4/17/2025 | Vicus Capital | 30,726 | $1.51M | 0.1% | -2.6% | 0.059% | |
4/17/2025 | Blackston Financial Advisory Group LLC | 65,936 | $3.24M | 1.6% | +118.5% | 0.127% | |
4/17/2025 | Sowell Financial Services LLC | 38,411 | $1.89M | 0.1% | +1.9% | 0.074% | |
4/17/2025 | Janney Montgomery Scott LLC | 83,095 | $4.08M | 0.0% | +4.9% | 0.161% | |
4/17/2025 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 11,361 | $558K | 0.1% | +2.3% | 0.022% | |
4/17/2025 | Partners Wealth Management LLC | 33,054 | $1.63M | 1.8% | +1.0% | 0.064% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 386,376 | $18.99M | 0.6% | +1.4% | 0.747% | |
4/16/2025 | IAG Wealth Partners LLC | 10,852 | $533K | 0.1% | +342.2% | 0.021% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 73,999 | $3.64M | 0.0% | +4.3% | 0.143% | |
4/16/2025 | Bensler LLC | 107,355 | $5.28M | 0.7% | -5.1% | 0.207% | |
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4/16/2025 | Ballew Advisors Inc | 39,759 | $1.94M | 1.3% | +11.5% | 0.077% | |
4/15/2025 | Focus Financial Network Inc. | 19,540 | $960K | 0.0% | +2.6% | 0.038% | |
4/15/2025 | EdgeRock Capital LLC | 5,951 | $293K | 0.2% | N/A | 0.011% | |
4/15/2025 | Atwood & Palmer Inc. | 9,235 | $454K | 0.0% | -11.7% | 0.018% | |
4/15/2025 | Parsons Capital Management Inc. RI | 48,174 | $2.37M | 0.1% | +826.8% | 0.093% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 58,183 | $2.86M | 0.1% | +11.5% | 0.112% | |
4/14/2025 | Tounjian Advisory Partners LLC | 351,358 | $17.27M | 3.2% | N/A | 0.679% | |
4/14/2025 | Farther Finance Advisors LLC | 142,752 | $6.99M | 0.2% | +666.9% | 0.276% | |
4/14/2025 | Courier Capital LLC | 425,708 | $20.92M | 1.4% | -1.1% | 0.823% | |
4/14/2025 | KMG Fiduciary Partners LLC | 197,891 | $9.73M | 0.8% | +6.7% | 0.382% | |
4/11/2025 | Stablepoint Partners LLC | 225,890 | $11.10M | 2.0% | -24.0% | 0.437% | |
4/11/2025 | Armstrong Fleming & Moore Inc | 4,096 | $201K | 0.2% | N/A | 0.008% | |
4/10/2025 | TruWealth Advisors LLC | 9,731 | $478K | 0.0% | +5.3% | 0.019% | |
4/10/2025 | Accel Wealth Management | 221,771 | $10.90M | 3.9% | +0.3% | 0.429% | |
4/9/2025 | RFG Advisory LLC | 6,713 | $330K | 0.0% | -4.5% | 0.013% | |
4/9/2025 | Quad Cities Investment Group LLC | 7,597 | $373K | 0.2% | -14.9% | 0.015% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 70,937 | $3.47M | 0.0% | -32.3% | 0.147% | |
3/10/2025 | Capstone Triton Financial Group LLC | 84,987 | $4.16M | 2.6% | -2.0% | 0.179% | |
3/4/2025 | Dogwood Wealth Management LLC | 516 | $25K | 0.0% | N/A | 0.001% | |
2/26/2025 | LifeWealth Investments LLC | 71,004 | $3.47M | 2.3% | N/A | 0.149% | |
2/24/2025 | Great Valley Advisor Group Inc. | 126,600 | $6.19M | 0.1% | +4.0% | 0.267% | |
2/19/2025 | Richmond Investment Services LLC | 194,223 | $9.50M | 5.3% | N/A | 0.413% | |
2/17/2025 | Waverly Advisors LLC | 160,051 | $7.83M | 0.1% | +9.0% | 0.341% | |
2/17/2025 | Sentinus LLC | 18,641 | $912K | 0.3% | -16.3% | 0.040% | |
