| 7/25/2025 | Priebe Wealth Holdings LLC | 16,300 | $575K | 0.5% | -8.4% | 0.011% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 379,262 | $13.50M | 0.3% | +15.0% | 0.264% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 29,395 | $1.04M | 0.0% | -40.5% | 0.020% | |
| 7/25/2025 | Hazlett Burt & Watson Inc. | 17,440 | $616K | 0.3% | +6,359.3% | 0.012% | |
| 7/25/2025 | CWM LLC | 52,026 | $1.84M | 0.0% | +7.9% | 0.036% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 61,446 | $2.17M | 0.0% | +96.7% | 0.043% | |
| 7/25/2025 | Apollon Financial LLC | 19,160 | $676K | 0.1% | +4.1% | 0.013% | |
| 7/25/2025 | Apollon Wealth Management LLC | 15,071 | $532K | 0.0% | N/A | 0.010% | |
| 7/24/2025 | Eastern Bank | 397,629 | $14.03M | 0.3% | +4.4% | 0.276% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 12,750 | $450K | 0.0% | +8.5% | 0.009% | |
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| 7/24/2025 | Robertson Stephens Wealth Management LLC | 70,637 | $2.49M | 0.1% | -3.4% | 0.049% | |
| 7/24/2025 | IFP Advisors Inc | 25,296 | $892K | 0.0% | +11.5% | 0.018% | |
| 7/24/2025 | Financial Security Advisor Inc. | 172,742 | $6.09M | 1.4% | -1.3% | 0.120% | |
| 7/24/2025 | MSH Capital Advisors LLC | 19,881 | $701K | 0.2% | -6.7% | 0.014% | |
| 7/23/2025 | Capital Management Associates Inc | 5,818 | $205K | 0.1% | N/A | 0.004% | |
| 7/23/2025 | Seamount Financial Group Inc. | 47,116 | $1.66M | 0.9% | +5.3% | 0.033% | |
| 7/22/2025 | Confluence Wealth Services Inc. | 6,615 | $233K | 0.0% | N/A | 0.005% | |
| 7/22/2025 | DAVENPORT & Co LLC | 104,935 | $3.70M | 0.0% | +13.8% | 0.073% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 205,303 | $7.24M | 1.9% | +16.1% | 0.143% | |
| 7/22/2025 | Gutierrez Wealth Advisory LLC | 17,585 | $620K | 0.4% | +39.5% | 0.012% | |
| 7/21/2025 | Tanglewood Wealth Management Inc. | 127,588 | $4.50M | 0.4% | +3.8% | 0.089% | |
| 7/21/2025 | Ameriflex Group Inc. | 1,850 | $65K | 0.0% | -78.1% | 0.001% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 4,945 | $174K | 0.0% | -56.9% | 0.003% | |
| 7/21/2025 | Pacific Financial Group Inc. | 6,057 | $214K | 0.2% | N/A | 0.004% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 58,499 | $2.06M | 0.2% | -1.9% | 0.042% | |
| 7/18/2025 | Parsons Capital Management Inc. RI | 320,407 | $11.30M | 0.7% | -0.2% | 0.232% | |
| 7/18/2025 | Consolidated Planning Corp | 1,355,981 | $47.84M | 6.0% | -1.5% | 0.981% | |
| 7/18/2025 | Midwest Financial Group LLC | 11,344 | $400K | 0.2% | +29.6% | 0.008% | |
| 7/18/2025 | Financial Consulate Inc. | 514,761 | $18.16M | 3.6% | -1.1% | 0.372% | |
| 7/18/2025 | Truist Financial Corp | 81,822 | $2.89M | 0.0% | +7.9% | 0.059% | |
| 7/17/2025 | Eclectic Associates Inc. ADV | 99,765 | $3.52M | 0.8% | +38.1% | 0.072% | |
| 7/17/2025 | Presper Financial Architects LLC | 140,321 | $4.95M | 3.7% | N/A | 0.102% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 397,391 | $14.02M | 0.0% | +3.9% | 0.289% | |
