| 8/25/2025 | Silverlake Wealth Management LLC | 6,973 | $416K | 0.1% | N/A | 0.009% | |
| 8/19/2025 | Newbridge Financial Services Group Inc. | 5,025 | $300K | 0.0% | -3.6% | 0.006% | |
| 8/19/2025 | Advisory Services Network LLC | 9,505 | $550K | 0.0% | +21.0% | 0.012% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 1,697 | $101K | 0.0% | -22.7% | 0.002% | |
| 8/18/2025 | Hollencrest Capital Management | 26,608 | $1.59M | 0.1% | +0.6% | 0.033% | |
| 8/18/2025 | Ashford Capital Management Inc. | 125,338 | $7.49M | 0.9% | -13.5% | 0.155% | |
| 8/16/2025 | Headlands Technologies LLC | 3,209 | $192K | 0.0% | N/A | 0.004% | |
| 8/15/2025 | Corient Private Wealth LLC | 122,832 | $7.34M | 0.0% | +136.7% | 0.152% | |
| 8/15/2025 | Equitable Holdings Inc. | 78,445 | $4.69M | 0.0% | +68.5% | 0.097% | |
| 8/15/2025 | Two Sigma Securities LLC | 4,626 | $276K | 0.0% | N/A | 0.006% | |
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| 8/15/2025 | Snowden Capital Advisors LLC | 22,322 | $1.33M | 0.0% | +24.6% | 0.028% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 7,835 | $468K | 0.0% | -27.6% | 0.010% | |
| 8/15/2025 | MML Investors Services LLC | 358,881 | $21.44M | 0.1% | +517.3% | 0.445% | |
| 8/15/2025 | Lazard Asset Management LLC | 20,859 | $1.25M | 0.0% | +36.7% | 0.026% | |
| 8/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 10,499 | $627K | 0.1% | -36.4% | 0.013% | |
| 8/15/2025 | IHT Wealth Management LLC | 40,586 | $2.42M | 0.1% | +907.3% | 0.050% | |
| 8/15/2025 | Benjamin Edwards Inc. | 21,559 | $1.29M | 0.0% | +14.9% | 0.027% | |
| 8/15/2025 | Ameriprise Financial Inc. | 488,438 | $29.17M | 0.0% | +23.6% | 0.606% | |
| 8/14/2025 | Raymond James Financial Inc. | 176,961 | $10.57M | 0.0% | +41.8% | 0.219% | |
| 8/14/2025 | Quantinno Capital Management LP | 66,655 | $3.98M | 0.0% | +9.2% | 0.083% | |
| 8/14/2025 | Alliancebernstein L.P. | 705,719 | $42.15M | 0.0% | -1.0% | 0.875% | |
| 8/14/2025 | Vivaldi Capital Management LP | 8,664 | $518K | 0.1% | +7.2% | 0.011% | |
| 8/14/2025 | NewEdge Advisors LLC | 4,808 | $287K | 0.0% | -18.6% | 0.006% | |
| 8/14/2025 | Menora Mivtachim Holdings LTD. | 20,000 | $1.20M | 0.0% | N/A | 0.025% | |
| 8/14/2025 | SVB Wealth LLC | 7,345 | $439K | 0.0% | +5.7% | 0.009% | |
| 8/14/2025 | Bank of Nova Scotia | 96,286 | $5.75M | 0.0% | +137.8% | 0.119% | |
| 8/13/2025 | Per Stirling Capital Management LLC. | 140,101 | $8.37M | 1.1% | +903.2% | 0.174% | |
| 8/13/2025 | PGIM Custom Harvest LLC | 415,640 | $24.83M | 0.5% | +1.1% | 0.515% | |
| 8/13/2025 | Brown Advisory Inc. | 182,881 | $10.92M | 0.0% | +3.6% | 0.227% | |
| 8/13/2025 | Amundi | 120,470 | $7.23M | 0.0% | +54.2% | 0.149% | |
| 8/13/2025 | CW Advisors LLC | 21,276 | $1.27M | 0.0% | +16.6% | 0.026% | |
| 8/13/2025 | Fisher Asset Management LLC | 339,891 | $20.30M | 0.0% | -3.3% | 0.421% | |
| 8/13/2025 | Millington Financial Advisors LLC | 31,429 | $1.91M | 1.0% | -10.0% | 0.039% | |
| 8/13/2025 | Schroder Investment Management Group | 31,488 | $1.87M | 0.0% | -96.8% | 0.039% | |
