5/20/2025 | Focus Partners Wealth | 8,977 | $478K | 0.0% | -14.5% | 0.121% | |
5/19/2025 | Jane Street Group LLC | 11,399 | $607K | 0.0% | -40.0% | 0.154% | |
5/16/2025 | Arete Wealth Advisors LLC | 4,197 | $223K | 0.0% | N/A | 0.057% | |
5/16/2025 | Concorde Asset Management LLC | 4,460 | $230K | 0.1% | -16.3% | 0.060% | |
5/16/2025 | Banque Transatlantique SA | 9,532 | $469K | 0.0% | N/A | 0.129% | |
5/15/2025 | Royal Bank of Canada | 42,996 | $2.29M | 0.0% | -2.3% | 0.581% | |
5/14/2025 | Flow Traders U.S. LLC | 21,007 | $1.12M | 0.0% | -54.8% | 0.284% | |
5/13/2025 | Cookson Peirce & Co. Inc. | 4,999 | $266K | 0.0% | -3.7% | 0.068% | |
5/13/2025 | Prudential PLC | 22,210 | $1.18M | 0.0% | +10.4% | 0.300% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 55,837 | $2.97M | 0.0% | -2.5% | 0.755% | |
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5/12/2025 | Biltmore Family Office LLC | 48,234 | $2.57M | 0.4% | -1.2% | 0.652% | |
5/12/2025 | Florin Court Capital LLP | 11,406 | $607K | 0.6% | -61.3% | 0.154% | |
5/9/2025 | Chicago Partners Investment Group LLC | 5,500 | $295K | 0.0% | N/A | 0.074% | |
5/9/2025 | Exencial Wealth Advisors LLC | 6,957 | $370K | 0.0% | -2.7% | 0.094% | |
5/9/2025 | Blair William & Co. IL | 6,575 | $350K | 0.0% | +7.5% | 0.089% | |
5/9/2025 | PNC Financial Services Group Inc. | 326,369 | $17.37M | 0.0% | -0.2% | 4.410% | |
5/8/2025 | Arkadios Wealth Advisors | 10,491 | $558K | 0.0% | N/A | 0.142% | |
5/8/2025 | Banque Cantonale Vaudoise | 725 | $39K | 0.0% | N/A | 0.010% | |
5/7/2025 | LPL Financial LLC | 93,846 | $4.99M | 0.0% | -1.9% | 1.268% | |
5/6/2025 | Cetera Investment Advisers | 15,932 | $848K | 0.0% | -1.5% | 0.215% | |
5/6/2025 | Wedbush Securities Inc. | 6,017 | $320K | 0.0% | -11.1% | 0.081% | |
5/1/2025 | CWM LLC | 8,635 | $459K | 0.0% | +14.5% | 0.117% | |
4/29/2025 | Strategic Blueprint LLC | 3,866 | $206K | 0.0% | +7.4% | 0.052% | |
4/23/2025 | SOL Capital Management CO | 11,058 | $588K | 0.1% | -48.2% | 0.149% | |
4/23/2025 | Oppenheimer & Co. Inc. | 14,265 | $759K | 0.0% | +2.1% | 0.193% | |
4/22/2025 | Flagship Harbor Advisors LLC | 8,483 | $451K | 0.0% | -2.5% | 0.115% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 19,576 | $1.04M | 0.0% | +1.4% | 0.265% | |
4/22/2025 | Dale Q Rice Investment Management Ltd | 5,491 | $292K | 0.2% | N/A | 0.074% | |
4/18/2025 | Wolf Group Capital Advisors | 6,663 | $355K | 0.1% | N/A | 0.090% | |
4/14/2025 | Bank of New Hampshire | 2,410 | $128K | 0.0% | -8.2% | 0.033% | |
4/9/2025 | HBW Advisory Services LLC | 8,960 | $477K | 0.1% | N/A | 0.121% | |
2/18/2025 | GTS Securities LLC | 14,733 | $854K | 0.0% | N/A | 0.199% | |
2/17/2025 | Focus Partners Wealth | 10,505 | $609K | 0.0% | +8.2% | 0.162% | |
2/17/2025 | Diligent Investors LLC | 7,745 | $449K | 0.1% | -2.6% | 0.119% | |
2/17/2025 | Cetera Investment Advisers | 16,173 | $938K | 0.0% | -4.3% | 0.249% | |
