7/25/2025 | Atria Wealth Solutions Inc. | 25,514 | $1.92M | 0.0% | -40.7% | 0.083% | |
7/25/2025 | CWM LLC | 32,406 | $2.40M | 0.0% | +347.5% | 0.106% | |
7/25/2025 | Strategic Point Investment Advisors LLC | 205,883 | $15.24M | 2.4% | +0.8% | 0.671% | |
7/24/2025 | Williams & Novak LLC | 3,325 | $246K | 0.2% | -18.2% | 0.011% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 24,640 | $1.82M | 0.1% | -5.4% | 0.080% | |
7/24/2025 | Galvin Gaustad & Stein LLC | 8,801 | $652K | 0.1% | -14.1% | 0.029% | |
7/24/2025 | IFP Advisors Inc | 6,071 | $450K | 0.0% | -20.5% | 0.020% | |
7/24/2025 | Court Place Advisors LLC | 8,340 | $617K | 0.2% | -2.2% | 0.027% | |
7/22/2025 | D.B. Root & Company LLC | 4,850 | $359K | 0.1% | -5.3% | 0.016% | |
7/22/2025 | Yoder Wealth Management Inc. | 63,159 | $4.68M | 2.4% | +1.5% | 0.206% | |
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7/21/2025 | Ameritas Advisory Services LLC | 23,511 | $1.74M | 0.1% | -22.4% | 0.077% | |
7/21/2025 | Exchange Capital Management Inc. | 31,955 | $2.37M | 0.4% | -2.8% | 0.104% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 33,181 | $2.46M | 0.3% | +2.1% | 0.108% | |
7/18/2025 | Vicus Capital | 299,652 | $22.19M | 1.8% | +2.5% | 0.978% | |
7/18/2025 | Truist Financial Corp | 10,592 | $784K | 0.0% | +5.1% | 0.035% | |
7/17/2025 | Janney Montgomery Scott LLC | 6,432 | $476K | 0.0% | +2.6% | 0.021% | |
7/17/2025 | Montis Financial LLC | 9,708 | $719K | 0.2% | -18.8% | 0.032% | |
7/17/2025 | Smith Salley Wealth Management | 53,785 | $3.98M | 0.2% | +1.3% | 0.175% | |
7/16/2025 | Signature Resources Capital Management LLC | 889 | $66K | 0.0% | N/A | 0.003% | |
7/16/2025 | CX Institutional | 1,478 | $109K | 0.0% | +283.9% | 0.005% | |
7/16/2025 | American National Bank & Trust | 9,711 | $719K | 0.1% | +11.3% | 0.032% | |
7/16/2025 | Fischer Financial Services Inc. | 148,236 | $10.97M | 3.2% | -2.1% | 0.484% | |
7/15/2025 | Aspire Capital Advisors LLC | 27,216 | $2.02M | 0.6% | -44.1% | 0.089% | |
7/15/2025 | Lynch & Associates IN | 34,820 | $2.58M | 0.5% | +3.6% | 0.114% | |
7/14/2025 | Buska Wealth Management LLC | 68,815 | $5.10M | 1.4% | +114.7% | 0.225% | |
7/11/2025 | Farther Finance Advisors LLC | 848 | $63K | 0.0% | -70.7% | 0.003% | |
7/11/2025 | CX Institutional | 1,478 | $109K | 0.0% | +283.9% | 0.005% | |
7/11/2025 | LongView Wealth Management | 7,562 | $560K | 0.2% | +8.1% | 0.025% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 10,662 | $804K | 0.0% | +5.2% | 0.035% | |
7/9/2025 | Procyon Advisors LLC | 114,516 | $8.48M | 0.8% | +52.6% | 0.374% | |
7/7/2025 | Roxbury Financial LLC | 7,944 | $588K | 0.6% | +3.8% | 0.026% | |
7/7/2025 | Nova Wealth Management Inc. | 13,362 | $989K | 0.7% | +20.6% | 0.044% | |
7/2/2025 | HBW Advisory Services LLC | 3,996 | $296K | 0.0% | -46.1% | 0.013% | |
6/27/2025 | Goldman Sachs Group Inc. | 8,448 | $587K | 0.0% | -77.8% | 0.027% | |
6/2/2025 | Modern Wealth Management LLC | 57,334 | $3.99M | 0.1% | +2.0% | 0.184% | |
5/29/2025 | Nova Wealth Management Inc. | 11,084 | $771K | 0.7% | +38.9% | 0.036% | |
5/20/2025 | Focus Partners Wealth | 2,880 | $200K | 0.0% | N/A | 0.009% | |
5/19/2025 | Jane Street Group LLC | 33,721 | $2.34M | 0.0% | N/A | 0.108% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 3,077 | $214K | 0.0% | -8.5% | 0.010% | |
5/16/2025 | Goldman Sachs Group Inc. | 8,448 | $587K | 0.0% | -77.8% | 0.027% | |
Trump’s $100 Trillion Land Rush Is On (Ad) What Is "The US: IPO"?
