4/17/2025 | Sowell Financial Services LLC | 8,352 | $421K | 0.0% | N/A | 0.040% | |
4/17/2025 | Janney Montgomery Scott LLC | 30,915 | $1.56M | 0.0% | -13.2% | 0.147% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 5,500 | $277K | 0.0% | N/A | 0.026% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 25,098 | $1.26M | 0.0% | -7.8% | 0.119% | |
4/16/2025 | Argus Investors Counsel Inc. | 12,641 | $637K | 0.5% | +5.0% | 0.060% | |
4/15/2025 | Laurel Wealth Advisors LLC | 119,770 | $6.03M | 0.9% | +5.3% | 0.569% | |
4/14/2025 | Portside Wealth Group LLC | 53,699 | $2.70M | 0.4% | +2.5% | 0.255% | |
4/11/2025 | Signal Advisors Wealth LLC | 75,689 | $3.81M | 0.4% | +38.9% | 0.359% | |
4/10/2025 | Sugar Maple Asset Management LLC | 27,406 | $1.38M | 1.1% | +47.7% | 0.130% | |
4/10/2025 | Warren Street Wealth Advisors LLC | 92,922 | $4.68M | 1.8% | +10.7% | 0.441% | |
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4/10/2025 | Matrix Trust Co | 25,574 | $1.29M | 0.2% | +2,231.3% | 0.121% | |
4/10/2025 | Portside Wealth Group LLC | 52,365 | $2.63M | 0.5% | -35.4% | 0.249% | |
4/9/2025 | Sweeney & Michel LLC | 30,116 | $1.51M | 0.6% | N/A | 0.143% | |
4/9/2025 | Wallace Advisory Group LLC | 4,020 | $202K | 0.1% | -86.0% | 0.019% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 27,229 | $1.37M | 0.0% | -24.1% | 0.130% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 12,794 | $644K | 0.0% | -21.5% | 0.061% | |
2/18/2025 | Strait & Sound Wealth Management LLC | 238,905 | $11.99M | 5.6% | -6.3% | 1.043% | |
2/18/2025 | JDM Financial Group LLC | 367,857 | $18.46M | 9.6% | +27.6% | 1.606% | |
2/17/2025 | Stadion Money Management LLC | 192,862 | $9.68M | 0.8% | -2.7% | 0.842% | |
2/17/2025 | Stonebrook Private Inc. | 73,898 | $3.71M | 1.0% | +21.2% | 0.323% | |
2/17/2025 | Measured Risk Portfolios Inc. | 27,476 | $1.38M | 1.4% | N/A | 0.120% | |
2/17/2025 | Guardian Wealth Advisors LLC NC | 212,568 | $10.67M | 0.8% | -66.0% | 0.928% | |
2/17/2025 | Focus Partners Wealth | 14,823 | $747K | 0.0% | N/A | 0.065% | |
2/17/2025 | Cary Street Partners Financial LLC | 62,068 | $3.12M | 0.1% | N/A | 0.271% | |
2/17/2025 | Bank of America Corp DE | 423,104 | $21.23M | 0.0% | +60.7% | 1.847% | |
2/17/2025 | Aptus Capital Advisors LLC | 223,642 | $11.22M | 0.1% | -64.8% | 0.976% | |
2/17/2025 | Acorn Financial Advisory Services Inc. ADV | 14,792 | $742K | 0.1% | +62.1% | 0.065% | |
2/14/2025 | Jane Street Group LLC | 73,411 | $3.68M | 0.0% | +520.7% | 0.320% | |
2/14/2025 | Prosperity Consulting Group LLC | 8,678 | $435K | 0.0% | -71.0% | 0.038% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 165,569 | $8.31M | 0.0% | -3.4% | 0.723% | |
2/14/2025 | Susquehanna International Group LLP | 72,247 | $3.63M | 0.0% | +166.1% | 0.315% | |
2/14/2025 | MML Investors Services LLC | 211,337 | $10.61M | 0.0% | +292.2% | 0.922% | |
2/14/2025 | Holcombe Financial Inc. | 6,224 | $312K | 0.3% | N/A | 0.027% | |
