8/19/2025 | B. Riley Wealth Advisors Inc. | 450,516 | $10.09M | 0.5% | N/A | 5.703% | |
8/18/2025 | Geneos Wealth Management Inc. | 9,014 | $202K | 0.0% | +9.3% | 0.114% | |
8/15/2025 | MML Investors Services LLC | 64,804 | $1.45M | 0.0% | +42.0% | 0.820% | |
8/15/2025 | Ameriprise Financial Inc. | 73,226 | $1.64M | 0.0% | -71.0% | 0.927% | |
8/14/2025 | Raymond James Financial Inc. | 64,936 | $1.45M | 0.0% | +6.8% | 0.822% | |
8/14/2025 | NewEdge Advisors LLC | 5,225 | $117K | 0.0% | N/A | 0.066% | |
8/13/2025 | Avestar Capital LLC | 55,061 | $1.23M | 0.1% | -11.8% | 0.697% | |
8/11/2025 | HHM Wealth Advisors LLC | 10,323 | $231K | 0.0% | N/A | 0.131% | |
8/11/2025 | United Advisor Group LLC | 16,261 | $364K | 0.1% | -6.9% | 0.206% | |
8/8/2025 | Cetera Investment Advisers | 16,274 | $364K | 0.0% | -33.0% | 0.206% | |
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8/7/2025 | Verus Capital Partners LLC | 32,729 | $733K | 0.1% | +6.4% | 0.414% | |
8/6/2025 | Prospera Financial Services Inc | 72,583 | $1.63M | 0.0% | -3.6% | 0.919% | |
8/1/2025 | Howard Capital Management Inc. | 38,354 | $859K | 0.0% | +5.2% | 0.485% | |
8/1/2025 | Advisory Alpha LLC | 46,650 | $1.04M | 0.0% | +2.4% | 0.591% | |
8/1/2025 | Envestnet Asset Management Inc. | 334,693 | $7.49M | 0.0% | -32.1% | 4.237% | |
7/29/2025 | Stephens Inc. AR | 11,743 | $263K | 0.0% | N/A | 0.149% | |
7/25/2025 | Atria Wealth Solutions Inc. | 14,401 | $323K | 0.0% | +25.1% | 0.182% | |
7/21/2025 | Ameritas Advisory Services LLC | 2,342 | $52K | 0.0% | N/A | 0.030% | |
7/18/2025 | Vicus Capital | 68,604 | $1.54M | 0.1% | -36.6% | 0.868% | |
7/15/2025 | McAdam LLC | 51,888 | $1.16M | 0.1% | -4.2% | 0.657% | |
7/15/2025 | Oregon Pacific Wealth Management LLC | 21,547 | $482K | 0.5% | -3.4% | 0.273% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 65,124 | $1.47M | 0.0% | +4.0% | 0.824% | |
6/27/2025 | Goldman Sachs Group Inc. | 22,342 | $489K | 0.0% | N/A | 0.283% | |
6/13/2025 | Optima Capital LLC | 23,333 | $511K | 0.3% | N/A | 0.295% | |
5/21/2025 | McAdam LLC | 54,140 | $1.19M | 0.1% | -8.4% | 0.685% | |
5/21/2025 | Geneos Wealth Management Inc. | 8,248 | $181K | 0.0% | -6.3% | 0.104% | |
5/19/2025 | Jane Street Group LLC | 33,965 | $743K | 0.0% | -38.6% | 0.430% | |
5/19/2025 | Advisory Alpha LLC | 45,572 | $998K | 0.0% | +6.8% | 0.577% | |
5/16/2025 | Goldman Sachs Group Inc. | 22,342 | $489K | 0.0% | N/A | 0.283% | |
5/16/2025 | Integrated Wealth Concepts LLC | 140,393 | $3.07M | 0.0% | +2.7% | 1.777% | |
5/15/2025 | OLD Mission Capital LLC | 23,388 | $512K | 0.0% | N/A | 0.296% | |
5/14/2025 | Comerica Bank | 7,747 | $170K | 0.0% | +1,145.5% | 0.098% | |
5/9/2025 | Atria Wealth Solutions Inc. | 11,509 | $252K | 0.0% | N/A | 0.146% | |
5/8/2025 | Howard Capital Management Inc. | 36,446 | $798K | 0.0% | +5.1% | 0.461% | |
5/7/2025 | LPL Financial LLC | 1,017,141 | $22.27M | 0.0% | +38.7% | 12.875% | |
4/30/2025 | Moloney Securities Asset Management LLC | 21,412 | $469K | 0.1% | +29.4% | 0.271% | |
4/29/2025 | Envestnet Asset Management Inc. | 492,868 | $10.79M | 0.0% | -0.6% | 6.239% | |
4/28/2025 | Oregon Pacific Wealth Management LLC | 22,312 | $488K | 0.5% | +4.3% | 0.282% | |
4/21/2025 | United Advisor Group LLC | 17,459 | $382K | 0.1% | -21.4% | 0.216% | |
4/21/2025 | HCR Wealth Advisors | 13,000 | $285K | 0.0% | -27.8% | 0.160% | |
Nations are at war over what’s in this box (Ad) A resource known as Element 29 is quickly becoming one of the most sought-after materials on the planet. Goldman Sachs calls it “The New Oil.” The International Energy Agency says it’s a cornerstone for electricity-related technologies. And the U.S. Department of Energy has officially classified it as “Critical.”
