| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 8,555 | $300K | 0.0% | +49.6% | 0.136% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 13,570 | $476K | 0.2% | N/A | 0.239% | |
| 3/5/2025 | Castle Rock Wealth Management LLC | 45,086 | $1.62M | 0.4% | -6.5% | 0.794% | |
| 2/17/2025 | CoreCap Advisors LLC | 6,956 | $244K | 0.0% | N/A | 0.260% | |
| 2/17/2025 | Cetera Investment Advisers | 36,809 | $1.29M | 0.0% | +19.2% | 1.373% | |
| 2/17/2025 | Citadel Advisors LLC | 17,406 | $611K | 0.0% | N/A | 0.649% | |
| 2/14/2025 | Berger Financial Group Inc | 78,104 | $2.74M | 0.2% | +345.5% | 2.914% | |
| 2/14/2025 | MGO One Seven LLC | 7,029 | $247K | 0.0% | -92.9% | 0.262% | |
| 2/14/2025 | IHT Wealth Management LLC | 28,470 | $999K | 0.0% | N/A | 1.062% | |
| 2/13/2025 | NewEdge Advisors LLC | 44,727 | $1.57M | 0.0% | -16.2% | 1.669% | |
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| 2/13/2025 | CreativeOne Wealth LLC | 5,830 | $205K | 0.0% | N/A | 0.218% | |
| 2/13/2025 | SageView Advisory Group LLC | 13,238 | $465K | 0.0% | N/A | 0.494% | |
| 2/13/2025 | Raymond James Financial Inc. | 26,414 | $927K | 0.0% | N/A | 0.986% | |
| 2/13/2025 | Advisory Services Network LLC | 37,138 | $1.30M | 0.0% | +110.6% | 1.386% | |
| 2/13/2025 | Trek Financial LLC | 25,349 | $889K | 0.1% | +70.3% | 0.946% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 29,775 | $1.05M | 0.0% | +109.7% | 1.111% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 51,481 | $1.81M | 0.1% | -1.2% | 1.921% | |
| 2/12/2025 | AssuredPartners Investment Advisors LLC | 8,824 | $310K | 0.1% | N/A | 0.329% | |
| 2/12/2025 | PKS Advisory Services LLC | 42,197 | $1.48M | 0.4% | N/A | 1.575% | |
| 2/11/2025 | WorthPointe LLC | 6,789 | $238K | 0.1% | N/A | 0.253% | |
| 2/11/2025 | LPL Financial LLC | 24,155 | $848K | 0.0% | +17.2% | 0.901% | |
| 2/10/2025 | IMG Wealth Management Inc. | 10,200 | $358K | 0.3% | N/A | 0.381% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 124,963 | $4.39M | 0.0% | +33.3% | 4.663% | |
| 2/7/2025 | Novus Advisors LLC | 6,310 | $221K | 0.2% | N/A | 0.235% | |
| 2/6/2025 | Raymond James Financial Inc. | 26,414 | $927K | 0.0% | N/A | 0.986% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 10,264 | $360K | 0.0% | -5.3% | 0.383% | |
| 2/6/2025 | Bravias Capital Group LLC | 16,862 | $601K | 0.5% | N/A | 0.629% | |
| 2/5/2025 | Maia Wealth LLC | 13,843 | $492K | 0.1% | N/A | 0.517% | |
| 2/5/2025 | Allegiance Financial Group Advisory Services LLC | 15,298 | $537K | 0.2% | N/A | 0.571% | |
| 2/5/2025 | Kellett Wealth Advisors LLC | 54,858 | $1.93M | 1.3% | N/A | 2.047% | |
| 2/4/2025 | IFP Advisors Inc | 2,104 | $74K | 0.0% | +23.5% | 0.079% | |
| 2/4/2025 | WealthShield Partners LLC | 20,019 | $702K | 0.1% | +2,870.2% | 0.747% | |
| 1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 109,782 | $3.85M | 0.1% | +13.7% | 4.096% | |
| 1/31/2025 | Truist Financial Corp | 60,260 | $2.12M | 0.0% | +33.1% | 2.249% | |
| 1/30/2025 | Lakeridge Wealth Management LLC | 19,152 | $672K | 0.3% | -5.0% | 0.715% | |
