| 8/15/2025 | Bank of America Corp DE | 265,422 | $18.40M | 0.0% | +47.5% | 1.431% | |
| 8/14/2025 | Gould Capital LLC | 355 | $25K | 0.0% | N/A | 0.002% | |
| 8/14/2025 | Betterment LLC | 309,606 | $21.47M | 0.0% | +1,434.5% | 1.669% | |
| 8/14/2025 | DecisionPoint Financial LLC | 915 | $63K | 0.0% | -34.3% | 0.005% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 187,914 | $13.03M | 0.1% | -1.9% | 1.013% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 501 | $35K | 0.0% | +3,240.0% | 0.003% | |
| 8/12/2025 | Seeds Investor LLC | 44,572 | $3.09M | 0.7% | +37.9% | 0.240% | |
| 8/8/2025 | Cetera Investment Advisers | 10,909 | $756K | 0.0% | -3.9% | 0.059% | |
| 8/8/2025 | Capstone Financial Advisors Inc. | 4,403 | $305K | 0.0% | +27.6% | 0.024% | |
| 8/7/2025 | Alpha Financial Advisors LLC | 5,588 | $387K | 0.1% | +3.1% | 0.030% | |
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| 8/6/2025 | Ethos Financial Group LLC | 3,064 | $212K | 0.0% | N/A | 0.017% | |
| 8/4/2025 | Arcadia Wealth Management Inc. | 5,925 | $411K | 0.3% | -2.8% | 0.032% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 280,336 | $19.44M | 0.0% | -2.7% | 1.511% | |
| 7/31/2025 | Opes Wealth Management LLC | 6,990 | $485K | 0.1% | +12.9% | 0.038% | |
| 7/29/2025 | Two West Capital Advisors LLC | 222,097 | $15.31M | 10.0% | +18.5% | 1.197% | |
| 7/28/2025 | Rik Saylor Financial Inc. | 14,510 | $1.01M | 0.8% | -2.9% | 0.078% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 5,249 | $364K | 0.0% | +3.1% | 0.028% | |
| 7/25/2025 | Keener Financial Planning LLC | 2,968 | $205K | 0.1% | +5.2% | 0.016% | |
| 7/25/2025 | Evolution Advisers Inc. | 1,016 | $70K | 0.0% | -81.7% | 0.005% | |
| 7/23/2025 | Valmark Advisers Inc. | 7,469 | $518K | 0.0% | -15.1% | 0.040% | |
| 7/18/2025 | Viewpoint Investment Partners Corp | 10,648 | $738K | 0.4% | +10.9% | 0.057% | |
| 7/17/2025 | Applied Capital LLC | 169,737 | $11.77M | 5.2% | +5.3% | 0.915% | |
| 7/17/2025 | Symmetry Partners LLC | 6,658 | $462K | 0.1% | -62.3% | 0.036% | |
| 7/16/2025 | Jentner Corp | 12,715 | $882K | 0.2% | +5.5% | 0.069% | |
| 7/16/2025 | Destiny Wealth Partners LLC | 18,600 | $1.29M | 0.2% | +6.8% | 0.100% | |
| 7/16/2025 | Maridea Wealth Management LLC | 6,294 | $436K | 0.1% | +21.5% | 0.034% | |
| 7/16/2025 | Moneywise Inc. | 8,642 | $599K | 0.3% | -36.4% | 0.047% | |
| 7/15/2025 | Alhambra Investment Management LLC | 47,338 | $3.28M | 1.6% | +8.1% | 0.255% | |
| 7/15/2025 | Kure Advisory LLC | 6,068 | $421K | 0.3% | -63.4% | 0.033% | |
| 7/14/2025 | AdvisorNet Financial Inc | 687 | $48K | 0.0% | +1,008.1% | 0.004% | |
| 7/11/2025 | Farther Finance Advisors LLC | 14,227 | $986K | 0.0% | +17.8% | 0.077% | |
| 7/10/2025 | Charter Oak Capital Management LLC | 4,650 | $322K | 0.0% | -4.9% | 0.025% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 16,734 | $1.15M | 0.0% | -3.3% | 0.090% | |
| 7/10/2025 | Professional Financial Advisors LLC | 70,528 | $4.89M | 1.1% | +4.3% | 0.380% | |
