| 8/27/2025 | Orion Porfolio Solutions LLC | 204,500 | $13.67M | 0.1% | +11.9% | 0.733% | |
| 8/26/2025 | Thrivent Financial for Lutherans | 78,767 | $5.27M | 0.0% | N/A | 0.282% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 298,528 | $19.96M | 0.5% | +4.0% | 1.070% | |
| 8/15/2025 | Tower Research Capital LLC TRC | 18,327 | $1.23M | 0.0% | N/A | 0.066% | |
| 8/15/2025 | Smartleaf Asset Management LLC | 114,821 | $7.65M | 0.7% | +1.3% | 0.412% | |
| 8/15/2025 | MML Investors Services LLC | 8,438 | $564K | 0.0% | +12.9% | 0.030% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 1,503,105 | $100.48M | 0.7% | +722.6% | 5.387% | |
| 8/15/2025 | Monograph Wealth Advisors LLC | 408,744 | $27.33M | 3.4% | -10.8% | 1.465% | |
| 8/15/2025 | EP Wealth Advisors LLC | 7,160 | $479K | 0.0% | N/A | 0.026% | |
| 8/15/2025 | Essential Planning LLC. | 45,014 | $3.01M | 1.1% | +44.3% | 0.161% | |
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| 8/14/2025 | Raymond James Financial Inc. | 111,662 | $7.47M | 0.0% | N/A | 0.400% | |
| 8/14/2025 | Betterment LLC | 279,263 | $18.67M | 0.0% | +1.4% | 1.001% | |
| 8/14/2025 | Main Street Financial Solutions LLC | 43,405 | $2.90M | 0.2% | -5.4% | 0.156% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 895 | $60K | 0.0% | N/A | 0.003% | |
| 8/14/2025 | DecisionPoint Financial LLC | 113,578 | $7.63M | 1.9% | +415.2% | 0.407% | |
| 8/14/2025 | Cerity Partners LLC | 66,831 | $4.47M | 0.0% | -35.6% | 0.240% | |
| 8/13/2025 | GeoWealth Management LLC | 18,578 | $1.24M | 0.0% | +32.2% | 0.067% | |
| 8/13/2025 | Annandale Capital LLC | 369,615 | $24.71M | 1.9% | +14.4% | 1.325% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 132,141 | $8.83M | 0.4% | -5.4% | 0.474% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 8,031 | $537K | 0.0% | N/A | 0.029% | |
| 8/12/2025 | CreativeOne Wealth LLC | 42,220 | $2.82M | 0.1% | +7.3% | 0.151% | |
| 8/12/2025 | Global Retirement Partners LLC | 7,778 | $520K | 0.0% | N/A | 0.028% | |
| 8/12/2025 | JPMorgan Chase & Co. | 4,703 | $314K | 0.0% | +14.4% | 0.017% | |
| 8/11/2025 | Copperleaf Capital LLC | 69,149 | $4.62M | 2.3% | +5.1% | 0.250% | |
| 8/11/2025 | Wealthspire Advisors LLC | 83,352 | $5.57M | 0.0% | +67.5% | 0.302% | |
| 8/11/2025 | Foundation Wealth Management LLC PA | 4,472 | $299K | 0.1% | -28.4% | 0.016% | |
| 8/8/2025 | Cetera Investment Advisers | 26,270 | $1.76M | 0.0% | N/A | 0.095% | |
| 8/8/2025 | Altiora Financial Group LLC | 204,695 | $13.68M | 2.7% | +17.9% | 0.741% | |
| 8/8/2025 | Truepoint Inc. | 91,843 | $6.14M | 0.2% | +77.9% | 0.332% | |
| 8/8/2025 | Your Advocates Ltd. LLP | 1,005,411 | $67.21M | 24.2% | +2.7% | 3.639% | |
| 8/8/2025 | SageOak Financial LLC | 262,918 | $17.58M | 14.1% | +15.2% | 0.952% | |
| 8/8/2025 | Advyzon Investment Management LLC | 4,008 | $268K | 0.1% | N/A | 0.015% | |
| 8/7/2025 | Allworth Financial LP | 66,336 | $4.44M | 0.0% | +1.1% | 0.240% | |
| 8/7/2025 | Alpha Financial Advisors LLC | 60,869 | $4.07M | 1.6% | N/A | 0.220% | |
| 8/6/2025 | Prospera Financial Services Inc | 14,947 | $999K | 0.0% | N/A | 0.054% | |
