| 8/6/2025 | Prospera Financial Services Inc | 5,226 | $336K | 0.0% | -4.5% | 0.021% | |
| 8/6/2025 | Legacy Wealth Managment LLC ID | 669 | $43K | 0.0% | -57.2% | 0.003% | |
| 8/6/2025 | Savant Capital LLC | 84,854 | $5.46M | 0.0% | -3.7% | 0.347% | |
| 8/6/2025 | Able Wealth Management LLC | 15,781 | $1.02M | 0.5% | -13.1% | 0.065% | |
| 8/5/2025 | Magnolia Capital Advisors LLC | 120,209 | $7.73M | 1.9% | -15.4% | 0.492% | |
| 8/5/2025 | 5T Wealth LLC | 62,566 | $4.02M | 1.9% | +130.0% | 0.256% | |
| 8/5/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,445 | $350K | 0.0% | -4.1% | 0.022% | |
| 8/4/2025 | IFG Advisory LLC | 20,507 | $1.32M | 0.1% | +7.7% | 0.084% | |
| 8/4/2025 | Daymark Wealth Partners LLC | 7,114 | $457K | 0.0% | -12.8% | 0.029% | |
| 8/1/2025 | Strategic Financial Services Inc. | 52,613 | $3.38M | 0.2% | +41.8% | 0.216% | |
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| 8/1/2025 | Brookwood Investment Group LLC | 7,745 | $498K | 0.1% | +5.0% | 0.032% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 14,431 | $928K | 0.0% | -11.6% | 0.059% | |
| 7/31/2025 | Wealthfront Advisers LLC | 19,347 | $1.24M | 0.0% | +8.5% | 0.079% | |
| 7/31/2025 | TSA Wealth Managment LLC | 16,495 | $1.06M | 0.4% | -2.7% | 0.068% | |
| 7/31/2025 | MN Wealth Advisors LLC | 14,748 | $948K | 0.6% | +85.0% | 0.060% | |
| 7/29/2025 | Systelligence LLC | 149,061 | $9.58M | 1.8% | N/A | 0.605% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 25,743 | $1.66M | 0.0% | -72.7% | 0.104% | |
| 7/28/2025 | Harbour Investments Inc. | 901 | $58K | 0.0% | -28.4% | 0.004% | |
| 7/25/2025 | MGO One Seven LLC | 3,482 | $224K | 0.0% | N/A | 0.014% | |
| 7/25/2025 | CWM LLC | 45,344 | $2.92M | 0.0% | +5,589.3% | 0.184% | |
| 7/24/2025 | Blue Trust Inc. | 4,298,078 | $276.32M | 3.3% | +3.8% | 17.436% | |
| 7/24/2025 | 3Chopt Investment Partners LLC | 48,059 | $3.09M | 0.7% | +84.9% | 0.195% | |
| 7/23/2025 | Detalus Advisors LLC | 3,938 | $253K | 0.1% | N/A | 0.016% | |
| 7/22/2025 | Belpointe Asset Management LLC | 11,821 | $760K | 0.0% | -2.0% | 0.048% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 10,080 | $648K | 0.1% | N/A | 0.041% | |
| 7/22/2025 | AWM Capital LLC | 3,444 | $221K | 0.0% | N/A | 0.014% | |
| 7/22/2025 | Kickstand Ventures LLC. | 10,080 | $648K | 0.2% | -2.7% | 0.041% | |
| 7/21/2025 | Ameriflex Group Inc. | 6,115 | $388K | 0.2% | +15.9% | 0.025% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 2,757 | $177K | 0.0% | N/A | 0.011% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 18,640 | $1.20M | 0.0% | N/A | 0.076% | |
| 7/17/2025 | Greenleaf Trust | 4,970 | $320K | 0.0% | N/A | 0.020% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 5,423 | $349K | 0.0% | -18.1% | 0.022% | |
| 7/17/2025 | Fifth Third Securities Inc. | 65,221 | $4.19M | 0.3% | +4.3% | 0.267% | |
| 7/17/2025 | Nova R Wealth Inc. | 148,113 | $9.52M | 4.4% | +5.0% | 0.607% | |
| 7/16/2025 | Kathmere Capital Management LLC | 62,664 | $4.03M | 0.3% | +0.5% | 0.257% | |
