2/22/2025 | American Trust | 224,348 | $8.25M | 0.6% | -8.9% | 0.073% | |
2/18/2025 | Sunbelt Securities Inc. | 33,759 | $1.24M | 0.1% | +1.6% | 0.011% | |
2/18/2025 | Continuum Advisory LLC | 8,703 | $320K | 0.0% | +3.6% | 0.003% | |
2/17/2025 | Tolleson Wealth Management Inc. | 171,659 | $6.32M | 1.3% | +1.8% | 0.056% | |
2/17/2025 | Strive Asset Management LLC | 23,960 | $881K | 0.7% | N/A | 0.008% | |
2/17/2025 | Captrust Financial Advisors | 9,576 | $352K | 0.0% | -9.9% | 0.003% | |
2/17/2025 | Cary Street Partners Financial LLC | 7,284 | $268K | 0.0% | N/A | 0.002% | |
2/17/2025 | Baird Financial Group Inc. | 270,978 | $9.97M | 0.0% | +2.8% | 0.088% | |
2/17/2025 | BNP Paribas Financial Markets | 8,168,741 | $300.53M | 0.2% | +57.4% | 2.667% | |
2/17/2025 | Ameriprise Financial Inc. | 126,988 | $4.68M | 0.0% | -26.2% | 0.041% | |
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2/14/2025 | Integrated Wealth Concepts LLC | 9,831 | $362K | 0.0% | +74.0% | 0.003% | |
2/14/2025 | IHT Wealth Management LLC | 13,996 | $515K | 0.0% | N/A | 0.005% | |
2/14/2025 | Landing Point Financial Group LLC | 8,629 | $320K | 0.2% | N/A | 0.003% | |
2/13/2025 | Marshall Wace LLP | 210,000 | $7.73M | 0.0% | N/A | 0.069% | |
2/13/2025 | United Capital Financial Advisors LLC | 86,140 | $3.17M | 0.0% | +217.3% | 0.028% | |
2/13/2025 | Covestor Ltd | 8,639 | $318K | 0.2% | +4.8% | 0.003% | |
2/13/2025 | Blue Edge Capital LLC | 103,069 | $3.79M | 0.6% | -2.1% | 0.034% | |
2/13/2025 | Titleist Asset Management LLC | 41,293 | $1.52M | 0.2% | +69.7% | 0.013% | |
2/12/2025 | Summit Financial LLC | 12,055 | $444K | 0.0% | -23.9% | 0.004% | |
2/12/2025 | CIBC Private Wealth Group LLC | 4,663 | $172K | 0.0% | +578.7% | 0.002% | |
2/12/2025 | L & S Advisors Inc | 10,737 | $395K | 0.0% | -18.9% | 0.004% | |
2/12/2025 | Loomis Sayles & Co. L P | 539,185 | $19.84M | 2.1% | +21.3% | 0.176% | |
2/12/2025 | JPMorgan Chase & Co. | 3,909,820 | $143.84M | 0.0% | -93.9% | 1.276% | |
2/11/2025 | TIAA Trust National Association | 4,464,934 | $164.24M | 0.5% | -4.9% | 1.458% | |
2/11/2025 | OLD Point Trust & Financial Services N A | 1,288 | $47K | 0.0% | N/A | 0.000% | |
2/11/2025 | Grey Fox Wealth Advisors LLC | 152,350 | $5.61M | 1.5% | +5.9% | 0.050% | |
2/10/2025 | Horizon Investments LLC | 155,679 | $5.70M | 0.2% | -6.5% | 0.051% | |
2/10/2025 | Wintrust Investments LLC | 1,840 | $67K | 0.1% | N/A | 0.001% | |
2/10/2025 | Farther Finance Advisors LLC | 1,836 | $68K | 0.0% | -21.7% | 0.001% | |
2/10/2025 | EverSource Wealth Advisors LLC | 17,844 | $656K | 0.0% | +1,021.6% | 0.006% | |
2/7/2025 | DSC Meridian Capital LP | 576,428 | $21.21M | 7.9% | -27.1% | 0.188% | |
2/7/2025 | Rebalance LLC | 1,650,037 | $60.71M | 4.5% | +2.7% | 0.539% | |
2/7/2025 | Dorsey & Whitney Trust CO LLC | 16,000 | $589K | 0.0% | -60.0% | 0.005% | |
2/6/2025 | Ethos Financial Group LLC | 264,068 | $9.72M | 1.3% | +1,353.0% | 0.086% | |
2/6/2025 | One Capital Management LLC | 1,656,964 | $60.96M | 2.0% | +4.7% | 0.541% | |
