| 5/16/2024 | Global Financial Private Client LLC | 54,832 | $964K | 0.4% | +123.7% | 0.059% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 162,847 | $2.88M | 0.3% | +4.5% | 0.175% | |
| 5/13/2024 | Balanced Rock Investment Advisors LLC | 17,209 | $304K | 0.3% | N/A | 0.019% | |
| 5/11/2024 | Resurgent Financial Advisors LLC | 53,322 | $943K | 0.5% | +183.9% | 0.057% | |
| 5/10/2024 | Osaic Holdings Inc. | 457,198 | $8.09M | 0.0% | -0.5% | 0.492% | |
| 5/8/2024 | Sheets Smith Wealth Management | 88,069 | $1.56M | 0.2% | -5.3% | 0.095% | |
|
| 5/8/2024 | Avantax Advisory Services Inc. | 11,809 | $209K | 0.0% | +6.1% | 0.013% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 173,917 | $3.08M | 0.1% | -1.8% | 0.187% | |
| 5/7/2024 | NTV Asset Management LLC | 128,716 | $2.28M | 0.3% | +5.2% | 0.138% | |
| 5/7/2024 | Howard Wealth Management LLC | 32,267 | $571K | 0.5% | +5.5% | 0.035% | |
| 5/6/2024 | Staley Capital Advisers Inc. | 10,000 | $177K | 0.0% | -11.5% | 0.011% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 19,044 | $337K | 0.0% | +3.4% | 0.020% | |
| 5/4/2024 | Gould Asset Management LLC CA | 13,115 | $232K | 0.1% | +13.7% | 0.014% | |
| 5/4/2024 | Joseph P. Lucia & Associates LLC | 111,129 | $1.97M | 1.1% | -2.0% | 0.120% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 51,718 | $915K | 0.0% | +78.7% | 0.056% | |
| 5/2/2024 | FinTrust Capital Advisors LLC | 2,460 | $44K | 0.0% | N/A | 0.003% | |
| 5/1/2024 | Tanager Wealth Management LLP | 1,096,657 | $19.40M | 3.1% | +19.9% | 1.180% | |
| 5/1/2024 | 1834 Investment Advisors Co. | 39,900 | $706K | 0.1% | -58.7% | 0.043% | |
| 4/30/2024 | Private Advisor Group LLC | 140,074 | $2.48M | 0.0% | +0.4% | 0.151% | |
| 4/30/2024 | Mainstay Capital Management LLC ADV | 21,906 | $388K | 0.1% | -29.8% | 0.024% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 324,276 | $5.74M | 0.0% | +4.1% | 0.351% | |
| 4/25/2024 | Carmel Capital Partners LLC | 220,253 | $3.90M | 1.6% | +17.5% | 0.238% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,189,362 | $21.04M | 0.0% | -1.5% | 1.286% | |
| 4/22/2024 | Raymond James & Associates | 665,489 | $11.77M | 0.0% | +26.1% | 0.719% | |
| 4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 215,527 | $3.81M | 0.0% | -11.6% | 0.233% | |
| 4/16/2024 | Register Financial Advisors LLC | 9,500 | $168K | 0.1% | +691.7% | 0.010% | |
| 4/16/2024 | Powell Investment Advisors LLC | 82,060 | $1.45M | 0.8% | -0.9% | 0.089% | |
| 4/16/2024 | Pasadena Private Wealth LLC | 14,519 | $257K | 0.1% | +6.3% | 0.016% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 102,665 | $1.82M | 0.0% | -1.7% | 0.111% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 149,288 | $2.64M | 0.1% | +3.0% | 0.161% | |
| 4/15/2024 | Future Financial Wealth Managment LLC | 164,908 | $2.92M | 2.2% | +4.1% | 0.233% | |
| 4/15/2024 | Sunbelt Securities Inc. | 14,654 | $259K | 0.0% | +51.8% | 0.021% | |
| 4/15/2024 | Sound Income Strategies LLC | 260,543 | $4.61M | 0.3% | +9.4% | 0.368% | |
| 4/15/2024 | Etesian Wealth Advisors Inc. | 40,018 | $708K | 0.4% | +18.7% | 0.056% | |
| 4/12/2024 | Worth Asset Management LLC | 18,123 | $321K | 0.2% | N/A | 0.026% | |
| 4/10/2024 | Park Avenue Securities LLC | 375,221 | $6.64M | 0.1% | +43.1% | 0.530% | |
| 4/9/2024 | Massmutual Trust Co. FSB ADV | 23,240 | $411K | 0.0% | +3.4% | 0.033% | |
| 4/8/2024 | Mid American Wealth Advisory Group Inc. | 26,372 | $467K | 0.3% | -24.6% | 0.037% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 40,415 | $694K | 0.0% | N/A | 0.057% | |
| 3/5/2024 | Fisher Asset Management LLC | 13,159 | $226K | 0.0% | N/A | 0.019% | |
Crypto Pioneer Says: “The last crypto bull market has begun.” (Ad) Right now, there’s over $6 trillion in potential investment money waiting on the sidelines.