2/14/2025 | Jane Street Group LLC | 18,997 | $1.10M | 0.0% | +57.7% | 0.292% | |
2/14/2025 | Susquehanna International Group LLP | 62,876 | $3.65M | 0.0% | +77.8% | 0.967% | |
2/13/2025 | Scotia Capital Inc. | 3,752 | $218K | 0.0% | -13.8% | 0.058% | |
2/13/2025 | Raymond James Financial Inc. | 16,302 | $945K | 0.0% | N/A | 0.251% | |
2/13/2025 | Wedbush Securities Inc. | 6,767 | $392K | 0.0% | -6.7% | 0.104% | |
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2/13/2025 | Wells Fargo & Company MN | 426 | $25K | 0.0% | N/A | 0.007% | |
2/13/2025 | Prudential PLC | 20,110 | $1.17M | 0.0% | +3.6% | 0.309% | |
2/12/2025 | Uniting Wealth Partners LLC | 8,400 | $487K | 0.2% | N/A | 0.129% | |
2/12/2025 | Biltmore Family Office LLC | 48,825 | $2.83M | 0.5% | -0.9% | 0.751% | |
2/12/2025 | CIBC Private Wealth Group LLC | 824 | $48K | 0.0% | +64.5% | 0.013% | |
2/12/2025 | Financial Engines Advisors L.L.C. | 57,242 | $3.32M | 0.0% | -8.5% | 0.881% | |
2/11/2025 | LPL Financial LLC | 95,665 | $5.55M | 0.0% | +21.4% | 1.472% | |
2/11/2025 | HUB Investment Partners LLC | 8,105 | $470K | 0.0% | -18.8% | 0.125% | |
2/10/2025 | Commonwealth Equity Services LLC | 33,625 | $1.95M | 0.0% | -21.9% | 0.517% | |
2/7/2025 | Johnson Investment Counsel Inc. | 15,296 | $887K | 0.0% | N/A | 0.235% | |
2/7/2025 | Sowell Financial Services LLC | 20,521 | $1.19M | 0.1% | N/A | 0.316% | |
2/7/2025 | PNC Financial Services Group Inc. | 326,976 | $18.96M | 0.0% | -0.3% | 5.030% | |
2/6/2025 | Raymond James Financial Inc. | 16,302 | $945K | 0.0% | N/A | 0.251% | |
2/6/2025 | Cookson Peirce & Co. Inc. | 5,191 | $301K | 0.0% | N/A | 0.080% | |
2/3/2025 | Florin Court Capital LLP | 29,461 | $1.71M | 1.8% | +9.7% | 0.453% | |
1/31/2025 | NTV Asset Management LLC | 9,412 | $546K | 0.1% | -23.2% | 0.145% | |
1/29/2025 | MTM Investment Management LLC | 1,008 | $58K | 0.0% | N/A | 0.016% | |
1/28/2025 | Prairie Wealth Advisors Inc. | 5,402 | $313K | 0.2% | -3.7% | 0.083% | |
1/23/2025 | Strategic Blueprint LLC | 3,601 | $209K | 0.0% | N/A | 0.055% | |
1/21/2025 | Flagship Harbor Advisors LLC | 8,698 | $504K | 0.0% | +43.6% | 0.134% | |
11/15/2024 | MML Investors Services LLC | 4,071 | $213K | 0.0% | -22.3% | 0.063% | |
11/15/2024 | Jane Street Group LLC | 12,044 | $630K | 0.0% | -77.5% | 0.185% | |
11/15/2024 | Stifel Financial Corp | 4,799 | $251K | 0.0% | -3.9% | 0.074% | |
11/15/2024 | IHT Wealth Management LLC | 4,984 | $260K | 0.0% | -10.7% | 0.077% | |
11/14/2024 | Flow Traders U.S. LLC | 6,032 | $315K | 0.0% | -87.5% | 0.093% | |
11/13/2024 | FMR LLC | 787 | $41K | 0.0% | +61.6% | 0.012% | |
11/12/2024 | Biltmore Family Office LLC | 49,257 | $2.58M | 0.4% | -2.1% | 0.758% | |
11/12/2024 | Concorde Asset Management LLC | 5,400 | $282K | 0.2% | -4.4% | 0.083% | |
11/8/2024 | PNC Financial Services Group Inc. | 328,102 | $17.15M | 0.0% | N/A | 5.048% | |
11/6/2024 | Florin Court Capital LLP | 26,847 | $1.40M | 1.1% | N/A | 0.413% | |
