| 5/20/2025 | Focus Partners Wealth | 221,367 | $4.91M | 0.0% | -28.3% | 1.223% | |
| 5/19/2025 | Jane Street Group LLC | 115,157 | $2.56M | 0.0% | -56.7% | 0.636% | |
| 5/19/2025 | SageView Advisory Group LLC | 37,097 | $823K | 0.0% | -65.4% | 0.205% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 313,218 | $6.95M | 0.5% | +2.3% | 1.730% | |
| 5/14/2025 | Gitterman Wealth Management LLC | 34,704 | $770K | 0.2% | +13.9% | 0.192% | |
| 5/14/2025 | Flow Traders U.S. LLC | 16,698 | $370K | 0.0% | -74.0% | 0.092% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 346,659 | $7.69M | 0.2% | -5.6% | 1.915% | |
| 5/13/2025 | HighTower Advisors LLC | 71,047 | $1.58M | 0.0% | +1.6% | 0.393% | |
| 5/12/2025 | Koss Olinger Consulting LLC | 381,830 | $8.47M | 0.7% | +1.2% | 2.110% | |
| 5/9/2025 | Silver Oak Advisory Group Inc. | 119,589 | $2.65M | 1.4% | -5.2% | 0.661% | |
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| 5/9/2025 | Evolution Advisers Inc. | 116,036 | $2.57M | 1.3% | +63.0% | 0.641% | |
| 5/9/2025 | SGL Investment Advisors Inc. | 9,884 | $217K | 0.1% | N/A | 0.055% | |
| 5/8/2025 | US Bancorp DE | 50,698 | $1.13M | 0.0% | -2.2% | 0.280% | |
| 5/8/2025 | Harbour Investments Inc. | 8,444 | $187K | 0.0% | -6.8% | 0.047% | |
| 5/8/2025 | Sound View Wealth Advisors Group LLC | 18,714 | $415K | 0.0% | +4.6% | 0.103% | |
| 5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 4,271 | $95K | 0.1% | N/A | 0.024% | |
| 5/7/2025 | LPL Financial LLC | 453,774 | $10.07M | 0.0% | +2.3% | 2.507% | |
| 5/6/2025 | Assetmark Inc. | 147,684 | $3.28M | 0.0% | +12.0% | 0.816% | |
| 5/5/2025 | WNY Asset Management LLC | 14,204 | $315K | 0.0% | +22.5% | 0.077% | |
| 5/5/2025 | Private Advisor Group LLC | 83,691 | $1.86M | 0.0% | -3.9% | 0.452% | |
| 5/2/2025 | Litman Gregory Wealth Management LLC | 55,050 | $1.22M | 0.1% | +161.5% | 0.298% | |
| 5/2/2025 | Wealthfront Advisers LLC | 43,906 | $974K | 0.0% | +3.6% | 0.237% | |
| 5/1/2025 | A&I Financial Services LLC | 44,383 | $985K | 0.7% | +15.2% | 0.240% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 4,098 | $91K | 0.0% | N/A | 0.022% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 49,397 | $1.10M | 0.0% | -5.7% | 0.267% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 566,039 | $12.56M | 0.0% | -4.8% | 3.060% | |
| 4/29/2025 | Bank of New York Mellon Corp | 483,425 | $10.73M | 0.0% | -14.6% | 2.613% | |
| 4/29/2025 | Olde Wealth Management LLC | 110,776 | $2.46M | 0.9% | -23.2% | 0.599% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 33,684 | $747K | 0.0% | +3.3% | 0.182% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 32,804 | $728K | 0.0% | +2.8% | 0.177% | |
| 4/28/2025 | D.A. Davidson & CO. | 24,889 | $552K | 0.0% | +6.0% | 0.135% | |
| 4/28/2025 | Private Trust Co. NA | 1,663 | $37K | 0.0% | -23.1% | 0.009% | |
| 4/28/2025 | Aaron Wealth Advisors LLC | 12,003 | $266K | 0.0% | +21.3% | 0.065% | |
| 4/25/2025 | Westfuller Advisors LLC | 304,856 | $6.76M | 4.5% | +1.0% | 1.648% | |
| 4/24/2025 | Etesian Wealth Advisors Inc. | 10,297 | $228K | 0.1% | +10.6% | 0.056% | |
