8/29/2025 | Evolution Wealth Management Inc. | 46,101 | $1.13M | 1.4% | N/A | 0.002% | |
8/29/2025 | Total Investment Management Inc. | 7,622 | $186K | 0.0% | N/A | 0.000% | |
8/29/2025 | Centaurus Financial Inc. | 17,264 | $422K | 0.0% | +9.3% | 0.001% | |
8/27/2025 | Orion Porfolio Solutions LLC | 963,340 | $23.54M | 0.2% | +1.3% | 0.042% | |
8/26/2025 | Thrivent Financial for Lutherans | 357,446 | $8.74M | 0.0% | N/A | 0.016% | |
8/22/2025 | Carter Financial Group INC. | 12,322 | $301K | 0.2% | N/A | 0.001% | |
8/20/2025 | Coppell Advisory Solutions LLC | 51,022 | $1.24M | 0.1% | -31.6% | 0.002% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 92,724 | $2.27M | 0.1% | N/A | 0.004% | |
8/19/2025 | Advisory Services Network LLC | 382,165 | $9.57M | 0.2% | +103.5% | 0.017% | |
8/19/2025 | Anchor Investment Management LLC | 1,130,555 | $27.63M | 2.4% | -0.2% | 0.049% | |
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8/19/2025 | Asset Dedication LLC | 415,339 | $10.15M | 0.7% | +1.3% | 0.018% | |
8/18/2025 | Tyler Stone Wealth Management | 14,594 | $357K | 0.1% | N/A | 0.001% | |
8/18/2025 | Tactive Advisors LLC | 9,206 | $225K | 0.1% | N/A | 0.000% | |
8/18/2025 | N.E.W. Advisory Services LLC | 11,661 | $285K | 0.0% | -25.6% | 0.001% | |
8/18/2025 | Geneos Wealth Management Inc. | 392,289 | $9.59M | 0.2% | +1.3% | 0.017% | |
8/15/2025 | Tower Research Capital LLC TRC | 291,669 | $7.13M | 0.2% | N/A | 0.013% | |
8/15/2025 | U S Wealth Group LLC. | 224,267 | $5.48M | 4.3% | +1.1% | 0.010% | |
8/15/2025 | Asset Allocation Strategies LLC | 749,449 | $18.32M | 3.5% | +12.0% | 0.033% | |
8/15/2025 | Corient Private Wealth LLC | 12,518,206 | $306.09M | 0.4% | +163.9% | 0.545% | |
8/15/2025 | Equitable Holdings Inc. | 473,814 | $11.58M | 0.1% | +9.9% | 0.021% | |
8/15/2025 | Chapman Financial Group LLC | 149,253 | $3.65M | 3.1% | N/A | 0.007% | |
8/15/2025 | Stonebridge Capital Advisors LLC | 10,455 | $256K | 0.0% | -18.1% | 0.000% | |
8/15/2025 | Captrust Financial Advisors | 18,210,850 | $445.09M | 1.0% | +2.2% | 0.793% | |
8/15/2025 | Visionary Wealth Advisors | 154,799 | $3.78M | 0.2% | +8.2% | 0.007% | |
8/15/2025 | Smartleaf Asset Management LLC | 30,772 | $749K | 0.1% | -28.2% | 0.001% | |
8/15/2025 | Snowden Capital Advisors LLC | 12,522 | $306K | 0.0% | +3.3% | 0.001% | |
8/15/2025 | Raine Group LLC | 363,465 | $8.88M | 55.8% | +0.2% | 0.016% | |
8/15/2025 | Orion Porfolio Solutions LLC | 150,274 | $3.67M | 0.0% | -84.2% | 0.007% | |
8/15/2025 | MML Investors Services LLC | 385,983 | $9.43M | 0.0% | -0.5% | 0.017% | |
8/15/2025 | Modern Wealth Management LLC | 55,354 | $1.35M | 0.0% | -2.7% | 0.002% | |
8/15/2025 | HRT Financial LP | 167,407 | $4.09M | 0.0% | N/A | 0.007% | |
8/15/2025 | IHT Wealth Management LLC | 434,792 | $10.63M | 0.3% | +747.8% | 0.019% | |
8/15/2025 | Great Valley Advisor Group Inc. | 73,902 | $1.81M | 0.0% | -7.8% | 0.003% | |
8/15/2025 | EP Wealth Advisors LLC | 3,142,472 | $76.80M | 0.5% | +976.1% | 0.137% | |
8/15/2025 | Curi Capital LLC | 3,679,430 | $89.93M | 1.7% | -4.1% | 0.160% | |
