| 7/18/2025 | Pure Financial Advisors LLC | 283,770 | $37.23M | 0.7% | +0.5% | 0.391% | |
| 7/18/2025 | BSW Wealth Partners | 47,224 | $6.20M | 0.8% | -26.4% | 0.065% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 583 | $77K | 0.0% | +22.5% | 0.001% | |
| 7/18/2025 | Lockerman Financial Group Inc. | 2,034 | $267K | 0.4% | +16.4% | 0.003% | |
| 7/17/2025 | HB Wealth Management LLC | 89,617 | $11.76M | 0.1% | -5.4% | 0.123% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 83,305 | $10.93M | 0.0% | -4.0% | 0.115% | |
| 7/17/2025 | Global Trust Asset Management LLC | 4,990 | $655K | 0.4% | -23.2% | 0.007% | |
| 7/17/2025 | Avior Wealth Management LLC | 135,528 | $17.78M | 0.6% | +8.7% | 0.186% | |
| 7/17/2025 | Crane Advisory LLC | 7,126 | $941K | 0.2% | -1.9% | 0.010% | |
| 7/16/2025 | Marmo Financial Group LLC | 168,124 | $22.06M | 11.0% | +1.6% | 0.231% | |
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| 7/16/2025 | Cresta Advisors Ltd. | 21,202 | $2.78M | 1.4% | +13.6% | 0.029% | |
| 7/16/2025 | Strategic Investment Solutions Inc. IL | 4,720 | $619K | 0.2% | +2,095.3% | 0.006% | |
| 7/16/2025 | Kingsman Wealth Management Inc. | 1,696 | $222K | 0.1% | -10.5% | 0.002% | |
| 7/15/2025 | Mather Group LLC. | 26,824 | $3.52M | 0.0% | -1.1% | 0.037% | |
| 7/15/2025 | James J. Burns & Company LLC | 81,797 | $10.73M | 1.8% | -1.2% | 0.112% | |
| 7/15/2025 | Boyce & Associates Wealth Consulting Inc. | 8,496 | $1.12M | 1.0% | N/A | 0.012% | |
| 7/15/2025 | Boyd Wealth Management LLC | 29,788 | $3.91M | 1.7% | +3.6% | 0.041% | |
| 7/15/2025 | Revisor Wealth Management LLC | 13,449 | $1.79M | 0.6% | -8.8% | 0.018% | |
| 7/14/2025 | MFA Wealth Advisors LLC | 125,779 | $16.50M | 3.9% | +0.2% | 0.173% | |
| 7/14/2025 | Sentinel Pension Advisors LLC | 3,592 | $471K | 0.1% | +11.4% | 0.005% | |
| 7/14/2025 | Proathlete Wealth Management LLC | 190 | $25K | 0.0% | N/A | 0.000% | |
| 7/14/2025 | Iams Wealth Management LLC | 4,102 | $538K | 0.2% | N/A | 0.006% | |
| 7/14/2025 | Flagstar Advisors Inc. | 11,206 | $1.48M | 0.4% | +6.0% | 0.015% | |
| 7/14/2025 | Park Avenue Securities LLC | 2,265 | $297K | 0.0% | +11.9% | 0.003% | |
| 7/14/2025 | Sowell Financial Services LLC | 13,609 | $1.79M | 0.1% | +0.8% | 0.019% | |
| 7/11/2025 | Petredis Investment Advisors LLC | 363,074 | $47.64M | 4.2% | +2.7% | 0.499% | |
| 7/11/2025 | Colorado Capital Management Inc. | 34,219 | $4.49M | 1.9% | +15.3% | 0.047% | |
| 7/11/2025 | Hilltop Wealth Advisors LLC | 15,247 | $2M | 1.1% | -1.1% | 0.021% | |
| 7/11/2025 | Capital Advantage Inc. | 199,187 | $26.13M | 4.1% | -0.1% | 0.274% | |
| 7/11/2025 | Farther Finance Advisors LLC | 6,617 | $868K | 0.0% | -36.1% | 0.009% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 2,983 | $391K | 0.0% | +5.6% | 0.004% | |
| 7/11/2025 | UMB Bank n.a. | 1,120 | $147K | 0.0% | -10.6% | 0.002% | |
| 7/10/2025 | Pachira Investments Inc. | 63,753 | $8.36M | 6.3% | +6.3% | 0.088% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 78,059 | $10.41M | 0.0% | +4.5% | 0.108% | |
