8/4/2025 | Daymark Wealth Partners LLC | 7,800 | $210K | 0.0% | N/A | 0.089% | |
8/1/2025 | Envestnet Asset Management Inc. | 15,424 | $416K | 0.0% | +24.0% | 0.176% | |
7/24/2025 | Blue Trust Inc. | 33,396 | $900K | 0.0% | +6.1% | 0.381% | |
7/22/2025 | Checchi Capital Advisers LLC | 16,904 | $456K | 0.0% | -19.0% | 0.193% | |
7/21/2025 | Washington Growth Strategies LLC | 11,163 | $301K | 0.2% | +44,552.0% | 0.127% | |
7/21/2025 | Ameritas Advisory Services LLC | 1,379 | $37K | 0.0% | N/A | 0.016% | |
7/18/2025 | Truist Financial Corp | 124,472 | $3.36M | 0.0% | +6.7% | 1.421% | |
7/15/2025 | McAdam LLC | 224,377 | $6.05M | 0.3% | +7.2% | 2.561% | |
7/11/2025 | Weatherly Asset Management L. P. | 24,886 | $671K | 0.1% | +16.4% | 0.284% | |
7/10/2025 | Clare Market Investments LLC | 8,042 | $217K | 0.0% | -77.8% | 0.092% | |
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7/10/2025 | Wealth Enhancement Advisory Services LLC | 8,997 | $244K | 0.0% | N/A | 0.103% | |
7/9/2025 | Krilogy Financial LLC | 35,048 | $945K | 0.1% | +26.0% | 0.400% | |
7/3/2025 | Arvest Investments Inc. | 178,026 | $4.80M | 0.7% | -2.9% | 2.032% | |
5/21/2025 | McAdam LLC | 209,362 | $5.24M | 0.3% | -1.9% | 2.390% | |
5/19/2025 | Jane Street Group LLC | 44,679 | $1.12M | 0.0% | N/A | 0.510% | |
5/16/2025 | Jones Financial Companies Lllp | 2,685 | $67K | 0.0% | -81.0% | 0.031% | |
5/16/2025 | Sepio Capital LP | 41,765 | $1.05M | 0.1% | -64.1% | 0.477% | |
5/16/2025 | Integrated Wealth Concepts LLC | 52,715 | $1.32M | 0.0% | +12.4% | 0.602% | |
5/15/2025 | Royal Bank of Canada | 35,692 | $893K | 0.0% | -11.2% | 0.407% | |
5/15/2025 | OLD Mission Capital LLC | 191,228 | $4.78M | 0.1% | +409.0% | 2.183% | |
5/14/2025 | Ieq Capital LLC | 30,042 | $751K | 0.0% | N/A | 0.343% | |
5/13/2025 | Sei Investments Co. | 67,702 | $1.69M | 0.0% | +0.8% | 0.773% | |
5/13/2025 | HighTower Advisors LLC | 19,061 | $477K | 0.0% | +7.4% | 0.218% | |
5/12/2025 | Invesco Ltd. | 17,803 | $445K | 0.0% | -19.8% | 0.203% | |
5/7/2025 | LPL Financial LLC | 211,292 | $5.28M | 0.0% | -6.7% | 2.412% | |
5/6/2025 | Cetera Investment Advisers | 54,842 | $1.37M | 0.0% | +43.5% | 0.626% | |
5/1/2025 | Weatherly Asset Management L. P. | 21,376 | $535K | 0.0% | +6.1% | 0.244% | |
4/29/2025 | OneDigital Investment Advisors LLC | 17,943 | $449K | 0.0% | -2.3% | 0.205% | |
4/29/2025 | Checchi Capital Advisers LLC | 20,876 | $522K | 0.0% | +26.0% | 0.238% | |
4/23/2025 | Tyche Wealth Partners LLC | 23,702 | $593K | 0.1% | -25.3% | 0.271% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 11,552 | $289K | 0.0% | +13.8% | 0.132% | |
4/21/2025 | Blue Trust Inc. | 31,475 | $787K | 0.0% | +19.3% | 0.359% | |
4/16/2025 | Krilogy Financial LLC | 27,812 | $696K | 0.0% | -16.7% | 0.317% | |
4/15/2025 | Arvest Investments Inc. | 183,258 | $4.58M | 0.7% | +52.1% | 2.092% | |
4/15/2025 | Collier Financial | 1,773 | $44K | 0.0% | -37.5% | 0.020% | |