11/6/2024 | Oppenheimer & Co. Inc. | 14,118 | $738K | 0.0% | -16.6% | 0.217% | |
10/8/2024 | CWM LLC | 8,831 | $462K | 0.0% | -3.5% | 0.136% | |
10/7/2024 | Bank of New Hampshire | 2,710 | $142K | 0.0% | -45.8% | 0.042% | |
8/22/2024 | Cetera Investment Advisers | 22,648 | $1.06M | 0.0% | -5.1% | 0.348% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 547 | $26K | 0.0% | +5,370.0% | 0.008% | |
8/16/2024 | Susquehanna International Group LLP | 90,435 | $4.23M | 0.0% | +83.7% | 1.391% | |
8/12/2024 | Concorde Asset Management LLC | 5,650 | $264K | 0.2% | -26.1% | 0.087% | |
8/12/2024 | Blair William & Co. IL | 6,486 | $303K | 0.0% | +57.6% | 0.100% | |
8/7/2024 | Wedbush Securities Inc. | 7,996 | $374K | 0.0% | -51.6% | 0.123% | |
8/7/2024 | Prudential PLC | 16,410 | $767K | 0.0% | -43.4% | 0.252% | |
8/3/2024 | SouthState Corp | 600 | $28K | 0.0% | N/A | 0.009% | |
7/31/2024 | Banque Cantonale Vaudoise | 1,660 | $78K | 0.0% | N/A | 0.026% | |
7/31/2024 | Commonwealth Equity Services LLC | 63,251 | $2.96M | 0.0% | -3.4% | 0.973% | |
7/30/2024 | Wolf Group Capital Advisors | 10,108 | $473K | 0.2% | N/A | 0.156% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 21,381 | $1M | 0.0% | -18.0% | 0.329% | |
7/25/2024 | Tempus Wealth Planning LLC | 5,001 | $234K | 0.1% | -13.0% | 0.077% | |
7/19/2024 | Western Wealth Management LLC | 4,802 | $225K | 0.0% | -5.9% | 0.074% | |
7/1/2024 | Bank of New Hampshire | 5,004 | $234K | 0.1% | N/A | 0.077% | |
5/24/2024 | Cetera Advisors LLC | 21,735 | $1.14M | 0.0% | +71.2% | 0.334% | |
5/15/2024 | Alpine Global Management LLC | 8,378 | $441K | 0.1% | N/A | 0.129% | |
This Is The Moment You Betray Trump (Or Prove Them Wrong) (Ad) They said you wouldn’t last—that Bidenflation, Wall Street selloffs, and DEI funds would break your loyalty to Trump’s economic plan. But now there’s a way to protect your retirement without backing down.
This free 2025 Wealth Protection Guide reveals how you can use a legal IRS loophole—nicknamed “Piggy Bank”—to shield your savings. Protect your savings without betraying Trump |
5/14/2024 | Biltmore Family Office LLC | 50,359 | $2.65M | 0.5% | -7.7% | 0.775% | |
5/9/2024 | Blair William & Co. IL | 4,115 | $217K | 0.0% | -8.2% | 0.062% | |
5/9/2024 | Koshinski Asset Management Inc. | 10,605 | $558K | 0.1% | -45.9% | 0.159% | |
5/7/2024 | NTV Asset Management LLC | 17,312 | $911K | 0.1% | N/A | 0.260% | |
5/7/2024 | Oppenheimer & Co. Inc. | 18,062 | $951K | 0.0% | -2.0% | 0.272% | |
4/29/2024 | Commonwealth Equity Services LLC | 65,448 | $3.45M | 0.0% | +0.7% | 0.984% | |
4/26/2024 | Clear Creek Financial Management LLC | 5,658 | $298K | 0.0% | N/A | 0.085% | |
4/25/2024 | MTM Investment Management LLC | 1,008 | $53K | 0.0% | N/A | 0.015% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 200,348 | $10.55M | 0.0% | +15.6% | 3.013% | |
4/19/2024 | Tempus Wealth Planning LLC | 5,746 | $302K | 0.1% | -32.6% | 0.086% | |