4/15/2025 | GPS Wealth Strategies Group LLC | 636 | $82K | 0.0% | -18.6% | 0.001% | |
4/15/2025 | Zhang Financial LLC | 29,819 | $3.84M | 0.2% | +1.0% | 0.043% | |
4/15/2025 | Noble Wealth Management PBC | 13,774 | $1.78M | 1.2% | -6.3% | 0.020% | |
4/15/2025 | Focus Financial Network Inc. | 1,838 | $237K | 0.0% | N/A | 0.003% | |
4/15/2025 | Petredis Investment Advisors LLC | 353,409 | $45.53M | 4.8% | -1.0% | 0.507% | |
4/15/2025 | Wealthcare Capital Management LLC | 6,548 | $844K | 0.1% | -5.1% | 0.009% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 108,341 | $13.96M | 0.4% | -1.2% | 0.156% | |
4/14/2025 | Farther Finance Advisors LLC | 10,350 | $1.33M | 0.0% | +352.0% | 0.015% | |
4/14/2025 | Compass Planning Associates Inc | 35,311 | $4.55M | 4.6% | +10.8% | 0.051% | |
4/14/2025 | OLD National Bancorp IN | 6,681 | $861K | 0.0% | -95.5% | 0.010% | |
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4/14/2025 | Wealthcare Capital Partners LLC | 17,611 | $2.27M | 1.2% | -6.1% | 0.025% | |
4/14/2025 | Patriot Financial Group Insurance Agency LLC | 10,208 | $1.32M | 0.2% | +18.7% | 0.015% | |
4/14/2025 | Sentinel Pension Advisors LLC | 3,225 | $416K | 0.1% | N/A | 0.005% | |
4/11/2025 | Procyon Advisors LLC | 11,902 | $1.53M | 0.1% | -2.5% | 0.017% | |
4/10/2025 | Breakwater Capital Group | 102,621 | $13.22M | 2.4% | +35.2% | 0.149% | |
4/10/2025 | Richard P Slaughter Associates Inc | 26,063 | $3.36M | 0.8% | -35.1% | 0.038% | |
4/9/2025 | ETF Portfolio Partners Inc. | 170,661 | $21.99M | 6.6% | -33.1% | 0.248% | |
4/9/2025 | Merit Financial Group LLC | 588,737 | $75.85M | 1.1% | +1.1% | 0.854% | |
4/9/2025 | Flagstar Advisors Inc. | 10,574 | $1.36M | 0.3% | +16.3% | 0.015% | |
4/8/2025 | James J. Burns & Company LLC | 82,787 | $10.67M | 1.9% | -0.3% | 0.120% | |
4/8/2025 | Welch Group LLC | 2,822 | $359K | 0.0% | N/A | 0.004% | |
3/27/2025 | Milestone Asset Management Group LLC | 20,346 | $2.54M | 2.3% | N/A | 0.030% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 41,701 | $5.21M | 0.0% | +474.3% | 0.062% | |
3/12/2025 | Centaurus Financial Inc. | 33,724 | $4.21M | 0.3% | +8.6% | 0.050% | |
3/11/2025 | Anchor Pointe Wealth Management LLC | 38,502 | $4.79M | 6.2% | N/A | 0.057% | |
2/26/2025 | LifeWealth Investments LLC | 10,817 | $1.35M | 0.9% | N/A | 0.016% | |
2/25/2025 | Armis Advisers LLC | 2,721 | $340K | 0.0% | N/A | 0.004% | |
2/24/2025 | Great Valley Advisor Group Inc. | 17,087 | $2.13M | 0.0% | +32.7% | 0.025% | |
2/24/2025 | Ameriflex Group Inc. | 219 | $29K | 0.0% | N/A | 0.000% | |
2/21/2025 | WNY Asset Management LLC | 46,420 | $5.80M | 0.7% | -0.2% | 0.069% | |
2/20/2025 | Revisor Wealth Management LLC | 10,700 | $1.38M | 1.3% | +44.4% | 0.016% | |
2/19/2025 | ARQ Wealth Advisors LLC | 87,792 | $10.97M | 4.2% | +8.7% | 0.142% | |
2/18/2025 | Continuum Advisory LLC | 3,630 | $453K | 0.1% | +5.3% | 0.006% | |
