| 7/10/2026 | Family Wealth Partners LLC | 80,497 | $3.00M | 0.9% | +14.0% | 1.220% | |
| 7/8/2026 | First Heartland Consultants Inc. | 29,496 | $1.10M | 0.1% | +42.6% | 0.447% | |
| 7/7/2026 | Ridgeline Wealth LLC | 21,136 | $789K | 0.5% | +4.6% | 0.320% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 54,720 | $1.97M | 0.1% | -11.0% | 0.842% | |
| 5/13/2026 | Cetera Investment Advisers | 44,739 | $1.61M | 0.0% | -1.7% | 0.688% | |
| 5/6/2026 | Independent Financial Group LLC | 6,437 | $232K | 0.0% | N/A | 0.099% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 40,802 | $1.47M | 0.0% | -29.3% | 0.628% | |
| 5/4/2026 | Bedel Financial Consulting Inc. | 8,895 | $321K | 0.0% | +26.2% | 0.137% | |
| 4/30/2026 | Kestra Advisory Services LLC | 102,356 | $3.69M | 0.0% | +20.1% | 1.575% | |
| 4/28/2026 | LVZ Inc. | 129,895 | $4.68M | 0.5% | +52.3% | 1.998% | |
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| 4/20/2026 | Blue Trust Inc. | 6,594 | $238K | 0.0% | -16.4% | 0.106% | |
| 4/18/2026 | Faithward Advisors LLC | 12,511 | $451K | 0.1% | +14.4% | 0.202% | |
| 4/17/2026 | Values First Advisors Inc. | 3,104 | $112K | 0.1% | -9.4% | 0.050% | |
| 4/17/2026 | Ocean Park Asset Management LLC | 70,614 | $2.55M | 0.1% | N/A | 1.139% | |
| 4/16/2026 | Kavar Capital Partners Group LLC | 6,727 | $242K | 0.0% | +10.2% | 0.109% | |
| 2/19/2026 | BFI Wealth Solutions LLC | 6,195 | $215K | 0.2% | N/A | 0.110% | |
| 2/18/2026 | NewEdge Advisors LLC | 5,799 | $201K | 0.0% | N/A | 0.103% | |
| 2/17/2026 | Cetera Investment Advisers | 45,510 | $1.58M | 0.0% | +3.7% | 0.805% | |
| 2/17/2026 | Osaic Holdings Inc. | 10,358 | $359K | 0.0% | +51.9% | 0.183% | |
| 2/17/2026 | Faithward Advisors LLC | 10,934 | $379K | 0.1% | -5.1% | 0.194% | |
| 2/13/2026 | Kestra Advisory Services LLC | 85,213 | $2.96M | 0.0% | +19.5% | 1.508% | |
| 2/12/2026 | Jane Street Group LLC | 280,681 | $9.73M | 0.0% | N/A | 4.968% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 9,789 | $339K | 0.0% | -11.7% | 0.173% | |
| 2/11/2026 | GWN Securities Inc. | 6,000 | $208K | 0.0% | N/A | 0.106% | |
| 2/11/2026 | Focus Partners Advisor Solutions LLC | 47,157 | $1.64M | 0.0% | -39.8% | 0.835% | |
| 2/11/2026 | LPL Financial LLC | 111,143 | $3.85M | 0.0% | +56.0% | 1.967% | |
| 2/11/2026 | OneAscent Financial Services LLC | 6,300 | $218K | 0.0% | -77.5% | 0.112% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 35,791 | $1.24M | 0.0% | +1.0% | 0.633% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 38,537 | $1.34M | 0.0% | +22,703.0% | 0.682% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 26,225 | $909K | 0.0% | +24.0% | 0.464% | |
| 2/9/2026 | Strategic Equity Management | 221,185 | $7.67M | 2.6% | +44.5% | 3.915% | |
| 2/9/2026 | Harbour Investments Inc. | 8,279 | $287K | 0.0% | -78.6% | 0.147% | |
| 2/6/2026 | EverSource Wealth Advisors LLC | 61,516 | $2.13M | 0.1% | +25.1% | 1.089% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 598,497 | $20.76M | 1.3% | +2,375.2% | 10.593% | |
