2/21/2025 | WNY Asset Management LLC | 4,612 | $215K | 0.0% | N/A | 0.037% | |
2/17/2025 | Waverly Advisors LLC | 140,030 | $6.53M | 0.1% | +4.5% | 1.537% | |
2/17/2025 | EP Wealth Advisors LLC | 1,229,803 | $57.35M | 0.5% | +6.7% | 13.499% | |
2/17/2025 | Captrust Financial Advisors | 67,677 | $3.16M | 0.0% | +1,336.0% | 0.743% | |
2/17/2025 | Citadel Advisors LLC | 25,454 | $1.19M | 0.0% | +96.8% | 0.279% | |
2/14/2025 | FAS Wealth Partners Inc. | 24,714 | $1.15M | 0.1% | +1.2% | 0.271% | |
2/14/2025 | Bridgewealth Advisory Group LLC | 298,047 | $13.94M | 4.0% | +12.3% | 3.272% | |
2/14/2025 | Shorepoint Capital Partners LLC | 219,550 | $10.24M | 2.3% | +1.2% | 2.410% | |
2/14/2025 | Tradition Wealth Management LLC | 85,894 | $4.01M | 0.4% | -3.5% | 0.943% | |
2/14/2025 | GeoWealth Management LLC | 31,869 | $1.49M | 0.0% | -9.7% | 0.350% | |
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2/13/2025 | Main Street Financial Solutions LLC | 4,465 | $208K | 0.0% | N/A | 0.049% | |
2/13/2025 | Legacy Investment Solutions LLC | 10,720 | $501K | 0.3% | -31.2% | 0.118% | |
2/13/2025 | Raymond James Financial Inc. | 30,342 | $1.42M | 0.0% | N/A | 0.333% | |
2/13/2025 | Southeast Asset Advisors LLC | 17,513 | $817K | 0.1% | +58.0% | 0.192% | |
2/13/2025 | Envestnet Asset Management Inc. | 4,704 | $219K | 0.0% | -25.7% | 0.052% | |
2/12/2025 | Milestone Investment Advisors LLC | 99,881 | $4.66M | 1.3% | +8.3% | 1.096% | |
2/12/2025 | Mosaic Financial Group LLC | 5,313 | $248K | 0.2% | N/A | 0.058% | |
2/12/2025 | Riggs Capital Management LLC | 41,501 | $1.94M | 1.9% | N/A | 0.456% | |
2/12/2025 | JPMorgan Chase & Co. | 1,217,477 | $56.77M | 0.0% | +3.1% | 13.364% | |
2/12/2025 | Ausdal Financial Partners Inc. | 33,337 | $1.56M | 0.1% | +7.0% | 0.366% | |
2/11/2025 | Interchange Capital Partners LLC | 13,600 | $634K | 0.2% | -43.2% | 0.149% | |
2/11/2025 | LPL Financial LLC | 59,202 | $2.76M | 0.0% | N/A | 0.650% | |
2/10/2025 | Thrivent Financial for Lutherans | 148,214 | $6.91M | 0.0% | +6.1% | 1.627% | |
2/7/2025 | HighTower Advisors LLC | 288,237 | $13.44M | 0.0% | -4.1% | 3.164% | |
2/7/2025 | Tortoise Investment Management LLC | 10,485 | $489K | 0.1% | -10.0% | 0.115% | |
2/7/2025 | PNC Financial Services Group Inc. | 1,964 | $92K | 0.0% | +227.3% | 0.022% | |
2/7/2025 | Beam Wealth Advisors Inc. | 29,264 | $1.37M | 0.4% | -4.5% | 0.321% | |
2/6/2025 | Raymond James Financial Inc. | 30,342 | $1.42M | 0.0% | N/A | 0.333% | |
2/6/2025 | Jones Financial Companies Lllp | 8,692 | $405K | 0.0% | +352.9% | 0.095% | |
2/5/2025 | Heritage Wealth Management Inc. | 53,475 | $2.49M | 0.8% | -1.2% | 0.587% | |
2/5/2025 | Noesis Capital Mangement Corp | 65,471 | $3.05M | 0.6% | +3.9% | 0.719% | |
2/5/2025 | TD Capital Management LLC | 79,188 | $3.69M | 0.4% | +716.7% | 0.869% | |
2/4/2025 | BCGM Wealth Management LLC | 20,246 | $944K | 0.3% | N/A | 0.222% | |
