5/16/2025 | Integrated Wealth Concepts LLC | 329,868 | $15.43M | 0.2% | -10.7% | 1.896% | |
5/15/2025 | OLD Mission Capital LLC | 43,671 | $2.04M | 0.0% | -46.4% | 0.251% | |
5/12/2025 | Hirtle Callaghan & Co LLC | 20,964 | $981K | 0.0% | +1.1% | 0.120% | |
5/9/2025 | Kickstand Ventures LLC. | 21,777 | $1.02M | 0.3% | +9.2% | 0.125% | |
5/7/2025 | Frontier Asset Management LLC | 214,848 | $10.05M | 2.9% | -3.3% | 1.235% | |
4/30/2025 | Cornerstone Planning Group LLC | 717 | $33K | 0.0% | N/A | 0.004% | |
4/29/2025 | Strategic Blueprint LLC | 31,971 | $1.50M | 0.1% | -9.4% | 0.184% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 12,165 | $569K | 0.0% | -1.8% | 0.072% | |
4/18/2025 | Financial Freedom LLC | 12,188 | $570K | 0.3% | +3,257.6% | 0.072% | |
4/14/2025 | Farther Finance Advisors LLC | 24,363 | $1.15M | 0.0% | +492.3% | 0.143% | |
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4/3/2025 | First Citizens Financial Corp | 16,071 | $752K | 0.4% | -7.8% | 0.102% | |
2/18/2025 | Novem Group | 7,257 | $328K | 0.0% | N/A | 0.053% | |
2/17/2025 | Captrust Financial Advisors | 26,996 | $1.22M | 0.0% | -5.2% | 0.196% | |
2/17/2025 | Ameriprise Financial Inc. | 620,079 | $28.05M | 0.0% | +39.9% | 4.493% | |
2/14/2025 | Integrated Wealth Concepts LLC | 369,586 | $16.72M | 0.2% | -40.3% | 2.678% | |
2/12/2025 | OLD Mission Capital LLC | 81,520 | $3.69M | 0.1% | +25.2% | 0.591% | |
2/12/2025 | JPMorgan Chase & Co. | 1,320,423 | $59.72M | 0.0% | +56.0% | 9.568% | |
2/10/2025 | Farther Finance Advisors LLC | 4,113 | $186K | 0.0% | -46.7% | 0.030% | |
2/10/2025 | EverSource Wealth Advisors LLC | 2,086 | $94K | 0.0% | +60.5% | 0.015% | |
2/7/2025 | Frontier Asset Management LLC | 222,076 | $10.04M | 3.3% | +107.3% | 1.609% | |
1/29/2025 | Kickstand Ventures LLC. | 19,944 | $902K | 0.2% | -17.0% | 0.145% | |
1/23/2025 | Strategic Blueprint LLC | 35,298 | $1.60M | 0.1% | +162.6% | 0.256% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 12,392 | $560K | 0.0% | N/A | 0.090% | |
1/3/2025 | First Citizens Financial Corp | 17,431 | $788K | 0.4% | +6.8% | 0.126% | |
12/26/2024 | JPMorgan Chase & Co. | 846,378 | $42.14M | 0.0% | +10.3% | 6.133% | |
11/15/2024 | Integrated Wealth Concepts LLC | 619,348 | $30.84M | 0.4% | +28.1% | 4.488% | |
11/14/2024 | Flow Traders U.S. LLC | 79,895 | $3.98M | 0.2% | N/A | 0.579% | |
11/14/2024 | Captrust Financial Advisors | 28,468 | $1.42M | 0.0% | +8.4% | 0.206% | |
10/29/2024 | Farther Finance Advisors LLC | 7,713 | $385K | 0.0% | +15.0% | 0.056% | |
10/25/2024 | Strategic Blueprint LLC | 13,444 | $669K | 0.0% | N/A | 0.097% | |
10/3/2024 | First Citizens Financial Corp | 16,322 | $813K | 0.4% | +6.4% | 0.118% | |
8/14/2024 | EverSource Wealth Advisors LLC | 1,300 | $61K | 0.0% | -29.7% | 0.009% | |
8/8/2024 | Zions Bancorporation N.A. | 646 | $30K | 0.0% | N/A | 0.005% | |
6/11/2024 | EverSource Wealth Advisors LLC | 1,849 | $83K | 0.0% | -26.7% | 0.013% | |
