8/6/2025 | Prospera Financial Services Inc | 13,347 | $1.70M | 0.0% | -1.1% | 0.014% | |
8/6/2025 | AE Wealth Management LLC | 64,093 | $8.16M | 0.1% | +7.5% | 0.065% | |
8/6/2025 | KCM Investment Advisors LLC | 343,860 | $43.77M | 1.5% | -1.2% | 0.349% | |
8/6/2025 | Wedbush Securities Inc. | 2,530 | $322K | 0.0% | +3.7% | 0.003% | |
8/6/2025 | Aspect Partners LLC | 1,306 | $166K | 0.1% | N/A | 0.001% | |
8/6/2025 | Maltin Wealth Management Inc. | 3,187 | $406K | 0.2% | -4.2% | 0.003% | |
8/6/2025 | Savant Capital LLC | 3,368 | $429K | 0.0% | +44.7% | 0.003% | |
8/6/2025 | SouthState Corp | 1,240 | $158K | 0.0% | -56.2% | 0.001% | |
8/6/2025 | Atlantic Union Bankshares Corp | 790 | $101K | 0.0% | N/A | 0.001% | |
8/6/2025 | O Dell Group LLC | 18,798 | $2.39M | 0.6% | N/A | 0.019% | |
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8/6/2025 | Stonebridge Financial Planning Group LLC | 1,834 | $234K | 0.1% | -7.6% | 0.002% | |
8/5/2025 | Arrowroot Family Office LLC | 3,293 | $419K | 0.2% | N/A | 0.003% | |
8/5/2025 | Crestwood Advisors Group LLC | 4,252 | $541K | 0.0% | -2.3% | 0.004% | |
8/5/2025 | TME Financial Inc. | 1,677 | $213K | 0.2% | -9.3% | 0.002% | |
8/5/2025 | Transatlantique Private Wealth LLC | 25,699 | $3.27M | 1.2% | +7.1% | 0.026% | |
8/5/2025 | Freestone Capital Holdings LLC | 6,387 | $813K | 0.0% | +22.5% | 0.006% | |
8/5/2025 | Bank of Montreal Can | 10,184 | $1.30M | 0.0% | -6.3% | 0.010% | |
8/5/2025 | Sigma Planning Corp | 5,709 | $727K | 0.0% | -13.0% | 0.006% | |
8/5/2025 | Mission Wealth Management LP | 11,466 | $1.46M | 0.0% | +11.5% | 0.012% | |
8/5/2025 | TIAA Trust National Association | 7,586 | $966K | 0.0% | -8.5% | 0.008% | |
8/5/2025 | Elm Partners Management LLC | 9,231 | $1.18M | 0.1% | +28.9% | 0.009% | |
8/4/2025 | Bordeaux Wealth Advisors LLC | 104,677 | $13.33M | 1.7% | -0.3% | 0.106% | |
8/4/2025 | BLB&B Advisors LLC | 7,286 | $928K | 0.0% | -26.7% | 0.007% | |
8/4/2025 | Silver Coast Investments LLC | 33,759 | $4.30M | 1.6% | +56.0% | 0.034% | |
8/4/2025 | Atria Investments Inc | 28,724 | $3.66M | 0.0% | -35.5% | 0.029% | |
8/4/2025 | Assetmark Inc. | 76,063 | $9.68M | 0.0% | +219.5% | 0.077% | |
8/4/2025 | Keybank National Association OH | 21,433 | $2.73M | 0.0% | +420.1% | 0.022% | |
8/4/2025 | Premier Path Wealth Partners LLC | 6,391 | $814K | 0.1% | -1.4% | 0.006% | |
8/4/2025 | Spire Wealth Management | 725 | $92K | 0.0% | -49.3% | 0.001% | |
8/4/2025 | World Investment Advisors | 11,418 | $1.45M | 0.0% | +44.5% | 0.012% | |
8/4/2025 | Daymark Wealth Partners LLC | 4,605 | $586K | 0.0% | -4.6% | 0.005% | |
8/4/2025 | Quaker Wealth Management LLC | 34,440 | $4.38M | 1.5% | -203.9% | 0.035% | |
8/1/2025 | Howard Capital Management Inc. | 1,608 | $205K | 0.0% | N/A | 0.002% | |
8/1/2025 | GWN Securities Inc. | 18,008 | $2.29M | 0.4% | -84.9% | 0.018% | |
8/1/2025 | Liberty Wealth Management LLC | 6,008 | $765K | 0.1% | -54.1% | 0.006% | |
8/1/2025 | Transcend Capital Advisors LLC | 17,836 | $2.27M | 0.2% | -1.9% | 0.018% | |
8/1/2025 | Penobscot Wealth Management | 43,103 | $5.49M | 2.0% | +11.9% | 0.044% | |
8/1/2025 | Bessemer Group Inc. | 8,225 | $1.05M | 0.0% | -3.6% | 0.008% | |
8/1/2025 | Brookwood Investment Group LLC | 3,707 | $472K | 0.1% | -19.3% | 0.004% | |
8/1/2025 | Yukon Wealth Management Inc. | 7,701 | $980K | 0.4% | +6.2% | 0.008% | |
Elon’s Secret Social Security Bombshell (Ad) To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social Security?
