8/8/2025 | Cetera Investment Advisers | 192,814 | $4.54M | 0.0% | +24.7% | 1.463% | |
8/8/2025 | Foundations Investment Advisors LLC | 208,712 | $4.92M | 0.1% | -13.1% | 1.584% | |
8/8/2025 | Ignite Planners LLC | 342,937 | $8.15M | 1.2% | +7.3% | 2.603% | |
8/7/2025 | Allworth Financial LP | 15,515 | $366K | 0.0% | -37.2% | 0.118% | |
8/7/2025 | Summit Asset Management LLC | 20,546 | $484K | 0.1% | -21.3% | 0.156% | |
8/6/2025 | Prospera Financial Services Inc | 13,314 | $314K | 0.0% | +6.4% | 0.101% | |
8/6/2025 | AE Wealth Management LLC | 331,889 | $7.82M | 0.1% | +7.5% | 2.519% | |
8/4/2025 | Atria Investments Inc | 181,644 | $4.28M | 0.1% | +18.2% | 1.379% | |
8/1/2025 | Envestnet Asset Management Inc. | 366,090 | $8.63M | 0.0% | -5.4% | 2.779% | |
7/31/2025 | Moloney Securities Asset Management LLC | 9,134 | $215K | 0.0% | N/A | 0.069% | |
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7/29/2025 | International Assets Investment Management LLC | 13,200 | $311K | 0.0% | -6.4% | 0.100% | |
7/29/2025 | Stratos Wealth Advisors LLC | 78,260 | $1.84M | 0.1% | +24.6% | 0.594% | |
7/25/2025 | Atria Wealth Solutions Inc. | 9,336 | $220K | 0.0% | -5.2% | 0.071% | |
7/24/2025 | Wealthstar Advisors LLC | 18,733 | $441K | 0.2% | +8.8% | 0.142% | |
7/23/2025 | Ignite Planners LLC | 343,004 | $8.15M | 1.2% | +7.3% | 2.602% | |
7/23/2025 | Drake & Associates LLC | 759,105 | $17.89M | 4.4% | +1.2% | 5.760% | |
7/22/2025 | USAdvisors Wealth Management LLC | 123,349 | $2.91M | 1.1% | +0.5% | 0.936% | |
7/21/2025 | Ameritas Advisory Services LLC | 45,188 | $1.07M | 0.1% | +33.8% | 0.343% | |
7/17/2025 | Camelot Portfolios LLC | 16,179 | $381K | 0.2% | -6.9% | 0.124% | |
7/16/2025 | Perigon Wealth Management LLC | 42,550 | $1.00M | 0.0% | N/A | 0.325% | |
7/15/2025 | Sheets Smith Wealth Management | 57,610 | $1.36M | 0.2% | -4.0% | 0.441% | |
7/14/2025 | AdvisorNet Financial Inc | 138,904 | $3.27M | 0.2% | +37.6% | 1.062% | |
7/11/2025 | OxenFree Capital LLC | 39,748 | $936K | 0.6% | +4.2% | 0.306% | |
7/7/2025 | RDA Financial Network | 58,578 | $1.38M | 0.4% | +0.8% | 0.451% | |
5/19/2025 | Jane Street Group LLC | 26,900 | $635K | 0.0% | N/A | 0.201% | |
5/16/2025 | Arete Wealth Advisors LLC | 9,201 | $217K | 0.0% | N/A | 0.069% | |
5/16/2025 | Integrated Wealth Concepts LLC | 49,389 | $1.17M | 0.0% | +12.4% | 0.370% | |
5/15/2025 | Royal Bank of Canada | 12,869 | $304K | 0.0% | -93.2% | 0.096% | |
5/15/2025 | Titleist Asset Management LLC | 10,093 | $238K | 0.0% | N/A | 0.076% | |
5/14/2025 | Synovus Financial Corp | 55,765 | $1.32M | 0.0% | +37.4% | 0.418% | |
5/14/2025 | Lionshead Wealth Management LLC | 29,311 | $692K | 0.7% | N/A | 0.220% | |
5/14/2025 | Kestra Advisory Services LLC | 163,283 | $3.86M | 0.0% | -0.5% | 1.223% | |
5/14/2025 | Flow Traders U.S. LLC | 69,857 | $1.65M | 0.1% | +62.2% | 0.523% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 50,191 | $1.19M | 0.1% | +10.4% | 0.376% | |
5/13/2025 | Anfield Capital Management LLC | 4,862 | $115K | 0.0% | +39.1% | 0.036% | |
5/8/2025 | US Bancorp DE | 20,524 | $485K | 0.0% | +101.6% | 0.148% | |
5/7/2025 | Foundations Investment Advisors LLC | 240,181 | $5.67M | 0.1% | +2.5% | 1.730% | |
5/7/2025 | LPL Financial LLC | 73,750 | $1.74M | 0.0% | +669.8% | 0.531% | |
5/6/2025 | USAdvisors Wealth Management LLC | 122,742 | $2.90M | 1.0% | -7.0% | 0.884% | |
5/6/2025 | Cetera Investment Advisers | 154,608 | $3.65M | 0.0% | +6.3% | 1.114% | |
Altucher: $900 to $108,000? Trump’s “Great Gain” Is Here (Ad) James Altucher says two recent events could trigger a historic wealth shift—one driven by a radical Trump policy move, and the other tied to a proven financial pattern that previously minted over 80,000 new millionaires.
