1/21/2025 | Summit Investment Advisory Services LLC | 19,735 | $487K | 0.3% | +34.0% | 0.021% | |
1/21/2025 | Avaii Wealth Management LLC | 28,844 | $712K | 0.4% | +3.4% | 0.031% | |
1/21/2025 | Duncan Williams Asset Management LLC | 54,452 | $1.34M | 0.5% | +118.6% | 0.058% | |
1/21/2025 | Lantz Financial LLC | 471,769 | $11.64M | 3.1% | +8.4% | 0.506% | |
1/21/2025 | Cyndeo Wealth Partners LLC | 136,727 | $3.37M | 0.2% | +0.5% | 0.147% | |
1/21/2025 | Geneos Wealth Management Inc. | 2,806 | $69K | 0.0% | +81.3% | 0.003% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 83,719 | $2.07M | 0.1% | +2.2% | 0.090% | |
1/21/2025 | Eclectic Associates Inc. ADV | 1,274,618 | $31.45M | 9.3% | +2.6% | 1.368% | |
1/21/2025 | RFG Advisory LLC | 24,539 | $605K | 0.0% | N/A | 0.026% | |
1/21/2025 | McGlone Suttner Wealth Management Inc. | 660,958 | $16.31M | 2.7% | +31.6% | 0.709% | |
|
1/21/2025 | Cornerstone Wealth Management LLC | 46,930 | $1.16M | 0.1% | +7.0% | 0.050% | |
1/17/2025 | Endeavor Private Wealth Inc. | 44,389 | $1.10M | 1.0% | N/A | 0.048% | |
1/17/2025 | Bill Few Associates Inc. | 94,860 | $2.34M | 0.8% | +13.5% | 0.102% | |
1/17/2025 | Olistico Wealth LLC | 77,473 | $1.91M | 1.1% | +16.8% | 0.083% | |
1/17/2025 | Janney Montgomery Scott LLC | 1,071,837 | $26.44M | 0.1% | +4.7% | 1.150% | |
1/17/2025 | Daymark Wealth Partners LLC | 329,621 | $8.13M | 0.3% | -1.4% | 0.354% | |
1/17/2025 | Atomi Financial Group Inc. | 15,141 | $374K | 0.0% | +5.0% | 0.016% | |
1/17/2025 | Signature Resources Capital Management LLC | 6,903 | $170K | 0.2% | -19.3% | 0.007% | |
1/16/2025 | Pure Financial Advisors LLC | 9,142 | $226K | 0.0% | N/A | 0.010% | |
1/16/2025 | Koshinski Asset Management Inc. | 545,808 | $13.47M | 0.0% | +6.5% | 0.586% | |
1/16/2025 | Lincoln Capital LLC | 29,278 | $722K | 0.2% | -2.3% | 0.031% | |
1/15/2025 | Triangle Securities Wealth Management | 32,442 | $800K | 0.2% | +22.9% | 0.035% | |
1/15/2025 | Ameritas Advisory Services LLC | 137,876 | $3.40M | 0.1% | +5.5% | 0.148% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 219,009 | $5.40M | 0.2% | +9.6% | 0.235% | |
1/15/2025 | Procyon Advisors LLC | 88,656 | $2.19M | 0.1% | +1.9% | 0.095% | |
1/15/2025 | Capital Planning LLC | 71,508 | $1.76M | 0.5% | -1.6% | 0.077% | |
1/15/2025 | Inspirion Wealth Advisors LLC | 1,437,352 | $35.96M | 5.0% | +5.3% | 1.542% | |
1/14/2025 | ERn Financial LLC | 30,380 | $749K | 0.1% | N/A | 0.033% | |
1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 12,926 | $319K | 0.1% | +87.7% | 0.014% | |
1/14/2025 | Pines Wealth Management LLC | 38,270 | $946K | 0.4% | N/A | 0.041% | |
1/14/2025 | 180 Wealth Advisors LLC | 27,881 | $688K | 0.1% | +2.8% | 0.030% | |
1/13/2025 | AdvisorNet Financial Inc | 674,793 | $16.65M | 1.4% | +33.8% | 0.724% | |
1/13/2025 | Signet Financial Management LLC | 126,345 | $3.12M | 0.4% | -0.9% | 0.136% | |
1/13/2025 | Aprio Wealth Management LLC | 391,332 | $9.65M | 1.4% | +31.4% | 0.420% | |
1/10/2025 | ST Germain D J Co. Inc. | 9,699 | $239K | 0.0% | +14.3% | 0.010% | |
1/8/2025 | International Assets Investment Management LLC | 14,610 | $361K | 0.0% | -96.7% | 0.016% | |
1/6/2025 | Advance Capital Management Inc. | 12,138 | $299K | 0.0% | -20.7% | 0.013% | |
12/26/2024 | JPMorgan Chase & Co. | 278,732 | $7.52M | 0.0% | +6.0% | 0.299% | |
11/25/2024 | Sanctuary Advisors LLC | 170,811 | $4.37M | 0.0% | +388.5% | 0.183% | |
11/18/2024 | Main Line Retirement Advisors LLC | 524,865 | $14.16M | 9.7% | +5.0% | 0.563% | |
“Fed Proof” Your Bank Account with THESE 4 Simple Steps (Ad) Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide.
