5/11/2024 | ESL Trust Services LLC | 989 | $58K | 0.0% | N/A | 0.000% | |
5/10/2024 | JPMorgan Chase & Co. | 131,415,060 | $7.69B | 0.7% | +3.3% | 64.673% | |
5/10/2024 | Horizon Family Wealth Inc. | 7,006 | $410K | 0.3% | +3.9% | 0.003% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 32,041 | $1.88M | 0.1% | +3.8% | 0.016% | |
5/9/2024 | Leo Wealth LLC | 130,985 | $7.63M | 0.8% | +9.2% | 0.064% | |
5/9/2024 | Blair William & Co. IL | 34,994 | $2.05M | 0.0% | +2.2% | 0.017% | |
|
5/9/2024 | Orion Portfolio Solutions LLC | 73,652 | $4.31M | 0.0% | N/A | 0.036% | |
5/9/2024 | Interchange Capital Partners LLC | 41,714 | $2.45M | 1.7% | -3.4% | 0.021% | |
5/8/2024 | US Bancorp DE | 10,233 | $599K | 0.0% | +105.9% | 0.005% | |
5/7/2024 | Wealthspire Advisors LLC | 11,395 | $667K | 0.0% | -4.4% | 0.006% | |
5/7/2024 | AIA Group Ltd | 733,995 | $42.98M | 1.4% | +6.1% | 0.361% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 63,169 | $3.70M | 0.0% | -5.8% | 0.031% | |
5/6/2024 | Custos Family Office LLC | 7,820 | $458K | 0.2% | -8.2% | 0.004% | |
5/4/2024 | Geneos Wealth Management Inc. | 8,127 | $476K | 0.0% | +14,676.4% | 0.004% | |
5/3/2024 | FDx Advisors Inc. | 42,586 | $2.49M | 0.4% | -46.7% | 0.021% | |
5/3/2024 | Avidian Wealth Solutions LLC | 186,455 | $10.92M | 0.5% | -13.8% | 0.092% | |
5/3/2024 | Patron Partners LLC | 5,921 | $347K | 0.2% | -36.6% | 0.003% | |
5/2/2024 | Gilbert & Cook Inc. | 8,788 | $515K | 0.1% | -11.3% | 0.004% | |
5/1/2024 | Janney Montgomery Scott LLC | 4,410 | $258K | 0.0% | -39.1% | 0.002% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 1,108,480 | $64.90M | 0.1% | -5.6% | 0.542% | |
5/1/2024 | Prosperity Consulting Group LLC | 29,678 | $1.74M | 0.2% | N/A | 0.015% | |
5/1/2024 | Diversify Advisory Services LLC | 7,178 | $414K | 0.0% | N/A | 0.004% | |
4/30/2024 | Private Advisor Group LLC | 18,724 | $1.10M | 0.0% | +5.4% | 0.009% | |
4/30/2024 | Norden Group LLC | 4,094 | $240K | 0.0% | N/A | 0.002% | |
4/30/2024 | Summit Place Financial Advisors LLC | 34,825 | $2.04M | 1.2% | +16.7% | 0.017% | |
4/30/2024 | Perigon Wealth Management LLC | 19,613 | $1.15M | 0.0% | +75.8% | 0.010% | |
4/30/2024 | Allspring Global Investments Holdings LLC | 1,234,144 | $72.26M | 0.1% | N/A | 0.604% | |
4/29/2024 | Sierra Capital LLC | 4,236 | $248K | 0.0% | N/A | 0.002% | |
4/26/2024 | Sage Advisory Services Ltd.Co. | 206,784 | $12.11M | 3.3% | -10.8% | 0.101% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 102,792 | $6.02M | 0.0% | +216.8% | 0.050% | |
4/24/2024 | H&H Retirement Design & Management INC | 5,458 | $301K | 0.2% | -30.2% | 0.003% | |
4/23/2024 | Bfsg LLC | 932 | $55K | 0.0% | +2,812.5% | 0.000% | |
4/23/2024 | Venturi Wealth Management LLC | 1,678 | $98K | 0.0% | -27.2% | 0.001% | |
4/23/2024 | Fifth Third Bancorp | 1,375 | $81K | 0.0% | -72.0% | 0.001% | |
4/23/2024 | Strategic Blueprint LLC | 7,826 | $458K | 0.0% | N/A | 0.004% | |
4/23/2024 | Sapient Capital LLC | 12,748 | $746K | 0.0% | -26.9% | 0.006% | |
