1/21/2025 | Wells Trecaso Financial Group LLC | 19,024 | $1.15M | 0.4% | +17.3% | 0.101% | |
1/21/2025 | Cornerstone Wealth Management LLC | 6,853 | $414K | 0.0% | +30.1% | 0.037% | |
1/17/2025 | Janney Montgomery Scott LLC | 73,900 | $4.47M | 0.0% | +223.5% | 0.394% | |
1/16/2025 | SFG Wealth Management LLC. | 10,152 | $614K | 0.3% | +25.2% | 0.054% | |
1/15/2025 | Choice Wealth Advisors LLC | 148,361 | $8.97M | 4.6% | -0.7% | 0.790% | |
1/15/2025 | Ameritas Advisory Services LLC | 5,770 | $349K | 0.0% | -67.6% | 0.031% | |
1/15/2025 | B & T Capital Management DBA Alpha Capital Management | 185,590 | $11.22M | 2.1% | N/A | 0.989% | |
1/15/2025 | Merit Financial Group LLC | 33,339 | $2.02M | 0.0% | +139.1% | 0.178% | |
1/15/2025 | Total Wealth Planning LLC | 335,511 | $20.29M | 3.2% | N/A | 1.787% | |
1/15/2025 | Fermata Advisors LLC | 24,469 | $1.48M | 0.3% | N/A | 0.130% | |
|
1/14/2025 | Redhawk Wealth Advisors Inc. | 162,474 | $9.83M | 1.3% | +64.2% | 0.866% | |
1/14/2025 | Rockland Trust Co. | 11,455 | $693K | 0.0% | -10.6% | 0.061% | |
1/14/2025 | Breakwater Capital Group | 4,002 | $242K | 0.0% | +6.0% | 0.021% | |
1/8/2025 | Legacy Private Trust Co. | 10,354 | $626K | 0.0% | N/A | 0.055% | |
1/3/2025 | Modus Advisors LLC | 8,780 | $531K | 0.2% | +164.8% | 0.047% | |
12/26/2024 | JPMorgan Chase & Co. | 10,697,060 | $652.09M | 0.0% | +0.2% | 56.990% | |
11/25/2024 | World Investment Advisors LLC | 5,671 | $346K | 0.0% | N/A | 0.030% | |
11/20/2024 | Advisory Resource Group | 245,317 | $14.96M | 3.2% | N/A | 1.307% | |
11/18/2024 | Arete Wealth Advisors LLC | 6,493 | $394K | 0.0% | N/A | 0.035% | |
11/18/2024 | Asset Allocation Strategies LLC | 20,689 | $1.26M | 0.4% | N/A | 0.110% | |
11/15/2024 | MML Investors Services LLC | 5,729 | $349K | 0.0% | N/A | 0.031% | |
11/15/2024 | Jane Street Group LLC | 35,198 | $2.15M | 0.0% | -11.1% | 0.188% | |
11/15/2024 | Stifel Financial Corp | 61,227 | $3.73M | 0.0% | +15.5% | 0.326% | |
11/15/2024 | Benjamin Edwards Inc. | 22,378 | $1.37M | 0.0% | N/A | 0.119% | |
11/13/2024 | Elios Financial Group Inc. | 6,767 | $413K | 0.2% | N/A | 0.036% | |
11/12/2024 | Nwam LLC | 35,626 | $2.17M | 0.1% | N/A | 0.190% | |
11/5/2024 | Systelligence LLC | 205,726 | $12.54M | 3.1% | +4.5% | 1.096% | |
11/5/2024 | Verus Capital Partners LLC | 44,669 | $2.72M | 0.2% | N/A | 0.238% | |
11/4/2024 | Bond & Devick Financial Network Inc. | 62,883 | $3.83M | 1.6% | +485.7% | 0.335% | |
11/4/2024 | Ashton Thomas Securities LLC | 31,900 | $1.95M | 0.4% | +53.1% | 0.170% | |
10/31/2024 | Cozad Asset Management Inc. | 9,355 | $570K | 0.1% | N/A | 0.050% | |
10/31/2024 | Trademark Financial Management LLC | 7,512 | $458K | 0.4% | -18.0% | 0.040% | |
10/31/2024 | Concurrent Investment Advisors LLC | 10,116 | $617K | 0.0% | -3.6% | 0.054% | |
10/29/2024 | Janney Montgomery Scott LLC | 22,843 | $1.39M | 0.0% | +361.7% | 0.122% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 70,287 | $4.29M | 0.4% | +11.2% | 0.374% | |
10/28/2024 | Summit Wealth Partners LLC | 12,406 | $756K | 0.1% | +22.3% | 0.066% | |
10/25/2024 | Wells Trecaso Financial Group LLC | 16,219 | $989K | 0.3% | +10.9% | 0.086% | |
10/23/2024 | West Michigan Advisors LLC | 62,509 | $3.81M | 1.2% | +2.1% | 0.333% | |
10/22/2024 | Syntegra Private Wealth Group LLC | 800,677 | $48.81M | 5.6% | N/A | 4.266% | |
10/22/2024 | Private Advisor Group LLC | 16,477 | $1.00M | 0.0% | -3.1% | 0.088% | |
2025: Crypto Opportunities You Can’t Afford to Miss (Ad) Cryptocurrencies are once again gaining incredible momentum, and savvy investors are positioning themselves to capitalize on this surge in 2025. The question is—will you be among them? With groundbreaking advancements and increasing institutional adoption on the horizon, there's never been a better time to explore the potential gains in crypto.
