8/1/2025 | Corrado Advisors LLC | 12,030 | $1.67M | 1.0% | +6.8% | 0.059% | |
8/1/2025 | Envestnet Asset Management Inc. | 66,115 | $9.19M | 0.0% | +2.6% | 0.322% | |
7/31/2025 | Stegent Equity Advisors Inc. | 11,443 | $1.59M | 1.4% | -2.3% | 0.056% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 2,528 | $351K | 0.0% | N/A | 0.012% | |
7/31/2025 | Money Design Co. Ltd. | 18,740 | $2.61M | 0.1% | -16.4% | 0.092% | |
7/30/2025 | Strategic Blueprint LLC | 1,883 | $262K | 0.0% | N/A | 0.009% | |
7/30/2025 | Principle Wealth Partners LLC | 2,458 | $342K | 0.0% | -3.8% | 0.012% | |
7/30/2025 | Prosperity Financial Group Inc. | 5,445 | $757K | 0.3% | +7.6% | 0.027% | |
7/30/2025 | TFB Advisors LLC | 1,554 | $216K | 0.1% | N/A | 0.008% | |
7/30/2025 | D.A. Davidson & CO. | 9,918 | $1.38M | 0.0% | +79.9% | 0.048% | |
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7/30/2025 | Clune & Associates LTD. | 1,859 | $258K | 0.1% | -9.9% | 0.009% | |
7/30/2025 | Bogart Wealth LLC | 27,569 | $3.83M | 0.2% | +7.2% | 0.135% | |
7/30/2025 | Crewe Advisors LLC | 275 | $38K | 0.0% | +175.0% | 0.001% | |
7/29/2025 | International Assets Investment Management LLC | 14,696 | $2.04M | 0.1% | +68.2% | 0.072% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 3,433 | $477K | 0.0% | N/A | 0.017% | |
7/29/2025 | Manchester Financial Inc. | 42,575 | $5.92M | 1.2% | -1.5% | 0.208% | |
7/29/2025 | Stratos Wealth Partners LTD. | 16,816 | $2.34M | 0.0% | +17.4% | 0.082% | |
7/29/2025 | Kraft Davis & Associates LLC | 2,604 | $375K | 0.1% | -11.6% | 0.013% | |
7/28/2025 | Wealthspan Partners LLC | 3,269 | $454K | 0.2% | +25.6% | 0.016% | |
7/28/2025 | Harbour Investments Inc. | 9,467 | $1.32M | 0.0% | +2.6% | 0.046% | |
7/28/2025 | Arlington Financial Advisors LLC | 229,685 | $31.93M | 5.2% | +3.5% | 1.123% | |
7/28/2025 | RFG Advisory LLC | 21,009 | $2.92M | 0.1% | +3.7% | 0.103% | |
7/28/2025 | Moran Wealth Management LLC | 3,000 | $417K | 0.0% | N/A | 0.015% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 3,289 | $457K | 0.0% | +67.8% | 0.016% | |
7/25/2025 | MGO One Seven LLC | 2,739 | $381K | 0.0% | +13.9% | 0.013% | |
7/25/2025 | Hazlett Burt & Watson Inc. | 397 | $55K | 0.0% | +33.7% | 0.002% | |
7/25/2025 | Clarendon Private LLC | 1,489 | $207K | 0.2% | N/A | 0.007% | |
7/25/2025 | CWM LLC | 5,055 | $703K | 0.0% | +2.9% | 0.025% | |
7/25/2025 | Concurrent Investment Advisors LLC | 11,732 | $1.63M | 0.0% | +23.3% | 0.058% | |
7/25/2025 | 1858 Wealth Management LLC | 14,554 | $2.02M | 1.5% | +15.2% | 0.072% | |
7/24/2025 | Eastern Bank | 666 | $93K | 0.0% | -48.5% | 0.003% | |
7/24/2025 | rebel Financial LLC | 3,164 | $440K | 0.2% | N/A | 0.016% | |
7/24/2025 | Cascade Investment Group Inc. | 1,503 | $209K | 0.1% | N/A | 0.007% | |
7/24/2025 | IFP Advisors Inc | 1,836 | $255K | 0.0% | +5.5% | 0.009% | |
7/24/2025 | Blair William & Co. IL | 3,069 | $427K | 0.0% | +68.8% | 0.015% | |
7/23/2025 | Eagle Strategies LLC | 19,888 | $2.77M | 0.4% | +2.0% | 0.099% | |
