| 5/20/2025 | Focus Partners Wealth | 326,840 | $20.38M | 0.1% | N/A | 5.921% | |
| 5/19/2025 | Jane Street Group LLC | 7,512 | $468K | 0.0% | N/A | 0.136% | |
| 5/15/2025 | Tortoise Investment Management LLC | 5,320 | $332K | 0.0% | +12.5% | 0.096% | |
| 5/15/2025 | Clarity Asset Management Inc. | 452,668 | $28.23M | 18.2% | +19.3% | 8.201% | |
| 5/14/2025 | Orion Capital Management LLC | 8,972 | $559K | 0.2% | +8.9% | 0.166% | |
| 5/14/2025 | Hill Investment Group Partners LLC | 13,776 | $859K | 0.1% | +9.5% | 0.255% | |
| 5/13/2025 | Raymond James Financial Inc. | 104,070 | $6.49M | 0.0% | N/A | 1.927% | |
| 5/13/2025 | HighTower Advisors LLC | 48,681 | $3.04M | 0.0% | +2.8% | 0.902% | |
| 5/7/2025 | Werba Rubin Papier Wealth Management | 3,934 | $245K | 0.1% | +24.9% | 0.073% | |
| 5/7/2025 | Wealthstream Advisors Inc. | 34,186 | $2.13M | 0.4% | -2.3% | 0.633% | |
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| 5/7/2025 | LPL Financial LLC | 22,924 | $1.43M | 0.0% | +59.4% | 0.425% | |
| 5/7/2025 | HB Wealth Management LLC | 24,090 | $1.50M | 0.0% | N/A | 0.446% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 6,899 | $430K | 0.0% | -34.0% | 0.128% | |
| 5/6/2025 | Grand Wealth Management LLC | 1,625 | $101K | 0.1% | +74.0% | 0.030% | |
| 5/6/2025 | Kelman Lazarov Inc. | 11,232 | $700K | 0.1% | +4.6% | 0.208% | |
| 5/6/2025 | Journey Strategic Wealth LLC | 15,492 | $966K | 0.0% | -3.7% | 0.287% | |
| 5/6/2025 | Vista Capital Partners Inc. | 19,564 | $1.22M | 0.1% | -8.8% | 0.362% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 7,529 | $463K | 0.0% | N/A | 0.139% | |
| 5/2/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 5,894 | $368K | 0.1% | +6.8% | 0.109% | |
| 5/1/2025 | Asset Dedication LLC | 776 | $48K | 0.0% | +102.1% | 0.014% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 14,531 | $906K | 0.0% | +25.8% | 0.269% | |
| 4/28/2025 | Red Lighthouse Investment Management LLC | 2,331 | $143K | 0.1% | +12.8% | 0.043% | |
| 4/28/2025 | Quarry Hill Advisors LLC | 16,336 | $1.02M | 0.7% | +10.1% | 0.303% | |
| 4/25/2025 | EnRich Financial Partners LLC | 10,792 | $673K | 0.2% | N/A | 0.200% | |
| 4/25/2025 | Trademark Financial Management LLC | 44,197 | $2.76M | 2.1% | -6.6% | 0.818% | |
| 4/23/2025 | Austin Asset Management Co Inc | 6,485 | $404K | 0.1% | N/A | 0.120% | |
| 4/23/2025 | Northland Capital Management LLC | 65,252 | $4.07M | 2.8% | -2.3% | 1.208% | |
| 4/22/2025 | Diversified Portfolios Inc. | 21,825 | $1.36M | 0.1% | -9.1% | 0.404% | |
| 4/18/2025 | Bfsg LLC | 12,045 | $751K | 0.1% | +47.4% | 0.228% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 137,887 | $8.60M | 0.0% | N/A | 2.611% | |
| 4/15/2025 | Vestment Financial LLC | 18,102 | $1.14M | 0.8% | +9.1% | 0.343% | |
| 4/14/2025 | LexAurum Advisors LLC | 11,067 | $690K | 0.1% | +5.5% | 0.210% | |
| 4/9/2025 | Elevation Wealth Partners LLC | 981 | $61K | 0.0% | N/A | 0.019% | |
