5/20/2025 | Focus Partners Wealth | 34,266 | $1.47M | 0.0% | +137.1% | 0.401% | |
5/19/2025 | Jane Street Group LLC | 20,533 | $878K | 0.0% | +325.4% | 0.240% | |
5/16/2025 | Integrated Wealth Concepts LLC | 10,607 | $454K | 0.0% | N/A | 0.124% | |
5/15/2025 | Royal Bank of Canada | 36,381 | $1.56M | 0.0% | -14.8% | 0.426% | |
5/15/2025 | MAI Capital Management | 21,493 | $920K | 0.0% | -1.2% | 0.251% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,945 | $126K | 0.0% | N/A | 0.034% | |
5/14/2025 | Kestra Advisory Services LLC | 21,023 | $899K | 0.0% | +4.1% | 0.246% | |
5/13/2025 | HighTower Advisors LLC | 38,746 | $1.66M | 0.0% | +1.1% | 0.453% | |
5/9/2025 | Wharton Business Group LLC | 75,555 | $3.23M | 0.1% | -9.2% | 1.072% | |
5/8/2025 | US Financial Advisors LLC | 31,236 | $1.34M | 0.4% | +4.5% | 0.443% | |
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5/8/2025 | Tarbox Family Office Inc. | 22,157 | $948K | 0.2% | +18.8% | 0.314% | |
5/8/2025 | NorthRock Partners LLC | 26,160 | $1.12M | 0.0% | -2.9% | 0.371% | |
5/7/2025 | LPL Financial LLC | 173,473 | $7.42M | 0.0% | +20.7% | 2.461% | |
5/6/2025 | Assetmark Inc. | 1,456 | $62K | 0.0% | N/A | 0.021% | |
5/6/2025 | Cetera Investment Advisers | 12,608 | $539K | 0.0% | +4.8% | 0.179% | |
5/6/2025 | Redwood Park Advisors LLC | 1,376 | $59K | 0.0% | +27.1% | 0.020% | |
5/6/2025 | VSM Wealth Advisory LLC | 1,696 | $73K | 0.0% | +26.3% | 0.024% | |
5/5/2025 | Millstone Evans Group LLC | 2,405 | $103K | 0.1% | N/A | 0.034% | |
5/5/2025 | Parkworth Wealth Management Inc. | 10,633 | $455K | 0.4% | -2.8% | 0.151% | |
5/5/2025 | Private Advisor Group LLC | 5,323 | $228K | 0.0% | N/A | 0.076% | |
5/2/2025 | Napatree Capital LLC | 10,458 | $447K | 0.3% | +3.2% | 0.148% | |
5/2/2025 | Sage Mountain Advisors LLC | 15,540 | $665K | 0.0% | +10.4% | 0.220% | |
5/2/2025 | Future You Wealth LLC | 22,381 | $958K | 0.6% | +10.1% | 0.317% | |
5/2/2025 | Apollon Wealth Management LLC | 30,136 | $1.29M | 0.0% | +7.2% | 0.427% | |
5/1/2025 | CWM LLC | 2,218 | $95K | 0.0% | -33.3% | 0.031% | |
4/29/2025 | Envestnet Asset Management Inc. | 26,759 | $1.15M | 0.0% | -1.5% | 0.380% | |
4/25/2025 | JNBA Financial Advisors | 87,589 | $3.75M | 0.4% | -7.4% | 1.242% | |
4/24/2025 | Confluence Wealth Services Inc. | 9,916 | $407K | 0.0% | +5.8% | 0.141% | |
4/24/2025 | BSW Wealth Partners | 85,987 | $3.68M | 0.6% | -9.4% | 1.220% | |
4/23/2025 | Alpine Bank Wealth Management | 77,966 | $3.34M | 0.5% | N/A | 1.106% | |
4/23/2025 | Ferguson Shapiro LLC | 16,421 | $703K | 0.3% | +5.1% | 0.233% | |
4/23/2025 | Elwood & Goetz Wealth Advisory Group LLC | 5,771 | $247K | 0.1% | -5.0% | 0.082% | |
4/22/2025 | Veridan Wealth LLC | 10,861 | $465K | 0.2% | -19.3% | 0.154% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 6,676 | $286K | 0.0% | +4.7% | 0.095% | |
