5/2/2025 | Legacy Capital Wealth Partners LLC | 110,979 | $1.68M | 0.4% | -7.4% | 0.042% | |
5/2/2025 | Sage Mountain Advisors LLC | 2,746,062 | $41.58M | 3.1% | +9.4% | 1.034% | |
5/2/2025 | BluePointe Capital Management LLC | 113,017 | $1.71M | 0.7% | +9.6% | 0.043% | |
5/2/2025 | Castlekeep Investment Advisors LLC | 342,447 | $5.19M | 2.7% | +320.4% | 0.129% | |
5/2/2025 | Apollon Wealth Management LLC | 39,329 | $595K | 0.0% | N/A | 0.015% | |
5/2/2025 | Signaturefd LLC | 92,074 | $1.39M | 0.0% | -13.7% | 0.035% | |
5/1/2025 | Schechter Investment Advisors LLC | 325,337 | $4.93M | 0.4% | +44.4% | 0.123% | |
5/1/2025 | IFC Advisors LLC | 48,417 | $733K | 0.2% | +14.6% | 0.018% | |
4/30/2025 | Cerity Partners LLC | 1,492,016 | $22.59M | 0.0% | -6.0% | 0.562% | |
4/30/2025 | Arcus Capital Partners LLC | 43,971 | $666K | 0.3% | N/A | 0.017% | |
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4/30/2025 | M&T Bank Corp | 24,397 | $369K | 0.0% | +14.0% | 0.009% | |
4/30/2025 | Sigma Investment Counselors Inc. | 722,268 | $10.94M | 0.7% | N/A | 0.272% | |
4/30/2025 | Brown Advisory Inc. | 298,354 | $4.52M | 0.0% | -4.1% | 0.112% | |
4/30/2025 | Beverly Hills Private Wealth LLC | 22,616 | $342K | 0.1% | +5.4% | 0.009% | |
4/29/2025 | Envestnet Asset Management Inc. | 302,385 | $4.58M | 0.0% | -18.8% | 0.114% | |
4/29/2025 | Hexagon Capital Partners LLC | 3,613 | $55K | 0.0% | +31.6% | 0.001% | |
4/29/2025 | Bank of New York Mellon Corp | 148,775 | $2.25M | 0.0% | +29.7% | 0.056% | |
4/29/2025 | Generali Investments CEE investicni spolecnost a.s. | 65,351 | $989K | 0.1% | N/A | 0.025% | |
4/29/2025 | Global Wealth Management Investment Advisory Inc. | 69,868 | $1.06M | 0.2% | -3.7% | 0.026% | |
4/29/2025 | Onyx Bridge Wealth Group LLC | 113,646 | $1.72M | 0.2% | +65.0% | 0.043% | |
4/28/2025 | D.A. Davidson & CO. | 302,865 | $4.59M | 0.0% | +15.7% | 0.114% | |
4/25/2025 | Prairiewood Capital LLC | 321,265 | $4.86M | 2.0% | +3.4% | 0.121% | |
4/25/2025 | Albion Financial Group UT | 66,080 | $1M | 0.1% | -39.8% | 0.025% | |
4/25/2025 | Naviter Wealth LLC | 237,138 | $3.62M | 0.4% | +13.1% | 0.089% | |
4/25/2025 | Essex Financial Services Inc. | 24,752 | $375K | 0.0% | +5.3% | 0.009% | |
4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 922,333 | $13.96M | 0.0% | +29.8% | 0.347% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 13,900 | $210K | 0.0% | N/A | 0.005% | |
4/24/2025 | Border to Coast Pensions Partnership Ltd | 800,000 | $12.11M | 0.2% | -20.0% | 0.301% | |
4/24/2025 | Tranquility Partners LLC | 351,815 | $5.33M | 2.1% | +2.8% | 0.133% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 6,936 | $105K | 0.0% | +84.5% | 0.003% | |
4/23/2025 | New World Advisors LLC | 25,483 | $386K | 0.1% | +41.9% | 0.010% | |
4/23/2025 | Golden State Equity Partners | 34,564 | $523K | 0.1% | -3.2% | 0.013% | |
4/23/2025 | Oppenheimer & Co. Inc. | 39,271 | $595K | 0.0% | +98.6% | 0.015% | |
4/22/2025 | TrueMark Investments LLC | 11,157 | $169K | 0.0% | -93.9% | 0.004% | |
