5/2/2025 | Wealthfront Advisers LLC | 34,773 | $1.28M | 0.0% | +21.7% | 0.199% | |
5/1/2025 | CWM LLC | 25,348 | $935K | 0.0% | +5.2% | 0.145% | |
5/1/2025 | Stegent Equity Advisors Inc. | 15,215 | $561K | 0.6% | N/A | 0.087% | |
4/30/2025 | Stratos Wealth Partners LTD. | 10,550 | $389K | 0.0% | -6.6% | 0.060% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 19,816 | $731K | 0.0% | +19.5% | 0.114% | |
4/29/2025 | Envestnet Asset Management Inc. | 137,126 | $5.06M | 0.0% | +2.0% | 0.786% | |
4/29/2025 | Capital Investment Advisory Services LLC | 5,900 | $218K | 0.0% | +36.7% | 0.034% | |
4/25/2025 | Mather Group LLC. | 1,395 | $51K | 0.0% | +34.8% | 0.008% | |
4/25/2025 | Sovran Advisors LLC | 19,766 | $715K | 0.1% | +9.5% | 0.113% | |
4/23/2025 | Western Wealth Management LLC | 16,150 | $596K | 0.0% | +3.7% | 0.093% | |
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4/23/2025 | Creative Financial Designs Inc. ADV | 2,076 | $77K | 0.0% | +1,976.0% | 0.012% | |
4/23/2025 | Golden State Wealth Management LLC | 1,056 | $39K | 0.0% | +100.0% | 0.006% | |
4/23/2025 | Eagle Strategies LLC | 57,234 | $2.11M | 0.4% | +61.1% | 0.328% | |
4/23/2025 | Oppenheimer & Co. Inc. | 31,297 | $1.15M | 0.0% | +73.9% | 0.179% | |
4/22/2025 | Advisor Resource Council | 13,164 | $467K | 0.0% | N/A | 0.075% | |
4/21/2025 | Roman Butler Fullerton & Co. | 7,653 | $278K | 0.1% | -30.0% | 0.043% | |
4/18/2025 | Halbert Hargrove Global Advisors LLC | 2,787 | $103K | 0.0% | N/A | 0.016% | |
4/17/2025 | Copia Wealth Management | 707 | $26K | 0.0% | -43.0% | 0.004% | |
4/17/2025 | Janney Montgomery Scott LLC | 82,883 | $3.06M | 0.0% | +48.0% | 0.462% | |
4/17/2025 | Columbus Macro LLC | 83,153 | $3.07M | 0.4% | +28.6% | 0.463% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 9,045 | $334K | 0.0% | -13.6% | 0.050% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 37,395 | $1.38M | 0.0% | -32.0% | 0.208% | |
4/16/2025 | Matauro LLC | 31,968 | $1.18M | 0.2% | +8.5% | 0.178% | |
4/15/2025 | Traction Financial Partners LLC | 15,021 | $554K | 0.4% | -29.9% | 0.084% | |
4/15/2025 | CX Institutional | 131,196 | $4.84M | 0.2% | -65.5% | 0.731% | |
4/14/2025 | Farther Finance Advisors LLC | 3,900 | $148K | 0.0% | +91.3% | 0.022% | |
4/9/2025 | Merit Financial Group LLC | 60,776 | $2.24M | 0.0% | -0.9% | 0.339% | |
4/9/2025 | Gradient Investments LLC | 295,653 | $10.90M | 0.2% | +9.9% | 1.647% | |
4/9/2025 | Fiduciary Alliance LLC | 7,104 | $262K | 0.0% | -9.4% | 0.040% | |
4/7/2025 | AdvisorNet Financial Inc | 2,527 | $93K | 0.0% | -53.5% | 0.014% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 55,027 | $2.38M | 0.0% | +37.6% | 0.301% | |
3/12/2025 | Centaurus Financial Inc. | 8,264 | $357K | 0.0% | N/A | 0.043% | |
