4/24/2025 | Golden State Wealth Management LLC | 23,408 | $2.73M | 0.4% | +4.3% | 0.060% | |
4/24/2025 | Kraft Davis & Associates LLC | 3,177 | $360K | 0.1% | -82.5% | 0.008% | |
4/23/2025 | KPP Advisory Services LLC | 31,631 | $3.69M | 0.7% | N/A | 0.081% | |
4/23/2025 | Western Wealth Management LLC | 8,089 | $943K | 0.1% | +8.3% | 0.021% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 28,615 | $3.34M | 0.3% | +2.0% | 0.074% | |
4/23/2025 | Perigon Wealth Management LLC | 76,968 | $8.97M | 0.2% | -0.7% | 0.198% | |
4/23/2025 | Golden State Wealth Management LLC | 46,813 | $5.46M | 0.4% | +108.5% | 0.120% | |
4/23/2025 | Aurora Private Wealth Inc. | 273,543 | $31.88M | 0.9% | +11,555.0% | 0.704% | |
4/23/2025 | Spire Wealth Management | 3,518 | $410K | 0.0% | +10.4% | 0.009% | |
4/23/2025 | International Assets Investment Management LLC | 4,348 | $507K | 0.0% | +3.6% | 0.011% | |
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4/23/2025 | Oppenheimer & Co. Inc. | 18,043 | $2.10M | 0.0% | -44.1% | 0.046% | |
4/22/2025 | XML Financial LLC | 2,486 | $290K | 0.0% | -32.2% | 0.006% | |
4/22/2025 | Flagship Harbor Advisors LLC | 13,287 | $1.55M | 0.1% | -39.7% | 0.034% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 169,620 | $19.77M | 0.1% | -20.4% | 0.436% | |
4/22/2025 | Ellis Investment Partners LLC | 15,980 | $1.86M | 0.4% | -2.3% | 0.041% | |
4/22/2025 | MinichMacGregor Wealth Management LLC | 3,086 | $360K | 0.1% | -5.3% | 0.008% | |
4/22/2025 | Nilsine Partners LLC | 11,672 | $1.36M | 0.1% | -24.2% | 0.030% | |
4/22/2025 | Advisor Resource Council | 4,173 | $486K | 0.0% | N/A | 0.011% | |
4/21/2025 | LongView Wealth Management | 3,059 | $357K | 0.1% | +6.6% | 0.008% | |
4/21/2025 | Curran Financial Partners LLC | 2,481 | $289K | 0.1% | +5.5% | 0.006% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 2,027 | $237K | 0.0% | -9.5% | 0.005% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 4,280 | $499K | 0.0% | -7.8% | 0.011% | |
4/21/2025 | JBR Co Financial Management Inc | 6,564 | $765K | 0.4% | +21.5% | 0.017% | |
4/18/2025 | Lion Street Advisors LLC | 2,742 | $320K | 0.1% | +3.3% | 0.007% | |
4/17/2025 | Searcy Financial Services Inc. ADV | 128,355 | $14.96M | 6.5% | +0.1% | 0.330% | |
4/17/2025 | Sowell Financial Services LLC | 10,838 | $1.26M | 0.1% | +1.6% | 0.028% | |
4/17/2025 | Janney Montgomery Scott LLC | 28,333 | $3.30M | 0.0% | -69.1% | 0.073% | |
4/17/2025 | Keystone Wealth Services LLC | 12,069 | $1.41M | 0.4% | +3.3% | 0.031% | |
4/17/2025 | Access Financial Services Inc. | 5,821 | $678K | 0.3% | N/A | 0.015% | |
4/17/2025 | Sound Income Strategies LLC | 403 | $47K | 0.0% | N/A | 0.001% | |
4/17/2025 | Pacific Sun Financial Corp | 29,115 | $3.39M | 1.9% | +2.0% | 0.075% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 7,132 | $831K | 0.0% | -2.4% | 0.018% | |
4/17/2025 | American Institute for Advanced Investment Management LLP | 14,993 | $1.75M | 1.3% | +3.1% | 0.039% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 12,794 | $1.49M | 0.0% | +10.6% | 0.033% | |
