3/27/2025 | Milestone Asset Management Group LLC | 4,462 | $220K | 0.2% | N/A | 0.013% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 188,752 | $9.33M | 0.0% | +22.6% | 0.539% | |
3/10/2025 | Mattson Financial Services LLC | 6,913 | $332K | 0.1% | +44.4% | 0.020% | |
2/25/2025 | Heck Capital Advisors LLC | 1,242 | $61K | 0.0% | N/A | 0.004% | |
2/18/2025 | Sunbelt Securities Inc. | 18,046 | $889K | 0.1% | +12.5% | 0.053% | |
2/17/2025 | FWL Investment Management LLC | 3,773 | $186K | 0.1% | +221.7% | 0.011% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 22,122 | $1.09M | 0.0% | N/A | 0.065% | |
2/17/2025 | CoreCap Advisors LLC | 11,061 | $547K | 0.0% | +1,152.7% | 0.033% | |
2/17/2025 | Cetera Investment Advisers | 360,135 | $17.79M | 0.0% | +9.5% | 1.065% | |
2/17/2025 | Bank of America Corp DE | 1,123,278 | $55.50M | 0.0% | -1.3% | 3.322% | |
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2/17/2025 | Ameriprise Financial Inc. | 46,612 | $2.30M | 0.0% | -23.5% | 0.138% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 7,095 | $351K | 0.0% | -11.2% | 0.021% | |
2/14/2025 | Comerica Bank | 96,321 | $4.76M | 0.0% | +6.2% | 0.285% | |
2/14/2025 | Lido Advisors LLC | 20,694 | $1.02M | 0.0% | -1.7% | 0.061% | |
2/14/2025 | Beacon Pointe Advisors LLC | 53,630 | $2.65M | 0.0% | +6.4% | 0.159% | |
2/14/2025 | Stifel Financial Corp | 79,237 | $3.92M | 0.0% | +4.4% | 0.234% | |
2/14/2025 | GeoWealth Management LLC | 3,352 | $166K | 0.0% | -29.8% | 0.010% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 5,718 | $304K | 0.0% | +29.6% | 0.017% | |
2/13/2025 | NewEdge Advisors LLC | 75,686 | $3.74M | 0.0% | +16.2% | 0.224% | |
2/13/2025 | Evergreen Capital Management LLC | 498,718 | $24.64M | 0.8% | N/A | 1.475% | |
2/13/2025 | CreativeOne Wealth LLC | 4,942 | $244K | 0.0% | -6.5% | 0.015% | |
2/13/2025 | Mariner LLC | 20,589 | $1.02M | 0.0% | +10.9% | 0.061% | |
2/13/2025 | Keystone Financial Group | 4,955 | $245K | 0.0% | N/A | 0.015% | |
2/13/2025 | Rockefeller Capital Management L.P. | 314,826 | $15.56M | 0.0% | -1.4% | 0.931% | |
2/13/2025 | Glass Jacobson Investment Advisors llc | 867 | $43K | 0.0% | -24.9% | 0.003% | |
2/13/2025 | Raymond James Financial Inc. | 685,004 | $33.85M | 0.0% | N/A | 2.026% | |
2/13/2025 | Advisory Services Network LLC | 54,042 | $2.67M | 0.0% | +11.8% | 0.160% | |
2/13/2025 | Cerity Partners LLC | 41,170 | $2.03M | 0.0% | +10.8% | 0.122% | |
2/13/2025 | Envestnet Asset Management Inc. | 491,460 | $24.28M | 0.0% | +14.1% | 1.454% | |
2/13/2025 | Wells Fargo & Company MN | 1,014,936 | $50.15M | 0.0% | +14.5% | 3.002% | |
2/12/2025 | Arete Wealth Advisors LLC | 4,601 | $227K | 0.0% | -51.6% | 0.014% | |
2/12/2025 | Everstar Asset Management LLC | 4,855 | $240K | 0.2% | -29.2% | 0.014% | |
2/12/2025 | JPMorgan Chase & Co. | 15,308 | $756K | 0.0% | -6.1% | 0.045% | |
