| 6/2/2025 | Modern Wealth Management LLC | 11,558 | $316K | 0.0% | +50.1% | 0.012% | |
| 5/27/2025 | Jacobi Capital Management LLC | 77,466 | $2.12M | 0.2% | +340.6% | 0.080% | |
| 5/21/2025 | Main Line Retirement Advisors LLC | 298,896 | $8.16M | 5.3% | +6.4% | 0.309% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 15,425 | $421K | 0.0% | +391.2% | 0.016% | |
| 5/21/2025 | Schmidt P J Investment Management Inc. | 29,298 | $800K | 0.1% | +6.9% | 0.030% | |
| 5/20/2025 | Focus Partners Wealth | 38,399 | $1.05M | 0.0% | N/A | 0.040% | |
| 5/20/2025 | Integrity Alliance LLC. | 83,961 | $2.29M | 0.1% | N/A | 0.087% | |
| 5/19/2025 | Jane Street Group LLC | 592,433 | $16.17M | 0.0% | +125.9% | 0.612% | |
| 5/16/2025 | Kestra Investment Management LLC | 48,886 | $1.34M | 0.0% | +110.7% | 0.051% | |
| 5/16/2025 | Jones Financial Companies Lllp | 417,160 | $10.77M | 0.0% | -2.6% | 0.431% | |
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| 5/16/2025 | NewEdge Advisors LLC | 80,481 | $2.20M | 0.0% | +27.4% | 0.083% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 187,630 | $5.12M | 0.1% | -14.3% | 0.202% | |
| 5/15/2025 | Royal Bank of Canada | 764,516 | $20.87M | 0.0% | +49.1% | 0.823% | |
| 5/15/2025 | Betterment LLC | 317,060 | $8.66M | 0.0% | +6.6% | 0.341% | |
| 5/15/2025 | Calton & Associates Inc. | 21,782 | $595K | 0.1% | N/A | 0.023% | |
| 5/15/2025 | Baird Financial Group Inc. | 678,875 | $18.53M | 0.0% | +30.9% | 0.730% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 3,127 | $85K | 0.1% | N/A | 0.003% | |
| 5/14/2025 | Jane Street Group LLC | 592,433 | $16.17M | 0.0% | +125.9% | 0.637% | |
| 5/14/2025 | Comerica Bank | 12,442 | $340K | 0.0% | +8.7% | 0.013% | |
| 5/14/2025 | Freedom Investment Management Inc. | 17,070 | $466K | 0.0% | +4.9% | 0.018% | |
| 5/14/2025 | Oliver Luxxe Assets LLC | 8,000 | $218K | 0.0% | N/A | 0.009% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 393,161 | $10.73M | 1.0% | +112.1% | 0.423% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 309,283 | $8.44M | 0.0% | +203.3% | 0.333% | |
| 5/14/2025 | Kestra Advisory Services LLC | 300,422 | $8.20M | 0.0% | +49.6% | 0.323% | |
| 5/14/2025 | Flow Traders U.S. LLC | 36,073 | $985K | 0.0% | +85.4% | 0.039% | |
| 5/14/2025 | Level Four Advisory Services LLC | 118,084 | $3.22M | 0.1% | +6.7% | 0.127% | |
| 5/14/2025 | Blue Investment Partners LLC | 147,009 | $4.01M | 1.5% | +53.9% | 0.158% | |
| 5/13/2025 | Raymond James Financial Inc. | 4,005,277 | $109.34M | 0.0% | +167.9% | 4.310% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 31,035 | $847K | 0.1% | +22.8% | 0.033% | |
| 5/13/2025 | Klingman & Associates LLC | 12,381 | $338K | 0.0% | N/A | 0.013% | |
| 5/13/2025 | MSH Capital Advisors LLC | 13,134 | $359K | 0.1% | +32.9% | 0.014% | |
| 5/13/2025 | HighTower Advisors LLC | 11,184 | $305K | 0.0% | +14.0% | 0.012% | |
| 5/12/2025 | Benjamin Edwards Inc. | 381,141 | $10.41M | 0.1% | +15.4% | 0.410% | |
