| 5/20/2025 | Focus Partners Wealth | 46,980 | $1.38M | 0.0% | -1.3% | 1.323% | |
| 5/19/2025 | SageView Advisory Group LLC | 49,203 | $1.44M | 0.1% | +75.1% | 1.386% | |
| 5/16/2025 | NewEdge Advisors LLC | 13,450 | $394K | 0.0% | -9.9% | 0.379% | |
| 5/15/2025 | OLD Mission Capital LLC | 37,445 | $1.10M | 0.0% | N/A | 1.055% | |
| 5/14/2025 | Kestra Advisory Services LLC | 28,045 | $821K | 0.0% | -38.5% | 0.790% | |
| 5/14/2025 | Capital Analysts LLC | 10,473 | $307K | 0.0% | +49.3% | 0.295% | |
| 5/14/2025 | Tradition Wealth Management LLC | 31,128 | $911K | 0.1% | -4.2% | 0.877% | |
| 5/13/2025 | Leigh Baldwin & CO. LLC | 7,900 | $231K | 0.2% | -20.2% | 0.223% | |
| 5/13/2025 | Compass Advisory Group LLC | 20,677 | $605K | 0.2% | -4.0% | 0.582% | |
| 5/13/2025 | Long Island Wealth Management Inc. | 19,386 | $567K | 0.3% | -46.1% | 0.546% | |
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| 5/12/2025 | Red Crane Wealth Management LLC | 70,700 | $2.07M | 2.0% | -0.9% | 1.992% | |
| 5/8/2025 | FSA Advisors Inc. | 10,602 | $310K | 0.2% | +22.7% | 0.299% | |
| 5/6/2025 | Cetera Investment Advisers | 95,825 | $2.81M | 0.0% | -73.3% | 2.699% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 26,300 | $770K | 0.0% | -6.9% | 0.741% | |
| 5/5/2025 | Blue Bell Private Wealth Management LLC | 37,928 | $1.11M | 0.2% | +3.5% | 1.068% | |
| 5/2/2025 | Acas LLC | 15,053 | $437K | 0.3% | -4.3% | 0.418% | |
| 5/2/2025 | Sigma Planning Corp | 13,687 | $401K | 0.0% | -20.1% | 0.380% | |
| 5/1/2025 | CWM LLC | 35,587 | $1.04M | 0.0% | +3.5% | 0.989% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 26,732 | $782K | 0.0% | +3.3% | 0.743% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 13,747 | $402K | 0.1% | +7.7% | 0.382% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 87,563 | $2.56M | 0.0% | -3.2% | 2.432% | |
| 4/28/2025 | Global Strategic Investment Solutions LLC | 99,780 | $2.92M | 0.3% | -9.6% | 2.772% | |
| 4/28/2025 | Elmwood Wealth Management Inc. | 7,600 | $222K | 0.1% | -7.3% | 0.211% | |
| 4/24/2025 | Sunbelt Securities Inc. | 22,540 | $660K | 0.1% | -2.8% | 0.626% | |
| 4/23/2025 | Retirement Guys Formula LLC | 18,703 | $547K | 0.3% | N/A | 0.520% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 36,725 | $1.08M | 0.0% | -1.9% | 1.020% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 46,355 | $1.36M | 0.5% | -2.2% | 1.288% | |
| 4/15/2025 | Noble Wealth Management PBC | 1,500 | $44K | 0.0% | N/A | 0.042% | |
| 4/14/2025 | BCS Wealth Management | 13,398 | $392K | 0.1% | -4.7% | 0.372% | |
| 4/10/2025 | Maltin Wealth Management Inc. | 23,670 | $693K | 0.3% | N/A | 0.648% | |
| 4/9/2025 | Fragasso Financial Advisors Inc | 18,881 | $553K | 0.0% | -50.6% | 0.517% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 12,762 | $390K | 0.1% | N/A | 0.338% | |
| 2/25/2025 | Leigh Baldwin & CO. LLC | 9,900 | $303K | 0.2% | N/A | 0.262% | |
