| 8/7/2025 | Alpha Financial Advisors LLC | 577,833 | $30.83M | 11.9% | +5.0% | 3.090% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 378,980 | $20.22M | 0.3% | +103.5% | 2.027% | |
| 8/5/2025 | Hutchens & Kramer Investment Management Group LLC | 6,971 | $373K | 0.2% | -20.9% | 0.037% | |
| 8/4/2025 | Integrity Alliance LLC. | 195,704 | $10.44M | 0.6% | -0.7% | 1.047% | |
| 8/4/2025 | Assetmark Inc. | 280,704 | $14.98M | 0.0% | +8.6% | 1.501% | |
| 8/1/2025 | Austin Private Wealth LLC | 34,875 | $1.86M | 0.1% | +520.1% | 0.186% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 13,716 | $732K | 0.0% | N/A | 0.073% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 225,824 | $12.05M | 0.0% | +18.7% | 1.208% | |
| 7/31/2025 | Planning Center Inc. | 1,266,696 | $67.59M | 7.5% | +2.5% | 6.960% | |
| 7/30/2025 | Silver Oak Wealth Advisors Services LLC | 69,821 | $3.73M | 2.7% | N/A | 0.384% | |
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| 7/29/2025 | AssuredPartners Investment Advisors LLC | 9,991 | $533K | 0.1% | +89.2% | 0.055% | |
| 7/29/2025 | Werba Rubin Papier Wealth Management | 8,624 | $460K | 0.1% | N/A | 0.047% | |
| 7/28/2025 | Wealthspan Partners LLC | 11,363 | $606K | 0.3% | -9.4% | 0.062% | |
| 7/28/2025 | Verisail Partners LLC | 383,299 | $20.45M | 8.7% | +0.6% | 2.106% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 11,931 | $637K | 0.0% | -12.2% | 0.067% | |
| 7/25/2025 | PrairieView Partners LLC | 850,209 | $45.37M | 4.4% | +2.3% | 4.750% | |
| 7/24/2025 | Vantage Point Financial LLC | 86,368 | $4.61M | 2.0% | +4.1% | 0.483% | |
| 7/24/2025 | Grand Wealth Management LLC | 4,551 | $243K | 0.1% | +4.5% | 0.025% | |
| 7/24/2025 | Wealth Advisors Northwest LLC | 19,835 | $1.06M | 0.6% | +327.2% | 0.111% | |
| 7/22/2025 | Yardley Wealth Management LLC | 192,920 | $10.29M | 5.6% | +3.3% | 1.078% | |
| 7/22/2025 | USAdvisors Wealth Management LLC | 9,997 | $533K | 0.2% | N/A | 0.056% | |
| 7/22/2025 | Vested Financial Planning LLC | 36,079 | $1.93M | 1.7% | -16.7% | 0.202% | |
| 7/21/2025 | Greenwood Capital Associates LLC | 10,968 | $585K | 0.1% | +82.0% | 0.061% | |
| 7/18/2025 | Bridge Generations Wealth Management LLC | 9,420 | $503K | 0.3% | +286.1% | 0.053% | |
| 7/18/2025 | Truist Financial Corp | 53,993 | $2.88M | 0.0% | -2.5% | 0.302% | |
| 7/17/2025 | Mattern Wealth Management LLC | 305,510 | $16.30M | 3.4% | +1.2% | 1.707% | |
| 7/17/2025 | Vermillion Wealth Management Inc. | 162,842 | $8.69M | 4.1% | +6.2% | 0.910% | |
| 7/17/2025 | Porter White Investment Advisors Inc. | 40,358 | $2.15M | 1.0% | +19.8% | 0.225% | |
| 7/16/2025 | TRU Independence Asset Management 2 LLC | 68,699 | $3.67M | 2.5% | -1.8% | 0.384% | |
| 7/14/2025 | Sowell Financial Services LLC | 27,809 | $1.48M | 0.1% | +6.8% | 0.155% | |
| 7/11/2025 | Farther Finance Advisors LLC | 37,050 | $1.98M | 0.0% | +33.6% | 0.207% | |
| 7/10/2025 | Strathmore Capital Advisors Inc. | 178,127 | $9.49M | 4.2% | N/A | 0.995% | |
