| 8/1/2025 | FSA Advisors Inc. | 4,431 | $222K | 0.2% | N/A | 0.007% | |
| 8/1/2025 | GWN Securities Inc. | 5,710 | $287K | 0.1% | -93.3% | 0.009% | |
| 8/1/2025 | Brookwood Investment Group LLC | 7,646 | $384K | 0.1% | -7.5% | 0.012% | |
| 8/1/2025 | GoalVest Advisory LLC | 1,900 | $95K | 0.0% | N/A | 0.003% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 617,071 | $30.98M | 0.0% | +8.6% | 0.934% | |
| 7/31/2025 | Wealthfront Advisers LLC | 21,587 | $1.08M | 0.0% | +1.4% | 0.033% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 84,870 | $4.26M | 0.1% | -1.0% | 0.128% | |
| 7/31/2025 | Sage Mountain Advisors LLC | 33,045 | $1.66M | 0.1% | -2.3% | 0.050% | |
| 7/30/2025 | Forum Financial Management LP | 179,883 | $9.03M | 0.1% | -56.1% | 0.272% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 55,395 | $2.78M | 0.2% | +119.4% | 0.084% | |
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| 7/30/2025 | Exencial Wealth Advisors LLC | 19,899 | $999K | 0.0% | -11.6% | 0.030% | |
| 7/30/2025 | D.A. Davidson & CO. | 13,952 | $701K | 0.0% | +17.5% | 0.021% | |
| 7/30/2025 | Syntegra Private Wealth Group LLC | 5,847 | $294K | 0.0% | -10.7% | 0.009% | |
| 7/30/2025 | WBH Advisory Inc. | 6,356 | $319K | 0.0% | +24.4% | 0.010% | |
| 7/29/2025 | FLC Capital Advisors | 11,296 | $567K | 0.1% | -3.9% | 0.017% | |
| 7/29/2025 | Dumont & Blake Investment Advisors LLC | 5,062 | $254K | 0.1% | +14.4% | 0.008% | |
| 7/29/2025 | Foster & Motley Inc. | 13,994 | $703K | 0.0% | +11.6% | 0.021% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 15,291 | $768K | 0.0% | -49.2% | 0.023% | |
| 7/29/2025 | Private Trust Co. NA | 2,652 | $133K | 0.0% | -58.2% | 0.004% | |
| 7/29/2025 | Angeles Wealth Management LLC | 7,070 | $355K | 0.0% | N/A | 0.011% | |
| 7/28/2025 | Triton Wealth Management PLLC | 11,272 | $552K | 0.2% | N/A | 0.017% | |
| 7/28/2025 | RFG Advisory LLC | 6,314 | $317K | 0.0% | -51.2% | 0.010% | |
| 7/28/2025 | Revolve Wealth Partners LLC | 230,612 | $11.58M | 1.5% | +20.4% | 0.349% | |
| 7/25/2025 | MGO One Seven LLC | 5,730 | $288K | 0.0% | N/A | 0.009% | |
| 7/25/2025 | CWM LLC | 185,416 | $9.31M | 0.0% | +1.1% | 0.281% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 12,955 | $650K | 0.0% | +28.5% | 0.020% | |
| 7/25/2025 | Richardson Financial Services Inc. | 6,407 | $321K | 0.2% | -10.6% | 0.010% | |
| 7/24/2025 | Williams & Novak LLC | 37,531 | $1.88M | 1.6% | +30.7% | 0.057% | |
| 7/24/2025 | Accredited Investor Services LLC | 8,113 | $407K | 0.3% | +7.4% | 0.012% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 90,596 | $4.55M | 0.3% | -6.7% | 0.137% | |
| 7/24/2025 | Blair William & Co. IL | 20,000 | $1.00M | 0.0% | -1.0% | 0.030% | |
| 7/23/2025 | Valmark Advisers Inc. | 39,428 | $1.98M | 0.0% | +0.8% | 0.060% | |
| 7/23/2025 | Financial Life Advisors | 15,350 | $771K | 0.3% | +4.3% | 0.023% | |
| 7/23/2025 | Lansing Street Advisors | 13,206 | $663K | 0.2% | -3.7% | 0.020% | |
| 7/23/2025 | Seamount Financial Group Inc. | 7,150 | $359K | 0.2% | +4.2% | 0.011% | |
