| 5/1/2025 | Curtis Advisory Group LLC | 12,215 | $384K | 0.1% | N/A | 0.183% | |
| 5/1/2025 | Kathmere Capital Management LLC | 90,772 | $2.85M | 0.2% | +0.4% | 1.359% | |
| 5/1/2025 | Diversify Wealth Management LLC | 145,225 | $4.54M | 0.3% | -0.3% | 2.174% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 577,286 | $18.14M | 0.5% | +23.4% | 8.642% | |
| 4/29/2025 | Heritage Wealth Management Inc. | 10,411 | $327K | 0.1% | N/A | 0.156% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 169,508 | $5.33M | 0.0% | +9.9% | 2.538% | |
| 4/29/2025 | World Investment Advisors | 72,009 | $2.26M | 0.1% | -2.2% | 1.078% | |
| 4/29/2025 | 4J Wealth Management LLC | 201,453 | $6.33M | 5.0% | +44.7% | 3.016% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 7,486 | $235K | 0.0% | N/A | 0.112% | |
| 4/23/2025 | Western Wealth Management LLC | 12,887 | $405K | 0.0% | +17.8% | 0.193% | |
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| 4/23/2025 | Balance Wealth LLC | 31,297 | $983K | 0.6% | N/A | 0.469% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 68,773 | $2.16M | 0.0% | +10.3% | 1.034% | |
| 4/22/2025 | Continuum Wealth Advisors LLC | 28,172 | $885K | 0.5% | +27.4% | 0.424% | |
| 4/18/2025 | Capital Wealth Management LLC | 155,534 | $4.89M | 2.0% | +80.0% | 2.339% | |
| 4/16/2025 | Seros Financial LLC | 202,607 | $6.37M | 4.8% | N/A | 3.047% | |
| 4/15/2025 | Integral Investment Advisors Inc. | 10,400 | $327K | 0.1% | -16.1% | 0.156% | |
| 4/14/2025 | Daymark Wealth Partners LLC | 11,099 | $349K | 0.0% | N/A | 0.166% | |
| 4/11/2025 | KFG Wealth Management LLC | 114,267 | $3.59M | 0.7% | +7.1% | 1.718% | |
| 4/10/2025 | Diligent Investors LLC | 46,958 | $1.48M | 0.4% | -0.8% | 0.706% | |
| 4/9/2025 | Capital Asset Advisory Services LLC | 580,500 | $18.39M | 0.9% | +20.9% | 8.729% | |
| 3/12/2025 | Centaurus Financial Inc. | 22,429 | $724K | 0.0% | -1.4% | 0.340% | |
| 2/26/2025 | Advisor Resource Council | 6,704 | $217K | 0.2% | N/A | 0.182% | |
| 2/17/2025 | Visionary Wealth Advisors | 85,850 | $2.77M | 0.2% | +1.8% | 2.333% | |
| 2/17/2025 | Diligent Investors LLC | 47,338 | $1.53M | 0.4% | +6.7% | 1.286% | |
| 2/17/2025 | Cetera Investment Advisers | 103,381 | $3.34M | 0.0% | +11.8% | 2.809% | |
| 2/17/2025 | Citadel Advisors LLC | 9,641 | $311K | 0.0% | -3.9% | 0.262% | |
| 2/17/2025 | Chapman Financial Group LLC | 6,580 | $213K | 0.2% | N/A | 0.179% | |
| 2/14/2025 | Bellwether Advisors LLC | 3,396 | $110K | 0.0% | N/A | 0.092% | |
| 2/13/2025 | CreativeOne Wealth LLC | 7,018 | $227K | 0.0% | N/A | 0.191% | |
| 2/13/2025 | NFP Retirement Inc. | 71,490 | $2.31M | 0.2% | +5.2% | 1.943% | |
| 2/13/2025 | Raymond James Financial Inc. | 13,519 | $437K | 0.0% | N/A | 0.367% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 154,214 | $4.98M | 0.0% | -18.4% | 4.191% | |
| 2/12/2025 | World Investment Advisors | 73,640 | $2.38M | 0.1% | +3.3% | 2.001% | |
| 2/11/2025 | LPL Financial LLC | 237,040 | $7.66M | 0.0% | +97.7% | 6.441% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 467,850 | $15.11M | 0.4% | +14.7% | 12.713% | |
| 2/10/2025 | GWN Securities Inc. | 60,213 | $1.95M | 0.5% | N/A | 1.636% | |
| 2/7/2025 | HighTower Advisors LLC | 188,974 | $6.10M | 0.0% | +4.3% | 5.135% | |
| 2/6/2025 | Raymond James Financial Inc. | 13,519 | $437K | 0.0% | N/A | 0.367% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 85,879 | $2.77M | 0.0% | +3.1% | 2.334% | |
| 2/6/2025 | Bedel Financial Consulting Inc. | 47,670 | $1.57M | 0.2% | +17.3% | 1.295% | |
What President Trump’s Executive Order 14154 means for your money (Ad) Nearly $3 trillion disappeared from the stock market on Thursday morning.