It will give them unprecedented powers to control your bank account. Learn these 4 simple steps and protect your savings before it’s too late. |
11/15/2024 | Continuum Advisory LLC | 62,144 | $1.58M | 0.2% | +11.0% | 0.067% | |
11/15/2024 | MML Investors Services LLC | 804,604 | $21.70M | 0.1% | +9.4% | 0.863% | |
11/15/2024 | Orion Portfolio Solutions LLC | 1,355,163 | $36.55M | 0.8% | -6.1% | 1.454% | |
11/15/2024 | Zacks Investment Management | 13,547 | $365K | 0.0% | +14.9% | 0.015% | |
11/15/2024 | Jane Street Group LLC | 296,222 | $7.99M | 0.0% | +64.4% | 0.318% | |
11/15/2024 | Stifel Financial Corp | 1,267,524 | $34.19M | 0.0% | -9.7% | 1.360% | |
11/15/2024 | Quantinno Capital Management LP | 11,517 | $311K | 0.0% | +46.0% | 0.012% | |
11/15/2024 | Investmark Advisory Group LLC | 104,624 | $2.82M | 1.4% | +5.0% | 0.112% | |
11/15/2024 | HighTower Advisors LLC | 538,773 | $14.53M | 0.0% | +1.8% | 0.578% | |
11/15/2024 | Benjamin Edwards Inc. | 50,307 | $1.36M | 0.0% | N/A | 0.054% | |
11/14/2024 | Captrust Financial Advisors | 9,184,315 | $247.70M | 0.7% | +10.5% | 9.854% | |
11/14/2024 | Rockefeller Capital Management L.P. | 38,069 | $1.03M | 0.0% | +1.4% | 0.041% | |
11/14/2024 | CWS Financial Advisors LLC | 30,517 | $823K | 0.3% | +18.4% | 0.033% | |
11/14/2024 | National Wealth Management Group LLC | 202,438 | $5.46M | 3.7% | +4.4% | 0.217% | |
11/13/2024 | D.A. Davidson & CO. | 553,593 | $14.93M | 0.1% | +7.5% | 0.594% | |
11/12/2024 | Cahill Financial Advisors Inc. | 513,325 | $13.84M | 1.9% | +4.8% | 0.551% | |
11/12/2024 | Cerity Partners LLC | 3,366,439 | $90.79M | 0.2% | +17.8% | 3.612% | |
11/12/2024 | Stonebrook Private Inc. | 20,761 | $560K | 0.1% | +2.6% | 0.022% | |
11/12/2024 | Mason Investment Advisory Services Inc. | 8,446 | $228K | 0.0% | +6.1% | 0.009% | |
11/8/2024 | Prospera Financial Services Inc | 9,357 | $252K | 0.0% | +15.6% | 0.010% | |
11/6/2024 | Natixis Advisors LLC | 28,756 | $776K | 0.0% | +2.8% | 0.031% | |
11/6/2024 | Vawter Financial Ltd. | 297,307 | $8.02M | 4.9% | +6.4% | 0.319% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 73,528 | $1.98M | 0.0% | +8.8% | 0.079% | |
11/6/2024 | OneDigital Investment Advisors LLC | 8,402 | $227K | 0.0% | N/A | 0.009% | |
11/6/2024 | Main Street Financial Solutions LLC | 181,316 | $4.89M | 0.4% | +164.0% | 0.195% | |
11/6/2024 | Oppenheimer & Co. Inc. | 82,938 | $2.24M | 0.0% | +9.8% | 0.089% | |
11/5/2024 | Simmons Bank | 10,362 | $279K | 0.0% | N/A | 0.011% | |
11/5/2024 | Souders Financial Advisors | 426,966 | $11.52M | 1.6% | -10.1% | 0.458% | |
11/5/2024 | Aptus Capital Advisors LLC | 70,913 | $1.91M | 0.0% | -3.8% | 0.076% | |
11/5/2024 | First Heartland Consultants Inc. | 9,395 | $253K | 0.0% | +13.9% | 0.010% | |
11/5/2024 | Harbour Investments Inc. | 28,575 | $771K | 0.0% | -12.2% | 0.031% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 24,309 | $656K | 0.0% | +12.0% | 0.026% | |
