4/25/2025 | Avidian Wealth Enterprises LLC | 19,826 | $713K | 0.0% | -8.1% | 0.234% | |
4/24/2025 | Holistic Planning LLC | 14,095 | $507K | 0.2% | -2.0% | 0.166% | |
4/23/2025 | Ferguson Shapiro LLC | 610,917 | $21.96M | 8.2% | -0.5% | 7.204% | |
4/23/2025 | Spire Wealth Management | 5,678 | $204K | 0.0% | -25.6% | 0.067% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 93,387 | $3.36M | 0.0% | -0.7% | 1.101% | |
4/21/2025 | ORG Partners LLC | 5,650 | $204K | 0.1% | -30.7% | 0.067% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 6,807 | $245K | 0.0% | -28.1% | 0.080% | |
4/17/2025 | Janney Montgomery Scott LLC | 18,654 | $671K | 0.0% | -92.7% | 0.220% | |
4/15/2025 | Noble Wealth Management PBC | 950 | $34K | 0.0% | -36.7% | 0.011% | |
4/14/2025 | Pallas Capital Advisors LLC | 24,226 | $871K | 0.0% | -39.6% | 0.286% | |
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4/14/2025 | Park Avenue Securities LLC | 6,180 | $222K | 0.0% | N/A | 0.073% | |
3/12/2025 | Centaurus Financial Inc. | 6,389 | $234K | 0.0% | N/A | 0.084% | |
3/6/2025 | Wood Tarver Financial Group LLC | 24,777 | $908K | 0.3% | N/A | 0.323% | |
2/25/2025 | Armis Advisers LLC | 11,308 | $415K | 0.1% | N/A | 0.147% | |
2/18/2025 | Sunbelt Securities Inc. | 59,408 | $2.18M | 0.2% | -1.6% | 0.774% | |
2/17/2025 | Guardian Wealth Advisors LLC NC | 15,385 | $564K | 0.0% | -8.1% | 0.197% | |
2/17/2025 | Focus Partners Wealth | 11,777 | $432K | 0.0% | -10.0% | 0.151% | |
2/17/2025 | Diligent Investors LLC | 21,065 | $772K | 0.2% | -2.3% | 0.270% | |
2/17/2025 | CoreCap Advisors LLC | 7,133 | $262K | 0.0% | +18.1% | 0.091% | |
2/17/2025 | Cetera Investment Advisers | 181,644 | $6.66M | 0.0% | -12.4% | 2.329% | |
2/17/2025 | Captrust Financial Advisors | 7,626 | $280K | 0.0% | -5.2% | 0.098% | |
2/17/2025 | Cary Street Partners Financial LLC | 149,633 | $5.49M | 0.2% | N/A | 1.918% | |
2/17/2025 | Aptus Capital Advisors LLC | 15,385 | $564K | 0.0% | -8.1% | 0.197% | |
2/14/2025 | Jane Street Group LLC | 7,345 | $269K | 0.0% | -86.3% | 0.094% | |
2/14/2025 | Susquehanna International Group LLP | 43,469 | $1.59M | 0.0% | +47.6% | 0.557% | |
2/14/2025 | OneDigital Investment Advisors LLC | 11,217 | $411K | 0.0% | -83.4% | 0.144% | |
2/14/2025 | MML Investors Services LLC | 42,691 | $1.57M | 0.0% | -15.0% | 0.547% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 82,802 | $3.09M | 0.2% | -0.6% | 1.062% | |
2/13/2025 | NewEdge Advisors LLC | 40,990 | $1.50M | 0.0% | -13.9% | 0.526% | |
2/13/2025 | Dagco Inc. | 218,888 | $8.03M | 2.7% | N/A | 2.806% | |
2/13/2025 | Sagespring Wealth Partners LLC | 67,325 | $2.47M | 0.0% | N/A | 0.863% | |
2/13/2025 | Integrity Financial Corp WA | 19,797 | $726K | 0.4% | +5.6% | 0.254% | |
2/13/2025 | Raymond James Financial Inc. | 536,425 | $19.67M | 0.0% | N/A | 6.877% | |
2/13/2025 | Envestnet Asset Management Inc. | 358,739 | $13.15M | 0.0% | -4.8% | 4.599% | |