| 7/9/2025 | Market Street Wealth Management Advisors LLC | 473,893 | $25.29M | 4.1% | +19.1% | 2.693% | |
| 7/8/2025 | Apella Capital LLC | 1,348,633 | $71.92M | 1.9% | +43.9% | 7.663% | |
| 7/7/2025 | Shotwell Rutter Baer Inc | 227,258 | $12.15M | 8.3% | N/A | 1.291% | |
| 7/3/2025 | Lam Group Inc. | 19,010 | $1.01M | 0.7% | -53.8% | 0.109% | |
| 5/30/2025 | Porter White Investment Advisors Inc. | 33,680 | $1.76M | 0.9% | N/A | 0.220% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 11,488 | $600K | 0.0% | +81.7% | 0.075% | |
| 5/20/2025 | Integrity Alliance LLC. | 197,015 | $10.29M | 0.4% | N/A | 1.288% | |
| 5/19/2025 | Jane Street Group LLC | 19,752 | $1.03M | 0.0% | -76.7% | 0.129% | |
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| 5/16/2025 | HFM Investment Advisors LLC | 190,460 | $9.95M | 2.9% | N/A | 1.245% | |
| 5/16/2025 | Copperleaf Capital LLC | 21,453 | $1.12M | 0.7% | -2.4% | 0.140% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 4,832 | $252K | 0.0% | N/A | 0.032% | |
| 5/15/2025 | Betterment LLC | 75,715 | $3.96M | 0.0% | +18.6% | 0.495% | |
| 5/14/2025 | Note Advisors LLC | 19,887 | $1.04M | 0.9% | +16.5% | 0.130% | |
| 5/14/2025 | CreativeOne Wealth LLC | 15,219 | $795K | 0.0% | +41.5% | 0.099% | |
| 5/14/2025 | Hill Investment Group Partners LLC | 910,088 | $47.55M | 6.5% | -0.2% | 5.948% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 20,282 | $1.06M | 0.1% | +1.9% | 0.133% | |
| 5/13/2025 | Elequin Capital LP | 3,238 | $169K | 0.0% | -82.5% | 0.021% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 26,263 | $1.37M | 0.1% | +24.8% | 0.172% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 186,222 | $9.73M | 0.3% | +0.3% | 1.217% | |
| 5/13/2025 | HighTower Advisors LLC | 419,560 | $21.92M | 0.0% | +4.0% | 2.742% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 155,983 | $8.18M | 0.6% | +4.5% | 1.019% | |
| 5/12/2025 | Virtu Financial LLC | 10,535 | $550K | 0.0% | N/A | 0.069% | |
| 5/9/2025 | PrairieView Partners LLC | 831,148 | $43.43M | 4.5% | +4.2% | 5.432% | |
| 5/8/2025 | Tillman Hartley LLC | 7,300 | $381K | 0.1% | N/A | 0.048% | |
| 5/6/2025 | Assetmark Inc. | 258,444 | $13.50M | 0.0% | -2.8% | 1.689% | |
| 5/6/2025 | Grand Wealth Management LLC | 4,357 | $228K | 0.1% | +726.8% | 0.028% | |
| 5/6/2025 | Babb Wealth Advisors LLC | 153,243 | $8.01M | 6.4% | +6.2% | 1.002% | |
| 5/5/2025 | Millstone Evans Group LLC | 12,264 | $641K | 0.4% | +5.5% | 0.080% | |
| 5/5/2025 | IFP Advisors Inc | 12,771 | $667K | 0.0% | +10.8% | 0.083% | |
| 5/5/2025 | Private Advisor Group LLC | 198,409 | $10.37M | 0.1% | +221.3% | 1.297% | |
| 5/2/2025 | Concord Wealth Partners | 1,587 | $83K | 0.0% | N/A | 0.010% | |
| 5/2/2025 | SageOak Financial LLC | 211,526 | $11.05M | 9.8% | +38.2% | 1.374% | |
| 5/1/2025 | United Wealth Management LLC | 591,219 | $30.89M | 9.7% | +2.5% | 3.864% | |
| 5/1/2025 | Bridge Generations Wealth Management LLC | 2,440 | $127K | 0.1% | N/A | 0.016% | |
