7/8/2025 | Rise Advisors LLC | 203,800 | $10.03M | 4.0% | +0.5% | 0.382% | |
7/8/2025 | Atwood & Palmer Inc. | 1,080 | $53K | 0.0% | -88.3% | 0.002% | |
7/7/2025 | TruWealth Advisors LLC | 18,301 | $900K | 0.0% | +88.1% | 0.034% | |
6/2/2025 | Modern Wealth Management LLC | 37,024 | $1.82M | 0.1% | +1.1% | 0.072% | |
5/21/2025 | Geneos Wealth Management Inc. | 544,033 | $26.74M | 0.9% | +1.2% | 1.027% | |
5/20/2025 | Belpointe Asset Management LLC | 11,017 | $541K | 0.0% | N/A | 0.021% | |
5/20/2025 | Blue Rock Wealth Management LLC | 133,001 | $6.54M | 5.5% | +3.5% | 0.251% | |
5/20/2025 | Fortis Capital Advisors LLC | 11,017 | $541K | 0.1% | N/A | 0.021% | |
5/20/2025 | Focus Partners Wealth | 21,788 | $1.07M | 0.0% | -14.7% | 0.041% | |
5/16/2025 | Jones Financial Companies Lllp | 608 | $30K | 0.0% | N/A | 0.001% | |
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5/16/2025 | Redwood Financial Network Corp | 66,975 | $3.29M | 2.5% | -1.2% | 0.126% | |
5/16/2025 | Rise Advisors LLC | 202,725 | $9.96M | 4.4% | +2.4% | 0.383% | |
5/16/2025 | Integrated Wealth Concepts LLC | 14,662 | $721K | 0.0% | -18.7% | 0.028% | |
5/15/2025 | Family Office Research LLC | 10,007 | $492K | 0.2% | -13.5% | 0.019% | |
5/15/2025 | Royal Bank of Canada | 639,720 | $31.44M | 0.0% | +9.7% | 1.208% | |
5/15/2025 | Calton & Associates Inc. | 23,771 | $1.17M | 0.3% | N/A | 0.045% | |
5/14/2025 | Comerica Bank | 39,642 | $1.95M | 0.0% | -10.0% | 0.075% | |
5/14/2025 | Kestra Advisory Services LLC | 163,040 | $8.01M | 0.0% | +48.8% | 0.308% | |
5/14/2025 | Barnes Wealth Management Group Inc | 38,917 | $1.91M | 1.2% | +8.1% | 0.073% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 147,440 | $7.25M | 0.1% | +2.0% | 0.278% | |
5/13/2025 | Raymond James Financial Inc. | 1,017,082 | $49.99M | 0.0% | +5.6% | 1.921% | |
5/13/2025 | Schneider Downs Wealth Management Advisors LP | 514,863 | $25.31M | 4.6% | +36.6% | 0.972% | |
5/13/2025 | EverSource Wealth Advisors LLC | 51,152 | $2.51M | 0.1% | +0.8% | 0.097% | |
5/13/2025 | Bridgewealth Advisory Group LLC | 21,754 | $1.07M | 1.4% | +19.8% | 0.041% | |
5/13/2025 | HighTower Advisors LLC | 164,323 | $8.08M | 0.0% | +6.0% | 0.310% | |
5/9/2025 | Ritter Daniher Financial Advisory LLC DE | 53,476 | $2.63M | 0.7% | N/A | 0.103% | |
5/9/2025 | Atria Wealth Solutions Inc. | 46,402 | $2.28M | 0.0% | +201.0% | 0.089% | |
5/9/2025 | Advyzon Investment Management LLC | 6,321 | $311K | 0.1% | +6.8% | 0.012% | |
5/8/2025 | Endeavor Private Wealth Inc. | 7,459 | $367K | 0.2% | +11.1% | 0.014% | |
5/8/2025 | Strategic Family Wealth Counselors L.L.C. | 65,672 | $3.23M | 1.0% | +14.9% | 0.126% | |
5/8/2025 | Howland Capital Management LLC | 106,976 | $5.26M | 0.2% | -1.0% | 0.206% | |
5/8/2025 | Coastal Bridge Advisors LLC | 191,594 | $9.42M | 2.4% | +13.3% | 0.368% | |
5/8/2025 | Sovereign Investment Advisors LLC | 678,998 | $32.93M | 11.3% | +0.8% | 1.306% | |
5/8/2025 | Arkadios Wealth Advisors | 28,525 | $1.40M | 0.1% | N/A | 0.055% | |