1/31/2025 | Global Retirement Partners LLC | 29,672 | $1.38M | 0.0% | +56.5% | 0.326% | |
1/31/2025 | Vawter Financial Ltd. | 10,245 | $478K | 0.3% | +22.7% | 0.112% | |
1/31/2025 | D.A. Davidson & CO. | 57,751 | $2.69M | 0.0% | -3.0% | 0.634% | |
1/31/2025 | Sanctuary Advisors LLC | 22,407 | $1.05M | 0.0% | +7.2% | 0.246% | |
1/30/2025 | Lodestone Wealth Management LLC | 21,936 | $1.02M | 0.5% | -1.8% | 0.241% | |
1/30/2025 | MidAtlantic Capital Management Inc. | 14,778 | $689K | 0.5% | +2.8% | 0.162% | |
1/29/2025 | Gradient Capital Advisors LLC | 4,697 | $219K | 0.1% | N/A | 0.052% | |
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… |
1/29/2025 | AIFG Consultants Ltd. | 4,576 | $213K | 0.3% | N/A | 0.050% | |
1/28/2025 | Kingsview Wealth Management LLC | 44,522 | $2.08M | 0.0% | +9.9% | 0.489% | |
1/28/2025 | Lodestar Private Asset Management LLC | 18,898 | $881K | 0.1% | +3.7% | 0.207% | |
1/28/2025 | 5th Street Advisors LLC | 425,717 | $19.85M | 10.3% | +2.4% | 4.673% | |
1/27/2025 | Summit Wealth Partners LLC | 8,058 | $376K | 0.1% | -19.3% | 0.088% | |
1/24/2025 | SkyOak Wealth LLC | 194,566 | $9.07M | 1.9% | +48.7% | 2.136% | |
1/23/2025 | USAdvisors Wealth Management LLC | 8,270 | $385K | 0.1% | +37.4% | 0.091% | |
1/22/2025 | Perigon Wealth Management LLC | 88,708 | $4.14M | 0.1% | +109.0% | 0.974% | |
1/21/2025 | LexAurum Advisors LLC | 22,140 | $1.03M | 0.2% | -13.8% | 0.243% | |
1/17/2025 | Beaumont Financial Advisors LLC | 41,941 | $1.96M | 0.1% | N/A | 0.460% | |
1/17/2025 | Transform Wealth LLC | 117,941 | $5.52M | 0.3% | +8.8% | 1.295% | |
1/10/2025 | Lowe Wealth Advisors LLC | 22,212 | $1.04M | 0.4% | -5.1% | 0.244% | |
12/26/2024 | JPMorgan Chase & Co. | 1,180,567 | $56.10M | 0.0% | -22.6% | 12.959% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 3,253 | $155K | 0.0% | N/A | 0.036% | |
11/25/2024 | Sanctuary Advisors LLC | 20,898 | $977K | 0.0% | +9.0% | 0.229% | |
11/15/2024 | MML Investors Services LLC | 8,981 | $427K | 0.0% | +6.5% | 0.099% | |
11/15/2024 | Legacy Investment Solutions LLC | 15,582 | $729K | 0.5% | N/A | 0.171% | |
11/15/2024 | EP Wealth Advisors LLC | 1,152,941 | $54.79M | 0.5% | +6.5% | 12.656% | |
11/15/2024 | Jane Street Group LLC | 13,709 | $651K | 0.0% | -84.0% | 0.150% | |
11/15/2024 | Stifel Financial Corp | 26,998 | $1.28M | 0.0% | +4.0% | 0.296% | |
11/15/2024 | HighTower Advisors LLC | 300,432 | $14.29M | 0.0% | +12.5% | 3.298% | |
11/14/2024 | Flow Traders U.S. LLC | 9,070 | $431K | 0.0% | +72.8% | 0.100% | |
11/14/2024 | Captrust Financial Advisors | 4,713 | $224K | 0.0% | N/A | 0.052% | |
11/14/2024 | Noesis Capital Mangement Corp | 62,991 | $2.99M | 0.6% | -0.9% | 0.691% | |
11/13/2024 | D.A. Davidson & CO. | 59,543 | $2.83M | 0.0% | +5.0% | 0.654% | |
11/12/2024 | Kingsview Wealth Management LLC | 40,524 | $1.93M | 0.0% | N/A | 0.445% | |
11/7/2024 | MidAtlantic Capital Management Inc. | 14,378 | $683K | 0.5% | N/A | 0.158% | |
