8/19/2025 | B. Riley Wealth Advisors Inc. | 13,647 | $1.33M | 0.1% | N/A | 0.163% | |
8/18/2025 | Geneos Wealth Management Inc. | 66,693 | $6.49M | 0.2% | +315.2% | 0.799% | |
8/15/2025 | Captrust Financial Advisors | 6,321 | $615K | 0.0% | +2.5% | 0.076% | |
8/15/2025 | MML Investors Services LLC | 15,626 | $1.52M | 0.0% | -23.0% | 0.187% | |
8/15/2025 | Bank of America Corp DE | 408,888 | $39.78M | 0.0% | -8.1% | 4.897% | |
8/14/2025 | Jane Street Group LLC | 22,778 | $2.22M | 0.0% | -30.0% | 0.273% | |
8/14/2025 | Raymond James Financial Inc. | 361,632 | $35.18M | 0.0% | -18.3% | 4.331% | |
8/14/2025 | Potentia Wealth | 8,344 | $812K | 0.5% | -19.3% | 0.100% | |
8/14/2025 | NewEdge Advisors LLC | 1,123 | $109K | 0.0% | -61.9% | 0.013% | |
8/13/2025 | Per Stirling Capital Management LLC. | 33,271 | $3.24M | 0.4% | +14.5% | 0.398% | |
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8/13/2025 | Flow Traders U.S. LLC | 22,680 | $2.21M | 0.1% | +457.1% | 0.272% | |
8/13/2025 | Cresset Asset Management LLC | 2,363 | $230K | 0.0% | -5.0% | 0.028% | |
8/13/2025 | Baird Financial Group Inc. | 94,701 | $9.21M | 0.0% | +12.4% | 1.134% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 578 | $59K | 0.0% | N/A | 0.007% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 168,836 | $16.42M | 0.0% | +183.0% | 2.022% | |
8/12/2025 | JPMorgan Chase & Co. | 42,554 | $4.14M | 0.0% | -68.4% | 0.510% | |
8/11/2025 | Perennial Investment Advisors LLC | 11,864 | $1.15M | 0.1% | -34.8% | 0.142% | |
8/11/2025 | Pinnacle Wealth Planning Services Inc. | 2,123 | $207K | 0.0% | N/A | 0.025% | |
8/11/2025 | Western Wealth Management LLC | 27,752 | $2.70M | 0.2% | +2.6% | 0.332% | |
8/8/2025 | MTM Investment Management LLC | 35,223 | $3.43M | 1.2% | +3.6% | 0.422% | |
8/8/2025 | Cetera Investment Advisers | 133,400 | $12.98M | 0.0% | -4.6% | 1.598% | |
8/8/2025 | Creative Planning | 4,447 | $433K | 0.0% | -10.8% | 0.053% | |
8/7/2025 | Lakeridge Wealth Management LLC | 52,221 | $5.08M | 2.3% | +358.7% | 0.625% | |
8/6/2025 | Atlas Legacy Advisors LLC | 4,682 | $455K | 0.1% | +94.9% | 0.056% | |
8/5/2025 | GPS Wealth Strategies Group LLC | 6,134 | $597K | 0.1% | +9.7% | 0.073% | |
8/4/2025 | IFG Advisory LLC | 21,552 | $2.10M | 0.1% | -49.9% | 0.258% | |
8/4/2025 | Arkadios Wealth Advisors | 3,638 | $354K | 0.0% | +7.6% | 0.044% | |
8/4/2025 | Daymark Wealth Partners LLC | 7,723 | $751K | 0.0% | -3.8% | 0.092% | |
8/1/2025 | Envestnet Asset Management Inc. | 40,582 | $3.95M | 0.0% | -9.3% | 0.486% | |
7/29/2025 | Chicago Partners Investment Group LLC | 69,615 | $7.12M | 0.2% | -0.9% | 0.834% | |
7/29/2025 | Private Trust Co. NA | 3,080 | $300K | 0.0% | +3.6% | 0.037% | |
7/28/2025 | Harbour Investments Inc. | 2,767 | $269K | 0.0% | -21.3% | 0.033% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 4,695 | $457K | 0.0% | -12.7% | 0.056% | |
7/25/2025 | Genesee Capital Advisors LLC | 60,083 | $5.85M | 2.6% | +2.5% | 0.720% | |
7/25/2025 | CWM LLC | 28,199 | $2.74M | 0.0% | -49.8% | 0.338% | |
7/25/2025 | Concurrent Investment Advisors LLC | 70,057 | $6.82M | 0.1% | N/A | 0.839% | |
7/24/2025 | Blair William & Co. IL | 758 | $74K | 0.0% | N/A | 0.009% | |
