5/1/2025 | Woodside Wealth Management LLC | 2,800 | $101K | 0.1% | N/A | 0.001% | |
5/1/2025 | CWM LLC | 43,355 | $1.57M | 0.0% | +19.6% | 0.011% | |
5/1/2025 | Westmount Partners LLC | 37,447 | $1.35M | 0.4% | N/A | 0.009% | |
5/1/2025 | Curtis Advisory Group LLC | 40,575 | $1.47M | 0.4% | N/A | 0.010% | |
5/1/2025 | Kathmere Capital Management LLC | 55,458 | $2.00M | 0.2% | +2.9% | 0.014% | |
5/1/2025 | Barry Investment Advisors LLC | 764,957 | $27.65M | 7.3% | +0.6% | 0.189% | |
5/1/2025 | Diversify Wealth Management LLC | 67,252 | $2.52M | 0.2% | +6.9% | 0.017% | |
5/1/2025 | WESPAC Advisors LLC | 19,374 | $700K | 0.6% | +77.1% | 0.005% | |
4/30/2025 | Cerity Partners LLC | 106,416 | $3.85M | 0.0% | +3.4% | 0.026% | |
4/30/2025 | Financial Synergies Wealth Advisors Inc. | 199,430 | $7.21M | 0.9% | +0.8% | 0.049% | |
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4/30/2025 | Alps Advisors Inc. | 1,494,664 | $54.02M | 0.3% | -5.5% | 0.369% | |
4/30/2025 | Round Rock Advisors LLC | 9,904 | $358K | 0.1% | -41.8% | 0.002% | |
4/30/2025 | Allworth Financial LP | 7,058 | $261K | 0.0% | +34.0% | 0.002% | |
4/30/2025 | Parr Mcknight Wealth Management Group LLC | 7,778 | $281K | 0.0% | -15.7% | 0.002% | |
4/30/2025 | CFO4Life Group LLC | 5,876 | $212K | 0.0% | N/A | 0.001% | |
4/30/2025 | Leavell Investment Management Inc. | 677,086 | $24.47M | 1.2% | +2.6% | 0.167% | |
4/30/2025 | OMNI 360 Wealth Inc. | 25,938 | $937K | 0.5% | -17.6% | 0.006% | |
4/30/2025 | Opus Capital Group LLC | 552,630 | $19.97M | 2.6% | -3.0% | 0.137% | |
4/30/2025 | Valeo Financial Advisors LLC | 5,698 | $206K | 0.0% | -24.8% | 0.001% | |
4/30/2025 | Stratos Wealth Partners LTD. | 105,972 | $3.83M | 0.1% | -4.2% | 0.026% | |
4/30/2025 | Stratos Wealth Advisors LLC | 35,883 | $1.30M | 0.1% | +16.5% | 0.009% | |
4/30/2025 | Brown Advisory Inc. | 8,133 | $294K | 0.0% | N/A | 0.002% | |
4/30/2025 | Dupree Financial Group LLC | 42,991 | $1.55M | 0.6% | -0.7% | 0.011% | |
4/30/2025 | Crossmark Global Holdings Inc. | 152,640 | $5.52M | 0.1% | N/A | 0.038% | |
4/30/2025 | Synergy Investment Management LLC | 4,163 | $150K | 0.1% | N/A | 0.001% | |
4/29/2025 | Fairway Wealth LLC | 1,510 | $55K | 0.0% | N/A | 0.000% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 288,826 | $10.44M | 0.3% | +3.8% | 0.071% | |
4/29/2025 | Callan Capital LLC | 1,828,746 | $66.09M | 4.9% | -0.9% | 0.452% | |
4/29/2025 | Heritage Wealth Management Inc. | 14,865 | $537K | 0.2% | N/A | 0.004% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,342,999 | $48.54M | 0.0% | +50.0% | 0.332% | |
4/29/2025 | Capital Investment Advisory Services LLC | 7,522 | $272K | 0.0% | -18.9% | 0.002% | |
4/29/2025 | Morris Financial Concepts Inc. | 7,025 | $254K | 0.1% | -5.0% | 0.002% | |
4/29/2025 | Phil A. Younker & Associates Ltd. | 25,030 | $905K | 0.9% | +16.9% | 0.006% | |
4/29/2025 | Strategic Blueprint LLC | 9,567 | $346K | 0.0% | -6.7% | 0.002% | |
4/29/2025 | OneDigital Investment Advisors LLC | 9,505 | $344K | 0.0% | -15.1% | 0.002% | |
4/29/2025 | Silver Oak Securities Incorporated | 50,933 | $1.86M | 0.2% | +2.9% | 0.013% | |
