5/5/2025 | Transce3nd LLC | 6,843 | $158K | 0.1% | -8.7% | 0.005% | |
5/2/2025 | Parcion Private Wealth LLC | 985,215 | $22.70M | 1.9% | +13.8% | 0.786% | |
5/2/2025 | PAX Financial Group LLC | 10,673 | $246K | 0.0% | +14.8% | 0.009% | |
5/2/2025 | Sigma Planning Corp | 10,457 | $241K | 0.0% | N/A | 0.008% | |
5/1/2025 | Harmony Asset Management LLC | 10,300 | $237K | 0.1% | +10.8% | 0.008% | |
5/1/2025 | SteelPeak Wealth LLC | 115,568 | $2.66M | 0.1% | -1.7% | 0.092% | |
4/30/2025 | Bernardo Wealth Planning LLC | 35,341 | $814K | 0.2% | -2.2% | 0.028% | |
4/30/2025 | Allworth Financial LP | 454,642 | $10.23M | 0.1% | -10.5% | 0.363% | |
4/30/2025 | Axxcess Wealth Management LLC | 13,747 | $317K | 0.0% | N/A | 0.011% | |
4/30/2025 | Stratos Wealth Partners LTD. | 693,342 | $15.98M | 0.2% | +22.8% | 0.553% | |
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4/29/2025 | TD Private Client Wealth LLC | 79,802 | $1.84M | 0.1% | +1.1% | 0.064% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,618,171 | $37.28M | 0.0% | -36.5% | 1.290% | |
4/29/2025 | Concurrent Investment Advisors LLC | 48,711 | $1.12M | 0.0% | +9.4% | 0.039% | |
4/29/2025 | Bank of New York Mellon Corp | 1,651,422 | $38.05M | 0.0% | +7.4% | 1.317% | |
4/29/2025 | Elite Financial Inc. | 5,400 | $124K | 0.1% | N/A | 0.004% | |
4/29/2025 | Capital Investment Advisory Services LLC | 3,332 | $77K | 0.0% | +88.1% | 0.003% | |
4/29/2025 | Silver Oak Securities Incorporated | 13,835 | $318K | 0.0% | +10.3% | 0.011% | |
4/28/2025 | Revisor Wealth Management LLC | 30,292 | $698K | 0.3% | N/A | 0.024% | |
4/28/2025 | Private Trust Co. NA | 2,232 | $51K | 0.0% | +66.7% | 0.002% | |
4/28/2025 | Keybank National Association OH | 105,162 | $2.42M | 0.0% | -0.8% | 0.084% | |
4/25/2025 | Rochester Wealth Strategies LLC | 85,466 | $1.97M | 1.6% | N/A | 0.068% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 23,085 | $532K | 0.0% | +53.0% | 0.018% | |
4/25/2025 | Goodman Advisory Group LLC | 211,481 | $4.87M | 2.2% | -72.3% | 0.169% | |
4/25/2025 | Colonial River Investments LLC | 20,230 | $466K | 0.3% | N/A | 0.016% | |
4/24/2025 | Hicks Capital Management LLC | 15,337 | $353K | 0.5% | N/A | 0.012% | |
4/23/2025 | Tyche Wealth Partners LLC | 30,001 | $691K | 0.1% | -3.2% | 0.024% | |
4/23/2025 | Golden State Wealth Management LLC | 1,605 | $37K | 0.0% | -27.2% | 0.001% | |
4/23/2025 | Spire Wealth Management | 72,904 | $1.68M | 0.1% | +3.2% | 0.058% | |
4/23/2025 | Econ Financial Services Corp | 87,415 | $2.01M | 1.1% | +59.8% | 0.070% | |
4/23/2025 | IMG Wealth Management Inc. | 2,570 | $59K | 0.1% | N/A | 0.002% | |
4/23/2025 | AssuredPartners Investment Advisors LLC | 100,356 | $2.31M | 0.4% | +3.1% | 0.080% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 15,119 | $348K | 0.0% | +36.2% | 0.012% | |
4/22/2025 | Crews Bank & Trust | 27,360 | $630K | 0.1% | +37.6% | 0.022% | |
4/22/2025 | Bernardo Wealth Planning LLC | 35,341 | $814K | 0.2% | -2.2% | 0.028% | |
4/21/2025 | Proathlete Wealth Management LLC | 2,387 | $55K | 0.0% | N/A | 0.002% | |
4/21/2025 | Advisory Resource Group | 20,882 | $481K | 0.1% | +18.8% | 0.017% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 9,121 | $210K | 0.0% | -54.3% | 0.007% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 29,199 | $673K | 0.0% | +17.6% | 0.023% | |
4/17/2025 | Sowell Financial Services LLC | 24,031 | $554K | 0.0% | +5.3% | 0.019% | |
4/17/2025 | 1900 Wealth Management LLC | 292,239 | $6.73M | 0.6% | -53.0% | 0.233% | |
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad) I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history.
