5/1/2025 | Fortem Financial Group LLC | 14,468 | $2.30M | 0.9% | +10.0% | 0.001% | |
5/1/2025 | Quest 10 Wealth Builders Inc. | 419 | $67K | 0.1% | -69.1% | 0.000% | |
5/1/2025 | Cortland Associates Inc. MO | 142,950 | $22.69M | 2.7% | +704.0% | 0.009% | |
5/1/2025 | Applied Capital LLC FL | 17,672 | $2.81M | 2.2% | +4.5% | 0.001% | |
5/1/2025 | Callahan Advisors LLC | 12,801 | $2.03M | 0.2% | +31.5% | 0.001% | |
5/1/2025 | Park Square Financial Group LLC | 1,021 | $162K | 0.1% | +199.4% | 0.000% | |
5/1/2025 | SteelPeak Wealth LLC | 65,746 | $10.52M | 0.4% | -8.4% | 0.004% | |
5/1/2025 | Diversify Wealth Management LLC | 32,428 | $5.52M | 0.4% | +3.7% | 0.002% | |
5/1/2025 | Xponance Inc. | 195,491 | $31.03M | 0.3% | +1.9% | 0.013% | |
5/1/2025 | WESPAC Advisors LLC | 7,154 | $1.14M | 0.9% | N/A | 0.000% | |
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5/1/2025 | Country Club Bank | 71,620 | $11.11M | 0.7% | -14.8% | 0.005% | |
5/1/2025 | Fidelis Capital Partners LLC | 8,669 | $1.48M | 0.2% | +2.3% | 0.001% | |
4/30/2025 | Investment Management Associates Inc. ADV | 124,467 | $19.76M | 8.1% | -3.8% | 0.008% | |
4/30/2025 | Burford Brothers Inc. | 5,733 | $910K | 0.4% | -6.4% | 0.000% | |
4/30/2025 | CFC Planning Co LLC | 20,574 | $3.27M | 3.6% | +8.2% | 0.001% | |
4/30/2025 | State of Michigan Retirement System | 421,758 | $66.95M | 0.4% | 0.0% | 0.027% | |
4/30/2025 | Covey Capital Advisors LLC | 8,162 | $1.30M | 1.5% | +6.3% | 0.001% | |
4/30/2025 | MJP Associates Inc. ADV | 4,715 | $748K | 0.1% | +2.1% | 0.000% | |
4/30/2025 | Bernardo Wealth Planning LLC | 3,522 | $559K | 0.1% | +2.2% | 0.000% | |
4/30/2025 | Cerity Partners LLC | 304,597 | $48.36M | 0.1% | +3.3% | 0.020% | |
4/30/2025 | Hunter Associates Investment Management LLC | 31,865 | $5.07M | 0.8% | -5.7% | 0.002% | |
4/30/2025 | Lountzis Asset Management LLC | 1,522 | $257K | 0.1% | N/A | 0.000% | |
4/30/2025 | Code Waechter LLC | 2,251 | $357K | 0.3% | -8.1% | 0.000% | |
4/30/2025 | Telos Capital Management Inc. | 3,088 | $490K | 0.1% | -18.2% | 0.000% | |
4/30/2025 | Alps Advisors Inc. | 200,786 | $31.87M | 0.2% | -13.7% | 0.013% | |
4/30/2025 | Allworth Financial LP | 102,912 | $17.50M | 0.1% | +42.1% | 0.007% | |
4/30/2025 | Aurdan Capital Management LLC | 55,245 | $8.77M | 3.3% | -10.8% | 0.004% | |
4/30/2025 | Stonebrook Private Inc. | 3,211 | $510K | 0.1% | +8.4% | 0.000% | |
4/30/2025 | Parr Mcknight Wealth Management Group LLC | 15,831 | $2.51M | 0.4% | -21.9% | 0.001% | |
4/30/2025 | CFO4Life Group LLC | 4,227 | $671K | 0.1% | -11.0% | 0.000% | |
4/30/2025 | Significant Wealth Partners LLC | 1,440 | $229K | 0.1% | N/A | 0.000% | |
4/30/2025 | Ascent Capital Management LLC | 2,822 | $448K | 0.5% | +3.9% | 0.000% | |
4/30/2025 | Leavell Investment Management Inc. | 10,793 | $1.73M | 0.1% | -6.2% | 0.001% | |
4/30/2025 | Quotient Wealth Partners LLC | 4,441 | $705K | 0.0% | +7.1% | 0.000% | |
