5/1/2025 | Mason Investment Advisory Services Inc. | 169,804 | $6.87M | 0.4% | +3.6% | 0.223% | |
5/1/2025 | Ballentine Partners LLC | 1,427,084 | $57.74M | 1.0% | +8.9% | 1.872% | |
4/30/2025 | Cerity Partners LLC | 8,294 | $336K | 0.0% | -44.1% | 0.011% | |
4/30/2025 | Phillips Financial Management LLC | 15,803 | $639K | 0.0% | -1.9% | 0.021% | |
4/30/2025 | Partners in Financial Planning | 30,432 | $1.23M | 0.2% | -2.9% | 0.040% | |
4/30/2025 | M&T Bank Corp | 497,185 | $20.12M | 0.1% | +0.1% | 0.652% | |
4/30/2025 | Liberty One Investment Management LLC | 16,323 | $660K | 0.1% | -2.3% | 0.021% | |
4/30/2025 | Lincoln National Corp | 680,844 | $27.55M | 0.9% | +3.0% | 0.893% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,391,331 | $56.29M | 0.0% | +1.0% | 1.825% | |
4/29/2025 | Chilton Capital Management LLC | 363,710 | $14.72M | 0.6% | +0.8% | 0.477% | |
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4/29/2025 | Traveka Wealth LLC | 124,529 | $5.04M | 2.8% | +7.3% | 0.163% | |
4/29/2025 | Bank of New York Mellon Corp | 137,538 | $5.57M | 0.0% | -14.5% | 0.180% | |
4/28/2025 | Clune & Associates LTD. | 22,378 | $905K | 0.3% | +8.6% | 0.029% | |
4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 9,412 | $381K | 0.0% | +13.0% | 0.012% | |
4/25/2025 | Prairiewood Capital LLC | 55,555 | $2.25M | 0.9% | +8.2% | 0.073% | |
4/24/2025 | Decker Retirement Planning Inc. | 977 | $40K | 0.0% | +198.8% | 0.001% | |
4/24/2025 | ZynergyRetirementPlanningLLC | 2,960 | $117K | 0.1% | -47.8% | 0.004% | |
4/24/2025 | Stone Summit Wealth LLC | 29,958 | $1.21M | 0.4% | +5.1% | 0.039% | |
4/23/2025 | Sequoia Financial Advisors LLC | 71,065 | $2.88M | 0.0% | -31.7% | 0.093% | |
4/23/2025 | Perigon Wealth Management LLC | 7,576 | $307K | 0.0% | -25.9% | 0.010% | |
4/23/2025 | Bessemer Group Inc. | 1,908 | $77K | 0.0% | -29.6% | 0.003% | |
4/23/2025 | Climber Capital SA | 19,300 | $781K | 4.6% | N/A | 0.025% | |
4/23/2025 | Integris Wealth Management LLC | 10,635 | $430K | 0.1% | -3.2% | 0.014% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 53,126 | $2.15M | 0.4% | -0.5% | 0.070% | |
4/23/2025 | Valmark Advisers Inc. | 166,425 | $6.73M | 0.1% | +5.5% | 0.219% | |
4/22/2025 | Dopkins Wealth Management LLC | 36,140 | $1.46M | 0.7% | +32.2% | 0.047% | |
4/22/2025 | Comprehensive Money Management Services LLC | 74,483 | $3.01M | 2.4% | +4.1% | 0.098% | |
4/22/2025 | Elser Financial Planning Inc | 5,322 | $215K | 0.3% | N/A | 0.007% | |
4/22/2025 | Evanson Asset Management LLC | 11,647 | $471K | 0.0% | -3.5% | 0.015% | |
4/21/2025 | Kraft Asset Management LLC | 19,263 | $779K | 0.7% | -4.4% | 0.025% | |
4/21/2025 | Osborne Partners Capital Management LLC | 17,871 | $723K | 0.0% | -40.8% | 0.023% | |
4/21/2025 | Avior Wealth Management LLC | 97,673 | $3.95M | 0.2% | +3.5% | 0.128% | |
4/21/2025 | Trifecta Capital Advisors LLC | 850 | $34K | 0.0% | N/A | 0.001% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 58,813 | $2.38M | 0.0% | -23.7% | 0.077% | |
