4/16/2025 | Wealth Enhancement Advisory Services LLC | 24,749 | $2.28M | 0.0% | -75.2% | 0.256% | |
4/16/2025 | Rockland Trust Co. | 800,625 | $73.69M | 3.7% | -0.2% | 8.297% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 2,584 | $238K | 0.0% | +12.9% | 0.027% | |
4/14/2025 | Octavia Wealth Advisors LLC | 186,696 | $17.18M | 2.1% | +5.4% | 1.935% | |
4/14/2025 | Miracle Mile Advisors LLC | 21,728 | $2M | 0.0% | -2.3% | 0.225% | |
4/9/2025 | Merit Financial Group LLC | 7,290 | $671K | 0.0% | +7.4% | 0.076% | |
4/8/2025 | Parallel Advisors LLC | 766 | $71K | 0.0% | N/A | 0.008% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 99,652 | $9.52M | 0.0% | +11.2% | 1.033% | |
3/13/2025 | Silver Oak Wealth Advisors Services LLC | 2,255 | $215K | 0.2% | N/A | 0.023% | |
2/25/2025 | Shufro Rose & Co. LLC | 6,110 | $584K | 0.0% | -2.4% | 0.064% | |
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2/24/2025 | Ameriflex Group Inc. | 385 | $38K | 0.0% | N/A | 0.004% | |
2/18/2025 | Mosaic Family Wealth Partners LLC | 5,554 | $531K | 0.1% | +2.8% | 0.057% | |
2/17/2025 | Cetera Investment Advisers | 13,629 | $1.30M | 0.0% | +77.0% | 0.139% | |
2/17/2025 | Cary Street Partners Financial LLC | 3,466 | $331K | 0.0% | N/A | 0.035% | |
2/17/2025 | Bank of America Corp DE | 288,261 | $27.55M | 0.0% | +5.2% | 2.950% | |
2/14/2025 | Comerica Bank | 391 | $37K | 0.0% | -27.7% | 0.004% | |
2/14/2025 | IHT Wealth Management LLC | 3,941 | $377K | 0.0% | +2.7% | 0.040% | |
2/14/2025 | Stifel Financial Corp | 10,143 | $969K | 0.0% | N/A | 0.104% | |
2/14/2025 | Tower Research Capital LLC TRC | 1,885 | $180K | 0.0% | -57.7% | 0.019% | |
2/13/2025 | Mariner LLC | 826,203 | $78.95M | 0.1% | -1.5% | 8.457% | |
2/13/2025 | Keystone Financial Group | 2,490 | $238K | 0.0% | N/A | 0.025% | |
2/13/2025 | Synovus Financial Corp | 2,223 | $213K | 0.0% | -49.9% | 0.023% | |
2/13/2025 | Raymond James Financial Inc. | 192,171 | $18.36M | 0.0% | N/A | 1.967% | |
2/13/2025 | Envestnet Asset Management Inc. | 12,695 | $1.21M | 0.0% | -6.7% | 0.130% | |
2/13/2025 | Wells Fargo & Company MN | 85,619 | $8.18M | 0.0% | +4.9% | 0.876% | |
2/12/2025 | Level Four Advisory Services LLC | 4,563 | $436K | 0.0% | +19.2% | 0.047% | |
2/12/2025 | Howe & Rusling Inc. | 1,326 | $127K | 0.0% | N/A | 0.014% | |
2/12/2025 | JPMorgan Chase & Co. | 23,522 | $2.25M | 0.0% | +2.9% | 0.241% | |
2/11/2025 | Crowley Wealth Management Inc. | 600 | $57K | 0.1% | N/A | 0.006% | |
2/11/2025 | LPL Financial LLC | 91,865 | $8.78M | 0.0% | +1.0% | 0.940% | |
2/11/2025 | Virtu Financial LLC | 2,579 | $246K | 0.0% | -85.6% | 0.026% | |
2/11/2025 | VSM Wealth Advisory LLC | 600 | $57K | 0.0% | N/A | 0.006% | |
2/10/2025 | Harbour Investments Inc. | 4,413 | $422K | 0.0% | -2.9% | 0.045% | |
2/10/2025 | Corient Private Wealth LLC | 4,311 | $412K | 0.0% | -11.3% | 0.044% | |
2/10/2025 | Phillips Financial Management LLC | 2,862 | $273K | 0.0% | -78.9% | 0.029% | |
2/10/2025 | Commonwealth Equity Services LLC | 49,613 | $4.74M | 0.0% | +21.2% | 0.508% | |
2/7/2025 | PFG Advisors | 13,589 | $1.30M | 0.1% | -1.1% | 0.139% | |
2/7/2025 | Independent Advisor Alliance | 13,397 | $1.28M | 0.0% | N/A | 0.137% | |
2/7/2025 | Naviter Wealth LLC | 6,851 | $655K | 0.1% | N/A | 0.070% | |
2/7/2025 | Rialto Wealth Management LLC | 1,347 | $129K | 0.0% | N/A | 0.014% | |
BREAKING: Trump Bans NVIDIA Chips to China (Ad) On April 16th, 2025, President Trump banned Nvidia from selling its most advanced semiconductors to China.
