11/5/2024 | Northwest Wealth Management LLC | 3,529 | $445K | 0.1% | -9.5% | 0.005% | |
11/4/2024 | Noble Family Wealth LLC | 27,043 | $3.41M | 0.9% | +0.5% | 0.038% | |
11/1/2024 | Atria Investments Inc | 11,697 | $1.47M | 0.0% | -10.1% | 0.016% | |
11/1/2024 | SilverOak Wealth Management LLC | 8,778 | $1.11M | 0.2% | -2.3% | 0.012% | |
11/1/2024 | Klingman & Associates LLC | 4,733 | $596K | 0.0% | +80.4% | 0.007% | |
11/1/2024 | Assetmark Inc. | 788,494 | $99.32M | 0.3% | -0.3% | 1.097% | |
|
11/1/2024 | Rockbridge Investment Management LCC | 5,568 | $701K | 0.1% | -2.7% | 0.008% | |
11/1/2024 | Galvin Gaustad & Stein LLC | 199,225 | $25.09M | 2.2% | -3.6% | 0.277% | |
11/1/2024 | Beckerman Institutional LLC | 4,924 | $620K | 0.5% | N/A | 0.007% | |
10/31/2024 | TFB Advisors LLC | 5,043 | $635K | 0.2% | -6.0% | 0.007% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 28,715 | $3.62M | 0.7% | -5.3% | 0.040% | |
10/31/2024 | Spinnaker Trust | 120,210 | $15.14M | 0.9% | -0.7% | 0.167% | |
10/31/2024 | Concurrent Investment Advisors LLC | 10,250 | $1.29M | 0.0% | N/A | 0.014% | |
10/30/2024 | RTD Financial Advisors Inc. | 70,127 | $8.83M | 1.1% | -0.3% | 0.098% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 9,941 | $1.25M | 0.1% | +4.0% | 0.014% | |
10/30/2024 | Falcon Wealth Planning | 28,032 | $3.53M | 0.4% | -60.1% | 0.039% | |
10/30/2024 | Landmark Wealth Management LLC | 29,009 | $3.65M | 1.6% | N/A | 0.040% | |
10/30/2024 | PDS Planning Inc | 15,569 | $1.96M | 0.2% | -15.2% | 0.022% | |
10/30/2024 | QRG Capital Management Inc. | 1,898 | $239K | 0.0% | N/A | 0.003% | |
10/29/2024 | Ground Swell Capital LLC | 5,050 | $636K | 0.6% | N/A | 0.007% | |
10/29/2024 | Bear Mountain Capital Inc. | 21,698 | $2.66M | 1.0% | -1.5% | 0.030% | |
10/29/2024 | Lodestone Wealth Management LLC | 4,444 | $560K | 0.3% | -12.3% | 0.006% | |
10/29/2024 | GFS Advisors LLC | 26,953 | $3.40M | 0.7% | +1,532.5% | 0.038% | |
10/29/2024 | Janney Montgomery Scott LLC | 175,603 | $22.12M | 0.1% | +0.1% | 0.244% | |
10/29/2024 | Pure Financial Advisors LLC | 10,982 | $1.38M | 0.0% | +1.1% | 0.015% | |
10/29/2024 | Princeton Global Asset Management LLC | 438 | $55K | 0.0% | N/A | 0.001% | |
10/29/2024 | Brooklyn FI LLC | 70,785 | $8.92M | 3.1% | +4.9% | 0.098% | |
10/29/2024 | Symmetry Partners LLC | 82,099 | $10.34M | 2.5% | -82.9% | 0.114% | |
10/29/2024 | Farther Finance Advisors LLC | 3,694 | $465K | 0.0% | +12.1% | 0.005% | |
10/29/2024 | Capital Advisors Inc. OK | 12,979 | $1.64M | 0.0% | -28.6% | 0.018% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 27,397 | $3.45M | 0.3% | +2.4% | 0.038% | |
10/28/2024 | Principal Securities Inc. | 92,036 | $11.59M | 0.3% | +12.6% | 0.128% | |
10/28/2024 | US Bancorp DE | 3,718 | $468K | 0.0% | -16.7% | 0.005% | |
10/28/2024 | Pacific Life Fund Advisors LLC | 38,511 | $4.85M | 0.5% | -1.9% | 0.054% | |
10/28/2024 | Congress Asset Management Co. | 16,193 | $2.04M | 0.0% | -23.9% | 0.023% | |
10/25/2024 | Strategic Financial Planning Inc. | 71,562 | $9.01M | 6.0% | -2.7% | 0.100% | |
10/25/2024 | Diversify Wealth Management LLC | 39,986 | $4.85M | 0.4% | +24.9% | 0.056% | |
10/25/2024 | Pinnacle Associates Ltd. | 19,010 | $2.19M | 0.0% | +34.0% | 0.026% | |
10/25/2024 | Eagle Strategies LLC | 5,270 | $664K | 0.1% | +14.6% | 0.007% | |
10/25/2024 | Aletheian Wealth Advisors LLC | 27,353 | $3.45M | 2.0% | +4.1% | 0.038% | |
2 sentences that change everything you THOUGHT you knew about trading (Ad) If you're like most people, on Friday morning you'll probably follow your set routine: Wake up... eat breakfast... go to work...