4/15/2025 | Financial Council LLC | 29,931 | $1.28M | 0.7% | +10.3% | 0.425% | |
4/11/2025 | Magnus Financial Group LLC | 19,471 | $833K | 0.1% | +2.6% | 0.276% | |
4/10/2025 | Better Money Decisions LLC | 86,777 | $3.71M | 2.5% | -7.4% | 1.231% | |
4/10/2025 | Freedom Financial Partners LLC | 8,048 | $344K | 0.2% | +37.4% | 0.114% | |
4/9/2025 | Archer Investment Management LLC | 18,480 | $791K | 0.5% | -38.1% | 0.262% | |
4/8/2025 | Presidio Capital Management LLC | 6,484 | $277K | 0.1% | N/A | 0.092% | |
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4/8/2025 | Highland Financial Advisors LLC | 9,695 | $415K | 0.1% | -13.5% | 0.138% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 6,379 | $289K | 0.0% | N/A | 0.090% | |
2/18/2025 | Sunbelt Securities Inc. | 11,273 | $514K | 0.0% | -1.9% | 0.178% | |
2/17/2025 | US Financial Advisors LLC | 29,877 | $1.35M | 0.4% | -1.3% | 0.471% | |
2/17/2025 | Two Sigma Investments LP | 59,600 | $2.70M | 0.0% | N/A | 0.939% | |
2/17/2025 | NorthRock Partners LLC | 26,941 | $1.22M | 0.0% | N/A | 0.424% | |
2/17/2025 | Measured Risk Portfolios Inc. | 9,306 | $422K | 0.4% | N/A | 0.147% | |
2/17/2025 | Cresset Asset Management LLC | 11,995 | $543K | 0.0% | +115.4% | 0.189% | |
2/17/2025 | Cary Street Partners Financial LLC | 5,446 | $247K | 0.0% | N/A | 0.086% | |
2/17/2025 | Bank of America Corp DE | 29,090 | $1.32M | 0.0% | -25.8% | 0.458% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 12,347 | $559K | 0.0% | N/A | 0.194% | |
2/14/2025 | Jane Street Group LLC | 4,827 | $219K | 0.0% | -76.5% | 0.076% | |
2/14/2025 | Wick Capital Partners LLC | 6,692 | $303K | 0.1% | -77.5% | 0.105% | |
2/13/2025 | Mariner LLC | 11,764 | $533K | 0.0% | +4.3% | 0.185% | |
2/13/2025 | Redwood Park Advisors LLC | 1,083 | $49K | 0.0% | N/A | 0.017% | |
2/13/2025 | Raymond James Financial Inc. | 57,439 | $2.60M | 0.0% | N/A | 0.905% | |
2/13/2025 | Envestnet Asset Management Inc. | 27,156 | $1.23M | 0.0% | +9.9% | 0.428% | |
2/12/2025 | Biltmore Family Office LLC | 56,201 | $2.55M | 0.4% | -16.2% | 0.885% | |
2/12/2025 | Blair William & Co. IL | 4,073 | $185K | 0.0% | +992.0% | 0.064% | |
2/12/2025 | JPMorgan Chase & Co. | 4,570 | $207K | 0.0% | -25.7% | 0.072% | |
2/11/2025 | LPL Financial LLC | 143,666 | $6.51M | 0.0% | +2.7% | 2.262% | |
2/11/2025 | Atlantic Private Wealth LLC | 67,669 | $3.07M | 2.3% | -3.5% | 1.066% | |
2/11/2025 | VSM Wealth Advisory LLC | 1,343 | $61K | 0.0% | N/A | 0.021% | |
2/10/2025 | Commonwealth Equity Services LLC | 23,910 | $1.08M | 0.0% | +4.9% | 0.377% | |
2/10/2025 | Parkworth Wealth Management Inc. | 10,941 | $496K | 0.4% | N/A | 0.172% | |
2/7/2025 | HighTower Advisors LLC | 38,340 | $1.74M | 0.0% | +2.8% | 0.604% | |
2/7/2025 | Sage Mountain Advisors LLC | 14,073 | $637K | 0.0% | +5.1% | 0.222% | |
2/7/2025 | Retirement Capital Strategies | 51,187 | $2.32M | 0.9% | -4.4% | 0.806% | |
