5/24/2024 | Cetera Advisors LLC | 3,766 | $210K | 0.0% | N/A | 0.012% | |
5/16/2024 | Jane Street Group LLC | 128,661 | $7.16M | 0.0% | +10.0% | 0.422% | |
5/16/2024 | High Falls Advisors Inc | 13,183 | $734K | 0.2% | -4.4% | 0.043% | |
5/16/2024 | Silvercrest Asset Management Group LLC | 145,289 | $8.09M | 0.1% | -0.8% | 0.476% | |
5/16/2024 | Zurich Insurance Group Ltd FI | 71,600 | $3.97M | 0.0% | N/A | 0.235% | |
5/15/2024 | Flow Traders U.S. LLC | 391,748 | $21.81M | 1.2% | -48.7% | 1.284% | |
|
5/14/2024 | Karpus Management Inc. | 217,350 | $12.10M | 0.3% | -3.9% | 0.713% | |
5/11/2024 | Trustmark National Bank Trust Department | 11,833 | $659K | 0.1% | -3.1% | 0.039% | |
5/10/2024 | Banco Santander S.A. | 6,620 | $369K | 0.0% | N/A | 0.022% | |
5/8/2024 | Barings LLC | 88,371 | $4.92M | 0.1% | N/A | 0.290% | |
5/8/2024 | FPC Investment Advisory Inc. | 104,016 | $5.69M | 5.6% | N/A | 0.341% | |
5/8/2024 | TSA Wealth Managment LLC | 5,889 | $328K | 0.1% | -6.4% | 0.019% | |
5/7/2024 | Shared Vision Wealth Group LLC | 14,321 | $797K | 0.5% | -4.9% | 0.047% | |
5/7/2024 | Obermeyer Wood Investment Counsel Lllp | 60,000 | $3.34M | 0.2% | N/A | 0.197% | |
5/6/2024 | Cohen Capital Management Inc. | 5,908 | $329K | 0.1% | -9.7% | 0.019% | |
5/6/2024 | swisspartners Advisors Ltd | 16,955 | $944K | 0.7% | -25.8% | 0.056% | |
5/2/2024 | Conservest Capital Advisors Inc. | 18,309 | $1.02M | 0.1% | +20.2% | 0.060% | |
5/2/2024 | Family Firm Inc. | 55,259 | $3.08M | 0.7% | -0.9% | 0.181% | |
5/1/2024 | Blue Trust Inc. | 16,714 | $930K | 0.0% | -38.3% | 0.055% | |
4/30/2024 | Mayflower Financial Advisors LLC | 20,850 | $1.16M | 0.1% | -11.2% | 0.068% | |
4/30/2024 | Unionview LLC | 3,618 | $201K | 0.2% | N/A | 0.012% | |
4/30/2024 | Hazlett Burt & Watson Inc. | 2,100 | $117K | 0.1% | -24.2% | 0.007% | |
4/29/2024 | Commonwealth Equity Services LLC | 49,597 | $2.76M | 0.0% | +24.5% | 0.163% | |
4/26/2024 | Checchi Capital Advisers LLC | 311,557 | $17.34M | 1.4% | +422.4% | 1.021% | |
4/25/2024 | W Advisors LLC | 5,247 | $292K | 0.2% | -6.4% | 0.017% | |
4/25/2024 | GFS Advisors LLC | 4,083 | $227K | 0.0% | -10.5% | 0.013% | |
4/23/2024 | Canal Capital Management LLC | 6,830 | $380K | 0.1% | -36.8% | 0.022% | |
4/23/2024 | Strategic Blueprint LLC | 16,779 | $934K | 0.1% | -4.2% | 0.055% | |
4/19/2024 | Willis Johnson & Associates Inc. | 214,361 | $11.93M | 1.0% | -3.2% | 0.640% | |
4/19/2024 | WealthBridge Investment Counsel Inc. | 18,700 | $1.04M | 0.4% | -6.3% | 0.056% | |
4/18/2024 | Nvest Financial LLC | 39,236 | $2.18M | 1.5% | +34.1% | 0.117% | |
4/18/2024 | Barry Investment Advisors LLC | 80,186 | $4.46M | 1.5% | -2.9% | 0.239% | |
4/18/2024 | Ironwood Financial llc | 4,588 | $255K | 0.1% | -8.9% | 0.014% | |
4/16/2024 | Firethorn Wealth Partners LLC | 9,145 | $509K | 0.3% | -4.8% | 0.027% | |
4/16/2024 | Cypress Wealth Services LLC | 30,252 | $1.68M | 0.4% | -2.9% | 0.090% | |