5/8/2025 | Geneos Wealth Management Inc. | 592,982 | $29.15M | 0.8% | +10.3% | 1.140% | |
5/7/2025 | LPL Financial LLC | 2,484,516 | $122.11M | 0.0% | +11.4% | 4.778% | |
5/7/2025 | Peak Asset Management LLC | 66,965 | $3.29M | 0.6% | +32.2% | 0.129% | |
5/7/2025 | Bedel Financial Consulting Inc. | 53,240 | $2.60M | 0.4% | +7.3% | 0.102% | |
5/7/2025 | Caliber Wealth Management LLC KS | 67,422 | $3.31M | 0.5% | N/A | 0.130% | |
5/6/2025 | Assetmark Inc. | 2,090 | $103K | 0.0% | +22.2% | 0.004% | |
Your Bank Account Is No Longer Safe (Ad) What If Washington Declared That:
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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 >> |
5/6/2025 | Cetera Investment Advisers | 756,609 | $37.19M | 0.1% | +5.9% | 1.455% | |
5/6/2025 | AE Wealth Management LLC | 5,898,675 | $289.92M | 2.4% | +19.5% | 11.344% | |
5/6/2025 | Winthrop Capital Management LLC | 6,840 | $336K | 0.1% | N/A | 0.013% | |
5/6/2025 | BlueChip Wealth Advisors LLC | 14,794 | $727K | 0.3% | +144.1% | 0.028% | |
5/6/2025 | PFG Advisors | 67,258 | $3.31M | 0.2% | +5.0% | 0.129% | |
5/5/2025 | J.W. Cole Advisors Inc. | 38,817 | $1.91M | 0.1% | +490.3% | 0.075% | |
5/5/2025 | Calton & Associates Inc. | 19,702 | $968K | 0.1% | N/A | 0.038% | |
5/5/2025 | Kestra Private Wealth Services LLC | 29,082 | $1.43M | 0.0% | +37.1% | 0.056% | |
5/5/2025 | Csenge Advisory Group | 12,991 | $635K | 0.0% | +9.3% | 0.025% | |
5/5/2025 | Private Advisor Group LLC | 1,549,504 | $76.16M | 0.5% | -47.4% | 2.980% | |
5/2/2025 | Dakota Wealth Management | 24,667 | $1.21M | 0.0% | -20.3% | 0.047% | |
5/2/2025 | Trail Ridge Investment Advisors LLC | 269,159 | $13.23M | 6.8% | +56.1% | 0.518% | |
5/2/2025 | Apollon Wealth Management LLC | 63,566 | $3.12M | 0.1% | +32.0% | 0.122% | |
5/2/2025 | Leelyn Smith LLC | 751,579 | $36.94M | 6.6% | +17.1% | 1.445% | |
5/1/2025 | CWM LLC | 611,056 | $30.03M | 0.1% | +7.1% | 1.175% | |
5/1/2025 | Financial Security Advisor Inc. | 7,680 | $377K | 0.1% | +23.9% | 0.015% | |
5/1/2025 | Fortem Financial Group LLC | 57,282 | $2.82M | 1.1% | N/A | 0.110% | |
5/1/2025 | Quest 10 Wealth Builders Inc. | 1,585 | $78K | 0.1% | +342.7% | 0.003% | |
4/30/2025 | Burford Brothers Inc. | 219,295 | $10.78M | 5.2% | +4.8% | 0.422% | |
4/30/2025 | Stratos Wealth Partners LTD. | 7,447 | $366K | 0.0% | -13.5% | 0.014% | |
4/30/2025 | Stratos Investment Management LLC | 10,155 | $499K | 0.0% | +19.8% | 0.020% | |
4/30/2025 | Crossmark Global Holdings Inc. | 6,209 | $305K | 0.0% | N/A | 0.012% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 31,941 | $1.57M | 0.0% | +1.6% | 0.061% | |
4/29/2025 | Envestnet Asset Management Inc. | 70,694 | $3.48M | 0.0% | +1.4% | 0.136% | |
4/29/2025 | Concurrent Investment Advisors LLC | 36,317 | $1.79M | 0.0% | +144.9% | 0.070% | |
4/29/2025 | Macroview Investment Management LLC | 40,999 | $2.02M | 1.9% | +6.5% | 0.079% | |
4/29/2025 | OneDigital Investment Advisors LLC | 320,786 | $15.77M | 0.2% | -7.6% | 0.617% | |
