4/30/2025 | Axxcess Wealth Management LLC | 225,730 | $18.69M | 0.5% | +11.1% | 0.376% | |
4/30/2025 | LTG Capital LLC | 97,105 | $8.04M | 7.3% | -0.4% | 0.162% | |
4/30/2025 | Stratos Wealth Partners LTD. | 13,441 | $1.11M | 0.0% | +6.3% | 0.022% | |
4/29/2025 | Envestnet Asset Management Inc. | 16,161 | $1.34M | 0.0% | +47.1% | 0.027% | |
4/29/2025 | Discipline Wealth Solutions LLC | 14,109 | $1.17M | 0.6% | -33.5% | 0.023% | |
4/29/2025 | Bank of New York Mellon Corp | 10,312 | $854K | 0.0% | +137.1% | 0.017% | |
4/29/2025 | Capital Investment Advisory Services LLC | 19,138 | $1.58M | 0.1% | +95.6% | 0.032% | |
4/29/2025 | Strategic Blueprint LLC | 9,906 | $820K | 0.0% | +311.2% | 0.016% | |
4/29/2025 | Brookstone Capital Management | 104,116 | $8.62M | 0.1% | -29.4% | 0.173% | |
4/28/2025 | Capital Investment Counsel Inc | 80,300 | $6.65M | 1.0% | -0.5% | 0.134% | |
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4/28/2025 | Heritage Oak Wealth Advisors LLC | 65,763 | $5.44M | 2.4% | N/A | 0.109% | |
4/25/2025 | Koshinski Asset Management Inc. | 21,974 | $1.82M | 0.2% | -41.6% | 0.037% | |
4/25/2025 | Sollinda Capital Management LLC | 27,832 | $2.30M | 0.6% | +19.6% | 0.046% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 8,320 | $689K | 0.0% | N/A | 0.014% | |
4/23/2025 | Sequoia Financial Advisors LLC | 8,174 | $677K | 0.0% | -2.4% | 0.014% | |
4/23/2025 | Tyche Wealth Partners LLC | 3,921 | $325K | 0.1% | +11.6% | 0.007% | |
4/23/2025 | PMV Capital Advisers LLC | 17,818 | $1.48M | 3.6% | -9.4% | 0.030% | |
4/23/2025 | Spire Wealth Management | 140,152 | $11.60M | 0.4% | +13.8% | 0.233% | |
4/23/2025 | WoodTrust Financial Corp | 12,268 | $1.02M | 0.1% | -25.3% | 0.020% | |
4/23/2025 | Professional Financial Advisors LLC | 24,616 | $2.04M | 0.5% | -1.6% | 0.041% | |
4/22/2025 | Palumbo Wealth Management LLC | 5,830 | $483K | 0.2% | +11.3% | 0.010% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 10,630 | $880K | 0.0% | -90.7% | 0.018% | |
4/22/2025 | Castleview Partners LLC | 6,448 | $534K | 0.4% | +58.5% | 0.011% | |
4/21/2025 | TTP Investments Inc. | 320,290 | $26.51M | 11.2% | -37.6% | 0.533% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 5,349 | $443K | 0.0% | +36.8% | 0.009% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 3,897 | $323K | 0.0% | -94.6% | 0.006% | |
4/18/2025 | Prosperity Wealth Management Inc. | 15,742 | $1.30M | 0.6% | -66.9% | 0.026% | |
4/17/2025 | Sowell Financial Services LLC | 28,532 | $2.36M | 0.1% | +5.1% | 0.047% | |
4/17/2025 | Abound Wealth Management | 533 | $44K | 0.0% | -31.8% | 0.001% | |
4/16/2025 | Everhart Financial Group Inc. | 3,685 | $305K | 0.0% | N/A | 0.006% | |
4/16/2025 | Marshall Financial Group LLC | 173,420 | $14.36M | 3.1% | +1,650.1% | 0.299% | |
4/14/2025 | Harbor Capital Advisors Inc. | 94,800 | $7.85M | 0.4% | N/A | 0.163% | |
4/14/2025 | Farther Finance Advisors LLC | 11,499 | $958K | 0.0% | +28.9% | 0.020% | |
4/14/2025 | IMC Chicago LLC | 63,687 | $5.27M | 0.0% | -39.8% | 0.110% | |
4/14/2025 | Daymark Wealth Partners LLC | 4,521 | $374K | 0.0% | -4.3% | 0.008% | |
4/14/2025 | Toth Financial Advisory Corp | 139,964 | $11.59M | 1.4% | -2.6% | 0.241% | |
4/11/2025 | Sovereign Financial Group Inc. | 17,999 | $1.49M | 0.3% | -1.1% | 0.031% | |
4/11/2025 | Unique Wealth LLC | 75,050 | $6.21M | 1.2% | -41.1% | 0.129% | |
4/10/2025 | GenWealth Group Inc. | 80,284 | $6.65M | 1.5% | +4.5% | 0.138% | |
4/10/2025 | CPR Investments Inc. | 24,037 | $1.99M | 1.8% | +12.1% | 0.041% | |
DOGE officially begins retirement transformation (Ad) Elon Musk's Department of Government Efficiency ("DOGE") just announced the first-ever "fully digital retirement" process .
