| 8/8/2025 | Rockefeller Capital Management L.P. | 90,295 | $6.44M | 0.0% | +0.6% | 0.522% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 270,924 | $19.34M | 0.1% | +36.2% | 1.566% | |
| 8/8/2025 | Thoroughbred Financial Services LLC | 5,046 | $360K | 0.0% | -89.9% | 0.029% | |
| 8/8/2025 | Cetera Investment Advisers | 427,015 | $30.48M | 0.1% | -14.4% | 2.468% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 4,893 | $349K | 0.0% | -61.5% | 0.028% | |
| 8/7/2025 | PFG Advisors | 18,841 | $1.35M | 0.0% | -2.1% | 0.109% | |
| 8/6/2025 | Prospera Financial Services Inc | 55,913 | $4.00M | 0.1% | -20.9% | 0.323% | |
| 8/6/2025 | Mascagni Wealth Management Inc. | 4,550 | $325K | 0.3% | -72.7% | 0.026% | |
| 8/5/2025 | Bank of Montreal Can | 600 | $43K | 0.0% | N/A | 0.003% | |
| 8/4/2025 | Integrity Alliance LLC. | 11,062 | $789K | 0.0% | -18.5% | 0.064% | |
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| 8/4/2025 | Creative Financial Designs Inc. ADV | 180,961 | $12.92M | 0.9% | +11.2% | 1.046% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 79,069 | $5.64M | 0.0% | -16.2% | 0.454% | |
| 7/31/2025 | Stegent Equity Advisors Inc. | 3,375 | $241K | 0.2% | -14.9% | 0.019% | |
| 7/30/2025 | Strategic Blueprint LLC | 6,182 | $441K | 0.0% | +28.0% | 0.036% | |
| 7/30/2025 | Gimbal Financial | 38,461 | $2.75M | 1.7% | -27.0% | 0.221% | |
| 7/29/2025 | ODonnell Financial Services LLC | 219,653 | $15.68M | 6.0% | +2.3% | 1.259% | |
| 7/29/2025 | Stephens Inc. AR | 79,800 | $5.70M | 0.1% | -5.7% | 0.457% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 19,743 | $1.41M | 0.0% | +0.8% | 0.113% | |
| 7/28/2025 | Harbour Investments Inc. | 13,933 | $994K | 0.0% | +3.2% | 0.080% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 7,555 | $539K | 0.0% | -28.8% | 0.043% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 107,640 | $7.68M | 0.2% | -17.0% | 0.617% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 28,551 | $2.04M | 0.0% | -4.9% | 0.164% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 3,559 | $254K | 0.0% | N/A | 0.020% | |
| 7/24/2025 | IFP Advisors Inc | 5,818 | $415K | 0.0% | +27.9% | 0.033% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 12,169 | $869K | 0.1% | -60.2% | 0.070% | |
| 7/23/2025 | Tyche Wealth Partners LLC | 3,256 | $232K | 0.0% | -19.4% | 0.019% | |
| 7/22/2025 | DAVENPORT & Co LLC | 8,344 | $596K | 0.0% | +2.1% | 0.048% | |
| 7/22/2025 | MBL Wealth LLC | 47,385 | $3.38M | 0.3% | N/A | 0.272% | |
| 7/21/2025 | Ameriflex Group Inc. | 2,588 | $183K | 0.1% | -33.6% | 0.015% | |
| 7/21/2025 | New Century Financial Group LLC | 3,452 | $246K | 0.3% | N/A | 0.020% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 40,088 | $2.86M | 0.1% | -13.5% | 0.230% | |
| 7/21/2025 | FSA Wealth Partners Inc. | 22,791 | $1.63M | 0.8% | +0.9% | 0.131% | |
| 7/18/2025 | Trust Co. of Vermont | 925 | $66K | 0.0% | N/A | 0.005% | |
| 7/18/2025 | Truist Financial Corp | 50,074 | $3.57M | 0.0% | -10.8% | 0.286% | |
