7/11/2025 | Bond & Devick Financial Network Inc. | 304,592 | $27.18M | 9.0% | +2.3% | 0.279% | |
7/11/2025 | Hilltop Wealth Advisors LLC | 35,427 | $3.16M | 1.8% | +36.4% | 0.032% | |
7/11/2025 | Capital Advantage Inc. | 5,678 | $507K | 0.1% | +6.6% | 0.005% | |
7/11/2025 | Farther Finance Advisors LLC | 7,165 | $639K | 0.0% | +39.8% | 0.007% | |
7/11/2025 | Windsor Capital Management LLC | 176,072 | $15.71M | 4.6% | +2.3% | 0.161% | |
7/11/2025 | SeaCrest Wealth Management LLC | 5,701 | $509K | 0.1% | -15.8% | 0.005% | |
7/11/2025 | Diversified Trust Co | 28,982 | $2.59M | 0.1% | +0.9% | 0.027% | |
7/11/2025 | Bell Bank | 6,199 | $553K | 0.0% | -3.9% | 0.006% | |
7/11/2025 | Pioneer Wealth Management Group | 24,932 | $2.22M | 0.8% | -3.0% | 0.023% | |
7/10/2025 | Orgel Wealth Management LLC | 57,871 | $5.16M | 0.1% | -42.0% | 0.053% | |
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7/10/2025 | Ryan Investment Management Inc. | 18,146 | $1.62M | 1.0% | N/A | 0.017% | |
7/10/2025 | Charter Oak Capital Management LLC | 25,596 | $2.28M | 0.2% | -1.9% | 0.023% | |
7/10/2025 | IMPACTfolio LLC | 390,322 | $34.83M | 16.5% | +4.3% | 0.357% | |
7/10/2025 | HF Advisory Group LLC | 11,773 | $1.05M | 0.4% | -9.2% | 0.011% | |
7/10/2025 | Sterling Investment Advisors LLC ADV | 3,288 | $293K | 0.1% | +4.1% | 0.003% | |
7/10/2025 | Baker Tilly Wealth Management LLC | 2,330 | $208K | 0.1% | N/A | 0.002% | |
7/10/2025 | Affiance Financial LLC | 29,485 | $2.63M | 0.5% | +2.5% | 0.027% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 245,390 | $21.90M | 0.0% | +4.0% | 0.225% | |
7/10/2025 | Sharkey Howes & Javer | 5,759 | $514K | 0.1% | N/A | 0.005% | |
7/10/2025 | Brooklyn FI LLC | 19,411 | $1.73M | 0.4% | +13.4% | 0.018% | |
7/10/2025 | Shira Ridge Wealth Management | 128,514 | $11.47M | 5.2% | +0.5% | 0.118% | |
7/10/2025 | Focus Financial Network Inc. | 3,667 | $327K | 0.0% | +8.2% | 0.003% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 26,882 | $2.40M | 0.1% | -15.7% | 0.025% | |
7/9/2025 | OLIO Financial Planning | 23,729 | $2.12M | 0.7% | -2.6% | 0.022% | |
7/9/2025 | Affinity Capital Advisors LLC | 6,233 | $556K | 0.1% | +2.1% | 0.006% | |
7/9/2025 | Aaron Wealth Advisors LLC | 5,604 | $500K | 0.1% | -15.1% | 0.005% | |
7/9/2025 | Alesco Advisors LLC | 135,637 | $12.10M | 0.3% | -5.0% | 0.124% | |
7/9/2025 | Parkside Advisors LLC | 37,245 | $3.32M | 0.7% | -4.4% | 0.034% | |
7/9/2025 | Baron Financial Group LLC | 33,161 | $2.96M | 1.7% | -2.2% | 0.030% | |
7/9/2025 | Veracity Capital LLC | 4,088 | $365K | 0.1% | +5.0% | 0.004% | |
7/8/2025 | Elevation Wealth Partners LLC | 17,048 | $1.52M | 0.6% | +2.2% | 0.016% | |
7/8/2025 | Richard P Slaughter Associates Inc | 15,523 | $1.39M | 0.3% | +25.4% | 0.014% | |
7/8/2025 | Canandaigua National Bank & Trust Co. | 39,976 | $3.57M | 0.3% | -4.6% | 0.037% | |
7/8/2025 | Parallel Advisors LLC | 18,602 | $1.66M | 0.0% | -5.8% | 0.017% | |
7/7/2025 | Shotwell Rutter Baer Inc | 6,082 | $543K | 0.4% | -4.3% | 0.006% | |
