8/1/2025 | Taylor Financial Group Inc. | 69,785 | $3.51M | 2.2% | +12.4% | 0.379% | |
8/1/2025 | Envestnet Asset Management Inc. | 51,190 | $2.58M | 0.0% | +5.8% | 0.278% | |
7/30/2025 | KPP Advisory Services LLC | 26,457 | $1.33M | 0.2% | -4.6% | 0.144% | |
7/30/2025 | Pacific Sun Financial Corp | 4,010 | $202K | 0.1% | N/A | 0.022% | |
7/30/2025 | Bogart Wealth LLC | 1,100 | $55K | 0.0% | +37.5% | 0.006% | |
7/29/2025 | Liberty Square Wealth Partners LLC | 10,415 | $524K | 0.2% | +4.2% | 0.057% | |
7/29/2025 | Stratos Wealth Partners LTD. | 15,791 | $795K | 0.0% | +124.4% | 0.086% | |
7/29/2025 | Harbor Asset Planning Inc. | 1,980 | $100K | 0.1% | N/A | 0.011% | |
7/28/2025 | Axxcess Wealth Management LLC | 13,988 | $704K | 0.0% | N/A | 0.076% | |
7/25/2025 | Kellett Wealth Advisors LLC | 27,677 | $1.39M | 0.9% | +116.8% | 0.150% | |
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7/25/2025 | NorthRock Partners LLC | 17,107 | $861K | 0.0% | N/A | 0.093% | |
7/25/2025 | M3 Advisory Group LLC | 4,095 | $206K | 0.1% | N/A | 0.022% | |
7/25/2025 | IRON Financial LLC | 17,547 | $883K | 0.5% | N/A | 0.095% | |
7/24/2025 | Galvin Gaustad & Stein LLC | 42,361 | $2.13M | 0.2% | -1.0% | 0.230% | |
7/22/2025 | Valley National Advisers Inc. | 5,955 | $299K | 0.0% | +15.8% | 0.032% | |
7/22/2025 | Cedar Mountain Advisors LLC | 98,487 | $4.96M | 1.0% | +3.1% | 0.535% | |
7/22/2025 | Peoples Bank OH | 32,602 | $1.64M | 1.0% | N/A | 0.177% | |
7/21/2025 | Ameritas Advisory Services LLC | 1,028 | $52K | 0.0% | N/A | 0.006% | |
7/17/2025 | Paradiem LLC | 1,560,380 | $78.52M | 19.8% | N/A | 8.480% | |
7/17/2025 | Janney Montgomery Scott LLC | 29,266 | $1.47M | 0.0% | +53.3% | 0.159% | |
7/17/2025 | Prepared Retirement Institute LLC | 38,051 | $1.92M | 1.1% | +9.1% | 0.207% | |
7/17/2025 | San Luis Wealth Advisors LLC | 158,542 | $7.98M | 1.7% | N/A | 0.862% | |
7/17/2025 | Tempus Wealth Planning LLC | 18,203 | $916K | 0.2% | -7.5% | 0.099% | |
7/15/2025 | Aspire Capital Advisors LLC | 183,013 | $9.21M | 2.5% | +3.5% | 0.995% | |
7/14/2025 | AdvisorNet Financial Inc | 7,290 | $367K | 0.0% | -5.0% | 0.040% | |
7/14/2025 | Masso Torrence Wealth Management Inc. | 237,358 | $11.94M | 5.5% | +5.4% | 1.290% | |
7/11/2025 | Farther Finance Advisors LLC | 3,415 | $172K | 0.0% | N/A | 0.019% | |
7/10/2025 | Focus Financial Network Inc. | 4,911 | $247K | 0.0% | -22.0% | 0.027% | |
7/10/2025 | Signal Advisors Wealth LLC | 504,213 | $25.37M | 2.0% | -16.3% | 2.740% | |
7/10/2025 | Sovran Advisors LLC | 27,273 | $1.39M | 0.1% | +9.9% | 0.148% | |
7/9/2025 | Breakwater Capital Group | 82,823 | $4.17M | 0.7% | +30.2% | 0.450% | |
7/7/2025 | Capital Asset Advisory Services LLC | 13,988 | $713K | 0.0% | N/A | 0.076% | |
6/10/2025 | Compass Financial Services Inc | 104,750 | $5.08M | 2.7% | +13.0% | 0.622% | |
5/27/2025 | Advisors Capital Management LLC | 72,751 | $3.53M | 0.1% | +2.1% | 0.445% | |