7/23/2025 | Clear Creek Financial Management LLC | 10,252 | $1.43M | 0.1% | +22.5% | 0.051% | |
7/23/2025 | Traphagen Investment Advisors LLC | 346,174 | $48.13M | 4.6% | +0.2% | 1.722% | |
7/23/2025 | TPG Financial Advisors LLC | 48,910 | $6.80M | 2.7% | +1,437.1% | 0.243% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 2,616 | $364K | 0.0% | N/A | 0.013% | |
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7/23/2025 | Gentry Private Wealth LLC | 1,465 | $204K | 0.2% | N/A | 0.007% | |
7/23/2025 | Ameliora Wealth Management Ltd. | 23,155 | $3.22M | 1.2% | -26.2% | 0.115% | |
7/23/2025 | Tcfg Wealth Management LLC | 27,149 | $3.77M | 1.7% | +0.4% | 0.135% | |
7/23/2025 | SteelPeak Wealth LLC | 4,605 | $640K | 0.0% | +10.2% | 0.023% | |
7/23/2025 | Waycross Investment Management Co | 2,605 | $362K | 0.4% | N/A | 0.013% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 15,569 | $2.16M | 0.0% | -31.7% | 0.077% | |
7/22/2025 | Duncan Williams Asset Management LLC | 27,102 | $3.77M | 0.6% | N/A | 0.135% | |
7/22/2025 | Kickstand Ventures LLC. | 27,102 | $3.77M | 0.9% | -3.1% | 0.135% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 42,183 | $5.86M | 0.1% | +46.5% | 0.210% | |
7/22/2025 | Kraematon Investment Advisors Inc. | 12,929 | $1.80M | 1.7% | -1.1% | 0.064% | |
7/21/2025 | Ameritas Advisory Services LLC | 3,354 | $466K | 0.0% | +27.9% | 0.017% | |
7/21/2025 | Hilltop National Bank | 260 | $36K | 0.0% | N/A | 0.001% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 700 | $97K | 0.0% | +63.6% | 0.004% | |
7/21/2025 | FSA Wealth Partners Inc. | 4,799 | $667K | 0.3% | N/A | 0.025% | |
7/18/2025 | PFG Investments LLC | 42,327 | $5.88M | 0.3% | -2.2% | 0.217% | |
7/18/2025 | Truist Financial Corp | 22,358 | $3.11M | 0.0% | -3.0% | 0.115% | |
7/17/2025 | Trivium Point Advisory LLC | 27,202 | $3.78M | 0.4% | -1.2% | 0.139% | |
7/17/2025 | Janney Montgomery Scott LLC | 43,963 | $6.11M | 0.0% | +4.0% | 0.225% | |
7/17/2025 | Venture Visionary Partners LLC | 11,624 | $1.62M | 0.1% | -75.1% | 0.060% | |
7/17/2025 | Smith Anglin Financial LLC | 19,755 | $2.75M | 0.2% | +85.4% | 0.101% | |
7/17/2025 | Montis Financial LLC | 15,156 | $2.11M | 0.6% | -6.7% | 0.078% | |
7/16/2025 | Cambridge Advisors Inc. | 4,675 | $650K | 0.1% | +152.8% | 0.024% | |
7/16/2025 | Owen LaRue LLC | 33,015 | $4.59M | 2.0% | +1.9% | 0.169% | |
7/14/2025 | KFG Wealth Management LLC | 3,284 | $457K | 0.1% | +4.1% | 0.017% | |
7/14/2025 | Narus Financial Partners LLC | 1,567 | $218K | 0.1% | N/A | 0.008% | |
7/14/2025 | Flagstar Advisors Inc. | 6,651 | $925K | 0.3% | +2.9% | 0.035% | |
7/14/2025 | Sowell Financial Services LLC | 4,326 | $601K | 0.0% | +18.4% | 0.023% | |
7/11/2025 | Farther Finance Advisors LLC | 4,849 | $674K | 0.0% | +318.4% | 0.025% | |
7/11/2025 | SeaCrest Wealth Management LLC | 6,935 | $964K | 0.1% | -5.2% | 0.036% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 19,277 | $2.68M | 0.3% | -42.0% | 0.101% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 4,011 | $561K | 0.0% | -6.5% | 0.021% | |
