8/5/2025 | Beckerman Institutional LLC | 19,476 | $758K | 0.5% | -3.3% | 0.212% | |
8/5/2025 | Access Investment Management LLC | 4,675 | $182K | 0.1% | N/A | 0.051% | |
8/5/2025 | Bank of Montreal Can | 3,533 | $137K | 0.0% | -78.9% | 0.038% | |
8/1/2025 | Envestnet Asset Management Inc. | 15,346 | $597K | 0.0% | -9.5% | 0.167% | |
7/30/2025 | Studio Investment Management LLC | 32,575 | $1.27M | 0.3% | -1.7% | 0.354% | |
7/28/2025 | Cutler Investment Counsel LLC | 115,253 | $4.49M | 0.5% | -15.3% | 1.253% | |
7/24/2025 | Williams & Novak LLC | 13,090 | $509K | 0.4% | -8.6% | 0.142% | |
7/24/2025 | JFS Wealth Advisors LLC | 8,752 | $341K | 0.0% | -3.1% | 0.095% | |
7/24/2025 | IFP Advisors Inc | 3,963 | $154K | 0.0% | +19.8% | 0.043% | |
7/21/2025 | Ameritas Advisory Services LLC | 693 | $27K | 0.0% | N/A | 0.008% | |
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7/17/2025 | KWB Wealth | 51,289 | $2.00M | 0.2% | -9.1% | 0.557% | |
7/17/2025 | Charles Schwab Trust Co | 30,654 | $1.19M | 0.1% | -3.3% | 0.333% | |
7/15/2025 | Droms Strauss Advisors Inc. MO ADV | 108,654 | $4.23M | 1.3% | -1.5% | 1.181% | |
6/2/2025 | Modern Wealth Management LLC | 44,988 | $1.51M | 0.0% | N/A | 0.474% | |
5/20/2025 | Focus Partners Wealth | 13,177 | $441K | 0.0% | +2.6% | 0.142% | |
5/19/2025 | Jane Street Group LLC | 31,691 | $1.06M | 0.0% | +72.4% | 0.341% | |
5/16/2025 | Jones Financial Companies Lllp | 33,552 | $1.12M | 0.0% | +1,002.2% | 0.361% | |
5/15/2025 | Royal Bank of Canada | 45,158 | $1.51M | 0.0% | +26.1% | 0.486% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 7,585 | $254K | 0.0% | +26.8% | 0.082% | |
5/14/2025 | Flow Traders U.S. LLC | 56,879 | $1.90M | 0.1% | N/A | 0.612% | |
5/14/2025 | Sensible Money LLC | 12,217 | $409K | 0.2% | -2.3% | 0.131% | |
5/13/2025 | HighTower Advisors LLC | 187,329 | $6.27M | 0.0% | -1.7% | 2.014% | |
5/12/2025 | Invesco Ltd. | 461,670 | $15.46M | 0.0% | -8.2% | 4.964% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 5,510,044 | $184.46M | 0.0% | -4.3% | 59.248% | |
5/9/2025 | Wade Financial Advisory Inc | 45,889 | $1.54M | 0.5% | -3.8% | 0.493% | |
5/9/2025 | L & S Advisors Inc | 25,392 | $850K | 0.1% | +4.0% | 0.273% | |
5/8/2025 | Cutler Investment Counsel LLC | 136,003 | $4.55M | 0.5% | -30.8% | 1.462% | |
5/6/2025 | Opes Wealth Management LLC | 199,681 | $6.69M | 1.3% | -2.0% | 1.692% | |
5/5/2025 | IFP Advisors Inc | 3,308 | $111K | 0.0% | +6,261.5% | 0.028% | |
5/5/2025 | Beckerman Institutional LLC | 20,147 | $674K | 0.5% | +7.3% | 0.171% | |
5/2/2025 | Droms Strauss Advisors Inc. MO ADV | 110,364 | $3.70M | 1.3% | -3.4% | 0.935% | |
5/1/2025 | Westmount Partners LLC | 11,296 | $378K | 0.1% | N/A | 0.096% | |
4/30/2025 | Cerity Partners LLC | 7,724 | $259K | 0.0% | -13.0% | 0.065% | |
4/29/2025 | Envestnet Asset Management Inc. | 16,954 | $568K | 0.0% | -2.7% | 0.144% | |
4/22/2025 | JFS Wealth Advisors LLC | 9,036 | $302K | 0.0% | -11.2% | 0.077% | |
