5/2/2025 | Sachetta LLC | 16,648 | $329K | 0.1% | -5.0% | 0.001% | |
5/2/2025 | Armor Investment Advisors LLC | 679,020 | $13.43M | 5.6% | +5.4% | 0.031% | |
5/2/2025 | Burling Wealth Partners LLC | 17,271 | $342K | 0.1% | -2.9% | 0.001% | |
5/2/2025 | Forum Financial Management LP | 42,049 | $832K | 0.0% | +7.8% | 0.002% | |
5/2/2025 | Kingsview Wealth Management LLC | 83,984 | $1.66M | 0.0% | -1.3% | 0.004% | |
5/2/2025 | Bailard Inc. | 371,823 | $7.36M | 0.2% | +23.3% | 0.017% | |
5/2/2025 | Allen Capital Group LLC | 183,193 | $3.62M | 0.4% | +5.6% | 0.008% | |
5/2/2025 | BIP Alliance LLC | 85,225 | $1.69M | 0.7% | -2.9% | 0.004% | |
5/2/2025 | Stevens Capital Partners | 11,685 | $231K | 0.1% | -42.5% | 0.001% | |
5/2/2025 | James Investment Research Inc. | 37,413 | $740K | 0.1% | N/A | 0.002% | |
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5/2/2025 | DecisionPoint Financial LLC | 2,719 | $54K | 0.0% | N/A | 0.000% | |
5/2/2025 | Segall Bryant & Hamill LLC | 1,340,312 | $26.51M | 0.4% | -13.1% | 0.061% | |
5/2/2025 | Capital A Wealth Management LLC | 15,821 | $313K | 0.3% | -79.3% | 0.001% | |
5/2/2025 | BIP Wealth LLC | 17,676 | $350K | 0.0% | +3.3% | 0.001% | |
5/2/2025 | Bridgewater Advisors Inc. | 28,351 | $584K | 0.1% | -38.6% | 0.001% | |
5/2/2025 | Grant Street Asset Management Inc. | 199,998 | $3.96M | 1.0% | -13.6% | 0.009% | |
5/2/2025 | Larson Financial Group LLC | 49,900 | $987K | 0.0% | -18.7% | 0.002% | |
5/2/2025 | Wealthfront Advisers LLC | 104,770,919 | $2.07B | 5.9% | -2.4% | 4.806% | |
5/2/2025 | Fortress Wealth Management Inc. | 55,393 | $1.10M | 0.6% | -1.8% | 0.003% | |
5/2/2025 | Pinkerton Retirement Specialists LLC | 1,277,623 | $25.27M | 3.3% | +2.1% | 0.059% | |
5/2/2025 | Firestone Capital Management | 314,631 | $6.22M | 1.6% | -0.9% | 0.014% | |
5/2/2025 | Dakota Wealth Management | 131,767 | $2.61M | 0.1% | -16.6% | 0.006% | |
5/2/2025 | LJI Wealth Management LLC | 12,660 | $250K | 0.0% | +8.2% | 0.001% | |
5/2/2025 | Apollon Wealth Management LLC | 132,817 | $2.63M | 0.1% | -1.6% | 0.006% | |
5/2/2025 | Arcadia Investment Advisors LLC | 100,338 | $1.99M | 1.1% | -2.4% | 0.005% | |
5/2/2025 | Bogart Wealth LLC | 323,770 | $6.40M | 0.3% | -35.7% | 0.015% | |
5/2/2025 | Sigma Planning Corp | 50,752 | $1.00M | 0.0% | +13.8% | 0.002% | |
5/2/2025 | Catalyst Financial Partners LLC | 18,635 | $369K | 0.1% | N/A | 0.001% | |
5/2/2025 | Signaturefd LLC | 172,632 | $3.42M | 0.1% | -3.7% | 0.008% | |
5/1/2025 | Gould Asset Management LLC CA | 48,615 | $962K | 0.2% | -5.9% | 0.002% | |
5/1/2025 | Bleakley Financial Group LLC | 166,219 | $3.29M | 0.1% | +42.3% | 0.008% | |
5/1/2025 | MTM Investment Management LLC | 2,192 | $44K | 0.0% | N/A | 0.000% | |
5/1/2025 | Kerntke Otto McGlone Wealth Management Group | 136,358 | $2.70M | 2.4% | N/A | 0.006% | |
5/1/2025 | Asset Dedication LLC | 62,010 | $1.23M | 0.1% | -7.4% | 0.003% | |
5/1/2025 | Woodside Wealth Management LLC | 8,180 | $162K | 0.2% | N/A | 0.000% | |
5/1/2025 | CWM LLC | 3,002,553 | $59.39M | 0.2% | +32.0% | 0.138% | |
5/1/2025 | Pittenger & Anderson Inc. | 1,796,169 | $35.53M | 1.3% | +1.6% | 0.082% | |
5/1/2025 | Alaska Wealth Advisors | 58,307 | $1.15M | 0.2% | -1.4% | 0.003% | |
5/1/2025 | TruNorth Capital Management LLC | 1,835,854 | $36.31M | 9.0% | +6.4% | 0.084% | |
5/1/2025 | Westmount Partners LLC | 60,118 | $1.19M | 0.4% | +270.0% | 0.003% | |
Donald Trump is about to free crypto from its chains … (Ad) Sure enough, Bitcoin took off on the exact day Juan said it would.
