8/27/2025 | Orion Porfolio Solutions LLC | 8,419 | $342K | 0.0% | -13.7% | 0.015% | |
8/19/2025 | Advisory Services Network LLC | 41,892 | $1.74M | 0.0% | +2.5% | 0.073% | |
8/18/2025 | Geneos Wealth Management Inc. | 1,799 | $73K | 0.0% | +47.7% | 0.003% | |
8/15/2025 | Tower Research Capital LLC TRC | 16,025 | $652K | 0.0% | +25.2% | 0.028% | |
8/15/2025 | Corient Private Wealth LLC | 20,614 | $838K | 0.0% | +1.4% | 0.036% | |
8/15/2025 | Equitable Holdings Inc. | 144,416 | $5.87M | 0.0% | -33.6% | 0.252% | |
8/15/2025 | Captrust Financial Advisors | 254,886 | $10.37M | 0.0% | +1.7% | 0.445% | |
8/15/2025 | Vident Advisory LLC | 5,129 | $209K | 0.0% | -5.2% | 0.009% | |
8/15/2025 | Snowden Capital Advisors LLC | 7,240 | $294K | 0.0% | -3.7% | 0.013% | |
8/15/2025 | Orion Porfolio Solutions LLC | 8,419 | $342K | 0.0% | -13.7% | 0.015% | |
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8/15/2025 | Modern Wealth Management LLC | 53,048 | $2.16M | 0.1% | N/A | 0.093% | |
8/15/2025 | EP Wealth Advisors LLC | 11,199 | $455K | 0.0% | -16.9% | 0.020% | |
8/15/2025 | Benjamin Edwards Inc. | 18,568 | $755K | 0.0% | N/A | 0.032% | |
8/15/2025 | Bank of America Corp DE | 2,500,637 | $101.70M | 0.0% | -2.4% | 4.366% | |
8/15/2025 | Ameriprise Financial Inc. | 86,849 | $3.53M | 0.0% | -2.8% | 0.152% | |
8/14/2025 | Jane Street Group LLC | 5,299 | $216K | 0.0% | N/A | 0.009% | |
8/14/2025 | Raymond James Financial Inc. | 1,034,412 | $42.07M | 0.0% | +1.3% | 1.806% | |
8/14/2025 | Quantinno Capital Management LP | 16,602 | $675K | 0.0% | +13.8% | 0.029% | |
8/14/2025 | Diversify Advisory Services LLC | 41,166 | $1.76M | 0.1% | +15.8% | 0.072% | |
8/14/2025 | Peapack Gladstone Financial Corp | 8,745 | $356K | 0.0% | +50.1% | 0.015% | |
8/14/2025 | Vertex Planning Partners LLC | 7,371 | $300K | 0.1% | -3.2% | 0.013% | |
8/14/2025 | Cerity Partners LLC | 131,896 | $5.36M | 0.0% | +0.9% | 0.230% | |
8/13/2025 | Cresset Asset Management LLC | 10,379 | $422K | 0.0% | -3.1% | 0.018% | |
8/13/2025 | Brown Advisory Inc. | 5,720 | $233K | 0.0% | -22.9% | 0.010% | |
8/13/2025 | M Holdings Securities Inc. | 27,390 | $1.11M | 0.2% | N/A | 0.048% | |
8/13/2025 | Baird Financial Group Inc. | 297,148 | $12.09M | 0.0% | +0.6% | 0.519% | |
8/13/2025 | Invesco Ltd. | 353,348 | $14.37M | 0.0% | -29.3% | 0.617% | |
8/13/2025 | CW Advisors LLC | 6,967 | $283K | 0.0% | N/A | 0.012% | |
8/13/2025 | WCG Wealth Advisors LLC | 254,551 | $10.35M | 0.7% | +58.7% | 0.444% | |
8/13/2025 | Oxler Private Wealth LLC | 15,349 | $624K | 0.2% | -6.0% | 0.027% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 31,978 | $1.30M | 0.0% | +4.9% | 0.056% | |
8/13/2025 | Russell Investments Group Ltd. | 1,887 | $77K | 0.0% | -18.0% | 0.003% | |
8/12/2025 | RiverFront Investment Group LLC | 7,975 | $324K | 0.0% | -34.2% | 0.014% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 125,512 | $5.11M | 0.0% | +1.9% | 0.219% | |