You won't hear this on CNBC... but the government may soon open up hundreds of trillions in oil, gas, lithium, and land rights. Whitney Tilson breaks it all down, and shows how everyday Americans can grab a stake. His urgent new briefing explains "The US: IPO"... and how to get in before the looming federal deadline. Click here now to discover the full story and how to stake your claim before this land rush goes ful |
5/16/2025 | Jones Financial Companies Lllp | 7,020 | $479K | 0.0% | +19.1% | 0.023% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 442 | $31K | 0.0% | N/A | 0.001% | |
5/16/2025 | NewEdge Advisors LLC | 15,905 | $1.11M | 0.0% | +113.4% | 0.051% | |
5/15/2025 | Paragon Private Wealth Management LLC | 6,175 | $429K | 0.2% | N/A | 0.020% | |
5/15/2025 | EP Wealth Advisors LLC | 33,326 | $2.32M | 0.0% | -0.8% | 0.107% | |
5/15/2025 | Royal Bank of Canada | 30,610 | $2.13M | 0.0% | +71.8% | 0.098% | |
5/14/2025 | Full Sail Capital LLC | 247,937 | $17.24M | 1.1% | -2.8% | 0.797% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 201,121 | $13.98M | 0.0% | -27.2% | 0.647% | |
5/14/2025 | Kestra Advisory Services LLC | 127,558 | $8.87M | 0.0% | +34.0% | 0.410% | |
5/14/2025 | D.B. Root & Company LLC | 5,119 | $356K | 0.1% | -4.9% | 0.016% | |
5/14/2025 | Compound Planning Inc. | 2,907 | $202K | 0.0% | N/A | 0.009% | |
5/14/2025 | CW Advisors LLC | 318,683 | $22.16M | 0.3% | -0.7% | 1.025% | |
5/14/2025 | Flow Traders U.S. LLC | 11,337 | $788K | 0.0% | N/A | 0.036% | |
5/13/2025 | Valley Brook Capital Group Inc. | 4,419 | $307K | 0.2% | +4.4% | 0.014% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 89,487 | $6.22M | 0.0% | -61.5% | 0.288% | |
5/13/2025 | HighTower Advisors LLC | 88,946 | $6.18M | 0.0% | -27.5% | 0.286% | |
5/12/2025 | AGF Management Ltd. | 828,934 | $57.63M | 0.3% | +10.4% | 2.665% | |
5/12/2025 | Meridian Wealth Management LLC | 16,457 | $1.14M | 0.1% | +9.0% | 0.053% | |
5/12/2025 | Savvy Advisors Inc. | 3,192 | $222K | 0.0% | N/A | 0.010% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 1,854,900 | $128.95M | 0.0% | -3.4% | 5.964% | |
5/9/2025 | Atria Wealth Solutions Inc. | 43,032 | $2.99M | 0.0% | +118.0% | 0.138% | |
5/9/2025 | Commonwealth Equity Services LLC | 589,418 | $40.98M | 0.1% | -7.0% | 1.895% | |
5/9/2025 | Blair William & Co. IL | 752 | $52K | 0.0% | -64.8% | 0.002% | |
5/8/2025 | US Bancorp DE | 3,341 | $232K | 0.0% | +27.4% | 0.011% | |
5/8/2025 | Harbour Investments Inc. | 1,746 | $121K | 0.0% | +14.3% | 0.006% | |
5/8/2025 | Arkadios Wealth Advisors | 3,692 | $257K | 0.0% | +24.7% | 0.012% | |
5/8/2025 | Independence Financial Advisors LLC | 139,669 | $9.71M | 3.7% | N/A | 0.449% | |
5/7/2025 | Purkiss Capital Advisors LLC | 2,935 | $204K | 0.2% | N/A | 0.009% | |
5/7/2025 | Galvin Gaustad & Stein LLC | 10,251 | $713K | 0.1% | -20.2% | 0.033% | |
5/7/2025 | LPL Financial LLC | 284,906 | $19.81M | 0.0% | +26.8% | 0.916% | |
