| 7/25/2025 | Sequoia Financial Advisors LLC | 2,838 | $272K | 0.0% | -56.8% | 0.030% | |
| 7/25/2025 | MGO One Seven LLC | 33,667 | $3.23M | 0.1% | +39.6% | 0.354% | |
| 7/25/2025 | CWM LLC | 867,095 | $83.09M | 0.3% | -10.3% | 9.108% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 5,423 | $520K | 0.0% | +34.8% | 0.057% | |
| 7/24/2025 | Fourpath Capital Management LLC | 3,555 | $341K | 0.1% | +60.2% | 0.037% | |
| 7/24/2025 | CarsonAllaria Wealth Management Ltd. | 50,293 | $4.82M | 2.6% | +3.0% | 0.528% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 26,607 | $2.55M | 0.2% | -6.5% | 0.279% | |
| 7/22/2025 | Valley National Advisers Inc. | 47,877 | $4.59M | 0.7% | +2.9% | 0.503% | |
| 7/22/2025 | DAVENPORT & Co LLC | 8,164 | $782K | 0.0% | +119.8% | 0.086% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 8,736 | $837K | 0.0% | +12.7% | 0.092% | |
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| 7/21/2025 | AIFG Consultants Ltd. | 41,805 | $4.01M | 7.8% | +2.1% | 0.439% | |
| 7/21/2025 | Ameriflex Group Inc. | 5,395 | $516K | 0.3% | +10.1% | 0.057% | |
| 7/18/2025 | Astor Investment Management LLC | 185,159 | $17.74M | 9.6% | +150.6% | 1.945% | |
| 7/17/2025 | Halbert Hargrove Global Advisors LLC | 5,788 | $555K | 0.0% | -7.0% | 0.061% | |
| 7/17/2025 | Raleigh Capital Management Inc. | 3,774 | $362K | 0.2% | +139.8% | 0.040% | |
| 7/17/2025 | Sage Rhino Capital LLC | 25,772 | $2.47M | 0.5% | -10.3% | 0.271% | |
| 7/16/2025 | Lloyd Advisory Services LLC. | 3,289 | $315K | 0.2% | N/A | 0.035% | |
| 7/16/2025 | BankPlus Wealth Management LLC | 9,011 | $863K | 0.6% | +5.7% | 0.095% | |
| 7/16/2025 | Essex Financial Services Inc. | 44,380 | $4.25M | 0.3% | +1.4% | 0.466% | |
| 7/15/2025 | Charter Capital Management LLC DE | 8,192 | $785K | 0.5% | N/A | 0.086% | |
| 7/15/2025 | Kelly Financial Group LLC | 249,893 | $23.95M | 3.8% | +0.6% | 2.625% | |
| 7/14/2025 | Legacy Capital Group California Inc. | 47,302 | $4.53M | 1.3% | +174.3% | 0.489% | |
| 7/11/2025 | Skyline Advisors Inc. | 3,201 | $307K | 0.1% | -10.4% | 0.033% | |
| 7/11/2025 | Farther Finance Advisors LLC | 16,850 | $1.62M | 0.0% | +41.4% | 0.174% | |
| 7/11/2025 | Diversified Trust Co | 3,266 | $313K | 0.0% | +3.8% | 0.034% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 209,141 | $19.93M | 0.0% | -1.7% | 2.161% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 98,192 | $9.41M | 0.3% | +1.0% | 1.014% | |
| 7/9/2025 | Procyon Advisors LLC | 3,270 | $313K | 0.0% | -60.9% | 0.034% | |
| 7/8/2025 | First National Corp MA ADV | 93,703 | $8.98M | 1.8% | +5.6% | 0.966% | |
| 7/7/2025 | O Connor Financial Group LLC | 215,648 | $20.55M | 9.1% | +4.2% | 2.223% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 1,856 | $178K | 0.0% | +10.0% | 0.021% | |
| 5/19/2025 | Jane Street Group LLC | 49,652 | $4.77M | 0.0% | +730.2% | 0.557% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 24,478 | $2.35M | 0.0% | -78.5% | 0.274% | |
| 5/16/2025 | Curi RMB Capital LLC | 3,394 | $326K | 0.0% | +31.9% | 0.038% | |
| 5/15/2025 | Royal Bank of Canada | 107,558 | $10.32M | 0.0% | -0.9% | 1.206% | |
| 5/15/2025 | TD Capital Management LLC | 428,021 | $41.08M | 4.2% | +2.3% | 4.798% | |
| 5/14/2025 | CreativeOne Wealth LLC | 17,354 | $1.67M | 0.0% | +26.5% | 0.195% | |
| 5/14/2025 | Kestra Advisory Services LLC | 15,852 | $1.52M | 0.0% | +17.4% | 0.178% | |
| 5/14/2025 | Barnes Wealth Management Group Inc | 26,701 | $2.56M | 1.6% | +7.3% | 0.299% | |
| 5/14/2025 | CW Advisors LLC | 10,558 | $1.01M | 0.0% | N/A | 0.118% | |
Altucher: Turn $900 into $108,000 in just 12 months? (Ad) Bitcoin is breaking out — and one state just created a Strategic Crypto Reserve.
