4/23/2025 | SFG Wealth Management LLC. | 31,796 | $606K | 0.3% | N/A | 0.075% | |
4/23/2025 | Aurora Private Wealth Inc. | 37,169 | $709K | 0.0% | N/A | 0.087% | |
4/23/2025 | Eagle Strategies LLC | 50,788 | $969K | 0.2% | -4.0% | 0.119% | |
4/23/2025 | Continuum Advisory LLC | 62,881 | $1.20M | 0.2% | -6.8% | 0.148% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 230,445 | $4.40M | 0.0% | +2.6% | 0.542% | |
4/22/2025 | H&H Retirement Design & Management INC | 73,263 | $1.39M | 0.9% | -1.3% | 0.172% | |
4/17/2025 | Janney Montgomery Scott LLC | 12,812 | $244K | 0.0% | -8.8% | 0.030% | |
4/17/2025 | Morton Capital Management LLC CA | 262,123 | $5.00M | 1.0% | -0.4% | 0.617% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 363,582 | $6.93M | 0.0% | +22.8% | 0.855% | |
4/15/2025 | Focus Financial Network Inc. | 226,313 | $4.32M | 0.2% | +0.5% | 0.532% | |
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4/15/2025 | GAMMA Investing LLC | 1,792 | $34K | 0.0% | N/A | 0.004% | |
4/14/2025 | Capital Investment Advisors LLC | 58,474 | $1.12M | 0.0% | +1.6% | 0.138% | |
4/14/2025 | BCS Wealth Management | 28,506 | $544K | 0.1% | -11.2% | 0.067% | |
4/10/2025 | Breakwater Capital Group | 40,917 | $780K | 0.1% | -3.9% | 0.096% | |
4/10/2025 | Freedom Financial Partners LLC | 51,345 | $979K | 0.5% | -1.3% | 0.121% | |
4/10/2025 | Accel Wealth Management | 92,686 | $1.77M | 0.6% | +48.5% | 0.218% | |
4/9/2025 | Merit Financial Group LLC | 38,420 | $733K | 0.0% | -27.7% | 0.090% | |
4/7/2025 | GAMMA Investing LLC | 34,173 | $6.52M | 0.0% | N/A | 0.080% | |
3/21/2025 | Nestegg Advisors Inc. | 54,932 | $1.04M | 1.1% | N/A | 0.125% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 296,181 | $5.42M | 0.0% | +1,399.2% | 0.673% | |
3/6/2025 | Wood Tarver Financial Group LLC | 50,615 | $926K | 0.3% | N/A | 0.115% | |
2/24/2025 | H&H Retirement Design & Management INC | 74,230 | $1.43M | 0.9% | +3.4% | 0.169% | |
2/18/2025 | AAF Wealth Management LLC | 93,287 | $1.71M | 0.9% | -2.4% | 0.212% | |
2/18/2025 | Continuum Advisory LLC | 67,448 | $1.24M | 0.2% | -4.7% | 0.153% | |
2/17/2025 | Strategic Wealth Partners Ltd. | 951,747 | $18.38M | 1.6% | +1.4% | 2.163% | |
2/17/2025 | Cetera Investment Advisers | 122,132 | $2.24M | 0.0% | -2.8% | 0.278% | |
2/17/2025 | Cahill Financial Advisors Inc. | 234,859 | $4.30M | 0.6% | +0.4% | 0.534% | |
2/17/2025 | Captrust Financial Advisors | 13,111 | $240K | 0.0% | +8.5% | 0.030% | |
2/17/2025 | Bank of America Corp DE | 799,151 | $14.63M | 0.0% | +1.8% | 1.816% | |
2/17/2025 | BIP Wealth LLC | 24,500 | $449K | 0.0% | +9.9% | 0.056% | |
2/17/2025 | Ameriprise Financial Inc. | 776,490 | $14.22M | 0.0% | +7.1% | 1.765% | |
2/14/2025 | Eagle Strategies LLC | 52,927 | $969K | 0.2% | -25.1% | 0.120% | |
2/14/2025 | Capital Analysts LLC | 23,712 | $434K | 0.0% | +16.5% | 0.054% | |