5/7/2025 | Fischer Financial Services Inc. | 151,369 | $10.52M | 3.4% | -1.3% | 0.487% | |
5/6/2025 | Cetera Investment Advisers | 23,317 | $1.62M | 0.0% | +5.7% | 0.075% | |
5/6/2025 | Avantax Advisory Services Inc. | 3,735 | $260K | 0.0% | +10.3% | 0.012% | |
5/6/2025 | Birchcreek Wealth Management LLC | 18,567 | $1.29M | 0.8% | -3.4% | 0.060% | |
5/6/2025 | Lifeworks Advisors LLC | 3,806 | $265K | 0.0% | -82.5% | 0.012% | |
5/6/2025 | AE Wealth Management LLC | 87,070 | $6.05M | 0.1% | +2.9% | 0.280% | |
5/6/2025 | Advisors Preferred LLC | 2,423 | $168K | 0.0% | N/A | 0.008% | |
5/6/2025 | VCI Wealth Management LLC | 30,484 | $2.12M | 0.9% | +18.4% | 0.098% | |
5/6/2025 | KDK Private Wealth Management LLC | 26,710 | $1.86M | 2.1% | -1.2% | 0.086% | |
5/6/2025 | Choreo LLC | 2,996 | $208K | 0.0% | -7.4% | 0.010% | |
5/6/2025 | PFG Advisors | 14,395 | $1.00M | 0.1% | +4.4% | 0.046% | |
5/5/2025 | IFP Advisors Inc | 7,638 | $531K | 0.0% | +80.5% | 0.025% | |
5/5/2025 | Kestra Private Wealth Services LLC | 34,972 | $2.43M | 0.0% | +4.5% | 0.112% | |
5/5/2025 | Private Advisor Group LLC | 29,815 | $2.07M | 0.0% | +7.4% | 0.096% | |
5/5/2025 | Nwam LLC | 3,858 | $268K | 0.0% | N/A | 0.012% | |
5/2/2025 | Montis Financial LLC | 11,951 | $831K | 0.2% | +22.2% | 0.038% | |
5/2/2025 | BIP Wealth LLC | 3,100 | $215K | 0.0% | -5.3% | 0.010% | |
5/2/2025 | Sigma Planning Corp | 23,038 | $1.60M | 0.1% | +77.2% | 0.074% | |
5/1/2025 | Florida Financial Advisors LLC | 3,238 | $225K | 0.1% | N/A | 0.010% | |
5/1/2025 | CWM LLC | 7,242 | $503K | 0.0% | +657.5% | 0.023% | |
Trump’s $100 Trillion Land Rush Is On (Ad) What Is "The US: IPO"?
You won't hear this on CNBC... but the government may soon open up hundreds of trillions in oil, gas, lithium, and land rights. Whitney Tilson breaks it all down, and shows how everyday Americans can grab a stake. His urgent new briefing explains "The US: IPO"... and how to get in before the looming federal deadline. Click here now to discover the full story and how to stake your claim before this land rush goes ful |
5/1/2025 | Q3 Asset Management | 151,496 | $10.53M | 7.2% | -4.8% | 0.487% | |
4/30/2025 | Axxcess Wealth Management LLC | 5,349 | $372K | 0.0% | +54.8% | 0.017% | |
4/30/2025 | Court Place Advisors LLC | 8,527 | $593K | 0.2% | +3.5% | 0.027% | |
4/30/2025 | Personal CFO Solutions LLC | 111,103 | $7.72M | 1.6% | N/A | 0.357% | |
4/30/2025 | Crossmark Global Holdings Inc. | 13,808 | $960K | 0.0% | N/A | 0.044% | |
4/29/2025 | Envestnet Asset Management Inc. | 65,216 | $4.53M | 0.0% | +40.8% | 0.210% | |
4/29/2025 | Bank of New York Mellon Corp | 8,390 | $583K | 0.0% | +4.8% | 0.027% | |
4/28/2025 | Mutual Advisors LLC | 5,695 | $382K | 0.0% | -6.7% | 0.018% | |
4/25/2025 | Smith Salley Wealth Management | 53,072 | $3.69M | 0.2% | +1.4% | 0.171% | |
4/25/2025 | Koshinski Asset Management Inc. | 3,812 | $265K | 0.0% | -9.0% | 0.012% | |