4/16/2025 | BigSur Wealth Management LLC | 11,782 | $1.37M | 0.4% | +14.6% | 0.030% | |
4/16/2025 | Hickory Asset Management Inc. | 3,443 | $401K | 0.4% | -4.8% | 0.009% | |
4/16/2025 | Relyea Zuckerberg Hanson LLC | 1,722 | $201K | 0.0% | -39.3% | 0.004% | |
4/16/2025 | Patriot Investment Management Group Inc. | 1,735 | $202K | 0.0% | N/A | 0.004% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 4,265 | $497K | 0.1% | +16.9% | 0.011% | |
4/15/2025 | Fifth Third Bancorp | 414 | $48K | 0.0% | +840.9% | 0.001% | |
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4/15/2025 | Capital Advisors Ltd. LLC | 22,865 | $2.67M | 0.4% | +11.6% | 0.059% | |
4/15/2025 | McKinley Carter Wealth Services Inc. | 3,720 | $434K | 0.0% | -2.3% | 0.010% | |
4/15/2025 | Focus Financial Network Inc. | 15,385 | $1.79M | 0.1% | +17.8% | 0.040% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 8,902 | $1.04M | 0.0% | -22.2% | 0.023% | |
4/14/2025 | WFA Asset Management Corp | 251 | $29K | 0.0% | -77.8% | 0.001% | |
4/14/2025 | CMH Wealth Management LLC | 45,115 | $5.26M | 1.3% | +5.2% | 0.115% | |
4/14/2025 | Outlook Wealth Advisors LLC | 11,984 | $1.40M | 0.4% | +26.1% | 0.031% | |
4/14/2025 | Park Avenue Securities LLC | 23,435 | $2.73M | 0.0% | +187.6% | 0.060% | |
4/14/2025 | City Center Advisors LLC | 9,413 | $1.10M | 1.3% | +24.1% | 0.024% | |
4/14/2025 | Miracle Mile Advisors LLC | 365,095 | $42.55M | 0.9% | -31.6% | 0.932% | |
4/11/2025 | Permanent Capital Management LP | 48,913 | $5.70M | 1.6% | -15.9% | 0.125% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 4,125 | $481K | 0.0% | -4.0% | 0.011% | |
4/9/2025 | Capital Asset Advisory Services LLC | 347,578 | $41.30M | 2.1% | 0.0% | 0.887% | |
4/9/2025 | HBW Advisory Services LLC | 3,240 | $378K | 0.1% | +56.7% | 0.008% | |
4/9/2025 | Merit Financial Group LLC | 15,542 | $1.81M | 0.0% | +19.0% | 0.040% | |
4/9/2025 | NBC Securities Inc. | 5,844 | $681K | 0.1% | +97,300.0% | 0.015% | |
4/8/2025 | Presidio Capital Management LLC | 88,423 | $10.31M | 4.2% | +2.5% | 0.226% | |
4/8/2025 | Parallel Advisors LLC | 485 | $57K | 0.0% | -28.1% | 0.001% | |
4/7/2025 | GAMMA Investing LLC | 49,534 | $57.73M | 0.0% | +11,555.1% | 0.126% | |
4/2/2025 | Marcum Wealth LLC | 3,419 | $398K | 0.0% | +2.5% | 0.009% | |
3/24/2025 | Fulcrum Equity Management | 10,580 | $1.21M | 1.2% | -10.8% | 0.027% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 11,567 | $1.33M | 0.0% | +99.6% | 0.029% | |
3/12/2025 | Centaurus Financial Inc. | 2,583 | $296K | 0.0% | -6.9% | 0.007% | |
3/6/2025 | Wood Tarver Financial Group LLC | 395 | $45K | 0.0% | N/A | 0.001% | |
2/27/2025 | Jefferies Financial Group Inc. | 3,813 | $437K | 0.0% | -6.0% | 0.009% | |
2/24/2025 | Great Valley Advisor Group Inc. | 21,479 | $2.46M | 0.1% | -31.7% | 0.053% | |
2/19/2025 | ARQ Wealth Advisors LLC | 4,275 | $490K | 0.2% | +6.8% | 0.014% | |
2/18/2025 | Investment Management Corp VA ADV | 89,351 | $10.25M | 9.2% | N/A | 0.287% | |
2/18/2025 | Sunbelt Securities Inc. | 688 | $79K | 0.0% | -13.1% | 0.002% | |
