4/24/2025 | Heirloom Wealth Management | 23,042 | $15.27M | 4.4% | +19.3% | 0.006% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 16,442 | $10.97M | 0.0% | +131.5% | 0.004% | |
4/24/2025 | Highland Capital Management LLC | 1,750 | $1.16M | 0.1% | -10.3% | 0.000% | |
4/24/2025 | BSW Wealth Partners | 995 | $660K | 0.1% | +15.2% | 0.000% | |
4/24/2025 | Gold Investment Management Ltd. | 1,266 | $839K | 0.4% | +7.3% | 0.000% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 156,673 | $103.82M | 0.3% | +29.8% | 0.040% | |
4/24/2025 | Lafayette Investments Inc. | 1,435 | $951K | 0.2% | +21.7% | 0.000% | |
4/24/2025 | Canvas Wealth Advisors LLC | 3,202 | $2.05M | 0.5% | +5.6% | 0.001% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 70,009 | $46.39M | 0.7% | +19.8% | 0.018% | |
4/24/2025 | Transcend Capital Advisors LLC | 2,385 | $1.58M | 0.1% | +7.8% | 0.001% | |
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4/24/2025 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 45,643 | $30.03M | 0.3% | +9.9% | 0.012% | |
4/24/2025 | Diversified Trust Co | 1,564 | $1.04M | 0.0% | +7.5% | 0.000% | |
4/24/2025 | Falcon Wealth Planning | 426 | $282K | 0.0% | +10.4% | 0.000% | |
4/24/2025 | CNB Bank | 643 | $426K | 0.2% | +21.3% | 0.000% | |
4/24/2025 | PDS Planning Inc | 1,593 | $1.06M | 0.1% | +17.4% | 0.000% | |
4/24/2025 | Bank of Stockton | 1,762 | $1.17M | 0.4% | -1.9% | 0.000% | |
4/23/2025 | KG&L Capital Management LLC | 8,155 | $5.40M | 1.8% | +48.5% | 0.002% | |
4/23/2025 | Baugh & Associates LLC | 3,118 | $1.95M | 1.0% | N/A | 0.001% | |
4/23/2025 | KPP Advisory Services LLC | 1,568 | $1.04M | 0.2% | +32.5% | 0.000% | |
4/23/2025 | Goldstein Advisors LLC | 334 | $221K | 0.0% | +8.8% | 0.000% | |
4/23/2025 | Penobscot Investment Management Company Inc. | 2,506 | $1.66M | 0.2% | +22.0% | 0.001% | |
4/23/2025 | Western Wealth Management LLC | 500 | $331K | 0.0% | -5.7% | 0.000% | |
4/23/2025 | Nvest Financial LLC | 880 | $583K | 0.3% | +39.2% | 0.000% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 109 | $72K | 0.0% | +29.8% | 0.000% | |
4/23/2025 | Sequoia Financial Advisors LLC | 3,478 | $2.30M | 0.0% | +1.6% | 0.001% | |
4/23/2025 | Kavar Capital Partners Group LLC | 369 | $245K | 0.0% | N/A | 0.000% | |
4/23/2025 | Aspetuck Financial Management LLC | 340 | $225K | 0.2% | N/A | 0.000% | |
4/23/2025 | Security National Bank | 9,999 | $6.63M | 1.3% | +1.0% | 0.003% | |
4/23/2025 | Perigon Wealth Management LLC | 1,784 | $1.18M | 0.0% | +54.2% | 0.000% | |
4/23/2025 | Alpine Bank Wealth Management | 65 | $43K | 0.0% | N/A | 0.000% | |
4/23/2025 | FFG Partners LLC | 806 | $535K | 0.2% | +8.8% | 0.000% | |
4/23/2025 | Pinnacle Bancorp Inc. | 63 | $42K | 0.0% | N/A | 0.000% | |
4/23/2025 | Golden State Wealth Management LLC | 295 | $196K | 0.0% | +207.3% | 0.000% | |
4/23/2025 | Bessemer Group Inc. | 77,445 | $51.32M | 0.1% | -55.5% | 0.020% | |
