7/11/2025 | Farther Finance Advisors LLC | 5,288 | $215K | 0.0% | +87.9% | 0.019% | |
7/11/2025 | CX Institutional | 10,909 | $444K | 0.0% | -5.1% | 0.039% | |
7/11/2025 | UMB Bank n.a. | 20,640 | $841K | 0.0% | +7.4% | 0.074% | |
7/11/2025 | Pioneer Wealth Management Group | 32,322 | $1.32M | 0.5% | +9.0% | 0.115% | |
7/10/2025 | CWC Advisors LLC. | 5,155 | $210K | 0.1% | N/A | 0.018% | |
7/10/2025 | IMPACTfolio LLC | 38,264 | $1.56M | 0.7% | -7.8% | 0.136% | |
7/10/2025 | Klaas Financial Asset Advisors LLC | 33,441 | $1.36M | 0.2% | +7.4% | 0.119% | |
7/10/2025 | SK Wealth Management LLC | 40,297 | $1.69M | 0.7% | -13.7% | 0.143% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 54,927 | $2.24M | 0.1% | -17.3% | 0.195% | |
7/9/2025 | Sandbox Financial Partners LLC | 6,681 | $272K | 0.1% | -3.9% | 0.024% | |
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7/8/2025 | First National Corp MA ADV | 8,042 | $328K | 0.1% | +6.1% | 0.029% | |
7/7/2025 | Shotwell Rutter Baer Inc | 13,130 | $552K | 0.4% | +2.3% | 0.047% | |
7/1/2025 | Stonehearth Capital Management LLC | 42,106 | $1.72M | 0.7% | -24.1% | 0.150% | |
6/27/2025 | Goldman Sachs Group Inc. | 14,764 | $566K | 0.0% | N/A | 0.053% | |
5/21/2025 | McAdam LLC | 5,723 | $219K | 0.0% | +18.5% | 0.020% | |
5/19/2025 | SageView Advisory Group LLC | 42,626 | $1.63M | 0.1% | -36.8% | 0.151% | |
5/16/2025 | Goldman Sachs Group Inc. | 14,764 | $566K | 0.0% | N/A | 0.052% | |
5/16/2025 | Jones Financial Companies Lllp | 56,795 | $2.39M | 0.0% | +0.5% | 0.201% | |
5/16/2025 | NewEdge Advisors LLC | 60,327 | $2.31M | 0.0% | -4.4% | 0.214% | |
5/16/2025 | Integrated Wealth Concepts LLC | 5,659 | $217K | 0.0% | N/A | 0.020% | |
5/15/2025 | Royal Bank of Canada | 990,926 | $37.99M | 0.0% | +2.0% | 3.508% | |
5/15/2025 | Betterment LLC | 13,690 | $525K | 0.0% | -7.1% | 0.048% | |
5/15/2025 | Baird Financial Group Inc. | 11,809 | $453K | 0.0% | -2.4% | 0.042% | |
5/14/2025 | Per Stirling Capital Management LLC. | 7,082 | $272K | 0.0% | -17.8% | 0.025% | |
5/14/2025 | WCG Wealth Advisors LLC | 169,995 | $6.52M | 0.5% | -3.3% | 0.602% | |
5/14/2025 | Freedom Investment Management Inc. | 20,883 | $801K | 0.1% | +16.7% | 0.074% | |
5/14/2025 | Sax Wealth Advisors LLC | 8,223 | $315K | 0.0% | -11.6% | 0.029% | |
5/14/2025 | Wescott Financial Advisory Group LLC | 42,357 | $1.62M | 0.2% | +2.7% | 0.150% | |
5/14/2025 | Bragg Financial Advisors Inc | 13,634 | $523K | 0.0% | +5.1% | 0.048% | |
5/14/2025 | Estate Counselors LLC | 7,270 | $279K | 0.0% | +16.0% | 0.026% | |
5/14/2025 | Tradition Wealth Management LLC | 13,439 | $515K | 0.0% | +15.1% | 0.048% | |
5/14/2025 | RWA Wealth Partners LLC | 60,430 | $2.32M | 0.0% | -4.1% | 0.214% | |
5/13/2025 | Raymond James Financial Inc. | 85,184 | $3.27M | 0.0% | -6.3% | 0.302% | |
5/13/2025 | Schneider Downs Wealth Management Advisors LP | 14,345 | $550K | 0.1% | +7.4% | 0.051% | |
5/13/2025 | HighTower Advisors LLC | 48,869 | $1.87M | 0.0% | +2.9% | 0.173% | |
5/12/2025 | White Lighthouse Investment Management Inc. | 14,309 | $549K | 0.1% | +19.3% | 0.051% | |
5/12/2025 | Balanced Rock Investment Advisors LLC | 13,633 | $523K | 0.4% | -3.7% | 0.048% | |
5/9/2025 | Evolution Advisers Inc. | 15,856 | $607K | 0.3% | +2.9% | 0.056% | |
5/9/2025 | Blue Barn Wealth LLC | 7,060 | $271K | 0.1% | -5.6% | 0.025% | |
5/9/2025 | Chicago Partners Investment Group LLC | 9,415 | $360K | 0.0% | -7.8% | 0.033% | |
Which Gold Miner Trades at 30% of NAV? The One Buffett Wants (Ad) Some of the world’s best gold developers are trading at just 30% of NAV — like buying a dollar for 30 cents.
