8/8/2025 | Cetera Investment Advisers | 11,658 | $341K | 0.0% | +17.6% | 0.086% | |
8/6/2025 | Aspect Partners LLC | 103,622 | $3.03M | 1.5% | +4.9% | 0.765% | |
8/5/2025 | Kesler Norman & Wride LLC | 92,764 | $2.71M | 0.5% | -5.6% | 0.685% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 8,313 | $243K | 0.0% | N/A | 0.061% | |
8/4/2025 | IFG Advisory LLC | 6,846 | $200K | 0.0% | N/A | 0.051% | |
8/4/2025 | Atria Investments Inc | 7,791 | $228K | 0.0% | N/A | 0.057% | |
8/4/2025 | Savvy Advisors Inc. | 91,786 | $2.68M | 0.2% | -5.3% | 0.677% | |
8/4/2025 | Arkadios Wealth Advisors | 96,464 | $2.82M | 0.1% | N/A | 0.712% | |
8/4/2025 | World Investment Advisors | 12,282 | $359K | 0.0% | +11.7% | 0.091% | |
8/1/2025 | GWN Securities Inc. | 12,164 | $356K | 0.1% | -4.5% | 0.090% | |
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8/1/2025 | Envestnet Asset Management Inc. | 28,012 | $819K | 0.0% | +12.0% | 0.207% | |
7/31/2025 | Opus Capital Group LLC | 306,537 | $8.96M | 1.1% | -1.0% | 2.262% | |
7/31/2025 | Longview Financial Advisors Inc. | 431,559 | $12.62M | 10.7% | +4.2% | 3.185% | |
7/30/2025 | Brookstone Capital Management | 99,091 | $2.90M | 0.0% | N/A | 0.731% | |
7/30/2025 | D.A. Davidson & CO. | 34,401 | $1.01M | 0.0% | -21.8% | 0.254% | |
7/25/2025 | CWM LLC | 586,766 | $17.16M | 0.1% | +17.5% | 4.330% | |
7/22/2025 | DAVENPORT & Co LLC | 12,142 | $355K | 0.0% | +16.8% | 0.090% | |
7/21/2025 | Greenwood Capital Associates LLC | 36,252 | $1.06M | 0.1% | +33.0% | 0.268% | |
7/17/2025 | Smith Anglin Financial LLC | 1,747,389 | $51.09M | 4.6% | +7.2% | 12.896% | |
7/17/2025 | Fifth Third Securities Inc. | 16,723 | $489K | 0.0% | N/A | 0.123% | |
7/15/2025 | Verum Partners LLC | 179,995 | $5.26M | 1.2% | -13.8% | 1.328% | |
7/15/2025 | Oregon Pacific Wealth Management LLC | 104,988 | $3.07M | 2.9% | -3.7% | 0.775% | |
7/10/2025 | Exchange Traded Concepts LLC | 147,548 | $4.31M | 0.1% | -1.4% | 1.089% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 52,004 | $1.52M | 0.0% | +3.9% | 0.384% | |
7/9/2025 | Fermata Advisors LLC | 174,053 | $5.09M | 1.4% | +2.7% | 1.285% | |
6/2/2025 | Modern Wealth Management LLC | 84,596 | $2.28M | 0.1% | +12.6% | 0.651% | |
5/21/2025 | Geneos Wealth Management Inc. | 29,593 | $797K | 0.0% | -5.4% | 0.228% | |
5/20/2025 | Focus Partners Wealth | 348,193 | $9.38M | 0.0% | +0.7% | 2.808% | |
5/16/2025 | NewEdge Advisors LLC | 33,147 | $893K | 0.0% | +3.0% | 0.267% | |
5/15/2025 | Betterment LLC | 34,283 | $923K | 0.0% | -2.1% | 0.276% | |
5/14/2025 | Napa Wealth Management | 89,031 | $2.40M | 1.4% | +81.5% | 0.718% | |
5/14/2025 | Compound Planning Inc. | 17,579 | $473K | 0.0% | N/A | 0.142% | |
5/13/2025 | Raymond James Financial Inc. | 447,293 | $12.05M | 0.0% | +1.3% | 3.607% | |
5/12/2025 | Savvy Advisors Inc. | 96,923 | $2.61M | 0.3% | -7.9% | 0.782% | |
5/7/2025 | LPL Financial LLC | 253,900 | $6.84M | 0.0% | +30.5% | 2.048% | |
