4/29/2025 | Values Added Financial LLC | 13,253 | $646K | 0.4% | +25.1% | 2.410% | |
4/17/2025 | Cliftonlarsonallen Wealth Advisors LLC | 21,025 | $1.02M | 0.0% | +19.7% | 3.823% | |
4/9/2025 | Merit Financial Group LLC | 15,334 | $747K | 0.0% | -31.8% | 2.788% | |
2/17/2025 | Citadel Advisors LLC | 16,201 | $735K | 0.0% | +11.6% | 2.492% | |
2/14/2025 | Jane Street Group LLC | 11,346 | $515K | 0.0% | -50.1% | 1.746% | |
2/13/2025 | Bank of Montreal Can | 81,144 | $3.68M | 0.0% | -4.6% | 12.484% | |
2/12/2025 | OLD Mission Capital LLC | 65,108 | $2.95M | 0.0% | +60.5% | 10.017% | |
2/12/2025 | JPMorgan Chase & Co. | 23,767 | $1.08M | 0.0% | -29.4% | 3.656% | |
2/12/2025 | Ariadne Wealth Management LP | 5,241 | $251K | 0.1% | N/A | 0.806% | |
2/10/2025 | Corient Private Wealth LLC | 17,528 | $795K | 0.0% | -13.7% | 2.697% | |
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2/10/2025 | Commonwealth Equity Services LLC | 81,464 | $3.70M | 0.0% | +12.1% | 12.533% | |
2/7/2025 | Daiwa Securities Group Inc. | 14,960 | $679K | 0.0% | N/A | 2.302% | |
2/5/2025 | WR Wealth Planners LLC | 2,344 | $106K | 0.0% | -56.4% | 0.361% | |
1/30/2025 | Values Added Financial LLC | 10,594 | $481K | 0.3% | +8.8% | 1.630% | |
1/15/2025 | Merit Financial Group LLC | 22,496 | $1.02M | 0.0% | +5.8% | 3.461% | |
1/14/2025 | Cliftonlarsonallen Wealth Advisors LLC | 17,567 | $797K | 0.0% | +2.0% | 2.703% | |
12/26/2024 | JPMorgan Chase & Co. | 33,647 | $1.69M | 0.0% | -14.4% | 5.176% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 652 | $33K | 0.0% | -66.0% | 0.100% | |
11/15/2024 | Jane Street Group LLC | 22,749 | $1.15M | 0.0% | -25.5% | 3.500% | |
11/14/2024 | Flow Traders U.S. LLC | 7,960 | $401K | 0.0% | -91.7% | 1.225% | |
11/13/2024 | Bank of Montreal Can | 85,047 | $4.35M | 0.0% | +0.9% | 13.084% | |
11/1/2024 | Beta Wealth Group Inc. | 4,181 | $210K | 0.1% | N/A | 0.643% | |
10/15/2024 | Cliftonlarsonallen Wealth Advisors LLC | 17,224 | $867K | 0.0% | -13.3% | 2.650% | |
10/8/2024 | Mather Group LLC. | 969 | $49K | 0.0% | -18.2% | 0.149% | |
8/14/2024 | Bank of Montreal Can | 84,319 | $3.88M | 0.0% | -11.6% | 11.243% | |
8/12/2024 | Glass Jacobson Investment Advisors llc | 1,919 | $87K | 0.0% | -19.8% | 0.256% | |
8/5/2024 | Addison Advisors LLC | 1,380 | $62K | 0.0% | +21.1% | 0.184% | |
7/31/2024 | Commonwealth Equity Services LLC | 70,531 | $3.18M | 0.0% | +9.9% | 9.404% | |
7/12/2024 | Cliftonlarsonallen Wealth Advisors LLC | 19,864 | $896K | 0.0% | +16.0% | 2.649% | |
5/15/2024 | Flow Traders U.S. LLC | 71,893 | $3.15M | 0.2% | +35.2% | 9.586% | |
5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 17,119 | $750K | 0.0% | +4.2% | 2.283% | |
4/29/2024 | Commonwealth Equity Services LLC | 64,196 | $2.81M | 0.0% | +17.2% | 8.559% | |
4/25/2024 | Values Added Financial LLC | 9,610 | $421K | 0.3% | +37.8% | 1.281% | |
4/9/2024 | Mather Group LLC. | 1,199 | $53K | 0.0% | N/A | 0.160% | |
