5/2/2025 | Landmark Wealth Management LLC | 128,639 | $5.94M | 2.6% | -2.6% | 1.369% | |
5/2/2025 | Sigma Planning Corp | 5,661 | $261K | 0.0% | -4.2% | 0.060% | |
5/1/2025 | CWM LLC | 1,109,104 | $51.21M | 0.2% | -2.1% | 11.799% | |
4/30/2025 | Cerity Partners LLC | 285,104 | $13.16M | 0.0% | -0.4% | 3.033% | |
4/30/2025 | Axxcess Wealth Management LLC | 11,583 | $535K | 0.0% | -4.6% | 0.123% | |
4/30/2025 | SilverOak Wealth Management LLC | 26,452 | $1.22M | 0.3% | +29.3% | 0.281% | |
4/30/2025 | Stratos Wealth Advisors LLC | 52,686 | $2.43M | 0.1% | N/A | 0.560% | |
4/29/2025 | Envestnet Asset Management Inc. | 334,920 | $15.46M | 0.0% | +56.3% | 3.563% | |
4/29/2025 | Seascape Capital Management | 541,805 | $25.02M | 8.7% | +12.8% | 5.764% | |
4/25/2025 | Benchmark Financial Wealth Advisors LLC | 340,350 | $15.71M | 5.9% | N/A | 3.621% | |
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4/23/2025 | Cornerstone Wealth Group LLC | 48,945 | $2.26M | 0.2% | +3.0% | 0.530% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 5,483 | $253K | 0.0% | -66.9% | 0.059% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 5,451 | $252K | 0.0% | +22.4% | 0.059% | |
4/21/2025 | Premier Path Wealth Partners LLC | 130,313 | $6.02M | 0.9% | +9.0% | 1.410% | |
4/17/2025 | Boothe Investment Group Inc. | 554,999 | $25.62M | 11.7% | +40.6% | 6.006% | |
4/17/2025 | Janney Montgomery Scott LLC | 11,300 | $522K | 0.0% | N/A | 0.122% | |
4/17/2025 | Stewardship Advisors LLC | 5,446 | $251K | 0.1% | -63.8% | 0.059% | |
4/9/2025 | NBC Securities Inc. | 9,176 | $423K | 0.0% | N/A | 0.099% | |
4/1/2025 | Stonehearth Capital Management LLC | 7,474 | $345K | 0.1% | +20.7% | 0.082% | |
2/19/2025 | Parr Mcknight Wealth Management Group LLC | 48,878 | $2.21M | 0.3% | N/A | 0.820% | |
2/17/2025 | Strategic Wealth Partners Ltd. | 8,980 | $409K | 0.0% | N/A | 0.151% | |
2/17/2025 | Citadel Advisors LLC | 75,623 | $3.43M | 0.0% | N/A | 1.269% | |
2/17/2025 | Beaumont Capital Management LLC | 29,947 | $1.36M | 1.0% | +16.7% | 0.502% | |
2/14/2025 | Jane Street Group LLC | 39,099 | $1.77M | 0.0% | +545.1% | 0.656% | |
2/14/2025 | Comerica Bank | 11,070 | $501K | 0.0% | +10.7% | 0.186% | |
2/14/2025 | MML Investors Services LLC | 124,575 | $5.64M | 0.0% | +9.9% | 2.090% | |
2/13/2025 | Cravens & Co Advisors LLC | 211,270 | $9.57M | 7.3% | +3.9% | 3.545% | |
2/13/2025 | NewEdge Advisors LLC | 10,306 | $467K | 0.0% | -5.4% | 0.173% | |
2/13/2025 | Waddell & Associates LLC | 184,166 | $8.34M | 0.9% | +1.1% | 3.090% | |
2/13/2025 | Raymond James Financial Inc. | 10,956 | $496K | 0.0% | N/A | 0.184% | |
2/13/2025 | Cerity Partners LLC | 286,256 | $12.96M | 0.0% | -1.3% | 4.803% | |
2/13/2025 | Envestnet Asset Management Inc. | 214,279 | $9.70M | 0.0% | +8.9% | 3.595% | |
2/12/2025 | National Bank of Canada FI | 14,140 | $640K | 0.0% | +110.6% | 0.237% | |
2/12/2025 | BlueChip Wealth Advisors LLC | 20,661 | $936K | 0.5% | N/A | 0.347% | |
