8/1/2025 | Ferguson Shapiro LLC | 3,450 | $444K | 0.1% | -19.4% | 0.011% | |
8/1/2025 | Anson Capital Inc. | 21,522 | $2.77M | 2.2% | -2.9% | 0.070% | |
8/1/2025 | GWN Securities Inc. | 2,155 | $277K | 0.1% | -70.9% | 0.007% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 2,717 | $349K | 0.0% | -46.9% | 0.009% | |
8/1/2025 | Brookwood Investment Group LLC | 12,739 | $1.64M | 0.3% | +336.4% | 0.041% | |
8/1/2025 | Envestnet Asset Management Inc. | 294,732 | $37.91M | 0.0% | +31.6% | 0.958% | |
7/31/2025 | Whipplewood Advisors LLC | 3,490 | $449K | 0.2% | -90.5% | 0.011% | |
7/31/2025 | Cornerstone Management Inc. | 12,091 | $1.56M | 0.3% | N/A | 0.039% | |
7/31/2025 | Briaud Financial Planning Inc | 226 | $29K | 0.0% | N/A | 0.001% | |
7/31/2025 | Longview Financial Advisors Inc. | 2,252 | $290K | 0.2% | -43.4% | 0.007% | |
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7/30/2025 | Principle Wealth Partners LLC | 1,739 | $224K | 0.0% | N/A | 0.006% | |
7/30/2025 | Parcion Private Wealth LLC | 3,212 | $413K | 0.0% | +13.4% | 0.010% | |
7/30/2025 | TFB Advisors LLC | 6,523 | $839K | 0.2% | -1.5% | 0.021% | |
7/30/2025 | Patten Group Inc. | 6,418 | $826K | 0.2% | -4.1% | 0.021% | |
7/30/2025 | Brookstone Capital Management | 3,516 | $452K | 0.0% | +31.1% | 0.011% | |
7/30/2025 | D.A. Davidson & CO. | 2,393 | $308K | 0.0% | +28.2% | 0.008% | |
7/30/2025 | Gimbal Financial | 122,141 | $15.71M | 9.7% | N/A | 0.397% | |
7/30/2025 | Journey Advisory Group LLC | 9,204 | $1.18M | 0.1% | +331.3% | 0.030% | |
7/30/2025 | Fiduciary Planning LLC | 38,726 | $4.98M | 1.6% | -6.4% | 0.126% | |
7/29/2025 | Elevation Capital Advisory LLC | 12,746 | $1.64M | 0.7% | -85.2% | 0.041% | |
7/29/2025 | LMG Wealth Partners LLC | 59,927 | $7.71M | 1.6% | -0.3% | 0.195% | |
7/29/2025 | Chicago Partners Investment Group LLC | 6,542 | $857K | 0.0% | +30.3% | 0.021% | |
7/29/2025 | International Assets Investment Management LLC | 3,276 | $421K | 0.0% | -4.1% | 0.011% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 26,228 | $3.37M | 0.1% | +169.1% | 0.085% | |
7/29/2025 | Manchester Financial Inc. | 103,962 | $13.37M | 2.8% | +38.0% | 0.338% | |
7/29/2025 | Koshinski Asset Management Inc. | 29,653 | $3.81M | 0.3% | +10.2% | 0.096% | |
7/29/2025 | Stratos Wealth Partners LTD. | 20,252 | $2.61M | 0.0% | +4.7% | 0.066% | |
7/29/2025 | AssuredPartners Investment Advisors LLC | 98,815 | $12.71M | 3.1% | +237.7% | 0.321% | |
7/29/2025 | Stratos Wealth Advisors LLC | 33,610 | $4.32M | 0.2% | +81.2% | 0.109% | |
7/29/2025 | Private Trust Co. NA | 3,087 | $397K | 0.0% | -18.1% | 0.010% | |
7/29/2025 | Harbor Asset Planning Inc. | 1,649 | $212K | 0.2% | N/A | 0.005% | |
7/28/2025 | Harbour Investments Inc. | 17,753 | $2.28M | 0.1% | -59.4% | 0.058% | |
7/28/2025 | RFG Advisory LLC | 2,671 | $344K | 0.0% | N/A | 0.009% | |
7/25/2025 | Kellett Wealth Advisors LLC | 34,019 | $4.38M | 2.9% | +6.3% | 0.111% | |
