8/20/2025 | Coppell Advisory Solutions LLC | 13,667 | $440K | 0.1% | +2.3% | 0.092% | |
8/18/2025 | Geneos Wealth Management Inc. | 7,381 | $240K | 0.0% | N/A | 0.050% | |
8/15/2025 | Orion Porfolio Solutions LLC | 2,234,537 | $72.80M | 0.5% | +26.7% | 15.022% | |
8/13/2025 | Crosspoint Financial LLC | 42,550 | $1.39M | 3.7% | +4.8% | 0.286% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 6,000 | $195K | 0.0% | +472.0% | 0.040% | |
8/12/2025 | J.W. Cole Advisors Inc. | 21,327 | $695K | 0.0% | -4.5% | 0.143% | |
8/8/2025 | Foundations Investment Advisors LLC | 221,406 | $7.21M | 0.1% | +22.7% | 1.488% | |
8/5/2025 | Optivise Advisory Services LLC | 21,700 | $707K | 0.4% | N/A | 0.146% | |
8/4/2025 | Atria Investments Inc | 27,888 | $909K | 0.0% | +17.7% | 0.187% | |
8/1/2025 | Howard Capital Management Inc. | 9,214,271 | $300.20M | 3.7% | +8.9% | 61.945% | |
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8/1/2025 | Wealth Watch Advisors INC | 461,520 | $15.04M | 8.7% | +4.8% | 3.103% | |
8/1/2025 | Delta Investment Management LLC | 120,994 | $3.94M | 0.8% | +32.0% | 0.813% | |
8/1/2025 | Envestnet Asset Management Inc. | 195,704 | $6.38M | 0.0% | +14.5% | 1.316% | |
7/31/2025 | VestGen Investment Management | 8,542 | $278K | 0.2% | N/A | 0.057% | |
7/25/2025 | Atria Wealth Solutions Inc. | 13,641 | $445K | 0.0% | -69.9% | 0.092% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 18,326 | $597K | 0.0% | -59.6% | 0.123% | |
7/22/2025 | CPR Investments Inc. | 170,496 | $5.56M | 4.3% | +57.2% | 1.146% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 75,249 | $2.49M | 0.0% | +55.0% | 0.500% | |
7/7/2025 | Discipline Wealth Solutions LLC | 270,783 | $8.82M | 3.4% | +52.1% | 1.808% | |
5/16/2025 | Coppell Advisory Solutions LLC | 13,357 | $404K | 0.0% | +8.0% | 0.099% | |
5/16/2025 | Arete Wealth Advisors LLC | 67,907 | $2.05M | 0.1% | +27.9% | 0.504% | |
5/16/2025 | AQR Capital Management LLC | 8,365 | $253K | 0.0% | N/A | 0.062% | |
5/14/2025 | Delta Investment Management LLC | 91,681 | $2.77M | 0.6% | +1.2% | 0.680% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,049 | $32K | 0.0% | N/A | 0.008% | |
5/9/2025 | Atria Wealth Solutions Inc. | 45,254 | $1.37M | 0.0% | -63.9% | 0.349% | |
5/8/2025 | Howard Capital Management Inc. | 8,459,568 | $255.56M | 4.8% | +2.5% | 65.325% | |
5/7/2025 | Foundations Investment Advisors LLC | 180,373 | $5.45M | 0.1% | -1.7% | 1.393% | |
5/7/2025 | LPL Financial LLC | 130,517 | $3.94M | 0.0% | N/A | 1.008% | |
5/6/2025 | Efficient Advisors LLC | 736,858 | $22.26M | 1.3% | N/A | 5.690% | |
5/5/2025 | IFP Advisors Inc | 10,701 | $323K | 0.0% | +5.6% | 0.083% | |
5/1/2025 | CWM LLC | 1,400 | $42K | 0.0% | N/A | 0.011% | |
5/1/2025 | Crosspoint Financial LLC | 40,613 | $1.23M | 3.6% | N/A | 0.314% | |
4/29/2025 | Envestnet Asset Management Inc. | 170,881 | $5.16M | 0.0% | +32.4% | 1.320% | |
4/29/2025 | Discipline Wealth Solutions LLC | 178,043 | $5.38M | 2.6% | -14.9% | 1.375% | |
