8/18/2025 | Goodman Advisory Group LLC | 503 | $26K | 0.0% | N/A | 0.001% | |
8/15/2025 | Captrust Financial Advisors | 14,595 | $750K | 0.0% | -24.2% | 0.036% | |
8/13/2025 | Baird Financial Group Inc. | 103,739 | $5.33M | 0.0% | +26.3% | 0.258% | |
8/13/2025 | WCG Wealth Advisors LLC | 327,476 | $16.82M | 1.1% | -21.3% | 0.815% | |
8/12/2025 | JPMorgan Chase & Co. | 1,168,929 | $60.04M | 0.0% | -29.5% | 2.910% | |
8/8/2025 | Keyvantage Wealth LLC | 134,162 | $6.89M | 3.1% | -0.5% | 0.340% | |
8/7/2025 | 49 Wealth Management LLC | 8,442 | $434K | 0.0% | -9.3% | 0.021% | |
8/7/2025 | Davis R M Inc. | 315,353 | $16.20M | 0.3% | +4.1% | 0.799% | |
8/5/2025 | Elyxium Wealth LLC | 50,736 | $2.61M | 1.0% | +65.5% | 0.128% | |
8/5/2025 | Westside Investment Management Inc. | 34,492 | $1.77M | 0.3% | -1.1% | 0.087% | |
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7/30/2025 | Cullen Frost Bankers Inc. | 2,382 | $122K | 0.0% | +183.6% | 0.006% | |
7/29/2025 | Quotient Wealth Partners LLC | 302,947 | $15.56M | 0.5% | +5.0% | 0.767% | |
7/29/2025 | Foster & Motley Inc. | 66,938 | $3.44M | 0.2% | +8.3% | 0.170% | |
7/29/2025 | Private Trust Co. NA | 34,172 | $1.76M | 0.2% | +0.6% | 0.087% | |
7/24/2025 | Morton Brown Family Wealth LLC | 192,730 | $9.90M | 3.0% | +14.0% | 0.488% | |
7/22/2025 | Duncan Williams Asset Management LLC | 34,560 | $1.78M | 0.3% | +0.7% | 0.088% | |
7/21/2025 | Ameriflex Group Inc. | 7,399 | $379K | 0.2% | +332.4% | 0.019% | |
7/18/2025 | Vicus Capital | 14,546 | $747K | 0.1% | +70.7% | 0.037% | |
7/18/2025 | Newman Dignan & Sheerar Inc. | 67,285 | $3.46M | 0.8% | N/A | 0.170% | |
7/18/2025 | Bartlett & CO. Wealth Management LLC | 4,741 | $243K | 0.0% | -8.7% | 0.012% | |
7/18/2025 | Magnolia Private Wealth LLC | 20,585 | $1.06M | 0.8% | +162.4% | 0.052% | |
7/17/2025 | Sterling Investment Advisors Ltd. | 21,975 | $1.13M | 0.3% | +24.3% | 0.056% | |
7/17/2025 | Janney Capital Management LLC | 28,987 | $1.49M | 0.1% | -1.1% | 0.073% | |
7/17/2025 | Janney Montgomery Scott LLC | 23,417 | $1.20M | 0.0% | -27.3% | 0.059% | |
7/17/2025 | Hanson & Doremus Investment Management | 57,372 | $2.95M | 0.4% | +11.9% | 0.145% | |
7/16/2025 | Steph & Co. | 100,831 | $5.18M | 1.7% | +27.5% | 0.255% | |
7/14/2025 | AdvisorNet Financial Inc | 6,365 | $327K | 0.0% | +128.1% | 0.016% | |
7/14/2025 | GAMMA Investing LLC | 34,164 | $1.76M | 0.1% | +2.3% | 0.087% | |
7/11/2025 | Farther Finance Advisors LLC | 55,727 | $2.86M | 0.1% | +33.4% | 0.142% | |
7/8/2025 | First International Bank & Trust | 57,498 | $2.95M | 1.0% | -24.8% | 0.147% | |
5/16/2025 | NewEdge Advisors LLC | 328,266 | $16.92M | 0.1% | +3.7% | 0.854% | |
5/16/2025 | Integrated Wealth Concepts LLC | 104,513 | $5.39M | 0.1% | +68.9% | 0.272% | |
5/15/2025 | Baird Financial Group Inc. | 82,157 | $4.24M | 0.0% | -0.7% | 0.214% | |
5/15/2025 | OLD Mission Capital LLC | 75,567 | $3.90M | 0.1% | -59.9% | 0.197% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 3,001 | $155K | 0.1% | +250.6% | 0.008% | |
