2/12/2025 | CIBC Private Wealth Group LLC | 946,838 | $382.88M | 0.7% | +3.2% | 0.358% | |
2/12/2025 | ARK & TLK Investments LLC | 24,039 | $9.65M | 3.4% | -0.5% | 0.009% | |
2/12/2025 | RWA Wealth Partners LLC | 153,507 | $61.65M | 0.8% | +17.9% | 0.058% | |
2/12/2025 | Schroder Investment Management Group | 19,325 | $7.83M | 0.0% | -39.9% | 0.007% | |
2/12/2025 | MV Capital Management Inc. | 197,363 | $79.26M | 8.5% | -4.7% | 0.075% | |
2/12/2025 | BlueChip Wealth Advisors LLC | 3,800 | $1.53M | 0.8% | +1.1% | 0.001% | |
2/12/2025 | Valley Forge Investment Consultants Inc. ADV | 12,162 | $4.88M | 1.7% | +0.2% | 0.005% | |
2/12/2025 | Transamerica Financial Advisors Inc. | 4,300 | $1.73M | 0.2% | +3.0% | 0.002% | |
2/12/2025 | OneAscent Wealth Management LLC | 798 | $320K | 0.1% | -13.4% | 0.000% | |
2/12/2025 | Biondo Investment Advisors LLC | 7,845 | $3.15M | 0.4% | +2.3% | 0.003% | |
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2/12/2025 | Allstate Corp | 3,350 | $1.35M | 0.0% | -71.9% | 0.001% | |
2/12/2025 | Maridea Wealth Management LLC | 1,665 | $669K | 0.2% | N/A | 0.001% | |
2/12/2025 | Brown Brothers Harriman & Co. | 24,925 | $10.01M | 0.1% | +9.5% | 0.009% | |
2/12/2025 | RiverFront Investment Group LLC | 4,444 | $1.79M | 0.0% | +61.6% | 0.002% | |
2/12/2025 | Level Four Advisory Services LLC | 7,666 | $3.08M | 0.1% | +20.1% | 0.003% | |
2/12/2025 | Vertex Planning Partners LLC | 836 | $336K | 0.1% | +4.5% | 0.000% | |
2/12/2025 | Orion Portfolio Solutions LLC | 291,394 | $117.02M | 1.2% | -0.1% | 0.110% | |
2/12/2025 | New Age Alpha Advisors LLC | 2,895 | $1.16M | 0.0% | N/A | 0.001% | |
2/12/2025 | Providence Capital Advisors LLC | 5,411 | $2.17M | 0.4% | +5.9% | 0.002% | |
2/12/2025 | Blair William & Co. IL | 216,605 | $86.98M | 0.3% | +7.5% | 0.082% | |
2/12/2025 | Loomis Sayles & Co. L P | 36,175 | $14.53M | 1.6% | -12.9% | 0.014% | |
2/12/2025 | Howe & Rusling Inc. | 374 | $150K | 0.0% | +38.0% | 0.000% | |
2/12/2025 | AssuredPartners Investment Advisors LLC | 1,145 | $460K | 0.1% | N/A | 0.000% | |
2/12/2025 | Moment Partners LLC | 1,200 | $482K | 0.1% | N/A | 0.000% | |
2/12/2025 | JPMorgan Chase & Co. | 7,116,045 | $2.86B | 0.2% | +5.2% | 2.690% | |
2/12/2025 | Foundation Wealth Management LLC PA | 13,445 | $5.40M | 2.6% | N/A | 0.005% | |
2/12/2025 | Sellwood Investment Partners LLC | 385 | $155K | 0.1% | N/A | 0.000% | |
2/12/2025 | Core Wealth Partners LLC | 500 | $201K | 0.1% | N/A | 0.000% | |
2/12/2025 | Ausdal Financial Partners Inc. | 5,571 | $2.24M | 0.2% | +4.0% | 0.002% | |
2/12/2025 | Financial Engines Advisors L.L.C. | 32,455 | $13.03M | 0.0% | +7.8% | 0.012% | |
2/12/2025 | Financial Counselors Inc. | 118,590 | $47.62M | 0.7% | +1.7% | 0.045% | |
2/12/2025 | Mark Sheptoff Financial Planning LLC | 140 | $56K | 0.0% | +122.2% | 0.000% | |
2/12/2025 | UNIVEST FINANCIAL Corp | 1,947 | $782K | 0.0% | -7.7% | 0.001% | |