5/7/2025 | Intellus Advisors LLC | 539,148 | $14.52M | 2.5% | +5.9% | 4.348% | |
5/6/2025 | Cetera Investment Advisers | 9,915 | $267K | 0.0% | N/A | 0.080% | |
5/5/2025 | ARQ Wealth Advisors LLC | 74,794 | $2.01M | 0.7% | +15.5% | 0.603% | |
5/1/2025 | Berkeley Inc | 21,473 | $578K | 0.3% | -80.8% | 0.173% | |
5/1/2025 | CWM LLC | 499,165 | $13.44M | 0.1% | -1.8% | 4.026% | |
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5/1/2025 | Kesler Norman & Wride LLC | 98,249 | $2.65M | 0.5% | -2.4% | 0.792% | |
4/30/2025 | Opus Capital Group LLC | 309,672 | $8.34M | 1.1% | -1.0% | 2.497% | |
4/29/2025 | Envestnet Asset Management Inc. | 25,021 | $674K | 0.0% | -7.8% | 0.202% | |
4/29/2025 | CoreFirst Bank & Trust | 45,585 | $1.23M | 0.8% | +4.1% | 0.368% | |
4/29/2025 | World Investment Advisors | 10,996 | $296K | 0.0% | N/A | 0.089% | |
4/29/2025 | ALM First Financial Advisors LLC | 482,545 | $13.00M | 2.8% | +7.7% | 3.891% | |
4/28/2025 | D.A. Davidson & CO. | 43,981 | $1.18M | 0.0% | +18.5% | 0.355% | |
4/28/2025 | Oregon Pacific Wealth Management LLC | 109,043 | $2.94M | 2.9% | +66.5% | 0.879% | |
4/28/2025 | DAVENPORT & Co LLC | 10,399 | $280K | 0.0% | N/A | 0.084% | |
4/28/2025 | Longview Financial Advisors Inc. | 414,328 | $11.16M | 9.6% | +19.5% | 3.341% | |
4/24/2025 | Aspect Partners LLC | 98,794 | $2.66M | 1.5% | +2.1% | 0.797% | |
4/21/2025 | United Advisor Group LLC | 138,924 | $3.74M | 0.8% | +6.5% | 1.120% | |
4/17/2025 | Exchange Traded Concepts LLC | 149,694 | $4.03M | 0.1% | -6.6% | 1.207% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 50,061 | $1.35M | 0.0% | +2.9% | 0.404% | |
4/15/2025 | Greenwood Capital Associates LLC | 27,265 | $734K | 0.1% | N/A | 0.220% | |
4/11/2025 | Verum Partners LLC | 208,875 | $5.63M | 1.5% | +17.2% | 1.684% | |
4/10/2025 | Fermata Advisors LLC | 169,497 | $4.57M | 0.8% | +0.8% | 1.367% | |
4/10/2025 | Smith Anglin Financial LLC | 1,630,101 | $43.90M | 4.6% | -29.4% | 13.146% | |
4/8/2025 | Rothschild Investment LLC | 513,211 | $13.82M | 0.9% | +7.4% | 4.139% | |
3/5/2025 | Berkeley Inc | 111,727 | $2.82M | 1.5% | -49.8% | 0.935% | |
2/24/2025 | United Advisor Group LLC | 130,472 | $3.29M | 0.7% | +26.6% | 1.285% | |
2/19/2025 | ARQ Wealth Advisors LLC | 64,734 | $1.63M | 0.6% | +17.3% | 0.638% | |
2/18/2025 | Western Wealth Management LLC | 54,251 | $1.37M | 0.4% | -5.7% | 0.534% | |
2/17/2025 | Napa Wealth Management | 49,060 | $1.24M | 0.5% | N/A | 0.483% | |
2/17/2025 | Focus Partners Wealth | 345,605 | $8.71M | 0.0% | N/A | 3.405% | |
2/17/2025 | Baird Financial Group Inc. | 38,743 | $977K | 0.0% | +29.2% | 0.382% | |
2/14/2025 | Stifel Financial Corp | 197,392 | $4.98M | 0.0% | -20.1% | 1.945% | |
2/13/2025 | Savvy Advisors Inc. | 105,237 | $2.65M | 0.3% | +2.1% | 1.037% | |
2/13/2025 | Envestnet Asset Management Inc. | 27,136 | $684K | 0.0% | +2.1% | 0.267% | |
