| 5/19/2025 | Jane Street Group LLC | 136,737 | $4.63M | 0.0% | -17.4% | 0.231% | |
| 5/16/2025 | Prostatis Group LLC | 183,637 | $6.22M | 2.0% | -6.9% | 0.310% | |
| 5/16/2025 | NewEdge Advisors LLC | 209,093 | $7.08M | 0.0% | +3.3% | 0.353% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 71,535 | $2.42M | 0.0% | +902.2% | 0.121% | |
| 5/15/2025 | Royal Bank of Canada | 169,888 | $5.75M | 0.0% | +4.8% | 0.287% | |
| 5/15/2025 | MAI Capital Management | 10,516 | $356K | 0.0% | -48.2% | 0.018% | |
| 5/15/2025 | Baird Financial Group Inc. | 88,194 | $2.99M | 0.0% | +15.8% | 0.149% | |
| 5/15/2025 | OLD Mission Capital LLC | 48,501 | $1.64M | 0.0% | -71.7% | 0.082% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 815,047 | $27.60M | 2.1% | -16.2% | 1.377% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 989,719 | $33.51M | 0.0% | +7.3% | 1.672% | |
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| 5/14/2025 | Flow Traders U.S. LLC | 16,438 | $557K | 0.0% | -75.5% | 0.028% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,451,639 | $49.15M | 0.0% | +44.3% | 2.452% | |
| 5/13/2025 | MSH Capital Advisors LLC | 32,221 | $1.09M | 0.3% | -32.8% | 0.054% | |
| 5/13/2025 | HighTower Advisors LLC | 1,685,123 | $57.06M | 0.1% | +15,924.4% | 2.846% | |
| 5/12/2025 | Berger Financial Group Inc | 788,276 | $26.69M | 1.9% | +20.9% | 1.332% | |
| 5/12/2025 | Condor Capital Management | 363,552 | $12.31M | 1.1% | +3.2% | 0.614% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 29,277 | $995K | 0.0% | -49.5% | 0.049% | |
| 5/9/2025 | NewEdge Wealth LLC | 742,507 | $25.14M | 0.5% | +2.5% | 1.254% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 657,323 | $22.26M | 0.0% | -3.5% | 1.110% | |
| 5/7/2025 | Clarendon Private LLC | 11,230 | $380K | 0.4% | +7.2% | 0.019% | |
| 5/7/2025 | LPL Financial LLC | 1,238,086 | $41.92M | 0.0% | -4.1% | 2.091% | |
| 5/7/2025 | HB Wealth Management LLC | 1,951,956 | $66.09M | 0.6% | N/A | 3.297% | |
| 5/6/2025 | Cetera Investment Advisers | 154,848 | $5.24M | 0.0% | -23.4% | 0.262% | |
| 5/6/2025 | Kathleen S. Wright Associates Inc. | 99,348 | $3.36M | 1.3% | +2.4% | 0.168% | |
| 5/6/2025 | Hartford Funds Management Co LLC | 13,642,385 | $461.93M | 41.7% | -6.3% | 23.045% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 10,415 | $353K | 0.0% | N/A | 0.018% | |
| 5/5/2025 | Private Advisor Group LLC | 376,340 | $12.74M | 0.1% | -0.4% | 0.636% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 40,368 | $1.37M | 0.0% | +446.6% | 0.068% | |
| 5/2/2025 | Montis Financial LLC | 15,955 | $540K | 0.2% | -12.3% | 0.027% | |
| 5/2/2025 | Catalyst Financial Partners LLC | 518,735 | $17.56M | 3.2% | +91.0% | 0.876% | |
| 5/1/2025 | CWM LLC | 10,535 | $357K | 0.0% | +839.8% | 0.018% | |
| 4/30/2025 | Allworth Financial LP | 11,389 | $383K | 0.0% | -6.4% | 0.019% | |
| 4/30/2025 | CFO4Life Group LLC | 122,252 | $4.14M | 0.7% | +10.8% | 0.207% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 417,965 | $14.15M | 0.9% | +18.4% | 0.706% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 525,983 | $17.81M | 0.0% | -29.5% | 0.888% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 7,019 | $238K | 0.0% | -87.5% | 0.012% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 7,901 | $268K | 0.0% | -8.1% | 0.013% | |
