5/19/2025 | Jane Street Group LLC | 313,358 | $9.17M | 0.0% | +2,686.9% | 3.072% | |
5/16/2025 | Tolleson Wealth Management Inc. | 35,039 | $1.03M | 0.2% | -2.9% | 0.344% | |
5/16/2025 | Sepio Capital LP | 20,726 | $606K | 0.0% | N/A | 0.203% | |
5/16/2025 | NewEdge Advisors LLC | 9,714 | $284K | 0.0% | -43.1% | 0.095% | |
5/15/2025 | Royal Bank of Canada | 17,470 | $511K | 0.0% | +114.3% | 0.171% | |
5/15/2025 | Betterment LLC | 7,529 | $220K | 0.0% | N/A | 0.074% | |
5/14/2025 | Jane Street Group LLC | 313,358 | $9.17M | 0.0% | +2,686.9% | 3.072% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 95,361 | $2.79M | 0.1% | -6.6% | 0.935% | |
5/13/2025 | Heck Capital Advisors LLC | 10,531 | $308K | 0.0% | +65.9% | 0.103% | |
5/9/2025 | Evolution Advisers Inc. | 60,705 | $1.78M | 0.9% | +28.1% | 0.595% | |
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5/9/2025 | WealthShield Partners LLC | 7,387 | $216K | 0.0% | +10.3% | 0.072% | |
5/9/2025 | Natural Investments LLC | 8,132 | $237K | 0.1% | N/A | 0.080% | |
5/8/2025 | TIAA Trust National Association | 1,377,716 | $40.30M | 0.1% | -1.2% | 13.507% | |
5/8/2025 | Abacus Wealth Partners LLC | 1,132,816 | $33.14M | 5.0% | +3.2% | 11.106% | |
5/8/2025 | RVW Wealth LLC | 10,232 | $299K | 0.0% | -11.7% | 0.100% | |
5/6/2025 | Assetmark Inc. | 47,381 | $1.39M | 0.0% | +11.4% | 0.465% | |
5/6/2025 | Cetera Investment Advisers | 46,494 | $1.36M | 0.0% | -2.9% | 0.456% | |
5/5/2025 | Private Advisor Group LLC | 43,190 | $1.26M | 0.0% | -8.0% | 0.423% | |
5/2/2025 | Carson Advisory Inc. | 7,861 | $230K | 0.2% | -16.0% | 0.077% | |
5/2/2025 | Cable Hill Partners LLC | 131,725 | $3.87M | 0.4% | +1.1% | 1.291% | |
5/2/2025 | Wealthfront Advisers LLC | 832,250 | $24.34M | 0.1% | -14.7% | 8.159% | |
4/30/2025 | Allworth Financial LP | 2,549 | $74K | 0.0% | +136.7% | 0.025% | |
4/30/2025 | Cerity Partners OCIO LLC | 332,221 | $9.72M | 0.5% | N/A | 3.257% | |
4/29/2025 | Envestnet Asset Management Inc. | 149,127 | $4.36M | 0.0% | -3.8% | 1.462% | |
4/29/2025 | Columbia River Financial Group LLC | 4,651 | $136K | 0.1% | N/A | 0.046% | |
4/28/2025 | Rossby Financial LCC | 5,004 | $146K | 0.1% | N/A | 0.049% | |
4/25/2025 | Westfuller Advisors LLC | 29,593 | $866K | 0.6% | +9.5% | 0.290% | |
4/24/2025 | TFC Financial Management Inc. | 282,130 | $8.25M | 1.3% | +101.2% | 2.766% | |
4/23/2025 | Allodium Investment Consultants LLC | 77,612 | $2.27M | 1.7% | +7.4% | 0.761% | |
4/23/2025 | Golden State Wealth Management LLC | 1,803 | $53K | 0.0% | +174.0% | 0.018% | |
4/23/2025 | First Pacific Financial | 23,627 | $691K | 0.1% | -6.8% | 0.232% | |
4/23/2025 | Golden State Equity Partners | 14,824 | $434K | 0.1% | +21.8% | 0.145% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 209,595 | $6.13M | 0.0% | +2.0% | 2.055% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 163,831 | $4.79M | 0.0% | +6.4% | 1.606% | |
