| 8/20/2025 | Forefront Wealth Partners LLC | 36,817 | $1.59M | 1.1% | +7.9% | 0.013% | |
| 8/19/2025 | B. Riley Wealth Advisors Inc. | 21,868 | $945K | 0.0% | N/A | 0.008% | |
| 8/19/2025 | Advisory Services Network LLC | 8,715 | $362K | 0.0% | -90.5% | 0.003% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 13,607 | $588K | 0.0% | +37.8% | 0.005% | |
| 8/15/2025 | Corient Private Wealth LLC | 2,614,566 | $113.00M | 0.1% | -1.5% | 0.930% | |
| 8/15/2025 | Equitable Holdings Inc. | 1,013,750 | $43.81M | 0.4% | +5.3% | 0.361% | |
| 8/15/2025 | Ewing Morris & Co. Investment Partners Ltd. | 128,883 | $5.57M | 2.4% | +39.1% | 0.046% | |
| 8/15/2025 | Northeast Financial Consultants Inc | 201,101 | $8.69M | 0.4% | -3.4% | 0.072% | |
| 8/15/2025 | Captrust Financial Advisors | 56,286 | $2.43M | 0.0% | -1.4% | 0.020% | |
| 8/15/2025 | Lantern Wealth Advisors LLC | 64,492 | $2.79M | 1.6% | N/A | 0.023% | |
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| 8/15/2025 | Visionary Wealth Advisors | 20,856 | $901K | 0.0% | +4.9% | 0.007% | |
| 8/15/2025 | Tolleson Wealth Management Inc. | 269,267 | $11.64M | 2.0% | -4.6% | 0.096% | |
| 8/15/2025 | Smartleaf Asset Management LLC | 40,775 | $1.76M | 0.2% | +38.0% | 0.015% | |
| 8/15/2025 | Redwood Financial Network Corp | 19,786 | $855K | 0.6% | -4.9% | 0.007% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 33,668 | $1.46M | 0.0% | -15.5% | 0.012% | |
| 8/15/2025 | MML Investors Services LLC | 1,029,798 | $44.51M | 0.1% | +2.9% | 0.366% | |
| 8/15/2025 | Modern Wealth Management LLC | 385,059 | $16.64M | 0.4% | +0.7% | 0.137% | |
| 8/15/2025 | IHT Wealth Management LLC | 198,614 | $8.58M | 0.2% | +1,782.4% | 0.071% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 4,906 | $212K | 0.0% | N/A | 0.002% | |
| 8/15/2025 | EP Wealth Advisors LLC | 4,037 | $174K | 0.0% | N/A | 0.001% | |
| 8/15/2025 | Benjamin Edwards Inc. | 106,351 | $4.60M | 0.1% | +1.0% | 0.038% | |
| 8/15/2025 | Bank of America Corp DE | 24,974,867 | $1.08B | 0.1% | +19.6% | 8.888% | |
| 8/15/2025 | Ameriprise Financial Inc. | 9,301,323 | $402.19M | 0.1% | +13.5% | 3.310% | |
| 8/14/2025 | CLG LLC | 19,730 | $853K | 0.3% | N/A | 0.007% | |
| 8/14/2025 | Ausdal Financial Partners Inc. | 18,259 | $789K | 0.1% | +1.7% | 0.006% | |
| 8/14/2025 | Raymond James Financial Inc. | 1,803,093 | $77.93M | 0.0% | +4.8% | 0.642% | |
| 8/14/2025 | Quantinno Capital Management LP | 16,542 | $715K | 0.0% | -2.7% | 0.006% | |
| 8/14/2025 | NewEdge Advisors LLC | 1,146,847 | $49.57M | 0.3% | +3.6% | 0.408% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 975 | $42K | 0.0% | N/A | 0.000% | |
| 8/14/2025 | Financial Strategies Group Inc. | 1,050,622 | $45.19M | 9.4% | +2.8% | 0.374% | |
| 8/14/2025 | SVB Wealth LLC | 203,938 | $8.81M | 0.5% | -10.5% | 0.073% | |
| 8/14/2025 | Cerity Partners LLC | 4,618,991 | $199.94M | 0.4% | +19.1% | 1.644% | |
| 8/13/2025 | Per Stirling Capital Management LLC. | 7,687 | $332K | 0.0% | N/A | 0.003% | |
