2/19/2025 | Columbia River Financial Group LLC | 284,363 | $9.94M | 6.8% | N/A | 2.222% | |
2/18/2025 | Note Advisors LLC | 6,349 | $222K | 0.2% | N/A | 0.050% | |
2/17/2025 | Cetera Investment Advisers | 87,752 | $3.07M | 0.0% | +1.1% | 0.686% | |
2/17/2025 | Baker Avenue Asset Management LP | 188,075 | $6.58M | 0.2% | +136.1% | 1.469% | |
2/17/2025 | Beverly Hills Private Wealth LLC | 12,714 | $444K | 0.1% | -56.6% | 0.099% | |
2/17/2025 | Bank of America Corp DE | 752,344 | $26.30M | 0.0% | -3.8% | 5.878% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 79,981 | $2.80M | 0.0% | +237.0% | 0.625% | |
2/14/2025 | Jane Street Group LLC | 134,743 | $4.71M | 0.0% | +36.7% | 1.053% | |
2/14/2025 | Comerica Bank | 25,587 | $895K | 0.0% | -3.1% | 0.200% | |
2/14/2025 | Capital Analysts LLC | 5,408 | $189K | 0.0% | +15.2% | 0.042% | |
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2/14/2025 | Susquehanna International Group LLP | 107,006 | $3.74M | 0.0% | +125.3% | 0.836% | |
2/14/2025 | Stifel Financial Corp | 127,664 | $4.46M | 0.0% | -3.8% | 0.997% | |
2/14/2025 | MML Investors Services LLC | 63,672 | $2.23M | 0.0% | +31.2% | 0.497% | |
2/14/2025 | Freedom Investment Management Inc. | 20,148 | $704K | 0.1% | +5.4% | 0.157% | |
2/13/2025 | Raymond James Financial Inc. | 43,206 | $1.51M | 0.0% | N/A | 0.338% | |
2/13/2025 | Invesco Ltd. | 39,848 | $1.39M | 0.0% | +1.4% | 0.311% | |
2/13/2025 | Envestnet Asset Management Inc. | 106,988 | $3.74M | 0.0% | -12.7% | 0.836% | |
2/13/2025 | Wells Fargo & Company MN | 261,037 | $9.13M | 0.0% | -1.7% | 2.039% | |
2/12/2025 | JPMorgan Chase & Co. | 17,353 | $607K | 0.0% | -34.2% | 0.136% | |
2/12/2025 | Bay Capital Advisors LLC | 6,409 | $224K | 0.2% | N/A | 0.050% | |
2/11/2025 | LPL Financial LLC | 185,326 | $6.48M | 0.0% | -5.3% | 1.448% | |
2/10/2025 | Parallel Advisors LLC | 32,693 | $1.14M | 0.0% | -13.4% | 0.255% | |
2/10/2025 | Commonwealth Equity Services LLC | 56,706 | $1.98M | 0.0% | -1.1% | 0.443% | |
2/7/2025 | HighTower Advisors LLC | 12,494 | $437K | 0.0% | -11.4% | 0.098% | |
2/7/2025 | Mount Lucas Management LP | 30,965 | $1.08M | 0.4% | -53.7% | 0.242% | |
2/6/2025 | Raymond James Financial Inc. | 43,206 | $1.51M | 0.0% | N/A | 0.338% | |
2/6/2025 | Assetmark Inc. | 201,786 | $7.05M | 0.0% | +0.9% | 1.576% | |
2/6/2025 | Jones Financial Companies Lllp | 29,275 | $1.02M | 0.0% | +41.2% | 0.229% | |
2/5/2025 | US Bancorp DE | 1,679 | $59K | 0.0% | -70.6% | 0.013% | |
2/5/2025 | Conservest Capital Advisors Inc. | 15,945 | $557K | 0.1% | +43.6% | 0.125% | |
2/5/2025 | Flputnam Investment Management Co. | 5,782 | $202K | 0.0% | -35.1% | 0.045% | |
2/4/2025 | WealthShield Partners LLC | 47,567 | $1.66M | 0.2% | -19.8% | 0.372% | |
2/4/2025 | Partners Wealth Management LLC | 21,819 | $763K | 0.9% | N/A | 0.170% | |
2/3/2025 | Winebrenner Capital Management LLC | 20,535 | $718K | 0.6% | N/A | 0.160% | |
2/3/2025 | FDx Advisors Inc. | 34,569 | $1.21M | 0.4% | +4.3% | 0.270% | |
2/3/2025 | Private Advisor Group LLC | 36,507 | $1.28M | 0.0% | -3.1% | 0.285% | |
1/31/2025 | AlphaCentric Advisors LLC | 4,479 | $157K | 0.2% | -52.2% | 0.035% | |
1/29/2025 | Balentine LLC | 10,250 | $358K | 0.0% | +25.4% | 0.080% | |
1/27/2025 | Country Club Bank | 11,658 | $407K | 0.0% | N/A | 0.091% | |
1/27/2025 | Stratos Wealth Partners LTD. | 9,660 | $338K | 0.0% | N/A | 0.075% | |
The Real Hillbilly Elegy (Ad) The mountains of Appalachia are incredible to behold.
