6/27/2025 | Goldman Sachs Group Inc. | 14,680 | $1.13M | 0.0% | -3.1% | 0.097% | |
5/16/2025 | Goldman Sachs Group Inc. | 14,680 | $1.13M | 0.0% | -3.1% | 0.097% | |
5/16/2025 | Integrated Wealth Concepts LLC | 27,620 | $2.12M | 0.0% | N/A | 0.183% | |
5/15/2025 | Raine Group LLC | 63,295 | $4.86M | 31.0% | +0.8% | 0.420% | |
5/15/2025 | Royal Bank of Canada | 98,970 | $7.60M | 0.0% | +3.1% | 0.657% | |
5/15/2025 | Betterment LLC | 4,372 | $336K | 0.0% | +13.2% | 0.029% | |
5/15/2025 | Titleist Asset Management LLC | 58,344 | $4.48M | 0.5% | +49.3% | 0.387% | |
5/14/2025 | CreativeOne Wealth LLC | 23,944 | $1.84M | 0.1% | N/A | 0.159% | |
5/14/2025 | GDS Wealth Management | 30,382 | $2.33M | 0.2% | -36.8% | 0.202% | |
5/14/2025 | RWA Wealth Partners LLC | 47,376 | $3.64M | 0.0% | -22.6% | 0.315% | |
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5/13/2025 | Mill Creek Capital Advisors LLC | 936,213 | $71.90M | 1.7% | +2.1% | 6.217% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 15,387 | $1.18M | 0.0% | -88.8% | 0.099% | |
5/12/2025 | Townsquare Capital LLC | 111,067 | $8.53M | 0.1% | -3.2% | 0.714% | |
5/12/2025 | National Bank of Canada FI | 20,365 | $1.56M | 0.0% | -6.3% | 0.131% | |
5/9/2025 | Altfest L J & Co. Inc. | 4,545 | $349K | 0.0% | -4.2% | 0.030% | |
5/9/2025 | Chicago Partners Investment Group LLC | 19,333 | $1.47M | 0.0% | +0.8% | 0.128% | |
5/9/2025 | Atria Wealth Solutions Inc. | 31,484 | $2.42M | 0.0% | -29.0% | 0.209% | |
5/7/2025 | LPL Financial LLC | 103,682 | $7.96M | 0.0% | +8.1% | 0.688% | |
5/6/2025 | Cetera Investment Advisers | 11,812 | $907K | 0.0% | -66.3% | 0.078% | |
5/6/2025 | AE Wealth Management LLC | 5,461 | $419K | 0.0% | -8.4% | 0.036% | |
5/6/2025 | Winthrop Capital Management LLC | 2,031 | $156K | 0.0% | +11.9% | 0.013% | |
5/5/2025 | Kestra Private Wealth Services LLC | 11,138 | $855K | 0.0% | -48.4% | 0.074% | |
5/5/2025 | Private Advisor Group LLC | 15,486 | $1.19M | 0.0% | +7.0% | 0.103% | |
5/5/2025 | Archer Investment Corp | 1,065 | $82K | 0.0% | -11.3% | 0.007% | |
4/30/2025 | Topsail Wealth Management LLC | 14,472 | $1.11M | 0.2% | -9.4% | 0.096% | |
4/30/2025 | Axxcess Wealth Management LLC | 705,042 | $54.15M | 1.4% | -1.9% | 4.682% | |
4/29/2025 | Envestnet Asset Management Inc. | 51,931 | $3.99M | 0.0% | -59.6% | 0.345% | |
4/28/2025 | Axis Wealth Partners LLC | 6,726 | $517K | 0.4% | +4.0% | 0.045% | |
4/28/2025 | Sensible Financial Planning & Management LLC. | 152,234 | $11.69M | 2.3% | +7.5% | 1.011% | |
4/28/2025 | Redmont Wealth Advisors LLC | 745 | $57K | 0.1% | N/A | 0.005% | |
4/25/2025 | Mather Group LLC. | 3,655 | $281K | 0.0% | -3.6% | 0.024% | |
4/25/2025 | Wealthstar Advisors LLC | 71,068 | $5.46M | 2.5% | N/A | 0.472% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 1,170 | $90K | 0.0% | +13.6% | 0.008% | |
