| 8/1/2025 | Winebrenner Capital Management LLC | 2,166 | $238K | 0.2% | N/A | 0.018% | |
| 8/1/2025 | Bessemer Group Inc. | 1,984 | $218K | 0.0% | N/A | 0.017% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 56,049 | $6.16M | 0.0% | -1.3% | 0.473% | |
| 7/30/2025 | KPP Advisory Services LLC | 30,992 | $3.41M | 0.6% | +7.2% | 0.260% | |
| 7/30/2025 | Strategic Blueprint LLC | 103,364 | $11.37M | 0.6% | -3.5% | 0.869% | |
| 7/30/2025 | D.A. Davidson & CO. | 26,149 | $2.88M | 0.0% | -1.9% | 0.220% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 55,784 | $6.30M | 0.2% | -0.6% | 0.469% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 9,839 | $1.08M | 0.0% | -3.0% | 0.083% | |
| 7/29/2025 | AssuredPartners Investment Advisors LLC | 18,922 | $2.08M | 0.5% | -88.5% | 0.159% | |
| 7/28/2025 | ForthRight Wealth Management LLC | 2,853 | $314K | 0.1% | -8.1% | 0.024% | |
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| 7/28/2025 | Triton Wealth Management PLLC | 3,259 | $367K | 0.2% | N/A | 0.027% | |
| 7/28/2025 | Harbour Investments Inc. | 12,617 | $1.39M | 0.0% | +27.6% | 0.106% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 2,641 | $290K | 0.0% | -66.2% | 0.022% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 2,286 | $251K | 0.0% | +15.1% | 0.019% | |
| 7/25/2025 | Apollon Financial LLC | 4,006 | $441K | 0.1% | -4.2% | 0.034% | |
| 7/24/2025 | US Bancorp DE | 67,531 | $7.43M | 0.0% | +5.8% | 0.567% | |
| 7/23/2025 | RiverTree Advisors LLC | 14,639 | $1.61M | 1.1% | N/A | 0.123% | |
| 7/23/2025 | KPP Advisory Services LLC | 30,992 | $3.41M | 0.8% | +7.2% | 0.260% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,708 | $188K | 0.0% | -70.3% | 0.014% | |
| 7/18/2025 | Wetzel Investment Advisors Inc. | 9,861 | $1.08M | 0.5% | -22.7% | 0.083% | |
| 7/18/2025 | Truist Financial Corp | 165,332 | $18.18M | 0.0% | +1.8% | 1.389% | |
| 7/17/2025 | HB Wealth Management LLC | 3,477 | $382K | 0.0% | -10.0% | 0.029% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 523,437 | $57.56M | 0.2% | +1.4% | 4.399% | |
| 7/17/2025 | Beacon Capital Management LLC | 246 | $27K | 0.0% | -54.7% | 0.002% | |
| 7/14/2025 | ABLE Financial Group LLC | 2,237 | $246K | 0.1% | -4.2% | 0.019% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 138,979 | $15.28M | 1.2% | -3.5% | 1.168% | |
| 7/10/2025 | Focus Financial Network Inc. | 15,917 | $1.75M | 0.1% | -0.7% | 0.134% | |
| 7/9/2025 | Triumph Capital Management | 82,967 | $9.12M | 2.7% | +0.6% | 0.697% | |
| 7/7/2025 | RDA Financial Network | 3,729 | $410K | 0.1% | -18.9% | 0.031% | |
| 7/1/2025 | Park National Corp OH | 8,955 | $985K | 0.0% | -2.0% | 0.075% | |
| 5/20/2025 | Belpointe Asset Management LLC | 17,540 | $1.80M | 0.1% | -5.1% | 0.145% | |
| 5/19/2025 | Jane Street Group LLC | 7,032 | $720K | 0.0% | -6.4% | 0.058% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 32,261 | $3.24M | 0.3% | -47.9% | 0.267% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 25,070 | $2.57M | 0.0% | -22.3% | 0.207% | |