2/12/2025 | Ausdal Financial Partners Inc. | 15,474 | $765K | 0.1% | -7.1% | 0.046% | |
2/11/2025 | LPL Financial LLC | 763,739 | $37.74M | 0.0% | +6.9% | 2.259% | |
2/11/2025 | Sykon Capital LLC | 56,811 | $2.81M | 1.0% | +2.3% | 0.168% | |
2/11/2025 | Sei Investments Co. | 82,460 | $4.07M | 0.0% | +22.2% | 0.244% | |
2/11/2025 | ProVise Management Group LLC | 4,422 | $218K | 0.0% | N/A | 0.013% | |
2/10/2025 | Tocqueville Asset Management L.P. | 37,914 | $1.87M | 0.0% | +2.3% | 0.112% | |
2/10/2025 | Flagship Wealth Advisors LLC | 741 | $37K | 0.0% | N/A | 0.002% | |
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 >> |
2/10/2025 | Corient Private Wealth LLC | 12,846 | $635K | 0.0% | +10.2% | 0.038% | |
2/10/2025 | Commonwealth Equity Services LLC | 26,722 | $1.32M | 0.0% | -48.1% | 0.079% | |
2/10/2025 | Madison Investment Advisors LLC | 180,931 | $8.94M | 0.1% | N/A | 0.535% | |
2/10/2025 | Avantax Advisory Services Inc. | 7,166 | $354K | 0.0% | +8.0% | 0.021% | |
2/10/2025 | Austin Wealth Management LLC | 6,696 | $355K | 0.1% | -8.6% | 0.020% | |
2/10/2025 | Farther Finance Advisors LLC | 16,020 | $792K | 0.0% | +5,560.8% | 0.047% | |
2/7/2025 | HighTower Advisors LLC | 59,123 | $2.92M | 0.0% | -4.7% | 0.175% | |
2/7/2025 | Guild Investment Management Inc. | 52,130 | $2.58M | 2.8% | +10.1% | 0.154% | |
2/7/2025 | Cascade Financial Partners LLC | 108,114 | $5.34M | 0.7% | -0.5% | 0.320% | |
2/7/2025 | Wealthfront Advisers LLC | 157,468 | $7.78M | 0.0% | +877.2% | 0.466% | |
2/7/2025 | Endowment Wealth Management Inc. | 10,557 | $522K | 0.4% | +2.2% | 0.031% | |
2/7/2025 | Independent Advisor Alliance | 10,149 | $501K | 0.0% | N/A | 0.030% | |
2/7/2025 | Naviter Wealth LLC | 30,144 | $1.49M | 0.2% | +385.8% | 0.089% | |
2/7/2025 | Ashton Thomas Private Wealth LLC | 80,715 | $3.99M | 0.2% | +2.3% | 0.239% | |
2/6/2025 | Ethos Financial Group LLC | 66,731 | $3.30M | 0.4% | +12.5% | 0.197% | |
2/6/2025 | Black Swift Group LLC | 43,265 | $2.14M | 0.5% | +5.1% | 0.128% | |
2/6/2025 | Raymond James Financial Inc. | 685,004 | $33.85M | 0.0% | N/A | 2.026% | |
2/6/2025 | LVZ Inc. | 10,882 | $538K | 0.1% | +2.2% | 0.032% | |
2/6/2025 | SWS Partners | 5,041 | $249K | 0.1% | -63.3% | 0.015% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 1,571 | $78K | 0.0% | -38.5% | 0.005% | |
2/6/2025 | Jones Financial Companies Lllp | 15,180 | $750K | 0.0% | +78.9% | 0.045% | |
2/5/2025 | Wiser Advisor Group LLC | 13,408 | $662K | 1.0% | +5.8% | 0.040% | |
2/5/2025 | Private Trust Co. NA | 966 | $48K | 0.0% | -18.3% | 0.003% | |
2/5/2025 | Nwam LLC | 5,910 | $292K | 0.0% | -9.2% | 0.017% | |
2/4/2025 | LGL Partners LLC | 16,276 | $804K | 0.1% | +1.9% | 0.048% | |
2/4/2025 | IFP Advisors Inc | 5,997 | $296K | 0.0% | -6.3% | 0.018% | |
2/4/2025 | Capital Advisors Ltd. LLC | 1,666 | $82K | 0.0% | +54.4% | 0.005% | |
