5/4/2024 | Joseph P. Lucia & Associates LLC | 29,719 | $1.04M | 0.6% | +1.2% | 0.167% | |
5/2/2024 | Graypoint LLC | 8,078 | $281K | 0.0% | -14.8% | 0.046% | |
5/1/2024 | Private Advisor Group LLC | 13,438 | $468K | 0.0% | -5.2% | 0.076% | |
4/30/2024 | SpiderRock Advisors LLC | 12,600 | $432K | 0.0% | N/A | 0.071% | |
4/29/2024 | Commonwealth Equity Services LLC | 58,077 | $2.02M | 0.0% | -6.5% | 0.327% | |
4/25/2024 | Lodestar Private Asset Management LLC | 18,649 | $649K | 0.1% | -25.0% | 0.105% | |
|
4/24/2024 | Oxler Private Wealth LLC | 15,285 | $532K | 0.2% | -18.9% | 0.084% | |
4/23/2024 | Twin Peaks Wealth Advisors LLC | 9,684 | $337K | 0.2% | -8.0% | 0.053% | |
4/23/2024 | Summit Trail Advisors LLC | 409,861 | $14.27M | 0.4% | N/A | 2.258% | |
4/23/2024 | StoneCrest Wealth Management Inc. | 90,072 | $3.14M | 2.7% | +2.2% | 0.496% | |
4/22/2024 | Raymond James & Associates | 133,843 | $4.66M | 0.0% | +594.0% | 0.737% | |
4/18/2024 | O ROURKE & COMPANY Inc | 8,426 | $293K | 0.2% | N/A | 0.046% | |
4/12/2024 | First PREMIER Bank | 1,594 | $56K | 0.0% | +35.8% | 0.009% | |
4/11/2024 | Opal Wealth Advisors LLC | 1,654 | $58K | 0.0% | N/A | 0.009% | |
4/11/2024 | Selective Wealth Management Inc. | 352,800 | $11.80M | 5.1% | -1.5% | 1.923% | |
4/10/2024 | First Community Trust NA | 13,010 | $453K | 0.4% | N/A | 0.070% | |
4/9/2024 | Destiny Wealth Partners LLC | 93,140 | $3.24M | 0.6% | +0.4% | 0.499% | |
3/26/2024 | Fairman Group LLC | 3,500 | $122K | 0.1% | N/A | 0.019% | |
3/22/2024 | PNC Financial Services Group Inc. | 1,700 | $59K | 0.0% | -55.3% | 0.009% | |
3/8/2024 | ICA Group Wealth Management LLC | 5,065 | $177K | 0.0% | N/A | 0.027% | |
2/26/2024 | Centaurus Financial Inc. | 23,083 | $807K | 0.1% | N/A | 0.123% | |
2/12/2024 | Parallel Advisors LLC | 5,298 | $185K | 0.0% | +32.2% | 0.028% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 47,347 | $1.66M | 0.0% | +4.4% | 0.251% | |
2/9/2024 | Oxler Private Wealth LLC | 18,848 | $659K | 0.5% | -5.2% | 0.100% | |
2/8/2024 | Brown Advisory Inc. | 8,000 | $280K | 0.0% | N/A | 0.042% | |
2/8/2024 | Stelac Advisory Services LLC | 3,164 | $111K | 0.1% | N/A | 0.017% | |
2/8/2024 | Ceera Investments LLC | 6,721 | $235K | 0.1% | N/A | 0.036% | |
2/8/2024 | Sumitomo Mitsui Financial Group Inc. | 82,039 | $2.87M | 0.1% | -5.6% | 0.436% | |
2/7/2024 | Northwest Financial Advisors | 2,890 | $101K | 0.1% | N/A | 0.015% | |
2/7/2024 | Clearwater Capital Advisors LLC | 148,267 | $5.18M | 0.6% | -30.5% | 0.787% | |
2/6/2024 | Private Advisor Group LLC | 14,175 | $495K | 0.0% | +46.8% | 0.075% | |
2/6/2024 | Merit Financial Group LLC | 5,940 | $208K | 0.0% | N/A | 0.032% | |
2/5/2024 | Cary Street Partners Investment Advisory LLC | 9,325 | $326K | 0.1% | +52.2% | 0.050% | |
2/2/2024 | Atria Wealth Solutions Inc. | 6,791 | $237K | 0.0% | -7.4% | 0.035% | |
2/1/2024 | CWM LLC | 21,570 | $754K | 0.0% | -4.7% | 0.112% | |
