5/20/2025 | Anchor Investment Management LLC | 9,713 | $396K | 0.0% | -4.0% | 0.004% | |
5/20/2025 | Glenview Trust co | 5,017 | $204K | 0.0% | +8.8% | 0.002% | |
5/16/2025 | NewEdge Advisors LLC | 137,604 | $5.61M | 0.0% | -35.8% | 0.051% | |
5/16/2025 | Integrated Wealth Concepts LLC | 320,182 | $13.05M | 0.2% | -33.4% | 0.119% | |
5/16/2025 | Alexis Investment Partners LLC | 7,226 | $295K | 0.1% | +7.9% | 0.003% | |
5/15/2025 | Betterment LLC | 16,131,496 | $657.52M | 1.6% | -0.2% | 6.002% | |
5/15/2025 | Baird Financial Group Inc. | 116,394 | $4.74M | 0.0% | -11.7% | 0.043% | |
5/15/2025 | Pinnacle Wealth Planning Services Inc. | 1,614,291 | $65.80M | 9.9% | +6.8% | 0.601% | |
5/15/2025 | Oarsman Capital Inc. | 345,589 | $14.09M | 2.5% | +14.9% | 0.129% | |
5/14/2025 | SVB Wealth LLC | 2,399 | $98K | 0.0% | -51.5% | 0.001% | |
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5/14/2025 | Strategic Financial Planning Inc. | 109,160 | $4.45M | 3.1% | +6.9% | 0.041% | |
5/14/2025 | Ameriprise Financial Inc. | 4,744,137 | $193.38M | 0.1% | -9.9% | 1.765% | |
5/14/2025 | Summit Financial LLC | 12,589 | $513K | 0.0% | N/A | 0.005% | |
5/13/2025 | Horizon Investments LLC | 3,018 | $123K | 0.0% | +534.0% | 0.001% | |
5/12/2025 | Kohmann Bosshard Financial Services LLC | 37,378 | $1.52M | 0.2% | -6.0% | 0.014% | |
5/9/2025 | Tidemark LLC | 28,099 | $1.15M | 0.4% | +14.4% | 0.011% | |
5/9/2025 | Cary Street Partners Financial LLC | 262,206 | $10.69M | 0.3% | -59.0% | 0.098% | |
5/8/2025 | Mengis Capital Management Inc. | 9,926 | $405K | 0.1% | +10.3% | 0.004% | |
5/8/2025 | Commerce Bank | 31,401 | $1.28M | 0.0% | +3.8% | 0.012% | |
5/8/2025 | Wealthquest Corp | 42,355 | $1.73M | 0.1% | -36.9% | 0.016% | |
5/8/2025 | Goodman Financial Corp | 70,377 | $2.87M | 0.6% | +2.9% | 0.026% | |
5/8/2025 | RVW Wealth LLC | 200,168 | $8.16M | 0.8% | -19.5% | 0.075% | |
5/8/2025 | North Star Asset Management Inc. | 205,741 | $8.39M | 0.4% | -14.1% | 0.077% | |
5/8/2025 | FSB Premier Wealth Management Inc. | 27,288 | $1.11M | 0.4% | +6.7% | 0.010% | |
5/8/2025 | Arkadios Wealth Advisors | 17,089 | $697K | 0.0% | +25.2% | 0.006% | |
5/8/2025 | MMA Asset Management LLC | 5,943 | $242K | 0.1% | N/A | 0.002% | |
5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 3,929 | $160K | 0.2% | N/A | 0.001% | |
5/7/2025 | Sterling Investment Advisors Ltd. | 79,424 | $3.24M | 0.8% | +6.4% | 0.030% | |
5/6/2025 | USAdvisors Wealth Management LLC | 6,549 | $266K | 0.1% | -31.0% | 0.002% | |
5/6/2025 | IMA Advisory Services Inc. | 21,493 | $876K | 0.1% | -82.9% | 0.008% | |
5/6/2025 | Richardson Financial Services Inc. | 19,472 | $794K | 0.6% | -32.0% | 0.007% | |
5/5/2025 | Crestwood Advisors Group LLC | 1,618,299 | $65.96M | 1.3% | -26.4% | 0.606% | |
5/5/2025 | Morningstar Investment Services LLC | 180,530 | $7.36M | 1.3% | -2.6% | 0.068% | |
5/2/2025 | Graypoint LLC | 7,211 | $294K | 0.0% | -4.1% | 0.003% | |
