8/8/2025 | Cetera Investment Advisers | 52,452 | $2.54M | 0.0% | -1.7% | 0.367% | |
8/8/2025 | Good Life Advisors LLC | 6,585 | $319K | 0.0% | N/A | 0.046% | |
8/5/2025 | GPS Wealth Strategies Group LLC | 917 | $44K | 0.0% | +45.8% | 0.006% | |
8/4/2025 | Assetmark Inc. | 5,358 | $260K | 0.0% | -98.5% | 0.037% | |
8/1/2025 | Envestnet Asset Management Inc. | 36,739 | $1.78M | 0.0% | -90.9% | 0.257% | |
7/30/2025 | Atlantic Edge Private Wealth Management LLC | 203,124 | $9.84M | 2.7% | +1.0% | 1.420% | |
7/29/2025 | Private Trust Co. NA | 5,005 | $243K | 0.0% | +925.6% | 0.035% | |
7/28/2025 | Harbour Investments Inc. | 631 | $31K | 0.0% | -97.9% | 0.004% | |
7/25/2025 | CWM LLC | 2,047,116 | $99.20M | 0.3% | +150.7% | 14.315% | |
7/25/2025 | Lodestar Private Asset Management LLC | 13,586 | $658K | 0.1% | +114.7% | 0.095% | |
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7/25/2025 | Johnson Investment Counsel Inc. | 36,334 | $1.76M | 0.0% | +320.6% | 0.254% | |
7/21/2025 | Pacific Financial Group Inc. | 14,972 | $726K | 0.6% | -1.9% | 0.105% | |
7/17/2025 | K2 Financial Inc. | 15,022 | $722K | 0.6% | +7.3% | 0.105% | |
7/17/2025 | Worth Financial Advisory Group LLC | 4,641 | $225K | 0.1% | N/A | 0.032% | |
7/16/2025 | Diversified Enterprises LLC | 4,811 | $233K | 0.0% | -12.5% | 0.034% | |
7/16/2025 | Castleview Partners LLC | 6,931 | $336K | 0.2% | -5.8% | 0.048% | |
7/15/2025 | Mather Group LLC. | 192,661 | $9.34M | 0.1% | -98.1% | 1.347% | |
7/10/2025 | Worth Asset Management LLC | 20,536 | $995K | 0.5% | N/A | 0.144% | |
7/10/2025 | Sharkey Howes & Javer | 38,127 | $1.85M | 0.2% | N/A | 0.267% | |
7/3/2025 | Garde Capital Inc. | 993 | $48K | 0.0% | +28.8% | 0.004% | |
5/19/2025 | Jane Street Group LLC | 169,817 | $7.47M | 0.0% | -71.8% | 0.758% | |
5/16/2025 | Ascent Group LLC | 10,301 | $453K | 0.0% | N/A | 0.046% | |
5/16/2025 | Jones Financial Companies Lllp | 3,363 | $148K | 0.0% | +305.2% | 0.015% | |
5/16/2025 | NewEdge Advisors LLC | 70,769 | $3.12M | 0.0% | +150,472.3% | 0.316% | |
5/15/2025 | Royal Bank of Canada | 5,325 | $234K | 0.0% | +8.9% | 0.024% | |
5/15/2025 | Betterment LLC | 9,583 | $422K | 0.0% | -41.1% | 0.043% | |
5/14/2025 | Paces Ferry Wealth Advisors LLC | 17,122 | $754K | 0.4% | +4.7% | 0.076% | |
5/14/2025 | CreativeOne Wealth LLC | 26,045 | $1.15M | 0.0% | N/A | 0.116% | |
5/14/2025 | Kestra Advisory Services LLC | 17,767 | $782K | 0.0% | N/A | 0.079% | |
5/14/2025 | Flow Traders U.S. LLC | 298,931 | $13.16M | 0.6% | N/A | 1.335% | |
5/13/2025 | HighTower Advisors LLC | 30,364 | $1.34M | 0.0% | N/A | 0.136% | |
5/9/2025 | Scotia Capital Inc. | 94,768 | $4.17M | 0.0% | N/A | 0.385% | |
5/9/2025 | Novus Advisors LLC | 14,641 | $644K | 0.6% | N/A | 0.060% | |
5/8/2025 | Harbour Investments Inc. | 29,414 | $1.30M | 0.0% | N/A | 0.120% | |
5/7/2025 | LPL Financial LLC | 840,059 | $36.97M | 0.0% | +308.4% | 3.415% | |
5/6/2025 | Assetmark Inc. | 347,105 | $15.28M | 0.0% | +450,685.7% | 1.411% | |
5/6/2025 | Cetera Investment Advisers | 53,371 | $2.35M | 0.0% | +207.2% | 0.217% | |
5/6/2025 | AE Wealth Management LLC | 18,036 | $794K | 0.0% | +27,227.3% | 0.073% | |
5/6/2025 | Landmark Wealth Management Inc. | 57,356 | $2.52M | 1.2% | N/A | 0.233% | |
5/6/2025 | Richardson Financial Services Inc. | 14,838 | $653K | 0.5% | N/A | 0.060% | |
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.