| 7/22/2025 | DAVENPORT & Co LLC | 14,928 | $750K | 0.0% | +29.4% | 0.023% | |
| 7/22/2025 | Grimes & Company Inc. | 5,917 | $297K | 0.0% | -99.5% | 0.009% | |
| 7/22/2025 | Merit Financial Group LLC | 124,718 | $6.26M | 0.1% | +159.1% | 0.189% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 49,866 | $2.50M | 0.1% | -38.5% | 0.075% | |
| 7/22/2025 | BridgePort Financial Solutions LLC | 10,381 | $521K | 0.2% | -27.4% | 0.016% | |
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| 7/21/2025 | Ameritas Advisory Services LLC | 1,107 | $56K | 0.0% | N/A | 0.002% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 137,433 | $6.90M | 0.2% | +21.9% | 0.208% | |
| 7/21/2025 | Yeomans Consulting Group Inc. | 22,738 | $1.14M | 0.5% | +3.6% | 0.034% | |
| 7/21/2025 | Rainey & Randall Wealth Advisors Inc. | 22,897 | $1.15M | 0.2% | -22.1% | 0.035% | |
| 7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 38,606 | $1.94M | 0.0% | N/A | 0.058% | |
| 7/18/2025 | Truist Financial Corp | 103,322 | $5.19M | 0.0% | -27.6% | 0.156% | |
| 7/18/2025 | First United Bank & Trust | 30,346 | $1.52M | 0.5% | -16.9% | 0.046% | |
| 7/17/2025 | Trivium Point Advisory LLC | 66,451 | $3.34M | 0.4% | -4.9% | 0.101% | |
| 7/17/2025 | K2 Financial Inc. | 17,895 | $884K | 0.8% | -3.9% | 0.027% | |
| 7/16/2025 | Diversified Enterprises LLC | 16,141 | $810K | 0.1% | -4.6% | 0.024% | |
| 7/16/2025 | Owen LaRue LLC | 15,649 | $786K | 0.3% | -9.8% | 0.024% | |
| 7/16/2025 | CX Institutional | 3,605 | $181K | 0.0% | -28.4% | 0.005% | |
| 7/16/2025 | Perigon Wealth Management LLC | 12,602 | $633K | 0.0% | +24.7% | 0.019% | |
| 7/16/2025 | Magnus Financial Group LLC | 7,324 | $368K | 0.0% | -56.1% | 0.011% | |
| 7/16/2025 | Kennedy Investment Group | 8,545 | $429K | 0.2% | N/A | 0.013% | |
| 7/15/2025 | McAdam LLC | 11,524 | $579K | 0.0% | -1.7% | 0.017% | |
| 7/15/2025 | Kwmg LLC | 7,783 | $391K | 0.0% | N/A | 0.012% | |
| 7/14/2025 | Narus Financial Partners LLC | 17,495 | $878K | 0.3% | +3.6% | 0.026% | |
| 7/14/2025 | Park Avenue Securities LLC | 52,554 | $2.64M | 0.0% | +22.4% | 0.080% | |
| 7/11/2025 | CX Institutional | 3,605 | $181K | 0.0% | -28.4% | 0.005% | |
| 7/11/2025 | Cypress Financial Planning LLC | 13,082 | $657K | 0.2% | +120.4% | 0.020% | |
| 7/10/2025 | Exchange Traded Concepts LLC | 18,788 | $943K | 0.0% | N/A | 0.028% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 75,676 | $3.80M | 0.0% | +63.2% | 0.115% | |
| 7/10/2025 | Wedmont Private Capital | 37,526 | $1.88M | 0.1% | +1.3% | 0.057% | |
| 7/9/2025 | PFW Advisors LLC | 13,168 | $661K | 0.2% | -1.8% | 0.020% | |
| 7/9/2025 | Procyon Advisors LLC | 5,293 | $266K | 0.0% | -12.7% | 0.008% | |
| 7/9/2025 | Breakwater Capital Group | 7,866 | $395K | 0.1% | +55.4% | 0.012% | |
| 7/9/2025 | Balefire LLC | 6,870 | $345K | 0.1% | N/A | 0.010% | |
| 7/9/2025 | Riversedge Advisors LLC | 26,657 | $1.34M | 0.3% | -23.7% | 0.040% | |
| 7/8/2025 | Melone Private Wealth LLC | 33,210 | $1.66M | 0.8% | -26.7% | 0.050% | |
| 7/8/2025 | Gradient Investments LLC | 4,305 | $216K | 0.0% | N/A | 0.007% | |
