8/6/2025 | True Wealth Design LLC | 2,059 | $141K | 0.0% | +22.2% | 0.036% | |
8/5/2025 | Bridgewater Advisors Inc. | 10,688 | $751K | 0.1% | +42.0% | 0.189% | |
8/1/2025 | Red Lighthouse Investment Management LLC | 2,490 | $171K | 0.1% | +6.8% | 0.044% | |
8/1/2025 | Fort Vancouver Investment Management LLC | 607 | $42K | 0.0% | +61.9% | 0.011% | |
8/1/2025 | Envestnet Asset Management Inc. | 36,716 | $2.52M | 0.0% | +152.7% | 0.648% | |
7/31/2025 | Orion Capital Management LLC | 9,156 | $628K | 0.2% | +2.1% | 0.161% | |
7/31/2025 | Curio Wealth LLC | 2,174 | $149K | 0.1% | +43,380.0% | 0.038% | |
7/31/2025 | Trademark Financial Management LLC | 46,353 | $3.18M | 1.9% | +4.9% | 0.818% | |
7/31/2025 | AlTi Global Inc. | 50,529 | $3.47M | 0.1% | N/A | 0.891% | |
7/30/2025 | EnRich Financial Partners LLC | 9,448 | $648K | 0.2% | -12.5% | 0.167% | |
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7/29/2025 | Kelman Lazarov Inc. | 10,838 | $744K | 0.1% | -3.5% | 0.191% | |
7/29/2025 | Wealthstream Advisors Inc. | 38,440 | $2.64M | 0.4% | +12.4% | 0.678% | |
7/29/2025 | Werba Rubin Papier Wealth Management | 4,109 | $282K | 0.1% | +4.4% | 0.072% | |
7/25/2025 | PrairieView Partners LLC | 31,217 | $2.14M | 0.2% | -1.3% | 0.551% | |
7/24/2025 | Grand Wealth Management LLC | 934 | $64K | 0.0% | -42.5% | 0.016% | |
7/23/2025 | Quarry Hill Advisors LLC | 4,202 | $288K | 0.2% | -74.3% | 0.074% | |
7/21/2025 | Trellis Wealth Advisors LLC | 33,411 | $2.29M | 1.0% | -0.5% | 0.589% | |
7/18/2025 | Truist Financial Corp | 24,658 | $1.69M | 0.0% | +81.4% | 0.435% | |
7/18/2025 | FMB Wealth Management | 11,118 | $763K | 0.4% | +80.4% | 0.196% | |
7/17/2025 | HB Wealth Management LLC | 28,050 | $1.92M | 0.0% | +16.4% | 0.495% | |
7/17/2025 | Willow Creek Wealth Management Inc. | 91,791 | $6.30M | 0.6% | +34.8% | 1.619% | |
7/15/2025 | Vestment Financial LLC | 23,573 | $1.63M | 1.0% | +30.2% | 0.416% | |
7/15/2025 | Maseco LLP | 1,230,145 | $84.29M | 3.2% | N/A | 21.696% | |
7/15/2025 | Bfsg LLC | 13,524 | $928K | 0.1% | +12.3% | 0.239% | |
7/14/2025 | Northland Capital Management LLC | 70,740 | $4.85M | 3.0% | +8.4% | 1.248% | |
7/14/2025 | ABLE Financial Group LLC | 10,983 | $753K | 0.2% | +73.8% | 0.194% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 138,582 | $9.67M | 0.0% | +0.5% | 2.444% | |
7/8/2025 | Henrickson Nauta Wealth Advisors Inc. | 5,900 | $405K | 0.1% | N/A | 0.104% | |
5/20/2025 | Focus Partners Wealth | 326,840 | $20.38M | 0.1% | N/A | 5.921% | |
5/19/2025 | Jane Street Group LLC | 7,512 | $468K | 0.0% | N/A | 0.136% | |
5/15/2025 | Tortoise Investment Management LLC | 5,320 | $332K | 0.0% | +12.5% | 0.096% | |
5/15/2025 | Clarity Asset Management Inc. | 452,668 | $28.23M | 18.2% | +19.3% | 8.201% | |
5/14/2025 | Orion Capital Management LLC | 8,972 | $559K | 0.2% | +8.9% | 0.166% | |
5/14/2025 | Hill Investment Group Partners LLC | 13,776 | $859K | 0.1% | +9.5% | 0.255% | |
