| 8/1/2025 | Envestnet Asset Management Inc. | 50,398 | $1.82M | 0.0% | +5.5% | 0.345% | |
| 7/31/2025 | Opus Capital Group LLC | 146,180 | $5.28M | 0.6% | -1.9% | 1.001% | |
| 7/30/2025 | Caliber Wealth Management LLC KS | 48,661 | $1.76M | 0.2% | -14.3% | 0.333% | |
| 7/29/2025 | Foster & Motley Inc. | 1,078,918 | $38.97M | 2.3% | +1.1% | 7.390% | |
| 7/28/2025 | Mutual Advisors LLC | 5,640 | $210K | 0.0% | N/A | 0.039% | |
| 7/25/2025 | GW Henssler & Associates Ltd. | 26,693 | $964K | 0.1% | +7.7% | 0.183% | |
| 7/23/2025 | Ignite Planners LLC | 119,245 | $4.35M | 0.6% | +0.9% | 0.817% | |
| 7/23/2025 | TriaGen Wealth Management LLC | 234,876 | $8.48M | 2.6% | +8.1% | 1.609% | |
| 7/22/2025 | DAVENPORT & Co LLC | 33,996 | $1.23M | 0.0% | +5.4% | 0.233% | |
| 7/22/2025 | MBL Wealth LLC | 12,275 | $443K | 0.0% | -44.4% | 0.084% | |
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| 7/18/2025 | Warren Street Wealth Advisors LLC | 175,771 | $6.35M | 2.1% | +8.1% | 1.204% | |
| 7/17/2025 | LexAurum Advisors LLC | 58,193 | $2.10M | 0.3% | +2.3% | 0.399% | |
| 7/17/2025 | Smith Anglin Financial LLC | 1,171,057 | $42.30M | 3.8% | -51.4% | 8.021% | |
| 7/17/2025 | Fifth Third Securities Inc. | 67,013 | $2.42M | 0.2% | +15.0% | 0.459% | |
| 7/17/2025 | Independence Bank of Kentucky | 900 | $33K | 0.0% | N/A | 0.006% | |
| 7/15/2025 | Accurate Wealth Management LLC | 58,961 | $2.14M | 0.3% | +1.7% | 0.404% | |
| 7/15/2025 | Oregon Pacific Wealth Management LLC | 36,961 | $1.34M | 1.3% | -6.1% | 0.253% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,029 | $37K | 0.0% | -24.1% | 0.007% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 258,736 | $9.55M | 0.0% | -6.2% | 1.772% | |
| 7/10/2025 | Focus Financial Network Inc. | 10,703 | $387K | 0.0% | +17.2% | 0.073% | |
| 7/9/2025 | Fermata Advisors LLC | 70,781 | $2.56M | 0.7% | +4.0% | 0.485% | |
| 5/21/2025 | MBL Wealth LLC | 22,072 | $701K | 0.1% | -52.6% | 0.143% | |
| 5/19/2025 | Jane Street Group LLC | 33,467 | $1.06M | 0.0% | -56.7% | 0.217% | |
| 5/16/2025 | NewEdge Advisors LLC | 733,924 | $23.30M | 0.1% | +1.9% | 4.750% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 239,537 | $7.61M | 0.1% | +4.6% | 1.550% | |
| 5/16/2025 | Aprio Wealth Management LLC | 47,013 | $1.49M | 0.2% | +20.5% | 0.304% | |
| 5/15/2025 | GW Henssler & Associates Ltd. | 24,778 | $787K | 0.0% | +108.9% | 0.160% | |
| 5/15/2025 | Royal Bank of Canada | 34,293 | $1.09M | 0.0% | -4.9% | 0.222% | |
| 5/15/2025 | Betterment LLC | 28,364 | $901K | 0.0% | -2.4% | 0.184% | |
| 5/15/2025 | OLD Mission Capital LLC | 36,731 | $1.17M | 0.0% | -72.5% | 0.238% | |
| 5/14/2025 | Napa Wealth Management | 74,355 | $2.36M | 1.3% | +94.1% | 0.481% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 383,535 | $12.18M | 0.0% | +19.7% | 2.482% | |
| 5/14/2025 | Lionsbridge Wealth Management LLC | 9,667 | $307K | 0.3% | -12.0% | 0.063% | |
| 5/13/2025 | TriaGen Wealth Management LLC | 217,226 | $6.90M | 2.4% | +3.2% | 1.406% | |
