7/2/2025 | Norway Savings Bank | 100,937 | $4.09M | 2.1% | -3.1% | 0.015% | |
7/2/2025 | Boston Standard Wealth Management LLC | 1,006,361 | $40.75M | 7.3% | +6.9% | 0.153% | |
7/2/2025 | HBW Advisory Services LLC | 98,072 | $3.97M | 0.5% | +1.5% | 0.015% | |
7/2/2025 | Howard Financial Services LTD. | 22,431 | $908K | 0.1% | -27.2% | 0.003% | |
7/2/2025 | Waller Financial Planning Group Inc. | 906,904 | $36.72M | 8.9% | -1.2% | 0.138% | |
7/1/2025 | Confluence Investment Management LLC | 1,276,782 | $51.70M | 0.7% | N/A | 0.194% | |
7/1/2025 | Stonehearth Capital Management LLC | 7,322 | $296K | 0.1% | N/A | 0.001% | |
6/11/2025 | Fortitude Financial LLC | 227,288 | $8.28M | 7.9% | +9.1% | 0.034% | |
6/10/2025 | Compass Financial Services Inc | 764 | $28K | 0.0% | N/A | 0.000% | |
6/2/2025 | Modern Wealth Management LLC | 97,874 | $3.56M | 0.1% | +171.7% | 0.015% | |
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5/28/2025 | Vista Cima Wealth Management LLC | 101,219 | $3.69M | 2.7% | -17.0% | 0.015% | |
5/28/2025 | Intrua Financial LLC | 33,621 | $1.22M | 0.2% | +58.1% | 0.005% | |
5/22/2025 | Mattson Financial Services LLC | 79,549 | $2.90M | 0.9% | -34.0% | 0.012% | |
5/21/2025 | McAdam LLC | 9,383 | $342K | 0.0% | +19.0% | 0.001% | |
5/21/2025 | Geneos Wealth Management Inc. | 632,745 | $23.04M | 0.8% | +6.3% | 0.095% | |
5/20/2025 | Belpointe Asset Management LLC | 228,146 | $8.31M | 0.4% | +87.9% | 0.034% | |
5/20/2025 | Focus Partners Wealth | 447,569 | $16.30M | 0.0% | +38.3% | 0.067% | |
5/19/2025 | Jane Street Group LLC | 1,172,556 | $42.69M | 0.0% | N/A | 0.175% | |
5/19/2025 | SageView Advisory Group LLC | 28,017 | $1.02M | 0.0% | -12.0% | 0.004% | |
5/19/2025 | Advisory Alpha LLC | 4,211,961 | $153.30M | 5.2% | -4.4% | 0.629% | |
5/19/2025 | SCS Capital Management LLC | 382,221 | $13.92M | 0.2% | N/A | 0.057% | |
5/16/2025 | American Trust | 5,549 | $202K | 0.0% | -39.4% | 0.001% | |
5/16/2025 | McIlrath & Eck LLC | 5,389 | $196K | 0.0% | N/A | 0.001% | |
5/16/2025 | Empowered Funds LLC | 185,279 | $6.75M | 0.1% | +5.5% | 0.028% | |
5/16/2025 | Ascent Group LLC | 84,269 | $3.07M | 0.1% | +32.6% | 0.013% | |
5/16/2025 | Coppell Advisory Solutions LLC | 6,569 | $249K | 0.0% | -44.0% | 0.001% | |
5/16/2025 | Arete Wealth Advisors LLC | 166,893 | $6.08M | 0.4% | +11.5% | 0.025% | |
5/16/2025 | Great Lakes Advisors LLC | 272,220 | $9.91M | 0.1% | -49.7% | 0.041% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 1,022,301 | $37.22M | 1.0% | +25.2% | 0.153% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 50,440 | $1.84M | 0.1% | +2.3% | 0.008% | |
5/16/2025 | Goldman Sachs Group Inc. | 450,862 | $16.42M | 0.0% | +85.4% | 0.069% | |
5/16/2025 | Knightsbridge Asset Management LLC | 576,824 | $21.00M | 5.2% | -0.2% | 0.086% | |
5/16/2025 | Jones Financial Companies Lllp | 22,811 | $831K | 0.0% | -59.3% | 0.003% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 5,182 | $189K | 0.1% | +4,698.1% | 0.001% | |