| 5/16/2025 | Jones Financial Companies Lllp | 4,148 | $425K | 0.0% | +9.4% | 0.034% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 11,138 | $1.14M | 0.0% | -2.1% | 0.092% | |
| 5/15/2025 | Royal Bank of Canada | 130,570 | $13.38M | 0.0% | -2.7% | 1.079% | |
| 5/15/2025 | Baird Financial Group Inc. | 22,806 | $2.34M | 0.0% | -1.9% | 0.188% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 12,147 | $1.25M | 0.1% | -4.1% | 0.100% | |
| 5/14/2025 | PKS Advisory Services LLC | 36,325 | $3.72M | 1.1% | +430.8% | 0.300% | |
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| 5/14/2025 | Comerica Bank | 12,913 | $1.32M | 0.0% | +1.3% | 0.107% | |
| 5/14/2025 | RPg Family Wealth Advisory LLC | 3,320 | $340K | 0.1% | N/A | 0.027% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 68,853 | $7.06M | 0.0% | +1,444.1% | 0.569% | |
| 5/14/2025 | Kestra Advisory Services LLC | 17,181 | $1.76M | 0.0% | -9.4% | 0.142% | |
| 5/14/2025 | Summit Financial LLC | 12,703 | $1.30M | 0.0% | +49.9% | 0.105% | |
| 5/14/2025 | Flow Traders U.S. LLC | 32,462 | $3.33M | 0.1% | N/A | 0.268% | |
| 5/14/2025 | Venture Visionary Partners LLC | 4,574 | $469K | 0.0% | -50.0% | 0.038% | |
| 5/13/2025 | Raymond James Financial Inc. | 296,546 | $30.38M | 0.0% | +3.0% | 2.451% | |
| 5/13/2025 | Rathbones Group PLC | 2,664 | $273K | 0.0% | -4.3% | 0.022% | |
| 5/13/2025 | HighTower Advisors LLC | 18,312 | $1.88M | 0.0% | -2.2% | 0.151% | |
| 5/12/2025 | Benjamin Edwards Inc. | 50,687 | $5.19M | 0.1% | +9.8% | 0.419% | |
| 5/12/2025 | Potentia Wealth | 15,293 | $1.57M | 0.7% | -4.9% | 0.126% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 56,125 | $5.69M | 0.2% | -1.4% | 0.464% | |
| 5/9/2025 | Three Seasons Wealth LLC | 2,587 | $265K | 0.1% | -10.0% | 0.021% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 7,821 | $801K | 0.0% | -12.7% | 0.065% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 214,492 | $21.98M | 0.0% | +3.1% | 1.773% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 3,395 | $348K | 0.0% | -11.8% | 0.028% | |
| 5/8/2025 | US Bancorp DE | 63,807 | $6.54M | 0.0% | +0.7% | 0.527% | |
| 5/8/2025 | Harbour Investments Inc. | 9,886 | $1.01M | 0.0% | -3.4% | 0.082% | |
| 5/8/2025 | Arkadios Wealth Advisors | 17,785 | $1.82M | 0.1% | +29.6% | 0.147% | |
| 5/8/2025 | Cozad Asset Management Inc. | 7,571 | $776K | 0.1% | -3.2% | 0.063% | |
| 5/7/2025 | Sterling Investment Advisors Ltd. | 6,634 | $680K | 0.2% | -2.9% | 0.055% | |
| 5/7/2025 | LPL Financial LLC | 973,149 | $99.71M | 0.0% | +1.7% | 8.043% | |
| 5/7/2025 | HB Wealth Management LLC | 3,863 | $396K | 0.0% | -39.3% | 0.032% | |
| 5/6/2025 | Assetmark Inc. | 1,442 | $148K | 0.0% | -16.0% | 0.012% | |
| 5/6/2025 | Cetera Investment Advisers | 88,033 | $9.02M | 0.0% | -1.2% | 0.728% | |
| 5/6/2025 | Triumph Capital Management | 82,513 | $8.45M | 2.8% | +0.5% | 0.682% | |
| 5/6/2025 | Ignite Planners LLC | 2,400 | $241K | 0.0% | N/A | 0.020% | |
