8/27/2025 | Orion Porfolio Solutions LLC | 18,789 | $968K | 0.0% | -1.2% | 0.156% | |
8/18/2025 | Geneos Wealth Management Inc. | 92,682 | $4.77M | 0.1% | +15.8% | 0.767% | |
8/15/2025 | Corient Private Wealth LLC | 4,043 | $208K | 0.0% | N/A | 0.033% | |
8/15/2025 | Orion Porfolio Solutions LLC | 89,882 | $4.63M | 0.0% | +372.8% | 0.744% | |
8/15/2025 | MML Investors Services LLC | 122,507 | $6.31M | 0.0% | +29.2% | 1.014% | |
8/15/2025 | McIlrath & Eck LLC | 129,200 | $6.65M | 0.8% | +6.5% | 1.070% | |
8/15/2025 | Byrne Financial Freedom LLC | 104,932 | $5.40M | 2.7% | +12.5% | 0.869% | |
8/15/2025 | Bank of America Corp DE | 27,160 | $1.40M | 0.0% | -31.3% | 0.225% | |
8/14/2025 | Raymond James Financial Inc. | 251,426 | $12.95M | 0.0% | -0.3% | 2.081% | |
8/14/2025 | Betterment LLC | 4,159 | $214K | 0.0% | N/A | 0.034% | |
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8/14/2025 | NewEdge Advisors LLC | 14,530 | $748K | 0.0% | -4.3% | 0.120% | |
8/14/2025 | Tandem Financial LLC | 66,181 | $3.41M | 3.2% | N/A | 0.548% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 141,984 | $7.31M | 0.0% | -46.6% | 1.175% | |
8/12/2025 | Richmond Investment Services LLC | 4,494 | $231K | 0.0% | N/A | 0.037% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 33,948 | $1.75M | 0.0% | -9.5% | 0.281% | |
8/12/2025 | Titleist Asset Management LLC | 7,887 | $406K | 0.0% | -58.6% | 0.065% | |
8/12/2025 | JPMorgan Chase & Co. | 3,991 | $206K | 0.0% | -63.8% | 0.033% | |
8/8/2025 | Rockefeller Capital Management L.P. | 58,901 | $3.03M | 0.0% | +85.3% | 0.488% | |
8/8/2025 | Kingsview Wealth Management LLC | 115,203 | $5.93M | 0.1% | +0.2% | 0.954% | |
8/8/2025 | Thoroughbred Financial Services LLC | 5,914 | $304K | 0.0% | -56.4% | 0.049% | |
8/8/2025 | Cetera Investment Advisers | 69,757 | $3.59M | 0.0% | +11.9% | 0.577% | |
8/8/2025 | Davies Financial Advisors Inc. | 38,320 | $1.97M | 1.5% | -11.3% | 0.317% | |
8/7/2025 | Allworth Financial LP | 10,155 | $523K | 0.0% | -2.7% | 0.084% | |
8/7/2025 | PFG Advisors | 92,919 | $4.79M | 0.2% | +8.3% | 0.769% | |
8/6/2025 | Prospera Financial Services Inc | 7,147 | $368K | 0.0% | -20.4% | 0.059% | |
8/6/2025 | Centerpoint Advisory Group | 21,232 | $1.09M | 0.9% | -7.5% | 0.176% | |
8/6/2025 | RFG Bristol Wealth Advisors LLC | 273,733 | $14.10M | 4.4% | -41.2% | 2.266% | |
8/5/2025 | Sigma Planning Corp | 10,900 | $561K | 0.0% | -3.2% | 0.090% | |
8/5/2025 | Prosperity Wealth Management Inc. | 131,010 | $6.75M | 2.5% | +22.5% | 1.085% | |
8/5/2025 | Lifeworks Advisors LLC | 4,023 | $207K | 0.0% | -13.8% | 0.033% | |
8/4/2025 | IFG Advisory LLC | 120,660 | $6.21M | 0.3% | +0.5% | 0.999% | |
8/4/2025 | World Investment Advisors | 67,919 | $3.50M | 0.1% | -37.2% | 0.562% | |
8/1/2025 | Envestnet Asset Management Inc. | 684,623 | $35.26M | 0.0% | +81.2% | 5.635% | |
7/29/2025 | Stratos Wealth Partners LTD. | 7,428 | $383K | 0.0% | +5.8% | 0.061% | |
7/28/2025 | RFG Advisory LLC | 3,957 | $204K | 0.0% | -51.2% | 0.033% | |
7/25/2025 | CWM LLC | 1,398 | $72K | 0.0% | -46.6% | 0.012% | |
