| 7/16/2025 | Perigon Wealth Management LLC | 12,175 | $571K | 0.0% | +3.5% | 0.029% | |
| 7/15/2025 | Beacon Financial Planning Inc. | 198,553 | $9.31M | 5.2% | -6.2% | 0.471% | |
| 7/15/2025 | Aspire Capital Advisors LLC | 10,843 | $508K | 0.1% | +144.3% | 0.026% | |
| 7/15/2025 | RTD Financial Advisors Inc. | 843,410 | $39.55M | 5.1% | -1.0% | 1.999% | |
| 7/14/2025 | Mechanics Bank Trust Department | 69,541 | $3.26M | 0.5% | -8.3% | 0.165% | |
| 7/14/2025 | Rooted Wealth Advisors Inc. | 264,347 | $12.32M | 4.3% | +6.3% | 0.626% | |
| 7/14/2025 | Park Avenue Securities LLC | 41,025 | $1.92M | 0.0% | +14.6% | 0.097% | |
| 7/14/2025 | Sowell Financial Services LLC | 6,577 | $308K | 0.0% | +19.4% | 0.016% | |
| 7/11/2025 | Farther Finance Advisors LLC | 5,760 | $270K | 0.0% | +13.5% | 0.014% | |
| 7/10/2025 | Stewardship Advisors LLC | 245,800 | $11.53M | 2.9% | +0.3% | 0.582% | |
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| 7/10/2025 | Exchange Traded Concepts LLC | 18,585 | $871K | 0.0% | N/A | 0.044% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 205,289 | $9.60M | 0.0% | -22.6% | 0.486% | |
| 7/10/2025 | KMG Fiduciary Partners LLC | 310,921 | $14.58M | 1.1% | +3.2% | 0.737% | |
| 7/10/2025 | Focus Financial Network Inc. | 299,941 | $14.06M | 0.6% | -19.9% | 0.711% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 598,765 | $28.08M | 0.9% | +2.9% | 1.419% | |
| 7/9/2025 | Fjell Capital LLC | 101,702 | $4.77M | 4.4% | -1.5% | 0.241% | |
| 7/9/2025 | Channel Wealth LLC | 142,771 | $6.70M | 1.9% | -1.4% | 0.338% | |
| 7/9/2025 | Sandbox Financial Partners LLC | 73,093 | $3.43M | 1.1% | +2.8% | 0.173% | |
| 7/2/2025 | Howard Financial Services LTD. | 711,727 | $33.37M | 4.4% | -0.4% | 1.693% | |
| 6/2/2025 | Integrity Wealth Advisors Inc. | 30,542 | $1.43M | 1.1% | +37.1% | 0.074% | |
| 5/28/2025 | Vista Cima Wealth Management LLC | 17,994 | $844K | 0.6% | +7.8% | 0.044% | |
| 5/22/2025 | BOS Asset Management LLC | 124,318 | $5.83M | 2.0% | +15.5% | 0.302% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 6,995 | $328K | 0.0% | +220.1% | 0.017% | |
| 5/19/2025 | Jane Street Group LLC | 117,963 | $5.54M | 0.0% | +75.3% | 0.293% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 33,653 | $1.58M | 0.1% | -19.7% | 0.084% | |
| 5/16/2025 | NewEdge Advisors LLC | 116,522 | $5.47M | 0.0% | +3.5% | 0.289% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 139,008 | $6.52M | 0.1% | +19.5% | 0.345% | |
| 5/16/2025 | Cook Wealth LLC | 56,217 | $2.62M | 1.3% | +3.8% | 0.140% | |
| 5/16/2025 | AQR Capital Management LLC | 85,840 | $4.03M | 0.0% | +83.0% | 0.213% | |
| 5/15/2025 | Ashton Thomas Securities LLC | 65,957 | $3.10M | 0.9% | +9.0% | 0.164% | |
| 5/15/2025 | Royal Bank of Canada | 82,674 | $3.88M | 0.0% | -6.5% | 0.205% | |
| 5/15/2025 | Insight Wealth Partners LLC | 101,293 | $4.75M | 0.8% | +1.6% | 0.252% | |
| 5/15/2025 | Baird Financial Group Inc. | 599,185 | $28.12M | 0.1% | +0.4% | 1.489% | |
| 5/14/2025 | CreativeOne Wealth LLC | 9,015 | $423K | 0.0% | -14.8% | 0.022% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 10,422 | $489K | 0.0% | -3.6% | 0.026% | |