4/21/2025 | United Advisor Group LLC | 57,329 | $1.74M | 0.4% | +579.6% | 0.443% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 45,322 | $1.37M | 0.0% | -4.3% | 0.350% | |
4/17/2025 | Partners Wealth Management LLC | 7,772 | $235K | 0.3% | +25.3% | 0.061% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 48,544 | $1.47M | 0.0% | -20.4% | 0.378% | |
4/10/2025 | Lifestyle Asset Management Inc. | 12,506 | $378K | 0.2% | -61.6% | 0.097% | |
4/10/2025 | CPR Investments Inc. | 108,462 | $3.28M | 2.9% | -5.6% | 0.845% | |
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 |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 60,958 | $2.20M | 0.0% | +13.4% | 0.476% | |
2/26/2025 | Discipline Wealth Solutions LLC | 209,321 | $7.55M | 3.5% | +35.2% | 1.644% | |
2/24/2025 | United Advisor Group LLC | 8,436 | $304K | 0.1% | N/A | 0.089% | |
2/18/2025 | GTS Securities LLC | 49,973 | $1.80M | 0.1% | N/A | 0.524% | |
2/18/2025 | Vise Technologies Inc. | 21,886 | $790K | 0.1% | +225.5% | 0.230% | |
2/14/2025 | Jane Street Group LLC | 11,052 | $399K | 0.0% | N/A | 0.116% | |
2/14/2025 | Coppell Advisory Solutions LLC | 12,363 | $454K | 0.1% | -2.9% | 0.130% | |
2/14/2025 | Optivise Advisory Services LLC | 12,614 | $455K | 0.2% | +80.5% | 0.132% | |
2/13/2025 | Envestnet Asset Management Inc. | 129,103 | $4.66M | 0.0% | +14.4% | 1.355% | |
2/12/2025 | Arete Wealth Advisors LLC | 53,100 | $1.93M | 0.1% | +192.2% | 0.557% | |
2/12/2025 | WealthTrak Capital Management LLC | 125,688 | $4.54M | 3.8% | N/A | 1.319% | |
2/12/2025 | Orion Portfolio Solutions LLC | 1,627,982 | $58.75M | 0.6% | +9.8% | 17.083% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 47,335 | $1.71M | 0.0% | +27.7% | 0.497% | |
2/6/2025 | Atria Investments Inc | 25,126 | $907K | 0.0% | +16.7% | 0.264% | |
2/4/2025 | IFP Advisors Inc | 10,135 | $366K | 0.0% | +9.3% | 0.106% | |
2/4/2025 | Partners Wealth Management LLC | 6,201 | $224K | 0.3% | N/A | 0.065% | |
2/4/2025 | Howard Capital Management Inc. | 8,257,017 | $297.97M | 3.8% | +3.4% | 86.642% | |
2/3/2025 | Private Advisor Group LLC | 8,345 | $301K | 0.0% | N/A | 0.088% | |
1/31/2025 | Atria Wealth Solutions Inc. | 125,235 | $4.52M | 0.0% | +283.7% | 1.314% | |
1/31/2025 | J.W. Cole Advisors Inc. | 12,840 | $463K | 0.0% | +32.0% | 0.135% | |
1/30/2025 | Strategic Financial Concepts LLC | 37,392 | $1.35M | 0.0% | N/A | 0.392% | |
1/28/2025 | Strategic Financial Concepts LLC | 37,392 | $1.35M | 0.0% | N/A | 0.392% | |
1/22/2025 | Foundations Investment Advisors LLC | 183,486 | $6.62M | 0.1% | +5.1% | 1.925% | |
1/17/2025 | Lifestyle Asset Management Inc. | 32,568 | $1.18M | 0.6% | -13.1% | 0.342% | |
1/14/2025 | CPR Investments Inc. | 114,938 | $4.15M | 3.7% | -34.7% | 1.206% | |
11/25/2024 | World Investment Advisors LLC | 6,821 | $240K | 0.0% | N/A | 0.072% | |
11/19/2024 | Discipline Wealth Solutions LLC | 154,853 | $5.46M | 2.9% | N/A | 1.625% | |