8/15/2025 | Benjamin Edwards Inc. | 9,807 | $240K | 0.0% | N/A | 0.000% | |
8/15/2025 | Bank of America Corp DE | 7,724,173 | $188.78M | 0.0% | +6.0% | 0.336% | |
8/15/2025 | Ameriprise Financial Inc. | 3,325,833 | $81.21M | 0.0% | -1.1% | 0.145% | |
8/15/2025 | AQR Capital Management LLC | 947,768 | $23.16M | 0.0% | +15.7% | 0.041% | |
8/14/2025 | Connecticut Wealth Management LLC | 26,357 | $644K | 0.0% | +49.3% | 0.001% | |
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8/14/2025 | Jane Street Group LLC | 532,143 | $13.01M | 0.0% | N/A | 0.023% | |
8/14/2025 | Ausdal Financial Partners Inc. | 223,710 | $5.47M | 0.4% | +22.6% | 0.010% | |
8/14/2025 | Raymond James Financial Inc. | 2,097,527 | $51.26M | 0.0% | -7.9% | 0.091% | |
8/14/2025 | Transamerica Financial Advisors LLC | 868,268 | $21.22M | 2.0% | +3.4% | 0.038% | |
8/14/2025 | Betterment LLC | 18,749,171 | $458.23M | 1.0% | +41.8% | 0.817% | |
8/14/2025 | Quantinno Capital Management LP | 1,212,311 | $29.63M | 0.1% | -6.2% | 0.053% | |
8/14/2025 | Diversify Advisory Services LLC | 154,716 | $3.94M | 0.2% | +23.9% | 0.007% | |
8/14/2025 | Peapack Gladstone Financial Corp | 551,647 | $13.48M | 0.2% | +13.0% | 0.024% | |
8/14/2025 | Vivaldi Capital Management LP | 524,647 | $12.82M | 1.9% | -2.8% | 0.023% | |
8/14/2025 | Operose Advisors LLC | 5,740 | $140K | 0.0% | +231.0% | 0.000% | |
8/14/2025 | HUB Investment Partners LLC | 47,515 | $1.16M | 0.0% | +2.5% | 0.002% | |
8/14/2025 | Ieq Capital LLC | 247,992 | $6.06M | 0.0% | +9.1% | 0.011% | |
8/14/2025 | Main Street Financial Solutions LLC | 1,277,120 | $31.21M | 2.3% | +3.7% | 0.056% | |
8/14/2025 | Sand Hill Global Advisors LLC | 159,817 | $3.91M | 0.1% | -3.7% | 0.007% | |
8/14/2025 | FAS Wealth Partners Inc. | 93,013 | $2.27M | 0.2% | -1.1% | 0.004% | |
8/14/2025 | Sei Investments Co. | 35,969,139 | $879.09M | 1.0% | +3.4% | 1.567% | |
8/14/2025 | NewEdge Advisors LLC | 460,623 | $11.26M | 0.1% | -1.9% | 0.020% | |
8/14/2025 | Qube Research & Technologies Ltd | 16,580 | $405K | 0.0% | -44.9% | 0.001% | |
8/14/2025 | Hurley Capital LLC | 115,248 | $2.82M | 2.0% | -1.5% | 0.005% | |
8/14/2025 | Sentinus LLC | 44,977 | $1.10M | 0.3% | -1.8% | 0.002% | |
8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 16,207 | $396K | 0.0% | -59.9% | 0.001% | |
8/14/2025 | Crestmont Private Wealth LLC | 19,837 | $485K | 0.2% | +7.0% | 0.001% | |
8/14/2025 | L2 Asset Management LLC | 257,571 | $6.30M | 1.0% | +87.1% | 0.011% | |
8/14/2025 | Baker Avenue Asset Management LP | 2,534,043 | $61.93M | 1.8% | +3.7% | 0.110% | |
8/14/2025 | Balance Wealth LLC | 545,608 | $13.34M | 7.8% | +3.5% | 0.024% | |
8/14/2025 | BlackDiamond Wealth Management LLC | 26,168 | $640K | 0.4% | -3.0% | 0.001% | |
8/14/2025 | Cary Street Partners Financial LLC | 11,544 | $282K | 0.0% | -8.0% | 0.001% | |
8/14/2025 | Cerity Partners LLC | 18,731,019 | $457.79M | 0.8% | +0.3% | 0.816% | |
8/13/2025 | Per Stirling Capital Management LLC. | 79,281 | $1.94M | 0.3% | -2.2% | 0.003% | |
8/13/2025 | PGIM Custom Harvest LLC | 10,206 | $249K | 0.0% | -33.5% | 0.000% | |