2/12/2025 | Bay Capital Advisors LLC | 16,175 | $6.50M | 5.2% | N/A | 0.006% | |
2/12/2025 | Potentia Wealth | 18,412 | $7.39M | 3.3% | N/A | 0.007% | |
2/12/2025 | Ariadne Wealth Management LP | 1,805 | $744K | 0.3% | -4.9% | 0.001% | |
2/12/2025 | PKS Advisory Services LLC | 1,691 | $679K | 0.2% | N/A | 0.001% | |
2/11/2025 | Heritage Wealth Management Inc. CA | 958 | $385K | 0.3% | -17.1% | 0.000% | |
2/11/2025 | Zions Bancorporation N.A. | 7,646 | $3.07M | 0.2% | -1.2% | 0.003% | |
2/11/2025 | Insight 2811 Inc. | 7,636 | $3.07M | 1.6% | -4.4% | 0.003% | |
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2/11/2025 | TIAA Trust National Association | 2,078,785 | $839.33M | 2.5% | -2.3% | 0.786% | |
2/11/2025 | FineMark National Bank & Trust | 16,297 | $6.55M | 0.2% | -0.5% | 0.006% | |
2/11/2025 | Modern Wealth Management LLC | 5,417 | $2.23M | 0.1% | +256.4% | 0.002% | |
2/11/2025 | CoreFirst Bank & Trust | 250 | $100K | 0.1% | N/A | 0.000% | |
2/11/2025 | Haverford Trust Co | 58,071 | $23.32M | 0.2% | -0.9% | 0.022% | |
2/11/2025 | Prudential Financial Inc. | 831,195 | $333.79M | 0.5% | +100.9% | 0.314% | |
2/11/2025 | Hirtle Callaghan & Co LLC | 105,170 | $42.23M | 1.8% | -2.3% | 0.040% | |
2/11/2025 | Woodmont Investment Counsel LLC | 2,947 | $1.18M | 0.1% | -11.5% | 0.001% | |
2/11/2025 | Congress Wealth Management LLC DE | 75,811 | $30.45M | 0.4% | +26.4% | 0.029% | |
2/11/2025 | Community Bank N.A. | 22,503 | $9.04M | 1.2% | -0.3% | 0.009% | |
2/11/2025 | Paces Ferry Wealth Advisors LLC | 10,854 | $4.36M | 2.1% | +0.6% | 0.004% | |
2/11/2025 | LPL Financial LLC | 3,146,450 | $1.26B | 0.5% | +4.2% | 1.189% | |
2/11/2025 | Mosley Wealth Management | 1,294 | $530K | 0.3% | -2.4% | 0.000% | |
2/11/2025 | Optimum Investment Advisors | 1,021 | $410K | 0.2% | -2.9% | 0.000% | |
2/11/2025 | Umpqua Bank | 2,467 | $975K | 0.3% | +16.5% | 0.001% | |
2/11/2025 | Sei Investments Co. | 45,873 | $18.42M | 0.0% | +11.2% | 0.017% | |
2/11/2025 | American Century Companies Inc. | 486,242 | $195.27M | 0.1% | -57.2% | 0.184% | |
2/11/2025 | Runnymede Capital Advisors Inc. | 66 | $27K | 0.0% | N/A | 0.000% | |
2/11/2025 | Millstone Evans Group LLC | 152 | $61K | 0.0% | N/A | 0.000% | |
2/11/2025 | Washington Trust Bank | 954 | $383K | 0.0% | -8.9% | 0.000% | |
2/11/2025 | Lakeshore Financial Planning Inc. | 851 | $342K | 0.1% | -3.5% | 0.000% | |
2/11/2025 | Wayfinding Financial LLC | 1,253 | $503K | 0.3% | N/A | 0.000% | |
2/11/2025 | TD Private Client Wealth LLC | 131,698 | $52.89M | 1.5% | -3.1% | 0.050% | |
2/11/2025 | Lee Danner & Bass Inc. | 5,512 | $2.21M | 0.2% | +61.3% | 0.002% | |
2/11/2025 | Truepoint Inc. | 24,215 | $9.72M | 0.3% | -3.6% | 0.009% | |
2/11/2025 | Independent Solutions Wealth Management LLC | 4,190 | $1.68M | 0.4% | +12.4% | 0.002% | |
2/11/2025 | Kiker Wealth Management LLC | 203 | $82K | 0.1% | N/A | 0.000% | |
2/11/2025 | Antonelli Financial Advisors LLC | 1,018 | $409K | 0.3% | N/A | 0.000% | |
