4/17/2025 | Lynch & Associates IN | 24,381 | $1.37M | 0.3% | +0.9% | 0.100% | |
4/17/2025 | Vicus Capital | 277,504 | $15.61M | 1.4% | N/A | 1.135% | |
4/17/2025 | Janney Montgomery Scott LLC | 57,994 | $3.26M | 0.0% | -10.1% | 0.237% | |
4/17/2025 | Pacific Sun Financial Corp | 19,009 | $1.07M | 0.6% | +7.1% | 0.078% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 9,489 | $534K | 0.0% | +4.1% | 0.039% | |
4/15/2025 | CX Institutional | 17,662 | $994K | 0.0% | -36.0% | 0.072% | |
4/15/2025 | Integrated Advisors Network LLC | 11,687 | $657K | 0.0% | +24.4% | 0.048% | |
4/14/2025 | Farther Finance Advisors LLC | 1,183 | $67K | 0.0% | -20.7% | 0.005% | |
4/14/2025 | Destiny Wealth Partners LLC | 186,346 | $10.48M | 1.7% | +4.2% | 0.762% | |
4/14/2025 | Charter Oak Capital Management LLC | 7,839 | $441K | 0.0% | -12.6% | 0.032% | |
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4/10/2025 | Retirement Planning Group LLC | 3,580 | $201K | 0.0% | N/A | 0.015% | |
4/10/2025 | Maltin Wealth Management Inc. | 56,907 | $3.20M | 1.5% | +4.7% | 0.233% | |
4/9/2025 | American National Bank & Trust | 13,100 | $737K | 0.1% | +17.2% | 0.054% | |
4/9/2025 | Mechanics Bank Trust Department | 24,565 | $1.38M | 0.2% | -5.3% | 0.100% | |
4/8/2025 | Atlas Brown Inc. | 10,473 | $589K | 0.2% | -4.1% | 0.043% | |
4/7/2025 | GAMMA Investing LLC | 7,426 | $418K | 0.0% | +5,525.8% | 0.030% | |
3/24/2025 | Fulcrum Equity Management | 20,504 | $1.20M | 1.2% | N/A | 0.084% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 9,119 | $535K | 0.0% | +27.0% | 0.037% | |
2/25/2025 | Leigh Baldwin & CO. LLC | 3,750 | $220K | 0.1% | N/A | 0.015% | |
2/25/2025 | Integrated Advisors Network LLC | 9,391 | $551K | 0.0% | -18.6% | 0.039% | |
2/18/2025 | Stonebridge Financial Planning Group LLC | 14,729 | $865K | 0.4% | -2.0% | 0.069% | |
2/17/2025 | Snowden Capital Advisors LLC | 26,867 | $1.58M | 0.0% | +0.6% | 0.125% | |
2/17/2025 | Focus Partners Wealth | 12,814 | $761K | 0.0% | -3.2% | 0.060% | |
2/17/2025 | Full Sail Capital LLC | 250,856 | $14.73M | 0.9% | -3.2% | 1.167% | |
2/17/2025 | EPG Wealth Management LLC | 22,283 | $1.31M | 0.3% | -2.6% | 0.104% | |
2/17/2025 | Citadel Advisors LLC | 15,982 | $938K | 0.0% | -11.2% | 0.074% | |
2/17/2025 | Beaumont Capital Management LLC | 96,299 | $5.65M | 4.4% | +5.8% | 0.448% | |
2/17/2025 | Bank of America Corp DE | 54,318 | $3.19M | 0.0% | -4.7% | 0.253% | |
2/17/2025 | Ameriprise Financial Inc. | 4,325 | $254K | 0.0% | N/A | 0.020% | |
2/17/2025 | Acorn Financial Advisory Services Inc. ADV | 4,049 | $238K | 0.0% | N/A | 0.019% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 4,965 | $291K | 0.0% | -52.3% | 0.023% | |
2/14/2025 | Jane Street Group LLC | 22,876 | $1.34M | 0.0% | +7.7% | 0.106% | |
2/14/2025 | Lido Advisors LLC | 1,708,690 | $100.30M | 0.5% | +2.0% | 7.947% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 114,206 | $6.70M | 0.0% | -2.3% | 0.531% | |
