5/5/2025 | Private Advisor Group LLC | 63,286 | $1.98M | 0.0% | -28.6% | 0.289% | |
5/2/2025 | Verdence Capital Advisors LLC | 353,590 | $11.07M | 0.8% | +12.4% | 1.615% | |
5/1/2025 | Alaska Permanent Capital Management LLC | 1,488,474 | $46.63M | 3.9% | +119.4% | 6.797% | |
5/1/2025 | Alaska Wealth Advisors | 910,206 | $28.50M | 4.5% | +124.1% | 4.156% | |
4/30/2025 | Twelve Points Wealth Management LLC | 56,284 | $1.76M | 0.5% | +2.6% | 0.257% | |
4/29/2025 | Envestnet Asset Management Inc. | 40,356 | $1.26M | 0.0% | -12.1% | 0.184% | |
4/28/2025 | LFA Lugano Financial Advisors SA | 89,744 | $2.81M | 1.9% | -13.5% | 0.410% | |
4/25/2025 | Insight Inv LLC | 8,228 | $258K | 0.1% | -45.3% | 0.038% | |
4/23/2025 | Perigon Wealth Management LLC | 6,529 | $204K | 0.0% | N/A | 0.030% | |
4/23/2025 | Live Oak Investment Partners | 116,523 | $3.65M | 2.9% | -6.6% | 0.532% | |
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4/23/2025 | HBK Sorce Advisory LLC | 58,483 | $1.83M | 0.1% | -31.2% | 0.267% | |
4/23/2025 | Oppenheimer & Co. Inc. | 13,547 | $424K | 0.0% | -36.8% | 0.062% | |
4/22/2025 | Flagship Harbor Advisors LLC | 19,505 | $611K | 0.0% | +11.3% | 0.089% | |
4/21/2025 | Aspiriant LLC | 206,742 | $6.47M | 0.2% | +12.9% | 0.944% | |
4/18/2025 | Wolf Group Capital Advisors | 99,093 | $3.10M | 1.0% | -17.2% | 0.452% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 23,546 | $737K | 0.0% | -50.1% | 0.108% | |
4/15/2025 | Greenwood Capital Associates LLC | 11,508 | $360K | 0.0% | +67.4% | 0.053% | |
4/15/2025 | CX Institutional | 1,578 | $49K | 0.0% | N/A | 0.007% | |
4/14/2025 | Farther Finance Advisors LLC | 901 | $28K | 0.0% | +281.8% | 0.004% | |
4/14/2025 | Baron Financial Group LLC | 93,398 | $2.92M | 1.8% | +0.5% | 0.426% | |
4/14/2025 | UMB Bank n.a. | 41,238 | $1.29M | 0.0% | -14.6% | 0.188% | |
4/10/2025 | Matrix Trust Co | 34,788 | $1.09M | 0.2% | +39.7% | 0.158% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 47,188 | $1.48M | 0.0% | +114.8% | 0.215% | |
2/27/2025 | Carolinas Wealth Consulting LLC | 2,614 | $84K | 0.0% | N/A | 0.012% | |
2/17/2025 | Snowden Capital Advisors LLC | 28,940 | $929K | 0.0% | -1.1% | 0.160% | |
2/17/2025 | Royal Bank of Canada | 1,153,228 | $36.22M | 0.0% | +4.2% | 6.371% | |
2/17/2025 | Focus Partners Wealth | 851,126 | $26.73M | 0.1% | +1.9% | 4.702% | |
2/17/2025 | Elyxium Wealth LLC | 6,944 | $218K | 0.1% | N/A | 0.038% | |
2/17/2025 | Clark Capital Management Group Inc. | 10,969 | $345K | 0.0% | N/A | 0.061% | |
2/17/2025 | EP Wealth Advisors LLC | 10,762 | $338K | 0.0% | -98.3% | 0.059% | |
2/17/2025 | Citadel Advisors LLC | 25,317 | $795K | 0.0% | +217.6% | 0.140% | |
2/17/2025 | Captrust Financial Advisors | 583,109 | $18.32M | 0.1% | +1.2% | 3.222% | |
2/17/2025 | BNP Paribas Financial Markets | 6,587 | $207K | 0.0% | N/A | 0.036% | |
2/17/2025 | Ameriprise Financial Inc. | 334,697 | $10.51M | 0.0% | +0.5% | 1.849% | |
