1/17/2025 | Private Wealth Group LLC | 148,988 | $4.49M | 2.2% | +0.3% | 1.109% | |
1/16/2025 | Royal Fund Management LLC | 16,685 | $502K | 0.0% | -53.3% | 0.124% | |
1/16/2025 | Koshinski Asset Management Inc. | 14,173 | $427K | 0.0% | -6.7% | 0.105% | |
1/15/2025 | Ameritas Advisory Services LLC | 56,982 | $1.72M | 0.1% | -58.4% | 0.424% | |
1/15/2025 | Empirical Asset Management LLC | 7,940 | $239K | 0.0% | -15.5% | 0.059% | |
1/15/2025 | Certified Advisory Corp | 15,702 | $473K | 0.1% | -95.5% | 0.117% | |
1/14/2025 | SignalPoint Asset Management LLC | 45,520 | $1.37M | 0.3% | -3.2% | 0.339% | |
1/13/2025 | Friedenthal Financial | 48,337 | $1.46M | 0.9% | -1.3% | 0.360% | |
11/15/2024 | Jane Street Group LLC | 38,719 | $1.25M | 0.0% | +213.9% | 0.288% | |
11/15/2024 | Stifel Financial Corp | 25,840 | $836K | 0.0% | +3.4% | 0.192% | |
|
11/15/2024 | Quantinno Capital Management LP | 15,110 | $489K | 0.0% | +26.8% | 0.112% | |
11/15/2024 | HighTower Advisors LLC | 46,156 | $1.49M | 0.0% | -5.0% | 0.343% | |
11/13/2024 | Freedom Investment Management Inc. | 7,866 | $255K | 0.0% | -6.0% | 0.059% | |
11/13/2024 | FMR LLC | 7,962 | $258K | 0.0% | -6.2% | 0.059% | |
11/12/2024 | Cahill Financial Advisors Inc. | 42,105 | $1.36M | 0.2% | +3.5% | 0.313% | |
11/12/2024 | Certified Advisory Corp | 352,619 | $11.41M | 1.3% | +0.1% | 2.624% | |
11/8/2024 | Stonebridge Financial Planning Group LLC | 17,483 | $566K | 0.3% | -27.0% | 0.130% | |
11/8/2024 | Avior Wealth Management LLC | 4,050 | $131K | 0.0% | -22.3% | 0.030% | |
11/7/2024 | Planning Directions Inc. | 33,328 | $1.08M | 0.6% | -4.5% | 0.248% | |
11/5/2024 | First Heartland Consultants Inc. | 29,193 | $945K | 0.1% | -10.8% | 0.217% | |
10/30/2024 | Ameritas Advisory Services LLC | 136,976 | $4.43M | 0.2% | -35.1% | 1.019% | |
10/29/2024 | Optas LLC | 15,619 | $506K | 0.1% | -8.1% | 0.116% | |
10/29/2024 | Private Wealth Group LLC | 148,602 | $4.81M | 2.4% | -6.1% | 1.106% | |
10/28/2024 | Focus Financial Network Inc. | 24,278 | $786K | 0.0% | -12.9% | 0.181% | |
10/25/2024 | Strategic Blueprint LLC | 6,943 | $225K | 0.0% | -15.9% | 0.052% | |
10/24/2024 | Fortune Financial Advisors LLC | 8,848 | $286K | 0.3% | -11.3% | 0.066% | |
10/23/2024 | Allworth Financial LP | 2,599 | $84K | 0.0% | -43.4% | 0.019% | |
10/23/2024 | Blackston Financial Advisory Group LLC | 14,981 | $485K | 0.3% | N/A | 0.111% | |
10/23/2024 | Walker Asset Management LLC | 15,916 | $515K | 0.3% | -2.3% | 0.118% | |
10/23/2024 | Yoder Wealth Management Inc. | 27,799 | $900K | 0.5% | +3.2% | 0.207% | |
10/22/2024 | DHJJ Financial Advisors Ltd. | 44,211 | $1.43M | 0.6% | -3.0% | 0.329% | |
10/22/2024 | TFG Advisers LLC | 17,079 | $553K | 0.2% | -8.3% | 0.127% | |
10/22/2024 | Weaver Capital Management LLC | 74,404 | $2.41M | 0.7% | +1.0% | 0.554% | |
10/22/2024 | Private Advisor Group LLC | 41,174 | $1.33M | 0.0% | +10.0% | 0.306% | |
