6/2/2025 | Modern Wealth Management LLC | 14,342 | $669K | 0.0% | N/A | 0.054% | |
5/19/2025 | Jane Street Group LLC | 9,686 | $452K | 0.0% | N/A | 0.036% | |
5/16/2025 | Ascent Group LLC | 11,962 | $558K | 0.0% | +55.6% | 0.045% | |
5/16/2025 | Goldman Sachs Group Inc. | 76,019 | $3.55M | 0.0% | -4.7% | 0.285% | |
5/16/2025 | Kestra Investment Management LLC | 5,779 | $270K | 0.0% | +31.9% | 0.022% | |
5/16/2025 | National Wealth Management Group LLC | 18,502 | $863K | 0.6% | +2.4% | 0.069% | |
5/16/2025 | NewEdge Advisors LLC | 35,519 | $1.66M | 0.0% | +324.3% | 0.133% | |
5/16/2025 | Integrated Wealth Concepts LLC | 62,439 | $2.91M | 0.0% | +5.1% | 0.234% | |
5/16/2025 | Copperleaf Capital LLC | 14,022 | $654K | 0.4% | +19.3% | 0.053% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 365,571 | $17.06M | 0.1% | +8.0% | 1.372% | |
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5/15/2025 | One Wealth Capital Management LLC | 21,325 | $995K | 0.5% | +4.9% | 0.080% | |
5/15/2025 | Flputnam Investment Management Co. | 12,582 | $587K | 0.0% | +4.9% | 0.047% | |
5/15/2025 | Royal Bank of Canada | 137,466 | $6.42M | 0.0% | +5.0% | 0.516% | |
5/15/2025 | MAI Capital Management | 18,589 | $868K | 0.0% | +1.1% | 0.070% | |
5/15/2025 | Monterey Private Wealth Inc. | 4,572 | $213K | 0.1% | -33.1% | 0.017% | |
5/14/2025 | CreativeOne Wealth LLC | 13,135 | $613K | 0.0% | +8.2% | 0.049% | |
5/14/2025 | Comerica Bank | 4,111 | $192K | 0.0% | +5.6% | 0.015% | |
5/14/2025 | Freedom Investment Management Inc. | 8,630 | $403K | 0.0% | +65.9% | 0.032% | |
5/14/2025 | Ally Invest Advisors Inc. | 46,354 | $2.16M | 0.2% | +11.8% | 0.174% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 18,409 | $859K | 0.0% | +6.0% | 0.069% | |
5/14/2025 | Kestra Advisory Services LLC | 30,597 | $1.43M | 0.0% | -2.1% | 0.115% | |
5/14/2025 | CW Advisors LLC | 14,146 | $660K | 0.0% | +9.4% | 0.053% | |
5/14/2025 | Capital Analysts LLC | 8,747 | $409K | 0.0% | +10.5% | 0.033% | |
5/14/2025 | RWA Wealth Partners LLC | 116,446 | $5.44M | 0.1% | -9.4% | 0.437% | |
5/13/2025 | EverSource Wealth Advisors LLC | 14,751 | $688K | 0.0% | -11.4% | 0.055% | |
5/13/2025 | HighTower Advisors LLC | 38,919 | $1.82M | 0.0% | +32.0% | 0.146% | |
5/12/2025 | Maia Wealth LLC | 17,900 | $811K | 0.2% | -1.4% | 0.067% | |
5/12/2025 | Balanced Rock Investment Advisors LLC | 187,421 | $8.75M | 7.0% | +2.1% | 0.703% | |
5/12/2025 | Townsquare Capital LLC | 27,271 | $1.27M | 0.0% | -11.4% | 0.102% | |
5/12/2025 | Savvy Advisors Inc. | 7,298 | $341K | 0.0% | +10.3% | 0.027% | |
5/12/2025 | Alesco Advisors LLC | 6,385 | $298K | 0.0% | -6.4% | 0.024% | |
5/9/2025 | WealthShield Partners LLC | 534 | $25K | 0.0% | -68.7% | 0.002% | |
5/9/2025 | Financial Connections Group Inc. | 220,521 | $10.29M | 4.7% | +2.9% | 0.827% | |
5/9/2025 | Atria Wealth Solutions Inc. | 130,529 | $6.09M | 0.1% | -7.0% | 0.490% | |
5/9/2025 | Wade Financial Advisory Inc | 14,562 | $680K | 0.2% | +18.2% | 0.055% | |
5/8/2025 | Endeavor Private Wealth Inc. | 4,904 | $229K | 0.1% | +5.1% | 0.018% | |
5/8/2025 | Elios Financial Group Inc. | 36,196 | $1.69M | 0.8% | +1.0% | 0.136% | |
