| 5/9/2025 | Atria Wealth Solutions Inc. | 8,624 | $305K | 0.0% | -9.6% | 0.445% | |
| 5/7/2025 | LPL Financial LLC | 73,649 | $2.61M | 0.0% | -51.6% | 3.610% | |
| 5/6/2025 | AE Wealth Management LLC | 2,898 | $103K | 0.0% | +244.2% | 0.142% | |
| 5/5/2025 | Aire Advisors LLC | 8,610 | $305K | 0.1% | +27.6% | 0.422% | |
| 5/5/2025 | Private Advisor Group LLC | 16,361 | $579K | 0.0% | -12.6% | 0.802% | |
| 4/30/2025 | Allworth Financial LP | 4,608 | $160K | 0.0% | -53.4% | 0.226% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 7,321 | $259K | 0.0% | -4.2% | 0.359% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 510,042 | $18.05M | 0.0% | +1.3% | 25.002% | |
| 4/28/2025 | Private Trust Co. NA | 3,268 | $116K | 0.0% | -15.2% | 0.160% | |
| 4/23/2025 | Golden State Equity Partners | 16,087 | $569K | 0.1% | +90.3% | 0.789% | |
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| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 45,936 | $1.63M | 0.0% | -10.8% | 2.252% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 98,512 | $3.49M | 0.0% | -2.9% | 4.829% | |
| 4/17/2025 | Partners Wealth Management LLC | 40,916 | $1.45M | 1.6% | -1.2% | 2.006% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 24,095 | $852K | 0.0% | -41.6% | 1.181% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 41,274 | $1.49M | 0.0% | N/A | 2.023% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 68,340 | $2.46M | 0.1% | +2.3% | 3.270% | |
| 2/14/2025 | Lido Advisors LLC | 40,062 | $1.44M | 0.0% | -35.1% | 1.863% | |
| 2/14/2025 | MML Investors Services LLC | 59,342 | $2.13M | 0.0% | +51.9% | 2.760% | |
| 2/13/2025 | Capital Square LLC | 30,619 | $1.13M | 0.6% | -10.0% | 1.424% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 503,465 | $18.11M | 0.0% | +3.0% | 23.417% | |
| 2/11/2025 | LPL Financial LLC | 152,274 | $5.48M | 0.0% | +225.1% | 7.083% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 161,205 | $5.80M | 0.0% | +8.7% | 7.498% | |
| 2/7/2025 | Independent Advisor Alliance | 6,059 | $218K | 0.0% | N/A | 0.282% | |
| 2/4/2025 | IFP Advisors Inc | 3,010 | $108K | 0.0% | +26.2% | 0.140% | |
| 2/4/2025 | Partners Wealth Management LLC | 41,422 | $1.49M | 1.7% | N/A | 1.927% | |
| 2/3/2025 | Private Advisor Group LLC | 18,719 | $673K | 0.0% | +79.4% | 0.871% | |
| 1/30/2025 | Allworth Financial LP | 9,893 | $363K | 0.0% | -68.9% | 0.460% | |
| 1/28/2025 | Angeles Wealth Management LLC | 3,000 | $108K | 0.0% | N/A | 0.140% | |
| 1/24/2025 | U.S. Capital Wealth Advisors LLC | 7,640 | $275K | 0.0% | -47.9% | 0.355% | |
| 1/24/2025 | Golden State Equity Partners | 8,452 | $304K | 0.1% | +15.3% | 0.393% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 101,413 | $3.65M | 0.0% | -2.0% | 4.717% | |
| 11/15/2024 | MML Investors Services LLC | 39,066 | $1.49M | 0.0% | +95.3% | 1.817% | |
| 11/15/2024 | Jane Street Group LLC | 7,931 | $302K | 0.0% | N/A | 0.369% | |
| 11/13/2024 | Capital Square LLC | 34,022 | $1.30M | 0.8% | +154.0% | 1.582% | |
