| 5/23/2025 | Strategic Financial Services Inc. | 58,925 | $3.74M | 0.2% | +48.7% | 0.727% | |
| 5/16/2025 | Bell Investment Advisors Inc | 87,145 | $5.53M | 1.0% | +0.5% | 1.076% | |
| 5/16/2025 | NewEdge Advisors LLC | 6,374 | $404K | 0.0% | +5.0% | 0.079% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 3,663 | $232K | 0.0% | +6.2% | 0.045% | |
| 5/15/2025 | Royal Bank of Canada | 85,224 | $5.41M | 0.0% | -11.0% | 1.052% | |
| 5/15/2025 | Betterment LLC | 595,972 | $37.80M | 0.1% | -0.6% | 7.358% | |
| 5/14/2025 | CreativeOne Wealth LLC | 14,761 | $936K | 0.0% | +2.8% | 0.182% | |
| 5/13/2025 | Raymond James Financial Inc. | 206,580 | $13.10M | 0.0% | -22.7% | 2.550% | |
| 5/13/2025 | Tyler Stone Wealth Management | 4,700 | $298K | 0.1% | -62.7% | 0.058% | |
| 5/13/2025 | Heck Capital Advisors LLC | 168,557 | $10.69M | 1.2% | -4.2% | 2.056% | |
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| 5/12/2025 | Maia Wealth LLC | 5,961 | $353K | 0.1% | -2.8% | 0.073% | |
| 5/12/2025 | Linscomb Wealth Inc. | 46,027 | $2.92M | 0.1% | +11.4% | 0.561% | |
| 5/12/2025 | Aveo Capital Partners LLC | 7,230 | $454K | 0.1% | N/A | 0.088% | |
| 5/8/2025 | Harbour Investments Inc. | 750 | $48K | 0.0% | -54.5% | 0.009% | |
| 5/8/2025 | First Foundation Advisors | 597,024 | $37.87M | 1.5% | +12.6% | 7.281% | |
| 5/7/2025 | LPL Financial LLC | 616,236 | $39.09M | 0.0% | +5.0% | 7.515% | |
| 5/7/2025 | HB Wealth Management LLC | 21,190 | $1.34M | 0.0% | N/A | 0.258% | |
| 5/6/2025 | Cetera Investment Advisers | 117,441 | $7.45M | 0.0% | -1.6% | 1.432% | |
| 5/6/2025 | SFE Investment Counsel | 8,756 | $555K | 0.1% | N/A | 0.107% | |
| 5/5/2025 | Aire Advisors LLC | 5,000 | $317K | 0.1% | -42.0% | 0.061% | |
| 5/5/2025 | IFP Advisors Inc | 166,794 | $10.58M | 0.3% | +0.7% | 2.034% | |
| 5/5/2025 | Private Advisor Group LLC | 23,754 | $1.51M | 0.0% | -2.4% | 0.290% | |
| 5/2/2025 | Wealthfront Advisers LLC | 13,635 | $865K | 0.0% | -23.3% | 0.166% | |
| 5/1/2025 | Fifth Third Securities Inc. | 9,432 | $598K | 0.1% | +4.4% | 0.115% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 29,167 | $1.85M | 0.0% | N/A | 0.356% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 3,240 | $206K | 0.0% | N/A | 0.040% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 268,672 | $17.04M | 0.0% | +4.4% | 3.276% | |
| 4/29/2025 | Financial Architects LLC | 174,650 | $11.08M | 7.1% | +9.3% | 2.130% | |
| 4/29/2025 | Bank of New York Mellon Corp | 6,776 | $430K | 0.0% | -6.9% | 0.083% | |
| 4/29/2025 | Paul R. Ried Financial Group LLC | 201,911 | $12.81M | 8.9% | +4.8% | 2.462% | |
| 4/28/2025 | Mutual Advisors LLC | 4,460 | $274K | 0.0% | -63.3% | 0.054% | |
| 4/25/2025 | Hixon Zuercher LLC | 46,935 | $2.98M | 1.0% | N/A | 0.572% | |
| 4/25/2025 | Sovran Advisors LLC | 9,597 | $567K | 0.1% | +12.8% | 0.117% | |
| 4/24/2025 | Westwind Capital | 36,570 | $2.32M | 0.6% | +3.1% | 0.446% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 39,204 | $2.49M | 0.0% | -23.2% | 0.478% | |
