4/24/2024 | NBT Bank N A NY | 95,784 | $5.15M | 0.4% | +2.2% | 0.757% | |
4/23/2024 | James J. Burns & Company LLC | 57,233 | $3.05M | 1.1% | -12.7% | 0.452% | |
4/23/2024 | Sutton Place Investors LLC | 11,374 | $612K | 0.3% | +75.1% | 0.090% | |
4/22/2024 | Altfest L J & Co. Inc. | 196,899 | $10.60M | 1.5% | -5.0% | 1.557% | |
4/19/2024 | Level Financial Advisors | 39,745 | $2.14M | 1.0% | -16.9% | 0.314% | |
4/19/2024 | Ndwm LLC | 12,583 | $677K | 0.6% | +3.3% | 0.099% | |
|
4/18/2024 | Myecfo LLC | 58,272 | $3.14M | 1.8% | +87.6% | 0.461% | |
4/18/2024 | Eagle Ridge Investment Management | 44,044 | $2.37M | 0.2% | -1.9% | 0.348% | |
4/18/2024 | Miracle Mile Advisors LLC | 193,702 | $10.42M | 0.3% | +5.3% | 1.531% | |
4/18/2024 | Francis Financial Inc. | 101,542 | $5.46M | 1.8% | +60.9% | 0.803% | |
4/18/2024 | Citizens Business Bank | 12,885 | $693K | 0.1% | +12.7% | 0.102% | |
4/18/2024 | Breakwater Capital Group | 11,432 | $615K | 0.2% | +9.8% | 0.090% | |
4/17/2024 | Grimes & Company Inc. | 8,250 | $444K | 0.0% | N/A | 0.065% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 21,701 | $1.17M | 0.1% | +162.1% | 0.172% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 20,106 | $1.08M | 0.0% | -8.2% | 0.159% | |
4/15/2024 | Revolve Wealth Partners LLC | 18,868 | $1.02M | 0.2% | +14.0% | 0.149% | |
4/15/2024 | Northeast Financial Group Inc. | 28,594 | $1.54M | 0.7% | +13.1% | 0.226% | |
4/11/2024 | Opal Wealth Advisors LLC | 167,630 | $9.02M | 3.1% | -0.3% | 1.325% | |
4/11/2024 | Boston Standard Wealth Management LLC | 6,360 | $342K | 0.1% | +3.2% | 0.050% | |
4/10/2024 | SOA Wealth Advisors LLC. | 1,642 | $88K | 0.0% | +87.4% | 0.015% | |
4/10/2024 | Wedmont Private Capital | 49,698 | $2.65M | 0.2% | -0.4% | 0.458% | |
2/29/2024 | Tortoise Investment Management LLC | 3,992 | $216K | 0.0% | -9.3% | 0.037% | |
2/28/2024 | EP Wealth Advisors LLC | 12,535 | $678K | 0.0% | +141.1% | 0.116% | |
2/23/2024 | Chicago Partners Investment Group LLC | 19,447 | $1.04M | 0.0% | +11.2% | 0.179% | |
2/21/2024 | WNY Asset Management LLC | 24,333 | $1.32M | 0.2% | +63.3% | 0.224% | |
2/13/2024 | James J. Burns & Company LLC | 65,535 | $3.54M | 0.8% | -13.7% | 0.604% | |
2/12/2024 | American Investment Services Inc. | 4,925 | $266K | 0.1% | N/A | 0.045% | |
2/12/2024 | Arrow Financial Corp | 88,985 | $4.81M | 0.5% | +4.9% | 0.820% | |
2/12/2024 | J. W. Coons Advisors LLC | 4,000 | $216K | 0.1% | N/A | 0.037% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 16,644 | $900K | 0.0% | -1.7% | 0.153% | |
2/12/2024 | Ndwm LLC | 12,177 | $659K | 0.6% | N/A | 0.112% | |
2/12/2024 | Hsbc Holdings PLC | 279,785 | $15.13M | 0.0% | +2.7% | 2.579% | |
2/9/2024 | Seven Mile Advisory | 3,917 | $212K | 0.2% | N/A | 0.036% | |
2/9/2024 | Assetmark Inc. | 49,577 | $2.68M | 0.0% | +7.4% | 0.457% | |
2/9/2024 | Corient Private Wealth LLC | 21,059 | $1.14M | 0.0% | -24.2% | 0.194% | |
2/8/2024 | W.G. Shaheen & Associates DBA Whitney & Co | 9,894 | $535K | 0.1% | -44.4% | 0.091% | |
2/8/2024 | Northeast Financial Group Inc. | 25,273 | $1.37M | 0.7% | +14.5% | 0.233% | |
2/8/2024 | Tortoise Investment Management LLC | 3,992 | $215K | 0.0% | -9.3% | 0.037% | |
2/8/2024 | Facet Wealth Inc. | 152,339 | $8.20M | 0.3% | +13.7% | 1.404% | |
2/6/2024 | Private Advisor Group LLC | 13,955 | $755K | 0.0% | -29.9% | 0.129% | |
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share (Ad) The latest flare-up between Israel and Palestinian militants has sent gold prices surging.
