| 8/15/2025 | Corient Private Wealth LLC | 3,348,779 | $99.93M | 0.1% | -6.7% | 3.510% | |
| 8/15/2025 | Captrust Financial Advisors | 48,144 | $1.44M | 0.0% | -3.1% | 0.050% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 22,022 | $657K | 0.0% | -71.7% | 0.023% | |
| 8/15/2025 | MML Investors Services LLC | 90,280 | $2.69M | 0.0% | -27.5% | 0.095% | |
| 8/15/2025 | Modern Wealth Management LLC | 569,891 | $17.01M | 0.4% | N/A | 0.597% | |
| 8/15/2025 | EP Wealth Advisors LLC | 6,200 | $185K | 0.0% | N/A | 0.006% | |
| 8/15/2025 | Bank of America Corp DE | 192,928 | $5.76M | 0.0% | +279.0% | 0.202% | |
| 8/14/2025 | CLG LLC | 43,194 | $1.29M | 0.4% | +1.9% | 0.045% | |
| 8/14/2025 | Vista Capital Partners Inc. | 74,259 | $2.22M | 0.2% | +165.3% | 0.078% | |
| 8/14/2025 | First Citizens Asset Management Inc. | 70,647 | $2.11M | 0.8% | -37.2% | 0.074% | |
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| 8/14/2025 | Jane Street Group LLC | 30,263 | $903K | 0.0% | -90.9% | 0.032% | |
| 8/14/2025 | Raymond James Financial Inc. | 35,452 | $1.06M | 0.0% | +68.1% | 0.037% | |
| 8/14/2025 | Betterment LLC | 85,356 | $2.55M | 0.0% | -8.8% | 0.089% | |
| 8/14/2025 | Sei Investments Co. | 38,778 | $1.16M | 0.0% | N/A | 0.041% | |
| 8/14/2025 | SVB Wealth LLC | 181,778 | $5.42M | 0.3% | -25.3% | 0.191% | |
| 8/14/2025 | Cerity Partners LLC | 526,925 | $15.72M | 0.0% | +7.8% | 0.552% | |
| 8/13/2025 | Vance Wealth LLC | 45,922 | $1.37M | 0.5% | -13.3% | 0.048% | |
| 8/13/2025 | Cresset Asset Management LLC | 6,776 | $202K | 0.0% | N/A | 0.007% | |
| 8/13/2025 | M Holdings Securities Inc. | 16,146 | $480K | 0.1% | N/A | 0.017% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 3,420 | $102K | 0.0% | -47.8% | 0.004% | |
| 8/13/2025 | CW Advisors LLC | 43,464 | $1.30M | 0.0% | -6.5% | 0.046% | |
| 8/13/2025 | IAG Wealth Partners LLC | 85,935 | $2.56M | 0.3% | -13.7% | 0.090% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 255,932 | $7.64M | 0.1% | -0.8% | 0.268% | |
| 8/13/2025 | Tobias Financial Advisors Inc. | 417,258 | $12.45M | 2.1% | +0.8% | 0.437% | |
| 8/13/2025 | Legacy Capital Wealth Partners LLC | 12,541 | $374K | 0.1% | N/A | 0.013% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 593,258 | $17.70M | 0.0% | +13,016.5% | 0.622% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 8,725 | $260K | 0.0% | -6.9% | 0.009% | |
| 8/12/2025 | JPMorgan Chase & Co. | 298,564 | $8.91M | 0.0% | +6.7% | 0.313% | |
| 8/11/2025 | Wescott Financial Advisory Group LLC | 1,345,355 | $40.15M | 3.8% | -1.2% | 1.410% | |
| 8/11/2025 | Root Financial Partners LLC | 636,289 | $18.99M | 1.8% | +4.6% | 0.667% | |
| 8/8/2025 | Tortoise Investment Management LLC | 34,309 | $1.02M | 0.1% | +102.5% | 0.036% | |
| 8/8/2025 | Pinney & Scofield Inc. | 119,197 | $3.56M | 2.4% | +10.9% | 0.125% | |
| 8/8/2025 | Creative Planning | 2,089,206 | $62.34M | 0.1% | +15.7% | 2.190% | |
| 8/8/2025 | RAM Investment Partners LLC | 7,176 | $214K | 0.0% | N/A | 0.008% | |
| 8/7/2025 | Timonier Family Office LTD. | 292,262 | $8.72M | 3.3% | +11.0% | 0.306% | |
| 8/7/2025 | Allworth Financial LP | 256,407 | $7.65M | 0.0% | -0.3% | 0.269% | |
| 8/7/2025 | Addison Advisors LLC | 188,157 | $5.62M | 1.4% | +0.2% | 0.197% | |
| 8/7/2025 | Tillman Hartley LLC | 335,218 | $10.00M | 2.8% | -1.9% | 0.351% | |
| 8/7/2025 | PFG Advisors | 60,898 | $1.82M | 0.1% | +7.4% | 0.064% | |
| 8/7/2025 | Efficient Advisors LLC | 988,847 | $29.51M | 1.8% | -3.8% | 1.037% | |
Amazon’s big Bitcoin embarrassment (Ad) Bitcoin just passed Amazon in total market cap — but most investors are missing the bigger opportunity.
