8/18/2025 | Geneos Wealth Management Inc. | 4,045 | $158K | 0.0% | +60.1% | 0.038% | |
8/15/2025 | FSB Premier Wealth Management Inc. | 5,339 | $208K | 0.1% | N/A | 0.050% | |
8/15/2025 | Orion Porfolio Solutions LLC | 5,614 | $219K | 0.0% | -10.3% | 0.052% | |
8/15/2025 | MML Investors Services LLC | 154,805 | $6.03M | 0.0% | +358.2% | 1.447% | |
8/14/2025 | Jane Street Group LLC | 7,575 | $295K | 0.0% | -65.0% | 0.071% | |
8/14/2025 | Raymond James Financial Inc. | 1,131,873 | $44.09M | 0.0% | -18.2% | 10.578% | |
8/14/2025 | Diversify Advisory Services LLC | 20,281 | $803K | 0.0% | +1.9% | 0.190% | |
8/14/2025 | NewEdge Advisors LLC | 27,700 | $1.08M | 0.0% | -4.3% | 0.259% | |
8/14/2025 | Cary Street Partners Financial LLC | 7,840 | $305K | 0.0% | -14.5% | 0.073% | |
8/13/2025 | StoneX Group Inc. | 5,382 | $210K | 0.0% | N/A | 0.050% | |
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8/12/2025 | Steward Partners Investment Advisory LLC | 9,609 | $374K | 0.0% | +123.6% | 0.090% | |
8/12/2025 | Insigneo Advisory Services LLC | 16,342 | $637K | 0.1% | +6.1% | 0.153% | |
8/12/2025 | CreativeOne Wealth LLC | 27,747 | $1.08M | 0.0% | +13.5% | 0.259% | |
8/12/2025 | MAI Capital Management | 74,566 | $2.90M | 0.0% | -0.6% | 0.697% | |
8/12/2025 | JPMorgan Chase & Co. | 1,276 | $50K | 0.0% | -86.8% | 0.012% | |
8/12/2025 | PKS Advisory Services LLC | 9,261 | $361K | 0.1% | +13.6% | 0.087% | |
8/11/2025 | Anfield Capital Management LLC | 41,482 | $1.62M | 0.5% | N/A | 0.388% | |
8/8/2025 | Cetera Investment Advisers | 273,253 | $10.64M | 0.0% | -0.3% | 2.554% | |
8/8/2025 | Bouchey Financial Group Ltd | 119,425 | $4.65M | 0.4% | -1.5% | 1.116% | |
8/4/2025 | Atria Investments Inc | 8,627 | $336K | 0.0% | +30.1% | 0.081% | |
8/4/2025 | Arkadios Wealth Advisors | 37,533 | $1.46M | 0.0% | -7.4% | 0.351% | |
8/1/2025 | Envestnet Asset Management Inc. | 216,233 | $8.42M | 0.0% | +12.9% | 2.008% | |
7/31/2025 | VestGen Investment Management | 6,767 | $264K | 0.2% | +5.6% | 0.063% | |
7/30/2025 | Brookstone Capital Management | 22,330 | $870K | 0.0% | +32.9% | 0.206% | |
7/29/2025 | International Assets Investment Management LLC | 16,090 | $627K | 0.0% | N/A | 0.148% | |
7/29/2025 | Schubert & Co | 26,237 | $1.02M | 0.7% | -13.7% | 0.242% | |
7/29/2025 | Koshinski Asset Management Inc. | 9,250 | $360K | 0.0% | +23.0% | 0.085% | |
7/29/2025 | AssuredPartners Investment Advisors LLC | 128,307 | $5.00M | 1.2% | -0.3% | 1.183% | |
7/29/2025 | Stratos Wealth Advisors LLC | 7,366 | $287K | 0.0% | N/A | 0.068% | |
7/28/2025 | Uptick Partners LLC | 54,496 | $2.12M | 0.6% | -4.5% | 0.502% | |
7/28/2025 | Harbour Investments Inc. | 6,500 | $253K | 0.0% | -9.2% | 0.060% | |
7/25/2025 | MGO One Seven LLC | 27,515 | $1.07M | 0.0% | N/A | 0.254% | |
7/24/2025 | Cascade Investment Group Inc. | 13,983 | $545K | 0.4% | -5.7% | 0.128% | |
7/24/2025 | Stonebridge Financial Group LLC | 5,267 | $205K | 0.0% | +146.9% | 0.048% | |
7/23/2025 | REAP Financial Group LLC | 62,028 | $2.42M | 0.6% | -1.4% | 0.569% | |
