8/27/2025 | Orion Porfolio Solutions LLC | 174,075 | $10.20M | 0.1% | -9.4% | 0.249% | |
8/22/2025 | Carter Financial Group INC. | 130,178 | $7.63M | 5.0% | N/A | 0.186% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 5,448 | $319K | 0.0% | N/A | 0.008% | |
8/19/2025 | MRP Capital Investments LLC | 42,273 | $2.48M | 1.7% | +30.1% | 0.061% | |
8/15/2025 | Global View Capital Management LLC | 13,634 | $799K | 0.3% | N/A | 0.020% | |
8/15/2025 | Corient Private Wealth LLC | 6,218 | $364K | 0.0% | N/A | 0.009% | |
8/15/2025 | Captrust Financial Advisors | 15,127 | $886K | 0.0% | +1.7% | 0.022% | |
8/15/2025 | Visionary Wealth Advisors | 101,316 | $5.94M | 0.3% | -2.0% | 0.145% | |
8/15/2025 | Tidal Investments LLC | 197,973 | $11.60M | 0.1% | +12.3% | 0.284% | |
8/15/2025 | Orion Porfolio Solutions LLC | 133,677 | $7.83M | 0.1% | -30.4% | 0.191% | |
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8/15/2025 | MML Investors Services LLC | 106,670 | $6.25M | 0.0% | +149.8% | 0.153% | |
8/15/2025 | Freedom Financial Partners LLC | 5,620 | $329K | 0.1% | +7.8% | 0.008% | |
8/14/2025 | White Knight Strategic Wealth Advisors LLC | 95,008 | $5.57M | 4.7% | -3.4% | 0.136% | |
8/14/2025 | Raymond James Financial Inc. | 2,420 | $142K | 0.0% | N/A | 0.003% | |
8/14/2025 | Betterment LLC | 74,547 | $4.37M | 0.0% | -18.6% | 0.107% | |
8/14/2025 | Ieq Capital LLC | 89,632 | $5.25M | 0.0% | +25.8% | 0.128% | |
8/14/2025 | FAS Wealth Partners Inc. | 6,491 | $380K | 0.0% | +9.6% | 0.009% | |
8/14/2025 | Hunting Hill Global Capital LLC | 207,495 | $12.16M | 3.3% | N/A | 0.297% | |
8/14/2025 | Q Fund Management Hong Kong Ltd | 4,400 | $258K | 0.1% | N/A | 0.006% | |
8/14/2025 | Balance Wealth LLC | 24,688 | $1.45M | 0.8% | N/A | 0.035% | |
8/14/2025 | Cary Street Partners Financial LLC | 7,303 | $428K | 0.0% | +4.7% | 0.010% | |
8/14/2025 | Cerity Partners LLC | 7,490 | $445K | 0.0% | +25.1% | 0.011% | |
8/13/2025 | Jump Financial LLC | 6,103 | $358K | 0.0% | N/A | 0.009% | |
8/13/2025 | Stenger Family Office LLC | 8,738 | $555K | 0.1% | N/A | 0.013% | |
8/13/2025 | New Harbor Financial Group LLC | 14,329 | $840K | 0.2% | -29.0% | 0.021% | |
8/13/2025 | StoneX Group Inc. | 55,591 | $3.26M | 0.2% | +2.2% | 0.080% | |
8/13/2025 | Vance Wealth LLC | 38,140 | $2.24M | 0.8% | +2.6% | 0.055% | |
8/13/2025 | Cresset Asset Management LLC | 3,807 | $223K | 0.0% | N/A | 0.005% | |
8/13/2025 | SCS Capital Management LLC | 23,410 | $1.37M | 0.0% | +12.7% | 0.034% | |
8/13/2025 | First Trust Advisors LP | 102,571 | $6.01M | 0.0% | +21.9% | 0.147% | |
8/13/2025 | Guggenheim Capital LLC | 90,641 | $5.31M | 0.0% | +1.9% | 0.130% | |
8/13/2025 | JBR Co Financial Management Inc | 6,729 | $394K | 0.2% | +44.4% | 0.010% | |
8/13/2025 | Trek Financial LLC | 13,732 | $805K | 0.1% | +13.9% | 0.020% | |
8/13/2025 | CW Advisors LLC | 3,885 | $228K | 0.0% | N/A | 0.006% | |
