5/2/2025 | Bogart Wealth LLC | 5,718 | $170K | 0.0% | +10.2% | 0.022% | |
5/1/2025 | CWM LLC | 2,520 | $75K | 0.0% | -32.8% | 0.010% | |
5/1/2025 | Rainey & Randall Wealth Advisors Inc. | 713,988 | $21.24M | 4.2% | +0.4% | 2.694% | |
5/1/2025 | Acorn Wealth Advisors LLC | 64,138 | $1.91M | 0.8% | -4.7% | 0.242% | |
4/30/2025 | Allworth Financial LP | 23,963 | $677K | 0.0% | -5.1% | 0.090% | |
4/30/2025 | Principal Securities Inc. | 14,425 | $423K | 0.0% | +5.2% | 0.054% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 40,020 | $1.19M | 0.0% | -4.3% | 0.151% | |
4/29/2025 | Envestnet Asset Management Inc. | 38,954 | $1.16M | 0.0% | +95.6% | 0.147% | |
4/29/2025 | OneDigital Investment Advisors LLC | 10,798 | $321K | 0.0% | -9.1% | 0.041% | |
4/28/2025 | North Capital Inc. | 1,080 | $32K | 0.0% | N/A | 0.004% | |
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4/28/2025 | Red Mountain Financial LLC | 36,495 | $1.09M | 1.3% | +1.8% | 0.138% | |
4/28/2025 | DAVENPORT & Co LLC | 15,095 | $449K | 0.0% | -15.5% | 0.057% | |
4/25/2025 | Socha Financial Group LLC | 17,228 | $513K | 0.3% | -49.3% | 0.064% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 15,640 | $465K | 0.0% | -6.0% | 0.058% | |
4/23/2025 | Oppenheimer & Co. Inc. | 36,092 | $1.07M | 0.0% | +13.9% | 0.135% | |
4/22/2025 | Yoder Wealth Management Inc. | 60,634 | $1.80M | 1.0% | +2.0% | 0.226% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 47,505 | $1.41M | 0.0% | -6.8% | 0.177% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 8,539 | $254K | 0.0% | N/A | 0.032% | |
4/21/2025 | Friedenthal Financial | 104,357 | $3.11M | 1.9% | -0.7% | 0.389% | |
4/18/2025 | DHJJ Financial Advisors Ltd. | 14,815 | $441K | 0.2% | -2.8% | 0.055% | |
4/17/2025 | Janney Montgomery Scott LLC | 26,789 | $797K | 0.0% | -27.1% | 0.100% | |
4/17/2025 | Optas LLC | 31,371 | $933K | 0.2% | -3.1% | 0.117% | |
4/16/2025 | CRA Financial Services LLC | 18,726 | $557K | 0.1% | -14.5% | 0.070% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 55,665 | $1.66M | 0.0% | -3.4% | 0.208% | |
4/15/2025 | Focus Financial Network Inc. | 119,523 | $3.56M | 0.1% | +1.1% | 0.446% | |
4/15/2025 | Eagle Capital Management LLC | 28,376 | $844K | 0.4% | +3.3% | 0.106% | |
4/15/2025 | CX Institutional | 2,586 | $77K | 0.0% | N/A | 0.010% | |
4/14/2025 | Farther Finance Advisors LLC | 121,697 | $3.58M | 0.1% | +1,189.2% | 0.454% | |
4/11/2025 | SeaCrest Wealth Management LLC | 14,765 | $439K | 0.0% | -5.5% | 0.055% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 57,609 | $1.69M | 0.0% | -4.9% | 0.214% | |
2/19/2025 | Blue Sky Capital Consultants Group Inc. | 143,648 | $4.21M | 2.5% | N/A | 0.449% | |
2/18/2025 | Cornerstone Advisory LLC | 84,874 | $2.55M | 0.3% | -8.3% | 0.265% | |
2/18/2025 | First Heartland Consultants Inc. | 25,475 | $746K | 0.1% | -17.3% | 0.080% | |
2/17/2025 | Two Sigma Investments LP | 24,500 | $718K | 0.0% | -59.3% | 0.077% | |