7/10/2025 | Signal Advisors Wealth LLC | 19,190 | $2.67M | 0.2% | +16.6% | 0.101% | |
7/10/2025 | Sovran Advisors LLC | 4,241 | $586K | 0.1% | -45.0% | 0.022% | |
7/9/2025 | Fiduciary Alliance LLC | 12,385 | $1.72M | 0.1% | N/A | 0.065% | |
7/9/2025 | Presidio Capital Management LLC | 96,428 | $13.41M | 5.2% | +3.6% | 0.509% | |
7/9/2025 | WealthCare Investment Partners LLC | 10,546 | $1.48M | 0.5% | +39.3% | 0.056% | |
7/8/2025 | GK Wealth Management LLC | 3,720 | $517K | 0.5% | -5.0% | 0.020% | |
7/8/2025 | Parallel Advisors LLC | 1,226 | $170K | 0.0% | +75.1% | 0.006% | |
7/7/2025 | Salem Investment Counselors Inc. | 1,550 | $215K | 0.0% | -33.5% | 0.008% | |
7/3/2025 | TrueWealth Advisors LLC | 1,494 | $208K | 0.1% | N/A | 0.008% | |
7/2/2025 | HBW Advisory Services LLC | 9,995 | $1.39M | 0.2% | -1.3% | 0.058% | |
6/2/2025 | Modern Wealth Management LLC | 7,600 | $860K | 0.0% | +94.9% | 0.044% | |
5/29/2025 | Apeiron RIA LLC | 5,264 | $596K | 0.2% | -6.1% | 0.030% | |
5/28/2025 | GK Wealth Management LLC | 3,670 | $415K | 0.5% | +35.2% | 0.021% | |
5/20/2025 | Focus Partners Wealth | 9,716 | $1.10M | 0.0% | +4.2% | 0.056% | |
5/20/2025 | Flaharty Asset Management LLC | 14,953 | $1.69M | 0.2% | -11.0% | 0.086% | |
5/20/2025 | Strive Asset Management LLC | 18,992 | $2.15M | 1.5% | N/A | 0.110% | |
5/19/2025 | Jane Street Group LLC | 191,888 | $21.71M | 0.0% | +940.3% | 1.109% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 4,230 | $479K | 0.0% | N/A | 0.024% | |
5/16/2025 | Jones Financial Companies Lllp | 518 | $59K | 0.0% | -96.8% | 0.003% | |
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After years working at the biggest accounting firms like Deloitte and KPMG, Joel Litman (who’s also a member of the Global CFA Institute) figured out a unique, less-risky way to grow rich in the stock market. Litman says you don’t need dozens of investments, overpriced advisers, or hedge funds. You just need these 3 stocks, which have helped Litman’s own mom earn 3,400%. Click here to view… |
5/16/2025 | Legacy Wealth Managment LLC ID | 2,846 | $322K | 0.2% | +10.4% | 0.016% | |
5/16/2025 | Curi RMB Capital LLC | 6,019 | $681K | 0.0% | N/A | 0.035% | |
5/16/2025 | Aprio Wealth Management LLC | 106,316 | $12.03M | 1.5% | +15.4% | 0.615% | |
5/15/2025 | Royal Bank of Canada | 144,992 | $16.40M | 0.0% | +26.3% | 0.838% | |
5/15/2025 | Baird Financial Group Inc. | 4,065 | $460K | 0.0% | +3.2% | 0.023% | |
5/14/2025 | CreativeOne Wealth LLC | 1,951 | $221K | 0.0% | +4.3% | 0.011% | |
5/14/2025 | Per Stirling Capital Management LLC. | 4,463 | $505K | 0.1% | -3.8% | 0.026% | |
5/14/2025 | WCG Wealth Advisors LLC | 14,264 | $1.61M | 0.1% | -8.2% | 0.082% | |
5/14/2025 | Jane Street Group LLC | 191,888 | $21.71M | 0.0% | +940.3% | 1.109% | |
5/14/2025 | Comerica Bank | 8,426 | $953K | 0.0% | +5.9% | 0.049% | |