1/7/2025 | Benchmark Wealth Management LLC | 6,568 | $689K | 0.3% | -4.9% | 0.007% | |
1/7/2025 | Stonehearth Capital Management LLC | 35,571 | $3.73M | 1.5% | -2.7% | 0.039% | |
1/7/2025 | FC Advisory LLC | 6,590 | $691K | 0.2% | +103.1% | 0.007% | |
1/2/2025 | IMPACTfolio LLC | 455,587 | $47.79M | 24.8% | -0.4% | 0.504% | |
12/26/2024 | JPMorgan Chase & Co. | 217,442 | $22.10M | 0.0% | +8.0% | 0.240% | |
12/3/2024 | Garde Capital Inc. | 212,570 | $21.61M | 1.4% | +6.6% | 0.235% | |
|
11/27/2024 | Franklin Resources Inc. | 171,970 | $17.79M | 0.0% | +55.1% | 0.190% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 16,087 | $1.64M | 0.0% | N/A | 0.018% | |
11/25/2024 | World Investment Advisors LLC | 2,485 | $253K | 0.0% | +7.6% | 0.003% | |
11/25/2024 | Sanctuary Advisors LLC | 7,349 | $780K | 0.0% | +17.1% | 0.008% | |
11/15/2024 | Clarity Asset Management Inc. | 169,896 | $17.27M | 12.0% | +1.1% | 0.188% | |
11/15/2024 | MML Investors Services LLC | 32,583 | $3.31M | 0.0% | +3.2% | 0.036% | |
11/15/2024 | Dunhill Financial LLC | 6,845 | $696K | 0.4% | N/A | 0.008% | |
11/15/2024 | Passive Capital Management LLC. | 7,487 | $761K | 0.3% | -2.6% | 0.008% | |
11/15/2024 | EP Wealth Advisors LLC | 14,096 | $1.43M | 0.0% | +13.9% | 0.016% | |
11/15/2024 | Stifel Financial Corp | 15,476 | $1.57M | 0.0% | +7.1% | 0.017% | |
11/15/2024 | SageView Advisory Group LLC | 137,322 | $13.96M | 0.7% | -14.6% | 0.152% | |
11/15/2024 | IHT Wealth Management LLC | 2,252 | $228K | 0.0% | N/A | 0.002% | |
11/15/2024 | HighTower Advisors LLC | 84,964 | $8.64M | 0.0% | +28.0% | 0.094% | |
11/15/2024 | Hilltop Holdings Inc. | 3,161 | $321K | 0.0% | +10.1% | 0.003% | |
11/14/2024 | Bell Investment Advisors Inc | 21,286 | $2.16M | 0.4% | -0.5% | 0.024% | |
11/13/2024 | Glenmede Trust Co. NA | 8,301 | $844K | 0.0% | N/A | 0.009% | |
11/13/2024 | BNP Paribas Financial Markets | 120,007 | $12.20M | 0.0% | +173,823.2% | 0.133% | |
11/13/2024 | FMR LLC | 10,335 | $1.05M | 0.0% | +5.0% | 0.011% | |
11/13/2024 | D.A. Davidson & CO. | 53,722 | $5.46M | 0.0% | +2.6% | 0.059% | |
11/13/2024 | Elios Financial Group Inc. | 46,731 | $4.75M | 2.2% | N/A | 0.052% | |
11/13/2024 | Bank of Montreal Can | 187,649 | $19.00M | 0.0% | -5.3% | 0.207% | |
11/13/2024 | Brown Brothers Harriman & Co. | 1,026 | $104K | 0.0% | N/A | 0.001% | |
11/13/2024 | Davis R M Inc. | 21,618 | $2.20M | 0.0% | +19.7% | 0.024% | |
11/13/2024 | Fisher Asset Management LLC | 2,801 | $285K | 0.0% | N/A | 0.003% | |
11/12/2024 | Cahill Financial Advisors Inc. | 12,039 | $1.22M | 0.2% | +1.4% | 0.013% | |
11/12/2024 | Crewe Advisors LLC | 311,066 | $31.62M | 3.7% | +0.1% | 0.344% | |
11/12/2024 | Larson Financial Group LLC | 20,078 | $2.04M | 0.1% | -9.4% | 0.022% | |
11/12/2024 | Canopy Partners LLC | 7,947 | $808K | 0.3% | N/A | 0.009% | |
11/12/2024 | Cerity Partners LLC | 214,106 | $21.76M | 0.0% | -5.4% | 0.237% | |
11/12/2024 | Great Valley Advisor Group Inc. | 12,521 | $1.27M | 0.0% | +14.5% | 0.014% | |
11/12/2024 | Smithfield Trust Co | 15,639 | $1.59M | 0.1% | +61.9% | 0.017% | |
11/12/2024 | Massachusetts Financial Services Co. MA | 11,468 | $1.17M | 0.0% | +122.9% | 0.013% | |
11/8/2024 | Citizens Financial Group Inc. RI | 8,373 | $851K | 0.0% | +8.6% | 0.009% | |
11/7/2024 | Caprock Group LLC | 183,222 | $18.63M | 0.7% | -2.3% | 0.203% | |
liberals FOOLED by Elon’s shocking surprise (Ad) Elon Musk and Donald Trump fooled everyone.
