1/21/2025 | First Citizens Bank & Trust Co. | 3,056 | $359K | 0.0% | N/A | 0.001% | |
1/21/2025 | Jacksonville Wealth Management LLC | 11,211 | $1.32M | 1.2% | N/A | 0.002% | |
1/21/2025 | Juncture Wealth Strategies LLC | 6,639 | $780K | 0.3% | +2.2% | 0.001% | |
1/21/2025 | Linden Thomas Advisory Services LLC | 24,394 | $2.87M | 0.4% | +6.5% | 0.005% | |
1/21/2025 | Geneos Wealth Management Inc. | 35,214 | $4.14M | 0.1% | +16.8% | 0.007% | |
1/21/2025 | Fifth Third Bancorp | 31,534 | $3.71M | 0.0% | +86.6% | 0.006% | |
1/21/2025 | Sachetta LLC | 2,009 | $236K | 0.1% | -9.1% | 0.000% | |
1/21/2025 | Harel Insurance Investments & Financial Services Ltd. | 536 | $63K | 0.0% | N/A | 0.000% | |
1/21/2025 | Exchange Traded Concepts LLC | 301 | $35K | 0.0% | N/A | 0.000% | |
1/21/2025 | Berbice Capital Management LLC | 400 | $47K | 0.0% | N/A | 0.000% | |
|
1/21/2025 | Encompass More Asset Management | 4,008 | $471K | 0.2% | +51.6% | 0.001% | |
1/21/2025 | RFG Advisory LLC | 15,821 | $1.86M | 0.1% | +37.2% | 0.003% | |
1/21/2025 | Cornerstone Wealth Management LLC | 3,999 | $470K | 0.0% | -2.1% | 0.001% | |
1/21/2025 | Brighton Jones LLC | 4,586 | $539K | 0.0% | +3.8% | 0.001% | |
1/17/2025 | Lifestyle Asset Management Inc. | 2,306 | $271K | 0.1% | N/A | 0.000% | |
1/17/2025 | Donoghue Forlines LLC | 15,932 | $1.87M | 0.6% | +214.9% | 0.003% | |
1/17/2025 | Avior Wealth Management LLC | 1,928 | $227K | 0.0% | +428.2% | 0.000% | |
1/17/2025 | Beacon Investment Advisory Services Inc. | 209,755 | $24.65M | 1.1% | +2.7% | 0.042% | |
1/17/2025 | Teamwork Financial Advisors LLC | 12,231 | $1.44M | 0.2% | -5.3% | 0.002% | |
1/17/2025 | Mutual Advisors LLC | 4,632 | $560K | 0.0% | +4.4% | 0.001% | |
1/17/2025 | Riverbridge Partners LLC | 350,704 | $41.22M | 0.6% | -19.5% | 0.071% | |
1/17/2025 | Wesbanco Bank Inc. | 3,530 | $415K | 0.0% | N/A | 0.001% | |
1/17/2025 | Janney Montgomery Scott LLC | 176,543 | $20.75M | 0.1% | +2.5% | 0.036% | |
1/17/2025 | GoalVest Advisory LLC | 642 | $75K | 0.0% | -35.9% | 0.000% | |
1/17/2025 | Park Place Capital Corp | 2,901 | $341K | 0.1% | +2,772.3% | 0.001% | |
1/17/2025 | Albion Financial Group UT | 14,017 | $1.65M | 0.1% | +1.0% | 0.003% | |
1/17/2025 | Dakota Wealth Management | 26,930 | $3.17M | 0.1% | +55.1% | 0.005% | |
1/17/2025 | Simon Quick Advisors LLC | 3,765 | $442K | 0.0% | +6.3% | 0.001% | |
1/17/2025 | Beaumont Financial Advisors LLC | 2,058 | $242K | 0.0% | N/A | 0.000% | |
1/17/2025 | Bourgeon Capital Management LLC | 4,187 | $492K | 0.1% | N/A | 0.001% | |
1/17/2025 | Atomi Financial Group Inc. | 6,053 | $711K | 0.0% | +78.4% | 0.001% | |
1/17/2025 | Alpha Cubed Investments LLC | 4,986 | $586K | 0.0% | +7.9% | 0.001% | |
1/16/2025 | Ballentine Partners LLC | 3,786 | $445K | 0.0% | +7.2% | 0.001% | |
1/16/2025 | CMH Wealth Management LLC | 56,401 | $6.63M | 1.5% | -19.7% | 0.011% | |
1/16/2025 | Koshinski Asset Management Inc. | 2,380 | $280K | 0.0% | +22.4% | 0.000% | |