What we just discovered in Washington will stun even the most seasoned insiders. A major government announcement coming as soon as tomorrow. |
8/1/2025 | Envestnet Asset Management Inc. | 723,843 | $92.15M | 0.0% | -30.3% | 0.735% | |
7/31/2025 | Ingalls & Snyder LLC | 10,614 | $1.35M | 0.0% | -17.5% | 0.011% | |
7/31/2025 | Interchange Capital Partners LLC | 2,593 | $330K | 0.1% | -4.5% | 0.003% | |
7/31/2025 | City State Bank | 27,799 | $3.54M | 1.1% | -1.9% | 0.028% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 3,996 | $509K | 0.0% | +18.6% | 0.004% | |
7/31/2025 | NORTHSTAR ASSET MANAGEMENT Co | 36,351 | $4.63M | 1.1% | -2.2% | 0.037% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 1,016 | $129K | 0.0% | +15.2% | 0.001% | |
7/31/2025 | Harbour Investment Management LLC | 18,053 | $2.30M | 1.0% | -2.9% | 0.018% | |
7/31/2025 | Sharper & Granite LLC | 12,901 | $1.66M | 0.6% | -1.0% | 0.013% | |
7/31/2025 | Carnegie Investment Counsel | 1,745 | $222K | 0.0% | N/A | 0.002% | |
7/31/2025 | Avion Wealth | 18,221 | $2.32M | 0.5% | -6.6% | 0.018% | |
7/31/2025 | WFA Asset Management Corp | 60,208 | $7.66M | 4.4% | -22.6% | 0.061% | |
7/30/2025 | White Lighthouse Investment Management Inc. | 6,793 | $865K | 0.1% | +7.5% | 0.007% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 1,608 | $205K | 0.0% | -12.4% | 0.002% | |
7/30/2025 | Brookstone Capital Management | 6,357 | $809K | 0.0% | -20.6% | 0.006% | |
7/30/2025 | Retirement Planning Group LLC | 5,720 | $728K | 0.0% | -6.5% | 0.006% | |
7/30/2025 | D.A. Davidson & CO. | 20,187 | $2.57M | 0.0% | +5.7% | 0.020% | |
7/30/2025 | Cavalier Investments LLC | 67,254 | $8.56M | 2.6% | -2.0% | 0.068% | |
7/30/2025 | Berkeley Capital Partners LLC | 29,496 | $3.76M | 1.0% | N/A | 0.030% | |
7/30/2025 | WBH Advisory Inc. | 114,037 | $14.52M | 1.2% | -1.7% | 0.116% | |
7/29/2025 | Elevation Capital Advisory LLC | 10,113 | $1.29M | 0.5% | -12.5% | 0.010% | |
7/29/2025 | LMG Wealth Partners LLC | 40,493 | $5.16M | 1.1% | -0.9% | 0.041% | |
7/29/2025 | Salomon & Ludwin LLC | 3,971 | $510K | 0.1% | -2.2% | 0.004% | |
7/29/2025 | International Assets Investment Management LLC | 1,903 | $242K | 0.0% | -28.1% | 0.002% | |
7/29/2025 | Joseph P. Lucia & Associates LLC | 2,171 | $276K | 0.1% | -9.8% | 0.002% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 12,038 | $1.53M | 0.0% | -3.5% | 0.012% | |
7/29/2025 | Novare Capital Management LLC | 22,322 | $2.84M | 0.2% | -0.4% | 0.023% | |
7/29/2025 | Stratos Wealth Partners LTD. | 4,154 | $529K | 0.0% | -6.7% | 0.004% | |
7/29/2025 | Stratos Wealth Advisors LLC | 10,265 | $1.31M | 0.1% | -2.5% | 0.010% | |
7/29/2025 | Harbor Asset Planning Inc. | 629 | $80K | 0.1% | N/A | 0.001% | |
