5/20/2025 | Focus Partners Wealth | 2,014,003 | $77.42M | 0.2% | +21.3% | 1.034% | |
5/19/2025 | Jane Street Group LLC | 67,003 | $2.58M | 0.0% | N/A | 0.034% | |
5/19/2025 | Advisory Alpha LLC | 709,044 | $27.26M | 0.9% | -4.2% | 0.364% | |
5/16/2025 | Plancorp LLC | 795,644 | $30.59M | 1.2% | +0.1% | 0.417% | |
5/16/2025 | NewEdge Advisors LLC | 55,083 | $2.12M | 0.0% | +3.8% | 0.029% | |
5/16/2025 | Integrated Wealth Concepts LLC | 281,246 | $10.81M | 0.1% | +1.8% | 0.147% | |
5/16/2025 | Investmark Advisory Group LLC | 72,820 | $2.80M | 1.4% | +0.5% | 0.038% | |
5/16/2025 | AQR Capital Management LLC | 69,878 | $2.69M | 0.0% | +24.8% | 0.037% | |
5/16/2025 | Ancora Advisors LLC | 72,818 | $2.80M | 0.1% | +1.1% | 0.038% | |
5/15/2025 | Family Office Research LLC | 5,461 | $210K | 0.1% | -66.6% | 0.003% | |
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5/15/2025 | EP Wealth Advisors LLC | 8,542 | $328K | 0.0% | +224.4% | 0.004% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 949,142 | $36.49M | 0.6% | +28.6% | 0.497% | |
5/15/2025 | Royal Bank of Canada | 219,696 | $8.45M | 0.0% | +4.7% | 0.115% | |
5/15/2025 | Betterment LLC | 1,294,724 | $49.77M | 0.1% | +4.3% | 0.679% | |
5/15/2025 | MAI Capital Management | 486,574 | $18.70M | 0.1% | +12.0% | 0.255% | |
5/15/2025 | Titleist Asset Management LLC | 7,742 | $298K | 0.0% | -56.6% | 0.004% | |
5/15/2025 | Baird Financial Group Inc. | 103,107 | $3.96M | 0.0% | +6.4% | 0.054% | |
5/15/2025 | Tortoise Investment Management LLC | 402,266 | $15.46M | 1.6% | +0.7% | 0.211% | |
5/14/2025 | Wealth Preservation Advisors LLC | 4,567 | $176K | 0.1% | N/A | 0.002% | |
5/14/2025 | Note Advisors LLC | 603,188 | $23.19M | 19.1% | +22.2% | 0.316% | |
5/14/2025 | CreativeOne Wealth LLC | 119,314 | $4.59M | 0.1% | -10.0% | 0.063% | |
5/14/2025 | Entrewealth LLC | 256,962 | $9.88M | 7.6% | +61.2% | 0.135% | |
5/14/2025 | Envision Financial Planning LLC | 494,701 | $19.02M | 9.7% | -5.3% | 0.259% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 21,373 | $822K | 0.0% | -9.2% | 0.011% | |
5/14/2025 | Sax Wealth Advisors LLC | 385,607 | $14.82M | 1.1% | +6.3% | 0.202% | |
5/14/2025 | Kestra Advisory Services LLC | 261,484 | $10.05M | 0.0% | +260.9% | 0.137% | |
5/14/2025 | CW Advisors LLC | 14,557 | $560K | 0.0% | -46.9% | 0.008% | |
5/14/2025 | Elevate Wealth Advisory Inc. | 50,107 | $1.93M | 1.4% | -3.3% | 0.026% | |
5/14/2025 | VanderPol Investments L.L.C. | 17,628 | $678K | 1.4% | -4.9% | 0.009% | |
5/14/2025 | Arista Wealth Management LLC | 1,975,325 | $75.93M | 18.4% | +2.7% | 1.035% | |
5/14/2025 | Vertex Planning Partners LLC | 13,987 | $538K | 0.1% | +22.6% | 0.007% | |
5/13/2025 | Intrepid Financial Planning Group LLC | 26,628 | $1.02M | 0.5% | -7.0% | 0.014% | |
5/13/2025 | Raymond James Financial Inc. | 269,683 | $10.37M | 0.0% | +11.0% | 0.141% | |
5/13/2025 | Cowa LLC | 50,275 | $1.91M | 0.8% | -45.9% | 0.026% | |
