| 8/8/2025 | Cetera Investment Advisers | 13,145 | $319K | 0.0% | +13.7% | 0.235% | |
| 8/8/2025 | Creative Planning | 21,344 | $517K | 0.0% | +56.3% | 0.381% | |
| 8/1/2025 | Rossby Financial LCC | 242,631 | $5.88M | 2.2% | +12.8% | 4.333% | |
| 8/1/2025 | American Financial & Tax Strategies Inc. | 11,923 | $289K | 0.1% | +8.0% | 0.213% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 15,295 | $371K | 0.0% | +6.8% | 0.273% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 9,964 | $242K | 0.0% | N/A | 0.178% | |
| 7/28/2025 | Smart Portfolios LLC | 27,679 | $671K | 0.7% | -3.0% | 0.494% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 11,068 | $267K | 0.0% | -55.1% | 0.198% | |
| 7/25/2025 | Wealth Advisory Team LLC | 11,713 | $284K | 0.3% | N/A | 0.209% | |
| 7/25/2025 | Natural Investments LLC | 62,688 | $1.52M | 0.4% | +4.5% | 1.119% | |
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| 7/24/2025 | rebel Financial LLC | 214,842 | $5.21M | 2.4% | N/A | 3.836% | |
| 7/24/2025 | Live Oak Investment Partners | 8,919 | $216K | 0.2% | -34.2% | 0.159% | |
| 7/18/2025 | PFG Investments LLC | 535,380 | $12.98M | 0.8% | +4.4% | 9.560% | |
| 7/17/2025 | Clean Yield Group | 38,817 | $941K | 0.3% | -1.9% | 0.706% | |
| 7/17/2025 | Neumann Capital Management LLC | 33,650 | $816K | 0.3% | +15.4% | 0.612% | |
| 7/14/2025 | Golden State Equity Partners | 14,499 | $351K | 0.1% | -7.9% | 0.264% | |
| 7/10/2025 | SK Wealth Management LLC | 8,474 | $204K | 0.1% | N/A | 0.154% | |
| 7/8/2025 | Canandaigua National Bank & Trust Co. | 37,116 | $900K | 0.1% | +5.6% | 0.675% | |
| 5/19/2025 | Jane Street Group LLC | 43,732 | $1.05M | 0.0% | +58.2% | 0.833% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 9,709 | $234K | 0.0% | N/A | 0.185% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 181,312 | $4.36M | 0.0% | -3.7% | 3.454% | |
| 5/14/2025 | CW Advisors LLC | 11,836 | $285K | 0.0% | +11.6% | 0.225% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 187,602 | $4.51M | 0.0% | +11.8% | 3.573% | |
| 5/9/2025 | Natural Investments LLC | 60,014 | $1.44M | 0.4% | +7.8% | 1.143% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 24,633 | $593K | 0.0% | +119.8% | 0.469% | |
| 5/7/2025 | Nottingham Advisors Inc. | 11,575 | $279K | 0.0% | -14.8% | 0.220% | |
| 5/7/2025 | LPL Financial LLC | 628,337 | $15.12M | 0.0% | +6.3% | 11.968% | |
| 5/6/2025 | Cetera Investment Advisers | 11,566 | $278K | 0.0% | +7.9% | 0.220% | |
| 5/6/2025 | American Financial & Tax Strategies Inc. | 11,038 | $266K | 0.1% | -6.1% | 0.210% | |
| 4/30/2025 | Genus Capital Management Inc. | 9,235 | $222K | 0.0% | -200.0% | 0.176% | |
| 4/30/2025 | Abound Financial LLC | 14,192 | $341K | 0.2% | -21.6% | 0.270% | |
| 4/28/2025 | Rossby Financial LCC | 215,050 | $5.16M | 2.2% | +20.0% | 4.096% | |
| 4/28/2025 | Vontobel Holding Ltd. | 22,930 | $552K | 0.0% | -14.3% | 0.437% | |
| 4/24/2025 | Smart Portfolios LLC | 28,523 | $686K | 0.7% | +3.3% | 0.543% | |
| 4/23/2025 | Golden State Wealth Management LLC | 17,833 | $429K | 0.0% | +7.3% | 0.340% | |
| 4/23/2025 | First Pacific Financial | 7,258 | $175K | 0.0% | -30.2% | 0.138% | |
| 4/23/2025 | Golden State Equity Partners | 15,738 | $379K | 0.1% | +18.3% | 0.300% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 20,682 | $498K | 0.0% | -6.8% | 0.394% | |
| 4/22/2025 | PFG Investments LLC | 512,742 | $12.34M | 0.8% | +12.0% | 9.767% | |
| 4/18/2025 | Capital Wealth Management LLC | 15,812 | $380K | 0.2% | +4.2% | 0.301% | |
Musk’s Project Colossus could mint millionaires (Ad) I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history.
