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500 synthetic advisory accounts. Ask for the view you want, check the Preview, then apply or undo. This runs in your browser on the keyless Mock Provider, with no server and no account.

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500 rows, showing the first 100

Account number	Household	Advisor	Registration type	Custodian	Market value	Concentration	Unrealized gain	Restricted holdings
AC-100000	Fairholm Household	Emerson Hale	Roth IRA	Northgate	$1,838,562	23.7%	-$56,460	No
AC-100001	Fairholm Household	Blake Moreno	Trust	Summit Trust	$3,757,780	13.8%	-$229,595	No
AC-100002	Hollis Household	Avery Lane	IRA	Summit Trust	$2,383,609	2.3%	$231,042	Yes
AC-100003	Alder Household	Avery Lane	Trust	Harborline	$402,764	1.2%	-$28,515	No
AC-100004	Jessup Household	Blake Moreno	IRA	Northgate	$1,227,557	2.3%	$101,445	No
AC-100005	Hollis Household	Blake Moreno	IRA	Summit Trust	$347,548	38.6%	$21,965	No
AC-100006	Dunmore Household	Avery Lane	Roth IRA	Summit Trust	$449,829	31.2%	$103,972	Yes
AC-100007	Fairholm Household	Emerson Hale	Taxable	Northgate	$4,458,649	0.7%	$18,629	No
AC-100008	Kestrel Household	Avery Lane	Roth IRA	Summit Trust	$1,903,520	12.5%	$271,507	No
AC-100009	Jessup Household	Avery Lane	Trust	Harborline	$1,390,109	41.2%	$46,702	No
AC-100010	Hollis Household	Blake Moreno	Roth IRA	Northgate	$612,040	20.2%	$120,725	No
AC-100011	Kestrel Household	Casey Ortiz	Roth IRA	Northgate	$4,940,891	4.5%	$685,245	No
AC-100012	Kestrel Household	Avery Lane	IRA	Summit Trust	$3,107,643	5.8%	$774,109	No
AC-100013	Ivers Household	Blake Moreno	IRA	Northgate	$2,541,288	29.5%	-$14,301	No
AC-100014	Kestrel Household	Blake Moreno	Trust	Harborline	$2,007,821	5.9%	$412,569	No
AC-100015	Ivers Household	Dana Whitfield	Trust	Summit Trust	$50,449	9.4%	$5,124	No
AC-100016	Alder Household	Dana Whitfield	Roth IRA	Northgate	$217,630	12.4%	-$1,167	Yes
AC-100017	Lomax Household	Casey Ortiz	Trust	Northgate	$291,534	7.7%	$24,601	No
AC-100018	Fairholm Household	Casey Ortiz	Roth IRA	Harborline	$820,980	15.1%	$179,184	No
AC-100019	Hollis Household	Casey Ortiz	Roth IRA	Northgate	$1,264,161	14.6%	-$25,900	No
AC-100020	Cedar Household	Avery Lane	Roth IRA	Northgate	$2,267,386	5.6%	-$32,836	Yes
AC-100021	Cedar Household	Casey Ortiz	IRA	Summit Trust	$1,701,061	41.1%	$314,152	No
AC-100022	Kestrel Household	Casey Ortiz	Trust	Summit Trust	$167,612	20.3%	-$13,637	No
AC-100023	Cedar Household	Blake Moreno	Roth IRA	Summit Trust	$3,278,418	22.1%	$668,118	No
AC-100024	Alder Household	Avery Lane	Taxable	Harborline	$2,787,210	30.4%	$457,994	No
AC-100025	Hollis Household	Emerson Hale	Trust	Harborline	$3,345,804	15.8%	$129,692	No
AC-100026	Ellery Household	Emerson Hale	Roth IRA	Northgate	$2,345,542	38%	-$186,147	No
AC-100027	Birch Household	Dana Whitfield	Roth IRA	Summit Trust	$51,974	39.6%	$2,417	No
AC-100028	Dunmore Household	Avery Lane	Taxable	Northgate	$154,293	19.8%	$13,501	No
AC-100029	Jessup Household	Avery Lane	Roth IRA	Harborline	$3,167,290	20%	$150,798	No
