7/16/2025 | Fischer Financial Services Inc. | 15,690 | $787K | 0.2% | +6.1% | 0.005% | |
7/16/2025 | Fortune Financial Advisors LLC | 61,689 | $3.10M | 2.5% | +7.1% | 0.020% | |
7/16/2025 | Dakota Wealth Management | 10,124 | $509K | 0.0% | -20.4% | 0.003% | |
7/16/2025 | Perigon Wealth Management LLC | 300,542 | $15.11M | 0.4% | +27.5% | 0.099% | |
7/16/2025 | Pacific Sage Partners LLC | 552,226 | $27.76M | 5.5% | N/A | 0.181% | |
7/16/2025 | Magnus Financial Group LLC | 140,880 | $7.08M | 0.6% | +5.9% | 0.046% | |
7/15/2025 | Jeppson Wealth Management LLC | 175,637 | $8.83M | 3.1% | +2.0% | 0.058% | |
7/15/2025 | Level Financial Advisors | 38,359 | $1.93M | 0.6% | -3.9% | 0.013% | |
7/15/2025 | Surience Private Wealth LLC | 60,965 | $3.07M | 2.9% | N/A | 0.020% | |
7/15/2025 | Atmos Advisory LLC | 264,823 | $13.31M | 8.5% | +3.2% | 0.087% | |
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7/15/2025 | North Star Investment Management Corp. | 174,589 | $8.78M | 0.6% | +2.4% | 0.057% | |
7/15/2025 | Aspire Capital Advisors LLC | 145,119 | $7.30M | 2.0% | N/A | 0.048% | |
7/15/2025 | Genesis Wealth Advisors LLC | 80,582 | $4.05M | 3.0% | +3.8% | 0.026% | |
7/15/2025 | Signet Financial Management LLC | 211,583 | $10.64M | 1.3% | -0.3% | 0.069% | |
7/15/2025 | Total Wealth Planning LLC | 54,147 | $2.72M | 0.3% | -16.4% | 0.018% | |
7/15/2025 | TD Private Client Wealth LLC | 49,954 | $2.51M | 0.1% | +106.1% | 0.016% | |
7/15/2025 | Mather Group LLC. | 11,703 | $588K | 0.0% | -1.8% | 0.004% | |
7/15/2025 | Evanson Asset Management LLC | 21,172 | $1.06M | 0.1% | +20.4% | 0.007% | |
7/15/2025 | Kraft Asset Management LLC | 24,738 | $1.24M | 1.2% | -9.1% | 0.008% | |
7/15/2025 | Define Financial LLC | 420,776 | $21.15M | 13.9% | +2.4% | 0.138% | |
7/15/2025 | Maseco LLP | 27,811 | $1.40M | 0.1% | N/A | 0.009% | |
7/15/2025 | Sheets Smith Wealth Management | 18,412 | $926K | 0.1% | N/A | 0.006% | |
7/15/2025 | SJS Investment Consulting Inc. | 187,461 | $9.42M | 1.5% | +15.1% | 0.061% | |
7/15/2025 | Farrell Financial LLC | 53,905 | $2.71M | 1.8% | +9.8% | 0.018% | |
7/15/2025 | Family Wealth Partners LLC | 122,013 | $6.13M | 2.5% | +5.2% | 0.040% | |
7/15/2025 | CGN Advisors LLC | 39,663 | $1.99M | 0.2% | +4.7% | 0.013% | |
7/14/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 578,366 | $29.07M | 5.8% | +14.2% | 0.190% | |
7/14/2025 | Brady Martz Wealth Solutions LLC | 186,159 | $9.36M | 1.8% | +76.6% | 0.061% | |
7/14/2025 | AdvisorNet Financial Inc | 22,377 | $1.13M | 0.1% | -5.9% | 0.007% | |
7/14/2025 | Conrad Siegel Investment Advisors Inc. | 53,324 | $2.68M | 0.6% | -3.3% | 0.017% | |
7/14/2025 | Seed Wealth Management Inc. | 49,085 | $2.47M | 1.8% | +8.4% | 0.016% | |
7/14/2025 | Friday Financial | 92,542 | $4.65M | 2.4% | +5.5% | 0.030% | |
7/14/2025 | Wooster Corthell Wealth Management Inc. | 200,427 | $10.08M | 1.9% | N/A | 0.066% | |
7/14/2025 | Maryland Capital Advisors Inc. | 68,950 | $3.47M | 1.4% | +6.8% | 0.023% | |
7/14/2025 | Iams Wealth Management LLC | 7,563 | $380K | 0.2% | -8.4% | 0.002% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 5,092 | $256K | 0.0% | N/A | 0.002% | |
7/14/2025 | Farmers & Merchants Investments Inc. | 335,992 | $16.89M | 0.5% | +0.8% | 0.110% | |
7/14/2025 | Flagstar Advisors Inc. | 12,244 | $615K | 0.2% | +3.6% | 0.004% | |
7/14/2025 | Southland Equity Partners LLC | 13,394 | $673K | 0.1% | +2.7% | 0.004% | |
7/14/2025 | Capstone Wealth Management LLC | 15,060 | $757K | 0.7% | +14.1% | 0.005% | |
Your Bank Account Is No Longer Safe (Ad) What If Washington Declared That:
YOUR Money ISN'T Actually Yours?