James Altucher says this marks the beginning of “Trump’s Great Gain,” a new crypto bull phase driven by emerging federal policies. He believes certain altcoins could turn $900 into $108,000 — and reveals everything in a new presentation. See Altucher’s Great Gain gameplan here |
| 5/14/2025 | Flow Traders U.S. LLC | 11,875 | $1.14M | 0.0% | N/A | 0.133% | |
| 5/14/2025 | Accredited Wealth Management LLC | 4,718 | $453K | 0.4% | +6.5% | 0.053% | |
| 5/13/2025 | Watts Gwilliam & Co. LLC | 2,669 | $256K | 0.1% | -9.0% | 0.030% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 20,289 | $1.95M | 0.0% | +786.8% | 0.227% | |
| 5/13/2025 | HighTower Advisors LLC | 127,166 | $12.21M | 0.0% | -43.2% | 1.426% | |
| 5/12/2025 | Astor Investment Management LLC | 73,899 | $7.09M | 3.8% | N/A | 0.828% | |
| 5/12/2025 | WBH Advisory Inc. | 3,158 | $303K | 0.0% | -16.1% | 0.035% | |
| 5/9/2025 | Legacy Capital Group California Inc. | 17,242 | $1.66M | 0.6% | N/A | 0.193% | |
| 5/9/2025 | Cedar Wealth Management LLC | 2,370 | $227K | 0.1% | -21.8% | 0.027% | |
| 5/8/2025 | Howland Capital Management LLC | 77,040 | $7.39M | 0.3% | -1.2% | 0.864% | |
| 5/8/2025 | MGO One Seven LLC | 24,109 | $2.31M | 0.1% | -8.1% | 0.270% | |
| 5/7/2025 | Patten & Patten Inc. TN | 21,651 | $2.08M | 0.1% | -6.8% | 0.243% | |
| 5/7/2025 | Nottingham Advisors Inc. | 2,557 | $245K | 0.0% | -27.3% | 0.029% | |
| 5/7/2025 | LPL Financial LLC | 378,586 | $36.34M | 0.0% | +47.1% | 4.244% | |
| 5/7/2025 | Keyvantage Wealth LLC | 8,226 | $790K | 0.4% | -70.2% | 0.092% | |
| 5/6/2025 | Assetmark Inc. | 927 | $89K | 0.0% | +25.3% | 0.010% | |
| 5/6/2025 | Cetera Investment Advisers | 14,105 | $1.35M | 0.0% | +21.3% | 0.158% | |
| 5/6/2025 | AE Wealth Management LLC | 8,578 | $823K | 0.0% | +47.8% | 0.096% | |
| 5/6/2025 | Proficio Capital Partners LLC | 4,370 | $419K | 0.0% | -49.0% | 0.049% | |
| 5/6/2025 | Advocacy Wealth Management Services LLC | 409,688 | $39.32M | 2.7% | -50.0% | 4.593% | |
| 5/6/2025 | PFG Advisors | 25,625 | $2.46M | 0.1% | +5.4% | 0.287% | |
| 5/5/2025 | Treasure Coast Financial Planning | 40,688 | $3.91M | 2.4% | -0.6% | 0.456% | |
| 5/5/2025 | IFP Advisors Inc | 31,187 | $2.99M | 0.1% | +2.1% | 0.350% | |
| 5/5/2025 | OneAscent Financial Services LLC | 4,518 | $434K | 0.0% | -51.7% | 0.051% | |
| 5/5/2025 | Beckerman Institutional LLC | 63,841 | $6.13M | 4.4% | +3.8% | 0.716% | |
| 5/2/2025 | Legacy Capital Wealth Partners LLC | 14,003 | $1.34M | 0.3% | +46.8% | 0.156% | |
| 5/2/2025 | PAX Financial Group LLC | 24,500 | $2.35M | 0.4% | +1.2% | 0.272% | |
| 5/1/2025 | CWM LLC | 966,930 | $92.80M | 0.4% | +1.9% | 10.744% | |
| 5/1/2025 | Greatmark Investment Partners Inc. | 19,317 | $1.85M | 0.3% | -15.9% | 0.215% | |
| 5/1/2025 | Stephens Inc. AR | 6,277 | $602K | 0.0% | +2.5% | 0.070% | |
| 5/1/2025 | SkyOak Wealth LLC | 42,510 | $4.08M | 0.9% | +13.9% | 0.472% | |
