| 8/6/2025 | Quadrant Private Wealth Management LLC | 4,602 | $272K | 0.1% | N/A | 0.004% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 171,088 | $10.13M | 0.1% | N/A | 0.132% | |
| 8/6/2025 | Washington Trust Bank | 34,433 | $2.04M | 0.2% | -46.2% | 0.027% | |
| 8/6/2025 | Stonebridge Financial Planning Group LLC | 10,698 | $633K | 0.3% | N/A | 0.008% | |
| 8/6/2025 | Moors & Cabot Inc. | 6,729 | $398K | 0.0% | +13.1% | 0.005% | |
| 8/5/2025 | Advisors Preferred LLC | 2,908 | $172K | 0.0% | N/A | 0.002% | |
| 8/5/2025 | Bank of New York Mellon Corp | 274,342 | $16.24M | 0.0% | -7.5% | 0.212% | |
| 8/5/2025 | Bank of Montreal Can | 61,831 | $3.66M | 0.0% | -22.7% | 0.048% | |
| 8/5/2025 | American Institute for Advanced Investment Management LLP | 8,540 | $506K | 0.3% | N/A | 0.007% | |
| 8/4/2025 | Haven Private LLC | 32,771 | $1.94M | 0.9% | N/A | 0.025% | |
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| 8/4/2025 | IFG Advisory LLC | 55,116 | $3.26M | 0.2% | +5.6% | 0.043% | |
| 8/4/2025 | Wolverine Asset Management LLC | 10,350 | $613K | 0.0% | N/A | 0.008% | |
| 8/4/2025 | Mesirow Financial Investment Management Inc. | 25,074 | $1.48M | 0.0% | -22.3% | 0.019% | |
| 8/4/2025 | Simon Quick Advisors LLC | 10,593 | $627K | 0.0% | N/A | 0.008% | |
| 8/4/2025 | Atria Investments Inc | 49,240 | $2.92M | 0.0% | +756.1% | 0.038% | |
| 8/4/2025 | Assetmark Inc. | 1,408,974 | $83.41M | 0.2% | +1,677,250.0% | 1.091% | |
| 8/4/2025 | Keybank National Association OH | 131,958 | $7.81M | 0.0% | -4.4% | 0.102% | |
| 8/1/2025 | Oarsman Capital Inc. | 9,062 | $536K | 0.1% | +9.3% | 0.007% | |
| 8/1/2025 | Corrado Advisors LLC | 38,506 | $2.28M | 1.4% | +6.0% | 0.030% | |
| 8/1/2025 | Motco | 9,276 | $548K | 0.1% | +16.7% | 0.007% | |
| 8/1/2025 | Y Intercept Hong Kong Ltd | 3,578 | $212K | 0.0% | -74.2% | 0.003% | |
| 8/1/2025 | Penobscot Wealth Management | 21,982 | $1.30M | 0.5% | +15.8% | 0.017% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 881,204 | $52.16M | 0.0% | +58.6% | 0.682% | |
| 8/1/2025 | Chilton Capital Management LLC | 475 | $28K | 0.0% | N/A | 0.000% | |
| 7/31/2025 | VestGen Investment Management | 8,504 | $503K | 0.4% | N/A | 0.007% | |
| 7/31/2025 | Brighton Jones LLC | 9,941 | $588K | 0.0% | +3.7% | 0.008% | |
| 7/31/2025 | Waldron Private Wealth LLC | 648,780 | $38.41M | 1.7% | -1.6% | 0.502% | |
| 7/31/2025 | Money Design Co. Ltd. | 505,980 | $29.95M | 1.4% | -10.3% | 0.393% | |
| 7/31/2025 | Arrien Investments Inc. | 82,650 | $4.89M | 3.1% | +2.7% | 0.064% | |
| 7/31/2025 | FSM Wealth Advisors LLC | 175,444 | $10.28M | 1.7% | +9.8% | 0.136% | |
| 7/31/2025 | Hoge Financial Services LLC | 45,298 | $2.68M | 1.7% | -19.4% | 0.035% | |
| 7/30/2025 | Freedom Investment Management Inc. | 8,505 | $503K | 0.0% | +3.7% | 0.007% | |
| 7/29/2025 | Morgan Dempsey Capital Management LLC | 1,101 | $65K | 0.0% | +150.8% | 0.001% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 12,646 | $749K | 0.0% | +1.8% | 0.010% | |
