5/20/2025 | Blue Rock Wealth Management LLC | 4,900 | $352K | 0.3% | +25.6% | 0.019% | |
5/20/2025 | Focus Partners Wealth | 10,356 | $744K | 0.0% | -6.1% | 0.040% | |
5/19/2025 | Game Plan Financial Advisors LLC | 31,311 | $2.25M | 1.1% | +77.9% | 0.120% | |
5/16/2025 | NewEdge Advisors LLC | 12,135 | $871K | 0.0% | +9.5% | 0.046% | |
5/16/2025 | Integrated Wealth Concepts LLC | 12,283 | $882K | 0.0% | +9.8% | 0.047% | |
5/16/2025 | Edmond DE Rothschild Holding S.A. | 1,255 | $90K | 0.0% | -63.1% | 0.005% | |
5/16/2025 | Clark Capital Management Group Inc. | 42,377 | $3.04M | 0.0% | +158.4% | 0.162% | |
5/16/2025 | Banque Transatlantique SA | 1,300 | $86K | 0.0% | N/A | 0.005% | |
5/15/2025 | EP Wealth Advisors LLC | 4,064 | $292K | 0.0% | -9.4% | 0.016% | |
5/15/2025 | Royal Bank of Canada | 209,337 | $15.03M | 0.0% | +0.9% | 0.802% | |
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5/15/2025 | Alamea Verwaltungs GmbH | 12,962 | $931K | 0.8% | N/A | 0.050% | |
5/15/2025 | MAI Capital Management | 40,002 | $2.87M | 0.0% | -11.2% | 0.153% | |
5/15/2025 | Ashford Capital Management Inc. | 16,153 | $1.16M | 0.1% | +35.1% | 0.062% | |
5/15/2025 | Baird Financial Group Inc. | 14,251 | $1.02M | 0.0% | +2.9% | 0.055% | |
5/14/2025 | Comerica Bank | 4,717 | $339K | 0.0% | +19.4% | 0.018% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 114,705 | $8.24M | 0.0% | +65.6% | 0.439% | |
5/14/2025 | Sax Wealth Advisors LLC | 6,725 | $483K | 0.0% | N/A | 0.026% | |
5/14/2025 | Kestra Advisory Services LLC | 28,433 | $2.04M | 0.0% | -2.2% | 0.109% | |
5/14/2025 | RPG Investment Advisory LLC | 6,154 | $442K | 0.0% | +118.8% | 0.024% | |
5/14/2025 | Summit Financial LLC | 26,591 | $1.91M | 0.1% | N/A | 0.102% | |
5/14/2025 | Flow Traders U.S. LLC | 58,780 | $4.22M | 0.2% | N/A | 0.225% | |
5/14/2025 | Joseph P. Lucia & Associates LLC | 47,447 | $3.41M | 1.6% | -1.1% | 0.182% | |
5/13/2025 | Raymond James Financial Inc. | 242,508 | $17.41M | 0.0% | -2.5% | 0.929% | |
5/13/2025 | Cresset Asset Management LLC | 15,380 | $1.10M | 0.0% | -4.0% | 0.059% | |
5/13/2025 | Trivium Point Advisory LLC | 23,219 | $1.67M | 0.2% | -3.2% | 0.089% | |
5/13/2025 | HighTower Advisors LLC | 285,518 | $20.50M | 0.0% | +157.2% | 1.094% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 50,905 | $3.66M | 0.0% | -8.1% | 0.195% | |
5/12/2025 | Meridian Wealth Management LLC | 48,476 | $3.48M | 0.2% | +20.4% | 0.186% | |
5/12/2025 | Simplex Trading LLC | 4,707 | $337K | 0.0% | +84.5% | 0.018% | |
5/12/2025 | Florin Court Capital LLP | 15,401 | $1.11M | 1.1% | -55.0% | 0.059% | |
5/12/2025 | Benjamin Edwards Inc. | 256,164 | $18.39M | 0.3% | +104.8% | 0.981% | |
5/12/2025 | National Bank of Canada FI | 1,972 | $141K | 0.0% | -94.5% | 0.008% | |
5/12/2025 | Wambolt & Associates LLC | 3,646 | $264K | 0.1% | -6.2% | 0.014% | |
5/9/2025 | Schnieders Capital Management LLC | 6,953 | $499K | 0.1% | +2.4% | 0.027% | |
