| 5/14/2025 | Legend Financial Advisors Inc. | 171,240 | $4.84M | 3.6% | +6.6% | 5.885% | |
| 5/13/2025 | HighTower Advisors LLC | 104,580 | $2.95M | 0.0% | +10.6% | 3.594% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 9,659 | $273K | 0.0% | +14.4% | 0.332% | |
| 5/8/2025 | Harbour Investments Inc. | 113,576 | $3.21M | 0.1% | +8.6% | 3.903% | |
| 5/6/2025 | Assetmark Inc. | 25,402 | $717K | 0.0% | -12.3% | 0.873% | |
| 5/6/2025 | Cetera Investment Advisers | 41,658 | $1.18M | 0.0% | +19.1% | 1.432% | |
| 5/6/2025 | Advisors Preferred LLC | 16,466 | $464K | 0.1% | N/A | 0.566% | |
| 5/6/2025 | PFG Advisors | 58,503 | $1.65M | 0.1% | +18.2% | 2.010% | |
| 4/30/2025 | Allworth Financial LP | 3,020 | $85K | 0.0% | -14.9% | 0.104% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 243,034 | $6.86M | 0.0% | +8.7% | 8.352% | |
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| 4/29/2025 | World Investment Advisors | 7,394 | $209K | 0.0% | N/A | 0.254% | |
| 4/22/2025 | Cantor Fitzgerald Investment Advisors L.P. | 582,196 | $16.44M | 1.2% | +4.3% | 20.007% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 14,384 | $406K | 0.0% | +7.0% | 0.494% | |
| 4/17/2025 | Columbus Macro LLC | 23,617 | $667K | 0.1% | -6.1% | 0.812% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 38,732 | $1.09M | 0.0% | +158.0% | 1.331% | |
| 2/18/2025 | GTS Securities LLC | 64,678 | $1.78M | 0.1% | N/A | 2.478% | |
| 2/17/2025 | Cetera Investment Advisers | 34,964 | $963K | 0.0% | -2.6% | 1.340% | |
| 2/17/2025 | Bank of America Corp DE | 14,065 | $387K | 0.0% | -13.7% | 0.539% | |
| 2/14/2025 | Jane Street Group LLC | 112,682 | $3.10M | 0.0% | +1,301.2% | 4.317% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 223,513 | $6.15M | 0.0% | -1.5% | 8.564% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 184,278 | $5.07M | 0.0% | +7.2% | 7.060% | |
| 2/11/2025 | LPL Financial LLC | 7,908 | $218K | 0.0% | N/A | 0.303% | |
| 2/10/2025 | Harbour Investments Inc. | 104,630 | $2.88M | 0.1% | +5.2% | 4.009% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 13,446 | $370K | 0.0% | +22.5% | 0.515% | |
| 2/7/2025 | PFG Advisors | 49,483 | $1.36M | 0.1% | +10.5% | 1.896% | |
| 2/7/2025 | HighTower Advisors LLC | 94,524 | $2.60M | 0.0% | +1.4% | 3.622% | |
| 2/6/2025 | Atria Investments Inc | 28,307 | $779K | 0.0% | -5.8% | 1.085% | |
| 2/6/2025 | Assetmark Inc. | 28,972 | $798K | 0.0% | -3.1% | 1.110% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 5,856 | $161K | 0.0% | +68.2% | 0.224% | |
| 2/5/2025 | Private Trust Co. NA | 1,428 | $39K | 0.0% | -30.0% | 0.055% | |
| 2/5/2025 | New York Life Investment Management LLC | 348,734 | $9.60M | 0.1% | -3.0% | 13.361% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 8,446 | $233K | 0.0% | N/A | 0.324% | |
| 1/28/2025 | Cantor Fitzgerald Investment Advisors L.P. | 557,948 | $15.36M | 1.1% | +3.6% | 21.377% | |
| 1/24/2025 | Columbus Macro LLC | 25,145 | $692K | 0.1% | +77.4% | 0.963% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 15,010 | $413K | 0.0% | +37.4% | 0.575% | |
| 1/16/2025 | Diversify Advisory Services LLC | 62,225 | $1.73M | 0.1% | -1.3% | 2.384% | |