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4/17/2025 | Traphagen Investment Advisors LLC | 228,677 | $5.27M | 0.5% | +2.6% | 0.182% | |
4/17/2025 | Stewardship Advisors LLC | 322,455 | $7.43M | 2.0% | +10.1% | 0.257% | |
4/17/2025 | Dohj LLC | 15,746 | $363K | 0.1% | N/A | 0.013% | |
4/17/2025 | Cliftonlarsonallen Wealth Advisors LLC | 3,700,049 | $85.25M | 1.6% | +36.9% | 2.951% | |
4/16/2025 | Opal Wealth Advisors LLC | 4,145 | $96K | 0.0% | N/A | 0.003% | |
4/16/2025 | Pathway Financial Advisors LLC | 8,909 | $205K | 0.0% | N/A | 0.007% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 162,310 | $3.74M | 0.0% | +2.9% | 0.129% | |
4/15/2025 | First United Bank & Trust | 23,146 | $533K | 0.2% | +6.2% | 0.018% | |
4/15/2025 | CX Institutional | 787,564 | $18.15M | 0.7% | +3.6% | 0.628% | |
4/14/2025 | Farther Finance Advisors LLC | 6,219 | $144K | 0.0% | +44.6% | 0.005% | |
4/14/2025 | Miracle Mile Advisors LLC | 827,357 | $19.06M | 0.4% | +9.5% | 0.644% | |
4/14/2025 | UMB Bank n.a. | 68,199 | $1.57M | 0.0% | -20.0% | 0.053% | |
4/11/2025 | Independence Bank of Kentucky | 5,540 | $128K | 0.0% | +134.4% | 0.004% | |
4/11/2025 | Annex Advisory Services LLC | 785,365 | $18.10M | 0.5% | +10.3% | 0.612% | |
4/9/2025 | Merit Financial Group LLC | 42,782 | $986K | 0.0% | -1.8% | 0.033% | |
4/9/2025 | Anderson Hoagland & Co. | 377,866 | $8.38M | 1.0% | +2.3% | 0.294% | |
4/9/2025 | Towerpoint Wealth LLC | 10,094 | $233K | 0.1% | +9.8% | 0.008% | |
4/8/2025 | James J. Burns & Company LLC | 10,351 | $238K | 0.0% | -16.7% | 0.008% | |
4/8/2025 | Advisory Alpha LLC | 15,868 | $366K | 0.0% | -51.2% | 0.012% | |
4/7/2025 | GAMMA Investing LLC | 34,744 | $8.01M | 0.0% | +1,828.1% | 0.027% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 157,740 | $3.72M | 0.0% | -11.9% | 0.122% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 14,803 | $349K | 0.0% | +8.1% | 0.011% | |
2/24/2025 | Liberty Square Wealth Partners LLC | 10,437 | $246K | 0.1% | N/A | 0.008% | |
2/18/2025 | Harmony Asset Management LLC | 9,300 | $220K | 0.1% | N/A | 0.008% | |
2/18/2025 | MidWestOne Financial Group Inc. | 15,000 | $354K | 0.0% | N/A | 0.013% | |
2/18/2025 | Elequin Capital LP | 22,839 | $539K | 0.0% | N/A | 0.019% | |
2/18/2025 | First Heartland Consultants Inc. | 114,976 | $2.72M | 0.3% | -6.9% | 0.097% | |
2/18/2025 | Kolinsky Wealth Management LLC | 20,665 | $488K | 0.3% | +21.0% | 0.017% | |
2/17/2025 | Waverly Advisors LLC | 66,163 | $1.56M | 0.0% | -7.3% | 0.056% | |
2/17/2025 | Millennium Management LLC | 9,929 | $234K | 0.0% | N/A | 0.008% | |
2/17/2025 | Francis Financial Inc. | 35,408 | $836K | 0.2% | +7.6% | 0.030% | |
2/17/2025 | Clark Capital Management Group Inc. | 185,345 | $4.38M | 0.0% | +42.6% | 0.156% | |
2/17/2025 | EP Wealth Advisors LLC | 1,408,827 | $33.26M | 0.3% | +7.3% | 1.186% | |