They said it was to “save free speech”...
Or “fix what the liberals broke”...
But it turns out that was all just a smokescreen to hide the TRUTH… Click here to discover the real reason Elon Musk became buddy-buddy with Trump. |
11/7/2024 | Pathstone Holdings LLC | 85,248 | $8.67M | 0.0% | -0.5% | 0.094% | |
11/7/2024 | AMG National Trust Bank | 81,903 | $8.33M | 0.2% | -4.1% | 0.091% | |
11/7/2024 | EQ LLC | 74,732 | $7.60M | 3.8% | -0.7% | 0.083% | |
11/7/2024 | Phillips Financial Management LLC | 513 | $52K | 0.0% | N/A | 0.001% | |
11/7/2024 | Westfuller Advisors LLC | 21,444 | $2.18M | 1.6% | N/A | 0.024% | |
11/7/2024 | Essential Planning LLC. | 4,039 | $411K | 0.2% | -3.2% | 0.004% | |
11/6/2024 | Mill Creek Capital Advisors LLC | 168,811 | $17.16M | 0.4% | -3.8% | 0.187% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 2,927 | $298K | 0.0% | -4.7% | 0.003% | |
11/6/2024 | Diversified Portfolios Inc. | 142,260 | $14.46M | 1.6% | -3.0% | 0.157% | |
11/6/2024 | Bell Bank | 13,438 | $1.37M | 0.2% | -2.8% | 0.015% | |
11/6/2024 | Main Street Financial Solutions LLC | 8,911 | $906K | 0.1% | -8.5% | 0.010% | |
11/6/2024 | Arjuna Capital | 33,354 | $3.39M | 0.9% | +60.7% | 0.037% | |
11/6/2024 | Angeles Investment Advisors LLC | 441,396 | $44.87M | 2.3% | +2.0% | 0.488% | |
11/6/2024 | Mengis Capital Management Inc. | 2,724 | $277K | 0.1% | -7.7% | 0.003% | |
11/5/2024 | Haverford Trust Co | 17,292 | $1.76M | 0.0% | -6.8% | 0.019% | |
11/5/2024 | Empower Advisory Group LLC | 9,287 | $944K | 0.0% | +1.2% | 0.010% | |
11/5/2024 | Aptus Capital Advisors LLC | 489 | $50K | 0.0% | +294.4% | 0.001% | |
11/5/2024 | Mascoma Wealth Management LLC | 1,634 | $166K | 0.0% | -10.8% | 0.002% | |
11/5/2024 | Harbour Investments Inc. | 17,870 | $1.82M | 0.1% | +29.5% | 0.020% | |
11/5/2024 | Apollon Wealth Management LLC | 3,613 | $367K | 0.0% | +14.1% | 0.004% | |
11/4/2024 | Addison Advisors LLC | 17,869 | $1.82M | 0.5% | +2.9% | 0.020% | |
11/4/2024 | Marshall Financial Group Inc. ADV | 18,691 | $1.90M | 0.6% | +6.4% | 0.021% | |
11/4/2024 | Proffitt & Goodson Inc. | 12,478 | $1.27M | 0.2% | -4.6% | 0.014% | |
11/4/2024 | Legacy Capital Wealth Partners LLC | 2,843 | $289K | 0.0% | +27.0% | 0.003% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 18,026 | $1.83M | 0.0% | +100.4% | 0.020% | |
11/1/2024 | Fairway Wealth LLC | 471 | $48K | 0.0% | N/A | 0.001% | |
11/1/2024 | Rockbridge Investment Management LCC | 5,997 | $610K | 0.1% | +5.9% | 0.007% | |
10/31/2024 | Keudell Morrison Wealth Management | 2,230 | $227K | 0.1% | N/A | 0.002% | |
10/31/2024 | US Financial Advisors LLC | 13,284 | $1.35M | 0.4% | -17.6% | 0.015% | |
10/31/2024 | Trademark Financial Management LLC | 25,732 | $2.62M | 2.1% | -1.8% | 0.028% | |
10/31/2024 | JNBA Financial Advisors | 6,433 | $654K | 0.1% | -32.9% | 0.007% | |
