3/26/2024 | Napatree Capital LLC | 1,281 | $0.34M | 0.3% | N/A | 0.001% | |
3/19/2024 | Warren Street Wealth Advisors LLC | 3,757 | $0.99M | 0.6% | -8.0% | 0.003% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 812 | $0.21M | 0.1% | N/A | 0.001% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 15,846 | $4.16M | 0.1% | -0.5% | 0.013% | |
3/14/2024 | Golden Road Advisors LLC | 1,914 | $0.50M | 0.5% | N/A | 0.002% | |
3/13/2024 | MONECO Advisors LLC | 2,160 | $0.57M | 0.1% | +1.9% | 0.002% | |
|
3/12/2024 | Rovin Capital UT ADV | 4,532 | $1.19M | 0.5% | -4.4% | 0.004% | |
3/11/2024 | Vanguard Group Inc. | 9,352 | $2.45M | 0.0% | +15.7% | 0.007% | |
3/8/2024 | ICA Group Wealth Management LLC | 479 | $0.13M | 0.0% | N/A | 0.000% | |
3/7/2024 | Objective Capital Management LLC | 4,692 | $1.23M | 0.9% | -22.5% | 0.004% | |
3/5/2024 | Fisher Asset Management LLC | 1,317 | $0.35M | 0.0% | N/A | 0.001% | |
3/5/2024 | Twin Focus Capital Partners LLC | 52,841 | $13.86M | 1.4% | +16.3% | 0.042% | |
3/1/2024 | ARK & TLK Investments LLC | 6,898 | $1.81M | 0.6% | N/A | 0.005% | |
3/1/2024 | Pineridge Advisors LLC | 415 | $0.11M | 0.0% | N/A | 0.000% | |
2/29/2024 | Tortoise Investment Management LLC | 50,672 | $13.29M | 1.8% | -1.3% | 0.040% | |
2/28/2024 | EP Wealth Advisors LLC | 16,691 | $4.38M | 0.1% | +3.5% | 0.013% | |
2/27/2024 | Beaird Harris Wealth Management LLC | 771 | $0.20M | 0.0% | -4.9% | 0.001% | |
2/26/2024 | Centaurus Financial Inc. | 2,983 | $0.78M | 0.1% | +2.3% | 0.002% | |
2/26/2024 | Integrated Advisors Network LLC | 26,710 | $7.01M | 0.4% | +14.1% | 0.021% | |
2/23/2024 | Beacon Financial Group | 10,503 | $2.75M | 0.3% | +8.7% | 0.008% | |
2/21/2024 | Garde Capital Inc. | 26,460 | $6.94M | 0.5% | +18.2% | 0.021% | |
2/20/2024 | GLOBALT Investments LLC GA | 1,514 | $0.40M | 0.0% | N/A | 0.001% | |
2/16/2024 | Wesbanco Bank Inc. | 3,285 | $0.86M | 0.0% | -32.0% | 0.003% | |
2/16/2024 | Hobbs Group Advisors LLC | 595 | $0.16M | 0.1% | N/A | 0.000% | |
2/16/2024 | Sanibel Captiva Trust Company Inc. | 15,330 | $4.02M | 0.1% | N/A | 0.012% | |
2/16/2024 | Childress Capital Advisors LLC | 1,950 | $0.51M | 0.2% | N/A | 0.002% | |
2/16/2024 | Harbour Investments Inc. | 419 | $0.11M | 0.0% | -54.3% | 0.000% | |
2/16/2024 | Aspect Partners LLC | 702 | $0.18M | 0.1% | N/A | 0.001% | |
2/16/2024 | Optimist Retirement Group LLC | 3,438 | $0.90M | 0.6% | N/A | 0.003% | |
2/15/2024 | GTS Securities LLC | 3,839 | $1.01M | 0.0% | -51.3% | 0.003% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 817,438 | $214.38M | 0.6% | -1.9% | 0.646% | |
2/15/2024 | Westshore Wealth LLC | 6,129 | $1.61M | 0.7% | -6.8% | 0.005% | |
2/15/2024 | Venture Visionary Partners LLC | 803 | $0.21M | 0.0% | N/A | 0.001% | |
2/15/2024 | Baker Avenue Asset Management LP | 14,858 | $3.90M | 0.2% | -23.6% | 0.012% | |
