| 7/23/2025 | WESPAC Advisors LLC | 9,638 | $222K | 0.2% | -40.6% | 0.027% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 45,330 | $1.05M | 0.0% | -2.4% | 0.126% | |
| 7/22/2025 | 4Thought Financial Group Inc. | 22,213 | $512K | 0.3% | -3.3% | 0.062% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 2,726 | $63K | 0.0% | N/A | 0.008% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 32,505 | $750K | 0.0% | +2.5% | 0.091% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 21,885 | $505K | 0.1% | +7.9% | 0.059% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 13,707 | $316K | 0.0% | -56.0% | 0.037% | |
| 7/16/2025 | Tassel Capital Management Inc. | 16,538 | $382K | 0.3% | +17.9% | 0.045% | |
| 7/15/2025 | BCS Wealth Management | 32,866 | $758K | 0.2% | -5.6% | 0.089% | |
| 7/15/2025 | Legacy Financial Group LLC | 71,123 | $1.64M | 0.2% | -40.2% | 0.193% | |
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| 7/14/2025 | Wealth Advisory Solutions LLC | 55,384 | $1.28M | 0.3% | +17.3% | 0.151% | |
| 7/14/2025 | CRA Financial Services LLC | 39,116 | $902K | 0.1% | +4.0% | 0.106% | |
| 7/11/2025 | Quad Cities Investment Group LLC | 18,408 | $425K | 0.2% | -2.9% | 0.050% | |
| 7/11/2025 | Meriwether Wealth & Planning LLC | 15,913 | $367K | 0.2% | +5.5% | 0.043% | |
| 7/11/2025 | Farther Finance Advisors LLC | 14,263 | $329K | 0.0% | +1,010.0% | 0.039% | |
| 7/11/2025 | AA Financial Advisors LLC | 411,444 | $9.49M | 2.0% | +16.5% | 1.118% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 45,122 | $1.04M | 0.0% | -1.4% | 0.122% | |
| 7/10/2025 | Focus Financial Network Inc. | 10,000 | $231K | 0.0% | N/A | 0.027% | |
| 7/9/2025 | Mirador Capital Partners LP | 2,389,222 | $55.12M | 9.0% | +4.8% | 6.457% | |
| 7/8/2025 | FF Advisors LLC | 233,139 | $5.38M | 2.8% | +2.1% | 0.630% | |
| 7/8/2025 | S.E.E.D. Planning Group LLC | 73,467 | $1.70M | 0.5% | +4.4% | 0.199% | |
| 7/7/2025 | Horizons Wealth Management | 100,318 | $2.31M | 1.6% | -0.9% | 0.271% | |
| 7/3/2025 | Collective Family Office LLC | 345,052 | $7.96M | 2.0% | -47.4% | 0.829% | |
| 7/1/2025 | Private Client Services LLC | 120,448 | $2.78M | 1.1% | -7.3% | 0.290% | |
| 5/28/2025 | Intrua Financial LLC | 238,115 | $5.49M | 0.8% | -2.9% | 0.572% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 33,570 | $774K | 0.0% | +4.7% | 0.081% | |
| 5/19/2025 | Jane Street Group LLC | 137,482 | $3.17M | 0.0% | -3.4% | 0.330% | |
| 5/19/2025 | Advisory Alpha LLC | 444,767 | $10.25M | 0.3% | +17.9% | 1.069% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 13,141 | $303K | 0.0% | -7.5% | 0.032% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 426,959 | $9.84M | 0.4% | +6.9% | 1.036% | |
| 5/16/2025 | Jones Financial Companies Lllp | 11,437 | $292K | 0.0% | -84.4% | 0.028% | |
| 5/16/2025 | NewEdge Advisors LLC | 66,382 | $1.53M | 0.0% | +8.8% | 0.161% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 377,012 | $8.69M | 0.1% | -7.5% | 0.915% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 19,185 | $442K | 0.0% | +10.6% | 0.047% | |