That means this crypto bull market has a lot more room to run before it comes close to being a bubble. Click here if you’d like to learn more about these five cryptos… |
| 2/23/2024 | Chicago Partners Investment Group LLC | 86,574 | $1.50M | 0.1% | -1.0% | 0.122% | |
| 2/14/2024 | Orleans Capital Management Corp LA | 13,450 | $231K | 0.2% | -4.9% | 0.019% | |
| 2/13/2024 | Prevail Innovative Wealth Advisors LLC | 27,971 | $481K | 0.2% | +72.9% | 0.039% | |
| 2/12/2024 | RS Crum Inc. | 1,263,901 | $21.71M | 6.7% | +11.6% | 1.784% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 102,129 | $1.76M | 0.0% | +24.3% | 0.144% | |
| 2/9/2024 | D.A. Davidson & CO. | 69,242 | $1.19M | 0.0% | -6.6% | 0.098% | |
| 2/9/2024 | Wells Fargo & Company MN | 712,164 | $12.24M | 0.0% | -13.3% | 1.005% | |
| 2/8/2024 | MY Wealth Management Inc. | 947,999 | $16.29M | 15.3% | +0.3% | 1.338% | |
| 2/8/2024 | Level Four Advisory Services LLC | 333,168 | $5.72M | 0.3% | +4.5% | 0.470% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 11,127 | $191K | 0.0% | N/A | 0.016% | |
| 2/7/2024 | Mid American Wealth Advisory Group Inc. | 34,995 | $601K | 0.4% | -2.7% | 0.049% | |
| 2/7/2024 | Howard Wealth Management LLC | 30,585 | $525K | 0.4% | +73.3% | 0.043% | |
| 2/6/2024 | Private Advisor Group LLC | 139,453 | $2.40M | 0.0% | -45.1% | 0.197% | |
| 2/6/2024 | Wealthcare Advisory Partners LLC | 144,973 | $2.49M | 0.1% | +9.2% | 0.205% | |
| 2/6/2024 | MeadowBrook Investment Advisors LLC | 7,535 | $129K | 0.1% | N/A | 0.011% | |
| 2/6/2024 | Sheets Smith Wealth Management | 93,007 | $1.60M | 0.2% | -4.3% | 0.131% | |
| 2/6/2024 | NTV Asset Management LLC | 122,349 | $2.10M | 0.4% | -7.4% | 0.173% | |
| 2/6/2024 | Avidian Wealth Solutions LLC | 28,941 | $497K | 0.0% | -2.0% | 0.041% | |
| 2/6/2024 | Fisher Asset Management LLC | 13,159 | $226K | 0.0% | N/A | 0.019% | |
| 2/6/2024 | Howe & Rusling Inc. | 2,950 | $51K | 0.0% | N/A | 0.004% | |
| 2/5/2024 | Mid American Wealth Advisory Group Inc. | 34,286 | $603K | 0.4% | -4.7% | 0.048% | |
| 2/2/2024 | Truist Financial Corp | 143,549 | $2.47M | 0.0% | +1,153.7% | 0.203% | |
| 2/2/2024 | Kovack Advisors Inc. | 15,385 | $264K | 0.0% | -10.5% | 0.022% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 114,256 | $1.96M | 0.0% | -18.0% | 0.161% | |
| 2/1/2024 | Brendel Financial Advisors LLC | 174,441 | $3.00M | 2.0% | -0.9% | 0.246% | |
| 2/1/2024 | CWM LLC | 8,300 | $143K | 0.0% | +7.8% | 0.012% | |
| 2/1/2024 | Powell Investment Advisors LLC | 82,798 | $1.42M | 0.8% | -5.9% | 0.117% | |
| 2/1/2024 | Carmel Capital Partners LLC | 187,464 | $3.22M | 1.6% | N/A | 0.265% | |
| 1/31/2024 | Tanager Wealth Management LLP | 914,631 | $15.71M | 2.9% | -4.2% | 1.291% | |
| 1/31/2024 | Western Wealth Management LLC | 14,574 | $250K | 0.0% | -7.4% | 0.021% | |
| 1/31/2024 | Roman Butler Fullerton & Co. | 41,774 | $733K | 0.3% | +19.3% | 0.059% | |
| 1/30/2024 | Wealth Alliance | 46,309 | $796K | 0.1% | +23.3% | 0.065% | |
