4/24/2024 | Activest Wealth Management | 905 | $86K | 0.0% | -96.7% | 0.001% | |
4/24/2024 | Simplicity Wealth LLC | 5,097 | $485K | 0.0% | N/A | 0.006% | |
4/23/2024 | Canal Capital Management LLC | 34,338 | $3.27M | 0.5% | +20.5% | 0.042% | |
4/23/2024 | BSW Wealth Partners | 3,701 | $352K | 0.1% | N/A | 0.004% | |
4/23/2024 | Global Retirement Partners LLC | 16,507 | $1.57M | 0.1% | +21.8% | 0.020% | |
4/23/2024 | Wealth Advisory Solutions LLC | 4,898 | $466K | 0.1% | +19.9% | 0.006% | |
|
4/23/2024 | Strategic Blueprint LLC | 3,222 | $307K | 0.0% | N/A | 0.004% | |
4/23/2024 | Accurate Wealth Management LLC | 4,611 | $429K | 0.1% | -24.8% | 0.006% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 126,152 | $12.01M | 0.0% | +62.7% | 0.153% | |
4/22/2024 | Rovin Capital UT ADV | 71,953 | $6.85M | 2.8% | +9.1% | 0.087% | |
4/22/2024 | Kessler Investment Group LLC | 346 | $33K | 0.0% | N/A | 0.000% | |
4/22/2024 | Nilsine Partners LLC | 20,273 | $1.93M | 0.3% | N/A | 0.025% | |
4/22/2024 | Harbour Trust & Investment Management Co | 30,385 | $2.89M | 0.4% | +6.8% | 0.037% | |
4/22/2024 | PFG Investments LLC | 5,746 | $547K | 0.0% | +36.3% | 0.007% | |
4/22/2024 | Outlook Wealth Advisors LLC | 5,881 | $560K | 0.2% | N/A | 0.007% | |
4/22/2024 | Raymond James & Associates | 61,195 | $5.83M | 0.0% | +12.1% | 0.074% | |
4/22/2024 | BTS Asset Management Inc. | 234,068 | $22.29M | 18.4% | -11.3% | 0.285% | |
4/19/2024 | Veery Capital LLC | 7,476 | $712K | 0.3% | -43.7% | 0.009% | |
4/19/2024 | Westside Investment Management Inc. | 6,160 | $586K | 0.1% | +9.4% | 0.007% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 26,099 | $2.49M | 0.0% | N/A | 0.031% | |
4/18/2024 | Toews Corp ADV | 670,100 | $63.79M | 11.1% | -9.2% | 0.799% | |
4/18/2024 | Iams Wealth Management LLC | 4,872 | $460K | 0.3% | +25.7% | 0.006% | |
4/18/2024 | Congress Wealth Management LLC DE | 38,501 | $3.67M | 0.1% | +1.5% | 0.046% | |
4/18/2024 | Fifth Third Securities Inc. | 20,502 | $1.95M | 0.2% | +83.6% | 0.024% | |
4/18/2024 | SteelPeak Wealth LLC | 4,074 | $388K | 0.0% | -14.6% | 0.005% | |
4/17/2024 | MPS Loria Financial Planners LLC | 2,461 | $234K | 0.1% | -29.8% | 0.003% | |
4/17/2024 | Founders Financial Securities LLC | 4,831 | $460K | 0.0% | +2.8% | 0.006% | |
4/17/2024 | Private Ocean LLC | 507,753 | $48.34M | 5.1% | -4.5% | 0.598% | |
4/16/2024 | Capital Asset Advisory Services LLC | 2,196 | $206K | 0.0% | N/A | 0.003% | |
4/16/2024 | Jessup Wealth Management Inc | 108,895 | $10.37M | 4.4% | +12.8% | 0.129% | |
4/16/2024 | Lockerman Financial Group Inc. | 2,441 | $232K | 0.4% | N/A | 0.003% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 18,405 | $1.75M | 0.0% | -16.4% | 0.022% | |
4/15/2024 | Aletheian Wealth Advisors LLC | 9,607 | $915K | 0.5% | +11.2% | 0.011% | |
4/15/2024 | Future Financial Wealth Managment LLC | 3,000 | $286K | 0.2% | N/A | 0.004% | |
4/15/2024 | Brookstone Capital Management | 7,871 | $749K | 0.0% | +21.1% | 0.009% | |