| 7/16/2025 | Blue Oak Capital LLC | 23,787 | $1.53M | 0.8% | +5.5% | 0.097% | |
| 7/16/2025 | Castleview Partners LLC | 5,512 | $354K | 0.2% | N/A | 0.023% | |
| 7/15/2025 | Palumbo Wealth Management LLC | 15,279 | $982K | 0.3% | +16.9% | 0.063% | |
| 7/15/2025 | Cassia Capital Partners LLC | 133,948 | $8.61M | 5.2% | -2.2% | 0.549% | |
| 7/15/2025 | Retireful LLC | 7,228 | $465K | 0.3% | N/A | 0.030% | |
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| 7/15/2025 | Kelly Financial Group LLC | 42,319 | $2.72M | 0.4% | -1.7% | 0.173% | |
| 7/10/2025 | Klaas Financial Asset Advisors LLC | 431,803 | $27.76M | 4.4% | +1.7% | 1.773% | |
| 7/10/2025 | NorthCrest Asset Manangement LLC | 27,205 | $1.76M | 0.0% | +23.7% | 0.112% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 11,594,195 | $749.22M | 1.2% | -0.3% | 47.615% | |
| 7/10/2025 | Professional Financial Advisors LLC | 22,158 | $1.43M | 0.3% | +4.3% | 0.091% | |
| 7/9/2025 | Shore Point Advisors LLC | 498,087 | $32.02M | 15.4% | 0.0% | 2.046% | |
| 7/9/2025 | Triumph Capital Management | 3,384 | $218K | 0.1% | N/A | 0.014% | |
| 6/6/2025 | Blue Oak Capital LLC | 22,550 | $1.27M | 0.7% | +64.5% | 0.094% | |
| 5/23/2025 | Strategic Financial Services Inc. | 37,092 | $2.09M | 0.1% | -1.8% | 0.157% | |
| 5/20/2025 | Belpointe Asset Management LLC | 12,064 | $680K | 0.0% | N/A | 0.051% | |
| 5/19/2025 | Jane Street Group LLC | 31,767 | $1.79M | 0.0% | N/A | 0.134% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 94,304 | $5.32M | 0.1% | -3.9% | 0.399% | |
| 5/16/2025 | ROSS JOHNSON & Associates LLC | 683 | $38K | 0.7% | N/A | 0.003% | |
| 5/16/2025 | Legacy Wealth Managment LLC ID | 1,564 | $88K | 0.1% | N/A | 0.007% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 186,912 | $10.53M | 0.1% | +7.0% | 0.791% | |
| 5/15/2025 | Vident Advisory LLC | 183,676 | $10.35M | 0.2% | +4.3% | 0.777% | |
| 5/14/2025 | Comerica Bank | 1,671 | $94K | 0.0% | -11.5% | 0.007% | |
| 5/14/2025 | Synovus Financial Corp | 12,303 | $693K | 0.0% | -15.2% | 0.052% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 5,634 | $318K | 0.0% | -8.2% | 0.024% | |
| 5/13/2025 | 17 Capital Partners LLC | 9,583 | $540K | 0.3% | +12.6% | 0.041% | |
| 5/13/2025 | HighTower Advisors LLC | 58,680 | $3.31M | 0.0% | -0.9% | 0.248% | |
| 5/9/2025 | Intrust Bank NA | 53,140 | $3.00M | 0.3% | -3.5% | 0.225% | |
| 5/9/2025 | Kickstand Ventures LLC. | 10,363 | $584K | 0.2% | N/A | 0.044% | |
| 5/8/2025 | IFG Advisory LLC | 19,048 | $1.07M | 0.1% | -2.4% | 0.081% | |
| 5/7/2025 | LPL Financial LLC | 198,346 | $11.18M | 0.0% | -17.7% | 0.839% | |
| 5/6/2025 | Cetera Investment Advisers | 39,151 | $2.21M | 0.0% | -1.0% | 0.166% | |
| 5/6/2025 | Brookwood Investment Group LLC | 7,374 | $416K | 0.1% | N/A | 0.031% | |
| 5/6/2025 | One Wealth Advisors LLC | 8,246 | $465K | 0.1% | N/A | 0.035% | |
| 5/5/2025 | West Wealth Group LLC | 90,494 | $5.13M | 1.5% | +6.5% | 0.383% | |
| 5/5/2025 | ARQ Wealth Advisors LLC | 171,997 | $9.69M | 3.6% | -3.4% | 0.728% | |
