7/2/2025 | HBW Advisory Services LLC | 7,987 | $405K | 0.1% | N/A | 0.012% | |
6/27/2025 | Goldman Sachs Group Inc. | 16,147 | $831K | 0.0% | +8.7% | 0.025% | |
5/29/2025 | Nova Wealth Management Inc. | 4,076 | $210K | 0.2% | +205.3% | 0.006% | |
5/22/2025 | WBI Investments LLC | 62,989 | $3.24M | 0.9% | -44.5% | 0.095% | |
5/21/2025 | MBL Wealth LLC | 354,257 | $18.23M | 1.8% | +1.3% | 0.532% | |
5/21/2025 | Geneos Wealth Management Inc. | 196,669 | $10.12M | 0.3% | -41.9% | 0.295% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 20,453 | $1.05M | 0.2% | +8.2% | 0.031% | |
5/20/2025 | Belpointe Asset Management LLC | 6,439 | $333K | 0.0% | +28.6% | 0.010% | |
5/20/2025 | Integrity Alliance LLC. | 49,509 | $2.55M | 0.1% | N/A | 0.074% | |
5/16/2025 | Goldman Sachs Group Inc. | 16,147 | $831K | 0.0% | +8.7% | 0.024% | |
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5/16/2025 | NewEdge Advisors LLC | 133,740 | $6.88M | 0.0% | +2.6% | 0.201% | |
5/16/2025 | Integrated Wealth Concepts LLC | 5,910 | $304K | 0.0% | -50.7% | 0.009% | |
5/16/2025 | 1 North Wealth Services LLC | 116,552 | $6.00M | 2.8% | -5.0% | 0.175% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 19,569 | $1.01M | 0.0% | +5.3% | 0.029% | |
5/15/2025 | Royal Bank of Canada | 830,522 | $42.73M | 0.0% | +19.3% | 1.247% | |
5/15/2025 | Calton & Associates Inc. | 37,681 | $1.94M | 0.4% | +35.2% | 0.057% | |
5/15/2025 | Titleist Asset Management LLC | 117,377 | $6.04M | 0.7% | N/A | 0.176% | |
5/15/2025 | Baird Financial Group Inc. | 11,734 | $604K | 0.0% | +74.3% | 0.018% | |
5/14/2025 | CreativeOne Wealth LLC | 9,885 | $509K | 0.0% | +2.7% | 0.015% | |
5/14/2025 | PKS Advisory Services LLC | 39,952 | $2.06M | 0.6% | +41.0% | 0.060% | |
5/14/2025 | Comerica Bank | 39,328 | $2.02M | 0.0% | -4.4% | 0.059% | |
5/14/2025 | Freedom Investment Management Inc. | 20,944 | $1.08M | 0.1% | +18.8% | 0.031% | |
5/14/2025 | Synovus Financial Corp | 8,831 | $454K | 0.0% | +59.4% | 0.013% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 609,996 | $31.38M | 0.0% | +3.5% | 0.916% | |
5/14/2025 | Kestra Advisory Services LLC | 389,249 | $20.03M | 0.1% | +1.6% | 0.584% | |
5/14/2025 | OFC Financial Planning LLC | 76,563 | $3.94M | 4.5% | -1.2% | 0.115% | |
5/14/2025 | Ameriprise Financial Inc. | 1,248,954 | $64.25M | 0.0% | +654.2% | 1.875% | |
5/14/2025 | Level Four Advisory Services LLC | 390,246 | $20.08M | 0.8% | +1.0% | 0.586% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 149,995 | $7.72M | 0.1% | +1.7% | 0.225% | |
5/13/2025 | Raymond James Financial Inc. | 2,864,864 | $147.40M | 0.1% | +17.5% | 4.302% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 4,543 | $234K | 0.0% | N/A | 0.007% | |
5/13/2025 | EverSource Wealth Advisors LLC | 10,551 | $543K | 0.0% | +355.0% | 0.016% | |
5/13/2025 | HighTower Advisors LLC | 33,266 | $1.71M | 0.0% | -81.6% | 0.050% | |
5/12/2025 | SouthState Corp | 2,715 | $140K | 0.0% | N/A | 0.004% | |
5/12/2025 | Koss Olinger Consulting LLC | 606,355 | $31.20M | 2.6% | +0.7% | 0.910% | |