10/18/2024 | Friedenthal Financial | 48,972 | $1.59M | 0.9% | +2.8% | 0.364% | |
10/11/2024 | Creative Planning | 9,618 | $311K | 0.0% | +7.0% | 0.072% | |
10/11/2024 | Affiance Financial LLC | 166,834 | $5.40M | 1.3% | +3.7% | 1.241% | |
10/10/2024 | Koshinski Asset Management Inc. | 15,195 | $492K | 0.0% | -7.9% | 0.113% | |
10/9/2024 | Pacific Sun Financial Corp | 77,595 | $2.51M | 1.4% | -5.4% | 0.577% | |
10/7/2024 | SignalPoint Asset Management LLC | 47,031 | $1.53M | 0.4% | +0.8% | 0.350% | |
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10/7/2024 | WealthBridge Capital Management LLC | 67,153 | $2.17M | 0.6% | -1.4% | 0.500% | |
8/22/2024 | Cetera Investment Advisers | 129,350 | $3.96M | 0.0% | -0.7% | 0.962% | |
8/21/2024 | Advisory Alpha LLC | 8,000 | $245K | 0.0% | -6.7% | 0.060% | |
8/21/2024 | Truist Financial Corp | 51,023 | $1.56M | 0.0% | +8.0% | 0.380% | |
8/14/2024 | Certified Advisory Corp | 352,131 | $10.78M | 1.4% | +0.1% | 2.620% | |
8/8/2024 | Envestnet Asset Management Inc. | 167,282 | $5.12M | 0.0% | -7.1% | 1.245% | |
8/8/2024 | Thoroughbred Financial Services LLC | 42,635 | $1.31M | 0.1% | +8.5% | 0.317% | |
8/8/2024 | Stonebridge Financial Planning Group LLC | 23,956 | $733K | 0.4% | -64.1% | 0.178% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 3,009 | $92K | 0.0% | N/A | 0.022% | |
8/5/2024 | Private Advisor Group LLC | 37,444 | $1.15M | 0.0% | -1.5% | 0.279% | |
8/2/2024 | Weaver Capital Management LLC | 73,650 | $2.25M | 0.7% | +3.5% | 0.548% | |
8/1/2024 | Affiance Financial LLC | 160,860 | $4.92M | 1.3% | -2.4% | 1.197% | |
7/31/2024 | Commonwealth Equity Services LLC | 111,628 | $3.42M | 0.0% | -26.5% | 0.831% | |
7/29/2024 | Ameritas Advisory Services LLC | 211,059 | $6.46M | 0.2% | +3.0% | 1.570% | |
7/27/2024 | Strategic Blueprint LLC | 8,253 | $253K | 0.0% | -6.9% | 0.061% | |
7/26/2024 | Harbour Investments Inc. | 13,054 | $400K | 0.0% | +8.7% | 0.097% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 137,383 | $4.21M | 0.0% | -17.7% | 1.022% | |
7/26/2024 | TFG Advisers LLC | 18,615 | $570K | 0.2% | -2.6% | 0.139% | |
7/25/2024 | First Heartland Consultants Inc. | 32,740 | $1.00M | 0.1% | -1.7% | 0.244% | |
7/25/2024 | Private Wealth Group LLC | 158,234 | $4.84M | 2.5% | -3.9% | 1.177% | |
7/24/2024 | Joseph P. Lucia & Associates LLC | 53,130 | $1.63M | 0.8% | -4.9% | 0.395% | |
7/22/2024 | Focus Financial Network Inc. | 27,879 | $880K | 0.0% | -64.4% | 0.207% | |
7/22/2024 | Carnegie Investment Counsel | 7,770 | $238K | 0.0% | -58.1% | 0.058% | |
7/19/2024 | Pacific Sun Financial Corp | 82,000 | $2.51M | 1.5% | -3.7% | 0.610% | |
7/18/2024 | Royal Fund Management LLC | 109,767 | $3.37M | 0.3% | +3.8% | 0.817% | |
7/16/2024 | Friedenthal Financial | 47,654 | $1.46M | 0.9% | +7.1% | 0.355% | |
7/15/2024 | Fifth Third Securities Inc. | 9,342 | $286K | 0.0% | -15.6% | 0.070% | |
