| 4/30/2025 | Allworth Financial LP | 44,731 | $2.15M | 0.0% | +0.8% | 0.596% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 37,987 | $1.89M | 0.0% | -6.7% | 0.506% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 11,681 | $580K | 0.0% | -47.1% | 0.156% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 42,508 | $2.11M | 0.1% | +646.7% | 0.567% | |
| 4/25/2025 | WJ Wealth Management LLC | 180,073 | $8.94M | 3.2% | N/A | 2.401% | |
| 4/24/2025 | Beacon Financial Advisory LLC | 21,183 | $1.05M | 0.3% | +70.3% | 0.282% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 1,939 | $96K | 0.0% | -29.7% | 0.026% | |
| 4/23/2025 | Financial Enhancement Group LLC | 54,871 | $2.59M | 0.4% | +35.5% | 0.732% | |
| 4/23/2025 | Team Financial Group LLC | 375,774 | $18.65M | 10.8% | -0.9% | 5.010% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 33,984 | $1.69M | 0.0% | +126.1% | 0.453% | |
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| 4/21/2025 | ORG Partners LLC | 8,193 | $408K | 0.1% | +135.9% | 0.109% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 11,515 | $571K | 0.0% | -21.8% | 0.156% | |
| 4/16/2025 | Defined Financial Planning LLC | 85,689 | $4.27M | 4.3% | +3.8% | 1.161% | |
| 4/15/2025 | Columbia Advisory Partners LLC | 140,589 | $6.98M | 6.0% | -10.1% | 1.905% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 15,315 | $760K | 0.1% | -18.4% | 0.208% | |
| 4/11/2025 | Insight Advisors LLC PA | 95,536 | $4.74M | 0.8% | -34.4% | 1.295% | |
| 4/9/2025 | Archer Investment Management LLC | 199,906 | $9.92M | 6.9% | -27.6% | 2.709% | |
| 4/9/2025 | NBC Securities Inc. | 4,763 | $236K | 0.0% | +17,540.7% | 0.065% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 14,720 | $731K | 0.0% | -5.3% | 0.201% | |
| 2/27/2025 | REAP Financial Group LLC | 9,279 | $461K | 0.1% | -13.0% | 0.128% | |
| 2/25/2025 | Armis Advisers LLC | 38,176 | $1.90M | 0.2% | N/A | 0.527% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 458,373 | $22.77M | 0.5% | -1.3% | 6.322% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 31,994 | $1.59M | 0.1% | -1.2% | 0.486% | |
| 2/18/2025 | Western Wealth Management LLC | 40,067 | $1.99M | 0.6% | -51.3% | 0.609% | |
| 2/17/2025 | CoreCap Advisors LLC | 7,289 | $362K | 0.0% | -3.4% | 0.111% | |
| 2/17/2025 | Cetera Investment Advisers | 120,183 | $5.97M | 0.0% | +942.5% | 1.826% | |
| 2/17/2025 | Bank of America Corp DE | 2,108 | $105K | 0.0% | N/A | 0.032% | |
| 2/17/2025 | BIP Wealth LLC | 16,075 | $799K | 0.1% | -9.0% | 0.244% | |
| 2/14/2025 | Lido Advisors LLC | 2,337,374 | $116.12M | 0.5% | N/A | 35.522% | |
| 2/14/2025 | Susquehanna International Group LLP | 36,502 | $1.81M | 0.0% | N/A | 0.555% | |
| 2/13/2025 | Defined Financial Planning LLC | 82,567 | $4.10M | 4.4% | N/A | 1.255% | |
| 2/13/2025 | Raymond James Financial Inc. | 343,024 | $17.04M | 0.0% | N/A | 5.213% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 22,094 | $1.10M | 0.0% | -49.1% | 0.336% | |
| 2/13/2025 | Wells Fargo & Company MN | 131,466 | $6.53M | 0.0% | +47.6% | 1.998% | |
| 2/12/2025 | JPMorgan Chase & Co. | 19,057 | $947K | 0.0% | -12.9% | 0.290% | |
