8/8/2025 | Rockefeller Capital Management L.P. | 26,713 | $3.70M | 0.0% | N/A | 1.048% | |
8/7/2025 | Nwam LLC | 2,766 | $390K | 0.0% | -2.9% | 0.108% | |
8/6/2025 | Prospera Financial Services Inc | 3,276 | $453K | 0.0% | -7.3% | 0.128% | |
8/6/2025 | Texas Yale Capital Corp. | 45,853 | $6.35M | 0.2% | +0.9% | 1.798% | |
8/5/2025 | Intellectus Partners LLC | 3,919 | $542K | 0.1% | +2.6% | 0.154% | |
8/4/2025 | Great Lakes Retirement Inc. | 34,787 | $4.81M | 0.6% | +7.8% | 1.364% | |
8/4/2025 | Keybank National Association OH | 1,671 | $231K | 0.0% | N/A | 0.066% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,847 | $256K | 0.0% | -17.5% | 0.072% | |
7/25/2025 | Atria Wealth Solutions Inc. | 3,376 | $467K | 0.0% | +15.4% | 0.132% | |
7/24/2025 | Cross Staff Investments Inc | 7,726 | $1.07M | 0.7% | +7.1% | 0.303% | |
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7/18/2025 | Hudson Value Partners LLC | 13,264 | $1.84M | 0.6% | +27.1% | 0.520% | |
7/18/2025 | Truist Financial Corp | 14,547 | $2.01M | 0.0% | +93.8% | 0.570% | |
7/16/2025 | American National Bank & Trust | 4,036 | $558K | 0.1% | -11.9% | 0.158% | |
7/8/2025 | GK Wealth Management LLC | 5,634 | $780K | 0.7% | -10.6% | 0.223% | |
5/28/2025 | GK Wealth Management LLC | 5,844 | $689K | 0.8% | N/A | 0.234% | |
5/19/2025 | Jane Street Group LLC | 11,962 | $1.41M | 0.0% | +449.5% | 0.488% | |
5/16/2025 | NewEdge Advisors LLC | 59,205 | $6.98M | 0.0% | -18.6% | 2.417% | |
5/15/2025 | Royal Bank of Canada | 2,049 | $242K | 0.0% | -11.6% | 0.084% | |
5/15/2025 | MAI Capital Management | 403 | $48K | 0.0% | N/A | 0.016% | |
5/14/2025 | Flow Traders U.S. LLC | 4,359 | $514K | 0.0% | N/A | 0.178% | |
5/13/2025 | HighTower Advisors LLC | 5,512 | $650K | 0.0% | -55.6% | 0.225% | |
5/12/2025 | Townsquare Capital LLC | 4,965 | $585K | 0.0% | N/A | 0.203% | |
5/9/2025 | Atria Wealth Solutions Inc. | 2,926 | $345K | 0.0% | +50.1% | 0.119% | |
5/8/2025 | Private Advisory Group LLC | 18,519 | $2.18M | 0.2% | N/A | 0.756% | |
5/7/2025 | LPL Financial LLC | 100,359 | $11.83M | 0.0% | -2.8% | 4.096% | |
5/7/2025 | Texas Yale Capital Corp. | 45,438 | $5.36M | 0.2% | +2.9% | 1.855% | |
5/6/2025 | Avantax Advisory Services Inc. | 1,816 | $214K | 0.0% | N/A | 0.074% | |
5/5/2025 | Private Advisor Group LLC | 14,176 | $1.67M | 0.0% | -14.2% | 0.579% | |
5/5/2025 | Nwam LLC | 2,849 | $336K | 0.0% | -5.5% | 0.116% | |
5/1/2025 | SkyOak Wealth LLC | 12,208 | $1.44M | 0.3% | -2.4% | 0.498% | |
4/22/2025 | Hudson Value Partners LLC | 10,439 | $1.23M | 0.5% | +12.6% | 0.413% | |
4/22/2025 | Cohalo Advisory LLC | 333 | $39K | 2.8% | N/A | 0.013% | |
4/17/2025 | Great Lakes Retirement Inc. | 32,267 | $3.80M | 0.5% | +5.5% | 1.275% | |
4/9/2025 | American National Bank & Trust | 4,581 | $540K | 0.1% | -5.6% | 0.181% | |
2/18/2025 | Hudson Value Partners LLC | 9,274 | $1.15M | 0.4% | -21.2% | 0.546% | |
2/17/2025 | Citadel Advisors LLC | 8,483 | $1.05M | 0.0% | -14.2% | 0.499% | |
2/17/2025 | Bank of America Corp DE | 130,780 | $16.23M | 0.0% | +0.4% | 7.693% | |
2/14/2025 | Jane Street Group LLC | 2,177 | $270K | 0.0% | -86.8% | 0.128% | |
2/13/2025 | NewEdge Advisors LLC | 72,739 | $9.03M | 0.1% | -21.0% | 4.279% | |
2/13/2025 | Raymond James Financial Inc. | 3,148 | $391K | 0.0% | N/A | 0.185% | |
D.C.’s secret plan to crush the debt. (Ad) At a recent gathering with some of the most powerful people in America, Jeff discovered the Trump administration’s radical plan to smash the national debt.
