4/23/2025 | Navis Wealth Advisors LLC | 12,380 | $789K | 0.8% | +9.9% | 0.179% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 38,910 | $2.48M | 0.0% | -3.3% | 0.562% | |
4/11/2025 | SeaCrest Wealth Management LLC | 11,004 | $701K | 0.1% | -5.7% | 0.159% | |
4/4/2025 | Legacy Private Trust Co. | 78,104 | $4.98M | 0.3% | -19.9% | 1.129% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 251,332 | $16.62M | 0.5% | +3.9% | 3.452% | |
2/17/2025 | Cetera Investment Advisers | 14,554 | $963K | 0.0% | +7.2% | 0.200% | |
2/17/2025 | Baird Financial Group Inc. | 43,644 | $2.89M | 0.0% | +6.5% | 0.600% | |
2/17/2025 | Bank of America Corp DE | 97,355 | $6.44M | 0.0% | -7.9% | 1.337% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 22,172 | $1.47M | 0.0% | N/A | 0.305% | |
2/14/2025 | Bison Wealth LLC | 10,466 | $692K | 0.2% | -2.8% | 0.144% | |
Get the Latest News and Ratings for CSM and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for ProShares Large Cap Core Plus and its competitors with MarketBeat's FREE daily newsletter.
|
2/14/2025 | Stifel Financial Corp | 94,278 | $6.24M | 0.0% | -2.4% | 1.295% | |
2/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 779,564 | $51.56M | 0.1% | -0.1% | 10.708% | |
2/14/2025 | Freedom Investment Management Inc. | 42,167 | $2.79M | 0.2% | -1.4% | 0.579% | |
2/13/2025 | Mariner LLC | 4,530 | $300K | 0.0% | -13.6% | 0.062% | |
2/13/2025 | Raymond James Financial Inc. | 51,004 | $3.37M | 0.0% | N/A | 0.701% | |
2/13/2025 | Advisory Services Network LLC | 4,751 | $314K | 0.0% | +41.5% | 0.065% | |
2/13/2025 | Envestnet Asset Management Inc. | 153,847 | $10.18M | 0.0% | +4.4% | 2.113% | |
2/13/2025 | Wedbush Securities Inc. | 17,941 | $1.19M | 0.0% | +4.6% | 0.246% | |
2/13/2025 | Wells Fargo & Company MN | 76,233 | $5.04M | 0.0% | +2.9% | 1.047% | |
2/12/2025 | Thoroughbred Financial Services LLC | 13,975 | $924K | 0.1% | -7.3% | 0.192% | |
2/12/2025 | Financial Engines Advisors L.L.C. | 8,993 | $595K | 0.0% | +104.6% | 0.124% | |
2/11/2025 | LPL Financial LLC | 297,315 | $19.66M | 0.0% | -23.2% | 4.084% | |
2/11/2025 | Runnymede Capital Advisors Inc. | 520 | $34K | 0.0% | N/A | 0.007% | |
2/11/2025 | Lee Danner & Bass Inc. | 800 | $53K | 0.0% | N/A | 0.011% | |
2/10/2025 | Hopwood Financial Services Inc. | 800 | $53K | 0.0% | N/A | 0.011% | |
2/6/2025 | Raymond James Financial Inc. | 51,004 | $3.37M | 0.0% | N/A | 0.701% | |
2/6/2025 | Patten Group Inc. | 8,541 | $565K | 0.1% | +3.7% | 0.117% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 7,348 | $486K | 0.0% | +35.9% | 0.101% | |
2/5/2025 | Private Trust Co. NA | 2,537 | $168K | 0.0% | +30.1% | 0.035% | |
2/4/2025 | Bank of New York Mellon Corp | 96,368 | $6.37M | 0.0% | -5.9% | 1.324% | |
1/30/2025 | WealthPLAN Partners LLC | 6,128 | $405K | 0.1% | -15.4% | 0.084% | |
1/30/2025 | Manchester Financial Inc. | 3,772 | $249K | 0.1% | N/A | 0.052% | |
1/29/2025 | Focus Financial Network Inc. | 3,525 | $233K | 0.0% | -14.3% | 0.048% | |
1/27/2025 | Onyx Bridge Wealth Group LLC | 122,661 | $8.11M | 1.2% | -0.2% | 1.685% | |
1/24/2025 | S.A. Mason LLC | 558 | $37K | 0.0% | N/A | 0.008% | |
