2/25/2025 | B. Riley Wealth Advisors Inc. | 251,332 | $16.62M | 0.5% | +3.9% | 3.452% | |
2/17/2025 | Cetera Investment Advisers | 14,554 | $963K | 0.0% | +7.2% | 0.200% | |
2/17/2025 | Baird Financial Group Inc. | 43,644 | $2.89M | 0.0% | +6.5% | 0.600% | |
2/17/2025 | Bank of America Corp DE | 97,355 | $6.44M | 0.0% | -7.9% | 1.337% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 22,172 | $1.47M | 0.0% | N/A | 0.305% | |
2/14/2025 | Bison Wealth LLC | 10,466 | $692K | 0.2% | -2.8% | 0.144% | |
2/14/2025 | Stifel Financial Corp | 94,278 | $6.24M | 0.0% | -2.4% | 1.295% | |
2/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 779,564 | $51.56M | 0.1% | -0.1% | 10.708% | |
2/14/2025 | Freedom Investment Management Inc. | 42,167 | $2.79M | 0.2% | -1.4% | 0.579% | |
2/13/2025 | Mariner LLC | 4,530 | $300K | 0.0% | -13.6% | 0.062% | |
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2/13/2025 | Raymond James Financial Inc. | 51,004 | $3.37M | 0.0% | N/A | 0.701% | |
2/13/2025 | Advisory Services Network LLC | 4,751 | $314K | 0.0% | +41.5% | 0.065% | |
2/13/2025 | Envestnet Asset Management Inc. | 153,847 | $10.18M | 0.0% | +4.4% | 2.113% | |
2/13/2025 | Wedbush Securities Inc. | 17,941 | $1.19M | 0.0% | +4.6% | 0.246% | |
2/13/2025 | Wells Fargo & Company MN | 76,233 | $5.04M | 0.0% | +2.9% | 1.047% | |
2/12/2025 | Thoroughbred Financial Services LLC | 13,975 | $924K | 0.1% | -7.3% | 0.192% | |
2/12/2025 | Financial Engines Advisors L.L.C. | 8,993 | $595K | 0.0% | +104.6% | 0.124% | |
2/11/2025 | LPL Financial LLC | 297,315 | $19.66M | 0.0% | -23.2% | 4.084% | |
2/11/2025 | Runnymede Capital Advisors Inc. | 520 | $34K | 0.0% | N/A | 0.007% | |
2/11/2025 | Lee Danner & Bass Inc. | 800 | $53K | 0.0% | N/A | 0.011% | |
2/10/2025 | Hopwood Financial Services Inc. | 800 | $53K | 0.0% | N/A | 0.011% | |
2/6/2025 | Raymond James Financial Inc. | 51,004 | $3.37M | 0.0% | N/A | 0.701% | |
2/6/2025 | Patten Group Inc. | 8,541 | $565K | 0.1% | +3.7% | 0.117% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 7,348 | $486K | 0.0% | +35.9% | 0.101% | |
2/5/2025 | Private Trust Co. NA | 2,537 | $168K | 0.0% | +30.1% | 0.035% | |
2/4/2025 | Bank of New York Mellon Corp | 96,368 | $6.37M | 0.0% | -5.9% | 1.324% | |
1/30/2025 | WealthPLAN Partners LLC | 6,128 | $405K | 0.1% | -15.4% | 0.084% | |
1/30/2025 | Manchester Financial Inc. | 3,772 | $249K | 0.1% | N/A | 0.052% | |
1/29/2025 | Focus Financial Network Inc. | 3,525 | $233K | 0.0% | -14.3% | 0.048% | |
1/27/2025 | Onyx Bridge Wealth Group LLC | 122,661 | $8.11M | 1.2% | -0.2% | 1.685% | |
1/24/2025 | S.A. Mason LLC | 558 | $37K | 0.0% | N/A | 0.008% | |
1/22/2025 | Apexium Financial LP | 96,992 | $6.42M | 0.4% | -6.0% | 1.332% | |
1/21/2025 | Navis Wealth Advisors LLC | 11,260 | $745K | 0.8% | +6.0% | 0.155% | |
1/21/2025 | Duncan Williams Asset Management LLC | 31,698 | $2.10M | 0.8% | +5.9% | 0.435% | |
