0.0% | +13.2% | 0.025% | |
10/11/2024 | Creative Planning | 169,149 | $8.31M | 0.0% | +0.7% | 0.762% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 3,855 | $189K | 0.0% | N/A | 0.017% | |
10/10/2024 | Simplicity Wealth LLC | 12,488 | $614K | 0.1% | +73.9% | 0.056% | |
10/9/2024 | GEM Asset Management LLC | 7,175 | $347K | 0.2% | -26.9% | 0.032% | |
10/9/2024 | Kelly Financial Services LLC | 92,191 | $4.53M | 1.7% | +42.0% | 0.415% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 20,920 | $1.03M | 0.1% | N/A | 0.094% | |
10/8/2024 | Sugarloaf Wealth Management LLC | 49,459 | $2.43M | 0.5% | +1.9% | 0.223% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 28,037 | $1.38M | 0.0% | -27.9% | 0.126% | |
10/7/2024 | Miracle Mile Advisors LLC | 1,607,666 | $79.02M | 1.8% | +5.4% | 7.242% | |
10/3/2024 | Park Avenue Securities LLC | 57,648 | $2.83M | 0.0% | N/A | 0.260% | |
10/3/2024 | Pacific Wealth Management | 513,195 | $25.22M | 11.7% | +4.2% | 2.312% | |
10/2/2024 | Lowe Wealth Advisors LLC | 1,785 | $88K | 0.0% | -18.3% | 0.008% | |
9/5/2024 | Sanctuary Advisors LLC | 31,535 | $1.46M | 0.0% | N/A | 0.142% | |
8/22/2024 | Cetera Investment Advisers | 153,217 | $7.18M | 0.0% | +143.1% | 0.690% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 3,417 | $160K | 0.0% | +17.6% | 0.015% | |
8/16/2024 | Creative Planning | 167,994 | $7.87M | 0.0% | -4.4% | 0.757% | |
8/14/2024 | Squarepoint Ops LLC | 9,916 | $465K | 0.0% | N/A | 0.045% | |
8/14/2024 | Treynor Bancshares Inc. | 22,351 | $1.05M | 1.1% | -48.5% | 0.101% | |
8/14/2024 | Bank of Montreal Can | 29,900 | $1.41M | 0.0% | N/A | 0.135% | |
8/13/2024 | AE Wealth Management LLC | 46,082 | $2.16M | 0.0% | N/A | 0.208% | |
8/9/2024 | Financial Life Advisors | 12,947 | $607K | 0.2% | -3.7% | 0.058% | |
8/8/2024 | Wrapmanager Inc. | 54,761 | $2.57M | 0.7% | +9.9% | 0.247% | |
8/8/2024 | LPL Financial LLC | 771,213 | $36.14M | 0.0% | -1.0% | 3.474% | |
8/7/2024 | Liberty Wealth Management LLC | 12,418 | $582K | 0.0% | N/A | 0.056% | |
8/7/2024 | Prudential PLC | 38,795 | $1.82M | 0.0% | +11.3% | 0.175% | |
$2 Trillion Disappears Because of Fed's Secretive New Move (Ad) $2 trillion has disappeared from the US government's books.
The reason why is a new, secretive move being carried out by the Fed that has nothing to do with lowering or raising interest rates... but could soon have an enormous impact on your wealth. Click here to see his new research now. |
8/6/2024 | Parcion Private Wealth LLC | 296,552 | $13.90M | 1.3% | +1.5% | 1.336% | |
8/1/2024 | West Wealth Group LLC | 5,199 | $244K | 0.1% | N/A | 0.023% | |
8/1/2024 | SeaBridge Investment Advisors LLC | 87,050 | $4.08M | 1.1% | +4.1% | 0.392% | |
8/1/2024 | Claro Advisors LLC | 4,989 | $234K | 0.0% | N/A | 0.022% | |
7/31/2024 | Commonwealth Equity Services LLC | 88,970 | $4.17M | 0.0% | +88.7% | 0.401% | |
7/30/2024 | Fonville Wealth Management LLC | 101,573 | $4.76M | 1.9% | +34.7% | 0.458% | |
7/30/2024 | International Assets Investment Management LLC | 1,960 | $92K | 0.0% | N/A | 0.009% | |
7/29/2024 | Ameritas Advisory Services LLC | 155,232 | $7.27M | 0.3% | -3.8% | 0.699% | |
7/29/2024 | Migdal Insurance & Financial Holdings Ltd. | 215,189 | $10.08M | 0.2% | +8.8% | 0.969% | |
7/29/2024 | Meitav Investment House Ltd. | 18,963 | $887K | 0.0% | -2.5% | 0.085% | |