5/16/2024 | Waverly Advisors LLC | 50,239 | $5.87M | 0.1% | +173.2% | 0.070% | |
5/15/2024 | Ascent Group LLC | 2,614 | $305K | 0.0% | -3.7% | 0.004% | |
5/15/2024 | SVB Wealth LLC | 86,660 | $10.13M | 0.2% | -5.5% | 0.121% | |
5/15/2024 | Beaird Harris Wealth Management LLC | 205,285 | $23.99M | 2.3% | +4.9% | 0.286% | |
5/15/2024 | Blue Edge Capital LLC | 13,951 | $1.63M | 0.3% | -2.1% | 0.019% | |
5/15/2024 | 1832 Asset Management L.P. | 966,268 | $112.90M | 0.1% | -22.7% | 1.344% | |
|
5/14/2024 | EP Wealth Advisors LLC | 2,822 | $330K | 0.0% | -4.2% | 0.004% | |
5/14/2024 | CreativeOne Wealth LLC | 2,008 | $235K | 0.0% | +10.8% | 0.003% | |
5/13/2024 | Bessemer Group Inc. | 1,759,466 | $205.58M | 0.4% | +21.8% | 2.448% | |
5/13/2024 | Windham Capital Management LLC | 4,252 | $497K | 0.4% | -92.4% | 0.006% | |
5/13/2024 | Atlanta Consulting Group Advisors LLC | 19,018 | $2.22M | 0.8% | N/A | 0.026% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 8,765 | $1.02M | 0.0% | +138.0% | 0.012% | |
5/10/2024 | Osaic Holdings Inc. | 89,173 | $10.42M | 0.0% | -71.5% | 0.124% | |
5/10/2024 | Blue Barn Wealth LLC | 22,035 | $2.58M | 1.4% | +0.6% | 0.031% | |
5/10/2024 | Connors Investor Services Inc. | 33,559 | $3.92M | 0.4% | -1.5% | 0.047% | |
5/10/2024 | Alera Investment Advisors LLC | 102,185 | $11.94M | 1.6% | -11.2% | 0.142% | |
5/9/2024 | Private Portfolio Partners LLC | 14,212 | $1.66M | 0.3% | +1.4% | 0.020% | |
5/9/2024 | Orion Portfolio Solutions LLC | 8,169 | $955K | 0.0% | +6.5% | 0.011% | |
5/9/2024 | Blair William & Co. IL | 6,779 | $792K | 0.0% | +20.8% | 0.009% | |
5/9/2024 | HBK Sorce Advisory LLC | 6,013 | $703K | 0.0% | +48.5% | 0.008% | |
5/9/2024 | Kingsview Wealth Management LLC | 4,935 | $577K | 0.0% | +10.0% | 0.007% | |
5/9/2024 | SageView Advisory Group LLC | 4,056 | $474K | 0.0% | -15.9% | 0.006% | |
5/9/2024 | MB Generational Wealth LLC | 4,047 | $473K | 0.4% | +44.7% | 0.006% | |
5/9/2024 | Charles Schwab Investment Advisory Inc. | 1,703,873 | $199.08M | 0.3% | -4.0% | 2.371% | |
5/9/2024 | Texas Yale Capital Corp. | 60,032 | $7.01M | 0.3% | +1.7% | 0.084% | |
5/9/2024 | Portland Global Advisors LLC | 101,242 | $11.83M | 1.6% | -3.7% | 0.141% | |
5/9/2024 | Eagle Bay Advisors LLC | 4,913 | $574K | 0.4% | -25.3% | 0.007% | |
5/9/2024 | Camelot Portfolios LLC | 9,124 | $1.07M | 1.0% | -22.9% | 0.013% | |
5/8/2024 | Bell Investment Advisors Inc | 14,530 | $1.70M | 0.3% | -0.9% | 0.020% | |
5/8/2024 | Bleakley Financial Group LLC | 26,552 | $3.10M | 0.1% | +2.1% | 0.037% | |
5/8/2024 | Avantax Advisory Services Inc. | 3,301 | $386K | 0.0% | +80.8% | 0.005% | |
5/8/2024 | US Bancorp DE | 809,116 | $94.54M | 0.1% | -1.2% | 1.126% | |
5/8/2024 | Tranquility Partners LLC | 2,708 | $316K | 0.1% | -7.6% | 0.004% | |
5/7/2024 | Anson Capital Inc. | 7,056 | $824K | 1.2% | +1.7% | 0.010% | |
5/7/2024 | Choate Investment Advisors | 20,145 | $2.35M | 0.1% | N/A | 0.028% | |
5/7/2024 | SilverOak Wealth Management LLC | 8,274 | $967K | 0.2% | +3.7% | 0.012% | |
5/7/2024 | Atomi Financial Group Inc. | 19,833 | $2.32M | 0.2% | N/A | 0.028% | |
5/7/2024 | Allegheny Financial Group LTD | 2,953 | $345K | 0.1% | +16.0% | 0.004% | |
5/7/2024 | TCI Wealth Advisors Inc. | 6,557 | $766K | 0.1% | -6.3% | 0.009% | |
5/7/2024 | Tectonic Advisors LLC | 13,610 | $1.59M | 0.1% | +3.3% | 0.019% | |
WATCH: The Truth About Inflation (Ad) The full story on inflation is being CENSORED by the powers that be.
