4/25/2024 | Cambridge Investment Research Advisors Inc. | 32,077 | $1.53M | 0.0% | +26.3% | 0.360% | |
4/24/2024 | Simplicity Wealth LLC | 134,041 | $6.38M | 0.2% | N/A | 1.506% | |
4/23/2024 | Global Retirement Partners LLC | 2,975 | $142K | 0.0% | -21.1% | 0.033% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 52,533 | $2.50M | 0.0% | +11.1% | 0.590% | |
4/22/2024 | Drive Wealth Management LLC | 5,489 | $261K | 0.1% | -19.9% | 0.062% | |
4/22/2024 | Marmo Financial Group LLC | 53,094 | $2.53M | 1.5% | N/A | 0.597% | |
|
4/18/2024 | Saxon Interests Inc. | 12,861 | $612K | 0.3% | -56.6% | 0.145% | |
4/18/2024 | Narus Financial Partners LLC | 8,528 | $406K | 0.2% | +14.8% | 0.096% | |
4/17/2024 | Fiduciary Alliance LLC | 71,496 | $3.38M | 0.6% | +6.0% | 0.803% | |
4/16/2024 | Financial Management Professionals Inc. | 96,706 | $4.61M | 0.7% | -0.4% | 1.087% | |
4/15/2024 | Peterson Wealth Advisors LLC | 133,724 | $6.37M | 1.4% | +3.2% | 1.503% | |
4/15/2024 | Hobart Private Capital LLC | 59,003 | $2.81M | 0.9% | N/A | 0.663% | |
4/15/2024 | Etesian Wealth Advisors Inc. | 30,438 | $1.45M | 0.8% | -9.9% | 0.342% | |
4/12/2024 | CGN Advisors LLC | 229,848 | $10.95M | 1.4% | -6.0% | 2.583% | |
4/12/2024 | Ignite Planners LLC | 90,987 | $4.31M | 1.2% | +37.3% | 1.022% | |
4/12/2024 | Lane & Associates LLC | 15,340 | $731K | 0.5% | -16.3% | 0.172% | |
4/11/2024 | International Assets Investment Management LLC | 18,228 | $863K | 0.0% | -1.2% | 0.205% | |
4/11/2024 | Hyperion Partners LLC | 152,854 | $7.28M | 5.3% | +4.5% | 1.717% | |
4/10/2024 | LexAurum Advisors LLC | 64,621 | $3.08M | 0.8% | +17.0% | 0.726% | |
4/10/2024 | KMG Fiduciary Partners LLC | 217,882 | $10.38M | 1.1% | +55.4% | 2.448% | |
4/10/2024 | Sunflower Bank N.A. | 263,150 | $12.53M | 2.8% | +2.4% | 2.957% | |
2/15/2024 | Freedom Investment Management Inc. | 58,120 | $2.78M | 0.2% | -9.3% | 0.765% | |
2/13/2024 | Oppenheimer & Co. Inc. | 27,943 | $1.34M | 0.0% | +2.9% | 0.368% | |
2/9/2024 | Avantax Planning Partners Inc. | 250,149 | $11.96M | 0.5% | -5.5% | 3.291% | |
2/9/2024 | Certified Advisory Corp | 155,860 | $7.45M | 1.1% | +5.7% | 2.051% | |
2/9/2024 | Motco | 5,504 | $263K | 0.0% | -15.0% | 0.072% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 4,680 | $224K | 0.0% | +169.6% | 0.062% | |
2/7/2024 | Hills Bank & Trust Co | 208,182 | $9.95M | 1.0% | +6.9% | 2.739% | |
2/6/2024 | Private Advisor Group LLC | 10,364 | $495K | 0.0% | +3.3% | 0.136% | |
2/6/2024 | SYM FINANCIAL Corp | 28,193 | $1.35M | 0.2% | +141.3% | 0.371% | |
2/6/2024 | National Bank of Canada FI | 4,515 | $215K | 0.0% | -38.7% | 0.059% | |
2/5/2024 | Cary Street Partners Asset Management LLC | 16,218 | $775K | 0.1% | +79.5% | 0.213% | |
2/2/2024 | Atria Wealth Solutions Inc. | 5,341 | $255K | 0.0% | N/A | 0.070% | |
2/1/2024 | Sigma Planning Corp | 11,138 | $532K | 0.0% | -45.9% | 0.147% | |
2/1/2024 | Treasure Coast Financial Planning | 108,921 | $5.21M | 3.6% | +0.4% | 1.433% | |
2/1/2024 | CWM LLC | 3,311 | $158K | 0.0% | N/A | 0.044% | |
1/31/2024 | Wetzel Investment Advisors Inc. | 51,420 | $2.46M | 1.5% | N/A | 0.677% | |
1/31/2024 | HTLF Bank | 21,569 | $1.03M | 0.1% | N/A | 0.284% | |
1/30/2024 | Prosperity Wealth Management Inc. | 4,611 | $220K | 0.1% | N/A | 0.061% | |
1/30/2024 | Capital Analysts LLC | 707 | $34K | 0.0% | -29.9% | 0.009% | |
Trump is sounding the alarm (Ad) Europe is one of the latest to release a central bank digital currency and along with it, new cash rules. Christine Lagarde, President of the European Central Bank, shared "Now we have in Europe this threshold, above 1,000 euros you cannot pay cash… if you get caught you are fined or you are going to jail".