| 4/8/2025 | Highland Financial Advisors LLC | 101,435 | $6.33M | 2.3% | +1.4% | 1.921% | |
| 2/27/2025 | ABLE Financial Group LLC | 6,398 | $423K | 0.1% | +8.5% | 0.125% | |
| 2/17/2025 | Waverly Advisors LLC | 139,519 | $9.23M | 0.1% | -0.8% | 3.346% | |
| 2/17/2025 | Vestment Financial LLC | 16,591 | $1.10M | 0.8% | N/A | 0.398% | |
| 2/17/2025 | Clarity Asset Management Inc. | 379,408 | $25.09M | 16.3% | -2.4% | 9.099% | |
| 2/17/2025 | Citadel Advisors LLC | 12,227 | $808K | 0.0% | N/A | 0.293% | |
| 2/14/2025 | Oak Wealth Advisors LLC | 8,958 | $592K | 0.5% | N/A | 0.215% | |
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| 2/13/2025 | Mariner LLC | 94,405 | $6.24M | 0.0% | +92.9% | 2.264% | |
| 2/13/2025 | Kelman Lazarov Inc. | 10,741 | $710K | 0.1% | +7.6% | 0.258% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 11,555 | $764K | 0.0% | +19.3% | 0.277% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 20,970 | $1.39M | 0.0% | -4.8% | 0.503% | |
| 2/11/2025 | LPL Financial LLC | 14,384 | $951K | 0.0% | -31.8% | 0.345% | |
| 2/10/2025 | Curio Wealth LLC | 2,115 | $140K | 0.1% | N/A | 0.051% | |
| 2/10/2025 | Corient Private Wealth LLC | 162,803 | $10.77M | 0.0% | +1.8% | 3.904% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 117,491 | $7.77M | 0.0% | +0.6% | 2.818% | |
| 2/10/2025 | Parkworth Wealth Management Inc. | 2,147 | $142K | 0.1% | N/A | 0.051% | |
| 2/7/2025 | HighTower Advisors LLC | 47,340 | $3.13M | 0.0% | -3.0% | 1.135% | |
| 2/7/2025 | Tortoise Investment Management LLC | 4,730 | $313K | 0.0% | +6.8% | 0.113% | |
| 2/7/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 5,521 | $365K | 0.1% | +59.0% | 0.132% | |
| 2/7/2025 | Red Lighthouse Investment Management LLC | 2,067 | $137K | 0.1% | -11.7% | 0.050% | |
| 2/5/2025 | Passive Capital Management LLC. | 12,598 | $833K | 0.3% | +8.0% | 0.302% | |
| 2/4/2025 | Wealthstream Advisors Inc. | 34,987 | $2.31M | 0.4% | +41.5% | 0.839% | |
| 2/3/2025 | Trellis Wealth Advisors LLC | 33,572 | $2.22M | 1.1% | -1.1% | 0.805% | |
| 2/3/2025 | Werba Rubin Papier Wealth Management | 3,150 | $208K | 0.0% | N/A | 0.076% | |
| 1/31/2025 | Bfsg LLC | 8,171 | $540K | 0.1% | +41.0% | 0.196% | |
| 1/31/2025 | Truist Financial Corp | 11,555 | $764K | 0.0% | +19.3% | 0.277% | |
| 1/30/2025 | Highland Financial Advisors LLC | 100,039 | $6.62M | 2.3% | +4.1% | 2.399% | |
| 1/30/2025 | Trademark Financial Management LLC | 47,339 | $3.13M | 2.5% | +58.7% | 1.135% | |
| 1/29/2025 | PrairieView Partners LLC | 31,781 | $2.10M | 0.2% | -3.5% | 0.762% | |
| 1/24/2025 | Journey Strategic Wealth LLC | 16,087 | $1.06M | 0.0% | -5.9% | 0.386% | |
| 1/22/2025 | Perigon Wealth Management LLC | 4,325 | $291K | 0.0% | +27.6% | 0.104% | |
| 1/22/2025 | Northland Capital Management LLC | 66,766 | $4.42M | 3.3% | -14.9% | 1.601% | |
| 1/21/2025 | LexAurum Advisors LLC | 10,486 | $693K | 0.1% | +4.7% | 0.251% | |
| 11/15/2024 | Clarity Asset Management Inc. | 388,873 | $25.39M | 17.7% | +8.5% | 9.325% | |
