4/30/2025 | MJP Associates Inc. ADV | 328,493 | $7.18M | 1.3% | N/A | 0.574% | |
4/30/2025 | Stratos Wealth Partners LTD. | 9,298 | $203K | 0.0% | N/A | 0.016% | |
4/29/2025 | Envestnet Asset Management Inc. | 3,027,842 | $66.19M | 0.0% | +820.0% | 5.287% | |
4/29/2025 | Concurrent Investment Advisors LLC | 79,456 | $1.74M | 0.0% | +165.9% | 0.139% | |
4/29/2025 | Capital Investment Advisory Services LLC | 94,182 | $2.06M | 0.2% | +21.2% | 0.164% | |
4/29/2025 | OneDigital Investment Advisors LLC | 79,798 | $1.74M | 0.0% | +2.9% | 0.139% | |
4/29/2025 | Davidson Trust Co. | 84,414 | $1.85M | 0.9% | N/A | 0.147% | |
4/28/2025 | D.A. Davidson & CO. | 2,406,024 | $52.60M | 0.4% | +2,124.1% | 4.201% | |
4/25/2025 | Ameritas Advisory Services LLC | 271,976 | $6.25M | 0.3% | -3.8% | 0.477% | |
4/25/2025 | Sovran Advisors LLC | 40,192 | $842K | 0.1% | +20.8% | 0.070% | |
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4/24/2025 | Golden State Wealth Management LLC | 30,586 | $669K | 0.1% | +2.2% | 0.054% | |
4/24/2025 | Legacy CG LLC | 734,817 | $16.06M | 5.2% | +12.5% | 1.289% | |
4/23/2025 | Western Wealth Management LLC | 48,275 | $1.06M | 0.1% | -24.9% | 0.085% | |
4/23/2025 | Golden State Wealth Management LLC | 61,163 | $1.34M | 0.1% | +104.4% | 0.107% | |
4/23/2025 | International Assets Investment Management LLC | 37,172 | $813K | 0.0% | +9.3% | 0.065% | |
4/23/2025 | IMG Wealth Management Inc. | 3,653 | $80K | 0.1% | +38.7% | 0.006% | |
4/23/2025 | Oppenheimer & Co. Inc. | 15,735 | $344K | 0.0% | +33.1% | 0.028% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 546,412 | $11.95M | 0.0% | +11.3% | 0.959% | |
4/22/2025 | Merkkuri Wealth Advisors LLC | 92,421 | $2.02M | 1.7% | -8.0% | 0.162% | |
4/21/2025 | Avior Wealth Management LLC | 72,618 | $1.59M | 0.1% | +15.8% | 0.127% | |
4/21/2025 | ORG Partners LLC | 8,000 | $176K | 0.0% | N/A | 0.014% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 105,011 | $2.30M | 0.0% | +8.0% | 0.184% | |
4/21/2025 | Janney Capital Management LLC | 130,082 | $2.84M | 0.2% | +0.8% | 0.228% | |
4/21/2025 | Dunhill Financial LLC | 417,159 | $9.12M | 3.9% | +3.0% | 0.732% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 137,250 | $3.01M | 0.1% | +60.7% | 0.241% | |
4/18/2025 | Cornerstone Wealth Management LLC | 23,425 | $512K | 0.0% | N/A | 0.041% | |
4/17/2025 | Janney Montgomery Scott LLC | 692,936 | $15.15M | 0.0% | +108.0% | 1.199% | |
4/17/2025 | American Institute for Advanced Investment Management LLP | 54,720 | $1.20M | 0.9% | +7.4% | 0.095% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 7,662 | $167K | 0.0% | +39.4% | 0.013% | |
4/15/2025 | Transform Wealth LLC | 41,631 | $910K | 0.1% | N/A | 0.072% | |
4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 2,700 | $59K | 0.0% | +22.7% | 0.005% | |
4/10/2025 | Channel Wealth LLC | 13,930 | $305K | 0.1% | -7.7% | 0.024% | |
4/10/2025 | Accel Wealth Management | 51,249 | $1.12M | 0.4% | +20.1% | 0.089% | |