2/14/2025 | Jane Street Group LLC | 7,823 | $246K | 0.0% | -85.4% | 0.043% | |
2/14/2025 | Comerica Bank | 146,503 | $4.60M | 0.0% | +12.4% | 0.809% | |
2/14/2025 | Coldstream Capital Management Inc. | 13,051 | $410K | 0.0% | -15.0% | 0.072% | |
2/14/2025 | UP Strategic Wealth Investment Advisors LLC | 8,052 | $253K | 0.3% | -24.9% | 0.044% | |
2/14/2025 | Hancock Whitney Corp | 31,353 | $985K | 0.0% | +14.7% | 0.173% | |
2/14/2025 | Stifel Financial Corp | 27,265 | $856K | 0.0% | +168.0% | 0.151% | |
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2/13/2025 | CreativeOne Wealth LLC | 17,512 | $550K | 0.0% | +4.4% | 0.097% | |
2/13/2025 | Rathbones Group PLC | 13,263 | $417K | 0.0% | +7.2% | 0.073% | |
2/13/2025 | Bank of Montreal Can | 17,187 | $540K | 0.0% | -13.8% | 0.095% | |
2/13/2025 | Envestnet Asset Management Inc. | 45,927 | $1.44M | 0.0% | +21.9% | 0.254% | |
2/13/2025 | Wells Fargo & Company MN | 179,599 | $5.64M | 0.0% | +43.0% | 0.992% | |
2/12/2025 | Pitcairn Co. | 2,169,583 | $68.15M | 4.0% | +35.4% | 11.987% | |
2/11/2025 | LPL Financial LLC | 67,508 | $2.12M | 0.0% | +18.1% | 0.373% | |
2/10/2025 | Commonwealth Equity Services LLC | 27,976 | $879K | 0.0% | +65.3% | 0.155% | |
2/10/2025 | HBK Sorce Advisory LLC | 84,966 | $2.67M | 0.1% | -2.4% | 0.469% | |
2/10/2025 | LFA Lugano Financial Advisors SA | 103,701 | $3.26M | 2.1% | -6.3% | 0.573% | |
2/7/2025 | HighTower Advisors LLC | 11,887 | $373K | 0.0% | -5.6% | 0.066% | |
2/7/2025 | Moors & Cabot Inc. | 8,794 | $276K | 0.0% | +15.6% | 0.049% | |
2/7/2025 | Endowment Wealth Management Inc. | 212,297 | $6.67M | 4.5% | +3.0% | 1.173% | |
2/6/2025 | Verdence Capital Advisors LLC | 314,633 | $9.88M | 0.8% | +7.5% | 1.738% | |
2/6/2025 | Patten Group Inc. | 9,711 | $305K | 0.1% | +28.8% | 0.054% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 3,198 | $100K | 0.0% | +204.9% | 0.018% | |
2/5/2025 | Oppenheimer & Co. Inc. | 21,425 | $673K | 0.0% | +12.1% | 0.118% | |
2/5/2025 | New York Life Investment Management LLC | 9,308 | $292K | 0.0% | +40.2% | 0.051% | |
2/3/2025 | Private Advisor Group LLC | 88,605 | $2.78M | 0.0% | -5.5% | 0.490% | |
1/29/2025 | Alaska Wealth Advisors | 406,088 | $12.76M | 2.0% | -1.1% | 2.244% | |
1/29/2025 | Alaska Permanent Capital Management | 678,343 | $21.33M | 1.8% | +3.8% | 3.748% | |
1/27/2025 | Greenwood Capital Associates LLC | 6,875 | $216K | 0.0% | -20.4% | 0.038% | |
1/23/2025 | Strategic Advocates LLC | 29,594 | $930K | 0.3% | -4.1% | 0.164% | |
1/23/2025 | Twelve Points Wealth Management LLC | 54,842 | $1.72M | 0.5% | -4.3% | 0.303% | |
1/21/2025 | Baron Financial Group LLC | 92,968 | $2.92M | 1.8% | +1.4% | 0.514% | |
1/21/2025 | Flagship Harbor Advisors LLC | 17,521 | $550K | 0.0% | N/A | 0.097% | |
1/21/2025 | Insight Inv LLC | 15,053 | $483K | 0.3% | N/A | 0.083% | |
1/16/2025 | Aspiriant LLC | 183,058 | $5.75M | 0.2% | -5.9% | 1.011% | |
