5/2/2025 | Sigma Planning Corp | 5,388 | $452K | 0.0% | -36.0% | 0.037% | |
5/1/2025 | Asset Dedication LLC | 584 | $49K | 0.0% | N/A | 0.004% | |
5/1/2025 | CWM LLC | 94,806 | $7.96M | 0.0% | -4.9% | 0.652% | |
5/1/2025 | Riversedge Advisors LLC | 72,052 | $6.05M | 1.3% | -0.6% | 0.495% | |
4/30/2025 | Phillips Financial Management LLC | 13,980 | $1.17M | 0.1% | +1.0% | 0.096% | |
4/30/2025 | Sierra Capital LLC | 9,396 | $788K | 0.1% | +36.6% | 0.065% | |
4/30/2025 | Brown Advisory Inc. | 5,101 | $428K | 0.0% | -10.9% | 0.035% | |
4/29/2025 | TD Private Client Wealth LLC | 2,873 | $241K | 0.0% | +550.0% | 0.020% | |
4/29/2025 | Envestnet Asset Management Inc. | 170,443 | $14.30M | 0.0% | -0.3% | 1.171% | |
4/29/2025 | One Day In July LLC | 205,730 | $17.26M | 1.7% | +0.1% | 1.414% | |
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4/29/2025 | World Investment Advisors | 44,902 | $3.77M | 0.1% | N/A | 0.309% | |
4/28/2025 | D.A. Davidson & CO. | 38,524 | $3.23M | 0.0% | +4.6% | 0.265% | |
4/28/2025 | Mutual Advisors LLC | 51,151 | $4.02M | 0.1% | N/A | 0.352% | |
4/25/2025 | Saxon Interests Inc. | 29,953 | $2.51M | 1.2% | -1.3% | 0.206% | |
4/24/2025 | Decker Retirement Planning Inc. | 769 | $65K | 0.0% | N/A | 0.005% | |
4/23/2025 | Inman Jager Wealth Management LLC | 16,799 | $1.41M | 1.1% | +40.4% | 0.115% | |
4/23/2025 | Spire Wealth Management | 25,116 | $2.11M | 0.1% | -60.8% | 0.173% | |
4/23/2025 | Harbour Capital Advisors LLC | 3,991 | $314K | 0.1% | -28.6% | 0.027% | |
4/23/2025 | Mokosak Advisory Group LLC | 88,677 | $7.44M | 2.3% | +4.2% | 0.609% | |
4/23/2025 | Valmark Advisers Inc. | 5,263 | $442K | 0.0% | -60.9% | 0.036% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 70,100 | $5.88M | 0.0% | +11.9% | 0.482% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 8,554 | $718K | 0.0% | +205.6% | 0.059% | |
4/21/2025 | Aspiriant LLC | 32,252 | $2.71M | 0.1% | -1.8% | 0.222% | |
4/21/2025 | Barrett & Company Inc. | 3,104 | $260K | 0.1% | -4.6% | 0.021% | |
4/18/2025 | Financial Freedom LLC | 2,040 | $171K | 0.1% | -57.2% | 0.014% | |
4/17/2025 | Janney Montgomery Scott LLC | 8,438 | $708K | 0.0% | +4.4% | 0.058% | |
4/17/2025 | Pacific Sun Financial Corp | 12,344 | $1.04M | 0.6% | -1.2% | 0.085% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 22,543 | $1.89M | 0.0% | -4.7% | 0.156% | |
4/16/2025 | RFG Holdings Inc. | 80,219 | $6.74M | 2.2% | -4.4% | 0.554% | |
4/15/2025 | Simplicity Wealth LLC | 3,632 | $305K | 0.0% | N/A | 0.025% | |
4/14/2025 | Farther Finance Advisors LLC | 4,565 | $383K | 0.0% | +1,524.6% | 0.032% | |
4/14/2025 | Miracle Mile Advisors LLC | 15,665 | $1.32M | 0.0% | -1.5% | 0.108% | |
4/10/2025 | FSA Investment Group LLC | 69,485 | $5.83M | 5.0% | +3.6% | 0.480% | |
4/9/2025 | Integrated Capital Management Inc. | 39,570 | $3.32M | 2.6% | -0.4% | 0.273% | |
