7/7/2025 | Discipline Wealth Solutions LLC | 6,859 | $202K | 0.1% | N/A | 0.005% | |
7/3/2025 | CPA Asset Management LLC | 302,448 | $8.92M | 3.7% | -1.6% | 0.215% | |
7/3/2025 | Fiduciary Financial Group LLC | 241,724 | $7.13M | 1.3% | +5.9% | 0.172% | |
6/6/2025 | Blue Oak Capital LLC | 181,285 | $4.88M | 2.7% | +4.5% | 0.136% | |
5/21/2025 | Geneos Wealth Management Inc. | 3,330 | $90K | 0.0% | N/A | 0.002% | |
5/20/2025 | Focus Partners Wealth | 6,378,392 | $171.83M | 0.4% | +125.9% | 4.774% | |
5/20/2025 | Integrity Alliance LLC. | 200,454 | $5.40M | 0.2% | N/A | 0.150% | |
5/19/2025 | Jane Street Group LLC | 1,230,922 | $33.16M | 0.0% | -21.9% | 0.921% | |
5/16/2025 | Jones Financial Companies Lllp | 196,729 | $5.15M | 0.0% | +353.5% | 0.150% | |
5/16/2025 | Integrated Wealth Concepts LLC | 56,960 | $1.54M | 0.0% | +0.6% | 0.043% | |
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5/16/2025 | Investmark Advisory Group LLC | 30,800 | $830K | 0.4% | +4.4% | 0.023% | |
5/16/2025 | AQR Capital Management LLC | 22,009 | $593K | 0.0% | +54.4% | 0.017% | |
5/16/2025 | Aprio Wealth Management LLC | 2,134,609 | $57.51M | 7.2% | +6.3% | 1.623% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 2,034,946 | $54.82M | 0.8% | +23.8% | 1.547% | |
5/15/2025 | Royal Bank of Canada | 155,584 | $4.19M | 0.0% | -30.2% | 0.118% | |
5/15/2025 | Betterment LLC | 38,505 | $1.04M | 0.0% | +41.1% | 0.029% | |
5/15/2025 | OLD Mission Capital LLC | 156,502 | $4.22M | 0.1% | -61.3% | 0.119% | |
5/15/2025 | Tortoise Investment Management LLC | 94,100 | $2.54M | 0.3% | +8.5% | 0.072% | |
5/14/2025 | Quadcap Wealth Management LLC | 280,227 | $7.55M | 1.1% | +0.3% | 0.213% | |
5/14/2025 | Envision Financial Planning LLC | 399,212 | $10.76M | 5.5% | +4.2% | 0.303% | |
5/14/2025 | Jane Street Group LLC | 1,230,922 | $33.16M | 0.0% | -21.9% | 0.936% | |
5/14/2025 | Freedom Investment Management Inc. | 128,043 | $3.45M | 0.3% | -3.3% | 0.097% | |
5/14/2025 | Sax Wealth Advisors LLC | 434,161 | $11.70M | 0.8% | -11.0% | 0.330% | |
5/14/2025 | CW Advisors LLC | 17,961 | $486K | 0.0% | N/A | 0.014% | |
5/14/2025 | Kaufman Rossin Wealth LLC | 169,938 | $4.58M | 3.3% | +5.4% | 0.129% | |
5/14/2025 | Elevate Wealth Advisory Inc. | 5,597 | $151K | 0.1% | -41.2% | 0.004% | |
5/14/2025 | Voisard Asset Management Group Inc. | 198,696 | $5.35M | 1.6% | +43.8% | 0.151% | |
5/13/2025 | Raymond James Financial Inc. | 119,872 | $3.23M | 0.0% | +80.8% | 0.091% | |
5/13/2025 | Forvis Mazars Wealth Advisors LLC | 520,776 | $14.03M | 0.3% | -16.2% | 0.396% | |
5/13/2025 | EverSource Wealth Advisors LLC | 103,625 | $2.79M | 0.2% | +10.3% | 0.079% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 403,203 | $10.86M | 0.3% | +16.2% | 0.307% | |
5/13/2025 | Callan Family Office LLC | 32,750 | $882K | 0.1% | N/A | 0.025% | |
5/13/2025 | HighTower Advisors LLC | 2,264,476 | $61.01M | 0.1% | +4.3% | 1.721% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 198,164 | $5.34M | 0.0% | -0.5% | 0.151% | |
5/12/2025 | Townsquare Capital LLC | 79,213 | $2.13M | 0.0% | -20.9% | 0.060% | |
