8/27/2025 | Orion Porfolio Solutions LLC | 110,281 | $3.53M | 0.0% | -4.5% | 0.053% | |
8/25/2025 | Silverlake Wealth Management LLC | 69,164 | $2.21M | 0.6% | +0.8% | 0.033% | |
8/18/2025 | Geneos Wealth Management Inc. | 82,947 | $2.65M | 0.1% | +423.2% | 0.040% | |
8/18/2025 | Kestra Investment Management LLC | 254,661 | $8.14M | 0.2% | +28.5% | 0.123% | |
8/15/2025 | 44 Wealth Management LLC | 42,253 | $1.35M | 0.5% | +9.1% | 0.020% | |
8/15/2025 | Corient Private Wealth LLC | 707,316 | $22.61M | 0.0% | -2.3% | 0.343% | |
8/15/2025 | Equitable Holdings Inc. | 161,918 | $5.18M | 0.0% | +419.7% | 0.078% | |
8/15/2025 | Captrust Financial Advisors | 915,875 | $29.28M | 0.1% | +15.2% | 0.444% | |
8/15/2025 | Lantern Wealth Advisors LLC | 6,906 | $221K | 0.1% | N/A | 0.003% | |
8/15/2025 | Smartleaf Asset Management LLC | 161,598 | $5.20M | 0.5% | +15.9% | 0.078% | |
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8/15/2025 | Ruggaard & Associates LLC | 264,331 | $8.45M | 3.4% | +712.6% | 0.128% | |
8/15/2025 | Orion Porfolio Solutions LLC | 110,281 | $3.53M | 0.0% | -4.5% | 0.053% | |
8/15/2025 | MML Investors Services LLC | 2,753,304 | $88.02M | 0.3% | +7.7% | 1.333% | |
8/15/2025 | Modern Wealth Management LLC | 51,262 | $1.64M | 0.0% | +2.9% | 0.025% | |
8/15/2025 | IHT Wealth Management LLC | 7,100 | $227K | 0.0% | N/A | 0.003% | |
8/15/2025 | Benjamin Edwards Inc. | 542,214 | $17.34M | 0.2% | +12.0% | 0.263% | |
8/15/2025 | Bank of America Corp DE | 2,285,289 | $73.06M | 0.0% | +19.7% | 1.107% | |
8/15/2025 | Ameriprise Financial Inc. | 8,747 | $280K | 0.0% | N/A | 0.004% | |
8/14/2025 | CLG LLC | 149,568 | $4.78M | 1.5% | +96.8% | 0.072% | |
8/14/2025 | Jane Street Group LLC | 138,847 | $4.44M | 0.0% | -28.8% | 0.067% | |
8/14/2025 | Raymond James Financial Inc. | 12,059,891 | $385.56M | 0.1% | +0.6% | 5.840% | |
8/14/2025 | Main Street Financial Solutions LLC | 280,030 | $8.95M | 0.6% | +4.9% | 0.136% | |
8/14/2025 | Sei Investments Co. | 1,023,234 | $32.71M | 0.0% | +29.3% | 0.496% | |
8/14/2025 | NewEdge Advisors LLC | 1,366,646 | $43.69M | 0.2% | +49.8% | 0.662% | |
8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 232,156 | $7.42M | 0.3% | -1.0% | 0.112% | |
8/14/2025 | Vertex Planning Partners LLC | 6,443 | $206K | 0.0% | N/A | 0.003% | |
8/14/2025 | Cary Street Partners Financial LLC | 244,803 | $7.83M | 0.2% | -19.1% | 0.119% | |
8/14/2025 | Cerity Partners LLC | 31,002 | $992K | 0.0% | +3.3% | 0.015% | |
8/13/2025 | Flow Traders U.S. LLC | 203,798 | $6.52M | 0.2% | +13.0% | 0.099% | |
8/13/2025 | Strategic Family Wealth Counselors L.L.C. | 43,945 | $1.41M | 0.4% | +1.3% | 0.021% | |
8/13/2025 | Gateway Wealth Partners LLC | 18,880 | $604K | 0.1% | +12.4% | 0.009% | |
8/13/2025 | M Holdings Securities Inc. | 11,472 | $368K | 0.1% | N/A | 0.006% | |
8/13/2025 | Marshall Wace LLP | 56,364 | $1.80M | 0.0% | N/A | 0.027% | |
