3/4/2025 | Comprehensive Money Management Services LLC | 15,280 | $149K | 0.1% | N/A | 0.030% | |
2/17/2025 | Quantedge Capital Pte Ltd | 56,497 | $551K | 0.2% | +27.8% | 0.111% | |
2/17/2025 | Logan Stone Capital LLC | 91,912 | $896K | 0.3% | +181.7% | 0.181% | |
2/17/2025 | EP Wealth Advisors LLC | 56,504 | $551K | 0.0% | -3.1% | 0.111% | |
2/17/2025 | Cetera Investment Advisers | 11,581 | $113K | 0.0% | -96.2% | 0.023% | |
2/17/2025 | Captrust Financial Advisors | 103,387 | $1.01M | 0.0% | -2.5% | 0.204% | |
2/17/2025 | Bank of America Corp DE | 504,401 | $4.92M | 0.0% | +4.9% | 0.995% | |
2/14/2025 | AQR Arbitrage LLC | 147,356 | $1.44M | 0.0% | -25.1% | 0.291% | |
2/14/2025 | Stifel Financial Corp | 60,831 | $593K | 0.0% | +10.3% | 0.120% | |
2/14/2025 | Shaker Financial Services LLC | 734,786 | $7.16M | 2.7% | +18.7% | 1.450% | |
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2/13/2025 | 1607 Capital Partners LLC | 149,985 | $1.46M | 0.1% | -9.8% | 0.296% | |
2/13/2025 | NewEdge Advisors LLC | 27,794 | $271K | 0.0% | -5.6% | 0.055% | |
2/13/2025 | Walleye Capital LLC | 47,150 | $460K | 0.0% | +11.9% | 0.093% | |
2/13/2025 | Jaffetilchin Investment Partners LLC | 15,418 | $150K | 0.0% | +12.5% | 0.030% | |
2/13/2025 | Raymond James Financial Inc. | 355,771 | $3.47M | 0.0% | N/A | 0.702% | |
2/13/2025 | Wells Fargo & Company MN | 604,206 | $5.89M | 0.0% | +3.9% | 1.192% | |
2/12/2025 | Landscape Capital Management L.L.C. | 63,644 | $621K | 0.1% | -33.6% | 0.126% | |
2/12/2025 | DKM Wealth Management Inc. | 23,002 | $224K | 0.2% | N/A | 0.045% | |
2/11/2025 | Modern Wealth Management LLC | 1,008,152 | $10.14M | 0.4% | N/A | 1.989% | |
2/11/2025 | LPL Financial LLC | 592,578 | $5.78M | 0.0% | +86.7% | 1.169% | |
2/10/2025 | Advisors Asset Management Inc. | 501,102 | $4.89M | 0.1% | -23.5% | 0.989% | |
2/10/2025 | Commonwealth Equity Services LLC | 150,437 | $1.47M | 0.0% | +4.7% | 0.297% | |
2/7/2025 | HighTower Advisors LLC | 39,663 | $387K | 0.0% | +272.6% | 0.078% | |
2/7/2025 | Moors & Cabot Inc. | 112,421 | $1.10M | 0.1% | +6.7% | 0.222% | |
2/7/2025 | Roberts Glore & Co. Inc. IL | 88,752 | $865K | 0.3% | +1.7% | 0.175% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 432,511 | $4.22M | 0.8% | +14.4% | 0.853% | |
2/6/2025 | Raymond James Financial Inc. | 355,771 | $3.47M | 0.0% | N/A | 0.702% | |
2/6/2025 | Bard Associates Inc. | 154,001 | $1.50M | 0.5% | -14.2% | 0.304% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 20,843 | $203K | 0.0% | +107.8% | 0.041% | |
2/4/2025 | WealthShield Partners LLC | 36,301 | $354K | 0.1% | -11.0% | 0.072% | |
2/4/2025 | Alexander Randolph Advisory Inc. | 991,033 | $9.66M | 9.0% | -0.7% | 1.955% | |
2/3/2025 | Wolverine Asset Management LLC | 353,905 | $3.45M | 0.0% | +88.5% | 0.698% | |
2/3/2025 | Private Advisor Group LLC | 89,992 | $877K | 0.0% | +10.5% | 0.178% | |
1/31/2025 | Mraz Amerine & Associates Inc. | 370,435 | $3.61M | 0.6% | -6.1% | 0.731% | |
1/29/2025 | Allspring Global Investments Holdings LLC | 695,437 | $6.78M | 0.0% | -39.0% | 1.372% | |
1/29/2025 | Sapient Capital LLC | 98,307 | $958K | 0.0% | +2.2% | 0.194% | |
1/28/2025 | Stephens Inc. AR | 12,715 | $124K | 0.0% | N/A | 0.025% | |
1/28/2025 | Apollon Wealth Management LLC | 35,024 | $341K | 0.0% | -13.7% | 0.069% | |
1/24/2025 | Calamos Advisors LLC | 36,395 | $355K | 0.0% | +146.5% | 0.072% | |
1/22/2025 | Revolve Wealth Partners LLC | 15,179 | $148K | 0.0% | N/A | 0.030% | |
Your Retirement Is Caught in the Crossfire (Ad) When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839.
