4/30/2025 | Genus Capital Management Inc. | 41,655 | $640K | 0.1% | -217.5% | 0.001% | |
4/30/2025 | Cerity Partners LLC | 236,094 | $3.63M | 0.0% | +39.2% | 0.007% | |
4/30/2025 | Parr Mcknight Wealth Management Group LLC | 153,115 | $2.35M | 0.3% | N/A | 0.004% | |
4/30/2025 | Rehmann Capital Advisory Group | 52,142 | $801K | 0.1% | +40.8% | 0.001% | |
4/30/2025 | Personal CFO Solutions LLC | 28,402 | $436K | 0.1% | -10.9% | 0.001% | |
4/30/2025 | Valeo Financial Advisors LLC | 21,230 | $326K | 0.0% | +14.7% | 0.001% | |
4/30/2025 | M&T Bank Corp | 23,607 | $362K | 0.0% | +14.3% | 0.001% | |
4/30/2025 | Pekin Hardy Strauss Inc. | 11,000 | $169K | 0.0% | N/A | 0.000% | |
4/30/2025 | Crossmark Global Holdings Inc. | 754,930 | $11.60M | 0.2% | -44.4% | 0.021% | |
4/29/2025 | Financial Counselors Inc. | 26,133 | $401K | 0.0% | -28.5% | 0.001% | |
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4/29/2025 | Callan Capital LLC | 23,226 | $357K | 0.0% | +16.5% | 0.001% | |
4/29/2025 | Envestnet Asset Management Inc. | 2,510,754 | $38.57M | 0.0% | -18.0% | 0.070% | |
4/29/2025 | Concurrent Investment Advisors LLC | 33,537 | $515K | 0.0% | +63.5% | 0.001% | |
4/29/2025 | Bank of New York Mellon Corp | 382,201 | $5.87M | 0.0% | -57.6% | 0.011% | |
4/29/2025 | Wayfinding Financial LLC | 2,983 | $46K | 0.0% | N/A | 0.000% | |
4/29/2025 | Checchi Capital Advisers LLC | 19,673 | $302K | 0.0% | +7.1% | 0.001% | |
4/28/2025 | Aaron Wealth Advisors LLC | 32,120 | $493K | 0.1% | +4.0% | 0.001% | |
4/28/2025 | DAVENPORT & Co LLC | 46,547 | $715K | 0.0% | +34.5% | 0.001% | |
4/25/2025 | Shilanski & Associates Inc. | 16,509 | $254K | 0.1% | -8.0% | 0.000% | |
4/25/2025 | Naviter Wealth LLC | 73,002 | $1.14M | 0.1% | +2.0% | 0.002% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 784,979 | $12.09M | 0.0% | +13.9% | 0.022% | |
4/24/2025 | Diversified Trust Co | 98,914 | $1.52M | 0.0% | +83.4% | 0.003% | |
4/24/2025 | Hedges Asset Management LLC | 148,300 | $2.28M | 1.4% | -3.3% | 0.004% | |
4/24/2025 | PDS Planning Inc | 12,094 | $186K | 0.0% | +13.7% | 0.000% | |
4/23/2025 | Sequoia Financial Advisors LLC | 32,981 | $507K | 0.0% | +5.0% | 0.001% | |
4/23/2025 | Perigon Wealth Management LLC | 10,844 | $167K | 0.0% | -8.2% | 0.000% | |
4/23/2025 | Bessemer Group Inc. | 4,509 | $69K | 0.0% | +1,539.6% | 0.000% | |
4/23/2025 | Spire Wealth Management | 60,788 | $934K | 0.0% | +654.9% | 0.002% | |
4/23/2025 | Wealthquest Corp | 2,086 | $32K | 0.0% | N/A | 0.000% | |
4/23/2025 | Oppenheimer Asset Management Inc. | 265,158 | $4.07M | 0.1% | -20.8% | 0.007% | |
4/22/2025 | TrueMark Investments LLC | 45,682 | $702K | 0.2% | N/A | 0.001% | |
4/22/2025 | Channing Global Advisors LLC | 37,225 | $572K | 0.4% | +6.9% | 0.001% | |
4/22/2025 | Nilsine Partners LLC | 28,444 | $437K | 0.0% | -2.5% | 0.001% | |
4/21/2025 | Blue Trust Inc. | 48,078 | $738K | 0.0% | +88.3% | 0.001% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 35,431 | $544K | 0.0% | -46.0% | 0.001% | |
