4/24/2025 | Transcend Capital Advisors LLC | 5,300 | $264K | 0.0% | N/A | 0.030% | |
4/22/2025 | World Equity Group Inc. | 10,741 | $536K | 0.2% | +26.5% | 0.060% | |
4/22/2025 | Echo Wealth Management LLC | 7,216 | $360K | 0.2% | +14.2% | 0.040% | |
4/21/2025 | Avior Wealth Management LLC | 7,814 | $390K | 0.0% | -4.0% | 0.044% | |
4/21/2025 | United Advisor Group LLC | 8,363 | $417K | 0.1% | -2.9% | 0.047% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 5,422 | $271K | 0.0% | -31.0% | 0.030% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 19,881 | $996K | 0.0% | +42.0% | 0.111% | |
4/18/2025 | DHJJ Financial Advisors Ltd. | 10,933 | $545K | 0.2% | -1.9% | 0.061% | |
4/17/2025 | Sowell Financial Services LLC | 39,062 | $1.95M | 0.1% | -1.7% | 0.218% | |
4/17/2025 | Janney Montgomery Scott LLC | 27,000 | $1.35M | 0.0% | N/A | 0.150% | |
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4/17/2025 | Keystone Wealth Services LLC | 184,887 | $9.22M | 2.5% | -2.5% | 1.030% | |
4/15/2025 | Chris Bulman Inc | 4,479 | $223K | 0.1% | -22.3% | 0.025% | |
4/15/2025 | Central Valley Advisors LLC | 7,882 | $393K | 0.1% | -12.5% | 0.044% | |
4/14/2025 | Farther Finance Advisors LLC | 12,293 | $616K | 0.0% | N/A | 0.068% | |
4/14/2025 | McCarthy & Cox | 30,572 | $1.53M | 0.7% | -87.2% | 0.170% | |
4/14/2025 | SOA Wealth Advisors LLC. | 14,156 | $706K | 0.1% | -2.3% | 0.079% | |
4/11/2025 | Signal Advisors Wealth LLC | 121,867 | $6.08M | 0.6% | +82.6% | 0.679% | |
4/9/2025 | Merit Financial Group LLC | 7,173 | $358K | 0.0% | +19.1% | 0.040% | |
4/9/2025 | Fragasso Financial Advisors Inc | 66,010 | $3.29M | 0.2% | -0.4% | 0.368% | |
4/9/2025 | NBC Securities Inc. | 4,906 | $244K | 0.0% | +98,020.0% | 0.027% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 53,336 | $2.74M | 0.0% | +8.3% | 0.297% | |
2/28/2025 | Park Square Financial Group LLC | 493 | $25K | 0.0% | N/A | 0.004% | |
2/27/2025 | REAP Financial Group LLC | 67,514 | $3.47M | 0.9% | -34.1% | 0.516% | |
2/25/2025 | Leigh Baldwin & CO. LLC | 6,225 | $320K | 0.2% | N/A | 0.048% | |
2/25/2025 | Armis Advisers LLC | 60,878 | $3.13M | 0.4% | N/A | 0.465% | |
2/18/2025 | Novem Group | 18,990 | $976K | 0.1% | N/A | 0.145% | |
2/17/2025 | CoreCap Advisors LLC | 10,313 | $530K | 0.0% | +12.9% | 0.079% | |
2/17/2025 | Cetera Investment Advisers | 292,277 | $15.02M | 0.0% | -6.8% | 2.235% | |
2/17/2025 | Citadel Advisors LLC | 12,369 | $636K | 0.0% | -23.7% | 0.095% | |
2/17/2025 | Captrust Financial Advisors | 49,452 | $2.54M | 0.0% | -6.4% | 0.378% | |
2/17/2025 | Ameriprise Financial Inc. | 116,229 | $5.97M | 0.0% | N/A | 0.889% | |
2/17/2025 | Aptus Capital Advisors LLC | 75,507 | $3.88M | 0.0% | -6.5% | 0.577% | |
2/14/2025 | Jane Street Group LLC | 18,686 | $960K | 0.0% | +22.1% | 0.143% | |
2/14/2025 | Prosperity Consulting Group LLC | 23,818 | $1.22M | 0.1% | +19.8% | 0.182% | |
2/14/2025 | MGO One Seven LLC | 6,376 | $328K | 0.0% | -75.6% | 0.049% | |
