7/18/2025 | Vicus Capital | 4,627 | $755K | 0.1% | +2.0% | 0.048% | |
7/18/2025 | Naples Global Advisors LLC | 4,825 | $787K | 0.1% | -4.0% | 0.051% | |
7/18/2025 | Parsons Capital Management Inc. RI | 28,061 | $4.58M | 0.3% | +14.0% | 0.294% | |
7/17/2025 | Presper Financial Architects LLC | 178,719 | $29.15M | 21.7% | N/A | 1.871% | |
7/17/2025 | Janney Montgomery Scott LLC | 20,505 | $3.34M | 0.0% | +54.1% | 0.215% | |
7/16/2025 | John W. Brooker & Co. CPAs | 1,295 | $213K | 0.5% | -87.3% | 0.014% | |
7/16/2025 | Essex Financial Services Inc. | 20,421 | $3.33M | 0.2% | +1.8% | 0.214% | |
7/15/2025 | McAdam LLC | 11,395 | $1.86M | 0.1% | -3.5% | 0.119% | |
7/15/2025 | Sheets Smith Wealth Management | 7,533 | $1.23M | 0.1% | -1.4% | 0.079% | |
7/14/2025 | Sentinel Pension Advisors LLC | 9,173 | $1.50M | 0.3% | +2.0% | 0.096% | |
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7/14/2025 | Clear Harbor Asset Management LLC | 1,612 | $263K | 0.0% | N/A | 0.017% | |
7/11/2025 | Silver Oak Securities Incorporated | 12,136 | $1.98M | 0.2% | N/A | 0.127% | |
7/10/2025 | YHB Investment Advisors Inc. | 1,308 | $213K | 0.0% | N/A | 0.013% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 113,903 | $18.74M | 0.0% | -13.8% | 1.173% | |
7/10/2025 | Sharkey Howes & Javer | 55,409 | $9.04M | 1.2% | +18.6% | 0.571% | |
7/9/2025 | Lbmc Investment Advisors LLC | 12,367 | $2.02M | 0.1% | +0.5% | 0.127% | |
7/3/2025 | First Hawaiian Bank | 54,057 | $8.82M | 1.2% | -22.1% | 0.560% | |
7/2/2025 | Marotta Asset Management | 53,889 | $8.79M | 1.8% | -7.6% | 0.558% | |
7/1/2025 | Harbor Investment Advisory LLC | 11,975 | $1.95M | 0.2% | +4.1% | 0.124% | |
6/4/2025 | First Hawaiian Bank | 69,384 | $10.87M | 0.5% | -21.6% | 0.739% | |
5/21/2025 | McAdam LLC | 11,809 | $1.85M | 0.1% | -2.2% | 0.125% | |
5/21/2025 | Geneos Wealth Management Inc. | 6,775 | $1.06M | 0.0% | -46.6% | 0.072% | |
5/20/2025 | Focus Partners Wealth | 1,918,598 | $300.63M | 0.8% | +1.9% | 20.389% | |
5/16/2025 | Empowered Funds LLC | 1,771 | $275K | 0.0% | N/A | 0.019% | |
5/16/2025 | Tolleson Wealth Management Inc. | 584,558 | $91.60M | 17.7% | -3.9% | 6.212% | |
5/16/2025 | NewEdge Advisors LLC | 33,932 | $5.32M | 0.0% | -4.2% | 0.361% | |
5/16/2025 | Integrated Wealth Concepts LLC | 2,057 | $322K | 0.0% | -7.1% | 0.022% | |
5/16/2025 | AlTi Global Inc. | 36,586 | $5.73M | 0.2% | +1.6% | 0.389% | |
5/15/2025 | EP Wealth Advisors LLC | 4,178 | $655K | 0.0% | N/A | 0.044% | |
5/15/2025 | Royal Bank of Canada | 83,461 | $13.08M | 0.0% | -8.8% | 0.887% | |
5/15/2025 | Palo Alto Wealth Advisors LLC | 2,750 | $435K | 0.2% | -11.3% | 0.029% | |
5/14/2025 | CreativeOne Wealth LLC | 50,859 | $7.97M | 0.2% | -4.4% | 0.540% | |
5/14/2025 | Smartleaf Asset Management LLC | 14,623 | $2.27M | 0.2% | -31.5% | 0.155% | |
5/13/2025 | Raymond James Financial Inc. | 106,320 | $16.66M | 0.0% | -28.0% | 1.130% | |
5/13/2025 | Knuff & Co LLC | 305 | $48K | 0.0% | N/A | 0.003% | |
5/13/2025 | American Money Management LLC | 65,255 | $10.23M | 1.9% | +3.6% | 0.693% | |
5/13/2025 | Elevation Capital Advisory LLC | 28,671 | $4.49M | 2.0% | N/A | 0.305% | |
5/12/2025 | SouthState Corp | 305 | $48K | 0.0% | N/A | 0.003% | |
5/12/2025 | King Luther Capital Management Corp | 5,124 | $803K | 0.0% | -1.5% | 0.054% | |
5/12/2025 | True North Advisors LLC | 2,593 | $406K | 0.1% | N/A | 0.028% | |
Congress Is Talking Crypto. Here’s What It Means for You … (Ad) Congress is deep into “Crypto Week” — with new bills that could finally bring clarity to digital assets.
