4/18/2025 | Insigneo Advisory Services LLC | 10,757 | $164K | 0.0% | N/A | 0.008% | |
4/17/2025 | Copia Wealth Management | 4,850 | $74K | 0.1% | -20.7% | 0.003% | |
4/17/2025 | Cyndeo Wealth Partners LLC | 33,203 | $505K | 0.0% | -3.7% | 0.023% | |
4/17/2025 | North Star Investment Management Corp. | 4,749 | $72K | 0.0% | -23.5% | 0.003% | |
4/16/2025 | Avaii Wealth Management LLC | 16,197 | $247K | 0.1% | -25.1% | 0.011% | |
4/16/2025 | CRA Financial Services LLC | 13,820 | $210K | 0.0% | -11.9% | 0.010% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 76,032 | $1.16M | 0.0% | -7.1% | 0.053% | |
4/15/2025 | Integrated Advisors Network LLC | 170,164 | $2.59M | 0.1% | +138.9% | 0.118% | |
4/15/2025 | SJS Investment Consulting Inc. | 25,489 | $388K | 0.1% | -31.9% | 0.018% | |
4/15/2025 | MADDEN SECURITIES Corp | 11,900 | $181K | 0.1% | -12.8% | 0.008% | |
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4/15/2025 | Simplicity Wealth LLC | 35,220 | $536K | 0.0% | N/A | 0.024% | |
4/11/2025 | Intellectus Partners LLC | 67,250 | $1.02M | 0.3% | -7.2% | 0.047% | |
4/9/2025 | NBC Securities Inc. | 22,037 | $335K | 0.0% | +100,068.2% | 0.015% | |
4/9/2025 | Fiduciary Alliance LLC | 12,735 | $194K | 0.0% | +17.4% | 0.009% | |
4/8/2025 | Verde Capital Management | 162,500 | $2.47M | 0.7% | N/A | 0.113% | |
4/8/2025 | Doliver Advisors LP | 20,021 | $305K | 0.1% | +8.1% | 0.014% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 81,799 | $2.29M | 0.0% | -27.7% | 0.055% | |
3/6/2025 | Copia Wealth Management | 6,118 | $171K | 0.2% | N/A | 0.004% | |
2/27/2025 | Pinnacle Wealth Planning Services Inc. | 7,250 | $203K | 0.0% | N/A | 0.005% | |
2/25/2025 | Heck Capital Advisors LLC | 5,212 | $146K | 0.0% | N/A | 0.003% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 8,399 | $235K | 0.0% | -15.4% | 0.005% | |
2/25/2025 | Integrated Advisors Network LLC | 71,224 | $2.00M | 0.1% | +58.7% | 0.046% | |
2/25/2025 | Garde Capital Inc. | 3,613 | $101K | 0.0% | N/A | 0.002% | |
2/18/2025 | Sunbelt Securities Inc. | 5,962 | $170K | 0.0% | +81.9% | 0.004% | |
2/18/2025 | Investmark Advisory Group LLC | 13,725 | $385K | 0.2% | -9.6% | 0.009% | |
2/18/2025 | Connective Capital Management LLC | 20,659 | $579K | 0.7% | N/A | 0.013% | |
2/18/2025 | Vanguard Capital Wealth Advisors | 7,600 | $213K | 0.2% | N/A | 0.005% | |
2/17/2025 | Vienna Asset Management LLC | 9,743 | $273K | 0.2% | -8.2% | 0.006% | |
2/17/2025 | Main Management LLC | 1,000 | $28K | 0.0% | -59.9% | 0.001% | |
2/17/2025 | Focus Partners Wealth | 105,477 | $2.97M | 0.0% | -85.7% | 0.068% | |
2/17/2025 | Circle Wealth Management LLC | 15,081 | $423K | 0.0% | -36.3% | 0.010% | |
2/17/2025 | Cresset Asset Management LLC | 170,709 | $4.78M | 0.0% | +2.0% | 0.109% | |
2/17/2025 | Cetera Investment Advisers | 108,908 | $3.05M | 0.0% | -8.4% | 0.070% | |
2/17/2025 | Bulltick Wealth Management LLC | 12,388 | $347K | 0.1% | N/A | 0.008% | |
