| 5/20/2025 | Focus Partners Wealth | 2,559,824 | $71.09M | 0.2% | +46.5% | 0.848% | |
| 5/20/2025 | Integrity Alliance LLC. | 628,369 | $17.45M | 0.7% | N/A | 0.208% | |
| 5/19/2025 | Jane Street Group LLC | 216,625 | $6.02M | 0.0% | -36.0% | 0.072% | |
| 5/19/2025 | SageView Advisory Group LLC | 118,926 | $3.30M | 0.1% | -0.7% | 0.039% | |
| 5/19/2025 | Client 1ST Advisory Group LLC | 499,425 | $13.87M | 5.4% | -3.7% | 0.165% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 12,462 | $346K | 0.0% | +9.7% | 0.004% | |
| 5/16/2025 | Kestra Investment Management LLC | 4,730,371 | $131.36M | 4.1% | +89.7% | 1.597% | |
| 5/16/2025 | Plancorp LLC | 455,461 | $12.65M | 0.5% | N/A | 0.154% | |
| 5/16/2025 | NewEdge Advisors LLC | 1,081,377 | $30.03M | 0.2% | -12.1% | 0.365% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 381,438 | $10.59M | 0.1% | +5.4% | 0.129% | |
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| 5/16/2025 | Jentner Corp | 1,235,736 | $34.32M | 10.3% | +2.7% | 0.417% | |
| 5/16/2025 | Copperleaf Capital LLC | 90,391 | $2.51M | 1.5% | +3.3% | 0.031% | |
| 5/16/2025 | AQR Capital Management LLC | 53,814 | $1.49M | 0.0% | +5.7% | 0.018% | |
| 5/15/2025 | Family Office Research LLC | 160,478 | $4.46M | 2.2% | -6.0% | 0.054% | |
| 5/15/2025 | EP Wealth Advisors LLC | 860,660 | $23.90M | 0.2% | +675.8% | 0.291% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 847,754 | $23.54M | 0.4% | +13.9% | 0.286% | |
| 5/15/2025 | Royal Bank of Canada | 26,924 | $748K | 0.0% | +35.6% | 0.009% | |
| 5/15/2025 | Betterment LLC | 1,445,557 | $40.14M | 0.1% | +10.5% | 0.488% | |
| 5/15/2025 | MAI Capital Management | 51,182 | $1.42M | 0.0% | +4.8% | 0.017% | |
| 5/15/2025 | Baird Financial Group Inc. | 1,672,274 | $46.44M | 0.1% | +0.4% | 0.565% | |
| 5/15/2025 | OLD Mission Capital LLC | 137,152 | $3.81M | 0.1% | N/A | 0.046% | |
| 5/14/2025 | Triad Wealth Partners LLC | 21,369 | $593K | 0.2% | +110.1% | 0.007% | |
| 5/14/2025 | CreativeOne Wealth LLC | 50,215 | $1.39M | 0.0% | +7.0% | 0.017% | |
| 5/14/2025 | Entrewealth LLC | 148,845 | $4.13M | 3.2% | -9.7% | 0.050% | |
| 5/14/2025 | Envision Financial Planning LLC | 30,990 | $861K | 0.4% | +19.0% | 0.010% | |
| 5/14/2025 | Hill Investment Group Partners LLC | 2,194,800 | $60.95M | 8.4% | -0.2% | 0.741% | |
| 5/14/2025 | Freedom Investment Management Inc. | 888,675 | $24.68M | 2.1% | -1.0% | 0.300% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 132,124 | $3.70M | 0.4% | -6.5% | 0.045% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 4,541 | $126K | 0.0% | -51.7% | 0.002% | |
| 5/14/2025 | Lionshead Wealth Management LLC | 11,003 | $306K | 0.3% | -45.5% | 0.004% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 24,673 | $685K | 0.0% | -25.4% | 0.008% | |
| 5/14/2025 | Kestra Advisory Services LLC | 452,972 | $12.58M | 0.1% | -5.4% | 0.153% | |
| 5/14/2025 | Miramar Fiduciary Corp | 2,269,446 | $63.02M | 56.7% | +4.4% | 0.766% | |
| 5/14/2025 | CW Advisors LLC | 26,641 | $740K | 0.0% | N/A | 0.009% | |
| 5/14/2025 | Kaufman Rossin Wealth LLC | 7,462 | $207K | 0.1% | N/A | 0.003% | |
| 5/14/2025 | Elevate Wealth Advisory Inc. | 3,679 | $102K | 0.1% | +33.4% | 0.001% | |
| 5/14/2025 | Sensible Money LLC | 430,656 | $11.96M | 5.1% | +29.5% | 0.145% | |
| 5/13/2025 | RW Investment Management LLC | 4,743,178 | $131.72M | 16.2% | -3.5% | 1.601% | |
| 5/13/2025 | Raymond James Financial Inc. | 210,925 | $5.86M | 0.0% | +6.8% | 0.071% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 463,493 | $12.87M | 0.3% | -24.1% | 0.156% | |
Musk’s Project Colossus could mint millionaires (Ad) I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history.
