4/14/2025 | Daymark Wealth Partners LLC | 631,493 | $20.97M | 0.7% | N/A | 0.967% | |
4/11/2025 | Tower Wealth Partners Inc. | 474,119 | $15.75M | 8.4% | +1.3% | 0.726% | |
4/11/2025 | Pines Wealth Management LLC | 32,149 | $1.07M | 0.5% | +89.8% | 0.049% | |
4/10/2025 | KWB Wealth | 149,661 | $5.18M | 0.6% | +264.5% | 0.229% | |
4/10/2025 | Fermata Advisors LLC | 102,251 | $3.40M | 0.6% | +1.9% | 0.157% | |
4/10/2025 | Amplius Wealth Advisors LLC | 1,512,538 | $50.23M | 5.2% | +11.9% | 2.317% | |
4/9/2025 | Paladin Wealth LLC | 58,598 | $1.95M | 1.7% | N/A | 0.090% | |
4/9/2025 | Gradient Investments LLC | 2,008,135 | $66.69M | 1.3% | N/A | 3.076% | |
4/9/2025 | Fiduciary Alliance LLC | 7,760 | $258K | 0.0% | N/A | 0.012% | |
3/24/2025 | Fulcrum Equity Management | 20,638 | $714K | 0.7% | -5.9% | 0.033% | |
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3/17/2025 | Wealth Enhancement Advisory Services LLC | 46,908 | $1.62M | 0.0% | N/A | 0.074% | |
3/12/2025 | Centaurus Financial Inc. | 357,131 | $12.36M | 0.8% | N/A | 0.566% | |
2/26/2025 | LM Advisors LLC | 22,678 | $785K | 0.1% | +37.9% | 0.043% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 27,171 | $941K | 0.0% | +15.9% | 0.051% | |
2/24/2025 | Great Valley Advisor Group Inc. | 163,026 | $5.64M | 0.1% | +1,527.8% | 0.308% | |
2/24/2025 | Ameriflex Group Inc. | 1,920 | $68K | 0.0% | N/A | 0.004% | |
2/19/2025 | ARQ Wealth Advisors LLC | 189,312 | $6.55M | 2.5% | +5.2% | 1.094% | |
2/19/2025 | Three Cord True Wealth Management LLC | 440,251 | $15.24M | 13.2% | N/A | 2.545% | |
2/19/2025 | Richmond Investment Services LLC | 32,302 | $1.12M | 0.6% | N/A | 0.187% | |
2/19/2025 | Retirement Planning Group LLC NY | 38,707 | $1.36M | 1.5% | N/A | 0.224% | |
2/17/2025 | Two Sigma Investments LP | 400,200 | $13.86M | 0.0% | +52.9% | 2.313% | |
2/17/2025 | Royal Bank of Canada | 505,319 | $17.49M | 0.0% | +20.1% | 2.921% | |
2/17/2025 | Cetera Investment Advisers | 165,775 | $5.74M | 0.0% | +821.9% | 0.958% | |
2/17/2025 | Citadel Advisors LLC | 17,557 | $608K | 0.0% | N/A | 0.101% | |
2/17/2025 | Bank of America Corp DE | 3,543,209 | $122.67M | 0.0% | +15.9% | 20.481% | |
2/17/2025 | Ameriprise Financial Inc. | 1,710,685 | $59.22M | 0.0% | -4.6% | 9.888% | |
2/14/2025 | Bison Wealth LLC | 6,849 | $237K | 0.1% | N/A | 0.040% | |
2/14/2025 | Comerica Bank | 1,506 | $52K | 0.0% | +47.4% | 0.009% | |
2/14/2025 | Susquehanna International Group LLP | 244,736 | $8.47M | 0.0% | N/A | 1.415% | |
2/14/2025 | Trajan Wealth LLC | 538,484 | $18.64M | 1.0% | N/A | 3.113% | |
2/14/2025 | MML Investors Services LLC | 191,958 | $6.65M | 0.0% | +16.4% | 1.110% | |
2/13/2025 | NewEdge Advisors LLC | 316,090 | $10.94M | 0.1% | +3.7% | 1.827% | |
2/13/2025 | Dagco Inc. | 43,283 | $1.50M | 0.5% | N/A | 0.250% | |
2/13/2025 | Mariner LLC | 86,041 | $2.98M | 0.0% | -2.2% | 0.497% | |
2/13/2025 | Advisory Services Network LLC | 8,691 | $301K | 0.0% | -86.6% | 0.050% | |
2/13/2025 | Envestnet Asset Management Inc. | 87,003 | $3.01M | 0.0% | +29.9% | 0.503% | |
