4/29/2025 | Envestnet Asset Management Inc. | 21,360 | $1.20M | 0.0% | -10.4% | 0.079% | |
4/29/2025 | Tradewinds LLC. | 83,871 | $4.70M | 1.3% | -1.6% | 0.312% | |
4/29/2025 | Strategic Blueprint LLC | 6,753 | $378K | 0.0% | +91.2% | 0.025% | |
4/29/2025 | OneDigital Investment Advisors LLC | 12,328 | $690K | 0.0% | -2.7% | 0.046% | |
4/28/2025 | Heritage Oak Wealth Advisors LLC | 37,869 | $2.12M | 0.9% | -18.3% | 0.141% | |
4/28/2025 | Financial Advocates Investment Management | 256,410 | $14.36M | 1.0% | +8.8% | 0.953% | |
4/28/2025 | Vermillion Wealth Management Inc. | 10,434 | $584K | 0.2% | +13.6% | 0.039% | |
4/25/2025 | Almanack Investment Partners LLC. | 9,227 | $517K | 0.1% | -56.0% | 0.034% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 53,450 | $2.99M | 0.2% | N/A | 0.199% | |
4/23/2025 | Sequoia Financial Advisors LLC | 12,576 | $704K | 0.0% | -7.3% | 0.047% | |
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4/23/2025 | Econ Financial Services Corp | 26,434 | $1.48M | 0.8% | +2.9% | 0.098% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 61,212 | $3.43M | 0.0% | +13.0% | 0.228% | |
4/22/2025 | Canton Hathaway LLC | 2,876 | $161K | 0.0% | -46.9% | 0.011% | |
4/21/2025 | Vanderbilt University | 969,859 | $54.30M | 10.4% | +0.1% | 3.470% | |
4/21/2025 | Heartwood Wealth Advisors LLC | 25,731 | $1.44M | 0.2% | -2.6% | 0.092% | |
4/18/2025 | CENTRAL TRUST Co | 7,138 | $400K | 0.0% | -7.7% | 0.026% | |
4/17/2025 | Janney Montgomery Scott LLC | 17,644 | $988K | 0.0% | -49.2% | 0.063% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 30,507 | $1.71M | 0.1% | +2.6% | 0.109% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 4,902 | $275K | 0.0% | -5.3% | 0.018% | |
4/15/2025 | SG Americas Securities LLC | 53,927 | $3.02M | 0.0% | +13.3% | 0.193% | |
4/11/2025 | Lake Hills Wealth Management LLC | 124,714 | $6.98M | 4.8% | +137.2% | 0.446% | |
4/11/2025 | Herbst Group LLC | 74,731 | $4.18M | 3.0% | -4.0% | 0.267% | |
4/10/2025 | Maltin Wealth Management Inc. | 15,659 | $877K | 0.4% | +5.4% | 0.056% | |
4/10/2025 | Fermata Advisors LLC | 11,518 | $645K | 0.1% | -4.1% | 0.041% | |
4/9/2025 | Merit Financial Group LLC | 11,981 | $671K | 0.0% | -6.8% | 0.043% | |
4/9/2025 | 180 Wealth Advisors LLC | 34,652 | $1.94M | 0.3% | +6.0% | 0.124% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 5,175 | $294K | 0.0% | +18.2% | 0.019% | |
2/27/2025 | ABLE Financial Group LLC | 3,704 | $210K | 0.1% | N/A | 0.014% | |
2/25/2025 | Integrated Advisors Network LLC | 8,917 | $506K | 0.0% | -20.5% | 0.026% | |
2/21/2025 | Vermillion Wealth Management Inc. | 9,182 | $521K | 0.3% | N/A | 0.027% | |
2/18/2025 | GTS Securities LLC | 91,681 | $5.20M | 0.3% | -188.1% | 0.272% | |
2/18/2025 | Pettinga Financial Advisors LLC | 14,014 | $795K | 0.2% | +32.7% | 0.042% | |
2/17/2025 | Sender Co & Partners Inc. | 38,255 | $2.17M | 2.0% | N/A | 0.113% | |
2/17/2025 | Greenline Partners LLC | 43,245 | $2.45M | 0.3% | +12.8% | 0.128% | |
