8/1/2025 | Advisory Alpha LLC | 7,784 | $417K | 0.0% | -3.9% | 0.064% | |
8/1/2025 | Envestnet Asset Management Inc. | 7,100 | $380K | 0.0% | -50.0% | 0.058% | |
7/31/2025 | Interchange Capital Partners LLC | 11,645 | $623K | 0.1% | -9.6% | 0.096% | |
7/29/2025 | Calamos Wealth Management LLC | 4,387 | $235K | 0.0% | N/A | 0.036% | |
7/29/2025 | Ballast Inc. | 48,309 | $2.59M | 1.1% | N/A | 0.397% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 12,341 | $661K | 0.0% | +20.0% | 0.101% | |
7/29/2025 | Stratos Wealth Partners LTD. | 18,458 | $988K | 0.0% | +116.4% | 0.152% | |
7/29/2025 | Private Trust Co. NA | 11,984 | $642K | 0.1% | +60.1% | 0.098% | |
7/29/2025 | Harbor Asset Planning Inc. | 49,346 | $2.64M | 2.5% | N/A | 0.405% | |
7/28/2025 | Evernest Financial Advisors LLC | 57,350 | $3.07M | 1.0% | -0.8% | 0.471% | |
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7/25/2025 | Atria Wealth Solutions Inc. | 17,689 | $965K | 0.0% | +25.8% | 0.145% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 6,129 | $328K | 0.0% | -30.8% | 0.050% | |
7/24/2025 | Live Oak Investment Partners | 24,075 | $1.29M | 1.0% | +5.3% | 0.198% | |
7/23/2025 | Clear Creek Financial Management LLC | 116,897 | $6.26M | 0.6% | +22.2% | 0.961% | |
7/23/2025 | Friedenthal Financial | 27,611 | $1.48M | 0.8% | +1.8% | 0.227% | |
7/23/2025 | Meitav Investment House Ltd. | 851,431 | $45.58M | 0.7% | -3.7% | 6.996% | |
7/23/2025 | SteelPeak Wealth LLC | 4,950 | $265K | 0.0% | -13.2% | 0.041% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 159,001 | $8.51M | 0.2% | +110.3% | 1.306% | |
7/21/2025 | FSA Wealth Partners Inc. | 30,247 | $1.62M | 0.8% | N/A | 0.249% | |
7/18/2025 | Access Financial Services Inc. | 33,365 | $1.79M | 0.7% | -4.1% | 0.274% | |
7/18/2025 | Truist Financial Corp | 9,183 | $492K | 0.0% | -4.6% | 0.076% | |
7/17/2025 | G&S Capital LLC | 57,752 | $3.09M | 1.2% | -1.3% | 0.475% | |
7/16/2025 | TigerOak Management L.L.C. | 120,010 | $6.42M | 2.2% | -0.2% | 0.987% | |
7/15/2025 | Affinity Wealth Management LLC | 628,222 | $33.63M | 5.4% | -0.7% | 5.166% | |
7/15/2025 | Financial Partners Group Inc | 3,855 | $206K | 0.0% | N/A | 0.032% | |
7/14/2025 | Park Avenue Securities LLC | 8,372 | $448K | 0.0% | +18.1% | 0.069% | |
7/11/2025 | Farther Finance Advisors LLC | 67,847 | $3.63M | 0.1% | +4.1% | 0.559% | |
7/11/2025 | Silver Oak Securities Incorporated | 3,764 | $201K | 0.0% | N/A | 0.031% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 128,961 | $7.05M | 0.0% | N/A | 1.063% | |
7/10/2025 | Focus Financial Network Inc. | 9,848 | $527K | 0.0% | +7.6% | 0.081% | |
7/7/2025 | Nova Wealth Management Inc. | 19,721 | $1.06M | 0.8% | +21.0% | 0.163% | |
7/7/2025 | Salem Investment Counselors Inc. | 1,500 | $80K | 0.0% | N/A | 0.012% | |
5/29/2025 | Nova Wealth Management Inc. | 16,293 | $797K | 0.7% | +35.2% | 0.137% | |
5/21/2025 | Geneos Wealth Management Inc. | 8,550 | $418K | 0.0% | -5.6% | 0.072% | |
