8/27/2025 | Orion Porfolio Solutions LLC | 80,353 | $2.75M | 0.0% | +1,378.2% | 0.234% | |
8/20/2025 | Coppell Advisory Solutions LLC | 48,046 | $1.63M | 0.2% | -49.4% | 0.140% | |
8/18/2025 | N.E.W. Advisory Services LLC | 1,531 | $52K | 0.0% | -99.5% | 0.004% | |
8/18/2025 | Geneos Wealth Management Inc. | 20,782 | $711K | 0.0% | +113.3% | 0.061% | |
8/15/2025 | FSB Premier Wealth Management Inc. | 33,912 | $1.16M | 0.4% | +13.7% | 0.099% | |
8/15/2025 | Snowden Capital Advisors LLC | 140,413 | $4.80M | 0.1% | -3.4% | 0.409% | |
8/15/2025 | Orion Porfolio Solutions LLC | 85,735 | $2.93M | 0.0% | +1,477.2% | 0.250% | |
8/15/2025 | MML Investors Services LLC | 153,702 | $5.26M | 0.0% | -18.0% | 0.448% | |
8/15/2025 | Great Valley Advisor Group Inc. | 28,272 | $967K | 0.0% | -23.5% | 0.082% | |
8/15/2025 | Benjamin Edwards Inc. | 165,244 | $5.65M | 0.1% | +52.7% | 0.482% | |
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8/15/2025 | Bank of America Corp DE | 1,433 | $49K | 0.0% | -26.9% | 0.004% | |
8/14/2025 | CLG LLC | 62,148 | $2.13M | 0.7% | -15.0% | 0.181% | |
8/14/2025 | Raymond James Financial Inc. | 1,189,754 | $40.68M | 0.0% | -0.2% | 3.469% | |
8/14/2025 | Betterment LLC | 24,040 | $822K | 0.0% | +150.9% | 0.070% | |
8/14/2025 | NewEdge Advisors LLC | 193,833 | $6.63M | 0.0% | +0.9% | 0.565% | |
8/14/2025 | Stonehaven Wealth & Tax Solutions LLC | 7,272 | $249K | 0.2% | N/A | 0.021% | |
8/13/2025 | StoneX Group Inc. | 20,768 | $710K | 0.0% | +6.3% | 0.061% | |
8/13/2025 | Gateway Wealth Partners LLC | 82,263 | $2.81M | 0.5% | -30.9% | 0.240% | |
8/13/2025 | Baird Financial Group Inc. | 173,594 | $5.94M | 0.0% | +2.9% | 0.506% | |
8/13/2025 | Smith Moore & CO. | 7,627 | $261K | 0.0% | N/A | 0.022% | |
8/13/2025 | VestGen Advisors LLC | 93,359 | $3.19M | 0.1% | +35.1% | 0.272% | |
8/13/2025 | Maia Wealth LLC | 48,798 | $1.67M | 0.3% | -6.1% | 0.142% | |
8/12/2025 | J.W. Cole Advisors Inc. | 10,359 | $354K | 0.0% | +6.3% | 0.030% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 47,156 | $1.61M | 0.0% | +10.5% | 0.137% | |
8/12/2025 | Global Retirement Partners LLC | 20,184 | $690K | 0.0% | N/A | 0.059% | |
8/12/2025 | Northeast Planning Associates INC. NH | 89,127 | $3.05M | 2.8% | +4.7% | 0.260% | |
8/11/2025 | Western Wealth Management LLC | 29,235 | $1M | 0.1% | -5.5% | 0.085% | |
8/8/2025 | Kingsview Wealth Management LLC | 50,715 | $1.73M | 0.0% | -49.6% | 0.148% | |
8/8/2025 | Avantax Advisory Services Inc. | 196,643 | $6.72M | 0.0% | +14.8% | 0.573% | |
8/8/2025 | Cetera Investment Advisers | 1,238,254 | $42.34M | 0.1% | +9.7% | 3.610% | |
8/8/2025 | Foundations Investment Advisors LLC | 26,218 | $896K | 0.0% | -6.9% | 0.076% | |
8/8/2025 | Good Life Advisors LLC | 207,815 | $7.11M | 0.4% | +10.7% | 0.606% | |
8/8/2025 | Petix & Botte Co | 8,250 | $282K | 0.1% | N/A | 0.024% | |
8/7/2025 | PFG Advisors | 19,152 | $655K | 0.0% | -41.5% | 0.056% | |
8/6/2025 | Prospera Financial Services Inc | 454,762 | $15.55M | 0.3% | -0.4% | 1.326% | |
8/6/2025 | AE Wealth Management LLC | 117,753 | $4.03M | 0.0% | -32.6% | 0.343% | |
8/6/2025 | Legacy Wealth Managment LLC ID | 41,600 | $1.42M | 0.7% | +28.9% | 0.121% | |
8/6/2025 | Moors & Cabot Inc. | 60,058 | $2.05M | 0.1% | +6.4% | 0.175% | |
8/6/2025 | RFG Bristol Wealth Advisors LLC | 39,063 | $1.34M | 0.4% | +24.7% | 0.114% | |
8/5/2025 | GPS Wealth Strategies Group LLC | 11,134 | $381K | 0.0% | +588.1% | 0.032% | |
What Steve Bannon revealed about Trump’s gold play (Ad) A Trump advisor just said 3 words that could reset the dollar.
