| 8/1/2025 | Motco | 1,437 | $62K | 0.0% | N/A | 0.001% | |
| 8/1/2025 | Cedar Point Capital Partners LLC | 174,609 | $7.48M | 5.3% | -15.6% | 0.061% | |
| 8/1/2025 | JDH Wealth Management LLC | 307,839 | $13.19M | 10.1% | -0.2% | 0.108% | |
| 8/1/2025 | SwitchPoint Financial Planning LLC | 60,782 | $2.60M | 2.1% | +1.2% | 0.021% | |
| 8/1/2025 | Strategic Financial Services Inc. | 857,647 | $36.73M | 2.0% | +0.1% | 0.302% | |
| 8/1/2025 | Zhang Financial LLC | 39,205 | $1.68M | 0.1% | -4.4% | 0.014% | |
| 8/1/2025 | Heritage Wealth Management Inc. Texas | 30,830 | $1.32M | 0.7% | -15.3% | 0.011% | |
| 8/1/2025 | Clark Asset Management LLC | 20,538 | $880K | 0.1% | -8.9% | 0.007% | |
| 8/1/2025 | GWN Securities Inc. | 14,239 | $610K | 0.1% | +36.9% | 0.005% | |
| 8/1/2025 | Advisory Alpha LLC | 93,526 | $4.01M | 0.1% | +5.6% | 0.033% | |
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| 8/1/2025 | SYM FINANCIAL Corp | 1,168 | $50K | 0.0% | +89.6% | 0.000% | |
| 8/1/2025 | First Command Advisory Services Inc. | 472,500 | $20.24M | 0.2% | +3.2% | 0.166% | |
| 8/1/2025 | Red Lighthouse Investment Management LLC | 72,438 | $3.10M | 1.2% | -10.2% | 0.026% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 21,129,796 | $904.99M | 0.3% | +5.5% | 7.442% | |
| 7/31/2025 | Resonant Capital Advisors LLC | 7,919 | $339K | 0.0% | +14.7% | 0.003% | |
| 7/31/2025 | Orion Capital Management LLC | 4,660 | $200K | 0.1% | +133.5% | 0.002% | |
| 7/31/2025 | Schoolcraft Capital LLC | 656,611 | $28.12M | 5.7% | -14.3% | 0.231% | |
| 7/31/2025 | Brighton Jones LLC | 12,343 | $529K | 0.0% | +6.4% | 0.004% | |
| 7/31/2025 | BIP Wealth LLC | 9,894 | $424K | 0.0% | -4.0% | 0.003% | |
| 7/31/2025 | City State Bank | 54,688 | $2.34M | 0.7% | +17.2% | 0.019% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 5,568,690 | $238.50M | 3.2% | -0.4% | 1.961% | |
| 7/31/2025 | Curio Wealth LLC | 16,983 | $727K | 0.3% | +188,600.0% | 0.006% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 110,292 | $4.72M | 1.8% | +2.7% | 0.039% | |
| 7/31/2025 | MN Wealth Advisors LLC | 17,690 | $758K | 0.4% | +11.8% | 0.006% | |
| 7/31/2025 | Trademark Financial Management LLC | 131,151 | $5.62M | 3.4% | +142.0% | 0.046% | |
| 7/31/2025 | LJI Wealth Management LLC | 41,013 | $1.76M | 0.3% | +8.7% | 0.014% | |
| 7/31/2025 | Strata Wealth Advisors LLC | 45,787 | $1.96M | 0.5% | +14.3% | 0.016% | |
| 7/31/2025 | Silver Oak Advisory Group Inc. | 9,815 | $420K | 0.2% | -3.8% | 0.003% | |
| 7/31/2025 | Turning Point Benefit Group Inc. | 27,932 | $1.20M | 0.9% | +43.3% | 0.010% | |
| 7/31/2025 | Planning Center Inc. | 838,187 | $35.90M | 4.0% | -3.1% | 0.295% | |
| 7/30/2025 | Bayshore Asset Management LLC | 459,857 | $19.70M | 9.0% | -1.4% | 0.162% | |
| 7/30/2025 | EnRich Financial Partners LLC | 324,603 | $13.90M | 4.3% | +6.3% | 0.114% | |
| 7/30/2025 | Freedom Investment Management Inc. | 61,760 | $2.65M | 0.2% | +1.8% | 0.022% | |
| 7/30/2025 | Forum Financial Management LP | 393,136 | $16.84M | 0.3% | -2.3% | 0.138% | |
| 7/30/2025 | Caliber Wealth Management LLC KS | 203,429 | $8.71M | 0.9% | N/A | 0.072% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 741,524 | $31.76M | 1.1% | +6.8% | 0.261% | |
