8/1/2025 | Oarsman Capital Inc. | 6,145 | $513K | 0.1% | -15.6% | 0.000% | |
8/1/2025 | Bank of Jackson Hole Trust | 18,794 | $1.57M | 0.9% | +98.1% | 0.001% | |
8/1/2025 | Motco | 6,193 | $507K | 0.0% | +211.4% | 0.000% | |
8/1/2025 | Fire Capital Management LLC | 28,367 | $2.37M | 1.5% | +1.7% | 0.002% | |
8/1/2025 | Biltmore Family Office LLC | 28,401 | $2.37M | 0.4% | +13.5% | 0.002% | |
8/1/2025 | Bull Oak Capital LLC | 354,110 | $29.56M | 13.5% | +1.2% | 0.021% | |
8/1/2025 | Milestone Asset Management Group LLC | 19,323 | $1.61M | 1.2% | +2.8% | 0.001% | |
8/1/2025 | Capital Investment Counsel LLC | 60,506 | $5.05M | 0.8% | +50.3% | 0.004% | |
8/1/2025 | New York Life Investment Management LLC | 908,605 | $75.85M | 0.7% | -29.0% | 0.053% | |
8/1/2025 | GGM Financials LLC | 25,492 | $2.13M | 0.4% | +53.6% | 0.001% | |
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8/1/2025 | Heritage Wealth Management Inc. Texas | 3,426 | $286K | 0.1% | N/A | 0.000% | |
8/1/2025 | First National Trust Co | 1,037,408 | $86.60M | 3.2% | +8.7% | 0.061% | |
8/1/2025 | Clark Asset Management LLC | 14,022 | $1.17M | 0.2% | +146.0% | 0.001% | |
8/1/2025 | Tevis Investment Management | 3,622 | $302K | 0.2% | +21.7% | 0.000% | |
8/1/2025 | Centerpoint Advisors LLC | 46,388 | $3.87M | 1.3% | -0.6% | 0.003% | |
8/1/2025 | May Hill Capital LLC | 96,591 | $8.06M | 2.7% | +17.4% | 0.006% | |
8/1/2025 | Petra Financial Advisors Inc. | 4,202 | $351K | 0.2% | -25.7% | 0.000% | |
8/1/2025 | GWN Securities Inc. | 23,824 | $2.00M | 0.4% | -20.7% | 0.001% | |
8/1/2025 | Advisory Alpha LLC | 4,153 | $347K | 0.0% | -7.5% | 0.000% | |
8/1/2025 | Facet Wealth Inc. | 1,421,700 | $116.40M | 2.6% | -3.6% | 0.083% | |
8/1/2025 | Liberty Wealth Management LLC | 64,903 | $5.42M | 0.8% | -7.4% | 0.004% | |
8/1/2025 | Transcend Capital Advisors LLC | 58,114 | $4.85M | 0.4% | -14.5% | 0.003% | |
8/1/2025 | Cobblestone Capital Advisors LLC NY | 8,520 | $711K | 0.0% | -11.9% | 0.000% | |
8/1/2025 | Penobscot Wealth Management | 5,771 | $482K | 0.2% | N/A | 0.000% | |
8/1/2025 | Bessemer Group Inc. | 88,428 | $7.38M | 0.0% | +7.0% | 0.005% | |
8/1/2025 | Koss Olinger Consulting LLC | 13,489 | $1.13M | 0.1% | +54.7% | 0.001% | |
8/1/2025 | GoalVest Advisory LLC | 106,398 | $8.88M | 2.2% | +12.9% | 0.006% | |
8/1/2025 | First Command Advisory Services Inc. | 2,575,426 | $215.00M | 1.9% | -0.2% | 0.151% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 189,903 | $15.85M | 0.6% | +25.9% | 0.011% | |
8/1/2025 | Riverwater Partners LLC | 5,057 | $422K | 0.2% | +2.7% | 0.000% | |
8/1/2025 | MorganRosel Wealth Management LLC | 4,966 | $415K | 0.1% | -18.8% | 0.000% | |
8/1/2025 | Envestnet Asset Management Inc. | 40,235,704 | $3.36B | 1.0% | +10.1% | 2.353% | |
7/31/2025 | Nisa Investment Advisors LLC | 71,400 | $5.96M | 0.0% | +15.5% | 0.004% | |
7/31/2025 | Wealthfront Advisers LLC | 25,627 | $2.14M | 0.0% | +3.9% | 0.001% | |