| 1/30/2025 | Bright Futures Wealth Management LLC. | 53,613 | $1.91M | 1.7% | N/A | 2.000% | |
| 1/29/2025 | Sovran Advisors LLC | 256,527 | $8.97M | 1.3% | N/A | 9.572% | |
| 1/27/2025 | Stratos Wealth Advisors LLC | 10,000 | $351K | 0.0% | N/A | 0.373% | |
| 1/24/2025 | Spire Wealth Management | 80,584 | $2.83M | 0.1% | +95.8% | 3.007% | |
| 1/23/2025 | Donald L. Hagan LLC | 106,452 | $3.74M | 1.9% | N/A | 3.972% | |
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| 1/23/2025 | Strategic Blueprint LLC | 37,771 | $1.33M | 0.1% | +13.4% | 1.409% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 6,367 | $223K | 0.0% | N/A | 0.238% | |
| 1/22/2025 | Cornerstone Wealth Group LLC | 6,687 | $235K | 0.0% | N/A | 0.250% | |
| 1/21/2025 | KFG Wealth Management LLC | 75,082 | $2.64M | 0.5% | +40.7% | 2.802% | |
| 1/21/2025 | Encompass More Asset Management | 163,044 | $5.72M | 1.9% | N/A | 6.084% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 43,537 | $1.53M | 0.1% | N/A | 1.625% | |
| 1/15/2025 | Central Valley Advisors LLC | 46,825 | $1.64M | 0.7% | N/A | 1.747% | |
| 1/15/2025 | Fermata Advisors LLC | 28,892 | $1.01M | 0.2% | N/A | 1.078% | |
| 1/14/2025 | Accurate Wealth Management LLC | 6,733 | $236K | 0.0% | N/A | 0.251% | |
| 1/13/2025 | Brookstone Capital Management | 955,217 | $33.52M | 0.5% | +780.7% | 35.642% | |
| 1/10/2025 | Sugarloaf Wealth Management LLC | 4,400 | $154K | 0.0% | +14.3% | 0.164% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 52,109 | $1.82M | 0.2% | -4.6% | 1.944% | |
| 11/15/2024 | MML Investors Services LLC | 24,823 | $869K | 0.0% | -8.0% | 0.926% | |
| 11/15/2024 | Jane Street Group LLC | 17,061 | $597K | 0.0% | -32.8% | 0.637% | |
| 11/15/2024 | Wolverine Trading LLC | 15,583 | $545K | 0.0% | +67.3% | 0.581% | |
| 11/15/2024 | HighTower Advisors LLC | 24,216 | $846K | 0.0% | -27.0% | 0.904% | |
| 11/6/2024 | Archer Investment Corp | 3,956 | $138K | 0.0% | -77.5% | 0.148% | |
| 10/25/2024 | Strategic Blueprint LLC | 33,307 | $1.17M | 0.1% | -10.8% | 1.243% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 5,720 | $200K | 0.0% | N/A | 0.213% | |
| 10/9/2024 | Castle Rock Wealth Management LLC | 48,209 | $1.69M | 0.4% | -6.1% | 1.799% | |
| 10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 96,569 | $3.38M | 0.3% | +7.6% | 3.603% | |
| 10/8/2024 | Brookstone Capital Management | 108,465 | $3.80M | 0.1% | -0.5% | 4.047% | |
| 8/22/2024 | Cetera Investment Advisers | 29,761 | $1.02M | 0.0% | -17.4% | 1.110% | |
| 8/16/2024 | NewEdge Advisors LLC | 52,901 | $1.81M | 0.0% | -14.2% | 1.974% | |
| 8/13/2024 | AE Wealth Management LLC | 13,974 | $479K | 0.0% | -4.6% | 0.521% | |
| 8/7/2024 | MGO One Seven LLC | 115,312 | $3.95M | 0.2% | -23.5% | 4.303% | |
| 8/2/2024 | Archer Investment Corp | 17,613 | $604K | 0.2% | -8.4% | 0.657% | |
| 8/2/2024 | Octavia Wealth Advisors LLC | 26,355 | $904K | 0.1% | +3.2% | 0.983% | |
| 7/31/2024 | Spire Wealth Management | 42,214 | $1.45M | 0.1% | -11.0% | 1.575% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 118,032 | $4.05M | 0.0% | +4.4% | 4.404% | |
