| 5/16/2025 | Goldman Sachs Group Inc. | 14,527 | $1.09M | 0.0% | N/A | 0.259% | |
| 5/16/2025 | Jones Financial Companies Lllp | 245,594 | $17.26M | 0.0% | N/A | 4.386% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 75,358 | $5.65M | 0.1% | N/A | 1.346% | |
| 5/15/2025 | Royal Bank of Canada | 5,535 | $415K | 0.0% | +32.7% | 0.099% | |
| 5/14/2025 | Apexium Financial LP | 15,793 | $1.18M | 0.1% | N/A | 0.282% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 5,437 | $407K | 0.0% | +27.3% | 0.097% | |
| 5/14/2025 | TFB Advisors LLC | 3,030 | $227K | 0.1% | N/A | 0.054% | |
| 5/13/2025 | Raymond James Financial Inc. | 84,729 | $6.35M | 0.0% | +3.5% | 1.513% | |
| 5/9/2025 | Comprehensive Financial Planning Inc. PA | 4,219 | $316K | 0.3% | -18.5% | 0.075% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 58,342 | $4.37M | 0.1% | -16.7% | 1.042% | |
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| 5/7/2025 | LPL Financial LLC | 58,279 | $4.37M | 0.0% | +60.2% | 1.041% | |
| 5/6/2025 | Assetmark Inc. | 12,702 | $952K | 0.0% | N/A | 0.227% | |
| 5/6/2025 | Cetera Investment Advisers | 3,261 | $244K | 0.0% | +10.7% | 0.058% | |
| 5/6/2025 | AE Wealth Management LLC | 9,446 | $708K | 0.0% | N/A | 0.169% | |
| 5/6/2025 | Efficient Advisors LLC | 11,055 | $828K | 0.1% | N/A | 0.197% | |
| 5/2/2025 | KM Capital Management Ltd. | 17,751 | $1.33M | 0.7% | +37.3% | 0.317% | |
| 5/2/2025 | Sigma Planning Corp | 7,646 | $573K | 0.0% | +44.3% | 0.137% | |
| 5/1/2025 | Fulcrum Equity Management | 12,592 | $944K | 1.0% | N/A | 0.225% | |
| 4/30/2025 | Cerity Partners LLC | 4,393 | $329K | 0.0% | -12.2% | 0.078% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 7,735 | $580K | 0.1% | +2.4% | 0.138% | |
| 4/30/2025 | Trek Financial LLC | 45,370 | $3.40M | 0.2% | N/A | 0.810% | |
| 4/29/2025 | Sutton Place Investors LLC | 27,375 | $2.05M | 1.4% | +8.7% | 0.489% | |
| 4/28/2025 | Lansing Street Advisors | 11,653 | $873K | 0.3% | +56.3% | 0.208% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 17,728 | $1.33M | 0.1% | -23.8% | 0.317% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 203,215 | $15.28M | 0.0% | -13.9% | 3.629% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 25,864 | $1.94M | 0.0% | +33.6% | 0.462% | |
| 4/18/2025 | Financial Perspectives Inc | 10,245 | $815K | 0.3% | -4.9% | 0.183% | |
| 4/16/2025 | RMR Wealth Builders | 8,427 | $632K | 0.1% | N/A | 0.150% | |
| 4/15/2025 | Kozak & Associates Inc. | 679,194 | $50.25M | 12.5% | +2.5% | 12.128% | |
| 4/15/2025 | Parsons Capital Management Inc. RI | 3,288 | $246K | 0.0% | N/A | 0.059% | |
| 4/15/2025 | Shira Ridge Wealth Management | 17,326 | $1.30M | 0.6% | -19.3% | 0.309% | |
| 4/14/2025 | Pallas Capital Advisors LLC | 12,836 | $962K | 0.0% | -2.8% | 0.229% | |
| 4/14/2025 | Farther Finance Advisors LLC | 419 | $32K | 0.0% | -42.0% | 0.007% | |
| 4/9/2025 | Gradient Investments LLC | 106,550 | $7.99M | 0.2% | N/A | 1.903% | |
| 2/18/2025 | McIlrath & Eck LLC | 293 | $25K | 0.0% | N/A | 0.008% | |
| 2/17/2025 | Cetera Investment Advisers | 2,946 | $251K | 0.0% | -10.9% | 0.083% | |
