4/14/2025 | Farther Finance Advisors LLC | 948 | $51K | 0.0% | N/A | 0.012% | |
2/24/2025 | Ameriflex Group Inc. | 3,646 | $193K | 0.1% | N/A | 0.045% | |
2/17/2025 | Captrust Financial Advisors | 22,048 | $1.15M | 0.0% | -30.4% | 0.233% | |
2/17/2025 | Ameriprise Financial Inc. | 72,249 | $3.78M | 0.0% | -8.0% | 0.763% | |
2/14/2025 | Arkos Global Advisors | 4,822 | $252K | 0.0% | -41.0% | 0.051% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 36,032 | $1.88M | 0.0% | -0.7% | 0.380% | |
2/12/2025 | Summit Financial LLC | 22,045 | $1.15M | 0.0% | +2.8% | 0.233% | |
2/12/2025 | JPMorgan Chase & Co. | 3,389 | $177K | 0.0% | -30.5% | 0.036% | |
2/11/2025 | TIAA Trust National Association | 488,640 | $25.56M | 0.1% | +136.2% | 5.160% | |
2/6/2025 | Jones Financial Companies Lllp | 2,937 | $154K | 0.0% | +397.0% | 0.031% | |
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2/4/2025 | Arbor Investment Advisors LLC | 86,799 | $4.54M | 0.6% | +5.7% | 0.917% | |
12/26/2024 | JPMorgan Chase & Co. | 4,876 | $258K | 0.0% | -83.2% | 0.051% | |
11/18/2024 | TD Private Client Wealth LLC | 6,270 | $331K | 0.0% | +68.7% | 0.066% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 36,274 | $1.92M | 0.0% | N/A | 0.383% | |
11/14/2024 | Flow Traders U.S. LLC | 22,342 | $1.18M | 0.1% | N/A | 0.236% | |
11/14/2024 | Captrust Financial Advisors | 31,683 | $1.67M | 0.0% | -0.8% | 0.335% | |
10/24/2024 | Arbor Investment Advisors LLC | 82,087 | $4.34M | 0.6% | +7.2% | 0.867% | |
10/8/2024 | Parkside Advisors LLC | 10,383 | $548K | 0.1% | -30.9% | 0.110% | |
10/7/2024 | Marathon Strategic Advisors LLC | 5,499 | $290K | 0.3% | -7.9% | 0.058% | |
8/1/2024 | TIAA Trust National Association | 266,495 | $13.76M | 0.0% | +2.9% | 2.814% | |
7/11/2024 | Canandaigua National Bank & Trust Co. | 4,150 | $214K | 0.0% | N/A | 0.044% | |
7/8/2024 | Marathon Strategic Advisors LLC | 5,970 | $308K | 0.4% | -5.0% | 0.063% | |
5/17/2024 | Comerica Bank | 1,700 | $88K | 0.0% | -85.5% | 0.017% | |
5/10/2024 | TIAA Trust National Association | 258,941 | $13.34M | 0.0% | +1.4% | 2.650% | |
5/4/2024 | Gould Asset Management LLC CA | 11,550 | $595K | 0.1% | -11.4% | 0.118% | |
4/30/2024 | Marathon Strategic Advisors LLC | 6,281 | $323K | 0.4% | -8.6% | 0.064% | |
4/23/2024 | Arbor Investment Advisors LLC | 55,648 | $2.87M | 0.4% | +56.9% | 0.547% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 27,306 | $1.40M | 0.0% | -4.1% | 0.177% | |
2/9/2024 | InterOcean Capital Group LLC | 45,090 | $2.31M | 0.1% | -13.1% | 0.291% | |
2/2/2024 | Gould Asset Management LLC CA | 13,030 | $666K | 0.2% | +5.2% | 0.084% | |
1/29/2024 | Arbor Investment Advisors LLC | 35,463 | $1.81M | 0.3% | +56.6% | 0.229% | |
1/23/2024 | TIAA Trust National Association | 255,451 | $13.07M | 0.0% | +34.4% | 1.651% | |
10/27/2023 | TIAA Trust National Association | 190,124 | $9.52M | 0.0% | N/A | 1.229% | |
10/24/2023 | Arbor Investment Advisors LLC | 22,651 | $1.14M | 0.2% | +3.3% | 0.146% | |
