| 5/17/2024 | National Wealth Management Group LLC | 18,370 | $587K | 0.5% | -27.3% | 0.002% | |
| 5/17/2024 | Investmark Advisory Group LLC | 240,432 | $7.68M | 4.2% | -0.6% | 0.028% | |
| 5/17/2024 | Comerica Bank | 2,019,955 | $64.54M | 0.3% | -9.5% | 0.233% | |
| 5/16/2024 | Jane Street Group LLC | 331,019 | $10.58M | 0.0% | -44.2% | 0.038% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 12,768 | $408K | 0.0% | +60.7% | 0.001% | |
| 5/16/2024 | WMS Partners LLC | 910,796 | $29.10M | 2.0% | -0.3% | 0.105% | |
|
| 5/16/2024 | Captrust Financial Advisors | 800,518 | $25.58M | 0.1% | -3.7% | 0.092% | |
| 5/15/2024 | Ascent Group LLC | 17,467 | $558K | 0.0% | -5.7% | 0.002% | |
| 5/15/2024 | Beaird Harris Wealth Management LLC | 54,565 | $1.74M | 0.2% | -1.4% | 0.006% | |
| 5/15/2024 | CoreFirst Bank & Trust | 8,003 | $256K | 0.2% | +274.7% | 0.001% | |
| 5/15/2024 | Kestra Advisory Services LLC | 1,842,407 | $58.87M | 0.4% | +6.8% | 0.213% | |
| 5/15/2024 | Plancorp LLC | 10,977,943 | $350.75M | 15.2% | -0.4% | 1.266% | |
| 5/15/2024 | LRI Investments LLC | 2,373,643 | $75.06M | 10.0% | N/A | 0.274% | |
| 5/14/2024 | Capital Group Private Client Services Inc. | 300,260 | $9.59M | 0.1% | +0.1% | 0.035% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 6,896 | $220K | 0.0% | N/A | 0.001% | |
| 5/14/2024 | EP Wealth Advisors LLC | 991,531 | $31.68M | 0.4% | +0.8% | 0.114% | |
| 5/14/2024 | Freestone Capital Holdings LLC | 91,975 | $2.94M | 0.1% | -7.6% | 0.011% | |
| 5/14/2024 | CreativeOne Wealth LLC | 143,668 | $4.59M | 0.2% | +291.3% | 0.017% | |
| 5/14/2024 | Delap Wealth Advisory LLC | 460,397 | $14.71M | 5.9% | +8.3% | 0.053% | |
| 5/14/2024 | Andrews Lucia Wealth Management LLC | 1,914,576 | $61.17M | 43.6% | +1.1% | 0.221% | |
| 5/14/2024 | TFO Wealth Partners LLC | 4,314,809 | $137.86M | 26.7% | -3.4% | 0.498% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 1,878,062 | $60.00M | 7.0% | -7.8% | 0.217% | |
| 5/14/2024 | Northwest Wealth Management LLC | 1,200,730 | $38.36M | 10.5% | -0.2% | 0.139% | |
| 5/14/2024 | Mattern Wealth Management LLC | 462,578 | $14.78M | 3.6% | +1.6% | 0.053% | |
| 5/14/2024 | Kraft Asset Management LLC | 706,268 | $22.57M | 18.2% | -2.3% | 0.081% | |
| 5/14/2024 | InterOcean Capital Group LLC | 29,645 | $947K | 0.0% | +9.2% | 0.003% | |
| 5/13/2024 | Bessemer Group Inc. | 14,502 | $463K | 0.0% | +54.4% | 0.002% | |
| 5/13/2024 | Safeguard Investment Advisory Group LLC | 2,263,310 | $72.31M | 24.5% | +7.3% | 0.261% | |
| 5/13/2024 | Shakespeare Wealth Management LLC | 31,840 | $1.02M | 0.3% | +4.1% | 0.004% | |
| 5/11/2024 | Jacobi Capital Management LLC | 20,260 | $647K | 0.1% | -55.0% | 0.002% | |
| 5/10/2024 | Osaic Holdings Inc. | 1,523,732 | $48.68M | 0.1% | -8.0% | 0.176% | |
| 5/10/2024 | Fiducient Advisors LLC | 169,067 | $5.40M | 1.1% | +0.2% | 0.020% | |
| 5/10/2024 | TIAA Trust National Association | 83,107 | $2.66M | 0.0% | -5.1% | 0.010% | |
| 5/10/2024 | Vanguard Group Inc. | 104,496 | $3.34M | 0.0% | +0.8% | 0.012% | |
| 5/10/2024 | Nicolet Advisory Services LLC | 127,349 | $4.03M | 0.4% | -2.5% | 0.015% | |
| 5/10/2024 | Nwam LLC | 280,153 | $8.91M | 0.7% | -1.2% | 0.032% | |
| 5/9/2024 | Forum Financial Management LP | 39,447,063 | $1.26B | 21.5% | -2.3% | 4.551% | |
| 5/9/2024 | Great Lakes Retirement Inc. | 320,793 | $10.25M | 1.5% | -2.0% | 0.037% | |
| 5/9/2024 | Kure Advisory LLC | 74,544 | $2.38M | 2.0% | +2.5% | 0.009% | |
| 5/9/2024 | Brighton Jones LLC | 1,570,668 | $50.18M | 1.8% | -0.4% | 0.181% | |
[FREE Ticket] 27 Crypto Experts Reveal Their #1 Picks (Ad) Are you monitoring 13,217 cryptocurrencies everyday?