4/10/2025 | Charles Schwab Trust Co | 31,712 | $1.06M | 0.1% | -1.3% | 0.269% | |
4/10/2025 | KWB Wealth | 56,415 | $1.78M | 0.2% | -10.4% | 0.478% | |
2/17/2025 | Studio Investment Management LLC | 33,862 | $1.07M | 0.2% | +2.4% | 0.218% | |
2/17/2025 | Focus Partners Wealth | 12,839 | $406K | 0.0% | N/A | 0.083% | |
2/17/2025 | EP Wealth Advisors LLC | 6,021 | $190K | 0.0% | N/A | 0.039% | |
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2/17/2025 | Captrust Financial Advisors | 96,607 | $3.06M | 0.0% | -0.4% | 0.621% | |
2/17/2025 | Bank of America Corp DE | 17,092 | $540K | 0.0% | +39.4% | 0.110% | |
2/17/2025 | Ameriprise Financial Inc. | 92,649 | $2.93M | 0.0% | +4.9% | 0.596% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 18,875 | $597K | 0.0% | -3.2% | 0.121% | |
2/14/2025 | Jane Street Group LLC | 18,386 | $581K | 0.0% | -92.9% | 0.118% | |
2/14/2025 | Susquehanna International Group LLP | 77,067 | $2.44M | 0.0% | -71.6% | 0.496% | |
2/13/2025 | Bessemer Group Inc. | 1,468 | $46K | 0.0% | N/A | 0.009% | |
2/13/2025 | Raymond James Financial Inc. | 7,482 | $237K | 0.0% | N/A | 0.048% | |
2/13/2025 | Invesco Ltd. | 502,933 | $15.90M | 0.0% | +107.8% | 3.234% | |
2/13/2025 | Bank of Montreal Can | 16,363 | $517K | 0.0% | -73.7% | 0.105% | |
2/13/2025 | Cerity Partners LLC | 8,874 | $281K | 0.0% | -9.3% | 0.057% | |
2/13/2025 | Envestnet Asset Management Inc. | 17,416 | $551K | 0.0% | +2.5% | 0.112% | |
2/12/2025 | CIBC Private Wealth Group LLC | 1,320 | $42K | 0.0% | -58.5% | 0.008% | |
2/12/2025 | L & S Advisors Inc | 24,409 | $772K | 0.1% | +3.7% | 0.157% | |
2/11/2025 | LPL Financial LLC | 15,239 | $482K | 0.0% | -10.2% | 0.098% | |
2/10/2025 | Commonwealth Equity Services LLC | 32,253 | $1.02M | 0.0% | +3.5% | 0.207% | |
2/7/2025 | HighTower Advisors LLC | 190,594 | $6.03M | 0.0% | -0.5% | 1.226% | |
2/6/2025 | Raymond James Financial Inc. | 7,482 | $237K | 0.0% | N/A | 0.048% | |
2/6/2025 | Charles Schwab Investment Management Inc. | 5,756,036 | $182.01M | 0.0% | -4.7% | 37.016% | |
2/6/2025 | Jones Financial Companies Lllp | 3,044 | $96K | 0.0% | +71.5% | 0.020% | |
1/31/2025 | Droms Strauss Advisors Inc. MO ADV | 114,232 | $3.61M | 1.2% | +0.9% | 0.735% | |
1/31/2025 | Cutler Investment Counsel LLC | 196,659 | $6.22M | 0.8% | -17.7% | 1.265% | |
1/30/2025 | Opes Wealth Management LLC | 203,816 | $6.45M | 1.3% | +0.7% | 1.311% | |
1/30/2025 | Allworth Financial LP | 3,606 | $117K | 0.0% | -18.7% | 0.023% | |
1/23/2025 | Wade Financial Advisory Inc | 47,713 | $1.51M | 0.5% | +1.7% | 0.307% | |
1/23/2025 | Asset Dedication LLC | 15,196 | $480K | 0.0% | -5.5% | 0.098% | |
1/16/2025 | Charles Schwab Trust Co | 32,115 | $1.02M | 0.1% | -1.7% | 0.207% | |
1/14/2025 | KWB Wealth | 62,980 | $1.99M | 0.2% | +1.3% | 0.405% | |
11/15/2024 | Jane Street Group LLC | 258,327 | $9.08M | 0.0% | +142.0% | 1.661% | |
11/15/2024 | HighTower Advisors LLC | 191,643 | $6.73M | 0.0% | +0.5% | 1.232% | |
