3/26/2024 | HighPoint Advisor Group LLC | 21,375 | $10.39M | 0.8% | N/A | 0.002% | |
3/26/2024 | Fairman Group LLC | 377 | $0.20M | 0.2% | N/A | 0.000% | |
3/21/2024 | Grayhawk Investment Strategies Inc. | 173 | $91K | 0.0% | +84.0% | 0.000% | |
3/21/2024 | Ariston Services Group | 483 | $0.25M | 0.2% | N/A | 0.000% | |
3/19/2024 | Warren Street Wealth Advisors LLC | 894 | $0.47M | 0.3% | +14.2% | 0.000% | |
3/19/2024 | Accent Capital Management LLC | 7,017 | $3.69M | 2.9% | N/A | 0.001% | |
|
3/19/2024 | M3 Advisory Group LLC | 687 | $0.36M | 0.4% | N/A | 0.000% | |
3/18/2024 | CoreFirst Bank & Trust | 2,344 | $1.23M | 0.8% | -3.6% | 0.000% | |
3/15/2024 | Skyline Advisors Inc. | 657 | $0.35M | 0.2% | N/A | 0.000% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 1,057 | $0.56M | 0.4% | N/A | 0.000% | |
3/15/2024 | Cape ANN Savings Bank | 4,773 | $2.44M | 1.6% | -1.1% | 0.001% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 48,497 | $25.53M | 0.7% | -12.9% | 0.005% | |
3/14/2024 | Ables Iannone Moore & Associates Inc. | 2,489 | $1.31M | 1.0% | N/A | 0.000% | |
3/14/2024 | Leo Wealth LLC | 1,010 | $0.53M | 0.1% | N/A | 0.000% | |
3/14/2024 | Yeomans Consulting Group Inc. | 608 | $0.32M | 0.2% | N/A | 0.000% | |
3/14/2024 | Golden Road Advisors LLC | 578 | $0.30M | 0.3% | N/A | 0.000% | |
3/13/2024 | MONECO Advisors LLC | 8,698 | $4.58M | 0.9% | +127.8% | 0.001% | |
3/13/2024 | Sivia Capital Partners LLC | 2,777 | $1.46M | 0.8% | N/A | 0.000% | |
3/12/2024 | Spartan Planning & Wealth Management | 1,280 | $0.67M | 0.7% | +759.1% | 0.000% | |
3/11/2024 | Vanguard Group Inc. | 83,860,515 | $44.15B | 1.0% | +0.3% | 9.096% | |
3/8/2024 | SWP Financial LLC | 1,026 | $0.54M | 0.4% | N/A | 0.000% | |
3/8/2024 | Trust Co. of Vermont | 27,272 | $14.36M | 1.0% | +10.8% | 0.003% | |
3/8/2024 | ICA Group Wealth Management LLC | 2,300 | $1.21M | 0.3% | +15.4% | 0.000% | |
3/7/2024 | Brown Shipley& Co Ltd | 14,834 | $7.81M | 3.9% | +22.8% | 0.002% | |
3/7/2024 | Objective Capital Management LLC | 893 | $0.47M | 0.4% | -5.8% | 0.000% | |
3/6/2024 | SageView Advisory Group LLC | 10,973 | $5.53M | 0.2% | +26.5% | 0.001% | |
3/6/2024 | Willner & Heller LLC | 3,744 | $1.97M | 2.2% | N/A | 0.000% | |
3/5/2024 | Fisher Asset Management LLC | 2,871,971 | $1.51B | 0.7% | +3.4% | 0.312% | |
3/5/2024 | Gerber LLC | 1,463 | $0.77M | 0.7% | N/A | 0.000% | |
3/5/2024 | Greenwood Capital Associates LLC | 12,932 | $6.81M | 0.9% | N/A | 0.001% | |
3/5/2024 | Slagle Financial LLC | 950 | $0.50M | 0.1% | +120.9% | 0.000% | |
3/5/2024 | Wellington Management Group LLP | 24,392,706 | $12.84B | 2.4% | -3.3% | 2.646% | |
3/5/2024 | CCM Investment Advisers LLC | 31,740 | $16.71M | 2.1% | +0.7% | 0.003% | |
3/4/2024 | Congress Asset Management Co. MA | 237,625 | $125.10M | 1.0% | -11.1% | 0.026% | |
