5/2/2025 | Montis Financial LLC | 194,215 | $4.96M | 1.5% | +37.8% | 0.212% | |
5/2/2025 | Concord Wealth Partners | 51,838 | $1.32M | 0.2% | -46.1% | 0.056% | |
5/2/2025 | Concord Asset Management LLC VA | 17,418 | $442K | 0.1% | -32.8% | 0.019% | |
5/2/2025 | Wealthfront Advisers LLC | 1,829,550 | $46.75M | 0.1% | +10.7% | 1.994% | |
5/2/2025 | Prevail Innovative Wealth Advisors LLC | 30,975 | $791K | 0.2% | +54.2% | 0.034% | |
5/2/2025 | Bogart Wealth LLC | 1,179 | $30K | 0.0% | N/A | 0.001% | |
5/2/2025 | Sigma Planning Corp | 29,422 | $752K | 0.0% | -3.0% | 0.032% | |
5/1/2025 | Smith Thornton Advisors LLC | 118,361 | $3.02M | 1.9% | +66.9% | 0.129% | |
5/1/2025 | Iron Horse Wealth Management LLC | 3,000 | $77K | 0.0% | +500.0% | 0.003% | |
5/1/2025 | High Note Wealth LLC | 171,841 | $4.39M | 1.1% | -31.0% | 0.187% | |
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5/1/2025 | Family Firm Inc. | 317,672 | $8.12M | 1.8% | -23.6% | 0.346% | |
4/30/2025 | Allworth Financial LP | 1,055 | $27K | 0.0% | +308.9% | 0.001% | |
4/30/2025 | Moloney Securities Asset Management LLC | 20,609 | $527K | 0.1% | +18.9% | 0.022% | |
4/30/2025 | Ramiah Investment Group | 1,746,220 | $44.62M | 48.7% | N/A | 1.903% | |
4/30/2025 | Twelve Points Wealth Management LLC | 460,292 | $11.76M | 3.2% | +1.8% | 0.502% | |
4/30/2025 | AlphaStar Capital Management LLC | 207,543 | $5.30M | 0.6% | +31.8% | 0.226% | |
4/29/2025 | Liberty Square Wealth Partners LLC | 47,492 | $1.21M | 0.5% | -2.5% | 0.052% | |
4/29/2025 | Envestnet Asset Management Inc. | 691,005 | $17.66M | 0.0% | +10.3% | 0.753% | |
4/29/2025 | World Investment Advisors | 33,945 | $867K | 0.0% | N/A | 0.037% | |
4/29/2025 | Capital Investment Advisory Services LLC | 1,414 | $36K | 0.0% | N/A | 0.002% | |
4/29/2025 | Hartline Investment Corp | 44,100 | $1.13M | 0.1% | N/A | 0.048% | |
4/29/2025 | Silver Oak Securities Incorporated | 27,907 | $713K | 0.1% | N/A | 0.030% | |
4/28/2025 | Strategic Financial Concepts LLC | 480,258 | $12.27M | 2.3% | +4.7% | 0.523% | |
4/28/2025 | Redmont Wealth Advisors LLC | 22,562 | $576K | 1.1% | N/A | 0.025% | |
4/25/2025 | Deseret Mutual Benefit Administrators | 591,355 | $15.11M | 7.5% | -16.0% | 0.625% | |
4/25/2025 | Koshinski Asset Management Inc. | 20,140 | $515K | 0.0% | N/A | 0.021% | |
4/25/2025 | WASHINGTON TRUST Co | 1,960 | $50K | 0.0% | N/A | 0.002% | |
4/25/2025 | Northwest Wealth Management LLC | 19,646 | $502K | 0.1% | -20.5% | 0.021% | |
4/25/2025 | Sovran Advisors LLC | 80,685 | $2.04M | 0.3% | -45.5% | 0.085% | |
4/25/2025 | Colonial River Investments LLC | 11,929 | $305K | 0.2% | -41.1% | 0.013% | |
4/24/2025 | CWC Advisors LLC. | 259,199 | $6.62M | 3.8% | N/A | 0.274% | |
4/23/2025 | Western Wealth Management LLC | 40,945 | $1.05M | 0.1% | +1.6% | 0.043% | |
4/23/2025 | Perigon Wealth Management LLC | 49,037 | $1.25M | 0.0% | -33.5% | 0.052% | |
4/23/2025 | White Pine Investment CO | 369,532 | $9.44M | 2.5% | +6.5% | 0.390% | |
4/23/2025 | Keudell Morrison Wealth Management | 1,189,488 | $30.39M | 7.2% | N/A | 1.257% | |
4/23/2025 | Systelligence LLC | 333,528 | $8.52M | 2.0% | -26.2% | 0.352% | |
4/23/2025 | Oppenheimer & Co. Inc. | 49,873 | $1.27M | 0.0% | +41.2% | 0.053% | |
4/22/2025 | Consolidated Planning Corp | 183,292 | $4.68M | 0.6% | +2.9% | 0.194% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 548,810 | $14.02M | 0.0% | +6.8% | 0.580% | |
4/22/2025 | Bright Futures Wealth Management LLC. | 114,479 | $2.90M | 3.1% | -5.9% | 0.121% | |
Elon Musk is all in on these robots … (Ad) Robots — built by Nvidia.
