| 7/10/2026 | Leverty Financial Group LLC | 1,624,806 | $42.54M | 8.3% | -3.7% | 0.764% | |
| 7/10/2026 | William Mack & Associates Inc. | 13,782 | $361K | 0.1% | +7.6% | 0.006% | |
| 7/10/2026 | Spinnaker Investment Group LLC | 1,160,847 | $30.39M | 4.9% | +19.9% | 0.546% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 10,661 | $279K | 0.0% | +6.6% | 0.005% | |
| 7/10/2026 | Warner Financial Inc. | 15,180 | $397K | 0.1% | +13.2% | 0.007% | |
| 7/8/2026 | NerdWallet Wealth Partners LLC | 658,570 | $17.24M | 5.9% | +31.0% | 0.310% | |
| 7/7/2026 | Bill Few Associates Inc. | 52,769 | $1.38M | 0.3% | +6.2% | 0.025% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 138,294 | $3.62M | 0.1% | +0.3% | 0.065% | |
| 7/6/2026 | Trilogy Capital Inc. | 10,410 | $273K | 0.0% | -17.8% | 0.005% | |
| 6/3/2026 | NewEdge Advisors LLC | 1,175,481 | $30.87M | 0.1% | +6.6% | 0.640% | |
They’re still buying the wrong AI stocks (Ad) Tesla and Alphabet just tumbled, and many investors concluded AI is over. It isn't - the easy AI trade may be.
History shows a similar pattern: Cisco collapsed in 2000, but the internet went on to reshape the world. The lesson applies now as markets question massive AI infrastructure spending.
The real opportunity may be Phase 2 AI stocks - companies using AI to dominate cybersecurity, logistics, pharma, and other essential industries. Click here to learn how to position for Phase 2 AI stocks |
| 5/27/2026 | Security Financial Services INC. | 16,651 | $437K | 0.1% | +21.3% | 0.009% | |
| 5/21/2026 | J. Derek Lewis & Associates Inc. | 458,658 | $12.04M | 2.7% | +19.8% | 0.250% | |
| 5/19/2026 | Western Wealth Management LLC | 135,369 | $3.56M | 0.1% | +11.5% | 0.074% | |
| 5/19/2026 | Bank of America Corp DE | 3,646,178 | $95.75M | 0.0% | +36.1% | 1.984% | |
| 5/18/2026 | Sunbelt Securities Inc. | 50,146 | $1.32M | 0.1% | +53.0% | 0.027% | |
| 5/18/2026 | Royal Bank of Canada | 1,908,053 | $50.11M | 0.0% | +11.8% | 1.038% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 266,799 | $7.01M | 0.3% | +391.1% | 0.145% | |
| 5/15/2026 | Quadcap Wealth Management LLC | 900,863 | $23.66M | 2.7% | +13.1% | 0.490% | |
| 5/14/2026 | Renaissance Technologies LLC | 21,800 | $572K | 0.0% | N/A | 0.012% | |
| 5/14/2026 | American Financial Advisors LLC | 691,505 | $18.16M | 2.4% | -2.7% | 0.376% | |
| 5/14/2026 | Sei Investments Co. | 2,501,744 | $65.70M | 0.1% | +33.6% | 1.361% | |
| 5/13/2026 | Cetera Investment Advisers | 3,932,344 | $103.26M | 0.1% | +17.7% | 2.139% | |
| 5/8/2026 | Summit Global Investments | 14,133 | $371K | 0.0% | +4.2% | 0.008% | |
| 5/7/2026 | Legacy Wealth Managment LLC ID | 1,419 | $37K | 0.0% | N/A | 0.001% | |
| 5/7/2026 | Carson Advisory Inc. | 18,608 | $489K | 0.3% | +59.7% | 0.010% | |
| 5/6/2026 | Advisortrust Partners LLC | 1,016 | $27K | 0.0% | N/A | 0.001% | |
| 5/6/2026 | Assetmark Inc. | 90,311 | $2.37M | 0.0% | +35.2% | 0.049% | |
| 5/6/2026 | Independent Financial Group LLC | 89,412 | $2.35M | 0.1% | N/A | 0.049% | |
| 5/6/2026 | Birchwood Financial Partners Inc. | 30,428 | $799K | 0.8% | +10.5% | 0.017% | |
| 5/5/2026 | D.A. Davidson & CO. | 833,751 | $21.89M | 0.1% | -0.6% | 0.454% | |
| 5/5/2026 | NerdWallet Wealth Partners LLC | 502,744 | $13.20M | 5.8% | +44.8% | 0.274% | |
| 5/5/2026 | Bank of New York Mellon Corp | 17,560 | $461K | 0.0% | N/A | 0.010% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 5,850 | $154K | 0.0% | -14.8% | 0.003% | |
| 5/4/2026 | NWF Advisory Services Inc. | 8,878 | $233K | 0.0% | N/A | 0.005% | |
| 5/4/2026 | Uptick Partners LLC | 275,570 | $7.24M | 1.4% | +28.6% | 0.150% | |
| 5/2/2026 | Diversify Wealth Management LLC | 65,937 | $1.73M | 0.0% | N/A | 0.036% | |
| 5/2/2026 | Valmark Advisers Inc. | 2,058,831 | $54.07M | 0.6% | +82.5% | 1.120% | |
| 5/1/2026 | Fifth Third Bancorp | 35,109 | $922K | 0.0% | +854.6% | 0.019% | |
| 5/1/2026 | Sovran Advisors LLC | 396,846 | $10.40M | 0.8% | +7.9% | 0.219% | |
| 5/1/2026 | EQ Wealth Advisors LLC | 123,931 | $3.25M | 1.9% | +407.1% | 0.068% | |
Trump’s emergency dollar reset (Ad) Bloomberg research shows the U.S. dollar's share of global reserves has fallen to the lowest level this century — and the consequences for your savings and investments could be severe.
