| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 58,712 | $9.00M | 0.3% | -3.9% | 0.009% | |
| 4/29/2025 | Financial Counselors Inc. | 10,152 | $1.56M | 0.0% | -1.2% | 0.002% | |
| 4/29/2025 | TD Private Client Wealth LLC | 1,931 | $296K | 0.0% | +25.3% | 0.000% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 458,734 | $70.28M | 0.0% | +0.1% | 0.070% | |
| 4/29/2025 | Drake & Associates LLC | 13,216 | $2.03M | 0.6% | +24.9% | 0.002% | |
| 4/29/2025 | Penserra Capital Management LLC | 12,740 | $1.95M | 0.0% | +37.1% | 0.002% | |
| 4/29/2025 | Chilton Capital Management LLC | 111,418 | $17.07M | 0.7% | -23.0% | 0.017% | |
| 4/29/2025 | Tradewinds LLC. | 8,575 | $1.31M | 0.4% | -1.1% | 0.001% | |
| 4/29/2025 | Argentarii LLC | 21,491 | $3.29M | 1.6% | +3.1% | 0.003% | |
| 4/29/2025 | Burke & Herbert Bank & Trust Co. | 5,680 | $870K | 0.2% | -11.4% | 0.001% | |
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| 4/29/2025 | Concurrent Investment Advisors LLC | 19,532 | $2.99M | 0.1% | +1.9% | 0.003% | |
| 4/29/2025 | Braun Stacey Associates Inc. | 234,401 | $35.91M | 1.5% | -5.6% | 0.036% | |
| 4/29/2025 | Bank of New York Mellon Corp | 3,890,121 | $596.01M | 0.1% | +0.1% | 0.597% | |
| 4/29/2025 | World Investment Advisors | 2,400 | $368K | 0.0% | +7.3% | 0.000% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 1,605 | $246K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Impax Asset Management Group plc | 24,989 | $3.83M | 0.0% | -9.3% | 0.004% | |
| 4/29/2025 | Strategic Blueprint LLC | 1,802 | $276K | 0.0% | -4.7% | 0.000% | |
| 4/29/2025 | Kintegral Advisory LLC | 13,407 | $2.05M | 0.3% | -32.9% | 0.002% | |
| 4/29/2025 | Catalyst Capital Advisors LLC | 527 | $81K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | SMART Wealth LLC | 2,682 | $411K | 0.1% | N/A | 0.000% | |
| 4/29/2025 | IFM Investors Pty Ltd | 264,368 | $40.50M | 0.4% | +2.6% | 0.041% | |
| 4/29/2025 | GF Fund Management CO. LTD. | 11,794 | $1.81M | 0.0% | +4.9% | 0.002% | |
| 4/29/2025 | 44 Wealth Management LLC | 2,423 | $371K | 0.1% | -4.2% | 0.000% | |
| 4/29/2025 | Calamos Advisors LLC | 118,271 | $18.12M | 0.1% | +1.1% | 0.018% | |
| 4/29/2025 | Conning Inc. | 3,428 | $525K | 0.0% | +4.6% | 0.001% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 1,485 | $228K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Checchi Capital Advisers LLC | 11,003 | $1.69M | 0.1% | +19.5% | 0.002% | |
| 4/29/2025 | Values Added Financial LLC | 1,443 | $221K | 0.1% | N/A | 0.000% | |
| 4/28/2025 | Summit Place Financial Advisors LLC | 24,210 | $3.71M | 2.1% | -3.0% | 0.004% | |
| 4/28/2025 | D.A. Davidson & CO. | 16,512 | $2.53M | 0.0% | -3.6% | 0.003% | |
| 4/28/2025 | Principal Financial Group Inc. | 11,462,416 | $1.76B | 1.0% | -3.7% | 1.759% | |
| 4/28/2025 | Mutual Advisors LLC | 3,504 | $515K | 0.0% | +71.3% | 0.001% | |
| 4/28/2025 | Oregon Public Employees Retirement Fund | 52,350 | $8.02M | 0.2% | +3.2% | 0.008% | |
| 4/28/2025 | Teacher Retirement System of Texas | 313,745 | $48.07M | 0.2% | -41.8% | 0.048% | |
