11/4/2024 | Venturi Wealth Management LLC | 640 | $171K | 0.0% | +67.5% | 0.001% | |
11/4/2024 | Catalytic Wealth RIA LLC | 7,765 | $2.08M | 0.4% | +5.3% | 0.012% | |
11/4/2024 | Proffitt & Goodson Inc. | 609 | $163K | 0.0% | -18.7% | 0.001% | |
11/4/2024 | Noble Family Wealth LLC | 6,830 | $1.83M | 0.5% | -1.4% | 0.010% | |
11/4/2024 | Arvest Investments Inc. | 31,342 | $8.38M | 1.3% | -0.6% | 0.047% | |
11/4/2024 | Meritage Portfolio Management | 15,310 | $4.09M | 0.3% | +36.5% | 0.023% | |
|
11/4/2024 | Brickley Wealth Management | 96,032 | $25.68M | 5.2% | +0.5% | 0.143% | |
11/4/2024 | Disciplined Investments LLC | 11,132 | $2.98M | 1.5% | +1.0% | 0.017% | |
11/2/2024 | Houlihan Financial Resource Group Ltd. | 2,759 | $738K | 0.3% | N/A | 0.004% | |
11/1/2024 | Atria Investments Inc | 65,392 | $17.48M | 0.2% | +6.3% | 0.097% | |
11/1/2024 | Acorn Financial Advisory Services Inc. ADV | 6,333 | $1.69M | 0.3% | -3.6% | 0.009% | |
11/1/2024 | Assetmark Inc. | 1,407,770 | $376.40M | 1.1% | +3.4% | 2.089% | |
11/1/2024 | Verdence Capital Advisors LLC | 10,848 | $2.90M | 0.2% | +1.3% | 0.016% | |
11/1/2024 | Rockbridge Investment Management LCC | 1,898 | $508K | 0.1% | -7.4% | 0.003% | |
11/1/2024 | Shoker Investment Counsel Inc. | 3,083 | $825K | 0.3% | -2.3% | 0.005% | |
11/1/2024 | Holistic Planning LLC | 4,951 | $1.32M | 0.6% | +12.7% | 0.007% | |
11/1/2024 | CWA Asset Management Group LLC | 1,017 | $272K | 0.0% | N/A | 0.002% | |
11/1/2024 | Leavell Investment Management Inc. | 5,371 | $1.44M | 0.1% | +10.7% | 0.008% | |
11/1/2024 | Aspire Wealth Management Corp | 1,857 | $497K | 0.3% | -49.1% | 0.003% | |
11/1/2024 | Summit Global Investments | 818 | $219K | 0.0% | -6.7% | 0.001% | |
11/1/2024 | Winthrop Advisory Group LLC | 811 | $217K | 0.0% | N/A | 0.001% | |
10/31/2024 | TFB Advisors LLC | 9,996 | $2.67M | 0.8% | -1.6% | 0.015% | |
10/31/2024 | Portside Wealth Group LLC | 1,231 | $329K | 0.1% | N/A | 0.002% | |
10/31/2024 | Jmac Enterprises LLC | 33,583 | $8.98M | 1.4% | +9.3% | 0.050% | |
10/31/2024 | WoodTrust Financial Corp | 1,457 | $390K | 0.1% | +6.4% | 0.002% | |
10/31/2024 | Vickerman Investment Advisors Inc. | 6,753 | $1.81M | 0.5% | +1.0% | 0.010% | |
10/31/2024 | Exencial Wealth Advisors LLC | 74,438 | $19.90M | 0.7% | -4.2% | 0.110% | |
10/31/2024 | Spinnaker Trust | 987 | $264K | 0.0% | N/A | 0.001% | |
10/31/2024 | Concurrent Investment Advisors LLC | 6,167 | $1.65M | 0.0% | +75.1% | 0.009% | |
10/30/2024 | White Lighthouse Investment Management Inc. | 760 | $203K | 0.0% | N/A | 0.001% | |
10/30/2024 | Invictus Private Wealth LLC | 1,132 | $303K | 0.0% | -4.3% | 0.002% | |
10/30/2024 | 1834 Investment Advisors Co. | 5,548 | $1.48M | 0.2% | +11.1% | 0.008% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 4,148 | $1.11M | 0.1% | -1.2% | 0.006% | |
10/30/2024 | Focused Wealth Management Inc | 27,883 | $7.46M | 1.0% | +4.1% | 0.041% | |
10/30/2024 | Falcon Wealth Planning | 8,480 | $2.27M | 0.3% | -1.9% | 0.013% | |
10/30/2024 | Crestwood Advisors Group LLC | 11,069 | $2.96M | 0.1% | +7.4% | 0.016% | |
10/30/2024 | United Advisor Group LLC | 2,027 | $542K | 0.1% | +87.7% | 0.003% | |
10/30/2024 | Greenwood Capital Associates LLC | 8,924 | $2.39M | 0.3% | +2.6% | 0.013% | |
10/30/2024 | Moloney Securities Asset Management LLC | 2,096 | $561K | 0.1% | -2.9% | 0.003% | |
10/30/2024 | World Equity Group Inc. | 1,755 | $469K | 0.2% | -24.3% | 0.003% | |
Blackrock’s Sending THIS Crypto Higher on Purpose (Ad) It's a groundbreaking opportunity that could be poised for extraordinary gains.
