4/30/2025 | Allworth Financial LP | 540,175 | $25.16M | 0.1% | +4.4% | 1.063% | |
4/30/2025 | Personal CFO Solutions LLC | 12,107 | $568K | 0.1% | -90.4% | 0.024% | |
4/30/2025 | Planning Directions Inc. | 228,823 | $10.74M | 4.6% | +5.5% | 0.450% | |
4/29/2025 | Envestnet Asset Management Inc. | 46,447 | $2.18M | 0.0% | +11.9% | 0.091% | |
4/29/2025 | Atlantic Edge Private Wealth Management LLC | 254,562 | $11.95M | 3.7% | +0.8% | 0.501% | |
4/29/2025 | World Investment Advisors | 15,538 | $729K | 0.0% | N/A | 0.031% | |
4/29/2025 | Brookstone Capital Management | 27,399 | $1.29M | 0.0% | +34.6% | 0.054% | |
4/28/2025 | Axis Wealth Partners LLC | 50,834 | $2.39M | 1.8% | +13.0% | 0.100% | |
4/28/2025 | Novem Group | 11,472 | $539K | 0.1% | -28.1% | 0.023% | |
4/28/2025 | Klingenstein Fields & Co. LP | 38,326 | $1.80M | 0.1% | +232.0% | 0.075% | |
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4/25/2025 | Ameritas Advisory Services LLC | 4,784 | $225K | 0.0% | -10.4% | 0.009% | |
4/23/2025 | Goldstein Advisors LLC | 9,553 | $448K | 0.1% | +2.5% | 0.019% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 184,041 | $8.64M | 0.7% | +0.9% | 0.362% | |
4/23/2025 | Perigon Wealth Management LLC | 6,153 | $289K | 0.0% | +14.8% | 0.012% | |
4/23/2025 | Pinnacle Bancorp Inc. | 3,084 | $145K | 0.0% | N/A | 0.006% | |
4/23/2025 | Ferguson Shapiro LLC | 22,562 | $1.06M | 0.4% | +1.7% | 0.044% | |
4/23/2025 | Daymark Wealth Partners LLC | 43,016 | $2.02M | 0.1% | +7.6% | 0.085% | |
4/23/2025 | Valmark Advisers Inc. | 32,543 | $1.53M | 0.0% | +0.7% | 0.064% | |
4/22/2025 | Flagship Harbor Advisors LLC | 5,952 | $279K | 0.0% | -12.3% | 0.012% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 195,205 | $9.16M | 0.0% | -1.2% | 0.384% | |
4/22/2025 | Envision Financial LLC | 143,789 | $6.75M | 5.1% | +19.0% | 0.283% | |
4/22/2025 | Cyr Financial Inc. | 170,188 | $7.99M | 8.0% | +3.8% | 0.335% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 4,350 | $204K | 0.0% | -36.0% | 0.009% | |
4/18/2025 | Cornerstone Wealth Management LLC | 17,179 | $806K | 0.1% | +6.3% | 0.034% | |
4/17/2025 | Janney Montgomery Scott LLC | 34,519 | $1.62M | 0.0% | +22.3% | 0.068% | |
4/16/2025 | Avaii Wealth Management LLC | 9,034 | $424K | 0.2% | +7.1% | 0.018% | |
4/16/2025 | Pathway Financial Advisors LLC | 158,504 | $7.44M | 1.3% | +12.9% | 0.310% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 10,648 | $500K | 0.0% | -24.4% | 0.021% | |
4/15/2025 | Greenwood Capital Associates LLC | 25,390 | $1.19M | 0.2% | N/A | 0.050% | |
4/15/2025 | Chris Bulman Inc | 21,212 | $996K | 0.6% | +44.1% | 0.041% | |
4/14/2025 | Daymark Wealth Partners LLC | 43,016 | $2.02M | 0.1% | +7.6% | 0.084% | |
4/14/2025 | Toth Financial Advisory Corp | 150,032 | $7.04M | 0.8% | +12.0% | 0.293% | |
4/14/2025 | Patriot Financial Group Insurance Agency LLC | 23,980 | $1.13M | 0.2% | -22.9% | 0.047% | |
