8/1/2025 | Y Intercept Hong Kong Ltd | 10,130 | $430K | 0.0% | N/A | 0.006% | |
8/1/2025 | First Command Advisory Services Inc. | 870,612 | $36.95M | 0.3% | +4.3% | 0.542% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 77,526 | $3.29M | 0.1% | -0.7% | 0.048% | |
8/1/2025 | Signature Wealth Management Group | 9,083 | $385K | 0.2% | N/A | 0.006% | |
8/1/2025 | Envestnet Asset Management Inc. | 671,161 | $28.48M | 0.0% | +6.4% | 0.418% | |
7/31/2025 | Wealthfront Advisers LLC | 281,181 | $11.93M | 0.0% | +5.1% | 0.175% | |
7/31/2025 | Brighton Jones LLC | 10,727 | $455K | 0.0% | +16.5% | 0.007% | |
7/31/2025 | BIP Wealth LLC | 134,147 | $5.69M | 0.4% | -2.0% | 0.084% | |
7/31/2025 | Keystone Financial Planning Inc. | 196,936 | $8.36M | 2.5% | +0.2% | 0.123% | |
7/30/2025 | Insight Advisors LLC PA | 26,274 | $1.12M | 0.2% | -2.9% | 0.016% | |
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7/30/2025 | Principle Wealth Partners LLC | 20,665 | $877K | 0.1% | +42.4% | 0.013% | |
7/30/2025 | Freedom Investment Management Inc. | 33,036 | $1.40M | 0.1% | -2.6% | 0.021% | |
7/30/2025 | Brookstone Capital Management | 6,170 | $262K | 0.0% | -12.5% | 0.004% | |
7/30/2025 | D.A. Davidson & CO. | 83,378 | $3.54M | 0.0% | +27.5% | 0.052% | |
7/30/2025 | Bogart Wealth LLC | 7,250 | $308K | 0.0% | -53.9% | 0.005% | |
7/29/2025 | Stephens Inc. AR | 28,480 | $1.21M | 0.0% | -25.9% | 0.018% | |
7/29/2025 | Dumont & Blake Investment Advisors LLC | 45,662 | $1.94M | 0.5% | +1.4% | 0.028% | |
7/29/2025 | International Assets Investment Management LLC | 7,536 | $320K | 0.0% | -24.6% | 0.005% | |
7/29/2025 | Koshinski Asset Management Inc. | 8,330 | $354K | 0.0% | N/A | 0.005% | |
7/29/2025 | Private Trust Co. NA | 10,330 | $438K | 0.0% | +2.5% | 0.006% | |
7/29/2025 | Portland Financial Advisors Inc | 5,494 | $233K | 0.6% | -19.9% | 0.003% | |
7/28/2025 | WealthPlan Investment Management LLC | 149,494 | $6.35M | 0.5% | -12.3% | 0.093% | |
7/28/2025 | Mutual Advisors LLC | 8,442 | $372K | 0.0% | -37.4% | 0.005% | |
7/28/2025 | Harbour Investments Inc. | 27,230 | $1.16M | 0.0% | +1.6% | 0.017% | |
7/28/2025 | IFC Advisors LLC | 10,523 | $447K | 0.1% | +25.2% | 0.007% | |
7/25/2025 | NorthRock Partners LLC | 11,793 | $500K | 0.0% | -13.2% | 0.007% | |
7/25/2025 | Atria Wealth Solutions Inc. | 17,590 | $752K | 0.0% | -32.8% | 0.011% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 9,366 | $398K | 0.0% | -19.5% | 0.006% | |
7/25/2025 | Astoria Portfolio Advisors LLC. | 32,850 | $1.44M | 0.4% | +27.2% | 0.020% | |
7/25/2025 | Total Clarity Wealth Management Inc. | 24,360 | $1.03M | 0.3% | N/A | 0.015% | |
7/25/2025 | Genesee Capital Advisors LLC | 148,802 | $6.32M | 2.8% | +2.3% | 0.093% | |
7/25/2025 | CWM LLC | 155,863 | $6.62M | 0.0% | +5.0% | 0.097% | |
7/25/2025 | Concurrent Investment Advisors LLC | 31,609 | $1.34M | 0.0% | +9.0% | 0.020% | |