5/8/2025 | Sound View Wealth Advisors Group LLC | 8,214 | $383K | 0.0% | -17.8% | 0.031% | |
5/8/2025 | Hoxton Planning & Management LLC | 10,539 | $492K | 0.2% | N/A | 0.040% | |
5/7/2025 | Mackenzie Financial Corp | 369,263 | $17.23M | 0.0% | -20.7% | 1.386% | |
Utah’s New Oil Find (Ad) The Real Reason 218,000 Acres Just Vanished
The government just quietly leased 218,000 acres in the middle of the Utah's Black Desert. Why? Not for oil discovery. Or uranium or solar. Instead, what’s happening beneath this patch of sand is the discovery of a new kind of energy. Google, Buffett, and a even tech billionaires like Gates, Bezos, and Zuckerberg are grabbing a stake. Find out why this could be the most lucrative "underground" energy story in America |
5/7/2025 | LPL Financial LLC | 1,159,705 | $54.12M | 0.0% | +10.6% | 4.352% | |
5/7/2025 | Trilogy Capital Inc. | 7,841 | $366K | 0.0% | +43.0% | 0.029% | |
5/6/2025 | Assetmark Inc. | 124,022 | $5.79M | 0.0% | +4.2% | 0.465% | |
5/6/2025 | Cetera Investment Advisers | 312,204 | $14.57M | 0.0% | +12.6% | 1.171% | |
5/6/2025 | Avantax Advisory Services Inc. | 38,793 | $1.81M | 0.0% | +11.6% | 0.146% | |
5/6/2025 | Opes Wealth Management LLC | 43,535 | $2.03M | 0.4% | +8.9% | 0.163% | |
5/6/2025 | AE Wealth Management LLC | 4,326 | $202K | 0.0% | -21.4% | 0.016% | |
5/6/2025 | Venturi Wealth Management LLC | 11,115 | $519K | 0.0% | +20.7% | 0.042% | |
5/6/2025 | Accredited Investors Inc. | 82,625 | $3.86M | 0.2% | +6.3% | 0.310% | |
5/5/2025 | West Wealth Group LLC | 10,843 | $507K | 0.1% | -15.8% | 0.041% | |
5/5/2025 | Wealth Alliance LLC | 25,281 | $1.18M | 0.1% | -3.6% | 0.095% | |
5/5/2025 | IFP Advisors Inc | 2,272 | $106K | 0.0% | N/A | 0.009% | |
5/5/2025 | Private Advisor Group LLC | 11,851 | $553K | 0.0% | +37.0% | 0.044% | |
5/5/2025 | EQ LLC | 12,206 | $570K | 0.3% | +13.1% | 0.046% | |
5/5/2025 | Diversify Advisory Services LLC | 20,834 | $970K | 0.1% | -12.9% | 0.078% | |
5/5/2025 | JMG Financial Group Ltd. | 11,633 | $543K | 0.0% | -26.6% | 0.044% | |
5/2/2025 | Wealthgarden F.S. LLC | 14,931 | $697K | 0.7% | +5.3% | 0.056% | |
5/2/2025 | Invera Wealth Advisors LLC | 172,402 | $8.05M | 9.5% | -3.6% | 0.647% | |
5/2/2025 | Apollon Wealth Management LLC | 4,419 | $206K | 0.0% | -9.4% | 0.017% | |
5/2/2025 | Sigma Planning Corp | 10,819 | $505K | 0.0% | -69.7% | 0.041% | |
5/1/2025 | Curtis Advisory Group LLC | 9,653 | $451K | 0.1% | +39.9% | 0.036% | |
5/1/2025 | Gateway Wealth Partners LLC | 5,783 | $270K | 0.1% | +34.1% | 0.022% | |
4/30/2025 | Sharkey Howes & Javer | 68,236 | $3.19M | 0.5% | +1.3% | 0.256% | |
4/30/2025 | Cerity Partners LLC | 84,503 | $3.94M | 0.0% | -13.0% | 0.317% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 3,291 | $154K | 0.0% | N/A | 0.012% | |
4/30/2025 | Allworth Financial LP | 284,021 | $13.07M | 0.1% | +2.4% | 1.066% | |
4/30/2025 | Ramiah Investment Group | 12,152 | $567K | 0.6% | N/A | 0.046% | |
4/30/2025 | Axxcess Wealth Management LLC | 5,087 | $237K | 0.0% | +5.9% | 0.019% | |
4/30/2025 | Cornerstone Planning Group LLC | 764 | $34K | 0.0% | N/A | 0.003% | |
4/30/2025 | Stratos Wealth Partners LTD. | 38,065 | $1.78M | 0.0% | -8.2% | 0.143% | |
