7/25/2025 | Atria Wealth Solutions Inc. | 32,927 | $1.66M | 0.0% | +13.5% | 0.147% | |
7/25/2025 | Total Clarity Wealth Management Inc. | 21,039 | $1.06M | 0.3% | -15.6% | 0.094% | |
7/25/2025 | CWM LLC | 149,743 | $7.53M | 0.0% | +1.2% | 0.667% | |
7/24/2025 | McKinley Carter Wealth Services Inc. | 16,670 | $838K | 0.0% | +25.4% | 0.074% | |
7/24/2025 | Capital Advisors Ltd. LLC | 2,921 | $147K | 0.0% | +370.4% | 0.013% | |
7/24/2025 | Insight Inv LLC | 7,300 | $367K | 0.2% | -43.0% | 0.033% | |
7/22/2025 | Belpointe Asset Management LLC | 15,558 | $782K | 0.0% | +20.1% | 0.069% | |
7/22/2025 | Valley National Advisers Inc. | 7,046 | $354K | 0.1% | +24.2% | 0.031% | |
7/21/2025 | Keystone Financial Group Inc. | 71,223 | $3.58M | 2.3% | +36.3% | 0.317% | |
7/21/2025 | Ascent Group LLC | 106,255 | $5.34M | 0.2% | -47.5% | 0.473% | |
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7/21/2025 | Flagship Private Wealth LLC | 43,305 | $2.18M | 1.1% | +7.7% | 0.193% | |
7/18/2025 | Truist Financial Corp | 20,564 | $1.03M | 0.0% | +39.8% | 0.092% | |
7/17/2025 | LexAurum Advisors LLC | 19,645 | $988K | 0.2% | -19.9% | 0.088% | |
7/17/2025 | Janney Montgomery Scott LLC | 22,336 | $1.12M | 0.0% | +93.5% | 0.099% | |
7/16/2025 | Eagle Global Advisors LLC | 36,650 | $1.84M | 0.1% | +2.8% | 0.163% | |
7/16/2025 | Kathmere Capital Management LLC | 14,900 | $749K | 0.1% | -27.7% | 0.066% | |
7/15/2025 | Financial Management Professionals Inc. | 1,783 | $90K | 0.0% | N/A | 0.008% | |
7/15/2025 | Charter Capital Management LLC DE | 5,697 | $286K | 0.2% | N/A | 0.025% | |
7/15/2025 | Kwmg LLC | 40,562 | $2.04M | 0.2% | -13.6% | 0.181% | |
7/11/2025 | Skyline Advisors Inc. | 65,036 | $3.27M | 1.2% | N/A | 0.290% | |
7/11/2025 | Ullmann Wealth Partners Group LLC | 432,145 | $21.72M | 2.6% | +18.1% | 1.925% | |
7/11/2025 | Farther Finance Advisors LLC | 8,875 | $446K | 0.0% | +570.3% | 0.040% | |
7/11/2025 | Silver Oak Securities Incorporated | 4,118 | $207K | 0.0% | N/A | 0.018% | |
7/11/2025 | Rockwood Wealth Management LLC | 1,908,282 | $95.93M | 8.4% | +6.6% | 8.500% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 59,781 | $3.00M | 0.0% | +20.1% | 0.266% | |
7/10/2025 | Sharkey Howes & Javer | 13,321 | $670K | 0.1% | -5.2% | 0.059% | |
7/10/2025 | Sovran Advisors LLC | 76,775 | $3.86M | 0.4% | N/A | 0.352% | |
7/8/2025 | Richard P Slaughter Associates Inc | 83,507 | $4.20M | 0.9% | +67.8% | 0.383% | |
7/7/2025 | First Citizens Financial Corp | 23,989 | $1.21M | 0.7% | -37.2% | 0.110% | |
6/13/2025 | Optima Capital LLC | 8,147 | $409K | 0.3% | N/A | 0.039% | |
6/2/2025 | Modern Wealth Management LLC | 92,037 | $4.62M | 0.1% | +14.2% | 0.442% | |
5/20/2025 | Belpointe Asset Management LLC | 12,954 | $651K | 0.0% | -17.4% | 0.064% | |
5/20/2025 | Focus Partners Wealth | 278,942 | $14.01M | 0.0% | -30.5% | 1.381% | |
5/19/2025 | Jane Street Group LLC | 23,049 | $1.16M | 0.0% | -61.3% | 0.114% | |
5/16/2025 | Ascent Group LLC | 202,262 | $10.16M | 0.4% | +9.5% | 1.001% | |
5/16/2025 | Kestra Investment Management LLC | 465,100 | $23.37M | 0.7% | +56.5% | 2.302% | |
5/16/2025 | Jones Financial Companies Lllp | 811,087 | $40.75M | 0.0% | +7,132.2% | 4.015% | |
5/16/2025 | Obsidian Personal Planning Solutions LLC | 65,139 | $3.26M | 1.5% | -0.7% | 0.322% | |
5/16/2025 | NewEdge Advisors LLC | 120,040 | $6.03M | 0.0% | -9.0% | 0.594% | |
5/16/2025 | Integrated Wealth Concepts LLC | 673,787 | $33.85M | 0.4% | -0.5% | 3.336% | |
Trump’s $100 Trillion Land Rush Is On (Ad) What Is "The US: IPO"?