5/20/2025 | Integrity Alliance LLC. | 285,959 | $13.88M | 0.5% | +87.6% | 1.749% | |
5/16/2025 | Goldman Sachs Group Inc. | 43,446 | $2.11M | 0.0% | N/A | 0.258% | |
5/16/2025 | Integrated Wealth Concepts LLC | 13,695 | $664K | 0.0% | +3.9% | 0.087% | |
5/15/2025 | Royal Bank of Canada | 204,272 | $9.91M | 0.0% | +59.6% | 1.293% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 23,610 | $1.15M | 0.0% | +35,672.7% | 0.149% | |
5/14/2025 | Kestra Advisory Services LLC | 56,702 | $2.75M | 0.0% | -57.8% | 0.359% | |
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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. |
5/13/2025 | Steward Partners Investment Advisory LLC | 410,519 | $19.92M | 0.2% | +9.1% | 2.598% | |
5/12/2025 | Taylor Financial Group Inc. | 62,113 | $3.01M | 2.1% | +10.4% | 0.393% | |
5/9/2025 | Greykasell Wealth Strategies Inc. | 1,000 | $49K | 0.0% | N/A | 0.006% | |
5/9/2025 | Atria Wealth Solutions Inc. | 12,274 | $596K | 0.0% | -45.1% | 0.078% | |
5/8/2025 | IFG Advisory LLC | 327,026 | $15.87M | 0.9% | -18.1% | 2.070% | |
5/7/2025 | Galvin Gaustad & Stein LLC | 42,787 | $2.08M | 0.2% | +17.7% | 0.271% | |
5/7/2025 | LPL Financial LLC | 1,973,635 | $95.76M | 0.0% | +17.4% | 12.491% | |
5/6/2025 | Cetera Investment Advisers | 145,174 | $7.04M | 0.0% | +4.5% | 0.919% | |
5/6/2025 | Avantax Advisory Services Inc. | 6,480 | $314K | 0.0% | -38.5% | 0.041% | |
5/6/2025 | Integrity Investment Advisors LLC | 13,721 | $666K | 0.6% | N/A | 0.087% | |
5/5/2025 | Csenge Advisory Group | 6,347 | $285K | 0.0% | -12.7% | 0.040% | |
5/5/2025 | Private Advisor Group LLC | 7,410 | $360K | 0.0% | N/A | 0.047% | |
5/2/2025 | Kingsview Wealth Management LLC | 17,509 | $850K | 0.0% | +44.8% | 0.111% | |
5/2/2025 | Segall Bryant & Hamill LLC | 448,599 | $21.77M | 0.3% | -11.6% | 2.839% | |
5/2/2025 | Larson Financial Group LLC | 35,345 | $1.72M | 0.1% | +10.4% | 0.224% | |
5/2/2025 | Prepared Retirement Institute LLC | 34,871 | $1.69M | 1.1% | +14.7% | 0.221% | |
5/2/2025 | Bogart Wealth LLC | 800 | $39K | 0.0% | N/A | 0.005% | |
5/1/2025 | Florida Financial Advisors LLC | 5,065 | $246K | 0.1% | N/A | 0.032% | |
5/1/2025 | ADG Wealth Management Group LLC | 18,180 | $882K | 0.8% | N/A | 0.115% | |
4/30/2025 | Cerity Partners LLC | 6,723 | $326K | 0.0% | +7.1% | 0.043% | |
4/30/2025 | Stratos Wealth Partners LTD. | 7,037 | $341K | 0.0% | -16.5% | 0.045% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 11,807 | $573K | 0.0% | +32.0% | 0.075% | |
4/29/2025 | Liberty Square Wealth Partners LLC | 10,000 | $485K | 0.2% | N/A | 0.063% | |
4/29/2025 | Envestnet Asset Management Inc. | 48,398 | $2.35M | 0.0% | +4.5% | 0.306% | |
4/29/2025 | World Investment Advisors | 32,054 | $1.56M | 0.0% | -85.4% | 0.203% | |
4/28/2025 | Rosenberg Matthew Hamilton | 1,066 | $52K | 0.0% | +171.9% | 0.007% | |