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4/21/2025 | Meriwether Wealth & Planning LLC | 38,456 | $983K | 0.6% | -16.8% | 0.041% | |
4/21/2025 | Blue Trust Inc. | 25,735 | $658K | 0.0% | N/A | 0.027% | |
4/18/2025 | Optivise Advisory Services LLC | 48,135 | $1.23M | 0.7% | +38.8% | 0.051% | |
4/18/2025 | Insigneo Advisory Services LLC | 68,017 | $1.74M | 0.2% | +160.0% | 0.072% | |
4/18/2025 | Demars Financial Group LLC | 12,550,406 | $320.66M | 1.0% | +132.0% | 13.260% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 318,722 | $8.14M | 0.3% | -43.0% | 0.337% | |
4/17/2025 | Janney Montgomery Scott LLC | 23,933 | $612K | 0.0% | +12.6% | 0.025% | |
4/17/2025 | North Star Investment Management Corp. | 64,621 | $1.65M | 0.1% | -1.5% | 0.068% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 56,029 | $1.43M | 0.0% | N/A | 0.059% | |
4/16/2025 | Opal Wealth Advisors LLC | 64,379 | $1.65M | 0.5% | +9.2% | 0.068% | |
4/16/2025 | Marshall Financial Group LLC | 28,556 | $730K | 0.2% | -6.5% | 0.030% | |
4/16/2025 | Bensler LLC | 424,552 | $10.85M | 1.4% | -8.9% | 0.449% | |
4/15/2025 | Transform Wealth LLC | 467,309 | $11.94M | 0.7% | N/A | 0.494% | |
4/15/2025 | Donaldson Capital Management LLC | 25,159 | $643K | 0.0% | N/A | 0.027% | |
4/15/2025 | Redhawk Wealth Advisors Inc. | 64,594 | $1.65M | 0.2% | +13.2% | 0.068% | |
4/15/2025 | Integrated Advisors Network LLC | 15,690 | $401K | 0.0% | +30.8% | 0.017% | |
4/15/2025 | Parsons Capital Management Inc. RI | 365,661 | $9.34M | 0.5% | +43.9% | 0.386% | |
4/14/2025 | Farther Finance Advisors LLC | 56,266 | $1.43M | 0.0% | +165.1% | 0.059% | |
4/14/2025 | Destiny Wealth Partners LLC | 80,608 | $2.06M | 0.3% | +1.2% | 0.085% | |
4/14/2025 | Park Avenue Securities LLC | 14,105 | $360K | 0.0% | +77.1% | 0.015% | |
4/14/2025 | City Center Advisors LLC | 24,610 | $629K | 0.7% | +9.7% | 0.026% | |
4/10/2025 | Sugar Maple Asset Management LLC | 9,256 | $236K | 0.2% | -53.5% | 0.010% | |
4/10/2025 | Matrix Trust Co | 64,895 | $1.66M | 0.3% | N/A | 0.069% | |
4/9/2025 | Capital Asset Advisory Services LLC | 8,850 | $225K | 0.0% | N/A | 0.009% | |
4/9/2025 | Milestone Asset Management LLC | 1,243,495 | $31.77M | 6.8% | +1,321.0% | 1.314% | |
4/9/2025 | Moller Wealth Partners | 30,657 | $783K | 0.2% | +49.5% | 0.032% | |
4/9/2025 | Mirador Capital Partners LP | 22,710 | $580K | 0.1% | +4.6% | 0.024% | |
4/8/2025 | Andrew Hill Investment Advisors Inc. | 16,855 | $431K | 0.4% | +3.3% | 0.018% | |
4/8/2025 | Rothschild Investment LLC | 11,200 | $286K | 0.0% | -6.7% | 0.012% | |
4/7/2025 | Silvia Mccoll Wealth Management LLC | 31,197 | $797K | 0.6% | +4.2% | 0.033% | |
3/6/2025 | IronOak Wealth LLC. | 10,648 | $271K | 0.3% | N/A | 0.012% | |
2/27/2025 | Pinnacle Wealth Planning Services Inc. | 3,857,832 | $98.18M | 14.7% | -3.2% | 6.350% | |
