5/1/2025 | Croban | 22,495 | $1.14M | 1.1% | N/A | 0.171% | |
4/30/2025 | Sharkey Howes & Javer | 161,014 | $8.18M | 1.2% | +1.7% | 1.222% | |
4/30/2025 | Allworth Financial LP | 6,578 | $323K | 0.0% | -3.5% | 0.050% | |
4/30/2025 | True Vision MN LLC | 7,563 | $384K | 0.2% | +66.4% | 0.057% | |
4/30/2025 | Axxcess Wealth Management LLC | 100,663 | $5.11M | 0.1% | +3.7% | 0.764% | |
4/29/2025 | Raleigh Capital Management Inc. | 127,350 | $6.47M | 2.9% | +10.2% | 0.966% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,461,878 | $74.22M | 0.0% | +6.7% | 11.092% | |
4/24/2025 | Hibernia Wealth Partners LLC | 211,492 | $10.74M | 7.6% | -3.2% | 1.605% | |
4/24/2025 | Kraft Davis & Associates LLC | 5,056 | $239K | 0.1% | -94.0% | 0.038% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 1,540 | $78K | 0.0% | N/A | 0.012% | |
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4/23/2025 | Balboa Wealth Partners | 30,509 | $1.55M | 0.4% | +6.2% | 0.231% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 33,947 | $1.72M | 0.0% | +3.2% | 0.258% | |
4/22/2025 | Aspire Private Capital LLC | 230,882 | $11.72M | 2.9% | -1.7% | 1.752% | |
4/22/2025 | Worth Financial Advisory Group LLC | 35,134 | $1.78M | 1.1% | -17.3% | 0.267% | |
4/22/2025 | Castleview Partners LLC | 5,806 | $295K | 0.2% | -40.6% | 0.044% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 1,748,015 | $88.75M | 0.3% | +5.6% | 13.263% | |
4/17/2025 | Lockerman Financial Group Inc. | 34,791 | $1.77M | 2.7% | +147.9% | 0.269% | |
4/15/2025 | Kelly Financial Services LLC | 11,480 | $583K | 0.2% | -31.7% | 0.089% | |
4/14/2025 | International Private Wealth Advisors LLC | 55,400 | $2.81M | 2.7% | +12.0% | 0.428% | |
4/14/2025 | Farther Finance Advisors LLC | 1,424 | $73K | 0.0% | -28.0% | 0.011% | |
4/14/2025 | Outlook Wealth Advisors LLC | 39,687 | $2.02M | 0.6% | +5.0% | 0.306% | |
4/14/2025 | Park Avenue Securities LLC | 430,923 | $21.88M | 0.3% | +2.5% | 3.328% | |
4/11/2025 | Signal Advisors Wealth LLC | 172,049 | $8.74M | 0.9% | +6.0% | 1.329% | |
4/10/2025 | Iams Wealth Management LLC | 29,064 | $1.48M | 0.7% | +3.0% | 0.224% | |
4/9/2025 | Capital Asset Advisory Services LLC | 14,411 | $740K | 0.0% | +4.9% | 0.111% | |
4/9/2025 | Capital CS Group LLC | 10,066 | $511K | 0.8% | +14.1% | 0.078% | |
4/8/2025 | Private Client Services LLC | 6,824 | $346K | 0.2% | +3.8% | 0.053% | |
4/8/2025 | Global Financial Private Client LLC | 51,077 | $2.59M | 1.0% | +3.0% | 0.394% | |
3/24/2025 | Mascagni Wealth Management Inc. | 4,509 | $241K | 0.2% | N/A | 0.035% | |
3/19/2025 | M1 Capital Management LLC | 5,377 | $287K | 0.2% | N/A | 0.042% | |
2/25/2025 | Armis Advisers LLC | 19,889 | $1.06M | 0.1% | N/A | 0.156% | |
2/18/2025 | First Heartland Consultants Inc. | 5,242 | $280K | 0.0% | +8.3% | 0.051% | |
2/17/2025 | Cetera Investment Advisers | 92,244 | $4.93M | 0.0% | -0.9% | 0.890% | |
2/14/2025 | Triumph Capital Management | 8,716 | $466K | 0.2% | -17.5% | 0.084% | |
2/14/2025 | Stifel Financial Corp | 10,041 | $537K | 0.0% | -3.3% | 0.097% | |