7/25/2025 | Atria Wealth Solutions Inc. | 51,555 | $6.65M | 0.2% | -14.0% | 0.168% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 3,994 | $514K | 0.0% | -26.1% | 0.013% | |
7/25/2025 | Lion Street Advisors LLC | 4,268 | $549K | 0.2% | -30.3% | 0.014% | |
7/25/2025 | MGO One Seven LLC | 7,512 | $966K | 0.0% | -5.1% | 0.024% | |
7/25/2025 | Hazlett Burt & Watson Inc. | 671 | $87K | 0.0% | +24.5% | 0.002% | |
7/25/2025 | Prostatis Group LLC | 19,566 | $2.52M | 0.7% | -19.4% | 0.064% | |
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7/25/2025 | Commonwealth Financial Services LLC | 8,605 | $1.11M | 0.2% | -7.1% | 0.028% | |
7/25/2025 | CWM LLC | 273,609 | $35.19M | 0.1% | -3.9% | 0.889% | |
7/24/2025 | Fischer Investment Strategies LLC | 7,388 | $950K | 0.6% | N/A | 0.024% | |
7/24/2025 | Trust Co. of Toledo NA OH | 9,116 | $1.17M | 0.1% | N/A | 0.030% | |
7/24/2025 | IFP Advisors Inc | 716 | $92K | 0.0% | -54.2% | 0.002% | |
7/24/2025 | Blair William & Co. IL | 41,797 | $5.38M | 0.0% | +1,318.8% | 0.136% | |
7/24/2025 | Mainstay Capital Management LLC ADV | 558,008 | $71.78M | 3.5% | +102.3% | 1.813% | |
7/24/2025 | MFA Wealth Services | 18,716 | $2.41M | 1.8% | +5.9% | 0.061% | |
7/23/2025 | Clear Creek Financial Management LLC | 6,396 | $823K | 0.1% | N/A | 0.021% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 8,788 | $1.13M | 0.1% | -16.1% | 0.029% | |
7/23/2025 | Wealth Management Nebraska | 1,681 | $216K | 0.0% | N/A | 0.005% | |
7/23/2025 | Foresight Capital Management Advisors Inc. | 15,339 | $1.97M | 1.1% | -14.4% | 0.050% | |
7/23/2025 | Elm3 Financial Group LLC | 26,394 | $3.40M | 2.8% | -9.2% | 0.086% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 39,809 | $5.12M | 0.1% | +4.8% | 0.129% | |
7/22/2025 | HRC Wealth Management LLC | 2,669 | $343K | 0.2% | -12.9% | 0.009% | |
7/22/2025 | Belpointe Asset Management LLC | 14,991 | $1.93M | 0.1% | -55.4% | 0.049% | |
7/22/2025 | Merit Financial Group LLC | 31,941 | $4.11M | 0.0% | -57.3% | 0.104% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 12,899 | $1.66M | 0.0% | N/A | 0.042% | |
7/22/2025 | Accel Wealth Management | 21,579 | $2.78M | 0.9% | +3.3% | 0.070% | |
7/21/2025 | Fortis Capital Advisors LLC | 3,574 | $460K | 0.1% | -83.4% | 0.012% | |
7/21/2025 | Jackson Wealth Management LLC | 6,107 | $786K | 0.1% | +2.6% | 0.020% | |
7/21/2025 | Ameritas Advisory Services LLC | 40,580 | $5.22M | 0.3% | -2.1% | 0.132% | |
7/18/2025 | Vicus Capital | 33,680 | $4.33M | 0.4% | +12.2% | 0.109% | |
7/18/2025 | Lowery Thomas LLC | 24,142 | $3.11M | 2.0% | -9.3% | 0.078% | |
7/18/2025 | Institute for Wealth Management LLC. | 47,922 | $6.16M | 0.7% | -0.9% | 0.156% | |
7/18/2025 | Truist Financial Corp | 3,028 | $390K | 0.0% | -89.0% | 0.010% | |
7/17/2025 | Janney Montgomery Scott LLC | 8,492 | $1.09M | 0.0% | -9.0% | 0.028% | |