4/18/2025 | Colorado Capital Management Inc. | 244,619 | $7.16M | 3.3% | +8.8% | 2.398% | |
4/17/2025 | Mission Wealth Management LP | 89,307 | $2.61M | 0.1% | +1.7% | 0.876% | |
4/17/2025 | Stewardship Advisors LLC | 33,849 | $990K | 0.3% | -60.2% | 0.332% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 135,627 | $3.97M | 0.0% | +12.2% | 1.330% | |
4/15/2025 | CX Institutional | 5,243 | $153K | 0.0% | N/A | 0.051% | |
4/14/2025 | Charter Oak Capital Management LLC | 7,235 | $212K | 0.0% | N/A | 0.071% | |
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4/14/2025 | UMB Bank n.a. | 15,609 | $457K | 0.0% | -14.5% | 0.153% | |
4/11/2025 | McNamara Financial Services Inc. | 19,200 | $562K | 0.1% | +20.4% | 0.183% | |
4/10/2025 | Better Money Decisions LLC | 26,857 | $786K | 0.5% | +9.5% | 0.256% | |
4/10/2025 | CGN Advisors LLC | 10,291 | $301K | 0.0% | +14.7% | 0.098% | |
4/9/2025 | Pioneer Wealth Management Group | 44,006 | $1.29M | 0.6% | N/A | 0.419% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 120,845 | $3.51M | 0.0% | +5.2% | 1.151% | |
2/25/2025 | Heck Capital Advisors LLC | 6,348 | $184K | 0.0% | N/A | 0.061% | |
2/20/2025 | Westfuller Advisors LLC | 27,032 | $784K | 0.5% | +1.9% | 0.260% | |
2/17/2025 | Cetera Investment Advisers | 47,900 | $1.39M | 0.0% | +3.4% | 0.504% | |
2/17/2025 | Bank of America Corp DE | 474,182 | $13.76M | 0.0% | +4.0% | 4.991% | |
2/14/2025 | Jane Street Group LLC | 11,244 | $326K | 0.0% | -80.8% | 0.118% | |
2/13/2025 | MSH Capital Advisors LLC | 7,550 | $219K | 0.1% | N/A | 0.079% | |
2/13/2025 | NewEdge Advisors LLC | 17,060 | $495K | 0.0% | -7.8% | 0.180% | |
2/13/2025 | Raymond James Financial Inc. | 17,975 | $522K | 0.0% | N/A | 0.189% | |
2/13/2025 | Envestnet Asset Management Inc. | 155,011 | $4.50M | 0.0% | +4.5% | 1.632% | |
2/12/2025 | Orion Portfolio Solutions LLC | 43,827 | $1.27M | 0.0% | -2.2% | 0.461% | |
2/12/2025 | JPMorgan Chase & Co. | 17,952 | $521K | 0.0% | +14.7% | 0.189% | |
2/11/2025 | TIAA Trust National Association | 1,393,958 | $40.45M | 0.1% | +1.8% | 14.673% | |
2/11/2025 | LPL Financial LLC | 72,698 | $2.11M | 0.0% | -13.2% | 0.765% | |
2/11/2025 | Brooklyn FI LLC | 494,272 | $15.06M | 0.1% | +6,300.0% | 5.203% | |
2/10/2025 | Thrivent Financial for Lutherans | 94,722 | $2.75M | 0.0% | +8.1% | 0.997% | |
2/10/2025 | Clarity Wealth Development LLC | 61,944 | $1.81M | 2.0% | N/A | 0.652% | |
2/10/2025 | Corient Private Wealth LLC | 10,704 | $311K | 0.0% | N/A | 0.113% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 153,911 | $4.47M | 0.0% | +6.7% | 1.620% | |
2/10/2025 | Avalon Trust Co | 1,157 | $34K | 0.0% | N/A | 0.012% | |
2/10/2025 | Greykasell Wealth Strategies Inc. | 8,884 | $258K | 0.1% | N/A | 0.094% | |
2/10/2025 | Commonwealth Equity Services LLC | 20,205 | $586K | 0.0% | +39.9% | 0.213% | |
2/10/2025 | Penobscot Wealth Management | 10,722 | $311K | 0.1% | +26.3% | 0.113% | |
