7/25/2025 | CWM LLC | 48,454 | $1.59M | 0.0% | +4.8% | 1.227% | |
7/24/2025 | IFP Advisors Inc | 210,837 | $6.93M | 0.2% | -3.8% | 5.338% | |
7/22/2025 | Global Strategic Investment Solutions LLC | 385,904 | $12.69M | 1.4% | -5.2% | 9.770% | |
7/22/2025 | Berger Financial Group Inc | 49,691 | $1.63M | 0.1% | -2.9% | 1.258% | |
7/21/2025 | Triad Wealth Partners LLC | 19,410 | $638K | 0.1% | +86.9% | 0.491% | |
7/17/2025 | Worth Financial Advisory Group LLC | 15,734 | $517K | 0.3% | +38.8% | 0.386% | |
7/16/2025 | PFS Partners LLC | 2,361 | $78K | 0.0% | +227.0% | 0.058% | |
7/11/2025 | Farther Finance Advisors LLC | 5,870 | $193K | 0.0% | +66.3% | 0.144% | |
7/9/2025 | Fragasso Financial Advisors Inc | 19,233 | $632K | 0.0% | +2.1% | 0.472% | |
6/13/2025 | Optima Capital LLC | 31,512 | $966K | 0.6% | N/A | 0.750% | |
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5/27/2025 | Jacobi Capital Management LLC | 14,124 | $433K | 0.0% | -7.6% | 0.336% | |
5/20/2025 | Belpointe Asset Management LLC | 6,676 | $205K | 0.0% | N/A | 0.164% | |
5/19/2025 | Jane Street Group LLC | 7,190 | $220K | 0.0% | N/A | 0.176% | |
5/19/2025 | SageView Advisory Group LLC | 68,101 | $2.09M | 0.1% | +63.5% | 1.669% | |
5/16/2025 | Stuart Chaussee & Associates Inc. | 58,650 | $1.80M | 0.4% | N/A | 1.438% | |
5/16/2025 | NewEdge Advisors LLC | 51,735 | $1.59M | 0.0% | -54.0% | 1.268% | |
5/15/2025 | MAI Capital Management | 14,754 | $452K | 0.0% | +531.6% | 0.362% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 976 | $30K | 0.0% | N/A | 0.024% | |
5/14/2025 | Kestra Advisory Services LLC | 42,914 | $1.32M | 0.0% | -15.1% | 1.052% | |
5/13/2025 | Forvis Mazars Wealth Advisors LLC | 22,109 | $678K | 0.0% | -38.4% | 0.542% | |
5/13/2025 | Compass Advisory Group LLC | 13,289 | $407K | 0.1% | N/A | 0.326% | |
5/13/2025 | Long Island Wealth Management Inc. | 21,581 | $661K | 0.4% | +49.9% | 0.529% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 55,559 | $1.70M | 0.0% | N/A | 1.362% | |
5/13/2025 | HighTower Advisors LLC | 63,826 | $1.96M | 0.0% | +2.6% | 1.564% | |
5/12/2025 | Berger Financial Group Inc | 51,201 | $1.57M | 0.1% | +1.4% | 1.255% | |
5/9/2025 | Atlantic Private Wealth LLC | 14,818 | $454K | 0.3% | +381.3% | 0.363% | |
5/8/2025 | Harbour Investments Inc. | 13,321 | $408K | 0.0% | +60.0% | 0.326% | |
5/7/2025 | First Heartland Consultants Inc. | 59,231 | $1.82M | 0.2% | N/A | 1.452% | |
5/6/2025 | Cetera Investment Advisers | 39,053 | $1.20M | 0.0% | +14.9% | 0.957% | |
5/6/2025 | Avantax Advisory Services Inc. | 26,177 | $802K | 0.0% | -8.5% | 0.642% | |
5/6/2025 | PFG Advisors | 22,957 | $704K | 0.0% | N/A | 0.563% | |
5/5/2025 | IFP Advisors Inc | 219,104 | $6.72M | 0.2% | -6.7% | 5.370% | |
5/1/2025 | CWM LLC | 46,245 | $1.42M | 0.0% | +1.7% | 1.186% | |
4/30/2025 | Trek Financial LLC | 7,715 | $236K | 0.0% | -4.1% | 0.198% | |
4/29/2025 | Envestnet Asset Management Inc. | 26,119 | $801K | 0.0% | +2.4% | 0.670% | |
4/29/2025 | Capital Investment Advisory Services LLC | 1,153 | $35K | 0.0% | N/A | 0.030% | |
4/28/2025 | Global Strategic Investment Solutions LLC | 407,210 | $12.48M | 1.4% | -9.0% | 10.441% | |
4/24/2025 | Sunbelt Securities Inc. | 1,140 | $35K | 0.0% | -44.1% | 0.029% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 1,800 | $55K | 0.0% | N/A | 0.046% | |
4/22/2025 | Worth Financial Advisory Group LLC | 11,337 | $347K | 0.2% | -5.6% | 0.291% | |
Genesis 14:13-17 [HIDDEN MEANING?] (Ad) A mysterious Bible verse from Genesis may hold the key to unlocking what one expert calls an “American birthright” — a $150 trillion wealth vault that’s remained untouched for over a century.
