8/5/2025 | GPS Wealth Strategies Group LLC | 5,761 | $130K | 0.0% | +233.4% | 0.039% | |
8/5/2025 | Jacobson & Schmitt Advisors LLC | 61,893 | $1.40M | 0.2% | N/A | 0.420% | |
8/5/2025 | NewSquare Capital LLC | 27,911 | $630K | 0.0% | +2.8% | 0.189% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,142,288 | $25.80M | 0.0% | -13.4% | 7.744% | |
7/30/2025 | Roman Butler Fullerton & Co. | 14,045 | $315K | 0.1% | -4.6% | 0.095% | |
7/28/2025 | Innova Wealth Partners | 16,276 | $368K | 0.2% | -5.8% | 0.110% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 10,472 | $237K | 0.0% | -47.3% | 0.071% | |
7/25/2025 | Concurrent Investment Advisors LLC | 27,154 | $613K | 0.0% | -14.7% | 0.184% | |
7/24/2025 | Forefront Analytics LLC | 30,438 | $687K | 0.6% | N/A | 0.206% | |
7/24/2025 | Brandywine Oak Private Wealth LLC | 13,067 | $295K | 0.0% | -5.7% | 0.089% | |
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7/23/2025 | Pure Portfolios Holdings LLC | 76,947 | $1.74M | 0.6% | +8.6% | 0.522% | |
7/22/2025 | Belpointe Asset Management LLC | 18,670 | $422K | 0.0% | -46.5% | 0.127% | |
7/22/2025 | DAVENPORT & Co LLC | 33,278 | $752K | 0.0% | +12.6% | 0.226% | |
7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 45,390 | $1.03M | 0.0% | +230.7% | 0.308% | |
7/18/2025 | Naples Global Advisors LLC | 36,450 | $823K | 0.1% | -8.9% | 0.247% | |
7/18/2025 | Pure Financial Advisors LLC | 11,524 | $260K | 0.0% | N/A | 0.078% | |
7/18/2025 | Truist Financial Corp | 139,886 | $3.16M | 0.0% | -8.1% | 0.948% | |
7/17/2025 | Janney Montgomery Scott LLC | 9,119 | $206K | 0.0% | -19.2% | 0.062% | |
7/16/2025 | Eagle Global Advisors LLC | 25,384 | $573K | 0.0% | +8.6% | 0.172% | |
7/16/2025 | Dakota Wealth Management | 285,160 | $6.44M | 0.1% | +9.8% | 1.933% | |
7/16/2025 | Moneywise Inc. | 19,401 | $438K | 0.2% | N/A | 0.132% | |
7/15/2025 | McAdam LLC | 12,657 | $286K | 0.0% | -9.6% | 0.086% | |
7/14/2025 | Occidental Asset Management LLC | 23,369 | $528K | 0.1% | -18.4% | 0.158% | |
7/14/2025 | Sowell Financial Services LLC | 45,153 | $1.02M | 0.0% | +4.4% | 0.306% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 33,050 | $746K | 0.0% | -13.4% | 0.226% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 109,272 | $2.47M | 0.1% | +3.2% | 0.748% | |
7/9/2025 | Breakwater Capital Group | 49,969 | $1.13M | 0.2% | -34.5% | 0.342% | |
7/9/2025 | Fragasso Financial Advisors Inc | 324,678 | $7.33M | 0.5% | +62.8% | 2.224% | |
7/8/2025 | Richard P Slaughter Associates Inc | 15,111 | $341K | 0.1% | N/A | 0.104% | |
5/21/2025 | McAdam LLC | 14,000 | $315K | 0.0% | -55.5% | 0.098% | |
5/20/2025 | Belpointe Asset Management LLC | 34,904 | $785K | 0.0% | +56.4% | 0.245% | |
5/20/2025 | Fortis Capital Advisors LLC | 13,734 | $309K | 0.1% | N/A | 0.096% | |
5/16/2025 | Jones Financial Companies Lllp | 882,771 | $19.85M | 0.0% | +3,068.9% | 6.195% | |
