4/1/2025 | Stonehearth Capital Management LLC | 23,788 | $915K | 0.4% | +82.7% | 0.178% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 9,295 | $359K | 0.0% | +44.3% | 0.088% | |
2/17/2025 | Focus Partners Wealth | 365,162 | $14.12M | 0.0% | +5.2% | 3.468% | |
2/17/2025 | Cetera Investment Advisers | 72,567 | $2.81M | 0.0% | +15.9% | 0.689% | |
2/17/2025 | Captrust Financial Advisors | 49,737 | $1.92M | 0.0% | -4.2% | 0.472% | |
2/17/2025 | Bank of America Corp DE | 595,293 | $23.01M | 0.0% | +21.7% | 5.653% | |
2/14/2025 | Jane Street Group LLC | 32,262 | $1.25M | 0.0% | +262.5% | 0.306% | |
2/14/2025 | MML Investors Services LLC | 50,661 | $1.96M | 0.0% | -23.1% | 0.481% | |
2/13/2025 | NewEdge Advisors LLC | 29,153 | $1.13M | 0.0% | -18.7% | 0.277% | |
2/13/2025 | Mariner LLC | 120,559 | $4.66M | 0.0% | +190.1% | 1.145% | |
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2/13/2025 | Crux Wealth Advisors | 80,058 | $3.10M | 1.7% | N/A | 0.760% | |
2/13/2025 | Raymond James Financial Inc. | 1,126,791 | $43.56M | 0.0% | N/A | 10.701% | |
2/13/2025 | Sepio Capital LP | 109,216 | $4.22M | 0.3% | +1.3% | 1.037% | |
2/13/2025 | Envestnet Asset Management Inc. | 87,051 | $3.37M | 0.0% | -36.2% | 0.827% | |
2/12/2025 | World Investment Advisors | 344,902 | $13.33M | 0.4% | +2.5% | 3.275% | |
2/12/2025 | OneAscent Financial Services LLC | 8,164 | $316K | 0.0% | N/A | 0.078% | |
2/12/2025 | Private Portfolio Partners LLC | 28,805 | $1.11M | 0.2% | +3.0% | 0.274% | |
2/12/2025 | OLD Mission Capital LLC | 7,024 | $272K | 0.0% | N/A | 0.067% | |
2/12/2025 | RiverFront Investment Group LLC | 63,603 | $2.46M | 0.1% | +10.3% | 0.604% | |
2/12/2025 | JPMorgan Chase & Co. | 59,107 | $2.29M | 0.0% | +2,880.7% | 0.561% | |
2/11/2025 | LPL Financial LLC | 294,964 | $11.40M | 0.0% | +41.4% | 2.801% | |
2/10/2025 | Axxcess Wealth Management LLC | 6,955 | $269K | 0.0% | -20.6% | 0.066% | |
2/10/2025 | Harbour Investments Inc. | 3,236 | $125K | 0.0% | -31.0% | 0.031% | |
2/10/2025 | Montis Financial LLC | 189,747 | $7.34M | 2.3% | N/A | 1.802% | |
2/10/2025 | Commonwealth Equity Services LLC | 154,839 | $5.99M | 0.0% | +9.1% | 1.470% | |
2/10/2025 | Madison Wealth Partners Inc | 8,068 | $312K | 0.1% | -19.7% | 0.077% | |
2/10/2025 | Avantax Advisory Services Inc. | 68,408 | $2.65M | 0.0% | -1.9% | 0.650% | |
2/7/2025 | HighTower Advisors LLC | 1,572,624 | $60.80M | 0.1% | +13.1% | 14.935% | |
2/7/2025 | Donaldson Capital Management LLC | 19,138 | $740K | 0.0% | +10.4% | 0.182% | |
2/7/2025 | Naviter Wealth LLC | 62,644 | $2.43M | 0.3% | -8.9% | 0.595% | |
2/6/2025 | Raymond James Financial Inc. | 1,126,791 | $43.56M | 0.0% | N/A | 10.701% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 547,529 | $21.17M | 0.2% | +3.9% | 5.200% | |
2/6/2025 | Jones Financial Companies Lllp | 40,742 | $1.58M | 0.0% | +54.3% | 0.387% | |
2/5/2025 | West Michigan Advisors LLC | 7,271 | $282K | 0.1% | -26.1% | 0.069% | |
