5/16/2025 | Jones Financial Companies Lllp | 22,387 | $524K | 0.0% | -54.1% | 0.007% | |
5/16/2025 | NewEdge Advisors LLC | 322,580 | $7.56M | 0.0% | +10.4% | 0.097% | |
5/16/2025 | Integrated Wealth Concepts LLC | 11,115 | $260K | 0.0% | +7.2% | 0.003% | |
5/14/2025 | WCG Wealth Advisors LLC | 57,045 | $1.34M | 0.1% | +12.7% | 0.017% | |
5/14/2025 | SVB Wealth LLC | 13,245 | $310K | 0.0% | +6.4% | 0.004% | |
5/14/2025 | Ameriprise Financial Inc. | 8,186,133 | $191.70M | 0.1% | +24.1% | 2.461% | |
5/14/2025 | Flow Traders U.S. LLC | 45,220 | $1.06M | 0.0% | N/A | 0.014% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 84,857 | $1.99M | 0.2% | N/A | 0.026% | |
5/13/2025 | Horizon Investments LLC | 299,736 | $7.02M | 0.2% | +2.3% | 0.090% | |
5/12/2025 | Kohmann Bosshard Financial Services LLC | 897,362 | $21.03M | 2.5% | +3.7% | 0.270% | |
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5/9/2025 | iA Global Asset Management Inc. | 995,570 | $23.32M | 0.4% | +81.0% | 0.299% | |
5/9/2025 | Cary Street Partners Financial LLC | 100,649 | $2.36M | 0.1% | +16.6% | 0.030% | |
5/8/2025 | Hurlow Wealth Management Group Inc. | 162,919 | $3.82M | 1.2% | +6.9% | 0.049% | |
5/8/2025 | Foster & Motley Inc. | 55,921 | $1.31M | 0.1% | +1.8% | 0.017% | |
5/8/2025 | FSB Premier Wealth Management Inc. | 12,684 | $297K | 0.1% | -34.1% | 0.004% | |
5/8/2025 | Arkadios Wealth Advisors | 68,769 | $1.61M | 0.1% | +101.0% | 0.021% | |
5/7/2025 | Vantage Financial Partners LLC | 17,084 | $400K | 0.1% | -24.3% | 0.005% | |
5/7/2025 | Municipal Employees Retirement System of Michigan | 5,954,325 | $139.45M | 1.8% | +362.5% | 1.790% | |
5/7/2025 | BlueStem Wealth Partners LLC | 14,924 | $350K | 0.0% | -97.2% | 0.004% | |
5/6/2025 | Winthrop Capital Management LLC | 293,567 | $6.88M | 1.9% | +3.8% | 0.088% | |
5/6/2025 | City National Bank of Florida MSD | 46,508 | $1.09M | 1.0% | -37.3% | 0.014% | |
5/6/2025 | Madison Asset Management LLC | 944,127 | $22.11M | 0.2% | +111.6% | 0.284% | |
5/2/2025 | Mechanics Financial Corp | 109,598 | $2.57M | 1.2% | +3.3% | 0.033% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 1,525 | $36K | 0.0% | -77.3% | 0.000% | |
5/2/2025 | Whittier Trust Co. | 5,470 | $128K | 0.0% | +292.1% | 0.002% | |
5/2/2025 | SBI Securities Co. Ltd. | 54,331 | $1.27M | 0.0% | -5.7% | 0.016% | |
5/1/2025 | Fifth Third Securities Inc. | 26,523 | $621K | 0.1% | +2.3% | 0.008% | |
4/30/2025 | MainStreet Investment Advisors LLC | 27,120 | $635K | 0.1% | +4.3% | 0.008% | |
4/30/2025 | Rogco LP | 152,398 | $3.57M | 1.4% | +3.6% | 0.046% | |
4/29/2025 | Centennial Bank AR | 1,472 | $34K | 0.0% | N/A | 0.000% | |
4/29/2025 | Bank of New York Mellon Corp | 95,601 | $2.24M | 0.0% | +122.8% | 0.029% | |
4/29/2025 | Wayfinding Financial LLC | 5,008 | $117K | 0.1% | N/A | 0.002% | |
4/28/2025 | Redmont Wealth Advisors LLC | 4,529 | $106K | 0.2% | N/A | 0.001% | |
4/28/2025 | Rossby Financial LCC | 11,591 | $270K | 0.1% | N/A | 0.003% | |
4/25/2025 | Morton Brown Family Wealth LLC | 5,102 | $119K | 0.0% | N/A | 0.002% | |
