5/21/2025 | MBL Wealth LLC | 586,983 | $27.55M | 2.8% | +5.8% | 1.145% | |
5/16/2025 | United Services Automobile Association | 2,421,191 | $113.65M | 3.5% | +12.4% | 4.724% | |
5/16/2025 | Integrated Wealth Concepts LLC | 33,927 | $1.59M | 0.0% | +14.9% | 0.066% | |
5/16/2025 | AQR Capital Management LLC | 7,100 | $333K | 0.0% | N/A | 0.014% | |
5/15/2025 | Royal Bank of Canada | 160,514 | $7.54M | 0.0% | +6.8% | 0.313% | |
5/15/2025 | Betterment LLC | 5,817 | $273K | 0.0% | -12.9% | 0.011% | |
5/15/2025 | Insight Wealth Partners LLC | 96,070 | $4.51M | 0.8% | -0.7% | 0.187% | |
5/14/2025 | Ieq Capital LLC | 7,100 | $333K | 0.0% | N/A | 0.014% | |
5/14/2025 | Comerica Bank | 11,483 | $539K | 0.0% | +23.2% | 0.022% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 44,267 | $2.08M | 0.0% | +62.2% | 0.086% | |
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5/14/2025 | CW Advisors LLC | 34,597 | $1.62M | 0.0% | N/A | 0.068% | |
5/14/2025 | Flow Traders U.S. LLC | 23,720 | $1.11M | 0.0% | N/A | 0.046% | |
5/14/2025 | Capital Analysts LLC | 1,070 | $50K | 0.0% | N/A | 0.002% | |
5/13/2025 | Aptus Capital Advisors LLC | 160,537 | $7.54M | 0.1% | -11.9% | 0.313% | |
5/13/2025 | Raymond James Financial Inc. | 935,318 | $43.90M | 0.0% | +19.4% | 1.825% | |
5/12/2025 | SouthState Corp | 771,747 | $36.23M | 1.7% | N/A | 1.506% | |
5/12/2025 | FSA Wealth Partners Inc. | 141,280 | $6.63M | 2.5% | -18.6% | 0.276% | |
5/12/2025 | Sloy Dahl & Holst LLC | 92,139 | $4.33M | 0.8% | +5.6% | 0.180% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 5,605,279 | $263.11M | 0.0% | -13.1% | 10.937% | |
5/9/2025 | PNC Financial Services Group Inc. | 1,547 | $73K | 0.0% | N/A | 0.003% | |
5/8/2025 | Nicolet Advisory Services LLC | 345,073 | $15.90M | 1.6% | -2.2% | 0.673% | |
5/8/2025 | Harbour Investments Inc. | 89,610 | $4.21M | 0.1% | +16.0% | 0.175% | |
5/7/2025 | Horan Capital Advisors LLC. | 339,420 | $15.93M | 5.4% | +1.2% | 0.662% | |
5/7/2025 | LPL Financial LLC | 1,568,446 | $73.62M | 0.0% | +25.1% | 3.060% | |
5/6/2025 | Cetera Investment Advisers | 640,756 | $30.08M | 0.1% | +24.8% | 1.250% | |
5/6/2025 | IMA Advisory Services Inc. | 182,951 | $8.59M | 1.0% | N/A | 0.357% | |
5/5/2025 | Sargent Investment Group LLC | 336,440 | $15.79M | 2.5% | +23.7% | 0.656% | |
5/5/2025 | Northeast Planning Associates INC. NH | 158,115 | $7.42M | 6.2% | +0.3% | 0.309% | |
5/5/2025 | Kestra Private Wealth Services LLC | 37,761 | $1.77M | 0.0% | +18.5% | 0.074% | |
5/5/2025 | Private Advisor Group LLC | 88,651 | $4.16M | 0.0% | -42.4% | 0.173% | |
5/2/2025 | Allen Capital Group LLC | 776,007 | $36.43M | 4.1% | +42.2% | 1.514% | |
5/2/2025 | Victory Capital Management Inc. | 18,072,145 | $848.31M | 0.9% | -1.2% | 35.263% | |
5/2/2025 | Bogart Wealth LLC | 1,801,633 | $84.57M | 4.0% | +2.4% | 3.515% | |
5/2/2025 | Sigma Planning Corp | 16,294 | $765K | 0.0% | -17.9% | 0.032% | |
