8/4/2025 | Creative Financial Designs Inc. ADV | 206,062 | $7.97M | 0.6% | -8.0% | 3.781% | |
8/1/2025 | Rossby Financial LCC | 2,101 | $81K | 0.0% | +1,411.5% | 0.039% | |
8/1/2025 | Envestnet Asset Management Inc. | 25,796 | $998K | 0.0% | +1.0% | 0.473% | |
7/31/2025 | Turning Point Benefit Group Inc. | 134,541 | $5.20M | 3.9% | +1,087.3% | 2.469% | |
7/30/2025 | Strategic Blueprint LLC | 16,002 | $619K | 0.0% | -20.7% | 0.294% | |
7/29/2025 | Values First Advisors Inc. | 1,355 | $52K | 0.0% | -53.7% | 0.025% | |
7/28/2025 | Harbour Investments Inc. | 1,447 | $56K | 0.0% | -20.9% | 0.027% | |
7/28/2025 | RFG Advisory LLC | 18,595 | $719K | 0.0% | +26.0% | 0.341% | |
7/25/2025 | Atria Wealth Solutions Inc. | 10,892 | $437K | 0.0% | +15.9% | 0.200% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 8,342 | $323K | 0.0% | -27.4% | 0.153% | |
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7/25/2025 | CWM LLC | 46,911 | $1.82M | 0.0% | +2.5% | 0.861% | |
7/24/2025 | Blue Trust Inc. | 1,487 | $58K | 0.0% | +30.9% | 0.027% | |
7/24/2025 | IFP Advisors Inc | 47,526 | $1.84M | 0.1% | +182.0% | 0.872% | |
7/23/2025 | Valmark Advisers Inc. | 63,390 | $2.45M | 0.0% | +10.8% | 1.185% | |
7/18/2025 | Vicus Capital | 16,383 | $634K | 0.1% | +8.4% | 0.306% | |
7/17/2025 | Kavar Capital Partners Group LLC | 6,974 | $270K | 0.0% | +19.7% | 0.130% | |
7/17/2025 | XY Planning Network Inc. | 44,373 | $1.72M | 0.6% | +55.9% | 0.829% | |
7/16/2025 | Moneywise Inc. | 18,770 | $726K | 0.3% | +10.0% | 0.351% | |
7/14/2025 | AdvisorNet Financial Inc | 1,034 | $40K | 0.0% | +69.0% | 0.019% | |
7/14/2025 | Sowell Financial Services LLC | 48,789 | $1.89M | 0.1% | N/A | 0.912% | |
7/11/2025 | Pioneer Wealth Management Group | 6,974 | $270K | 0.1% | N/A | 0.130% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 1,145 | $42K | 0.0% | N/A | 0.021% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 5,366 | $215K | 0.0% | -65.3% | 0.100% | |
7/7/2025 | O Connor Financial Group LLC | 153,339 | $6.15M | 2.7% | +2.6% | 2.866% | |
5/21/2025 | Geneos Wealth Management Inc. | 6,559 | $243K | 0.0% | +30.9% | 0.123% | |
5/16/2025 | Arete Wealth Advisors LLC | 8,707 | $323K | 0.0% | -22.2% | 0.163% | |
5/14/2025 | CreativeOne Wealth LLC | 136,614 | $5.06M | 0.2% | +267.9% | 2.554% | |
5/14/2025 | Kestra Advisory Services LLC | 100,588 | $3.73M | 0.0% | +89.3% | 1.880% | |
5/13/2025 | EverSource Wealth Advisors LLC | 62,430 | $2.31M | 0.1% | -4.5% | 1.167% | |
5/12/2025 | Bare Financial Services Inc | 218,057 | $8.07M | 3.1% | +6.0% | 4.076% | |
5/9/2025 | Atria Wealth Solutions Inc. | 9,400 | $348K | 0.0% | N/A | 0.190% | |
5/9/2025 | Sound Financial Strategies Group LLC | 44,756 | $1.66M | 1.5% | +14.5% | 0.904% | |
5/7/2025 | N.E.W. Advisory Services LLC | 2,316 | $86K | 0.0% | N/A | 0.047% | |
5/7/2025 | Frontier Asset Management LLC | 44,497 | $1.65M | 0.5% | -9.2% | 0.899% | |
5/7/2025 | LPL Financial LLC | 212,917 | $7.88M | 0.0% | +10.2% | 4.301% | |
