| 7/7/2026 | CoreCap Advisors LLC | 155,725 | $8.10M | 0.2% | +5.0% | 0.473% | |
| 6/18/2026 | Western Wealth Management LLC | 7,807 | $337K | 0.0% | +9.7% | 0.024% | |
| 6/3/2026 | NewEdge Advisors LLC | 55,062 | $2.38M | 0.0% | +142.2% | 0.171% | |
| 5/19/2026 | Western Wealth Management LLC | 7,807 | $337K | 0.0% | +9.7% | 0.024% | |
| 5/19/2026 | Bank of America Corp DE | 673,297 | $29.09M | 0.0% | +14.3% | 2.091% | |
| 5/18/2026 | Royal Bank of Canada | 486,143 | $21.00M | 0.0% | +55.9% | 1.510% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 10,737 | $464K | 0.0% | N/A | 0.033% | |
| 5/14/2026 | Keebeck Wealth Management | 87,112 | $3.76M | 0.4% | -6.4% | 0.271% | |
| 5/13/2026 | Cetera Investment Advisers | 355,318 | $15.35M | 0.0% | -1.0% | 1.103% | |
| 5/13/2026 | Clearwater Capital Advisors LLC | 9,101 | $393K | 0.0% | -3.2% | 0.028% | |
Do NOT Buy SpaceX – Do This Instead (Ad) SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors.
Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now. Read Tilson's free analysis and find out what to do with your money |
| 5/13/2026 | Arvest Bank Trust Division | 1,134,345 | $49.00M | 2.7% | -0.8% | 3.523% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 2,179 | $94K | 0.0% | N/A | 0.007% | |
| 5/6/2026 | Advisortrust Partners LLC | 961 | $42K | 0.0% | N/A | 0.003% | |
| 5/5/2026 | Wealthfront Advisers LLC | 5,758 | $249K | 0.0% | +13.3% | 0.018% | |
| 5/5/2026 | Bank of New York Mellon Corp | 28,052 | $1.21M | 0.0% | +21.4% | 0.087% | |
| 5/5/2026 | Sanctuary Advisors LLC | 227,221 | $9.82M | 0.1% | -13.4% | 0.706% | |
| 5/5/2026 | Sigma Planning Corp | 7,114 | $307K | 0.0% | N/A | 0.022% | |
| 5/2/2026 | Global Assets Advisory LLC | 1,095 | $47K | 0.0% | N/A | 0.003% | |
| 5/2/2026 | Anchor Investment Management LLC | 131,190 | $5.67M | 0.5% | +8.3% | 0.407% | |
| 5/1/2026 | Fifth Third Bancorp | 4,238 | $183K | 0.0% | N/A | 0.013% | |
| 4/30/2026 | Kestra Advisory Services LLC | 9,255 | $400K | 0.0% | +166.3% | 0.029% | |
| 4/30/2026 | IAG Wealth Partners LLC | 17,020 | $735K | 0.1% | -3.5% | 0.053% | |
| 4/29/2026 | Clay Northam Wealth Management LLC | 62,517 | $2.70M | 1.5% | +6.3% | 0.194% | |
| 4/28/2026 | Whittier Trust Co. | 11,087 | $482K | 0.0% | -17.5% | 0.034% | |
| 4/28/2026 | Ascentis Independent Advisors | 26,156 | $1.13M | 0.1% | +123.6% | 0.081% | |
| 4/28/2026 | Beacon Financial Advisory LLC | 10,024 | $433K | 0.1% | +12.2% | 0.031% | |
| 4/27/2026 | Syntegra Private Wealth Group LLC | 16,631 | $718K | 0.1% | +1.7% | 0.052% | |
| 4/27/2026 | HB Wealth Management LLC | 940,014 | $40.61M | 0.3% | -5.9% | 2.938% | |
| 4/27/2026 | World Investment Advisors | 15,255 | $659K | 0.0% | +7.0% | 0.048% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 214,105 | $9.25M | 0.2% | +41.1% | 0.669% | |
| 4/23/2026 | Spinnaker Trust | 193,440 | $8.36M | 0.5% | -2.3% | 0.643% | |
| 4/23/2026 | Flagstar Advisors Inc. | 6,676 | $288K | 0.1% | N/A | 0.022% | |
| 4/23/2026 | Apollon Financial LLC | 18,821 | $813K | 0.1% | +29.2% | 0.063% | |
| 4/22/2026 | Harbor Asset Planning Inc. | 993 | $43K | 0.0% | +196.4% | 0.003% | |
| 4/20/2026 | Apella Capital LLC | 246,347 | $10.64M | 0.2% | -5.6% | 0.818% | |
| 4/18/2026 | CENTRAL TRUST Co | 141,925 | $6.13M | 0.1% | +8.7% | 0.472% | |
| 4/16/2026 | Cambridge Advisors Inc. | 4,700 | $203K | 0.0% | N/A | 0.016% | |
| 4/16/2026 | Founders Financial Securities LLC | 5,600 | $257K | 0.0% | -4.6% | 0.019% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 17,499 | $728K | 0.0% | +203.5% | 0.059% | |
| 3/13/2026 | World Investment Advisors | 14,251 | $593K | 0.0% | N/A | 0.048% | |
Your book attached (Ad) Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link.
