8/1/2025 | Cedar Point Capital Partners LLC | 417,958 | $10.26M | 7.2% | -5.2% | 0.055% | |
8/1/2025 | Capital Investment Counsel LLC | 12,729 | $312K | 0.0% | +15.5% | 0.002% | |
8/1/2025 | Clark Asset Management LLC | 22,761 | $559K | 0.1% | N/A | 0.003% | |
8/1/2025 | GWN Securities Inc. | 10,532 | $259K | 0.0% | +5.9% | 0.001% | |
8/1/2025 | SYM FINANCIAL Corp | 5,562 | $136K | 0.0% | +92.5% | 0.001% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 43,078 | $1.06M | 0.0% | N/A | 0.006% | |
8/1/2025 | Cobblestone Capital Advisors LLC NY | 417,042 | $10.23M | 0.5% | -2.8% | 0.055% | |
8/1/2025 | Schmidt P J Investment Management Inc. | 267,366 | $6.56M | 1.1% | -18.5% | 0.035% | |
8/1/2025 | Pasadena Private Wealth LLC | 669,199 | $16.42M | 2.8% | +10.8% | 0.088% | |
8/1/2025 | Envestnet Asset Management Inc. | 6,394,055 | $156.91M | 0.0% | +67.9% | 0.843% | |
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8/1/2025 | Chilton Capital Management LLC | 22,518 | $553K | 0.0% | -7.1% | 0.003% | |
7/31/2025 | Resonant Capital Advisors LLC | 1,321,791 | $32.44M | 2.1% | +4.8% | 0.174% | |
7/31/2025 | Cabot Wealth Management Inc. | 656,846 | $16.12M | 1.9% | +1.3% | 0.087% | |
7/31/2025 | Brighton Jones LLC | 8,789 | $216K | 0.0% | N/A | 0.001% | |
7/31/2025 | Leavell Investment Management Inc. | 288,425 | $7.08M | 0.3% | +1.2% | 0.038% | |
7/31/2025 | CVA Family Office LLC | 189,006 | $4.64M | 0.7% | -3.6% | 0.025% | |
7/31/2025 | Guardian Financial Partners LLC | 291,211 | $7.15M | 3.2% | +12.0% | 0.038% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 60,505 | $1.49M | 0.0% | +6.8% | 0.008% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 14,749 | $362K | 0.1% | +18.6% | 0.002% | |
7/31/2025 | Washington Trust Advisors Inc. | 779,628 | $19.13M | 1.6% | -0.4% | 0.103% | |
7/31/2025 | Carnegie Investment Counsel | 42,844 | $1.05M | 0.0% | +14.6% | 0.006% | |
7/31/2025 | Strata Wealth Advisors LLC | 649,671 | $15.94M | 4.4% | +9.1% | 0.086% | |
7/30/2025 | Brookstone Capital Management | 18,025 | $442K | 0.0% | -16.2% | 0.002% | |
7/30/2025 | Phillips Financial Management LLC | 38,095 | $932K | 0.1% | +1,071.1% | 0.005% | |
7/30/2025 | Studio Investment Management LLC | 27,268 | $669K | 0.1% | +3.3% | 0.004% | |
7/30/2025 | Mid American Wealth Advisory Group Inc. | 1,527 | $37K | 0.0% | N/A | 0.000% | |
7/30/2025 | Darrow Company Inc. | 255,428 | $6.27M | 3.2% | +2.7% | 0.034% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 186,558 | $4.58M | 0.2% | -9.6% | 0.025% | |
7/30/2025 | Journey Advisory Group LLC | 261,186 | $6.41M | 0.5% | -3.4% | 0.034% | |
7/30/2025 | Crewe Advisors LLC | 6,785 | $167K | 0.0% | +59.3% | 0.001% | |
7/29/2025 | Cidel Asset Management Inc. | 230,749 | $5.66M | 0.3% | -12.7% | 0.030% | |
7/29/2025 | Salomon & Ludwin LLC | 1,809 | $45K | 0.0% | +142.2% | 0.000% | |
7/29/2025 | Mezzasalma Advisors LLC | 58,069 | $1.43M | 0.4% | +11.3% | 0.008% | |
