5/15/2025 | OLD Mission Capital LLC | 23,566 | $986K | 0.0% | N/A | 0.515% | |
5/14/2025 | CreativeOne Wealth LLC | 17,507 | $733K | 0.0% | +3.7% | 0.381% | |
5/14/2025 | FWG Investments LLC. | 13,609 | $570K | 0.7% | -21.2% | 0.296% | |
5/14/2025 | Kestra Advisory Services LLC | 32,644 | $1.37M | 0.0% | +15.1% | 0.710% | |
5/13/2025 | Cresset Asset Management LLC | 119,710 | $5.01M | 0.0% | +9.9% | 2.602% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 1,441 | $60K | 0.1% | N/A | 0.031% | |
5/13/2025 | HighTower Advisors LLC | 87,598 | $3.67M | 0.0% | -2.3% | 1.904% | |
5/9/2025 | WealthShield Partners LLC | 2,300 | $96K | 0.0% | -39.5% | 0.050% | |
5/9/2025 | Thoroughbred Financial Services LLC | 25,341 | $1.06M | 0.1% | +2.3% | 0.551% | |
5/9/2025 | Blair William & Co. IL | 78,690 | $3.29M | 0.0% | -1.0% | 1.711% | |
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5/8/2025 | Wealthquest Corp | 16,874 | $706K | 0.0% | -13.7% | 0.367% | |
5/8/2025 | Arkadios Wealth Advisors | 22,681 | $949K | 0.0% | N/A | 0.493% | |
5/8/2025 | FSA Advisors Inc. | 26,346 | $1.10M | 0.9% | +103.2% | 0.573% | |
5/7/2025 | Vantage Financial Partners LLC | 19,615 | $821K | 0.2% | -4.5% | 0.426% | |
5/7/2025 | LPL Financial LLC | 43,779 | $1.83M | 0.0% | +1.3% | 0.952% | |
5/6/2025 | Cetera Investment Advisers | 66,505 | $2.78M | 0.0% | -6.0% | 1.446% | |
5/6/2025 | AE Wealth Management LLC | 6,012 | $252K | 0.0% | +9.9% | 0.131% | |
5/5/2025 | Blue Bell Private Wealth Management LLC | 700 | $29K | 0.0% | N/A | 0.015% | |
5/5/2025 | IFP Advisors Inc | 6,413 | $268K | 0.0% | +9.5% | 0.139% | |
4/30/2025 | Cerity Partners LLC | 147,743 | $6.18M | 0.0% | +6.5% | 3.212% | |
4/29/2025 | Wood Tarver Financial Group LLC | 3,854 | $161K | 0.1% | +142.2% | 0.084% | |
4/29/2025 | Envestnet Asset Management Inc. | 53,609 | $2.24M | 0.0% | +6.5% | 1.165% | |
4/29/2025 | Penserra Capital Management LLC | 406,838 | $17.03M | 0.3% | +17.2% | 8.844% | |
4/29/2025 | Strategic Blueprint LLC | 37,852 | $1.58M | 0.1% | +198.0% | 0.823% | |
4/29/2025 | Brookstone Capital Management | 595,448 | $24.92M | 0.4% | +10.3% | 12.945% | |
4/28/2025 | Mutual Advisors LLC | 8,444 | $350K | 0.0% | +17.4% | 0.184% | |
4/28/2025 | Weaver Consulting Group | 7,899 | $331K | 0.1% | -14.5% | 0.172% | |
4/28/2025 | NovaPoint Capital LLC | 50,716 | $2.12M | 0.7% | -8.1% | 1.103% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 1,020 | $43K | 0.0% | N/A | 0.022% | |
4/23/2025 | IMG Wealth Management Inc. | 18,812 | $787K | 0.7% | +42.3% | 0.409% | |
4/23/2025 | Continuum Advisory LLC | 741 | $31K | 0.0% | +128.0% | 0.016% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 49,662 | $2.08M | 0.0% | -3.6% | 1.080% | |
4/16/2025 | CRA Financial Services LLC | 8,870 | $371K | 0.1% | -7.9% | 0.178% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 8,560 | $358K | 0.0% | -5.5% | 0.172% | |
4/16/2025 | Krilogy Financial LLC | 36,330 | $1.52M | 0.1% | -4.6% | 0.730% | |