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2/6/2024 | Whitegate Investment Counselors Inc. | 125,210 | $6.77M | 2.1% | -2.8% | 1.154% | |
2/5/2024 | Eagle Ridge Investment Management | 44,892 | $2.43M | 0.2% | -0.6% | 0.414% | |
2/5/2024 | Magnus Financial Group LLC | 16,346 | $884K | 0.1% | +13.8% | 0.151% | |
2/2/2024 | Alesco Advisors LLC | 240,220 | $12.99M | 0.5% | +3.1% | 2.214% | |
2/2/2024 | Bailard Inc. | 13,843 | $749K | 0.0% | -63.1% | 0.128% | |
2/2/2024 | Atria Wealth Solutions Inc. | 22,922 | $1.24M | 0.0% | +23.1% | 0.211% | |
2/1/2024 | GAMMA Investing LLC | 8,389 | $455K | 0.1% | N/A | 0.077% | |
2/1/2024 | RWA Wealth Partners LLC | 325,659 | $17.62M | 0.3% | +1.0% | 3.001% | |
1/30/2024 | Carl P. Sherr & Co. LLC | 4,800 | $260K | 0.2% | N/A | 0.044% | |
1/30/2024 | Wealth Alliance | 5,627 | $304K | 0.0% | -3.8% | 0.052% | |
1/30/2024 | Kades & Cheifetz LLC | 15,936 | $862K | 0.6% | +52.6% | 0.147% | |
1/29/2024 | Crestwood Advisors Group LLC | 9,999 | $541K | 0.0% | N/A | 0.092% | |
1/29/2024 | NewEdge Wealth LLC | 35,580 | $1.93M | 0.0% | N/A | 0.328% | |
1/29/2024 | McNamara Financial Services Inc. | 12,849 | $695K | 0.2% | -37.9% | 0.118% | |
1/29/2024 | Sutton Place Investors LLC | 6,496 | $351K | 0.3% | N/A | 0.060% | |
1/26/2024 | Cerity Partners LLC | 5,985 | $324K | 0.0% | -52.1% | 0.055% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 104,042 | $5.63M | 0.0% | N/A | 0.959% | |
1/24/2024 | Stratos Wealth Advisors LLC | 16,808 | $909K | 0.1% | N/A | 0.155% | |
1/24/2024 | Allworth Financial LP | 23,515 | $1.27M | 0.0% | -10.0% | 0.217% | |
1/24/2024 | Proffitt & Goodson Inc. | 22,661 | $1.23M | 0.2% | +21.0% | 0.209% | |
1/24/2024 | Breakwater Capital Group | 10,412 | $560K | 0.2% | +28.5% | 0.096% | |
1/23/2024 | Etfidea LLC | 15,058 | $814K | 0.3% | -54.0% | 0.139% | |
1/23/2024 | TIAA Trust National Association | 706,546 | $38.22M | 0.1% | -62.4% | 6.512% | |
1/23/2024 | Level Financial Advisors Inc. | 47,817 | $2.59M | 1.3% | +57.1% | 0.441% | |
1/22/2024 | Durante & Waters LLC | 41,267 | $2.23M | 2.2% | N/A | 0.380% | |
1/22/2024 | Miracle Mile Advisors LLC | 183,885 | $9.95M | 0.3% | +5.5% | 1.695% | |
1/22/2024 | Opal Wealth Advisors LLC | 168,206 | $9.10M | 3.6% | N/A | 1.550% | |
1/19/2024 | Flagstar Advisors Inc. | 13,458 | $728K | 0.2% | -5.4% | 0.124% | |
1/18/2024 | Relyea Zuckerberg Hanson LLC | 4,387 | $237K | 0.0% | N/A | 0.040% | |
1/18/2024 | Francis Financial Inc. | 63,114 | $3.41M | 1.5% | N/A | 0.582% | |
1/18/2024 | Altfest L J & Co. Inc. | 207,277 | $11.21M | 1.6% | +1,925.8% | 1.910% | |