What’s Fueling the Crypto Comeback? Get our comprehensive guide, Navigating the Future: Cryptos to Watch in 2025 |
10/22/2024 | Leo Wealth LLC | 17,047 | $1.04M | 0.1% | +10.0% | 0.091% | |
10/21/2024 | Stewardship Advisors LLC | 71,098 | $4.33M | 1.2% | -37.7% | 0.379% | |
10/21/2024 | Bluesphere Advisors LLC | 7,352 | $448K | 0.2% | N/A | 0.039% | |
10/21/2024 | Triad Wealth Partners LLC | 45,214 | $2.76M | 1.5% | -27.4% | 0.241% | |
10/16/2024 | Cornerstone Wealth Management LLC | 5,268 | $321K | 0.0% | +27.5% | 0.028% | |
10/16/2024 | PCG Wealth Advisors LLC | 44,103 | $2.69M | 1.0% | +9.3% | 0.235% | |
10/16/2024 | MN Wealth Advisors LLC | 5,443 | $332K | 0.2% | +7.3% | 0.029% | |
10/11/2024 | Redhawk Wealth Advisors Inc. | 98,936 | $6.03M | 0.9% | +318.8% | 0.527% | |
10/11/2024 | Wagner Wealth Management LLC | 311,088 | $18.96M | 5.1% | +8.0% | 1.657% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 41,532 | $2.53M | 0.1% | +25.9% | 0.221% | |
10/9/2024 | Modus Advisors LLC | 3,316 | $202K | 0.1% | N/A | 0.018% | |
10/8/2024 | CWM LLC | 346,824 | $21.14M | 0.1% | +56.1% | 1.848% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 4,541 | $277K | 0.0% | +10.9% | 0.024% | |
10/7/2024 | Choice Wealth Advisors LLC | 149,392 | $9.11M | 4.6% | +3.0% | 0.796% | |
10/7/2024 | Lakeridge Wealth Management LLC | 63,713 | $3.88M | 2.1% | +2.5% | 0.339% | |
10/3/2024 | Rockland Trust Co. | 12,820 | $782K | 0.0% | -26.3% | 0.068% | |
9/11/2024 | Summit Wealth Partners LLC | 10,142 | $574K | 0.1% | N/A | 0.054% | |
8/22/2024 | Cetera Investment Advisers | 86,803 | $4.92M | 0.0% | +116.5% | 0.462% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 153,904 | $8.72M | 0.0% | +315.1% | 0.820% | |
8/16/2024 | Creative Planning | 9,922 | $562K | 0.0% | -6.5% | 0.053% | |
8/16/2024 | Ascent Group LLC | 3,906 | $221K | 0.0% | N/A | 0.021% | |
8/13/2024 | Thrivent Financial for Lutherans | 9,144 | $518K | 0.0% | +42.1% | 0.049% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 29,216 | $1.66M | 0.0% | -0.7% | 0.156% | |
8/8/2024 | Hazlett Burt & Watson Inc. | 1,760 | $99K | 0.1% | +76.0% | 0.009% | |
8/8/2024 | LPL Financial LLC | 823,727 | $46.66M | 0.0% | +23.8% | 4.389% | |
8/6/2024 | Flynn Zito Capital Management LLC | 113,595 | $6.43M | 3.3% | N/A | 0.605% | |
8/5/2024 | Private Advisor Group LLC | 16,999 | $963K | 0.0% | +6.1% | 0.091% | |
7/31/2024 | Commonwealth Equity Services LLC | 39,570 | $2.24M | 0.0% | +40.8% | 0.211% | |
7/31/2024 | Concurrent Investment Advisors LLC | 10,490 | $594K | 0.0% | -10.4% | 0.056% | |
7/31/2024 | Trademark Financial Management LLC | 9,165 | $519K | 0.4% | -19.7% | 0.049% | |
7/29/2024 | Ameritas Advisory Services LLC | 38,500 | $2.18M | 0.1% | N/A | 0.205% | |
7/27/2024 | Zimmermann Investment Management & Planning LLC | 30,850 | $1.75M | 0.6% | +23.5% | 0.164% | |