AC-100030	Dunmore Household	Blake Moreno	Taxable	Harborline	$944,319	12%	$68,202	No
AC-100031	Fairholm Household	Avery Lane	Taxable	Northgate	$2,124,514	42.4%	-$238,542	No
AC-100032	Greaves Household	Avery Lane	Trust	Northgate	$966,953	16.7%	-$46,526	No
AC-100033	Birch Household	Emerson Hale	Trust	Harborline	$1,624,856	35.8%	$129,214	No
AC-100034	Cedar Household	Avery Lane	Taxable	Northgate	$1,425,042	11.8%	$183,625	No
AC-100035	Lomax Household	Avery Lane	IRA	Harborline	$1,607,877	12.8%	$310,707	No
AC-100036	Lomax Household	Emerson Hale	IRA	Harborline	$257,955	38.7%	$60,397	No
AC-100037	Jessup Household	Blake Moreno	IRA	Summit Trust	$1,650,005	24.7%	$222,604	No
AC-100038	Lomax Household	Emerson Hale	Trust	Northgate	$1,525,751	28.4%	$194,027	No
AC-100039	Kestrel Household	Blake Moreno	Trust	Harborline	$790,776	15.3%	$57,841	No
AC-100040	Kestrel Household	Dana Whitfield	Taxable	Northgate	$1,939,680	43.3%	$106,019	No
AC-100041	Jessup Household	Dana Whitfield	Roth IRA	Northgate	$2,019,433	38.1%	$446,342	No
AC-100042	Alder Household	Casey Ortiz	Trust	Summit Trust	$1,149,624	19%	$42,666	No
AC-100043	Greaves Household	Avery Lane	Taxable	Northgate	$2,596,677	5.5%	$26,337	No
AC-100044	Ivers Household	Avery Lane	Taxable	Northgate	$3,524,911	31.5%	-$113,259	No
AC-100045	Kestrel Household	Emerson Hale	IRA	Northgate	$1,990,367	28.2%	-$87,734	No
AC-100046	Dunmore Household	Dana Whitfield	Roth IRA	Harborline	$434,574	26.6%	-$41,879	No
AC-100047	Lomax Household	Avery Lane	Taxable	Northgate	$2,400,490	15.3%	-$105,474	No
AC-100048	Greaves Household	Emerson Hale	IRA	Harborline	$4,905,277	1.4%	$754,845	No
AC-100049	Cedar Household	Dana Whitfield	Roth IRA	Northgate	$749,364	3.7%	$126,659	No
AC-100050	Jessup Household	Casey Ortiz	Trust	Northgate	$3,799,848	6.5%	$307,208	No
AC-100051	Jessup Household	Blake Moreno	Taxable	Harborline	$261,205	27.1%	$21,464	No
AC-100052	Greaves Household	Dana Whitfield	Taxable	Summit Trust	$4,258,223	26.1%	-$112,510	Yes
AC-100053	Ivers Household	Dana Whitfield	IRA	Summit Trust	$576,944	20.5%	-$38,621	No
AC-100054	Cedar Household	Emerson Hale	Taxable	Northgate	$1,324,976	44.8%	-$73,318	No
AC-100055	Hollis Household	Casey Ortiz	Roth IRA	Northgate	$1,330,946	44.1%	$255,134	No
AC-100056	Greaves Household	Dana Whitfield	IRA	Harborline	$257,771	11.3%	$15,398	Yes
AC-100057	Ellery Household	Casey Ortiz	IRA	Harborline	$3,725,455	1.8%	$470,678	Yes
AC-100058	Jessup Household	Dana Whitfield	Trust	Northgate	$4,069,712	26.4%	$323,833	No
AC-100059	Fairholm Household	Casey Ortiz	Roth IRA	Northgate	$1,349,882	31.9%	-$186,983	No
AC-100060	Ellery Household	Dana Whitfield	Trust	Northgate	$216,192	27.8%	$47,789	No
AC-100061	Greaves Household	Casey Ortiz	IRA	Harborline	$60,292	33.9%	-$5,515	No
AC-100062	Lomax Household	Emerson Hale	IRA	Northgate	$1,802,844	41%	-$207,516	No
AC-100063	Ivers Household	Casey Ortiz	Roth IRA	Summit Trust	$1,223,015	29.9%	$310,264	No
AC-100064	Jessup Household	Emerson Hale	Trust	Northgate	$4,679,874	4%	$1,203,576	Yes