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| 4/16/2025 | Neumann Capital Management LLC | 29,150 | $701K | 0.2% | +2.5% | 0.555% | |
| 4/14/2025 | Clean Yield Group | 39,561 | $952K | 0.3% | -6.3% | 0.754% | |
| 4/9/2025 | Mechanics Bank Trust Department | 14,485 | $349K | 0.0% | N/A | 0.276% | |
| 2/17/2025 | Investor s Fiduciary Advisor Network LLC | 12,489 | $295K | 0.1% | N/A | 0.316% | |
| 2/17/2025 | Fairview Capital Investment Management LLC | 13,800 | $327K | 0.0% | +7.4% | 0.349% | |
| 2/17/2025 | Cetera Investment Advisers | 10,717 | $254K | 0.0% | +4.9% | 0.271% | |
| 2/17/2025 | Bank of America Corp DE | 14,500 | $344K | 0.0% | +15.1% | 0.367% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 12,852 | $305K | 0.0% | +972.8% | 0.325% | |
| 2/14/2025 | Jane Street Group LLC | 27,643 | $655K | 0.0% | -21.4% | 0.700% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 14,981 | $355K | 0.0% | +16.3% | 0.379% | |
| 2/13/2025 | Rossby Financial LCC | 179,166 | $4.25M | 2.6% | N/A | 4.536% | |
| 2/13/2025 | Raymond James Financial Inc. | 25,146 | $596K | 0.0% | N/A | 0.637% | |
| 2/12/2025 | Nottingham Advisors Inc. | 13,586 | $322K | 0.0% | -13.3% | 0.344% | |
| 2/12/2025 | Financial Engines Advisors L.L.C. | 167,868 | $3.98M | 0.0% | +22.3% | 4.250% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 10,601 | $251K | 0.0% | -22.4% | 0.268% | |
| 2/11/2025 | LPL Financial LLC | 590,977 | $14.01M | 0.0% | +4.2% | 14.961% | |
| 2/10/2025 | Flagship Wealth Advisors LLC | 1,206 | $29K | 0.0% | N/A | 0.031% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 26,533 | $629K | 0.0% | +18.1% | 0.672% | |
| 2/10/2025 | Smart Portfolios LLC | 27,606 | $654K | 0.7% | N/A | 0.699% | |
| 2/7/2025 | Natural Investments LLC | 55,675 | $1.32M | 0.4% | N/A | 1.409% | |
| 2/6/2025 | Raymond James Financial Inc. | 25,146 | $596K | 0.0% | N/A | 0.637% | |
| 2/6/2025 | Assetmark Inc. | 2,700 | $64K | 0.0% | N/A | 0.068% | |
| 2/5/2025 | Noble Wealth Management PBC | 2,050 | $49K | 0.0% | N/A | 0.052% | |
| 2/5/2025 | Private Trust Co. NA | 2,943 | $70K | 0.0% | N/A | 0.075% | |
| 2/5/2025 | Verus Capital Partners LLC | 9,007 | $213K | 0.0% | +8.6% | 0.228% | |
| 2/4/2025 | Abound Financial LLC | 18,097 | $429K | 0.2% | N/A | 0.458% | |
| 1/30/2025 | Vontobel Holding Ltd. | 26,767 | $634K | 0.0% | +3.2% | 0.678% | |
| 1/28/2025 | Golden State Wealth Management LLC | 16,615 | $394K | 0.1% | N/A | 0.421% | |
| 1/24/2025 | Golden State Equity Partners | 13,303 | $315K | 0.1% | -14.8% | 0.337% | |
| 1/22/2025 | PFG Investments LLC | 457,677 | $10.85M | 0.7% | +18.3% | 11.587% | |
| 1/21/2025 | Neumann Capital Management LLC | 28,450 | $674K | 0.2% | -3.4% | 0.720% | |
| 1/16/2025 | Capital Wealth Management LLC | 15,169 | $360K | 0.2% | N/A | 0.384% | |