7/25/2024 | Systelligence LLC | 196,878 | $11.15M | 3.0% | -6.5% | 1.049% | |
7/25/2024 | Destiny Wealth Partners LLC | 60,252 | $3.41M | 0.6% | -47.8% | 0.321% | |
7/24/2024 | MN Wealth Advisors LLC | 5,073 | $287K | 0.2% | N/A | 0.027% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 32,977 | $1.87M | 0.1% | +59.0% | 0.176% | |
7/23/2024 | Rockland Trust Co. | 17,404 | $986K | 0.1% | -31.2% | 0.093% | |
7/22/2024 | Atria Wealth Solutions Inc. | 14,242 | $807K | 0.0% | +62.1% | 0.076% | |
7/18/2024 | Triad Wealth Partners LLC | 62,270 | $3.53M | 1.8% | +18.6% | 0.332% | |
7/17/2024 | CGC Financial Services LLC | 320,336 | $18.14M | 7.9% | N/A | 1.707% | |
7/17/2024 | Redhawk Wealth Advisors Inc. | 23,626 | $1.34M | 0.2% | -28.6% | 0.126% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 9,135 | $517K | 0.0% | +148.4% | 0.049% | |
7/16/2024 | PCG Wealth Advisors LLC | 40,352 | $2.29M | 1.0% | +21.7% | 0.215% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 4,096 | $232K | 0.0% | N/A | 0.022% | |
7/15/2024 | Fifth Third Securities Inc. | 15,077 | $854K | 0.1% | N/A | 0.080% | |
7/15/2024 | Choice Wealth Advisors LLC | 145,089 | $8.22M | 4.4% | N/A | 0.773% | |
7/10/2024 | Stewardship Advisors LLC | 114,088 | $6.46M | 2.1% | +15.1% | 0.608% | |
7/10/2024 | CWM LLC | 222,178 | $12.58M | 0.1% | +42.1% | 1.184% | |
5/24/2024 | Cetera Investment Advisers | 40,099 | $2.35M | 0.0% | +62.3% | 0.214% | |
5/9/2024 | Leo Wealth LLC | 54,031 | $3.14M | 0.3% | +30.3% | 0.297% | |
2025: Crypto Opportunities You Can’t Afford to Miss (Ad) Cryptocurrencies are once again gaining incredible momentum, and savvy investors are positioning themselves to capitalize on this surge in 2025. The question is—will you be among them? With groundbreaking advancements and increasing institutional adoption on the horizon, there's never been a better time to explore the potential gains in crypto.
What’s Fueling the Crypto Comeback? Get our comprehensive guide, Navigating the Future: Cryptos to Watch in 2025 |
5/8/2024 | US Bancorp DE | 32,284 | $1.89M | 0.0% | -6.5% | 0.177% | |
5/8/2024 | O Dell Group LLC | 7,128 | $417K | 0.1% | +3.5% | 0.039% | |
5/8/2024 | Trademark Financial Management LLC | 11,412 | $668K | 0.6% | -7.3% | 0.063% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 3,678 | $215K | 0.0% | N/A | 0.020% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 20,737 | $1.21M | 0.1% | +1,480.6% | 0.114% | |
4/30/2024 | Private Advisor Group LLC | 16,018 | $938K | 0.0% | -9.6% | 0.088% | |
4/30/2024 | Lakeridge Wealth Management LLC | 59,807 | $3.50M | 2.3% | +0.5% | 0.328% | |
4/30/2024 | Hazlett Burt & Watson Inc. | 1,000 | $60K | 0.0% | N/A | 0.005% | |
4/29/2024 | Commonwealth Equity Services LLC | 28,111 | $1.65M | 0.0% | +65.8% | 0.154% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 29,416 | $1.72M | 0.0% | +35.2% | 0.161% | |