| 1/31/2025 | Global Retirement Partners LLC | 3,686 | $295K | 0.0% | +5.5% | 0.004% | |
| 1/31/2025 | Cornerstone Advisors Asset Management LLC | 72,938 | $5.83M | 1.3% | +3.7% | 0.083% | |
| 1/31/2025 | Bfsg LLC | 32,498 | $2.60M | 0.3% | -4.8% | 0.037% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 6,359 | $509K | 0.0% | -14.1% | 0.007% | |
| 1/31/2025 | Mraz Amerine & Associates Inc. | 12,443 | $995K | 0.2% | -8.7% | 0.014% | |
| 1/31/2025 | D.A. Davidson & CO. | 114,912 | $9.19M | 0.1% | +0.9% | 0.131% | |
| 1/31/2025 | Truist Financial Corp | 307,910 | $24.63M | 0.0% | -11.1% | 0.352% | |
| 1/31/2025 | Human Investing LLC | 134,124 | $10.73M | 1.9% | +5.9% | 0.153% | |
| 1/31/2025 | Sanctuary Advisors LLC | 50,673 | $4.22M | 0.0% | +0.6% | 0.058% | |
| 1/31/2025 | Nicholas Hoffman & Company LLC. | 25,256 | $2.02M | 0.1% | +10.1% | 0.029% | |
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| 1/31/2025 | Macroview Investment Management LLC | 14,566 | $1.17M | 1.2% | +1.9% | 0.017% | |
| 1/31/2025 | JFS Wealth Advisors LLC | 4,814 | $385K | 0.0% | -6.4% | 0.006% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 14,725 | $1.18M | 0.0% | -1.1% | 0.017% | |
| 1/30/2025 | JNBA Financial Advisors | 123,555 | $9.88M | 1.0% | -2.3% | 0.141% | |
| 1/30/2025 | VeraBank N.A. | 315,321 | $25.22M | 7.1% | +8.8% | 0.360% | |
| 1/30/2025 | Allworth Financial LP | 94,695 | $7.73M | 0.0% | +134.3% | 0.108% | |
| 1/30/2025 | American Financial Advisors LLC | 432,370 | $34.59M | 4.9% | -1.7% | 0.494% | |
| 1/30/2025 | Oak Root LLC | 67,111 | $5.37M | 0.7% | -9.1% | 0.077% | |
| 1/30/2025 | Accretive Wealth Partners LLC | 6,074 | $486K | 0.2% | +3.6% | 0.007% | |
| 1/30/2025 | Compass Financial Group INC SD | 142,342 | $11.39M | 2.2% | +9.3% | 0.163% | |
| 1/30/2025 | Valeo Financial Advisors LLC | 3,709 | $297K | 0.0% | +16.2% | 0.004% | |
| 1/30/2025 | Root Financial Partners LLC | 6,946 | $556K | 0.1% | N/A | 0.008% | |
| 1/30/2025 | Walkner Condon Financial Advisors LLC | 39,221 | $3.14M | 0.6% | -0.7% | 0.045% | |
| 1/30/2025 | Sunburst Financial Group LLC | 26,479 | $2.12M | 0.5% | -2.1% | 0.030% | |
| 1/29/2025 | Avestar Capital LLC | 18,401 | $1.47M | 0.1% | -7.2% | 0.021% | |
| 1/29/2025 | Castle Wealth Management LLC | 9,306 | $744K | 0.3% | +34.9% | 0.011% | |
| 1/29/2025 | Retirement Guys Formula LLC | 43,137 | $3.45M | 1.7% | -1.4% | 0.049% | |
| 1/29/2025 | Avidian Wealth Enterprises LLC | 25,591 | $2.05M | 0.1% | -0.6% | 0.029% | |
| 1/29/2025 | Financial Connections Group Inc. | 104,106 | $8.33M | 4.0% | +6.7% | 0.119% | |
| 1/29/2025 | Leavell Investment Management Inc. | 110,429 | $8.83M | 0.4% | +3.0% | 0.126% | |
| 1/29/2025 | Weatherly Asset Management L. P. | 246,759 | $19.74M | 1.8% | +4.5% | 0.282% | |
| 1/29/2025 | Soltis Investment Advisors LLC | 3,928 | $314K | 0.0% | +7.9% | 0.004% | |
| 1/29/2025 | Savant Capital LLC | 2,689 | $215K | 0.0% | -34.2% | 0.003% | |
| 1/28/2025 | OMC Financial Services LTD | 18,259 | $1.46M | 0.6% | -5.3% | 0.021% | |
| 1/28/2025 | LJI Wealth Management LLC | 4,710 | $377K | 0.1% | -8.2% | 0.005% | |
