| 8/18/2025 | Geneos Wealth Management Inc. | 22,070 | $610K | 0.0% | +43.1% | 0.020% | |
| 8/18/2025 | Kestra Investment Management LLC | 59,114 | $1.63M | 0.0% | +20.9% | 0.054% | |
| 8/18/2025 | Wellington Capital Management Inc. | 74,041 | $2.05M | 2.9% | N/A | 0.068% | |
| 8/15/2025 | Equitable Holdings Inc. | 113,391 | $3.13M | 0.0% | +37.7% | 0.104% | |
| 8/15/2025 | Lantern Wealth Advisors LLC | 10,059 | $278K | 0.2% | N/A | 0.009% | |
| 8/15/2025 | Smartleaf Asset Management LLC | 424,123 | $11.66M | 1.0% | +7.9% | 0.391% | |
| 8/15/2025 | Snowden Capital Advisors LLC | 18,955 | $524K | 0.0% | +6.3% | 0.017% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 34,432 | $951K | 0.0% | +53.2% | 0.032% | |
| 8/15/2025 | MML Investors Services LLC | 893,794 | $24.69M | 0.1% | +18.6% | 0.823% | |
| 8/15/2025 | Modern Wealth Management LLC | 13,250 | $366K | 0.0% | +14.6% | 0.012% | |
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| 8/15/2025 | IHT Wealth Management LLC | 8,332 | $230K | 0.0% | N/A | 0.008% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 2,150,804 | $59.41M | 1.3% | +4.9% | 1.980% | |
| 8/15/2025 | Benjamin Edwards Inc. | 398,486 | $11.01M | 0.1% | +4.6% | 0.367% | |
| 8/14/2025 | CLG LLC | 47,423 | $1.31M | 0.4% | +7.4% | 0.044% | |
| 8/14/2025 | Jane Street Group LLC | 118,193 | $3.26M | 0.0% | -80.0% | 0.109% | |
| 8/14/2025 | Raymond James Financial Inc. | 3,978,724 | $109.89M | 0.0% | -0.7% | 3.664% | |
| 8/14/2025 | Keystone Financial Services LLC | 113,482 | $3.13M | 2.4% | +4.4% | 0.104% | |
| 8/14/2025 | Betterment LLC | 320,413 | $8.85M | 0.0% | +1.1% | 0.295% | |
| 8/14/2025 | NewEdge Advisors LLC | 148,965 | $4.11M | 0.0% | +85.1% | 0.137% | |
| 8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 10,494 | $290K | 0.0% | -22.4% | 0.010% | |
| 8/13/2025 | Strategic Family Wealth Counselors L.L.C. | 183,258 | $5.06M | 1.4% | +17.4% | 0.169% | |
| 8/13/2025 | Gateway Wealth Partners LLC | 22,482 | $621K | 0.1% | +52.5% | 0.021% | |
| 8/13/2025 | Milestone Investment Advisors LLC | 22,976 | $635K | 0.2% | -11.1% | 0.021% | |
| 8/13/2025 | Baird Financial Group Inc. | 689,032 | $19.03M | 0.0% | +1.5% | 0.634% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 11,284 | $312K | 0.0% | N/A | 0.010% | |
| 8/13/2025 | Argyle Capital Partners LLC | 28,240 | $780K | 0.6% | +29.0% | 0.026% | |
| 8/13/2025 | RPg Family Wealth Advisory LLC | 140,717 | $3.89M | 1.0% | N/A | 0.130% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 428,134 | $11.83M | 0.1% | N/A | 0.394% | |
| 8/13/2025 | Forthright Family Wealth Advisory LLC | 114,201 | $3.15M | 2.0% | -1.4% | 0.105% | |
| 8/13/2025 | VestGen Advisors LLC | 302,078 | $8.34M | 0.3% | -0.2% | 0.278% | |
| 8/13/2025 | Level Four Advisory Services LLC | 147,583 | $4.08M | 0.2% | +25.0% | 0.136% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 654,276 | $18.07M | 0.0% | +111.5% | 0.602% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 36,137 | $998K | 0.0% | +8.0% | 0.033% | |