1/17/2025 | Mutual Advisors LLC | 54,701 | $3.67M | 0.1% | -1.2% | 0.751% | |
1/15/2025 | Gill Capital Partners LLC | 66,931 | $4.43M | 1.6% | -3.4% | 0.919% | |
1/8/2025 | Legacy Private Trust Co. | 97,458 | $6.45M | 0.4% | -0.3% | 1.339% | |
1/6/2025 | Capital Market Strategies LLC | 20,718 | $1.37M | 0.8% | -0.9% | 0.285% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 241,972 | $15.76M | 0.4% | -8.4% | 3.324% | |
11/15/2024 | Stifel Financial Corp | 96,587 | $6.31M | 0.0% | +1.6% | 1.327% | |
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 >> |
11/13/2024 | Freedom Investment Management Inc. | 42,748 | $2.80M | 0.2% | -4.8% | 0.587% | |
11/13/2024 | Private Trust Co. NA | 1,950 | $127K | 0.0% | N/A | 0.027% | |
11/13/2024 | Prosperity Financial Group Inc. | 11,646 | $761K | 0.4% | +1.3% | 0.160% | |
10/25/2024 | Mutual Advisors LLC | 55,389 | $3.65M | 0.1% | +4.7% | 0.761% | |
10/21/2024 | Wealth Effects LLC | 3,203 | $209K | 0.1% | N/A | 0.044% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 122,876 | $8.03M | 1.2% | -0.9% | 1.688% | |
10/16/2024 | SeaCrest Wealth Management LLC | 11,725 | $766K | 0.1% | -3.2% | 0.161% | |
10/10/2024 | JBR Co Financial Management Inc | 4,245 | $278K | 0.2% | -3.5% | 0.058% | |
10/10/2024 | HCR Wealth Advisors | 25,714 | $1.68M | 0.2% | +414.3% | 0.353% | |
10/9/2024 | Patten Group Inc. | 8,234 | $538K | 0.1% | +55.6% | 0.113% | |
10/8/2024 | Gill Capital Partners LLC | 69,269 | $4.53M | 1.6% | -1.3% | 0.951% | |
10/8/2024 | Legacy Private Trust Co. | 97,776 | $6.39M | 0.4% | -1.3% | 1.343% | |
10/3/2024 | Duncan Williams Asset Management LLC | 29,941 | $1.96M | 1.1% | N/A | 0.411% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 264,187 | $16.43M | 0.4% | -33.8% | 3.629% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 8,105 | $503K | 0.0% | +2.8% | 0.111% | |
8/13/2024 | Kayne Anderson Rudnick Investment Management LLC | 780,689 | $48.36M | 0.1% | -2.2% | 10.724% | |
8/9/2024 | WealthPLAN Partners LLC | 7,239 | $449K | 0.0% | -7.7% | 0.099% | |
8/8/2024 | Envestnet Asset Management Inc. | 167,252 | $10.38M | 0.0% | -4.7% | 2.297% | |
8/7/2024 | Wedbush Securities Inc. | 17,514 | $1.09M | 0.0% | -5.1% | 0.241% | |
8/7/2024 | HCR Wealth Advisors | 5,000 | $310K | 0.0% | N/A | 0.069% | |
8/1/2024 | Waterfront Wealth Inc. | 98,894 | $6.13M | 1.7% | -6.9% | 1.358% | |
7/31/2024 | Commonwealth Equity Services LLC | 21,828 | $1.35M | 0.0% | -0.9% | 0.300% | |
7/30/2024 | Atlas Capital Advisors LLC | 13,881 | $861K | 0.1% | +3.0% | 0.191% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 63,429 | $3.93M | 0.0% | -21.4% | 0.871% | |
7/26/2024 | Bank of New York Mellon Corp | 109,066 | $6.77M | 0.0% | -9.6% | 1.498% | |
7/22/2024 | SeaCrest Wealth Management LLC | 12,114 | $751K | 0.1% | +24.7% | 0.166% | |
7/19/2024 | Pacific Sun Financial Corp | 3,540 | $220K | 0.1% | -9.2% | 0.049% | |
