4/30/2025 | Robeco Schweiz AG | 1,500 | $251K | 0.0% | -96.8% | 0.000% | |
4/30/2025 | Seamount Financial Group Inc. | 7,058 | $1.18M | 0.8% | +2.3% | 0.000% | |
4/30/2025 | Genus Capital Management Inc. | 8,935 | $1.50M | 0.2% | -113.1% | 0.000% | |
4/30/2025 | Mar Vista Investment Partners LLC | 216,554 | $36.26M | 3.0% | -17.7% | 0.005% | |
4/30/2025 | Joseph Group Capital Management | 19,035 | $3.19M | 1.2% | +7.0% | 0.000% | |
4/30/2025 | Burford Brothers Inc. | 1,330 | $223K | 0.1% | +14.6% | 0.000% | |
4/30/2025 | Vestia Personal Wealth Advisors | 1,988 | $333K | 0.3% | -18.6% | 0.000% | |
4/30/2025 | State of Michigan Retirement System | 1,904,560 | $318.88M | 1.8% | +9.4% | 0.041% | |
4/30/2025 | MJP Associates Inc. ADV | 6,401 | $1.07M | 0.2% | +2.5% | 0.000% | |
4/30/2025 | Bernardo Wealth Planning LLC | 3,518 | $589K | 0.1% | +51.5% | 0.000% | |
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4/30/2025 | Cerity Partners LLC | 2,857,017 | $478.35M | 1.0% | +49.7% | 0.061% | |
4/30/2025 | Alan B Lancz & Associates Inc. | 1,850 | $310K | 0.3% | -5.1% | 0.000% | |
4/30/2025 | Cornerstone Investment Partners LLC | 465,285 | $77.90M | 3.8% | -12.0% | 0.010% | |
4/30/2025 | Hunter Associates Investment Management LLC | 55,803 | $9.34M | 1.4% | -1.0% | 0.001% | |
4/30/2025 | Correct Capital Wealth Management | 8,504 | $1.42M | 0.2% | -3.6% | 0.000% | |
4/30/2025 | Astra Wealth Partners LLC | 1,543 | $258K | 0.2% | +13.0% | 0.000% | |
4/30/2025 | Peoples Bank OH | 2,108 | $353K | 0.2% | -17.3% | 0.000% | |
4/30/2025 | Code Waechter LLC | 3,630 | $608K | 0.5% | -29.6% | 0.000% | |
4/30/2025 | Narus Financial Partners LLC | 3,095 | $518K | 0.2% | -15.8% | 0.000% | |
4/30/2025 | Telos Capital Management Inc. | 3,935 | $659K | 0.1% | -2.6% | 0.000% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 210 | $35K | 0.0% | N/A | 0.000% | |
4/30/2025 | Alps Advisors Inc. | 23,831 | $3.99M | 0.0% | +12.6% | 0.001% | |
4/30/2025 | Allworth Financial LP | 320,868 | $53.72M | 0.3% | +0.9% | 0.007% | |
4/30/2025 | Capital Insight Partners LLC | 6,319 | $1.06M | 0.2% | -3.2% | 0.000% | |
4/30/2025 | Peoples Financial Services CORP. | 35,429 | $5.93M | 2.8% | -8.5% | 0.001% | |
4/30/2025 | Stonebrook Private Inc. | 42,166 | $7.06M | 1.8% | +1.9% | 0.001% | |
4/30/2025 | Parr Mcknight Wealth Management Group LLC | 44,794 | $7.50M | 1.1% | +15.1% | 0.001% | |
4/30/2025 | Rock Point Advisors LLC | 61,053 | $10.22M | 3.2% | -2.4% | 0.001% | |
4/30/2025 | CFO4Life Group LLC | 10,346 | $1.73M | 0.3% | +1.7% | 0.000% | |
4/30/2025 | MainStreet Investment Advisors LLC | 39,762 | $6.66M | 1.0% | -5.3% | 0.001% | |
4/30/2025 | Heritage Wealth Management Inc. CA | 18,694 | $3.13M | 2.4% | +1,155.5% | 0.000% | |
4/30/2025 | Pineridge Advisors LLC | 441 | $74K | 0.0% | -24.5% | 0.000% | |
4/30/2025 | Rogco LP | 6,321 | $1.06M | 0.4% | +6.6% | 0.000% | |
4/30/2025 | Poinciana Advisors Group LLC | 1,754 | $294K | 0.3% | +6.3% | 0.000% | |
4/30/2025 | Alpine Woods Capital Investors LLC | 82,663 | $13.84M | 3.5% | -16.8% | 0.002% | |
