7/25/2025 | Total Clarity Wealth Management Inc. | 2,037 | $200K | 0.1% | N/A | 0.016% | |
7/25/2025 | CWM LLC | 13,349 | $1.31M | 0.0% | +138.5% | 0.106% | |
7/24/2025 | Aurora Private Wealth Inc. | 2,309 | $227K | 0.2% | -18.6% | 0.018% | |
7/23/2025 | Clear Creek Financial Management LLC | 3,134 | $308K | 0.0% | -24.5% | 0.025% | |
7/23/2025 | Traphagen Investment Advisors LLC | 4,515 | $444K | 0.0% | +2.8% | 0.036% | |
7/23/2025 | Sax Wealth Advisors LLC | 6,854 | $674K | 0.0% | -3.4% | 0.054% | |
7/22/2025 | Berkshire Money Management Inc. | 56,591 | $5.56M | 0.6% | -27.9% | 0.449% | |
7/22/2025 | DAVENPORT & Co LLC | 11,146 | $1.10M | 0.0% | -27.1% | 0.088% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 2,251 | $221K | 0.0% | N/A | 0.018% | |
7/22/2025 | BridgePort Financial Solutions LLC | 2,255 | $222K | 0.1% | N/A | 0.018% | |
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7/21/2025 | Ameritas Advisory Services LLC | 23,072 | $2.27M | 0.1% | +4.9% | 0.183% | |
7/21/2025 | DHJJ Financial Advisors Ltd. | 3,911 | $384K | 0.1% | +5.7% | 0.031% | |
7/18/2025 | Truist Financial Corp | 47,021 | $4.62M | 0.0% | +16.8% | 0.373% | |
7/17/2025 | Janney Montgomery Scott LLC | 2,091 | $206K | 0.0% | N/A | 0.017% | |
7/15/2025 | LeConte Wealth Management LLC | 95,828 | $9.42M | 6.4% | -17.8% | 0.767% | |
7/15/2025 | Oxinas Partners Wealth Management LLC | 7,729 | $760K | 0.4% | -8.7% | 0.062% | |
7/15/2025 | Carr Financial Group Corp | 18,518 | $1.82M | 0.5% | -11.0% | 0.148% | |
7/14/2025 | Flagstar Advisors Inc. | 13,082 | $1.29M | 0.4% | +1.5% | 0.105% | |
7/14/2025 | Sowell Financial Services LLC | 7,801 | $767K | 0.0% | -6.6% | 0.063% | |
7/10/2025 | Marshall Financial Group LLC | 11,866 | $1.17M | 0.2% | -9.7% | 0.095% | |
7/10/2025 | Fulton Bank N.A. | 8,902 | $875K | 0.0% | +2.9% | 0.072% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 2,826 | $281K | 0.0% | -32.9% | 0.023% | |
7/10/2025 | KMG Fiduciary Partners LLC | 6,205 | $610K | 0.0% | -72.3% | 0.050% | |
7/10/2025 | Focus Financial Network Inc. | 5,847 | $576K | 0.0% | -10.3% | 0.047% | |
7/9/2025 | Presidio Capital Management LLC | 2,829 | $278K | 0.1% | -4.7% | 0.023% | |
7/8/2025 | Prism Advisors Inc. | 12,799 | $1.26M | 0.4% | N/A | 0.103% | |
7/8/2025 | MRA Advisory Group | 120,418 | $11.84M | 5.5% | +21.2% | 0.967% | |
7/2/2025 | Howard Financial Services LTD. | 3,553 | $349K | 0.0% | +18.2% | 0.026% | |
5/16/2025 | Goldman Sachs Group Inc. | 500,000 | $43.60M | 0.0% | -37.8% | 3.623% | |
5/16/2025 | Integrated Wealth Concepts LLC | 3,751 | $327K | 0.0% | -76.7% | 0.030% | |
5/16/2025 | Ancora Advisors LLC | 469 | $41K | 0.0% | +32.5% | 0.004% | |
5/15/2025 | Promethium Advisors LLC | 13,863 | $1.21M | 0.8% | -6.0% | 0.113% | |
5/15/2025 | Royal Bank of Canada | 310,239 | $27.05M | 0.0% | -26.5% | 2.522% | |
5/15/2025 | Retirement Planning Co of New England Inc. | 8,118 | $708K | 0.3% | +13.3% | 0.066% | |
5/15/2025 | Baird Financial Group Inc. | 4,565 | $398K | 0.0% | +7.1% | 0.037% | |
5/15/2025 | Monterey Private Wealth Inc. | 3,700 | $323K | 0.1% | -3.6% | 0.030% | |
5/14/2025 | CreativeOne Wealth LLC | 4,861 | $424K | 0.0% | +2.7% | 0.040% | |
5/14/2025 | Comerica Bank | 13,497 | $1.18M | 0.0% | -9.9% | 0.110% | |
5/14/2025 | B&D White Capital Company LLC | 232,744 | $20.31M | 2.9% | N/A | 1.892% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 41,663 | $3.63M | 0.0% | +26.7% | 0.339% | |
Trump’s $100 Trillion Land Rush Is On (Ad) What Is "The US: IPO"?
