7/17/2025 | Sound Income Strategies LLC | 67,507 | $5.84M | 0.3% | -1.5% | 1.364% | |
7/16/2025 | MinichMacGregor Wealth Management LLC | 143,113 | $12.38M | 2.6% | -10.3% | 2.891% | |
7/16/2025 | Perigon Wealth Management LLC | 7,850 | $679K | 0.0% | N/A | 0.159% | |
7/14/2025 | AdvisorNet Financial Inc | 39,335 | $3.40M | 0.2% | +37.2% | 0.795% | |
7/14/2025 | Rooted Wealth Advisors Inc. | 94,159 | $8.12M | 2.8% | +3.6% | 1.902% | |
7/14/2025 | Park Avenue Securities LLC | 12,059 | $1.04M | 0.0% | +47.0% | 0.244% | |
7/10/2025 | Focus Financial Network Inc. | 27,782 | $2.40M | 0.1% | +2.0% | 0.561% | |
7/8/2025 | Apella Capital LLC | 21,410 | $1.85M | 0.1% | -40.6% | 0.433% | |
7/7/2025 | Capital Asset Advisory Services LLC | 72,978 | $6.32M | 0.3% | +428.0% | 1.474% | |
7/2/2025 | HBW Advisory Services LLC | 8,083 | $699K | 0.1% | +114.5% | 0.163% | |
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5/20/2025 | Integrity Alliance LLC. | 24,101 | $2.05M | 0.1% | N/A | 0.518% | |
5/19/2025 | Jane Street Group LLC | 44,532 | $3.79M | 0.0% | +291.4% | 0.958% | |
5/19/2025 | Advisory Alpha LLC | 2,413 | $206K | 0.0% | -7.0% | 0.052% | |
5/16/2025 | Strait & Sound Wealth Management LLC | 12,291 | $1.05M | 0.5% | -5.5% | 0.264% | |
5/16/2025 | Clark Capital Management Group Inc. | 25,653 | $2.19M | 0.0% | +2.1% | 0.552% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 11,916 | $1.02M | 0.0% | +9.3% | 0.256% | |
5/15/2025 | Royal Bank of Canada | 15,785 | $1.34M | 0.0% | +12.1% | 0.339% | |
5/14/2025 | Napa Wealth Management | 6,844 | $583K | 0.3% | -7.8% | 0.147% | |
5/14/2025 | Compound Planning Inc. | 2,479 | $211K | 0.0% | +5.3% | 0.053% | |
5/13/2025 | Raymond James Financial Inc. | 52,509 | $4.47M | 0.0% | +6.1% | 1.129% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 7,308 | $623K | 0.0% | +40.7% | 0.157% | |
5/13/2025 | Heck Capital Advisors LLC | 8,458 | $721K | 0.1% | N/A | 0.182% | |
5/13/2025 | Anfield Capital Management LLC | 1,366 | $116K | 0.0% | +39.0% | 0.029% | |
5/9/2025 | Atria Wealth Solutions Inc. | 98,293 | $8.38M | 0.1% | +5.9% | 2.114% | |
5/8/2025 | Harbour Investments Inc. | 377 | $32K | 0.0% | +107.1% | 0.008% | |
5/7/2025 | Foundations Investment Advisors LLC | 68,328 | $5.82M | 0.1% | +1.9% | 1.469% | |
5/7/2025 | LPL Financial LLC | 212,599 | $18.11M | 0.0% | +79.3% | 4.572% | |
5/6/2025 | Cetera Investment Advisers | 4,986 | $425K | 0.0% | +10.4% | 0.107% | |
5/6/2025 | Avantax Advisory Services Inc. | 13,649 | $1.16M | 0.0% | +127.4% | 0.294% | |
5/6/2025 | Kovack Advisors Inc. | 125,979 | $10.73M | 1.1% | -0.2% | 2.709% | |
5/6/2025 | PFG Advisors | 14,060 | $1.20M | 0.1% | +3.9% | 0.302% | |
5/5/2025 | IFP Advisors Inc | 8,527 | $727K | 0.0% | +6.4% | 0.183% | |
4/30/2025 | Axxcess Wealth Management LLC | 13,816 | $1.18M | 0.0% | +3.8% | 0.297% | |
4/29/2025 | Envestnet Asset Management Inc. | 58,023 | $4.94M | 0.0% | +33.3% | 1.248% | |
4/25/2025 | New Wave Wealth Advisors LLC | 48,868 | $4.16M | 1.9% | +3.8% | 0.977% | |
4/25/2025 | Trademark Financial Management LLC | 3,548 | $302K | 0.2% | -64.3% | 0.071% | |
4/23/2025 | Sheets Smith Wealth Management | 11,673 | $995K | 0.1% | N/A | 0.233% | |
4/22/2025 | TrueMark Investments LLC | 16,036 | $1.37M | 0.4% | N/A | 0.321% | |
4/22/2025 | MinichMacGregor Wealth Management LLC | 159,514 | $13.59M | 3.0% | -3.0% | 3.190% | |
4/21/2025 | ORG Partners LLC | 3,200 | $273K | 0.1% | N/A | 0.064% | |
Google did what!?!? (Ad) A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.”
Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free. Gates and Altman are betting big—see why |
4/21/2025 | United Advisor Group LLC | 7,193 | $613K | 0.1% | +59.8% | 0.144% | |
4/17/2025 | Sound Income Strategies LLC | 68,560 | $5.84M | 0.3% | -2.0% | 1.371% | |
4/16/2025 | Matauro LLC | 117,244 | $9.99M | 2.0% | +15.3% | 2.345% | |
4/15/2025 | Focus Financial Network Inc. | 27,232 | $2.32M | 0.1% | +4.6% | 0.545% | |
4/14/2025 | Park Avenue Securities LLC | 8,204 | $699K | 0.0% | N/A | 0.164% | |
4/10/2025 | Apella Capital LLC | 36,025 | $2.99M | 0.1% | N/A | 0.721% | |
4/9/2025 | Capital Asset Advisory Services LLC | 13,822 | $1.18M | 0.1% | +3.8% | 0.276% | |
4/9/2025 | HBW Advisory Services LLC | 3,769 | $321K | 0.0% | N/A | 0.075% | |
4/8/2025 | Rooted Wealth Advisors Inc. | 90,867 | $7.22M | 3.0% | -2.7% | 1.817% | |
4/7/2025 | AdvisorNet Financial Inc | 28,674 | $2.44M | 0.2% | N/A | 0.562% | |
3/12/2025 | Centaurus Financial Inc. | 6,081 | $525K | 0.0% | +90.1% | 0.116% | |
2/24/2025 | Great Valley Advisor Group Inc. | 18,253 | $1.58M | 0.0% | N/A | 0.652% | |
2/24/2025 | United Advisor Group LLC | 4,502 | $389K | 0.1% | N/A | 0.161% | |
2/18/2025 | Strait & Sound Wealth Management LLC | 13,011 | $1.12M | 0.5% | -3.8% | 0.465% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 10,899 | $941K | 0.0% | +2.0% | 0.389% | |
2/17/2025 | Napa Wealth Management | 7,421 | $641K | 0.3% | +27.0% | 0.265% | |
2/17/2025 | Clark Capital Management Group Inc. | 25,129 | $2.17M | 0.0% | N/A | 0.897% | |
2/17/2025 | Cetera Investment Advisers | 4,516 | $390K | 0.0% | +37.1% | 0.161% | |
2/17/2025 | Citadel Advisors LLC | 4,086 | $353K | 0.0% | -4.2% | 0.146% | |
2/17/2025 | Bank of America Corp DE | 45,077 | $3.89M | 0.0% | +60.8% | 1.610% | |
2/14/2025 | Eagle Strategies LLC | 6,783 | $586K | 0.1% | +7.8% | 0.242% | |
2/14/2025 | Jane Street Group LLC | 11,378 | $982K | 0.0% | -60.1% | 0.406% | |
2/14/2025 | Westbourne Investments Inc. | 4,076 | $352K | 0.2% | N/A | 0.146% | |
2/14/2025 | Dark Forest Capital Management LP | 31,333 | $2.71M | 0.4% | -35.2% | 1.119% | |
2/14/2025 | MML Investors Services LLC | 31,263 | $2.70M | 0.0% | +33.8% | 1.117% | |
2/13/2025 | Regal Investment Advisors LLC | 4,863 | $420K | 0.0% | +18.5% | 0.174% | |
2/13/2025 | Glass Jacobson Investment Advisors llc | 2,019 | $174K | 0.1% | +258.6% | 0.072% | |
2/13/2025 | Raymond James Financial Inc. | 49,504 | $4.28M | 0.0% | N/A | 1.768% | |
2/13/2025 | Advisory Services Network LLC | 7,178 | $620K | 0.0% | -29.5% | 0.256% | |
2/13/2025 | Envestnet Asset Management Inc. | 43,516 | $3.76M | 0.0% | +37.1% | 1.554% | |
2/13/2025 | Smith Moore & CO. | 2,777 | $240K | 0.0% | N/A | 0.099% | |
