4/17/2025 | Vicus Capital | 15,109 | $559K | 0.1% | +2.1% | 0.308% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 5,439 | $201K | 0.0% | N/A | 0.111% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 15,484 | $573K | 0.0% | +5.8% | 0.316% | |
4/15/2025 | Christian Investment Advisors Inc. | 327,698 | $12.74M | 8.9% | +0.5% | 6.688% | |
4/15/2025 | Strategic Equity Management | 19,983 | $740K | 0.3% | N/A | 0.408% | |
4/14/2025 | Whitaker Myers Wealth Managers LTD. | 10,851 | $402K | 0.1% | +11.6% | 0.221% | |
4/10/2025 | TrueWealth Advisors LLC | 16,465 | $610K | 0.2% | N/A | 0.336% | |
4/9/2025 | RFG Advisory LLC | 14,761 | $547K | 0.0% | N/A | 0.301% | |
4/7/2025 | O Connor Financial Group LLC | 149,508 | $5.54M | 2.9% | +1.6% | 3.051% | |
3/24/2025 | Mascagni Wealth Management Inc. | 1,034 | $40K | 0.0% | N/A | 0.022% | |
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3/17/2025 | Wealth Enhancement Advisory Services LLC | 14,640 | $572K | 0.0% | N/A | 0.308% | |
2/27/2025 | XY Planning Network Inc. | 26,946 | $1.05M | 0.8% | N/A | 0.567% | |
2/18/2025 | First Heartland Consultants Inc. | 39,150 | $1.53M | 0.1% | +15.3% | 1.119% | |
2/17/2025 | Cetera Investment Advisers | 25,949 | $1.01M | 0.0% | +3.4% | 0.741% | |
2/13/2025 | United Capital Financial Advisors LLC | 6,128 | $239K | 0.0% | N/A | 0.175% | |
2/13/2025 | CreativeOne Wealth LLC | 37,137 | $1.45M | 0.0% | N/A | 1.061% | |
2/13/2025 | Raymond James Financial Inc. | 5,615 | $219K | 0.0% | N/A | 0.160% | |
2/13/2025 | Faithward Advisors LLC | 185,818 | $7.26M | 1.2% | -1.0% | 5.309% | |
2/13/2025 | Advisory Services Network LLC | 7,959 | $311K | 0.0% | -13.9% | 0.227% | |
2/13/2025 | Envestnet Asset Management Inc. | 25,191 | $984K | 0.0% | +14.0% | 0.720% | |
2/12/2025 | Arete Wealth Advisors LLC | 11,188 | $438K | 0.0% | +34.6% | 0.320% | |
2/12/2025 | OneAscent Financial Services LLC | 98,782 | $3.86M | 0.3% | N/A | 2.822% | |
2/12/2025 | OneAscent Wealth Management LLC | 28,703 | $1.12M | 0.5% | +35.1% | 0.820% | |
2/11/2025 | LPL Financial LLC | 193,150 | $7.54M | 0.0% | +35.8% | 5.519% | |
2/11/2025 | SageOak Financial LLC | 9,066 | $354K | 0.3% | N/A | 0.259% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 209,533 | $8.18M | 0.7% | +7.8% | 5.987% | |
2/10/2025 | Harbour Investments Inc. | 1,840 | $72K | 0.0% | +59.3% | 0.053% | |
2/10/2025 | Commonwealth Equity Services LLC | 11,048 | $431K | 0.0% | +16.0% | 0.316% | |
2/10/2025 | Bare Financial Services Inc | 205,654 | $8.03M | 3.2% | +5.5% | 5.876% | |
2/10/2025 | EverSource Wealth Advisors LLC | 65,397 | $2.55M | 0.2% | +8.8% | 1.868% | |
2/7/2025 | Sowell Financial Services LLC | 48,189 | $1.88M | 0.1% | +134.6% | 1.377% | |
2/7/2025 | Frontier Asset Management LLC | 49,005 | $1.91M | 0.6% | -9.1% | 1.400% | |
2/6/2025 | Raymond James Financial Inc. | 5,615 | $219K | 0.0% | N/A | 0.160% | |