2/14/2025 | Harvest Investment Services LLC | 8,113 | $417K | 0.1% | -3.6% | 0.062% | |
2/14/2025 | OneDigital Investment Advisors LLC | 10,804 | $555K | 0.0% | -7.9% | 0.083% | |
2/14/2025 | MML Investors Services LLC | 85,895 | $4.41M | 0.0% | -4.8% | 0.657% | |
2/14/2025 | Freedom Investment Management Inc. | 28,821 | $1.48M | 0.1% | +6.5% | 0.220% | |
2/14/2025 | GeoWealth Management LLC | 1,148 | $59K | 0.0% | -77.7% | 0.009% | |
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2/13/2025 | NewEdge Advisors LLC | 19,477 | $1.00M | 0.0% | -8.9% | 0.149% | |
2/13/2025 | Hanlon Investment Management Inc. | 7,359 | $378K | 0.1% | +44.7% | 0.056% | |
2/13/2025 | CreativeOne Wealth LLC | 114,548 | $5.89M | 0.2% | -25.1% | 0.876% | |
2/13/2025 | Mariner LLC | 142,825 | $7.34M | 0.0% | -2.9% | 1.092% | |
2/13/2025 | Rockefeller Capital Management L.P. | 32,786 | $1.69M | 0.0% | +10.3% | 0.251% | |
2/13/2025 | Integrity Financial Corp WA | 33,849 | $1.74M | 1.0% | -2.2% | 0.259% | |
2/13/2025 | Raymond James Financial Inc. | 287,963 | $14.80M | 0.0% | N/A | 2.202% | |
2/13/2025 | Faithward Advisors LLC | 54,758 | $2.81M | 0.5% | +19.4% | 0.419% | |
2/13/2025 | Advisory Services Network LLC | 24,682 | $1.27M | 0.0% | N/A | 0.189% | |
2/13/2025 | Envestnet Asset Management Inc. | 455,677 | $23.41M | 0.0% | +22.3% | 3.484% | |
2/12/2025 | Orion Portfolio Solutions LLC | 6,036 | $310K | 0.0% | +5.2% | 0.046% | |
2/12/2025 | AssuredPartners Investment Advisors LLC | 4,245 | $218K | 0.0% | N/A | 0.032% | |
2/12/2025 | Murphy & Mullick Capital Management Corp | 1,600 | $82K | 0.1% | N/A | 0.012% | |
2/11/2025 | Grantvest Financial Group LLC | 10,525 | $541K | 0.6% | N/A | 0.080% | |
2/11/2025 | LPL Financial LLC | 177,526 | $9.12M | 0.0% | +2.3% | 1.357% | |
2/10/2025 | Horizon Investments LLC | 10,558 | $542K | 0.0% | +63.1% | 0.081% | |
2/10/2025 | Harbour Investments Inc. | 56,559 | $2.91M | 0.1% | -3.6% | 0.432% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 7,856 | $404K | 0.0% | +24.6% | 0.060% | |
2/10/2025 | Valtinson Bruner Financial Planning LLC | 68,345 | $3.51M | 1.2% | +1.1% | 0.523% | |
2/10/2025 | Commonwealth Equity Services LLC | 313,983 | $16.13M | 0.0% | -4.6% | 2.400% | |
2/10/2025 | Avantax Advisory Services Inc. | 42,308 | $2.17M | 0.0% | -30.0% | 0.323% | |
2/7/2025 | Sowell Financial Services LLC | 39,731 | $2.04M | 0.1% | N/A | 0.304% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 36,901 | $1.90M | 0.4% | -3.4% | 0.282% | |
2/6/2025 | Raymond James Financial Inc. | 287,963 | $14.80M | 0.0% | N/A | 2.202% | |
2/6/2025 | Atria Investments Inc | 137,384 | $7.06M | 0.1% | -4.1% | 1.050% | |
2/6/2025 | Assetmark Inc. | 93,725 | $4.82M | 0.0% | +54.5% | 0.717% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 39,283 | $2.02M | 0.0% | -0.9% | 0.300% | |
2/6/2025 | Keystone Wealth Services LLC | 189,539 | $9.74M | 2.6% | -1.5% | 1.449% | |
2/4/2025 | IFP Advisors Inc | 7,068 | $363K | 0.0% | +9.5% | 0.054% | |
2/4/2025 | World Equity Group Inc. | 8,494 | $436K | 0.1% | N/A | 0.065% | |