4/11/2025 | Alliance Wealth Advisors LLC | 501,145 | $23.52M | 13.3% | +1.3% | 0.982% | |
4/11/2025 | Pinnacle Wealth Management Group Inc. | 168,855 | $7.93M | 5.5% | +4.7% | 0.331% | |
4/11/2025 | Fjell Capital LLC | 138,688 | $6.51M | 6.6% | +50.1% | 0.272% | |
4/10/2025 | Strategic Planning Group LLC | 34,243 | $1.61M | 0.3% | +15.7% | 0.067% | |
4/9/2025 | Harbor Investment Advisory LLC | 528 | $25K | 0.0% | +80.8% | 0.001% | |
4/8/2025 | James J. Burns & Company LLC | 70,519 | $3.31M | 0.6% | -2.5% | 0.138% | |
4/7/2025 | AdvisorNet Financial Inc | 144,503 | $6.78M | 0.5% | +16.4% | 0.283% | |
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. |
3/19/2025 | Northeast Planning Associates INC. NH | 157,570 | $7.24M | 7.5% | N/A | 0.311% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 14,080 | $647K | 0.0% | -16.3% | 0.028% | |
2/18/2025 | Novem Group | 15,957 | $733K | 0.1% | N/A | 0.032% | |
2/18/2025 | Mpwm Advisory Solutions LLC | 4,123 | $189K | 0.1% | N/A | 0.008% | |
2/17/2025 | Cetera Investment Advisers | 513,320 | $23.59M | 0.0% | +9.5% | 1.013% | |
2/17/2025 | Bank of America Corp DE | 833,549 | $38.31M | 0.0% | +54.2% | 1.646% | |
2/17/2025 | Aptus Capital Advisors LLC | 182,201 | $8.37M | 0.1% | N/A | 0.360% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 19,342 | $889K | 0.0% | +103.2% | 0.038% | |
2/14/2025 | Jane Street Group LLC | 110,854 | $5.10M | 0.0% | +200.2% | 0.219% | |
2/14/2025 | Comerica Bank | 9,324 | $429K | 0.0% | +16.0% | 0.018% | |
2/14/2025 | Betterment LLC | 6,675 | $307K | 0.0% | -52.9% | 0.013% | |
2/14/2025 | Integrated Wealth Concepts LLC | 29,523 | $1.36M | 0.0% | +58.1% | 0.058% | |
2/14/2025 | Susquehanna International Group LLP | 41,159 | $1.89M | 0.0% | N/A | 0.081% | |
2/14/2025 | Stifel Financial Corp | 38,979 | $1.79M | 0.0% | -38.8% | 0.077% | |
2/14/2025 | Tower Research Capital LLC TRC | 536 | $25K | 0.0% | N/A | 0.001% | |
2/14/2025 | MML Investors Services LLC | 25,551 | $1.17M | 0.0% | +4.5% | 0.050% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 32,162 | $1.48M | 0.1% | -2.6% | 0.063% | |
2/13/2025 | Keystone Financial Group | 9,267 | $426K | 0.0% | N/A | 0.018% | |
2/13/2025 | Raymond James Financial Inc. | 783,160 | $35.99M | 0.0% | N/A | 1.546% | |
2/13/2025 | Advisory Services Network LLC | 28,599 | $1.31M | 0.0% | -28.1% | 0.056% | |
2/13/2025 | Envestnet Asset Management Inc. | 41,526 | $1.91M | 0.0% | -87.1% | 0.082% | |
2/13/2025 | Wells Fargo & Company MN | 498,140 | $22.90M | 0.0% | +184.2% | 0.983% | |
2/12/2025 | Nicolet Advisory Services LLC | 352,656 | $16.05M | 1.5% | +2.7% | 0.696% | |
2/12/2025 | Private Portfolio Partners LLC | 7,238 | $333K | 0.1% | -6.8% | 0.014% | |
2/12/2025 | CIBC Private Wealth Group LLC | 3,661 | $167K | 0.0% | -16.3% | 0.007% | |
2/12/2025 | WealthTrak Capital Management LLC | 2,661 | $122K | 0.1% | N/A | 0.005% | |
2/12/2025 | Orion Portfolio Solutions LLC | 1,543,057 | $70.92M | 0.7% | -1.9% | 3.047% | |
