1/21/2025 | Alpha Financial Advisors LLC | 313,518 | $12.94M | 5.9% | +92.5% | 0.270% | |
1/21/2025 | Stewardship Advisors LLC | 43,942 | $1.81M | 0.5% | +23.2% | 0.038% | |
1/21/2025 | B.O.S.S. Retirement Advisors LLC | 18,039 | $744K | 0.2% | -19.9% | 0.016% | |
1/21/2025 | CFS Investment Advisory Services LLC | 447,790 | $18.48M | 1.7% | +2.4% | 0.385% | |
1/21/2025 | SJS Investment Consulting Inc. | 201,077 | $8.30M | 1.4% | -2.8% | 0.173% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 1,445,944 | $59.67M | 2.6% | +3.5% | 1.243% | |
1/21/2025 | Firethorn Wealth Partners LLC | 29,896 | $1.23M | 0.6% | -11.8% | 0.026% | |
1/21/2025 | LexAurum Advisors LLC | 37,340 | $1.54M | 0.3% | -27.3% | 0.032% | |
1/21/2025 | RFG Advisory LLC | 30,071 | $1.24M | 0.0% | -28.0% | 0.026% | |
1/21/2025 | Heritage Wealth Management Inc. Texas | 260,808 | $10.76M | 6.3% | +4.1% | 0.224% | |
|
1/17/2025 | Spinnaker Investment Group LLC | 356,334 | $14.71M | 3.5% | -10.5% | 0.306% | |
1/17/2025 | Market Street Wealth Management Advisors LLC | 1,125,563 | $46.45M | 7.8% | +3.7% | 0.968% | |
1/17/2025 | Global Trust Asset Management LLC | 7,782 | $321K | 0.1% | -58.2% | 0.007% | |
1/17/2025 | Aspire Private Capital LLC | 7,795 | $322K | 0.1% | +7.9% | 0.007% | |
1/17/2025 | Great Waters Wealth Management | 2,481,510 | $102.41M | 13.1% | +19.3% | 2.134% | |
1/16/2025 | Lam Group Inc. | 6,080 | $251K | 0.2% | +21.4% | 0.005% | |
1/16/2025 | Pure Financial Advisors LLC | 913,919 | $37.72M | 0.9% | +9.4% | 0.786% | |
1/16/2025 | Mitchell Mcleod Pugh & Williams Inc. | 20,145 | $831K | 0.2% | +100.0% | 0.017% | |
1/16/2025 | Onyx Financial Advisors LLC | 34,984 | $1.44M | 0.8% | +36.3% | 0.030% | |
1/16/2025 | Divergent Planning LLC | 295,813 | $12.09M | 4.1% | +1.3% | 0.254% | |
1/16/2025 | Diversify Wealth Management LLC | 279,994 | $11.44M | 0.9% | -2.1% | 0.241% | |
1/16/2025 | Evanson Asset Management LLC | 36,919 | $1.52M | 0.1% | +5.1% | 0.032% | |
1/16/2025 | Client 1ST Advisory Group LLC | 354,168 | $14.62M | 5.6% | N/A | 0.305% | |
1/15/2025 | TCP Asset Management LLC | 54,391 | $2.25M | 0.5% | +16.2% | 0.047% | |
1/15/2025 | Krilogy Financial LLC | 436,491 | $18.01M | 1.2% | +13.6% | 0.375% | |
1/15/2025 | CGN Advisors LLC | 137,339 | $5.67M | 0.6% | +2.0% | 0.118% | |
1/15/2025 | Helen Stephens Group LLC | 6,438 | $266K | 0.1% | -71.4% | 0.006% | |
1/15/2025 | 25 LLC | 11,969 | $494K | 0.2% | +22.2% | 0.010% | |
1/15/2025 | Sax Wealth Advisors LLC | 767,947 | $31.69M | 2.5% | -3.3% | 0.660% | |
1/15/2025 | Andrews Lucia Wealth Management LLC | 11,949 | $516K | 0.3% | +37.2% | 0.010% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 44,168 | $1.82M | 0.1% | +6.5% | 0.038% | |
1/15/2025 | Wealthcare Capital Management LLC | 46,264 | $1.91M | 0.2% | +89.9% | 0.040% | |
1/15/2025 | Great Oak Capital Partners LLC | 619,091 | $25.25M | 8.4% | +9.7% | 0.532% | |
1/15/2025 | Ullmann Wealth Partners Group LLC | 886,300 | $36.58M | 4.7% | +5.4% | 0.762% | |
1/14/2025 | StrongBox Wealth LLC | 11,220 | $463K | 0.2% | N/A | 0.010% | |
1/14/2025 | Builder Investment Group Inc. ADV | 20,262 | $836K | 0.2% | +9.9% | 0.017% | |
1/14/2025 | ERn Financial LLC | 222,697 | $9.19M | 1.4% | +2.7% | 0.191% | |
1/14/2025 | Apella Capital LLC | 1,909,521 | $78.81M | 3.0% | +17.3% | 1.642% | |
1/14/2025 | Acropolis Investment Management LLC | 199,989 | $8.25M | 0.5% | +106.2% | 0.172% | |
1/14/2025 | Park Avenue Securities LLC | 207,656 | $8.57M | 0.1% | +3.3% | 0.179% | |
Do this Before Elon’s Reveal on January 29th (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.