5/13/2025 | Raymond James Financial Inc. | 104,070 | $6.49M | 0.0% | N/A | 1.927% | |
5/13/2025 | HighTower Advisors LLC | 48,681 | $3.04M | 0.0% | +2.8% | 0.902% | |
5/7/2025 | Werba Rubin Papier Wealth Management | 3,934 | $245K | 0.1% | +24.9% | 0.073% | |
5/7/2025 | Wealthstream Advisors Inc. | 34,186 | $2.13M | 0.4% | -2.3% | 0.633% | |
5/7/2025 | LPL Financial LLC | 22,924 | $1.43M | 0.0% | +59.4% | 0.425% | |
5/7/2025 | HB Wealth Management LLC | 24,090 | $1.50M | 0.0% | N/A | 0.446% | |
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5/6/2025 | Avantax Advisory Services Inc. | 6,899 | $430K | 0.0% | -34.0% | 0.128% | |
5/6/2025 | Grand Wealth Management LLC | 1,625 | $101K | 0.1% | +74.0% | 0.030% | |
5/6/2025 | Kelman Lazarov Inc. | 11,232 | $700K | 0.1% | +4.6% | 0.208% | |
5/6/2025 | Journey Strategic Wealth LLC | 15,492 | $966K | 0.0% | -3.7% | 0.287% | |
5/6/2025 | Vista Capital Partners Inc. | 19,564 | $1.22M | 0.1% | -8.8% | 0.362% | |
5/2/2025 | Bridgewater Advisors Inc. | 7,529 | $463K | 0.0% | N/A | 0.139% | |
5/2/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 5,894 | $368K | 0.1% | +6.8% | 0.109% | |
5/1/2025 | Asset Dedication LLC | 776 | $48K | 0.0% | +102.1% | 0.014% | |
4/29/2025 | Envestnet Asset Management Inc. | 14,531 | $906K | 0.0% | +25.8% | 0.269% | |
4/28/2025 | Red Lighthouse Investment Management LLC | 2,331 | $143K | 0.1% | +12.8% | 0.043% | |
4/28/2025 | Quarry Hill Advisors LLC | 16,336 | $1.02M | 0.7% | +10.1% | 0.303% | |
4/25/2025 | EnRich Financial Partners LLC | 10,792 | $673K | 0.2% | N/A | 0.200% | |
4/25/2025 | Trademark Financial Management LLC | 44,197 | $2.76M | 2.1% | -6.6% | 0.818% | |
4/23/2025 | Austin Asset Management Co Inc | 6,485 | $404K | 0.1% | N/A | 0.120% | |
4/23/2025 | Northland Capital Management LLC | 65,252 | $4.07M | 2.8% | -2.3% | 1.208% | |
4/22/2025 | Diversified Portfolios Inc. | 21,825 | $1.36M | 0.1% | -9.1% | 0.404% | |
4/18/2025 | Bfsg LLC | 12,045 | $751K | 0.1% | +47.4% | 0.228% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 137,887 | $8.60M | 0.0% | N/A | 2.611% | |
4/15/2025 | Vestment Financial LLC | 18,102 | $1.14M | 0.8% | +9.1% | 0.343% | |
4/14/2025 | LexAurum Advisors LLC | 11,067 | $690K | 0.1% | +5.5% | 0.210% | |
4/9/2025 | Elevation Wealth Partners LLC | 981 | $61K | 0.0% | N/A | 0.019% | |
4/8/2025 | Highland Financial Advisors LLC | 101,435 | $6.33M | 2.3% | +1.4% | 1.921% | |
2/27/2025 | ABLE Financial Group LLC | 6,398 | $423K | 0.1% | +8.5% | 0.125% | |
2/17/2025 | Waverly Advisors LLC | 139,519 | $9.23M | 0.1% | -0.8% | 3.346% | |
2/17/2025 | Vestment Financial LLC | 16,591 | $1.10M | 0.8% | N/A | 0.398% | |
2/17/2025 | Clarity Asset Management Inc. | 379,408 | $25.09M | 16.3% | -2.4% | 9.099% | |
2/17/2025 | Citadel Advisors LLC | 12,227 | $808K | 0.0% | N/A | 0.293% | |
2/14/2025 | Oak Wealth Advisors LLC | 8,958 | $592K | 0.5% | N/A | 0.215% | |
2/13/2025 | Mariner LLC | 94,405 | $6.24M | 0.0% | +92.9% | 2.264% | |