The catalyst behind this surge is a massive new blockchain development… YES, I WANT THE #1 CRYPTO NOW |
10/30/2024 | Leeward Financial Partners LLC | 20,815 | $5.57M | 2.1% | +2.4% | 0.031% | |
10/30/2024 | QRG Capital Management Inc. | 2,796 | $748K | 0.0% | +39.7% | 0.004% | |
10/30/2024 | Vestor Capital LLC | 165 | $44K | 0.0% | N/A | 0.000% | |
10/30/2024 | Wheelhouse Advisory Group LLC | 2,319 | $620K | 0.4% | -27.6% | 0.003% | |
10/29/2024 | BSW Wealth Partners | 4,868 | $1.30M | 0.2% | -0.8% | 0.007% | |
10/29/2024 | Janney Montgomery Scott LLC | 54,143 | $14.48M | 0.0% | +6.5% | 0.080% | |
10/29/2024 | REDW Wealth LLC | 773 | $207K | 0.1% | N/A | 0.001% | |
10/29/2024 | Carmichael Hill & Associates Inc. | 1,409 | $377K | 0.1% | -10.3% | 0.002% | |
10/29/2024 | Pure Financial Advisors LLC | 958 | $256K | 0.0% | N/A | 0.001% | |
10/29/2024 | Lmcg Investments LLC | 51,236 | $13.70M | 0.8% | -0.5% | 0.076% | |
10/29/2024 | Sage Financial Group Inc. | 61,650 | $16.48M | 1.3% | +0.2% | 0.091% | |
10/29/2024 | Farther Finance Advisors LLC | 1,391 | $372K | 0.0% | -37.0% | 0.002% | |
10/28/2024 | Strategic Financial Partners Ltd. | 3,868 | $1.03M | 0.5% | +3.7% | 0.006% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 11,493 | $3.07M | 0.2% | -4.7% | 0.017% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 12,600 | $3.37M | 0.3% | -7.1% | 0.019% | |
10/28/2024 | Focus Financial Network Inc. | 28,392 | $7.59M | 0.3% | +1.2% | 0.042% | |
10/28/2024 | Stephens Inc. AR | 54,885 | $14.68M | 0.2% | +0.3% | 0.081% | |
10/28/2024 | O ROURKE & COMPANY Inc | 2,425 | $648K | 0.3% | +2.3% | 0.004% | |
10/28/2024 | US Bancorp DE | 200,156 | $53.53M | 0.1% | -39.6% | 0.297% | |
10/28/2024 | Congress Asset Management Co. | 38,675 | $10.34M | 0.1% | -22.7% | 0.057% | |
10/28/2024 | Oldfather Financial Services LLC | 914 | $244K | 0.1% | -20.7% | 0.001% | |
10/25/2024 | Voisard Asset Management Group Inc. | 146 | $39K | 0.0% | N/A | 0.000% | |
10/25/2024 | Fiducient Advisors LLC | 2,724 | $728K | 0.1% | -44.9% | 0.004% | |
10/25/2024 | Sunburst Financial Group LLC | 4,287 | $1.15M | 0.3% | +2.6% | 0.006% | |
10/25/2024 | Pinnacle Associates Ltd. | 4,337 | $1.16M | 0.0% | -21.6% | 0.006% | |
10/25/2024 | Capstone Triton Financial Group LLC | 787 | $211K | 0.1% | N/A | 0.001% | |
10/25/2024 | Cove Private Wealth LLC | 750 | $201K | 0.2% | N/A | 0.001% | |
10/25/2024 | Evermay Wealth Management LLC | 2,952 | $789K | 0.1% | -3.2% | 0.004% | |
10/25/2024 | Edge Financial Advisors LLC | 937 | $250K | 0.2% | N/A | 0.001% | |
10/25/2024 | Golden State Equity Partners | 2,170 | $580K | 0.1% | -33.5% | 0.003% | |
