7/25/2025 | Envestnet Portfolio Solutions Inc. | 72,024 | $4.59M | 0.0% | +11.2% | 0.044% | |
7/25/2025 | Concord Asset Management LLC VA | 31,550 | $2.01M | 0.3% | N/A | 0.019% | |
7/25/2025 | Sequoia Financial Advisors LLC | 458,511 | $29.21M | 0.2% | -3.6% | 0.282% | |
7/25/2025 | Parker Financial LLC | 88,802 | $5.66M | 2.4% | +11.0% | 0.055% | |
7/25/2025 | Ruedi Wealth Management Inc. | 106,501 | $6.79M | 2.0% | -13.2% | 0.065% | |
7/25/2025 | MGO One Seven LLC | 25,139 | $1.60M | 0.1% | N/A | 0.015% | |
7/25/2025 | Index Fund Advisors Inc. | 5,825,960 | $371.17M | 20.8% | -0.4% | 3.578% | |
7/25/2025 | G2 Capital Management LLC OH | 208,988 | $13.32M | 3.7% | +6.6% | 0.128% | |
7/25/2025 | Acorn Creek Capital LLC | 400,455 | $25.51M | 10.6% | +176.4% | 0.246% | |
7/25/2025 | LRI Investments LLC | 227,424 | $14.49M | 1.1% | +1.4% | 0.140% | |
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7/25/2025 | CWM LLC | 182,217 | $11.61M | 0.0% | +11.3% | 0.112% | |
7/25/2025 | Tranquility Partners LLC | 4,831 | $308K | 0.1% | +7.6% | 0.003% | |
7/25/2025 | Concurrent Investment Advisors LLC | 31,416 | $2.00M | 0.0% | +91.8% | 0.019% | |
7/25/2025 | Investment Advisory Group LLC | 51,373 | $3.27M | 1.0% | -5.0% | 0.032% | |
7/24/2025 | Financial Connections Group Inc. | 23,047 | $1.47M | 0.6% | -44.7% | 0.014% | |
7/24/2025 | Drucker Wealth 3.0 LLC | 42,567 | $2.80M | 0.5% | +173.1% | 0.026% | |
7/24/2025 | FinDec Wealth Services Inc. | 3,599 | $229K | 0.2% | -49.0% | 0.002% | |
7/24/2025 | JFS Wealth Advisors LLC | 25,149 | $1.60M | 0.1% | -13.2% | 0.015% | |
7/24/2025 | Blue Trust Inc. | 47,883 | $3.05M | 0.0% | -3.4% | 0.029% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 8,093 | $516K | 0.0% | +4.6% | 0.005% | |
7/24/2025 | Vantage Point Financial LLC | 46,263 | $2.95M | 1.3% | +4.5% | 0.028% | |
7/24/2025 | IFP Advisors Inc | 2,034 | $130K | 0.0% | -33.8% | 0.001% | |
7/24/2025 | CarsonAllaria Wealth Management Ltd. | 123,129 | $7.85M | 4.2% | +7.0% | 0.076% | |
7/24/2025 | Edge Financial Advisors LLC | 5,603 | $359K | 0.2% | N/A | 0.003% | |
7/24/2025 | Wealth Advisors Northwest LLC | 19,106 | $1.22M | 0.6% | -1.4% | 0.012% | |
7/23/2025 | Allegiance Financial Group Advisory Services LLC | 7,733 | $493K | 0.1% | -4.0% | 0.005% | |
7/23/2025 | SpringVest Wealth Management LLC | 14,435 | $920K | 0.7% | -19.2% | 0.009% | |
7/23/2025 | Austin Asset Management Co Inc | 479,459 | $30.55M | 6.2% | +3.7% | 0.294% | |
7/23/2025 | Capital Management Associates Inc | 7,954 | $507K | 0.2% | -50.0% | 0.005% | |
7/23/2025 | Eagle Strategies LLC | 16,350 | $1.04M | 0.2% | -29.3% | 0.010% | |
7/23/2025 | Clear Creek Financial Management LLC | 77,501 | $4.94M | 0.5% | +699.1% | 0.048% | |
7/23/2025 | Valmark Advisers Inc. | 19,399 | $1.24M | 0.0% | +4.1% | 0.012% | |
7/23/2025 | Sax Wealth Advisors LLC | 567,923 | $36.18M | 2.2% | +2.7% | 0.349% | |
7/23/2025 | Colony Family Offices LLC | 44,527 | $2.84M | 0.7% | +129.1% | 0.027% | |
7/23/2025 | Watershed Private Wealth LLC | 9,083 | $579K | 0.2% | -2.1% | 0.006% | |
7/23/2025 | First Financial Group Corp | 69,605 | $4.44M | 4.3% | +8.5% | 0.043% | |
7/23/2025 | Wealth Management Nebraska | 656,567 | $40.57M | 5.7% | +18.4% | 0.403% | |
7/23/2025 | Joel Isaacson & Co. LLC | 5,554 | $354K | 0.0% | -29.8% | 0.003% | |
7/23/2025 | HTG Investment Advisors Inc. | 43,144 | $2.75M | 1.0% | +0.8% | 0.027% | |
7/23/2025 | Hardy Reed LLC | 115,909 | $7.39M | 0.6% | +7.3% | 0.071% | |
I was wrong about Trump (Ad) I made a mistake.
