1/17/2025 | Key Client Fiduciary Advisors LLC | 8,349 | $862K | 0.4% | +4.9% | 0.003% | |
1/17/2025 | Cedar Point Capital Partners LLC | 3,027 | $313K | 0.2% | +40.9% | 0.001% | |
1/17/2025 | Avior Wealth Management LLC | 22,036 | $2.28M | 0.1% | -4.5% | 0.009% | |
1/17/2025 | Mutual Advisors LLC | 94,921 | $9.81M | 0.3% | +9.1% | 0.039% | |
1/17/2025 | Janney Montgomery Scott LLC | 1,749,942 | $180.77M | 0.5% | N/A | 0.722% | |
1/17/2025 | Simon Quick Advisors LLC | 30,414 | $3.14M | 0.2% | +10.0% | 0.013% | |
1/17/2025 | Verum Partners LLC | 10,067 | $1.04M | 0.3% | -25.2% | 0.004% | |
1/17/2025 | Fort Washington Investment Advisors Inc. OH | 25,456 | $2.63M | 0.0% | +1,087.3% | 0.010% | |
1/17/2025 | Atomi Financial Group Inc. | 6,392 | $660K | 0.0% | -2.1% | 0.003% | |
1/17/2025 | Lockerman Financial Group Inc. | 2,793 | $289K | 0.5% | N/A | 0.001% | |
|
1/16/2025 | Aspiriant LLC | 2,001 | $207K | 0.0% | N/A | 0.001% | |
1/16/2025 | Royal Fund Management LLC | 165,518 | $17.16M | 1.6% | -0.1% | 0.068% | |
1/16/2025 | Wealthquest Corp | 1,274,203 | $131.63M | 10.7% | +0.5% | 0.525% | |
1/16/2025 | Zhang Financial LLC | 36,441 | $3.76M | 0.2% | -0.9% | 0.015% | |
1/16/2025 | Diversify Advisory Services LLC | 10,881 | $1.12M | 0.1% | -35.5% | 0.004% | |
1/16/2025 | LVW Advisors LLC | 467,752 | $48.32M | 5.8% | +0.3% | 0.193% | |
1/16/2025 | Client 1ST Advisory Group LLC | 2,409 | $249K | 0.1% | N/A | 0.001% | |
1/16/2025 | Bernardo Wealth Planning LLC | 191,806 | $19.66M | 4.7% | +2.9% | 0.079% | |
1/16/2025 | Perkins Coie Trust Co | 198,156 | $20.47M | 4.5% | -0.3% | 0.082% | |
1/15/2025 | Aaron Wealth Advisors LLC | 608,339 | $62.85M | 7.3% | -1.7% | 0.251% | |
1/15/2025 | Ameritas Advisory Services LLC | 21,084 | $2.18M | 0.1% | +69.8% | 0.009% | |
1/15/2025 | HB Wealth Management LLC | 167,123 | $17.28M | 0.2% | +0.1% | 0.069% | |
1/15/2025 | Cherrydale Wealth Management LLC | 6,137 | $634K | 0.2% | N/A | 0.003% | |
1/15/2025 | Integrated Investment Consultants LLC | 104,486 | $10.79M | 0.2% | +2.5% | 0.043% | |
1/15/2025 | Arkadios Wealth Advisors | 5,913 | $611K | 0.0% | N/A | 0.002% | |
1/15/2025 | Sax Wealth Advisors LLC | 3,944 | $407K | 0.0% | +6.2% | 0.002% | |
1/15/2025 | Brand Asset Management Group Inc. | 134,235 | $13.87M | 5.6% | -3.0% | 0.055% | |
1/15/2025 | Relyea Zuckerberg Hanson LLC | 9,521 | $983K | 0.1% | +2.2% | 0.004% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 16,857 | $1.74M | 0.0% | -45.3% | 0.007% | |
1/15/2025 | Procyon Advisors LLC | 127,477 | $13.17M | 0.8% | -11.1% | 0.053% | |
1/15/2025 | Yarger Wealth Strategies LLC | 190,131 | $19.64M | 11.3% | +116.8% | 0.078% | |
1/15/2025 | Certified Advisory Corp | 63,212 | $6.53M | 0.7% | +3.5% | 0.026% | |
1/15/2025 | Fermata Advisors LLC | 4,081 | $422K | 0.1% | -4.3% | 0.002% | |
1/15/2025 | Ritholtz Wealth Management | 7,303 | $754K | 0.0% | -83.7% | 0.003% | |
1/15/2025 | Carnegie Investment Counsel | 12,071 | $1.25M | 0.0% | +22.3% | 0.005% | |
1/14/2025 | Steph & Co. | 22,059 | $2.28M | 0.8% | -0.9% | 0.009% | |
1/14/2025 | ERn Financial LLC | 62,997 | $6.51M | 1.0% | -0.6% | 0.026% | |
1/14/2025 | Armstrong Advisory Group Inc. | 1,199 | $124K | 0.0% | +23.5% | 0.000% | |
1/14/2025 | Apella Capital LLC | 5,546 | $573K | 0.0% | +35.9% | 0.002% | |
1/14/2025 | Park Avenue Securities LLC | 52,768 | $5.45M | 0.1% | +31.5% | 0.022% | |
Do this Before Elon’s Reveal on January 22nd (Ad) Elon’s newest tech could pay you an extra $30,000 a year — while you sleep.
