5/2/2025 | Larson Financial Group LLC | 6,923 | $204K | 0.0% | N/A | 0.019% | |
5/2/2025 | Fortress Wealth Management Inc. | 17,214 | $508K | 0.3% | -37.2% | 0.047% | |
5/2/2025 | Sigma Planning Corp | 23,668 | $699K | 0.0% | +16.8% | 0.064% | |
5/1/2025 | Bleakley Financial Group LLC | 150,821 | $4.46M | 0.1% | +4.9% | 0.411% | |
5/1/2025 | CWM LLC | 95,320 | $2.82M | 0.0% | -17.1% | 0.260% | |
5/1/2025 | Prism Advisors Inc. | 793,639 | $23.44M | 7.2% | +2.3% | 2.163% | |
5/1/2025 | Northwest Capital Management Inc | 95,320 | $2.82M | 1.2% | -17.1% | 0.260% | |
5/1/2025 | MA Private Wealth | 706,086 | $20.85M | 3.9% | -8.8% | 1.924% | |
4/30/2025 | Cerity Partners LLC | 472,272 | $13.95M | 0.0% | -2.0% | 1.287% | |
4/30/2025 | Telos Capital Management Inc. | 22,532 | $665K | 0.1% | +21.3% | 0.061% | |
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4/30/2025 | Alps Advisors Inc. | 611,025 | $18.05M | 0.1% | +0.1% | 1.665% | |
4/30/2025 | Leavell Investment Management Inc. | 113,758 | $3.36M | 0.2% | +21.6% | 0.310% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 107,529 | $3.18M | 0.1% | +12.2% | 0.293% | |
4/29/2025 | Envestnet Asset Management Inc. | 34,852 | $1.03M | 0.0% | +47.0% | 0.095% | |
4/29/2025 | Penserra Capital Management LLC | 866,460 | $25.59M | 0.5% | +104.2% | 2.361% | |
4/28/2025 | D.A. Davidson & CO. | 152,586 | $4.51M | 0.0% | +5.1% | 0.416% | |
4/28/2025 | Sebold Capital Management Inc. | 104,048 | $3.07M | 2.0% | +6.7% | 0.284% | |
4/28/2025 | O Brien Wealth Partners LLC | 500,225 | $14.77M | 2.8% | -30.7% | 1.363% | |
4/28/2025 | Coastline Trust Co | 32,439 | $958K | 0.1% | -45.6% | 0.088% | |
4/25/2025 | Westside Investment Management Inc. | 4,659 | $138K | 0.0% | +109.8% | 0.013% | |
4/24/2025 | CWC Advisors LLC. | 26,746 | $790K | 0.4% | +20.7% | 0.073% | |
4/24/2025 | Financial Life Advisors | 124,064 | $3.66M | 1.4% | N/A | 0.338% | |
4/24/2025 | BSW Wealth Partners | 7,862 | $232K | 0.0% | N/A | 0.021% | |
4/23/2025 | Pinnacle Bancorp Inc. | 1,816 | $54K | 0.0% | N/A | 0.005% | |
4/23/2025 | Golden State Wealth Management LLC | 1,632 | $48K | 0.0% | +100.0% | 0.004% | |
4/23/2025 | Pacific Sage Partners LLC | 7,387 | $218K | 0.0% | N/A | 0.020% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 9,719 | $287K | 0.0% | -74.1% | 0.026% | |
4/22/2025 | WealthCare Investment Partners LLC | 90,265 | $2.62M | 1.1% | -17.8% | 0.246% | |
4/22/2025 | Retirement Planning Group LLC NY | 12,623 | $373K | 0.4% | +7.1% | 0.034% | |
4/22/2025 | Advisor Resource Council | 77,169 | $2.28M | 0.2% | N/A | 0.210% | |
4/21/2025 | O Dell Group LLC | 246,511 | $7.28M | 1.9% | -1.7% | 0.672% | |
4/21/2025 | United Advisor Group LLC | 46,564 | $1.38M | 0.3% | +8.7% | 0.127% | |
4/18/2025 | Tennessee Valley Asset Management Partners | 7,030 | $208K | 0.0% | -95.2% | 0.020% | |
4/18/2025 | CENTRAL TRUST Co | 302,620 | $8.94M | 0.2% | -1.6% | 0.848% | |
4/17/2025 | Mason & Associates Inc | 87,986 | $2.60M | 0.6% | -7.8% | 0.246% | |
4/17/2025 | Janney Montgomery Scott LLC | 79,030 | $2.33M | 0.0% | +9.4% | 0.221% | |
4/17/2025 | Mission Wealth Management LP | 7,747 | $229K | 0.0% | +7.7% | 0.022% | |
4/16/2025 | Krilogy Financial LLC | 120,673 | $3.56M | 0.2% | +17.9% | 0.338% | |
4/16/2025 | Smithbridge Asset Management Inc. DE | 7,233 | $214K | 0.0% | N/A | 0.020% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 16,567 | $489K | 0.1% | -2.8% | 0.046% | |
Silicon Valley Gold Rush (Ad) A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.”
Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free. Gates and Altman are betting big—see why |
4/15/2025 | McKinley Carter Wealth Services Inc. | 109,784 | $3.24M | 0.2% | -27.4% | 0.308% | |
4/15/2025 | Focus Financial Network Inc. | 87,298 | $2.58M | 0.1% | +6.2% | 0.245% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 186,499 | $5.51M | 0.1% | +35.4% | 0.522% | |
4/14/2025 | Farther Finance Advisors LLC | 111,283 | $3.31M | 0.1% | +130,821.2% | 0.312% | |
4/14/2025 | Miracle Mile Advisors LLC | 30,887 | $912K | 0.0% | -62.1% | 0.087% | |
4/14/2025 | Buttonwood Financial Group LLC | 166,458 | $4.65M | 2.7% | -22.1% | 0.466% | |
4/14/2025 | ONE Advisory Partners LLC | 143,142 | $4.23M | 1.8% | -23.6% | 0.401% | |
4/11/2025 | First National Corp MA ADV | 95,960 | $2.83M | 0.6% | +8.8% | 0.269% | |
4/11/2025 | Ehrlich Financial Group | 102,872 | $3.04M | 2.2% | +16.0% | 0.288% | |
4/11/2025 | Snider Financial Group | 14,289 | $422K | 0.1% | +23.0% | 0.040% | |
4/11/2025 | MKT Advisors LLC | 10,380 | $282K | 0.1% | -12.5% | 0.029% | |
4/10/2025 | Breakwater Capital Group | 206,899 | $6.11M | 1.1% | +0.8% | 0.580% | |
4/10/2025 | KWB Wealth | 272,694 | $8.07M | 1.0% | +17.9% | 0.764% | |
4/10/2025 | Cypress Wealth Services LLC | 176,193 | $5.20M | 1.1% | +1.3% | 0.494% | |
4/10/2025 | Richard P Slaughter Associates Inc | 181,597 | $5.36M | 1.3% | -71.3% | 0.509% | |
4/10/2025 | Watershed Private Wealth LLC | 157,360 | $4.65M | 1.9% | -23.4% | 0.441% | |
4/10/2025 | Amplius Wealth Advisors LLC | 23,190 | $685K | 0.1% | +30.5% | 0.065% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 641,795 | $18.96M | 0.8% | +12.8% | 1.798% | |
4/9/2025 | Merit Financial Group LLC | 43,275 | $1.28M | 0.0% | -62.7% | 0.121% | |
4/8/2025 | Highland Financial Advisors LLC | 161,061 | $4.76M | 1.7% | +6.0% | 0.451% | |
4/2/2025 | Marotta Asset Management | 868,104 | $28.36M | 5.9% | -0.7% | 2.432% | |
3/18/2025 | CWC Advisors LLC. | 22,166 | $656K | 0.7% | +3.6% | 0.062% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 7,763 | $230K | 0.0% | -40.9% | 0.021% | |
2/24/2025 | United Advisor Group LLC | 42,853 | $1.27M | 0.3% | +42.2% | 0.131% | |
2/19/2025 | ARQ Wealth Advisors LLC | 144,246 | $4.27M | 1.6% | +10.1% | 0.442% | |
2/19/2025 | Retirement Planning Group LLC NY | 11,790 | $349K | 0.4% | N/A | 0.036% | |
2/17/2025 | Stonebrook Private Inc. | 30,991 | $917K | 0.2% | N/A | 0.095% | |
2/17/2025 | Redwood Financial Network Corp | 19,029 | $563K | 0.4% | +9.7% | 0.058% | |
2/17/2025 | Quadcap Wealth Management LLC | 63,243 | $1.87M | 0.3% | -15.1% | 0.194% | |
2/17/2025 | Guardian Wealth Advisors LLC NC | 169,699 | $5.02M | 0.4% | +2.3% | 0.521% | |
