1/17/2025 | Capital Planning Advisors LLC | 13,610 | $4.89M | 0.8% | +9.3% | 0.006% | |
1/17/2025 | Trust Co. of Oklahoma | 1,037 | $372K | 0.1% | -3.2% | 0.000% | |
1/17/2025 | Avior Wealth Management LLC | 253 | $91K | 0.0% | -20.9% | 0.000% | |
1/17/2025 | Endeavor Private Wealth Inc. | 82 | $29K | 0.0% | N/A | 0.000% | |
1/17/2025 | True North Advisors LLC | 731 | $263K | 0.1% | +14.2% | 0.000% | |
1/17/2025 | Wesbanco Bank Inc. | 11,909 | $4.28M | 0.1% | +13.3% | 0.006% | |
1/17/2025 | Janney Montgomery Scott LLC | 10,834 | $3.89M | 0.0% | -6.2% | 0.005% | |
1/17/2025 | SG Americas Securities LLC | 5,239 | $1.88M | 0.0% | -70.7% | 0.002% | |
1/17/2025 | Dakota Wealth Management | 2,662 | $956K | 0.0% | -20.5% | 0.001% | |
1/17/2025 | Nisa Investment Advisors LLC | 135,683 | $48.73M | 0.2% | +146.3% | 0.063% | |
|
1/17/2025 | Genesis Private Wealth LLC | 783 | $281K | 0.2% | N/A | 0.000% | |
1/17/2025 | Simon Quick Advisors LLC | 1,026 | $368K | 0.0% | +4.9% | 0.000% | |
1/17/2025 | Atomi Financial Group Inc. | 1,816 | $652K | 0.0% | +43.4% | 0.001% | |
1/17/2025 | Prairie Sky Financial Group LLC | 2,172 | $780K | 0.5% | -4.9% | 0.001% | |
1/17/2025 | Perpetual Ltd | 1,208 | $434K | 0.0% | -7.9% | 0.001% | |
1/16/2025 | Crossmark Global Holdings Inc. | 7,691 | $2.76M | 0.1% | -23.8% | 0.004% | |
1/16/2025 | Ballentine Partners LLC | 1,898 | $682K | 0.0% | +4.7% | 0.001% | |
1/16/2025 | Pure Financial Advisors LLC | 10,328 | $3.71M | 0.1% | +2.3% | 0.005% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 595 | $214K | 0.0% | +11.0% | 0.000% | |
1/16/2025 | UMB Bank n.a. | 1,820 | $654K | 0.0% | +11.7% | 0.001% | |
1/16/2025 | Diversify Advisory Services LLC | 802 | $280K | 0.0% | N/A | 0.000% | |
1/16/2025 | Diversify Wealth Management LLC | 1,045 | $365K | 0.0% | +13.6% | 0.000% | |
1/16/2025 | Grove Bank & Trust | 167 | $60K | 0.0% | +65.3% | 0.000% | |
1/16/2025 | Artemis Investment Management LLP | 14,437 | $5.19M | 0.1% | -85.3% | 0.007% | |
1/16/2025 | Lbmc Investment Advisors LLC | 20,748 | $7.45M | 0.6% | N/A | 0.010% | |
1/15/2025 | Aaron Wealth Advisors LLC | 1,153 | $414K | 0.0% | +12.5% | 0.001% | |
1/15/2025 | Sandy Cove Advisors LLC | 1,004 | $361K | 0.1% | +3.5% | 0.000% | |
1/15/2025 | HB Wealth Management LLC | 5,313 | $1.91M | 0.0% | +1.3% | 0.002% | |
1/15/2025 | Trust Co. of Vermont | 270 | $97K | 0.0% | -38.4% | 0.000% | |
1/15/2025 | Canoe Financial LP | 58,109 | $20.87M | 0.3% | +9.4% | 0.027% | |
1/15/2025 | Carderock Capital Management Inc. | 18,497 | $6.64M | 1.7% | +5.5% | 0.009% | |
1/15/2025 | Merit Financial Group LLC | 3,439 | $1.24M | 0.0% | +142.7% | 0.002% | |
1/15/2025 | Wedge Capital Management L L P NC | 24,236 | $8.71M | 0.2% | +6.5% | 0.011% | |
1/15/2025 | Boston Common Asset Management LLC | 13,989 | $5.02M | 0.1% | -28.7% | 0.006% | |
