2/18/2025 | Fourth Dimension Wealth LLC | 10,002 | $225K | 0.1% | N/A | 0.069% | |
2/18/2025 | Elequin Capital LP | 1,120 | $25K | 0.0% | -62.4% | 0.008% | |
2/17/2025 | Waverly Advisors LLC | 45,973 | $1.03M | 0.0% | +25.7% | 0.319% | |
2/17/2025 | Willis Johnson & Associates Inc. | 104,750 | $2.36M | 0.2% | -3.3% | 0.727% | |
2/17/2025 | Visionary Wealth Advisors | 20,320 | $457K | 0.0% | -64.5% | 0.141% | |
2/17/2025 | Eagle Global Advisors LLC | 25,884 | $582K | 0.0% | +73.9% | 0.180% | |
2/17/2025 | Cetera Investment Advisers | 46,838 | $1.05M | 0.0% | -9.3% | 0.325% | |
2/17/2025 | Bank of America Corp DE | 443,331 | $9.97M | 0.0% | +7.7% | 3.079% | |
2/17/2025 | Ameriprise Financial Inc. | 148,721 | $3.34M | 0.0% | +5.7% | 1.033% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 1,429,931 | $32.15M | 0.1% | +4.8% | 9.930% | |
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2/14/2025 | Jane Street Group LLC | 20,143 | $453K | 0.0% | -75.1% | 0.140% | |
2/14/2025 | Comerica Bank | 20,064 | $451K | 0.0% | +58.4% | 0.139% | |
2/14/2025 | Coppell Advisory Solutions LLC | 2,353 | $53K | 0.0% | +546.4% | 0.016% | |
2/14/2025 | Stifel Financial Corp | 23,700 | $533K | 0.0% | -7.1% | 0.165% | |
2/14/2025 | OneDigital Investment Advisors LLC | 29,396 | $661K | 0.0% | +13.2% | 0.204% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 1,300 | $29K | 0.0% | N/A | 0.009% | |
2/13/2025 | NewEdge Advisors LLC | 33,317 | $749K | 0.0% | -27.9% | 0.231% | |
2/13/2025 | Mariner LLC | 29,419 | $661K | 0.0% | +226.9% | 0.204% | |
2/13/2025 | Trustmark National Bank Trust Department | 43,168 | $970K | 0.1% | -3.3% | 0.300% | |
2/13/2025 | First Foundation Advisors | 137,459 | $3.09M | 0.1% | -0.5% | 0.955% | |
2/13/2025 | Raymond James Financial Inc. | 110,526 | $2.49M | 0.0% | N/A | 0.768% | |
2/13/2025 | Cerity Partners LLC | 15,662 | $352K | 0.0% | N/A | 0.109% | |
2/13/2025 | Envestnet Asset Management Inc. | 1,473,244 | $33.12M | 0.0% | +4.2% | 10.231% | |
2/13/2025 | Wells Fargo & Company MN | 988,065 | $22.21M | 0.0% | +38.7% | 6.862% | |
2/12/2025 | CIBC Private Wealth Group LLC | 37,114 | $836K | 0.0% | -23.2% | 0.258% | |
2/11/2025 | LPL Financial LLC | 282,928 | $6.36M | 0.0% | -11.3% | 1.965% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 16,771 | $377K | 0.0% | +6.4% | 0.116% | |
2/10/2025 | Commonwealth Equity Services LLC | 245,564 | $5.52M | 0.0% | +5.5% | 1.705% | |
2/10/2025 | Avantax Advisory Services Inc. | 11,543 | $259K | 0.0% | +10.6% | 0.080% | |
2/7/2025 | PFG Advisors | 19,787 | $445K | 0.0% | +2.4% | 0.137% | |
2/7/2025 | HighTower Advisors LLC | 21,222 | $477K | 0.0% | +23.3% | 0.147% | |
2/7/2025 | Cascade Financial Partners LLC | 42,137 | $947K | 0.1% | +5.8% | 0.293% | |
2/7/2025 | Independent Advisor Alliance | 13,604 | $306K | 0.0% | N/A | 0.094% | |
2/7/2025 | Sowell Financial Services LLC | 42,652 | $959K | 0.1% | -22.8% | 0.296% | |
