5/20/2025 | Focus Partners Wealth | 313,326 | $25.86M | 0.1% | +0.9% | 0.226% | |
5/19/2025 | Jane Street Group LLC | 67,073 | $5.54M | 0.0% | N/A | 0.048% | |
5/19/2025 | SageView Advisory Group LLC | 2,574,673 | $212.51M | 9.1% | +8.7% | 1.855% | |
5/19/2025 | SCS Capital Management LLC | 14,705 | $1.21M | 0.0% | N/A | 0.011% | |
5/16/2025 | Arete Wealth Advisors LLC | 4,644 | $383K | 0.0% | N/A | 0.003% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 3,751 | $310K | 0.0% | N/A | 0.003% | |
5/16/2025 | Goldman Sachs Group Inc. | 583,695 | $48.18M | 0.0% | +11.6% | 0.420% | |
5/16/2025 | Jones Financial Companies Lllp | 39,865 | $3.29M | 0.0% | +107.9% | 0.029% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 2,603 | $215K | 0.2% | N/A | 0.002% | |
5/16/2025 | Plancorp LLC | 12,492 | $1.03M | 0.0% | -2.7% | 0.009% | |
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5/16/2025 | NewEdge Advisors LLC | 76,640 | $6.33M | 0.0% | -0.9% | 0.055% | |
5/16/2025 | Integrated Wealth Concepts LLC | 132,683 | $10.95M | 0.1% | +1,406.4% | 0.096% | |
5/16/2025 | Amundi | 377 | $31K | 0.0% | -75.7% | 0.000% | |
5/16/2025 | Ancora Advisors LLC | 1,469 | $121K | 0.0% | -23.8% | 0.001% | |
5/15/2025 | Paragon Private Wealth Management LLC | 2,580 | $213K | 0.1% | N/A | 0.002% | |
5/15/2025 | First Manhattan CO. LLC. | 32,335 | $2.67M | 0.0% | +1.0% | 0.023% | |
5/15/2025 | Royal Bank of Canada | 718,400 | $59.30M | 0.0% | +2.5% | 0.517% | |
5/15/2025 | MAI Capital Management | 39,767 | $3.28M | 0.0% | +4.3% | 0.029% | |
5/15/2025 | Connecticut Wealth Management LLC | 4,102 | $339K | 0.0% | N/A | 0.003% | |
5/15/2025 | Baird Financial Group Inc. | 14,456 | $1.19M | 0.0% | +160.2% | 0.010% | |
5/14/2025 | CreativeOne Wealth LLC | 8,017 | $662K | 0.0% | +10.6% | 0.006% | |
5/14/2025 | Ieq Capital LLC | 82,582 | $6.82M | 0.1% | -0.2% | 0.059% | |
5/14/2025 | Comerica Bank | 418,541 | $34.55M | 0.1% | +0.6% | 0.301% | |
5/14/2025 | Freedom Investment Management Inc. | 111,135 | $9.17M | 0.8% | +327.7% | 0.080% | |
5/14/2025 | MetLife Investment Management LLC | 86,807 | $7.17M | 0.0% | N/A | 0.063% | |
5/14/2025 | SVB Wealth LLC | 13,339 | $1.10M | 0.0% | N/A | 0.010% | |
5/14/2025 | Smartleaf Asset Management LLC | 41,706 | $3.41M | 0.3% | +4.0% | 0.030% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 32,345 | $2.67M | 0.0% | +4.0% | 0.023% | |
5/14/2025 | Kestra Advisory Services LLC | 107,142 | $8.84M | 0.0% | +7.8% | 0.077% | |
5/14/2025 | Hobbs Group Advisors LLC | 4,874 | $402K | 0.2% | -4.0% | 0.004% | |
5/14/2025 | Ameriprise Financial Inc. | 1,404,295 | $115.91M | 0.0% | +41.4% | 1.012% | |
5/14/2025 | CW Advisors LLC | 319,415 | $26.37M | 0.3% | +1.4% | 0.230% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 4,091 | $338K | 0.0% | +13.2% | 0.003% | |
5/14/2025 | Hsbc Holdings PLC | 41,647 | $3.44M | 0.0% | -8.7% | 0.030% | |
5/14/2025 | Andina Capital Management LLC | 31,479 | $2.60M | 1.9% | +16.5% | 0.023% | |