7/23/2025 | REAP Financial Group LLC | 911 | $89K | 0.0% | -37.4% | 0.011% | |
7/23/2025 | Tcfg Wealth Management LLC | 7,450 | $725K | 0.3% | -4.0% | 0.089% | |
7/21/2025 | Ameritas Advisory Services LLC | 1,236 | $120K | 0.0% | -50.8% | 0.015% | |
Trump’s “new dollar” could shock Americans (Ad) "I Made Millions in the Tech Boom. Here's Where I'd Put My Money Today"
This man has called some of the biggest money moves of the last 30 years – including the internet, the tech boom, and bitcoin (before it soared 8,000%). Today, he's a multimillionaire tech investor. And he says Congress just passed a radical new law that could create more millionaires in the years ahead than anything else. See how he says to prepare yourself for this $30 trillion shift here. |
7/21/2025 | TFG Advisers LLC | 3,002 | $292K | 0.1% | -13.3% | 0.036% | |
7/18/2025 | QTR Family Wealth LLC | 3,012 | $293K | 0.2% | +4.6% | 0.036% | |
7/18/2025 | Truist Financial Corp | 12,577 | $1.22M | 0.0% | -2.3% | 0.151% | |
7/17/2025 | Mainsail Financial Group LLC | 38,555 | $3.78M | 1.8% | +2.5% | 0.462% | |
7/17/2025 | Janney Montgomery Scott LLC | 141,628 | $13.78M | 0.0% | -43.6% | 1.696% | |
7/17/2025 | City Holding Co. | 21,223 | $2.06M | 0.3% | +15.0% | 0.254% | |
7/16/2025 | Maridea Wealth Management LLC | 6,209 | $604K | 0.2% | N/A | 0.074% | |
7/15/2025 | Wealth Effects LLC | 2,709 | $264K | 0.1% | -8.4% | 0.032% | |
7/15/2025 | Farrell Financial LLC | 2,182 | $212K | 0.1% | N/A | 0.026% | |
7/14/2025 | Main Line Retirement Advisors LLC | 4,551 | $443K | 0.3% | -96.0% | 0.055% | |
7/11/2025 | Farther Finance Advisors LLC | 1,618 | $157K | 0.0% | -42.2% | 0.019% | |
7/11/2025 | Silver Oak Securities Incorporated | 30,439 | $2.96M | 0.2% | +1.7% | 0.362% | |
7/10/2025 | Three Seasons Wealth LLC | 14,638 | $1.42M | 0.2% | -4.0% | 0.174% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 31,693 | $3.19M | 0.0% | +4.0% | 0.377% | |
7/9/2025 | Keystone Wealth Services LLC | 5,258 | $511K | 0.1% | -12.9% | 0.063% | |
7/9/2025 | Triumph Capital Management | 8,526 | $829K | 0.2% | +32.6% | 0.102% | |
7/7/2025 | Wealth Alliance Advisory Group LLC | 62,227 | $6.05M | 1.2% | +4.0% | 0.741% | |
7/1/2025 | Park National Corp OH | 27,044 | $2.63M | 0.1% | -25.8% | 0.304% | |
5/21/2025 | Main Line Retirement Advisors LLC | 113,690 | $10.24M | 6.7% | +0.6% | 1.322% | |
5/21/2025 | Geneos Wealth Management Inc. | 16,064 | $1.45M | 0.0% | -1.4% | 0.187% | |
5/20/2025 | Belpointe Asset Management LLC | 4,193 | $378K | 0.0% | -15.7% | 0.047% | |
5/20/2025 | Flaharty Asset Management LLC | 652 | $59K | 0.0% | N/A | 0.007% | |
5/19/2025 | Jane Street Group LLC | 32,560 | $2.93M | 0.0% | +707.1% | 0.366% | |
5/16/2025 | Coppell Advisory Solutions LLC | 3,646 | $319K | 0.0% | -75.2% | 0.041% | |
5/16/2025 | Goldman Sachs Group Inc. | 20,641 | $1.86M | 0.0% | +366.6% | 0.232% | |
5/16/2025 | Jones Financial Companies Lllp | 6,643 | $598K | 0.0% | -53.6% | 0.075% | |
5/16/2025 | NewEdge Advisors LLC | 2,946 | $265K | 0.0% | -21.8% | 0.033% | |
5/16/2025 | Integrated Wealth Concepts LLC | 9,568 | $862K | 0.0% | +5.1% | 0.108% | |
