| 9/23/2026 | Envestnet Asset Management Inc. | 4,620 | $231K | 0.0% | N/A | 0.105% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 1,904 | $90K | 0.0% | N/A | 0.042% | |
| 9/2/2026 | Citadel Advisors LLC | 9,590 | $451K | 0.0% | N/A | 0.213% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 60,921 | $3.04M | 0.1% | -5.2% | 1.269% | |
| 7/9/2026 | Worth Asset Management LLC | 5,778 | $289K | 0.1% | N/A | 0.120% | |
| 7/7/2026 | Avior Wealth Management LLC | 6,274 | $314K | 0.0% | N/A | 0.130% | |
| 5/19/2026 | Bank of America Corp DE | 784,338 | $29.23M | 0.0% | +8.8% | 15.974% | |
| 5/18/2026 | Royal Bank of Canada | 16,378 | $610K | 0.0% | +17.8% | 0.334% | |
| 5/14/2026 | Modern Wealth Management LLC | 553,128 | $20.81M | 0.4% | -23.6% | 11.265% | |
| 5/14/2026 | MWA Asset Management | 1,208 | $45K | 0.0% | N/A | 0.025% | |
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| 5/13/2026 | Cetera Investment Advisers | 12,430 | $463K | 0.0% | +4.1% | 0.253% | |
| 5/13/2026 | Clearwater Capital Advisors LLC | 103,284 | $3.85M | 0.3% | -5.3% | 2.104% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 245,014 | $9.13M | 0.0% | -32.5% | 4.990% | |
| 5/8/2026 | MWA Asset Management | 1,208 | $45K | 0.0% | N/A | 0.025% | |
| 4/27/2026 | HB Wealth Management LLC | 5,566 | $207K | 0.0% | N/A | 0.112% | |
| 4/27/2026 | Moran Wealth Management LLC | 48,603 | $1.81M | 0.1% | +5.7% | 0.976% | |
| 4/23/2026 | Apollon Wealth Management LLC | 15,160 | $565K | 0.0% | -3.0% | 0.304% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 1,997 | $74K | 0.0% | +27.9% | 0.038% | |
| 2/27/2026 | OakTrust Wealth Advisors LLC | 6,258 | $231K | 0.2% | N/A | 0.119% | |
| 2/18/2026 | Hyposwiss Advisors SA | 2,380 | $88K | 0.1% | N/A | 0.045% | |
| 2/17/2026 | Cetera Investment Advisers | 11,945 | $441K | 0.0% | +7.0% | 0.226% | |
| 2/17/2026 | Royal Bank of Canada | 13,906 | $514K | 0.0% | -5.7% | 0.263% | |
| 2/16/2026 | Mariner LLC | 12,276 | $454K | 0.0% | -25.1% | 0.233% | |
| 2/13/2026 | Wells Fargo & Company MN | 25,058 | $926K | 0.0% | -3.7% | 0.475% | |
| 2/12/2026 | Jane Street Group LLC | 5,783 | $214K | 0.0% | -70.1% | 0.110% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 17,676 | $653K | 0.0% | -2.4% | 0.335% | |
| 2/12/2026 | Brown Brothers Harriman & Co. | 854 | $32K | 0.0% | N/A | 0.016% | |
| 2/12/2026 | Principal Securities Inc. | 16,940 | $626K | 0.0% | -53.8% | 0.321% | |
| 2/11/2026 | LPL Financial LLC | 128,904 | $4.76M | 0.0% | -5.0% | 2.441% | |
| 2/11/2026 | Parallel Advisors LLC | 781 | $29K | 0.0% | N/A | 0.015% | |
| 2/9/2026 | Family Office Research LLC | 27,113 | $1.01M | 0.4% | -15.0% | 0.514% | |
| 2/9/2026 | Clearwater Capital Advisors LLC | 109,115 | $4.03M | 0.3% | -11.5% | 2.067% | |
| 2/6/2026 | Northbridge Financial Group LLC | 6,475 | $239K | 0.1% | N/A | 0.123% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 362,880 | $13.41M | 0.0% | -7.5% | 6.873% | |
| 2/3/2026 | International Assets Investment Management LLC | 1,300 | $48K | 0.0% | N/A | 0.025% | |
| 1/27/2026 | Zurcher Kantonalbank Zurich Cantonalbank | 26,070 | $973K | 0.0% | +1.7% | 0.494% | |
| 1/26/2026 | Moran Wealth Management LLC | 46,000 | $1.70M | 0.1% | +57.8% | 0.871% | |
| 1/26/2026 | Mirae Asset Global Investments Co. Ltd. | 72,000 | $2.66M | 0.0% | +61.8% | 1.364% | |
| 1/26/2026 | CWM LLC | 4,518 | $167K | 0.0% | -8.1% | 0.086% | |
| 1/22/2026 | Apollon Wealth Management LLC | 15,630 | $578K | 0.0% | -2.3% | 0.293% | |
China ATTACK on American Dollar set for 11/12/2026 (Ad) A former Wall Street Journal personal finance expert warns China may be setting the stage for a major move against the US dollar, with a possible flashpoint on November 12, 2026.