2/14/2025 | Hsbc Holdings PLC | 7,439 | $437K | 0.0% | -85.9% | 0.035% | |
2/14/2025 | Stifel Financial Corp | 165,997 | $9.74M | 0.0% | -0.4% | 0.772% | |
2/14/2025 | Tower Research Capital LLC TRC | 1,512 | $89K | 0.0% | +151,100.0% | 0.007% | |
2/13/2025 | Capital Square LLC | 4,720 | $291K | 0.2% | +18.3% | 0.022% | |
2/13/2025 | Main Street Financial Solutions LLC | 22,315 | $1.31M | 0.1% | -2.0% | 0.104% | |
2/13/2025 | LaSalle St. Investment Advisors LLC | 4,953 | $290K | 0.1% | N/A | 0.023% | |
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2/13/2025 | Savvy Advisors Inc. | 4,701 | $276K | 0.0% | -9.7% | 0.022% | |
2/13/2025 | KDK Private Wealth Management LLC | 21,248 | $1.25M | 1.3% | N/A | 0.099% | |
2/13/2025 | Raymond James Financial Inc. | 49,364 | $2.90M | 0.0% | N/A | 0.230% | |
2/13/2025 | Advisory Services Network LLC | 87,555 | $5.14M | 0.1% | +3.2% | 0.407% | |
2/13/2025 | Envestnet Asset Management Inc. | 113,094 | $6.64M | 0.0% | -24.8% | 0.526% | |
2/13/2025 | Wells Fargo & Company MN | 290,147 | $17.03M | 0.0% | +38.4% | 1.350% | |
2/12/2025 | Atlas Capital Advisors Inc. | 61,425 | $3.61M | 0.5% | +37.5% | 0.286% | |
2/12/2025 | CIBC Private Wealth Group LLC | 549 | $33K | 0.0% | +757.8% | 0.003% | |
2/12/2025 | RWA Wealth Partners LLC | 3,484 | $205K | 0.0% | -14.9% | 0.016% | |
2/12/2025 | Brown Brothers Harriman & Co. | 2,431 | $143K | 0.0% | N/A | 0.011% | |
2/12/2025 | Orion Portfolio Solutions LLC | 46,395 | $2.72M | 0.0% | -3.0% | 0.216% | |
2/12/2025 | Moment Partners LLC | 3,737 | $219K | 0.0% | N/A | 0.017% | |
2/12/2025 | JPMorgan Chase & Co. | 7,950 | $467K | 0.0% | +2.1% | 0.037% | |
2/11/2025 | Congress Wealth Management LLC DE | 34,737 | $2.04M | 0.0% | +24.4% | 0.162% | |
2/11/2025 | LPL Financial LLC | 128,004 | $7.51M | 0.0% | +24.1% | 0.595% | |
2/11/2025 | Lee Danner & Bass Inc. | 877 | $51K | 0.0% | N/A | 0.004% | |
2/10/2025 | Thrivent Financial for Lutherans | 35,603 | $2.09M | 0.0% | -31.9% | 0.166% | |
2/10/2025 | Axxcess Wealth Management LLC | 48,973 | $2.88M | 0.1% | +16.2% | 0.228% | |
2/10/2025 | Harbour Investments Inc. | 1,681 | $99K | 0.0% | +43.7% | 0.008% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 4,149 | $244K | 0.0% | N/A | 0.019% | |
2/10/2025 | Commonwealth Equity Services LLC | 280,445 | $16.46M | 0.0% | -8.0% | 1.304% | |
2/10/2025 | Avantax Advisory Services Inc. | 5,885 | $345K | 0.0% | -2.8% | 0.027% | |
2/7/2025 | HighTower Advisors LLC | 173,955 | $10.21M | 0.0% | +0.9% | 0.809% | |
2/7/2025 | AGF Management Ltd. | 559,196 | $32.83M | 0.2% | -17.0% | 2.601% | |
2/7/2025 | Independent Advisor Alliance | 6,642 | $390K | 0.0% | N/A | 0.031% | |
2/7/2025 | Personal CFO Solutions LLC | 116,090 | $6.81M | 1.3% | +6.0% | 0.540% | |
