| 5/14/2026 | FCA Corp TX | 18,251 | $384K | 0.1% | +35.3% | 0.082% | |
| 5/14/2026 | Compound Planning Inc. | 52,446 | $1.10M | 0.0% | +1.2% | 0.236% | |
| 5/14/2026 | Modern Wealth Management LLC | 408,896 | $8.62M | 0.1% | +0.6% | 1.842% | |
| 5/13/2026 | Cetera Investment Advisers | 580,655 | $12.21M | 0.0% | +45.7% | 2.616% | |
| 5/7/2026 | Pacific Wealth Strategies Group Inc. | 76,287 | $1.61M | 1.0% | +40.7% | 0.344% | |
| 5/6/2026 | IMA Advisory Services Inc. | 330,313 | $6.95M | 0.7% | +3.4% | 1.488% | |
| 5/6/2026 | Oder Investment Management LLC | 145,376 | $3.06M | 2.3% | +16.8% | 0.655% | |
| 5/6/2026 | Independent Financial Group LLC | 22,359 | $470K | 0.0% | N/A | 0.101% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 11,050 | $232K | 0.0% | -9.6% | 0.050% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 31,032 | $653K | 0.0% | -11.7% | 0.140% | |
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| 5/2/2026 | Carnegie Investment Counsel | 33,029 | $695K | 0.0% | +13.4% | 0.149% | |
| 5/2/2026 | SFE Investment Counsel | 366,124 | $7.70M | 1.2% | +1.1% | 1.649% | |
| 5/1/2026 | Fifth Third Bancorp | 4,698 | $99K | 0.0% | N/A | 0.021% | |
| 4/25/2026 | 4Thought Financial Group Inc. | 19,663 | $414K | 0.2% | -3.1% | 0.089% | |
| 4/24/2026 | Key Financial Inc | 21,399 | $450K | 0.1% | +12.7% | 0.096% | |
| 4/23/2026 | Intrua Financial LLC | 41,337 | $870K | 0.1% | N/A | 0.186% | |
| 4/22/2026 | Tassel Capital Management Inc. | 16,803 | $353K | 0.2% | +38.7% | 0.076% | |
| 4/21/2026 | Topsail Wealth Management LLC | 27,854 | $586K | 0.1% | +6.5% | 0.125% | |
| 4/17/2026 | Brookstone Capital Management | 37,298 | $785K | 0.0% | +21.3% | 0.168% | |
| 4/16/2026 | Ironwood Wealth Management LLC. | 16,497 | $347K | 0.1% | -6.7% | 0.074% | |
| 2/24/2026 | Astoria Portfolio Advisors LLC. | 44,920 | $958K | 0.2% | +5.9% | 0.221% | |
| 2/19/2026 | Compound Planning Inc. | 51,835 | $1.12M | 0.0% | +59.4% | 0.255% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 469,461 | $10.10M | 0.0% | +1.9% | 2.313% | |
| 2/18/2026 | Ark Wealth Advisors LLC | 32,745 | $704K | 0.8% | N/A | 0.161% | |
| 2/18/2026 | Vermillion & White Wealth Management Group LLC | 32,091 | $691K | 0.4% | +14.0% | 0.158% | |
| 2/18/2026 | NewEdge Advisors LLC | 65,905 | $1.42M | 0.0% | +1.3% | 0.325% | |
| 2/18/2026 | VestGen Advisors LLC | 14,692 | $316K | 0.0% | -32.2% | 0.072% | |
| 2/18/2026 | OLD Mission Capital LLC | 11,831 | $254K | 0.0% | -12.7% | 0.058% | |
| 2/18/2026 | IHT Wealth Management LLC | 369,141 | $7.94M | 0.2% | N/A | 1.818% | |
| 2/17/2026 | Cetera Investment Advisers | 398,548 | $8.57M | 0.0% | +106.3% | 1.963% | |
| 2/17/2026 | Equitable Holdings Inc. | 611,790 | $13.16M | 0.1% | -2.2% | 3.014% | |
| 2/17/2026 | Osaic Holdings Inc. | 385,368 | $8.29M | 0.0% | +14.6% | 1.898% | |
| 2/17/2026 | Captrust Financial Advisors | 119,766 | $2.58M | 0.0% | +5.5% | 0.590% | |
| 2/17/2026 | Royal Bank of Canada | 157,014 | $3.38M | 0.0% | +5.8% | 0.773% | |