Jim Rickards believes President Trump is about to unleash it — and investors who move first could come out on top. The full story is now available. Watch the presentation on America’s hidden birthright |
4/21/2025 | Siligmueller & Norvid Wealth Advisors LLC | 20,433 | $626K | 0.3% | -6.0% | 0.524% | |
4/15/2025 | Fiduciary Financial Group LLC | 18,597 | $551K | 0.1% | +155.5% | 0.477% | |
4/14/2025 | Farther Finance Advisors LLC | 3,529 | $108K | 0.0% | N/A | 0.090% | |
4/14/2025 | BCS Wealth Management | 13,061 | $400K | 0.1% | -13.9% | 0.335% | |
4/10/2025 | Diligent Investors LLC | 9,089 | $279K | 0.1% | +24.7% | 0.146% | |
4/10/2025 | Sugar Maple Asset Management LLC | 9,150 | $280K | 0.2% | N/A | 0.147% | |
4/9/2025 | Cypress Financial Planning LLC | 11,576 | $355K | 0.1% | -5.9% | 0.186% | |
4/9/2025 | Fragasso Financial Advisors Inc | 18,846 | $578K | 0.0% | +46.5% | 0.303% | |
4/8/2025 | Lantz Financial LLC | 49,422 | $1.52M | 0.4% | -19.8% | 0.793% | |
2/19/2025 | ARQ Wealth Advisors LLC | 12,120 | $355K | 0.1% | +15.1% | 0.346% | |
2/18/2025 | Helium Advisors LLC | 9,665 | $283K | 0.2% | N/A | 0.276% | |
2/18/2025 | Sunbelt Securities Inc. | 2,040 | $60K | 0.0% | -63.6% | 0.058% | |
2/17/2025 | Diligent Investors LLC | 7,289 | $214K | 0.0% | -12.1% | 0.188% | |
2/17/2025 | Cetera Investment Advisers | 33,978 | $996K | 0.0% | +21.5% | 0.876% | |
2/17/2025 | Citadel Advisors LLC | 8,967 | $263K | 0.0% | -30.1% | 0.231% | |
2/17/2025 | Captrust Financial Advisors | 70,395 | $2.06M | 0.0% | -2.6% | 1.814% | |
2/14/2025 | Berger Financial Group Inc | 50,474 | $1.48M | 0.1% | +91.2% | 1.301% | |
2/14/2025 | Capital Analysts LLC | 2,417 | $71K | 0.0% | +36.9% | 0.062% | |
2/14/2025 | WPWealth LLP | 69,031 | $2.02M | 0.4% | -40.8% | 1.779% | |
2/13/2025 | NewEdge Advisors LLC | 112,545 | $3.30M | 0.0% | -29.5% | 2.901% | |
2/13/2025 | SageView Advisory Group LLC | 41,664 | $1.22M | 0.1% | N/A | 1.074% | |
2/13/2025 | NFP Retirement Inc. | 17,569 | $515K | 0.0% | +78.3% | 0.453% | |
2/13/2025 | Raymond James Financial Inc. | 19,198 | $563K | 0.0% | N/A | 0.495% | |
2/13/2025 | Trek Financial LLC | 8,041 | $236K | 0.0% | -8.3% | 0.207% | |
2/12/2025 | JPMorgan Chase & Co. | 3,535 | $104K | 0.0% | -93.5% | 0.091% | |
2/12/2025 | Worth Financial Advisory Group LLC | 12,004 | $352K | 0.2% | N/A | 0.309% | |
2/11/2025 | WorthPointe LLC | 7,613 | $223K | 0.1% | N/A | 0.196% | |
2/11/2025 | LPL Financial LLC | 17,937 | $526K | 0.0% | -38.2% | 0.462% | |
2/11/2025 | Atlantic Private Wealth LLC | 3,079 | $90K | 0.1% | N/A | 0.079% | |
2/10/2025 | Harbour Investments Inc. | 8,327 | $244K | 0.0% | +38.1% | 0.215% | |
2/10/2025 | Commonwealth Equity Services LLC | 219,681 | $6.44M | 0.0% | +35.9% | 5.662% | |
2/10/2025 | Avantax Advisory Services Inc. | 28,601 | $838K | 0.0% | +35.2% | 0.737% | |