2/4/2025 | MONECO Advisors LLC | 7,535 | $372K | 0.0% | +3.9% | 0.022% | |
2/3/2025 | First Horizon Advisors Inc. | 1,018 | $50K | 0.0% | -72.7% | 0.003% | |
2/3/2025 | Private Advisor Group LLC | 33,451 | $1.65M | 0.0% | -20.1% | 0.099% | |
2/3/2025 | Good Life Advisors LLC | 6,734 | $333K | 0.0% | -57.0% | 0.020% | |
1/31/2025 | Global Retirement Partners LLC | 99,379 | $4.91M | 0.1% | +59.5% | 0.294% | |
1/31/2025 | Bank of Jackson Hole Trust | 2,351 | $116K | 0.1% | N/A | 0.007% | |
1/31/2025 | Atria Wealth Solutions Inc. | 23,600 | $1.17M | 0.0% | -1.5% | 0.070% | |
1/31/2025 | D.A. Davidson & CO. | 61,998 | $3.06M | 0.0% | +80.5% | 0.183% | |
1/31/2025 | Americana Partners LLC | 20,462 | $1.01M | 0.0% | +3.4% | 0.061% | |
1/31/2025 | WBH Advisory Inc. | 9,517 | $470K | 0.0% | -3.2% | 0.028% | |
1/31/2025 | J.W. Cole Advisors Inc. | 15,351 | $758K | 0.0% | +13.4% | 0.045% | |
1/30/2025 | L.M. Kohn & Company | 4,845 | $239K | 0.1% | +6.6% | 0.014% | |
1/30/2025 | Principal Securities Inc. | 13,078 | $646K | 0.0% | +7.2% | 0.039% | |
1/30/2025 | Attessa Capital LLC | 50,669 | $2.50M | 1.7% | N/A | 0.150% | |
1/29/2025 | Hibernia Wealth Partners LLC | 5,713 | $282K | 0.2% | -50.0% | 0.017% | |
1/29/2025 | Global Wealth Management Investment Advisory Inc. | 36,253 | $1.79M | 0.4% | +12.5% | 0.107% | |
1/29/2025 | Comprehensive Financial Planning Inc. PA | 10,838 | $536K | 0.5% | N/A | 0.032% | |
1/28/2025 | Stephens Inc. AR | 103,404 | $5.11M | 0.1% | +13.0% | 0.306% | |
1/28/2025 | Apollon Wealth Management LLC | 15,812 | $781K | 0.0% | -3.8% | 0.047% | |
1/28/2025 | Almanack Investment Partners LLC. | 119,987 | $5.93M | 0.9% | -0.2% | 0.355% | |
1/27/2025 | Greenspring Advisors LLC | 4,478 | $221K | 0.0% | N/A | 0.013% | |
1/27/2025 | Silver Oak Securities Incorporated | 14,271 | $703K | 0.1% | +9.7% | 0.042% | |
1/27/2025 | Financial Advocates Investment Management | 36,432 | $1.80M | 0.1% | +74.0% | 0.108% | |
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 >> |
1/27/2025 | Choreo LLC | 13,100 | $645K | 0.0% | +12.9% | 0.039% | |
1/27/2025 | Tectonic Advisors LLC | 231,764 | $11.45M | 0.7% | +0.1% | 0.685% | |
1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 19,800 | $975K | 0.0% | +17.9% | 0.059% | |
1/27/2025 | Stratos Wealth Partners LTD. | 25,320 | $1.25M | 0.0% | +12.9% | 0.075% | |
1/24/2025 | Columbus Macro LLC | 250,115 | $12.36M | 1.7% | N/A | 0.740% | |
1/24/2025 | CCG Wealth Management LLC | 8,903 | $440K | 0.2% | -69.2% | 0.026% | |
1/24/2025 | Golden State Equity Partners | 14,514 | $717K | 0.1% | N/A | 0.043% | |
1/24/2025 | Chicago Partners Investment Group LLC | 6,775 | $341K | 0.0% | N/A | 0.020% | |
1/23/2025 | Heck Capital Advisors LLC | 1,242 | $61K | 0.0% | N/A | 0.004% | |
1/23/2025 | Sonora Investment Management Group LLC | 81,479 | $4.03M | 0.3% | +26.5% | 0.241% | |