| 5/14/2025 | Comerica Bank | 16,564 | $777K | 0.0% | +12.6% | 0.041% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,104 | $52K | 0.0% | +500.0% | 0.003% | |
| 5/14/2025 | Kestra Advisory Services LLC | 50,764 | $2.38M | 0.0% | -70.6% | 0.126% | |
| 5/14/2025 | Barnes Wealth Management Group Inc | 10,781 | $506K | 0.3% | +31.7% | 0.027% | |
| 5/14/2025 | Flow Traders U.S. LLC | 15,658 | $735K | 0.0% | N/A | 0.039% | |
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| 5/14/2025 | JT Stratford LLC | 25,138 | $1.18M | 0.2% | +28.6% | 0.062% | |
| 5/14/2025 | Petix & Botte Co | 299,468 | $14.05M | 3.7% | +42.5% | 0.744% | |
| 5/13/2025 | Raymond James Financial Inc. | 414,318 | $19.44M | 0.0% | +2.5% | 1.029% | |
| 5/13/2025 | Schneider Downs Wealth Management Advisors LP | 19,113 | $897K | 0.2% | -46.7% | 0.047% | |
| 5/13/2025 | MSH Capital Advisors LLC | 21,461 | $1.01M | 0.3% | -31.4% | 0.053% | |
| 5/13/2025 | HighTower Advisors LLC | 21,100 | $990K | 0.0% | +15.4% | 0.052% | |
| 5/12/2025 | Cooper Financial Group | 67,480 | $3.17M | 0.4% | +6.4% | 0.168% | |
| 5/12/2025 | Invesco Ltd. | 2,349,347 | $110.26M | 0.0% | +0.0% | 5.837% | |
| 5/12/2025 | Founders Financial Alliance LLC | 14,711 | $690K | 0.2% | -14.9% | 0.037% | |
| 5/9/2025 | Evolution Wealth Advisors LLC | 14,665 | $688K | 0.1% | +17.7% | 0.036% | |
| 5/9/2025 | Tidemark LLC | 774,322 | $36.34M | 13.3% | +7.0% | 1.924% | |
| 5/9/2025 | Acima Private Wealth LLC | 228,191 | $10.71M | 3.8% | -18.6% | 0.567% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 6,389 | $300K | 0.0% | -66.0% | 0.016% | |
| 5/8/2025 | IFG Advisory LLC | 380,106 | $17.84M | 1.0% | +2.5% | 0.944% | |
| 5/8/2025 | Elios Financial Group Inc. | 20,021 | $940K | 0.5% | +3.2% | 0.050% | |
| 5/8/2025 | Harbour Investments Inc. | 903 | $42K | 0.0% | +48.5% | 0.002% | |
| 5/8/2025 | Arkadios Wealth Advisors | 16,033 | $752K | 0.0% | +10.4% | 0.040% | |
| 5/7/2025 | Atlas Legacy Advisors LLC | 123,184 | $5.76M | 1.5% | N/A | 0.306% | |
| 5/7/2025 | LPL Financial LLC | 3,196,882 | $150.03M | 0.1% | -0.1% | 7.943% | |
| 5/7/2025 | Alteri Wealth LLC | 5,826 | $273K | 0.1% | N/A | 0.014% | |
| 5/6/2025 | Assetmark Inc. | 11,508 | $540K | 0.0% | +43.4% | 0.029% | |
| 5/6/2025 | USAdvisors Wealth Management LLC | 87,040 | $4.08M | 1.4% | -1.4% | 0.216% | |
| 5/6/2025 | Cetera Investment Advisers | 397,589 | $18.66M | 0.0% | +183.5% | 0.988% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 91,018 | $4.27M | 0.0% | +2.7% | 0.226% | |
| 5/6/2025 | Journey Strategic Wealth LLC | 302,651 | $14.20M | 0.5% | -5.1% | 0.752% | |
| 5/6/2025 | Opes Wealth Management LLC | 5,868 | $275K | 0.1% | N/A | 0.015% | |
| 5/6/2025 | Landmark Wealth Management Inc. | 134,742 | $6.32M | 3.0% | -75.2% | 0.335% | |
| 5/6/2025 | PFG Advisors | 161,196 | $7.57M | 0.4% | +8.8% | 0.400% | |
| 5/5/2025 | Treasure Coast Financial Planning | 34,785 | $1.63M | 1.0% | -4.4% | 0.086% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 25,382 | $1.19M | 0.0% | N/A | 0.063% | |