2/17/2025 | Royal Bank of Canada | 583,143 | $28.52M | 0.0% | +41.7% | 1.241% | |
2/17/2025 | Redwood Financial Network Corp | 67,757 | $3.31M | 2.5% | -6.3% | 0.144% | |
2/17/2025 | Focus Partners Wealth | 25,531 | $1.25M | 0.0% | +4.0% | 0.054% | |
2/17/2025 | Coastal Bridge Advisors LLC | 169,154 | $8.27M | 2.1% | -29.1% | 0.360% | |
2/17/2025 | Cetera Investment Advisers | 714,445 | $34.94M | 0.1% | +7.2% | 1.520% | |
2/17/2025 | Captrust Financial Advisors | 5,362 | $262K | 0.0% | -26.9% | 0.011% | |
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2/17/2025 | Citadel Advisors LLC | 60,334 | $2.95M | 0.0% | -70.1% | 0.128% | |
2/17/2025 | Bank of America Corp DE | 3,501,385 | $171.25M | 0.0% | +3.4% | 7.450% | |
2/17/2025 | BNP Paribas Financial Markets | 14,289 | $699K | 0.0% | N/A | 0.030% | |
2/14/2025 | Blue Rock Wealth Management LLC | 128,462 | $6.28M | 6.6% | N/A | 0.273% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 34,176 | $1.67M | 0.0% | -42.7% | 0.073% | |
2/14/2025 | Jane Street Group LLC | 51,923 | $2.54M | 0.0% | +76.2% | 0.110% | |
2/14/2025 | Comerica Bank | 44,041 | $2.15M | 0.0% | +26.0% | 0.094% | |
2/14/2025 | Bridgewealth Advisory Group LLC | 18,163 | $891K | 0.3% | +223.8% | 0.039% | |
2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 5,850 | $286K | 0.2% | N/A | 0.012% | |
2/14/2025 | Stifel Financial Corp | 81,620 | $3.99M | 0.0% | -18.4% | 0.174% | |
2/14/2025 | OneDigital Investment Advisors LLC | 347,213 | $16.98M | 0.2% | -1.9% | 0.739% | |
2/14/2025 | Tower Research Capital LLC TRC | 19,936 | $975K | 0.0% | N/A | 0.042% | |
2/14/2025 | MML Investors Services LLC | 30,174 | $1.48M | 0.0% | +147.5% | 0.064% | |
2/14/2025 | GeoWealth Management LLC | 153,435 | $7.50M | 0.2% | +17,256.9% | 0.326% | |
2/13/2025 | NewEdge Advisors LLC | 17,783 | $870K | 0.0% | +82.3% | 0.038% | |
2/13/2025 | Mariner LLC | 35,793 | $1.75M | 0.0% | +11.1% | 0.076% | |
2/13/2025 | Family Office Research LLC | 11,565 | $566K | 0.2% | N/A | 0.025% | |
2/13/2025 | Raymond James Financial Inc. | 962,982 | $47.10M | 0.0% | N/A | 2.049% | |
2/13/2025 | Renaissance Technologies LLC | 870,900 | $42.60M | 0.1% | -1.6% | 1.853% | |
2/13/2025 | Envestnet Asset Management Inc. | 69,752 | $3.41M | 0.0% | -4.1% | 0.148% | |
2/13/2025 | Wells Fargo & Company MN | 1,677,910 | $82.07M | 0.0% | -5.7% | 3.570% | |
2/12/2025 | BlueChip Wealth Advisors LLC | 6,061 | $296K | 0.2% | -71.2% | 0.013% | |
2/12/2025 | Orion Portfolio Solutions LLC | 39,802 | $1.95M | 0.0% | +0.6% | 0.085% | |
2/12/2025 | JPMorgan Chase & Co. | 36,676 | $1.79M | 0.0% | -36.3% | 0.078% | |
2/12/2025 | Mendel Money Management | 4,339 | $212K | 0.1% | N/A | 0.009% | |
2/11/2025 | Modern Wealth Management LLC | 36,798 | $1.81M | 0.1% | +0.8% | 0.078% | |
2/11/2025 | LPL Financial LLC | 2,230,660 | $109.10M | 0.0% | +25.0% | 4.746% | |
2/11/2025 | Sykon Capital LLC | 9,800 | $479K | 0.2% | N/A | 0.021% | |