7/21/2025 | Ameritas Advisory Services LLC | 2,925 | $114K | 0.0% | N/A | 0.027% | |
7/18/2025 | Truist Financial Corp | 36,551 | $1.42M | 0.0% | +13.1% | 0.334% | |
7/17/2025 | Janney Montgomery Scott LLC | 163,960 | $6.39M | 0.0% | +125.8% | 1.484% | |
7/17/2025 | City Holding Co. | 133,250 | $5.19M | 0.7% | +0.7% | 1.206% | |
7/16/2025 | ORG Partners LLC | 397,268 | $15.49M | 3.3% | -23.0% | 3.595% | |
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7/16/2025 | Maridea Wealth Management LLC | 6,195 | $241K | 0.1% | N/A | 0.056% | |
7/14/2025 | Flagstar Advisors Inc. | 7,741 | $302K | 0.1% | +10.2% | 0.070% | |
7/14/2025 | Park Avenue Securities LLC | 5,719 | $223K | 0.0% | N/A | 0.052% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 6,259 | $245K | 0.0% | N/A | 0.057% | |
7/9/2025 | Alesco Advisors LLC | 15,737 | $613K | 0.0% | -28.1% | 0.142% | |
7/9/2025 | HFG Wealth Management LLC | 35,829 | $1.33M | 0.8% | -10.5% | 0.324% | |
7/8/2025 | Range Financial Group LLC | 17,511 | $682K | 0.3% | +101.9% | 0.158% | |
7/7/2025 | Schulz Wealth LTD. | 37,637 | $1.47M | 1.1% | +6.3% | 0.339% | |
7/3/2025 | TrueWealth Advisors LLC | 7,816 | $304K | 0.1% | N/A | 0.068% | |
5/21/2025 | Geneos Wealth Management Inc. | 2,526 | $94K | 0.0% | -66.4% | 0.022% | |
5/19/2025 | Jane Street Group LLC | 21,644 | $805K | 0.0% | +43.8% | 0.187% | |
5/15/2025 | MAI Capital Management | 75,009 | $2.79M | 0.0% | -20.9% | 0.649% | |
5/15/2025 | Cascade Investment Group Inc. | 14,821 | $551K | 0.4% | -3.8% | 0.128% | |
5/14/2025 | CreativeOne Wealth LLC | 24,436 | $909K | 0.0% | +18.7% | 0.212% | |
5/14/2025 | PKS Advisory Services LLC | 8,155 | $303K | 0.1% | N/A | 0.071% | |
5/14/2025 | Kestra Advisory Services LLC | 156,308 | $5.82M | 0.0% | -1.5% | 1.353% | |
5/13/2025 | Raymond James Financial Inc. | 1,384,517 | $51.50M | 0.0% | +67.7% | 11.987% | |
5/12/2025 | Townsquare Capital LLC | 21,239 | $790K | 0.0% | +19.1% | 0.184% | |
5/12/2025 | Integrity Financial Corp WA | 1,744 | $65K | 0.0% | +44.6% | 0.015% | |
5/9/2025 | Bouchey Financial Group Ltd | 121,227 | $4.51M | 0.4% | -10.6% | 1.050% | |
5/8/2025 | Harbour Investments Inc. | 7,159 | $266K | 0.0% | -59.2% | 0.062% | |
5/8/2025 | Arkadios Wealth Advisors | 40,533 | $1.51M | 0.1% | +7.9% | 0.351% | |
5/7/2025 | Schubert & Co | 30,419 | $1.13M | 0.8% | -74.9% | 0.262% | |
5/7/2025 | LPL Financial LLC | 207,470 | $7.72M | 0.0% | +3.8% | 1.784% | |
5/6/2025 | Cetera Investment Advisers | 274,053 | $10.20M | 0.0% | +34.5% | 2.356% | |
5/6/2025 | Ignite Planners LLC | 24,973 | $925K | 0.2% | +138.4% | 0.215% | |
5/5/2025 | Blue Bell Private Wealth Management LLC | 950 | $35K | 0.0% | N/A | 0.008% | |
5/5/2025 | Kestra Private Wealth Services LLC | 7,205 | $268K | 0.0% | +22.6% | 0.062% | |
5/5/2025 | Diversify Advisory Services LLC | 19,899 | $736K | 0.0% | +19.2% | 0.171% | |
4/29/2025 | Brass Tax Wealth Management Inc. | 20,391 | $759K | 0.2% | -12.1% | 0.175% | |