10/30/2024 | White Lighthouse Investment Management Inc. | 40,640 | $4.13M | 0.7% | +1.8% | 0.045% | |
10/30/2024 | Milestone Investment Advisors LLC | 7,124 | $724K | 0.2% | -13.1% | 0.008% | |
10/30/2024 | PDS Planning Inc | 4,621 | $470K | 0.0% | +7.9% | 0.005% | |
10/29/2024 | BSW Wealth Partners | 64,418 | $6.55M | 1.0% | +0.7% | 0.071% | |
10/29/2024 | Janney Montgomery Scott LLC | 9,178 | $933K | 0.0% | N/A | 0.010% | |
10/29/2024 | New Covenant Trust Company N.A. | 65,876 | $6.67M | 6.5% | -0.2% | 0.073% | |
10/29/2024 | Brooklyn FI LLC | 26,993 | $2.74M | 1.0% | +2.6% | 0.030% | |
10/29/2024 | Farther Finance Advisors LLC | 12,518 | $1.27M | 0.0% | +6.4% | 0.014% | |
10/28/2024 | Human Investing LLC | 130,744 | $13.29M | 2.4% | +3.1% | 0.145% | |
10/28/2024 | Laurel Wealth Planning LLC | 11,415 | $1.16M | 0.8% | -14.6% | 0.013% | |
10/28/2024 | Baron Silver Stevens Financial Advisors LLC | 3,378 | $343K | 0.1% | +3.2% | 0.004% | |
10/25/2024 | Pinnacle Associates Ltd. | 4,673 | $475K | 0.0% | -6.6% | 0.005% | |
10/25/2024 | Lodestar Private Asset Management LLC | 5,059 | $514K | 0.1% | +8.2% | 0.006% | |
10/25/2024 | Better Money Decisions LLC | 4,223 | $429K | 0.3% | -15.0% | 0.005% | |
10/25/2024 | Atmos Advisory LLC | 35,682 | $3.63M | 2.6% | -3.7% | 0.039% | |
10/25/2024 | Integrated Advisors Network LLC | 1,969 | $200K | 0.0% | N/A | 0.002% | |
10/24/2024 | Financial Futures Ltd Liability Co. | 3,983 | $405K | 0.2% | +86.9% | 0.004% | |
10/24/2024 | Concord Wealth Partners | 2,664 | $271K | 0.0% | +13.1% | 0.003% | |
10/24/2024 | Gemmer Asset Management LLC | 127,888 | $13M | 1.3% | +11.7% | 0.141% | |
liberals FOOLED by Elon’s shocking surprise (Ad) Elon Musk and Donald Trump fooled everyone.
They said it was to “save free speech”...
Or “fix what the liberals broke”...
But it turns out that was all just a smokescreen to hide the TRUTH… Click here to discover the real reason Elon Musk became buddy-buddy with Trump. |
10/24/2024 | Platt Investment Counsel LLC | 411,198 | $41.80M | 37.1% | +1.2% | 0.454% | |
10/24/2024 | Modera Wealth Management LLC | 24,812 | $2.52M | 0.0% | +2.3% | 0.027% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 20,648 | $2.10M | 0.0% | -11.0% | 0.023% | |
10/24/2024 | PFG Investments LLC | 18,958 | $1.93M | 0.1% | +18.7% | 0.021% | |
10/24/2024 | Sageworth Trust Co | 32,714 | $3.33M | 0.2% | +5.6% | 0.036% | |
10/23/2024 | Allworth Financial LP | 1,801 | $183K | 0.0% | +54.6% | 0.002% | |
10/23/2024 | Lake Street Advisors Group LLC | 131,345 | $13.35M | 0.6% | +3.7% | 0.145% | |
10/23/2024 | Ballentine Partners LLC | 30,309 | $3.08M | 0.1% | -24.3% | 0.033% | |
10/23/2024 | Schmidt P J Investment Management Inc. | 7,087 | $720K | 0.1% | +4.4% | 0.008% | |
10/23/2024 | Northland Capital Management LLC | 17,503 | $1.78M | 1.0% | +11.1% | 0.019% | |