| 5/16/2025 | Signature Estate & Investment Advisors LLC | 3,194 | $405K | 0.0% | +18.3% | 0.153% | |
| 5/16/2025 | NewEdge Advisors LLC | 69,505 | $8.81M | 0.1% | +1.6% | 3.326% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 1,975 | $250K | 0.0% | N/A | 0.094% | |
| 5/15/2025 | Royal Bank of Canada | 8,811 | $1.12M | 0.0% | -1.9% | 0.422% | |
| 5/15/2025 | Titleist Asset Management LLC | 32,014 | $4.06M | 0.5% | +45.4% | 1.532% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,506 | $191K | 0.0% | N/A | 0.072% | |
| 5/14/2025 | Caitlin John LLC | 3,690 | $468K | 0.5% | -20.3% | 0.177% | |
| 5/13/2025 | Compass Financial Group INC SD | 9,969 | $1.26M | 0.2% | -8.3% | 0.477% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 13,103 | $1.66M | 0.0% | N/A | 0.682% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 133,637 | $16.94M | 0.3% | +32.1% | 6.960% | |
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| 5/7/2025 | LPL Financial LLC | 33,365 | $4.23M | 0.0% | +62.8% | 1.738% | |
| 5/6/2025 | Cetera Investment Advisers | 3,606 | $457K | 0.0% | N/A | 0.188% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 13,359 | $1.69M | 0.0% | -1.1% | 0.696% | |
| 5/6/2025 | Advisor OS LLC | 4,187 | $531K | 0.1% | N/A | 0.218% | |
| 5/2/2025 | Apollon Financial LLC | 1,865 | $236K | 0.1% | N/A | 0.097% | |
| 4/30/2025 | MJP Associates Inc. ADV | 4,187 | $531K | 0.1% | N/A | 0.218% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 4,993 | $633K | 0.0% | -21.0% | 0.260% | |
| 4/28/2025 | Physician Wealth Advisors Inc. | 270 | $34K | 0.0% | N/A | 0.014% | |
| 4/23/2025 | Independence Asset Advisors LLC | 20,815 | $2.64M | 8.6% | +283.7% | 1.084% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 2,948 | $374K | 0.0% | +13.9% | 0.154% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 28,497 | $3.61M | 0.0% | +8.8% | 1.484% | |
| 4/21/2025 | L.M. Kohn & Company | 3,906 | $495K | 0.1% | N/A | 0.203% | |
| 4/21/2025 | Martin Worley Group | 65,624 | $8.32M | 4.7% | +13.2% | 3.418% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 12,816 | $1.62M | 0.0% | N/A | 0.668% | |
| 4/14/2025 | Tanglewood Wealth Management Inc. | 201,853 | $25.58M | 2.9% | N/A | 10.568% | |
| 4/14/2025 | UMB Bank n.a. | 34,312 | $4.35M | 0.1% | -3.9% | 1.796% | |
| 4/9/2025 | Anderson Hoagland & Co. | 178,112 | $22.57M | 2.8% | -0.7% | 9.325% | |
| 4/8/2025 | Parallel Advisors LLC | 3,465 | $439K | 0.0% | +148.4% | 0.181% | |
| 2/14/2025 | Jane Street Group LLC | 3,330 | $401K | 0.0% | +76.3% | 0.345% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 278 | $34K | 0.0% | N/A | 0.029% | |
| 2/13/2025 | Keystone Financial Group | 8,934 | $1.08M | 0.1% | N/A | 0.926% | |
| 2/13/2025 | Glass Jacobson Investment Advisors llc | 8,284 | $998K | 0.3% | +402.4% | 0.858% | |
| 2/13/2025 | Bank of Montreal Can | 1,438 | $173K | 0.0% | +141.3% | 0.149% | |
