| 6/3/2026 | Parallel Advisors LLC | 560 | $47K | 0.0% | +67.2% | 0.004% | |
| 6/3/2026 | NewEdge Advisors LLC | 4,375 | $370K | 0.0% | +1,925.5% | 0.031% | |
| 5/19/2026 | Western Wealth Management LLC | 761 | $64K | 0.0% | N/A | 0.005% | |
| 5/19/2026 | Bank of America Corp DE | 221,975 | $18.76M | 0.0% | +2.8% | 1.597% | |
| 5/19/2026 | JTC Employer Solutions Trustee Ltd | 3,402 | $287K | 0.0% | +88.8% | 0.024% | |
| 5/19/2026 | Arkadios Wealth Advisors | 7,407 | $626K | 0.0% | +3.0% | 0.053% | |
| 5/18/2026 | Royal Bank of Canada | 83,855 | $7.09M | 0.0% | +429.2% | 0.603% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 16,687 | $1.41M | 0.0% | N/A | 0.120% | |
| 5/16/2026 | Copley Financial Group Inc. | 5,932 | $501K | 0.3% | -2.4% | 0.043% | |
| 5/14/2026 | Lido Advisors LLC | 2,371 | $200K | 0.0% | N/A | 0.017% | |
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 | Cetera Investment Advisers | 49,548 | $4.19M | 0.0% | -44.7% | 0.356% | |
| 5/12/2026 | Barometer Capital Management Inc. | 7,400 | $625K | 0.3% | N/A | 0.053% | |
| 5/8/2026 | CVS HEALTH Corp | 6,000 | $507K | 0.2% | N/A | 0.043% | |
| 5/7/2026 | Parallel Advisors LLC | 560 | $47K | 0.0% | +67.2% | 0.004% | |
| 5/6/2026 | Gould Asset Management LLC CA | 3,662 | $309K | 0.1% | +6.5% | 0.026% | |
| 5/5/2026 | Wealthfront Advisers LLC | 5,526 | $467K | 0.0% | +6.3% | 0.040% | |
| 5/5/2026 | D.A. Davidson & CO. | 21,303 | $1.80M | 0.0% | +22.3% | 0.153% | |
| 5/5/2026 | IMC Chicago LLC | 5,199 | $439K | 0.0% | N/A | 0.037% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 760 | $64K | 0.0% | N/A | 0.005% | |
| 5/5/2026 | Mandatum Life Insurance Co Ltd | 63,377 | $5.36M | 1.2% | +5.0% | 0.456% | |
| 5/5/2026 | Sanctuary Advisors LLC | 15,044 | $1.27M | 0.0% | +21.3% | 0.108% | |
| 5/5/2026 | Conservest Capital Advisors Inc. | 37,741 | $3.19M | 0.3% | -3.8% | 0.272% | |
| 5/2/2026 | International Assets Investment Management LLC | 2,905 | $246K | 0.0% | N/A | 0.021% | |
| 5/1/2026 | Fifth Third Bancorp | 16,057 | $1.36M | 0.0% | N/A | 0.116% | |
| 4/30/2026 | First National Bank & Trust Co. of Newtown | 12,712 | $1.07M | 0.2% | -14.8% | 0.091% | |
| 4/30/2026 | Kestra Advisory Services LLC | 2,501 | $211K | 0.0% | +54.7% | 0.018% | |
| 4/29/2026 | Childress Capital Advisors LLC | 2,800 | $237K | 0.0% | N/A | 0.020% | |
| 4/28/2026 | Retirement Financial Solutions LLC | 137,429 | $11.61M | 3.3% | N/A | 0.989% | |
| 4/28/2026 | NBT Bank N A NY | 19,012 | $1.61M | 0.1% | -7.3% | 0.137% | |
| 4/28/2026 | Evolution Wealth Management Inc. | 527 | $45K | 0.0% | N/A | 0.004% | |
| 4/27/2026 | Private Advisor Group LLC | 6,808 | $575K | 0.0% | +3.7% | 0.049% | |
| 4/23/2026 | Financial & Tax Architects LLC | 4,146 | $350K | 0.1% | N/A | 0.028% | |
| 4/23/2026 | Comprehensive Money Management Services LLC | 22,804 | $1.93M | 1.3% | +3.2% | 0.154% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 4,195 | $355K | 0.0% | +6.5% | 0.028% | |