2/17/2025 | Quantinno Capital Management LP | 16,984 | $498K | 0.0% | -4.9% | 0.053% | |
2/17/2025 | Graham Capital Management L.P. | 110,000 | $3.22M | 0.0% | N/A | 0.344% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 8,755 | $257K | 0.0% | N/A | 0.027% | |
2/17/2025 | Cetera Investment Advisers | 84,564 | $2.48M | 0.0% | -21.8% | 0.265% | |
2/17/2025 | Citadel Advisors LLC | 19,503 | $571K | 0.0% | +25.1% | 0.061% | |
2/17/2025 | Bank of America Corp DE | 490,360 | $14.37M | 0.0% | +4.0% | 1.534% | |
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2/17/2025 | BNP Paribas Financial Markets | 2,422 | $71K | 0.0% | -13.8% | 0.008% | |
2/17/2025 | Ameriprise Financial Inc. | 140,798 | $4.13M | 0.0% | -2.2% | 0.440% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 13,311 | $390K | 0.0% | -9.6% | 0.042% | |
2/14/2025 | Jane Street Group LLC | 19,959 | $585K | 0.0% | N/A | 0.062% | |
2/14/2025 | Lido Advisors LLC | 39,122 | $1.15M | 0.0% | +24.9% | 0.122% | |
2/14/2025 | Shorepoint Capital Partners LLC | 10,200 | $299K | 0.1% | +18.6% | 0.032% | |
2/14/2025 | Berger Financial Group Inc | 102,095 | $2.99M | 0.2% | -7.2% | 0.319% | |
2/14/2025 | IHT Wealth Management LLC | 14,707 | $431K | 0.0% | -43.1% | 0.046% | |
2/14/2025 | Stifel Financial Corp | 17,635 | $517K | 0.0% | -53.9% | 0.055% | |
2/14/2025 | OneDigital Investment Advisors LLC | 11,875 | $348K | 0.0% | -6.4% | 0.037% | |
2/14/2025 | Freedom Investment Management Inc. | 18,173 | $532K | 0.0% | -13.0% | 0.057% | |
2/13/2025 | NewEdge Advisors LLC | 9,373 | $275K | 0.0% | -12.5% | 0.029% | |
2/13/2025 | Raymond James Financial Inc. | 282,782 | $8.29M | 0.0% | N/A | 0.885% | |
2/13/2025 | Advisory Services Network LLC | 10,611 | $311K | 0.0% | -52.3% | 0.033% | |
2/13/2025 | Bank of Montreal Can | 175,413 | $5.14M | 0.0% | -2.8% | 0.549% | |
2/13/2025 | Cerity Partners LLC | 9,108 | $267K | 0.0% | -10.1% | 0.028% | |
2/13/2025 | Envestnet Asset Management Inc. | 19,915 | $584K | 0.0% | -32.1% | 0.062% | |
2/13/2025 | Wells Fargo & Company MN | 259,866 | $7.61M | 0.0% | -7.0% | 0.813% | |
2/12/2025 | Walled Lake Planning & Wealth Management LLC | 365,639 | $10.71M | 4.0% | +5.3% | 1.144% | |
2/12/2025 | CIBC Private Wealth Group LLC | 3,853 | $116K | 0.0% | -33.0% | 0.012% | |
2/12/2025 | JPMorgan Chase & Co. | 184,034 | $5.39M | 0.0% | -4.2% | 0.576% | |
2/12/2025 | Ausdal Financial Partners Inc. | 46,706 | $1.37M | 0.1% | N/A | 0.146% | |
2/11/2025 | FCA Corp TX | 140,472 | $4.12M | 1.3% | +0.8% | 0.439% | |
2/11/2025 | LPL Financial LLC | 581,950 | $17.05M | 0.0% | -13.7% | 1.820% | |
2/11/2025 | Runnymede Capital Advisors Inc. | 1,200 | $35K | 0.0% | N/A | 0.004% | |
2/10/2025 | Corient Private Wealth LLC | 23,372 | $685K | 0.0% | -10.1% | 0.073% | |
2/10/2025 | Natixis Advisors LLC | 10,366 | $304K | 0.0% | -23.2% | 0.032% | |
