| 7/2/2026 | Versant Capital Management Inc | 72,253 | $3.74M | 0.3% | +3.2% | 0.031% | |
| 6/3/2026 | NewEdge Advisors LLC | 64,720 | $2.92M | 0.0% | -1.0% | 0.028% | |
| 6/1/2026 | Keel Point LLC | 37,449 | $1.69M | 0.1% | +0.6% | 0.016% | |
| 5/29/2026 | Asset Dedication LLC | 1,591 | $72K | 0.0% | -80.2% | 0.001% | |
| 5/27/2026 | Security Financial Services INC. | 335,234 | $15.13M | 2.4% | +1.1% | 0.146% | |
| 5/26/2026 | Summit Financial Wealth Advisors LLC | 5,800 | $262K | 0.0% | -17.1% | 0.003% | |
| 5/19/2026 | NewEdge Advisors LLC | 64,253 | $2.90M | 0.1% | -1.7% | 0.028% | |
| 5/19/2026 | Bank of America Corp DE | 568,101 | $25.63M | 0.0% | +2.0% | 0.247% | |
| 5/19/2026 | Arkadios Wealth Advisors | 53,508 | $2.41M | 0.0% | N/A | 0.023% | |
| 5/19/2026 | Claris Financial LLC | 9,252 | $417K | 0.2% | +12.2% | 0.004% | |
SPCX Warning - and Worst News for Stocks in 50 Years (Ad) Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in 50 years - and it has nothing to do with a single stock.
According to multiple Wall Street banks, a coming crisis could keep your portfolio in the red for 10 years or longer. Keith Kaplan, CEO of TradeSmith, is sharing what you can do to protect your wealth before it hits. Learn how to prepare your portfolio for what's coming next |
| 5/18/2026 | Royal Bank of Canada | 295,928 | $13.35M | 0.0% | -5.0% | 0.129% | |
| 5/18/2026 | Envision Financial Planning LLC | 523,955 | $23.64M | 8.6% | +4.8% | 0.228% | |
| 5/16/2026 | Quantinno Capital Management LP | 12,618 | $569K | 0.0% | +21.8% | 0.005% | |
| 5/15/2026 | Quadcap Wealth Management LLC | 12,671 | $572K | 0.1% | -17.7% | 0.006% | |
| 5/15/2026 | Everest Financial Group LLC | 36,112 | $1.63M | 0.3% | N/A | 0.016% | |
| 5/15/2026 | FreeGulliver LLC | 65,473 | $2.95M | 1.2% | N/A | 0.028% | |
| 5/15/2026 | Waverly Advisors LLC | 109,700 | $4.95M | 0.0% | -16.8% | 0.048% | |
| 5/15/2026 | Stadion Money Management LLC | 451,855 | $20.39M | 2.1% | -59.8% | 0.197% | |
| 5/15/2026 | Bridgewater Advisors Inc. | 6,702 | $302K | 0.0% | -16.8% | 0.003% | |
| 5/15/2026 | Broadhurst Jeffrey B | 13,030 | $588K | 0.6% | N/A | 0.006% | |
| 5/14/2026 | Lido Advisors LLC | 358,487 | $16.18M | 0.0% | N/A | 0.156% | |
| 5/13/2026 | Cetera Investment Advisers | 1,255,040 | $56.63M | 0.1% | +5.7% | 0.546% | |
| 5/13/2026 | American Investment Services Inc. | 40,449 | $1.83M | 0.4% | +4.2% | 0.018% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 2,231 | $101K | 0.0% | N/A | 0.001% | |
| 5/7/2026 | Earned Wealth Advisors LLC | 51,468 | $2.32M | 0.2% | -1.7% | 0.022% | |
| 5/6/2026 | Zhang Financial LLC | 708,833 | $31.98M | 1.1% | +5.2% | 0.308% | |
| 5/6/2026 | Centennial Bank AR | 267,957 | $12.09M | 4.3% | +9.0% | 0.117% | |
| 5/6/2026 | Modera Wealth Management LLC | 3,221,110 | $145.34M | 1.7% | -2.5% | 1.401% | |
| 5/6/2026 | Morling Financial Advisors LLC | 538,875 | $24.31M | 7.5% | +1.6% | 0.234% | |
| 5/6/2026 | Assetmark Inc. | 286,622 | $12.93M | 0.0% | +0.1% | 0.125% | |
| 5/6/2026 | BCM Advisors LLC | 1,196,470 | $59.26M | 11.5% | -5.5% | 0.520% | |
| 5/5/2026 | Wealthfront Advisers LLC | 29,057 | $1.31M | 0.0% | +39.3% | 0.013% | |
| 5/5/2026 | D.A. Davidson & CO. | 130,945 | $5.91M | 0.0% | -0.3% | 0.057% | |
| 5/5/2026 | Cornerstone Advisory LLC | 8,196 | $370K | 0.0% | N/A | 0.004% | |
| 5/5/2026 | Cogent Strategic Wealth LLC | 49,819 | $2.25M | 2.3% | +3.9% | 0.022% | |
| 5/5/2026 | MB Generational Wealth LLC | 44,984 | $2.03M | 1.1% | +11.8% | 0.020% | |
| 5/4/2026 | V2 Financial group LLC | 31,369 | $1.42M | 0.7% | N/A | 0.014% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 203,464 | $10.01M | 0.2% | +0.6% | 0.089% | |
| 5/4/2026 | Vantage Point Financial LLC | 79,680 | $3.60M | 1.3% | -4.1% | 0.035% | |
| 5/2/2026 | Navigate Wealth Management LLC | 4,302 | $210K | 0.1% | N/A | 0.002% | |
SPCX Warning - and Worst News for Stocks in 50 Years (Ad) Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in 50 years - and it has nothing to do with a single stock.