2/17/2025 | Focus Partners Wealth | 180,572 | $5.35M | 0.0% | N/A | 0.554% | |
2/17/2025 | CoreCap Advisors LLC | 35,262 | $1.04M | 0.0% | +4.7% | 0.108% | |
2/17/2025 | Cetera Investment Advisers | 97,143 | $2.88M | 0.0% | -9.4% | 0.298% | |
2/17/2025 | Bank of America Corp DE | 3,958,602 | $117.18M | 0.0% | +5.3% | 12.143% | |
2/17/2025 | Ameriprise Financial Inc. | 57,630 | $1.71M | 0.0% | +31.2% | 0.177% | |
2/17/2025 | Aptus Capital Advisors LLC | 169,699 | $5.02M | 0.1% | +2.3% | 0.521% | |
2/14/2025 | Jane Street Group LLC | 308,442 | $9.13M | 0.0% | -58.0% | 0.946% | |
2/14/2025 | Syon Capital LLC | 408,672 | $12.10M | 1.1% | N/A | 1.254% | |
2/14/2025 | Susquehanna International Group LLP | 62,069 | $1.84M | 0.0% | -51.0% | 0.190% | |
2/14/2025 | Stifel Financial Corp | 114,639 | $3.39M | 0.0% | +1.1% | 0.352% | |
2/14/2025 | MML Investors Services LLC | 52,576 | $1.56M | 0.0% | -79.1% | 0.161% | |
2/14/2025 | Coastline Trust Co | 59,664 | $1.77M | 0.2% | -12.0% | 0.183% | |
2/13/2025 | NewEdge Advisors LLC | 39,071 | $1.16M | 0.0% | +1.0% | 0.120% | |
2/13/2025 | Mariner LLC | 171,366 | $5.07M | 0.0% | +23.9% | 0.526% | |
2/13/2025 | Savvy Advisors Inc. | 124,996 | $3.70M | 0.4% | +33.3% | 0.383% | |
2/13/2025 | Rockefeller Capital Management L.P. | 47,075 | $1.39M | 0.0% | +5.0% | 0.144% | |
2/13/2025 | First Foundation Advisors | 445,777 | $13.20M | 0.5% | -3.2% | 1.367% | |
2/13/2025 | Legacy Financial Advisors Inc. | 11,220 | $332K | 0.1% | +13.3% | 0.034% | |
2/13/2025 | Raymond James Financial Inc. | 788,298 | $23.33M | 0.0% | N/A | 2.418% | |
2/13/2025 | Advisory Services Network LLC | 24,248 | $718K | 0.0% | -53.8% | 0.074% | |
Silicon Valley Gold Rush (Ad) A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.”
Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free. Gates and Altman are betting big—see why |
2/13/2025 | Cerity Partners LLC | 482,023 | $14.27M | 0.0% | N/A | 1.479% | |
2/13/2025 | Envestnet Asset Management Inc. | 23,715 | $702K | 0.0% | +8.2% | 0.073% | |
2/13/2025 | Wells Fargo & Company MN | 195,657 | $5.79M | 0.0% | -7.7% | 0.600% | |
2/12/2025 | Atlas Capital Advisors Inc. | 14,275 | $423K | 0.1% | -2.7% | 0.044% | |
2/12/2025 | Huntington National Bank | 30,778 | $911K | 0.0% | N/A | 0.094% | |
2/12/2025 | OLD Mission Capital LLC | 67,351 | $1.99M | 0.0% | -70.7% | 0.207% | |
2/12/2025 | CIBC Private Wealth Group LLC | 340,806 | $10.20M | 0.0% | -0.4% | 1.045% | |
2/12/2025 | Vertex Planning Partners LLC | 157,736 | $4.67M | 1.0% | +1.9% | 0.484% | |
2/12/2025 | JPMorgan Chase & Co. | 310,558 | $9.19M | 0.0% | -1.7% | 0.953% | |
2/12/2025 | Graney & King LLC | 1,087 | $32K | 0.0% | N/A | 0.003% | |