7/28/2025 | Mutual Advisors LLC | 2,053 | $268K | 0.0% | N/A | 0.002% | |
7/28/2025 | Ritholtz Wealth Management | 1,595 | $203K | 0.0% | N/A | 0.002% | |
7/28/2025 | Harbour Investments Inc. | 10,760 | $1.37M | 0.0% | +14.3% | 0.011% | |
7/28/2025 | Founders Grove Wealth Partners LLC | 59,265 | $7.54M | 1.9% | +0.5% | 0.060% | |
7/28/2025 | RFG Advisory LLC | 2,366 | $301K | 0.0% | -62.4% | 0.002% | |
7/28/2025 | Axxcess Wealth Management LLC | 5,437 | $692K | 0.0% | -17.0% | 0.006% | |
7/28/2025 | Hudson Capital Management LLC | 1,695 | $216K | 0.1% | N/A | 0.002% | |
7/25/2025 | Community Bank N.A. | 7,490 | $953K | 0.1% | -5.7% | 0.008% | |
7/25/2025 | Atria Wealth Solutions Inc. | 70,760 | $9.05M | 0.2% | -25.0% | 0.072% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 50,314 | $6.41M | 0.0% | -33.0% | 0.051% | |
7/25/2025 | Wealth Architects LLC | 1,625 | $207K | 0.0% | N/A | 0.002% | |
7/25/2025 | Sequoia Financial Advisors LLC | 4,229 | $538K | 0.0% | +2.5% | 0.004% | |
7/25/2025 | MGO One Seven LLC | 2,591 | $330K | 0.0% | N/A | 0.003% | |
7/25/2025 | CWM LLC | 2,832 | $361K | 0.0% | -20.7% | 0.003% | |
7/25/2025 | Johnson Investment Counsel Inc. | 43,560 | $5.55M | 0.0% | +1.9% | 0.044% | |
7/25/2025 | Apollon Wealth Management LLC | 2,466 | $314K | 0.0% | N/A | 0.003% | |
7/25/2025 | Avion Wealth | 19,038 | $2.27M | 0.6% | -2.4% | 0.019% | |
7/24/2025 | JFS Wealth Advisors LLC | 1,658 | $211K | 0.0% | -9.2% | 0.002% | |
7/24/2025 | Blue Trust Inc. | 1,284 | $163K | 0.0% | +49.8% | 0.001% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 58,836 | $7.49M | 0.2% | -1.5% | 0.060% | |
Trump’s national nightmare is here (Ad) Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II.
They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes. Watch the National Emergency broadcast here |
7/24/2025 | Brandywine Oak Private Wealth LLC | 6,101 | $777K | 0.1% | -3.7% | 0.006% | |
7/24/2025 | Pinion Investment Advisors LLC | 6,305 | $803K | 0.3% | -1.7% | 0.006% | |
7/24/2025 | Coordinated Financial Services Inc. | 2,414 | $307K | 0.2% | N/A | 0.002% | |
7/24/2025 | IFP Advisors Inc | 1,428 | $182K | 0.0% | -30.3% | 0.001% | |
7/24/2025 | Blair William & Co. IL | 17,497 | $2.23M | 0.0% | +68.6% | 0.018% | |
7/24/2025 | Leo Wealth LLC | 1,865 | $237K | 0.0% | N/A | 0.002% | |
7/24/2025 | US Bancorp DE | 8,089 | $1.03M | 0.0% | +29.7% | 0.008% | |
7/23/2025 | Capital Management Associates Inc | 4,342 | $553K | 0.2% | N/A | 0.004% | |
7/23/2025 | Clear Creek Financial Management LLC | 20,620 | $2.63M | 0.2% | N/A | 0.021% | |
7/23/2025 | Valmark Advisers Inc. | 7,775 | $990K | 0.0% | -5.5% | 0.008% | |