5/7/2025 | First Heartland Consultants Inc. | 41,182 | $1.53M | 0.2% | +5.2% | 0.832% | |
5/6/2025 | Cetera Investment Advisers | 30,485 | $1.13M | 0.0% | +17.5% | 0.616% | |
5/5/2025 | OneAscent Wealth Management LLC | 31,358 | $1.16M | 0.5% | +9.2% | 0.633% | |
5/5/2025 | IFP Advisors Inc | 16,854 | $624K | 0.0% | +14.1% | 0.340% | |
5/5/2025 | OneAscent Financial Services LLC | 210,176 | $7.78M | 0.5% | +112.8% | 4.246% | |
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5/2/2025 | Mosaic Family Wealth Partners LLC | 6,159 | $228K | 0.0% | N/A | 0.124% | |
5/2/2025 | SageOak Financial LLC | 12,521 | $464K | 0.4% | +38.1% | 0.253% | |
5/1/2025 | CWM LLC | 45,789 | $1.70M | 0.0% | +3.3% | 0.925% | |
4/30/2025 | Allworth Financial LP | 9,415 | $337K | 0.0% | +100.7% | 0.190% | |
4/30/2025 | Values First Advisors Inc. | 2,929 | $108K | 0.1% | -29.1% | 0.059% | |
4/29/2025 | Envestnet Asset Management Inc. | 25,538 | $946K | 0.0% | +1.4% | 0.516% | |
4/29/2025 | Strategic Blueprint LLC | 20,176 | $747K | 0.0% | -17.2% | 0.408% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 223,946 | $8.29M | 0.7% | +6.9% | 4.524% | |
4/23/2025 | Kavar Capital Partners Group LLC | 5,824 | $216K | 0.0% | N/A | 0.118% | |
4/23/2025 | Symphony Financial Ltd. Co. | 5,942 | $202K | 0.1% | -10.8% | 0.120% | |
4/23/2025 | Moneywise Inc. | 17,057 | $632K | 0.3% | N/A | 0.345% | |
4/23/2025 | Valmark Advisers Inc. | 57,206 | $2.12M | 0.0% | +19.5% | 1.156% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 67,337 | $2.49M | 0.0% | +10.1% | 1.360% | |
4/22/2025 | XY Planning Network Inc. | 28,456 | $1.05M | 0.7% | +5.6% | 0.575% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 11,485 | $425K | 0.0% | +13.9% | 0.232% | |
4/17/2025 | Vicus Capital | 15,109 | $559K | 0.1% | +2.1% | 0.308% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 5,439 | $201K | 0.0% | N/A | 0.111% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 15,484 | $573K | 0.0% | +5.8% | 0.316% | |
4/15/2025 | Christian Investment Advisors Inc. | 327,698 | $12.74M | 8.9% | +0.5% | 6.688% | |
4/15/2025 | Strategic Equity Management | 19,983 | $740K | 0.3% | N/A | 0.408% | |
4/14/2025 | Whitaker Myers Wealth Managers LTD. | 10,851 | $402K | 0.1% | +11.6% | 0.221% | |
4/10/2025 | TrueWealth Advisors LLC | 16,465 | $610K | 0.2% | N/A | 0.336% | |
4/9/2025 | RFG Advisory LLC | 14,761 | $547K | 0.0% | N/A | 0.301% | |
4/7/2025 | O Connor Financial Group LLC | 149,508 | $5.54M | 2.9% | +1.6% | 3.051% | |
3/24/2025 | Mascagni Wealth Management Inc. | 1,034 | $40K | 0.0% | N/A | 0.022% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 14,640 | $572K | 0.0% | N/A | 0.308% | |
2/27/2025 | XY Planning Network Inc. | 26,946 | $1.05M | 0.8% | N/A | 0.567% | |
2/18/2025 | First Heartland Consultants Inc. | 39,150 | $1.53M | 0.1% | +15.3% | 1.119% | |
2/17/2025 | Cetera Investment Advisers | 25,949 | $1.01M | 0.0% | +3.4% | 0.741% | |