5/13/2025 | Forvis Mazars Wealth Advisors LLC | 503,594 | $19.36M | 0.5% | -32.5% | 0.264% | |
5/13/2025 | Compass Advisory Group LLC | 10,605 | $408K | 0.1% | N/A | 0.006% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 845,722 | $32.51M | 0.2% | +5.1% | 0.443% | |
5/13/2025 | Annandale Capital LLC | 11,460 | $441K | 0.0% | +12.0% | 0.006% | |
5/13/2025 | HighTower Advisors LLC | 36,458 | $1.40M | 0.0% | -18.0% | 0.019% | |
5/13/2025 | Sterling Wealth Advisors Inc | 939,633 | $36.12M | 27.8% | -1.0% | 0.492% | |
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. |
5/12/2025 | Cooper Financial Group | 11,675 | $449K | 0.1% | -24.1% | 0.006% | |
5/12/2025 | Aveo Capital Partners LLC | 1,013,064 | $38.97M | 6.3% | +5.4% | 0.531% | |
5/12/2025 | Robinson Smith Wealth Advisors LLC | 94,490 | $3.63M | 3.0% | +9.6% | 0.050% | |
5/12/2025 | Berger Financial Group Inc | 36,319 | $1.40M | 0.1% | N/A | 0.019% | |
5/12/2025 | Townsquare Capital LLC | 35,667 | $1.37M | 0.0% | -4.5% | 0.019% | |
5/12/2025 | AlphaCore Capital LLC | 9,195 | $353K | 0.0% | N/A | 0.005% | |
5/9/2025 | Keb Asset Management LLC | 48,297 | $1.86M | 0.5% | +128.1% | 0.025% | |
5/9/2025 | VeraBank N.A. | 633,292 | $24.34M | 6.8% | +9.7% | 0.332% | |
5/9/2025 | Chicago Partners Investment Group LLC | 200,993 | $7.73M | 0.3% | +1.3% | 0.105% | |
5/9/2025 | Navigoe LLC | 230,022 | $8.84M | 7.7% | +33.6% | 0.121% | |
5/9/2025 | Hemington Wealth Management | 2,234,748 | $85.90M | 13.3% | +290.0% | 1.171% | |
5/9/2025 | Exencial Wealth Advisors LLC | 21,244 | $817K | 0.0% | -3.8% | 0.011% | |
5/9/2025 | Wealthspire Advisors LLC | 790,704 | $30.40M | 0.2% | -0.8% | 0.414% | |
5/9/2025 | Financial Connections Group Inc. | 835,023 | $32.10M | 14.5% | +13.8% | 0.438% | |
5/9/2025 | Aquire Wealth Advisors LLC | 3,757,283 | $144.43M | 44.5% | +3.9% | 1.969% | |
5/9/2025 | Cary Street Partners Financial LLC | 9,232 | $355K | 0.0% | N/A | 0.005% | |
5/9/2025 | Strategic Investment Solutions Inc. IL | 248,321 | $9.53M | 2.8% | +12.8% | 0.130% | |
5/9/2025 | Commonwealth Equity Services LLC | 1,527,790 | $58.73M | 0.1% | +9.7% | 0.801% | |
5/9/2025 | Liberty Wealth Management LLC | 2,539,422 | $97.62M | 1.8% | +237.1% | 1.331% | |
5/8/2025 | Momentous Wealth Management Inc. | 5,442 | $209K | 0.1% | -11.3% | 0.003% | |
5/8/2025 | RVW Wealth LLC | 2,774,616 | $106.66M | 10.0% | +91.5% | 1.454% | |
5/8/2025 | Modera Wealth Management LLC | 3,524,418 | $135.48M | 1.8% | -3.2% | 1.847% | |
5/8/2025 | Aegis Wealth Management LLC | 161,245 | $6.20M | 3.6% | +8.5% | 0.085% | |
5/8/2025 | Squire Investment Management Company LLC | 26,470 | $1.02M | 0.4% | +47.3% | 0.014% | |
5/7/2025 | Canopy Partners LLC | 189,354 | $7.28M | 2.8% | +12.0% | 0.099% | |
5/7/2025 | Patten & Patten Inc. TN | 12,913 | $496K | 0.0% | -7.5% | 0.007% | |
5/7/2025 | Foundations Investment Advisors LLC | 157,313 | $6.05M | 0.1% | +29.5% | 0.082% | |