1/16/2025 | Harbor Investment Advisory LLC | 287 | $34K | 0.0% | +68.8% | 0.000% | |
1/16/2025 | Zhang Financial LLC | 3,479 | $409K | 0.0% | N/A | 0.001% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 1,333 | $157K | 0.0% | -9.7% | 0.000% | |
1/16/2025 | Bridgewater Advisors Inc. | 10,326 | $1.21M | 0.1% | +2.0% | 0.002% | |
1/16/2025 | UMB Bank n.a. | 774 | $91K | 0.0% | +52.1% | 0.000% | |
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1/16/2025 | Donor Advised Charitable Giving Inc. | 2,270 | $267K | 0.0% | -14.3% | 0.000% | |
1/16/2025 | Diversify Advisory Services LLC | 4,150 | $493K | 0.0% | +6.7% | 0.001% | |
1/16/2025 | Grove Bank & Trust | 499 | $59K | 0.0% | +30.6% | 0.000% | |
1/15/2025 | Jackson Square Capital LLC | 7,373 | $867K | 0.2% | -5.2% | 0.001% | |
1/15/2025 | HB Wealth Management LLC | 9,040 | $1.06M | 0.0% | +12.6% | 0.002% | |
1/15/2025 | Trust Co. of Vermont | 6,220 | $731K | 0.0% | +8,785.7% | 0.001% | |
1/15/2025 | Shelton Wealth Management LLC | 13,112 | $1.54M | 0.8% | -7.5% | 0.003% | |
1/15/2025 | Integrated Investment Consultants LLC | 2,522 | $296K | 0.0% | +37.1% | 0.001% | |
1/15/2025 | Arkadios Wealth Advisors | 3,778 | $444K | 0.0% | +37.3% | 0.001% | |
1/15/2025 | Spring Capital Management LLC | 3,250 | $382K | 0.2% | N/A | 0.001% | |
1/15/2025 | Arthur M. Cohen & Associates LLC | 6,435 | $756K | 0.1% | +18.4% | 0.001% | |
1/15/2025 | Merit Financial Group LLC | 6,870 | $807K | 0.0% | +16.8% | 0.001% | |
1/15/2025 | CNB Bank | 5,217 | $613K | 0.3% | -4.9% | 0.001% | |
1/15/2025 | Avanza Fonder AB | 9,506 | $1.12M | 0.0% | N/A | 0.002% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 28,239 | $3.32M | 0.1% | -1.0% | 0.006% | |
1/15/2025 | Procyon Advisors LLC | 5,991 | $704K | 0.0% | -4.5% | 0.001% | |
1/15/2025 | Goldstone Financial Group LLC | 2,068 | $243K | 0.0% | -11.8% | 0.000% | |
1/15/2025 | Empirical Asset Management LLC | 27,855 | $3.27M | 0.1% | N/A | 0.006% | |
1/15/2025 | Bouvel Investment Partners LLC | 33,551 | $3.94M | 1.4% | +2.0% | 0.007% | |
1/15/2025 | Congress Park Capital LLC | 36,556 | $4.30M | 1.6% | -12.2% | 0.007% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 2,898 | $341K | 0.0% | +32.2% | 0.001% | |
1/14/2025 | RMR Wealth Builders | 10,613 | $1.25M | 0.1% | +0.8% | 0.002% | |
1/14/2025 | Connective Portfolio Management LLC | 5,000 | $588K | 0.9% | N/A | 0.001% | |
1/14/2025 | USA Financial Formulas | 9,983 | $1.17M | 0.2% | -26.6% | 0.002% | |
1/14/2025 | Armstrong Advisory Group Inc. | 894 | $105K | 0.0% | -8.8% | 0.000% | |
1/14/2025 | CHURCHILL MANAGEMENT Corp | 28,904 | $3.40M | 0.0% | -3.1% | 0.006% | |
1/14/2025 | Burney Co. | 9,668 | $1.14M | 0.0% | -7.9% | 0.002% | |
1/14/2025 | Park Avenue Securities LLC | 39,519 | $4.65M | 0.0% | +15.8% | 0.008% | |
1/14/2025 | Kathmere Capital Management LLC | 2,324 | $273K | 0.0% | +13.5% | 0.000% | |
1/14/2025 | Assenagon Asset Management S.A. | 70,237 | $8.26M | 0.0% | +276.9% | 0.014% | |