| 1/7/2025 | Legend Financial Advisors Inc. | 160,666 | $4.42M | 3.1% | +2.0% | 6.156% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 171,919 | $4.77M | 0.1% | +3.0% | 6.587% | |
| 11/15/2024 | Jane Street Group LLC | 8,042 | $223K | 0.0% | -96.3% | 0.308% | |
| 11/15/2024 | HighTower Advisors LLC | 93,248 | $2.57M | 0.0% | +1.8% | 3.573% | |
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| 11/14/2024 | Captrust Financial Advisors | 44,008 | $1.22M | 0.0% | -7.5% | 1.686% | |
| 11/5/2024 | Harbour Investments Inc. | 99,492 | $2.76M | 0.1% | +28.9% | 3.812% | |
| 11/1/2024 | Atria Investments Inc | 30,045 | $833K | 0.0% | +5.1% | 1.151% | |
| 10/25/2024 | Diversify Advisory Services LLC | 63,026 | $1.76M | 0.1% | +3.7% | 2.415% | |
| 10/25/2024 | Cantor Fitzgerald Investment Advisors L.P. | 538,582 | $14.93M | 1.0% | +20.9% | 20.635% | |
| 10/23/2024 | Allworth Financial LP | 3,208 | $89K | 0.0% | -30.4% | 0.123% | |
| 10/18/2024 | Legend Financial Advisors Inc. | 157,452 | $4.37M | 3.0% | -2.3% | 6.033% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 7,999 | $222K | 0.0% | -10.1% | 0.306% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 10,926 | $303K | 0.0% | N/A | 0.419% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 233,171 | $6.28M | 0.0% | -0.4% | 8.934% | |
| 8/8/2024 | PFG Advisors | 29,734 | $800K | 0.1% | +28.8% | 1.139% | |
| 8/5/2024 | New York Life Investment Management LLC | 302,946 | $8.16M | 0.1% | +48.6% | 11.607% | |
| 7/27/2024 | Legend Financial Advisors Inc. | 161,143 | $4.34M | 3.1% | +5.6% | 6.174% | |
| 7/26/2024 | Harbour Investments Inc. | 77,196 | $2.08M | 0.1% | +0.6% | 2.958% | |
| 7/19/2024 | Cantor Fitzgerald Investment Advisors L.P. | 445,539 | $11.99M | 0.9% | +0.7% | 17.070% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 8,444 | $227K | 0.0% | N/A | 0.324% | |
| 7/12/2024 | Diversify Advisory Services LLC | 60,787 | $1.64M | 0.1% | +2.0% | 2.329% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 165,998 | $4.51M | 0.0% | -3.2% | 6.360% | |
| 5/7/2024 | PFG Advisors | 23,079 | $627K | 0.0% | -1.6% | 0.884% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 9,064 | $246K | 0.0% | -10.5% | 0.328% | |
| 5/1/2024 | Cantor Fitzgerald Investment Advisors L.P. | 442,385 | $12.02M | 0.9% | -1.4% | 16.028% | |
| 5/1/2024 | Diversify Advisory Services LLC | 59,576 | $1.62M | 0.1% | N/A | 2.159% | |
| 4/17/2024 | Legend Financial Advisors Inc. | 152,643 | $4.15M | 3.0% | +5.3% | 5.531% | |
| 4/13/2024 | Columbus Macro LLC | 14,261 | $388K | 0.1% | +3.0% | 0.508% | |
| 3/29/2024 | Kapitalo Investimentos Ltda | 204,347 | $5.47M | 1.1% | -9.2% | 7.272% | |
| 2/12/2024 | Cantor Fitzgerald Investment Advisors L.P. | 448,467 | $12.00M | 0.9% | N/A | 15.960% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 171,442 | $4.58M | 0.1% | -6.4% | 6.101% | |
| 2/7/2024 | Concourse Financial Group Securities Inc. | 10,122 | $271K | 0.0% | -6.4% | 0.360% | |
| 2/6/2024 | New York Life Investment Management LLC | 385,861 | $10.32M | 0.1% | +12.6% | 13.732% | |