5/31/2024 | First Citizens Financial Corp | 11,515 | $513K | 0.3% | +5.5% | 0.083% | |
5/17/2024 | Comerica Bank | 814 | $36K | 0.0% | +357.3% | 0.006% | |
2/15/2024 | OLD Mission Capital LLC | 189,520 | $8.12M | 0.1% | -22.8% | 1.307% | |
2/13/2024 | Hirtle Callaghan & Co LLC | 25,502 | $1.09M | 0.0% | -5.7% | 0.176% | |
2/9/2024 | EverSource Wealth Advisors LLC | 2,521 | $108K | 0.0% | -10.2% | 0.017% | |
2/8/2024 | Kickstand Ventures LLC. | 27,843 | $1.19M | 0.3% | -17.7% | 0.192% | |
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2/6/2024 | First Horizon Advisors Inc. | 3,969 | $170K | 0.0% | N/A | 0.027% | |
2/5/2024 | Transcend Capital Advisors LLC | 7,611 | $326K | 0.0% | -5.7% | 0.052% | |
1/11/2024 | First Citizens Financial Corp | 10,919 | $468K | 0.3% | -2.2% | 0.075% | |
11/15/2023 | Integrated Wealth Concepts LLC | 672,449 | $27.50M | 0.5% | -3.3% | 4.638% | |
11/4/2023 | EverSource Wealth Advisors LLC | 2,808 | $115K | 0.0% | -34.0% | 0.019% | |
10/24/2023 | Bank of New York Mellon Corp | 49,472 | $2.02M | 0.0% | -5.1% | 0.341% | |
8/11/2023 | JPMorgan Chase & Co. | 945,099 | $39.29M | 0.0% | -1.0% | 6.518% | |
8/10/2023 | Hirtle Callaghan & Co LLC | 27,041 | $1.12M | 0.1% | -7.0% | 0.186% | |
8/9/2023 | Flow Traders U.S. LLC | 159,579 | $6.63M | 0.3% | +2,640.0% | 1.101% | |
8/4/2023 | EverSource Wealth Advisors LLC | 4,253 | $177K | 0.0% | -13.6% | 0.019% | |
8/3/2023 | Bank of New York Mellon Corp | 52,151 | $2.17M | 0.0% | N/A | 0.238% | |
7/7/2023 | First Citizens Financial Corp | 11,218 | $466K | 0.3% | N/A | 0.051% | |
5/11/2023 | EverSource Wealth Advisors LLC | 4,924 | $204K | 0.0% | N/A | 0.024% | |
5/11/2023 | Hirtle Callaghan & Co LLC | 29,071 | $1.21M | 0.1% | -17.9% | 0.144% | |
5/9/2023 | US Bancorp DE | 19,523 | $811K | 0.0% | -4.7% | 0.097% | |
5/5/2023 | Assetmark Inc. | 3,251 | $135K | 0.0% | +63.6% | 0.016% | |
3/6/2023 | OLD Mission Capital LLC | 9,855 | $404K | 0.0% | -91.8% | 0.049% | |
2/14/2023 | Hirtle Callaghan & Co LLC | 35,421 | $1.45M | 0.1% | -41.3% | 0.000% | |
2/13/2023 | Integrated Wealth Concepts LLC | 290,620 | $11.93M | 0.3% | -20.7% | 0.000% | |
2/8/2023 | Okabena Investment Services Inc. | 2,300 | $94K | 0.1% | -52.1% | 0.000% | |
2/8/2023 | Sanford Advisory Services LLC | 10,167 | $417K | 0.1% | N/A | 0.000% | |
11/15/2022 | Flow Traders U.S. LLC | 39,213 | $1.51M | 0.1% | +175.4% | 0.000% | |
11/14/2022 | OLD Mission Capital LLC | 120,193 | $4.62M | 0.1% | +65.8% | 0.000% | |
11/9/2022 | First Horizon Advisors Inc. | 1,453 | $55K | 0.0% | +85.3% | 0.000% | |
11/8/2022 | BTS Asset Management Inc. | 33,691 | $1.18M | 3.7% | N/A | 0.000% | |
11/1/2022 | Coulter & Justus Financial Services LLC | 56,033 | $2.15M | 1.7% | -55.0% | 0.000% | |
10/27/2022 | US Bancorp DE | 3,201 | $123K | 0.0% | N/A | 0.000% | |
10/14/2022 | WASHINGTON TRUST Co | 12,741 | $490K | 0.0% | -40.2% | 0.000% | |
