| 7/10/2026 | Annex Advisory Services LLC | 476,282 | $28.92M | 0.5% | N/A | 3.005% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 19,126 | $1.16M | 0.0% | -2.3% | 0.121% | |
| 7/10/2026 | Warner Financial Inc. | 9,850 | $598K | 0.2% | +87.4% | 0.062% | |
| 7/9/2026 | Centurion Wealth Management LLC | 10,327 | $627K | 0.1% | -12.4% | 0.065% | |
| 6/18/2026 | Western Wealth Management LLC | 6,324 | $276K | 0.0% | +16.9% | 0.040% | |
| 6/3/2026 | NewEdge Advisors LLC | 961 | $42K | 0.0% | -34.1% | 0.006% | |
| 5/19/2026 | Western Wealth Management LLC | 6,324 | $276K | 0.0% | +16.9% | 0.040% | |
| 5/19/2026 | Bank of America Corp DE | 1,646,229 | $71.86M | 0.0% | -9.1% | 10.419% | |
| 5/19/2026 | Centaurus Financial Inc. | 2,300 | $100K | 0.0% | -73.3% | 0.015% | |
| 5/18/2026 | Sunbelt Securities Inc. | 2,298 | $100K | 0.0% | -13.1% | 0.015% | |
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| 5/18/2026 | Royal Bank of Canada | 141,754 | $6.19M | 0.0% | +4.0% | 0.897% | |
| 5/15/2026 | Waverly Advisors LLC | 1,000 | $44K | 0.0% | N/A | 0.006% | |
| 5/14/2026 | Crosspoint Financial LLC | 50,359 | $2.20M | 5.5% | -0.8% | 0.319% | |
| 5/14/2026 | Lido Advisors LLC | 38,566 | $1.68M | 0.0% | +5.2% | 0.244% | |
| 5/13/2026 | Cetera Investment Advisers | 43,352 | $1.89M | 0.0% | -21.9% | 0.274% | |
| 5/13/2026 | Petra Financial Advisors Inc. | 26,072 | $1.14M | 0.7% | -5.5% | 0.165% | |
| 5/8/2026 | Pacific Sun Financial Corp | 13,713 | $599K | 0.3% | +42.6% | 0.087% | |
| 5/7/2026 | Nelson Capital Management LLC | 93,899 | $4.10M | 0.5% | -0.4% | 0.594% | |
| 5/7/2026 | Crescent Grove Advisors LLC | 28,336 | $1.24M | 0.1% | -17.4% | 0.179% | |
| 5/6/2026 | Bessemer Group Inc. | 1,490 | $65K | 0.0% | N/A | 0.009% | |
| 5/4/2026 | Y.D. More Investments Ltd | 1,745 | $76K | 0.0% | -22.3% | 0.011% | |
| 4/30/2026 | Kestra Advisory Services LLC | 9,956 | $435K | 0.0% | +163.7% | 0.062% | |
| 4/29/2026 | Penobscot Investment Management Company Inc. | 9,006 | $393K | 0.0% | -3.7% | 0.056% | |
| 4/27/2026 | PFG Investments LLC | 4,860 | $212K | 0.0% | +16.5% | 0.030% | |
| 4/27/2026 | Private Advisor Group LLC | 31,291 | $1.37M | 0.0% | +534.8% | 0.196% | |
| 4/23/2026 | Intrua Financial LLC | 18,405 | $803K | 0.1% | -10.3% | 0.115% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 47,739 | $2.08M | 0.0% | N/A | 0.298% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 8,953 | $391K | 0.0% | +7.8% | 0.056% | |
| 4/17/2026 | Krilogy Financial LLC | 17,864 | $826K | 0.0% | -9.4% | 0.110% | |
| 4/17/2026 | Rainier Family Wealth Inc. | 33,222 | $1.45M | 1.0% | +22.3% | 0.205% | |
| 4/17/2026 | Capital Advisors Ltd. LLC | 7,724 | $337K | 0.0% | +32,083.3% | 0.048% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 10,602 | $510K | 0.0% | -3.3% | 0.063% | |
| 2/26/2026 | Anchor Investment Management LLC | 2,141 | $103K | 0.0% | +16.9% | 0.013% | |