3/10/2025 | Mattson Financial Services LLC | 40,217 | $1.74M | 0.5% | +30.2% | 0.209% | |
3/6/2025 | Copia Wealth Management | 1,240 | $54K | 0.1% | N/A | 0.006% | |
2/18/2025 | Vise Technologies Inc. | 24,329 | $1.05M | 0.1% | +25.8% | 0.120% | |
2/17/2025 | Visionary Wealth Advisors | 22,894 | $989K | 0.1% | -2.7% | 0.113% | |
2/17/2025 | Tidal Investments LLC | 81,278 | $3.51M | 0.0% | +252.6% | 0.400% | |
2/17/2025 | Millennium Management LLC | 6,284 | $271K | 0.0% | -55.5% | 0.031% | |
2/17/2025 | Kaizen Financial Strategies | 20,130 | $869K | 0.5% | -2.4% | 0.099% | |
2/17/2025 | Focus Partners Wealth | 5,805 | $251K | 0.0% | N/A | 0.029% | |
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 |
2/17/2025 | D. E. Shaw & Co. Inc. | 8,638 | $373K | 0.0% | N/A | 0.043% | |
2/17/2025 | Cetera Investment Advisers | 158,781 | $6.86M | 0.0% | +32.5% | 0.782% | |
2/17/2025 | BOKF NA | 784 | $35K | 0.0% | N/A | 0.004% | |
2/14/2025 | Eagle Strategies LLC | 35,517 | $1.53M | 0.3% | +1.8% | 0.175% | |
2/14/2025 | Comerica Bank | 3,061 | $132K | 0.0% | +53.1% | 0.015% | |
2/14/2025 | Betterment LLC | 4,820 | $208K | 0.0% | N/A | 0.024% | |
2/14/2025 | IHT Wealth Management LLC | 5,038 | $218K | 0.0% | -28.7% | 0.025% | |
2/14/2025 | Stifel Financial Corp | 12,191 | $527K | 0.0% | +113.1% | 0.060% | |
2/14/2025 | Tradition Wealth Management LLC | 4,854 | $210K | 0.0% | N/A | 0.024% | |
2/14/2025 | MML Investors Services LLC | 225,767 | $9.75M | 0.0% | -4.3% | 1.112% | |
2/13/2025 | NewEdge Advisors LLC | 29,526 | $1.28M | 0.0% | +392.3% | 0.145% | |
2/13/2025 | CreativeOne Wealth LLC | 7,223 | $312K | 0.0% | -9.7% | 0.036% | |
2/13/2025 | Mariner LLC | 30,868 | $1.33M | 0.0% | +18.8% | 0.152% | |
2/13/2025 | Integrity Financial Corp WA | 8,730 | $377K | 0.2% | -12.5% | 0.043% | |
2/13/2025 | Raymond James Financial Inc. | 32,061 | $1.39M | 0.0% | N/A | 0.158% | |
2/13/2025 | Renaissance Technologies LLC | 5,500 | $238K | 0.0% | N/A | 0.027% | |
2/13/2025 | Bank of Montreal Can | 1,876 | $81K | 0.0% | -57.9% | 0.009% | |
2/13/2025 | Envestnet Asset Management Inc. | 134,375 | $5.80M | 0.0% | +31.9% | 0.662% | |
2/13/2025 | Wells Fargo & Company MN | 304,554 | $13.15M | 0.0% | +101.7% | 1.500% | |
2/12/2025 | StoneX Group Inc. | 18,516 | $800K | 0.1% | -9.9% | 0.091% | |
2/12/2025 | National Bank of Canada FI | 7,871 | $340K | 0.0% | -20.4% | 0.039% | |
2/12/2025 | Maridea Wealth Management LLC | 5,248 | $227K | 0.1% | N/A | 0.026% | |
2/12/2025 | JPMorgan Chase & Co. | 17,075 | $737K | 0.0% | +18.6% | 0.084% | |
2/11/2025 | LPL Financial LLC | 752,730 | $32.51M | 0.0% | +17.3% | 3.708% | |
2/11/2025 | Sfmg LLC | 7,736 | $334K | 0.0% | -20.8% | 0.038% | |
2/11/2025 | Sei Investments Co. | 47,895 | $2.07M | 0.0% | -6.8% | 0.236% | |
2/11/2025 | Sandy Spring Bank | 1,895 | $82K | 0.0% | +42.4% | 0.009% | |
