8/1/2025 | Austin Private Wealth LLC | 2,725 | $525K | 0.0% | +31.3% | 0.002% | |
8/1/2025 | Zhang Financial LLC | 10,103 | $1.95M | 0.1% | +2.2% | 0.009% | |
8/1/2025 | Centerpoint Advisors LLC | 5,801 | $1.12M | 0.4% | -3.9% | 0.005% | |
8/1/2025 | May Hill Capital LLC | 11,486 | $2.21M | 0.7% | -5.9% | 0.010% | |
8/1/2025 | Advisory Alpha LLC | 3,143 | $606K | 0.0% | -3.0% | 0.003% | |
8/1/2025 | Facet Wealth Inc. | 7,002 | $1.39M | 0.0% | -18.5% | 0.006% | |
8/1/2025 | Cobblestone Capital Advisors LLC NY | 231,954 | $44.70M | 2.3% | +0.1% | 0.196% | |
8/1/2025 | Bessemer Group Inc. | 77,856 | $15.00M | 0.0% | +10.1% | 0.066% | |
8/1/2025 | Fort Vancouver Investment Management LLC | 49,107 | $9.46M | 6.5% | -0.7% | 0.042% | |
8/1/2025 | Envestnet Asset Management Inc. | 2,933,498 | $565.31M | 0.2% | +7.2% | 2.485% | |
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8/1/2025 | Chilton Capital Management LLC | 16,293 | $3.14M | 0.1% | -3.6% | 0.014% | |
7/31/2025 | Wealthfront Advisers LLC | 3,283,604 | $632.78M | 1.6% | +4.4% | 2.782% | |
7/31/2025 | Atlatl Advisers LLC | 12,498 | $2.41M | 1.1% | +13.5% | 0.011% | |
7/31/2025 | Topsail Wealth Management LLC | 48,429 | $9.33M | 1.7% | +3.5% | 0.041% | |
7/31/2025 | Interchange Capital Partners LLC | 1,560 | $301K | 0.1% | N/A | 0.001% | |
7/31/2025 | Leavell Investment Management Inc. | 30,970 | $5.97M | 0.3% | +48.5% | 0.026% | |
7/31/2025 | BIP Alliance LLC | 103,018 | $19.85M | 7.6% | +13.5% | 0.087% | |
7/31/2025 | BIP Wealth LLC | 16,500 | $3.18M | 0.2% | -1.2% | 0.014% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 2,468 | $476K | 0.0% | -7.5% | 0.002% | |
7/31/2025 | Sage Mountain Advisors LLC | 4,455 | $859K | 0.1% | -2.9% | 0.004% | |
7/31/2025 | Intelligent Financial Strategies | 1,416 | $273K | 0.1% | -8.8% | 0.001% | |
7/30/2025 | Strategic Blueprint LLC | 11,518 | $2.22M | 0.1% | -0.9% | 0.010% | |
7/30/2025 | TFB Advisors LLC | 13,693 | $2.64M | 0.7% | +11.7% | 0.012% | |
7/30/2025 | Brookstone Capital Management | 4,573 | $881K | 0.0% | +7.0% | 0.004% | |
7/30/2025 | D.A. Davidson & CO. | 73,681 | $14.20M | 0.1% | -2.4% | 0.062% | |
7/30/2025 | Cullen Frost Bankers Inc. | 575 | $111K | 0.0% | +91.7% | 0.000% | |
7/30/2025 | Lionsbridge Wealth Management LLC | 7,283 | $1.40M | 1.4% | +58.4% | 0.006% | |
7/30/2025 | Whittier Trust Co. of Nevada Inc. | 6,768 | $1.30M | 0.0% | -16.5% | 0.006% | |
7/30/2025 | Whittier Trust Co. | 3,944 | $760K | 0.0% | -24.1% | 0.003% | |
7/30/2025 | Klingman & Associates LLC | 1,090 | $210K | 0.0% | N/A | 0.001% | |
7/30/2025 | Financial Perspectives Inc | 268 | $52K | 0.0% | +100.0% | 0.000% | |
7/30/2025 | Fairway Wealth LLC | 84,709 | $16.32M | 3.8% | -2.3% | 0.072% | |
7/29/2025 | Crux Wealth Advisors | 8,494 | $1.64M | 0.7% | -18.7% | 0.007% | |
7/29/2025 | Sigma Investment Counselors Inc. | 2,770 | $534K | 0.0% | +76.4% | 0.002% | |
