8/28/2025 | Midwestern Financial LLC IA | 70,822 | $4.85M | 4.6% | N/A | 0.043% | |
8/27/2025 | Orion Porfolio Solutions LLC | 506,234 | $34.70M | 0.3% | -9.1% | 0.309% | |
8/25/2025 | BLVD Private Wealth LLC | 21,617 | $1.48M | 1.4% | N/A | 0.013% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 7,439 | $510K | 0.0% | N/A | 0.005% | |
8/19/2025 | Advisory Services Network LLC | 24,040 | $1.66M | 0.0% | +6.1% | 0.015% | |
8/19/2025 | Asset Dedication LLC | 25,080 | $1.72M | 0.1% | +8.6% | 0.015% | |
8/18/2025 | Geneos Wealth Management Inc. | 1,050 | $72K | 0.0% | -85.8% | 0.001% | |
8/18/2025 | Kestra Investment Management LLC | 27,207 | $1.87M | 0.1% | +68.2% | 0.017% | |
8/15/2025 | North Ridge Wealth Advisors Inc. | 9,640 | $661K | 0.4% | +15.5% | 0.006% | |
8/15/2025 | Brown Financial Advisors | 58,061 | $3.98M | 1.6% | -2.8% | 0.035% | |
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8/15/2025 | Corient Private Wealth LLC | 1,044,887 | $71.62M | 0.1% | +15.7% | 0.638% | |
8/15/2025 | WealthCollab LLC | 48,623 | $3.33M | 1.9% | +0.8% | 0.030% | |
8/15/2025 | Captrust Financial Advisors | 6,185 | $424K | 0.0% | -3.3% | 0.004% | |
8/15/2025 | Prevail Innovative Wealth Advisors LLC | 24,855 | $1.70M | 0.4% | +27.8% | 0.015% | |
8/15/2025 | MML Investors Services LLC | 1,732,017 | $118.71M | 0.3% | +34.2% | 1.057% | |
8/15/2025 | Modern Wealth Management LLC | 178,030 | $12.20M | 0.3% | +4,340.8% | 0.109% | |
8/15/2025 | IHT Wealth Management LLC | 285,071 | $19.54M | 0.5% | +5.7% | 0.174% | |
8/15/2025 | Freedom Financial Partners LLC | 121,749 | $8.34M | 3.5% | +5.9% | 0.074% | |
8/15/2025 | Great Valley Advisor Group Inc. | 826,949 | $56.68M | 1.3% | +10.0% | 0.505% | |
8/15/2025 | EP Wealth Advisors LLC | 57,064 | $3.91M | 0.0% | -0.7% | 0.035% | |
8/15/2025 | Eaton Cambridge Inc. | 18,251 | $1.25M | 0.5% | +13.1% | 0.011% | |
8/15/2025 | Bank of America Corp DE | 17,544,658 | $1.20B | 0.1% | +1,271.2% | 10.711% | |
8/15/2025 | Ameriprise Financial Inc. | 1,538,323 | $101.32M | 0.0% | +60.5% | 0.939% | |
8/14/2025 | Jane Street Group LLC | 256,932 | $17.61M | 0.0% | +23.9% | 0.157% | |
8/14/2025 | Ausdal Financial Partners Inc. | 9,151 | $627K | 0.0% | -11.1% | 0.006% | |
8/14/2025 | Raymond James Financial Inc. | 490,585 | $33.63M | 0.0% | +50.6% | 0.300% | |
8/14/2025 | Peak Asset Management LLC | 56,400 | $3.87M | 0.7% | +3.6% | 0.034% | |
8/14/2025 | Betterment LLC | 25,672 | $1.76M | 0.0% | +109.0% | 0.016% | |
8/14/2025 | Quantinno Capital Management LP | 14,735 | $1.01M | 0.0% | +74.1% | 0.009% | |
8/14/2025 | Diversify Wealth Management LLC | 13,280 | $946K | 0.1% | +20.3% | 0.008% | |
8/14/2025 | Diversify Advisory Services LLC | 6,715 | $478K | 0.0% | N/A | 0.004% | |
8/14/2025 | HUB Investment Partners LLC | 245,298 | $16.81M | 0.6% | -52.6% | 0.150% | |
8/14/2025 | Clarity Asset Management Inc. | 1,253 | $86K | 0.1% | +66.6% | 0.001% | |
8/14/2025 | NewEdge Advisors LLC | 168,995 | $11.58M | 0.1% | +12.8% | 0.103% | |
