8/19/2025 | Asset Dedication LLC | 112,255 | $4.42M | 0.3% | +0.7% | 0.576% | |
8/15/2025 | North Ridge Wealth Advisors Inc. | 14,010 | $552K | 0.3% | -16.6% | 0.072% | |
8/15/2025 | Corient Private Wealth LLC | 74,940 | $2.95M | 0.0% | -48.5% | 0.384% | |
8/15/2025 | Smartleaf Asset Management LLC | 1,391 | $55K | 0.0% | N/A | 0.007% | |
8/15/2025 | MML Investors Services LLC | 45,064 | $1.78M | 0.0% | N/A | 0.231% | |
8/15/2025 | Freedom Financial Partners LLC | 11,773 | $464K | 0.2% | +21.1% | 0.060% | |
8/15/2025 | EP Wealth Advisors LLC | 14,177 | $559K | 0.0% | -40.2% | 0.073% | |
8/15/2025 | Envision Financial Planning LLC | 8,666 | $342K | 0.2% | +22.1% | 0.044% | |
8/15/2025 | Balanced Rock Investment Advisors LLC | 206,030 | $8.12M | 6.4% | +2.5% | 1.057% | |
8/14/2025 | Jane Street Group LLC | 180,007 | $7.09M | 0.0% | +17.9% | 0.923% | |
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8/14/2025 | Raymond James Financial Inc. | 4,517 | $178K | 0.0% | -75.2% | 0.023% | |
8/14/2025 | Betterment LLC | 63,975 | $2.52M | 0.0% | +22.6% | 0.328% | |
8/14/2025 | NewEdge Advisors LLC | 57,784 | $2.28M | 0.0% | -2.3% | 0.296% | |
8/14/2025 | Cerity Partners LLC | 44,471 | $1.78M | 0.0% | N/A | 0.228% | |
8/13/2025 | Brown Advisory Inc. | 5,588 | $220K | 0.0% | N/A | 0.029% | |
8/13/2025 | Parkworth Wealth Management Inc. | 1,613 | $64K | 0.0% | +23.6% | 0.008% | |
8/13/2025 | Beacon Pointe Advisors LLC | 6,607 | $260K | 0.0% | -36.5% | 0.034% | |
8/13/2025 | Momentous Wealth Management Inc. | 77,359 | $3.05M | 2.0% | +9.5% | 0.397% | |
8/12/2025 | JPMorgan Chase & Co. | 3,303 | $130K | 0.0% | +9.5% | 0.017% | |
8/12/2025 | Passive Capital Management LLC. | 10,700 | $421K | 0.1% | -18.3% | 0.055% | |
8/11/2025 | Rockbridge Investment Management LCC | 41,888 | $1.65M | 0.2% | -8.6% | 0.218% | |
8/11/2025 | Babb Wealth Advisors LLC | 20,208 | $796K | 0.6% | -1.7% | 0.105% | |
8/8/2025 | Truepoint Inc. | 66,767 | $2.63M | 0.1% | -13.2% | 0.348% | |
8/8/2025 | RAM Investment Partners LLC | 114,575 | $4.52M | 0.9% | +12.7% | 0.597% | |
8/8/2025 | Glassman Wealth Services | 9,110 | $359K | 0.1% | +126.5% | 0.047% | |
8/8/2025 | Francis Financial Inc. | 694,253 | $27.36M | 6.3% | +3.0% | 3.616% | |
8/7/2025 | Fund Evaluation Group LLC | 13,534 | $533K | 0.0% | N/A | 0.070% | |
8/7/2025 | Nwam LLC | 37,267 | $1.47M | 0.1% | -1.4% | 0.194% | |
8/7/2025 | Samalin Investment Counsel LLC | 13,248 | $522K | 0.2% | -2.9% | 0.069% | |
8/7/2025 | Retirement Solution LLC | 373,206 | $14.71M | 3.8% | -1.1% | 1.944% | |
8/7/2025 | Cahill Financial Advisors Inc. | 31,045 | $1.22M | 0.2% | +1.3% | 0.162% | |
8/7/2025 | Addison Advisors LLC | 84,340 | $3.32M | 0.8% | -2.7% | 0.439% | |
8/7/2025 | Parkside Financial Bank & Trust | 41,239 | $1.63M | 0.2% | +1.3% | 0.215% | |
8/6/2025 | True Wealth Design LLC | 8,184 | $323K | 0.1% | +112.7% | 0.043% | |
8/6/2025 | Longview Financial Advisors LLC | 24,716 | $974K | 0.6% | +19.8% | 0.129% | |
8/6/2025 | Savant Capital LLC | 76,705 | $3.02M | 0.0% | -5.8% | 0.400% | |
8/6/2025 | Robinson Smith Wealth Advisors LLC | 5,856 | $231K | 0.2% | N/A | 0.031% | |
8/5/2025 | Integrity Wealth Solutions LLC | 5,746 | $226K | 0.1% | N/A | 0.030% | |
8/5/2025 | Bridgewater Advisors Inc. | 11,929 | $469K | 0.0% | +24.4% | 0.062% | |
8/5/2025 | Bank of Montreal Can | 4,140 | $163K | 0.0% | +201.3% | 0.022% | |
Elon Musk’s New Technology (Ad) Elon Musk is building something in Memphis that could eclipse even Tesla and SpaceX. At the heart of it is a new AI supercomputer—what one industry CEO calls “the most powerful in the world.” Musk says this tech will drive the next wave of American innovation.