7/29/2025 | Financial Synergies Wealth Advisors Inc. | 15,192 | $2.93M | 0.3% | -6.0% | 0.013% | |
7/29/2025 | International Assets Investment Management LLC | 3,269 | $630K | 0.0% | +43.1% | 0.003% | |
7/29/2025 | Gladwyn Financial Advisors Inc. | 332 | $64K | 0.0% | N/A | 0.000% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 29,469 | $5.68M | 0.1% | +0.3% | 0.025% | |
7/29/2025 | Aspiriant LLC | 5,793 | $1.12M | 0.0% | +57.4% | 0.005% | |
7/29/2025 | Koshinski Asset Management Inc. | 8,948 | $1.72M | 0.1% | +15.7% | 0.008% | |
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7/29/2025 | Stratos Wealth Partners LTD. | 472,941 | $91.14M | 1.2% | -7.8% | 0.401% | |
7/29/2025 | Stratos Wealth Advisors LLC | 1,043 | $201K | 0.0% | N/A | 0.001% | |
7/29/2025 | Angeles Wealth Management LLC | 236 | $45K | 0.0% | +85.8% | 0.000% | |
7/28/2025 | Compass Advisory Group LLC | 30,911 | $5.96M | 1.9% | +17.6% | 0.026% | |
7/28/2025 | Rik Saylor Financial Inc. | 4,002 | $771K | 0.6% | -2.7% | 0.003% | |
7/28/2025 | Mission Hills Financial Advisory LLC | 18,217 | $3.51M | 2.2% | -3.1% | 0.015% | |
7/28/2025 | Fairman Group LLC | 546 | $105K | 0.1% | -22.6% | 0.000% | |
7/28/2025 | Mutual Advisors LLC | 51,401 | $10.30M | 0.3% | -0.9% | 0.044% | |
7/28/2025 | Harbour Investments Inc. | 95,441 | $18.39M | 0.5% | +46.6% | 0.081% | |
7/28/2025 | Innova Wealth Partners | 2,051 | $395K | 0.2% | +2.8% | 0.002% | |
7/28/2025 | Sagespring Wealth Partners LLC | 2,207 | $425K | 0.0% | -6.0% | 0.002% | |
7/28/2025 | Baker Boyer National Bank | 1,071 | $206K | 0.1% | -50.0% | 0.001% | |
7/28/2025 | Acorn Financial Advisory Services Inc. ADV | 8,889 | $1.71M | 0.3% | -13.5% | 0.008% | |
7/25/2025 | NorthRock Partners LLC | 20,100 | $3.87M | 0.1% | -1.0% | 0.017% | |
7/25/2025 | Atria Wealth Solutions Inc. | 12,095 | $2.34M | 0.1% | -66.2% | 0.010% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 714,574 | $137.71M | 0.5% | -0.3% | 0.605% | |
7/25/2025 | Wealth Architects LLC | 3,621 | $698K | 0.1% | +2.6% | 0.003% | |
7/25/2025 | Sequoia Financial Advisors LLC | 2,436 | $470K | 0.0% | +8.0% | 0.002% | |
7/25/2025 | Cypress Capital Group | 8,320 | $1.60M | 0.2% | N/A | 0.007% | |
7/25/2025 | M3 Advisory Group LLC | 2,512 | $484K | 0.3% | +25.3% | 0.002% | |
7/25/2025 | CWM LLC | 57,348 | $11.05M | 0.0% | -3.1% | 0.049% | |
7/25/2025 | Concurrent Investment Advisors LLC | 17,809 | $3.43M | 0.1% | +8.8% | 0.015% | |
7/25/2025 | Johnson Investment Counsel Inc. | 3,077 | $593K | 0.0% | +27.8% | 0.003% | |
7/25/2025 | GFS Advisors LLC | 7,693 | $1.48M | 0.2% | -7.3% | 0.007% | |
7/25/2025 | Apollon Financial LLC | 15,716 | $3.03M | 0.6% | -7.1% | 0.013% | |
7/25/2025 | Apollon Wealth Management LLC | 1,163 | $224K | 0.0% | -15.9% | 0.001% | |
7/25/2025 | Fifth Third Wealth Advisors LLC | 8,594 | $1.66M | 0.1% | N/A | 0.007% | |