4/29/2025 | Values Added Financial LLC | 12,201 | $441K | 0.2% | -5.9% | 0.003% | |
4/28/2025 | Castle Wealth Management LLC | 84,066 | $3.04M | 1.2% | -3.3% | 0.021% | |
4/28/2025 | Mutual Advisors LLC | 8,258 | $306K | 0.0% | +5.2% | 0.002% | |
4/28/2025 | Red Mountain Financial LLC | 10,180 | $368K | 0.4% | +51.9% | 0.003% | |
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4/28/2025 | Milestone Investment Advisors LLC | 5,724 | $207K | 0.1% | -21.7% | 0.001% | |
4/28/2025 | Resonant Capital Advisors LLC | 669,986 | $24.21M | 1.7% | +28.0% | 0.166% | |
4/28/2025 | Sebold Capital Management Inc. | 86,389 | $3.12M | 2.1% | +4.8% | 0.021% | |
4/28/2025 | First Horizon Advisors Inc. | 5,803 | $210K | 0.0% | +12.1% | 0.001% | |
4/28/2025 | Novem Group | 83,252 | $3.01M | 0.4% | -56.5% | 0.021% | |
4/28/2025 | Pinnacle Financial Partners Inc | 9,995 | $361K | 0.0% | +11.4% | 0.002% | |
4/28/2025 | Von Berge Wealth Management Group LLC | 268,826 | $9.92M | 6.4% | -1.0% | 0.066% | |
4/28/2025 | Astoria Portfolio Advisors LLC. | 5,730 | $209K | 0.1% | N/A | 0.001% | |
4/25/2025 | JNBA Financial Advisors | 448,764 | $16.22M | 1.7% | -19.0% | 0.113% | |
4/25/2025 | Mather Group LLC. | 79,913 | $2.89M | 0.0% | -2.0% | 0.020% | |
4/25/2025 | Lodestar Private Asset Management LLC | 6,149 | $222K | 0.0% | N/A | 0.002% | |
4/25/2025 | Red Tortoise LLC | 407,797 | $14.74M | 7.6% | +0.8% | 0.103% | |
4/25/2025 | Prairiewood Capital LLC | 507,712 | $18.35M | 7.5% | +3.5% | 0.128% | |
4/25/2025 | MidAtlantic Capital Management Inc. | 7,516 | $272K | 0.2% | -12.4% | 0.002% | |
4/25/2025 | MorganRosel Wealth Management LLC | 157,594 | $5.70M | 1.7% | -4.7% | 0.040% | |
4/25/2025 | Canandaigua National Bank & Trust Co. | 958,730 | $34.65M | 3.5% | +6.8% | 0.242% | |
4/25/2025 | Canandaigua National Trust Co of Florida | 120,092 | $4.34M | 3.8% | +4.0% | 0.030% | |
4/25/2025 | Washington Trust Advisors Inc. | 183,117 | $6.62M | 0.6% | -3.9% | 0.046% | |
4/25/2025 | Ameritas Advisory Services LLC | 32,349 | $1.17M | 0.0% | -37.3% | 0.008% | |
4/25/2025 | Shilanski & Associates Inc. | 329,199 | $11.90M | 3.7% | +1.8% | 0.083% | |
4/25/2025 | Waterfront Wealth Inc. | 87,524 | $3.16M | 0.8% | +1.6% | 0.022% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 65,817 | $2.38M | 0.1% | +2.5% | 0.017% | |
4/25/2025 | L.K. Benson & Company P.C. | 48,697 | $1.76M | 1.2% | -0.9% | 0.012% | |
4/25/2025 | Capital Advisors Wealth Management LLC | 771,340 | $27.88M | 4.9% | +32.6% | 0.194% | |
4/25/2025 | Beacon Financial Planning Inc. | 320,946 | $11.60M | 6.7% | -2.4% | 0.081% | |
4/24/2025 | J. L. Bainbridge & Co. Inc. | 6,422 | $232K | 0.0% | -31.8% | 0.002% | |
4/24/2025 | Mendel Capital Management LLC | 62,259 | $2.25M | 1.4% | +10.6% | 0.016% | |
4/24/2025 | Bordeaux Wealth Advisors LLC | 6,775 | $245K | 0.0% | N/A | 0.002% | |
4/24/2025 | 3Chopt Investment Partners LLC | 3,477 | $126K | 0.0% | N/A | 0.001% | |
4/24/2025 | Oakworth Capital Inc. | 4,544 | $164K | 0.0% | +92.7% | 0.001% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 19,758 | $714K | 0.0% | +1,673.6% | 0.005% | |
