11/4/2024 | Axxcess Wealth Management LLC | 558,654 | $23.06M | 0.6% | +4.7% | 0.235% | |
11/4/2024 | Sigma Planning Corp | 10,336 | $427K | 0.0% | -42.9% | 0.004% | |
11/1/2024 | Atria Investments Inc | 37,775 | $1.56M | 0.0% | -65.6% | 0.016% | |
11/1/2024 | Acorn Financial Advisory Services Inc. ADV | 69,392 | $2.87M | 0.5% | -2.5% | 0.029% | |
11/1/2024 | Klingman & Associates LLC | 18,706 | $772K | 0.0% | N/A | 0.008% | |
11/1/2024 | Assetmark Inc. | 2,212,515 | $91.33M | 0.3% | +10.2% | 0.932% | |
|
11/1/2024 | Verdence Capital Advisors LLC | 5,166 | $213K | 0.0% | -31.3% | 0.002% | |
11/1/2024 | Rockbridge Investment Management LCC | 24,985 | $1.03M | 0.1% | -19.5% | 0.011% | |
11/1/2024 | Rovin Capital UT ADV | 13,211 | $545K | 0.2% | +100.5% | 0.006% | |
11/1/2024 | Financial Strategies Group Inc. | 563,116 | $23.32M | 5.0% | +1.0% | 0.237% | |
11/1/2024 | Bensler LLC | 6,623 | $273K | 0.0% | -39.1% | 0.003% | |
11/1/2024 | Lifestyle Asset Management Inc. | 27,227 | $1.12M | 0.6% | +2.8% | 0.011% | |
10/31/2024 | NavPoint Financial Inc. | 35,868 | $1.48M | 1.2% | -46.5% | 0.015% | |
10/31/2024 | Portside Wealth Group LLC | 99,447 | $4.11M | 0.7% | +9.4% | 0.042% | |
10/31/2024 | Global Strategic Investment Solutions LLC | 694,503 | $28.67M | 3.4% | -0.6% | 0.293% | |
10/31/2024 | Woodmont Investment Counsel LLC | 333,313 | $13.76M | 1.0% | -0.5% | 0.140% | |
10/31/2024 | Cozad Asset Management Inc. | 23,802 | $983K | 0.1% | -4.0% | 0.010% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 341,396 | $14.09M | 2.9% | +5.8% | 0.144% | |
10/31/2024 | Advisor Resource Council | 16,886 | $697K | 0.3% | N/A | 0.007% | |
10/31/2024 | Financial Enhancement Group LLC | 128,206 | $5.29M | 0.9% | -3.9% | 0.054% | |
10/31/2024 | JNBA Financial Advisors | 1,097,660 | $45.31M | 4.6% | +13.9% | 0.462% | |
10/30/2024 | Maia Wealth LLC | 10,843 | $440K | 0.1% | -2.5% | 0.005% | |
10/30/2024 | Leslie Global Wealth LLC | 62,118 | $2.56M | 1.2% | N/A | 0.026% | |
10/30/2024 | Balentine LLC | 7,674 | $317K | 0.0% | -69.1% | 0.003% | |
10/30/2024 | Flagship Private Wealth LLC | 5,507 | $227K | 0.1% | -17.8% | 0.002% | |
10/30/2024 | Tobias Financial Advisors Inc. | 50,837 | $2.10M | 0.4% | -2.3% | 0.021% | |
10/30/2024 | Financial Partners Group Inc | 57,701 | $2.38M | 0.4% | -1.7% | 0.024% | |
10/30/2024 | Austin Private Wealth LLC | 82,635 | $3.41M | 0.3% | +18.9% | 0.035% | |
10/30/2024 | Catalyst Private Wealth LLC | 15,193 | $627K | 0.3% | +10.1% | 0.006% | |
10/30/2024 | Landmark Wealth Management LLC | 7,704 | $318K | 0.1% | +5.3% | 0.003% | |
10/30/2024 | Chaney Capital Management Inc. | 324,099 | $13.38M | 7.5% | +85.6% | 0.137% | |
10/29/2024 | Ground Swell Capital LLC | 9,397 | $388K | 0.3% | N/A | 0.004% | |
10/29/2024 | Opes Wealth Management LLC | 206,297 | $8.52M | 1.6% | -0.4% | 0.087% | |
10/29/2024 | IAG Wealth Partners LLC | 38,863 | $1.60M | 0.3% | +15.0% | 0.016% | |
10/29/2024 | Pure Financial Advisors LLC | 129,841 | $5.36M | 0.1% | -1.9% | 0.055% | |
10/29/2024 | Forbes Financial Planning Inc. | 73,136 | $3.02M | 2.2% | +8.8% | 0.031% | |
10/29/2024 | Optas LLC | 121,672 | $5.02M | 1.2% | +2.6% | 0.051% | |
10/29/2024 | Clear Creek Financial Management LLC | 42,442 | $1.75M | 0.2% | -7.0% | 0.018% | |
10/29/2024 | Brooklyn FI LLC | 96,716 | $3.99M | 1.4% | -3.2% | 0.041% | |
10/29/2024 | Key Financial Inc | 101,007 | $4.17M | 0.9% | -4.3% | 0.043% | |
The centerpiece of Trump’s crypto’s masterplan … (Ad) Donald Trump wants to be America’s first crypto president.