You can’t invest in the supercomputer directly—but there’s a backdoor way to access the company powering it. It’s smaller than Tesla or Nvidia, but both rely on it for future growth. Get the full details on the AI company behind Musk’s next big move. |
8/4/2025 | Syverson Strege & Co | 46,925 | $1.85M | 0.4% | -1.8% | 0.244% | |
8/1/2025 | Equita Financial Network Inc. | 31,854 | $1.26M | 0.5% | +104.5% | 0.166% | |
8/1/2025 | Penobscot Wealth Management | 7,527 | $297K | 0.1% | +17.2% | 0.039% | |
8/1/2025 | Red Lighthouse Investment Management LLC | 3,273 | $129K | 0.0% | +13.7% | 0.017% | |
8/1/2025 | Envestnet Asset Management Inc. | 13,336 | $526K | 0.0% | +99.2% | 0.069% | |
7/31/2025 | Orion Capital Management LLC | 6,880 | $271K | 0.1% | -4.8% | 0.036% | |
7/31/2025 | Brighton Jones LLC | 70,677 | $2.79M | 0.1% | +4.8% | 0.368% | |
7/31/2025 | Aspen Capital Management LLC | 81,859 | $3.23M | 0.9% | +80.2% | 0.426% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 104,102 | $4.10M | 0.1% | +1.0% | 0.542% | |
7/31/2025 | Curio Wealth LLC | 2,860 | $113K | 0.0% | +71,400.0% | 0.015% | |
7/31/2025 | Cardinal Point Capital Management ULC | 69,135 | $2.73M | 0.2% | -1.2% | 0.360% | |
7/31/2025 | Planning Center Inc. | 209,354 | $8.25M | 0.9% | +0.6% | 1.090% | |
7/30/2025 | EnRich Financial Partners LLC | 11,884 | $468K | 0.1% | +38.9% | 0.062% | |
7/30/2025 | Forum Financial Management LP | 289,109 | $11.39M | 0.2% | -3.1% | 1.506% | |
7/29/2025 | Schubert & Co | 24,904 | $981K | 0.7% | N/A | 0.130% | |
7/29/2025 | Flagstone Financial Management | 13,073 | $515K | 0.1% | +30.0% | 0.068% | |
7/28/2025 | Delap Wealth Advisory LLC | 10,255 | $404K | 0.2% | -42.6% | 0.053% | |
7/28/2025 | Revolve Wealth Partners LLC | 64,864 | $2.56M | 0.3% | -1.6% | 0.338% | |
7/25/2025 | Wealth Architects LLC | 111,411 | $4.39M | 0.4% | +18.4% | 0.580% | |
7/25/2025 | Sequoia Financial Advisors LLC | 29,141 | $1.15M | 0.0% | -6.6% | 0.152% | |
7/25/2025 | RHS Financial LLC | 5,867 | $231K | 0.1% | -46.5% | 0.031% | |
7/24/2025 | Financial Connections Group Inc. | 19,688 | $775K | 0.3% | +62.5% | 0.103% | |
7/24/2025 | Wealth Advisors Northwest LLC | 13,475 | $531K | 0.3% | +3.8% | 0.070% | |
7/23/2025 | Quarry Hill Advisors LLC | 93,647 | $3.69M | 2.1% | -4.5% | 0.488% | |
7/23/2025 | First Financial Group Corp | 10,823 | $427K | 0.4% | +5.8% | 0.056% | |
7/23/2025 | Asset Planning Corporation | 7,399 | $292K | 0.2% | -79.3% | 0.039% | |
7/22/2025 | AWM Capital LLC | 784,487 | $30.92M | 3.3% | -27.9% | 4.086% | |
7/22/2025 | Hill Island Financial LLC | 185,505 | $7.31M | 2.0% | N/A | 0.966% | |
7/22/2025 | Clarius Group LLC | 6,604 | $260K | 0.0% | +4.6% | 0.034% | |
7/21/2025 | Trellis Wealth Advisors LLC | 50,684 | $2.00M | 0.9% | +1.1% | 0.264% | |
7/18/2025 | Tanager Wealth Management LLP | 14,303 | $564K | 0.1% | +7.1% | 0.074% | |
7/18/2025 | Pure Financial Advisors LLC | 106,761 | $4.21M | 0.1% | +45.8% | 0.556% | |