2/9/2024 | Corient Private Wealth LLC | 20,217 | $889K | 0.0% | +1.4% | 2.696% | |
2/2/2024 | Addison Advisors LLC | 3,715 | $163K | 0.1% | -12.5% | 0.495% | |
1/22/2024 | Glass Jacobson Investment Advisors llc | 2,955 | $130K | 0.1% | -67.1% | 0.394% | |
1/18/2024 | Values Added Financial LLC | 6,976 | $307K | 0.3% | -29.9% | 0.930% | |
1/16/2024 | Wealthsource Partners LLC | 9,503 | $418K | 0.0% | -71.5% | 1.267% | |
11/16/2023 | High Falls Advisors Inc | 8,197 | $351K | 0.1% | +45.8% | 0.745% | |
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11/14/2023 | W Advisors LLC | 4,788 | $205K | 0.2% | -23.9% | 0.435% | |
11/13/2023 | CI Investments Inc. | 5,340 | $228K | 0.0% | +13.3% | 0.485% | |
11/13/2023 | Wealthsource Partners LLC | 33,305 | $1.43M | 0.1% | +21.4% | 3.028% | |
11/9/2023 | Wealth Alliance | 12,294 | $526K | 0.1% | -15.5% | 1.118% | |
11/7/2023 | Merit Financial Group LLC | 20,678 | $885K | 0.0% | +4.7% | 1.880% | |
11/7/2023 | Goodwin Investment Advisory | 846 | $36K | 0.0% | -33.8% | 0.077% | |
11/7/2023 | Glass Jacobson Investment Advisors llc | 8,985 | $384K | 0.2% | -14.9% | 0.817% | |
10/24/2023 | Tcwp LLC | 5,124 | $219K | 0.2% | -34.8% | 0.466% | |
10/24/2023 | Stratos Wealth Advisors LLC | 4,725 | $202K | 0.0% | -20.0% | 0.430% | |
10/23/2023 | Commonwealth Equity Services LLC | 43,727 | $1.87M | 0.0% | +16.0% | 3.975% | |
10/20/2023 | My Legacy Advisors LLC | 6,353 | $266K | 0.1% | -26.1% | 0.578% | |
10/16/2023 | ONE Advisory Partners LLC | 9,125 | $390K | 0.2% | N/A | 0.830% | |
10/13/2023 | Cliftonlarsonallen Wealth Advisors LLC | 14,929 | $639K | 0.0% | -4.8% | 1.357% | |
10/12/2023 | Mayflower Financial Advisors LLC | 7,495 | $321K | 0.0% | N/A | 0.681% | |
8/14/2023 | Keebeck Wealth Management LLC | 25,494 | $1.14M | 0.2% | +43.7% | 2.125% | |
8/10/2023 | Commonwealth Equity Services LLC | 37,684 | $1.69M | 0.0% | +23.0% | 3.140% | |
8/9/2023 | Flow Traders U.S. LLC | 44,188 | $1.98M | 0.1% | N/A | 3.682% | |
8/4/2023 | W Advisors LLC | 6,295 | $282K | 0.2% | N/A | 0.525% | |
8/3/2023 | Addison Advisors LLC | 4,170 | $187K | 0.1% | +14.4% | 0.348% | |
8/2/2023 | Wealth Alliance | 14,556 | $652K | 0.1% | +97.7% | 1.213% | |
8/2/2023 | Bank of Montreal Can | 144,279 | $6.69M | 0.0% | N/A | 12.023% | |
8/1/2023 | Merit Financial Group LLC | 19,750 | $884K | 0.0% | +28.1% | 1.646% | |
7/26/2023 | Glass Jacobson Investment Advisors llc | 10,558 | $473K | 0.2% | N/A | 0.880% | |
7/24/2023 | Values Added Financial LLC | 8,932 | $400K | 0.4% | N/A | 0.744% | |
7/20/2023 | BLB&B Advisors LLC | 6,352 | $284K | 0.0% | N/A | 0.529% | |
7/18/2023 | Stratos Wealth Advisors LLC | 5,908 | $264K | 0.0% | N/A | 0.492% | |
7/14/2023 | My Legacy Advisors LLC | 8,602 | $400K | 0.2% | +29.5% | 0.717% | |
7/13/2023 | Aprio Wealth Management LLC | 16,150 | $723K | 0.2% | +7.7% | 1.346% | |
5/11/2023 | Envestnet Asset Management Inc. | 11,719 | $534K | 0.0% | -77.7% | 1.116% | |
5/11/2023 | Wealth Alliance | 7,364 | $335K | 0.1% | +49.9% | 0.701% | |
