| 6/6/2025 | eCIO Inc. | 1,369 | $172K | 0.1% | N/A | 0.001% | |
| 5/28/2025 | Jones Financial Companies Lllp | 10,056,638 | $1.26B | 1.1% | +7.9% | 9.884% | |
| 5/21/2025 | McAdam LLC | 36,884 | $4.65M | 0.3% | -30.7% | 0.036% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 19,924 | $2.51M | 0.1% | +1.7% | 0.019% | |
| 5/20/2025 | Belpointe Asset Management LLC | 8,111 | $1.02M | 0.1% | +218.6% | 0.008% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 8,111 | $1.02M | 0.2% | N/A | 0.008% | |
| 5/20/2025 | Focus Partners Wealth | 166,739 | $21.00M | 0.1% | -2.1% | 0.163% | |
| 5/20/2025 | Flaharty Asset Management LLC | 556 | $70K | 0.0% | N/A | 0.001% | |
| 5/20/2025 | Strive Asset Management LLC | 16,240 | $2.05M | 1.4% | -11.9% | 0.016% | |
| 5/20/2025 | Integrity Alliance LLC. | 7,449 | $938K | 0.0% | N/A | 0.007% | |
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| 5/20/2025 | Glenview Trust co | 7,780 | $980K | 0.0% | -2.3% | 0.008% | |
| 5/19/2025 | Jane Street Group LLC | 41,827 | $5.27M | 0.0% | N/A | 0.041% | |
| 5/19/2025 | SageView Advisory Group LLC | 15,358 | $1.94M | 0.1% | -4.8% | 0.015% | |
| 5/19/2025 | SCS Capital Management LLC | 3,001 | $378K | 0.0% | N/A | 0.003% | |
| 5/16/2025 | American Trust | 4,226 | $532K | 0.1% | -60.9% | 0.004% | |
| 5/16/2025 | Peloton Wealth Strategists | 13,906 | $1.75M | 0.7% | +2.3% | 0.014% | |
| 5/16/2025 | Ascent Group LLC | 43,899 | $5.53M | 0.2% | +0.2% | 0.043% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 16,713 | $2.11M | 0.1% | -0.9% | 0.016% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 133,075 | $16.76M | 0.0% | -13.6% | 0.130% | |
| 5/16/2025 | Kestra Investment Management LLC | 1,108 | $140K | 0.0% | N/A | 0.001% | |
| 5/16/2025 | Jones Financial Companies Lllp | 9,961,017 | $1.25B | 1.1% | +6.9% | 9.718% | |
| 5/16/2025 | NewEdge Advisors LLC | 53,879 | $6.79M | 0.0% | -0.4% | 0.053% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 12,069 | $1.52M | 0.0% | -2.4% | 0.012% | |
| 5/16/2025 | Hancock Whitney Corp | 3,165 | $399K | 0.0% | -3.0% | 0.003% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 1,653 | $208K | 0.0% | -12.3% | 0.002% | |
| 5/16/2025 | AQR Capital Management LLC | 8,080 | $1.02M | 0.0% | +18.6% | 0.008% | |
| 5/15/2025 | EP Wealth Advisors LLC | 38,454 | $4.84M | 0.0% | -3.0% | 0.038% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 39,843 | $5.02M | 0.1% | +0.3% | 0.039% | |
| 5/15/2025 | Royal Bank of Canada | 3,331,471 | $419.66M | 0.1% | -1.1% | 3.250% | |
| 5/15/2025 | Betterment LLC | 1,710,860 | $215.52M | 0.5% | -4.7% | 1.669% | |
| 5/15/2025 | MAI Capital Management | 76,249 | $9.61M | 0.1% | -2.9% | 0.074% | |
| 5/15/2025 | Baird Financial Group Inc. | 105,877 | $13.34M | 0.0% | -9.8% | 0.103% | |
| 5/15/2025 | Evergreen Capital Management LLC | 91,742 | $11.56M | 0.4% | +2.0% | 0.090% | |
| 5/15/2025 | Oarsman Capital Inc. | 1,807 | $228K | 0.0% | -10.4% | 0.002% | |
| 5/15/2025 | Earnest Partners LLC | 70,261 | $8.85M | 0.0% | -46.1% | 0.069% | |