7/19/2024 | Raymond James & Associates | 19,396 | $1.20M | 0.0% | +60.4% | 0.266% | |
5/24/2024 | Cetera Advisors LLC | 7,144 | $434K | 0.0% | N/A | 0.098% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 398,841 | $24.23M | 0.6% | +45.9% | 5.479% | |
5/8/2024 | Thoroughbred Financial Services LLC | 15,074 | $915K | 0.1% | -1.6% | 0.207% | |
5/7/2024 | Oppenheimer & Co. Inc. | 4,352 | $264K | 0.0% | N/A | 0.060% | |
5/6/2024 | Gill Capital Partners LLC | 70,260 | $4.05M | 1.6% | -9.5% | 0.965% | |
5/2/2024 | Mutual Advisors LLC | 53,532 | $3.25M | 0.1% | -16.5% | 0.735% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 124,086 | $7.24M | 1.3% | -1.3% | 1.704% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 80,669 | $4.90M | 0.0% | +8.8% | 1.108% | |
4/24/2024 | Leavell Investment Management Inc. | 20,846 | $1.27M | 0.1% | -17.4% | 0.286% | |
4/18/2024 | SeaCrest Wealth Management LLC | 9,714 | $590K | 0.1% | -29.5% | 0.133% | |
4/18/2024 | Diversified Trust Co | 4,800 | $292K | 0.0% | N/A | 0.066% | |
4/10/2024 | Legacy Private Trust Co. | 100,614 | $6.11M | 0.4% | -1.2% | 1.272% | |
4/5/2024 | Capital Market Strategies LLC | 20,886 | $1.27M | 1.0% | -7.6% | 0.264% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 273,319 | $14.97M | 0.4% | -31.5% | 3.455% | |
2/12/2024 | Focus Financial Network Inc. ADV | 4,138 | $227K | 0.0% | N/A | 0.052% | |
2/12/2024 | Stifel Financial Corp | 96,273 | $5.27M | 0.0% | +15.4% | 1.217% | |
2/9/2024 | Wells Fargo & Company MN | 294,953 | $16.16M | 0.0% | +14.5% | 3.729% | |
2/9/2024 | Thoroughbred Financial Services LLC | 15,314 | $838K | 0.1% | -3.5% | 0.194% | |
2/8/2024 | Apexium Financial LP | 132,890 | $7.28M | 0.5% | -21.8% | 1.680% | |
2/8/2024 | Pacific Sun Financial Corp | 3,900 | $214K | 0.1% | N/A | 0.049% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 3,690 | $202K | 0.0% | -25.3% | 0.047% | |
2/6/2024 | Axxcess Wealth Management LLC | 4,295 | $235K | 0.0% | -19.4% | 0.054% | |
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 >> |
1/31/2024 | Onyx Bridge Wealth Group LLC | 125,740 | $6.89M | 1.4% | -0.8% | 1.590% | |
1/31/2024 | Wetzel Investment Advisors Inc. | 2,330 | $128K | 0.1% | N/A | 0.029% | |
1/29/2024 | Consolidated Portfolio Review Corp | 12,465 | $683K | 0.2% | -8.4% | 0.158% | |
1/26/2024 | Cerity Partners LLC | 29,414 | $1.61M | 0.0% | -3.2% | 0.372% | |
1/25/2024 | Mainstay Capital Management LLC ADV | 5,085 | $279K | 0.1% | -12.1% | 0.064% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 29,840 | $1.63M | 0.0% | +10.5% | 0.377% | |
1/16/2024 | Raymond James & Associates | 13,091 | $717K | 0.0% | +34.2% | 0.165% | |
1/12/2024 | Mutual Advisors LLC | 64,135 | $3.51M | 0.1% | -58.1% | 0.811% | |
1/11/2024 | Patten Group Inc. | 5,249 | $287K | 0.1% | -18.8% | 0.066% | |
1/9/2024 | Capital Asset Advisory Services LLC | 4,295 | $235K | 0.0% | -18.3% | 0.054% | |