| 8/1/2025 | GWN Securities Inc. | 5,200 | $446K | 0.1% | +96.9% | 0.035% | |
| 8/1/2025 | SYM FINANCIAL Corp | 136,238 | $11.66M | 1.3% | +0.5% | 0.922% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 168,970 | $14.46M | 0.0% | -0.9% | 1.144% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 11,436 | $979K | 0.0% | N/A | 0.077% | |
| 7/31/2025 | Silver Oak Advisory Group Inc. | 91,247 | $7.81M | 3.8% | -1.8% | 0.618% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 30,893 | $2.64M | 0.1% | -0.7% | 0.209% | |
| 7/30/2025 | Studio Investment Management LLC | 24,815 | $2.12M | 0.4% | +9.7% | 0.168% | |
| 7/30/2025 | D.A. Davidson & CO. | 41,557 | $3.56M | 0.0% | +7.9% | 0.281% | |
| 7/30/2025 | Pacific Sun Financial Corp | 11,684 | $1M | 0.5% | -5.3% | 0.079% | |
| 7/29/2025 | Aspiriant LLC | 340,934 | $29.17M | 0.9% | +957.1% | 2.308% | |
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| 7/29/2025 | Rodgers & Associates LTD | 10,185 | $872K | 0.1% | +60.5% | 0.069% | |
| 7/28/2025 | Mutual Advisors LLC | 56,544 | $5.07M | 0.1% | +10.5% | 0.383% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 22,390 | $1.92M | 0.5% | N/A | 0.152% | |
| 7/25/2025 | Integrated Capital Management Inc. | 39,364 | $3.37M | 2.6% | -0.5% | 0.266% | |
| 7/25/2025 | St. Louis Trust Co | 16,300 | $1.40M | 0.2% | N/A | 0.110% | |
| 7/25/2025 | CWM LLC | 90,527 | $7.75M | 0.0% | -4.5% | 0.613% | |
| 7/25/2025 | Ackerman Capital Advisors LLC | 17,564 | $1.50M | 0.3% | +22.9% | 0.119% | |
| 7/25/2025 | Inman Jager Wealth Management LLC | 21,979 | $1.88M | 1.3% | +30.8% | 0.149% | |
| 7/24/2025 | Brandywine Oak Private Wealth LLC | 34,355 | $2.94M | 0.3% | -1.2% | 0.233% | |
| 7/23/2025 | Valmark Advisers Inc. | 4,955 | $424K | 0.0% | -5.9% | 0.034% | |
| 7/23/2025 | Asset Planning Corporation | 123,949 | $10.61M | 5.6% | +14.9% | 0.839% | |
| 7/22/2025 | Relyea Zuckerberg Hanson LLC | 8,017 | $686K | 0.1% | -25.3% | 0.054% | |
| 7/22/2025 | Evensky & Katz LLC | 23,211 | $1.99M | 0.1% | -3.6% | 0.157% | |
| 7/22/2025 | Integrated Capital Management LLC | 6,741 | $594K | 0.3% | -3.5% | 0.046% | |
| 7/17/2025 | Mokosak Advisory Group LLC | 90,596 | $7.75M | 2.2% | +2.2% | 0.613% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 7,906 | $677K | 0.0% | -6.3% | 0.054% | |
| 7/17/2025 | Stone Summit Wealth LLC | 3,731 | $319K | 0.1% | -8.6% | 0.025% | |
| 7/17/2025 | Avior Wealth Management LLC | 90,984 | $7.79M | 0.3% | +1,388.4% | 0.616% | |
| 7/16/2025 | Legend Financial Advisors Inc. | 96,376 | $8.25M | 5.5% | -0.9% | 0.652% | |
| 7/15/2025 | Family Wealth Partners LLC | 10,081 | $863K | 0.3% | N/A | 0.068% | |
| 7/14/2025 | Park Avenue Securities LLC | 64,815 | $5.55M | 0.1% | N/A | 0.439% | |
| 7/11/2025 | Farther Finance Advisors LLC | 3,358 | $287K | 0.0% | -26.4% | 0.023% | |
| 7/11/2025 | Diversified Trust Co | 6,377 | $546K | 0.0% | N/A | 0.043% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 74,302 | $6.65M | 0.0% | +229.6% | 0.502% | |
| 7/10/2025 | RFG Holdings Inc. | 46,817 | $4.01M | 1.2% | -41.6% | 0.316% | |
| 7/9/2025 | Bruce G. Allen Investments LLC | 2,297 | $197K | 0.1% | +272.3% | 0.016% | |
| 7/9/2025 | Riversedge Advisors LLC | 103,387 | $8.85M | 1.7% | +43.5% | 0.698% | |
| 6/17/2025 | Howe & Rusling Inc. | 1,175 | $99K | 0.0% | -13.7% | 0.008% | |
| 5/16/2025 | Jones Financial Companies Lllp | 929,258 | $77.97M | 0.1% | +2,323,045.0% | 6.245% | |
| 5/16/2025 | Financial Strategies Group Inc. | 12,785 | $1.07M | 0.3% | +53.3% | 0.086% | |
The End of Elon Musk…? (Ad) The End of Elon Musk? Don't make him laugh.
