7/23/2025 | Valmark Advisers Inc. | 24,939 | $1.17M | 0.0% | -23.4% | 0.050% | |
7/22/2025 | Marks Group Wealth Management Inc | 9,379 | $441K | 0.0% | -12.1% | 0.019% | |
7/22/2025 | MBL Wealth LLC | 596,398 | $28.07M | 2.7% | +1.6% | 1.192% | |
7/21/2025 | Ameritas Advisory Services LLC | 6,797 | $320K | 0.0% | +42.1% | 0.014% | |
7/21/2025 | Greenwood Capital Associates LLC | 56,956 | $2.68M | 0.3% | +124.3% | 0.114% | |
7/21/2025 | FSA Wealth Partners Inc. | 129,130 | $6.08M | 2.9% | -8.6% | 0.258% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 26,620 | $1.25M | 0.1% | +11.0% | 0.053% | |
7/18/2025 | Newman Dignan & Sheerar Inc. | 443,544 | $20.88M | 4.8% | +10.0% | 0.886% | |
7/18/2025 | Truist Financial Corp | 206,109 | $9.70M | 0.0% | -3.2% | 0.412% | |
7/17/2025 | Alliance Wealth Advisors LLC | 510,335 | $24.02M | 12.3% | +1.8% | 1.022% | |
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7/17/2025 | Janney Montgomery Scott LLC | 33,694 | $1.59M | 0.0% | -2.4% | 0.067% | |
7/17/2025 | Cyr Financial Inc. | 187,335 | $8.82M | 6.8% | +10.1% | 0.375% | |
7/16/2025 | Novem Group | 12,852 | $605K | 0.1% | +12.0% | 0.026% | |
7/16/2025 | Fortune Financial Advisors LLC | 4,604 | $217K | 0.2% | -10.8% | 0.009% | |
7/16/2025 | Perigon Wealth Management LLC | 7,922 | $373K | 0.0% | +28.8% | 0.016% | |
7/15/2025 | Avaii Wealth Management LLC | 10,081 | $475K | 0.2% | +11.6% | 0.020% | |
7/15/2025 | Aspire Capital Advisors LLC | 9,470 | $446K | 0.1% | N/A | 0.019% | |
7/15/2025 | James J. Burns & Company LLC | 69,951 | $3.29M | 0.5% | -0.8% | 0.140% | |
7/15/2025 | Axis Wealth Partners LLC | 60,704 | $2.86M | 1.9% | +19.4% | 0.122% | |
7/15/2025 | Fifth Third Bancorp | 4,085 | $192K | 0.0% | +73.1% | 0.008% | |
7/14/2025 | AdvisorNet Financial Inc | 38,185 | $1.80M | 0.1% | -73.6% | 0.076% | |
7/14/2025 | Chris Bulman Inc | 22,534 | $1.06M | 0.6% | +6.2% | 0.045% | |
7/14/2025 | Strategic Planning Group LLC | 36,683 | $1.73M | 0.3% | +7.1% | 0.073% | |
7/14/2025 | Toth Financial Advisory Corp | 151,484 | $7.13M | 0.8% | +1.0% | 0.303% | |
7/11/2025 | Farther Finance Advisors LLC | 3,586 | $169K | 0.0% | N/A | 0.007% | |
7/10/2025 | Envision Financial LLC | 149,516 | $7.04M | 4.7% | +4.0% | 0.300% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 11,956 | $560K | 0.0% | +12.3% | 0.024% | |
7/10/2025 | Focus Financial Network Inc. | 25,742 | $1.21M | 0.0% | +1.9% | 0.052% | |
7/9/2025 | Fjell Capital LLC | 140,596 | $6.62M | 6.1% | +1.4% | 0.282% | |
5/21/2025 | MBL Wealth LLC | 586,983 | $27.55M | 2.8% | +5.8% | 1.145% | |
5/16/2025 | United Services Automobile Association | 2,421,191 | $113.65M | 3.5% | +12.4% | 4.724% | |
5/16/2025 | Integrated Wealth Concepts LLC | 33,927 | $1.59M | 0.0% | +14.9% | 0.066% | |
5/16/2025 | AQR Capital Management LLC | 7,100 | $333K | 0.0% | N/A | 0.014% | |
