8/5/2025 | Atlas Wealth LLC | 102,898 | $4.09M | 1.5% | +1.3% | 0.746% | |
8/5/2025 | Gilbert & Cook Inc. | 563,781 | $22.02M | 3.0% | +9.4% | 4.085% | |
8/4/2025 | Flagship Harbor Advisors LLC | 26,186 | $1.02M | 0.0% | -8.2% | 0.190% | |
8/1/2025 | Envestnet Asset Management Inc. | 147,721 | $5.77M | 0.0% | -0.9% | 1.070% | |
7/31/2025 | Moloney Securities Asset Management LLC | 10,018 | $391K | 0.0% | N/A | 0.073% | |
7/29/2025 | Sims Investment Management LLC | 288,067 | $11.25M | 4.5% | +70.7% | 2.087% | |
7/29/2025 | Stratos Wealth Partners LTD. | 8,272 | $323K | 0.0% | -4.2% | 0.060% | |
7/29/2025 | Private Trust Co. NA | 758 | $30K | 0.0% | N/A | 0.005% | |
7/24/2025 | JNBA Financial Advisors | 20,040 | $783K | 0.1% | -1.5% | 0.145% | |
7/22/2025 | Simplicity Wealth LLC | 46,108 | $1.80M | 0.1% | +271.0% | 0.334% | |
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7/21/2025 | Cornell Pochily Investment Advisors Inc. | 21,943 | $857K | 0.3% | -11.3% | 0.159% | |
7/18/2025 | Newman Dignan & Sheerar Inc. | 35,882 | $1.40M | 0.3% | N/A | 0.260% | |
7/17/2025 | Park Place Capital Corp | 9,181 | $364K | 0.1% | N/A | 0.066% | |
7/16/2025 | ORG Partners LLC | 1,507 | $60K | 0.0% | N/A | 0.011% | |
7/14/2025 | Enzi Wealth | 5,440 | $218K | 0.1% | N/A | 0.039% | |
7/10/2025 | Vista Investment Partners LLC | 87,437 | $3.41M | 1.0% | +161.9% | 0.632% | |
5/15/2025 | Royal Bank of Canada | 36,692 | $1.37M | 0.0% | +31.3% | 0.272% | |
5/15/2025 | The Manufacturers Life Insurance Company | 4,343,594 | $161.90M | 0.2% | -0.1% | 32.223% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 143,739 | $5.36M | 0.0% | +2.8% | 1.066% | |
5/13/2025 | Evensky & Katz LLC | 43,481 | $1.62M | 0.1% | -3.8% | 0.323% | |
5/13/2025 | HighTower Advisors LLC | 109,636 | $4.09M | 0.0% | -2.2% | 0.813% | |
5/8/2025 | Atlas Wealth LLC | 101,572 | $3.79M | 1.5% | +7.0% | 0.754% | |
5/7/2025 | LPL Financial LLC | 426,268 | $15.89M | 0.0% | -45.9% | 3.162% | |
5/6/2025 | Cetera Investment Advisers | 63,443 | $2.37M | 0.0% | +45.5% | 0.471% | |
5/6/2025 | Avantax Advisory Services Inc. | 15,901 | $593K | 0.0% | +19.9% | 0.118% | |
5/6/2025 | Gilbert & Cook Inc. | 515,448 | $19.21M | 2.8% | +40.0% | 3.824% | |
5/5/2025 | Private Advisor Group LLC | 425,377 | $15.86M | 0.1% | +0.3% | 3.156% | |
5/1/2025 | CWM LLC | 2,940 | $110K | 0.0% | -20.9% | 0.023% | |
4/30/2025 | Stratos Wealth Partners LTD. | 8,639 | $322K | 0.0% | -3.4% | 0.067% | |
4/29/2025 | Envestnet Asset Management Inc. | 148,992 | $5.55M | 0.0% | -1.8% | 1.155% | |
4/25/2025 | JNBA Financial Advisors | 20,346 | $758K | 0.1% | -7.8% | 0.158% | |
4/24/2025 | Sims Investment Management LLC | 168,718 | $6.29M | 2.8% | +117.5% | 1.308% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 8,375 | $312K | 0.0% | -25.2% | 0.065% | |
4/17/2025 | Vista Investment Partners LLC | 33,385 | $1.24M | 0.4% | N/A | 0.259% | |
4/17/2025 | Cornell Pochily Investment Advisors Inc. | 24,733 | $922K | 0.3% | +13.0% | 0.192% | |