2/6/2025 | Cullen Frost Bankers Inc. | 3,434 | $126K | 0.0% | +488.0% | 0.001% | |
2/6/2025 | Jones Financial Companies Lllp | 19,425,031 | $714.65M | 0.7% | +7.2% | 6.342% | |
2/5/2025 | Kohmann Bosshard Financial Services LLC | 11,580 | $426K | 0.1% | +69.5% | 0.004% | |
2/5/2025 | Fisher Asset Management LLC | 249,563 | $9.18M | 0.0% | -12.1% | 0.081% | |
2/5/2025 | Private Trust Co. NA | 8,998 | $331K | 0.0% | -3.1% | 0.003% | |
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2/5/2025 | First Command Advisory Services Inc. | 375,460 | $13.81M | 0.1% | +11.6% | 0.123% | |
2/4/2025 | Bank of New York Mellon Corp | 1,738,878 | $63.97M | 0.0% | +7.0% | 0.568% | |
2/4/2025 | Transcendent Capital Group LLC | 790 | $29K | 0.0% | -38.9% | 0.000% | |
2/4/2025 | BankPlus Trust Department | 2,461 | $91K | 0.0% | N/A | 0.001% | |
2/3/2025 | First Horizon Advisors Inc. | 10,302 | $379K | 0.0% | +327.3% | 0.003% | |
2/3/2025 | Boyd Watterson Asset Management LLC OH | 4,486 | $165K | 0.0% | -6.2% | 0.001% | |
1/31/2025 | Davidson Trust Co. | 8,975 | $330K | 0.2% | +12.9% | 0.003% | |
1/31/2025 | Partners Capital Investment Group LLP | 850,775 | $31.30M | 0.9% | -50.4% | 0.278% | |
1/30/2025 | Vicus Capital | 72,623 | $2.67M | 0.2% | +8.3% | 0.024% | |
1/29/2025 | Diversified Portfolios Inc. | 6,321 | $233K | 0.0% | -18.9% | 0.002% | |
1/28/2025 | Wilmington Savings Fund Society FSB | 3,220 | $118K | 0.0% | +64.4% | 0.001% | |
1/24/2025 | GPS Wealth Strategies Group LLC | 2,551 | $94K | 0.0% | +149.6% | 0.001% | |
1/24/2025 | Richardson Financial Services Inc. | 6,478 | $238K | 0.2% | -11.0% | 0.002% | |
1/24/2025 | Q3 Asset Management | 88,219 | $3.25M | 2.0% | -21.4% | 0.029% | |
1/23/2025 | Strategic Advocates LLC | 19,086 | $702K | 0.2% | -12.6% | 0.006% | |
1/23/2025 | Fifth Third Securities Inc. | 192,429 | $7.08M | 0.6% | +20.7% | 0.063% | |
1/23/2025 | RVW Wealth LLC | 22,296 | $820K | 0.1% | -11.4% | 0.007% | |
1/23/2025 | OLD Second National Bank of Aurora | 30,608 | $1.13M | 0.3% | N/A | 0.010% | |
1/23/2025 | Manning & Napier Advisors LLC | 105,184 | $3.87M | 0.0% | -91.1% | 0.034% | |
1/23/2025 | Sumitomo Life Insurance Co. | 724,600 | $26.66M | 0.5% | +1,026.9% | 0.237% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 18,206 | $670K | 0.1% | N/A | 0.006% | |
1/17/2025 | Avior Wealth Management LLC | 21,635 | $796K | 0.0% | +15.9% | 0.007% | |
1/17/2025 | First PREMIER Bank | 14,200 | $522K | 0.1% | -15.5% | 0.005% | |
1/17/2025 | Olistico Wealth LLC | 1,364 | $50K | 0.0% | -19.0% | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 21,886 | $805K | 0.0% | N/A | 0.007% | |
1/17/2025 | Nisa Investment Advisors LLC | 33,300 | $1.23M | 0.0% | -90.2% | 0.011% | |
1/16/2025 | UMB Bank n.a. | 146,895 | $5.40M | 0.1% | +14.9% | 0.048% | |
1/16/2025 | Grove Bank & Trust | 211,675 | $7.79M | 1.1% | +32.4% | 0.069% | |
1/15/2025 | BTS Asset Management Inc. | 239,943 | $8.83M | 8.8% | -5.9% | 0.078% | |
1/15/2025 | Arkadios Wealth Advisors | 22,138 | $814K | 0.0% | +15.8% | 0.007% | |
1/14/2025 | Winch Advisory Services LLC | 27,246 | $1.00M | 0.3% | +9.8% | 0.009% | |