It’s a gold move nobody saw coming—and your IRA could be at risk.
Here’s how to prepare. Download the Free Gold Protection Guide to get started now |
8/5/2025 | Sigma Planning Corp | 117,320 | $4.01M | 0.1% | -40.8% | 0.342% | |
8/5/2025 | Beam Wealth Advisors Inc. | 13,809 | $472K | 0.1% | N/A | 0.040% | |
8/4/2025 | IFG Advisory LLC | 56,006 | $1.92M | 0.1% | +16.3% | 0.163% | |
8/4/2025 | Impact Partnership Wealth LLC | 12,064 | $412K | 0.1% | -23.0% | 0.035% | |
8/4/2025 | Atria Investments Inc | 101,904 | $3.48M | 0.0% | +3.1% | 0.297% | |
8/4/2025 | Assetmark Inc. | 408,466 | $13.97M | 0.0% | +13.4% | 1.191% | |
8/4/2025 | Arkadios Wealth Advisors | 12,574 | $430K | 0.0% | +10.6% | 0.037% | |
8/4/2025 | Daymark Wealth Partners LLC | 7,924 | $271K | 0.0% | N/A | 0.023% | |
8/1/2025 | Wealth Watch Advisors INC | 25,457 | $870K | 0.5% | +13.2% | 0.074% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,249,526 | $42.72M | 0.0% | +1.7% | 3.643% | |
7/31/2025 | Hobart Private Capital LLC | 397,189 | $13.58M | 3.1% | -6.2% | 1.158% | |
7/31/2025 | West Michigan Advisors LLC | 153,141 | $5.24M | 1.5% | -3.9% | 0.446% | |
7/30/2025 | KPP Advisory Services LLC | 198,514 | $6.79M | 1.1% | +2.4% | 0.579% | |
7/30/2025 | D.A. Davidson & CO. | 299,921 | $10.25M | 0.1% | -2.5% | 0.874% | |
7/29/2025 | ODonnell Financial Services LLC | 489,668 | $16.74M | 6.4% | +0.7% | 1.438% | |
7/29/2025 | Altus Wealth Group LLC | 42,504 | $1.45M | 0.6% | -1.8% | 0.125% | |
7/29/2025 | International Assets Investment Management LLC | 22,116 | $756K | 0.0% | +5.2% | 0.065% | |
7/29/2025 | Stratos Wealth Partners LTD. | 14,367 | $491K | 0.0% | +82.8% | 0.042% | |
7/28/2025 | Harbour Investments Inc. | 88,749 | $3.03M | 0.1% | +3.0% | 0.261% | |
7/28/2025 | RFG Advisory LLC | 27,105 | $927K | 0.0% | +2.6% | 0.080% | |
7/25/2025 | Atria Wealth Solutions Inc. | 9,284 | $317K | 0.0% | -84.9% | 0.027% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 27,547 | $942K | 0.0% | -65.9% | 0.081% | |
7/25/2025 | MGO One Seven LLC | 8,634 | $295K | 0.0% | +15.4% | 0.025% | |
7/25/2025 | CWM LLC | 1,288,291 | $44.05M | 0.2% | +3.6% | 3.789% | |
7/25/2025 | Apollon Wealth Management LLC | 14,882 | $509K | 0.0% | -21.2% | 0.044% | |
7/24/2025 | IFP Advisors Inc | 117,509 | $4.02M | 0.1% | -9.0% | 0.346% | |
7/23/2025 | Morey & Quinn Wealth Partners LLC | 17,934 | $613K | 0.5% | +57.4% | 0.053% | |
7/23/2025 | RiverTree Advisors LLC | 141,617 | $4.84M | 3.3% | -34.1% | 0.418% | |
7/22/2025 | Comprehensive Financial Consultants Institutional Inc. | 46,920 | $1.60M | 0.5% | -1.5% | 0.138% | |
7/22/2025 | Belpointe Asset Management LLC | 49,525 | $1.69M | 0.1% | -29.5% | 0.146% | |