Sounds insane, but that's exactly what the Department of Justice just admitted in court—claiming cash isn't legally your property.
What does that mean? It means Washington thinks they can seize, freeze, or drain your accounts—whenever they want. Get your free guide now by clicking here >> |
7/14/2025 | Park Avenue Securities LLC | 39,939 | $2.01M | 0.0% | N/A | 0.013% | |
7/14/2025 | Matrix Trust Co | 30,119 | $1.51M | 0.2% | -10.8% | 0.010% | |
7/14/2025 | Sellwood Investment Partners LLC | 339,441 | $17.06M | 8.2% | -1.3% | 0.111% | |
7/11/2025 | Skyline Advisors Inc. | 11,564 | $581K | 0.2% | N/A | 0.004% | |
7/11/2025 | Prosperity Planning Inc. | 297,865 | $14.97M | 4.3% | +1.8% | 0.098% | |
7/11/2025 | Colorado Capital Management Inc. | 187,964 | $9.45M | 4.0% | +4.7% | 0.062% | |
7/11/2025 | Physician Wealth Solutions Inc. | 16,356 | $822K | 0.4% | -10.7% | 0.005% | |
7/11/2025 | Kaufman Rossin Wealth LLC | 19,813 | $996K | 0.6% | -5.7% | 0.006% | |
7/11/2025 | Deane Retirement Strategies Inc. | 385,767 | $19.39M | 8.7% | +46.1% | 0.126% | |
7/11/2025 | Farther Finance Advisors LLC | 59,821 | $3.01M | 0.1% | +46.6% | 0.020% | |
7/11/2025 | Eagle Bay Advisors LLC | 7,176 | $361K | 0.3% | -4.9% | 0.002% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 361,449 | $17.45M | 0.0% | N/A | 0.119% | |
7/10/2025 | Anderson Hoagland & Co. | 79,279 | $3.99M | 0.4% | +5.8% | 0.026% | |
7/10/2025 | Hurlow Wealth Management Group Inc. | 75,889 | $3.82M | 1.1% | +4.3% | 0.025% | |
7/10/2025 | Exchange Traded Concepts LLC | 95,897 | $4.82M | 0.1% | -49.5% | 0.031% | |
7/10/2025 | Envision Financial LLC | 11,434 | $575K | 0.4% | -4.3% | 0.004% | |
7/10/2025 | Fulton Bank N.A. | 110,693 | $5.57M | 0.2% | +19.8% | 0.036% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 150,193 | $7.48M | 0.0% | +8.6% | 0.049% | |
7/10/2025 | Sharkey Howes & Javer | 5,047 | $254K | 0.0% | N/A | 0.002% | |
7/10/2025 | Moller Wealth Partners | 678,478 | $34.11M | 7.5% | +6.1% | 0.222% | |
7/10/2025 | Secure Asset Management LLC | 67,709 | $3.40M | 0.6% | -63.2% | 0.022% | |
7/10/2025 | Signal Advisors Wealth LLC | 13,228 | $665K | 0.1% | -4.6% | 0.004% | |
7/10/2025 | Focus Financial Network Inc. | 18,581 | $934K | 0.0% | -35.8% | 0.006% | |
7/9/2025 | Breakwater Investment Management | 28,738 | $1.45M | 0.6% | -2.6% | 0.009% | |
7/9/2025 | Aurelius Family Office LLC | 179,811 | $9.04M | 4.3% | +0.7% | 0.059% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 70,283 | $3.53M | 0.1% | +6.2% | 0.023% | |
7/9/2025 | Chesley Taft & Associates LLC | 60,399 | $3.04M | 0.1% | +9.2% | 0.020% | |
7/9/2025 | Graves Light Lenhart Wealth Inc. | 149,685 | $7.53M | 0.9% | +0.6% | 0.049% | |
7/9/2025 | Breakwater Capital Group | 100,816 | $5.07M | 0.8% | +5.4% | 0.033% | |
7/9/2025 | Hardin Capital Partners LLC | 12,552 | $625K | 0.4% | +8.9% | 0.004% | |