| 5/5/2025 | IFP Advisors Inc | 26,726 | $1.25M | 0.0% | +4,082.5% | 0.066% | |
| 5/5/2025 | Impact Partnership Wealth LLC | 4,418 | $207K | 0.0% | -13.5% | 0.011% | |
| 5/5/2025 | Mainstay Capital Management LLC ADV | 7,520 | $353K | 0.0% | -4.7% | 0.019% | |
| 5/5/2025 | Private Advisor Group LLC | 595,046 | $27.93M | 0.2% | +10.1% | 1.478% | |
| 5/2/2025 | Concord Wealth Partners | 1,293 | $61K | 0.0% | -14.7% | 0.003% | |
| 5/2/2025 | PAX Financial Group LLC | 32,418 | $1.52M | 0.3% | +34.9% | 0.081% | |
| 5/2/2025 | Bogart Wealth LLC | 7,097 | $333K | 0.0% | +341.6% | 0.018% | |
| 5/1/2025 | CWM LLC | 1,695,993 | $79.59M | 0.3% | +6.5% | 4.214% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 18,616 | $874K | 0.0% | N/A | 0.046% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 10,466 | $491K | 0.0% | -33.6% | 0.026% | |
| 4/30/2025 | Gilliland Jeter Wealth Management LLC | 4,387 | $206K | 0.1% | N/A | 0.011% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 2,929,402 | $137.48M | 0.0% | +9.6% | 7.278% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 41,767 | $1.96M | 0.0% | -3.3% | 0.104% | |
| 4/29/2025 | Bank of New York Mellon Corp | 1,108,392 | $52.02M | 0.0% | +76.8% | 2.754% | |
| 4/29/2025 | World Investment Advisors | 197,464 | $9.27M | 0.2% | +4.8% | 0.491% | |
| 4/29/2025 | Brookstone Capital Management | 499,964 | $23.46M | 0.3% | -7.1% | 1.242% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 10,881 | $511K | 0.0% | +12.4% | 0.027% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 20,527 | $961K | 0.1% | +92.0% | 0.051% | |
| 4/28/2025 | American Capital Advisory LLC | 185,262 | $8.69M | 4.7% | +33.2% | 0.459% | |
| 4/25/2025 | Beacon Financial Planning Inc. | 211,633 | $9.93M | 5.7% | -12.4% | 0.524% | |
The End of Elon Musk…? (Ad) The End of Elon Musk? Don't make him laugh.
Jeff Brown has been hearing this same tired story for years, and he's been proven right time and time again.
And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again.
According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime. Click here to see why the "End of Elon" crowd is about to be wrong again. |
| 4/25/2025 | Colonial River Investments LLC | 74,465 | $3.50M | 1.9% | N/A | 0.185% | |
| 4/24/2025 | Money Concepts Capital Corp | 33,104 | $1.55M | 0.1% | +8.9% | 0.082% | |
| 4/23/2025 | Spire Wealth Management | 561,468 | $26.35M | 0.8% | +2.4% | 1.391% | |
| 4/23/2025 | Consolidated Portfolio Review Corp | 6,622 | $311K | 0.0% | +8.8% | 0.016% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 40,777 | $1.91M | 0.1% | -3.8% | 0.101% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 58,290 | $2.74M | 0.0% | +6.4% | 0.144% | |
| 4/21/2025 | Silver Oak Securities Incorporated | 47,132 | $2.21M | 0.2% | +340.9% | 0.117% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 206,128 | $9.67M | 0.0% | +2.5% | 0.511% | |
| 4/17/2025 | Avid Wealth Partners LLC | 109,881 | $5.16M | 3.5% | +33.2% | 0.272% | |
| 4/17/2025 | Sowell Financial Services LLC | 5,510 | $259K | 0.0% | N/A | 0.014% | |