4/30/2025 | Bridges Investment Management Inc. | 64,882 | $10.30M | 0.1% | -7.6% | 0.004% | |
4/30/2025 | Nisa Investment Advisors LLC | 554,146 | $88.71M | 0.4% | -6.4% | 0.036% | |
4/30/2025 | Moloney Securities Asset Management LLC | 9,371 | $1.49M | 0.2% | -1.0% | 0.001% | |
4/30/2025 | Banque Pictet & Cie SA | 171,747 | $27.26M | 0.2% | +0.2% | 0.011% | |
4/30/2025 | Axxcess Wealth Management LLC | 34,276 | $5.44M | 0.1% | -2.4% | 0.002% | |
4/30/2025 | New Mexico Educational Retirement Board | 72,711 | $11.54M | 0.4% | -1.9% | 0.005% | |
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 |
4/30/2025 | Rehmann Capital Advisory Group | 9,881 | $1.57M | 0.1% | -1.3% | 0.001% | |
4/30/2025 | Slagle Financial LLC | 32,685 | $5.19M | 2.3% | +0.7% | 0.002% | |
4/30/2025 | Cornerstone Planning Group LLC | 1,146 | $193K | 0.0% | +97.2% | 0.000% | |
4/30/2025 | GFG Capital LLC | 1,291 | $205K | 0.1% | -31.4% | 0.000% | |
4/30/2025 | First National Bank & Trust Co. of Newtown | 7,246 | $1.15M | 0.2% | -2.3% | 0.000% | |
4/30/2025 | Greenleaf Trust | 35,116 | $5.57M | 0.1% | +4.9% | 0.002% | |
4/30/2025 | Silverlake Wealth Management LLC | 3,936 | $625K | 0.2% | -1.8% | 0.000% | |
4/30/2025 | DekaBank Deutsche Girozentrale | 2,359,228 | $365.00M | 0.7% | -6.3% | 0.152% | |
4/30/2025 | Personal CFO Solutions LLC | 6,254 | $993K | 0.2% | -5.8% | 0.000% | |
4/30/2025 | Valeo Financial Advisors LLC | 41,125 | $6.53M | 0.2% | +2.3% | 0.003% | |
4/30/2025 | BXM Wealth LLC | 1,299 | $208K | 0.2% | -22.7% | 0.000% | |
4/30/2025 | 49 Wealth Management LLC | 5,334 | $847K | 0.1% | +79.0% | 0.000% | |
4/30/2025 | Stratos Wealth Partners LTD. | 22,668 | $3.60M | 0.1% | -10.0% | 0.001% | |
4/30/2025 | Stratos Wealth Advisors LLC | 11,260 | $1.79M | 0.1% | -11.4% | 0.001% | |
4/30/2025 | Stratos Investment Management LLC | 7,078 | $1.12M | 0.1% | +26.3% | 0.000% | |
4/30/2025 | Hourglass Capital LLC | 67,580 | $10.73M | 2.8% | -6.7% | 0.004% | |
4/30/2025 | Brown Advisory Inc. | 162,212 | $25.75M | 0.0% | -6.5% | 0.010% | |
4/30/2025 | Ninety One SA PTY Ltd | 77,805 | $12.33M | 2.3% | +81.7% | 0.005% | |
4/30/2025 | China Universal Asset Management Co. Ltd. | 8,642 | $1.38M | 0.1% | +12.3% | 0.001% | |
4/30/2025 | Ninety One UK Ltd | 8,983,291 | $1.43B | 4.0% | -1.6% | 0.577% | |
4/30/2025 | Ninety One North America Inc. | 611,212 | $97.02M | 6.5% | -3.9% | 0.039% | |
4/30/2025 | Alpha Cubed Investments LLC | 2,789 | $443K | 0.0% | -6.6% | 0.000% | |
4/30/2025 | Horst & Graben Wealth Management LLC | 4,550 | $722K | 0.1% | +2.9% | 0.000% | |
4/30/2025 | Davidson Investment Advisors | 98,758 | $15.68M | 0.8% | -38.9% | 0.006% | |
4/30/2025 | Pekin Hardy Strauss Inc. | 32,748 | $5.20M | 0.6% | +3.8% | 0.002% | |
4/30/2025 | Planning Directions Inc. | 47,983 | $7.62M | 3.3% | N/A | 0.003% | |
