| 8/8/2025 | Cetera Investment Advisers | 12,481 | $526K | 0.0% | -7.6% | 0.080% | |
| 8/7/2025 | Cahill Financial Advisors Inc. | 45,327 | $1.91M | 0.2% | -10.0% | 0.292% | |
| 8/6/2025 | S&T Bank PA | 180,350 | $7.60M | 2.3% | +1,715.7% | 1.161% | |
| 8/6/2025 | Csenge Advisory Group | 44,347 | $1.76M | 0.1% | +3.2% | 0.286% | |
| 8/4/2025 | Atria Investments Inc | 76,716 | $3.23M | 0.0% | +182.0% | 0.494% | |
| 8/4/2025 | Assetmark Inc. | 1,223 | $52K | 0.0% | +197.6% | 0.008% | |
| 8/1/2025 | Petra Financial Advisors Inc. | 28,183 | $1.19M | 0.8% | +1.6% | 0.181% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 232,856 | $9.82M | 0.0% | -1.6% | 1.499% | |
| 7/31/2025 | Whipplewood Advisors LLC | 7,109 | $300K | 0.2% | -11.0% | 0.046% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 39,877 | $1.68M | 0.1% | -5.2% | 0.257% | |
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| 7/25/2025 | Concurrent Investment Advisors LLC | 6,630 | $280K | 0.0% | N/A | 0.043% | |
| 7/21/2025 | Ascent Group LLC | 4,841 | $204K | 0.0% | N/A | 0.031% | |
| 7/18/2025 | Lynx Investment Advisory | 14,157 | $597K | 0.4% | +2.7% | 0.091% | |
| 7/18/2025 | Truist Financial Corp | 220,692 | $9.30M | 0.0% | -1.6% | 1.421% | |
| 7/17/2025 | K2 Financial Inc. | 84,926 | $3.58M | 3.2% | -3.4% | 0.547% | |
| 7/17/2025 | LexAurum Advisors LLC | 5,282 | $223K | 0.0% | N/A | 0.034% | |
| 7/16/2025 | Diversified Enterprises LLC | 19,814 | $835K | 0.1% | +16.5% | 0.128% | |
| 7/15/2025 | Accurate Wealth Management LLC | 5,257 | $222K | 0.0% | N/A | 0.034% | |
| 7/11/2025 | Meriwether Wealth & Planning LLC | 14,509 | $612K | 0.4% | -78.5% | 0.094% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 71,875 | $3.03M | 0.0% | +4.6% | 0.466% | |
| 6/16/2025 | Lynx Investment Advisory | 13,791 | $497K | 0.3% | -3.8% | 0.091% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 94,604 | $3.41M | 0.1% | +221.6% | 0.616% | |
| 5/16/2025 | NewEdge Advisors LLC | 42,503 | $1.53M | 0.0% | -4.7% | 0.277% | |
| 5/15/2025 | Royal Bank of Canada | 9,440 | $340K | 0.0% | +58.3% | 0.061% | |
| 5/15/2025 | Calton & Associates Inc. | 14,234 | $513K | 0.1% | N/A | 0.093% | |
| 5/15/2025 | WPG Advisers LLC | 4,074 | $147K | 0.1% | N/A | 0.027% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 42,073 | $1.52M | 0.1% | -1.4% | 0.274% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 121,395 | $4.38M | 0.1% | +312.6% | 0.819% | |
| 5/6/2025 | Cetera Investment Advisers | 13,501 | $487K | 0.0% | +7.7% | 0.091% | |
| 5/5/2025 | OneAscent Financial Services LLC | 27,209 | $981K | 0.1% | N/A | 0.183% | |
| 5/5/2025 | Calton & Associates Inc. | 14,545 | $524K | 0.1% | N/A | 0.098% | |
| 5/5/2025 | Csenge Advisory Group | 42,987 | $1.46M | 0.1% | +13.4% | 0.290% | |
| 5/1/2025 | Marks Group Wealth Management Inc | 37,229 | $1.34M | 0.1% | N/A | 0.251% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 27,515 | $992K | 0.0% | -3.4% | 0.186% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 236,608 | $8.53M | 0.0% | -7.2% | 1.595% | |