4/22/2025 | Comprehensive Money Management Services LLC | 10,670 | $162K | 0.1% | N/A | 0.004% | |
4/21/2025 | Abundance Wealth Counselors | 69,638 | $1.05M | 0.2% | +25.1% | 0.026% | |
4/21/2025 | Riverbridge Partners LLC | 44,229 | $670K | 0.0% | +11.3% | 0.017% | |
4/21/2025 | Blue Trust Inc. | 6,001 | $91K | 0.0% | +794.3% | 0.002% | |
4/21/2025 | United Advisor Group LLC | 205,482 | $3.11M | 0.6% | +1.9% | 0.077% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 11,098 | $168K | 0.0% | -24.5% | 0.004% | |
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4/21/2025 | Catalina Capital Group LLC | 13,565 | $205K | 0.1% | +7.7% | 0.005% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 34,591 | $526K | 0.0% | +39.9% | 0.013% | |
4/18/2025 | Cornerstone Wealth Management LLC | 13,092 | $198K | 0.0% | +24.1% | 0.005% | |
4/17/2025 | NBT Bank N A NY | 46,287 | $701K | 0.1% | -39.3% | 0.017% | |
4/17/2025 | Grimes & Company Inc. | 26,327 | $399K | 0.0% | -18.1% | 0.010% | |
4/17/2025 | Shikiar Asset Management Inc. | 445,680 | $6.75M | 2.0% | -2.2% | 0.168% | |
4/17/2025 | Sowell Financial Services LLC | 14,902 | $226K | 0.0% | +6.0% | 0.006% | |
4/17/2025 | Janney Montgomery Scott LLC | 119,856 | $1.82M | 0.0% | +4.2% | 0.045% | |
4/17/2025 | Bank Pictet & Cie Europe AG | 13,500 | $204K | 0.0% | N/A | 0.005% | |
4/17/2025 | Sound Income Strategies LLC | 3,183,837 | $48.20M | 2.8% | +4.2% | 1.199% | |
4/17/2025 | Family Wealth Partners LLC | 19,310 | $292K | 0.1% | N/A | 0.007% | |
4/16/2025 | GraniteShares Advisors LLC | 173,185 | $2.62M | 1.7% | +6.5% | 0.065% | |
4/15/2025 | Redhawk Wealth Advisors Inc. | 63,082 | $955K | 0.1% | +38.2% | 0.024% | |
4/15/2025 | Accurate Wealth Management LLC | 49,990 | $757K | 0.1% | +51.6% | 0.019% | |
4/14/2025 | Pallas Capital Advisors LLC | 44,039 | $667K | 0.0% | +56.3% | 0.017% | |
4/14/2025 | RDA Financial Network | 35,773 | $542K | 0.2% | +4.3% | 0.013% | |
4/14/2025 | UMB Bank n.a. | 8,826 | $134K | 0.0% | -52.3% | 0.003% | |
4/10/2025 | Amplius Wealth Advisors LLC | 51,157 | $775K | 0.1% | +1.8% | 0.019% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 329,748 | $4.99M | 0.2% | +34.3% | 0.124% | |
4/10/2025 | Silverberg Bernstein Capital Management LLC | 63,200 | $957K | 0.9% | +5.2% | 0.024% | |
4/9/2025 | Future Financial Wealth Managment LLC | 2,990 | $45K | 0.0% | +130.0% | 0.001% | |
4/8/2025 | Delphi Management Inc. MA | 30,453 | $461K | 0.5% | -10.1% | 0.011% | |
4/8/2025 | Parallel Advisors LLC | 218,694 | $3.31M | 0.1% | +4.5% | 0.082% | |
4/7/2025 | AdvisorNet Financial Inc | 16,636 | $252K | 0.0% | +610.9% | 0.006% | |
4/1/2025 | Penbrook Management LLC | 33,880 | $513K | 0.4% | +18.3% | 0.013% | |
4/1/2025 | Confluence Investment Management LLC | 349,833 | $5.30M | 0.1% | +0.7% | 0.132% | |
3/12/2025 | Wealthedge Investment Advisors LLC | 53,665 | $814K | 0.4% | N/A | 0.020% | |
2/28/2025 | Universal Beteiligungs und Servicegesellschaft mbH | 252,800 | $3.83M | 0.0% | N/A | 0.095% | |
