7/17/2025 | One Wealth Advisors LLC | 306,163 | $14.13M | 2.0% | +101.7% | 2.060% | |
7/17/2025 | LexAurum Advisors LLC | 9,418 | $435K | 0.1% | +28.7% | 0.063% | |
7/17/2025 | Tempus Wealth Planning LLC | 30,251 | $1.40M | 0.3% | +140.7% | 0.204% | |
7/17/2025 | Western Financial Corp CA | 10,335 | $477K | 0.3% | +67.1% | 0.070% | |
7/15/2025 | Spectrum Planning & Advisory Services Inc. | 13,156 | $607K | 0.4% | -25.9% | 0.089% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 4,394 | $203K | 0.0% | N/A | 0.030% | |
7/14/2025 | Sowell Financial Services LLC | 9,798 | $452K | 0.0% | N/A | 0.066% | |
7/11/2025 | Farther Finance Advisors LLC | 2,275 | $105K | 0.0% | +34.9% | 0.015% | |
7/11/2025 | My Legacy Advisors LLC | 60,744 | $2.77M | 1.0% | +121.5% | 0.409% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 18,512 | $844K | 0.0% | +4.1% | 0.125% | |
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7/10/2025 | Signal Advisors Wealth LLC | 15,983 | $738K | 0.1% | N/A | 0.108% | |
7/10/2025 | Focus Financial Network Inc. | 111,758 | $5.16M | 0.2% | +114.3% | 0.752% | |
7/10/2025 | Sovran Advisors LLC | 10,891 | $493K | 0.1% | +106.8% | 0.073% | |
7/9/2025 | Lifelong Wealth Advisors Inc. | 49,264 | $2.27M | 0.8% | +134.2% | 0.332% | |
7/9/2025 | Beacon Financial Group | 4,991 | $230K | 0.0% | N/A | 0.034% | |
7/8/2025 | Range Financial Group LLC | 26,794 | $1.24M | 0.5% | +60.6% | 0.180% | |
7/8/2025 | Ehrlich Financial Group | 77,348 | $3.57M | 2.3% | +213.8% | 0.521% | |
7/8/2025 | Richard P Slaughter Associates Inc | 96,970 | $4.48M | 0.9% | N/A | 0.653% | |
7/8/2025 | Paladin Wealth LLC | 15,292 | $706K | 0.5% | +15.4% | 0.103% | |
7/8/2025 | Gradient Investments LLC | 434,151 | $20.04M | 0.4% | +6.3% | 2.922% | |
7/7/2025 | OMNI 360 Wealth Inc. | 11,136 | $514K | 0.3% | N/A | 0.075% | |
7/7/2025 | RDA Financial Network | 29,723 | $1.37M | 0.4% | +111.5% | 0.200% | |
7/1/2025 | Bush Investment Group LLC | 39,682 | $1.83M | 1.2% | +107.9% | 0.267% | |
6/27/2025 | Goldman Sachs Group Inc. | 6,576 | $306K | 0.0% | N/A | 0.044% | |
5/29/2025 | Apeiron RIA LLC | 24,008 | $1.12M | 0.3% | N/A | 0.194% | |
5/22/2025 | Mattson Financial Services LLC | 46,660 | $2.17M | 0.7% | N/A | 0.377% | |
5/21/2025 | Geneos Wealth Management Inc. | 4,031 | $188K | 0.0% | +35.3% | 0.033% | |
5/20/2025 | Integrity Alliance LLC. | 230,392 | $10.73M | 0.4% | N/A | 1.863% | |
5/19/2025 | Jane Street Group LLC | 25,517 | $1.19M | 0.0% | -49.3% | 0.206% | |
5/16/2025 | Semmax Financial Advisors Inc. | 8,762 | $398K | 0.1% | N/A | 0.071% | |
5/16/2025 | Strait & Sound Wealth Management LLC | 7,070 | $329K | 0.2% | +19.4% | 0.057% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 23,718 | $1.11M | 0.0% | N/A | 0.192% | |
5/16/2025 | Goldman Sachs Group Inc. | 6,576 | $306K | 0.0% | N/A | 0.053% | |