2/13/2025 | Evergreen Capital Management LLC | 46,458 | $2.33M | 0.1% | N/A | 0.203% | |
2/13/2025 | Townsquare Capital LLC | 274,694 | $13.78M | 0.2% | -42.2% | 1.199% | |
2/13/2025 | Bank of Montreal Can | 283,120 | $14.21M | 0.0% | +12.9% | 1.236% | |
2/13/2025 | Certior Financial Group LLC | 8,570 | $430K | 0.4% | N/A | 0.037% | |
2/13/2025 | Envestnet Asset Management Inc. | 27,782 | $1.39M | 0.0% | -35.9% | 0.121% | |
2/12/2025 | RWA Wealth Partners LLC | 8,025 | $403K | 0.0% | -42.4% | 0.035% | |
2/12/2025 | Hobbs Group Advisors LLC | 100,514 | $5.04M | 1.9% | +15.7% | 0.439% | |
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2/12/2025 | Orion Portfolio Solutions LLC | 30,896 | $1.55M | 0.0% | -93.6% | 0.135% | |
2/10/2025 | Thrivent Financial for Lutherans | 108,707 | $5.46M | 0.0% | -0.7% | 0.474% | |
2/10/2025 | BlackDiamond Wealth Management LLC | 9,155 | $459K | 0.3% | -48.0% | 0.040% | |
2/10/2025 | Corient Private Wealth LLC | 4,048 | $203K | 0.0% | -48.3% | 0.018% | |
2/10/2025 | Blume Capital Management Inc. | 259,429 | $13.02M | 2.9% | +9.9% | 1.132% | |
2/10/2025 | Commonwealth Equity Services LLC | 5,529 | $277K | 0.0% | -95.5% | 0.024% | |
2/10/2025 | Avantax Advisory Services Inc. | 89,544 | $4.49M | 0.0% | -11.1% | 0.391% | |
2/10/2025 | Farther Finance Advisors LLC | 2,561 | $129K | 0.0% | -86.3% | 0.011% | |
2/7/2025 | HighTower Advisors LLC | 9,462 | $475K | 0.0% | N/A | 0.041% | |
2/7/2025 | SoundView Advisors Inc. | 457,561 | $22.96M | 9.5% | N/A | 1.997% | |
2/6/2025 | Carrera Capital Advisors | 2,243,110 | $112.98M | 26.4% | +20.1% | 9.791% | |
2/6/2025 | Crew Capital Management Ltd. | 12,491 | $627K | 0.5% | N/A | 0.055% | |
2/5/2025 | WT Wealth Management | 20,031 | $1.01M | 0.3% | -5.2% | 0.087% | |
2/4/2025 | Exchange Capital Management Inc. | 31,339 | $1.57M | 0.2% | -30.8% | 0.137% | |
2/3/2025 | Sigma Planning Corp | 142,103 | $7.13M | 0.2% | -9.4% | 0.620% | |
2/3/2025 | Pasadena Private Wealth LLC | 4,464 | $224K | 0.0% | -93.7% | 0.019% | |
1/31/2025 | Global Retirement Partners LLC | 4,517 | $227K | 0.0% | +6.9% | 0.020% | |
1/31/2025 | 3EDGE Asset Management LP | 1,009,558 | $50.66M | 3.1% | -60.4% | 4.407% | |
1/31/2025 | Bank of Jackson Hole Trust | 1,111 | $56K | 0.0% | N/A | 0.005% | |
1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 6,753 | $339K | 0.0% | -9.8% | 0.029% | |
1/31/2025 | Truist Financial Corp | 6,129 | $308K | 0.0% | N/A | 0.027% | |
1/30/2025 | Valmark Advisers Inc. | 6,116 | $307K | 0.0% | N/A | 0.027% | |
1/30/2025 | Ellis Investment Partners LLC | 4,162 | $209K | 0.0% | N/A | 0.018% | |
1/30/2025 | Ellis Investment Partners LLC | 4,162 | $209K | 0.0% | N/A | 0.018% | |
1/30/2025 | WealthPlan Investment Management LLC | 14,690 | $737K | 0.1% | -26.2% | 0.064% | |
1/29/2025 | Warren Street Wealth Advisors LLC | 83,972 | $4.21M | 1.7% | -0.7% | 0.367% | |
1/29/2025 | Pineridge Advisors LLC | 301,678 | $15.14M | 5.7% | +221.9% | 1.317% | |