2/11/2025 | Millstone Evans Group LLC | 1,391 | $68K | 0.0% | N/A | 0.003% | |
2/10/2025 | Leelyn Smith LLC | 641,950 | $31.40M | 5.6% | +10.2% | 1.366% | |
2/10/2025 | GWN Securities Inc. | 17,073 | $835K | 0.2% | N/A | 0.036% | |
2/10/2025 | Altus Wealth Group LLC | 9,183 | $449K | 0.2% | -5.8% | 0.020% | |
2/10/2025 | Sovereign Investment Advisors LLC | 673,698 | $32.95M | 9.8% | +1.7% | 1.433% | |
2/10/2025 | Greenwich Wealth Management LLC | 24,912 | $1.22M | 0.1% | N/A | 0.053% | |
2/10/2025 | First Financial Group Corp | 107,373 | $5.25M | 5.8% | N/A | 0.228% | |
2/10/2025 | Commonwealth Equity Services LLC | 76,226 | $3.73M | 0.0% | +16.0% | 0.162% | |
2/10/2025 | IAG Wealth Partners LLC | 2,454 | $120K | 0.0% | N/A | 0.005% | |
2/10/2025 | Avantax Advisory Services Inc. | 13,283 | $650K | 0.0% | -3.7% | 0.028% | |
2/10/2025 | Farther Finance Advisors LLC | 18,614 | $910K | 0.0% | +1.6% | 0.040% | |
2/10/2025 | EverSource Wealth Advisors LLC | 50,738 | $2.48M | 0.2% | -2.9% | 0.108% | |
2/7/2025 | PFG Advisors | 64,066 | $3.13M | 0.2% | +4.1% | 0.136% | |
2/7/2025 | HighTower Advisors LLC | 155,002 | $7.58M | 0.0% | -49.7% | 0.330% | |
2/7/2025 | Independent Advisor Alliance | 8,937 | $437K | 0.0% | N/A | 0.019% | |
2/7/2025 | Sowell Financial Services LLC | 37,713 | $1.85M | 0.1% | -3.4% | 0.080% | |
2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 5,713 | $279K | 0.0% | +7.6% | 0.012% | |
2/7/2025 | Strategic Family Wealth Counselors L.L.C. | 57,142 | $2.80M | 0.9% | -10.3% | 0.122% | |
2/7/2025 | Elevation Capital Advisory LLC | 135,341 | $6.62M | 2.8% | N/A | 0.288% | |
2/6/2025 | Raymond James Financial Inc. | 962,982 | $47.10M | 0.0% | N/A | 2.049% | |
2/6/2025 | Assetmark Inc. | 1,710 | $84K | 0.0% | +16.6% | 0.004% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 144,590 | $7.07M | 0.1% | +2.8% | 0.308% | |
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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.
Don't wait for the next crash to wipe you out. Act now. Get Your FREE Presidential Transition Guide Today |
2/6/2025 | Bedel Financial Consulting Inc. | 49,619 | $2.43M | 0.3% | +1.2% | 0.106% | |
2/6/2025 | Unified Investment Management | 46,473 | $2.27M | 2.6% | N/A | 0.099% | |
2/5/2025 | Cape Investment Advisory Inc. | 60,207 | $2.95M | 1.2% | -3.4% | 0.128% | |
2/5/2025 | US Bancorp DE | 1,354 | $66K | 0.0% | N/A | 0.003% | |
2/5/2025 | Private Trust Co. NA | 3,059 | $150K | 0.0% | +20.0% | 0.007% | |
2/5/2025 | Financial Security Advisor Inc. | 6,200 | $303K | 0.1% | -3.4% | 0.013% | |
2/5/2025 | Schneider Downs Wealth Management Advisors LP | 376,817 | $18.43M | 3.5% | +24.8% | 0.802% | |
2/4/2025 | Partners Wealth Management LLC | 32,735 | $1.60M | 1.8% | N/A | 0.070% | |
2/3/2025 | Lloyd Advisory Services LLC. | 6,173 | $302K | 0.1% | N/A | 0.013% | |
2/3/2025 | Blackston Financial Advisory Group LLC | 30,182 | $1.48M | 0.7% | +240.3% | 0.064% | |