4/15/2024 | Ehrlich Financial Group | 5,743 | $547K | 0.5% | +59.4% | 0.007% | |
4/15/2024 | Windsor Capital Management LLC | 53,930 | $5.13M | 1.6% | -2.0% | 0.064% | |
4/15/2024 | Counterpoint Mutual Funds LLC | 23,713 | $2.26M | 0.6% | +27.2% | 0.028% | |
4/15/2024 | Sound Income Strategies LLC | 75,282 | $7.17M | 0.5% | +43.3% | 0.089% | |
4/13/2024 | IMC Chicago LLC | 13,493 | $1.29M | 0.0% | N/A | 0.016% | |
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4/12/2024 | Charles Schwab Trust Co | 50,573 | $4.82M | 0.5% | +24.8% | 0.058% | |
4/12/2024 | Austin Private Wealth LLC | 6,612 | $622K | 0.1% | N/A | 0.008% | |
4/12/2024 | Global Assets Advisory LLC | 247,328 | $23.55M | 0.1% | N/A | 0.285% | |
4/11/2024 | Hillcrest Wealth Advisors NY LLC | 8,193 | $780K | 0.4% | -15.4% | 0.009% | |
4/11/2024 | RFG Advisory LLC | 133,799 | $12.74M | 0.4% | +9.3% | 0.149% | |
4/11/2024 | Capital CS Group LLC | 8,558 | $815K | 0.8% | N/A | 0.010% | |
4/11/2024 | Shilanski & Associates Inc. | 90,599 | $8.63M | 3.0% | +6.0% | 0.101% | |
4/10/2024 | Park Avenue Securities LLC | 103,534 | $9.86M | 0.1% | +74.2% | 0.115% | |
4/10/2024 | Apella Capital LLC | 126,818 | $11.97M | 0.6% | +10.6% | 0.141% | |
4/10/2024 | Clearview Wealth Advisors LLC | 9,719 | $925K | 0.9% | N/A | 0.011% | |
4/5/2024 | Insight Wealth Strategies LLC | 34,597 | $3.29M | 0.5% | N/A | 0.039% | |
4/2/2024 | Symmetry Partners LLC | 72,689 | $6.92M | 0.5% | -64.8% | 0.080% | |
3/22/2024 | PNC Financial Services Group Inc. | 726,571 | $68.83M | 0.1% | -1.5% | 0.807% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 21,679 | $2.05M | 0.1% | -10.4% | 0.022% | |
3/12/2024 | Rovin Capital UT ADV | 65,945 | $6.25M | 2.8% | -51.3% | 0.067% | |
3/6/2024 | SageView Advisory Group LLC | 220,848 | $20.99M | 0.7% | +39.2% | 0.216% | |
3/5/2024 | Fisher Asset Management LLC | 2,615 | $248K | 0.0% | N/A | 0.003% | |
3/4/2024 | Richardson Financial Services Inc. | 4,135 | $392K | 0.3% | N/A | 0.004% | |
3/1/2024 | Transcendent Capital Group LLC | 434 | $41K | 0.0% | N/A | 0.000% | |
2/28/2024 | EP Wealth Advisors LLC | 1,078 | $102K | 0.0% | N/A | 0.001% | |
2/27/2024 | Beaird Harris Wealth Management LLC | 500 | $47K | 0.0% | N/A | 0.000% | |
2/23/2024 | Beacon Financial Group | 2,872 | $272K | 0.0% | -56.4% | 0.003% | |
2/22/2024 | Proathlete Wealth Management LLC | 2,371 | $225K | 0.1% | N/A | 0.002% | |
2/21/2024 | Raleigh Capital Management Inc. | 6,741 | $639K | 0.3% | -38.8% | 0.007% | |
2/21/2024 | Novak & Powell Financial Services Inc. | 5,301 | $502K | 0.3% | N/A | 0.005% | |
2/16/2024 | SageView Advisory Group LLC | 220,848 | $20.99M | 0.7% | +39.2% | 0.221% | |
2/15/2024 | Financial Network Wealth Advisors LLC | 3,613 | $342K | 0.4% | N/A | 0.004% | |
2/15/2024 | Forefront Analytics LLC | 24,544 | $2.33M | 1.1% | +677.9% | 0.025% | |
2/14/2024 | Continuum Advisory LLC | 20,882 | $1.98M | 0.3% | -13.7% | 0.021% | |
