8/5/2025 | Bank of Montreal Can | 660 | $60K | 0.0% | +547.1% | 0.001% | |
8/5/2025 | Sigma Planning Corp | 55,912 | $5.08M | 0.2% | -25.6% | 0.061% | |
8/5/2025 | Integrity Financial Corp WA | 13,852 | $1.26M | 0.6% | -9.0% | 0.015% | |
8/5/2025 | TIAA Trust National Association | 5,834 | $530K | 0.0% | +53.9% | 0.006% | |
8/5/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,612 | $237K | 0.0% | N/A | 0.003% | |
8/5/2025 | American Institute for Advanced Investment Management LLP | 7,128 | $648K | 0.4% | -3.4% | 0.008% | |
8/4/2025 | Integrity Alliance LLC. | 17,432 | $1.58M | 0.1% | -53.2% | 0.019% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 17,729 | $1.61M | 0.1% | +10.0% | 0.019% | |
8/4/2025 | AMG National Trust Bank | 2,225 | $202K | 0.0% | N/A | 0.002% | |
8/4/2025 | Kovack Advisors Inc. | 8,639 | $785K | 0.1% | -10.9% | 0.009% | |
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8/4/2025 | IFG Advisory LLC | 328,019 | $29.81M | 1.5% | +0.2% | 0.358% | |
8/4/2025 | Arbor Capital Management Inc. ADV | 12,354 | $1.13M | 1.0% | +13.2% | 0.013% | |
8/4/2025 | Impact Partnership Wealth LLC | 4,478 | $407K | 0.1% | N/A | 0.005% | |
8/4/2025 | Atria Investments Inc | 59,898 | $5.44M | 0.1% | -24.4% | 0.065% | |
8/4/2025 | Savvy Advisors Inc. | 11,739 | $1.07M | 0.1% | -4.5% | 0.013% | |
8/4/2025 | Assetmark Inc. | 67,920 | $6.17M | 0.0% | +3.8% | 0.074% | |
8/4/2025 | HBK Sorce Advisory LLC | 221,458 | $20.13M | 0.5% | +0.4% | 0.242% | |
8/4/2025 | Hantz Financial Services Inc. | 862 | $78K | 0.0% | +263.7% | 0.001% | |
8/4/2025 | Arkadios Wealth Advisors | 87,366 | $7.94M | 0.2% | -14.7% | 0.095% | |
8/4/2025 | World Investment Advisors | 45,303 | $4.12M | 0.1% | -14.1% | 0.049% | |
8/4/2025 | Daymark Wealth Partners LLC | 32,177 | $2.93M | 0.1% | +4.0% | 0.035% | |
8/4/2025 | Waterfront Wealth Inc. | 40,939 | $3.72M | 0.8% | -1.0% | 0.045% | |
8/4/2025 | Quaker Wealth Management LLC | 816 | $74K | 0.0% | -199.8% | 0.001% | |
8/4/2025 | L.M. Kohn & Company | 5,040 | $458K | 0.1% | -7.8% | 0.006% | |
8/1/2025 | Winebrenner Capital Management LLC | 21,397 | $1.95M | 1.6% | -1.2% | 0.023% | |
8/1/2025 | GGM Financials LLC | 115,584 | $10.51M | 2.1% | N/A | 0.126% | |
8/1/2025 | Advisory Alpha LLC | 26,963 | $2.45M | 0.1% | -1.5% | 0.029% | |
8/1/2025 | Rossby Financial LCC | 1,628 | $148K | 0.1% | +58.2% | 0.002% | |
8/1/2025 | Wealth Watch Advisors INC | 6,856 | $623K | 0.4% | +14.2% | 0.007% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 16,927 | $1.54M | 0.1% | -4.0% | 0.018% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,141,165 | $103.72M | 0.0% | -3.9% | 1.246% | |
7/31/2025 | Wealthfront Advisers LLC | 2,430 | $221K | 0.0% | N/A | 0.003% | |
7/31/2025 | Moment Partners LLC | 15,070 | $1.37M | 0.3% | N/A | 0.016% | |
7/31/2025 | West Michigan Advisors LLC | 11,253 | $1.02M | 0.3% | +2.1% | 0.012% | |
7/30/2025 | KPP Advisory Services LLC | 83,772 | $7.61M | 1.3% | +1.0% | 0.091% | |
7/30/2025 | Roman Butler Fullerton & Co. | 44,047 | $4.06M | 1.2% | +1.1% | 0.048% | |
7/30/2025 | Strategic Blueprint LLC | 37,174 | $3.38M | 0.2% | -2.3% | 0.041% | |
7/30/2025 | Principle Wealth Partners LLC | 4,554 | $414K | 0.0% | -11.6% | 0.005% | |
7/30/2025 | Prosperity Financial Group Inc. | 15,688 | $1.43M | 0.6% | +2.5% | 0.017% | |
7/30/2025 | BlueChip Wealth Advisors LLC | 20,011 | $1.82M | 0.7% | -6.3% | 0.022% | |
Trump set to Boost Social Security Checks by 400%? (Ad) If you're collecting or planning to collect social security...
