8/18/2025 | Geneos Wealth Management Inc. | 20,434 | $994K | 0.0% | +2.3% | 0.110% | |
8/15/2025 | Captrust Financial Advisors | 170,594 | $8.29M | 0.0% | +106.8% | 0.917% | |
8/15/2025 | WFA of San Diego LLC | 1,529 | $74K | 0.1% | N/A | 0.008% | |
8/15/2025 | Lantern Wealth Advisors LLC | 7,402 | $360K | 0.2% | N/A | 0.040% | |
8/15/2025 | Balanced Rock Investment Advisors LLC | 23,694 | $1.15M | 0.9% | N/A | 0.127% | |
8/15/2025 | Bank of America Corp DE | 616,260 | $29.96M | 0.0% | +24.1% | 3.313% | |
8/14/2025 | Jane Street Group LLC | 526,367 | $25.59M | 0.0% | +1,315.4% | 2.830% | |
8/14/2025 | Raymond James Financial Inc. | 443,234 | $21.55M | 0.0% | +26.5% | 2.383% | |
8/14/2025 | Betterment LLC | 4,828 | $235K | 0.0% | N/A | 0.026% | |
8/14/2025 | BlackDiamond Wealth Management LLC | 36,175 | $1.76M | 1.0% | N/A | 0.194% | |
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8/14/2025 | Cary Street Partners Financial LLC | 47,660 | $2.32M | 0.1% | +10.2% | 0.256% | |
8/13/2025 | Seaview Investment Managers LLC | 5,430 | $264K | 0.1% | +23.1% | 0.029% | |
8/13/2025 | Baird Financial Group Inc. | 175,343 | $8.53M | 0.0% | -1.8% | 0.943% | |
8/13/2025 | Advocacy Wealth Management Services LLC | 4,548 | $221K | 0.0% | N/A | 0.024% | |
8/12/2025 | J.W. Cole Advisors Inc. | 26,213 | $1.27M | 0.0% | N/A | 0.141% | |
8/12/2025 | Advisors Asset Management Inc. | 16,934 | $823K | 0.0% | +4.6% | 0.091% | |
8/12/2025 | Aviso Financial Inc. | 2,940 | $143K | 0.0% | N/A | 0.016% | |
8/12/2025 | CreativeOne Wealth LLC | 22,663 | $1.10M | 0.0% | N/A | 0.122% | |
8/12/2025 | MAI Capital Management | 189,146 | $9.20M | 0.1% | +8.0% | 1.017% | |
8/12/2025 | JPMorgan Chase & Co. | 5,601 | $272K | 0.0% | +78.1% | 0.030% | |
8/12/2025 | PKS Advisory Services LLC | 13,924 | $677K | 0.2% | +13.8% | 0.075% | |
8/8/2025 | Avantax Advisory Services Inc. | 248,358 | $12.08M | 0.1% | +22.1% | 1.335% | |
8/8/2025 | Cetera Investment Advisers | 117,500 | $5.71M | 0.0% | +231.3% | 0.632% | |
8/8/2025 | Ignite Planners LLC | 157,525 | $7.62M | 1.1% | +6.6% | 0.847% | |
8/7/2025 | Verus Capital Partners LLC | 116,548 | $5.67M | 0.5% | +8.3% | 0.627% | |
8/7/2025 | Hughes Financial Services LLC | 378,378 | $18.41M | 3.2% | +101,341.8% | 2.034% | |
8/6/2025 | Walkner Condon Financial Advisors LLC | 57,125 | $2.78M | 0.5% | +23.9% | 0.307% | |
8/5/2025 | Atlas Private Wealth Advisors | 6,454 | $314K | 0.0% | +7.6% | 0.035% | |
8/5/2025 | Hills Bank & Trust Co | 328,375 | $15.97M | 1.0% | +12.5% | 1.765% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 121,557 | $5.91M | 0.4% | N/A | 0.654% | |
8/4/2025 | Assetmark Inc. | 803 | $39K | 0.0% | N/A | 0.004% | |
8/1/2025 | Motco | 11,344 | $550K | 0.1% | +31.4% | 0.061% | |
8/1/2025 | Advisory Alpha LLC | 12,891 | $627K | 0.0% | +7.9% | 0.069% | |
8/1/2025 | SYM FINANCIAL Corp | 37,922 | $1.84M | 0.2% | +12.2% | 0.204% | |