4/21/2025 | Aspiriant LLC | 42,303 | $1.71M | 0.1% | -6.7% | 0.056% | |
4/21/2025 | Dunhill Financial LLC | 1,898 | $77K | 0.0% | N/A | 0.002% | |
4/17/2025 | Marathon Strategic Advisors LLC | 116,336 | $4.71M | 5.1% | +1.2% | 0.153% | |
4/17/2025 | Breakwater Investment Management | 24,820 | $1.00M | 0.4% | +6.3% | 0.033% | |
4/17/2025 | Mission Wealth Management LP | 72,803 | $2.95M | 0.1% | -9.8% | 0.096% | |
4/17/2025 | Life Planning Partners Inc | 14,833 | $600K | 0.5% | -6.3% | 0.019% | |
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 |
4/17/2025 | Brighton Jones LLC | 10,216 | $413K | 0.0% | -46.2% | 0.013% | |
4/16/2025 | Lam Group Inc. | 28,065 | $1.14M | 0.8% | -12.3% | 0.037% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 42,443 | $1.72M | 0.0% | -4.4% | 0.056% | |
4/16/2025 | Cypress Point Wealth Management LLC | 61,556 | $2.49M | 0.8% | -4.1% | 0.081% | |
4/15/2025 | Total Wealth Planning LLC | 139,142 | $5.63M | 0.9% | +1.1% | 0.183% | |
4/15/2025 | Arvest Investments Inc. | 84,766 | $3.43M | 0.5% | +2.3% | 0.111% | |
4/15/2025 | SJS Investment Consulting Inc. | 10,800 | $437K | 0.1% | -15.6% | 0.014% | |
4/14/2025 | Farther Finance Advisors LLC | 36,044 | $1.46M | 0.0% | +8.8% | 0.047% | |
4/14/2025 | First Citizens Bank & Trust Co. | 56,343 | $2.28M | 0.0% | -21.6% | 0.074% | |
4/14/2025 | Greenspring Advisors LLC | 6,526 | $264K | 0.1% | +15.2% | 0.009% | |
4/14/2025 | Lpwm LLC | 96,760 | $3.92M | 1.3% | +7.1% | 0.127% | |
4/14/2025 | Upper Left Wealth Management LLC | 107,067 | $4.33M | 3.1% | -3.1% | 0.140% | |
4/14/2025 | Rockwood Wealth Management LLC | 362,643 | $14.67M | 1.5% | -11.1% | 0.476% | |
4/14/2025 | Sentinel Pension Advisors LLC | 10,131 | $410K | 0.1% | +36.8% | 0.013% | |
4/11/2025 | Disciplined Investments LLC | 66,073 | $2.67M | 1.2% | -2.2% | 0.087% | |
4/11/2025 | SeaCrest Wealth Management LLC | 16,250 | $657K | 0.1% | +13.7% | 0.021% | |
4/11/2025 | Prosperity Planning Inc. | 42,111 | $1.70M | 0.5% | +1.1% | 0.055% | |
4/10/2025 | Warren Street Wealth Advisors LLC | 98,343 | $3.98M | 1.5% | +10.6% | 0.129% | |
4/10/2025 | Horizons Wealth Management | 10,432 | $422K | 0.3% | +9.8% | 0.014% | |
4/9/2025 | Moller Wealth Partners | 403,826 | $16.34M | 4.0% | +9.0% | 0.530% | |
4/9/2025 | Websterrogers Financial Advisors LLC | 29,187 | $1.18M | 0.4% | +6.2% | 0.038% | |
4/8/2025 | Aletheian Wealth Advisors LLC | 56,061 | $2.27M | 1.3% | +11.8% | 0.074% | |
4/8/2025 | Verde Capital Management | 26,284 | $1.06M | 0.3% | +2.7% | 0.034% | |
4/7/2025 | GAMMA Investing LLC | 647 | $26K | 0.0% | +2,056.7% | 0.001% | |
4/7/2025 | FC Advisory LLC | 12,844 | $520K | 0.2% | -5.6% | 0.017% | |
4/2/2025 | Marotta Asset Management | 94,250 | $3.81M | 0.8% | -2.3% | 0.124% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 44,396 | $1.76M | 0.0% | +0.6% | 0.058% | |
