5/24/2024 | Cetera Advisor Networks LLC | 465,977 | $17.93M | 0.1% | +3.6% | 0.253% | |
5/24/2024 | Cetera Advisors LLC | 47,288 | $1.82M | 0.0% | +102.8% | 0.026% | |
5/24/2024 | Cetera Investment Advisers | 622,795 | $23.96M | 0.1% | +337.7% | 0.338% | |
5/20/2024 | Pacific Center for Financial Services | 4,539 | $175K | 0.0% | +10.5% | 0.002% | |
5/16/2024 | Ancora Advisors LLC | 23,755 | $914K | 0.0% | -4.4% | 0.013% | |
5/16/2024 | Waverly Advisors LLC | 4,393,572 | $169.02M | 4.0% | -3.3% | 2.383% | |
|
5/15/2024 | Kestra Advisory Services LLC | 1,623,078 | $62.44M | 0.4% | +22.1% | 0.877% | |
5/15/2024 | Linscomb Wealth Inc. | 2,102,481 | $80.88M | 4.2% | +0.6% | 1.136% | |
5/14/2024 | Cadence Bank | 20,154 | $775K | 0.1% | +8.6% | 0.011% | |
5/14/2024 | EP Wealth Advisors LLC | 13,696 | $527K | 0.0% | +17.1% | 0.007% | |
5/13/2024 | Bessemer Group Inc. | 1,473 | $57K | 0.0% | -40.7% | 0.001% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 6,208 | $239K | 0.0% | +6,797.8% | 0.003% | |
5/11/2024 | Jacobi Capital Management LLC | 41,185 | $1.58M | 0.1% | +7.0% | 0.022% | |
5/10/2024 | Osaic Holdings Inc. | 961,591 | $36.99M | 0.1% | -26.4% | 0.519% | |
5/10/2024 | Rodgers & Associates LTD | 300,005 | $11.54M | 1.5% | -5.1% | 0.162% | |
5/10/2024 | Clearstead Trust LLC | 660 | $25K | 0.0% | N/A | 0.000% | |
5/9/2024 | Charles Schwab Investment Advisory Inc. | 24,096,157 | $926.98M | 1.3% | -5.0% | 13.014% | |
5/9/2024 | Koshinski Asset Management Inc. | 5,880 | $226K | 0.0% | N/A | 0.003% | |
5/8/2024 | Avantax Advisory Services Inc. | 218,327 | $8.40M | 0.1% | +0.3% | 0.118% | |
5/8/2024 | US Bancorp DE | 56,649 | $2.18M | 0.0% | +8.6% | 0.031% | |
5/7/2024 | Allegheny Financial Group LTD | 5,271 | $203K | 0.1% | -9.6% | 0.003% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 19,187 | $738K | 0.0% | -26.4% | 0.010% | |
5/6/2024 | First Long Island Investors LLC | 5,500 | $212K | 0.0% | N/A | 0.003% | |
5/3/2024 | FDx Advisors Inc. | 81,339 | $3.13M | 0.5% | -5.6% | 0.044% | |
5/3/2024 | RIA Advisory Group LLC | 13,928 | $536K | 0.2% | N/A | 0.008% | |
5/3/2024 | Larson Financial Group LLC | 13,821 | $532K | 0.0% | -7.5% | 0.007% | |
5/3/2024 | Callan Capital LLC | 1,019,526 | $39.22M | 3.5% | -0.3% | 0.551% | |
5/3/2024 | Compass Financial Group Inc. | 302,922 | $11.65M | 6.2% | -0.5% | 0.164% | |
5/2/2024 | Haverford Trust Co | 58,840 | $2.26M | 0.0% | -4.6% | 0.032% | |
5/2/2024 | Choreo LLC | 22,090 | $850K | 0.0% | +5.4% | 0.012% | |
5/2/2024 | Moloney Securities Asset Management LLC | 6,577 | $253K | 0.0% | -14.6% | 0.004% | |
5/2/2024 | Palisade Asset Management LLC | 2,240 | $86K | 0.0% | N/A | 0.001% | |
5/1/2024 | Resonant Capital Advisors LLC | 189,396 | $7.29M | 0.6% | -0.5% | 0.102% | |
5/1/2024 | Janney Montgomery Scott LLC | 77,648 | $2.99M | 0.0% | -1.4% | 0.042% | |
5/1/2024 | Klingman & Associates LLC | 719,880 | $27.69M | 1.9% | -1.8% | 0.389% | |
5/1/2024 | BOK Financial Private Wealth Inc. | 3,000 | $115K | 0.0% | N/A | 0.002% | |