7/7/2025 | Centurion Wealth Management LLC | 2,274 | $203K | 0.1% | N/A | 0.002% | |
7/3/2025 | First Hawaiian Bank | 26,034 | $2.32M | 0.3% | +32.8% | 0.024% | |
7/3/2025 | Higgins & Schmidt Wealth Strategies LLC | 7,590 | $677K | 0.4% | -3.2% | 0.007% | |
7/3/2025 | Garde Capital Inc. | 44,565 | $3.98M | 0.2% | +0.3% | 0.041% | |
6/10/2025 | Birchbrook Inc. | 18,721 | $1.53M | 0.9% | +3.6% | 0.017% | |
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 |
6/6/2025 | eCIO Inc. | 14,535 | $1.19M | 0.4% | N/A | 0.013% | |
6/4/2025 | First Hawaiian Bank | 19,608 | $1.60M | 0.1% | +166.2% | 0.018% | |
6/2/2025 | Modern Wealth Management LLC | 6,229 | $509K | 0.0% | N/A | 0.006% | |
5/21/2025 | McAdam LLC | 5,593 | $457K | 0.0% | +15.3% | 0.005% | |
5/21/2025 | Acadian Asset Management LLC | 16,477 | $1.35M | 0.0% | +59.1% | 0.015% | |
5/20/2025 | Acorns Advisers LLC | 1,456,662 | $119.00M | 1.1% | -2.6% | 1.341% | |
5/20/2025 | Focus Partners Wealth | 34,517 | $2.82M | 0.0% | +14.9% | 0.032% | |
5/20/2025 | Nepc LLC | 12,495 | $1.02M | 0.0% | +81.7% | 0.012% | |
5/19/2025 | Jane Street Group LLC | 519,771 | $42.46M | 0.0% | -16.8% | 0.479% | |
5/19/2025 | SageView Advisory Group LLC | 35,866 | $2.93M | 0.1% | -37.0% | 0.033% | |
5/19/2025 | SCS Capital Management LLC | 6,135 | $501K | 0.0% | N/A | 0.006% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 4,550 | $372K | 0.0% | -3.1% | 0.004% | |
5/16/2025 | Goldman Sachs Group Inc. | 1,571,253 | $128.36M | 0.0% | -3.3% | 1.447% | |
5/16/2025 | Jones Financial Companies Lllp | 123,179 | $9.67M | 0.0% | -5.1% | 0.113% | |
5/16/2025 | Plancorp LLC | 38,399 | $3.14M | 0.1% | -5.9% | 0.035% | |
5/16/2025 | Nepc LLC | 12,495 | $1.02M | 0.0% | +81.7% | 0.012% | |
5/16/2025 | NewEdge Advisors LLC | 67,133 | $5.48M | 0.0% | -6.3% | 0.062% | |
5/16/2025 | Integrated Wealth Concepts LLC | 22,506 | $1.84M | 0.0% | -1.6% | 0.021% | |
5/16/2025 | AlTi Global Inc. | 155,653 | $12.72M | 0.3% | -34.0% | 0.143% | |
5/16/2025 | Aprio Wealth Management LLC | 13,319 | $1.09M | 0.1% | -1.8% | 0.012% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 278,452 | $22.74M | 0.1% | -1.8% | 0.256% | |
5/15/2025 | EP Wealth Advisors LLC | 551,520 | $45.05M | 0.4% | -0.4% | 0.508% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 19,824 | $1.62M | 0.0% | +107.5% | 0.018% | |
5/15/2025 | Flputnam Investment Management Co. | 1,006,200 | $82.20M | 1.5% | -1.8% | 0.927% | |
5/15/2025 | Royal Bank of Canada | 412,370 | $33.69M | 0.0% | +0.6% | 0.380% | |
5/15/2025 | Baird Financial Group Inc. | 208,571 | $17.04M | 0.0% | -5.2% | 0.192% | |
5/15/2025 | WPG Advisers LLC | 1,974 | $161K | 0.2% | N/A | 0.002% | |
5/15/2025 | TD Capital Management LLC | 603 | $49K | 0.0% | -17.4% | 0.001% | |
5/15/2025 | Mission Creek Capital Partners Inc. | 3,044 | $249K | 0.1% | -70.5% | 0.003% | |
5/15/2025 | Clarity Asset Management Inc. | 2,680 | $219K | 0.1% | -70.8% | 0.002% | |
