| 5/22/2026 | Independent Wealth Advisors LLC | 5,787 | $298K | 0.3% | N/A | 1.411% | |
| 5/19/2026 | Western Wealth Management LLC | 1,798 | $93K | 0.0% | N/A | 0.439% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 623 | $32K | 0.0% | N/A | 0.152% | |
| 4/20/2026 | First PREMIER Bank | 6,529 | $337K | 0.1% | +185.6% | 1.592% | |
| 2/17/2026 | Hyundai Investments Co. Ltd. | 8,048 | $414K | 0.4% | N/A | 1.712% | |
| 2/11/2026 | Comprehensive Wealth Management LLC | 24,699 | $1.27M | 0.8% | -4.5% | 5.255% | |
| 2/10/2026 | Frederick Financial Consultants LLC | 73,820 | $3.81M | 2.1% | +0.8% | 15.706% | |
| 2/5/2026 | Allworth Financial LP | 565 | $29K | 0.0% | N/A | 0.120% | |
| 1/23/2026 | First PREMIER Bank | 2,286 | $118K | 0.0% | +94.9% | 0.486% | |
| 11/17/2025 | Susquehanna International Group LLP | 10,504 | $537K | 0.0% | +38.3% | 2.235% | |
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 |
| 11/17/2025 | National Bank of Canada FI | 7,046 | $359K | 0.0% | +8.0% | 1.499% | |
| 11/14/2025 | Raymond James Financial Inc. | 43,298 | $2.21M | 0.0% | +2.1% | 9.212% | |
| 11/4/2025 | Comprehensive Wealth Management LLC | 25,853 | $1.32M | 0.9% | -6.5% | 5.501% | |
| 10/15/2025 | First PREMIER Bank | 1,173 | $60K | 0.0% | +14,562.5% | 0.250% | |
| 8/14/2025 | Raymond James Financial Inc. | 42,403 | $2.10M | 0.0% | +9.4% | 9.022% | |
| 8/12/2025 | Financial Advocates Investment Management | 4,514 | $224K | 0.0% | -7.4% | 0.960% | |
| 8/5/2025 | Frederick Financial Consultants LLC | 71,810 | $3.56M | 2.2% | +2.4% | 15.118% | |
| 5/19/2025 | Jane Street Group LLC | 6,088 | $297K | 0.0% | -44.6% | 1.230% | |
| 5/13/2025 | Comprehensive Wealth Management LLC | 34,039 | $1.66M | 1.2% | +2.5% | 6.877% | |
| 5/12/2025 | National Bank of Canada FI | 6,583 | $320K | 0.0% | +5.1% | 1.330% | |
| 5/2/2025 | Frederick Financial Consultants LLC | 70,126 | $3.42M | 2.5% | +4.8% | 14.167% | |
| 2/14/2025 | Jane Street Group LLC | 10,985 | $542K | 0.0% | N/A | 1.944% | |
| 2/14/2025 | Frederick Financial Consultants LLC | 66,901 | $3.30M | 2.6% | N/A | 11.841% | |
| 2/13/2025 | Raymond James Financial Inc. | 38,123 | $1.88M | 0.0% | N/A | 6.747% | |
| 2/12/2025 | National Bank of Canada FI | 6,264 | $309K | 0.0% | +3.4% | 1.109% | |
| 2/11/2025 | Comprehensive Wealth Management LLC | 33,195 | $1.64M | 1.2% | -1.2% | 5.875% | |
| 2/6/2025 | Raymond James Financial Inc. | 38,123 | $1.88M | 0.0% | N/A | 6.747% | |
| 1/27/2025 | Financial Advocates Investment Management | 5,215 | $257K | 0.0% | -4.9% | 0.923% | |
| 11/14/2024 | CreativeOne Wealth LLC | 8,804 | $439K | 0.0% | -34.2% | 1.558% | |
| 11/6/2024 | Comprehensive Wealth Management LLC | 33,608 | $1.68M | 1.1% | +37.1% | 5.948% | |
| 10/25/2024 | Financial Advocates Investment Management | 5,484 | $273K | 0.0% | -7.9% | 0.971% | |
| 7/19/2024 | Raymond James & Associates | 39,425 | $1.93M | 0.0% | -23.7% | 6.978% | |
| 5/14/2024 | CreativeOne Wealth LLC | 13,041 | $642K | 0.0% | -17.3% | 2.308% | |
| 2/14/2024 | Personal CFO Solutions LLC | 90,400 | $4.40M | 0.8% | -0.3% | 13.294% | |
| 2/9/2024 | CreativeOne Wealth LLC | 15,761 | $767K | 0.0% | +3.6% | 2.318% | |
| 2/8/2024 | Financial Advocates Investment Management | 7,257 | $353K | 0.0% | -3.6% | 1.067% | |
| 2/6/2024 | National Bank of Canada FI | 5,766 | $279K | 0.0% | -4.1% | 0.848% | |
| 1/16/2024 | Raymond James & Associates | 51,412 | $2.50M | 0.0% | +2.5% | 7.561% | |
| 11/13/2023 | Personal CFO Solutions LLC | 90,693 | $4.31M | 0.8% | +1.2% | 13.337% | |
| 10/27/2023 | Financial Advocates Investment Management | 7,528 | $357K | 0.0% | -8.7% | 1.107% | |
PH: Do THESE 4 things to your bank account now … (Ad) In a few short months, the US government could gain unprecedented powers over personal bank accounts - including the ability to track every transaction or freeze funds.
