8/27/2025 | Orion Porfolio Solutions LLC | 27,419 | $1.23M | 0.0% | +3.6% | 0.038% | |
8/26/2025 | Thrivent Financial for Lutherans | 6,763 | $302K | 0.0% | N/A | 0.009% | |
8/20/2025 | Forefront Wealth Partners LLC | 18,217 | $831K | 0.6% | +21.1% | 0.025% | |
8/15/2025 | Captrust Financial Advisors | 6,967 | $311K | 0.0% | -6.7% | 0.010% | |
8/15/2025 | WFA of San Diego LLC | 1,545 | $69K | 0.1% | N/A | 0.002% | |
8/15/2025 | Two Sigma Securities LLC | 14,190 | $634K | 0.1% | +88.7% | 0.020% | |
8/15/2025 | Orion Porfolio Solutions LLC | 27,419 | $1.23M | 0.0% | +3.6% | 0.038% | |
8/15/2025 | MML Investors Services LLC | 177,133 | $7.91M | 0.0% | -8.7% | 0.247% | |
8/15/2025 | IHT Wealth Management LLC | 14,465 | $646K | 0.0% | +21.0% | 0.020% | |
8/15/2025 | Great Valley Advisor Group Inc. | 66,656 | $2.98M | 0.1% | -26.6% | 0.093% | |
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8/15/2025 | Engineers Gate Manager LP | 8,812 | $394K | 0.0% | N/A | 0.012% | |
8/15/2025 | BNP Paribas Financial Markets | 115,945 | $5.18M | 0.0% | N/A | 0.162% | |
8/15/2025 | Bank of America Corp DE | 13,570,885 | $606.21M | 0.0% | +2.9% | 18.914% | |
8/15/2025 | Ameriprise Financial Inc. | 133,657 | $5.98M | 0.0% | -20.6% | 0.186% | |
8/14/2025 | Jane Street Group LLC | 423,757 | $18.93M | 0.0% | +570.7% | 0.591% | |
8/14/2025 | Raymond James Financial Inc. | 884,984 | $39.53M | 0.0% | +72.3% | 1.233% | |
8/14/2025 | Betterment LLC | 13,127,515 | $586.41M | 1.2% | +43.0% | 18.296% | |
8/14/2025 | Sei Investments Co. | 13,599 | $607K | 0.0% | +83.9% | 0.019% | |
8/14/2025 | Qube Research & Technologies Ltd | 13,055 | $583K | 0.0% | N/A | 0.018% | |
8/14/2025 | Cerity Partners LLC | 9,211 | $411K | 0.0% | +18.1% | 0.013% | |
8/13/2025 | Idaho Trust Co | 18,037 | $806K | 0.3% | -1.7% | 0.025% | |
8/13/2025 | First Trust Advisors LP | 9,584 | $428K | 0.0% | +9.3% | 0.013% | |
8/13/2025 | Beacon Pointe Advisors LLC | 54,486 | $2.43M | 0.0% | -2.0% | 0.076% | |
8/13/2025 | Fisher Asset Management LLC | 3,106,329 | $138.76M | 0.1% | -4.0% | 4.329% | |
8/13/2025 | Edgestream Partners L.P. | 24,002 | $1.07M | 0.0% | +84.0% | 0.033% | |
8/13/2025 | Stablepoint Partners LLC | 10,548 | $471K | 0.1% | -6.1% | 0.015% | |
8/13/2025 | Level Four Advisory Services LLC | 15,075 | $673K | 0.0% | -3.7% | 0.021% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 5,101,819 | $227.90M | 0.2% | +3.3% | 7.111% | |
8/13/2025 | Crabel Capital Management LLC | 13,893 | $621K | 0.4% | N/A | 0.019% | |
8/12/2025 | Laurel Wealth Advisors LLC | 44,670 | $2.00M | 0.0% | +4,367.0% | 0.062% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 8,375 | $374K | 0.0% | -10.3% | 0.012% | |
8/12/2025 | Global Retirement Partners LLC | 32,662 | $1.46M | 0.0% | N/A | 0.046% | |
8/12/2025 | Seeds Investor LLC | 73,670 | $3.29M | 0.8% | N/A | 0.103% | |
8/12/2025 | JPMorgan Chase & Co. | 763,043 | $34.09M | 0.0% | -87.9% | 1.063% | |
8/12/2025 | EFG Asset Management Americas Corp. | 36,409 | $1.63M | 0.3% | +4.0% | 0.051% | |