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And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again.
According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime. Click here to see why the "End of Elon" crowd is about to be wrong again. |
| 5/15/2025 | First Manhattan CO. LLC. | 123,416 | $10.36M | 0.0% | -0.8% | 0.829% | |
| 5/15/2025 | Royal Bank of Canada | 34,750 | $2.92M | 0.0% | -10.6% | 0.234% | |
| 5/14/2025 | Legend Financial Advisors Inc. | 97,213 | $8.16M | 6.0% | +5.9% | 0.653% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 26,046 | $2.19M | 0.0% | +15.0% | 0.175% | |
| 5/14/2025 | RWA Wealth Partners LLC | 9,561 | $802K | 0.0% | +33.9% | 0.064% | |
| 5/14/2025 | Wellington Management Group LLP | 104,131 | $8.74M | 0.0% | -12.8% | 0.700% | |
| 5/13/2025 | Raymond James Financial Inc. | 254,440 | $21.35M | 0.0% | +2.5% | 1.710% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 9,170 | $770K | 0.0% | N/A | 0.062% | |
| 5/13/2025 | Evensky & Katz LLC | 24,085 | $2.02M | 0.1% | -4.8% | 0.162% | |
| 5/9/2025 | Silver Oak Advisory Group Inc. | 92,924 | $7.80M | 4.1% | -2.9% | 0.639% | |
| 5/9/2025 | Ackerman Capital Advisors LLC | 14,292 | $1.20M | 0.3% | +10.7% | 0.098% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 353,903 | $29.70M | 2.3% | +10.4% | 2.432% | |
| 5/7/2025 | LPL Financial LLC | 102,632 | $8.61M | 0.0% | -12.9% | 0.705% | |
| 5/7/2025 | Keyvantage Wealth LLC | 8,786 | $737K | 0.4% | -67.0% | 0.060% | |
| 5/7/2025 | Integrated Investment Consultants LLC | 27,089 | $2.27M | 0.3% | +20.5% | 0.182% | |
| 5/6/2025 | Cetera Investment Advisers | 34,647 | $2.91M | 0.0% | +4.5% | 0.238% | |
| 5/6/2025 | Atria Investments Inc | 161,464 | $13.55M | 0.2% | +0.4% | 1.110% | |
| 5/6/2025 | SYM FINANCIAL Corp | 135,529 | $11.37M | 1.4% | -1.8% | 0.931% | |
| 5/6/2025 | American Financial & Tax Strategies Inc. | 21,642 | $1.82M | 1.0% | -3.8% | 0.149% | |
| 5/5/2025 | Cannon Financial Strategists Inc. | 117,192 | $9.83M | 1.7% | +4.7% | 0.805% | |
| 5/5/2025 | Lowery Thomas LLC | 5,117 | $429K | 0.3% | -37.0% | 0.035% | |
| 5/5/2025 | Integrated Capital Management LLC | 6,987 | $586K | 0.3% | -28.9% | 0.048% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 6,669 | $560K | 0.0% | -2.1% | 0.046% | |
| 5/2/2025 | Sigma Planning Corp | 5,388 | $452K | 0.0% | -36.0% | 0.037% | |
| 5/1/2025 | Asset Dedication LLC | 584 | $49K | 0.0% | N/A | 0.004% | |
| 5/1/2025 | CWM LLC | 94,806 | $7.96M | 0.0% | -4.9% | 0.652% | |
| 5/1/2025 | Riversedge Advisors LLC | 72,052 | $6.05M | 1.3% | -0.6% | 0.495% | |
| 4/30/2025 | Phillips Financial Management LLC | 13,980 | $1.17M | 0.1% | +1.0% | 0.096% | |
| 4/30/2025 | Sierra Capital LLC | 9,396 | $788K | 0.1% | +36.6% | 0.065% | |
| 4/30/2025 | Brown Advisory Inc. | 5,101 | $428K | 0.0% | -10.9% | 0.035% | |
| 4/29/2025 | TD Private Client Wealth LLC | 2,873 | $241K | 0.0% | +550.0% | 0.020% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 170,443 | $14.30M | 0.0% | -0.3% | 1.171% | |