Global demand is surging, supply is tightening fast, and one company may be positioned for a potential 3,500% windfall as the world races to secure it. Click here to see the full Element 29 story and the company behind it. |
4/17/2025 | Vicus Capital | 108,129 | $2.37M | 0.2% | -5.2% | 1.319% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 62,683 | $1.39M | 0.0% | +8.1% | 0.804% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 591,228 | $13.15M | 0.4% | -5.3% | 7.580% | |
2/24/2025 | United Advisor Group LLC | 22,203 | $494K | 0.1% | N/A | 0.285% | |
2/17/2025 | Cetera Investment Advisers | 23,869 | $531K | 0.0% | -9.2% | 0.306% | |
2/17/2025 | Ameriprise Financial Inc. | 210,502 | $4.68M | 0.0% | +13.2% | 2.699% | |
2/14/2025 | Jane Street Group LLC | 55,273 | $1.23M | 0.0% | N/A | 0.709% | |
2/14/2025 | Integrated Wealth Concepts LLC | 136,664 | $3.04M | 0.0% | +9.2% | 1.752% | |
2/14/2025 | GeoWealth Management LLC | 282,348 | $6.28M | 0.2% | N/A | 3.620% | |
2/13/2025 | Raymond James Financial Inc. | 66,641 | $1.48M | 0.0% | N/A | 0.854% | |
2/13/2025 | Envestnet Asset Management Inc. | 495,922 | $11.03M | 0.0% | -12.9% | 6.358% | |
2/11/2025 | LPL Financial LLC | 733,434 | $16.31M | 0.0% | +23.6% | 9.403% | |
2/10/2025 | Commonwealth Equity Services LLC | 83,799 | $1.86M | 0.0% | +18.4% | 1.074% | |
2/7/2025 | Elevation Capital Advisory LLC | 282,348 | $6.28M | 2.7% | N/A | 3.620% | |
2/6/2025 | Raymond James Financial Inc. | 66,641 | $1.48M | 0.0% | N/A | 0.854% | |
2/5/2025 | Private Trust Co. NA | 6,012 | $134K | 0.0% | N/A | 0.077% | |
2/5/2025 | Verus Capital Partners LLC | 30,302 | $674K | 0.1% | -9.7% | 0.388% | |
2/3/2025 | Private Advisor Group LLC | 20,768 | $462K | 0.0% | -37.3% | 0.266% | |
1/30/2025 | Legacy Capital Wealth Partners LLC | 14,800 | $329K | 0.1% | N/A | 0.190% | |
1/30/2025 | Vicus Capital | 114,049 | $2.54M | 0.2% | N/A | 1.462% | |
1/29/2025 | Avestar Capital LLC | 60,552 | $1.35M | 0.1% | -10.5% | 0.776% | |
1/28/2025 | Moloney Securities Asset Management LLC | 16,545 | $368K | 0.0% | +13.0% | 0.212% | |
1/24/2025 | Oregon Pacific Wealth Management LLC | 21,388 | $476K | 0.5% | N/A | 0.281% | |
1/24/2025 | McAdam LLC | 59,081 | $1.31M | 0.1% | -8.2% | 0.777% | |
1/17/2025 | Advisory Alpha LLC | 42,681 | $949K | 0.0% | +4.5% | 0.577% | |
1/15/2025 | Empirical Asset Management LLC | 32,240 | $717K | 0.0% | +7.4% | 0.436% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 624,359 | $13.82M | 0.4% | -17.2% | 9.319% | |
11/15/2024 | MML Investors Services LLC | 30,447 | $674K | 0.0% | -9.2% | 0.454% | |
11/15/2024 | Stifel Financial Corp | 20,315 | $450K | 0.0% | -5.3% | 0.303% | |
11/15/2024 | Integrated Wealth Concepts LLC | 125,157 | $2.77M | 0.0% | +5.6% | 1.868% | |
11/13/2024 | Avestar Capital LLC | 67,684 | $1.50M | 0.2% | -11.4% | 1.010% | |
11/8/2024 | Prospera Financial Services Inc | 14,645 | $324K | 0.0% | N/A | 0.219% | |