Spanning thousands of miles across Alabama, Kentucky, Tennessee and beyond…
It's one of our country’s most scenic areas. But hidden beneath the beauty is an ugly reality: our most beautiful land is also the poorest.
It’s a tragedy because for over 200 years, generation after generation has worked “coal country” with nothing but a pick and shovel, hauling billions of dollars from the ground. A bold new plan, hidden in Executive Order 14154… |
1/24/2025 | McAdam LLC | 28,952 | $1.01M | 0.1% | +10.7% | 0.226% | |
1/24/2025 | Concord Wealth Partners | 92,413 | $3.23M | 0.5% | -0.8% | 0.722% | |
1/24/2025 | Concord Asset Management LLC VA | 82,821 | $2.90M | 0.6% | +4.0% | 0.647% | |
1/23/2025 | Fifth Third Securities Inc. | 9,618 | $336K | 0.0% | -17.1% | 0.075% | |
1/23/2025 | Crews Bank & Trust | 2,735 | $96K | 0.0% | N/A | 0.021% | |
1/23/2025 | Allen Capital Group LLC | 148,011 | $5.17M | 0.6% | -1.3% | 1.156% | |
1/22/2025 | Mount Yale Investment Advisors LLC | 30,794 | $1.08M | 0.1% | -33.2% | 0.241% | |
1/22/2025 | PFG Investments LLC | 10,392 | $363K | 0.0% | -5.1% | 0.081% | |
1/22/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 222,898 | $7.79M | 0.2% | +1.7% | 1.741% | |
1/17/2025 | Transform Wealth LLC | 9,193 | $321K | 0.0% | N/A | 0.072% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 6,186 | $216K | 0.0% | +16.0% | 0.048% | |
1/13/2025 | Kades & Cheifetz LLC | 58,966 | $2.06M | 1.1% | -14.4% | 0.461% | |
1/10/2025 | Heartwood Wealth Advisors LLC | 24,906 | $871K | 0.1% | +2.8% | 0.195% | |
12/26/2024 | JPMorgan Chase & Co. | 26,366 | $1.01M | 0.0% | +101.3% | 0.206% | |
11/25/2024 | Synovus Financial Corp | 9,526 | $366K | 0.0% | N/A | 0.074% | |
11/15/2024 | MML Investors Services LLC | 48,547 | $1.86M | 0.0% | +5.8% | 0.379% | |
11/15/2024 | Jane Street Group LLC | 98,575 | $3.79M | 0.0% | +642.7% | 0.770% | |
11/15/2024 | Stifel Financial Corp | 132,692 | $5.10M | 0.0% | -3.0% | 1.037% | |
11/15/2024 | HighTower Advisors LLC | 14,099 | $540K | 0.0% | -5.0% | 0.110% | |
11/14/2024 | Flow Traders U.S. LLC | 12,350 | $474K | 0.0% | -76.1% | 0.096% | |
11/13/2024 | Freedom Investment Management Inc. | 19,112 | $734K | 0.1% | -5.2% | 0.149% | |
11/12/2024 | Allen Capital Group LLC | 150,030 | $5.76M | 0.7% | -0.4% | 1.172% | |
11/9/2024 | Creekside Partners | 6,602 | $253K | 0.1% | +11.3% | 0.052% | |
11/7/2024 | MB Generational Wealth LLC | 5,541 | $213K | 0.2% | N/A | 0.043% | |
11/7/2024 | Concord Asset Management LLC VA | 79,662 | $3.06M | 0.7% | +4.0% | 0.622% | |
11/6/2024 | Mount Lucas Management LP | 66,862 | $2.57M | 0.9% | -1.4% | 0.522% | |
11/4/2024 | Baker Avenue Asset Management LP | 79,643 | $3.06M | 0.1% | -57.6% | 0.622% | |
11/1/2024 | Assetmark Inc. | 199,968 | $7.68M | 0.0% | -3.9% | 1.562% | |
10/30/2024 | Milestone Investment Advisors LLC | 1,249 | $48K | 0.0% | -68.6% | 0.010% | |
10/30/2024 | AlphaCentric Advisors LLC | 9,375 | $360K | 0.3% | -5.9% | 0.073% | |