But I have the REAL monthly numbers. And they are going to anger you. (Especially if you have money sitting in a 401k or IRA.) WATCH: The Truth About Inflation |
5/7/2024 | Facet Wealth Inc. | 1,982 | $233K | 0.0% | N/A | 0.003% | |
5/7/2024 | Windward Private Wealth Management Inc. | 6,192 | $723K | 0.3% | -3.5% | 0.009% | |
5/7/2024 | Oppenheimer & Co. Inc. | 10,215 | $1.19M | 0.0% | -3.2% | 0.014% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 221,295 | $25.86M | 0.8% | -0.4% | 0.308% | |
5/7/2024 | Empowered Funds LLC | 12,092 | $1.41M | 0.0% | N/A | 0.017% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 24,630 | $2.88M | 0.0% | +11.2% | 0.034% | |
5/6/2024 | Advisory Alpha LLC | 315,214 | $36.83M | 1.5% | +13,428.5% | 0.439% | |
5/4/2024 | Hemington Wealth Management | 28,701 | $3.35M | 1.2% | -12.7% | 0.040% | |
5/4/2024 | PrairieView Partners LLC | 228,480 | $26.70M | 3.1% | +5.1% | 0.318% | |
5/4/2024 | Silver Oak Advisory Group Inc. | 2,567 | $300K | 0.2% | -8.1% | 0.004% | |
5/4/2024 | Csenge Advisory Group | 7,363 | $860K | 0.0% | -20.4% | 0.010% | |
5/4/2024 | Richardson Financial Services Inc. | 4,526 | $529K | 0.4% | -32.6% | 0.006% | |
5/3/2024 | FDx Advisors Inc. | 35,501 | $4.15M | 0.6% | -5.7% | 0.049% | |
5/3/2024 | Avidian Wealth Solutions LLC | 9,929 | $1.16M | 0.1% | -1.7% | 0.014% | |
5/3/2024 | TFB Advisors LLC | 5,323 | $610K | 0.2% | +168.6% | 0.007% | |
5/3/2024 | Larson Financial Group LLC | 10,485 | $1.23M | 0.1% | -7.6% | 0.015% | |
5/3/2024 | Commerce Bank | 135,894 | $15.88M | 0.1% | +20.7% | 0.189% | |
5/3/2024 | Pictet North America Advisors SA | 39,540 | $4.62M | 0.5% | +17.5% | 0.055% | |
5/3/2024 | Franklin Parlapiano Turner & Welch LLC | 2,337 | $273K | 0.1% | -7.9% | 0.003% | |
5/3/2024 | Whittier Trust Co. | 3,694 | $432K | 0.0% | -4.6% | 0.005% | |
5/2/2024 | Financial Counselors Inc. | 3,137 | $367K | 0.0% | +10.0% | 0.004% | |
5/2/2024 | Haverford Trust Co | 26,116 | $3.05M | 0.0% | -0.4% | 0.036% | |
5/2/2024 | Elevate Wealth Advisory Inc. | 13,329 | $1.56M | 1.4% | +2.7% | 0.019% | |
5/2/2024 | Lincoln National Corp | 276,183 | $32.27M | 0.5% | +2.7% | 0.384% | |
5/2/2024 | St. Louis Trust Co | 25,591 | $2.99M | 0.5% | +4.7% | 0.036% | |
5/2/2024 | Life Planning Partners Inc | 11,930 | $1.39M | 1.4% | -4.2% | 0.017% | |
5/2/2024 | Family Firm Inc. | 36,850 | $4.31M | 1.0% | -0.8% | 0.051% | |
5/2/2024 | Presilium Private Wealth LLC | 53,373 | $6.24M | 1.7% | +7.1% | 0.074% | |
5/2/2024 | PDS Planning Inc | 19,728 | $2.31M | 0.2% | -3.6% | 0.027% | |
5/1/2024 | Tanager Wealth Management LLP | 111,674 | $13.05M | 2.1% | +11.1% | 0.155% | |
5/1/2024 | Resonant Capital Advisors LLC | 2,695 | $315K | 0.0% | -21.4% | 0.004% | |
