5/2/2025 | Cullen Frost Bankers Inc. | 283,469 | $9.06M | 0.1% | -2.3% | 1.461% | |
5/2/2025 | BIP Wealth LLC | 112,888 | $3.61M | 0.2% | +3.2% | 0.582% | |
5/2/2025 | Bryn Mawr Capital Management LLC | 39,842 | $1.27M | 0.1% | +3.4% | 0.205% | |
5/2/2025 | Larson Financial Group LLC | 13,391 | $428K | 0.0% | -18.3% | 0.069% | |
5/2/2025 | Landmark Wealth Management LLC | 10,037 | $321K | 0.1% | -9.2% | 0.052% | |
5/2/2025 | Apollon Wealth Management LLC | 15,225 | $487K | 0.0% | -10.1% | 0.078% | |
5/1/2025 | Asset Dedication LLC | 9,844 | $315K | 0.0% | -4.8% | 0.051% | |
5/1/2025 | CWM LLC | 2,987 | $95K | 0.0% | +12.5% | 0.015% | |
5/1/2025 | Omega Financial Group LLC | 6,364 | $203K | 0.1% | N/A | 0.033% | |
5/1/2025 | Austin Wealth Management LLC | 19,911 | $664K | 0.1% | -3.6% | 0.103% | |
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4/30/2025 | Cerity Partners LLC | 182,932 | $5.85M | 0.0% | -1.1% | 0.943% | |
4/30/2025 | Axxcess Wealth Management LLC | 18,370 | $587K | 0.0% | -5.8% | 0.095% | |
4/29/2025 | Raleigh Capital Management Inc. | 32,324 | $1.03M | 0.5% | +6.0% | 0.167% | |
4/29/2025 | Envestnet Asset Management Inc. | 868,643 | $27.76M | 0.0% | +4.3% | 4.478% | |
4/28/2025 | CarsonAllaria Wealth Management Ltd. | 117,373 | $3.75M | 2.2% | -3.0% | 0.605% | |
4/24/2025 | Kraft Davis & Associates LLC | 28,832 | $952K | 0.3% | N/A | 0.149% | |
4/23/2025 | Sequoia Financial Advisors LLC | 7,741 | $247K | 0.0% | N/A | 0.040% | |
4/23/2025 | Pure Financial Advisors LLC | 90,110 | $2.88M | 0.1% | +2.9% | 0.464% | |
4/23/2025 | Spire Wealth Management | 31,591 | $1.01M | 0.0% | +2.1% | 0.163% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 28,826 | $921K | 0.2% | -73.0% | 0.149% | |
4/23/2025 | Valmark Advisers Inc. | 42,517 | $1.36M | 0.0% | +3.3% | 0.219% | |
4/23/2025 | Crewe Advisors LLC | 1,904 | $61K | 0.0% | -32.1% | 0.010% | |
4/22/2025 | Aspire Private Capital LLC | 78,114 | $2.50M | 0.6% | -7.4% | 0.403% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 477,749 | $15.27M | 0.1% | +5.8% | 2.463% | |
4/21/2025 | Aspiriant LLC | 6,294 | $201K | 0.0% | N/A | 0.032% | |
4/17/2025 | Mission Wealth Management LP | 76,366 | $2.44M | 0.1% | -1.4% | 0.394% | |
4/17/2025 | Lockerman Financial Group Inc. | 11,250 | $360K | 0.5% | N/A | 0.058% | |
4/17/2025 | Total Clarity Wealth Management Inc. | 41,951 | $1.30M | 0.4% | -0.8% | 0.216% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 24,465 | $782K | 0.0% | -9.3% | 0.126% | |
4/16/2025 | RTD Financial Advisors Inc. | 131,615 | $4.21M | 0.6% | -0.6% | 0.678% | |
4/15/2025 | Corrigan Financial Inc. | 296,834 | $9.49M | 2.0% | -0.6% | 1.530% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 56,431 | $1.80M | 0.0% | -2.0% | 0.291% | |
4/14/2025 | International Private Wealth Advisors LLC | 11,370 | $363K | 0.3% | +9.4% | 0.059% | |
4/14/2025 | Farther Finance Advisors LLC | 3,345 | $107K | 0.0% | -29.9% | 0.017% | |