2/15/2024 | Moneta Group Investment Advisors LLC | 59,725 | $15.66M | 0.3% | +27.9% | 0.047% | |
2/15/2024 | Legal & General Group Plc | 76,478 | $20.12M | 0.0% | +214.7% | 0.060% | |
2/15/2024 | Voya Investment Management LLC | 3,675 | $0.96M | 0.0% | +3.2% | 0.003% | |
2/15/2024 | Mill Creek Capital Advisors LLC | 18,168 | $4.77M | 0.1% | +63.4% | 0.014% | |
2/15/2024 | Modera Wealth Management LLC | 67,252 | $17.64M | 0.3% | -0.3% | 0.053% | |
2/15/2024 | Modern Wealth Management LLC | 1,121 | $0.29M | 0.0% | N/A | 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… |
2/15/2024 | Oxford Financial Group LTD. LLC | 40,908 | $10.73M | 0.8% | -1.1% | 0.032% | |
2/15/2024 | Guardian Wealth Advisors LLC NC | 9,490 | $2.49M | 0.4% | +3.1% | 0.007% | |
2/15/2024 | Bradley Foster & Sargent Inc. CT | 38,534 | $10.11M | 0.2% | -0.2% | 0.030% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 91,713 | $24.05M | 0.3% | +0.6% | 0.072% | |
2/15/2024 | Baird Financial Group Inc. | 247,677 | $64.96M | 0.1% | -0.2% | 0.196% | |
2/15/2024 | C M Bidwell & Associates Ltd. | 26,990 | $7.08M | 5.2% | +0.8% | 0.021% | |
2/15/2024 | Chilton Investment Co. Inc. | 24,550 | $6.44M | 0.2% | +15.5% | 0.019% | |
2/15/2024 | Comerica Bank | 718,571 | $188.45M | 0.9% | +0.2% | 0.568% | |
2/15/2024 | Concentric Wealth Management LLC | 3,881 | $1.02M | 0.3% | -1.3% | 0.003% | |
2/15/2024 | Darlington Partners Capital Management LP | 64,638 | $16.95M | 1.0% | N/A | 0.051% | |
2/14/2024 | Royal Bank of Canada | 723,271 | $189.69M | 0.0% | +31.5% | 0.571% | |
2/14/2024 | Midland Wealth Advisors LLC | 2,560 | $0.67M | 0.0% | N/A | 0.002% | |
2/14/2024 | Pathstone Holdings LLC | 1,158,930 | $303.99M | 1.6% | N/A | 0.915% | |
2/14/2024 | Pitcairn Co. | 66,261 | $17.38M | 1.3% | -2.5% | 0.052% | |
2/14/2024 | Waverly Advisors LLC | 338,134 | $88.68M | 3.3% | -2.4% | 0.267% | |
2/14/2024 | Kestra Advisory Services LLC | 94,646 | $24.82M | 0.2% | +11.4% | 0.075% | |
2/14/2024 | Creative Planning | 679,933 | $178.32M | 0.3% | +5.2% | 0.537% | |
2/14/2024 | RMB Capital Management LLC | 46,602 | $12.22M | 0.4% | +0.7% | 0.037% | |
2/14/2024 | BOKF NA | 1,133,784 | $297.35M | 5.8% | -7.6% | 0.896% | |
2/14/2024 | Hancock Whitney Corp | 22,058 | $5.79M | 0.2% | +743.2% | 0.017% | |
2/14/2024 | Broadview Financial Management LLC | 6,787 | $1.78M | 1.4% | -1.7% | 0.005% | |
2/14/2024 | MGO One Seven LLC | 4,909 | $1.29M | 0.1% | +2.0% | 0.004% | |
2/14/2024 | Visionary Wealth Advisors | 15,392 | $4.04M | 0.3% | -0.4% | 0.012% | |
2/14/2024 | Enzi Wealth | 3,006 | $0.82M | 0.4% | -4.8% | 0.002% | |
2/14/2024 | Cresset Asset Management LLC | 37,451 | $9.82M | 0.1% | +4.1% | 0.030% | |
2/14/2024 | Humankind Investments LLC | 25,070 | $6.58M | 2.0% | N/A | 0.020% | |
2/14/2024 | Regal Investment Advisors LLC | 3,384 | $0.89M | 0.1% | +15.6% | 0.003% | |