7/25/2025 | Apollon Wealth Management LLC | 37,079 | $1.57M | 0.0% | -5.0% | 0.023% | |
7/24/2025 | Cascade Investment Group Inc. | 25,953 | $1.10M | 0.8% | +5.5% | 0.016% | |
7/24/2025 | IFP Advisors Inc | 833 | $35K | 0.0% | N/A | 0.001% | |
7/24/2025 | Leo Wealth LLC | 10,113 | $429K | 0.0% | N/A | 0.006% | |
7/23/2025 | Ignite Planners LLC | 16,027 | $695K | 0.1% | +1.9% | 0.010% | |
7/23/2025 | Detalus Advisors LLC | 8,456 | $359K | 0.1% | -3.6% | 0.005% | |
7/23/2025 | Sax Wealth Advisors LLC | 38,382 | $1.63M | 0.1% | +13.8% | 0.024% | |
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7/23/2025 | Kingswood Wealth Advisors LLC | 17,346 | $736K | 0.1% | -18.7% | 0.011% | |
7/23/2025 | SteelPeak Wealth LLC | 51,325 | $2.18M | 0.1% | +957.8% | 0.032% | |
7/23/2025 | Heck Capital Advisors LLC | 15,144 | $643K | 0.1% | N/A | 0.009% | |
7/22/2025 | Belpointe Asset Management LLC | 5,555 | $236K | 0.0% | +5.8% | 0.003% | |
7/22/2025 | DAVENPORT & Co LLC | 18,760 | $796K | 0.0% | +7.4% | 0.012% | |
7/22/2025 | Global Strategic Investment Solutions LLC | 75,330 | $3.20M | 0.3% | -3.1% | 0.047% | |
7/22/2025 | Innovative Wealth Building LLC | 58,680 | $2.49M | 2.1% | -14.6% | 0.037% | |
7/22/2025 | MBL Wealth LLC | 26,000 | $1.10M | 0.1% | +1.0% | 0.016% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 7,290 | $309K | 0.0% | -15.2% | 0.005% | |
7/22/2025 | Financial Insights Inc. | 15,590 | $662K | 0.2% | -3.1% | 0.010% | |
7/22/2025 | Stanich Group LLC | 23,365 | $1.02M | 0.9% | -18.9% | 0.015% | |
7/21/2025 | Curran Financial Partners LLC | 450,729 | $19.13M | 4.2% | -4.7% | 0.280% | |
7/21/2025 | 1900 Wealth Management LLC | 29,616 | $1.26M | 0.1% | +0.8% | 0.018% | |
7/18/2025 | Trilogy Capital Inc. | 16,196 | $687K | 0.0% | +19.6% | 0.010% | |
7/18/2025 | Truist Financial Corp | 196,328 | $8.33M | 0.0% | +3.5% | 0.122% | |
7/17/2025 | LexAurum Advisors LLC | 32,034 | $1.36M | 0.2% | +37.6% | 0.020% | |
7/17/2025 | Janney Montgomery Scott LLC | 163,152 | $6.92M | 0.0% | +16.6% | 0.102% | |
7/17/2025 | Venture Visionary Partners LLC | 108,584 | $4.61M | 0.2% | -1.1% | 0.068% | |
7/17/2025 | SWS Partners | 218,491 | $9.27M | 2.5% | +1.5% | 0.136% | |
7/17/2025 | GC Wealth Management RIA LLC | 11,847 | $503K | 0.0% | -8.6% | 0.007% | |
7/17/2025 | City Holding Co. | 2,220 | $94K | 0.0% | -13.8% | 0.001% | |
7/17/2025 | Barry Investment Advisors LLC | 375,953 | $15.96M | 4.0% | +5.3% | 0.234% | |
7/16/2025 | Independent Wealth Network Inc. | 87,176 | $3.70M | 1.3% | +2.4% | 0.054% | |
7/16/2025 | Eagle Global Advisors LLC | 10,090 | $428K | 0.0% | -9.0% | 0.006% | |
7/16/2025 | FCG Investment Co | 21,856 | $928K | 0.5% | N/A | 0.014% | |
7/16/2025 | Register Financial Advisors LLC | 5,561 | $236K | 0.1% | +34.6% | 0.003% | |
7/16/2025 | Dakota Wealth Management | 333,498 | $14.15M | 0.3% | +7.8% | 0.208% | |