11/6/2024 | Oppenheimer & Co. Inc. | 9,527 | $211K | 0.0% | -4.9% | 0.142% | |
10/30/2024 | Moloney Securities Asset Management LLC | 14,637 | $324K | 0.0% | +7.8% | 0.218% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 57,980 | $1.28M | 0.0% | +340.7% | 0.865% | |
10/22/2024 | McAdam LLC | 64,374 | $1.43M | 0.1% | -15.1% | 0.961% | |
10/22/2024 | Private Advisor Group LLC | 33,116 | $733K | 0.0% | -5.6% | 0.494% | |
10/11/2024 | Empirical Asset Management LLC | 30,022 | $665K | 0.1% | -39.1% | 0.448% | |
10/3/2024 | Duncan Williams Asset Management LLC | 26,341 | $583K | 0.3% | N/A | 0.393% | |
8/21/2024 | Advisory Alpha LLC | 45,540 | $996K | 0.0% | -7.5% | 0.584% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 754,298 | $16.49M | 0.4% | -35.6% | 9.670% | |
8/8/2024 | Envestnet Asset Management Inc. | 645,265 | $14.11M | 0.0% | -1.7% | 8.273% | |
8/6/2024 | Howard Capital Management Inc. | 29,055 | $635K | 0.1% | +13.5% | 0.373% | |
8/5/2024 | Private Advisor Group LLC | 35,097 | $767K | 0.0% | -8.3% | 0.450% | |
7/31/2024 | Commonwealth Equity Services LLC | 57,268 | $1.25M | 0.0% | +12.8% | 0.734% | |
7/30/2024 | Moloney Securities Asset Management LLC | 13,582 | $297K | 0.0% | +15.4% | 0.174% | |
7/24/2024 | McAdam LLC | 75,828 | $1.66M | 0.1% | -2.1% | 0.972% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 13,155 | $288K | 0.0% | N/A | 0.169% | |
5/24/2024 | Cetera Advisors LLC | 27,844 | $613K | 0.0% | -17.3% | 0.362% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 1,170,554 | $24.72M | 0.6% | +62.1% | 15.202% | |
Nations are at war over what’s in this box (Ad) A resource known as Element 29 is quickly becoming one of the most sought-after materials on the planet. Goldman Sachs calls it “The New Oil.” The International Energy Agency says it’s a cornerstone for electricity-related technologies. And the U.S. Department of Energy has officially classified it as “Critical.”
Global demand is surging, supply is tightening fast, and one company may be positioned for a potential 3,500% windfall as the world races to secure it. Click here to see the full Element 29 story and the company behind it. |
5/15/2024 | Kestra Advisory Services LLC | 687,065 | $15.14M | 0.1% | +590.0% | 8.923% | |
5/7/2024 | Verus Capital Partners LLC | 33,238 | $732K | 0.1% | -2.4% | 0.432% | |
5/7/2024 | Oppenheimer & Co. Inc. | 14,288 | $315K | 0.0% | +44.6% | 0.186% | |
5/6/2024 | Advisory Alpha LLC | 49,248 | $1.09M | 0.0% | +2.8% | 0.640% | |
5/2/2024 | Moloney Securities Asset Management LLC | 11,772 | $259K | 0.0% | +14.8% | 0.155% | |
5/1/2024 | Retirement Group LLC | 4,975 | $110K | 0.0% | +696.0% | 0.065% | |
4/30/2024 | Private Advisor Group LLC | 38,259 | $843K | 0.0% | -59.2% | 0.503% | |
4/30/2024 | Commonwealth Equity Services LLC | 50,791 | $1.12M | 0.0% | +15.1% | 0.668% | |
4/25/2024 | Eudaimonia Advisors LLC | 11,104 | $245K | 0.1% | N/A | 0.144% | |
4/23/2024 | McAdam LLC | 77,431 | $1.71M | 0.1% | -2.7% | 1.006% | |