5/1/2025 | Smith Thornton Advisors LLC | 121,314 | $5.69M | 3.5% | -10.6% | 0.239% | |
4/30/2025 | Allworth Financial LP | 540,175 | $25.16M | 0.1% | +4.4% | 1.063% | |
4/30/2025 | Personal CFO Solutions LLC | 12,107 | $568K | 0.1% | -90.4% | 0.024% | |
4/30/2025 | Planning Directions Inc. | 228,823 | $10.74M | 4.6% | +5.5% | 0.450% | |
4/29/2025 | Envestnet Asset Management Inc. | 46,447 | $2.18M | 0.0% | +11.9% | 0.091% | |
4/29/2025 | Atlantic Edge Private Wealth Management LLC | 254,562 | $11.95M | 3.7% | +0.8% | 0.501% | |
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4/29/2025 | World Investment Advisors | 15,538 | $729K | 0.0% | N/A | 0.031% | |
4/29/2025 | Brookstone Capital Management | 27,399 | $1.29M | 0.0% | +34.6% | 0.054% | |
4/28/2025 | Axis Wealth Partners LLC | 50,834 | $2.39M | 1.8% | +13.0% | 0.100% | |
4/28/2025 | Novem Group | 11,472 | $539K | 0.1% | -28.1% | 0.023% | |
4/28/2025 | Klingenstein Fields & Co. LP | 38,326 | $1.80M | 0.1% | +232.0% | 0.075% | |
4/25/2025 | Ameritas Advisory Services LLC | 4,784 | $225K | 0.0% | -10.4% | 0.009% | |
4/23/2025 | Goldstein Advisors LLC | 9,553 | $448K | 0.1% | +2.5% | 0.019% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 184,041 | $8.64M | 0.7% | +0.9% | 0.362% | |
4/23/2025 | Perigon Wealth Management LLC | 6,153 | $289K | 0.0% | +14.8% | 0.012% | |
4/23/2025 | Pinnacle Bancorp Inc. | 3,084 | $145K | 0.0% | N/A | 0.006% | |
4/23/2025 | Ferguson Shapiro LLC | 22,562 | $1.06M | 0.4% | +1.7% | 0.044% | |
4/23/2025 | Daymark Wealth Partners LLC | 43,016 | $2.02M | 0.1% | +7.6% | 0.085% | |
4/23/2025 | Valmark Advisers Inc. | 32,543 | $1.53M | 0.0% | +0.7% | 0.064% | |
4/22/2025 | Flagship Harbor Advisors LLC | 5,952 | $279K | 0.0% | -12.3% | 0.012% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 195,205 | $9.16M | 0.0% | -1.2% | 0.384% | |
4/22/2025 | Envision Financial LLC | 143,789 | $6.75M | 5.1% | +19.0% | 0.283% | |
4/22/2025 | Cyr Financial Inc. | 170,188 | $7.99M | 8.0% | +3.8% | 0.335% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 4,350 | $204K | 0.0% | -36.0% | 0.009% | |
4/18/2025 | Cornerstone Wealth Management LLC | 17,179 | $806K | 0.1% | +6.3% | 0.034% | |
4/17/2025 | Janney Montgomery Scott LLC | 34,519 | $1.62M | 0.0% | +22.3% | 0.068% | |
4/16/2025 | Avaii Wealth Management LLC | 9,034 | $424K | 0.2% | +7.1% | 0.018% | |
4/16/2025 | Pathway Financial Advisors LLC | 158,504 | $7.44M | 1.3% | +12.9% | 0.310% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 10,648 | $500K | 0.0% | -24.4% | 0.021% | |
4/15/2025 | Greenwood Capital Associates LLC | 25,390 | $1.19M | 0.2% | N/A | 0.050% | |
4/15/2025 | Chris Bulman Inc | 21,212 | $996K | 0.6% | +44.1% | 0.041% | |
4/14/2025 | Daymark Wealth Partners LLC | 43,016 | $2.02M | 0.1% | +7.6% | 0.084% | |
4/14/2025 | Toth Financial Advisory Corp | 150,032 | $7.04M | 0.8% | +12.0% | 0.293% | |