2/17/2025 | Captrust Financial Advisors | 48,712 | $1.37M | 0.0% | -11.5% | 0.031% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 19,653 | $551K | 0.0% | N/A | 0.012% | |
2/14/2025 | Jane Street Group LLC | 253,424 | $7.10M | 0.0% | -33.6% | 0.160% | |
2/14/2025 | Bison Wealth LLC | 11,967 | $335K | 0.1% | -8.3% | 0.008% | |
2/14/2025 | Lido Advisors LLC | 29,338 | $822K | 0.0% | +40.2% | 0.019% | |
2/14/2025 | Beacon Pointe Advisors LLC | 82,775 | $2.32M | 0.0% | -13.4% | 0.052% | |
The first casualty of the 2025 trade war (Ad) The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim Plaehn reveals how the 2025 trade war is quietly eroding dividend income — and which U.S.-focused stocks are still raising payouts. Watch the 2025 Trade War dividend protection briefing now |
2/14/2025 | Berger Financial Group Inc | 20,920 | $586K | 0.0% | -8.9% | 0.013% | |
2/14/2025 | Integrated Wealth Concepts LLC | 21,754 | $610K | 0.0% | +13.3% | 0.014% | |
2/14/2025 | Coppell Advisory Solutions LLC | 10,615 | $302K | 0.0% | +1,418.6% | 0.007% | |
2/14/2025 | Natixis | 3,400 | $95K | 0.0% | N/A | 0.002% | |
2/13/2025 | NewEdge Advisors LLC | 25,307 | $709K | 0.0% | +308.2% | 0.016% | |
2/13/2025 | Evergreen Capital Management LLC | 56,005 | $1.57M | 0.1% | +298.5% | 0.035% | |
2/13/2025 | Rossby Financial LCC | 12,606 | $353K | 0.2% | N/A | 0.008% | |
2/13/2025 | CreativeOne Wealth LLC | 8,457 | $237K | 0.0% | N/A | 0.005% | |
2/13/2025 | Mariner LLC | 118,769 | $3.33M | 0.0% | +37.7% | 0.075% | |
2/13/2025 | SageView Advisory Group LLC | 7,241 | $203K | 0.0% | N/A | 0.005% | |
2/13/2025 | Synovus Financial Corp | 52,497 | $1.47M | 0.0% | +1.9% | 0.033% | |
2/13/2025 | Glass Jacobson Investment Advisors llc | 1,232 | $35K | 0.0% | -49.6% | 0.001% | |
2/13/2025 | Jaffetilchin Investment Partners LLC | 19,882 | $557K | 0.0% | -4.8% | 0.013% | |
2/13/2025 | Zuckerman Investment Group LLC | 20,000 | $560K | 0.1% | N/A | 0.013% | |
2/13/2025 | DRW Securities LLC | 464,471 | $13.01M | 0.4% | N/A | 0.293% | |
2/13/2025 | Advisory Services Network LLC | 10,449 | $293K | 0.0% | N/A | 0.007% | |
2/13/2025 | Bank of Montreal Can | 80,807 | $2.26M | 0.0% | N/A | 0.051% | |
2/13/2025 | Cerity Partners LLC | 12,995 | $352K | 0.0% | -16.8% | 0.008% | |
2/13/2025 | Sepio Capital LP | 8,810 | $247K | 0.0% | -74.7% | 0.006% | |
2/13/2025 | Hurley Capital LLC | 1,900 | $57K | 0.0% | N/A | 0.001% | |
2/13/2025 | Envestnet Asset Management Inc. | 892,989 | $25.02M | 0.0% | +33.2% | 0.564% | |
2/12/2025 | World Investment Advisors | 11,848 | $332K | 0.0% | +7.2% | 0.007% | |
2/12/2025 | Huntington National Bank | 1,301 | $36K | 0.0% | N/A | 0.001% | |
2/12/2025 | OLD Mission Capital LLC | 30,239 | $847K | 0.0% | N/A | 0.019% | |
2/12/2025 | CIBC Private Wealth Group LLC | 49,486 | $1.36M | 0.0% | -16.8% | 0.031% | |
2/12/2025 | IPG Investment Advisors LLC | 9,101 | $255K | 0.1% | N/A | 0.006% | |