4/15/2024 | SMI Advisory Services LLC | 61,887 | $3.42M | 1.0% | N/A | 0.185% | |
4/13/2024 | Hoxton Planning & Management LLC | 9,081 | $506K | 0.2% | -8.7% | 0.027% | |
4/11/2024 | ONE Advisory Partners LLC | 8,169 | $455K | 0.2% | -14.2% | 0.024% | |
4/10/2024 | Park Avenue Securities LLC | 15,185 | $845K | 0.0% | -6.4% | 0.045% | |
4/9/2024 | Mather Group LLC. | 1,000 | $53K | 0.0% | N/A | 0.003% | |
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4/3/2024 | Dentgroup LLC | 11,588 | $645K | 0.5% | -6.5% | 0.035% | |
3/22/2024 | PNC Financial Services Group Inc. | 34,113 | $1.80M | 0.0% | -32.8% | 0.102% | |
3/5/2024 | Fisher Asset Management LLC | 27,534 | $1.46M | 0.0% | -3.2% | 0.082% | |
2/23/2024 | Beacon Financial Group | 16,455 | $870K | 0.1% | N/A | 0.049% | |
2/20/2024 | GLOBALT Investments LLC GA | 15,355 | $812K | 0.0% | N/A | 0.046% | |
2/20/2024 | Taylor Financial Group Inc. | 4,416 | $233K | 0.2% | N/A | 0.013% | |
2/14/2024 | Connectus Wealth LLC | 174,732 | $9.25M | 0.2% | N/A | 0.522% | |
2/14/2024 | Prudential PLC | 6,364 | $336K | 0.0% | N/A | 0.019% | |
2/13/2024 | Karpus Management Inc. | 226,060 | $11.95M | 0.4% | -44.1% | 0.675% | |
2/13/2024 | Pinebridge Investments L.P. | 16,028 | $847K | 0.0% | -75.3% | 0.048% | |
2/13/2024 | Tower Research Capital LLC TRC | 565 | $30K | 0.0% | +84.0% | 0.002% | |
2/13/2024 | CIBC Asset Management Inc | 17,506 | $925K | 0.0% | N/A | 0.052% | |
2/12/2024 | Scotia Capital Inc. | 34,755 | $1.84M | 0.0% | +8.3% | 0.104% | |
2/12/2024 | Palisades Hudson Asset Management L.P. | 41,845 | $2.21M | 1.1% | +0.6% | 0.125% | |
2/12/2024 | Parallel Advisors LLC | 1,262 | $67K | 0.0% | -31.8% | 0.004% | |
2/12/2024 | Hsbc Holdings PLC | 32,881 | $1.74M | 0.0% | +76.0% | 0.098% | |
2/9/2024 | Advisory Services Network LLC | 12,324 | $651K | 0.0% | -7.6% | 0.037% | |
2/9/2024 | Barry Investment Advisors LLC | 82,545 | $4.36M | 1.5% | -3.2% | 0.246% | |
2/9/2024 | EverSource Wealth Advisors LLC | 5,862 | $310K | 0.0% | -15.9% | 0.017% | |
2/9/2024 | TSA Wealth Managment LLC | 6,289 | $332K | 0.2% | N/A | 0.019% | |
2/9/2024 | CreativeOne Wealth LLC | 4,240 | $224K | 0.0% | N/A | 0.013% | |
2/9/2024 | Corient Private Wealth LLC | 36,921 | $1.95M | 0.0% | +1.7% | 0.110% | |
2/9/2024 | Wells Fargo & Company MN | 235,507 | $12.45M | 0.0% | -36.3% | 0.703% | |
2/9/2024 | Balentine LLC | 475 | $25K | 0.0% | N/A | 0.001% | |
2/9/2024 | UBS Group AG | 603,324 | $31.89M | 0.0% | -3.0% | 1.801% | |
2/9/2024 | PNC Financial Services Group Inc. | 34,113 | $1.80M | 0.0% | -32.8% | 0.102% | |
2/8/2024 | Brown Advisory Inc. | 3,800 | $201K | 0.0% | N/A | 0.011% | |
2/8/2024 | Meridian Wealth Management LLC | 23,302 | $1.23M | 0.1% | -52.2% | 0.070% | |
2/8/2024 | Kickstand Ventures LLC. | 29,997 | $1.59M | 0.5% | -19.8% | 0.090% | |
2/8/2024 | RCS Financial Planning LLC | 5,011 | $265K | 0.2% | -21.2% | 0.015% | |
