| 2/17/2025 | Focus Partners Wealth | 5,000 | $200K | 0.0% | N/A | 0.169% | |
| 2/17/2025 | Cetera Investment Advisers | 7,969 | $319K | 0.0% | -11.1% | 0.270% | |
| 2/17/2025 | Citadel Advisors LLC | 19,585 | $784K | 0.0% | +169.8% | 0.664% | |
| 2/17/2025 | Bank of America Corp DE | 99,764 | $4.00M | 0.0% | -5.6% | 3.382% | |
| 2/17/2025 | BNP Paribas | 2,100 | $84K | 0.0% | N/A | 0.071% | |
| 2/14/2025 | Prosperity Consulting Group LLC | 7,393 | $296K | 0.0% | +23.0% | 0.251% | |
| 2/14/2025 | IHT Wealth Management LLC | 71,838 | $2.88M | 0.1% | -23.1% | 2.435% | |
| 2/14/2025 | Stifel Financial Corp | 10,716 | $429K | 0.0% | -4.2% | 0.363% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 6,082 | $244K | 0.0% | -21.6% | 0.206% | |
| 2/13/2025 | Raymond James Financial Inc. | 17,493 | $700K | 0.0% | N/A | 0.593% | |
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| 2/13/2025 | Advisory Services Network LLC | 5,504 | $220K | 0.0% | N/A | 0.187% | |
| 2/13/2025 | Wells Fargo & Company MN | 25,497 | $1.02M | 0.0% | -12.0% | 0.864% | |
| 2/11/2025 | LPL Financial LLC | 91,305 | $3.66M | 0.0% | -15.8% | 3.095% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 20,919 | $838K | 0.0% | +19.7% | 0.709% | |
| 2/7/2025 | PFG Advisors | 10,321 | $413K | 0.0% | -2.9% | 0.350% | |
| 2/6/2025 | Bellevue Asset Management LLC | 1,212 | $48K | 0.0% | -16.5% | 0.041% | |
| 2/6/2025 | Raymond James Financial Inc. | 17,493 | $700K | 0.0% | N/A | 0.593% | |
| 2/6/2025 | Jones Financial Companies Lllp | 1,200 | $48K | 0.0% | +105.1% | 0.041% | |
| 1/31/2025 | Global Retirement Partners LLC | 1,287 | $52K | 0.0% | +366.3% | 0.044% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 13,464 | $539K | 0.0% | -21.6% | 0.456% | |
| 1/30/2025 | Valmark Advisers Inc. | 5,132 | $205K | 0.0% | -20.0% | 0.174% | |
| 11/18/2024 | Asset Allocation Strategies LLC | 4,870 | $226K | 0.1% | -26.2% | 0.154% | |
| 11/15/2024 | MML Investors Services LLC | 6,858 | $319K | 0.0% | -5.4% | 0.217% | |
| 11/15/2024 | Stifel Financial Corp | 11,191 | $520K | 0.0% | -2.2% | 0.354% | |
| 11/15/2024 | IHT Wealth Management LLC | 93,419 | $4.33M | 0.1% | +61.7% | 2.956% | |
| 11/4/2024 | Jaffetilchin Investment Partners LLC | 19,598 | $911K | 0.1% | N/A | 0.620% | |
| 8/19/2024 | EP Wealth Advisors LLC | 4,703 | $202K | 0.0% | -14.0% | 0.146% | |
| 7/31/2024 | Asset Allocation Strategies LLC | 6,597 | $284K | 0.1% | +11.4% | 0.205% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 18,310 | $787K | 0.0% | -3.8% | 0.569% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 44,433 | $1.91M | 0.0% | +1.1% | 1.380% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 18,467 | $793K | 0.0% | -17.4% | 0.574% | |
| 5/24/2024 | Cetera Advisors LLC | 6,816 | $300K | 0.0% | N/A | 0.202% | |
| 4/30/2024 | Private Advisor Group LLC | 27,242 | $1.20M | 0.0% | +297.1% | 0.804% | |
| 4/30/2024 | Beam Wealth Advisors Inc. | 7,337 | $323K | 0.2% | -4.2% | 0.216% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 19,043 | $837K | 0.0% | -2.1% | 0.562% | |