| 2/6/2026 | 3EDGE Asset Management LP | 29,595 | $1.03M | 0.1% | +12.3% | 0.524% | |
| 2/6/2026 | Larson Financial Group LLC | 2,444 | $85K | 0.0% | +323.6% | 0.043% | |
| 2/5/2026 | Moneywise Inc. | 108,986 | $3.78M | 1.6% | +36.6% | 1.929% | |
| 2/4/2026 | Independent Advisor Alliance | 7,383 | $256K | 0.0% | N/A | 0.131% | |
| 2/4/2026 | 49 Wealth Management LLC | 7,976 | $277K | 0.0% | +13.7% | 0.141% | |
| 2/3/2026 | Sound Financial Strategies Group LLC | 107,549 | $3.73M | 2.6% | +2.8% | 1.904% | |
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| 2/3/2026 | Sigma Investment Counselors Inc. | 5,796 | $201K | 0.0% | N/A | 0.103% | |
| 2/2/2026 | Benjamin Edwards Inc. | 44,051 | $1.53M | 0.0% | N/A | 0.780% | |
| 2/2/2026 | LVZ Inc. | 85,302 | $2.96M | 0.3% | +0.6% | 1.510% | |
| 1/30/2026 | Turning Point Benefit Group Inc. | 80,416 | $2.79M | 1.5% | +53.7% | 1.423% | |
| 1/30/2026 | Values First Advisors Inc. | 3,425 | $119K | 0.1% | +23.7% | 0.061% | |
| 1/30/2026 | Sound Stewardship LLC | 56,089 | $1.95M | 0.9% | +17.4% | 0.993% | |
| 1/28/2026 | Geneos Wealth Management Inc. | 57,710 | $2.00M | 0.0% | +7.7% | 1.059% | |
| 1/26/2026 | O Connor Financial Group LLC | 340,087 | $12.32M | 4.9% | -1.5% | 6.240% | |
| 1/26/2026 | CWM LLC | 228,226 | $7.92M | 0.0% | +7.3% | 4.188% | |
| 1/26/2026 | WorthPointe LLC | 58,493 | $2.03M | 0.5% | N/A | 1.073% | |
| 1/26/2026 | XY Planning Network Inc. | 106,984 | $3.71M | 0.6% | +4.7% | 1.963% | |
| 1/23/2026 | Assetmark Inc. | 2,702 | $94K | 0.0% | +565.5% | 0.050% | |
| 1/22/2026 | Christian Investment Advisors Inc. | 24,603 | $853K | 0.7% | -90.1% | 0.451% | |
| 1/16/2026 | Blue Trust Inc. | 7,890 | $274K | 0.0% | +23.2% | 0.147% | |
| 1/14/2026 | Family Wealth Partners LLC | 46,889 | $1.63M | 0.6% | +123.1% | 0.876% | |
| 1/9/2026 | First Heartland Consultants Inc. | 18,186 | $631K | 0.0% | N/A | 0.322% | |
| 1/8/2026 | Ridgeline Wealth LLC | 21,940 | $761K | 0.5% | -2.7% | 0.388% | |
| 1/1/2026 | JPMorgan Chase & Co. | 22,555 | $753K | 0.0% | +16.4% | 0.470% | |
| 12/2/2025 | IFP Advisors Inc | 20,416 | $681K | 0.0% | +2.1% | 0.425% | |
| 11/17/2025 | Turning Point Benefit Group Inc. | 52,315 | $1.76M | 1.1% | +64.4% | 1.090% | |
| 11/17/2025 | United Capital Financial Advisors LLC | 79,382 | $2.65M | 0.0% | +19.2% | 1.654% | |
| 11/17/2025 | Susquehanna International Group LLP | 10,437 | $348K | 0.0% | -45.6% | 0.217% | |
| 11/17/2025 | Citadel Advisors LLC | 20,303 | $678K | 0.0% | +2.8% | 0.423% | |
| 11/14/2025 | Raymond James Financial Inc. | 9,329 | $311K | 0.0% | +25.2% | 0.194% | |
| 11/13/2025 | Betterment LLC | 16,336 | $545K | 0.0% | N/A | 0.340% | |
| 11/12/2025 | Focus Partners Advisor Solutions LLC | 78,371 | $2.66M | 0.0% | N/A | 1.633% | |
| 11/12/2025 | Family Wealth Partners LLC | 21,015 | $701K | 0.3% | N/A | 0.438% | |