5/1/2024 | Cherry Tree Wealth Management LLC | 11,381 | $1.33M | 0.3% | +3.8% | 0.016% | |
5/1/2024 | Janney Montgomery Scott LLC | 174,195 | $20.35M | 0.1% | +0.5% | 0.242% | |
5/1/2024 | Colony Family Offices LLC | 33,022 | $3.86M | 1.2% | +18.4% | 0.046% | |
5/1/2024 | Mission Wealth Management LP | 21,052 | $2.46M | 0.1% | -3.0% | 0.029% | |
5/1/2024 | Diversify Advisory Services LLC | 38,136 | $4.46M | 0.3% | N/A | 0.053% | |
4/30/2024 | Lodestone Wealth Management LLC | 22,145 | $2.59M | 1.4% | +4.5% | 0.031% | |
4/30/2024 | SWAN Capital LLC | 56,948 | $6.65M | 3.8% | +3.2% | 0.079% | |
4/30/2024 | Fountainhead AM LLC | 2,116 | $247K | 0.1% | -78.2% | 0.003% | |
4/30/2024 | Wooster Corthell Wealth Management Inc. | 14,204 | $1.66M | 0.4% | -0.8% | 0.020% | |
4/30/2024 | Naples Global Advisors LLC | 7,340 | $858K | 0.1% | +8.1% | 0.010% | |
4/30/2024 | Perigon Wealth Management LLC | 24,811 | $2.90M | 0.1% | +5.6% | 0.035% | |
4/30/2024 | Valtinson Bruner Financial Planning LLC | 11,977 | $1.40M | 0.6% | +49.5% | 0.017% | |
4/29/2024 | Commonwealth Equity Services LLC | 1,184,798 | $138.43M | 0.2% | +0.8% | 1.649% | |
4/29/2024 | FAS Wealth Partners Inc. | 1,560 | $182K | 0.0% | -10.8% | 0.002% | |
4/29/2024 | RWA Wealth Partners LLC | 36,933 | $4.32M | 0.1% | -7.6% | 0.051% | |
4/29/2024 | PBMares Wealth Management LLC | 6,563 | $767K | 0.2% | +144.2% | 0.009% | |
4/26/2024 | Pinnacle Associates Ltd. | 15,485 | $1.81M | 0.0% | -18.5% | 0.022% | |
4/26/2024 | UMB Bank n.a. | 2,342 | $274K | 0.0% | -7.0% | 0.003% | |
4/26/2024 | YHB Investment Advisors Inc. | 550 | $64K | 0.0% | N/A | 0.001% | |
WATCH: The Truth About Inflation (Ad) The full story on inflation is being CENSORED by the powers that be.
But I have the REAL monthly numbers. And they are going to anger you. (Especially if you have money sitting in a 401k or IRA.) WATCH: The Truth About Inflation |
4/26/2024 | First National Trust Co | 2,333 | $273K | 0.0% | -17.8% | 0.003% | |
4/26/2024 | Sage Rhino Capital LLC | 35,701 | $4.17M | 1.0% | +5.9% | 0.050% | |
4/26/2024 | Checchi Capital Advisers LLC | 73,590 | $8.60M | 0.7% | +0.9% | 0.102% | |
4/25/2024 | Bear Mountain Capital Inc. | 22,494 | $2.54M | 1.1% | -1.0% | 0.031% | |
4/25/2024 | One Day In July LLC | 31,253 | $3.65M | 0.5% | +1.9% | 0.043% | |
4/25/2024 | Center for Financial Planning Inc. | 11,001 | $1.29M | 0.2% | +2.4% | 0.015% | |
4/25/2024 | 25 LLC | 164,030 | $19.17M | 9.4% | +3.5% | 0.228% | |
4/25/2024 | GFS Advisors LLC | 25,856 | $3.02M | 0.5% | +21.5% | 0.036% | |
4/25/2024 | IFG Advisors LLC | 75,738 | $8.85M | 2.3% | -4.2% | 0.105% | |
4/25/2024 | IAG Wealth Partners LLC | 5,737 | $670K | 0.1% | -11.9% | 0.008% | |