| 10/13/2026 | Accel Wealth Management | 22,177 | $683K | 0.1% | +9.4% | 0.584% | |
| 10/8/2026 | Farther Finance Advisors LLC | 5,800 | $179K | 0.0% | N/A | 0.153% | |
| 10/7/2026 | Venture Visionary Partners LLC | 19,879 | $612K | 0.0% | N/A | 0.523% | |
| 9/11/2026 | Bullseye Investment Management LLC | 264,696 | $8.41M | 4.2% | N/A | 6.966% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 45,269 | $1.44M | 0.0% | +25.9% | 1.191% | |
| 9/9/2026 | RFG Advisory LLC | 28,880 | $917K | 0.0% | +159.2% | 0.760% | |
| 9/9/2026 | NewEdge Advisors LLC | 19,108 | $607K | 0.0% | +106.5% | 0.503% | |
| 8/23/2026 | Endeavor Private Wealth Inc. | 16,210 | $515K | 0.1% | +33.3% | 0.427% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 24,875 | $790K | 0.0% | +17.7% | 0.655% | |
| 8/21/2026 | Luken Investment Analytics LLC | 797,531 | $25.33M | 8.7% | -1.6% | 20.988% | |
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| 8/21/2026 | Triumph Capital Management | 19,421 | $617K | 0.1% | +517.9% | 0.511% | |
| 7/10/2026 | Accel Wealth Management | 20,266 | $644K | 0.1% | +32.3% | 0.533% | |
| 7/10/2026 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 6,525 | $207K | 0.0% | N/A | 0.172% | |
| 7/7/2026 | CoreCap Advisors LLC | 2,046 | $65K | 0.0% | -79.2% | 0.054% | |
| 6/3/2026 | NewEdge Advisors LLC | 9,253 | $246K | 0.0% | +2,201.7% | 0.244% | |
| 5/19/2026 | NewEdge Advisors LLC | 9,153 | $243K | 0.0% | +2,176.9% | 0.241% | |
| 5/19/2026 | Arkadios Wealth Advisors | 11,600 | $308K | 0.0% | -3.0% | 0.305% | |
| 5/18/2026 | Sunbelt Securities Inc. | 18,096 | $481K | 0.0% | +47.1% | 0.476% | |
| 5/18/2026 | Royal Bank of Canada | 408,277 | $10.84M | 0.0% | +4.9% | 10.744% | |
| 5/13/2026 | Cetera Investment Advisers | 313,888 | $8.34M | 0.0% | -3.7% | 8.260% | |
| 5/13/2026 | First Trust Advisors LP | 69,437 | $1.84M | 0.0% | +30.2% | 1.827% | |
| 5/6/2026 | SteelPeak Wealth LLC | 9,085 | $241K | 0.0% | -55.6% | 0.239% | |
| 5/6/2026 | Independent Financial Group LLC | 200,108 | $5.32M | 0.2% | N/A | 5.266% | |
| 4/30/2026 | Kestra Advisory Services LLC | 30,226 | $803K | 0.0% | +774.3% | 0.795% | |
| 4/29/2026 | Southern Capital Services Inc. ADV | 559,518 | $14.86M | 9.6% | +2.5% | 14.724% | |
| 4/28/2026 | Stephens Inc. AR | 31,879 | $847K | 0.0% | +14.8% | 0.839% | |
| 4/27/2026 | Private Advisor Group LLC | 72,691 | $1.93M | 0.0% | +9.5% | 1.913% | |
| 4/23/2026 | Intrua Financial LLC | 28,844 | $766K | 0.1% | -3.7% | 0.759% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 17,130 | $455K | 0.0% | +125.4% | 0.451% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 14,607 | $388K | 0.0% | -5.3% | 0.384% | |
| 4/21/2026 | Sequent Planning LLC | 90,157 | $2.40M | 0.6% | +6.7% | 2.373% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 9,619 | $255K | 0.0% | +7.9% | 0.253% | |
| 4/16/2026 | Balboa Wealth Partners | 8,383 | $223K | 0.0% | +4.3% | 0.221% | |
| 2/27/2026 | Southern Capital Services Inc. ADV | 545,758 | $15.14M | 9.5% | N/A | 5.513% | |
| 2/20/2026 | Sunbelt Securities Inc. | 12,304 | $341K | 0.0% | +40.4% | 0.124% | |
| 2/18/2026 | IHT Wealth Management LLC | 8,893 | $247K | 0.0% | N/A | 0.090% | |
| 2/18/2026 | Core Wealth Partners LLC | 18,792 | $521K | 0.2% | +3.4% | 0.190% | |
| 2/17/2026 | Cetera Investment Advisers | 325,875 | $9.04M | 0.0% | -25.2% | 3.292% | |
| 2/17/2026 | Osaic Holdings Inc. | 155,442 | $4.31M | 0.0% | +64.1% | 1.570% | |
| 2/17/2026 | Royal Bank of Canada | 389,270 | $10.80M | 0.0% | +558.5% | 3.932% | |
Elon says the ‘S’ word (Ad) Elon Musk and Sam Altman have sued each other and feuded for years. Yet within days of one another, both men described the same moment in strikingly similar terms: a technological tipping point they call the Singularity.