5/14/2025 | WCG Wealth Advisors LLC | 415,861 | $21.44M | 1.6% | -11.9% | 1.082% | |
5/14/2025 | Flow Traders U.S. LLC | 10,366 | $534K | 0.0% | -79.1% | 0.027% | |
5/14/2025 | Legacy Financial Advisors Inc. | 49,989 | $2.58M | 0.4% | -5.4% | 0.130% | |
5/12/2025 | Staley Capital Advisers Inc. | 6,000 | $309K | 0.0% | N/A | 0.016% | |
5/8/2025 | Davis R M Inc. | 302,943 | $15.62M | 0.3% | -2.5% | 0.788% | |
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5/8/2025 | Foster & Motley Inc. | 61,818 | $3.19M | 0.2% | +3.7% | 0.161% | |
5/7/2025 | Sterling Investment Advisors Ltd. | 17,675 | $911K | 0.2% | +37.0% | 0.046% | |
5/7/2025 | Keyvantage Wealth LLC | 134,893 | $6.95M | 3.4% | +139.1% | 0.351% | |
5/5/2025 | Elyxium Wealth LLC | 30,660 | $1.58M | 0.7% | +412.2% | 0.085% | |
5/2/2025 | Cullen Frost Bankers Inc. | 840 | $43K | 0.0% | N/A | 0.002% | |
5/2/2025 | Transcendent Capital Group LLC | 16,795 | $866K | 0.5% | -2.1% | 0.047% | |
4/30/2025 | Quotient Wealth Partners LLC | 288,466 | $14.87M | 0.5% | -21.8% | 0.803% | |
4/30/2025 | 49 Wealth Management LLC | 9,309 | $480K | 0.1% | +19.4% | 0.026% | |
4/29/2025 | Centennial Bank AR | 2,098 | $108K | 0.1% | -69.6% | 0.006% | |
4/29/2025 | Bank of New York Mellon Corp | 27,338 | $1.41M | 0.0% | +395.3% | 0.076% | |
4/28/2025 | Private Trust Co. NA | 33,967 | $1.75M | 0.2% | -4.4% | 0.095% | |
4/25/2025 | Morton Brown Family Wealth LLC | 169,105 | $8.72M | 3.0% | +19.6% | 0.471% | |
4/25/2025 | Westside Investment Management Inc. | 34,892 | $1.80M | 0.4% | -1.1% | 0.097% | |
4/23/2025 | Golden State Wealth Management LLC | 640 | $33K | 0.0% | +124.6% | 0.002% | |
4/23/2025 | Bessemer Group Inc. | 3,863 | $199K | 0.0% | N/A | 0.011% | |
4/23/2025 | Steph & Co. | 79,100 | $4.08M | 1.5% | -5.8% | 0.220% | |
4/21/2025 | ORG Partners LLC | 16,237 | $837K | 0.2% | -5.7% | 0.045% | |
4/21/2025 | Duncan Williams Asset Management LLC | 34,311 | $1.77M | 0.6% | -0.7% | 0.096% | |
4/17/2025 | Vicus Capital | 8,521 | $439K | 0.0% | +4.1% | 0.024% | |
4/17/2025 | Sagespring Wealth Partners LLC | 572,442 | $29.51M | 0.3% | +1.0% | 1.594% | |
4/17/2025 | Janney Montgomery Scott LLC | 32,216 | $1.66M | 0.0% | +18.9% | 0.090% | |
4/17/2025 | Hanson & Doremus Investment Management | 51,259 | $2.64M | 0.4% | +3.2% | 0.143% | |
4/15/2025 | GAMMA Investing LLC | 33,396 | $1.72M | 0.1% | +42.5% | 0.093% | |
4/14/2025 | Farther Finance Advisors LLC | 41,790 | $2.16M | 0.1% | +244.8% | 0.116% | |
4/14/2025 | NewSquare Capital LLC | 5,912 | $305K | 0.0% | N/A | 0.016% | |
4/11/2025 | Princeton Global Asset Management LLC | 18,085 | $932K | 0.2% | +3.8% | 0.051% | |
4/7/2025 | GAMMA Investing LLC | 1,721,564 | $88.75M | 0.0% | +7,248.3% | 4.901% | |
4/7/2025 | AdvisorNet Financial Inc | 2,791 | $144K | 0.0% | -38.1% | 0.008% | |
2/24/2025 | Ameriflex Group Inc. | 1,711 | $89K | 0.0% | N/A | 0.005% | |
2/18/2025 | Sunbelt Securities Inc. | 6,558 | $340K | 0.0% | -4.4% | 0.024% | |
2/18/2025 | 49 Wealth Management LLC | 7,796 | $403K | 0.1% | +11.5% | 0.028% | |
2/18/2025 | Novem Group | 17,778 | $920K | 0.1% | N/A | 0.064% | |
