8/19/2025 | Asset Dedication LLC | 9,665 | $208K | 0.0% | N/A | 0.069% | |
8/18/2025 | Geneos Wealth Management Inc. | 4,730 | $102K | 0.0% | +29.6% | 0.034% | |
8/15/2025 | Equitable Holdings Inc. | 594,497 | $12.79M | 0.1% | +7.6% | 4.216% | |
8/15/2025 | Modern Wealth Management LLC | 355,560 | $7.65M | 0.2% | N/A | 2.522% | |
8/15/2025 | Bank of America Corp DE | 56,023 | $1.21M | 0.0% | +42.9% | 0.397% | |
8/15/2025 | Ameriprise Financial Inc. | 58,788 | $1.27M | 0.0% | +12.8% | 0.417% | |
8/14/2025 | Jane Street Group LLC | 32,607 | $702K | 0.0% | +181.1% | 0.231% | |
8/14/2025 | Raymond James Financial Inc. | 142,219 | $3.06M | 0.0% | +13.4% | 1.009% | |
8/14/2025 | HUB Investment Partners LLC | 37,963 | $817K | 0.0% | +2.5% | 0.269% | |
8/13/2025 | Brown Advisory Inc. | 14,148 | $304K | 0.0% | N/A | 0.100% | |
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8/13/2025 | VestGen Advisors LLC | 19,479 | $418K | 0.0% | +39.1% | 0.138% | |
8/13/2025 | Vermillion & White Wealth Management Group LLC | 28,157 | $606K | 0.4% | -26.3% | 0.200% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 72,164 | $1.55M | 0.0% | +25.9% | 0.512% | |
8/12/2025 | Kaye Capital Management | 355,560 | $7.65M | 2.9% | +151.9% | 2.522% | |
8/8/2025 | Cetera Investment Advisers | 167,241 | $3.60M | 0.0% | -5.9% | 1.186% | |
8/8/2025 | Advyzon Investment Management LLC | 11,253 | $242K | 0.1% | -5.2% | 0.080% | |
8/8/2025 | IMA Advisory Services Inc. | 315,864 | $6.80M | 0.7% | +3.1% | 2.240% | |
8/7/2025 | SFE Investment Counsel | 337,617 | $7.27M | 1.3% | +6.0% | 2.394% | |
8/7/2025 | Bradley & Co. Private Wealth Management LLC | 12,270 | $264K | 0.2% | N/A | 0.087% | |
8/6/2025 | Prospera Financial Services Inc | 77,806 | $1.67M | 0.0% | +4.1% | 0.552% | |
8/5/2025 | Key Financial Inc | 15,510 | $334K | 0.1% | +37.4% | 0.110% | |
8/5/2025 | Pacific Wealth Strategies Group Inc. | 15,485 | $331K | 0.2% | N/A | 0.110% | |
8/5/2025 | Summit Investment Advisory Services LLC | 80,784 | $1.74M | 1.5% | N/A | 0.573% | |
8/1/2025 | GPM Growth Investors Inc. | 220,224 | $4.74M | 1.9% | +3.0% | 1.573% | |
8/1/2025 | Advisory Alpha LLC | 183,877 | $3.96M | 0.1% | +9.8% | 1.313% | |
8/1/2025 | Envestnet Asset Management Inc. | 379,932 | $8.18M | 0.0% | +2.4% | 2.714% | |
7/31/2025 | Topsail Wealth Management LLC | 20,237 | $436K | 0.1% | +37.8% | 0.145% | |
7/31/2025 | Carrera Capital Advisors | 19,000 | $409K | 0.1% | N/A | 0.136% | |
7/31/2025 | Turning Point Benefit Group Inc. | 34,026 | $732K | 0.6% | +65.3% | 0.243% | |
7/30/2025 | Brookstone Capital Management | 27,169 | $585K | 0.0% | -3.3% | 0.194% | |
7/29/2025 | Stephens Inc. AR | 11,722 | $252K | 0.0% | -24.1% | 0.084% | |
7/28/2025 | Harbour Investments Inc. | 38,755 | $834K | 0.0% | +18.8% | 0.277% | |
7/25/2025 | Astoria Portfolio Advisors LLC. | 43,027 | $923K | 0.3% | -21.8% | 0.314% | |
7/24/2025 | Vantage Point Financial LLC | 34,579 | $744K | 0.3% | +4.5% | 0.252% | |
7/24/2025 | Leo Wealth LLC | 62,384 | $1.34M | 0.1% | N/A | 0.455% | |