James Altucher says the idea once belonged to science fiction. Now he connects it to a move Musk could make as soon as October 21, and lays out what both men see coming in a short presentation. Watch the free presentation now to see what they revealed |
| 2/17/2026 | Faithward Advisors LLC | 9,058 | $251K | 0.0% | -40.5% | 0.091% | |
| 2/16/2026 | Mariner LLC | 8,259 | $229K | 0.0% | N/A | 0.083% | |
| 2/16/2026 | Arax Advisory Partners | 54,893 | $1.52M | 0.0% | N/A | 0.554% | |
| 2/16/2026 | AFT Forsyth & Company Inc. | 10,414 | $289K | 0.1% | N/A | 0.105% | |
| 2/13/2026 | Kestra Advisory Services LLC | 3,457 | $96K | 0.0% | N/A | 0.035% | |
| 2/13/2026 | Stifel Financial Corp | 180,299 | $5.00M | 0.0% | +665.9% | 1.821% | |
| 2/13/2026 | Arkadios Wealth Advisors | 11,958 | $332K | 0.0% | +19.5% | 0.121% | |
| 2/13/2026 | First Trust Advisors LP | 53,327 | $1.48M | 0.0% | +74.3% | 0.539% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 22,141 | $614K | 0.0% | +94.1% | 0.224% | |
| 2/12/2026 | Jane Street Group LLC | 8,966 | $249K | 0.0% | -69.2% | 0.091% | |
| 2/12/2026 | Triumph Capital Management | 3,343 | $93K | 0.0% | +442.7% | 0.034% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 42,613 | $1.18M | 0.0% | +141.6% | 0.430% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 15,430 | $428K | 0.0% | -14.3% | 0.156% | |
| 2/11/2026 | LPL Financial LLC | 406,776 | $11.28M | 0.0% | +44.2% | 4.109% | |
| 2/11/2026 | Endeavor Private Wealth Inc. | 10,008 | $278K | 0.1% | N/A | 0.101% | |
| 2/10/2026 | Calton & Associates Inc. | 15,080 | $418K | 0.1% | +34.7% | 0.152% | |
| 2/9/2026 | Harbour Investments Inc. | 10,990 | $305K | 0.0% | -5.2% | 0.111% | |
| 2/6/2026 | Larson Financial Group LLC | 4,570 | $127K | 0.0% | N/A | 0.046% | |
| 2/5/2026 | Sequent Planning LLC | 84,485 | $2.34M | 0.6% | N/A | 0.853% | |
| 2/5/2026 | Intrua Financial LLC | 29,950 | $831K | 0.1% | +36.2% | 0.303% | |
| 2/5/2026 | Stephens Inc. AR | 27,767 | $770K | 0.0% | +1.6% | 0.280% | |
| 2/3/2026 | Luken Investment Analytics LLC | 844,667 | $23.43M | 9.2% | -17.6% | 8.708% | |
| 2/3/2026 | MGO One Seven LLC | 8,004 | $222K | 0.0% | +10.9% | 0.083% | |
| 2/3/2026 | RFG Advisory LLC | 11,343 | $315K | 0.0% | -4.1% | 0.117% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 10,761 | $299K | 0.0% | +52.6% | 0.116% | |
| 1/28/2026 | G&S Capital LLC | 9,552 | $265K | 0.1% | +35.0% | 0.103% | |
| 1/22/2026 | Greenberg Financial Group | 7,250 | $201K | 0.1% | N/A | 0.079% | |
| 1/21/2026 | Capital Investment Advisory Services LLC | 34,696 | $962K | 0.1% | +10.1% | 0.379% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 32,464 | $901K | 0.0% | +28.9% | 0.359% | |
| 1/20/2026 | SteelPeak Wealth LLC | 20,450 | $567K | 0.0% | -39.3% | 0.226% | |
| 1/16/2026 | Balboa Wealth Partners | 8,036 | $223K | 0.0% | N/A | 0.089% | |
| 1/15/2026 | Silver Oak Securities Incorporated | 8,914 | $249K | 0.0% | +4.6% | 0.099% | |