It's up more than 40% since the election … surpassing $100,000 on Dec. 8 .…
Now Juan believes it could hit $150,000 … or higher in 2025. There's another coin he thinks could do even better. |
5/1/2025 | Curtis Advisory Group LLC | 183,867 | $3.64M | 1.1% | -1.3% | 0.008% | |
5/1/2025 | Northwest Capital Management Inc | 760,591 | $15.04M | 6.2% | +224.6% | 0.035% | |
5/1/2025 | Kathmere Capital Management LLC | 411,823 | $8.15M | 0.7% | +4.4% | 0.019% | |
5/1/2025 | Ballentine Partners LLC | 46,254 | $915K | 0.0% | +2.8% | 0.002% | |
5/1/2025 | Family Firm Inc. | 13,760 | $272K | 0.1% | -8.6% | 0.001% | |
5/1/2025 | Riversedge Advisors LLC | 1,123,658 | $22.23M | 5.0% | -0.6% | 0.052% | |
5/1/2025 | American Financial Advisors LLC | 139,406 | $2.76M | 0.4% | -1.7% | 0.006% | |
5/1/2025 | Omega Financial Group LLC | 107,762 | $2.13M | 0.8% | -12.5% | 0.005% | |
5/1/2025 | Blue Square Asset Management LLC | 359,037 | $7.10M | 3.8% | +3.0% | 0.016% | |
5/1/2025 | Fifth Third Securities Inc. | 64,699 | $1.28M | 0.1% | -2.4% | 0.003% | |
5/1/2025 | Marshall Financial Group Inc. ADV | 656,010 | $12.98M | 4.1% | -2.5% | 0.030% | |
5/1/2025 | SteelPeak Wealth LLC | 60,837 | $1.20M | 0.0% | -75.4% | 0.003% | |
5/1/2025 | Diversify Wealth Management LLC | 161,846 | $3.33M | 0.2% | -13.6% | 0.007% | |
5/1/2025 | Country Club Bank | 104,365 | $2.08M | 0.1% | -1.7% | 0.005% | |
4/30/2025 | Cerity Partners LLC | 6,633,518 | $131.21M | 0.3% | +3.1% | 0.304% | |
4/30/2025 | Phillips Financial Management LLC | 5,362 | $106K | 0.0% | +17.9% | 0.000% | |
4/30/2025 | Vision Capital Management Inc. | 458,470 | $9.07M | 1.3% | -2.3% | 0.021% | |
4/30/2025 | Code Waechter LLC | 72,462 | $1.43M | 1.2% | +3.4% | 0.003% | |
4/30/2025 | Allworth Financial LP | 371,792 | $7.56M | 0.0% | +3.4% | 0.017% | |
4/30/2025 | Pineridge Advisors LLC | 34,346 | $679K | 0.3% | -6.6% | 0.002% | |
4/30/2025 | Index Fund Advisors Inc. | 10,767 | $213K | 0.0% | -7.9% | 0.000% | |
4/30/2025 | Leavell Investment Management Inc. | 1,097,523 | $21.71M | 1.1% | -1.0% | 0.050% | |
4/30/2025 | Axxcess Wealth Management LLC | 145,492 | $2.88M | 0.1% | N/A | 0.007% | |
4/30/2025 | Rehmann Capital Advisory Group | 33,221 | $657K | 0.0% | -2.0% | 0.002% | |
4/30/2025 | Peterson Wealth Advisors LLC | 15,644 | $309K | 0.1% | N/A | 0.001% | |
4/30/2025 | Opus Capital Group LLC | 2,580,972 | $51.05M | 6.6% | +0.6% | 0.118% | |
4/30/2025 | Valeo Financial Advisors LLC | 67,678 | $1.34M | 0.0% | +4.9% | 0.003% | |
4/30/2025 | Stratos Wealth Partners LTD. | 20,278 | $401K | 0.0% | -2.9% | 0.001% | |
4/30/2025 | 49 Wealth Management LLC | 14,922 | $295K | 0.0% | N/A | 0.001% | |
4/30/2025 | Stratos Wealth Advisors LLC | 368,887 | $7.30M | 0.4% | -2.3% | 0.017% | |
4/30/2025 | Stratos Investment Management LLC | 10,248 | $203K | 0.0% | -31.2% | 0.000% | |
