4/30/2025 | Stratos Wealth Partners LTD. | 56,306 | $3.14M | 0.0% | -1.2% | 1.408% | |
4/29/2025 | Envestnet Asset Management Inc. | 14,211 | $792K | 0.0% | -48.5% | 0.355% | |
4/28/2025 | Clear Creek Financial Management LLC | 21,474 | $1.20M | 0.1% | +91.5% | 0.524% | |
4/23/2025 | Cottonwood Capital Advisors LLC | 16,098 | $898K | 0.7% | -5.9% | 0.393% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 32,093 | $1.79M | 0.0% | -43.7% | 0.783% | |
4/22/2025 | Crumly & Associates Inc. | 168,777 | $9.41M | 2.6% | +9.9% | 4.117% | |
4/22/2025 | Merkkuri Wealth Advisors LLC | 33,027 | $1.84M | 1.6% | -4.1% | 0.806% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 5,731 | $320K | 0.0% | -33.6% | 0.140% | |
4/9/2025 | Merit Financial Group LLC | 58,610 | $3.27M | 0.0% | +2.6% | 1.430% | |
4/9/2025 | NBC Securities Inc. | 3,763 | $209K | 0.0% | +125,333.3% | 0.092% | |
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4/8/2025 | Private Client Services LLC | 23,376 | $1.30M | 0.6% | +81.9% | 0.570% | |
2/24/2025 | Great Valley Advisor Group Inc. | 176,126 | $9.86M | 0.2% | +9.8% | 3.708% | |
2/20/2025 | Castlekeep Investment Advisors LLC | 12,941 | $725K | 0.1% | N/A | 0.291% | |
2/17/2025 | Cetera Investment Advisers | 77,514 | $4.34M | 0.0% | +273.6% | 1.632% | |
2/17/2025 | Castlekeep Investment Advisors LLC | 724,567 | $40.57M | 0.3% | N/A | 15.254% | |
2/17/2025 | Benjamin Edwards Inc. | 56,668 | $3.18M | 0.0% | -4.9% | 1.193% | |
2/14/2025 | Jane Street Group LLC | 142,727 | $7.99M | 0.0% | +1,068.7% | 3.005% | |
2/14/2025 | Integrated Wealth Concepts LLC | 41,641 | $2.33M | 0.0% | -37.9% | 0.877% | |
2/14/2025 | Coppell Advisory Solutions LLC | 938 | $52K | 0.0% | +190.4% | 0.020% | |
2/14/2025 | Harvest Investment Services LLC | 16,784 | $940K | 0.2% | +12.5% | 0.353% | |
2/14/2025 | IHT Wealth Management LLC | 7,187 | $402K | 0.0% | -73.7% | 0.151% | |
2/14/2025 | Stifel Financial Corp | 15,985 | $895K | 0.0% | +3.2% | 0.337% | |
2/14/2025 | Mach 1 Financial Group LLC | 6,154 | $345K | 0.6% | -89.1% | 0.130% | |
2/14/2025 | First Trust Advisors LP | 611,252 | $34.22M | 0.0% | -2.1% | 12.868% | |
2/13/2025 | Belpointe Asset Management LLC | 7,712 | $432K | 0.0% | -4.7% | 0.162% | |
2/13/2025 | Keystone Financial Group | 23,564 | $1.32M | 0.1% | N/A | 0.496% | |
2/13/2025 | Summit Investment Advisors Inc. | 12,208 | $684K | 0.6% | +14.4% | 0.257% | |
2/13/2025 | Envestnet Asset Management Inc. | 27,593 | $1.55M | 0.0% | -7.6% | 0.581% | |
2/12/2025 | StoneX Group Inc. | 175,856 | $9.85M | 0.6% | +24.0% | 3.702% | |
2/11/2025 | LPL Financial LLC | 222,059 | $12.43M | 0.0% | +2.9% | 4.675% | |
2/10/2025 | Harbour Investments Inc. | 1,085 | $61K | 0.0% | +3,516.7% | 0.023% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 8,628 | $483K | 0.0% | +3.4% | 0.182% | |
2/10/2025 | Commonwealth Equity Services LLC | 21,384 | $1.20M | 0.0% | +5.8% | 0.450% | |