2/18/2025 | Mpwm Advisory Solutions LLC | 511 | $64K | 0.0% | N/A | 0.001% | |
2/17/2025 | Waverly Advisors LLC | 108,952 | $13.61M | 0.2% | +2,115.4% | 0.176% | |
2/17/2025 | Visionary Wealth Advisors | 5,890 | $736K | 0.0% | +1.8% | 0.010% | |
2/17/2025 | Royal Bank of Canada | 611,831 | $76.43M | 0.0% | +0.5% | 0.987% | |
2/17/2025 | Gotham Asset Management LLC | 11,166 | $1.40M | 0.0% | -1.6% | 0.018% | |
2/17/2025 | Focus Partners Wealth | 9,107 | $1.14M | 0.0% | N/A | 0.015% | |
2/17/2025 | Clark Capital Management Group Inc. | 8,000 | $999K | 0.0% | -2.8% | 0.013% | |
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2/17/2025 | D. E. Shaw & Co. Inc. | 2,500 | $312K | 0.0% | N/A | 0.004% | |
2/17/2025 | EP Wealth Advisors LLC | 12,181 | $1.52M | 0.0% | -2.6% | 0.020% | |
2/17/2025 | CoreCap Advisors LLC | 8,129 | $1.02M | 0.0% | +8.1% | 0.013% | |
2/17/2025 | Cornerstone Financial Group LLC NE | 4,790 | $598K | 0.6% | N/A | 0.008% | |
2/17/2025 | Cambridge Investment Research Advisors Inc. | 390,956 | $48.83M | 0.2% | -1.7% | 0.631% | |
2/17/2025 | Capital Advantage Inc. | 199,356 | $24.90M | 4.5% | +1.1% | 0.322% | |
2/17/2025 | Cetera Investment Advisers | 63,769 | $7.97M | 0.0% | +3.3% | 0.103% | |
2/17/2025 | Captrust Financial Advisors | 45,788 | $5.72M | 0.0% | -2.2% | 0.074% | |
2/17/2025 | Cary Street Partners Financial LLC | 11,319 | $1.41M | 0.0% | N/A | 0.018% | |
2/17/2025 | Brown Wealth Management LLC | 1,615 | $202K | 0.1% | N/A | 0.003% | |
2/17/2025 | Baird Financial Group Inc. | 168,761 | $21.08M | 0.0% | +3.3% | 0.272% | |
2/17/2025 | Bank of America Corp DE | 3,870,186 | $483.43M | 0.0% | +3.3% | 6.245% | |
2/17/2025 | BNP Paribas Financial Markets | 100,000 | $12.49M | 0.0% | +2,499,900.0% | 0.161% | |
2/17/2025 | Ameriprise Financial Inc. | 1,703,299 | $212.77M | 0.1% | +24.0% | 2.749% | |
2/17/2025 | Aptus Capital Advisors LLC | 2,063 | $258K | 0.0% | -6.1% | 0.003% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 20,283 | $2.53M | 0.0% | -9.9% | 0.033% | |
2/14/2025 | Jane Street Group LLC | 5,705 | $713K | 0.0% | N/A | 0.009% | |
2/14/2025 | Westbourne Investments Inc. | 3,811 | $476K | 0.3% | N/A | 0.006% | |
2/14/2025 | Comerica Bank | 48,374 | $6.04M | 0.0% | -0.5% | 0.078% | |
2/14/2025 | Lido Advisors LLC | 6,697 | $836K | 0.0% | N/A | 0.011% | |
2/14/2025 | Northern Trust Corp | 12,624 | $1.58M | 0.0% | -3.9% | 0.020% | |
2/14/2025 | Beacon Pointe Advisors LLC | 219,019 | $27.36M | 0.3% | -3.9% | 0.353% | |
2/14/2025 | Arkos Global Advisors | 11,126 | $1.39M | 0.2% | -19.5% | 0.018% | |
2/14/2025 | Integrated Wealth Concepts LLC | 22,714 | $2.84M | 0.0% | +77.6% | 0.037% | |
2/14/2025 | Coppell Advisory Solutions LLC | 329 | $41K | 0.0% | +316.5% | 0.001% | |
2/14/2025 | Stifel Financial Corp | 285,721 | $35.69M | 0.0% | +2.2% | 0.461% | |
2/14/2025 | Optivise Advisory Services LLC | 3,182 | $397K | 0.2% | +16.3% | 0.005% | |