8/13/2025 | RPg Family Wealth Advisory LLC | 181,621 | $10.64M | 2.8% | +1.9% | 0.260% | |
8/13/2025 | HBK Investments L P | 251,122 | $14.71M | 0.3% | -3.5% | 0.360% | |
8/13/2025 | Greenwich Wealth Management LLC | 5,244 | $307K | 0.0% | N/A | 0.008% | |
8/12/2025 | J.W. Cole Advisors Inc. | 3,597 | $211K | 0.0% | N/A | 0.005% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 8,338 | $489K | 0.0% | +161.2% | 0.012% | |
8/12/2025 | CreativeOne Wealth LLC | 36,962 | $2.17M | 0.1% | +6.1% | 0.053% | |
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8/12/2025 | Global Retirement Partners LLC | 22,477 | $1.32M | 0.0% | N/A | 0.032% | |
8/12/2025 | JPMorgan Chase & Co. | 50,076 | $2.93M | 0.0% | +1,519.0% | 0.072% | |
8/12/2025 | Personal CFO Solutions LLC | 5,238 | $307K | 0.1% | +6.1% | 0.007% | |
8/12/2025 | Weaver Consulting Group | 3,551 | $208K | 0.1% | N/A | 0.005% | |
8/11/2025 | TRUE Private Wealth Advisors | 21,256 | $1.25M | 0.1% | +12.9% | 0.028% | |
8/11/2025 | RPO LLC | 60,285 | $3.53M | 7.3% | +28.9% | 0.080% | |
8/11/2025 | Shoker Investment Counsel Inc. | 3,681 | $216K | 0.1% | N/A | 0.005% | |
8/8/2025 | Financial Gravity Companies Inc. | 3,145 | $184K | 0.0% | N/A | 0.004% | |
8/8/2025 | Kingsview Wealth Management LLC | 92,884 | $5.44M | 0.1% | +0.6% | 0.123% | |
8/8/2025 | Creative Planning | 63,990 | $3.75M | 0.0% | +10.8% | 0.085% | |
8/8/2025 | Advisory Resource Group | 3,520 | $206K | 0.0% | N/A | 0.005% | |
8/8/2025 | Empower Advisory Group LLC | 6,337 | $371K | 0.0% | -18.0% | 0.008% | |
8/8/2025 | Foundations Investment Advisors LLC | 7,473 | $438K | 0.0% | +11.9% | 0.010% | |
8/8/2025 | PNC Financial Services Group Inc. | 501,955 | $29.41M | 0.0% | +10.5% | 0.667% | |
8/8/2025 | Advyzon Investment Management LLC | 4,097 | $240K | 0.1% | -32.1% | 0.005% | |
8/7/2025 | Ellerson Group Inc. ADV | 7,778 | $456K | 0.3% | +38.4% | 0.010% | |
8/7/2025 | Vise Technologies Inc. | 33,108 | $1.94M | 0.1% | N/A | 0.044% | |
8/7/2025 | Allworth Financial LP | 4,536 | $266K | 0.0% | +8.2% | 0.006% | |
8/7/2025 | Ascension Capital Advisors Inc. | 3,695 | $216K | 0.1% | N/A | 0.005% | |
8/6/2025 | Bonfire Financial | 19,064 | $1.12M | 0.9% | +9.5% | 0.025% | |
8/6/2025 | Walkner Condon Financial Advisors LLC | 15,500 | $908K | 0.2% | +10.5% | 0.021% | |
8/6/2025 | Bryn Mawr Trust Advisors LLC | 7,813 | $458K | 0.0% | +27.6% | 0.010% | |
8/6/2025 | Pekin Hardy Strauss Inc. | 19,705 | $1.16M | 0.1% | -12.1% | 0.026% | |
8/6/2025 | Soltis Investment Advisors LLC | 53,930 | $3.16M | 0.2% | +7.0% | 0.072% | |
8/6/2025 | Ethos Financial Group LLC | 7,395 | $433K | 0.0% | -17.9% | 0.010% | |
8/6/2025 | Ovata Capital Management Ltd | 39,977 | $2.34M | 0.5% | N/A | 0.053% | |
8/5/2025 | GPS Wealth Strategies Group LLC | 31,119 | $1.82M | 0.2% | +31.8% | 0.041% | |
8/5/2025 | Claro Advisors LLC | 68,433 | $4.01M | 0.7% | +21.7% | 0.091% | |