| 7/30/2025 | Brookstone Capital Management | 105,355 | $4.51M | 0.1% | +24.3% | 0.037% | |
| 7/30/2025 | Phillips Financial Management LLC | 185,977 | $7.97M | 0.6% | +6.2% | 0.065% | |
| 7/30/2025 | Studio Investment Management LLC | 16,487 | $706K | 0.1% | +5.0% | 0.006% | |
| 7/30/2025 | D.A. Davidson & CO. | 20,926 | $896K | 0.0% | -4.6% | 0.007% | |
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| 7/30/2025 | Gables Capital Management Inc. | 1,000 | $43K | 0.0% | N/A | 0.000% | |
| 7/30/2025 | Jackson Thornton Wealth Management LLC | 1,672,558 | $72.00M | 8.2% | -1.4% | 0.589% | |
| 7/30/2025 | Clune & Associates LTD. | 354,668 | $15.19M | 4.2% | +9.6% | 0.125% | |
| 7/30/2025 | Mills Wealth Advisors LLC | 22,822 | $977K | 0.4% | -4.4% | 0.008% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 70,079 | $3.00M | 0.1% | -4.5% | 0.025% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 702,043 | $30.07M | 0.6% | -3.9% | 0.247% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 27,055 | $1.21M | 0.0% | +1.7% | 0.010% | |
| 7/29/2025 | Disciplined Investments LLC | 302,493 | $12.96M | 5.5% | +6.6% | 0.107% | |
| 7/29/2025 | Schubert & Co | 73,556 | $3.15M | 2.2% | +3.7% | 0.026% | |
| 7/29/2025 | Financial Futures Ltd Liability Co. | 185,442 | $7.94M | 4.3% | +13.5% | 0.065% | |
| 7/29/2025 | Aspiriant LLC | 204,352 | $8.75M | 0.3% | -2.2% | 0.072% | |
| 7/29/2025 | Kondo Wealth Advisors Inc. | 176,679 | $7.58M | 3.3% | -2.3% | 0.062% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 70,773 | $3.03M | 0.0% | +2.0% | 0.025% | |
| 7/29/2025 | Kraft Davis & Associates LLC | 58,750 | $2.57M | 0.7% | +64.3% | 0.021% | |
| 7/29/2025 | Graver Capital Management LLC | 100,086 | $4.29M | 3.8% | +6.7% | 0.035% | |
| 7/29/2025 | Werba Rubin Papier Wealth Management | 215,638 | $9.24M | 1.7% | +1.5% | 0.076% | |
| 7/28/2025 | Dixon Fnancial Services Inc. | 1,337,217 | $57.27M | 28.9% | -0.9% | 0.471% | |
| 7/28/2025 | Wealthspan Partners LLC | 12,751 | $546K | 0.2% | +27.9% | 0.004% | |
| 7/28/2025 | Pettinga Financial Advisors LLC | 56,569 | $2.42M | 0.5% | +524.4% | 0.020% | |
| 7/28/2025 | Morris Financial Concepts Inc. | 24,853 | $1.06M | 0.4% | +45.7% | 0.009% | |
| 7/28/2025 | EQ Wealth Advisors LLC | 180,594 | $7.74M | 5.3% | +22.9% | 0.064% | |
| 7/28/2025 | IFG Advisors LLC | 19,336 | $828K | 0.1% | -1.4% | 0.007% | |
| 7/28/2025 | Disciplined Equity Management Inc. | 403,820 | $17.30M | 10.2% | +11.0% | 0.142% | |
| 7/28/2025 | Sterling Financial Planning Inc. | 321,412 | $13.77M | 4.6% | +1.9% | 0.113% | |
| 7/28/2025 | Delap Wealth Advisory LLC | 70,489 | $3.02M | 1.4% | -1.1% | 0.025% | |
| 7/28/2025 | Harbour Investments Inc. | 683 | $29K | 0.0% | +67.4% | 0.000% | |
| 7/28/2025 | Baker Boyer National Bank | 216,438 | $9.27M | 3.2% | -1.9% | 0.076% | |
| 7/28/2025 | RFG Advisory LLC | 13,954 | $598K | 0.0% | -17.6% | 0.005% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 41,972 | $1.80M | 0.0% | -1.3% | 0.015% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 100,993 | $4.33M | 0.0% | -2.4% | 0.036% | |
