4/18/2025 | Creative Capital Management Investments LLC | 589 | $36K | 0.0% | -26.3% | 0.005% | |
4/18/2025 | Insigneo Advisory Services LLC | 6,371 | $393K | 0.0% | -32.8% | 0.050% | |
4/17/2025 | Avid Wealth Partners LLC | 112,586 | $6.95M | 4.7% | N/A | 0.881% | |
4/17/2025 | Janney Montgomery Scott LLC | 14,114 | $871K | 0.0% | -4.4% | 0.110% | |
4/17/2025 | Pacific Sun Financial Corp | 21,280 | $1.31M | 0.7% | -4.1% | 0.167% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 14,315 | $884K | 0.0% | +21.8% | 0.112% | |
4/16/2025 | Marshall Financial Group LLC | 4,399 | $272K | 0.1% | -9.3% | 0.034% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 1,080 | $67K | 0.0% | +174.8% | 0.008% | |
4/15/2025 | Investment Partners Asset Management Inc. | 16,109 | $994K | 0.8% | +7.3% | 0.126% | |
4/15/2025 | CX Institutional | 399 | $25K | 0.0% | N/A | 0.003% | |
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4/14/2025 | PFS Partners LLC | 128,485 | $7.93M | 4.2% | +1.7% | 1.005% | |
4/10/2025 | ACT Advisors LLC. | 4,926 | $304K | 0.2% | -14.5% | 0.039% | |
4/10/2025 | Lmcg Investments LLC | 33,276 | $2.05M | 0.1% | +46.6% | 0.260% | |
4/10/2025 | Accel Wealth Management | 5,906 | $365K | 0.1% | -4.6% | 0.046% | |
4/1/2025 | MassMutual Private Wealth & Trust FSB | 16,494 | $1.02M | 0.0% | +90.9% | 0.129% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 11,755 | $715K | 0.0% | +84.5% | 0.093% | |
3/6/2025 | IronOak Wealth LLC. | 16,411 | $998K | 1.1% | N/A | 0.131% | |
2/27/2025 | REAP Financial Group LLC | 438 | $27K | 0.0% | N/A | 0.004% | |
2/26/2025 | Sculati Wealth Management LLC | 131,540 | $8M | 3.1% | +4.8% | 1.051% | |
2/19/2025 | Richmond Investment Services LLC | 5,046 | $307K | 0.2% | N/A | 0.035% | |
2/17/2025 | Waverly Advisors LLC | 14,193 | $863K | 0.0% | -27.4% | 0.098% | |
2/17/2025 | Visionary Wealth Advisors | 14,617 | $889K | 0.1% | -1.5% | 0.101% | |
2/17/2025 | Two Sigma Investments LP | 14,100 | $858K | 0.0% | -71.6% | 0.098% | |
2/17/2025 | Redwood Financial Network Corp | 3,541 | $215K | 0.2% | -8.7% | 0.025% | |
2/17/2025 | Obsidian Personal Planning Solutions LLC | 124,478 | $7.72M | 3.7% | +3.3% | 0.863% | |
2/17/2025 | Cambridge Investment Research Advisors Inc. | 450,099 | $27.38M | 0.1% | -2.6% | 3.119% | |
2/17/2025 | Baird Financial Group Inc. | 143,571 | $8.73M | 0.0% | +4.4% | 0.995% | |
2/17/2025 | Bank of America Corp DE | 110,451 | $6.72M | 0.0% | +34.2% | 0.765% | |
2/17/2025 | Ameriprise Financial Inc. | 212,561 | $12.93M | 0.0% | +1.8% | 1.473% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 142,246 | $8.65M | 0.0% | N/A | 0.986% | |
2/14/2025 | Jane Street Group LLC | 5,218 | $317K | 0.0% | -63.9% | 0.036% | |
2/14/2025 | Comerica Bank | 1,358 | $83K | 0.0% | -28.1% | 0.009% | |
2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 684 | $42K | 0.0% | N/A | 0.005% | |
2/14/2025 | Capital Analysts LLC | 28,864 | $1.76M | 0.1% | -2.2% | 0.200% | |