4/14/2025 | Portside Wealth Group LLC | 19,720 | $630K | 0.1% | +7.6% | 0.102% | |
4/14/2025 | Outlook Wealth Advisors LLC | 11,531 | $369K | 0.1% | -3.1% | 0.059% | |
4/14/2025 | Park Avenue Securities LLC | 211,349 | $6.76M | 0.1% | +3.4% | 1.089% | |
4/14/2025 | Upper Left Wealth Management LLC | 33,433 | $1.07M | 0.8% | -1.7% | 0.172% | |
4/14/2025 | LexAurum Advisors LLC | 6,388 | $204K | 0.0% | N/A | 0.033% | |
4/11/2025 | Signal Advisors Wealth LLC | 54,677 | $1.75M | 0.2% | +7.2% | 0.282% | |
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4/10/2025 | Portside Wealth Group LLC | 18,328 | $568K | 0.1% | +5.5% | 0.094% | |
4/10/2025 | Iams Wealth Management LLC | 7,999 | $256K | 0.1% | -5.1% | 0.041% | |
4/8/2025 | Global Financial Private Client LLC | 14,545 | $465K | 0.2% | +3.3% | 0.075% | |
3/28/2025 | Berkeley Inc | 6,661 | $206K | 0.1% | -50.8% | 0.034% | |
3/24/2025 | Wellington Management Group LLP | 31,468 | $975K | 0.0% | -15.0% | 0.159% | |
3/24/2025 | Mascagni Wealth Management Inc. | 898 | $28K | 0.0% | N/A | 0.005% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 26,985 | $836K | 0.0% | -8.5% | 0.136% | |
3/5/2025 | Probity Advisors Inc. | 29,589 | $917K | 0.2% | -7.2% | 0.149% | |
2/17/2025 | Sentinus LLC | 19,647 | $609K | 0.2% | +401.2% | 0.099% | |
2/17/2025 | Focus Partners Wealth | 17,001 | $527K | 0.0% | -12.3% | 0.086% | |
2/17/2025 | Cetera Investment Advisers | 506,074 | $15.68M | 0.0% | +0.1% | 2.556% | |
2/17/2025 | Cary Street Partners Financial LLC | 32,407 | $1.00M | 0.0% | N/A | 0.164% | |
2/17/2025 | BIP Wealth LLC | 109,386 | $3.39M | 0.2% | +8.7% | 0.552% | |
2/14/2025 | Jane Street Group LLC | 81,513 | $2.53M | 0.0% | -69.9% | 0.412% | |
2/14/2025 | Northern Trust Corp | 49,750 | $1.54M | 0.0% | -63.0% | 0.251% | |
2/14/2025 | Betterment LLC | 10,640 | $330K | 0.0% | +19.6% | 0.054% | |
2/14/2025 | Transce3nd LLC | 992 | $31K | 0.0% | N/A | 0.005% | |
2/14/2025 | Freedom Investment Management Inc. | 15,331 | $475K | 0.0% | +9.1% | 0.077% | |
2/14/2025 | GeoWealth Management LLC | 82,166 | $2.55M | 0.1% | +5.9% | 0.415% | |
2/14/2025 | Commerce Bank | 320,056 | $9.92M | 0.1% | -26.2% | 1.616% | |
2/13/2025 | Tobias Financial Advisors Inc. | 110,494 | $3.42M | 0.7% | -1.1% | 0.558% | |
2/13/2025 | NewEdge Advisors LLC | 68,338 | $2.12M | 0.0% | +8.6% | 0.345% | |
2/13/2025 | Stonehaven Wealth & Tax Solutions LLC | 33,580 | $1.04M | 1.1% | N/A | 0.170% | |
2/13/2025 | CreativeOne Wealth LLC | 26,170 | $811K | 0.0% | +35.6% | 0.132% | |
2/13/2025 | Townsquare Capital LLC | 245,705 | $7.61M | 0.1% | +1.4% | 1.241% | |
2/13/2025 | Accredited Investors Inc. | 44,298 | $1.37M | 0.1% | +10.6% | 0.224% | |
2/13/2025 | Bessemer Group Inc. | 1,128 | $35K | 0.0% | N/A | 0.006% | |
2/13/2025 | Raymond James Financial Inc. | 27,686 | $858K | 0.0% | N/A | 0.140% | |
2/13/2025 | Bank of Montreal Can | 26,985 | $836K | 0.0% | -78.6% | 0.136% | |