5/14/2025 | Wellington Management Group LLP | 590,524 | $48.74M | 0.0% | N/A | 0.425% | |
5/13/2025 | Aptus Capital Advisors LLC | 8,701 | $718K | 0.0% | +99.3% | 0.006% | |
5/13/2025 | Brooklyn Investment Group | 453 | $37K | 0.0% | N/A | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 1,109,262 | $91.56M | 0.0% | -8.4% | 0.799% | |
5/13/2025 | Cresset Asset Management LLC | 14,028 | $1.16M | 0.0% | +416.9% | 0.010% | |
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5/13/2025 | Gen Wealth Partners Inc | 2,652 | $219K | 0.1% | -6.7% | 0.002% | |
5/13/2025 | Thompson Davis & CO. Inc. | 2,723 | $225K | 0.2% | +7.6% | 0.002% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 10,069 | $831K | 0.0% | -1.6% | 0.007% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 8,948 | $739K | 0.0% | N/A | 0.006% | |
5/13/2025 | HighTower Advisors LLC | 452,054 | $37.31M | 0.1% | +2.2% | 0.326% | |
5/12/2025 | JFG Wealth Management LLC | 4,172 | $344K | 0.1% | -79.2% | 0.003% | |
5/12/2025 | Condor Capital Management | 378,439 | $31.24M | 2.9% | -1.6% | 0.261% | |
5/12/2025 | Townsquare Capital LLC | 3,224 | $266K | 0.0% | N/A | 0.002% | |
5/12/2025 | Savvy Advisors Inc. | 2,483 | $205K | 0.0% | N/A | 0.002% | |
5/12/2025 | Citigroup Inc. | 934,558 | $77.14M | 0.0% | -4.5% | 0.644% | |
5/9/2025 | Chicago Partners Investment Group LLC | 16,239 | $1.31M | 0.0% | -9.4% | 0.012% | |
5/9/2025 | Greykasell Wealth Strategies Inc. | 946 | $78K | 0.0% | N/A | 0.001% | |
5/9/2025 | PrairieView Partners LLC | 4,565 | $376K | 0.0% | -14.1% | 0.003% | |
5/9/2025 | Westwood Holdings Group Inc. | 98,058 | $8.09M | 0.1% | +41.5% | 0.071% | |
5/9/2025 | Topel & Distasi Wealth Management LLC | 19,609 | $1.62M | 0.8% | -35.3% | 0.014% | |
5/9/2025 | Atria Wealth Solutions Inc. | 52,604 | $4.34M | 0.1% | +70.7% | 0.038% | |
5/9/2025 | Cary Street Partners Financial LLC | 2,654 | $219K | 0.0% | -98.7% | 0.002% | |
5/9/2025 | Kickstand Ventures LLC. | 143,256 | $11.82M | 3.0% | +13.2% | 0.103% | |
5/9/2025 | Empire Life Investments Inc. | 12,600 | $1.04M | 0.1% | N/A | 0.009% | |
5/9/2025 | Commonwealth Equity Services LLC | 1,409,461 | $116.34M | 0.2% | +5.9% | 1.015% | |
5/9/2025 | Blair William & Co. IL | 12,796 | $1.06M | 0.0% | +1.0% | 0.009% | |
5/9/2025 | PNC Financial Services Group Inc. | 788,114 | $65.05M | 0.0% | +2.8% | 0.568% | |
5/8/2025 | IFG Advisory LLC | 35,710 | $2.95M | 0.2% | N/A | 0.026% | |
5/8/2025 | Windward Private Wealth Management Inc. | 284,519 | $23.48M | 9.2% | +0.8% | 0.205% | |
5/8/2025 | TIAA Trust National Association | 4,112,204 | $339.42M | 1.1% | +3.5% | 2.962% | |
5/8/2025 | Commerce Bank | 245,494 | $20.26M | 0.1% | +13.7% | 0.177% | |
5/8/2025 | US Bancorp DE | 7,821 | $646K | 0.0% | -10.7% | 0.006% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 2,498 | $206K | 0.0% | -35.6% | 0.002% | |
5/8/2025 | Harbour Investments Inc. | 2,844 | $235K | 0.0% | +33.1% | 0.002% | |
