4/9/2025 | RFG Advisory LLC | 2,548 | $782K | 0.0% | -5.3% | 0.002% | |
4/9/2025 | Capital Asset Advisory Services LLC | 3,856 | $1.20M | 0.1% | -1.1% | 0.003% | |
4/9/2025 | ETF Portfolio Partners Inc. | 34,723 | $10.65M | 3.2% | -0.3% | 0.029% | |
4/9/2025 | Merit Financial Group LLC | 27,566 | $8.46M | 0.1% | -2.7% | 0.023% | |
4/9/2025 | Harbor Investment Advisory LLC | 13,432 | $4.12M | 0.4% | -0.8% | 0.011% | |
4/9/2025 | Roxbury Financial LLC | 354 | $116K | 0.1% | +154.7% | 0.000% | |
4/9/2025 | Flagstar Advisors Inc. | 3,316 | $1.02M | 0.3% | +4.1% | 0.003% | |
4/9/2025 | Fragasso Financial Advisors Inc | 3,071 | $942K | 0.1% | -7.7% | 0.003% | |
4/9/2025 | NBC Securities Inc. | 850 | $260K | 0.0% | N/A | 0.001% | |
4/9/2025 | Parkside Advisors LLC | 225,017 | $69.02M | 16.6% | -1.9% | 0.186% | |
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4/9/2025 | SigFig Wealth Management LLC | 17,123 | $5.25M | 0.2% | -3.9% | 0.014% | |
4/9/2025 | American National Bank & Trust | 29,628 | $9.09M | 1.0% | +1.3% | 0.024% | |
4/9/2025 | Advance Capital Management Inc. | 35,006 | $10.74M | 0.5% | -1.0% | 0.029% | |
4/8/2025 | Rhumbline Advisers | 90,573 | $27.78M | 0.0% | +22.3% | 0.075% | |
4/8/2025 | Fifth Third Wealth Advisors LLC | 1,880 | $577K | 0.0% | +102.8% | 0.002% | |
4/8/2025 | Investors Research Corp | 6,153 | $1.89M | 0.4% | -2.2% | 0.005% | |
4/8/2025 | James J. Burns & Company LLC | 4,562 | $1.40M | 0.3% | -14.9% | 0.004% | |
4/8/2025 | Winthrop Advisory Group LLC | 230,155 | $70.60M | 8.5% | -8.1% | 0.190% | |
4/8/2025 | IFG Advisors LLC | 4,569 | $1.40M | 0.3% | -68.5% | 0.004% | |
4/8/2025 | BTC Capital Management Inc. | 70,313 | $21.56M | 2.0% | -8.5% | 0.058% | |
4/8/2025 | Rothschild Investment LLC | 924 | $283K | 0.0% | +68.3% | 0.001% | |
4/7/2025 | GAMMA Investing LLC | 138,701 | $42.55M | 0.0% | +30,586.1% | 0.114% | |
4/7/2025 | AdvisorNet Financial Inc | 4,536 | $1.39M | 0.1% | +18.7% | 0.004% | |
4/4/2025 | Quent Capital LLC | 305 | $93K | 0.0% | -33.0% | 0.000% | |
4/3/2025 | First Hawaiian Bank | 35,746 | $10.97M | 0.7% | +53.7% | 0.030% | |
4/3/2025 | Legacy Wealth Management LLC MS | 1,050 | $322K | 0.1% | -14.6% | 0.001% | |
4/2/2025 | Kera Capital Partners Inc. | 2,815 | $864K | 0.3% | +2.3% | 0.002% | |
4/2/2025 | Marcum Wealth LLC | 1,201 | $368K | 0.0% | +11.4% | 0.001% | |
4/1/2025 | MassMutual Private Wealth & Trust FSB | 3,019 | $926K | 0.0% | -7.9% | 0.002% | |
3/24/2025 | Avant Financial Advisors LLC | 1,672 | $539K | 0.5% | N/A | 0.001% | |
3/24/2025 | Fire Capital Management LLC | 24,231 | $7.81M | 5.8% | N/A | 0.020% | |
3/24/2025 | Mascagni Wealth Management Inc. | 185 | $60K | 0.1% | N/A | 0.000% | |
3/21/2025 | Nestegg Advisors Inc. | 1,367 | $452K | 0.5% | N/A | 0.001% | |
3/18/2025 | Objective Capital Management LLC | 4,275 | $1.38M | 0.9% | -5.7% | 0.004% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 339,227 | $109.29M | 0.2% | +10.3% | 0.284% | |