7/17/2025 | Smith Anglin Financial LLC | 87,802 | $11.29M | 1.0% | +92.0% | 0.285% | |
7/17/2025 | Fifth Third Securities Inc. | 81,712 | $10.51M | 0.8% | +6.4% | 0.266% | |
7/17/2025 | Sound Income Strategies LLC | 22,304 | $2.87M | 0.2% | +182.5% | 0.072% | |
7/17/2025 | Grandview Asset Management LLC | 8,114 | $1.04M | 0.3% | -2.3% | 0.026% | |
7/17/2025 | TBH Global Asset Management LLC | 6,603 | $849K | 0.1% | +196.4% | 0.021% | |
7/16/2025 | Diversified Enterprises LLC | 18,286 | $2.35M | 0.2% | -1.7% | 0.059% | |
7/16/2025 | Independent Wealth Network Inc. | 8,644 | $1.11M | 0.4% | +6.8% | 0.028% | |
7/16/2025 | Swisher Financial Concepts Inc. | 5,992 | $771K | 0.5% | +15.7% | 0.019% | |
7/16/2025 | Maridea Wealth Management LLC | 4,872 | $627K | 0.2% | N/A | 0.016% | |
7/15/2025 | Affinity Wealth Management LLC | 317,585 | $40.85M | 6.5% | -0.6% | 1.032% | |
7/15/2025 | Main Street Group LTD | 2,348 | $302K | 0.1% | +48.4% | 0.008% | |
7/15/2025 | Unified Investment Management | 1,565 | $201K | 0.2% | N/A | 0.005% | |
7/15/2025 | Family Investment Center Inc. | 99,457 | $12.79M | 2.9% | +3.8% | 0.323% | |
7/15/2025 | Financial Partners Group Inc | 106,346 | $13.68M | 1.9% | +53.4% | 0.346% | |
7/14/2025 | MY Wealth Management Inc. | 3,743 | $481K | 0.5% | -8.2% | 0.012% | |
7/14/2025 | Southland Equity Partners LLC | 17,662 | $2.27M | 0.5% | +3.5% | 0.057% | |
7/14/2025 | Park Avenue Securities LLC | 20,721 | $2.67M | 0.0% | +10.8% | 0.067% | |
7/14/2025 | Sowell Financial Services LLC | 12,983 | $1.67M | 0.1% | +6.7% | 0.042% | |
7/11/2025 | Farther Finance Advisors LLC | 5,059 | $651K | 0.0% | +130.2% | 0.016% | |
7/11/2025 | SeaCrest Wealth Management LLC | 5,994 | $771K | 0.1% | +132.4% | 0.019% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 13,088 | $1.68M | 0.2% | -65.0% | 0.043% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 163,732 | $21.39M | 0.0% | -20.9% | 0.532% | |
7/10/2025 | Capital Advisory Group Advisory Services LLC | 4,402 | $566K | 0.2% | -52.9% | 0.014% | |
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. |
7/10/2025 | American Financial Advisors LLC | 3,448 | $444K | 0.1% | -10.4% | 0.011% | |
7/10/2025 | Secure Asset Management LLC | 60,369 | $7.77M | 1.4% | +6.6% | 0.196% | |
7/10/2025 | Sovran Advisors LLC | 11,785 | $1.52M | 0.2% | -19.3% | 0.038% | |
7/9/2025 | Fermata Advisors LLC | 3,213 | $413K | 0.1% | -74.8% | 0.010% | |
7/9/2025 | Breakwater Capital Group | 6,877 | $885K | 0.1% | +116.7% | 0.022% | |
7/9/2025 | ACT Wealth Management LLC | 6,397 | $823K | 0.3% | +6.2% | 0.021% | |
7/7/2025 | Investors Research Corp | 2,734 | $352K | 0.1% | +55.7% | 0.009% | |
7/7/2025 | Verde Capital Management | 15,838 | $2.04M | 0.5% | -2.1% | 0.051% | |
7/7/2025 | Insight Wealth Strategies LLC | 89,549 | $11.52M | 1.5% | +1.7% | 0.291% | |
7/7/2025 | Nova Wealth Management Inc. | 3,548 | $456K | 0.3% | +11.5% | 0.012% | |