4/30/2025 | Blackhawk Capital Partners LLC. | 60,683 | $1.20M | 0.6% | +1.6% | 0.003% | |
4/30/2025 | Black Diamond Financial LLC | 855,964 | $16.93M | 2.5% | +2.4% | 0.039% | |
4/30/2025 | Sigma Investment Counselors Inc. | 32,285 | $639K | 0.0% | -40.8% | 0.001% | |
4/30/2025 | Brown Advisory Inc. | 65,424 | $1.29M | 0.0% | +31.7% | 0.003% | |
4/30/2025 | Bank Hapoalim BM | 422,900 | $8.37M | 1.2% | +2.6% | 0.019% | |
4/30/2025 | Harbour Investment Management LLC | 36,516 | $722K | 0.3% | +2.7% | 0.002% | |
4/30/2025 | Interchange Capital Partners LLC | 15,784 | $312K | 0.1% | -33.9% | 0.001% | |
4/29/2025 | Fairway Wealth LLC | 4,147 | $82K | 0.0% | N/A | 0.000% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 13,411 | $265K | 0.0% | -32.8% | 0.001% | |
4/29/2025 | Sightline Wealth Advisors LLC | 541,157 | $10.70M | 5.6% | +1.2% | 0.025% | |
4/29/2025 | Brass Tax Wealth Management Inc. | 27,419 | $542K | 0.1% | +10.6% | 0.001% | |
4/29/2025 | Wood Tarver Financial Group LLC | 10,466 | $207K | 0.1% | -11.7% | 0.000% | |
4/29/2025 | Callan Capital LLC | 3,901,803 | $77.18M | 5.7% | -0.1% | 0.179% | |
4/29/2025 | Capital Advisors Inc. OK | 2,252,428 | $44.55M | 0.9% | +18.8% | 0.103% | |
4/29/2025 | Envestnet Asset Management Inc. | 12,684,697 | $250.90M | 0.1% | -6.1% | 0.582% | |
4/29/2025 | Fund Evaluation Group LLC | 4,013,865 | $79.39M | 3.4% | +76.6% | 0.184% | |
4/29/2025 | Hexagon Capital Partners LLC | 9,190 | $182K | 0.0% | +5.9% | 0.000% | |
4/29/2025 | Chilton Capital Management LLC | 309,398 | $6.12M | 0.3% | -0.4% | 0.014% | |
4/29/2025 | Bush Investment Group LLC | 850,615 | $16.83M | 12.7% | +1.9% | 0.039% | |
Donald Trump is about to free crypto from its chains … (Ad) Sure enough, Bitcoin took off on the exact day Juan said it would.
It's up more than 40% since the election … surpassing $100,000 on Dec. 8 .…
Now Juan believes it could hit $150,000 … or higher in 2025. There's another coin he thinks could do even better. |
4/29/2025 | Pure Portfolios Holdings LLC | 1,104,722 | $21.85M | 8.0% | -1.1% | 0.051% | |
4/29/2025 | Cloud Capital Management LLC | 7,311 | $144K | 0.1% | N/A | 0.000% | |
4/29/2025 | Meridian Investment Counsel Inc. | 97,994 | $1.94M | 0.6% | N/A | 0.004% | |
4/29/2025 | Capital Planning LLC | 25,666 | $508K | 0.1% | N/A | 0.001% | |
4/29/2025 | Proffitt & Goodson Inc. | 25,236 | $499K | 0.1% | +23.8% | 0.001% | |
4/29/2025 | REDW Wealth LLC | 21,014 | $416K | 0.2% | -30.8% | 0.001% | |
4/29/2025 | Concurrent Investment Advisors LLC | 61,949 | $1.23M | 0.0% | +23.9% | 0.003% | |
4/29/2025 | Fairway Financial LLC | 444,131 | $8.79M | 8.0% | +4.0% | 0.020% | |
4/29/2025 | Bank of New York Mellon Corp | 318,868 | $6.31M | 0.0% | +20.0% | 0.015% | |
4/29/2025 | Brickley Wealth Management | 72,649 | $1.44M | 0.3% | +2.2% | 0.003% | |