2/7/2025 | HighTower Advisors LLC | 8,127 | $455K | 0.0% | -7.3% | 0.171% | |
2/7/2025 | Moors & Cabot Inc. | 11,584 | $649K | 0.0% | +7.0% | 0.244% | |
2/7/2025 | PNC Financial Services Group Inc. | 2,724 | $153K | 0.0% | N/A | 0.057% | |
2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 18,960 | $1.06M | 0.2% | N/A | 0.399% | |
2/6/2025 | Raymond James Financial Inc. | 166,803 | $9.34M | 0.0% | N/A | 3.512% | |
2/6/2025 | Gentry Private Wealth LLC | 5,286 | $296K | 1.2% | +33.4% | 0.111% | |
2/5/2025 | Ergawealth Advisors Inc. | 9,880 | $553K | 0.3% | +4.7% | 0.208% | |
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2/4/2025 | Pine Valley Investments Ltd Liability Co | 12,980 | $727K | 0.0% | -5.8% | 0.273% | |
2/4/2025 | Prasad Wealth Partners LLC | 130,780 | $7.32M | 2.4% | N/A | 2.753% | |
2/3/2025 | Crumly & Associates Inc. | 153,556 | $8.60M | 2.3% | +3.2% | 3.233% | |
1/31/2025 | Kestra Investment Management LLC | 1,094 | $61K | 0.0% | N/A | 0.023% | |
1/31/2025 | Atria Wealth Solutions Inc. | 15,932 | $892K | 0.0% | +56.1% | 0.335% | |
1/29/2025 | Capital Wealth Alliance LLC | 4,448 | $249K | 0.1% | N/A | 0.094% | |
1/28/2025 | Archer Investment Corp | 128,502 | $7.20M | 1.9% | +9.7% | 2.705% | |
1/28/2025 | Migdal Insurance & Financial Holdings Ltd. | 22,000 | $1.23M | 0.0% | -47.6% | 0.463% | |
1/27/2025 | Trilogy Capital Inc. | 8,446 | $473K | 0.0% | +36.3% | 0.178% | |
1/27/2025 | Stratos Wealth Partners LTD. | 56,978 | $3.19M | 0.0% | +5.0% | 1.200% | |
1/24/2025 | Clear Creek Financial Management LLC | 11,214 | $628K | 0.1% | N/A | 0.236% | |
1/23/2025 | Marmo Financial Group LLC | 183,742 | $10.28M | 5.6% | -1.2% | 3.868% | |
1/21/2025 | Merkkuri Wealth Advisors LLC | 34,424 | $1.93M | 1.5% | +9.7% | 0.725% | |
1/21/2025 | Geneos Wealth Management Inc. | 38,707 | $2.17M | 0.1% | +0.7% | 0.815% | |
1/21/2025 | Cottonwood Capital Advisors LLC | 17,109 | $958K | 0.7% | +3.5% | 0.360% | |
1/21/2025 | Cornerstone Wealth Management LLC | 5,744 | $322K | 0.0% | +13.8% | 0.121% | |
1/16/2025 | Purus Wealth Management LLC | 37,645 | $2.11M | 0.8% | +7.2% | 0.776% | |
1/15/2025 | Ameritas Advisory Services LLC | 3,902 | $218K | 0.0% | -62.6% | 0.080% | |
1/15/2025 | Merit Financial Group LLC | 57,101 | $3.20M | 0.1% | N/A | 1.177% | |
1/15/2025 | Householder Group Estate & Retirement Specialist LLC | 6,502 | $364K | 0.3% | +15,381.0% | 0.134% | |
1/8/2025 | Private Client Services LLC | 12,848 | $719K | 0.4% | -25.1% | 0.265% | |
11/25/2024 | Synovus Financial Corp | 3,848 | $250K | 0.0% | +12.5% | 0.082% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 13,780 | $893K | 0.1% | +106.6% | 0.293% | |
11/15/2024 | MML Investors Services LLC | 20,420 | $1.32M | 0.0% | +7.0% | 0.434% | |
11/15/2024 | Jane Street Group LLC | 12,212 | $792K | 0.0% | -86.2% | 0.260% | |
11/15/2024 | Stifel Financial Corp | 15,488 | $1.00M | 0.0% | +7.7% | 0.330% | |
