| 7/8/2026 | Castle Rock Wealth Management LLC | 57,170 | $2.34M | 0.5% | -2.4% | 0.290% | |
| 7/7/2026 | CoreCap Advisors LLC | 86,015 | $3.54M | 0.1% | +16.9% | 0.446% | |
| 6/3/2026 | NewEdge Advisors LLC | 124,173 | $5.13M | 0.0% | +69.7% | 0.647% | |
| 5/19/2026 | Western Wealth Management LLC | 1,960 | $81K | 0.0% | N/A | 0.010% | |
| 5/19/2026 | Bank of America Corp DE | 40,484 | $1.67M | 0.0% | +11.6% | 0.211% | |
| 5/14/2026 | Keebeck Wealth Management | 488,803 | $20.20M | 2.3% | +170.7% | 2.546% | |
| 5/13/2026 | Cetera Investment Advisers | 895,060 | $36.98M | 0.0% | +8.8% | 4.662% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 4,936 | $203K | 0.0% | N/A | 0.026% | |
| 5/5/2026 | Bank of New York Mellon Corp | 116,683 | $4.82M | 0.0% | +9.0% | 0.608% | |
| 5/5/2026 | Sanctuary Advisors LLC | 32,679 | $1.35M | 0.0% | +33.0% | 0.170% | |
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| 4/30/2026 | Kestra Advisory Services LLC | 6,917 | $286K | 0.0% | +96.9% | 0.036% | |
| 4/28/2026 | Beacon Financial Advisory LLC | 25,861 | $1.07M | 0.2% | +34.7% | 0.136% | |
| 4/27/2026 | Syntegra Private Wealth Group LLC | 13,168 | $544K | 0.1% | +18.4% | 0.069% | |
| 4/27/2026 | Private Advisor Group LLC | 12,826 | $530K | 0.0% | -15.1% | 0.068% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 80,303 | $3.32M | 0.1% | +29.8% | 0.423% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 35,342 | $1.46M | 0.1% | +100.0% | 0.186% | |
| 4/17/2026 | XML Financial LLC | 372,878 | $15.41M | 1.2% | N/A | 1.963% | |
| 4/16/2026 | Founders Financial Securities LLC | 4,854 | $201K | 0.0% | N/A | 0.026% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 1,865 | $77K | 0.0% | N/A | 0.011% | |
| 3/13/2026 | World Investment Advisors | 8,091 | $336K | 0.0% | N/A | 0.046% | |
| 3/9/2026 | Corient Private Wealth LLC | 148,846 | $6.18M | 0.0% | N/A | 0.841% | |
| 2/19/2026 | Corient Private Wealth LLC | 148,846 | $6.18M | 0.0% | N/A | 0.841% | |
| 2/18/2026 | NewEdge Advisors LLC | 73,165 | $3.04M | 0.0% | +20.1% | 0.413% | |
| 2/17/2026 | Cetera Investment Advisers | 822,867 | $34.17M | 0.0% | +5.5% | 4.649% | |
| 2/17/2026 | GeoWealth Management LLC | 985 | $41K | 0.0% | N/A | 0.006% | |
| 2/17/2026 | Regal Investment Advisors LLC | 15,142 | $629K | 0.0% | -2.5% | 0.086% | |
| 2/17/2026 | Osaic Holdings Inc. | 28,085 | $1.17M | 0.0% | -41.0% | 0.159% | |
| 2/17/2026 | Captrust Financial Advisors | 156,686 | $6.51M | 0.0% | +1.5% | 0.885% | |
| 2/17/2026 | Royal Bank of Canada | 1,466 | $61K | 0.0% | N/A | 0.008% | |
| 2/17/2026 | Beacon Financial Advisory LLC | 19,195 | $797K | 0.2% | +131.4% | 0.108% | |
| 2/16/2026 | MML Investors Services LLC | 5,653 | $235K | 0.0% | N/A | 0.032% | |
| 2/13/2026 | Kestra Advisory Services LLC | 3,513 | $146K | 0.0% | N/A | 0.020% | |
| 2/13/2026 | Transamerica Financial Advisors LLC | 10,973 | $458K | 0.0% | +52.4% | 0.062% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 32,596 | $1.35M | 0.0% | +18.2% | 0.184% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 21,996 | $913K | 0.0% | +10.4% | 0.124% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 38,742 | $1.61M | 0.0% | +8.8% | 0.219% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 88,919 | $3.69M | 0.0% | +0.6% | 0.502% | |
| 2/12/2026 | Elevation Point Wealth Partners LLC | 61,854 | $2.58M | 0.1% | +114.5% | 0.349% | |
| 2/12/2026 | Betterment LLC | 1,024,281 | $42.53M | 0.1% | +4.9% | 5.787% | |
| 2/12/2026 | Principal Securities Inc. | 1,317,711 | $54.71M | 0.8% | +0.4% | 7.445% | |
ALT SL: New Patent Reveals Elon Musk’s Next Breakthrough: M.A.G.I. (Ad) Jeff Brown and Marc Chaikin - two investors who spotted Nvidia a decade ago - are now pointing to Elon Musk's latest AI patent as the catalyst behind their next major call.