2/14/2025 | Cheviot Value Management LLC | 85,037 | $1.56M | 0.3% | +28.5% | 0.193% | |
2/14/2025 | Susquehanna International Group LLP | 98,704 | $1.81M | 0.0% | -56.9% | 0.224% | |
2/14/2025 | Stifel Financial Corp | 26,035 | $477K | 0.0% | -3.1% | 0.059% | |
2/14/2025 | MML Investors Services LLC | 240,162 | $4.40M | 0.0% | +2.0% | 0.546% | |
2/13/2025 | Mariner LLC | 124,589 | $2.28M | 0.0% | +4.5% | 0.283% | |
2/13/2025 | Townsquare Capital LLC | 29,926 | $548K | 0.0% | +2.9% | 0.068% | |
2/13/2025 | Legacy Financial Advisors Inc. | 46,712 | $855K | 0.1% | +10.1% | 0.106% | |
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2/13/2025 | Raymond James Financial Inc. | 310,993 | $5.69M | 0.0% | N/A | 0.707% | |
2/13/2025 | Bank of Montreal Can | 5,106 | $93K | 0.0% | N/A | 0.012% | |
2/13/2025 | Envestnet Asset Management Inc. | 256,745 | $4.70M | 0.0% | -10.6% | 0.584% | |
2/13/2025 | Wells Fargo & Company MN | 1,971,970 | $36.11M | 0.0% | +28.7% | 4.482% | |
2/12/2025 | Riverchase Wealth Management LLC | 12,960 | $237K | 0.2% | N/A | 0.029% | |
2/11/2025 | LPL Financial LLC | 1,812,536 | $33.19M | 0.0% | -8.0% | 4.119% | |
2/10/2025 | Tocqueville Asset Management L.P. | 166,927 | $3.06M | 0.0% | N/A | 0.379% | |
2/10/2025 | GLOBALT Investments LLC GA | 39,704 | $727K | 0.0% | -2.3% | 0.090% | |
2/10/2025 | Commonwealth Equity Services LLC | 222,624 | $4.08M | 0.0% | +13.8% | 0.506% | |
2/10/2025 | Wintrust Investments LLC | 1,870 | $34K | 0.0% | -56.8% | 0.004% | |
2/10/2025 | Avantax Advisory Services Inc. | 49,705 | $910K | 0.0% | -1.6% | 0.113% | |
2/7/2025 | HighTower Advisors LLC | 189,412 | $3.47M | 0.0% | +0.3% | 0.430% | |
2/6/2025 | Raymond James Financial Inc. | 310,993 | $5.69M | 0.0% | N/A | 0.707% | |
2/6/2025 | Atria Investments Inc | 136,320 | $2.50M | 0.0% | +4.7% | 0.310% | |
2/6/2025 | Schechter Investment Advisors LLC | 10,274 | $188K | 0.0% | -9.1% | 0.023% | |
2/6/2025 | Jones Financial Companies Lllp | 247,113 | $4.53M | 0.0% | +78.7% | 0.562% | |
2/4/2025 | Genesis Wealth Advisors LLC | 10,710 | $196K | 0.2% | N/A | 0.024% | |
2/3/2025 | First Horizon Advisors Inc. | 166,826 | $3.06M | 0.1% | -24.9% | 0.379% | |
2/3/2025 | Sigma Planning Corp | 13,559 | $248K | 0.0% | -4.5% | 0.031% | |
2/3/2025 | Winebrenner Capital Management LLC | 48,462 | $887K | 0.7% | N/A | 0.110% | |
2/3/2025 | Parcion Private Wealth LLC | 66,069 | $1.21M | 0.1% | -10.8% | 0.150% | |
2/3/2025 | Private Advisor Group LLC | 57,931 | $1.06M | 0.0% | -13.2% | 0.132% | |
1/31/2025 | Sanctuary Advisors LLC | 143,312 | $2.74M | 0.0% | +2.5% | 0.326% | |
1/30/2025 | Aveo Capital Partners LLC | 32,732 | $599K | 0.1% | -43.5% | 0.074% | |
1/29/2025 | Stonebridge Financial Group LLC | 2,456 | $45K | 0.0% | N/A | 0.006% | |
1/28/2025 | Stephens Inc. AR | 13,517 | $247K | 0.0% | +12.3% | 0.031% | |
1/28/2025 | Kingsview Wealth Management LLC | 24,845 | $455K | 0.0% | -4.0% | 0.056% | |
