1/21/2025 | Embree Financial Group | 18,846 | $669K | 0.1% | N/A | 0.010% | |
1/21/2025 | Team Hewins LLC | 1,757,739 | $60.40M | 25.7% | 0.0% | 0.893% | |
1/21/2025 | CFS Investment Advisory Services LLC | 483,173 | $17.14M | 1.5% | +0.1% | 0.245% | |
1/21/2025 | Fifth Third Bancorp | 30,889 | $1.10M | 0.0% | -3.0% | 0.016% | |
1/21/2025 | Eclectic Associates Inc. ADV | 67,500 | $2.40M | 0.7% | +144.9% | 0.034% | |
1/21/2025 | Disciplined Equity Management Inc. | 360,474 | $12.79M | 8.3% | -1.0% | 0.183% | |
1/21/2025 | Sound Income Strategies LLC | 891 | $32K | 0.0% | +160.5% | 0.000% | |
1/21/2025 | LexAurum Advisors LLC | 63,676 | $2.26M | 0.4% | +12.1% | 0.032% | |
1/21/2025 | RFG Advisory LLC | 70,814 | $2.51M | 0.1% | -1.7% | 0.036% | |
1/21/2025 | McGlone Suttner Wealth Management Inc. | 702,355 | $24.92M | 4.2% | +31.6% | 0.357% | |
|
1/21/2025 | Heritage Wealth Management Inc. Texas | 42,019 | $1.49M | 0.9% | -2.5% | 0.021% | |
1/17/2025 | Apeiron RIA LLC | 325,885 | $11.56M | 3.2% | +7.7% | 0.166% | |
1/17/2025 | Cedar Point Capital Partners LLC | 206,633 | $7.33M | 5.0% | +2.6% | 0.105% | |
1/17/2025 | Market Street Wealth Management Advisors LLC | 456,870 | $16.21M | 2.7% | +0.9% | 0.232% | |
1/17/2025 | Avior Wealth Management LLC | 94,281 | $3.35M | 0.1% | +4.8% | 0.048% | |
1/17/2025 | First PREMIER Bank | 800 | $28K | 0.0% | N/A | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 27,431 | $973K | 0.0% | +9.9% | 0.014% | |
1/17/2025 | Kraft Asset Management LLC | 315,244 | $11.37M | 8.8% | +0.1% | 0.160% | |
1/17/2025 | Investment Advisory Group LLC | 23,588 | $837K | 0.3% | +55.6% | 0.012% | |
1/17/2025 | Melfa Wealth Management Inc. | 16,604 | $589K | 0.4% | +2.6% | 0.008% | |
1/17/2025 | Global Trust Asset Management LLC | 36,006 | $1.28M | 0.5% | -3.0% | 0.018% | |
1/17/2025 | Advisory Alpha LLC | 91,521 | $3.25M | 0.1% | +7.0% | 0.046% | |
1/17/2025 | Capstone Wealth Management LLC | 266,768 | $9.47M | 9.2% | N/A | 0.135% | |
1/17/2025 | Verum Partners LLC | 53,632 | $1.90M | 0.5% | +15.9% | 0.027% | |
1/17/2025 | Mogy Joel R Investment Counsel Inc. | 2,593 | $92K | 0.0% | N/A | 0.001% | |
1/16/2025 | Aspiriant LLC | 212,506 | $7.54M | 0.3% | +0.6% | 0.108% | |
1/16/2025 | Lam Group Inc. | 112,468 | $3.99M | 2.8% | +15.0% | 0.057% | |
1/16/2025 | Abacus Wealth Partners LLC | 14,472 | $513K | 0.1% | -3.7% | 0.007% | |
1/16/2025 | Gemmer Asset Management LLC | 11,132 | $395K | 0.0% | -68.6% | 0.006% | |
1/16/2025 | Meritas Wealth Management LLC | 309,282 | $10.97M | 6.6% | +8.0% | 0.157% | |
1/16/2025 | True Link Financial Advisors LLC | 1,065,332 | $37.80M | 3.2% | -3.0% | 0.541% | |
1/16/2025 | Diversify Advisory Services LLC | 9,811 | $347K | 0.0% | -32.4% | 0.005% | |
1/16/2025 | Evanson Asset Management LLC | 1,278,136 | $45.35M | 3.2% | +3.5% | 0.649% | |
1/15/2025 | Riversedge Advisors LLC | 519,429 | $18.43M | 4.2% | +0.8% | 0.264% | |
