| 5/16/2025 | Signature Estate & Investment Advisors LLC | 5,045 | $266K | 0.0% | +4.4% | 0.108% | |
| 5/16/2025 | Jones Financial Companies Lllp | 21,779 | $1.15M | 0.0% | +278.2% | 0.464% | |
| 5/15/2025 | Royal Bank of Canada | 75,247 | $3.97M | 0.0% | +0.8% | 1.604% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 80,309 | $4.24M | 0.0% | +280.8% | 1.712% | |
| 5/13/2025 | Raymond James Financial Inc. | 144,375 | $7.62M | 0.0% | +8.2% | 3.078% | |
| 5/13/2025 | WESCAP Management Group Inc. | 6,118 | $323K | 0.1% | N/A | 0.130% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 19,744 | $1.04M | 0.0% | -46.8% | 0.422% | |
| 5/8/2025 | IFG Advisory LLC | 4,495 | $237K | 0.0% | N/A | 0.096% | |
| 5/8/2025 | US Bancorp DE | 2,925 | $154K | 0.0% | N/A | 0.063% | |
| 5/7/2025 | LPL Financial LLC | 427,334 | $22.54M | 0.0% | +3.3% | 9.131% | |
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| 5/6/2025 | Cetera Investment Advisers | 23,938 | $1.26M | 0.0% | -7.0% | 0.511% | |
| 5/6/2025 | Guidance Capital Inc. | 32,224 | $1.70M | 0.5% | +18.7% | 0.689% | |
| 4/30/2025 | Principal Securities Inc. | 5,511 | $305K | 0.0% | +3.9% | 0.118% | |
| 4/30/2025 | Silverlake Wealth Management LLC | 4,000 | $211K | 0.1% | -31.9% | 0.085% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 15,444 | $815K | 0.0% | +6.3% | 0.330% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 43,837 | $2.32M | 0.1% | +2.4% | 0.937% | |
| 4/24/2025 | Golden State Wealth Management LLC | 5,555 | $293K | 0.0% | N/A | 0.119% | |
| 4/24/2025 | Money Concepts Capital Corp | 30,257 | $1.60M | 0.1% | +2.3% | 0.647% | |
| 4/23/2025 | Golden State Wealth Management LLC | 11,110 | $586K | 0.0% | N/A | 0.237% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 28,293 | $1.49M | 0.0% | +10.6% | 0.605% | |
| 4/21/2025 | Avior Wealth Management LLC | 508,278 | $26.81M | 1.0% | -2.5% | 10.861% | |
| 4/21/2025 | ORG Wealth Partners LLC | 498 | $27K | 0.0% | N/A | 0.011% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 465 | $25K | 0.0% | +365.0% | 0.010% | |
| 4/14/2025 | Whitaker Myers Wealth Managers LTD. | 208,563 | $11.00M | 3.1% | +10.4% | 4.495% | |
| 4/10/2025 | Breakwater Capital Group | 22,306 | $1.18M | 0.2% | +17.8% | 0.481% | |
| 2/17/2025 | Waverly Advisors LLC | 5,003 | $277K | 0.0% | N/A | 0.121% | |
| 2/17/2025 | Cetera Investment Advisers | 25,738 | $1.43M | 0.0% | -1.6% | 0.623% | |
| 2/17/2025 | Captrust Financial Advisors | 61,675 | $3.42M | 0.0% | +12.7% | 1.493% | |
| 2/17/2025 | Bank of America Corp DE | 267,438 | $14.82M | 0.0% | +3.9% | 6.475% | |
| 2/17/2025 | Ameriprise Financial Inc. | 180,023 | $9.98M | 0.0% | +67.3% | 4.359% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 10,142 | $562K | 0.0% | -2.6% | 0.246% | |
| 2/13/2025 | Raymond James Financial Inc. | 133,427 | $7.40M | 0.0% | N/A | 3.231% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 14,522 | $805K | 0.0% | -2.3% | 0.352% | |
| 2/13/2025 | Wells Fargo & Company MN | 37,379 | $2.07M | 0.0% | -2.4% | 0.905% | |
| 2/12/2025 | Uniting Wealth Partners LLC | 103,572 | $5.74M | 2.8% | N/A | 2.508% | |