2/12/2025 | Maridea Wealth Management LLC | 30,117 | $844K | 0.3% | N/A | 0.019% | |
2/12/2025 | Financial Engines Advisors L.L.C. | 12,978 | $364K | 0.0% | N/A | 0.008% | |
2/11/2025 | Interchange Capital Partners LLC | 53,346 | $1.50M | 0.5% | -1.0% | 0.034% | |
2/11/2025 | Horrell Capital Management Inc. | 6,797 | $190K | 0.1% | -14.6% | 0.004% | |
2/11/2025 | Stevens Capital Management LP | 22,680 | $635K | 0.3% | -8.2% | 0.014% | |
2/11/2025 | LPL Financial LLC | 287,202 | $8.05M | 0.0% | +11.2% | 0.181% | |
2/11/2025 | Runnymede Capital Advisors Inc. | 4,782 | $134K | 0.1% | N/A | 0.003% | |
2/11/2025 | Virtu Financial LLC | 187,396 | $5.25M | 0.3% | +386.3% | 0.118% | |
2/11/2025 | One Charles Private Wealth Services LLC | 7,968 | $223K | 0.1% | N/A | 0.005% | |
2/11/2025 | Compass Ion Advisors LLC | 31,470 | $882K | 0.1% | -68.9% | 0.020% | |
2/10/2025 | Petra Financial Advisors Inc. | 7,500 | $210K | 0.1% | N/A | 0.005% | |
2/10/2025 | Signaturefd LLC | 18,421 | $516K | 0.0% | -3.4% | 0.012% | |
2/10/2025 | Corient Private Wealth LLC | 60,290 | $1.69M | 0.0% | -3.8% | 0.038% | |
2/10/2025 | United Capital Management of KS Inc. | 446,146 | $12.50M | 2.3% | -5.2% | 0.282% | |
2/10/2025 | Commonwealth Equity Services LLC | 195,253 | $5.47M | 0.0% | -21.4% | 0.123% | |
2/10/2025 | Avantax Advisory Services Inc. | 29,882 | $837K | 0.0% | -3.4% | 0.019% | |
2/10/2025 | Farther Finance Advisors LLC | 991 | $28K | 0.0% | N/A | 0.001% | |
2/7/2025 | Sequoia Financial Advisors LLC | 18,626 | $522K | 0.0% | +15.4% | 0.012% | |
2/7/2025 | HighTower Advisors LLC | 81,649 | $2.29M | 0.0% | -4.8% | 0.052% | |
2/7/2025 | Windle Wealth LLC | 8,047 | $225K | 0.1% | -60.6% | 0.005% | |
2/7/2025 | Moors & Cabot Inc. | 10,391 | $291K | 0.0% | -24.9% | 0.007% | |
2/7/2025 | Prosperity Financial Group Inc. | 44,595 | $1.25M | 0.6% | N/A | 0.028% | |
2/7/2025 | Independent Advisor Alliance | 10,912 | $306K | 0.0% | -28.7% | 0.007% | |
2/7/2025 | SLT Holdings LLC | 38,815 | $1.09M | 1.0% | N/A | 0.024% | |
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2/7/2025 | Larson Financial Group LLC | 6,969 | $195K | 0.0% | +19.5% | 0.004% | |
2/7/2025 | Intellectus Partners LLC | 72,500 | $2.03M | 0.4% | +0.7% | 0.046% | |
2/7/2025 | Beam Wealth Advisors Inc. | 27,079 | $759K | 0.2% | -10.7% | 0.017% | |
2/7/2025 | Haven Private LLC | 129,857 | $3.64M | 2.0% | N/A | 0.082% | |
2/6/2025 | Vestmark Advisory Solutions Inc. | 193,338 | $5.06M | 0.2% | N/A | 0.121% | |
2/6/2025 | Pinnacle Wealth Planning Services Inc. | 7,250 | $203K | 0.0% | N/A | 0.005% | |
2/6/2025 | Verdence Capital Advisors LLC | 37,147 | $1.04M | 0.1% | +2.1% | 0.023% | |
2/6/2025 | Proficio Capital Partners LLC | 28,020 | $785K | 0.0% | N/A | 0.018% | |
2/6/2025 | Ring Mountain Capital LLC | 8,626 | $242K | 0.2% | N/A | 0.005% | |
2/6/2025 | Mission Wealth Management LP | 9,765 | $274K | 0.0% | N/A | 0.006% | |