3/19/2025 | M1 Capital Management LLC | 10,060 | $1.31M | 0.7% | N/A | 0.141% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 4,440 | $579K | 0.0% | -6.7% | 0.062% | |
3/5/2025 | Berkeley Inc | 1,596 | $208K | 0.1% | N/A | 0.022% | |
3/4/2025 | Comprehensive Money Management Services LLC | 1,831 | $239K | 0.2% | N/A | 0.025% | |
3/3/2025 | American Investment Services Inc. | 1,656 | $216K | 0.0% | N/A | 0.023% | |
2/26/2025 | Discipline Wealth Solutions LLC | 2,672 | $348K | 0.2% | -6.1% | 0.037% | |
2/25/2025 | Heck Capital Advisors LLC | 28,722 | $3.75M | 0.2% | N/A | 0.393% | |
2/20/2025 | Forum Financial Management LP | 1,585 | $207K | 0.0% | N/A | 0.022% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 3,977 | $519K | 0.0% | -18.7% | 0.054% | |
2/17/2025 | Two Sigma Investments LP | 21,000 | $2.74M | 0.0% | +400.0% | 0.286% | |
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2/17/2025 | Guardian Wealth Advisors LLC NC | 640 | $83K | 0.0% | +55.3% | 0.009% | |
2/17/2025 | Focus Partners Wealth | 4,718 | $615K | 0.0% | +22.8% | 0.064% | |
2/17/2025 | Clark Capital Management Group Inc. | 16,683 | $2.18M | 0.0% | -32.9% | 0.227% | |
2/17/2025 | Cetera Investment Advisers | 35,323 | $4.61M | 0.0% | +14.4% | 0.481% | |
2/17/2025 | Capstone Investment Advisors LLC | 8,401 | $1.10M | 0.0% | +5.0% | 0.114% | |
2/17/2025 | Cardiff Park Advisors LLC | 2,773 | $362K | 0.0% | -9.8% | 0.038% | |
2/17/2025 | Bank of America Corp DE | 228,422 | $29.78M | 0.0% | -0.4% | 3.108% | |
2/17/2025 | Aptus Capital Advisors LLC | 730 | $95K | 0.0% | +77.2% | 0.010% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 9,644 | $1.26M | 0.0% | -1.9% | 0.131% | |
2/14/2025 | Comerica Bank | 573 | $75K | 0.0% | +38.7% | 0.008% | |
2/14/2025 | Lido Advisors LLC | 5,094 | $664K | 0.0% | -8.1% | 0.069% | |
2/14/2025 | Integrated Wealth Concepts LLC | 2,090 | $272K | 0.0% | N/A | 0.028% | |
2/14/2025 | Stifel Financial Corp | 25,807 | $3.37M | 0.0% | +21.0% | 0.351% | |
2/14/2025 | Forum Financial Management LP | 1,585 | $207K | 0.0% | N/A | 0.022% | |
2/13/2025 | NewEdge Advisors LLC | 5,793 | $755K | 0.0% | +9,555.0% | 0.079% | |
2/13/2025 | Stonehaven Wealth & Tax Solutions LLC | 1,646 | $215K | 0.2% | N/A | 0.022% | |
2/13/2025 | Regal Investment Advisors LLC | 23,434 | $3.06M | 0.2% | +2.3% | 0.319% | |
2/13/2025 | Belpointe Asset Management LLC | 23,441 | $2.91M | 0.2% | +2.7% | 0.319% | |
2/13/2025 | Mariner LLC | 7,546 | $984K | 0.0% | -2.3% | 0.103% | |
2/13/2025 | Kennedy Capital Management LLC | 1,701 | $222K | 0.0% | N/A | 0.023% | |
2/13/2025 | Bessemer Group Inc. | 248 | $32K | 0.0% | N/A | 0.003% | |
2/13/2025 | Raymond James Financial Inc. | 9,853 | $1.29M | 0.0% | N/A | 0.134% | |
2/13/2025 | Texas Yale Capital Corp. | 13,105 | $1.71M | 0.1% | -1.2% | 0.178% | |
2/13/2025 | Advisory Services Network LLC | 1,548 | $202K | 0.0% | -52.9% | 0.021% | |
2/13/2025 | Bank of Montreal Can | 136,581 | $17.81M | 0.0% | -2.1% | 1.858% | |
2/13/2025 | Envestnet Asset Management Inc. | 76,726 | $10.00M | 0.0% | +5.0% | 1.044% | |
2/13/2025 | Annandale Capital LLC | 1,600 | $209K | 0.0% | N/A | 0.022% | |
2/13/2025 | Wells Fargo & Company MN | 115,372 | $15.04M | 0.0% | +46.6% | 1.570% | |
2/13/2025 | Smith Moore & CO. | 45,976 | $5.99M | 0.5% | +0.8% | 0.626% | |
2/12/2025 | World Investment Advisors | 1,980 | $258K | 0.0% | +11.0% | 0.027% | |
New “Trump” currency proposed in DC (Ad) According to one of the most connected men in Washington…
A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note.