4/18/2025 | Clarius Group LLC | 16,972 | $261K | 0.0% | -10.1% | 0.000% | |
4/17/2025 | QRG Capital Management Inc. | 539,591 | $8.29M | 0.1% | -0.5% | 0.015% | |
4/17/2025 | Sagespring Wealth Partners LLC | 25,441 | $391K | 0.0% | +47.8% | 0.001% | |
4/17/2025 | Janney Montgomery Scott LLC | 47,617 | $731K | 0.0% | +52.0% | 0.001% | |
4/17/2025 | D Orazio & Associates Inc. | 36,873 | $566K | 0.1% | +2.1% | 0.001% | |
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4/17/2025 | Ritholtz Wealth Management | 214,396 | $3.29M | 0.1% | -0.9% | 0.006% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 156,128 | $2.40M | 0.0% | -2.0% | 0.004% | |
4/16/2025 | Elevation Point Wealth Partners LLC | 78,665 | $1.21M | 0.1% | +4.1% | 0.002% | |
4/15/2025 | Fifth Third Bancorp | 55,436 | $851K | 0.0% | +2.4% | 0.002% | |
4/15/2025 | Redhawk Wealth Advisors Inc. | 74,362 | $1.14M | 0.2% | +67.0% | 0.002% | |
4/15/2025 | SG Americas Securities LLC | 39,997 | $614K | 0.0% | -56.0% | 0.001% | |
4/15/2025 | Simplicity Wealth LLC | 10,377 | $159K | 0.0% | -18.1% | 0.000% | |
4/15/2025 | GAMMA Investing LLC | 16,049 | $247K | 0.0% | +17.4% | 0.000% | |
4/14/2025 | OLD National Bancorp IN | 25,859 | $397K | 0.0% | -37.6% | 0.001% | |
4/14/2025 | Sivia Capital Partners LLC | 19,704 | $303K | 0.1% | +72.2% | 0.001% | |
4/10/2025 | Financial Management Professionals Inc. | 1,911 | $29K | 0.0% | N/A | 0.000% | |
4/10/2025 | Whipplewood Advisors LLC | 23,205 | $356K | 0.1% | +157.7% | 0.001% | |
4/9/2025 | Fulton Bank N.A. | 15,448 | $237K | 0.0% | -12.8% | 0.000% | |
4/9/2025 | Merit Financial Group LLC | 39,884 | $613K | 0.0% | N/A | 0.001% | |
4/9/2025 | Legacy Wealth Asset Management LLC | 54,723 | $841K | 0.2% | -4.7% | 0.002% | |
4/8/2025 | Rhumbline Advisers | 42,294 | $650K | 0.0% | -2.1% | 0.001% | |
4/8/2025 | Investors Research Corp | 15,723 | $242K | 0.1% | -34.0% | 0.000% | |
4/8/2025 | Rothschild Investment LLC | 1,760 | $27K | 0.0% | -35.2% | 0.000% | |
4/8/2025 | Parallel Advisors LLC | 19,216 | $295K | 0.0% | +9.0% | 0.001% | |
4/7/2025 | GAMMA Investing LLC | 246,513 | $3.79M | 0.0% | +1,703.6% | 0.007% | |
4/3/2025 | Versant Capital Management Inc | 16,319 | $251K | 0.0% | +387.7% | 0.000% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 159,391 | $2.12M | 0.0% | -0.5% | 0.004% | |
2/28/2025 | Employees Retirement System of Texas | 454,636 | $6.04M | 0.1% | -27.3% | 0.013% | |
2/20/2025 | Forum Financial Management LP | 48,199 | $641K | 0.0% | +1.8% | 0.001% | |
2/19/2025 | WCG Wealth Advisors LLC | 15,198 | $202K | 0.0% | N/A | 0.000% | |
2/19/2025 | Public Employees Retirement System of Ohio | 4,150,860 | $55.17M | 0.2% | -3.6% | 0.115% | |
2/18/2025 | MidWestOne Financial Group Inc. | 183,981 | $2.45M | 0.3% | +2.1% | 0.005% | |
2/17/2025 | Snowden Capital Advisors LLC | 21,660 | $288K | 0.0% | +13.1% | 0.001% | |
2/17/2025 | Royal Bank of Canada | 5,509,984 | $73.23M | 0.0% | -1.7% | 0.153% | |
2/17/2025 | Quantinno Capital Management LP | 390,237 | $5.19M | 0.1% | +7.7% | 0.011% | |