4/9/2025 | RFG Advisory LLC | 41,255 | $902K | 0.0% | +15.8% | 0.072% | |
4/9/2025 | Elevation Wealth Partners LLC | 186,218 | $4.07M | 1.8% | +7.4% | 0.323% | |
4/9/2025 | Quad Cities Investment Group LLC | 46,881 | $1.03M | 0.5% | +21.1% | 0.081% | |
4/9/2025 | NBC Securities Inc. | 1,636 | $35K | 0.0% | N/A | 0.003% | |
4/9/2025 | Castle Rock Wealth Management LLC | 15,570 | $341K | 0.1% | +6.1% | 0.027% | |
4/8/2025 | Presidio Capital Management LLC | 18,863 | $412K | 0.2% | N/A | 0.033% | |
4/7/2025 | GAMMA Investing LLC | 19,958 | $436K | 0.0% | +2,086.0% | 0.035% | |
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4/7/2025 | AdvisorNet Financial Inc | 1,900 | $42K | 0.0% | -32.2% | 0.003% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 235,081 | $5.47M | 0.0% | +1.3% | 0.477% | |
3/12/2025 | Centaurus Financial Inc. | 5,682 | $132K | 0.0% | N/A | 0.012% | |
3/5/2025 | Castle Rock Wealth Management LLC | 14,670 | $348K | 0.1% | +6.1% | 0.030% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 9,785 | $228K | 0.0% | N/A | 0.020% | |
2/19/2025 | ARQ Wealth Advisors LLC | 74,563 | $1.74M | 0.7% | +15.0% | 0.151% | |
2/17/2025 | Snowden Capital Advisors LLC | 203,215 | $4.73M | 0.1% | +10.5% | 0.412% | |
2/17/2025 | Dunhill Financial LLC | 405,109 | $9.43M | 4.4% | +14.3% | 0.821% | |
2/17/2025 | CoreCap Advisors LLC | 9,720 | $226K | 0.0% | +20.9% | 0.020% | |
2/17/2025 | Cetera Investment Advisers | 575,574 | $13.39M | 0.0% | +16.4% | 1.167% | |
2/17/2025 | Citadel Advisors LLC | 12,376 | $288K | 0.0% | N/A | 0.025% | |
2/17/2025 | Benjamin Edwards Inc. | 35,309 | $822K | 0.0% | +1.5% | 0.072% | |
2/17/2025 | Ameriprise Financial Inc. | 12,463 | $290K | 0.0% | +5.0% | 0.025% | |
2/14/2025 | Jane Street Group LLC | 74,677 | $1.74M | 0.0% | -11.0% | 0.151% | |
2/14/2025 | Comerica Bank | 2,071 | $48K | 0.0% | -61.8% | 0.004% | |
2/14/2025 | Beacon Pointe Advisors LLC | 68,061 | $1.58M | 0.0% | -6.5% | 0.138% | |
2/14/2025 | Capital Analysts LLC | 11,255 | $262K | 0.0% | +49.9% | 0.023% | |
2/14/2025 | Integrated Wealth Concepts LLC | 121,716 | $2.83M | 0.0% | +6.3% | 0.247% | |
2/14/2025 | MGO One Seven LLC | 33,030 | $769K | 0.0% | N/A | 0.067% | |
2/14/2025 | IHT Wealth Management LLC | 99,364 | $2.31M | 0.1% | +6.2% | 0.201% | |
2/14/2025 | Stifel Financial Corp | 678,435 | $15.79M | 0.0% | +5.1% | 1.376% | |
2/14/2025 | OneDigital Investment Advisors LLC | 77,517 | $1.80M | 0.0% | +20.2% | 0.157% | |
2/14/2025 | First Trust Advisors LP | 30,367 | $707K | 0.0% | +27.8% | 0.062% | |
2/13/2025 | NewEdge Advisors LLC | 34,149 | $795K | 0.0% | +13.4% | 0.069% | |
2/13/2025 | CreativeOne Wealth LLC | 232,375 | $5.41M | 0.2% | -5.6% | 0.471% | |
2/13/2025 | Legacy Investment Solutions LLC | 17,182 | $405K | 0.2% | +86.0% | 0.035% | |
2/13/2025 | Rockefeller Capital Management L.P. | 141,216 | $3.29M | 0.0% | +17.0% | 0.286% | |
