| 5/29/2025 | Nova Wealth Management Inc. | 9,873 | $642K | 0.6% | N/A | 0.154% | |
| 5/19/2025 | Jane Street Group LLC | 35,798 | $2.33M | 0.0% | N/A | 0.559% | |
| 5/16/2025 | Ascent Group LLC | 4,727 | $308K | 0.0% | N/A | 0.073% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 34,935 | $2.27M | 0.0% | +827.9% | 0.542% | |
| 5/16/2025 | Kestra Investment Management LLC | 3,415 | $222K | 0.0% | +53.4% | 0.053% | |
| 5/16/2025 | NewEdge Advisors LLC | 12,341 | $803K | 0.0% | +7.8% | 0.191% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 6,919 | $450K | 0.0% | N/A | 0.107% | |
| 5/15/2025 | OLD Mission Capital LLC | 31,610 | $2.06M | 0.0% | N/A | 0.490% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,947 | $127K | 0.0% | +172.7% | 0.030% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 7,676 | $499K | 0.0% | -3.6% | 0.119% | |
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| 5/14/2025 | Kestra Advisory Services LLC | 66,274 | $4.31M | 0.0% | +36.1% | 1.028% | |
| 5/13/2025 | Raymond James Financial Inc. | 118,881 | $7.73M | 0.0% | +14.6% | 1.843% | |
| 5/13/2025 | Prudential PLC | 14,865 | $967K | 0.0% | -39.6% | 0.230% | |
| 5/12/2025 | Koss Olinger Consulting LLC | 12,000 | $781K | 0.1% | N/A | 0.186% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 21,707 | $1.41M | 0.0% | +22.3% | 0.337% | |
| 5/8/2025 | Hoxton Planning & Management LLC | 7,878 | $513K | 0.2% | N/A | 0.122% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 19,624 | $1.28M | 0.0% | +288.8% | 0.304% | |
| 5/7/2025 | LPL Financial LLC | 26,987 | $1.76M | 0.0% | +23.5% | 0.418% | |
| 5/6/2025 | Assetmark Inc. | 3,475 | $226K | 0.0% | N/A | 0.054% | |
| 5/6/2025 | Cetera Investment Advisers | 132,685 | $8.63M | 0.0% | +38.3% | 2.057% | |
| 5/6/2025 | AE Wealth Management LLC | 87,771 | $5.71M | 0.0% | +4.2% | 1.361% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 61,857 | $4.02M | 0.1% | +19.6% | 0.959% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 7,364 | $479K | 0.0% | +168.4% | 0.114% | |
| 4/30/2025 | Cerity Partners LLC | 62,091 | $4.04M | 0.0% | -6.8% | 0.963% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 3,919 | $255K | 0.0% | N/A | 0.061% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,165,063 | $75.80M | 0.0% | +10.5% | 18.063% | |
| 4/25/2025 | Colonial River Investments LLC | 3,977 | $259K | 0.1% | N/A | 0.057% | |
| 4/24/2025 | Sunbelt Securities Inc. | 2,116 | $138K | 0.0% | -80.9% | 0.030% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 50,200 | $3.27M | 0.0% | +5.0% | 0.722% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 26,425 | $1.72M | 0.0% | +18.0% | 0.380% | |
| 4/17/2025 | Inscription Capital LLC | 6,610 | $399K | 0.1% | N/A | 0.095% | |
| 4/17/2025 | Great Lakes Retirement Inc. | 226,950 | $14.77M | 1.9% | -0.3% | 3.265% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 21,741 | $1.41M | 0.0% | -14.0% | 0.313% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 25,286 | $1.76M | 0.0% | -3.2% | 0.344% | |
| 2/18/2025 | Sunbelt Securities Inc. | 11,089 | $778K | 0.1% | +621.5% | 0.341% | |
| 2/17/2025 | Two Sigma Investments LP | 8,800 | $613K | 0.0% | N/A | 0.271% | |
| 2/17/2025 | Cetera Investment Advisers | 95,937 | $6.68M | 0.0% | +8.0% | 2.952% | |
| 2/17/2025 | Bank of America Corp DE | 10,984 | $765K | 0.0% | +31.4% | 0.338% | |
| 2/14/2025 | Susquehanna International Group LLP | 35,286 | $2.46M | 0.0% | +25.4% | 1.086% | |
| 2/13/2025 | NewEdge Advisors LLC | 11,443 | $797K | 0.0% | -1.4% | 0.352% | |
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| 2/13/2025 | Rockefeller Capital Management L.P. | 22,738 | $1.58M | 0.0% | -1.0% | 0.700% | |
| 2/13/2025 | Raymond James Financial Inc. | 103,767 | $7.22M | 0.0% | N/A | 3.193% | |
| 2/13/2025 | Cerity Partners LLC | 66,651 | $4.64M | 0.0% | -5.2% | 2.051% | |
| 2/13/2025 | FMR LLC | 1,594,716 | $111.01M | 0.0% | +25.0% | 49.068% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,054,710 | $73.42M | 0.0% | -1.0% | 32.453% | |
| 2/13/2025 | Prudential PLC | 24,625 | $1.71M | 0.0% | +151.7% | 0.758% | |
| 2/12/2025 | CIBC Private Wealth Group LLC | 460 | $33K | 0.0% | N/A | 0.014% | |
| 2/12/2025 | AssuredPartners Investment Advisors LLC | 5,306 | $369K | 0.1% | N/A | 0.163% | |
| 2/12/2025 | JPMorgan Chase & Co. | 14,509 | $1.01M | 0.0% | +24.4% | 0.446% | |
| 2/11/2025 | LPL Financial LLC | 21,854 | $1.52M | 0.0% | +13.9% | 0.672% | |