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1/14/2025 | Quantum Financial Advisors LLC | 46,034 | $1.90M | 0.3% | -1.2% | 0.040% | |
1/14/2025 | Graves Light Lenhart Wealth Inc. | 533,627 | $22.02M | 2.7% | +19.0% | 0.459% | |
1/13/2025 | AdvisorNet Financial Inc | 68,248 | $2.82M | 0.2% | +49.7% | 0.059% | |
1/13/2025 | Forza Wealth Management LLC | 45,450 | $1.88M | 0.9% | +5.8% | 0.039% | |
1/13/2025 | New Capital Management LP | 241,087 | $9.95M | 2.9% | -0.1% | 0.207% | |
1/13/2025 | HFG Wealth Management LLC | 101,326 | $4.38M | 2.8% | +3.0% | 0.087% | |
1/13/2025 | City State Bank | 229,052 | $9.45M | 3.3% | +30.8% | 0.197% | |
1/8/2025 | Shearwater Capital LLC | 34,377 | $1.42M | 1.0% | -1.7% | 0.030% | |
1/8/2025 | Collective Family Office LLC | 217,743 | $8.99M | 2.5% | +0.7% | 0.187% | |
1/7/2025 | Strathmore Capital Advisors Inc. | 505,584 | $20.87M | 15.2% | N/A | 0.435% | |
1/7/2025 | Rise Advisors LLC | 583,897 | $24.10M | 11.6% | +10.7% | 0.502% | |
1/7/2025 | Moller Wealth Partners | 343,108 | $14.16M | 3.7% | +2.3% | 0.295% | |
1/6/2025 | Kings Path Partners LLC | 235,400 | $9.72M | 4.1% | +6.7% | 0.202% | |
1/6/2025 | Hiley Hunt Wealth Management | 539,867 | $22.28M | 12.4% | +8.1% | 0.464% | |
12/31/2024 | Penney Financial LLC | 12,830 | $554K | 0.4% | +14.4% | 0.011% | |
12/26/2024 | JPMorgan Chase & Co. | 365,286 | $15.78M | 0.0% | +5.8% | 0.314% | |
12/17/2024 | Hiley Hunt Wealth Management | 499,521 | $21.57M | 12.4% | +4.3% | 0.430% | |
12/9/2024 | Forthright Family Wealth Advisory LLC | 9,865 | $419K | 0.3% | -15.2% | 0.008% | |
12/2/2024 | Beaird Harris Wealth Management LLC | 2,896,132 | $125.08M | 10.9% | +4.2% | 2.490% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 1,483 | $64K | 0.0% | N/A | 0.001% | |
11/19/2024 | Invst LLC | 14,030 | $606K | 0.1% | +36.6% | 0.012% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 36,199 | $1.56M | 0.5% | +29.3% | 0.031% | |
11/15/2024 | Orion Portfolio Solutions LLC | 58,118 | $2.51M | 0.1% | -3.2% | 0.050% | |
11/15/2024 | Jane Street Group LLC | 499,750 | $21.58M | 0.0% | -35.1% | 0.430% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 43,730 | $1.89M | 0.0% | N/A | 0.038% | |
11/15/2024 | Stifel Financial Corp | 92,400 | $3.99M | 0.0% | -24.5% | 0.079% | |
11/15/2024 | SageView Advisory Group LLC | 171,914 | $7.43M | 0.4% | +3.6% | 0.148% | |
11/15/2024 | Integrated Wealth Concepts LLC | 398,665 | $17.22M | 0.2% | +1.7% | 0.343% | |
11/15/2024 | HighTower Advisors LLC | 1,358,205 | $58.66M | 0.1% | +2.6% | 1.168% | |
11/15/2024 | Hilltop Holdings Inc. | 28,803 | $1.24M | 0.1% | -24.7% | 0.025% | |
11/14/2024 | Acropolis Investment Management LLC | 96,972 | $4.19M | 0.2% | -1.9% | 0.083% | |