7/25/2025 | Richardson Financial Services Inc. | 1,682 | $325K | 0.2% | +4.9% | 0.001% | |
7/24/2025 | Invictus Private Wealth LLC | 1,745 | $336K | 0.0% | -6.0% | 0.001% | |
7/24/2025 | Drucker Wealth 3.0 LLC | 2,501 | $495K | 0.1% | +31.5% | 0.002% | |
7/24/2025 | Eastern Bank | 1,921 | $370K | 0.0% | +56.4% | 0.002% | |
7/24/2025 | Blue Trust Inc. | 317,263 | $61.14M | 0.7% | -35.5% | 0.269% | |
7/24/2025 | Pinion Investment Advisors LLC | 1,108 | $214K | 0.1% | N/A | 0.001% | |
7/24/2025 | Trevian Wealth Management LLC | 33,900 | $6.53M | 4.0% | -15.4% | 0.029% | |
7/24/2025 | Blair William & Co. IL | 72,535 | $13.98M | 0.0% | +0.5% | 0.063% | |
7/24/2025 | US Bancorp DE | 997,673 | $192.26M | 0.2% | -12.2% | 0.863% | |
7/23/2025 | L.K. Benson & Company P.C. | 17,428 | $3.36M | 2.1% | +2.6% | 0.015% | |
7/23/2025 | Values Added Financial LLC | 16,638 | $3.21M | 1.6% | -2.4% | 0.014% | |
7/23/2025 | Eagle Strategies LLC | 2,493 | $480K | 0.1% | +4.6% | 0.002% | |
7/23/2025 | Valmark Advisers Inc. | 131,389 | $25.32M | 0.4% | +3.4% | 0.114% | |
7/23/2025 | Traphagen Investment Advisors LLC | 9,741 | $1.88M | 0.2% | +1.5% | 0.008% | |
7/23/2025 | Winthrop Advisory Group LLC | 74,094 | $14.28M | 1.4% | +8.7% | 0.064% | |
7/23/2025 | REAP Financial Group LLC | 186 | $36K | 0.0% | N/A | 0.000% | |
7/23/2025 | Sax Wealth Advisors LLC | 1,039 | $200K | 0.0% | -13.6% | 0.001% | |
7/23/2025 | Roundview Capital LLC | 14,547 | $2.80M | 0.2% | -6.9% | 0.013% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 30,138 | $5.81M | 0.1% | -36.6% | 0.026% | |
7/23/2025 | Litman Gregory Wealth Management LLC | 1,033 | $204K | 0.0% | N/A | 0.001% | |
7/22/2025 | PUREfi Wealth LLC | 3,359 | $647K | 0.5% | -5.1% | 0.003% | |
7/22/2025 | Global Assets Advisory LLC | 1,510 | $292K | 0.1% | N/A | 0.001% | |
7/22/2025 | Merit Financial Group LLC | 35,114 | $6.77M | 0.1% | +4.7% | 0.030% | |
One stock to replace Nvidia (Ad) Investing Legend Hints the End May be Near for These 3 Iconic Stocks
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7/22/2025 | Beacon Financial Advisory LLC | 1,411 | $272K | 0.1% | -4.5% | 0.001% | |
7/22/2025 | Simplicity Wealth LLC | 1,397 | $269K | 0.0% | +7.0% | 0.001% | |
7/22/2025 | Safir Wealth Advisors LLC | 26,857 | $5.18M | 3.8% | +2.8% | 0.023% | |
7/22/2025 | BridgePort Financial Solutions LLC | 6,347 | $1.22M | 0.4% | -2.3% | 0.005% | |
7/22/2025 | Compass Financial Group INC SD | 39,848 | $7.68M | 1.3% | +0.3% | 0.034% | |
7/22/2025 | Gutierrez Wealth Advisory LLC | 44,982 | $8.67M | 5.8% | -0.7% | 0.039% | |
7/22/2025 | Clarius Group LLC | 37,169 | $7.16M | 0.4% | -8.5% | 0.032% | |
7/22/2025 | Vested Financial Planning LLC | 16,969 | $3.27M | 2.9% | +21.4% | 0.015% | |
7/22/2025 | Journey Beyond Wealth LLC | 59,481 | $11.46M | 9.7% | -7.4% | 0.051% | |
7/21/2025 | Ameriflex Group Inc. | 1,002 | $192K | 0.1% | +8.0% | 0.001% | |