5/2/2025 | Kingsview Wealth Management LLC | 41,876 | $1.02M | 0.0% | +6.3% | 0.009% | |
5/2/2025 | Members Trust Co | 8,722 | $212K | 0.0% | N/A | 0.002% | |
5/2/2025 | Litman Gregory Wealth Management LLC | 13,215 | $322K | 0.0% | +32.1% | 0.003% | |
5/2/2025 | Verdence Capital Advisors LLC | 89,112 | $2.17M | 0.2% | +310.3% | 0.020% | |
5/2/2025 | PAX Financial Group LLC | 23,634 | $575K | 0.1% | -20.6% | 0.005% | |
5/2/2025 | Wealthfront Advisers LLC | 3,916,163 | $95.32M | 0.3% | +4.3% | 0.871% | |
5/2/2025 | Pinkerton Retirement Specialists LLC | 81,190 | $1.98M | 0.3% | +8.6% | 0.018% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 2,948 | $72K | 0.0% | N/A | 0.001% | |
5/2/2025 | Blake Schutter Theil Wealth Advisors LLC | 36,758 | $895K | 1.0% | -1.9% | 0.008% | |
5/2/2025 | Dakota Wealth Management | 315,411 | $7.68M | 0.2% | -6.6% | 0.070% | |
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5/1/2025 | Bleakley Financial Group LLC | 42,436 | $1.03M | 0.0% | -12.8% | 0.009% | |
5/1/2025 | Zullo Investment Group Inc. | 11,909 | $290K | 0.1% | +10.8% | 0.003% | |
5/1/2025 | CWM LLC | 28,420 | $692K | 0.0% | -19.8% | 0.006% | |
5/1/2025 | Pittenger & Anderson Inc. | 31,674 | $771K | 0.0% | +52.9% | 0.007% | |
5/1/2025 | TruNorth Capital Management LLC | 1,643,899 | $40.01M | 9.9% | +3.2% | 0.366% | |
5/1/2025 | ARK & TLK Investments LLC | 57,128 | $1.39M | 0.5% | +2.4% | 0.013% | |
5/1/2025 | Fifth Third Securities Inc. | 325,853 | $7.93M | 0.7% | +62.0% | 0.072% | |
5/1/2025 | Gateway Wealth Partners LLC | 26,445 | $644K | 0.1% | +10.8% | 0.006% | |
5/1/2025 | Diversify Wealth Management LLC | 461,365 | $11.27M | 0.8% | -3.6% | 0.103% | |
4/30/2025 | Cerity Partners LLC | 61,720 | $1.50M | 0.0% | +3.6% | 0.014% | |
4/30/2025 | DMC Group LLC | 56,404 | $1.37M | 1.1% | +11.5% | 0.013% | |
4/30/2025 | Allworth Financial LP | 120,752 | $2.94M | 0.0% | -19.8% | 0.027% | |
4/30/2025 | Leavell Investment Management Inc. | 1,138,258 | $27.71M | 1.4% | +5.6% | 0.253% | |
4/30/2025 | Nisa Investment Advisors LLC | 737,900 | $17.96M | 0.1% | +528.0% | 0.164% | |
4/30/2025 | Peterson Wealth Advisors LLC | 386,250 | $9.40M | 1.7% | +5.2% | 0.086% | |
4/30/2025 | Trek Financial LLC | 36,668 | $892K | 0.1% | +99.8% | 0.008% | |
4/30/2025 | Stratos Wealth Partners LTD. | 38,740 | $943K | 0.0% | +6.5% | 0.009% | |
4/30/2025 | Stratos Wealth Advisors LLC | 1,072,926 | $26.12M | 1.4% | +29.6% | 0.239% | |
4/30/2025 | Black Diamond Financial LLC | 500,455 | $12.18M | 1.8% | +8.7% | 0.111% | |
4/29/2025 | Sightline Wealth Advisors LLC | 17,121 | $417K | 0.2% | +39.9% | 0.004% | |
4/29/2025 | Financial Counselors Inc. | 1,200,638 | $29.22M | 0.4% | +4.1% | 0.267% | |
4/29/2025 | Cooksen Wealth LLC | 1,302 | $32K | 0.0% | N/A | 0.000% | |
4/29/2025 | TD Private Client Wealth LLC | 5,729 | $139K | 0.0% | +638.3% | 0.001% | |
4/29/2025 | Envestnet Asset Management Inc. | 7,645,106 | $186.08M | 0.1% | +6.1% | 1.700% | |
4/29/2025 | Hexagon Capital Partners LLC | 55,649 | $1.35M | 0.3% | -0.8% | 0.012% | |
