7/14/2025 | Sound Stewardship LLC | 52,994 | $1.71M | 0.9% | -1.0% | 1.152% | |
7/11/2025 | Ridgeline Wealth LLC | 19,375 | $626K | 0.5% | -9.3% | 0.421% | |
7/7/2025 | O Connor Financial Group LLC | 348,644 | $11.31M | 5.0% | -4.7% | 7.579% | |
5/21/2025 | Geneos Wealth Management Inc. | 9,955 | $286K | 0.0% | +33.3% | 0.221% | |
5/19/2025 | Jane Street Group LLC | 19,200 | $552K | 0.0% | -26.4% | 0.427% | |
5/16/2025 | Jones Financial Companies Lllp | 31,867 | $916K | 0.0% | +234.3% | 0.708% | |
5/13/2025 | EverSource Wealth Advisors LLC | 22,042 | $634K | 0.0% | -7.9% | 0.490% | |
5/9/2025 | Sound Financial Strategies Group LLC | 127,826 | $3.68M | 3.3% | +15.5% | 3.080% | |
5/8/2025 | Harbour Investments Inc. | 2,204 | $63K | 0.0% | -83.2% | 0.053% | |
5/7/2025 | Foundations Investment Advisors LLC | 12,246 | $352K | 0.0% | +26.1% | 0.295% | |
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5/7/2025 | Frontier Asset Management LLC | 12,883 | $370K | 0.1% | +3.1% | 0.310% | |
5/7/2025 | LPL Financial LLC | 68,816 | $1.98M | 0.0% | +35.2% | 1.658% | |
5/6/2025 | Cetera Investment Advisers | 23,602 | $679K | 0.0% | -2.1% | 0.569% | |
5/6/2025 | Avantax Advisory Services Inc. | 15,675 | $451K | 0.0% | +4.4% | 0.378% | |
5/5/2025 | J.W. Cole Advisors Inc. | 36,429 | $1.05M | 0.0% | +3.9% | 0.878% | |
5/5/2025 | IFP Advisors Inc | 2,425 | $70K | 0.0% | +28.8% | 0.058% | |
5/1/2025 | CWM LLC | 157,080 | $4.52M | 0.0% | +3.1% | 3.785% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 17,345 | $499K | 0.0% | +49.6% | 0.418% | |
4/23/2025 | Moneywise Inc. | 25,187 | $724K | 0.4% | N/A | 0.607% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 47,328 | $1.36M | 0.0% | -2.8% | 1.140% | |
4/22/2025 | LVZ Inc. | 102,377 | $2.94M | 0.4% | +0.4% | 2.467% | |
4/22/2025 | XY Planning Network Inc. | 113,506 | $3.26M | 2.2% | +9.0% | 2.735% | |
4/21/2025 | Blue Trust Inc. | 9,131 | $263K | 0.0% | +16.5% | 0.220% | |
4/16/2025 | Sound Stewardship LLC | 53,518 | $1.54M | 0.9% | -0.9% | 1.290% | |
4/15/2025 | Christian Investment Advisors Inc. | 400,138 | $11.26M | 7.8% | +1.4% | 9.642% | |
4/15/2025 | Strategic Equity Management | 30,069 | $864K | 0.4% | N/A | 0.725% | |
4/11/2025 | Ridgeline Wealth LLC | 21,373 | $614K | 0.5% | +8.7% | 0.515% | |
4/10/2025 | Firethorn Wealth Partners LLC | 11,506 | $331K | 0.2% | -4.0% | 0.277% | |
4/7/2025 | O Connor Financial Group LLC | 365,918 | $10.52M | 5.5% | -2.5% | 8.817% | |
2/27/2025 | XY Planning Network Inc. | 104,158 | $2.77M | 2.1% | N/A | 2.572% | |
2/17/2025 | Vident Advisory LLC | 43,145 | $1.15M | 0.0% | N/A | 1.079% | |
2/17/2025 | Cetera Investment Advisers | 24,096 | $640K | 0.0% | -3.5% | 0.602% | |
2/14/2025 | Jane Street Group LLC | 26,087 | $693K | 0.0% | N/A | 0.652% | |
2/13/2025 | United Capital Financial Advisors LLC | 26,200 | $696K | 0.0% | N/A | 0.655% | |
2/13/2025 | CreativeOne Wealth LLC | 295,507 | $7.86M | 0.2% | -7.8% | 7.388% | |