2/18/2025 | Continuum Advisory LLC | 4,980 | $258K | 0.0% | -11.8% | 0.018% | |
2/17/2025 | Security National Bank of Sioux City Iowa IA | 10,805 | $559K | 0.4% | N/A | 0.039% | |
2/17/2025 | Elyxium Wealth LLC | 5,986 | $310K | 0.2% | N/A | 0.021% | |
2/17/2025 | Captrust Financial Advisors | 28,764 | $1.49M | 0.0% | +15.8% | 0.103% | |
2/17/2025 | Baird Financial Group Inc. | 82,757 | $4.28M | 0.0% | +0.6% | 0.297% | |
2/14/2025 | Keyvantage Wealth LLC | 56,406 | $2.92M | 2.1% | N/A | 0.202% | |
2/14/2025 | IHT Wealth Management LLC | 21,959 | $1.14M | 0.0% | -46.1% | 0.079% | |
2/13/2025 | Sagespring Wealth Partners LLC | 566,606 | $29.31M | 0.3% | N/A | 2.032% | |
2/13/2025 | Legacy Financial Advisors Inc. | 52,825 | $2.73M | 0.5% | -11.3% | 0.189% | |
2/12/2025 | OLD Mission Capital LLC | 188,295 | $9.74M | 0.1% | N/A | 0.675% | |
2/12/2025 | CIBC Private Wealth Group LLC | 1,426 | $74K | 0.0% | -20.3% | 0.005% | |
2/12/2025 | JPMorgan Chase & Co. | 1,642,212 | $84.95M | 0.0% | +47.5% | 5.888% | |
2/11/2025 | Millstone Evans Group LLC | 4,000 | $207K | 0.1% | N/A | 0.014% | |
2/10/2025 | Cozad Asset Management Inc. | 4,945 | $256K | 0.0% | -15.4% | 0.018% | |
2/10/2025 | Farther Finance Advisors LLC | 12,121 | $627K | 0.0% | -17.9% | 0.043% | |
2/7/2025 | Davis R M Inc. | 310,750 | $16.08M | 0.3% | +12.6% | 1.114% | |
2/7/2025 | Kendall Capital Management | 11,600 | $600K | 0.2% | N/A | 0.042% | |
2/6/2025 | Jones Financial Companies Lllp | 73,698 | $3.81M | 0.0% | +188.7% | 0.264% | |
A Major Economic Change Is Happening Now (Ad) Louis Navellier is one of Wall Street’s most respected money managers — overseeing more than $7 billion and earning a reputation for fact-based analysis, not sensationalism. That’s why his latest economic warning is turning so many heads.
In his new report, Louis reveals how recent policies are accelerating a massive economic shift. While headlines point to strong numbers, everyday Americans feel the squeeze as prices climb and industries are reshaped. According to Louis, this transformation could determine who falls behind — and who builds lasting wealth. Read Louis Navellier’s urgent report here |
2/5/2025 | Goodwin Investment Advisory | 84,121 | $4.35M | 2.3% | -2.0% | 0.302% | |
2/5/2025 | Private Trust Co. NA | 35,542 | $1.84M | 0.2% | -1.2% | 0.127% | |
2/5/2025 | Magnolia Private Wealth LLC | 7,845 | $406K | 0.2% | N/A | 0.028% | |
2/4/2025 | Sterling Investment Advisors Ltd. | 12,900 | $667K | 0.2% | N/A | 0.046% | |
2/4/2025 | Bank of New York Mellon Corp | 5,519 | $285K | 0.0% | N/A | 0.020% | |
2/4/2025 | Transcendent Capital Group LLC | 17,152 | $887K | 0.5% | -11.2% | 0.061% | |
1/31/2025 | Morton Brown Family Wealth LLC | 141,434 | $7.32M | 2.5% | +21.0% | 0.507% | |
1/28/2025 | Compass Financial Services Inc | 1,163 | $60K | 0.0% | N/A | 0.004% | |
1/28/2025 | Quotient Wealth Partners LLC | 368,856 | $19.08M | 0.6% | -1.0% | 1.323% | |
1/24/2025 | Princeton Global Asset Management LLC | 17,421 | $901K | 0.2% | +8.9% | 0.062% | |