5/1/2025 | LRI Investments LLC | 2,608 | $75K | 0.0% | N/A | 0.001% | |
4/30/2025 | Synergy Investment Management LLC | 182,764 | $5.22M | 2.2% | -30.2% | 0.066% | |
4/29/2025 | Bank of New York Mellon Corp | 58,369 | $1.67M | 0.0% | +2.6% | 0.021% | |
4/29/2025 | Wayfinding Financial LLC | 2,294 | $65K | 0.0% | N/A | 0.001% | |
4/28/2025 | First Horizon Advisors Inc. | 1,730 | $49K | 0.0% | -38.5% | 0.001% | |
4/28/2025 | Private Trust Co. NA | 91,076 | $2.60M | 0.3% | +2.2% | 0.033% | |
4/28/2025 | Salomon & Ludwin LLC | 388,476 | $11.10M | 1.2% | +10.7% | 0.140% | |
4/24/2025 | Golden State Wealth Management LLC | 35,447 | $1.01M | 0.2% | -14.7% | 0.013% | |
4/24/2025 | Tsfg LLC | 377,413 | $10.79M | 2.2% | +8.4% | 0.136% | |
4/23/2025 | Western Wealth Management LLC | 135,832 | $3.88M | 0.3% | +7.2% | 0.049% | |
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4/23/2025 | Golden State Wealth Management LLC | 70,892 | $2.03M | 0.1% | +70.7% | 0.026% | |
4/23/2025 | Fourth Dimension Wealth LLC | 257,035 | $7.35M | 3.6% | +43.2% | 0.093% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 239,198 | $6.84M | 0.0% | +16.7% | 0.086% | |
4/22/2025 | Manning & Napier Advisors LLC | 1,626,727 | $46.49M | 0.6% | -1.0% | 0.586% | |
4/21/2025 | PSI Advisors LLC | 55,808 | $1.60M | 0.5% | +3.4% | 0.020% | |
4/21/2025 | S. R. Schill & Associates | 478,094 | $13.66M | 10.9% | +5.6% | 0.172% | |
4/17/2025 | Janney Montgomery Scott LLC | 105,567 | $3.02M | 0.0% | +3.0% | 0.038% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 39,238 | $1.12M | 0.2% | -44.6% | 0.015% | |
4/15/2025 | Collier Financial | 565,996 | $16.18M | 13.8% | N/A | 0.209% | |
4/14/2025 | Farther Finance Advisors LLC | 60,851 | $1.74M | 0.0% | +70.3% | 0.022% | |
4/9/2025 | ST Germain D J Co. Inc. | 92,645 | $2.65M | 0.1% | -14.1% | 0.034% | |
2/26/2025 | Virtue Capital Management LLC | 18,438 | $514K | 0.1% | -4.9% | 0.007% | |
2/18/2025 | Fourth Dimension Wealth LLC | 179,476 | $5.01M | 2.6% | N/A | 0.090% | |
2/18/2025 | City National Bank of Florida MSD | 10,886 | $304K | 0.3% | N/A | 0.005% | |
2/18/2025 | Continuum Advisory LLC | 11,188 | $312K | 0.0% | -20.0% | 0.006% | |
2/17/2025 | Vermillion & White Wealth Management Group LLC | 211,166 | $5.89M | 4.3% | +2.5% | 0.106% | |
2/17/2025 | Minot DeBlois Advisors LLC | 1,056 | $29K | 0.0% | N/A | 0.001% | |
2/17/2025 | Ameriprise Financial Inc. | 7,554,391 | $210.68M | 0.1% | +13.3% | 3.798% | |
2/14/2025 | Headland Capital LLC | 440,958 | $12.29M | 4.2% | N/A | 0.222% | |
2/14/2025 | Betterment LLC | 18,155 | $506K | 0.0% | -24.8% | 0.009% | |
2/14/2025 | Integrated Wealth Concepts LLC | 245,127 | $6.83M | 0.1% | -4.6% | 0.123% | |
2/14/2025 | IHT Wealth Management LLC | 13,777 | $384K | 0.0% | -95.1% | 0.007% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 1,207 | $34K | 0.0% | +114.4% | 0.001% | |
2/13/2025 | Jump Financial LLC | 38,319 | $1.07M | 0.0% | -38.3% | 0.019% | |
2/13/2025 | Waterloo Capital L.P. | 283,482 | $7.90M | 0.8% | -40.6% | 0.143% | |
2/12/2025 | Portland Global Advisors LLC | 1,219,842 | $34.01M | 4.3% | +17.4% | 0.613% | |