1/15/2025 | Salvus Wealth Management LLC | 5,718 | $2.05M | 1.3% | -1.0% | 0.003% | |
1/15/2025 | Legacy Wealth Asset Management LLC | 3,243 | $1.17M | 0.3% | -1.0% | 0.001% | |
1/15/2025 | Gateway Investment Advisers LLC | 93,524 | $33.59M | 0.4% | -0.2% | 0.043% | |
1/14/2025 | Heritage Family Offices LLP | 2,951 | $1.06M | 0.5% | +16.7% | 0.001% | |
1/14/2025 | Websterrogers Financial Advisors LLC | 2,713 | $974K | 0.3% | -3.2% | 0.001% | |
1/14/2025 | Radnor Capital Management LLC | 10,232 | $3.68M | 0.6% | -4.5% | 0.005% | |
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1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 431 | $155K | 0.0% | +31.0% | 0.000% | |
1/14/2025 | Park Avenue Securities LLC | 5,691 | $2.04M | 0.0% | +210.5% | 0.003% | |
1/14/2025 | Assenagon Asset Management S.A. | 161,806 | $58.11M | 0.1% | -70.3% | 0.075% | |
1/14/2025 | Fifth Third Wealth Advisors LLC | 1,914 | $687K | 0.0% | +10.9% | 0.001% | |
1/14/2025 | SeaCrest Wealth Management LLC | 1,394 | $501K | 0.1% | +12.5% | 0.001% | |
1/14/2025 | Accurate Wealth Management LLC | 12,212 | $4.27M | 0.8% | -1.7% | 0.006% | |
1/14/2025 | Crane Advisory LLC | 1,657 | $587K | 0.1% | -1.8% | 0.001% | |
1/14/2025 | Hummer Financial Advisory Services Inc | 1,533 | $551K | 0.4% | -11.5% | 0.001% | |
1/14/2025 | Signal Advisors Wealth LLC | 790 | $284K | 0.0% | +5.5% | 0.000% | |
1/13/2025 | Marcum Wealth LLC | 567 | $204K | 0.0% | N/A | 0.000% | |
1/13/2025 | PFW Advisors LLC | 2,879 | $1.03M | 0.3% | N/A | 0.001% | |
1/13/2025 | Miracle Mile Advisors LLC | 2,299 | $826K | 0.0% | -2.6% | 0.001% | |
1/13/2025 | Kwmg LLC | 18,350 | $6.59M | 0.7% | -3.2% | 0.008% | |
1/13/2025 | Bar Harbor Wealth Management | 1,054 | $379K | 0.0% | -10.3% | 0.000% | |
1/13/2025 | Eastern Bank | 587 | $211K | 0.0% | +373.4% | 0.000% | |
1/13/2025 | Cooper Financial Group | 898 | $323K | 0.0% | -63.1% | 0.000% | |
1/13/2025 | Wedmont Private Capital | 1,867 | $653K | 0.0% | +7.7% | 0.001% | |
1/13/2025 | Thomasville National Bank | 1,222 | $439K | 0.0% | N/A | 0.001% | |
1/13/2025 | Brookstone Capital Management | 917 | $329K | 0.0% | -6.7% | 0.000% | |
1/13/2025 | Fiduciary Alliance LLC | 7,573 | $2.72M | 0.3% | N/A | 0.004% | |
1/13/2025 | Matrix Trust Co | 266 | $96K | 0.0% | +548.8% | 0.000% | |
1/13/2025 | Czech National Bank | 46,891 | $16.84M | 0.2% | +6.0% | 0.022% | |
1/10/2025 | Graypoint LLC | 1,499 | $538K | 0.0% | +7.1% | 0.001% | |
1/10/2025 | Hilltop National Bank | 558 | $200K | 0.1% | +29.8% | 0.000% | |
1/8/2025 | First Hawaiian Bank | 5,481 | $1.97M | 0.1% | -16.5% | 0.003% | |
1/8/2025 | Fulton Bank N.A. | 1,572 | $565K | 0.0% | +14.0% | 0.001% | |
1/7/2025 | Diversified Trust Co | 17,991 | $6.46M | 0.2% | +20.0% | 0.008% | |
1/6/2025 | Canandaigua National Bank & Trust Co. | 3,937 | $1.41M | 0.1% | -3.2% | 0.002% | |