| 5/12/2025 | AlphaCore Capital LLC | 40,471 | $1.11M | 0.1% | N/A | 0.044% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 534,954 | $14.67M | 0.2% | +3.2% | 0.576% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 47,935 | $1.31M | 0.1% | +167.8% | 0.052% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 6,472 | $177K | 0.1% | +139.1% | 0.007% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 2,120,720 | $57.90M | 0.1% | +23.7% | 2.282% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 976 | $27K | 0.0% | N/A | 0.001% | |
| 5/8/2025 | Endeavor Private Wealth Inc. | 43,121 | $1.18M | 0.6% | +24.6% | 0.046% | |
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| 5/8/2025 | IFG Advisory LLC | 8,255 | $225K | 0.0% | N/A | 0.009% | |
| 5/8/2025 | Strategic Family Wealth Counselors L.L.C. | 156,053 | $4.26M | 1.4% | -2.1% | 0.168% | |
| 5/8/2025 | US Bancorp DE | 5,229 | $143K | 0.0% | N/A | 0.006% | |
| 5/8/2025 | Harbour Investments Inc. | 260,296 | $7.11M | 0.2% | +13.3% | 0.280% | |
| 5/8/2025 | CAP Partners LLC | 21,607 | $590K | 0.4% | +9.7% | 0.023% | |
| 5/8/2025 | Cannon Wealth Management Services LLC | 36,352 | $981K | 0.9% | +9.8% | 0.039% | |
| 5/8/2025 | Entruity Wealth LLC | 165,707 | $4.52M | 4.3% | +7.8% | 0.178% | |
| 5/7/2025 | Richards Merrill & Peterson Inc. | 32,544 | $888K | 0.5% | +19.9% | 0.035% | |
| 5/7/2025 | LPL Financial LLC | 8,175,108 | $223.18M | 0.1% | +50.1% | 8.796% | |
| 5/7/2025 | Inspire Advisors LLC | 56,230 | $1.54M | 0.2% | +12.1% | 0.061% | |
| 5/7/2025 | BlueStem Wealth Partners LLC | 705,150 | $19.25M | 2.6% | N/A | 0.759% | |
| 5/7/2025 | Trilogy Capital Inc. | 56,972 | $1.56M | 0.1% | -45.9% | 0.061% | |
| 5/6/2025 | Assetmark Inc. | 4,952 | $135K | 0.0% | N/A | 0.005% | |
| 5/6/2025 | Cetera Investment Advisers | 2,261,512 | $61.74M | 0.1% | +25.5% | 2.433% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 55,878 | $1.53M | 0.0% | +7.8% | 0.060% | |
| 5/6/2025 | Tempus Wealth Planning LLC | 24,416 | $667K | 0.2% | +28.2% | 0.026% | |
| 5/6/2025 | Brookwood Investment Group LLC | 13,925 | $380K | 0.1% | N/A | 0.015% | |
| 5/6/2025 | Atria Investments Inc | 466,641 | $12.74M | 0.2% | +7.4% | 0.502% | |
| 5/6/2025 | Wedbush Securities Inc. | 28,919 | $789K | 0.0% | -6.1% | 0.031% | |
| 5/6/2025 | DeDora Capital Inc. | 456,359 | $12.46M | 3.6% | +3.2% | 0.491% | |
| 5/6/2025 | PFG Advisors | 29,909 | $817K | 0.0% | +25.9% | 0.032% | |
| 5/6/2025 | Winch Advisory Services LLC | 732,894 | $20.01M | 5.3% | +1.9% | 0.789% | |
| 5/5/2025 | Carmel Capital Partners LLC | 198,166 | $5.41M | 2.1% | N/A | 0.213% | |
| 5/5/2025 | Souders Financial Advisors | 311,399 | $8.50M | 1.2% | +11.5% | 0.335% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 33,459 | $913K | 0.0% | N/A | 0.036% | |
| 5/5/2025 | OneAscent Financial Services LLC | 134,837 | $3.68M | 0.2% | +262.9% | 0.145% | |
| 5/5/2025 | Calton & Associates Inc. | 1,164 | $32K | 0.0% | N/A | 0.001% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 21,631 | $591K | 0.0% | +27.2% | 0.023% | |