| 2/20/2026 | Sunbelt Securities Inc. | 2,643 | $127K | 0.0% | -26.0% | 0.016% | |
| 2/18/2026 | NewEdge Advisors LLC | 1,458 | $70K | 0.0% | -84.9% | 0.009% | |
| 2/18/2026 | Stenham Asset Management Ltd | 20,378 | $981K | 0.5% | +17.8% | 0.122% | |
| 2/18/2026 | OLD Mission Capital LLC | 5,988 | $288K | 0.0% | -79.3% | 0.036% | |
| 2/18/2026 | Opus Financial Solutions LLC | 4,218 | $203K | 0.2% | N/A | 0.025% | |
| 2/18/2026 | Banco Bilbao Vizcaya Argentaria S.A. | 10,000 | $486K | 0.0% | N/A | 0.060% | |
| 2/17/2026 | Cetera Investment Advisers | 55,535 | $2.67M | 0.0% | -0.7% | 0.333% | |
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| 2/17/2026 | Kovack Advisors Inc. | 12,595 | $606K | 0.0% | N/A | 0.075% | |
| 2/17/2026 | Osaic Holdings Inc. | 112,603 | $5.42M | 0.0% | -28.1% | 0.674% | |
| 2/17/2026 | Royal Bank of Canada | 136,243 | $6.56M | 0.0% | +2.3% | 0.816% | |
| 2/16/2026 | MML Investors Services LLC | 15,315 | $737K | 0.0% | -23.8% | 0.092% | |
| 2/16/2026 | Mariner LLC | 26,466 | $1.27M | 0.0% | -9.5% | 0.158% | |
| 2/16/2026 | 1 North Wealth Services LLC | 43,532 | $2.10M | 0.7% | +4.5% | 0.261% | |
| 2/13/2026 | Kestra Advisory Services LLC | 3,776 | $182K | 0.0% | -48.2% | 0.023% | |
| 2/13/2026 | Visionary Wealth Advisors | 12,624 | $607K | 0.0% | -1.8% | 0.076% | |
| 2/13/2026 | J. Mark Nickell & Co. | 4,775 | $230K | 0.2% | N/A | 0.029% | |
| 2/13/2026 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,726 | $83K | 0.0% | N/A | 0.010% | |
| 2/13/2026 | Wells Fargo & Company MN | 1,425 | $69K | 0.0% | +211.1% | 0.009% | |
| 2/12/2026 | Jane Street Group LLC | 88,948 | $4.28M | 0.0% | +268.9% | 0.533% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 54,683 | $2.63M | 0.0% | -5.7% | 0.327% | |
| 2/12/2026 | Titleist Asset Management LLC | 13,570 | $653K | 0.1% | +4.5% | 0.081% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 29,809 | $1.43M | 0.0% | -5.5% | 0.178% | |
| 2/12/2026 | Bank of Montreal Can | 50,303 | $2.42M | 0.0% | +9.4% | 0.301% | |
| 2/12/2026 | Sava Penzisko Drushtvo A.D. Skopje | 117,569 | $5.66M | 1.8% | -63.2% | 0.704% | |
| 2/12/2026 | Kovack Advisors Inc. | 12,593 | $606K | 0.0% | N/A | 0.075% | |
| 2/11/2026 | LPL Financial LLC | 330,584 | $15.91M | 0.0% | -2.8% | 1.980% | |
| 2/11/2026 | Wharton Business Group LLC | 306,385 | $14.74M | 0.6% | -1.7% | 1.835% | |
| 2/11/2026 | Pinebridge Investments LLC | 22,090 | $1.06M | 0.0% | N/A | 0.132% | |
| 2/11/2026 | Crescent Grove Advisors LLC | 34,290 | $1.65M | 0.2% | +2.9% | 0.205% | |
| 2/10/2026 | Lido Advisors LLC | 36,661 | $1.89M | 0.0% | +19.2% | 0.220% | |
| 2/10/2026 | WCG Wealth Advisors LLC | 19,462 | $937K | 0.0% | +5.4% | 0.117% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 39,719 | $1.91M | 0.0% | -14.2% | 0.238% | |
| 2/10/2026 | Rational Advisors Inc. | 4,563 | $220K | 0.0% | -63.9% | 0.027% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 14,592 | $702K | 0.0% | +9.8% | 0.087% | |
