| 4/30/2025 | Cerity Partners LLC | 431,133 | $34.43M | 0.1% | -15.3% | 0.231% | |
| 4/30/2025 | Allworth Financial LP | 893 | $69K | 0.0% | +56.4% | 0.000% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 76,659 | $6.12M | 0.8% | -0.9% | 0.041% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 10,928 | $873K | 0.0% | -44.4% | 0.006% | |
| 4/30/2025 | Greenleaf Trust | 4,157 | $332K | 0.0% | -26.2% | 0.002% | |
| 4/30/2025 | Silverlake Wealth Management LLC | 14,169 | $1.13M | 0.4% | +1.0% | 0.008% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 10,511 | $839K | 0.0% | -3.1% | 0.006% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 184,500 | $14.73M | 0.2% | +31.3% | 0.099% | |
| 4/30/2025 | Blackhawk Capital Partners LLC. | 11,019 | $880K | 0.5% | -42.7% | 0.006% | |
| 4/30/2025 | Stratos Investment Management LLC | 885,126 | $70.69M | 3.8% | +5.6% | 0.474% | |
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| 4/30/2025 | Brown Advisory Inc. | 57,408 | $4.59M | 0.0% | +3.6% | 0.031% | |
| 4/30/2025 | Family Capital Management Inc. | 136,949 | $10.94M | 6.7% | -5.9% | 0.073% | |
| 4/30/2025 | Interchange Capital Partners LLC | 18,434 | $1.47M | 0.4% | -0.7% | 0.010% | |
| 4/29/2025 | TD Private Client Wealth LLC | 8,987 | $718K | 0.0% | +22.2% | 0.005% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,540,806 | $123.05M | 0.0% | +19.9% | 0.827% | |
| 4/29/2025 | Chilton Capital Management LLC | 409 | $33K | 0.0% | -40.6% | 0.000% | |
| 4/29/2025 | Interactive Financial Advisors Inc. | 9,125 | $729K | 0.4% | -1.8% | 0.005% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 361,769 | $28.89M | 0.7% | +35.2% | 0.194% | |
| 4/29/2025 | Bank of New York Mellon Corp | 212,212 | $16.95M | 0.0% | +2.1% | 0.114% | |
| 4/29/2025 | World Investment Advisors | 134,993 | $10.78M | 0.3% | -81.8% | 0.072% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 58,967 | $4.71M | 0.4% | +0.4% | 0.032% | |
| 4/29/2025 | Element Wealth LLC | 3,341 | $267K | 0.1% | +13.8% | 0.002% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 518,603 | $41.42M | 0.5% | +3.0% | 0.278% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 6,527 | $516K | 0.0% | +15.5% | 0.004% | |
| 4/29/2025 | MBA Advisors LLC | 99,842 | $7.97M | 3.9% | +2.5% | 0.054% | |
| 4/28/2025 | D.A. Davidson & CO. | 217,207 | $17.35M | 0.1% | -0.7% | 0.117% | |
| 4/28/2025 | Mutual Advisors LLC | 5,853 | $451K | 0.0% | -37.4% | 0.003% | |
| 4/28/2025 | Clark Asset Management LLC | 6,032 | $482K | 0.1% | N/A | 0.003% | |
| 4/28/2025 | Resonant Capital Advisors LLC | 8,935 | $714K | 0.0% | +18.3% | 0.005% | |
| 4/28/2025 | Axis Wealth Partners LLC | 64,020 | $5.11M | 3.8% | +7.8% | 0.034% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 10,192 | $814K | 0.2% | -70.2% | 0.005% | |
| 4/28/2025 | Private Trust Co. NA | 15,823 | $1.26M | 0.1% | +10.0% | 0.008% | |
| 4/28/2025 | Fiduciary Group LLC | 83,707 | $6.69M | 0.7% | +6.9% | 0.045% | |
| 4/28/2025 | Detalus Advisors LLC | 4,929 | $394K | 0.1% | -4.7% | 0.003% | |
| 4/28/2025 | Keybank National Association OH | 22,963 | $1.83M | 0.0% | -6.3% | 0.012% | |
| 4/28/2025 | Pictet North America Advisors SA | 3,000 | $240K | 0.0% | N/A | 0.002% | |
| 4/28/2025 | DAVENPORT & Co LLC | 5,025 | $401K | 0.0% | +12.1% | 0.003% | |
| 4/28/2025 | Summit Trail Advisors LLC | 51,209 | $4.09M | 0.1% | +31.9% | 0.027% | |
| 4/28/2025 | Lansing Street Advisors | 46,623 | $3.72M | 1.2% | -14.0% | 0.025% | |
| 4/28/2025 | Cidel Asset Management Inc. | 3,993 | $319K | 0.0% | -4.0% | 0.002% | |
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad) I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history.