4/28/2025 | Rossby Financial LCC | 1,781 | $87K | 0.0% | N/A | 0.003% | |
4/28/2025 | DAVENPORT & Co LLC | 4,360 | $214K | 0.0% | -57.5% | 0.008% | |
4/28/2025 | Clear Creek Financial Management LLC | 33,568 | $1.65M | 0.2% | +17.7% | 0.065% | |
4/25/2025 | Unified Investment Management | 45,378 | $2.23M | 2.6% | -2.4% | 0.087% | |
4/25/2025 | Koshinski Asset Management Inc. | 16,786 | $825K | 0.1% | -7.0% | 0.032% | |
4/25/2025 | Sovran Advisors LLC | 118,328 | $5.79M | 0.7% | +36.2% | 0.228% | |
4/24/2025 | Golden State Wealth Management LLC | 112,151 | $5.51M | 0.8% | +1.3% | 0.216% | |
4/24/2025 | Elevated Capital Advisors LLC | 113,802 | $5.59M | 1.6% | -22.6% | 0.219% | |
4/24/2025 | Hidden Cove Wealth Management LLC | 334,775 | $16.45M | 13.0% | +11.5% | 0.644% | |
4/23/2025 | Sequoia Financial Advisors LLC | 4,772 | $235K | 0.0% | -7.5% | 0.009% | |
4/23/2025 | Live Oak Investment Partners | 265,639 | $13.06M | 10.3% | +8.6% | 0.511% | |
4/23/2025 | Golden State Wealth Management LLC | 224,286 | $11.03M | 0.8% | +102.7% | 0.431% | |
4/23/2025 | Spire Wealth Management | 3,229 | $159K | 0.0% | +61.1% | 0.006% | |
4/23/2025 | Mattern Capital Management LLC | 20,114 | $989K | 0.1% | +13.2% | 0.039% | |
4/23/2025 | Financial Enhancement Group LLC | 250,587 | $12.26M | 1.9% | -14.8% | 0.482% | |
4/23/2025 | International Assets Investment Management LLC | 4,928 | $242K | 0.0% | N/A | 0.009% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 451,037 | $22.17M | 0.1% | +4.2% | 0.867% | |
4/22/2025 | First Financial Group Corp | 106,680 | $5.24M | 5.9% | -0.6% | 0.205% | |
4/22/2025 | Buck Wealth Strategies LLC | 277,514 | $13.64M | 2.5% | -4.5% | 0.534% | |
4/22/2025 | Merkkuri Wealth Advisors LLC | 16,725 | $822K | 0.7% | -57.3% | 0.032% | |
4/21/2025 | Avior Wealth Management LLC | 13,827 | $680K | 0.0% | -12.3% | 0.027% | |
4/21/2025 | CLG LLC | 20,710 | $1.02M | 0.4% | +30.0% | 0.040% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 5,453 | $268K | 0.0% | -4.6% | 0.010% | |
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 >> |
4/21/2025 | Friedenthal Financial | 89,288 | $4.39M | 2.6% | -1.2% | 0.172% | |
4/21/2025 | Beacon Capital Management LLC | 2,118 | $104K | 0.0% | N/A | 0.004% | |
4/21/2025 | LifeWealth Investments LLC | 105,702 | $5.20M | 2.1% | +48.9% | 0.203% | |
4/21/2025 | Accelerate Investment Advisors LLC | 4,587 | $225K | 0.2% | N/A | 0.009% | |
4/17/2025 | Vicus Capital | 30,726 | $1.51M | 0.1% | -2.6% | 0.059% | |
4/17/2025 | Blackston Financial Advisory Group LLC | 65,936 | $3.24M | 1.6% | +118.5% | 0.127% | |
4/17/2025 | Sowell Financial Services LLC | 38,411 | $1.89M | 0.1% | +1.9% | 0.074% | |
4/17/2025 | Janney Montgomery Scott LLC | 83,095 | $4.08M | 0.0% | +4.9% | 0.161% | |
4/17/2025 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 11,361 | $558K | 0.1% | +2.3% | 0.022% | |
4/17/2025 | Partners Wealth Management LLC | 33,054 | $1.63M | 1.8% | +1.0% | 0.064% | |