5/16/2025 | Pinnacle Family Advisors LLC | 5,371 | $250K | 0.1% | N/A | 0.043% | |
5/16/2025 | NewEdge Advisors LLC | 350,912 | $16.34M | 0.1% | N/A | 2.837% | |
5/14/2025 | Comerica Bank | 756,303 | $35.22M | 0.1% | -4.9% | 6.114% | |
5/14/2025 | Smartleaf Asset Management LLC | 1,086 | $50K | 0.0% | N/A | 0.009% | |
5/14/2025 | Tradition Wealth Management LLC | 42,740 | $1.99M | 0.2% | N/A | 0.346% | |
5/14/2025 | Vertex Planning Partners LLC | 14,620 | $681K | 0.1% | N/A | 0.118% | |
5/13/2025 | Gen Wealth Partners Inc | 16,982 | $791K | 0.3% | N/A | 0.137% | |
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 |
5/13/2025 | Heck Capital Advisors LLC | 169,272 | $7.88M | 0.9% | +6.4% | 1.368% | |
5/13/2025 | HighTower Advisors LLC | 24,626 | $1.15M | 0.0% | -2.1% | 0.199% | |
5/12/2025 | Maia Wealth LLC | 28,041 | $1.28M | 0.3% | N/A | 0.227% | |
5/12/2025 | Cooper Financial Group | 15,033 | $700K | 0.1% | N/A | 0.122% | |
5/9/2025 | Legacy Capital Group California Inc. | 7,828 | $365K | 0.1% | -3.0% | 0.073% | |
5/9/2025 | Kickstand Ventures LLC. | 16,583 | $772K | 0.2% | N/A | 0.154% | |
5/8/2025 | Harbour Investments Inc. | 15,440 | $719K | 0.0% | N/A | 0.143% | |
5/7/2025 | Nemes Rush Group LLC | 8,883 | $414K | 0.1% | +558.5% | 0.082% | |
5/7/2025 | LPL Financial LLC | 31,347 | $1.46M | 0.0% | N/A | 0.291% | |
5/6/2025 | Cetera Investment Advisers | 80,039 | $3.73M | 0.0% | +48.5% | 0.742% | |
5/6/2025 | Tempus Wealth Planning LLC | 12,567 | $585K | 0.2% | N/A | 0.116% | |
5/6/2025 | Brookwood Investment Group LLC | 11,236 | $523K | 0.1% | N/A | 0.104% | |
5/6/2025 | One Wealth Advisors LLC | 151,776 | $7.07M | 1.1% | N/A | 1.407% | |
5/6/2025 | AE Wealth Management LLC | 117,571 | $5.48M | 0.0% | N/A | 1.090% | |
5/6/2025 | M1 Capital Management LLC | 25,818 | $1.20M | 0.8% | N/A | 0.239% | |
5/6/2025 | WESPAC Advisors SoCal LLC | 60,150 | $2.80M | 0.7% | N/A | 0.557% | |
5/6/2025 | PFG Advisors | 52,884 | $2.46M | 0.1% | N/A | 0.490% | |
5/5/2025 | West Wealth Group LLC | 69,850 | $3.26M | 1.0% | N/A | 0.647% | |
5/5/2025 | Resurgent Financial Advisors LLC | 6,384 | $297K | 0.2% | N/A | 0.059% | |
5/5/2025 | Private Advisor Group LLC | 7,766 | $362K | 0.0% | N/A | 0.072% | |
5/5/2025 | Nwam LLC | 9,989 | $465K | 0.0% | N/A | 0.093% | |
5/5/2025 | Transce3nd LLC | 1,082 | $50K | 0.0% | N/A | 0.010% | |
5/2/2025 | Mayflower Financial Advisors LLC | 54,751 | $2.55M | 0.4% | N/A | 0.507% | |
5/2/2025 | Theory Financial LLC | 37,184 | $1.73M | 0.7% | N/A | 0.345% | |
5/1/2025 | CWM LLC | 37,966 | $1.77M | 0.0% | +9,251.2% | 0.352% | |
5/1/2025 | Northwest Capital Management Inc | 37,579 | $1.75M | 0.7% | N/A | 0.348% | |
5/1/2025 | Fulcrum Equity Management | 5,576 | $260K | 0.3% | N/A | 0.052% | |
4/30/2025 | Horst & Graben Wealth Management LLC | 195,497 | $9.10M | 1.6% | N/A | 1.812% | |