| 2/16/2026 | Tassel Capital Management Inc. | 12,117 | $261K | 0.2% | +28.8% | 0.060% | |
| 2/16/2026 | Axim Planning & Wealth | 32,703 | $703K | 0.7% | +16.7% | 0.161% | |
| 2/13/2026 | Kestra Advisory Services LLC | 12,826 | $276K | 0.0% | +22.3% | 0.063% | |
| 2/13/2026 | Stifel Financial Corp | 53,303 | $1.15M | 0.0% | -6.8% | 0.263% | |
| 2/13/2026 | Advyzon Investment Management LLC | 14,208 | $306K | 0.0% | +14.2% | 0.070% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 14,669 | $316K | 0.0% | N/A | 0.072% | |
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| 2/13/2026 | Wells Fargo & Company MN | 594,865 | $12.80M | 0.0% | +62.0% | 2.930% | |
| 2/12/2026 | Jane Street Group LLC | 197,263 | $4.24M | 0.0% | +74.7% | 0.972% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 101,731 | $2.19M | 0.0% | +12.5% | 0.501% | |
| 2/12/2026 | Wagner Wealth Management Corp | 10,366 | $223K | 0.2% | N/A | 0.051% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 55,108 | $1.19M | 0.0% | -10.5% | 0.271% | |
| 2/12/2026 | Oder Investment Management LLC | 124,418 | $2.68M | 1.9% | N/A | 0.613% | |
| 2/11/2026 | FCA Corp TX | 13,491 | $290K | 0.1% | +9.2% | 0.066% | |
| 2/11/2026 | LPL Financial LLC | 2,444,246 | $52.58M | 0.0% | +7.2% | 12.041% | |
| 2/11/2026 | IMA Advisory Services Inc. | 319,430 | $6.87M | 0.7% | +1.1% | 1.574% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 11,927 | $235K | 0.0% | +7.0% | 0.059% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 6,221 | $134K | 0.0% | -32.1% | 0.031% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 11,747 | $253K | 0.0% | -25.9% | 0.058% | |
| 2/9/2026 | Key Financial Inc | 18,995 | $409K | 0.1% | +6.5% | 0.094% | |
| 2/9/2026 | Valtinson Bruner Financial Planning LLC | 12,569 | $270K | 0.1% | +8.2% | 0.062% | |
| 2/9/2026 | Seaview Investment Managers LLC | 24,300 | $523K | 0.2% | -34.0% | 0.120% | |
| 2/9/2026 | Harbour Investments Inc. | 60,226 | $1.30M | 0.0% | +20.8% | 0.297% | |
| 2/9/2026 | Clearstead Advisors LLC | 31,714 | $682K | 0.0% | N/A | 0.156% | |
| 2/9/2026 | Prospera Financial Services Inc | 131,333 | $2.83M | 0.0% | +61.8% | 0.647% | |
| 2/9/2026 | Banta Asset Management LP | 305,020 | $6.56M | 6.0% | N/A | 1.503% | |
| 2/6/2026 | Advisory Alpha LLC | 209,315 | $4.50M | 0.1% | +8.4% | 1.031% | |
| 2/6/2026 | Larson Financial Group LLC | 7,058 | $152K | 0.0% | -20.0% | 0.035% | |
| 2/5/2026 | Legacy Financial Group LLC | 820,334 | $17.60M | 2.2% | +12.7% | 4.041% | |
| 2/5/2026 | SFE Investment Counsel | 362,072 | $7.79M | 1.2% | +1.5% | 1.784% | |
| 2/4/2026 | Moneco Advisors LLC | 111,671 | $2.40M | 0.2% | -9.9% | 0.550% | |
| 2/4/2026 | Topsail Wealth Management LLC | 26,147 | $562K | 0.1% | +25.4% | 0.129% | |
| 2/2/2026 | Altrius Capital Management Inc | 22,134 | $476K | 0.1% | N/A | 0.109% | |
| 2/2/2026 | AlphaStar Capital Management LLC | 17,671 | $380K | 0.0% | +6.8% | 0.087% | |
| 2/2/2026 | Ashton Thomas Securities LLC | 69,520 | $1.50M | 0.3% | N/A | 0.342% | |