7/29/2025 | Wingate Wealth Advisors Inc. | 209,862 | $5.15M | 4.6% | +58.5% | 0.028% | |
7/29/2025 | Planned Solutions Inc. | 1,061,948 | $26.06M | 9.9% | -0.5% | 0.140% | |
7/29/2025 | Financial Synergies Wealth Advisors Inc. | 64,585 | $1.59M | 0.2% | +13.4% | 0.009% | |
7/29/2025 | Kelman Lazarov Inc. | 2,334,201 | $57.28M | 9.3% | +2.4% | 0.308% | |
7/29/2025 | Systelligence LLC | 181,770 | $4.46M | 0.8% | -59.5% | 0.024% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 7,821,721 | $191.95M | 4.4% | +5.5% | 1.031% | |
7/29/2025 | May Barnhard Investments LLC | 38,538 | $946K | 0.4% | +4.7% | 0.005% | |
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7/29/2025 | Koshinski Asset Management Inc. | 18,689 | $459K | 0.0% | -13.0% | 0.002% | |
7/29/2025 | Private Wealth Management Group LLC | 1,544 | $38K | 0.0% | -40.3% | 0.000% | |
7/29/2025 | Foster & Motley Inc. | 265,907 | $6.53M | 0.4% | +0.6% | 0.035% | |
7/29/2025 | Private Trust Co. NA | 3,901 | $96K | 0.0% | +97.9% | 0.001% | |
7/29/2025 | Angeles Wealth Management LLC | 67,485 | $1.66M | 0.1% | -5.4% | 0.009% | |
7/29/2025 | Roof Eidam Maycock Peralta LLC | 108,119 | $2.65M | 0.7% | -3.0% | 0.014% | |
7/29/2025 | Harbor Asset Planning Inc. | 74,893 | $1.84M | 1.8% | N/A | 0.010% | |
7/29/2025 | Clearview Wealth Advisors LLC | 130,166 | $3.19M | 2.2% | +1.3% | 0.017% | |
7/28/2025 | WealthPLAN Partners LLC | 21,788 | $535K | 0.1% | +2.6% | 0.003% | |
7/28/2025 | EQ Wealth Advisors LLC | 203,669 | $5.00M | 3.4% | +511.3% | 0.027% | |
7/28/2025 | Sterling Financial Planning Inc. | 434,117 | $10.65M | 3.5% | +6.3% | 0.057% | |
7/28/2025 | Harbour Investments Inc. | 50,496 | $1.24M | 0.0% | -17.1% | 0.007% | |
7/28/2025 | Brown Financial Advisory | 25,314 | $621K | 0.3% | +49.8% | 0.003% | |
7/28/2025 | Arlington Financial Advisors LLC | 377,760 | $9.27M | 1.5% | -1.6% | 0.050% | |
7/28/2025 | Sagespring Wealth Partners LLC | 12,063 | $296K | 0.0% | -11.7% | 0.002% | |
7/28/2025 | Kiker Wealth Management LLC | 2,160 | $53K | 0.0% | +572.9% | 0.000% | |
7/28/2025 | Revolve Wealth Partners LLC | 31,407 | $771K | 0.1% | -10.0% | 0.004% | |
7/25/2025 | Northwest Capital Management Inc | 31,520 | $774K | 0.4% | N/A | 0.004% | |
7/25/2025 | NorthRock Partners LLC | 9,033 | $222K | 0.0% | -8.4% | 0.001% | |
7/25/2025 | Atria Wealth Solutions Inc. | 25,951 | $638K | 0.0% | -43.0% | 0.003% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 20,177 | $495K | 0.0% | +11.2% | 0.003% | |
7/25/2025 | Sequoia Financial Advisors LLC | 129,836 | $3.19M | 0.0% | -1.7% | 0.017% | |
7/25/2025 | Total Clarity Wealth Management Inc. | 18,883 | $463K | 0.1% | N/A | 0.002% | |
7/25/2025 | Welch Group LLC | 24,801 | $609K | 0.0% | +27.0% | 0.003% | |
7/25/2025 | RHS Financial LLC | 327,963 | $8.05M | 4.6% | -4.7% | 0.043% | |
7/25/2025 | Prostatis Group LLC | 68,602 | $1.68M | 0.5% | +8.2% | 0.009% | |