If not, you could miss the ONE that can make you wealthy beyond your wildest dreams.
You see, while Bitcoin and Ethereum steal all the headlines… It’s often the cryptos flying under the radar that turn small stakes into life-changing windfalls. Claim your free seat by clicking here now. |
| 5/9/2024 | ProVise Management Group LLC | 37,479 | $1.20M | 0.1% | -2.4% | 0.004% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 506,480 | $16.18M | 0.2% | +5.5% | 0.058% | |
| 5/9/2024 | Renasant Bank | 28,800 | $920K | 0.7% | N/A | 0.003% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 32,885 | $1.05M | 0.0% | +5.7% | 0.004% | |
| 5/9/2024 | SageView Advisory Group LLC | 336,828 | $10.76M | 0.5% | -16.9% | 0.039% | |
| 5/9/2024 | MB Generational Wealth LLC | 53,797 | $1.72M | 1.6% | +22.1% | 0.006% | |
| 5/9/2024 | Angeles Wealth Management LLC | 9,130 | $292K | 0.0% | +499.5% | 0.001% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 134,496 | $4.30M | 0.0% | +19.1% | 0.016% | |
| 5/8/2024 | US Bancorp DE | 30,335 | $969K | 0.0% | +145.9% | 0.003% | |
| 5/8/2024 | QRG Capital Management Inc. | 16,011 | $512K | 0.0% | +133.2% | 0.002% | |
| 5/8/2024 | Tranquility Partners LLC | 31,885 | $1.02M | 0.4% | +2.0% | 0.004% | |
| 5/7/2024 | WNY Asset Management LLC | 123,138 | $3.93M | 0.6% | +2.4% | 0.014% | |
| 5/7/2024 | Significant Wealth Partners LLC | 9,762 | $312K | 0.2% | N/A | 0.001% | |
| 5/7/2024 | Keudell Morrison Wealth Management | 461,525 | $14.75M | 4.5% | -3.2% | 0.053% | |
| 5/7/2024 | TCI Wealth Advisors Inc. | 1,661,448 | $53.08M | 5.2% | +5.2% | 0.192% | |
| 5/7/2024 | Retirement Solution Inc. | 340,532 | $10.88M | 2.9% | +4.1% | 0.039% | |
| 5/7/2024 | BOS Asset Management LLC | 11,208 | $358K | 0.2% | +4.3% | 0.001% | |
| 5/7/2024 | Tectonic Advisors LLC | 13,331 | $426K | 0.0% | N/A | 0.002% | |
| 5/7/2024 | PFG Advisors | 192,643 | $6.16M | 0.4% | +2.3% | 0.022% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 786,768 | $25.14M | 0.8% | +0.8% | 0.091% | |
| 5/7/2024 | Wealthspire Advisors LLC | 226,782 | $7.25M | 0.1% | +14.6% | 0.026% | |
| 5/7/2024 | Empowered Funds LLC | 86,134 | $2.75M | 0.0% | N/A | 0.010% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 82,017 | $2.62M | 0.0% | -9.2% | 0.009% | |
| 5/6/2024 | Ruedi Wealth Management Inc. | 2,281,784 | $72.90M | 30.7% | +2.4% | 0.263% | |
| 5/6/2024 | DiNuzzo Private Wealth Inc. | 940,785 | $30.06M | 4.1% | +1.2% | 0.109% | |
| 5/6/2024 | Financial Council LLC | 140,641 | $4.49M | 2.7% | +2.7% | 0.016% | |
| 5/4/2024 | Hemington Wealth Management | 501,728 | $16.03M | 5.8% | -12.1% | 0.058% | |
| 5/4/2024 | Vista Capital Partners Inc. | 179,680 | $5.74M | 0.7% | +0.5% | 0.021% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 108,348 | $3.46M | 0.2% | +28.6% | 0.013% | |
| 5/4/2024 | Silver Oak Advisory Group Inc. | 325,553 | $10.40M | 5.8% | +3.2% | 0.038% | |