He lays out five steps he believes every American should consider taking before that date arrives. Watch the video now to see the five steps to take |
| 1/14/2026 | Wealthcare Advisory Partners LLC | 63,998 | $2.37M | 0.0% | -0.4% | 1.201% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 5,892 | $228K | 0.0% | -5.2% | 0.111% | |
| 11/17/2025 | Susquehanna International Group LLP | 29,065 | $1.13M | 0.0% | +12.0% | 0.529% | |
| 11/17/2025 | Mariner LLC | 16,383 | $639K | 0.0% | -2.6% | 0.298% | |
| 11/17/2025 | Lido Advisors LLC | 46,641 | $1.82M | 0.0% | -6.4% | 0.850% | |
| 11/17/2025 | Flow Traders U.S. LLC | 63,213 | $2.47M | 0.1% | +34.3% | 1.151% | |
| 11/17/2025 | Focus Partners Wealth | 15,418 | $601K | 0.0% | +32.6% | 0.281% | |
| 11/17/2025 | Citadel Advisors LLC | 7,556 | $295K | 0.0% | N/A | 0.138% | |
| 11/17/2025 | Bank of America Corp DE | 662,525 | $25.85M | 0.0% | +1.4% | 12.068% | |
| 11/14/2025 | Raymond James Financial Inc. | 39,430 | $1.54M | 0.0% | +24.5% | 0.718% | |
| 11/13/2025 | Sei Investments Co. | 10,522 | $410K | 0.0% | +63.4% | 0.192% | |
| 11/13/2025 | UBS Group AG | 51,483 | $2.01M | 0.0% | -19.3% | 0.938% | |
| 11/13/2025 | Ameriflex Group Inc. | 1,228 | $48K | 0.0% | +100.0% | 0.022% | |
| 11/13/2025 | Modern Wealth Management LLC | 692,320 | $27.01M | 0.5% | +1.0% | 12.611% | |
| 11/7/2025 | PNC Financial Services Group Inc. | 392,138 | $15.30M | 0.0% | -3.1% | 7.143% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 12,568 | $490K | 0.0% | +7.1% | 0.229% | |
| 11/4/2025 | Family Office Research LLC | 31,906 | $1.25M | 0.5% | -2.5% | 0.581% | |
| 11/3/2025 | Mirae Asset Global Investments Co. Ltd. | 44,500 | $1.74M | 0.0% | -7.3% | 0.811% | |
| 10/23/2025 | HB Wealth Management LLC | 5,216 | $203K | 0.0% | N/A | 0.095% | |
| 10/23/2025 | Moran Wealth Management LLC | 29,150 | $1.14M | 0.0% | +82.8% | 0.531% | |
| 10/17/2025 | Apollon Wealth Management LLC | 15,995 | $624K | 0.0% | -1.8% | 0.291% | |
| 10/17/2025 | Apollon Financial LLC | 11,670 | $455K | 0.1% | -13.9% | 0.213% | |
| 10/8/2025 | Armstrong Advisory Group Inc. | 4,983 | $194K | 0.0% | -19.4% | 0.091% | |
| 9/4/2025 | Osaic Holdings Inc. | 22,522 | $851K | 0.0% | +154.4% | 0.388% | |
| 8/15/2025 | Modern Wealth Management LLC | 685,653 | $25.89M | 0.7% | +7.3% | 11.822% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 5,595 | $211K | 0.0% | N/A | 0.096% | |
| 8/15/2025 | Bank of America Corp DE | 653,440 | $24.67M | 0.0% | -6.1% | 11.266% | |
| 8/15/2025 | Ameriprise Financial Inc. | 12,373 | $467K | 0.0% | +10.2% | 0.213% | |
| 8/14/2025 | Jane Street Group LLC | 51,723 | $1.95M | 0.0% | -35.3% | 0.892% | |
| 8/14/2025 | Raymond James Financial Inc. | 31,666 | $1.20M | 0.0% | +7.3% | 0.546% | |
| 8/14/2025 | Sei Investments Co. | 6,439 | $243K | 0.0% | N/A | 0.111% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 1,331 | $50K | 0.0% | +575.6% | 0.023% | |
| 8/13/2025 | Flow Traders U.S. LLC | 47,054 | $1.78M | 0.1% | N/A | 0.811% | |