That brings the U.S. and China closer to war than at any time since the Korean War ended in 1953. There's a good chance you own at least one of these through a brokerage account, mutual fund, 401K, |
2/7/2025 | Larson Financial Group LLC | 976 | $93K | 0.0% | +3,966.7% | 0.010% | |
2/6/2025 | Raymond James Financial Inc. | 192,171 | $18.36M | 0.0% | N/A | 1.967% | |
2/6/2025 | Keybank National Association OH | 10,346 | $989K | 0.0% | -1.0% | 0.106% | |
2/6/2025 | Jones Financial Companies Lllp | 2,383 | $228K | 0.0% | +838.2% | 0.024% | |
2/5/2025 | Hanover Advisors Inc. | 5,231 | $500K | 0.2% | -13.1% | 0.054% | |
2/5/2025 | Oppenheimer & Co. Inc. | 8,971 | $857K | 0.0% | +4.5% | 0.092% | |
2/4/2025 | Lutz Financial Services LLC | 121,897 | $11.65M | 0.9% | -0.7% | 1.248% | |
2/3/2025 | Private Advisor Group LLC | 20,148 | $1.93M | 0.0% | -6.7% | 0.206% | |
1/31/2025 | Global Retirement Partners LLC | 888 | $85K | 0.0% | +244.2% | 0.009% | |
1/31/2025 | Truist Financial Corp | 31,231 | $2.98M | 0.0% | +13.0% | 0.320% | |
1/31/2025 | Ifrah Financial Services Inc. | 4,519 | $432K | 0.1% | +97.3% | 0.046% | |
1/30/2025 | Allworth Financial LP | 38,351 | $3.82M | 0.0% | N/A | 0.393% | |
1/29/2025 | Sovran Advisors LLC | 4,629 | $448K | 0.1% | N/A | 0.047% | |
1/29/2025 | Savant Capital LLC | 43,183 | $4.13M | 0.0% | -2.5% | 0.442% | |
1/28/2025 | Newbridge Financial Services Group Inc. | 444 | $42K | 0.0% | N/A | 0.005% | |
1/28/2025 | Kingsview Wealth Management LLC | 2,301 | $220K | 0.0% | -10.2% | 0.024% | |
1/28/2025 | Spectrum Investment Advisors Inc. | 8,826 | $843K | 0.6% | +6.9% | 0.090% | |
1/28/2025 | Archer Investment Corp | 722 | $69K | 0.0% | N/A | 0.007% | |
1/28/2025 | American Financial & Tax Strategies Inc. | 14,904 | $1.42M | 0.7% | -0.7% | 0.153% | |
1/24/2025 | OFC Financial Planning LLC | 6,214 | $594K | 0.6% | N/A | 0.064% | |
1/23/2025 | Stordahl Capital Management Inc. | 165,024 | $15.77M | 3.7% | -3.1% | 1.689% | |
1/17/2025 | Octavia Wealth Advisors LLC | 177,186 | $16.93M | 2.1% | -0.1% | 1.814% | |
1/15/2025 | Merit Financial Group LLC | 6,786 | $648K | 0.0% | -6.8% | 0.069% | |
1/14/2025 | Pinnacle Bancorp Inc. | 578 | $55K | 0.0% | +803.1% | 0.006% | |
1/14/2025 | Christopher J. Hasenberg Inc | 44,721 | $4.27M | 1.7% | +203,177.3% | 0.458% | |
1/14/2025 | Rockland Trust Co. | 802,012 | $76.64M | 3.9% | -0.3% | 8.209% | |
1/13/2025 | Miracle Mile Advisors LLC | 22,236 | $2.13M | 0.0% | -7.8% | 0.228% | |
1/13/2025 | Eastern Bank | 1,340 | $128K | 0.0% | +109.4% | 0.014% | |
1/13/2025 | Cooper Financial Group | 2,776 | $265K | 0.0% | +4.3% | 0.028% | |
12/26/2024 | JPMorgan Chase & Co. | 22,852 | $2.19M | 0.0% | +41.3% | 0.234% | |
11/25/2024 | Synovus Financial Corp | 4,440 | $425K | 0.0% | N/A | 0.045% | |
11/20/2024 | Virtu Financial LLC | 17,924 | $1.72M | 0.1% | N/A | 0.183% | |