| 7/7/2025 | Veery Capital LLC | 102,731 | $5.16M | 1.8% | -2.8% | 0.156% | |
| 7/7/2025 | Global Wealth Strategies & Associates | 6,210 | $312K | 0.1% | -5.3% | 0.009% | |
| 7/7/2025 | First Community Trust NA | 2,427 | $122K | 0.1% | N/A | 0.004% | |
| 7/7/2025 | Insight Wealth Strategies LLC | 78,924 | $3.95M | 0.5% | +1.9% | 0.119% | |
| 7/7/2025 | TruWealth Advisors LLC | 86,127 | $4.32M | 0.2% | +19.0% | 0.130% | |
| 5/29/2025 | Apeiron RIA LLC | 38,772 | $1.98M | 0.6% | +3.6% | 0.057% | |
| 5/21/2025 | McAdam LLC | 11,729 | $600K | 0.0% | -32.6% | 0.018% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 41,199 | $2.11M | 0.1% | +28.0% | 0.062% | |
| 5/20/2025 | Focus Partners Wealth | 1,404,769 | $71.90M | 0.2% | -18.9% | 2.127% | |
| 5/19/2025 | Jane Street Group LLC | 240,951 | $12.33M | 0.0% | +427.3% | 0.365% | |
| 5/19/2025 | SageView Advisory Group LLC | 73,604 | $3.77M | 0.2% | -3.0% | 0.111% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 765,074 | $39.16M | 0.0% | -11.5% | 1.158% | |
| 5/16/2025 | Kestra Investment Management LLC | 47,436 | $2.43M | 0.1% | -73.8% | 0.072% | |
| 5/16/2025 | Jones Financial Companies Lllp | 26,727 | $1.37M | 0.0% | +39.5% | 0.040% | |
| 5/16/2025 | Talon Private Wealth LLC | 7,923 | $406K | 0.1% | -13.0% | 0.012% | |
| 5/16/2025 | NewEdge Advisors LLC | 15,579 | $797K | 0.0% | -5.2% | 0.024% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 57,298 | $2.93M | 0.0% | -2.8% | 0.087% | |
| 5/16/2025 | Hancock Whitney Corp | 6,203 | $317K | 0.0% | -31.1% | 0.009% | |
| 5/15/2025 | EP Wealth Advisors LLC | 4,947 | $253K | 0.0% | +19.0% | 0.007% | |
This Social Security Shift Could Boost Benefits by 400% (Ad) If you currently collect Social Security—or plan to in the future—this may be one of the most important updates you'll ever see.
A new initiative, linked to President Trump's Executive Order #14196, has the potential to do more than just protect Social Security from collapse...
According to renowned investor Louis Navellier, it could increase benefits by as much as 400%. Click here to watch the urgent briefing now — before this opportunity disappears. |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 85,712 | $4.39M | 0.1% | -6.5% | 0.130% | |
| 5/15/2025 | Royal Bank of Canada | 1,696,780 | $86.84M | 0.0% | +1.1% | 2.569% | |
| 5/15/2025 | MAI Capital Management | 11,008 | $563K | 0.0% | +7.4% | 0.017% | |
| 5/15/2025 | Calton & Associates Inc. | 4,718 | $241K | 0.1% | N/A | 0.007% | |
| 5/15/2025 | Certior Financial Group LLC | 24,902 | $1.27M | 1.0% | +47.6% | 0.038% | |
| 5/15/2025 | Baird Financial Group Inc. | 26,937 | $1.38M | 0.0% | -31.6% | 0.041% | |
| 5/15/2025 | WPG Advisers LLC | 4,355 | $223K | 0.2% | N/A | 0.007% | |
| 5/15/2025 | Tortoise Investment Management LLC | 16,255 | $832K | 0.1% | -19.4% | 0.025% | |
| 5/14/2025 | CreativeOne Wealth LLC | 20,960 | $1.07M | 0.0% | +1.5% | 0.032% | |
| 5/14/2025 | Jane Street Group LLC | 240,951 | $12.33M | 0.0% | +427.3% | 0.365% | |
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