5/14/2024 | Advisors Asset Management Inc. | 12,049 | $77K | 0.0% | -57.8% | 0.000% | |
5/14/2024 | EntryPoint Capital LLC | 8,392 | $54K | 0.0% | -66.5% | 0.000% | |
5/14/2024 | Burns Matteson Capital Management LLC | 15,423 | $99K | 0.1% | N/A | 0.001% | |
5/14/2024 | Pitcairn Co. | 26,024 | $167K | 0.0% | N/A | 0.001% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 35,667 | $229K | 0.0% | +85.8% | 0.001% | |
5/8/2024 | Russell Investments Group Ltd. | 26,107 | $168K | 0.0% | +89.2% | 0.001% | |
|
5/8/2024 | QRG Capital Management Inc. | 257,446 | $1.65M | 0.0% | +78.0% | 0.009% | |
5/7/2024 | Sei Investments Co. | 72,003 | $462K | 0.0% | -16.6% | 0.002% | |
5/7/2024 | Atomi Financial Group Inc. | 12,712 | $82K | 0.0% | N/A | 0.000% | |
5/6/2024 | Quantbot Technologies LP | 37,389 | $240K | 0.0% | +4,591.2% | 0.001% | |
5/6/2024 | Gallacher Capital Management LLC | 56,371 | $362K | 0.2% | -15.2% | 0.002% | |
5/4/2024 | Lester Murray Antman dba SimplyRich | 71,578 | $460K | 0.1% | N/A | 0.002% | |
5/3/2024 | RIA Advisory Group LLC | 18,383 | $118K | 0.0% | N/A | 0.001% | |
5/3/2024 | Callan Capital LLC | 93,119 | $598K | 0.1% | +167.3% | 0.003% | |
5/1/2024 | Capstone Investment Advisors LLC | 136,356 | $875K | 0.0% | +389.7% | 0.005% | |
5/1/2024 | BNP Paribas Financial Markets | 112,720 | $724K | 0.0% | +997.0% | 0.004% | |
5/1/2024 | Diversify Advisory Services LLC | 113,010 | $693K | 0.0% | N/A | 0.004% | |
4/30/2024 | Norden Group LLC | 10,695 | $69K | 0.0% | N/A | 0.000% | |
4/30/2024 | Caprock Group LLC | 46,318 | $297K | 0.0% | +17.3% | 0.002% | |
4/30/2024 | Allspring Global Investments Holdings LLC | 7,082 | $45K | 0.0% | N/A | 0.000% | |
4/29/2024 | XY Capital Ltd | 10,795 | $69K | 0.0% | N/A | 0.000% | |
4/25/2024 | Aaron Wealth Advisors LLC | 74,105 | $476K | 0.1% | +16.0% | 0.002% | |
4/23/2024 | BSW Wealth Partners | 82,694 | $531K | 0.1% | +52.6% | 0.003% | |
4/23/2024 | KLR Investment Advisors LLC | 10,846 | $64K | 0.0% | N/A | 0.000% | |
4/19/2024 | DMC Group LLC | 86,251 | $554K | 0.5% | +8.3% | 0.003% | |
4/19/2024 | Norden Group LLC | 64,170 | $412K | 0.0% | N/A | 0.002% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 7,082 | $45K | 0.0% | N/A | 0.000% | |
4/18/2024 | Claro Advisors LLC | 34,385 | $221K | 0.0% | N/A | 0.001% | |
4/18/2024 | Optas LLC | 38,945 | $250K | 0.1% | +10.1% | 0.001% | |
4/16/2024 | Vanguard Capital Wealth Advisors | 163,145 | $1.05M | 0.7% | +61.2% | 0.005% | |
4/15/2024 | Atlas Capital Advisors LLC | 69,473 | $446K | 0.1% | N/A | 0.002% | |
4/11/2024 | Ballentine Partners LLC | 70,177 | $451K | 0.0% | +44.0% | 0.002% | |
4/10/2024 | Park Avenue Securities LLC | 22,363 | $144K | 0.0% | N/A | 0.001% | |
4/10/2024 | Abacus Wealth Partners LLC | 11,926 | $77K | 0.0% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 75,059 | $339K | 0.0% | -3.7% | 0.002% | |