While the crowd buys Bitcoin outright, trader Larry Benedict is using a method called “Bitcoin Skimming” to target 6x, 9x, even 22x bigger profits. He reveals how it works in a free video. Watch the Bitcoin Skimming strategy here |
| 8/6/2025 | Savant Capital LLC | 2,114,301 | $63.09M | 0.4% | +19.2% | 2.216% | |
| 8/5/2025 | Integrity Wealth Solutions LLC | 134,103 | $4.00M | 2.0% | +2.9% | 0.141% | |
| 8/5/2025 | Bank of Montreal Can | 1,243,971 | $37.12M | 0.0% | +3.7% | 1.304% | |
| 8/5/2025 | Mission Wealth Management LP | 20,292 | $606K | 0.0% | +15.4% | 0.021% | |
| 8/4/2025 | Syverson Strege & Co | 193,603 | $5.78M | 1.4% | +273.1% | 0.203% | |
| 8/4/2025 | Partners in Financial Planning | 12,333 | $368K | 0.1% | N/A | 0.013% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 834 | $25K | 0.0% | N/A | 0.001% | |
| 8/4/2025 | Savvy Advisors Inc. | 10,997 | $328K | 0.0% | +37.6% | 0.012% | |
| 8/4/2025 | Spire Wealth Management | 109,640 | $3.27M | 0.1% | -1.1% | 0.115% | |
| 8/4/2025 | McMill Wealth Management | 143,734 | $4.28M | 1.4% | -0.3% | 0.151% | |
| 8/1/2025 | Motco | 34,942 | $1.04M | 0.1% | +115.6% | 0.037% | |
| 8/1/2025 | JDH Wealth Management LLC | 38,062 | $1.14M | 0.9% | +1.9% | 0.040% | |
| 8/1/2025 | Equita Financial Network Inc. | 11,707 | $349K | 0.1% | +45.0% | 0.012% | |
| 8/1/2025 | Advisory Alpha LLC | 361,849 | $10.80M | 0.3% | +6.6% | 0.379% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,770,378 | $52.83M | 0.0% | +4.1% | 1.856% | |
| 7/31/2025 | Schoolcraft Capital LLC | 127,763 | $3.81M | 0.8% | -12.5% | 0.134% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 139,914 | $4.17M | 0.1% | -1.0% | 0.147% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 61,192 | $1.83M | 0.7% | -4.5% | 0.064% | |
| 7/31/2025 | Planning Center Inc. | 468,911 | $13.99M | 1.5% | -1.7% | 0.492% | |
| 7/30/2025 | First Citizens Bank & Trust Co. | 2,856,366 | $85.23M | 1.3% | -24.6% | 2.994% | |
| 7/30/2025 | Freedom Investment Management Inc. | 9,651 | $288K | 0.0% | +11.7% | 0.010% | |
| 7/30/2025 | Forum Financial Management LP | 1,158,857 | $34.58M | 0.5% | -0.2% | 1.215% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 11,094 | $331K | 0.0% | -5.8% | 0.012% | |
| 7/30/2025 | Blume Capital Management Inc. | 23,100 | $689K | 0.1% | -29.5% | 0.024% | |
| 7/30/2025 | Jackson Thornton Wealth Management LLC | 67,551 | $2.02M | 0.2% | -1.3% | 0.071% | |
| 7/30/2025 | Clune & Associates LTD. | 254,682 | $7.60M | 2.1% | +9.3% | 0.267% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 242,054 | $7.22M | 0.2% | -10.3% | 0.254% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 32,277 | $994K | 0.0% | +4.9% | 0.034% | |
| 7/29/2025 | Disciplined Investments LLC | 225,769 | $6.74M | 2.9% | +14.3% | 0.237% | |
| 7/29/2025 | Aire Advisors LLC | 441,157 | $13.16M | 2.5% | -2.2% | 0.462% | |
| 7/28/2025 | Wealthspan Partners LLC | 14,248 | $425K | 0.2% | +3.8% | 0.015% | |