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5/5/2025 | Treasure Coast Financial Planning | 110,011 | $4.84M | 3.0% | +9.4% | 0.447% | |
5/5/2025 | Sargent Investment Group LLC | 5,685 | $250K | 0.0% | N/A | 0.023% | |
5/5/2025 | Csenge Advisory Group | 8,894 | $390K | 0.0% | N/A | 0.036% | |
5/2/2025 | Allen Capital Group LLC | 22,649 | $997K | 0.1% | -2.2% | 0.092% | |
5/1/2025 | Key Financial Inc | 707 | $31K | 0.0% | N/A | 0.003% | |
5/1/2025 | CWM LLC | 816,619 | $35.94M | 0.1% | +315,196.9% | 3.320% | |
4/30/2025 | Axxcess Wealth Management LLC | 22,519 | $991K | 0.0% | N/A | 0.092% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 4,773 | $210K | 0.0% | N/A | 0.019% | |
4/29/2025 | Raleigh Capital Management Inc. | 39,145 | $1.72M | 0.8% | +69,801.8% | 0.159% | |
4/29/2025 | Envestnet Asset Management Inc. | 405,669 | $17.85M | 0.0% | N/A | 1.649% | |
4/29/2025 | Atlantic Edge Private Wealth Management LLC | 201,134 | $8.85M | 2.7% | N/A | 0.818% | |
4/25/2025 | Mather Group LLC. | 10,139,173 | $446.23M | 5.2% | +35.1% | 41.216% | |
4/25/2025 | Lodestar Private Asset Management LLC | 6,328 | $278K | 0.0% | -15.9% | 0.026% | |
4/25/2025 | K2 Financial Inc. | 14,002 | $611K | 0.6% | +4.5% | 0.057% | |
4/24/2025 | Kraft Davis & Associates LLC | 17,856 | $795K | 0.3% | N/A | 0.073% | |
4/23/2025 | Balboa Wealth Partners | 8,702 | $383K | 0.1% | N/A | 0.035% | |
4/23/2025 | Pacific Financial Group Inc. | 15,258 | $672K | 0.5% | N/A | 0.062% | |
4/22/2025 | Garde Capital Inc. | 771 | $34K | 0.0% | N/A | 0.003% | |
4/22/2025 | Aspire Private Capital LLC | 73,364 | $3.23M | 0.8% | N/A | 0.298% | |
4/22/2025 | Castleview Partners LLC | 7,360 | $324K | 0.2% | +574.0% | 0.030% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 560,152 | $24.65M | 0.1% | N/A | 2.277% | |
4/17/2025 | Grove Bank & Trust | 3,000 | $132K | 0.0% | N/A | 0.012% | |
4/17/2025 | Lockerman Financial Group Inc. | 9,316 | $410K | 0.6% | N/A | 0.038% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 629 | $28K | 0.0% | N/A | 0.003% | |
4/14/2025 | International Private Wealth Advisors LLC | 9,302 | $409K | 0.4% | N/A | 0.038% | |
4/14/2025 | Outlook Wealth Advisors LLC | 8,300 | $365K | 0.1% | N/A | 0.034% | |
4/14/2025 | Park Avenue Securities LLC | 122,423 | $5.39M | 0.1% | N/A | 0.506% | |
4/10/2025 | Iams Wealth Management LLC | 6,772 | $298K | 0.1% | N/A | 0.028% | |
4/8/2025 | Global Financial Private Client LLC | 8,338 | $367K | 0.1% | N/A | 0.034% | |
2/17/2025 | Cetera Investment Advisers | 17,371 | $692K | 0.0% | +7.3% | 0.259% | |
2/17/2025 | Bank of America Corp DE | 285,185 | $11.36M | 0.0% | -1.3% | 4.256% | |
2/17/2025 | Ameriprise Financial Inc. | 5,990 | $239K | 0.0% | N/A | 0.089% | |