11/18/2024 | Arete Wealth Advisors LLC | 18,172 | $633K | 0.1% | +28.7% | 0.191% | |
11/15/2024 | Orion Portfolio Solutions LLC | 1,482,805 | $52.27M | 1.1% | +17.7% | 15.559% | |
11/15/2024 | IHT Wealth Management LLC | 8,878 | $309K | 0.0% | +47.5% | 0.093% | |
11/1/2024 | Atria Investments Inc | 21,533 | $759K | 0.0% | -10.8% | 0.226% | |
11/1/2024 | Lifestyle Asset Management Inc. | 37,471 | $1.32M | 0.7% | -2.9% | 0.393% | |
10/24/2024 | J.W. Cole Advisors Inc. | 9,729 | $343K | 0.0% | +23.9% | 0.102% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 53,755 | $1.90M | 0.0% | -14.7% | 0.564% | |
10/21/2024 | Foundations Investment Advisors LLC | 174,532 | $6.15M | 0.1% | +29.3% | 1.831% | |
8/10/2024 | Axxcess Wealth Management LLC | 53,198 | $1.81M | 0.0% | +304.4% | 0.558% | |
8/8/2024 | J.W. Cole Advisors Inc. | 7,854 | $267K | 0.0% | N/A | 0.082% | |
8/8/2024 | Envestnet Asset Management Inc. | 117,399 | $4.00M | 0.0% | +9.8% | 1.232% | |
8/6/2024 | Howard Capital Management Inc. | 5,428,745 | $184.88M | 18.2% | +5.9% | 56.965% | |
8/2/2024 | Foundations Investment Advisors LLC | 134,994 | $4.60M | 0.1% | +18.8% | 1.417% | |
8/1/2024 | Ndwm LLC | 19,520 | $665K | 0.6% | N/A | 0.205% | |
7/30/2024 | Forum Financial Management LP | 11,793 | $402K | 0.0% | N/A | 0.124% | |
7/19/2024 | Lifestyle Asset Management Inc. | 38,574 | $1.31M | 0.8% | +5.2% | 0.405% | |
7/19/2024 | CPR Investments Inc. | 369,297 | $12.58M | 10.4% | +2.5% | 3.875% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 34,605 | $1.18M | 0.0% | +5.0% | 0.363% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 63,001 | $2.15M | 0.0% | -3.8% | 0.661% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 12,414 | $384K | 0.1% | N/A | 0.130% | |
5/14/2024 | Axxcess Wealth Management LLC | 13,155 | $407K | 0.0% | N/A | 0.138% | |
5/9/2024 | Orion Portfolio Solutions LLC | 1,242,228 | $38.44M | 0.4% | +15.0% | 13.035% | |
5/9/2024 | Delta Investment Management LLC | 119,167 | $3.69M | 0.8% | +55.0% | 1.250% | |
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 |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 32,958 | $1.02M | 0.0% | +4.9% | 0.346% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 65,493 | $2.03M | 0.0% | -14.5% | 0.697% | |
2/9/2024 | Orion Portfolio Solutions LLC | 1,080,359 | $28.26M | 0.3% | +43.7% | 16.621% | |
2/8/2024 | Foundations Investment Advisors LLC | 111,342 | $3.11M | 0.1% | +77.7% | 1.713% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 31,407 | $836K | 0.0% | +69.7% | 0.483% | |
2/2/2024 | Delta Investment Management LLC | 76,890 | $2.05M | 0.5% | N/A | 1.183% | |
2/2/2024 | Atria Wealth Solutions Inc. | 29,761 | $793K | 0.0% | +91.1% | 0.458% | |
1/30/2024 | Howard Capital Management Inc. | 4,888,350 | $130.19M | 16.1% | +20.4% | 75.205% | |
1/23/2024 | CPR Investments Inc. | 243,369 | $6.48M | 6.3% | +26.0% | 3.744% | |
1/11/2024 | Brookstone Capital Management | 566,123 | $15.08M | 0.3% | +27.9% | 8.710% | |