1/17/2025 | Yeomans Consulting Group Inc. | 34,497 | $1.67M | 0.6% | +2.2% | 0.014% | |
1/17/2025 | Secure Asset Management LLC | 165,109 | $8.00M | 1.2% | +3.7% | 0.067% | |
1/17/2025 | Baron Silver Stevens Financial Advisors LLC | 45,799 | $2.22M | 0.4% | +2.2% | 0.019% | |
1/17/2025 | Mutual Advisors LLC | 27,950 | $1.36M | 0.0% | +18.2% | 0.011% | |
1/17/2025 | Independent Wealth Network Inc. | 18,403 | $891K | 0.4% | +6.3% | 0.007% | |
1/17/2025 | Janney Montgomery Scott LLC | 45,988 | $2.23M | 0.0% | +28.0% | 0.019% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 64,126 | $3.11M | 0.0% | -6.3% | 0.026% | |
1/17/2025 | Kraft Asset Management LLC | 28,209 | $1.37M | 1.1% | +47.5% | 0.011% | |
1/17/2025 | Magnus Financial Group LLC | 141,216 | $6.84M | 0.7% | -0.9% | 0.057% | |
1/17/2025 | Advisory Alpha LLC | 51,543 | $2.50M | 0.1% | +18.3% | 0.021% | |
|
1/17/2025 | Dakota Wealth Management | 9,301 | $450K | 0.0% | -3.6% | 0.004% | |
1/17/2025 | Nisa Investment Advisors LLC | 30,900 | $1.50M | 0.0% | -11.5% | 0.012% | |
1/17/2025 | Capstone Wealth Management LLC | 12,726 | $616K | 0.6% | N/A | 0.005% | |
1/17/2025 | Perfromance Wealth Partners LLC | 47,422 | $2.30M | 0.1% | +0.8% | 0.019% | |
1/17/2025 | Farrell Financial LLC | 47,198 | $2.29M | 1.6% | +5.6% | 0.019% | |
1/17/2025 | Atomi Financial Group Inc. | 24,517 | $1.19M | 0.1% | +21.9% | 0.010% | |
1/17/2025 | Chesley Taft & Associates LLC | 46,949 | $2.27M | 0.1% | +14.7% | 0.019% | |
1/17/2025 | Prosperity Planning Inc. | 280,736 | $13.59M | 4.4% | +4.6% | 0.113% | |
1/16/2025 | Lam Group Inc. | 5,517 | $267K | 0.2% | -18.9% | 0.002% | |
1/16/2025 | Seven Post Investment Office LP | 69,097 | $3.35M | 1.3% | -8.2% | 0.028% | |
1/16/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 492,523 | $23.85M | 5.5% | +2.3% | 0.199% | |
1/16/2025 | Breakwater Investment Management | 28,036 | $1.36M | 0.6% | -6.9% | 0.011% | |
1/16/2025 | Colorado Capital Management Inc. | 172,450 | $8.35M | 4.0% | +3.9% | 0.070% | |
1/16/2025 | Meritas Wealth Management LLC | 99,981 | $4.84M | 2.9% | +3.8% | 0.040% | |
1/16/2025 | Maltin Wealth Management Inc. | 24,311 | $1.18M | 0.6% | +4.5% | 0.010% | |
1/16/2025 | True Link Financial Advisors LLC | 796,600 | $38.57M | 3.2% | +4.0% | 0.322% | |
1/16/2025 | Diversify Wealth Management LLC | 83,685 | $4.06M | 0.3% | -6.7% | 0.034% | |
1/16/2025 | Successful Portfolios LLC | 23,109 | $1.12M | 0.7% | -2.2% | 0.009% | |
1/16/2025 | Evanson Asset Management LLC | 17,579 | $851K | 0.1% | +74.0% | 0.007% | |
1/16/2025 | Brady Martz Wealth Solutions LLC | 52,351 | $2.54M | 0.6% | N/A | 0.021% | |
1/15/2025 | Monarch Capital Management Inc. | 53,921 | $2.61M | 0.7% | -0.4% | 0.022% | |
1/15/2025 | Veery Capital LLC | 44,146 | $2.14M | 0.8% | -2.1% | 0.018% | |
1/15/2025 | Ameritas Advisory Services LLC | 32,619 | $1.58M | 0.1% | +3.8% | 0.013% | |
1/15/2025 | Trust Co. of Vermont | 275,249 | $13.33M | 0.6% | +14.2% | 0.111% | |
1/15/2025 | CGN Advisors LLC | 37,099 | $1.80M | 0.2% | -3.0% | 0.015% | |
1/15/2025 | Alhambra Investment Management LLC | 4,992 | $242K | 0.1% | +15.2% | 0.002% | |
1/15/2025 | Arkadios Wealth Advisors | 10,643 | $515K | 0.0% | +84.6% | 0.004% | |
1/15/2025 | Cranbrook Wealth Management LLC | 53,793 | $2.61M | 0.6% | +12.9% | 0.022% | |
1/15/2025 | Merit Financial Group LLC | 4,337 | $210K | 0.0% | N/A | 0.002% | |
1/15/2025 | Chemistry Wealth Management LLC | 264,871 | $12.83M | 3.0% | +9.8% | 0.107% | |
Grab This Altcoin Before Trump's Crypto Announcement (Ad) The #1 Coin Poised to Soar Under Trump
Pro-Crypto White House could make this the investment opportunity of a lifetime!