7/22/2025 | Ergawealth Advisors Inc. | 21,893 | $749K | 0.3% | +14.8% | 0.065% | |
7/21/2025 | Clarity Capital Partners LLC | 9,231 | $316K | 0.1% | -18.8% | 0.027% | |
7/21/2025 | Ameritas Advisory Services LLC | 3,742 | $128K | 0.0% | N/A | 0.011% | |
7/18/2025 | Truist Financial Corp | 46,596 | $1.59M | 0.0% | -46.9% | 0.137% | |
7/17/2025 | Centennial Wealth Advisory LLC | 72,133 | $2.47M | 0.8% | +70.7% | 0.213% | |
7/16/2025 | ORG Partners LLC | 1,000 | $34K | 0.0% | -75.0% | 0.003% | |
7/16/2025 | Perigon Wealth Management LLC | 8,012 | $274K | 0.0% | -27.2% | 0.024% | |
7/15/2025 | Traction Financial Partners LLC | 25,645 | $877K | 0.6% | N/A | 0.076% | |
7/15/2025 | EWG Elevate Inc. | 176,659 | $6.04M | 1.9% | -0.5% | 0.522% | |
7/15/2025 | tru Independence LLC | 6,005 | $205K | 0.1% | N/A | 0.018% | |
7/15/2025 | Fifth Third Bancorp | 2,185 | $75K | 0.0% | +138.8% | 0.006% | |
7/15/2025 | LVZ Inc. | 106,729 | $3.65M | 0.4% | -0.4% | 0.315% | |
7/14/2025 | ABLE Financial Group LLC | 44,929 | $1.54M | 0.4% | +135.4% | 0.133% | |
7/14/2025 | Iams Wealth Management LLC | 115,100 | $3.94M | 1.8% | +0.7% | 0.340% | |
7/14/2025 | Park Avenue Securities LLC | 60,221 | $2.06M | 0.0% | N/A | 0.178% | |
7/11/2025 | Farther Finance Advisors LLC | 35,159 | $1.20M | 0.0% | -13.1% | 0.105% | |
7/11/2025 | Silver Oak Securities Incorporated | 9,806 | $335K | 0.0% | -9.3% | 0.029% | |
7/11/2025 | Kapstone Financial Advisors LLC | 48,827 | $1.67M | 0.8% | -4.0% | 0.145% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 10,570 | $361K | 0.0% | +5.1% | 0.032% | |
7/9/2025 | Tounjian Advisory Partners LLC | 458,528 | $15.68M | 2.8% | -0.9% | 1.369% | |
What Steve Bannon revealed about Trump’s gold play (Ad) A Trump advisor just said 3 words that could reset the dollar.
It’s a gold move nobody saw coming—and your IRA could be at risk.
Here’s how to prepare. Download the Free Gold Protection Guide to get started now |
7/2/2025 | HBW Advisory Services LLC | 20,583 | $704K | 0.1% | +5.1% | 0.062% | |
7/1/2025 | Park National Corp OH | 320,732 | $10.97M | 0.4% | -4.5% | 0.962% | |
7/1/2025 | Private Client Services LLC | 14,638 | $500K | 0.2% | -6.9% | 0.044% | |
6/27/2025 | Goldman Sachs Group Inc. | 33,920 | $1.01M | 0.0% | N/A | 0.108% | |
5/21/2025 | Geneos Wealth Management Inc. | 9,741 | $290K | 0.0% | +32.3% | 0.030% | |
5/20/2025 | Belpointe Asset Management LLC | 70,225 | $2.09M | 0.1% | -1.9% | 0.217% | |
5/20/2025 | Integrity Alliance LLC. | 11,286 | $336K | 0.0% | N/A | 0.035% | |
5/19/2025 | Jane Street Group LLC | 36,269 | $1.08M | 0.0% | +249.0% | 0.115% | |
5/16/2025 | Coppell Advisory Solutions LLC | 94,958 | $2.88M | 0.2% | N/A | 0.301% | |
5/16/2025 | Goldman Sachs Group Inc. | 33,920 | $1.01M | 0.0% | N/A | 0.108% | |