He calls it “President Trump’s Project MAFA.”
Jeff’s revealing how to get ahead of it. You can watch it right here. |
2/13/2025 | Texas Yale Capital Corp. | 44,173 | $5.48M | 0.2% | -0.3% | 2.598% | |
2/13/2025 | Envestnet Asset Management Inc. | 2,542 | $315K | 0.0% | N/A | 0.150% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 555 | $69K | 0.0% | N/A | 0.033% | |
2/11/2025 | LPL Financial LLC | 103,215 | $12.81M | 0.0% | -3.7% | 6.071% | |
2/10/2025 | Flagship Wealth Advisors LLC | 500 | $62K | 0.0% | N/A | 0.029% | |
2/7/2025 | HighTower Advisors LLC | 12,402 | $1.54M | 0.0% | -1.5% | 0.730% | |
2/7/2025 | Independent Advisor Alliance | 16,149 | $2.00M | 0.0% | N/A | 0.950% | |
2/6/2025 | Raymond James Financial Inc. | 3,148 | $391K | 0.0% | N/A | 0.185% | |
2/3/2025 | Private Advisor Group LLC | 16,524 | $2.05M | 0.0% | -1.0% | 0.972% | |
2/3/2025 | Hudson Value Partners LLC | 9,274 | $1.15M | 0.4% | -21.2% | 0.546% | |
1/31/2025 | Atria Wealth Solutions Inc. | 1,949 | $242K | 0.0% | N/A | 0.115% | |
1/31/2025 | Truist Financial Corp | 2,692 | $334K | 0.0% | N/A | 0.158% | |
1/31/2025 | Sanctuary Advisors LLC | 6,750 | $882K | 0.0% | -4.6% | 0.397% | |
1/29/2025 | Avestar Capital LLC | 57,306 | $7.11M | 0.6% | +2.3% | 3.371% | |
1/29/2025 | Great Lakes Retirement Inc. | 30,587 | $3.80M | 0.5% | +3.3% | 1.799% | |
1/17/2025 | Atomi Financial Group Inc. | 1,730 | $215K | 0.0% | N/A | 0.102% | |
11/25/2024 | Sanctuary Advisors LLC | 7,073 | $903K | 0.0% | -4.3% | 0.416% | |
11/15/2024 | Jane Street Group LLC | 16,496 | $1.97M | 0.0% | -22.5% | 0.970% | |
11/15/2024 | HighTower Advisors LLC | 12,587 | $1.50M | 0.0% | -1.4% | 0.740% | |
11/13/2024 | Avestar Capital LLC | 56,010 | $6.70M | 0.7% | -0.8% | 3.295% | |
11/12/2024 | Nwam LLC | 3,044 | $364K | 0.0% | N/A | 0.179% | |
11/1/2024 | Lionsbridge Wealth Management LLC | 14,648 | $1.75M | 1.4% | N/A | 0.862% | |
11/1/2024 | Hudson Value Partners LLC | 11,774 | $1.41M | 0.5% | +4.8% | 0.693% | |
10/23/2024 | Great Lakes Retirement Inc. | 29,612 | $3.54M | 0.5% | +4.2% | 1.742% | |
10/22/2024 | Private Advisor Group LLC | 16,688 | $2.00M | 0.0% | +7.4% | 0.982% | |
10/2/2024 | American National Bank & Trust | 7,678 | $918K | 0.1% | -4.3% | 0.452% | |
9/5/2024 | Sanctuary Advisors LLC | 7,394 | $786K | 0.0% | N/A | 0.435% | |
8/16/2024 | NewEdge Advisors LLC | 89,092 | $9.85M | 0.1% | +41.3% | 5.241% | |
8/12/2024 | SkyOak Wealth LLC | 13,008 | $1.44M | 0.3% | -11.0% | 0.765% | |
8/5/2024 | Private Advisor Group LLC | 15,545 | $1.72M | 0.0% | +14.9% | 0.914% | |
7/30/2024 | Hantz Financial Services Inc. | 335 | $37K | 0.0% | N/A | 0.020% | |