| 5/4/2024 | One Degree Advisors Inc | 1,161,243 | $37.10M | 18.5% | +1.1% | 0.135% | |
| 5/4/2024 | Csenge Advisory Group | 18,034 | $576K | 0.0% | +38.7% | 0.002% | |
| 5/4/2024 | Glassman Wealth Services | 1,124,312 | $35.92M | 7.3% | +6.2% | 0.130% | |
| 5/3/2024 | Embree Financial Group | 6,837 | $218K | 0.0% | -15.9% | 0.001% | |
| 5/3/2024 | TFB Advisors LLC | 23,125 | $702K | 0.3% | +13.6% | 0.003% | |
| 5/3/2024 | Callan Capital LLC | 120,092 | $3.84M | 0.3% | -11.7% | 0.014% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,567,494 | $82.03M | 9.7% | -37.8% | 0.298% | |
| 5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 238,488 | $7.62M | 2.1% | +0.9% | 0.028% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 558,663 | $17.85M | 1.3% | +8.7% | 0.065% | |
| 5/3/2024 | BCU Wealth Advisors LLC | 1,558,015 | $49.78M | 42.3% | +24.1% | 0.181% | |
| 5/3/2024 | Lutz Financial Services LLC | 751,257 | $24.00M | 2.1% | +9.0% | 0.087% | |
| 5/3/2024 | Liberty Wealth Management LLC | 904,449 | $28.90M | 5.6% | -3.1% | 0.105% | |
| 5/2/2024 | Mutual Advisors LLC | 115,231 | $3.68M | 0.1% | -28.7% | 0.013% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 2,253,857 | $72.01M | 1.6% | -3.1% | 0.261% | |
| 5/2/2024 | USAdvisors Wealth Management LLC | 214,992 | $6.85M | 2.6% | +14.4% | 0.025% | |
| 5/2/2024 | Financial Counselors Inc. | 167,774 | $5.36M | 0.1% | +50.2% | 0.019% | |
| 5/2/2024 | Elevate Wealth Advisory Inc. | 26,714 | $854K | 0.7% | -11.0% | 0.003% | |
| 5/2/2024 | Lincoln National Corp | 1,562,110 | $49.91M | 0.8% | -1.3% | 0.181% | |
| 5/2/2024 | Almanack Investment Partners LLC. | 37,796 | $1.21M | 0.2% | +15.0% | 0.004% | |
| 5/2/2024 | Choreo LLC | 77,136 | $2.46M | 0.1% | +11.4% | 0.009% | |
I’m afraid WWIII is a very real possibility (Ad) As one top U.S. cyber official claims: This [tech] is “the most powerful weapon of our time.”
That's also why I've produced this new film. Take a look. |
| 5/2/2024 | Better Money Decisions LLC | 21,564 | $689K | 0.5% | -4.0% | 0.003% | |
| 5/1/2024 | Stone Point Wealth LLC | 97,060 | $3.10M | 1.1% | +2.9% | 0.011% | |
| 5/1/2024 | Connecticut Wealth Management LLC | 41,323 | $1.32M | 0.1% | +11.4% | 0.005% | |
| 5/1/2024 | Cherry Tree Wealth Management LLC | 352,816 | $11.27M | 2.8% | -0.8% | 0.041% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 11,852 | $379K | 0.0% | N/A | 0.001% | |
| 5/1/2024 | Blue Trust Inc. | 46,675 | $1.49M | 0.0% | +258.0% | 0.005% | |
| 5/1/2024 | Summit Wealth Group LLC | 1,308,670 | $41.81M | 28.5% | +1.4% | 0.152% | |
| 5/1/2024 | Mission Wealth Management LP | 177,311 | $5.67M | 0.1% | +61.9% | 0.021% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 365,966 | $11.69M | 0.1% | -2.6% | 0.042% | |
| 5/1/2024 | Diversify Advisory Services LLC | 31,012 | $987K | 0.1% | N/A | 0.004% | |