4/24/2025 | Golden State Wealth Management LLC | 1,415 | $33K | 0.0% | +193.0% | 0.000% | |
4/24/2025 | Westend Capital Management LLC | 4,501 | $105K | 0.0% | N/A | 0.001% | |
4/23/2025 | Western Wealth Management LLC | 20,123 | $471K | 0.0% | -2.8% | 0.006% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 47,948 | $1.12M | 0.1% | +1.1% | 0.014% | |
4/23/2025 | Golden State Wealth Management LLC | 2,830 | $66K | 0.0% | +485.9% | 0.001% | |
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4/22/2025 | Cambridge Investment Research Advisors Inc. | 691,095 | $16.19M | 0.1% | -6.4% | 0.208% | |
4/22/2025 | Appleton Partners Inc. MA | 124,988 | $2.93M | 0.2% | +3.9% | 0.038% | |
4/21/2025 | ORG Partners LLC | 1,115 | $26K | 0.0% | N/A | 0.000% | |
4/21/2025 | Investment Research & Advisory Group Inc. | 5,719 | $134K | 0.1% | +26.3% | 0.002% | |
4/17/2025 | Janney Montgomery Scott LLC | 442,812 | $10.37M | 0.0% | +5,093.7% | 0.133% | |
4/16/2025 | BTS Asset Management Inc. | 13,180 | $309K | 0.3% | -72.0% | 0.004% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 73,823 | $1.73M | 0.2% | +329.9% | 0.020% | |
4/15/2025 | Exchange Bank | 27,046 | $633K | 0.5% | -4.7% | 0.007% | |
4/14/2025 | Farther Finance Advisors LLC | 857,993 | $20.01M | 0.5% | +21.9% | 0.231% | |
4/14/2025 | NewSquare Capital LLC | 445,689 | $10.44M | 0.8% | +0.1% | 0.120% | |
4/9/2025 | Vantagepoint Investment Advisers LLC | 7,307,320 | $171.14M | 19.5% | N/A | 1.963% | |
4/9/2025 | NBC Securities Inc. | 10,793 | $252K | 0.0% | +119,822.2% | 0.003% | |
4/9/2025 | Fiduciary Alliance LLC | 88,218 | $2.07M | 0.2% | +6.4% | 0.024% | |
4/9/2025 | Iowa State Bank | 539,030 | $12.62M | 2.7% | +24.5% | 0.145% | |
4/7/2025 | AdvisorNet Financial Inc | 3,535 | $83K | 0.0% | +22.0% | 0.001% | |
4/1/2025 | Confluence Investment Management LLC | 505,720 | $11.84M | 0.2% | +1.9% | 0.136% | |
4/1/2025 | MassMutual Private Wealth & Trust FSB | 25,090 | $588K | 0.0% | +2.8% | 0.007% | |
2/24/2025 | Ameriflex Group Inc. | 4,077 | $97K | 0.0% | N/A | 0.001% | |
2/18/2025 | City National Bank of Florida MSD | 74,171 | $1.74M | 1.6% | N/A | 0.037% | |
2/18/2025 | Novem Group | 9,746 | $229K | 0.0% | N/A | 0.005% | |
2/18/2025 | Continuum Advisory LLC | 34,412 | $808K | 0.1% | +16.5% | 0.017% | |
2/17/2025 | MainStreet Investment Advisors LLC | 26,010 | $610K | 0.1% | N/A | 0.013% | |
2/17/2025 | BOKF NA | 1,439,926 | $33.74M | 0.6% | +14.0% | 0.710% | |
2/17/2025 | Cahill Financial Advisors Inc. | 43,328 | $1.02M | 0.1% | -6.0% | 0.021% | |
2/17/2025 | Cary Street Partners Financial LLC | 86,289 | $2.03M | 0.1% | N/A | 0.043% | |
2/17/2025 | Battery Global Advisors LLC | 5,254 | $123K | 0.1% | -42.3% | 0.003% | |
2/17/2025 | BNP Paribas Financial Markets | 83,538 | $1.96M | 0.0% | N/A | 0.041% | |
2/17/2025 | Ameriprise Financial Inc. | 6,598,197 | $154.86M | 0.0% | +5.7% | 3.252% | |
2/14/2025 | Integrated Wealth Concepts LLC | 10,370 | $243K | 0.0% | N/A | 0.005% | |