8/13/2025 | StoneX Group Inc. | 39,996 | $978K | 0.0% | +8.5% | 0.002% | |
8/13/2025 | Seven Springs Wealth Group LLC | 10,542 | $258K | 0.1% | N/A | 0.000% | |
8/13/2025 | Cresset Asset Management LLC | 3,050,134 | $74.55M | 0.3% | -2.2% | 0.133% | |
8/13/2025 | Strategic Family Wealth Counselors L.L.C. | 435,237 | $10.64M | 3.0% | +0.3% | 0.019% | |
8/13/2025 | Brown Advisory Inc. | 61,034 | $1.49M | 0.0% | -4.9% | 0.003% | |
8/13/2025 | Milestone Investment Advisors LLC | 1,036,958 | $25.34M | 6.6% | -4.0% | 0.045% | |
8/13/2025 | Baird Financial Group Inc. | 35,076 | $857K | 0.0% | +25.1% | 0.002% | |
8/13/2025 | First Trust Advisors LP | 25,887 | $633K | 0.0% | N/A | 0.001% | |
8/13/2025 | FPC Investment Advisory Inc. | 1,018,767 | $25.65M | 16.0% | +6.3% | 0.044% | |
8/13/2025 | EverSource Wealth Advisors LLC | 27,801 | $679K | 0.0% | -4.8% | 0.001% | |
8/13/2025 | Trek Financial LLC | 19,762 | $483K | 0.0% | +10.6% | 0.001% | |
8/13/2025 | CW Advisors LLC | 1,361,734 | $33.28M | 0.3% | +0.0% | 0.059% | |
8/13/2025 | Elios Financial Group Inc. | 56,504 | $1.38M | 0.6% | +12.2% | 0.002% | |
8/13/2025 | Pinkerton Wealth LLC | 1,209,607 | $29.56M | 3.5% | -22.4% | 0.053% | |
8/13/2025 | Beacon Pointe Advisors LLC | 6,043,038 | $147.69M | 1.5% | +0.9% | 0.263% | |
8/13/2025 | M&T Bank Corp | 30,773 | $752K | 0.0% | -11.5% | 0.001% | |
8/13/2025 | Fisher Asset Management LLC | 26,275 | $642K | 0.0% | -34.3% | 0.001% | |
8/13/2025 | Edgestream Partners L.P. | 26,688 | $652K | 0.0% | N/A | 0.001% | |
8/13/2025 | Everstar Asset Management LLC | 46,993 | $1.15M | 0.7% | -21.6% | 0.002% | |
8/13/2025 | Bernardo Wealth Planning LLC | 31,661 | $774K | 0.2% | N/A | 0.001% | |
Why Trump’s “Smart Dollar” could rewrite the rules (Ad) MUST SEE: Donald Trump's Radical Overhaul of the U.S. Dollar
Congress just approved President Trump's latest plans for the dollar – and they're so bold that one central bank chair says we haven't seen anything like it in almost a century. Our Wall Street insider says it's the start of a once-in-a-lifetime investing opportunity, IF you act now. Get the three steps to take this month to put yourself on the right side of this $30 trillion money |
8/13/2025 | Lido Advisors LLC | 209,602 | $5.12M | 0.0% | +8.9% | 0.009% | |
8/13/2025 | Meridian Wealth Partners LLC | 2,949,522 | $72.09M | 10.5% | +0.3% | 0.128% | |
8/13/2025 | Rinkey Investments | 12,508 | $306K | 0.1% | -3.4% | 0.001% | |
8/13/2025 | Virtue Capital Management LLC | 91,407 | $2.23M | 0.4% | +4.2% | 0.004% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 27,821,337 | $679.95M | 0.5% | +13.7% | 1.212% | |
8/13/2025 | Stevens Capital Partners | 339,139 | $8.50M | 3.1% | +83.3% | 0.015% | |
8/13/2025 | Mayfair Advisory Group LLC | 99,664 | $2.51M | 1.2% | +28.7% | 0.004% | |
8/13/2025 | Elgethun Capital Management | 87,618 | $2.14M | 0.4% | -19.4% | 0.004% | |
8/13/2025 | Farnam Financial LLC | 573,102 | $14.01M | 12.6% | -6.3% | 0.025% | |
8/13/2025 | Choreo LLC | 1,621,940 | $39.64M | 0.5% | -25.9% | 0.071% | |