11/14/2024 | Flow Traders U.S. LLC | 19,356 | $836K | 0.0% | -30.5% | 0.017% | |
11/14/2024 | CreativeOne Wealth LLC | 90,857 | $3.92M | 0.1% | +1,353.5% | 0.078% | |
11/13/2024 | Freedom Investment Management Inc. | 7,710 | $333K | 0.0% | +3.5% | 0.007% | |
11/13/2024 | D.A. Davidson & CO. | 24,312 | $1.05M | 0.0% | -11.5% | 0.021% | |
11/13/2024 | Acorn Wealth Advisors LLC | 189,028 | $8.16M | 3.5% | +21.4% | 0.163% | |
11/12/2024 | Wealth Dimensions Group Ltd. | 100,386 | $4.34M | 1.1% | +305.5% | 0.086% | |
11/12/2024 | Family Capital Management Inc. | 26,552 | $1.15M | 0.7% | +12.7% | 0.023% | |
11/12/2024 | Truepoint Inc. | 10,483,426 | $452.78M | 12.2% | +2.1% | 9.014% | |
11/12/2024 | Canopy Partners LLC | 38,474 | $1.66M | 0.7% | +20.1% | 0.033% | |
11/12/2024 | CFS Investment Advisory Services LLC | 437,450 | $18.89M | 1.6% | -0.6% | 0.376% | |
11/12/2024 | Concorde Asset Management LLC | 6,415 | $277K | 0.2% | -14.9% | 0.006% | |
11/12/2024 | RW Investment Management LLC | 1,035,969 | $44.74M | 5.6% | +4.9% | 0.891% | |
11/8/2024 | EverSource Wealth Advisors LLC | 34,103 | $1.47M | 0.1% | +5.3% | 0.029% | |
11/8/2024 | Yardley Wealth Management LLC | 222,913 | $9.63M | 5.7% | N/A | 0.192% | |
11/7/2024 | Pathstone Holdings LLC | 1,677,054 | $72.43M | 0.3% | -0.8% | 1.442% | |
11/7/2024 | Phillips Financial Management LLC | 1,021,144 | $44.10M | 3.4% | +41.7% | 0.878% | |
11/7/2024 | Essential Planning LLC. | 192,546 | $8.32M | 3.4% | -2.4% | 0.166% | |
11/6/2024 | Spinnaker Investment Group LLC | 398,162 | $17.20M | 4.2% | -16.6% | 0.342% | |
11/6/2024 | SRS Capital Advisors Inc. | 670,490 | $28.96M | 2.6% | +1.6% | 0.577% | |
Do this Before Elon’s Reveal on January 29th (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. |
11/6/2024 | Heritage Investment Group Inc. | 64,623 | $2.79M | 0.5% | +7.0% | 0.056% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 16,374 | $707K | 0.0% | +212.9% | 0.014% | |
11/6/2024 | OneDigital Investment Advisors LLC | 2,429,125 | $104.91M | 1.2% | +5.3% | 2.089% | |
11/6/2024 | Main Street Financial Solutions LLC | 11,767 | $508K | 0.0% | N/A | 0.010% | |
11/5/2024 | Aptus Capital Advisors LLC | 36,968 | $1.60M | 0.0% | N/A | 0.032% | |
11/5/2024 | Apollon Wealth Management LLC | 11,958 | $516K | 0.0% | -4.4% | 0.010% | |
11/5/2024 | Vestia Personal Wealth Advisors | 37,647 | $1.62M | 1.3% | +16.6% | 0.032% | |
11/5/2024 | Northwest Wealth Management LLC | 94,545 | $4.08M | 1.0% | +0.9% | 0.081% | |
11/4/2024 | TRU Independence Asset Management 2 LLC | 228,409 | $9.87M | 8.3% | N/A | 0.196% | |
11/4/2024 | Mitchell Mcleod Pugh & Williams Inc. | 10,070 | $435K | 0.1% | +23.7% | 0.009% | |