11/15/2024 | Abel Hall LLC | 51,630 | $1.47M | 1.0% | -3.0% | 0.229% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 70,754 | $2.01M | 0.7% | +6.5% | 0.314% | |
11/15/2024 | Jane Street Group LLC | 210,749 | $6.00M | 0.0% | -45.0% | 0.937% | |
11/15/2024 | HighTower Advisors LLC | 988,144 | $28.12M | 0.0% | +3,462.5% | 4.392% | |
11/15/2024 | True Wealth Design LLC | 786,462 | $22.38M | 8.7% | +2.5% | 3.495% | |
11/14/2024 | NCM Capital Management LLC | 10,400 | $296K | 0.1% | N/A | 0.046% | |
|
11/14/2024 | Flow Traders U.S. LLC | 24,835 | $707K | 0.0% | -77.3% | 0.110% | |
11/13/2024 | Freedom Investment Management Inc. | 431,524 | $12.28M | 1.0% | +2.7% | 1.918% | |
11/13/2024 | Gentry Private Wealth LLC | 14,890 | $424K | 0.3% | +3.0% | 0.066% | |
11/12/2024 | Alesco Advisors LLC | 236,698 | $6.74M | 0.2% | +20.6% | 1.052% | |
11/12/2024 | Nwam LLC | 7,296 | $208K | 0.0% | N/A | 0.032% | |
11/7/2024 | Tranquility Partners LLC | 16,548 | $471K | 0.2% | +12.1% | 0.074% | |
11/7/2024 | Pathstone Holdings LLC | 134,925 | $3.84M | 0.0% | +7.4% | 0.600% | |
11/7/2024 | Phillips Financial Management LLC | 4,961 | $141K | 0.0% | +17.9% | 0.022% | |
11/6/2024 | OneDigital Investment Advisors LLC | 98,722 | $2.81M | 0.0% | -1.2% | 0.439% | |
11/5/2024 | Vestia Personal Wealth Advisors | 54,582 | $1.55M | 1.3% | +10.1% | 0.243% | |
11/4/2024 | TRU Independence Asset Management 2 LLC | 7,114 | $202K | 0.2% | N/A | 0.032% | |
11/2/2024 | Retirement Solution LLC | 208,381 | $5.94M | 1.4% | -0.7% | 0.926% | |
10/29/2024 | Opes Wealth Management LLC | 325,634 | $9.27M | 1.8% | -0.2% | 1.447% | |
10/29/2024 | Janney Montgomery Scott LLC | 468,382 | $13.33M | 0.0% | +0.5% | 2.082% | |
10/29/2024 | Chicago Partners Investment Group LLC | 81,780 | $2.27M | 0.1% | +2.9% | 0.363% | |
10/29/2024 | Farther Finance Advisors LLC | 33,376 | $950K | 0.0% | +14,603.1% | 0.148% | |
10/29/2024 | Oceanside Advisors LLC | 28,401 | $808K | 0.6% | +3.0% | 0.126% | |
10/25/2024 | JFS Wealth Advisors LLC | 25,715 | $732K | 0.0% | +1,222.1% | 0.114% | |
10/25/2024 | Edge Financial Advisors LLC | 70,155 | $2.00M | 1.8% | N/A | 0.312% | |
10/25/2024 | PBMares Wealth Management LLC | 158,999 | $4.53M | 0.9% | +5.6% | 0.707% | |
10/24/2024 | Gemmer Asset Management LLC | 7,539 | $215K | 0.0% | -24.5% | 0.034% | |
10/24/2024 | Family Investment Center Inc. | 399,608 | $11.37M | 2.9% | +3.6% | 1.776% | |
10/24/2024 | Fischer Investment Strategies LLC | 165,692 | $4.72M | 4.1% | +159.8% | 0.736% | |
10/23/2024 | Allworth Financial LP | 79,571 | $2.27M | 0.0% | -2.1% | 0.354% | |
10/23/2024 | Pettinga Financial Advisors LLC | 16,537 | $471K | 0.1% | +55.2% | 0.073% | |
10/23/2024 | Heritage Financial Services LLC | 148,672 | $4.23M | 0.6% | -1.7% | 0.661% | |
10/23/2024 | Index Fund Advisors Inc. | 285,127 | $8.12M | 0.4% | +24.0% | 1.267% | |
10/22/2024 | Lazari Capital Management Inc. | 14,147 | $403K | 0.2% | -5.0% | 0.063% | |
10/22/2024 | Maryland Capital Advisors Inc. | 97,511 | $2.78M | 1.3% | +5.6% | 0.433% | |
10/22/2024 | Sequoia Financial Advisors LLC | 83,358 | $2.37M | 0.0% | +0.9% | 0.370% | |
10/21/2024 | Mills Wealth Advisors LLC | 108,469 | $3.09M | 2.1% | +7.2% | 0.482% | |
10/18/2024 | Lam Group Inc. | 74,245 | $2.11M | 1.5% | -0.5% | 0.330% | |
10/18/2024 | Schubert & Co | 28,340 | $807K | 0.6% | +116.1% | 0.126% | |
10/17/2024 | Cordant Inc. | 162,723 | $4.63M | 2.4% | +16.0% | 0.723% | |
Did You See Trump’s Bombshell Exec. Order 001? (Ad) Starting with what I call Exec. Order 001.
