5/2/2025 | Altman Advisors Inc. | 55,300 | $1.69M | 0.7% | +3.4% | 0.082% | |
5/2/2025 | Wealthfront Advisers LLC | 15,131 | $445K | 0.0% | -2.3% | 0.022% | |
5/1/2025 | CWM LLC | 994 | $29K | 0.0% | N/A | 0.001% | |
4/30/2025 | Cerity Partners LLC | 14,801 | $435K | 0.0% | -12.1% | 0.022% | |
4/30/2025 | Leavell Investment Management Inc. | 84,334 | $2.48M | 0.1% | +14.5% | 0.124% | |
4/29/2025 | Envestnet Asset Management Inc. | 659,674 | $19.39M | 0.0% | +9.6% | 0.973% | |
4/29/2025 | World Investment Advisors | 13,369 | $393K | 0.0% | -5.6% | 0.020% | |
4/29/2025 | OneDigital Investment Advisors LLC | 70,713 | $2.08M | 0.0% | +66.2% | 0.104% | |
4/28/2025 | Vontobel Holding Ltd. | 153,100 | $4.50M | 0.0% | -13.6% | 0.226% | |
4/25/2025 | Almanack Investment Partners LLC. | 29,209 | $859K | 0.2% | -2.8% | 0.041% | |
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4/23/2025 | SFG Wealth Management LLC. | 8,689 | $255K | 0.1% | N/A | 0.012% | |
4/22/2025 | Innealta Capital LLC | 266,488 | $7.84M | 4.2% | +21.4% | 0.376% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 20,176 | $593K | 0.0% | +2.2% | 0.028% | |
4/16/2025 | Paragon Capital Management Ltd | 69,706 | $2.05M | 0.4% | -11.1% | 0.098% | |
4/15/2025 | Arvest Investments Inc. | 209,196 | $6.15M | 1.0% | +0.4% | 0.295% | |
4/10/2025 | Boltwood Capital Management | 9,100 | $268K | 0.1% | N/A | 0.013% | |
4/7/2025 | GAMMA Investing LLC | 7,615 | $224K | 0.0% | +2,840.2% | 0.011% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 19,739 | $565K | 0.0% | +8.2% | 0.030% | |
2/26/2025 | Yoffe Investment Management LLC | 11,410 | $326K | 0.5% | N/A | 0.018% | |
2/25/2025 | Heck Capital Advisors LLC | 182,453 | $5.22M | 0.3% | N/A | 0.282% | |
2/18/2025 | Mittelman Wealth Management | 90,990 | $2.60M | 2.4% | -45.0% | 0.140% | |
2/17/2025 | Visionary Wealth Advisors | 9,333 | $267K | 0.0% | -50.1% | 0.014% | |
2/17/2025 | Quantinno Capital Management LP | 37,689 | $1.08M | 0.0% | -0.9% | 0.058% | |
2/17/2025 | Main Management ETF Advisors LLC | 592,730 | $16.96M | 0.8% | +0.6% | 0.915% | |
2/17/2025 | Janus Henderson Group PLC | 840,222 | $24.04M | 0.0% | -4.5% | 1.297% | |
2/17/2025 | Coastal Bridge Advisors LLC | 9,273 | $265K | 0.1% | -13.9% | 0.014% | |
2/17/2025 | EP Wealth Advisors LLC | 337,610 | $9.66M | 0.1% | -2.7% | 0.521% | |
2/17/2025 | Chapman Financial Group LLC | 16,025 | $458K | 0.4% | N/A | 0.025% | |
2/17/2025 | Bank of America Corp DE | 10,896,896 | $311.76M | 0.0% | +49.3% | 16.816% | |
2/17/2025 | Benjamin Edwards Inc. | 390,254 | $11.16M | 0.2% | -42.4% | 0.602% | |
2/17/2025 | Ameriprise Financial Inc. | 451,123 | $12.91M | 0.0% | -37.2% | 0.696% | |
2/14/2025 | Itau Unibanco Holding S.A. | 104,911 | $3M | 0.1% | N/A | 0.162% | |
2/14/2025 | Jane Street Group LLC | 382,893 | $10.96M | 0.0% | -46.6% | 0.591% | |
2/14/2025 | Comerica Bank | 25,303 | $724K | 0.0% | -18.4% | 0.039% | |
2/14/2025 | Knightsbridge Asset Management LLC | 44,873 | $1.28M | 0.3% | -0.8% | 0.069% | |
2/14/2025 | Stifel Financial Corp | 499,475 | $14.29M | 0.0% | -39.2% | 0.771% | |
2/14/2025 | OneDigital Investment Advisors LLC | 42,540 | $1.22M | 0.0% | -35.3% | 0.066% | |
2/14/2025 | MML Investors Services LLC | 82,841 | $2.37M | 0.0% | -2.3% | 0.128% | |
2/14/2025 | Arvest Bank Trust Division | 538,531 | $15.41M | 0.9% | +2.9% | 0.831% | |
2/13/2025 | Altman Advisors Inc. | 53,460 | $1.53M | 0.6% | +2.4% | 0.083% | |
Donald Trump is about to free crypto from its chains … (Ad) Sure enough, Bitcoin took off on the exact day Juan said it would.