| 4/28/2025 | Pinnacle Financial Partners Inc | 1,496 | $229K | 0.0% | N/A | 0.000% | |
| 4/28/2025 | Arbor Capital Management Inc. ADV | 11,638 | $1.80M | 1.7% | +1.5% | 0.002% | |
| 4/28/2025 | Harbour Trust & Investment Management Co | 54,419 | $8.34M | 1.0% | -2.3% | 0.008% | |
| 4/28/2025 | Keybank National Association OH | 95,371 | $14.61M | 0.1% | -3.9% | 0.015% | |
| 4/28/2025 | DAVENPORT & Co LLC | 4,775 | $732K | 0.0% | +2.2% | 0.001% | |
| 4/28/2025 | Summit Trail Advisors LLC | 6,756 | $1.04M | 0.0% | +61.4% | 0.001% | |
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| 4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 218,590 | $33.49M | 0.3% | +4.8% | 0.034% | |
| 4/28/2025 | Cidel Asset Management Inc. | 1,499 | $230K | 0.0% | -9.3% | 0.000% | |
| 4/28/2025 | Vontobel Holding Ltd. | 24,605 | $3.77M | 0.0% | +68.3% | 0.004% | |
| 4/25/2025 | Mather Group LLC. | 2,296 | $352K | 0.0% | +11.8% | 0.000% | |
| 4/25/2025 | Alta Advisers Ltd | 2,833 | $434K | 0.2% | +46.6% | 0.000% | |
| 4/25/2025 | Smallwood Wealth Investment Management LLC | 185 | $28K | 0.0% | N/A | 0.000% | |
| 4/25/2025 | Advisors Management Group Inc. ADV | 53,967 | $8.27M | 1.8% | -1.3% | 0.008% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 3,028 | $464K | 0.0% | +13.5% | 0.000% | |
| 4/25/2025 | Spinnaker Trust | 25,824 | $3.96M | 0.3% | -17.2% | 0.004% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 6,626 | $953K | 0.0% | -12.8% | 0.001% | |
| 4/25/2025 | New York State Teachers Retirement System | 460,774 | $70.60M | 0.2% | +0.8% | 0.071% | |
| 4/25/2025 | Monument Capital Management | 3,447 | $528K | 0.2% | -12.1% | 0.001% | |
| 4/25/2025 | Amalgamated Bank | 118,696 | $18.19M | 0.2% | +3.6% | 0.018% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 1,477 | $226K | 0.0% | -37.3% | 0.000% | |
| 4/25/2025 | Naviter Wealth LLC | 38,099 | $5.85M | 0.7% | +3.6% | 0.006% | |
| 4/25/2025 | Hutchens & Kramer Investment Management Group LLC | 3,422 | $524K | 0.3% | -3.2% | 0.001% | |
| 4/25/2025 | KBC Group NV | 442,530 | $67.80M | 0.2% | +11.5% | 0.068% | |
| 4/25/2025 | WestEnd Advisors LLC | 162,446 | $24.89M | 0.7% | -4.8% | 0.025% | |
| 4/25/2025 | Beacon Financial Planning Inc. | 27,893 | $4.27M | 2.5% | +6.8% | 0.004% | |
| 4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 3,107,823 | $476.15M | 0.3% | +0.0% | 0.477% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 52,125 | $8.04M | 0.0% | +3.2% | 0.008% | |
| 4/24/2025 | BSW Wealth Partners | 4,661 | $714K | 0.1% | +61.1% | 0.001% | |
| 4/24/2025 | Gold Investment Management Ltd. | 4,320 | $662K | 0.3% | -3.7% | 0.001% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 162,032 | $24.86M | 0.1% | +38.7% | 0.025% | |
| 4/24/2025 | ZynergyRetirementPlanningLLC | 216 | $33K | 0.0% | N/A | 0.000% | |
| 4/24/2025 | Achmea Investment Management B.V. | 22,160 | $3.40M | 0.0% | +42.5% | 0.003% | |
| 4/24/2025 | Border to Coast Pensions Partnership Ltd | 350,000 | $53.62M | 1.1% | -15.7% | 0.054% | |
| 4/24/2025 | Legacy CG LLC | 32,131 | $4.92M | 1.6% | +3.4% | 0.005% | |