He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing. Download the Safe Trade Options Formula book for free before access closes |
| 3/5/2026 | Mengis Capital Management Inc. | 18,521 | $771K | 0.1% | +35.9% | 0.063% | |
| 2/26/2026 | Anchor Investment Management LLC | 121,173 | $5.04M | 0.4% | -2.5% | 0.411% | |
| 2/18/2026 | EP Wealth Advisors LLC | 24,649 | $1.03M | 0.0% | N/A | 0.084% | |
| 2/18/2026 | NewEdge Advisors LLC | 22,732 | $946K | 0.0% | +3.0% | 0.077% | |
| 2/18/2026 | Prostatis Group LLC | 32,805 | $1.37M | 0.3% | +2.0% | 0.111% | |
| 2/18/2026 | Maia Wealth LLC | 9,461 | $394K | 0.1% | -3.0% | 0.032% | |
| 2/18/2026 | Clay Northam Wealth Management LLC | 58,817 | $2.45M | 1.4% | +3.5% | 0.199% | |
| 2/18/2026 | American Trust | 2,069 | $86K | 0.0% | N/A | 0.007% | |
| 2/17/2026 | Cetera Investment Advisers | 359,079 | $14.95M | 0.0% | +1.2% | 1.217% | |
| 2/17/2026 | GeoWealth Management LLC | 63,493 | $2.64M | 0.1% | +8.8% | 0.215% | |
| 2/17/2026 | Osaic Holdings Inc. | 48,047 | $2M | 0.0% | -14.6% | 0.163% | |
| 2/17/2026 | &PARTNERS | 33,041 | $1.38M | 0.0% | -26.1% | 0.112% | |
| 2/17/2026 | Royal Bank of Canada | 311,826 | $12.98M | 0.0% | -2.1% | 1.057% | |
| 2/17/2026 | Beacon Financial Advisory LLC | 8,931 | $372K | 0.1% | N/A | 0.030% | |
| 2/16/2026 | MML Investors Services LLC | 6,868 | $286K | 0.0% | N/A | 0.023% | |
| 2/16/2026 | Mariner LLC | 38,077 | $1.59M | 0.0% | -25.2% | 0.129% | |
| 2/13/2026 | Kestra Advisory Services LLC | 3,476 | $145K | 0.0% | N/A | 0.012% | |
| 2/13/2026 | CreativeOne Wealth LLC | 8,139 | $339K | 0.0% | -13.8% | 0.028% | |
| 2/13/2026 | Transamerica Financial Advisors LLC | 2,136 | $89K | 0.0% | +19.7% | 0.007% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 17,284 | $719K | 0.0% | +9.5% | 0.059% | |
| 2/13/2026 | Golden State Wealth Management LLC | 33,336 | $1.39M | 0.1% | -1.0% | 0.113% | |
| 2/13/2026 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,007 | $42K | 0.0% | N/A | 0.003% | |
| 2/13/2026 | Wells Fargo & Company MN | 4,127,553 | $171.79M | 0.0% | +7.2% | 13.992% | |
| 2/13/2026 | Wealthspire Advisors LLC | 8,025 | $334K | 0.0% | -8.8% | 0.027% | |
| 2/12/2026 | Jane Street Group LLC | 53,744 | $2.24M | 0.0% | -26.3% | 0.182% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 12,419 | $517K | 0.0% | +4.1% | 0.042% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 178,958 | $7.45M | 0.0% | +13.9% | 0.607% | |
| 2/12/2026 | Elevation Point Wealth Partners LLC | 151,736 | $6.32M | 0.3% | +202.6% | 0.514% | |
| 2/12/2026 | Betterment LLC | 2,175,132 | $90.53M | 0.2% | +0.0% | 7.373% | |
| 2/12/2026 | Principal Securities Inc. | 332,219 | $13.83M | 0.2% | +0.3% | 1.126% | |