10/24/2023 | Gould Asset Management LLC CA | 12,390 | $621K | 0.2% | -24.2% | 0.080% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 28,486 | $1.43M | 0.0% | -29.8% | 0.184% | |
8/9/2023 | Flow Traders U.S. LLC | 59,624 | $3.00M | 0.1% | N/A | 0.385% | |
8/7/2023 | Gould Asset Management LLC CA | 16,340 | $822K | 0.2% | -3.7% | 0.106% | |
7/31/2023 | TIAA FSB | 199,378 | $10.03M | 0.0% | -5.3% | 1.289% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 40,574 | $2.04M | 0.0% | -5.5% | 0.220% | |
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5/11/2023 | Cambridge Investment Research Advisors Inc. | 42,936 | $2.19M | 0.0% | -37.6% | 0.228% | |
5/10/2023 | Arkos Global Advisors | 165,918 | $8.47M | 1.7% | -11.9% | 0.882% | |
5/2/2023 | Gould Asset Management LLC CA | 16,975 | $866K | 0.2% | +2.9% | 0.090% | |
4/21/2023 | Arbor Investment Advisors LLC | 21,990 | $1.12M | 0.2% | -18.5% | 0.117% | |
4/19/2023 | TIAA FSB | 210,622 | $10.75M | 0.0% | -58.4% | 1.119% | |
3/6/2023 | OLD Mission Capital LLC | 1,196 | $60K | 0.0% | N/A | 0.005% | |
2/14/2023 | Arkos Global Advisors | 188,261 | $9.39M | 2.4% | -17.5% | 0.853% | |
2/10/2023 | SVB Wealth LLC | 51,944 | $2.59M | 0.0% | +9.5% | 0.235% | |
2/9/2023 | Sowell Financial Services LLC | 220,070 | $11.00M | 0.7% | +106.9% | 0.997% | |
2/9/2023 | Gould Asset Management LLC CA | 16,490 | $822K | 0.2% | N/A | 0.075% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 68,793 | $3.43M | 0.0% | -8.9% | 0.312% | |
2/6/2023 | Parallel Advisors LLC | 921 | $46K | 0.0% | -50.8% | 0.004% | |
1/27/2023 | Arbor Investment Advisors LLC | 26,984 | $1.35M | 0.3% | +43.5% | 0.122% | |
11/15/2022 | Sowell Financial Services LLC | 106,372 | $5.26M | 0.5% | N/A | 0.411% | |
11/14/2022 | One Wealth Advisors LLC | 5,623 | $278K | 0.1% | +8.7% | 0.021% | |
11/14/2022 | Arkos Global Advisors | 228,298 | $11.28M | 3.4% | -5.6% | 0.858% | |
11/14/2022 | One Capital Management LLC | 314,096 | $15.52M | 0.9% | -2.9% | 1.180% | |
11/9/2022 | SVB Wealth LLC | 47,450 | $2.35M | 0.0% | N/A | 0.178% | |
11/3/2022 | Abbrea Capital LLC | 81,021 | $4.00M | 0.8% | -7.8% | 0.308% | |
11/1/2022 | Allegheny Financial Group LTD | 158,479 | $7.83M | 3.7% | +1.7% | 0.595% | |
11/1/2022 | MAS Advisors LLC | 42,871 | $2.12M | 1.4% | -4.5% | 0.161% | |
11/1/2022 | Arbor Investment Advisors LLC | 18,808 | $929K | 0.2% | +19.6% | 0.071% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 75,495 | $3.73M | 0.0% | +21.7% | 0.276% | |
10/13/2022 | Bennicas & Associates Inc. | 194,140 | $9.59M | 6.1% | -1.6% | 0.709% | |
10/11/2022 | TIAA FSB | 526,173 | $26.00M | 0.1% | -6.4% | 1.919% | |
8/15/2022 | One Wealth Advisors LLC | 5,172 | $270K | 0.1% | N/A | 0.018% | |
8/13/2022 | Flow Traders U.S. LLC | 12,509 | $654K | 0.0% | N/A | 0.043% | |
8/12/2022 | Almanack Investment Partners LLC. | 153,071 | $8.00M | 0.8% | +27.9% | 0.524% | |
8/9/2022 | TIAA FSB | 562,084 | $29.39M | 0.1% | -7.0% | 1.924% | |
8/2/2022 | Abbrea Capital LLC | 87,832 | $4.59M | 0.8% | -3.9% | 0.301% | |