According to multiple Wall Street banks, a coming crisis could keep your portfolio in the red for 10 years or longer. Keith Kaplan, CEO of TradeSmith, is sharing what you can do to protect your wealth before it hits. Learn how to prepare your portfolio for what's coming next |
| 5/2/2026 | Navigoe LLC | 301,570 | $13.61M | 8.0% | +4.0% | 0.131% | |
| 5/2/2026 | Silver Oak Advisory Group Inc. | 7,600 | $342K | 0.1% | N/A | 0.003% | |
| 5/2/2026 | Strategic Wealth Advisors LLC | 85,352 | $3.85M | 3.1% | +3.7% | 0.037% | |
| 5/2/2026 | Diversify Wealth Management LLC | 1,105,138 | $54.24M | 1.0% | -1.5% | 0.481% | |
| 5/1/2026 | 180 Wealth Advisors LLC | 90,256 | $4.07M | 0.5% | +1.0% | 0.039% | |
| 5/1/2026 | Luminvest Wealth Management LLC | 10,748 | $485K | 0.1% | N/A | 0.005% | |
| 5/1/2026 | Signature Resources Capital Management LLC | 123,229 | $5.56M | 2.6% | +9.6% | 0.054% | |
| 5/1/2026 | BCR Wealth Strategies LLC | 82,821 | $3.74M | 1.2% | +27.5% | 0.036% | |
| 5/1/2026 | Financial Connections Group Inc. | 962,980 | $43.45M | 15.1% | -0.3% | 0.421% | |
| 5/1/2026 | Warburton Capital Management LLC | 20,902 | $984K | 0.5% | +81.4% | 0.009% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 7,379,642 | $332.97M | 1.9% | +3.6% | 3.223% | |
| 4/30/2026 | Texas Bank & Trust Co | 4,700 | $212K | 0.1% | N/A | 0.002% | |
| 4/30/2026 | Waterfront Wealth Inc. | 121,107 | $5.46M | 1.0% | +6.2% | 0.053% | |
| 4/30/2026 | Robinson Smith Wealth Advisors LLC | 106,337 | $4.80M | 3.2% | +9.7% | 0.046% | |
| 4/30/2026 | Valued Wealth Advisors LLC | 961,297 | $43.37M | 17.6% | +6.6% | 0.420% | |
| 4/30/2026 | Mosaic Family Wealth Partners LLC | 18,223 | $822K | 0.1% | +1.8% | 0.008% | |
| 4/30/2026 | North Capital Inc. | 304,416 | $13.73M | 11.6% | +4.3% | 0.133% | |
| 4/30/2026 | Kestra Advisory Services LLC | 149,673 | $6.75M | 0.0% | +35.8% | 0.065% | |
| 4/30/2026 | CFS Investment Advisory Services LLC | 26,901 | $1.32M | 0.1% | +1.8% | 0.012% | |
| 4/30/2026 | Sageworth Trust Co | 4,479,578 | $202.12M | 8.7% | -0.6% | 1.956% | |
| 4/30/2026 | Sageworth Trust Co of South Dakota | 79,671 | $3.60M | 2.8% | +2.0% | 0.035% | |
| 4/29/2026 | American Capital Advisory LLC | 188,393 | $8.50M | 3.4% | -1.6% | 0.082% | |
| 4/29/2026 | Jackson Thornton Wealth Management LLC | 299,017 | $14.07M | 1.2% | -0.9% | 0.131% | |
| 4/29/2026 | Oceanside Advisors LLC | 28,179 | $1.27M | 0.7% | +5.4% | 0.012% | |
| 4/28/2026 | Ascentis Independent Advisors | 9,655 | $436K | 0.0% | +6.6% | 0.004% | |
| 4/28/2026 | Hardy Reed LLC | 140,803 | $6.35M | 0.5% | +0.2% | 0.062% | |
| 4/28/2026 | B.O.S.S. Retirement Advisors LLC | 4,582 | $207K | 0.1% | -14.1% | 0.002% | |
| 4/28/2026 | Berger Financial Group Inc | 46,282 | $2.09M | 0.1% | +4.6% | 0.020% | |
| 4/28/2026 | Brighton Jones LLC | 995,411 | $44.91M | 1.9% | +0.0% | 0.436% | |
| 4/28/2026 | CWS Financial Advisors LLC | 4,910 | $222K | 0.1% | +10.9% | 0.002% | |
| 4/28/2026 | Beacon Financial Advisory LLC | 10,995 | $496K | 0.1% | -3.9% | 0.005% | |