2/11/2025 | LPL Financial LLC | 118,549 | $10.24M | 0.0% | +15.8% | 4.234% | |
2/10/2025 | Thrivent Financial for Lutherans | 4,995 | $431K | 0.0% | -78.6% | 0.178% | |
2/10/2025 | Axxcess Wealth Management LLC | 13,312 | $1.15M | 0.0% | +17.2% | 0.475% | |
2/10/2025 | Commonwealth Equity Services LLC | 6,597 | $570K | 0.0% | +42.5% | 0.236% | |
2/10/2025 | Avantax Advisory Services Inc. | 6,002 | $518K | 0.0% | +17.7% | 0.214% | |
2/7/2025 | PFG Advisors | 13,529 | $1.17M | 0.1% | +109.0% | 0.483% | |
2/6/2025 | Raymond James Financial Inc. | 49,504 | $4.28M | 0.0% | N/A | 1.768% | |
2/6/2025 | a16z Perennial Management L.P. | 21,915 | $1.89M | 0.2% | N/A | 0.783% | |
2/6/2025 | Meridian Wealth Management LLC | 2,536 | $219K | 0.0% | N/A | 0.091% | |
2/5/2025 | Kovack Advisors Inc. | 126,284 | $10.91M | 1.1% | N/A | 4.510% | |
2/3/2025 | Sigma Planning Corp | 17,018 | $1.47M | 0.0% | N/A | 0.608% | |
2/3/2025 | Matauro LLC | 101,712 | $8.78M | 1.9% | N/A | 3.633% | |
2/3/2025 | Capital Advisory Group Advisory Services LLC | 12,185 | $1.05M | 0.4% | +113.2% | 0.435% | |
1/31/2025 | Global Retirement Partners LLC | 574 | $50K | 0.0% | +151.8% | 0.021% | |
1/31/2025 | Atria Wealth Solutions Inc. | 92,818 | $8.02M | 0.1% | +70.5% | 3.315% | |
1/31/2025 | Truist Financial Corp | 4,501 | $389K | 0.0% | +36.7% | 0.161% | |
1/30/2025 | Principal Securities Inc. | 3,405 | $294K | 0.0% | +42.4% | 0.122% | |
1/30/2025 | Nations Financial Group Inc. IA ADV | 5,194 | $449K | 0.0% | +48.6% | 0.186% | |
1/30/2025 | Trademark Financial Management LLC | 9,936 | $858K | 0.7% | +319.6% | 0.355% | |
Google did what!?!? (Ad) A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.”
Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free. Gates and Altman are betting big—see why |
1/30/2025 | Rooted Wealth Advisors Inc. | 93,405 | $8.09M | 3.2% | N/A | 3.336% | |
1/29/2025 | Focus Financial Network Inc. | 26,035 | $2.25M | 0.1% | +7.4% | 0.930% | |
1/23/2025 | New Wave Wealth Advisors LLC | 47,077 | $4.07M | 1.7% | -4.4% | 1.681% | |
1/23/2025 | Synergy Asset Management LLC | 1,410 | $122K | 0.0% | N/A | 0.050% | |
1/23/2025 | Ibex Wealth Advisors | 20,711 | $1.79M | 0.2% | N/A | 0.740% | |
1/22/2025 | Foundations Investment Advisors LLC | 67,051 | $5.79M | 0.1% | +24.7% | 2.395% | |
1/22/2025 | Capital Asset Advisory Services LLC | 13,312 | $1.15M | 0.1% | +17.2% | 0.475% | |
1/21/2025 | Sound Income Strategies LLC | 69,960 | $6.04M | 0.4% | +4.1% | 2.499% | |
1/17/2025 | MinichMacGregor Wealth Management LLC | 164,434 | $14.20M | 2.9% | +5.6% | 5.873% | |
1/17/2025 | Atomi Financial Group Inc. | 2,355 | $203K | 0.0% | N/A | 0.084% | |