2/12/2025 | Kesler Norman & Wride LLC | 100,710 | $2.54M | 0.5% | -49.7% | 0.992% | |
2/11/2025 | Modern Wealth Management LLC | 79,186 | $2.07M | 0.1% | +8.2% | 0.780% | |
2/11/2025 | CoreFirst Bank & Trust | 43,780 | $1.10M | 0.7% | N/A | 0.431% | |
2/11/2025 | LPL Financial LLC | 194,531 | $4.90M | 0.0% | +22.6% | 1.917% | |
2/11/2025 | Intellus Advisors LLC | 509,094 | $12.83M | 2.2% | N/A | 5.016% | |
2/10/2025 | Commonwealth Equity Services LLC | 341,720 | $8.62M | 0.0% | +34.4% | 3.367% | |
2/10/2025 | Farther Finance Advisors LLC | 1,887 | $48K | 0.0% | -22.8% | 0.019% | |
2/6/2025 | Raymond James Financial Inc. | 441,382 | $11.13M | 0.0% | N/A | 4.349% | |
2/6/2025 | Bravias Capital Group LLC | 14,976 | $383K | 0.3% | N/A | 0.148% | |
2/3/2025 | Aspect Partners LLC | 96,748 | $2.44M | 1.4% | +6.5% | 0.953% | |
2/3/2025 | Longview Financial Advisors Inc. | 346,789 | $8.74M | 6.9% | +12.7% | 3.417% | |
1/31/2025 | D.A. Davidson & CO. | 37,126 | $936K | 0.0% | +9.3% | 0.366% | |
1/31/2025 | Truist Financial Corp | 15,426 | $389K | 0.0% | -21.6% | 0.152% | |
1/31/2025 | Sanctuary Advisors LLC | 32,076 | $833K | 0.0% | +4.2% | 0.316% | |
1/31/2025 | Opus Capital Group LLC | 312,818 | $7.89M | 1.0% | +8.3% | 3.082% | |
1/30/2025 | Allworth Financial LP | 1,220 | $31K | 0.0% | N/A | 0.012% | |
1/24/2025 | Oregon Pacific Wealth Management LLC | 65,505 | $1.65M | 1.6% | N/A | 0.645% | |
1/21/2025 | Geneos Wealth Management Inc. | 31,290 | $789K | 0.0% | +9.5% | 0.308% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 48,654 | $1.23M | 0.1% | +5.1% | 0.479% | |
1/21/2025 | Exchange Traded Concepts LLC | 160,328 | $4.04M | 0.1% | N/A | 1.580% | |
1/17/2025 | Verum Partners LLC | 178,234 | $4.49M | 1.3% | +17.3% | 1.756% | |
Elon’s BIGGEST warning yet? (Ad) Tesla's About to Prove Everyone Wrong... Again
Back in 2018, when Jeff Brown told everyone to buy Tesla…
The "experts" said Elon was finished and Tesla was headed for bankruptcy.
Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough. Click here to see why Tesla's about to prove everyone wrong... again. |
1/16/2025 | Sugar Maple Asset Management LLC | 1,225 | $31K | 0.0% | N/A | 0.012% | |
1/15/2025 | ALM First Financial Advisors LLC | 447,938 | $11.29M | 2.5% | +13.2% | 4.413% | |
1/15/2025 | Fermata Advisors LLC | 168,227 | $4.24M | 0.8% | -3.6% | 1.657% | |
1/14/2025 | Smith Anglin Financial LLC | 2,307,924 | $58.18M | 5.5% | +5.5% | 22.738% | |
1/14/2025 | Meridian Financial Partners LLC | 12,568 | $317K | 0.2% | -13.5% | 0.124% | |
1/6/2025 | Insight Wealth Strategies LLC | 211,730 | $5.34M | 0.7% | +3.6% | 2.086% | |
11/25/2024 | Sanctuary Advisors LLC | 30,788 | $806K | 0.0% | -53.2% | 0.303% | |
11/15/2024 | MML Investors Services LLC | 16,589 | $462K | 0.0% | +9.6% | 0.163% | |
11/15/2024 | Stifel Financial Corp | 246,991 | $6.88M | 0.0% | +6.6% | 2.433% | |
11/13/2024 | D.A. Davidson & CO. | 33,972 | $946K | 0.0% | +14.5% | 0.335% | |