8/12/2025 | Intellus Advisors LLC | 5,165 | $210K | 0.0% | N/A | 0.009% | |
8/12/2025 | WealthBridge Capital Management LLC | 73,199 | $2.98M | 0.8% | -5.5% | 0.128% | |
8/12/2025 | AlphaCore Capital LLC | 265,330 | $10.79M | 0.4% | +3,737.0% | 0.463% | |
8/12/2025 | JPMorgan Chase & Co. | 48,694 | $1.98M | 0.0% | -22.6% | 0.085% | |
8/12/2025 | NFP Retirement Inc. | 387,655 | $15.77M | 1.0% | -5.5% | 0.677% | |
8/11/2025 | Wealthspire Advisors LLC | 95,248 | $3.87M | 0.0% | -2.3% | 0.166% | |
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8/11/2025 | Western Wealth Management LLC | 12,250 | $498K | 0.0% | -5.3% | 0.021% | |
8/11/2025 | Bell Investment Advisors Inc | 35,954 | $1.46M | 0.3% | +370.6% | 0.063% | |
8/8/2025 | Rockefeller Capital Management L.P. | 16,520 | $672K | 0.0% | -10.2% | 0.029% | |
8/8/2025 | Avantax Advisory Services Inc. | 543,852 | $22.12M | 0.1% | +7.5% | 0.950% | |
8/8/2025 | Cetera Investment Advisers | 423,918 | $17.24M | 0.0% | -1.8% | 0.740% | |
8/8/2025 | WealthShield Partners LLC | 11,083 | $451K | 0.1% | -4.9% | 0.019% | |
8/8/2025 | Accredited Investors Inc. | 192,735 | $7.84M | 0.5% | -1.1% | 0.337% | |
8/8/2025 | PNC Financial Services Group Inc. | 2,468 | $100K | 0.0% | -35.4% | 0.004% | |
8/7/2025 | New England Private Wealth Advisors LLC | 25,043 | $1.05M | 0.2% | -4.2% | 0.044% | |
8/7/2025 | CENTRAL TRUST Co | 6,956 | $283K | 0.0% | -4.9% | 0.012% | |
8/7/2025 | PFG Advisors | 48,364 | $1.97M | 0.1% | +11.9% | 0.084% | |
8/6/2025 | AE Wealth Management LLC | 2,648 | $108K | 0.0% | +17.0% | 0.005% | |
8/6/2025 | Savant Capital LLC | 34,517 | $1.40M | 0.0% | -4.8% | 0.060% | |
8/6/2025 | Mascagni Wealth Management Inc. | 5,562 | $226K | 0.2% | -4.9% | 0.010% | |
8/6/2025 | SouthState Corp | 4,900 | $199K | 0.0% | -20.3% | 0.009% | |
8/6/2025 | Atlantic Union Bankshares Corp | 1,732 | $70K | 0.0% | N/A | 0.003% | |
8/6/2025 | Financial Alternatives Inc | 7,313 | $297K | 0.2% | -8.3% | 0.013% | |
8/5/2025 | Freestone Capital Holdings LLC | 5,147 | $209K | 0.0% | -13.2% | 0.009% | |
8/5/2025 | Bank of Montreal Can | 5,493 | $223K | 0.0% | +21.4% | 0.010% | |
8/4/2025 | Assetmark Inc. | 5,908 | $240K | 0.0% | +27.8% | 0.010% | |
8/4/2025 | Spire Wealth Management | 7,159 | $291K | 0.0% | -8.4% | 0.013% | |
8/1/2025 | Envestnet Asset Management Inc. | 94,787 | $3.86M | 0.0% | +3.3% | 0.166% | |
7/31/2025 | Wealthfront Advisers LLC | 13,846 | $563K | 0.0% | +47.9% | 0.024% | |
7/31/2025 | Whipplewood Advisors LLC | 29,964 | $1.22M | 0.7% | +71,242.9% | 0.052% | |
7/31/2025 | Brighton Jones LLC | 25,811 | $1.05M | 0.0% | +6.3% | 0.045% | |
7/31/2025 | GenTrust LLC | 5,005 | $204K | 0.0% | N/A | 0.009% | |
7/31/2025 | Carnegie Investment Counsel | 5,485 | $223K | 0.0% | N/A | 0.010% | |