3/13/2024 | Sivia Capital Partners LLC | 13,701 | $62K | 0.0% | N/A | 0.000% | |
3/1/2024 | Goldman Sachs Group Inc. | 3,933,656 | $17.74M | 0.0% | +21.3% | 0.131% | |
2/26/2024 | Virtu Financial LLC | 74,092 | $334K | 0.0% | +55.0% | 0.002% | |
2/13/2024 | Morningstar Investment Services LLC | 140,115 | $632K | 0.0% | +102.7% | 0.005% | |
2/12/2024 | Capstone Investment Advisors LLC | 27,847 | $126K | 0.0% | N/A | 0.001% | |
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2/12/2024 | Parallel Advisors LLC | 19,110 | $86K | 0.0% | +38.4% | 0.001% | |
2/9/2024 | EverSource Wealth Advisors LLC | 7,482 | $34K | 0.0% | +36.9% | 0.000% | |
2/9/2024 | PNC Financial Services Group Inc. | 75,059 | $339K | 0.0% | -3.7% | 0.002% | |
2/8/2024 | Quadrant Capital Group LLC | 60,764 | $274K | 0.0% | +36.4% | 0.002% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 197,029 | $889K | 0.0% | +21.3% | 0.007% | |
2/7/2024 | Ieq Capital LLC | 12,593 | $57K | 0.0% | N/A | 0.000% | |
2/7/2024 | Forum Financial Management LP | 58,289 | $263K | 0.0% | -22.5% | 0.002% | |
2/7/2024 | QRG Capital Management Inc. | 144,668 | $652K | 0.0% | +6.9% | 0.005% | |
2/6/2024 | M&T Bank Corp | 25,537 | $116K | 0.0% | -12.9% | 0.001% | |
2/6/2024 | Natixis Advisors L.P. | 213,304 | $962K | 0.0% | +4.6% | 0.007% | |
2/6/2024 | First Trust Direct Indexing L.P. | 233,243 | $1.05M | 0.1% | +4.8% | 0.008% | |
2/5/2024 | Victory Capital Management Inc. | 142,324 | $642K | 0.0% | -59.1% | 0.005% | |
2/5/2024 | Vanguard Capital Wealth Advisors | 101,225 | $457K | 0.4% | +179.4% | 0.003% | |
2/5/2024 | Russell Investments Group Ltd. | 13,798 | $62K | 0.0% | +393.0% | 0.000% | |
2/2/2024 | Callan Capital LLC | 34,833 | $157K | 0.0% | N/A | 0.001% | |
2/2/2024 | Bailard Inc. | 54,487 | $246K | 0.0% | +29.9% | 0.002% | |
2/1/2024 | GAMMA Investing LLC | 7,517 | $34K | 0.0% | N/A | 0.000% | |
2/1/2024 | Cable Hill Partners LLC | 62,852 | $294K | 0.0% | +15.9% | 0.002% | |
2/1/2024 | Signaturefd LLC | 92,455 | $417K | 0.0% | +5.1% | 0.003% | |
1/30/2024 | SVB Wealth LLC | 20,460 | $92K | 0.0% | +36.1% | 0.001% | |
1/30/2024 | Investors Research Corp | 22,000 | $99K | 0.0% | -21.4% | 0.001% | |
1/29/2024 | Simplicity Solutions LLC | 24,402 | $110K | 0.0% | N/A | 0.001% | |
1/29/2024 | Perigon Wealth Management LLC | 20,829 | $94K | 0.0% | +45.9% | 0.001% | |
1/29/2024 | Valeo Financial Advisors LLC | 13,452 | $61K | 0.0% | +20.7% | 0.000% | |
1/26/2024 | Cerity Partners LLC | 225,016 | $1.02M | 0.0% | +19.5% | 0.007% | |
1/26/2024 | Aaron Wealth Advisors LLC | 63,888 | $288K | 0.0% | +31.5% | 0.002% | |
1/26/2024 | Optas LLC | 35,382 | $160K | 0.0% | +22.7% | 0.001% | |
1/26/2024 | Sequoia Financial Advisors LLC | 30,620 | $138K | 0.0% | -26.5% | 0.001% | |
1/25/2024 | BSW Wealth Partners | 54,184 | $244K | 0.0% | +30.3% | 0.002% | |