You won't hear this on CNBC... but the government may soon open up hundreds of trillions in oil, gas, lithium, and land rights. Whitney Tilson breaks it all down, and shows how everyday Americans can grab a stake. His urgent new briefing explains "The US: IPO"... and how to get in before the looming federal deadline. Click here now to discover the full story and how to stake your claim before this land rush goes ful |
5/16/2025 | Aprio Wealth Management LLC | 25,079 | $1.26M | 0.2% | +18.7% | 0.124% | |
5/15/2025 | Core Wealth Advisors Inc. | 13,808 | $694K | 0.2% | -2.3% | 0.068% | |
5/15/2025 | Royal Bank of Canada | 107,035 | $5.38M | 0.0% | +206.1% | 0.530% | |
5/15/2025 | Titleist Asset Management LLC | 30,190 | $1.52M | 0.2% | +9.3% | 0.149% | |
5/15/2025 | Tortoise Investment Management LLC | 56,010 | $2.81M | 0.3% | N/A | 0.277% | |
5/15/2025 | Clarity Asset Management Inc. | 80,676 | $4.05M | 2.6% | -18.4% | 0.399% | |
5/14/2025 | CreativeOne Wealth LLC | 10,159 | $510K | 0.0% | -32.8% | 0.050% | |
5/14/2025 | Comerica Bank | 27,792 | $1.40M | 0.0% | +1,824.7% | 0.138% | |
5/14/2025 | Kestra Advisory Services LLC | 24,853 | $1.25M | 0.0% | +10.1% | 0.123% | |
5/14/2025 | Vertex Planning Partners LLC | 6,829 | $343K | 0.1% | N/A | 0.034% | |
5/13/2025 | HighTower Advisors LLC | 77,714 | $3.90M | 0.0% | -42.1% | 0.385% | |
5/12/2025 | Eagle Global Advisors LLC | 35,650 | $1.79M | 0.1% | -11.2% | 0.176% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 49,706 | $2.49M | 0.2% | +8.6% | 0.246% | |
5/12/2025 | Aveo Capital Partners LLC | 20,307 | $1.02M | 0.2% | -5.9% | 0.101% | |
5/12/2025 | Benjamin Edwards Inc. | 6,788 | $341K | 0.0% | -28.6% | 0.034% | |
5/12/2025 | Evernest Financial Advisors LLC | 16,756 | $842K | 0.3% | +9.5% | 0.083% | |
5/9/2025 | Chicago Partners Investment Group LLC | 9,482 | $474K | 0.0% | +73.7% | 0.047% | |
5/9/2025 | Atria Wealth Solutions Inc. | 29,016 | $1.46M | 0.0% | +17.4% | 0.144% | |
5/9/2025 | PNC Financial Services Group Inc. | 1,658 | $83K | 0.0% | -15.3% | 0.008% | |
5/8/2025 | Alexander Randolph Advisory Inc. | 6,495 | $326K | 0.3% | +29.9% | 0.032% | |
5/7/2025 | LPL Financial LLC | 385,363 | $19.36M | 0.0% | +15.2% | 1.908% | |
5/7/2025 | Integrated Investment Consultants LLC | 63,455 | $3.19M | 0.5% | +4.8% | 0.314% | |
5/7/2025 | Objective Capital Management LLC | 14,034 | $705K | 0.9% | +52.6% | 0.069% | |
5/7/2025 | Keystone Financial Group Inc. | 52,258 | $2.61M | 1.8% | +46.5% | 0.259% | |
5/6/2025 | Cetera Investment Advisers | 100,412 | $5.05M | 0.0% | +65.7% | 0.497% | |
5/6/2025 | Avantax Advisory Services Inc. | 15,118 | $760K | 0.0% | +37.1% | 0.075% | |
5/6/2025 | Summit Wealth Partners LLC | 17,225 | $865K | 0.2% | +94.1% | 0.085% | |
5/5/2025 | IFP Advisors Inc | 12,759 | $641K | 0.0% | +169.2% | 0.063% | |
5/5/2025 | TAGStone Capital Inc. | 40,040 | $2.01M | 1.0% | N/A | 0.198% | |
5/5/2025 | Csenge Advisory Group | 4,739 | $237K | 0.0% | N/A | 0.023% | |
