4/24/2024 | U S Global Investors Inc. | 354 | $30K | 0.0% | N/A | 0.014% | |
4/12/2024 | Northwest Investment Counselors LLC | 189,395 | $15.98M | 3.9% | -0.3% | 7.891% | |
4/11/2024 | Boston Standard Wealth Management LLC | 20,507 | $1.73M | 0.4% | -71.5% | 0.854% | |
2/14/2024 | Barometer Capital Management Inc. | 6,500 | $528K | 0.2% | +3.2% | 0.252% | |
2/14/2024 | Cullen Capital Management LLC | 2,500 | $203K | 0.0% | N/A | 0.097% | |
2/14/2024 | Stamos Capital Partners L.P. | 3,380 | $275K | 0.1% | -17.2% | 0.131% | |
|
2/13/2024 | 1832 Asset Management L.P. | 243,953 | $19.83M | 0.0% | -1.8% | 9.456% | |
2/8/2024 | M Financial Asset Management Inc. | 10,222 | $831K | 2.6% | -21.7% | 0.396% | |
2/7/2024 | Endowment Wealth Management Inc. | 2,488 | $202K | 0.2% | N/A | 0.096% | |
2/6/2024 | Private Advisor Group LLC | 6,601 | $537K | 0.0% | -10.9% | 0.256% | |
2/6/2024 | National Bank of Canada FI | 4,556 | $368K | 0.0% | +50.8% | 0.177% | |
2/6/2024 | Millburn Ridgefield Corp | 1,030 | $84K | 0.0% | N/A | 0.040% | |
2/5/2024 | Ledyard National Bank | 5,233 | $425K | 0.0% | -3.5% | 0.203% | |
2/5/2024 | Matrix Trust Co | 4,489 | $365K | 0.1% | -5.5% | 0.174% | |
2/2/2024 | Truist Financial Corp | 20,989 | $1.71M | 0.0% | +1.8% | 0.814% | |
2/2/2024 | Simplex Trading LLC | 402 | $32K | 0.0% | N/A | 0.016% | |
1/30/2024 | Independent Family Office LLC | 12,820 | $1.04M | 0.6% | -17.0% | 0.497% | |
1/29/2024 | Lodestar Private Asset Management LLC | 6,586 | $535K | 0.1% | -2.5% | 0.255% | |
1/25/2024 | International Assets Investment Management LLC | 26,956 | $2.19M | 0.0% | N/A | 1.045% | |
1/24/2024 | International Assets Investment Management LLC | 26,956 | $2.19M | 0.0% | N/A | 1.045% | |
1/19/2024 | Northwest Investment Counselors LLC | 190,017 | $15.45M | 4.1% | -0.4% | 7.198% | |
1/17/2024 | Alhambra Investment Management LLC | 24,889 | $2.02M | 1.2% | +20.1% | 0.943% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 3,889 | $316K | 0.0% | +15.7% | 0.147% | |
1/16/2024 | Raymond James & Associates | 2,588 | $210K | 0.0% | -14.6% | 0.098% | |
1/12/2024 | Advisor Resource Council | 9,920 | $806K | 0.1% | N/A | 0.376% | |
11/21/2023 | Tompkins Financial Corp | 500 | $37K | 0.0% | -33.3% | 0.019% | |
11/8/2023 | Barometer Capital Management Inc. | 6,300 | $466K | 0.2% | N/A | 0.233% | |
11/3/2023 | Private Advisor Group LLC | 7,407 | $548K | 0.0% | -42.8% | 0.274% | |
11/1/2023 | Wealthfront Advisers LLC | 3,905 | $289K | 0.0% | +15.4% | 0.145% | |
10/30/2023 | Matrix Trust Co | 4,752 | $352K | 0.1% | -21.7% | 0.176% | |
10/27/2023 | Oarsman Capital Inc. | 6,607 | $489K | 0.2% | -6.2% | 0.245% | |
10/27/2023 | TIAA Trust National Association | 4,962 | $367K | 0.0% | N/A | 0.184% | |
10/24/2023 | Raymond James & Associates | 3,032 | $224K | 0.0% | -14.2% | 0.112% | |
10/17/2023 | Alhambra Investment Partners LLC | 20,718 | $1.53M | 1.0% | N/A | 0.767% | |
10/12/2023 | Northwest Investment Counselors LLC | 190,735 | $14.12M | 3.9% | -2.2% | 7.064% | |
10/10/2023 | National Bank of Canada FI | 3,022 | $219K | 0.0% | N/A | 0.112% | |
