7/24/2025 | US Bancorp DE | 326,022 | $22.10M | 0.0% | -4.2% | 1.520% | |
7/23/2025 | Canopy Partners LLC | 3,523 | $239K | 0.1% | -77.0% | 0.016% | |
7/22/2025 | Simplicity Wealth LLC | 171,088 | $11.60M | 0.5% | +21.9% | 0.798% | |
7/22/2025 | OLD National Bancorp IN | 8,977 | $608K | 0.0% | N/A | 0.042% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 180,047 | $12.20M | 0.3% | +181.8% | 0.839% | |
7/22/2025 | Berger Financial Group Inc | 138,848 | $9.41M | 0.6% | +4.8% | 0.647% | |
7/21/2025 | NTV Asset Management LLC | 2,975 | $202K | 0.0% | N/A | 0.014% | |
7/21/2025 | Greenwood Capital Associates LLC | 2,977 | $202K | 0.0% | N/A | 0.014% | |
7/21/2025 | Red Mountain Financial LLC | 4,449 | $279K | 0.4% | +5.3% | 0.021% | |
7/18/2025 | Pure Financial Advisors LLC | 14,772 | $1.00M | 0.0% | +30.4% | 0.069% | |
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7/18/2025 | SigFig Wealth Management LLC | 95,048 | $6.42M | 0.2% | +36.8% | 0.443% | |
7/18/2025 | Truist Financial Corp | 185,494 | $12.57M | 0.0% | -42.2% | 0.865% | |
7/17/2025 | Janney Montgomery Scott LLC | 53,054 | $3.60M | 0.0% | -4.0% | 0.247% | |
7/17/2025 | GC Wealth Management RIA LLC | 17,114 | $1.16M | 0.1% | -3.9% | 0.080% | |
7/16/2025 | ORG Partners LLC | 754 | $52K | 0.0% | -19.8% | 0.004% | |
7/16/2025 | Kendall Capital Management | 310,495 | $21.05M | 5.6% | +2.5% | 1.448% | |
7/16/2025 | Congress Asset Management Co. | 57,687 | $3.91M | 0.0% | -67.4% | 0.269% | |
7/16/2025 | Perigon Wealth Management LLC | 7,028 | $476K | 0.0% | +56.8% | 0.033% | |
7/15/2025 | James J. Burns & Company LLC | 77,867 | $5.28M | 0.9% | +12.2% | 0.363% | |
7/15/2025 | Fifth Third Bancorp | 520,073 | $35.25M | 0.1% | -5.2% | 2.425% | |
7/14/2025 | Park Avenue Securities LLC | 3,391 | $230K | 0.0% | N/A | 0.016% | |
7/11/2025 | CX Institutional | 62,130 | $4.21M | 0.1% | +26.3% | 0.290% | |
7/11/2025 | CMH Wealth Management LLC | 127,187 | $8.62M | 2.0% | -50.8% | 0.592% | |
7/10/2025 | Charter Oak Capital Management LLC | 15,278 | $1.04M | 0.1% | -5.4% | 0.071% | |
7/10/2025 | HF Advisory Group LLC | 18,803 | $1.27M | 0.5% | -1.8% | 0.087% | |
7/9/2025 | Harbor Capital Advisors Inc. | 144,956 | $9.83M | 0.4% | -28.6% | 0.674% | |
7/9/2025 | Boyum Wealth Architects LLC | 13,192 | $894K | 0.7% | +298.2% | 0.061% | |
7/8/2025 | Little House Capital LLC | 6,108 | $414K | 0.1% | -19.0% | 0.028% | |
7/8/2025 | Parallel Advisors LLC | 1,701 | $115K | 0.0% | -15.0% | 0.008% | |
7/7/2025 | O Connor Financial Group LLC | 4,957 | $345K | 0.2% | +26.2% | 0.023% | |
6/27/2025 | Goldman Sachs Group Inc. | 12,042 | $753K | 0.0% | -33.7% | 0.056% | |
5/20/2025 | Focus Partners Wealth | 404,581 | $25.30M | 0.1% | +81.5% | 1.827% | |
5/20/2025 | Integrity Alliance LLC. | 4,556 | $285K | 0.0% | N/A | 0.021% | |