4/23/2025 | Perigon Wealth Management LLC | 35,186 | $2.70M | 0.1% | +2.5% | 0.227% | |
4/23/2025 | Golden State Wealth Management LLC | 9,906 | $761K | 0.1% | +101.5% | 0.064% | |
4/23/2025 | Consolidated Portfolio Review Corp | 4,783 | $367K | 0.1% | +25.4% | 0.031% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 14,599 | $1.12M | 0.0% | -1.6% | 0.094% | |
4/22/2025 | PFG Investments LLC | 11,606 | $891K | 0.1% | +6.3% | 0.075% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 2,875 | $221K | 0.0% | -96.4% | 0.019% | |
4/18/2025 | Bfsg LLC | 30,922 | $2.38M | 0.3% | +12.3% | 0.205% | |
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4/14/2025 | Farther Finance Advisors LLC | 4,158 | $319K | 0.0% | N/A | 0.028% | |
4/14/2025 | Wedmont Private Capital | 999,491 | $74.67M | 3.8% | +8.6% | 6.637% | |
4/9/2025 | RFG Advisory LLC | 16,316 | $1.25M | 0.0% | +14.3% | 0.108% | |
4/9/2025 | Capital Asset Advisory Services LLC | 706,488 | $54.32M | 2.8% | -2.3% | 4.691% | |
4/9/2025 | NBC Securities Inc. | 474 | $36K | 0.0% | N/A | 0.003% | |
2/21/2025 | Vermillion Wealth Management Inc. | 1,746 | $132K | 0.1% | N/A | 0.012% | |
2/20/2025 | Drucker Wealth 3.0 LLC | 114,708 | $8.69M | 2.0% | -14.4% | 0.787% | |
2/18/2025 | Nepc LLC | 2,455,525 | $185.91M | 5.0% | +35.5% | 16.842% | |
2/18/2025 | Note Advisors LLC | 9,310 | $705K | 0.6% | N/A | 0.064% | |
2/17/2025 | Raine Group LLC | 62,795 | $4.75M | 28.4% | +1.6% | 0.431% | |
2/17/2025 | Cetera Investment Advisers | 35,016 | $2.65M | 0.0% | -48.2% | 0.240% | |
2/17/2025 | Bank of America Corp DE | 440,977 | $33.39M | 0.0% | +1.4% | 3.025% | |
2/17/2025 | BNP Paribas | 9,389 | $711K | 0.0% | -3.7% | 0.064% | |
2/17/2025 | Ameriprise Financial Inc. | 22,472 | $1.70M | 0.0% | +49.0% | 0.154% | |
2/14/2025 | Jane Street Group LLC | 5,667 | $429K | 0.0% | N/A | 0.039% | |
2/14/2025 | Betterment LLC | 3,862 | $292K | 0.0% | +22.4% | 0.026% | |
2/14/2025 | Topsail Wealth Management LLC | 15,978 | $1.21M | 0.3% | N/A | 0.110% | |
2/14/2025 | Stifel Financial Corp | 40,710 | $3.08M | 0.0% | +0.9% | 0.279% | |
2/14/2025 | TD Waterhouse Canada Inc. | 30,436 | $2.30M | 0.0% | +0.8% | 0.209% | |
2/14/2025 | MML Investors Services LLC | 161,164 | $12.20M | 0.0% | -42.0% | 1.105% | |
2/13/2025 | Savvy Advisors Inc. | 9,502 | $719K | 0.1% | -2.7% | 0.065% | |
2/13/2025 | Townsquare Capital LLC | 114,708 | $8.69M | 0.1% | -14.4% | 0.787% | |
2/13/2025 | Raymond James Financial Inc. | 16,030 | $1.21M | 0.0% | N/A | 0.110% | |
2/13/2025 | Bank of Montreal Can | 1,376 | $104K | 0.0% | N/A | 0.009% | |
2/13/2025 | Titleist Asset Management LLC | 39,075 | $2.96M | 0.3% | N/A | 0.268% | |
2/13/2025 | Envestnet Asset Management Inc. | 128,677 | $9.74M | 0.0% | -34.7% | 0.883% | |
2/12/2025 | National Bank of Canada FI | 21,741 | $1.65M | 0.0% | +7.3% | 0.149% | |