| 7/29/2025 | Angeles Wealth Management LLC | 5,781 | $342K | 0.0% | N/A | 0.004% | |
| 7/29/2025 | Sincerus Advisory LLC | 12,846 | $763K | 0.7% | +10.0% | 0.010% | |
| 7/28/2025 | Harbour Investments Inc. | 1,963 | $116K | 0.0% | -11.5% | 0.002% | |
| 7/28/2025 | Wilmington Savings Fund Society FSB | 37,772 | $2.24M | 0.0% | N/A | 0.029% | |
| 7/25/2025 | Heartland Bank & Trust Co | 306,162 | $18.13M | 8.5% | -6.9% | 0.239% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 17,256 | $1.02M | 0.0% | +181.5% | 0.013% | |
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| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 22,190 | $1.31M | 0.0% | +444.4% | 0.017% | |
| 7/25/2025 | Wealth Architects LLC | 39,896 | $2.36M | 0.2% | -1.6% | 0.031% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 5,247 | $311K | 0.0% | N/A | 0.004% | |
| 7/25/2025 | MGO One Seven LLC | 17,920 | $1.06M | 0.0% | +25.4% | 0.014% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 9,235 | $547K | 0.0% | +130.9% | 0.007% | |
| 7/24/2025 | Comprehensive Money Management Services LLC | 10,219 | $605K | 0.5% | -2.6% | 0.008% | |
| 7/24/2025 | Louisbourg Investments Inc. | 16,677 | $987K | 0.2% | +6.5% | 0.013% | |
| 7/24/2025 | JB Capital LLC | 6,338 | $375K | 0.0% | N/A | 0.005% | |
| 7/24/2025 | Coordinated Financial Services Inc. | 4,756 | $282K | 0.2% | N/A | 0.004% | |
| 7/24/2025 | GFG Capital LLC | 4,060 | $240K | 0.1% | -5.2% | 0.003% | |
| 7/24/2025 | US Bancorp DE | 1,789,138 | $105.92M | 0.1% | +0.8% | 1.402% | |
| 7/23/2025 | Maryland State Retirement & Pension System | 86,906 | $5.15M | 0.1% | -13.5% | 0.068% | |
| 7/23/2025 | Ignite Planners LLC | 4,821 | $285K | 0.0% | N/A | 0.004% | |
| 7/23/2025 | Lakeshore Capital Group Inc. | 9,542 | $565K | 0.5% | -6.7% | 0.007% | |
| 7/22/2025 | Belpointe Asset Management LLC | 20,609 | $1.22M | 0.1% | N/A | 0.016% | |
| 7/22/2025 | Sage Financial Group Inc. | 107,745 | $6.38M | 0.5% | -6.9% | 0.084% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 11,224 | $664K | 0.0% | +42.2% | 0.009% | |
| 7/21/2025 | Ascent Group LLC | 10,561 | $625K | 0.0% | N/A | 0.008% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 1,342 | $79K | 0.0% | N/A | 0.001% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 38,029 | $2.25M | 0.0% | -8.4% | 0.030% | |
| 7/21/2025 | Sageworth Trust Co | 59,049 | $3.50M | 0.2% | N/A | 0.046% | |
| 7/18/2025 | Naples Global Advisors LLC | 160,407 | $9.50M | 0.8% | +2.9% | 0.126% | |
| 7/17/2025 | Greenleaf Trust | 8,771 | $519K | 0.0% | -5.1% | 0.007% | |
| 7/17/2025 | HB Wealth Management LLC | 10,255 | $607K | 0.0% | -6.1% | 0.008% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 146,371 | $8.67M | 0.0% | -1.6% | 0.115% | |
| 7/17/2025 | Capital Insight Partners LLC | 77,023 | $4.56M | 0.8% | -7.3% | 0.060% | |