2/14/2024 | Brown Wealth Management LLC | 19,602 | $1.86M | 0.8% | -10.7% | 0.020% | |
2/14/2024 | Broadview Financial Management LLC | 2,672 | $253K | 0.2% | N/A | 0.003% | |
2/14/2024 | Visionary Wealth Advisors | 41,180 | $3.90M | 0.3% | +1.3% | 0.042% | |
2/14/2024 | Balyasny Asset Management L.P. | 423,065 | $40.08M | 0.1% | -20.2% | 0.427% | |
2/14/2024 | Regal Investment Advisors LLC | 35,237 | $3.34M | 0.3% | -3.0% | 0.036% | |
2/14/2024 | Personal CFO Solutions LLC | 18,979 | $1.80M | 0.3% | -7.1% | 0.019% | |
2/14/2024 | Stonehage Fleming Financial Services Holdings Ltd | 12,937 | $1.23M | 0.1% | -29.1% | 0.013% | |
2/14/2024 | Schroder Investment Management Group | 839,618 | $79.54M | 0.1% | -14.3% | 0.847% | |
2/14/2024 | Azimuth Capital Investment Management LLC | 2,449 | $232K | 0.0% | +6.2% | 0.003% | |
2/14/2024 | Angeles Investment Advisors LLC | 315,500 | $29.89M | 1.8% | N/A | 0.324% | |
2/13/2024 | Envestnet Asset Management Inc. | 3,063,900 | $290.24M | 0.1% | -22.8% | 3.143% | |
2/13/2024 | Stephens Inc. AR | 12,972 | $1.23M | 0.0% | +14.1% | 0.013% | |
2/13/2024 | Joseph Group Capital Management | 1,935 | $183K | 0.1% | +180.8% | 0.002% | |
2/13/2024 | 1832 Asset Management L.P. | 467,640 | $44.30M | 0.1% | -36.2% | 0.480% | |
2/13/2024 | Cetera Advisor Networks LLC | 197,993 | $18.76M | 0.1% | -11.4% | 0.203% | |
2/13/2024 | Rafferty Asset Management LLC | 234,900 | $22.25M | 0.1% | +232.4% | 0.241% | |
2/13/2024 | CIBC Asset Management Inc | 87,981 | $8.33M | 0.0% | N/A | 0.090% | |
2/13/2024 | The Manufacturers Life Insurance Company | 283,361 | $26.84M | 0.0% | +8.2% | 0.291% | |
2/12/2024 | BlueSky Wealth Advisors LLC | 30,302 | $2.87M | 0.5% | +50.5% | 0.031% | |
2/12/2024 | Adams Wealth Management | 5,700 | $540K | 0.2% | N/A | 0.006% | |
2/12/2024 | Capstone Investment Advisors LLC | 166,801 | $15.80M | 0.0% | N/A | 0.171% | |
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Discover how to legally "opt-out" of the digital dollar today.
No matter what they say, it's not something that will help you.
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2/12/2024 | Focus Financial Network Inc. ADV | 3,994 | $378K | 0.0% | N/A | 0.004% | |
2/12/2024 | Stifel Financial Corp | 87,973 | $8.33M | 0.0% | -6.0% | 0.090% | |
2/12/2024 | Chesapeake Capital Corp IL | 34,138 | $3.23M | 2.4% | N/A | 0.035% | |
2/12/2024 | Hsbc Holdings PLC | 448,207 | $42.46M | 0.0% | -21.2% | 0.460% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 10,427 | $988K | 0.1% | +1.2% | 0.011% | |
2/9/2024 | Congress Wealth Management LLC DE | 37,941 | $3.59M | 0.1% | +0.9% | 0.039% | |
2/9/2024 | ProVise Management Group LLC | 19,093 | $1.81M | 0.2% | -1.0% | 0.020% | |
2/9/2024 | SageView Advisory Group LLC | 220,848 | $20.99M | 0.7% | +39.2% | 0.227% | |
2/9/2024 | AXS Investments LLC | 10,000 | $947K | 0.2% | +33.3% | 0.010% | |
2/9/2024 | Commerce Bank | 13,392 | $1.27M | 0.0% | -2.6% | 0.014% | |