| 4/25/2025 | K2 Financial Inc. | 87,885 | $2.90M | 2.8% | +12.8% | 0.593% | |
| 4/23/2025 | Perigon Wealth Management LLC | 24,395 | $880K | 0.0% | -6.2% | 0.164% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 38,271 | $1.38M | 0.0% | -14.1% | 0.258% | |
| 4/22/2025 | Petra Financial Advisors Inc. | 27,747 | $1.00M | 0.8% | -4.4% | 0.187% | |
| 4/21/2025 | Meriwether Wealth & Planning LLC | 67,612 | $2.44M | 1.6% | +15.9% | 0.456% | |
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| 4/21/2025 | Compass Capital Corp MA ADV | 31,840 | $1.15M | 0.6% | -15.0% | 0.215% | |
| 4/17/2025 | Stewardship Advisors LLC | 14,295 | $515K | 0.1% | +17.1% | 0.096% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 68,729 | $2.48M | 0.0% | +6.4% | 0.463% | |
| 4/10/2025 | Whipplewood Advisors LLC | 7,989 | $288K | 0.1% | +14.2% | 0.056% | |
| 4/9/2025 | Merit Financial Group LLC | 69,694 | $2.51M | 0.0% | N/A | 0.489% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 64,618 | $2.50M | 0.0% | +0.8% | 0.463% | |
| 2/24/2025 | United Advisor Group LLC | 10,020 | $387K | 0.1% | -10.1% | 0.073% | |
| 2/17/2025 | Cetera Investment Advisers | 12,536 | $484K | 0.0% | -2.3% | 0.086% | |
| 2/17/2025 | Cahill Financial Advisors Inc. | 59,817 | $2.31M | 0.3% | -18.5% | 0.413% | |
| 2/17/2025 | Bank of America Corp DE | 1,260 | $49K | 0.0% | +183.8% | 0.009% | |
| 2/13/2025 | NewEdge Advisors LLC | 44,585 | $1.72M | 0.0% | -1.0% | 0.307% | |
| 2/13/2025 | Mariner LLC | 7,216 | $279K | 0.0% | N/A | 0.050% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 255,070 | $9.85M | 0.0% | -6.3% | 1.759% | |
| 2/11/2025 | Lynx Investment Advisory | 14,329 | $553K | 0.4% | -7.8% | 0.099% | |
| 2/11/2025 | LPL Financial LLC | 14,621 | $565K | 0.0% | +39.0% | 0.101% | |
| 2/11/2025 | Sei Investments Co. | 10,890,752 | $420.49M | 0.5% | -11.0% | 75.109% | |
| 2/10/2025 | Petra Financial Advisors Inc. | 29,021 | $1.12M | 0.8% | -7.3% | 0.200% | |
| 2/7/2025 | Meriwether Wealth & Planning LLC | 58,321 | $2.25M | 1.6% | N/A | 0.402% | |
| 2/7/2025 | K2 Financial Inc. | 77,880 | $3.02M | 3.0% | N/A | 0.537% | |
| 2/6/2025 | Exencial Wealth Advisors LLC | 42,689 | $1.65M | 0.1% | -14.6% | 0.294% | |
| 2/5/2025 | Whipplewood Advisors LLC | 6,994 | $270K | 0.2% | N/A | 0.048% | |
| 2/4/2025 | MONECO Advisors LLC | 5,217 | $201K | 0.0% | -9.9% | 0.036% | |
| 2/3/2025 | Compass Capital Corp MA ADV | 37,463 | $1.45M | 0.6% | N/A | 0.258% | |
| 2/3/2025 | Private Advisor Group LLC | 18,828 | $727K | 0.0% | +78.7% | 0.130% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 65,002 | $2.51M | 0.0% | N/A | 0.448% | |
| 1/31/2025 | Truist Financial Corp | 244,290 | $9.43M | 0.0% | -6.9% | 1.685% | |
| 1/30/2025 | Csenge Advisory Group | 37,900 | $1.46M | 0.1% | -9.3% | 0.261% | |