5/16/2025 | Obsidian Personal Planning Solutions LLC | 262,220 | $9.93M | 4.4% | +7.4% | 0.039% | |
5/16/2025 | Financial Strategies Group Inc. | 8,327 | $300K | 0.1% | -14.6% | 0.001% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 14,392 | $524K | 0.4% | N/A | 0.002% | |
5/16/2025 | Redwood Financial Network Corp | 14,437 | $526K | 0.4% | -9.4% | 0.002% | |
5/16/2025 | Pinnacle Family Advisors LLC | 57,881 | $2.11M | 1.1% | +385.6% | 0.009% | |
5/16/2025 | NewEdge Advisors LLC | 674,357 | $24.55M | 0.1% | +19.9% | 0.101% | |
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5/16/2025 | Integrated Wealth Concepts LLC | 876,638 | $31.92M | 0.4% | -10.1% | 0.131% | |
5/16/2025 | Clark Capital Management Group Inc. | 5,592 | $204K | 0.0% | -18.9% | 0.001% | |
5/16/2025 | AQR Capital Management LLC | 39,917 | $1.45M | 0.0% | +13.1% | 0.006% | |
5/15/2025 | EP Wealth Advisors LLC | 43,384 | $1.58M | 0.0% | -9.5% | 0.006% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 249,359 | $9.08M | 0.1% | +10.8% | 0.037% | |
5/15/2025 | One Wealth Capital Management LLC | 7,829 | $285K | 0.2% | -77.4% | 0.001% | |
5/15/2025 | Flputnam Investment Management Co. | 25,881 | $942K | 0.0% | -70.8% | 0.004% | |
5/15/2025 | Royal Bank of Canada | 449,604 | $16.37M | 0.0% | +7.6% | 0.067% | |
5/15/2025 | Betterment LLC | 6,191,508 | $225.43M | 0.5% | -0.2% | 0.925% | |
5/15/2025 | Weitzel Financial Services Inc. | 64,551 | $2.31M | 1.1% | +3.5% | 0.010% | |
5/15/2025 | MAI Capital Management | 850,485 | $30.97M | 0.2% | -5.0% | 0.127% | |
5/15/2025 | Calton & Associates Inc. | 16,314 | $594K | 0.1% | +3.7% | 0.002% | |
5/15/2025 | Second Line Capital LLC | 566,088 | $20.61M | 5.3% | +3.9% | 0.085% | |
5/15/2025 | JDM Financial Group LLC | 405,031 | $14.75M | 7.5% | +5.7% | 0.061% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 7,146 | $260K | 0.2% | -95.0% | 0.001% | |
5/15/2025 | WPG Advisers LLC | 1,052 | $38K | 0.0% | N/A | 0.000% | |
5/15/2025 | Tortoise Investment Management LLC | 233,728 | $8.51M | 0.9% | +5.8% | 0.035% | |
5/14/2025 | Triad Wealth Partners LLC | 24,461 | $891K | 0.3% | -2.6% | 0.004% | |
5/14/2025 | CreativeOne Wealth LLC | 165,902 | $6.04M | 0.2% | +59.7% | 0.025% | |
5/14/2025 | Redwood Investment Management LLC | 12,116 | $441K | 0.0% | -27.3% | 0.002% | |
5/14/2025 | Jane Street Group LLC | 1,172,556 | $42.69M | 0.0% | N/A | 0.175% | |
5/14/2025 | FWG Investments LLC. | 37,350 | $1.36M | 1.6% | -21.8% | 0.006% | |
5/14/2025 | Comerica Bank | 250,129 | $9.11M | 0.0% | +1.4% | 0.037% | |
5/14/2025 | Freedom Investment Management Inc. | 30,927 | $1.13M | 0.1% | +18.4% | 0.005% | |
5/14/2025 | Synovus Financial Corp | 10,752 | $391K | 0.0% | N/A | 0.002% | |
5/14/2025 | Cedar Point Capital Partners LLC | 16,629 | $605K | 0.4% | +2.3% | 0.002% | |
5/14/2025 | Smartleaf Asset Management LLC | 98,845 | $3.63M | 0.4% | -6.4% | 0.015% | |