It’s smaller than a quarter but designed to power a $9 trillion AI revolution.
And I’ve identified a little-known supplier Elon is depending on to make it all happen. I urge you to watch this video now. |
1/14/2025 | Fifth Third Wealth Advisors LLC | 47,936 | $4.95M | 0.3% | +33.0% | 0.020% | |
1/14/2025 | Accurate Wealth Management LLC | 8,303 | $851K | 0.2% | N/A | 0.003% | |
1/14/2025 | Sovereign Financial Group Inc. | 6,821 | $705K | 0.2% | +13.6% | 0.003% | |
1/14/2025 | Safeguard Financial LLC | 11,025 | $1.14M | 0.2% | -1.0% | 0.005% | |
1/14/2025 | Lpwm LLC | 620,125 | $64.06M | 20.6% | -7.7% | 0.256% | |
1/14/2025 | Ignite Planners LLC | 4,790 | $502K | 0.1% | +110.9% | 0.002% | |
1/13/2025 | Ellenbecker Investment Group | 4,048 | $418K | 0.1% | N/A | 0.002% | |
1/13/2025 | CHB Investment Group LLC | 25,095 | $2.59M | 1.4% | -6.7% | 0.010% | |
1/13/2025 | AdvisorNet Financial Inc | 5,055 | $522K | 0.0% | +52.6% | 0.002% | |
1/13/2025 | Wedmont Private Capital | 27,795 | $2.85M | 0.2% | +1.9% | 0.011% | |
1/13/2025 | Eagle Bay Advisors LLC | 568 | $59K | 0.0% | +140.7% | 0.000% | |
1/13/2025 | Capital Investment Advisors LLC | 6,504 | $672K | 0.0% | N/A | 0.003% | |
1/13/2025 | Brookstone Capital Management | 25,201 | $2.60M | 0.0% | +83.5% | 0.010% | |
1/13/2025 | EWG Elevate Inc. | 7,285 | $753K | 0.2% | N/A | 0.003% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 367,495 | $35.47M | 0.1% | +0.7% | 0.152% | |
1/10/2025 | ORG Partners LLC | 49,816 | $5.15M | 0.7% | -2.7% | 0.021% | |
1/8/2025 | First Hawaiian Bank | 828,454 | $85.58M | 2.8% | +0.6% | 0.346% | |
1/8/2025 | Fulton Bank N.A. | 6,391 | $660K | 0.0% | N/A | 0.003% | |
1/7/2025 | Benchmark Wealth Management LLC | 7,055 | $729K | 0.4% | -9.7% | 0.003% | |
1/7/2025 | Diversified Trust Co | 7,831 | $809K | 0.0% | +15.5% | 0.003% | |
12/26/2024 | JPMorgan Chase & Co. | 302,592 | $29.21M | 0.0% | +1.6% | 0.130% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 24,358 | $2.34M | 0.1% | +5.1% | 0.010% | |
12/10/2024 | DGS Capital Management LLC | 3,435 | $332K | 0.1% | -5.9% | 0.001% | |
11/27/2024 | Franklin Resources Inc. | 3,492 | $345K | 0.0% | -28.9% | 0.001% | |
11/25/2024 | Synovus Financial Corp | 2,994 | $289K | 0.0% | N/A | 0.001% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 18,029 | $1.74M | 0.0% | +441.1% | 0.008% | |
11/25/2024 | Sanctuary Advisors LLC | 87,959 | $8.92M | 0.1% | +2.4% | 0.038% | |
11/21/2024 | Tudor Financial Inc. | 8,858 | $855K | 0.5% | N/A | 0.004% | |
11/21/2024 | Wealthquest Corp | 1,268,388 | $120.84M | 10.6% | +5.0% | 0.544% | |
11/19/2024 | M&T Bank Corp | 227,404 | $21.95M | 0.1% | -6.7% | 0.098% | |
11/18/2024 | TD Private Client Wealth LLC | 131,557 | $12.70M | 0.4% | +24.1% | 0.056% | |