2/12/2025 | Ausdal Financial Partners Inc. | 29,275 | $1.33M | 0.1% | -1.5% | 0.491% | |
2/11/2025 | Congress Wealth Management LLC DE | 104,123 | $4.72M | 0.1% | -1.6% | 1.747% | |
2/11/2025 | LPL Financial LLC | 9,983 | $452K | 0.0% | +23.5% | 0.168% | |
2/10/2025 | Axxcess Wealth Management LLC | 12,139 | $550K | 0.0% | +7.1% | 0.204% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 4,453 | $202K | 0.0% | +5.4% | 0.075% | |
2/10/2025 | Essential Planning LLC. | 1,944,507 | $89.47M | 0.6% | +6,537.4% | 32.626% | |
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2/6/2025 | One Capital Management LLC | 211,098 | $9.56M | 0.3% | -27.9% | 3.542% | |
2/6/2025 | Raymond James Financial Inc. | 10,956 | $496K | 0.0% | N/A | 0.184% | |
2/6/2025 | Atria Investments Inc | 6,970 | $316K | 0.0% | +18.0% | 0.117% | |
2/4/2025 | W.G. Shaheen & Associates DBA Whitney & Co | 432,631 | $19.59M | 2.1% | +2.7% | 7.259% | |
2/4/2025 | Boothe Investment Group Inc. | 394,620 | $17.87M | 7.8% | +7.8% | 6.621% | |
2/3/2025 | Sigma Planning Corp | 5,912 | $268K | 0.0% | +6.5% | 0.099% | |
1/31/2025 | SilverOak Wealth Management LLC | 20,463 | $927K | 0.2% | N/A | 0.343% | |
1/30/2025 | Seascape Capital Management | 480,235 | $21.75M | 7.6% | +0.3% | 8.058% | |
1/29/2025 | Beckerman Institutional LLC | 168,178 | $7.62M | 6.1% | +37.9% | 2.822% | |
1/29/2025 | Bristlecone Advisors LLC | 17,354 | $786K | 0.1% | N/A | 0.291% | |
1/22/2025 | Landmark Wealth Management LLC | 132,116 | $5.98M | 2.7% | +4.7% | 2.217% | |
1/22/2025 | Foundations Investment Advisors LLC | 189,587 | $8.59M | 0.2% | -28.1% | 3.181% | |
1/22/2025 | Cornerstone Wealth Group LLC | 47,524 | $2.15M | 0.2% | +11.5% | 0.797% | |
1/21/2025 | Stewardship Advisors LLC | 15,061 | $682K | 0.2% | -7.0% | 0.253% | |
1/17/2025 | Beaumont Financial Advisors LLC | 25,755 | $1.17M | 0.1% | +7.4% | 0.432% | |
1/15/2025 | Premier Path Wealth Partners LLC | 119,575 | $5.42M | 0.8% | +6.1% | 2.006% | |
1/14/2025 | Fortis Advisors LLC | 161,911 | $7.33M | 4.8% | -2.4% | 2.717% | |
1/13/2025 | Aprio Wealth Management LLC | 81,877 | $3.71M | 0.5% | +7.2% | 1.374% | |
11/15/2024 | MML Investors Services LLC | 113,355 | $5.37M | 0.0% | +5.7% | 1.902% | |
11/15/2024 | Jane Street Group LLC | 6,061 | $287K | 0.0% | N/A | 0.102% | |
11/14/2024 | Cravens & Co Advisors LLC | 203,336 | $9.63M | 7.4% | -4.5% | 3.412% | |
11/13/2024 | Private Trust Co. NA | 2,011 | $95K | 0.0% | N/A | 0.034% | |
11/12/2024 | Cerity Partners LLC | 289,978 | $13.73M | 0.0% | -2.8% | 4.865% | |
11/12/2024 | Waddell & Associates LLC | 182,249 | $8.63M | 1.0% | -1.3% | 3.058% | |
11/8/2024 | W.G. Shaheen & Associates DBA Whitney & Co | 421,108 | $19.94M | 2.1% | +2.2% | 7.066% | |
11/7/2024 | Fortis Advisors LLC | 165,809 | $7.85M | 5.1% | +43.0% | 2.782% | |
11/7/2024 | Essential Planning LLC. | 29,296 | $1.39M | 0.6% | -3.8% | 0.492% | |