1/13/2025 | First Financial Corp IN | 1,188 | $44K | 0.0% | N/A | 0.000% | |
1/10/2025 | ORG Partners LLC | 2,601 | $96K | 0.0% | +19.4% | 0.001% | |
12/26/2024 | JPMorgan Chase & Co. | 63,967,523 | $2.41B | 0.2% | -304.4% | 20.884% | |
11/29/2024 | American Trust | 246,199 | $9.27M | 0.8% | +35.2% | 0.080% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 1,959 | $74K | 0.0% | N/A | 0.001% | |
11/18/2024 | Sunbelt Securities Inc. | 33,233 | $1.25M | 0.1% | +833.5% | 0.011% | |
11/15/2024 | Continuum Advisory LLC | 8,401 | $312K | 0.0% | +11.4% | 0.003% | |
11/15/2024 | Integrated Wealth Concepts LLC | 5,650 | $213K | 0.0% | -37.3% | 0.002% | |
11/14/2024 | Flow Traders U.S. LLC | 128,034 | $4.82M | 0.2% | +151.7% | 0.042% | |
11/14/2024 | Captrust Financial Advisors | 10,627 | $400K | 0.0% | N/A | 0.003% | |
11/14/2024 | Icon Wealth Advisors LLC | 6,022 | $227K | 0.0% | N/A | 0.002% | |
11/13/2024 | BNP Paribas Financial Markets | 5,188,732 | $195.36M | 0.1% | +107.5% | 1.694% | |
11/13/2024 | Loomis Sayles & Co. L P | 444,473 | $16.73M | 0.0% | +17.8% | 0.145% | |
11/13/2024 | Fisher Asset Management LLC | 283,882 | $10.69M | 0.0% | -22.0% | 0.093% | |
11/12/2024 | L & S Advisors Inc | 13,234 | $498K | 0.1% | +2.6% | 0.004% | |
11/8/2024 | First Horizon Advisors Inc. | 2,411 | $91K | 0.0% | -39.5% | 0.001% | |
11/8/2024 | Avior Wealth Management LLC | 18,672 | $703K | 0.0% | -4.8% | 0.006% | |
11/6/2024 | Euro Pacific Asset Management LLC | 14,875 | $557K | 0.1% | N/A | 0.005% | |
11/6/2024 | Diversified Portfolios Inc. | 7,795 | $293K | 0.0% | +4.5% | 0.003% | |
Trump’s Secret Weapon (Ad) Have you looked at the stock market recently? Millions of investors are scrambling trying to figure out what's coming next.
But here's the truth… This is just the beginning.
Trump has made it clear his tariffs are coming, and that the market will get worse before it gets better.
Luckily, our FREE Presidential Transition Guide details exactly what will happen in the next 100 days, and how to protect your hard-earned savings during these times.
Don't wait for the next crash to wipe you out. Act now. Get Your FREE Presidential Transition Guide Today |
11/5/2024 | Prime Capital Investment Advisors LLC | 980,014 | $36.90M | 0.5% | +4.0% | 0.320% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 5,664 | $213K | 0.0% | N/A | 0.002% | |
11/2/2024 | Transcendent Capital Group LLC | 1,292 | $49K | 0.0% | N/A | 0.000% | |
11/2/2024 | Covestor Ltd | 8,247 | $311K | 0.2% | +10.7% | 0.003% | |
10/30/2024 | United Advisor Group LLC | 6,130 | $231K | 0.1% | N/A | 0.002% | |
10/30/2024 | Moloney Securities Asset Management LLC | 7,061 | $266K | 0.0% | N/A | 0.002% | |
10/25/2024 | Strategic Blueprint LLC | 14,023 | $528K | 0.0% | +100.7% | 0.005% | |
10/25/2024 | Fortitude Family Office LLC | 708 | $27K | 0.0% | N/A | 0.000% | |
10/24/2024 | Nisa Investment Advisors LLC | 340,000 | $12.80M | 0.1% | N/A | 0.111% | |
10/24/2024 | Arkadios Wealth Advisors | 19,110 | $720K | 0.0% | +92.2% | 0.006% | |