8/27/2025 | Orion Porfolio Solutions LLC | 11,942 | $889K | 0.0% | +18.9% | 0.108% | |
8/26/2025 | Thrivent Financial for Lutherans | 25,110 | $1.87M | 0.0% | -73.5% | 0.226% | |
8/15/2025 | Urban Financial Advisory Corp | 10,263 | $764K | 0.4% | N/A | 0.092% | |
8/15/2025 | Corient Private Wealth LLC | 33,363 | $2.48M | 0.0% | +1.6% | 0.301% | |
8/15/2025 | Orion Porfolio Solutions LLC | 11,942 | $889K | 0.0% | +18.9% | 0.108% | |
8/15/2025 | MML Investors Services LLC | 85,287 | $6.35M | 0.0% | -2.1% | 0.768% | |
8/15/2025 | Modern Wealth Management LLC | 16,507 | $1.23M | 0.0% | -16.0% | 0.149% | |
8/15/2025 | Humankind Investments LLC | 3,884 | $289K | 0.1% | +19.7% | 0.035% | |
8/15/2025 | Balanced Rock Investment Advisors LLC | 60,866 | $4.53M | 3.6% | -6.7% | 0.548% | |
8/15/2025 | Bank of America Corp DE | 22,667 | $1.69M | 0.0% | -5.2% | 0.204% | |
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8/14/2025 | Connecticut Wealth Management LLC | 4,045 | $301K | 0.0% | +21.2% | 0.036% | |
8/14/2025 | Jane Street Group LLC | 75,109 | $5.59M | 0.0% | -34.5% | 0.677% | |
8/14/2025 | Main Street Financial Solutions LLC | 6,358 | $473K | 0.0% | -6.4% | 0.057% | |
8/14/2025 | Clarity Asset Management Inc. | 515 | $38K | 0.0% | N/A | 0.005% | |
8/14/2025 | Sei Investments Co. | 282,102 | $21M | 0.0% | +11.0% | 2.541% | |
8/14/2025 | NewEdge Advisors LLC | 30,156 | $2.25M | 0.0% | -6.2% | 0.272% | |
8/14/2025 | Ally Invest Advisors Inc. | 12,428 | $925K | 0.1% | +16.3% | 0.112% | |
8/14/2025 | Cerity Partners LLC | 8,622 | $642K | 0.0% | N/A | 0.078% | |
8/13/2025 | Flow Traders U.S. LLC | 108,353 | $8.07M | 0.3% | -39.7% | 0.976% | |
8/13/2025 | GeoWealth Management LLC | 16,717 | $1.24M | 0.0% | +49.0% | 0.151% | |
8/13/2025 | First Trust Advisors LP | 2,828 | $211K | 0.0% | N/A | 0.025% | |
8/13/2025 | CW Advisors LLC | 17,515 | $1.30M | 0.0% | +14.1% | 0.158% | |
8/13/2025 | Elios Financial Group Inc. | 11,537 | $859K | 0.4% | -13.6% | 0.104% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 905 | $67K | 0.0% | N/A | 0.008% | |
8/13/2025 | Arjuna Capital | 8,740 | $651K | 0.2% | N/A | 0.079% | |
8/13/2025 | Portfolio Design Labs LLC | 5,673 | $422K | 0.1% | N/A | 0.051% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 21,058 | $1.57M | 0.0% | +1.1% | 0.190% | |
8/13/2025 | Elevation Point Wealth Partners LLC | 1,024 | $76K | 0.0% | N/A | 0.009% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 17,725 | $1.32M | 0.0% | -7.1% | 0.160% | |
8/12/2025 | CreativeOne Wealth LLC | 5,865 | $437K | 0.0% | -2.6% | 0.053% | |
8/12/2025 | MAI Capital Management | 4,761 | $354K | 0.0% | +8.4% | 0.043% | |
8/12/2025 | JPMorgan Chase & Co. | 202,874 | $15.10M | 0.0% | -2.5% | 1.828% | |
8/11/2025 | Sofi Wealth LLC | 15,771 | $1.17M | 0.1% | +62.3% | 0.142% | |
8/8/2025 | Tortoise Investment Management LLC | 635 | $47K | 0.0% | +35.1% | 0.006% | |
8/8/2025 | Cetera Investment Advisers | 120,821 | $8.99M | 0.0% | +12.8% | 1.088% | |
8/8/2025 | Creative Planning | 15,597 | $1.16M | 0.0% | +1.1% | 0.141% | |
8/8/2025 | Fiera Capital Corp | 43,505 | $3.24M | 0.0% | +9.8% | 0.392% | |
8/8/2025 | Bailard Inc. | 70,823 | $5.27M | 0.1% | N/A | 0.638% | |
8/8/2025 | Accredited Investors Inc. | 79,793 | $5.94M | 0.4% | +9.2% | 0.719% | |
8/8/2025 | IMA Advisory Services Inc. | 731,391 | $54.40M | 5.9% | -2.9% | 6.589% | |
Altucher: It Looks Like My Trump prediction is coming true (Ad) New Hampshire just launched a Strategic Crypto Reserve — and James Altucher says it’s the first sign that “Trump’s Great Gain” has officially begun.