11/1/2024 | Atria Investments Inc | 5,909 | $280K | 0.0% | N/A | 0.099% | |
11/1/2024 | Seascape Capital Management | 478,879 | $22.68M | 8.1% | -2.8% | 8.035% | |
11/1/2024 | Beckerman Institutional LLC | 121,960 | $5.78M | 4.9% | N/A | 2.046% | |
10/30/2024 | Landmark Wealth Management LLC | 126,156 | $5.98M | 2.6% | +2.5% | 2.117% | |
10/25/2024 | Cornerstone Wealth Group LLC | 42,609 | $2.02M | 0.2% | +3.2% | 0.715% | |
10/25/2024 | Highline Wealth Partners LLC | 694 | $33K | 0.0% | N/A | 0.012% | |
10/21/2024 | Foundations Investment Advisors LLC | 263,745 | $12.49M | 0.3% | +871.8% | 4.425% | |
10/21/2024 | Stewardship Advisors LLC | 16,190 | $767K | 0.2% | -23.9% | 0.272% | |
10/18/2024 | Fortress Wealth Management Inc. | 7,764 | $368K | 0.2% | -3.9% | 0.130% | |
10/9/2024 | Beaumont Financial Advisors LLC | 23,983 | $1.14M | 0.1% | +26.3% | 0.402% | |
10/8/2024 | CWM LLC | 1,255,964 | $59.48M | 0.3% | +22.3% | 21.073% | |
10/8/2024 | Aprio Wealth Management LLC | 76,355 | $3.62M | 0.6% | -1.2% | 1.281% | |
8/16/2024 | NewEdge Advisors LLC | 75,698 | $3.44M | 0.0% | N/A | 1.270% | |
8/15/2024 | AQR Capital Management LLC | 25,359 | $1.15M | 0.0% | +34.2% | 0.425% | |
8/13/2024 | Hollencrest Capital Management | 1,369 | $62K | 0.0% | N/A | 0.023% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 11,803 | $536K | 0.0% | -8.2% | 0.198% | |
8/9/2024 | One Capital Management LLC | 284,338 | $12.91M | 0.4% | +2.3% | 4.771% | |
8/8/2024 | Envestnet Asset Management Inc. | 211,582 | $9.61M | 0.0% | +16.5% | 3.550% | |
8/6/2024 | Waddell & Associates LLC | 184,570 | $8.38M | 1.1% | +0.6% | 3.097% | |
8/6/2024 | Ausdal Financial Partners Inc. | 29,057 | $1.32M | 0.1% | +10.5% | 0.488% | |
8/3/2024 | National Bank of Canada FI | 6,715 | $302K | 0.0% | -35.1% | 0.113% | |
8/2/2024 | Foundations Investment Advisors LLC | 27,139 | $1.23M | 0.0% | N/A | 0.455% | |
8/2/2024 | Aveo Capital Partners LLC | 10,070 | $457K | 0.1% | -13.6% | 0.169% | |
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 |
8/1/2024 | Cravens & Co Advisors LLC | 212,845 | $9.66M | 7.2% | +17.8% | 3.571% | |
7/31/2024 | W.G. Shaheen & Associates DBA Whitney & Co | 411,938 | $18.70M | 2.1% | +1.3% | 6.912% | |
7/24/2024 | Premier Path Wealth Partners LLC | 104,361 | $4.74M | 0.8% | +96.8% | 1.751% | |
7/24/2024 | Cornerstone Wealth Group LLC | 41,293 | $1.88M | 0.2% | +2.8% | 0.693% | |
7/23/2024 | Boothe Investment Group Inc. | 360,314 | $16.19M | 7.5% | +9.8% | 6.046% | |
7/16/2024 | Fortress Wealth Management Inc. | 8,076 | $367K | 0.2% | -8.2% | 0.136% | |
7/10/2024 | Aprio Wealth Management LLC | 77,275 | $3.51M | 0.6% | +5.3% | 1.297% | |
7/10/2024 | Stewardship Advisors LLC | 21,287 | $966K | 0.3% | -50.4% | 0.357% | |
7/10/2024 | CWM LLC | 1,026,537 | $46.61M | 0.2% | +30.6% | 17.224% | |
5/17/2024 | Tidal Investments LLC | 9,672 | $444K | 0.0% | -8.4% | 0.162% | |