5/20/2025 | Belpointe Asset Management LLC | 5,717 | $292K | 0.0% | N/A | 0.034% | |
5/20/2025 | Focus Partners Wealth | 1,087,285 | $55.55M | 0.1% | -0.8% | 6.522% | |
5/16/2025 | NewEdge Advisors LLC | 8,936 | $457K | 0.0% | +4.6% | 0.054% | |
5/14/2025 | Transamerica Financial Advisors LLC | 50,361 | $2.57M | 0.3% | -4.4% | 0.302% | |
5/14/2025 | Islay Capital Management LLC | 63,137 | $3.23M | 2.2% | +64.0% | 0.379% | |
5/14/2025 | CW Advisors LLC | 398,294 | $20.35M | 0.2% | +8.1% | 2.389% | |
5/12/2025 | Benjamin Edwards Inc. | 39,888 | $2.04M | 0.0% | -28.1% | 0.239% | |
5/9/2025 | Wealthspire Advisors LLC | 17,983 | $919K | 0.0% | -10.3% | 0.108% | |
5/9/2025 | Heritage Trust Co | 141,977 | $7.25M | 0.9% | +6.4% | 0.852% | |
5/7/2025 | Patten & Patten Inc. TN | 4,049 | $207K | 0.0% | N/A | 0.024% | |
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5/7/2025 | LPL Financial LLC | 80,415 | $4.11M | 0.0% | +16.4% | 0.482% | |
5/5/2025 | Lewis Asset Management LLC | 45,151 | $2.31M | 1.9% | +3.6% | 0.271% | |
5/5/2025 | Kestra Private Wealth Services LLC | 166,259 | $8.49M | 0.1% | +4.4% | 0.997% | |
5/2/2025 | Sage Mountain Advisors LLC | 66,736 | $3.41M | 0.3% | -1.3% | 0.403% | |
5/1/2025 | IFC Advisors LLC | 148,966 | $7.61M | 1.6% | +163.6% | 0.899% | |
5/1/2025 | Country Club Bank | 155,189 | $7.97M | 0.5% | +190.9% | 0.937% | |
4/30/2025 | TradeWell Securities LLC. | 22,938 | $1.17M | 0.6% | +20.6% | 0.138% | |
4/29/2025 | Concurrent Investment Advisors LLC | 14,726 | $752K | 0.0% | -2.0% | 0.089% | |
4/28/2025 | Able Wealth Management LLC | 6,695 | $342K | 0.2% | N/A | 0.040% | |
4/24/2025 | Crescent Grove Advisors LLC | 455,291 | $23.37M | 2.4% | +75.7% | 2.753% | |
4/22/2025 | Diversified Portfolios Inc. | 14,608 | $746K | 0.1% | N/A | 0.088% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 15,505 | $792K | 0.0% | N/A | 0.094% | |
4/22/2025 | XY Planning Network Inc. | 27,044 | $1.38M | 0.9% | N/A | 0.164% | |
4/21/2025 | Riverwater Partners LLC | 4,928 | $252K | 0.1% | +6.9% | 0.030% | |
4/21/2025 | Steel Grove Capital Advisors LLC | 61,580 | $3.15M | 0.5% | N/A | 0.373% | |
4/17/2025 | Precision Wealth Strategies LLC | 57,361 | $2.93M | 2.2% | -3.5% | 0.349% | |
4/17/2025 | Janney Montgomery Scott LLC | 195,604 | $9.99M | 0.0% | +13.0% | 1.191% | |
4/17/2025 | Tcfg Wealth Management LLC | 116,676 | $5.96M | 3.0% | -3.8% | 0.711% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 8,079,980 | $412.81M | 0.8% | +10.7% | 49.208% | |
4/16/2025 | NorthCrest Asset Manangement LLC | 44,622 | $2.28M | 0.1% | +167.9% | 0.272% | |
4/15/2025 | Parsons Capital Management Inc. RI | 66,937 | $3.42M | 0.2% | N/A | 0.408% | |
4/15/2025 | Requisite Capital Management LLC | 292,491 | $15.02M | 3.4% | +31.9% | 1.781% | |
4/14/2025 | Midland Wealth Advisors LLC | 140,406 | $7.17M | 0.4% | +8.9% | 0.855% | |
4/14/2025 | Sentinel Pension Advisors LLC | 10,200 | $521K | 0.1% | -46.6% | 0.062% | |