| 2/11/2025 | LPL Financial LLC | 245,663 | $12.21M | 0.0% | +120.0% | 3.733% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 8,043 | $400K | 0.0% | -9.4% | 0.122% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 2,759 | $137K | 0.0% | -15.9% | 0.042% | |
| 2/10/2025 | Harbour Investments Inc. | 9,745 | $484K | 0.0% | -2.7% | 0.148% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 44,809 | $2.23M | 0.0% | +358.2% | 0.681% | |
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| 2/10/2025 | Avantax Advisory Services Inc. | 7,324 | $364K | 0.0% | N/A | 0.111% | |
| 2/7/2025 | HighTower Advisors LLC | 1,288,412 | $64.01M | 0.1% | -0.2% | 19.581% | |
| 2/6/2025 | Raymond James Financial Inc. | 343,024 | $17.04M | 0.0% | N/A | 5.213% | |
| 2/6/2025 | Atria Investments Inc | 86,654 | $4.31M | 0.1% | -3.3% | 1.317% | |
| 2/5/2025 | Smartleaf Asset Management LLC | 74,177 | $3.69M | 0.4% | -1.2% | 1.127% | |
| 2/4/2025 | World Equity Group Inc. | 6,960 | $346K | 0.1% | N/A | 0.106% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 5,693 | $283K | 0.0% | N/A | 0.087% | |
| 2/3/2025 | Private Advisor Group LLC | 115,467 | $5.74M | 0.0% | +1.9% | 1.755% | |
| 1/31/2025 | Sanctuary Advisors LLC | 105,121 | $5.45M | 0.0% | +1.3% | 1.598% | |
| 1/30/2025 | Allworth Financial LP | 44,356 | $2.26M | 0.0% | -4.4% | 0.674% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 29,105 | $1.45M | 0.0% | +9.1% | 0.442% | |
| 1/27/2025 | Beacon Financial Advisory LLC | 12,437 | $618K | 0.2% | +30.7% | 0.189% | |
| 1/27/2025 | Insight Advisors LLC PA | 145,596 | $7.24M | 1.2% | +6.7% | 2.213% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 40,695 | $2.02M | 0.0% | +1.1% | 0.618% | |
| 1/24/2025 | Archer Investment Management LLC | 276,149 | $13.72M | 8.4% | N/A | 4.197% | |
| 1/22/2025 | Patriot Financial Group Insurance Agency LLC | 18,757 | $932K | 0.1% | -4.1% | 0.285% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 1,390 | $69K | 0.0% | +102.0% | 0.021% | |
| 1/21/2025 | RFG Advisory LLC | 19,290 | $958K | 0.0% | -11.6% | 0.293% | |
| 1/21/2025 | Team Financial Group LLC | 379,142 | $18.84M | 11.3% | +3.0% | 5.762% | |
| 1/14/2025 | Financial Enhancement Group LLC | 40,497 | $2.00M | 0.3% | -34.1% | 0.615% | |
| 1/14/2025 | Park Avenue Securities LLC | 7,023 | $349K | 0.0% | N/A | 0.107% | |
| 1/13/2025 | Columbia Advisory Partners LLC | 156,323 | $7.77M | 7.2% | N/A | 2.376% | |
| 1/10/2025 | ORG Partners LLC | 3,473 | $173K | 0.0% | N/A | 0.053% | |
| 12/26/2024 | JPMorgan Chase & Co. | 21,889 | $1.07M | 0.0% | -14.1% | 0.333% | |
| 11/25/2024 | Sanctuary Advisors LLC | 103,736 | $5.43M | 0.0% | +9.6% | 1.577% | |
| 11/15/2024 | Jane Street Group LLC | 8,717 | $426K | 0.0% | N/A | 0.132% | |
| 11/15/2024 | HighTower Advisors LLC | 1,290,388 | $63.07M | 0.1% | +0.3% | 19.611% | |
| 11/12/2024 | Great Valley Advisor Group Inc. | 464,309 | $22.69M | 0.6% | +0.4% | 7.056% | |
| 11/8/2024 | BIP Wealth LLC | 17,662 | $863K | 0.1% | +3.5% | 0.268% | |
| 11/7/2024 | Drive Wealth Management LLC | 9,600 | $469K | 0.1% | N/A | 0.146% | |
| 11/5/2024 | Harbour Investments Inc. | 10,017 | $490K | 0.0% | +12.9% | 0.152% | |