4/30/2025 | Beverly Hills Private Wealth LLC | 67,907 | $10.78M | 2.1% | +1.8% | 0.004% | |
4/30/2025 | Abound Financial LLC | 1,650 | $262K | 0.1% | N/A | 0.000% | |
4/30/2025 | Crossmark Global Holdings Inc. | 35,281 | $5.60M | 0.1% | +30.8% | 0.002% | |
4/30/2025 | Gilliland Jeter Wealth Management LLC | 12,848 | $2.04M | 0.7% | -2.0% | 0.001% | |
4/30/2025 | Washington Trust Bank | 15,998 | $2.54M | 0.3% | -5.5% | 0.001% | |
4/30/2025 | Fullcircle Wealth LLC | 7,782 | $1.32M | 0.5% | -4.9% | 0.000% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 40,933 | $6.50M | 0.2% | +11.5% | 0.003% | |
4/29/2025 | Richard Bernstein Advisors LLC | 26,495 | $4.21M | 0.1% | -5.1% | 0.002% | |
4/29/2025 | Financial Counselors Inc. | 296,290 | $47.03M | 0.7% | -4.6% | 0.019% | |
4/29/2025 | Raleigh Capital Management Inc. | 19,395 | $3.08M | 1.4% | -4.6% | 0.001% | |
4/29/2025 | YANKCOM Partnership | 8,176 | $1.30M | 0.7% | -14.2% | 0.001% | |
4/29/2025 | Callan Capital LLC | 4,531 | $719K | 0.1% | +17.6% | 0.000% | |
4/29/2025 | TD Private Client Wealth LLC | 114,036 | $18.10M | 0.5% | +1.7% | 0.007% | |
4/29/2025 | Capital Advisors Inc. OK | 7,126 | $1.13M | 0.0% | +3.1% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 5,719,832 | $907.91M | 0.3% | +3.3% | 0.367% | |
4/29/2025 | Hexagon Capital Partners LLC | 10,796 | $1.71M | 0.3% | -14.2% | 0.001% | |
4/29/2025 | Hendley & Co. Inc. | 13,825 | $2.19M | 0.8% | +6.1% | 0.001% | |
4/29/2025 | Chilton Capital Management LLC | 8,155 | $1.29M | 0.1% | -1.7% | 0.001% | |
4/29/2025 | Traveka Wealth LLC | 2,101 | $333K | 0.2% | +17.9% | 0.000% | |
4/29/2025 | Cloud Capital Management LLC | 815 | $130K | 0.1% | N/A | 0.000% | |
4/29/2025 | Argentarii LLC | 5,646 | $896K | 0.4% | +87.1% | 0.000% | |
4/29/2025 | Jackson Wealth Management LLC | 3,235 | $513K | 0.1% | N/A | 0.000% | |
4/29/2025 | McGlone Suttner Wealth Management Inc. | 6,072 | $964K | 0.2% | +10.3% | 0.000% | |
4/29/2025 | Capital Planning LLC | 2,400 | $384K | 0.1% | -8.2% | 0.000% | |
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 |
4/29/2025 | CoreFirst Bank & Trust | 4,770 | $757K | 0.5% | -8.6% | 0.000% | |
4/29/2025 | Sierra Ocean LLC | 707 | $112K | 0.1% | +128.8% | 0.000% | |
4/29/2025 | Lee Danner & Bass Inc. | 70,853 | $11.25M | 0.9% | -0.6% | 0.005% | |
4/29/2025 | Sutton Place Investors LLC | 1,494 | $237K | 0.2% | N/A | 0.000% | |
4/29/2025 | Sharp Financial Services LLC | 1,884 | $299K | 0.2% | N/A | 0.000% | |
4/29/2025 | Adell Harriman & Carpenter Inc. | 5,539 | $879K | 0.1% | +139.7% | 0.000% | |
4/29/2025 | Concurrent Investment Advisors LLC | 49,486 | $7.86M | 0.2% | +62.5% | 0.003% | |
4/29/2025 | VAUGHAN & Co SECURITIES INC. | 8,508 | $1.35M | 0.8% | -11.9% | 0.001% | |
4/29/2025 | Wheelhouse Advisory Group LLC | 3,817 | $606K | 0.4% | -16.5% | 0.000% | |
4/29/2025 | Simmons Bank | 11,347 | $1.80M | 0.1% | -7.7% | 0.001% | |