Now… as new tariffs take effect, gold is breaking records again.
You've hopefully already seen this in action… but gold is surpassing $3,000 per ounce for the first time EVER. Go Here to Learn What's Happening and How to Prepare >> |
1/21/2025 | Flagship Harbor Advisors LLC | 547,408 | $5.34M | 0.3% | +7.9% | 1.080% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 29,010 | $283K | 0.0% | N/A | 0.057% | |
11/26/2024 | Peapack Gladstone Financial Corp | 15,864 | $152K | 0.0% | -16.9% | 0.031% | |
11/15/2024 | XTX Topco Ltd | 10,788 | $104K | 0.0% | N/A | 0.021% | |
11/15/2024 | EP Wealth Advisors LLC | 58,294 | $560K | 0.0% | +5.6% | 0.115% | |
11/15/2024 | Stifel Financial Corp | 55,150 | $530K | 0.0% | -8.2% | 0.109% | |
11/15/2024 | HighTower Advisors LLC | 10,644 | $102K | 0.0% | N/A | 0.021% | |
11/14/2024 | Captrust Financial Advisors | 106,063 | $1.02M | 0.0% | +5.0% | 0.209% | |
11/14/2024 | Walleye Capital LLC | 42,151 | $405K | 0.0% | +6.9% | 0.083% | |
11/13/2024 | D.A. Davidson & CO. | 36,372 | $350K | 0.0% | -8.7% | 0.072% | |
11/9/2024 | Landscape Capital Management L.L.C. | 95,858 | $921K | 0.1% | -26.2% | 0.189% | |
11/8/2024 | Moors & Cabot Inc. | 105,376 | $1.01M | 0.1% | -1.7% | 0.208% | |
11/8/2024 | Advisors Asset Management Inc. | 655,095 | $6.30M | 0.1% | -18.3% | 1.293% | |
11/6/2024 | Bard Associates Inc. | 179,501 | $1.73M | 0.6% | -1.6% | 0.354% | |
11/6/2024 | Alexander Randolph Advisory Inc. | 997,924 | $9.59M | 8.5% | +0.1% | 1.969% | |
11/5/2024 | Apollon Wealth Management LLC | 40,603 | $390K | 0.0% | -6.9% | 0.080% | |
11/4/2024 | Wolverine Asset Management LLC | 187,725 | $1.80M | 0.0% | +46.2% | 0.370% | |
11/1/2024 | Heritage Wealth Management Inc. | 19,259 | $185K | 0.1% | N/A | 0.038% | |
10/31/2024 | Hara Capital LLC | 42,560 | $409K | 0.2% | +12.7% | 0.084% | |
10/31/2024 | Shaker Financial Services LLC | 619,270 | $5.95M | 2.2% | +7.8% | 1.222% | |
10/24/2024 | Alpha Financial Partners LLC | 10,476 | $101K | 0.1% | N/A | 0.022% | |
10/23/2024 | Mraz Amerine & Associates Inc. | 394,480 | $3.79M | 0.7% | -1.9% | 0.778% | |
10/22/2024 | International Assets Investment Management LLC | 25,527 | $2.66M | 0.0% | +879.2% | 0.050% | |
10/22/2024 | Private Advisor Group LLC | 81,439 | $783K | 0.0% | -3.5% | 0.167% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 1,140,342 | $10.96M | 0.0% | +1.7% | 2.250% | |
9/5/2024 | Sanctuary Advisors LLC | 124,229 | $1.10M | 0.0% | N/A | 0.245% | |
8/22/2024 | Cetera Investment Advisers | 291,075 | $2.68M | 0.0% | +5.1% | 0.598% | |
8/15/2024 | Logan Stone Capital LLC | 37,534 | $345K | 0.1% | +80.4% | 0.077% | |
8/9/2024 | Moors & Cabot Inc. | 107,199 | $985K | 0.1% | +2.0% | 0.220% | |
8/8/2024 | Alexander Randolph Advisory Inc. | 996,865 | $9.16M | 8.6% | +0.2% | 2.049% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 318,672 | $2.93M | 0.6% | +39.3% | 0.655% | |