| 11/1/2024 | Atria Investments Inc | 89,612 | $4.38M | 0.1% | +14.1% | 1.362% | |
| 10/31/2024 | Financial Enhancement Group LLC | 61,464 | $3.00M | 0.5% | +129.4% | 0.934% | |
| 10/30/2024 | Beacon Financial Advisory LLC | 9,514 | $465K | 0.2% | +22.7% | 0.145% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 3,280 | $160K | 0.0% | -12.8% | 0.050% | |
| 10/25/2024 | Financial Advocates Investment Management | 6,007 | $275K | 0.0% | N/A | 0.091% | |
| 10/24/2024 | Patriot Financial Group Insurance Agency LLC | 19,550 | $955K | 0.1% | -6.6% | 0.297% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 15,551 | $760K | 0.0% | +3.4% | 0.236% | |
| 10/23/2024 | Team Financial Group LLC | 368,202 | $18.00M | 11.1% | +2.3% | 5.596% | |
| 10/23/2024 | Allworth Financial LP | 46,390 | $2.27M | 0.0% | -2.1% | 0.705% | |
| 10/22/2024 | Private Advisor Group LLC | 113,355 | $5.54M | 0.0% | +0.2% | 1.723% | |
| 10/15/2024 | NBC Securities Inc. | 25,797 | $1.26M | 0.1% | +4.5% | 0.392% | |
| 9/5/2024 | Sanctuary Advisors LLC | 94,652 | $4.22M | 0.0% | N/A | 1.438% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 10,248 | $466K | 0.0% | +43.0% | 0.156% | |
| 8/14/2024 | Team Financial Group LLC | 360,028 | $16.36M | 10.9% | +4.7% | 5.472% | |
| 8/12/2024 | WCG Wealth Advisors LLC | 33,570 | $1.53M | 0.1% | +8.9% | 0.510% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 43,828 | $1.99M | 0.0% | -3.5% | 0.666% | |
| 8/8/2024 | CoreCap Advisors LLC | 7,699 | $350K | 0.0% | N/A | 0.117% | |
| 8/5/2024 | Private Advisor Group LLC | 113,116 | $5.14M | 0.0% | +2.8% | 1.719% | |
| 8/2/2024 | Financial Enhancement Group LLC | 26,791 | $1.25M | 0.2% | -5.8% | 0.407% | |
Musk's warning signal: Prepare before the cascade begins (Ad) When Elon Musk triggered his AI layoff plan, most analysts missed what it really meant. Louis Navellier didn’t.
With 40+ years of market modeling, he says Musk’s move wasn’t about efficiency — it was a signal. And what’s coming next could divide the market into winners and losers faster than anyone expects. Watch this urgent video briefing now. Watch the Musk market warning before the dominoes fall |
| 8/1/2024 | Private Wealth Strategies L.L.C. | 1,191,758 | $54.15M | 10.9% | +1.8% | 18.112% | |
| 7/26/2024 | Harbour Investments Inc. | 8,871 | $403K | 0.0% | +30.6% | 0.135% | |
| 7/26/2024 | Patriot Financial Group Insurance Agency LLC | 20,924 | $951K | 0.1% | -2.8% | 0.318% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 231,017 | $10.50M | 0.0% | +772.6% | 3.511% | |
| 7/19/2024 | Raymond James & Associates | 66,168 | $3.01M | 0.0% | -12.2% | 1.006% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 5,023 | $228K | 0.0% | +13.8% | 0.076% | |
| 7/16/2024 | Great Valley Advisor Group Inc. | 462,358 | $21.01M | 0.6% | -8.8% | 7.027% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 15,043 | $684K | 0.0% | N/A | 0.229% | |
| 7/16/2024 | Insight Advisors LLC PA | 125,941 | $5.72M | 1.0% | +19.1% | 1.914% | |
| 7/15/2024 | RFG Advisory LLC | 21,306 | $968K | 0.0% | +9.4% | 0.324% | |
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