7/18/2025 | Heritage Financial Services LLC | 173,376 | $6.83M | 0.7% | +0.7% | 0.903% | |
7/18/2025 | Citrine Capital LLC | 322,948 | $12.73M | 6.8% | +2.5% | 1.682% | |
7/17/2025 | Elser Financial Planning Inc | 229,002 | $8.90M | 0.5% | N/A | 1.199% | |
7/17/2025 | Vermillion Wealth Management Inc. | 8,375 | $330K | 0.2% | +10.1% | 0.044% | |
7/17/2025 | Willow Creek Wealth Management Inc. | 254,144 | $10.02M | 0.9% | +5.8% | 1.331% | |
7/17/2025 | XY Planning Network Inc. | 6,045 | $238K | 0.1% | N/A | 0.032% | |
7/16/2025 | Five Oceans Advisors | 226,384 | $8.92M | 3.8% | +47.3% | 1.185% | |
7/16/2025 | TCI Wealth Advisors Inc. | 30,743 | $1.21M | 0.1% | +34.5% | 0.161% | |
7/16/2025 | Blue Oak Capital LLC | 7,885 | $311K | 0.2% | N/A | 0.041% | |
7/16/2025 | Perigon Wealth Management LLC | 90,282 | $3.56M | 0.1% | +1.9% | 0.473% | |
7/15/2025 | Level Financial Advisors | 30,226 | $1.19M | 0.4% | +12.5% | 0.158% | |
7/15/2025 | Accurate Wealth Management LLC | 5,829 | $231K | 0.0% | N/A | 0.031% | |
7/15/2025 | Maseco LLP | 843,506 | $33.24M | 1.3% | N/A | 4.416% | |
7/15/2025 | Family Wealth Partners LLC | 6,709 | $264K | 0.1% | -4.1% | 0.035% | |
7/14/2025 | AdvisorNet Financial Inc | 16,594 | $654K | 0.0% | +27.8% | 0.087% | |
7/14/2025 | BetterWealth LLC | 27,298 | $1.08M | 0.3% | -1.1% | 0.143% | |
7/14/2025 | Northland Capital Management LLC | 44,403 | $1.75M | 1.1% | -8.3% | 0.232% | |
7/14/2025 | Abacus Wealth Partners LLC | 560,620 | $22.09M | 3.4% | +5.8% | 2.935% | |
Elon Musk’s New Technology (Ad) Elon Musk is building something in Memphis that could eclipse even Tesla and SpaceX. At the heart of it is a new AI supercomputer—what one industry CEO calls “the most powerful in the world.” Musk says this tech will drive the next wave of American innovation.
You can’t invest in the supercomputer directly—but there’s a backdoor way to access the company powering it. It’s smaller than Tesla or Nvidia, but both rely on it for future growth. Get the full details on the AI company behind Musk’s next big move. |
7/14/2025 | Sellwood Investment Partners LLC | 14,431 | $569K | 0.3% | N/A | 0.076% | |
7/14/2025 | Physician Wealth Advisors Inc. | 9,239 | $364K | 0.1% | -10.0% | 0.048% | |
7/11/2025 | Quantum Financial Advisors LLC | 874,253 | $34.45M | 4.7% | -5.7% | 4.577% | |
7/11/2025 | Farther Finance Advisors LLC | 26,251 | $1.04M | 0.0% | -1.6% | 0.137% | |
7/10/2025 | Waypoint Wealth Partners Inc. | 77,558 | $3.06M | 0.7% | +38.0% | 0.406% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 144,049 | $5.68M | 0.0% | -0.7% | 0.754% | |
7/9/2025 | Archer Investment Management LLC | 74,824 | $2.95M | 2.1% | -15.4% | 0.392% | |
7/8/2025 | Henrickson Nauta Wealth Advisors Inc. | 43,886 | $1.73M | 0.6% | +2.2% | 0.232% | |
7/8/2025 | Elevation Wealth Partners LLC | 10,892 | $429K | 0.2% | N/A | 0.058% | |
7/8/2025 | Apella Capital LLC | 154,343 | $6.04M | 0.2% | +6.4% | 0.817% | |