4/3/2025 | First Hawaiian Bank | 140,920 | $11.63M | 0.7% | -7.7% | 0.107% | |
4/2/2025 | Kera Capital Partners Inc. | 71,363 | $5.89M | 1.8% | N/A | 0.052% | |
4/1/2025 | LBJ Family Wealth Advisors Ltd. | 24,737 | $2.04M | 1.3% | +1.3% | 0.018% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 220,221 | $17.89M | 0.0% | +7.9% | 0.180% | |
3/12/2025 | Centaurus Financial Inc. | 1,690 | $137K | 0.0% | N/A | 0.001% | |
3/7/2025 | Bannerman Wealth Management Group LLC | 3,655 | $297K | 0.2% | N/A | 0.003% | |
2/27/2025 | Carolinas Wealth Consulting LLC | 266,484 | $21.65M | 3.8% | -4.9% | 0.218% | |
2/26/2025 | Capital A Wealth Management LLC | 1,228 | $100K | 0.2% | N/A | 0.001% | |
2/25/2025 | SWAN Capital LLC | 16,051 | $1.30M | 0.6% | N/A | 0.013% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 11,279 | $916K | 0.0% | -10.6% | 0.009% | |
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2/18/2025 | Stonebridge Financial Planning Group LLC | 15,026 | $1.22M | 0.5% | N/A | 0.012% | |
2/17/2025 | Vance Wealth LLC | 106,347 | $8.64M | 3.3% | -1.0% | 0.087% | |
2/17/2025 | Waverly Advisors LLC | 4,309 | $350K | 0.0% | +33.0% | 0.004% | |
2/17/2025 | Wellington Wealth Strategies LLC. | 2,728 | $233K | 0.2% | N/A | 0.002% | |
2/17/2025 | Westwood Holdings Group Inc. | 69,309 | $5.63M | 0.0% | -0.6% | 0.057% | |
2/17/2025 | Sentinus LLC | 7,206 | $585K | 0.2% | N/A | 0.006% | |
2/17/2025 | Silvercrest Asset Management Group LLC | 192,919 | $15.68M | 0.1% | +40.0% | 0.158% | |
2/17/2025 | Royal Bank of Canada | 700,666 | $56.93M | 0.0% | +4.9% | 0.574% | |
2/17/2025 | Pathstone Holdings LLC | 989,435 | $80.39M | 0.4% | +8.9% | 0.810% | |
2/17/2025 | NorthRock Partners LLC | 14,521 | $1.18M | 0.0% | +17.8% | 0.012% | |
2/17/2025 | Minot DeBlois Advisors LLC | 306 | $25K | 0.0% | N/A | 0.000% | |
2/17/2025 | First Manhattan CO. LLC. | 32,004 | $2.60M | 0.0% | -7.7% | 0.026% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 6,372 | $518K | 0.0% | +74.8% | 0.005% | |
2/17/2025 | EP Wealth Advisors LLC | 1,537 | $125K | 0.0% | N/A | 0.001% | |
2/17/2025 | Cresset Asset Management LLC | 2,714 | $221K | 0.0% | -88.5% | 0.002% | |
2/17/2025 | Cetera Investment Advisers | 279,557 | $22.71M | 0.0% | +2.1% | 0.229% | |
2/17/2025 | BOKF NA | 23,239 | $1.87M | 0.0% | +64.3% | 0.019% | |
2/17/2025 | Captrust Financial Advisors | 232,438 | $18.89M | 0.1% | +14.3% | 0.190% | |
2/17/2025 | Cary Street Partners Financial LLC | 211,070 | $17.15M | 0.6% | N/A | 0.173% | |
2/17/2025 | Baird Financial Group Inc. | 5,555 | $451K | 0.0% | -33.8% | 0.005% | |
2/17/2025 | Bank of America Corp DE | 23,515,240 | $1.91B | 0.2% | +17.2% | 19.251% | |
2/17/2025 | Ameriprise Financial Inc. | 993,210 | $80.72M | 0.0% | +1.0% | 0.813% | |
2/17/2025 | Arrowroot Family Office LLC | 117,774 | $9.57M | 5.0% | +8.5% | 0.096% | |
2/17/2025 | Advocacy Wealth Management Services LLC | 3,404 | $277K | 0.0% | -81.7% | 0.003% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 6,270 | $509K | 0.0% | +10.9% | 0.005% | |
2/14/2025 | Comerica Bank | 415,961 | $33.80M | 0.1% | -0.6% | 0.341% | |
2/14/2025 | Lido Advisors LLC | 254,358 | $20.67M | 0.1% | N/A | 0.208% | |