2/14/2025 | Transce3nd LLC | 4,865 | $260K | 0.1% | N/A | 0.047% | |
2/14/2025 | GeoWealth Management LLC | 276,635 | $14.78M | 0.5% | -4.8% | 2.668% | |
2/13/2025 | NewEdge Advisors LLC | 241,745 | $12.92M | 0.1% | +0.5% | 2.331% | |
2/13/2025 | CreativeOne Wealth LLC | 85,090 | $4.55M | 0.1% | +23.1% | 0.821% | |
2/13/2025 | Mariner LLC | 212,551 | $11.36M | 0.0% | +12.9% | 2.050% | |
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2/13/2025 | Kraft Davis & Associates LLC | 83,712 | $4.60M | 1.3% | +1,929.4% | 0.807% | |
2/13/2025 | Envestnet Asset Management Inc. | 1,370,132 | $73.22M | 0.0% | +16.7% | 13.212% | |
2/12/2025 | Lokken Investment Group LLC | 48,466 | $2.59M | 1.1% | -6.9% | 0.467% | |
2/12/2025 | Worth Financial Advisory Group LLC | 42,477 | $2.27M | 1.4% | -11.3% | 0.410% | |
2/11/2025 | LPL Financial LLC | 4,142,278 | $221.36M | 0.1% | +2.5% | 39.945% | |
2/11/2025 | Mosley Wealth Management | 182,674 | $10.04M | 6.3% | +13.2% | 1.762% | |
2/11/2025 | Absolute Capital Management LLC | 10,158 | $545K | 0.3% | +4.0% | 0.098% | |
2/11/2025 | TAP Consulting LLC | 104,134 | $5.57M | 1.1% | +3.1% | 1.004% | |
2/10/2025 | Axxcess Wealth Management LLC | 97,104 | $5.19M | 0.1% | -9.5% | 0.936% | |
2/10/2025 | Harbour Investments Inc. | 167,704 | $8.96M | 0.3% | +0.7% | 1.617% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 1,654,622 | $88.42M | 0.3% | +8.4% | 15.956% | |
2/10/2025 | Commonwealth Equity Services LLC | 68,225 | $3.65M | 0.0% | +1.1% | 0.658% | |
2/10/2025 | Balboa Wealth Partners | 28,725 | $1.54M | 0.4% | -5.7% | 0.277% | |
2/10/2025 | Farther Finance Advisors LLC | 1,978 | $106K | 0.0% | +24.3% | 0.019% | |
2/7/2025 | HighTower Advisors LLC | 89,724 | $4.80M | 0.0% | -1.4% | 0.865% | |
2/7/2025 | Novus Advisors LLC | 54,915 | $2.94M | 2.9% | N/A | 0.530% | |
2/6/2025 | Atria Investments Inc | 6,545 | $350K | 0.0% | -34.5% | 0.063% | |
2/5/2025 | Smartleaf Asset Management LLC | 3,059 | $164K | 0.0% | +88.4% | 0.029% | |
2/5/2025 | Sharkey Howes & Javer | 158,314 | $8.46M | 1.2% | +10.9% | 1.527% | |
2/5/2025 | Richard W. Paul & Associates LLC | 12,449 | $665K | 0.2% | -10.6% | 0.120% | |
2/3/2025 | Private Advisor Group LLC | 100,658 | $5.38M | 0.0% | +3.3% | 0.971% | |
1/31/2025 | Atria Wealth Solutions Inc. | 26,364 | $1.41M | 0.0% | -4.2% | 0.254% | |
1/31/2025 | Truist Financial Corp | 6,359 | $340K | 0.0% | -4.6% | 0.061% | |
1/31/2025 | Sanctuary Advisors LLC | 115,180 | $6.37M | 0.0% | +1.4% | 1.111% | |
1/30/2025 | Allworth Financial LP | 6,814 | $377K | 0.0% | N/A | 0.066% | |
1/30/2025 | Principal Securities Inc. | 12,957 | $692K | 0.0% | -5.2% | 0.125% | |
1/30/2025 | Aveo Capital Partners LLC | 21,975 | $1.17M | 0.1% | -5.4% | 0.212% | |
1/29/2025 | Gladstone Institutional Advisory LLC | 14,730 | $787K | 0.0% | +30.7% | 0.142% | |
1/29/2025 | MeadowBrook Investment Advisors LLC | 2,509 | $134K | 0.1% | N/A | 0.024% | |
1/29/2025 | Hibernia Wealth Partners LLC | 218,473 | $11.68M | 7.6% | -51.0% | 2.107% | |
