3/27/2025 | Milestone Asset Management Group LLC | 20,663 | $1.27M | 1.1% | N/A | 0.023% | |
3/24/2025 | Avant Financial Advisors LLC | 17,061 | $1.05M | 1.0% | N/A | 0.019% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 4,890,241 | $300.11M | 0.6% | +7.4% | 5.440% | |
3/17/2025 | NorthCrest Asset Manangement LLC | 10,404 | $638K | 0.0% | +56.1% | 0.012% | |
3/7/2025 | Bannerman Wealth Management Group LLC | 8,873 | $545K | 0.5% | N/A | 0.010% | |
3/6/2025 | Arcadia Wealth Management Inc. | 39,315 | $2.41M | 2.1% | N/A | 0.045% | |
2/28/2025 | Park Square Financial Group LLC | 1,247 | $77K | 0.1% | N/A | 0.001% | |
2/25/2025 | Armis Advisers LLC | 29,353 | $1.80M | 0.2% | N/A | 0.042% | |
2/19/2025 | ARQ Wealth Advisors LLC | 125,860 | $7.72M | 2.9% | -17.2% | 0.182% | |
2/19/2025 | WCG Wealth Advisors LLC | 295,474 | $18.13M | 1.2% | +8.0% | 0.427% | |
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2/18/2025 | GTS Securities LLC | 22,462 | $1.38M | 0.1% | N/A | 0.032% | |
2/18/2025 | Vise Technologies Inc. | 23,098 | $1.42M | 0.1% | +365.9% | 0.033% | |
2/18/2025 | Orion Capital Management LLC | 37,209 | $2.28M | 1.0% | +2.1% | 0.054% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 224,893 | $13.80M | 0.2% | +41.2% | 0.325% | |
2/17/2025 | Visionary Wealth Advisors | 112,483 | $6.90M | 0.4% | +1.4% | 0.163% | |
2/17/2025 | Trace Wealth Advisors LLC | 113,926 | $6.99M | 6.3% | N/A | 0.165% | |
2/17/2025 | True Wealth Design LLC | 66,692 | $4.09M | 1.6% | +25.4% | 0.096% | |
2/17/2025 | Quantinno Capital Management LP | 5,736 | $352K | 0.0% | +47.9% | 0.008% | |
2/17/2025 | KKM Financial LLC | 7,757 | $476K | 0.2% | +10.2% | 0.011% | |
2/17/2025 | Focus Partners Wealth | 138,884 | $8.52M | 0.0% | +13.0% | 0.201% | |
2/17/2025 | Evensky & Katz LLC | 104,865 | $6.44M | 0.4% | +64.8% | 0.152% | |
2/17/2025 | EP Wealth Advisors LLC | 1,798 | $110K | 0.0% | N/A | 0.003% | |
2/17/2025 | CoreCap Advisors LLC | 28,347 | $1.74M | 0.1% | +1,109.3% | 0.041% | |
2/17/2025 | Cresset Asset Management LLC | 434,421 | $26.66M | 0.1% | +0.2% | 0.628% | |
2/17/2025 | Cetera Investment Advisers | 3,276 | $201K | 0.0% | -53.0% | 0.005% | |
2/17/2025 | Cardiff Park Advisors LLC | 343,703 | $21.09M | 2.0% | +4.4% | 0.497% | |
2/17/2025 | Baird Financial Group Inc. | 5,161 | $317K | 0.0% | +32.1% | 0.007% | |
2/17/2025 | Bank of America Corp DE | 1,337,513 | $82.08M | 0.0% | +98.6% | 1.933% | |
2/17/2025 | Ameriprise Financial Inc. | 548,515 | $33.67M | 0.0% | +16.6% | 0.793% | |
2/17/2025 | Accredited Wealth Management LLC | 35,729 | $2.19M | 1.9% | N/A | 0.052% | |
2/17/2025 | Adapt Wealth Advisors LLC | 7,472 | $459K | 0.2% | N/A | 0.011% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 606,115 | $37.20M | 0.1% | N/A | 0.876% | |
2/14/2025 | FAS Wealth Partners Inc. | 178,531 | $10.96M | 0.9% | +8.3% | 0.258% | |
2/14/2025 | Jane Street Group LLC | 148,500 | $9.11M | 0.0% | N/A | 0.215% | |