7/25/2025 | Sovereign Financial Group Inc. | 37,330 | $1.92M | 0.4% | -4.6% | 0.307% | |
7/24/2025 | Mainstay Capital Management LLC ADV | 8,428 | $434K | 0.0% | +22.4% | 0.069% | |
7/24/2025 | Lokken Investment Group LLC | 10,689 | $550K | 0.2% | +39.9% | 0.088% | |
7/22/2025 | Merit Financial Group LLC | 236,620 | $12.19M | 0.1% | -2.8% | 1.940% | |
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7/21/2025 | AIFG Consultants Ltd. | 34,518 | $1.78M | 3.5% | -3.5% | 0.283% | |
7/16/2025 | Highline Wealth Partners LLC | 493 | $25K | 0.0% | N/A | 0.004% | |
7/15/2025 | Eaton Financial Holdings Company LLC | 10,380 | $535K | 0.2% | -45.7% | 0.085% | |
7/14/2025 | Lighthouse Wealth Management Inc. | 170,065 | $8.76M | 7.6% | -1.4% | 1.385% | |
7/14/2025 | Flagstar Advisors Inc. | 5,964 | $307K | 0.1% | -5.0% | 0.049% | |
7/11/2025 | Farther Finance Advisors LLC | 7,813 | $402K | 0.0% | -65.2% | 0.063% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 13,130 | $676K | 0.1% | -7.6% | 0.106% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 23,536 | $1.23M | 0.0% | +226.9% | 0.191% | |
7/10/2025 | Signal Advisors Wealth LLC | 29,029 | $1.50M | 0.1% | -71.9% | 0.235% | |
7/9/2025 | Intelligence Driven Advisers LLC | 553,625 | $28.51M | 4.3% | +42.6% | 4.483% | |
7/9/2025 | Breakwater Capital Group | 26,395 | $1.36M | 0.2% | +71.9% | 0.214% | |
7/7/2025 | Nova Wealth Management Inc. | 43,665 | $2.25M | 1.7% | +32.1% | 0.353% | |
5/29/2025 | Nova Wealth Management Inc. | 33,062 | $1.63M | 1.4% | +6.3% | 0.270% | |
5/16/2025 | McIlrath & Eck LLC | 121,278 | $5.99M | 0.7% | -3.2% | 0.992% | |
5/16/2025 | Goldman Sachs Group Inc. | 226,139 | $11.16M | 0.0% | N/A | 1.849% | |
5/16/2025 | NewEdge Advisors LLC | 15,188 | $750K | 0.0% | -59.4% | 0.124% | |
5/15/2025 | Royal Bank of Canada | 9,761 | $482K | 0.0% | -7.2% | 0.080% | |
5/15/2025 | Titleist Asset Management LLC | 19,070 | $941K | 0.1% | -91.6% | 0.156% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 265,874 | $13.12M | 0.0% | -5.3% | 2.174% | |
5/14/2025 | Kestra Advisory Services LLC | 251,789 | $12.43M | 0.1% | +17.2% | 2.059% | |
5/13/2025 | Raymond James Financial Inc. | 252,259 | $12.45M | 0.0% | +3.9% | 2.063% | |
5/13/2025 | Eaton Financial Holdings Company LLC | 19,104 | $943K | 0.4% | -44.2% | 0.156% | |
5/12/2025 | Aveo Capital Partners LLC | 607,884 | $29.32M | 4.8% | +14.3% | 4.970% | |
5/9/2025 | Thoroughbred Financial Services LLC | 13,569 | $669K | 0.0% | +112.8% | 0.111% | |
5/9/2025 | PNC Financial Services Group Inc. | 750 | $37K | 0.0% | -25.0% | 0.006% | |
5/8/2025 | IFG Advisory LLC | 120,081 | $5.93M | 0.3% | -28.1% | 0.980% | |
5/8/2025 | RVW Wealth LLC | 14,402 | $711K | 0.1% | -33.0% | 0.118% | |
5/8/2025 | Geneos Wealth Management Inc. | 90,615 | $4.47M | 0.1% | +13.3% | 0.740% | |
5/7/2025 | LPL Financial LLC | 1,296,065 | $63.97M | 0.0% | +25.4% | 10.580% | |
5/6/2025 | Cetera Investment Advisers | 62,343 | $3.08M | 0.0% | +1.7% | 0.509% | |
5/6/2025 | Lifeworks Advisors LLC | 4,665 | $230K | 0.0% | -5.7% | 0.038% | |