2/13/2025 | United Capital Financial Advisors LLC | 6,128 | $239K | 0.0% | N/A | 0.175% | |
2/13/2025 | CreativeOne Wealth LLC | 37,137 | $1.45M | 0.0% | N/A | 1.061% | |
2/13/2025 | Raymond James Financial Inc. | 5,615 | $219K | 0.0% | N/A | 0.160% | |
2/13/2025 | Faithward Advisors LLC | 185,818 | $7.26M | 1.2% | -1.0% | 5.309% | |
2/13/2025 | Advisory Services Network LLC | 7,959 | $311K | 0.0% | -13.9% | 0.227% | |
2/13/2025 | Envestnet Asset Management Inc. | 25,191 | $984K | 0.0% | +14.0% | 0.720% | |
2/12/2025 | Arete Wealth Advisors LLC | 11,188 | $438K | 0.0% | +34.6% | 0.320% | |
2/12/2025 | OneAscent Financial Services LLC | 98,782 | $3.86M | 0.3% | N/A | 2.822% | |
2/12/2025 | OneAscent Wealth Management LLC | 28,703 | $1.12M | 0.5% | +35.1% | 0.820% | |
2/11/2025 | LPL Financial LLC | 193,150 | $7.54M | 0.0% | +35.8% | 5.519% | |
2/11/2025 | SageOak Financial LLC | 9,066 | $354K | 0.3% | N/A | 0.259% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 209,533 | $8.18M | 0.7% | +7.8% | 5.987% | |
2/10/2025 | Harbour Investments Inc. | 1,840 | $72K | 0.0% | +59.3% | 0.053% | |
2/10/2025 | Commonwealth Equity Services LLC | 11,048 | $431K | 0.0% | +16.0% | 0.316% | |
2/10/2025 | Bare Financial Services Inc | 205,654 | $8.03M | 3.2% | +5.5% | 5.876% | |
2/10/2025 | EverSource Wealth Advisors LLC | 65,397 | $2.55M | 0.2% | +8.8% | 1.868% | |
2/7/2025 | Sowell Financial Services LLC | 48,189 | $1.88M | 0.1% | +134.6% | 1.377% | |
2/7/2025 | Frontier Asset Management LLC | 49,005 | $1.91M | 0.6% | -9.1% | 1.400% | |
2/6/2025 | Raymond James Financial Inc. | 5,615 | $219K | 0.0% | N/A | 0.160% | |
2/6/2025 | Sound Financial Strategies Group LLC | 39,086 | $1.53M | 1.3% | -4.0% | 1.117% | |
2/6/2025 | Atria Investments Inc | 18,593 | $726K | 0.0% | +19.0% | 0.531% | |
Elon’s BIGGEST warning yet? (Ad) Tesla's About to Prove Everyone Wrong... Again
Back in 2018, when Jeff Brown told everyone to buy Tesla…
The "experts" said Elon was finished and Tesla was headed for bankruptcy.
Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough. Click here to see why Tesla's about to prove everyone wrong... again. |
2/6/2025 | Jones Financial Companies Lllp | 3,474 | $136K | 0.0% | +188.3% | 0.099% | |
2/5/2025 | Christian Investment Advisors Inc. | 326,048 | $12.73M | 9.2% | N/A | 9.316% | |
2/4/2025 | Transcendent Capital Group LLC | 1,626 | $63K | 0.0% | N/A | 0.046% | |
2/4/2025 | IFP Advisors Inc | 14,777 | $577K | 0.0% | +36.4% | 0.422% | |
2/4/2025 | Midwest Capital Advisors LLC | 1,868 | $73K | 0.1% | N/A | 0.053% | |
2/3/2025 | Turning Point Benefit Group Inc. | 163,273 | $6.37M | 6.1% | N/A | 4.665% | |
1/30/2025 | Valmark Advisers Inc. | 47,877 | $1.87M | 0.0% | -8.9% | 1.368% | |
1/30/2025 | Allworth Financial LP | 4,691 | $190K | 0.0% | N/A | 0.134% | |
1/30/2025 | Vicus Capital | 14,802 | $578K | 0.1% | +7.2% | 0.423% | |
1/29/2025 | Values First Advisors Inc. | 4,129 | $161K | 0.1% | N/A | 0.118% | |