8/1/2025 | Envestnet Asset Management Inc. | 10,923 | $531K | 0.0% | +103.0% | 0.059% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 13,726 | $667K | 0.0% | +7.7% | 0.074% | |
7/31/2025 | Hobart Private Capital LLC | 88,892 | $4.32M | 1.0% | +4.0% | 0.478% | |
7/31/2025 | FSM Wealth Advisors LLC | 669,596 | $32.44M | 5.3% | +18.1% | 3.600% | |
7/30/2025 | Bleakley Financial Group LLC | 135,358 | $6.58M | 0.2% | +3.9% | 0.728% | |
7/30/2025 | Freedom Investment Management Inc. | 36,157 | $1.76M | 0.1% | -15.9% | 0.194% | |
Washington Thinks They Own Your Bank Account (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 >> |
7/29/2025 | Systelligence LLC | 200,867 | $9.77M | 1.8% | N/A | 1.080% | |
7/29/2025 | International Assets Investment Management LLC | 17,269 | $840K | 0.0% | -4.8% | 0.093% | |
7/29/2025 | Koshinski Asset Management Inc. | 74,080 | $3.60M | 0.3% | -4.1% | 0.398% | |
7/29/2025 | AssuredPartners Investment Advisors LLC | 25,578 | $1.24M | 0.3% | -67.5% | 0.138% | |
7/29/2025 | Stratos Wealth Advisors LLC | 59,114 | $2.87M | 0.2% | +4.9% | 0.318% | |
7/29/2025 | Roof Eidam Maycock Peralta LLC | 79,885 | $3.88M | 1.0% | N/A | 0.429% | |
7/28/2025 | ForthRight Wealth Management LLC | 325,518 | $15.83M | 4.9% | +7.2% | 1.750% | |
7/28/2025 | Axxcess Wealth Management LLC | 19,758 | $961K | 0.0% | +2.6% | 0.106% | |
7/28/2025 | Elmwood Wealth Management Inc. | 71,969 | $3.50M | 1.4% | -1.1% | 0.387% | |
7/25/2025 | Hazlett Burt & Watson Inc. | 775 | $38K | 0.0% | N/A | 0.004% | |
7/25/2025 | SPC Financial Inc. | 7,688 | $374K | 0.0% | -4.9% | 0.041% | |
7/24/2025 | Acima Private Wealth LLC | 211,503 | $10.28M | 3.5% | -2.9% | 1.137% | |
7/24/2025 | Etesian Wealth Advisors Inc. | 12,821 | $623K | 0.2% | +63.5% | 0.069% | |
7/24/2025 | Mainstay Capital Management LLC ADV | 928,901 | $45.16M | 2.2% | +17,815.2% | 4.994% | |
7/23/2025 | InTrack Investment Management Inc | 21,613 | $1.05M | 0.7% | N/A | 0.116% | |
7/23/2025 | Peak Financial Management Inc. | 288,578 | $14.03M | 4.0% | +2.1% | 1.551% | |
7/23/2025 | Ignite Planners LLC | 157,617 | $7.62M | 1.1% | +6.6% | 0.847% | |
7/23/2025 | Valmark Advisers Inc. | 7,101 | $345K | 0.0% | N/A | 0.038% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 110,555 | $5.38M | 0.1% | -29.7% | 0.594% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 20,611 | $1.00M | 0.0% | -10.0% | 0.111% | |
7/22/2025 | Berger Financial Group Inc | 28,986 | $1.41M | 0.1% | +32.8% | 0.156% | |
7/18/2025 | Wetzel Investment Advisors Inc. | 6,949 | $338K | 0.2% | -72.0% | 0.037% | |
7/18/2025 | Truist Financial Corp | 4,400 | $214K | 0.0% | -54.1% | 0.024% | |
7/18/2025 | Broadway Wealth Solutions Inc. | 121,196 | $5.89M | 3.7% | +9.9% | 0.652% | |
7/17/2025 | Halbert Hargrove Global Advisors LLC | 126,901 | $6.17M | 0.3% | +2.0% | 0.682% | |
7/17/2025 | LexAurum Advisors LLC | 75,354 | $3.66M | 0.6% | -9.7% | 0.405% | |
7/17/2025 | Janney Montgomery Scott LLC | 10,733 | $522K | 0.0% | +65.8% | 0.058% | |