7/22/2025 | 4Thought Financial Group Inc. | 21,412 | $461K | 0.2% | -3.2% | 0.159% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 34,268 | $737K | 0.0% | +2.7% | 0.254% | |
7/15/2025 | Legacy Financial Group LLC | 674,903 | $14.52M | 2.0% | -2.3% | 5.037% | |
7/11/2025 | Meriwether Wealth & Planning LLC | 9,850 | $212K | 0.1% | N/A | 0.074% | |
7/11/2025 | Farther Finance Advisors LLC | 8,911 | $192K | 0.0% | N/A | 0.067% | |
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7/1/2025 | Private Client Services LLC | 113,603 | $2.45M | 1.0% | N/A | 0.874% | |
5/19/2025 | Jane Street Group LLC | 11,600 | $245K | 0.0% | -91.7% | 0.102% | |
5/19/2025 | Advisory Alpha LLC | 167,516 | $3.53M | 0.1% | +10.9% | 1.469% | |
5/16/2025 | Jones Financial Companies Lllp | 170,960 | $3.60M | 0.0% | N/A | 1.413% | |
5/16/2025 | NewEdge Advisors LLC | 59,194 | $1.25M | 0.0% | +2,821.7% | 0.489% | |
5/15/2025 | Royal Bank of Canada | 49,448 | $1.04M | 0.0% | +23.9% | 0.434% | |
5/15/2025 | OLD Mission Capital LLC | 39,494 | $833K | 0.0% | N/A | 0.346% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 38,204 | $805K | 0.6% | N/A | 0.335% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 9,052 | $191K | 0.0% | +21.2% | 0.079% | |
5/13/2025 | Tyler Stone Wealth Management | 10,500 | $221K | 0.0% | N/A | 0.092% | |
5/9/2025 | Advyzon Investment Management LLC | 11,864 | $250K | 0.1% | -31.0% | 0.104% | |
5/8/2025 | MONECO Advisors LLC | 70,459 | $1.49M | 0.2% | +4.4% | 0.618% | |
5/8/2025 | Harbour Investments Inc. | 32,616 | $688K | 0.0% | +17.5% | 0.286% | |
5/8/2025 | Private Advisory Group LLC | 26,695 | $563K | 0.1% | N/A | 0.234% | |
5/7/2025 | LPL Financial LLC | 1,305,008 | $27.51M | 0.0% | +42.7% | 11.447% | |
5/6/2025 | Cetera Investment Advisers | 177,641 | $3.75M | 0.0% | +33.7% | 1.558% | |
5/6/2025 | SFE Investment Counsel | 318,528 | $6.72M | 1.3% | +7.4% | 2.794% | |
5/6/2025 | IMA Advisory Services Inc. | 306,363 | $6.46M | 0.8% | +2,583.6% | 2.687% | |
5/2/2025 | Larson Financial Group LLC | 8,514 | $179K | 0.0% | +10.7% | 0.075% | |
5/2/2025 | GPM Growth Investors Inc. | 213,788 | $4.51M | 2.0% | +3.8% | 1.875% | |
5/2/2025 | Kaye Capital Management | 141,153 | $2.98M | 1.2% | N/A | 1.238% | |
5/1/2025 | Key Financial Inc | 11,290 | $238K | 0.1% | +13.1% | 0.099% | |
5/1/2025 | CWM LLC | 2,382 | $50K | 0.0% | N/A | 0.021% | |
5/1/2025 | Stephens Inc. AR | 15,447 | $326K | 0.0% | +26.8% | 0.136% | |
4/30/2025 | Topsail Wealth Management LLC | 14,687 | $310K | 0.1% | +4.1% | 0.129% | |
4/29/2025 | Envestnet Asset Management Inc. | 371,188 | $7.83M | 0.0% | -6.6% | 3.256% | |
4/28/2025 | Astoria Portfolio Advisors LLC. | 55,052 | $1.15M | 0.4% | +236.3% | 0.483% | |
4/25/2025 | MorganRosel Wealth Management LLC | 6,014 | $127K | 0.0% | N/A | 0.053% | |
4/23/2025 | Vantage Point Financial LLC | 33,077 | $697K | 0.4% | +174.9% | 0.290% | |
4/22/2025 | Segment Wealth Management LLC | 39,915 | $841K | 0.1% | +5.3% | 0.353% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 26,302 | $554K | 0.0% | +9.6% | 0.233% | |
