8/1/2025 | Ashton Thomas Private Wealth LLC | 35,082 | $821K | 0.0% | +2.2% | 0.055% | |
8/1/2025 | Envestnet Asset Management Inc. | 105,259 | $2.46M | 0.0% | -8.7% | 0.164% | |
7/31/2025 | Wealthfront Advisers LLC | 23,679 | $554K | 0.0% | -19.9% | 0.037% | |
7/31/2025 | Brighton Jones LLC | 9,305 | $218K | 0.0% | -8.4% | 0.015% | |
7/31/2025 | Trademark Financial Management LLC | 37,307 | $873K | 0.5% | +7.4% | 0.058% | |
7/30/2025 | Crewe Advisors LLC | 2,256 | $53K | 0.0% | +71.4% | 0.004% | |
7/29/2025 | Cidel Asset Management Inc. | 550,560 | $12.88M | 0.8% | +6.2% | 0.860% | |
7/29/2025 | Foster & Motley Inc. | 155,611 | $3.64M | 0.2% | -6.6% | 0.243% | |
7/28/2025 | Aries Wealth Management | 204,934 | $4.79M | 1.3% | -1.8% | 0.320% | |
7/28/2025 | Revolve Wealth Partners LLC | 18,217 | $426K | 0.1% | -7.6% | 0.028% | |
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7/25/2025 | Sequoia Financial Advisors LLC | 50,614 | $1.18M | 0.0% | -3.9% | 0.079% | |
7/25/2025 | Apollon Wealth Management LLC | 21,512 | $503K | 0.0% | -14.8% | 0.034% | |
7/24/2025 | Lmcg Investments LLC | 103,445 | $2.42M | 0.2% | +32.1% | 0.162% | |
7/24/2025 | IFP Advisors Inc | 16,746 | $392K | 0.0% | +17.8% | 0.026% | |
7/23/2025 | RMG Wealth Management LLC | 1,705 | $41K | 0.0% | N/A | 0.003% | |
7/22/2025 | DAVENPORT & Co LLC | 24,910 | $583K | 0.0% | -18.0% | 0.039% | |
7/22/2025 | Three Bridge Wealth Advisors LLC | 8,643 | $202K | 0.1% | N/A | 0.014% | |
7/21/2025 | Ameritas Advisory Services LLC | 2,015 | $47K | 0.0% | N/A | 0.003% | |
7/18/2025 | SigFig Wealth Management LLC | 117,452 | $2.75M | 0.1% | +18.6% | 0.184% | |
7/17/2025 | KWB Wealth | 88,509 | $1.92M | 0.2% | -20.2% | 0.138% | |
7/17/2025 | Charles Schwab Trust Co | 78,742 | $1.84M | 0.1% | +6.0% | 0.123% | |
7/16/2025 | Prairiewood Capital LLC | 22,506 | $526K | 0.2% | -2.6% | 0.035% | |
7/16/2025 | ORG Partners LLC | 54,017 | $1.27M | 0.3% | N/A | 0.084% | |
7/16/2025 | One Plus One Wealth Management LLC | 176,174 | $4.12M | 2.2% | +80.7% | 0.275% | |
7/16/2025 | Kathmere Capital Management LLC | 116,415 | $2.72M | 0.2% | -0.9% | 0.182% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 135,762 | $3.22M | 0.0% | -53.5% | 0.212% | |
7/9/2025 | Breakwater Capital Group | 9,074 | $212K | 0.0% | N/A | 0.014% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 47,306 | $1.11M | 0.0% | +22.4% | 0.074% | |
5/21/2025 | Geneos Wealth Management Inc. | 1,719 | $37K | 0.0% | N/A | 0.003% | |
5/20/2025 | Focus Partners Wealth | 83,326 | $1.81M | 0.0% | N/A | 0.142% | |
5/19/2025 | Jane Street Group LLC | 218,040 | $4.74M | 0.0% | N/A | 0.371% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 34,338 | $747K | 0.0% | N/A | 0.058% | |
5/16/2025 | Jones Financial Companies Lllp | 1,684 | $37K | 0.0% | -60.2% | 0.003% | |
5/16/2025 | NewEdge Advisors LLC | 50,475 | $1.10M | 0.0% | +2.8% | 0.086% | |