| 8/12/2025 | Financial Advocates Investment Management | 16,977 | $469K | 0.0% | -4.8% | 0.016% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 20,444 | $565K | 0.0% | +7.8% | 0.019% | |
| 8/12/2025 | Global Retirement Partners LLC | 85,299 | $2.36M | 0.1% | N/A | 0.079% | |
| 8/12/2025 | Barnes Pettey Financial Advisors LLC | 16,250 | $449K | 0.3% | +16.1% | 0.015% | |
| 8/12/2025 | Entruity Wealth LLC | 184,650 | $5.10M | 4.3% | +11.4% | 0.170% | |
| 8/12/2025 | Wealth Advisors of Iowa LLC | 16,918 | $467K | 0.2% | -16.5% | 0.016% | |
| 8/12/2025 | Lodestone Wealth Management LLC | 75,951 | $2.10M | 1.0% | +0.8% | 0.070% | |
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| 8/11/2025 | Perennial Investment Advisors LLC | 82,144 | $2.27M | 0.2% | +58.2% | 0.077% | |
| 8/11/2025 | Inspire Advisors LLC | 57,332 | $1.58M | 0.2% | +2.0% | 0.054% | |
| 8/11/2025 | Rothschild Investment LLC | 96,350 | $2.66M | 0.2% | +10.9% | 0.091% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 288,712 | $7.97M | 0.0% | N/A | 0.272% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 251,692 | $6.95M | 0.1% | +19.9% | 0.237% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 79,125 | $2.19M | 0.0% | +41.6% | 0.074% | |
| 8/8/2025 | Thoroughbred Financial Services LLC | 38,744 | $1.07M | 0.1% | -19.2% | 0.036% | |
| 8/8/2025 | Cetera Investment Advisers | 2,690,563 | $74.31M | 0.1% | +19.0% | 2.531% | |
| 8/8/2025 | Security Financial Services INC. | 7,471 | $206K | 0.0% | N/A | 0.007% | |
| 8/8/2025 | Good Life Advisors LLC | 21,898 | $605K | 0.0% | -27.2% | 0.021% | |
| 8/7/2025 | Winch Advisory Services LLC | 741,436 | $20.48M | 5.0% | +1.2% | 0.697% | |
| 8/7/2025 | PFG Advisors | 30,400 | $840K | 0.0% | +1.6% | 0.029% | |
| 8/6/2025 | Prospera Financial Services Inc | 525,656 | $14.52M | 0.3% | -0.7% | 0.494% | |
| 8/6/2025 | Wedbush Securities Inc. | 32,957 | $910K | 0.0% | +14.0% | 0.031% | |
| 8/6/2025 | Rovin Capital UT ADV | 52,720 | $1.46M | 0.4% | +5.9% | 0.050% | |
| 8/6/2025 | Souders Financial Advisors | 332,556 | $9.19M | 1.2% | +6.8% | 0.313% | |
| 8/6/2025 | Mascagni Wealth Management Inc. | 74,162 | $2.05M | 1.7% | +67.3% | 0.070% | |
| 8/6/2025 | Commonwealth Equity Services LLC | 2,400,798 | $66.31M | 0.1% | +13.2% | 2.258% | |
| 8/5/2025 | Fullcircle Wealth LLC | 130,658 | $3.61M | 1.3% | +3.7% | 0.123% | |
| 8/5/2025 | Bank of Montreal Can | 9,300 | $257K | 0.0% | +18.5% | 0.009% | |
| 8/5/2025 | Sigma Planning Corp | 19,002 | $525K | 0.0% | -1.9% | 0.018% | |
| 8/5/2025 | Aurdan Capital Management LLC | 17,571 | $485K | 0.2% | +4.7% | 0.017% | |
| 8/5/2025 | 5T Wealth LLC | 75,557 | $2.09M | 1.0% | -1.1% | 0.071% | |
| 8/5/2025 | Mission Wealth Management LP | 70,190 | $1.94M | 0.0% | +28.9% | 0.066% | |
| 8/4/2025 | Bridgewealth Advisory Group LLC | 17,007 | $470K | 0.1% | N/A | 0.016% | |
| 8/4/2025 | Cottage Street Advisors LLC | 42,928 | $1.19M | 0.6% | +1.4% | 0.040% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 239,126 | $6.61M | 0.5% | -28.7% | 0.225% | |
| 8/4/2025 | Creekmur Asset Management LLC | 266,691 | $7.37M | 1.3% | N/A | 0.251% | |
