4/25/2025 | Essex Financial Services Inc. | 6,921 | $334K | 0.0% | +12.8% | 0.077% | |
4/24/2025 | Sunbelt Securities Inc. | 32,272 | $1.56M | 0.1% | +4.1% | 0.359% | |
4/24/2025 | Elevated Capital Advisors LLC | 22,497 | $1.09M | 0.3% | -7.0% | 0.250% | |
4/24/2025 | Centerline Wealth Advisors LLC | 168,038 | $8.12M | 4.8% | +6.0% | 1.867% | |
4/22/2025 | Yoder Wealth Management Inc. | 21,233 | $1.03M | 0.6% | +2.6% | 0.236% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 16,911 | $817K | 0.0% | -12.2% | 0.188% | |
4/21/2025 | Centennial Wealth Advisory LLC | 5,089 | $246K | 0.1% | +10.7% | 0.057% | |
4/17/2025 | Lynch & Associates IN | 9,839 | $475K | 0.1% | +3.5% | 0.109% | |
4/17/2025 | Sound Income Strategies LLC | 1,839 | $89K | 0.0% | +60.9% | 0.020% | |
4/15/2025 | CX Institutional | 2,308 | $112K | 0.0% | N/A | 0.026% | |
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4/15/2025 | Wealthcare Advisory Partners LLC | 22,002 | $1.06M | 0.0% | N/A | 0.244% | |
4/14/2025 | Tounjian Advisory Partners LLC | 20,826 | $1.01M | 0.2% | N/A | 0.231% | |
4/14/2025 | Park Avenue Securities LLC | 8,344 | $403K | 0.0% | -78.3% | 0.093% | |
4/11/2025 | SeaCrest Wealth Management LLC | 15,478 | $748K | 0.1% | +3.9% | 0.172% | |
4/9/2025 | Sweeney & Michel LLC | 4,897 | $237K | 0.1% | N/A | 0.054% | |
4/8/2025 | Avondale Wealth Management | 2,496 | $121K | 0.1% | N/A | 0.028% | |
2/25/2025 | Heck Capital Advisors LLC | 15,225 | $734K | 0.0% | N/A | 0.151% | |
2/18/2025 | Sunbelt Securities Inc. | 30,991 | $1.49M | 0.1% | +3.0% | 0.307% | |
2/17/2025 | Cetera Investment Advisers | 240,297 | $11.58M | 0.0% | +7.2% | 2.379% | |
2/17/2025 | Bank of America Corp DE | 16,029 | $772K | 0.0% | -20.5% | 0.159% | |
2/14/2025 | Lido Advisors LLC | 526,287 | $25.36M | 0.1% | +4.6% | 5.211% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 54,224 | $2.61M | 0.0% | -2.9% | 0.537% | |
2/14/2025 | Stifel Financial Corp | 34,692 | $1.67M | 0.0% | -7.9% | 0.343% | |
2/13/2025 | Mariner LLC | 8,054 | $388K | 0.0% | -3.7% | 0.080% | |
2/13/2025 | KDK Private Wealth Management LLC | 7,602 | $366K | 0.4% | N/A | 0.075% | |
2/13/2025 | Raymond James Financial Inc. | 12,459 | $600K | 0.0% | N/A | 0.123% | |
2/13/2025 | Advisory Services Network LLC | 44,821 | $2.16M | 0.0% | -49.1% | 0.444% | |
2/13/2025 | Envestnet Asset Management Inc. | 573,750 | $27.65M | 0.0% | +4.3% | 5.681% | |
2/13/2025 | Wells Fargo & Company MN | 151,864 | $7.32M | 0.0% | -4.9% | 1.504% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 687 | $33K | 0.0% | +99.1% | 0.007% | |
2/12/2025 | Orion Portfolio Solutions LLC | 6,484 | $312K | 0.0% | +11.8% | 0.064% | |
2/12/2025 | JPMorgan Chase & Co. | 34,710 | $1.67M | 0.0% | +28.9% | 0.344% | |
2/11/2025 | Modern Wealth Management LLC | 36,514 | $1.85M | 0.1% | N/A | 0.362% | |
2/11/2025 | Congress Wealth Management LLC DE | 42,831 | $2.06M | 0.0% | +707.2% | 0.424% | |
2/11/2025 | LPL Financial LLC | 110,054 | $5.30M | 0.0% | +5.7% | 1.090% | |