5/16/2025 | NewEdge Advisors LLC | 35,477 | $798K | 0.0% | +6.5% | 0.249% | |
5/15/2025 | Royal Bank of Canada | 50,343 | $1.13M | 0.0% | -6.3% | 0.353% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 25,313 | $569K | 0.0% | +5.0% | 0.178% | |
5/14/2025 | Capital Analysts LLC | 4,818 | $108K | 0.0% | +230.9% | 0.034% | |
5/13/2025 | HighTower Advisors LLC | 23,664 | $532K | 0.0% | +11.5% | 0.166% | |
5/12/2025 | Eagle Global Advisors LLC | 23,384 | $526K | 0.0% | -9.7% | 0.164% | |
5/9/2025 | Wealthspire Advisors LLC | 77,746 | $1.75M | 0.0% | -8.2% | 0.546% | |
$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. |
5/8/2025 | Foster & Motley Inc. | 11,191 | $252K | 0.0% | -6.1% | 0.079% | |
5/8/2025 | First Foundation Advisors | 142,911 | $3.21M | 0.1% | +4.0% | 1.003% | |
5/7/2025 | LPL Financial LLC | 319,847 | $7.19M | 0.0% | +13.0% | 2.245% | |
5/6/2025 | Cetera Investment Advisers | 47,780 | $1.08M | 0.0% | +2.0% | 0.335% | |
5/6/2025 | Avantax Advisory Services Inc. | 15,963 | $359K | 0.0% | +38.3% | 0.112% | |
5/6/2025 | Innova Wealth Partners | 17,276 | $389K | 0.2% | -3.6% | 0.121% | |
5/6/2025 | PFG Advisors | 21,342 | $480K | 0.0% | +7.9% | 0.150% | |
5/5/2025 | Private Advisor Group LLC | 32,437 | $730K | 0.0% | +34.1% | 0.228% | |
5/2/2025 | Dakota Wealth Management | 259,779 | $5.84M | 0.1% | +9.3% | 1.823% | |
5/1/2025 | Auour Investments LLC | 10,615 | $236K | 0.1% | -26.6% | 0.074% | |
5/1/2025 | Croban | 29,243 | $657K | 0.6% | N/A | 0.205% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,318,624 | $29.66M | 0.0% | -10.5% | 9.254% | |
4/29/2025 | Pure Portfolios Holdings LLC | 70,822 | $1.59M | 0.6% | +12.1% | 0.497% | |
4/29/2025 | Concurrent Investment Advisors LLC | 31,829 | $716K | 0.0% | +2.9% | 0.223% | |
4/29/2025 | OneDigital Investment Advisors LLC | 27,036 | $608K | 0.0% | -8.0% | 0.190% | |
4/28/2025 | Revisor Wealth Management LLC | 18,040 | $406K | 0.2% | N/A | 0.127% | |
4/28/2025 | Penobscot Wealth Management | 8,942 | $201K | 0.1% | N/A | 0.063% | |
4/28/2025 | DAVENPORT & Co LLC | 29,552 | $665K | 0.0% | +9.5% | 0.207% | |
4/25/2025 | Mather Group LLC. | 3,085 | $69K | 0.0% | N/A | 0.022% | |
4/25/2025 | Capital Advisors Wealth Management LLC | 22,707 | $511K | 0.1% | N/A | 0.159% | |
4/23/2025 | Fourth Dimension Wealth LLC | 12,182 | $274K | 0.1% | +21.8% | 0.085% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 9,999 | $225K | 0.0% | -31.1% | 0.070% | |
4/22/2025 | Flagship Harbor Advisors LLC | 13,350 | $300K | 0.0% | +3.9% | 0.094% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 24,181 | $544K | 0.0% | -2.3% | 0.170% | |
4/22/2025 | Cross Staff Investments Inc | 8,710 | $196K | 0.1% | N/A | 0.061% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 19,887 | $447K | 0.0% | +18.6% | 0.140% | |
4/21/2025 | Roman Butler Fullerton & Co. | 14,726 | $324K | 0.1% | +15.8% | 0.103% | |