President Trump has signed executive order 14241 to initiate the first full reset of the American dollar in 50 years. A new monetary anchor is being established — one that's not gold or crypto, but something far more unexpected that Vladimir Putin once called the key to world leadership. Read the full story on what this dollar reset means for your portfolio |
| 4/30/2026 | Mosaic Family Wealth Partners LLC | 261,568 | $6.87M | 0.7% | +37.4% | 0.144% | |
| 4/30/2026 | Kestra Advisory Services LLC | 477,772 | $12.55M | 0.0% | +51.2% | 0.263% | |
| 4/29/2026 | Richmond Investment Services LLC | 69,905 | $1.84M | 0.3% | +14.9% | 0.038% | |
| 4/29/2026 | K2 Financial Inc. | 9,439 | $250K | 0.2% | N/A | 0.005% | |
| 4/29/2026 | Advance Capital Management Inc. | 146,277 | $3.84M | 0.1% | -7.8% | 0.081% | |
| 4/28/2026 | Compton Financial Group LLC | 335,482 | $8.81M | 1.9% | +2,718.2% | 0.185% | |
| 4/28/2026 | Stephens Inc. AR | 733,059 | $19.25M | 0.2% | +5.9% | 0.404% | |
| 4/28/2026 | Berger Financial Group Inc | 100,430 | $2.64M | 0.1% | +3.0% | 0.055% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 24,955 | $655K | 0.0% | +30.0% | 0.014% | |
| 4/28/2026 | Hunter Associates Investment Management LLC | 14,580 | $384K | 0.1% | +59.7% | 0.008% | |
| 4/28/2026 | CWS Financial Advisors LLC | 70,914 | $1.86M | 0.5% | +2.9% | 0.039% | |
| 4/27/2026 | BIP Wealth LLC | 643,490 | $16.90M | 0.7% | +26.5% | 0.355% | |
| 4/27/2026 | World Investment Advisors | 99,393 | $2.61M | 0.0% | +20.4% | 0.055% | |
| 4/27/2026 | Private Advisor Group LLC | 597,594 | $15.69M | 0.1% | +7.1% | 0.329% | |
| 4/25/2026 | Royal Harbor Partners LLC | 660,777 | $17.35M | 5.9% | N/A | 0.367% | |
| 4/25/2026 | KPP Advisory Services LLC | 89,277 | $2.34M | 0.3% | +3.1% | 0.050% | |
| 4/24/2026 | Merited Wealth LLC | 99,030 | $2.60M | 2.2% | -1.7% | 0.055% | |
| 4/24/2026 | True Blue Financial LLC | 98,401 | $2.58M | 2.0% | +19.6% | 0.055% | |
| 4/24/2026 | Harbor Investment Advisory LLC | 26,233 | $689K | 0.1% | +28.6% | 0.015% | |
| 4/23/2026 | Continuum Advisory LLC | 1,108,814 | $29.12M | 2.8% | +8.0% | 0.616% | |
| 4/23/2026 | Apollon Wealth Management LLC | 215,320 | $5.65M | 0.1% | +45.3% | 0.120% | |
| 4/23/2026 | Vicus Capital | 13,083 | $344K | 0.0% | +66.3% | 0.007% | |
| 4/22/2026 | Hartmann Taylor Wealth Management LLC | 15,404 | $405K | 0.3% | +35.1% | 0.009% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 283,729 | $7.45M | 0.0% | +82.0% | 0.159% | |
| 4/21/2026 | AA Financial Advisors LLC | 52,424 | $1.38M | 0.2% | -7.8% | 0.029% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 8,568 | $225K | 0.0% | N/A | 0.005% | |
| 4/21/2026 | Fiduciary Alliance LLC | 136,146 | $3.60M | 0.2% | +4.9% | 0.076% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 59,209 | $1.56M | 0.0% | +27.7% | 0.033% | |
| 4/20/2026 | Heritage Wealth Management Inc. | 89,185 | $2.34M | 1.2% | +24.4% | 0.050% | |
| 4/20/2026 | RFG Advisory LLC | 287,416 | $7.55M | 0.1% | +4.0% | 0.161% | |
| 4/18/2026 | Richards Merrill & Peterson Inc. | 90,763 | $2.38M | 0.9% | +5.7% | 0.051% | |