Crypto analyst Juan Villaverde says Bitcoin will likely keep climbing… but smaller coins could deliver far bigger gains. He’s revealing the altcoins he believes are best positioned for this new regulatory era. See Juan’s top altcoin picks for the new crypto bull cycle |
5/9/2025 | Sfmg LLC | 517,290 | $81.06M | 6.4% | +0.5% | 5.497% | |
5/8/2025 | Collaborative Wealth Managment Inc. | 1,810 | $284K | 0.1% | -30.5% | 0.019% | |
5/8/2025 | NorthRock Partners LLC | 6,221 | $975K | 0.0% | N/A | 0.066% | |
5/8/2025 | Howard Capital Management Inc. | 22,758 | $3.57M | 0.1% | +24.5% | 0.242% | |
5/8/2025 | Geneos Wealth Management Inc. | 14,200 | $2.23M | 0.1% | +12.0% | 0.151% | |
5/7/2025 | LPL Financial LLC | 291,026 | $45.60M | 0.0% | +7.9% | 3.116% | |
5/6/2025 | Cetera Investment Advisers | 8,567 | $1.34M | 0.0% | +15.1% | 0.092% | |
5/6/2025 | AE Wealth Management LLC | 408 | $64K | 0.0% | +750.0% | 0.004% | |
5/5/2025 | IFP Advisors Inc | 1,100 | $172K | 0.0% | -10.2% | 0.012% | |
5/5/2025 | ARQ Wealth Advisors LLC | 33,953 | $5.32M | 2.0% | +16.5% | 0.364% | |
5/5/2025 | Private Advisor Group LLC | 405,312 | $63.51M | 0.4% | +23.0% | 4.340% | |
5/2/2025 | Theory Financial LLC | 20,541 | $3.22M | 1.4% | -3.7% | 0.220% | |
5/2/2025 | Cullen Frost Bankers Inc. | 3,483 | $546K | 0.0% | -22.3% | 0.037% | |
5/2/2025 | Sage Mountain Advisors LLC | 191,233 | $29.96M | 2.2% | -0.1% | 2.047% | |
5/2/2025 | Apollon Financial LLC | 3,885 | $609K | 0.1% | +1.7% | 0.042% | |
5/1/2025 | Hughes Financial Services LLC | 45,417 | $7.11M | 1.4% | -3.5% | 0.486% | |
4/30/2025 | Sharkey Howes & Javer | 46,708 | $7.32M | 1.0% | +4.9% | 0.500% | |
4/30/2025 | Cerity Partners LLC | 23,954 | $3.75M | 0.0% | -6.1% | 0.256% | |
4/30/2025 | John W. Brooker & Co. CPAs | 10,188 | $1.60M | 0.7% | -1.5% | 0.109% | |
4/30/2025 | Stratos Wealth Partners LTD. | 13,936 | $2.18M | 0.0% | +159.4% | 0.149% | |
4/30/2025 | Garrett Wealth Advisory Group LLC | 179,136 | $28.07M | 6.3% | +4.7% | 1.918% | |
4/30/2025 | Brown Financial Advisory | 1,720 | $270K | 0.2% | N/A | 0.018% | |
4/29/2025 | Envestnet Asset Management Inc. | 338,582 | $53.05M | 0.0% | -11.8% | 3.625% | |
4/29/2025 | Strategic Blueprint LLC | 102,212 | $16.02M | 0.9% | +14.3% | 1.094% | |
4/29/2025 | Paul R. Ried Financial Group LLC | 62,300 | $9.76M | 6.8% | +5.4% | 0.667% | |
4/28/2025 | Private Trust Co. NA | 3,680 | $577K | 0.1% | +5.3% | 0.039% | |
4/28/2025 | Great Point Wealth Advisors LLC | 96,974 | $15.20M | 3.3% | -0.9% | 1.038% | |
4/25/2025 | Ameritas Advisory Services LLC | 2,825 | $438K | 0.0% | -92.9% | 0.030% | |
4/25/2025 | Essex Financial Services Inc. | 20,053 | $3.14M | 0.2% | +7.1% | 0.215% | |
4/25/2025 | Goodman Advisory Group LLC | 658 | $103K | 0.0% | -99.0% | 0.007% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 1,113 | $174K | 0.0% | -20.8% | 0.012% | |