7/16/2025 | Marmo Financial Group LLC | 101,593 | $4.94M | 2.5% | -0.4% | 0.546% | |
7/15/2025 | Regatta Capital Group LLC | 14,836 | $721K | 0.1% | N/A | 0.080% | |
7/15/2025 | McCarthy & Cox | 355,852 | $17.30M | 4.5% | -2.8% | 1.913% | |
7/15/2025 | Financial Management Professionals Inc. | 114,398 | $5.56M | 0.6% | -2.3% | 0.615% | |
7/15/2025 | CGN Advisors LLC | 199,320 | $9.69M | 0.9% | +4.9% | 1.072% | |
7/14/2025 | Brady Martz Wealth Solutions LLC | 6,590 | $320K | 0.1% | -36.2% | 0.035% | |
7/14/2025 | Narus Financial Partners LLC | 13,793 | $671K | 0.2% | +14.2% | 0.074% | |
7/11/2025 | Bouvel Investment Partners LLC | 43,523 | $2.12M | 0.7% | N/A | 0.234% | |
7/11/2025 | Windsor Capital Management LLC | 147,177 | $7.16M | 2.1% | -0.7% | 0.791% | |
7/10/2025 | KMG Fiduciary Partners LLC | 298,686 | $14.52M | 1.1% | +2.0% | 1.606% | |
7/10/2025 | Sunflower Bank N.A. | 25,071 | $1.22M | 0.3% | -16.1% | 0.135% | |
7/9/2025 | Fiduciary Alliance LLC | 135,820 | $6.60M | 0.5% | -0.5% | 0.730% | |
7/8/2025 | Adamsbrown Wealth Consultants LLC | 77,520 | $3.77M | 1.1% | -14.3% | 0.451% | |
7/8/2025 | Goldstone Financial Group LLC | 459,330 | $22.28M | 2.9% | +2,602.4% | 2.671% | |
7/8/2025 | Apella Capital LLC | 10,652 | $516K | 0.0% | N/A | 0.062% | |
7/7/2025 | First Citizens Financial Corp | 25,942 | $1.26M | 0.7% | -4.4% | 0.151% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 10,761 | $523K | 0.1% | +23.0% | 0.063% | |
7/7/2025 | Peterson Wealth Advisors LLC | 164,837 | $8.01M | 1.3% | +2.0% | 0.958% | |
7/1/2025 | Stonehearth Capital Management LLC | 4,181 | $203K | 0.1% | N/A | 0.024% | |
5/27/2025 | Jacobi Capital Management LLC | 35,473 | $1.70M | 0.1% | +8.2% | 0.232% | |
5/21/2025 | Geneos Wealth Management Inc. | 19,977 | $957K | 0.0% | +1.6% | 0.139% | |
5/19/2025 | Jane Street Group LLC | 37,189 | $1.78M | 0.0% | N/A | 0.258% | |
5/19/2025 | Advisory Alpha LLC | 11,952 | $572K | 0.0% | +31.3% | 0.083% | |
Washington Thinks They Own Your Bank Account (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 >> |
5/16/2025 | Jones Financial Companies Lllp | 150,614 | $7.21M | 0.0% | N/A | 1.046% | |
5/16/2025 | Advisors Asset Management Inc. | 16,195 | $776K | 0.0% | +9.4% | 0.112% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 12,739 | $610K | 0.0% | -5.0% | 0.088% | |
5/15/2025 | Royal Bank of Canada | 86,277 | $4.13M | 0.0% | -25.7% | 0.599% | |
5/15/2025 | MAI Capital Management | 175,124 | $8.39M | 0.1% | +3.0% | 1.216% | |
5/15/2025 | Brasada Capital Management LP | 9,670 | $457K | 0.1% | +5.9% | 0.067% | |
5/15/2025 | Baird Financial Group Inc. | 178,605 | $8.55M | 0.0% | -1.3% | 1.240% | |
5/14/2025 | PKS Advisory Services LLC | 12,232 | $586K | 0.2% | +16.3% | 0.085% | |
5/14/2025 | Freedom Investment Management Inc. | 42,994 | $2.06M | 0.2% | -5.8% | 0.299% | |
5/14/2025 | Capital Analysts LLC | 2,630 | $126K | 0.0% | +259.8% | 0.018% | |