4/15/2025 | Net Worth Advisory Group | 9,628 | $203K | 0.1% | N/A | 0.086% | |
4/15/2025 | Ironwood Wealth Management LLC. | 13,441 | $283K | 0.1% | +5.5% | 0.118% | |
4/15/2025 | GAMMA Investing LLC | 3,835 | $81K | 0.0% | -19.6% | 0.034% | |
4/10/2025 | Legacy Financial Group LLC | 690,857 | $14.56M | 2.2% | +4.6% | 6.338% | |
4/8/2025 | Advisory Alpha LLC | 80,566 | $1.70M | 0.1% | -46.7% | 0.739% | |
4/7/2025 | GAMMA Investing LLC | 80,842 | $17.04M | 0.0% | +1,594.1% | 0.742% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 23,990 | $513K | 0.0% | +13.0% | 0.267% | |
2/17/2025 | Cetera Investment Advisers | 132,903 | $2.84M | 0.0% | +220.4% | 1.477% | |
2/17/2025 | Bank of America Corp DE | 30,045 | $643K | 0.0% | +29.0% | 0.334% | |
2/17/2025 | Ameriprise Financial Inc. | 19,912 | $426K | 0.0% | N/A | 0.221% | |
2/17/2025 | Ancora Advisors LLC | 1,683 | $36K | 0.0% | N/A | 0.019% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 342,588 | $7.33M | 0.0% | -3.5% | 3.807% | |
2/14/2025 | Jane Street Group LLC | 139,598 | $2.99M | 0.0% | +229.2% | 1.551% | |
2/14/2025 | Topsail Wealth Management LLC | 14,105 | $302K | 0.1% | N/A | 0.157% | |
2/13/2025 | NewEdge Advisors LLC | 2,026 | $43K | 0.0% | +908.0% | 0.023% | |
2/13/2025 | Raymond James Financial Inc. | 105,765 | $2.26M | 0.0% | N/A | 1.175% | |
2/13/2025 | Envestnet Asset Management Inc. | 397,222 | $8.50M | 0.0% | +1.3% | 4.414% | |
2/13/2025 | Wells Fargo & Company MN | 102,245 | $2.19M | 0.0% | +389.1% | 1.136% | |
2/12/2025 | JPMorgan Chase & Co. | 7,500 | $160K | 0.0% | N/A | 0.083% | |
Washington prepares for war (Ad) While the headlines obsess over overseas conflicts, Washington has been quietly preparing for something much bigger here at home. Emergency powers are being invoked, trillions are being mobilized, and the scale rivals anything we’ve seen since WWII.
According to Porter Stansberry and Jeff Brown, a new economic arms race is already underway — one that could reshape markets, redirect capital, and impact billions of lives. They’ve just released an urgent briefing that explains what’s really happening behind the scenes, and which companies are positioned to benefit most. Click here now to watch the urgent wartime exposé |
2/11/2025 | LPL Financial LLC | 914,358 | $19.56M | 0.0% | +51.9% | 10.160% | |
2/11/2025 | HUB Investment Partners LLC | 31,927 | $683K | 0.0% | +15.6% | 0.355% | |
2/10/2025 | Harbour Investments Inc. | 27,751 | $594K | 0.0% | +1,080.9% | 0.308% | |
2/10/2025 | Commonwealth Equity Services LLC | 36,166 | $774K | 0.0% | +191.7% | 0.402% | |
2/7/2025 | Independent Advisor Alliance | 42,225 | $903K | 0.0% | N/A | 0.469% | |
2/7/2025 | Tassel Capital Management Inc. | 12,995 | $278K | 0.2% | N/A | 0.144% | |
2/6/2025 | GPM Growth Investors Inc. | 205,888 | $4.41M | 1.9% | N/A | 2.288% | |
2/6/2025 | Raymond James Financial Inc. | 105,765 | $2.26M | 0.0% | N/A | 1.175% | |
2/4/2025 | MONECO Advisors LLC | 67,472 | $1.44M | 0.2% | +6.2% | 0.750% | |
2/3/2025 | Advyzon Investment Management LLC | 17,197 | $368K | 0.1% | N/A | 0.191% | |