4/23/2025 | First Pacific Financial | 982 | $651K | 0.1% | -8.8% | 0.000% | |
4/23/2025 | Spire Wealth Management | 1,819 | $1.21M | 0.0% | +7.5% | 0.000% | |
4/23/2025 | JCIC Asset Management Inc. | 3,249 | $2.15M | 0.9% | -1.6% | 0.001% | |
4/23/2025 | Mattern Capital Management LLC | 762 | $505K | 0.1% | +26.2% | 0.000% | |
4/23/2025 | Daymark Wealth Partners LLC | 3,723 | $2.47M | 0.1% | -1.9% | 0.001% | |
4/23/2025 | Golden State Equity Partners | 1,141 | $756K | 0.1% | +5.2% | 0.000% | |
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4/23/2025 | Trust Co of Kansas | 4,480 | $2.97M | 1.6% | N/A | 0.001% | |
4/23/2025 | Mill Capital Management LLC | 17,674 | $11.71M | 0.9% | N/A | 0.004% | |
4/23/2025 | Archford Capital Strategies LLC | 2,944 | $1.95M | 0.3% | +36.4% | 0.001% | |
4/23/2025 | Moran Wealth Management LLC | 5,617 | $3.72M | 0.1% | +0.8% | 0.001% | |
4/23/2025 | International Assets Investment Management LLC | 1,060 | $702K | 0.0% | +15.1% | 0.000% | |
4/23/2025 | Cornerstone Wealth Group LLC | 329 | $218K | 0.0% | N/A | 0.000% | |
4/23/2025 | Harbour Capital Advisors LLC | 1,098 | $684K | 0.2% | +15.0% | 0.000% | |
4/23/2025 | Balboa Wealth Partners | 6,075 | $4.03M | 1.0% | +6.6% | 0.002% | |
4/23/2025 | Chevy Chase Trust Holdings LLC | 112,184 | $74.34M | 0.2% | -9.0% | 0.029% | |
4/23/2025 | Keudell Morrison Wealth Management | 1,303 | $863K | 0.2% | +1.6% | 0.000% | |
4/23/2025 | Lazari Capital Management Inc. | 519 | $344K | 0.1% | -5.6% | 0.000% | |
4/23/2025 | Legacy Advisors LLC | 678 | $449K | 0.0% | +5.1% | 0.000% | |
4/23/2025 | Figure 8 Investment Strategies LLC | 1,862 | $1.23M | 1.3% | +4.2% | 0.000% | |
4/23/2025 | Valmark Advisers Inc. | 549 | $364K | 0.0% | -3.0% | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 14,498 | $9.61M | 0.1% | +136.3% | 0.004% | |
4/23/2025 | Oppenheimer Asset Management Inc. | 46,847 | $31.04M | 0.4% | +31.4% | 0.012% | |
4/23/2025 | Continuum Advisory LLC | 896 | $594K | 0.1% | -2.9% | 0.000% | |
4/22/2025 | Stiles Financial Services Inc | 5,628 | $3.74M | 1.4% | +12.8% | 0.001% | |
4/22/2025 | Pursue Wealth Partners LLC | 500 | $331K | 0.2% | N/A | 0.000% | |
4/22/2025 | TrueMark Investments LLC | 2,940 | $1.95M | 0.5% | N/A | 0.001% | |
4/22/2025 | Hudson Value Partners LLC | 5,623 | $3.73M | 1.4% | +10.0% | 0.001% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 19,601 | $12.99M | 0.0% | +7.7% | 0.005% | |
4/22/2025 | Wolff Wiese Magana LLC | 92 | $61K | 0.0% | N/A | 0.000% | |
4/22/2025 | Avantra Family Wealth Inc. | 578 | $383K | 0.4% | -9.3% | 0.000% | |
4/22/2025 | Channing Global Advisors LLC | 1,380 | $914K | 0.6% | +7.1% | 0.000% | |
4/22/2025 | Vantage Investment Partners LLC | 56,168 | $37.22M | 3.1% | +5.4% | 0.014% | |
4/22/2025 | Guyasuta Investment Advisors Inc. | 28,126 | $18.64M | 1.2% | +0.5% | 0.007% | |
4/22/2025 | Center for Financial Planning Inc. | 222 | $147K | 0.0% | +28.3% | 0.000% | |
