11/18/2024 | Sunbelt Securities Inc. | 59,698 | $1.99M | 0.2% | +95.9% | 0.130% | |
11/18/2024 | McCarthy Asset Management Inc. | 577,832 | $19.21M | 11.9% | -0.1% | 1.263% | |
11/15/2024 | PYA Waltman Capital LLC | 570,247 | $18.96M | 6.2% | +6.4% | 1.246% | |
11/15/2024 | MML Investors Services LLC | 52,818 | $1.76M | 0.0% | +19.8% | 0.115% | |
11/15/2024 | Jane Street Group LLC | 42,781 | $1.42M | 0.0% | N/A | 0.094% | |
11/15/2024 | Weaver Consulting Group | 43,931 | $1.46M | 0.5% | +7.0% | 0.096% | |
|
11/15/2024 | Stifel Financial Corp | 488,891 | $16.26M | 0.0% | +57.5% | 1.069% | |
11/15/2024 | HighTower Advisors LLC | 154,477 | $5.14M | 0.0% | +11.8% | 0.338% | |
11/15/2024 | Garden State Investment Advisory Services LLC | 198,075 | $6.59M | 1.8% | +22.5% | 0.433% | |
11/15/2024 | Atlas Wealth LLC | 38,322 | $1.27M | 0.5% | +154.6% | 0.084% | |
11/14/2024 | NCM Capital Management LLC | 105,842 | $3.52M | 1.7% | +34.0% | 0.231% | |
11/14/2024 | Rockefeller Capital Management L.P. | 198,297 | $6.59M | 0.0% | +74.7% | 0.433% | |
11/14/2024 | National Wealth Management Group LLC | 206,682 | $6.87M | 4.7% | +6.6% | 0.452% | |
11/13/2024 | D.A. Davidson & CO. | 104,001 | $3.46M | 0.0% | +155.8% | 0.227% | |
11/13/2024 | Patton Albertson Miller Group LLC | 19,372 | $644K | 0.1% | N/A | 0.042% | |
11/13/2024 | Private Trust Co. NA | 8,635 | $287K | 0.0% | +109.1% | 0.019% | |
11/12/2024 | CMG Global Holdings LLC | 91,463 | $3.04M | 1.7% | +6.0% | 0.200% | |
11/12/2024 | Studio Investment Management LLC | 31,030 | $1.03M | 0.2% | +130.6% | 0.068% | |
11/12/2024 | Raymond James Trust N.A. | 9,425 | $313K | 0.0% | +9.2% | 0.021% | |
11/9/2024 | LPL Financial LLC | 4,816,147 | $160.14M | 0.1% | +42.1% | 10.527% | |
11/8/2024 | MTM Investment Management LLC | 169,238 | $5.61M | 2.2% | +17.6% | 0.370% | |
11/7/2024 | Prospera Financial Services Inc | 236,331 | $7.86M | 0.2% | +280.0% | 0.517% | |
11/7/2024 | MidAtlantic Capital Management Inc. | 4,597 | $153K | 0.1% | N/A | 0.010% | |
11/7/2024 | MAI Capital Management | 19,817 | $659K | 0.0% | +46.9% | 0.043% | |
11/6/2024 | Paragon Advisors LLC | 103,673 | $3.45M | 1.1% | +4.3% | 0.227% | |
11/6/2024 | OneDigital Investment Advisors LLC | 249,865 | $8.31M | 0.1% | +50.5% | 0.546% | |
11/5/2024 | Arcus Capital Partners LLC | 342,150 | $11.38M | 4.1% | +7.8% | 0.748% | |
11/5/2024 | Apollon Financial LLC | 13,700 | $456K | 0.1% | +7.9% | 0.030% | |
11/5/2024 | WealthPLAN Partners LLC | 62,022 | $2.06M | 0.3% | +7.6% | 0.136% | |
11/4/2024 | Axxcess Wealth Management LLC | 7,580 | $252K | 0.0% | N/A | 0.017% | |
11/4/2024 | Mayflower Financial Advisors LLC | 33,982 | $1.13M | 0.2% | +83.7% | 0.074% | |
11/2/2024 | Ted Buchan & Co | 10,082 | $335K | 0.2% | -45.7% | 0.022% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 630,118 | $20.95M | 0.4% | +20.3% | 1.377% | |
11/1/2024 | Atria Investments Inc | 12,377 | $412K | 0.0% | +11.3% | 0.027% | |
11/1/2024 | Assetmark Inc. | 1,457 | $48K | 0.0% | N/A | 0.003% | |
11/1/2024 | Carson Advisory Inc. | 146,378 | $4.87M | 3.1% | +12.1% | 0.320% | |
11/1/2024 | Verity Asset Management Inc. | 123,035 | $4.10M | 1.5% | +7.8% | 0.269% | |
10/31/2024 | Sittner & Nelson LLC | 9,144 | $304K | 0.1% | N/A | 0.020% | |
10/31/2024 | Consolidated Planning Corp | 1,043,229 | $34.69M | 5.2% | +0.1% | 2.280% | |
10/31/2024 | GGM Financials LLC | 18,701 | $622K | 0.5% | +3.0% | 0.041% | |
“This Changes Everything” - Trump Hands Millions Massive IRS Gift (Ad) Now it's your time to return the favor by taking advantage of this tax "revenge loophole."