2/14/2025 | Coppell Advisory Solutions LLC | 14,830 | $348K | 0.0% | -19.3% | 0.007% | |
2/14/2025 | IHT Wealth Management LLC | 44,188 | $1.04M | 0.0% | +62.0% | 0.022% | |
2/13/2025 | Keystone Financial Group | 10,575 | $248K | 0.0% | N/A | 0.005% | |
2/13/2025 | Waterloo Capital L.P. | 409,043 | $9.60M | 1.0% | +3.6% | 0.202% | |
2/13/2025 | Hurlow Wealth Management Group Inc. | 152,371 | $3.58M | 1.1% | +4.7% | 0.075% | |
2/12/2025 | Mechanics Financial Corp | 106,122 | $2.49M | 1.1% | -0.8% | 0.052% | |
2/12/2025 | Godshalk Welsh Capital Management Inc. | 26,725 | $627K | 0.4% | +17.2% | 0.013% | |
2/12/2025 | JPMorgan Chase & Co. | 313,992 | $7.37M | 0.0% | +40.0% | 0.155% | |
2/12/2025 | Ariadne Wealth Management LP | 12,363 | $293K | 0.1% | +7.9% | 0.006% | |
2/11/2025 | Lynx Investment Advisory | 12,810 | $301K | 0.2% | +3.9% | 0.006% | |
2/11/2025 | Runnymede Capital Advisors Inc. | 11,053 | $259K | 0.2% | N/A | 0.005% | |
2/11/2025 | Whittier Trust Co. | 1,395 | $33K | 0.0% | -64.2% | 0.001% | |
2/11/2025 | OLD Point Trust & Financial Services N A | 2,414 | $57K | 0.0% | N/A | 0.001% | |
2/11/2025 | iA Global Asset Management Inc. | 550,000 | $12.91M | 0.2% | N/A | 0.271% | |
2/10/2025 | Horizon Investments LLC | 292,992 | $6.88M | 0.2% | +49.4% | 0.144% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 47,435 | $1.11M | 0.1% | +1.4% | 0.023% | |
2/10/2025 | Municipal Employees Retirement System of Michigan | 1,287,376 | $30.22M | 0.4% | +4.0% | 0.634% | |
2/10/2025 | Madison Investment Advisors LLC | 446,102 | $10.47M | 0.1% | N/A | 0.220% | |
2/10/2025 | Farther Finance Advisors LLC | 704,070 | $16.53M | 0.6% | +63.3% | 0.347% | |
2/10/2025 | EverSource Wealth Advisors LLC | 7,148 | $168K | 0.0% | N/A | 0.004% | |
2/6/2025 | One Capital Management LLC | 675,400 | $15.85M | 0.5% | +0.2% | 0.333% | |
Washington Is Broke—and Eyeing Your Savings Next (Ad) Washington is running out of money…And guess where they'll look next?
When governments go broke, they take from the people.
It's happened before, and it's happening again.
The Department of Justice just admitted that cash isn't legally YOUR property. Get your free guide now by clicking here >> |
2/6/2025 | Vantage Financial Partners LLC | 22,576 | $530K | 0.1% | -16.7% | 0.011% | |
2/6/2025 | NewSquare Capital LLC | 445,232 | $10.45M | 0.8% | -1.1% | 0.219% | |
2/6/2025 | SBI Securities Co. Ltd. | 57,633 | $1.35M | 0.0% | N/A | 0.028% | |
2/6/2025 | Jones Financial Companies Lllp | 48,755 | $1.14M | 0.0% | +59.2% | 0.024% | |
2/5/2025 | Kohmann Bosshard Financial Services LLC | 865,052 | $20.30M | 2.4% | +4.3% | 0.426% | |
2/5/2025 | BlueStem Wealth Partners LLC | 535,618 | $12.57M | 1.7% | N/A | 0.264% | |
2/5/2025 | Providence First Trust Co | 2,000 | $47K | 0.0% | N/A | 0.001% | |
2/5/2025 | SVB Wealth LLC | 12,450 | $292K | 0.0% | N/A | 0.006% | |
2/5/2025 | Private Trust Co. NA | 5,755 | $135K | 0.0% | +21.0% | 0.003% | |
2/5/2025 | Hilltop Partners LLC | 749,842 | $17.60M | 6.0% | +7.2% | 0.370% | |