| 2/11/2025 | Absolute Capital Management LLC | 18,400 | $1.28M | 0.7% | N/A | 0.566% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 22,398 | $1.56M | 0.0% | +41.7% | 0.689% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 41,332 | $2.88M | 0.0% | +87.4% | 1.272% | |
| 2/6/2025 | Raymond James Financial Inc. | 103,767 | $7.22M | 0.0% | N/A | 3.193% | |
| 2/6/2025 | Cullen Frost Bankers Inc. | 2,744 | $191K | 0.0% | +130.2% | 0.084% | |
| 2/6/2025 | Keystone Wealth Services LLC | 3,253 | $226K | 0.1% | N/A | 0.100% | |
| 2/4/2025 | IFP Advisors Inc | 730 | $51K | 0.0% | N/A | 0.022% | |
| 2/3/2025 | Capital Investment Counsel Inc | 2,360 | $164K | 0.0% | N/A | 0.073% | |
| 1/31/2025 | Kestra Investment Management LLC | 2,226 | $155K | 0.0% | N/A | 0.068% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 17,749 | $1.24M | 0.0% | +21.8% | 0.546% | |
| 1/29/2025 | Great Lakes Retirement Inc. | 227,520 | $15.84M | 2.0% | -1.7% | 7.001% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 51,714 | $3.60M | 0.1% | +129.8% | 1.591% | |
| 1/23/2025 | SteelPeak Wealth LLC | 35,270 | $2.46M | 0.1% | N/A | 1.085% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 5,047 | $351K | 0.0% | N/A | 0.155% | |
| 1/15/2025 | Sax Wealth Advisors LLC | 7,960 | $554K | 0.0% | -12.4% | 0.245% | |
| 12/26/2024 | JPMorgan Chase & Co. | 11,665 | $772K | 0.0% | +6.6% | 0.359% | |
| 11/18/2024 | Rehmann Capital Advisory Group | 17,588 | $1.16M | 0.1% | +4.8% | 0.541% | |
| 11/18/2024 | Sunbelt Securities Inc. | 1,537 | $102K | 0.0% | -73.0% | 0.047% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 22,972 | $1.52M | 0.0% | +5.5% | 0.707% | |
| 11/13/2024 | FMR LLC | 1,276,097 | $84.40M | 0.0% | +1,801.0% | 39.265% | |
| 11/12/2024 | Cerity Partners LLC | 70,294 | $4.65M | 0.0% | -5.4% | 2.163% | |
| 11/8/2024 | Darwin Wealth Management LLC | 4,390 | $290K | 0.1% | N/A | 0.135% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 26,116 | $1.73M | 0.0% | -5.7% | 0.804% | |
| 10/23/2024 | Great Lakes Retirement Inc. | 231,528 | $15.31M | 2.0% | -0.3% | 7.124% | |
| 10/22/2024 | International Assets Investment Management LLC | 1,005,534 | $665.08M | 0.1% | N/A | 30.940% | |
| 10/17/2024 | Sax Wealth Advisors LLC | 9,090 | $601K | 0.1% | -9.9% | 0.280% | |
| 8/22/2024 | Cetera Investment Advisers | 81,612 | $5.20M | 0.0% | +4.4% | 2.511% | |
| 8/16/2024 | Sunbelt Securities Inc. | 5,690 | $363K | 0.0% | +62.0% | 0.175% | |
| 8/16/2024 | NewEdge Advisors LLC | 15,312 | $976K | 0.0% | -29.2% | 0.471% | |
| 8/13/2024 | AE Wealth Management LLC | 71,629 | $4.56M | 0.0% | +15.2% | 2.204% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 1,038,484 | $66.17M | 0.0% | +15.7% | 31.953% | |
| 8/7/2024 | Prudential PLC | 8,135 | $518K | 0.0% | +40.4% | 0.250% | |
| 8/6/2024 | Cullen Frost Bankers Inc. | 502 | $32K | 0.0% | N/A | 0.015% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 53,735 | $3.42M | 0.0% | +25.0% | 1.653% | |
| 7/25/2024 | Bryant Woods Investment Advisors LLC | 27,845 | $1.77M | 1.4% | +114.8% | 0.857% | |
| 7/22/2024 | Legacy Capital Group California Inc. | 4,628 | $295K | 0.1% | N/A | 0.142% | |
| 7/19/2024 | Raymond James & Associates | 49,679 | $3.17M | 0.0% | +120.6% | 1.529% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 10,377 | $661K | 0.0% | +133.8% | 0.319% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 27,708 | $1.77M | 0.0% | +4.6% | 0.853% | |
| 5/24/2024 | Cetera Advisors LLC | 3,834 | $231K | 0.0% | N/A | 0.118% | |
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 |
| 5/24/2024 | Cetera Investment Advisers | 78,153 | $4.72M | 0.0% | +31.7% | 2.405% | |
| 5/15/2024 | Linscomb Wealth Inc. | 4,000 | $241K | 0.0% | N/A | 0.123% | |
| 5/14/2024 | CreativeOne Wealth LLC | 4,067 | $245K | 0.0% | N/A | 0.125% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 10,090 | $609K | 0.1% | -10.3% | 0.310% | |
| 5/9/2024 | Great Lakes Retirement Inc. | 237,392 | $14.33M | 2.1% | -2.4% | 7.304% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 4,439 | $268K | 0.0% | N/A | 0.137% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 43,004 | $2.60M | 0.0% | +30.9% | 1.323% | |
| 4/17/2024 | Trilogy Capital Inc. | 8,146 | $492K | 0.0% | -74.9% | 0.263% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 26,487 | $1.60M | 0.0% | -16.9% | 0.854% | |
| 4/15/2024 | Sunbelt Securities Inc. | 3,512 | $212K | 0.0% | N/A | 0.113% | |