5/14/2025 | Caitlin John LLC | 27,154 | $989K | 1.0% | +442.1% | 0.004% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,842,573 | $103.50M | 0.1% | +32.9% | 0.425% | |
5/14/2025 | JRM Investment Counsel LLC | 89,723 | $3.27M | 1.1% | -17.5% | 0.013% | |
5/14/2025 | Leslie Global Wealth LLC | 247,051 | $9.00M | 4.4% | -2.6% | 0.037% | |
5/14/2025 | Strategies Wealth Advisors LLC | 3,307,179 | $120.41M | 14.7% | +4.6% | 0.494% | |
5/14/2025 | Kestra Advisory Services LLC | 274,412 | $9.99M | 0.0% | -2.9% | 0.041% | |
5/14/2025 | Strategic Financial Planning Inc. | 376,383 | $13.70M | 9.4% | -0.1% | 0.056% | |
5/14/2025 | Compound Planning Inc. | 44,166 | $1.61M | 0.1% | +8.2% | 0.007% | |
5/14/2025 | Barnes Wealth Management Group Inc | 37,188 | $1.35M | 0.9% | -4.8% | 0.006% | |
5/14/2025 | Hobbs Group Advisors LLC | 298,276 | $10.86M | 4.1% | -8.1% | 0.045% | |
5/14/2025 | Ameriprise Financial Inc. | 3,488,793 | $127.03M | 0.0% | +0.4% | 0.521% | |
5/14/2025 | CW Advisors LLC | 180,132 | $6.56M | 0.1% | -4.7% | 0.027% | |
5/14/2025 | Summit Financial LLC | 101,870 | $3.71M | 0.1% | -0.9% | 0.015% | |
5/14/2025 | United Asset Strategies Inc. | 12,098 | $441K | 0.0% | -18.0% | 0.002% | |
5/14/2025 | TFB Advisors LLC | 27,684 | $1.01M | 0.3% | -1.0% | 0.004% | |
5/14/2025 | GM Advisory Group LLC | 382,319 | $13.92M | 0.8% | -0.6% | 0.057% | |
5/14/2025 | Breed s Hill Capital LLC | 128,294 | $4.67M | 2.5% | +5.5% | 0.019% | |
5/14/2025 | Capital Analysts LLC | 84,629 | $3.08M | 0.1% | +16.0% | 0.013% | |
5/14/2025 | Level Four Advisory Services LLC | 53,292 | $1.94M | 0.1% | -30.5% | 0.008% | |
5/14/2025 | Vertex Planning Partners LLC | 112,691 | $4.10M | 0.9% | +5.2% | 0.017% | |
5/14/2025 | Venture Visionary Partners LLC | 89,085 | $3.24M | 0.1% | -4.5% | 0.013% | |
5/14/2025 | JT Stratford LLC | 475,859 | $17.33M | 3.1% | -29.2% | 0.071% | |
5/14/2025 | RWA Wealth Partners LLC | 154,004 | $5.61M | 0.1% | -12.7% | 0.023% | |
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 |
5/13/2025 | Aptus Capital Advisors LLC | 679,267 | $24.73M | 0.3% | +11.8% | 0.101% | |
5/13/2025 | Cascade Financial Partners LLC | 280,887 | $10.23M | 1.3% | +1.9% | 0.042% | |
5/13/2025 | Intrepid Financial Planning Group LLC | 11,450 | $417K | 0.2% | -4.4% | 0.002% | |
5/13/2025 | Raymond James Financial Inc. | 2,807,023 | $102.20M | 0.0% | -1.0% | 0.419% | |
5/13/2025 | Cresset Asset Management LLC | 154,504 | $5.63M | 0.0% | -0.5% | 0.023% | |
5/13/2025 | Schneider Downs Wealth Management Advisors LP | 1,576,264 | $57.39M | 10.4% | +7.4% | 0.236% | |
5/13/2025 | Alliance Wealth Advisors LLC UT | 54,820 | $2.00M | 0.5% | +4.1% | 0.008% | |
5/13/2025 | Forvis Mazars Wealth Advisors LLC | 23,932 | $871K | 0.0% | -26.4% | 0.004% | |
5/13/2025 | Global Endowment Management LP | 87,808 | $3.20M | 0.4% | +95.0% | 0.013% | |
5/13/2025 | American Investment Services Inc. | 87,501 | $3.19M | 0.6% | -8.2% | 0.013% | |