7/31/2025 | Planning Center Inc. | 1,266,696 | $67.59M | 7.5% | +2.5% | 6.960% | |
7/30/2025 | Silver Oak Wealth Advisors Services LLC | 69,821 | $3.73M | 2.7% | N/A | 0.384% | |
7/29/2025 | AssuredPartners Investment Advisors LLC | 9,991 | $533K | 0.1% | +89.2% | 0.055% | |
7/29/2025 | Werba Rubin Papier Wealth Management | 8,624 | $460K | 0.1% | N/A | 0.047% | |
7/28/2025 | Wealthspan Partners LLC | 11,363 | $606K | 0.3% | -9.4% | 0.062% | |
7/28/2025 | Verisail Partners LLC | 383,299 | $20.45M | 8.7% | +0.6% | 2.106% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 11,931 | $637K | 0.0% | -12.2% | 0.067% | |
7/25/2025 | PrairieView Partners LLC | 850,209 | $45.37M | 4.4% | +2.3% | 4.750% | |
7/24/2025 | Vantage Point Financial LLC | 86,368 | $4.61M | 2.0% | +4.1% | 0.483% | |
7/24/2025 | Grand Wealth Management LLC | 4,551 | $243K | 0.1% | +4.5% | 0.025% | |
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7/24/2025 | Wealth Advisors Northwest LLC | 19,835 | $1.06M | 0.6% | +327.2% | 0.111% | |
7/22/2025 | Yardley Wealth Management LLC | 192,920 | $10.29M | 5.6% | +3.3% | 1.078% | |
7/22/2025 | USAdvisors Wealth Management LLC | 9,997 | $533K | 0.2% | N/A | 0.056% | |
7/22/2025 | Vested Financial Planning LLC | 36,079 | $1.93M | 1.7% | -16.7% | 0.202% | |
7/21/2025 | Greenwood Capital Associates LLC | 10,968 | $585K | 0.1% | +82.0% | 0.061% | |
7/18/2025 | Bridge Generations Wealth Management LLC | 9,420 | $503K | 0.3% | +286.1% | 0.053% | |
7/18/2025 | Truist Financial Corp | 53,993 | $2.88M | 0.0% | -2.5% | 0.302% | |
7/17/2025 | Mattern Wealth Management LLC | 305,510 | $16.30M | 3.4% | +1.2% | 1.707% | |
7/17/2025 | Vermillion Wealth Management Inc. | 162,842 | $8.69M | 4.1% | +6.2% | 0.910% | |
7/17/2025 | Porter White Investment Advisors Inc. | 40,358 | $2.15M | 1.0% | +19.8% | 0.225% | |
7/16/2025 | TRU Independence Asset Management 2 LLC | 68,699 | $3.67M | 2.5% | -1.8% | 0.384% | |
7/14/2025 | Sowell Financial Services LLC | 27,809 | $1.48M | 0.1% | +6.8% | 0.155% | |
7/11/2025 | Farther Finance Advisors LLC | 37,050 | $1.98M | 0.0% | +33.6% | 0.207% | |
7/10/2025 | Strathmore Capital Advisors Inc. | 178,127 | $9.49M | 4.2% | N/A | 0.995% | |
7/9/2025 | Market Street Wealth Management Advisors LLC | 473,893 | $25.29M | 4.1% | +19.1% | 2.693% | |
7/8/2025 | Apella Capital LLC | 1,348,633 | $71.92M | 1.9% | +43.9% | 7.663% | |
7/7/2025 | Shotwell Rutter Baer Inc | 227,258 | $12.15M | 8.3% | N/A | 1.291% | |
7/3/2025 | Lam Group Inc. | 19,010 | $1.01M | 0.7% | -53.8% | 0.109% | |
5/30/2025 | Porter White Investment Advisors Inc. | 33,680 | $1.76M | 0.9% | N/A | 0.220% | |
5/21/2025 | Geneos Wealth Management Inc. | 11,488 | $600K | 0.0% | +81.7% | 0.075% | |
5/20/2025 | Integrity Alliance LLC. | 197,015 | $10.29M | 0.4% | N/A | 1.288% | |
5/19/2025 | Jane Street Group LLC | 19,752 | $1.03M | 0.0% | -76.7% | 0.129% | |
5/16/2025 | HFM Investment Advisors LLC | 190,460 | $9.95M | 2.9% | N/A | 1.245% | |
5/16/2025 | Copperleaf Capital LLC | 21,453 | $1.12M | 0.7% | -2.4% | 0.140% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 4,832 | $252K | 0.0% | N/A | 0.032% | |
5/15/2025 | Betterment LLC | 75,715 | $3.96M | 0.0% | +18.6% | 0.495% | |
5/14/2025 | Note Advisors LLC | 19,887 | $1.04M | 0.9% | +16.5% | 0.130% | |
5/14/2025 | CreativeOne Wealth LLC | 15,219 | $795K | 0.0% | +41.5% | 0.099% | |
5/14/2025 | Hill Investment Group Partners LLC | 910,088 | $47.55M | 6.5% | -0.2% | 5.948% | |
5/14/2025 | Smartleaf Asset Management LLC | 20,282 | $1.06M | 0.1% | +1.9% | 0.133% | |
The End of Elon Musk…? (Ad) The End of Elon Musk? Don't make him laugh.