2/12/2025 | OLD Mission Capital LLC | 34,290 | $1.26M | 0.0% | +421.7% | 0.440% | |
2/12/2025 | JPMorgan Chase & Co. | 25,634 | $940K | 0.0% | +6.4% | 0.329% | |
2/12/2025 | Murphy & Mullick Capital Management Corp | 1,750 | $64K | 0.1% | N/A | 0.022% | |
2/12/2025 | PKS Advisory Services LLC | 8,995 | $330K | 0.1% | N/A | 0.115% | |
2/11/2025 | Grantvest Financial Group LLC | 9,602 | $352K | 0.4% | N/A | 0.123% | |
2/11/2025 | LPL Financial LLC | 148,898 | $5.46M | 0.0% | +353.7% | 1.909% | |
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2/10/2025 | Harbour Investments Inc. | 11,624 | $426K | 0.0% | -4.5% | 0.149% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 9,468 | $347K | 0.0% | +9.3% | 0.121% | |
2/10/2025 | Commonwealth Equity Services LLC | 230,950 | $8.47M | 0.0% | -12.4% | 2.961% | |
2/6/2025 | Raymond James Financial Inc. | 536,425 | $19.67M | 0.0% | N/A | 6.877% | |
2/5/2025 | Noble Wealth Management PBC | 1,500 | $55K | 0.0% | N/A | 0.019% | |
2/5/2025 | Schulz Wealth LTD. | 95,799 | $3.51M | 2.7% | -1.3% | 1.228% | |
2/4/2025 | IFP Advisors Inc | 343,309 | $12.59M | 0.4% | -1.6% | 4.401% | |
1/31/2025 | Atria Wealth Solutions Inc. | 38,850 | $1.42M | 0.0% | +1.9% | 0.498% | |
1/31/2025 | Truist Financial Corp | 289,646 | $10.62M | 0.0% | -3.0% | 3.713% | |
1/31/2025 | Sanctuary Advisors LLC | 6,774 | $253K | 0.0% | +5.3% | 0.087% | |
1/31/2025 | Americana Partners LLC | 263,329 | $9.66M | 0.4% | -3.3% | 3.376% | |
1/28/2025 | Stephens Inc. AR | 89,680 | $3.29M | 0.0% | -2.2% | 1.150% | |
1/27/2025 | Summit Wealth Partners LLC | 10,723 | $393K | 0.1% | -9.7% | 0.137% | |
1/24/2025 | Avantra Family Wealth Inc. | 41,174 | $1.51M | 1.4% | N/A | 0.528% | |
1/24/2025 | Spire Wealth Management | 7,627 | $280K | 0.0% | N/A | 0.098% | |
1/23/2025 | Ferguson Shapiro LLC | 613,969 | $22.51M | 8.3% | +15.2% | 7.871% | |
1/23/2025 | Nvest Financial LLC | 14,390 | $528K | 0.3% | N/A | 0.184% | |
1/21/2025 | Geneos Wealth Management Inc. | 1,100 | $40K | 0.0% | N/A | 0.014% | |
1/17/2025 | Lifestyle Asset Management Inc. | 9,028 | $331K | 0.2% | -98.1% | 0.116% | |
1/17/2025 | Janney Montgomery Scott LLC | 256,784 | $9.42M | 0.0% | -2.4% | 3.292% | |
1/15/2025 | Arkadios Wealth Advisors | 7,200 | $264K | 0.0% | N/A | 0.092% | |
1/14/2025 | Wolff Wiese Magana LLC | 29,127 | $1.07M | 0.7% | -2.0% | 0.373% | |
1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 2,863 | $105K | 0.0% | +26.3% | 0.037% | |
1/13/2025 | Pallas Capital Advisors LLC | 40,080 | $1.47M | 0.1% | +1.0% | 0.514% | |
1/10/2025 | ORG Partners LLC | 8,150 | $299K | 0.0% | +106.3% | 0.104% | |
1/8/2025 | International Assets Investment Management LLC | 14,155 | $518K | 0.0% | N/A | 0.181% | |
12/26/2024 | JPMorgan Chase & Co. | 24,101 | $868K | 0.0% | +60.5% | 0.309% | |
11/25/2024 | Sanctuary Advisors LLC | 6,434 | $236K | 0.0% | N/A | 0.082% | |
11/19/2024 | Barclays PLC | 1,435 | $52K | 0.0% | N/A | 0.018% | |
11/18/2024 | Arete Wealth Advisors LLC | 5,800 | $209K | 0.0% | N/A | 0.074% | |