1/6/2025 | CWA Asset Management Group LLC | 1,934 | $695K | 0.0% | +4.5% | 0.001% | |
1/6/2025 | Nordea Investment Management AB | 15,952 | $5.71M | 0.0% | +2.7% | 0.007% | |
1/3/2025 | Dudley & Shanley Inc. | 93,827 | $33.70M | 5.2% | -4.7% | 0.043% | |
1/3/2025 | Everence Capital Management Inc. | 5,370 | $1.93M | 0.1% | +109.8% | 0.002% | |
1/3/2025 | GAMMA Investing LLC | 1,347 | $484K | 0.0% | +53.1% | 0.001% | |
1/3/2025 | Versant Capital Management Inc | 275 | $99K | 0.0% | +47.1% | 0.000% | |
12/19/2024 | Principal Financial Group Inc. | 254,481 | $88.05M | 0.0% | -71.4% | 0.118% | |
12/13/2024 | Lord Abbett & CO. LLC | 229,458 | $79.39M | 0.2% | N/A | 0.106% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 872 | $302K | 0.0% | +24.2% | 0.000% | |
12/6/2024 | Retirement Systems of Alabama | 47,457 | $16.42M | 0.1% | -1.1% | 0.022% | |
11/27/2024 | Franklin Resources Inc. | 57,113 | $20.48M | 0.0% | -1.1% | 0.026% | |
11/25/2024 | Synovus Financial Corp | 13,856 | $4.80M | 0.1% | -2.6% | 0.006% | |
11/25/2024 | Tidal Investments LLC | 11,720 | $4.06M | 0.0% | -8.5% | 0.005% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 5,663 | $1.96M | 0.0% | N/A | 0.003% | |
11/25/2024 | World Investment Advisors LLC | 796 | $275K | 0.0% | N/A | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 19,507 | $6.75M | 0.0% | +14.2% | 0.009% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 10,093 | $3.49M | 0.2% | +11.1% | 0.005% | |
11/21/2024 | Anchor Investment Management LLC | 101 | $35K | 0.0% | +1,162.5% | 0.000% | |
11/21/2024 | SkyView Investment Advisors LLC | 2,821 | $976K | 0.2% | -4.3% | 0.001% | |
11/20/2024 | Virtu Financial LLC | 4,870 | $1.69M | 0.1% | N/A | 0.002% | |
11/20/2024 | Passumpsic Savings Bank | 8,061 | $2.79M | 1.8% | -37.7% | 0.004% | |
11/19/2024 | M&T Bank Corp | 34,590 | $11.97M | 0.0% | -4.8% | 0.016% | |
$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. |
11/18/2024 | TD Private Client Wealth LLC | 2,808 | $972K | 0.0% | +55.2% | 0.001% | |
11/18/2024 | Arete Wealth Advisors LLC | 1,481 | $512K | 0.0% | -6.9% | 0.001% | |
11/18/2024 | Coldstream Capital Management Inc. | 5,656 | $1.97M | 0.0% | +6.2% | 0.003% | |
11/16/2024 | Geode Capital Management LLC | 4,322,177 | $1.49B | 0.1% | +0.9% | 1.999% | |
11/15/2024 | Brophy Wealth Management LLC | 2,205 | $763K | 0.3% | N/A | 0.001% | |
11/15/2024 | Vestcor Inc | 3,731 | $1.29M | 0.0% | -40.1% | 0.002% | |
11/15/2024 | M&T Bank Corp | 34,590 | $11.97M | 0.0% | -4.8% | 0.016% | |
11/15/2024 | LRI Investments LLC | 462 | $174K | 0.0% | +198.1% | 0.000% | |
11/15/2024 | Geller Advisors LLC | 1,562 | $540K | 0.0% | +20.0% | 0.001% | |
11/15/2024 | Public Employees Retirement System of Ohio | 89,908 | $31.11M | 0.1% | -3.1% | 0.042% | |