1/22/2025 | Apexium Financial LP | 96,992 | $6.42M | 0.4% | -6.0% | 1.332% | |
1/21/2025 | Navis Wealth Advisors LLC | 11,260 | $745K | 0.8% | +6.0% | 0.155% | |
1/21/2025 | Duncan Williams Asset Management LLC | 31,698 | $2.10M | 0.8% | +5.9% | 0.435% | |
1/17/2025 | Mutual Advisors LLC | 54,701 | $3.67M | 0.1% | -1.2% | 0.751% | |
1/15/2025 | Gill Capital Partners LLC | 66,931 | $4.43M | 1.6% | -3.4% | 0.919% | |
Trump Treasure April 19 (Ad) Thanks to President Trump…
A $900 investment across5 specific cryptos…
Could gain 12,000% so quickly that, just 12 months later… If I’m right about this (like I was before) a modest $900 investment… |
1/8/2025 | Legacy Private Trust Co. | 97,458 | $6.45M | 0.4% | -0.3% | 1.339% | |
1/6/2025 | Capital Market Strategies LLC | 20,718 | $1.37M | 0.8% | -0.9% | 0.285% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 241,972 | $15.76M | 0.4% | -8.4% | 3.324% | |
11/15/2024 | Stifel Financial Corp | 96,587 | $6.31M | 0.0% | +1.6% | 1.327% | |
11/13/2024 | Freedom Investment Management Inc. | 42,748 | $2.80M | 0.2% | -4.8% | 0.587% | |
11/13/2024 | Private Trust Co. NA | 1,950 | $127K | 0.0% | N/A | 0.027% | |
11/13/2024 | Prosperity Financial Group Inc. | 11,646 | $761K | 0.4% | +1.3% | 0.160% | |
10/25/2024 | Mutual Advisors LLC | 55,389 | $3.65M | 0.1% | +4.7% | 0.761% | |
10/21/2024 | Wealth Effects LLC | 3,203 | $209K | 0.1% | N/A | 0.044% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 122,876 | $8.03M | 1.2% | -0.9% | 1.688% | |
10/16/2024 | SeaCrest Wealth Management LLC | 11,725 | $766K | 0.1% | -3.2% | 0.161% | |
10/10/2024 | JBR Co Financial Management Inc | 4,245 | $278K | 0.2% | -3.5% | 0.058% | |
10/10/2024 | HCR Wealth Advisors | 25,714 | $1.68M | 0.2% | +414.3% | 0.353% | |
10/9/2024 | Patten Group Inc. | 8,234 | $538K | 0.1% | +55.6% | 0.113% | |
10/8/2024 | Gill Capital Partners LLC | 69,269 | $4.53M | 1.6% | -1.3% | 0.951% | |
10/8/2024 | Legacy Private Trust Co. | 97,776 | $6.39M | 0.4% | -1.3% | 1.343% | |
10/3/2024 | Duncan Williams Asset Management LLC | 29,941 | $1.96M | 1.1% | N/A | 0.411% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 264,187 | $16.43M | 0.4% | -33.8% | 3.629% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 8,105 | $503K | 0.0% | +2.8% | 0.111% | |
8/13/2024 | Kayne Anderson Rudnick Investment Management LLC | 780,689 | $48.36M | 0.1% | -2.2% | 10.724% | |
8/9/2024 | WealthPLAN Partners LLC | 7,239 | $449K | 0.0% | -7.7% | 0.099% | |
8/8/2024 | Envestnet Asset Management Inc. | 167,252 | $10.38M | 0.0% | -4.7% | 2.297% | |
8/7/2024 | Wedbush Securities Inc. | 17,514 | $1.09M | 0.0% | -5.1% | 0.241% | |
8/7/2024 | HCR Wealth Advisors | 5,000 | $310K | 0.0% | N/A | 0.069% | |
8/1/2024 | Waterfront Wealth Inc. | 98,894 | $6.13M | 1.7% | -6.9% | 1.358% | |
7/31/2024 | Commonwealth Equity Services LLC | 21,828 | $1.35M | 0.0% | -0.9% | 0.300% | |
7/30/2024 | Atlas Capital Advisors LLC | 13,881 | $861K | 0.1% | +3.0% | 0.191% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 63,429 | $3.93M | 0.0% | -21.4% | 0.871% | |
7/26/2024 | Bank of New York Mellon Corp | 109,066 | $6.77M | 0.0% | -9.6% | 1.498% | |