Click HERE to access this free report before it's too late |
1/15/2025 | Wealthcare Advisory Partners LLC | 68,201 | $3.30M | 0.1% | -0.4% | 0.028% | |
1/15/2025 | Total Wealth Planning LLC | 68,150 | $3.30M | 0.5% | +0.8% | 0.028% | |
1/15/2025 | Family Wealth Partners LLC | 108,540 | $5.26M | 2.5% | +15.3% | 0.044% | |
1/15/2025 | Certified Advisory Corp | 98,824 | $4.79M | 0.5% | -2.8% | 0.040% | |
1/15/2025 | Ritholtz Wealth Management | 68,609 | $3.32M | 0.1% | -5.6% | 0.028% | |
1/14/2025 | Lakewood Asset Management LLC | 31,805 | $1.54M | 1.1% | +9.7% | 0.013% | |
1/14/2025 | SignalPoint Asset Management LLC | 10,648 | $516K | 0.1% | -39.6% | 0.004% | |
1/14/2025 | Flywheel Private Wealth LLC | 7,743 | $375K | 0.3% | N/A | 0.003% | |
1/14/2025 | Sagace Wealth Management LLC | 11,415 | $553K | 0.4% | -29.2% | 0.005% | |
1/14/2025 | Surience Private Wealth LLC | 56,598 | $2.74M | 3.5% | N/A | 0.023% | |
1/14/2025 | Pinnacle Bancorp Inc. | 6,774 | $328K | 0.1% | +5.4% | 0.003% | |
1/14/2025 | Roble Belko & Company Inc | 198,548 | $9.61M | 1.5% | +1.7% | 0.080% | |
1/14/2025 | Armstrong Advisory Group Inc. | 694 | $34K | 0.0% | -65.0% | 0.000% | |
1/14/2025 | Roth Financial Partners LLC | 4,210 | $204K | 0.1% | -6.5% | 0.002% | |
1/14/2025 | Apella Capital LLC | 485,112 | $23.49M | 0.9% | +26.1% | 0.196% | |
1/14/2025 | Radnor Capital Management LLC | 4,500 | $218K | 0.0% | -50.0% | 0.002% | |
1/14/2025 | Laurel Wealth Advisors LLC | 13,960 | $676K | 0.1% | -2.8% | 0.006% | |
1/14/2025 | Park Avenue Securities LLC | 28,982 | $1.40M | 0.0% | +10.4% | 0.012% | |
1/14/2025 | Define Financial LLC | 383,504 | $18.57M | 14.0% | N/A | 0.155% | |
1/14/2025 | Sovereign Financial Group Inc. | 141,239 | $6.84M | 1.6% | +4.8% | 0.057% | |
1/14/2025 | Lpwm LLC | 249,187 | $12.07M | 3.9% | +15.3% | 0.101% | |
1/14/2025 | Sharper & Granite LLC | 48,448 | $2.35M | 1.0% | +12.0% | 0.020% | |
1/14/2025 | Seed Wealth Management Inc. | 48,262 | $2.34M | 1.9% | +5.5% | 0.019% | |
1/14/2025 | Breakwater Capital Group | 86,330 | $4.18M | 0.8% | +13.0% | 0.035% | |
1/14/2025 | Graves Light Lenhart Wealth Inc. | 143,621 | $6.95M | 0.9% | +2.2% | 0.058% | |
1/14/2025 | Signal Advisors Wealth LLC | 14,991 | $726K | 0.1% | +35.2% | 0.006% | |
1/14/2025 | Hart & Patterson Financial Group LLC | 177,157 | $8.58M | 4.2% | +2.3% | 0.072% | |
1/14/2025 | Shotwell Rutter Baer Inc | 87,845 | $4.26M | 3.6% | +3.1% | 0.035% | |
1/14/2025 | Shira Ridge Wealth Management | 4,446 | $215K | 0.1% | -80.7% | 0.002% | |
1/13/2025 | BCS Wealth Management | 7,231 | $350K | 0.1% | N/A | 0.003% | |
1/13/2025 | AdvisorNet Financial Inc | 21,248 | $1.03M | 0.1% | +5.1% | 0.009% | |