5/8/2025 | Natixis Advisors LLC | 246,027 | $20.31M | 0.0% | -4.0% | 0.177% | |
5/8/2025 | NorthRock Partners LLC | 14,356 | $1.19M | 0.0% | -1.1% | 0.010% | |
5/8/2025 | Modera Wealth Management LLC | 35,305 | $2.91M | 0.0% | +1.5% | 0.025% | |
5/8/2025 | Mesirow Financial Investment Management Inc. | 19,688 | $1.63M | 0.0% | +36.0% | 0.014% | |
5/8/2025 | Geneos Wealth Management Inc. | 99,847 | $8.24M | 0.2% | -1.9% | 0.072% | |
5/8/2025 | Cozad Asset Management Inc. | 15,176 | $1.25M | 0.1% | +1.2% | 0.011% | |
5/7/2025 | Woodard & Co. Asset Management Group Inc. ADV | 313,095 | $25.84M | 5.4% | +11,389.7% | 0.226% | |
5/7/2025 | Ridgewood Investments LLC | 24,297 | $2.01M | 0.9% | -7.4% | 0.018% | |
5/7/2025 | LPL Financial LLC | 8,977,710 | $741.02M | 0.3% | +488.3% | 6.467% | |
5/7/2025 | FourThought Financial Partners LLC | 104,607 | $8.63M | 0.9% | -70.3% | 0.075% | |
5/7/2025 | Integrated Investment Consultants LLC | 43,923 | $3.63M | 0.5% | +38.5% | 0.032% | |
5/7/2025 | HB Wealth Management LLC | 30,433 | $2.51M | 0.0% | +2.6% | 0.022% | |
5/7/2025 | Trilogy Capital Inc. | 7,495 | $619K | 0.0% | +41.8% | 0.005% | |
5/6/2025 | Assetmark Inc. | 3,954 | $326K | 0.0% | -53.8% | 0.003% | |
5/6/2025 | Cetera Investment Advisers | 282,711 | $23.34M | 0.0% | +1.1% | 0.204% | |
5/6/2025 | Avantax Advisory Services Inc. | 24,333 | $2.01M | 0.0% | +17.5% | 0.018% | |
5/6/2025 | M1 Capital Management LLC | 2,910 | $240K | 0.2% | N/A | 0.002% | |
5/6/2025 | Wedbush Securities Inc. | 2,739 | $226K | 0.0% | N/A | 0.002% | |
5/6/2025 | SYM FINANCIAL Corp | 404 | $33K | 0.0% | N/A | 0.000% | |
5/6/2025 | Advocacy Wealth Management Services LLC | 2,683 | $221K | 0.0% | -21.2% | 0.002% | |
5/6/2025 | Choreo LLC | 6,007 | $496K | 0.0% | +8.0% | 0.004% | |
Washington Is Broke—and Eyeing Your Savings Next (Ad) Washington is running out of money…And guess where they'll look next?
When governments go broke, they take from the people.
It's happened before, and it's happening again.
The Department of Justice just admitted that cash isn't legally YOUR property. Get your free guide now by clicking here >> |
5/6/2025 | Ignite Planners LLC | 7,535 | $602K | 0.1% | -12.3% | 0.005% | |
5/5/2025 | Wealth Dimensions Group Ltd. | 297,155 | $24.53M | 5.9% | +3.7% | 0.214% | |
5/5/2025 | CBIZ Investment Advisory Services LLC | 21,047 | $1.74M | 0.5% | -68.5% | 0.015% | |
5/5/2025 | Kestra Private Wealth Services LLC | 19,949 | $1.65M | 0.0% | +20.5% | 0.014% | |
5/5/2025 | AMG National Trust Bank | 32,288 | $2.67M | 0.1% | +234.9% | 0.023% | |
5/5/2025 | Allegiance Financial Group Advisory Services LLC | 22,638 | $1.87M | 0.6% | -8.3% | 0.016% | |
5/5/2025 | Private Advisor Group LLC | 174,762 | $14.43M | 0.1% | +75.9% | 0.126% | |
5/2/2025 | KM Capital Management Ltd. | 2,555 | $211K | 0.1% | N/A | 0.002% | |
5/2/2025 | Verdence Capital Advisors LLC | 179,467 | $14.81M | 1.1% | -33.6% | 0.129% | |
5/2/2025 | Bridgewater Advisors Inc. | 4,448 | $355K | 0.0% | N/A | 0.003% | |