5/20/2025 | Belpointe Asset Management LLC | 8,706 | $716K | 0.0% | +11.5% | 0.409% | |
5/16/2025 | Northeast Financial Consultants Inc | 9,538 | $784K | 0.0% | -5.6% | 0.448% | |
5/16/2025 | Goldman Sachs Group Inc. | 22,174 | $1.82M | 0.0% | -77.3% | 1.041% | |
5/16/2025 | Jones Financial Companies Lllp | 26,930 | $2.21M | 0.0% | +1,566.5% | 1.264% | |
5/15/2025 | Royal Bank of Canada | 3,991 | $328K | 0.0% | -75.0% | 0.187% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 4,234 | $348K | 0.0% | -24.1% | 0.199% | |
5/9/2025 | MGB Wealth Management LLC | 3,353 | $276K | 0.1% | -14.7% | 0.156% | |
5/9/2025 | Atria Wealth Solutions Inc. | 24,971 | $2.05M | 0.0% | -2.2% | 1.161% | |
5/7/2025 | N.E.W. Advisory Services LLC | 1,029 | $85K | 0.0% | N/A | 0.048% | |
5/7/2025 | LPL Financial LLC | 56,557 | $4.65M | 0.0% | -13.7% | 2.631% | |
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5/6/2025 | Cetera Investment Advisers | 9,826 | $808K | 0.0% | -8.8% | 0.457% | |
5/5/2025 | Financial Harvest LLC | 2,728 | $224K | 0.1% | N/A | 0.127% | |
5/2/2025 | Wealthfront Advisers LLC | 2,904 | $239K | 0.0% | -31.6% | 0.135% | |
4/30/2025 | NTV Asset Management LLC | 14,560 | $1.20M | 0.2% | -7.0% | 0.677% | |
4/30/2025 | Bank Hapoalim BM | 3,034 | $249K | 0.0% | -16.0% | 0.141% | |
4/29/2025 | Envestnet Asset Management Inc. | 32,455 | $2.67M | 0.0% | +222.0% | 1.510% | |
4/28/2025 | Clear Creek Financial Management LLC | 14,829 | $1.22M | 0.1% | -8.2% | 0.690% | |
4/21/2025 | Means Investment CO. Inc. | 5,115 | $420K | 0.0% | -56.2% | 0.238% | |
4/17/2025 | Pacific Sun Financial Corp | 13,995 | $1.15M | 0.7% | +3.3% | 0.657% | |
4/14/2025 | Sherman Asset Management Inc. | 2,783 | $229K | 0.2% | +59.9% | 0.131% | |
3/24/2025 | Mascagni Wealth Management Inc. | 500 | $44K | 0.0% | N/A | 0.022% | |
2/18/2025 | Sunbelt Securities Inc. | 1,466 | $129K | 0.0% | +12.3% | 0.048% | |
2/17/2025 | Waverly Advisors LLC | 4,855 | $430K | 0.0% | N/A | 0.159% | |
2/17/2025 | Vivaldi Capital Management LP | 2,757 | $264K | 0.0% | +13.9% | 0.090% | |
2/17/2025 | Cetera Investment Advisers | 10,770 | $953K | 0.0% | -33.3% | 0.353% | |
2/17/2025 | Bank of America Corp DE | 20,836 | $1.84M | 0.0% | -11.5% | 0.683% | |
2/17/2025 | BNP Paribas Financial Markets | 50,000 | $4.43M | 0.0% | N/A | 1.639% | |
2/17/2025 | Ameriprise Financial Inc. | 2,286 | $202K | 0.0% | -10.3% | 0.075% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 2,540 | $225K | 0.0% | -7.2% | 0.083% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 5,575 | $493K | 0.0% | +5.9% | 0.183% | |
2/14/2025 | Susquehanna International Group LLP | 23,452 | $2.08M | 0.0% | +43.5% | 0.769% | |
2/13/2025 | Main Street Financial Solutions LLC | 2,786 | $247K | 0.0% | -7.0% | 0.091% | |
2/13/2025 | Belpointe Asset Management LLC | 7,808 | $702K | 0.0% | +4.9% | 0.256% | |