4/8/2025 | Parallel Advisors LLC | 369 | $31K | 0.0% | +4,000.0% | 0.003% | |
3/24/2025 | Wellington Management Group LLP | 119,468 | $11.15M | 0.0% | +38.3% | 0.826% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 23,646 | $2.21M | 0.0% | +5.2% | 0.163% | |
2/27/2025 | Fidelity D & D Bancorp Inc. | 2,359 | $220K | 0.1% | N/A | 0.016% | |
2/21/2025 | Fidelity D & D Bancorp Inc. | 2,359 | $220K | 0.2% | N/A | 0.015% | |
2/18/2025 | Mosaic Family Wealth Partners LLC | 3,928 | $367K | 0.1% | +3.4% | 0.025% | |
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2/17/2025 | Two Sigma Investments LP | 8,041 | $750K | 0.0% | -64.4% | 0.051% | |
2/17/2025 | Silvercrest Asset Management Group LLC | 110,457 | $10.31M | 0.1% | +13.5% | 0.706% | |
2/17/2025 | Evensky & Katz LLC | 25,297 | $2.36M | 0.2% | -2.1% | 0.162% | |
2/17/2025 | Cetera Investment Advisers | 33,142 | $3.09M | 0.0% | -18.3% | 0.212% | |
2/17/2025 | Bank of America Corp DE | 167,124 | $15.60M | 0.0% | +2.3% | 1.068% | |
2/17/2025 | Ameriprise Financial Inc. | 42,743 | $3.99M | 0.0% | -7.2% | 0.273% | |
2/14/2025 | Gallagher Fiduciary Advisors LLC | 162,579 | $15.17M | 3.0% | -14.7% | 1.039% | |
2/14/2025 | Rehmann Capital Advisory Group | 2,599 | $243K | 0.0% | N/A | 0.017% | |
2/14/2025 | Keyvantage Wealth LLC | 26,587 | $2.48M | 1.8% | N/A | 0.170% | |
2/14/2025 | Transce3nd LLC | 915 | $85K | 0.0% | N/A | 0.006% | |
2/13/2025 | Evergreen Capital Management LLC | 40,903 | $3.82M | 0.1% | -4.6% | 0.261% | |
2/13/2025 | Mariner LLC | 36,964 | $3.45M | 0.0% | +38.7% | 0.236% | |
2/13/2025 | Raymond James Financial Inc. | 248,121 | $23.16M | 0.0% | N/A | 1.585% | |
2/13/2025 | Renaissance Technologies LLC | 3,523 | $329K | 0.0% | N/A | 0.023% | |
2/13/2025 | Hurley Capital LLC | 734 | $69K | 0.1% | N/A | 0.005% | |
2/13/2025 | Envestnet Asset Management Inc. | 170,931 | $15.95M | 0.0% | -11.9% | 1.092% | |
2/13/2025 | Wells Fargo & Company MN | 61,910 | $5.78M | 0.0% | +1.4% | 0.396% | |
2/12/2025 | OLD Mission Capital LLC | 16,154 | $1.51M | 0.0% | +451.1% | 0.103% | |
2/12/2025 | Wellington Management Group LLP | 119,468 | $11.15M | 0.0% | +38.3% | 0.763% | |
2/12/2025 | CIBC Private Wealth Group LLC | 3,484 | $323K | 0.0% | -25.6% | 0.022% | |
2/12/2025 | RWA Wealth Partners LLC | 7,141 | $666K | 0.0% | +2.9% | 0.046% | |
2/12/2025 | Howe & Rusling Inc. | 1,362 | $127K | 0.0% | N/A | 0.009% | |
2/12/2025 | JPMorgan Chase & Co. | 28,101 | $2.62M | 0.0% | -16.4% | 0.180% | |
2/11/2025 | LPL Financial LLC | 117,802 | $10.99M | 0.0% | +31.4% | 0.753% | |
2/11/2025 | Virtu Financial LLC | 2,640 | $246K | 0.0% | -79.6% | 0.017% | |
2/10/2025 | GWN Securities Inc. | 2,454 | $229K | 0.1% | N/A | 0.016% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 2,799 | $261K | 0.0% | +16.3% | 0.018% | |
2/10/2025 | Phillips Financial Management LLC | 13,835 | $1.29M | 0.1% | -21.6% | 0.088% | |