4/19/2024 | Norden Group LLC | 5,280,421 | $309.17M | 3.4% | N/A | 2.583% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 1,234,144 | $72.26M | 0.1% | N/A | 0.604% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 14,052 | $823K | 0.0% | N/A | 0.008% | |
4/15/2024 | Ehrlich Financial Group | 5,524 | $323K | 0.3% | -30.6% | 0.003% | |
Gold Mania (Ad) Former Goldman VP Reveals Mysterious "Gold Bank" With Huge Upside Potential
He says the gains in this should be far greater than just bullion or mining stocks. Some folks had the chance to see 995% the last time we shared this exact "bank". Most people know nothing about it (except the rich and elite). See his free reveal right here. |
4/15/2024 | Cooksen Wealth LLC | 5,398 | $316K | 0.3% | -12.0% | 0.003% | |
4/12/2024 | Peak Financial Advisors LLC | 107,917 | $6.32M | 3.8% | +1.0% | 0.063% | |
4/11/2024 | Fortitude Family Office LLC | 590 | $35K | 0.0% | N/A | 0.000% | |
4/10/2024 | CVA Family Office LLC | 30,483 | $1.79M | 0.3% | +53.9% | 0.018% | |
4/10/2024 | Park Avenue Securities LLC | 3,765 | $220K | 0.0% | -10.4% | 0.002% | |
4/9/2024 | Mather Group LLC. | 478 | $28K | 0.0% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 11,884 | $624K | 0.0% | -1.7% | 0.007% | |
3/22/2024 | Cooksen Wealth LLC | 6,131 | $322K | 0.4% | N/A | 0.004% | |
3/14/2024 | Leo Wealth LLC | 119,943 | $6.47M | 0.7% | N/A | 0.070% | |
3/5/2024 | Wellington Management Group LLP | 137,718 | $7.23M | 0.0% | -9.5% | 0.081% | |
2/28/2024 | Abel Hall LLC | 5,425 | $285K | 0.2% | N/A | 0.003% | |
2/26/2024 | Syon Capital LLC | 7,279 | $382K | 0.0% | N/A | 0.004% | |
2/14/2024 | Jacobi Capital Management LLC | 165,921 | $8.71M | 0.9% | +2.9% | 0.097% | |
2/14/2024 | Icon Wealth Advisors LLC | 12,070 | $634K | 0.1% | N/A | 0.007% | |
2/14/2024 | Sentinel Trust Co. LBA | 317,400 | $16.67M | 2.2% | +34.4% | 0.186% | |
2/13/2024 | Karpus Management Inc. | 215,871 | $11.34M | 0.3% | -1.6% | 0.126% | |
2/13/2024 | CIBC Private Wealth Group LLC | 13,510 | $710K | 0.0% | N/A | 0.008% | |
2/13/2024 | 1607 Capital Partners LLC | 320,000 | $16.81M | 1.2% | N/A | 0.187% | |
2/12/2024 | Madison Asset Management LLC | 102,926 | $5.41M | 0.1% | +1.7% | 0.060% | |
2/12/2024 | Brown Brothers Harriman & Co. | 1,204 | $63K | 0.0% | N/A | 0.001% | |
2/12/2024 | Bank of Nova Scotia | 955,300 | $50.17M | 0.1% | N/A | 0.560% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 30,864 | $1.62M | 0.1% | +10.2% | 0.018% | |
2/12/2024 | Perella Weinberg Partners Capital Management LP | 2,304,930 | $121.06M | 9.9% | +256.9% | 1.350% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 32,450 | $1.70M | 0.0% | +5.7% | 0.019% | |
2/9/2024 | Corient Private Wealth LLC | 45,971 | $2.41M | 0.0% | -12.6% | 0.027% | |
2/9/2024 | UBS Group AG | 114,635 | $6.02M | 0.0% | +22.6% | 0.067% | |
2/9/2024 | PNC Financial Services Group Inc. | 11,884 | $624K | 0.0% | -1.7% | 0.007% | |
2/8/2024 | Quadrant Capital Group LLC | 3,982 | $209K | 0.0% | N/A | 0.002% | |
