4/29/2025 | Wood Tarver Financial Group LLC | 12,789 | $440K | 0.1% | -9.1% | 0.337% | |
4/29/2025 | Envestnet Asset Management Inc. | 124,207 | $4.27M | 0.0% | -6.6% | 3.269% | |
4/29/2025 | Brookstone Capital Management | 48,737 | $1.68M | 0.0% | -94.4% | 1.283% | |
4/25/2025 | Sovran Advisors LLC | 554,660 | $18.48M | 2.4% | +6.3% | 14.596% | |
4/23/2025 | Kellett Wealth Advisors LLC | 828,812 | $28.52M | 19.8% | -4.0% | 21.811% | |
4/23/2025 | Spire Wealth Management | 27,144 | $934K | 0.0% | -15.9% | 0.714% | |
4/23/2025 | Legacy Advisors LLC | 29,841 | $1.03M | 0.1% | N/A | 0.785% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 24,042 | $827K | 0.0% | -5.3% | 0.633% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 10,465 | $360K | 0.0% | -4.3% | 0.281% | |
4/15/2025 | Simplicity Wealth LLC | 11,694 | $402K | 0.0% | N/A | 0.314% | |
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4/14/2025 | Outlook Wealth Advisors LLC | 10,593 | $365K | 0.1% | -15.6% | 0.284% | |
4/11/2025 | KFG Wealth Management LLC | 61,303 | $2.11M | 0.4% | -21.9% | 1.644% | |
4/7/2025 | O Connor Financial Group LLC | 6,509 | $224K | 0.1% | -51.7% | 0.175% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 10,930 | $385K | 0.0% | -2.7% | 0.285% | |
3/6/2025 | Wood Tarver Financial Group LLC | 14,077 | $495K | 0.2% | N/A | 0.366% | |
2/18/2025 | Continuum Advisory LLC | 12,160 | $428K | 0.1% | -9.1% | 0.657% | |
2/17/2025 | Cetera Investment Advisers | 32,503 | $1.14M | 0.0% | +1.5% | 1.757% | |
2/17/2025 | Citadel Advisors LLC | 5,943 | $209K | 0.0% | -48.0% | 0.321% | |
2/14/2025 | Jane Street Group LLC | 11,563 | $407K | 0.0% | N/A | 0.625% | |
2/14/2025 | Berger Financial Group Inc | 33,110 | $1.17M | 0.1% | -9.2% | 1.790% | |
2/13/2025 | Garden State Investment Advisory Services LLC | 14,415 | $507K | 0.2% | -17.2% | 0.779% | |
2/13/2025 | SageView Advisory Group LLC | 60,237 | $2.12M | 0.1% | +93.3% | 3.256% | |
2/13/2025 | Raymond James Financial Inc. | 12,964 | $456K | 0.0% | N/A | 0.701% | |
2/13/2025 | Advisory Services Network LLC | 37,331 | $1.31M | 0.0% | N/A | 2.018% | |
2/13/2025 | Envestnet Asset Management Inc. | 132,979 | $4.68M | 0.0% | +1.7% | 7.188% | |
2/12/2025 | Arete Wealth Advisors LLC | 38,920 | $1.37M | 0.1% | -1.7% | 2.104% | |
2/12/2025 | OLD Mission Capital LLC | 18,376 | $647K | 0.0% | N/A | 0.993% | |
2/12/2025 | Riverchase Wealth Management LLC | 9,144 | $322K | 0.2% | N/A | 0.494% | |
2/12/2025 | PKS Advisory Services LLC | 13,880 | $489K | 0.1% | N/A | 0.750% | |
2/11/2025 | WorthPointe LLC | 10,226 | $360K | 0.1% | N/A | 0.553% | |
2/10/2025 | Harbour Investments Inc. | 14,595 | $514K | 0.0% | +4.9% | 0.789% | |
2/10/2025 | Commonwealth Equity Services LLC | 60,906 | $2.14M | 0.0% | +1.3% | 3.292% | |
2/7/2025 | Miller Financial Services LLC | 6,230 | $219K | 0.2% | N/A | 0.337% | |
2/6/2025 | Raymond James Financial Inc. | 12,964 | $456K | 0.0% | N/A | 0.701% | |
2/5/2025 | Kellett Wealth Advisors LLC | 863,238 | $30.38M | 20.9% | -2.3% | 46.662% | |