4/15/2025 | Chris Bulman Inc | 45,848 | $1.92M | 1.2% | -2.8% | 0.921% | |
4/15/2025 | Integral Investment Advisors Inc. | 30,234 | $1.27M | 0.4% | -19.2% | 0.607% | |
4/14/2025 | Farther Finance Advisors LLC | 2,415 | $101K | 0.0% | N/A | 0.048% | |
4/14/2025 | Outlook Wealth Advisors LLC | 12,834 | $537K | 0.1% | +14.4% | 0.258% | |
4/14/2025 | BCS Wealth Management | 29,987 | $1.26M | 0.3% | -2.6% | 0.602% | |
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4/11/2025 | Pinnacle Wealth Management Group Inc. | 7,630 | $319K | 0.2% | N/A | 0.153% | |
4/9/2025 | RFG Advisory LLC | 9,165 | $384K | 0.0% | -28.6% | 0.184% | |
4/9/2025 | Milestone Asset Management LLC | 13,859 | $580K | 0.1% | -10.1% | 0.278% | |
4/9/2025 | Fragasso Financial Advisors Inc | 6,612 | $277K | 0.0% | +29.9% | 0.133% | |
4/7/2025 | AdvisorNet Financial Inc | 667 | $28K | 0.0% | -47.4% | 0.013% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 9,060 | $391K | 0.0% | +7.1% | 0.181% | |
3/6/2025 | Wood Tarver Financial Group LLC | 1,591 | $68K | 0.0% | N/A | 0.023% | |
2/17/2025 | Stuart Chaussee & Associates Inc. | 2,620,110 | $112.95M | 28.0% | N/A | 70.814% | |
2/17/2025 | Snowden Capital Advisors LLC | 20,902 | $901K | 0.0% | +95.3% | 0.565% | |
2/17/2025 | CoreCap Advisors LLC | 10,084 | $435K | 0.0% | -45.6% | 0.273% | |
2/17/2025 | Cresset Asset Management LLC | 108,963 | $4.70M | 0.0% | +1,552.5% | 2.945% | |
2/17/2025 | Cetera Investment Advisers | 70,747 | $3.05M | 0.0% | +2.7% | 1.912% | |
2/17/2025 | Citadel Advisors LLC | 10,124 | $436K | 0.0% | N/A | 0.274% | |
2/14/2025 | Beacon Pointe Advisors LLC | 20,053 | $864K | 0.0% | +50.9% | 0.542% | |
2/14/2025 | Capital Analysts LLC | 2,402 | $104K | 0.0% | -14.5% | 0.065% | |
2/14/2025 | Three Seasons Wealth LLC | 13,683 | $590K | 0.3% | N/A | 0.370% | |
2/14/2025 | IHT Wealth Management LLC | 15,224 | $656K | 0.0% | N/A | 0.411% | |
2/14/2025 | MML Investors Services LLC | 33,916 | $1.46M | 0.0% | +7.6% | 0.917% | |
2/13/2025 | First Commonwealth Financial Corp PA | 16,378 | $706K | 0.2% | N/A | 0.443% | |
2/13/2025 | CreativeOne Wealth LLC | 16,881 | $728K | 0.0% | N/A | 0.456% | |
2/13/2025 | Raymond James Financial Inc. | 25,355 | $1.09M | 0.0% | N/A | 0.685% | |
2/13/2025 | Cerity Partners LLC | 138,692 | $5.98M | 0.0% | +276.4% | 3.748% | |
2/13/2025 | Trek Financial LLC | 36,719 | $1.58M | 0.1% | +14.0% | 0.992% | |
2/13/2025 | Waterloo Capital L.P. | 5,203 | $224K | 0.0% | N/A | 0.141% | |
2/13/2025 | Envestnet Asset Management Inc. | 50,359 | $2.17M | 0.0% | +20.0% | 1.361% | |
2/12/2025 | Bullseye Investment Management LLC | 54,510 | $2.35M | 1.6% | -74.4% | 1.473% | |
2/12/2025 | Blair William & Co. IL | 79,464 | $3.43M | 0.0% | N/A | 2.148% | |
2/11/2025 | LPL Financial LLC | 43,233 | $1.86M | 0.0% | -11.6% | 1.168% | |
2/10/2025 | IMG Wealth Management Inc. | 13,222 | $570K | 0.5% | N/A | 0.357% | |