| 8/6/2025 | Modera Wealth Management LLC | 34,011 | $2.27M | 0.0% | +34.4% | 0.123% | |
| 8/6/2025 | Cloud Capital Management LLC | 71,684 | $4.89M | 3.0% | -4.1% | 0.259% | |
| 8/5/2025 | Hutchens & Kramer Investment Management Group LLC | 203,353 | $13.65M | 6.3% | -0.4% | 0.736% | |
| 8/5/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 853,734 | $57.07M | 5.3% | +3.8% | 3.090% | |
| 8/5/2025 | Gould Asset Management LLC CA | 22,782 | $1.52M | 0.3% | +19.5% | 0.082% | |
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| 8/4/2025 | Hutchinson Capital Management CA | 4,180 | $279K | 0.1% | N/A | 0.015% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 29,396 | $1.97M | 0.1% | +203.1% | 0.106% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 117,732 | $7.87M | 0.0% | +7.9% | 0.426% | |
| 7/31/2025 | Brighton Jones LLC | 644,970 | $43.12M | 1.2% | +19.7% | 2.335% | |
| 7/31/2025 | BIP Wealth LLC | 43,216 | $2.89M | 0.2% | +12.4% | 0.156% | |
| 7/31/2025 | Aspen Capital Management LLC | 84,133 | $5.62M | 1.6% | -15.0% | 0.305% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 20,427 | $1.37M | 0.5% | +4.2% | 0.074% | |
| 7/31/2025 | Kathleen S. Wright Associates Inc. | 15,554 | $1.04M | 0.4% | +23.5% | 0.056% | |
| 7/30/2025 | Freedom Investment Management Inc. | 15,112 | $1.01M | 0.1% | +1.8% | 0.055% | |
| 7/30/2025 | Phillips Financial Management LLC | 5,440 | $364K | 0.0% | +11.7% | 0.020% | |
| 7/30/2025 | Divergent Planning LLC | 4,192 | $280K | 0.1% | N/A | 0.015% | |
| 7/29/2025 | Financial Symmetry Inc | 3,061 | $205K | 0.1% | N/A | 0.011% | |
| 7/29/2025 | Wealthstream Advisors Inc. | 6,748 | $451K | 0.1% | -5.0% | 0.024% | |
| 7/29/2025 | Stratos Investment Management LLC | 351,460 | $23.50M | 1.1% | +608.1% | 1.272% | |
| 7/29/2025 | Werba Rubin Papier Wealth Management | 17,589 | $1.18M | 0.2% | +79.4% | 0.064% | |
| 7/28/2025 | RCS Financial Planning LLC | 10,104 | $675K | 0.3% | -1.4% | 0.037% | |
| 7/28/2025 | RFG Advisory LLC | 3,058 | $204K | 0.0% | -79.3% | 0.011% | |
| 7/25/2025 | Concord Wealth Partners | 2,030 | $136K | 0.0% | +32.9% | 0.007% | |
| 7/25/2025 | LRI Investments LLC | 407,930 | $27.27M | 2.1% | +224.3% | 1.477% | |
| 7/25/2025 | CWM LLC | 10,590 | $708K | 0.0% | +133.2% | 0.038% | |
| 7/25/2025 | Investment Advisory Group LLC | 43,982 | $2.94M | 0.9% | +24.7% | 0.159% | |
| 7/24/2025 | Drucker Wealth 3.0 LLC | 4,233 | $287K | 0.1% | -14.7% | 0.015% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 69,131 | $4.62M | 0.3% | +4.0% | 0.250% | |
| 7/24/2025 | Riverchase Wealth Management LLC | 235,501 | $15.74M | 10.0% | -1.3% | 0.852% | |
| 7/24/2025 | Vantage Point Financial LLC | 289,099 | $19.33M | 8.5% | +2.0% | 1.047% | |
| 7/24/2025 | IFP Advisors Inc | 22,264 | $1.49M | 0.0% | +5.7% | 0.081% | |
| 7/24/2025 | Grand Wealth Management LLC | 26,772 | $1.79M | 0.9% | N/A | 0.097% | |
| 7/24/2025 | Wealth Advisors Northwest LLC | 13,428 | $898K | 0.5% | +51.9% | 0.049% | |
| 7/23/2025 | Morton Capital Management LLC CA | 101,954 | $6.82M | 1.2% | +43.0% | 0.369% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 34,445 | $2.30M | 0.1% | +87.0% | 0.125% | |
