8/5/2025 | Code Waechter LLC | 46,367 | $5.31M | 3.8% | N/A | 0.649% | |
8/4/2025 | Crescent Sterling Ltd. | 4,373 | $500K | 0.6% | +22.2% | 0.061% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 22,404 | $2.56M | 0.2% | +103.0% | 0.314% | |
8/1/2025 | Envestnet Asset Management Inc. | 43,800 | $5.01M | 0.0% | +19.2% | 0.613% | |
7/30/2025 | Strategic Blueprint LLC | 1,920 | $220K | 0.0% | N/A | 0.027% | |
7/30/2025 | Studio Investment Management LLC | 17,011 | $1.95M | 0.4% | +1.2% | 0.238% | |
7/30/2025 | D.A. Davidson & CO. | 10,273 | $1.18M | 0.0% | +7.8% | 0.144% | |
7/30/2025 | Pacific Sun Financial Corp | 4,502 | $515K | 0.3% | -7.6% | 0.063% | |
7/29/2025 | Chicago Partners Investment Group LLC | 1,794 | $211K | 0.0% | N/A | 0.025% | |
7/29/2025 | Rodgers & Associates LTD | 5,142 | $588K | 0.1% | +7.8% | 0.072% | |
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7/25/2025 | Atria Wealth Solutions Inc. | 2,849 | $332K | 0.0% | -50.7% | 0.040% | |
7/25/2025 | St. Louis Trust Co | 12,290 | $1.41M | 0.2% | N/A | 0.172% | |
7/25/2025 | MGO One Seven LLC | 3,728 | $427K | 0.0% | +37.5% | 0.052% | |
7/25/2025 | CWM LLC | 4,270 | $489K | 0.0% | +469.3% | 0.060% | |
7/25/2025 | Ackerman Capital Advisors LLC | 10,430 | $1.19M | 0.3% | +10.4% | 0.146% | |
7/24/2025 | Morton Brown Family Wealth LLC | 1,151 | $132K | 0.0% | +10.7% | 0.016% | |
7/23/2025 | SpringVest Wealth Management LLC | 5,066 | $581K | 0.5% | -23.4% | 0.071% | |
7/22/2025 | Dougherty Wealth Advisers LLC | 71,911 | $8.23M | 5.5% | +12.8% | 1.007% | |
7/21/2025 | Barrett & Company Inc. | 1,297 | $148K | 0.1% | -8.8% | 0.018% | |
7/21/2025 | Hilltop National Bank | 290 | $33K | 0.0% | N/A | 0.004% | |
7/18/2025 | Lowery Thomas LLC | 23,245 | $2.66M | 1.7% | -13.1% | 0.326% | |
7/17/2025 | LexAurum Advisors LLC | 15,188 | $1.74M | 0.3% | +5.3% | 0.213% | |
7/17/2025 | Janney Montgomery Scott LLC | 20,056 | $2.30M | 0.0% | +45.7% | 0.281% | |
7/17/2025 | Washington Capital Management Inc. | 3,500 | $401K | 0.3% | N/A | 0.049% | |
7/16/2025 | Dakota Wealth Management | 1,800 | $206K | 0.0% | N/A | 0.025% | |
7/14/2025 | Kieckhefer Group LLC | 41,528 | $4.75M | 2.6% | -0.4% | 0.580% | |
7/11/2025 | Farther Finance Advisors LLC | 3,963 | $453K | 0.0% | -36.5% | 0.055% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 3,814 | $448K | 0.0% | N/A | 0.053% | |
7/10/2025 | Sovran Advisors LLC | 6,404 | $742K | 0.1% | +16.0% | 0.089% | |
7/9/2025 | Capital Wealth Management LLC | 10,085 | $1.15M | 0.4% | +14.7% | 0.141% | |
7/9/2025 | Breakwater Capital Group | 2,402 | $275K | 0.0% | N/A | 0.034% | |
7/9/2025 | Christopher J. Hasenberg Inc | 2,435 | $279K | 0.1% | N/A | 0.034% | |
7/9/2025 | Riversedge Advisors LLC | 4,877 | $558K | 0.1% | N/A | 0.068% | |
7/8/2025 | Strategic Advocates LLC | 143,350 | $16.40M | 4.9% | +2.2% | 2.002% | |
6/27/2025 | Goldman Sachs Group Inc. | 52,272 | $5.59M | 0.0% | +4.5% | 0.730% | |
6/17/2025 | Howe & Rusling Inc. | 909 | $97K | 0.0% | -14.0% | 0.013% | |
5/21/2025 | Geneos Wealth Management Inc. | 576 | $62K | 0.0% | +1,700.0% | 0.008% | |
5/19/2025 | Jane Street Group LLC | 15,892 | $1.70M | 0.0% | -26.0% | 0.215% | |
5/16/2025 | Goldman Sachs Group Inc. | 52,272 | $5.59M | 0.0% | +4.5% | 0.708% | |
5/15/2025 | Royal Bank of Canada | 26,858 | $2.87M | 0.0% | -28.6% | 0.364% | |
If you saw this, you'd be scared too (Ad) Markets may look strong—but one veteran analyst warns we’re nearing a financial breaking point.