4/10/2025 | Clare Market Investments LLC | 36,191 | $905K | 0.2% | N/A | 0.396% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 10,337 | $266K | 0.0% | +11.0% | 0.113% | |
3/12/2025 | Centaurus Financial Inc. | 6,325 | $163K | 0.0% | +22.5% | 0.069% | |
2/26/2025 | Yoffe Investment Management LLC | 16,402 | $423K | 0.6% | N/A | 0.179% | |
2/18/2025 | Mpwm Advisory Solutions LLC | 7,149 | $184K | 0.1% | N/A | 0.083% | |
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2/17/2025 | Cetera Investment Advisers | 38,207 | $985K | 0.0% | +9.1% | 0.442% | |
2/17/2025 | Bank of America Corp DE | 754,275 | $19.44M | 0.0% | +0.6% | 8.730% | |
2/17/2025 | Ameriprise Financial Inc. | 168,588 | $4.35M | 0.0% | +6.7% | 1.951% | |
2/14/2025 | Comerica Bank | 1,027 | $26K | 0.0% | -32.7% | 0.012% | |
2/14/2025 | Integrated Wealth Concepts LLC | 46,910 | $1.21M | 0.0% | +9.1% | 0.543% | |
2/14/2025 | TD Waterhouse Canada Inc. | 16,204 | $417K | 0.0% | +94.7% | 0.188% | |
2/14/2025 | MML Investors Services LLC | 306,538 | $7.90M | 0.0% | N/A | 3.548% | |
2/13/2025 | Raymond James Financial Inc. | 61,320 | $1.58M | 0.0% | N/A | 0.710% | |
2/13/2025 | Invesco Ltd. | 22,203 | $572K | 0.0% | +155.7% | 0.257% | |
2/13/2025 | Sepio Capital LP | 116,399 | $3M | 0.2% | +7.5% | 1.347% | |
2/13/2025 | Envestnet Asset Management Inc. | 8,695 | $224K | 0.0% | -19.9% | 0.101% | |
2/13/2025 | Wells Fargo & Company MN | 201,856 | $5.20M | 0.0% | -2.1% | 2.336% | |
2/12/2025 | Yoffe Investment Management LLC | 31,443 | $810K | 0.8% | N/A | 0.364% | |
2/12/2025 | OLD Mission Capital LLC | 37,566 | $968K | 0.0% | -37.4% | 0.435% | |
2/12/2025 | Orion Portfolio Solutions LLC | 100,317 | $2.59M | 0.0% | -6.6% | 1.161% | |
2/12/2025 | JPMorgan Chase & Co. | 361,168 | $9.31M | 0.0% | +180,484.0% | 4.180% | |
2/11/2025 | LPL Financial LLC | 226,493 | $5.84M | 0.0% | +1.8% | 2.621% | |
2/11/2025 | Sei Investments Co. | 67,180 | $1.73M | 0.0% | -8.5% | 0.778% | |
2/11/2025 | Arvest Investments Inc. | 120,451 | $3.10M | 0.5% | +4.5% | 1.394% | |
2/10/2025 | Commonwealth Equity Services LLC | 27,638 | $712K | 0.0% | +19.4% | 0.320% | |
2/7/2025 | HighTower Advisors LLC | 17,747 | $457K | 0.0% | +18.2% | 0.205% | |
2/6/2025 | Raymond James Financial Inc. | 61,320 | $1.58M | 0.0% | N/A | 0.710% | |
2/6/2025 | Jones Financial Companies Lllp | 14,138 | $364K | 0.0% | +65.2% | 0.164% | |
2/3/2025 | Legacy Capital Group California Inc. | 15,092 | $389K | 0.1% | -5.4% | 0.175% | |
1/29/2025 | Collier Financial | 2,839 | $73K | 0.1% | N/A | 0.033% | |
1/29/2025 | Weatherly Asset Management L. P. | 20,156 | $519K | 0.0% | -40.0% | 0.233% | |
1/27/2025 | Private Wealth Management Group LLC | 1,140 | $29K | 0.0% | N/A | 0.013% | |
1/24/2025 | McAdam LLC | 213,362 | $5.50M | 0.3% | +23.8% | 2.469% | |
1/22/2025 | Blue Trust Inc. | 28,812 | $742K | 0.0% | +9.1% | 0.333% | |