5/16/2025 | Jones Financial Companies Lllp | 2,070 | $103K | 0.0% | -74.6% | 0.017% | |
5/16/2025 | NewEdge Advisors LLC | 275,714 | $13.49M | 0.1% | -2.9% | 2.301% | |
5/15/2025 | Royal Bank of Canada | 173,328 | $8.48M | 0.0% | +0.8% | 1.447% | |
5/14/2025 | Freedom Investment Management Inc. | 10,328 | $505K | 0.0% | -6.4% | 0.086% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 13,195 | $646K | 0.0% | +5.1% | 0.110% | |
5/14/2025 | Kestra Advisory Services LLC | 220,939 | $10.81M | 0.1% | +1.2% | 1.844% | |
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5/14/2025 | Capital Wealth Alliance LLC | 10,698 | $523K | 0.3% | -39.3% | 0.089% | |
5/14/2025 | PGIM Custom Harvest LLC | 38,962 | $1.91M | 0.0% | -21.8% | 0.325% | |
5/14/2025 | Joseph P. Lucia & Associates LLC | 51,241 | $2.51M | 1.1% | -2.4% | 0.428% | |
5/13/2025 | Raymond James Financial Inc. | 145,928 | $7.14M | 0.0% | -5.7% | 1.218% | |
5/13/2025 | Comprehensive Wealth Management LLC | 33,122 | $1.62M | 1.1% | +23.1% | 0.276% | |
5/12/2025 | National Bank of Canada FI | 22,562 | $1.10M | 0.0% | +10.9% | 0.188% | |
5/12/2025 | Evernest Financial Advisors LLC | 57,830 | $2.83M | 1.0% | +6.3% | 0.483% | |
5/9/2025 | Atria Wealth Solutions Inc. | 14,060 | $688K | 0.0% | +227.7% | 0.117% | |
5/9/2025 | PNC Financial Services Group Inc. | 955 | $47K | 0.0% | N/A | 0.008% | |
5/8/2025 | IFG Advisory LLC | 14,215 | $696K | 0.0% | +3.4% | 0.119% | |
5/8/2025 | US Bancorp DE | 1,107 | $54K | 0.0% | +53.5% | 0.009% | |
5/8/2025 | Private Advisory Group LLC | 64,031 | $3.13M | 0.4% | -0.7% | 0.534% | |
5/7/2025 | LPL Financial LLC | 386,356 | $18.90M | 0.0% | +2.5% | 3.225% | |
5/6/2025 | Cetera Investment Advisers | 41,175 | $2.02M | 0.0% | +40.0% | 0.344% | |
5/5/2025 | FAS Wealth Partners Inc. | 5,825 | $285K | 0.0% | -13.9% | 0.049% | |
5/5/2025 | Private Advisor Group LLC | 44,614 | $2.18M | 0.0% | -3.6% | 0.372% | |
5/2/2025 | Kingsview Wealth Management LLC | 11,601 | $568K | 0.0% | +5.0% | 0.097% | |
5/2/2025 | Burns Matteson Capital Management LLC | 30,064 | $1.47M | 0.7% | -1.1% | 0.251% | |
4/30/2025 | Stratos Wealth Partners LTD. | 8,530 | $417K | 0.0% | +36.5% | 0.071% | |
4/30/2025 | Interchange Capital Partners LLC | 12,881 | $630K | 0.2% | -2.2% | 0.108% | |
4/29/2025 | Envestnet Asset Management Inc. | 14,211 | $695K | 0.0% | +11.2% | 0.119% | |
4/28/2025 | TKG Advisors LLC | 81,757 | $4M | 2.0% | +3.2% | 0.682% | |
4/28/2025 | North Capital Inc. | 830 | $41K | 0.0% | N/A | 0.007% | |
4/28/2025 | Clear Creek Financial Management LLC | 95,644 | $4.68M | 0.5% | +81.6% | 0.798% | |
4/25/2025 | G&S Capital LLC | 58,512 | $2.86M | 1.2% | -0.7% | 0.488% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 16,540 | $805K | 0.0% | -14.7% | 0.127% | |
4/23/2025 | Live Oak Investment Partners | 22,874 | $1.12M | 0.9% | -9.1% | 0.175% | |
4/23/2025 | Spire Wealth Management | 4,826 | $236K | 0.0% | -11.1% | 0.037% | |