5/19/2025 | Jane Street Group LLC | 77,005 | $4.82M | 0.0% | +1,288.2% | 0.348% | |
5/19/2025 | SageView Advisory Group LLC | 5,538 | $346K | 0.0% | N/A | 0.025% | |
5/19/2025 | Legacy Advisory Services LLC | 7,411 | $463K | 0.4% | N/A | 0.033% | |
5/16/2025 | Goldman Sachs Group Inc. | 12,042 | $753K | 0.0% | -33.7% | 0.054% | |
5/16/2025 | Jones Financial Companies Lllp | 33,978 | $2.13M | 0.0% | +13,330.0% | 0.153% | |
5/16/2025 | Curi RMB Capital LLC | 26,699 | $1.67M | 0.0% | N/A | 0.121% | |
5/16/2025 | AlTi Global Inc. | 5,843 | $365K | 0.0% | N/A | 0.026% | |
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 |
5/15/2025 | Flputnam Investment Management Co. | 12,329 | $771K | 0.0% | +20.6% | 0.056% | |
5/15/2025 | Royal Bank of Canada | 58,273 | $3.64M | 0.0% | +12.0% | 0.263% | |
5/15/2025 | Baird Financial Group Inc. | 45,054 | $2.82M | 0.0% | +18.3% | 0.203% | |
5/14/2025 | Comerica Bank | 1,703 | $107K | 0.0% | +12.1% | 0.008% | |
5/14/2025 | Smartleaf Asset Management LLC | 38,404 | $2.41M | 0.2% | -4.3% | 0.173% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 13,447 | $841K | 0.0% | +33.0% | 0.061% | |
5/14/2025 | Kestra Advisory Services LLC | 14,407 | $901K | 0.0% | -19.2% | 0.065% | |
5/14/2025 | Compound Planning Inc. | 5,460 | $341K | 0.0% | +15.8% | 0.025% | |
5/14/2025 | CW Advisors LLC | 17,641 | $1.10M | 0.0% | -27.7% | 0.080% | |
5/14/2025 | Flow Traders U.S. LLC | 23,663 | $1.48M | 0.1% | N/A | 0.107% | |
5/14/2025 | Capital Analysts LLC | 3,966 | $248K | 0.0% | -35.2% | 0.018% | |
5/14/2025 | Andina Capital Management LLC | 32,205 | $2.01M | 1.4% | +27.4% | 0.145% | |
5/14/2025 | Fuller & Thaler Asset Management Inc. | 4,727 | $296K | 0.0% | N/A | 0.021% | |
5/13/2025 | Raymond James Financial Inc. | 183,982 | $11.51M | 0.0% | +11.0% | 0.831% | |
5/13/2025 | Cresset Asset Management LLC | 693,636 | $43.38M | 0.2% | +9.1% | 3.132% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 216,691 | $13.55M | 0.1% | +3.8% | 0.978% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 354,819 | $22.19M | 0.6% | N/A | 1.602% | |
5/13/2025 | HighTower Advisors LLC | 124,245 | $7.77M | 0.0% | -27.3% | 0.561% | |
5/12/2025 | Berger Financial Group Inc | 132,441 | $8.28M | 0.6% | -19.2% | 0.598% | |
5/12/2025 | Sierra Summit Advisors LLC | 8,338 | $521K | 0.1% | -29.9% | 0.038% | |
5/12/2025 | AlphaCore Capital LLC | 1,174 | $73K | 0.0% | N/A | 0.005% | |
5/9/2025 | Wealthspire Advisors LLC | 481,972 | $30.14M | 0.2% | +2.7% | 2.176% | |
5/9/2025 | Atria Wealth Solutions Inc. | 6,587 | $412K | 0.0% | -12.5% | 0.030% | |
5/9/2025 | Cary Street Partners Financial LLC | 12,035 | $753K | 0.0% | -11.3% | 0.054% | |
5/9/2025 | Advyzon Investment Management LLC | 7,210 | $451K | 0.2% | -45.0% | 0.033% | |
5/9/2025 | Sfmg LLC | 3,553 | $222K | 0.0% | +7.5% | 0.016% | |
5/9/2025 | Blair William & Co. IL | 217,804 | $13.62M | 0.0% | -2.2% | 0.983% | |