He believes a small $900 investment could turn into a $108,000 windfall within 12 months—and this may be the last chance for everyday investors to catch it. Click here to discover the two events and how to act before the window closes. |
5/6/2025 | AE Wealth Management LLC | 308,810 | $7.29M | 0.1% | +9.1% | 2.225% | |
5/6/2025 | Ignite Planners LLC | 319,573 | $7.46M | 1.5% | +13.2% | 2.302% | |
5/5/2025 | Kestra Private Wealth Services LLC | 99,280 | $2.34M | 0.0% | +113.2% | 0.715% | |
5/5/2025 | Nwam LLC | 23,974 | $566K | 0.0% | N/A | 0.173% | |
5/2/2025 | James Investment Research Inc. | 29,053 | $686K | 0.1% | +4.6% | 0.209% | |
5/1/2025 | Diversify Wealth Management LLC | 33,454 | $781K | 0.1% | -26.5% | 0.241% | |
4/30/2025 | Allworth Financial LP | 24,686 | $575K | 0.0% | -38.9% | 0.178% | |
4/30/2025 | Cornerstone Planning Group LLC | 25,671 | $597K | 0.1% | +1.7% | 0.185% | |
4/30/2025 | Stratos Wealth Advisors LLC | 62,787 | $1.48M | 0.1% | +4.4% | 0.452% | |
4/29/2025 | Envestnet Asset Management Inc. | 387,091 | $9.14M | 0.0% | +455.8% | 2.789% | |
4/29/2025 | Drake & Associates LLC | 750,349 | $17.72M | 5.0% | +1.3% | 5.406% | |
4/28/2025 | Fiduciary Group LLC | 13,605 | $321K | 0.0% | N/A | 0.098% | |
4/25/2025 | Ameritas Advisory Services LLC | 33,761 | $808K | 0.0% | +2.7% | 0.243% | |
4/25/2025 | Wealthstar Advisors LLC | 17,214 | $406K | 0.2% | +13.3% | 0.124% | |
4/24/2025 | Elevated Capital Advisors LLC | 9,356 | $221K | 0.1% | -11.8% | 0.067% | |
4/23/2025 | International Assets Investment Management LLC | 14,100 | $333K | 0.0% | +43.9% | 0.102% | |
4/23/2025 | Sheets Smith Wealth Management | 60,028 | $1.42M | 0.2% | +2.8% | 0.432% | |
4/22/2025 | Illumine Investment Management LLC | 154,079 | $3.64M | 3.0% | +9.2% | 1.110% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 211,504 | $4.99M | 0.0% | +67.4% | 1.524% | |
4/14/2025 | Tounjian Advisory Partners LLC | 16,652 | $393K | 0.1% | N/A | 0.118% | |
4/14/2025 | RDA Financial Network | 58,111 | $1.37M | 0.4% | +2.5% | 0.413% | |
4/7/2025 | AdvisorNet Financial Inc | 100,948 | $2.38M | 0.2% | N/A | 0.717% | |
3/12/2025 | Centaurus Financial Inc. | 152,487 | $3.65M | 0.2% | N/A | 1.079% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 22,375 | $535K | 0.0% | N/A | 0.168% | |
2/17/2025 | Virtus Fund Advisers LLC | 528,855 | $12.66M | 39.4% | +151.4% | 9.794% | |
2/17/2025 | Cetera Investment Advisers | 145,405 | $3.48M | 0.0% | +26.8% | 2.693% | |
2/14/2025 | Integrated Wealth Concepts LLC | 43,929 | $1.05M | 0.0% | +46.7% | 0.814% | |
2/13/2025 | Trustmark National Bank Trust Department | 22,847 | $547K | 0.0% | +53.4% | 0.423% | |
2/13/2025 | Synovus Financial Corp | 40,577 | $971K | 0.0% | +15.4% | 0.751% | |
2/13/2025 | Envestnet Asset Management Inc. | 69,646 | $1.67M | 0.0% | +69.7% | 1.290% | |
2/12/2025 | JPMorgan Chase & Co. | 2,135 | $51K | 0.0% | -47.1% | 0.040% | |