| 7/9/2025 | Aurelius Family Office LLC | 323,039 | $22.40M | 10.6% | +1.1% | 1.741% | |
| 7/7/2025 | Kings Path Partners LLC | 8,092 | $561K | 0.2% | -34.7% | 0.044% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 3,945 | $271K | 0.0% | -47.0% | 0.025% | |
| 5/20/2025 | Belpointe Asset Management LLC | 3,938 | $271K | 0.0% | -19.7% | 0.025% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 3,938 | $271K | 0.1% | -19.7% | 0.025% | |
| 5/19/2025 | Jane Street Group LLC | 32,133 | $2.21M | 0.0% | N/A | 0.201% | |
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| 5/16/2025 | Jentner Corp | 12,052 | $829K | 0.2% | -10.0% | 0.075% | |
| 5/15/2025 | Royal Bank of Canada | 78,876 | $5.43M | 0.0% | +2.5% | 0.493% | |
| 5/15/2025 | Betterment LLC | 20,176 | $1.39M | 0.0% | -38.7% | 0.126% | |
| 5/14/2025 | VanderPol Investments L.L.C. | 17,613 | $1.21M | 2.6% | -5.9% | 0.110% | |
| 5/13/2025 | 17 Capital Partners LLC | 11,382 | $783K | 0.5% | +19.0% | 0.071% | |
| 5/13/2025 | American Investment Services Inc. | 6,530 | $449K | 0.1% | -21.6% | 0.041% | |
| 5/12/2025 | Aveo Capital Partners LLC | 2,981 | $205K | 0.0% | N/A | 0.019% | |
| 5/12/2025 | Arcadia Wealth Management Inc. | 6,095 | $419K | 0.3% | -21.8% | 0.038% | |
| 5/9/2025 | Evolution Advisers Inc. | 5,543 | $381K | 0.2% | +452.6% | 0.035% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 3,015 | $208K | 0.0% | N/A | 0.019% | |
| 5/9/2025 | Geometric Wealth Advisors | 8,822 | $607K | 0.1% | N/A | 0.055% | |
| 5/9/2025 | Wealthspire Advisors LLC | 4,745 | $327K | 0.0% | -7.8% | 0.030% | |
| 5/9/2025 | Keener Financial Planning LLC | 2,821 | $194K | 0.1% | -5.5% | 0.018% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 21,548 | $1.48M | 0.0% | +23.8% | 0.135% | |
| 5/7/2025 | Maridea Wealth Management LLC | 5,179 | $356K | 0.1% | +55.1% | 0.032% | |
| 5/7/2025 | LPL Financial LLC | 42,184 | $2.90M | 0.0% | +1.0% | 0.264% | |
| 5/6/2025 | Cetera Investment Advisers | 11,354 | $781K | 0.0% | +11.3% | 0.071% | |
| 5/6/2025 | Opes Wealth Management LLC | 6,190 | $426K | 0.1% | -4.5% | 0.039% | |
| 5/2/2025 | Napatree Capital LLC | 15,130 | $1.04M | 0.6% | +10.5% | 0.095% | |
| 5/1/2025 | Bleakley Financial Group LLC | 22,971 | $1.58M | 0.1% | -3.2% | 0.144% | |
| 5/1/2025 | Acorn Wealth Advisors LLC | 4,035 | $278K | 0.1% | -6.3% | 0.025% | |
| 4/30/2025 | Aurelius Family Office LLC | 319,543 | $21.99M | 11.2% | +0.7% | 1.998% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 288,067 | $19.82M | 0.0% | -8.5% | 1.802% | |
| 4/28/2025 | Sensible Financial Planning & Management LLC. | 31,529 | $2.17M | 0.4% | +22.1% | 0.197% | |
| 4/23/2025 | Alpha Financial Advisors LLC | 5,422 | $373K | 0.2% | +4.9% | 0.034% | |
| 4/23/2025 | Moneywise Inc. | 13,586 | $935K | 0.5% | -22.6% | 0.085% | |
| 4/23/2025 | Professional Financial Advisors LLC | 67,644 | $4.66M | 1.2% | +9.8% | 0.423% | |
| 4/23/2025 | Valmark Advisers Inc. | 8,797 | $605K | 0.0% | +42.7% | 0.055% | |