| 11/15/2024 | Passive Capital Management LLC. | 11,667 | $762K | 0.3% | -2.6% | 0.280% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 22,019 | $1.44M | 0.0% | -6.1% | 0.528% | |
| 11/15/2024 | HighTower Advisors LLC | 48,818 | $3.19M | 0.0% | -2.7% | 1.171% | |
| 11/6/2024 | Wealthstream Advisors Inc. | 24,725 | $1.62M | 0.3% | +3.3% | 0.593% | |
| 11/4/2024 | Axxcess Wealth Management LLC | 4,692 | $306K | 0.0% | +27.3% | 0.113% | |
| 11/1/2024 | Vista Capital Partners Inc. | 21,451 | $1.40M | 0.2% | -1.0% | 0.514% | |
| 10/31/2024 | Trademark Financial Management LLC | 29,828 | $1.95M | 1.5% | +0.8% | 0.715% | |
| 10/30/2024 | Highland Financial Advisors LLC | 96,131 | $6.28M | 2.2% | +16.6% | 2.305% | |
| 10/25/2024 | Quarry Hill Advisors LLC | 14,899 | $973K | 0.7% | +2.8% | 0.357% | |
| 10/23/2024 | North Ridge Wealth Advisors Inc. | 3,295 | $215K | 0.1% | -8.6% | 0.079% | |
| 10/23/2024 | Northland Capital Management LLC | 78,423 | $5.12M | 2.9% | +10.2% | 1.881% | |
| 10/17/2024 | LexAurum Advisors LLC | 10,013 | $654K | 0.1% | +128.4% | 0.240% | |
| 10/16/2024 | Financial Advisors LLC | 9,600 | $627K | 0.1% | N/A | 0.230% | |
| 10/16/2024 | Bfsg LLC | 5,794 | $378K | 0.0% | +44.2% | 0.139% | |
| 9/25/2024 | Passive Capital Management LLC. | 11,974 | $739K | 0.3% | +6.2% | 0.287% | |
| 8/16/2024 | Clarity Asset Management Inc. | 358,347 | $22.13M | 15.7% | +9.0% | 8.593% | |
| 8/13/2024 | Merriman Wealth Management LLC | 299,481 | $18.49M | 0.8% | +3.4% | 7.182% | |
| 8/5/2024 | Quarry Hill Advisors LLC | 14,497 | $895K | 0.6% | +237.1% | 0.348% | |
| 8/5/2024 | Hill Investment Group Partners LLC | 9,124 | $579K | 0.1% | -38.6% | 0.219% | |
| 8/1/2024 | PrairieView Partners LLC | 30,626 | $1.89M | 0.2% | +63.9% | 0.734% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 113,843 | $7.03M | 0.0% | -1.5% | 2.730% | |
| 7/31/2024 | Trademark Financial Management LLC | 29,599 | $1.83M | 1.5% | -1.4% | 0.710% | |
| 7/29/2024 | Wealthstream Advisors Inc. | 23,925 | $1.48M | 0.5% | +1.4% | 0.574% | |
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 |
| 7/29/2024 | Bfsg LLC | 4,019 | $248K | 0.0% | +209.2% | 0.096% | |
| 7/26/2024 | ABLE Financial Group LLC | 5,866 | $362K | 0.1% | N/A | 0.141% | |
| 7/26/2024 | Sprinkle Financial Consultants LLC | 5,167 | $319K | 0.3% | +56.5% | 0.124% | |
| 7/17/2024 | Highland Financial Advisors LLC | 82,454 | $5.09M | 1.9% | +33.6% | 1.977% | |
| 5/16/2024 | Waverly Advisors LLC | 143,925 | $8.84M | 0.2% | +3.4% | 3.451% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 10,628 | $653K | 0.0% | N/A | 0.255% | |
| 5/8/2024 | Trademark Financial Management LLC | 30,021 | $1.84M | 1.5% | +29.7% | 0.720% | |
| 5/7/2024 | TCI Wealth Advisors Inc. | 5,175 | $318K | 0.0% | -14.0% | 0.124% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 115,542 | $7.10M | 0.0% | +2.7% | 2.771% | |
| 4/25/2024 | North Ridge Wealth Advisors Inc. | 3,607 | $222K | 0.2% | N/A | 0.086% | |