And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI. All the details are waiting for you now — but you need to act before the May 1st funding window clos |
| 5/13/2025 | American Investment Services Inc. | 431,916 | $11.99M | 2.1% | +10.3% | 0.146% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 345,956 | $9.61M | 0.5% | +87.7% | 0.117% | |
| 5/13/2025 | Watchman Group Inc. | 429,692 | $11.93M | 3.3% | -4.2% | 0.145% | |
| 5/13/2025 | Waypoint Wealth Partners Inc. | 413,478 | $11.48M | 3.2% | -1.4% | 0.140% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 1,183,390 | $32.86M | 0.8% | +14.9% | 0.400% | |
| 5/13/2025 | Evensky & Katz LLC | 6,319,608 | $175.50M | 11.8% | +3.1% | 2.134% | |
| 5/13/2025 | HighTower Advisors LLC | 5,171,216 | $143.61M | 0.2% | +6.1% | 1.746% | |
| 5/13/2025 | Sterling Wealth Advisors Inc | 325,826 | $9.05M | 7.0% | +7.8% | 0.110% | |
| 5/12/2025 | Mustard Seed Financial LLC | 19,798 | $550K | 0.4% | -9.4% | 0.007% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 1,429,530 | $39.70M | 0.1% | -2.4% | 0.483% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 1,071,152 | $29.80M | 2.4% | +6.6% | 0.362% | |
| 5/12/2025 | Cobblestone Capital Advisors LLC NY | 17,150 | $476K | 0.0% | +27.4% | 0.006% | |
| 5/12/2025 | Aveo Capital Partners LLC | 653,005 | $19.08M | 3.1% | +8.4% | 0.220% | |
| 5/12/2025 | Berger Financial Group Inc | 62,650 | $1.74M | 0.1% | -11.4% | 0.021% | |
| 5/12/2025 | Townsquare Capital LLC | 133,479 | $3.71M | 0.0% | +74.4% | 0.045% | |
| 5/12/2025 | Summit Financial Strategies Inc. | 3,887,132 | $107.95M | 10.9% | +2.1% | 1.312% | |
| 5/12/2025 | Truepoint Inc. | 2,002,590 | $55.61M | 1.5% | -1.0% | 0.676% | |
| 5/12/2025 | Savvy Advisors Inc. | 25,328 | $703K | 0.1% | -6.2% | 0.009% | |
| 5/12/2025 | National Bank of Canada FI | 4,625 | $131K | 0.0% | +79.8% | 0.002% | |
| 5/12/2025 | One Degree Advisors Inc | 521,463 | $14.48M | 6.0% | +6.7% | 0.176% | |
| 5/9/2025 | Solutions 4 Wealth Ltd | 34,761 | $965K | 1.7% | -2.1% | 0.012% | |
| 5/9/2025 | Keb Asset Management LLC | 171,840 | $4.77M | 1.4% | +7.0% | 0.058% | |
| 5/9/2025 | VeraBank N.A. | 521,889 | $14.49M | 4.0% | +8.2% | 0.176% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 499,121 | $14.58M | 0.5% | +12.4% | 0.169% | |
| 5/9/2025 | North Ridge Wealth Advisors Inc. | 302,036 | $8.39M | 5.6% | +2.0% | 0.102% | |
| 5/9/2025 | Warburton Capital Management LLC | 46,539 | $1.29M | 0.9% | +21.8% | 0.016% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 16,845 | $468K | 0.0% | +35.5% | 0.006% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 1,260,622 | $35.01M | 0.0% | +0.1% | 0.426% | |
| 5/9/2025 | Liberty Wealth Management LLC | 1,440,361 | $40.00M | 0.7% | +186.0% | 0.486% | |
| 5/8/2025 | Hurlow Wealth Management Group Inc. | 307,662 | $8.54M | 2.7% | +10.2% | 0.104% | |