| 7/10/2025 | Focus Financial Network Inc. | 2,428 | $320K | 0.0% | +32.1% | 0.003% | |
| 7/9/2025 | Praetorian Wealth Management Inc. | 316,435 | $41.52M | 9.6% | N/A | 0.436% | |
| 7/9/2025 | Breakwater Investment Management | 32,212 | $4.23M | 1.6% | -2.0% | 0.044% | |
| 7/9/2025 | Procyon Advisors LLC | 13,000 | $1.71M | 0.2% | +9.2% | 0.018% | |
| 7/9/2025 | Westbourne Investments Inc. | 3,716 | $488K | 0.3% | -2.5% | 0.005% | |
| 7/9/2025 | Breakwater Capital Group | 107,168 | $14.06M | 2.3% | +4.4% | 0.148% | |
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 |
| 7/9/2025 | Balefire LLC | 2,835 | $372K | 0.1% | N/A | 0.004% | |
| 7/9/2025 | Fiduciary Alliance LLC | 52,294 | $6.86M | 0.5% | N/A | 0.072% | |
| 7/8/2025 | Richard P Slaughter Associates Inc | 34,671 | $4.55M | 0.9% | +33.0% | 0.048% | |
| 7/8/2025 | Goldstone Financial Group LLC | 5,082 | $678K | 0.1% | +6.2% | 0.007% | |
| 7/7/2025 | Wesbanco Bank Inc. | 38,572 | $5.06M | 0.2% | +0.5% | 0.053% | |
| 7/2/2025 | Crumly & Associates Inc. | 100,858 | $13.23M | 3.2% | +17.2% | 0.140% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 52,757 | $6.80M | 0.0% | -51.8% | 0.073% | |
| 6/17/2025 | Howe & Rusling Inc. | 40,136 | $5.17M | 0.4% | +10.8% | 0.056% | |
| 5/28/2025 | Silicon Valley Capital Partners | 25,798 | $3.28M | 0.4% | -6.3% | 0.036% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 1,628 | $210K | 0.0% | +24.7% | 0.002% | |
| 5/20/2025 | Focus Partners Wealth | 10,769 | $1.39M | 0.0% | +18.2% | 0.015% | |
| 5/19/2025 | Jane Street Group LLC | 1,752 | $226K | 0.0% | -69.3% | 0.002% | |
| 5/19/2025 | SCS Capital Management LLC | 7,836 | $1.01M | 0.0% | N/A | 0.011% | |
| 5/16/2025 | Ascent Group LLC | 8,184 | $1.05M | 0.0% | +1.9% | 0.012% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 8,922 | $1.15M | 0.0% | +363.5% | 0.013% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 52,757 | $6.80M | 0.0% | -51.8% | 0.075% | |
| 5/16/2025 | Jones Financial Companies Lllp | 48,093 | $6.20M | 0.0% | +100.8% | 0.068% | |
| 5/16/2025 | Sheridan Capital Management LLC | 147,583 | $19.02M | 13.9% | +1.5% | 0.210% | |
| 5/16/2025 | Raab & Moskowitz Asset Management LLC | 5,824 | $750K | 0.2% | +1.8% | 0.008% | |
| 5/16/2025 | NewEdge Advisors LLC | 11,597 | $1.49M | 0.0% | -6.5% | 0.017% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 10,076 | $1.30M | 0.0% | -55.6% | 0.014% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 8,215 | $1.06M | 0.0% | +2.7% | 0.012% | |
| 5/16/2025 | AQR Capital Management LLC | 3,767 | $485K | 0.0% | -2.1% | 0.005% | |
| 5/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 38,593 | $4.97M | 0.8% | -4.3% | 0.055% | |
| 5/15/2025 | EP Wealth Advisors LLC | 12,315 | $1.59M | 0.0% | +1.1% | 0.018% | |
| 5/15/2025 | Royal Bank of Canada | 673,415 | $86.76M | 0.0% | +10.1% | 0.958% | |