2/12/2025 | JPMorgan Chase & Co. | 19,661 | $523K | 0.0% | -8.1% | 0.492% | |
2/11/2025 | LPL Financial LLC | 50,900 | $1.35M | 0.0% | +5.9% | 1.273% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 11,594 | $308K | 0.0% | -10.8% | 0.290% | |
2/10/2025 | Harbour Investments Inc. | 13,149 | $350K | 0.0% | +24.9% | 0.329% | |
2/10/2025 | Commonwealth Equity Services LLC | 12,292 | $327K | 0.0% | +34.3% | 0.307% | |
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2/10/2025 | EverSource Wealth Advisors LLC | 23,939 | $636K | 0.0% | -25.3% | 0.598% | |
2/7/2025 | Frontier Asset Management LLC | 12,496 | $332K | 0.1% | -6.5% | 0.312% | |
2/6/2025 | Sound Financial Strategies Group LLC | 110,647 | $2.94M | 2.5% | +0.3% | 2.766% | |
2/6/2025 | LVZ Inc. | 101,926 | $2.71M | 0.3% | +2.8% | 2.548% | |
2/6/2025 | Atria Investments Inc | 13,533 | $360K | 0.0% | +4.1% | 0.338% | |
2/6/2025 | Bedel Financial Consulting Inc. | 8,015 | $222K | 0.0% | N/A | 0.200% | |
2/6/2025 | Jones Financial Companies Lllp | 9,532 | $253K | 0.0% | +81.6% | 0.238% | |
2/5/2025 | Christian Investment Advisors Inc. | 394,694 | $10.49M | 7.6% | N/A | 9.867% | |
2/4/2025 | IFP Advisors Inc | 1,883 | $50K | 0.0% | +62.3% | 0.047% | |
2/3/2025 | Turning Point Benefit Group Inc. | 22,964 | $598K | 0.6% | N/A | 0.574% | |
2/3/2025 | Centricity Wealth Management LLC | 1,217 | $32K | 0.0% | N/A | 0.030% | |
1/31/2025 | J.W. Cole Advisors Inc. | 35,076 | $932K | 0.0% | +2.1% | 0.877% | |
1/30/2025 | Blue Trust Inc. | 7,836 | $208K | 0.0% | +344.2% | 0.196% | |
1/24/2025 | HHM Wealth Advisors LLC | 7,383 | $196K | 0.0% | +12.9% | 0.185% | |
1/23/2025 | Strategic Blueprint LLC | 25,902 | $689K | 0.0% | +32.5% | 0.648% | |
1/22/2025 | Sound Stewardship LLC | 54,015 | $1.44M | 0.9% | +4.6% | 1.350% | |
1/22/2025 | Foundations Investment Advisors LLC | 9,710 | $258K | 0.0% | N/A | 0.243% | |
1/22/2025 | Blue Trust Inc. | 26,684 | $770K | 0.0% | +1,412.7% | 0.667% | |
1/21/2025 | Geneos Wealth Management Inc. | 7,470 | $199K | 0.0% | +36.2% | 0.187% | |
1/6/2025 | Ridgeline Wealth LLC | 19,662 | $523K | 0.4% | N/A | 0.492% | |
1/6/2025 | O Connor Financial Group LLC | 375,301 | $9.98M | 5.2% | +5.5% | 9.383% | |
12/26/2024 | JPMorgan Chase & Co. | 21,383 | $617K | 0.0% | +46.2% | 0.535% | |
11/14/2024 | CreativeOne Wealth LLC | 320,525 | $9.26M | 0.3% | +5.7% | 8.013% | |
11/7/2024 | OneAscent Wealth Management LLC | 10,071 | $291K | 0.1% | N/A | 0.252% | |
11/5/2024 | Harbour Investments Inc. | 10,531 | $304K | 0.0% | N/A | 0.263% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 13,000 | $375K | 0.0% | +58.0% | 0.325% | |
10/24/2024 | Sound Stewardship LLC | 51,648 | $1.49M | 0.8% | -3.6% | 1.291% | |
10/24/2024 | J.W. Cole Advisors Inc. | 34,354 | $992K | 0.0% | +2.6% | 0.859% | |
10/22/2024 | International Assets Investment Management LLC | 253,822 | $7.33M | 0.0% | +32,483.1% | 6.346% | |