| 11/13/2024 | Private Trust Co. NA | 3,855 | $147K | 0.0% | +8.6% | 0.179% | |
| 11/12/2024 | Great Valley Advisor Group Inc. | 66,825 | $2.55M | 0.1% | +3.3% | 3.108% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 7,500 | $286K | 0.0% | N/A | 0.349% | |
| 11/5/2024 | Paulson Wealth Management Inc. | 99,778 | $3.80M | 1.0% | +10.1% | 4.641% | |
| 10/30/2024 | Hazlett Burt & Watson Inc. | 925 | $37K | 0.0% | +131.3% | 0.043% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 103,498 | $3.94M | 0.0% | +12.0% | 4.814% | |
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…
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| 10/25/2024 | Golden State Equity Partners | 7,332 | $279K | 0.1% | N/A | 0.341% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 14,016 | $534K | 0.0% | N/A | 0.652% | |
| 10/24/2024 | Kavar Capital Partners Group LLC | 11,990 | $457K | 0.1% | N/A | 0.558% | |
| 10/23/2024 | Allworth Financial LP | 31,839 | $1.21M | 0.0% | -59.8% | 1.481% | |
| 10/23/2024 | Investment Research & Advisory Group Inc. | 2,515 | $96K | 0.0% | N/A | 0.117% | |
| 10/22/2024 | Private Advisor Group LLC | 10,434 | $398K | 0.0% | N/A | 0.485% | |
| 10/10/2024 | OxenFree Capital LLC | 27,648 | $1.05M | 0.8% | +9.2% | 1.286% | |
| 8/16/2024 | Core Wealth Advisors Inc. | 7,515 | $274K | 0.1% | +100.6% | 0.350% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 480,705 | $17.53M | 0.0% | +5.9% | 22.358% | |
| 8/2/2024 | Capital Square LLC | 13,395 | $492K | 0.3% | N/A | 0.623% | |
| 8/1/2024 | Aire Advisors LLC | 8,329 | $304K | 0.1% | -3.9% | 0.387% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 134,979 | $4.92M | 0.0% | -1.0% | 6.278% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 58,147 | $2.12M | 0.0% | +462.4% | 2.705% | |
| 7/26/2024 | Paulson Wealth Management Inc. | 90,586 | $3.30M | 1.0% | +5.6% | 4.213% | |
| 7/18/2024 | OxenFree Capital LLC | 25,312 | $923K | 0.8% | +8.8% | 1.177% | |
| 7/16/2024 | Great Valley Advisor Group Inc. | 64,670 | $2.36M | 0.1% | N/A | 3.008% | |
| 5/4/2024 | Paulson Wealth Management Inc. | 85,749 | $3.18M | 0.9% | +14.7% | 3.933% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 91,629 | $3.40M | 0.0% | +1.1% | 4.203% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 136,382 | $5.06M | 0.0% | +194.5% | 6.256% | |
| 4/20/2024 | KWB Wealth | 16,522 | $613K | 0.1% | -4.2% | 0.691% | |
| 4/18/2024 | Synergy Asset Management LLC | 185,212 | $6.87M | 1.2% | N/A | 7.749% | |
| 2/14/2024 | Core Wealth Advisors Inc. | 3,147 | $113K | 0.0% | +45.9% | 0.315% | |
| 2/13/2024 | Paulson Wealth Management Inc. | 74,738 | $2.68M | 0.9% | N/A | 7.474% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 90,667 | $3.25M | 0.0% | N/A | 9.067% | |
| 1/29/2024 | Aire Advisors LLC | 8,627 | $310K | 0.1% | N/A | 0.863% | |
| 1/29/2024 | OxenFree Capital LLC | 23,053 | $827K | 0.9% | N/A | 2.305% | |
| 1/24/2024 | Stratos Wealth Partners LTD. | 57,089 | $2.05M | 0.0% | -3.5% | 5.709% | |