5/9/2025 | Exencial Wealth Advisors LLC | 8,559 | $615K | 0.0% | -1.6% | 0.033% | |
5/9/2025 | MGB Wealth Management LLC | 20,505 | $1.47M | 0.5% | +24.3% | 0.079% | |
5/9/2025 | Bouchey Financial Group Ltd | 7,605 | $546K | 0.0% | -8.4% | 0.029% | |
5/9/2025 | Endowment Wealth Management Inc. | 7,300 | $524K | 0.3% | +34.1% | 0.028% | |
5/9/2025 | Atria Wealth Solutions Inc. | 30,433 | $2.19M | 0.0% | -8.5% | 0.117% | |
5/9/2025 | Thoroughbred Financial Services LLC | 42,249 | $3.03M | 0.2% | +2.0% | 0.162% | |
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5/9/2025 | Plan Group Financial LLC | 3,209 | $230K | 0.1% | N/A | 0.012% | |
5/9/2025 | Seelaus Asset Management LLC | 4,297 | $309K | 0.3% | -10.4% | 0.016% | |
5/9/2025 | IPG Investment Advisors LLC | 4,360 | $313K | 0.1% | +45.1% | 0.017% | |
5/9/2025 | Avalon Trust Co | 1,175 | $84K | 0.0% | N/A | 0.005% | |
5/9/2025 | Scotia Capital Inc. | 23,833 | $1.71M | 0.0% | +1.9% | 0.091% | |
5/8/2025 | IFG Advisory LLC | 11,966 | $859K | 0.0% | +22.6% | 0.046% | |
5/8/2025 | US Bancorp DE | 3,865 | $278K | 0.0% | +14.9% | 0.015% | |
5/8/2025 | SSA Swiss Advisors AG | 3,460 | $248K | 0.1% | N/A | 0.013% | |
5/8/2025 | Wellington Shields & Co. LLC | 1,550 | $111K | 0.0% | +47.6% | 0.006% | |
5/8/2025 | Arkadios Wealth Advisors | 35,035 | $2.52M | 0.1% | N/A | 0.134% | |
5/7/2025 | LPL Financial LLC | 570,820 | $40.99M | 0.0% | +13.5% | 2.187% | |
5/7/2025 | Valley Wealth Managers Inc. | 40,888 | $2.94M | 0.2% | +10.9% | 0.157% | |
5/6/2025 | Cetera Investment Advisers | 192,448 | $13.82M | 0.0% | +232.2% | 0.737% | |
5/6/2025 | Avantax Advisory Services Inc. | 2,890 | $208K | 0.0% | +7.1% | 0.011% | |
5/6/2025 | Journey Strategic Wealth LLC | 3,331 | $239K | 0.0% | -6.9% | 0.013% | |
5/6/2025 | Pinnacle Associates Ltd. | 2,940 | $211K | 0.0% | N/A | 0.011% | |
5/5/2025 | J.W. Cole Advisors Inc. | 12,631 | $907K | 0.0% | +26.6% | 0.048% | |
5/5/2025 | IFP Advisors Inc | 67,435 | $4.84M | 0.1% | +417.0% | 0.258% | |
5/5/2025 | Kestra Private Wealth Services LLC | 9,765 | $701K | 0.0% | +8.0% | 0.037% | |
5/5/2025 | ETF Store Inc. | 4,188 | $301K | 0.4% | -10.3% | 0.016% | |
5/5/2025 | Csenge Advisory Group | 4,370 | $306K | 0.0% | +27.4% | 0.017% | |
5/5/2025 | Private Advisor Group LLC | 17,599 | $1.26M | 0.0% | +4.9% | 0.067% | |
5/2/2025 | Independent Wealth Network Inc. | 12,334 | $886K | 0.4% | +5.0% | 0.047% | |
5/2/2025 | Mayflower Financial Advisors LLC | 8,266 | $594K | 0.1% | +12.9% | 0.032% | |
5/2/2025 | Wealthgarden F.S. LLC | 3,320 | $238K | 0.2% | +11.0% | 0.013% | |
5/2/2025 | Larson Financial Group LLC | 8,038 | $577K | 0.0% | +27.6% | 0.031% | |
5/2/2025 | Wealthfront Advisers LLC | 28,251 | $2.03M | 0.0% | +13.0% | 0.108% | |
5/2/2025 | SBI Securities Co. Ltd. | 1,065 | $76K | 0.0% | +28.3% | 0.004% | |
5/2/2025 | Apollon Financial LLC | 26,929 | $1.93M | 0.5% | +8.7% | 0.103% | |
5/1/2025 | Florida Financial Advisors LLC | 3,948 | $283K | 0.1% | N/A | 0.015% | |
