| 6/2/2025 | Modern Wealth Management LLC | 6,424 | $253K | 0.0% | +10.4% | 0.002% | |
| 5/29/2025 | Apeiron RIA LLC | 22,572 | $889K | 0.3% | +2.3% | 0.008% | |
| 5/28/2025 | GK Wealth Management LLC | 17,829 | $702K | 0.8% | N/A | 0.006% | |
| 5/21/2025 | McAdam LLC | 50,402 | $1.98M | 0.1% | -32.0% | 0.018% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 269,684 | $10.62M | 0.4% | +3.8% | 0.098% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 8,814 | $347K | 0.1% | N/A | 0.003% | |
| 5/20/2025 | Belpointe Asset Management LLC | 50,006 | $1.97M | 0.1% | +141.6% | 0.018% | |
| 5/20/2025 | Focus Partners Wealth | 2,126,900 | $83.74M | 0.2% | +14.2% | 0.775% | |
| 5/20/2025 | Integrity Alliance LLC. | 230,055 | $9.06M | 0.4% | +59.9% | 0.084% | |
| 5/19/2025 | Jane Street Group LLC | 1,472,993 | $57.99M | 0.0% | N/A | 0.537% | |
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| 5/19/2025 | Advisory Alpha LLC | 1,166,226 | $45.90M | 1.6% | +4.8% | 0.425% | |
| 5/19/2025 | SCS Capital Management LLC | 37,057 | $1.46M | 0.0% | N/A | 0.013% | |
| 5/16/2025 | Ascent Group LLC | 56,032 | $2.21M | 0.1% | -4.7% | 0.020% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 70,350 | $2.77M | 0.2% | +44.2% | 0.026% | |
| 5/16/2025 | Great Lakes Advisors LLC | 446,006 | $17.56M | 0.2% | -71.3% | 0.162% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 613,468 | $24.15M | 0.6% | +17.0% | 0.223% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 104,799 | $4.13M | 0.0% | +6.6% | 0.038% | |
| 5/16/2025 | Kestra Investment Management LLC | 321,015 | $12.64M | 0.4% | +11.0% | 0.117% | |
| 5/16/2025 | Knightsbridge Asset Management LLC | 425,894 | $16.77M | 4.1% | +1.4% | 0.155% | |
| 5/16/2025 | Jones Financial Companies Lllp | 3,084 | $121K | 0.0% | -77.1% | 0.001% | |
| 5/16/2025 | Obsidian Personal Planning Solutions LLC | 129,341 | $5.10M | 2.3% | -9.4% | 0.047% | |
| 5/16/2025 | Financial Strategies Group Inc. | 566,590 | $21.41M | 5.0% | +0.9% | 0.206% | |
| 5/16/2025 | Redwood Financial Network Corp | 11,619 | $457K | 0.3% | -2.6% | 0.004% | |
| 5/16/2025 | National Wealth Management Group LLC | 9,104 | $358K | 0.2% | +22.6% | 0.003% | |
| 5/16/2025 | NewEdge Advisors LLC | 730,558 | $28.76M | 0.2% | +2.4% | 0.266% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 134,695 | $5.30M | 0.1% | -5.1% | 0.049% | |
| 5/16/2025 | AQR Capital Management LLC | 31,388 | $1.24M | 0.0% | +80.2% | 0.011% | |
| 5/15/2025 | EP Wealth Advisors LLC | 34,023 | $1.34M | 0.0% | -2.7% | 0.012% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 67,678 | $2.66M | 0.0% | +6.7% | 0.025% | |
| 5/15/2025 | Royal Bank of Canada | 1,042,018 | $41.03M | 0.0% | -5.1% | 0.380% | |
| 5/15/2025 | Betterment LLC | 812,518 | $31.99M | 0.1% | +10.6% | 0.296% | |
| 5/15/2025 | MAI Capital Management | 36,790 | $1.45M | 0.0% | -11.1% | 0.013% | |
| 5/15/2025 | Calton & Associates Inc. | 13,887 | $547K | 0.1% | +9.3% | 0.005% | |
| 5/15/2025 | Second Line Capital LLC | 226,218 | $8.91M | 2.3% | +4.7% | 0.082% | |
| 5/15/2025 | Certior Financial Group LLC | 20,854 | $821K | 0.7% | N/A | 0.008% | |
| 5/15/2025 | Pinnacle Wealth Planning Services Inc. | 89,296 | $3.52M | 0.5% | -1.6% | 0.033% | |