4/30/2025 | Fullcircle Wealth LLC | 12,386 | $573K | 0.2% | N/A | 0.115% | |
4/29/2025 | Envestnet Asset Management Inc. | 494,805 | $23.04M | 0.0% | +355.2% | 4.586% | |
4/29/2025 | Bush Investment Group LLC | 19,085 | $889K | 0.7% | N/A | 0.177% | |
4/29/2025 | Sutton Place Investors LLC | 13,556 | $631K | 0.4% | N/A | 0.126% | |
4/29/2025 | Strategic Blueprint LLC | 13,763 | $641K | 0.0% | N/A | 0.128% | |
4/29/2025 | OneDigital Investment Advisors LLC | 1,418,492 | $66.06M | 0.8% | N/A | 13.146% | |
4/28/2025 | Clear Creek Financial Management LLC | 15,258 | $711K | 0.1% | N/A | 0.141% | |
4/25/2025 | Hobbs Wealth Management LLC | 12,950 | $603K | 0.7% | N/A | 0.120% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 15,355 | $715K | 0.0% | N/A | 0.142% | |
4/25/2025 | Hutchens & Kramer Investment Management Group LLC | 4,309 | $201K | 0.1% | N/A | 0.040% | |
4/25/2025 | Sovran Advisors LLC | 5,267 | $241K | 0.0% | N/A | 0.049% | |
4/24/2025 | Transcend Capital Advisors LLC | 7,792 | $363K | 0.0% | N/A | 0.072% | |
4/24/2025 | Beacon Financial Advisory LLC | 8,414 | $392K | 0.1% | N/A | 0.078% | |
4/24/2025 | Tanager Wealth Management LLP | 98,195 | $4.57M | 0.6% | -15.4% | 0.910% | |
4/23/2025 | Western Financial Corp CA | 6,185 | $288K | 0.2% | N/A | 0.057% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 9,002 | $419K | 0.0% | N/A | 0.083% | |
4/23/2025 | Lifelong Wealth Advisors Inc. | 21,035 | $980K | 0.5% | N/A | 0.195% | |
4/23/2025 | TSA Wealth Managment LLC | 140,084 | $6.52M | 2.6% | N/A | 1.298% | |
4/23/2025 | Spire Wealth Management | 948 | $44K | 0.0% | N/A | 0.009% | |
4/23/2025 | Clearview Wealth Advisors LLC | 19,778 | $921K | 0.7% | N/A | 0.183% | |
4/22/2025 | Merkkuri Wealth Advisors LLC | 8,546 | $398K | 0.3% | N/A | 0.079% | |
4/22/2025 | Spectrum Planning & Advisory Services Inc. | 17,743 | $826K | 0.7% | N/A | 0.164% | |
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 |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 7,528 | $351K | 0.0% | N/A | 0.070% | |
4/21/2025 | Catalina Capital Group LLC | 7,484 | $349K | 0.2% | N/A | 0.069% | |
4/21/2025 | PSI Advisors LLC | 1,627 | $76K | 0.0% | N/A | 0.015% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 17,783 | $828K | 0.0% | N/A | 0.149% | |
4/15/2025 | Focus Financial Network Inc. | 52,149 | $2.43M | 0.1% | N/A | 0.436% | |
4/15/2025 | My Legacy Advisors LLC | 27,426 | $1.28M | 0.5% | N/A | 0.229% | |
4/14/2025 | Range Financial Group LLC | 16,684 | $777K | 0.3% | N/A | 0.139% | |
4/14/2025 | RDA Financial Network | 14,056 | $655K | 0.2% | N/A | 0.117% | |
4/14/2025 | Patriot Financial Group Insurance Agency LLC | 19,437 | $905K | 0.1% | N/A | 0.162% | |
4/14/2025 | FFG Retirement Advisors LLC | 121,358 | $5.65M | 3.8% | N/A | 1.014% | |