2/6/2025 | Raymond James Financial Inc. | 110,526 | $2.49M | 0.0% | N/A | 0.768% | |
2/6/2025 | Jones Financial Companies Lllp | 27,857 | $626K | 0.0% | +29.9% | 0.193% | |
2/5/2025 | Duncker Streett & Co. Inc. | 1,302 | $29K | 0.0% | N/A | 0.009% | |
2/5/2025 | Bryn Mawr Capital Management LLC | 13,958 | $314K | 0.0% | -11.3% | 0.097% | |
2/4/2025 | Wealthspire Advisors LLC | 84,675 | $1.90M | 0.0% | N/A | 0.588% | |
2/3/2025 | Auour Investments LLC | 14,471 | $330K | 0.1% | +26.1% | 0.100% | |
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2/3/2025 | Concurrent Investment Advisors LLC | 30,929 | $695K | 0.0% | +2.3% | 0.215% | |
2/3/2025 | Jacobson & Schmitt Advisors LLC | 59,144 | $1.33M | 0.3% | +11.8% | 0.411% | |
2/3/2025 | Private Advisor Group LLC | 24,181 | $544K | 0.0% | -5.3% | 0.168% | |
2/3/2025 | Bryn Mawr Capital Management LLC | 13,958 | $314K | 0.0% | -11.3% | 0.097% | |
1/31/2025 | Truist Financial Corp | 159,018 | $3.58M | 0.0% | -8.3% | 1.104% | |
1/31/2025 | Sanctuary Advisors LLC | 48,974 | $1.12M | 0.0% | +5.3% | 0.340% | |
1/31/2025 | Pure Portfolios Holdings LLC | 63,184 | $1.42M | 0.5% | +23.1% | 0.439% | |
1/30/2025 | Allworth Financial LP | 1,838 | $42K | 0.0% | -32.7% | 0.013% | |
1/30/2025 | Roman Butler Fullerton & Co. | 12,722 | $289K | 0.1% | -4.0% | 0.088% | |
1/29/2025 | Pineridge Advisors LLC | 4,397 | $99K | 0.0% | -42.9% | 0.031% | |
1/29/2025 | Ocean Park Asset Management LLC | 63,700 | $1.43M | 0.0% | N/A | 0.442% | |
1/27/2025 | Bleakley Financial Group LLC | 10,816 | $243K | 0.0% | N/A | 0.075% | |
1/27/2025 | Brandywine Oak Private Wealth LLC | 13,858 | $312K | 0.0% | -16.6% | 0.096% | |
1/24/2025 | McAdam LLC | 31,428 | $707K | 0.0% | -8.3% | 0.218% | |
1/24/2025 | Spire Wealth Management | 1,110 | $25K | 0.0% | N/A | 0.008% | |
1/24/2025 | DAVENPORT & Co LLC | 26,999 | $607K | 0.0% | +20.1% | 0.187% | |
1/23/2025 | Allen Capital Group LLC | 25,201 | $567K | 0.1% | +37.7% | 0.175% | |
1/21/2025 | Flagship Harbor Advisors LLC | 12,850 | $289K | 0.0% | N/A | 0.089% | |
1/21/2025 | Johnson Bixby & Associates LLC | 9,455 | $213K | 0.0% | N/A | 0.066% | |
1/17/2025 | Dakota Wealth Management | 237,625 | $5.34M | 0.1% | +7.2% | 1.650% | |
1/15/2025 | Arkadios Wealth Advisors | 11,750 | $264K | 0.0% | N/A | 0.082% | |
1/15/2025 | Occidental Asset Management LLC | 26,944 | $606K | 0.1% | +2.0% | 0.187% | |
1/14/2025 | RMR Wealth Builders | 45,717 | $1.03M | 0.1% | +6.8% | 0.317% | |
1/14/2025 | Cliftonlarsonallen Wealth Advisors LLC | 38,513 | $866K | 0.0% | +119.6% | 0.267% | |
1/14/2025 | Breakwater Capital Group | 76,406 | $1.72M | 0.3% | +5.0% | 0.531% | |
1/13/2025 | BCS Wealth Management | 11,383 | $256K | 0.1% | +15.7% | 0.079% | |
1/13/2025 | Kades & Cheifetz LLC | 71,252 | $1.60M | 0.8% | -1.4% | 0.495% | |
1/13/2025 | Fragasso Financial Advisors Inc | 211,559 | $4.76M | 0.4% | -3.4% | 1.469% | |
1/10/2025 | RMR Wealth Builders | 45,717 | $1.03M | 0.1% | +6.8% | 0.317% | |
