7/22/2025 | Evensky & Katz LLC | 35,972 | $2.83M | 0.2% | +5.9% | 0.007% | |
7/22/2025 | Berkshire Money Management Inc. | 791,653 | $62.30M | 6.6% | +33.2% | 0.162% | |
7/22/2025 | Hillcrest Wealth Advisors NY LLC | 12,474 | $982K | 0.5% | -7.4% | 0.003% | |
7/22/2025 | Valeo Financial Advisors LLC | 6,761 | $532K | 0.0% | N/A | 0.001% | |
7/22/2025 | DAVENPORT & Co LLC | 1,044,690 | $82.22M | 0.4% | +0.4% | 0.214% | |
7/22/2025 | Valpey Financial Services LLC | 57,299 | $4.51M | 3.1% | N/A | 0.012% | |
7/22/2025 | Global Assets Advisory LLC | 5,461 | $428K | 0.2% | -66.7% | 0.001% | |
7/22/2025 | Merit Financial Group LLC | 88,103 | $6.93M | 0.1% | -21.3% | 0.018% | |
7/22/2025 | Beacon Financial Advisory LLC | 4,320 | $340K | 0.1% | -11.9% | 0.001% | |
7/22/2025 | Gemmer Asset Management LLC | 679,972 | $53.51M | 4.8% | +5.5% | 0.139% | |
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7/22/2025 | Simplicity Wealth LLC | 19,568 | $1.54M | 0.1% | +60.7% | 0.004% | |
7/22/2025 | OLD National Bancorp IN | 109,650 | $8.63M | 0.2% | -35.0% | 0.022% | |
7/22/2025 | Safir Wealth Advisors LLC | 191,156 | $15.04M | 11.0% | +1.8% | 0.039% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 12,204 | $960K | 0.0% | -10.1% | 0.003% | |
7/22/2025 | MGO Private Wealth LLC | 4,157 | $327K | 0.2% | -37.1% | 0.001% | |
7/22/2025 | Berger Financial Group Inc | 3,828 | $301K | 0.0% | -7.0% | 0.001% | |
7/22/2025 | BridgePort Financial Solutions LLC | 2,911 | $229K | 0.1% | N/A | 0.001% | |
7/22/2025 | Bay Harbor Wealth Management LLC | 169,721 | $13.36M | 3.9% | -1.6% | 0.035% | |
7/22/2025 | McNaughton Wealth Management LLC | 38,752 | $3.05M | 1.4% | +3.2% | 0.008% | |
7/22/2025 | Oak Hill Wealth Advisors LLC | 125,029 | $9.77M | 2.0% | +8.6% | 0.026% | |
7/22/2025 | Windward Private Wealth Management Inc. | 791,535 | $62.29M | 22.5% | +2.5% | 0.162% | |
7/22/2025 | Apexium Financial LP | 137,290 | $10.81M | 0.6% | +67.2% | 0.028% | |
7/22/2025 | Peoples Bank OH | 2,685 | $211K | 0.1% | N/A | 0.001% | |
7/21/2025 | Trellis Wealth Advisors LLC | 173,003 | $13.62M | 5.9% | +1.3% | 0.035% | |
7/21/2025 | Successful Portfolios LLC | 65,924 | $5.19M | 3.2% | +9.3% | 0.014% | |
7/21/2025 | Life Planning Partners Inc | 6,861 | $540K | 0.4% | -4.5% | 0.001% | |
7/21/2025 | Keb Asset Management LLC | 4,169 | $328K | 0.1% | -3.3% | 0.001% | |
7/21/2025 | Keystone Financial Group Inc. | 3,757 | $294K | 0.2% | -23.1% | 0.001% | |
7/21/2025 | Sage Financial Management Group Inc. | 271,146 | $21.34M | 7.4% | +49.4% | 0.056% | |
7/21/2025 | Ascent Group LLC | 39,405 | $3.10M | 0.1% | -6.0% | 0.008% | |
7/21/2025 | Montz Harcus Wealth Management LLC | 2,993 | $236K | 0.1% | N/A | 0.001% | |
7/21/2025 | Consilium Wealth Advisory LLC | 58,606 | $4.61M | 1.9% | +1.6% | 0.012% | |
7/21/2025 | Ameritas Advisory Services LLC | 13,260 | $1.04M | 0.1% | -74.6% | 0.003% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 33,234 | $2.62M | 0.1% | -5.3% | 0.007% | |
7/21/2025 | Compass Planning Associates Inc | 108,282 | $8.52M | 7.8% | +23.3% | 0.022% | |
7/21/2025 | Ashton Thomas Securities LLC | 18,599 | $1.46M | 0.4% | +3.1% | 0.004% | |
7/21/2025 | Pacific Financial Group Inc. | 22,558 | $1.78M | 1.4% | +14.5% | 0.005% | |
7/21/2025 | Crews Bank & Trust | 121,058 | $9.53M | 1.5% | +3.2% | 0.025% | |
7/21/2025 | Investment Planning Advisors Inc. | 92,810 | $7.30M | 2.6% | +236.1% | 0.019% | |
7/21/2025 | Red Mountain Financial LLC | 41,991 | $3.22M | 4.1% | +8.1% | 0.009% | |
I was wrong about Trump (Ad) I made a mistake.