It's up more than 40% since the election … surpassing $100,000 on Dec. 8 .…
Now Juan believes it could hit $150,000 … or higher in 2025. There's another coin he thinks could do even better. |
2/13/2025 | Townsquare Capital LLC | 41,687 | $1.19M | 0.0% | -37.3% | 0.064% | |
2/13/2025 | Crux Wealth Advisors | 36,482 | $1.04M | 0.6% | N/A | 0.056% | |
2/13/2025 | Rockefeller Capital Management L.P. | 17,659 | $505K | 0.0% | +6.4% | 0.027% | |
2/13/2025 | Bank of Montreal Can | 116,867 | $3.34M | 0.0% | -39.8% | 0.180% | |
2/13/2025 | Envestnet Asset Management Inc. | 601,746 | $17.22M | 0.0% | -0.7% | 0.929% | |
2/12/2025 | Yoffe Investment Management LLC | 23,274 | $666K | 0.7% | N/A | 0.036% | |
2/12/2025 | Atlas Capital Advisors Inc. | 155,924 | $4.46M | 0.6% | +62.5% | 0.241% | |
2/12/2025 | World Investment Advisors | 14,159 | $405K | 0.0% | -92.9% | 0.022% | |
2/12/2025 | WESCAP Management Group Inc. | 18,872 | $540K | 0.1% | +24.7% | 0.029% | |
2/12/2025 | Huntington National Bank | 956 | $27K | 0.0% | +139.0% | 0.001% | |
2/12/2025 | National Bank of Canada FI | 267,489 | $7.66M | 0.0% | -25.7% | 0.413% | |
2/12/2025 | Franklin Resources Inc. | 137,522 | $3.94M | 0.0% | +1,726.6% | 0.212% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 6,352 | $182K | 0.0% | -19.4% | 0.010% | |
2/12/2025 | RiverFront Investment Group LLC | 555,267 | $15.89M | 0.4% | +5.3% | 0.857% | |
2/12/2025 | Level Four Advisory Services LLC | 98,159 | $2.81M | 0.1% | +4.6% | 0.151% | |
2/12/2025 | JPMorgan Chase & Co. | 43,228 | $1.24M | 0.0% | +71.9% | 0.067% | |
2/11/2025 | Congress Wealth Management LLC DE | 330,057 | $9.44M | 0.1% | -0.4% | 0.509% | |
2/11/2025 | Paces Ferry Wealth Advisors LLC | 9,850 | $282K | 0.1% | +19.6% | 0.015% | |
2/11/2025 | LPL Financial LLC | 1,014,921 | $29.04M | 0.0% | +0.1% | 1.566% | |
2/10/2025 | Thrivent Financial for Lutherans | 1,108,895 | $32.06M | 0.1% | +3.7% | 1.711% | |
2/10/2025 | Harbour Investments Inc. | 1,854 | $53K | 0.0% | +188.8% | 0.003% | |
2/10/2025 | Madison Investment Advisors LLC | 693,406 | $19.84M | 0.2% | N/A | 1.070% | |
2/10/2025 | Farther Finance Advisors LLC | 3,731 | $107K | 0.0% | -57.6% | 0.006% | |
2/10/2025 | EverSource Wealth Advisors LLC | 27,797 | $795K | 0.1% | +82.0% | 0.043% | |
2/7/2025 | HighTower Advisors LLC | 51,618 | $1.48M | 0.0% | +4.5% | 0.080% | |
2/7/2025 | AGF Management Ltd. | 410,113 | $11.73M | 0.1% | +3.7% | 0.633% | |
2/6/2025 | Raymond James Financial Inc. | 345,251 | $9.88M | 0.0% | N/A | 0.533% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 261,617 | $7.49M | 0.1% | +5.0% | 0.404% | |
2/5/2025 | Connable Office Inc. | 255,706 | $7.32M | 0.8% | -0.8% | 0.395% | |
2/5/2025 | US Bancorp DE | 957 | $27K | 0.0% | +122.0% | 0.001% | |
2/5/2025 | Compass Financial Group Inc. | 253,938 | $7.27M | 3.5% | -2.1% | 0.392% | |