| 2/2/2026 | Vantage Point Financial LLC | 30,770 | $662K | 0.2% | -1.7% | 0.152% | |
| 1/30/2026 | Turning Point Benefit Group Inc. | 74,243 | $1.60M | 0.8% | +41.2% | 0.366% | |
| 1/30/2026 | GPM Growth Investors Inc. | 10,683 | $230K | 0.1% | -95.1% | 0.053% | |
| 1/30/2026 | Sound Stewardship LLC | 16,008 | $344K | 0.2% | N/A | 0.079% | |
| 1/29/2026 | Comerica Bank | 4,698 | $101K | 0.0% | +573.1% | 0.023% | |
| 1/29/2026 | Howard Wealth Management LLC | 172,090 | $3.70M | 1.6% | +47.7% | 0.848% | |
| 1/29/2026 | UBS Group AG | 289,944 | $6.24M | 0.0% | +38.5% | 1.428% | |
| 1/29/2026 | 4Thought Financial Group Inc. | 20,287 | $436K | 0.2% | -5.2% | 0.100% | |
| 1/29/2026 | Segment Wealth Management LLC | 39,760 | $855K | 0.0% | +2.4% | 0.196% | |
| 1/26/2026 | Private Trust Co. NA | 1,925 | $41K | 0.0% | +328.7% | 0.009% | |
| 1/23/2026 | Farther Finance Advisors LLC | 21,608 | $465K | 0.0% | +45.4% | 0.106% | |
| 1/23/2026 | Carnegie Investment Counsel | 29,129 | $627K | 0.0% | +151.6% | 0.149% | |
| 1/21/2026 | Leo Wealth LLC | 421,448 | $9.10M | 0.7% | N/A | 2.150% | |
| 1/16/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 35,155 | $756K | 0.0% | +2.3% | 0.183% | |
| 1/15/2026 | Ironwood Wealth Management LLC. | 17,673 | $382K | 0.1% | +5.8% | 0.087% | |
| 1/15/2026 | Brookstone Capital Management | 30,743 | $661K | 0.0% | +12.1% | 0.160% | |
| 1/14/2026 | Hennion & Walsh Asset Management Inc. | 41,181 | $886K | 0.0% | +47.6% | 0.214% | |
| 1/14/2026 | Net Worth Advisory Group | 22,769 | $490K | 0.1% | +98.7% | 0.119% | |
| 1/12/2026 | Sax Wealth Advisors LLC | 25,600 | $551K | 0.0% | N/A | 0.136% | |
| 1/9/2026 | Cambridge Financial Group LLC | 13,257 | $285K | 0.1% | -63.4% | 0.071% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 32,433 | $701K | 0.0% | +26.9% | 0.173% | |
| 1/7/2026 | Private Client Services LLC | 116,454 | $2.51M | 0.8% | +3.9% | 0.619% | |
Read this or regret it forever (Ad) Three Nobel Prize Winners expose this once-in-a-generation wealth shift:
“Don’t Say I Didn’t Warn You”
Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change. Don’t be left behind. Click here now. |
| 1/1/2026 | JPMorgan Chase & Co. | 51,989 | $1.12M | 0.0% | N/A | 0.319% | |
| 11/19/2025 | Captrust Financial Advisors | 113,475 | $2.45M | 0.0% | N/A | 0.696% | |
| 11/17/2025 | NewEdge Advisors LLC | 65,034 | $1.40M | 0.0% | +9.1% | 0.399% | |
| 11/17/2025 | Turning Point Benefit Group Inc. | 52,591 | $1.14M | 0.7% | +54.6% | 0.323% | |
| 11/17/2025 | Mercer Global Advisors Inc. ADV | 460,818 | $9.94M | 0.0% | +31.7% | 2.827% | |
| 11/17/2025 | Bank of America Corp DE | 74,306 | $1.60M | 0.0% | +32.6% | 0.456% | |
| 11/17/2025 | Anchor Investment Management LLC | 2,430 | $52K | 0.0% | +465.1% | 0.015% | |
| 11/17/2025 | Ameriprise Financial Inc. | 61,852 | $1.33M | 0.0% | +5.2% | 0.379% | |
| 11/14/2025 | Raymond James Financial Inc. | 149,047 | $3.22M | 0.0% | +4.8% | 0.914% | |
| 11/14/2025 | Equitable Holdings Inc. | 625,312 | $13.49M | 0.1% | +5.2% | 3.836% | |