5/12/2025 | Beam Wealth Advisors Inc. | 42,704 | $2.20M | 0.7% | -3.3% | 0.064% | |
5/12/2025 | One Degree Advisors Inc | 10,998 | $565K | 0.2% | +50.2% | 0.017% | |
5/9/2025 | WealthShield Partners LLC | 37,406 | $1.93M | 0.2% | -0.6% | 0.056% | |
5/9/2025 | Atria Wealth Solutions Inc. | 344,764 | $17.74M | 0.2% | +4.4% | 0.518% | |
5/9/2025 | Thoroughbred Financial Services LLC | 84,447 | $4.34M | 0.3% | +853.9% | 0.127% | |
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5/9/2025 | Commonwealth Equity Services LLC | 1,457,052 | $74.97M | 0.1% | +8.2% | 2.188% | |
5/9/2025 | PNC Financial Services Group Inc. | 20,168 | $1.04M | 0.0% | +5.8% | 0.030% | |
5/8/2025 | SPC Financial Inc. | 126,075 | $6.49M | 0.6% | +5.1% | 0.189% | |
5/8/2025 | MONECO Advisors LLC | 193,065 | $9.93M | 1.0% | +4.9% | 0.290% | |
5/8/2025 | Harbour Investments Inc. | 53,077 | $2.73M | 0.1% | +97.3% | 0.080% | |
5/8/2025 | Geneos Wealth Management Inc. | 286,752 | $14.75M | 0.4% | -15.3% | 0.431% | |
5/7/2025 | Maridea Wealth Management LLC | 5,144 | $265K | 0.1% | -60.4% | 0.008% | |
5/7/2025 | LPL Financial LLC | 4,819,492 | $247.96M | 0.1% | +38.2% | 7.236% | |
5/6/2025 | Pacer Advisors Inc. | 209,644 | $10.79M | 0.0% | -0.1% | 0.330% | |
5/6/2025 | MY Wealth Management Inc. | 174,933 | $9M | 8.7% | +23.8% | 0.276% | |
5/6/2025 | Assetmark Inc. | 2,604 | $134K | 0.0% | +128.8% | 0.004% | |
5/6/2025 | Cetera Investment Advisers | 1,274,832 | $65.59M | 0.1% | +3.1% | 2.009% | |
5/6/2025 | Avantax Advisory Services Inc. | 356,197 | $18.33M | 0.1% | +10.3% | 0.561% | |
5/6/2025 | Strategic Financial Partners Ltd. | 21,744 | $1.12M | 0.6% | -1.2% | 0.034% | |
5/6/2025 | PFG Advisors | 224,733 | $11.56M | 0.6% | +8.5% | 0.354% | |
5/5/2025 | Lunt Capital Management Inc. | 43,128 | $2.22M | 0.8% | +5.0% | 0.068% | |
5/5/2025 | J.W. Cole Advisors Inc. | 173,937 | $8.95M | 0.3% | +61.2% | 0.274% | |
5/5/2025 | WNY Asset Management LLC | 6,218 | $320K | 0.0% | +60.8% | 0.010% | |
5/5/2025 | IFP Advisors Inc | 5,550 | $286K | 0.0% | +72.7% | 0.009% | |
5/5/2025 | OneAscent Financial Services LLC | 11,668 | $600K | 0.0% | +90.6% | 0.018% | |
5/5/2025 | Calton & Associates Inc. | 43,101 | $2.22M | 0.3% | +54.7% | 0.068% | |
5/5/2025 | Kestra Private Wealth Services LLC | 39,111 | $2.01M | 0.0% | +19.7% | 0.062% | |
5/5/2025 | Private Advisor Group LLC | 177,763 | $9.15M | 0.1% | +13.4% | 0.280% | |
5/2/2025 | Independent Wealth Network Inc. | 8,726 | $449K | 0.2% | -4.5% | 0.014% | |
5/2/2025 | Apollon Wealth Management LLC | 12,210 | $628K | 0.0% | +14.0% | 0.019% | |
5/2/2025 | Sigma Planning Corp | 15,024 | $773K | 0.0% | -1.8% | 0.024% | |
5/1/2025 | Curtis Advisory Group LLC | 75,745 | $3.90M | 1.1% | +42.5% | 0.119% | |
4/30/2025 | Allworth Financial LP | 6,937 | $337K | 0.0% | -3.7% | 0.011% | |
4/30/2025 | Axxcess Wealth Management LLC | 30,911 | $1.59M | 0.0% | +0.7% | 0.049% | |
4/30/2025 | Silverlake Wealth Management LLC | 9,450 | $486K | 0.2% | -3.6% | 0.015% | |