5/7/2025 | AWM Capital LLC | 549,305 | $21.12M | 2.5% | +8.2% | 0.288% | |
5/7/2025 | Werba Rubin Papier Wealth Management | 29,197 | $1.12M | 0.2% | +483.0% | 0.015% | |
5/7/2025 | Nemes Rush Group LLC | 9,726 | $374K | 0.0% | +278.4% | 0.005% | |
5/7/2025 | Seneschal Advisors LLC | 6,226 | $239K | 0.2% | N/A | 0.003% | |
5/7/2025 | LPL Financial LLC | 744,398 | $28.62M | 0.0% | +26.0% | 0.390% | |
5/7/2025 | FourThought Financial Partners LLC | 5,436 | $209K | 0.0% | N/A | 0.003% | |
5/7/2025 | Security Financial Services INC. | 320,273 | $12.31M | 2.4% | +9.8% | 0.168% | |
5/7/2025 | Baron Silver Stevens Financial Advisors LLC | 86,252 | $3.32M | 0.6% | +31.9% | 0.045% | |
5/7/2025 | HB Wealth Management LLC | 1,700,889 | $65.38M | 0.5% | +14.5% | 0.891% | |
5/7/2025 | Keystone Financial Group Inc. | 639,454 | $24.50M | 17.2% | +7.2% | 0.335% | |
5/6/2025 | Assetmark Inc. | 434,142 | $16.69M | 0.0% | -4.4% | 0.228% | |
5/6/2025 | USAdvisors Wealth Management LLC | 27,078 | $1.04M | 0.4% | -44.9% | 0.014% | |
5/6/2025 | Cetera Investment Advisers | 351,630 | $13.52M | 0.0% | -20.3% | 0.184% | |
5/6/2025 | Grand Wealth Management LLC | 2,721 | $105K | 0.1% | N/A | 0.001% | |
5/6/2025 | Morling Financial Advisors LLC | 512,961 | $19.72M | 6.8% | +2.0% | 0.269% | |
5/6/2025 | SpringVest Wealth Management LLC | 94,802 | $3.64M | 3.0% | -1.3% | 0.050% | |
5/6/2025 | Maryland Capital Advisors Inc. | 257,710 | $9.91M | 4.4% | +18.9% | 0.135% | |
5/6/2025 | AE Wealth Management LLC | 2,208,340 | $84.89M | 0.7% | +9.6% | 1.157% | |
5/6/2025 | Blankinship & Foster LLC | 2,745,785 | $105.55M | 26.6% | -4.4% | 1.439% | |
5/6/2025 | SYM FINANCIAL Corp | 108,211 | $4.16M | 0.5% | +1.3% | 0.057% | |
5/6/2025 | BCM Advisors LLC | 1,283,690 | $49.82M | 11.2% | -3.4% | 0.673% | |
5/6/2025 | Physician Wealth Solutions Inc. | 606,706 | $23.32M | 11.7% | -4.9% | 0.318% | |
5/6/2025 | Milestone Asset Management Group LLC | 39,889 | $1.53M | 1.4% | +20.0% | 0.021% | |
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. |
5/6/2025 | WMG Financial Advisors LLC | 11,846 | $455K | 0.2% | +28.2% | 0.006% | |
5/6/2025 | VSM Wealth Advisory LLC | 199,310 | $7.66M | 2.8% | +7.1% | 0.104% | |
5/5/2025 | Arcadia Wealth Management LLC | 5,855 | $225K | 0.1% | N/A | 0.003% | |
5/5/2025 | IFP Advisors Inc | 498,696 | $19.17M | 0.6% | +2.4% | 0.261% | |
5/5/2025 | Beckerman Institutional LLC | 38,823 | $1.49M | 1.1% | -2.0% | 0.020% | |
5/5/2025 | Csenge Advisory Group | 21,049 | $759K | 0.0% | +4.8% | 0.011% | |
5/5/2025 | Auxano Advisors LLC | 34,995 | $1.35M | 0.4% | -1.4% | 0.018% | |
5/5/2025 | Allegiance Financial Group Advisory Services LLC | 447,616 | $17.21M | 5.2% | +7.2% | 0.235% | |
5/5/2025 | Private Advisor Group LLC | 174,243 | $6.70M | 0.0% | -0.6% | 0.091% | |
5/5/2025 | Riverchase Wealth Management LLC | 8,273 | $318K | 0.2% | -77.8% | 0.004% | |