2/14/2025 | Beacon Pointe Advisors LLC | 197,774 | $16.07M | 0.2% | -1.2% | 0.162% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 10,232 | $831K | 0.0% | -2.2% | 0.008% | |
2/14/2025 | Integrated Wealth Concepts LLC | 8,808 | $716K | 0.0% | +103.9% | 0.007% | |
Warning: “DOGE Collapse” imminent (Ad) Elon Strikes Back
You may already sense that the tide is turning against Elon Musk and DOGE. Just this week, President Trump promised to buy a Tesla to help support Musk in the face of a boycott against his company. But according to one research group, with connections to the Pentagon and the U.S. government, Elon's preparing to strike back in a much bigger way in the days ahead. Click here to see what they’re predicting now. |
2/14/2025 | Coppell Advisory Solutions LLC | 590 | $48K | 0.0% | N/A | 0.000% | |
2/14/2025 | Steel Grove Capital Advisors LLC | 10,000 | $812K | 0.1% | N/A | 0.008% | |
2/14/2025 | Hsbc Holdings PLC | 45,627 | $3.71M | 0.0% | +11.4% | 0.037% | |
2/14/2025 | Stifel Financial Corp | 78,399 | $6.37M | 0.0% | +161.1% | 0.064% | |
2/14/2025 | Wealth Dimensions Group Ltd. | 286,451 | $23.27M | 5.7% | +3.9% | 0.235% | |
2/14/2025 | Tower Research Capital LLC TRC | 2,234 | $182K | 0.0% | +2,048.1% | 0.002% | |
2/14/2025 | MESIROW FINANCIAL INVESTMENT MANAGEMENT Fixed Income | 86,807 | $7.05M | 7.2% | -5.2% | 0.071% | |
2/14/2025 | MML Investors Services LLC | 671,165 | $54.53M | 0.2% | +11.9% | 0.549% | |
2/14/2025 | Commerce Bank | 215,974 | $17.55M | 0.1% | +11.3% | 0.177% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 2,772 | $234K | 0.0% | -4.9% | 0.002% | |
2/13/2025 | Tobias Financial Advisors Inc. | 3,833 | $311K | 0.1% | -7.1% | 0.003% | |
2/13/2025 | Zacks Investment Management | 107,181 | $8.71M | 0.1% | N/A | 0.088% | |
2/13/2025 | NewEdge Advisors LLC | 77,365 | $6.29M | 0.0% | +0.6% | 0.063% | |
2/13/2025 | Main Street Financial Solutions LLC | 7,874 | $640K | 0.1% | N/A | 0.006% | |
2/13/2025 | Mariner LLC | 138,209 | $11.23M | 0.0% | +0.2% | 0.113% | |
2/13/2025 | SageView Advisory Group LLC | 2,369,344 | $192.51M | 8.3% | +18.3% | 1.940% | |
2/13/2025 | Legacy Investment Solutions LLC | 575 | $49K | 0.0% | N/A | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 389,762 | $31.67M | 0.1% | +1.4% | 0.319% | |
2/13/2025 | Advisory Services Network LLC | 15,294 | $1.24M | 0.0% | +109.2% | 0.013% | |
2/13/2025 | Bank of Montreal Can | 96,801 | $7.87M | 0.0% | +2.5% | 0.079% | |
2/13/2025 | Cerity Partners LLC | 50,830 | $4.13M | 0.0% | +5.6% | 0.042% | |
2/13/2025 | Envestnet Asset Management Inc. | 2,216,616 | $180.10M | 0.1% | +1.3% | 1.815% | |
2/13/2025 | Wells Fargo & Company MN | 1,220,781 | $99.19M | 0.0% | +22.8% | 0.999% | |
2/12/2025 | Cambridge Associates LLC MA ADV | 591,430 | $48.05M | 1.5% | -7.5% | 0.484% | |
2/12/2025 | World Investment Advisors | 25,502 | $2.07M | 0.1% | +4.1% | 0.021% | |
2/12/2025 | Huntington National Bank | 4,640 | $377K | 0.0% | +13.7% | 0.004% | |
2/12/2025 | Lokken Investment Group LLC | 5,404 | $439K | 0.2% | +2.6% | 0.004% | |
2/12/2025 | Franklin Resources Inc. | 1,262,765 | $102.60M | 0.0% | +3,363.0% | 1.034% | |