10/28/2024 | US Bancorp DE | 5,705 | $219K | 0.0% | +33.8% | 0.045% | |
10/23/2024 | Dumont & Blake Investment Advisors LLC | 23,197 | $891K | 0.2% | -50.0% | 0.181% | |
10/23/2024 | Mount Yale Investment Advisors LLC | 46,072 | $1.77M | 0.2% | -2.0% | 0.360% | |
10/22/2024 | McAdam LLC | 26,149 | $1.00M | 0.1% | +10.3% | 0.204% | |
10/22/2024 | Private Advisor Group LLC | 37,682 | $1.45M | 0.0% | -8.7% | 0.294% | |
10/19/2024 | Hardin Capital Partners LLC | 5,710 | $214K | 0.1% | N/A | 0.045% | |
10/11/2024 | Creative Planning | 7,802 | $300K | 0.0% | -11.4% | 0.061% | |
8/30/2024 | Creekside Partners | 5,931 | $204K | 0.1% | N/A | 0.046% | |
8/22/2024 | Cetera Investment Advisers | 91,461 | $3.15M | 0.0% | -24.9% | 0.715% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 64,254 | $2.21M | 0.0% | +4.2% | 0.502% | |
8/16/2024 | Creative Planning | 8,809 | $303K | 0.0% | +47.3% | 0.069% | |
8/14/2024 | Mount Yale Investment Advisors LLC | 47,020 | $1.62M | 0.1% | -17.8% | 0.367% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 21,264 | $732K | 0.0% | -10.1% | 0.166% | |
8/8/2024 | Envestnet Asset Management Inc. | 121,669 | $4.19M | 0.0% | -29.5% | 0.951% | |
8/8/2024 | Parallel Advisors LLC | 36,422 | $1.25M | 0.0% | -12.6% | 0.285% | |
8/8/2024 | Investment Partners LTD. | 11,567 | $398K | 0.2% | +76.9% | 0.090% | |
8/7/2024 | Balentine LLC | 8,155 | $281K | 0.0% | -6.0% | 0.064% | |
8/6/2024 | Mount Lucas Management LP | 67,803 | $2.33M | 0.7% | -5.4% | 0.530% | |
8/5/2024 | Private Advisor Group LLC | 41,280 | $1.42M | 0.0% | -5.9% | 0.323% | |
8/2/2024 | Larson Financial Group LLC | 2,917 | $100K | 0.0% | N/A | 0.023% | |
The Real Hillbilly Elegy (Ad) The mountains of Appalachia are incredible to behold.
Spanning thousands of miles across Alabama, Kentucky, Tennessee and beyond…
It's one of our country’s most scenic areas. But hidden beneath the beauty is an ugly reality: our most beautiful land is also the poorest.
It’s a tragedy because for over 200 years, generation after generation has worked “coal country” with nothing but a pick and shovel, hauling billions of dollars from the ground. A bold new plan, hidden in Executive Order 14154… |
7/31/2024 | Commonwealth Equity Services LLC | 66,224 | $2.28M | 0.0% | -64.1% | 0.517% | |
7/26/2024 | WealthShield Partners LLC | 61,003 | $2.10M | 0.3% | -1.3% | 0.477% | |
7/26/2024 | AlphaCentric Advisors LLC | 9,964 | $343K | 0.3% | -3.4% | 0.078% | |
7/24/2024 | McAdam LLC | 23,715 | $817K | 0.0% | +19.2% | 0.185% | |
7/19/2024 | Raymond James & Associates | 34,462 | $1.19M | 0.0% | -3.8% | 0.269% | |
7/15/2024 | Fifth Third Securities Inc. | 11,171 | $385K | 0.0% | +11.6% | 0.087% | |
5/24/2024 | Cetera Advisors LLC | 20,210 | $710K | 0.0% | +139.7% | 0.158% | |
5/24/2024 | Cetera Investment Advisers | 121,736 | $4.28M | 0.0% | +56.9% | 0.951% | |
5/17/2024 | Comerica Bank | 29,408 | $1.03M | 0.0% | -4.8% | 0.230% | |
5/16/2024 | Jane Street Group LLC | 121,472 | $4.27M | 0.0% | -13.2% | 0.949% | |