| 5/5/2025 | Millstone Evans Group LLC | 411 | $42K | 0.0% | N/A | 0.003% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 10,044 | $1.03M | 0.0% | +3.8% | 0.083% | |
| 5/2/2025 | Independent Wealth Network Inc. | 5,679 | $582K | 0.2% | +2.5% | 0.047% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 76,135 | $7.80M | 0.1% | -12.7% | 0.629% | |
| 5/1/2025 | Quest 10 Wealth Builders Inc. | 1,457 | $149K | 0.2% | -38.1% | 0.012% | |
| 5/1/2025 | Rik Saylor Financial Inc. | 9,526 | $976K | 0.9% | -2.0% | 0.079% | |
| 4/30/2025 | Allworth Financial LP | 3,787 | $377K | 0.0% | +4.8% | 0.031% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 56,813 | $5.82M | 0.0% | -3.2% | 0.471% | |
| 4/29/2025 | Strategic Blueprint LLC | 107,076 | $10.97M | 0.6% | +10.8% | 0.889% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 5,906 | $605K | 0.0% | -3.9% | 0.049% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 143,993 | $14.65M | 1.3% | +0.4% | 1.195% | |
| 4/28/2025 | D.A. Davidson & CO. | 26,649 | $2.73M | 0.0% | -3.0% | 0.221% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 5,757 | $595K | 0.0% | -41.5% | 0.048% | |
| 4/24/2025 | Golden State Wealth Management LLC | 14,593 | $1.50M | 0.2% | -3.1% | 0.121% | |
| 4/23/2025 | KPP Advisory Services LLC | 28,917 | $2.96M | 0.5% | -2.0% | 0.239% | |
| 4/23/2025 | Western Wealth Management LLC | 1,993 | $204K | 0.0% | -20.2% | 0.016% | |
| 4/23/2025 | HBK Sorce Advisory LLC | 183,894 | $18.84M | 0.6% | +4.2% | 1.520% | |
| 4/23/2025 | Golden State Wealth Management LLC | 29,186 | $2.99M | 0.2% | +93.8% | 0.241% | |
| 4/23/2025 | Proactive Wealth Strategies LLC | 4,107 | $421K | 0.2% | -5.2% | 0.034% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 164,824 | $16.89M | 3.3% | +9.5% | 1.362% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 16,090 | $1.65M | 0.0% | +20.2% | 0.133% | |
| 4/22/2025 | Wetzel Investment Advisors Inc. | 12,758 | $1.31M | 0.7% | -2.8% | 0.105% | |
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 |
| 4/22/2025 | Tanglewood Legacy Advisors LLC | 2,670 | $274K | 0.1% | -15.9% | 0.022% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 259,575 | $26.60M | 0.1% | +154.2% | 2.145% | |
| 4/21/2025 | Silver Oak Securities Incorporated | 143,993 | $14.65M | 1.3% | +0.4% | 1.190% | |
| 4/21/2025 | HFG Advisors Inc. | 5,424 | $556K | 0.5% | -5.1% | 0.045% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 6,159 | $632K | 0.0% | +91.5% | 0.051% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 516,176 | $52.89M | 0.1% | +1.4% | 4.266% | |
| 4/17/2025 | Mission Wealth Management LP | 3,330 | $341K | 0.0% | -12.8% | 0.028% | |
| 4/16/2025 | Farrell Financial LLC | 8,659 | $887K | 0.6% | -2.5% | 0.071% | |
| 4/14/2025 | RDA Financial Network | 4,599 | $471K | 0.1% | -2.4% | 0.038% | |
| 4/14/2025 | Wedmont Private Capital | 11,679 | $1.12M | 0.1% | N/A | 0.096% | |
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