| 7/25/2025 | Wealth Architects LLC | 737,195 | $31.57M | 3.2% | -2.2% | 0.260% | |
| 7/25/2025 | Concord Wealth Partners | 3,233 | $138K | 0.0% | +28.5% | 0.001% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 612,876 | $26.25M | 0.2% | -3.6% | 0.216% | |
| 7/25/2025 | Ruedi Wealth Management Inc. | 304,950 | $13.06M | 3.9% | -14.5% | 0.107% | |
| 7/25/2025 | Index Fund Advisors Inc. | 3,162,788 | $135.46M | 7.6% | -0.9% | 1.114% | |
| 7/25/2025 | G2 Capital Management LLC OH | 165,649 | $7.10M | 2.0% | +4.9% | 0.058% | |
| 7/25/2025 | LRI Investments LLC | 367,859 | $15.76M | 1.2% | +1.2% | 0.130% | |
| 7/25/2025 | CWM LLC | 89,666 | $3.84M | 0.0% | +22.2% | 0.032% | |
| 7/25/2025 | Sovereign Financial Group Inc. | 28,303 | $1.21M | 0.2% | +19.2% | 0.010% | |
| 7/25/2025 | Tranquility Partners LLC | 10,779 | $462K | 0.2% | +4.7% | 0.004% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 8,218 | $352K | 0.0% | N/A | 0.003% | |
| 7/25/2025 | Investment Advisory Group LLC | 31,169 | $1.34M | 0.4% | +19.2% | 0.011% | |
| 7/25/2025 | PrairieView Partners LLC | 21,708 | $929K | 0.1% | +22.6% | 0.008% | |
| 7/24/2025 | Fischer Investment Strategies LLC | 185,115 | $7.93M | 5.3% | +25.5% | 0.065% | |
| 7/24/2025 | Financial Connections Group Inc. | 301,334 | $12.91M | 5.3% | +1.6% | 0.106% | |
| 7/24/2025 | JNBA Financial Advisors | 722 | $31K | 0.0% | N/A | 0.000% | |
| 7/24/2025 | FinDec Wealth Services Inc. | 7,809 | $334K | 0.3% | -57.2% | 0.003% | |
| 7/24/2025 | JFS Wealth Advisors LLC | 43,955 | $1.88M | 0.1% | -1.8% | 0.015% | |
| 7/24/2025 | Blue Trust Inc. | 3,741 | $160K | 0.0% | +111.1% | 0.001% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 62,879 | $2.69M | 0.1% | -2.2% | 0.022% | |
This Social Security Shift Could Boost Benefits by 400% (Ad) If you currently collect Social Security—or plan to in the future—this may be one of the most important updates you'll ever see.
A new initiative, linked to President Trump's Executive Order #14196, has the potential to do more than just protect Social Security from collapse...
According to renowned investor Louis Navellier, it could increase benefits by as much as 400%. Click here to watch the urgent briefing now — before this opportunity disappears. |
| 7/24/2025 | Riverchase Wealth Management LLC | 17,069 | $731K | 0.5% | +27.4% | 0.006% | |
| 7/24/2025 | McKinley Carter Wealth Services Inc. | 63,499 | $2.72M | 0.2% | +142.7% | 0.022% | |
| 7/24/2025 | Vantage Point Financial LLC | 39,737 | $1.70M | 0.7% | +0.9% | 0.014% | |
| 7/24/2025 | IFP Advisors Inc | 50,929 | $2.18M | 0.1% | +291.9% | 0.018% | |
| 7/24/2025 | True Link Financial Advisors LLC | 1,097,757 | $47.02M | 3.2% | +0.1% | 0.387% | |
| 7/24/2025 | McElhenny Sheffield Capital Management LLC | 106,000 | $4.54M | 0.3% | N/A | 0.037% | |
| 7/24/2025 | US Bancorp DE | 23,786 | $1.02M | 0.0% | +10.4% | 0.008% | |
| 7/23/2025 | L.K. Benson & Company P.C. | 76,164 | $3.26M | 2.0% | +1.1% | 0.027% | |
| 7/23/2025 | InTrack Investment Management Inc | 72,011 | $3.08M | 2.1% | N/A | 0.025% | |
| 7/23/2025 | Austin Asset Management Co Inc | 218,028 | $9.34M | 1.9% | +2.4% | 0.077% | |
