8/11/2025 | TD Waterhouse Canada Inc. | 12,302 | $3.09M | 0.0% | -65.6% | 0.020% | |
8/11/2025 | North Forty Two & Co. | 6,112 | $1.52M | 1.6% | -0.7% | 0.010% | |
8/11/2025 | Capital Square LLC | 819 | $204K | 0.1% | N/A | 0.001% | |
8/11/2025 | Dorsey & Whitney Trust CO LLC | 3,258 | $809K | 0.0% | -5.8% | 0.005% | |
8/11/2025 | Adaptive Financial Consulting LLC | 39,977 | $9.93M | 4.1% | +0.4% | 0.065% | |
8/11/2025 | Y.D. More Investments Ltd | 310 | $77K | 0.0% | -41.5% | 0.001% | |
8/11/2025 | Western Wealth Management LLC | 1,545 | $384K | 0.0% | -5.1% | 0.003% | |
8/8/2025 | Tortoise Investment Management LLC | 117 | $29K | 0.0% | -87.1% | 0.000% | |
8/8/2025 | Rockefeller Capital Management L.P. | 143,046 | $35.52M | 0.1% | +48.4% | 0.233% | |
8/8/2025 | Kingsview Wealth Management LLC | 1,248 | $310K | 0.0% | +13.2% | 0.002% | |
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8/8/2025 | Citizens Financial Group Inc. RI | 6,325 | $1.57M | 0.0% | +35.8% | 0.010% | |
8/8/2025 | Collaborative Wealth Managment Inc. | 1,838 | $456K | 0.2% | -3.1% | 0.003% | |
8/8/2025 | Avantax Advisory Services Inc. | 70,997 | $17.63M | 0.1% | -0.5% | 0.116% | |
8/8/2025 | Cetera Investment Advisers | 301,549 | $74.89M | 0.1% | -2.1% | 0.491% | |
8/8/2025 | Creative Planning | 76,878 | $19.09M | 0.0% | +4.0% | 0.125% | |
8/8/2025 | Meridian Wealth Management LLC | 2,610 | $648K | 0.0% | +4.3% | 0.004% | |
8/8/2025 | Empower Advisory Group LLC | 1,425 | $354K | 0.0% | -28.5% | 0.002% | |
8/8/2025 | Foundations Investment Advisors LLC | 1,546 | $384K | 0.0% | +47.5% | 0.003% | |
8/8/2025 | Advisors Capital Management LLC | 12,457 | $3.09M | 0.0% | +1.1% | 0.020% | |
8/8/2025 | Richmond Brothers Inc. | 13,989 | $3.47M | 2.3% | -2.2% | 0.023% | |
8/8/2025 | Good Life Advisors LLC | 4,989 | $1.24M | 0.1% | -5.3% | 0.008% | |
8/8/2025 | D Orazio & Associates Inc. | 2,140 | $531K | 0.1% | -6.1% | 0.003% | |
8/8/2025 | Bailard Inc. | 27,758 | $6.89M | 0.2% | +8.4% | 0.045% | |
8/8/2025 | Everett Harris & Co. CA | 738,001 | $183.28M | 2.4% | -0.8% | 1.202% | |
8/8/2025 | PNC Financial Services Group Inc. | 162,888 | $40.45M | 0.0% | -4.2% | 0.265% | |
8/8/2025 | Kelleher Financial Advisors | 2,498 | $620K | 0.2% | -14.0% | 0.004% | |
8/8/2025 | Wealth Alliance LLC | 2,465 | $612K | 0.1% | +2.8% | 0.004% | |
8/8/2025 | SBI Securities Co. Ltd. | 15,226 | $3.78M | 0.1% | -3.8% | 0.025% | |
8/7/2025 | New England Private Wealth Advisors LLC | 38,031 | $9.41M | 1.4% | -3.3% | 0.062% | |
8/7/2025 | CENTRAL TRUST Co | 1,378 | $342K | 0.0% | -4.0% | 0.002% | |
8/7/2025 | Nwam LLC | 1,488 | $368K | 0.0% | +27.7% | 0.002% | |
8/7/2025 | Montag A & Associates Inc. | 473 | $117K | 0.0% | -33.3% | 0.001% | |
8/7/2025 | Blackston Financial Advisory Group LLC | 5,940 | $1.48M | 0.7% | -3.0% | 0.010% | |
