4/15/2025 | Zhang Financial LLC | 34,113 | $2.64M | 0.1% | +1.5% | 0.348% | |
4/14/2025 | Farther Finance Advisors LLC | 12,963 | $1.00M | 0.0% | -14.9% | 0.132% | |
4/14/2025 | Sentinel Pension Advisors LLC | 585,167 | $45.27M | 8.3% | +1.9% | 5.971% | |
4/11/2025 | RPOA Advisors Inc. | 4,484,850 | $346.95M | 9.4% | +10.8% | 45.764% | |
2/18/2025 | Glen Eagle Advisors LLC | 7,620 | $552K | 0.1% | -11.5% | 0.089% | |
2/17/2025 | Cetera Investment Advisers | 18,181 | $1.32M | 0.0% | +7.3% | 0.211% | |
2/17/2025 | Citadel Advisors LLC | 5,613 | $407K | 0.0% | +91.1% | 0.065% | |
2/17/2025 | Bank of America Corp DE | 12,161 | $881K | 0.0% | -5.9% | 0.141% | |
2/14/2025 | Jane Street Group LLC | 48,875 | $3.54M | 0.0% | +252.4% | 0.568% | |
2/14/2025 | Integrated Wealth Concepts LLC | 607,261 | $43.98M | 0.5% | +33.2% | 7.061% | |
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2/14/2025 | MGO One Seven LLC | 459,693 | $33.30M | 1.3% | +24.1% | 5.345% | |
2/14/2025 | Transce3nd LLC | 351 | $25K | 0.0% | N/A | 0.004% | |
2/13/2025 | Bessemer Group Inc. | 1,463 | $106K | 0.0% | N/A | 0.017% | |
2/13/2025 | Raymond James Financial Inc. | 13,376 | $969K | 0.0% | N/A | 0.156% | |
2/13/2025 | Cerity Partners LLC | 9,652 | $699K | 0.0% | +74.8% | 0.112% | |
2/13/2025 | Envestnet Asset Management Inc. | 14,573 | $1.06M | 0.0% | +5.1% | 0.169% | |
2/11/2025 | LPL Financial LLC | 97,362 | $7.05M | 0.0% | +30.2% | 1.132% | |
2/11/2025 | Whittier Trust Co. | 535 | $39K | 0.0% | N/A | 0.006% | |
2/10/2025 | Flagship Wealth Advisors LLC | 6,447 | $467K | 0.3% | N/A | 0.075% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 161,081 | $11.67M | 0.9% | N/A | 1.873% | |
2/10/2025 | Commonwealth Equity Services LLC | 16,059 | $1.16M | 0.0% | +167.7% | 0.187% | |
2/10/2025 | Farther Finance Advisors LLC | 15,241 | $1.10M | 0.0% | -18.2% | 0.177% | |
2/6/2025 | Raymond James Financial Inc. | 13,376 | $969K | 0.0% | N/A | 0.156% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 4,399 | $319K | 0.0% | -4.9% | 0.051% | |
2/4/2025 | Bank of New York Mellon Corp | 308,966 | $22.38M | 0.0% | +13.5% | 3.593% | |
1/31/2025 | Treasure Coast Financial Planning | 26,164 | $1.90M | 1.2% | +10.9% | 0.304% | |
1/30/2025 | Principal Securities Inc. | 5,384 | $390K | 0.0% | +5.6% | 0.063% | |
1/28/2025 | Advisory Resource Group | 76,468 | $5.54M | 1.2% | +15.5% | 0.889% | |
1/23/2025 | Alta Wealth Advisors LLC | 13,750 | $996K | 0.4% | N/A | 0.160% | |
1/15/2025 | Arkadios Wealth Advisors | 12,682 | $919K | 0.1% | -10.6% | 0.147% | |
1/15/2025 | RPOA Advisors Inc. | 4,046,888 | $293.12M | 7.9% | +1.2% | 47.057% | |
1/13/2025 | Sentinel Pension Advisors Inc. | 574,379 | $41.60M | 7.7% | +4.1% | 6.679% | |
11/25/2024 | Sanctuary Advisors LLC | 2,761 | $205K | 0.0% | N/A | 0.032% | |
11/20/2024 | Advisory Resource Group | 66,201 | $5.24M | 1.1% | +6.4% | 0.770% | |
11/15/2024 | MML Investors Services LLC | 3,051 | $242K | 0.0% | N/A | 0.035% | |