2/10/2025 | Commonwealth Equity Services LLC | 59,980 | $5.60M | 0.0% | +2.5% | 0.383% | |
2/10/2025 | Farther Finance Advisors LLC | 281 | $26K | 0.0% | +1,305.0% | 0.002% | |
2/7/2025 | HighTower Advisors LLC | 5,767 | $538K | 0.0% | -13.5% | 0.037% | |
2/7/2025 | Wealthfront Advisers LLC | 169,900 | $162K | 0.0% | N/A | 1.086% | |
2/7/2025 | Fairway Wealth LLC | 6,635 | $619K | 0.2% | N/A | 0.042% | |
2/7/2025 | Silver Oak Advisory Group Inc. | 95,698 | $8.93M | 4.7% | -2.6% | 0.611% | |
2/7/2025 | Independent Advisor Alliance | 50,864 | $4.75M | 0.1% | N/A | 0.325% | |
2/7/2025 | Lowery Thomas LLC | 8,128 | $759K | 0.5% | +5.0% | 0.052% | |
2/7/2025 | EPIQ Capital Group LLC | 24,885 | $2.32M | 0.6% | -15.0% | 0.159% | |
2/7/2025 | Naviter Wealth LLC | 12,814 | $1.20M | 0.1% | N/A | 0.082% | |
2/7/2025 | Rialto Wealth Management LLC | 1,839 | $172K | 0.1% | N/A | 0.012% | |
2/6/2025 | Raymond James Financial Inc. | 248,121 | $23.16M | 0.0% | N/A | 1.585% | |
2/6/2025 | Atria Investments Inc | 160,793 | $15.01M | 0.2% | -15.0% | 1.027% | |
2/6/2025 | Snider Financial Group | 4,213 | $393K | 0.1% | N/A | 0.027% | |
2/5/2025 | Noble Wealth Management PBC | 893 | $83K | 0.1% | N/A | 0.006% | |
2/5/2025 | Parkside Financial Bank & Trust | 7,814 | $729K | 0.1% | N/A | 0.050% | |
2/4/2025 | World Equity Group Inc. | 2,346 | $219K | 0.0% | N/A | 0.015% | |
2/3/2025 | Sigma Planning Corp | 8,414 | $785K | 0.0% | -9.4% | 0.054% | |
2/3/2025 | One Day In July LLC | 205,441 | $19.17M | 2.0% | -4.0% | 1.313% | |
2/3/2025 | Pacific Sun Financial Corp | 12,494 | $1.17M | 0.6% | +1.0% | 0.080% | |
2/3/2025 | Private Advisor Group LLC | 23,271 | $2.17M | 0.0% | -6.5% | 0.149% | |
2/3/2025 | Cannon Financial Strategists Inc. | 111,981 | $10.45M | 1.8% | +3.4% | 0.716% | |
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Three massive forces are converging right now, creating what could be the biggest wealth opportunity since Bitcoin's early days. Click Here to get our complete analysis on why this lending platform is our #1 "buy the dip" opportu |
1/31/2025 | Global Retirement Partners LLC | 37,039 | $3.46M | 0.1% | -1.4% | 0.237% | |
1/31/2025 | Atria Wealth Solutions Inc. | 2,162 | $202K | 0.0% | N/A | 0.014% | |
1/31/2025 | D.A. Davidson & CO. | 36,842 | $3.44M | 0.0% | +6.0% | 0.235% | |
1/30/2025 | Valmark Advisers Inc. | 13,473 | $1.26M | 0.0% | -44.1% | 0.086% | |
1/29/2025 | Van ECK Associates Corp | 60,416 | $5.64M | 0.0% | N/A | 0.386% | |
1/28/2025 | Stone Summit Wealth LLC | 4,083 | $381K | 0.1% | -3.6% | 0.026% | |
1/28/2025 | Kestra Private Wealth Services LLC | 6,813 | $636K | 0.0% | +31.6% | 0.044% | |
1/27/2025 | Inman Jager Wealth Management LLC | 11,961 | $1.12M | 0.9% | N/A | 0.076% | |
1/27/2025 | RFG Holdings Inc. | 83,870 | $7.83M | 2.6% | -7.3% | 0.536% | |
1/24/2025 | Financial Strategies Group Inc. | 8,339 | $759K | 0.2% | +3.3% | 0.053% | |