| 1/28/2025 | Focused Wealth Management Inc | 225,963 | $18.08M | 2.4% | -4.7% | 0.258% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 16,105 | $1.29M | 0.0% | -78.9% | 0.018% | |
| 1/28/2025 | Moser Wealth Advisors LLC | 6,961 | $557K | 0.3% | +6.1% | 0.008% | |
| 1/28/2025 | Stephens Inc. AR | 35,090 | $2.81M | 0.0% | +2.4% | 0.040% | |
| 1/28/2025 | Hendershot Investments Inc. | 8,614 | $689K | 0.1% | +7.0% | 0.010% | |
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| 1/28/2025 | Advisors Preferred LLC | 68,320 | $5.46M | 0.9% | -23.7% | 0.078% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 24,861 | $1.99M | 0.0% | +3.9% | 0.028% | |
| 1/28/2025 | Apollon Wealth Management LLC | 13,614 | $1.09M | 0.0% | N/A | 0.016% | |
| 1/28/2025 | Northstar Group Inc. | 4,284 | $343K | 0.1% | +40.2% | 0.005% | |
| 1/28/2025 | Lodestar Private Asset Management LLC | 32,654 | $2.61M | 0.3% | +1.7% | 0.037% | |
| 1/28/2025 | Keystone Financial Group Inc. | 99,877 | $7.99M | 6.5% | N/A | 0.114% | |
| 1/28/2025 | American Financial & Tax Strategies Inc. | 48,124 | $3.85M | 2.0% | +3.2% | 0.055% | |
| 1/27/2025 | GHP Investment Advisors Inc. | 1,206 | $96K | 0.0% | -30.0% | 0.001% | |
| 1/27/2025 | Insight Advisors LLC PA | 5,813 | $465K | 0.1% | -36.6% | 0.007% | |
| 1/27/2025 | Robertson Stephens Wealth Management LLC | 8,300 | $664K | 0.0% | N/A | 0.009% | |
| 1/27/2025 | Choreo LLC | 304,321 | $24.35M | 0.3% | +26.2% | 0.348% | |
| 1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 32,000 | $2.56M | 0.0% | -24.7% | 0.037% | |
| 1/27/2025 | Beacon Financial Planning Inc. | 13,425 | $1.07M | 0.6% | +224.4% | 0.015% | |
| 1/27/2025 | Kathleen S. Wright Associates Inc. | 73,930 | $5.91M | 2.3% | +0.8% | 0.084% | |
| 1/24/2025 | GEN Financial Management INC. | 319,877 | $25.59M | 16.6% | N/A | 0.366% | |
| 1/24/2025 | EQ Wealth Advisors LLC | 37,989 | $3.04M | 2.6% | N/A | 0.043% | |
| 1/24/2025 | Muirfield Wealth Advisors LLC | 4,849 | $388K | 0.3% | -2.6% | 0.006% | |
| 1/24/2025 | Resonant Capital Advisors LLC | 166,909 | $13.35M | 1.0% | +2.5% | 0.191% | |
| 1/24/2025 | Tanglewood Wealth Management Inc. | 99,022 | $7.92M | 0.9% | -1.2% | 0.113% | |
| 1/24/2025 | Round Rock Advisors LLC | 11,902 | $952K | 0.2% | +4.8% | 0.014% | |
| 1/24/2025 | DAVENPORT & Co LLC | 5,586 | $447K | 0.0% | +6.6% | 0.006% | |
| 1/24/2025 | Blossom Wealth Management | 5,984 | $479K | 0.9% | +4.6% | 0.007% | |
| 1/24/2025 | Five Pine Wealth Management | 22,106 | $1.77M | 1.5% | N/A | 0.025% | |
| 1/24/2025 | Destiny Wealth Partners LLC | 102,927 | $8.23M | 1.3% | -2.0% | 0.118% | |
| 1/24/2025 | Concord Wealth Partners | 7,728 | $618K | 0.1% | +145.6% | 0.009% | |
| 1/24/2025 | Concord Asset Management LLC VA | 7,728 | $618K | 0.1% | +126.3% | 0.009% | |
| 1/24/2025 | Chicago Partners Investment Group LLC | 22,072 | $1.78M | 0.1% | -0.9% | 0.025% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 3,059 | $245K | 0.0% | +12.9% | 0.003% | |
| 1/23/2025 | McKinley Carter Wealth Services Inc. | 28,452 | $2.28M | 0.1% | -1.9% | 0.033% | |