2/7/2025 | HighTower Advisors LLC | 8,521 | $247K | 0.0% | -7.1% | 0.090% | |
2/7/2025 | Wealthfront Advisers LLC | 30,000 | $871K | 0.0% | -96.8% | 0.316% | |
2/6/2025 | Vestmark Advisory Solutions Inc. | 102,052 | $2.96M | 0.1% | +15.0% | 1.074% | |
2/6/2025 | One Capital Management LLC | 7,858 | $228K | 0.0% | -9.3% | 0.083% | |
2/6/2025 | Raymond James Financial Inc. | 17,975 | $522K | 0.0% | N/A | 0.189% | |
2/6/2025 | Assetmark Inc. | 42,526 | $1.23M | 0.0% | +4.0% | 0.448% | |
2/6/2025 | Mission Wealth Management LP | 87,796 | $2.55M | 0.1% | -8.9% | 0.924% | |
2/5/2025 | Cable Hill Partners LLC | 130,283 | $3.78M | 0.4% | +1.8% | 1.371% | |
2/4/2025 | Lake Street Advisors Group LLC | 240,270 | $6.97M | 0.3% | +0.7% | 2.529% | |
2/4/2025 | Allodium Investment Consultants LLC | 72,253 | $2.10M | 1.8% | N/A | 0.761% | |
2/3/2025 | Concurrent Investment Advisors LLC | 9,484 | $275K | 0.0% | +30.2% | 0.100% | |
2/3/2025 | Private Advisor Group LLC | 46,940 | $1.36M | 0.0% | +4.9% | 0.494% | |
1/30/2025 | Walkner Condon Financial Advisors LLC | 7,384 | $214K | 0.0% | -19.5% | 0.078% | |
1/29/2025 | TFC Financial Management Inc. | 140,201 | $4.07M | 0.6% | +18.9% | 1.476% | |
1/24/2025 | Better Money Decisions LLC | 24,519 | $712K | 0.5% | +17.0% | 0.258% | |
1/24/2025 | Golden State Equity Partners | 12,172 | $353K | 0.1% | -16.3% | 0.128% | |
1/24/2025 | DAVENPORT & Co LLC | 8,955 | $260K | 0.0% | +14.3% | 0.094% | |
1/23/2025 | Heck Capital Advisors LLC | 6,348 | $184K | 0.0% | N/A | 0.067% | |
1/22/2025 | Perigon Wealth Management LLC | 9,502 | $273K | 0.0% | N/A | 0.100% | |
1/22/2025 | Greenup Street Wealth Management LLC | 20,766 | $603K | 0.1% | +28.3% | 0.219% | |
1/21/2025 | Stewardship Advisors LLC | 84,974 | $2.47M | 0.7% | N/A | 0.894% | |
1/16/2025 | Aspiriant LLC | 9,622 | $279K | 0.0% | -9.8% | 0.101% | |
The Trump Dump is starting; Get out of stocks now? (Ad) The first 365 days of the Trump presidency…
Will be the best time to get rich in American history. If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a |
1/16/2025 | Abacus Wealth Partners LLC | 1,097,562 | $31.85M | 4.8% | +4.4% | 11.553% | |
1/16/2025 | Colorado Capital Management Inc. | 224,740 | $6.52M | 3.2% | +7.7% | 2.366% | |
1/16/2025 | UMB Bank n.a. | 18,257 | $530K | 0.0% | -5.5% | 0.192% | |
1/15/2025 | First Pacific Financial | 25,343 | $735K | 0.2% | +1.6% | 0.267% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 114,473 | $3.55M | 0.0% | -0.3% | 1.205% | |
12/26/2024 | JPMorgan Chase & Co. | 15,646 | $485K | 0.0% | +29.8% | 0.165% | |
11/15/2024 | Orion Portfolio Solutions LLC | 44,794 | $1.39M | 0.0% | -24.8% | 0.472% | |
11/15/2024 | Jane Street Group LLC | 58,525 | $1.82M | 0.0% | -20.4% | 0.616% | |
11/14/2024 | Flow Traders U.S. LLC | 18,223 | $565K | 0.0% | N/A | 0.192% | |
11/7/2024 | Westfuller Advisors LLC | 26,520 | $823K | 0.6% | N/A | 0.279% | |