2/17/2025 | Pathstone Holdings LLC | 1,165,243 | $15.49M | 0.1% | -10.1% | 0.032% | |
2/17/2025 | Nomura Holdings Inc. | 50,000 | $664K | 0.0% | N/A | 0.001% | |
2/17/2025 | Millennium Management LLC | 95,707 | $1.27M | 0.0% | -87.2% | 0.003% | |
2/17/2025 | Laird Norton Wetherby Wealth Management LLC | 70,656 | $939K | 0.0% | -1.0% | 0.002% | |
2/17/2025 | Focus Partners Wealth | 345,089 | $4.59M | 0.0% | +56.9% | 0.010% | |
2/17/2025 | Ellevest Inc. | 22,129 | $294K | 0.0% | N/A | 0.001% | |
2/17/2025 | Ethic Inc. | 163,997 | $2.18M | 0.0% | +33.9% | 0.005% | |
2/17/2025 | Deutsche Bank AG | 3,776,435 | $50.19M | 0.0% | N/A | 0.105% | |
2/17/2025 | Duquesne Family Office LLC | 3,186,855 | $42.35M | 1.1% | +58.7% | 0.088% | |
2/17/2025 | Covenant Partners LLC | 102,166 | $1.36M | 0.4% | +0.8% | 0.003% | |
2/17/2025 | Captrust Financial Advisors | 12,040 | $160K | 0.0% | -57.4% | 0.000% | |
2/17/2025 | Bayesian Capital Management LP | 297,600 | $3.96M | 0.5% | -30.8% | 0.008% | |
2/17/2025 | Bank of America Corp DE | 6,680,869 | $88.79M | 0.0% | +485.0% | 0.185% | |
2/17/2025 | BNP Paribas Financial Markets | 172,939 | $2.30M | 0.0% | -44.3% | 0.005% | |
2/17/2025 | Ameriprise Financial Inc. | 285,676 | $3.80M | 0.0% | -11.8% | 0.008% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 294,608 | $3.92M | 0.0% | N/A | 0.008% | |
2/14/2025 | Rehmann Capital Advisory Group | 37,031 | $492K | 0.0% | +41.1% | 0.001% | |
2/14/2025 | Schonfeld Strategic Advisors LLC | 304,300 | $4.04M | 0.0% | N/A | 0.008% | |
2/14/2025 | AQR Capital Management LLC | 381,369 | $5.07M | 0.0% | +62.3% | 0.011% | |
2/14/2025 | AdvisorShares Investments LLC | 46,047 | $612K | 0.1% | -12.8% | 0.001% | |
"I'm risking my reputation on this" (Ad) I've discovered something so significant about the 2025 crypto market that I had to put everything else aside and write a book about it.
This isn't just another Bitcoin prediction – it's a complete roadmap for what I believe will be the biggest wealth-building opportunity of this decade.
The evidence is so compelling, I'm doing something that probably seems insane: I'm giving away my entire book for free.  Claim your FREE copy of my controversial book before I change my mind. |
2/14/2025 | Northern Trust Corp | 6,059,544 | $80.53M | 0.0% | +20.5% | 0.168% | |
2/14/2025 | Beacon Pointe Advisors LLC | 26,286 | $349K | 0.0% | -4.3% | 0.001% | |
2/14/2025 | Earnest Partners LLC | 161,108 | $2.14M | 0.0% | -1.1% | 0.004% | |
2/14/2025 | Aquatic Capital Management LLC | 607,541 | $8.07M | 0.2% | +76.8% | 0.017% | |
2/14/2025 | Pingora Partners LLC | 8,900 | $118K | 0.1% | -11.9% | 0.000% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 89,567 | $1.19M | 0.0% | +1.2% | 0.002% | |
2/14/2025 | Voya Investment Management LLC | 167,961 | $2.23M | 0.0% | +104.9% | 0.005% | |
2/14/2025 | Integrated Wealth Concepts LLC | 36,533 | $486K | 0.0% | +4.4% | 0.001% | |
2/14/2025 | Syon Capital LLC | 18,861 | $251K | 0.0% | +17.3% | 0.001% | |
2/14/2025 | RBF Capital LLC | 400,000 | $5.32M | 0.3% | -11.1% | 0.011% | |