| 5/6/2025 | Kathleen S. Wright Associates Inc. | 16,125 | $1.86M | 0.7% | -4.3% | 0.023% | |
| 5/6/2025 | Choreo LLC | 5,972 | $690K | 0.0% | -2.9% | 0.009% | |
| 5/5/2025 | Aire Advisors LLC | 3,247 | $375K | 0.1% | -17.3% | 0.005% | |
| 5/5/2025 | Optimist Retirement Group LLC | 3,650 | $422K | 0.2% | -5.3% | 0.005% | |
| 5/5/2025 | Eagle Bay Advisors LLC | 5,716 | $661K | 0.6% | -20.4% | 0.008% | |
| 5/5/2025 | IFP Advisors Inc | 1,206 | $140K | 0.0% | +18.8% | 0.002% | |
| 5/5/2025 | OneAscent Financial Services LLC | 3,818 | $441K | 0.0% | -2.4% | 0.006% | |
| 5/5/2025 | Cassaday & Co Wealth Management LLC | 19,674 | $2.27M | 0.1% | -6.8% | 0.028% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 4,239 | $490K | 0.0% | -20.3% | 0.006% | |
| 5/5/2025 | Fountainhead AM LLC | 70,756 | $8.18M | 1.3% | +86.7% | 0.102% | |
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| 5/5/2025 | Csenge Advisory Group | 3,976 | $461K | 0.0% | -39.6% | 0.006% | |
| 5/5/2025 | Allegiance Financial Group Advisory Services LLC | 27,494 | $3.18M | 1.0% | -9.6% | 0.040% | |
| 5/5/2025 | Nwam LLC | 9,127 | $1.06M | 0.1% | -66.9% | 0.013% | |
| 5/5/2025 | Diversify Advisory Services LLC | 15,415 | $1.86M | 0.1% | +27.9% | 0.022% | |
| 5/5/2025 | Evergreen Wealth Management LLC | 4,815 | $557K | 0.3% | -50.9% | 0.007% | |
| 5/2/2025 | Bear Mountain Capital Inc. | 23,376 | $2.81M | 1.1% | -1.0% | 0.034% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 11,118 | $1.29M | 0.0% | +4.2% | 0.016% | |
| 5/2/2025 | Bailard Inc. | 5,886 | $680K | 0.0% | N/A | 0.008% | |
| 5/2/2025 | Welch & Forbes LLC | 10,334 | $1.20M | 0.0% | -1.4% | 0.015% | |
| 5/2/2025 | Victory Capital Management Inc. | 20,466 | $2.37M | 0.0% | +69.5% | 0.030% | |
| 5/2/2025 | Tectonic Advisors LLC | 18,286 | $2.11M | 0.1% | +5.4% | 0.026% | |
| 5/2/2025 | PAX Financial Group LLC | 5,048 | $584K | 0.1% | +17.9% | 0.007% | |
| 5/2/2025 | Whittier Trust Co. | 4,633 | $536K | 0.0% | -9.3% | 0.007% | |
| 5/2/2025 | Red Wave Investments LLC | 16,846 | $1.95M | 0.7% | -5.4% | 0.024% | |
| 5/1/2025 | Bleakley Financial Group LLC | 21,758 | $2.52M | 0.1% | -16.0% | 0.031% | |
| 5/1/2025 | LRI Investments LLC | 6,307 | $729K | 0.1% | N/A | 0.009% | |
| 5/1/2025 | Asset Dedication LLC | 7,391 | $854K | 0.1% | +7.3% | 0.011% | |
| 5/1/2025 | Woodside Wealth Management LLC | 221 | $26K | 0.0% | N/A | 0.000% | |
| 5/1/2025 | CWM LLC | 3,378 | $391K | 0.0% | -40.1% | 0.005% | |
| 5/1/2025 | Westmount Partners LLC | 2,527 | $292K | 0.1% | N/A | 0.004% | |
| 5/1/2025 | Mason Investment Advisory Services Inc. | 1,935,130 | $223.70M | 13.5% | +0.3% | 2.790% | |
| 5/1/2025 | Stephens Inc. AR | 2,770 | $320K | 0.0% | -7.2% | 0.004% | |
| 5/1/2025 | FDx Advisors Inc. | 28,090 | $3.25M | 1.1% | -9.2% | 0.040% | |
| 5/1/2025 | Family Firm Inc. | 38,209 | $4.42M | 1.0% | -43.6% | 0.055% | |
| 5/1/2025 | MilWealth Group LLC | 116,307 | $13.45M | 3.7% | +1.5% | 0.168% | |
| 5/1/2025 | Diversify Wealth Management LLC | 54,114 | $6.51M | 0.5% | +15.8% | 0.078% | |
| 5/1/2025 | Sage Rhino Capital LLC | 35,721 | $4.13M | 1.0% | -1.8% | 0.051% | |
| 4/30/2025 | Cerity Partners LLC | 173,069 | $20.01M | 0.0% | +3.3% | 0.249% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 478 | $55K | 0.0% | N/A | 0.001% | |
| 4/30/2025 | Nisa Investment Advisors LLC | 210,000 | $24.28M | 0.1% | -34.8% | 0.303% | |
Trump Allies Confirm Exec Order 14024 Triggers Dollar Collapse (Ad) Executive Order 14024 is paving the way for irreversible damage to the dollar's value—threatening your wealth, your savings, and your retirement.