| 4/22/2025 | Applied Capital LLC | 161,233 | $11.09M | 5.4% | +125.9% | 1.008% | |
| 4/21/2025 | Five Pine Wealth Management | 51,719 | $3.56M | 2.9% | +26.4% | 0.323% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 5,091 | $350K | 0.0% | -29.0% | 0.032% | |
| 4/17/2025 | Inscription Capital LLC | 8,397 | $576K | 0.1% | N/A | 0.053% | |
| 4/16/2025 | Viewpoint Investment Partners Corp | 9,600 | $661K | 0.4% | N/A | 0.060% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 17,297 | $1.19M | 0.0% | -86.3% | 0.108% | |
| 4/15/2025 | Two West Capital Advisors LLC | 187,460 | $12.78M | 10.6% | +6.4% | 1.172% | |
| 4/15/2025 | Alhambra Investment Management LLC | 43,784 | $3.01M | 1.6% | +5.2% | 0.274% | |
| 4/14/2025 | Destiny Wealth Partners LLC | 17,420 | $1.20M | 0.2% | +32.0% | 0.109% | |
| 4/14/2025 | Charter Oak Capital Management LLC | 4,891 | $337K | 0.0% | -18.0% | 0.031% | |
| 4/14/2025 | Wedmont Private Capital | 3,658 | $249K | 0.0% | N/A | 0.023% | |
| 4/10/2025 | Apella Capital LLC | 18,543 | $1.27M | 0.0% | -5.6% | 0.116% | |
| 4/10/2025 | Kure Advisory LLC | 16,557 | $1.14M | 0.9% | N/A | 0.104% | |
| 4/4/2025 | Kings Path Partners LLC | 12,394 | $853K | 0.4% | -18.3% | 0.079% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 126,095 | $8.60M | 0.0% | +2.1% | 0.768% | |
| 3/6/2025 | Arcadia Wealth Management Inc. | 7,797 | $532K | 0.5% | N/A | 0.047% | |
| 2/17/2025 | Visionary Wealth Advisors | 29,913 | $2.04M | 0.1% | +0.8% | 0.182% | |
| 2/17/2025 | Bank of America Corp DE | 167,786 | $11.44M | 0.0% | -15.5% | 1.022% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 136,854 | $9.33M | 0.0% | +137.1% | 0.833% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 194,503 | $13.26M | 0.1% | +0.9% | 1.185% | |
| 2/14/2025 | Betterment LLC | 32,923 | $2.25M | 0.0% | -45.6% | 0.201% | |
| 2/14/2025 | Capital Group Private Client Services Inc. | 40,775 | $2.78M | 0.0% | N/A | 0.248% | |
Trump’s national nightmare is here (Ad) Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II.
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| 2/13/2025 | Verisail Partners LLC | 3,718 | $254K | 0.1% | N/A | 0.023% | |
| 2/13/2025 | Mariner LLC | 81,113 | $5.53M | 0.0% | -1.4% | 0.494% | |
| 2/13/2025 | Seeds Investor LLC | 8,591 | $586K | 0.2% | -3.6% | 0.052% | |
| 2/13/2025 | Raymond James Financial Inc. | 6,199 | $423K | 0.0% | N/A | 0.038% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 314,766 | $21.46M | 0.0% | -8.1% | 1.917% | |
| 2/13/2025 | Wells Fargo & Company MN | 69,923 | $4.77M | 0.0% | +52.6% | 0.426% | |
| 2/12/2025 | OLD Mission Capital LLC | 34,562 | $2.36M | 0.0% | N/A | 0.210% | |
| 2/12/2025 | Alliancebernstein L.P. | 1,253,716 | $85.49M | 0.0% | N/A | 7.635% | |
| 2/12/2025 | Maridea Wealth Management LLC | 3,339 | $228K | 0.1% | N/A | 0.020% | |
| 2/12/2025 | JPMorgan Chase & Co. | 6,780 | $462K | 0.0% | N/A | 0.041% | |
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