2/12/2025 | RWA Wealth Partners LLC | 61,188 | $4.63M | 0.1% | -2.1% | 0.420% | |
2/12/2025 | Loomis Sayles & Co. L P | 85,515 | $6.47M | 0.7% | +7.1% | 0.587% | |
2/12/2025 | JPMorgan Chase & Co. | 43,867 | $3.32M | 0.0% | +4.8% | 0.301% | |
2/12/2025 | Financial Engines Advisors L.L.C. | 137,701 | $10.43M | 0.0% | N/A | 0.944% | |
2/11/2025 | LPL Financial LLC | 95,893 | $7.26M | 0.0% | -11.9% | 0.658% | |
2/10/2025 | Axxcess Wealth Management LLC | 718,891 | $54.43M | 1.3% | +1.0% | 4.931% | |
2/10/2025 | Harbour Investments Inc. | 2,314 | $175K | 0.0% | -82.1% | 0.016% | |
2/10/2025 | Corient Private Wealth LLC | 64,722 | $4.90M | 0.0% | +2.0% | 0.444% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 80,437 | $6.09M | 0.0% | -20.4% | 0.552% | |
2/10/2025 | Commonwealth Equity Services LLC | 3,325 | $252K | 0.0% | -4.2% | 0.023% | |
2/10/2025 | EverSource Wealth Advisors LLC | 1,100 | $83K | 0.0% | N/A | 0.008% | |
2/7/2025 | King Luther Capital Management Corp | 11,303 | $856K | 0.0% | -87.3% | 0.078% | |
2/7/2025 | Axis Wealth Partners LLC | 6,467 | $490K | 0.4% | N/A | 0.044% | |
2/6/2025 | Raymond James Financial Inc. | 16,030 | $1.21M | 0.0% | N/A | 0.110% | |
2/6/2025 | Atria Investments Inc | 4,390 | $332K | 0.0% | -25.1% | 0.030% | |
2/3/2025 | Private Advisor Group LLC | 14,478 | $1.10M | 0.0% | -12.8% | 0.099% | |
1/31/2025 | Bfsg LLC | 27,527 | $2.08M | 0.2% | +2.1% | 0.189% | |
1/31/2025 | Atria Wealth Solutions Inc. | 44,335 | $3.36M | 0.0% | -7.0% | 0.304% | |
1/31/2025 | Truist Financial Corp | 41,166 | $3.12M | 0.0% | +152.1% | 0.282% | |
1/31/2025 | Sanctuary Advisors LLC | 61,919 | $4.72M | 0.0% | +0.9% | 0.425% | |
1/29/2025 | Mill Creek Capital Advisors LLC | 916,624 | $69.40M | 1.7% | +0.4% | 6.287% | |
1/29/2025 | Bristlecone Advisors LLC | 6,929 | $525K | 0.0% | +56.3% | 0.048% | |
1/28/2025 | Canvas Wealth Advisors LLC | 2,800 | $212K | 0.1% | N/A | 0.019% | |
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 |
1/28/2025 | Kestra Private Wealth Services LLC | 21,598 | $1.64M | 0.0% | -5.7% | 0.148% | |
1/28/2025 | Stephens Inc. AR | 5,450 | $413K | 0.0% | -6.0% | 0.037% | |
1/28/2025 | Seamount Financial Group Inc. | 3,951 | $299K | 0.2% | -3.8% | 0.027% | |
1/28/2025 | Golden State Wealth Management LLC | 4,916 | $372K | 0.1% | N/A | 0.034% | |
1/28/2025 | Leo Wealth LLC | 35,954 | $2.72M | 0.2% | N/A | 0.247% | |
1/27/2025 | Consolidated Portfolio Review Corp | 3,814 | $289K | 0.0% | N/A | 0.026% | |
1/24/2025 | GDS Wealth Management | 48,108 | $3.64M | 0.3% | -31.4% | 0.330% | |
1/24/2025 | Oregon Pacific Wealth Management LLC | 3,444 | $261K | 0.3% | N/A | 0.024% | |
1/24/2025 | Chicago Partners Investment Group LLC | 19,182 | $1.44M | 0.0% | +63.5% | 0.132% | |
1/22/2025 | Perigon Wealth Management LLC | 34,333 | $2.60M | 0.1% | +36.9% | 0.235% | |