4/29/2025 | Wood Tarver Financial Group LLC | 15,068 | $561K | 0.2% | +67.5% | 0.130% | |
4/29/2025 | Envestnet Asset Management Inc. | 191,466 | $7.12M | 0.0% | +0.8% | 1.646% | |
4/29/2025 | Strategic Blueprint LLC | 31,900 | $1.19M | 0.1% | -27.5% | 0.274% | |
4/28/2025 | Mutual Advisors LLC | 10,913 | $402K | 0.0% | N/A | 0.094% | |
4/24/2025 | Holistic Planning LLC | 57,056 | $2.12M | 0.7% | +1.0% | 0.491% | |
4/23/2025 | Madrona Financial Services LLC | 16,039 | $597K | 0.2% | +153.0% | 0.138% | |
4/23/2025 | Spire Wealth Management | 5,666 | $211K | 0.0% | -10.3% | 0.049% | |
4/23/2025 | AssuredPartners Investment Advisors LLC | 128,629 | $4.79M | 0.9% | +2.2% | 1.106% | |
4/21/2025 | ORG Partners LLC | 516,005 | $19.22M | 4.7% | +5,970.6% | 4.437% | |
4/18/2025 | DHJJ Financial Advisors Ltd. | 7,660 | $285K | 0.1% | +32.5% | 0.066% | |
4/18/2025 | Insigneo Advisory Services LLC | 15,407 | $573K | 0.1% | -13.8% | 0.132% | |
4/17/2025 | Sagespring Wealth Partners LLC | 8,147 | $303K | 0.0% | -35.2% | 0.070% | |
4/17/2025 | Janney Montgomery Scott LLC | 72,626 | $2.70M | 0.0% | +10.5% | 0.624% | |
4/17/2025 | Keystone Wealth Services LLC | 38,465 | $1.43M | 0.4% | -4.2% | 0.331% | |
4/16/2025 | NorthCrest Asset Manangement LLC | 10,422 | $388K | 0.0% | +14.6% | 0.090% | |
4/15/2025 | Noble Wealth Management PBC | 20,869 | $776K | 0.5% | -1.5% | 0.193% | |
4/14/2025 | Farther Finance Advisors LLC | 755 | $28K | 0.0% | N/A | 0.007% | |
4/14/2025 | City Holding Co. | 132,380 | $4.93M | 0.7% | +67.4% | 1.226% | |
4/14/2025 | Range Financial Group LLC | 8,672 | $323K | 0.1% | N/A | 0.080% | |
4/9/2025 | NBC Securities Inc. | 940 | $34K | 0.0% | N/A | 0.009% | |
Tax Drain Deadline: Protect Your Wealth Before September 15th (Ad) On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed professionals, retirees, and high-net-worth savers.
But the wealthy aren’t just writing checks. They’re moving fast to protect capital and purchasing power using legal, IRS-compliant strategies.
American Alternative Assets just released the Mar-A-Lago Accord, a free guide revealing how to reduce Q3 tax exposure and reposition wealth before it’s drained. Click here to download the guide and protect your assets before Sept 15th. |
4/8/2025 | HFG Wealth Management LLC | 40,054 | $1.50M | 0.9% | -85.8% | 0.371% | |
4/8/2025 | Legacy Solutions LLC | 7,177 | $267K | 0.3% | N/A | 0.066% | |
4/7/2025 | AdvisorNet Financial Inc | 6,806 | $253K | 0.0% | N/A | 0.063% | |
3/6/2025 | Wood Tarver Financial Group LLC | 8,998 | $337K | 0.1% | N/A | 0.118% | |
2/27/2025 | REAP Financial Group LLC | 78,265 | $2.93M | 0.7% | -4.8% | 1.026% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 9,875 | $370K | 0.0% | -89.6% | 0.129% | |
2/25/2025 | Armis Advisers LLC | 78,265 | $2.93M | 0.4% | N/A | 1.026% | |
2/18/2025 | Sunbelt Securities Inc. | 88,521 | $3.32M | 0.3% | -7.7% | 0.814% | |
2/17/2025 | EPG Wealth Management LLC | 31,000 | $1.16M | 0.3% | -25.6% | 0.285% | |
2/17/2025 | CoreCap Advisors LLC | 6,889 | $258K | 0.0% | +21.3% | 0.063% | |