This fired the starting gun on the biggest economic transformation in American history. Here's everything you need to do BEFORE Elon has the chance to make his biggest move yet. |
4/9/2025 | Milestone Asset Management LLC | 35,294 | $2.92M | 0.6% | -24.1% | 0.061% | |
3/24/2025 | Fulcrum Equity Management | 3,463 | $320K | 0.3% | -20.9% | 0.006% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 8,888 | $822K | 0.0% | +1.7% | 0.016% | |
3/12/2025 | Centaurus Financial Inc. | 23,610 | $2.18M | 0.1% | +223.7% | 0.043% | |
3/6/2025 | Plotkin Financial Advisors LLC | 45,809 | $4.24M | 2.5% | -5.8% | 0.075% | |
2/27/2025 | Bernard Wealth Management Corp. | 5,756 | $532K | 0.2% | N/A | 0.009% | |
2/26/2025 | Discipline Wealth Solutions LLC | 21,201 | $1.96M | 0.9% | +128.6% | 0.035% | |
2/19/2025 | Invst LLC | 20,008 | $1.85M | 0.2% | -38.8% | 0.035% | |
2/18/2025 | Sunbelt Securities Inc. | 278 | $26K | 0.0% | -86.0% | 0.000% | |
2/18/2025 | Pinkerton Retirement Specialists LLC | 142,358 | $13.17M | 1.9% | +5,312.9% | 0.247% | |
2/17/2025 | Safe Harbor Fiduciary LLC | 15,212 | $1.41M | 1.4% | -6.4% | 0.026% | |
2/17/2025 | Main Street Group LTD | 539,510 | $49.91M | 18.5% | +4.4% | 0.934% | |
2/17/2025 | Global Assets Advisory LLC | 23,312 | $2.15M | 1.2% | +11.1% | 0.040% | |
2/17/2025 | Forefront Analytics LLC | 4,042 | $374K | 0.2% | N/A | 0.007% | |
2/17/2025 | Clark Capital Management Group Inc. | 3,819 | $353K | 0.0% | N/A | 0.007% | |
2/17/2025 | CoreCap Advisors LLC | 9,193 | $850K | 0.0% | +2.7% | 0.016% | |
2/17/2025 | Cantor Fitzgerald L. P. | 4,764 | $441K | 0.0% | +102.7% | 0.008% | |
2/17/2025 | Captrust Financial Advisors | 3,149 | $291K | 0.0% | N/A | 0.005% | |
2/17/2025 | Bank of America Corp DE | 3,600 | $333K | 0.0% | -46.2% | 0.006% | |
2/17/2025 | BNP Paribas Financial Markets | 4,403 | $407K | 0.0% | +727.6% | 0.008% | |
2/17/2025 | AmeriServ Wealth Advisors | 13,879 | $1.28M | 0.7% | N/A | 0.024% | |
2/17/2025 | Asset Management Group Inc. | 149,778 | $13.86M | 2.5% | +0.1% | 0.259% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 26,320 | $2.44M | 0.0% | N/A | 0.046% | |
2/14/2025 | GG Group Ventures LLC | 3,816 | $353K | 0.5% | -35.0% | 0.007% | |
2/14/2025 | Lido Advisors LLC | 84,820 | $7.85M | 0.0% | -0.7% | 0.147% | |
2/14/2025 | Beacon Pointe Advisors LLC | 2,770 | $256K | 0.0% | -43.0% | 0.005% | |
2/14/2025 | Tudor Investment Corp ET AL | 3,049 | $282K | 0.0% | N/A | 0.005% | |
2/14/2025 | Berger Financial Group Inc | 5,665 | $524K | 0.0% | +21.4% | 0.010% | |
2/14/2025 | Johnson Financial Group Inc. | 680 | $66K | 0.0% | +92.1% | 0.001% | |
2/14/2025 | Three Seasons Wealth LLC | 49,395 | $4.57M | 2.2% | N/A | 0.086% | |
