| 7/2/2026 | Versant Capital Management Inc | 568 | $31K | 0.0% | N/A | 0.000% | |
| 7/2/2026 | Diesslin Group Inc. | 6,488 | $351K | 0.1% | N/A | 0.004% | |
| 7/1/2026 | Noble Wealth Management PBC | 780 | $42K | 0.0% | -22.0% | 0.000% | |
| 6/10/2026 | Curry Webb Wealth Management LLC | 94,580 | $4.50M | 2.1% | N/A | 0.051% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 5,304 | $252K | 0.0% | -13.3% | 0.003% | |
| 6/3/2026 | NewEdge Advisors LLC | 30,731 | $1.46M | 0.0% | -4.6% | 0.017% | |
| 6/1/2026 | First Nebraska Trust Co | 7,815 | $371K | 0.0% | N/A | 0.004% | |
| 6/1/2026 | Keel Point LLC | 16,034 | $762K | 0.1% | +256.1% | 0.009% | |
| 5/27/2026 | Allen Capital Group LLC | 26,050 | $1.24M | 0.1% | -2.6% | 0.014% | |
| 5/27/2026 | Security Financial Services INC. | 62,048 | $2.95M | 0.5% | -8.7% | 0.034% | |
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| 5/26/2026 | Glenmede Trust Co. NA | 284,749 | $13.53M | 0.1% | -3.1% | 0.155% | |
| 5/19/2026 | McIlrath & Eck LLC | 401,266 | $19.07M | 1.4% | -4.1% | 0.218% | |
| 5/19/2026 | NewEdge Advisors LLC | 21,971 | $1.04M | 0.0% | -31.8% | 0.012% | |
| 5/19/2026 | Bank of America Corp DE | 11,102,869 | $527.72M | 0.0% | +0.8% | 6.033% | |
| 5/19/2026 | Arkadios Wealth Advisors | 156,793 | $7.45M | 0.1% | +373.0% | 0.085% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 1,767 | $84K | 0.0% | -13.9% | 0.001% | |
| 5/18/2026 | Readystate Asset Management LP | 16,080 | $764K | 0.0% | +33.5% | 0.009% | |
| 5/18/2026 | Royal Bank of Canada | 1,233,042 | $58.61M | 0.0% | +2.9% | 0.670% | |
| 5/18/2026 | Empowered Funds LLC | 25,436 | $1.21M | 0.0% | -9.6% | 0.014% | |
| 5/18/2026 | Estate Counselors LLC | 6,945 | $330K | 0.0% | N/A | 0.004% | |
| 5/16/2026 | Glen Eagle Advisors LLC | 31,724 | $1.51M | 0.2% | -5.2% | 0.017% | |
| 5/16/2026 | Quantinno Capital Management LP | 213,570 | $10.15M | 0.0% | +44.9% | 0.116% | |
| 5/15/2026 | Intelligence Driven Advisers LLC | 138,356 | $6.58M | 1.1% | -3.3% | 0.075% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 34,636 | $1.65M | 0.1% | +81.1% | 0.019% | |
| 5/15/2026 | Waverly Advisors LLC | 3,659,575 | $173.94M | 1.3% | -1.2% | 1.988% | |
| 5/14/2026 | Renaissance Technologies LLC | 29,800 | $1.42M | 0.0% | +26.8% | 0.016% | |
| 5/14/2026 | Klingman & Associates LLC | 618,139 | $29.38M | 1.4% | -9.3% | 0.336% | |
| 5/14/2026 | Modern Wealth Management LLC | 78,568 | $3.75M | 0.1% | +6.5% | 0.043% | |
| 5/14/2026 | RMG Wealth Management LLC | 2,573 | $135K | 0.0% | N/A | 0.001% | |
| 5/14/2026 | Lido Advisors LLC | 138,122 | $6.57M | 0.0% | +8.1% | 0.075% | |
| 5/13/2026 | Cetera Investment Advisers | 948,885 | $45.10M | 0.0% | +2.5% | 0.516% | |
| 5/13/2026 | Wealthspire Retirement LLC | 317,911 | $15.11M | 0.9% | +0.3% | 0.173% | |
| 5/13/2026 | Clearwater Capital Advisors LLC | 4,223 | $201K | 0.0% | N/A | 0.002% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 5,096,490 | $242.24M | 0.1% | -1.8% | 2.769% | |