| 2/6/2026 | Cullen Frost Bankers Inc. | 1,233 | $59K | 0.0% | N/A | 0.007% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 855 | $41K | 0.0% | -35.9% | 0.005% | |
| 2/6/2026 | Csenge Advisory Group | 29,276 | $1.41M | 0.1% | +4.6% | 0.175% | |
| 2/6/2026 | HighTower Advisors LLC | 73,609 | $3.54M | 0.0% | -44.8% | 0.441% | |
| 2/5/2026 | Intrua Financial LLC | 20,519 | $987K | 0.1% | -14.7% | 0.123% | |
| 2/5/2026 | AlphaCore Capital LLC | 1,775 | $85K | 0.0% | N/A | 0.011% | |
| 2/5/2026 | Western Wealth Management LLC | 5,411 | $260K | 0.0% | N/A | 0.032% | |
| 2/5/2026 | Pacific Sun Financial Corp | 9,617 | $463K | 0.2% | +55.3% | 0.058% | |
| 2/4/2026 | Naples Global Advisors LLC | 16,705 | $804K | 0.1% | +8.8% | 0.100% | |
| 2/2/2026 | Truist Financial Corp | 15,445 | $743K | 0.0% | +4.1% | 0.092% | |
| 1/29/2026 | Aprio Wealth Management LLC | 53,381 | $2.57M | 0.2% | +2.3% | 0.318% | |
| 1/29/2026 | UBS Group AG | 299,688 | $14.42M | 0.0% | -0.4% | 1.784% | |
| 1/28/2026 | Cora Capital Advisors LLC | 22,049 | $1.06M | 0.4% | +3.5% | 0.131% | |
| 1/27/2026 | Krilogy Financial LLC | 19,720 | $961K | 0.0% | -18.7% | 0.117% | |
| 1/26/2026 | Key Capital Management INC | 574 | $28K | 0.0% | N/A | 0.003% | |
| 1/26/2026 | CWM LLC | 12,015 | $578K | 0.0% | -5.1% | 0.072% | |
| 1/26/2026 | PFG Investments LLC | 4,171 | $201K | 0.0% | +7.8% | 0.025% | |
| 1/23/2026 | Farther Finance Advisors LLC | 7,887 | $380K | 0.0% | +302.6% | 0.046% | |
| 1/23/2026 | Dara Capital US Inc. | 17,115 | $824K | 0.7% | N/A | 0.100% | |
| 1/21/2026 | Petra Financial Advisors Inc. | 27,577 | $1.33M | 0.8% | -2.3% | 0.161% | |
| 1/21/2026 | Raleigh Capital Management Inc. | 873 | $42K | 0.0% | N/A | 0.005% | |
| 1/21/2026 | Warner Financial Inc. | 4,651 | $224K | 0.1% | -31.1% | 0.027% | |
| 1/21/2026 | Sound Income Strategies LLC | 1,099 | $54K | 0.0% | N/A | 0.006% | |
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad) Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain. Get the name and ticker of Louis Navellier's #1 AI stock free |
| 1/21/2026 | Sowell Financial Services LLC | 4,733 | $228K | 0.0% | -7.1% | 0.028% | |
| 1/20/2026 | Rainier Family Wealth Inc. | 27,160 | $1.31M | 1.0% | +31.4% | 0.159% | |
| 1/15/2026 | Silver Oak Securities Incorporated | 8,305 | $404K | 0.0% | -4.5% | 0.049% | |
| 1/14/2026 | Spire Wealth Management | 36,380 | $1.75M | 0.1% | +8.4% | 0.213% | |
| 1/14/2026 | Wealthcare Advisory Partners LLC | 22,476 | $1.08M | 0.0% | -17.9% | 0.131% | |
| 1/12/2026 | Bulwark Capital Corp | 9,670 | $465K | 0.3% | -28.1% | 0.056% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 5,906 | $289K | 0.0% | -38.4% | 0.034% | |
| 12/23/2025 | Triumph Capital Management | 2,402 | $126K | 0.0% | N/A | 0.013% | |
| 12/3/2025 | Crosspoint Financial LLC | 50,906 | $2.66M | 6.5% | -2.4% | 0.285% | |
| 11/20/2025 | Centaurus Financial Inc. | 8,188 | $428K | 0.0% | -5.3% | 0.046% | |