5/2/2025 | Retirement Planning Co of New England Inc. | 9,640 | $632K | 0.2% | -44.2% | 0.001% | |
5/2/2025 | Bailard Inc. | 8,099 | $531K | 0.0% | +4.5% | 0.001% | |
5/2/2025 | Graypoint LLC | 3,248 | $213K | 0.0% | N/A | 0.000% | |
5/2/2025 | Verdence Capital Advisors LLC | 26,195 | $1.72M | 0.1% | +9.5% | 0.003% | |
5/2/2025 | Mayflower Financial Advisors LLC | 3,649 | $239K | 0.0% | +4.0% | 0.000% | |
5/2/2025 | Larson Financial Group LLC | 422 | $28K | 0.0% | -39.7% | 0.000% | |
5/2/2025 | SBI Securities Co. Ltd. | 11,503 | $755K | 0.0% | +2.8% | 0.001% | |
5/2/2025 | Signaturefd LLC | 18,127 | $1.19M | 0.0% | +5.5% | 0.002% | |
5/1/2025 | Bleakley Financial Group LLC | 12,923 | $848K | 0.0% | +45.3% | 0.001% | |
5/1/2025 | CWM LLC | 4,453 | $292K | 0.0% | +16.1% | 0.000% | |
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5/1/2025 | TruNorth Capital Management LLC | 1,084 | $71K | 0.0% | N/A | 0.000% | |
5/1/2025 | Stephens Inc. AR | 10,488 | $688K | 0.0% | +16.9% | 0.001% | |
5/1/2025 | FDx Advisors Inc. | 4,171 | $274K | 0.1% | +14.4% | 0.000% | |
5/1/2025 | Ballentine Partners LLC | 6,074 | $399K | 0.0% | -7.2% | 0.001% | |
5/1/2025 | Cromwell Holdings LLC | 1,690 | $111K | 0.1% | +11.5% | 0.000% | |
5/1/2025 | Barry Investment Advisors LLC | 9,246 | $607K | 0.2% | +1.9% | 0.001% | |
5/1/2025 | Sage Rhino Capital LLC | 4,524 | $297K | 0.1% | +3.6% | 0.000% | |
4/30/2025 | Cerity Partners LLC | 48,188 | $3.16M | 0.0% | +48.7% | 0.005% | |
4/30/2025 | Code Waechter LLC | 8,367 | $549K | 0.5% | N/A | 0.001% | |
4/30/2025 | Greenleaf Trust | 4,028 | $264K | 0.0% | +10.5% | 0.000% | |
4/30/2025 | M&T Bank Corp | 66,375 | $4.36M | 0.0% | +0.4% | 0.007% | |
4/30/2025 | Beverly Hills Private Wealth LLC | 6,637 | $435K | 0.1% | -2.8% | 0.001% | |
4/30/2025 | Crossmark Global Holdings Inc. | 117,779 | $7.73M | 0.1% | -1.2% | 0.012% | |
4/30/2025 | Fullcircle Wealth LLC | 2,824 | $206K | 0.1% | -14.1% | 0.000% | |
4/29/2025 | Raleigh Capital Management Inc. | 30,468 | $2.00M | 0.9% | +16.9% | 0.003% | |
4/29/2025 | Callan Capital LLC | 4,207 | $276K | 0.0% | N/A | 0.000% | |
4/29/2025 | TD Private Client Wealth LLC | 68,238 | $4.48M | 0.1% | +33.5% | 0.007% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,372,417 | $90.04M | 0.0% | +19.9% | 0.140% | |
4/29/2025 | Hexagon Capital Partners LLC | 4,196 | $275K | 0.1% | -3.2% | 0.000% | |
4/29/2025 | Concurrent Investment Advisors LLC | 3,842 | $252K | 0.0% | N/A | 0.000% | |
4/29/2025 | HM Payson & Co. | 1,881 | $123K | 0.0% | +974.9% | 0.000% | |
4/29/2025 | Bank of New York Mellon Corp | 69,635 | $4.57M | 0.0% | +3.6% | 0.007% | |
4/29/2025 | World Investment Advisors | 11,327 | $743K | 0.0% | +27.0% | 0.001% | |
4/29/2025 | Checchi Capital Advisers LLC | 3,257 | $214K | 0.0% | N/A | 0.000% | |