And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI. All the details are waiting for you now — but you need to act before the May 1st funding window clos |
| 4/28/2025 | Clear Creek Financial Management LLC | 37,578 | $3.00M | 0.3% | +7.8% | 0.020% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 33,265 | $2.53M | 0.9% | -4.7% | 0.018% | |
| 4/25/2025 | Lodestar Private Asset Management LLC | 73,315 | $5.86M | 0.7% | +7.4% | 0.039% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 8,473 | $677K | 0.1% | +1.9% | 0.005% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 83,621 | $6.68M | 0.3% | +1.7% | 0.045% | |
| 4/25/2025 | Albion Financial Group UT | 87,127 | $6.96M | 0.5% | -2.0% | 0.047% | |
| 4/25/2025 | Shilanski & Associates Inc. | 35,886 | $2.87M | 0.9% | +3.0% | 0.019% | |
| 4/25/2025 | Waterfront Wealth Inc. | 5,378 | $429K | 0.1% | +9.3% | 0.003% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 115,402 | $9.22M | 0.4% | +0.4% | 0.062% | |
| 4/25/2025 | Stonebridge Financial Group LLC | 29,572 | $2.36M | 0.3% | +2.2% | 0.016% | |
| 4/25/2025 | Meridian Financial LLC | 37,476 | $2.99M | 2.1% | +2.7% | 0.020% | |
| 4/25/2025 | Almanack Investment Partners LLC. | 24,216 | $1.93M | 0.4% | -17.7% | 0.013% | |
| 4/25/2025 | Sovran Advisors LLC | 17,083 | $1.29M | 0.2% | +5.3% | 0.009% | |
| 4/25/2025 | WealthBridge Capital Management LLC | 15,272 | $1.22M | 0.3% | -4.2% | 0.008% | |
| 4/24/2025 | Golden State Wealth Management LLC | 126,235 | $10.08M | 1.5% | +16.2% | 0.068% | |
| 4/24/2025 | Money Concepts Capital Corp | 36,629 | $2.93M | 0.2% | -3.1% | 0.020% | |
| 4/24/2025 | Etesian Wealth Advisors Inc. | 21,484 | $1.72M | 0.7% | +17.7% | 0.012% | |
| 4/24/2025 | Alta Wealth Advisors LLC | 5,533 | $442K | 0.2% | +15.4% | 0.003% | |
| 4/24/2025 | Beacon Financial Advisory LLC | 14,984 | $1.20M | 0.4% | +72.9% | 0.008% | |
| 4/24/2025 | Tranquility Partners LLC | 4,708 | $376K | 0.1% | -3.7% | 0.003% | |
| 4/24/2025 | Holistic Planning LLC | 2,875 | $230K | 0.1% | N/A | 0.002% | |
| 4/24/2025 | Kraft Davis & Associates LLC | 157,748 | $11.88M | 3.8% | -1.3% | 0.085% | |
| 4/23/2025 | KPP Advisory Services LLC | 88,303 | $7.05M | 1.3% | +8.8% | 0.048% | |
| 4/23/2025 | Western Wealth Management LLC | 115,451 | $9.22M | 0.6% | +4.2% | 0.062% | |
| 4/23/2025 | Wealth Management Resources Inc. | 43,666 | $3.49M | 1.3% | -5.8% | 0.024% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 7,755 | $619K | 0.0% | -15.6% | 0.004% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 128,399 | $10.25M | 0.1% | -3.1% | 0.069% | |
| 4/23/2025 | Perigon Wealth Management LLC | 47,345 | $3.78M | 0.1% | +12.4% | 0.026% | |
| 4/23/2025 | TigerOak Management L.L.C. | 295,572 | $23.60M | 9.1% | -0.4% | 0.159% | |
| 4/23/2025 | White Pine Investment CO | 71,983 | $5.75M | 1.5% | +6.8% | 0.039% | |
| 4/23/2025 | HBK Sorce Advisory LLC | 6,489 | $518K | 0.0% | -5.9% | 0.003% | |