2/11/2025 | Absolute Capital Management LLC | 11,156 | $538K | 0.3% | -4.2% | 0.110% | |
2/10/2025 | Tocqueville Asset Management L.P. | 33,485 | $1.61M | 0.0% | N/A | 0.332% | |
2/10/2025 | Corient Private Wealth LLC | 26,769 | $1.29M | 0.0% | -2.7% | 0.265% | |
2/10/2025 | Commonwealth Equity Services LLC | 113,680 | $5.48M | 0.0% | -1.6% | 1.126% | |
2/10/2025 | Avantax Advisory Services Inc. | 40,089 | $1.93M | 0.0% | +34.4% | 0.397% | |
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2/7/2025 | HighTower Advisors LLC | 15,137 | $729K | 0.0% | -3.1% | 0.150% | |
2/7/2025 | AGF Management Ltd. | 76,950 | $3.71M | 0.0% | +19.4% | 0.762% | |
2/7/2025 | Lifeworks Advisors LLC | 26,988 | $1.30M | 0.2% | +26.8% | 0.267% | |
2/6/2025 | Raymond James Financial Inc. | 12,459 | $600K | 0.0% | N/A | 0.123% | |
2/6/2025 | Cullen Frost Bankers Inc. | 1,473 | $71K | 0.0% | +111.3% | 0.015% | |
2/6/2025 | Atria Investments Inc | 7,358 | $355K | 0.0% | -38.6% | 0.073% | |
2/4/2025 | Bank of New York Mellon Corp | 40,208 | $1.94M | 0.0% | +107.3% | 0.398% | |
2/4/2025 | Wealthgarden F.S. LLC | 5,785 | $279K | 0.3% | N/A | 0.057% | |
1/31/2025 | Global Retirement Partners LLC | 813 | $39K | 0.0% | +497.8% | 0.008% | |
1/31/2025 | J.W. Cole Advisors Inc. | 19,623 | $946K | 0.0% | +6.5% | 0.194% | |
1/28/2025 | Centerline Wealth Advisors LLC | 158,528 | $7.64M | 4.5% | N/A | 1.570% | |
1/27/2025 | Centennial Wealth Advisory LLC | 4,598 | $222K | 0.1% | +5.0% | 0.046% | |
1/24/2025 | Yoder Wealth Management Inc. | 20,692 | $997K | 0.6% | +8.7% | 0.205% | |
1/24/2025 | Concord Wealth Partners | 1,042 | $50K | 0.0% | -20.8% | 0.010% | |
1/23/2025 | Heck Capital Advisors LLC | 15,225 | $734K | 0.0% | N/A | 0.151% | |
1/22/2025 | Peak Financial Management Inc. | 49,472 | $2.38M | 0.7% | -3.7% | 0.490% | |
1/21/2025 | Sachetta LLC | 36,284 | $1.75M | 0.7% | +5,331.7% | 0.359% | |
1/21/2025 | Sound Income Strategies LLC | 1,143 | $55K | 0.0% | +360.9% | 0.011% | |
1/15/2025 | Smith Salley Wealth Management | 13,292 | $641K | 0.0% | -3.1% | 0.132% | |
1/15/2025 | Decker Retirement Planning Inc. | 689 | $33K | 0.0% | N/A | 0.007% | |
1/15/2025 | Certified Advisory Corp | 84,635 | $4.08M | 0.4% | +23.6% | 0.838% | |
1/14/2025 | Park Avenue Securities LLC | 38,481 | $1.85M | 0.0% | +25.7% | 0.381% | |
1/14/2025 | SeaCrest Wealth Management LLC | 14,891 | $718K | 0.1% | +2.5% | 0.147% | |
1/13/2025 | Elevated Capital Advisors LLC | 24,178 | $1.17M | 0.3% | +117.7% | 0.239% | |
12/26/2024 | JPMorgan Chase & Co. | 26,938 | $1.46M | 0.0% | +7.3% | 0.267% | |
11/18/2024 | Sunbelt Securities Inc. | 30,077 | $1.63M | 0.2% | +12.5% | 0.298% | |
11/15/2024 | MML Investors Services LLC | 7,810 | $423K | 0.0% | +20.6% | 0.077% | |
11/15/2024 | Orion Portfolio Solutions LLC | 5,799 | $314K | 0.0% | +4.3% | 0.057% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 55,852 | $3.04M | 0.0% | -0.6% | 0.553% | |