5/6/2025 | AllGen Financial Advisors Inc. | 14,414 | $711K | 0.2% | +167.5% | 0.118% | |
5/6/2025 | PFG Advisors | 85,828 | $4.24M | 0.2% | +3.8% | 0.701% | |
5/5/2025 | Mainstay Capital Management LLC ADV | 6,885 | $340K | 0.0% | +22.1% | 0.056% | |
5/5/2025 | ARQ Wealth Advisors LLC | 208,138 | $10.27M | 3.8% | +0.7% | 1.699% | |
5/2/2025 | Kingsview Wealth Management LLC | 114,973 | $5.68M | 0.1% | -2.0% | 0.931% | |
5/2/2025 | Larson Financial Group LLC | 29,025 | $1.43M | 0.1% | +74.7% | 0.235% | |
5/2/2025 | Lokken Investment Group LLC | 7,641 | $377K | 0.2% | +52.9% | 0.062% | |
5/2/2025 | Sigma Planning Corp | 11,256 | $556K | 0.0% | +160.7% | 0.091% | |
5/1/2025 | CWM LLC | 2,618 | $129K | 0.0% | -7.4% | 0.021% | |
5/1/2025 | Hughes Financial Services LLC | 1,615 | $80K | 0.0% | N/A | 0.013% | |
4/30/2025 | Allworth Financial LP | 10,440 | $495K | 0.0% | +4.4% | 0.085% | |
4/30/2025 | Stratos Wealth Partners LTD. | 7,022 | $347K | 0.0% | -58.3% | 0.057% | |
4/30/2025 | Synergy Investment Management LLC | 31,223 | $1.54M | 0.6% | +149.6% | 0.253% | |
4/29/2025 | Byrne Financial Freedom LLC | 93,287 | $4.61M | 2.6% | -15.2% | 0.755% | |
4/29/2025 | Envestnet Asset Management Inc. | 377,845 | $18.65M | 0.0% | -3.7% | 3.059% | |
4/29/2025 | World Investment Advisors | 108,119 | $5.34M | 0.1% | +64.4% | 0.875% | |
4/28/2025 | Clear Creek Financial Management LLC | 97,638 | $4.82M | 0.5% | N/A | 0.779% | |
4/25/2025 | Intelligence Driven Advisers LLC | 388,266 | $19.17M | 3.7% | +12.1% | 3.099% | |
4/23/2025 | AIFG Consultants Ltd. | 35,777 | $1.77M | 2.9% | -2.9% | 0.286% | |
Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why (Ad) Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA or Bitcoin, but by owning a simple index fund.
It sounds impossible. Yet it happened – just a short time ago. Now a legendary figure says: "Brace yourselves. It's about to happen here, in America. But fair warning – it could be the worst thing that ever happens to you."
This story has received little coverage in the press. But if history repeats, it could bump tens of millions of Americans into a 7-figure net worth practically overnight. Click here for the full story. |
4/23/2025 | BridgePort Financial Solutions LLC | 11,739 | $579K | 0.3% | +82.1% | 0.094% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 91,506 | $4.52M | 0.0% | +6.8% | 0.730% | |
4/22/2025 | Lighthouse Wealth Management Inc. | 172,394 | $8.51M | 7.8% | +1.1% | 1.376% | |
4/22/2025 | Davies Financial Advisors Inc. | 43,185 | $2.13M | 1.8% | +123.4% | 0.345% | |
4/18/2025 | Prosperity Wealth Management Inc. | 106,973 | $5.28M | 2.5% | +6.0% | 0.854% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 7,200 | $355K | 0.0% | -4.0% | 0.057% | |
4/15/2025 | Redhawk Wealth Advisors Inc. | 14,217 | $702K | 0.1% | N/A | 0.113% | |
4/14/2025 | Farther Finance Advisors LLC | 22,445 | $1.11M | 0.0% | N/A | 0.179% | |
4/11/2025 | Sovereign Financial Group Inc. | 39,143 | $1.93M | 0.4% | +6.1% | 0.316% | |
4/11/2025 | Signal Advisors Wealth LLC | 103,426 | $5.11M | 0.5% | +11.4% | 0.834% | |