8/3/2024 | Shaker Financial Services LLC | 574,290 | $5.28M | 2.1% | +17.5% | 1.181% | |
8/2/2024 | Wolverine Asset Management LLC | 128,426 | $1.18M | 0.0% | +579.1% | 0.264% | |
8/1/2024 | Mraz Amerine & Associates Inc. | 402,102 | $3.70M | 0.8% | -3.5% | 0.827% | |
7/31/2024 | Commonwealth Equity Services LLC | 142,679 | $1.31M | 0.0% | -1.0% | 0.293% | |
7/30/2024 | Jaffetilchin Investment Partners LLC | 10,788 | $99K | 0.0% | -59.2% | 0.022% | |
7/29/2024 | Financial Advocates Investment Management | 14,883 | $137K | 0.0% | -52.4% | 0.031% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 1,121,293 | $10.31M | 0.0% | -21.7% | 2.305% | |
7/24/2024 | Family Firm Inc. | 262,532 | $2.41M | 0.3% | +4.1% | 0.540% | |
7/19/2024 | Raymond James & Associates | 283,422 | $2.61M | 0.0% | -6.9% | 0.583% | |
7/17/2024 | Hunter Perkins Capital Management LLC | 13,093 | $120K | 0.0% | -19.9% | 0.027% | |
7/15/2024 | Sapient Capital LLC | 95,295 | $876K | 0.0% | +9.2% | 0.196% | |
7/12/2024 | Diversify Advisory Services LLC | 68,597 | $632K | 0.0% | -3.5% | 0.141% | |
7/10/2024 | CWM LLC | 47,000 | $432K | 0.0% | N/A | 0.097% | |
5/24/2024 | Cetera Advisors LLC | 274,430 | $2.59M | 0.0% | N/A | 0.564% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 26,471 | $250K | 0.0% | +127.2% | 0.054% | |
5/14/2024 | Advisors Asset Management Inc. | 942,077 | $8.90M | 0.2% | -2.6% | 1.937% | |
5/14/2024 | Karpus Management Inc. | 36,054 | $341K | 0.0% | -27.9% | 0.074% | |
5/2/2024 | Family Firm Inc. | 252,093 | $2.38M | 0.6% | -7.8% | 0.518% | |
5/1/2024 | Janney Montgomery Scott LLC | 24,998 | $236K | 0.0% | -22.3% | 0.051% | |
Your Retirement Is Caught in the Crossfire (Ad) When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839.
Now… as new tariffs take effect, gold is breaking records again.
You've hopefully already seen this in action… but gold is surpassing $3,000 per ounce for the first time EVER. Go Here to Learn What's Happening and How to Prepare >> |
5/1/2024 | Diversify Advisory Services LLC | 71,054 | $664K | 0.0% | N/A | 0.146% | |
4/30/2024 | Private Advisor Group LLC | 85,188 | $805K | 0.0% | -4.9% | 0.175% | |
4/30/2024 | Allspring Global Investments Holdings LLC | 1,431,325 | $13.53M | 0.0% | -2.2% | 2.943% | |
4/30/2024 | Commonwealth Equity Services LLC | 144,050 | $1.36M | 0.0% | -2.1% | 0.296% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 228,790 | $2.16M | 0.5% | +12.4% | 0.470% | |
4/23/2024 | Sapient Capital LLC | 87,292 | $825K | 0.0% | +1.9% | 0.179% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 1,431,325 | $13.53M | 0.0% | -2.2% | 2.943% | |
4/18/2024 | Diversified Trust Co | 16,394 | $155K | 0.0% | -29.9% | 0.034% | |
3/1/2024 | ARK & TLK Investments LLC | 22,817 | $211K | 0.1% | N/A | 0.047% | |
2/28/2024 | EP Wealth Advisors LLC | 53,266 | $492K | 0.0% | +2.3% | 0.110% | |