| 2/13/2025 | Titleist Asset Management LLC | 22,020 | $2.65M | 0.3% | N/A | 2.282% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 6,317 | $761K | 0.0% | +10.8% | 0.655% | |
| 2/13/2025 | Smith Moore & CO. | 5,029 | $606K | 0.1% | N/A | 0.521% | |
| 2/12/2025 | Martin Worley Group | 57,993 | $6.99M | 4.4% | N/A | 6.010% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 8,448 | $1.02M | 0.0% | +165.0% | 0.875% | |
| 2/11/2025 | Signature Estate & Investment Advisors LLC | 2,700 | $325K | 0.0% | +38.3% | 0.280% | |
| 2/11/2025 | LPL Financial LLC | 20,491 | $2.47M | 0.0% | -47.0% | 2.123% | |
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| 2/10/2025 | Commonwealth Equity Services LLC | 24,470 | $2.95M | 0.0% | +404.6% | 2.536% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 13,510 | $1.63M | 0.0% | +9.4% | 1.400% | |
| 2/5/2025 | Parkside Financial Bank & Trust | 3,134 | $378K | 0.0% | +41.2% | 0.325% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 1,811 | $218K | 0.0% | N/A | 0.188% | |
| 1/30/2025 | Compass Financial Group INC SD | 10,873 | $1.31M | 0.2% | -2.6% | 1.127% | |
| 1/28/2025 | Independence Asset Advisors LLC | 5,425 | $654K | 3.0% | N/A | 0.562% | |
| 1/27/2025 | Caitlin John LLC | 4,632 | $558K | 0.4% | -6.5% | 0.480% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 101,199 | $12.20M | 0.2% | +7.0% | 10.487% | |
| 1/21/2025 | Anderson Hoagland & Co. | 179,328 | $22.01M | 2.3% | -2.9% | 18.583% | |
| 1/21/2025 | Flagship Harbor Advisors LLC | 2,589 | $312K | 0.0% | +43.2% | 0.268% | |
| 11/15/2024 | Glass Jacobson Investment Advisors llc | 1,649 | $200K | 0.1% | +12.3% | 0.171% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 3,188 | $388K | 0.0% | N/A | 0.330% | |
| 11/15/2024 | National Bank of Canada FI | 415 | $50K | 0.0% | +66.0% | 0.043% | |
| 11/15/2024 | Jane Street Group LLC | 1,889 | $230K | 0.0% | N/A | 0.196% | |
| 11/13/2024 | D.A. Davidson & CO. | 3,590 | $437K | 0.0% | -4.6% | 0.372% | |
| 11/7/2024 | Pathstone Holdings LLC | 12,390 | $1.51M | 0.0% | -8.3% | 1.284% | |
| 11/6/2024 | Signature Estate & Investment Advisors LLC | 1,952 | $237K | 0.0% | N/A | 0.202% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 94,550 | $11.50M | 0.2% | +67.1% | 9.798% | |
| 10/9/2024 | UMB Bank n.a. | 35,764 | $4.35M | 0.1% | +3.1% | 3.706% | |
| 10/8/2024 | Anderson Hoagland & Co. | 184,593 | $22.38M | 2.3% | -0.8% | 19.129% | |
| 8/16/2024 | NewEdge Advisors LLC | 55,490 | $6.31M | 0.0% | N/A | 5.750% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 284 | $34K | 0.0% | N/A | 0.029% | |
| 8/12/2024 | Glass Jacobson Investment Advisors llc | 1,468 | $167K | 0.1% | +119.8% | 0.152% | |
| 8/5/2024 | Parkside Financial Bank & Trust | 2,220 | $252K | 0.0% | +4.1% | 0.230% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 56,597 | $6.43M | 0.2% | +5.3% | 5.865% | |
| 8/1/2024 | Interchange Capital Partners LLC | 5,556 | $631K | 0.2% | N/A | 0.576% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 3,903 | $444K | 0.0% | -2.7% | 0.404% | |
