| 6/3/2026 | NewEdge Advisors LLC | 445,626 | $19.99M | 0.1% | +7.4% | 0.293% | |
| 6/1/2026 | Foguth Wealth Management LLC. | 262,887 | $12.16M | 1.5% | +121.7% | 0.173% | |
| 5/27/2026 | Capasso Planning Partners LLC | 11,014 | $494K | 0.3% | -2.7% | 0.007% | |
| 5/20/2026 | Arete Wealth Advisors LLC | 19,144 | $857K | 0.1% | +47.5% | 0.013% | |
| 5/19/2026 | Royal Fund Management LLC | 6,056 | $272K | 0.0% | +13.5% | 0.004% | |
| 5/19/2026 | Bank of America Corp DE | 510,646 | $22.90M | 0.0% | +24.0% | 0.336% | |
| 5/19/2026 | Financial Insights Inc. | 74,920 | $3.36M | 1.1% | +5.8% | 0.049% | |
| 5/19/2026 | Cassady Wealth & Retirement Planning LLC | 105,672 | $4.84M | 2.4% | +29.8% | 0.070% | |
| 5/19/2026 | Centaurus Financial Inc. | 5,485 | $246K | 0.0% | +133.8% | 0.004% | |
| 5/19/2026 | Arkadios Wealth Advisors | 24,540 | $1.10M | 0.0% | +25.0% | 0.016% | |
Do NOT Buy SpaceX – Do This Instead (Ad) SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors.
Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now. Read Tilson's free analysis and find out what to do with your money |
| 5/18/2026 | EverSource Wealth Advisors LLC | 153,620 | $6.89M | 0.2% | +105.5% | 0.101% | |
| 5/18/2026 | Royal Bank of Canada | 1,779,901 | $79.83M | 0.0% | +4.6% | 1.171% | |
| 5/18/2026 | Reliant Wealth Planning | 1,058,336 | $47.47M | 14.3% | +4.0% | 0.697% | |
| 5/16/2026 | Quantinno Capital Management LP | 6,461 | $290K | 0.0% | N/A | 0.004% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 42,516 | $1.91M | 0.1% | +83.7% | 0.028% | |
| 5/14/2026 | Renaissance Technologies LLC | 28,800 | $1.29M | 0.0% | +245.7% | 0.019% | |
| 5/14/2026 | Hilltop Holdings Inc. | 25,593 | $1.15M | 0.1% | N/A | 0.017% | |
| 5/14/2026 | Modern Wealth Management LLC | 184,120 | $8.27M | 0.1% | -32.0% | 0.121% | |
| 5/14/2026 | Lido Advisors LLC | 17,898 | $803K | 0.0% | -14.5% | 0.012% | |
| 5/13/2026 | Cetera Investment Advisers | 1,057,026 | $47.41M | 0.1% | +11.5% | 0.696% | |
| 5/13/2026 | Clearwater Capital Advisors LLC | 9,383 | $421K | 0.0% | N/A | 0.006% | |
| 5/7/2026 | Carson Advisory Inc. | 23,623 | $1.06M | 0.5% | +1.7% | 0.016% | |
| 5/7/2026 | Liberty Square Wealth Partners LLC | 56,869 | $2.55M | 0.7% | +10.1% | 0.037% | |
| 5/6/2026 | Clifford Swan Investment Counsel LLC | 8,700 | $390K | 0.0% | N/A | 0.006% | |
| 5/6/2026 | MTM Investment Management LLC | 187,715 | $8.42M | 2.7% | +6.3% | 0.124% | |
| 5/6/2026 | Ranch Capital Advisors Inc. | 94,996 | $4.26M | 1.5% | +3.6% | 0.063% | |
| 5/6/2026 | SteelPeak Wealth LLC | 7,065 | $317K | 0.0% | -52.5% | 0.005% | |
| 5/6/2026 | Independent Financial Group LLC | 24,517 | $1.10M | 0.0% | N/A | 0.016% | |
| 5/5/2026 | Noesis Capital Mangement Corp | 72,061 | $3.23M | 0.5% | +0.8% | 0.047% | |
| 5/5/2026 | Wealthfront Advisers LLC | 42,284 | $1.90M | 0.0% | +52.0% | 0.028% | |
| 5/5/2026 | Bank of New York Mellon Corp | 362,731 | $16.27M | 0.0% | +42.0% | 0.239% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 11,630 | $522K | 0.0% | +678.4% | 0.008% | |
| 5/5/2026 | BlueChip Wealth Advisors LLC | 54,477 | $2.44M | 1.1% | -49.8% | 0.036% | |
| 5/5/2026 | Sigma Planning Corp | 39,854 | $1.79M | 0.0% | +13.4% | 0.026% | |
| 5/5/2026 | Cornerstone Advisory LLC | 4,503 | $202K | 0.0% | N/A | 0.003% | |
| 5/4/2026 | Retirement Planning Group LLC | 3,180,704 | $142.66M | 4.4% | +9.9% | 2.093% | |
| 5/4/2026 | NBZ Investment Advisors LLC | 528,700 | $23.71M | 10.4% | +2.9% | 0.348% | |
| 5/4/2026 | Illumine Investment Management LLC | 18,600 | $834K | 0.6% | +44.8% | 0.012% | |
| 5/4/2026 | HBW Advisory Services LLC | 16,170 | $725K | 0.1% | -18.1% | 0.011% | |
| 5/4/2026 | Hibernia Wealth Partners LLC | 870,390 | $39.04M | 11.5% | +3.6% | 0.573% | |
Do NOT Buy SpaceX – Do This Instead (Ad) SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors.
Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now. Read Tilson's free analysis and find out what to do with your money |
| 5/2/2026 | CAP Partners LLC | 36,113 | $1.62M | 0.9% | -2.9% | 0.024% | |
| 5/1/2026 | Midwest Trust Co | 43,834 | $1.97M | 0.0% | -2.4% | 0.029% | |
| 5/1/2026 | Fifth Third Bancorp | 65,269 | $2.93M | 0.0% | +1,096.3% | 0.043% | |
| 5/1/2026 | Sachetta LLC | 21,338 | $957K | 0.5% | +1.2% | 0.014% | |
| 5/1/2026 | WealthShield Partners LLC | 10,563 | $474K | 0.1% | +22.7% | 0.007% | |
| 5/1/2026 | Farrow Financial Inc. | 114,277 | $5.13M | 2.9% | +1.2% | 0.076% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 710,559 | $31.87M | 0.2% | -5.7% | 0.470% | |
| 4/30/2026 | Kestra Advisory Services LLC | 24,001 | $1.08M | 0.0% | +12.9% | 0.016% | |
| 4/30/2026 | Money Concepts Capital Corp | 7,209 | $323K | 0.0% | +3.8% | 0.005% | |
| 4/30/2026 | Atlas Wealth Partners LLC | 5,148 | $231K | 0.2% | N/A | 0.003% | |
| 4/28/2026 | Ascentis Independent Advisors | 99,253 | $4.45M | 0.3% | +7.3% | 0.066% | |
| 4/28/2026 | Stephens Inc. AR | 79,237 | $3.55M | 0.0% | +155.1% | 0.053% | |
| 4/28/2026 | NBT Bank N A NY | 22,604 | $1.01M | 0.1% | +3.4% | 0.015% | |
| 4/27/2026 | Moran Wealth Management LLC | 137,622 | $6.17M | 0.2% | +52.7% | 0.092% | |
| 4/27/2026 | Altus Wealth Group LLC | 293,519 | $13.16M | 5.4% | +72.0% | 0.196% | |
| 4/27/2026 | Sierra Ocean LLC | 128,069 | $5.74M | 4.7% | +2.3% | 0.085% | |
| 4/27/2026 | PFG Investments LLC | 11,447 | $513K | 0.0% | -7.5% | 0.008% | |
| 4/27/2026 | Baer Investment Advisory LLC | 111,868 | $5.02M | 0.6% | N/A | 0.075% | |
| 4/27/2026 | World Investment Advisors | 45,954 | $2.06M | 0.0% | +16.3% | 0.031% | |
| 4/27/2026 | Carter Financial Group INC. | 179,981 | $8.07M | 5.0% | -1.1% | 0.120% | |
| 4/27/2026 | Private Advisor Group LLC | 660,102 | $29.61M | 0.1% | -0.3% | 0.440% | |
| 4/27/2026 | Sound Income Strategies LLC | 4,027 | $181K | 0.0% | N/A | 0.003% | |
| 4/25/2026 | Northwest Financial Advisors | 44,071 | $1.98M | 3.8% | +0.8% | 0.029% | |
| 4/24/2026 | Barnes Pettey Financial Advisors LLC | 149,871 | $6.72M | 2.9% | +11.6% | 0.100% | |
| 4/24/2026 | Semus Wealth Partners LLC | 31,932 | $1.43M | 0.8% | +0.9% | 0.021% | |
| 4/24/2026 | DeLarme Wealth Management Inc. | 28,391 | $1.27M | 0.8% | -7.6% | 0.019% | |
| 4/23/2026 | Caliber Wealth Management LLC KS | 40,731 | $1.83M | 0.2% | -17.2% | 0.027% | |
| 4/23/2026 | OakTrust Wealth Advisors LLC | 95,172 | $4.27M | 3.9% | +10.8% | 0.063% | |
| 4/23/2026 | Intrua Financial LLC | 6,098 | $273K | 0.0% | N/A | 0.004% | |
| 4/23/2026 | Wiser Advisor Group LLC | 14,736 | $661K | 0.8% | +2.9% | 0.010% | |
| 4/23/2026 | Pasadena Private Wealth LLC | 49,546 | $2.22M | 0.3% | +59.4% | 0.033% | |
