4/30/2025 | Cerity Partners LLC | 252,045 | $43.48M | 0.1% | +3.1% | 0.044% | |
4/30/2025 | Alps Advisors Inc. | 3,911 | $675K | 0.0% | +5.0% | 0.001% | |
4/30/2025 | Round Rock Advisors LLC | 26,236 | $4.53M | 0.8% | -1.1% | 0.005% | |
4/30/2025 | Allworth Financial LP | 4,283 | $698K | 0.0% | -5.1% | 0.001% | |
4/30/2025 | MainStreet Investment Advisors LLC | 23,309 | $4.02M | 0.6% | -2.6% | 0.004% | |
4/30/2025 | Alpine Woods Capital Investors LLC | 28,871 | $4.98M | 1.2% | -27.1% | 0.005% | |
4/30/2025 | Quotient Wealth Partners LLC | 2,395 | $413K | 0.0% | +14.5% | 0.000% | |
4/30/2025 | Bridges Investment Management Inc. | 386,592 | $66.69M | 1.0% | -0.3% | 0.067% | |
4/30/2025 | Iridian Asset Management LLC CT | 16,117 | $2.78M | 0.9% | -27.9% | 0.003% | |
4/30/2025 | First Interstate Bank | 4,160 | $718K | 0.0% | -80.0% | 0.001% | |
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4/30/2025 | Nisa Investment Advisors LLC | 247,024 | $42.61M | 0.2% | -0.5% | 0.043% | |
4/30/2025 | Banque Pictet & Cie SA | 155,018 | $26.74M | 0.2% | -3.6% | 0.027% | |
4/30/2025 | LBP AM SA | 40,474 | $6.98M | 0.1% | -76.5% | 0.007% | |
4/30/2025 | Axxcess Wealth Management LLC | 2,320 | $400K | 0.0% | -8.0% | 0.000% | |
4/30/2025 | New Mexico Educational Retirement Board | 26,870 | $4.64M | 0.2% | -1.8% | 0.005% | |
4/30/2025 | Rehmann Capital Advisory Group | 7,219 | $1.25M | 0.1% | +2.7% | 0.001% | |
4/30/2025 | Harvey Capital Management Inc. | 25,270 | $4.36M | 1.1% | -1.7% | 0.004% | |
4/30/2025 | Chemung Canal Trust Co. | 15,691 | $2.71M | 0.6% | -6.1% | 0.003% | |
4/30/2025 | Arcadia Investment Management Corp MI | 93,235 | $16.08M | 2.9% | -2.9% | 0.016% | |
4/30/2025 | Greenleaf Trust | 16,517 | $2.85M | 0.0% | +2.5% | 0.003% | |
4/30/2025 | Flossbach Von Storch SE | 4,646,647 | $801.55M | 3.5% | -8.4% | 0.809% | |
4/30/2025 | DekaBank Deutsche Girozentrale | 442,601 | $76.38M | 0.1% | +0.4% | 0.077% | |
4/30/2025 | Personal CFO Solutions LLC | 1,336 | $230K | 0.0% | N/A | 0.000% | |
4/30/2025 | AlphaStar Capital Management LLC | 15,141 | $2.61M | 0.3% | +9.0% | 0.003% | |
4/30/2025 | Valeo Financial Advisors LLC | 9,614 | $1.66M | 0.0% | +40.9% | 0.002% | |
4/30/2025 | M&T Bank Corp | 41,874 | $7.22M | 0.0% | -12.5% | 0.007% | |
4/30/2025 | Stratos Wealth Advisors LLC | 3,024 | $522K | 0.0% | -5.5% | 0.001% | |
4/30/2025 | Stratos Wealth Partners LTD. | 36,557 | $6.31M | 0.1% | +0.6% | 0.006% | |
4/30/2025 | Walter Public Investments Inc. | 135,586 | $23.39M | 4.4% | +15.9% | 0.024% | |
4/30/2025 | Brown Advisory Inc. | 38,332 | $6.61M | 0.0% | +4.1% | 0.007% | |
4/30/2025 | Ninety One SA PTY Ltd | 2,978 | $514K | 0.1% | N/A | 0.001% | |
4/30/2025 | Ninety One UK Ltd | 1,229,759 | $212.13M | 0.6% | -17.4% | 0.214% | |
4/30/2025 | Ninety One North America Inc. | 10,138 | $1.75M | 0.1% | -13.8% | 0.002% | |
4/30/2025 | Alpha Cubed Investments LLC | 86,919 | $14.99M | 0.7% | +1.6% | 0.015% | |
4/30/2025 | Davidson Investment Advisors | 92,936 | $16.03M | 0.8% | +1.6% | 0.016% | |
4/30/2025 | Interchange Capital Partners LLC | 3,856 | $665K | 0.2% | +3.5% | 0.001% | |
4/30/2025 | Crossmark Global Holdings Inc. | 31,145 | $5.37M | 0.1% | -2.5% | 0.005% | |
4/30/2025 | Gilliland Jeter Wealth Management LLC | 4,060 | $700K | 0.2% | -1.9% | 0.001% | |
4/30/2025 | Fullcircle Wealth LLC | 1,480 | $242K | 0.1% | +12.0% | 0.000% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 2,042 | $352K | 0.0% | +26.5% | 0.000% | |
DOGE officially begins retirement transformation (Ad) Elon Musk's Department of Government Efficiency ("DOGE") just announced the first-ever "fully digital retirement" process .