| 5/14/2025 | Ieq Capital LLC | 4,693 | $591K | 0.0% | -18.0% | 0.005% | |
| 5/14/2025 | Widmann Financial Services Inc. | 23,419 | $2.95M | 2.3% | +3.0% | 0.023% | |
| 5/14/2025 | Corebridge Financial Inc. | 2,300 | $290K | 0.0% | -11.5% | 0.002% | |
| 5/14/2025 | Comerica Bank | 105,447 | $13.28M | 0.1% | +1.9% | 0.103% | |
| 5/14/2025 | Freedom Investment Management Inc. | 14,764 | $1.86M | 0.2% | -7.8% | 0.014% | |
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| 5/14/2025 | RPg Family Wealth Advisory LLC | 9,018 | $1.14M | 0.3% | N/A | 0.009% | |
| 5/14/2025 | Synovus Financial Corp | 70,528 | $8.88M | 0.1% | +1.1% | 0.069% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 353,733 | $44.56M | 0.0% | +0.2% | 0.345% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 4,574 | $576K | 0.0% | +40.6% | 0.004% | |
| 5/14/2025 | Strategies Wealth Advisors LLC | 2,420 | $305K | 0.0% | N/A | 0.002% | |
| 5/14/2025 | Kestra Advisory Services LLC | 178,596 | $22.50M | 0.1% | -1.8% | 0.174% | |
| 5/14/2025 | Broadview Financial Management LLC | 10,730 | $1.35M | 1.0% | -1.3% | 0.010% | |
| 5/14/2025 | Wescott Financial Advisory Group LLC | 216,782 | $27.31M | 2.8% | -5.8% | 0.211% | |
| 5/14/2025 | Monetary Management Group Inc. | 5,350 | $674K | 0.2% | +12.6% | 0.005% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,091,185 | $137.38M | 0.0% | -8.9% | 1.065% | |
| 5/14/2025 | Bragg Financial Advisors Inc | 4,240 | $534K | 0.0% | -6.2% | 0.004% | |
| 5/14/2025 | CW Advisors LLC | 10,580 | $1.34M | 0.0% | +70.6% | 0.010% | |
| 5/14/2025 | Summit Financial LLC | 6,168 | $777K | 0.0% | -62.5% | 0.006% | |
| 5/14/2025 | Estate Counselors LLC | 30,250 | $3.81M | 0.4% | N/A | 0.030% | |
| 5/14/2025 | United Asset Strategies Inc. | 16,714 | $2.11M | 0.2% | +2.2% | 0.016% | |
| 5/14/2025 | Flow Traders U.S. LLC | 3,101 | $391K | 0.0% | N/A | 0.003% | |
| 5/14/2025 | PGIM Custom Harvest LLC | 8,871 | $1.12M | 0.0% | -1.8% | 0.009% | |
| 5/14/2025 | TFB Advisors LLC | 15,927 | $2.01M | 0.6% | +2.5% | 0.016% | |
| 5/14/2025 | Luts & Greenleigh Group Inc. | 8,462 | $1.07M | 1.1% | -1.0% | 0.008% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 2,005 | $253K | 0.0% | -25.2% | 0.002% | |
| 5/14/2025 | Asset Management Group Inc. | 151,190 | $19.05M | 3.5% | -0.3% | 0.148% | |
| 5/14/2025 | Capital Analysts LLC | 8,397 | $1.06M | 0.0% | +2.0% | 0.008% | |
| 5/14/2025 | Berkshire Asset Management LLC PA | 3,236 | $408K | 0.0% | +4.1% | 0.003% | |
| 5/14/2025 | Hsbc Holdings PLC | 113,747 | $14.33M | 0.0% | +7.5% | 0.111% | |
| 5/14/2025 | Fuller & Thaler Asset Management Inc. | 18,738 | $2.36M | 0.0% | -65.8% | 0.018% | |
| 5/14/2025 | RWA Wealth Partners LLC | 27,775 | $3.50M | 0.0% | -0.6% | 0.027% | |
| 5/14/2025 | Wellington Management Group LLP | 175,806 | $22.15M | 0.0% | N/A | 0.172% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 12,021 | $1.51M | 0.0% | +5.8% | 0.012% | |
| 5/13/2025 | Northern Trust Corp | 177,484 | $22.36M | 0.0% | +31.8% | 0.173% | |