10/16/2024 | Firethorn Wealth Partners LLC | 11,992 | $346K | 0.2% | N/A | 0.300% | |
8/14/2024 | EverSource Wealth Advisors LLC | 41,170 | $1.13M | 0.1% | +93.6% | 1.029% | |
8/8/2024 | J.W. Cole Advisors Inc. | 33,475 | $888K | 0.0% | +107.6% | 0.837% | |
8/8/2024 | HHM Wealth Advisors LLC | 6,788 | $180K | 0.0% | +35.2% | 0.170% | |
7/31/2024 | Aptus Capital Advisors LLC | 3,945 | $105K | 0.0% | N/A | 0.099% | |
7/31/2024 | Commonwealth Equity Services LLC | 8,883 | $236K | 0.0% | -44.7% | 0.222% | |
7/10/2024 | CWM LLC | 153,089 | $4.06M | 0.0% | +2.0% | 3.827% | |
5/14/2024 | CreativeOne Wealth LLC | 332,085 | $9.05M | 0.4% | +1.6% | 8.302% | |
5/8/2024 | Avantax Advisory Services Inc. | 13,055 | $356K | 0.0% | -30.2% | 0.326% | |
4/30/2024 | J.W. Cole Advisors Inc. | 16,125 | $439K | 0.0% | +5.2% | 0.403% | |
4/23/2024 | Strategic Blueprint LLC | 19,492 | $531K | 0.0% | -23.9% | 0.506% | |
4/16/2024 | OneAscent Wealth Management LLC | 9,934 | $271K | 0.1% | N/A | 0.258% | |
4/11/2024 | O Connor Financial Group LLC | 367,643 | $10.02M | 6.0% | +1.3% | 10.212% | |
2/20/2024 | Polen Capital Management LLC | 15,875 | $420K | 0.0% | +7.3% | 0.441% | |
2/13/2024 | Polen Capital Management LLC | 15,875 | $420K | 0.0% | +7.3% | 0.441% | |
2/12/2024 | WorthPointe LLC | 24,891 | $658K | 0.3% | +72.4% | 0.691% | |
2/9/2024 | EverSource Wealth Advisors LLC | 22,002 | $582K | 0.1% | +17.0% | 0.611% | |
2/9/2024 | CreativeOne Wealth LLC | 326,702 | $8.64M | 0.6% | +1.1% | 9.075% | |
2/8/2024 | Advisor OS LLC | 8,441 | $223K | 0.0% | N/A | 0.234% | |
2/7/2024 | Avantax Advisory Services Inc. | 18,708 | $495K | 0.0% | -13.0% | 0.520% | |
2/1/2024 | CWM LLC | 143,425 | $3.79M | 0.0% | +9.6% | 3.984% | |
Your Bank Account Is No Longer Safe (Ad) What If Washington Declared That:
YOUR Money ISN'T Actually Yours?
Sounds insane, but that's exactly what the Department of Justice just admitted in court—claiming cash isn't legally your property.
What does that mean? It means Washington thinks they can seize, freeze, or drain your accounts—whenever they want. Get your free guide now by clicking here >> |
1/31/2024 | J.W. Cole Advisors Inc. | 15,331 | $405K | 0.0% | +3.3% | 0.426% | |
1/25/2024 | International Assets Investment Management LLC | 20,602 | $545K | 0.0% | N/A | 0.572% | |
1/25/2024 | Strategic Blueprint LLC | 25,618 | $678K | 0.1% | -3.7% | 0.712% | |
1/24/2024 | International Assets Investment Management LLC | 20,602 | $545K | 0.0% | N/A | 0.572% | |
1/23/2024 | LVZ Inc. | 101,556 | $2.69M | 0.4% | +1.0% | 2.821% | |
1/17/2024 | O Connor Financial Group LLC | 362,752 | $9.59M | 5.9% | +0.5% | 10.076% | |
1/17/2024 | Sound Stewardship LLC | 43,183 | $1.14M | 0.8% | +272.0% | 1.200% | |
11/20/2023 | Silver Oak Securities Incorporated | 1,104 | $26K | 0.0% | -93.1% | 0.031% | |
11/13/2023 | Polen Capital Management LLC | 14,794 | $355K | 0.0% | -5.8% | 0.411% | |
11/8/2023 | Avantax Advisory Services Inc. | 21,495 | $515K | 0.0% | +24.7% | 0.597% | |