2/13/2025 | Wells Fargo & Company MN | 6,666 | $231K | 0.0% | N/A | 0.039% | |
2/12/2025 | World Investment Advisors | 147,693 | $5.11M | 0.1% | +28.6% | 0.854% | |
2/12/2025 | OLD Mission Capital LLC | 19,011 | $658K | 0.0% | +60.3% | 0.110% | |
2/12/2025 | LM Advisors LLC | 22,678 | $785K | 0.1% | +37.9% | 0.131% | |
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2/12/2025 | JPMorgan Chase & Co. | 40,739 | $1.41M | 0.0% | +80.1% | 0.235% | |
2/12/2025 | Graney & King LLC | 1,000 | $35K | 0.0% | N/A | 0.006% | |
2/12/2025 | Morey & Quinn Wealth Partners LLC | 14,359 | $497K | 0.4% | N/A | 0.083% | |
2/11/2025 | LPL Financial LLC | 8,093,718 | $280.21M | 0.1% | +35.2% | 46.784% | |
2/10/2025 | Commonwealth Equity Services LLC | 900,725 | $31.18M | 0.0% | +55.2% | 5.207% | |
2/10/2025 | IAG Wealth Partners LLC | 88,138 | $3.05M | 0.5% | +55.6% | 0.509% | |
2/7/2025 | Prosperity Financial Group Inc. | 18,489 | $640K | 0.3% | +11.6% | 0.107% | |
2/7/2025 | Riverbend Wealth Management LLC | 8,149 | $282K | 0.3% | N/A | 0.047% | |
2/7/2025 | Independent Advisor Alliance | 176,981 | $6.13M | 0.1% | N/A | 1.023% | |
2/7/2025 | Paragon Private Wealth Management LLC | 37,448 | $1.30M | 0.6% | +1.9% | 0.216% | |
2/7/2025 | Tower Wealth Partners Inc. | 468,042 | $16.20M | 8.5% | N/A | 2.705% | |
2/7/2025 | Axis Wealth Partners LLC | 28,784 | $996K | 0.8% | N/A | 0.166% | |
2/6/2025 | Raymond James Financial Inc. | 1,583,284 | $54.81M | 0.0% | N/A | 9.152% | |
2/6/2025 | Dana Investment Advisors Inc. | 10,945 | $379K | 0.0% | N/A | 0.063% | |
2/6/2025 | Atria Investments Inc | 184,511 | $6.39M | 0.1% | N/A | 1.067% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 14,827 | $513K | 0.0% | +681.6% | 0.086% | |
2/6/2025 | Jones Financial Companies Lllp | 91,271 | $3.16M | 0.0% | +120.3% | 0.528% | |
2/5/2025 | MMA Asset Management LLC | 28,732 | $995K | 0.4% | N/A | 0.166% | |
2/5/2025 | BlueStem Wealth Partners LLC | 1,196,929 | $41.44M | 5.4% | N/A | 6.919% | |
2/5/2025 | US Bancorp DE | 1,224 | $42K | 0.0% | N/A | 0.007% | |
2/5/2025 | Flynn Zito Capital Management LLC | 15,674 | $543K | 0.3% | N/A | 0.091% | |
2/4/2025 | Pine Valley Investments Ltd Liability Co | 10,383 | $359K | 0.0% | +33.8% | 0.060% | |
2/4/2025 | MONECO Advisors LLC | 7,742 | $268K | 0.0% | N/A | 0.045% | |
2/3/2025 | WealthCare Investment Partners LLC | 13,583 | $471K | 0.2% | +8.2% | 0.079% | |
2/3/2025 | Private Advisor Group LLC | 100,289 | $3.47M | 0.0% | +11.1% | 0.580% | |
1/31/2025 | Global Retirement Partners LLC | 2,670 | $92K | 0.0% | N/A | 0.015% | |
1/31/2025 | Atria Wealth Solutions Inc. | 23,050 | $798K | 0.0% | +264.4% | 0.133% | |
1/31/2025 | Sanctuary Advisors LLC | 25,046 | $896K | 0.0% | +4.8% | 0.145% | |
1/31/2025 | Spectrum Wealth Advisory Group LLC | 978,760 | $33.89M | 16.0% | +20.2% | 5.658% | |
1/30/2025 | Tcfg Wealth Management LLC | 6,184 | $214K | 0.1% | N/A | 0.036% | |
1/30/2025 | Principal Securities Inc. | 10,810 | $374K | 0.0% | +71.1% | 0.062% | |