| 5/15/2025 | JDM Financial Group LLC | 190,498 | $7.50M | 3.8% | +4.0% | 0.069% | |
| 5/15/2025 | Tortoise Investment Management LLC | 312,109 | $12.29M | 1.3% | +3.2% | 0.114% | |
| 5/14/2025 | Valley Financial Group Inc. | 17,731 | $698K | 0.5% | +7.4% | 0.006% | |
| 5/14/2025 | CreativeOne Wealth LLC | 107,791 | $4.24M | 0.1% | +10.4% | 0.039% | |
Utah’s New Oil Find (Ad) The Real Reason 218,000 Acres Just Vanished
The government just quietly leased 218,000 acres in the middle of the Utah's Black Desert. Why? Not for oil discovery. Or uranium or solar. Instead, what’s happening beneath this patch of sand is the discovery of a new kind of energy. Google, Buffett, and a even tech billionaires like Gates, Bezos, and Zuckerberg are grabbing a stake. Find out why this could be the most lucrative "underground" energy story in America |
| 5/14/2025 | WCG Wealth Advisors LLC | 385,202 | $15.17M | 1.2% | -13.3% | 0.140% | |
| 5/14/2025 | Jane Street Group LLC | 1,472,993 | $57.99M | 0.0% | N/A | 0.537% | |
| 5/14/2025 | Comerica Bank | 156,170 | $6.15M | 0.0% | +10.4% | 0.057% | |
| 5/14/2025 | Freedom Investment Management Inc. | 6,121 | $241K | 0.0% | -16.3% | 0.002% | |
| 5/14/2025 | Synovus Financial Corp | 9,822 | $387K | 0.0% | N/A | 0.004% | |
| 5/14/2025 | SVB Wealth LLC | 4,416 | $174K | 0.0% | -30.0% | 0.002% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 7,058 | $278K | 0.0% | +48.5% | 0.003% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 3,274,058 | $128.90M | 0.1% | +4.7% | 1.193% | |
| 5/14/2025 | Phoenix Wealth Advisors | 78,335 | $3.08M | 1.3% | +21.8% | 0.029% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 7,400 | $291K | 0.0% | N/A | 0.003% | |
| 5/14/2025 | Leslie Global Wealth LLC | 60,034 | $2.36M | 1.2% | +0.6% | 0.022% | |
| 5/14/2025 | Strategies Wealth Advisors LLC | 11,911 | $469K | 0.1% | -5.4% | 0.004% | |
| 5/14/2025 | Kestra Advisory Services LLC | 57,074 | $2.25M | 0.0% | -2.2% | 0.021% | |
| 5/14/2025 | Broadview Financial Management LLC | 15,978 | $629K | 0.5% | +2.0% | 0.006% | |
| 5/14/2025 | Rede Wealth LLC | 13,768 | $542K | 0.2% | +3.3% | 0.005% | |
| 5/14/2025 | Compound Planning Inc. | 42,130 | $1.66M | 0.1% | -6.4% | 0.015% | |
| 5/14/2025 | Hobbs Group Advisors LLC | 9,234 | $364K | 0.1% | +31.5% | 0.003% | |
| 5/14/2025 | Ameriprise Financial Inc. | 5,060,826 | $199.23M | 0.1% | +0.7% | 1.844% | |
| 5/14/2025 | Bragg Financial Advisors Inc | 7,920 | $312K | 0.0% | -14.9% | 0.003% | |
| 5/14/2025 | CW Advisors LLC | 150,766 | $5.94M | 0.1% | -3.4% | 0.055% | |
| 5/14/2025 | Summit Financial LLC | 65,160 | $2.57M | 0.1% | +3.6% | 0.024% | |
| 5/14/2025 | United Asset Strategies Inc. | 16,224 | $639K | 0.1% | -21.3% | 0.006% | |
| 5/14/2025 | TFB Advisors LLC | 6,914 | $272K | 0.1% | N/A | 0.003% | |
| 5/14/2025 | Capital Analysts LLC | 150,994 | $5.95M | 0.2% | +14.8% | 0.055% | |
| 5/14/2025 | Vertex Planning Partners LLC | 50,794 | $2M | 0.4% | +66.1% | 0.019% | |
| 5/14/2025 | RWA Wealth Partners LLC | 17,125 | $674K | 0.0% | -2.5% | 0.006% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 2,136,956 | $84.13M | 0.9% | +12.8% | 0.778% | |
| 5/13/2025 | Brooklyn Investment Group | 805 | $32K | 0.0% | N/A | 0.000% | |