2/5/2025 | New York Life Investment Management LLC | 10,630 | $304K | 0.0% | N/A | 0.016% | |
2/4/2025 | IFP Advisors Inc | 9,328 | $267K | 0.0% | -76.4% | 0.014% | |
2/4/2025 | Wealthspire Advisors LLC | 8,730 | $250K | 0.0% | N/A | 0.013% | |
2/3/2025 | Private Advisor Group LLC | 11,290 | $323K | 0.0% | +25.6% | 0.017% | |
1/31/2025 | Global Retirement Partners LLC | 10,747 | $307K | 0.0% | -13.3% | 0.017% | |
1/30/2025 | Opes Wealth Management LLC | 166,900 | $4.78M | 1.0% | +3.5% | 0.258% | |
1/30/2025 | Vontobel Holding Ltd. | 177,180 | $5.07M | 0.0% | -5.3% | 0.273% | |
1/29/2025 | Leavell Investment Management Inc. | 73,653 | $2.11M | 0.1% | -0.9% | 0.114% | |
1/28/2025 | Wilmington Savings Fund Society FSB | 8,646 | $247K | 0.0% | +54.2% | 0.013% | |
1/28/2025 | Almanack Investment Partners LLC. | 30,055 | $860K | 0.1% | -38.8% | 0.046% | |
1/27/2025 | Choreo LLC | 9,031 | $258K | 0.0% | N/A | 0.014% | |
1/23/2025 | Heck Capital Advisors LLC | 182,453 | $5.22M | 0.4% | N/A | 0.282% | |
1/21/2025 | Impact Partnership Wealth LLC | 332,179 | $9.50M | 1.9% | +13.7% | 0.513% | |
1/17/2025 | Janney Montgomery Scott LLC | 77,573 | $2.22M | 0.0% | -2.7% | 0.120% | |
1/17/2025 | Proquility Private Wealth Partners LLC | 168,766 | $4.83M | 1.6% | -5.1% | 0.260% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 531,301 | $15.20M | 0.7% | +3.5% | 0.820% | |
1/14/2025 | Paragon Capital Management Ltd | 78,418 | $2.24M | 0.5% | -1.0% | 0.121% | |
1/13/2025 | Clean Yield Group | 1,750 | $50K | 0.0% | N/A | 0.003% | |
1/2/2025 | Confluence Investment Management LLC | 174,192 | $4.98M | 0.1% | -41.8% | 0.269% | |
Donald Trump is about to free crypto from its chains … (Ad) Sure enough, Bitcoin took off on the exact day Juan said it would.
It's up more than 40% since the election … surpassing $100,000 on Dec. 8 .…
Now Juan believes it could hit $150,000 … or higher in 2025. There's another coin he thinks could do even better. |
12/26/2024 | JPMorgan Chase & Co. | 25,144 | $765K | 0.0% | -18.2% | 0.039% | |
12/19/2024 | Principal Financial Group Inc. | 346,156 | $10.53M | 0.0% | +386.3% | 0.534% | |
11/27/2024 | Franklin Resources Inc. | 7,529 | $227K | 0.0% | -13.8% | 0.012% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 5,608 | $171K | 0.0% | N/A | 0.009% | |
11/25/2024 | Arvest Bank Trust Division | 523,299 | $15.92M | 0.9% | N/A | 0.808% | |
11/25/2024 | World Investment Advisors LLC | 199,840 | $6.08M | 0.1% | N/A | 0.308% | |
11/18/2024 | Mittelman Wealth Management | 165,537 | $5.04M | 2.9% | +55.0% | 0.255% | |
11/15/2024 | MML Investors Services LLC | 84,799 | $2.58M | 0.0% | -3.2% | 0.131% | |
11/15/2024 | Main Management ETF Advisors LLC | 589,145 | $17.92M | 0.8% | -5.7% | 0.909% | |
11/15/2024 | National Bank of Canada FI | 359,831 | $10.95M | 0.0% | +3.2% | 0.555% | |