| 5/2/2025 | Mayflower Financial Advisors LLC | 8,363 | $471K | 0.1% | N/A | 0.036% | |
| 5/2/2025 | Larson Financial Group LLC | 10,416 | $587K | 0.0% | N/A | 0.045% | |
| 5/2/2025 | Wealthfront Advisers LLC | 17,834 | $1.01M | 0.0% | -6.9% | 0.077% | |
| 5/1/2025 | CWM LLC | 797 | $45K | 0.0% | N/A | 0.003% | |
| 5/1/2025 | Kathmere Capital Management LLC | 62,355 | $3.51M | 0.3% | +1.1% | 0.270% | |
| 5/1/2025 | Fifth Third Securities Inc. | 62,559 | $3.53M | 0.3% | +31.0% | 0.271% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 35,865 | $2.02M | 0.0% | N/A | 0.155% | |
| 4/29/2025 | Centennial Bank AR | 37,279 | $2.10M | 1.0% | -1.4% | 0.161% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 16,330 | $920K | 0.0% | -9.8% | 0.071% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 51,546 | $2.89M | 0.3% | N/A | 0.223% | |
| 4/28/2025 | Able Wealth Management LLC | 18,151 | $1.02M | 0.6% | +5.9% | 0.079% | |
| 4/28/2025 | Rossby Financial LCC | 1,268 | $72K | 0.0% | N/A | 0.005% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 10,981 | $619K | 0.1% | N/A | 0.048% | |
| 4/24/2025 | Shore Point Advisors LLC | 498,320 | $28.09M | 14.9% | -0.2% | 2.157% | |
| 4/24/2025 | 3Chopt Investment Partners LLC | 25,994 | $1.47M | 0.4% | N/A | 0.113% | |
| 4/24/2025 | Klaas Financial Asset Advisors LLC | 424,656 | $23.93M | 4.1% | +0.2% | 1.838% | |
| 4/23/2025 | Nova R Wealth Inc. | 141,069 | $7.95M | 3.9% | -0.4% | 0.611% | |
| 4/23/2025 | TSA Wealth Managment LLC | 16,948 | $955K | 0.4% | N/A | 0.073% | |
| 4/23/2025 | Daymark Wealth Partners LLC | 8,159 | $460K | 0.0% | -3.1% | 0.035% | |
| 4/23/2025 | Win Advisors Inc. | 31,400 | $1.77M | 0.9% | N/A | 0.136% | |
Why AMZN, GOOG, MSFT might destroy NVDA (Ad) Investing Legend Hints the End May be Near for These 3 Iconic Stocks
Futurist Eric Fry say Amazon, Tesla and Nvidia are all on the verge of major disruption. To help protect anyone with money invested in them, he's sharing three exciting stocks to replace them with. He gives away the names and tickers completely free in his brand-new "Sell This, Buy That" broadcast. Click to get the full details on Eric Fry's "Nvidia alternative" right here. |
| 4/23/2025 | Professional Financial Advisors LLC | 21,252 | $1.20M | 0.3% | +2.1% | 0.092% | |
| 4/22/2025 | 5T Wealth LLC | 27,203 | $1.53M | 0.8% | +179.6% | 0.118% | |
| 4/22/2025 | Palumbo Wealth Management LLC | 13,068 | $737K | 0.2% | +5.6% | 0.057% | |
| 4/22/2025 | Cassia Capital Partners LLC | 136,989 | $7.72M | 4.8% | -1.5% | 0.593% | |
| 4/21/2025 | Blue Trust Inc. | 4,141,628 | $233.42M | 3.0% | +3.8% | 17.929% | |
| 4/21/2025 | Silver Oak Securities Incorporated | 369,068 | $20.44M | 1.8% | N/A | 1.598% | |
| 4/21/2025 | MN Wealth Advisors LLC | 7,973 | $449K | 0.3% | N/A | 0.035% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 149,953 | $8.45M | 0.6% | +7.8% | 0.649% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 6,621 | $373K | 0.0% | +23.7% | 0.029% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 11,633,460 | $655.66M | 1.3% | +15.1% | 50.361% | |