2/3/2025 | Advyzon Investment Management LLC | 21,649 | $837K | 0.3% | N/A | 0.206% | |
2/3/2025 | Private Advisor Group LLC | 15,085 | $583K | 0.0% | +32.6% | 0.143% | |
1/31/2025 | Sanctuary Advisors LLC | 47,532 | $1.84M | 0.0% | +40.5% | 0.451% | |
1/29/2025 | GGM Financials LLC | 14,299 | $553K | 0.6% | N/A | 0.136% | |
1/28/2025 | Strid Group LLC | 82,267 | $3.18M | 0.5% | +1.2% | 0.781% | |
1/27/2025 | Legacy CG LLC | 312,475 | $12.08M | 3.7% | +5.6% | 2.967% | |
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1/27/2025 | Bleakley Financial Group LLC | 51,253 | $1.98M | 0.1% | +287.2% | 0.487% | |
1/24/2025 | Princeton Global Asset Management LLC | 2,682 | $104K | 0.0% | +338.2% | 0.025% | |
1/23/2025 | Fifth Third Securities Inc. | 22,742 | $879K | 0.1% | +55.1% | 0.216% | |
1/23/2025 | Masso Torrence Wealth Management Inc. | 22,935 | $887K | 0.5% | -4.4% | 0.218% | |
1/22/2025 | Sterling Investment Counsel LLC | 36,519 | $1.41M | 0.9% | -70.6% | 0.347% | |
1/21/2025 | Legacy Wealth Management Inc | 501,378 | $19.38M | 1.2% | +13.8% | 4.761% | |
1/21/2025 | Cornerstone Wealth Management LLC | 24,110 | $932K | 0.1% | +36.2% | 0.229% | |
1/17/2025 | Goldstein Advisors LLC | 519,226 | $20.07M | 2.9% | +9.7% | 4.931% | |
1/17/2025 | Janney Montgomery Scott LLC | 136,446 | $5.28M | 0.0% | -2.8% | 1.296% | |
1/17/2025 | Westside Investment Management Inc. | 30,559 | $1.18M | 0.2% | -1.0% | 0.290% | |
1/17/2025 | Magnus Financial Group LLC | 33,059 | $1.28M | 0.1% | -1.4% | 0.314% | |
1/16/2025 | Amplius Wealth Advisors LLC | 36,306 | $1.40M | 0.1% | +1.0% | 0.345% | |
1/16/2025 | Thrive Wealth Management LLC | 22,743 | $879K | 0.2% | +59.4% | 0.216% | |
1/16/2025 | Bernardo Wealth Planning LLC | 131,325 | $5.05M | 1.2% | -10.1% | 1.247% | |
1/15/2025 | HB Wealth Management LLC | 6,380 | $247K | 0.0% | +11.2% | 0.061% | |
1/15/2025 | Merit Financial Group LLC | 87,749 | $3.39M | 0.1% | +2.7% | 0.833% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 262,079 | $10.13M | 0.3% | +5.1% | 2.489% | |
1/15/2025 | Central Valley Advisors LLC | 50,427 | $1.95M | 0.9% | +1.6% | 0.479% | |
1/14/2025 | ERn Financial LLC | 206,946 | $8.00M | 1.2% | +1.5% | 1.965% | |
1/14/2025 | Richard P Slaughter Associates Inc | 14,705 | $568K | 0.1% | N/A | 0.140% | |
1/13/2025 | AdvisorNet Financial Inc | 6,750 | $261K | 0.0% | N/A | 0.064% | |
1/13/2025 | Signet Financial Management LLC | 28,023 | $1.08M | 0.1% | +2.9% | 0.266% | |
1/13/2025 | Consilio Wealth Advisors LLC | 112,365 | $4.34M | 1.8% | +6.0% | 1.067% | |
1/7/2025 | Stonehearth Capital Management LLC | 13,018 | $503K | 0.2% | +9.0% | 0.124% | |
1/3/2025 | GAMMA Investing LLC | 19,144 | $740K | 0.1% | +14.0% | 0.182% | |
11/25/2024 | World Investment Advisors LLC | 336,596 | $13.26M | 0.3% | N/A | 3.197% | |
11/25/2024 | Sanctuary Advisors LLC | 33,821 | $1.32M | 0.0% | +119.9% | 0.321% | |