1/15/2025 | Sax Wealth Advisors LLC | 439,688 | $15.60M | 1.2% | +21.1% | 0.223% | |
1/15/2025 | RF&L Wealth Management LLC | 117,112 | $4.16M | 2.9% | +4.9% | 0.059% | |
1/15/2025 | Great Oak Capital Partners LLC | 221,893 | $7.85M | 2.6% | +87.0% | 0.113% | |
1/15/2025 | Total Wealth Planning LLC | 804,893 | $28.56M | 4.4% | +10.7% | 0.409% | |
1/15/2025 | Certified Advisory Corp | 121,894 | $4.33M | 0.5% | +5.6% | 0.062% | |
1/15/2025 | Cordant Inc. | 150,352 | $5.33M | 2.8% | -3.5% | 0.076% | |
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1/14/2025 | Builder Investment Group Inc. ADV | 48,985 | $1.74M | 0.5% | +1.6% | 0.025% | |
1/14/2025 | Apella Capital LLC | 1,259,301 | $44.68M | 1.7% | -0.7% | 0.640% | |
1/14/2025 | Acropolis Investment Management LLC | 475,877 | $16.88M | 1.0% | +6.5% | 0.242% | |
1/14/2025 | Park Avenue Securities LLC | 15,186 | $539K | 0.0% | +9.7% | 0.008% | |
1/14/2025 | Sovereign Financial Group Inc. | 23,475 | $833K | 0.2% | -4.1% | 0.012% | |
1/14/2025 | Safeguard Financial LLC | 8,502 | $302K | 0.1% | N/A | 0.004% | |
1/14/2025 | Quantum Financial Advisors LLC | 14,947 | $530K | 0.1% | -13.0% | 0.008% | |
1/14/2025 | Breakwater Capital Group | 100,758 | $3.58M | 0.7% | +10.3% | 0.051% | |
1/14/2025 | Shotwell Rutter Baer Inc | 138,491 | $4.89M | 4.1% | +2.5% | 0.070% | |
1/13/2025 | Ellenbecker Investment Group | 19,779 | $702K | 0.1% | -6.0% | 0.010% | |
1/13/2025 | Signet Financial Management LLC | 78,607 | $2.79M | 0.4% | +2.3% | 0.040% | |
1/13/2025 | Pallas Capital Advisors LLC | 256,726 | $9.11M | 0.4% | +1.7% | 0.130% | |
1/13/2025 | City State Bank | 40,993 | $1.45M | 0.5% | +1.6% | 0.021% | |
1/10/2025 | Trinity Financial Advisors LLC | 600,555 | $21.24M | 8.1% | -3.0% | 0.305% | |
1/8/2025 | Shearwater Capital LLC | 356,955 | $12.67M | 8.6% | +0.5% | 0.181% | |
1/8/2025 | Collective Family Office LLC | 30,564 | $1.08M | 0.3% | +10.8% | 0.016% | |
1/7/2025 | Strathmore Capital Advisors Inc. | 56,262 | $2.00M | 1.5% | N/A | 0.029% | |
1/6/2025 | ShankerValleau Wealth Advisors Inc. | 460,715 | $16.35M | 5.2% | +95.9% | 0.234% | |
1/6/2025 | Kings Path Partners LLC | 163,914 | $5.82M | 2.5% | +12.5% | 0.083% | |
1/3/2025 | Versant Capital Management Inc | 32,965 | $1.17M | 0.3% | -10.4% | 0.017% | |
1/2/2025 | Peirce Capital Management LLC | 368,073 | $13.06M | 6.7% | -2.8% | 0.187% | |
12/26/2024 | JPMorgan Chase & Co. | 358,860 | $13.67M | 0.0% | -5.4% | 0.182% | |
12/2/2024 | Beaird Harris Wealth Management LLC | 1,087,484 | $41.41M | 3.6% | +5.8% | 0.552% | |
11/26/2024 | Peapack Gladstone Financial Corp | 91,935 | $3.50M | 0.1% | -3.0% | 0.047% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 2,324 | $88K | 0.0% | N/A | 0.001% | |
11/25/2024 | World Investment Advisors LLC | 11,118 | $423K | 0.0% | +91.8% | 0.006% | |
11/25/2024 | Sanctuary Advisors LLC | 73,771 | $2.69M | 0.0% | +12.5% | 0.037% | |
