2/18/2025 | Retirement Planning Group LLC | 20,263 | $817K | 0.0% | -25.9% | 0.669% | |
2/17/2025 | CoreCap Advisors LLC | 7,280 | $294K | 0.0% | -61.5% | 0.240% | |
2/17/2025 | Cetera Investment Advisers | 36,135 | $1.46M | 0.0% | -11.0% | 1.193% | |
2/17/2025 | Citadel Advisors LLC | 9,857 | $397K | 0.0% | -44.6% | 0.325% | |
2/17/2025 | Chapman Financial Group LLC | 1,300 | $52K | 0.0% | N/A | 0.043% | |
2/14/2025 | Beacon Pointe Advisors LLC | 8,134 | $328K | 0.0% | -17.7% | 0.268% | |
2/14/2025 | Beck Capital Management LLC | 45,859 | $1.85M | 0.5% | -1.2% | 1.513% | |
2/14/2025 | Susquehanna International Group LLP | 44,451 | $1.79M | 0.0% | +73.0% | 1.467% | |
2/13/2025 | CreativeOne Wealth LLC | 9,553 | $385K | 0.0% | N/A | 0.315% | |
2/13/2025 | Barclays PLC | 3,640 | $147K | 0.0% | -25.4% | 0.120% | |
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2/13/2025 | Raymond James Financial Inc. | 173,041 | $6.98M | 0.0% | N/A | 5.711% | |
2/13/2025 | Cerity Partners LLC | 79,563 | $3.21M | 0.0% | -28.6% | 2.626% | |
2/13/2025 | Envestnet Asset Management Inc. | 56,176 | $2.27M | 0.0% | -11.0% | 1.854% | |
2/12/2025 | OLD Mission Capital LLC | 15,228 | $614K | 0.0% | -20.9% | 0.503% | |
2/11/2025 | LPL Financial LLC | 19,658 | $793K | 0.0% | +8.2% | 0.649% | |
2/10/2025 | Valtinson Bruner Financial Planning LLC | 222,088 | $8.95M | 3.1% | -1.2% | 7.330% | |
2/10/2025 | Commonwealth Equity Services LLC | 101,889 | $4.11M | 0.0% | -22.5% | 3.363% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 64,030 | $2.58M | 0.5% | -1.0% | 2.113% | |
2/6/2025 | Raymond James Financial Inc. | 173,041 | $6.98M | 0.0% | N/A | 5.711% | |
2/4/2025 | IFP Advisors Inc | 1,497 | $60K | 0.0% | -25.0% | 0.049% | |
2/3/2025 | Sigma Planning Corp | 12,178 | $491K | 0.0% | -29.0% | 0.402% | |
1/31/2025 | Truist Financial Corp | 25,946 | $1.05M | 0.0% | -2.4% | 0.856% | |
1/27/2025 | Lion Street Advisors LLC | 26,075 | $1.05M | 0.3% | -11.8% | 0.861% | |
1/27/2025 | Berkshire Money Management Inc. | 7,127 | $287K | 0.0% | N/A | 0.235% | |
1/23/2025 | FSA Advisors Inc. | 5,127 | $202K | 0.2% | N/A | 0.169% | |
1/23/2025 | Strategic Blueprint LLC | 23,389 | $943K | 0.1% | -3.0% | 0.772% | |
1/17/2025 | Janney Montgomery Scott LLC | 19,103 | $770K | 0.0% | -8.6% | 0.630% | |
1/16/2025 | Maltin Wealth Management Inc. | 14,039 | $566K | 0.3% | -5.3% | 0.463% | |
1/14/2025 | Outlook Wealth Advisors LLC | 19,284 | $777K | 0.2% | -3.6% | 0.636% | |
1/13/2025 | Fragasso Financial Advisors Inc | 17,244 | $695K | 0.1% | -5.4% | 0.569% | |
1/13/2025 | Brookstone Capital Management | 9,890 | $399K | 0.0% | -11.6% | 0.326% | |
11/25/2024 | Optimist Retirement Group LLC | 13,134 | $518K | 0.2% | N/A | 0.433% | |
11/19/2024 | Barclays PLC | 4,880 | $193K | 0.0% | N/A | 0.161% | |
11/15/2024 | Barclays PLC | 4,880 | $193K | 0.0% | N/A | 0.161% | |
11/15/2024 | MML Investors Services LLC | 27,606 | $1.09M | 0.0% | +5.2% | 0.911% | |
11/15/2024 | Jane Street Group LLC | 5,647 | $223K | 0.0% | -85.1% | 0.186% | |
11/15/2024 | HighTower Advisors LLC | 39,109 | $1.54M | 0.0% | -16.0% | 1.291% | |
11/15/2024 | Beck Capital Management LLC | 46,437 | $1.83M | 0.5% | -2.8% | 1.533% | |
11/12/2024 | Penserra Capital Management LLC | 337,001 | $13.30M | 0.3% | +26.1% | 11.122% | |
11/12/2024 | Cerity Partners LLC | 111,438 | $4.40M | 0.0% | +3.5% | 3.678% | |
$5,000 DOGE check? (Ad) Elon Musk's DOGE agenda just took a very surprising turn...