8/7/2025 | Birchcreek Wealth Management LLC | 1,293 | $321K | 0.2% | -15.9% | 0.002% | |
8/7/2025 | Aspen Wealth Strategies LLC | 1,856 | $461K | 0.3% | +7.2% | 0.003% | |
8/7/2025 | Ibex Wealth Advisors | 3,033 | $753K | 0.1% | N/A | 0.005% | |
8/7/2025 | Allworth Financial LP | 22,982 | $5.71M | 0.0% | -1.1% | 0.037% | |
8/7/2025 | Davis R M Inc. | 1,825 | $453K | 0.0% | N/A | 0.003% | |
8/7/2025 | Fountainhead AM LLC | 2,942 | $731K | 0.1% | +53.8% | 0.005% | |
8/7/2025 | PFG Advisors | 5,354 | $1.33M | 0.0% | +1.5% | 0.009% | |
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. |
8/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 985 | $245K | 0.0% | +19.4% | 0.002% | |
8/7/2025 | Midwest Trust Co | 887 | $220K | 0.0% | N/A | 0.001% | |
8/7/2025 | Sound View Wealth Advisors Group LLC | 15,086 | $3.75M | 0.3% | +0.3% | 0.025% | |
8/7/2025 | Rathbones Group PLC | 3,843 | $954K | 0.0% | -2.3% | 0.006% | |
8/7/2025 | WESCAP Management Group Inc. | 19,551 | $4.86M | 1.1% | -9.1% | 0.032% | |
8/6/2025 | Prospera Financial Services Inc | 4,355 | $1.08M | 0.0% | +2.1% | 0.007% | |
8/6/2025 | RWA Wealth Partners LLC | 6,328 | $1.57M | 0.0% | -45.9% | 0.010% | |
8/6/2025 | AGF Management Ltd. | 116,919 | $29.04M | 0.1% | -2.8% | 0.190% | |
8/6/2025 | Disciplined Investors L.L.C. | 3,191 | $792K | 0.6% | -2.5% | 0.005% | |
8/6/2025 | AE Wealth Management LLC | 1,760 | $437K | 0.0% | -30.1% | 0.003% | |
8/6/2025 | KCM Investment Advisors LLC | 105,448 | $26.19M | 0.9% | -2.8% | 0.172% | |
8/6/2025 | Aspect Partners LLC | 973 | $242K | 0.1% | +49.5% | 0.002% | |
8/6/2025 | Atlas Legacy Advisors LLC | 36,828 | $9.15M | 2.0% | -1.3% | 0.060% | |
8/6/2025 | Savant Capital LLC | 3,409 | $847K | 0.0% | +13.5% | 0.006% | |
8/6/2025 | Modera Wealth Management LLC | 4,047 | $1.01M | 0.0% | +3.8% | 0.007% | |
8/6/2025 | Mascagni Wealth Management Inc. | 1,633 | $406K | 0.3% | -10.7% | 0.003% | |
8/6/2025 | Golden State Wealth Management LLC | 712 | $177K | 0.0% | -14.6% | 0.001% | |
8/6/2025 | Commonwealth Equity Services LLC | 231,660 | $57.53M | 0.1% | -13.8% | 0.377% | |
8/6/2025 | Summit Wealth Group LLC | 25,123 | $6.24M | 1.6% | +4.0% | 0.041% | |
8/6/2025 | Atlantic Union Bankshares Corp | 1,172 | $291K | 0.0% | N/A | 0.002% | |
8/6/2025 | SP Asset Management LLC | 31,399 | $7.80M | 0.6% | +14.2% | 0.051% | |
8/6/2025 | Simmons Bank | 2,470 | $613K | 0.0% | -2.1% | 0.004% | |
8/5/2025 | Crestwood Advisors Group LLC | 1,249 | $310K | 0.0% | -24.9% | 0.002% | |
8/5/2025 | McGinn Penninger Investment Management Inc. | 2,737 | $680K | 0.4% | -8.5% | 0.004% | |
8/5/2025 | Huntington National Bank | 1,320 | $328K | 0.0% | -7.0% | 0.002% | |
8/5/2025 | Westside Investment Management Inc. | 11,765 | $2.93M | 0.5% | +2.8% | 0.019% | |
8/5/2025 | Bank of Montreal Can | 25,505 | $6.33M | 0.0% | +10.7% | 0.042% | |