| 8/13/2025 | Hsbc Holdings PLC | 6,802 | $406K | 0.0% | +43.4% | 0.008% | |
| 8/13/2025 | Scotia Capital Inc. | 258,154 | $15.42M | 0.1% | +45.6% | 0.320% | |
| 8/13/2025 | Level Four Advisory Services LLC | 69,046 | $4.12M | 0.2% | +25.8% | 0.086% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 445,412 | $26.60M | 0.0% | +20.6% | 0.552% | |
| 8/13/2025 | GM Advisory Group LLC | 21,899 | $1.31M | 0.1% | +1.8% | 0.027% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 20,585 | $1.23M | 0.0% | -4.3% | 0.026% | |
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| 8/12/2025 | Prudential Financial Inc. | 38,100 | $2.28M | 0.0% | -20.6% | 0.047% | |
| 8/12/2025 | Del Sette Capital Management LLC | 51,614 | $3.08M | 2.1% | -30.9% | 0.064% | |
| 8/12/2025 | Franklin Resources Inc. | 875 | $52K | 0.0% | +224.1% | 0.001% | |
| 8/12/2025 | MAI Capital Management | 17,161 | $1.03M | 0.0% | -10.0% | 0.021% | |
| 8/12/2025 | JPMorgan Chase & Co. | 8,649,274 | $516.62M | 0.0% | -37.3% | 10.724% | |
| 8/12/2025 | Bank Julius Baer & Co. Ltd Zurich | 14,885 | $889K | 0.0% | +77.1% | 0.018% | |
| 8/12/2025 | Prudential PLC | 1,140,164 | $68.10M | 0.4% | +28.4% | 1.414% | |
| 8/12/2025 | NFP Retirement Inc. | 167,172 | $9.99M | 0.7% | N/A | 0.207% | |
| 8/12/2025 | PKS Advisory Services LLC | 38,861 | $2.32M | 0.6% | N/A | 0.048% | |
| 8/12/2025 | Clal Insurance Enterprises Holdings Ltd | 11,000 | $657K | 0.0% | -45.0% | 0.014% | |
| 8/11/2025 | Bedell Frazier Investment Counselling LLC | 131,365 | $7.85M | 2.0% | N/A | 0.163% | |
| 8/11/2025 | Sykon Capital LLC | 39,563 | $2.36M | 0.9% | N/A | 0.049% | |
| 8/11/2025 | Nomura Asset Management Co. Ltd. | 40,115 | $2.40M | 0.0% | +62.5% | 0.050% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 249,244 | $14.89M | 0.0% | +9.3% | 0.309% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 5,892 | $352K | 0.0% | +12.7% | 0.007% | |
| 8/8/2025 | Cetera Investment Advisers | 600,664 | $35.88M | 0.1% | +505.2% | 0.745% | |
| 8/8/2025 | Creative Planning | 6,518 | $389K | 0.0% | -13.5% | 0.008% | |
| 8/8/2025 | Meridian Wealth Management LLC | 52,333 | $3.13M | 0.1% | N/A | 0.065% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 7,604 | $454K | 0.0% | +48.8% | 0.009% | |
| 8/8/2025 | Good Life Advisors LLC | 151,398 | $9.04M | 0.6% | +6.0% | 0.188% | |
| 8/7/2025 | Allworth Financial LP | 1,094 | $65K | 0.0% | +255.2% | 0.001% | |
| 8/7/2025 | Searle & CO. | 3,733 | $223K | 0.1% | N/A | 0.005% | |
| 8/7/2025 | LFA Lugano Financial Advisors SA | 53,598 | $3.20M | 1.9% | +3.5% | 0.066% | |
| 8/6/2025 | Bensler LLC | 386,859 | $23.11M | 2.6% | +29.4% | 0.480% | |
| 8/6/2025 | AE Wealth Management LLC | 725 | $43K | 0.0% | -24.1% | 0.001% | |
| 8/6/2025 | Walkner Condon Financial Advisors LLC | 38,911 | $2.32M | 0.4% | +55.2% | 0.048% | |
| 8/6/2025 | Pekin Hardy Strauss Inc. | 18,580 | $1.11M | 0.1% | +67.5% | 0.023% | |
| 8/6/2025 | Golden State Wealth Management LLC | 28,472 | $1.70M | 0.2% | N/A | 0.035% | |
| 8/6/2025 | Ethos Financial Group LLC | 3,701 | $221K | 0.0% | N/A | 0.005% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 61,498 | $3.67M | 0.1% | N/A | 0.076% | |
