5/2/2025 | Lokken Investment Group LLC | 7,125 | $659K | 0.3% | N/A | 0.012% | |
5/1/2025 | Gould Asset Management LLC CA | 102,206 | $9.45M | 1.9% | +11.1% | 0.170% | |
5/1/2025 | Bleakley Financial Group LLC | 121,925 | $11.27M | 0.4% | +1.8% | 0.202% | |
5/1/2025 | Secured Retirement Advisors LLC | 54,470 | $5.04M | 3.2% | N/A | 0.090% | |
5/1/2025 | CWM LLC | 4,154,795 | $384.19M | 1.5% | +11.1% | 6.901% | |
5/1/2025 | Focused Wealth Management Inc | 4,394 | $406K | 0.1% | -9.0% | 0.007% | |
5/1/2025 | Roger Wittlin Investment Advisory LLC | 42,959 | $3.97M | 2.3% | +0.4% | 0.071% | |
5/1/2025 | Gateway Wealth Partners LLC | 2,500 | $231K | 0.1% | N/A | 0.004% | |
5/1/2025 | Sage Rhino Capital LLC | 6,845 | $633K | 0.1% | -6.9% | 0.011% | |
4/30/2025 | Cerity Partners LLC | 4,740 | $438K | 0.0% | -21.6% | 0.008% | |
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4/30/2025 | Allworth Financial LP | 86,017 | $7.84M | 0.0% | -5.1% | 0.143% | |
4/30/2025 | Parr Mcknight Wealth Management Group LLC | 91,701 | $8.48M | 1.2% | N/A | 0.152% | |
4/30/2025 | CFO4Life Group LLC | 10,073 | $931K | 0.2% | -7.6% | 0.017% | |
4/30/2025 | Moloney Securities Asset Management LLC | 11,005 | $1.02M | 0.1% | +3.2% | 0.018% | |
4/30/2025 | Ramiah Investment Group | 11,169 | $1.03M | 1.1% | N/A | 0.019% | |
4/30/2025 | Rehmann Capital Advisory Group | 6,801 | $629K | 0.0% | +15.2% | 0.011% | |
4/30/2025 | John W. Brooker & Co. CPAs | 87,605 | $8.10M | 3.4% | -36.3% | 0.145% | |
4/30/2025 | Stratos Wealth Partners LTD. | 172,567 | $15.96M | 0.2% | -2.6% | 0.287% | |
4/30/2025 | Stratos Wealth Advisors LLC | 36,212 | $3.35M | 0.2% | N/A | 0.060% | |
4/30/2025 | Alpha Cubed Investments LLC | 187,465 | $17.34M | 0.8% | -0.8% | 0.311% | |
4/30/2025 | Crossmark Global Holdings Inc. | 8,322 | $770K | 0.0% | N/A | 0.014% | |
4/29/2025 | Envestnet Asset Management Inc. | 2,376,385 | $219.74M | 0.1% | +54.0% | 3.947% | |
4/29/2025 | Capital Planning LLC | 35,851 | $3.32M | 0.9% | +7.1% | 0.060% | |
4/29/2025 | Vickerman Investment Advisors Inc. | 610,904 | $56.49M | 12.8% | +155.5% | 1.015% | |
4/29/2025 | Concurrent Investment Advisors LLC | 448,103 | $41.44M | 1.0% | +17.4% | 0.744% | |
4/29/2025 | Fairway Financial LLC | 27,901 | $2.58M | 2.3% | +7.0% | 0.046% | |
4/29/2025 | Bank of New York Mellon Corp | 274,491 | $25.38M | 0.0% | +79.3% | 0.456% | |
4/29/2025 | Strategic Blueprint LLC | 11,788 | $1.09M | 0.1% | +18.2% | 0.020% | |
4/29/2025 | Brookstone Capital Management | 21,550 | $1.99M | 0.0% | -79.2% | 0.036% | |
4/29/2025 | OneDigital Investment Advisors LLC | 1,269,371 | $117.38M | 1.4% | +10.0% | 2.108% | |
4/29/2025 | SimpliFi Inc. | 205,032 | $18.96M | 8.7% | N/A | 0.341% | |
4/29/2025 | Silver Oak Securities Incorporated | 15,762 | $1.46M | 0.1% | -7.3% | 0.026% | |
4/29/2025 | Aviance Capital Partners LLC | 52,238 | $4.83M | 0.7% | +10.0% | 0.087% | |
4/28/2025 | D.A. Davidson & CO. | 53,815 | $4.98M | 0.0% | -6.7% | 0.089% | |