4/30/2025 | Peddock Capital Advisors LLC | 12,529 | $2.10M | 0.5% | -0.6% | 0.000% | |
4/30/2025 | Forza Wealth Management LLC | 9,580 | $1.60M | 0.7% | -4.4% | 0.000% | |
4/30/2025 | Ascent Capital Management LLC | 5,050 | $845K | 0.9% | +1.1% | 0.000% | |
4/30/2025 | Leavell Investment Management Inc. | 19,978 | $3.35M | 0.2% | +11.9% | 0.000% | |
4/30/2025 | Quotient Wealth Partners LLC | 16,744 | $2.80M | 0.1% | -2.2% | 0.000% | |
The collapse has already started (Ad) The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim Plaehn reveals how the 2025 trade war is quietly eroding dividend income — and which U.S.-focused stocks are still raising payouts. Watch the 2025 Trade War dividend protection briefing now |
4/30/2025 | Main Street Research LLC | 265,850 | $44.51M | 2.9% | +5.3% | 0.006% | |
4/30/2025 | Bridges Investment Management Inc. | 400,230 | $67.01M | 1.0% | -6.4% | 0.009% | |
4/30/2025 | First Interstate Bank | 10,385 | $1.74M | 0.1% | +0.6% | 0.000% | |
4/30/2025 | Nisa Investment Advisors LLC | 1,479,241 | $247.67M | 1.2% | +3.0% | 0.031% | |
4/30/2025 | Alpha Financial Partners LLC | 1,494 | $250K | 0.2% | N/A | 0.000% | |
4/30/2025 | Topsail Wealth Management LLC | 1,699 | $284K | 0.1% | +27.4% | 0.000% | |
4/30/2025 | Moloney Securities Asset Management LLC | 7,049 | $1.18M | 0.2% | -11.1% | 0.000% | |
4/30/2025 | LBP AM SA | 677,020 | $113.35M | 1.8% | -5.5% | 0.014% | |
4/30/2025 | Axxcess Wealth Management LLC | 190,943 | $31.97M | 0.8% | +4.9% | 0.004% | |
4/30/2025 | New Mexico Educational Retirement Board | 218,260 | $36.54M | 1.3% | -1.3% | 0.005% | |
4/30/2025 | Rehmann Capital Advisory Group | 18,068 | $3.03M | 0.2% | +2.8% | 0.000% | |
4/30/2025 | Slagle Financial LLC | 12,986 | $2.17M | 1.0% | N/A | 0.000% | |
4/30/2025 | Chemung Canal Trust Co. | 6,553 | $1.10M | 0.2% | -14.1% | 0.000% | |
4/30/2025 | Cornerstone Planning Group LLC | 2,189 | $387K | 0.1% | +83.5% | 0.000% | |
4/30/2025 | Aspen Wealth Strategies LLC | 8,618 | $1.44M | 0.9% | -7.4% | 0.000% | |
4/30/2025 | Dogwood Wealth Management LLC | 7,312 | $1.22M | 0.6% | +4.9% | 0.000% | |
4/30/2025 | GFG Capital LLC | 3,258 | $545K | 0.2% | +22.4% | 0.000% | |
4/30/2025 | Brick & Kyle Associates | 23,754 | $3.89M | 1.8% | N/A | 0.001% | |
4/30/2025 | Arcadia Investment Management Corp MI | 150,118 | $25.13M | 4.5% | -19.4% | 0.003% | |
4/30/2025 | MeadowBrook Investment Advisors LLC | 3,485 | $583K | 0.5% | +5.9% | 0.000% | |
4/30/2025 | Principal Securities Inc. | 86,447 | $14.47M | 0.3% | +0.2% | 0.002% | |
4/30/2025 | Financial Symmetry Inc | 1,382 | $231K | 0.1% | -30.4% | 0.000% | |
4/30/2025 | Linden Thomas Advisory Services LLC | 37,363 | $6.26M | 0.8% | +1.3% | 0.001% | |
4/30/2025 | Greenleaf Trust | 116,966 | $19.58M | 0.2% | +3.2% | 0.002% | |
4/30/2025 | Flossbach Von Storch SE | 105,197 | $17.61M | 0.1% | N/A | 0.002% | |
4/30/2025 | Silphium Asset Management Ltd | 17,202 | $2.88M | 2.3% | +232.1% | 0.000% | |
4/30/2025 | TradeWell Securities LLC. | 2,736 | $458K | 0.3% | N/A | 0.000% | |