4/17/2025 | American Institute for Advanced Investment Management LLP | 45,025 | $1.68M | 1.2% | +13.6% | 0.349% | |
4/15/2025 | Simplicity Wealth LLC | 12,428 | $463K | 0.0% | N/A | 0.096% | |
4/10/2025 | Iams Wealth Management LLC | 9,447 | $352K | 0.2% | +14.5% | 0.073% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 94,146 | $3.74M | 0.1% | -42.5% | 0.711% | |
2/17/2025 | CoreCap Advisors LLC | 3,887 | $154K | 0.0% | N/A | 0.034% | |
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2/17/2025 | Cetera Investment Advisers | 43,589 | $1.73M | 0.0% | -4.1% | 0.381% | |
2/17/2025 | Bank of America Corp DE | 1,650,624 | $65.60M | 0.0% | +21.8% | 14.441% | |
2/17/2025 | Ameriprise Financial Inc. | 113,385 | $4.51M | 0.0% | +20.2% | 0.992% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 11,856 | $471K | 0.0% | -3.2% | 0.104% | |
2/14/2025 | The Manufacturers Life Insurance Company | 4,346,379 | $172.73M | 0.2% | -8.2% | 38.026% | |
2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 1,088 | $43K | 0.0% | N/A | 0.010% | |
2/14/2025 | Empire Financial Management Company LLC | 91,465 | $3.64M | 1.1% | +1.0% | 0.800% | |
2/14/2025 | Stifel Financial Corp | 57,959 | $2.30M | 0.0% | +2.9% | 0.507% | |
2/14/2025 | OneDigital Investment Advisors LLC | 9,473 | $376K | 0.0% | -4.7% | 0.083% | |
2/13/2025 | Synovus Financial Corp | 402,257 | $15.99M | 0.2% | -0.4% | 3.519% | |
2/13/2025 | Raymond James Financial Inc. | 7,005 | $278K | 0.0% | N/A | 0.061% | |
2/13/2025 | Envestnet Asset Management Inc. | 151,660 | $6.03M | 0.0% | -1.2% | 1.327% | |
2/13/2025 | Wells Fargo & Company MN | 396,984 | $15.78M | 0.0% | -1.7% | 3.473% | |
2/12/2025 | OLD Mission Capital LLC | 7,891 | $314K | 0.0% | -42.7% | 0.069% | |
2/11/2025 | LPL Financial LLC | 788,158 | $31.32M | 0.0% | -2.8% | 6.896% | |
2/11/2025 | Atlas Wealth LLC | 94,894 | $3.77M | 1.4% | -0.4% | 0.830% | |
2/10/2025 | Commonwealth Equity Services LLC | 101,401 | $4.03M | 0.0% | -3.0% | 0.887% | |
2/10/2025 | Avantax Advisory Services Inc. | 13,267 | $527K | 0.0% | +6.7% | 0.116% | |
2/7/2025 | HighTower Advisors LLC | 112,075 | $4.45M | 0.0% | -1.3% | 0.981% | |
2/6/2025 | Midwest Heritage Bank FSB | 26,995 | $1.07M | 0.5% | -10.9% | 0.236% | |
2/6/2025 | Raymond James Financial Inc. | 7,005 | $278K | 0.0% | N/A | 0.061% | |
2/6/2025 | Atria Investments Inc | 15,255 | $606K | 0.0% | -2.6% | 0.133% | |
2/6/2025 | Jones Financial Companies Lllp | 41,762 | $1.66M | 0.0% | +164.6% | 0.365% | |
2/5/2025 | Sims Investment Management LLC | 77,568 | $3.08M | 1.7% | N/A | 0.679% | |
2/3/2025 | Private Advisor Group LLC | 424,201 | $16.86M | 0.1% | -5.1% | 3.711% | |
1/31/2025 | Sanctuary Advisors LLC | 16,024 | $668K | 0.0% | -1.6% | 0.140% | |
1/30/2025 | JNBA Financial Advisors | 22,056 | $877K | 0.1% | -5.3% | 0.193% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 69,077 | $2.75M | 0.1% | +249.7% | 0.604% | |
1/23/2025 | Gilbert & Cook Inc. | 368,253 | $14.63M | 2.1% | N/A | 3.222% | |
1/23/2025 | American Institute for Advanced Investment Management LLP | 39,647 | $1.58M | 1.2% | +3.6% | 0.347% | |