5/2/2025 | BIP Wealth LLC | 19,250 | $785K | 0.1% | -12.9% | 0.007% | |
5/2/2025 | First Command Advisory Services Inc. | 557,255 | $22.71M | 0.2% | +16.5% | 0.209% | |
5/1/2025 | Hughes Financial Services LLC | 602,705 | $24.65M | 4.8% | -1.4% | 0.226% | |
5/1/2025 | Financial Security Advisor Inc. | 340,146 | $13.86M | 3.5% | -4.4% | 0.127% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 346,006 | $14.10M | 3.1% | N/A | 0.129% | |
4/30/2025 | Moloney Securities Asset Management LLC | 9,875 | $403K | 0.1% | +11.5% | 0.004% | |
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4/30/2025 | Valeo Financial Advisors LLC | 249,127 | $10.15M | 0.2% | -3.1% | 0.093% | |
4/30/2025 | 49 Wealth Management LLC | 113,814 | $4.64M | 0.6% | -87.2% | 0.043% | |
4/30/2025 | Synergy Investment Management LLC | 62,235 | $2.54M | 1.1% | +5.6% | 0.023% | |
4/29/2025 | Centennial Bank AR | 973 | $40K | 0.0% | +158.1% | 0.000% | |
4/29/2025 | Fund Evaluation Group LLC | 556,695 | $22.69M | 1.0% | -78.3% | 0.208% | |
4/29/2025 | Hexagon Capital Partners LLC | 1,275 | $52K | 0.0% | +14,066.7% | 0.000% | |
4/29/2025 | Bank of New York Mellon Corp | 109,561 | $4.47M | 0.0% | -10.0% | 0.041% | |
4/29/2025 | Olde Wealth Management LLC | 2,566 | $104K | 0.0% | N/A | 0.001% | |
4/29/2025 | Columbia River Financial Group LLC | 15,588 | $635K | 0.4% | +10.6% | 0.006% | |
4/29/2025 | Strategic Blueprint LLC | 31,022 | $1.26M | 0.1% | -10.9% | 0.012% | |
4/28/2025 | Private Trust Co. NA | 57,000 | $2.32M | 0.2% | +8.4% | 0.021% | |
4/28/2025 | Whitegate Investment Counselors Inc. | 5,258 | $214K | 0.1% | -45.7% | 0.002% | |
4/28/2025 | Salomon & Ludwin LLC | 11,447 | $467K | 0.0% | +622.2% | 0.004% | |
4/25/2025 | Spinnaker Trust | 819,443 | $33.40M | 2.2% | -1.8% | 0.307% | |
4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 117,400 | $4.79M | 0.0% | +75.0% | 0.044% | |
4/24/2025 | Golden State Wealth Management LLC | 60,758 | $2.48M | 0.4% | +13.3% | 0.023% | |
4/24/2025 | Patron Partners LLC | 9,342 | $381K | 0.2% | -33.6% | 0.003% | |
4/24/2025 | Transcend Capital Advisors LLC | 32,692 | $1.33M | 0.1% | -38.2% | 0.012% | |
4/23/2025 | Western Wealth Management LLC | 227,015 | $9.25M | 0.6% | -18.9% | 0.085% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 4,640 | $189K | 0.0% | +14.3% | 0.002% | |
4/23/2025 | SOL Capital Management CO | 23,394 | $954K | 0.1% | +1.3% | 0.009% | |
4/23/2025 | Golden State Wealth Management LLC | 121,857 | $4.97M | 0.4% | +127.3% | 0.046% | |
4/23/2025 | Fourth Dimension Wealth LLC | 15,118 | $616K | 0.3% | +6.3% | 0.006% | |
4/23/2025 | Mascagni Wealth Management Inc. | 5,713 | $257K | 0.2% | +16.0% | 0.002% | |
4/22/2025 | Crews Bank & Trust | 617,736 | $25.18M | 4.3% | +2.4% | 0.231% | |
4/21/2025 | Duncan Williams Asset Management LLC | 5,637 | $230K | 0.1% | N/A | 0.002% | |