| 5/13/2025 | Cascade Financial Partners LLC | 189,861 | $7.48M | 0.9% | +7.6% | 0.069% | |
| 5/13/2025 | Knuff & Co LLC | 739 | $29K | 0.0% | N/A | 0.000% | |
| 5/13/2025 | Raymond James Financial Inc. | 2,118,499 | $83.41M | 0.0% | +6.5% | 0.772% | |
| 5/13/2025 | Alliance Wealth Advisors LLC UT | 55,825 | $2.20M | 0.6% | +197.8% | 0.020% | |
| 5/13/2025 | Global Endowment Management LP | 43,580 | $1.72M | 0.2% | +126.6% | 0.016% | |
| 5/13/2025 | Redmond Asset Management LLC | 8,529 | $336K | 0.1% | +6.4% | 0.003% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 14,350 | $565K | 0.0% | -93.2% | 0.005% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 16,328 | $643K | 0.8% | +28.4% | 0.006% | |
| 5/13/2025 | NFP Retirement Inc. | 18,913 | $745K | 0.1% | +2.6% | 0.007% | |
| 5/13/2025 | Brooklyn FI LLC | 120,349 | $4.74M | 1.5% | +10.4% | 0.044% | |
| 5/13/2025 | WESCAP Management Group Inc. | 50,355 | $1.98M | 0.5% | -14.4% | 0.018% | |
| 5/13/2025 | HighTower Advisors LLC | 1,274,182 | $50.17M | 0.1% | +13.2% | 0.464% | |
| 5/13/2025 | Peak Financial Management Inc. | 252,964 | $9.96M | 3.0% | +3.8% | 0.092% | |
| 5/12/2025 | Kohmann Bosshard Financial Services LLC | 46,680 | $1.84M | 0.2% | -5.8% | 0.017% | |
| 5/12/2025 | Tranquilli Financial Advisor LLC | 90,265 | $3.55M | 2.2% | +6.8% | 0.033% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 18,595,619 | $732.11M | 1.6% | -0.3% | 6.774% | |
| 5/12/2025 | Maia Wealth LLC | 23,234 | $878K | 0.2% | +58.8% | 0.008% | |
| 5/12/2025 | Independent Advisor Alliance | 58,765 | $2.31M | 0.1% | -82.1% | 0.021% | |
| 5/12/2025 | Northeast Financial Group Inc. | 21,589 | $850K | 0.3% | -13.5% | 0.008% | |
| 5/12/2025 | Atlas Capital Advisors Inc. | 371,670 | $14.63M | 1.8% | -9.0% | 0.135% | |
| 5/12/2025 | True North Advisors LLC | 8,568 | $337K | 0.1% | -28.3% | 0.003% | |
| 5/12/2025 | Benjamin Edwards Inc. | 21,489 | $846K | 0.0% | -10.2% | 0.008% | |
Utah’s New Oil Find (Ad) The Real Reason 218,000 Acres Just Vanished
The government just quietly leased 218,000 acres in the middle of the Utah's Black Desert. Why? Not for oil discovery. Or uranium or solar. Instead, what’s happening beneath this patch of sand is the discovery of a new kind of energy. Google, Buffett, and a even tech billionaires like Gates, Bezos, and Zuckerberg are grabbing a stake. Find out why this could be the most lucrative "underground" energy story in America |
| 5/12/2025 | Koss Olinger Consulting LLC | 878,265 | $34.58M | 2.9% | +2.7% | 0.320% | |
| 5/12/2025 | Townsquare Capital LLC | 2,360,591 | $92.94M | 1.0% | +10.1% | 0.860% | |
| 5/12/2025 | Bristlecone Advisors LLC | 98,614 | $3.88M | 0.3% | +2.0% | 0.036% | |
| 5/12/2025 | Savvy Advisors Inc. | 196,649 | $7.74M | 0.8% | +33.6% | 0.072% | |
| 5/12/2025 | WBH Advisory Inc. | 50,577 | $1.99M | 0.2% | +4.0% | 0.018% | |
| 5/9/2025 | R. W. Roge & Company Inc. | 68,213 | $2.69M | 1.5% | -45.8% | 0.025% | |
| 5/9/2025 | Blue Barn Wealth LLC | 94,917 | $3.74M | 1.9% | +12.9% | 0.035% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 165,722 | $6.52M | 0.0% | -17.0% | 0.060% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 99,324 | $3.91M | 0.1% | -4.4% | 0.036% | |
| 5/9/2025 | Intrust Bank NA | 81,182 | $3.20M | 0.3% | +36.3% | 0.030% | |