When the dollar collapses, your savings could disappear overnight.
With Trump threatening Russia with more sanctions, Russia is rushing to finalize their BRICS payment system aimed to destroy the U.S dollar. Go Here to Learn What's Happening and How to Prepare >> |
| 4/30/2025 | Opus Capital Group LLC | 4,527 | $523K | 0.1% | -52.8% | 0.007% | |
| 4/30/2025 | Partners in Financial Planning | 106,343 | $12.29M | 2.5% | +4.2% | 0.153% | |
| 4/30/2025 | SilverOak Wealth Management LLC | 5,411 | $625K | 0.1% | -42.6% | 0.008% | |
| 4/30/2025 | M&T Bank Corp | 6,587 | $761K | 0.0% | +25.9% | 0.009% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 7,243 | $837K | 0.0% | -2.0% | 0.010% | |
| 4/30/2025 | May Hill Capital LLC | 3,403 | $393K | 0.1% | -5.8% | 0.005% | |
| 4/30/2025 | Investment Partners LTD. | 21,883 | $2.53M | 1.0% | +2.5% | 0.032% | |
| 4/30/2025 | Aurelius Family Office LLC | 3,536 | $409K | 0.2% | -3.5% | 0.005% | |
| 4/30/2025 | Gibraltar Capital Management Inc. | 12,365 | $1.43M | 0.3% | N/A | 0.018% | |
| 4/30/2025 | Lincoln National Corp | 294,135 | $34.00M | 1.1% | +1.7% | 0.424% | |
| 4/29/2025 | Financial Counselors Inc. | 3,383 | $391K | 0.0% | -4.4% | 0.005% | |
| 4/29/2025 | Capital Advisors Inc. OK | 2,964 | $343K | 0.0% | -4.1% | 0.004% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 795,130 | $91.92M | 0.0% | -6.0% | 1.146% | |
| 4/29/2025 | Traveka Wealth LLC | 17,039 | $1.97M | 1.1% | -4.8% | 0.025% | |
| 4/29/2025 | Viewpoint Capital Management LLC | 37,405 | $4.32M | 2.3% | +7.0% | 0.054% | |
| 4/29/2025 | CoreFirst Bank & Trust | 17,167 | $1.99M | 1.3% | +60.6% | 0.025% | |
| 4/29/2025 | One Day In July LLC | 34,722 | $4.01M | 0.4% | +2.2% | 0.050% | |
| 4/29/2025 | Stage Harbor Financial LLC | 3,860 | $446K | 0.4% | N/A | 0.006% | |
| 4/29/2025 | Bank of New York Mellon Corp | 9,605 | $1.11M | 0.0% | +61.8% | 0.014% | |
| 4/29/2025 | World Investment Advisors | 9,525 | $1.10M | 0.0% | +41.4% | 0.014% | |
| 4/29/2025 | Jackson Thornton Wealth Management LLC | 6,434 | $746K | 0.1% | +28.1% | 0.009% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 231 | $27K | 0.0% | +413.3% | 0.000% | |
| 4/29/2025 | Columbia River Financial Group LLC | 8,674 | $1.00M | 0.7% | -21.8% | 0.013% | |
| 4/29/2025 | Pacific Life Fund Advisors LLC | 301,233 | $34.82M | 3.9% | +5.2% | 0.434% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 8,930 | $1.04M | 0.1% | +11.2% | 0.013% | |
| 4/28/2025 | North Capital Inc. | 1,378 | $159K | 0.2% | N/A | 0.002% | |
| 4/28/2025 | Fusion Family Wealth LLC | 167,902 | $19.41M | 1.8% | -51.7% | 0.242% | |
| 4/28/2025 | Clune & Associates LTD. | 32,971 | $3.81M | 1.2% | +3.9% | 0.048% | |
| 4/28/2025 | First Horizon Advisors Inc. | 126,512 | $14.63M | 0.4% | +3.0% | 0.182% | |
| 4/28/2025 | Private Trust Co. NA | 5,069 | $586K | 0.1% | +3.6% | 0.007% | |
| 4/28/2025 | FSM Wealth Advisors LLC | 2,959 | $342K | 0.1% | N/A | 0.004% | |