| 4/21/2026 | Corecam AG | 20,710 | $1.75M | 1.5% | N/A | 0.139% | |
| 4/21/2026 | Fiduciary Alliance LLC | 35,464 | $2.97M | 0.2% | N/A | 0.239% | |
| 4/20/2026 | Keudell Morrison Wealth Management | 69,054 | $5.84M | 1.2% | N/A | 0.465% | |
| 4/17/2026 | Brookstone Capital Management | 6,824 | $577K | 0.0% | +7.8% | 0.046% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 3,299 | $240K | 0.0% | +8.5% | 0.032% | |
| 3/12/2026 | Nalls Sherbakoff Group LLC | 368 | $27K | 0.0% | N/A | 0.004% | |
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 |
| 3/2/2026 | Corecam Pte. Ltd. | 7,270 | $529K | 0.3% | N/A | 0.070% | |
| 2/18/2026 | Widmann Financial Services Inc. | 28,261 | $2.06M | 1.3% | +7.0% | 0.272% | |
| 2/18/2026 | IHT Wealth Management LLC | 22,543 | $1.64M | 0.0% | -27.8% | 0.217% | |
| 2/17/2026 | EFG International AG | 413 | $30K | 0.0% | N/A | 0.004% | |
| 2/17/2026 | Cetera Investment Advisers | 89,536 | $6.52M | 0.0% | +1.9% | 0.861% | |
| 2/17/2026 | Equitable Holdings Inc. | 6,097 | $444K | 0.0% | -32.9% | 0.059% | |
| 2/17/2026 | Osaic Holdings Inc. | 16,718 | $1.22M | 0.0% | -9.9% | 0.161% | |
| 2/17/2026 | Captrust Financial Advisors | 4,509 | $328K | 0.0% | -10.3% | 0.043% | |
| 2/17/2026 | Royal Bank of Canada | 15,845 | $1.15M | 0.0% | -6.5% | 0.152% | |
| 2/17/2026 | Blair William & Co. IL | 12,658 | $921K | 0.0% | +2.9% | 0.122% | |
| 2/17/2026 | Copley Financial Group Inc. | 6,077 | $442K | 0.3% | -16.6% | 0.058% | |
| 2/16/2026 | MML Investors Services LLC | 4,286 | $312K | 0.0% | N/A | 0.041% | |
| 2/16/2026 | Focus Partners Wealth | 20,215 | $1.47M | 0.0% | N/A | 0.194% | |
| 2/16/2026 | Arax Advisory Partners | 348 | $25K | 0.0% | N/A | 0.003% | |
| 2/13/2026 | Kestra Advisory Services LLC | 1,617 | $118K | 0.0% | N/A | 0.016% | |
| 2/13/2026 | Stifel Financial Corp | 36,131 | $2.63M | 0.0% | -8.8% | 0.347% | |
| 2/13/2026 | Commerce Bank | 11,028 | $803K | 0.0% | -10.8% | 0.106% | |
| 2/13/2026 | Arkadios Wealth Advisors | 7,194 | $524K | 0.0% | +7.9% | 0.069% | |
| 2/13/2026 | State Street Corp | 4,700 | $342K | 0.0% | -31.9% | 0.045% | |
| 2/13/2026 | Wells Fargo & Company MN | 29,650 | $2.16M | 0.0% | -30.7% | 0.285% | |
| 2/12/2026 | Advocate Investing Services LLC | 15,261 | $1.11M | 1.0% | N/A | 0.147% | |
| 2/12/2026 | Conservest Capital Advisors Inc. | 39,233 | $2.86M | 0.3% | +1.8% | 0.377% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 26,595 | $1.94M | 0.0% | -2.5% | 0.256% | |
| 2/12/2026 | Pettinga Financial Advisors LLC | 3,290 | $239K | 0.0% | -27.5% | 0.032% | |
| 2/12/2026 | Bank of Montreal Can | 527 | $38K | 0.0% | -32.4% | 0.005% | |
| 2/12/2026 | Stamos Capital Partners L.P. | 20,448 | $1.49M | 0.2% | +208.0% | 0.197% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 3,940 | $287K | 0.0% | -13.3% | 0.038% | |