11/18/2024 | Virtue Capital Management LLC | 16,873 | $1.63M | 0.3% | -12.2% | 0.007% | |
11/18/2024 | Sunbelt Securities Inc. | 713 | $69K | 0.0% | +1,558.1% | 0.000% | |
11/18/2024 | Coldstream Capital Management Inc. | 13,797 | $1.33M | 0.0% | +2.5% | 0.006% | |
11/15/2024 | MidWestOne Financial Group Inc. | 271,622 | $26.22M | 3.6% | +209.2% | 0.117% | |
11/15/2024 | Valued Retirements Inc. | 2,356 | $227K | 0.3% | N/A | 0.001% | |
11/15/2024 | M&T Bank Corp | 227,404 | $21.95M | 0.1% | -6.7% | 0.098% | |
11/15/2024 | Continuum Advisory LLC | 38,442 | $3.92M | 0.5% | +4.4% | 0.016% | |
11/15/2024 | Roffman Miller Associates Inc. PA | 36,996 | $3.57M | 0.2% | +0.3% | 0.016% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 23,871 | $2.30M | 0.8% | -0.4% | 0.010% | |
11/15/2024 | MML Investors Services LLC | 437,308 | $42.21M | 0.2% | +11.7% | 0.188% | |
11/15/2024 | Orion Portfolio Solutions LLC | 11,636 | $1.12M | 0.0% | N/A | 0.005% | |
11/15/2024 | Zacks Investment Management | 9,350 | $902K | 0.0% | -1.2% | 0.004% | |
11/15/2024 | EP Wealth Advisors LLC | 2,758 | $266K | 0.0% | N/A | 0.001% | |
11/15/2024 | Jane Street Group LLC | 10,128 | $978K | 0.0% | +275.4% | 0.004% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 7,308 | $705K | 0.0% | -12.0% | 0.003% | |
11/15/2024 | Stifel Financial Corp | 163,824 | $15.81M | 0.0% | +1.8% | 0.070% | |
11/15/2024 | SWAN Capital LLC | 98,352 | $9.49M | 4.7% | -26.3% | 0.042% | |
11/15/2024 | Swmg LLC | 15,130 | $1.55M | 0.6% | N/A | 0.006% | |
11/15/2024 | SageView Advisory Group LLC | 1,605,073 | $154.92M | 7.9% | -17.6% | 0.689% | |
Do this Before Elon’s Reveal on January 22nd (Ad) Elon’s newest tech could pay you an extra $30,000 a year — while you sleep.
It’s smaller than a quarter but designed to power a $9 trillion AI revolution.
And I’ve identified a little-known supplier Elon is depending on to make it all happen. I urge you to watch this video now. |
11/15/2024 | Quantinno Capital Management LP | 80,324 | $7.75M | 0.1% | +66.0% | 0.034% | |
11/15/2024 | IHT Wealth Management LLC | 28,504 | $2.74M | 0.1% | +43.7% | 0.012% | |
11/15/2024 | HighTower Advisors LLC | 1,442,212 | $139.18M | 0.2% | +1.0% | 0.619% | |
11/15/2024 | Chevy Chase Trust Holdings LLC | 7,500 | $724K | 0.0% | -9.1% | 0.003% | |
11/15/2024 | Arrowroot Family Office LLC | 145,369 | $14.03M | 8.2% | +10.9% | 0.062% | |
11/14/2024 | Flow Traders U.S. LLC | 15,404 | $1.49M | 0.1% | N/A | 0.007% | |
11/14/2024 | Captrust Financial Advisors | 372,615 | $35.97M | 0.1% | -2.6% | 0.160% | |
11/14/2024 | Rockefeller Capital Management L.P. | 256,160 | $24.73M | 0.1% | +1.8% | 0.110% | |
11/14/2024 | Providence Capital Advisors LLC | 566 | $55K | 0.0% | +83.2% | 0.000% | |
11/14/2024 | WFA of San Diego LLC | 29,579 | $2.86M | 2.4% | +6.5% | 0.013% | |