1/30/2024 | SFI Advisors LLC | 37,410 | $1.31M | 1.1% | -4.3% | 0.194% | |
1/30/2024 | Vontobel Holding Ltd. | 7,600 | $266K | 0.0% | -14.9% | 0.039% | |
1/29/2024 | Northstar Asset Management LLC | 6,830 | $239K | 0.1% | -22.2% | 0.035% | |
1/29/2024 | Joseph P. Lucia & Associates LLC | 29,379 | $1.03M | 0.6% | -1.6% | 0.152% | |
1/29/2024 | Perigon Wealth Management LLC | 22,599 | $790K | 0.0% | +1.5% | 0.117% | |
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1/24/2024 | Sowell Financial Services LLC | 11,997 | $419K | 0.0% | -12.8% | 0.063% | |
1/24/2024 | International Assets Investment Management LLC | 5,592 | $195K | 0.0% | +3,395.0% | 0.030% | |
1/24/2024 | Halbert Hargrove Global Advisors LLC | 5,976 | $209K | 0.0% | N/A | 0.032% | |
1/22/2024 | StoneCrest Wealth Management Inc. | 88,130 | $3.08M | 3.0% | N/A | 0.453% | |
1/19/2024 | Destiny Wealth Partners LLC | 92,724 | $3.01M | 0.6% | +3.6% | 0.477% | |
1/18/2024 | KM Capital Management Ltd. | 52,534 | $1.84M | 1.1% | +5.6% | 0.265% | |
1/17/2024 | Twin Peaks Wealth Advisors LLC | 10,528 | $368K | 0.2% | N/A | 0.053% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 35,391 | $1.24M | 0.0% | +114.2% | 0.178% | |
1/16/2024 | Raymond James & Associates | 19,285 | $674K | 0.0% | -9.0% | 0.097% | |
1/5/2024 | Selective Wealth Management Inc. | 358,111 | $11.64M | 5.8% | +3.5% | 1.848% | |
11/16/2023 | Belpointe Asset Management LLC | 10,018 | $297K | 0.0% | -6.2% | 0.047% | |
11/14/2023 | Tower Research Capital LLC TRC | 31,020 | $919K | 0.0% | +1,849.7% | 0.144% | |
11/14/2023 | Operose Advisors LLC | 3,430 | $102K | 0.0% | N/A | 0.016% | |
11/13/2023 | LPL Financial LLC | 226,292 | $6.71M | 0.0% | +21.6% | 1.054% | |
11/13/2023 | Kestra Advisory Services LLC | 14,132 | $419K | 0.0% | -7.7% | 0.066% | |
11/9/2023 | UBS Group AG | 108,976 | $3.23M | 0.0% | +0.4% | 0.507% | |
11/8/2023 | HighTower Advisors LLC | 62,316 | $1.84M | 0.0% | +23.7% | 0.290% | |
11/8/2023 | EPIQ Capital Group LLC | 40,851 | $1.21M | 0.6% | +3.7% | 0.190% | |
11/8/2023 | Atria Wealth Solutions Inc. | 7,335 | $217K | 0.0% | -8.9% | 0.034% | |
11/8/2023 | Sowell Financial Services LLC | 13,761 | $408K | 0.0% | -6.9% | 0.064% | |
11/8/2023 | Sumitomo Mitsui Financial Group Inc. | 86,942 | $2.58M | 0.1% | +9.9% | 0.405% | |
11/8/2023 | Resolute Advisors LLC | 59,362 | $1.76M | 0.3% | +26.9% | 0.276% | |
11/3/2023 | Private Advisor Group LLC | 9,653 | $286K | 0.0% | -36.9% | 0.044% | |
11/1/2023 | Wealthfront Advisers LLC | 57,773 | $1.71M | 0.0% | +7.3% | 0.266% | |
10/31/2023 | Lodestar Private Asset Management LLC | 24,866 | $737K | 0.1% | +14.0% | 0.114% | |
10/30/2023 | SFI Advisors LLC | 39,102 | $1.16M | 1.1% | -2.3% | 0.180% | |
10/30/2023 | Joseph P. Lucia & Associates LLC | 29,844 | $884K | 0.4% | -2.5% | 0.137% | |
10/30/2023 | Meitav Investment House Ltd. | 573,103 | $16.96M | 0.3% | -0.6% | 2.637% | |