They say a market pattern with a 100% historical track record is converging with this new breakthrough by end of month. The last time conditions aligned like this, investors had the chance to turn $10,000 into as much as $350,000 in roughly 12 months.
Brown and Chaikin have released the full details for investors who want to get ahead of it. See Jeff Brown and Marc Chaikin's full analysis and next steps here |
| 2/11/2026 | LPL Financial LLC | 6,612,495 | $274.55M | 0.1% | +7.3% | 37.359% | |
| 2/10/2026 | Syntegra Private Wealth Group LLC | 11,118 | $462K | 0.0% | +3.2% | 0.063% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 1,100,168 | $45.68M | 0.0% | +17.2% | 6.216% | |
| 2/9/2026 | Integrity Alliance LLC. | 15,382 | $639K | 0.0% | N/A | 0.087% | |
| 2/9/2026 | LifePlan Investment Advisors Inc. | 96,648 | $4.01M | 1.6% | +8.0% | 0.546% | |
| 2/6/2026 | Global Retirement Partners LLC | 25,935 | $1.08M | 0.0% | +3.0% | 0.147% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 772,682 | $32.08M | 0.1% | +23.8% | 4.365% | |
| 2/5/2026 | Allworth Financial LP | 4,109 | $171K | 0.0% | -7.3% | 0.023% | |
| 2/5/2026 | Castle Rock Wealth Management LLC | 54,813 | $2.27M | 0.5% | -5.7% | 0.310% | |
| 2/4/2026 | World Investment Advisors | 8,091 | $336K | 0.0% | N/A | 0.046% | |
| 2/2/2026 | Robertson Stephens Wealth Management LLC | 47,993 | $2.00M | 0.1% | -18.5% | 0.271% | |
| 1/29/2026 | Sanctuary Advisors LLC | 24,579 | $1.02M | 0.0% | +3.8% | 0.140% | |
| 1/26/2026 | Patriot Financial Group Insurance Agency LLC | 17,671 | $734K | 0.1% | +1.9% | 0.102% | |
| 1/26/2026 | Private Trust Co. NA | 52,815 | $2.19M | 0.2% | +2.8% | 0.304% | |
| 1/26/2026 | David Kennon Inc | 93,136 | $3.87M | 1.4% | +1.1% | 0.535% | |
| 1/23/2026 | Stonehaven Wealth & Tax Solutions LLC | 6,060 | $252K | 0.2% | -42.7% | 0.035% | |
| 1/21/2026 | Sowell Financial Services LLC | 222,255 | $9.23M | 0.3% | +251.9% | 1.277% | |
| 1/16/2026 | Perigon Wealth Management LLC | 28,255 | $1.17M | 0.0% | +36.9% | 0.164% | |
| 1/13/2026 | CoreCap Advisors LLC | 59,751 | $2.48M | 0.1% | +19.6% | 0.347% | |
| 1/7/2026 | Magnus Financial Group LLC | 18,037 | $749K | 0.1% | N/A | 0.106% | |
| 11/19/2025 | Captrust Financial Advisors | 154,382 | $6.45M | 0.0% | +4.9% | 0.965% | |
| 11/17/2025 | NewEdge Advisors LLC | 60,927 | $2.55M | 0.0% | +6.6% | 0.381% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 27,567 | $1.15M | 0.0% | +32.1% | 0.172% | |
| 11/17/2025 | Flow Traders U.S. LLC | 17,645 | $737K | 0.0% | -30.4% | 0.110% | |
| 11/17/2025 | Elevation Point Wealth Partners LLC | 28,831 | $1.21M | 0.1% | N/A | 0.180% | |
| 11/17/2025 | Citadel Advisors LLC | 24,512 | $1.02M | 0.0% | -39.9% | 0.153% | |
| 11/17/2025 | Ausdal Financial Partners Inc. | 19,916 | $832K | 0.0% | +47.2% | 0.124% | |
| 11/17/2025 | Bank of America Corp DE | 43,746 | $1.83M | 0.0% | -7.1% | 0.273% | |
| 11/17/2025 | Ameriprise Financial Inc. | 5,195 | $217K | 0.0% | -18.4% | 0.032% | |
| 11/14/2025 | Raymond James Financial Inc. | 10,895 | $455K | 0.0% | +242.5% | 0.068% | |
| 11/14/2025 | Keebeck Wealth Management | 163,820 | $6.84M | 0.8% | +36.8% | 1.024% | |