10/7/2022 | Lbmc Investment Advisors LLC | 6,751 | $259K | 0.0% | +21.1% | 0.000% | |
8/13/2022 | Flow Traders U.S. LLC | 14,237 | $611K | 0.0% | +218.6% | 0.000% | |
8/11/2022 | Okabena Investment Services Inc. | 4,800 | $206K | 0.1% | +142.5% | 0.000% | |
8/5/2022 | OLD Mission Capital LLC | 72,483 | $3.11M | 0.1% | +499.1% | 0.000% | |
8/3/2022 | OmniStar Financial Group Inc. | 32,793 | $1.41M | 1.6% | -2.2% | 0.000% | |
8/2/2022 | First Horizon Advisors Inc. | 784 | $33K | 0.0% | N/A | 0.000% | |
7/29/2022 | Coulter & Justus Financial Services LLC | 124,597 | $5.35M | 4.3% | N/A | 0.000% | |
7/19/2022 | Horan Securities Inc. | 1,024 | $43K | 0.0% | +193.4% | 0.000% | |
7/8/2022 | First Citizens Financial Corp | 5,558 | $239K | 0.2% | -13.2% | 0.000% | |
7/7/2022 | Lbmc Investment Advisors LLC | 5,573 | $239K | 0.0% | N/A | 0.000% | |
5/10/2022 | Grant Street Asset Management Inc. | 4,137 | $200K | 0.1% | N/A | 0.000% | |
5/9/2022 | Lansing Street Advisors | 1,453 | $71K | 0.0% | N/A | 0.000% | |
5/5/2022 | OmniStar Financial Group Inc. | 33,546 | $1.62M | 1.6% | +96.3% | 0.000% | |
4/18/2022 | First Citizens Financial Corp | 6,403 | $310K | 0.2% | +32.0% | 0.000% | |
3/25/2022 | Okabena Investment Services Inc. | 1,979 | $101K | 0.0% | N/A | 0.000% | |
1/27/2022 | Ascent Wealth Partners LLC | 5,778 | $295K | 0.1% | N/A | 0.000% | |
11/16/2021 | Captrust Financial Advisors | 22,790 | $1.18M | 0.0% | -27.5% | 0.000% | |
11/15/2021 | Hirtle Callaghan & Co LLC | 5,179 | $267K | 0.0% | N/A | 0.000% | |
11/12/2021 | OLD Mission Capital LLC | 23,109 | $1.19M | 0.0% | +46.4% | 0.000% | |
11/12/2021 | OmniStar Financial Group Inc. | 17,273 | $891K | 1.1% | -13.2% | 0.000% | |
11/9/2021 | First Horizon Advisors Inc. | 2,144 | $108K | 0.0% | +2,483.1% | 0.000% | |
11/9/2021 | WASHINGTON TRUST Co | 21,314 | $1.10M | 0.0% | N/A | 0.000% | |
Trump wipes out trillions overnight… (Ad) Is there anybody more powerful than Donald Trump right now?
In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones…
Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move. Whether you take some of that wealth for yourself depends on if you watch this controversial exposé |
10/14/2021 | First Citizens Financial Corp | 4,724 | $244K | 0.2% | +6.2% | 0.000% | |
8/17/2021 | OmniStar Financial Group Inc. | 19,890 | $1.08M | 1.3% | -1.0% | 0.000% | |
8/16/2021 | Keebeck Wealth Management LLC | 112,372 | $6.09M | 0.9% | -20.0% | 0.000% | |
8/13/2021 | Steward Partners Investment Advisory LLC | 3,653 | $198K | 0.0% | +100.4% | 0.000% | |
8/13/2021 | OLD Mission Capital LLC | 15,787 | $855K | 0.0% | -85.1% | 0.000% | |
8/3/2021 | tru Independence LLC | 1,901 | $103K | 0.0% | N/A | 0.000% | |
7/17/2021 | First Citizens Financial Corp | 4,450 | $241K | 0.2% | N/A | 0.000% | |
5/17/2021 | Captrust Financial Advisors | 30,111 | $1.57M | 0.0% | -4.0% | 0.000% | |