1/27/2025 | Argus Investors Counsel Inc. | 12,041 | $604K | 0.4% | +8.2% | 0.053% | |
1/27/2025 | Silver Oak Securities Incorporated | 5,683 | $285K | 0.0% | N/A | 0.025% | |
1/27/2025 | Etesian Wealth Advisors Inc. | 9,812 | $492K | 0.2% | -2.0% | 0.043% | |
1/27/2025 | Tanager Wealth Management LLP | 2,179,540 | $109.77M | 14.2% | +61.0% | 9.513% | |
1/27/2025 | Mather Group LLC. | 815 | $41K | 0.0% | -64.5% | 0.004% | |
1/24/2025 | Oregon Pacific Wealth Management LLC | 10,710 | $537K | 0.5% | N/A | 0.047% | |
1/22/2025 | Foundations Investment Advisors LLC | 4,885 | $245K | 0.0% | -16.1% | 0.021% | |
1/21/2025 | Encompass More Asset Management | 65,089 | $3.27M | 1.1% | +11.1% | 0.284% | |
1/17/2025 | Avior Wealth Management LLC | 1,896 | $95K | 0.0% | -13.7% | 0.008% | |
1/17/2025 | Endeavor Private Wealth Inc. | 1,505 | $77K | 0.1% | N/A | 0.007% | |
1/17/2025 | Janney Montgomery Scott LLC | 35,626 | $1.79M | 0.0% | +11.1% | 0.156% | |
1/16/2025 | Sugar Maple Asset Management LLC | 18,552 | $931K | 0.7% | N/A | 0.081% | |
1/16/2025 | Diversify Wealth Management LLC | 118,113 | $5.93M | 0.5% | -27.6% | 0.516% | |
1/15/2025 | Portside Wealth Group LLC | 81,068 | $4.09M | 0.7% | -0.8% | 0.354% | |
1/14/2025 | Laurel Wealth Advisors LLC | 113,700 | $5.71M | 0.9% | +12.8% | 0.496% | |
1/14/2025 | Wallace Advisory Group LLC | 28,617 | $1.44M | 1.0% | -48.8% | 0.125% | |
1/14/2025 | Signal Advisors Wealth LLC | 54,485 | $2.74M | 0.3% | +60.4% | 0.238% | |
1/13/2025 | Matrix Trust Co | 1,097 | $55K | 0.0% | -77.4% | 0.005% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 16,289 | $822K | 0.0% | -21.4% | 0.071% | |
11/18/2024 | Hobbs Group Advisors LLC | 86,886 | $4.38M | 1.6% | -3.6% | 0.379% | |
11/18/2024 | Arete Wealth Advisors LLC | 28,912 | $1.46M | 0.1% | -52.1% | 0.126% | |
11/18/2024 | Strait & Sound Wealth Management LLC | 254,837 | $12.85M | 6.2% | -8.3% | 1.112% | |
11/18/2024 | JDM Financial Group LLC | 288,253 | $14.54M | 7.9% | +10,231.6% | 1.258% | |
🥾⛏️👷♂️ 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. |
11/15/2024 | Executive Wealth Management LLC | 4,011 | $202K | 0.0% | N/A | 0.018% | |
11/15/2024 | MML Investors Services LLC | 53,891 | $2.72M | 0.0% | -3.2% | 0.235% | |
11/15/2024 | Orion Portfolio Solutions LLC | 481,918 | $24.31M | 0.5% | -15.0% | 2.104% | |
11/15/2024 | Jane Street Group LLC | 11,828 | $597K | 0.0% | -89.3% | 0.052% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 171,318 | $8.52M | 0.1% | N/A | 0.748% | |
11/15/2024 | Stifel Financial Corp | 8,138 | $410K | 0.0% | -44.7% | 0.036% | |
11/14/2024 | Encompass More Asset Management | 58,600 | $2.96M | 1.1% | -39.4% | 0.256% | |
11/14/2024 | Flow Traders U.S. LLC | 36,122 | $1.82M | 0.1% | -71.4% | 0.158% | |
11/13/2024 | Townsquare Capital LLC | 475,297 | $23.97M | 0.3% | -27.6% | 2.075% | |
11/13/2024 | Bank of Montreal Can | 250,776 | $12.65M | 0.0% | +8.4% | 1.095% | |