He was the keynote speaker at the recent Bitcoin conference in Nashville …
Where he told an adoring crowd that the U.S. would become …
“The crypto capital of the planet and the Bitcoin superpower of the world.” Click here to find out more about what could be Trump and JD Vance’s favorite coin. |
10/29/2024 | Luken Investment Analytics LLC | 836,546 | $34.53M | 15.9% | -1.0% | 0.352% | |
10/29/2024 | Farther Finance Advisors LLC | 62,928 | $2.60M | 0.1% | +16.3% | 0.027% | |
10/29/2024 | Private Wealth Group LLC | 9,702 | $400K | 0.2% | -8.7% | 0.004% | |
10/29/2024 | Capital Advisors Inc. OK | 43,961 | $1.82M | 0.0% | -23.6% | 0.019% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 89,216 | $3.68M | 0.2% | -0.9% | 0.038% | |
10/28/2024 | Fonville Wealth Management LLC | 109,597 | $4.52M | 1.6% | +14.2% | 0.046% | |
10/28/2024 | Values Added Financial LLC | 170,717 | $7.05M | 4.4% | +6.0% | 0.072% | |
10/28/2024 | Valued Wealth Advisors LLC | 19,104 | $789K | 0.5% | +14.7% | 0.008% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 108,675 | $4.49M | 0.4% | +2.1% | 0.046% | |
10/28/2024 | Focus Financial Network Inc. | 6,906 | $285K | 0.0% | +14.1% | 0.003% | |
10/28/2024 | Penobscot Wealth Management | 13,982 | $577K | 0.3% | -4.8% | 0.006% | |
10/28/2024 | IRON Financial LLC | 29,640 | $1.22M | 0.7% | -1.5% | 0.012% | |
10/28/2024 | United Asset Strategies Inc. | 15,590 | $644K | 0.1% | +107.7% | 0.007% | |
10/28/2024 | Rosenberg Matthew Hamilton | 27,995 | $1.16M | 0.3% | +3.4% | 0.012% | |
10/28/2024 | US Bancorp DE | 9,135 | $377K | 0.0% | -32.4% | 0.004% | |
10/28/2024 | Austin Wealth Management LLC | 6,169 | $258K | 0.1% | -7.5% | 0.003% | |
10/28/2024 | Meitav Investment House Ltd. | 55,072 | $2.12M | 0.0% | -1.4% | 0.023% | |
10/25/2024 | Financial Advocates Investment Management | 71,225 | $2.95M | 0.2% | +7.5% | 0.030% | |
10/25/2024 | Strategic Financial Planning Inc. | 43,495 | $1.80M | 1.2% | +9.7% | 0.018% | |
10/25/2024 | Diversify Wealth Management LLC | 27,137 | $1.10M | 0.1% | +16.4% | 0.011% | |
10/25/2024 | ADE LLC | 100,980 | $4.17M | 2.6% | -0.2% | 0.043% | |
10/25/2024 | First Trust Direct Indexing L.P. | 10,879 | $449K | 0.0% | +24.5% | 0.005% | |
10/25/2024 | Better Money Decisions LLC | 221,956 | $9.16M | 6.5% | +1.6% | 0.093% | |
10/25/2024 | Fidelis Capital Partners LLC | 7,793 | $317K | 0.0% | N/A | 0.003% | |
10/25/2024 | Valmark Advisers Inc. | 540,706 | $22.32M | 0.3% | -0.6% | 0.228% | |
10/25/2024 | Abich Financial Wealth Management LLC | 72,752 | $3.00M | 6.7% | -53.9% | 0.031% | |
10/25/2024 | Diversify Advisory Services LLC | 44,538 | $1.82M | 0.1% | +34.8% | 0.019% | |
10/25/2024 | MBA Advisors LLC | 55,450 | $2.29M | 1.1% | -23.0% | 0.023% | |
10/25/2024 | Brown Financial Advisory | 144,152 | $5.95M | 4.2% | -3.8% | 0.061% | |
10/25/2024 | Gateway Wealth Partners LLC | 6,624 | $273K | 0.1% | +8.9% | 0.003% | |