7/31/2025 | Resonant Capital Advisors LLC | 363,436 | $30.34M | 1.9% | +4.0% | 0.021% | |
7/31/2025 | New Hampshire Trust | 33,315 | $2.78M | 0.6% | +3.8% | 0.002% | |
7/31/2025 | Jordan Park Group LLC | 518,906 | $43.32M | 2.8% | +1.5% | 0.030% | |
7/31/2025 | Forte Asset Management LLC | 16,764 | $1.40M | 0.7% | +107.9% | 0.001% | |
7/31/2025 | Conservest Capital Advisors Inc. | 224,378 | $18.73M | 1.8% | +3.6% | 0.013% | |
7/31/2025 | Darden Wealth Group Inc | 13,426 | $1.12M | 0.7% | N/A | 0.001% | |
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7/31/2025 | Schoolcraft Capital LLC | 7,403 | $618K | 0.1% | -3.2% | 0.000% | |
7/31/2025 | Whipplewood Advisors LLC | 5,356 | $447K | 0.2% | -75.5% | 0.000% | |
7/31/2025 | Schneider Downs Wealth Management Advisors LP | 35,290 | $2.95M | 0.4% | +84.8% | 0.002% | |
7/31/2025 | Interchange Capital Partners LLC | 97,238 | $8.12M | 1.9% | -6.1% | 0.006% | |
7/31/2025 | Brighton Jones LLC | 49,684 | $4.15M | 0.1% | +9.8% | 0.003% | |
7/31/2025 | Waldron Private Wealth LLC | 102,234 | $8.53M | 0.4% | +0.8% | 0.006% | |
7/31/2025 | Graybill Wealth Management LTD. | 13,682 | $1.14M | 0.4% | -1.4% | 0.001% | |
7/31/2025 | Sentinel Trust Co. LBA | 25,848 | $2.16M | 0.2% | -4.1% | 0.002% | |
7/31/2025 | Leavell Investment Management Inc. | 45,959 | $3.84M | 0.2% | +17.3% | 0.003% | |
7/31/2025 | CVA Family Office LLC | 45,976 | $3.84M | 0.5% | +3.2% | 0.003% | |
7/31/2025 | Rational Advisors Inc. | 281,232 | $23.48M | 2.3% | +52.7% | 0.016% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 67,134 | $5.60M | 0.1% | +1.7% | 0.004% | |
7/31/2025 | Curio Wealth LLC | 1,658 | $138K | 0.1% | +165,700.0% | 0.000% | |
7/31/2025 | Northstar Asset Management Inc. | 3,692 | $308K | 0.1% | N/A | 0.000% | |
7/31/2025 | Mycio Wealth Partners LLC | 235,020 | $19.62M | 4.5% | -1.7% | 0.014% | |
7/31/2025 | Richards Merrill & Peterson Inc. | 9,995 | $834K | 0.4% | +2.2% | 0.001% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 6,365 | $531K | 0.2% | -27.0% | 0.000% | |
7/31/2025 | Carrera Capital Advisors | 63,231 | $5.28M | 1.1% | +1.7% | 0.004% | |
7/31/2025 | Sage Mountain Advisors LLC | 13,215 | $1.10M | 0.1% | +38.2% | 0.001% | |
7/31/2025 | Washington Trust Advisors Inc. | 14,912 | $1.25M | 0.1% | -14.6% | 0.001% | |
7/31/2025 | West Michigan Advisors LLC | 10,163 | $848K | 0.2% | +1.7% | 0.001% | |
7/31/2025 | First Business Financial Services Inc. | 1,703,005 | $142.17M | 12.8% | -0.5% | 0.100% | |
7/31/2025 | Moloney Securities Asset Management LLC | 3,479 | $290K | 0.0% | +11.8% | 0.000% | |
7/31/2025 | Jackson Hole Capital Partners LLC | 107,563 | $8.98M | 1.6% | +2.5% | 0.006% | |
7/31/2025 | Opus Capital Group LLC | 353,472 | $29.51M | 3.5% | -0.1% | 0.021% | |
7/31/2025 | LJI Wealth Management LLC | 6,642 | $554K | 0.1% | -3.1% | 0.000% | |
7/31/2025 | AlTi Global Inc. | 21,797 | $1.82M | 0.0% | +0.8% | 0.001% | |