2/13/2025 | Advisory Services Network LLC | 16,942 | $394K | 0.0% | N/A | 0.034% | |
2/13/2025 | Envestnet Asset Management Inc. | 329,115 | $7.66M | 0.0% | +11.2% | 0.667% | |
2/13/2025 | Anchor Capital Management Group Inc | 67,000 | $1.56M | 0.6% | N/A | 0.136% | |
2/13/2025 | Perennial Investment Advisors LLC | 75,631 | $1.76M | 0.2% | +93.5% | 0.153% | |
2/13/2025 | Wells Fargo & Company MN | 3,366,643 | $78.34M | 0.0% | +16.3% | 6.826% | |
2/12/2025 | OLD Mission Capital LLC | 35,812 | $833K | 0.0% | -24.3% | 0.073% | |
2/12/2025 | StoneX Group Inc. | 20,737 | $483K | 0.0% | -15.2% | 0.042% | |
2/12/2025 | BlueChip Wealth Advisors LLC | 14,362 | $334K | 0.2% | -9.8% | 0.029% | |
2/12/2025 | Level Four Advisory Services LLC | 27,360 | $637K | 0.0% | +2.2% | 0.055% | |
2/12/2025 | Tyler Stone Wealth Management | 14,023 | $326K | 0.1% | N/A | 0.028% | |
2/12/2025 | Core Wealth Partners LLC | 17,452 | $406K | 0.2% | N/A | 0.035% | |
2/12/2025 | Ausdal Financial Partners Inc. | 39,378 | $916K | 0.1% | +12.1% | 0.080% | |
2/11/2025 | Sequent Planning LLC | 56,867 | $1.32M | 0.5% | -1.3% | 0.115% | |
2/11/2025 | LPL Financial LLC | 5,525,369 | $128.58M | 0.1% | +16.2% | 11.203% | |
2/11/2025 | TAP Consulting LLC | 13,516 | $315K | 0.1% | N/A | 0.027% | |
2/10/2025 | Thrivent Financial for Lutherans | 9,481 | $226K | 0.0% | N/A | 0.019% | |
2/10/2025 | IMG Wealth Management Inc. | 2,633 | $61K | 0.1% | N/A | 0.005% | |
2/10/2025 | Harbour Investments Inc. | 160,533 | $3.74M | 0.1% | +23.9% | 0.325% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 97,212 | $2.26M | 0.0% | +6.4% | 0.197% | |
2/10/2025 | Commonwealth Equity Services LLC | 513,558 | $11.95M | 0.0% | +6.3% | 1.041% | |
2/10/2025 | Avantax Advisory Services Inc. | 91,673 | $2.13M | 0.0% | +17.0% | 0.186% | |
2/6/2025 | One Capital Management LLC | 115,049 | $2.68M | 0.1% | N/A | 0.231% | |
2/6/2025 | Raymond James Financial Inc. | 2,410,798 | $56.10M | 0.0% | N/A | 4.888% | |
Silicon Valley Gold Rush (Ad) A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.”
Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free. Gates and Altman are betting big—see why |
2/6/2025 | LVZ Inc. | 59,749 | $1.39M | 0.2% | +43.3% | 0.120% | |
2/6/2025 | Atria Investments Inc | 8,697 | $202K | 0.0% | -21.8% | 0.017% | |
2/6/2025 | Assetmark Inc. | 33,129 | $771K | 0.0% | +8.6% | 0.066% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 13,360 | $311K | 0.0% | +343.4% | 0.027% | |
2/6/2025 | Gentry Private Wealth LLC | 15,198 | $354K | 1.5% | -45.4% | 0.031% | |
2/6/2025 | SBI Securities Co. Ltd. | 1,185 | $28K | 0.0% | N/A | 0.002% | |
2/5/2025 | SRS Capital Advisors Inc. | 67,978 | $1.58M | 0.1% | N/A | 0.136% | |
2/5/2025 | US Bancorp DE | 19,029 | $443K | 0.0% | +5.2% | 0.038% | |
2/5/2025 | Private Trust Co. NA | 9,353 | $218K | 0.0% | +835.3% | 0.019% | |
2/5/2025 | Oppenheimer & Co. Inc. | 11,818 | $275K | 0.0% | +17.3% | 0.024% | |