2/17/2025 | Cetera Investment Advisers | 598,113 | $14.12M | 0.0% | +11.2% | 0.504% | |
2/17/2025 | Cary Street Partners Financial LLC | 11,077 | $262K | 0.0% | N/A | 0.009% | |
2/17/2025 | Ameriprise Financial Inc. | 1,571,318 | $37.35M | 0.0% | -9.3% | 1.323% | |
2/17/2025 | Aptus Capital Advisors LLC | 7,651 | $181K | 0.0% | +24.2% | 0.006% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 12,946 | $306K | 0.0% | -90.4% | 0.011% | |
2/14/2025 | Jane Street Group LLC | 374,209 | $8.84M | 0.0% | +1,164.2% | 0.315% | |
2/14/2025 | Westbourne Investments Inc. | 17,115 | $394K | 0.2% | N/A | 0.014% | |
2/14/2025 | Comerica Bank | 500,006 | $11.81M | 0.0% | -0.2% | 0.421% | |
2/14/2025 | Two Sigma Securities LLC | 12,694 | $300K | 0.0% | N/A | 0.011% | |
2/14/2025 | Integrated Wealth Concepts LLC | 76,958 | $1.82M | 0.0% | +19.1% | 0.065% | |
2/14/2025 | IHT Wealth Management LLC | 281,168 | $6.64M | 0.2% | +5.3% | 0.237% | |
2/14/2025 | Stifel Financial Corp | 721,592 | $17.04M | 0.0% | -6.2% | 0.608% | |
2/14/2025 | Vectors Research Management LLC | 21,004 | $496K | 0.2% | +17.8% | 0.018% | |
2/14/2025 | Transce3nd LLC | 7,493 | $177K | 0.1% | N/A | 0.006% | |
2/14/2025 | MML Investors Services LLC | 706,924 | $16.69M | 0.1% | +48.3% | 0.595% | |
2/14/2025 | Goodman Advisory Group LLC | 763,450 | $18.03M | 5.3% | +5.5% | 0.643% | |
2/13/2025 | NewEdge Advisors LLC | 28,350 | $669K | 0.0% | -29.6% | 0.024% | |
Shocking AI play that’s beats Nvidia by a country mile (Ad) You’ve seen the headlines about Nvidia. Now Tim Sykes is sounding the alarm — because what CEO Jensen Huang is about to announce could change the AI market once again.
Experts already predict the total addressable market could climb past $20 trillion. But Sykes believes most investors have missed what’s coming next.
He’s tracking a new shift — and says the biggest gains are still ahead. Click to find out what Nvidia’s CEO might reveal… and how Sykes is preparing to ride the wave. |
2/13/2025 | Main Street Financial Solutions LLC | 36,382 | $859K | 0.1% | +7.1% | 0.031% | |
2/13/2025 | Ally Invest Advisors Inc. | 24,561 | $580K | 0.1% | +31.4% | 0.021% | |
2/13/2025 | Mariner LLC | 40,724 | $961K | 0.0% | N/A | 0.034% | |
2/13/2025 | Trustmark National Bank Trust Department | 393,695 | $9.30M | 0.7% | -38.7% | 0.332% | |
2/13/2025 | Synovus Financial Corp | 13,207 | $312K | 0.0% | N/A | 0.011% | |
2/13/2025 | Seeds Investor LLC | 349,904 | $8.26M | 2.4% | N/A | 0.295% | |
2/13/2025 | Townsquare Capital LLC | 29,935 | $707K | 0.0% | +15.9% | 0.025% | |
2/13/2025 | Rockefeller Capital Management L.P. | 164,798 | $3.89M | 0.0% | -13.1% | 0.139% | |
2/13/2025 | First Foundation Advisors | 205,601 | $4.85M | 0.2% | -37.6% | 0.173% | |
2/13/2025 | Raymond James Financial Inc. | 641,717 | $15.15M | 0.0% | N/A | 0.540% | |