2/24/2025 | United Advisor Group LLC | 201,650 | $3.06M | 0.6% | +9.5% | 0.076% | |
2/20/2025 | Castlekeep Investment Advisors LLC | 81,465 | $1.24M | 0.2% | N/A | 0.031% | |
2/18/2025 | Vise Technologies Inc. | 15,998 | $243K | 0.0% | N/A | 0.006% | |
2/17/2025 | Williams Jones Wealth Management LLC. | 11,717 | $178K | 0.0% | N/A | 0.004% | |
2/17/2025 | Squarepoint Ops LLC | 73,355 | $1.11M | 0.0% | +184.4% | 0.028% | |
2/17/2025 | Two Sigma Advisers LP | 575,100 | $8.72M | 0.0% | -27.4% | 0.217% | |
2/17/2025 | Two Sigma Investments LP | 725,193 | $10.99M | 0.0% | -50.6% | 0.273% | |
2/17/2025 | Tidal Investments LLC | 77,910 | $1.18M | 0.0% | +2.3% | 0.029% | |
2/17/2025 | Snowden Capital Advisors LLC | 187,252 | $2.84M | 0.1% | +0.4% | 0.071% | |
2/17/2025 | Silvercrest Asset Management Group LLC | 33,982 | $515K | 0.0% | -57.0% | 0.013% | |
2/17/2025 | ProShare Advisors LLC | 36,063 | $547K | 0.0% | +20.1% | 0.014% | |
2/17/2025 | Northeast Financial Consultants Inc | 2,567,820 | $38.93M | 1.6% | -3.0% | 0.967% | |
2/17/2025 | OMERS ADMINISTRATION Corp | 2,235,799 | $33.90M | 0.3% | -30.5% | 0.842% | |
2/17/2025 | Millennium Management LLC | 1,909,304 | $28.95M | 0.0% | +168.0% | 0.719% | |
2/17/2025 | LRI Investments LLC | 118,986 | $1.80M | 0.2% | +1.7% | 0.045% | |
2/17/2025 | Focus Partners Wealth | 26,697 | $405K | 0.0% | N/A | 0.010% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 144,749 | $2.19M | 0.0% | +52.6% | 0.055% | |
2/17/2025 | EP Wealth Advisors LLC | 169,764 | $2.57M | 0.0% | -9.0% | 0.064% | |
2/17/2025 | Cresset Asset Management LLC | 126,403 | $1.92M | 0.0% | -23.3% | 0.048% | |
2/17/2025 | Cetera Investment Advisers | 93,998 | $1.43M | 0.0% | +11.5% | 0.035% | |
2/17/2025 | Captrust Financial Advisors | 555,309 | $8.42M | 0.0% | +11.1% | 0.209% | |
2/17/2025 | Cary Street Partners Financial LLC | 20,548 | $312K | 0.0% | N/A | 0.008% | |
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And many investors lost 80% of their wealth in real terms.
But before you touch any of your holdings – or buy anything – please review my latest warning about the U.S. stock market. It's free to watch. Click here to view my new presentation now. |
2/17/2025 | Castlekeep Investment Advisors LLC | 1,262,862 | $19.15M | 0.1% | N/A | 0.476% | |
2/17/2025 | Balyasny Asset Management L.P. | 158,404 | $2.40M | 0.0% | N/A | 0.060% | |
2/17/2025 | Bank of America Corp DE | 2,213,622 | $33.56M | 0.0% | +77.8% | 0.834% | |
2/17/2025 | Benjamin Edwards Inc. | 24,261 | $368K | 0.0% | N/A | 0.009% | |
2/17/2025 | BNP Paribas Financial Markets | 138,198 | $2.10M | 0.0% | +60.6% | 0.052% | |
2/17/2025 | Ameriprise Financial Inc. | 66,378 | $1.01M | 0.0% | +16.6% | 0.025% | |
2/17/2025 | Ancora Advisors LLC | 11,491 | $174K | 0.0% | +12.9% | 0.004% | |
2/17/2025 | AXA S.A. | 18,138 | $275K | 0.0% | N/A | 0.007% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 49,694 | $753K | 0.0% | N/A | 0.019% | |
2/14/2025 | Keel Point LLC | 37,843 | $574K | 0.0% | N/A | 0.014% | |