| 2/11/2026 | Focus Partners Advisor Solutions LLC | 7,173 | $299K | 0.0% | -28.9% | 0.024% | |
| 2/11/2026 | LPL Financial LLC | 2,012,341 | $83.75M | 0.0% | +2.2% | 6.821% | |
| 2/11/2026 | Vise Technologies Inc. | 12,590 | $524K | 0.0% | N/A | 0.043% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 2,839,340 | $118.17M | 0.0% | +0.4% | 9.625% | |
| 2/10/2026 | Spinnaker Trust | 197,963 | $8.24M | 0.4% | -1.8% | 0.671% | |
| 2/10/2026 | Founders Financial Securities LLC | 5,867 | $244K | 0.0% | N/A | 0.020% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 2,051 | $85K | 0.0% | +261.7% | 0.007% | |
| 2/9/2026 | Strategic Financial Services Inc. | 224,267 | $10.26M | 0.5% | -5.3% | 0.760% | |
| 2/9/2026 | Arvest Bank Trust Division | 1,143,440 | $47.59M | 2.6% | -1.8% | 3.876% | |
| 2/9/2026 | Glenview Trust Co | 8,537 | $355K | 0.0% | -3.9% | 0.029% | |
| 2/9/2026 | LifePlan Investment Advisors Inc. | 27,307 | $1.14M | 0.5% | +10.7% | 0.093% | |
| 2/6/2026 | Empirical Asset Management LLC | 23,420 | $975K | 0.1% | +53.4% | 0.079% | |
| 2/6/2026 | Kingdom Financial Group LLC. | 3,314 | $138K | 0.0% | N/A | 0.011% | |
| 2/6/2026 | HighTower Advisors LLC | 7,569 | $315K | 0.0% | -14.8% | 0.026% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 172,389 | $7.18M | 0.0% | +20.1% | 0.584% | |
| 2/5/2026 | AlphaCore Capital LLC | 109,637 | $4.56M | 0.1% | -3.6% | 0.372% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 40,692 | $1.69M | 0.0% | +7,076.7% | 0.138% | |
| 2/5/2026 | Western Wealth Management LLC | 7,116 | $296K | 0.0% | N/A | 0.024% | |
| 2/4/2026 | World Investment Advisors | 14,251 | $593K | 0.0% | N/A | 0.049% | |
| 2/4/2026 | First Foundation Advisors | 371,624 | $15.47M | 0.6% | +2.5% | 1.268% | |
Trump's New Dollar (Ad) Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening.
The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result. Watch the free briefing and see the three steps to prepare today |
| 2/3/2026 | Destiny Wealth Partners LLC | 163,326 | $7.33M | 0.8% | -3.2% | 0.557% | |
| 2/2/2026 | Truist Financial Corp | 5,387 | $224K | 0.0% | -74.7% | 0.018% | |
| 2/2/2026 | CENTRAL TRUST Co | 130,624 | $5.44M | 0.1% | +9.0% | 0.446% | |
| 1/30/2026 | Wealthfront Advisers LLC | 5,083 | $212K | 0.0% | -8.7% | 0.017% | |
| 1/29/2026 | Comerica Bank | 4,209 | $175K | 0.0% | -59.5% | 0.014% | |
| 1/29/2026 | D.A. Davidson & CO. | 6,243 | $260K | 0.0% | -13.4% | 0.021% | |
| 1/29/2026 | UBS Group AG | 293,960 | $12.24M | 0.0% | +3.3% | 1.003% | |
| 1/29/2026 | Sanctuary Advisors LLC | 262,524 | $10.93M | 0.1% | +2.1% | 0.896% | |
| 1/29/2026 | Golden State Equity Partners | 11,696 | $487K | 0.1% | -57.4% | 0.040% | |
| 1/28/2026 | Atwood & Palmer Inc. | 46,701 | $1.94M | 0.1% | -1.1% | 0.159% | |