4/28/2025 | Mutual Advisors LLC | 173,534 | $15.88M | 0.5% | N/A | 0.288% | |
4/28/2025 | Novem Group | 191,484 | $17.71M | 2.5% | +10.8% | 0.318% | |
4/28/2025 | Private Trust Co. NA | 4,026 | $372K | 0.0% | +14.1% | 0.007% | |
4/28/2025 | Physician Wealth Advisors Inc. | 4,017 | $371K | 0.1% | -29.3% | 0.007% | |
4/28/2025 | FSM Wealth Advisors LLC | 294,962 | $27.28M | 6.1% | +28.1% | 0.490% | |
4/28/2025 | CarsonAllaria Wealth Management Ltd. | 58,604 | $5.42M | 3.1% | +6.0% | 0.097% | |
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4/28/2025 | DAVENPORT & Co LLC | 40,338 | $3.73M | 0.0% | +8.1% | 0.067% | |
4/28/2025 | Clear Creek Financial Management LLC | 6,797 | $629K | 0.1% | +23.3% | 0.011% | |
4/28/2025 | Rovin Capital UT ADV | 11,304 | $1.05M | 0.3% | -7.4% | 0.019% | |
4/25/2025 | Koshinski Asset Management Inc. | 33,143 | $3.07M | 0.3% | +9.9% | 0.055% | |
4/25/2025 | Intelligence Driven Advisers LLC | 45,730 | $4.23M | 0.8% | -8.7% | 0.076% | |
4/25/2025 | Westside Investment Management Inc. | 13,566 | $1.25M | 0.3% | -3.0% | 0.023% | |
4/25/2025 | MorganRosel Wealth Management LLC | 97,903 | $9.05M | 2.7% | +35.1% | 0.163% | |
4/25/2025 | Valley National Advisers Inc. | 109,798 | $10.15M | 1.8% | +2.9% | 0.182% | |
4/25/2025 | Ameritas Advisory Services LLC | 9,708 | $891K | 0.0% | +25.3% | 0.016% | |
4/25/2025 | Waterfront Wealth Inc. | 11,079 | $1.03M | 0.3% | -16.2% | 0.018% | |
4/25/2025 | Hutchens & Kramer Investment Management Group LLC | 46,283 | $4.28M | 2.4% | +10.4% | 0.077% | |
4/25/2025 | Essex Financial Services Inc. | 32,452 | $3.00M | 0.2% | -1.1% | 0.054% | |
4/25/2025 | Wall Street Financial Group Inc. | 8,064 | $746K | 0.8% | -22.2% | 0.013% | |
4/25/2025 | Beacon Financial Planning Inc. | 13,388 | $1.24M | 0.7% | -13.2% | 0.022% | |
4/24/2025 | Golden State Wealth Management LLC | 522 | $48K | 0.0% | -92.7% | 0.001% | |
4/24/2025 | Smart Portfolios LLC | 110,948 | $10.26M | 11.1% | -1.8% | 0.184% | |
4/24/2025 | Decker Retirement Planning Inc. | 5,535 | $512K | 0.3% | +2.7% | 0.009% | |
4/24/2025 | Elevated Capital Advisors LLC | 46,833 | $4.33M | 1.2% | -22.0% | 0.078% | |
4/24/2025 | Aspect Partners LLC | 875 | $81K | 0.0% | N/A | 0.001% | |
4/24/2025 | Beacon Financial Advisory LLC | 12,006 | $1.11M | 0.3% | -6.3% | 0.020% | |
4/23/2025 | Goldstein Advisors LLC | 248,603 | $22.99M | 3.4% | +0.2% | 0.413% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 7,077 | $654K | 0.1% | -3.4% | 0.012% | |
4/23/2025 | SOL Capital Management CO | 8,266 | $764K | 0.1% | +16.6% | 0.014% | |
4/23/2025 | Pinnacle Bancorp Inc. | 942 | $87K | 0.0% | +77.7% | 0.002% | |
4/23/2025 | Golden State Wealth Management LLC | 1,044 | $97K | 0.0% | -85.4% | 0.002% | |
4/23/2025 | Golden State Equity Partners | 4,108 | $380K | 0.1% | +53.3% | 0.007% | |
4/23/2025 | Steph & Co. | 98,151 | $9.08M | 3.3% | -7.0% | 0.163% | |
4/23/2025 | Consolidated Portfolio Review Corp | 4,825 | $446K | 0.1% | +88.8% | 0.008% | |