7/25/2025 | CWM LLC | 62,177 | $1.53M | 0.0% | +70.7% | 0.008% | |
7/25/2025 | Wealth Advisory Team LLC | 28,219 | $692K | 0.6% | N/A | 0.004% | |
7/25/2025 | Lodestar Private Asset Management LLC | 124,028 | $3.04M | 0.4% | +9.1% | 0.016% | |
7/25/2025 | Sovereign Financial Group Inc. | 35,387 | $868K | 0.2% | -6.1% | 0.005% | |
7/25/2025 | R. W. Roge & Company Inc. | 82,434 | $2.02M | 1.1% | -2.0% | 0.011% | |
7/24/2025 | Financial Connections Group Inc. | 6,898 | $169K | 0.1% | +51.1% | 0.001% | |
7/24/2025 | Allen Wealth Management LLC | 955,540 | $23.45M | 16.4% | -0.8% | 0.126% | |
7/24/2025 | Riverchase Wealth Management LLC | 86,052 | $2.11M | 1.3% | -7.8% | 0.011% | |
7/24/2025 | Wealthstar Advisors LLC | 109,698 | $2.69M | 1.0% | +2.1% | 0.014% | |
7/24/2025 | Mengis Capital Management Inc. | 21,241 | $521K | 0.1% | +3.1% | 0.003% | |
7/24/2025 | IFP Advisors Inc | 88,433 | $2.17M | 0.1% | +41.0% | 0.012% | |
7/24/2025 | Ashford Advisors LLC | 1,981,772 | $48.63M | 11.2% | -1.2% | 0.261% | |
7/24/2025 | Lee Financial Co | 2,409,524 | $59.13M | 8.5% | -3.3% | 0.318% | |
7/24/2025 | Blair William & Co. IL | 28,057 | $689K | 0.0% | +2.7% | 0.004% | |
7/24/2025 | Copperwynd Financial LLC | 9,984 | $245K | 0.1% | N/A | 0.001% | |
7/24/2025 | US Bancorp DE | 26,349 | $647K | 0.0% | +12.7% | 0.003% | |
7/23/2025 | AMI Investment Management Inc. | 47,028 | $1.15M | 0.3% | -58.4% | 0.006% | |
7/23/2025 | Eagle Strategies LLC | 584,927 | $14.35M | 2.2% | +8.1% | 0.077% | |
7/23/2025 | Valmark Advisers Inc. | 34,153 | $838K | 0.0% | +14.5% | 0.005% | |
7/23/2025 | Godsey & Gibb Inc. | 6,801 | $167K | 0.0% | +26.6% | 0.001% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 61,358 | $1.51M | 0.1% | +2.5% | 0.008% | |
7/23/2025 | Solitude Financial Services | 958,783 | $23.53M | 8.5% | +5.3% | 0.126% | |
7/23/2025 | Asset Planning Corporation | 44,014 | $1.08M | 0.6% | -20.8% | 0.006% | |
7/23/2025 | Joel Isaacson & Co. LLC | 23,295 | $572K | 0.0% | N/A | 0.003% | |
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. |
7/23/2025 | Arcadia Investment Advisors LLC | 47,316 | $1.16M | 0.6% | -4.0% | 0.006% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 15,684 | $385K | 0.0% | -28.4% | 0.002% | |
7/23/2025 | Litman Gregory Wealth Management LLC | 21,404 | $525K | 0.0% | +14.0% | 0.003% | |
7/22/2025 | Capital Advisors Inc. OK | 14,340 | $352K | 0.0% | -33.5% | 0.002% | |
7/22/2025 | Red Tortoise LLC | 247,442 | $6.07M | 2.9% | +3.2% | 0.033% | |
7/22/2025 | Belpointe Asset Management LLC | 1,241,457 | $30.47M | 1.3% | -2.2% | 0.164% | |
7/22/2025 | Berkshire Money Management Inc. | 2,112 | $52K | 0.0% | N/A | 0.000% | |
7/22/2025 | Valley National Advisers Inc. | 50,524 | $1.24M | 0.2% | -4.1% | 0.007% | |
7/22/2025 | Appleton Partners Inc. MA | 31,450 | $772K | 0.1% | -5.4% | 0.004% | |
7/22/2025 | Valeo Financial Advisors LLC | 86,083 | $2.11M | 0.0% | -3.7% | 0.011% | |