1/14/2025 | Oak Thistle LLC | 12,671 | $1.49M | 0.4% | N/A | 0.003% | |
1/14/2025 | SeaCrest Wealth Management LLC | 7,313 | $859K | 0.1% | -6.0% | 0.001% | |
1/13/2025 | Leibman Financial Services Inc. | 26,393 | $3.10M | 2.3% | -10.4% | 0.005% | |
1/13/2025 | Grandview Asset Management LLC | 5,199 | $611K | 0.2% | +15.0% | 0.001% | |
1/13/2025 | PSI Advisors LLC | 440 | $52K | 0.0% | -42.9% | 0.000% | |
1/13/2025 | Parisi Gray Wealth Management | 4,534 | $533K | 0.2% | +2.2% | 0.001% | |
1/13/2025 | Moody National Bank Trust Division | 8,382 | $985K | 0.1% | N/A | 0.002% | |
1/13/2025 | Wedmont Private Capital | 3,781 | $449K | 0.0% | +3.9% | 0.001% | |
1/13/2025 | Salem Investment Counselors Inc. | 815 | $96K | 0.0% | -19.7% | 0.000% | |
1/13/2025 | Kieckhefer Group LLC | 10,525 | $1.24M | 0.7% | N/A | 0.002% | |
1/13/2025 | Capital Investment Advisors LLC | 1,824 | $214K | 0.0% | N/A | 0.000% | |
1/13/2025 | Brookstone Capital Management | 4,285 | $504K | 0.0% | -7.5% | 0.001% | |
1/13/2025 | Winthrop Advisory Group LLC | 1,703 | $200K | 0.0% | N/A | 0.000% | |
1/10/2025 | West Oak Capital LLC | 34,572 | $4.06M | 1.2% | +45,996.0% | 0.007% | |
1/10/2025 | RMR Wealth Builders | 10,613 | $1.25M | 0.1% | +0.8% | 0.002% | |
1/10/2025 | HBW Advisory Services LLC | 2,165 | $254K | 0.0% | -7.1% | 0.000% | |
1/10/2025 | Harbor Capital Advisors Inc. | 4,794 | $563K | 0.0% | +2.6% | 0.001% | |
1/10/2025 | Watts Gwilliam & Co. LLC | 31,259 | $3.80M | 0.8% | +3.3% | 0.006% | |
1/10/2025 | Hudson Valley Investment Advisors Inc. ADV | 2,000 | $235K | 0.0% | N/A | 0.000% | |
1/8/2025 | First Hawaiian Bank | 33,955 | $3.99M | 0.1% | +43.1% | 0.007% | |
$2 Trillion Disappears Because of Fed's Secretive New Move (Ad) $2 trillion has disappeared from the US government's books.
The reason why is a new, secretive move being carried out by the Fed that has nothing to do with lowering or raising interest rates... but could soon have an enormous impact on your wealth. Click here to see his new research now. |
1/8/2025 | Fulton Bank N.A. | 18,986 | $2.23M | 0.1% | +0.8% | 0.004% | |
1/8/2025 | International Assets Investment Management LLC | 14,051 | $1.65M | 0.1% | -99.1% | 0.003% | |
1/7/2025 | Westwind Capital | 133,091 | $15.64M | 3.4% | N/A | 0.027% | |
1/6/2025 | Ables Iannone Moore & Associates Inc. | 82,013 | $9.64M | 5.9% | -1.0% | 0.017% | |
1/6/2025 | Nordea Investment Management AB | 1,347,318 | $159.13M | 0.2% | +36.2% | 0.273% | |
1/3/2025 | Central Pacific Bank Trust Division | 5,800 | $682K | 0.1% | -8.5% | 0.001% | |
1/3/2025 | Everence Capital Management Inc. | 11,300 | $1.33M | 0.1% | N/A | 0.002% | |
1/3/2025 | GAMMA Investing LLC | 2,313 | $272K | 0.0% | +9.3% | 0.000% | |
1/3/2025 | Versant Capital Management Inc | 698 | $82K | 0.0% | +94.4% | 0.000% | |
12/19/2024 | Independent Solutions Wealth Management LLC | 64,358 | $7.06M | 1.6% | +21.0% | 0.013% | |