5/1/2024 | Flynn Zito Capital Management LLC | 609,804 | $23.46M | 12.1% | +0.6% | 0.329% | |
5/1/2024 | Sequoia Financial Advisors LLC | 28,351 | $1.09M | 0.0% | +9.3% | 0.015% | |
4/30/2024 | Private Advisor Group LLC | 40,249 | $1.55M | 0.0% | -3.6% | 0.022% | |
4/30/2024 | Garrett Wealth Advisory Group LLC | 556,662 | $21.42M | 8.8% | +1.2% | 0.301% | |
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4/30/2024 | Arkadios Wealth Advisors | 61,179 | $2.35M | 0.2% | -4.0% | 0.033% | |
4/30/2024 | Perigon Wealth Management LLC | 168,579 | $6.49M | 0.2% | +11.1% | 0.091% | |
4/29/2024 | Commonwealth Equity Services LLC | 2,718,829 | $104.59M | 0.2% | -6.5% | 1.468% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 2,070 | $80K | 0.0% | +18.6% | 0.001% | |
4/29/2024 | Wealthspan Partners LLC | 24,925 | $959K | 0.6% | -7.6% | 0.013% | |
4/26/2024 | Prairiewood Capital LLC | 5,241 | $202K | 0.1% | N/A | 0.003% | |
4/26/2024 | MBA Advisors LLC | 6,485 | $249K | 0.1% | -13.4% | 0.004% | |
4/26/2024 | Crestone Asset Management LLC | 18,100 | $696K | 0.1% | N/A | 0.010% | |
4/26/2024 | Northwest Bancshares Inc. | 59,514 | $2.29M | 0.4% | -4.8% | 0.033% | |
4/26/2024 | JNBA Financial Advisors | 311,518 | $11.98M | 1.3% | -24.8% | 0.172% | |
4/26/2024 | Sigma Investment Counselors Inc. | 80,103 | $3.08M | 0.2% | -1.7% | 0.044% | |
4/25/2024 | Lodestar Private Asset Management LLC | 22,470 | $864K | 0.1% | -1.3% | 0.012% | |
4/25/2024 | Osborne Partners Capital Management LLC | 282,604 | $10.87M | 0.7% | -5.7% | 0.156% | |
4/25/2024 | Capital Investment Advisory Services LLC | 22,022 | $847K | 0.1% | -5.1% | 0.012% | |
4/25/2024 | Armor Investment Advisors LLC | 4,750 | $183K | 0.1% | N/A | 0.003% | |
4/25/2024 | Valeo Financial Advisors LLC | 6,888 | $257K | 0.0% | -10.6% | 0.004% | |
4/25/2024 | Tilson Financial Group Inc. | 5,445 | $209K | 0.1% | N/A | 0.003% | |
4/25/2024 | Summit Financial LLC | 57,213 | $2.20M | 0.1% | -2.4% | 0.032% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 471,850 | $18.15M | 0.1% | +6.9% | 0.260% | |
4/24/2024 | CENTRAL TRUST Co | 96,800 | $3.72M | 0.1% | -4.0% | 0.053% | |
4/24/2024 | Trinity Legacy Partners LLC | 182,302 | $7.01M | 2.1% | +122.1% | 0.101% | |
4/24/2024 | Spire Wealth Management | 16,202 | $623K | 0.0% | -2.7% | 0.009% | |
4/24/2024 | Essex Financial Services Inc. | 71,178 | $2.74M | 0.3% | +48.9% | 0.039% | |
4/24/2024 | H&H Retirement Design & Management INC | 76,612 | $2.84M | 1.9% | -17.5% | 0.042% | |
4/23/2024 | Precedent Wealth Partners LLC | 114,939 | $4.42M | 1.9% | -16.7% | 0.063% | |
4/23/2024 | Arbor Investment Advisors LLC | 2,182,495 | $83.96M | 12.3% | -0.8% | 1.204% | |
4/23/2024 | Creative Capital Management Investments LLC | 182,162 | $7.01M | 3.6% | -0.5% | 0.100% | |
4/23/2024 | Fifth Third Bancorp | 8,420 | $324K | 0.0% | +4.6% | 0.005% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 841,458 | $32.37M | 0.0% | -39.6% | 0.464% | |