| 4/28/2025 | Mountain Capital Investment Advisors Inc. | 984,079 | $33.08M | 5.9% | -1.5% | 1.672% | |
| 4/28/2025 | Great Point Wealth Advisors LLC | 532,731 | $18.04M | 3.9% | +27.8% | 0.905% | |
| 4/28/2025 | DAVENPORT & Co LLC | 84,190 | $2.85M | 0.0% | -2.5% | 0.143% | |
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| 4/25/2025 | Westside Investment Management Inc. | 23,200 | $786K | 0.2% | -13.3% | 0.039% | |
| 4/25/2025 | IRON Financial LLC | 326,088 | $11.04M | 6.2% | -3.5% | 0.554% | |
| 4/25/2025 | Strid Group LLC | 155,663 | $5.27M | 0.8% | +0.4% | 0.265% | |
| 4/25/2025 | Sovran Advisors LLC | 13,368 | $447K | 0.1% | N/A | 0.023% | |
| 4/24/2025 | Cornerstone Advisors Asset Management LLC | 885,760 | $29.99M | 6.1% | -1.5% | 1.505% | |
| 4/24/2025 | Golden State Wealth Management LLC | 46,450 | $1.57M | 0.2% | -59.1% | 0.079% | |
| 4/23/2025 | Golden State Wealth Management LLC | 80,348 | $2.72M | 0.2% | -29.2% | 0.137% | |
| 4/23/2025 | Spire Wealth Management | 770,189 | $26.08M | 0.8% | +1.5% | 1.309% | |
| 4/22/2025 | Park Capital Management LLC WI | 860,142 | $29.12M | 34.0% | -6.1% | 1.462% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 12,891 | $436K | 0.0% | -8.3% | 0.022% | |
| 4/22/2025 | MBE Wealth Management LLC | 76,059 | $2.58M | 1.2% | +82.0% | 0.129% | |
| 4/22/2025 | Atticus Wealth Management LLC | 340,154 | $11.52M | 3.8% | +82.9% | 0.578% | |
| 4/21/2025 | United Advisor Group LLC | 21,182 | $717K | 0.1% | +55.2% | 0.036% | |
| 4/18/2025 | Wolf Group Capital Advisors | 40,597 | $1.38M | 0.5% | N/A | 0.069% | |
| 4/18/2025 | CENTRAL TRUST Co | 61,976 | $2.10M | 0.1% | +13.7% | 0.105% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 12,500 | $423K | 0.0% | -13.8% | 0.021% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 1,855,302 | $62.82M | 0.1% | -4.3% | 3.153% | |
| 4/16/2025 | Marshall Financial Group LLC | 631,164 | $21.37M | 4.7% | -1.3% | 1.072% | |
| 4/16/2025 | Sanchez Wealth Management Group | 275,368 | $9.32M | 2.5% | +1.2% | 0.468% | |
| 4/16/2025 | Bensler LLC | 523,294 | $17.72M | 2.2% | -9.5% | 0.889% | |
| 4/15/2025 | Simplicity Wealth LLC | 20,492 | $694K | 0.1% | N/A | 0.035% | |
| 4/10/2025 | Fermata Advisors LLC | 11,417 | $387K | 0.1% | -13.3% | 0.019% | |
| 4/10/2025 | Freedom Financial Partners LLC | 105,329 | $3.57M | 1.7% | +76.6% | 0.179% | |
| 4/10/2025 | Strategic Planning Group LLC | 174,090 | $5.90M | 1.2% | +11.9% | 0.296% | |
| 4/9/2025 | Inspirion Wealth Advisors LLC | 20,983 | $710K | 0.1% | -1.7% | 0.036% | |
| 4/9/2025 | Fragasso Financial Advisors Inc | 880,339 | $29.81M | 2.2% | +3.7% | 1.496% | |
| 4/9/2025 | Advance Capital Management Inc. | 446,380 | $15.11M | 0.7% | -13.6% | 0.759% | |
| 4/8/2025 | Investors Research Corp | 876 | $30K | 0.0% | N/A | 0.001% | |
| 4/8/2025 | Private Client Services LLC | 67,357 | $2.28M | 1.1% | N/A | 0.114% | |
| 4/8/2025 | Legacy Solutions LLC | 71,848 | $2.43M | 2.7% | +5.7% | 0.122% | |