| 8/4/2025 | IFG Advisory LLC | 15,213 | $420K | 0.0% | +84.3% | 0.014% | |
| 8/4/2025 | Impact Partnership Wealth LLC | 18,676 | $516K | 0.1% | N/A | 0.018% | |
| 8/4/2025 | Atria Investments Inc | 418,117 | $11.55M | 0.1% | -10.4% | 0.393% | |
| 8/4/2025 | Assetmark Inc. | 256,056 | $7.07M | 0.0% | +5,070.8% | 0.241% | |
| 8/4/2025 | Arkadios Wealth Advisors | 13,052 | $360K | 0.0% | +8.0% | 0.012% | |
| 8/4/2025 | World Investment Advisors | 18,189 | $502K | 0.0% | +17.1% | 0.017% | |
| 8/4/2025 | Daymark Wealth Partners LLC | 28,267 | $781K | 0.0% | -2.0% | 0.027% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 4,244,651 | $117.24M | 0.0% | +16.7% | 3.992% | |
| 7/31/2025 | Richards Merrill & Peterson Inc. | 46,804 | $1.29M | 0.6% | +43.8% | 0.044% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 10,960 | $303K | 0.0% | -63.3% | 0.010% | |
| 7/31/2025 | Trademark Financial Management LLC | 8,419 | $233K | 0.1% | -48.3% | 0.008% | |
| 7/31/2025 | CAP Partners LLC | 22,091 | $610K | 0.4% | +2.2% | 0.021% | |
| 7/31/2025 | Turning Point Benefit Group Inc. | 107,849 | $2.98M | 2.3% | -19.0% | 0.101% | |
| 7/30/2025 | Bleakley Financial Group LLC | 10,325 | $285K | 0.0% | -15.2% | 0.010% | |
| 7/30/2025 | TFB Advisors LLC | 7,502 | $207K | 0.1% | N/A | 0.007% | |
| 7/30/2025 | Onyx Bridge Wealth Group LLC | 389,717 | $10.76M | 1.4% | +87.3% | 0.367% | |
| 7/30/2025 | Brookstone Capital Management | 16,533 | $457K | 0.0% | -5.6% | 0.016% | |
| 7/30/2025 | D.A. Davidson & CO. | 193,473 | $5.34M | 0.0% | +9.1% | 0.182% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 121,889 | $3.37M | 0.0% | +28.8% | 0.115% | |
| 7/30/2025 | Financial Perspectives Inc | 1,853 | $51K | 0.0% | +59.6% | 0.002% | |
| 7/29/2025 | Stephens Inc. AR | 643,841 | $17.78M | 0.2% | +8.7% | 0.606% | |
| 7/29/2025 | Balboa Wealth Partners | 12,024 | $332K | 0.1% | +22.0% | 0.011% | |
What Steve Bannon revealed about Trump’s gold play (Ad) A Trump advisor just said 3 words that could reset the dollar.
It’s a gold move nobody saw coming—and your IRA could be at risk.
Here’s how to prepare. Download the Free Gold Protection Guide to get started now |
| 7/29/2025 | Uhlmann Price Securities LLC | 22,637 | $625K | 0.4% | +93.5% | 0.021% | |
| 7/29/2025 | Burford Brothers Inc. | 33,930 | $937K | 0.4% | -3.4% | 0.032% | |
| 7/29/2025 | DeDora Capital Inc. | 43,161 | $1.19M | 0.3% | -90.5% | 0.041% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 28,749 | $794K | 0.0% | N/A | 0.027% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 40,026 | $1.11M | 0.1% | +4.5% | 0.038% | |
| 7/29/2025 | Carmel Capital Partners LLC | 215,493 | $5.95M | 2.1% | +8.7% | 0.203% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 42,904 | $1.19M | 0.0% | N/A | 0.040% | |
| 7/28/2025 | EQ Wealth Advisors LLC | 483,678 | $13.36M | 9.1% | +13.9% | 0.455% | |
| 7/28/2025 | Mutual Advisors LLC | 11,590 | $321K | 0.0% | -55.1% | 0.011% | |
| 7/28/2025 | Harbour Investments Inc. | 271,768 | $7.51M | 0.2% | +4.4% | 0.256% | |
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