8/15/2023 | BlueCrest Capital Management Ltd | 10,393 | $745K | 0.0% | N/A | 0.369% | |
8/14/2023 | Horizon Kinetics Asset Management LLC | 11,058 | $793K | 0.0% | -4.6% | 0.392% | |
8/14/2023 | 1832 Asset Management L.P. | 250,325 | $17.95M | 0.0% | +0.6% | 8.877% | |
8/11/2023 | The Manufacturers Life Insurance Company | 67,662 | $4.85M | 0.0% | -7.3% | 2.399% | |
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8/10/2023 | Private Advisor Group LLC | 12,947 | $957K | 0.0% | -12.1% | 0.459% | |
8/8/2023 | Catalyst Capital Advisors LLC | 2,844 | $204K | 0.0% | -10.2% | 0.101% | |
8/8/2023 | Prospera Financial Services Inc | 4,162 | $298K | 0.0% | -4.5% | 0.148% | |
8/4/2023 | Envestnet Asset Management Inc. | 21,937 | $1.57M | 0.0% | -1.7% | 0.778% | |
8/2/2023 | Bank of Montreal Can | 4,601 | $338K | 0.0% | N/A | 0.163% | |
8/1/2023 | Truist Financial Corp | 20,198 | $1.45M | 0.0% | -7.5% | 0.716% | |
7/31/2023 | LPL Financial LLC | 21,236 | $1.52M | 0.0% | -1.7% | 0.753% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 3,501 | $251K | 0.0% | -9.1% | 0.124% | |
7/25/2023 | Raymond James & Associates | 3,532 | $253K | 0.0% | -8.2% | 0.125% | |
7/25/2023 | Independent Family Office LLC | 15,442 | $1.11M | 0.7% | -40.9% | 0.548% | |
7/21/2023 | Millburn Ridgefield Corp | 3,259 | $234K | 0.0% | -6.1% | 0.116% | |
7/19/2023 | Matrix Trust Co | 6,069 | $435K | 0.1% | +85.7% | 0.215% | |
7/18/2023 | Virtue Capital Management LLC | 2,947 | $210K | 0.0% | -35.4% | 0.105% | |
7/17/2023 | Eclectic Associates Inc. ADV | 13,238 | $949K | 0.5% | +1.8% | 0.469% | |
7/11/2023 | Northwest Investment Counselors LLC | 195,109 | $13.99M | 3.7% | +2.2% | 6.919% | |
7/6/2023 | Boston Standard Wealth Management LLC | 83,393 | $5.98M | 1.5% | +8.5% | 2.957% | |
5/15/2023 | Catalyst Capital Advisors LLC | 3,167 | $227K | 0.0% | -7.0% | 0.112% | |
5/10/2023 | Private Advisor Group LLC | 14,727 | $1.05M | 0.0% | N/A | 0.522% | |
5/9/2023 | Tortoise Investment Management LLC | 5,809 | $416K | 0.1% | -6.2% | 0.206% | |
5/5/2023 | Truist Financial Corp | 21,827 | $1.56M | 0.0% | +1.5% | 0.774% | |
5/4/2023 | Wealthcare Advisory Partners LLC | 6,417 | $459K | 0.0% | -43.2% | 0.228% | |
5/4/2023 | Independent Family Office LLC | 26,147 | $1.87M | 1.1% | -8.2% | 0.927% | |
5/1/2023 | Csenge Advisory Group | 5,454 | $390K | 0.0% | -22.8% | 0.193% | |
4/28/2023 | Wealthfront Advisers LLC | 4,841 | $347K | 0.0% | +59.7% | 0.172% | |
4/20/2023 | Novare Capital Management LLC | 5,847 | $419K | 0.0% | -17.0% | 0.207% | |
4/17/2023 | Northwest Investment Counselors LLC | 190,858 | $13.66M | 3.8% | -1.7% | 6.768% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 3,852 | $276K | 0.0% | -3.7% | 0.137% | |
4/12/2023 | Matrix Trust Co | 3,268 | $234K | 0.1% | N/A | 0.116% | |
4/4/2023 | Boston Standard Wealth Management LLC | 76,887 | $5.50M | 1.6% | -0.5% | 2.615% | |
3/6/2023 | OLD Mission Capital LLC | 40,970 | $2.98M | 0.1% | -10.5% | 1.394% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 11,288 | $821K | 0.0% | +17.3% | 0.384% | |
