| 10/8/2026 | Farther Finance Advisors LLC | 933 | $44K | 0.0% | -38.1% | 0.006% | |
| 10/6/2026 | Stewardship Concepts Financial Services LLC | 85,585 | $4.07M | 2.7% | +18.5% | 0.586% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 57,996 | $2.63M | 0.0% | +7.4% | 0.397% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 313,381 | $14.23M | 0.1% | -0.2% | 2.146% | |
| 9/9/2026 | NewEdge Advisors LLC | 537,367 | $24.40M | 0.1% | -51.2% | 3.681% | |
| 8/22/2026 | Strive Financial Group LLC | 5,894 | $268K | 0.1% | -6.9% | 0.040% | |
| 8/21/2026 | Independence Bank of Kentucky | 550 | $25K | 0.0% | -31.3% | 0.004% | |
| 7/10/2026 | ALM First Financial Advisors LLC | 983,500 | $44.66M | 7.1% | +150.1% | 6.736% | |
| 7/9/2026 | Focus Financial Network Inc. | 26,080 | $1.18M | 0.0% | +16.5% | 0.179% | |
| 7/7/2026 | Fermata Advisors LLC | 72,989 | $3.31M | 0.7% | -1.4% | 0.500% | |
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| 7/7/2026 | Dynamic Advisor Solutions LLC | 39,122 | $1.78M | 0.1% | +1.0% | 0.268% | |
| 6/3/2026 | CoreFirst Bank & Trust | 22,560 | $934K | 0.5% | -1.0% | 0.155% | |
| 6/3/2026 | NewEdge Advisors LLC | 1,102,216 | $45.64M | 0.2% | -3.1% | 7.549% | |
| 5/19/2026 | Western Wealth Management LLC | 39,198 | $1.62M | 0.1% | N/A | 0.268% | |
| 5/19/2026 | Bank of America Corp DE | 661,576 | $27.40M | 0.0% | +25.6% | 4.531% | |
| 5/19/2026 | Centaurus Financial Inc. | 14,616 | $605K | 0.0% | +21.3% | 0.100% | |
| 5/18/2026 | Sunbelt Securities Inc. | 48,365 | $2.00M | 0.1% | +0.7% | 0.331% | |
| 5/18/2026 | Royal Bank of Canada | 70,306 | $2.91M | 0.0% | -1.5% | 0.482% | |
| 5/18/2026 | Empowered Funds LLC | 324,512 | $13.44M | 0.1% | +2.2% | 2.223% | |
| 5/16/2026 | Quantinno Capital Management LP | 6,379 | $264K | 0.0% | N/A | 0.044% | |
| 5/14/2026 | Compound Planning Inc. | 24,752 | $1.03M | 0.0% | +123.3% | 0.170% | |
| 5/13/2026 | Cetera Investment Advisers | 438,090 | $18.14M | 0.0% | +0.7% | 3.001% | |
| 5/6/2026 | Kesler Norman & Wride LLC | 54,729 | $2.27M | 0.4% | +0.9% | 0.375% | |
| 5/6/2026 | Independent Financial Group LLC | 11,961 | $495K | 0.0% | N/A | 0.082% | |
| 5/1/2026 | Fifth Third Bancorp | 1,788 | $74K | 0.0% | N/A | 0.012% | |
| 4/30/2026 | Kestra Advisory Services LLC | 7,571 | $314K | 0.0% | +27.3% | 0.052% | |
| 4/27/2026 | Private Advisor Group LLC | 11,940 | $494K | 0.0% | +18.1% | 0.082% | |
| 4/23/2026 | Caliber Wealth Management LLC KS | 16,536 | $685K | 0.1% | -38.2% | 0.113% | |
| 4/23/2026 | Formidable Asset Management LLC | 22,758 | $872K | 0.1% | +7.1% | 0.156% | |
| 4/22/2026 | Welch Financial Planning LLC | 161,387 | $6.68M | 4.8% | +3.5% | 1.105% | |
| 4/21/2026 | Foster & Motley Inc. | 1,054,409 | $43.66M | 2.3% | -2.2% | 7.222% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 9,474 | $392K | 0.0% | N/A | 0.065% | |
| 4/20/2026 | One Plus One Wealth Management LLC | 135,360 | $5.61M | 2.4% | +8.3% | 0.927% | |
| 4/16/2026 | Warren Street Wealth Advisors LLC | 178,367 | $7.39M | 1.9% | -5.6% | 1.222% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 102,089 | $4.23M | 0.2% | +5.5% | 0.699% | |
| 3/4/2026 | SHP Wealth Management | 980 | $38K | 0.0% | N/A | 0.007% | |
| 2/20/2026 | Sunbelt Securities Inc. | 48,044 | $1.84M | 0.1% | -3.9% | 0.329% | |
| 2/19/2026 | Compound Planning Inc. | 11,086 | $425K | 0.0% | -28.4% | 0.076% | |
| 2/18/2026 | Strive Financial Group LLC | 5,693 | $218K | 0.1% | N/A | 0.039% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 34,028 | $1.30M | 0.0% | +26.4% | 0.233% | |
Elon says the ‘S’ word (Ad) Elon Musk and Sam Altman have sued each other and feuded for years. Yet within days of one another, both men described the same moment in strikingly similar terms: a technological tipping point they call the Singularity.