| 4/21/2025 | Duncan Williams Asset Management LLC | 25,806 | $1.64M | 0.6% | +16.7% | 0.315% | |
| 4/18/2025 | CENTRAL TRUST Co | 30,650 | $1.94M | 0.0% | -8.6% | 0.378% | |
| 4/18/2025 | Edge Financial Advisors LLC | 4,880 | $310K | 0.2% | -8.5% | 0.060% | |
| 4/17/2025 | Inscription Capital LLC | 5,877 | $385K | 0.1% | N/A | 0.073% | |
| 4/17/2025 | Great Lakes Retirement Inc. | 180,658 | $11.46M | 1.5% | +2.8% | 2.230% | |
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| 4/17/2025 | 1900 Wealth Management LLC | 146,454 | $9.29M | 0.8% | -7.3% | 1.808% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 49,983 | $3.17M | 0.1% | -2.3% | 0.617% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 47,912 | $3.04M | 0.0% | +88.5% | 0.592% | |
| 4/16/2025 | High Probability Advisors LLC | 130,098 | $8.25M | 1.4% | +5.0% | 1.606% | |
| 4/14/2025 | McCarthy & Cox | 139,171 | $8.83M | 3.8% | +1.1% | 1.718% | |
| 4/14/2025 | Miracle Mile Advisors LLC | 11,314 | $718K | 0.0% | +11.2% | 0.140% | |
| 4/10/2025 | Richard P Slaughter Associates Inc | 317,756 | $20.16M | 4.7% | +87.1% | 3.923% | |
| 4/9/2025 | NBC Securities Inc. | 3,493 | $221K | 0.0% | +87,225.0% | 0.043% | |
| 4/9/2025 | American National Bank & Trust | 501,965 | $31.84M | 3.5% | -7.7% | 6.197% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 25,416 | $1.76M | 0.0% | -4.6% | 0.318% | |
| 2/25/2025 | Heck Capital Advisors LLC | 175,924 | $12.16M | 0.7% | N/A | 2.255% | |
| 2/18/2025 | Vise Technologies Inc. | 11,324 | $783K | 0.1% | N/A | 0.145% | |
| 2/17/2025 | Two Sigma Investments LP | 19,100 | $1.32M | 0.0% | N/A | 0.245% | |
| 2/17/2025 | CoreCap Advisors LLC | 39,223 | $2.71M | 0.1% | -17.4% | 0.503% | |
| 2/17/2025 | Cetera Investment Advisers | 119,386 | $8.25M | 0.0% | +0.9% | 1.531% | |
| 2/17/2025 | Citadel Advisors LLC | 5,879 | $406K | 0.0% | -37.5% | 0.075% | |
| 2/17/2025 | Bank of America Corp DE | 325,423 | $22.50M | 0.0% | +21.3% | 4.172% | |
| 2/17/2025 | Ameriprise Financial Inc. | 3,012 | $208K | 0.0% | N/A | 0.039% | |
| 2/14/2025 | Betterment LLC | 599,378 | $41.44M | 0.1% | -17.9% | 7.684% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 3,450 | $239K | 0.0% | -11.7% | 0.044% | |
| 2/14/2025 | Susquehanna International Group LLP | 23,971 | $1.66M | 0.0% | +341.0% | 0.307% | |
| 2/13/2025 | NewEdge Advisors LLC | 6,068 | $419K | 0.0% | +15.7% | 0.078% | |
| 2/13/2025 | Stonehaven Wealth & Tax Solutions LLC | 5,617 | $388K | 0.4% | N/A | 0.072% | |
| 2/13/2025 | CreativeOne Wealth LLC | 14,359 | $993K | 0.0% | -6.3% | 0.184% | |
| 2/13/2025 | First Foundation Advisors | 530,363 | $36.66M | 1.4% | +2.3% | 6.800% | |
| 2/13/2025 | Raymond James Financial Inc. | 267,181 | $18.47M | 0.0% | N/A | 3.425% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 257,413 | $17.80M | 0.0% | +37.9% | 3.300% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 174,494 | $12.06M | 0.1% | N/A | 2.237% | |