4/29/2025 | Pure Portfolios Holdings LLC | 333,975 | $8.13M | 3.0% | +1.8% | 0.074% | |
4/29/2025 | Cloud Capital Management LLC | 575,512 | $14.01M | 9.9% | N/A | 0.128% | |
4/29/2025 | Capital Planning LLC | 15,918 | $387K | 0.1% | +47.4% | 0.004% | |
4/29/2025 | Concurrent Investment Advisors LLC | 18,814 | $458K | 0.0% | -12.3% | 0.004% | |
4/29/2025 | Bank of New York Mellon Corp | 186,561 | $4.54M | 0.0% | +361.0% | 0.041% | |
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4/29/2025 | Seascape Capital Management | 8,611 | $210K | 0.1% | -8.5% | 0.002% | |
4/29/2025 | Elite Financial Inc. | 38,025 | $925K | 0.5% | N/A | 0.008% | |
4/29/2025 | World Investment Advisors | 561,180 | $13.66M | 0.4% | -16.5% | 0.125% | |
4/29/2025 | von Borstel & Associates Inc. | 1,110 | $27K | 0.0% | N/A | 0.000% | |
4/29/2025 | Capital Investment Advisory Services LLC | 1,865 | $45K | 0.0% | N/A | 0.000% | |
4/29/2025 | Phil A. Younker & Associates Ltd. | 361,493 | $8.80M | 8.7% | -7.7% | 0.080% | |
4/29/2025 | Strategic Blueprint LLC | 31,142 | $758K | 0.0% | -58.7% | 0.007% | |
4/29/2025 | Brookstone Capital Management | 143,193 | $3.49M | 0.0% | +67.9% | 0.032% | |
4/29/2025 | OneDigital Investment Advisors LLC | 17,140 | $417K | 0.0% | -30.3% | 0.004% | |
4/29/2025 | Silver Oak Securities Incorporated | 81,358 | $1.98M | 0.2% | -15.3% | 0.018% | |
4/29/2025 | Courage Miller Partners LLC | 757,138 | $18.43M | 6.2% | +0.5% | 0.168% | |
4/28/2025 | Rosenberg Matthew Hamilton | 307,630 | $7.49M | 1.9% | +9.4% | 0.068% | |
4/28/2025 | MBM Wealth Consultants LLC | 572,719 | $13.94M | 4.1% | +10.0% | 0.127% | |
4/28/2025 | Mutual Advisors LLC | 384,034 | $9.36M | 0.3% | +2.9% | 0.085% | |
4/28/2025 | Meritage Portfolio Management | 191,425 | $4.66M | 0.3% | -6.3% | 0.043% | |
4/28/2025 | Milestone Investment Advisors LLC | 245,982 | $5.99M | 1.7% | +93.5% | 0.055% | |
4/28/2025 | Holcombe Financial Inc. | 969,817 | $23.61M | 19.6% | -5.4% | 0.216% | |
4/28/2025 | Resonant Capital Advisors LLC | 623,211 | $15.17M | 1.1% | +5.3% | 0.139% | |
4/28/2025 | Revisor Wealth Management LLC | 18,885 | $460K | 0.2% | +15.9% | 0.004% | |
4/28/2025 | Novem Group | 630,719 | $15.35M | 2.2% | +11.5% | 0.140% | |
4/28/2025 | Elmwood Wealth Management Inc. | 38,000 | $925K | 0.4% | -20.9% | 0.008% | |
4/28/2025 | Private Trust Co. NA | 4,646 | $113K | 0.0% | +21.3% | 0.001% | |
4/28/2025 | Swmg LLC | 28,712 | $700K | 0.3% | N/A | 0.006% | |
4/28/2025 | American Capital Advisory LLC | 21,832 | $531K | 0.3% | -35.5% | 0.005% | |
4/28/2025 | Rossby Financial LCC | 1,086 | $26K | 0.0% | N/A | 0.000% | |
4/28/2025 | DAVENPORT & Co LLC | 1,452,088 | $35.34M | 0.2% | +29.9% | 0.323% | |
4/28/2025 | Clear Creek Financial Management LLC | 9,331 | $227K | 0.0% | N/A | 0.002% | |
4/25/2025 | Lodestar Private Asset Management LLC | 94,820 | $2.31M | 0.3% | +6.5% | 0.021% | |
4/25/2025 | Red Tortoise LLC | 229,221 | $5.58M | 2.9% | +21.4% | 0.051% | |
4/25/2025 | Koshinski Asset Management Inc. | 61,965 | $1.51M | 0.1% | -2.0% | 0.014% | |