4/28/2025 | D.A. Davidson & CO. | 3,652 | $240K | 0.0% | N/A | 0.000% | |
4/28/2025 | First Horizon Advisors Inc. | 1,227 | $81K | 0.0% | +13.9% | 0.000% | |
4/28/2025 | Private Trust Co. NA | 2,444 | $160K | 0.0% | +36.7% | 0.000% | |
4/28/2025 | Miller Howard Investments Inc. NY | 87,436 | $5.74M | 0.2% | +1.6% | 0.009% | |
4/28/2025 | Aaron Wealth Advisors LLC | 6,160 | $404K | 0.0% | +5.4% | 0.001% | |
4/28/2025 | First Bank & Trust | 45,901 | $3.01M | 0.6% | +16.6% | 0.005% | |
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. |
4/28/2025 | DAVENPORT & Co LLC | 81,497 | $5.35M | 0.0% | +27.9% | 0.008% | |
4/28/2025 | Cidel Asset Management Inc. | 57,253 | $3.76M | 0.2% | -3.3% | 0.006% | |
4/25/2025 | Advisors Management Group Inc. ADV | 14,921 | $979K | 0.2% | -1.5% | 0.002% | |
4/25/2025 | Henry James International Management Inc. | 29,431 | $1.93M | 0.7% | +2.0% | 0.003% | |
4/25/2025 | Naviter Wealth LLC | 21,087 | $1.38M | 0.2% | +3.1% | 0.002% | |
4/24/2025 | Golden State Wealth Management LLC | 426 | $28K | 0.0% | N/A | 0.000% | |
4/24/2025 | Jeppson Wealth Management LLC | 6,801 | $446K | 0.2% | -32.9% | 0.001% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 9,481 | $624K | 0.0% | +97.3% | 0.001% | |
4/24/2025 | Highland Capital Management LLC | 13,679 | $897K | 0.1% | -7.1% | 0.001% | |
4/24/2025 | Park Place Capital Corp | 7,466 | $490K | 0.1% | +36.6% | 0.001% | |
4/24/2025 | PDS Planning Inc | 3,302 | $217K | 0.0% | N/A | 0.000% | |
4/23/2025 | Phillips Wealth Planners LLC | 3,849 | $262K | 0.3% | N/A | 0.000% | |
4/23/2025 | HBK Sorce Advisory LLC | 7,107 | $466K | 0.0% | +3.7% | 0.001% | |
4/23/2025 | Golden State Wealth Management LLC | 426 | $28K | 0.0% | N/A | 0.000% | |
4/23/2025 | Bessemer Group Inc. | 960 | $62K | 0.0% | +216.8% | 0.000% | |
4/23/2025 | JCIC Asset Management Inc. | 30,685 | $2.01M | 0.8% | -1.7% | 0.003% | |
4/23/2025 | Keudell Morrison Wealth Management | 8,967 | $588K | 0.1% | +18.2% | 0.001% | |
4/23/2025 | Oppenheimer & Co. Inc. | 9,904 | $650K | 0.0% | +122.3% | 0.001% | |
4/23/2025 | Oppenheimer Asset Management Inc. | 4,363 | $286K | 0.0% | +17.2% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 13,826 | $907K | 0.0% | +3.8% | 0.001% | |
4/22/2025 | PFG Investments LLC | 10,154 | $666K | 0.0% | -3.5% | 0.001% | |
4/21/2025 | Good Steward Wealth Advisors LLC | 6,473 | $425K | 0.4% | N/A | 0.001% | |
4/21/2025 | Blue Trust Inc. | 3,249 | $213K | 0.0% | +26.7% | 0.000% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 8,399 | $551K | 0.1% | +12.2% | 0.001% | |
4/21/2025 | Plimoth Trust Co. LLC | 9,816 | $644K | 0.2% | -1.9% | 0.001% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 51,228 | $3.36M | 0.0% | -2.6% | 0.005% | |