4/10/2025 | Richard P Slaughter Associates Inc | 694,431 | $35.48M | 8.3% | -7.2% | 4.335% | |
4/9/2025 | RFG Advisory LLC | 14,273 | $729K | 0.0% | +89.4% | 0.089% | |
4/9/2025 | Worth Asset Management LLC | 5,367 | $274K | 0.1% | -72.4% | 0.034% | |
4/9/2025 | Mechanics Bank Trust Department | 60,078 | $3.07M | 0.4% | +1.1% | 0.375% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 7,300,696 | $372.81M | 0.7% | +13.2% | 51.233% | |
3/17/2025 | NorthCrest Asset Manangement LLC | 16,659 | $851K | 0.0% | +117.5% | 0.117% | |
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 |
2/18/2025 | Vise Technologies Inc. | 5,478 | $280K | 0.0% | N/A | 0.038% | |
2/17/2025 | Snowden Capital Advisors LLC | 6,810 | $350K | 0.0% | N/A | 0.048% | |
2/17/2025 | Focus Partners Wealth | 1,096,533 | $55.99M | 0.1% | +4.4% | 7.695% | |
2/17/2025 | Citadel Advisors LLC | 15,250 | $779K | 0.0% | -82.9% | 0.107% | |
2/17/2025 | Benjamin Edwards Inc. | 55,490 | $2.83M | 0.0% | +0.5% | 0.389% | |
2/14/2025 | Stifel Financial Corp | 131,151 | $6.70M | 0.0% | +10.2% | 0.920% | |
2/13/2025 | NewEdge Advisors LLC | 8,544 | $436K | 0.0% | -2.8% | 0.060% | |
2/13/2025 | Heritage Trust Co | 133,444 | $6.81M | 0.8% | N/A | 0.936% | |
2/13/2025 | Raymond James Financial Inc. | 4,545 | $232K | 0.0% | N/A | 0.032% | |
2/13/2025 | Wells Fargo & Company MN | 142,514 | $7.28M | 0.0% | +839.1% | 1.000% | |
2/13/2025 | Islay Capital Management LLC | 38,487 | $1.97M | 1.4% | -4.8% | 0.270% | |
2/13/2025 | Riverwater Partners LLC | 4,609 | $235K | 0.1% | N/A | 0.032% | |
2/12/2025 | OLD Mission Capital LLC | 25,911 | $1.32M | 0.0% | N/A | 0.182% | |
2/12/2025 | Transamerica Financial Advisors Inc. | 52,689 | $2.69M | 0.3% | -3.7% | 0.370% | |
2/11/2025 | Congress Wealth Management LLC DE | 368,385 | $18.81M | 0.3% | +43.2% | 2.585% | |
2/11/2025 | LPL Financial LLC | 69,086 | $3.53M | 0.0% | -11.7% | 0.485% | |
2/10/2025 | Commonwealth Equity Services LLC | 44,504 | $2.27M | 0.0% | +34.6% | 0.312% | |
2/7/2025 | Sage Mountain Advisors LLC | 67,645 | $3.45M | 0.3% | +14.8% | 0.475% | |
2/7/2025 | Midland Wealth Advisors LLC | 128,977 | $6.59M | 0.4% | +61.0% | 0.905% | |
2/6/2025 | Raymond James Financial Inc. | 4,545 | $232K | 0.0% | N/A | 0.032% | |
2/5/2025 | US Bancorp DE | 19,500 | $996K | 0.0% | N/A | 0.137% | |
2/4/2025 | Wealthspire Advisors LLC | 20,037 | $1.02M | 0.0% | N/A | 0.141% | |
2/3/2025 | Concurrent Investment Advisors LLC | 15,026 | $767K | 0.0% | +49.1% | 0.105% | |
1/30/2025 | Tcfg Wealth Management LLC | 121,284 | $6.19M | 3.1% | +5.0% | 0.854% | |
1/28/2025 | Kestra Private Wealth Services LLC | 159,261 | $8.13M | 0.1% | +2.8% | 1.124% | |
1/27/2025 | Country Club Bank | 53,344 | $2.74M | 0.2% | N/A | 0.376% | |
1/24/2025 | Precision Wealth Strategies LLC | 59,465 | $3.04M | 2.4% | +44.2% | 0.422% | |