| 7/17/2025 | Patton Albertson Miller Group LLC | 141,589 | $5.00M | 0.7% | -0.4% | 0.103% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 551,269 | $19.45M | 1.4% | -2.9% | 0.400% | |
| 7/16/2025 | Essex Financial Services Inc. | 147,281 | $5.20M | 0.3% | +15.7% | 0.107% | |
| 7/15/2025 | FMA Wealth Management LLC | 29,214 | $1.03M | 0.8% | +4.6% | 0.021% | |
| 7/15/2025 | Cora Capital Advisors LLC | 812,962 | $28.68M | 12.8% | +2.6% | 0.591% | |
| 7/15/2025 | Aspire Capital Advisors LLC | 7,125 | $251K | 0.1% | N/A | 0.005% | |
| 7/15/2025 | DKM Wealth Management Inc. | 387,863 | $13.68M | 11.8% | -1.5% | 0.282% | |
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 |
| 7/15/2025 | McCarthy & Cox | 1,026,419 | $36.21M | 9.5% | +1.0% | 0.746% | |
| 7/14/2025 | AdvisorNet Financial Inc | 39,660 | $1.40M | 0.1% | +5.6% | 0.029% | |
| 7/14/2025 | CRA Financial Services LLC | 62,642 | $2.21M | 0.3% | +10.0% | 0.046% | |
| 7/14/2025 | CJM Wealth Advisers Ltd. | 46,515 | $1.64M | 0.5% | -1.8% | 0.034% | |
| 7/14/2025 | Southland Equity Partners LLC | 134,514 | $4.75M | 1.0% | +1.3% | 0.098% | |
| 7/11/2025 | Annex Advisory Services LLC | 8,121 | $287K | 0.0% | N/A | 0.006% | |
| 7/11/2025 | Bond & Devick Financial Network Inc. | 5,847 | $206K | 0.1% | N/A | 0.004% | |
| 7/11/2025 | Sprinkle Financial Consultants LLC | 114,722 | $4.05M | 2.5% | +31.4% | 0.084% | |
| 7/11/2025 | Compass Ion Advisors LLC | 79,621 | $2.81M | 0.3% | -11.0% | 0.058% | |
| 7/11/2025 | TTP Investments Inc. | 1,653,432 | $58.33M | 19.1% | +50.6% | 1.209% | |
| 7/11/2025 | LongView Wealth Management | 22,800 | $804K | 0.2% | +15.2% | 0.017% | |
| 7/11/2025 | Diversified Trust Co | 89,748 | $3.17M | 0.1% | N/A | 0.066% | |
| 7/10/2025 | ARS Wealth Advisors Group LLC | 319,889 | $11.29M | 1.3% | +18.9% | 0.234% | |
| 7/10/2025 | Exchange Traded Concepts LLC | 165,726 | $5.85M | 0.1% | +24.5% | 0.121% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 1,779,596 | $63.39M | 0.1% | +5.7% | 1.301% | |
| 7/10/2025 | Sharkey Howes & Javer | 146,498 | $5.17M | 0.7% | -5.1% | 0.107% | |
| 7/10/2025 | High Net Worth Advisory Group LLC | 73,101 | $2.58M | 0.7% | -0.7% | 0.053% | |
| 7/10/2025 | American Financial Advisors LLC | 31,429 | $1.11M | 0.2% | +110.4% | 0.023% | |
| 7/10/2025 | Focus Financial Network Inc. | 111,106 | $3.92M | 0.2% | -2.1% | 0.081% | |
| 7/9/2025 | Lincoln Capital Corp | 77,134 | $2.72M | 1.0% | +3.1% | 0.056% | |
| 7/9/2025 | Boyum Wealth Architects LLC | 5,836 | $206K | 0.2% | N/A | 0.004% | |
| 7/9/2025 | Sard Wealth Management Group LLC | 57,906 | $2.04M | 1.3% | +9.4% | 0.042% | |
| 7/8/2025 | Chemistry Wealth Management LLC | 155,089 | $5.47M | 1.2% | +8.8% | 0.114% | |
| 7/8/2025 | Lowe Wealth Advisors LLC | 25,774 | $909K | 0.4% | +40.3% | 0.019% | |
| 7/7/2025 | OMNI 360 Wealth Inc. | 33,434 | $1.18M | 0.6% | +15.2% | 0.025% | |
| 7/1/2025 | Harbor Investment Advisory LLC | 46,524 | $1.64M | 0.1% | +43.8% | 0.034% | |
| 6/18/2025 | Voya Investment Management LLC | 2,784,906 | $89.90M | 0.1% | +2.2% | 2.094% | |