| 4/23/2025 | Golden State Wealth Management LLC | 205,968 | $16.45M | 1.2% | +89.6% | 0.111% | |
| 4/23/2025 | Bessemer Group Inc. | 4,060 | $324K | 0.0% | N/A | 0.002% | |
| 4/23/2025 | Spire Wealth Management | 1,489 | $119K | 0.0% | +17.9% | 0.001% | |
| 4/23/2025 | Riverbend Wealth Management LLC | 74,995 | $5.99M | 5.4% | -1.7% | 0.040% | |
| 4/23/2025 | Gray Private Wealth LLC | 80,035 | $6.39M | 3.8% | +5.0% | 0.043% | |
| 4/23/2025 | Golden State Equity Partners | 106,610 | $8.51M | 1.7% | -2.9% | 0.057% | |
| 4/23/2025 | Retirement Guys Formula LLC | 20,394 | $1.63M | 0.8% | -13.4% | 0.011% | |
| 4/23/2025 | Sheets Smith Wealth Management | 13,708 | $1.10M | 0.1% | -33.5% | 0.007% | |
| 4/23/2025 | Win Advisors Inc. | 48,143 | $3.85M | 2.0% | N/A | 0.026% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 20,894 | $1.67M | 0.3% | -6.5% | 0.011% | |
| 4/23/2025 | GHP Investment Advisors Inc. | 440 | $35K | 0.0% | +340.0% | 0.000% | |
| 4/23/2025 | Walkner Condon Financial Advisors LLC | 3,655 | $292K | 0.1% | -11.0% | 0.002% | |
| 4/23/2025 | Valmark Advisers Inc. | 8,804 | $703K | 0.0% | -3.3% | 0.005% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 70,881 | $5.66M | 0.1% | +9.4% | 0.038% | |
| 4/23/2025 | Team Financial Group LLC | 352,771 | $28.17M | 16.3% | +0.4% | 0.190% | |
| 4/22/2025 | Spinnaker Investment Group LLC | 600,202 | $47.93M | 10.8% | +5.0% | 0.323% | |
| 4/22/2025 | Centerpoint Advisory Group | 31,971 | $2.55M | 2.5% | +1.4% | 0.017% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 116,474 | $9.30M | 0.5% | +4.3% | 0.063% | |
| 4/22/2025 | Avantra Family Wealth Inc. | 12,079 | $965K | 0.9% | +2.7% | 0.007% | |
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad) I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history.
And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI. All the details are waiting for you now — but you need to act before the May 1st funding window clos |
| 4/22/2025 | Aspire Capital Advisors LLC | 349,694 | $27.93M | 8.3% | -12.1% | 0.188% | |
| 4/22/2025 | Masso Torrence Wealth Management Inc. | 89,079 | $7.11M | 3.8% | -5.4% | 0.048% | |
| 4/22/2025 | Hubbell Strickland Wealth Management LLC | 2,776 | $222K | 0.1% | +6.1% | 0.001% | |
| 4/22/2025 | Continuum Wealth Advisors LLC | 170,127 | $13.59M | 7.0% | -0.6% | 0.092% | |
| 4/22/2025 | World Equity Group Inc. | 5,108 | $411K | 0.1% | -50.5% | 0.003% | |
| 4/22/2025 | Denver Wealth Management Inc. | 16,848 | $1.35M | 0.6% | -1.6% | 0.009% | |
| 4/22/2025 | PFG Investments LLC | 3,588 | $287K | 0.0% | +14.6% | 0.002% | |
| 4/22/2025 | Advisor Resource Council | 91,631 | $7.32M | 0.5% | N/A | 0.049% | |
| 4/21/2025 | Avior Wealth Management LLC | 4,667 | $373K | 0.0% | -11.4% | 0.003% | |
| 4/21/2025 | ORG Partners LLC | 17,385 | $1.39M | 0.3% | +24.7% | 0.009% | |
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