5/1/2025 | Pointe Capital Management LLC | 7,218 | $518K | 0.3% | -35.7% | 0.028% | |
5/1/2025 | CWM LLC | 5,464 | $392K | 0.0% | -10.2% | 0.021% | |
5/1/2025 | Park Square Financial Group LLC | 1,041 | $75K | 0.1% | -25.3% | 0.004% | |
4/30/2025 | Cerity Partners LLC | 36,552 | $2.62M | 0.0% | +6.1% | 0.140% | |
4/30/2025 | Principal Securities Inc. | 10,630 | $792K | 0.0% | +4.1% | 0.041% | |
4/30/2025 | Stratos Wealth Partners LTD. | 35,056 | $2.52M | 0.0% | +1.2% | 0.134% | |
4/30/2025 | Alpha Cubed Investments LLC | 7,653 | $550K | 0.0% | +2.7% | 0.029% | |
4/29/2025 | Envestnet Asset Management Inc. | 211,739 | $15.20M | 0.0% | +490.2% | 0.811% | |
4/29/2025 | Capital Investment Advisory Services LLC | 85,034 | $6.11M | 0.5% | +1.7% | 0.326% | |
4/29/2025 | Brookstone Capital Management | 34,193 | $2.46M | 0.0% | +3.0% | 0.131% | |
4/29/2025 | OneDigital Investment Advisors LLC | 3,180 | $228K | 0.0% | +15.1% | 0.012% | |
4/28/2025 | D.A. Davidson & CO. | 26,658 | $1.91M | 0.0% | +1.0% | 0.099% | |
4/28/2025 | Instrumental Wealth LLC | 11,043 | $811K | 0.7% | +6.0% | 0.041% | |
4/28/2025 | Vontobel Holding Ltd. | 9,896 | $711K | 0.0% | -8.3% | 0.037% | |
4/25/2025 | Smallwood Wealth Investment Management LLC | 425 | $31K | 0.0% | N/A | 0.002% | |
4/25/2025 | Ameritas Advisory Services LLC | 15,323 | $1.10M | 0.0% | +3.3% | 0.057% | |
4/25/2025 | Verity Asset Management Inc. | 4,356 | $313K | 0.1% | N/A | 0.016% | |
4/25/2025 | McGuire Investment Group LLC | 46,335 | $3.33M | 0.5% | +0.5% | 0.172% | |
4/24/2025 | Crescent Grove Advisors LLC | 11,252 | $808K | 0.1% | -11.0% | 0.042% | |
4/24/2025 | Primoris Wealth Advisors LLC | 51,977 | $3.73M | 2.9% | N/A | 0.193% | |
Washington Is Broke—and Eyeing Your Savings Next (Ad) Washington is running out of money…And guess where they'll look next?
When governments go broke, they take from the people.
It's happened before, and it's happening again.
The Department of Justice just admitted that cash isn't legally YOUR property. Get your free guide now by clicking here >> |
4/23/2025 | Perigon Wealth Management LLC | 13,692 | $983K | 0.0% | -8.4% | 0.051% | |
4/23/2025 | Spire Wealth Management | 3,650 | $262K | 0.0% | +19.9% | 0.014% | |
4/23/2025 | International Assets Investment Management LLC | 5,243 | $376K | 0.0% | +22.1% | 0.019% | |
4/23/2025 | Oppenheimer & Co. Inc. | 40,640 | $2.92M | 0.0% | -13.0% | 0.151% | |
4/22/2025 | Flagship Harbor Advisors LLC | 11,797 | $847K | 0.0% | +4.8% | 0.044% | |
4/22/2025 | Hudson Value Partners LLC | 3,800 | $273K | 0.1% | -10.6% | 0.014% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 94,994 | $6.82M | 0.0% | +2.2% | 0.353% | |
4/22/2025 | Ellis Investment Partners LLC | 44,520 | $3.20M | 0.7% | +0.4% | 0.166% | |
4/22/2025 | Appleton Partners Inc. MA | 47,920 | $3.44M | 0.3% | -0.9% | 0.178% | |
4/22/2025 | PFG Investments LLC | 6,831 | $490K | 0.0% | +2.4% | 0.025% | |