2/14/2025 | Comerica Bank | 31,412 | $1.93M | 0.0% | +5.6% | 0.045% | |
2/14/2025 | Northern Trust Corp | 5,244 | $322K | 0.0% | -14.5% | 0.008% | |
2/14/2025 | Parkshore Wealth Management Inc. | 4,949 | $304K | 0.2% | N/A | 0.007% | |
2/14/2025 | Betterment LLC | 15,520 | $952K | 0.0% | +49.4% | 0.022% | |
2/14/2025 | Oak Wealth Advisors LLC | 260,539 | $15.99M | 12.3% | N/A | 0.377% | |
2/14/2025 | Integrated Wealth Concepts LLC | 4,486 | $275K | 0.0% | N/A | 0.006% | |
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2/14/2025 | OneDigital Investment Advisors LLC | 807,388 | $49.55M | 0.6% | +28.4% | 1.167% | |
2/14/2025 | MML Investors Services LLC | 181,537 | $11.14M | 0.0% | +3.7% | 0.262% | |
2/14/2025 | First Trust Advisors LP | 14,984 | $920K | 0.0% | N/A | 0.022% | |
2/14/2025 | Holcombe Financial Inc. | 90,305 | $5.54M | 4.6% | N/A | 0.130% | |
2/13/2025 | NewEdge Advisors LLC | 83,453 | $5.12M | 0.0% | +105.1% | 0.121% | |
2/13/2025 | CreativeOne Wealth LLC | 6,575 | $403K | 0.0% | -16.0% | 0.010% | |
2/13/2025 | Mariner LLC | 51,265 | $3.15M | 0.0% | -1.1% | 0.074% | |
2/13/2025 | SageView Advisory Group LLC | 18,762 | $1.15M | 0.0% | -2.9% | 0.027% | |
2/13/2025 | Savvy Advisors Inc. | 3,503 | $215K | 0.0% | -9.2% | 0.005% | |
2/13/2025 | Townsquare Capital LLC | 20,845 | $1.28M | 0.0% | N/A | 0.030% | |
2/13/2025 | Keyes Stange & Wooten Wealth Management LLC | 5,884 | $361K | 0.2% | N/A | 0.009% | |
2/13/2025 | Rockefeller Capital Management L.P. | 234,405 | $14.39M | 0.0% | +20.8% | 0.339% | |
2/13/2025 | Family Office Research LLC | 47,261 | $2.90M | 1.3% | N/A | 0.068% | |
2/13/2025 | EnRich Financial Partners LLC | 2,847 | $175K | 0.1% | +11.2% | 0.004% | |
2/13/2025 | Redwood Park Advisors LLC | 1,300 | $80K | 0.1% | N/A | 0.002% | |
2/13/2025 | Kelman Lazarov Inc. | 74,079 | $4.55M | 0.8% | +1.1% | 0.107% | |
2/13/2025 | Raymond James Financial Inc. | 281,745 | $17.29M | 0.0% | N/A | 0.407% | |
2/13/2025 | Advisory Services Network LLC | 10,292 | $632K | 0.0% | +7.3% | 0.015% | |
2/13/2025 | Cerity Partners LLC | 670,740 | $41.16M | 0.1% | N/A | 0.969% | |
2/13/2025 | Envestnet Asset Management Inc. | 1,482,514 | $90.98M | 0.0% | +32.3% | 2.142% | |
2/13/2025 | Annandale Capital LLC | 105,392 | $6.47M | 1.0% | +0.4% | 0.152% | |
2/13/2025 | Wells Fargo & Company MN | 504,735 | $30.98M | 0.0% | +16.2% | 0.729% | |
2/12/2025 | World Investment Advisors | 172,105 | $10.56M | 0.3% | +12.9% | 0.249% | |
2/12/2025 | Grand Wealth Management LLC | 268,587 | $16.48M | 9.2% | +15.1% | 0.388% | |
2/12/2025 | Milestone Investment Advisors LLC | 73,790 | $4.53M | 1.2% | N/A | 0.107% | |
2/12/2025 | Disciplina Capital Management LLC | 119,686 | $7.35M | 1.2% | -1.7% | 0.173% | |
2/12/2025 | Nemes Rush Group LLC | 625 | $38K | 0.0% | N/A | 0.001% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 1,870 | $115K | 0.0% | -11.3% | 0.003% | |