| 4/23/2025 | Perigon Wealth Management LLC | 83,128 | $1.84M | 0.0% | -47.9% | 0.449% | |
| 4/23/2025 | First Pacific Financial | 1,047,489 | $23.24M | 4.7% | +3.1% | 5.662% | |
| 4/23/2025 | Walkner Condon Financial Advisors LLC | 21,072 | $467K | 0.1% | +44.5% | 0.114% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 874,788 | $19.41M | 0.1% | -1.1% | 4.729% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 733,872 | $16.28M | 0.1% | +3.7% | 3.967% | |
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| 4/18/2025 | Colorado Capital Management Inc. | 176,406 | $3.91M | 1.8% | +6.4% | 0.954% | |
| 4/17/2025 | Mission Wealth Management LP | 32,682 | $725K | 0.0% | -21.4% | 0.177% | |
| 4/17/2025 | Stanich Group LLC | 569,691 | $12.64M | 9.3% | +6.1% | 3.079% | |
| 4/17/2025 | Lockerman Financial Group Inc. | 26,774 | $594K | 0.9% | -48.5% | 0.145% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 34,654 | $769K | 0.0% | -9.8% | 0.187% | |
| 4/15/2025 | Integrated Advisors Network LLC | 23,688 | $526K | 0.0% | N/A | 0.128% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 23,175 | $514K | 0.0% | +20.0% | 0.125% | |
| 4/14/2025 | Park Avenue Securities LLC | 131,749 | $2.92M | 0.0% | -7.0% | 0.712% | |
| 4/14/2025 | Charter Oak Capital Management LLC | 246,360 | $5.47M | 0.5% | -3.9% | 1.332% | |
| 4/14/2025 | UMB Bank n.a. | 86,154 | $1.91M | 0.0% | -8.7% | 0.466% | |
| 4/14/2025 | LexAurum Advisors LLC | 15,577 | $346K | 0.1% | -19.7% | 0.084% | |
| 4/11/2025 | Sandbox Financial Partners LLC | 18,600 | $413K | 0.1% | -2.7% | 0.100% | |
| 4/10/2025 | CGN Advisors LLC | 318,919 | $7.08M | 0.7% | -0.5% | 1.715% | |
| 4/10/2025 | Legacy Financial Group LLC | 33,654 | $747K | 0.1% | -6.9% | 0.181% | |
| 4/8/2025 | Boston Standard Wealth Management LLC | 87,861 | $1.92M | 0.4% | -8.6% | 0.472% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 38,417 | $837K | 0.0% | -6.7% | 0.207% | |
| 2/20/2025 | Westfuller Advisors LLC | 301,937 | $6.58M | 4.2% | +1.1% | 1.623% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 306,083 | $6.67M | 0.4% | +8.5% | 1.901% | |
| 2/18/2025 | City National Bank of Florida MSD | 22,644 | $493K | 0.4% | N/A | 0.141% | |
| 2/17/2025 | Focus Partners Wealth | 308,530 | $6.72M | 0.0% | +4.0% | 1.916% | |
| 2/17/2025 | Cetera Investment Advisers | 11,556 | $252K | 0.0% | -7.9% | 0.072% | |
| 2/17/2025 | Citadel Advisors LLC | 140,383 | $3.06M | 0.0% | +140.5% | 0.872% | |
| 2/17/2025 | Bank of America Corp DE | 594,728 | $12.95M | 0.0% | +0.3% | 3.694% | |
| 2/14/2025 | Jane Street Group LLC | 266,118 | $5.80M | 0.0% | +954.7% | 1.653% | |
| 2/14/2025 | Gerber Kawasaki Wealth & Investment Management | 15,543 | $339K | 0.0% | -5.1% | 0.097% | |
| 2/14/2025 | IHT Wealth Management LLC | 18,473 | $402K | 0.0% | -48.9% | 0.115% | |
| 2/14/2025 | Canal Capital Management LLC | 13,567 | $295K | 0.0% | +18.2% | 0.084% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 32,594 | $710K | 0.0% | +13.9% | 0.202% | |
| 2/13/2025 | Lifelong Wealth Advisors Inc. | 18,807 | $410K | 0.2% | N/A | 0.117% | |
| 2/13/2025 | Rossby Financial LCC | 9,777 | $213K | 0.1% | N/A | 0.061% | |