5/5/2025 | Private Advisor Group LLC | 51,898 | $2.61M | 0.0% | +33.6% | 0.257% | |
5/2/2025 | KM Capital Management Ltd. | 41,717 | $2.10M | 1.1% | +152.7% | 0.219% | |
5/2/2025 | Dynasty Wealth Management LLC | 156,232 | $7.85M | 0.1% | +8.8% | 0.820% | |
5/2/2025 | Jacobson & Schmitt Advisors LLC | 66,587 | $3.35M | 0.7% | +4.2% | 0.350% | |
5/2/2025 | Sigma Planning Corp | 58,785 | $2.95M | 0.1% | -6.2% | 0.309% | |
5/1/2025 | CWM LLC | 147,907 | $7.43M | 0.0% | +3.2% | 0.776% | |
5/1/2025 | Stephens Inc. AR | 210,411 | $10.57M | 0.2% | -44.6% | 1.105% | |
5/1/2025 | Fidelis Capital Partners LLC | 4,181 | $209K | 0.0% | N/A | 0.022% | |
4/30/2025 | Sharkey Howes & Javer | 14,050 | $706K | 0.1% | -44.7% | 0.074% | |
4/30/2025 | Allworth Financial LP | 10,244 | $513K | 0.0% | +40.7% | 0.054% | |
4/30/2025 | Quotient Wealth Partners LLC | 155,386 | $7.81M | 0.2% | +11.8% | 0.816% | |
4/30/2025 | Axxcess Wealth Management LLC | 5,120 | $257K | 0.0% | N/A | 0.027% | |
4/30/2025 | Stratos Wealth Partners LTD. | 22,945 | $1.15M | 0.0% | +53.3% | 0.120% | |
4/30/2025 | Client First Capital LLC | 13,843 | $695K | 0.4% | N/A | 0.073% | |
4/30/2025 | Crossmark Global Holdings Inc. | 11,398 | $572K | 0.0% | N/A | 0.060% | |
4/29/2025 | Envestnet Asset Management Inc. | 427,983 | $21.50M | 0.0% | +47.2% | 2.247% | |
4/29/2025 | Concurrent Investment Advisors LLC | 3,986 | $200K | 0.0% | N/A | 0.021% | |
4/29/2025 | Capital Investment Advisory Services LLC | 10,005 | $503K | 0.0% | +402.8% | 0.053% | |
4/29/2025 | Columbia River Financial Group LLC | 24,065 | $1.21M | 0.8% | -14.2% | 0.126% | |
4/29/2025 | OneDigital Investment Advisors LLC | 85,741 | $4.31M | 0.1% | -3.7% | 0.450% | |
Trump’s $100 Trillion Land Rush Is On (Ad) What Is "The US: IPO"?
You won't hear this on CNBC... but the government may soon open up hundreds of trillions in oil, gas, lithium, and land rights. Whitney Tilson breaks it all down, and shows how everyday Americans can grab a stake. His urgent new briefing explains "The US: IPO"... and how to get in before the looming federal deadline. Click here now to discover the full story and how to stake your claim before this land rush goes ful |
4/28/2025 | D.A. Davidson & CO. | 21,204 | $1.07M | 0.0% | +2.0% | 0.111% | |
4/28/2025 | Smart Money Group LLC | 141,950 | $7.13M | 6.3% | -5.8% | 0.703% | |
4/28/2025 | Resonant Capital Advisors LLC | 1,232,247 | $61.91M | 4.3% | +17.1% | 6.468% | |
4/28/2025 | Elmwood Wealth Management Inc. | 75,730 | $3.81M | 1.6% | +10.8% | 0.398% | |
4/25/2025 | Valley National Advisers Inc. | 5,674 | $285K | 0.1% | +10.2% | 0.030% | |
4/22/2025 | Worth Financial Advisory Group LLC | 4,587 | $230K | 0.1% | N/A | 0.024% | |
4/21/2025 | Five Pine Wealth Management | 22,170 | $1.11M | 0.9% | +7.9% | 0.116% | |
4/21/2025 | DecisionMap Wealth Management LLC | 5,238 | $263K | 0.2% | -11.4% | 0.027% | |
4/17/2025 | Janney Montgomery Scott LLC | 11,544 | $580K | 0.0% | -9.2% | 0.061% | |
4/17/2025 | Mission Wealth Management LP | 6,186 | $311K | 0.0% | N/A | 0.032% | |