1/25/2024 | Bleakley Financial Group LLC | 24,402 | $110K | 0.0% | N/A | 0.001% | |
1/23/2024 | Ballentine Partners LLC | 48,741 | $220K | 0.0% | +60.9% | 0.002% | |
1/18/2024 | Caprock Group LLC | 39,497 | $178K | 0.0% | -5.7% | 0.001% | |
1/18/2024 | Successful Portfolios LLC | 15,000 | $68K | 0.1% | N/A | 0.000% | |
1/16/2024 | Pacer Advisors Inc. | 27,408 | $124K | 0.0% | N/A | 0.001% | |
1/11/2024 | Bruce G. Allen Investments LLC | 6,485 | $29K | 0.0% | N/A | 0.000% | |
12/6/2023 | Citigroup Inc. | 13,292 | $53K | 0.0% | +29.1% | 0.000% | |
11/15/2023 | Lake Street Advisors Group LLC | 21,764 | $88K | 0.0% | +13.6% | 0.001% | |
11/15/2023 | Evergreen Capital Management LLC | 21,498 | $86K | 0.0% | +16.5% | 0.001% | |
11/14/2023 | Morningstar Investment Services LLC | 69,129 | $286K | 0.0% | +6.3% | 0.002% | |
11/14/2023 | Qube Research & Technologies Ltd | 565,359 | $2.27M | 0.0% | N/A | 0.019% | |
11/13/2023 | Natixis Advisors L.P. | 203,898 | $820K | 0.0% | +6.2% | 0.007% | |
11/13/2023 | Mariner LLC | 226,286 | $910K | 0.0% | +6.8% | 0.008% | |
11/13/2023 | FMR LLC | 1,085,771 | $4.37M | 0.0% | +5.8% | 0.036% | |
11/13/2023 | QRG Capital Management Inc. | 135,304 | $544K | 0.0% | N/A | 0.005% | |
11/8/2023 | Pathstone Family Office LLC | 20,319 | $82K | 0.0% | N/A | 0.001% | |
11/8/2023 | Vanguard Personalized Indexing Management LLC | 162,460 | $653K | 0.0% | +19.9% | 0.005% | |
11/8/2023 | Sequoia Financial Advisors LLC | 41,674 | $168K | 0.0% | +71.9% | 0.001% | |
11/6/2023 | Schechter Investment Advisors LLC | 32,383 | $130K | 0.0% | +19.4% | 0.001% | |
11/4/2023 | Signaturefd LLC | 87,966 | $354K | 0.0% | +17.4% | 0.003% | |
11/2/2023 | M&T Bank Corp | 29,324 | $117K | 0.0% | +26.5% | 0.001% | |
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Luckily, in these unprecedented times, we have an unprecedented solution.
Once considered a “fringe” investment, the crypto market is now taking the world by storm.![](https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=7896&Placement=NativeDisplay&Source=NativeDisplay) Click here to access the Crypto Retirement Blueprint now. |
11/1/2023 | Vanguard Capital Wealth Advisors | 36,225 | $146K | 0.1% | N/A | 0.001% | |
10/31/2023 | Optas LLC | 28,842 | $116K | 0.0% | +133.7% | 0.001% | |
10/27/2023 | Cable Hill Partners LLC | 54,239 | $218K | 0.0% | N/A | 0.002% | |
10/27/2023 | BSW Wealth Partners | 41,596 | $167K | 0.0% | -41.5% | 0.001% | |
10/26/2023 | Sage Rhino Capital LLC | 19,350 | $78K | 0.0% | +20.2% | 0.001% | |
10/26/2023 | Advisor Partners II LLC | 90,466 | $364K | 0.0% | +82.5% | 0.003% | |
10/26/2023 | DMC Group LLC | 78,205 | $314K | 0.3% | +8.8% | 0.003% | |
10/24/2023 | Bailard Inc. | 41,931 | $169K | 0.0% | -36.3% | 0.001% | |
10/24/2023 | Bank of New York Mellon Corp | 183,257 | $737K | 0.0% | +11.1% | 0.006% | |
10/24/2023 | Xponance Inc. | 12,563 | $51K | 0.0% | N/A | 0.000% | |