AC-100065	Kestrel Household	Dana Whitfield	Trust	Northgate	$1,244,104	37.8%	$51,634	No
AC-100066	Dunmore Household	Avery Lane	IRA	Summit Trust	$2,178,386	2.3%	-$184,707	No
AC-100067	Ellery Household	Dana Whitfield	Trust	Harborline	$1,958,212	35.7%	$305,072	Yes
AC-100068	Kestrel Household	Blake Moreno	Roth IRA	Summit Trust	$2,366,797	21%	$29,666	No
AC-100069	Dunmore Household	Casey Ortiz	Roth IRA	Summit Trust	$2,021,987	7.8%	$197,792	Yes
AC-100070	Jessup Household	Casey Ortiz	Roth IRA	Summit Trust	$2,103,580	17.6%	$200,968	No
AC-100071	Cedar Household	Dana Whitfield	Roth IRA	Harborline	$4,770,364	24.6%	$534,736	No
AC-100072	Alder Household	Avery Lane	Taxable	Summit Trust	$2,996,857	0%	-$378,004	No
AC-100073	Ivers Household	Dana Whitfield	Taxable	Harborline	$66,349	37.2%	-$114	No
AC-100074	Hollis Household	Avery Lane	Roth IRA	Harborline	$2,779,724	38.3%	$255,777	No
AC-100075	Ellery Household	Casey Ortiz	Taxable	Northgate	$1,762,352	31.8%	$269,725	No
AC-100076	Lomax Household	Casey Ortiz	Roth IRA	Harborline	$4,269,798	30%	$1,074,011	No
AC-100077	Ellery Household	Emerson Hale	Roth IRA	Summit Trust	$2,428,425	10.5%	-$193,544	No
AC-100078	Greaves Household	Emerson Hale	Taxable	Harborline	$4,829,840	27.2%	$1,233,976	No
AC-100079	Cedar Household	Emerson Hale	IRA	Harborline	$4,642,142	17.5%	-$247,167	No
AC-100080	Hollis Household	Blake Moreno	Roth IRA	Harborline	$4,463,794	20.1%	-$310,253	No
AC-100081	Hollis Household	Casey Ortiz	Trust	Harborline	$4,057,837	38.4%	$152,169	No
AC-100082	Hollis Household	Dana Whitfield	Roth IRA	Harborline	$1,074,126	7.8%	-$148,052	No
AC-100083	Dunmore Household	Avery Lane	Taxable	Harborline	$772,831	12.7%	-$94,903	No
AC-100084	Birch Household	Dana Whitfield	Taxable	Northgate	$2,473,556	27.9%	-$9,692	No
AC-100085	Fairholm Household	Emerson Hale	Taxable	Northgate	$1,927,885	15.6%	$412,323	No
AC-100086	Fairholm Household	Avery Lane	Roth IRA	Harborline	$4,544,241	33.8%	$1,073,037	No
AC-100087	Birch Household	Emerson Hale	Roth IRA	Northgate	$750,112	1.6%	$152,257	Yes
AC-100088	Greaves Household	Casey Ortiz	Trust	Harborline	$1,464,202	30.4%	$102,134	No
AC-100089	Birch Household	Blake Moreno	Trust	Harborline	$3,920,680	31.6%	$291,995	No
AC-100090	Ellery Household	Blake Moreno	Roth IRA	Summit Trust	$571,188	39.7%	-$25,515	No
AC-100091	Greaves Household	Dana Whitfield	Roth IRA	Harborline	$1,250,611	44.9%	-$64,187	No
AC-100092	Birch Household	Avery Lane	Taxable	Harborline	$58,864	34.5%	$4,168	No
AC-100093	Lomax Household	Dana Whitfield	IRA	Harborline	$761,295	33.7%	-$17,808	No
AC-100094	Birch Household	Emerson Hale	IRA	Northgate	$394,882	42.7%	-$48,384	No
AC-100095	Alder Household	Dana Whitfield	Trust	Northgate	$1,687,191	37.9%	-$88,033	No
AC-100096	Fairholm Household	Avery Lane	IRA	Northgate	$1,056,940	17.2%	$55,772	No
AC-100097	Lomax Household	Dana Whitfield	Taxable	Northgate	$51,331	8.5%	$6,964	No
AC-100098	Kestrel Household	Emerson Hale	Taxable	Summit Trust	$4,763,876	22.9%	$900,902	No
AC-100099	Kestrel Household	Emerson Hale	Trust	Northgate	$50,013	6.1%	-$6,787	No