| 2/17/2025 | Citadel Advisors LLC | 35,616 | $3.04M | 0.0% | +91.2% | 1.003% | |
| 2/14/2025 | Susquehanna International Group LLP | 19,894 | $1.70M | 0.0% | -58.4% | 0.560% | |
| 2/14/2025 | MML Investors Services LLC | 101,639 | $8.67M | 0.0% | +10.2% | 2.863% | |
| 2/14/2025 | GeoWealth Management LLC | 62,230 | $5.31M | 0.2% | N/A | 1.753% | |
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| 2/13/2025 | Mariner LLC | 2,953 | $252K | 0.0% | N/A | 0.083% | |
| 2/13/2025 | Advisors Capital Management LLC | 14,984 | $1.28M | 0.0% | +8.4% | 0.422% | |
| 2/13/2025 | Raymond James Financial Inc. | 81,864 | $6.99M | 0.0% | N/A | 2.306% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 8,356 | $713K | 0.0% | N/A | 0.235% | |
| 2/12/2025 | JPMorgan Chase & Co. | 22,713 | $1.94M | 0.0% | -2.9% | 0.640% | |
| 2/11/2025 | LPL Financial LLC | 36,377 | $3.10M | 0.0% | +97.1% | 1.025% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 10,570 | $902K | 0.0% | -2.6% | 0.298% | |
| 2/6/2025 | Raymond James Financial Inc. | 81,864 | $6.99M | 0.0% | N/A | 2.306% | |
| 2/3/2025 | Sigma Planning Corp | 5,300 | $452K | 0.0% | +11.1% | 0.149% | |
| 2/3/2025 | Financial Perspectives Inc | 10,773 | $919K | 0.3% | +2.2% | 0.303% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 70,007 | $5.97M | 0.1% | +405.0% | 1.972% | |
| 1/31/2025 | Truist Financial Corp | 53,399 | $4.56M | 0.0% | -22.4% | 1.504% | |
| 1/31/2025 | Sanctuary Advisors LLC | 4,582 | $397K | 0.0% | +16.4% | 0.129% | |
| 1/30/2025 | Montag A & Associates Inc. | 3,883 | $331K | 0.0% | +48.5% | 0.109% | |
| 1/29/2025 | Comprehensive Financial Planning Inc. PA | 5,174 | $441K | 0.4% | N/A | 0.146% | |
| 1/28/2025 | Moloney Securities Asset Management LLC | 7,551 | $644K | 0.1% | +20.9% | 0.213% | |
| 1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 236,098 | $20.32M | 0.1% | +1.3% | 6.651% | |
| 1/21/2025 | Patriot Investment Management Group Inc. | 10,937 | $933K | 0.1% | -1.6% | 0.308% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 23,274 | $1.99M | 0.1% | N/A | 0.656% | |
| 1/15/2025 | HB Wealth Management LLC | 2,500 | $213K | 0.0% | N/A | 0.070% | |
| 1/14/2025 | Signal Advisors Wealth LLC | 2,561 | $219K | 0.0% | N/A | 0.072% | |
| 1/14/2025 | Shira Ridge Wealth Management | 21,460 | $1.83M | 0.9% | -2.4% | 0.605% | |
| 1/13/2025 | Pallas Capital Advisors LLC | 13,209 | $1.13M | 0.0% | +3.9% | 0.372% | |
| 1/6/2025 | Kozak & Associates Inc. | 662,789 | $57.33M | 13.1% | -1.8% | 18.670% | |
| 12/26/2024 | JPMorgan Chase & Co. | 23,401 | $1.83M | 0.0% | +22.2% | 0.659% | |
| 11/15/2024 | MML Investors Services LLC | 92,267 | $7.23M | 0.0% | +6.0% | 2.599% | |
| 11/15/2024 | Glen Eagle Advisors LLC | 5,516 | $432K | 0.1% | +11.1% | 0.155% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 758 | $59K | 0.0% | N/A | 0.021% | |
| 10/29/2024 | Lansing Street Advisors | 7,456 | $584K | 0.2% | +5.0% | 0.210% | |
| 10/29/2024 | Farther Finance Advisors LLC | 667 | $52K | 0.0% | -17.6% | 0.019% | |
