6/2/2025 | Modern Wealth Management LLC | 9,701 | $224K | 0.0% | -48.8% | 0.008% | |
5/21/2025 | McAdam LLC | 194,325 | $4.48M | 0.3% | -41.1% | 0.154% | |
5/20/2025 | Belpointe Asset Management LLC | 74,963 | $1.73M | 0.1% | N/A | 0.059% | |
5/20/2025 | Fortis Capital Advisors LLC | 74,963 | $1.73M | 0.4% | N/A | 0.059% | |
5/20/2025 | Flaharty Asset Management LLC | 1,951 | $45K | 0.0% | N/A | 0.002% | |
5/19/2025 | Jane Street Group LLC | 1,275,986 | $29.40M | 0.0% | +241.0% | 1.009% | |
5/19/2025 | Advisory Alpha LLC | 27,344 | $630K | 0.0% | -15.9% | 0.022% | |
5/16/2025 | Goldman Sachs Group Inc. | 516,983 | $11.91M | 0.0% | +3,380.4% | 0.409% | |
5/16/2025 | Jones Financial Companies Lllp | 3,691 | $85K | 0.0% | -94.5% | 0.003% | |
5/16/2025 | NewEdge Advisors LLC | 26,979 | $622K | 0.0% | -4.8% | 0.021% | |
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5/16/2025 | Integrated Wealth Concepts LLC | 135,125 | $3.11M | 0.0% | +75.6% | 0.107% | |
5/15/2025 | EP Wealth Advisors LLC | 1,452,311 | $33.46M | 0.3% | +3.1% | 1.149% | |
5/15/2025 | Ashton Thomas Securities LLC | 194,567 | $4.48M | 1.2% | +3.2% | 0.154% | |
5/15/2025 | Royal Bank of Canada | 276,172 | $6.36M | 0.0% | -5.4% | 0.218% | |
5/15/2025 | Tortoise Investment Management LLC | 133,215 | $3.07M | 0.3% | +1.9% | 0.105% | |
5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 463,054 | $10.67M | 0.5% | +21.6% | 0.366% | |
5/14/2025 | Per Stirling Capital Management LLC. | 47,707 | $1.10M | 0.2% | +14.1% | 0.038% | |
5/14/2025 | Jane Street Group LLC | 1,275,986 | $29.40M | 0.0% | +241.0% | 1.009% | |
5/14/2025 | Comerica Bank | 470,189 | $10.83M | 0.0% | -6.0% | 0.372% | |
5/14/2025 | Ally Invest Advisors Inc. | 26,013 | $599K | 0.1% | +5.9% | 0.021% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 906,842 | $20.89M | 0.0% | -7.2% | 0.717% | |
5/14/2025 | Kestra Advisory Services LLC | 37,214 | $857K | 0.0% | -46.6% | 0.029% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 25,774 | $594K | 0.0% | +2.8% | 0.020% | |
5/14/2025 | Petix & Botte Co | 135,752 | $3.13M | 0.8% | +32.0% | 0.107% | |
5/13/2025 | Raymond James Financial Inc. | 579,379 | $13.35M | 0.0% | -9.7% | 0.458% | |
5/13/2025 | Francis Financial Inc. | 53,718 | $1.24M | 0.3% | +51.7% | 0.042% | |
5/13/2025 | HighTower Advisors LLC | 19,758 | $455K | 0.0% | -11.9% | 0.016% | |
5/12/2025 | Northeast Financial Group Inc. | 62,000 | $1.43M | 0.5% | +20.8% | 0.049% | |
5/12/2025 | Aveo Capital Partners LLC | 204,888 | $4.66M | 0.8% | -3.3% | 0.162% | |
5/12/2025 | AlphaCore Capital LLC | 2,851 | $66K | 0.0% | N/A | 0.002% | |
5/9/2025 | Greykasell Wealth Strategies Inc. | 4,639 | $107K | 0.1% | N/A | 0.004% | |
5/9/2025 | Leeward Financial Partners LLC | 64,541 | $1.49M | 0.6% | +4.6% | 0.051% | |
5/9/2025 | Exencial Wealth Advisors LLC | 16,874 | $389K | 0.0% | -14.2% | 0.013% | |
5/9/2025 | Ackerman Capital Advisors LLC | 34,719 | $800K | 0.2% | -20.6% | 0.027% | |
5/9/2025 | PNC Financial Services Group Inc. | 362,695 | $8.36M | 0.0% | +9.4% | 0.287% | |
5/8/2025 | IFG Advisory LLC | 20,711 | $477K | 0.0% | -27.9% | 0.016% | |
5/8/2025 | US Bancorp DE | 366,797 | $8.45M | 0.1% | -2.7% | 0.290% | |
5/8/2025 | Harbour Investments Inc. | 6,687 | $154K | 0.0% | -37.4% | 0.005% | |
5/8/2025 | Collaborative Wealth Managment Inc. | 72,794 | $1.68M | 0.8% | +23.3% | 0.058% | |
5/8/2025 | FOCUS Wealth Advisors LLC | 40,149 | $925K | 0.5% | +11.1% | 0.032% | |
Trump’s worst nightmare (Ad) The President’s tour of the Middle East… the deal for Ukraine’s mineral rights… Elon’s strange time in Washington… even Trump’s obsession with seizing Greenland.