11/15/2024 | IHT Wealth Management LLC | 27,277 | $1.77M | 0.0% | -25.3% | 0.580% | |
11/15/2024 | Integrated Wealth Concepts LLC | 67,031 | $4.35M | 0.1% | +1.3% | 1.426% | |
11/15/2024 | Beck Capital Management LLC | 34,089 | $2.21M | 0.6% | +2.1% | 0.725% | |
11/15/2024 | Benjamin Edwards Inc. | 59,596 | $3.87M | 0.1% | N/A | 1.268% | |
11/14/2024 | Flow Traders U.S. LLC | 15,128 | $981K | 0.0% | -61.7% | 0.322% | |
11/13/2024 | Transamerica Financial Advisors Inc. | 4,872 | $316K | 0.0% | -10.8% | 0.104% | |
11/13/2024 | Gentry Private Wealth LLC | 3,963 | $257K | 0.2% | N/A | 0.084% | |
11/12/2024 | StoneX Group Inc. | 141,786 | $9.19M | 0.8% | +12.7% | 3.017% | |
11/12/2024 | Great Valley Advisor Group Inc. | 160,414 | $10.40M | 0.3% | +1.5% | 3.413% | |
11/8/2024 | Moors & Cabot Inc. | 10,828 | $702K | 0.0% | +28.4% | 0.230% | |
11/6/2024 | Archer Investment Corp | 117,098 | $7.59M | 2.0% | +25.3% | 2.491% | |
11/6/2024 | Oppenheimer & Co. Inc. | 14,190 | $920K | 0.0% | N/A | 0.302% | |
11/4/2024 | Cottonwood Capital Advisors LLC | 16,523 | $1.07M | 0.8% | +14.8% | 0.352% | |
11/2/2024 | Mach 1 Financial Group LLC | 56,469 | $3.66M | 2.2% | +7.2% | 1.201% | |
11/1/2024 | Crumly & Associates Inc. | 148,788 | $9.65M | 2.7% | +6.9% | 3.166% | |
10/24/2024 | Marmo Financial Group LLC | 186,015 | $12.06M | 6.4% | +77.7% | 3.958% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 3,163 | $205K | 0.0% | N/A | 0.067% | |
10/23/2024 | Merkkuri Wealth Advisors LLC | 31,386 | $2.04M | 1.7% | +8.7% | 0.668% | |
10/23/2024 | Ergawealth Advisors Inc. | 9,437 | $612K | 0.3% | N/A | 0.201% | |
10/21/2024 | Trilogy Capital Inc. | 6,197 | $402K | 0.0% | +10.4% | 0.132% | |
10/19/2024 | CNB Bank | 650 | $42K | 0.0% | N/A | 0.014% | |
10/16/2024 | Cornerstone Wealth Management LLC | 5,048 | $327K | 0.0% | +5.7% | 0.110% | |
10/15/2024 | NBC Securities Inc. | 3,790 | $245K | 0.0% | +36.6% | 0.082% | |
10/9/2024 | Clarus Wealth Advisors | 6,097 | $378K | 0.2% | -6.4% | 0.133% | |
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 |
10/3/2024 | Private Client Services LLC | 17,152 | $1.11M | 0.6% | +14.1% | 0.381% | |
8/16/2024 | Regal Investment Advisors LLC | 114,346 | $6.89M | 0.4% | +4.1% | 2.755% | |
8/14/2024 | Beck Capital Management LLC | 33,395 | $2.01M | 0.6% | N/A | 0.805% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 39,875 | $2.40M | 0.0% | -0.4% | 0.961% | |
8/12/2024 | Purus Wealth Management LLC | 34,011 | $2.05M | 0.9% | +0.8% | 0.820% | |
8/9/2024 | Moors & Cabot Inc. | 8,430 | $508K | 0.0% | N/A | 0.203% | |
8/3/2024 | Crumly & Associates Inc. | 139,160 | $8.39M | 2.4% | -1.8% | 3.353% | |
8/2/2024 | Archer Investment Corp | 93,488 | $5.64M | 1.6% | +5.4% | 2.253% | |
7/31/2024 | Commonwealth Equity Services LLC | 17,543 | $1.06M | 0.0% | +27.1% | 0.423% | |
7/30/2024 | Pine Valley Investments Ltd Liability Co | 6,670 | $402K | 0.0% | N/A | 0.161% | |