| 7/28/2025 | Morris Financial Concepts Inc. | 124,656 | $3.72M | 1.5% | +9.9% | 0.131% | |
| 7/28/2025 | IFG Advisors LLC | 13,699 | $409K | 0.1% | +5.3% | 0.014% | |
| 7/28/2025 | Sterling Financial Planning Inc. | 11,677 | $348K | 0.1% | -13.2% | 0.012% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 22,999 | $686K | 0.0% | +28.3% | 0.024% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 2,931,693 | $87.48M | 0.3% | -24.9% | 3.073% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 125,030 | $3.73M | 0.0% | -7.1% | 0.131% | |
| 7/25/2025 | Ruedi Wealth Management Inc. | 65,540 | $1.96M | 0.6% | -20.6% | 0.069% | |
| 7/25/2025 | Index Fund Advisors Inc. | 595,983 | $17.78M | 1.0% | +1.8% | 0.625% | |
| 7/25/2025 | McNamara Financial Services Inc. | 59,570 | $1.78M | 0.4% | -7.5% | 0.062% | |
| 7/25/2025 | Acorn Creek Capital LLC | 186,851 | $5.58M | 2.3% | +7.8% | 0.196% | |
| 7/25/2025 | LRI Investments LLC | 3,228 | $96K | 0.0% | +46.3% | 0.003% | |
| 7/25/2025 | Tranquility Partners LLC | 15,672 | $468K | 0.2% | +2.3% | 0.016% | |
| 7/24/2025 | Blue Trust Inc. | 65,000 | $1.94M | 0.0% | +8.9% | 0.068% | |
| 7/24/2025 | rebel Financial LLC | 18,469 | $551K | 0.3% | N/A | 0.019% | |
| 7/23/2025 | AMI Investment Management Inc. | 207,218 | $6.18M | 1.6% | N/A | 0.217% | |
| 7/23/2025 | Austin Asset Management Co Inc | 74,830 | $2.23M | 0.5% | -2.4% | 0.078% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 19,599 | $585K | 0.0% | -13.3% | 0.021% | |
| 7/23/2025 | Colony Family Offices LLC | 47,685 | $1.42M | 0.4% | +62.2% | 0.050% | |
| 7/23/2025 | Wealth Management Nebraska | 424,985 | $12.63M | 1.8% | +6.9% | 0.445% | |
Amazon’s big Bitcoin embarrassment (Ad) Bitcoin just passed Amazon in total market cap — but most investors are missing the bigger opportunity.
While the crowd buys Bitcoin outright, trader Larry Benedict is using a method called “Bitcoin Skimming” to target 6x, 9x, even 22x bigger profits. He reveals how it works in a free video. Watch the Bitcoin Skimming strategy here |
| 7/22/2025 | DAVENPORT & Co LLC | 170,047 | $5.07M | 0.0% | -3.4% | 0.178% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 9,626 | $287K | 0.0% | -66.9% | 0.010% | |
| 7/21/2025 | Quent Capital LLC | 226,264 | $6.75M | 0.7% | +566.7% | 0.237% | |
| 7/21/2025 | Abacus Planning Group Inc. | 271,668 | $8.11M | 0.9% | +8.3% | 0.285% | |
| 7/18/2025 | Tanager Wealth Management LLP | 401,786 | $11.99M | 1.4% | +26.0% | 0.421% | |
| 7/18/2025 | GEN Financial Management INC. | 59,849 | $1.79M | 1.5% | +458.1% | 0.063% | |
| 7/18/2025 | Parkwoods Wealth Partners LLC | 29,432 | $878K | 0.5% | +11.2% | 0.031% | |
| 7/18/2025 | First Pacific Financial | 172,079 | $5.14M | 0.8% | +9.3% | 0.180% | |
| 7/18/2025 | Provident Wealth Management LLC | 45,144 | $1.35M | 0.4% | +2.7% | 0.047% | |
| 7/18/2025 | Arcadia Wealth Management LLC | 40,762 | $1.22M | 0.5% | +11.1% | 0.043% | |
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