2/6/2025 | Sound Financial Strategies Group LLC | 39,086 | $1.53M | 1.3% | -4.0% | 1.117% | |
2/6/2025 | Atria Investments Inc | 18,593 | $726K | 0.0% | +19.0% | 0.531% | |
2/6/2025 | Jones Financial Companies Lllp | 3,474 | $136K | 0.0% | +188.3% | 0.099% | |
2/5/2025 | Christian Investment Advisors Inc. | 326,048 | $12.73M | 9.2% | N/A | 9.316% | |
2/4/2025 | Transcendent Capital Group LLC | 1,626 | $63K | 0.0% | N/A | 0.046% | |
2/4/2025 | IFP Advisors Inc | 14,777 | $577K | 0.0% | +36.4% | 0.422% | |
2/4/2025 | Midwest Capital Advisors LLC | 1,868 | $73K | 0.1% | N/A | 0.053% | |
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2/3/2025 | Turning Point Benefit Group Inc. | 163,273 | $6.37M | 6.1% | N/A | 4.665% | |
1/30/2025 | Valmark Advisers Inc. | 47,877 | $1.87M | 0.0% | -8.9% | 1.368% | |
1/30/2025 | Allworth Financial LP | 4,691 | $190K | 0.0% | N/A | 0.134% | |
1/30/2025 | Vicus Capital | 14,802 | $578K | 0.1% | +7.2% | 0.423% | |
1/29/2025 | Values First Advisors Inc. | 4,129 | $161K | 0.1% | N/A | 0.118% | |
1/23/2025 | Synergy Asset Management LLC | 6,074 | $236K | 0.0% | N/A | 0.174% | |
1/23/2025 | Strategic Blueprint LLC | 24,362 | $951K | 0.1% | -4.0% | 0.696% | |
1/22/2025 | Sound Stewardship LLC | 24,537 | $958K | 0.6% | +4.1% | 0.701% | |
1/21/2025 | Geneos Wealth Management Inc. | 5,012 | $196K | 0.0% | +33.0% | 0.143% | |
1/15/2025 | Whitaker Myers Wealth Managers LTD. | 9,721 | $380K | 0.1% | -4.2% | 0.278% | |
1/6/2025 | O Connor Financial Group LLC | 147,223 | $5.75M | 3.0% | +2.0% | 4.206% | |
11/18/2024 | Arete Wealth Advisors LLC | 8,312 | $323K | 0.0% | +20.3% | 0.237% | |
11/8/2024 | EverSource Wealth Advisors LLC | 60,126 | $2.34M | 0.1% | -1.4% | 1.718% | |
11/7/2024 | OneAscent Wealth Management LLC | 21,247 | $827K | 0.3% | N/A | 0.607% | |
11/5/2024 | First Heartland Consultants Inc. | 33,949 | $1.32M | 0.1% | -5.9% | 0.970% | |
11/1/2024 | Atria Investments Inc | 15,618 | $608K | 0.0% | -48.0% | 0.446% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 194,329 | $7.56M | 0.6% | -4.0% | 5.552% | |
10/25/2024 | Valmark Advisers Inc. | 52,580 | $2.05M | 0.0% | +100.9% | 1.502% | |
10/25/2024 | Strategic Blueprint LLC | 25,390 | $988K | 0.1% | +1.5% | 0.725% | |
10/24/2024 | Sound Stewardship LLC | 23,577 | $918K | 0.5% | -3.8% | 0.674% | |
10/24/2024 | J.W. Cole Advisors Inc. | 19,821 | $771K | 0.0% | +2.0% | 0.566% | |
10/21/2024 | Vicus Capital | 13,812 | $537K | 0.0% | +18.0% | 0.395% | |
10/18/2024 | Whitaker Myers Wealth Managers LTD. | 10,146 | $395K | 0.1% | +8.5% | 0.290% | |
10/8/2024 | CWM LLC | 46,856 | $1.82M | 0.0% | N/A | 1.339% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 13,277 | $517K | 0.0% | -6.6% | 0.379% | |
8/8/2024 | J.W. Cole Advisors Inc. | 19,435 | $690K | 0.0% | +30.3% | 0.555% | |
8/8/2024 | Frontier Asset Management LLC | 45,960 | $1.63M | 0.6% | +0.6% | 1.313% | |