2/10/2025 | Arbor Capital Management Inc. ADV | 10,066 | $463K | 0.5% | +11.3% | 0.050% | |
2/10/2025 | Gerber LLC | 100,915 | $4.36M | 3.2% | -0.6% | 0.497% | |
2/10/2025 | Commonwealth Equity Services LLC | 428,081 | $18.49M | 0.0% | -10.1% | 2.109% | |
2/10/2025 | Farther Finance Advisors LLC | 2,039 | $88K | 0.0% | -75.7% | 0.010% | |
2/7/2025 | HighTower Advisors LLC | 129,664 | $5.60M | 0.0% | +18.7% | 0.639% | |
2/7/2025 | Wealthfront Advisers LLC | 98,008 | $4.23M | 0.0% | +401.0% | 0.483% | |
2/7/2025 | Independent Advisor Alliance | 5,199 | $225K | 0.0% | N/A | 0.026% | |
2/7/2025 | PNC Financial Services Group Inc. | 1,165 | $50K | 0.0% | -51.4% | 0.006% | |
2/7/2025 | Ashton Thomas Private Wealth LLC | 5,019 | $217K | 0.0% | N/A | 0.025% | |
2/6/2025 | Raymond James Financial Inc. | 32,061 | $1.39M | 0.0% | N/A | 0.158% | |
2/6/2025 | Synergy Investment Management LLC | 1,094 | $47K | 0.0% | N/A | 0.005% | |
2/5/2025 | Maia Wealth LLC | 4,833 | $218K | 0.0% | N/A | 0.024% | |
2/5/2025 | Wiser Advisor Group LLC | 5,868 | $253K | 0.4% | +10.8% | 0.029% | |
2/5/2025 | Private Trust Co. NA | 2,568 | $111K | 0.0% | +70.0% | 0.013% | |
2/5/2025 | Oppenheimer & Co. Inc. | 17,992 | $777K | 0.0% | N/A | 0.089% | |
2/5/2025 | Kovack Advisors Inc. | 4,978 | $215K | 0.0% | N/A | 0.025% | |
2/5/2025 | Nwam LLC | 82,799 | $3.58M | 0.2% | +1.3% | 0.408% | |
2/4/2025 | IFP Advisors Inc | 49,616 | $2.14M | 0.1% | +1,164.4% | 0.244% | |
2/3/2025 | Matauro LLC | 29,466 | $1.27M | 0.3% | N/A | 0.145% | |
2/3/2025 | Florin Court Capital LLP | 37,730 | $1.63M | 1.7% | +7.1% | 0.186% | |
2/3/2025 | Private Advisor Group LLC | 6,013 | $260K | 0.0% | -15.4% | 0.030% | |
2/3/2025 | Laidlaw Wealth Management LLC | 16,857 | $728K | 0.3% | -8.4% | 0.083% | |
1/31/2025 | Global Retirement Partners LLC | 940 | $41K | 0.0% | +40.7% | 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 |
1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 73,782 | $3.19M | 0.1% | +40.7% | 0.363% | |
1/31/2025 | Traction Financial Partners LLC | 21,437 | $926K | 0.7% | +3.5% | 0.106% | |
1/31/2025 | Atria Wealth Solutions Inc. | 24,737 | $1.07M | 0.0% | +7.8% | 0.122% | |
1/31/2025 | Venturi Wealth Management LLC | 3,747 | $162K | 0.0% | +2,449.0% | 0.018% | |
1/31/2025 | Truist Financial Corp | 5,978 | $258K | 0.0% | -6.9% | 0.029% | |
1/31/2025 | NTV Asset Management LLC | 25,886 | $1.12M | 0.1% | -5.1% | 0.128% | |
1/31/2025 | J.W. Cole Advisors Inc. | 4,860 | $210K | 0.0% | N/A | 0.024% | |
1/30/2025 | Allworth Financial LP | 2,909 | $126K | 0.0% | +34.9% | 0.014% | |
1/30/2025 | Strategic Financial Concepts LLC | 6,213 | $268K | 0.0% | N/A | 0.031% | |
1/30/2025 | Nations Financial Group Inc. IA ADV | 8,971 | $387K | 0.0% | +2.7% | 0.044% | |