A mistake I feel very foolish about.
After speaking with Donald Trump and some of his advisors, I believed him.
I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years.
But I was wrong. Let me show you exactly what we’re doing to prepare. |
7/21/2025 | HT Partners LLC | 43,498 | $3.42M | 1.0% | -0.9% | 0.009% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 3,519 | $277K | 0.0% | -33.7% | 0.001% | |
7/18/2025 | Wiser Wealth Management Inc | 201,675 | $15.87M | 4.0% | +1.7% | 0.042% | |
7/18/2025 | Warren Street Wealth Advisors LLC | 3,545 | $279K | 0.1% | N/A | 0.001% | |
7/18/2025 | Naples Global Advisors LLC | 47,754 | $3.76M | 0.3% | +3.7% | 0.010% | |
7/18/2025 | Pure Financial Advisors LLC | 51,419 | $4.05M | 0.1% | -7.7% | 0.011% | |
7/18/2025 | Cantor Fitzgerald Investment Advisors L.P. | 4,781 | $376K | 0.0% | +27.7% | 0.001% | |
7/18/2025 | Woodward Diversified Capital LLC | 26,633 | $2.10M | 1.1% | +107.1% | 0.006% | |
7/18/2025 | Precision Wealth Strategies LLC | 148,437 | $11.68M | 3.8% | N/A | 0.031% | |
7/18/2025 | TruNorth Capital Management LLC | 13,960 | $1.10M | 0.2% | -9.2% | 0.003% | |
7/18/2025 | USA Financial Formulas | 11,975 | $942K | 0.2% | N/A | 0.002% | |
7/18/2025 | Benchmark Wealth Management LLC | 25,455 | $2.00M | 0.9% | +22.6% | 0.005% | |
7/18/2025 | Mountain Pacific Investment Advisers LLC | 174,076 | $13.70M | 1.0% | -1.6% | 0.036% | |
7/18/2025 | First Pacific Financial | 760 | $60K | 0.0% | N/A | 0.000% | |
7/18/2025 | Trust Co. of Vermont | 13,196 | $1.04M | 0.0% | +9.3% | 0.003% | |
7/18/2025 | Bartlett & CO. Wealth Management LLC | 263,658 | $20.75M | 0.3% | +1.8% | 0.055% | |
7/18/2025 | Loudon Investment Management LLC | 10,655 | $839K | 0.5% | -1.6% | 0.002% | |
7/18/2025 | Forza Wealth Management LLC | 76,274 | $6.00M | 2.5% | -3.1% | 0.016% | |
7/18/2025 | SigFig Wealth Management LLC | 157,488 | $12.38M | 0.4% | +1.0% | 0.033% | |
7/18/2025 | Provident Wealth Management LLC | 29,671 | $2.34M | 0.8% | -3.3% | 0.006% | |
7/18/2025 | PFG Investments LLC | 10,174 | $801K | 0.0% | +8.1% | 0.002% | |
7/18/2025 | Consolidated Portfolio Review Corp | 76,603 | $6.03M | 0.8% | +15.1% | 0.016% | |
7/18/2025 | Arcadia Wealth Management LLC | 108,168 | $8.51M | 3.7% | +5.6% | 0.022% | |
7/18/2025 | Columbia Asset Management | 32,637 | $2.57M | 0.5% | -2.2% | 0.007% | |
7/18/2025 | Wetzel Investment Advisors Inc. | 2,912 | $229K | 0.1% | N/A | 0.001% | |
7/18/2025 | Cooper Financial Group | 12,248 | $964K | 0.1% | +6.9% | 0.003% | |
7/18/2025 | Truist Financial Corp | 1,812,600 | $142.65M | 0.2% | +60.2% | 0.376% | |
7/18/2025 | Powers Advisory Group LLC | 11,634 | $916K | 0.4% | -1.7% | 0.002% | |
7/18/2025 | Lockerman Financial Group Inc. | 4,081 | $321K | 0.4% | +4.2% | 0.001% | |
7/17/2025 | Hansen & Associates Financial Group Inc. | 19,948 | $1.57M | 0.9% | -2.0% | 0.004% | |