4/30/2025 | Stratos Investment Management LLC | 5,810 | $271K | 0.0% | N/A | 0.022% | |
4/30/2025 | Horst & Graben Wealth Management LLC | 72,723 | $3.39M | 0.6% | -3.2% | 0.273% | |
4/29/2025 | Envestnet Asset Management Inc. | 5,174,807 | $241.51M | 0.1% | +1.9% | 19.418% | |
4/29/2025 | Investor s Fiduciary Advisor Network LLC | 46,296 | $2.16M | 1.0% | +7.0% | 0.174% | |
4/29/2025 | Bank of New York Mellon Corp | 37,835 | $1.77M | 0.0% | +6.0% | 0.142% | |
4/29/2025 | World Investment Advisors | 22,795 | $1.06M | 0.0% | +8.9% | 0.086% | |
4/29/2025 | OneDigital Investment Advisors LLC | 10,230 | $477K | 0.0% | -5.2% | 0.038% | |
4/29/2025 | Values Added Financial LLC | 10,776 | $503K | 0.3% | +84.5% | 0.040% | |
4/28/2025 | Milestone Investment Advisors LLC | 6,382 | $298K | 0.1% | -5.8% | 0.024% | |
4/28/2025 | First Horizon Advisors Inc. | 11,132 | $520K | 0.0% | -5.1% | 0.042% | |
4/28/2025 | Physician Wealth Advisors Inc. | 9,452 | $441K | 0.1% | -4.1% | 0.035% | |
4/28/2025 | Equita Financial Network Inc. | 53,240 | $2.49M | 0.9% | +8.4% | 0.200% | |
4/28/2025 | Oregon Pacific Wealth Management LLC | 14,094 | $658K | 0.7% | +4.5% | 0.053% | |
4/28/2025 | Rossby Financial LCC | 2,389 | $111K | 0.0% | N/A | 0.009% | |
4/28/2025 | RKL Wealth Management LLC | 21,474 | $1.00M | 0.1% | -19.8% | 0.081% | |
4/25/2025 | Spinnaker Trust | 272,390 | $12.71M | 0.8% | -18.2% | 1.022% | |
4/25/2025 | Amara Financial LLC. | 24,322 | $1.14M | 1.0% | +10.7% | 0.091% | |
4/25/2025 | Sovran Advisors LLC | 6,022 | $266K | 0.0% | N/A | 0.023% | |
4/24/2025 | Golden State Wealth Management LLC | 5,911 | $276K | 0.0% | +37.3% | 0.022% | |
4/24/2025 | Diversified Trust Co | 24,284 | $1.13M | 0.0% | -3.7% | 0.091% | |
Utah’s New Oil Find (Ad) The Real Reason 218,000 Acres Just Vanished
The government just quietly leased 218,000 acres in the middle of the Utah's Black Desert. Why? Not for oil discovery. Or uranium or solar. Instead, what’s happening beneath this patch of sand is the discovery of a new kind of energy. Google, Buffett, and a even tech billionaires like Gates, Bezos, and Zuckerberg are grabbing a stake. Find out why this could be the most lucrative "underground" energy story in America |
4/23/2025 | Lifelong Wealth Advisors Inc. | 12,178 | $568K | 0.3% | +30.4% | 0.046% | |
4/23/2025 | Perigon Wealth Management LLC | 43,736 | $2.04M | 0.1% | +18.3% | 0.164% | |
4/23/2025 | Alpha Financial Advisors LLC | 5,800 | $271K | 0.1% | N/A | 0.022% | |
4/23/2025 | Golden State Wealth Management LLC | 6,380 | $298K | 0.0% | +48.2% | 0.024% | |
4/23/2025 | Sage Financial Management Group Inc. | 7,930 | $370K | 0.1% | +96.1% | 0.030% | |
4/23/2025 | Keystone Financial Services | 20,309 | $948K | 0.4% | +19.3% | 0.076% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 67,363 | $3.14M | 0.6% | -5.7% | 0.253% | |
4/22/2025 | JFS Wealth Advisors LLC | 4,641 | $217K | 0.0% | +6.7% | 0.017% | |
4/22/2025 | MBE Wealth Management LLC | 11,890 | $555K | 0.3% | +146.1% | 0.045% | |
4/22/2025 | Spectrum Planning & Advisory Services Inc. | 10,763 | $502K | 0.4% | +18.2% | 0.040% | |