2/18/2025 | Breakthru Advisory Services LLC | 6,870 | $257K | 0.2% | N/A | 0.280% | |
2/17/2025 | Cetera Investment Advisers | 195,945 | $7.32M | 0.0% | +7.0% | 7.998% | |
2/17/2025 | Benjamin Edwards Inc. | 28,186 | $1.05M | 0.0% | +6.6% | 1.150% | |
2/13/2025 | LaSalle St. Investment Advisors LLC | 24,683 | $922K | 0.3% | N/A | 1.007% | |
2/13/2025 | Raymond James Financial Inc. | 14,378 | $537K | 0.0% | N/A | 0.587% | |
2/13/2025 | Certior Financial Group LLC | 9,516 | $356K | 0.3% | N/A | 0.388% | |
2/13/2025 | Envestnet Asset Management Inc. | 271,898 | $10.16M | 0.0% | +2.5% | 11.098% | |
2/12/2025 | Orion Portfolio Solutions LLC | 37,637 | $1.41M | 0.0% | -0.9% | 1.536% | |
2/11/2025 | LPL Financial LLC | 301,200 | $11.26M | 0.0% | -2.1% | 12.294% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 22,769 | $851K | 0.0% | +15.7% | 0.929% | |
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2/6/2025 | Raymond James Financial Inc. | 14,378 | $537K | 0.0% | N/A | 0.587% | |
2/5/2025 | Private Trust Co. NA | 812 | $30K | 0.0% | +254.6% | 0.033% | |
2/5/2025 | Oppenheimer & Co. Inc. | 6,398 | $239K | 0.0% | -5.2% | 0.261% | |
2/5/2025 | Kovack Advisors Inc. | 7,775 | $291K | 0.0% | -8.5% | 0.317% | |
2/4/2025 | Bank of New York Mellon Corp | 10,856 | $406K | 0.0% | +13.7% | 0.443% | |
2/3/2025 | Concurrent Investment Advisors LLC | 35,011 | $1.31M | 0.0% | +2.3% | 1.429% | |
1/31/2025 | Atria Wealth Solutions Inc. | 11,171 | $417K | 0.0% | -69.4% | 0.456% | |
1/31/2025 | J.W. Cole Advisors Inc. | 15,545 | $581K | 0.0% | +3.8% | 0.634% | |
1/30/2025 | Principal Securities Inc. | 13,839 | $517K | 0.0% | +3.1% | 0.565% | |
1/27/2025 | Financial Advocates Investment Management | 18,698 | $699K | 0.0% | -5.2% | 0.763% | |
1/24/2025 | Golden State Equity Partners | 99,579 | $3.72M | 0.7% | -32.1% | 4.064% | |
11/18/2024 | Asset Allocation Strategies LLC | 5,284 | $202K | 0.1% | N/A | 0.216% | |
11/15/2024 | Orion Portfolio Solutions LLC | 37,982 | $1.45M | 0.0% | -4.0% | 1.550% | |
11/15/2024 | HighTower Advisors LLC | 7,140 | $271K | 0.0% | +23.7% | 0.291% | |
11/15/2024 | Benjamin Edwards Inc. | 26,439 | $1.01M | 0.0% | N/A | 1.079% | |
11/6/2024 | Kovack Advisors Inc. | 8,500 | $325K | 0.0% | -8.5% | 0.347% | |
10/31/2024 | Concurrent Investment Advisors LLC | 34,217 | $1.31M | 0.0% | +217.0% | 1.397% | |
10/25/2024 | Financial Advocates Investment Management | 19,729 | $754K | 0.0% | -5.0% | 0.805% | |
10/25/2024 | Golden State Equity Partners | 116,608 | $4.45M | 1.0% | -10.8% | 4.760% | |
10/24/2024 | J.W. Cole Advisors Inc. | 14,980 | $573K | 0.0% | +15.0% | 0.611% | |
10/11/2024 | Iams Wealth Management LLC | 6,894 | $264K | 0.1% | +4.9% | 0.281% | |
8/22/2024 | Cetera Investment Advisers | 182,504 | $6.46M | 0.0% | +1.8% | 7.449% | |
8/21/2024 | Truist Financial Corp | 28,158 | $997K | 0.0% | -3.7% | 1.149% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 26,282 | $931K | 0.0% | +7.9% | 1.073% | |
8/8/2024 | J.W. Cole Advisors Inc. | 13,031 | $461K | 0.0% | +33.9% | 0.532% | |