After 40+ years of navigating crashes and crises, he says traditional strategies could soon become wealth destroyers. A time-sensitive briefing reveals what to do now. Watch his urgent warning before this “dark day” hits |
5/15/2025 | MAI Capital Management | 3,229 | $345K | 0.0% | -3.4% | 0.044% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 37,799 | $4.04M | 0.0% | -19.7% | 0.512% | |
5/14/2025 | Kestra Advisory Services LLC | 12,203 | $1.30M | 0.0% | +13.0% | 0.165% | |
5/14/2025 | Ameriprise Financial Inc. | 641,702 | $68.62M | 0.0% | +62.9% | 8.695% | |
5/14/2025 | Flow Traders U.S. LLC | 10,043 | $1.07M | 0.0% | N/A | 0.136% | |
5/14/2025 | RWA Wealth Partners LLC | 31,335 | $3.35M | 0.0% | -4.6% | 0.425% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 34,936 | $3.73M | 0.0% | +4.0% | 0.473% | |
5/13/2025 | Raymond James Financial Inc. | 108,076 | $11.55M | 0.0% | -8.0% | 1.464% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 8,021 | $857K | 0.0% | -51.2% | 0.109% | |
5/12/2025 | Virtu Financial LLC | 19,260 | $2.06M | 0.1% | -28.1% | 0.261% | |
5/9/2025 | Blue Barn Wealth LLC | 4,696 | $502K | 0.3% | -13.2% | 0.064% | |
5/9/2025 | Ackerman Capital Advisors LLC | 9,447 | $1.01M | 0.3% | +5.6% | 0.128% | |
5/8/2025 | Strategic Advocates LLC | 140,245 | $14.99M | 5.2% | +9.6% | 1.900% | |
5/8/2025 | ProVise Management Group LLC | 23,430 | $2.50M | 0.2% | +7.8% | 0.317% | |
5/7/2025 | LPL Financial LLC | 205,431 | $21.96M | 0.0% | -1.4% | 2.784% | |
5/6/2025 | Cetera Investment Advisers | 10,680 | $1.14M | 0.0% | +43.4% | 0.145% | |
5/6/2025 | Avantax Advisory Services Inc. | 3,867 | $413K | 0.0% | -21.3% | 0.052% | |
5/6/2025 | PFG Advisors | 21,452 | $2.29M | 0.1% | +8.4% | 0.291% | |
5/5/2025 | Del Sette Capital Management LLC | 49,325 | $5.27M | 4.1% | -14.2% | 0.668% | |
5/5/2025 | Lowery Thomas LLC | 26,763 | $2.86M | 2.0% | -5.9% | 0.363% | |
5/5/2025 | Kestra Private Wealth Services LLC | 5,699 | $609K | 0.0% | +6.0% | 0.077% | |
5/5/2025 | Private Advisor Group LLC | 18,755 | $2.01M | 0.0% | +0.9% | 0.254% | |
5/2/2025 | Bogart Wealth LLC | 301 | $32K | 0.0% | -39.9% | 0.004% | |
5/1/2025 | CWM LLC | 750 | $80K | 0.0% | +476.9% | 0.010% | |
4/30/2025 | Sierra Capital LLC | 12,188 | $1.30M | 0.2% | +58.9% | 0.165% | |
4/29/2025 | Envestnet Asset Management Inc. | 36,753 | $3.93M | 0.0% | -9.2% | 0.498% | |
4/28/2025 | D.A. Davidson & CO. | 9,526 | $1.02M | 0.0% | +3.6% | 0.129% | |
4/25/2025 | Kieckhefer Group LLC | 41,693 | $4.46M | 3.2% | -50.8% | 0.565% | |
4/25/2025 | Dougherty Wealth Advisers LLC | 63,733 | $6.81M | 5.0% | +8.7% | 0.864% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 11,037 | $1.18M | 0.1% | +6.0% | 0.150% | |