4/25/2025 | Prairiewood Capital LLC | 391,928 | $9.54M | 3.9% | +5.9% | 0.087% | |
4/25/2025 | K2 Financial Inc. | 52,029 | $1.27M | 1.2% | +6.7% | 0.012% | |
4/25/2025 | LifePlan Financial LLC | 41,689 | $1.02M | 0.9% | +2.6% | 0.009% | |
4/25/2025 | Ameritas Advisory Services LLC | 14,070 | $342K | 0.0% | -19.4% | 0.003% | |
4/25/2025 | IRON Financial LLC | 15,004 | $365K | 0.2% | -18.5% | 0.003% | |
4/25/2025 | Innovative Wealth Building LLC | 116,287 | $2.83M | 2.6% | -11.2% | 0.026% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 544,445 | $13.25M | 0.6% | +36.9% | 0.121% | |
4/25/2025 | Journey Beyond Wealth LLC | 147,957 | $3.60M | 3.4% | +9.3% | 0.033% | |
4/24/2025 | TPG Advisors LLC | 8,497 | $207K | 0.2% | -15.4% | 0.002% | |
4/24/2025 | Sims Investment Management LLC | 387,558 | $9.43M | 4.2% | +9.8% | 0.086% | |
4/24/2025 | ZynergyRetirementPlanningLLC | 383,699 | $9.23M | 6.6% | +124.4% | 0.085% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 15,996 | $389K | 0.0% | +5.0% | 0.004% | |
4/24/2025 | Family Investment Center Inc. | 36,066 | $878K | 0.2% | +2.8% | 0.008% | |
4/24/2025 | Beacon Financial Advisory LLC | 51,002 | $1.24M | 0.4% | -3.3% | 0.011% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 41,232 | $1.00M | 0.1% | +57.9% | 0.009% | |
4/23/2025 | Sequoia Financial Advisors LLC | 58,169 | $1.42M | 0.0% | +67.3% | 0.013% | |
4/23/2025 | Pure Financial Advisors LLC | 570,014 | $13.87M | 0.3% | -2.2% | 0.127% | |
4/23/2025 | Inman Jager Wealth Management LLC | 9,820 | $239K | 0.2% | +10.1% | 0.002% | |
4/23/2025 | Golden State Wealth Management LLC | 2,155 | $52K | 0.0% | +100.8% | 0.000% | |
4/23/2025 | Williams Financial LLC | 799,572 | $19.46M | 13.6% | -1.6% | 0.178% | |
Elon just did WHAT!? (Ad) As you may recall, Biden and the Fed were working on a central bank digital currency, or CBDC.
Had they gotten away with it, the Fed and U.S. banks could have seized control of our financial lives forever.
But Trump stopped them cold on January 23rd, 2025, when he outlawed CBDCs…
Paving the way for Elon Musk's secret master plan. Click here to see how to claim your stake before they launch to avoid missing out. |
4/23/2025 | Independent Solutions Wealth Management LLC | 186,562 | $4.54M | 1.0% | +3.4% | 0.041% | |
4/23/2025 | Global Assets Advisory LLC | 13,938 | $339K | 0.1% | N/A | 0.003% | |
4/23/2025 | Balboa Wealth Partners | 34,976 | $851K | 0.2% | N/A | 0.008% | |
4/23/2025 | Sheets Smith Wealth Management | 146,165 | $3.56M | 0.4% | -2.1% | 0.033% | |
4/23/2025 | Win Advisors Inc. | 56,846 | $1.38M | 0.7% | +203.8% | 0.013% | |
4/23/2025 | Investment Planning Advisors Inc. | 8,358 | $203K | 0.1% | N/A | 0.002% | |
4/23/2025 | Blossom Wealth Management | 20,484 | $499K | 1.0% | +15.8% | 0.005% | |
4/23/2025 | Guardian Financial Partners LLC | 41,698 | $1.02M | 0.5% | -2.9% | 0.009% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 119,466 | $2.91M | 0.6% | -5.9% | 0.027% | |
4/23/2025 | Eagle Strategies LLC | 41,246 | $1.00M | 0.2% | +19.3% | 0.009% | |