2/3/2025 | Camelot Portfolios LLC | 17,450 | $897K | 1.0% | -5.7% | 0.133% | |
2/3/2025 | Legacy Solutions LLC | 11,159 | $573K | 0.6% | N/A | 0.085% | |
2/3/2025 | Flagstar Advisors Inc. | 4,635 | $238K | 0.1% | -51.5% | 0.035% | |
1/31/2025 | Atria Wealth Solutions Inc. | 8,747 | $449K | 0.0% | +80.3% | 0.067% | |
1/31/2025 | Truist Financial Corp | 31,353 | $1.61M | 0.0% | -18.9% | 0.240% | |
1/30/2025 | Principal Securities Inc. | 19,471 | $1M | 0.0% | +4.4% | 0.149% | |
1/30/2025 | Financial Guidance Group Inc. | 75,459 | $3.88M | 2.1% | -6.5% | 0.577% | |
1/29/2025 | TFB Advisors LLC | 13,098 | $673K | 0.2% | +38.9% | 0.100% | |
1/28/2025 | SOA Wealth Advisors LLC. | 14,494 | $745K | 0.1% | -2.6% | 0.111% | |
1/27/2025 | Foguth Wealth Management LLC. | 80,950 | $4.27M | 1.1% | +789.7% | 0.619% | |
1/24/2025 | GDS Wealth Management | 40,465 | $2.08M | 0.2% | N/A | 0.309% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 26,276 | $1.35M | 0.0% | N/A | 0.201% | |
1/24/2025 | Chicago Partners Investment Group LLC | 10,250 | $530K | 0.0% | -22.9% | 0.078% | |
1/23/2025 | New Wave Wealth Advisors LLC | 1,220 | $63K | 0.0% | N/A | 0.009% | |
1/23/2025 | Strategic Blueprint LLC | 26,887 | $1.38M | 0.1% | -4.5% | 0.206% | |
1/22/2025 | Foundations Investment Advisors LLC | 32,528 | $1.67M | 0.0% | -3.9% | 0.249% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 13,996 | $719K | 0.1% | +95.9% | 0.107% | |
1/21/2025 | Echo Wealth Management LLC | 6,317 | $325K | 0.2% | +3.1% | 0.048% | |
1/21/2025 | Black Point Wealth Management | 7,280 | $374K | 0.4% | -3.6% | 0.056% | |
1/17/2025 | Mutual Advisors LLC | 7,740 | $402K | 0.0% | -2.5% | 0.059% | |
Real Americans Don’t Wait on Wall Street’s Next Move (Ad) What's happening in the markets right now should concern every freedom-loving American who's worked hard and saved smart.
Your 401(k) doesn't deserve to be dragged through the mud by tariffs, trade wars, reckless spending, and political standoffs.
And you don't have to stand by while Wall Street plays roulette with your future. The Golden Path to Retirement gives you the whole story. |
1/16/2025 | McCarthy & Cox | 239,599 | $12.31M | 4.3% | -1.0% | 1.832% | |
1/15/2025 | Ameritas Advisory Services LLC | 26,486 | $1.36M | 0.0% | -50.5% | 0.202% | |
1/15/2025 | Arkadios Wealth Advisors | 18,110 | $930K | 0.1% | N/A | 0.138% | |
1/15/2025 | Merit Financial Group LLC | 6,022 | $309K | 0.0% | N/A | 0.046% | |
1/14/2025 | Signal Advisors Wealth LLC | 66,740 | $3.43M | 0.4% | +417.3% | 0.510% | |
1/13/2025 | Fragasso Financial Advisors Inc | 66,255 | $3.40M | 0.3% | -0.9% | 0.507% | |
1/13/2025 | Brookstone Capital Management | 19,193 | $986K | 0.0% | +23.7% | 0.147% | |
12/26/2024 | JPMorgan Chase & Co. | 11,931 | $603K | 0.0% | +30.6% | 0.091% | |
12/16/2024 | SMART Wealth LLC | 5,076 | $256K | 0.1% | -97.0% | 0.039% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 12,451 | $627K | 0.0% | -8.8% | 0.095% | |