| 4/25/2024 | Armor Investment Advisors LLC | 579 | $25K | 0.0% | N/A | 0.017% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 43,929 | $1.93M | 0.0% | -4.2% | 1.296% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 4,741 | $208K | 0.0% | N/A | 0.138% | |
| 2/14/2024 | Connectus Wealth LLC | 256,452 | $10.04M | 0.2% | -0.8% | 7.655% | |
| 2/9/2024 | Advisory Services Network LLC | 4,449 | $174K | 0.0% | N/A | 0.133% | |
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| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 45,872 | $1.80M | 0.0% | -17.2% | 1.369% | |
| 2/6/2024 | Private Advisor Group LLC | 6,861 | $269K | 0.0% | -17.7% | 0.205% | |
| 2/2/2024 | Valmark Advisers Inc. | 5,967 | $234K | 0.0% | -6.6% | 0.178% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 17,722 | $694K | 0.0% | N/A | 0.487% | |
| 1/31/2024 | Beam Wealth Advisors Inc. | 7,659 | $300K | 0.2% | -22.6% | 0.210% | |
| 1/30/2024 | SFI Advisors LLC | 77,592 | $3.04M | 2.6% | -10.2% | 2.132% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 675 | $26K | 0.0% | -30.8% | 0.019% | |
| 1/24/2024 | Private Trust Co. NA | 676 | $26K | 0.0% | N/A | 0.019% | |
| 1/18/2024 | Global Retirement Partners LLC | 1,986 | $78K | 0.0% | -52.5% | 0.055% | |
| 1/17/2024 | SignalPoint Asset Management LLC | 24,264 | $949K | 0.3% | -3.1% | 0.670% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 17,559 | $687K | 0.0% | -5.3% | 0.485% | |
| 12/11/2023 | Sunbelt Securities Inc. | 12,836 | $431K | 0.1% | +391.2% | 0.340% | |
| 11/24/2023 | EP Wealth Advisors LLC | 5,466 | $184K | 0.0% | -67.8% | 0.145% | |
| 11/17/2023 | Asset Allocation Strategies LLC | 10,331 | $347K | 0.2% | +221.2% | 0.273% | |
| 11/15/2023 | Glenmede Trust Co. NA | 5,541 | $186K | 0.0% | +200.0% | 0.147% | |
| 11/14/2023 | Tower Research Capital LLC TRC | 29,853 | $1.00M | 0.0% | +428.6% | 0.790% | |
| 11/8/2023 | Valmark Advisers Inc. | 6,386 | $214K | 0.0% | +274.5% | 0.169% | |
| 11/3/2023 | Private Advisor Group LLC | 8,337 | $280K | 0.0% | +166.4% | 0.221% | |
| 10/30/2023 | SFI Advisors LLC | 86,370 | $2.90M | 2.8% | +814.2% | 2.267% | |
| 10/26/2023 | Beam Wealth Advisors Inc. | 9,894 | $332K | 0.2% | +154.9% | 0.260% | |
| 10/25/2023 | Bellevue Asset Management LLC | 1,452 | $49K | 0.0% | +200.0% | 0.038% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 18,534 | $622K | 0.0% | +109.5% | 0.486% | |
| 10/24/2023 | Raymond James & Associates | 6,134 | $206K | 0.0% | +162.7% | 0.161% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 55,369 | $1.86M | 0.0% | +167.0% | 1.453% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 22,847 | $767K | 0.0% | +157.1% | 0.600% | |
| 10/13/2023 | SignalPoint Asset Management LLC | 25,030 | $841K | 0.2% | +185.7% | 0.642% | |
| 10/13/2023 | PFG Advisors | 11,047 | $371K | 0.0% | +202.5% | 0.283% | |
| 10/13/2023 | Global Retirement Partners LLC | 4,182 | $135K | 0.0% | +156.6% | 0.107% | |
| 10/11/2023 | Geneos Wealth Management Inc. | 975 | $33K | 0.0% | +200.0% | 0.025% | |