You won't hear this on CNBC... but the government may soon open up hundreds of trillions in oil, gas, lithium, and land rights. Whitney Tilson breaks it all down, and shows how everyday Americans can grab a stake. His urgent new briefing explains "The US: IPO"... and how to get in before the looming federal deadline. Click here now to discover the full story and how to stake your claim before this land rush goes ful |
5/14/2025 | Kestra Advisory Services LLC | 18,932 | $1.65M | 0.0% | -5.2% | 0.154% | |
5/14/2025 | Purus Wealth Management LLC | 3,340 | $291K | 0.1% | +6.4% | 0.027% | |
5/14/2025 | Ameriprise Financial Inc. | 625,583 | $54.54M | 0.0% | +0.6% | 5.086% | |
5/14/2025 | Frisch Financial Group Inc. | 240,535 | $20.97M | 5.9% | +38.2% | 1.956% | |
5/14/2025 | Tradition Wealth Management LLC | 18,934 | $1.65M | 0.1% | +5.2% | 0.154% | |
5/13/2025 | LeConte Wealth Management LLC | 116,554 | $10.16M | 6.5% | N/A | 0.948% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 51,158 | $4.46M | 0.3% | -5.9% | 0.416% | |
5/13/2025 | HighTower Advisors LLC | 82,633 | $7.21M | 0.0% | -8.6% | 0.672% | |
5/12/2025 | Astor Investment Management LLC | 71,620 | $6.25M | 3.3% | -2.5% | 0.519% | |
5/12/2025 | Wambolt & Associates LLC | 22,898 | $2.01M | 0.7% | -3.9% | 0.166% | |
5/9/2025 | Legacy Capital Group California Inc. | 17,409 | $1.52M | 0.5% | +1.1% | 0.126% | |
5/9/2025 | Cascade Wealth Advisors Inc | 3,205 | $269K | 0.2% | -31.9% | 0.023% | |
5/9/2025 | Total Investment Management Inc. | 718,322 | $62.63M | 8.2% | +4.9% | 5.205% | |
5/9/2025 | Atria Wealth Solutions Inc. | 6,819 | $595K | 0.0% | -2.9% | 0.049% | |
5/8/2025 | CAP Partners LLC | 32,372 | $2.82M | 2.0% | -41.5% | 0.235% | |
5/7/2025 | Galvin Gaustad & Stein LLC | 2,295 | $200K | 0.0% | -12.9% | 0.017% | |
5/7/2025 | Shoker Investment Counsel Inc. | 19,151 | $1.67M | 0.6% | -2.5% | 0.139% | |
5/7/2025 | LPL Financial LLC | 317,160 | $27.65M | 0.0% | +20.6% | 2.298% | |
5/7/2025 | Waddell & Associates LLC | 386,838 | $33.73M | 4.1% | +1.0% | 3.145% | |
5/7/2025 | First Heartland Consultants Inc. | 3,264 | $285K | 0.0% | -4.4% | 0.024% | |
5/6/2025 | Cetera Investment Advisers | 28,926 | $2.52M | 0.0% | +14.7% | 0.210% | |
5/6/2025 | Avantax Advisory Services Inc. | 11,053 | $964K | 0.0% | +20.5% | 0.080% | |
5/6/2025 | AE Wealth Management LLC | 12,464 | $1.09M | 0.0% | -43.0% | 0.090% | |
5/5/2025 | Migdal Insurance & Financial Holdings Ltd. | 8,988 | $784K | 0.0% | -49.3% | 0.065% | |
5/2/2025 | Mystic Asset Management Inc. | 13,465 | $1.17M | 0.3% | +1.1% | 0.098% | |
5/2/2025 | Sigma Planning Corp | 3,470 | $303K | 0.0% | -36.3% | 0.025% | |
5/1/2025 | Key Financial Inc | 4,649 | $405K | 0.1% | N/A | 0.033% | |
5/1/2025 | CWM LLC | 5,596 | $488K | 0.0% | -4.7% | 0.040% | |
5/1/2025 | Curtis Advisory Group LLC | 18,166 | $1.58M | 0.5% | +20.6% | 0.131% | |
5/1/2025 | Gateway Wealth Partners LLC | 26,068 | $2.27M | 0.5% | +2.5% | 0.188% | |
4/29/2025 | Envestnet Asset Management Inc. | 108,415 | $9.45M | 0.0% | -44.5% | 0.780% | |