4/30/2025 | Optimum Investment Advisors | 13,787 | $2.31M | 1.1% | +2.0% | 0.000% | |
4/30/2025 | Trek Financial LLC | 24,134 | $4.04M | 0.3% | -16.3% | 0.001% | |
4/30/2025 | DekaBank Deutsche Girozentrale | 753,311 | $123.09M | 0.2% | -0.5% | 0.016% | |
4/30/2025 | OMNI 360 Wealth Inc. | 2,980 | $499K | 0.3% | +51.6% | 0.000% | |
4/30/2025 | Personal CFO Solutions LLC | 9,861 | $1.65M | 0.3% | -7.6% | 0.000% | |
4/30/2025 | Opus Capital Group LLC | 3,606 | $604K | 0.1% | -31.4% | 0.000% | |
4/30/2025 | AlphaStar Capital Management LLC | 19,642 | $3.29M | 0.4% | -31.4% | 0.000% | |
4/30/2025 | Valeo Financial Advisors LLC | 60,695 | $10.16M | 0.2% | +2.5% | 0.001% | |
4/30/2025 | BXM Wealth LLC | 15,413 | $2.59M | 3.1% | +3.7% | 0.000% | |
4/30/2025 | CapWealth Advisors LLC | 2,568 | $430K | 0.0% | +3.8% | 0.000% | |
4/30/2025 | 49 Wealth Management LLC | 8,061 | $1.35M | 0.2% | +3.7% | 0.000% | |
4/30/2025 | Stratos Wealth Advisors LLC | 7,733 | $1.30M | 0.1% | +20.0% | 0.000% | |
4/30/2025 | Stratos Wealth Partners LTD. | 191,432 | $32.05M | 0.5% | -2.8% | 0.004% | |
4/30/2025 | Values First Advisors Inc. | 3,052 | $512K | 0.3% | +49.7% | 0.000% | |
4/30/2025 | Liberty One Investment Management LLC | 29,167 | $4.88M | 0.5% | -3.6% | 0.001% | |
4/30/2025 | Blackhawk Capital Partners LLC. | 5,671 | $949K | 0.5% | -27.2% | 0.000% | |
4/30/2025 | Stratos Investment Management LLC | 109,931 | $18.41M | 1.0% | +28.9% | 0.002% | |
4/30/2025 | May Hill Capital LLC | 6,151 | $1.03M | 0.4% | +4.0% | 0.000% | |
4/30/2025 | NTV Asset Management LLC | 2,391 | $400K | 0.1% | +59.7% | 0.000% | |
4/30/2025 | Hourglass Capital LLC | 20,390 | $3.41M | 0.9% | +3.0% | 0.000% | |
4/30/2025 | Geneva Partners LLC | 56,055 | $9.39M | 4.8% | -9.3% | 0.001% | |
4/30/2025 | Navalign LLC | 11,690 | $1.96M | 0.6% | -2.9% | 0.000% | |
4/30/2025 | Garrett Wealth Advisory Group LLC | 3,109 | $521K | 0.1% | +3.9% | 0.000% | |
The collapse has already started (Ad) The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim Plaehn reveals how the 2025 trade war is quietly eroding dividend income — and which U.S.-focused stocks are still raising payouts. Watch the 2025 Trade War dividend protection briefing now |
4/30/2025 | Sigma Investment Counselors Inc. | 16,041 | $2.69M | 0.2% | +6.5% | 0.000% | |
4/30/2025 | Brown Advisory Inc. | 225,608 | $37.77M | 0.1% | -6.4% | 0.005% | |
4/30/2025 | Consolidated Capital Management LLC | 1,278 | $214K | 0.1% | -93.9% | 0.000% | |
4/30/2025 | Highview Capital Management LLC DE | 21,046 | $3.52M | 1.5% | -17.5% | 0.000% | |
4/30/2025 | Ninety One SA PTY Ltd | 33,221 | $5.54M | 1.0% | -11.4% | 0.001% | |
4/30/2025 | Ninety One UK Ltd | 3,291,690 | $551.13M | 1.5% | +8.6% | 0.070% | |
4/30/2025 | China Universal Asset Management Co. Ltd. | 167,320 | $28.01M | 2.6% | +14.9% | 0.004% | |
4/30/2025 | Harbour Investment Management LLC | 29,367 | $4.92M | 2.2% | -4.2% | 0.001% | |
4/30/2025 | Alpha Cubed Investments LLC | 27,966 | $4.68M | 0.2% | +66.8% | 0.001% | |
4/30/2025 | Horst & Graben Wealth Management LLC | 4,873 | $816K | 0.1% | +45.8% | 0.000% | |