This fired the starting gun on the biggest economic transformation in American history. Here's everything you need to do BEFORE Elon has the chance to make his biggest move yet. |
4/29/2025 | Financial Counselors Inc. | 4,438 | $766K | 0.0% | -6.3% | 0.001% | |
4/29/2025 | Callan Capital LLC | 1,862 | $321K | 0.0% | +16.8% | 0.000% | |
4/29/2025 | TD Private Client Wealth LLC | 19,364 | $3.34M | 0.1% | +5.6% | 0.003% | |
4/29/2025 | Heritage Wealth Management Inc. | 4,265 | $736K | 0.3% | -4.2% | 0.001% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,124,753 | $194.02M | 0.1% | -1.0% | 0.196% | |
4/29/2025 | Roffman Miller Associates Inc. PA | 116,530 | $20.10M | 1.3% | +3.1% | 0.020% | |
4/29/2025 | Hexagon Capital Partners LLC | 1,132 | $195K | 0.0% | +41.3% | 0.000% | |
4/29/2025 | Penserra Capital Management LLC | 8,128 | $1.40M | 0.0% | +97.4% | 0.001% | |
4/29/2025 | Argentarii LLC | 2,534 | $437K | 0.2% | -35.4% | 0.000% | |
4/29/2025 | Proffitt & Goodson Inc. | 8,130 | $1.40M | 0.2% | +2.4% | 0.001% | |
4/29/2025 | Core Alternative Capital | 2,471 | $426K | 0.1% | -6.1% | 0.000% | |
4/29/2025 | Burke & Herbert Bank & Trust Co. | 7,928 | $1.37M | 0.3% | -20.5% | 0.001% | |
4/29/2025 | Novare Capital Management LLC | 67,553 | $11.65M | 1.0% | -0.3% | 0.012% | |
4/29/2025 | Concurrent Investment Advisors LLC | 16,124 | $2.78M | 0.1% | +19.3% | 0.003% | |
4/29/2025 | Simmons Bank | 31,568 | $5.45M | 0.4% | +0.4% | 0.005% | |
4/29/2025 | Bank of New York Mellon Corp | 5,933,532 | $1.02B | 0.2% | +50.6% | 1.033% | |
4/29/2025 | World Investment Advisors | 10,861 | $1.87M | 0.0% | -16.0% | 0.002% | |
4/29/2025 | Wayfinding Financial LLC | 942 | $162K | 0.1% | N/A | 0.000% | |
4/29/2025 | Capital Investment Advisory Services LLC | 2,024 | $349K | 0.0% | N/A | 0.000% | |
4/29/2025 | Groesbeck Investment Management Corp NJ | 2,723 | $470K | 0.7% | -13.9% | 0.000% | |
4/29/2025 | Bestgate Wealth Advisors LLC | 1,329 | $229K | 0.5% | N/A | 0.000% | |
4/29/2025 | Kintegral Advisory LLC | 8,262 | $1.43M | 0.2% | -32.9% | 0.001% | |
4/29/2025 | Catalyst Capital Advisors LLC | 527 | $91K | 0.0% | -68.7% | 0.000% | |
4/29/2025 | Timber Creek Capital Management LLC | 44,448 | $7.67M | 2.0% | +0.6% | 0.008% | |
4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 168,237 | $29.02M | 0.4% | +1.0% | 0.029% | |
4/29/2025 | IFM Investors Pty Ltd | 115,279 | $18.52M | 0.2% | +11.0% | 0.020% | |
4/29/2025 | OneDigital Investment Advisors LLC | 4,890 | $844K | 0.0% | -27.8% | 0.001% | |
4/29/2025 | 44 Wealth Management LLC | 12,606 | $2.18M | 0.8% | +49.5% | 0.002% | |
4/29/2025 | Silver Oak Securities Incorporated | 3,517 | $614K | 0.1% | -5.2% | 0.001% | |
4/29/2025 | Conning Inc. | 27,559 | $4.75M | 0.2% | -18.3% | 0.005% | |
4/29/2025 | Palisade Capital Management LP | 114,113 | $19.69M | 0.6% | -5.5% | 0.020% | |