| 8/6/2025 | First Horizon Advisors Inc. | 1,754 | $105K | 0.0% | +494.6% | 0.002% | |
| 8/5/2025 | Claro Advisors LLC | 10,514 | $628K | 0.1% | +104.1% | 0.013% | |
| 8/5/2025 | Simplex Trading LLC | 20,941 | $1.25M | 0.0% | N/A | 0.026% | |
| 8/5/2025 | Bank of Montreal Can | 91,471 | $5.46M | 0.0% | +43.4% | 0.113% | |
| 8/5/2025 | Harel Insurance Investments & Financial Services Ltd. | 179,505 | $10.72M | 0.1% | +2.2% | 0.223% | |
| 8/5/2025 | Strategic Financial Concepts LLC | 4,603 | $275K | 0.0% | +22.5% | 0.006% | |
| 8/5/2025 | Sumitomo Life Insurance Co. | 236,100 | $14.10M | 1.0% | -5.0% | 0.293% | |
| 8/4/2025 | Integrity Alliance LLC. | 9,848 | $588K | 0.0% | -20.6% | 0.012% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 4,622 | $276K | 0.0% | +31.1% | 0.006% | |
| 8/4/2025 | Savvy Advisors Inc. | 9,632 | $575K | 0.0% | N/A | 0.012% | |
| 8/4/2025 | Spire Wealth Management | 122,057 | $7.07M | 0.3% | +4.2% | 0.151% | |
| 8/4/2025 | Barnes Dennig Private Wealth Management LLC | 3,397 | $203K | 0.2% | N/A | 0.004% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 17,949 | $1.07M | 0.1% | +3.8% | 0.022% | |
| 8/4/2025 | Migdal Insurance & Financial Holdings Ltd. | 94,752 | $5.66M | 0.1% | +16.6% | 0.117% | |
| 8/1/2025 | Milestone Asset Management Group LLC | 12,631 | $754K | 0.6% | +1.6% | 0.016% | |
| 8/1/2025 | Y Intercept Hong Kong Ltd | 3,465 | $207K | 0.0% | -65.4% | 0.004% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,483,102 | $88.59M | 0.0% | +1,171.5% | 1.839% | |
| 7/31/2025 | Wealthfront Advisers LLC | 12,873 | $769K | 0.0% | +56.7% | 0.016% | |
| 7/31/2025 | Burke & Herbert Bank & Trust Co. | 6,580 | $393K | 0.1% | N/A | 0.008% | |
| 7/31/2025 | 3EDGE Asset Management LP | 23,226 | $1.38M | 0.1% | -26.9% | 0.029% | |
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The market is in freefall—and Trump's new tariffs just lit the fuse.
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If you're still holding the wrong assets, you could lose 30% or more in the coming weeks. Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow |
| 7/31/2025 | Money Design Co. Ltd. | 208,020 | $12.43M | 0.6% | +4.7% | 0.258% | |
| 7/30/2025 | Strategic Blueprint LLC | 3,925 | $234K | 0.0% | N/A | 0.005% | |
| 7/30/2025 | Brookstone Capital Management | 268,943 | $16.06M | 0.2% | -35.7% | 0.333% | |
| 7/30/2025 | D.A. Davidson & CO. | 3,443 | $206K | 0.0% | N/A | 0.004% | |
| 7/30/2025 | Phoenix Financial Ltd. | 72,985 | $4.36M | 0.1% | +25.3% | 0.090% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 11,140 | $665K | 0.0% | +2.3% | 0.014% | |
| 7/30/2025 | Southern Farm Bureau Life Insurance | 802,765 | $47.63M | 6.1% | +14.3% | 0.995% | |
| 7/30/2025 | Demars Financial Group LLC | 65,867 | $3.93M | 1.5% | N/A | 0.082% | |
| 7/30/2025 | WBH Advisory Inc. | 46,783 | $2.79M | 0.2% | +105.2% | 0.058% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 103,067 | $6.16M | 0.5% | +62.7% | 0.128% | |
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