2/17/2025 | Focus Partners Wealth | 5,649 | $321K | 0.0% | N/A | 0.017% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 4,241 | $241K | 0.0% | -67.0% | 0.013% | |
2/17/2025 | EHP Funds Inc. | 104,100 | $5.91M | 5.5% | N/A | 0.308% | |
2/17/2025 | Cresset Asset Management LLC | 94,560 | $5.37M | 0.0% | -2.1% | 0.280% | |
2/17/2025 | Crestline Management LP | 12,300 | $698K | 0.0% | N/A | 0.036% | |
2/17/2025 | Cetera Investment Advisers | 44,076 | $2.50M | 0.0% | -2.3% | 0.131% | |
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2/17/2025 | Bank of America Corp DE | 2,458,016 | $139.49M | 0.0% | +24.4% | 7.283% | |
2/17/2025 | BNP Paribas Financial Markets | 179,008 | $10.16M | 0.0% | -58.4% | 0.530% | |
2/17/2025 | Ameriprise Financial Inc. | 40,488 | $2.30M | 0.0% | +0.7% | 0.120% | |
2/14/2025 | Talon Private Wealth LLC | 6,298 | $357K | 0.1% | N/A | 0.019% | |
2/14/2025 | Comerica Bank | 10,191 | $578K | 0.0% | -11.6% | 0.030% | |
2/14/2025 | SCS Capital Management LLC | 446,644 | $25.35M | 0.5% | -2.2% | 1.323% | |
2/14/2025 | Quantessence Capital LLC | 27,479 | $1.56M | 0.6% | N/A | 0.081% | |
2/14/2025 | Hsbc Holdings PLC | 3,854 | $218K | 0.0% | -99.5% | 0.011% | |
2/14/2025 | IHT Wealth Management LLC | 24,026 | $1.36M | 0.0% | -8.9% | 0.071% | |
2/14/2025 | Stifel Financial Corp | 53,388 | $3.03M | 0.0% | +1.1% | 0.158% | |
2/14/2025 | TD Waterhouse Canada Inc. | 21,300 | $1.21M | 0.0% | +3.8% | 0.063% | |
2/14/2025 | Tower Research Capital LLC TRC | 27,041 | $1.54M | 0.0% | +442.9% | 0.080% | |
2/14/2025 | BOS Asset Management LLC | 64,131 | $3.64M | 1.3% | +22.8% | 0.190% | |
2/13/2025 | Cravens & Co Advisors LLC | 7,324 | $416K | 0.3% | N/A | 0.022% | |
2/13/2025 | NewEdge Advisors LLC | 2,801 | $159K | 0.0% | +182.4% | 0.008% | |
2/13/2025 | LaSalle St. Investment Advisors LLC | 9,568 | $543K | 0.2% | +15.6% | 0.028% | |
2/13/2025 | Strategies Wealth Advisors LLC | 4,650 | $291K | 0.0% | -61.7% | 0.014% | |
2/13/2025 | Mariner LLC | 29,806 | $1.69M | 0.0% | -49.2% | 0.088% | |
2/13/2025 | Stamos Capital Partners L.P. | 17,780 | $1.01M | 0.2% | +92.0% | 0.053% | |
2/13/2025 | Capital Fund Management S.A. | 126,727 | $7.19M | 0.0% | -1,082.4% | 0.375% | |
2/13/2025 | Scotia Capital Inc. | 42,186 | $2.39M | 0.0% | -2.6% | 0.125% | |
2/13/2025 | DRW Securities LLC | 13,162 | $747K | 0.0% | +38.7% | 0.039% | |
2/13/2025 | Raymond James Financial Inc. | 369,740 | $20.98M | 0.0% | N/A | 1.096% | |
2/13/2025 | Advisory Services Network LLC | 10,675 | $606K | 0.0% | -46.4% | 0.032% | |
2/13/2025 | Renaissance Technologies LLC | 32,500 | $1.84M | 0.0% | -39.6% | 0.096% | |
2/13/2025 | Bank of Nova Scotia | 6,576 | $373K | 0.0% | +65.8% | 0.019% | |
2/13/2025 | Bank of Montreal Can | 3,149 | $179K | 0.0% | -99.9% | 0.009% | |
2/13/2025 | Envestnet Asset Management Inc. | 23,841 | $1.35M | 0.0% | -64.7% | 0.071% | |
2/13/2025 | Ted Buchan & Co | 80,998 | $4.60M | 2.2% | +2.0% | 0.240% | |
2/13/2025 | Prudential PLC | 42,340 | $2.40M | 0.0% | +128.6% | 0.125% | |