11/18/2024 | RB Capital Management LLC | 20,308 | $773K | 0.2% | +20.7% | 0.010% | |
11/15/2024 | Valued Retirements Inc. | 129,914 | $4.95M | 6.8% | N/A | 0.066% | |
11/15/2024 | M&T Bank Corp | 61,132 | $2.33M | 0.0% | -5.0% | 0.031% | |
11/15/2024 | LRI Investments LLC | 25,332 | $916K | 0.1% | N/A | 0.013% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 107,258 | $4.08M | 1.4% | +3.3% | 0.054% | |
11/15/2024 | MML Investors Services LLC | 193,316 | $7.36M | 0.0% | +23.1% | 0.098% | |
11/15/2024 | Orion Portfolio Solutions LLC | 14,355 | $547K | 0.0% | -26.2% | 0.007% | |
11/15/2024 | Zacks Investment Management | 14,338 | $546K | 0.0% | +23.3% | 0.007% | |
11/15/2024 | EP Wealth Advisors LLC | 2,100,342 | $79.98M | 0.7% | +21.0% | 1.067% | |
11/15/2024 | Jane Street Group LLC | 436,152 | $16.61M | 0.0% | -89.0% | 0.222% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 1,257,825 | $47.70M | 0.3% | N/A | 0.639% | |
11/15/2024 | Stifel Financial Corp | 241,201 | $9.19M | 0.0% | +1.0% | 0.122% | |
11/15/2024 | SageView Advisory Group LLC | 5,344 | $204K | 0.0% | -35.4% | 0.003% | |
11/15/2024 | Quantinno Capital Management LP | 27,154 | $1.03M | 0.0% | +56.5% | 0.014% | |
11/15/2024 | IHT Wealth Management LLC | 6,220 | $236K | 0.0% | N/A | 0.003% | |
11/15/2024 | Integrated Wealth Concepts LLC | 445,229 | $16.95M | 0.2% | +1.4% | 0.226% | |
11/15/2024 | Investmark Advisory Group LLC | 93,216 | $3.55M | 1.7% | +6.0% | 0.047% | |
11/15/2024 | HighTower Advisors LLC | 3,231,889 | $123.07M | 0.2% | +14.5% | 1.641% | |
11/15/2024 | Hill Investment Group Partners LLC | 709,240 | $25.60M | 3.5% | +0.0% | 0.360% | |
11/15/2024 | Kestra Investment Management LLC | 1,064,220 | $40.53M | 1.7% | N/A | 0.540% | |
11/14/2024 | Acropolis Investment Management LLC | 446,709 | $17.01M | 1.0% | +3.8% | 0.227% | |
11/14/2024 | Captrust Financial Advisors | 361,311 | $13.76M | 0.0% | +4.2% | 0.183% | |
11/14/2024 | Rockefeller Capital Management L.P. | 367,827 | $14.01M | 0.0% | +1.6% | 0.187% | |
$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. |
11/13/2024 | Freedom Investment Management Inc. | 60,906 | $2.32M | 0.2% | -4.6% | 0.031% | |
11/13/2024 | Townsquare Capital LLC | 8,187 | $312K | 0.0% | N/A | 0.004% | |
11/13/2024 | Carlson Capital Management | 92,495 | $3.52M | 0.1% | +8.6% | 0.047% | |
11/13/2024 | FMR LLC | 13,917 | $530K | 0.0% | +1,578.8% | 0.007% | |
11/13/2024 | D.A. Davidson & CO. | 20,310 | $773K | 0.0% | +3.3% | 0.010% | |
11/13/2024 | Acorn Wealth Advisors LLC | 32,105 | $1.22M | 0.5% | N/A | 0.016% | |
11/12/2024 | Larson Financial Group LLC | 140,584 | $5.35M | 0.3% | -2.4% | 0.071% | |
11/12/2024 | Wescott Financial Advisory Group LLC | 405,304 | $15.43M | 1.7% | +1.4% | 0.206% | |
11/12/2024 | Lane & Associates LLC | 177,042 | $6.74M | 3.7% | -5.0% | 0.090% | |
11/12/2024 | Advisory Services & Investments LLC | 16,936 | $645K | 0.4% | -3.6% | 0.009% | |