7/22/2024 | SeaCrest Wealth Management LLC | 12,114 | $751K | 0.1% | +24.7% | 0.166% | |
7/19/2024 | Pacific Sun Financial Corp | 3,540 | $220K | 0.1% | -9.2% | 0.049% | |
7/19/2024 | Raymond James & Associates | 19,396 | $1.20M | 0.0% | +60.4% | 0.266% | |
5/24/2024 | Cetera Advisors LLC | 7,144 | $434K | 0.0% | N/A | 0.098% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 398,841 | $24.23M | 0.6% | +45.9% | 5.479% | |
5/8/2024 | Thoroughbred Financial Services LLC | 15,074 | $915K | 0.1% | -1.6% | 0.207% | |
5/7/2024 | Oppenheimer & Co. Inc. | 4,352 | $264K | 0.0% | N/A | 0.060% | |
5/6/2024 | Gill Capital Partners LLC | 70,260 | $4.05M | 1.6% | -9.5% | 0.965% | |
5/2/2024 | Mutual Advisors LLC | 53,532 | $3.25M | 0.1% | -16.5% | 0.735% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 124,086 | $7.24M | 1.3% | -1.3% | 1.704% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 80,669 | $4.90M | 0.0% | +8.8% | 1.108% | |
4/24/2024 | Leavell Investment Management Inc. | 20,846 | $1.27M | 0.1% | -17.4% | 0.286% | |
4/18/2024 | SeaCrest Wealth Management LLC | 9,714 | $590K | 0.1% | -29.5% | 0.133% | |
4/18/2024 | Diversified Trust Co | 4,800 | $292K | 0.0% | N/A | 0.066% | |
4/10/2024 | Legacy Private Trust Co. | 100,614 | $6.11M | 0.4% | -1.2% | 1.272% | |
4/5/2024 | Capital Market Strategies LLC | 20,886 | $1.27M | 1.0% | -7.6% | 0.264% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 273,319 | $14.97M | 0.4% | -31.5% | 3.455% | |
2/12/2024 | Focus Financial Network Inc. ADV | 4,138 | $227K | 0.0% | N/A | 0.052% | |
2/12/2024 | Stifel Financial Corp | 96,273 | $5.27M | 0.0% | +15.4% | 1.217% | |
2/9/2024 | Wells Fargo & Company MN | 294,953 | $16.16M | 0.0% | +14.5% | 3.729% | |
2/9/2024 | Thoroughbred Financial Services LLC | 15,314 | $838K | 0.1% | -3.5% | 0.194% | |
The Crypto Market is About to Change Lives (Ad) I've discovered something so significant about the 2025 crypto market that I had to put everything else aside and write a book about it.
This isn't just another Bitcoin prediction – it's a complete roadmap for what I believe will be the biggest wealth-building opportunity of this decade.
The evidence is so compelling, I'm doing something that probably seems insane: I'm giving away my entire book for free.  Claim your FREE copy of my controversial book before I change my mind. |
2/8/2024 | Apexium Financial LP | 132,890 | $7.28M | 0.5% | -21.8% | 1.680% | |
2/8/2024 | Pacific Sun Financial Corp | 3,900 | $214K | 0.1% | N/A | 0.049% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 3,690 | $202K | 0.0% | -25.3% | 0.047% | |
2/6/2024 | Axxcess Wealth Management LLC | 4,295 | $235K | 0.0% | -19.4% | 0.054% | |
1/31/2024 | Onyx Bridge Wealth Group LLC | 125,740 | $6.89M | 1.4% | -0.8% | 1.590% | |
1/31/2024 | Wetzel Investment Advisors Inc. | 2,330 | $128K | 0.1% | N/A | 0.029% | |
1/29/2024 | Consolidated Portfolio Review Corp | 12,465 | $683K | 0.2% | -8.4% | 0.158% | |
1/26/2024 | Cerity Partners LLC | 29,414 | $1.61M | 0.0% | -3.2% | 0.372% | |
1/25/2024 | Mainstay Capital Management LLC ADV | 5,085 | $279K | 0.1% | -12.1% | 0.064% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 29,840 | $1.63M | 0.0% | +10.5% | 0.377% | |