2/14/2025 | Two Sigma Securities LLC | 4,031 | $245K | 0.0% | N/A | 0.028% | |
2/14/2025 | IHT Wealth Management LLC | 3,579 | $218K | 0.0% | -4.8% | 0.025% | |
2/14/2025 | Stifel Financial Corp | 36,939 | $2.25M | 0.0% | -45.2% | 0.256% | |
2/14/2025 | Transce3nd LLC | 1,445 | $88K | 0.0% | N/A | 0.010% | |
2/14/2025 | MML Investors Services LLC | 55,237 | $3.36M | 0.0% | -1.7% | 0.383% | |
2/13/2025 | United Capital Financial Advisors LLC | 18,322 | $1.11M | 0.0% | +2.1% | 0.127% | |
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2/13/2025 | CreativeOne Wealth LLC | 16,623 | $1.01M | 0.0% | -3.2% | 0.115% | |
2/13/2025 | Mariner LLC | 40,596 | $2.47M | 0.0% | -0.4% | 0.281% | |
2/13/2025 | Invesco Ltd. | 6,891 | $419K | 0.0% | -16.4% | 0.048% | |
2/13/2025 | Envestnet Asset Management Inc. | 305,666 | $18.59M | 0.0% | -2.5% | 2.118% | |
2/13/2025 | Wells Fargo & Company MN | 100,264 | $6.10M | 0.0% | -11.5% | 0.695% | |
2/12/2025 | OLD Mission Capital LLC | 21,173 | $1.29M | 0.0% | +62.2% | 0.147% | |
2/12/2025 | Hazlett Burt & Watson Inc. | 2,924 | $178K | 0.1% | +192.4% | 0.020% | |
2/12/2025 | Orion Portfolio Solutions LLC | 12,991 | $790K | 0.0% | N/A | 0.090% | |
2/12/2025 | Blair William & Co. IL | 2,410 | $147K | 0.0% | -15.4% | 0.017% | |
2/11/2025 | FineMark National Bank & Trust | 22,786 | $1.39M | 0.0% | -5.2% | 0.158% | |
2/11/2025 | LPL Financial LLC | 393,865 | $23.96M | 0.0% | -0.7% | 2.729% | |
2/11/2025 | Runnymede Capital Advisors Inc. | 735 | $45K | 0.0% | N/A | 0.005% | |
2/11/2025 | Virtu Financial LLC | 12,334 | $750K | 0.0% | N/A | 0.085% | |
2/11/2025 | ProVise Management Group LLC | 58,439 | $3.55M | 0.3% | +2.8% | 0.405% | |
2/10/2025 | Harbour Investments Inc. | 32,194 | $1.96M | 0.1% | +1.5% | 0.223% | |
2/10/2025 | Commonwealth Equity Services LLC | 285,293 | $17.35M | 0.0% | +13.1% | 1.977% | |
2/10/2025 | Avantax Advisory Services Inc. | 9,763 | $594K | 0.0% | -21.2% | 0.068% | |
2/7/2025 | HighTower Advisors LLC | 41,934 | $2.55M | 0.0% | -6.4% | 0.291% | |
2/7/2025 | Independent Advisor Alliance | 21,443 | $1.30M | 0.0% | N/A | 0.149% | |
2/7/2025 | Daiwa Securities Group Inc. | 7,800 | $474K | 0.0% | +27.9% | 0.054% | |
2/7/2025 | PNC Financial Services Group Inc. | 238,930 | $14.53M | 0.0% | -1.8% | 1.656% | |
2/6/2025 | Raymond James Financial Inc. | 176,750 | $10.75M | 0.0% | N/A | 1.225% | |
2/6/2025 | LVZ Inc. | 3,421 | $208K | 0.0% | -6.8% | 0.024% | |
2/6/2025 | Synergy Investment Management LLC | 3,006 | $183K | 0.1% | N/A | 0.021% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 3,527 | $215K | 0.0% | +15.1% | 0.024% | |
2/6/2025 | Jones Financial Companies Lllp | 57,694 | $3.51M | 0.0% | +58.0% | 0.400% | |
2/4/2025 | MorganRosel Wealth Management LLC | 13,226 | $804K | 0.3% | +9.1% | 0.092% | |
2/4/2025 | Bank of New York Mellon Corp | 392,753 | $23.89M | 0.0% | +1.8% | 2.722% | |
2/4/2025 | Portland Financial Advisors Inc | 12,106 | $736K | 2.0% | N/A | 0.084% | |