8/5/2025 | Sigma Planning Corp | 8,177 | $2.03M | 0.1% | -4.7% | 0.013% | |
8/5/2025 | EPG Wealth Management LLC | 510 | $127K | 0.0% | -16.0% | 0.001% | |
8/5/2025 | Mission Wealth Management LP | 4,499 | $1.12M | 0.0% | -7.3% | 0.007% | |
8/5/2025 | TIAA Trust National Association | 15,889 | $3.95M | 0.0% | -11.5% | 0.026% | |
8/5/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,159 | $1.03M | 0.1% | +20.6% | 0.007% | |
8/5/2025 | Elm Partners Management LLC | 4,619 | $1.15M | 0.1% | +146.7% | 0.008% | |
8/5/2025 | Welch & Forbes LLC | 2,352 | $584K | 0.0% | -1.9% | 0.004% | |
8/5/2025 | American Institute for Advanced Investment Management LLP | 1,066 | $265K | 0.2% | -15.8% | 0.002% | |
8/4/2025 | Center for Financial Planning Inc. | 778 | $193K | 0.0% | -6.9% | 0.001% | |
8/4/2025 | Jim Saulnier & Associates LLC | 933 | $232K | 0.2% | N/A | 0.002% | |
8/4/2025 | AlphaStar Capital Management LLC | 1,536 | $382K | 0.0% | -11.0% | 0.003% | |
8/4/2025 | Integrity Alliance LLC. | 1,101 | $273K | 0.0% | -24.8% | 0.002% | |
8/4/2025 | Bordeaux Wealth Advisors LLC | 45,823 | $11.38M | 1.5% | -0.3% | 0.075% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 11,310 | $2.81M | 0.2% | +29.6% | 0.018% | |
8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 3,081 | $765K | 0.1% | -8.9% | 0.005% | |
8/4/2025 | Kovack Advisors Inc. | 1,902 | $472K | 0.0% | -3.0% | 0.003% | |
8/4/2025 | Pinnacle Associates Ltd. | 4,226 | $1.05M | 0.0% | +1.8% | 0.007% | |
8/4/2025 | Mesirow Financial Investment Management Inc. | 912 | $226K | 0.0% | N/A | 0.001% | |
8/4/2025 | BLB&B Advisors LLC | 1,356 | $337K | 0.0% | -21.8% | 0.002% | |
8/4/2025 | One Day In July LLC | 10,668 | $2.65M | 0.2% | +21.5% | 0.017% | |
8/4/2025 | Atria Investments Inc | 12,894 | $3.20M | 0.0% | +1.3% | 0.021% | |
8/4/2025 | FRG Family Wealth Advisors LLC | 7,318 | $1.82M | 0.3% | -23.5% | 0.012% | |
8/4/2025 | Grant Street Asset Management Inc. | 1,723 | $428K | 0.1% | -22.3% | 0.003% | |
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. |
8/4/2025 | Assetmark Inc. | 13,142 | $3.26M | 0.0% | +222.2% | 0.021% | |
8/4/2025 | HBK Sorce Advisory LLC | 2,663 | $661K | 0.0% | -6.9% | 0.004% | |
8/4/2025 | Spire Wealth Management | 3,198 | $794K | 0.0% | -14.8% | 0.005% | |
8/4/2025 | Arkadios Wealth Advisors | 5,068 | $1.26M | 0.0% | +9.4% | 0.008% | |
8/4/2025 | World Investment Advisors | 2,889 | $717K | 0.0% | -1.8% | 0.005% | |
8/4/2025 | Flagship Harbor Advisors LLC | 1,659 | $412K | 0.0% | -18.4% | 0.003% | |
8/4/2025 | Daymark Wealth Partners LLC | 2,929 | $727K | 0.0% | -3.2% | 0.005% | |
8/4/2025 | WNY Asset Management LLC | 5,580 | $1.39M | 0.2% | +6.9% | 0.009% | |
8/4/2025 | Wealth Management Associates Inc. | 2,211 | $549K | 0.2% | -2.0% | 0.004% | |
8/1/2025 | Planning Directions Inc. | 4,001 | $993K | 0.6% | -19.6% | 0.007% | |