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And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again.
According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime. Click here to see why the "End of Elon" crowd is about to be wrong again. |
5/13/2025 | Elequin Capital LP | 3,238 | $169K | 0.0% | -82.5% | 0.021% | |
5/13/2025 | EverSource Wealth Advisors LLC | 26,263 | $1.37M | 0.1% | +24.8% | 0.172% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 186,222 | $9.73M | 0.3% | +0.3% | 1.217% | |
5/13/2025 | HighTower Advisors LLC | 419,560 | $21.92M | 0.0% | +4.0% | 2.742% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 155,983 | $8.18M | 0.6% | +4.5% | 1.019% | |
5/12/2025 | Virtu Financial LLC | 10,535 | $550K | 0.0% | N/A | 0.069% | |
5/9/2025 | PrairieView Partners LLC | 831,148 | $43.43M | 4.5% | +4.2% | 5.432% | |
5/8/2025 | Tillman Hartley LLC | 7,300 | $381K | 0.1% | N/A | 0.048% | |
5/6/2025 | Assetmark Inc. | 258,444 | $13.50M | 0.0% | -2.8% | 1.689% | |
5/6/2025 | Grand Wealth Management LLC | 4,357 | $228K | 0.1% | +726.8% | 0.028% | |
5/6/2025 | Babb Wealth Advisors LLC | 153,243 | $8.01M | 6.4% | +6.2% | 1.002% | |
5/5/2025 | Millstone Evans Group LLC | 12,264 | $641K | 0.4% | +5.5% | 0.080% | |
5/5/2025 | IFP Advisors Inc | 12,771 | $667K | 0.0% | +10.8% | 0.083% | |
5/5/2025 | Private Advisor Group LLC | 198,409 | $10.37M | 0.1% | +221.3% | 1.297% | |
5/2/2025 | Concord Wealth Partners | 1,587 | $83K | 0.0% | N/A | 0.010% | |
5/2/2025 | SageOak Financial LLC | 211,526 | $11.05M | 9.8% | +38.2% | 1.374% | |
5/1/2025 | United Wealth Management LLC | 591,219 | $30.89M | 9.7% | +2.5% | 3.864% | |
5/1/2025 | Bridge Generations Wealth Management LLC | 2,440 | $127K | 0.1% | N/A | 0.016% | |
4/30/2025 | TRU Independence Asset Management 2 LLC | 69,981 | $3.66M | 2.7% | +26.8% | 0.457% | |
4/29/2025 | Envestnet Asset Management Inc. | 190,168 | $9.94M | 0.0% | +14.0% | 1.243% | |
4/29/2025 | OneDigital Investment Advisors LLC | 105,110 | $5.49M | 0.1% | +17.9% | 0.687% | |
4/28/2025 | Clune & Associates LTD. | 4,296 | $224K | 0.1% | N/A | 0.028% | |
4/28/2025 | Vermillion Wealth Management Inc. | 153,341 | $8.01M | 2.4% | +8.6% | 1.002% | |
4/25/2025 | Oceanside Advisors LLC | 5,809 | $304K | 0.2% | +6.4% | 0.038% | |
4/25/2025 | Yardley Wealth Management LLC | 186,698 | $9.76M | 5.7% | -14.8% | 1.220% | |
4/25/2025 | DiNuzzo Private Wealth Inc. | 105,808 | $5.53M | 0.7% | -1.4% | 0.692% | |
4/25/2025 | Hutchens & Kramer Investment Management Group LLC | 8,813 | $460K | 0.3% | -24.8% | 0.058% | |
4/23/2025 | Alpha Financial Advisors LLC | 550,450 | $28.76M | 12.8% | +2.9% | 3.621% | |
4/23/2025 | Mattern Wealth Management LLC | 301,847 | $15.77M | 3.5% | +7.3% | 1.986% | |
4/23/2025 | Helen Stephens Group LLC | 4,105 | $214K | 0.1% | N/A | 0.027% | |