2/12/2025 | JPMorgan Chase & Co. | 1,471,079 | $41.01M | 0.0% | -0.1% | 0.740% | |
2/10/2025 | SouthState Corp | 1,241 | $35K | 0.0% | N/A | 0.001% | |
2/10/2025 | GLOBALT Investments LLC GA | 3,311,337 | $92.32M | 3.5% | -0.5% | 1.665% | |
2/10/2025 | Eldridge Investment Advisors Inc. | 301,975 | $8.42M | 2.0% | +14.6% | 0.152% | |
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2/10/2025 | Tidemark LLC | 46,771 | $1.30M | 0.5% | -2.0% | 0.024% | |
2/10/2025 | Farther Finance Advisors LLC | 35,742 | $996K | 0.0% | +5.3% | 0.018% | |
2/10/2025 | EverSource Wealth Advisors LLC | 8,411 | $234K | 0.0% | +59.1% | 0.004% | |
2/6/2025 | Vantage Financial Partners LLC | 29,848 | $832K | 0.2% | -26.4% | 0.015% | |
2/6/2025 | Synergy Investment Management LLC | 262,023 | $7.31M | 3.1% | N/A | 0.132% | |
2/6/2025 | SBI Securities Co. Ltd. | 4,330 | $121K | 0.0% | N/A | 0.002% | |
2/6/2025 | Jones Financial Companies Lllp | 16,213 | $452K | 0.0% | +36.2% | 0.008% | |
2/5/2025 | Fisher Asset Management LLC | 180,298 | $5.03M | 0.0% | +405.6% | 0.091% | |
2/5/2025 | Private Trust Co. NA | 89,142 | $2.49M | 0.3% | +1.6% | 0.045% | |
2/5/2025 | Hilltop Partners LLC | 26,049 | $726K | 0.2% | -1.7% | 0.013% | |
2/4/2025 | Bank of New York Mellon Corp | 56,865 | $1.59M | 0.0% | +8.0% | 0.029% | |
2/4/2025 | Transcendent Capital Group LLC | 1,976 | $55K | 0.0% | -62.4% | 0.001% | |
2/4/2025 | Your Advocates Ltd. LLP | 2,530 | $71K | 0.0% | -47.1% | 0.001% | |
2/4/2025 | Abound Financial LLC | 298,248 | $8.32M | 4.2% | N/A | 0.150% | |
2/3/2025 | Boyd Watterson Asset Management LLC OH | 26,742 | $746K | 0.2% | -6.2% | 0.013% | |
1/30/2025 | L.M. Kohn & Company | 12,901 | $360K | 0.1% | -76.8% | 0.006% | |
1/30/2025 | Salomon & Ludwin LLC | 350,971 | $9.79M | 1.0% | +3.8% | 0.176% | |
1/28/2025 | Golden State Wealth Management LLC | 41,534 | $1.16M | 0.2% | N/A | 0.021% | |
1/24/2025 | GPS Wealth Strategies Group LLC | 70,849 | $1.98M | 0.3% | -4.8% | 0.036% | |
1/24/2025 | Richardson Financial Services Inc. | 13,886 | $388K | 0.3% | -8.5% | 0.007% | |
1/24/2025 | Costello Asset Management INC | 64,966 | $1.81M | 1.2% | -8.9% | 0.033% | |
1/23/2025 | Strategic Wealth Investment Group LLC | 1,230,044 | $34.29M | 2.3% | -18.0% | 0.618% | |
1/23/2025 | Manning & Napier Advisors LLC | 1,643,706 | $45.83M | 0.5% | -1.9% | 0.826% | |
1/22/2025 | S. R. Schill & Associates | 452,589 | $12.62M | 10.6% | -9.8% | 0.228% | |
1/22/2025 | Strategic Wealth Investment Group LLC | 13,585 | $379K | 0.0% | -99.1% | 0.007% | |
1/17/2025 | Janney Montgomery Scott LLC | 102,525 | $2.86M | 0.0% | N/A | 0.052% | |
1/15/2025 | Hanseatic Management Services Inc. | 35,457 | $989K | 1.3% | -6.9% | 0.018% | |
1/15/2025 | Householder Group Estate & Retirement Specialist LLC | 6,359 | $177K | 0.1% | -83.9% | 0.003% | |
1/13/2025 | PSI Advisors LLC | 53,956 | $1.50M | 0.4% | -1.3% | 0.027% | |
1/13/2025 | Tsfg LLC | 348,010 | $9.70M | 2.0% | -4.3% | 0.175% | |
1/10/2025 | ST Germain D J Co. Inc. | 107,832 | $3.01M | 0.1% | -11.8% | 0.054% | |