| 8/13/2025 | Lido Advisors LLC | 49,821 | $1.88M | 0.0% | -28.6% | 0.859% | |
| 8/8/2025 | Cetera Investment Advisers | 11,099 | $419K | 0.0% | -5.9% | 0.191% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 404,749 | $15.28M | 0.0% | -13.1% | 6.978% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 11,730 | $443K | 0.0% | -8.6% | 0.199% | |
| 7/28/2025 | Moran Wealth Management LLC | 15,945 | $602K | 0.0% | +90.9% | 0.271% | |
| 7/25/2025 | Apollon Financial LLC | 13,554 | $512K | 0.1% | -2.2% | 0.231% | |
| 7/25/2025 | Apollon Wealth Management LLC | 16,294 | $615K | 0.0% | -1.7% | 0.277% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 64,266 | $2.43M | 0.1% | +3.2% | 1.093% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 48,000 | $1.81M | 0.0% | -14.3% | 0.814% | |
| 7/14/2025 | Armstrong Advisory Group Inc. | 6,184 | $234K | 0.0% | -8.1% | 0.104% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 6,216 | $239K | 0.0% | N/A | 0.105% | |
| 7/9/2025 | Fiduciary Alliance LLC | 6,862 | $259K | 0.0% | +9.6% | 0.116% | |
| 6/2/2025 | Modern Wealth Management LLC | 638,708 | $21.04M | 0.7% | +4.4% | 10.419% | |
| 5/19/2025 | Jane Street Group LLC | 80,000 | $2.64M | 0.0% | +213.5% | 1.274% | |
| 5/15/2025 | Family Office Research LLC | 38,858 | $1.28M | 0.6% | -8.0% | 0.619% | |
| 5/15/2025 | Royal Bank of Canada | 25,396 | $837K | 0.0% | +1.6% | 0.404% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 465,994 | $15.35M | 0.0% | -0.8% | 7.420% | |
Wall Street Legend: “Global Market Freeze Coming” (Ad) Dr. Martin D. Weiss, who predicted the Dot-Com collapse and the failures of Fannie Mae, Bear Stearns, and Lehman Brothers, is warning of a developing financial crisis.
The New York Times has credited him as among the first to see the dangers ahead, and Forbes dubbed him Mr. Independence. He says this emerging situation could trigger a chain reaction across banks and markets.
Watch his free video breakdown and see the five steps he outlines for investors. Watch the free video and see his five steps now |
| 5/8/2025 | Clearwater Capital Advisors LLC | 362,618 | $11.95M | 1.2% | +2.4% | 5.774% | |
| 5/7/2025 | LPL Financial LLC | 122,597 | $4.04M | 0.0% | -22.4% | 1.952% | |
| 5/7/2025 | Zurcher Kantonalbank Zurich Cantonalbank | 24,080 | $797K | 0.0% | -3.1% | 0.383% | |
| 5/2/2025 | Apollon Financial LLC | 13,858 | $456K | 0.1% | -6.3% | 0.219% | |
| 5/2/2025 | Apollon Wealth Management LLC | 16,571 | $546K | 0.0% | -5.0% | 0.262% | |
| 4/30/2025 | Principal Securities Inc. | 157,134 | $5.48M | 0.1% | +1.3% | 2.482% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 12,834 | $423K | 0.0% | -17.8% | 0.203% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 56,000 | $1.84M | 0.0% | -27.3% | 0.885% | |
| 4/23/2025 | Moran Wealth Management LLC | 8,351 | $275K | 0.0% | N/A | 0.132% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 20,148 | $664K | 0.0% | -20.1% | 0.318% | |