1/27/2025 | GHP Investment Advisors Inc. | 1,673 | $31K | 0.0% | -29.9% | 0.004% | |
1/27/2025 | Oakworth Capital Inc. | 1,794 | $33K | 0.0% | N/A | 0.004% | |
1/27/2025 | Stratos Wealth Partners LTD. | 50,773 | $930K | 0.0% | +36.0% | 0.115% | |
1/23/2025 | Calton & Associates Inc. | 11,425 | $209K | 0.1% | N/A | 0.026% | |
1/22/2025 | Drive Wealth Management LLC | 29,926 | $548K | 0.1% | +2.9% | 0.068% | |
1/21/2025 | Flagship Harbor Advisors LLC | 15,407 | $282K | 0.0% | +14.4% | 0.035% | |
1/21/2025 | Accel Wealth Management | 62,422 | $1.14M | 0.4% | +1.6% | 0.141% | |
1/21/2025 | Silver Lake Advisory LLC | 351,697 | $6.44M | 2.8% | -4.3% | 0.794% | |
1/15/2025 | Merit Financial Group LLC | 53,157 | $973K | 0.0% | +21.2% | 0.120% | |
1/15/2025 | Kaye Capital Management | 1,009,551 | $18.49M | 8.4% | -0.2% | 2.283% | |
1/15/2025 | Morton Capital Management LLC CA | 263,108 | $4.82M | 0.9% | +140.2% | 0.595% | |
1/14/2025 | Breakwater Capital Group | 42,573 | $780K | 0.2% | -4.5% | 0.096% | |
1/13/2025 | BCS Wealth Management | 32,098 | $588K | 0.1% | -7.8% | 0.073% | |
12/26/2024 | JPMorgan Chase & Co. | 101,831 | $2.01M | 0.0% | +653.1% | 0.228% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 28,078 | $552K | 0.0% | -9.2% | 0.063% | |
11/25/2024 | Sanctuary Advisors LLC | 139,853 | $2.70M | 0.0% | +8.1% | 0.314% | |
11/15/2024 | High Falls Advisors Inc | 12,211 | $242K | 0.1% | -25.8% | 0.027% | |
11/15/2024 | Continuum Advisory LLC | 70,761 | $1.34M | 0.2% | +3.0% | 0.159% | |
11/15/2024 | MML Investors Services LLC | 235,390 | $4.66M | 0.0% | +0.7% | 0.528% | |
11/15/2024 | Jane Street Group LLC | 49,335 | $976K | 0.0% | -61.2% | 0.111% | |
11/15/2024 | Stifel Financial Corp | 26,867 | $531K | 0.0% | -15.6% | 0.060% | |
11/15/2024 | HighTower Advisors LLC | 188,849 | $3.73M | 0.0% | +0.9% | 0.424% | |
11/15/2024 | Cheviot Value Management LLC | 66,189 | $1.31M | 0.2% | -16.9% | 0.149% | |
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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 |
11/14/2024 | Flow Traders U.S. LLC | 124,128 | $2.46M | 0.1% | +495.5% | 0.279% | |
11/14/2024 | Captrust Financial Advisors | 12,079 | $239K | 0.0% | +8.8% | 0.027% | |
11/14/2024 | Rockefeller Capital Management L.P. | 14,361 | $284K | 0.0% | -4.6% | 0.032% | |
11/13/2024 | Townsquare Capital LLC | 29,082 | $575K | 0.0% | N/A | 0.065% | |
11/13/2024 | FMR LLC | 6,806 | $135K | 0.0% | +50.7% | 0.015% | |
11/8/2024 | First Horizon Advisors Inc. | 222,002 | $4.39M | 0.1% | -38.9% | 0.498% | |
11/7/2024 | GLOBALT Investments LLC GA | 40,627 | $804K | 0.0% | -2.6% | 0.091% | |
11/1/2024 | Atria Investments Inc | 130,154 | $2.57M | 0.0% | -10.3% | 0.292% | |
10/30/2024 | Balentine LLC | 2,406 | $48K | 0.0% | N/A | 0.005% | |
10/28/2024 | Focus Financial Network Inc. | 225,077 | $4.45M | 0.2% | -0.7% | 0.505% | |