8/8/2024 | Envestnet Asset Management Inc. | 267,669 | $9.48M | 0.0% | +0.8% | 10.925% | |
8/2/2024 | Belpointe Asset Management LLC | 33,691 | $1.19M | 0.1% | -8.5% | 1.375% | |
7/31/2024 | Concurrent Investment Advisors LLC | 10,794 | $382K | 0.0% | N/A | 0.441% | |
7/30/2024 | Golden State Equity Partners | 130,733 | $4.62M | 1.0% | N/A | 5.336% | |
7/29/2024 | Financial Advocates Investment Management | 20,762 | $735K | 0.0% | -7.0% | 0.847% | |
URGENT: Someone's Moving Gold Out of London... (Ad) People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong…
They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold.  Go here to learn about my Top Four picks for the coming bull mania. |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 297,429 | $10.53M | 0.0% | -18.1% | 12.140% | |
7/26/2024 | Bank of New York Mellon Corp | 8,818 | $312K | 0.0% | +12.1% | 0.360% | |
7/22/2024 | Atria Wealth Solutions Inc. | 39,911 | $1.41M | 0.0% | +2.0% | 1.629% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 23,387 | $828K | 0.0% | +3.5% | 0.955% | |
5/24/2024 | Cetera Advisors LLC | 27,830 | $996K | 0.0% | +27.9% | 1.136% | |
5/24/2024 | Cetera Investment Advisers | 179,300 | $6.42M | 0.0% | +75.4% | 7.318% | |
5/9/2024 | Orion Portfolio Solutions LLC | 40,065 | $1.43M | 0.0% | -7.9% | 1.635% | |
5/8/2024 | Avantax Advisory Services Inc. | 66,531 | $2.38M | 0.0% | +7.7% | 2.716% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 22,607 | $809K | 0.0% | +19.8% | 0.923% | |
4/30/2024 | J.W. Cole Advisors Inc. | 9,731 | $348K | 0.0% | N/A | 0.397% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 363,173 | $13.00M | 0.1% | +43.5% | 14.823% | |
4/18/2024 | Iams Wealth Management LLC | 7,299 | $256K | 0.2% | -9.1% | 0.252% | |
2/9/2024 | Orion Portfolio Solutions LLC | 43,480 | $1.46M | 0.0% | -4.0% | 1.499% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 253,105 | $8.49M | 0.0% | -3.3% | 8.728% | |
2/8/2024 | Financial Advocates Investment Management | 24,594 | $825K | 0.1% | -2.8% | 0.848% | |
2/7/2024 | Avantax Advisory Services Inc. | 61,783 | $2.07M | 0.0% | +6.5% | 2.130% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 18,871 | $633K | 0.0% | +8.1% | 0.651% | |
2/7/2024 | Iams Wealth Management LLC | 8,031 | $269K | 0.2% | N/A | 0.277% | |
2/7/2024 | Principal Securities Inc. | 10,659 | $358K | 0.0% | N/A | 0.368% | |
2/6/2024 | Private Advisor Group LLC | 8,590 | $288K | 0.0% | -25.7% | 0.296% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 24,378 | $818K | 0.0% | +4.1% | 0.841% | |
2/2/2024 | Golden State Equity Partners | 143,471 | $4.81M | 1.2% | -10.7% | 4.947% | |
2/2/2024 | Truist Financial Corp | 198,669 | $6.67M | 0.0% | -3.6% | 6.851% | |
2/2/2024 | Kovack Advisors Inc. | 9,650 | $324K | 0.0% | -15.0% | 0.333% | |
2/2/2024 | Atria Wealth Solutions Inc. | 60,840 | $2.04M | 0.0% | -3.0% | 2.098% | |
1/25/2024 | International Assets Investment Management LLC | 22,450 | $753K | 0.0% | N/A | 0.774% | |
1/24/2024 | International Assets Investment Management LLC | 22,450 | $753K | 0.0% | N/A | 0.774% | |