12/26/2024 | JPMorgan Chase & Co. | 1,472,416 | $42.79M | 0.0% | -51.2% | 0.740% | |
11/18/2024 | Virtue Capital Management LLC | 19,390 | $563K | 0.1% | N/A | 0.010% | |
11/15/2024 | IHT Wealth Management LLC | 280,424 | $8.15M | 0.2% | +15.1% | 0.141% | |
11/15/2024 | Integrated Wealth Concepts LLC | 256,823 | $7.46M | 0.1% | +44.4% | 0.129% | |
11/14/2024 | L.M. Kohn & Company | 55,510 | $1.61M | 0.4% | +84.5% | 0.028% | |
11/13/2024 | Private Trust Co. NA | 87,759 | $2.55M | 0.3% | +6.1% | 0.044% | |
11/13/2024 | Fisher Asset Management LLC | 35,663 | $1.04M | 0.0% | +2.9% | 0.018% | |
11/7/2024 | Tidemark LLC | 47,748 | $1.39M | 0.6% | +4.0% | 0.024% | |
11/7/2024 | GLOBALT Investments LLC GA | 3,329,519 | $96.76M | 3.6% | -3.8% | 1.674% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 18,049 | $525K | 0.0% | -20.3% | 0.009% | |
11/4/2024 | Migdal Insurance & Financial Holdings Ltd. | 1,679,562 | $48.81M | 0.8% | -5.9% | 0.844% | |
10/31/2024 | Hanseatic Management Services Inc. | 38,088 | $1.11M | 1.6% | N/A | 0.019% | |
10/29/2024 | Centennial Bank AR | 1,358 | $39K | 0.0% | N/A | 0.001% | |
10/29/2024 | Farther Finance Advisors LLC | 33,948 | $987K | 0.0% | +8,538.2% | 0.017% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 4,072 | $118K | 0.0% | -38.9% | 0.002% | |
10/24/2024 | Salomon & Ludwin LLC | 338,257 | $9.83M | 1.0% | +26.2% | 0.170% | |
10/23/2024 | PSI Advisors LLC | 54,674 | $1.59M | 0.5% | +16.7% | 0.027% | |
10/23/2024 | Boyd Watterson Asset Management LLC OH | 28,501 | $828K | 0.2% | +2.9% | 0.014% | |
10/22/2024 | Greenleaf Trust | 7,180 | $209K | 0.0% | -10.0% | 0.004% | |
Elon Reveals Why There Soon Won’t Be Any Money For Social Security (Ad) Elon Musk's Near-Death Experience Sparks Dire Warning for Americans
After cheating death twice—once in a terrifying supercar crash with billionaire Peter Thiel, then from a deadly strain of malaria—Elon Musk emerged with a stark warning for Americans about looming financial dangers. Discover the little-known Trump IRS loophole that thousands are now using to safeguard their retirement from inflation and market turmoil—before it's too late. See why thousands of forward-thinking retirement savers are now requesting this FREE 2025 Wealth Pro |
10/19/2024 | Hardin Capital Partners LLC | 38,615 | $1.11M | 0.6% | +15.9% | 0.019% | |
10/18/2024 | ST Germain D J Co. Inc. | 122,234 | $3.55M | 0.2% | -16.1% | 0.061% | |
10/16/2024 | Tsfg LLC | 363,790 | $10.57M | 2.3% | +32.4% | 0.183% | |
10/11/2024 | ORG Wealth Partners LLC | 851 | $25K | 0.0% | N/A | 0.000% | |
8/14/2024 | Certified Advisory Corp | 440,673 | $12.35M | 1.5% | -9.5% | 0.222% | |
8/12/2024 | Richardson Financial Services Inc. | 14,932 | $418K | 0.3% | -28.6% | 0.008% | |
8/12/2024 | Waterloo Capital L.P. | 234,912 | $6.58M | 0.8% | -42.9% | 0.118% | |
8/8/2024 | Hardin Capital Partners LLC | 33,305 | $933K | 0.6% | N/A | 0.017% | |
8/7/2024 | Vantage Financial Partners LLC | 50,088 | $1.40M | 0.4% | -21.5% | 0.025% | |
8/1/2024 | Eldridge Investment Advisors Inc. | 182,075 | $5.10M | 1.3% | +16.3% | 0.092% | |