3/4/2025 | Comprehensive Money Management Services LLC | 71,568 | $2.83M | 2.3% | N/A | 0.094% | |
2/26/2025 | Yoffe Investment Management LLC | 13,310 | $527K | 0.8% | N/A | 0.018% | |
2/26/2025 | Discipline Wealth Solutions LLC | 9,019 | $357K | 0.2% | N/A | 0.012% | |
2/25/2025 | Integrated Advisors Network LLC | 15,148 | $599K | 0.0% | +22.0% | 0.020% | |
2/19/2025 | Unconventional Investor LLC | 12,799 | $506K | 0.3% | +29.4% | 0.017% | |
2/18/2025 | GTS Securities LLC | 6,354 | $251K | 0.0% | N/A | 0.008% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 47,804 | $1.89M | 0.0% | +17.6% | 0.063% | |
2/17/2025 | Urban Financial Advisory Corp | 27,340 | $1.08M | 0.6% | +5.4% | 0.036% | |
2/17/2025 | SGL Investment Advisors Inc. | 5,755 | $233K | 0.1% | +6.9% | 0.008% | |
2/17/2025 | LifePlan Investment Advisors Inc. | 64,896 | $2.57M | 1.6% | -0.6% | 0.086% | |
2/17/2025 | Focus Partners Wealth | 36,782 | $1.48M | 0.0% | +39.7% | 0.048% | |
2/17/2025 | Forefront Analytics LLC | 198,721 | $7.86M | 3.7% | +275.4% | 0.262% | |
2/17/2025 | Ellevest Inc. | 257,911 | $10.20M | 0.6% | +6.1% | 0.340% | |
2/17/2025 | Fairview Capital Investment Management LLC | 156,055 | $6.17M | 0.3% | +1.9% | 0.206% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 12,295 | $486K | 0.0% | +52.9% | 0.016% | |
2/17/2025 | Deutsche Bank AG | 32,596 | $1.29M | 0.0% | +44.9% | 0.043% | |
2/17/2025 | CoreCap Advisors LLC | 20,795 | $823K | 0.0% | +11.8% | 0.027% | |
2/17/2025 | Cetera Investment Advisers | 92,425 | $3.66M | 0.0% | -0.6% | 0.122% | |
2/17/2025 | Cardiff Park Advisors LLC | 45,331 | $1.79M | 0.2% | +3.6% | 0.060% | |
2/17/2025 | Bank of America Corp DE | 743,464 | $29.41M | 0.0% | -8.1% | 0.980% | |
2/17/2025 | Ameriprise Financial Inc. | 6,173 | $244K | 0.0% | +15.9% | 0.008% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 6,568 | $260K | 0.0% | -55.1% | 0.009% | |
2/14/2025 | The Manufacturers Life Insurance Company | 700,294 | $27.70M | 0.0% | +10.1% | 0.923% | |
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 |
2/14/2025 | Beacon Pointe Advisors LLC | 23,843 | $943K | 0.0% | -5.4% | 0.031% | |
2/14/2025 | Betterment LLC | 171,317 | $6.78M | 0.0% | -2.1% | 0.226% | |
2/14/2025 | Hancock Whitney Corp | 35,550 | $1.41M | 0.0% | +51.7% | 0.047% | |
2/14/2025 | Stifel Financial Corp | 25,679 | $1.02M | 0.0% | +9.3% | 0.034% | |
2/14/2025 | Strategic Financial Planning Inc. | 113,446 | $4.49M | 3.1% | +6.5% | 0.149% | |
2/14/2025 | Freedom Investment Management Inc. | 29,228 | $1.16M | 0.1% | -4.2% | 0.039% | |
2/14/2025 | Balanced Rock Investment Advisors LLC | 11,614 | $459K | 0.4% | -57.7% | 0.015% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 27,184 | $1.07M | 0.1% | -1.7% | 0.036% | |
2/13/2025 | NewEdge Advisors LLC | 55,827 | $2.21M | 0.0% | +5.8% | 0.074% | |
2/13/2025 | Verisail Partners LLC | 18,075 | $715K | 0.3% | N/A | 0.024% | |