2/10/2025 | Commonwealth Equity Services LLC | 147,644 | $3.53M | 0.0% | +685.8% | 2.734% | |
2/6/2025 | Atria Investments Inc | 195,795 | $4.69M | 0.1% | +358.6% | 3.626% | |
2/5/2025 | US Bancorp DE | 10,180 | $244K | 0.0% | N/A | 0.189% | |
2/5/2025 | Illumine Investment Management LLC | 141,075 | $3.38M | 2.8% | N/A | 2.613% | |
2/4/2025 | Summit Asset Management LLC | 26,495 | $634K | 0.1% | +54.8% | 0.491% | |
1/30/2025 | James Investment Research Inc. | 27,774 | $665K | 0.1% | +6.7% | 0.514% | |
1/30/2025 | Allworth Financial LP | 40,392 | $967K | 0.0% | -59.2% | 0.748% | |
1/30/2025 | Nations Financial Group Inc. IA ADV | 45,447 | $1.09M | 0.1% | +50.2% | 0.842% | |
1/28/2025 | Wealthstar Advisors LLC | 15,189 | $363K | 0.2% | N/A | 0.281% | |
1/28/2025 | Kestra Private Wealth Services LLC | 46,571 | $1.11M | 0.0% | N/A | 0.862% | |
1/27/2025 | Silver Oak Securities Incorporated | 73,999 | $1.77M | 0.2% | N/A | 1.370% | |
1/27/2025 | Stratos Wealth Advisors LLC | 60,159 | $1.44M | 0.1% | +5.8% | 1.114% | |
1/23/2025 | USAdvisors Wealth Management LLC | 132,013 | $3.16M | 1.0% | N/A | 2.445% | |
1/23/2025 | OxenFree Capital LLC | 38,545 | $922K | 0.7% | +1.8% | 0.714% | |
1/22/2025 | Foundations Investment Advisors LLC | 234,312 | $5.61M | 0.1% | +25.7% | 4.339% | |
1/16/2025 | UMB Bank n.a. | 45,805 | $1.10M | 0.0% | N/A | 0.848% | |
1/15/2025 | Ameritas Advisory Services LLC | 32,878 | $787K | 0.0% | N/A | 0.609% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 10,950 | $262K | 0.0% | +21.0% | 0.203% | |
1/15/2025 | RDA Financial Network | 56,667 | $1.36M | 0.4% | N/A | 1.049% | |
Altucher: $900 to $108,000? Trump’s “Great Gain” Is Here (Ad) James Altucher says two recent events could trigger a historic wealth shift—one driven by a radical Trump policy move, and the other tied to a proven financial pattern that previously minted over 80,000 new millionaires.
He believes a small $900 investment could turn into a $108,000 windfall within 12 months—and this may be the last chance for everyday investors to catch it. Click here to discover the two events and how to act before the window closes. |
1/14/2025 | Ignite Planners LLC | 282,194 | $6.76M | 1.5% | +2.3% | 5.226% | |
1/13/2025 | Elevated Capital Advisors LLC | 10,608 | $254K | 0.1% | N/A | 0.196% | |
1/8/2025 | International Assets Investment Management LLC | 9,800 | $235K | 0.0% | -97.7% | 0.181% | |
12/26/2024 | JPMorgan Chase & Co. | 4,036 | $96K | 0.0% | +57.7% | 0.075% | |
11/25/2024 | Synovus Financial Corp | 35,158 | $837K | 0.0% | N/A | 0.651% | |
11/25/2024 | Sanctuary Advisors LLC | 59,146 | $1.42M | 0.0% | -2.0% | 1.095% | |
11/15/2024 | MML Investors Services LLC | 56,168 | $1.34M | 0.0% | -26.4% | 1.040% | |
11/15/2024 | Integrated Wealth Concepts LLC | 29,951 | $713K | 0.0% | +5.4% | 0.555% | |
11/14/2024 | Flow Traders U.S. LLC | 71,805 | $1.71M | 0.1% | +130.5% | 1.330% | |
11/9/2024 | Trustmark National Bank Trust Department | 14,897 | $355K | 0.0% | -9.1% | 0.276% | |