1/30/2025 | Scarborough Advisors LLC | 422,447 | $14.63M | 2.1% | N/A | 2.442% | |
1/30/2025 | Bogart Wealth LLC | 171,048 | $5.92M | 0.3% | +59.3% | 0.989% | |
1/29/2025 | Gladstone Institutional Advisory LLC | 385,970 | $13.36M | 0.6% | -17.0% | 2.231% | |
1/29/2025 | Leavell Investment Management Inc. | 34,505 | $1.20M | 0.1% | +174.1% | 0.199% | |
1/29/2025 | Sovran Advisors LLC | 31,709 | $1.09M | 0.2% | N/A | 0.183% | |
1/29/2025 | Essex Financial Services Inc. | 134,852 | $4.67M | 0.3% | +234.0% | 0.779% | |
1/29/2025 | Comprehensive Financial Planning Inc. PA | 1,076 | $37K | 0.0% | N/A | 0.006% | |
1/28/2025 | Kestra Private Wealth Services LLC | 74,413 | $2.58M | 0.0% | N/A | 0.430% | |
1/27/2025 | Silver Oak Securities Incorporated | 82,611 | $2.87M | 0.3% | N/A | 0.478% | |
1/27/2025 | Stratos Investment Management LLC | 1,410,831 | $48.84M | 2.9% | +47.2% | 8.155% | |
1/27/2025 | Stratos Wealth Partners LTD. | 1,154,334 | $39.96M | 0.6% | +1.9% | 6.672% | |
1/24/2025 | DAVENPORT & Co LLC | 50,150 | $1.74M | 0.0% | +245.5% | 0.290% | |
1/23/2025 | USAdvisors Wealth Management LLC | 161,339 | $5.59M | 1.8% | N/A | 0.933% | |
1/22/2025 | Bensler LLC | 213,785 | $7.40M | 0.9% | +1.4% | 1.236% | |
1/22/2025 | Perigon Wealth Management LLC | 6,086 | $213K | 0.0% | N/A | 0.035% | |
1/21/2025 | Archford Capital Strategies LLC | 81,254 | $2.81M | 0.4% | N/A | 0.470% | |
1/17/2025 | Oxinas Partners Wealth Management LLC | 22,200 | $769K | 0.5% | N/A | 0.128% | |
1/16/2025 | Amplius Wealth Advisors LLC | 1,351,246 | $46.78M | 4.8% | +11.0% | 7.811% | |
1/16/2025 | RiverTree Advisors LLC | 46,242 | $1.60M | 1.1% | N/A | 0.267% | |
What to do with your collapsing portfolio… (Ad) There might be only one way to save your retirement in this volatile time.
After watching investors lose $6 trillion in market cap in a matter of DAYS...
And after seeing businesses bleeding dry as trade tensions spiral out of control...
What the acclaimed “Market Wizard” Larry Benedict — who beat the market by 103% during the 2008 crash — is about to reveal could not only save your retirement from Trump's tariffs… Click here to access this emergency briefing BEFORE the next tariff announcement... |
1/15/2025 | Ameritas Advisory Services LLC | 30,802 | $1.07M | 0.0% | N/A | 0.178% | |
1/15/2025 | RDA Financial Network | 98,957 | $3.43M | 1.0% | N/A | 0.572% | |
1/15/2025 | Empirical Asset Management LLC | 66,541 | $2.30M | 0.1% | -4.0% | 0.385% | |
1/15/2025 | Fermata Advisors LLC | 100,342 | $3.47M | 0.6% | -40.9% | 0.580% | |
1/14/2025 | Pines Wealth Management LLC | 16,935 | $582K | 0.3% | N/A | 0.098% | |
1/14/2025 | KWB Wealth | 41,061 | $1.39M | 0.2% | N/A | 0.237% | |
1/14/2025 | PCA Investment Advisory Services Inc. | 10,133 | $351K | 0.2% | N/A | 0.059% | |
1/13/2025 | AdvisorNet Financial Inc | 5,259 | $182K | 0.0% | N/A | 0.030% | |
12/26/2024 | JPMorgan Chase & Co. | 22,625 | $767K | 0.0% | -74.5% | 0.131% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 23,437 | $792K | 0.0% | +7.9% | 0.135% | |