4/22/2025 | North Point Portfolio Managers Corp OH | 17,009 | $11.27M | 2.0% | +1.2% | 0.004% | |
4/22/2025 | Rappaport Reiches Capital Management LLC | 549 | $364K | 0.1% | +50.0% | 0.000% | |
4/22/2025 | Garde Capital Inc. | 79 | $52K | 0.0% | N/A | 0.000% | |
4/22/2025 | Tower View Wealth Management LLC | 5,858 | $3.88M | 2.3% | -2.2% | 0.001% | |
4/22/2025 | Nilsine Partners LLC | 631 | $418K | 0.0% | +2.6% | 0.000% | |
4/22/2025 | Canton Hathaway LLC | 450 | $298K | 0.1% | N/A | 0.000% | |
4/22/2025 | Marietta Wealth Management LLC | 10,475 | $6.94M | 1.0% | +12.9% | 0.003% | |
4/22/2025 | World Equity Group Inc. | 570 | $386K | 0.1% | N/A | 0.000% | |
4/22/2025 | Stonegate Investment Group LLC | 1,368 | $907K | 0.0% | +12.6% | 0.000% | |
4/22/2025 | Cabot Wealth Management Inc. | 4,536 | $3.01M | 0.4% | +2.2% | 0.001% | |
4/22/2025 | PFG Investments LLC | 2,921 | $1.94M | 0.1% | -1.7% | 0.001% | |
4/22/2025 | Jamison Private Wealth Management Inc. | 1,601 | $1.06M | 0.2% | +9.7% | 0.000% | |
4/22/2025 | Putney Financial Group LLC | 38 | $25K | 0.0% | +322.2% | 0.000% | |
4/22/2025 | Carr Financial Group Corp | 664 | $440K | 0.1% | +13.7% | 0.000% | |
4/22/2025 | Congress Park Capital LLC | 2,439 | $1.62M | 0.6% | +56.7% | 0.001% | |
4/22/2025 | Private Wealth Partners LLC | 482 | $319K | 0.0% | +12.6% | 0.000% | |
4/22/2025 | Segment Wealth Management LLC | 25,042 | $16.59M | 1.1% | +0.4% | 0.006% | |
4/21/2025 | Shelton Wealth Management LLC | 1,628 | $1.08M | 0.6% | -8.9% | 0.000% | |
4/21/2025 | Proathlete Wealth Management LLC | 102 | $68K | 0.0% | N/A | 0.000% | |
4/21/2025 | Abundance Wealth Counselors | 766 | $557K | 0.1% | +14.7% | 0.000% | |
4/21/2025 | Osborne Partners Capital Management LLC | 7,229 | $4.79M | 0.3% | +2.7% | 0.002% | |
4/21/2025 | Alta Capital Management LLC | 49,158 | $32.57M | 2.1% | +7.1% | 0.012% | |
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To partner with Elon on what he believes will be the biggest AI project of the century…
Starting with as little as $500. Click here to see how you could take a stake in Elon’s private company… |
4/21/2025 | Avior Wealth Management LLC | 819 | $543K | 0.0% | -6.4% | 0.000% | |
4/21/2025 | ORG Partners LLC | 135 | $90K | 0.0% | -32.5% | 0.000% | |
4/21/2025 | Investment Research & Advisory Group Inc. | 4,791 | $3.18M | 1.3% | +2.1% | 0.001% | |
4/21/2025 | Riverbridge Partners LLC | 2,889 | $1.91M | 0.0% | N/A | 0.001% | |
4/21/2025 | DecisionMap Wealth Management LLC | 746 | $494K | 0.4% | +2.3% | 0.000% | |
4/21/2025 | Blue Trust Inc. | 1,152 | $763K | 0.0% | +20.5% | 0.000% | |
4/21/2025 | Autumn Glory Partners LLC | 2,243 | $1.54M | 0.7% | +95.6% | 0.001% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 829 | $559K | 0.1% | -40.9% | 0.000% | |
4/21/2025 | Norris Perne & French LLP MI | 411 | $272K | 0.0% | +32.2% | 0.000% | |
4/21/2025 | United Advisor Group LLC | 594 | $394K | 0.1% | N/A | 0.000% | |