11/15/2024 | Stifel Financial Corp | 37,659 | $2.04M | 0.0% | -1.1% | 0.373% | |
11/15/2024 | HighTower Advisors LLC | 15,623 | $847K | 0.0% | -11.3% | 0.155% | |
11/15/2024 | Kestra Investment Management LLC | 4,149 | $225K | 0.0% | N/A | 0.041% | |
11/14/2024 | Flow Traders U.S. LLC | 4,590 | $249K | 0.0% | N/A | 0.045% | |
11/13/2024 | Freedom Investment Management Inc. | 3,835 | $208K | 0.0% | N/A | 0.038% | |
11/13/2024 | FMR LLC | 10,884 | $590K | 0.0% | -7.7% | 0.108% | |
11/12/2024 | Certified Advisory Corp | 68,465 | $3.71M | 0.4% | +16.0% | 0.678% | |
11/12/2024 | Meridian Wealth Management LLC | 4,604 | $250K | 0.0% | N/A | 0.046% | |
11/6/2024 | Lifeworks Advisors LLC | 21,291 | $1.15M | 0.2% | N/A | 0.211% | |
11/4/2024 | Sigma Planning Corp | 4,728 | $256K | 0.0% | +7.5% | 0.047% | |
11/1/2024 | Atria Investments Inc | 11,988 | $650K | 0.0% | -40.8% | 0.119% | |
10/30/2024 | Centennial Wealth Advisory LLC | 4,377 | $237K | 0.1% | N/A | 0.043% | |
10/24/2024 | J.W. Cole Advisors Inc. | 18,432 | $999K | 0.0% | +5.0% | 0.182% | |
10/23/2024 | Yoder Wealth Management Inc. | 19,040 | $1.03M | 0.6% | +6.5% | 0.189% | |
10/22/2024 | Elevated Capital Advisors LLC | 11,105 | $602K | 0.2% | N/A | 0.110% | |
10/16/2024 | B.O.S.S. Retirement Advisors LLC | 12,055 | $653K | 0.1% | +26.9% | 0.119% | |
10/16/2024 | SeaCrest Wealth Management LLC | 14,533 | $788K | 0.1% | +2.9% | 0.144% | |
10/16/2024 | Lynch & Associates IN | 9,607 | $521K | 0.1% | +4.8% | 0.095% | |
10/15/2024 | Peak Financial Management Inc. | 51,373 | $2.79M | 0.8% | -65.6% | 0.509% | |
10/11/2024 | CX Institutional | 22,190 | $1.20M | 0.1% | +47.3% | 0.220% | |
10/9/2024 | Beaumont Financial Advisors LLC | 27,216 | $1.48M | 0.1% | +13.2% | 0.269% | |
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Trump has made it clear his tariffs are coming, and that the market will get worse before it gets better.
Luckily, our FREE Presidential Transition Guide details exactly what will happen in the next 100 days, and how to protect your hard-earned savings during these times.
Don't wait for the next crash to wipe you out. Act now. Get Your FREE Presidential Transition Guide Today |
10/8/2024 | CWM LLC | 1,192 | $65K | 0.0% | +11,820.0% | 0.012% | |
10/8/2024 | Mather Group LLC. | 32,076 | $1.74M | 0.0% | -2.1% | 0.318% | |
10/3/2024 | Park Avenue Securities LLC | 30,609 | $1.66M | 0.0% | +4.7% | 0.303% | |
8/22/2024 | Cetera Investment Advisers | 214,922 | $10.62M | 0.0% | +13.9% | 2.128% | |
8/16/2024 | Sunbelt Securities Inc. | 26,746 | $1.32M | 0.1% | +1.5% | 0.265% | |
8/14/2024 | Certified Advisory Corp | 59,022 | $2.92M | 0.4% | +6.5% | 0.584% | |
8/13/2024 | AE Wealth Management LLC | 564,648 | $27.91M | 0.3% | +24.4% | 5.591% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 4,251 | $210K | 0.0% | -21.2% | 0.042% | |
8/8/2024 | J.W. Cole Advisors Inc. | 17,547 | $867K | 0.0% | +3.4% | 0.174% | |
8/8/2024 | Envestnet Asset Management Inc. | 464,127 | $22.94M | 0.0% | +12.5% | 4.595% | |