8/4/2025 | Bridgewealth Advisory Group LLC | 359,069 | $8.08M | 2.1% | +542.3% | 0.155% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 8,451 | $190K | 0.0% | +9.4% | 0.004% | |
8/4/2025 | IFG Advisory LLC | 66,799 | $1.50M | 0.1% | +46.5% | 0.029% | |
8/4/2025 | Atria Investments Inc | 18,137 | $408K | 0.0% | -22.4% | 0.008% | |
8/4/2025 | Assetmark Inc. | 9,837 | $221K | 0.0% | N/A | 0.004% | |
8/4/2025 | Arkadios Wealth Advisors | 23,717 | $534K | 0.0% | +5.7% | 0.010% | |
8/4/2025 | World Investment Advisors | 44,194 | $994K | 0.0% | +5.7% | 0.019% | |
8/4/2025 | WNY Asset Management LLC | 4,048,556 | $91.09M | 10.0% | +0.7% | 1.745% | |
8/1/2025 | Advisory Alpha LLC | 38,036 | $856K | 0.0% | -20.4% | 0.016% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 340,967 | $7.67M | 0.3% | +31.9% | 0.147% | |
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8/1/2025 | Envestnet Asset Management Inc. | 7,601,504 | $171.03M | 0.0% | +44.8% | 3.276% | |
7/31/2025 | Richards Merrill & Peterson Inc. | 54,651 | $1.23M | 0.6% | +33.2% | 0.024% | |
7/31/2025 | Ground Swell Capital LLC | 26,425 | $595K | 0.9% | N/A | 0.011% | |
7/31/2025 | Moloney Securities Asset Management LLC | 81,153 | $1.83M | 0.2% | -8.5% | 0.035% | |
7/30/2025 | Bleakley Financial Group LLC | 20,204 | $455K | 0.0% | -9.1% | 0.009% | |
7/30/2025 | Strategic Blueprint LLC | 11,289 | $254K | 0.0% | N/A | 0.005% | |
7/30/2025 | Greatmark Investment Partners Inc. | 107,480 | $2.42M | 0.3% | +17.8% | 0.046% | |
7/30/2025 | Brookstone Capital Management | 20,740 | $467K | 0.0% | +66.9% | 0.009% | |
7/30/2025 | Studio Investment Management LLC | 193,308 | $4.35M | 0.9% | +1.9% | 0.083% | |
7/30/2025 | D.A. Davidson & CO. | 741,373 | $16.68M | 0.1% | +6.7% | 0.320% | |
7/30/2025 | Cullen Frost Bankers Inc. | 87,190 | $1.96M | 0.0% | +37.3% | 0.038% | |
7/30/2025 | Smith Thornton Advisors LLC | 220,283 | $4.96M | 2.8% | +0.4% | 0.095% | |
7/30/2025 | Financial Perspectives Inc | 8,255 | $186K | 0.1% | +10.7% | 0.004% | |
7/30/2025 | WBH Advisory Inc. | 429,060 | $9.65M | 0.8% | +3.8% | 0.185% | |
7/29/2025 | Stephens Inc. AR | 404,483 | $9.10M | 0.1% | N/A | 0.174% | |
7/29/2025 | Balboa Wealth Partners | 12,661 | $285K | 0.1% | N/A | 0.005% | |
7/29/2025 | Burford Brothers Inc. | 10,767 | $242K | 0.1% | -5.0% | 0.005% | |
7/29/2025 | Koshinski Asset Management Inc. | 32,687 | $735K | 0.1% | +17.5% | 0.014% | |
7/29/2025 | Stratos Wealth Partners LTD. | 30,871 | $695K | 0.0% | N/A | 0.013% | |
7/29/2025 | Private Trust Co. NA | 15,488 | $348K | 0.0% | -13.4% | 0.007% | |
7/29/2025 | Clearview Wealth Advisors LLC | 549,551 | $12.37M | 8.6% | +3.2% | 0.237% | |
7/28/2025 | EQ Wealth Advisors LLC | 38,332 | $862K | 0.6% | +31.9% | 0.017% | |
7/28/2025 | Mutual Advisors LLC | 482,686 | $10.84M | 0.3% | -1.6% | 0.208% | |
7/28/2025 | Harbour Investments Inc. | 1,967,746 | $44.27M | 1.1% | -7.8% | 0.848% | |
7/28/2025 | RFG Advisory LLC | 28,126 | $633K | 0.0% | +7.7% | 0.012% | |
7/25/2025 | Priebe Wealth Holdings LLC | 80,988 | $1.82M | 1.6% | +39.2% | 0.035% | |
7/25/2025 | Atria Wealth Solutions Inc. | 292,485 | $6.57M | 0.1% | -17.8% | 0.126% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 29,837 | $671K | 0.0% | -46.7% | 0.013% | |
7/25/2025 | Landmark Wealth Management LLC | 236,887 | $5.33M | 2.3% | -1.7% | 0.102% | |
7/25/2025 | CWM LLC | 14,782 | $333K | 0.0% | +296.3% | 0.006% | |
Alex’s “Next Magnificent Seven” stocks (Ad) The original “Magnificent Seven” turned $7K into $1.18 million.
