| 5/2/2025 | Forum Financial Management LP | 24,967 | $2.31M | 0.0% | N/A | 0.030% | |
| 5/2/2025 | Fortis Group Advisors LLC | 32,430 | $3.00M | 0.6% | +159.3% | 0.039% | |
| 5/2/2025 | HTG Investment Advisors Inc. | 184,099 | $17.01M | 7.1% | +10.3% | 0.222% | |
| 5/2/2025 | Summit X LLC | 63,358 | $5.85M | 1.2% | +7.8% | 0.076% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 573,707 | $52.12M | 4.5% | +11.8% | 0.691% | |
| 5/2/2025 | Wealthfront Advisers LLC | 12,100 | $1.12M | 0.0% | +6.7% | 0.015% | |
| 5/2/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 48,864 | $4.51M | 1.1% | -5.3% | 0.059% | |
| 5/2/2025 | Accredited Investor Services LLC | 461,385 | $42.62M | 35.6% | +2.9% | 0.556% | |
| 5/2/2025 | Prevail Innovative Wealth Advisors LLC | 20,088 | $1.86M | 0.5% | +17.7% | 0.024% | |
| 5/2/2025 | Leo Wealth LLC | 266,731 | $24.64M | 3.5% | -39.9% | 0.321% | |
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| 5/2/2025 | Sigma Planning Corp | 3,956 | $365K | 0.0% | +5.0% | 0.005% | |
| 5/1/2025 | Legacy Financial Group Inc. | 281,866 | $26.04M | 8.4% | +8.9% | 0.340% | |
| 5/1/2025 | LRI Investments LLC | 83,858 | $7.75M | 0.7% | +5,384.5% | 0.101% | |
| 5/1/2025 | CWM LLC | 30,626 | $2.83M | 0.0% | +1.2% | 0.037% | |
| 5/1/2025 | Iron Horse Wealth Management LLC | 292 | $27K | 0.0% | N/A | 0.000% | |
| 5/1/2025 | Valued Wealth Advisors LLC | 18,751 | $1.73M | 1.0% | +29.1% | 0.023% | |
| 5/1/2025 | ARK & TLK Investments LLC | 26,626 | $2.46M | 0.9% | +23.4% | 0.032% | |
| 5/1/2025 | Fifth Third Securities Inc. | 23,984 | $2.22M | 0.2% | +34.3% | 0.029% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 97,623 | $9.02M | 2.0% | +4.9% | 0.118% | |
| 5/1/2025 | Fonville Wealth Management LLC | 109,887 | $10.06M | 3.0% | +15.4% | 0.132% | |
| 5/1/2025 | Sage Rhino Capital LLC | 102,899 | $9.51M | 2.2% | +3.5% | 0.124% | |
| 4/30/2025 | Correct Capital Wealth Management | 13,770 | $1.27M | 0.2% | +4.9% | 0.017% | |
| 4/30/2025 | Allworth Financial LP | 178,942 | $16.08M | 0.1% | -11.6% | 0.216% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 78,634 | $7.26M | 0.2% | +9.2% | 0.095% | |
| 4/30/2025 | Bull Oak Capital LLC | 250,554 | $23.15M | 12.6% | -2.7% | 0.302% | |
| 4/30/2025 | Financial Symmetry Inc | 52,427 | $4.84M | 3.0% | -1.0% | 0.063% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 7,256 | $670K | 0.0% | +15.0% | 0.009% | |
| 4/29/2025 | Callan Capital LLC | 66,308 | $6.13M | 0.5% | -12.6% | 0.080% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,638,123 | $151.33M | 0.0% | -5.2% | 1.973% | |
| 4/29/2025 | Cloud Capital Management LLC | 14,649 | $1.35M | 1.0% | N/A | 0.018% | |
| 4/29/2025 | McGlone Suttner Wealth Management Inc. | 476,382 | $44.01M | 7.2% | +1.5% | 0.574% | |
| 4/29/2025 | REDW Wealth LLC | 174,083 | $16.08M | 6.0% | -4.6% | 0.210% | |
| 4/29/2025 | Acorn Financial Advisory Services Inc. ADV | 168,154 | $15.53M | 2.8% | -10.4% | 0.203% | |
| 4/29/2025 | Bank of New York Mellon Corp | 539,378 | $49.83M | 0.0% | +12.9% | 0.650% | |