4/21/2025 | PSI Advisors LLC | 175,532 | $7.16M | 2.3% | +4.0% | 0.066% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 33,272 | $1.36M | 0.1% | +6.6% | 0.012% | |
4/21/2025 | Essex Savings Bank | 9,156 | $373K | 0.1% | +27.3% | 0.003% | |
4/17/2025 | Vicus Capital | 9,249 | $377K | 0.0% | +4.8% | 0.003% | |
4/17/2025 | Janney Montgomery Scott LLC | 93,486 | $3.81M | 0.0% | -5.6% | 0.035% | |
4/16/2025 | IAG Wealth Partners LLC | 119,817 | $4.88M | 0.8% | +12.6% | 0.045% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 39,609 | $1.61M | 0.2% | -12.5% | 0.015% | |
4/15/2025 | Collier Financial | 156,474 | $6.38M | 5.4% | +2,316.6% | 0.059% | |
4/15/2025 | Prairie Sky Financial Group LLC | 44,793 | $1.83M | 1.1% | -1.5% | 0.017% | |
4/14/2025 | Farther Finance Advisors LLC | 115,145 | $4.71M | 0.1% | +73.7% | 0.043% | |
4/14/2025 | Sherman Asset Management Inc. | 64,974 | $2.65M | 2.5% | +9.0% | 0.024% | |
4/11/2025 | Hudson Valley Investment Advisors Inc. ADV | 118,858 | $4.85M | 0.6% | +10.2% | 0.044% | |
4/11/2025 | Butensky & Cohen Financial Security Inc. | 14,558 | $593K | 0.2% | +2.5% | 0.005% | |
4/9/2025 | ST Germain D J Co. Inc. | 471,224 | $19.21M | 0.9% | +9.1% | 0.176% | |
4/9/2025 | International City Management Association Retirement Corp | 161,660 | $6.59M | 3.7% | N/A | 0.060% | |
4/9/2025 | Harbor Investment Advisory LLC | 9,405 | $383K | 0.0% | -47.3% | 0.004% | |
4/9/2025 | NBC Securities Inc. | 5,384 | $219K | 0.0% | +107,580.0% | 0.002% | |
4/8/2025 | Fifth Third Wealth Advisors LLC | 43,055 | $1.76M | 0.1% | +146.7% | 0.016% | |
4/8/2025 | Global Financial Private Client LLC | 11,937 | $487K | 0.2% | -36.8% | 0.004% | |
4/8/2025 | Parallel Advisors LLC | 1,364 | $56K | 0.0% | +2,931.1% | 0.001% | |
4/7/2025 | Summit Global Investments | 56,741 | $2.31M | 0.2% | N/A | 0.021% | |
4/7/2025 | GAMMA Investing LLC | 61,058 | $2.49M | 0.0% | +3,976.0% | 0.023% | |
4/7/2025 | AdvisorNet Financial Inc | 40,191 | $1.64M | 0.1% | -1.1% | 0.015% | |
3/24/2025 | Mascagni Wealth Management Inc. | 5,713 | $257K | 0.2% | N/A | 0.002% | |
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 >> |
3/6/2025 | Copia Wealth Management | 605 | $27K | 0.0% | N/A | 0.000% | |
3/6/2025 | Elite Financial Inc. | 9,593 | $430K | 0.2% | N/A | 0.003% | |
2/27/2025 | Pinnacle Wealth Planning Services Inc. | 1,511,771 | $67.91M | 10.2% | +0.2% | 0.551% | |
2/24/2025 | Ameriflex Group Inc. | 1,438 | $66K | 0.0% | N/A | 0.001% | |
2/22/2025 | American Trust | 15,418 | $693K | 0.1% | +32.8% | 0.006% | |
2/19/2025 | Columbia River Financial Group LLC | 14,088 | $632K | 0.4% | N/A | 0.006% | |
2/19/2025 | North Star Asset Management Inc. | 239,461 | $10.76M | 0.5% | -16.0% | 0.097% | |
2/18/2025 | Fourth Dimension Wealth LLC | 14,228 | $690K | 0.4% | N/A | 0.006% | |
2/18/2025 | 49 Wealth Management LLC | 890,902 | $40.02M | 5.7% | +26.2% | 0.363% | |
2/17/2025 | Strategic Wealth Partners Ltd. | 118,509 | $5.42M | 0.5% | -8.1% | 0.048% | |