| 5/5/2025 | Private Advisor Group LLC | 519,202 | $14.17M | 0.1% | +32.6% | 0.559% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 209,923 | $5.73M | 0.1% | +35.8% | 0.226% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 94,607 | $2.58M | 0.0% | +17.2% | 0.102% | |
| 5/2/2025 | Apollon Wealth Management LLC | 59,274 | $1.62M | 0.0% | -5.4% | 0.064% | |
| 5/2/2025 | Sigma Planning Corp | 19,373 | $529K | 0.0% | +23.1% | 0.021% | |
| 5/2/2025 | Transcendent Capital Group LLC | 67,591 | $1.85M | 1.0% | +14.0% | 0.073% | |
| 5/1/2025 | CWM LLC | 171,490 | $4.68M | 0.0% | +323.0% | 0.185% | |
| 5/1/2025 | Stephens Inc. AR | 592,511 | $16.18M | 0.2% | -2.2% | 0.638% | |
| 5/1/2025 | Fulcrum Equity Management | 11,877 | $324K | 0.4% | -13.5% | 0.013% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 14,745 | $403K | 0.1% | +98.8% | 0.016% | |
| 5/1/2025 | WESPAC Advisors LLC | 27,909 | $762K | 0.6% | +28.8% | 0.030% | |
| 4/30/2025 | Seamount Financial Group Inc. | 56,106 | $1.53M | 1.0% | +25.2% | 0.060% | |
| 4/30/2025 | Burford Brothers Inc. | 35,116 | $959K | 0.5% | +13.0% | 0.038% | |
| 4/30/2025 | Sharkey Howes & Javer | 81,090 | $2.21M | 0.3% | -7.5% | 0.087% | |
| 4/30/2025 | Aurdan Capital Management LLC | 16,775 | $458K | 0.2% | +13.3% | 0.018% | |
| 4/30/2025 | Forthright Family Wealth Advisory LLC | 115,869 | $3.16M | 2.1% | +1.1% | 0.125% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 29,902 | $816K | 0.1% | +116.4% | 0.032% | |
| 4/30/2025 | Peterson Wealth Advisors LLC | 25,987 | $691K | 0.1% | -70.7% | 0.028% | |
| 4/30/2025 | Synergy Investment Management LLC | 95,874 | $2.62M | 1.1% | +83.7% | 0.103% | |
| 4/30/2025 | Fullcircle Wealth LLC | 125,958 | $3.43M | 1.4% | +24.7% | 0.136% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 3,636,850 | $99.29M | 0.0% | +21.5% | 3.913% | |
| 4/29/2025 | McGlone Suttner Wealth Management Inc. | 17,574 | $480K | 0.1% | +66.4% | 0.019% | |
Oil Hits $74 - $100 Next? (Ad) Oil Jumps 8.5% on Middle East Crisis
Trump at Oil Fields
Oil surged 8.5% to $74/barrel after Israel's Iran strike - biggest jump since 2022. Experts predict $100+ oil if conflict spreads.
Don't chase volatile oil stocks. See Marc's safer alternative here |
| 4/29/2025 | Capital & Planning LLC | 120,527 | $3.29M | 2.4% | +6.8% | 0.125% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 155,094 | $4.23M | 0.1% | -0.7% | 0.167% | |
| 4/29/2025 | World Investment Advisors | 15,539 | $424K | 0.0% | +61.8% | 0.017% | |
| 4/29/2025 | Wayfinding Financial LLC | 106,870 | $2.92M | 1.3% | -12.0% | 0.115% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 7,080 | $193K | 0.0% | +10.7% | 0.008% | |
| 4/29/2025 | Element Wealth LLC | 42,231 | $1.15M | 0.6% | +35.3% | 0.045% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 168,794 | $4.61M | 0.4% | -0.9% | 0.182% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 208,061 | $5.68M | 0.8% | N/A | 0.224% | |
| 4/28/2025 | D.A. Davidson & CO. | 177,369 | $4.84M | 0.0% | +19.6% | 0.191% | |
| 4/28/2025 | Mutual Advisors LLC | 25,811 | $701K | 0.0% | +39.0% | 0.028% | |
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