Are you prepared? Click here to get your complimentary retirement guide! |
1/29/2024 | Simplicity Solutions LLC | 126,881 | $6.06M | 0.2% | +0.3% | 1.669% | |
1/29/2024 | Adamsbrown Wealth Consultants LLC | 299,278 | $14.30M | 6.2% | +5.9% | 3.938% | |
1/29/2024 | Perigon Wealth Management LLC | 4,265 | $204K | 0.0% | N/A | 0.056% | |
1/26/2024 | Geneos Wealth Management Inc. | 16,379 | $783K | 0.0% | +14.1% | 0.216% | |
1/25/2024 | Narus Financial Partners LLC | 7,430 | $355K | 0.2% | N/A | 0.098% | |
1/25/2024 | International Assets Investment Management LLC | 18,450 | $882K | 0.0% | N/A | 0.243% | |
1/25/2024 | Bleakley Financial Group LLC | 126,851 | $6.06M | 0.2% | +0.3% | 1.669% | |
1/25/2024 | Financial Insights Inc. | 7,321 | $350K | 0.1% | -31.1% | 0.096% | |
1/24/2024 | Stratos Wealth Advisors LLC | 30,187 | $1.44M | 0.1% | +8.5% | 0.397% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 154,894 | $7.40M | 0.1% | -3.2% | 2.038% | |
1/24/2024 | Park Place Capital Corp | 1,393 | $67K | 0.0% | -37.3% | 0.018% | |
1/24/2024 | International Assets Investment Management LLC | 881,726 | $42.14M | 0.0% | N/A | 11.602% | |
1/24/2024 | Halbert Hargrove Global Advisors LLC | 117,203 | $5.60M | 0.4% | +2.6% | 1.542% | |
1/23/2024 | Advisory Alpha LLC | 6,570 | $314K | 0.0% | N/A | 0.086% | |
1/23/2024 | StrategIQ Financial Group LLC | 29,773 | $1.42M | 0.2% | +42.6% | 0.392% | |
1/23/2024 | ForthRight Wealth Management LLC | 134,139 | $6.41M | 2.5% | +10.0% | 1.765% | |
1/22/2024 | Drive Wealth Management LLC | 6,850 | $328K | 0.1% | -14.0% | 0.090% | |
1/19/2024 | PFG Advisors | 29,850 | $1.43M | 0.1% | +5.2% | 0.393% | |
1/18/2024 | Global Retirement Partners LLC | 3,770 | $179K | 0.0% | -13.2% | 0.050% | |
1/18/2024 | Saxon Interests Inc. | 29,625 | $1.42M | 0.7% | N/A | 0.390% | |
1/18/2024 | Sage Financial Group Inc. | 4,208 | $201K | 0.0% | N/A | 0.055% | |
1/17/2024 | Fiduciary Alliance LLC | 67,452 | $3.22M | 0.6% | +18.3% | 0.888% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 47,274 | $2.26M | 0.0% | +21.3% | 0.622% | |
1/16/2024 | Raymond James & Associates | 21,227 | $1.01M | 0.0% | +10.2% | 0.279% | |
1/12/2024 | Financial Management Professionals Inc. | 97,061 | $4.64M | 0.8% | -3.5% | 1.277% | |
1/12/2024 | Etesian Wealth Advisors Inc. | 33,796 | $1.62M | 1.0% | +3.0% | 0.445% | |
1/12/2024 | Sunflower Bank N.A. | 256,915 | $12.28M | 2.8% | -4.1% | 3.380% | |
1/11/2024 | First Citizens Financial Corp | 23,697 | $1.13M | 0.7% | +52.1% | 0.312% | |
1/11/2024 | LexAurum Advisors LLC | 55,233 | $2.64M | 0.7% | +1.7% | 0.727% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 14,457 | $684K | 0.0% | +3.5% | 0.190% | |
1/11/2024 | Atlas Private Wealth Advisors | 5,358 | $256K | 0.0% | -24.4% | 0.071% | |