4/21/2025 | Johnson Investment Counsel Inc. | 8,794 | $577K | 0.0% | -3.1% | 0.001% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 6,056 | $398K | 0.0% | +25.5% | 0.001% | |
4/18/2025 | GSB Wealth Management LLC | 4,010 | $263K | 0.1% | -21.9% | 0.000% | |
4/17/2025 | QRG Capital Management Inc. | 55,441 | $3.64M | 0.0% | -8.7% | 0.006% | |
4/17/2025 | Sagespring Wealth Partners LLC | 4,084 | $268K | 0.0% | N/A | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 95,318 | $6.25M | 0.0% | +5.7% | 0.010% | |
4/17/2025 | Sound Income Strategies LLC | 877 | $58K | 0.0% | +197.3% | 0.000% | |
4/17/2025 | Ritholtz Wealth Management | 8,917 | $585K | 0.0% | N/A | 0.001% | |
4/16/2025 | Hennessy Advisors Inc. | 199,344 | $13.08M | 0.4% | -4.7% | 0.020% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 28,418 | $1.87M | 0.0% | +9.2% | 0.003% | |
4/15/2025 | Fifth Third Bancorp | 4,932 | $324K | 0.0% | +8.6% | 0.001% | |
4/15/2025 | SJS Investment Consulting Inc. | 449 | $29K | 0.0% | N/A | 0.000% | |
4/15/2025 | GAMMA Investing LLC | 1,873 | $123K | 0.0% | +52.4% | 0.000% | |
4/15/2025 | Fourpath Capital Management LLC | 16,305 | $1.07M | 0.2% | +13.8% | 0.002% | |
4/14/2025 | Farther Finance Advisors LLC | 2,545 | $167K | 0.0% | +60.4% | 0.000% | |
4/14/2025 | Lloyd Advisory Services LLC. | 3,256 | $214K | 0.1% | N/A | 0.000% | |
4/14/2025 | Park Avenue Securities LLC | 35,012 | $2.30M | 0.0% | +17.5% | 0.004% | |
4/14/2025 | Bank of New Hampshire | 2,189 | $144K | 0.0% | +14.4% | 0.000% | |
4/14/2025 | Beach Investment Counsel Inc. PA | 31,808 | $2.09M | 0.3% | -8.6% | 0.003% | |
4/11/2025 | Procyon Advisors LLC | 7,656 | $502K | 0.0% | -9.6% | 0.001% | |
4/10/2025 | Gilman Hill Asset Management LLC | 43,918 | $2.88M | 0.5% | +15.3% | 0.004% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 12,630 | $829K | 0.0% | +82.8% | 0.001% | |
4/10/2025 | Romano Brothers AND Company | 12,367 | $811K | 0.1% | -8.1% | 0.001% | |
4/9/2025 | Fulton Bank N.A. | 41,832 | $2.75M | 0.1% | +15.1% | 0.004% | |
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. |
4/9/2025 | Mitchell & Pahl Private Wealth LLC | 11,487 | $754K | 0.4% | -2.1% | 0.001% | |
4/9/2025 | High Net Worth Advisory Group LLC | 3,209 | $211K | 0.1% | N/A | 0.000% | |
4/9/2025 | Gradient Investments LLC | 8,156 | $535K | 0.0% | +2.0% | 0.001% | |
4/9/2025 | LVW Advisors LLC | 4,149 | $272K | 0.0% | N/A | 0.000% | |
4/9/2025 | NBC Securities Inc. | 3,285 | $215K | 0.0% | +109,400.0% | 0.000% | |
4/9/2025 | 180 Wealth Advisors LLC | 4,152 | $272K | 0.0% | -12.1% | 0.000% | |
4/8/2025 | Rhumbline Advisers | 17,184 | $1.13M | 0.0% | +1.9% | 0.002% | |
4/8/2025 | Investors Research Corp | 4,227 | $277K | 0.1% | +5.3% | 0.000% | |
4/8/2025 | Lantz Financial LLC | 7,535 | $494K | 0.1% | +16.1% | 0.001% | |
4/8/2025 | Parallel Advisors LLC | 3,397 | $223K | 0.0% | +27.1% | 0.000% | |