Now, Alex Green has identified AI’s Next Magnificent Seven—seven stocks he believes could deliver similar gains in under six years. His full breakdown is now live. Watch the “Next Magnificent Seven” presentation here |
7/25/2025 | Concurrent Investment Advisors LLC | 382,594 | $8.61M | 0.2% | +6.2% | 0.165% | |
7/24/2025 | FinDec Wealth Services Inc. | 741,825 | $16.69M | 17.5% | +0.9% | 0.320% | |
7/24/2025 | Endeavor Private Wealth Inc. | 99,251 | $2.23M | 1.1% | +29.8% | 0.043% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 75,374 | $1.70M | 0.1% | +2.9% | 0.032% | |
7/24/2025 | NavPoint Financial Inc. | 559,271 | $12.58M | 7.6% | +44.5% | 0.241% | |
7/24/2025 | Stonebridge Financial Group LLC | 1,637,195 | $36.84M | 3.6% | +50.8% | 0.706% | |
7/24/2025 | IFP Advisors Inc | 119,937 | $2.70M | 0.1% | +16.8% | 0.052% | |
7/23/2025 | Valmark Advisers Inc. | 393,014 | $8.84M | 0.1% | +29.2% | 0.170% | |
7/22/2025 | Belpointe Asset Management LLC | 135,816 | $3.06M | 0.1% | +2.6% | 0.059% | |
7/22/2025 | Confluence Wealth Services Inc. | 1,236,582 | $27.82M | 1.5% | +5.3% | 0.534% | |
7/22/2025 | DAVENPORT & Co LLC | 107,741 | $2.42M | 0.0% | +1.0% | 0.047% | |
7/22/2025 | Merit Financial Group LLC | 191,658 | $4.31M | 0.0% | +44.1% | 0.083% | |
7/22/2025 | Olistico Wealth LLC | 6,440 | $145K | 0.1% | +20.5% | 0.003% | |
7/22/2025 | Wealthcare Capital Partners LLC | 24,676 | $555K | 0.3% | +77.9% | 0.011% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 437,070 | $9.83M | 0.2% | +14.5% | 0.189% | |
7/22/2025 | Oak Hill Wealth Advisors LLC | 30,667 | $685K | 0.1% | N/A | 0.013% | |
7/21/2025 | Ameritas Advisory Services LLC | 35,690 | $803K | 0.0% | -33.2% | 0.015% | |
7/21/2025 | Capital Planning LLC | 28,254 | $636K | 0.2% | -73.0% | 0.012% | |
7/21/2025 | Investment Planning Advisors Inc. | 841,368 | $18.93M | 6.7% | -2.8% | 0.363% | |
7/18/2025 | Vicus Capital | 17,446 | $393K | 0.0% | +34.4% | 0.008% | |
7/18/2025 | Truist Financial Corp | 345,341 | $7.77M | 0.0% | +131.1% | 0.149% | |
7/17/2025 | Sterling Investment Advisors Ltd. | 14,175 | $319K | 0.1% | +18.4% | 0.006% | |
7/17/2025 | Janney Montgomery Scott LLC | 2,871,186 | $64.60M | 0.2% | +7.8% | 1.243% | |
7/17/2025 | Greenbush Financial Group LLC | 357,203 | $8.04M | 3.5% | +7.5% | 0.155% | |
7/17/2025 | Johnson Bixby & Associates LLC | 5,631,675 | $126.71M | 17.4% | +1.7% | 2.439% | |
7/16/2025 | Midwest Heritage Bank FSB | 1,010,208 | $22.73M | 8.6% | +2.9% | 0.437% | |
7/16/2025 | ORG Partners LLC | 13,118 | $295K | 0.1% | +491.7% | 0.006% | |
7/16/2025 | ST Germain D J Co. Inc. | 1,082,767 | $24.36M | 1.0% | -2.9% | 0.469% | |
7/16/2025 | Swisher Financial Concepts Inc. | 258,879 | $5.83M | 3.8% | +1.0% | 0.112% | |
7/16/2025 | Magnus Financial Group LLC | 74,190 | $1.67M | 0.1% | +10.0% | 0.032% | |
7/15/2025 | Hartmann Taylor Wealth Management LLC | 19,400 | $436K | 0.4% | +70.2% | 0.008% | |