2/4/2025 | Mainstay Capital Management LLC ADV | 3,434 | $209K | 0.0% | N/A | 0.024% | |
2/3/2025 | Private Advisor Group LLC | 16,256 | $989K | 0.0% | -6.8% | 0.113% | |
2/3/2025 | Laidlaw Wealth Management LLC | 20,766 | $1.26M | 0.6% | -21.0% | 0.144% | |
1/31/2025 | Atlas Legacy Advisors LLC | 4,983 | $303K | 0.1% | N/A | 0.035% | |
1/31/2025 | J.W. Cole Advisors Inc. | 5,848 | $356K | 0.0% | N/A | 0.041% | |
1/30/2025 | Allworth Financial LP | 3,983 | $246K | 0.0% | +14.9% | 0.028% | |
1/30/2025 | DORVAL Corp | 225,111 | $13.69M | 5.4% | +2.3% | 1.560% | |
1/30/2025 | Investment Partners Asset Management Inc. | 15,012 | $913K | 0.7% | +2.7% | 0.104% | |
1/29/2025 | Avestar Capital LLC | 15,898 | $967K | 0.1% | -53.3% | 0.110% | |
1/29/2025 | Comprehensive Financial Planning Inc. PA | 453 | $28K | 0.0% | N/A | 0.003% | |
1/28/2025 | Golden State Wealth Management LLC | 21,801 | $1.33M | 0.2% | N/A | 0.151% | |
1/27/2025 | Financial Advocates Investment Management | 14,603 | $888K | 0.1% | -17.3% | 0.101% | |
1/27/2025 | Moneywise Inc. | 14,533 | $884K | 0.4% | -18.4% | 0.101% | |
1/27/2025 | Syntegra Private Wealth Group LLC | 8,281 | $504K | 0.1% | -2.3% | 0.057% | |
1/27/2025 | Win Advisors Inc. | 14,531 | $884K | 0.4% | -15.4% | 0.101% | |
1/27/2025 | PFS Partners LLC | 126,349 | $7.69M | 4.1% | +0.2% | 0.876% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 19,880 | $1.21M | 0.0% | N/A | 0.138% | |
1/24/2025 | Clear Creek Financial Management LLC | 21,733 | $1.32M | 0.1% | +6.8% | 0.151% | |
1/23/2025 | Capital Investment Advisory Services LLC | 632 | $38K | 0.0% | -68.6% | 0.004% | |
1/21/2025 | High Net Worth Advisory Group LLC | 4,450 | $271K | 0.1% | -8.2% | 0.031% | |
1/21/2025 | Marshall Financial Group LLC | 4,851 | $295K | 0.1% | -3.6% | 0.034% | |
How War with China Could Start in 128 Days (Ad) The clock is ticking.
Those who aren't prepared could lose everything.
I've identified 43 investments we believe are in immediate danger. There's a good chance you own at least one of these through a brokerage account, mutual fund, 401K, |
1/21/2025 | CFS Investment Advisory Services LLC | 4,937 | $300K | 0.0% | -4.5% | 0.034% | |
1/17/2025 | Sheets Smith Wealth Management | 13,331 | $811K | 0.1% | +6.5% | 0.092% | |
1/16/2025 | Lmcg Investments LLC | 22,697 | $1.38M | 0.1% | +54.7% | 0.157% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 8,638 | $525K | 0.0% | +799.8% | 0.060% | |
1/16/2025 | Liberty One Investment Management LLC | 42,148 | $2.56M | 0.3% | +1.0% | 0.292% | |
1/15/2025 | Ameritas Advisory Services LLC | 13,331 | $811K | 0.0% | -45.7% | 0.092% | |
1/14/2025 | Pinnacle Bancorp Inc. | 4,200 | $255K | 0.1% | -19.7% | 0.029% | |
1/13/2025 | Johnson & White Wealth Management LLC | 32,074 | $1.94M | 1.2% | +2.4% | 0.222% | |
1/13/2025 | ACT Advisors LLC. | 5,759 | $350K | 0.2% | -11.8% | 0.040% | |
1/13/2025 | Brookstone Capital Management | 341,837 | $20.79M | 0.3% | -4.0% | 2.369% | |