1/17/2025 | Daymark Wealth Partners LLC | 7,800 | $201K | 0.0% | +8.4% | 0.090% | |
1/15/2025 | Krilogy Financial LLC | 33,375 | $860K | 0.1% | +17.0% | 0.386% | |
11/15/2024 | Orion Portfolio Solutions LLC | 107,434 | $3.30M | 0.1% | -4.4% | 1.243% | |
11/15/2024 | Jane Street Group LLC | 76,775 | $2.36M | 0.0% | +100.0% | 0.889% | |
11/15/2024 | Stifel Financial Corp | 11,709 | $360K | 0.0% | -90.6% | 0.136% | |
11/15/2024 | Integrated Wealth Concepts LLC | 43,013 | $1.32M | 0.0% | +4.4% | 0.498% | |
11/15/2024 | HighTower Advisors LLC | 15,014 | $465K | 0.0% | +19.6% | 0.174% | |
11/15/2024 | Arizona PSPRS Trust | 14,900 | $458K | 0.0% | N/A | 0.172% | |
11/6/2024 | OneDigital Investment Advisors LLC | 18,090 | $556K | 0.0% | +12.5% | 0.209% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 9,314 | $286K | 0.0% | +7.3% | 0.108% | |
10/22/2024 | McAdam LLC | 172,408 | $5.30M | 0.3% | -3.6% | 1.995% | |
10/18/2024 | Blue Trust Inc. | 26,399 | $772K | 0.0% | +11.6% | 0.306% | |
8/22/2024 | Cetera Investment Advisers | 36,896 | $1.08M | 0.0% | +4.6% | 0.427% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 2,206 | $64K | 0.0% | +20.3% | 0.026% | |
8/15/2024 | Daymark Wealth Partners LLC | 7,194 | $210K | 0.0% | N/A | 0.083% | |
8/13/2024 | Sei Investments Co. | 70,960 | $2.07M | 0.0% | +2.1% | 0.821% | |
7/31/2024 | Commonwealth Equity Services LLC | 17,119 | $500K | 0.0% | +2.3% | 0.198% | |
7/24/2024 | McAdam LLC | 178,807 | $5.23M | 0.3% | +7.0% | 2.070% | |
7/22/2024 | Krilogy Financial LLC | 25,994 | $760K | 0.1% | +4.5% | 0.301% | |
7/10/2024 | Contravisory Investment Management Inc. | 14,908 | $436K | 0.1% | N/A | 0.173% | |
5/16/2024 | Jane Street Group LLC | 524,627 | $14.02M | 0.0% | N/A | 6.072% | |
HIDDEN IN THE BOOK OF GENESIS… (Ad) “This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 trillion vault of untapped American wealth.
Former CIA advisor Jim Rickards calls it the “Old Testament Wealth Code” — and says it could transform your financial future. He’s revealing everything in a new presentation. Watch Jim Rickards reveal the Old Testament Wealth Code |
5/7/2024 | Sei Investments Co. | 69,485 | $1.86M | 0.0% | +28.3% | 0.812% | |
4/24/2024 | Krilogy Financial LLC | 24,865 | $665K | 0.1% | N/A | 0.274% | |
4/12/2024 | Worth Asset Management LLC | 12,734 | $340K | 0.2% | -75.3% | 0.141% | |
2/26/2024 | Centaurus Financial Inc. | 4,844 | $124K | 0.0% | N/A | 0.087% | |
2/12/2024 | Tradition Wealth Management LLC | 3,820 | $98K | 0.0% | +247.3% | 0.068% | |
2/12/2024 | Stifel Financial Corp | 243,414 | $6.23M | 0.0% | -4.2% | 4.354% | |
2/9/2024 | Orion Portfolio Solutions LLC | 111,652 | $2.87M | 0.0% | +45.3% | 1.997% | |
2/7/2024 | Checchi Capital Advisers LLC | 24,077 | $616K | 0.1% | -7.3% | 0.431% | |
2/7/2024 | Bogart Wealth LLC | 1,363 | $35K | 0.0% | N/A | 0.024% | |
2/5/2024 | Brighton Jones LLC | 8,173 | $209K | 0.0% | N/A | 0.146% | |