| 7/24/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 1,901 | $216K | 0.1% | -5.2% | 0.197% | |
| 7/10/2024 | Compass Financial Group INC SD | 11,360 | $1.29M | 0.3% | -1.9% | 1.177% | |
| 7/10/2024 | Anderson Hoagland & Co. | 185,993 | $21.08M | 2.2% | +4.9% | 19.274% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 11,250 | $1.26M | 0.0% | -76.1% | 1.166% | |
| 4/26/2024 | UMB Bank n.a. | 34,677 | $3.88M | 0.1% | -1.5% | 3.593% | |
| 4/18/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 2,006 | $224K | 0.1% | -5.0% | 0.208% | |
| 4/12/2024 | Anderson Hoagland & Co. | 177,224 | $19.29M | 2.2% | +1.9% | 20.371% | |
| 4/10/2024 | Compass Financial Group INC SD | 11,582 | $1.30M | 0.3% | -5.1% | 1.331% | |
| 4/9/2024 | Destiny Wealth Partners LLC | 75,931 | $8.50M | 1.5% | -12.5% | 8.728% | |
| 2/12/2024 | Parallel Advisors LLC | 3,700 | $387K | 0.0% | -11.0% | 0.425% | |
| 2/9/2024 | Keystone Financial Group | 7,253 | $759K | 0.1% | +12.4% | 0.834% | |
| 2/8/2024 | Foundations Investment Advisors LLC | 50,575 | $5.40M | 0.1% | -11.5% | 5.813% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 47,145 | $4.93M | 0.0% | +1.6% | 5.419% | |
| 2/6/2024 | Spire Wealth Management | 1,058 | $112K | 0.0% | -46.6% | 0.122% | |
| 1/25/2024 | International Assets Investment Management LLC | 26,160 | $2.74M | 0.0% | +10,364.0% | 3.007% | |
| 1/24/2024 | International Assets Investment Management LLC | 26,160 | $2.74M | 0.0% | +10,364.0% | 3.007% | |
| 1/23/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 2,111 | $221K | 0.1% | -4.4% | 0.243% | |
| 1/23/2024 | UMB Bank n.a. | 35,211 | $3.68M | 0.1% | -0.5% | 4.047% | |
| 1/22/2024 | Glass Jacobson Investment Advisors llc | 1,387 | $145K | 0.1% | +706.4% | 0.159% | |
| 1/19/2024 | Destiny Wealth Partners LLC | 86,762 | $9.04M | 1.7% | +7.0% | 9.973% | |
| 1/17/2024 | Anderson Hoagland & Co. | 173,919 | $18.16M | 2.2% | -0.8% | 19.991% | |
| 1/8/2024 | Compass Financial Group INC SD | 12,207 | $1.28M | 0.3% | -23.4% | 1.403% | |
| 11/9/2023 | UBS Group AG | 26,066 | $2.51M | 0.0% | -2.8% | 2.996% | |
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 |
| 11/8/2023 | Milestone Advisory Partners | 40,768 | $3.92M | 2.5% | N/A | 4.686% | |
| 11/8/2023 | Spire Wealth Management | 1,981 | $190K | 0.0% | +15.5% | 0.228% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 46,419 | $4.46M | 0.0% | +11.5% | 5.336% | |
| 11/6/2023 | Keystone Financial Group | 6,453 | $621K | 0.1% | +50.1% | 0.742% | |
| 10/31/2023 | Sharkey Howes & Javer | 5,569 | $536K | 0.1% | +14.8% | 0.640% | |
| 10/26/2023 | Graypoint LLC | 2,285 | $220K | 0.0% | N/A | 0.263% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 4,546 | $437K | 0.0% | -12.5% | 0.523% | |
| 10/18/2023 | UMB Bank n.a. | 35,371 | $3.40M | 0.1% | -44.0% | 4.066% | |
| 10/17/2023 | Leonard Rickey Investment Advisors P.L.L.C. | 2,208 | $212K | 0.1% | N/A | 0.254% | |
| 10/12/2023 | IFP Advisors Inc | 809 | $78K | 0.0% | -60.0% | 0.093% | |