| 7/17/2025 | XML Financial LLC | 10,724 | $765K | 0.1% | -15.6% | 0.061% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 27,656 | $1.97M | 0.0% | +6.9% | 0.158% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 3,166 | $226K | 0.1% | -49.6% | 0.018% | |
| 7/15/2025 | EWG Elevate Inc. | 9,933 | $709K | 0.2% | +4.2% | 0.057% | |
| 7/14/2025 | Golden State Equity Partners | 8,308 | $593K | 0.1% | N/A | 0.047% | |
| 7/14/2025 | MY Wealth Management Inc. | 131,087 | $9.36M | 9.0% | N/A | 0.749% | |
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| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 13,845 | $996K | 0.0% | -71.3% | 0.079% | |
| 7/10/2025 | Financial Management Network Inc. | 38,442 | $2.77M | 0.5% | -5.8% | 0.219% | |
| 7/7/2025 | Capital Asset Advisory Services LLC | 7,455 | $527K | 0.0% | -29.8% | 0.042% | |
| 7/7/2025 | Nova Wealth Management Inc. | 5,133 | $366K | 0.3% | -85.5% | 0.029% | |
| 7/2/2025 | HBW Advisory Services LLC | 3,317 | $237K | 0.0% | N/A | 0.018% | |
| 5/29/2025 | Nova Wealth Management Inc. | 35,433 | $2.52M | 2.2% | -23.4% | 0.195% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 128,787 | $9.15M | 0.3% | +2.0% | 0.710% | |
| 5/21/2025 | Schmidt P J Investment Management Inc. | 3,363 | $239K | 0.0% | +24.2% | 0.019% | |
| 5/20/2025 | Integrity Alliance LLC. | 13,568 | $963K | 0.0% | N/A | 0.075% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 10,635 | $755K | 0.1% | -1.4% | 0.059% | |
| 5/16/2025 | NewEdge Advisors LLC | 84,772 | $6.02M | 0.0% | +1.1% | 0.467% | |
| 5/15/2025 | Family Office Research LLC | 8,129 | $577K | 0.3% | -3.4% | 0.045% | |
| 5/15/2025 | Royal Bank of Canada | 195,623 | $13.89M | 0.0% | +3.8% | 1.078% | |
| 5/15/2025 | Calton & Associates Inc. | 47,663 | $3.39M | 0.8% | +56.5% | 0.263% | |
| 5/15/2025 | Baird Financial Group Inc. | 3,430 | $244K | 0.0% | N/A | 0.019% | |
| 5/14/2025 | CreativeOne Wealth LLC | 22,322 | $1.59M | 0.0% | -34.3% | 0.123% | |
| 5/14/2025 | PKS Advisory Services LLC | 11,800 | $838K | 0.2% | -37.2% | 0.065% | |
| 5/14/2025 | Kestra Advisory Services LLC | 48,647 | $3.45M | 0.0% | +4.7% | 0.268% | |
| 5/14/2025 | Level Four Advisory Services LLC | 121,076 | $8.60M | 0.4% | +2.4% | 0.667% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 134,809 | $9.57M | 0.1% | +11.6% | 0.743% | |
| 5/13/2025 | Raymond James Financial Inc. | 817,745 | $58.07M | 0.0% | +4.0% | 4.505% | |
| 5/12/2025 | FSA Wealth Partners Inc. | 22,583 | $1.60M | 0.6% | -1.3% | 0.124% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 129,675 | $9.21M | 0.1% | -1.3% | 0.709% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 49,920 | $3.54M | 0.2% | +186.3% | 0.273% | |
| 5/8/2025 | MONECO Advisors LLC | 67,339 | $4.78M | 0.5% | +4.3% | 0.368% | |
| 5/8/2025 | Harbour Investments Inc. | 13,506 | $959K | 0.0% | +3.9% | 0.074% | |
| 5/8/2025 | Arkadios Wealth Advisors | 12,754 | $906K | 0.0% | -2.9% | 0.070% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 185,642 | $13.18M | 0.3% | +47.1% | 1.014% | |
| 5/7/2025 | Financial Management Network Inc. | 40,792 | $2.74M | 0.6% | +3.8% | 0.223% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 12,709 | $902K | 0.0% | N/A | 0.069% | |