A mistake I feel very foolish about.
After speaking with Donald Trump and some of his advisors, I believed him.
I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years.
But I was wrong. Let me show you exactly what we’re doing to prepare. |
7/23/2025 | Pillar Financial Advisors LLC | 279,161 | $17.79M | 12.3% | +3.8% | 0.171% | |
7/23/2025 | Seamount Financial Group Inc. | 8,223 | $524K | 0.3% | N/A | 0.005% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 3,945 | $251K | 0.0% | -17.6% | 0.002% | |
7/23/2025 | Next Level Wealth Planning LLC | 3,469 | $221K | 0.1% | N/A | 0.002% | |
7/22/2025 | Confluence Wealth Services Inc. | 884,785 | $56.37M | 3.1% | +4.3% | 0.543% | |
7/22/2025 | Valeo Financial Advisors LLC | 14,956 | $953K | 0.0% | -14.2% | 0.009% | |
7/22/2025 | DAVENPORT & Co LLC | 487,757 | $31.08M | 0.2% | +18.8% | 0.300% | |
7/22/2025 | Yardley Wealth Management LLC | 113,079 | $7.20M | 3.9% | +5.3% | 0.069% | |
7/22/2025 | Merit Financial Group LLC | 134,426 | $8.56M | 0.1% | +1,041.8% | 0.083% | |
7/22/2025 | Verus Wealth Management LLC | 23,686 | $1.51M | 1.5% | +55.1% | 0.015% | |
7/22/2025 | Beacon Financial Advisory LLC | 6,803 | $433K | 0.1% | -22.4% | 0.004% | |
7/22/2025 | Gemmer Asset Management LLC | 116,928 | $7.45M | 0.7% | -4.6% | 0.072% | |
7/22/2025 | Simplicity Wealth LLC | 20,702 | $1.32M | 0.1% | +104.5% | 0.013% | |
7/22/2025 | Olistico Wealth LLC | 16,734 | $1.07M | 0.6% | -1.8% | 0.010% | |
7/22/2025 | Sutton Place Investors LLC | 31,666 | $2.02M | 1.2% | -0.9% | 0.019% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 24,385 | $1.55M | 0.0% | -34.7% | 0.015% | |
7/22/2025 | Hill Island Financial LLC | 250,656 | $15.97M | 4.5% | +16.5% | 0.154% | |
7/22/2025 | Berger Financial Group Inc | 31,839 | $2.03M | 0.1% | +24.6% | 0.020% | |
7/22/2025 | USAdvisors Wealth Management LLC | 19,732 | $1.26M | 0.5% | +2.0% | 0.012% | |
7/22/2025 | Financial Insights Inc. | 15,701 | $1M | 0.4% | -4.8% | 0.010% | |
7/21/2025 | Keb Asset Management LLC | 118,727 | $7.56M | 1.9% | -2.1% | 0.073% | |
7/21/2025 | Montz Harcus Wealth Management LLC | 3,534 | $225K | 0.1% | +4.9% | 0.002% | |
7/21/2025 | Ameritas Advisory Services LLC | 5,766 | $367K | 0.0% | +13.7% | 0.004% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 317,697 | $20.24M | 0.5% | +6.1% | 0.195% | |
7/21/2025 | 1900 Wealth Management LLC | 133,296 | $8.49M | 0.6% | -1.0% | 0.082% | |
7/21/2025 | Sovereign Investment Advisors LLC | 6,862 | $437K | 0.1% | N/A | 0.004% | |
7/21/2025 | Abacus Planning Group Inc. | 90,651 | $5.78M | 0.6% | N/A | 0.056% | |
7/21/2025 | Hilltop National Bank | 1,109 | $71K | 0.0% | N/A | 0.001% | |
7/21/2025 | West Financial Advisors LLC | 212,084 | $13.51M | 2.4% | -8.9% | 0.130% | |
7/21/2025 | Mendota Financial Group LLC | 144,235 | $9.19M | 8.7% | +4.6% | 0.089% | |