| 5/6/2026 | Modera Wealth Management LLC | 36,812 | $1.75M | 0.0% | +2.5% | 0.020% | |
| 5/6/2026 | Assetmark Inc. | 7,945 | $378K | 0.0% | -12.9% | 0.004% | |
| 5/6/2026 | Prosperity Consulting Group LLC | 148,735 | $7.07M | 0.3% | -12.4% | 0.081% | |
| 5/5/2026 | Wealthfront Advisers LLC | 63,242 | $3.01M | 0.0% | +27.8% | 0.034% | |
| 5/5/2026 | D.A. Davidson & CO. | 2,109,275 | $100.25M | 0.6% | +2.6% | 1.146% | |
| 5/5/2026 | Compass Financial Group Inc. | 262,190 | $12.46M | 5.6% | -2.4% | 0.142% | |
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| 5/5/2026 | Journey Advisory Group LLC | 135,385 | $6.44M | 0.5% | -7.6% | 0.074% | |
| 5/5/2026 | Sanctuary Advisors LLC | 5,578 | $265K | 0.0% | N/A | 0.003% | |
| 5/5/2026 | Sigma Planning Corp | 49,161 | $2.34M | 0.1% | +6.5% | 0.027% | |
| 5/5/2026 | Flynn Zito Capital Management LLC | 424,698 | $20.19M | 6.4% | -2.2% | 0.231% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 16,977 | $807K | 0.0% | +4.3% | 0.009% | |
| 5/4/2026 | Center for Financial Planning Inc. | 19,625 | $933K | 0.1% | -3.7% | 0.011% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 12,307 | $623K | 0.0% | +14.1% | 0.007% | |
| 5/4/2026 | One Wealth Map LLC | 82,926 | $4.30M | 1.9% | -4.5% | 0.045% | |
| 5/2/2026 | Navigate Wealth Management LLC | 38,540 | $1.95M | 1.4% | N/A | 0.021% | |
| 5/2/2026 | Diversify Wealth Management LLC | 6,059 | $309K | 0.0% | +14.5% | 0.003% | |
| 5/1/2026 | Ferguson Wellman Capital Management Inc. | 4,990 | $237K | 0.0% | +5.2% | 0.003% | |
| 5/1/2026 | Fifth Third Bancorp | 138,000 | $6.56M | 0.0% | +2,018.2% | 0.075% | |
| 5/1/2026 | Sovran Advisors LLC | 12,347 | $639K | 0.0% | -1.6% | 0.007% | |
| 5/1/2026 | EQ Wealth Advisors LLC | 5,329 | $253K | 0.1% | -3.6% | 0.003% | |
| 5/1/2026 | Summit Financial Strategies Inc. | 8,861 | $421K | 0.0% | -7.1% | 0.005% | |
| 5/1/2026 | WealthShield Partners LLC | 15,255 | $725K | 0.1% | -2.2% | 0.008% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 40,285 | $1.92M | 0.0% | -1.5% | 0.022% | |
| 4/30/2026 | Whipplewood Advisors LLC | 31,580 | $1.50M | 0.8% | -3.3% | 0.017% | |
| 4/30/2026 | Kestra Advisory Services LLC | 78,240 | $3.72M | 0.0% | +5.3% | 0.042% | |
| 4/29/2026 | Saxon Interests Inc. | 503,630 | $23.94M | 8.2% | -2.3% | 0.273% | |
| 4/29/2026 | Resonant Capital Advisors LLC | 170,207 | $8.09M | 0.4% | +2.5% | 0.092% | |
| 4/29/2026 | Montz Harcus Wealth Management LLC | 331,940 | $15.78M | 6.4% | +6.1% | 0.180% | |
| 4/29/2026 | Integrated Advisors Network LLC | 10,374 | $493K | 0.0% | +12.2% | 0.006% | |
| 4/28/2026 | GM Advisory Group LLC | 34,929 | $1.66M | 0.1% | +166.1% | 0.019% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 11,061 | $526K | 0.0% | +7.4% | 0.006% | |
| 4/27/2026 | HB Wealth Management LLC | 35,994 | $1.71M | 0.0% | +0.7% | 0.020% | |
| 4/27/2026 | Osborne Partners Capital Management LLC | 236,444 | $11.24M | 0.6% | -1.5% | 0.128% | |
| 4/27/2026 | World Investment Advisors | 398,063 | $18.92M | 0.3% | +26.7% | 0.216% | |