| 1/23/2025 | Wade Financial Advisory Inc | 54,430 | $4.35M | 1.5% | -1.1% | 0.062% | |
| 1/23/2025 | Barry Investment Advisors LLC | 14,239 | $1.14M | 0.4% | +13.3% | 0.016% | |
| 1/22/2025 | Perigon Wealth Management LLC | 7,939 | $635K | 0.0% | +29.5% | 0.009% | |
| 1/22/2025 | Landmark Wealth Management LLC | 91,027 | $7.28M | 3.2% | +5.2% | 0.104% | |
| 1/22/2025 | Buttonwood Financial Advisors Inc. | 89,199 | $7.14M | 3.1% | +15.2% | 0.102% | |
| 1/22/2025 | Atticus Wealth Management LLC | 562 | $45K | 0.0% | -23.7% | 0.001% | |
| 1/21/2025 | High Net Worth Advisory Group LLC | 52,329 | $4.19M | 1.2% | +0.7% | 0.060% | |
| 1/21/2025 | RTD Financial Advisors Inc. | 107,720 | $8.62M | 1.1% | -1.9% | 0.123% | |
| 1/21/2025 | Archford Capital Strategies LLC | 81,106 | $6.49M | 1.0% | -7.4% | 0.093% | |
| 1/21/2025 | Duncan Williams Asset Management LLC | 9,903 | $792K | 0.3% | +2.2% | 0.011% | |
| 1/21/2025 | Nikulski Financial Inc. | 45,163 | $3.61M | 1.1% | +0.7% | 0.052% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 3,153 | $252K | 0.0% | +9.2% | 0.004% | |
| 1/21/2025 | Fifth Third Bancorp | 2,725 | $218K | 0.0% | -53.2% | 0.003% | |
| 1/21/2025 | Exchange Traded Concepts LLC | 75,852 | $6.07M | 0.1% | +16,534.2% | 0.087% | |
| 1/21/2025 | Cornerstone Wealth Management LLC | 65,972 | $5.28M | 0.4% | +6.3% | 0.075% | |
| 1/21/2025 | Johnson Bixby & Associates LLC | 22,798 | $1.82M | 0.3% | -5.8% | 0.026% | |
| 1/21/2025 | Montecito Bank & Trust | 86,679 | $6.93M | 1.2% | -1.9% | 0.099% | |
| 1/17/2025 | Cedar Point Capital Partners LLC | 21,588 | $1.73M | 1.2% | +5.9% | 0.025% | |
| 1/17/2025 | Avior Wealth Management LLC | 1,250 | $100K | 0.0% | N/A | 0.001% | |
| 1/17/2025 | Mutual Advisors LLC | 6,992 | $560K | 0.0% | +8.3% | 0.008% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 271,962 | $21.75M | 0.1% | +1.7% | 0.311% | |
Is this Elon’s true agenda? (Ad) All 10 of the world's biggest money managers follow my work, and the Pentagon, the FBI and Harvard professors have all turned to my business partner and I for our thoughts on the market. And with every investor in America wondering what Elon is going to do now that he's in Washington, this is what we tell them Click here for my report |
| 1/17/2025 | Verum Partners LLC | 53,172 | $4.25M | 1.2% | +13.4% | 0.061% | |
| 1/17/2025 | Atomi Financial Group Inc. | 14,452 | $1.16M | 0.1% | +39.3% | 0.017% | |
| 1/17/2025 | Segment Wealth Management LLC | 12,583 | $1.01M | 0.1% | -9.3% | 0.014% | |
| 1/16/2025 | Koshinski Asset Management Inc. | 17,092 | $1.37M | 0.0% | +30.3% | 0.020% | |
| 1/16/2025 | Shore Point Advisors LLC | 21,385 | $1.71M | 0.9% | +1.8% | 0.024% | |
| 1/16/2025 | Capital Wealth Management LLC | 20,875 | $1.67M | 0.7% | +3.1% | 0.024% | |
| 1/16/2025 | Trueblood Wealth Management LLC | 5,924 | $474K | 0.2% | +31.0% | 0.007% | |
| 1/16/2025 | Scott Capital Advisors LLC | 3,881 | $306K | 0.1% | +6.9% | 0.004% | |
| 1/16/2025 | Kaydan Wealth Management Inc. | 5,228 | $418K | 0.1% | -6.4% | 0.006% | |
| 1/16/2025 | Brady Martz Wealth Solutions LLC | 86,550 | $6.84M | 1.6% | N/A | 0.099% | |