7/21/2025 | Sageworth Trust Co of South Dakota | 72,726 | $4.63M | 5.0% | +3.4% | 0.045% | |
7/21/2025 | Kennebec Savings Bank | 3,939 | $251K | 0.2% | +23.3% | 0.002% | |
7/21/2025 | Sageworth Trust Co | 963,890 | $61.41M | 3.4% | -1.4% | 0.592% | |
7/18/2025 | Tanager Wealth Management LLP | 388,887 | $24.78M | 2.9% | -2.7% | 0.239% | |
7/18/2025 | Naples Global Advisors LLC | 18,647 | $1.19M | 0.1% | +8.3% | 0.011% | |
7/18/2025 | Pure Financial Advisors LLC | 2,788,890 | $177.68M | 3.1% | +4.9% | 1.713% | |
7/18/2025 | BSW Wealth Partners | 3,282 | $209K | 0.0% | N/A | 0.002% | |
7/18/2025 | TruNorth Capital Management LLC | 57,728 | $3.68M | 0.8% | -0.8% | 0.035% | |
7/18/2025 | Parkwoods Wealth Partners LLC | 218,378 | $13.91M | 8.0% | +1.0% | 0.134% | |
7/18/2025 | Trust Co. of Vermont | 665 | $42K | 0.0% | N/A | 0.000% | |
7/18/2025 | BCO Wealth Management LLC | 11,012 | $702K | 0.5% | -12.5% | 0.007% | |
7/18/2025 | Forza Wealth Management LLC | 67,300 | $4.29M | 1.8% | +9.3% | 0.041% | |
7/18/2025 | PBMares Wealth Management LLC | 235,285 | $14.99M | 2.7% | -1.2% | 0.145% | |
7/18/2025 | Financial Consulate Inc. | 397,666 | $25.34M | 5.0% | +12.1% | 0.244% | |
7/18/2025 | Truist Financial Corp | 475,846 | $30.32M | 0.0% | -8.8% | 0.292% | |
7/18/2025 | Powers Advisory Group LLC | 22,698 | $1.45M | 0.6% | +15.6% | 0.014% | |
7/18/2025 | FMB Wealth Management | 66,001 | $4.21M | 2.0% | -1.8% | 0.041% | |
7/17/2025 | MBA Advisors LLC | 82,636 | $5.27M | 2.4% | +90.7% | 0.051% | |
7/17/2025 | Elwood & Goetz Wealth Advisory Group LLC | 9,259 | $590K | 0.1% | +9.4% | 0.006% | |
7/17/2025 | DiNuzzo Private Wealth Inc. | 730,447 | $46.54M | 5.5% | +3.7% | 0.453% | |
I was wrong about Trump (Ad) I made a mistake.
A mistake I feel very foolish about.
After speaking with Donald Trump and some of his advisors, I believed him.
I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years.
But I was wrong. Let me show you exactly what we’re doing to prepare. |
7/17/2025 | Dopkins Wealth Management LLC | 44,057 | $2.81M | 1.3% | -3.3% | 0.027% | |
7/17/2025 | Capital Investment Advisors LLC | 8,670 | $552K | 0.0% | -10.0% | 0.005% | |
7/17/2025 | Claris Advisors LLC MO | 104,470 | $6.66M | 2.3% | -11.1% | 0.065% | |
7/17/2025 | Janney Montgomery Scott LLC | 22,742 | $1.45M | 0.0% | +3.6% | 0.014% | |
7/17/2025 | Smith Chas P & Associates PA Cpas | 10,045 | $640K | 0.0% | +2.1% | 0.006% | |
7/17/2025 | Elser Financial Planning Inc | 620,025 | $39.88M | 2.4% | +3,085.0% | 0.384% | |
7/17/2025 | Montis Financial LLC | 5,689 | $362K | 0.1% | +3.2% | 0.004% | |
7/17/2025 | Archford Capital Strategies LLC | 23,135 | $1.47M | 0.2% | -12.0% | 0.014% | |
7/17/2025 | Vermillion Wealth Management Inc. | 136,155 | $8.67M | 4.1% | +28.9% | 0.084% | |
7/17/2025 | First County Bank CT | 13,739 | $875K | 0.5% | +12.9% | 0.009% | |