11/4/2024 | Colonial River Investments LLC | 8,212 | $221K | 0.1% | -5.7% | 0.009% | |
11/4/2024 | Round Rock Advisors LLC | 29,794 | $804K | 0.2% | -9.7% | 0.032% | |
11/4/2024 | Axxcess Wealth Management LLC | 343,123 | $9.25M | 0.2% | +2.5% | 0.368% | |
11/2/2024 | Transcendent Capital Group LLC | 47,336 | $1.28M | 0.7% | +1,453.5% | 0.051% | |
10/31/2024 | Sittner & Nelson LLC | 46,334 | $1.25M | 0.6% | +11.4% | 0.050% | |
10/31/2024 | Consolidated Planning Corp | 1,184,554 | $31.95M | 4.8% | +2.2% | 1.271% | |
10/31/2024 | Woodmont Investment Counsel LLC | 19,938 | $538K | 0.0% | +12.4% | 0.021% | |
10/30/2024 | Ameritas Advisory Services LLC | 130,725 | $3.53M | 0.2% | +17.1% | 0.140% | |
10/30/2024 | TKG Advisors LLC | 232,992 | $6.28M | 3.1% | +1.8% | 0.250% | |
10/29/2024 | Lodestone Wealth Management LLC | 108,264 | $2.92M | 1.4% | -5.5% | 0.116% | |
10/29/2024 | Confluence Wealth Services Inc. | 1,232,669 | $33.25M | 2.4% | +8.6% | 1.323% | |
10/29/2024 | Janney Montgomery Scott LLC | 1,024,151 | $27.62M | 0.1% | +8.4% | 1.099% | |
10/29/2024 | Royal Harbor Partners LLC | 293,271 | $7.91M | 3.1% | -51.2% | 0.315% | |
10/29/2024 | Fullcircle Wealth LLC | 43,337 | $1.14M | 0.5% | +18.6% | 0.046% | |
10/25/2024 | 1620 Investment Advisors Inc. | 995 | $27K | 0.0% | N/A | 0.001% | |
10/25/2024 | Lodestar Private Asset Management LLC | 17,691 | $477K | 0.1% | +8.9% | 0.019% | |
10/25/2024 | Valmark Advisers Inc. | 117,256 | $3.16M | 0.0% | +8.1% | 0.126% | |
10/25/2024 | Farmers & Merchants Investments Inc. | 11,350 | $306K | 0.0% | N/A | 0.012% | |
“Fed Proof” Your Bank Account with THESE 4 Simple Steps (Ad) Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide.
It will give them unprecedented powers to control your bank account. Learn these 4 simple steps and protect your savings before it’s too late. |
10/25/2024 | Worth Financial Advisory Group LLC | 139,087 | $3.75M | 2.2% | +3.1% | 0.149% | |
10/24/2024 | Barnes Pettey Financial Advisors LLC | 41,794 | $1.13M | 0.9% | +83.4% | 0.045% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 445,246 | $12.01M | 0.0% | +2.8% | 0.478% | |
10/23/2024 | Trueblood Wealth Management LLC | 41,070 | $1.11M | 0.6% | +32.6% | 0.044% | |
10/23/2024 | Financial Management Network Inc. | 438,308 | $11.77M | 2.5% | +8.0% | 0.470% | |
10/23/2024 | Signature Resources Capital Management LLC | 8,551 | $231K | 0.2% | +9.6% | 0.009% | |
10/22/2024 | International Assets Investment Management LLC | 447,379 | $120.66M | 0.0% | +2,376.5% | 0.480% | |
10/22/2024 | SOL Capital Management CO | 942,763 | $25.43M | 2.8% | +3.1% | 1.012% | |
10/22/2024 | Sterling Investment Counsel LLC | 604,377 | $16.30M | 5.8% | +1.6% | 0.648% | |
10/22/2024 | Private Advisor Group LLC | 1,007,307 | $27.17M | 0.2% | +45.3% | 1.081% | |