5/19/2025 | Jane Street Group LLC | 38,323 | $1.46M | 0.0% | N/A | 0.431% | |
5/15/2025 | Royal Bank of Canada | 145,365 | $5.55M | 0.0% | -5.5% | 1.633% | |
5/15/2025 | MAI Capital Management | 6,686 | $255K | 0.0% | -4.3% | 0.075% | |
5/15/2025 | OLD Mission Capital LLC | 41,015 | $1.57M | 0.0% | N/A | 0.461% | |
5/14/2025 | RPg Family Wealth Advisory LLC | 63,926 | $2.44M | 0.7% | +5.0% | 0.718% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 79,347 | $3.03M | 0.0% | -7.2% | 0.892% | |
5/14/2025 | CW Advisors LLC | 23,633 | $902K | 0.0% | N/A | 0.266% | |
5/13/2025 | Ethos Financial Group LLC | 11,843 | $452K | 0.0% | N/A | 0.133% | |
5/13/2025 | Raymond James Financial Inc. | 126,569 | $4.83M | 0.0% | -20.0% | 1.422% | |
5/13/2025 | HighTower Advisors LLC | 15,223 | $581K | 0.0% | -11.5% | 0.165% | |
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5/12/2025 | Simplex Trading LLC | 1,003 | $38K | 0.0% | N/A | 0.011% | |
5/9/2025 | Greykasell Wealth Strategies Inc. | 43,374 | $1.66M | 0.9% | -16.1% | 0.471% | |
5/7/2025 | LPL Financial LLC | 200,133 | $7.64M | 0.0% | -6.6% | 2.175% | |
5/6/2025 | Cetera Investment Advisers | 23,507 | $897K | 0.0% | +6.2% | 0.256% | |
5/6/2025 | Grove Street Fiduciary LLC | 905,891 | $34.57M | 17.5% | -2.2% | 9.847% | |
5/6/2025 | Venturi Wealth Management LLC | 403,228 | $15.39M | 0.8% | -10.1% | 4.383% | |
5/5/2025 | Private Advisor Group LLC | 19,805 | $756K | 0.0% | -1.3% | 0.215% | |
5/2/2025 | Wealthfront Advisers LLC | 19,949 | $761K | 0.0% | +7.9% | 0.217% | |
5/1/2025 | Austin Wealth Management LLC | 14,788 | $555K | 0.1% | -4.9% | 0.161% | |
4/30/2025 | Heritage Wealth Management Inc. CA | 5,568 | $212K | 0.2% | -10.8% | 0.061% | |
4/30/2025 | Twelve Points Wealth Management LLC | 42,357 | $1.62M | 0.4% | -1.6% | 0.460% | |
4/30/2025 | Capital Management Associates Inc | 5,776 | $220K | 0.0% | N/A | 0.063% | |
4/29/2025 | Envestnet Asset Management Inc. | 13,796 | $526K | 0.0% | -11.0% | 0.150% | |
4/24/2025 | Sunbelt Securities Inc. | 656 | $25K | 0.0% | N/A | 0.007% | |
4/23/2025 | Goldstein Advisors LLC | 10,304 | $393K | 0.1% | -16.8% | 0.112% | |
4/23/2025 | SOL Capital Management CO | 20,637 | $788K | 0.1% | -10.7% | 0.224% | |
4/14/2025 | Gemmer Asset Management LLC | 14,819 | $565K | 0.1% | N/A | 0.158% | |
4/11/2025 | Prospect Financial Services LLC | 10,240 | $391K | 0.2% | +17.8% | 0.110% | |
4/9/2025 | HBW Advisory Services LLC | 7,603 | $290K | 0.0% | -10.0% | 0.081% | |
4/9/2025 | Merit Financial Group LLC | 7,091 | $271K | 0.0% | N/A | 0.076% | |
2/18/2025 | Glen Eagle Advisors LLC | 10,328 | $356K | 0.1% | +7.3% | 0.091% | |
2/18/2025 | White Knight Strategic Wealth Advisors LLC | 65,462 | $2.26M | 0.9% | +98.1% | 0.577% | |
2/17/2025 | Sentinus LLC | 11,509 | $397K | 0.1% | -94.2% | 0.101% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 6,050 | $209K | 0.0% | N/A | 0.053% | |
2/17/2025 | Cetera Investment Advisers | 22,137 | $763K | 0.0% | +14.4% | 0.195% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 8,297 | $286K | 0.0% | N/A | 0.073% | |