4/24/2025 | Nadler Financial Group Inc. | 776,374 | $28.06M | 3.1% | +5.7% | 0.196% | |
4/24/2025 | PDS Planning Inc | 18,411 | $665K | 0.1% | +128.8% | 0.005% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 8,121 | $294K | 0.0% | +3.6% | 0.002% | |
4/23/2025 | Sequoia Financial Advisors LLC | 673,833 | $24.35M | 0.2% | -53.5% | 0.170% | |
4/23/2025 | Perigon Wealth Management LLC | 50,895 | $1.84M | 0.0% | -4.7% | 0.013% | |
4/23/2025 | HBK Sorce Advisory LLC | 55,657 | $2.01M | 0.1% | -2.7% | 0.014% | |
4/23/2025 | First Pacific Financial | 82,589 | $2.99M | 0.6% | -3.8% | 0.021% | |
4/23/2025 | Northland Capital Management LLC | 128,138 | $4.63M | 3.1% | +0.3% | 0.032% | |
4/23/2025 | Global Assets Advisory LLC | 12,555 | $431K | 0.1% | N/A | 0.003% | |
4/23/2025 | Archford Capital Strategies LLC | 172,211 | $6.22M | 0.9% | -43.1% | 0.043% | |
4/23/2025 | Keudell Morrison Wealth Management | 625,116 | $22.59M | 5.3% | -1.2% | 0.157% | |
4/23/2025 | Davidson Kahn Capital Management LLC | 19,395 | $701K | 0.5% | +8.0% | 0.005% | |
4/23/2025 | Clearview Wealth Advisors LLC | 45,283 | $1.64M | 1.2% | +2.1% | 0.011% | |
4/23/2025 | Symphony Financial Ltd. Co. | 9,286 | $322K | 0.2% | N/A | 0.002% | |
4/23/2025 | AssuredPartners Investment Advisors LLC | 61,197 | $2.21M | 0.4% | +1.7% | 0.015% | |
4/23/2025 | Johnson Bixby & Associates LLC | 777,254 | $28.09M | 4.2% | +22.8% | 0.196% | |
4/23/2025 | Guardian Financial Partners LLC | 159,197 | $5.75M | 2.8% | +3.4% | 0.040% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 17,472 | $631K | 0.1% | +23.3% | 0.004% | |
4/23/2025 | Eagle Strategies LLC | 34,530 | $1.25M | 0.2% | -7.0% | 0.009% | |
Elon Reveals Why There Soon Won’t Be Any Money For Social Security (Ad) Elon Musk's Near-Death Experience Sparks Dire Warning for Americans
After cheating death twice—once in a terrifying supercar crash with billionaire Peter Thiel, then from a deadly strain of malaria—Elon Musk emerged with a stark warning for Americans about looming financial dangers. Discover the little-known Trump IRS loophole that thousands are now using to safeguard their retirement from inflation and market turmoil—before it's too late. See why thousands of forward-thinking retirement savers are now requesting this FREE 2025 Wealth Pro |
4/23/2025 | Valmark Advisers Inc. | 5,818 | $210K | 0.0% | N/A | 0.001% | |
4/23/2025 | Oppenheimer & Co. Inc. | 133,260 | $4.82M | 0.1% | +8.1% | 0.034% | |
4/23/2025 | EQ Wealth Advisors LLC | 13,780 | $498K | 0.4% | +6.0% | 0.003% | |
4/23/2025 | Continuum Advisory LLC | 4,444 | $161K | 0.0% | +139.6% | 0.001% | |
4/22/2025 | Diversified Portfolios Inc. | 9,214 | $333K | 0.0% | N/A | 0.002% | |
4/22/2025 | Consolidated Planning Corp | 23,617 | $854K | 0.1% | +1.2% | 0.006% | |
4/22/2025 | Pennsylvania Capital Management Inc. ADV | 213,638 | $7.72M | 2.8% | -4.8% | 0.054% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 815,601 | $29.48M | 0.1% | -0.7% | 0.205% | |
4/22/2025 | WealthCare Investment Partners LLC | 152,174 | $5.43M | 2.3% | -1.9% | 0.038% | |
4/22/2025 | Appleton Partners Inc. MA | 13,209 | $477K | 0.0% | -21.7% | 0.003% | |