10/25/2024 | Cantor Fitzgerald Investment Advisors L.P. | 25,203 | $1.04M | 0.1% | N/A | 0.011% | |
10/25/2024 | Worth Financial Advisory Group LLC | 39,063 | $1.61M | 0.9% | +12.6% | 0.016% | |
10/25/2024 | Pallas Capital Advisors LLC | 24,189 | $982K | 0.0% | -6.4% | 0.010% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 54,126 | $2.23M | 0.3% | +2.4% | 0.023% | |
10/24/2024 | Forbes J M & Co. LLP | 263,425 | $10.87M | 1.1% | -1.2% | 0.111% | |
10/24/2024 | Family Investment Center Inc. | 21,322 | $880K | 0.2% | -3.3% | 0.009% | |
10/24/2024 | FSA Advisors Inc. | 8,117 | $309K | 0.3% | +11.0% | 0.003% | |
10/24/2024 | Salomon & Ludwin LLC | 11,834 | $489K | 0.0% | +7.7% | 0.005% | |
10/24/2024 | Peterson Wealth Advisors LLC | 37,090 | $1.53M | 0.3% | +1.1% | 0.016% | |
10/24/2024 | Montz Harcus Wealth Management LLC | 16,177 | $668K | 0.4% | +3.3% | 0.007% | |
10/24/2024 | Richardson Financial Services Inc. | 81,253 | $3.07M | 1.9% | +2.6% | 0.034% | |
10/24/2024 | Paradigm Strategies in Wealth Management LLC | 7,650 | $316K | 0.2% | -4.8% | 0.003% | |
10/24/2024 | AllGen Financial Advisors Inc. | 35,304 | $1.46M | 0.5% | -56.7% | 0.015% | |
10/24/2024 | Bristlecone Advisors LLC | 99,034 | $4.09M | 0.3% | -5.8% | 0.042% | |
10/24/2024 | Modera Wealth Management LLC | 5,902 | $244K | 0.0% | N/A | 0.002% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 1,061,635 | $43.82M | 0.1% | -11.3% | 0.447% | |
10/24/2024 | Cooksen Wealth LLC | 14,569 | $601K | 0.6% | -15.0% | 0.006% | |
10/23/2024 | Outlook Wealth Advisors LLC | 43,886 | $1.81M | 0.5% | +2.6% | 0.018% | |
10/23/2024 | Allworth Financial LP | 6,297,465 | $259.96M | 1.6% | +1.1% | 2.653% | |
10/23/2024 | BayBridge Capital Group LLC | 60,910 | $2.51M | 1.8% | +1.1% | 0.026% | |
The centerpiece of Trump’s crypto’s masterplan … (Ad) Donald Trump wants to be America’s first crypto president.
He was the keynote speaker at the recent Bitcoin conference in Nashville …
Where he told an adoring crowd that the U.S. would become …
“The crypto capital of the planet and the Bitcoin superpower of the world.” Click here to find out more about what could be Trump and JD Vance’s favorite coin. |
10/23/2024 | West Wealth Group LLC | 80,828 | $3.34M | 1.1% | -39.4% | 0.034% | |
10/23/2024 | MA Private Wealth | 19,990 | $825K | 0.2% | -82.3% | 0.008% | |
10/23/2024 | Ballentine Partners LLC | 522,636 | $21.57M | 0.4% | -1.7% | 0.220% | |
10/23/2024 | Mason & Associates Inc | 54,063 | $2.23M | 0.6% | +29.0% | 0.023% | |
10/23/2024 | Impact Partnership Wealth LLC | 446,854 | $18.45M | 4.1% | +52.4% | 0.188% | |
10/23/2024 | Grimes & Company Inc. | 83,050 | $3.43M | 0.1% | -1.3% | 0.035% | |
10/23/2024 | Grey Fox Wealth Advisors LLC | 162,912 | $6.73M | 1.9% | +32.2% | 0.069% | |
10/22/2024 | McAdam LLC | 77,000 | $3.18M | 0.2% | +0.8% | 0.032% | |
10/22/2024 | Iron Horse Wealth Management LLC | 1,970 | $81K | 0.0% | -13.5% | 0.001% | |
10/22/2024 | David Kennon Inc | 158,962 | $6.56M | 2.6% | +1.3% | 0.067% | |