5/15/2025 | Royal Bank of Canada | 385,081 | $8.37M | 0.0% | +38.5% | 0.655% | |
5/15/2025 | Baird Financial Group Inc. | 195,201 | $4.24M | 0.0% | +0.3% | 0.332% | |
5/15/2025 | OLD Mission Capital LLC | 60,948 | $1.33M | 0.0% | -89.7% | 0.104% | |
5/14/2025 | Ieq Capital LLC | 22,096 | $480K | 0.0% | N/A | 0.038% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 32,412 | $705K | 0.0% | +4.7% | 0.055% | |
5/14/2025 | Ameriprise Financial Inc. | 2,173,267 | $47.25M | 0.0% | -2.0% | 3.699% | |
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5/13/2025 | Raymond James Financial Inc. | 241,099 | $5.24M | 0.0% | +8.9% | 0.410% | |
5/13/2025 | HighTower Advisors LLC | 576,365 | $12.53M | 0.0% | +4.2% | 0.981% | |
5/12/2025 | Invesco Ltd. | 1,221,951 | $26.57M | 0.0% | +68.6% | 2.080% | |
5/12/2025 | Townsquare Capital LLC | 58,473 | $1.27M | 0.0% | -7.5% | 0.100% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 22,879,711 | $497.41M | 0.1% | -4.9% | 38.944% | |
5/9/2025 | PNC Financial Services Group Inc. | 4,556 | $99K | 0.0% | -24.8% | 0.008% | |
5/8/2025 | US Bancorp DE | 1,842 | $40K | 0.0% | -21.1% | 0.003% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 9,845 | $214K | 0.0% | -20.0% | 0.017% | |
5/8/2025 | Foster & Motley Inc. | 166,650 | $3.62M | 0.2% | -5.2% | 0.284% | |
5/8/2025 | NorthRock Partners LLC | 2,087 | $45K | 0.0% | N/A | 0.004% | |
5/7/2025 | Maridea Wealth Management LLC | 10,347 | $225K | 0.1% | N/A | 0.018% | |
5/7/2025 | Atlas Legacy Advisors LLC | 142,214 | $3.14M | 0.8% | -71.7% | 0.242% | |
5/7/2025 | LPL Financial LLC | 1,007,690 | $21.91M | 0.0% | +14.5% | 1.715% | |
5/7/2025 | Drive Wealth Management LLC | 65,829 | $1.43M | 0.3% | -7.6% | 0.114% | |
5/6/2025 | Cetera Investment Advisers | 13,033 | $283K | 0.0% | N/A | 0.022% | |
5/6/2025 | Avantax Advisory Services Inc. | 83,664 | $1.82M | 0.0% | +23.8% | 0.144% | |
5/5/2025 | IFP Advisors Inc | 14,216 | $309K | 0.0% | +85.6% | 0.025% | |
5/5/2025 | Private Advisor Group LLC | 56,056 | $1.22M | 0.0% | +19.5% | 0.097% | |
5/2/2025 | Wealthfront Advisers LLC | 29,559 | $643K | 0.0% | -6.9% | 0.051% | |
5/1/2025 | Westmount Partners LLC | 20,107 | $437K | 0.1% | N/A | 0.035% | |
5/1/2025 | Kathmere Capital Management LLC | 117,499 | $2.55M | 0.2% | -3.3% | 0.203% | |
4/30/2025 | Crossmark Global Holdings Inc. | 88,586 | $1.93M | 0.0% | N/A | 0.153% | |
4/29/2025 | Fairway Wealth LLC | 2,096 | $46K | 0.0% | N/A | 0.004% | |
4/29/2025 | Envestnet Asset Management Inc. | 115,333 | $2.51M | 0.0% | -13.8% | 0.199% | |
4/29/2025 | Bank of New York Mellon Corp | 862,457 | $18.75M | 0.0% | -29.3% | 1.488% | |
4/29/2025 | Onyx Bridge Wealth Group LLC | 17,078 | $371K | 0.1% | -4.7% | 0.029% | |
4/28/2025 | Private Trust Co. NA | 1,750 | $38K | 0.0% | +629.2% | 0.003% | |
4/28/2025 | DAVENPORT & Co LLC | 30,390 | $661K | 0.0% | +3.5% | 0.052% | |