| 5/15/2025 | Royal Bank of Canada | 268,848 | $6.20M | 0.0% | -0.3% | 0.653% | |
| 5/15/2025 | OLD Mission Capital LLC | 12,292 | $283K | 0.0% | +37.6% | 0.030% | |
| 5/14/2025 | Delta Investment Management LLC | 576,202 | $13.28M | 2.7% | -9.9% | 1.399% | |
| 5/14/2025 | Comerica Bank | 5,195 | $120K | 0.0% | +57.7% | 0.013% | |
| 5/14/2025 | RPg Family Wealth Advisory LLC | 139,362 | $3.21M | 0.9% | +1.5% | 0.338% | |
| 5/14/2025 | Kestra Advisory Services LLC | 157,936 | $3.64M | 0.0% | -1.2% | 0.383% | |
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| 5/14/2025 | Compound Planning Inc. | 72,438 | $1.67M | 0.1% | +18.7% | 0.176% | |
| 5/14/2025 | Capital Analysts LLC | 80,833 | $1.86M | 0.1% | +14.1% | 0.196% | |
| 5/14/2025 | Voisard Asset Management Group Inc. | 34,306 | $791K | 0.2% | +14.5% | 0.083% | |
| 5/13/2025 | Raymond James Financial Inc. | 683,787 | $15.76M | 0.0% | +48.3% | 1.644% | |
| 5/13/2025 | Tyler Stone Wealth Management | 168,485 | $3.88M | 0.7% | +10.0% | 0.405% | |
| 5/13/2025 | Oder Investment Management LLC | 172,134 | $3.97M | 3.4% | +4.5% | 0.414% | |
| 5/13/2025 | NFP Retirement Inc. | 54,163 | $1.25M | 0.1% | -0.8% | 0.130% | |
| 5/12/2025 | Invesco Ltd. | 93,742 | $2.16M | 0.0% | +2.5% | 0.225% | |
| 5/12/2025 | Koss Olinger Consulting LLC | 18,037 | $416K | 0.0% | +4.0% | 0.043% | |
| 5/9/2025 | Blue Barn Wealth LLC | 56,776 | $1.31M | 0.7% | -11.1% | 0.136% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 21,566 | $497K | 0.0% | -27.2% | 0.052% | |
| 5/8/2025 | Certified Advisory Corp | 17,352 | $400K | 0.0% | -14.8% | 0.042% | |
| 5/8/2025 | MGO One Seven LLC | 92,609 | $2.14M | 0.1% | +1.5% | 0.223% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 73,325 | $1.69M | 0.0% | +7.8% | 0.176% | |
| 5/7/2025 | Werba Rubin Papier Wealth Management | 164,577 | $3.79M | 0.8% | -2.4% | 0.396% | |
| 5/7/2025 | LPL Financial LLC | 1,941,620 | $44.75M | 0.0% | +4.9% | 4.667% | |
| 5/6/2025 | Cetera Investment Advisers | 1,380,021 | $31.81M | 0.1% | +3.4% | 3.317% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 25,805 | $595K | 0.0% | -23.7% | 0.062% | |
| 5/6/2025 | SFE Investment Counsel | 162,996 | $3.76M | 0.8% | -28.8% | 0.392% | |
| 5/6/2025 | Old Port Advisors | 10,900 | $251K | 0.1% | N/A | 0.026% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 54,339 | $1.25M | 0.0% | +25.6% | 0.131% | |
| 5/5/2025 | Atlantic Union Bankshares Corp | 9,561 | $220K | 0.0% | N/A | 0.023% | |
| 5/5/2025 | IFP Advisors Inc | 64,752 | $1.49M | 0.0% | -3.5% | 0.156% | |
| 5/5/2025 | Private Advisor Group LLC | 139,221 | $3.21M | 0.0% | -10.5% | 0.335% | |
| 5/5/2025 | Diversify Advisory Services LLC | 26,288 | $606K | 0.0% | -22.1% | 0.063% | |
| 5/5/2025 | Migdal Insurance & Financial Holdings Ltd. | 477,794 | $11.01M | 0.2% | -15.2% | 1.149% | |
| 5/2/2025 | Larson Financial Group LLC | 16,227 | $374K | 0.0% | -14.3% | 0.039% | |
| 5/2/2025 | Prevail Innovative Wealth Advisors LLC | 45,531 | $1.05M | 0.3% | -68.5% | 0.109% | |
| 5/1/2025 | Key Financial Inc | 57,196 | $1.32M | 0.3% | +5.4% | 0.137% | |