According to Whitney Tilson - a former hedge fund manager who predicted the dotcom crash, the housing crisis, and the 2022 tech stock bloodbath - a little-known executive order from the President's first day in office could spark a paradigm-shift that will likely catch millions of Americans off guard. But because of the massive changes impacting U.S. stocks, Tilson has agreed to publish his latest fi |
| 2/5/2025 | MKD Wealth Coaches LLC | 15,740 | $508K | 0.5% | N/A | 0.428% | |
| 2/4/2025 | Continuum Wealth Advisors LLC | 22,121 | $715K | 0.4% | -4.7% | 0.601% | |
| 2/3/2025 | Private Advisor Group LLC | 16,369 | $529K | 0.0% | +5.9% | 0.445% | |
| 1/31/2025 | Truist Financial Corp | 17,681 | $571K | 0.0% | -77.8% | 0.480% | |
| 1/30/2025 | Principal Securities Inc. | 43,034 | $1.39M | 0.0% | +33.2% | 1.169% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 6,565 | $212K | 0.0% | N/A | 0.178% | |
| 1/27/2025 | Syntegra Private Wealth Group LLC | 65,327 | $2.11M | 0.2% | +10.4% | 1.775% | |
| 1/24/2025 | OFC Financial Planning LLC | 31,620 | $1.02M | 1.1% | N/A | 0.859% | |
| 1/24/2025 | 4J Wealth Management LLC | 139,263 | $4.50M | 3.6% | +6.4% | 3.784% | |
| 1/22/2025 | Capital Asset Advisory Services LLC | 479,977 | $15.61M | 0.8% | +15.6% | 13.043% | |
| 1/21/2025 | KFG Wealth Management LLC | 106,652 | $3.45M | 0.6% | +172.6% | 2.898% | |
| 1/21/2025 | Atlas Private Wealth Advisors | 7,040 | $227K | 0.0% | N/A | 0.191% | |
| 1/21/2025 | Encompass More Asset Management | 149,947 | $4.84M | 1.6% | +13.1% | 4.075% | |
| 1/21/2025 | RFG Advisory LLC | 21,432 | $692K | 0.0% | -6.0% | 0.582% | |
| 1/17/2025 | Independent Wealth Network Inc. | 19,448 | $628K | 0.3% | +1.9% | 0.528% | |
| 1/16/2025 | Capital Wealth Management LLC | 86,428 | $2.79M | 1.2% | +1.6% | 2.349% | |
| 1/16/2025 | Diversify Wealth Management LLC | 145,710 | $4.69M | 0.4% | +0.9% | 3.960% | |
| 1/14/2025 | Kathmere Capital Management LLC | 90,386 | $2.92M | 0.3% | +2.7% | 2.456% | |
| 11/25/2024 | World Investment Advisors LLC | 71,277 | $2.25M | 0.1% | -2.6% | 1.937% | |
| 11/15/2024 | MML Investors Services LLC | 18,581 | $587K | 0.0% | +10.4% | 0.505% | |
| 11/15/2024 | SageView Advisory Group LLC | 13,370 | $422K | 0.0% | -23.2% | 0.363% | |
| 11/15/2024 | HighTower Advisors LLC | 181,199 | $5.72M | 0.0% | +8.6% | 4.924% | |
| 11/14/2024 | Encompass More Asset Management | 132,600 | $4.19M | 1.6% | N/A | 3.603% | |
| 11/4/2024 | Axxcess Wealth Management LLC | 407,973 | $12.88M | 0.3% | +1,998.3% | 11.086% | |
| 10/25/2024 | Diversify Wealth Management LLC | 144,412 | $4.59M | 0.4% | +1,818.6% | 3.924% | |
| 10/22/2024 | Syntegra Private Wealth Group LLC | 59,184 | $1.87M | 0.2% | +8.6% | 1.608% | |
| 10/19/2024 | Capital Wealth Management LLC | 85,087 | $2.69M | 1.2% | +7.3% | 2.312% | |
| 10/18/2024 | Continuum Wealth Advisors LLC | 23,214 | $733K | 0.4% | +25.0% | 0.631% | |
| 8/22/2024 | Cetera Investment Advisers | 61,847 | $1.89M | 0.0% | +41.7% | 1.681% | |
| 8/21/2024 | Truist Financial Corp | 73,888 | $2.26M | 0.0% | -38.8% | 2.008% | |