| 2/12/2025 | World Investment Advisors | 16,791 | $931K | 0.0% | N/A | 0.407% | |
| 2/12/2025 | Ausdal Financial Partners Inc. | 4,563 | $253K | 0.0% | N/A | 0.110% | |
| 2/11/2025 | Signature Estate & Investment Advisors LLC | 4,831 | $268K | 0.0% | N/A | 0.117% | |
| 2/11/2025 | LPL Financial LLC | 413,796 | $22.93M | 0.0% | +3.7% | 10.019% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 6,756 | $374K | 0.0% | N/A | 0.164% | |
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| 2/10/2025 | Commonwealth Equity Services LLC | 91,515 | $5.07M | 0.0% | +0.5% | 2.216% | |
| 2/6/2025 | Raymond James Financial Inc. | 133,427 | $7.40M | 0.0% | N/A | 3.231% | |
| 2/6/2025 | Jones Financial Companies Lllp | 5,759 | $319K | 0.0% | +245.1% | 0.139% | |
| 2/3/2025 | Sigma Planning Corp | 7,552 | $419K | 0.0% | -17.0% | 0.183% | |
| 2/3/2025 | Parcion Private Wealth LLC | 4,046 | $224K | 0.0% | N/A | 0.098% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 37,114 | $2.06M | 0.0% | -46.7% | 0.899% | |
| 1/29/2025 | Comprehensive Financial Planning Inc. PA | 5,722 | $317K | 0.3% | N/A | 0.139% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 21,050 | $1.16M | 0.1% | N/A | 0.510% | |
| 1/27/2025 | Financial Advocates Investment Management | 10,194 | $565K | 0.0% | -9.8% | 0.247% | |
| 1/27/2025 | Money Concepts Capital Corp | 29,573 | $1.64M | 0.1% | -5.5% | 0.716% | |
| 1/27/2025 | Guidance Capital Inc. | 27,137 | $1.55M | 0.5% | +10.4% | 0.657% | |
| 1/21/2025 | Cornerstone Wealth Management LLC | 8,184 | $454K | 0.0% | -2.1% | 0.198% | |
| 1/17/2025 | Avior Wealth Management LLC | 521,333 | $28.89M | 1.1% | +4.7% | 12.623% | |
| 1/15/2025 | Whitaker Myers Wealth Managers LTD. | 188,927 | $10.47M | 3.1% | +8.7% | 4.575% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 42,792 | $2.37M | 0.1% | +5.2% | 1.036% | |
| 1/14/2025 | Breakwater Capital Group | 18,928 | $1.05M | 0.2% | +2.9% | 0.458% | |
| 11/25/2024 | Sanctuary Advisors LLC | 23,611 | $1.44M | 0.0% | -7.8% | 0.572% | |
| 11/15/2024 | MML Investors Services LLC | 12,573 | $697K | 0.0% | -5.8% | 0.304% | |
| 11/14/2024 | Captrust Financial Advisors | 54,730 | $3.03M | 0.0% | -9.7% | 1.325% | |
| 11/8/2024 | Avior Wealth Management LLC | 497,839 | $27.60M | 1.1% | +49.9% | 12.054% | |
| 11/4/2024 | Sigma Planning Corp | 9,102 | $504K | 0.0% | -2.7% | 0.220% | |
| 10/25/2024 | Financial Advocates Investment Management | 11,305 | $627K | 0.0% | +6.0% | 0.274% | |
| 10/22/2024 | Guidance Capital Inc. | 24,585 | $1.41M | 0.4% | +16.0% | 0.595% | |
| 10/18/2024 | Whitaker Myers Wealth Managers LTD. | 173,806 | $9.63M | 3.2% | +4.9% | 4.208% | |
| 10/16/2024 | Cornerstone Wealth Management LLC | 8,361 | $463K | 0.0% | -4.5% | 0.202% | |
| 9/5/2024 | Sanctuary Advisors LLC | 25,611 | $1.33M | 0.0% | N/A | 0.620% | |
| 8/22/2024 | Cetera Investment Advisers | 26,889 | $1.39M | 0.0% | -1.8% | 0.651% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 16,959 | $876K | 0.0% | +14.9% | 0.411% | |
| 8/7/2024 | Bright Futures Wealth Management LLC. | 19,044 | $1.01M | 0.5% | -5.8% | 0.461% | |