2/14/2025 | Two Sigma Securities LLC | 11,069 | $1.02M | 0.1% | N/A | 0.019% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 8,000 | $740K | 0.0% | N/A | 0.014% | |
2/14/2025 | Coppell Advisory Solutions LLC | 6,003 | $560K | 0.1% | +28.8% | 0.010% | |
2/14/2025 | Beck Capital Management LLC | 9,871 | $913K | 0.2% | N/A | 0.017% | |
2/14/2025 | MGO One Seven LLC | 15,385 | $1.42M | 0.1% | +1.9% | 0.027% | |
2/14/2025 | Harvest Investment Services LLC | 7,828 | $724K | 0.2% | -2.2% | 0.014% | |
2/14/2025 | Hsbc Holdings PLC | 50,000 | $4.63M | 0.0% | N/A | 0.087% | |
2/14/2025 | GeoWealth Management LLC | 15,177 | $1.40M | 0.0% | -33.7% | 0.026% | |
2/14/2025 | Adams Wealth Management | 535,377 | $49.52M | 9.5% | +3.1% | 0.927% | |
2/13/2025 | NewEdge Advisors LLC | 4,800 | $444K | 0.0% | -46.1% | 0.008% | |
2/13/2025 | Jump Financial LLC | 105,887 | $9.80M | 0.2% | -29.1% | 0.183% | |
2/13/2025 | CacheTech Inc. | 539,150 | $49.87M | 9.4% | +3.9% | 0.934% | |
2/13/2025 | Mariner LLC | 15,172 | $1.40M | 0.0% | +1.1% | 0.026% | |
2/13/2025 | Altman Advisors Inc. | 2,792 | $258K | 0.1% | -5.7% | 0.005% | |
2/13/2025 | Townsquare Capital LLC | 18,157 | $1.68M | 0.0% | -5.5% | 0.031% | |
2/13/2025 | Bernard Wealth Management Corp. | 5,756 | $532K | 0.4% | N/A | 0.010% | |
2/13/2025 | Rollins Financial Advisors LLC | 12,048 | $1.12M | 0.2% | +1.0% | 0.021% | |
2/13/2025 | Envestnet Asset Management Inc. | 10,989 | $1.02M | 0.0% | +32.8% | 0.019% | |
2/12/2025 | Physician Wealth Advisors Inc. | 1,326 | $123K | 0.0% | N/A | 0.002% | |
2/12/2025 | Orion Portfolio Solutions LLC | 9,046 | $837K | 0.0% | N/A | 0.016% | |
DOGE officially begins retirement transformation (Ad) Elon Musk's Department of Government Efficiency ("DOGE") just announced the first-ever "fully digital retirement" process .
This fired the starting gun on the biggest economic transformation in American history. Here's everything you need to do BEFORE Elon has the chance to make his biggest move yet. |
2/12/2025 | X Square Capital LLC | 4,996 | $462K | 0.2% | +11.1% | 0.009% | |
2/12/2025 | Blair William & Co. IL | 8,035 | $743K | 0.0% | +28.8% | 0.014% | |
2/12/2025 | JPMorgan Chase & Co. | 20,289 | $1.88M | 0.0% | -44.1% | 0.035% | |
2/12/2025 | Arlington Capital Management Inc. | 13,535 | $1.25M | 0.9% | N/A | 0.023% | |
2/11/2025 | Crowley Wealth Management Inc. | 48,755 | $4.51M | 4.0% | N/A | 0.084% | |
2/11/2025 | LPL Financial LLC | 8,843 | $818K | 0.0% | -19.7% | 0.015% | |
2/11/2025 | Simplex Trading LLC | 7,478 | $691K | 0.0% | +5.9% | 0.013% | |
2/11/2025 | Blueprint Investment Partners LLC | 28,904 | $2.67M | 0.4% | +109.3% | 0.050% | |
2/10/2025 | Axxcess Wealth Management LLC | 203,249 | $18.80M | 0.5% | -35.9% | 0.352% | |
2/10/2025 | Signaturefd LLC | 2,680 | $248K | 0.0% | N/A | 0.005% | |