1/8/2025 | Innova Wealth Partners | 17,926 | $403K | 0.3% | N/A | 0.124% | |
12/10/2024 | Garden State Investment Advisory Services LLC | 45,350 | $1.03M | 0.3% | N/A | 0.315% | |
11/25/2024 | Sanctuary Advisors LLC | 46,527 | $1.06M | 0.0% | +5.2% | 0.323% | |
11/15/2024 | MML Investors Services LLC | 12,013 | $273K | 0.0% | +6.6% | 0.083% | |
11/15/2024 | Jane Street Group LLC | 80,914 | $1.84M | 0.0% | -66.2% | 0.562% | |
11/15/2024 | Stifel Financial Corp | 25,513 | $580K | 0.0% | +39.6% | 0.177% | |
11/15/2024 | HighTower Advisors LLC | 17,211 | $391K | 0.0% | +2.7% | 0.120% | |
11/15/2024 | Garden State Investment Advisory Services LLC | 45,350 | $1.03M | 0.3% | N/A | 0.315% | |
11/14/2024 | Flow Traders U.S. LLC | 47,305 | $1.08M | 0.1% | N/A | 0.329% | |
11/12/2024 | Allen Capital Group LLC | 18,308 | $416K | 0.1% | -10.9% | 0.127% | |
11/4/2024 | Core Wealth Partners LLC | 16,356 | $372K | 0.2% | N/A | 0.114% | |
10/31/2024 | Blake Schutter Theil Wealth Advisors LLC | 41,000 | $932K | 0.7% | N/A | 0.285% | |
10/31/2024 | Concurrent Investment Advisors LLC | 30,239 | $687K | 0.0% | +10.5% | 0.210% | |
10/30/2024 | Auour Investments LLC | 11,479 | $260K | 0.1% | -22.0% | 0.080% | |
10/29/2024 | Roman Butler Fullerton & Co. | 13,256 | $301K | 0.1% | -23.0% | 0.092% | |
10/28/2024 | Jacobson & Schmitt Advisors LLC | 52,885 | $1.20M | 0.2% | +0.9% | 0.367% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 10,400 | $236K | 0.0% | N/A | 0.072% | |
10/23/2024 | Dakota Wealth Management | 221,614 | $5.04M | 0.1% | -15.2% | 1.539% | |
10/22/2024 | McAdam LLC | 34,266 | $779K | 0.0% | -3.3% | 0.238% | |
10/22/2024 | Private Advisor Group LLC | 25,521 | $580K | 0.0% | +8.2% | 0.177% | |
10/19/2024 | Pure Portfolios Holdings LLC | 51,341 | $1.17M | 0.4% | N/A | 0.357% | |
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad) Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000.
Should you sit on the sideline while this is happening? That's why we put together a 100% FREE 2025 Gold Guide to show you exactly how to protect and grow y |
10/17/2024 | BCS Wealth Management | 9,835 | $223K | 0.1% | N/A | 0.068% | |
10/15/2024 | NBC Securities Inc. | 2,070 | $47K | 0.0% | -68.2% | 0.014% | |
10/15/2024 | Cliftonlarsonallen Wealth Advisors LLC | 17,540 | $399K | 0.0% | +27.8% | 0.122% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 45,239 | $1.03M | 0.0% | -4.0% | 0.314% | |
10/7/2024 | Fragasso Financial Advisors Inc | 219,053 | $4.98M | 0.4% | +1.3% | 1.521% | |
10/2/2024 | Kades & Cheifetz LLC | 72,229 | $1.64M | 0.9% | +2.1% | 0.502% | |
9/5/2024 | Sanctuary Advisors LLC | 44,236 | $982K | 0.0% | N/A | 0.307% | |
8/22/2024 | Cetera Investment Advisers | 85,243 | $1.91M | 0.0% | +1.7% | 0.592% | |
8/21/2024 | Truist Financial Corp | 174,915 | $3.91M | 0.0% | +0.3% | 1.215% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 15,064 | $337K | 0.0% | -14.4% | 0.105% | |