5/12/2025 | AlphaCore Capital LLC | 1,246 | $34K | 0.0% | N/A | 0.001% | |
5/9/2025 | Keb Asset Management LLC | 22,176 | $597K | 0.2% | +81.6% | 0.017% | |
5/9/2025 | Chicago Partners Investment Group LLC | 164,017 | $4.62M | 0.2% | +6.1% | 0.125% | |
5/9/2025 | Pinney & Scofield Inc. | 76,075 | $2.05M | 1.5% | +35.8% | 0.058% | |
5/9/2025 | Navigoe LLC | 119,323 | $3.21M | 2.8% | +590.0% | 0.091% | |
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In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom…
And only one company here in the U.S. can mine this obscure metal. Click here to get the details on this virtual monopoly. |
5/9/2025 | Exencial Wealth Advisors LLC | 346,269 | $9.33M | 0.3% | +15.6% | 0.263% | |
5/9/2025 | Wealthspire Advisors LLC | 375,386 | $10.11M | 0.1% | -1.1% | 0.285% | |
5/9/2025 | Strategic Investment Solutions Inc. IL | 7,980 | $215K | 0.1% | -51.7% | 0.006% | |
5/9/2025 | Earned Wealth Advisors LLC | 20,257 | $546K | 0.1% | +17.2% | 0.015% | |
5/9/2025 | Liberty Wealth Management LLC | 758,453 | $20.43M | 0.4% | +180.0% | 0.577% | |
5/8/2025 | Altiora Financial Group LLC | 53,611 | $1.44M | 0.3% | +2.4% | 0.041% | |
5/8/2025 | Modera Wealth Management LLC | 751,326 | $20.24M | 0.3% | +951.6% | 0.571% | |
5/8/2025 | Delap Wealth Advisory LLC | 30,353 | $818K | 0.5% | +186.1% | 0.023% | |
5/8/2025 | Meredith Wealth Planning | 424,472 | $11.44M | 5.0% | +4.2% | 0.323% | |
5/7/2025 | Schubert & Co | 55,496 | $1.50M | 1.0% | +16.3% | 0.042% | |
5/7/2025 | LPL Financial LLC | 82,960 | $2.24M | 0.0% | +1.8% | 0.063% | |
5/7/2025 | Angeles Wealth Management LLC | 8,561 | $231K | 0.0% | -53.0% | 0.007% | |
5/7/2025 | Drive Wealth Management LLC | 52,000 | $1.40M | 0.3% | -6.5% | 0.040% | |
5/6/2025 | Assetmark Inc. | 1,027 | $28K | 0.0% | +1,801.9% | 0.001% | |
5/6/2025 | Maryland Capital Advisors Inc. | 16,445 | $443K | 0.2% | +24.0% | 0.013% | |
5/6/2025 | AE Wealth Management LLC | 264,591 | $7.13M | 0.1% | +5.8% | 0.201% | |
5/6/2025 | Abel Hall LLC | 108,258 | $2.92M | 1.8% | +1.1% | 0.082% | |
5/6/2025 | Summit Wealth Partners LLC | 51,958 | $1.40M | 0.3% | +11.7% | 0.039% | |
5/6/2025 | Efficient Advisors LLC | 562,745 | $15.16M | 0.9% | -3.5% | 0.428% | |
5/6/2025 | PFG Advisors | 80,559 | $2.17M | 0.1% | +9.3% | 0.061% | |
5/5/2025 | Nwam LLC | 33,249 | $896K | 0.1% | -40.2% | 0.025% | |
5/5/2025 | Riverchase Wealth Management LLC | 28,367 | $764K | 0.5% | -11.0% | 0.022% | |
5/5/2025 | Yeomans Consulting Group Inc. | 106,177 | $2.86M | 1.1% | +8.5% | 0.081% | |
5/2/2025 | Midwest Heritage Bank FSB | 67,901 | $1.83M | 0.8% | +29.4% | 0.052% | |
5/2/2025 | Forum Financial Management LP | 6,010,295 | $161.92M | 2.7% | -3.4% | 4.569% | |
5/2/2025 | MB Generational Wealth LLC | 204,511 | $5.51M | 4.1% | +0.9% | 0.155% | |
5/2/2025 | Bridgewater Advisors Inc. | 828,561 | $23.02M | 2.0% | -28.4% | 0.630% | |
5/2/2025 | Fortress Wealth Management Inc. | 355,825 | $9.59M | 5.0% | -11.5% | 0.270% | |
5/2/2025 | Apollon Wealth Management LLC | 24,400 | $657K | 0.0% | -26.9% | 0.019% | |