11/7/2024 | MAI Capital Management | 75,023 | $3.57M | 0.0% | +142.4% | 0.824% | |
11/7/2024 | Thrivent Financial for Lutherans | 139,654 | $6.64M | 0.0% | +6.2% | 1.533% | |
11/6/2024 | Vawter Financial Ltd. | 8,350 | $397K | 0.2% | +24.1% | 0.092% | |
11/5/2024 | Platform Technology Partners | 125,470 | $5.96M | 1.9% | +33.2% | 1.377% | |
11/1/2024 | 5th Street Advisors LLC | 415,553 | $19.75M | 9.6% | -10.4% | 4.562% | |
11/1/2024 | Heritage Wealth Management Inc. | 54,109 | $2.57M | 0.8% | +9.3% | 0.594% | |
10/30/2024 | Milestone Investment Advisors LLC | 92,231 | $4.38M | 1.2% | -4.6% | 1.012% | |
10/29/2024 | Lodestone Wealth Management LLC | 22,333 | $1.06M | 0.5% | +1.3% | 0.245% | |
10/28/2024 | Interchange Capital Partners LLC | 23,927 | $1.14M | 0.4% | -0.9% | 0.263% | |
10/25/2024 | Lodestar Private Asset Management LLC | 18,228 | $866K | 0.1% | +6.2% | 0.200% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 123,722 | $5.88M | 0.0% | -81.7% | 1.358% | |
10/22/2024 | Leo Wealth LLC | 4,827 | $229K | 0.0% | N/A | 0.053% | |
10/21/2024 | Roof Eidam Maycock Peralta LLC | 331,497 | $15.75M | 4.0% | -6.1% | 3.639% | |
10/17/2024 | LexAurum Advisors LLC | 25,681 | $1.22M | 0.3% | +3.1% | 0.282% | |
10/16/2024 | Global Retirement Partners LLC | 18,965 | $901K | 0.0% | +3,092.8% | 0.208% | |
10/16/2024 | Transform Wealth LLC | 108,367 | $5.15M | 0.3% | -0.9% | 1.190% | |
10/8/2024 | CWM LLC | 153,297 | $7.29M | 0.0% | +114.0% | 1.683% | |
10/2/2024 | Lowe Wealth Advisors LLC | 23,412 | $1.11M | 0.5% | +3.9% | 0.257% | |
9/11/2024 | Summit Wealth Partners LLC | 9,983 | $463K | 0.1% | +9.3% | 0.110% | |
9/9/2024 | Heritage Wealth Management Inc. | 49,510 | $2.30M | 0.8% | N/A | 0.543% | |
9/5/2024 | Sanctuary Advisors LLC | 19,174 | $882K | 0.0% | N/A | 0.210% | |
8/19/2024 | EP Wealth Advisors LLC | 1,082,805 | $50.23M | 0.5% | +14.1% | 11.886% | |
8/14/2024 | Bridgewealth Advisory Group LLC | 233,897 | $10.85M | 4.8% | +38.0% | 2.567% | |
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… |
8/13/2024 | Thrivent Financial for Lutherans | 131,534 | $6.10M | 0.0% | +28.2% | 1.444% | |
8/12/2024 | Middleton & Co. Inc. MA | 5,300 | $246K | 0.0% | N/A | 0.058% | |
8/12/2024 | SkyOak Wealth LLC | 105,078 | $4.87M | 1.1% | +26.5% | 1.153% | |
8/10/2024 | Sargent Investment Group LLC | 5,865 | $272K | 0.1% | -4.5% | 0.064% | |
8/7/2024 | Beam Wealth Advisors Inc. | 30,545 | $1.42M | 0.5% | +1.2% | 0.335% | |
8/6/2024 | Ausdal Financial Partners Inc. | 30,134 | $1.40M | 0.1% | +11.7% | 0.331% | |
8/5/2024 | 5th Street Advisors LLC | 463,632 | $21.51M | 11.2% | +2.8% | 5.089% | |
8/2/2024 | Vawter Financial Ltd. | 6,730 | $312K | 0.2% | +6.8% | 0.074% | |
8/2/2024 | Tortoise Investment Management LLC | 14,515 | $673K | 0.1% | -38.5% | 0.159% | |
8/1/2024 | Interchange Capital Partners LLC | 24,142 | $1.12M | 0.4% | N/A | 0.265% | |