2/12/2025 | World Investment Advisors | 4,336 | $246K | 0.0% | N/A | 0.013% | |
2/12/2025 | Trexquant Investment LP | 3,855 | $219K | 0.0% | N/A | 0.011% | |
2/12/2025 | Tradewinds LLC. | 85,263 | $5.30M | 1.5% | -5.7% | 0.253% | |
2/12/2025 | Everstar Asset Management LLC | 20,000 | $1.14M | 0.8% | +5.8% | 0.059% | |
2/12/2025 | CIBC Private Wealth Group LLC | 1,600 | $92K | 0.0% | -12.6% | 0.005% | |
2/12/2025 | Allianz SE | 77,070 | $4.34M | 0.1% | N/A | 0.228% | |
2/12/2025 | Brown Brothers Harriman & Co. | 1,866 | $106K | 0.0% | +15.5% | 0.006% | |
2/12/2025 | Nomura Asset Management Co. Ltd. | 9,000 | $511K | 0.0% | +28.6% | 0.027% | |
2/12/2025 | Blair William & Co. IL | 33,288 | $1.89M | 0.0% | +0.7% | 0.099% | |
2/12/2025 | JPMorgan Chase & Co. | 62,100 | $3.52M | 0.0% | -90.1% | 0.184% | |
2/12/2025 | Ausdal Financial Partners Inc. | 7,613 | $432K | 0.0% | -5.4% | 0.023% | |
2/11/2025 | Insight 2811 Inc. | 6,222 | $353K | 0.2% | -7.6% | 0.018% | |
2/11/2025 | Modern Wealth Management LLC | 10,299 | $644K | 0.0% | +6.5% | 0.031% | |
2/11/2025 | LPL Financial LLC | 435,022 | $24.69M | 0.0% | +17.6% | 1.289% | |
2/11/2025 | Quantbot Technologies LP | 15,652 | $888K | 0.0% | N/A | 0.046% | |
2/11/2025 | Fox Hill Wealth Management | 10,504 | $596K | 0.3% | -2.1% | 0.031% | |
2/11/2025 | OVERSEA CHINESE BANKING Corp Ltd | 33,333 | $1.89M | 0.1% | -9.4% | 0.099% | |
2/10/2025 | Corient Private Wealth LLC | 30,692 | $1.74M | 0.0% | -1.3% | 0.091% | |
2/10/2025 | Family Firm Inc. | 81,379 | $4.62M | 0.8% | -0.9% | 0.241% | |
2/10/2025 | Capital Management Associates NY | 11,696 | $664K | 0.8% | -18.3% | 0.035% | |
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad) The July 23rd Crypto Trigger Could Mark the Beginning of Bitcoin’s Next Big Move
Bitcoin’s early 2024 ETF rally made headlines—but according to veteran crypto strategist Joel Peterson, the real wave of opportunity is about to start… and it hinges on one little-known event scheduled to take place on July 23rd. A July 23 crypto event could kick off Bitcoin’s next wave. Watch the free training + get $10 in Bitc |
2/10/2025 | Wellington Shields Capital Management LLC | 53,548 | $3.04M | 0.3% | +5.3% | 0.159% | |
2/10/2025 | Commonwealth Equity Services LLC | 46,491 | $2.64M | 0.0% | -2.2% | 0.138% | |
2/10/2025 | Farther Finance Advisors LLC | 5,724 | $325K | 0.0% | +9.0% | 0.017% | |
2/7/2025 | Sequoia Financial Advisors LLC | 13,560 | $770K | 0.0% | +30.2% | 0.040% | |
2/7/2025 | PFG Advisors | 6,810 | $386K | 0.0% | +8.3% | 0.020% | |
2/7/2025 | HighTower Advisors LLC | 339,363 | $19.26M | 0.0% | +33.6% | 1.006% | |
2/7/2025 | Wealthfront Advisers LLC | 4,815 | $273K | 0.0% | -85.5% | 0.014% | |
2/7/2025 | Founders Financial Alliance LLC | 12,823 | $728K | 0.2% | -6.9% | 0.038% | |
2/7/2025 | Daiwa Securities Group Inc. | 23,080 | $1.31M | 0.0% | +4.1% | 0.068% | |
2/7/2025 | Rialto Wealth Management LLC | 1,806 | $102K | 0.0% | N/A | 0.005% | |