3/22/2024 | PNC Financial Services Group Inc. | 75,059 | $0.34M | 0.0% | -3.7% | 0.002% | |
3/13/2024 | Sivia Capital Partners LLC | 13,701 | $62K | 0.0% | N/A | 0.000% | |
3/1/2024 | Goldman Sachs Group Inc. | 3,933,656 | $17.74M | 0.0% | +21.3% | 0.131% | |
2/26/2024 | Virtu Financial LLC | 74,092 | $0.33M | 0.0% | +55.0% | 0.002% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 126,297 | $0.57M | 0.0% | +12.0% | 0.004% | |
2/15/2024 | Vident Advisory LLC | 133,258 | $0.60M | 0.0% | -2.8% | 0.004% | |
|
2/15/2024 | OLD Mission Capital LLC | 11,419 | $51K | 0.0% | N/A | 0.000% | |
2/14/2024 | Pathstone Holdings LLC | 120,191 | $0.54M | 0.0% | N/A | 0.004% | |
2/14/2024 | Creative Planning | 264,006 | $1.19M | 0.0% | +49.1% | 0.009% | |
2/14/2024 | Ethic Inc. | 1,111,034 | $5.01M | 0.1% | +18.9% | 0.037% | |
2/14/2024 | Cresset Asset Management LLC | 54,384 | $0.25M | 0.0% | -6.6% | 0.002% | |
2/14/2024 | Sei Investments Co. | 86,379 | $0.39M | 0.0% | N/A | 0.003% | |
2/13/2024 | Morningstar Investment Services LLC | 140,115 | $0.63M | 0.0% | +102.7% | 0.005% | |
2/13/2024 | Envestnet Asset Management Inc. | 37,120 | $0.17M | 0.0% | +62.5% | 0.001% | |
2/13/2024 | Northern Trust Corp | 1,199,996 | $5.41M | 0.0% | +6.6% | 0.040% | |
2/13/2024 | Goldman Sachs Group Inc. | 3,933,656 | $17.74M | 0.0% | +21.3% | 0.131% | |
2/12/2024 | Capstone Investment Advisors LLC | 27,847 | $0.13M | 0.0% | N/A | 0.001% | |
2/12/2024 | Parallel Advisors LLC | 19,110 | $86K | 0.0% | +38.4% | 0.001% | |
2/9/2024 | Orion Portfolio Solutions LLC | 34,644 | $0.16M | 0.0% | +37.4% | 0.001% | |
2/9/2024 | US Bancorp DE | 93,025 | $0.42M | 0.0% | +3.8% | 0.003% | |
2/9/2024 | EverSource Wealth Advisors LLC | 7,482 | $34K | 0.0% | +36.9% | 0.000% | |
2/9/2024 | Franklin Resources Inc. | 43,558 | $0.20M | 0.0% | +15.2% | 0.001% | |
2/9/2024 | Corient Private Wealth LLC | 92,072 | $0.42M | 0.0% | -12.7% | 0.003% | |
2/9/2024 | UBS Group AG | 140,286 | $0.63M | 0.0% | +4.8% | 0.005% | |
2/9/2024 | PNC Financial Services Group Inc. | 75,059 | $0.34M | 0.0% | -3.7% | 0.002% | |
2/8/2024 | Quadrant Capital Group LLC | 60,764 | $0.27M | 0.0% | +36.4% | 0.002% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 197,029 | $0.89M | 0.0% | +21.3% | 0.007% | |
2/7/2024 | Ieq Capital LLC | 12,593 | $57K | 0.0% | N/A | 0.000% | |
2/7/2024 | Forum Financial Management LP | 58,289 | $0.26M | 0.0% | -22.5% | 0.002% | |
2/7/2024 | QRG Capital Management Inc. | 144,668 | $0.65M | 0.0% | +6.9% | 0.005% | |
2/7/2024 | BNP Paribas Financial Markets | 10,275 | $46K | 0.0% | -69.4% | 0.000% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 221,306 | $1M | 0.0% | +72.8% | 0.007% | |
2/6/2024 | M&T Bank Corp | 25,537 | $0.12M | 0.0% | -12.9% | 0.001% | |
2/6/2024 | Natixis Advisors L.P. | 213,304 | $0.96M | 0.0% | +4.6% | 0.007% | |
2/6/2024 | First Trust Direct Indexing L.P. | 233,243 | $1.05M | 0.1% | +4.8% | 0.008% | |
2/5/2024 | Victory Capital Management Inc. | 142,324 | $0.64M | 0.0% | -59.1% | 0.005% | |
2/5/2024 | Vanguard Capital Wealth Advisors | 101,225 | $0.46M | 0.4% | +179.4% | 0.003% | |
2/5/2024 | Russell Investments Group Ltd. | 13,798 | $62K | 0.0% | +393.0% | 0.000% | |
2/2/2024 | Callan Capital LLC | 34,833 | $0.16M | 0.0% | N/A | 0.001% | |
2/2/2024 | Bailard Inc. | 54,487 | $0.25M | 0.0% | +29.9% | 0.002% | |
Trump’s “Tax Free” Retirement Strategy (Ad) Since 1924 — over one hundred years — the US dollar has lost nearly 18x its value.