| 2/19/2025 | ARQ Wealth Advisors LLC | 7,559 | $231K | 0.1% | N/A | 0.200% | |
| 2/18/2025 | First Heartland Consultants Inc. | 13,614 | $416K | 0.0% | +4.5% | 0.442% | |
| 2/17/2025 | Wolverine Trading LLC | 13,314 | $407K | 0.0% | N/A | 0.432% | |
| 2/17/2025 | Focus Partners Wealth | 47,580 | $1.46M | 0.0% | -2.1% | 1.545% | |
| 2/17/2025 | Diligent Investors LLC | 13,306 | $407K | 0.1% | -4.2% | 0.432% | |
| 2/17/2025 | CoreCap Advisors LLC | 4,467 | $137K | 0.0% | -33.0% | 0.145% | |
| 2/17/2025 | Cetera Investment Advisers | 359,160 | $10.98M | 0.0% | +376.3% | 11.661% | |
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| 2/17/2025 | Citadel Advisors LLC | 8,082 | $247K | 0.0% | -54.1% | 0.262% | |
| 2/14/2025 | Jane Street Group LLC | 10,383 | $317K | 0.0% | N/A | 0.337% | |
| 2/14/2025 | Bellwether Advisors LLC | 4,110 | $126K | 0.0% | N/A | 0.133% | |
| 2/14/2025 | Berger Financial Group Inc | 10,601 | $324K | 0.0% | +36.9% | 0.344% | |
| 2/14/2025 | Capital Analysts LLC | 7,016 | $214K | 0.0% | +10.5% | 0.228% | |
| 2/14/2025 | Tradition Wealth Management LLC | 32,478 | $993K | 0.1% | -2.0% | 1.054% | |
| 2/13/2025 | First Commonwealth Financial Corp PA | 10,536 | $322K | 0.1% | +9.2% | 0.342% | |
| 2/13/2025 | NewEdge Advisors LLC | 14,925 | $456K | 0.0% | +2.3% | 0.485% | |
| 2/13/2025 | SageView Advisory Group LLC | 28,105 | $859K | 0.0% | N/A | 0.913% | |
| 2/13/2025 | Raymond James Financial Inc. | 44,644 | $1.37M | 0.0% | N/A | 1.449% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 90,425 | $2.76M | 0.0% | +23.8% | 2.936% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 6,983 | $214K | 0.0% | N/A | 0.227% | |
| 2/12/2025 | Bullseye Investment Management LLC | 15,022 | $459K | 0.3% | -85.5% | 0.488% | |
| 2/12/2025 | JPMorgan Chase & Co. | 6,623 | $202K | 0.0% | -66.8% | 0.215% | |
| 2/11/2025 | LPL Financial LLC | 34,218 | $1.05M | 0.0% | +4.7% | 1.111% | |
| 2/11/2025 | Atlantic Private Wealth LLC | 2,479 | $76K | 0.1% | N/A | 0.080% | |
| 2/10/2025 | Harbour Investments Inc. | 7,424 | $227K | 0.0% | +152.2% | 0.241% | |
| 2/10/2025 | Valtinson Bruner Financial Planning LLC | 122,110 | $3.73M | 1.3% | -5.3% | 3.965% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 110,467 | $3.38M | 0.0% | +27.7% | 3.587% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 28,256 | $864K | 0.0% | +6.5% | 0.917% | |
| 2/7/2025 | HighTower Advisors LLC | 42,801 | $1.31M | 0.0% | +122.1% | 1.390% | |
| 2/7/2025 | Acas LLC | 15,723 | $492K | 0.4% | +32.4% | 0.510% | |
| 2/7/2025 | Blue Bell Private Wealth Management LLC | 36,628 | $1.12M | 0.2% | +5.3% | 1.189% | |
| 2/6/2025 | Raymond James Financial Inc. | 44,644 | $1.37M | 0.0% | N/A | 1.449% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 4,354 | $133K | 0.0% | +82.4% | 0.141% | |
| 2/6/2025 | Global Strategic Investment Solutions LLC | 110,353 | $3.37M | 0.4% | -7.2% | 3.583% | |
| 2/5/2025 | Cape Investment Advisory Inc. | 19,750 | $604K | 0.2% | +12.9% | 0.641% | |