1/15/2025 | BTS Asset Management Inc. | 15,775 | $495K | 0.5% | -23.4% | 0.087% | |
1/15/2025 | Empirical Asset Management LLC | 37,182 | $1.17M | 0.0% | -5.1% | 0.205% | |
1/13/2025 | Cooper Financial Group | 41,315 | $1.30M | 0.2% | -1.5% | 0.228% | |
1/13/2025 | Matrix Trust Co | 24,897 | $782K | 0.1% | +613.6% | 0.138% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 22,596 | $725K | 0.0% | +2.9% | 0.125% | |
11/18/2024 | Coldstream Capital Management Inc. | 15,360 | $493K | 0.0% | -4.7% | 0.085% | |
11/15/2024 | EP Wealth Advisors LLC | 627,520 | $20.13M | 0.2% | -17.3% | 3.467% | |
11/15/2024 | Jane Street Group LLC | 53,586 | $1.72M | 0.0% | +58.1% | 0.296% | |
11/15/2024 | HighTower Advisors LLC | 12,587 | $402K | 0.0% | -30.3% | 0.070% | |
11/14/2024 | Captrust Financial Advisors | 576,385 | $18.49M | 0.1% | +2.6% | 3.184% | |
11/14/2024 | CreativeOne Wealth LLC | 16,771 | $538K | 0.0% | +8.2% | 0.093% | |
11/13/2024 | Freedom Investment Management Inc. | 6,682 | $214K | 0.0% | -26.1% | 0.037% | |
11/13/2024 | Hancock Whitney Corp | 27,333 | $877K | 0.0% | +145.2% | 0.151% | |
11/12/2024 | Pitcairn Co. | 1,602,027 | $51.39M | 3.0% | +46.9% | 8.851% | |
11/12/2024 | Raymond James Trust N.A. | 7,904 | $254K | 0.0% | N/A | 0.044% | |
11/8/2024 | Darwin Wealth Management LLC | 197,593 | $6.34M | 1.7% | -10.3% | 1.092% | |
11/6/2024 | Endowment Wealth Management Inc. | 206,175 | $6.61M | 4.3% | +2.6% | 1.139% | |
11/6/2024 | Oppenheimer & Co. Inc. | 19,116 | $613K | 0.0% | +12.9% | 0.106% | |
11/4/2024 | Alaska Permanent Capital Management | 653,523 | $20.95M | 1.7% | +1.1% | 3.611% | |
11/4/2024 | Alaska Wealth Advisors | 410,494 | $13.17M | 2.0% | -36.6% | 2.268% | |
11/1/2024 | Verdence Capital Advisors LLC | 292,667 | $9.39M | 0.7% | +2.8% | 1.617% | |
11/1/2024 | Aspire Wealth Management Corp | 2,108 | $68K | 0.0% | -23.7% | 0.012% | |
The Trump Dump is starting; Get out of stocks now? (Ad) The first 365 days of the Trump presidency…
Will be the best time to get rich in American history. If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a |
10/30/2024 | Greenwood Capital Associates LLC | 8,632 | $277K | 0.0% | +3.9% | 0.048% | |
10/28/2024 | US Bancorp DE | 2,778 | $89K | 0.0% | N/A | 0.015% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 21,967 | $705K | 0.0% | -4.4% | 0.121% | |
10/23/2024 | BTS Asset Management Inc. | 20,593 | $661K | 0.6% | N/A | 0.114% | |
10/22/2024 | International Assets Investment Management LLC | 43,663 | $1.36M | 0.0% | +3,108.2% | 0.241% | |
10/22/2024 | Private Advisor Group LLC | 93,721 | $3.01M | 0.0% | -11.6% | 0.518% | |
10/18/2024 | Baron Financial Group LLC | 91,693 | $2.94M | 1.8% | -2.5% | 0.507% | |
10/17/2024 | Aspiriant LLC | 194,532 | $6.24M | 0.2% | +1.1% | 1.075% | |
10/16/2024 | Twelve Points Wealth Management LLC | 57,321 | $1.84M | 0.6% | +5.4% | 0.317% | |
10/11/2024 | Empirical Asset Management LLC | 39,189 | $1.26M | 0.2% | -19.5% | 0.217% | |