| 11/14/2025 | Maia Wealth LLC | 18,293 | $763K | 0.1% | +3.1% | 0.114% | |
| 11/14/2025 | Regal Investment Advisors LLC | 15,525 | $649K | 0.0% | -4.1% | 0.097% | |
| 11/13/2025 | Legacy Advisors LLC | 22,762 | $951K | 0.1% | N/A | 0.142% | |
| 11/13/2025 | Betterment LLC | 976,565 | $40.80M | 0.1% | +7.4% | 6.104% | |
| 11/13/2025 | LifePlan Investment Advisors Inc. | 89,493 | $3.74M | 1.6% | +40.5% | 0.559% | |
| 11/13/2025 | Stonehaven Wealth & Tax Solutions LLC | 10,572 | $442K | 0.4% | -12.5% | 0.066% | |
| 11/13/2025 | Private Advisor Group LLC | 15,462 | $646K | 0.0% | +2.6% | 0.097% | |
| 11/12/2025 | Consolidated Portfolio Review Corp | 47,837 | $2.00M | 0.3% | +13.5% | 0.299% | |
| 11/12/2025 | Perennial Investment Advisors LLC | 10,298 | $430K | 0.0% | +8.9% | 0.064% | |
| 11/12/2025 | Orion Porfolio Solutions LLC | 35,613 | $1.49M | 0.0% | +8.4% | 0.223% | |
| 11/10/2025 | Colonial Trust Advisors | 1,405 | $59K | 0.0% | N/A | 0.009% | |
| 11/10/2025 | Vestmark Advisory Solutions Inc. | 28,831 | $1.21M | 0.0% | N/A | 0.180% | |
| 11/10/2025 | David Kennon Inc | 92,141 | $3.85M | 1.4% | -4.7% | 0.576% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 3,569,255 | $149.12M | 0.0% | +10.7% | 22.308% | |
| 10/30/2025 | Envestnet Portfolio Solutions Inc. | 624,385 | $26.09M | 0.1% | +11.3% | 3.902% | |
| 10/29/2025 | Beacon Financial Advisory LLC | 8,296 | $347K | 0.1% | +50.3% | 0.052% | |
| 10/24/2025 | Bristlecone Advisors LLC | 156,815 | $6.55M | 0.5% | +13.6% | 0.986% | |
| 10/22/2025 | CoreCap Advisors LLC | 49,979 | $2.09M | 0.1% | +28.7% | 0.316% | |
| 10/21/2025 | Global Retirement Partners LLC | 25,168 | $1.05M | 0.0% | +12.6% | 0.159% | |
ALT SL: New Patent Reveals Elon Musk’s Next Breakthrough: M.A.G.I. (Ad) Jeff Brown and Marc Chaikin - two investors who spotted Nvidia a decade ago - are now pointing to Elon Musk's latest AI patent as the catalyst behind their next major call.
They say a market pattern with a 100% historical track record is converging with this new breakthrough by end of month. The last time conditions aligned like this, investors had the chance to turn $10,000 into as much as $350,000 in roughly 12 months.
Brown and Chaikin have released the full details for investors who want to get ahead of it. See Jeff Brown and Marc Chaikin's full analysis and next steps here |
| 10/21/2025 | SOA Wealth Advisors LLC. | 1,273 | $53K | 0.0% | N/A | 0.008% | |
| 10/17/2025 | Perigon Wealth Management LLC | 20,635 | $862K | 0.0% | +11.9% | 0.131% | |
| 10/17/2025 | Sowell Financial Services LLC | 63,161 | $2.64M | 0.1% | +33.0% | 0.400% | |
| 10/15/2025 | Private Trust Co. NA | 51,367 | $2.15M | 0.2% | +599.7% | 0.325% | |
| 10/8/2025 | Patriot Financial Group Insurance Agency LLC | 17,334 | $724K | 0.1% | +3.2% | 0.110% | |
| 9/4/2025 | Osaic Holdings Inc. | 48,925 | $2.02M | 0.0% | +60.1% | 0.335% | |
| 8/29/2025 | Centaurus Financial Inc. | 76,689 | $3.17M | 0.2% | +2.9% | 0.525% | |
| 8/27/2025 | Orion Porfolio Solutions LLC | 32,846 | $1.36M | 0.0% | +72.6% | 0.225% | |
| 8/15/2025 | Captrust Financial Advisors | 147,139 | $6.08M | 0.0% | -1.4% | 1.008% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 32,846 | $1.36M | 0.0% | +72.6% | 0.225% | |