2/13/2025 | Cerity Partners LLC | 184,934 | $5.73M | 0.0% | -1.8% | 0.934% | |
2/13/2025 | Quadrant Capital Group LLC | 2,800 | $87K | 0.0% | N/A | 0.014% | |
2/13/2025 | Envestnet Asset Management Inc. | 833,028 | $25.81M | 0.0% | +7.9% | 4.207% | |
2/12/2025 | Pitcairn Co. | 10,237 | $317K | 0.0% | -31.0% | 0.052% | |
2/12/2025 | Arete Wealth Advisors LLC | 45,940 | $1.43M | 0.1% | +5.1% | 0.232% | |
2/12/2025 | Wellington Management Group LLP | 31,468 | $975K | 0.0% | -15.0% | 0.159% | |
2/12/2025 | Orion Portfolio Solutions LLC | 26,964 | $835K | 0.0% | +2.4% | 0.136% | |
2/12/2025 | Worth Financial Advisory Group LLC | 7,928 | $246K | 0.2% | -35.5% | 0.040% | |
2/11/2025 | TIAA Trust National Association | 236,374 | $7.32M | 0.0% | -5.7% | 1.194% | |
2/11/2025 | LPL Financial LLC | 1,069,766 | $33.15M | 0.0% | +3.3% | 5.403% | |
2/10/2025 | Axxcess Wealth Management LLC | 19,499 | $604K | 0.0% | -2.3% | 0.098% | |
2/10/2025 | Harbour Investments Inc. | 52,195 | $1.62M | 0.0% | +6.5% | 0.264% | |
2/10/2025 | Corient Private Wealth LLC | 10,953 | $339K | 0.0% | +3.8% | 0.055% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 451,422 | $13.99M | 0.0% | +9.5% | 2.280% | |
2/10/2025 | Commonwealth Equity Services LLC | 108,258 | $3.35M | 0.0% | -5.4% | 0.547% | |
2/10/2025 | Balboa Wealth Partners | 7,239 | $224K | 0.1% | +5.4% | 0.037% | |
2/10/2025 | Austin Wealth Management LLC | 20,661 | $641K | 0.1% | -1.5% | 0.104% | |
2/7/2025 | HighTower Advisors LLC | 37,026 | $1.15M | 0.0% | -4.6% | 0.187% | |
2/7/2025 | Independent Advisor Alliance | 17,865 | $554K | 0.0% | N/A | 0.090% | |
2/7/2025 | Efficient Advisors LLC | 21,607 | $670K | 0.0% | +4.6% | 0.109% | |
2/7/2025 | Rialto Wealth Management LLC | 2,786 | $86K | 0.0% | N/A | 0.014% | |
Elon’s Terrifying Warning Forces Trump To Take Action (Ad) Elon Musk has avoided two major financial crises before. He pulled Tesla and SpaceX back from the brink of collapse and built two of the most valuable companies in history.
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2/7/2025 | Lifeworks Advisors LLC | 10,197 | $316K | 0.1% | -8.1% | 0.052% | |
2/7/2025 | Larson Financial Group LLC | 16,397 | $508K | 0.0% | -3.5% | 0.083% | |
2/7/2025 | PNC Financial Services Group Inc. | 125,145 | $3.88M | 0.0% | -38.5% | 0.632% | |
2/7/2025 | Novus Advisors LLC | 18,073 | $560K | 0.6% | N/A | 0.091% | |
2/6/2025 | One Capital Management LLC | 17,137 | $531K | 0.0% | -4.1% | 0.087% | |
2/6/2025 | Raymond James Financial Inc. | 27,686 | $858K | 0.0% | N/A | 0.140% | |
2/6/2025 | Cullen Frost Bankers Inc. | 290,265 | $8.99M | 0.1% | -0.3% | 1.466% | |
2/6/2025 | Assetmark Inc. | 573,668 | $17.78M | 0.0% | +3.2% | 2.897% | |
2/6/2025 | Mason Investment Advisory Services Inc. | 7,336 | $227K | 0.0% | -4.9% | 0.037% | |
2/6/2025 | Mission Wealth Management LP | 77,481 | $2.40M | 0.1% | +76.4% | 0.391% | |