| 5/1/2025 | CWM LLC | 4,591 | $106K | 0.0% | +89.2% | 0.011% | |
| 5/1/2025 | TFR Capital LLC. | 86,654 | $2.00M | 0.8% | +168.0% | 0.207% | |
| 5/1/2025 | Stephens Inc. AR | 20,745 | $478K | 0.0% | -38.8% | 0.050% | |
| 5/1/2025 | WESPAC Advisors LLC | 16,233 | $374K | 0.3% | -3.8% | 0.039% | |
| 4/30/2025 | Allworth Financial LP | 46,186 | $1.06M | 0.0% | -3.3% | 0.110% | |
| 4/30/2025 | Wealth Advisory Solutions LLC | 47,216 | $1.09M | 0.3% | N/A | 0.113% | |
| 4/30/2025 | AlphaStar Capital Management LLC | 19,369 | $446K | 0.1% | -19.9% | 0.046% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 13,761 | $317K | 0.0% | -13.7% | 0.033% | |
| 4/30/2025 | Brown Advisory Inc. | 33,672 | $776K | 0.0% | +3.3% | 0.080% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 900,540 | $20.76M | 0.0% | -7.2% | 2.149% | |
| 4/29/2025 | Strategic Blueprint LLC | 30,555 | $704K | 0.0% | +1.8% | 0.073% | |
| 4/28/2025 | Mutual Advisors LLC | 22,005 | $507K | 0.0% | +5.2% | 0.053% | |
| 4/28/2025 | Straight Path Wealth Management | 17,123 | $395K | 0.2% | -8.0% | 0.041% | |
| 4/28/2025 | American Capital Advisory LLC | 17,591 | $405K | 0.2% | +11.2% | 0.042% | |
| 4/25/2025 | MorganRosel Wealth Management LLC | 5,568 | $128K | 0.0% | N/A | 0.013% | |
| 4/25/2025 | IRON Financial LLC | 19,514 | $450K | 0.3% | -5.0% | 0.046% | |
| 4/25/2025 | Verity Asset Management Inc. | 312,480 | $7.20M | 2.9% | -32.7% | 0.742% | |
| 4/25/2025 | Wealthstar Advisors LLC | 13,403 | $309K | 0.1% | -21.7% | 0.032% | |
| 4/25/2025 | Sovran Advisors LLC | 20,853 | $481K | 0.1% | N/A | 0.050% | |
| 4/25/2025 | WealthBridge Capital Management LLC | 38,247 | $882K | 0.2% | N/A | 0.091% | |
| 4/23/2025 | Flavin Financial Services Inc. | 70,149 | $1.62M | 1.5% | +34.5% | 0.167% | |
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Crypto analyst Juan Villaverde, who called Bitcoin’s breakout to $100K nearly to the day, says a lesser-known coin could be even bigger. It’s faster, cheaper, and backed by Google, Visa, and top VCs with over $200 million already invested. Get the name of this “third pillar” crypto in Juan’s free report → |
| 4/23/2025 | Western Wealth Management LLC | 20,981 | $484K | 0.0% | -19.7% | 0.050% | |
| 4/23/2025 | Consolidated Portfolio Review Corp | 20,285 | $468K | 0.1% | +4.7% | 0.048% | |
| 4/23/2025 | Vantage Point Financial LLC | 67,964 | $1.57M | 0.8% | -0.8% | 0.161% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 116,761 | $2.69M | 0.0% | -2.3% | 0.277% | |
| 4/22/2025 | Tassel Capital Management Inc. | 14,029 | $323K | 0.3% | -20.5% | 0.033% | |
| 4/22/2025 | Paradiem LLC | 89,278 | $2.06M | 0.6% | -10.7% | 0.212% | |
| 4/22/2025 | Altrius Capital Management Inc | 34,648 | $799K | 0.2% | -9.4% | 0.082% | |
| 4/22/2025 | Masso Torrence Wealth Management Inc. | 26,017 | $600K | 0.3% | -23.7% | 0.062% | |
| 4/21/2025 | Meriwether Wealth & Planning LLC | 15,090 | $348K | 0.2% | +30.7% | 0.036% | |
| 4/17/2025 | AA Financial Advisors LLC | 353,322 | $8.14M | 2.0% | +20.3% | 0.849% | |