| 4/29/2025 | World Investment Advisors | 300,727 | $27.78M | 0.7% | +10.1% | 0.362% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 9,720 | $898K | 0.1% | +9.1% | 0.012% | |
| 4/29/2025 | Morris Financial Concepts Inc. | 25,092 | $2.32M | 1.0% | +0.8% | 0.030% | |
| 4/29/2025 | Strategic Blueprint LLC | 426,888 | $39.44M | 2.2% | +4.4% | 0.514% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 749,717 | $69.26M | 0.8% | -2.9% | 0.903% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 2,354 | $217K | 0.0% | N/A | 0.003% | |
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| 4/29/2025 | Silver Oak Securities Incorporated | 31,095 | $2.86M | 0.3% | +21.6% | 0.037% | |
| 4/28/2025 | Castle Wealth Management LLC | 41,678 | $3.85M | 1.5% | +0.6% | 0.050% | |
| 4/28/2025 | North Capital Inc. | 7,868 | $727K | 0.7% | N/A | 0.009% | |
| 4/28/2025 | Mutual Advisors LLC | 6,436 | $580K | 0.0% | -2.1% | 0.008% | |
| 4/28/2025 | Holcombe Financial Inc. | 68,517 | $6.33M | 5.3% | +5.7% | 0.083% | |
| 4/28/2025 | Clark Asset Management LLC | 2,273 | $210K | 0.0% | N/A | 0.003% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 247,614 | $22.88M | 4.3% | +14.2% | 0.298% | |
| 4/28/2025 | Private Trust Co. NA | 9,187 | $849K | 0.1% | -12.9% | 0.011% | |
| 4/28/2025 | Great Point Wealth Advisors LLC | 1,136,946 | $105.03M | 22.7% | +0.0% | 1.370% | |
| 4/28/2025 | Red Lighthouse Investment Management LLC | 427,809 | $38.29M | 15.3% | +0.8% | 0.515% | |
| 4/28/2025 | Quarry Hill Advisors LLC | 49,439 | $4.57M | 3.0% | +3.7% | 0.060% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 4,045 | $388K | 0.0% | -47.0% | 0.005% | |
| 4/25/2025 | Sollinda Capital Management LLC | 47,435 | $4.38M | 1.2% | +14.2% | 0.057% | |
| 4/25/2025 | Trademark Financial Management LLC | 16,165 | $1.49M | 1.1% | -35.3% | 0.019% | |
| 4/25/2025 | Waterfront Wealth Inc. | 15,007 | $1.39M | 0.3% | +3.4% | 0.018% | |
| 4/25/2025 | Hutchens & Kramer Investment Management Group LLC | 76,311 | $7.05M | 3.9% | +136.0% | 0.092% | |
| 4/25/2025 | RCS Financial Planning LLC | 7,451 | $688K | 0.4% | N/A | 0.009% | |
| 4/24/2025 | BSW Wealth Partners | 342,647 | $31.65M | 4.8% | -1.1% | 0.413% | |
| 4/24/2025 | Canvas Wealth Advisors LLC | 36,549 | $3.17M | 0.8% | -11.1% | 0.044% | |
| 4/24/2025 | Tanager Wealth Management LLP | 232,800 | $21.51M | 2.8% | -44.1% | 0.280% | |
| 4/24/2025 | Oak Wealth Advisors LLC | 234,041 | $21.62M | 16.0% | +18.7% | 0.282% | |
| 4/23/2025 | Atala Financial Inc | 13,650 | $1.26M | 0.9% | -4.2% | 0.016% | |
| 4/23/2025 | SFG Wealth Management LLC. | 56,484 | $5.22M | 2.5% | -15.8% | 0.068% | |
| 4/23/2025 | Trellis Wealth Advisors LLC | 219,789 | $20.30M | 9.9% | -2.8% | 0.265% | |
| 4/23/2025 | SOL Capital Management CO | 70,136 | $6.48M | 0.7% | +26.2% | 0.084% | |
| 4/23/2025 | Perigon Wealth Management LLC | 84,081 | $7.77M | 0.2% | +2.2% | 0.101% | |
| 4/23/2025 | Pinnacle Bancorp Inc. | 2,450 | $226K | 0.1% | N/A | 0.003% | |