It’s a bombshell law that I believe Trump will sign within minutes of stepping into the Oval Office... I put all the details together for you here — but please hurry. |
10/17/2024 | DiNuzzo Private Wealth Inc. | 214,813 | $6.11M | 0.8% | +0.5% | 0.955% | |
10/16/2024 | Sensible Money LLC | 582,486 | $16.58M | 7.2% | +5.1% | 2.589% | |
10/16/2024 | B.O.S.S. Retirement Advisors LLC | 14,677 | $418K | 0.1% | +16.0% | 0.065% | |
10/16/2024 | Firethorn Wealth Partners LLC | 14,000 | $398K | 0.2% | -3.6% | 0.062% | |
10/16/2024 | BOS Asset Management LLC | 18,212 | $518K | 0.2% | +14.8% | 0.081% | |
10/16/2024 | Verum Partners LLC | 90,879 | $2.59M | 0.8% | -4.2% | 0.404% | |
10/16/2024 | Asset Dedication LLC | 2,386,158 | $67.91M | 4.6% | +4.1% | 10.605% | |
10/15/2024 | von Borstel & Associates Inc. | 119,273 | $3.39M | 1.9% | N/A | 0.530% | |
10/10/2024 | Ritholtz Wealth Management | 965,240 | $27.47M | 0.8% | +3.5% | 4.290% | |
10/9/2024 | Moisand Fitzgerald Tamayo LLC | 18,467 | $526K | 0.1% | +5.6% | 0.082% | |
10/9/2024 | GEM Asset Management LLC | 7,414 | $216K | 0.1% | N/A | 0.033% | |
10/9/2024 | Unison Advisors LLC | 21,129 | $601K | 0.1% | -7.0% | 0.094% | |
10/9/2024 | Grunden Financial Advisory Inc. | 16,234 | $462K | 0.2% | +2.3% | 0.072% | |
10/8/2024 | Marquette Asset Management LLC | 637,053 | $18.13M | 2.9% | +0.9% | 2.831% | |
10/8/2024 | Boyce & Associates Wealth Consulting Inc. | 71,114 | $2.02M | 2.1% | +4.4% | 0.316% | |
10/8/2024 | White Wing Wealth Management | 65,172 | $1.86M | 1.4% | -7.2% | 0.290% | |
10/8/2024 | Evanson Asset Management LLC | 436,902 | $12.43M | 0.9% | +7.1% | 1.942% | |
10/8/2024 | Versant Capital Management Inc | 24,343 | $693K | 0.2% | +2,626.0% | 0.108% | |
10/4/2024 | Breakwater Capital Group | 142,979 | $4.07M | 0.8% | +1.7% | 0.635% | |
10/2/2024 | Efficient Frontier Advisors LLC | 32,105 | $914K | 0.6% | +108.9% | 0.143% | |
9/18/2024 | Sensible Money LLC | 553,997 | $15.24M | 7.4% | +17.7% | 2.462% | |
9/9/2024 | Lazari Capital Management Inc. | 14,897 | $410K | 0.2% | N/A | 0.066% | |
8/21/2024 | Truist Financial Corp | 139,366 | $3.83M | 0.0% | +1.1% | 0.619% | |
8/16/2024 | NewEdge Advisors LLC | 111,586 | $3.07M | 0.0% | +1.2% | 0.496% | |
8/14/2024 | Strata Wealth Advisors LLC | 28,397 | $781K | 0.3% | +11.2% | 0.126% | |
8/14/2024 | American Investment Services Inc. | 9,976 | $274K | 0.0% | -7.3% | 0.044% | |
8/14/2024 | Bank of Montreal Can | 47,576 | $1.31M | 0.0% | -80.5% | 0.211% | |
8/14/2024 | Fischer Investment Strategies LLC | 63,786 | $1.75M | 1.7% | +290.8% | 0.283% | |
8/13/2024 | AE Wealth Management LLC | 195,928 | $5.39M | 0.1% | +6.6% | 0.871% | |
8/12/2024 | Glass Jacobson Investment Advisors llc | 66,446 | $1.83M | 0.7% | +4.5% | 0.295% | |