| 5/1/2025 | Sage Rhino Capital LLC | 28,731 | $2.76M | 0.6% | +0.8% | 0.319% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 965 | $93K | 0.0% | N/A | 0.011% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 2,584 | $248K | 0.0% | N/A | 0.029% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 5,927 | $569K | 0.0% | +76.5% | 0.066% | |
| 4/30/2025 | 49 Wealth Management LLC | 20,838 | $2M | 0.2% | -39.2% | 0.232% | |
| 4/30/2025 | Brown Advisory Inc. | 39,427 | $3.78M | 0.0% | +16.0% | 0.438% | |
| 4/29/2025 | Raleigh Capital Management Inc. | 1,574 | $151K | 0.1% | N/A | 0.017% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 110,886 | $10.64M | 0.0% | +171.4% | 1.232% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 4,023 | $386K | 0.0% | N/A | 0.045% | |
| 4/29/2025 | Bank of New York Mellon Corp | 2,411 | $231K | 0.0% | N/A | 0.027% | |
| 4/29/2025 | Morris Financial Concepts Inc. | 260 | $25K | 0.0% | N/A | 0.003% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 147,057 | $14.11M | 0.2% | -6.3% | 1.634% | |
| 4/29/2025 | Aviance Capital Partners LLC | 9,073 | $871K | 0.1% | +51.1% | 0.101% | |
| 4/28/2025 | CarsonAllaria Wealth Management Ltd. | 48,823 | $4.69M | 2.7% | +6.7% | 0.542% | |
| 4/28/2025 | DAVENPORT & Co LLC | 3,715 | $357K | 0.0% | +68.4% | 0.041% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 28,447 | $2.73M | 0.3% | -6.3% | 0.316% | |
| 4/25/2025 | Valley National Advisers Inc. | 46,527 | $4.46M | 0.8% | +8.6% | 0.517% | |
| 4/25/2025 | BankPlus Wealth Management LLC | 8,527 | $818K | 0.6% | +2.6% | 0.095% | |
| 4/25/2025 | Essex Financial Services Inc. | 43,755 | $4.20M | 0.3% | +30.3% | 0.486% | |
Altucher: Turn $900 into $108,000 in just 12 months? (Ad) Bitcoin is breaking out — and one state just created a Strategic Crypto Reserve.
James Altucher says this marks the beginning of “Trump’s Great Gain,” a new crypto bull phase driven by emerging federal policies. He believes certain altcoins could turn $900 into $108,000 — and reveals everything in a new presentation. See Altucher’s Great Gain gameplan here |
| 4/24/2025 | Smart Portfolios LLC | 8,258 | $793K | 0.9% | -4.2% | 0.092% | |
| 4/24/2025 | Family Investment Center Inc. | 14,329 | $1.38M | 0.3% | +5.4% | 0.159% | |
| 4/23/2025 | Win Advisors Inc. | 9,093 | $873K | 0.4% | N/A | 0.101% | |
| 4/23/2025 | AIFG Consultants Ltd. | 40,929 | $3.93M | 6.5% | -3.8% | 0.455% | |
| 4/18/2025 | Halbert Hargrove Global Advisors LLC | 6,223 | $597K | 0.0% | +2.0% | 0.069% | |
| 4/17/2025 | Access Financial Services Inc. | 124,232 | $11.92M | 4.8% | +15.1% | 1.380% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 97,199 | $9.33M | 0.3% | +1.3% | 1.080% | |
| 4/17/2025 | American Institute for Advanced Investment Management LLP | 4,423 | $425K | 0.3% | +11.3% | 0.049% | |
| 4/16/2025 | Opal Wealth Advisors LLC | 324 | $31K | 0.0% | N/A | 0.004% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 212,722 | $20.42M | 0.0% | +17.2% | 2.364% | |