| 1/15/2025 | First Pacific Financial | 10,405 | $247K | 0.1% | +46.2% | 0.263% | |
| 1/13/2025 | Clean Yield Group | 42,211 | $1M | 0.3% | -3.9% | 1.069% | |
| 11/15/2024 | Jane Street Group LLC | 35,176 | $863K | 0.0% | -31.2% | 0.891% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 1,198 | $29K | 0.0% | N/A | 0.030% | |
| 10/25/2024 | Golden State Equity Partners | 12,507 | $307K | 0.1% | -3.3% | 0.317% | |
| 10/24/2024 | PFG Investments LLC | 386,926 | $9.50M | 0.6% | +69.1% | 9.796% | |
| 10/23/2024 | Allworth Financial LP | 1,159 | $28K | 0.0% | +125.5% | 0.029% | |
| 10/23/2024 | CWC Advisors LLC. | 10,056 | $247K | 0.2% | N/A | 0.255% | |
| 10/16/2024 | Nottingham Advisors Inc. | 15,679 | $385K | 0.0% | +10.0% | 0.397% | |
| 10/16/2024 | Vontobel Holding Ltd. | 25,943 | $637K | 0.0% | +3.4% | 0.657% | |
| 10/11/2024 | Creative Planning | 13,039 | $320K | 0.0% | +16.5% | 0.330% | |
| 10/11/2024 | Wesbanco Bank Inc. | 18,260 | $448K | 0.0% | -4.0% | 0.462% | |
| 10/8/2024 | Clean Yield Group | 43,919 | $1.08M | 0.3% | -11.7% | 1.112% | |
| 8/8/2024 | American Financial & Tax Strategies Inc. | 11,687 | $276K | 0.1% | N/A | 0.296% | |
| 8/7/2024 | PFG Investments LLC | 228,875 | $5.41M | 0.4% | +1.8% | 5.794% | |
| 8/2/2024 | Larson Financial Group LLC | 3,000 | $71K | 0.0% | N/A | 0.076% | |
| 8/1/2024 | Verus Capital Partners LLC | 7,883 | $186K | 0.0% | -10.9% | 0.200% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 24,112 | $570K | 0.0% | -7.1% | 0.610% | |
The End of Elon Musk…? (Ad) The End of Elon Musk? Don't make him laugh.
Jeff Brown has been hearing this same tired story for years, and he's been proven right time and time again.
And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again.
According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime. Click here to see why the "End of Elon" crowd is about to be wrong again. |
| 7/20/2024 | First Pacific Financial | 7,049 | $167K | 0.0% | -19.1% | 0.178% | |
| 7/11/2024 | Canandaigua National Bank & Trust Co. | 34,896 | $825K | 0.1% | N/A | 0.883% | |
| 7/10/2024 | Albion Financial Group UT | 41,038 | $970K | 0.1% | +1.2% | 1.039% | |
| 7/10/2024 | Clean Yield Group | 49,765 | $1.18M | 0.4% | -6.1% | 1.260% | |
| 5/29/2024 | Clean Yield Group | 52,971 | $1.26M | 0.5% | -3.9% | 1.341% | |
| 5/8/2024 | Neumann Capital Management LLC | 27,600 | $655K | 0.2% | +3.8% | 0.699% | |
| 5/7/2024 | Verus Capital Partners LLC | 8,851 | $210K | 0.0% | N/A | 0.224% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 12,189 | $289K | 0.0% | +4.7% | 0.309% | |
| 5/3/2024 | Etfidea LLC | 8,640 | $205K | 0.1% | -21.3% | 0.219% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 25,964 | $616K | 0.0% | -8.3% | 0.657% | |
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