| 7/20/2024 | Milestone Asset Management LLC | 97,110 | $3.33M | 0.8% | -7.5% | 3.624% | |
| 7/19/2024 | KFG Wealth Management LLC | 63,539 | $2.18M | 0.9% | -1.4% | 2.371% | |
| 7/18/2024 | Brookstone Capital Management | 109,048 | $3.76M | 0.1% | -80.7% | 4.069% | |
| 7/18/2024 | Triad Wealth Partners LLC | 992 | $34K | 0.0% | N/A | 0.037% | |
| 5/24/2024 | Cetera Advisors LLC | 25,446 | $850K | 0.0% | +27.0% | 0.949% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 42,608 | $1.42M | 0.2% | -14.0% | 1.590% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 113,098 | $3.78M | 0.0% | -5.2% | 4.220% | |
| 4/23/2024 | Milestone Asset Management LLC | 105,017 | $3.51M | 1.0% | -0.5% | 3.890% | |
| 4/23/2024 | Accurate Wealth Management LLC | 7,177 | $235K | 0.1% | N/A | 0.266% | |
| 4/19/2024 | KFG Wealth Management LLC | 64,461 | $2.15M | 0.9% | -4.7% | 2.387% | |
| 4/15/2024 | Brookstone Capital Management | 565,820 | $18.91M | 0.3% | +6.1% | 20.956% | |
| 2/16/2024 | SageView Advisory Group LLC | 407,848 | $13.07M | 0.4% | N/A | 16.120% | |
| 2/15/2024 | Garden State Investment Advisory Services LLC | 25,380 | $813K | 0.3% | N/A | 1.003% | |
| 2/14/2024 | MGO One Seven LLC | 146,057 | $4.68M | 0.3% | +3.8% | 5.773% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 10,834 | $347K | 0.0% | N/A | 0.428% | |
| 2/9/2024 | Advisory Services Network LLC | 17,513 | $561K | 0.0% | N/A | 0.692% | |
| 2/9/2024 | SageView Advisory Group LLC | 407,848 | $13.07M | 0.4% | N/A | 16.120% | |
| 2/8/2024 | Foundations Investment Advisors LLC | 98,010 | $3.19M | 0.1% | -3.1% | 3.874% | |
| 2/7/2024 | Berger Financial Group Inc | 25,506 | $817K | 0.1% | +137.1% | 1.008% | |
| 2/6/2024 | Spire Wealth Management | 47,437 | $1.53M | 0.1% | +2,332.7% | 1.875% | |
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Trump has made it clear his tariffs are coming, and that the market will get worse before it gets better.
Luckily, our FREE Presidential Transition Guide details exactly what will happen in the next 100 days, and how to protect your hard-earned savings during these times.
Don't wait for the next crash to wipe you out. Act now. Get Your FREE Presidential Transition Guide Today |
| 2/2/2024 | Truist Financial Corp | 50,493 | $1.62M | 0.0% | +15.0% | 1.996% | |
| 1/31/2024 | KFG Wealth Management LLC | 67,625 | $2.17M | 1.0% | -34.4% | 2.673% | |
| 1/31/2024 | Archer Investment Corp | 20,047 | $642K | 0.2% | -49.8% | 0.792% | |
| 1/29/2024 | Compass Advisory Group LLC | 9,716 | $311K | 0.1% | -23.7% | 0.384% | |
| 1/23/2024 | Milestone Asset Management LLC | 105,573 | $3.38M | 1.1% | -2.9% | 4.173% | |
| 1/23/2024 | WealthShield Partners LLC | 1,106 | $35K | 0.0% | N/A | 0.044% | |
| 1/17/2024 | Atticus Wealth Management LLC | 4,415 | $141K | 0.0% | -81.2% | 0.175% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 14,141 | $453K | 0.0% | +23.5% | 0.559% | |
| 1/11/2024 | Brookstone Capital Management | 533,363 | $17.09M | 0.4% | +329.9% | 21.082% | |
| 1/11/2024 | Ausdal Financial Partners Inc. | 8,902 | $285K | 0.0% | N/A | 0.352% | |