| 1/31/2024 | Legend Financial Advisors Inc. | 144,894 | $3.88M | 3.1% | -0.7% | 5.156% | |
| 1/24/2024 | Allworth Financial LP | 90,780 | $2.43M | 0.0% | -71.2% | 3.231% | |
| 1/19/2024 | PFG Advisors | 23,460 | $628K | 0.1% | +17.9% | 0.835% | |
| 1/19/2024 | Columbus Macro LLC | 13,844 | $371K | 0.1% | -3.3% | 0.493% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 255,946 | $6.72M | 0.0% | -2.5% | 9.108% | |
| 11/8/2023 | HighTower Advisors LLC | 85,095 | $2.22M | 0.0% | +4.9% | 3.028% | |
| 11/8/2023 | New York Life Investment Management LLC | 342,561 | $8.99M | 0.1% | +105.2% | 12.191% | |
| 11/7/2023 | Advisors Preferred LLC | 4,253 | $111K | 0.0% | N/A | 0.151% | |
| 11/1/2023 | Orion Portfolio Solutions LLC | 183,164 | $4.81M | 0.1% | -3.0% | 6.518% | |
| 11/1/2023 | Nwam LLC | 7,647 | $201K | 0.0% | -27.6% | 0.272% | |
| 10/31/2023 | Allworth Financial LP | 315,654 | $8.29M | 0.1% | -5.4% | 11.233% | |
| 10/24/2023 | Bank of New York Mellon Corp | 33,301 | $874K | 0.0% | -3.4% | 1.185% | |
| 10/13/2023 | PFG Advisors | 19,890 | $522K | 0.0% | +23.0% | 0.708% | |
| 8/15/2023 | Cantor Fitzgerald L. P. | 786,413 | $20.03M | 0.5% | -2.4% | 27.986% | |
| 8/10/2023 | Nwam LLC | 10,562 | $269K | 0.0% | -14.1% | 0.376% | |
| 8/10/2023 | Meitav Investment House Ltd. | 58,550 | $2.62M | 0.0% | N/A | 2.084% | |
| 8/10/2023 | Cetera Investment Advisers | 36,967 | $942K | 0.0% | -1.6% | 1.316% | |
| 8/7/2023 | New York Life Investment Management LLC | 166,930 | $4.25M | 0.0% | N/A | 5.941% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 262,637 | $6.69M | 0.0% | -1.4% | 9.347% | |
| 7/26/2023 | Privium Fund Management B.V. | 62,900 | $1.60M | 0.4% | N/A | 2.599% | |
| 7/24/2023 | Meitav Investment House Ltd. | 58,550 | $2.62M | 0.0% | N/A | 2.419% | |
This Is The Moment You Betray Trump (Or Prove Them Wrong) (Ad) They said you wouldn’t last—that Bidenflation, Wall Street selloffs, and DEI funds would break your loyalty to Trump’s economic plan. But now there’s a way to protect your retirement without backing down.
This free 2025 Wealth Protection Guide reveals how you can use a legal IRS loophole—nicknamed “Piggy Bank”—to shield your savings. Protect your savings without betraying Trump |
| 7/21/2023 | Columbus Macro LLC | 14,398 | $369K | 0.1% | -16.8% | 0.595% | |
| 7/18/2023 | Allworth Financial LP | 333,714 | $8.50M | 0.1% | -2.1% | 13.790% | |
| 4/27/2023 | Columbus Macro LLC | 17,306 | $445K | 0.2% | -3.7% | 0.455% | |
| 4/27/2023 | Stratos Wealth Advisors LLC | 8,002 | $203K | 0.0% | N/A | 0.211% | |
| 4/26/2023 | Legend Financial Advisors Inc. | 148,358 | $3.76M | 3.2% | +4.5% | 3.904% | |
| 4/21/2023 | PFG Advisors | 16,092 | $408K | 0.0% | -47.6% | 0.423% | |
| 4/18/2023 | Allworth Financial LP | 340,725 | $8.64M | 0.1% | -32.0% | 8.966% | |
| 2/14/2023 | Quantitative Advantage LLC | 47,917 | $1.23M | 0.2% | +1.3% | 1.261% | |
| 2/10/2023 | Arlington Capital Management Inc. | 176,141 | $4.54M | 5.1% | N/A | 4.635% | |
| 2/9/2023 | Privium Fund Management UK Ltd | 62,900 | $1.62M | 1.2% | N/A | 1.655% | |
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