11/15/2024 | EP Wealth Advisors LLC | 29,511 | $2.83M | 0.0% | +513.8% | 0.302% | |
11/15/2024 | HighTower Advisors LLC | 3,430 | $329K | 0.0% | N/A | 0.035% | |
11/14/2024 | Teachers Insurance & Annuity Association of America | 822 | $79K | 0.1% | N/A | 0.008% | |
11/13/2024 | FMR LLC | 1,379 | $132K | 0.0% | +52.4% | 0.014% | |
11/12/2024 | Meridian Wealth Management LLC | 4,379 | $419K | 0.0% | N/A | 0.045% | |
11/8/2024 | Aberdeen Wealth Management LLC | 123,208 | $11.80M | 7.7% | -1.5% | 1.261% | |
11/7/2024 | Thrivent Financial for Lutherans | 18,454 | $1.77M | 0.0% | -1.4% | 0.189% | |
11/6/2024 | Spectrum Investment Advisors Inc. | 8,257 | $790K | 0.5% | +4.4% | 0.085% | |
11/6/2024 | Schrum Private Wealth Management LLC | 3,000 | $287K | 0.1% | N/A | 0.031% | |
11/6/2024 | Oppenheimer & Co. Inc. | 8,582 | $822K | 0.0% | +11.4% | 0.088% | |
11/5/2024 | Aptus Capital Advisors LLC | 593 | $57K | 0.0% | N/A | 0.006% | |
11/5/2024 | Harbour Investments Inc. | 4,546 | $435K | 0.0% | -88.9% | 0.047% | |
11/1/2024 | Capital Performance Advisors LLP | 340 | $33K | 0.0% | N/A | 0.003% | |
10/30/2024 | Lutz Financial Services LLC | 122,795 | $11.76M | 1.0% | -1.8% | 1.257% | |
10/25/2024 | Trail Ridge Investment Advisors LLC | 3,814 | $368K | 0.2% | -3.4% | 0.039% | |
10/22/2024 | Private Advisor Group LLC | 21,589 | $2.07M | 0.0% | -0.8% | 0.221% | |
10/22/2024 | Eastern Bank | 640 | $61K | 0.0% | N/A | 0.007% | |
10/18/2024 | Raymond James & Associates | 50,909 | $4.87M | 0.0% | -6.6% | 0.521% | |
The U.S. just rewrote the rules of retirement (Ad) For decades, Wall Street told retirees to stick with big names, stay diversified, and live off dividends. But Tim Plaehn says those rules no longer apply — and the 2025 trade war is exposing just how fragile that plan really was.
Tim just released a video briefing explaining how the global shift is hammering traditional income stocks — and how a few U.S.-focused companies are built to weather the chaos. Watch the 2025 Trade War dividend protection briefing now |
10/16/2024 | Asset Dedication LLC | 2,214 | $212K | 0.0% | -9.4% | 0.023% | |
10/11/2024 | Creative Planning | 10,032 | $960K | 0.0% | -7.5% | 0.103% | |
10/10/2024 | Octavia Wealth Advisors LLC | 177,407 | $16.98M | 2.1% | +5.8% | 1.816% | |
10/8/2024 | Stordahl Capital Management Inc. | 170,308 | $16.14M | 3.8% | -0.5% | 1.743% | |
10/5/2024 | Halpern Financial Inc. | 1,648 | $156K | 0.0% | -55.4% | 0.017% | |
10/3/2024 | Rockland Trust Co. | 804,681 | $77.03M | 3.8% | +0.6% | 8.236% | |
9/11/2024 | Newbridge Financial Services Group Inc. | 444 | $39K | 0.0% | N/A | 0.005% | |
8/22/2024 | Cetera Investment Advisers | 14,886 | $1.30M | 0.0% | +8.7% | 0.152% | |
8/21/2024 | Truist Financial Corp | 24,529 | $2.15M | 0.0% | +0.6% | 0.251% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 105,556 | $9.24M | 0.0% | +38.5% | 1.080% | |