| 4/18/2025 | CENTRAL TRUST Co | 1,240 | $495K | 0.0% | +12.5% | 0.001% | |
| 4/18/2025 | Insigneo Advisory Services LLC | 1,653 | $660K | 0.1% | +47.1% | 0.001% | |
| 4/18/2025 | Cultivar Capital Inc. | 509 | $203K | 0.2% | N/A | 0.000% | |
| 4/17/2025 | NBT Bank N A NY | 3,644 | $1.45M | 0.1% | -2.4% | 0.002% | |
| 4/17/2025 | Chicago Capital LLC | 2,058 | $821K | 0.0% | +6.9% | 0.001% | |
| 4/17/2025 | Grove Bank & Trust | 5,412 | $2.16M | 0.3% | +3,140.7% | 0.003% | |
| 4/17/2025 | QRG Capital Management Inc. | 4,073 | $1.63M | 0.0% | -45.9% | 0.002% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 1,705 | $680K | 0.0% | +16.5% | 0.001% | |
| 4/17/2025 | Sowell Financial Services LLC | 652 | $260K | 0.0% | N/A | 0.000% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 11,230 | $4.48M | 0.0% | +3.7% | 0.005% | |
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| 4/17/2025 | Mission Wealth Management LP | 3,992 | $1.59M | 0.0% | -7.0% | 0.002% | |
| 4/17/2025 | Trust Point Inc. | 629 | $251K | 0.0% | -33.6% | 0.000% | |
| 4/17/2025 | Bank Pictet & Cie Europe AG | 47,376 | $18.91M | 0.5% | -16.1% | 0.022% | |
| 4/17/2025 | Good Life Advisors LLC | 2,083 | $831K | 0.1% | -40.5% | 0.001% | |
| 4/17/2025 | Mn Services Vermogensbeheer B.V. | 74,000 | $29.53M | 0.2% | -6.0% | 0.034% | |
| 4/17/2025 | North Star Investment Management Corp. | 1,335 | $533K | 0.0% | -2.2% | 0.001% | |
| 4/17/2025 | Brighton Jones LLC | 7,308 | $2.92M | 0.1% | +0.4% | 0.003% | |
| 4/17/2025 | Exchange Traded Concepts LLC | 277 | $111K | 0.0% | +121.6% | 0.000% | |
| 4/17/2025 | Factory Mutual Insurance Co. | 41,000 | $16.36M | 0.2% | +20.6% | 0.019% | |
| 4/17/2025 | Ritholtz Wealth Management | 2,188 | $873K | 0.0% | +23.8% | 0.001% | |
| 4/16/2025 | Dover Advisors LLC | 625 | $249K | 0.1% | -7.4% | 0.000% | |
| 4/16/2025 | Opal Wealth Advisors LLC | 477 | $190K | 0.1% | N/A | 0.000% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 45,308 | $18.08M | 0.0% | +61.3% | 0.021% | |
| 4/16/2025 | Elevation Point Wealth Partners LLC | 9,252 | $3.69M | 0.3% | -2.1% | 0.004% | |
| 4/16/2025 | Stanley Laman Group Ltd. | 11,818 | $4.72M | 0.7% | -4.2% | 0.005% | |
| 4/16/2025 | Everhart Financial Group Inc. | 898 | $358K | 0.0% | +21.2% | 0.000% | |
| 4/16/2025 | Bar Harbor Wealth Management | 767 | $306K | 0.0% | -27.2% | 0.000% | |
| 4/16/2025 | Relyea Zuckerberg Hanson LLC | 1,427 | $570K | 0.1% | +1.9% | 0.001% | |
| 4/16/2025 | NorthCrest Asset Manangement LLC | 4,899 | $1.96M | 0.1% | +5.9% | 0.002% | |
| 4/16/2025 | Thomasville National Bank | 1,752 | $699K | 0.1% | +43.4% | 0.001% | |
| 4/16/2025 | Rockland Trust Co. | 502 | $200K | 0.0% | N/A | 0.000% | |
| 4/15/2025 | Net Worth Advisory Group | 727 | $290K | 0.1% | -4.2% | 0.000% | |
| 4/15/2025 | Sapient Capital LLC | 1,188 | $474K | 0.0% | -3.4% | 0.001% | |
| 4/15/2025 | Fifth Third Bancorp | 24,818 | $9.91M | 0.0% | +0.8% | 0.011% | |