| 4/28/2026 | Tanglewood Legacy Advisors LLC | 40,517 | $1.83M | 0.7% | -4.7% | 0.018% | |
| 4/28/2026 | Level Wealth Management LLC | 129,601 | $5.85M | 2.7% | -1.0% | 0.057% | |
| 4/27/2026 | TCI Wealth Advisors Inc. | 102,188 | $4.61M | 0.2% | +1.4% | 0.045% | |
| 4/27/2026 | HB Wealth Management LLC | 1,278,772 | $57.70M | 0.4% | -4.8% | 0.560% | |
| 4/27/2026 | World Investment Advisors | 170,133 | $7.68M | 0.1% | +2.5% | 0.074% | |
| 4/27/2026 | Turtle Creek Wealth Advisors LLC | 954 | $43K | 0.0% | N/A | 0.000% | |
| 4/27/2026 | Legacy Financial Group Inc. | 329,484 | $14.87M | 3.9% | +0.5% | 0.144% | |
| 4/27/2026 | USAdvisors Wealth Management LLC | 25,832 | $1.13M | 0.4% | -1.6% | 0.011% | |
| 4/27/2026 | Gordian Advisors LLC | 6,532 | $295K | 0.2% | -31.3% | 0.003% | |
| 4/27/2026 | Private Advisor Group LLC | 184,404 | $8.32M | 0.0% | +1.8% | 0.081% | |
| 4/25/2026 | Axis Wealth Partners LLC | 12,858 | $580K | 0.3% | -2.5% | 0.006% | |
| 4/25/2026 | Seamount Financial Group Inc. | 85,812 | $3.87M | 1.7% | +4.9% | 0.038% | |
| 4/25/2026 | Physician Wealth Advisors Inc. | 381,858 | $17.23M | 2.4% | +0.5% | 0.167% | |
| 4/24/2026 | Root Financial Partners LLC | 219,760 | $9.92M | 0.5% | +44.4% | 0.096% | |
| 4/24/2026 | Keb Asset Management LLC | 135,851 | $6.13M | 1.2% | -12.8% | 0.059% | |
| 4/24/2026 | Squire Investment Management Company LLC | 31,803 | $1.44M | 0.4% | +21.0% | 0.014% | |
| 4/24/2026 | Exeter Financial LLC | 100,736 | $4.55M | 1.9% | -0.5% | 0.044% | |
| 4/24/2026 | Johnson Wealth Management LLC | 251,385 | $11.34M | 5.5% | -2.3% | 0.110% | |
| 4/23/2026 | SJS Investment Consulting Inc. | 1,632 | $74K | 0.0% | +33.6% | 0.001% | |
SPCX Warning - and Worst News for Stocks in 50 Years (Ad) Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in 50 years - and it has nothing to do with a single stock.
According to multiple Wall Street banks, a coming crisis could keep your portfolio in the red for 10 years or longer. Keith Kaplan, CEO of TradeSmith, is sharing what you can do to protect your wealth before it hits. Learn how to prepare your portfolio for what's coming next |
| 4/23/2026 | Private Wealth Management Group LLC | 672,497 | $30.34M | 8.0% | +17.2% | 0.294% | |
| 4/23/2026 | WMG Financial Advisors LLC | 8,937 | $403K | 0.2% | -15.6% | 0.004% | |
| 4/23/2026 | Apollon Wealth Management LLC | 76,996 | $3.47M | 0.1% | -10.5% | 0.034% | |
| 4/22/2026 | First Financial Group Corp | 251,728 | $11.36M | 9.3% | +1.7% | 0.110% | |
| 4/22/2026 | Bay Capital Advisors LLC | 13,048 | $589K | 0.4% | -12.2% | 0.006% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 43,514 | $1.96M | 0.1% | +102.1% | 0.019% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 7,419 | $335K | 0.0% | +16.8% | 0.003% | |
| 4/22/2026 | Semitam Bonam LLC | 186,953 | $8.44M | 6.9% | +5.4% | 0.082% | |
| 4/22/2026 | My Personal CFO LLC | 167,000 | $7.54M | 3.3% | +3.4% | 0.073% | |
| 4/22/2026 | Larry Mathis Financial Planning LLC | 184,359 | $8.32M | 7.5% | +97.6% | 0.081% | |