| 8/13/2025 | Avestar Capital LLC | 37,975 | $1.64M | 0.1% | +7.8% | 0.014% | |
| 8/13/2025 | Cresset Asset Management LLC | 1,406,880 | $60.81M | 0.3% | +7.0% | 0.501% | |
| 8/13/2025 | SCS Capital Management LLC | 802,784 | $34.70M | 0.4% | +1.9% | 0.286% | |
| 8/13/2025 | Milestone Investment Advisors LLC | 88,853 | $3.84M | 1.0% | +0.6% | 0.032% | |
| 8/13/2025 | Veltria Advisors Corp. | 17,817 | $770K | 0.5% | N/A | 0.006% | |
| 8/13/2025 | Baird Financial Group Inc. | 9,406 | $407K | 0.0% | +13.1% | 0.003% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 2,836 | $123K | 0.0% | -19.8% | 0.001% | |
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| 8/13/2025 | CW Advisors LLC | 22,152 | $957K | 0.0% | +11.9% | 0.008% | |
| 8/13/2025 | Tobias Financial Advisors Inc. | 903,708 | $39.06M | 6.7% | +5.2% | 0.322% | |
| 8/13/2025 | Colonial Trust Advisors | 218,079 | $9.43M | 0.8% | +12.2% | 0.078% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 33,858,904 | $1.46B | 1.1% | +1,299.4% | 12.049% | |
| 8/13/2025 | Johnson Financial Group Inc. | 12,130 | $524K | 0.0% | -2.0% | 0.004% | |
| 8/13/2025 | Russell Investments Group Ltd. | 1,125 | $49K | 0.0% | +312.1% | 0.000% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 126,239 | $5.46M | 0.1% | +188.1% | 0.045% | |
| 8/12/2025 | Laurel Wealth Advisors LLC | 3,242 | $140K | 0.0% | +4,222.7% | 0.001% | |
| 8/12/2025 | XTX Topco Ltd | 9,876 | $427K | 0.0% | +84.3% | 0.004% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 28,836 | $1.25M | 0.0% | +58.3% | 0.010% | |
| 8/12/2025 | Global Retirement Partners LLC | 30,125 | $1.30M | 0.0% | N/A | 0.011% | |
| 8/12/2025 | Waterloo Capital L.P. | 19,048 | $823K | 0.1% | +17.5% | 0.007% | |
| 8/12/2025 | Coldstream Capital Management Inc. | 11,585 | $501K | 0.0% | N/A | 0.004% | |
| 8/12/2025 | Titleist Asset Management LLC | 29,635 | $1.28M | 0.1% | +25.7% | 0.011% | |
| 8/12/2025 | AlphaCore Capital LLC | 355,545 | $15.37M | 0.6% | +24.5% | 0.127% | |
| 8/12/2025 | Franklin Resources Inc. | 650,590 | $28.12M | 0.0% | +554.8% | 0.232% | |
| 8/12/2025 | JPMorgan Chase & Co. | 7,008,860 | $302.92M | 0.0% | +33.1% | 2.494% | |
| 8/12/2025 | Personal CFO Solutions LLC | 100,846 | $4.36M | 0.8% | +6.9% | 0.036% | |
| 8/12/2025 | Auxano Advisors LLC | 5,122 | $221K | 0.1% | N/A | 0.002% | |
| 8/12/2025 | Howe & Rusling Inc. | 53,184 | $2.30M | 0.2% | +3.4% | 0.019% | |
| 8/12/2025 | NFP Retirement Inc. | 247,738 | $10.71M | 0.7% | +6.5% | 0.088% | |
| 8/12/2025 | PKS Advisory Services LLC | 15,846 | $685K | 0.2% | +3.6% | 0.006% | |
| 8/11/2025 | Wealthspire Advisors LLC | 54,049 | $2.34M | 0.0% | -5.0% | 0.019% | |
| 8/11/2025 | SFI Advisors LLC | 70,873 | $3.06M | 2.1% | -6.5% | 0.025% | |
| 8/11/2025 | Dorsey & Whitney Trust CO LLC | 81,828 | $3.54M | 0.2% | +2.2% | 0.029% | |
| 8/11/2025 | Landaas & Co. WI ADV | 16,967 | $733K | 0.2% | +12.5% | 0.006% | |