7/16/2025 | Castleview Partners LLC | 48,689 | $2.07M | 1.3% | -23.2% | 0.030% | |
7/15/2025 | McAdam LLC | 44,305 | $1.88M | 0.1% | +3.3% | 0.028% | |
7/15/2025 | Kagan Cocozza Asset Management | 36,429 | $1.55M | 1.2% | -0.7% | 0.023% | |
7/15/2025 | Ridgecrest Wealth Partners LLC | 17,710 | $752K | 0.4% | N/A | 0.011% | |
7/15/2025 | Focused Wealth Management Inc | 12,351 | $524K | 0.1% | -10.6% | 0.008% | |
7/15/2025 | CGN Advisors LLC | 100,602 | $4.27M | 0.4% | +4.9% | 0.063% | |
7/15/2025 | GSB Wealth Management LLC | 788 | $33K | 0.0% | +60.8% | 0.000% | |
7/15/2025 | Optima Capital LLC | 14,310 | $607K | 0.3% | +5.5% | 0.009% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 138,868 | $5.89M | 0.2% | -0.6% | 0.086% | |
7/14/2025 | Park Avenue Securities LLC | 9,687 | $411K | 0.0% | -33.7% | 0.006% | |
7/11/2025 | Meriwether Wealth & Planning LLC | 16,960 | $720K | 0.5% | -7.5% | 0.011% | |
7/11/2025 | First PREMIER Bank | 84,717 | $3.60M | 0.9% | +5.0% | 0.053% | |
7/11/2025 | Farther Finance Advisors LLC | 33,960 | $1.44M | 0.0% | -3.9% | 0.021% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 49,717 | $2.16M | 0.0% | +3.8% | 0.031% | |
7/10/2025 | Capital Advisory Group Advisory Services LLC | 19,795 | $840K | 0.3% | -18.7% | 0.012% | |
7/9/2025 | Balefire LLC | 17,950 | $762K | 0.2% | -1.4% | 0.011% | |
7/9/2025 | Berkshire Bank | 14,804 | $628K | 0.1% | -11.8% | 0.009% | |
7/9/2025 | MFG Wealth Management Inc. | 6,565 | $279K | 0.2% | -3.4% | 0.004% | |
7/8/2025 | Juncture Wealth Strategies LLC | 29,119 | $1.24M | 0.4% | +2.6% | 0.018% | |
7/8/2025 | Heartwood Wealth Advisors LLC | 117,020 | $4.97M | 0.5% | +2.5% | 0.073% | |
7/8/2025 | Parallel Advisors LLC | 3,606 | $153K | 0.0% | -7.5% | 0.002% | |
7/7/2025 | Wealth Alliance Advisory Group LLC | 10,972 | $466K | 0.1% | -12.6% | 0.007% | |
7/7/2025 | RDA Financial Network | 21,738 | $923K | 0.2% | -14.4% | 0.014% | |
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! |
6/4/2025 | First Hawaiian Bank | 195,322 | $8.65M | 0.4% | -4.3% | 0.122% | |
5/22/2025 | Rollins Financial Advisors LLC | 44,527 | $1.97M | 0.3% | +45.5% | 0.028% | |
5/16/2025 | NewEdge Advisors LLC | 97,910 | $4.33M | 0.0% | +3.0% | 0.062% | |
5/16/2025 | Integrated Wealth Concepts LLC | 151,297 | $6.70M | 0.1% | -4.0% | 0.095% | |
5/15/2025 | Baird Financial Group Inc. | 45,908 | $2.03M | 0.0% | -6.9% | 0.029% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 1,674 | $74K | 0.1% | -47.2% | 0.001% | |
5/14/2025 | Wealth Preservation Advisors LLC | 2,891 | $128K | 0.1% | N/A | 0.002% | |
5/14/2025 | Ameriprise Financial Inc. | 2,868,008 | $126.95M | 0.0% | +1.1% | 1.807% | |
5/13/2025 | EverSource Wealth Advisors LLC | 42,181 | $1.87M | 0.1% | +34.1% | 0.027% | |
5/12/2025 | Kohmann Bosshard Financial Services LLC | 18,619 | $824K | 0.1% | -1.5% | 0.012% | |