7/29/2022 | Patriot Financial Group Insurance Agency LLC | 6,388 | $334K | 0.1% | +467.3% | 0.022% | |
7/28/2022 | Arbor Investment Advisors LLC | 15,731 | $823K | 0.2% | -9.6% | 0.054% | |
7/15/2022 | Mayflower Financial Advisors LLC | 5,630 | $294K | 0.0% | N/A | 0.019% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 62,036 | $3.24M | 0.0% | -59.9% | 0.206% | |
7/12/2022 | Transcend Capital Advisors LLC | 4,216 | $220K | 0.0% | N/A | 0.014% | |
5/16/2022 | MTC Wealth Management LLC | 93,236 | $5.08M | 1.7% | +4.9% | 0.328% | |
5/12/2022 | Archetype Wealth Partners | 210,894 | $11.49M | 3.0% | +1,476.7% | 0.742% | |
5/12/2022 | Clear Perspectives Financial Planning LLC | 257,576 | $14.03M | 5.3% | -16.7% | 0.911% | |
5/12/2022 | Cambridge Investment Research Advisors Inc. | 154,520 | $8.42M | 0.0% | +342.0% | 0.547% | |
5/11/2022 | Abbrea Capital LLC | 91,367 | $4.98M | 0.7% | +0.4% | 0.323% | |
5/11/2022 | Allegheny Financial Group LTD | 146,951 | $8.01M | 3.4% | +12.0% | 0.520% | |
5/11/2022 | Patriot Financial Group Insurance Agency LLC | 1,126 | $61K | 0.0% | -84.5% | 0.004% | |
5/10/2022 | Tcwp LLC | 9,414 | $512K | 0.1% | N/A | 0.033% | |
5/10/2022 | First Horizon Advisors Inc. | 1,196 | $65K | 0.0% | N/A | 0.004% | |
4/21/2022 | Arbor Investment Advisors LLC | 17,398 | $948K | 0.2% | +6.2% | 0.064% | |
4/15/2022 | Bennicas & Associates Inc. | 197,445 | $10.76M | 5.4% | -0.4% | 0.727% | |
4/13/2022 | TIAA FSB | 604,265 | $32.41M | 0.1% | -8.0% | 2.224% | |
2/14/2022 | One Wealth Advisors LLC | 5,620 | $310K | 0.1% | N/A | 0.022% | |
2/10/2022 | OLD Mission Capital LLC | 3,666 | $202K | 0.0% | -91.0% | 0.014% | |
2/9/2022 | Allegheny Financial Group LTD | 131,243 | $7.24M | 2.7% | +139.9% | 0.505% | |
🥾⛏️👷♂️ What I Learned From Numerous Mine Visits... (Ad) Twenty years ago, I made a decision that changed my life.
Instead of sitting behind a desk analyzing mining stocks like most gold analyst CFAs, I decided to visit every significant gold mine I could.
10+ site visits later, I've confirmed my theory...
That the most profitable mines share three specific characteristics. When you find all three together, the returns can be staggering. Go here to learn about my Top Four picks for the coming bull mania. |
2/9/2022 | MAS Advisors LLC | 40,056 | $2.21M | 1.6% | N/A | 0.154% | |
2/9/2022 | Clear Perspectives Financial Planning LLC | 309,113 | $17.06M | 6.9% | +10.1% | 1.190% | |
2/4/2022 | Abbrea Capital LLC | 90,992 | $5.04M | 0.7% | +41.9% | 0.349% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 34,957 | $1.93M | 0.0% | +13.1% | 0.134% | |
2/2/2022 | Sigma Planning Corp | 94,049 | $5.19M | 0.1% | +11.3% | 0.361% | |
2/1/2022 | TIAA FSB | 657,067 | $35.99M | 0.1% | +0.5% | 2.520% | |
1/31/2022 | One Capital Management LLC | 5,045 | $278K | 0.0% | N/A | 0.019% | |
1/25/2022 | Private Ocean LLC | 1,000 | $55K | 0.0% | N/A | 0.004% | |
1/21/2022 | Arbor Investment Advisors LLC | 16,383 | $904K | 0.2% | +68.2% | 0.063% | |
1/20/2022 | Parallel Advisors LLC | 921 | $51K | 0.0% | -50.0% | 0.003% | |