2/6/2025 | Townsend Asset Management Corp NC ADV | 4,668 | $211K | 0.1% | -7.3% | 0.074% | |
2/6/2025 | Raymond James Financial Inc. | 57,439 | $2.60M | 0.0% | N/A | 0.905% | |
2/6/2025 | Financial Council LLC | 27,141 | $1.23M | 0.6% | -16.0% | 0.427% | |
2/5/2025 | Veridan Wealth LLC | 13,458 | $621K | 0.3% | N/A | 0.212% | |
2/4/2025 | Wharton Business Group LLC | 83,200 | $3.77M | 0.2% | -3.7% | 1.310% | |
2/4/2025 | Elwood & Goetz Wealth Advisory Group LLC | 6,073 | $275K | 0.1% | +5.3% | 0.096% | |
1/31/2025 | Monument Capital Management | 5,535 | $251K | 0.1% | +21.3% | 0.087% | |
1/30/2025 | JNBA Financial Advisors | 94,618 | $4.29M | 0.4% | +16.3% | 1.490% | |
1/30/2025 | Highland Financial Advisors LLC | 11,205 | $508K | 0.2% | +10.3% | 0.176% | |
1/29/2025 | McClarren Financial Advisors Inc. | 1,625 | $73K | 0.2% | N/A | 0.026% | |
1/28/2025 | Apollon Wealth Management LLC | 28,101 | $1.27M | 0.0% | N/A | 0.443% | |
1/24/2025 | Archer Investment Management LLC | 29,845 | $1.35M | 0.8% | N/A | 0.470% | |
1/24/2025 | Better Money Decisions LLC | 93,750 | $4.25M | 2.9% | +0.8% | 1.476% | |
1/24/2025 | Leverty Financial Group LLC | 9,666 | $438K | 0.2% | +73.7% | 0.152% | |
1/24/2025 | RHS Financial LLC | 8,658 | $392K | 0.2% | +20.5% | 0.136% | |
1/23/2025 | Ferguson Shapiro LLC | 15,620 | $708K | 0.3% | +10.8% | 0.246% | |
1/22/2025 | BSW Wealth Partners | 94,956 | $4.30M | 0.6% | -3.0% | 1.495% | |
1/22/2025 | Buffington Mohr McNeal | 11,262 | $510K | 0.1% | +21.6% | 0.177% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 15,068 | $683K | 0.1% | N/A | 0.237% | |
1/21/2025 | Montecito Bank & Trust | 6,364 | $288K | 0.0% | -20.1% | 0.100% | |
1/17/2025 | Magnus Financial Group LLC | 18,974 | $859K | 0.1% | +26.0% | 0.299% | |
1/17/2025 | Dakota Wealth Management | 6,256 | $283K | 0.0% | +5.7% | 0.099% | |
The Trump Dump is starting; Get out of stocks now? (Ad) The first 365 days of the Trump presidency…
Will be the best time to get rich in American history. If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a |
1/17/2025 | Tarbox Family Office Inc. | 18,648 | $845K | 0.1% | -2.0% | 0.294% | |
1/13/2025 | Ellenbecker Investment Group | 7,175 | $325K | 0.1% | +20.0% | 0.113% | |
12/26/2024 | JPMorgan Chase & Co. | 6,154 | $272K | 0.0% | -16.4% | 0.097% | |
11/15/2024 | M&T Bank Corp | 44,636 | $1.97M | 0.0% | -5.2% | 0.703% | |
11/15/2024 | MML Investors Services LLC | 20,776 | $919K | 0.0% | +11.2% | 0.327% | |
11/15/2024 | Jane Street Group LLC | 20,581 | $910K | 0.0% | +212.8% | 0.324% | |
11/15/2024 | HighTower Advisors LLC | 37,302 | $1.65M | 0.0% | +8.5% | 0.587% | |
11/12/2024 | Financial Council LLC | 32,295 | $1.43M | 0.7% | -1.2% | 0.509% | |
11/7/2024 | MAI Capital Management | 21,584 | $955K | 0.0% | +18.2% | 0.340% | |
11/4/2024 | Sigma Planning Corp | 7,614 | $337K | 0.0% | -3.1% | 0.120% | |