| 10/11/2023 | AE Wealth Management LLC | 8,259 | $277K | 0.0% | +201.2% | 0.212% | |
| 10/10/2023 | National Bank of Canada FI | 900 | $29K | 0.0% | +200.0% | 0.023% | |
| 10/10/2023 | SOA Wealth Advisors LLC. | 1,335 | $45K | 0.0% | +200.0% | 0.034% | |
| 8/18/2023 | SFI Advisors LLC | 9,448 | $1.15M | 1.1% | -59.7% | 0.222% | |
| 8/11/2023 | O Shaughnessy Asset Management LLC | 409 | $50K | 0.0% | N/A | 0.010% | |
| 8/10/2023 | Kraematon Investment Advisors Inc. | 11,917 | $1.45M | 1.6% | -14.7% | 0.280% | |
| 8/10/2023 | Meitav Investment House Ltd. | 307 | $37K | 0.0% | -90.8% | 0.007% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 2,476 | $302K | 0.0% | -33.8% | 0.058% | |
| 8/9/2023 | Flow Traders U.S. LLC | 2,828 | $344K | 0.0% | N/A | 0.066% | |
| 8/4/2023 | Parallel Advisors LLC | 910 | $111K | 0.0% | +127.5% | 0.021% | |
| 8/3/2023 | Valmark Advisers Inc. | 1,705 | $208K | 0.0% | N/A | 0.040% | |
| 7/31/2023 | LPL Financial LLC | 35,167 | $4.28M | 0.0% | +1.5% | 0.826% | |
| 7/31/2023 | Brown Advisory Inc. | 1,948 | $237K | 0.0% | -59.2% | 0.046% | |
| 7/26/2023 | Beam Wealth Advisors Inc. | 3,882 | $473K | 0.3% | -75.9% | 0.090% | |
| 7/20/2023 | Ulland Investment Advisors LLC | 10,485 | $1.28M | 1.3% | -4.7% | 0.243% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 20,740 | $2.53M | 0.0% | -20.8% | 1.440% | |
| 7/12/2023 | SignalPoint Asset Management LLC | 8,760 | $1.07M | 0.3% | -3.0% | 0.608% | |
| 6/5/2023 | EP Wealth Advisors LLC | 6,928 | $906K | 0.0% | N/A | 0.459% | |
| 5/11/2023 | Cambridge Investment Research Advisors Inc. | 26,183 | $2.94M | 0.0% | -7.6% | 1.734% | |
| 5/11/2023 | Connectus Wealth LLC | 130,405 | $14.64M | 0.4% | +0.1% | 8.636% | |
| 5/11/2023 | Meitav Investment House Ltd. | 3,322 | $401K | 0.0% | -74.9% | 0.220% | |
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The reason why is a new, secretive move being carried out by the Fed that has nothing to do with lowering or raising interest rates... but could soon have an enormous impact on your wealth. Click here to see his new research now. |
| 5/10/2023 | Private Advisor Group LLC | 3,252 | $365K | 0.0% | N/A | 0.215% | |
| 5/10/2023 | Resources Investment Advisors LLC. | 4,867 | $546K | 0.0% | -30.7% | 0.322% | |
| 5/10/2023 | LPL Financial LLC | 34,639 | $3.89M | 0.0% | -6.1% | 2.294% | |
| 5/10/2023 | Cavalier Investments LLC | 44,812 | $5.03M | 2.1% | +6.2% | 2.968% | |
| 5/9/2023 | Tower Research Capital LLC TRC | 10,620 | $1.19M | 0.0% | +60.0% | 0.703% | |
| 5/9/2023 | Bellevue Asset Management LLC | 484 | $54K | 0.0% | -29.2% | 0.032% | |
| 5/8/2023 | Global Retirement Partners LLC | 1,580 | $191K | 0.0% | -19.5% | 0.105% | |
| 4/28/2023 | Ameritas Advisory Services LLC | 708 | $82K | 0.0% | N/A | 0.046% | |
| 4/28/2023 | SOA Wealth Advisors LLC. | 445 | $50K | 0.0% | +267.8% | 0.029% | |
| 4/26/2023 | Beam Wealth Advisors Inc. | 16,121 | $1.81M | 1.8% | +2.1% | 1.040% | |
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