4/23/2025 | Valmark Advisers Inc. | 13,330 | $1.23M | 0.0% | +49.6% | 0.022% | |
4/23/2025 | Oppenheimer & Co. Inc. | 8,161 | $755K | 0.0% | +30.3% | 0.014% | |
4/23/2025 | Continuum Advisory LLC | 11,578 | $1.07M | 0.1% | +6.5% | 0.019% | |
4/22/2025 | JFS Wealth Advisors LLC | 586 | $54K | 0.0% | N/A | 0.001% | |
4/22/2025 | Brown Lisle Cummings Inc. | 3,926 | $363K | 0.1% | -17.1% | 0.007% | |
4/22/2025 | Jmac Enterprises LLC | 46,213 | $4.27M | 1.0% | +6.3% | 0.077% | |
4/22/2025 | Buck Wealth Strategies LLC | 314,485 | $29.08M | 5.3% | N/A | 0.524% | |
4/22/2025 | Bright Futures Wealth Management LLC. | 8,919 | $803K | 0.9% | +1.6% | 0.015% | |
4/22/2025 | Burt Wealth Advisors | 6,527 | $604K | 0.2% | +81.8% | 0.011% | |
4/22/2025 | PFG Investments LLC | 5,655 | $523K | 0.0% | -3.1% | 0.009% | |
4/22/2025 | Advisor Resource Council | 3,231 | $299K | 0.0% | N/A | 0.005% | |
4/21/2025 | ORG Partners LLC | 6,499 | $601K | 0.1% | -3.4% | 0.011% | |
4/21/2025 | United Advisor Group LLC | 3,934 | $364K | 0.1% | +7.5% | 0.007% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 210,351 | $19.45M | 0.1% | +59.7% | 0.350% | |
4/21/2025 | Dunhill Financial LLC | 120,787 | $11.17M | 4.8% | -5.9% | 0.201% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 2,417 | $223K | 0.0% | -56.2% | 0.004% | |
4/18/2025 | Mayfair Advisory Group LLC | 5,422 | $501K | 0.3% | -4.4% | 0.009% | |
4/18/2025 | Wolf Group Capital Advisors | 13,646 | $1.26M | 0.4% | +105.1% | 0.023% | |
4/18/2025 | Cornerstone Wealth Management LLC | 160,896 | $14.88M | 1.0% | -3.1% | 0.268% | |
4/18/2025 | Halbert Hargrove Global Advisors LLC | 78,815 | $7.29M | 0.4% | +3.5% | 0.131% | |
4/17/2025 | Strategic Advisors LLC | 39,942 | $3.69M | 0.7% | +2.7% | 0.067% | |
4/17/2025 | Vicus Capital | 132,296 | $12.23M | 1.1% | -1.4% | 0.220% | |
Trump Makes Major Crypto Announcement (Ad) Trump's Pro-Crypto Agenda Finally Sparks Market Recovery
With Bitcoin surging past $90,000 and altcoins heating up, I'm seeing all the signs of a major market shift
For a limited time, I'm revealing the name and complete analysis behind my top Trump-era crypto pick.  Click here to check it out now |
4/17/2025 | Sagespring Wealth Partners LLC | 80,329 | $7.43M | 0.1% | +829.5% | 0.134% | |
4/17/2025 | Sowell Financial Services LLC | 263,203 | $24.34M | 1.1% | +14.7% | 0.438% | |
4/17/2025 | Janney Montgomery Scott LLC | 29,691 | $2.75M | 0.0% | +4.1% | 0.049% | |
4/17/2025 | Cyndeo Wealth Partners LLC | 10,105 | $934K | 0.1% | -7.8% | 0.017% | |
4/17/2025 | D Orazio & Associates Inc. | 30,823 | $2.85M | 0.4% | -3.1% | 0.051% | |
4/17/2025 | Bouvel Investment Partners LLC | 123,759 | $11.71M | 4.8% | +1.7% | 0.206% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 5,145 | $476K | 0.0% | +12.6% | 0.009% | |
4/17/2025 | MFA Wealth Services | 12,715 | $1.18M | 1.0% | +3.2% | 0.021% | |
4/16/2025 | Avaii Wealth Management LLC | 3,808 | $352K | 0.2% | +58.0% | 0.006% | |
4/16/2025 | Opal Wealth Advisors LLC | 662 | $61K | 0.0% | -92.0% | 0.001% | |