| 7/17/2025 | Worth Financial Advisory Group LLC | 8,414 | $498K | 0.3% | +27.6% | 0.007% | |
| 7/16/2025 | ORG Partners LLC | 802 | $47K | 0.0% | N/A | 0.001% | |
| 7/16/2025 | American National Bank & Trust | 1,430 | $85K | 0.0% | N/A | 0.001% | |
| 7/16/2025 | Banque Pictet & Cie SA | 30,235 | $1.79M | 0.0% | +1.5% | 0.024% | |
| 7/16/2025 | Perigon Wealth Management LLC | 40,418 | $2.39M | 0.1% | +1.0% | 0.032% | |
| 7/16/2025 | Tassel Capital Management Inc. | 3,970 | $235K | 0.2% | -28.9% | 0.003% | |
| 7/15/2025 | Total Wealth Planning LLC | 80,727 | $4.78M | 0.6% | -2.0% | 0.063% | |
| 7/15/2025 | EWG Elevate Inc. | 16,279 | $964K | 0.3% | N/A | 0.013% | |
| 7/15/2025 | Ballentine Partners LLC | 2,299,155 | $136.11M | 2.1% | +695.2% | 1.802% | |
| 7/15/2025 | Fifth Third Bancorp | 1,340,424 | $79.35M | 0.3% | -0.1% | 1.050% | |
| 7/15/2025 | Droms Strauss Advisors Inc. MO ADV | 48,960 | $2.90M | 0.9% | +3.9% | 0.038% | |
| 7/15/2025 | Kwmg LLC | 6,986 | $414K | 0.0% | -16.5% | 0.005% | |
| 7/14/2025 | Park Avenue Securities LLC | 12,485 | $739K | 0.0% | +84.4% | 0.010% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,246 | $74K | 0.0% | N/A | 0.001% | |
| 7/11/2025 | CX Institutional | 98,891 | $5.85M | 0.2% | -61.4% | 0.078% | |
| 7/11/2025 | UMB Bank n.a. | 1,225 | $73K | 0.0% | N/A | 0.001% | |
| 7/11/2025 | Essex Savings Bank | 3,534 | $209K | 0.0% | N/A | 0.003% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 30,015 | $1.77M | 0.0% | -9.1% | 0.024% | |
| 7/9/2025 | Balefire LLC | 11,361 | $673K | 0.1% | N/A | 0.009% | |
| 7/9/2025 | Beacon Financial Group | 11,518 | $682K | 0.1% | N/A | 0.009% | |
| 7/8/2025 | Boltwood Capital Management | 12,910 | $764K | 0.2% | +12.7% | 0.010% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 1,028 | $61K | 0.0% | N/A | 0.001% | |
| 7/1/2025 | Harbor Investment Advisory LLC | 7,334 | $434K | 0.0% | +33.0% | 0.006% | |
| 5/20/2025 | Focus Partners Wealth | 141,181 | $7.72M | 0.0% | -2.2% | 0.124% | |
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. |
| 5/20/2025 | Nepc LLC | 709,810 | $38.81M | 1.1% | +2.7% | 0.625% | |
| 5/16/2025 | Great Lakes Advisors LLC | 174,921 | $9.56M | 0.1% | +30.6% | 0.154% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 12,425 | $679K | 0.0% | +2.3% | 0.011% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 453,807 | $24.81M | 0.0% | -17.2% | 0.400% | |
| 5/16/2025 | Jones Financial Companies Lllp | 1,783 | $97K | 0.0% | -48.2% | 0.002% | |
| 5/16/2025 | Nepc LLC | 709,810 | $38.81M | 1.1% | +2.7% | 0.625% | |
| 5/16/2025 | NewEdge Advisors LLC | 1,258 | $69K | 0.0% | +17.9% | 0.001% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 60,044 | $3.28M | 0.0% | N/A | 0.053% | |
| 5/16/2025 | Hancock Whitney Corp | 181,894 | $9.94M | 0.3% | +3.9% | 0.160% | |
| 5/16/2025 | Aprio Wealth Management LLC | 32,682 | $1.79M | 0.2% | N/A | 0.029% | |
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