8/13/2025 | Baird Financial Group Inc. | 1,395,393 | $44.61M | 0.1% | +2.8% | 0.676% | |
8/13/2025 | RPg Family Wealth Advisory LLC | 154,551 | $4.94M | 1.3% | -1.8% | 0.075% | |
8/13/2025 | Beacon Pointe Advisors LLC | 168,374 | $5.38M | 0.1% | N/A | 0.082% | |
8/13/2025 | Smith Moore & CO. | 162,617 | $5.20M | 0.4% | -0.2% | 0.079% | |
8/13/2025 | VestGen Advisors LLC | 222,791 | $7.12M | 0.3% | +5.8% | 0.108% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 10,760,763 | $344.02M | 0.3% | +0.1% | 5.211% | |
8/13/2025 | Choreo LLC | 18,061 | $583K | 0.0% | -10.7% | 0.009% | |
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8/13/2025 | Russell Investments Group Ltd. | 817 | $26K | 0.0% | -51.0% | 0.000% | |
8/12/2025 | J.W. Cole Advisors Inc. | 82,374 | $2.63M | 0.1% | +10.6% | 0.040% | |
8/12/2025 | Financial Advocates Investment Management | 43,471 | $1.39M | 0.1% | -1.9% | 0.021% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 297,309 | $9.51M | 0.1% | +12.0% | 0.144% | |
8/12/2025 | CreativeOne Wealth LLC | 17,603 | $563K | 0.0% | N/A | 0.009% | |
8/12/2025 | Summit Global Investments | 7,914 | $253K | 0.0% | N/A | 0.004% | |
8/12/2025 | Global Retirement Partners LLC | 7,623 | $244K | 0.0% | N/A | 0.004% | |
8/12/2025 | Waterloo Capital L.P. | 13,112 | $419K | 0.0% | -2.9% | 0.006% | |
8/12/2025 | Entruity Wealth LLC | 139,552 | $4.46M | 3.8% | +6.0% | 0.068% | |
8/12/2025 | AlphaCore Capital LLC | 120,222 | $3.88M | 0.1% | -0.7% | 0.058% | |
8/12/2025 | Reliant Wealth Planning | 672,450 | $21.50M | 8.4% | +5.5% | 0.326% | |
8/12/2025 | MAI Capital Management | 222,513 | $7.11M | 0.0% | +2.4% | 0.108% | |
8/12/2025 | JPMorgan Chase & Co. | 211,635 | $6.77M | 0.0% | +1,057.5% | 0.102% | |
8/12/2025 | Lodestone Wealth Management LLC | 22,732 | $727K | 0.4% | +11.5% | 0.011% | |
8/11/2025 | Perennial Investment Advisors LLC | 110,014 | $3.52M | 0.3% | +59.6% | 0.055% | |
8/11/2025 | Greykasell Wealth Strategies Inc. | 102,186 | $3.27M | 1.6% | +19.4% | 0.051% | |
8/11/2025 | Rothschild Investment LLC | 151,548 | $4.85M | 0.3% | +108.4% | 0.075% | |
8/8/2025 | Rockefeller Capital Management L.P. | 22,470 | $718K | 0.0% | +16.7% | 0.011% | |
8/8/2025 | Kingsview Wealth Management LLC | 23,057 | $737K | 0.0% | +18.5% | 0.011% | |
8/8/2025 | Avantax Advisory Services Inc. | 382,478 | $12.23M | 0.1% | +70.9% | 0.190% | |
8/8/2025 | Thoroughbred Financial Services LLC | 50,284 | $1.61M | 0.1% | -16.9% | 0.025% | |
8/8/2025 | Cetera Investment Advisers | 5,855,934 | $187.21M | 0.3% | +81.9% | 2.915% | |
8/8/2025 | Creative Planning | 38,732 | $1.24M | 0.0% | +2.0% | 0.019% | |
8/8/2025 | Security Financial Services INC. | 9,748 | $312K | 0.1% | N/A | 0.005% | |
8/8/2025 | Sittner & Nelson LLC | 29,625 | $947K | 0.4% | +5.7% | 0.015% | |
8/8/2025 | Royal Harbor Partners LLC | 282,410 | $9.03M | 3.3% | -45.4% | 0.141% | |