| 4/29/2025 | One Day In July LLC | 205,730 | $17.26M | 1.7% | +0.1% | 1.414% | |
| 4/29/2025 | World Investment Advisors | 44,902 | $3.77M | 0.1% | N/A | 0.309% | |
| 4/28/2025 | D.A. Davidson & CO. | 38,524 | $3.23M | 0.0% | +4.6% | 0.265% | |
| 4/28/2025 | Mutual Advisors LLC | 51,151 | $4.02M | 0.1% | N/A | 0.352% | |
| 4/25/2025 | Saxon Interests Inc. | 29,953 | $2.51M | 1.2% | -1.3% | 0.206% | |
| 4/24/2025 | Decker Retirement Planning Inc. | 769 | $65K | 0.0% | N/A | 0.005% | |
| 4/23/2025 | Inman Jager Wealth Management LLC | 16,799 | $1.41M | 1.1% | +40.4% | 0.115% | |
| 4/23/2025 | Spire Wealth Management | 25,116 | $2.11M | 0.1% | -60.8% | 0.173% | |
| 4/23/2025 | Harbour Capital Advisors LLC | 3,991 | $314K | 0.1% | -28.6% | 0.027% | |
| 4/23/2025 | Mokosak Advisory Group LLC | 88,677 | $7.44M | 2.3% | +4.2% | 0.609% | |
| 4/23/2025 | Valmark Advisers Inc. | 5,263 | $442K | 0.0% | -60.9% | 0.036% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 70,100 | $5.88M | 0.0% | +11.9% | 0.482% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 8,554 | $718K | 0.0% | +205.6% | 0.059% | |
| 4/21/2025 | Aspiriant LLC | 32,252 | $2.71M | 0.1% | -1.8% | 0.222% | |
| 4/21/2025 | Barrett & Company Inc. | 3,104 | $260K | 0.1% | -4.6% | 0.021% | |
| 4/18/2025 | Financial Freedom LLC | 2,040 | $171K | 0.1% | -57.2% | 0.014% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 8,438 | $708K | 0.0% | +4.4% | 0.058% | |
| 4/17/2025 | Pacific Sun Financial Corp | 12,344 | $1.04M | 0.6% | -1.2% | 0.085% | |
The End of Elon Musk…? (Ad) The End of Elon Musk? Don't make him laugh.
Jeff Brown has been hearing this same tired story for years, and he's been proven right time and time again.
And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again.
According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime. Click here to see why the "End of Elon" crowd is about to be wrong again. |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 22,543 | $1.89M | 0.0% | -4.7% | 0.156% | |
| 4/16/2025 | RFG Holdings Inc. | 80,219 | $6.74M | 2.2% | -4.4% | 0.554% | |
| 4/15/2025 | Simplicity Wealth LLC | 3,632 | $305K | 0.0% | N/A | 0.025% | |
| 4/14/2025 | Farther Finance Advisors LLC | 4,565 | $383K | 0.0% | +1,524.6% | 0.032% | |
| 4/14/2025 | Miracle Mile Advisors LLC | 15,665 | $1.32M | 0.0% | -1.5% | 0.108% | |
| 4/10/2025 | FSA Investment Group LLC | 69,485 | $5.83M | 5.0% | +3.6% | 0.480% | |
| 4/9/2025 | Integrated Capital Management Inc. | 39,570 | $3.32M | 2.6% | -0.4% | 0.273% | |
| 4/8/2025 | Parallel Advisors LLC | 369 | $31K | 0.0% | +4,000.0% | 0.003% | |
| 3/24/2025 | Wellington Management Group LLP | 119,468 | $11.15M | 0.0% | +38.3% | 0.826% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 23,646 | $2.21M | 0.0% | +5.2% | 0.163% | |
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