James Altucher says the idea once belonged to science fiction. Now he connects it to a move Musk could make as soon as October 21, and lays out what both men see coming in a short presentation. Watch the free presentation now to see what they revealed |
| 2/18/2026 | NewEdge Advisors LLC | 1,137,292 | $43.59M | 0.2% | +25.9% | 7.790% | |
| 2/18/2026 | VestGen Advisors LLC | 274,207 | $10.51M | 0.4% | +8.6% | 1.878% | |
| 2/18/2026 | OLD Mission Capital LLC | 15,749 | $604K | 0.0% | N/A | 0.108% | |
| 2/17/2026 | Cetera Investment Advisers | 435,126 | $16.68M | 0.0% | -12.3% | 2.980% | |
| 2/17/2026 | Hilltop Holdings Inc. | 5,621 | $215K | 0.0% | -4.0% | 0.039% | |
| 2/17/2026 | Equitable Holdings Inc. | 62,566 | $2.40M | 0.0% | -6.5% | 0.429% | |
| 2/17/2026 | Osaic Holdings Inc. | 193,322 | $7.41M | 0.0% | +8.9% | 1.324% | |
| 2/17/2026 | Royal Bank of Canada | 71,377 | $2.74M | 0.0% | +0.6% | 0.489% | |
| 2/16/2026 | MML Investors Services LLC | 14,795 | $567K | 0.0% | -29.7% | 0.101% | |
| 2/13/2026 | Kestra Advisory Services LLC | 5,946 | $228K | 0.0% | -4.1% | 0.041% | |
| 2/13/2026 | Visionary Wealth Advisors | 6,820 | $261K | 0.0% | N/A | 0.047% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 209,863 | $8.04M | 0.1% | -3.6% | 1.437% | |
| 2/13/2026 | Wells Fargo & Company MN | 9,131 | $350K | 0.0% | +3.7% | 0.063% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 114,249 | $4.38M | 0.0% | +11.7% | 0.783% | |
| 2/12/2026 | Betterment LLC | 23,910 | $916K | 0.0% | -2.5% | 0.164% | |
| 2/12/2026 | Sepio Capital LP | 373,463 | $14.32M | 0.8% | N/A | 2.558% | |
| 2/11/2026 | Empowered Funds LLC | 317,681 | $12.18M | 0.1% | +33.4% | 2.176% | |
| 2/11/2026 | GWN Securities Inc. | 5,419 | $208K | 0.0% | N/A | 0.037% | |
| 2/11/2026 | LPL Financial LLC | 313,258 | $12.01M | 0.0% | -0.3% | 2.146% | |
| 2/10/2026 | Kesler Norman & Wride LLC | 54,254 | $2.08M | 0.4% | +18.9% | 0.372% | |
| 2/10/2026 | GW Henssler & Associates Ltd. | 9,679 | $371K | 0.0% | -66.6% | 0.066% | |
| 2/10/2026 | Measured Wealth Private Client Group LLC | 41,975 | $1.61M | 0.4% | -1.1% | 0.288% | |
| 2/10/2026 | Rothschild Investment LLC | 121,284 | $4.65M | 0.3% | -2.8% | 0.831% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 291,738 | $11.18M | 0.0% | +3.6% | 1.998% | |
| 2/6/2026 | Ignite Planners LLC | 117,860 | $4.94M | 0.8% | -0.8% | 0.807% | |
| 2/6/2026 | RPS Advisory Solutions LLC | 34,270 | $1.31M | 0.6% | +7.5% | 0.235% | |
| 2/6/2026 | HighTower Advisors LLC | 1,251,256 | $47.96M | 0.1% | +7.2% | 8.570% | |
| 2/5/2026 | WealthPlan Investment Management LLC | 9,676 | $371K | 0.0% | +2.6% | 0.066% | |
| 2/5/2026 | Sound Portfolio Advisors LLC | 141,574 | $5.43M | 4.6% | N/A | 0.970% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 3,403,037 | $136.91M | 0.1% | +1,108.0% | 23.308% | |
| 2/2/2026 | Welch Financial Planning LLC | 155,915 | $5.98M | 4.4% | N/A | 1.068% | |
| 2/2/2026 | EQ Wealth Advisors LLC | 1,269 | $49K | 0.0% | N/A | 0.009% | |