2/13/2025 | Kelman Lazarov Inc. | 10,741 | $710K | 0.1% | +7.6% | 0.258% | |
2/13/2025 | Envestnet Asset Management Inc. | 11,555 | $764K | 0.0% | +19.3% | 0.277% | |
2/12/2025 | Orion Portfolio Solutions LLC | 20,970 | $1.39M | 0.0% | -4.8% | 0.503% | |
2/11/2025 | LPL Financial LLC | 14,384 | $951K | 0.0% | -31.8% | 0.345% | |
2/10/2025 | Curio Wealth LLC | 2,115 | $140K | 0.1% | N/A | 0.051% | |
2/10/2025 | Corient Private Wealth LLC | 162,803 | $10.77M | 0.0% | +1.8% | 3.904% | |
2/10/2025 | Commonwealth Equity Services LLC | 117,491 | $7.77M | 0.0% | +0.6% | 2.818% | |
2/10/2025 | Parkworth Wealth Management Inc. | 2,147 | $142K | 0.1% | N/A | 0.051% | |
2/7/2025 | HighTower Advisors LLC | 47,340 | $3.13M | 0.0% | -3.0% | 1.135% | |
2/7/2025 | Tortoise Investment Management LLC | 4,730 | $313K | 0.0% | +6.8% | 0.113% | |
2/7/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 5,521 | $365K | 0.1% | +59.0% | 0.132% | |
2/7/2025 | Red Lighthouse Investment Management LLC | 2,067 | $137K | 0.1% | -11.7% | 0.050% | |
2/5/2025 | Passive Capital Management LLC. | 12,598 | $833K | 0.3% | +8.0% | 0.302% | |
2/4/2025 | Wealthstream Advisors Inc. | 34,987 | $2.31M | 0.4% | +41.5% | 0.839% | |
2/3/2025 | Trellis Wealth Advisors LLC | 33,572 | $2.22M | 1.1% | -1.1% | 0.805% | |
2/3/2025 | Werba Rubin Papier Wealth Management | 3,150 | $208K | 0.0% | N/A | 0.076% | |
1/31/2025 | Bfsg LLC | 8,171 | $540K | 0.1% | +41.0% | 0.196% | |
1/31/2025 | Truist Financial Corp | 11,555 | $764K | 0.0% | +19.3% | 0.277% | |
1/30/2025 | Highland Financial Advisors LLC | 100,039 | $6.62M | 2.3% | +4.1% | 2.399% | |
1/30/2025 | Trademark Financial Management LLC | 47,339 | $3.13M | 2.5% | +58.7% | 1.135% | |
1/29/2025 | PrairieView Partners LLC | 31,781 | $2.10M | 0.2% | -3.5% | 0.762% | |
Elon’s BIGGEST warning yet? (Ad) Tesla's About to Prove Everyone Wrong... Again
Back in 2018, when Jeff Brown told everyone to buy Tesla…
The "experts" said Elon was finished and Tesla was headed for bankruptcy.
Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough. Click here to see why Tesla's about to prove everyone wrong... again. |
1/24/2025 | Journey Strategic Wealth LLC | 16,087 | $1.06M | 0.0% | -5.9% | 0.386% | |
1/22/2025 | Perigon Wealth Management LLC | 4,325 | $291K | 0.0% | +27.6% | 0.104% | |
1/22/2025 | Northland Capital Management LLC | 66,766 | $4.42M | 3.3% | -14.9% | 1.601% | |
1/21/2025 | LexAurum Advisors LLC | 10,486 | $693K | 0.1% | +4.7% | 0.251% | |
11/15/2024 | Clarity Asset Management Inc. | 388,873 | $25.39M | 17.7% | +8.5% | 9.325% | |
11/15/2024 | Passive Capital Management LLC. | 11,667 | $762K | 0.3% | -2.6% | 0.280% | |
11/15/2024 | Orion Portfolio Solutions LLC | 22,019 | $1.44M | 0.0% | -6.1% | 0.528% | |
11/15/2024 | HighTower Advisors LLC | 48,818 | $3.19M | 0.0% | -2.7% | 1.171% | |
11/6/2024 | Wealthstream Advisors Inc. | 24,725 | $1.62M | 0.3% | +3.3% | 0.593% | |
11/4/2024 | Axxcess Wealth Management LLC | 4,692 | $306K | 0.0% | +27.3% | 0.113% | |