Because even as we wait for Trump's agenda to kick in… >> YES! Send Me My FREE Gold Guide! |
10/31/2024 | Walkner Condon Financial Advisors LLC | 40,115 | $1.33M | 0.3% | +4.6% | 0.088% | |
10/31/2024 | Trademark Financial Management LLC | 17,071 | $568K | 0.5% | +24.1% | 0.037% | |
10/31/2024 | Concurrent Investment Advisors LLC | 17,935 | $596K | 0.0% | N/A | 0.039% | |
10/30/2024 | Financial Security Advisor Inc. | 143,824 | $4.78M | 1.2% | +12.5% | 0.314% | |
10/30/2024 | Beacon Financial Advisory LLC | 133,294 | $4.43M | 1.5% | +29.8% | 0.291% | |
10/29/2024 | Roman Butler Fullerton & Co. | 8,986 | $301K | 0.1% | +21.4% | 0.020% | |
10/29/2024 | Nvwm LLC | 43,329 | $1.44M | 0.4% | -1.8% | 0.095% | |
10/29/2024 | Janney Montgomery Scott LLC | 1,105,030 | $36.74M | 0.1% | -2.4% | 2.415% | |
10/28/2024 | Focus Financial Network Inc. | 84,700 | $2.82M | 0.1% | +11.0% | 0.185% | |
10/28/2024 | Tanglewood Wealth Management Inc. | 107,083 | $3.56M | 0.4% | +0.6% | 0.234% | |
10/25/2024 | JFS Wealth Advisors LLC | 8,500 | $283K | 0.0% | N/A | 0.019% | |
10/25/2024 | Strategic Blueprint LLC | 27,998 | $931K | 0.1% | -1.8% | 0.061% | |
10/25/2024 | Integrated Advisors Network LLC | 21,829 | $726K | 0.0% | +14.2% | 0.048% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 34,858 | $1.16M | 0.2% | +30.0% | 0.076% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 21,365 | $710K | 0.1% | +53.0% | 0.047% | |
10/24/2024 | OMNI 360 Wealth Inc. | 37,454 | $1.25M | 0.8% | +27.0% | 0.082% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 1,163,266 | $38.68M | 0.1% | +88.3% | 2.543% | |
10/23/2024 | Lincoln Capital Corp | 70,535 | $2.35M | 1.0% | -3.2% | 0.154% | |
10/23/2024 | Woodard & Co. Asset Management Group Inc. ADV | 6,163 | $205K | 0.0% | -93.7% | 0.013% | |
10/22/2024 | Macroview Investment Management LLC | 14,864 | $494K | 0.5% | +2.8% | 0.032% | |
10/22/2024 | Private Advisor Group LLC | 336,874 | $11.20M | 0.1% | +29.9% | 0.736% | |
10/22/2024 | Accordant Advisory Group Inc | 253,215 | $8.42M | 6.7% | +0.4% | 0.553% | |
10/22/2024 | Eastern Bank | 229,768 | $7.64M | 0.1% | +0.1% | 0.502% | |
10/22/2024 | Warner Financial Inc. | 30,618 | $1.02M | 0.5% | +17.2% | 0.067% | |
10/21/2024 | Fortis Group Advisors LLC | 655,093 | $21.78M | 4.0% | +66.5% | 1.432% | |
10/21/2024 | Financial Consulate Inc. | 530,192 | $17.63M | 4.7% | -0.2% | 1.159% | |
10/19/2024 | Keener Financial Planning LLC | 1,493 | $49K | 0.0% | N/A | 0.003% | |
10/19/2024 | Compass Ion Advisors LLC | 93,833 | $3.12M | 0.4% | -3.8% | 0.205% | |
10/19/2024 | Atlas Wealth Partners LLC | 9,564 | $318K | 0.5% | -4.8% | 0.021% | |
10/19/2024 | Schaper Benz & Wise Investment Counsel Inc. WI | 24,053 | $800K | 0.1% | +12.6% | 0.053% | |
10/18/2024 | Seamount Financial Group Inc. | 26,129 | $869K | 0.7% | +28.8% | 0.057% | |