5/2/2025 | Signaturefd LLC | 12,196 | $329K | 0.0% | -21.0% | 0.009% | |
5/1/2025 | CWM LLC | 9,054 | $244K | 0.0% | -11.3% | 0.007% | |
5/1/2025 | United Wealth Management LLC | 321,353 | $8.66M | 2.7% | +11.4% | 0.244% | |
5/1/2025 | Satovsky Asset Management LLC | 1,683,254 | $45.35M | 10.1% | +1.0% | 1.280% | |
5/1/2025 | Acorn Wealth Advisors LLC | 17,696 | $477K | 0.2% | -17.5% | 0.013% | |
5/1/2025 | Bridge Generations Wealth Management LLC | 215,285 | $5.80M | 3.6% | -4.0% | 0.164% | |
4/30/2025 | TRU Independence Asset Management 2 LLC | 32,236 | $868K | 0.7% | +22.5% | 0.025% | |
4/30/2025 | Allworth Financial LP | 1,088 | $30K | 0.0% | N/A | 0.001% | |
4/30/2025 | Index Fund Advisors Inc. | 12,904 | $348K | 0.0% | +57.2% | 0.010% | |
4/30/2025 | Axxcess Wealth Management LLC | 24,583 | $662K | 0.0% | N/A | 0.019% | |
4/29/2025 | Centennial Bank AR | 23,626 | $636K | 0.3% | -5.4% | 0.018% | |
4/29/2025 | Envestnet Asset Management Inc. | 22,605,493 | $608.99M | 0.2% | -5.5% | 17.184% | |
4/29/2025 | Jackson Thornton Wealth Management LLC | 65,357 | $1.76M | 0.2% | +54.2% | 0.050% | |
4/29/2025 | von Borstel & Associates Inc. | 462,028 | $12.45M | 3.7% | +26.3% | 0.351% | |
4/29/2025 | Capital Investment Advisory Services LLC | 11,284 | $304K | 0.0% | +98.4% | 0.009% | |
4/29/2025 | Mills Wealth Advisors LLC | 323,780 | $8.72M | 4.6% | +30.5% | 0.246% | |
4/29/2025 | OneDigital Investment Advisors LLC | 60,850 | $1.64M | 0.0% | +67.3% | 0.046% | |
4/28/2025 | BetterWealth LLC | 176,826 | $4.76M | 1.3% | -5.0% | 0.134% | |
4/28/2025 | Astoria Portfolio Advisors LLC. | 9,960 | $271K | 0.1% | N/A | 0.008% | |
4/25/2025 | Oceanside Advisors LLC | 272,820 | $7.35M | 5.3% | +2.9% | 0.207% | |
4/25/2025 | Northwest Wealth Management LLC | 160,860 | $4.33M | 0.9% | +22.4% | 0.122% | |
$100 Trillion “AI Metal” Found in American Ghost Town (Ad) Jeff Brown recently traveled to a ghost town in the middle of an American desert…
To investigate what could be the biggest technology story of this decade.
In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom…
And only one company here in the U.S. can mine this obscure metal. Click here to get the details on this virtual monopoly. |
4/25/2025 | Sollinda Capital Management LLC | 20,861 | $562K | 0.2% | +34.8% | 0.016% | |
4/25/2025 | Waterfront Wealth Inc. | 129,863 | $3.50M | 0.9% | -9.0% | 0.099% | |
4/25/2025 | Hutchens & Kramer Investment Management Group LLC | 8,200 | $221K | 0.1% | -9.6% | 0.006% | |
4/25/2025 | Grunden Financial Advisory Inc. | 374,575 | $10.09M | 4.9% | +2.5% | 0.285% | |
4/25/2025 | RCS Financial Planning LLC | 25,178 | $678K | 0.4% | -9.1% | 0.019% | |
4/25/2025 | Master S Wealth Management Inc. | 149,735 | $4.03M | 2.1% | +4.3% | 0.114% | |
4/24/2025 | Diversified Trust Co | 7,500 | $202K | 0.0% | N/A | 0.006% | |
4/23/2025 | Austin Asset Management Co Inc | 73,779 | $1.99M | 0.4% | +17.1% | 0.056% | |
4/23/2025 | Sequoia Financial Advisors LLC | 4,319,252 | $116.36M | 0.9% | +1,084.1% | 3.286% | |
4/23/2025 | Spire Wealth Management | 5,930 | $160K | 0.0% | N/A | 0.005% | |