| 4/24/2025 | Diversified Trust Co | 28,711 | $4.40M | 0.1% | +175.8% | 0.004% | |
| 4/24/2025 | Board of the Pension Protection Fund | 1,000 | $153K | 0.2% | -86.3% | 0.000% | |
| 4/24/2025 | Perpetual Ltd | 23,554 | $3.61M | 0.0% | -2.7% | 0.004% | |
| 4/24/2025 | PDS Planning Inc | 3,699 | $567K | 0.0% | +7.0% | 0.001% | |
| 4/24/2025 | Investment Advisory Services Inc. TX ADV | 1,580 | $242K | 0.1% | -6.0% | 0.000% | |
| 4/23/2025 | Western Wealth Management LLC | 1,689 | $259K | 0.0% | -29.1% | 0.000% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 10,183 | $1.56M | 0.0% | +11.5% | 0.002% | |
| 4/23/2025 | Robeco Institutional Asset Management B.V. | 388,671 | $59.55M | 0.1% | +4.8% | 0.060% | |
| 4/23/2025 | Phillips Wealth Planners LLC | 1,552 | $221K | 0.2% | N/A | 0.000% | |
| 4/23/2025 | Perigon Wealth Management LLC | 3,986 | $611K | 0.0% | +12.3% | 0.001% | |
| 4/23/2025 | FFG Partners LLC | 44,225 | $6.78M | 2.8% | N/A | 0.007% | |
| 4/23/2025 | Golden State Wealth Management LLC | 1,894 | $290K | 0.0% | +181.4% | 0.000% | |
| 4/23/2025 | Bessemer Group Inc. | 7,723 | $1.18M | 0.0% | -2.4% | 0.001% | |
| 4/23/2025 | Golden State Equity Partners | 1,880 | $288K | 0.1% | -17.2% | 0.000% | |
| 4/23/2025 | Mattern Wealth Management LLC | 1,400 | $214K | 0.0% | N/A | 0.000% | |
| 4/23/2025 | Strategic Investment Advisors MI | 2,832 | $434K | 0.0% | N/A | 0.000% | |
| 4/23/2025 | Moran Wealth Management LLC | 2,454 | $376K | 0.0% | N/A | 0.000% | |
| 4/23/2025 | Cornerstone Wealth Group LLC | 1,394 | $214K | 0.0% | N/A | 0.000% | |
| 4/23/2025 | Vectors Research Management LLC | 1,430 | $219K | 0.1% | N/A | 0.000% | |
| 4/23/2025 | Balboa Wealth Partners | 3,106 | $476K | 0.1% | +23.1% | 0.000% | |
| 4/23/2025 | Chevy Chase Trust Holdings LLC | 321,519 | $49.26M | 0.2% | +2.8% | 0.049% | |
| 4/23/2025 | YHB Investment Advisors Inc. | 2,079 | $319K | 0.0% | N/A | 0.000% | |
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The reason why is a new, secretive move being carried out by the Fed that has nothing to do with lowering or raising interest rates... but could soon have an enormous impact on your wealth. Click here to see his new research now. |
| 4/23/2025 | Legacy Advisors LLC | 1,844 | $283K | 0.0% | +7.8% | 0.000% | |
| 4/23/2025 | Asset Management One Co. Ltd. | 1,191,416 | $182.54M | 0.6% | +4.2% | 0.183% | |
| 4/23/2025 | Valmark Advisers Inc. | 2,316 | $355K | 0.0% | +19.9% | 0.000% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 29,667 | $4.55M | 0.1% | +5.3% | 0.005% | |
| 4/23/2025 | Oppenheimer Asset Management Inc. | 36,914 | $5.66M | 0.1% | +9.5% | 0.006% | |
| 4/23/2025 | Continuum Advisory LLC | 2,192 | $336K | 0.0% | +24.8% | 0.000% | |
| 4/22/2025 | Consolidated Planning Corp | 50,006 | $7.66M | 1.1% | +7.4% | 0.008% | |
| 4/22/2025 | XML Financial LLC | 1,334 | $204K | 0.0% | -25.5% | 0.000% | |
| 4/22/2025 | Stiles Financial Services Inc | 7,483 | $1.15M | 0.4% | -1.6% | 0.001% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 1,459 | $223K | 0.0% | N/A | 0.000% | |
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