7/17/2025 | Capital Investment Advisors LLC | 76,011 | $5.98M | 0.1% | -2.0% | 0.016% | |
7/17/2025 | Northwest Wealth Management LLC | 29,084 | $2.29M | 0.4% | +1.8% | 0.006% | |
7/17/2025 | Summit Financial Strategies Inc. | 3,062 | $241K | 0.0% | -60.4% | 0.001% | |
7/17/2025 | Raleigh Capital Management Inc. | 4,467 | $352K | 0.1% | -2.9% | 0.001% | |
7/17/2025 | HB Wealth Management LLC | 42,869 | $3.37M | 0.0% | -33.5% | 0.009% | |
7/17/2025 | Kavar Capital Partners Group LLC | 58,073 | $4.57M | 0.7% | N/A | 0.012% | |
7/17/2025 | Janney Montgomery Scott LLC | 876,375 | $68.97M | 0.2% | +1.5% | 0.180% | |
7/17/2025 | Fifth Third Securities Inc. | 50,992 | $4.01M | 0.3% | -3.2% | 0.011% | |
7/17/2025 | Archford Capital Strategies LLC | 97,909 | $7.71M | 1.0% | +0.4% | 0.020% | |
7/17/2025 | Kelly Financial Services LLC | 3,810 | $300K | 0.1% | +5.7% | 0.001% | |
7/17/2025 | Hanson & Doremus Investment Management | 997 | $78K | 0.0% | -22.0% | 0.000% | |
7/17/2025 | Fiduciary Advisors Inc. | 22,505 | $1.77M | 1.6% | -6.9% | 0.005% | |
7/17/2025 | Greenbush Financial Group LLC | 13,417 | $1.06M | 0.5% | +17.3% | 0.003% | |
7/17/2025 | Vermillion Wealth Management Inc. | 1,165 | $92K | 0.0% | -20.0% | 0.000% | |
7/17/2025 | Capital Insight Partners LLC | 11,568 | $910K | 0.2% | -4.3% | 0.002% | |
7/17/2025 | Symmetry Partners LLC | 318,265 | $25.05M | 3.1% | +4.7% | 0.066% | |
7/17/2025 | Beacon Capital Management LLC | 1,241 | $98K | 0.0% | -14.2% | 0.000% | |
7/17/2025 | PMG Wealth Management Inc. | 6,723 | $527K | 0.4% | -54.2% | 0.001% | |
7/17/2025 | Tritonpoint Wealth LLC | 31,693 | $2.49M | 0.2% | -4.2% | 0.007% | |
7/17/2025 | Mustard Seed Financial LLC | 198,344 | $15.61M | 11.2% | +0.7% | 0.041% | |
I was wrong about Trump (Ad) I made a mistake.
A mistake I feel very foolish about.
After speaking with Donald Trump and some of his advisors, I believed him.
I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years.
But I was wrong. Let me show you exactly what we’re doing to prepare. |
7/17/2025 | Coastline Trust Co | 1,604 | $126K | 0.0% | -11.4% | 0.000% | |
7/17/2025 | Stone Summit Wealth LLC | 85,755 | $6.75M | 2.1% | +3.7% | 0.018% | |
7/17/2025 | Fort Washington Investment Advisors Inc. OH | 3,877 | $305K | 0.0% | -51.8% | 0.001% | |
7/17/2025 | Guyasuta Investment Advisors Inc. | 2,609 | $205K | 0.0% | -20.9% | 0.001% | |
7/17/2025 | Financial Partners Group LLC | 72,595 | $5.71M | 2.1% | N/A | 0.015% | |
7/17/2025 | Willow Creek Wealth Management Inc. | 1,414,161 | $111.30M | 10.0% | +3.8% | 0.291% | |
7/17/2025 | Clear Point Advisors Inc. | 2,598 | $204K | 0.2% | N/A | 0.001% | |
7/17/2025 | Neumann Capital Management LLC | 57,250 | $4.51M | 1.4% | +0.9% | 0.012% | |
7/17/2025 | XY Planning Network Inc. | 2,566 | $202K | 0.1% | N/A | 0.001% | |
7/17/2025 | SC&H Financial Advisors Inc. | 25,027 | $1.97M | 0.3% | -1.8% | 0.005% | |