There’s a singular force that connects the dots…
And it could threaten to transform American life – and your wealth – forever.  You can get all the details here. |
5/8/2025 | First Foundation Advisors | 134,937 | $3.11M | 0.1% | -34.4% | 0.107% | |
5/7/2025 | Meeder Advisory Services Inc. | 239,137 | $5.51M | 0.3% | +13.4% | 0.189% | |
5/7/2025 | LPL Financial LLC | 2,231,921 | $51.42M | 0.0% | +9.0% | 1.765% | |
5/7/2025 | Inspire Advisors LLC | 15,276 | $352K | 0.0% | N/A | 0.012% | |
5/7/2025 | First Heartland Consultants Inc. | 107,656 | $2.48M | 0.3% | -6.4% | 0.085% | |
5/6/2025 | Assetmark Inc. | 339,330 | $7.82M | 0.0% | +8.4% | 0.271% | |
5/6/2025 | Cetera Investment Advisers | 441,588 | $10.17M | 0.0% | -26.2% | 0.352% | |
5/6/2025 | AE Wealth Management LLC | 16,410 | $378K | 0.0% | +19.1% | 0.013% | |
5/6/2025 | Richardson Financial Services Inc. | 7,427 | $171K | 0.1% | +7.9% | 0.006% | |
5/6/2025 | Choreo LLC | 44,207 | $1.02M | 0.0% | +5.7% | 0.035% | |
5/6/2025 | Flynn Zito Capital Management LLC | 48,824 | $1.13M | 0.5% | -10.7% | 0.039% | |
5/5/2025 | Private Advisor Group LLC | 79,294 | $1.83M | 0.0% | +25.5% | 0.063% | |
5/5/2025 | Transce3nd LLC | 6,843 | $158K | 0.1% | -8.7% | 0.005% | |
5/2/2025 | Parcion Private Wealth LLC | 985,215 | $22.70M | 1.9% | +13.8% | 0.786% | |
5/2/2025 | PAX Financial Group LLC | 10,673 | $246K | 0.0% | +14.8% | 0.009% | |
5/2/2025 | Sigma Planning Corp | 10,457 | $241K | 0.0% | N/A | 0.008% | |
5/1/2025 | Harmony Asset Management LLC | 10,300 | $237K | 0.1% | +10.8% | 0.008% | |
5/1/2025 | SteelPeak Wealth LLC | 115,568 | $2.66M | 0.1% | -1.7% | 0.092% | |
4/30/2025 | Bernardo Wealth Planning LLC | 35,341 | $814K | 0.2% | -2.2% | 0.028% | |
4/30/2025 | Allworth Financial LP | 454,642 | $10.23M | 0.1% | -10.5% | 0.363% | |
4/30/2025 | Axxcess Wealth Management LLC | 13,747 | $317K | 0.0% | N/A | 0.011% | |
4/30/2025 | Stratos Wealth Partners LTD. | 693,342 | $15.98M | 0.2% | +22.8% | 0.553% | |
4/29/2025 | TD Private Client Wealth LLC | 79,802 | $1.84M | 0.1% | +1.1% | 0.064% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,618,171 | $37.28M | 0.0% | -36.5% | 1.290% | |
4/29/2025 | Concurrent Investment Advisors LLC | 48,711 | $1.12M | 0.0% | +9.4% | 0.039% | |
4/29/2025 | Bank of New York Mellon Corp | 1,651,422 | $38.05M | 0.0% | +7.4% | 1.317% | |
4/29/2025 | Elite Financial Inc. | 5,400 | $124K | 0.1% | N/A | 0.004% | |
4/29/2025 | Capital Investment Advisory Services LLC | 3,332 | $77K | 0.0% | +88.1% | 0.003% | |
4/29/2025 | Silver Oak Securities Incorporated | 13,835 | $318K | 0.0% | +10.3% | 0.011% | |
4/28/2025 | Revisor Wealth Management LLC | 30,292 | $698K | 0.3% | N/A | 0.024% | |
4/28/2025 | Private Trust Co. NA | 2,232 | $51K | 0.0% | +66.7% | 0.002% | |
4/28/2025 | Keybank National Association OH | 105,162 | $2.42M | 0.0% | -0.8% | 0.084% | |