2/7/2025 | Lifeworks Advisors LLC | 30,764 | $1.81M | 0.3% | +14.8% | 0.143% | |
2/7/2025 | Ashton Thomas Private Wealth LLC | 8,107 | $476K | 0.0% | N/A | 0.038% | |
2/6/2025 | Raymond James Financial Inc. | 49,364 | $2.90M | 0.0% | N/A | 0.230% | |
2/6/2025 | Charles Schwab Investment Management Inc. | 4,609,045 | $270.55M | 0.0% | -2.3% | 21.437% | |
2/6/2025 | Meridian Wealth Management LLC | 12,034 | $706K | 0.0% | -18.0% | 0.056% | |
2/6/2025 | Jones Financial Companies Lllp | 10,979 | $644K | 0.0% | +8.0% | 0.051% | |
2/5/2025 | Oppenheimer & Co. Inc. | 3,431 | $201K | 0.0% | N/A | 0.016% | |
2/4/2025 | Exchange Capital Management Inc. | 34,089 | $2.00M | 0.3% | -3.0% | 0.159% | |
2/4/2025 | IFP Advisors Inc | 699 | $41K | 0.0% | -22.6% | 0.003% | |
2/4/2025 | Colonial River Investments LLC | 29,793 | $1.75M | 0.8% | +5.4% | 0.139% | |
2/4/2025 | Birchcreek Wealth Management LLC | 17,938 | $1.05M | 0.7% | +15.5% | 0.083% | |
2/3/2025 | Sigma Planning Corp | 14,918 | $876K | 0.0% | +1.3% | 0.069% | |
2/3/2025 | Crumly & Associates Inc. | 35,660 | $2.09M | 0.6% | -11.4% | 0.166% | |
2/3/2025 | Legacy Capital Group California Inc. | 4,310 | $253K | 0.1% | N/A | 0.020% | |
2/3/2025 | Pacific Sun Financial Corp | 17,748 | $1.04M | 0.6% | +5.0% | 0.083% | |
2/3/2025 | Private Advisor Group LLC | 4,482 | $263K | 0.0% | +6.4% | 0.021% | |
2/3/2025 | Gimbal Financial | 7,153 | $420K | 0.3% | +5.5% | 0.033% | |
1/31/2025 | Atria Wealth Solutions Inc. | 11,352 | $666K | 0.0% | -25.7% | 0.053% | |
1/31/2025 | Sanctuary Advisors LLC | 4,537 | $285K | 0.0% | +4.3% | 0.021% | |
1/31/2025 | J.W. Cole Advisors Inc. | 3,585 | $210K | 0.0% | N/A | 0.017% | |
1/30/2025 | PUREfi Wealth LLC | 4,233 | $248K | 0.2% | N/A | 0.020% | |
1/29/2025 | Sovran Advisors LLC | 4,606 | $269K | 0.0% | N/A | 0.021% | |
1/28/2025 | Kestra Private Wealth Services LLC | 30,769 | $1.81M | 0.0% | -1.8% | 0.143% | |
1/28/2025 | Prairie Wealth Advisors Inc. | 4,001 | $235K | 0.1% | +8.6% | 0.019% | |
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 |
1/24/2025 | Q3 Asset Management | 193,500 | $11.36M | 7.1% | N/A | 0.900% | |
1/24/2025 | Yoder Wealth Management Inc. | 66,884 | $3.93M | 2.2% | +11.3% | 0.311% | |
1/24/2025 | Destiny Wealth Partners LLC | 178,885 | $10.50M | 1.7% | N/A | 0.832% | |
1/23/2025 | Southern Capital Advisors LLC | 79,709 | $4.68M | 2.6% | +2.3% | 0.371% | |
1/22/2025 | VCI Wealth Management LLC | 23,031 | $1.35M | 0.6% | +109.7% | 0.107% | |
1/22/2025 | Charter Oak Capital Management LLC | 8,967 | $526K | 0.0% | -11.0% | 0.042% | |
1/22/2025 | Court Place Advisors LLC | 16,110 | $946K | 0.3% | -3.6% | 0.075% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 6,591 | $387K | 0.0% | -85.3% | 0.031% | |
1/21/2025 | Grimes & Company Inc. | 6,238 | $366K | 0.0% | N/A | 0.029% | |
1/21/2025 | CX Institutional | 27,608 | $1.62M | 0.1% | +65.8% | 0.128% | |