All to celebrate a new “golden age” for America.
 When you see what could happen – I think you’ll be excited. |
2/12/2025 | WESCAP Management Group Inc. | 8,478 | $1.11M | 0.3% | -3.7% | 0.115% | |
2/12/2025 | Boston Family Office LLC | 2,333 | $304K | 0.0% | -3.3% | 0.032% | |
2/12/2025 | National Bank of Canada FI | 575 | $75K | 0.0% | +18.3% | 0.008% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 11,964 | $1.56M | 0.0% | +14.6% | 0.163% | |
2/12/2025 | Physician Wealth Advisors Inc. | 9,268 | $1.21M | 0.2% | -11.5% | 0.126% | |
2/12/2025 | Portland Global Advisors LLC | 3,867 | $504K | 0.1% | -2.4% | 0.053% | |
2/12/2025 | Tucker Asset Management LLC | 1,316 | $172K | 0.0% | +8.9% | 0.018% | |
2/12/2025 | Rockbridge Investment Management LCC | 15,075 | $1.97M | 0.3% | -10.4% | 0.205% | |
2/12/2025 | JPMorgan Chase & Co. | 46,353 | $6.04M | 0.0% | +2.8% | 0.631% | |
2/12/2025 | Aire Advisors LLC | 14,416 | $1.88M | 0.4% | -24.7% | 0.196% | |
2/11/2025 | LPL Financial LLC | 66,221 | $8.63M | 0.0% | +30.3% | 0.901% | |
2/10/2025 | Corient Private Wealth LLC | 227,701 | $29.69M | 0.0% | -4.9% | 3.098% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 5,952 | $776K | 0.0% | -8.0% | 0.081% | |
2/10/2025 | Frank Rimerman Advisors LLC | 56,716 | $7.40M | 0.5% | +3.0% | 0.772% | |
2/10/2025 | Family Firm Inc. | 67,676 | $8.82M | 1.5% | -0.6% | 0.921% | |
2/10/2025 | Commonwealth Equity Services LLC | 10,933 | $1.43M | 0.0% | +2.4% | 0.149% | |
2/10/2025 | Avantax Advisory Services Inc. | 72,771 | $9.49M | 0.1% | +1.2% | 0.990% | |
2/10/2025 | Parkworth Wealth Management Inc. | 191 | $25K | 0.0% | N/A | 0.003% | |
2/7/2025 | HighTower Advisors LLC | 19,176 | $2.50M | 0.0% | +0.6% | 0.261% | |
2/7/2025 | Endowment Wealth Management Inc. | 9,754 | $1.27M | 0.9% | +14.8% | 0.133% | |
2/7/2025 | Tortoise Investment Management LLC | 3,508 | $457K | 0.0% | -7.3% | 0.048% | |
2/7/2025 | Johnson Investment Counsel Inc. | 30,035 | $3.92M | 0.0% | -0.8% | 0.409% | |
2/7/2025 | Tassel Capital Management Inc. | 1,751 | $228K | 0.2% | N/A | 0.024% | |
2/7/2025 | Simplicity Wealth LLC | 5,477 | $714K | 0.1% | N/A | 0.075% | |
2/7/2025 | Efficient Advisors LLC | 29,463 | $3.84M | 0.2% | -13.6% | 0.401% | |
2/7/2025 | Kendall Capital Management | 22,110 | $2.88M | 0.8% | -1.1% | 0.301% | |
2/6/2025 | One Capital Management LLC | 16,056 | $2.09M | 0.1% | -27.4% | 0.218% | |
2/6/2025 | Raymond James Financial Inc. | 9,853 | $1.29M | 0.0% | N/A | 0.134% | |
2/6/2025 | LVZ Inc. | 14,840 | $1.94M | 0.2% | -12.0% | 0.202% | |
2/6/2025 | Smithfield Trust Co | 1,100 | $144K | 0.0% | -47.0% | 0.015% | |
2/6/2025 | Synergy Investment Management LLC | 392 | $51K | 0.0% | N/A | 0.005% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 1,733 | $226K | 0.0% | +1,686.6% | 0.024% | |