4/29/2025 | Bank of New York Mellon Corp | 7,660 | $668K | 0.0% | +7.1% | 0.055% | |
4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 305 | $27K | 0.0% | +6,000.0% | 0.002% | |
4/28/2025 | D.A. Davidson & CO. | 23,068 | $2.01M | 0.0% | -11.6% | 0.166% | |
4/28/2025 | Mutual Advisors LLC | 10,254 | $890K | 0.0% | +5.7% | 0.074% | |
4/28/2025 | Cannon Advisors Inc. | 23,675 | $2.06M | 1.9% | -40.4% | 0.170% | |
4/28/2025 | American Capital Advisory LLC | 531 | $46K | 0.0% | N/A | 0.004% | |
4/28/2025 | DAVENPORT & Co LLC | 15,299 | $1.33M | 0.0% | +2.1% | 0.110% | |
4/28/2025 | Clear Creek Financial Management LLC | 4,151 | $362K | 0.0% | -22.5% | 0.030% | |
4/28/2025 | Astoria Portfolio Advisors LLC. | 2,746 | $231K | 0.1% | -33.8% | 0.020% | |
4/25/2025 | Ameritas Advisory Services LLC | 22,002 | $1.93M | 0.1% | -45.8% | 0.156% | |
4/23/2025 | Western Wealth Management LLC | 4,149 | $362K | 0.0% | N/A | 0.029% | |
4/23/2025 | SOL Capital Management CO | 50,995 | $4.45M | 0.5% | +7.5% | 0.362% | |
4/23/2025 | White Pine Investment CO | 33,675 | $2.94M | 0.8% | +7.6% | 0.239% | |
4/23/2025 | Berkshire Money Management Inc. | 78,447 | $6.84M | 0.8% | -22.3% | 0.556% | |
4/23/2025 | International Assets Investment Management LLC | 2,585 | $225K | 0.0% | -24.0% | 0.018% | |
4/22/2025 | Carr Financial Group Corp | 20,818 | $1.82M | 0.6% | -31.5% | 0.148% | |
4/21/2025 | LifeWealth Investments LLC | 12,962 | $1.13M | 0.5% | +57.4% | 0.092% | |
4/21/2025 | Warner Financial Inc. | 15,531 | $1.35M | 0.6% | -1.1% | 0.110% | |
4/18/2025 | DHJJ Financial Advisors Ltd. | 3,701 | $323K | 0.1% | +8.3% | 0.026% | |
Trump’s $100 Trillion Land Rush Is On (Ad) What Is "The US: IPO"?
You won't hear this on CNBC... but the government may soon open up hundreds of trillions in oil, gas, lithium, and land rights. Whitney Tilson breaks it all down, and shows how everyday Americans can grab a stake. His urgent new briefing explains "The US: IPO"... and how to get in before the looming federal deadline. Click here now to discover the full story and how to stake your claim before this land rush goes ful |
4/17/2025 | Sowell Financial Services LLC | 8,353 | $728K | 0.0% | N/A | 0.059% | |
4/17/2025 | Traphagen Investment Advisors LLC | 4,392 | $383K | 0.0% | -43.3% | 0.031% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 4,210 | $367K | 0.0% | +23.9% | 0.030% | |
4/16/2025 | Marshall Financial Group LLC | 13,139 | $1.15M | 0.3% | -6.6% | 0.093% | |
4/15/2025 | Focus Financial Network Inc. | 6,519 | $568K | 0.0% | -7.4% | 0.046% | |
4/14/2025 | KMG Fiduciary Partners LLC | 22,373 | $1.95M | 0.2% | -3.4% | 0.158% | |
4/11/2025 | SeaCrest Wealth Management LLC | 6,732 | $587K | 0.1% | -8.3% | 0.047% | |
4/11/2025 | Oxinas Partners Wealth Management LLC | 8,461 | $738K | 0.4% | -14.9% | 0.059% | |
4/11/2025 | MRA Advisory Group | 99,327 | $8.66M | 4.6% | +7.5% | 0.695% | |
4/10/2025 | Amplius Wealth Advisors LLC | 3,607 | $314K | 0.0% | +15.1% | 0.025% | |