11/20/2024 | Westside Investment Management Inc. | 30,859 | $1.21M | 0.3% | +12.0% | 0.293% | |
11/15/2024 | MML Investors Services LLC | 65,875 | $2.60M | 0.0% | +3.0% | 0.626% | |
11/15/2024 | Jane Street Group LLC | 8,900 | $351K | 0.0% | N/A | 0.085% | |
11/15/2024 | HighTower Advisors LLC | 1,390,586 | $54.79M | 0.1% | +12.1% | 13.206% | |
11/14/2024 | Captrust Financial Advisors | 51,904 | $2.05M | 0.0% | -3.1% | 0.493% | |
11/5/2024 | Harbour Investments Inc. | 4,692 | $185K | 0.0% | +63.2% | 0.045% | |
11/4/2024 | Axxcess Wealth Management LLC | 8,757 | $345K | 0.0% | -24.6% | 0.083% | |
10/30/2024 | Landmark Wealth Management LLC | 54,039 | $2.13M | 0.9% | -1.8% | 0.513% | |
10/30/2024 | Legacy CG LLC | 295,917 | $11.66M | 3.8% | -1.0% | 2.810% | |
10/29/2024 | Donaldson Capital Management LLC | 17,336 | $683K | 0.0% | +78.4% | 0.165% | |
10/29/2024 | Janney Montgomery Scott LLC | 140,323 | $5.53M | 0.0% | +4.0% | 1.333% | |
10/25/2024 | Legacy Wealth Management Inc | 440,435 | $17.35M | 1.1% | +4.0% | 4.183% | |
10/24/2024 | Goldstein Advisors LLC | 473,490 | $18.66M | 2.8% | +6.2% | 4.497% | |
10/24/2024 | Masso Torrence Wealth Management Inc. | 23,985 | $945K | 0.5% | N/A | 0.228% | |
10/23/2024 | West Michigan Advisors LLC | 9,844 | $389K | 0.1% | -53.8% | 0.093% | |
10/22/2024 | Sterling Investment Counsel LLC | 124,048 | $4.89M | 1.7% | +5.7% | 1.178% | |
10/22/2024 | Private Advisor Group LLC | 11,380 | $448K | 0.0% | +46.4% | 0.108% | |
10/19/2024 | Bernardo Wealth Planning LLC | 146,111 | $5.74M | 1.4% | -2.4% | 1.388% | |
10/18/2024 | Raymond James & Associates | 63,630 | $2.51M | 0.0% | +1.2% | 0.604% | |
10/17/2024 | Strid Group LLC | 81,272 | $3.20M | 0.5% | +7.1% | 0.772% | |
10/16/2024 | Bleakley Financial Group LLC | 13,236 | $521K | 0.0% | +12.4% | 0.126% | |
10/16/2024 | Naviter Wealth LLC | 68,746 | $2.72M | 0.4% | +42.2% | 0.653% | |
10/16/2024 | Cornerstone Wealth Management LLC | 17,706 | $698K | 0.0% | +16.6% | 0.168% | |
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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 |
10/16/2024 | Amplius Wealth Advisors LLC | 35,964 | $1.42M | 0.2% | -10.8% | 0.342% | |
10/16/2024 | ERn Financial LLC | 203,918 | $8.03M | 1.2% | -0.4% | 1.937% | |
10/15/2024 | Magnus Financial Group LLC | 33,519 | $1.32M | 0.1% | +3.0% | 0.318% | |
10/7/2024 | Consilio Wealth Advisors LLC | 106,034 | $4.18M | 1.7% | +4.6% | 1.007% | |
10/7/2024 | GAMMA Investing LLC | 16,788 | $661K | 0.1% | +108.9% | 0.159% | |
10/4/2024 | Thrive Wealth Management LLC | 14,267 | $562K | 0.1% | -4.6% | 0.135% | |
10/2/2024 | Stonehearth Capital Management LLC | 11,941 | $470K | 0.2% | +16.8% | 0.113% | |
9/5/2024 | Sanctuary Advisors LLC | 15,383 | $590K | 0.0% | N/A | 0.146% | |
8/28/2024 | RiverFront Investment Group LLC | 31,566 | $1.22M | 0.0% | +8.4% | 0.300% | |
8/21/2024 | Truist Financial Corp | 8,443 | $327K | 0.0% | N/A | 0.080% | |