| 1/30/2024 | Investors Research Corp | 105,440 | $1.81M | 0.4% | +10.0% | 0.149% | |
| 1/30/2024 | Sumitomo Mitsui Trust Holdings Inc. | 243,783 | $4.19M | 0.0% | -0.4% | 0.344% | |
| 1/29/2024 | Romano Brothers AND Company | 10,050 | $173K | 0.0% | -20.6% | 0.014% | |
| 1/29/2024 | Joseph P. Lucia & Associates LLC | 113,412 | $1.95M | 1.2% | -4.3% | 0.160% | |
| 1/29/2024 | Perigon Wealth Management LLC | 15,274 | $262K | 0.0% | N/A | 0.022% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 18,424 | $317K | 0.0% | +3.9% | 0.026% | |
| 1/25/2024 | Mainstay Capital Management LLC ADV | 31,193 | $536K | 0.1% | +17.7% | 0.044% | |
| 1/24/2024 | Stratos Wealth Partners LTD. | 51,331 | $882K | 0.0% | +9.2% | 0.072% | |
| 1/24/2024 | International Assets Investment Management LLC | 14,706 | $253K | 0.0% | N/A | 0.021% | |
| 1/24/2024 | O ROURKE & COMPANY Inc | 12,415 | $213K | 0.1% | +11.0% | 0.018% | |
| 1/24/2024 | Private Trust Co. NA | 7,416 | $127K | 0.0% | -16.3% | 0.010% | |
| 1/23/2024 | WealthShield Partners LLC | 4,785 | $82K | 0.0% | +97.7% | 0.007% | |
| 1/22/2024 | Hofer & Associates. Inc | 15,908 | $273K | 0.3% | +7.9% | 0.022% | |
| 1/18/2024 | Future Financial Wealth Managment LLC | 158,433 | $2.72M | 2.7% | +8.6% | 0.224% | |
| 1/18/2024 | Global Retirement Partners LLC | 1,515 | $26K | 0.0% | N/A | 0.002% | |
| 1/18/2024 | McGlone Suttner Wealth Management Inc. | 2,615 | $45K | 0.0% | N/A | 0.004% | |
| 1/18/2024 | Accel Wealth Management | 15,122 | $260K | 0.1% | -9.7% | 0.021% | |
| 1/18/2024 | Procyon Advisors LLC | 42,174 | $725K | 0.1% | -95.7% | 0.060% | |
Urgent Nvidia Warning (Ad) Could Steve Job's 'Final Prophecy' Make You Rich?
Just before he died, Steve Jobs issued a "Final Prophecy" that's now coming true... and making some people rich. In one recent 90-day stretch, 50 companies related to Jobs' "Final Prophecy" soared by 100% or more. What was Steve Jobs' last big prediction, and how can you get in on it? Professor Joel Litman explains everything... including the surprising group of stocks moving higher, and his No. 1 favorite stock in this space. Click here to access… |
| 1/17/2024 | Patriot Investment Management Group Inc. | 33,814 | $581K | 0.0% | -10.3% | 0.048% | |
| 1/17/2024 | Cadent Capital Advisors LLC | 143,485 | $2.47M | 1.2% | +1.9% | 0.203% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 1,207,947 | $20.75M | 0.0% | +1.0% | 1.705% | |
| 1/16/2024 | Raymond James & Associates | 527,817 | $9.07M | 0.0% | +18.3% | 0.745% | |
| 1/12/2024 | Advisor Resource Council | 10,139 | $174K | 0.0% | N/A | 0.014% | |
| 1/12/2024 | Etesian Wealth Advisors Inc. | 33,720 | $582K | 0.3% | N/A | 0.048% | |
| 1/11/2024 | 1834 Investment Advisors Co. | 96,644 | $1.66M | 0.2% | -27.4% | 0.136% | |
| 1/11/2024 | Ausdal Financial Partners Inc. | 11,811 | $203K | 0.0% | N/A | 0.017% | |
| 1/11/2024 | Pasadena Private Wealth LLC | 13,654 | $235K | 0.1% | -37.6% | 0.019% | |
| 1/10/2024 | Sound Income Strategies LLC | 238,171 | $4.09M | 0.3% | +5.1% | 0.336% | |