2/3/2025 | Sigma Planning Corp | 5,897 | $208K | 0.0% | -40.7% | 0.319% | |
1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 109,869 | $3.87M | 0.1% | +13.0% | 5.939% | |
1/31/2025 | Truist Financial Corp | 50,606 | $1.78M | 0.0% | -1.2% | 2.735% | |
1/30/2025 | Allworth Financial LP | 12,804 | $459K | 0.0% | -5.3% | 0.692% | |
1/29/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 1,073 | $38K | 0.0% | -98.9% | 0.058% | |
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1/29/2025 | Sovran Advisors LLC | 521,901 | $18.32M | 2.6% | N/A | 28.211% | |
1/28/2025 | AlphaStar Capital Management LLC | 9,388 | $330K | 0.0% | N/A | 0.507% | |
1/28/2025 | Archer Investment Corp | 9,755 | $343K | 0.1% | -5.4% | 0.527% | |
1/22/2025 | Foundations Investment Advisors LLC | 7,240 | $255K | 0.0% | N/A | 0.391% | |
1/21/2025 | KFG Wealth Management LLC | 78,443 | $2.76M | 0.5% | +13.1% | 4.240% | |
1/15/2025 | Central Valley Advisors LLC | 58,904 | $2.07M | 0.9% | -1.6% | 3.184% | |
1/14/2025 | Accurate Wealth Management LLC | 8,286 | $292K | 0.1% | +5.6% | 0.448% | |
1/13/2025 | Brookstone Capital Management | 868,157 | $30.56M | 0.4% | +57.0% | 46.927% | |
11/18/2024 | Arete Wealth Advisors LLC | 39,575 | $1.37M | 0.1% | -7.1% | 2.139% | |
11/15/2024 | Continuum Advisory LLC | 13,378 | $471K | 0.1% | +5.9% | 0.723% | |
11/15/2024 | SageView Advisory Group LLC | 31,159 | $1.08M | 0.1% | +317.1% | 1.684% | |
11/15/2024 | IHT Wealth Management LLC | 8,160 | $288K | 0.0% | N/A | 0.441% | |
11/15/2024 | HighTower Advisors LLC | 25,999 | $903K | 0.0% | N/A | 1.405% | |
11/13/2024 | Truvestments Capital LLC | 4,339 | $151K | 0.0% | N/A | 0.235% | |
11/6/2024 | Archer Investment Corp | 10,308 | $358K | 0.1% | -88.5% | 0.557% | |
11/5/2024 | Harbour Investments Inc. | 13,919 | $484K | 0.0% | +113.5% | 0.752% | |
11/4/2024 | Sigma Planning Corp | 9,946 | $346K | 0.0% | N/A | 0.538% | |
10/28/2024 | Reston Wealth Management LLC | 2,680 | $93K | 0.0% | N/A | 0.145% | |
10/25/2024 | Strategic Blueprint LLC | 29,539 | $1.03M | 0.1% | -22.5% | 1.597% | |
10/25/2024 | Worth Financial Advisory Group LLC | 6,910 | $240K | 0.1% | N/A | 0.374% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 11,230 | $390K | 0.0% | +19.1% | 0.607% | |
10/24/2024 | Sageworth Trust Co | 42,816 | $1.49M | 0.1% | -26.7% | 2.314% | |
10/23/2024 | Outlook Wealth Advisors LLC | 12,560 | $436K | 0.1% | -12.4% | 0.679% | |
10/22/2024 | DHJJ Financial Advisors Ltd. | 1,190 | $41K | 0.0% | -55.8% | 0.064% | |
10/16/2024 | Physician Wealth Advisors Inc. | 7,350 | $256K | 0.0% | N/A | 0.397% | |
10/10/2024 | Fiduciary Financial Group LLC | 24,257 | $841K | 0.2% | +137.8% | 1.311% | |
10/9/2024 | Fermata Advisors LLC | 9,249 | $321K | 0.1% | +46.9% | 0.500% | |
10/8/2024 | O Connor Financial Group LLC | 13,221 | $459K | 0.2% | N/A | 0.715% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 97,206 | $3.38M | 0.3% | +7.6% | 5.254% | |
10/8/2024 | Brookstone Capital Management | 552,971 | $19.21M | 0.3% | +1,390.5% | 29.890% | |