4/14/2025 | Patriot Financial Group Insurance Agency LLC | 23,980 | $1.13M | 0.2% | -22.9% | 0.047% | |
4/11/2025 | Alliance Wealth Advisors LLC | 501,145 | $23.52M | 13.3% | +1.3% | 0.982% | |
4/11/2025 | Pinnacle Wealth Management Group Inc. | 168,855 | $7.93M | 5.5% | +4.7% | 0.331% | |
4/11/2025 | Fjell Capital LLC | 138,688 | $6.51M | 6.6% | +50.1% | 0.272% | |
4/10/2025 | Strategic Planning Group LLC | 34,243 | $1.61M | 0.3% | +15.7% | 0.067% | |
4/9/2025 | Harbor Investment Advisory LLC | 528 | $25K | 0.0% | +80.8% | 0.001% | |
4/8/2025 | James J. Burns & Company LLC | 70,519 | $3.31M | 0.6% | -2.5% | 0.138% | |
4/7/2025 | AdvisorNet Financial Inc | 144,503 | $6.78M | 0.5% | +16.4% | 0.283% | |
3/19/2025 | Northeast Planning Associates INC. NH | 157,570 | $7.24M | 7.5% | N/A | 0.311% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 14,080 | $647K | 0.0% | -16.3% | 0.028% | |
2/18/2025 | Novem Group | 15,957 | $733K | 0.1% | N/A | 0.032% | |
2/18/2025 | Mpwm Advisory Solutions LLC | 4,123 | $189K | 0.1% | N/A | 0.008% | |
2/17/2025 | Cetera Investment Advisers | 513,320 | $23.59M | 0.0% | +9.5% | 1.013% | |
2/17/2025 | Bank of America Corp DE | 833,549 | $38.31M | 0.0% | +54.2% | 1.646% | |
2/17/2025 | Aptus Capital Advisors LLC | 182,201 | $8.37M | 0.1% | N/A | 0.360% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 19,342 | $889K | 0.0% | +103.2% | 0.038% | |
2/14/2025 | Jane Street Group LLC | 110,854 | $5.10M | 0.0% | +200.2% | 0.219% | |
2/14/2025 | Comerica Bank | 9,324 | $429K | 0.0% | +16.0% | 0.018% | |
2/14/2025 | Betterment LLC | 6,675 | $307K | 0.0% | -52.9% | 0.013% | |
2/14/2025 | Integrated Wealth Concepts LLC | 29,523 | $1.36M | 0.0% | +58.1% | 0.058% | |
2/14/2025 | Susquehanna International Group LLP | 41,159 | $1.89M | 0.0% | N/A | 0.081% | |
2/14/2025 | Stifel Financial Corp | 38,979 | $1.79M | 0.0% | -38.8% | 0.077% | |
2/14/2025 | Tower Research Capital LLC TRC | 536 | $25K | 0.0% | N/A | 0.001% | |
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 |
2/14/2025 | MML Investors Services LLC | 25,551 | $1.17M | 0.0% | +4.5% | 0.050% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 32,162 | $1.48M | 0.1% | -2.6% | 0.063% | |
2/13/2025 | Keystone Financial Group | 9,267 | $426K | 0.0% | N/A | 0.018% | |
2/13/2025 | Raymond James Financial Inc. | 783,160 | $35.99M | 0.0% | N/A | 1.546% | |
2/13/2025 | Advisory Services Network LLC | 28,599 | $1.31M | 0.0% | -28.1% | 0.056% | |
2/13/2025 | Envestnet Asset Management Inc. | 41,526 | $1.91M | 0.0% | -87.1% | 0.082% | |
2/13/2025 | Wells Fargo & Company MN | 498,140 | $22.90M | 0.0% | +184.2% | 0.983% | |
2/12/2025 | Nicolet Advisory Services LLC | 352,656 | $16.05M | 1.5% | +2.7% | 0.696% | |
2/12/2025 | Private Portfolio Partners LLC | 7,238 | $333K | 0.1% | -6.8% | 0.014% | |
2/12/2025 | CIBC Private Wealth Group LLC | 3,661 | $167K | 0.0% | -16.3% | 0.007% | |