Altucher believes select cryptos could turn $900 into $108,000 over the next 12 months — and he’s laying out the full gameplan in a new presentation. See Altucher’s Trump crypto prediction here |
8/7/2025 | Allworth Financial LP | 191,792 | $14.28M | 0.1% | +1.1% | 1.728% | |
8/7/2025 | Keystone Financial Services | 5,573 | $415K | 0.1% | -6.0% | 0.050% | |
8/6/2025 | RWA Wealth Partners LLC | 129,176 | $9.62M | 0.1% | +31.4% | 1.164% | |
8/6/2025 | AGF Management Ltd. | 3,600 | $268K | 0.0% | +5.9% | 0.032% | |
8/6/2025 | Decker Retirement Planning Inc. | 29,914 | $2.23M | 1.3% | +38,251.3% | 0.269% | |
8/6/2025 | Walkner Condon Financial Advisors LLC | 43,623 | $3.25M | 0.6% | +2.3% | 0.393% | |
8/6/2025 | Golden State Wealth Management LLC | 6,762 | $503K | 0.1% | -4.8% | 0.061% | |
8/6/2025 | First Horizon Advisors Inc. | 3,767 | $280K | 0.0% | +40.3% | 0.034% | |
8/6/2025 | Moors & Cabot Inc. | 12,290 | $915K | 0.0% | +6.5% | 0.111% | |
8/5/2025 | Bank of Montreal Can | 3,045 | $227K | 0.0% | +1,363.9% | 0.027% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 1,836 | $137K | 0.0% | -12.9% | 0.017% | |
8/4/2025 | Atria Investments Inc | 3,714 | $277K | 0.0% | -8.3% | 0.033% | |
8/4/2025 | Savvy Advisors Inc. | 3,937 | $293K | 0.0% | -8.8% | 0.035% | |
8/4/2025 | Assetmark Inc. | 36,439 | $2.71M | 0.0% | +2.5% | 0.328% | |
8/4/2025 | World Investment Advisors | 7,560 | $563K | 0.0% | -1.9% | 0.068% | |
8/4/2025 | Flagship Harbor Advisors LLC | 3,576 | $266K | 0.0% | N/A | 0.032% | |
8/4/2025 | Human Investing LLC | 3,013 | $224K | 0.0% | N/A | 0.027% | |
8/1/2025 | Equita Financial Network Inc. | 37,531 | $2.79M | 1.1% | -9.2% | 0.338% | |
8/1/2025 | Rossby Financial LCC | 678 | $50K | 0.0% | -24.2% | 0.006% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,459,122 | $108.62M | 0.0% | -2.1% | 13.145% | |
7/31/2025 | Opes Wealth Management LLC | 19,755 | $1.47M | 0.3% | -7.0% | 0.178% | |
7/30/2025 | Strategic Blueprint LLC | 3,476 | $259K | 0.0% | -12.2% | 0.031% | |
7/30/2025 | Freedom Investment Management Inc. | 10,785 | $803K | 0.1% | -7.3% | 0.097% | |
7/30/2025 | WBH Advisory Inc. | 2,743 | $204K | 0.0% | N/A | 0.025% | |
7/29/2025 | Financial Advisors LLC | 13,395 | $997K | 0.2% | +163.6% | 0.121% | |
7/29/2025 | Stratos Wealth Partners LTD. | 9,797 | $729K | 0.0% | -4.6% | 0.088% | |
7/29/2025 | Horst & Graben Wealth Management LLC | 21,038 | $1.57M | 0.3% | -4.1% | 0.190% | |
7/28/2025 | Sagespring Wealth Partners LLC | 6,841 | $509K | 0.0% | +2.9% | 0.062% | |
7/28/2025 | RFG Advisory LLC | 9,075 | $676K | 0.0% | -1.6% | 0.082% | |
7/25/2025 | NorthRock Partners LLC | 2,441 | $182K | 0.0% | +61.3% | 0.022% | |