7/30/2025 | EnRich Financial Partners LLC | 10,903 | $443K | 0.1% | -4.1% | 0.019% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 4,961 | $202K | 0.0% | N/A | 0.009% | |
7/30/2025 | Arbor Investment Advisors LLC | 898,927 | $36.56M | 4.7% | +1.6% | 1.570% | |
7/29/2025 | Stratos Wealth Partners LTD. | 17,507 | $712K | 0.0% | -2.2% | 0.031% | |
7/29/2025 | Private Trust Co. NA | 1,323 | $54K | 0.0% | +33.0% | 0.002% | |
7/29/2025 | Harbor Asset Planning Inc. | 1,587 | $65K | 0.1% | N/A | 0.003% | |
7/28/2025 | Arlington Financial Advisors LLC | 164,608 | $6.70M | 1.1% | +1.9% | 0.287% | |
7/28/2025 | Revolve Wealth Partners LLC | 12,997 | $529K | 0.1% | -6.1% | 0.023% | |
7/25/2025 | NorthRock Partners LLC | 4,640 | $189K | 0.0% | +29.0% | 0.008% | |
7/25/2025 | Sequoia Financial Advisors LLC | 16,261 | $661K | 0.0% | +4.8% | 0.028% | |
7/25/2025 | Lion Street Advisors LLC | 31,426 | $1.28M | 0.4% | +19.0% | 0.055% | |
7/25/2025 | CWM LLC | 7,665 | $312K | 0.0% | +14.3% | 0.013% | |
7/25/2025 | Johnson Investment Counsel Inc. | 10,925 | $444K | 0.0% | N/A | 0.019% | |
7/24/2025 | JFS Wealth Advisors LLC | 57,268 | $2.33M | 0.1% | -4.0% | 0.099% | |
7/24/2025 | Stonebridge Financial Group LLC | 682,516 | $27.76M | 2.7% | +1.8% | 1.186% | |
7/24/2025 | IFP Advisors Inc | 3,835 | $156K | 0.0% | +99.7% | 0.007% | |
7/24/2025 | Blair William & Co. IL | 6,867 | $279K | 0.0% | -3.4% | 0.012% | |
7/24/2025 | US Bancorp DE | 30,546 | $1.24M | 0.0% | -4.8% | 0.053% | |
7/23/2025 | RMG Wealth Management LLC | 2,858 | $120K | 0.0% | N/A | 0.005% | |
7/22/2025 | Three Bridge Wealth Advisors LLC | 246,465 | $10.02M | 2.6% | +28.1% | 0.428% | |
7/22/2025 | Clarius Group LLC | 48,438 | $1.97M | 0.1% | -9.4% | 0.084% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 7,350 | $299K | 0.0% | -10.0% | 0.013% | |
7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 53,661 | $2.18M | 0.0% | -5.6% | 0.093% | |
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.
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7/18/2025 | Trilogy Capital Inc. | 7,975 | $324K | 0.0% | -12.9% | 0.014% | |
7/18/2025 | Impact Capital Partners LLC | 5,039 | $205K | 0.1% | N/A | 0.009% | |
7/17/2025 | Janney Montgomery Scott LLC | 7,795 | $317K | 0.0% | -3.4% | 0.014% | |
7/17/2025 | Johnson & White Wealth Management LLC | 231,883 | $9.43M | 4.8% | +1.0% | 0.402% | |
7/17/2025 | KWB Wealth | 24,229 | $917K | 0.1% | -16.3% | 0.042% | |
7/17/2025 | Charles Schwab Trust Co | 120,064 | $4.88M | 0.4% | +67.1% | 0.208% | |
7/16/2025 | Kathmere Capital Management LLC | 11,670 | $475K | 0.0% | -3.3% | 0.020% | |
7/16/2025 | Perigon Wealth Management LLC | 125,549 | $5.11M | 0.1% | -5.5% | 0.217% | |
7/15/2025 | Verum Partners LLC | 146,392 | $5.95M | 1.4% | +96.2% | 0.254% | |
7/15/2025 | Traction Financial Partners LLC | 103,613 | $4.21M | 2.9% | +0.6% | 0.179% | |