2/12/2025 | CIBC Private Wealth Group LLC | 495 | $31K | 0.0% | N/A | 0.001% | |
2/12/2025 | ARK & TLK Investments LLC | 26,131 | $1.60M | 0.6% | +28.1% | 0.038% | |
2/12/2025 | Life Planning Partners Inc | 15,181 | $932K | 0.1% | +4.0% | 0.022% | |
2/12/2025 | Tucker Asset Management LLC | 964 | $59K | 0.0% | N/A | 0.001% | |
2/12/2025 | Michael A. Dubis Financial Planning LLC | 3,470 | $213K | 0.2% | N/A | 0.005% | |
2/12/2025 | Slagle Financial LLC | 10,660 | $654K | 0.3% | -2.3% | 0.015% | |
2/12/2025 | Riverchase Wealth Management LLC | 7,108 | $436K | 0.3% | N/A | 0.010% | |
2/12/2025 | Orion Portfolio Solutions LLC | 57,649 | $3.54M | 0.0% | -8.7% | 0.083% | |
2/12/2025 | Broadway Wealth Solutions Inc. | 159,081 | $9.76M | 7.4% | N/A | 0.230% | |
2/12/2025 | JPMorgan Chase & Co. | 104,368 | $6.41M | 0.0% | +8.1% | 0.151% | |
2/12/2025 | Hardin Capital Partners LLC | 9,059 | $556K | 0.3% | +12.2% | 0.013% | |
2/12/2025 | Ausdal Financial Partners Inc. | 13,861 | $851K | 0.1% | -8.1% | 0.020% | |
2/12/2025 | Financial Engines Advisors L.L.C. | 36,905 | $2.27M | 0.0% | +62.4% | 0.053% | |
2/12/2025 | Aire Advisors LLC | 37,234 | $2.29M | 0.5% | +60.2% | 0.054% | |
2/12/2025 | Ariadne Wealth Management LP | 90,859 | $5.88M | 2.7% | +9.3% | 0.131% | |
2/11/2025 | Signature Estate & Investment Advisors LLC | 55,931 | $3.43M | 0.1% | -26.1% | 0.081% | |
2/11/2025 | WorthPointe LLC | 161,895 | $9.94M | 4.0% | +7.9% | 0.234% | |
2/11/2025 | Prospect Financial Group LLC | 37,601 | $2.31M | 2.8% | N/A | 0.054% | |
2/11/2025 | Modern Wealth Management LLC | 5,797 | $375K | 0.0% | N/A | 0.008% | |
2/11/2025 | Clune & Associates LTD. | 27,427 | $1.68M | 0.6% | N/A | 0.040% | |
2/11/2025 | LPL Financial LLC | 1,535,215 | $94.22M | 0.0% | +13.1% | 2.219% | |
2/11/2025 | American Century Companies Inc. | 2,219,381 | $136.20M | 0.1% | +30.4% | 3.207% | |
Trump’s Final Plan (Ad) Presidential insider exposes shocking plot to reshape U.S. economy:
The 2025 Trump Reset -- Inside Trump’s secret plan to trigger the greatest transfer of wealth since FDR and LBJ – trillions of dollars could be redistributed. Click here for the full story. |
2/11/2025 | Plancorp LLC | 904,834 | $55.53M | 2.3% | +0.3% | 1.308% | |
2/11/2025 | 1620 Investment Advisors Inc. | 1,931 | $119K | 0.1% | N/A | 0.003% | |
2/11/2025 | Truepoint Inc. | 18,777 | $1.15M | 0.0% | +19.7% | 0.027% | |
2/11/2025 | HUB Investment Partners LLC | 333,186 | $20.45M | 0.9% | -10.8% | 0.481% | |
2/11/2025 | Symmetry Partners LLC | 85,447 | $5.24M | 0.7% | N/A | 0.123% | |
2/11/2025 | L.K. Benson & Company P.C. | 31,667 | $1.94M | 1.4% | N/A | 0.046% | |
2/10/2025 | Axxcess Wealth Management LLC | 20,070 | $1.23M | 0.0% | +10.5% | 0.029% | |
2/10/2025 | Cozad Asset Management Inc. | 4,278 | $263K | 0.0% | N/A | 0.006% | |
2/10/2025 | Curio Wealth LLC | 183,192 | $11.24M | 6.0% | N/A | 0.265% | |
2/10/2025 | Clearwater Capital Advisors LLC | 34,066 | $2.09M | 0.2% | N/A | 0.049% | |