1/16/2024 | Myecfo LLC | 31,062 | $1.68M | 1.1% | +19.2% | 0.286% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 6,898 | $373K | 0.0% | +52.4% | 0.064% | |
1/12/2024 | Hudson Valley Investment Advisors Inc. ADV | 10,200 | $552K | 0.1% | -35.0% | 0.094% | |
1/12/2024 | Revolve Wealth Partners LLC | 16,555 | $895K | 0.2% | +3.5% | 0.153% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 1,819 | $98K | 0.0% | N/A | 0.017% | |
1/9/2024 | Wedmont Private Capital | 49,902 | $2.70M | 0.2% | +57.8% | 0.460% | |
12/14/2023 | WNY Asset Management LLC | 14,900 | $760K | 0.1% | N/A | 0.137% | |
12/8/2023 | Etfidea LLC | 32,752 | $1.67M | 0.7% | -3.0% | 0.302% | |
12/6/2023 | Citigroup Inc. | 10,011 | $511K | 0.0% | +7.2% | 0.092% | |
11/24/2023 | EP Wealth Advisors LLC | 5,200 | $265K | 0.0% | -53.5% | 0.048% | |
11/13/2023 | Mariner LLC | 169,816 | $8.67M | 0.0% | +237.5% | 1.565% | |
11/13/2023 | LPL Financial LLC | 90,745 | $4.63M | 0.0% | -3.2% | 0.836% | |
11/13/2023 | Hsbc Holdings PLC | 272,341 | $13.90M | 0.0% | -3.7% | 2.510% | |
11/13/2023 | FMR LLC | 283,944 | $14.49M | 0.0% | -5.9% | 2.617% | |
11/13/2023 | Envestnet Asset Management Inc. | 144,110 | $7.35M | 0.0% | +8.9% | 1.328% | |
11/9/2023 | Nemes Rush Group LLC | 1,552 | $79K | 0.0% | N/A | 0.014% | |
11/9/2023 | Betterment LLC | 114,151 | $5.83M | 0.0% | +4.6% | 1.052% | |
11/9/2023 | Citigroup Inc. | 10,011 | $511K | 0.0% | +7.2% | 0.092% | |
11/9/2023 | UBS Group AG | 86,023 | $4.39M | 0.0% | +12.7% | 0.793% | |
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share (Ad) The latest flare-up between Israel and Palestinian militants has sent gold prices surging.
Why? Because savvy investors know the endgame of the elites at play…
Geopolitical crises breed uncertainty — and gold thrives on uncertainty.
See why the elites are pouring billions into gold. |
11/8/2023 | W.G. Shaheen & Associates DBA Whitney & Co | 17,784 | $908K | 0.1% | +2.2% | 0.164% | |
11/8/2023 | Bell Investment Advisors Inc | 8,357 | $426K | 0.1% | N/A | 0.077% | |
11/8/2023 | HighTower Advisors LLC | 31,648 | $1.61M | 0.0% | -39.5% | 0.292% | |
11/8/2023 | Atria Wealth Solutions Inc. | 18,622 | $950K | 0.0% | -44.4% | 0.172% | |
11/8/2023 | Avantax Advisory Services Inc. | 5,315 | $271K | 0.0% | -28.2% | 0.049% | |
11/8/2023 | Bryn Mawr Capital Management LLC | 7,727 | $394K | 0.0% | N/A | 0.071% | |
11/7/2023 | James J. Burns & Company LLC | 75,913 | $3.87M | 1.0% | -16.3% | 0.700% | |
11/6/2023 | Breakwater Capital Group | 8,105 | $408K | 0.1% | -44.4% | 0.075% | |
11/4/2023 | Whitegate Investment Counselors Inc. | 128,880 | $6.58M | 2.2% | +55.6% | 1.188% | |
11/3/2023 | Private Advisor Group LLC | 19,897 | $1.02M | 0.0% | -2.5% | 0.183% | |