2/13/2023 | M&T Bank Corp | 4,566 | $476K | 0.0% | -67.4% | 0.155% | |
2/13/2023 | M Holdings Securities Inc. | 19,021 | $1.38M | 0.1% | -17.5% | 0.647% | |
2/13/2023 | M Financial Asset Management Inc. | 13,100 | $953K | 3.5% | +2.9% | 0.446% | |
2/9/2023 | Horizon Kinetics Asset Management LLC | 13,811 | $1.01M | 0.0% | -5.4% | 0.470% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 3,000 | $218K | 0.0% | N/A | 0.102% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 3,998 | $291K | 0.0% | N/A | 0.136% | |
2/8/2023 | Belpointe Asset Management LLC | 2,074 | $151K | 0.0% | -36.9% | 0.071% | |
2/7/2023 | Catalyst Capital Advisors LLC | 3,406 | $248K | 0.0% | +4.1% | 0.116% | |
2/7/2023 | Horizon Kinetics Asset Management LLC | 13,811 | $1.01M | 0.0% | -5.4% | 0.470% | |
2/7/2023 | LPL Financial LLC | 24,675 | $1.80M | 0.0% | -15.4% | 0.839% | |
2/7/2023 | Envestnet Asset Management Inc. | 21,939 | $1.60M | 0.0% | +4.3% | 0.746% | |
2/3/2023 | Tortoise Investment Management LLC | 6,194 | $451K | 0.1% | -14.5% | 0.211% | |
2/3/2023 | CX Institutional | 9,122 | $664K | 0.0% | -31.0% | 0.310% | |
2/2/2023 | Lodestar Private Asset Management LLC | 7,009 | $510K | 0.1% | N/A | 0.238% | |
1/20/2023 | Millburn Ridgefield Corp | 3,406 | $247K | 0.0% | -15.3% | 0.116% | |
1/18/2023 | Private Advisor Group LLC | 15,928 | $660.17M | 0.0% | -17.3% | 0.542% | |
1/18/2023 | Northwest Investment Counselors LLC | 194,129 | $14.12M | 4.1% | +0.1% | 6.603% | |
1/17/2023 | Novare Capital Management LLC | 7,047 | $513K | 0.1% | -41.5% | 0.240% | |
1/10/2023 | Boston Standard Wealth Management LLC | 77,252 | $5.62M | 1.7% | +7.7% | 2.628% | |
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The more capital you have, the more risk averse you can afford to be.
But when you’re staring down the barrel of retirement and you’ve only got 5, 10, 50 or $100,000 saved, you’ve got to be more aggressive.
In an exclusive online training, the Market expert Steven Place is revealing a powerful “roadmap” that’s leading everyday investors to easy, triple-digit wins, even if they don’t have a lot of experience in trading. Click To Access This Powerful Training Right Now! |
11/17/2022 | M Holdings Securities Inc. | 23,054 | $1.51M | 0.2% | -11.0% | 0.739% | |
11/16/2022 | Horizon Kinetics Asset Management LLC | 14,598 | $955K | 0.0% | -2.5% | 0.477% | |
11/15/2022 | Belpointe Asset Management LLC | 3,289 | $215K | 0.0% | -7.5% | 0.105% | |
11/14/2022 | OLD Mission Capital LLC | 45,775 | $3.00M | 0.1% | N/A | 1.467% | |
11/8/2022 | Catalyst Capital Advisors LLC | 3,271 | $214K | 0.0% | -17.2% | 0.105% | |
11/4/2022 | CX Institutional | 13,216 | $865K | 0.1% | +3.3% | 0.424% | |
11/4/2022 | First Republic Investment Management Inc. | 4,833 | $316K | 0.0% | N/A | 0.155% | |
11/3/2022 | Global Retirement Partners LLC | 1,111 | $78K | 0.0% | -27.4% | 0.036% | |
11/3/2022 | The Manufacturers Life Insurance Company | 101,085 | $6.61M | 0.0% | +34.1% | 3.240% | |
11/2/2022 | Rockefeller Capital Management L.P. | 1,932 | $126K | 0.0% | N/A | 0.062% | |