11/15/2024 | Jane Street Group LLC | 13,871 | $1.10M | 0.0% | -76.9% | 0.161% | |
11/15/2024 | Integrated Wealth Concepts LLC | 455,934 | $36.10M | 0.4% | -2.6% | 5.302% | |
11/13/2024 | FMR LLC | 739 | $59K | 0.0% | +26.5% | 0.009% | |
11/12/2024 | Cerity Partners LLC | 5,522 | $437K | 0.0% | N/A | 0.064% | |
11/5/2024 | Total Investment Management Inc. | 731,218 | $57.89M | 6.5% | +10.9% | 8.503% | |
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10/29/2024 | Farther Finance Advisors LLC | 18,639 | $1.48M | 0.1% | -18.3% | 0.217% | |
10/24/2024 | Arkadios Wealth Advisors | 14,178 | $1.12M | 0.1% | +4.7% | 0.165% | |
10/16/2024 | Sentinel Pension Advisors Inc. | 551,986 | $43.70M | 8.4% | +3.3% | 6.418% | |
10/15/2024 | Zhang Financial LLC | 33,514 | $2.65M | 0.2% | -2.4% | 0.390% | |
10/7/2024 | RPOA Advisors Inc. | 3,997,165 | $316.46M | 8.4% | +6.2% | 46.479% | |
8/22/2024 | Cetera Investment Advisers | 15,974 | $1.19M | 0.0% | +56.5% | 0.186% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 6,400 | $476K | 0.0% | +2,315.1% | 0.074% | |
8/7/2024 | MGO One Seven LLC | 363,086 | $27.02M | 1.3% | N/A | 4.222% | |
8/7/2024 | Total Investment Management Inc. | 659,342 | $49.07M | 6.5% | +2.0% | 7.667% | |
7/31/2024 | Farther Finance Advisors LLC | 22,800 | $1.68M | 0.1% | -5.5% | 0.265% | |
7/31/2024 | Commonwealth Equity Services LLC | 2,862 | $213K | 0.0% | N/A | 0.033% | |
7/29/2024 | Arkadios Wealth Advisors | 13,537 | $1.01M | 0.1% | N/A | 0.157% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 23,400 | $1.74M | 0.0% | +16.9% | 0.272% | |
7/26/2024 | Bank of New York Mellon Corp | 268,642 | $19.99M | 0.0% | +6.4% | 3.124% | |
7/24/2024 | Advisory Resource Group | 62,223 | $4.63M | 1.0% | -5.3% | 0.724% | |
7/20/2024 | Zhang Financial LLC | 34,340 | $2.56M | 0.2% | -0.6% | 0.399% | |
7/13/2024 | RPOA Advisors Inc. | 3,762,731 | $280.01M | 7.9% | -4.9% | 43.753% | |
7/9/2024 | Mather Group LLC. | 337 | $26K | 0.0% | N/A | 0.004% | |
7/2/2024 | Marcum Wealth LLC | 3,424 | $255K | 0.0% | N/A | 0.040% | |
5/17/2024 | Advisory Resource Group | 65,727 | $4.97M | 1.1% | +1.2% | 0.764% | |
5/15/2024 | Flow Traders U.S. LLC | 67,940 | $5.14M | 0.3% | +103.7% | 0.790% | |
5/14/2024 | Sentinel Pension Advisors Inc. | 513,491 | $38.83M | 8.3% | +6.7% | 5.971% | |
5/10/2024 | Rodgers & Associates LTD | 2,860 | $216K | 0.0% | N/A | 0.033% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 20,014 | $1.51M | 0.0% | N/A | 0.238% | |
4/16/2024 | Total Investment Management Inc. | 646,414 | $48.88M | 6.1% | +1.0% | 9.437% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 3,351 | $239K | 0.0% | N/A | 0.049% | |
2/7/2024 | Principal Securities Inc. | 4,882 | $349K | 0.0% | N/A | 0.071% | |
2/6/2024 | Lincoln National Corp | 20,974 | $1.50M | 0.0% | N/A | 0.306% | |
2/2/2024 | Total Investment Management Inc. | 640,175 | $45.75M | 5.8% | +4.5% | 9.346% | |
2/1/2024 | Treasure Coast Financial Planning | 24,214 | $1.73M | 1.2% | +5.6% | 0.353% | |