7/31/2025 | Cardinal Point Capital Management ULC | 4,088 | $341K | 0.0% | -9.3% | 0.000% | |
7/31/2025 | 180 Wealth Advisors LLC | 32,302 | $2.70M | 0.4% | -1.4% | 0.002% | |
7/31/2025 | Carnegie Investment Counsel | 5,330 | $445K | 0.0% | +4.4% | 0.000% | |
7/31/2025 | SoundView Advisors Inc. | 65,755 | $5.49M | 2.0% | +1.5% | 0.004% | |
7/31/2025 | Strata Wealth Advisors LLC | 12,729 | $1.06M | 0.3% | -13.4% | 0.001% | |
7/31/2025 | Avion Wealth | 85,956 | $7.18M | 1.6% | -4.7% | 0.005% | |
7/31/2025 | FSM Wealth Advisors LLC | 12,661 | $1.05M | 0.2% | +3.0% | 0.001% | |
7/30/2025 | KPP Advisory Services LLC | 34,637 | $2.89M | 0.5% | -2.6% | 0.002% | |
7/30/2025 | First Citizens Bank & Trust Co. | 1,880,108 | $156.95M | 2.4% | -7.8% | 0.110% | |
7/30/2025 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 2,366 | $198K | 0.0% | +9.2% | 0.000% | |
7/30/2025 | Cornerstone Advisory LLC | 113,701 | $9.49M | 1.0% | +2.0% | 0.007% | |
7/30/2025 | Bleakley Financial Group LLC | 548,516 | $45.79M | 1.2% | +537.3% | 0.032% | |
7/30/2025 | Red Crane Wealth Management LLC | 36,264 | $3.03M | 2.8% | +5.6% | 0.002% | |
7/30/2025 | Clifford Swan Investment Counsel LLC | 2,632 | $220K | 0.0% | N/A | 0.000% | |
7/30/2025 | Freedom Investment Management Inc. | 251,018 | $20.96M | 1.7% | +6.0% | 0.015% | |
7/30/2025 | Fusion Family Wealth LLC | 558,726 | $46.64M | 3.9% | +5.2% | 0.033% | |
7/30/2025 | Axiom Financial Strategies LLC | 2,982 | $249K | 0.1% | N/A | 0.000% | |
7/30/2025 | Forum Financial Management LP | 6,074 | $507K | 0.0% | -40.2% | 0.000% | |
7/30/2025 | White Lighthouse Investment Management Inc. | 2,415 | $202K | 0.0% | N/A | 0.000% | |
7/30/2025 | Caliber Wealth Management LLC KS | 178,625 | $14.91M | 1.6% | +6.6% | 0.010% | |
7/30/2025 | Rehmann Capital Advisory Group | 831,851 | $69.44M | 4.2% | +2.8% | 0.049% | |
7/30/2025 | Dudley Capital Management LLC | 9,723 | $812K | 0.4% | -5.2% | 0.001% | |
7/30/2025 | Parcion Private Wealth LLC | 563,275 | $47.02M | 2.4% | +2.2% | 0.033% | |
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. |
7/30/2025 | TFB Advisors LLC | 78,029 | $6.51M | 1.7% | +4.4% | 0.005% | |
7/30/2025 | Steel Grove Capital Advisors LLC | 27,006 | $2.25M | 0.3% | +1.6% | 0.002% | |
7/30/2025 | Patten Group Inc. | 40,533 | $3.38M | 0.7% | +7.8% | 0.002% | |
7/30/2025 | Members Trust Co | 3,055,945 | $255.11M | 8.8% | -3.2% | 0.179% | |
7/30/2025 | Exencial Wealth Advisors LLC | 198,002 | $16.53M | 0.6% | -4.4% | 0.012% | |
7/30/2025 | Brookstone Capital Management | 821,573 | $68.59M | 0.9% | +2,597.9% | 0.048% | |
7/30/2025 | Phillips Financial Management LLC | 39,893 | $3.33M | 0.2% | +7.2% | 0.002% | |
7/30/2025 | D.A. Davidson & CO. | 99,584 | $8.31M | 0.1% | -8.2% | 0.006% | |
7/30/2025 | Cullen Frost Bankers Inc. | 65,198 | $5.44M | 0.1% | -4.9% | 0.004% | |
7/30/2025 | Argonautica Private Wealth Management Inc. | 24,514 | $2.05M | 0.6% | -1.6% | 0.001% | |