8/10/2024 | DecisionPoint Financial LLC | 910 | $25K | 0.0% | N/A | 0.004% | |
8/9/2024 | Grunden Financial Advisory Inc. | 15,869 | $436K | 0.2% | +20.3% | 0.071% | |
8/9/2024 | Mills Wealth Advisors LLC | 101,208 | $2.78M | 2.0% | +17.0% | 0.450% | |
8/8/2024 | Envestnet Asset Management Inc. | 145,500 | $4.00M | 0.0% | +2.0% | 0.647% | |
8/6/2024 | Asset Dedication LLC | 2,291,293 | $63.01M | 4.4% | +6.0% | 10.184% | |
8/6/2024 | Gentry Private Wealth LLC | 14,455 | $398K | 0.3% | N/A | 0.064% | |
8/6/2024 | Savant Capital LLC | 251,786 | $6.92M | 0.1% | +157.7% | 1.119% | |
8/6/2024 | Opes Wealth Management LLC | 326,356 | $8.98M | 1.9% | -0.8% | 1.450% | |
8/2/2024 | Index Fund Advisors Inc. | 229,878 | $6.32M | 0.4% | +30.4% | 1.022% | |
8/2/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 69,584 | $1.91M | 0.5% | +0.8% | 0.309% | |
8/2/2024 | Aveo Capital Partners LLC | 271,569 | $7.47M | 0.8% | +1.1% | 1.207% | |
8/2/2024 | Tortoise Investment Management LLC | 57,166 | $1.57M | 0.2% | +32.5% | 0.254% | |
8/1/2024 | Mraz Amerine & Associates Inc. | 9,070 | $249K | 0.1% | -4.2% | 0.040% | |
8/1/2024 | White Wing Wealth Management | 70,198 | $1.93M | 1.5% | +20.5% | 0.312% | |
8/1/2024 | Ritholtz Wealth Management | 932,288 | $25.64M | 0.8% | +0.9% | 4.144% | |
7/31/2024 | Commonwealth Equity Services LLC | 47,584 | $1.31M | 0.0% | +3.0% | 0.211% | |
7/30/2024 | Sterling Financial Planning Inc. | 133,783 | $3.68M | 1.5% | +13.8% | 0.595% | |
7/30/2024 | BOS Asset Management LLC | 15,870 | $436K | 0.2% | +13.2% | 0.071% | |
7/30/2024 | DiNuzzo Private Wealth Inc. | 213,802 | $5.88M | 0.8% | +1.0% | 0.950% | |
7/29/2024 | Rather & Kittrell Inc. | 17,603 | $484K | 0.1% | +5.6% | 0.078% | |
Did You See Trump’s Bombshell Exec. Order 001? (Ad) Starting with what I call Exec. Order 001.
It’s a bombshell law that I believe Trump will sign within minutes of stepping into the Oval Office... I put all the details together for you here — but please hurry. |
7/27/2024 | Rockwood Wealth Management LLC | 9,705 | $267K | 0.0% | N/A | 0.043% | |
7/26/2024 | Breakwater Capital Group | 140,522 | $3.86M | 0.9% | +8.4% | 0.625% | |
7/26/2024 | Cordant Inc. | 140,250 | $3.86M | 2.2% | +28.2% | 0.623% | |
7/26/2024 | Oceanside Advisors LLC | 27,572 | $758K | 0.6% | -4.0% | 0.123% | |
7/25/2024 | Pettinga Financial Advisors LLC | 10,653 | $293K | 0.1% | -11.6% | 0.047% | |
7/25/2024 | Tranquility Partners LLC | 14,758 | $406K | 0.2% | +6.0% | 0.066% | |
7/25/2024 | Retirement Solution LLC | 209,896 | $5.77M | 1.6% | +100.8% | 0.933% | |
7/23/2024 | Heritage Financial Services LLC | 151,203 | $4.16M | 0.6% | -15.0% | 0.672% | |
7/22/2024 | Atria Wealth Solutions Inc. | 33,012 | $908K | 0.0% | -2.2% | 0.147% | |
7/22/2024 | RCS Financial Planning LLC | 19,942 | $548K | 0.3% | -49.7% | 0.089% | |