3/17/2025 | NorthCrest Asset Manangement LLC | 6,185 | $1.99M | 0.1% | +5.6% | 0.005% | |
3/17/2025 | Members Wealth LLC | 1,636 | $544K | 0.4% | N/A | 0.001% | |
3/12/2025 | Northstar Financial Companies Inc. | 42,272 | $13.62M | 12.9% | N/A | 0.036% | |
3/12/2025 | Centaurus Financial Inc. | 2,078 | $669K | 0.0% | +7.7% | 0.002% | |
3/6/2025 | Copia Wealth Management | 523 | $168K | 0.2% | N/A | 0.000% | |
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3/6/2025 | TFR Capital LLC. | 725 | $234K | 0.1% | N/A | 0.001% | |
2/28/2025 | Brooklyn FI LLC | 3,968 | $1.29M | 0.2% | N/A | 0.003% | |
2/27/2025 | Landaas & Co. WI ADV | 7,047 | $2.27M | 0.6% | +4.7% | 0.006% | |
2/27/2025 | Carolinas Wealth Consulting LLC | 4,525 | $1.46M | 0.3% | -2.1% | 0.004% | |
2/26/2025 | Lakeshore Capital Group Inc. | 767 | $247K | 0.4% | N/A | 0.001% | |
2/26/2025 | Virtue Capital Management LLC | 1,715 | $553K | 0.1% | N/A | 0.001% | |
2/26/2025 | Advisor Resource Council | 7,178 | $2.31M | 1.7% | N/A | 0.006% | |
2/25/2025 | Heck Capital Advisors LLC | 2,064 | $665K | 0.0% | N/A | 0.002% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 20,454 | $6.59M | 0.2% | +9.3% | 0.017% | |
2/25/2025 | Integrated Advisors Network LLC | 23,341 | $7.52M | 0.4% | +0.5% | 0.020% | |
2/25/2025 | Garde Capital Inc. | 25,187 | $8.11M | 0.5% | -4.3% | 0.021% | |
2/24/2025 | H&H Retirement Design & Management INC | 9,387 | $3.10M | 1.9% | -3.9% | 0.008% | |
2/24/2025 | Great Valley Advisor Group Inc. | 16,953 | $5.46M | 0.1% | +23.2% | 0.014% | |
2/24/2025 | Ameriflex Group Inc. | 2,375 | $789K | 0.4% | N/A | 0.002% | |
2/21/2025 | Ascent Group LLC | 6,918 | $2.23M | 0.2% | -27.0% | 0.006% | |
2/20/2025 | Forum Financial Management LP | 6,719 | $2.17M | 0.0% | -1.7% | 0.005% | |
2/19/2025 | Invst LLC | 1,300 | $419K | 0.1% | N/A | 0.001% | |
2/19/2025 | Pinney & Scofield Inc. | 360 | $116K | 0.1% | N/A | 0.000% | |
2/19/2025 | Parr Mcknight Wealth Management Group LLC | 1,396 | $450K | 0.1% | N/A | 0.001% | |
2/18/2025 | Wick Capital Partners LLC | 3,927 | $1.27M | 0.4% | -15.0% | 0.003% | |
2/18/2025 | Mittelman Wealth Management | 1,350 | $435K | 0.4% | N/A | 0.001% | |
2/18/2025 | Fourth Dimension Wealth LLC | 112 | $36K | 0.0% | N/A | 0.000% | |
2/18/2025 | Vise Technologies Inc. | 8,533 | $2.75M | 0.2% | +0.7% | 0.007% | |
2/18/2025 | Connecticut Wealth Management LLC | 3,014 | $971K | 0.0% | -15.4% | 0.002% | |
2/18/2025 | JT Stratford LLC | 99,454 | $32.04M | 5.3% | +11.1% | 0.081% | |
2/18/2025 | Cornerstone Advisory LLC | 7,093 | $2.38M | 0.3% | +24.7% | 0.006% | |
2/18/2025 | Highview Capital Management LLC DE | 1,263 | $407K | 0.2% | -23.9% | 0.001% | |
2/18/2025 | McCarthy Asset Management Inc. | 3,911 | $1.26M | 0.9% | -11.8% | 0.003% | |
2/18/2025 | Note Advisors LLC | 3,859 | $1.24M | 1.1% | N/A | 0.003% | |
2/18/2025 | Mpwm Advisory Solutions LLC | 1,107 | $357K | 0.3% | N/A | 0.001% | |
2/17/2025 | US Financial Advisors LLC | 139,531 | $44.95M | 13.8% | +1.9% | 0.114% | |