| 4/30/2025 | TRU Independence Asset Management 2 LLC | 69,981 | $3.66M | 2.7% | +26.8% | 0.457% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 190,168 | $9.94M | 0.0% | +14.0% | 1.243% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 105,110 | $5.49M | 0.1% | +17.9% | 0.687% | |
| 4/28/2025 | Clune & Associates LTD. | 4,296 | $224K | 0.1% | N/A | 0.028% | |
| 4/28/2025 | Vermillion Wealth Management Inc. | 153,341 | $8.01M | 2.4% | +8.6% | 1.002% | |
| 4/25/2025 | Oceanside Advisors LLC | 5,809 | $304K | 0.2% | +6.4% | 0.038% | |
| 4/25/2025 | Yardley Wealth Management LLC | 186,698 | $9.76M | 5.7% | -14.8% | 1.220% | |
| 4/25/2025 | DiNuzzo Private Wealth Inc. | 105,808 | $5.53M | 0.7% | -1.4% | 0.692% | |
| 4/25/2025 | Hutchens & Kramer Investment Management Group LLC | 8,813 | $460K | 0.3% | -24.8% | 0.058% | |
| 4/23/2025 | Alpha Financial Advisors LLC | 550,450 | $28.76M | 12.8% | +2.9% | 3.621% | |
| 4/23/2025 | Mattern Wealth Management LLC | 301,847 | $15.77M | 3.5% | +7.3% | 1.986% | |
| 4/23/2025 | Helen Stephens Group LLC | 4,105 | $214K | 0.1% | N/A | 0.027% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 5,282 | $276K | 0.1% | +19.5% | 0.035% | |
| 4/23/2025 | Vantage Point Financial LLC | 82,953 | $4.33M | 2.2% | +9.0% | 0.546% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 4,976 | $260K | 0.0% | +7.1% | 0.033% | |
| 4/22/2025 | Aspire Private Capital LLC | 8,763 | $458K | 0.1% | +40.3% | 0.058% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 13,584 | $710K | 0.0% | +1.7% | 0.089% | |
| 4/21/2025 | Wealthspan Partners LLC | 12,547 | $656K | 0.3% | -48.1% | 0.083% | |
| 4/18/2025 | Market Street Wealth Management Advisors LLC | 397,836 | $20.79M | 3.5% | N/A | 2.600% | |
| 4/18/2025 | Planning Center Inc. | 1,235,376 | $64.55M | 7.6% | +4.7% | 8.074% | |
| 4/17/2025 | Sowell Financial Services LLC | 26,047 | $1.36M | 0.1% | +5.2% | 0.170% | |
| 4/17/2025 | Verisail Partners LLC | 381,160 | $19.92M | 9.2% | +2.9% | 2.491% | |
| 4/17/2025 | Stewardship Advisors LLC | 11,897 | $622K | 0.2% | +15.9% | 0.078% | |
| 4/17/2025 | Tcfg Wealth Management LLC | 4,901 | $256K | 0.1% | -11.9% | 0.032% | |
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. |
| 4/16/2025 | Lam Group Inc. | 41,125 | $2.15M | 1.6% | -35.2% | 0.269% | |
| 4/16/2025 | Wealth Advisors Northwest LLC | 4,643 | $243K | 0.2% | N/A | 0.030% | |
| 4/15/2025 | Greenwood Capital Associates LLC | 6,026 | $315K | 0.0% | N/A | 0.039% | |
| 4/15/2025 | Two West Capital Advisors LLC | 4,095 | $213K | 0.2% | N/A | 0.027% | |
| 4/15/2025 | Simplicity Wealth LLC | 73,317 | $3.83M | 0.3% | N/A | 0.479% | |
| 4/14/2025 | Farther Finance Advisors LLC | 27,725 | $1.45M | 0.0% | +56.2% | 0.181% | |
| 4/14/2025 | Park Avenue Securities LLC | 90,183 | $4.71M | 0.1% | +0.7% | 0.589% | |
| 4/11/2025 | KFG Wealth Management LLC | 4,460 | $233K | 0.0% | -15.8% | 0.029% | |
| 4/10/2025 | Apella Capital LLC | 936,969 | $48.67M | 1.7% | +186.3% | 6.205% | |
| 4/9/2025 | RFG Advisory LLC | 6,086 | $318K | 0.0% | -47.0% | 0.040% | |