| 1/30/2026 | Opus Capital Group LLC | 146,863 | $5.63M | 0.6% | +0.4% | 1.006% | |
| 1/29/2026 | Aprio Wealth Management LLC | 60,515 | $2.32M | 0.1% | +2.2% | 0.414% | |
| 1/28/2026 | Caliber Wealth Management LLC KS | 26,743 | $1.03M | 0.1% | -25.6% | 0.183% | |
| 1/27/2026 | TriaGen Wealth Management LLC | 285,507 | $10.94M | 2.8% | +2.1% | 1.956% | |
| 1/26/2026 | Nations Financial Group Inc. IA ADV | 96,741 | $3.71M | 0.2% | +9.6% | 0.663% | |
| 1/26/2026 | United Advisor Group LLC | 106,611 | $4.09M | 0.5% | +12.9% | 0.730% | |
| 1/23/2026 | Optima Capital LLC | 1,702 | $65K | 0.0% | N/A | 0.012% | |
| 1/23/2026 | Fifth Third Securities Inc. | 61,422 | $2.35M | 0.2% | -5.0% | 0.421% | |
| 1/21/2026 | MBL Wealth LLC | 8,897 | $341K | 0.0% | -26.6% | 0.061% | |
| 1/20/2026 | Whalen Wealth Management Inc. | 33,381 | $1.28M | 0.7% | N/A | 0.229% | |
| 1/20/2026 | Stratos Investment Management LLC | 17,806 | $683K | 0.0% | +3.0% | 0.122% | |
| 1/16/2026 | Formidable Asset Management LLC | 21,246 | $790K | 0.1% | -7.8% | 0.146% | |
| 1/15/2026 | Foster & Motley Inc. | 1,078,407 | $41.34M | 2.2% | +0.9% | 7.386% | |
| 1/15/2026 | One Plus One Wealth Management LLC | 124,932 | $4.79M | 2.2% | N/A | 0.856% | |
| 1/14/2026 | Accurate Wealth Management LLC | 46,168 | $1.84M | 0.2% | -11.4% | 0.316% | |
| 1/12/2026 | Optivise Advisory Services LLC | 18,298 | $701K | 0.4% | -31.1% | 0.125% | |
| 1/12/2026 | DAVENPORT & Co LLC | 38,584 | $1.48M | 0.0% | +3.5% | 0.264% | |
| 1/12/2026 | Focus Financial Network Inc. | 12,331 | $473K | 0.0% | +7.0% | 0.084% | |
Elon says the ‘S’ word (Ad) Elon Musk and Sam Altman have sued each other and feuded for years. Yet within days of one another, both men described the same moment in strikingly similar terms: a technological tipping point they call the Singularity.
James Altucher says the idea once belonged to science fiction. Now he connects it to a move Musk could make as soon as October 21, and lays out what both men see coming in a short presentation. Watch the free presentation now to see what they revealed |
| 1/9/2026 | Westview Management dba Westview Investment Advisors | 131,265 | $5.03M | 2.4% | N/A | 0.899% | |
| 1/9/2026 | Dynamic Advisor Solutions LLC | 38,404 | $1.47M | 0.0% | +2.9% | 0.263% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 243,757 | $9.60M | 0.0% | -1.9% | 1.670% | |
| 1/8/2026 | Fermata Advisors LLC | 75,339 | $2.89M | 0.7% | +5.9% | 0.516% | |
| 12/2/2025 | Allworth Financial LP | 1,632 | $61K | 0.0% | +270.9% | 0.011% | |
| 12/1/2025 | Cambria Investment Management L.P. | 777,264 | $28.91M | 1.7% | +40.0% | 5.324% | |
| 11/20/2025 | Centaurus Financial Inc. | 7,266 | $270K | 0.0% | N/A | 0.050% | |
| 11/19/2025 | Sunbelt Securities Inc. | 50,007 | $1.86M | 0.1% | N/A | 0.343% | |
| 11/18/2025 | Advisory Services Network LLC | 700 | $26K | 0.0% | N/A | 0.005% | |
| 11/17/2025 | NewEdge Advisors LLC | 903,321 | $33.60M | 0.2% | +16.1% | 6.187% | |