| 1/24/2024 | Allworth Financial LP | 112,474 | $4.03M | 0.0% | -2.3% | 11.247% | |
| 1/24/2024 | Private Trust Co. NA | 1,815 | $65K | 0.0% | N/A | 0.182% | |
| 1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 32,353 | $1.16M | 0.4% | +9.1% | 3.235% | |
| 1/22/2024 | Weaver Consulting Group | 6,600 | $237K | 0.1% | N/A | 0.660% | |
| 1/17/2024 | San Luis Wealth Advisors LLC | 258,105 | $9.26M | 3.9% | +19.1% | 25.811% | |
| 1/11/2024 | KWB Wealth | 17,245 | $618K | 0.1% | N/A | 1.725% | |
| 11/15/2023 | Lido Advisors LLC | 55,110 | $1.93M | 0.0% | -9.7% | 5.511% | |
| 11/13/2023 | Core Wealth Advisors Inc. | 2,157 | $75K | 0.0% | -27.6% | 0.216% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 391,606 | $13.69M | 0.0% | +4.3% | 39.161% | |
| 10/31/2023 | Allworth Financial LP | 115,084 | $4.02M | 0.0% | -2.0% | 11.508% | |
| 10/31/2023 | San Luis Wealth Advisors LLC | 216,740 | $7.58M | 3.6% | +24.4% | 21.674% | |
| 10/24/2023 | Stratos Wealth Partners LTD. | 59,168 | $2.07M | 0.0% | +263.9% | 5.917% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 9,342 | $327K | 0.0% | N/A | 0.934% | |
| 10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 29,663 | $1.04M | 0.4% | N/A | 2.966% | |
| 8/9/2023 | Lido Advisors LLC | 61,009 | $2.17M | 0.0% | -7.0% | 6.101% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 375,514 | $13.33M | 0.0% | +3.3% | 37.551% | |
| 8/2/2023 | San Luis Wealth Advisors LLC | 174,218 | $6.18M | 2.2% | N/A | 17.422% | |
| 7/31/2023 | LPL Financial LLC | 15,044 | $534K | 0.0% | N/A | 1.504% | |
| 7/18/2023 | Allworth Financial LP | 117,385 | $4.17M | 0.0% | N/A | 11.508% | |
| 7/18/2023 | Stratos Wealth Partners LTD. | 16,259 | $577K | 0.0% | N/A | 1.594% | |
| 5/11/2023 | Envestnet Asset Management Inc. | 363,508 | $12.79M | 0.0% | +0.9% | 50.487% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 10,220 | $350K | 0.0% | +7.5% | 0.000% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 360,433 | $12.35M | 0.0% | +11.0% | 0.000% | |
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. |
| 11/15/2022 | Lido Advisors LLC | 29,920 | $1.06M | 0.0% | N/A | 0.000% | |
| 11/10/2022 | Envestnet Asset Management Inc. | 324,741 | $11.49M | 0.0% | -0.5% | 0.000% | |
| 10/17/2022 | Cambridge Investment Research Advisors Inc. | 9,511 | $336K | 0.0% | -3.1% | 0.000% | |
| 8/3/2022 | Envestnet Asset Management Inc. | 326,274 | $11.80M | 0.0% | -2.5% | 0.000% | |
| 7/13/2022 | Cambridge Investment Research Advisors Inc. | 9,811 | $355K | 0.0% | +32.5% | 0.000% | |
| 5/4/2022 | Envestnet Asset Management Inc. | 334,745 | $13.03M | 0.0% | +20.2% | 0.000% | |
| 2/10/2022 | OLD Mission Capital LLC | 17,739 | $731K | 0.0% | N/A | 0.000% | |
| 2/4/2022 | Envestnet Asset Management Inc. | 278,507 | $11.48M | 0.0% | +6.6% | 0.000% | |
| 2/3/2022 | Cambridge Investment Research Advisors Inc. | 7,346 | $303K | 0.0% | N/A | 0.000% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 8,088 | $334K | 0.0% | +5,891.1% | 0.000% | |
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