| 4/23/2026 | Riverbend Wealth Management LLC | 7,935 | $356K | 0.2% | +6.0% | 0.005% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 34,064 | $1.53M | 0.1% | +117.2% | 0.023% | |
| 4/22/2026 | Trilogy Capital Inc. | 145,520 | $6.53M | 0.3% | +1.8% | 0.098% | |
| 4/22/2026 | Harbor Asset Planning Inc. | 50,071 | $2.25M | 1.9% | +2.9% | 0.034% | |
| 4/22/2026 | Welch Financial Planning LLC | 78,891 | $3.54M | 2.5% | +3.5% | 0.053% | |
| 4/22/2026 | Mayfair Advisory Group LLC | 14,515 | $651K | 0.2% | +31.9% | 0.010% | |
| 4/21/2026 | Laurel Oak Wealth Management LLC | 228,339 | $10.24M | 1.7% | +106.7% | 0.153% | |
| 4/21/2026 | HF Advisory Group LLC | 11,764 | $528K | 0.2% | -5.7% | 0.008% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 16,203 | $727K | 0.1% | +5.4% | 0.011% | |
| 4/21/2026 | Fiduciary Alliance LLC | 5,446 | $249K | 0.0% | N/A | 0.004% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 197,457 | $8.86M | 0.1% | -8.2% | 0.133% | |
| 4/20/2026 | Blue Trust Inc. | 2,652 | $119K | 0.0% | +1,295.8% | 0.002% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 36,898 | $1.66M | 0.1% | +35.2% | 0.025% | |
| 4/17/2026 | Sovereign Financial Group Inc. | 4,598 | $206K | 0.0% | N/A | 0.003% | |
| 4/17/2026 | Discipline Wealth Solutions LLC | 4,618 | $207K | 0.0% | -37.0% | 0.003% | |
| 4/17/2026 | Clear Trail Advisors LLC | 399,141 | $17.90M | 3.0% | +8.4% | 0.268% | |
| 4/17/2026 | High Net Worth Advisory Group LLC | 8,679 | $389K | 0.1% | +3.4% | 0.006% | |
| 4/17/2026 | CPC Advisors LLC | 1,225,470 | $54.96M | 8.9% | +99.1% | 0.823% | |
| 4/17/2026 | Brookstone Capital Management | 40,273 | $1.81M | 0.0% | +7.0% | 0.027% | |
Do NOT Buy SpaceX – Do This Instead (Ad) SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors.
Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now. Read Tilson's free analysis and find out what to do with your money |
| 4/16/2026 | CWC Advisors LLC. | 27,256 | $1.22M | 0.6% | +2.8% | 0.018% | |
| 4/16/2026 | Sheets Smith Wealth Management | 4,674 | $210K | 0.0% | N/A | 0.003% | |
| 4/16/2026 | Financial Designs Corp | 300,884 | $13.50M | 7.5% | -0.6% | 0.202% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 149,051 | $6.69M | 0.3% | +5.2% | 0.100% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 139,257 | $6.20M | 0.0% | +38.7% | 0.103% | |
| 3/13/2026 | World Investment Advisors | 39,519 | $1.76M | 0.0% | +25.2% | 0.029% | |
| 3/9/2026 | Corient Private Wealth LLC | 10,779 | $480K | 0.0% | N/A | 0.008% | |
| 3/6/2026 | Redwood Family Wealth LLC | 37,637 | $1.68M | 1.6% | N/A | 0.028% | |
| 3/2/2026 | NCM Capital Management LLC | 276,413 | $12.30M | 4.6% | -2.1% | 0.203% | |
| 2/27/2026 | OakTrust Wealth Advisors LLC | 85,859 | $3.82M | 3.5% | N/A | 0.063% | |