Earlier this week, reports emerged that a portion of the savings DOGE makes in Federal cuts could be funneled back to taxpayers.
The media was quick to dub it a DOGE Dividend, with claims circulating that we could all receive a $5,000 check in the mail. Everything you need to know is right here. |
11/6/2024 | Valtinson Bruner Financial Planning LLC | 224,716 | $8.87M | 3.1% | -0.6% | 7.416% | |
11/4/2024 | Sigma Planning Corp | 17,163 | $677K | 0.0% | -2.9% | 0.566% | |
10/29/2024 | Janney Montgomery Scott LLC | 20,896 | $825K | 0.0% | -28.8% | 0.690% | |
10/29/2024 | Chicago Partners Investment Group LLC | 33,093 | $1.31M | 0.0% | -11.0% | 1.092% | |
10/25/2024 | Strategic Blueprint LLC | 24,111 | $951K | 0.1% | -5.4% | 0.796% | |
10/21/2024 | Retirement Guys Formula LLC | 5,085 | $201K | 0.1% | N/A | 0.168% | |
10/18/2024 | Raymond James & Associates | 141,134 | $5.57M | 0.0% | -0.9% | 4.658% | |
10/17/2024 | BCS Wealth Management | 9,800 | $387K | 0.2% | -10.7% | 0.323% | |
10/10/2024 | Retirement Planning Group LLC | 27,339 | $1.08M | 0.1% | -5.9% | 0.902% | |
10/10/2024 | Pinnacle Wealth Management Group Inc. | 9,220 | $364K | 0.2% | -11.9% | 0.304% | |
10/10/2024 | Lion Street Advisors LLC | 29,575 | $1.17M | 0.4% | -3.3% | 0.976% | |
10/8/2024 | Brookstone Capital Management | 11,183 | $441K | 0.0% | -97.1% | 0.369% | |
8/22/2024 | Cetera Investment Advisers | 46,035 | $1.75M | 0.0% | +23.0% | 1.519% | |
8/21/2024 | Truist Financial Corp | 27,136 | $1.03M | 0.0% | -5.0% | 0.896% | |
8/14/2024 | Beck Capital Management LLC | 47,767 | $1.81M | 0.5% | -9.0% | 1.576% | |
8/13/2024 | AE Wealth Management LLC | 16,607 | $631K | 0.0% | +7.1% | 0.548% | |
8/12/2024 | Blair William & Co. IL | 11,792 | $448K | 0.0% | N/A | 0.389% | |
8/9/2024 | Collaborative Wealth Managment Inc. | 41,679 | $1.58M | 0.8% | -10.7% | 1.376% | |
8/8/2024 | Envestnet Asset Management Inc. | 63,963 | $2.43M | 0.0% | +1.6% | 2.111% | |
8/8/2024 | CoreCap Advisors LLC | 20,445 | $776K | 0.1% | N/A | 0.675% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 1,542 | $59K | 0.0% | N/A | 0.051% | |
8/6/2024 | Chris Bulman Inc | 6,896 | $262K | 0.2% | N/A | 0.228% | |
8/6/2024 | Valtinson Bruner Financial Planning LLC | 226,156 | $8.59M | 3.4% | -0.9% | 7.464% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 65,251 | $2.48M | 0.5% | -2.2% | 2.153% | |
8/1/2024 | Consolidated Portfolio Review Corp | 5,504 | $209K | 0.0% | N/A | 0.182% | |
7/31/2024 | Spire Wealth Management | 15,148 | $575K | 0.0% | +52.2% | 0.500% | |
7/31/2024 | Commonwealth Equity Services LLC | 141,793 | $5.39M | 0.0% | +25.5% | 4.680% | |
7/27/2024 | Strategic Blueprint LLC | 25,493 | $968K | 0.1% | -28.1% | 0.841% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 29,769 | $1.13M | 0.0% | +7.4% | 0.982% | |
7/24/2024 | Secure Asset Management LLC | 12,338 | $469K | 0.1% | -4.3% | 0.407% | |
7/19/2024 | Raymond James & Associates | 142,388 | $5.41M | 0.0% | +0.4% | 4.699% | |