| 4/15/2025 | Simon Quick Advisors LLC | 1,425 | $569K | 0.0% | +38.9% | 0.001% | |
| 4/15/2025 | Focus Financial Network Inc. | 546 | $218K | 0.0% | N/A | 0.000% | |
| 4/15/2025 | CX Institutional | 9,545 | $3.81M | 0.1% | -4.5% | 0.004% | |
| 4/15/2025 | Assenagon Asset Management S.A. | 493,694 | $197.03M | 0.3% | +205.1% | 0.229% | |
| 4/15/2025 | MV Capital Management Inc. | 8,141 | $3.25M | 0.3% | -1.2% | 0.004% | |
| 4/15/2025 | Integrated Advisors Network LLC | 904 | $361K | 0.0% | +33.3% | 0.000% | |
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| 4/15/2025 | Handelsbanken Fonder AB | 59,474 | $23.74M | 0.1% | +0.2% | 0.028% | |
| 4/15/2025 | Avanza Fonder AB | 15,282 | $6.05M | 0.2% | N/A | 0.007% | |
| 4/15/2025 | Accurate Wealth Management LLC | 12,169 | $4.58M | 0.9% | -0.4% | 0.006% | |
| 4/15/2025 | Simplicity Wealth LLC | 1,964 | $784K | 0.1% | +203.1% | 0.001% | |
| 4/15/2025 | West Paces Advisors Inc. | 959 | $383K | 0.1% | -49.1% | 0.000% | |
| 4/15/2025 | GAMMA Investing LLC | 1,909 | $762K | 0.1% | +41.7% | 0.001% | |
| 4/15/2025 | Trust Co. of Oklahoma | 912 | $364K | 0.1% | -12.1% | 0.000% | |
| 4/14/2025 | Yousif Capital Management LLC | 29,193 | $11.65M | 0.1% | +5.7% | 0.014% | |
| 4/14/2025 | Pallas Capital Advisors LLC | 1,454 | $580K | 0.0% | N/A | 0.001% | |
| 4/14/2025 | Farther Finance Advisors LLC | 1,265 | $505K | 0.0% | +26.0% | 0.001% | |
| 4/14/2025 | CHICAGO TRUST Co NA | 1,804 | $720K | 0.1% | -12.4% | 0.001% | |
| 4/14/2025 | Portside Wealth Group LLC | 11,055 | $4.41M | 0.7% | +530.6% | 0.005% | |
| 4/14/2025 | Wesbanco Bank Inc. | 11,940 | $4.77M | 0.2% | +0.3% | 0.006% | |
| 4/14/2025 | Capital Investment Advisors LLC | 1,917 | $765K | 0.0% | +5.0% | 0.001% | |
| 4/14/2025 | Wedge Capital Management L L P NC | 24,034 | $9.59M | 0.2% | -0.8% | 0.011% | |
| 4/14/2025 | Bangor Savings Bank | 2,333 | $931K | 0.1% | -2.1% | 0.001% | |
| 4/14/2025 | Park Avenue Securities LLC | 3,832 | $1.53M | 0.0% | -32.7% | 0.002% | |
| 4/14/2025 | OLD National Bancorp IN | 2,140 | $854K | 0.0% | -13.6% | 0.001% | |
| 4/14/2025 | Broadway Wealth Solutions Inc. | 770 | $307K | 0.2% | -7.8% | 0.000% | |
| 4/14/2025 | Miracle Mile Advisors LLC | 2,087 | $833K | 0.0% | -9.2% | 0.001% | |
| 4/14/2025 | Wedmont Private Capital | 2,046 | $770K | 0.0% | +9.6% | 0.001% | |
| 4/11/2025 | Gateway Investment Advisers LLC | 93,632 | $37.37M | 0.4% | +0.1% | 0.043% | |
| 4/11/2025 | Radnor Capital Management LLC | 10,433 | $4.16M | 0.7% | +2.0% | 0.005% | |
| 4/11/2025 | Chemistry Wealth Management LLC | 524 | $209K | 0.0% | N/A | 0.000% | |
| 4/11/2025 | SeaCrest Wealth Management LLC | 1,352 | $540K | 0.1% | -3.0% | 0.001% | |
| 4/11/2025 | Intellectus Partners LLC | 2,852 | $1.14M | 0.3% | +190.4% | 0.001% | |
| 4/11/2025 | Vest Financial LLC | 570 | $227K | 0.0% | N/A | 0.000% | |
| 4/11/2025 | Annex Advisory Services LLC | 517 | $206K | 0.0% | N/A | 0.000% | |