You should see this presentation about President Trump's Executive Order #14196.
Legendary investor Louis Navellier believes it could soon not only save Social Security from collapse...
But BOOST benefits for millions of retirees by up to 400%.
No wonder the financial times called this new initiative... Click here to see the details because the stakes couldn't be any higher. |
7/30/2025 | Brookstone Capital Management | 4,612 | $419K | 0.0% | -4.7% | 0.005% | |
7/30/2025 | D.A. Davidson & CO. | 277,319 | $25.21M | 0.2% | +0.6% | 0.303% | |
7/30/2025 | IMG Wealth Management Inc. | 66,556 | $6.05M | 4.7% | +4.6% | 0.073% | |
7/29/2025 | Stephens Inc. AR | 72,952 | $6.63M | 0.1% | +0.9% | 0.080% | |
7/29/2025 | Balboa Wealth Partners | 4,017 | $365K | 0.1% | +12.7% | 0.004% | |
7/29/2025 | International Assets Investment Management LLC | 38,494 | $3.50M | 0.2% | +18.2% | 0.042% | |
7/29/2025 | DeDora Capital Inc. | 20,318 | $1.85M | 0.5% | -6.1% | 0.022% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 42,697 | $3.88M | 0.1% | -8.1% | 0.047% | |
7/29/2025 | Cottonwood Capital Advisors LLC | 19,517 | $1.77M | 1.2% | -1.3% | 0.021% | |
7/29/2025 | Koshinski Asset Management Inc. | 9,290 | $844K | 0.1% | -1.2% | 0.010% | |
7/29/2025 | Huntleigh Advisors Inc. | 5,826 | $530K | 0.1% | +2.8% | 0.006% | |
7/29/2025 | Stratos Wealth Partners LTD. | 138,455 | $12.58M | 0.2% | -16.8% | 0.151% | |
7/29/2025 | Stratos Wealth Advisors LLC | 7,961 | $724K | 0.0% | -5.0% | 0.009% | |
7/29/2025 | Private Trust Co. NA | 11,918 | $1.08M | 0.1% | -23.4% | 0.013% | |
7/29/2025 | Harbor Asset Planning Inc. | 3,184 | $289K | 0.3% | N/A | 0.003% | |
7/28/2025 | ForthRight Wealth Management LLC | 20,859 | $1.90M | 0.6% | -5.6% | 0.023% | |
7/28/2025 | Mutual Advisors LLC | 20,858 | $1.92M | 0.0% | +1.5% | 0.023% | |
7/28/2025 | Harbour Investments Inc. | 587,586 | $53.41M | 1.4% | -2.6% | 0.641% | |
7/28/2025 | RFG Advisory LLC | 23,304 | $2.12M | 0.0% | -0.5% | 0.025% | |
7/25/2025 | Priebe Wealth Holdings LLC | 7,531 | $684K | 0.6% | -3.8% | 0.008% | |
7/25/2025 | Atria Wealth Solutions Inc. | 108,634 | $9.89M | 0.2% | -40.1% | 0.118% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 52,386 | $4.76M | 0.0% | -24.9% | 0.057% | |
7/25/2025 | Sequoia Financial Advisors LLC | 4,438 | $403K | 0.0% | -6.3% | 0.005% | |
7/25/2025 | MGO One Seven LLC | 19,459 | $1.77M | 0.1% | +0.8% | 0.021% | |
7/25/2025 | Hazlett Burt & Watson Inc. | 618 | $56K | 0.0% | +26.4% | 0.001% | |
7/25/2025 | Commonwealth Financial Services LLC | 74,603 | $6.78M | 1.3% | +9.1% | 0.081% | |
7/25/2025 | CWM LLC | 31,709 | $2.88M | 0.0% | -11.4% | 0.035% | |
7/25/2025 | Concurrent Investment Advisors LLC | 441,872 | $40.16M | 0.8% | +5.9% | 0.482% | |
7/25/2025 | Apollon Wealth Management LLC | 19,036 | $1.73M | 0.0% | -17.9% | 0.021% | |
7/25/2025 | Fifth Third Wealth Advisors LLC | 2,270 | $206K | 0.0% | N/A | 0.002% | |
7/24/2025 | SLT Holdings LLC | 39,725 | $3.61M | 2.8% | -4.0% | 0.043% | |