With gold at record highs and Bridgewater now buying in, one analyst believes Buffett’s next move could hit by August 15th. He’s identified the gold miner that fits Buffett’s profile — plus four smaller plays with even more upside. Get the name of Buffett’s likely gold target here |
5/9/2025 | Greykasell Wealth Strategies Inc. | 2,966 | $114K | 0.1% | -73.9% | 0.010% | |
5/9/2025 | Natural Investments LLC | 7,958 | $305K | 0.1% | -12.4% | 0.028% | |
5/9/2025 | Financial Connections Group Inc. | 95,002 | $3.64M | 1.6% | +836.5% | 0.336% | |
5/9/2025 | McClarren Financial Advisors Inc. | 3,918 | $150K | 0.1% | -56.3% | 0.014% | |
5/9/2025 | Atria Wealth Solutions Inc. | 33,271 | $1.28M | 0.0% | +1.7% | 0.118% | |
5/9/2025 | SGL Investment Advisors Inc. | 18,369 | $715K | 0.4% | +8.1% | 0.065% | |
5/9/2025 | Palisades Hudson Asset Management L.P. | 77,255 | $2.96M | 1.3% | +6.0% | 0.273% | |
5/8/2025 | TIAA Trust National Association | 1,537,799 | $58.96M | 0.2% | -0.7% | 5.444% | |
5/8/2025 | US Bancorp DE | 3,723 | $143K | 0.0% | -6.6% | 0.013% | |
5/8/2025 | US Financial Advisors LLC | 23,181 | $889K | 0.3% | +4.4% | 0.082% | |
5/8/2025 | Harbour Investments Inc. | 31,290 | $1.20M | 0.0% | -1.4% | 0.111% | |
5/8/2025 | Abacus Wealth Partners LLC | 1,269,428 | $48.67M | 7.3% | +4.0% | 4.494% | |
5/8/2025 | RVW Wealth LLC | 18,921 | $725K | 0.1% | -20.7% | 0.067% | |
5/7/2025 | LPL Financial LLC | 637,309 | $24.43M | 0.0% | -6.6% | 2.256% | |
5/6/2025 | Assetmark Inc. | 9,973 | $382K | 0.0% | +4.6% | 0.035% | |
5/6/2025 | Cetera Investment Advisers | 66,453 | $2.55M | 0.0% | -29.1% | 0.235% | |
5/6/2025 | Avantax Advisory Services Inc. | 16,038 | $615K | 0.0% | -3.8% | 0.057% | |
5/6/2025 | DeDora Capital Inc. | 131,641 | $5.05M | 1.5% | +39.7% | 0.466% | |
5/6/2025 | PFG Advisors | 7,198 | $276K | 0.0% | +18.0% | 0.025% | |
5/5/2025 | Private Advisor Group LLC | 10,046 | $385K | 0.0% | +23.6% | 0.035% | |
5/2/2025 | Cable Hill Partners LLC | 107,029 | $4.00M | 0.4% | +2.7% | 0.377% | |
5/2/2025 | Larson Financial Group LLC | 7,754 | $297K | 0.0% | -16.2% | 0.027% | |
5/2/2025 | Apollon Wealth Management LLC | 5,621 | $215K | 0.0% | +11.2% | 0.020% | |
5/1/2025 | CWM LLC | 3,716 | $142K | 0.0% | +143.2% | 0.013% | |
4/30/2025 | Allworth Financial LP | 124,142 | $4.61M | 0.0% | -6.1% | 0.437% | |
4/30/2025 | SilverOak Wealth Management LLC | 48,726 | $1.87M | 0.4% | +0.6% | 0.172% | |
4/30/2025 | Abound Financial LLC | 5,080 | $195K | 0.1% | -16.2% | 0.018% | |
4/29/2025 | Financial Counselors Inc. | 27,685 | $1.06M | 0.0% | N/A | 0.097% | |
4/29/2025 | Envestnet Asset Management Inc. | 502,866 | $19.28M | 0.0% | -5.3% | 1.771% | |
4/29/2025 | Bank of New York Mellon Corp | 363,855 | $13.95M | 0.0% | +23.6% | 1.281% | |