11/18/2024 | Sunbelt Securities Inc. | 60,350 | $2.17M | 0.2% | +223.1% | 0.774% | |
11/15/2024 | Barclays PLC | 1,435 | $52K | 0.0% | N/A | 0.018% | |
11/15/2024 | MML Investors Services LLC | 50,201 | $1.81M | 0.0% | N/A | 0.644% | |
11/15/2024 | Jane Street Group LLC | 53,697 | $1.94M | 0.0% | +18.7% | 0.688% | |
11/15/2024 | Integrated Wealth Concepts LLC | 166,158 | $5.99M | 0.1% | +0.3% | 2.130% | |
11/15/2024 | Kestra Investment Management LLC | 9,714 | $350K | 0.0% | N/A | 0.125% | |
11/14/2024 | Captrust Financial Advisors | 8,041 | $290K | 0.0% | N/A | 0.103% | |
11/14/2024 | CreativeOne Wealth LLC | 22,282 | $803K | 0.0% | N/A | 0.286% | |
11/13/2024 | Townsquare Capital LLC | 17,885 | $644K | 0.0% | +168.1% | 0.229% | |
11/12/2024 | Flagstar Advisors Inc. | 14,225 | $513K | 0.1% | N/A | 0.182% | |
11/7/2024 | MAI Capital Management | 14,596 | $526K | 0.0% | N/A | 0.187% | |
11/6/2024 | OneDigital Investment Advisors LLC | 67,727 | $2.44M | 0.0% | -2.2% | 0.868% | |
11/5/2024 | Harbour Investments Inc. | 12,169 | $438K | 0.0% | -69.6% | 0.156% | |
11/1/2024 | Assetmark Inc. | 1,250 | $45K | 0.0% | -68.0% | 0.016% | |
11/1/2024 | Holistic Planning LLC | 14,381 | $518K | 0.2% | N/A | 0.184% | |
11/1/2024 | Lifestyle Asset Management Inc. | 483,666 | $17.43M | 9.6% | N/A | 6.201% | |
10/30/2024 | Beacon Financial Advisory LLC | 9,070 | $327K | 0.1% | N/A | 0.116% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 21,581 | $778K | 0.0% | +70.0% | 0.277% | |
10/29/2024 | Janney Montgomery Scott LLC | 263,093 | $9.48M | 0.0% | +1,726.7% | 3.373% | |
10/28/2024 | Americana Partners LLC | 272,430 | $9.82M | 0.7% | +107.8% | 3.493% | |
Trump’s Secret Social Security Plan? (Ad) In less than a decade, Social Security could be out of money. But a surprising plan from Trump’s inner circle may not just save the system — it could unlock a major opportunity for savvy investors.
Financial insider Jim Rickards calls it “Social Prosperity,” and says those who act now could see the biggest gains. Find out how Trump’s plan could rescue your retirement |
10/28/2024 | Creative Financial Designs Inc. ADV | 4,433 | $160K | 0.0% | N/A | 0.057% | |
10/28/2024 | Stephens Inc. AR | 91,680 | $3.30M | 0.0% | +4.4% | 1.175% | |
10/28/2024 | Summit Wealth Partners LLC | 11,881 | $428K | 0.1% | N/A | 0.152% | |
10/25/2024 | Schulz Wealth LTD. | 97,060 | $3.50M | 2.7% | +62.9% | 1.244% | |
10/25/2024 | Pallas Capital Advisors LLC | 39,697 | $1.44M | 0.1% | +5.1% | 0.509% | |
10/24/2024 | NorthCrest Asset Manangement LLC | 6,745 | $243K | 0.0% | -17.2% | 0.086% | |
10/23/2024 | CWC Advisors LLC. | 8,567 | $309K | 0.3% | N/A | 0.110% | |
10/23/2024 | Mayfair Advisory Group LLC | 7,872 | $283K | 0.2% | N/A | 0.101% | |
10/23/2024 | Silver Oak Securities Incorporated | 34,000 | $1.22M | 0.1% | N/A | 0.436% | |
10/22/2024 | Macroview Investment Management LLC | 2,160 | $78K | 0.1% | N/A | 0.028% | |