10/5/2024 | Central Valley Advisors LLC | 59,888 | $2.08M | 1.2% | +112.5% | 3.237% | |
8/2/2024 | Archer Investment Corp | 89,249 | $3.02M | 0.9% | -9.3% | 4.824% | |
7/31/2024 | Spire Wealth Management | 15,262 | $516K | 0.0% | -14.2% | 0.825% | |
7/31/2024 | Commonwealth Equity Services LLC | 46,079 | $1.56M | 0.0% | +3.2% | 2.491% | |
7/26/2024 | WealthShield Partners LLC | 5,308 | $179K | 0.0% | -6.6% | 0.287% | |
7/19/2024 | KFG Wealth Management LLC | 72,700 | $2.46M | 1.0% | -5.0% | 3.930% | |
7/18/2024 | Brookstone Capital Management | 37,099 | $1.26M | 0.0% | -35.1% | 2.005% | |
7/18/2024 | Outlook Wealth Advisors LLC | 14,339 | $484K | 0.1% | -64.1% | 0.775% | |
7/18/2024 | Triad Wealth Partners LLC | 3,351 | $113K | 0.1% | N/A | 0.181% | |
7/18/2024 | Fiduciary Financial Group LLC | 10,200 | $346K | 0.1% | N/A | 0.551% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 9,430 | $319K | 0.0% | N/A | 0.510% | |
7/12/2024 | DHJJ Financial Advisors Ltd. | 2,690 | $91K | 0.0% | -10.0% | 0.145% | |
6/28/2024 | HFG Wealth Management LLC | 6,805 | $224K | 0.1% | -6.9% | 0.368% | |
5/9/2024 | SageView Advisory Group LLC | 7,471 | $251K | 0.0% | -98.3% | 0.404% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 46,957 | $1.55M | 0.2% | -14.2% | 2.538% | |
4/30/2024 | Commonwealth Equity Services LLC | 44,643 | $1.47M | 0.0% | -0.9% | 2.413% | |
4/24/2024 | Spire Wealth Management | 17,784 | $586K | 0.0% | -11.7% | 0.946% | |
4/22/2024 | Outlook Wealth Advisors LLC | 39,967 | $1.32M | 0.4% | -91.4% | 2.126% | |
4/19/2024 | KFG Wealth Management LLC | 76,507 | $2.52M | 1.0% | +1.6% | 4.070% | |
4/15/2024 | Brookstone Capital Management | 57,162 | $1.88M | 0.0% | -87.9% | 3.041% | |
Elon just did WHAT!? (Ad) As you may recall, Biden and the Fed were working on a central bank digital currency, or CBDC.
Had they gotten away with it, the Fed and U.S. banks could have seized control of our financial lives forever.
But Trump stopped them cold on January 23rd, 2025, when he outlawed CBDCs…
Paving the way for Elon Musk's secret master plan. Click here to see how to claim your stake before they launch to avoid missing out. |
4/12/2024 | Fermata Advisors LLC | 6,298 | $207K | 0.0% | N/A | 0.268% | |
4/11/2024 | RFG Advisory LLC | 6,336 | $209K | 0.0% | N/A | 0.270% | |
2/16/2024 | SageView Advisory Group LLC | 444,157 | $13.91M | 0.5% | N/A | 18.900% | |
2/15/2024 | Garden State Investment Advisory Services LLC | 17,415 | $545K | 0.2% | +9.4% | 0.741% | |
2/9/2024 | Atlantic Private Wealth LLC | 3,500 | $110K | 0.1% | N/A | 0.149% | |
2/9/2024 | SageView Advisory Group LLC | 444,157 | $13.91M | 0.4% | N/A | 18.900% | |
2/9/2024 | Central Valley Advisors LLC | 28,186 | $883K | 0.5% | N/A | 1.199% | |
2/7/2024 | Avantax Advisory Services Inc. | 14,212 | $445K | 0.0% | -31.2% | 0.605% | |
2/7/2024 | Berger Financial Group Inc | 9,594 | $300K | 0.0% | N/A | 0.408% | |
2/2/2024 | Truist Financial Corp | 42,875 | $1.34M | 0.0% | +13.4% | 1.824% | |