2/14/2025 | Select Asset Management & Trust | 94,202 | $11.77M | 4.6% | +7.1% | 0.152% | |
2/14/2025 | TD Waterhouse Canada Inc. | 338 | $42K | 0.0% | +144.9% | 0.001% | |
2/14/2025 | Tower Research Capital LLC TRC | 1,129 | $141K | 0.0% | +188.0% | 0.002% | |
2/14/2025 | Tradition Wealth Management LLC | 24,816 | $3.10M | 0.3% | +5.1% | 0.040% | |
2/14/2025 | MML Investors Services LLC | 418,774 | $52.31M | 0.2% | -7.8% | 0.676% | |
2/13/2025 | Garden State Investment Advisory Services LLC | 2,633 | $329K | 0.1% | -2.8% | 0.004% | |
2/13/2025 | NewEdge Advisors LLC | 12,399 | $1.55M | 0.0% | +7.9% | 0.020% | |
2/13/2025 | Finward Bancorp | 13,378 | $1.67M | 1.4% | N/A | 0.022% | |
2/13/2025 | CreativeOne Wealth LLC | 4,252 | $531K | 0.0% | -3.0% | 0.007% | |
2/13/2025 | Mariner LLC | 24,118 | $3.01M | 0.0% | -2.0% | 0.039% | |
2/13/2025 | O ROURKE & COMPANY Inc | 5,972 | $746K | 0.4% | +16.7% | 0.010% | |
2/13/2025 | Keystone Financial Group | 5,551 | $693K | 0.1% | N/A | 0.009% | |
2/13/2025 | Synovus Financial Corp | 2,957 | $370K | 0.0% | -43.9% | 0.005% | |
2/13/2025 | BTG Pactual Asset Management US LLC | 185,087 | $24.19M | 2.5% | -5.1% | 0.299% | |
2/13/2025 | Townsquare Capital LLC | 1,711 | $214K | 0.0% | N/A | 0.003% | |
2/13/2025 | Rockefeller Capital Management L.P. | 460,163 | $57.48M | 0.1% | +0.9% | 0.743% | |
2/13/2025 | Glass Jacobson Investment Advisors llc | 24,708 | $3.09M | 1.0% | +3.1% | 0.040% | |
2/13/2025 | Texas Capital Bank Wealth Management Services Inc | 57,392 | $7.17M | 0.7% | -1.7% | 0.093% | |
2/13/2025 | Blue Edge Capital LLC | 170,233 | $21.26M | 3.3% | +14.0% | 0.275% | |
2/13/2025 | Bank of Hawaii | 16,711 | $2.09M | 0.1% | -2.0% | 0.027% | |
2/13/2025 | Renaissance Technologies LLC | 7,000 | $874K | 0.0% | -70.2% | 0.011% | |
2/13/2025 | Bank of Montreal Can | 8,346 | $1.04M | 0.0% | +2.4% | 0.013% | |
2/13/2025 | Cerity Partners LLC | 8,489 | $1.06M | 0.0% | +6.8% | 0.014% | |
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Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now. Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma |
2/13/2025 | Wedbush Securities Inc. | 1,815 | $227K | 0.0% | +12.4% | 0.003% | |
2/13/2025 | Envestnet Asset Management Inc. | 1,398,665 | $174.71M | 0.1% | -9.8% | 2.257% | |
2/13/2025 | Wells Fargo & Company MN | 609,304 | $76.11M | 0.0% | +1.5% | 0.983% | |
2/12/2025 | Resolute Advisors LLC | 39,242 | $4.90M | 1.0% | +0.6% | 0.063% | |
2/12/2025 | World Investment Advisors | 8,962 | $1.12M | 0.0% | +12.4% | 0.014% | |
2/12/2025 | Huntington National Bank | 1,436 | $179K | 0.0% | -14.4% | 0.002% | |
2/12/2025 | Hazlett Burt & Watson Inc. | 15,682 | $1.96M | 0.9% | -6.0% | 0.025% | |
2/12/2025 | CIBC Private Wealth Group LLC | 34,854 | $4.37M | 0.0% | +537.3% | 0.056% | |
2/12/2025 | Life Planning Partners Inc | 28,854 | $3.60M | 0.5% | N/A | 0.047% | |
2/12/2025 | RWA Wealth Partners LLC | 8,699 | $1.09M | 0.0% | +22.9% | 0.014% | |