10/25/2024 | GSB Wealth Management LLC | 6,302 | $1.69M | 0.4% | -3.4% | 0.009% | |
10/25/2024 | Eagle Strategies LLC | 1,063 | $284K | 0.1% | +7.6% | 0.002% | |
10/25/2024 | Jacobsen Capital Management | 37,074 | $9.91M | 4.2% | -0.3% | 0.055% | |
10/25/2024 | Valmark Advisers Inc. | 3,487 | $932K | 0.0% | N/A | 0.005% | |
10/25/2024 | American Financial Advisors LLC | 138,885 | $37.13M | 5.1% | -1.9% | 0.206% | |
10/25/2024 | Farmers & Merchants Investments Inc. | 96 | $26K | 0.0% | +68.4% | 0.000% | |
10/25/2024 | MONECO Advisors LLC | 7,278 | $1.95M | 0.2% | +1.1% | 0.011% | |
10/25/2024 | Diversify Advisory Services LLC | 2,541 | $685K | 0.0% | +7.4% | 0.004% | |
10/25/2024 | Integrated Advisors Network LLC | 2,427 | $649K | 0.0% | -6.2% | 0.004% | |
10/25/2024 | Cornerstone Wealth Advisors Inc. | 38,798 | $10.37M | 2.9% | +3.1% | 0.058% | |
10/24/2024 | Smithbridge Asset Management Inc. DE | 5,759 | $1.54M | 0.3% | -0.8% | 0.009% | |
10/24/2024 | Tower View Wealth Management LLC | 15,075 | $4.03M | 2.2% | -0.6% | 0.022% | |
10/24/2024 | Gemmer Asset Management LLC | 15,883 | $4.25M | 0.4% | N/A | 0.024% | |
10/24/2024 | FSA Advisors Inc. | 2,859 | $764K | 0.8% | +1.5% | 0.004% | |
10/24/2024 | Salomon & Ludwin LLC | 1,412 | $378K | 0.0% | -5.1% | 0.002% | |
10/24/2024 | Custom Index Systems LLC | 4,138 | $1.11M | 0.6% | +103.0% | 0.006% | |
10/24/2024 | Richardson Financial Services Inc. | 7,358 | $1.84M | 1.1% | +0.9% | 0.011% | |
10/24/2024 | J.W. Cole Advisors Inc. | 5,822 | $1.56M | 0.1% | +3.1% | 0.009% | |
10/24/2024 | Valley National Advisers Inc. | 17,556 | $4.69M | 0.8% | -23.3% | 0.026% | |
10/24/2024 | Modera Wealth Management LLC | 74,933 | $20.04M | 0.3% | +1.4% | 0.111% | |
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. |
10/24/2024 | GHP Investment Advisors Inc. | 27,105 | $7.25M | 0.3% | -1.1% | 0.040% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 94,990 | $25.40M | 0.1% | +0.3% | 0.141% | |
10/24/2024 | PFG Investments LLC | 1,098 | $294K | 0.0% | -46.6% | 0.002% | |
10/24/2024 | Consolidated Portfolio Review Corp | 5,952 | $1.59M | 0.4% | +1.8% | 0.009% | |
10/24/2024 | Cooksen Wealth LLC | 6,102 | $1.63M | 1.5% | -12.9% | 0.009% | |
10/24/2024 | Horizon Bancorp Inc. IN | 5,758 | $1.54M | 0.7% | +1.3% | 0.009% | |
10/23/2024 | BKM Wealth Management LLC | 2,853 | $763K | 0.3% | +8.1% | 0.004% | |
10/23/2024 | Allworth Financial LP | 3,324 | $889K | 0.0% | -7.2% | 0.005% | |
10/23/2024 | Mayfair Advisory Group LLC | 2,847 | $762K | 0.5% | +11.7% | 0.004% | |
10/23/2024 | Highland Capital Management LLC | 32,255 | $8.62M | 0.5% | +1.2% | 0.048% | |