| 2/5/2025 | Compass Financial Group Inc. | 253,727 | $7.76M | 3.7% | -2.4% | 8.238% | |
| 2/5/2025 | Whipplewood Advisors LLC | 19,172 | $586K | 0.3% | N/A | 0.622% | |
| 2/5/2025 | Corrado Advisors LLC | 23,312 | $713K | 0.5% | N/A | 0.757% | |
| 2/5/2025 | Red Crane Wealth Management LLC | 71,349 | $2.18M | 2.1% | N/A | 2.317% | |
| 2/4/2025 | IFP Advisors Inc | 12,632 | $386K | 0.0% | +100.1% | 0.410% | |
| 2/4/2025 | WealthShield Partners LLC | 3,250 | $99K | 0.0% | N/A | 0.106% | |
| 2/4/2025 | Forvis Mazars Wealth Advisors LLC | 25,203 | $770K | 0.0% | -34.6% | 0.818% | |
| 2/3/2025 | Sigma Planning Corp | 17,131 | $524K | 0.0% | N/A | 0.556% | |
| 2/3/2025 | Wealth Alliance | 19,419 | $594K | 0.1% | +42.7% | 0.630% | |
| 1/31/2025 | Truist Financial Corp | 87,971 | $2.69M | 0.0% | +7.3% | 2.856% | |
| 1/30/2025 | Principal Securities Inc. | 8,451 | $258K | 0.0% | +17.8% | 0.274% | |
| 1/30/2025 | DHJJ Financial Advisors Ltd. | 47,400 | $1.45M | 0.6% | -1.9% | 1.539% | |
| 1/29/2025 | Stonebridge Financial Group LLC | 4,216 | $129K | 0.0% | N/A | 0.137% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 35,971 | $1.10M | 0.0% | N/A | 1.168% | |
| 1/27/2025 | Stratos Wealth Advisors LLC | 41,022 | $1.25M | 0.1% | +3.0% | 1.332% | |
| 1/27/2025 | PFS Partners LLC | 2,614 | $80K | 0.0% | N/A | 0.085% | |
| 1/24/2025 | Vantage Point Financial LLC | 9,024 | $276K | 0.1% | N/A | 0.293% | |
| 1/24/2025 | U.S. Capital Wealth Advisors LLC | 25,884 | $791K | 0.0% | +5.3% | 0.840% | |
| 1/23/2025 | FSA Advisors Inc. | 8,640 | $262K | 0.3% | -5.3% | 0.281% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 880 | $27K | 0.0% | +1,366.7% | 0.029% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 24,540 | $750K | 0.0% | N/A | 0.797% | |
| 1/16/2025 | Diversify Advisory Services LLC | 9,295 | $282K | 0.0% | -17.7% | 0.302% | |
| 1/13/2025 | BCS Wealth Management | 14,062 | $430K | 0.1% | +6.2% | 0.457% | |
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 |
| 1/13/2025 | Elmwood Wealth Management Inc. | 8,200 | $251K | 0.1% | +17.1% | 0.266% | |
| 1/13/2025 | Fragasso Financial Advisors Inc | 38,247 | $1.17M | 0.1% | +33.3% | 1.242% | |
| 1/13/2025 | Brookstone Capital Management | 17,395 | $532K | 0.0% | -4.3% | 0.565% | |
| 1/10/2025 | Sugarloaf Wealth Management LLC | 13,743 | $420K | 0.1% | +150.8% | 0.446% | |
| 12/26/2024 | JPMorgan Chase & Co. | 19,961 | $606K | 0.0% | N/A | 0.648% | |
| 11/18/2024 | Sunbelt Securities Inc. | 22,926 | $696K | 0.1% | -2.5% | 0.744% | |
| 11/15/2024 | Continuum Advisory LLC | 985 | $31K | 0.0% | N/A | 0.032% | |
| 11/14/2024 | Tradition Wealth Management LLC | 33,141 | $1.01M | 0.1% | -1.8% | 1.076% | |
| 11/13/2024 | Townsquare Capital LLC | 8,343 | $253K | 0.0% | -3.9% | 0.271% | |
| 11/6/2024 | Valtinson Bruner Financial Planning LLC | 128,949 | $3.92M | 1.4% | -0.6% | 4.187% | |
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