| 5/13/2025 | Raymond James Financial Inc. | 658,061 | $20.89M | 0.0% | +12.8% | 4.259% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 76,168 | $2.42M | 0.2% | +8.9% | 0.493% | |
| 5/12/2025 | Measured Wealth Private Client Group LLC | 34,848 | $1.11M | 0.4% | +5.0% | 0.226% | |
| 5/12/2025 | Townsquare Capital LLC | 161,306 | $5.12M | 0.1% | +8.9% | 1.044% | |
| 5/8/2025 | Foster & Motley Inc. | 1,067,465 | $33.89M | 2.1% | +7.7% | 6.909% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 10,368 | $329K | 0.0% | +7.8% | 0.067% | |
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| 5/7/2025 | LPL Financial LLC | 531,033 | $16.86M | 0.0% | +3.0% | 3.437% | |
| 5/7/2025 | Intellus Advisors LLC | 55,500 | $1.76M | 0.3% | +4.5% | 0.359% | |
| 5/7/2025 | Caliber Wealth Management LLC KS | 56,799 | $1.80M | 0.2% | N/A | 0.368% | |
| 5/6/2025 | Cetera Investment Advisers | 302,101 | $9.59M | 0.0% | +3.9% | 1.955% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 7,687 | $244K | 0.0% | -4.1% | 0.050% | |
| 5/6/2025 | Lifeworks Advisors LLC | 13,008 | $413K | 0.1% | -50.4% | 0.084% | |
| 5/6/2025 | AE Wealth Management LLC | 24,098 | $765K | 0.0% | +3.8% | 0.156% | |
| 5/6/2025 | Ignite Planners LLC | 118,180 | $3.73M | 0.7% | -9.3% | 0.765% | |
| 5/5/2025 | Formidable Asset Management LLC | 23,211 | $737K | 0.1% | -12.6% | 0.150% | |
| 5/5/2025 | Private Advisor Group LLC | 210,431 | $6.68M | 0.0% | +4.0% | 1.362% | |
| 5/2/2025 | Sigma Planning Corp | 38,305 | $1.22M | 0.0% | +6.7% | 0.248% | |
| 5/1/2025 | Fifth Third Securities Inc. | 58,261 | $1.85M | 0.2% | +3.6% | 0.377% | |
| 5/1/2025 | Kesler Norman & Wride LLC | 50,915 | $1.62M | 0.3% | +11.6% | 0.330% | |
| 4/30/2025 | Opus Capital Group LLC | 148,937 | $4.73M | 0.6% | -1.0% | 0.964% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 47,750 | $1.52M | 0.0% | -71.4% | 0.309% | |
| 4/29/2025 | CoreFirst Bank & Trust | 20,080 | $638K | 0.4% | +6.8% | 0.130% | |
| 4/29/2025 | ALM First Financial Advisors LLC | 393,249 | $12.49M | 2.7% | +8.9% | 2.545% | |
| 4/28/2025 | Clarity Capital Partners LLC | 10,018 | $318K | 0.1% | -7.1% | 0.065% | |
| 4/28/2025 | Oregon Pacific Wealth Management LLC | 39,376 | $1.25M | 1.2% | +13.7% | 0.255% | |
| 4/28/2025 | DAVENPORT & Co LLC | 32,261 | $1.02M | 0.0% | +28.0% | 0.209% | |
| 4/23/2025 | EQ Wealth Advisors LLC | 1,269 | $40K | 0.0% | N/A | 0.008% | |
| 4/21/2025 | United Advisor Group LLC | 79,790 | $2.53M | 0.5% | +6.4% | 0.508% | |
| 4/18/2025 | Optivise Advisory Services LLC | 18,123 | $575K | 0.3% | +7.5% | 0.115% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 7,155 | $227K | 0.0% | -10.3% | 0.046% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 37,038 | $1.18M | 0.0% | +2.8% | 0.236% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 275,806 | $8.76M | 0.0% | -1.7% | 1.757% | |
| 4/15/2025 | Focus Financial Network Inc. | 9,135 | $290K | 0.0% | +39.8% | 0.058% | |