8/14/2025 | Planwiser Financial LLC | 8,606 | $602K | 0.5% | -82.1% | 0.005% | |
8/14/2025 | CoreFirst Bank & Trust | 50,498 | $3.46M | 2.0% | +1.7% | 0.031% | |
8/14/2025 | Cerity Partners LLC | 2,615,107 | $179.71M | 0.3% | +13.9% | 1.597% | |
8/13/2025 | Vance Wealth LLC | 14,413 | $988K | 0.3% | N/A | 0.009% | |
8/13/2025 | Cresset Asset Management LLC | 834,991 | $57.23M | 0.2% | +8.8% | 0.510% | |
8/13/2025 | Gateway Wealth Partners LLC | 65,829 | $4.51M | 0.9% | +12.4% | 0.040% | |
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8/13/2025 | Brown Advisory Inc. | 40,666 | $2.79M | 0.0% | +474.2% | 0.025% | |
8/13/2025 | GeoWealth Management LLC | 47,697 | $3.27M | 0.1% | +1.8% | 0.029% | |
8/13/2025 | Annandale Capital LLC | 66,433 | $4.55M | 0.3% | -0.8% | 0.041% | |
8/13/2025 | Parkworth Wealth Management Inc. | 54,519 | $3.74M | 2.7% | +2.7% | 0.033% | |
8/13/2025 | EverSource Wealth Advisors LLC | 8,932 | $612K | 0.0% | -2.4% | 0.005% | |
8/13/2025 | CW Advisors LLC | 1,319,578 | $90.44M | 0.9% | +1.2% | 0.806% | |
8/13/2025 | IAG Wealth Partners LLC | 62,724 | $4.30M | 0.6% | -15.0% | 0.038% | |
8/13/2025 | Nicolet Bankshares Inc. | 195,110 | $13.37M | 2.3% | +7.8% | 0.119% | |
8/13/2025 | WCG Wealth Advisors LLC | 112,609 | $7.72M | 0.5% | +7.5% | 0.069% | |
8/13/2025 | Beacon Pointe Advisors LLC | 5,707 | $391K | 0.0% | N/A | 0.003% | |
8/13/2025 | Holos Integrated Wealth LLC | 29,550 | $2.09M | 1.3% | +1.7% | 0.018% | |
8/13/2025 | D L Carlson Investment Group Inc. | 68,793 | $4.72M | 0.9% | +13.2% | 0.042% | |
8/13/2025 | M&T Bank Corp | 4,183 | $287K | 0.0% | N/A | 0.003% | |
8/13/2025 | JRM Investment Counsel LLC | 299,264 | $20.51M | 6.6% | +17.6% | 0.183% | |
8/13/2025 | Kuhn & Co Investment Counsel | 8,316 | $570K | 0.4% | +36.3% | 0.005% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 3,062,191 | $209.88M | 0.2% | +28.1% | 1.869% | |
8/13/2025 | Integrity Investment Advisors LLC | 14,521 | $995K | 0.8% | +11.7% | 0.009% | |
8/13/2025 | Copley Financial Group Inc. | 3,502 | $240K | 0.2% | -5.3% | 0.002% | |
8/13/2025 | Correct Capital Wealth Management | 253,792 | $17.40M | 2.5% | -49.9% | 0.155% | |
8/12/2025 | J.W. Cole Advisors Inc. | 6,377 | $437K | 0.0% | +25.8% | 0.004% | |
8/12/2025 | Richmond Investment Services LLC | 10,704 | $734K | 0.2% | +68.3% | 0.007% | |
8/12/2025 | Cornerstone Capital Inc. | 3,815 | $261K | 0.0% | -39.4% | 0.002% | |
8/12/2025 | Burk Holdings LLC | 48,801 | $3.35M | 2.1% | N/A | 0.030% | |
8/12/2025 | South Plains Financial Inc. | 1,098 | $75K | 0.1% | +61.2% | 0.001% | |
8/12/2025 | CreativeOne Wealth LLC | 368,818 | $25.28M | 0.7% | +68.7% | 0.225% | |
8/12/2025 | Hill Investment Group Partners LLC | 169,452 | $11.61M | 1.5% | +24.7% | 0.103% | |
8/12/2025 | Global Retirement Partners LLC | 19,063 | $1.31M | 0.0% | N/A | 0.012% | |
8/12/2025 | American Century Companies Inc. | 2,430,093 | $166.56M | 0.1% | +25.9% | 1.484% | |
8/12/2025 | Nemes Rush Group LLC | 3,500 | $240K | 0.0% | +20.9% | 0.002% | |