3/4/2024 | Richardson Financial Services Inc. | 2,359 | $1.24M | 1.1% | N/A | 0.000% | |
3/4/2024 | Northwest Bank & Trust Co | 1,204 | $0.63M | 0.6% | N/A | 0.000% | |
3/4/2024 | Vima LLC | 293 | $0.15M | 0.3% | N/A | 0.000% | |
3/1/2024 | Creekmur Asset Management LLC | 631 | $0.33M | 0.1% | N/A | 0.000% | |
3/1/2024 | Transcendent Capital Group LLC | 76 | $40K | 0.0% | N/A | 0.000% | |
3/1/2024 | Pineridge Advisors LLC | 382 | $0.20M | 0.1% | N/A | 0.000% | |
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… |
2/29/2024 | Scarborough Advisors LLC | 228 | $0.12M | 0.0% | N/A | 0.000% | |
2/29/2024 | Tortoise Investment Management LLC | 483 | $0.25M | 0.0% | +34.2% | 0.000% | |
2/29/2024 | Quintet Private Bank Europe S.A. | 106,295 | $55.96M | 3.5% | +7.2% | 0.011% | |
2/28/2024 | Forthright Family Wealth Advisory LLC | 508 | $0.27M | 0.2% | N/A | 0.000% | |
2/28/2024 | American International Group Inc. | 239,137 | $125.90M | 0.5% | -2.0% | 0.026% | |
2/28/2024 | EP Wealth Advisors LLC | 44,340 | $23.34M | 0.3% | +1.2% | 0.005% | |
2/28/2024 | Abel Hall LLC | 927 | $0.49M | 0.4% | N/A | 0.000% | |
2/27/2024 | Beaird Harris Wealth Management LLC | 165 | $87K | 0.0% | +65.0% | 0.000% | |
2/27/2024 | Counterweight Ventures LLC | 4,556 | $2.40M | 2.2% | N/A | 0.000% | |
2/26/2024 | Syon Capital LLC | 12,911 | $6.80M | 0.6% | +30.7% | 0.001% | |
2/26/2024 | Centaurus Financial Inc. | 2,268 | $1.19M | 0.1% | -56.3% | 0.000% | |
2/26/2024 | Integrated Advisors Network LLC | 13,412 | $7.06M | 0.4% | +2.2% | 0.001% | |
2/26/2024 | Virtu Financial LLC | 8,344 | $4.39M | 0.3% | N/A | 0.001% | |
2/26/2024 | Teachers Retirement System of The State of Kentucky | 282,390 | $148.67M | 1.4% | -5.0% | 0.031% | |
2/23/2024 | Cim LLC | 32,661 | $17.20M | 2.9% | N/A | 0.004% | |
2/23/2024 | Cardinal Capital Management Inc. | 29,045 | $15.29M | 0.7% | -7.1% | 0.003% | |
2/23/2024 | Chicago Partners Investment Group LLC | 2,577 | $1.32M | 0.1% | -1.5% | 0.000% | |
2/23/2024 | Beacon Financial Group | 3,078 | $1.62M | 0.2% | +15.1% | 0.000% | |
2/22/2024 | Sierra Summit Advisors LLC | 13,244 | $6.97M | 2.0% | N/A | 0.001% | |
2/22/2024 | Auxier Asset Management | 67,422 | $35.50M | 5.7% | -15.2% | 0.007% | |
2/22/2024 | Scarborough Advisors LLC | 9,897 | $5.21M | 0.2% | N/A | 0.001% | |
2/22/2024 | Proathlete Wealth Management LLC | 1,674 | $0.88M | 0.5% | N/A | 0.000% | |
2/22/2024 | Napa Wealth Management | 4,739 | $2.50M | 1.4% | N/A | 0.001% | |
2/21/2024 | Raleigh Capital Management Inc. | 972 | $0.51M | 0.2% | +13.0% | 0.000% | |
2/21/2024 | Wealth Forward LLC | 1,267 | $0.67M | 0.6% | N/A | 0.000% | |
2/21/2024 | Garde Capital Inc. | 1,021 | $0.54M | 0.0% | -47.5% | 0.000% | |
2/21/2024 | American Trust | 16,725 | $8.81M | 0.7% | -2.8% | 0.002% | |