| 5/8/2025 | Shufro Rose & Co. LLC | 19,129 | $531K | 0.0% | N/A | 0.006% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 8,981 | $249K | 0.0% | N/A | 0.003% | |
| 5/8/2025 | Tillman Hartley LLC | 398,394 | $11.06M | 3.2% | +0.1% | 0.135% | |
| 5/8/2025 | Hoxton Planning & Management LLC | 29,108 | $808K | 0.3% | N/A | 0.010% | |
| 5/8/2025 | NorthRock Partners LLC | 4,663 | $129K | 0.0% | N/A | 0.002% | |
| 5/8/2025 | Aegis Wealth Management LLC | 80,850 | $2.25M | 1.3% | +12.0% | 0.027% | |
| 5/8/2025 | Delap Wealth Advisory LLC | 12,895 | $358K | 0.2% | +10.1% | 0.004% | |
| 5/8/2025 | Squire Investment Management Company LLC | 66,788 | $1.86M | 0.8% | +9.0% | 0.023% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 357,272 | $9.92M | 0.3% | +4.6% | 0.121% | |
| 5/7/2025 | Lutz Financial Services LLC | 741,577 | $20.59M | 1.7% | +6.4% | 0.250% | |
| 5/7/2025 | Hurley Capital LLC | 5,657 | $157K | 0.1% | +34.9% | 0.002% | |
| 5/7/2025 | Your Advocates Ltd. LLP | 1,274,641 | $35.40M | 13.6% | +1.9% | 0.430% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 63,745 | $1.77M | 0.0% | +6.1% | 0.022% | |
| 5/7/2025 | Schubert & Co | 92,423 | $2.57M | 1.8% | +25.1% | 0.031% | |
| 5/7/2025 | AWM Capital LLC | 2,967,603 | $82.41M | 9.6% | +1.8% | 1.002% | |
| 5/7/2025 | Werba Rubin Papier Wealth Management | 35,615 | $989K | 0.2% | +50.1% | 0.012% | |
| 5/7/2025 | Passive Capital Management LLC. | 489,550 | $13.60M | 4.2% | +13.1% | 0.165% | |
| 5/7/2025 | Wealthstream Advisors Inc. | 3,209,046 | $89.12M | 16.7% | +3.3% | 1.083% | |
| 5/7/2025 | LPL Financial LLC | 2,771,687 | $76.97M | 0.0% | +15.7% | 0.936% | |
| 5/7/2025 | HB Wealth Management LLC | 33,607 | $933K | 0.0% | N/A | 0.011% | |
Musk’s Project Colossus could mint millionaires (Ad) I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history.
And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI. All the details are waiting for you now — but you need to act before the May 1st funding window clos |
| 5/7/2025 | Angeles Wealth Management LLC | 10,393 | $289K | 0.0% | -46.4% | 0.004% | |
| 5/7/2025 | Keystone Financial Group Inc. | 1,204 | $35K | 0.0% | N/A | 0.000% | |
| 5/7/2025 | Prospect Financial Group LLC | 145,088 | $4.03M | 5.1% | -0.9% | 0.049% | |
| 5/6/2025 | Assetmark Inc. | 2,341 | $65K | 0.0% | +443.2% | 0.001% | |
| 5/6/2025 | USAdvisors Wealth Management LLC | 44,752 | $1.24M | 0.4% | N/A | 0.015% | |
| 5/6/2025 | Grand Wealth Management LLC | 250,119 | $6.95M | 3.8% | +0.6% | 0.084% | |
| 5/6/2025 | AE Wealth Management LLC | 5,200 | $144K | 0.0% | -15.1% | 0.002% | |
| 5/6/2025 | Blume Capital Management Inc. | 633,109 | $17.58M | 3.9% | +7.2% | 0.214% | |
| 5/6/2025 | Abel Hall LLC | 342,954 | $9.52M | 5.7% | +0.5% | 0.116% | |
| 5/6/2025 | Burney Co. | 822,060 | $22.83M | 0.8% | +5.9% | 0.278% | |
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