5/14/2025 | Jane Street Group LLC | 700,271 | $57.21M | 0.0% | +12.1% | 0.645% | |
5/14/2025 | Comerica Bank | 8,348 | $682K | 0.0% | -32.5% | 0.008% | |
5/14/2025 | Ally Invest Advisors Inc. | 274,161 | $22.40M | 1.9% | -2.1% | 0.252% | |
5/14/2025 | Smartleaf Asset Management LLC | 727 | $60K | 0.0% | +1,035.9% | 0.001% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,083,587 | $88.52M | 0.1% | +6.7% | 0.998% | |
5/14/2025 | Haverford Trust Co | 20,432 | $1.67M | 0.0% | +9.4% | 0.019% | |
5/14/2025 | Sax Wealth Advisors LLC | 13,141 | $1.07M | 0.1% | -10.8% | 0.012% | |
5/14/2025 | Kestra Advisory Services LLC | 39,323 | $3.21M | 0.0% | -9.9% | 0.036% | |
5/14/2025 | Rede Wealth LLC | 3,105 | $254K | 0.1% | -5.5% | 0.003% | |
5/14/2025 | Wescott Financial Advisory Group LLC | 10,538 | $861K | 0.1% | -21.7% | 0.010% | |
5/14/2025 | Compound Planning Inc. | 8,953 | $731K | 0.0% | -23.0% | 0.008% | |
5/14/2025 | Gould Capital LLC | 1,757 | $144K | 0.1% | +8.9% | 0.002% | |
5/14/2025 | Ameriprise Financial Inc. | 1,290,845 | $105.53M | 0.0% | -35.7% | 1.189% | |
5/14/2025 | Bragg Financial Advisors Inc | 10,005 | $817K | 0.0% | +10.7% | 0.009% | |
5/14/2025 | CW Advisors LLC | 3,075 | $251K | 0.0% | N/A | 0.003% | |
5/14/2025 | United Asset Strategies Inc. | 3,799 | $310K | 0.0% | +4.9% | 0.003% | |
5/14/2025 | Partners Capital Investment Group LLP | 225,418 | $18.41M | 0.3% | -6.6% | 0.208% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 33,002 | $2.70M | 0.2% | +13.8% | 0.030% | |
5/14/2025 | Capital Analysts LLC | 11,342 | $926K | 0.0% | -6.5% | 0.010% | |
5/14/2025 | CWS Financial Advisors LLC | 2,620 | $214K | 0.1% | N/A | 0.002% | |
This Cold War “Accident” Could Unleash New $100 Trillion AI Boom (Ad) Obscure Metal More Valuable than Gold and Bitcoin… COMBINED?
This strange "AI Metal" holds the key to the $100 trillion AI boom.
Which is why Jeff Brown recently traveled to a location that has one of the highest concentrations of this metal in the world.
And you won't believe what he uncovered. Click here to see the details because this could be the biggest tech story of this decade. |
5/13/2025 | Sand Hill Global Advisors LLC | 120,388 | $9.84M | 0.4% | +2.8% | 0.111% | |
5/13/2025 | Aptus Capital Advisors LLC | 34,931 | $2.85M | 0.0% | -2.9% | 0.032% | |
5/13/2025 | Northern Trust Corp | 5,656,013 | $462.04M | 0.1% | +0.9% | 5.208% | |
5/13/2025 | Blue Edge Capital LLC | 47,909 | $3.91M | 0.6% | +9.0% | 0.044% | |
5/13/2025 | Cascade Financial Partners LLC | 11,914 | $973K | 0.1% | -17.3% | 0.011% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 132,106 | $10.79M | 0.1% | -2.7% | 0.122% | |
5/13/2025 | Raymond James Financial Inc. | 158,139 | $12.92M | 0.0% | -8.7% | 0.146% | |
5/13/2025 | Cresset Asset Management LLC | 48,555 | $3.97M | 0.0% | +0.6% | 0.045% | |
5/13/2025 | Schneider Downs Wealth Management Advisors LP | 12,229 | $999K | 0.2% | +6.3% | 0.011% | |
5/13/2025 | Waypoint Wealth Partners Inc. | 39,104 | $3.19M | 0.9% | -3.3% | 0.036% | |