2/8/2024 | Horizon Family Wealth Inc. | 6,743 | $354K | 0.3% | +24.0% | 0.004% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 67,047 | $3.52M | 0.0% | +2.3% | 0.039% | |
2/7/2024 | Summit Place Financial Advisors LLC | 29,845 | $1.57M | 1.0% | +3.8% | 0.017% | |
2/7/2024 | Mount Lucas Management LP | 63,406 | $3.33M | 1.0% | -1.6% | 0.037% | |
2/7/2024 | Principal Securities Inc. | 334,243 | $17.55M | 0.7% | N/A | 0.196% | |
2/7/2024 | Wealthspire Advisors LLC | 11,916 | $626K | 0.0% | N/A | 0.007% | |
2/6/2024 | Cullen Frost Bankers Inc. | 682 | $36K | 0.0% | N/A | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 17,764 | $933K | 0.0% | +3.1% | 0.010% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 153,136 | $8.04M | 0.4% | +21.5% | 0.090% | |
2/6/2024 | Sapient Capital LLC | 17,450 | $916K | 0.0% | N/A | 0.010% | |
2/6/2024 | Eldridge Investment Advisors Inc. | 183,763 | $9.65M | 2.5% | +0.9% | 0.108% | |
2/6/2024 | First Horizon Advisors Inc. | 470 | $25K | 0.0% | +446.5% | 0.000% | |
2/6/2024 | Robertson Stephens Wealth Management LLC | 12,738 | $669K | 0.0% | +61.7% | 0.007% | |
2/5/2024 | Cary Street Partners Asset Management LLC | 6,747 | $354K | 0.1% | -50.1% | 0.004% | |
2/5/2024 | Brighton Jones LLC | 12,910 | $678K | 0.0% | N/A | 0.008% | |
2/5/2024 | Transcend Capital Advisors LLC | 31,459 | $1.65M | 0.1% | -9.9% | 0.018% | |
2/2/2024 | Truist Financial Corp | 10,607 | $557K | 0.0% | -19.3% | 0.006% | |
2/2/2024 | Spinnaker Trust | 127,234 | $6.68M | 0.5% | N/A | 0.075% | |
2/2/2024 | Syon Capital LLC | 7,356 | $386K | 0.0% | N/A | 0.004% | |
2/2/2024 | Atria Wealth Solutions Inc. | 14,896 | $782K | 0.0% | -1.5% | 0.009% | |
2/1/2024 | New York State Common Retirement Fund | 137,718 | $7.23M | 0.0% | -9.5% | 0.081% | |
2/1/2024 | Sage Advisory Services Ltd.Co. | 231,849 | $12.18M | 3.3% | +0.2% | 0.136% | |
Gold Mania (Ad) Former Goldman VP Reveals Mysterious "Gold Bank" With Huge Upside Potential
He says the gains in this should be far greater than just bullion or mining stocks. Some folks had the chance to see 995% the last time we shared this exact "bank". Most people know nothing about it (except the rich and elite). See his free reveal right here. |
2/1/2024 | CWM LLC | 119,908 | $6.30M | 0.0% | -14.6% | 0.070% | |
1/31/2024 | Wetzel Investment Advisors Inc. | 1,680 | $88K | 0.1% | N/A | 0.001% | |
1/31/2024 | AIA Group Ltd | 691,695 | $36.33M | 1.5% | +2.4% | 0.405% | |
1/30/2024 | SVB Wealth LLC | 8,602 | $452K | 0.0% | -17.5% | 0.005% | |
1/29/2024 | Sapient Capital LLC | 17,450 | $916K | 0.0% | N/A | 0.010% | |
1/26/2024 | Cerity Partners LLC | 4,882 | $257K | 0.0% | N/A | 0.003% | |
1/26/2024 | Turtle Creek Wealth Advisors LLC | 5,012 | $263K | 0.1% | N/A | 0.003% | |
1/25/2024 | International Assets Investment Management LLC | 171,268 | $9.00M | 0.0% | N/A | 0.100% | |
1/25/2024 | One Wealth Management Investment & Advisory Services LLC | 5,821 | $306K | 0.1% | N/A | 0.003% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 1,174,380 | $61.68M | 0.1% | +1.8% | 0.688% | |