| 4/10/2025 | Retirement Planning Group LLC | 934 | $373K | 0.0% | +4.7% | 0.000% | |
| 4/10/2025 | Chesley Taft & Associates LLC | 4,072 | $1.63M | 0.1% | +19.0% | 0.002% | |
| 4/10/2025 | Salvus Wealth Management LLC | 6,876 | $2.74M | 1.7% | +20.3% | 0.003% | |
| 4/10/2025 | Arthur M. Cohen & Associates LLC | 3,370 | $1.35M | 0.3% | -8.2% | 0.002% | |
| 4/10/2025 | Matrix Trust Co | 368 | $147K | 0.0% | +38.3% | 0.000% | |
| 4/10/2025 | Sendero Wealth Management LLC | 3,217 | $1.28M | 0.2% | -29.1% | 0.001% | |
| 4/10/2025 | Amplius Wealth Advisors LLC | 1,354 | $540K | 0.1% | +3.6% | 0.001% | |
| 4/10/2025 | Apella Capital LLC | 770 | $288K | 0.0% | N/A | 0.000% | |
| 4/10/2025 | Heritage Family Offices LLP | 2,273 | $907K | 0.5% | -23.0% | 0.001% | |
| 4/9/2025 | Sentry Investment Management LLC | 652 | $238K | 0.1% | -67.5% | 0.000% | |
| 4/9/2025 | Kwmg LLC | 18,233 | $7.28M | 0.7% | -0.6% | 0.008% | |
| 4/9/2025 | Merit Financial Group LLC | 4,210 | $1.68M | 0.0% | +22.4% | 0.002% | |
| 4/9/2025 | Lbmc Investment Advisors LLC | 9,391 | $3.75M | 0.3% | -54.7% | 0.004% | |
| 4/9/2025 | Inspirion Wealth Advisors LLC | 1,127 | $450K | 0.1% | -8.1% | 0.001% | |
| 4/9/2025 | Hummer Financial Advisory Services Inc | 1,703 | $680K | 0.6% | +11.1% | 0.001% | |
| 4/9/2025 | NBC Securities Inc. | 1,737 | $693K | 0.1% | N/A | 0.001% | |
| 4/9/2025 | Fiduciary Alliance LLC | 5,522 | $2.20M | 0.2% | -27.1% | 0.003% | |
| 4/9/2025 | Baker Tilly Wealth Management LLC | 537 | $214K | 0.1% | N/A | 0.000% | |
| 4/9/2025 | Dudley & Shanley Inc. | 88,637 | $35.37M | 5.6% | -5.5% | 0.041% | |
| 4/9/2025 | American National Bank & Trust | 409 | $163K | 0.0% | -20.4% | 0.000% | |
| 4/9/2025 | Czech National Bank | 49,672 | $19.82M | 0.2% | +5.9% | 0.023% | |
| 4/9/2025 | Legacy Wealth Asset Management LLC | 3,209 | $1.28M | 0.4% | -1.0% | 0.001% | |
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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.
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| 4/8/2025 | Rhumbline Advisers | 377,368 | $150.60M | 0.1% | +2.3% | 0.175% | |
| 4/8/2025 | Abner Herrman & Brock LLC | 56,435 | $22.52M | 2.9% | -1.1% | 0.026% | |
| 4/8/2025 | Fifth Third Wealth Advisors LLC | 1,981 | $791K | 0.0% | +3.5% | 0.001% | |
| 4/8/2025 | Beese Fulmer Investment Management Inc. | 26,259 | $10.48M | 0.9% | +2.3% | 0.012% | |
| 4/8/2025 | Lantz Financial LLC | 2,001 | $799K | 0.2% | +31.6% | 0.001% | |
| 4/8/2025 | Rothschild Investment LLC | 4,174 | $1.67M | 0.1% | -37.7% | 0.002% | |
| 4/8/2025 | Welch Group LLC | 5,129 | $2.02M | 0.1% | -2.7% | 0.002% | |
| 4/7/2025 | GAMMA Investing LLC | 761,863 | $304.05M | 0.1% | +56,460.0% | 0.353% | |
| 4/4/2025 | Moody National Bank Trust Division | 509 | $203K | 0.0% | N/A | 0.000% | |
| 4/3/2025 | Versant Capital Management Inc | 483 | $193K | 0.0% | +75.6% | 0.000% | |
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