| 5/13/2025 | Mill Creek Capital Advisors LLC | 55,749 | $7.02M | 0.2% | -9.7% | 0.054% | |
| 5/13/2025 | Freestone Capital Holdings LLC | 5,442 | $686K | 0.0% | +2.7% | 0.005% | |
| 5/13/2025 | LWM Advisors Inc. | 32,137 | $4.05M | 4.2% | +0.6% | 0.031% | |
| 5/13/2025 | Cascade Financial Partners LLC | 2,806 | $353K | 0.0% | -11.4% | 0.003% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 119,408 | $15.04M | 0.1% | +4.4% | 0.116% | |
| 5/13/2025 | Intrepid Financial Planning Group LLC | 12,697 | $1.60M | 0.7% | +0.9% | 0.012% | |
| 5/13/2025 | Aldebaran Capital LLC | 40,045 | $5.04M | 4.8% | -0.9% | 0.039% | |
| 5/13/2025 | Raymond James Financial Inc. | 693,998 | $87.42M | 0.0% | -8.1% | 0.677% | |
| 5/13/2025 | Cresset Asset Management LLC | 14,945 | $1.88M | 0.0% | +14.8% | 0.015% | |
| 5/13/2025 | Twin Focus Capital Partners LLC | 70,747 | $8.91M | 1.4% | -2.9% | 0.069% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 14,316 | $1.80M | 0.1% | -5.3% | 0.014% | |
| 5/13/2025 | American Century Companies Inc. | 619,916 | $78.09M | 0.0% | N/A | 0.605% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 12,907 | $1.63M | 0.1% | -2.0% | 0.013% | |
| 5/13/2025 | Brandywine Global Investment Management LLC | 615 | $77K | 0.0% | +129.5% | 0.001% | |
| 5/13/2025 | Trivium Point Advisory LLC | 11,295 | $1.42M | 0.2% | -1.8% | 0.011% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 22,028 | $2.78M | 0.0% | +58.6% | 0.021% | |
| 5/13/2025 | Boston Partners | 9,060 | $1.13M | 0.0% | -33.1% | 0.009% | |
| 5/13/2025 | Heck Capital Advisors LLC | 11,604 | $1.46M | 0.2% | +76.8% | 0.011% | |
| 5/13/2025 | MSH Capital Advisors LLC | 23,282 | $2.93M | 0.9% | -2.7% | 0.023% | |
| 5/13/2025 | Russell Investments Group Ltd. | 978 | $123K | 0.0% | +94.8% | 0.001% | |
| 5/13/2025 | HighTower Advisors LLC | 222,485 | $28.03M | 0.0% | +35.9% | 0.217% | |
Elon’s backup plan for AI (Ad) Elon knows the future isn’t about smarter AI — it’s about powering it.
And this new technology is quietly becoming one of the most profitable stories of the year. Chris Rowe just shared the full details in a live presentation… Watch it here before it comes down. |
| 5/13/2025 | Nuance Investments LLC | 97,008 | $12.22M | 0.8% | -24.8% | 0.095% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 16,337 | $2.06M | 0.0% | -1.9% | 0.016% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,700 | $341K | 0.0% | -80.7% | 0.003% | |
| 5/12/2025 | Meridian Wealth Management LLC | 9,319 | $1.17M | 0.1% | +1.7% | 0.009% | |
| 5/12/2025 | Cooper Financial Group | 3,469 | $437K | 0.1% | -5.8% | 0.003% | |
| 5/12/2025 | Benjamin Edwards Inc. | 10,178 | $1.28M | 0.0% | +14.6% | 0.010% | |
| 5/12/2025 | Condor Capital Management | 21,593 | $2.72M | 0.3% | -17.4% | 0.021% | |
| 5/12/2025 | Koss Olinger Consulting LLC | 8,382 | $1.06M | 0.1% | N/A | 0.008% | |
| 5/12/2025 | First Western Trust Bank | 3,558 | $448K | 0.0% | -8.8% | 0.003% | |
| 5/12/2025 | Townsquare Capital LLC | 18,818 | $2.37M | 0.0% | +1.2% | 0.018% | |
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