| 5/15/2025 | Betterment LLC | 2,640 | $340K | 0.0% | -4.1% | 0.004% | |
| 5/15/2025 | MAI Capital Management | 25,727 | $3.32M | 0.0% | -9.7% | 0.037% | |
| 5/15/2025 | Calton & Associates Inc. | 47,112 | $6.07M | 1.4% | +313.3% | 0.067% | |
| 5/15/2025 | Titleist Asset Management LLC | 100,033 | $12.89M | 1.5% | N/A | 0.142% | |
| 5/15/2025 | Baird Financial Group Inc. | 172,908 | $22.28M | 0.0% | +2.5% | 0.246% | |
| 5/15/2025 | WPG Advisers LLC | 16,363 | $2.11M | 2.0% | N/A | 0.023% | |
| 5/15/2025 | Graney & King LLC | 24,827 | $3.20M | 2.4% | +257.4% | 0.035% | |
| 5/14/2025 | CreativeOne Wealth LLC | 5,721 | $737K | 0.0% | +34.5% | 0.008% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 78,910 | $10.17M | 1.5% | N/A | 0.112% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 45,446 | $5.86M | 0.8% | N/A | 0.065% | |
| 5/14/2025 | Apexium Financial LP | 1,613 | $208K | 0.0% | -50.6% | 0.002% | |
| 5/14/2025 | Comerica Bank | 49,194 | $6.34M | 0.0% | +1.7% | 0.070% | |
| 5/14/2025 | Synovus Financial Corp | 3,351 | $432K | 0.0% | +13.3% | 0.005% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 205,727 | $26.19M | 2.5% | -0.9% | 0.293% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 62,399 | $8.04M | 0.0% | -16.1% | 0.089% | |
| 5/14/2025 | Kestra Advisory Services LLC | 308,701 | $39.77M | 0.2% | -0.2% | 0.439% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,700,543 | $219.13M | 0.1% | -0.2% | 2.420% | |
| 5/14/2025 | Resolute Advisors LLC | 39,452 | $5.08M | 1.5% | +0.5% | 0.056% | |
| 5/14/2025 | CW Advisors LLC | 6,106 | $787K | 0.0% | +43.0% | 0.009% | |
| 5/14/2025 | TFB Advisors LLC | 84,491 | $10.89M | 3.1% | -3.0% | 0.120% | |
| 5/14/2025 | Aspire Growth Partners LLC | 2,024 | $252K | 0.2% | N/A | 0.003% | |
| 5/14/2025 | Capital Analysts LLC | 1,008 | $130K | 0.0% | +21.4% | 0.001% | |
| 5/14/2025 | Tradition Wealth Management LLC | 24,957 | $3.22M | 0.3% | +0.6% | 0.036% | |
| 5/14/2025 | Texas Capital Bank Wealth Management Services Inc | 56,803 | $7.32M | 0.7% | -1.0% | 0.081% | |
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 |
| 5/14/2025 | Petix & Botte Co | 11,062 | $1.43M | 0.4% | -11.3% | 0.016% | |
| 5/14/2025 | RWA Wealth Partners LLC | 8,813 | $1.14M | 0.0% | +1.3% | 0.013% | |
| 5/13/2025 | Blue Edge Capital LLC | 169,854 | $21.88M | 3.5% | -0.2% | 0.242% | |
| 5/13/2025 | LWM Advisors Inc. | 3,306 | $411K | 0.4% | -3.6% | 0.005% | |
| 5/13/2025 | Raymond James Financial Inc. | 661,439 | $85.22M | 0.0% | -1.8% | 0.941% | |
| 5/13/2025 | Cresset Asset Management LLC | 125,568 | $16.18M | 0.1% | +0.8% | 0.179% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 37,133 | $4.78M | 0.3% | -4.4% | 0.053% | |
| 5/13/2025 | Trivium Point Advisory LLC | 1,667 | $215K | 0.0% | -18.5% | 0.002% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 2,179 | $281K | 0.0% | N/A | 0.003% | |
| 5/13/2025 | HighTower Advisors LLC | 712,570 | $91.81M | 0.1% | +51.6% | 1.014% | |