7/18/2024 | Brookstone Capital Management | 389,120 | $14.97M | 0.2% | +3,948.7% | 12.842% | |
7/16/2024 | BCS Wealth Management | 10,980 | $417K | 0.2% | +2.9% | 0.362% | |
7/15/2024 | RFG Advisory LLC | 20,604 | $782K | 0.0% | +94.7% | 0.680% | |
7/13/2024 | Retirement Planning Group LLC | 29,068 | $1.10M | 0.1% | -3.8% | 0.959% | |
7/12/2024 | Maltin Wealth Management Inc. | 14,820 | $563K | 0.3% | -6.3% | 0.489% | |
7/12/2024 | Lion Street Advisors LLC | 30,575 | $1.16M | 0.4% | -2.6% | 1.009% | |
7/12/2024 | DHJJ Financial Advisors Ltd. | 21,794 | $828K | 0.3% | +12.1% | 0.719% | |
7/11/2024 | John W. Brooker & Co. CPAs | 8,850 | $336K | 0.2% | N/A | 0.292% | |
7/10/2024 | Lantz Financial LLC | 10,936 | $415K | 0.1% | +32.2% | 0.361% | |
7/9/2024 | Fragasso Financial Advisors Inc | 16,647 | $632K | 0.1% | +12.1% | 0.549% | |
7/1/2024 | Kathmere Capital Management LLC | 10,736 | $408K | 0.1% | +19.5% | 0.354% | |
5/24/2024 | Cetera Advisors LLC | 9,272 | $330K | 0.0% | +3.3% | 0.306% | |
5/15/2024 | Beck Capital Management LLC | 52,467 | $1.87M | 0.5% | -14.0% | 1.732% | |
5/8/2024 | Berkshire Money Management Inc. | 7,335 | $261K | 0.0% | N/A | 0.242% | |
5/1/2024 | Janney Montgomery Scott LLC | 33,933 | $1.21M | 0.0% | -29.4% | 1.113% | |
4/30/2024 | Valtinson Bruner Financial Planning LLC | 228,213 | $8.12M | 3.5% | -2.9% | 7.482% | |
4/29/2024 | Commonwealth Equity Services LLC | 113,002 | $4.02M | 0.0% | -15.6% | 3.705% | |
4/24/2024 | Pinnacle Wealth Management Group Inc. | 10,470 | $373K | 0.3% | -22.3% | 0.343% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 66,713 | $2.38M | 0.5% | -2.9% | 2.187% | |
$5,000 DOGE check? (Ad) Elon Musk's DOGE agenda just took a very surprising turn...
Earlier this week, reports emerged that a portion of the savings DOGE makes in Federal cuts could be funneled back to taxpayers.
The media was quick to dub it a DOGE Dividend, with claims circulating that we could all receive a $5,000 check in the mail. Everything you need to know is right here. |
4/23/2024 | Nations Financial Group Inc. IA ADV | 7,045 | $251K | 0.0% | -14.1% | 0.231% | |
4/23/2024 | Bluesphere Advisors LLC | 9,391 | $334K | 0.2% | -3.8% | 0.308% | |
4/23/2024 | Strategic Blueprint LLC | 35,472 | $1.26M | 0.1% | -3.6% | 1.163% | |
4/22/2024 | Outlook Wealth Advisors LLC | 20,011 | $712K | 0.2% | -7.6% | 0.656% | |
4/22/2024 | Raymond James & Associates | 141,863 | $5.05M | 0.0% | +0.6% | 4.651% | |
4/16/2024 | Kathmere Capital Management LLC | 8,982 | $320K | 0.0% | -16.3% | 0.211% | |
4/15/2024 | Brookstone Capital Management | 9,611 | $342K | 0.0% | -22.7% | 0.226% | |
4/13/2024 | Retirement Planning Group LLC | 30,211 | $1.08M | 0.1% | -82.6% | 0.711% | |
4/12/2024 | Central Valley Advisors LLC | 5,739 | $204K | 0.1% | N/A | 0.135% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 19,450 | $692K | 0.3% | -3.4% | 0.458% | |