2/6/2025 | Kelly Financial Group LLC | 11,336 | $1.48M | 0.5% | N/A | 0.154% | |
2/6/2025 | Alesco Advisors LLC | 169,341 | $22.08M | 0.7% | -3.8% | 2.304% | |
2/6/2025 | Jones Financial Companies Lllp | 7,850 | $1.02M | 0.0% | +39.4% | 0.107% | |
2/6/2025 | Modera Wealth Management LLC | 8,357 | $1.09M | 0.0% | +7.1% | 0.114% | |
2/5/2025 | Halbert Hargrove Global Advisors LLC | 97,464 | $12.71M | 0.7% | -3.3% | 1.326% | |
2/5/2025 | Kohmann Bosshard Financial Services LLC | 1,075 | $140K | 0.0% | N/A | 0.015% | |
2/4/2025 | Schoolcraft Capital LLC | 63,792 | $8.32M | 1.7% | -1.4% | 0.868% | |
2/4/2025 | Bank of New York Mellon Corp | 3,453 | $450K | 0.0% | +52.3% | 0.047% | |
2/4/2025 | IFP Advisors Inc | 576 | $75K | 0.0% | -24.2% | 0.008% | |
2/4/2025 | WealthShield Partners LLC | 29,253 | $3.81M | 0.5% | -2.5% | 0.398% | |
2/4/2025 | Moisand Fitzgerald Tamayo LLC | 10,047 | $1.31M | 0.2% | -3.4% | 0.137% | |
1/31/2025 | Global Retirement Partners LLC | 13,435 | $1.75M | 0.1% | +268.8% | 0.183% | |
1/31/2025 | Rice Hall James & Associates LLC | 7,645 | $997K | 0.1% | N/A | 0.104% | |
1/31/2025 | Atria Wealth Solutions Inc. | 5,721 | $746K | 0.0% | -11.5% | 0.078% | |
1/31/2025 | NTV Asset Management LLC | 3,810 | $497K | 0.1% | -2.6% | 0.052% | |
1/30/2025 | Allworth Financial LP | 5,453 | $718K | 0.0% | +284.3% | 0.074% | |
1/30/2025 | Principal Securities Inc. | 1,039 | $135K | 0.0% | -30.7% | 0.014% | |
1/30/2025 | Ellis Investment Partners LLC | 6,388 | $833K | 0.2% | -5.1% | 0.087% | |
New “Trump” currency proposed in DC (Ad) According to one of the most connected men in Washington…
A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note.
All to celebrate a new “golden age” for America.
 When you see what could happen – I think you’ll be excited. |
1/30/2025 | Ellis Investment Partners LLC | 6,388 | $833K | 0.2% | -5.1% | 0.087% | |
1/29/2025 | McClarren Financial Advisors Inc. | 890 | $116K | 0.3% | N/A | 0.012% | |
1/29/2025 | David Wealth Management LLC | 2,067 | $269K | 0.2% | N/A | 0.028% | |
1/28/2025 | Stephens Inc. AR | 19,603 | $2.56M | 0.0% | -13.3% | 0.267% | |
1/28/2025 | Moloney Securities Asset Management LLC | 1,544 | $201K | 0.0% | N/A | 0.021% | |
1/27/2025 | Stratos Wealth Advisors LLC | 5,126 | $668K | 0.0% | N/A | 0.070% | |
1/24/2025 | Archer Investment Management LLC | 12,661 | $1.65M | 1.0% | N/A | 0.172% | |
1/24/2025 | Chicago Partners Investment Group LLC | 83,360 | $10.73M | 0.4% | +3.4% | 1.134% | |
1/24/2025 | Clear Creek Financial Management LLC | 5,278 | $688K | 0.1% | +15.7% | 0.072% | |
1/23/2025 | Heck Capital Advisors LLC | 28,722 | $3.75M | 0.3% | N/A | 0.391% | |