10/25/2023 | Northstar Asset Management LLC | 8,780 | $260K | 0.1% | -10.2% | 0.041% | |
10/24/2023 | Clearwater Capital Advisors LLC | 213,409 | $6.32M | 0.8% | -1.0% | 0.982% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 16,520 | $489K | 0.0% | -11.9% | 0.076% | |
10/24/2023 | Raymond James & Associates | 21,192 | $628K | 0.0% | -9.2% | 0.098% | |
10/23/2023 | Commonwealth Equity Services LLC | 78,358 | $2.32M | 0.0% | -6.0% | 0.361% | |
10/20/2023 | Bremer Bank National Association | 129,055 | $3.82M | 0.8% | +111.5% | 0.594% | |
10/12/2023 | IFP Advisors Inc | 2,787 | $83K | 0.0% | -22.3% | 0.013% | |
10/12/2023 | RVW Wealth LLC | 1,196 | $35K | 0.0% | N/A | 0.006% | |
10/12/2023 | HBW Advisory Services LLC | 13,049 | $387K | 0.1% | -15.4% | 0.063% | |
10/11/2023 | AE Wealth Management LLC | 52,282 | $1.55M | 0.0% | +24.6% | 0.252% | |
10/11/2023 | CWM LLC | 22,642 | $671K | 0.0% | -3.4% | 0.109% | |
10/11/2023 | Vontobel Holding Ltd. | 8,930 | $265K | 0.0% | -25.8% | 0.043% | |
10/10/2023 | Destiny Wealth Partners LLC | 89,513 | $2.65M | 0.5% | +0.5% | 0.431% | |
10/10/2023 | Selective Wealth Management Inc. | 345,911 | $9.99M | 5.5% | -2.1% | 1.665% | |
8/18/2023 | SFI Advisors LLC | 40,010 | $1.27M | 1.2% | -2.3% | 0.181% | |
8/15/2023 | Halbert Hargrove Global Advisors LLC | 6,346 | $201K | 0.0% | N/A | 0.029% | |
8/11/2023 | Pinebridge Investments L.P. | 13,329 | $423K | 0.0% | N/A | 0.060% | |
8/11/2023 | Cibc World Market Inc. | 82,761 | $2.62M | 0.0% | +16.5% | 0.374% | |
8/11/2023 | KM Capital Management Ltd. | 44,096 | $1.40M | 1.0% | +117.6% | 0.200% | |
8/11/2023 | Kestra Advisory Services LLC | 15,309 | $485K | 0.0% | -15.8% | 0.069% | |
8/10/2023 | Private Advisor Group LLC | 15,290 | $502K | 0.0% | -13.9% | 0.069% | |
8/10/2023 | Cetera Advisors LLC | 21,088 | $668K | 0.0% | +3.9% | 0.095% | |
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Prominent voices in crypto believe what comes next will mirror a crypto mass adoption similar to the one that triggered bitcoin's last bull run. Click here now to get your copy. |
8/10/2023 | Meitav Investment House Ltd. | 576,298 | $18.10M | 0.3% | -0.2% | 2.608% | |
8/10/2023 | Cetera Advisor Networks LLC | 13,637 | $432K | 0.0% | +12.4% | 0.062% | |
8/10/2023 | Oxler Private Wealth LLC | 19,880 | $630K | 0.3% | -6.1% | 0.090% | |
8/10/2023 | Cetera Investment Advisers | 53,031 | $1.68M | 0.0% | +6.1% | 0.240% | |
8/9/2023 | Resolute Advisors LLC | 46,762 | $1.48M | 0.2% | -29.5% | 0.212% | |
8/9/2023 | Sumitomo Mitsui Financial Group Inc. | 79,075 | $2.51M | 0.1% | -12.0% | 0.358% | |
8/8/2023 | Clearwater Capital Advisors LLC | 215,635 | $6.84M | 0.8% | -4.0% | 0.976% | |
8/4/2023 | Parallel Advisors LLC | 5,632 | $179K | 0.0% | -12.0% | 0.025% | |
8/4/2023 | Ceera Investments LLC | 6,801 | $216K | 0.1% | N/A | 0.031% | |
8/3/2023 | CWM LLC | 23,444 | $743K | 0.0% | -24.3% | 0.106% | |