4/22/2025 | Rodgers & Associates LTD | 4,769 | $510K | 0.1% | +14.2% | 0.065% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 16,082 | $1.72M | 0.0% | -3.7% | 0.218% | |
4/22/2025 | Bonfire Financial | 2,411 | $258K | 0.2% | -17.1% | 0.033% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 3,181 | $340K | 0.0% | +35.0% | 0.043% | |
4/18/2025 | Capital Wealth Management LLC | 8,789 | $939K | 0.4% | +4.3% | 0.115% | |
4/17/2025 | Pacific Sun Financial Corp | 4,872 | $521K | 0.3% | +4.7% | 0.064% | |
4/16/2025 | Relyea Zuckerberg Hanson LLC | 2,482 | $265K | 0.0% | -5.1% | 0.032% | |
4/15/2025 | Balanced Wealth Group LLC | 2,493 | $266K | 0.1% | N/A | 0.033% | |
4/15/2025 | Crescent Sterling Ltd. | 3,580 | $383K | 0.4% | +41.1% | 0.047% | |
4/15/2025 | Simplicity Wealth LLC | 7,225 | $772K | 0.1% | N/A | 0.094% | |
4/15/2025 | Signet Financial Management LLC | 4,370 | $467K | 0.1% | -7.1% | 0.057% | |
4/14/2025 | Farther Finance Advisors LLC | 6,237 | $668K | 0.0% | +2,972.4% | 0.081% | |
4/14/2025 | Bank of New Hampshire | 37,366 | $3.99M | 1.0% | +7.0% | 0.488% | |
4/14/2025 | LexAurum Advisors LLC | 14,424 | $1.54M | 0.3% | -8.6% | 0.188% | |
3/10/2025 | SpringVest Wealth Management LLC | 6,614 | $769K | 0.7% | N/A | 0.078% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 2,190 | $255K | 0.0% | +13.5% | 0.026% | |
2/24/2025 | Ameriflex Group Inc. | 220 | $27K | 0.0% | N/A | 0.003% | |
2/17/2025 | Waverly Advisors LLC | 2,869 | $334K | 0.0% | N/A | 0.038% | |
2/17/2025 | Visionary Wealth Advisors | 7,602 | $884K | 0.1% | -23.8% | 0.100% | |
2/17/2025 | Silvercrest Asset Management Group LLC | 17,859 | $2.08M | 0.0% | -40.7% | 0.235% | |
If you saw this, you'd be scared too (Ad) Markets may look strong—but one veteran analyst warns we’re nearing a financial breaking point.
After 40+ years of navigating crashes and crises, he says traditional strategies could soon become wealth destroyers. A time-sensitive briefing reveals what to do now. Watch his urgent warning before this “dark day” hits |
2/17/2025 | CoreCap Advisors LLC | 883 | $103K | 0.0% | +27.6% | 0.012% | |
2/17/2025 | Cetera Investment Advisers | 7,449 | $866K | 0.0% | -26.6% | 0.098% | |
2/17/2025 | Bank of America Corp DE | 131,242 | $15.27M | 0.0% | +9.8% | 1.727% | |
2/17/2025 | Ameriprise Financial Inc. | 393,929 | $45.81M | 0.0% | +28.9% | 5.183% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 9,551 | $1.11M | 0.0% | -4.8% | 0.126% | |
2/14/2025 | Jane Street Group LLC | 21,462 | $2.50M | 0.0% | +112.0% | 0.282% | |
2/14/2025 | Beacon Pointe Advisors LLC | 3,617 | $421K | 0.0% | -8.7% | 0.048% | |
2/14/2025 | Two Sigma Securities LLC | 8,637 | $1.01M | 0.1% | N/A | 0.114% | |
2/14/2025 | Susquehanna International Group LLP | 39,342 | $4.58M | 0.0% | +1,336.9% | 0.518% | |
2/14/2025 | MML Investors Services LLC | 10,032 | $1.17M | 0.0% | -1.8% | 0.132% | |