But if you say these two sentences to your broker... you could collect as much as $1,250 on Friday... no matter where you live, whether you're working or already retired.
It all has to do with a unique stock market secret that's worked 97% of the time for the past 8 years running. Click here. |
10/25/2024 | Atmos Advisory LLC | 46,822 | $5.90M | 4.2% | +4.1% | 0.065% | |
10/25/2024 | Diversify Advisory Services LLC | 15,667 | $1.91M | 0.1% | -23.9% | 0.022% | |
10/25/2024 | Cornerstone Wealth Advisors Inc. | 24,214 | $3.05M | 0.8% | +3.8% | 0.034% | |
10/25/2024 | Pallas Capital Advisors LLC | 5,167 | $627K | 0.0% | -16.4% | 0.007% | |
10/24/2024 | Nisa Investment Advisors LLC | 212,000 | $26.70M | 0.2% | -15.2% | 0.295% | |
10/24/2024 | Morton Brown Family Wealth LLC | 10,222 | $1.29M | 0.5% | -11.9% | 0.014% | |
10/24/2024 | Anson Capital Inc. | 6,250 | $787K | 0.7% | -10.8% | 0.009% | |
10/24/2024 | Richardson Financial Services Inc. | 4,719 | $555K | 0.3% | +2.0% | 0.007% | |
10/24/2024 | J.W. Cole Advisors Inc. | 5,345 | $673K | 0.0% | +4.2% | 0.007% | |
10/24/2024 | Modera Wealth Management LLC | 55,447 | $6.98M | 0.1% | -0.7% | 0.077% | |
10/24/2024 | GHP Investment Advisors Inc. | 16,501 | $2.08M | 0.1% | -5.4% | 0.023% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 31,214 | $3.93M | 0.0% | +6.3% | 0.043% | |
10/24/2024 | Viewpoint Capital Management LLC | 31,045 | $3.91M | 2.2% | +12.4% | 0.043% | |
10/23/2024 | Allworth Financial LP | 3,184 | $401K | 0.0% | -2.9% | 0.004% | |
10/23/2024 | Ballentine Partners LLC | 15,006 | $1.89M | 0.0% | -1.3% | 0.021% | |
10/23/2024 | Silver Oak Securities Incorporated | 7,148 | $900K | 0.1% | +4,285.3% | 0.010% | |
10/23/2024 | Tectonic Advisors LLC | 16,007 | $2.02M | 0.1% | +8.3% | 0.022% | |
10/23/2024 | Dakota Wealth Management | 1,631 | $205K | 0.0% | N/A | 0.002% | |
10/23/2024 | CENTRAL TRUST Co | 2,742 | $345K | 0.0% | -22.8% | 0.004% | |
10/23/2024 | Tanager Wealth Management LLP | 127,192 | $16.02M | 2.2% | +6.8% | 0.177% | |
10/22/2024 | International Assets Investment Management LLC | 198,465 | $25.00M | 0.0% | +21,148.9% | 0.276% | |
10/22/2024 | McAdam LLC | 3,285 | $414K | 0.0% | -6.7% | 0.005% | |
10/22/2024 | Eagle Bay Advisors LLC | 3,958 | $499K | 0.2% | -2.7% | 0.006% | |
10/22/2024 | Rebalance LLC | 27,869 | $3.51M | 0.3% | +0.4% | 0.039% | |
10/22/2024 | Private Advisor Group LLC | 2,836 | $357K | 0.0% | -5.1% | 0.004% | |
10/22/2024 | Pictet North America Advisors SA | 18,581 | $2.34M | 0.2% | -9.0% | 0.026% | |
10/22/2024 | Warner Financial Inc. | 5,868 | $739K | 0.3% | -7.6% | 0.008% | |
10/22/2024 | Sequoia Financial Advisors LLC | 2,551 | $321K | 0.0% | +47.5% | 0.004% | |
10/21/2024 | Integrity Wealth Solutions LLC | 20,888 | $2.63M | 1.5% | +2.6% | 0.029% | |
10/21/2024 | Trilogy Capital Inc. | 16,291 | $2.05M | 0.1% | -2.2% | 0.023% | |
10/19/2024 | Columbus Macro LLC | 21,387 | $2.69M | 1.0% | -0.8% | 0.030% | |