2/12/2025 | JPMorgan Chase & Co. | 114,060 | $5.24M | 0.0% | +6.4% | 0.225% | |
2/11/2025 | LPL Financial LLC | 1,253,462 | $57.61M | 0.0% | +108.3% | 2.475% | |
2/10/2025 | Thrivent Financial for Lutherans | 37,086 | $1.73M | 0.0% | +27.9% | 0.073% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 182,393 | $8.38M | 0.7% | +1.9% | 0.360% | |
2/10/2025 | Harbour Investments Inc. | 77,281 | $3.55M | 0.1% | +11.9% | 0.153% | |
2/10/2025 | Commonwealth Equity Services LLC | 54,838 | $2.52M | 0.0% | -0.9% | 0.108% | |
2/7/2025 | Horan Securities Inc. | 20,358 | $936K | 0.4% | +76.1% | 0.040% | |
2/7/2025 | Axis Wealth Partners LLC | 44,968 | $2.07M | 1.7% | N/A | 0.089% | |
2/7/2025 | Personal CFO Solutions LLC | 126,175 | $5.80M | 1.1% | -0.8% | 0.249% | |
2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 6,794 | $312K | 0.0% | -13.6% | 0.013% | |
2/6/2025 | Raymond James Financial Inc. | 783,160 | $35.99M | 0.0% | N/A | 1.546% | |
2/6/2025 | Victory Capital Management Inc. | 18,295,671 | $840.87M | 0.8% | +0.0% | 36.122% | |
2/6/2025 | Horan Capital Advisors LLC. | 335,231 | $15.41M | 5.2% | +57.6% | 0.662% | |
2/6/2025 | Charles Schwab Investment Management Inc. | 6,451,374 | $296.51M | 0.1% | -1.8% | 12.737% | |
2/6/2025 | Financial Services Advisory Inc | 173,667 | $7.98M | 1.9% | -18.2% | 0.343% | |
2/6/2025 | Planning Directions Inc. | 216,995 | $9.97M | 5.8% | +29.7% | 0.428% | |
2/5/2025 | NewEdge Wealth LLC | 43,169 | $1.98M | 0.0% | +1.1% | 0.085% | |
2/5/2025 | Fjell Capital LLC | 92,381 | $4.25M | 4.4% | N/A | 0.182% | |
2/4/2025 | Pine Valley Investments Ltd Liability Co | 278,998 | $12.82M | 0.8% | +87.1% | 0.551% | |
2/3/2025 | Sigma Planning Corp | 19,847 | $912K | 0.0% | +34.6% | 0.039% | |
2/3/2025 | Private Advisor Group LLC | 153,967 | $7.08M | 0.0% | +9.5% | 0.304% | |
1/31/2025 | Global Retirement Partners LLC | 739 | $34K | 0.0% | N/A | 0.001% | |
1/31/2025 | Truist Financial Corp | 226,520 | $10.41M | 0.0% | +5.2% | 0.448% | |
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. |
1/31/2025 | Sanctuary Advisors LLC | 14,144 | $654K | 0.0% | +26.0% | 0.028% | |
1/31/2025 | Pathway Financial Advisors LLC | 140,353 | $6.45M | 1.5% | -0.4% | 0.277% | |
1/30/2025 | Valmark Advisers Inc. | 32,304 | $1.49M | 0.0% | +4.1% | 0.064% | |
1/30/2025 | Allworth Financial LP | 517,352 | $23.78M | 0.1% | +15.4% | 1.022% | |
1/30/2025 | Newman Dignan & Sheerar Inc. | 353,733 | $16.26M | 4.2% | +2.0% | 0.699% | |
1/30/2025 | Klingenstein Fields & Co. LP | 11,545 | $531K | 0.0% | +3.3% | 0.023% | |
1/30/2025 | Bogart Wealth LLC | 1,760,244 | $80.90M | 3.8% | +36.9% | 3.479% | |
1/29/2025 | Marks Group Wealth Management Inc | 10,676 | $491K | 0.0% | +17.4% | 0.021% | |
1/29/2025 | Gladstone Institutional Advisory LLC | 109,424 | $5.03M | 0.2% | +10.6% | 0.216% | |
1/29/2025 | Atlantic Edge Private Wealth Management LLC | 252,423 | $11.60M | 3.6% | +2.4% | 0.499% | |