| 4/15/2025 | Accurate Wealth Management LLC | 57,993 | $1.74M | 0.3% | +398.0% | 0.369% | |
| 4/14/2025 | Farther Finance Advisors LLC | 1,356 | $43K | 0.0% | -30.1% | 0.009% | |
| 4/14/2025 | LexAurum Advisors LLC | 56,883 | $1.81M | 0.3% | +5.0% | 0.362% | |
| 4/10/2025 | Warren Street Wealth Advisors LLC | 162,556 | $5.16M | 2.0% | +8.3% | 1.035% | |
| 4/10/2025 | Smith Anglin Financial LLC | 2,407,985 | $76.45M | 8.1% | +14.2% | 15.337% | |
| 4/9/2025 | NBC Securities Inc. | 4,589 | $145K | 0.0% | +114,625.0% | 0.029% | |
| 4/8/2025 | Rothschild Investment LLC | 129,474 | $4.11M | 0.3% | +0.8% | 0.825% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 280,522 | $8.78M | 0.0% | +625.5% | 1.858% | |
| 2/24/2025 | United Advisor Group LLC | 74,974 | $2.35M | 0.5% | +26.2% | 0.724% | |
| 2/19/2025 | Formidable Asset Management LLC | 26,564 | $832K | 0.1% | -18.7% | 0.257% | |
| 2/18/2025 | Western Wealth Management LLC | 43,298 | $1.36M | 0.4% | -4.6% | 0.418% | |
| 2/18/2025 | CSS LLC IL | 29,114 | $912K | 0.0% | +7.9% | 0.281% | |
| 2/17/2025 | Napa Wealth Management | 38,298 | $1.20M | 0.5% | N/A | 0.370% | |
| 2/17/2025 | Cetera Investment Advisers | 290,894 | $9.11M | 0.0% | +40.0% | 2.811% | |
| 2/17/2025 | Citadel Advisors LLC | 26,037 | $815K | 0.0% | N/A | 0.252% | |
| 2/17/2025 | Bank of America Corp DE | 87,562 | $2.74M | 0.0% | +170.5% | 0.846% | |
| 2/14/2025 | Jane Street Group LLC | 77,347 | $2.42M | 0.0% | N/A | 0.747% | |
| 2/14/2025 | Comerica Bank | 1,902 | $60K | 0.0% | +1,168.0% | 0.018% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 228,906 | $7.17M | 0.1% | +20.3% | 2.212% | |
| 2/14/2025 | Optivise Advisory Services LLC | 16,862 | $528K | 0.3% | +4.9% | 0.163% | |
| 2/14/2025 | MML Investors Services LLC | 145,467 | $4.56M | 0.0% | -2.8% | 1.405% | |
| 2/13/2025 | NewEdge Advisors LLC | 720,272 | $22.55M | 0.1% | +1.4% | 6.959% | |
| 2/13/2025 | Savvy Advisors Inc. | 33,493 | $1.05M | 0.1% | +3.4% | 0.324% | |
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 |
| 2/13/2025 | Townsquare Capital LLC | 148,126 | $4.64M | 0.1% | +24.7% | 1.431% | |
| 2/13/2025 | Raymond James Financial Inc. | 583,136 | $18.26M | 0.0% | N/A | 5.634% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 167,194 | $5.24M | 0.0% | -15.9% | 1.615% | |
| 2/12/2025 | Kesler Norman & Wride LLC | 45,623 | $1.43M | 0.3% | -65.6% | 0.441% | |
| 2/12/2025 | OLD Mission Capital LLC | 133,341 | $4.18M | 0.1% | +110.7% | 1.288% | |
| 2/11/2025 | CoreFirst Bank & Trust | 18,810 | $589K | 0.4% | N/A | 0.182% | |
| 2/11/2025 | LPL Financial LLC | 515,399 | $16.14M | 0.0% | +43.5% | 4.980% | |
| 2/11/2025 | Intellus Advisors LLC | 53,095 | $1.66M | 0.3% | N/A | 0.513% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 74,858 | $2.34M | 0.0% | +160.4% | 0.723% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 8,014 | $251K | 0.0% | N/A | 0.077% | |
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