1/13/2025 | Signet Financial Management LLC | 230,911 | $11.18M | 1.4% | +2.1% | 0.093% | |
1/13/2025 | Atmos Advisory LLC | 236,448 | $11.45M | 8.0% | +3.6% | 0.096% | |
1/13/2025 | Pallas Capital Advisors LLC | 16,419 | $795K | 0.0% | -7.0% | 0.007% | |
1/13/2025 | Miracle Mile Advisors LLC | 14,164 | $686K | 0.0% | +75.6% | 0.006% | |
1/13/2025 | Conrad Siegel Investment Advisors Inc. | 71,975 | $3.49M | 0.9% | +1.4% | 0.029% | |
1/13/2025 | Emprise Bank | 236,606 | $11.46M | 6.5% | +11.2% | 0.096% | |
1/13/2025 | Brookstone Capital Management | 11,268 | $546K | 0.0% | +15.3% | 0.005% | |
1/10/2025 | Graypoint LLC | 29,501 | $1.43M | 0.1% | +23.8% | 0.012% | |
1/10/2025 | Tilia Fiduciary Partners Inc. | 15,624 | $757K | 0.5% | +22.2% | 0.006% | |
1/10/2025 | Hilltop National Bank | 4,224 | $205K | 0.1% | +14.8% | 0.002% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 97,846 | $4.83M | 0.0% | -8.9% | 0.040% | |
1/10/2025 | Marotta Asset Management | 639,385 | $30.98M | 6.5% | -1.2% | 0.258% | |
1/8/2025 | First Hawaiian Bank | 125,248 | $6.07M | 0.2% | -14.1% | 0.051% | |
1/8/2025 | Fulton Bank N.A. | 86,206 | $4.17M | 0.2% | +25.8% | 0.036% | |
1/7/2025 | FC Advisory LLC | 21,573 | $1.05M | 0.4% | +1.0% | 0.009% | |
1/7/2025 | Moller Wealth Partners | 603,198 | $29.21M | 7.7% | +3.5% | 0.249% | |
1/6/2025 | ShankerValleau Wealth Advisors Inc. | 154,272 | $7.47M | 2.4% | N/A | 0.064% | |
1/2/2025 | Peirce Capital Management LLC | 129,428 | $6.27M | 3.2% | +4.0% | 0.054% | |
12/26/2024 | JPMorgan Chase & Co. | 19,285,524 | $950.97M | 0.1% | +2,586.5% | 8.053% | |
Grab This Altcoin Before Trump's Crypto Announcement (Ad) The #1 Coin Poised to Soar Under Trump
Pro-Crypto White House could make this the investment opportunity of a lifetime!
Click HERE to access this free report before it's too late |
12/2/2024 | Beaird Harris Wealth Management LLC | 829,871 | $40.92M | 3.6% | +3.3% | 0.347% | |
11/29/2024 | American Trust | 48,340 | $2.38M | 0.2% | -27.0% | 0.020% | |
11/27/2024 | Franklin Resources Inc. | 396,057 | $19.38M | 0.0% | -62.8% | 0.165% | |
11/25/2024 | Synovus Financial Corp | 26,033 | $1.28M | 0.0% | +68.3% | 0.011% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 5,372 | $265K | 0.0% | N/A | 0.002% | |
11/25/2024 | World Investment Advisors LLC | 5,729 | $283K | 0.0% | -69.9% | 0.002% | |
11/25/2024 | Sanctuary Advisors LLC | 38,185 | $1.87M | 0.0% | -6.5% | 0.016% | |
11/21/2024 | Anchor Investment Management LLC | 2,253 | $111K | 0.0% | -19.1% | 0.001% | |
11/18/2024 | Rehmann Capital Advisory Group | 116,583 | $5.75M | 0.4% | +17.4% | 0.049% | |
11/18/2024 | TD Private Client Wealth LLC | 27,278 | $1.35M | 0.0% | -19.0% | 0.011% | |