7/9/2025 | Alesco Advisors LLC | 1,880,772 | $94.55M | 2.7% | +0.6% | 0.617% | |
7/9/2025 | Emprise Bank | 322,208 | $16.20M | 7.8% | +3.5% | 0.106% | |
7/9/2025 | Baron Financial Group LLC | 259,940 | $13.07M | 7.7% | -0.9% | 0.085% | |
7/9/2025 | Brand Asset Management Group Inc. | 4,075 | $205K | 0.1% | -34.8% | 0.001% | |
7/9/2025 | Bulwark Capital Corp | 133,039 | $6.69M | 5.6% | N/A | 0.044% | |
7/8/2025 | Lpwm LLC | 257,351 | $12.94M | 3.8% | +0.4% | 0.084% | |
7/8/2025 | Chemistry Wealth Management LLC | 295,521 | $14.86M | 3.2% | +4.2% | 0.097% | |
7/8/2025 | Webster Bank N. A. | 305,470 | $15.36M | 1.6% | +273.3% | 0.100% | |
7/8/2025 | Canandaigua National Bank & Trust Co. | 8,403 | $422K | 0.0% | N/A | 0.003% | |
7/8/2025 | Apella Capital LLC | 439,854 | $21.93M | 0.6% | -6.3% | 0.144% | |
7/8/2025 | ShankerValleau Wealth Advisors Inc. | 158,497 | $7.97M | 2.3% | +1.4% | 0.052% | |
7/8/2025 | Peirce Capital Management LLC | 114,441 | $5.75M | 2.6% | -4.8% | 0.038% | |
7/7/2025 | Veery Capital LLC | 44,555 | $2.24M | 0.8% | +1.5% | 0.015% | |
7/7/2025 | Capital Asset Advisory Services LLC | 20,598 | $1.03M | 0.0% | -49.2% | 0.007% | |
7/7/2025 | Shotwell Rutter Baer Inc | 90,648 | $4.51M | 3.1% | +1.7% | 0.030% | |
7/7/2025 | Kings Path Partners LLC | 21,569 | $1.08M | 0.4% | -11.7% | 0.007% | |
7/7/2025 | OMNI 360 Wealth Inc. | 52,971 | $2.66M | 1.3% | -3.1% | 0.017% | |
7/7/2025 | Discipline Wealth Solutions LLC | 5,789 | $291K | 0.1% | N/A | 0.002% | |
7/3/2025 | First Hawaiian Bank | 93,644 | $4.71M | 0.6% | -5.8% | 0.034% | |
7/3/2025 | Garde Capital Inc. | 745,423 | $37.47M | 2.0% | +17.4% | 0.272% | |
Your Bank Account Is No Longer Safe (Ad) What If Washington Declared That:
YOUR Money ISN'T Actually Yours?
Sounds insane, but that's exactly what the Department of Justice just admitted in court—claiming cash isn't legally your property.
What does that mean? It means Washington thinks they can seize, freeze, or drain your accounts—whenever they want. Get your free guide now by clicking here >> |
7/2/2025 | Boston Standard Wealth Management LLC | 51,415 | $2.59M | 0.5% | -4.9% | 0.019% | |
7/2/2025 | HBW Advisory Services LLC | 12,374 | $622K | 0.1% | +73.4% | 0.005% | |
7/2/2025 | Marotta Asset Management | 626,240 | $31.48M | 6.3% | -3.2% | 0.229% | |
7/1/2025 | Private Client Services LLC | 69,930 | $3.52M | 1.4% | -6.0% | 0.026% | |
6/16/2025 | Lynx Investment Advisory | 6,893 | $344K | 0.2% | -5.2% | 0.003% | |
6/11/2025 | Kondo Wealth Advisors Inc. | 173,828 | $8.67M | 4.3% | +8.1% | 0.064% | |
6/6/2025 | eCIO Inc. | 4,413 | $220K | 0.1% | N/A | 0.001% | |
6/4/2025 | First Hawaiian Bank | 99,451 | $4.96M | 0.2% | -20.6% | 0.033% | |
6/3/2025 | CBIZ Investment Advisory Services LLC | 1,561 | $78K | 0.0% | -37.2% | 0.001% | |
5/29/2025 | Plum Street Advisors LLC | 62,507 | $3.12M | 1.5% | +47.4% | 0.023% | |