2/17/2025 | Waverly Advisors LLC | 334,499 | $107.76M | 1.7% | -0.6% | 0.273% | |
2/17/2025 | Willis Johnson & Associates Inc. | 2,036 | $656K | 0.1% | +1.9% | 0.002% | |
2/17/2025 | Visionary Wealth Advisors | 13,887 | $4.47M | 0.3% | -3.0% | 0.011% | |
2/17/2025 | St. Clair Advisors LLC | 14,856 | $4.79M | 1.4% | N/A | 0.012% | |
2/17/2025 | Two Sigma Investments LP | 379,000 | $122.10M | 0.3% | +175.8% | 0.309% | |
2/17/2025 | Scissortail Wealth Management LLC | 3,122 | $1.01M | 0.3% | +312,100.0% | 0.003% | |
2/17/2025 | Snowden Capital Advisors LLC | 4,741 | $1.53M | 0.0% | N/A | 0.004% | |
2/17/2025 | Royal Bank of Canada | 515,676 | $166.13M | 0.0% | -11.7% | 0.420% | |
2/17/2025 | Quadcap Wealth Management LLC | 696 | $224K | 0.0% | N/A | 0.001% | |
2/17/2025 | Quantinno Capital Management LP | 14,636 | $4.72M | 0.0% | +12.9% | 0.012% | |
2/17/2025 | Pathstone Holdings LLC | 1,168,393 | $376.40M | 1.7% | +1.8% | 0.952% | |
2/17/2025 | NorthRock Partners LLC | 74,140 | $23.89M | 0.8% | +1,084.0% | 0.060% | |
2/17/2025 | Northeast Financial Consultants Inc | 11,895 | $3.83M | 0.2% | +2.4% | 0.010% | |
2/17/2025 | Millennium Management LLC | 2,510,358 | $808.74M | 0.4% | +22,234.1% | 2.045% | |
2/17/2025 | Lazard Asset Management LLC | 34,141 | $11.00M | 0.0% | +321.8% | 0.028% | |
2/17/2025 | LMR Partners LLP | 3,712 | $1.20M | 0.0% | +16.0% | 0.003% | |
2/17/2025 | Logan Capital Management Inc. | 631 | $203K | 0.0% | +12.7% | 0.001% | |
2/17/2025 | London Co. of Virginia | 30,922 | $9.96M | 0.1% | +1,500.5% | 0.025% | |
2/17/2025 | Laird Norton Wetherby Trust Company LLC | 34,816 | $11.22M | 1.5% | -10.4% | 0.028% | |
Trump to unlock 15-figure fortune for America (May 3rd) ? (Ad) We were shown this map by former Presidential Advisor, Jim Rickards, one of the most politically connected men in America.
Rickards has spent his fifty-year career in the innermost circles of the U.S. government and banking.
And he believes Trump could soon release this frozen asset to the public.
 But something even more spectacular is bound to happen. And those who know what to expect could make |
2/17/2025 | Laird Norton Wetherby Wealth Management LLC | 22,420 | $7.22M | 0.3% | -0.5% | 0.018% | |
2/17/2025 | Guardian Wealth Advisors LLC NC | 9,292 | $2.99M | 0.2% | -0.4% | 0.008% | |
2/17/2025 | Gotham Asset Management LLC | 7,625 | $2.46M | 0.0% | N/A | 0.006% | |
2/17/2025 | Graver Capital Management LLC | 3,878 | $1.25M | 1.3% | N/A | 0.003% | |
2/17/2025 | Focus Partners Wealth | 918,403 | $295.87M | 0.8% | +21.9% | 0.748% | |
2/17/2025 | Evensky & Katz LLC | 10,265 | $3.31M | 0.2% | +0.6% | 0.008% | |
2/17/2025 | Deutsche Bank AG | 1,017 | $328K | 0.0% | +40.1% | 0.001% | |
2/17/2025 | EP Wealth Advisors LLC | 24,512 | $7.90M | 0.1% | -1.0% | 0.020% | |
2/17/2025 | CoreCap Advisors LLC | 5,156 | $1.66M | 0.1% | +5.6% | 0.004% | |
2/17/2025 | Cresset Asset Management LLC | 69,349 | $22.34M | 0.1% | -3.5% | 0.056% | |