2/8/2024 | Shared Vision Wealth Group LLC | 15,060 | $796K | 0.5% | N/A | 0.045% | |
2/7/2024 | Avantax Advisory Services Inc. | 4,321 | $228K | 0.0% | N/A | 0.013% | |
2/7/2024 | Checchi Capital Advisers LLC | 59,643 | $3.15M | 0.3% | +23.5% | 0.178% | |
2/7/2024 | USA Financial Formulas | 5,338 | $282K | 0.0% | +3,913.5% | 0.016% | |
2/7/2024 | Principal Securities Inc. | 1,255 | $66K | 0.0% | N/A | 0.004% | |
2/6/2024 | ShoreHaven Wealth Partners LLC | 37,166 | $1.97M | 1.2% | +3.0% | 0.111% | |
2/6/2024 | Apollon Wealth Management LLC | 25,803 | $1.36M | 0.0% | +3.5% | 0.077% | |
2/6/2024 | Private Advisor Group LLC | 11,830 | $625K | 0.0% | -14.4% | 0.035% | |
2/6/2024 | Merit Financial Group LLC | 5,475 | $289K | 0.0% | +20.1% | 0.016% | |
2/6/2024 | First Horizon Advisors Inc. | 4,200 | $222K | 0.0% | -11.5% | 0.013% | |
2/6/2024 | Fisher Asset Management LLC | 27,706 | $1.47M | 0.0% | -2.6% | 0.083% | |
2/6/2024 | Robertson Stephens Wealth Management LLC | 25,549 | $1.35M | 0.1% | -3.2% | 0.076% | |
2/5/2024 | Transcend Capital Advisors LLC | 7,283 | $385K | 0.0% | -12.2% | 0.022% | |
2/2/2024 | Citizens Financial Group Inc. RI | 3,992 | $211K | 0.0% | N/A | 0.012% | |
2/1/2024 | EFG Asset Management Americas Corp. | 23,480 | $1.24M | 0.3% | -1.4% | 0.070% | |
1/31/2024 | Institute for Wealth Management LLC. | 46,119 | $2.44M | 0.4% | -2.5% | 0.138% | |
1/30/2024 | Wealth Alliance | 37,351 | $1.97M | 0.3% | -8.9% | 0.111% | |
1/30/2024 | Hoxton Planning & Management LLC | 9,942 | $526K | 0.3% | -48.0% | 0.030% | |
1/29/2024 | Baystate Wealth Management LLC | 1,161 | $61K | 0.0% | +53.2% | 0.003% | |
1/26/2024 | Cerity Partners LLC | 7,525 | $398K | 0.0% | +29.5% | 0.022% | |
How’d you do in 2022 (Ad) 2022 was a rough year.
At their worst, the S&P 500 was down over 25% and the NASDAQ was down over 35%, and to make things even more interesting the Fed was seemingly raising interest rates every week! Get those kind of results during the Great Financial Crisis, without having to study more |
1/26/2024 | ONE Advisory Partners LLC | 9,523 | $503K | 0.3% | -19.9% | 0.028% | |
1/25/2024 | International Assets Investment Management LLC | 15,858 | $838K | 0.0% | N/A | 0.047% | |
1/25/2024 | Strategic Blueprint LLC | 17,511 | $926K | 0.1% | -10.9% | 0.052% | |
1/25/2024 | Firethorn Wealth Partners LLC | 9,602 | $508K | 0.3% | -13.1% | 0.029% | |
1/24/2024 | Stratos Wealth Advisors LLC | 5,415 | $286K | 0.0% | -7.2% | 0.016% | |
1/24/2024 | Canal Capital Management LLC | 10,807 | $571K | 0.1% | -38.7% | 0.032% | |
1/24/2024 | International Assets Investment Management LLC | 15,858 | $838K | 0.0% | N/A | 0.047% | |
1/23/2024 | Derbend Asset Management | 10,731 | $567K | 0.3% | -14.9% | 0.032% | |
1/22/2024 | Nvest Financial LLC | 29,252 | $1.55M | 1.2% | +312.8% | 0.087% | |
1/22/2024 | Mayflower Financial Advisors LLC | 23,470 | $1.24M | 0.1% | -19.5% | 0.070% | |