4/25/2025 | Valley National Advisers Inc. | 5,143 | $248K | 0.0% | +51.9% | 0.033% | |
4/25/2025 | Meridian Financial LLC | 8,030 | $390K | 0.3% | +4.0% | 0.051% | |
4/25/2025 | Sovran Advisors LLC | 24,815 | $1.12M | 0.1% | +1.0% | 0.157% | |
4/24/2025 | Money Concepts Capital Corp | 31,040 | $1.51M | 0.1% | N/A | 0.214% | |
4/23/2025 | SFG Wealth Management LLC. | 32,630 | $1.58M | 0.8% | N/A | 0.225% | |
4/23/2025 | KPP Advisory Services LLC | 27,733 | $1.35M | 0.2% | +16.5% | 0.191% | |
4/23/2025 | Western Wealth Management LLC | 18,948 | $919K | 0.1% | +27.6% | 0.131% | |
4/23/2025 | Sequoia Financial Advisors LLC | 6,432 | $312K | 0.0% | N/A | 0.044% | |
4/23/2025 | Kellett Wealth Advisors LLC | 12,767 | $619K | 0.4% | +30.7% | 0.088% | |
4/23/2025 | Oppenheimer & Co. Inc. | 15,513 | $753K | 0.0% | +4.9% | 0.107% | |
4/22/2025 | Flagship Harbor Advisors LLC | 24,528 | $1.19M | 0.1% | +13.2% | 0.169% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 70,207 | $3.41M | 0.0% | +12.7% | 0.484% | |
4/22/2025 | Aspire Capital Advisors LLC | 176,820 | $8.58M | 2.6% | N/A | 1.219% | |
4/22/2025 | Tandem Capital Management Corp ADV | 10,825 | $525K | 0.3% | +5.0% | 0.075% | |
4/22/2025 | Masso Torrence Wealth Management Inc. | 225,273 | $10.93M | 5.8% | N/A | 1.554% | |
4/17/2025 | Janney Montgomery Scott LLC | 19,089 | $926K | 0.0% | +73.5% | 0.132% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 16,925 | $821K | 0.0% | +6.1% | 0.117% | |
4/16/2025 | RMR Wealth Builders | 5,738 | $278K | 0.0% | -6.4% | 0.040% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 1,472 | $71K | 0.0% | +31.3% | 0.010% | |
4/15/2025 | Collier Financial | 5,692 | $276K | 0.2% | N/A | 0.039% | |
4/14/2025 | Cedar Mountain Advisors LLC | 95,564 | $4.64M | 1.0% | +1.0% | 0.659% | |
4/11/2025 | Princeton Global Asset Management LLC | 21,209 | $1.03M | 0.2% | +15.5% | 0.146% | |
4/11/2025 | Signal Advisors Wealth LLC | 602,314 | $29.22M | 2.9% | +44.1% | 4.154% | |
4/10/2025 | Breakwater Capital Group | 63,606 | $3.09M | 0.5% | +14.6% | 0.439% | |
$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. |
4/10/2025 | KWB Wealth | 4,908 | $233K | 0.0% | +5.2% | 0.034% | |
4/10/2025 | Beacon Financial Group | 4,821 | $234K | 0.0% | N/A | 0.033% | |
4/10/2025 | TruWealth Advisors LLC | 5,049 | $245K | 0.0% | +19.2% | 0.035% | |
4/7/2025 | AdvisorNet Financial Inc | 7,674 | $372K | 0.0% | +114.7% | 0.053% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 15,953 | $756K | 0.0% | +20.9% | 0.202% | |
2/18/2025 | MidWestOne Financial Group Inc. | 67,580 | $3.20M | 0.4% | +15.2% | 0.855% | |
2/17/2025 | Colonial Trust Co SC | 5,086 | $241K | 0.0% | -33.1% | 0.064% | |
2/17/2025 | CoreCap Advisors LLC | 6,469 | $307K | 0.0% | +8.4% | 0.082% | |
2/17/2025 | Cetera Investment Advisers | 138,874 | $6.58M | 0.0% | +10.7% | 1.758% | |
2/17/2025 | Citadel Advisors LLC | 7,310 | $346K | 0.0% | N/A | 0.093% | |