Martin D. Weiss, PhD, founder of Weiss Ratings, has identified 4 simple steps Americans can take today to help safeguard their savings before any changes take effect. Discover all 4 steps to help protect your bank account now |
| 10/25/2023 | Cutler Investment Counsel LLC | 8,603 | $408K | 0.1% | +3.8% | 1.265% | |
| 10/24/2023 | Raymond James & Associates | 50,154 | $2.38M | 0.0% | +1.8% | 7.376% | |
| 10/17/2023 | CreativeOne Wealth LLC | 15,218 | $723K | 0.1% | +68.5% | 2.238% | |
| 8/10/2023 | Personal CFO Solutions LLC | 89,657 | $4.34M | 0.9% | +3.9% | 12.994% | |
| 8/2/2023 | Bank of Montreal Can | 5,666 | $275K | 0.0% | N/A | 0.821% | |
| 7/26/2023 | National Bank of Canada FI | 6,036 | $292K | 0.0% | -3.4% | 0.875% | |
| 7/25/2023 | Raymond James & Associates | 49,267 | $2.38M | 0.0% | -2.5% | 7.140% | |
| 5/11/2023 | Financial Advocates Investment Management | 8,510 | $408K | 0.0% | -5.0% | 1.120% | |
| 5/11/2023 | Cutler Investment Counsel LLC | 8,174 | $392K | 0.1% | -2.9% | 1.076% | |
| 5/10/2023 | Moran Wealth Management LLC | 65,506 | $3.14M | 0.1% | -31.5% | 8.619% | |
| 5/9/2023 | Personal CFO Solutions LLC | 86,293 | $4.14M | 0.9% | -0.4% | 11.354% | |
| 4/14/2023 | Raymond James & Associates | 50,539 | $2.42M | 0.0% | -11.7% | 6.650% | |
| 4/12/2023 | National Bank of Canada FI | 6,248 | $300K | 0.0% | +4.0% | 0.822% | |
| 2/13/2023 | Moran Wealth Management LLC | 95,656 | $4.50M | 0.2% | N/A | 11.809% | |
| 2/8/2023 | Raymond James & Associates | 57,235 | $2.69M | 0.0% | -1.5% | 7.066% | |
| 2/1/2023 | Bank of Montreal Can | 12,416 | $592K | 0.0% | N/A | 1.533% | |
| 1/24/2023 | National Bank of Canada FI | 6,008 | $282K | 0.0% | -6.0% | 0.742% | |
| 11/1/2022 | Personal CFO Solutions LLC | 91,010 | $4.09M | 1.0% | +1.6% | 10.342% | |
| 10/25/2022 | Raymond James & Associates | 58,111 | $2.61M | 0.0% | -0.4% | 6.457% | |
| 8/12/2022 | Financial Advocates Investment Management | 9,171 | $426K | 0.0% | -3.0% | 0.986% | |
| 8/5/2022 | Personal CFO Solutions LLC | 89,618 | $4.16M | 1.0% | +3.3% | 9.636% | |
| 7/19/2022 | Cutler Investment Counsel LLC | 8,778 | $408K | 0.1% | +3.7% | 0.944% | |
| 5/11/2022 | Financial Advocates Investment Management | 9,457 | $469K | 0.0% | -17.7% | 1.001% | |
| 5/10/2022 | ProShare Advisors LLC | 22,068 | $1.10M | 0.0% | -25.0% | 2.335% | |
| 5/10/2022 | Cutler Investment Counsel LLC | 8,466 | $420K | 0.1% | +2.6% | 0.896% | |
| 5/5/2022 | National Bank of Canada FI | 6,244 | $309K | 0.0% | +6.0% | 0.647% | |
| 5/2/2022 | Personal CFO Solutions LLC | 86,770 | $4.31M | 0.8% | +4.8% | 8.992% | |