| 4/27/2026 | Lodestar Private Asset Management LLC | 21,131 | $1.00M | 0.1% | +15.0% | 0.011% | |
| 4/27/2026 | Private Advisor Group LLC | 26,163 | $1.24M | 0.0% | -2.6% | 0.014% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 12,410 | $590K | 0.0% | -8.7% | 0.007% | |
| 4/25/2026 | Keybank National Association OH | 102,856 | $4.89M | 0.0% | +33.2% | 0.056% | |
| 4/25/2026 | Clarity Wealth Advisors LLC | 6,734 | $320K | 0.1% | -3.6% | 0.004% | |
| 4/24/2026 | Essex Financial Services Inc. | 275,840 | $13.11M | 0.7% | +7.8% | 0.150% | |
| 4/23/2026 | SJS Investment Consulting Inc. | 3,610 | $172K | 0.0% | +34.5% | 0.002% | |
| 4/23/2026 | Intrua Financial LLC | 25,139 | $1.20M | 0.1% | +13.8% | 0.014% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 138,282 | $6.57M | 0.0% | +12.1% | 0.075% | |
| 4/22/2026 | Sylvest Advisors LLC | 10,889 | $518K | 0.3% | N/A | 0.006% | |
| 4/22/2026 | Goodman Advisory Group LLC | 386,316 | $18.36M | 4.8% | -7.7% | 0.210% | |
| 4/22/2026 | Yoder Wealth Management Inc. | 76,780 | $3.65M | 1.7% | -0.6% | 0.042% | |
| 4/22/2026 | Creative Capital Management Investments LLC | 134,380 | $6.39M | 1.8% | -1.0% | 0.073% | |
| 4/21/2026 | Echo Wealth Management LLC | 10,438 | $496K | 0.3% | -14.9% | 0.006% | |
| 4/21/2026 | Foster & Motley Inc. | 10,482 | $498K | 0.0% | -5.6% | 0.006% | |
| 4/21/2026 | Davidson Trust Co. | 16,914 | $804K | 0.3% | +13.6% | 0.009% | |
| 4/20/2026 | Breakwater Capital Group | 449,867 | $21.38M | 2.9% | +0.1% | 0.244% | |
| 4/20/2026 | RFG Advisory LLC | 1,134,257 | $53.91M | 1.0% | -11.8% | 0.616% | |
| 4/18/2026 | CENTRAL TRUST Co | 75,028 | $3.57M | 0.1% | -4.7% | 0.041% | |
| 4/18/2026 | Berman McAleer LLC | 1,571,539 | $74.70M | 10.2% | +0.4% | 0.854% | |
| 4/18/2026 | Cidel Asset Management Inc. | 115,924 | $5.51M | 0.3% | -1.0% | 0.063% | |
| 4/17/2026 | Certified Advisory Corp | 53,226 | $2.53M | 0.2% | +8.6% | 0.029% | |
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad) Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain. Get the name and ticker of Louis Navellier's #1 AI stock free |
| 4/17/2026 | Baker Ellis Asset Management LLC | 318,719 | $15.15M | 1.8% | -1.1% | 0.173% | |
| 4/17/2026 | Bell Investment Advisors Inc | 49,603 | $2.36M | 0.4% | +2.8% | 0.027% | |
| 4/17/2026 | Novare Capital Management LLC | 37,268 | $1.77M | 0.1% | +1.2% | 0.020% | |
| 4/17/2026 | Webster Bank N. A. | 8,570 | $407K | 0.0% | +89.4% | 0.005% | |
| 4/17/2026 | Hanson & Doremus Investment Management | 2,005 | $95K | 0.0% | -29.0% | 0.001% | |
| 4/17/2026 | Brookstone Capital Management | 5,457 | $259K | 0.0% | -27.6% | 0.003% | |
| 4/16/2026 | Solitude Financial Services | 10,750 | $537K | 0.2% | -22.1% | 0.006% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 128,334 | $6.02M | 0.0% | +18.9% | 0.070% | |
| 3/16/2026 | Osbon Capital Management LLC | 945 | $44K | 0.0% | N/A | 0.001% | |
| 3/13/2026 | World Investment Advisors | 314,210 | $14.74M | 0.2% | -3.4% | 0.172% | |