| 5/7/2025 | LPL Financial LLC | 1,422,612 | $101.02M | 0.0% | +5.9% | 7.774% | |
| 5/7/2025 | Empirical Finance LLC | 47,352 | $3.36M | 0.2% | -6.0% | 0.259% | |
| 5/6/2025 | Pacer Advisors Inc. | 151,954 | $10.79M | 0.0% | +1.3% | 0.837% | |
| 5/6/2025 | Assetmark Inc. | 2,522 | $179K | 0.0% | +494.8% | 0.014% | |
| 5/6/2025 | Cetera Investment Advisers | 498,963 | $35.43M | 0.1% | +1.8% | 2.749% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 198,962 | $14.13M | 0.1% | +2.7% | 1.096% | |
| 5/6/2025 | Brookwood Investment Group LLC | 3,506 | $249K | 0.0% | N/A | 0.019% | |
| 5/6/2025 | PFG Advisors | 19,251 | $1.37M | 0.1% | +1.0% | 0.106% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 18,519 | $1.32M | 0.0% | +142.7% | 0.102% | |
| 5/5/2025 | IFP Advisors Inc | 4,549 | $323K | 0.0% | +200.1% | 0.025% | |
| 5/5/2025 | Calton & Associates Inc. | 17,204 | $1.22M | 0.1% | -43.5% | 0.095% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 19,232 | $1.37M | 0.0% | -22.1% | 0.106% | |
| 5/5/2025 | ODonnell Financial Services LLC | 214,785 | $15.25M | 6.3% | +1.2% | 1.183% | |
| 5/5/2025 | Private Advisor Group LLC | 53,453 | $3.80M | 0.0% | -3.3% | 0.295% | |
| 5/2/2025 | Sigma Planning Corp | 14,629 | $1.04M | 0.0% | +4.9% | 0.081% | |
| 5/1/2025 | CWM LLC | 23,568 | $1.67M | 0.0% | -8.9% | 0.131% | |
| 5/1/2025 | Stephens Inc. AR | 84,624 | $6.01M | 0.1% | -2.2% | 0.470% | |
| 5/1/2025 | Stegent Equity Advisors Inc. | 3,964 | $281K | 0.3% | -4.5% | 0.022% | |
| 4/30/2025 | Allworth Financial LP | 1,526 | $103K | 0.0% | -24.7% | 0.008% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 10,615 | $754K | 0.0% | +2.7% | 0.059% | |
HIDDEN IN THE BOOK OF GENESIS… (Ad) “This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 trillion vault of untapped American wealth.
Former CIA advisor Jim Rickards calls it the “Old Testament Wealth Code” — and says it could transform your financial future. He’s revealing everything in a new presentation. Watch Jim Rickards reveal the Old Testament Wealth Code |
| 4/30/2025 | Stratos Wealth Partners LTD. | 19,579 | $1.39M | 0.0% | -4.8% | 0.109% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 20,400 | $1.45M | 0.1% | +2.6% | 0.113% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 94,401 | $6.70M | 0.0% | +43.5% | 0.524% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 30,020 | $2.13M | 0.1% | +5.4% | 0.167% | |
| 4/29/2025 | Strategic Blueprint LLC | 4,831 | $343K | 0.0% | +61.4% | 0.027% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 6,938 | $492K | 0.0% | +13.7% | 0.039% | |
| 4/28/2025 | Private Trust Co. NA | 6,075 | $431K | 0.0% | -3.1% | 0.034% | |
| 4/28/2025 | DAVENPORT & Co LLC | 8,169 | $580K | 0.0% | N/A | 0.045% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 30,598 | $2.17M | 0.2% | +5.5% | 0.170% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 46,337 | $3.30M | 0.1% | +4.3% | 0.258% | |
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