2/10/2025 | Commonwealth Equity Services LLC | 136,121 | $3.99M | 0.0% | -18.2% | 0.426% | |
2/7/2025 | HighTower Advisors LLC | 2,230,080 | $65.34M | 0.1% | +0.8% | 6.976% | |
2/6/2025 | Raymond James Financial Inc. | 282,782 | $8.29M | 0.0% | N/A | 0.885% | |
2/6/2025 | Proficio Capital Partners LLC | 29,300 | $858K | 0.0% | N/A | 0.092% | |
2/6/2025 | Kapstone Financial Advisors LLC | 16,010 | $499K | 0.3% | -4.9% | 0.050% | |
2/6/2025 | Jones Financial Companies Lllp | 22,851 | $670K | 0.0% | +12.9% | 0.071% | |
2/5/2025 | Proficio Capital Partners LLC | 29,300 | $858K | 0.0% | N/A | 0.092% | |
2/5/2025 | Oppenheimer & Co. Inc. | 31,698 | $929K | 0.0% | -49.7% | 0.099% | |
2/4/2025 | Lake Street Advisors Group LLC | 11,500 | $337K | 0.0% | -14.8% | 0.036% | |
2/4/2025 | Acorn Wealth Advisors LLC | 67,287 | $1.97M | 0.8% | -4.7% | 0.210% | |
2/4/2025 | Rainey & Randall Wealth Advisors Inc. | 711,010 | $20.83M | 4.1% | +0.8% | 2.224% | |
2/3/2025 | Pacific Sun Financial Corp | 6,830 | $200K | 0.1% | -9.3% | 0.021% | |
2/3/2025 | Private Advisor Group LLC | 127,182 | $3.73M | 0.0% | +0.5% | 0.398% | |
1/31/2025 | Blue Chip Partners LLC | 62,577 | $1.83M | 0.2% | N/A | 0.196% | |
1/31/2025 | JFS Wealth Advisors LLC | 1,970 | $58K | 0.0% | N/A | 0.006% | |
1/30/2025 | Allworth Financial LP | 25,250 | $777K | 0.0% | +1,007.5% | 0.079% | |
1/30/2025 | Principal Securities Inc. | 13,717 | $402K | 0.0% | -82.0% | 0.043% | |
1/30/2025 | Montag A & Associates Inc. | 1,815 | $53K | 0.0% | N/A | 0.006% | |
1/30/2025 | DHJJ Financial Advisors Ltd. | 15,237 | $446K | 0.2% | -2.3% | 0.048% | |
1/29/2025 | Perissos Private Wealth Management LLC | 12,472 | $365K | 0.3% | -7.4% | 0.039% | |
1/29/2025 | Focus Financial Network Inc. | 118,242 | $3.47M | 0.1% | +0.7% | 0.370% | |
1/28/2025 | Socha Financial Group LLC | 33,976 | $995K | 0.5% | -56.0% | 0.106% | |
1/27/2025 | Financial Advocates Investment Management | 8,064 | $236K | 0.0% | -15.4% | 0.025% | |
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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1/24/2025 | Optas LLC | 32,364 | $948K | 0.2% | -5.1% | 0.101% | |
1/24/2025 | McAdam LLC | 63,403 | $1.86M | 0.1% | -9.6% | 0.198% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 41,820 | $1.23M | 0.0% | N/A | 0.131% | |
1/24/2025 | Sylvest Advisors LLC | 11,400 | $334K | 0.2% | N/A | 0.036% | |
1/24/2025 | DAVENPORT & Co LLC | 17,855 | $523K | 0.0% | -5.6% | 0.056% | |
1/24/2025 | Yoder Wealth Management Inc. | 59,456 | $1.74M | 1.0% | +8.6% | 0.186% | |
1/23/2025 | Hartford Financial Management Inc. | 64,537 | $1.89M | 0.4% | -9.8% | 0.202% | |
1/22/2025 | Peak Financial Management Inc. | 85,397 | $2.50M | 0.7% | -4.8% | 0.267% | |
1/22/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 9,440 | $277K | 0.0% | N/A | 0.030% | |
1/21/2025 | PCG Wealth Advisors LLC | 31,579 | $925K | 0.3% | -15.2% | 0.099% | |