8/11/2025 | HHM Wealth Advisors LLC | 87,759 | $3.92M | 0.5% | +12.5% | 0.123% | |
8/11/2025 | Wealthspire Advisors LLC | 136,004 | $6.08M | 0.0% | -19.4% | 0.191% | |
8/11/2025 | Johnson Financial Group LLC | 33,556 | $1.50M | 0.1% | -50.6% | 0.047% | |
8/8/2025 | Tortoise Investment Management LLC | 11,830 | $528K | 0.1% | -50.7% | 0.017% | |
8/8/2025 | Rockefeller Capital Management L.P. | 23,388 | $1.05M | 0.0% | -29.1% | 0.033% | |
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In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom…
And only one company here in the U.S. can mine this obscure metal. Click here to get the details on this virtual monopoly. |
8/8/2025 | Avantax Advisory Services Inc. | 60,719 | $2.71M | 0.0% | +17.3% | 0.085% | |
8/8/2025 | Cetera Investment Advisers | 285,047 | $12.73M | 0.0% | -1.7% | 0.399% | |
8/8/2025 | Creative Planning | 17,265 | $771K | 0.0% | -11.1% | 0.024% | |
8/8/2025 | WealthShield Partners LLC | 48,320 | $2.16M | 0.3% | -5.5% | 0.068% | |
8/8/2025 | PNC Financial Services Group Inc. | 13,126 | $586K | 0.0% | +6.2% | 0.018% | |
8/8/2025 | JFG Wealth Management LLC | 41,630 | $1.86M | 0.4% | -19.4% | 0.058% | |
8/7/2025 | Vise Technologies Inc. | 41,183 | $1.84M | 0.1% | N/A | 0.058% | |
8/7/2025 | Allworth Financial LP | 415,739 | $18.57M | 0.1% | -7.0% | 0.583% | |
8/6/2025 | Stokes Family Office LLC | 17,937 | $801K | 0.1% | -2.0% | 0.025% | |
8/6/2025 | Moors & Cabot Inc. | 6,019 | $269K | 0.0% | -32.5% | 0.008% | |
8/5/2025 | Fourth Dimension Wealth LLC | 92,998 | $4.15M | 1.8% | +1.5% | 0.130% | |
8/5/2025 | Crestwood Advisors Group LLC | 197,508 | $8.82M | 0.2% | +25.3% | 0.277% | |
8/5/2025 | Oakwell Private Wealth Management LLC | 5,214 | $233K | 0.1% | N/A | 0.007% | |
8/5/2025 | Bank of Montreal Can | 1,672,375 | $74.71M | 0.0% | +13.9% | 2.344% | |
8/4/2025 | Balentine LLC | 100,918 | $4.51M | 0.2% | +3,573.8% | 0.141% | |
8/4/2025 | Savvy Advisors Inc. | 59,323 | $2.65M | 0.2% | +146.2% | 0.083% | |
8/4/2025 | HBK Sorce Advisory LLC | 246,967 | $11.03M | 0.3% | -9.8% | 0.346% | |
8/4/2025 | World Investment Advisors | 5,275 | $236K | 0.0% | +5.8% | 0.007% | |
8/4/2025 | Mayflower Financial Advisors LLC | 43,329 | $1.94M | 0.3% | -49.2% | 0.061% | |
8/1/2025 | Austin Private Wealth LLC | 652,787 | $29.16M | 2.3% | +80.7% | 0.915% | |
8/1/2025 | Facet Wealth Inc. | 6,094 | $271K | 0.0% | -82.2% | 0.009% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,828,870 | $81.70M | 0.0% | -5.0% | 2.563% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 15,123 | $676K | 0.0% | +17.0% | 0.021% | |
7/31/2025 | West Michigan Advisors LLC | 6,703 | $299K | 0.1% | N/A | 0.009% | |
7/31/2025 | Moser Wealth Advisors LLC | 36,440 | $1.63M | 0.8% | +2.8% | 0.051% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 416,232 | $18.59M | 0.8% | -1.7% | 0.583% | |
7/30/2025 | Fairway Wealth LLC | 16,228 | $725K | 0.2% | +204.7% | 0.023% | |
7/30/2025 | WBH Advisory Inc. | 28,349 | $1.27M | 0.1% | -17.3% | 0.040% | |