5/9/2023 | Addison Advisors LLC | 3,645 | $166K | 0.1% | +19.3% | 0.347% | |
5/8/2023 | MGO One Seven LLC | 7,860 | $358K | 0.0% | N/A | 0.749% | |
5/3/2023 | Integrated Wealth Concepts LLC | 8,467 | $386K | 0.0% | +14.3% | 0.806% | |
4/24/2023 | Merit Financial Group LLC | 15,416 | $702K | 0.0% | +8.3% | 1.468% | |
4/14/2023 | Aprio Wealth Management LLC | 14,991 | $683K | 0.2% | +91.5% | 1.499% | |
4/13/2023 | Cliftonlarsonallen Wealth Advisors LLC | 15,570 | $709K | 0.0% | +10.4% | 1.557% | |
4/11/2023 | My Legacy Advisors LLC | 6,643 | $302K | 0.1% | +29.9% | 0.664% | |
3/6/2023 | OLD Mission Capital LLC | 20,744 | $884K | 0.0% | -86.3% | 1.804% | |
2/13/2023 | Integrated Wealth Concepts LLC | 7,410 | $316K | 0.0% | -28.7% | 0.644% | |
2/13/2023 | Wealth Alliance | 4,911 | $209K | 0.0% | -78.4% | 0.427% | |
2/13/2023 | Tcwp LLC | 6,925 | $295K | 0.1% | +37.9% | 0.602% | |
2/10/2023 | Wealthsource Partners LLC | 25,990 | $1.11M | 0.1% | -29.7% | 2.260% | |
2/10/2023 | CI Investments Inc. | 4,640 | $198K | 0.0% | -12.3% | 0.403% | |
2/9/2023 | EverSource Wealth Advisors LLC | 1,467 | $63K | 0.0% | -26.3% | 0.128% | |
2/7/2023 | Commonwealth Equity Services LLC | 22,613 | $964K | 0.0% | +223.1% | 1.966% | |
2/7/2023 | My Legacy Advisors LLC | 5,113 | $240K | 0.1% | -19.8% | 0.445% | |
2/7/2023 | Envestnet Asset Management Inc. | 52,459 | $2.24M | 0.0% | +561.8% | 4.562% | |
2/7/2023 | W Advisors LLC | 6,124 | $261K | 0.2% | -6.5% | 0.533% | |
2/6/2023 | Glass Jacobson Investment Advisors llc | 11,214 | $478K | 0.2% | N/A | 0.975% | |
2/1/2023 | Bank of Montreal Can | 123,075 | $5.46M | 0.0% | +67.1% | 10.702% | |
Musk's warning signal: Prepare before the cascade begins (Ad) When Elon Musk triggered his AI layoff plan, most analysts missed what it really meant. Louis Navellier didn’t.
With 40+ years of market modeling, he says Musk’s move wasn’t about efficiency — it was a signal. And what’s coming next could divide the market into winners and losers faster than anyone expects. Watch this urgent video briefing now. Watch the Musk market warning before the dominoes fall |
1/24/2023 | National Bank of Canada FI | 1,160 | $50K | 0.0% | -21.1% | 0.101% | |
1/24/2023 | Park Avenue Securities LLC | 5,708 | $243K | 0.0% | N/A | 0.496% | |
1/19/2023 | Cliftonlarsonallen Wealth Advisors LLC | 14,102 | $601K | 0.0% | -5.7% | 1.226% | |
1/13/2023 | Merit Financial Group LLC | 14,238 | $607K | 0.0% | +16.3% | 1.238% | |
1/11/2023 | Aprio Wealth Management LLC | 7,829 | $334K | 0.1% | N/A | 0.681% | |
11/16/2022 | Wealthsource Partners LLC | 36,948 | $1.51M | 0.1% | -12.7% | 2.842% | |
11/15/2022 | Keebeck Wealth Management LLC | 18,024 | $734K | 0.1% | -22.6% | 1.386% | |
11/15/2022 | CI Investments Inc. | 5,290 | $216K | 0.0% | +30.1% | 0.407% | |
11/14/2022 | One Wealth Advisors LLC | 57,269 | $2.33M | 0.8% | +159.9% | 4.405% | |
11/14/2022 | OLD Mission Capital LLC | 151,142 | $6.16M | 0.2% | +32.8% | 11.626% | |