5/15/2025 | Royal Bank of Canada | 160,514 | $7.54M | 0.0% | +6.8% | 0.313% | |
5/15/2025 | Betterment LLC | 5,817 | $273K | 0.0% | -12.9% | 0.011% | |
5/15/2025 | Insight Wealth Partners LLC | 96,070 | $4.51M | 0.8% | -0.7% | 0.187% | |
5/14/2025 | Ieq Capital LLC | 7,100 | $333K | 0.0% | N/A | 0.014% | |
5/14/2025 | Comerica Bank | 11,483 | $539K | 0.0% | +23.2% | 0.022% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 44,267 | $2.08M | 0.0% | +62.2% | 0.086% | |
5/14/2025 | CW Advisors LLC | 34,597 | $1.62M | 0.0% | N/A | 0.068% | |
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5/14/2025 | Flow Traders U.S. LLC | 23,720 | $1.11M | 0.0% | N/A | 0.046% | |
5/14/2025 | Capital Analysts LLC | 1,070 | $50K | 0.0% | N/A | 0.002% | |
5/13/2025 | Aptus Capital Advisors LLC | 160,537 | $7.54M | 0.1% | -11.9% | 0.313% | |
5/13/2025 | Raymond James Financial Inc. | 935,318 | $43.90M | 0.0% | +19.4% | 1.825% | |
5/12/2025 | SouthState Corp | 771,747 | $36.23M | 1.7% | N/A | 1.506% | |
5/12/2025 | FSA Wealth Partners Inc. | 141,280 | $6.63M | 2.5% | -18.6% | 0.276% | |
5/12/2025 | Sloy Dahl & Holst LLC | 92,139 | $4.33M | 0.8% | +5.6% | 0.180% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 5,605,279 | $263.11M | 0.0% | -13.1% | 10.937% | |
5/9/2025 | PNC Financial Services Group Inc. | 1,547 | $73K | 0.0% | N/A | 0.003% | |
5/8/2025 | Nicolet Advisory Services LLC | 345,073 | $15.90M | 1.6% | -2.2% | 0.673% | |
5/8/2025 | Harbour Investments Inc. | 89,610 | $4.21M | 0.1% | +16.0% | 0.175% | |
5/7/2025 | Horan Capital Advisors LLC. | 339,420 | $15.93M | 5.4% | +1.2% | 0.662% | |
5/7/2025 | LPL Financial LLC | 1,568,446 | $73.62M | 0.0% | +25.1% | 3.060% | |
5/6/2025 | Cetera Investment Advisers | 640,756 | $30.08M | 0.1% | +24.8% | 1.250% | |
5/6/2025 | IMA Advisory Services Inc. | 182,951 | $8.59M | 1.0% | N/A | 0.357% | |
5/5/2025 | Sargent Investment Group LLC | 336,440 | $15.79M | 2.5% | +23.7% | 0.656% | |
5/5/2025 | Northeast Planning Associates INC. NH | 158,115 | $7.42M | 6.2% | +0.3% | 0.309% | |
5/5/2025 | Kestra Private Wealth Services LLC | 37,761 | $1.77M | 0.0% | +18.5% | 0.074% | |
5/5/2025 | Private Advisor Group LLC | 88,651 | $4.16M | 0.0% | -42.4% | 0.173% | |
5/2/2025 | Allen Capital Group LLC | 776,007 | $36.43M | 4.1% | +42.2% | 1.514% | |
5/2/2025 | Victory Capital Management Inc. | 18,072,145 | $848.31M | 0.9% | -1.2% | 35.263% | |
5/2/2025 | Bogart Wealth LLC | 1,801,633 | $84.57M | 4.0% | +2.4% | 3.515% | |
5/2/2025 | Sigma Planning Corp | 16,294 | $765K | 0.0% | -17.9% | 0.032% | |
5/1/2025 | Smith Thornton Advisors LLC | 121,314 | $5.69M | 3.5% | -10.6% | 0.239% | |
4/30/2025 | Allworth Financial LP | 540,175 | $25.16M | 0.1% | +4.4% | 1.063% | |
4/30/2025 | Personal CFO Solutions LLC | 12,107 | $568K | 0.1% | -90.4% | 0.024% | |
4/30/2025 | Planning Directions Inc. | 228,823 | $10.74M | 4.6% | +5.5% | 0.450% | |