10/19/2024 | Compass Ion Advisors LLC | 18,102 | $2.28M | 0.3% | -7.4% | 0.025% | |
10/19/2024 | OLD National Bancorp IN | 3,645 | $459K | 0.0% | N/A | 0.005% | |
10/18/2024 | Whitaker Myers Wealth Managers LTD. | 47,123 | $5.94M | 2.0% | +13.4% | 0.066% | |
10/18/2024 | Commonwealth Equity Services LLC | 978,390 | $123.24M | 0.2% | -10.5% | 1.361% | |
10/18/2024 | Raymond James & Associates | 40,520 | $5.10M | 0.0% | +15.8% | 0.056% | |
10/18/2024 | Alpha Financial Advisors LLC | 13,926 | $1.75M | 0.8% | -0.8% | 0.019% | |
10/18/2024 | First Citizens Bank & Trust Co. | 8,627 | $1.09M | 0.0% | -6.1% | 0.012% | |
10/18/2024 | IFG Advisors LLC | 78,666 | $9.91M | 2.1% | +2.1% | 0.109% | |
10/18/2024 | Family CFO Inc | 85,748 | $10.80M | 6.1% | +1.1% | 0.119% | |
10/18/2024 | Sage Financial Management Group Inc. | 41,220 | $5.19M | 2.0% | N/A | 0.057% | |
10/18/2024 | Kohmann Bosshard Financial Services LLC | 66,132 | $8.33M | 1.0% | -2.5% | 0.092% | |
10/17/2024 | Intergy Private Wealth LLC | 12,443 | $1.57M | 0.6% | +5.2% | 0.017% | |
10/17/2024 | Aspiriant LLC | 109,378 | $13.78M | 0.5% | -0.2% | 0.152% | |
10/17/2024 | Fusion Family Wealth LLC | 337,781 | $42.55M | 3.9% | +6.1% | 0.470% | |
10/17/2024 | Harbour Capital Advisors LLC | 10,350 | $1.28M | 0.3% | -12.0% | 0.014% | |
10/16/2024 | Trust Co. of Vermont | 1,478 | $186K | 0.0% | -13.9% | 0.002% | |
10/16/2024 | Bleakley Financial Group LLC | 26,118 | $3.29M | 0.1% | -0.6% | 0.036% | |
10/16/2024 | Halbert Hargrove Global Advisors LLC | 8,722 | $1.10M | 0.1% | -9.2% | 0.012% | |
10/16/2024 | Annapolis Financial Services LLC | 36,629 | $4.61M | 1.4% | -7.7% | 0.051% | |
2 sentences that change everything you THOUGHT you knew about trading (Ad) If you're like most people, on Friday morning you'll probably follow your set routine: Wake up... eat breakfast... go to work...
But if you say these two sentences to your broker... you could collect as much as $1,250 on Friday... no matter where you live, whether you're working or already retired.
It all has to do with a unique stock market secret that's worked 97% of the time for the past 8 years running. Click here. |
10/16/2024 | Asset Dedication LLC | 5,638 | $710K | 0.0% | +1.8% | 0.008% | |
10/15/2024 | Zhang Financial LLC | 12,319 | $1.55M | 0.1% | -3.5% | 0.017% | |
10/11/2024 | Creative Planning | 410,660 | $51.73M | 0.1% | +2.3% | 0.571% | |
10/11/2024 | Kathleen S. Wright Associates Inc. | 16,885 | $2.13M | 0.8% | -0.7% | 0.023% | |
10/11/2024 | ORG Partners LLC | 1,741 | $219K | 0.0% | -54.0% | 0.002% | |
10/11/2024 | ORG Wealth Partners LLC | 2,051 | $258K | 0.1% | N/A | 0.003% | |
10/11/2024 | Patriot Investment Management Group Inc. | 20,002 | $2.52M | 0.2% | -0.6% | 0.028% | |
10/10/2024 | CVA Family Office LLC | 4,400 | $554K | 0.1% | +43.6% | 0.006% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 597 | $75K | 0.0% | -19.3% | 0.001% | |
10/10/2024 | Paragon Capital Management Ltd | 12,290 | $1.55M | 0.3% | +11.9% | 0.017% | |