| 8/11/2025 | Western Wealth Management LLC | 5,158 | $223K | 0.0% | N/A | 0.002% | |
| 8/11/2025 | Bell Investment Advisors Inc | 216,769 | $9.37M | 1.6% | +9.5% | 0.078% | |
| 8/8/2025 | Financial Gravity Companies Inc. | 7,215 | $312K | 0.0% | N/A | 0.003% | |
| 8/8/2025 | Firestone Capital Management | 22,737 | $983K | 0.2% | +11.9% | 0.008% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 397,895 | $17.20M | 0.0% | +7.6% | 0.143% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 164,817 | $7.12M | 0.0% | +3.6% | 0.059% | |
| 8/8/2025 | Cetera Investment Advisers | 3,669,541 | $158.60M | 0.3% | +20.3% | 1.320% | |
| 8/8/2025 | Creative Planning | 46,051 | $1.99M | 0.0% | +12.1% | 0.017% | |
| 8/8/2025 | Meridian Wealth Management LLC | 165,696 | $7.16M | 0.3% | +11.0% | 0.060% | |
| 8/8/2025 | Mason Street Advisors LLC | 692,700 | $29.94M | 3.5% | N/A | 0.249% | |
| 8/8/2025 | Intrua Financial LLC | 209,380 | $9.05M | 1.2% | +351.5% | 0.075% | |
| 8/8/2025 | Clearstead Trust LLC | 1,410 | $61K | 0.0% | N/A | 0.001% | |
| 8/8/2025 | D Orazio & Associates Inc. | 1,164,827 | $50.34M | 7.1% | +24.3% | 0.419% | |
| 8/8/2025 | Bailard Inc. | 124,804 | $5.39M | 0.1% | +2.4% | 0.045% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 31,568,040 | $1.36B | 0.9% | +3.2% | 11.351% | |
| 8/7/2025 | Verus Capital Partners LLC | 255,813 | $11.06M | 0.9% | +4.1% | 0.092% | |
| 8/7/2025 | CENTRAL TRUST Co | 1,723 | $74K | 0.0% | +69.1% | 0.001% | |
| 8/7/2025 | Nwam LLC | 6,217 | $262K | 0.0% | +4.2% | 0.002% | |
| 8/7/2025 | 49 Wealth Management LLC | 84,391 | $3.65M | 0.4% | -32.2% | 0.030% | |
| 8/7/2025 | Valence8 US LP | 905,304 | $39.13M | 16.5% | -13.0% | 0.326% | |
| 8/7/2025 | Allworth Financial LP | 29,434 | $1.27M | 0.0% | +4.0% | 0.011% | |
| 8/7/2025 | Addison Advisors LLC | 194,341 | $8.40M | 2.1% | +0.8% | 0.070% | |
| 8/7/2025 | Fidelis Capital Partners LLC | 7,524 | $317K | 0.0% | -38.3% | 0.003% | |
| 8/7/2025 | Midwest Trust Co | 8,824 | $381K | 0.0% | N/A | 0.003% | |
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 |
| 8/7/2025 | Rollins Financial Advisors LLC | 35,662 | $1.54M | 0.2% | +9.3% | 0.013% | |
| 8/7/2025 | Parkside Financial Bank & Trust | 940 | $41K | 0.0% | -26.6% | 0.000% | |
| 8/6/2025 | AGF Management Ltd. | 1,252,339 | $54.13M | 0.2% | +4.4% | 0.450% | |
| 8/6/2025 | AE Wealth Management LLC | 2,887 | $125K | 0.0% | -56.4% | 0.001% | |
| 8/6/2025 | Capasso Planning Partners LLC | 13,752 | $594K | 0.3% | -27.5% | 0.005% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 37,723 | $1.63M | 0.0% | +5.0% | 0.014% | |
| 8/6/2025 | Savant Capital LLC | 416,203 | $17.99M | 0.1% | +41.9% | 0.150% | |
| 8/6/2025 | Modera Wealth Management LLC | 20,895 | $903K | 0.0% | -2.2% | 0.008% | |
| 8/6/2025 | Middleton & Co. Inc. MA | 154,742 | $6.69M | 0.8% | +5.5% | 0.056% | |
| 8/6/2025 | Regimen Wealth LLC | 249,332 | $10.78M | 3.3% | -10.0% | 0.090% | |
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