1/16/2024 | Raymond James & Associates | 15,389 | $516K | 0.0% | -8.0% | 0.531% | |
1/12/2024 | Advisor Resource Council | 7,120 | $239K | 0.0% | N/A | 0.246% | |
11/16/2023 | Belpointe Asset Management LLC | 39,039 | $1.22M | 0.1% | -10.4% | 1.346% | |
11/13/2023 | LPL Financial LLC | 460,646 | $14.35M | 0.0% | -20.9% | 15.884% | |
11/13/2023 | Envestnet Asset Management Inc. | 274,003 | $8.54M | 0.0% | -2.0% | 9.448% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 17,450 | $544K | 0.0% | N/A | 0.602% | |
11/13/2023 | Kestra Advisory Services LLC | 74,056 | $2.31M | 0.0% | +25.8% | 2.554% | |
11/8/2023 | Atria Wealth Solutions Inc. | 62,710 | $1.95M | 0.0% | -6.0% | 2.162% | |
11/8/2023 | Avantax Advisory Services Inc. | 58,030 | $1.81M | 0.0% | +21.3% | 2.001% | |
11/4/2023 | NBC Securities Inc. | 1,014 | $31K | 0.0% | N/A | 0.035% | |
11/1/2023 | Orion Portfolio Solutions LLC | 45,287 | $1.41M | 0.0% | -6.5% | 1.562% | |
10/27/2023 | Financial Advocates Investment Management | 25,309 | $788K | 0.1% | -3.8% | 0.873% | |
10/24/2023 | Raymond James & Associates | 16,719 | $521K | 0.0% | -12.5% | 0.577% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 261,695 | $8.15M | 0.0% | -21.0% | 9.024% | |
10/23/2023 | Commonwealth Equity Services LLC | 18,793 | $585K | 0.0% | -19.9% | 0.648% | |
10/20/2023 | Golden State Equity Partners | 160,699 | $5.04M | 1.4% | +9.8% | 5.541% | |
10/12/2023 | IFP Advisors Inc | 9,338 | $291K | 0.0% | +61.1% | 0.322% | |
10/12/2023 | HBW Advisory Services LLC | 1,804 | $56K | 0.0% | N/A | 0.062% | |
8/11/2023 | Kestra Advisory Services LLC | 58,846 | $1.94M | 0.0% | +8.5% | 1.995% | |
8/10/2023 | Cetera Advisors LLC | 17,812 | $586K | 0.0% | -16.0% | 0.604% | |
8/10/2023 | Cetera Advisor Networks LLC | 88,432 | $2.91M | 0.0% | -5.2% | 2.998% | |
8/10/2023 | Cetera Investment Advisers | 105,559 | $3.48M | 0.0% | -4.2% | 3.578% | |
8/4/2023 | Envestnet Asset Management Inc. | 279,631 | $9.21M | 0.0% | -3.1% | 9.479% | |
URGENT: Someone's Moving Gold Out of London... (Ad) People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong…
They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold.  Go here to learn about my Top Four picks for the coming bull mania. |
8/4/2023 | IFP Advisors Inc | 5,796 | $132K | 0.0% | +5.7% | 0.196% | |
8/3/2023 | Atria Wealth Solutions Inc. | 66,740 | $2.20M | 0.0% | +42.2% | 2.262% | |
8/1/2023 | Truist Financial Corp | 259,751 | $8.55M | 0.0% | -1.6% | 8.805% | |
7/31/2023 | LPL Financial LLC | 582,217 | $19.17M | 0.0% | +4.3% | 19.736% | |
7/25/2023 | Raymond James & Associates | 19,101 | $629K | 0.0% | +10.9% | 0.647% | |
7/21/2023 | Kovack Advisors Inc. | 11,350 | $374K | 0.0% | -6.6% | 0.385% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 331,139 | $10.90M | 0.0% | +2.6% | 11.225% | |
6/1/2023 | Golden State Equity Partners | 69,314 | $2.23M | 1.2% | N/A | 2.350% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 322,707 | $10.42M | 0.1% | -5.7% | 10.939% | |
5/11/2023 | Financial Advocates Investment Management | 28,413 | $917K | 0.1% | -1.2% | 0.963% | |