| 4/7/2025 | Howard Financial Services LTD. | 868,425 | $29.41M | 4.0% | -1.7% | 1.460% | |
| 3/21/2025 | Prostatis Group LLC | 197,191 | $6.57M | 1.9% | -0.3% | 0.327% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 1,938,761 | $64.62M | 0.1% | -2.8% | 3.218% | |
| 2/24/2025 | United Advisor Group LLC | 13,645 | $455K | 0.1% | -11.2% | 0.029% | |
| 2/18/2025 | First Heartland Consultants Inc. | 6,040 | $201K | 0.0% | N/A | 0.013% | |
| 2/17/2025 | Visionary Wealth Advisors | 323,237 | $10.77M | 0.6% | +0.4% | 0.698% | |
| 2/17/2025 | Cetera Investment Advisers | 202,230 | $6.74M | 0.0% | +9.2% | 0.437% | |
| 2/17/2025 | Captrust Financial Advisors | 230,106 | $7.67M | 0.0% | +10.4% | 0.497% | |
| 2/17/2025 | Citadel Advisors LLC | 97,057 | $3.24M | 0.0% | N/A | 0.210% | |
| 2/17/2025 | Baird Financial Group Inc. | 76,177 | $2.54M | 0.0% | -2.7% | 0.165% | |
| 2/17/2025 | Bank of America Corp DE | 1,751,602 | $58.38M | 0.0% | +17.8% | 3.783% | |
| 2/14/2025 | Keel Point LLC | 16,938 | $565K | 0.0% | -21.5% | 0.037% | |
| 2/14/2025 | Jane Street Group LLC | 165,639 | $5.52M | 0.0% | +255.8% | 0.358% | |
| 2/14/2025 | Rehmann Capital Advisory Group | 352,932 | $11.76M | 0.7% | +41.8% | 0.762% | |
| 2/14/2025 | Berger Financial Group Inc | 652,200 | $21.74M | 1.5% | +11.8% | 1.409% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 7,138 | $238K | 0.0% | N/A | 0.015% | |
| 2/14/2025 | Stifel Financial Corp | 217,235 | $7.24M | 0.0% | +4.4% | 0.469% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 8,598 | $287K | 0.0% | -24.0% | 0.019% | |
| 2/13/2025 | MSH Capital Advisors LLC | 47,978 | $1.60M | 0.5% | N/A | 0.104% | |
| 2/13/2025 | NewEdge Advisors LLC | 202,464 | $6.75M | 0.0% | +1,663.6% | 0.437% | |
Market chaos is the new normal (Ad) It happened again.
Wall Street swung like a wrecking ball after Trump paused tariffs on smartphones, laptops, and semiconductors.
Tech stocks surged—but not because the economy is stable. It’s because investors are panicking over trade policy whiplash.
And here’s the hard truth:
If your retirement is too tied to stocks, you’re exposed. Claim your free, no-strings-attached 2025 Ultimate Guide to Gold IRAs right now. |
| 2/13/2025 | Mariner LLC | 178,971 | $5.97M | 0.0% | -15.4% | 0.387% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 20,172 | $672K | 0.0% | N/A | 0.044% | |
| 2/13/2025 | Mountain Capital Investment Advisors Inc. | 999,143 | $33.30M | 6.9% | +1.6% | 2.158% | |
| 2/13/2025 | Raymond James Financial Inc. | 1,006,184 | $33.54M | 0.0% | N/A | 2.173% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 745,880 | $24.86M | 0.0% | -0.4% | 1.611% | |
| 2/13/2025 | Wells Fargo & Company MN | 777 | $26K | 0.0% | -54.6% | 0.002% | |
| 2/12/2025 | OLD Mission Capital LLC | 171,087 | $5.70M | 0.1% | +2,768.7% | 0.370% | |
| 2/12/2025 | JPMorgan Chase & Co. | 38,711 | $1.29M | 0.0% | +8.0% | 0.084% | |
| 2/11/2025 | LPL Financial LLC | 1,290,527 | $43.01M | 0.0% | +23.6% | 2.787% | |
| 2/11/2025 | Condor Capital Management | 352,190 | $11.74M | 1.0% | +1.9% | 0.761% | |
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