| 2/11/2026 | Capital Analysts LLC | 1,532 | $112K | 0.0% | +414.1% | 0.015% | |
| 2/11/2026 | LPL Financial LLC | 140,139 | $10.20M | 0.0% | -1.9% | 1.347% | |
| 2/11/2026 | Strategic Wealth Investment Group LLC | 21,468 | $1.56M | 0.2% | -39.3% | 0.206% | |
| 2/11/2026 | Mandatum Life Insurance Co Ltd | 60,352 | $4.39M | 1.0% | +24.2% | 0.580% | |
| 2/11/2026 | Vise Technologies Inc. | 5,200 | $379K | 0.0% | N/A | 0.050% | |
| 2/11/2026 | Daiwa Securities Group Inc. | 34,650 | $2.52M | 0.0% | +6.8% | 0.333% | |
| 2/10/2026 | Fortis Advisors LLC | 36,146 | $2.63M | 1.4% | -20.1% | 0.348% | |
| 2/10/2026 | Linscomb Wealth Inc. | 7,400 | $539K | 0.0% | -14.0% | 0.071% | |
| 2/9/2026 | Prospera Financial Services Inc | 4,316 | $314K | 0.0% | -3.0% | 0.042% | |
| 2/6/2026 | Private Wealth Advisors LLC | 8,181 | $595K | 0.2% | +188.8% | 0.079% | |
| 2/6/2026 | HighTower Advisors LLC | 13,250 | $964K | 0.0% | -4.6% | 0.127% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 8,011 | $581K | 0.0% | N/A | 0.077% | |
| 2/2/2026 | Oppenheimer Asset Management Inc. | 63,788 | $4.64M | 0.1% | -1.7% | 0.671% | |
| 1/30/2026 | Citizens Financial Group Inc. RI | 9,679 | $705K | 0.0% | +2.5% | 0.102% | |
| 1/30/2026 | Wealthfront Advisers LLC | 5,199 | $378K | 0.0% | +7.4% | 0.055% | |
| 1/29/2026 | Comerica Bank | 14,630 | $1.07M | 0.0% | -20.1% | 0.157% | |
| 1/29/2026 | First National Bank & Trust Co. of Newtown | 14,917 | $1.09M | 0.2% | -6.2% | 0.160% | |
| 1/29/2026 | D.A. Davidson & CO. | 17,423 | $1.27M | 0.0% | +169.5% | 0.187% | |
| 1/29/2026 | UBS Group AG | 159,917 | $11.64M | 0.0% | -8.7% | 1.720% | |
| 1/29/2026 | NBC Securities Inc. | 1,563 | $114K | 0.0% | -22.6% | 0.017% | |
| 1/28/2026 | Arkansas Financial Group Inc. | 10,800 | $786K | 0.1% | -3.1% | 0.116% | |
| 1/28/2026 | O ROURKE & COMPANY Inc | 4,556 | $332K | 0.1% | +7.5% | 0.049% | |
| 1/28/2026 | M&T Bank Corp | 77,330 | $5.63M | 0.0% | +648.5% | 0.832% | |
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 |
| 1/27/2026 | TD Waterhouse Canada Inc. | 16,995 | $1.24M | 0.0% | +5,295.2% | 0.183% | |
| 1/27/2026 | Krilogy Financial LLC | 84,026 | $6.72M | 0.2% | N/A | 0.904% | |
| 1/26/2026 | CWM LLC | 412 | $30K | 0.0% | -66.0% | 0.005% | |
| 1/23/2026 | Farther Finance Advisors LLC | 808 | $59K | 0.0% | +59.1% | 0.009% | |
| 1/23/2026 | Live Oak Private Wealth LLC | 4,600 | $335K | 0.0% | N/A | 0.053% | |
| 1/23/2026 | Fifth Third Securities Inc. | 8,120 | $591K | 0.0% | +10.8% | 0.093% | |
| 1/22/2026 | Comprehensive Money Management Services LLC | 22,094 | $1.61M | 1.1% | +21.2% | 0.253% | |
| 1/20/2026 | Ethos Financial Group LLC | 10,067 | $733K | 0.1% | -5.9% | 0.122% | |
| 1/20/2026 | Sovran Advisors LLC | 8,536 | $663K | 0.1% | +24.0% | 0.103% | |
| 1/15/2026 | Brookstone Capital Management | 6,330 | $461K | 0.0% | +7.1% | 0.080% | |