8/5/2025 | Magnolia Capital Advisors LLC | 105,980 | $6.21M | 1.6% | +14.1% | 0.141% | |
8/5/2025 | Freestone Capital Holdings LLC | 22,512 | $1.32M | 0.0% | +23.7% | 0.030% | |
8/5/2025 | Intellectus Partners LLC | 10,800 | $633K | 0.1% | +10.2% | 0.014% | |
8/5/2025 | Beam Wealth Advisors Inc. | 93,931 | $5.50M | 1.6% | +2.8% | 0.125% | |
8/5/2025 | Kesler Norman & Wride LLC | 18,363 | $1.08M | 0.2% | N/A | 0.024% | |
8/4/2025 | Atria Investments Inc | 4,223 | $247K | 0.0% | -6.9% | 0.006% | |
8/4/2025 | Migdal Insurance & Financial Holdings Ltd. | 6,659 | $390K | 0.0% | +42.5% | 0.009% | |
8/4/2025 | Quaker Wealth Management LLC | 2,530 | $148K | 0.0% | -195.3% | 0.003% | |
8/1/2025 | Wealth Watch Advisors INC | 17,541 | $1.03M | 0.6% | +17.7% | 0.023% | |
8/1/2025 | Pasadena Private Wealth LLC | 7,705 | $451K | 0.1% | +17.1% | 0.010% | |
8/1/2025 | Signature Wealth Management Group | 33,362 | $1.96M | 0.8% | +1.5% | 0.044% | |
8/1/2025 | Envestnet Asset Management Inc. | 126,276 | $7.40M | 0.0% | -6.3% | 0.168% | |
7/31/2025 | Conservest Capital Advisors Inc. | 10,485 | $614K | 0.1% | +50.1% | 0.014% | |
7/31/2025 | Stegent Equity Advisors Inc. | 11,237 | $658K | 0.6% | -21.4% | 0.015% | |
7/31/2025 | Mason & Associates Inc | 12,220 | $716K | 0.2% | +29.3% | 0.016% | |
7/31/2025 | Fielder Capital Group LLC | 205,451 | $12.04M | 3.2% | -45.2% | 0.273% | |
7/31/2025 | 3EDGE Asset Management LP | 18,353 | $1.08M | 0.1% | -31.9% | 0.024% | |
7/30/2025 | Capital Wealth Alliance LLC | 26,614 | $1.56M | 0.8% | -3.2% | 0.035% | |
7/30/2025 | Brookstone Capital Management | 18,835 | $1.10M | 0.0% | -4.2% | 0.025% | |
7/29/2025 | Salus Financial Advisors LLC | 39,462 | $2.31M | 1.6% | +16.4% | 0.052% | |
7/29/2025 | Balboa Wealth Partners | 4,099 | $240K | 0.0% | N/A | 0.005% | |
7/29/2025 | Financial Guidance Group Inc. | 8,813 | $516K | 0.3% | N/A | 0.012% | |
This is my Christian duty (Ad) “This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 trillion vault of untapped American wealth.
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7/25/2025 | CWM LLC | 212,807 | $12.47M | 0.0% | +10.2% | 0.283% | |
7/25/2025 | Johnson Investment Counsel Inc. | 5,522 | $324K | 0.0% | N/A | 0.007% | |
7/24/2025 | Fischer Investment Strategies LLC | 18,993 | $1.11M | 0.7% | N/A | 0.025% | |
7/24/2025 | Gunderson Capital Management Inc. | 3,936 | $231K | 0.1% | -52.3% | 0.005% | |
7/24/2025 | Brandywine Oak Private Wealth LLC | 23,073 | $1.35M | 0.1% | +58.5% | 0.031% | |
7/23/2025 | Clear Creek Financial Management LLC | 184,874 | $10.83M | 1.0% | +18.6% | 0.246% | |
7/23/2025 | Traphagen Investment Advisors LLC | 235,616 | $13.81M | 1.3% | +6.2% | 0.313% | |
7/23/2025 | Pure Portfolios Holdings LLC | 7,283 | $427K | 0.1% | -17.2% | 0.010% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 4,499 | $264K | 0.0% | N/A | 0.006% | |
7/23/2025 | Meitav Investment House Ltd. | 37,574 | $2.20M | 0.0% | +66.7% | 0.050% | |