| 1/15/2026 | Jaffetilchin Investment Partners LLC | 31,988 | $887K | 0.1% | -25.0% | 0.355% | |
| 1/15/2026 | RiverTree Advisors LLC | 54,014 | $1.50M | 1.0% | -0.9% | 0.600% | |
| 1/13/2026 | CoreCap Advisors LLC | 7,949 | $221K | 0.0% | +2,844.1% | 0.092% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 21,976 | $627K | 0.0% | +17.4% | 0.257% | |
| 1/7/2026 | Precedent Wealth Partners LLC | 59,958 | $1.66M | 0.3% | +7.4% | 0.701% | |
| 11/19/2025 | Faithward Advisors LLC | 15,220 | $436K | 0.1% | -16.2% | 0.240% | |
| 11/19/2025 | Sunbelt Securities Inc. | 8,763 | $251K | 0.0% | N/A | 0.138% | |
| 11/18/2025 | Advisory Services Network LLC | 1,774 | $51K | 0.0% | N/A | 0.028% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 11,408 | $327K | 0.0% | +47.8% | 0.180% | |
| 11/14/2025 | Raymond James Financial Inc. | 262,742 | $7.53M | 0.0% | +1,142,256.5% | 4.138% | |
| 11/13/2025 | Private Advisor Group LLC | 63,816 | $1.83M | 0.0% | +1.8% | 1.005% | |
| 11/13/2025 | First Trust Advisors LP | 30,603 | $877K | 0.0% | +138.3% | 0.482% | |
| 11/7/2025 | Calton & Associates Inc. | 11,194 | $321K | 0.0% | +23.8% | 0.176% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 25,193 | $722K | 0.0% | +113.7% | 0.397% | |
| 11/6/2025 | RFG Advisory LLC | 11,833 | $339K | 0.0% | N/A | 0.186% | |
| 11/5/2025 | Capital Investment Advisory Services LLC | 31,499 | $902K | 0.1% | +27.9% | 0.496% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 187,650 | $5.38M | 0.0% | +8.2% | 2.955% | |
| 11/4/2025 | Core Wealth Partners LLC | 18,172 | $521K | 0.2% | +21.9% | 0.286% | |
Federal Reserve Reveals Disturbing New Plan To Control Your Money (Ad) A Federal Reserve filing, Docket No. OP-1670, is drawing scrutiny for language that could expand the Fed's visibility into consumer bank transactions.
A pilot program is reportedly already underway, with wider rollout at major banks possibly beginning this summer.
Martin D. Weiss, PhD, founder of Weiss Ratings, breaks down what the document says and what steps account holders might consider. Click here to see the document and learn protective steps |
| 11/3/2025 | AE Wealth Management LLC | 2,085 | $60K | 0.0% | N/A | 0.033% | |
| 10/29/2025 | Arkadios Wealth Advisors | 10,008 | $287K | 0.0% | -11.1% | 0.160% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 18,717 | $541K | 0.0% | +89.8% | 0.299% | |
| 10/29/2025 | Intrua Financial LLC | 21,996 | $630K | 0.1% | N/A | 0.352% | |
| 10/27/2025 | Stephens Inc. AR | 27,336 | $783K | 0.0% | +22.4% | 0.437% | |
| 10/27/2025 | Concurrent Investment Advisors LLC | 7,052 | $202K | 0.0% | N/A | 0.113% | |
| 10/24/2025 | MGO One Seven LLC | 7,215 | $207K | 0.0% | -18.9% | 0.118% | |
| 10/23/2025 | G&S Capital LLC | 7,078 | $203K | 0.1% | N/A | 0.116% | |
| 10/21/2025 | SteelPeak Wealth LLC | 33,700 | $966K | 0.0% | N/A | 0.571% | |
| 10/21/2025 | Silver Oak Securities Incorporated | 8,521 | $244K | 0.0% | N/A | 0.144% | |