1/31/2024 | Zhang Financial LLC | 34,468 | $2.46M | 0.2% | -2.7% | 0.503% | |
1/26/2024 | Keener Financial Planning LLC | 633 | $45K | 0.0% | N/A | 0.009% | |
1/18/2024 | Blue Trust Inc. | 1,904 | $124K | 0.0% | N/A | 0.028% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 4,831 | $345K | 0.0% | +4.3% | 0.071% | |
1/11/2024 | Advisory Resource Group | 64,965 | $4.64M | 1.2% | +1.9% | 0.948% | |
1/4/2024 | Compass Wealth Management LLC | 1,164 | $83K | 0.0% | N/A | 0.017% | |
12/5/2023 | Advisory Resource Group | 63,734 | $4.16M | 1.1% | +1.9% | 0.930% | |
11/15/2023 | Integrated Wealth Concepts LLC | 519,664 | $33.91M | 0.6% | +3.7% | 7.586% | |
10/24/2023 | Total Investment Management Inc. | 612,502 | $39.97M | 5.7% | +12.7% | 8.942% | |
10/24/2023 | Bank of New York Mellon Corp | 250,692 | $16.36M | 0.0% | -33.9% | 3.660% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 4,631 | $302K | 0.0% | +13.4% | 0.068% | |
10/23/2023 | Sentinel Pension Advisors Inc. | 454,476 | $29.66M | 7.2% | -0.1% | 6.635% | |
10/11/2023 | Zhang Financial LLC | 35,425 | $2.31M | 0.2% | -4.3% | 0.517% | |
10/11/2023 | Geneos Wealth Management Inc. | 827 | $54K | 0.0% | +70.5% | 0.012% | |
9/12/2023 | Farther Finance Advisors LLC | 27,993 | $1.94M | 0.4% | +40.7% | 0.409% | |
8/9/2023 | Flow Traders U.S. LLC | 92,974 | $6.43M | 0.3% | -67.3% | 1.357% | |
8/8/2023 | Geneos Wealth Management Inc. | 485 | $34K | 0.0% | -47.8% | 0.007% | |
8/3/2023 | Bank of New York Mellon Corp | 378,978 | $26.22M | 0.0% | -2.4% | 5.699% | |
7/31/2023 | LPL Financial LLC | 16,905 | $1.17M | 0.0% | +22.7% | 0.254% | |
7/21/2023 | Treasure Coast Financial Planning | 23,010 | $1.59M | 1.1% | +11.8% | 0.346% | |
Trump to unlock 15-figure fortune for America (May 3rd) ? (Ad) We were shown this map by former Presidential Advisor, Jim Rickards, one of the most politically connected men in America.
Rickards has spent his fifty-year career in the innermost circles of the U.S. government and banking.
And he believes Trump could soon release this frozen asset to the public.
 But something even more spectacular is bound to happen. And those who know what to expect could make |
7/18/2023 | Zhang Financial LLC | 37,019 | $2.55M | 0.3% | -10.0% | 0.557% | |
7/18/2023 | Sentinel Pension Advisors Inc. | 455,112 | $31.48M | 7.6% | +1.6% | 6.844% | |
7/11/2023 | Advisory Resource Group | 62,542 | $4.33M | 1.2% | -3.0% | 0.940% | |
7/6/2023 | Total Investment Management Inc. | 543,373 | $37.59M | 4.9% | +76.3% | 8.171% | |
5/15/2023 | Flow Traders U.S. LLC | 284,001 | $19.06M | 0.8% | N/A | 4.271% | |
5/11/2023 | Zhang Financial LLC | 41,123 | $2.76M | 0.3% | -13.2% | 0.618% | |
5/9/2023 | Bank of New York Mellon Corp | 388,448 | $26.07M | 0.0% | +1.2% | 5.841% | |
5/4/2023 | Treasure Coast Financial Planning | 20,575 | $1.38M | 1.0% | -6.3% | 0.807% | |
5/3/2023 | Integrated Wealth Concepts LLC | 571,791 | $38.37M | 0.8% | +25.6% | 22.423% | |
4/28/2023 | Sentinel Pension Advisors Inc. | 447,798 | $29.90M | 7.6% | -3.8% | 17.561% | |