2/7/2025 | HighTower Advisors LLC | 62,217 | $1.82M | 0.0% | +171.9% | 1.604% | |
2/6/2025 | Raymond James Financial Inc. | 19,198 | $563K | 0.0% | N/A | 0.495% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 9,742 | $285K | 0.0% | N/A | 0.251% | |
2/6/2025 | Global Strategic Investment Solutions LLC | 447,610 | $13.12M | 1.5% | -4.3% | 11.536% | |
2/5/2025 | Jacobi Capital Management LLC | 15,292 | $448K | 0.0% | -12.1% | 0.394% | |
2/5/2025 | Corrado Advisors LLC | 29,154 | $854K | 0.6% | +90.3% | 0.751% | |
2/5/2025 | Siligmueller & Norvid Wealth Advisors LLC | 21,737 | $637K | 0.3% | N/A | 0.560% | |
2/4/2025 | IFP Advisors Inc | 234,762 | $6.88M | 0.2% | -38.8% | 6.051% | |
2/4/2025 | Wealthgarden F.S. LLC | 13,851 | $406K | 0.4% | N/A | 0.357% | |
2/4/2025 | Forvis Mazars Wealth Advisors LLC | 35,880 | $1.05M | 0.0% | -43.2% | 0.925% | |
2/3/2025 | Wealth Alliance | 9,555 | $280K | 0.0% | N/A | 0.246% | |
1/30/2025 | Principal Securities Inc. | 69,833 | $2.05M | 0.0% | N/A | 1.800% | |
1/29/2025 | Stonebridge Financial Group LLC | 2,047 | $60K | 0.0% | N/A | 0.053% | |
1/27/2025 | Summit Wealth Partners LLC | 11,503 | $337K | 0.1% | -18.4% | 0.296% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 10,452 | $306K | 0.0% | +3.8% | 0.269% | |
1/21/2025 | Lantz Financial LLC | 61,653 | $1.81M | 0.5% | +1.2% | 1.589% | |
1/14/2025 | Fiduciary Financial Group LLC | 7,279 | $213K | 0.0% | N/A | 0.188% | |
1/13/2025 | BCS Wealth Management | 15,178 | $445K | 0.1% | +26.6% | 0.391% | |
Genesis 14:13-17 [HIDDEN MEANING?] (Ad) A mysterious Bible verse from Genesis may hold the key to unlocking what one expert calls an “American birthright” — a $150 trillion wealth vault that’s remained untouched for over a century.
Jim Rickards believes President Trump is about to unleash it — and investors who move first could come out on top. The full story is now available. Watch the presentation on America’s hidden birthright |
1/13/2025 | Claro Advisors LLC | 10,485 | $307K | 0.0% | -7.1% | 0.270% | |
1/13/2025 | Fragasso Financial Advisors Inc | 12,862 | $377K | 0.0% | N/A | 0.331% | |
12/26/2024 | JPMorgan Chase & Co. | 54,301 | $1.67M | 0.0% | +912.9% | 1.400% | |
11/15/2024 | Continuum Advisory LLC | 1,068 | $32K | 0.0% | N/A | 0.028% | |
11/13/2024 | Townsquare Capital LLC | 11,517 | $355K | 0.0% | -4.4% | 0.297% | |
11/7/2024 | Claro Advisors LLC | 11,292 | $348K | 0.0% | +3.6% | 0.291% | |
11/5/2024 | First Heartland Consultants Inc. | 7,421 | $228K | 0.0% | +5.1% | 0.191% | |
11/5/2024 | Harbour Investments Inc. | 6,028 | $186K | 0.0% | +166.6% | 0.155% | |
10/31/2024 | Global Strategic Investment Solutions LLC | 467,579 | $14.39M | 1.7% | -41.5% | 12.051% | |
10/28/2024 | Summit Wealth Partners LLC | 14,092 | $434K | 0.1% | N/A | 0.363% | |