4/17/2025 | Sowell Financial Services LLC | 43,261 | $973K | 0.0% | +1.4% | 0.304% | |
4/17/2025 | Janney Montgomery Scott LLC | 11,287 | $254K | 0.0% | N/A | 0.079% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 105,928 | $2.38M | 0.1% | N/A | 0.743% | |
4/17/2025 | Cliftonlarsonallen Wealth Advisors LLC | 13,724 | $309K | 0.0% | -64.4% | 0.096% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 38,155 | $858K | 0.0% | +16.6% | 0.270% | |
4/16/2025 | RMR Wealth Builders | 38,521 | $866K | 0.1% | -15.7% | 0.272% | |
4/14/2025 | NewSquare Capital LLC | 27,160 | $611K | 0.0% | N/A | 0.192% | |
4/10/2025 | Naples Global Advisors LLC | 40,000 | $900K | 0.1% | -9.5% | 0.283% | |
4/9/2025 | Fragasso Financial Advisors Inc | 199,457 | $4.49M | 0.3% | -5.7% | 1.410% | |
4/9/2025 | NBC Securities Inc. | 2,070 | $46K | 0.0% | +103,400.0% | 0.015% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 32,732 | $736K | 0.0% | +214.7% | 0.231% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 14,214 | $320K | 0.0% | -5.2% | 0.100% | |
2/18/2025 | Fourth Dimension Wealth LLC | 10,002 | $225K | 0.1% | N/A | 0.069% | |
2/18/2025 | Elequin Capital LP | 1,120 | $25K | 0.0% | -62.4% | 0.008% | |
2/17/2025 | Waverly Advisors LLC | 45,973 | $1.03M | 0.0% | +25.7% | 0.319% | |
2/17/2025 | Willis Johnson & Associates Inc. | 104,750 | $2.36M | 0.2% | -3.3% | 0.727% | |
2/17/2025 | Visionary Wealth Advisors | 20,320 | $457K | 0.0% | -64.5% | 0.141% | |
2/17/2025 | Eagle Global Advisors LLC | 25,884 | $582K | 0.0% | +73.9% | 0.180% | |
2/17/2025 | Cetera Investment Advisers | 46,838 | $1.05M | 0.0% | -9.3% | 0.325% | |
2/17/2025 | Bank of America Corp DE | 443,331 | $9.97M | 0.0% | +7.7% | 3.079% | |
2/17/2025 | Ameriprise Financial Inc. | 148,721 | $3.34M | 0.0% | +5.7% | 1.033% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 1,429,931 | $32.15M | 0.1% | +4.8% | 9.930% | |
2/14/2025 | Jane Street Group LLC | 20,143 | $453K | 0.0% | -75.1% | 0.140% | |
$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. |
2/14/2025 | Comerica Bank | 20,064 | $451K | 0.0% | +58.4% | 0.139% | |
2/14/2025 | Coppell Advisory Solutions LLC | 2,353 | $53K | 0.0% | +546.4% | 0.016% | |
2/14/2025 | Stifel Financial Corp | 23,700 | $533K | 0.0% | -7.1% | 0.165% | |
2/14/2025 | OneDigital Investment Advisors LLC | 29,396 | $661K | 0.0% | +13.2% | 0.204% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 1,300 | $29K | 0.0% | N/A | 0.009% | |
2/13/2025 | NewEdge Advisors LLC | 33,317 | $749K | 0.0% | -27.9% | 0.231% | |
2/13/2025 | Mariner LLC | 29,419 | $661K | 0.0% | +226.9% | 0.204% | |
2/13/2025 | Trustmark National Bank Trust Department | 43,168 | $970K | 0.1% | -3.3% | 0.300% | |
2/13/2025 | First Foundation Advisors | 137,459 | $3.09M | 0.1% | -0.5% | 0.955% | |
2/13/2025 | Raymond James Financial Inc. | 110,526 | $2.49M | 0.0% | N/A | 0.768% | |