| 10/25/2024 | Pallas Capital Advisors LLC | 12,708 | $1.01M | 0.0% | +4.5% | 0.358% | |
| 10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 233,125 | $18.25M | 0.1% | +13.2% | 6.567% | |
| 10/18/2024 | Raymond James & Associates | 73,403 | $5.75M | 0.0% | +5.4% | 2.068% | |
| 10/17/2024 | Kozak & Associates Inc. | 674,967 | $54.32M | 12.9% | +1.4% | 19.013% | |
| 10/10/2024 | Shira Ridge Wealth Management | 21,992 | $1.72M | 0.9% | +15.9% | 0.619% | |
| 9/5/2024 | Sanctuary Advisors LLC | 3,842 | $289K | 0.0% | N/A | 0.108% | |
| 8/21/2024 | Truist Financial Corp | 69,119 | $5.20M | 0.0% | -4.6% | 1.947% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 3,503 | $263K | 0.0% | N/A | 0.099% | |
| 8/9/2024 | Financial Perspectives Inc | 10,386 | $781K | 0.3% | +2.6% | 0.293% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 9,691 | $729K | 0.0% | +3.6% | 0.273% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 20,474 | $1.54M | 0.0% | -63.4% | 0.577% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 13,862 | $1.04M | 0.0% | -12.8% | 0.390% | |
| 7/22/2024 | Pallas Capital Advisors LLC | 12,159 | $909K | 0.0% | +27.0% | 0.343% | |
| 7/19/2024 | Raymond James & Associates | 69,635 | $5.24M | 0.0% | +23.0% | 1.962% | |
| 7/15/2024 | Patriot Investment Management Group Inc. | 11,186 | $841K | 0.1% | +3.9% | 0.315% | |
| 7/12/2024 | Shira Ridge Wealth Management | 18,969 | $1.43M | 0.8% | +5.8% | 0.534% | |
| 7/5/2024 | Kozak & Associates Inc. | 665,660 | $51.14M | 12.6% | +2.9% | 18.751% | |
| 5/17/2024 | Kozak & Associates Inc. | 646,599 | $45.81M | 12.3% | +4.4% | 18.214% | |
| 5/8/2024 | Advisors Preferred LLC | 1,581 | $112K | 0.0% | -69.2% | 0.046% | |
| 5/7/2024 | Montag A & Associates Inc. | 2,877 | $204K | 0.0% | N/A | 0.083% | |
The DOJ Just Said Your Money Isn’t Yours (Ad) What If Washington Declared That:
YOUR Money ISN'T Actually Yours?
Sounds insane, but that's exactly what the Department of Justice just admitted in court—claiming cash isn't legally your property.
What does that mean? It means Washington thinks they can seize, freeze, or drain your accounts—whenever they want. Get your free guide now by clicking here >> |
| 5/2/2024 | Haverford Trust Co | 3,115 | $221K | 0.0% | N/A | 0.090% | |
| 5/2/2024 | Moloney Securities Asset Management LLC | 6,155 | $436K | 0.1% | -5.0% | 0.178% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 134,728 | $9.54M | 0.0% | N/A | 3.905% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 9,355 | $662K | 0.0% | +24.1% | 0.271% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 975 | $69K | 0.0% | N/A | 0.028% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 56,006 | $3.97M | 0.0% | -16.5% | 1.623% | |
| 4/19/2024 | Financial Perspectives Inc | 10,126 | $717K | 0.3% | +10.0% | 0.368% | |
| 4/18/2024 | Shira Ridge Wealth Management | 17,935 | $1.27M | 0.7% | +1.9% | 0.652% | |
| 4/17/2024 | Richardson Capital Management LLC | 768 | $54K | 0.0% | N/A | 0.028% | |
| 2/13/2024 | Tower Research Capital LLC TRC | 962 | $60K | 0.0% | -89.0% | 0.035% | |
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