2/14/2025 | Jane Street Group LLC | 602,400 | $24M | 0.0% | +201.5% | 8.991% | |
2/14/2025 | Betterment LLC | 16,260 | $648K | 0.0% | N/A | 0.243% | |
2/14/2025 | IHT Wealth Management LLC | 6,047 | $241K | 0.0% | -4.0% | 0.090% | |
2/13/2025 | Keystone Financial Group | 6,700 | $267K | 0.0% | N/A | 0.100% | |
2/13/2025 | Raymond James Financial Inc. | 37,223 | $1.48M | 0.0% | N/A | 0.556% | |
2/13/2025 | Wells Fargo & Company MN | 75,745 | $3.02M | 0.0% | +5.7% | 1.131% | |
2/11/2025 | Paces Ferry Wealth Advisors LLC | 16,360 | $652K | 0.3% | +18.2% | 0.244% | |
2/11/2025 | LPL Financial LLC | 205,681 | $8.19M | 0.0% | -11.8% | 3.070% | |
2/10/2025 | Diversified Enterprises LLC | 5,425 | $216K | 0.0% | +5.3% | 0.081% | |
2/7/2025 | Independent Advisor Alliance | 5,190 | $207K | 0.0% | N/A | 0.077% | |
2/7/2025 | K2 Financial Inc. | 13,397 | $530K | 0.5% | N/A | 0.200% | |
2/6/2025 | Raymond James Financial Inc. | 37,223 | $1.48M | 0.0% | N/A | 0.556% | |
2/6/2025 | Jones Financial Companies Lllp | 830 | $33K | 0.0% | N/A | 0.012% | |
2/3/2025 | Private Advisor Group LLC | 7,212 | $287K | 0.0% | +5.9% | 0.108% | |
1/31/2025 | Global Retirement Partners LLC | 870 | $35K | 0.0% | -57.2% | 0.013% | |
1/31/2025 | Treasure Coast Financial Planning | 100,557 | $4.01M | 2.6% | +3.8% | 1.501% | |
1/28/2025 | Lodestar Private Asset Management LLC | 7,524 | $300K | 0.0% | -20.4% | 0.112% | |
1/27/2025 | Mather Group LLC. | 7,503,591 | $298.94M | 3.9% | +139.2% | 111.994% | |
Amazon’s big Bitcoin embarrassment (Ad) Bitcoin just passed Amazon in total market cap — but most investors are missing the bigger opportunity.
While the crowd buys Bitcoin outright, trader Larry Benedict is using a method called “Bitcoin Skimming” to target 6x, 9x, even 22x bigger profits. He reveals how it works in a free video. Watch the Bitcoin Skimming strategy here |
1/23/2025 | Crews Bank & Trust | 800 | $32K | 0.0% | N/A | 0.012% | |
1/23/2025 | Allen Capital Group LLC | 23,148 | $922K | 0.1% | -2.5% | 0.345% | |
11/15/2024 | MML Investors Services LLC | 8,171 | $363K | 0.0% | +9.0% | 0.122% | |
11/15/2024 | Jane Street Group LLC | 199,823 | $8.88M | 0.0% | +33.9% | 2.982% | |
11/15/2024 | IHT Wealth Management LLC | 6,297 | $269K | 0.0% | -21.7% | 0.094% | |
11/13/2024 | FMR LLC | 3,091 | $137K | 0.0% | +259.0% | 0.046% | |
11/13/2024 | Pacific Financial Group Inc. | 10,374 | $461K | 0.3% | N/A | 0.155% | |
11/12/2024 | Allen Capital Group LLC | 23,734 | $1.05M | 0.1% | -2.8% | 0.354% | |
10/22/2024 | Private Advisor Group LLC | 6,809 | $302K | 0.0% | -44.6% | 0.102% | |
10/15/2024 | Bbjs Financial Advisors LLC | 7,690 | $342K | 0.1% | -3.2% | 0.115% | |