In other words, a dollar back then would buy $17.82 worth of goods in today's money.
If you're planning on retiring any time soon…This poses a real problem. Protect your retirement savings from the inevitable devaluation of the dollar… |
2/1/2024 | GAMMA Investing LLC | 7,517 | $34K | 0.0% | N/A | 0.000% | |
2/1/2024 | Cable Hill Partners LLC | 62,852 | $0.29M | 0.0% | +15.9% | 0.002% | |
2/1/2024 | Signaturefd LLC | 92,455 | $0.42M | 0.0% | +5.1% | 0.003% | |
1/30/2024 | SVB Wealth LLC | 20,460 | $92K | 0.0% | +36.1% | 0.001% | |
1/30/2024 | Investors Research Corp | 22,000 | $99K | 0.0% | -21.4% | 0.001% | |
1/29/2024 | Simplicity Solutions LLC | 24,402 | $0.11M | 0.0% | N/A | 0.001% | |
1/29/2024 | Perigon Wealth Management LLC | 20,829 | $94K | 0.0% | +45.9% | 0.001% | |
1/29/2024 | Valeo Financial Advisors LLC | 13,452 | $61K | 0.0% | +20.7% | 0.000% | |
1/26/2024 | Cerity Partners LLC | 225,016 | $1.02M | 0.0% | +19.5% | 0.007% | |
1/26/2024 | Aaron Wealth Advisors LLC | 63,888 | $0.29M | 0.0% | +31.5% | 0.002% | |
1/26/2024 | Optas LLC | 35,382 | $0.16M | 0.0% | +22.7% | 0.001% | |
1/26/2024 | Sequoia Financial Advisors LLC | 30,620 | $0.14M | 0.0% | -26.5% | 0.001% | |
1/25/2024 | BSW Wealth Partners | 54,184 | $0.24M | 0.0% | +30.3% | 0.002% | |
1/25/2024 | Bleakley Financial Group LLC | 24,402 | $0.11M | 0.0% | N/A | 0.001% | |
1/23/2024 | Ballentine Partners LLC | 48,741 | $0.22M | 0.0% | +60.9% | 0.002% | |
1/18/2024 | Caprock Group LLC | 39,497 | $0.18M | 0.0% | -5.7% | 0.001% | |
1/18/2024 | Successful Portfolios LLC | 15,000 | $68K | 0.1% | N/A | 0.000% | |
1/16/2024 | Pacer Advisors Inc. | 27,408 | $0.12M | 0.0% | N/A | 0.001% | |
1/11/2024 | Bruce G. Allen Investments LLC | 6,485 | $29K | 0.0% | N/A | 0.000% | |
12/6/2023 | Citigroup Inc. | 13,292 | $53K | 0.0% | +29.1% | 0.000% | |
11/16/2023 | Creative Planning | 177,072 | $0.71M | 0.0% | +45.8% | 0.006% | |
11/16/2023 | Morgan Stanley | 8,698,178 | $34.97M | 0.0% | +6.6% | 0.290% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 112,802 | $0.45M | 0.0% | +11.3% | 0.004% | |
11/15/2023 | Lake Street Advisors Group LLC | 21,764 | $88K | 0.0% | +13.6% | 0.001% | |
11/15/2023 | Evergreen Capital Management LLC | 21,498 | $86K | 0.0% | +16.5% | 0.001% | |
11/15/2023 | Advisors Asset Management Inc. | 41,136 | $0.17M | 0.0% | -25.5% | 0.001% | |
11/15/2023 | Glenmede Trust Co. NA | 16,396 | $66K | 0.0% | -40.8% | 0.001% | |
11/14/2023 | Morningstar Investment Services LLC | 69,129 | $0.29M | 0.0% | +6.3% | 0.002% | |
11/14/2023 | Qube Research & Technologies Ltd | 565,359 | $2.27M | 0.0% | N/A | 0.019% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 14,444 | $58K | 0.0% | +38.8% | 0.000% | |
11/13/2023 | Natixis Advisors L.P. | 203,898 | $0.82M | 0.0% | +6.2% | 0.007% | |