1/29/2025 | Authentikos Wealth Advisory LLC | 105,792 | $5.65M | 5.6% | -2.8% | 1.020% | |
1/29/2025 | True Vision MN LLC | 4,545 | $243K | 0.1% | -6.6% | 0.044% | |
1/29/2025 | International Private Wealth Advisors LLC | 49,445 | $2.64M | 2.6% | +30.2% | 0.477% | |
1/28/2025 | Landmark Wealth Management Inc. | 235,066 | $12.56M | 6.1% | +0.9% | 2.267% | |
1/27/2025 | Silverlake Wealth Management LLC | 9,010 | $481K | 0.2% | -2.7% | 0.087% | |
1/24/2025 | Richardson Financial Services Inc. | 2,109 | $113K | 0.1% | -50.3% | 0.020% | |
1/23/2025 | Austin Private Wealth LLC | 64,739 | $3.46M | 0.3% | +17.9% | 0.624% | |
1/23/2025 | Iams Wealth Management LLC | 28,213 | $1.51M | 0.7% | +9.1% | 0.272% | |
1/22/2025 | Spectrum Planning & Advisory Services Inc. | 15,578 | $832K | 0.7% | -3.4% | 0.150% | |
1/22/2025 | Foundations Investment Advisors LLC | 181,254 | $9.69M | 0.2% | +16.1% | 1.748% | |
1/22/2025 | Capital Asset Advisory Services LLC | 13,736 | $741K | 0.0% | -3.3% | 0.132% | |
1/17/2025 | Raleigh Capital Management Inc. | 115,584 | $6.18M | 2.4% | +1.0% | 1.115% | |
1/17/2025 | Aspire Private Capital LLC | 234,857 | $12.55M | 3.1% | -8.6% | 2.265% | |
1/17/2025 | Atomi Financial Group Inc. | 7,890 | $422K | 0.0% | -43.9% | 0.076% | |
1/16/2025 | Kelly Financial Services LLC | 16,811 | $898K | 0.3% | -44.5% | 0.162% | |
1/15/2025 | J2 Capital Management Inc | 4,241 | $227K | 0.2% | N/A | 0.041% | |
1/14/2025 | Outlook Wealth Advisors LLC | 37,789 | $2.02M | 0.6% | -5.7% | 0.364% | |
1/14/2025 | Park Avenue Securities LLC | 420,225 | $22.46M | 0.2% | +2.8% | 4.052% | |
1/14/2025 | Capital CS Group LLC | 8,820 | $471K | 0.6% | +12.5% | 0.085% | |
1/14/2025 | Global Financial Private Client LLC | 49,593 | $2.65M | 1.0% | +2.3% | 0.478% | |
How to invest in Elon Musk’s Optimus before its launch (Ad) Elon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that Elon Musk himself believes "will be the biggest product ever of any kind". One well-connected Silicon Valley insider has uncovered a way for anybody to claim a stake in Optimus with as little as $100. All you'll need is a regular brokerage account. Get all the information here. |
1/14/2025 | Signal Advisors Wealth LLC | 162,283 | $8.67M | 1.0% | +3,400.5% | 1.565% | |
1/8/2025 | Private Client Services LLC | 6,575 | $351K | 0.2% | -4.7% | 0.063% | |
11/25/2024 | Sanctuary Advisors LLC | 113,616 | $6.18M | 0.0% | +19.8% | 1.096% | |
11/15/2024 | Stifel Financial Corp | 10,387 | $538K | 0.0% | +14.7% | 0.100% | |
11/15/2024 | HighTower Advisors LLC | 91,031 | $4.73M | 0.0% | +5.3% | 0.878% | |
11/15/2024 | Hilltop Holdings Inc. | 23,787 | $1.23M | 0.1% | N/A | 0.229% | |
11/14/2024 | CreativeOne Wealth LLC | 69,095 | $3.58M | 0.1% | +19.1% | 0.666% | |
11/12/2024 | Nwam LLC | 5,073 | $263K | 0.0% | N/A | 0.049% | |
11/9/2024 | LPL Financial LLC | 4,039,488 | $209.39M | 0.1% | +4.3% | 38.954% | |
11/8/2024 | Kraft Davis & Associates LLC | 4,125 | $214K | 0.1% | N/A | 0.040% | |