11/14/2024 | Flow Traders U.S. LLC | 54,250 | $1.91M | 0.1% | -58.9% | 0.349% | |
11/14/2024 | Captrust Financial Advisors | 97,010 | $3.41M | 0.0% | -16.4% | 0.624% | |
11/13/2024 | FMR LLC | 7,315 | $257K | 0.0% | +18.6% | 0.047% | |
11/13/2024 | Bank of Montreal Can | 62,221 | $2.19M | 0.0% | +62.7% | 0.400% | |
11/12/2024 | Studio Investment Management LLC | 33,084 | $1.16M | 0.2% | +6.5% | 0.213% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 6,038,612 | $212.26M | 0.0% | -28.5% | 38.834% | |
11/12/2024 | L & S Advisors Inc | 23,528 | $827K | 0.1% | -2.5% | 0.151% | |
11/6/2024 | Cutler Investment Counsel LLC | 238,904 | $8.40M | 1.1% | -25.5% | 1.536% | |
11/5/2024 | Aptus Capital Advisors LLC | 1,951 | $69K | 0.0% | +19.4% | 0.013% | |
11/1/2024 | Klingman & Associates LLC | 23,721 | $834K | 0.1% | -2.4% | 0.153% | |
11/1/2024 | Beckerman Institutional LLC | 18,987 | $667K | 0.6% | N/A | 0.122% | |
10/31/2024 | Droms Strauss Advisors Inc. MO ADV | 113,223 | $3.98M | 1.4% | +1.0% | 0.728% | |
10/29/2024 | Opes Wealth Management LLC | 202,424 | $7.12M | 1.4% | -0.7% | 1.302% | |
10/28/2024 | Wade Financial Advisory Inc | 46,928 | $1.65M | 0.6% | -2.7% | 0.302% | |
10/28/2024 | US Bancorp DE | 1,371 | $48K | 0.0% | N/A | 0.009% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 7,263 | $255K | 0.0% | +13.4% | 0.047% | |
10/23/2024 | Allworth Financial LP | 4,438 | $156K | 0.0% | -36.1% | 0.029% | |
10/22/2024 | Sequoia Financial Advisors LLC | 13,804 | $485K | 0.0% | +21.5% | 0.089% | |
10/16/2024 | Sensible Money LLC | 12,499 | $439K | 0.2% | -26.6% | 0.080% | |
10/16/2024 | Asset Dedication LLC | 16,080 | $565K | 0.0% | -23.7% | 0.103% | |
New Federal Land Rush About to Start? (Ad) A $100 Trillion Wealth Shift Is Already Underway
Lithium. Oil. Gold. Trillions in U.S. resources are being quietly opened to the public, and former hedge fund firm manager Whitney Tilson believes this is the best chance in years to turn a small stake into huge gains. He's naming one $10 stock leading this "US: IPO" boom. Click here to see the full story. |
10/11/2024 | Creative Planning | 36,201 | $1.27M | 0.0% | +33.7% | 0.233% | |
10/8/2024 | Williams & Novak LLC | 13,560 | $477K | 0.4% | -30.0% | 0.087% | |
10/7/2024 | KWB Wealth | 62,142 | $2.01M | 0.3% | +0.8% | 0.400% | |
9/18/2024 | Sensible Money LLC | 17,035 | $551K | 0.3% | -5.9% | 0.110% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 2,715 | $88K | 0.0% | +74.4% | 0.017% | |
8/16/2024 | Creative Planning | 27,068 | $875K | 0.0% | +9.4% | 0.174% | |
8/16/2024 | Susquehanna International Group LLP | 107,335 | $3.47M | 0.0% | +90.3% | 0.690% | |
8/14/2024 | Bank of Montreal Can | 38,250 | $1.27M | 0.0% | -18.9% | 0.246% | |
8/13/2024 | Merriman Wealth Management LLC | 124,309 | $4.02M | 0.2% | -1.5% | 0.799% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 19,223 | $621K | 0.0% | +5.3% | 0.124% | |