7/29/2025 | Forvis Mazars Wealth Advisors LLC | 12,300 | $549K | 0.0% | -4.8% | 0.017% | |
7/29/2025 | Arista Wealth Management LLC | 4,662 | $208K | 0.0% | -10.7% | 0.007% | |
7/29/2025 | Private Trust Co. NA | 869 | $39K | 0.0% | -56.0% | 0.001% | |
7/28/2025 | DORVAL Corp | 12,727 | $568K | 0.2% | -14.2% | 0.018% | |
7/28/2025 | Harbour Investments Inc. | 35,610 | $1.59M | 0.0% | -2.1% | 0.050% | |
7/28/2025 | Revolve Wealth Partners LLC | 412,345 | $18.42M | 2.4% | -2.8% | 0.578% | |
7/25/2025 | Atria Wealth Solutions Inc. | 9,622 | $430K | 0.0% | -57.9% | 0.013% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 29,799 | $1.33M | 0.0% | -30.7% | 0.042% | |
7/25/2025 | Sequoia Financial Advisors LLC | 17,058 | $762K | 0.0% | -28.4% | 0.024% | |
7/25/2025 | Total Clarity Wealth Management Inc. | 5,327 | $238K | 0.1% | N/A | 0.007% | |
7/25/2025 | CWM LLC | 77,460 | $3.46M | 0.0% | -24.8% | 0.109% | |
7/25/2025 | Ackerman Capital Advisors LLC | 86,660 | $3.87M | 0.9% | -73.2% | 0.121% | |
7/25/2025 | Concurrent Investment Advisors LLC | 5,657 | $253K | 0.0% | +17.2% | 0.008% | |
7/24/2025 | JFS Wealth Advisors LLC | 251,420 | $11.23M | 0.7% | -20.5% | 0.352% | |
7/24/2025 | Brucke Financial Inc. | 10,162 | $454K | 0.3% | +23.0% | 0.014% | |
7/24/2025 | Blue Trust Inc. | 1,497 | $67K | 0.0% | N/A | 0.002% | |
7/24/2025 | Blair William & Co. IL | 4,313 | $193K | 0.0% | -17.1% | 0.006% | |
7/24/2025 | Edge Financial Advisors LLC | 14,002 | $624K | 0.3% | -26.3% | 0.020% | |
7/23/2025 | Eagle Strategies LLC | 28,884 | $1.29M | 0.2% | -2.7% | 0.040% | |
7/23/2025 | Financial Life Advisors | 17,905 | $800K | 0.3% | -12.6% | 0.025% | |
7/23/2025 | Pure Portfolios Holdings LLC | 78,982 | $3.53M | 1.2% | -18.7% | 0.111% | |
7/23/2025 | Sax Wealth Advisors LLC | 14,390 | $643K | 0.0% | N/A | 0.020% | |
$100 Trillion “AI Metal” Found in American Ghost Town (Ad) Jeff Brown recently traveled to a ghost town in the middle of an American desert…
To investigate what could be the biggest technology story of this decade.
In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom…
And only one company here in the U.S. can mine this obscure metal. Click here to get the details on this virtual monopoly. |
7/23/2025 | SteelPeak Wealth LLC | 60,732 | $2.71M | 0.1% | +2.9% | 0.085% | |
7/22/2025 | Evensky & Katz LLC | 49,392 | $2.21M | 0.1% | -12.4% | 0.069% | |
7/22/2025 | Aquire Wealth Advisors LLC | 95,568 | $4.27M | 1.1% | +0.5% | 0.134% | |
7/22/2025 | Sage Financial Group Inc. | 11,678 | $522K | 0.0% | -90.0% | 0.016% | |
7/22/2025 | Simplicity Wealth LLC | 13,530 | $604K | 0.0% | N/A | 0.019% | |
7/22/2025 | Wealthcare Capital Partners LLC | 15,877 | $709K | 0.4% | -10.6% | 0.022% | |
7/22/2025 | Wealthcare Capital Management LLC | 153,835 | $6.87M | 0.7% | +10.0% | 0.216% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 631,414 | $28.21M | 0.6% | +51.7% | 0.885% | |
7/21/2025 | Ascent Group LLC | 11,930 | $533K | 0.0% | -1.9% | 0.017% | |
7/21/2025 | 1900 Wealth Management LLC | 23,436 | $1.05M | 0.1% | +393.3% | 0.033% | |