| 2/12/2025 | Tyler Stone Wealth Management | 12,590 | $870K | 0.2% | +103.1% | 0.161% | |
| 2/12/2025 | Aire Advisors LLC | 8,619 | $596K | 0.1% | N/A | 0.111% | |
| 2/11/2025 | Segall Bryant & Hamill LLC | 11,000 | $760K | 0.0% | +2.3% | 0.141% | |
| 2/11/2025 | LPL Financial LLC | 587,097 | $40.59M | 0.0% | +3.3% | 7.527% | |
| 2/11/2025 | Strategic Financial Services Inc. | 39,629 | $2.74M | 0.2% | -9.7% | 0.508% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 3,361 | $232K | 0.0% | -85.6% | 0.043% | |
| 2/10/2025 | Corient Private Wealth LLC | 13,608 | $941K | 0.0% | +16.3% | 0.174% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 101,168 | $6.99M | 0.0% | -32.3% | 1.297% | |
| 2/7/2025 | Independent Advisor Alliance | 25,672 | $1.78M | 0.0% | N/A | 0.329% | |
| 2/7/2025 | Bell Investment Advisors Inc | 86,700 | $5.99M | 1.1% | +2.4% | 1.112% | |
| 2/6/2025 | Raymond James Financial Inc. | 267,181 | $18.47M | 0.0% | N/A | 3.425% | |
| 2/5/2025 | Linscomb Wealth Inc. | 41,301 | $2.86M | 0.1% | +7.3% | 0.530% | |
| 2/4/2025 | Avalon Capital Management | 4,981 | $344K | 0.1% | -27.1% | 0.064% | |
| 2/4/2025 | Bank of New York Mellon Corp | 7,278 | $503K | 0.0% | -8.3% | 0.093% | |
| 2/4/2025 | IFP Advisors Inc | 165,631 | $11.45M | 0.4% | +5.0% | 2.123% | |
| 2/3/2025 | Freedom Day Solutions LLC | 5,000 | $346K | 0.1% | N/A | 0.064% | |
| 2/3/2025 | Private Advisor Group LLC | 24,339 | $1.68M | 0.0% | +1.7% | 0.312% | |
| 1/31/2025 | Global Retirement Partners LLC | 10,553 | $730K | 0.0% | +9.3% | 0.135% | |
| 1/30/2025 | Principal Securities Inc. | 80,409 | $5.56M | 0.1% | +4.1% | 1.031% | |
| 1/29/2025 | Morris Financial Concepts Inc. | 4,653 | $322K | 0.1% | +19.5% | 0.060% | |
| 1/29/2025 | Great Lakes Retirement Inc. | 175,669 | $12.14M | 1.6% | +1.3% | 2.252% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 13,462 | $931K | 0.0% | -23.9% | 0.173% | |
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 |
| 1/29/2025 | Sovran Advisors LLC | 8,510 | $585K | 0.1% | N/A | 0.109% | |
| 1/28/2025 | 1900 Wealth Management LLC | 158,043 | $10.93M | 0.9% | -5.0% | 2.026% | |
| 1/27/2025 | Financial Architects LLC | 159,825 | $11.05M | 7.1% | -4.6% | 2.049% | |
| 1/24/2025 | Paul R. Ried Financial Group LLC | 192,648 | $13.32M | 9.3% | N/A | 2.470% | |
| 1/24/2025 | CENTRAL TRUST Co | 33,520 | $2.32M | 0.1% | +124.6% | 0.430% | |
| 1/23/2025 | Heck Capital Advisors LLC | 175,924 | $12.16M | 0.8% | N/A | 2.255% | |
| 1/21/2025 | Duncan Williams Asset Management LLC | 22,120 | $1.53M | 0.6% | +51.0% | 0.284% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 51,156 | $3.54M | 0.2% | +6.2% | 0.656% | |
| 1/17/2025 | High Probability Advisors LLC | 123,945 | $8.57M | 1.5% | +2.3% | 1.589% | |
| 1/17/2025 | Mutual Advisors LLC | 12,159 | $856K | 0.0% | +3.1% | 0.156% | |
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