| 4/23/2025 | Mattern Wealth Management LLC | 280,397 | $25.90M | 5.7% | +63.2% | 0.338% | |
| 4/23/2025 | Balance Wealth LLC | 3,262 | $301K | 0.2% | N/A | 0.004% | |
| 4/23/2025 | RAM Investment Partners LLC | 7,865 | $727K | 0.2% | +23.9% | 0.009% | |
| 4/23/2025 | Ruedi Wealth Management Inc. | 13,053 | $1.21M | 0.4% | -20.6% | 0.016% | |
| 4/23/2025 | Symmetry Partners LLC | 106,327 | $9.82M | 1.4% | -1.0% | 0.128% | |
| 4/23/2025 | International Assets Investment Management LLC | 3,609 | $333K | 0.0% | +9.4% | 0.004% | |
| 4/23/2025 | Chevy Chase Trust Holdings LLC | 2,911 | $269K | 0.0% | N/A | 0.004% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 3,407 | $315K | 0.1% | -5.5% | 0.004% | |
| 4/23/2025 | SC&H Financial Advisors Inc. | 637,576 | $58.90M | 11.6% | +3.3% | 0.768% | |
| 4/22/2025 | Tanglewood Legacy Advisors LLC | 10,266 | $948K | 0.4% | -26.3% | 0.012% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 1,376 | $127K | 0.0% | N/A | 0.002% | |
| 4/22/2025 | Integrity Wealth Solutions LLC | 43,860 | $4.05M | 2.2% | +3.0% | 0.053% | |
| 4/22/2025 | Continuum Wealth Advisors LLC | 321,618 | $29.71M | 15.2% | -0.1% | 0.390% | |
| 4/22/2025 | Echo Wealth Management LLC | 89,725 | $8.29M | 5.6% | +1.7% | 0.109% | |
| 4/22/2025 | XY Planning Network Inc. | 14,302 | $1.32M | 0.9% | -2.5% | 0.017% | |
| 4/22/2025 | Evanson Asset Management LLC | 9,917 | $916K | 0.1% | -4.1% | 0.012% | |
| 4/21/2025 | Flagstone Financial Management | 123,924 | $11.45M | 3.7% | +2.6% | 0.150% | |
| 4/21/2025 | Aspiriant LLC | 4,493 | $415K | 0.0% | N/A | 0.005% | |
| 4/21/2025 | MN Wealth Advisors LLC | 61,884 | $5.72M | 3.4% | +11.9% | 0.075% | |
| 4/18/2025 | Seed Wealth Management Inc. | 44,195 | $4.08M | 3.3% | +5.7% | 0.054% | |
| 4/18/2025 | Lion Street Advisors LLC | 26,845 | $2.48M | 0.8% | -18.4% | 0.033% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 64,857 | $5.99M | 0.4% | +7.0% | 0.079% | |
| 4/17/2025 | Vicus Capital | 26,326 | $2.43M | 0.2% | -4.4% | 0.032% | |
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. |
| 4/17/2025 | Adero Partners LLC | 1,659,169 | $153.27M | 10.0% | +5.9% | 2.010% | |
| 4/17/2025 | Sowell Financial Services LLC | 2,689 | $248K | 0.0% | N/A | 0.003% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 5,412 | $500K | 0.0% | +2.8% | 0.007% | |
| 4/17/2025 | Bayshore Asset Management LLC | 74,845 | $6.91M | 3.4% | -0.7% | 0.091% | |
| 4/17/2025 | Traphagen Investment Advisors LLC | 1,180,542 | $109.06M | 11.4% | +1.0% | 1.430% | |
| 4/17/2025 | Good Life Advisors LLC | 54,527 | $5.04M | 0.4% | +3.4% | 0.066% | |
| 4/17/2025 | Life Planning Partners Inc | 12,294 | $1.14M | 1.0% | +24.9% | 0.015% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 7,739 | $715K | 0.0% | +8.0% | 0.009% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 584,065 | $53.96M | 0.1% | -10.0% | 0.707% | |
| 4/16/2025 | Cypress Point Wealth Management LLC | 51,405 | $4.75M | 1.5% | +3.1% | 0.062% | |
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