1/23/2025 | Lewis Asset Management LLC | 43,580 | $2.23M | 1.7% | -2.2% | 0.309% | |
1/21/2025 | Requisite Capital Management LLC | 221,693 | $11.38M | 2.3% | +43.4% | 1.572% | |
1/21/2025 | Crescent Grove Advisors LLC | 259,067 | $13.30M | 1.3% | +542.8% | 1.837% | |
1/21/2025 | RFG Advisory LLC | 7,535 | $385K | 0.0% | N/A | 0.053% | |
1/17/2025 | Secure Asset Management LLC | 19,028 | $972K | 0.1% | +14.5% | 0.137% | |
1/17/2025 | Janney Montgomery Scott LLC | 173,109 | $8.84M | 0.0% | +16.0% | 1.245% | |
1/16/2025 | Mechanics Bank Trust Department | 59,430 | $3.04M | 0.4% | -1.2% | 0.428% | |
1/14/2025 | Richard P Slaughter Associates Inc | 748,475 | $38.22M | 8.6% | +11.6% | 5.400% | |
1/13/2025 | Sentinel Pension Advisors Inc. | 19,119 | $976K | 0.2% | +30.2% | 0.138% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 6,450,558 | $330.08M | 0.7% | +0.0% | 46.541% | |
1/8/2025 | Worth Asset Management LLC | 19,473 | $994K | 0.5% | +59.8% | 0.140% | |
11/15/2024 | Jane Street Group LLC | 36,466 | $1.87M | 0.0% | +452.3% | 0.457% | |
11/15/2024 | Stifel Financial Corp | 119,010 | $6.09M | 0.0% | -3.8% | 1.491% | |
11/15/2024 | Benjamin Edwards Inc. | 55,207 | $2.83M | 0.0% | +2,943.4% | 0.692% | |
11/14/2024 | Flow Traders U.S. LLC | 58,077 | $2.97M | 0.2% | +1,219.6% | 0.728% | |
11/13/2024 | Transamerica Financial Advisors Inc. | 54,702 | $2.80M | 0.3% | +0.4% | 0.685% | |
11/7/2024 | Tidemark LLC | 1,000 | $51K | 0.0% | N/A | 0.013% | |
11/7/2024 | Islay Capital Management LLC | 40,413 | $2.07M | 1.4% | +23.5% | 0.506% | |
11/1/2024 | Assetmark Inc. | 491 | $25K | 0.0% | N/A | 0.006% | |
11/1/2024 | Lewis Asset Management LLC | 44,551 | $2.28M | 1.7% | +1.1% | 0.558% | |
10/30/2024 | Crescent Grove Advisors LLC | 40,304 | $2.07M | 0.2% | +70.4% | 0.505% | |
10/29/2024 | Janney Montgomery Scott LLC | 149,252 | $7.64M | 0.0% | +61.4% | 1.870% | |
10/29/2024 | Farther Finance Advisors LLC | 1,412 | $72K | 0.0% | N/A | 0.018% | |
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 |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 6,448,518 | $329.97M | 0.7% | +24.0% | 80.808% | |
10/24/2024 | NorthCrest Asset Manangement LLC | 7,658 | $392K | 0.0% | +76.9% | 0.096% | |
10/21/2024 | Precision Wealth Strategies LLC | 41,245 | $2.11M | 2.0% | -7.3% | 0.517% | |
10/16/2024 | Secure Asset Management LLC | 16,612 | $850K | 0.1% | -59.5% | 0.208% | |
10/16/2024 | Sentinel Pension Advisors Inc. | 14,684 | $751K | 0.1% | -52.6% | 0.184% | |
10/10/2024 | Mechanics Bank Trust Department | 60,150 | $3.08M | 0.4% | +5.3% | 0.754% | |
10/10/2024 | Requisite Capital Management LLC | 154,575 | $7.95M | 1.7% | +7.7% | 1.937% | |
10/9/2024 | Worth Asset Management LLC | 12,189 | $624K | 0.3% | N/A | 0.153% | |
10/7/2024 | Richard P Slaughter Associates Inc | 670,927 | $34.33M | 8.0% | +12,338.4% | 8.408% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 45,526 | $2.32M | 0.0% | -17.5% | 0.571% | |