2/18/2025 | Orion Capital Management LLC | 429 | $49K | 0.0% | N/A | 0.001% | |
2/18/2025 | First Heartland Consultants Inc. | 7,438 | $853K | 0.1% | +7.2% | 0.024% | |
2/18/2025 | Continuum Advisory LLC | 558 | $64K | 0.0% | +20.0% | 0.002% | |
2/17/2025 | Snowden Capital Advisors LLC | 9,208 | $1.06M | 0.0% | +16.1% | 0.030% | |
2/17/2025 | Royal Bank of Canada | 161,517 | $18.53M | 0.0% | +3.4% | 0.519% | |
2/17/2025 | Quadcap Wealth Management LLC | 22,013 | $2.53M | 0.4% | +12.7% | 0.071% | |
2/17/2025 | Jefferies Financial Group Inc. | 3,813 | $437K | 0.0% | -6.0% | 0.012% | |
2/17/2025 | Guardian Wealth Advisors LLC NC | 15,180 | $1.74M | 0.1% | +1.0% | 0.049% | |
2/17/2025 | Focus Partners Wealth | 100,899 | $11.58M | 0.0% | +145.9% | 0.324% | |
2/17/2025 | EP Wealth Advisors LLC | 1,203 | $138K | 0.0% | N/A | 0.004% | |
2/17/2025 | CoreCap Advisors LLC | 782 | $90K | 0.0% | -23.7% | 0.003% | |
2/17/2025 | Cresset Asset Management LLC | 18,857 | $2.16M | 0.0% | -15.5% | 0.061% | |
2/17/2025 | Cubist Systematic Strategies LLC | 3,845 | $441K | 0.0% | N/A | 0.012% | |
2/17/2025 | Cetera Investment Advisers | 240,392 | $27.58M | 0.1% | -0.8% | 0.772% | |
2/17/2025 | Captrust Financial Advisors | 8,708 | $999K | 0.0% | +13.7% | 0.028% | |
2/17/2025 | Cary Street Partners Financial LLC | 4,731 | $543K | 0.0% | N/A | 0.015% | |
2/17/2025 | Baird Financial Group Inc. | 36,363 | $4.17M | 0.0% | +10.1% | 0.117% | |
2/17/2025 | Bank of America Corp DE | 6,065,708 | $695.92M | 0.1% | -3.3% | 19.473% | |
2/17/2025 | Benjamin Edwards Inc. | 5,500 | $632K | 0.0% | -2.1% | 0.018% | |
2/17/2025 | BIP Wealth LLC | 2,391 | $274K | 0.0% | N/A | 0.008% | |
2/17/2025 | BNP Paribas Financial Markets | 52,307 | $6.00M | 0.0% | +2,167.3% | 0.168% | |
Real Americans Don’t Wait on Wall Street’s Next Move (Ad) What's happening in the markets right now should concern every freedom-loving American who's worked hard and saved smart.
Your 401(k) doesn't deserve to be dragged through the mud by tariffs, trade wars, reckless spending, and political standoffs.
And you don't have to stand by while Wall Street plays roulette with your future. The Golden Path to Retirement gives you the whole story. |
2/17/2025 | Ameriprise Financial Inc. | 272,594 | $31.28M | 0.0% | +24.6% | 0.875% | |
2/17/2025 | Adapt Wealth Advisors LLC | 62,668 | $7.19M | 3.5% | N/A | 0.201% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 3,376 | $387K | 0.0% | N/A | 0.011% | |
2/14/2025 | Jane Street Group LLC | 9,837 | $1.13M | 0.0% | N/A | 0.032% | |
2/14/2025 | Comerica Bank | 6,463 | $741K | 0.0% | -5.6% | 0.021% | |
2/14/2025 | Beacon Pointe Advisors LLC | 55,527 | $6.37M | 0.1% | -6.3% | 0.178% | |
2/14/2025 | Gerber Kawasaki Wealth & Investment Management | 3,557 | $408K | 0.0% | +5.4% | 0.011% | |
2/14/2025 | Prosperity Consulting Group LLC | 50,813 | $5.83M | 0.4% | +12.2% | 0.163% | |
2/14/2025 | Capital Analysts LLC | 1,504 | $173K | 0.0% | +321.3% | 0.005% | |
2/14/2025 | Integrated Wealth Concepts LLC | 11,210 | $1.29M | 0.0% | +11.1% | 0.036% | |