4/30/2025 | Stratos Wealth Partners LTD. | 114,645 | $5.90M | 0.1% | +9.3% | 0.181% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,070,076 | $55.06M | 0.0% | +16.9% | 1.686% | |
4/29/2025 | Meridian Investment Counsel Inc. | 12,000 | $617K | 0.2% | -9.1% | 0.019% | |
4/29/2025 | Concurrent Investment Advisors LLC | 67,939 | $3.50M | 0.1% | +41.2% | 0.107% | |
4/29/2025 | World Investment Advisors | 11,292 | $581K | 0.0% | +3.4% | 0.018% | |
4/29/2025 | Capital Investment Advisory Services LLC | 44,332 | $2.28M | 0.2% | N/A | 0.070% | |
4/29/2025 | Silver Oak Securities Incorporated | 16,442 | $843K | 0.1% | +15.6% | 0.026% | |
4/28/2025 | D.A. Davidson & CO. | 151,817 | $7.81M | 0.1% | +28.7% | 0.239% | |
4/28/2025 | Private Trust Co. NA | 23,558 | $1.21M | 0.1% | +3.3% | 0.037% | |
4/28/2025 | DAVENPORT & Co LLC | 331,205 | $17.04M | 0.1% | +7.1% | 0.522% | |
4/28/2025 | Clear Creek Financial Management LLC | 13,983 | $719K | 0.1% | +112.5% | 0.022% | |
4/25/2025 | Saxon Interests Inc. | 16,794 | $864K | 0.4% | +30.5% | 0.026% | |
4/25/2025 | Ameritas Advisory Services LLC | 5,666 | $299K | 0.0% | +5.1% | 0.009% | |
4/24/2025 | Golden State Wealth Management LLC | 8,025 | $413K | 0.1% | +8.5% | 0.013% | |
4/24/2025 | Money Concepts Capital Corp | 7,934 | $408K | 0.0% | -69.6% | 0.013% | |
4/23/2025 | Western Wealth Management LLC | 14,847 | $764K | 0.1% | +6.2% | 0.023% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 42,561 | $2.19M | 0.2% | +7.5% | 0.067% | |
4/23/2025 | Tyche Wealth Partners LLC | 233,120 | $11.99M | 2.6% | +1.9% | 0.367% | |
4/23/2025 | Ferguson Shapiro LLC | 1,365,533 | $70.26M | 26.2% | +3.6% | 2.152% | |
4/23/2025 | Golden State Wealth Management LLC | 16,048 | $826K | 0.1% | +117.0% | 0.025% | |
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A single announcement by July 22nd could soon bring Elon Musk's DOGE operation to its final, dramatic conclusion - with huge consequences for millions of investors. So if you have any money in the market... you're almost out of time to prepare. This plan has already been put in place... and can operate even if Elon's long gone from Washington.  And it could have a major impact on how you collect Social Security - Click here to understand what' |
4/23/2025 | Golden State Equity Partners | 11,145 | $573K | 0.1% | -6.8% | 0.018% | |
4/23/2025 | Financial Enhancement Group LLC | 267,545 | $12.99M | 2.0% | +24.1% | 0.422% | |
4/23/2025 | International Assets Investment Management LLC | 13,903 | $715K | 0.0% | -2.2% | 0.022% | |
4/23/2025 | Sheets Smith Wealth Management | 29,205 | $1.50M | 0.2% | N/A | 0.046% | |
4/23/2025 | Mascagni Wealth Management Inc. | 5,179 | $277K | 0.3% | -9.6% | 0.008% | |
4/23/2025 | Oppenheimer & Co. Inc. | 28,629 | $1.47M | 0.0% | +1.5% | 0.045% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 926,645 | $47.68M | 0.2% | +2.2% | 1.460% | |
4/22/2025 | Aspire Capital Advisors LLC | 58,055 | $2.99M | 0.9% | N/A | 0.091% | |
4/22/2025 | Burt Wealth Advisors | 7,747 | $399K | 0.1% | +6.1% | 0.012% | |
4/22/2025 | Advisor Resource Council | 130,234 | $6.70M | 0.5% | +111.9% | 0.205% | |