1/11/2024 | Falcon Wealth Planning | 4,311 | $206K | 0.0% | -21.9% | 0.057% | |
1/11/2024 | KMG Fiduciary Partners LLC | 140,204 | $6.70M | 0.8% | +3.5% | 1.845% | |
1/10/2024 | Peterson Wealth Advisors LLC | 129,585 | $6.19M | 1.5% | -0.5% | 1.705% | |
1/9/2024 | Windsor Capital Management LLC | 142,196 | $6.80M | 2.2% | -0.3% | 1.871% | |
1/9/2024 | Ignite Planners LLC | 66,262 | $3.15M | 0.9% | +86.6% | 0.872% | |
12/7/2023 | Financial Insights Inc. | 10,621 | $479K | 0.2% | N/A | 0.140% | |
11/15/2023 | Advisors Asset Management Inc. | 9,886 | $450K | 0.0% | +4.7% | 0.130% | |
11/13/2023 | Certified Advisory Corp | 147,414 | $6.71M | 0.8% | +113.0% | 1.940% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 1,736 | $79K | 0.0% | +8,580.0% | 0.023% | |
11/13/2023 | LPL Financial LLC | 132,947 | $6.05M | 0.0% | +11.9% | 1.749% | |
11/9/2023 | SPC Financial Inc. | 15,118 | $688K | 0.1% | -1.5% | 0.199% | |
11/9/2023 | Prime Capital Investment Advisors LLC | 160,052 | $7.28M | 0.1% | +2.4% | 2.106% | |
11/8/2023 | HighTower Advisors LLC | 296,055 | $13.47M | 0.0% | +3.7% | 3.895% | |
11/8/2023 | Oppenheimer & Co. Inc. | 27,157 | $1.24M | 0.0% | -1.6% | 0.357% | |
11/6/2023 | Treasure Coast Financial Planning | 108,537 | $4.94M | 3.4% | +0.4% | 1.428% | |
11/6/2023 | Sigma Planning Corp | 20,600 | $937K | 0.0% | +10.5% | 0.271% | |
11/6/2023 | Running Point Capital Advisors LLC | 20,750 | $944K | 0.5% | +5.9% | 0.273% | |
11/6/2023 | Avantax Planning Partners Inc. | 264,603 | $12.04M | 0.5% | -3.0% | 3.482% | |
11/3/2023 | Private Advisor Group LLC | 10,035 | $456K | 0.0% | +11.6% | 0.132% | |
Red Alert: Your Money's Disappearance Act - Banks' Greed Unleashed! (Ad) Get your free information kit NOW, before it’s too late. Inside you’ll get the 3 secret strategies you can put in place starting today, so “they” don’t get your money tomorrow. Click here for your free guide |
11/1/2023 | Orion Portfolio Solutions LLC | 10,872 | $495K | 0.0% | +2.4% | 0.143% | |
10/27/2023 | SYM FINANCIAL Corp | 11,684 | $532K | 0.1% | +3.2% | 0.154% | |
10/26/2023 | Hills Bank & Trust Co | 194,752 | $8.86M | 1.0% | +55.0% | 2.563% | |
10/25/2023 | KMG Fiduciary Partners LLC | 135,442 | $6.16M | 0.8% | +4.4% | 1.782% | |
10/24/2023 | Adamsbrown Wealth Consultants LLC | 282,629 | $12.86M | 6.3% | +8.4% | 3.719% | |
10/24/2023 | Stratos Wealth Advisors LLC | 27,833 | $1.27M | 0.1% | N/A | 0.366% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 38,968 | $1.77M | 0.0% | +268.6% | 0.513% | |
10/24/2023 | ForthRight Wealth Management LLC | 121,987 | $5.55M | 2.4% | +157.9% | 1.605% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 27,850 | $1.27M | 0.0% | +25.1% | 0.366% | |
10/19/2023 | Simplicity Solutions LLC | 126,457 | $5.75M | 0.2% | +32.9% | 1.664% | |