4/29/2025 | Values Added Financial LLC | 5,369 | $206K | 0.1% | -15.6% | 0.019% | |
4/28/2025 | Mutual Advisors LLC | 17,372 | $645K | 0.0% | +38.7% | 0.061% | |
4/28/2025 | Equita Financial Network Inc. | 27,241 | $1.04M | 0.4% | +9.4% | 0.096% | |
4/28/2025 | Rossby Financial LCC | 79,698 | $2.96M | 1.2% | +9.0% | 0.281% | |
4/25/2025 | IMPACTfolio LLC | 41,513 | $1.59M | 0.8% | -16.1% | 0.146% | |
4/25/2025 | Ameritas Advisory Services LLC | 112,181 | $4.30M | 0.2% | -4.8% | 0.395% | |
4/25/2025 | Financial Insights Inc. | 10,455 | $401K | 0.2% | -4.3% | 0.037% | |
4/25/2025 | Westfuller Advisors LLC | 35,048 | $1.34M | 0.9% | +3.4% | 0.123% | |
4/24/2025 | Laurel Wealth Planning LLC | 17,128 | $657K | 0.4% | -13.0% | 0.060% | |
4/24/2025 | Smart Portfolios LLC | 7,041 | $270K | 0.3% | +5.8% | 0.025% | |
4/24/2025 | BSW Wealth Partners | 97,614 | $3.74M | 0.6% | -8.2% | 0.344% | |
4/24/2025 | Klaas Financial Asset Advisors LLC | 31,147 | $1.19M | 0.2% | +15.5% | 0.110% | |
4/24/2025 | Falcon Wealth Planning | 7,748 | $297K | 0.0% | N/A | 0.027% | |
4/24/2025 | Capasso Planning Partners LLC | 10,631 | $408K | 0.2% | -5.8% | 0.037% | |
4/23/2025 | Allodium Investment Consultants LLC | 142,616 | $5.47M | 4.0% | +28.1% | 0.502% | |
4/23/2025 | Perigon Wealth Management LLC | 6,348 | $243K | 0.0% | -12.3% | 0.022% | |
4/23/2025 | First Pacific Financial | 243,050 | $9.32M | 1.9% | +1.9% | 0.856% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 18,791 | $720K | 0.1% | -4.9% | 0.066% | |
4/23/2025 | Oppenheimer Asset Management Inc. | 20,379 | $781K | 0.0% | -1.9% | 0.072% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 107,476 | $4.12M | 0.0% | -0.8% | 0.378% | |
Trump wipes out trillions overnight… (Ad) Is there anybody more powerful than Donald Trump right now?
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4/22/2025 | SK Wealth Management LLC | 46,710 | $1.64M | 0.9% | -7.1% | 0.164% | |
4/22/2025 | PFG Investments LLC | 8,412 | $323K | 0.0% | +12.2% | 0.030% | |
4/18/2025 | Colorado Capital Management Inc. | 138,525 | $5.31M | 2.4% | -2.0% | 0.488% | |
4/17/2025 | Vicus Capital | 39,647 | $1.52M | 0.1% | -1.8% | 0.140% | |
4/17/2025 | Mission Wealth Management LP | 794,298 | $30.45M | 0.7% | +1.6% | 2.797% | |
4/17/2025 | Stewardship Advisors LLC | 31,459 | $1.21M | 0.3% | N/A | 0.111% | |
4/17/2025 | Pacific Sun Financial Corp | 11,186 | $429K | 0.2% | -3.0% | 0.039% | |
4/17/2025 | Scott Capital Advisors LLC | 10,587 | $406K | 0.1% | -52.4% | 0.037% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 66,390 | $2.55M | 0.1% | -34.3% | 0.234% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 101,123 | $3.88M | 0.0% | -3.0% | 0.356% | |