8/12/2025 | Cozad Asset Management Inc. | 14,210 | $974K | 0.1% | +14.1% | 0.009% | |
8/12/2025 | AlphaCore Capital LLC | 40,982 | $2.81M | 0.1% | +60.9% | 0.025% | |
8/12/2025 | Journey Strategic Wealth LLC | 3,152 | $216K | 0.0% | N/A | 0.002% | |
8/12/2025 | MAI Capital Management | 4,344 | $298K | 0.0% | +765.3% | 0.003% | |
8/12/2025 | JPMorgan Chase & Co. | 311,490 | $21.35M | 0.0% | +44.4% | 0.190% | |
8/12/2025 | Passive Capital Management LLC. | 132,648 | $9.11M | 2.8% | +2.1% | 0.081% | |
8/12/2025 | NorthStar Asset Management LLC NJ | 34,788 | $2.38M | 0.6% | +843.3% | 0.021% | |
8/12/2025 | Tarbox Family Office Inc. | 532,184 | $36.48M | 5.5% | -0.7% | 0.325% | |
8/12/2025 | BWM Planning LLC | 53,886 | $3.69M | 1.3% | +24.9% | 0.033% | |
8/12/2025 | PKS Advisory Services LLC | 24,753 | $1.70M | 0.4% | +10.5% | 0.015% | |
8/11/2025 | Perennial Investment Advisors LLC | 25,082 | $1.72M | 0.2% | N/A | 0.016% | |
8/11/2025 | Diversified Portfolios Inc. | 474,627 | $32.53M | 3.1% | +13.6% | 0.298% | |
8/11/2025 | Slagle Financial LLC | 25,935 | $1.78M | 0.7% | N/A | 0.016% | |
8/8/2025 | Tortoise Investment Management LLC | 121,625 | $8.34M | 0.8% | +16.9% | 0.074% | |
8/8/2025 | Rockefeller Capital Management L.P. | 101,429 | $6.95M | 0.0% | +9.8% | 0.062% | |
8/8/2025 | Collaborative Wealth Managment Inc. | 72,244 | $4.95M | 2.2% | +15.5% | 0.044% | |
8/8/2025 | Avantax Advisory Services Inc. | 128,732 | $8.82M | 0.0% | +12.0% | 0.079% | |
8/8/2025 | Cetera Investment Advisers | 548,182 | $37.57M | 0.1% | +62.4% | 0.335% | |
8/8/2025 | Creative Planning | 1,040,450 | $71.31M | 0.1% | -6.2% | 0.635% | |
8/8/2025 | Truepoint Inc. | 484,782 | $33.23M | 0.8% | +21.1% | 0.296% | |
8/8/2025 | Foundations Investment Advisors LLC | 187,205 | $12.83M | 0.2% | +4.1% | 0.114% | |
Elon’s BIGGEST warning yet? (Ad) Tesla's About to Prove Everyone Wrong... Again
Back in 2018, when Jeff Brown told everyone to buy Tesla…
The "experts" said Elon was finished and Tesla was headed for bankruptcy.
Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough. Click here to see why Tesla's about to prove everyone wrong... again. |
8/8/2025 | Pacific Life Fund Advisors LLC | 23,304 | $1.60M | 0.2% | -52.9% | 0.014% | |
8/8/2025 | RAM Investment Partners LLC | 14,596 | $1M | 0.2% | +187.8% | 0.009% | |
8/8/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 13,101 | $898K | 0.2% | -2.0% | 0.008% | |
8/8/2025 | D Orazio & Associates Inc. | 91,659 | $6.28M | 0.9% | +164.6% | 0.056% | |
8/8/2025 | PNC Financial Services Group Inc. | 1,795,928 | $123.09M | 0.1% | +307.9% | 1.096% | |
8/8/2025 | Advyzon Investment Management LLC | 6,572 | $450K | 0.1% | N/A | 0.004% | |
8/8/2025 | VeraBank N.A. | 239,240 | $16.40M | 3.3% | +2.8% | 0.146% | |
8/7/2025 | Lakeridge Wealth Management LLC | 59,566 | $4.08M | 1.9% | +273.7% | 0.036% | |
8/7/2025 | CENTRAL TRUST Co | 26,016 | $1.78M | 0.0% | +45.4% | 0.016% | |
8/7/2025 | Nwam LLC | 19,290 | $1.34M | 0.1% | +14.6% | 0.012% | |