| 7/23/2025 | Hardy Reed LLC | 282,278 | $18.87M | 1.5% | +16.4% | 1.022% | |
| 7/22/2025 | Yardley Wealth Management LLC | 6,788 | $454K | 0.2% | +16.1% | 0.025% | |
| 7/22/2025 | USAdvisors Wealth Management LLC | 37,979 | $2.54M | 0.9% | +0.4% | 0.137% | |
| 7/21/2025 | Onyx Financial Advisors LLC | 21,266 | $1.42M | 0.7% | +107.7% | 0.077% | |
| 7/21/2025 | Triad Wealth Partners LLC | 8,924 | $597K | 0.1% | N/A | 0.032% | |
| 7/21/2025 | Sageworth Trust Co of South Dakota | 72,147 | $4.82M | 5.2% | +1.4% | 0.261% | |
| 7/21/2025 | Sageworth Trust Co | 296,687 | $19.83M | 1.1% | +23.1% | 1.074% | |
| 7/18/2025 | Pure Financial Advisors LLC | 2,107,446 | $140.88M | 2.5% | +3.7% | 7.629% | |
| 7/18/2025 | BCO Wealth Management LLC | 358,149 | $23.94M | 17.1% | +3.7% | 1.296% | |
| 7/18/2025 | Truist Financial Corp | 45,442 | $3.04M | 0.0% | -1.9% | 0.164% | |
| 7/18/2025 | FMB Wealth Management | 43,097 | $2.88M | 1.4% | +1.2% | 0.157% | |
| 7/17/2025 | HB Wealth Management LLC | 62,609 | $4.19M | 0.0% | -23.6% | 0.227% | |
| 7/17/2025 | Elser Financial Planning Inc | 104,227 | $7.01M | 0.4% | N/A | 0.379% | |
| 7/17/2025 | Archford Capital Strategies LLC | 104,799 | $7.01M | 0.9% | +2.8% | 0.381% | |
| 7/17/2025 | Heritage Investment Group Inc. | 134,163 | $8.97M | 1.5% | +614.9% | 0.487% | |
| 7/17/2025 | Mustard Seed Financial LLC | 3,239 | $217K | 0.2% | N/A | 0.012% | |
| 7/17/2025 | XY Planning Network Inc. | 13,178 | $881K | 0.3% | +86.2% | 0.048% | |
| 7/17/2025 | SC&H Financial Advisors Inc. | 327,338 | $21.88M | 3.7% | +88.9% | 1.189% | |
| 7/16/2025 | Vestia Personal Wealth Advisors | 6,339 | $424K | 0.3% | N/A | 0.023% | |
| 7/16/2025 | TCI Wealth Advisors Inc. | 63,037 | $4.21M | 0.3% | N/A | 0.229% | |
Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why (Ad) Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA or Bitcoin, but by owning a simple index fund.
It sounds impossible. Yet it happened – just a short time ago. Now a legendary figure says: "Brace yourselves. It's about to happen here, in America. But fair warning – it could be the worst thing that ever happens to you."
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. |
| 7/16/2025 | Perigon Wealth Management LLC | 7,805 | $522K | 0.0% | -73.9% | 0.028% | |
| 7/16/2025 | Plancorp LLC | 86,025 | $5.75M | 0.2% | N/A | 0.313% | |
| 7/15/2025 | Great Oak Capital Partners LLC | 374,113 | $25.36M | 7.3% | +5.6% | 1.359% | |
| 7/15/2025 | Evanson Asset Management LLC | 9,827 | $657K | 0.0% | +34.7% | 0.036% | |
| 7/15/2025 | Maseco LLP | 7,029 | $470K | 0.0% | N/A | 0.026% | |
| 7/14/2025 | Financial Harvest LLC | 3,777 | $252K | 0.2% | N/A | 0.014% | |
| 7/14/2025 | KFG Wealth Management LLC | 303,016 | $20.26M | 3.3% | +3.0% | 1.103% | |
| 7/14/2025 | ABLE Financial Group LLC | 109,007 | $7.29M | 1.8% | N/A | 0.397% | |
| 7/14/2025 | Park Avenue Securities LLC | 46,082 | $3.08M | 0.0% | N/A | 0.168% | |
| 7/11/2025 | Quantum Financial Advisors LLC | 239,017 | $15.98M | 2.2% | -11.5% | 0.875% | |
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