7/25/2025 | Atria Wealth Solutions Inc. | 2,757 | $205K | 0.0% | -90.0% | 0.025% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 300,907 | $22.40M | 0.1% | -10.8% | 2.711% | |
7/25/2025 | Pathway Financial Advisors LLC | 5,176 | $385K | 0.1% | -3.9% | 0.047% | |
7/25/2025 | CWM LLC | 37,274 | $2.78M | 0.0% | +775.6% | 0.336% | |
7/24/2025 | Financial Connections Group Inc. | 75,545 | $5.62M | 2.3% | -0.9% | 0.681% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 14,382 | $1.07M | 0.0% | N/A | 0.130% | |
7/23/2025 | Values Added Financial LLC | 75,880 | $5.65M | 2.7% | +22.7% | 0.684% | |
7/23/2025 | Dohj LLC | 18,783 | $1.28M | 0.3% | -38.2% | 0.169% | |
7/23/2025 | Valmark Advisers Inc. | 2,814 | $209K | 0.0% | N/A | 0.025% | |
7/23/2025 | NBT Bank N A NY | 2,052 | $139K | 0.0% | +47.6% | 0.018% | |
7/23/2025 | Venturi Wealth Management LLC | 3,112 | $232K | 0.0% | -6.6% | 0.028% | |
7/22/2025 | Figure 8 Investment Strategies LLC | 8,809 | $656K | 0.6% | N/A | 0.079% | |
7/21/2025 | Ascent Group LLC | 8,286 | $617K | 0.0% | N/A | 0.075% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 9,155 | $681K | 0.0% | -7.1% | 0.082% | |
7/21/2025 | Atwater Malick LLC | 31,278 | $2.33M | 0.7% | +5.9% | 0.282% | |
7/21/2025 | Warner Financial Inc. | 13,116 | $976K | 0.4% | +23.9% | 0.118% | |
7/18/2025 | RKL Wealth Management LLC | 2,741 | $204K | 0.0% | N/A | 0.025% | |
7/18/2025 | First Pacific Financial | 25,343 | $1.89M | 0.3% | -9.5% | 0.228% | |
7/18/2025 | SigFig Wealth Management LLC | 231,283 | $17.23M | 0.6% | -0.2% | 2.084% | |
7/17/2025 | One Wealth Advisors LLC | 38,013 | $2.83M | 0.4% | -2.5% | 0.342% | |
Musk’s Project Colossus could mint millionaires (Ad) I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history.
And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI. All the details are waiting for you now — but you need to act before the September 1st funding windo |
7/17/2025 | Halbert Hargrove Global Advisors LLC | 7,205 | $536K | 0.0% | -58.8% | 0.065% | |
7/17/2025 | Janney Montgomery Scott LLC | 35,077 | $2.61M | 0.0% | +23.7% | 0.316% | |
7/17/2025 | XY Planning Network Inc. | 20,837 | $1.55M | 0.5% | -5.5% | 0.188% | |
7/17/2025 | Tempus Wealth Planning LLC | 2,965 | $221K | 0.1% | -19.5% | 0.027% | |
7/16/2025 | MBE Wealth Management LLC | 4,589 | $342K | 0.1% | -8.3% | 0.041% | |
7/16/2025 | Perigon Wealth Management LLC | 20,363 | $1.52M | 0.0% | -1.2% | 0.183% | |
7/16/2025 | Magnus Financial Group LLC | 10,896 | $811K | 0.1% | +1.7% | 0.098% | |
7/15/2025 | Regatta Capital Group LLC | 48,157 | $3.59M | 0.6% | +75.6% | 0.434% | |
7/14/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 9,797 | $729K | 0.1% | -8.0% | 0.088% | |
7/11/2025 | Westfuller Advisors LLC | 31,330 | $2.33M | 1.3% | +1.6% | 0.282% | |