| 4/17/2026 | Aspire Growth Partners LLC | 13,873 | $364K | 0.2% | N/A | 0.008% | |
| 4/17/2026 | AdvisorNet Financial Inc | 678,524 | $17.82M | 0.9% | +968.9% | 0.380% | |
| 4/17/2026 | Clear Trail Advisors LLC | 562,285 | $14.77M | 2.5% | N/A | 0.315% | |
| 4/17/2026 | Greenbush Financial Group LLC | 530,742 | $13.94M | 4.6% | +20.4% | 0.297% | |
| 4/17/2026 | Johnson Bixby & Associates LLC | 2,184,031 | $57.35M | 7.1% | +6.8% | 1.224% | |
| 4/17/2026 | Brookstone Capital Management | 11,043 | $290K | 0.0% | +15.3% | 0.006% | |
| 4/16/2026 | Freedom Financial Partners LLC | 266,344 | $6.99M | 2.5% | +5.5% | 0.150% | |
| 3/23/2026 | J. Derek Lewis & Associates Inc. | 382,991 | $10.16M | 2.4% | N/A | 0.255% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 208,343 | $5.53M | 0.0% | +31.2% | 0.139% | |
| 3/13/2026 | World Investment Advisors | 82,539 | $2.19M | 0.0% | +148.5% | 0.055% | |
| 3/5/2026 | Gunpowder Capital Management LLC dba Oliver Wealth Management | 1,636 | $43K | 0.0% | N/A | 0.001% | |
| 3/2/2026 | Clearwave Capital LLC | 22,643 | $600K | 0.4% | N/A | 0.015% | |
| 2/20/2026 | Sunbelt Securities Inc. | 32,781 | $869K | 0.1% | +309.8% | 0.022% | |
| 2/19/2026 | Birchwood Financial Partners Inc. | 27,527 | $730K | 0.7% | N/A | 0.018% | |
| 2/18/2026 | Summit Global Investments | 13,568 | $360K | 0.0% | +8.6% | 0.009% | |
| 2/18/2026 | NewEdge Advisors LLC | 1,102,266 | $29.23M | 0.1% | +28.1% | 0.733% | |
| 2/18/2026 | VestGen Advisors LLC | 53,036 | $1.41M | 0.1% | -72.0% | 0.035% | |
| 2/18/2026 | OLD Mission Capital LLC | 11,578 | $307K | 0.0% | -58.8% | 0.008% | |
| 2/18/2026 | IHT Wealth Management LLC | 12,891 | $342K | 0.0% | +46.5% | 0.009% | |
Oxford Club Analyst’s Urgent AI Warning (Ad) Alexander Green, Chief Investment Strategist at The Oxford Club, is sharing a private presentation with a warning for AI investors - and a specific prediction about what the number-one investment of the next decade will be.
Green started his career on Wall Street four decades ago and retired in his 40s. He believes a major shift in the AI trade is coming - and that most investors won't hear about it until it's too late. Watch Green's private presentation and see his full AI prediction |
| 2/17/2026 | Cetera Investment Advisers | 3,341,147 | $88.61M | 0.1% | +17.3% | 2.222% | |
| 2/17/2026 | Equitable Holdings Inc. | 143,328 | $3.80M | 0.0% | +6.8% | 0.095% | |
| 2/17/2026 | Kovack Advisors Inc. | 25,843 | $685K | 0.0% | +218.1% | 0.017% | |
| 2/17/2026 | Capital Planning Advisors LLC | 64,296 | $1.71M | 0.2% | N/A | 0.043% | |
| 2/17/2026 | Osaic Holdings Inc. | 2,129,348 | $56.48M | 0.1% | +12.8% | 1.416% | |
| 2/17/2026 | Private Advisor Group LLC | 557,996 | $14.80M | 0.1% | +47.6% | 0.371% | |
| 2/17/2026 | Captrust Financial Advisors | 748,872 | $19.86M | 0.0% | +6.4% | 0.498% | |
| 2/17/2026 | &PARTNERS | 631,505 | $16.75M | 0.1% | +70.9% | 0.420% | |
| 2/17/2026 | Royal Bank of Canada | 1,707,253 | $45.28M | 0.0% | +9.3% | 1.135% | |
| 2/16/2026 | Venture Visionary Partners LLC | 77,989 | $2.07M | 0.1% | +203.5% | 0.052% | |