4/23/2025 | Golden State Wealth Management LLC | 308 | $48K | 0.0% | +100.0% | 0.003% | |
4/23/2025 | Sheets Smith Wealth Management | 7,637 | $1.20M | 0.1% | -1.2% | 0.082% | |
4/23/2025 | Eagle Strategies LLC | 61,736 | $9.67M | 1.7% | -0.7% | 0.661% | |
4/23/2025 | Valmark Advisers Inc. | 1,427 | $224K | 0.0% | +6.5% | 0.015% | |
4/23/2025 | Continuum Advisory LLC | 77,176 | $12.09M | 1.6% | +1.7% | 0.826% | |
4/22/2025 | Flagship Harbor Advisors LLC | 29,593 | $4.64M | 0.2% | +11.3% | 0.317% | |
4/22/2025 | Integrity Wealth Solutions LLC | 29,296 | $4.59M | 2.5% | -1.5% | 0.314% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 2,977 | $466K | 0.0% | -47.7% | 0.032% | |
4/21/2025 | PUREfi Wealth LLC | 2,835 | $444K | 0.4% | N/A | 0.030% | |
4/18/2025 | Cornerstone Wealth Management LLC | 8,565 | $1.34M | 0.1% | -8.6% | 0.092% | |
4/18/2025 | CENTRAL TRUST Co | 630 | $99K | 0.0% | N/A | 0.007% | |
4/17/2025 | Vicus Capital | 4,536 | $711K | 0.1% | -12.0% | 0.049% | |
4/17/2025 | Janney Montgomery Scott LLC | 13,305 | $2.09M | 0.0% | -41.8% | 0.142% | |
4/17/2025 | Bouvel Investment Partners LLC | 37,019 | $5.83M | 2.4% | +1.3% | 0.396% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 132,070 | $20.69M | 0.0% | +3.1% | 1.414% | |
4/15/2025 | Parsons Capital Management Inc. RI | 24,609 | $3.86M | 0.2% | +12.3% | 0.267% | |
4/14/2025 | Sentinel Pension Advisors LLC | 8,994 | $1.41M | 0.3% | -1.4% | 0.098% | |
4/11/2025 | Princeton Global Asset Management LLC | 11,860 | $1.86M | 0.4% | +8.2% | 0.129% | |
4/10/2025 | Retireful LLC | 157 | $25K | 0.0% | N/A | 0.002% | |
Congress Is Talking Crypto. Here’s What It Means for You … (Ad) Congress is deep into “Crypto Week” — with new bills that could finally bring clarity to digital assets.
Crypto analyst Juan Villaverde says Bitcoin will likely keep climbing… but smaller coins could deliver far bigger gains. He’s revealing the altcoins he believes are best positioned for this new regulatory era. See Juan’s top altcoin picks for the new crypto bull cycle |
4/10/2025 | Naples Global Advisors LLC | 5,025 | $787K | 0.1% | -6.7% | 0.055% | |
4/9/2025 | Harbor Investment Advisory LLC | 11,502 | $1.80M | 0.2% | +2.3% | 0.125% | |
4/9/2025 | NBC Securities Inc. | 3,513 | $550K | 0.0% | +87,725.0% | 0.038% | |
4/3/2025 | First Hawaiian Bank | 69,384 | $10.87M | 0.7% | -21.6% | 0.753% | |
4/2/2025 | Marotta Asset Management | 58,316 | $9.19M | 1.9% | +6.6% | 0.633% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 128,063 | $19.83M | 0.0% | +2.9% | 1.418% | |
3/6/2025 | Wood Tarver Financial Group LLC | 164 | $25K | 0.0% | N/A | 0.002% | |
2/19/2025 | ARQ Wealth Advisors LLC | 29,133 | $4.51M | 1.7% | +11.4% | 0.334% | |
2/18/2025 | Continuum Advisory LLC | 75,889 | $11.75M | 1.5% | +1.3% | 0.869% | |
2/17/2025 | Vista Investment Management | 36,219 | $5.61M | 2.1% | +0.3% | 0.415% | |