4/23/2025 | AssuredPartners Investment Advisors LLC | 5,282 | $276K | 0.1% | +19.5% | 0.035% | |
4/23/2025 | Vantage Point Financial LLC | 82,953 | $4.33M | 2.2% | +9.0% | 0.546% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 4,976 | $260K | 0.0% | +7.1% | 0.033% | |
4/22/2025 | Aspire Private Capital LLC | 8,763 | $458K | 0.1% | +40.3% | 0.058% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 13,584 | $710K | 0.0% | +1.7% | 0.089% | |
4/21/2025 | Wealthspan Partners LLC | 12,547 | $656K | 0.3% | -48.1% | 0.083% | |
4/18/2025 | Market Street Wealth Management Advisors LLC | 397,836 | $20.79M | 3.5% | N/A | 2.600% | |
4/18/2025 | Planning Center Inc. | 1,235,376 | $64.55M | 7.6% | +4.7% | 8.074% | |
4/17/2025 | Sowell Financial Services LLC | 26,047 | $1.36M | 0.1% | +5.2% | 0.170% | |
4/17/2025 | Verisail Partners LLC | 381,160 | $19.92M | 9.2% | +2.9% | 2.491% | |
4/17/2025 | Stewardship Advisors LLC | 11,897 | $622K | 0.2% | +15.9% | 0.078% | |
4/17/2025 | Tcfg Wealth Management LLC | 4,901 | $256K | 0.1% | -11.9% | 0.032% | |
4/16/2025 | Lam Group Inc. | 41,125 | $2.15M | 1.6% | -35.2% | 0.269% | |
4/16/2025 | Wealth Advisors Northwest LLC | 4,643 | $243K | 0.2% | N/A | 0.030% | |
4/15/2025 | Greenwood Capital Associates LLC | 6,026 | $315K | 0.0% | N/A | 0.039% | |
4/15/2025 | Two West Capital Advisors LLC | 4,095 | $213K | 0.2% | N/A | 0.027% | |
4/15/2025 | Simplicity Wealth LLC | 73,317 | $3.83M | 0.3% | N/A | 0.479% | |
4/14/2025 | Farther Finance Advisors LLC | 27,725 | $1.45M | 0.0% | +56.2% | 0.181% | |
4/14/2025 | Park Avenue Securities LLC | 90,183 | $4.71M | 0.1% | +0.7% | 0.589% | |
4/11/2025 | KFG Wealth Management LLC | 4,460 | $233K | 0.0% | -15.8% | 0.029% | |
The End of Elon Musk…? (Ad) The End of Elon Musk? Don't make him laugh.
Jeff Brown has been hearing this same tired story for years, and he's been proven right time and time again.
And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again.
According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime. Click here to see why the "End of Elon" crowd is about to be wrong again. |
4/10/2025 | Apella Capital LLC | 936,969 | $48.67M | 1.7% | +186.3% | 6.205% | |
4/9/2025 | RFG Advisory LLC | 6,086 | $318K | 0.0% | -47.0% | 0.040% | |
3/14/2025 | Tableaux LLC | 35,851 | $1.88M | 1.6% | N/A | 0.266% | |
2/21/2025 | Vermillion Wealth Management Inc. | 141,211 | $7.39M | 3.8% | N/A | 1.046% | |
2/18/2025 | Elequin Capital LP | 18,511 | $968K | 0.1% | N/A | 0.137% | |
2/18/2025 | Note Advisors LLC | 17,070 | $893K | 0.8% | N/A | 0.126% | |
2/17/2025 | Clarity Asset Management Inc. | 1,710 | $89K | 0.1% | N/A | 0.013% | |
2/17/2025 | Citadel Advisors LLC | 85,099 | $4.45M | 0.0% | +153.4% | 0.630% | |
2/17/2025 | Bank of America Corp DE | 143,625 | $7.51M | 0.0% | +16.6% | 1.064% | |
2/14/2025 | Jane Street Group LLC | 84,809 | $4.44M | 0.0% | -35.3% | 0.628% | |