7/29/2024 | Hudson Value Partners LLC | 11,235 | $1.24M | 0.5% | +4.8% | 0.661% | |
7/23/2024 | American National Bank | 8,019 | $887K | 0.1% | -4.5% | 0.472% | |
7/9/2024 | Mather Group LLC. | 1,500 | $164K | 0.0% | N/A | 0.088% | |
5/9/2024 | Great Lakes Retirement Inc. | 27,142 | $2.97M | 0.4% | +4.2% | 1.597% | |
5/9/2024 | Hudson Value Partners LLC | 10,716 | $1.17M | 0.5% | +10.0% | 0.630% | |
4/30/2024 | Private Advisor Group LLC | 13,526 | $1.48M | 0.0% | +3.2% | 0.796% | |
4/24/2024 | Fulcrum Equity Management | 9,214 | $1.01M | 1.2% | N/A | 0.542% | |
4/10/2024 | American National Bank | 8,399 | $918K | 0.1% | +15.6% | 0.525% | |
2/12/2024 | Avestar Capital LLC | 44,519 | $4.30M | 0.5% | N/A | 2.782% | |
2/12/2024 | Hudson Value Partners LLC | 9,743 | $934K | 0.4% | +6.6% | 0.609% | |
2/8/2024 | American National Bank | 7,265 | $696K | 0.1% | -18.3% | 0.454% | |
2/5/2024 | Mach 1 Financial Group LLC | 2,213 | $212K | 0.1% | -24.0% | 0.138% | |
1/18/2024 | Great Lakes Retirement Inc. | 26,050 | $2.50M | 0.4% | +8.5% | 1.628% | |
11/9/2023 | UBS Group AG | 44,305 | $3.79M | 0.0% | -0.9% | 2.769% | |
11/8/2023 | HighTower Advisors LLC | 15,816 | $1.35M | 0.0% | -3.8% | 0.989% | |
11/8/2023 | Fort Point Capital Partners LLC | 6,748 | $577K | 0.1% | -2.2% | 0.422% | |
11/3/2023 | Private Advisor Group LLC | 13,077 | $1.12M | 0.0% | +4.5% | 0.817% | |
11/2/2023 | Hudson Value Partners LLC | 9,137 | $781K | 0.4% | N/A | 0.571% | |
11/1/2023 | Nwam LLC | 3,328 | $285K | 0.0% | +3.9% | 0.208% | |
D.C.’s secret plan to crush the debt. (Ad) At a recent gathering with some of the most powerful people in America, Jeff discovered the Trump administration’s radical plan to smash the national debt.
He calls it “President Trump’s Project MAFA.”
Jeff’s revealing how to get ahead of it. You can watch it right here. |
10/25/2023 | Intellectus Partners LLC | 4,325 | $370K | 0.1% | -5.5% | 0.270% | |
10/24/2023 | SkyOak Wealth LLC | 14,608 | $1.25M | 0.4% | -3.1% | 0.913% | |
10/17/2023 | Mach 1 Financial Group LLC | 2,911 | $249K | 0.1% | -5.4% | 0.182% | |
10/10/2023 | American National Bank | 8,895 | $761K | 0.1% | -2.0% | 0.556% | |
8/14/2023 | Fort Point Capital Partners LLC | 6,898 | $589K | 0.1% | -2.4% | 0.431% | |
8/10/2023 | Nwam LLC | 3,204 | $273K | 0.0% | +18.0% | 0.200% | |
8/9/2023 | Precision Wealth Strategies LLC | 5,861 | $500K | 0.8% | -13.5% | 0.366% | |
8/9/2023 | Coastal Investment Advisors Inc. | 304 | $26K | 0.0% | N/A | 0.019% | |
8/3/2023 | Texas Yale Capital Corp. | 44,303 | $3.78M | 0.2% | -0.5% | 2.769% | |
8/3/2023 | Great Lakes Retirement Inc. | 22,650 | $1.93M | 0.3% | +3.5% | 1.416% | |