5/8/2025 | US Bancorp DE | 340,315 | $21.28M | 0.1% | -3.6% | 1.644% | |
5/7/2025 | Canopy Partners LLC | 15,308 | $957K | 0.4% | -15.5% | 0.074% | |
5/7/2025 | Financial Management Network Inc. | 5,479 | $343K | 0.1% | +11.4% | 0.026% | |
5/7/2025 | Vantage Financial Partners LLC | 3,887 | $243K | 0.1% | N/A | 0.019% | |
5/7/2025 | LPL Financial LLC | 131,999 | $8.26M | 0.0% | -5.4% | 0.638% | |
5/6/2025 | USAdvisors Wealth Management LLC | 11,407 | $713K | 0.2% | -17.8% | 0.055% | |
5/6/2025 | Cetera Investment Advisers | 20,120 | $1.26M | 0.0% | +17.3% | 0.097% | |
5/6/2025 | Avantax Advisory Services Inc. | 27,498 | $1.72M | 0.0% | -3.1% | 0.133% | |
5/6/2025 | City National Bank of Florida MSD | 141,874 | $8.87M | 8.0% | +16.3% | 0.685% | |
5/2/2025 | Altman Advisors Inc. | 21,160 | $1.32M | 0.6% | -6.2% | 0.102% | |
5/2/2025 | Whittier Trust Co. | 10,056 | $629K | 0.0% | +24.8% | 0.049% | |
5/2/2025 | Catalyst Financial Partners LLC | 64,276 | $4.02M | 0.7% | +28.1% | 0.311% | |
5/1/2025 | TFR Capital LLC. | 16,161 | $1.01M | 0.4% | +11.5% | 0.078% | |
5/1/2025 | Diversify Wealth Management LLC | 3,424 | $211K | 0.0% | -25.1% | 0.017% | |
4/30/2025 | Cerity Partners LLC | 7,769 | $486K | 0.0% | -2.7% | 0.038% | |
4/30/2025 | Van Cleef Asset Management Inc | 3,885 | $243K | 0.0% | -7.7% | 0.019% | |
4/30/2025 | Trek Financial LLC | 28,963 | $1.81M | 0.1% | -51.4% | 0.140% | |
4/29/2025 | TD Private Client Wealth LLC | 2,852 | $178K | 0.0% | +6.2% | 0.014% | |
4/29/2025 | Envestnet Asset Management Inc. | 251,793 | $15.75M | 0.0% | -67.1% | 1.216% | |
4/29/2025 | Bank of New York Mellon Corp | 3,796 | $237K | 0.0% | +11.9% | 0.018% | |
4/29/2025 | World Investment Advisors | 343,986 | $21.51M | 0.6% | -0.3% | 1.662% | |
4/29/2025 | OneDigital Investment Advisors LLC | 78,395 | $4.90M | 0.1% | -4.0% | 0.379% | |
4/28/2025 | D.A. Davidson & CO. | 4,155 | $260K | 0.0% | -7.6% | 0.020% | |
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 | Red Mountain Financial LLC | 4,226 | $264K | 0.3% | -9.5% | 0.020% | |
4/28/2025 | Rossby Financial LCC | 83,607 | $5.10M | 2.1% | +70.3% | 0.404% | |
4/25/2025 | Benchmark Financial Wealth Advisors LLC | 59,735 | $3.74M | 1.4% | -16.1% | 0.289% | |
4/25/2025 | Kendall Capital Management | 303,038 | $18.95M | 5.6% | +3.5% | 1.464% | |
4/25/2025 | Little House Capital LLC | 7,545 | $472K | 0.1% | +9.1% | 0.036% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 993 | $62K | 0.0% | N/A | 0.005% | |
4/23/2025 | Pure Financial Advisors LLC | 11,328 | $708K | 0.0% | +34.1% | 0.055% | |
4/23/2025 | Perigon Wealth Management LLC | 4,481 | $280K | 0.0% | +8.1% | 0.022% | |
4/23/2025 | Spire Wealth Management | 477 | $30K | 0.0% | +213.8% | 0.002% | |
4/23/2025 | SC&H Financial Advisors Inc. | 7,890 | $493K | 0.1% | +41.1% | 0.038% | |