2/14/2025 | Capital Analysts LLC | 1,612 | $56K | 0.0% | +21.1% | 0.014% | |
2/14/2025 | OneDigital Investment Advisors LLC | 5,806 | $200K | 0.0% | -24.0% | 0.051% | |
2/13/2025 | NewEdge Advisors LLC | 191,616 | $6.61M | 0.0% | -0.5% | 1.688% | |
2/13/2025 | Fernwood Investment Management LLC | 24,633 | $849K | 0.3% | -10.3% | 0.217% | |
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2/13/2025 | Raymond James Financial Inc. | 158,187 | $5.45M | 0.0% | N/A | 1.394% | |
2/13/2025 | Trek Financial LLC | 186,677 | $6.44M | 0.5% | N/A | 1.645% | |
2/12/2025 | Arete Wealth Advisors LLC | 5,978 | $207K | 0.0% | -13.2% | 0.053% | |
2/12/2025 | Sanctuary Wealth Management L.L.C. | 3,625 | $125K | 0.1% | -68.6% | 0.032% | |
2/11/2025 | Heritage Wealth Management Inc. CA | 6,240 | $215K | 0.2% | -15.2% | 0.055% | |
2/11/2025 | LPL Financial LLC | 214,332 | $7.39M | 0.0% | +3.0% | 1.888% | |
2/10/2025 | Axxcess Wealth Management LLC | 64,820 | $2.24M | 0.1% | -12.1% | 0.571% | |
2/10/2025 | Corient Private Wealth LLC | 71,218 | $2.46M | 0.0% | +6.0% | 0.627% | |
2/10/2025 | Greykasell Wealth Strategies Inc. | 51,702 | $1.78M | 1.0% | N/A | 0.456% | |
2/10/2025 | Commonwealth Equity Services LLC | 129,350 | $4.46M | 0.0% | -1.5% | 1.140% | |
2/7/2025 | HighTower Advisors LLC | 17,193 | $593K | 0.0% | -31.7% | 0.151% | |
2/6/2025 | Opulen Financial Group LLC | 19,505 | $673K | 0.6% | N/A | 0.172% | |
2/6/2025 | Raymond James Financial Inc. | 158,187 | $5.45M | 0.0% | N/A | 1.394% | |
2/3/2025 | Grove Street Fiduciary LLC | 926,375 | $31.94M | 16.8% | N/A | 8.162% | |
2/3/2025 | Private Advisor Group LLC | 20,071 | $692K | 0.0% | -18.3% | 0.177% | |
1/31/2025 | Venturi Wealth Management LLC | 448,651 | $15.47M | 0.8% | +24.7% | 3.953% | |
1/31/2025 | J.W. Cole Advisors Inc. | 62,895 | $2.17M | 0.1% | +1.8% | 0.554% | |
1/30/2025 | Strategic Financial Concepts LLC | 34,310 | $1.18M | 0.0% | N/A | 0.302% | |
1/30/2025 | Ellis Investment Partners LLC | 28,396 | $979K | 0.2% | -4.9% | 0.250% | |
1/30/2025 | Ellis Investment Partners LLC | 28,396 | $979K | 0.2% | -4.9% | 0.250% | |
1/28/2025 | Strategic Financial Concepts LLC | 34,310 | $1.18M | 0.0% | N/A | 0.302% | |
1/23/2025 | SOL Capital Management CO | 23,100 | $796K | 0.1% | -25.0% | 0.204% | |
1/17/2025 | Goldstein Advisors LLC | 12,378 | $427K | 0.1% | -19.8% | 0.109% | |
11/18/2024 | Arete Wealth Advisors LLC | 6,887 | $270K | 0.0% | -12.3% | 0.061% | |
11/15/2024 | MML Investors Services LLC | 13,469 | $528K | 0.0% | +11.7% | 0.119% | |
11/15/2024 | Stifel Financial Corp | 42,779 | $1.68M | 0.0% | +44.4% | 0.377% | |
11/15/2024 | HighTower Advisors LLC | 25,157 | $993K | 0.0% | -21.0% | 0.222% | |
11/14/2024 | White Knight Strategic Wealth Advisors LLC | 33,053 | $1.30M | 1.2% | +1.1% | 0.291% | |
11/14/2024 | Flow Traders U.S. LLC | 17,475 | $685K | 0.0% | -44.7% | 0.154% | |
11/14/2024 | RPg Family Wealth Advisory LLC | 60,667 | $2.38M | 0.7% | +36.6% | 0.535% | |