2/11/2025 | Ballast Advisors LLC | 3,386 | $1.36M | 0.4% | -2.1% | 0.001% | |
2/11/2025 | Lowe Brockenbrough & Co. Inc. | 17,153 | $6.89M | 0.4% | -2.8% | 0.006% | |
2/11/2025 | Pecaut & CO. | 504 | $202K | 0.1% | N/A | 0.000% | |
2/11/2025 | Whittier Trust Co. of Nevada Inc. | 10,508 | $4.22M | 0.1% | +0.8% | 0.004% | |
2/11/2025 | Absolute Capital Management LLC | 495 | $200K | 0.1% | N/A | 0.000% | |
2/11/2025 | HUB Investment Partners LLC | 5,297 | $2.13M | 0.1% | +1.9% | 0.002% | |
2/11/2025 | Whittier Trust Co. | 27,041 | $10.86M | 0.1% | -28.8% | 0.010% | |
2/11/2025 | OLD Point Trust & Financial Services N A | 1,602 | $643K | 0.2% | N/A | 0.001% | |
2/11/2025 | BluePointe Capital Management LLC | 26,254 | $10.54M | 6.0% | +14.2% | 0.010% | |
2/11/2025 | Condor Capital Management | 65,310 | $26.23M | 2.3% | +2.7% | 0.025% | |
2/11/2025 | Symmetry Partners LLC | 557 | $224K | 0.0% | N/A | 0.000% | |
2/11/2025 | First National Bank of Hutchinson | 885 | $355K | 0.2% | -13.2% | 0.000% | |
2/11/2025 | Strategic Financial Services Inc. | 3,434 | $1.38M | 0.1% | -5.0% | 0.001% | |
2/11/2025 | Sandy Spring Bank | 6,965 | $2.80M | 0.1% | -1.7% | 0.003% | |
2/11/2025 | Arvest Investments Inc. | 1,065 | $428K | 0.1% | +3.8% | 0.000% | |
2/11/2025 | Next Capital Management LLC | 17,645 | $7.09M | 2.9% | +2.4% | 0.007% | |
2/11/2025 | GM Advisory Group LLC | 30,875 | $12.40M | 0.7% | -0.3% | 0.012% | |
2/11/2025 | Bank of Marin | 536 | $215K | 0.2% | -6.5% | 0.000% | |
2/11/2025 | VSM Wealth Advisory LLC | 184 | $74K | 0.0% | N/A | 0.000% | |
2/11/2025 | Saiph Capital LLC | 88,502 | $35.54M | 12.8% | +1.0% | 0.033% | |
2/11/2025 | OVERSEA CHINESE BANKING Corp Ltd | 1,370 | $550K | 0.0% | N/A | 0.001% | |
2/11/2025 | Compass Ion Advisors LLC | 1,551 | $623K | 0.1% | N/A | 0.001% | |
Certificate 390… turning $3,000 into $2 billion (Ad) In my new film, The Texas Conspiracy, I’ll tell you all about these three men – who they are, where they come from, and how they’ve concealed what journalist Bill Alpert calls a “modern jackpot.” If you watch anything today, watch this. |
2/11/2025 | ProVise Management Group LLC | 8,039 | $3.23M | 0.3% | -10.5% | 0.003% | |
2/11/2025 | Xponance Inc. | 12,798 | $5.14M | 0.0% | -13.4% | 0.005% | |
2/10/2025 | Evoke Wealth LLC | 839 | $337K | 0.0% | N/A | 0.000% | |
2/10/2025 | Thrivent Financial for Lutherans | 327,680 | $130.91M | 0.3% | -2.7% | 0.124% | |
2/10/2025 | Custos Family Office LLC | 7,553 | $3.03M | 1.1% | -14.2% | 0.003% | |
2/10/2025 | Axxcess Wealth Management LLC | 23,694 | $9.52M | 0.2% | +4.0% | 0.009% | |
2/10/2025 | Tocqueville Asset Management L.P. | 5,721 | $2.30M | 0.0% | +46.1% | 0.002% | |
2/10/2025 | Wealth Architects LLC | 2,468 | $991K | 0.1% | -5.3% | 0.001% | |
2/10/2025 | Cozad Asset Management Inc. | 2,710 | $1.09M | 0.1% | -2.2% | 0.001% | |
2/10/2025 | 1ST Source Bank | 584,615 | $234.77M | 13.4% | +0.1% | 0.221% | |