8/7/2025 | Clarity Wealth Advisors LLC | 285,432 | $9.13M | 2.3% | +2.7% | 0.142% | |
8/7/2025 | Cvfg LLC | 92,918 | $2.97M | 2.4% | +9.9% | 0.046% | |
8/7/2025 | Vise Technologies Inc. | 46,121 | $1.47M | 0.1% | N/A | 0.023% | |
8/7/2025 | Allworth Financial LP | 1,373 | $44K | 0.0% | -36.8% | 0.001% | |
8/7/2025 | PFG Advisors | 76,413 | $2.44M | 0.1% | -11.7% | 0.038% | |
8/6/2025 | Prospera Financial Services Inc | 615,571 | $19.69M | 0.4% | +5.2% | 0.306% | |
8/6/2025 | Vestmark Advisory Solutions Inc. | 264,126 | $8.44M | 0.1% | +107.5% | 0.131% | |
8/6/2025 | Walkner Condon Financial Advisors LLC | 18,880 | $604K | 0.1% | -30.0% | 0.009% | |
8/6/2025 | Souders Financial Advisors | 330,947 | $10.58M | 1.3% | +6.0% | 0.165% | |
8/6/2025 | Mascagni Wealth Management Inc. | 36,646 | $1.17M | 1.0% | -4.4% | 0.018% | |
8/6/2025 | Commonwealth Equity Services LLC | 5,013,064 | $160.27M | 0.2% | +3.3% | 2.495% | |
8/6/2025 | Convergence Financial LLC | 29,169 | $933K | 0.2% | -3.6% | 0.015% | |
8/6/2025 | First Horizon Advisors Inc. | 1,029 | $33K | 0.0% | -36.5% | 0.001% | |
8/6/2025 | ORBA Wealth Advisors L.L.C. | 104,026 | $3.33M | 3.0% | -39.8% | 0.052% | |
8/6/2025 | Moors & Cabot Inc. | 22,947 | $734K | 0.0% | +4.9% | 0.011% | |
8/5/2025 | Sigma Planning Corp | 11,341 | $363K | 0.0% | -6.5% | 0.006% | |
8/4/2025 | Balentine LLC | 185,607 | $5.93M | 0.2% | +16.0% | 0.092% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 2,638 | $84K | 0.0% | +85.6% | 0.001% | |
8/4/2025 | IFG Advisory LLC | 21,002 | $671K | 0.0% | +11.7% | 0.010% | |
8/4/2025 | Assetmark Inc. | 272,105 | $8.70M | 0.0% | +13.8% | 0.135% | |
8/4/2025 | Arkadios Wealth Advisors | 35,746 | $1.14M | 0.0% | +8.1% | 0.018% | |
8/4/2025 | World Investment Advisors | 21,954 | $702K | 0.0% | +4.3% | 0.011% | |
8/4/2025 | Daymark Wealth Partners LLC | 9,905 | $317K | 0.0% | N/A | 0.005% | |
8/4/2025 | Northwest Financial Advisors | 60,277 | $1.93M | 2.7% | +19.0% | 0.030% | |
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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. |
8/4/2025 | WNY Asset Management LLC | 636,693 | $20.36M | 2.2% | -4.1% | 0.317% | |
8/1/2025 | GWN Securities Inc. | 6,329 | $202K | 0.0% | -68.1% | 0.003% | |
8/1/2025 | SYM FINANCIAL Corp | 14,002 | $448K | 0.1% | +72.8% | 0.007% | |
8/1/2025 | Signature Wealth Management Group | 19,192 | $614K | 0.2% | +4.1% | 0.010% | |
8/1/2025 | Envestnet Asset Management Inc. | 7,140,661 | $228.29M | 0.1% | +25.1% | 3.554% | |
7/31/2025 | Brighton Jones LLC | 8,790 | $281K | 0.0% | +5.5% | 0.004% | |
7/31/2025 | West Michigan Advisors LLC | 230,900 | $7.38M | 2.1% | +2.8% | 0.115% | |
7/31/2025 | Moloney Securities Asset Management LLC | 35,866 | $1.15M | 0.1% | +21.6% | 0.018% | |
7/31/2025 | 180 Wealth Advisors LLC | 20,572 | $658K | 0.1% | -13.8% | 0.010% | |
7/31/2025 | FSM Wealth Advisors LLC | 160,785 | $5.13M | 0.8% | +3.0% | 0.080% | |