| 4/28/2025 | Rossby Financial LCC | 295 | $35K | 0.0% | N/A | 0.000% | |
| 4/28/2025 | Pictet North America Advisors SA | 19,360 | $2.24M | 0.2% | +6.3% | 0.028% | |
| 4/28/2025 | DAVENPORT & Co LLC | 20,777 | $2.40M | 0.0% | -0.7% | 0.030% | |
| 4/25/2025 | Mather Group LLC. | 157,873 | $18.25M | 0.2% | +0.8% | 0.228% | |
| 4/25/2025 | Morton Brown Family Wealth LLC | 8,446 | $976K | 0.3% | -12.9% | 0.012% | |
| 4/25/2025 | Red Door Wealth Management LLC | 3,091 | $357K | 0.1% | +3.5% | 0.004% | |
| 4/25/2025 | MorganRosel Wealth Management LLC | 3,157 | $365K | 0.1% | +33.3% | 0.005% | |
| 4/25/2025 | Canandaigua National Bank & Trust Co. | 14,229 | $1.65M | 0.2% | -1.3% | 0.021% | |
| 4/25/2025 | Northwest Wealth Management LLC | 3,113 | $360K | 0.1% | -6.8% | 0.004% | |
| 4/25/2025 | Root Financial Partners LLC | 4,921 | $569K | 0.1% | -14.4% | 0.007% | |
| 4/25/2025 | Journey Beyond Wealth LLC | 2,656 | $307K | 0.3% | +12.0% | 0.004% | |
| 4/24/2025 | Decker Retirement Planning Inc. | 214 | $25K | 0.0% | N/A | 0.000% | |
| 4/24/2025 | TFC Financial Management Inc. | 515 | $60K | 0.0% | N/A | 0.001% | |
| 4/24/2025 | Tanager Wealth Management LLP | 53,522 | $6.19M | 0.8% | -24.3% | 0.077% | |
| 4/24/2025 | Falcon Wealth Planning | 20,954 | $2.42M | 0.3% | -20.5% | 0.030% | |
| 4/24/2025 | PDS Planning Inc | 14,182 | $1.64M | 0.1% | -2.1% | 0.020% | |
| 4/24/2025 | Family CFO Inc | 85,712 | $9.91M | 5.4% | -2.3% | 0.124% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 26,617 | $3.08M | 0.2% | -7.0% | 0.038% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 152,187 | $17.59M | 0.1% | -35.6% | 0.219% | |
Trump Allies Confirm Exec Order 14024 Triggers Dollar Collapse (Ad) Executive Order 14024 is paving the way for irreversible damage to the dollar's value—threatening your wealth, your savings, and your retirement.
When the dollar collapses, your savings could disappear overnight.
With Trump threatening Russia with more sanctions, Russia is rushing to finalize their BRICS payment system aimed to destroy the U.S dollar. Go Here to Learn What's Happening and How to Prepare >> |
| 4/23/2025 | Pure Financial Advisors LLC | 9,657 | $1.12M | 0.0% | -14.3% | 0.014% | |
| 4/23/2025 | SOL Capital Management CO | 10,468 | $1.21M | 0.1% | -20.0% | 0.015% | |
| 4/23/2025 | HBK Sorce Advisory LLC | 3,639 | $421K | 0.0% | -34.4% | 0.005% | |
| 4/23/2025 | Alpha Financial Advisors LLC | 12,926 | $1.49M | 0.7% | -2.7% | 0.019% | |
| 4/23/2025 | Golden State Wealth Management LLC | 906 | $105K | 0.0% | +100.0% | 0.001% | |
| 4/23/2025 | Bessemer Group Inc. | 2,875,560 | $332.42M | 0.6% | +2.3% | 4.145% | |
| 4/23/2025 | Sage Financial Management Group Inc. | 42,744 | $4.94M | 1.8% | +5.1% | 0.062% | |
| 4/23/2025 | Strategic Investment Advisors MI | 27,581 | $3.19M | 0.3% | +8.2% | 0.040% | |
| 4/23/2025 | Fourth Dimension Wealth LLC | 4,033 | $466K | 0.2% | +36,563.6% | 0.006% | |
| 4/23/2025 | Symmetry Partners LLC | 57,206 | $6.61M | 0.9% | -32.4% | 0.082% | |