2/14/2024 | XML Financial LLC | 81,023 | $21.25M | 2.2% | +2.4% | 0.064% | |
2/14/2024 | Sei Investments Co. | 35,105 | $9.21M | 0.0% | +531.2% | 0.028% | |
2/14/2024 | Evercore Wealth Management LLC | 53,017 | $13.90M | 0.2% | +3.0% | 0.042% | |
2/14/2024 | Connectus Wealth LLC | 8,594 | $2.25M | 0.0% | -1.7% | 0.007% | |
2/14/2024 | Personal CFO Solutions LLC | 1,469 | $0.39M | 0.1% | +56.1% | 0.001% | |
2/14/2024 | Waterloo Capital L.P. | 17,047 | $4.47M | 0.7% | N/A | 0.013% | |
2/14/2024 | Wescott Financial Advisory Group LLC | 107,042 | $28.07M | 3.9% | -0.7% | 0.085% | |
2/14/2024 | Schroder Investment Management Group | 429,419 | $112.62M | 0.1% | -31.1% | 0.339% | |
2/14/2024 | Azimuth Capital Investment Management LLC | 2,697 | $0.71M | 0.0% | -7.3% | 0.002% | |
2/13/2024 | Envestnet Asset Management Inc. | 4,512,821 | $1.18B | 0.5% | +3.4% | 3.565% | |
2/13/2024 | Stephens Inc. AR | 72,092 | $18.91M | 0.3% | -5.7% | 0.057% | |
2/13/2024 | Northern Trust Corp | 2,741,486 | $718.98M | 0.1% | -2.5% | 2.165% | |
2/13/2024 | Exencial Wealth Advisors LLC | 786 | $0.21M | 0.0% | N/A | 0.001% | |
2/13/2024 | Vawter Financial Ltd. | 3,779 | $0.99M | 0.8% | -5.1% | 0.003% | |
2/13/2024 | Cetera Advisor Networks LLC | 124,712 | $32.71M | 0.2% | -10.7% | 0.099% | |
2/13/2024 | Annex Advisory Services LLC | 1,262 | $0.33M | 0.0% | -5.2% | 0.001% | |
2/13/2024 | Tower Research Capital LLC TRC | 140 | $37K | 0.0% | -42.1% | 0.000% | |
2/13/2024 | 360 Financial Inc. | 777 | $0.20M | 0.1% | N/A | 0.001% | |
2/13/2024 | Capital International Investors | 1,246 | $0.33M | 0.0% | N/A | 0.001% | |
2/13/2024 | Lake Street Advisors Group LLC | 210,597 | $55.23M | 3.7% | -1.3% | 0.166% | |
2/13/2024 | Copperwynd Financial LLC | 60,804 | $15.95M | 6.3% | +5.3% | 0.048% | |
2/13/2024 | Edge Capital Group LLC | 15,586 | $4.09M | 0.2% | +26.6% | 0.012% | |
2/13/2024 | Goldman Sachs Group Inc. | 2,045,158 | $536.36M | 0.1% | -0.5% | 1.615% | |
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… |
2/13/2024 | CIBC Private Wealth Group LLC | 438,340 | $114.96M | 0.2% | +19.3% | 0.346% | |
2/13/2024 | Belpointe Asset Management LLC | 12,355 | $3.24M | 0.3% | +296.1% | 0.010% | |
2/13/2024 | Peapack Gladstone Financial Corp | 10,787 | $2.83M | 0.0% | -5.4% | 0.009% | |
2/13/2024 | Jones Financial Companies Lllp | 8,379,815 | $2.20B | 3.3% | +2.8% | 6.619% | |
2/13/2024 | Geisinger Health | 155,387 | $40.75M | 12.8% | +0.4% | 0.123% | |
2/13/2024 | Summit Financial Strategies Inc. | 13,567 | $3.56M | 0.5% | +2.4% | 0.011% | |
2/13/2024 | Carolinas Wealth Consulting LLC | 4,263 | $1.12M | 0.2% | +2.0% | 0.003% | |
2/13/2024 | James J. Burns & Company LLC | 6,919 | $1.81M | 0.4% | -3.6% | 0.005% | |
2/13/2024 | FinTrust Capital Advisors LLC | 27,213 | $7.14M | 1.4% | +32.2% | 0.021% | |
2/12/2024 | Miller Investment Management LP | 3,779 | $0.99M | 0.1% | N/A | 0.003% | |