| 11/10/2025 | EverSource Wealth Advisors LLC | 49,173 | $1.64M | 0.1% | +58.9% | 1.024% | |
| 11/7/2025 | Bedel Financial Consulting Inc. | 7,136 | $238K | 0.0% | -5.2% | 0.149% | |
| 11/7/2025 | JPMorgan Chase & Co. | 22,555 | $753K | 0.0% | +16.4% | 0.470% | |
| 11/5/2025 | Strategic Equity Management | 153,080 | $5.11M | 1.9% | -0.9% | 3.189% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 7,213 | $241K | 0.0% | -4.9% | 0.150% | |
| 11/4/2025 | Christian Investment Advisors Inc. | 249,281 | $8.32M | 6.7% | -19.8% | 5.193% | |
| 11/4/2025 | Jones Financial Companies Lllp | 40,594 | $1.34M | 0.0% | +72.6% | 0.846% | |
| 11/4/2025 | Winnow Wealth LLC | 1,648 | $56K | 0.0% | N/A | 0.034% | |
| 11/3/2025 | Foundations Investment Advisors LLC | 21,150 | $706K | 0.0% | +52.1% | 0.441% | |
| 10/31/2025 | OneAscent Financial Services LLC | 28,019 | $935K | 0.1% | -85.4% | 0.584% | |
| 10/30/2025 | 3EDGE Asset Management LP | 26,344 | $879K | 0.0% | +61.6% | 0.549% | |
| 10/27/2025 | LVZ Inc. | 84,831 | $2.83M | 0.3% | -12.5% | 1.767% | |
| 10/27/2025 | O Connor Financial Group LLC | 345,397 | $11.53M | 4.8% | -0.9% | 7.196% | |
| 10/24/2025 | Moneywise Inc. | 79,783 | $2.66M | 1.2% | +2.8% | 1.662% | |
| 10/23/2025 | Sound Financial Strategies Group LLC | 104,611 | $3.49M | 2.5% | -11.8% | 2.179% | |
| 10/23/2025 | Strategic Blueprint LLC | 18,453 | $616K | 0.0% | +7.1% | 0.384% | |
| 10/22/2025 | Geneos Wealth Management Inc. | 53,599 | $1.79M | 0.0% | +4.6% | 1.117% | |
| 10/21/2025 | Values First Advisors Inc. | 2,769 | $92K | 0.0% | +34.6% | 0.058% | |
| 10/17/2025 | Kavar Capital Partners Group LLC | 6,102 | $204K | 0.0% | N/A | 0.127% | |
| 10/15/2025 | CWM LLC | 212,679 | $7.10M | 0.0% | +33.7% | 4.431% | |
| 10/15/2025 | Sound Stewardship LLC | 47,765 | $1.59M | 0.8% | -9.9% | 1.027% | |
| 10/10/2025 | Ridgeline Wealth LLC | 22,556 | $753K | 0.6% | +16.4% | 0.485% | |
| 9/4/2025 | Osaic Holdings Inc. | 4,462 | $144K | 0.0% | -6.6% | 0.097% | |
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 |
| 8/18/2025 | Geneos Wealth Management Inc. | 51,218 | $1.65M | 0.0% | +414.5% | 1.113% | |
| 8/14/2025 | Jane Street Group LLC | 90,134 | $2.91M | 0.0% | +369.4% | 1.959% | |
| 8/14/2025 | Raymond James Financial Inc. | 7,452 | $241K | 0.0% | +6.9% | 0.162% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 30,954 | $1M | 0.0% | +40.4% | 0.673% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 35,400 | $1.14M | 0.0% | -2.8% | 0.770% | |
| 8/12/2025 | JPMorgan Chase & Co. | 19,374 | $626K | 0.0% | -9.3% | 0.421% | |
| 8/8/2025 | Cetera Investment Advisers | 25,717 | $831K | 0.0% | +9.0% | 0.559% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 13,902 | $449K | 0.0% | +13.5% | 0.302% | |
| 8/7/2025 | 49 Wealth Management LLC | 6,784 | $219K | 0.0% | N/A | 0.147% | |
| 8/6/2025 | Christian Investment Advisors Inc. | 310,648 | $10.03M | 6.9% | -22.4% | 6.753% | |