11/13/2023 | Northern Trust Corp | 1,125,696 | $4.53M | 0.0% | +0.4% | 0.037% | |
11/13/2023 | Mariner LLC | 226,286 | $0.91M | 0.0% | +6.8% | 0.008% | |
11/13/2023 | Invesco Ltd. | 10,322 | $41K | 0.0% | -39.7% | 0.000% | |
11/13/2023 | FMR LLC | 1,085,771 | $4.37M | 0.0% | +5.8% | 0.036% | |
11/13/2023 | Envestnet Asset Management Inc. | 22,844 | $92K | 0.0% | -83.6% | 0.001% | |
11/13/2023 | QRG Capital Management Inc. | 135,304 | $0.54M | 0.0% | N/A | 0.005% | |
11/9/2023 | Citigroup Inc. | 13,292 | $53K | 0.0% | +29.1% | 0.000% | |
11/9/2023 | UBS Group AG | 133,807 | $0.54M | 0.0% | -3.3% | 0.004% | |
11/8/2023 | Pathstone Family Office LLC | 20,319 | $82K | 0.0% | N/A | 0.001% | |
11/8/2023 | Vanguard Personalized Indexing Management LLC | 162,460 | $0.65M | 0.0% | +19.9% | 0.005% | |
11/8/2023 | Charles Schwab Investment Management Inc. | 128,106 | $0.52M | 0.0% | +64.0% | 0.004% | |
11/8/2023 | Sequoia Financial Advisors LLC | 41,674 | $0.17M | 0.0% | +71.9% | 0.001% | |
11/6/2023 | Schechter Investment Advisors LLC | 32,383 | $0.13M | 0.0% | +19.4% | 0.001% | |
11/4/2023 | Signaturefd LLC | 87,966 | $0.35M | 0.0% | +17.4% | 0.003% | |
11/2/2023 | M&T Bank Corp | 29,324 | $0.12M | 0.0% | +26.5% | 0.001% | |
11/1/2023 | Vanguard Capital Wealth Advisors | 36,225 | $0.15M | 0.1% | N/A | 0.001% | |
10/31/2023 | Optas LLC | 28,842 | $0.12M | 0.0% | +133.7% | 0.001% | |
10/27/2023 | Cable Hill Partners LLC | 54,239 | $0.22M | 0.0% | N/A | 0.002% | |
10/27/2023 | BSW Wealth Partners | 41,596 | $0.17M | 0.0% | -41.5% | 0.001% | |
Trump’s “Tax Free” Retirement Strategy (Ad) Since 1924 — over one hundred years — the US dollar has lost nearly 18x its value.
In other words, a dollar back then would buy $17.82 worth of goods in today's money.
If you're planning on retiring any time soon…This poses a real problem. Protect your retirement savings from the inevitable devaluation of the dollar… |
10/26/2023 | Sage Rhino Capital LLC | 19,350 | $78K | 0.0% | +20.2% | 0.001% | |
10/26/2023 | Advisor Partners II LLC | 90,466 | $0.36M | 0.0% | +82.5% | 0.003% | |
10/26/2023 | DMC Group LLC | 78,205 | $0.31M | 0.3% | +8.8% | 0.003% | |
10/24/2023 | Bailard Inc. | 41,931 | $0.17M | 0.0% | -36.3% | 0.001% | |
10/24/2023 | Bank of New York Mellon Corp | 183,257 | $0.74M | 0.0% | +11.1% | 0.006% | |
10/24/2023 | Xponance Inc. | 12,563 | $51K | 0.0% | N/A | 0.000% | |
10/20/2023 | Valeo Financial Advisors LLC | 11,148 | $45K | 0.0% | N/A | 0.000% | |
10/19/2023 | Ballentine Partners LLC | 30,292 | $0.12M | 0.0% | +17.2% | 0.001% | |
10/19/2023 | Aaron Wealth Advisors LLC | 48,583 | $0.20M | 0.0% | N/A | 0.002% | |
10/11/2023 | Ronald Blue Trust Inc. | 11,085 | $42K | 0.0% | +109.2% | 0.000% | |