| 8/15/2024 | Delta Investment Management LLC | 22,345 | $682K | 0.2% | -58.8% | 0.607% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 165,725 | $5.06M | 0.0% | +0.5% | 4.503% | |
| 8/10/2024 | Axxcess Wealth Management LLC | 19,443 | $593K | 0.0% | N/A | 0.528% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 178,264 | $5.44M | 0.0% | -19.1% | 4.844% | |
| 8/8/2024 | CoreCap Advisors LLC | 11,615 | $355K | 0.0% | N/A | 0.316% | |
| 8/8/2024 | Hazlett Burt & Watson Inc. | 1,300 | $40K | 0.0% | -61.3% | 0.035% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 11,573 | $353K | 0.0% | +16.4% | 0.314% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 34,522 | $1.05M | 0.0% | +92.5% | 0.938% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 2,932 | $89K | 0.0% | +23.3% | 0.080% | |
| 7/18/2024 | 4J Wealth Management LLC | 122,828 | $3.75M | 3.1% | +5.3% | 3.338% | |
| 7/17/2024 | Capital Wealth Management LLC | 79,313 | $2.42M | 1.1% | +15.3% | 2.155% | |
| 7/15/2024 | Diligent Investors LLC | 43,250 | $1.32M | 0.3% | +11.8% | 1.175% | |
| 7/15/2024 | D.B. Root & Company LLC | 7,976 | $243K | 0.1% | -41.1% | 0.217% | |
| 7/15/2024 | RFG Advisory LLC | 18,882 | $576K | 0.0% | +86.1% | 0.513% | |
| 7/1/2024 | Kathmere Capital Management LLC | 101,317 | $2.81M | 0.4% | +10.0% | 2.753% | |
| 5/24/2024 | Cetera Advisors LLC | 28,251 | $830K | 0.0% | N/A | 0.768% | |
| 5/20/2024 | Independent Wealth Network Inc. | 18,649 | $548K | 0.3% | N/A | 0.507% | |
| 5/20/2024 | Continuum Wealth Advisors LLC | 18,268 | $537K | 0.3% | +8.3% | 0.496% | |
| 5/9/2024 | Delta Investment Management LLC | 54,212 | $1.59M | 0.4% | +105.8% | 1.473% | |
| 5/9/2024 | SageView Advisory Group LLC | 61,135 | $1.73M | 0.1% | -46.6% | 1.661% | |
What President Trump’s Executive Order 14154 means for your money (Ad) Nearly $3 trillion disappeared from the stock market on Thursday morning.
According to Whitney Tilson - a former hedge fund manager who predicted the dotcom crash, the housing crisis, and the 2022 tech stock bloodbath - a little-known executive order from the President's first day in office could spark a paradigm-shift that will likely catch millions of Americans off guard. But because of the massive changes impacting U.S. stocks, Tilson has agreed to publish his latest fi |
| 5/7/2024 | Bedel Financial Consulting Inc. | 33,491 | $984K | 0.2% | -22.8% | 0.910% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 2,377 | $70K | 0.0% | N/A | 0.065% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 1,046 | $31K | 0.0% | N/A | 0.029% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 6,980 | $205K | 0.0% | +8.3% | 0.191% | |
| 4/23/2024 | Global Retirement Partners LLC | 1,200 | $35K | 0.0% | N/A | 0.033% | |
| 4/23/2024 | 4J Wealth Management LLC | 116,670 | $3.43M | 3.0% | N/A | 3.196% | |
| 4/19/2024 | Capital Wealth Management LLC | 68,797 | $2.02M | 1.0% | -3.8% | 1.885% | |
| 4/19/2024 | KFG Wealth Management LLC | 23,310 | $685K | 0.3% | +17.3% | 0.639% | |
| 4/16/2024 | Kathmere Capital Management LLC | 92,123 | $2.71M | 0.3% | -9.1% | 5.205% | |
| 3/6/2024 | SageView Advisory Group LLC | 114,544 | $3.18M | 0.1% | N/A | 6.471% | |
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