2/13/2025 | Raymond James Financial Inc. | 15,596 | $1.38M | 0.0% | N/A | 0.511% | |
2/13/2025 | Bank of Montreal Can | 6,296 | $557K | 0.0% | +22.5% | 0.206% | |
2/13/2025 | Envestnet Asset Management Inc. | 10,079 | $892K | 0.0% | -24.9% | 0.330% | |
2/13/2025 | Wells Fargo & Company MN | 13,520 | $1.20M | 0.0% | -45.5% | 0.443% | |
2/12/2025 | JPMorgan Chase & Co. | 101,858 | $9.02M | 0.0% | +0.3% | 3.340% | |
2/11/2025 | Modern Wealth Management LLC | 15,706 | $1.46M | 0.1% | N/A | 0.515% | |
2/11/2025 | LPL Financial LLC | 65,519 | $5.80M | 0.0% | -29.9% | 2.148% | |
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2/10/2025 | Commonwealth Equity Services LLC | 13,651 | $1.21M | 0.0% | -5.3% | 0.448% | |
2/7/2025 | HighTower Advisors LLC | 17,980 | $1.59M | 0.0% | -4.6% | 0.590% | |
2/7/2025 | Wealthfront Advisers LLC | 19,149 | $1.70M | 0.0% | +381.0% | 0.628% | |
2/6/2025 | Raymond James Financial Inc. | 15,596 | $1.38M | 0.0% | N/A | 0.511% | |
2/6/2025 | Jones Financial Companies Lllp | 1,616 | $143K | 0.0% | +34.8% | 0.053% | |
2/5/2025 | Sherman Asset Management Inc. | 1,741 | $154K | 0.1% | N/A | 0.057% | |
2/3/2025 | Pacific Sun Financial Corp | 13,549 | $1.20M | 0.7% | +3.0% | 0.444% | |
2/3/2025 | Meitav Investment House Ltd. | 20,963 | $1.86M | 0.0% | -1.7% | 0.687% | |
1/31/2025 | Atria Wealth Solutions Inc. | 25,529 | $2.26M | 0.0% | -2.6% | 0.837% | |
1/31/2025 | NTV Asset Management LLC | 15,660 | $1.39M | 0.2% | -2.2% | 0.513% | |
1/27/2025 | Bank Hapoalim BM | 3,611 | $320K | 0.1% | -48.2% | 0.118% | |
1/24/2025 | Clear Creek Financial Management LLC | 16,156 | $1.43M | 0.2% | -11.9% | 0.530% | |
1/17/2025 | Janney Montgomery Scott LLC | 2,579 | $228K | 0.0% | N/A | 0.085% | |
12/26/2024 | JPMorgan Chase & Co. | 101,541 | $9.19M | 0.0% | +1.5% | 3.329% | |
11/15/2024 | MML Investors Services LLC | 2,781 | $252K | 0.0% | -4.0% | 0.091% | |
11/15/2024 | Northeast Financial Consultants Inc | 10,105 | $915K | 0.0% | -14.5% | 0.331% | |
11/15/2024 | Jane Street Group LLC | 17,827 | $1.61M | 0.0% | N/A | 0.584% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 5,264 | $476K | 0.0% | -2.4% | 0.173% | |
11/15/2024 | HighTower Advisors LLC | 18,848 | $1.71M | 0.0% | -3.4% | 0.618% | |
11/14/2024 | Flow Traders U.S. LLC | 6,438 | $583K | 0.0% | N/A | 0.211% | |
11/12/2024 | MGB Wealth Management LLC | 3,930 | $356K | 0.1% | -5.4% | 0.129% | |
11/6/2024 | Main Street Financial Solutions LLC | 2,996 | $271K | 0.0% | -30.1% | 0.098% | |
11/5/2024 | First Heartland Consultants Inc. | 6,056 | $548K | 0.1% | +4.8% | 0.199% | |
11/1/2024 | Atria Investments Inc | 6,658 | $603K | 0.0% | +10.5% | 0.218% | |
11/1/2024 | Quantum Private Wealth LLC | 2,500 | $226K | 0.1% | -43.0% | 0.082% | |
10/29/2024 | Clear Creek Financial Management LLC | 18,342 | $1.66M | 0.2% | +2.1% | 0.601% | |
10/28/2024 | Bank Hapoalim BM | 6,967 | $631K | 0.1% | -16.8% | 0.228% | |