2/12/2025 | Hazlett Burt & Watson Inc. | 2,400 | $195K | 0.1% | -36.2% | 0.002% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 2,206 | $179K | 0.0% | +31.0% | 0.002% | |
2/12/2025 | Blair William & Co. IL | 12,664 | $1.03M | 0.0% | +606.3% | 0.010% | |
2/12/2025 | JPMorgan Chase & Co. | 477,351 | $38.79M | 0.0% | +10.5% | 0.391% | |
2/12/2025 | Financial Counselors Inc. | 3,529 | $287K | 0.0% | +46.7% | 0.003% | |
2/11/2025 | TIAA Trust National Association | 3,973,639 | $322.86M | 1.0% | +2.2% | 3.253% | |
2/11/2025 | Congress Wealth Management LLC DE | 315,155 | $25.61M | 0.4% | +0.2% | 0.258% | |
2/11/2025 | LPL Financial LLC | 1,526,119 | $124.00M | 0.1% | +6.4% | 1.249% | |
2/11/2025 | TD Private Client Wealth LLC | 37,098 | $3.01M | 0.1% | +3.4% | 0.030% | |
2/11/2025 | Lee Danner & Bass Inc. | 371 | $30K | 0.0% | N/A | 0.000% | |
2/11/2025 | BluePointe Capital Management LLC | 42,980 | $3.49M | 2.0% | +30.3% | 0.035% | |
2/11/2025 | Condor Capital Management | 384,655 | $31.25M | 2.8% | +0.4% | 0.315% | |
2/10/2025 | Thrivent Financial for Lutherans | 459,091 | $39.16M | 0.1% | +2.2% | 0.376% | |
2/10/2025 | Axxcess Wealth Management LLC | 22,812 | $1.85M | 0.0% | N/A | 0.019% | |
2/10/2025 | Cozad Asset Management Inc. | 15,003 | $1.22M | 0.1% | +11.4% | 0.012% | |
2/10/2025 | Atlanta Consulting Group Advisors LLC | 12,359 | $1.00M | 0.4% | -1.5% | 0.010% | |
2/10/2025 | Harbour Investments Inc. | 2,137 | $174K | 0.0% | -11.7% | 0.002% | |
2/10/2025 | Corient Private Wealth LLC | 30,922 | $2.51M | 0.0% | -5.7% | 0.025% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 46,391 | $3.77M | 0.0% | +2.5% | 0.038% | |
2/10/2025 | CBIZ Investment Advisory Services LLC | 66,787 | $5.43M | 0.3% | -1.6% | 0.055% | |
2/10/2025 | Diversified Enterprises LLC | 66,528 | $5.41M | 0.5% | +61.3% | 0.054% | |
2/10/2025 | Natixis Advisors LLC | 256,165 | $20.81M | 0.0% | +1.0% | 0.210% | |
Warning: “DOGE Collapse” imminent (Ad) Elon Strikes Back
You may already sense that the tide is turning against Elon Musk and DOGE. Just this week, President Trump promised to buy a Tesla to help support Musk in the face of a boycott against his company. But according to one research group, with connections to the Pentagon and the U.S. government, Elon's preparing to strike back in a much bigger way in the days ahead. Click here to see what they’re predicting now. |
2/10/2025 | Commonwealth Equity Services LLC | 1,331,241 | $108.16M | 0.2% | +5.1% | 1.090% | |
2/10/2025 | Balboa Wealth Partners | 6,974 | $567K | 0.1% | N/A | 0.006% | |
2/10/2025 | Avantax Advisory Services Inc. | 20,705 | $1.68M | 0.0% | +72.2% | 0.017% | |
2/10/2025 | EverSource Wealth Advisors LLC | 19,430 | $1.58M | 0.1% | +5.7% | 0.016% | |
2/7/2025 | Sequoia Financial Advisors LLC | 455,837 | $37.04M | 0.4% | +3.5% | 0.373% | |
2/7/2025 | HighTower Advisors LLC | 442,451 | $35.95M | 0.0% | +6.0% | 0.362% | |
2/7/2025 | Avantax Planning Partners Inc. | 49,805 | $4.05M | 0.1% | -0.6% | 0.041% | |
2/7/2025 | Clare Market Investments LLC | 7,570 | $615K | 0.1% | N/A | 0.006% | |
2/7/2025 | Independent Advisor Alliance | 6,529 | $530K | 0.0% | N/A | 0.005% | |
2/7/2025 | Johnson Investment Counsel Inc. | 3,154 | $256K | 0.0% | +20.0% | 0.003% | |