2/26/2025 | Virtue Capital Management LLC | 909,855 | $23.16M | 4.7% | +15.8% | 1.498% | |
2/25/2025 | Heck Capital Advisors LLC | 13,279 | $338K | 0.0% | N/A | 0.022% | |
2/24/2025 | Liberty Square Wealth Partners LLC | 48,694 | $1.24M | 0.5% | N/A | 0.080% | |
2/18/2025 | Strait & Sound Wealth Management LLC | 52,283 | $1.33M | 0.6% | -9.7% | 0.086% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 24,799 | $631K | 0.0% | -22.6% | 0.041% | |
2/17/2025 | Vista Investment Management | 221,558 | $5.64M | 2.1% | +7.4% | 0.365% | |
2/17/2025 | WBI Investments LLC | 77,542 | $1.97M | 0.5% | -42.3% | 0.128% | |
2/17/2025 | Redwood Financial Network Corp | 126,020 | $3.21M | 2.4% | +80.0% | 0.207% | |
2/17/2025 | Deutsche Bank AG | 85,858 | $2.19M | 0.0% | -13.3% | 0.141% | |
2/17/2025 | EP Wealth Advisors LLC | 26,946 | $686K | 0.0% | -18.4% | 0.044% | |
2/17/2025 | Cetera Investment Advisers | 120,068 | $3.06M | 0.0% | -27.2% | 0.198% | |
2/17/2025 | Cary Street Partners Financial LLC | 102,017 | $2.60M | 0.1% | N/A | 0.168% | |
2/17/2025 | Baird Financial Group Inc. | 11,782 | $300K | 0.0% | N/A | 0.019% | |
2/17/2025 | Bank of America Corp DE | 930,459 | $23.68M | 0.0% | +22.2% | 1.532% | |
2/17/2025 | Benjamin Edwards Inc. | 7,903 | $201K | 0.0% | N/A | 0.013% | |
2/17/2025 | BNP Paribas Financial Markets | 85,322 | $2.17M | 0.0% | +135.3% | 0.140% | |
2/17/2025 | Ameriprise Financial Inc. | 628,419 | $15.99M | 0.0% | -16.3% | 1.034% | |
2/17/2025 | All Terrain Financial Advisors LLC | 160,830 | $4.09M | 1.3% | +1.7% | 0.265% | |
Warning: “DOGE Collapse” imminent (Ad) Elon Strikes Back
You may already sense that the tide is turning against Elon Musk and DOGE. Just this week, President Trump promised to buy a Tesla to help support Musk in the face of a boycott against his company. But according to one research group, with connections to the Pentagon and the U.S. government, Elon's preparing to strike back in a much bigger way in the days ahead. Click here to see what they’re predicting now. |
2/14/2025 | FAS Wealth Partners Inc. | 323,813 | $8.24M | 0.7% | +10.5% | 0.533% | |
2/14/2025 | Comerica Bank | 19,140 | $487K | 0.0% | +447.3% | 0.032% | |
2/14/2025 | The Manufacturers Life Insurance Company | 82,000 | $2.09M | 0.0% | N/A | 0.135% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 9,867 | $251K | 0.0% | N/A | 0.016% | |
2/14/2025 | Coppell Advisory Solutions LLC | 108,202 | $2.75M | 0.4% | -6.5% | 0.178% | |
2/14/2025 | MGO One Seven LLC | 42,655 | $1.09M | 0.0% | -31.2% | 0.070% | |
2/14/2025 | Harvest Investment Services LLC | 36,951 | $940K | 0.2% | +76.7% | 0.061% | |
2/14/2025 | IHT Wealth Management LLC | 26,388 | $672K | 0.0% | +3.0% | 0.043% | |
2/14/2025 | Stifel Financial Corp | 285,395 | $7.26M | 0.0% | +25.1% | 0.470% | |
2/14/2025 | Optivise Advisory Services LLC | 34,689 | $883K | 0.5% | +55.7% | 0.057% | |