2/21/2024 | V Square Quantitative Management LLC | 2,824 | $1.49M | 0.4% | +34.6% | 0.000% | |
2/21/2024 | Smith Shellnut Wilson LLC ADV | 536 | $0.28M | 0.2% | N/A | 0.000% | |
2/21/2024 | Novak & Powell Financial Services Inc. | 1,294 | $0.68M | 0.5% | N/A | 0.000% | |
2/20/2024 | GLOBALT Investments LLC GA | 8,750 | $4.61M | 0.2% | N/A | 0.001% | |
2/20/2024 | Able Wealth Management LLC | 179 | $94K | 0.1% | N/A | 0.000% | |
2/20/2024 | Wellington Wealth Strategies LLC. | 4,425 | $2.33M | 2.0% | N/A | 0.000% | |
2/20/2024 | Sunpointe LLC | 2,553 | $1.34M | 1.7% | N/A | 0.000% | |
2/20/2024 | Voisard Asset Management Group Inc. | 661 | $0.35M | 0.2% | N/A | 0.000% | |
2/20/2024 | Taylor Financial Group Inc. | 505 | $0.27M | 0.2% | N/A | 0.000% | |
2/17/2024 | FIL Ltd | 1,428,454 | $752.04M | 0.8% | -13.2% | 0.154% | |
2/16/2024 | Wesbanco Bank Inc. | 34,284 | $18.05M | 1.0% | -39.1% | 0.004% | |
2/16/2024 | Spouting Rock Asset Management LLC | 34,126 | $17.97M | 6.6% | -21.6% | 0.004% | |
2/16/2024 | Burford Brothers Inc. | 2,371 | $1.25M | 0.9% | N/A | 0.000% | |
2/16/2024 | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 2,634,706 | $1.39B | 1.7% | -3.5% | 0.285% | |
2/16/2024 | Hobbs Group Advisors LLC | 682 | $0.36M | 0.2% | N/A | 0.000% | |
2/16/2024 | Peloton Wealth Strategists | 9,290 | $4.89M | 2.1% | +1.6% | 0.001% | |
2/16/2024 | D L Carlson Investment Group Inc. | 11,879 | $6.19M | 1.3% | -21.3% | 0.001% | |
2/16/2024 | SageView Advisory Group LLC | 10,973 | $5.53M | 0.2% | +26.5% | 0.001% | |
2/16/2024 | Trail Ridge Investment Advisors LLC | 2,850 | $1.50M | 0.9% | -0.8% | 0.000% | |
2/16/2024 | Secured Retirement Advisors LLC | 6,803 | $3.58M | 3.4% | N/A | 0.001% | |
2/16/2024 | Sanibel Captiva Trust Company Inc. | 67,720 | $35.65M | 1.3% | N/A | 0.007% | |
2/16/2024 | Childress Capital Advisors LLC | 2,608 | $1.37M | 0.4% | -3.2% | 0.000% | |
2/16/2024 | DRW Securities LLC | 960 | $0.51M | 0.0% | -71.0% | 0.000% | |
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… |
2/16/2024 | Oarsman Capital Inc. | 4,219 | $2.22M | 0.6% | +3.4% | 0.000% | |
2/16/2024 | Harbour Investments Inc. | 5,803 | $3.06M | 0.1% | -1.8% | 0.001% | |
2/16/2024 | Aspect Partners LLC | 319 | $0.17M | 0.1% | N/A | 0.000% | |
2/16/2024 | Studio Investment Management LLC | 7,535 | $3.97M | 1.0% | -4.8% | 0.001% | |
2/16/2024 | O Dell Group LLC | 140 | $74K | 0.0% | N/A | 0.000% | |
2/16/2024 | GSA Capital Partners LLP | 8,163 | $4.30M | 0.4% | N/A | 0.001% | |
2/16/2024 | Public Employees Retirement System of Ohio | 494,019 | $260.09M | 1.0% | +0.1% | 0.053% | |
2/15/2024 | Ashford Capital Management Inc. | 7,755 | $4.08M | 0.5% | +67.7% | 0.001% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 318,659 | $167.77M | 0.5% | +108.3% | 0.034% | |
2/15/2024 | Faithward Advisors LLC | 1,982 | $1M | 0.2% | +4.8% | 0.000% | |