| 2/13/2025 | Mariner LLC | 58,491 | $1.27M | 0.0% | -29.9% | 0.363% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 18,200 | $396K | 0.0% | N/A | 0.113% | |
| 2/13/2025 | Raymond James Financial Inc. | 40,233 | $876K | 0.0% | N/A | 0.250% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 594,866 | $12.96M | 0.0% | +0.9% | 3.695% | |
| 2/13/2025 | Wells Fargo & Company MN | 77,398 | $1.69M | 0.0% | +25.4% | 0.481% | |
| 2/12/2025 | JPMorgan Chase & Co. | 32,032 | $698K | 0.0% | -16.1% | 0.199% | |
| 2/11/2025 | LPL Financial LLC | 443,751 | $9.67M | 0.0% | +38.4% | 2.756% | |
| 2/11/2025 | Millstone Evans Group LLC | 4,389 | $96K | 0.1% | N/A | 0.027% | |
| 2/11/2025 | Financial Network Wealth Management LLC | 144,272 | $3.14M | 1.1% | -0.3% | 0.896% | |
| 2/11/2025 | Koss Olinger Consulting LLC | 377,316 | $8.22M | 0.7% | +0.9% | 2.344% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 52,380 | $1.14M | 0.0% | +1.9% | 0.325% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 707,582 | $15.41M | 0.1% | +3.1% | 4.395% | |
| 2/10/2025 | Diversified Enterprises LLC | 33,623 | $732K | 0.1% | -10.6% | 0.209% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 153,801 | $3.35M | 0.0% | +9.2% | 0.955% | |
| 2/7/2025 | HighTower Advisors LLC | 69,937 | $1.52M | 0.0% | -12.2% | 0.434% | |
| 2/7/2025 | Natural Investments LLC | 25,741 | $560K | 0.2% | N/A | 0.160% | |
| 2/7/2025 | Wealthfront Advisers LLC | 37,514 | $817K | 0.0% | -1.7% | 0.233% | |
| 2/7/2025 | Avantax Planning Partners Inc. | 31,919 | $695K | 0.0% | +2.3% | 0.198% | |
| 2/7/2025 | Retirement Capital Strategies | 19,675 | $429K | 0.2% | -81.5% | 0.122% | |
| 2/7/2025 | Independent Advisor Alliance | 328,483 | $7.15M | 0.1% | N/A | 2.040% | |
A grave, grave error. (Ad) It seems like the world is on fire.
Trump’s tariffs are crippling economies worldwide.
Canada’s been crippled. Japan’s in the process of being crippled. And it seems Europe may be next.
And despite the president insisting that the Fed reduce rates – and with Vice President J.D. Vance saying “the refusal by the Fed to cut rates is monetary malpractice” – the Fed has decided to hold rates steady once again. That’s why it’s critical that you watch this documentary to fully understand what’s really going on… |
| 2/7/2025 | Simplicity Wealth LLC | 22,644 | $493K | 0.1% | N/A | 0.141% | |
| 2/6/2025 | Vestmark Advisory Solutions Inc. | 367,320 | $8M | 0.3% | +10.2% | 2.281% | |
| 2/6/2025 | Raymond James Financial Inc. | 40,233 | $876K | 0.0% | N/A | 0.250% | |
| 2/6/2025 | Assetmark Inc. | 131,829 | $2.87M | 0.0% | +9.6% | 0.819% | |
| 2/6/2025 | Mission Wealth Management LP | 41,582 | $906K | 0.0% | -1.8% | 0.258% | |
| 2/5/2025 | US Bancorp DE | 51,863 | $1.13M | 0.0% | +27.9% | 0.322% | |
| 2/5/2025 | Private Trust Co. NA | 2,163 | $47K | 0.0% | -74.6% | 0.013% | |
| 2/5/2025 | A&I Financial Services LLC | 38,518 | $839K | 0.8% | N/A | 0.239% | |
| 2/4/2025 | Bank of New York Mellon Corp | 565,859 | $12.32M | 0.0% | +45.1% | 3.515% | |
| 2/4/2025 | Midwest Capital Advisors LLC | 2,779 | $61K | 0.0% | N/A | 0.017% | |