1/23/2025 | Iams Wealth Management LLC | 8,248 | $328K | 0.1% | N/A | 0.072% | |
1/22/2025 | Cornell Pochily Investment Advisors Inc. | 21,881 | $870K | 0.3% | +25.9% | 0.191% | |
1/21/2025 | AlphaMark Advisors LLC | 1,291 | $51K | 0.0% | N/A | 0.011% | |
1/21/2025 | Flagship Harbor Advisors LLC | 28,365 | $1.13M | 0.1% | +2.8% | 0.248% | |
12/26/2024 | JPMorgan Chase & Co. | 1,622 | $65K | 0.0% | +162,100.0% | 0.014% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 163,593 | $6.52M | 0.2% | +2.5% | 1.431% | |
11/25/2024 | Synovus Financial Corp | 403,807 | $16.21M | 0.2% | -1.4% | 3.533% | |
11/25/2024 | Sanctuary Advisors LLC | 16,292 | $701K | 0.0% | +1.9% | 0.143% | |
11/18/2024 | Empire Financial Management Company LLC | 90,601 | $3.64M | 1.1% | +0.3% | 0.793% | |
11/15/2024 | Stifel Financial Corp | 56,321 | $2.26M | 0.0% | +8.1% | 0.493% | |
11/15/2024 | HighTower Advisors LLC | 113,542 | $4.56M | 0.0% | -1.5% | 0.993% | |
11/15/2024 | Atlas Wealth LLC | 95,259 | $3.82M | 1.7% | -4.2% | 0.833% | |
11/14/2024 | Rockefeller Capital Management L.P. | 25,858 | $1.04M | 0.0% | -1.1% | 0.226% | |
11/13/2024 | The Manufacturers Life Insurance Company | 4,733,132 | $189.99M | 0.2% | -4.1% | 41.410% | |
10/31/2024 | JNBA Financial Advisors | 23,286 | $935K | 0.1% | -13.3% | 0.204% | |
10/23/2024 | American Institute for Advanced Investment Management LLP | 38,251 | $1.54M | 1.1% | +3.0% | 0.335% | |
10/22/2024 | Private Advisor Group LLC | 446,952 | $17.94M | 0.1% | +4,778.9% | 3.910% | |
10/19/2024 | Midwest Heritage Bank FSB | 30,300 | $1.22M | 0.6% | -3.4% | 0.265% | |
10/18/2024 | Cahaba Wealth Management Inc. | 10,359 | $416K | 0.0% | +24.5% | 0.091% | |
10/15/2024 | Cornell Pochily Investment Advisors Inc. | 17,382 | $698K | 0.2% | +95.0% | 0.152% | |
Alex’s “Next Magnificent Seven” stocks (Ad) The original “Magnificent Seven” turned $7K into $1.18 million.
Now, Alex Green has identified AI’s Next Magnificent Seven—seven stocks he believes could deliver similar gains in under six years. His full breakdown is now live. Watch the “Next Magnificent Seven” presentation here |
10/11/2024 | Creative Planning | 37,582 | $1.51M | 0.0% | -4.1% | 0.329% | |
9/5/2024 | Sanctuary Advisors LLC | 15,989 | $585K | 0.0% | N/A | 0.140% | |
8/22/2024 | Cetera Investment Advisers | 44,774 | $1.66M | 0.0% | +2.2% | 0.392% | |
8/21/2024 | Granite Bay Wealth Management LLC | 288,556 | $10.71M | 0.4% | +2,181.1% | 2.525% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 159,562 | $5.91M | 0.2% | +64.7% | 1.396% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 124,672 | $4.62M | 0.0% | -1.9% | 1.091% | |
8/16/2024 | Creative Planning | 39,198 | $1.45M | 0.0% | -3.1% | 0.343% | |
8/15/2024 | The Manufacturers Life Insurance Company | 4,936,416 | $182.75M | 0.2% | -1.5% | 43.188% | |
8/12/2024 | WCG Wealth Advisors LLC | 11,043 | $409K | 0.0% | N/A | 0.097% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 13,618 | $504K | 0.0% | -5.4% | 0.119% | |