7/14/2025 | AdvisorNet Financial Inc | 97,742 | $2.20M | 0.1% | -5.7% | 0.042% | |
7/14/2025 | McGlone Suttner Wealth Management Inc. | 1,302,354 | $29.30M | 4.4% | +3.7% | 0.560% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 23,241 | $523K | 0.0% | +13.0% | 0.010% | |
7/14/2025 | Main Line Retirement Advisors LLC | 799,723 | $17.99M | 10.2% | -2.0% | 0.344% | |
7/11/2025 | Trinity Wealth Management LLC | 55,056 | $1.24M | 0.5% | +118.3% | 0.024% | |
7/11/2025 | Farther Finance Advisors LLC | 20,011 | $450K | 0.0% | N/A | 0.009% | |
7/11/2025 | Silver Oak Securities Incorporated | 22,311 | $502K | 0.0% | +9.2% | 0.010% | |
7/11/2025 | AA Financial Advisors LLC | 747,854 | $16.83M | 3.6% | -0.7% | 0.324% | |
7/11/2025 | LongView Wealth Management | 92,896 | $2.09M | 0.6% | +6.8% | 0.040% | |
7/10/2025 | Fortress Wealth Management Inc. | 44,486 | $1.00M | 0.5% | -6.2% | 0.019% | |
7/10/2025 | Affiance Financial LLC | 170,480 | $3.84M | 0.8% | +7.0% | 0.074% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 1,555,988 | $34.93M | 0.1% | +0.2% | 0.673% | |
7/10/2025 | KMG Fiduciary Partners LLC | 73,022 | $1.64M | 0.1% | +5.2% | 0.032% | |
7/10/2025 | Sovran Advisors LLC | 462,510 | $10.34M | 1.1% | +76.9% | 0.200% | |
7/10/2025 | Financial Management Network Inc. | 96,143 | $2.16M | 0.4% | +24.6% | 0.042% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 101,908 | $2.29M | 0.1% | +12.5% | 0.044% | |
7/9/2025 | Breakwater Capital Group | 13,299 | $299K | 0.0% | +5.0% | 0.006% | |
7/9/2025 | Fiduciary Alliance LLC | 69,337 | $1.56M | 0.1% | N/A | 0.030% | |
7/8/2025 | IAM Advisory LLC | 1,200,730 | $27.02M | 6.5% | +3.2% | 0.520% | |
Alex’s “Next Magnificent Seven” stocks (Ad) The original “Magnificent Seven” turned $7K into $1.18 million.
Now, Alex Green has identified AI’s Next Magnificent Seven—seven stocks he believes could deliver similar gains in under six years. His full breakdown is now live. Watch the “Next Magnificent Seven” presentation here |
7/8/2025 | Adamsbrown Wealth Consultants LLC | 1,261,494 | $28.38M | 8.2% | +3.6% | 0.549% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 4,490 | $101K | 0.0% | +190.2% | 0.002% | |
7/7/2025 | Peterson Wealth Advisors LLC | 18,835 | $424K | 0.1% | -2.6% | 0.008% | |
7/3/2025 | TrueWealth Advisors LLC | 40,298 | $907K | 0.3% | -6.0% | 0.018% | |
7/1/2025 | Kera Capital Partners Inc. | 245,081 | $5.51M | 1.1% | -1.8% | 0.107% | |
6/27/2025 | Goldman Sachs Group Inc. | 129,356 | $2.90M | 0.0% | N/A | 0.057% | |
5/21/2025 | Main Line Retirement Advisors LLC | 816,249 | $18.33M | 11.9% | +2.6% | 0.378% | |
5/21/2025 | Geneos Wealth Management Inc. | 237,229 | $5.33M | 0.2% | +25.0% | 0.110% | |
5/20/2025 | Belpointe Asset Management LLC | 132,366 | $2.97M | 0.2% | +3.4% | 0.061% | |
5/20/2025 | Focus Partners Wealth | 13,927 | $313K | 0.0% | N/A | 0.006% | |