7/13/2024 | Retirement Planning Group LLC | 12,409 | $380K | 0.0% | -11.0% | 0.092% | |
7/12/2024 | DHJJ Financial Advisors Ltd. | 45,562 | $1.40M | 0.6% | -0.8% | 0.339% | |
7/10/2024 | Csenge Advisory Group | 75,000 | $2.30M | 0.1% | +7.7% | 0.558% | |
5/24/2024 | Cetera Advisors LLC | 34,205 | $1.13M | 0.0% | -1.0% | 0.255% | |
5/24/2024 | Cetera Investment Advisers | 130,262 | $4.29M | 0.0% | +1,703.4% | 0.969% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 22,301 | $734K | 0.0% | -31.4% | 0.166% | |
5/9/2024 | Planning Directions Inc. | 42,675 | $1.41M | 1.0% | -24.9% | 0.318% | |
5/9/2024 | Koshinski Asset Management Inc. | 22,642 | $746K | 0.1% | -15.9% | 0.168% | |
5/8/2024 | Avantax Advisory Services Inc. | 10,040 | $331K | 0.0% | -10.6% | 0.075% | |
5/8/2024 | Thoroughbred Financial Services LLC | 39,291 | $1.29M | 0.1% | -7.8% | 0.292% | |
5/6/2024 | TFG Advisers LLC | 19,111 | $629K | 0.2% | -12.2% | 0.142% | |
5/6/2024 | Advisory Alpha LLC | 8,578 | $282K | 0.0% | -6.1% | 0.064% | |
5/4/2024 | Csenge Advisory Group | 69,668 | $2.29M | 0.1% | +12.0% | 0.514% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 55,855 | $1.84M | 1.0% | -3.8% | 0.412% | |
5/1/2024 | Retirement Group LLC | 905 | $30K | 0.0% | -75.2% | 0.007% | |
4/30/2024 | Private Advisor Group LLC | 37,998 | $1.25M | 0.0% | -2.5% | 0.280% | |
4/30/2024 | WealthBridge Capital Management LLC | 69,756 | $2.30M | 0.8% | -1.0% | 0.515% | |
4/29/2024 | Commonwealth Equity Services LLC | 151,847 | $5M | 0.0% | -3.5% | 1.121% | |
4/25/2024 | Private Wealth Group LLC | 164,661 | $5.42M | 2.8% | -5.1% | 1.215% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 166,900 | $5.50M | 0.0% | -4.8% | 1.232% | |
4/23/2024 | Strategic Blueprint LLC | 8,868 | $292K | 0.0% | -15.0% | 0.065% | |
4/19/2024 | Yoder Wealth Management Inc. | 26,826 | $883K | 0.6% | -2.3% | 0.198% | |
4/19/2024 | Monument Capital Management | 21,571 | $710K | 0.2% | -37.8% | 0.100% | |
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 |
4/17/2024 | Legend Financial Advisors Inc. | 1,088 | $36K | 0.0% | -50.0% | 0.005% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 30,057 | $990K | 0.0% | -77.6% | 0.139% | |
4/15/2024 | Affiance Financial LLC | 164,763 | $5.43M | 1.5% | -31.7% | 0.763% | |
4/11/2024 | Royal Fund Management LLC | 105,706 | $3.48M | 0.3% | +14.1% | 0.490% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 45,945 | $1.51M | 0.7% | -2.1% | 0.213% | |
3/22/2024 | PNC Financial Services Group Inc. | 8,410 | $264K | 0.0% | N/A | 0.039% | |
2/14/2024 | Vista Investment Management | 9,205 | $289K | 0.1% | N/A | 0.043% | |
2/13/2024 | TFG Advisers LLC | 21,764 | $683K | 0.3% | N/A | 0.101% | |
2/12/2024 | Laidlaw Wealth Management LLC | 16,345 | $513K | 0.2% | N/A | 0.076% | |
2/12/2024 | Focus Financial Network Inc. ADV | 87,266 | $2.74M | 0.1% | N/A | 0.404% | |