11/13/2024 | Brown Brothers Harriman & Co. | 1,362 | $53K | 0.0% | N/A | 0.012% | |
11/8/2024 | Prospera Financial Services Inc | 6,011 | $236K | 0.0% | -21.3% | 0.053% | |
11/7/2024 | Pathstone Holdings LLC | 67,576 | $2.65M | 0.0% | -7.6% | 0.595% | |
11/6/2024 | OneDigital Investment Advisors LLC | 7,639 | $300K | 0.0% | -40.0% | 0.067% | |
11/4/2024 | Venturi Wealth Management LLC | 359,676 | $14.10M | 0.7% | +9.8% | 3.169% | |
11/4/2024 | Sanctuary Wealth Management L.L.C. | 11,538 | $452K | 0.3% | -18.7% | 0.102% | |
10/29/2024 | Fernwood Investment Management LLC | 27,455 | $1.08M | 0.4% | -10.5% | 0.242% | |
10/24/2024 | J.W. Cole Advisors Inc. | 61,794 | $2.42M | 0.1% | +1.3% | 0.544% | |
10/24/2024 | Ellis Investment Partners LLC | 29,846 | $1.17M | 0.2% | -10.3% | 0.263% | |
10/22/2024 | International Assets Investment Management LLC | 25,487 | $999K | 0.0% | N/A | 0.225% | |
10/22/2024 | Private Advisor Group LLC | 24,576 | $964K | 0.0% | -15.9% | 0.217% | |
10/18/2024 | Raymond James & Associates | 149,257 | $5.85M | 0.0% | -3.8% | 1.315% | |
10/16/2024 | Twelve Points Wealth Management LLC | 43,045 | $1.69M | 0.5% | -0.7% | 0.379% | |
10/15/2024 | Prospect Financial Services LLC | 8,445 | $331K | 0.2% | +8.0% | 0.074% | |
10/8/2024 | Future Financial Wealth Managment LLC | 2,335 | $92K | 0.1% | N/A | 0.021% | |
10/8/2024 | Axiom Advisory LLC | 19,200 | $753K | 0.0% | +1.6% | 0.169% | |
10/4/2024 | HBW Advisory Services LLC | 8,688 | $341K | 0.0% | -20.0% | 0.077% | |
8/22/2024 | Cetera Investment Advisers | 30,950 | $1.03M | 0.0% | +69.4% | 0.273% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 100,319 | $3.33M | 0.0% | -2.4% | 0.884% | |
8/12/2024 | RPg Family Wealth Advisory LLC | 44,404 | $1.47M | 0.5% | -4.5% | 0.391% | |
Is President Trump Lying To You With This? (Ad) President Trump’s economic transition isn’t without hardship. But what if there were a smart, tax-free way to protect your 401(k), IRA, or pension from market chaos and currency collapse?
The 2025 Wealth Protection Guide reveals a legal IRS strategy that may let you keep more of your retirement—regardless of what happens next. Trump’s warning was real. So is this opportunity. Protect your IRA—Trump’s warning was real |
8/10/2024 | Axxcess Wealth Management LLC | 73,744 | $2.45M | 0.1% | -1.4% | 0.650% | |
8/8/2024 | J.W. Cole Advisors Inc. | 61,002 | $2.03M | 0.1% | +1.8% | 0.537% | |
8/8/2024 | Federated Hermes Inc. | 966 | $32K | 0.0% | N/A | 0.009% | |
8/6/2024 | Ellis Investment Partners LLC | 33,264 | $1.10M | 0.2% | -1.7% | 0.293% | |
8/5/2024 | Private Advisor Group LLC | 29,205 | $969K | 0.0% | -4.7% | 0.257% | |
7/31/2024 | Commonwealth Equity Services LLC | 165,257 | $5.49M | 0.0% | -20.3% | 1.456% | |
7/25/2024 | Heritage Wealth Management Inc. CA | 7,521 | $250K | 0.2% | -10.5% | 0.066% | |
7/24/2024 | Goldstein Advisors LLC | 15,363 | $510K | 0.1% | -12.7% | 0.135% | |
7/19/2024 | Raymond James & Associates | 155,202 | $5.15M | 0.0% | +7.5% | 1.367% | |
7/16/2024 | ORG Partners LLC | 935 | $31K | 0.0% | N/A | 0.008% | |