7/24/2025 | Blue Trust Inc. | 2,316 | $210K | 0.0% | +10.2% | 0.003% | |
7/24/2025 | Cascade Investment Group Inc. | 5,367 | $488K | 0.3% | +14.7% | 0.006% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 5,567 | $506K | 0.0% | -3.5% | 0.006% | |
7/24/2025 | IFP Advisors Inc | 31,741 | $2.89M | 0.1% | -25.9% | 0.035% | |
7/24/2025 | Lokken Investment Group LLC | 47,664 | $4.33M | 1.7% | -2.6% | 0.052% | |
7/24/2025 | US Bancorp DE | 19,020 | $1.73M | 0.0% | +26.5% | 0.021% | |
7/23/2025 | Morey & Quinn Wealth Partners LLC | 82,640 | $7.51M | 6.0% | -5.3% | 0.090% | |
7/23/2025 | Clear Creek Financial Management LLC | 32,253 | $2.93M | 0.3% | +5.3% | 0.035% | |
7/23/2025 | Virtus Wealth Solutions LLC | 115,584 | $10.51M | 2.2% | -1.5% | 0.126% | |
7/23/2025 | RiverTree Advisors LLC | 78,824 | $7.16M | 4.8% | -13.7% | 0.086% | |
7/23/2025 | Valmark Advisers Inc. | 100,509 | $9.14M | 0.1% | -2.1% | 0.109% | |
7/23/2025 | REAP Financial Group LLC | 4,024 | $366K | 0.1% | -31.7% | 0.004% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 55,795 | $5.07M | 0.4% | -80.3% | 0.061% | |
7/23/2025 | Prasad Wealth Partners LLC | 4,062 | $369K | 0.1% | -12.9% | 0.004% | |
7/23/2025 | Trueblood Wealth Management LLC | 23,054 | $2.10M | 0.9% | +9.3% | 0.025% | |
7/23/2025 | Bennett Associates Wealth Management | 259,743 | $23.61M | 18.2% | -0.1% | 0.282% | |
7/23/2025 | SteelPeak Wealth LLC | 2,231 | $203K | 0.0% | N/A | 0.002% | |
7/23/2025 | Heck Capital Advisors LLC | 230,609 | $20.96M | 1.8% | +15.9% | 0.251% | |
7/23/2025 | KPP Advisory Services LLC | 83,772 | $7.61M | 1.9% | +1.0% | 0.091% | |
Trump set to Boost Social Security Checks by 400%? (Ad) If you're collecting or planning to collect social security...
You should see this presentation about President Trump's Executive Order #14196.
Legendary investor Louis Navellier believes it could soon not only save Social Security from collapse...
But BOOST benefits for millions of retirees by up to 400%.
No wonder the financial times called this new initiative... Click here to see the details because the stakes couldn't be any higher. |
7/22/2025 | Belpointe Asset Management LLC | 3,724 | $338K | 0.0% | -3.1% | 0.004% | |
7/22/2025 | Confluence Wealth Services Inc. | 18,651 | $1.70M | 0.1% | N/A | 0.020% | |
7/22/2025 | Gratus Wealth Advisors LLC | 294,790 | $26.79M | 4.1% | -0.3% | 0.321% | |
7/22/2025 | DAVENPORT & Co LLC | 2,520 | $229K | 0.0% | -46.4% | 0.003% | |
7/22/2025 | Woodmont Investment Counsel LLC | 15,774 | $1.43M | 0.1% | +12.5% | 0.017% | |
7/22/2025 | Global Assets Advisory LLC | 15,838 | $1.44M | 0.6% | -67.2% | 0.017% | |
7/22/2025 | Beacon Financial Advisory LLC | 16,183 | $1.47M | 0.4% | +3.1% | 0.018% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 10,418 | $947K | 0.0% | +1.2% | 0.011% | |
7/22/2025 | Ergawealth Advisors Inc. | 160,932 | $14.63M | 6.6% | -6.3% | 0.175% | |
7/21/2025 | Ameriflex Group Inc. | 1,366 | $123K | 0.1% | -75.5% | 0.001% | |