4/23/2025 | Oppenheimer & Co. Inc. | 39,083 | $1.91M | 0.0% | -16.6% | 0.299% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 44,711 | $2.19M | 0.0% | -2.8% | 0.342% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 8,861 | $434K | 0.0% | N/A | 0.068% | |
4/21/2025 | Friedenthal Financial | 27,118 | $1.33M | 0.8% | -6.4% | 0.207% | |
4/17/2025 | Access Financial Services Inc. | 34,786 | $1.70M | 0.7% | -2.7% | 0.266% | |
4/15/2025 | Davis Investment Partners LLC | 293,746 | $13.87M | 6.0% | +0.1% | 2.247% | |
4/15/2025 | Traction Financial Partners LLC | 32,102 | $1.57M | 1.2% | -10.7% | 0.246% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 75,608 | $3.70M | 0.1% | -55.5% | 0.578% | |
4/14/2025 | Farther Finance Advisors LLC | 65,198 | $3.21M | 0.1% | N/A | 0.499% | |
4/14/2025 | Park Avenue Securities LLC | 7,089 | $347K | 0.0% | N/A | 0.054% | |
4/11/2025 | SeaCrest Wealth Management LLC | 10,958 | $536K | 0.1% | -5.2% | 0.084% | |
4/11/2025 | Affinity Wealth Management LLC | 632,492 | $30.95M | 5.7% | +1.6% | 4.839% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 136,137 | $6.83M | 0.0% | -1.7% | 1.056% | |
2/18/2025 | First Heartland Consultants Inc. | 11,188 | $562K | 0.1% | +5.4% | 0.074% | |
2/17/2025 | Strategic Wealth Partners Ltd. | 123,854 | $6.40M | 0.5% | N/A | 0.817% | |
2/17/2025 | CoreCap Advisors LLC | 1,225 | $61K | 0.0% | +22.5% | 0.008% | |
2/17/2025 | Cetera Investment Advisers | 29,403 | $1.48M | 0.0% | +1.0% | 0.194% | |
2/17/2025 | Citadel Advisors LLC | 11,087 | $557K | 0.0% | N/A | 0.073% | |
2/17/2025 | Bank of America Corp DE | 839,011 | $42.12M | 0.0% | -0.6% | 5.534% | |
2/17/2025 | Ameriprise Financial Inc. | 236,212 | $11.85M | 0.0% | -2.1% | 1.558% | |
2/14/2025 | Comerica Bank | 1,587 | $80K | 0.0% | -43.6% | 0.010% | |
2/14/2025 | Lido Advisors LLC | 25,804 | $1.30M | 0.0% | +17.7% | 0.170% | |
This Crypto Is Set to Explode in January (Ad) This Could Be the Most Important Crypto Law in History
While the world celebrates Bitcoin becoming 2025’s top-performing asset, smart hedge funds are accumulating elsewhere.
During the upcoming Crypto Hedge Fund Summit, you'll discover exactly which coins they’ve loaded up on before this historic vote. Click here to claim your free seat! |
2/14/2025 | Stifel Financial Corp | 30,964 | $1.55M | 0.0% | -0.8% | 0.204% | |
2/14/2025 | Freedom Investment Management Inc. | 11,036 | $554K | 0.0% | -13.6% | 0.073% | |
2/13/2025 | NewEdge Advisors LLC | 283,842 | $14.25M | 0.1% | +0.2% | 1.872% | |
2/13/2025 | Mariner LLC | 6,959 | $349K | 0.0% | +8.3% | 0.046% | |
2/13/2025 | Raymond James Financial Inc. | 154,785 | $7.77M | 0.0% | N/A | 1.021% | |
2/13/2025 | Wells Fargo & Company MN | 227,101 | $11.40M | 0.0% | -9.4% | 1.498% | |
2/12/2025 | JPMorgan Chase & Co. | 7,310 | $367K | 0.0% | -6.9% | 0.048% | |
2/11/2025 | Signature Estate & Investment Advisors LLC | 10,133 | $509K | 0.0% | +5.8% | 0.067% | |
2/11/2025 | Interchange Capital Partners LLC | 13,173 | $660K | 0.2% | -28.4% | 0.087% | |
2/11/2025 | LPL Financial LLC | 376,864 | $18.92M | 0.0% | +6.8% | 2.486% | |