| 1/30/2025 | Principal Securities Inc. | 10,394 | $401K | 0.0% | +11.9% | 0.072% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 28,470 | $1.10M | 0.0% | N/A | 0.196% | |
| 1/22/2025 | Perigon Wealth Management LLC | 26,012 | $1.03M | 0.0% | -11.4% | 0.179% | |
| 1/21/2025 | Stewardship Advisors LLC | 12,207 | $471K | 0.1% | +11.4% | 0.084% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 29,419 | $1.14M | 0.0% | N/A | 0.203% | |
| 1/14/2025 | Accurate Wealth Management LLC | 6,000 | $234K | 0.0% | -9.5% | 0.041% | |
| 1/14/2025 | Hart & Patterson Financial Group LLC | 212,007 | $8.19M | 4.0% | -10.5% | 1.462% | |
| 1/13/2025 | AdvisorNet Financial Inc | 1,393 | $54K | 0.0% | -42.1% | 0.010% | |
| 11/15/2024 | Continuum Advisory LLC | 2,864 | $112K | 0.0% | -31.7% | 0.020% | |
| 11/12/2024 | Cahill Financial Advisors Inc. | 73,359 | $2.65M | 0.4% | -1.4% | 0.506% | |
| 11/5/2024 | Lynx Investment Advisory | 15,547 | $562K | 0.4% | +4.3% | 0.107% | |
| 10/30/2024 | United Advisor Group LLC | 11,141 | $402K | 0.1% | -48.7% | 0.077% | |
| 10/28/2024 | Petra Financial Advisors Inc. | 31,318 | $1.13M | 0.7% | +1.4% | 0.216% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 64,086 | $2.32M | 0.0% | +12.5% | 0.442% | |
| 10/22/2024 | Private Advisor Group LLC | 10,537 | $378K | 0.0% | -4.4% | 0.073% | |
| 10/21/2024 | Stewardship Advisors LLC | 10,962 | $396K | 0.1% | N/A | 0.076% | |
| 10/10/2024 | Hart & Patterson Financial Group LLC | 236,893 | $8.56M | 4.1% | -4.2% | 1.634% | |
| 8/21/2024 | Truist Financial Corp | 279,808 | $9.29M | 0.0% | -2.1% | 1.930% | |
| 8/16/2024 | NewEdge Advisors LLC | 39,940 | $1.33M | 0.0% | N/A | 0.275% | |
| 8/13/2024 | Sei Investments Co. | 12,458,386 | $413.62M | 0.6% | -1.4% | 85.920% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 288,987 | $9.59M | 0.0% | -1.4% | 1.993% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 40,609 | $1.35M | 0.0% | +4.3% | 0.280% | |
| 7/19/2024 | MONECO Advisors LLC | 10,688 | $355K | 0.1% | -20.4% | 0.074% | |
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. |
| 7/19/2024 | Petra Financial Advisors Inc. | 30,881 | $1.03M | 0.7% | +67.9% | 0.213% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 56,988 | $1.89M | 0.0% | +4.1% | 0.393% | |
| 7/10/2024 | Csenge Advisory Group | 40,114 | $1.33M | 0.1% | +11.0% | 0.277% | |
| 7/9/2024 | Lynx Investment Advisory | 14,902 | $495K | 0.4% | N/A | 0.103% | |
| 5/7/2024 | Sei Investments Co. | 12,628,947 | $405.91M | 0.6% | N/A | 87.701% | |
| 5/4/2024 | Csenge Advisory Group | 36,149 | $1.16M | 0.1% | N/A | 0.251% | |
| 4/30/2024 | Perigon Wealth Management LLC | 32,236 | $1.04M | 0.0% | N/A | 0.224% | |
| 4/26/2024 | MONECO Advisors LLC | 13,421 | $431K | 0.1% | N/A | 0.093% | |
| 4/23/2024 | Accurate Wealth Management LLC | 7,312 | $217K | 0.1% | N/A | 0.051% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 54,738 | $1.76M | 0.0% | N/A | 0.380% | |