| 6/2/2025 | Modern Wealth Management LLC | 1,263,756 | $40.79M | 1.3% | +0.0% | 0.970% | |
| 5/16/2025 | National Wealth Management Group LLC | 317,222 | $10.24M | 6.7% | +5.6% | 0.251% | |
| 5/15/2025 | Royal Bank of Canada | 1,846,509 | $59.61M | 0.0% | +16.3% | 1.461% | |
| 5/15/2025 | MAI Capital Management | 51,594 | $1.67M | 0.0% | +25.8% | 0.041% | |
| 5/15/2025 | Certior Financial Group LLC | 197,571 | $6.38M | 5.2% | +32.0% | 0.156% | |
| 5/15/2025 | Baird Financial Group Inc. | 2,530,422 | $81.68M | 0.2% | +6.2% | 2.003% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 38,113 | $1.23M | 0.2% | +45.2% | 0.030% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 96,274 | $3.11M | 0.2% | +27.5% | 0.076% | |
| 5/14/2025 | NCM Capital Management LLC | 149,902 | $4.84M | 2.2% | +16.6% | 0.119% | |
| 5/14/2025 | McCarthy Asset Management Inc. | 547,088 | $17.66M | 12.8% | -1.6% | 0.433% | |
| 5/14/2025 | Comerica Bank | 61,619 | $1.99M | 0.0% | +599.3% | 0.049% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 395,890 | $12.78M | 0.0% | +86.7% | 0.313% | |
| 5/14/2025 | Kestra Advisory Services LLC | 249,832 | $8.07M | 0.0% | +359.2% | 0.198% | |
| 5/14/2025 | Price T Rowe Associates Inc. MD | 13,623,067 | $439.12M | 0.1% | +54,690.3% | 10.782% | |
| 5/14/2025 | Capital Analysts LLC | 152,569 | $4.93M | 0.2% | +179.7% | 0.121% | |
| 5/14/2025 | Level Four Advisory Services LLC | 892,652 | $28.82M | 1.2% | +18.3% | 0.706% | |
| 5/13/2025 | Raymond James Financial Inc. | 4,486,289 | $144.82M | 0.1% | -0.6% | 3.551% | |
| 5/13/2025 | Menora Mivtachim Holdings LTD. | 211,012 | $6.81M | 0.0% | N/A | 0.167% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 238,536 | $7.70M | 0.6% | +4.3% | 0.189% | |
| 5/13/2025 | Harfst & Associates Inc. | 124,996 | $4.04M | 0.9% | +71.6% | 0.099% | |
| 5/13/2025 | MSH Capital Advisors LLC | 21,320 | $688K | 0.2% | +2.8% | 0.017% | |
| 5/13/2025 | HighTower Advisors LLC | 228,460 | $7.38M | 0.0% | +17.5% | 0.181% | |
| 5/12/2025 | Keeler & Nadler Financial Planning & Wealth Management | 13,218 | $425K | 0.2% | N/A | 0.010% | |
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 |
| 5/12/2025 | Benjamin Edwards Inc. | 10,134 | $327K | 0.0% | N/A | 0.008% | |
| 5/12/2025 | Founders Financial Alliance LLC | 7,959 | $257K | 0.1% | -28.2% | 0.006% | |
| 5/12/2025 | Flagship Wealth Advisors LLC | 16,638 | $537K | 0.2% | N/A | 0.013% | |
| 5/12/2025 | WealthPLAN Partners LLC | 73,760 | $2.38M | 0.3% | +7.8% | 0.058% | |
| 5/9/2025 | Comprehensive Financial Planning Inc. PA | 20,435 | $660K | 0.6% | +726.7% | 0.016% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 329,688 | $10.64M | 0.1% | +26.4% | 0.261% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 54,141 | $1.75M | 0.1% | +3.6% | 0.043% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 55,440 | $1.79M | 0.1% | +10.9% | 0.044% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 4,934,474 | $159.29M | 0.2% | +44.1% | 3.905% | |
| 5/9/2025 | Argent Trust Co | 11,845 | $382K | 0.0% | N/A | 0.009% | |