4/25/2025 | Rochester Wealth Strategies LLC | 85,466 | $1.97M | 1.6% | N/A | 0.068% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 23,085 | $532K | 0.0% | +53.0% | 0.018% | |
4/25/2025 | Goodman Advisory Group LLC | 211,481 | $4.87M | 2.2% | -72.3% | 0.169% | |
4/25/2025 | Colonial River Investments LLC | 20,230 | $466K | 0.3% | N/A | 0.016% | |
4/24/2025 | Hicks Capital Management LLC | 15,337 | $353K | 0.5% | N/A | 0.012% | |
4/23/2025 | Tyche Wealth Partners LLC | 30,001 | $691K | 0.1% | -3.2% | 0.024% | |
4/23/2025 | Golden State Wealth Management LLC | 1,605 | $37K | 0.0% | -27.2% | 0.001% | |
4/23/2025 | Spire Wealth Management | 72,904 | $1.68M | 0.1% | +3.2% | 0.058% | |
4/23/2025 | Econ Financial Services Corp | 87,415 | $2.01M | 1.1% | +59.8% | 0.070% | |
4/23/2025 | IMG Wealth Management Inc. | 2,570 | $59K | 0.1% | N/A | 0.002% | |
4/23/2025 | AssuredPartners Investment Advisors LLC | 100,356 | $2.31M | 0.4% | +3.1% | 0.080% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 15,119 | $348K | 0.0% | +36.2% | 0.012% | |
4/22/2025 | Crews Bank & Trust | 27,360 | $630K | 0.1% | +37.6% | 0.022% | |
4/22/2025 | Bernardo Wealth Planning LLC | 35,341 | $814K | 0.2% | -2.2% | 0.028% | |
4/21/2025 | Proathlete Wealth Management LLC | 2,387 | $55K | 0.0% | N/A | 0.002% | |
4/21/2025 | Advisory Resource Group | 20,882 | $481K | 0.1% | +18.8% | 0.017% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 9,121 | $210K | 0.0% | -54.3% | 0.007% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 29,199 | $673K | 0.0% | +17.6% | 0.023% | |
Trump’s worst nightmare (Ad) The President’s tour of the Middle East… the deal for Ukraine’s mineral rights… Elon’s strange time in Washington… even Trump’s obsession with seizing Greenland.
There’s a singular force that connects the dots…
And it could threaten to transform American life – and your wealth – forever.  You can get all the details here. |
4/17/2025 | Sowell Financial Services LLC | 24,031 | $554K | 0.0% | +5.3% | 0.019% | |
4/17/2025 | 1900 Wealth Management LLC | 292,239 | $6.73M | 0.6% | -53.0% | 0.233% | |
4/17/2025 | Traphagen Investment Advisors LLC | 228,677 | $5.27M | 0.5% | +2.6% | 0.182% | |
4/17/2025 | Stewardship Advisors LLC | 322,455 | $7.43M | 2.0% | +10.1% | 0.257% | |
4/17/2025 | Dohj LLC | 15,746 | $363K | 0.1% | N/A | 0.013% | |
4/17/2025 | Cliftonlarsonallen Wealth Advisors LLC | 3,700,049 | $85.25M | 1.6% | +36.9% | 2.951% | |
4/16/2025 | Opal Wealth Advisors LLC | 4,145 | $96K | 0.0% | N/A | 0.003% | |
4/16/2025 | Pathway Financial Advisors LLC | 8,909 | $205K | 0.0% | N/A | 0.007% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 162,310 | $3.74M | 0.0% | +2.9% | 0.129% | |
4/15/2025 | First United Bank & Trust | 23,146 | $533K | 0.2% | +6.2% | 0.018% | |