10/18/2024 | Harfst & Associates Inc. | 18,835 | $626K | 0.1% | +139.2% | 0.041% | |
10/18/2024 | Commonwealth Equity Services LLC | 3,015,876 | $100.28M | 0.2% | +21.1% | 6.592% | |
10/18/2024 | Raymond James & Associates | 658,571 | $21.90M | 0.0% | +29.0% | 1.439% | |
10/18/2024 | Stratos Wealth Advisors LLC | 101,278 | $3.37M | 0.2% | +26.3% | 0.221% | |
10/17/2024 | Sard Wealth Management Group LLC | 43,359 | $1.44M | 1.0% | +10.7% | 0.095% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 188,574 | $6.27M | 0.9% | +19.0% | 0.412% | |
10/16/2024 | Global Retirement Partners LLC | 185,906 | $6.18M | 0.2% | -2.7% | 0.406% | |
10/16/2024 | Good Life Advisors LLC | 83,548 | $2.78M | 0.2% | +62.9% | 0.183% | |
10/16/2024 | HFG Advisors Inc. | 75,185 | $2.50M | 2.2% | +2.0% | 0.164% | |
10/16/2024 | Cornerstone Wealth Management LLC | 19,201 | $638K | 0.0% | +24.7% | 0.042% | |
10/16/2024 | ERn Financial LLC | 15,225 | $506K | 0.1% | +6.3% | 0.033% | |
10/15/2024 | FMA Wealth Management LLC | 27,819 | $925K | 0.7% | +10.5% | 0.061% | |
10/15/2024 | TTP Investments Inc. | 1,047,752 | $34.84M | 12.0% | +6.6% | 2.290% | |
10/11/2024 | Creative Planning | 13,544 | $450K | 0.0% | +25.7% | 0.030% | |
10/11/2024 | High Net Worth Advisory Group LLC | 59,039 | $1.96M | 0.5% | +12.3% | 0.129% | |
10/10/2024 | Koshinski Asset Management Inc. | 17,009 | $566K | 0.0% | +125.8% | 0.037% | |
10/10/2024 | McCarthy & Cox | 251,396 | $8.36M | 3.2% | +649.3% | 0.549% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 6,608 | $220K | 0.0% | +43.2% | 0.014% | |
10/10/2024 | CRA Financial Services LLC | 45,313 | $1.51M | 0.3% | +41.1% | 0.099% | |
“This Changes Everything” - Trump Hands Millions Massive IRS Gift (Ad) Now it's your time to return the favor by taking advantage of this tax "revenge loophole."
Because even as we wait for Trump's agenda to kick in… >> YES! Send Me My FREE Gold Guide! |
10/10/2024 | Priebe Wealth Holdings LLC | 17,800 | $592K | 0.4% | +143.8% | 0.039% | |
10/9/2024 | ORBA Wealth Advisors L.L.C. | 90,006 | $2.99M | 1.5% | N/A | 0.197% | |
10/9/2024 | Beaumont Financial Advisors LLC | 612,975 | $20.38M | 1.6% | +0.2% | 1.340% | |
10/8/2024 | CWM LLC | 21,083 | $701K | 0.0% | +22.4% | 0.046% | |
10/7/2024 | Miracle Mile Advisors LLC | 226,462 | $7.53M | 0.2% | +41.6% | 0.495% | |
10/7/2024 | Chemistry Wealth Management LLC | 110,360 | $3.67M | 0.9% | +17.4% | 0.241% | |
10/7/2024 | Cora Capital Advisors LLC | 625,388 | $20.79M | 10.2% | +15.9% | 1.367% | |
10/5/2024 | Harbor Investment Advisory LLC | 19,956 | $664K | 0.1% | +33.4% | 0.044% | |
10/5/2024 | Eclectic Associates Inc. ADV | 24,833 | $826K | 0.3% | +187.6% | 0.054% | |
10/3/2024 | CJM Wealth Advisers Ltd. | 35,558 | $1.18M | 0.4% | +9.5% | 0.078% | |