5/15/2025 | Royal Bank of Canada | 377,317 | $33.99M | 0.0% | -0.3% | 4.240% | |
5/15/2025 | Baird Financial Group Inc. | 84,233 | $7.59M | 0.0% | +2.5% | 0.946% | |
5/15/2025 | OLD Mission Capital LLC | 16,992 | $1.53M | 0.0% | N/A | 0.191% | |
5/14/2025 | Per Stirling Capital Management LLC. | 29,069 | $2.62M | 0.4% | +2.4% | 0.327% | |
5/14/2025 | Comerica Bank | 24,893 | $2.24M | 0.0% | +2.7% | 0.280% | |
5/14/2025 | Synovus Financial Corp | 3,883 | $350K | 0.0% | -18.2% | 0.044% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 59,665 | $5.38M | 0.0% | +280.6% | 0.670% | |
5/14/2025 | Kestra Advisory Services LLC | 63,327 | $5.71M | 0.0% | -2.4% | 0.712% | |
5/14/2025 | Flow Traders U.S. LLC | 4,071 | $367K | 0.0% | +49.8% | 0.046% | |
5/14/2025 | Venture Visionary Partners LLC | 2,339 | $211K | 0.0% | -50.0% | 0.026% | |
5/13/2025 | Raymond James Financial Inc. | 442,791 | $39.89M | 0.0% | -0.2% | 4.975% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 6,086 | $548K | 0.0% | -5.4% | 0.068% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 53,674 | $4.84M | 0.1% | -8.3% | 0.603% | |
5/13/2025 | HighTower Advisors LLC | 37,725 | $3.40M | 0.0% | -1.9% | 0.424% | |
5/12/2025 | Virtu Financial LLC | 22,383 | $2.02M | 0.1% | N/A | 0.251% | |
5/12/2025 | Potentia Wealth | 10,335 | $931K | 0.4% | -6.8% | 0.116% | |
5/9/2025 | Chicago Partners Investment Group LLC | 70,237 | $6.21M | 0.2% | +1.0% | 0.789% | |
5/9/2025 | Tidemark LLC | 3,042 | $274K | 0.1% | -27.7% | 0.034% | |
5/9/2025 | Three Seasons Wealth LLC | 15,251 | $1.37M | 0.7% | -4.0% | 0.171% | |
5/8/2025 | IFG Advisory LLC | 42,995 | $3.87M | 0.2% | -5.4% | 0.483% | |
5/8/2025 | Harbour Investments Inc. | 3,517 | $317K | 0.0% | +48.6% | 0.040% | |
5/8/2025 | Arkadios Wealth Advisors | 3,380 | $304K | 0.0% | +12.4% | 0.038% | |
“Sell Nvidia before earnings” (Ad) Eric Fry just went live with one of his most controversial calls yet: “Sell Nvidia.” While Wall Street has been chasing the AI giant, Eric says its biggest customers are now its biggest competitors — and that could spell trouble ahead.
Instead, he’s urging investors to consider a little-known hardware company that’s already starting to take off. In fact, while Nvidia has slipped over the past 30 days, this “off-the-radar” stock is up 18% — and Eric believes the run is just beginning. See Eric’s full analysis and get all 7 free trade ideas here |
5/8/2025 | Geneos Wealth Management Inc. | 45,934 | $4.14M | 0.1% | +181.9% | 0.516% | |
5/7/2025 | Atlas Legacy Advisors LLC | 2,402 | $216K | 0.1% | -48.7% | 0.027% | |
5/7/2025 | LPL Financial LLC | 602,895 | $54.32M | 0.0% | +1.4% | 6.774% | |
5/6/2025 | Cetera Investment Advisers | 139,804 | $12.60M | 0.0% | +43.0% | 1.571% | |
5/6/2025 | Triumph Capital Management | 6,430 | $579K | 0.2% | -33.7% | 0.072% | |
5/5/2025 | IFP Advisors Inc | 924 | $83K | 0.0% | -28.6% | 0.010% | |
5/5/2025 | PCG Wealth Advisors LLC | 2,287 | $206K | 0.1% | N/A | 0.026% | |
5/5/2025 | Private Advisor Group LLC | 5,914 | $533K | 0.0% | -15.1% | 0.066% | |
5/1/2025 | MTM Investment Management LLC | 33,994 | $3.08M | 1.2% | +1.0% | 0.382% | |
5/1/2025 | CWM LLC | 56,209 | $5.06M | 0.0% | +4.6% | 0.632% | |