4/22/2024 | Confluence Wealth Services Inc. | 11,308 | $435K | 0.0% | +18.3% | 0.006% | |
4/22/2024 | Oakworth Capital Inc. | 3,212 | $124K | 0.0% | N/A | 0.002% | |
4/22/2024 | Raymond James & Associates | 473,597 | $18.22M | 0.0% | +3.5% | 0.261% | |
4/22/2024 | Echo Wealth Management LLC | 17,193 | $661K | 0.5% | -16.5% | 0.009% | |
4/22/2024 | Solitude Financial Services | 21,261 | $818K | 0.4% | -27.4% | 0.012% | |
4/22/2024 | Edge Financial Advisors LLC | 29,772 | $1.15M | 1.0% | N/A | 0.016% | |
4/20/2024 | KWB Wealth | 95,805 | $3.69M | 0.5% | -10.0% | 0.053% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 610,011 | $23.47M | 0.6% | -1.1% | 0.337% | |
4/19/2024 | First Trust Direct Indexing L.P. | 10,854 | $418K | 0.0% | N/A | 0.006% | |
4/19/2024 | Cornerstone Wealth Management LLC | 195,428 | $7.52M | 0.6% | +5.0% | 0.108% | |
4/19/2024 | OMNI 360 Wealth Inc. | 36,370 | $1.40M | 1.1% | +7.0% | 0.020% | |
4/19/2024 | Yoder Wealth Management Inc. | 85,973 | $3.31M | 2.2% | -4.2% | 0.047% | |
4/18/2024 | Saxon Interests Inc. | 486,417 | $18.71M | 8.9% | +0.2% | 0.268% | |
4/18/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 6,945 | $267K | 0.1% | +13.1% | 0.004% | |
4/18/2024 | Pettinga Financial Advisors LLC | 418,161 | $16.09M | 4.1% | -4.5% | 0.231% | |
4/18/2024 | Breakwater Capital Group | 372,868 | $14.34M | 3.6% | +3.5% | 0.206% | |
4/18/2024 | Arlington Financial Advisors LLC | 211,808 | $8.15M | 1.8% | -6.4% | 0.117% | |
4/17/2024 | Private Ocean LLC | 223,159 | $8.59M | 0.9% | -0.7% | 0.123% | |
4/17/2024 | Baker Ellis Asset Management LLC | 327,867 | $12.61M | 1.9% | -0.6% | 0.181% | |
4/17/2024 | Grimes & Company Inc. | 857,350 | $32.98M | 1.0% | -1.2% | 0.473% | |
4/16/2024 | Bouvel Investment Partners LLC | 146,777 | $5.65M | 2.4% | -3.4% | 0.081% | |
Get out of dollars—get into America’s new money instead (Ad) Is America's New Money right for you?
I can't say... but I do know it's 100% legal and available to everyone... although precious few know much about it. Everything you need to know is posted on our website here. |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 2,640,608 | $101.58M | 0.3% | -0.4% | 1.457% | |
4/15/2024 | Brookstone Capital Management | 5,235 | $201K | 0.0% | N/A | 0.003% | |
4/15/2024 | Atlas Capital Advisors LLC | 7,686 | $296K | 0.0% | -5.5% | 0.004% | |
4/15/2024 | McNamara Financial Services Inc. | 43,772 | $1.68M | 0.4% | -1.7% | 0.024% | |
4/15/2024 | Sound Income Strategies LLC | 3,013 | $116K | 0.0% | +87.1% | 0.002% | |
4/12/2024 | West Coast Financial LLC | 17,210 | $662K | 0.1% | -7.2% | 0.009% | |
4/12/2024 | Charles Schwab Trust Co | 472,153 | $18.16M | 1.7% | -8.2% | 0.260% | |
4/12/2024 | Financial Synergies Wealth Advisors Inc. | 910 | $35K | 0.0% | +510.7% | 0.001% | |
4/12/2024 | Steph & Co. | 8,370 | $322K | 0.1% | -3.7% | 0.005% | |
4/11/2024 | Market Street Wealth Management Advisors LLC | 123,789 | $4.76M | 0.8% | -5.0% | 0.067% | |