| 8/1/2024 | Guidance Capital Inc. | 21,197 | $1.20M | 0.4% | +60.6% | 0.513% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 92,213 | $4.76M | 0.0% | -0.7% | 2.233% | |
| 7/30/2024 | International Assets Investment Management LLC | 1,710 | $88K | 0.0% | N/A | 0.041% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 38,797 | $2.00M | 0.1% | +2.9% | 0.939% | |
| 7/29/2024 | Financial Advocates Investment Management | 10,666 | $551K | 0.0% | +148.3% | 0.258% | |
| 7/27/2024 | Whitaker Myers Wealth Managers LTD. | 165,624 | $8.55M | 3.2% | +8.5% | 4.010% | |
| 7/26/2024 | Breakwater Capital Group | 15,550 | $803K | 0.2% | +12.0% | 0.377% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 21,831 | $1.13M | 0.0% | +12.1% | 0.529% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 69,483 | $3.59M | 0.0% | -2.0% | 1.682% | |
| 7/19/2024 | Raymond James & Associates | 29,678 | $1.53M | 0.0% | +16.8% | 0.719% | |
| 7/16/2024 | ORG Partners LLC | 498 | $26K | 0.0% | N/A | 0.012% | |
| 6/28/2024 | Bright Futures Wealth Management LLC. | 20,214 | $1.03M | 0.5% | N/A | 0.489% | |
| 5/10/2024 | Osaic Holdings Inc. | 147,783 | $8.02M | 0.0% | -13.9% | 3.578% | |
| 5/4/2024 | 9258 Wealth Management LLC | 4,183 | $227K | 0.0% | N/A | 0.101% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 92,861 | $5.04M | 0.0% | -27.6% | 2.259% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 86,775 | $4.71M | 0.0% | +4.2% | 2.111% | |
| 4/18/2024 | Breakwater Capital Group | 13,887 | $754K | 0.2% | +21.9% | 0.338% | |
| 4/17/2024 | Trilogy Capital Inc. | 37,784 | $2.05M | 0.1% | +73.0% | 0.919% | |
| 4/17/2024 | Guidance Capital Inc. | 13,202 | $675K | 0.2% | +111.2% | 0.321% | |
| 4/12/2024 | Whitaker Myers Wealth Managers LTD. | 152,607 | $8.29M | 3.5% | +14.6% | 3.815% | |
| 2/7/2024 | Principal Securities Inc. | 5,528 | $278K | 0.0% | N/A | 0.138% | |
Washington Is Broke—and Eyeing Your Savings Next (Ad) Washington is running out of money…And guess where they'll look next?
When governments go broke, they take from the people.
It's happened before, and it's happening again.
The Department of Justice just admitted that cash isn't legally YOUR property. Get your free guide now by clicking here >> |
| 2/6/2024 | Private Advisor Group LLC | 7,710 | $388K | 0.0% | +12.2% | 0.193% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 71,278 | $3.59M | 0.0% | -16.1% | 1.782% | |
| 2/1/2024 | Sigma Planning Corp | 4,395 | $221K | 0.0% | -55.8% | 0.110% | |
| 1/25/2024 | International Assets Investment Management LLC | 62,103 | $3.13M | 0.0% | N/A | 1.553% | |
| 1/24/2024 | International Assets Investment Management LLC | 62,103 | $3.13M | 0.0% | N/A | 1.553% | |
| 1/24/2024 | Breakwater Capital Group | 11,389 | $563K | 0.2% | N/A | 0.285% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 83,255 | $4.19M | 0.0% | +2.9% | 2.081% | |
| 1/16/2024 | Raymond James & Associates | 20,134 | $1.01M | 0.0% | -1.7% | 0.503% | |
| 1/12/2024 | Whitaker Myers Wealth Managers LTD. | 133,113 | $6.70M | 3.3% | +16.8% | 3.328% | |
| 1/12/2024 | Trilogy Capital Inc. | 21,842 | $1.10M | 0.1% | +43.6% | 0.546% | |
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