4/29/2025 | Values Added Financial LLC | 1,533 | $264K | 0.1% | +4.4% | 0.000% | |
4/28/2025 | North Capital Inc. | 2,518 | $434K | 0.4% | N/A | 0.000% | |
4/28/2025 | Principal Financial Group Inc. | 649,648 | $112.06M | 0.1% | -0.6% | 0.113% | |
4/28/2025 | MBM Wealth Consultants LLC | 9,817 | $1.69M | 0.5% | +1.5% | 0.002% | |
4/28/2025 | Mutual Advisors LLC | 5,383 | $879K | 0.0% | +43.9% | 0.001% | |
4/28/2025 | Tandem Investment Advisors Inc. | 788,497 | $136.02M | 4.7% | -3.3% | 0.137% | |
4/28/2025 | Oregon Public Employees Retirement Fund | 49,655 | $8.57M | 0.2% | +0.9% | 0.009% | |
4/28/2025 | Resonant Capital Advisors LLC | 3,279 | $566K | 0.0% | +10.0% | 0.001% | |
4/28/2025 | Teacher Retirement System of Texas | 201,881 | $34.82M | 0.1% | -38.3% | 0.035% | |
4/28/2025 | First Horizon Advisors Inc. | 3,941 | $680K | 0.0% | -3.8% | 0.001% | |
4/28/2025 | Private Trust Co. NA | 2,836 | $489K | 0.1% | +5.0% | 0.000% | |
4/28/2025 | Pinnacle Financial Partners Inc | 81,288 | $14.02M | 0.3% | +0.4% | 0.014% | |
4/28/2025 | Moody Lynn & Lieberson LLC | 105,002 | $18.11M | 1.2% | +170.9% | 0.018% | |
4/28/2025 | Aaron Wealth Advisors LLC | 3,162 | $545K | 0.1% | +14.2% | 0.001% | |
4/28/2025 | FSM Wealth Advisors LLC | 3,538 | $610K | 0.1% | +10.3% | 0.001% | |
4/28/2025 | Coastline Trust Co | 15,872 | $2.74M | 0.3% | -1.4% | 0.003% | |
4/28/2025 | Fedenia Advisers LLC | 3,674 | $634K | 0.4% | +9.5% | 0.001% | |
4/28/2025 | Meadow Creek Wealth Advisors LLC | 2,892 | $499K | 0.4% | +2.8% | 0.001% | |
4/28/2025 | Keybank National Association OH | 363,874 | $62.77M | 0.3% | -0.5% | 0.063% | |
DOGE officially begins retirement transformation (Ad) Elon Musk's Department of Government Efficiency ("DOGE") just announced the first-ever "fully digital retirement" process .
This fired the starting gun on the biggest economic transformation in American history. Here's everything you need to do BEFORE Elon has the chance to make his biggest move yet. |
4/28/2025 | Pictet North America Advisors SA | 4,259 | $735K | 0.1% | -13.1% | 0.001% | |
4/28/2025 | Rossby Financial LCC | 2,035 | $332K | 0.1% | -4.8% | 0.000% | |
4/28/2025 | DAVENPORT & Co LLC | 729,322 | $126.15M | 0.7% | -0.7% | 0.127% | |
4/28/2025 | Summit Trail Advisors LLC | 7,219 | $1.25M | 0.0% | +33.7% | 0.001% | |
4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 69,143 | $11.93M | 0.1% | +6.3% | 0.012% | |
4/28/2025 | Vontobel Holding Ltd. | 2,703,341 | $466.33M | 1.7% | -2.2% | 0.471% | |
4/25/2025 | Kampmann Melissa S. | 19,735 | $3.40M | 2.7% | -4.2% | 0.003% | |
4/25/2025 | Mather Group LLC. | 2,563 | $442K | 0.0% | +6.9% | 0.000% | |
4/25/2025 | Alta Advisers Ltd | 2,758 | $476K | 0.2% | +48.4% | 0.000% | |
4/25/2025 | Smallwood Wealth Investment Management LLC | 34,639 | $5.98M | 3.8% | -10.0% | 0.006% | |