10/9/2024 | Pacific Sun Financial Corp | 13,151 | $1.19M | 0.7% | -5.8% | 0.431% | |
8/22/2024 | Cetera Investment Advisers | 20,317 | $1.72M | 0.0% | -19.7% | 0.666% | |
8/21/2024 | Truist Financial Corp | 2,384 | $201K | 0.0% | -14.5% | 0.078% | |
8/16/2024 | Northeast Financial Consultants Inc | 11,815 | $997K | 0.0% | -15.8% | 0.387% | |
8/14/2024 | Bank of Montreal Can | 5,749 | $485K | 0.0% | +49.6% | 0.188% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 2,737 | $231K | 0.0% | -12.7% | 0.090% | |
8/8/2024 | Main Street Financial Solutions LLC | 4,286 | $362K | 0.0% | -9.5% | 0.141% | |
8/2/2024 | Belpointe Asset Management LLC | 7,850 | $663K | 0.0% | -60.2% | 0.257% | |
7/31/2024 | Commonwealth Equity Services LLC | 15,453 | $1.30M | 0.0% | -3.2% | 0.507% | |
7/25/2024 | First Heartland Consultants Inc. | 5,778 | $488K | 0.0% | +52.3% | 0.189% | |
7/25/2024 | Clear Creek Financial Management LLC | 17,959 | $1.52M | 0.2% | +1.8% | 0.589% | |
7/23/2024 | Bank Hapoalim BM | 8,372 | $707K | 0.1% | -18.9% | 0.274% | |
7/22/2024 | Atria Wealth Solutions Inc. | 27,885 | $2.35M | 0.0% | +7.3% | 0.914% | |
7/20/2024 | Means Investment CO. Inc. | 11,615 | $980K | 0.1% | -19.5% | 0.381% | |
7/19/2024 | Pacific Sun Financial Corp | 13,961 | $1.18M | 0.7% | -3.5% | 0.458% | |
7/18/2024 | Royal Fund Management LLC | 26,934 | $2.28M | 0.2% | -19.9% | 0.883% | |
5/24/2024 | Cetera Investment Advisers | 25,287 | $2.22M | 0.0% | N/A | 0.829% | |
5/7/2024 | NTV Asset Management LLC | 21,010 | $1.85M | 0.3% | -1.4% | 0.689% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 2,782 | $245K | 0.0% | -18.4% | 0.091% | |
4/30/2024 | Fortis Group Advisors LLC | 4,643 | $408K | 0.1% | N/A | 0.145% | |
4/30/2024 | Commonwealth Equity Services LLC | 15,960 | $1.40M | 0.0% | -4.8% | 0.499% | |
4/26/2024 | Clear Creek Financial Management LLC | 17,649 | $1.55M | 0.2% | +370.1% | 0.552% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 1,426 | $125K | 0.1% | -43.9% | 0.045% | |
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 |
4/23/2024 | WASHINGTON TRUST Co | 403 | $35K | 0.0% | N/A | 0.013% | |
4/11/2024 | Royal Fund Management LLC | 33,608 | $2.96M | 0.3% | -6.4% | 0.525% | |
3/22/2024 | Livelsberger Financial Advisory | 920 | $78K | 0.1% | N/A | 0.014% | |
2/9/2024 | Advisory Services Network LLC | 16,591 | $1.40M | 0.0% | +11.0% | 0.259% | |
2/9/2024 | AXS Investments LLC | 2,640 | $222K | 0.1% | -10.1% | 0.041% | |
2/9/2024 | UBS Group AG | 71,180 | $6.00M | 0.0% | -11.1% | 1.112% | |
2/8/2024 | Foundations Investment Advisors LLC | 20,733 | $1.77M | 0.0% | +67.7% | 0.324% | |
2/8/2024 | Pacific Sun Financial Corp | 15,368 | $1.30M | 0.8% | -9.9% | 0.240% | |
2/7/2024 | Integrity Financial Corp WA | 388 | $33K | 0.0% | -30.0% | 0.006% | |
2/7/2024 | BNP Paribas Financial Markets | 21,160 | $1.78M | 0.0% | -54.1% | 0.331% | |