4/29/2025 | Envestnet Asset Management Inc. | 46,447 | $2.18M | 0.0% | +11.9% | 0.091% | |
4/29/2025 | Atlantic Edge Private Wealth Management LLC | 254,562 | $11.95M | 3.7% | +0.8% | 0.501% | |
4/29/2025 | World Investment Advisors | 15,538 | $729K | 0.0% | N/A | 0.031% | |
4/29/2025 | Brookstone Capital Management | 27,399 | $1.29M | 0.0% | +34.6% | 0.054% | |
4/28/2025 | Axis Wealth Partners LLC | 50,834 | $2.39M | 1.8% | +13.0% | 0.100% | |
4/28/2025 | Novem Group | 11,472 | $539K | 0.1% | -28.1% | 0.023% | |
4/28/2025 | Klingenstein Fields & Co. LP | 38,326 | $1.80M | 0.1% | +232.0% | 0.075% | |
4/25/2025 | Ameritas Advisory Services LLC | 4,784 | $225K | 0.0% | -10.4% | 0.009% | |
4/23/2025 | Goldstein Advisors LLC | 9,553 | $448K | 0.1% | +2.5% | 0.019% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 184,041 | $8.64M | 0.7% | +0.9% | 0.362% | |
4/23/2025 | Perigon Wealth Management LLC | 6,153 | $289K | 0.0% | +14.8% | 0.012% | |
4/23/2025 | Pinnacle Bancorp Inc. | 3,084 | $145K | 0.0% | N/A | 0.006% | |
4/23/2025 | Ferguson Shapiro LLC | 22,562 | $1.06M | 0.4% | +1.7% | 0.044% | |
4/23/2025 | Daymark Wealth Partners LLC | 43,016 | $2.02M | 0.1% | +7.6% | 0.085% | |
4/23/2025 | Valmark Advisers Inc. | 32,543 | $1.53M | 0.0% | +0.7% | 0.064% | |
4/22/2025 | Flagship Harbor Advisors LLC | 5,952 | $279K | 0.0% | -12.3% | 0.012% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 195,205 | $9.16M | 0.0% | -1.2% | 0.384% | |
4/22/2025 | Envision Financial LLC | 143,789 | $6.75M | 5.1% | +19.0% | 0.283% | |
4/22/2025 | Cyr Financial Inc. | 170,188 | $7.99M | 8.0% | +3.8% | 0.335% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 4,350 | $204K | 0.0% | -36.0% | 0.009% | |
4/18/2025 | Cornerstone Wealth Management LLC | 17,179 | $806K | 0.1% | +6.3% | 0.034% | |
4/17/2025 | Janney Montgomery Scott LLC | 34,519 | $1.62M | 0.0% | +22.3% | 0.068% | |
4/16/2025 | Avaii Wealth Management LLC | 9,034 | $424K | 0.2% | +7.1% | 0.018% | |
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 |
4/16/2025 | Pathway Financial Advisors LLC | 158,504 | $7.44M | 1.3% | +12.9% | 0.310% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 10,648 | $500K | 0.0% | -24.4% | 0.021% | |
4/15/2025 | Greenwood Capital Associates LLC | 25,390 | $1.19M | 0.2% | N/A | 0.050% | |
4/15/2025 | Chris Bulman Inc | 21,212 | $996K | 0.6% | +44.1% | 0.041% | |
4/14/2025 | Daymark Wealth Partners LLC | 43,016 | $2.02M | 0.1% | +7.6% | 0.084% | |
4/14/2025 | Toth Financial Advisory Corp | 150,032 | $7.04M | 0.8% | +12.0% | 0.293% | |
4/14/2025 | Patriot Financial Group Insurance Agency LLC | 23,980 | $1.13M | 0.2% | -22.9% | 0.047% | |
4/11/2025 | Alliance Wealth Advisors LLC | 501,145 | $23.52M | 13.3% | +1.3% | 0.982% | |
4/11/2025 | Pinnacle Wealth Management Group Inc. | 168,855 | $7.93M | 5.5% | +4.7% | 0.331% | |
4/11/2025 | Fjell Capital LLC | 138,688 | $6.51M | 6.6% | +50.1% | 0.272% | |