2/10/2025 | GWN Securities Inc. | 11,592 | $511K | 0.1% | N/A | 0.313% | |
2/10/2025 | Harbour Investments Inc. | 9,142 | $394K | 0.0% | +96.3% | 0.247% | |
2/10/2025 | Valtinson Bruner Financial Planning LLC | 12,146 | $524K | 0.2% | +49.6% | 0.328% | |
2/10/2025 | Commonwealth Equity Services LLC | 241,099 | $10.39M | 0.0% | +21.8% | 6.516% | |
2/10/2025 | EverSource Wealth Advisors LLC | 1,066 | $46K | 0.0% | -19.0% | 0.029% | |
2/7/2025 | HighTower Advisors LLC | 89,646 | $3.87M | 0.0% | +27.8% | 2.423% | |
2/6/2025 | Raymond James Financial Inc. | 25,355 | $1.09M | 0.0% | N/A | 0.685% | |
2/6/2025 | Vantage Financial Partners LLC | 20,540 | $885K | 0.2% | +12.0% | 0.555% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 2,495 | $108K | 0.0% | +64.6% | 0.067% | |
2/5/2025 | SRS Capital Advisors Inc. | 13,539 | $584K | 0.0% | +10.9% | 0.366% | |
2/4/2025 | IFP Advisors Inc | 5,858 | $253K | 0.0% | +27.7% | 0.158% | |
2/4/2025 | WealthShield Partners LLC | 3,799 | $164K | 0.0% | N/A | 0.103% | |
2/4/2025 | Wealthgarden F.S. LLC | 6,674 | $288K | 0.3% | N/A | 0.180% | |
2/4/2025 | Integral Investment Advisors Inc. | 37,434 | $1.61M | 0.5% | +61.6% | 1.012% | |
2/3/2025 | Sigma Planning Corp | 12,242 | $528K | 0.0% | -19.7% | 0.331% | |
1/30/2025 | Allworth Financial LP | 1,355 | $60K | 0.0% | -30.5% | 0.037% | |
1/30/2025 | Principal Securities Inc. | 5,001 | $216K | 0.0% | +8.4% | 0.135% | |
1/30/2025 | DHJJ Financial Advisors Ltd. | 16,792 | $724K | 0.3% | +7.2% | 0.454% | |
1/29/2025 | Focus Financial Network Inc. | 9,314 | $402K | 0.0% | +5.1% | 0.252% | |
1/28/2025 | Archer Investment Corp | 7,787 | $336K | 0.1% | -22.1% | 0.210% | |
1/27/2025 | Beacon Financial Advisory LLC | 15,495 | $668K | 0.2% | +17.1% | 0.419% | |
Trump’s New Order Could Boost Social Security Benefits by 400% (Ad) If you collect—or plan to collect—Social Security, you need to see this.
A new initiative tied to President Trump's Executive Order #14196 could not only save Social Security from collapse...
...but potentially increase benefits by up to 400%, according to legendary investor Louis Navellier. Click here to watch the full presentation before it's too late. |
1/27/2025 | NovaPoint Capital LLC | 55,175 | $2.38M | 0.7% | N/A | 1.491% | |
1/27/2025 | Optimist Retirement Group LLC | 5,171 | $223K | 0.1% | -6.9% | 0.140% | |
1/27/2025 | Lion Street Advisors LLC | 8,893 | $383K | 0.1% | +8.4% | 0.240% | |
1/24/2025 | Spire Wealth Management | 7,100 | $306K | 0.0% | +294.4% | 0.192% | |
1/24/2025 | My Personal CFO LLC | 74,336 | $3.21M | 1.6% | +11.0% | 2.009% | |
1/23/2025 | FSA Advisors Inc. | 12,967 | $559K | 0.7% | -2.8% | 0.350% | |
1/23/2025 | Strategic Blueprint LLC | 12,704 | $548K | 0.0% | N/A | 0.343% | |
1/21/2025 | Lantz Financial LLC | 11,710 | $505K | 0.1% | +56.5% | 0.316% | |
1/17/2025 | Secure Asset Management LLC | 6,055 | $261K | 0.0% | N/A | 0.164% | |
1/17/2025 | Janney Montgomery Scott LLC | 20,593 | $888K | 0.0% | +37.7% | 0.557% | |