4/28/2025 | Cidel Asset Management Inc. | 518,521 | $11.27M | 0.7% | +9.0% | 0.895% | |
4/25/2025 | Trademark Financial Management LLC | 34,727 | $755K | 0.6% | +207.3% | 0.060% | |
4/24/2025 | Golden State Wealth Management LLC | 5,108 | $111K | 0.0% | +510,700.0% | 0.009% | |
4/23/2025 | Golden State Wealth Management LLC | 10,216 | $222K | 0.0% | +1,021,500.0% | 0.018% | |
4/23/2025 | Bessemer Group Inc. | 4,160 | $90K | 0.0% | -16.7% | 0.007% | |
4/22/2025 | JFS Wealth Advisors LLC | 14,212 | $309K | 0.0% | +4.4% | 0.025% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 16,288 | $354K | 0.0% | +7.6% | 0.028% | |
4/17/2025 | Brighton Jones LLC | 10,158 | $221K | 0.0% | -14.6% | 0.018% | |
4/17/2025 | Aries Wealth Management | 208,664 | $4.54M | 1.2% | -1.0% | 0.360% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 292,077 | $6.35M | 0.0% | +14.7% | 0.504% | |
4/15/2025 | Net Worth Advisory Group | 28,880 | $628K | 0.2% | -9.3% | 0.050% | |
4/15/2025 | Integrated Advisors Network LLC | 19,903 | $433K | 0.0% | N/A | 0.034% | |
4/14/2025 | One Plus One Wealth Management LLC | 97,472 | $2.12M | 1.2% | +3.5% | 0.168% | |
4/14/2025 | Revolve Wealth Partners LLC | 19,714 | $429K | 0.1% | +12.8% | 0.034% | |
4/10/2025 | Charles Schwab Trust Co | 74,279 | $1.62M | 0.1% | -2.5% | 0.128% | |
4/10/2025 | KWB Wealth | 110,864 | $2.27M | 0.3% | -12.1% | 0.191% | |
4/10/2025 | Lmcg Investments LLC | 78,290 | $1.70M | 0.1% | +64.8% | 0.135% | |
4/10/2025 | Johnson & White Wealth Management LLC | 269,640 | $5.86M | 3.3% | +4.8% | 0.465% | |
4/9/2025 | Flagstar Advisors Inc. | 15,569 | $338K | 0.1% | +6.0% | 0.027% | |
4/9/2025 | SigFig Wealth Management LLC | 99,052 | $2.15M | 0.1% | -2.4% | 0.171% | |
4/8/2025 | Rothschild Investment LLC | 173,399 | $3.77M | 0.3% | -0.5% | 0.299% | |
4/8/2025 | Lowe Wealth Advisors LLC | 53,029 | $1.15M | 0.5% | +6.0% | 0.092% | |
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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. |
4/7/2025 | Efficient Frontier Advisors LLC | 11,415 | $248K | 0.2% | -4.9% | 0.020% | |
4/1/2025 | MassMutual Private Wealth & Trust FSB | 38,641 | $840K | 0.0% | +113.3% | 0.067% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 254,570 | $5.21M | 0.0% | +0.6% | 0.439% | |
2/17/2025 | Waverly Advisors LLC | 95,315 | $1.95M | 0.0% | -2.5% | 0.153% | |
2/17/2025 | Fiduciary Trust Co | 122,915 | $2.52M | 0.0% | +25.8% | 0.197% | |
2/17/2025 | EP Wealth Advisors LLC | 10,258 | $210K | 0.0% | N/A | 0.016% | |
2/17/2025 | CoreCap Advisors LLC | 4,409 | $90K | 0.0% | +41.7% | 0.007% | |
2/17/2025 | Captrust Financial Advisors | 397,388 | $8.14M | 0.0% | -0.2% | 0.636% | |
2/17/2025 | Citadel Advisors LLC | 102,475 | $2.10M | 0.0% | +917.0% | 0.164% | |
2/17/2025 | Baird Financial Group Inc. | 194,552 | $3.98M | 0.0% | +3.4% | 0.312% | |