8/1/2024 | Valmark Advisers Inc. | 26,171 | $930K | 0.0% | +40.0% | 0.748% | |
7/31/2024 | Commonwealth Equity Services LLC | 9,524 | $338K | 0.0% | -17.8% | 0.272% | |
7/30/2024 | International Assets Investment Management LLC | 1,215 | $43K | 0.0% | N/A | 0.035% | |
7/27/2024 | Strategic Blueprint LLC | 25,022 | $889K | 0.1% | -2.1% | 0.715% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 29,200 | $1.04M | 0.0% | +26.9% | 0.834% | |
7/25/2024 | First Heartland Consultants Inc. | 36,082 | $1.28M | 0.1% | +71.9% | 1.031% | |
7/24/2024 | Sound Stewardship LLC | 24,512 | $871K | 0.5% | +12.2% | 0.700% | |
7/23/2024 | Vicus Capital | 11,704 | $416K | 0.0% | +6.4% | 0.334% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 9,837 | $349K | 0.0% | -6.0% | 0.281% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 14,212 | $505K | 0.0% | N/A | 0.406% | |
7/9/2024 | Mather Group LLC. | 1,045 | $38K | 0.0% | N/A | 0.030% | |
6/11/2024 | EverSource Wealth Advisors LLC | 58,727 | $2.02M | 0.2% | +28.2% | 1.678% | |
5/24/2024 | Cetera Advisors LLC | 11,201 | $411K | 0.0% | -17.0% | 0.320% | |
5/21/2024 | Atria Investments Inc | 124,253 | $4.56M | 0.1% | N/A | 3.550% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 10,470 | $384K | 0.0% | +5.6% | 0.299% | |
4/30/2024 | J.W. Cole Advisors Inc. | 14,911 | $547K | 0.0% | +2.4% | 0.426% | |
4/23/2024 | Strategic Blueprint LLC | 25,549 | $937K | 0.1% | -2.9% | 0.741% | |
4/17/2024 | Vicus Capital | 11,005 | $404K | 0.0% | +6.9% | 0.319% | |
4/16/2024 | OneAscent Financial Services LLC | 156,696 | $5.75M | 0.6% | +269.4% | 4.542% | |
4/16/2024 | OneAscent Wealth Management LLC | 51,340 | $1.88M | 0.7% | +744.7% | 1.488% | |
4/11/2024 | O Connor Financial Group LLC | 150,520 | $5.52M | 3.3% | +1.4% | 6.272% | |
2/12/2024 | WorthPointe LLC | 19,114 | $676K | 0.3% | +64.2% | 0.796% | |
2/9/2024 | Advisory Services Network LLC | 9,476 | $335K | 0.0% | N/A | 0.395% | |
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. |
2/9/2024 | EverSource Wealth Advisors LLC | 45,810 | $1.62M | 0.1% | +16.8% | 1.909% | |
2/8/2024 | First Heartland Consultants Inc. | 11,222 | $397K | 0.0% | -11.2% | 0.468% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 9,914 | $351K | 0.0% | +32.8% | 0.413% | |
2/6/2024 | Bare Financial Services Inc | 9,731 | $344K | 0.7% | N/A | 0.405% | |
2/5/2024 | Silver Oak Securities Incorporated | 6,087 | $215K | 0.0% | +232.1% | 0.254% | |
2/1/2024 | Vicus Capital | 10,293 | $364K | 0.0% | +3.0% | 0.429% | |
1/31/2024 | J.W. Cole Advisors Inc. | 14,564 | $515K | 0.0% | +3.0% | 0.607% | |
1/25/2024 | International Assets Investment Management LLC | 42,781 | $1.51M | 0.0% | N/A | 1.783% | |
1/24/2024 | International Assets Investment Management LLC | 42,781 | $1.51M | 0.0% | N/A | 1.783% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 8,447 | $298K | 0.1% | +107.7% | 0.352% | |