5/21/2025 | Geneos Wealth Management Inc. | 1,719 | $37K | 0.0% | N/A | 0.003% | |
5/20/2025 | Focus Partners Wealth | 83,326 | $1.81M | 0.0% | N/A | 0.142% | |
5/19/2025 | Jane Street Group LLC | 218,040 | $4.74M | 0.0% | N/A | 0.371% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 34,338 | $747K | 0.0% | N/A | 0.058% | |
5/16/2025 | Jones Financial Companies Lllp | 1,684 | $37K | 0.0% | -60.2% | 0.003% | |
5/16/2025 | NewEdge Advisors LLC | 50,475 | $1.10M | 0.0% | +2.8% | 0.086% | |
5/15/2025 | Royal Bank of Canada | 385,081 | $8.37M | 0.0% | +38.5% | 0.655% | |
5/15/2025 | Baird Financial Group Inc. | 195,201 | $4.24M | 0.0% | +0.3% | 0.332% | |
5/15/2025 | OLD Mission Capital LLC | 60,948 | $1.33M | 0.0% | -89.7% | 0.104% | |
5/14/2025 | Ieq Capital LLC | 22,096 | $480K | 0.0% | N/A | 0.038% | |
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5/14/2025 | Northwestern Mutual Wealth Management Co. | 32,412 | $705K | 0.0% | +4.7% | 0.055% | |
5/14/2025 | Ameriprise Financial Inc. | 2,173,267 | $47.25M | 0.0% | -2.0% | 3.699% | |
5/13/2025 | Raymond James Financial Inc. | 241,099 | $5.24M | 0.0% | +8.9% | 0.410% | |
5/13/2025 | HighTower Advisors LLC | 576,365 | $12.53M | 0.0% | +4.2% | 0.981% | |
5/12/2025 | Invesco Ltd. | 1,221,951 | $26.57M | 0.0% | +68.6% | 2.080% | |
5/12/2025 | Townsquare Capital LLC | 58,473 | $1.27M | 0.0% | -7.5% | 0.100% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 22,879,711 | $497.41M | 0.1% | -4.9% | 38.944% | |
5/9/2025 | PNC Financial Services Group Inc. | 4,556 | $99K | 0.0% | -24.8% | 0.008% | |
5/8/2025 | US Bancorp DE | 1,842 | $40K | 0.0% | -21.1% | 0.003% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 9,845 | $214K | 0.0% | -20.0% | 0.017% | |
5/8/2025 | Foster & Motley Inc. | 166,650 | $3.62M | 0.2% | -5.2% | 0.284% | |
5/8/2025 | NorthRock Partners LLC | 2,087 | $45K | 0.0% | N/A | 0.004% | |
5/7/2025 | Maridea Wealth Management LLC | 10,347 | $225K | 0.1% | N/A | 0.018% | |
5/7/2025 | Atlas Legacy Advisors LLC | 142,214 | $3.14M | 0.8% | -71.7% | 0.242% | |
5/7/2025 | LPL Financial LLC | 1,007,690 | $21.91M | 0.0% | +14.5% | 1.715% | |
5/7/2025 | Drive Wealth Management LLC | 65,829 | $1.43M | 0.3% | -7.6% | 0.114% | |
5/6/2025 | Cetera Investment Advisers | 13,033 | $283K | 0.0% | N/A | 0.022% | |
5/6/2025 | Avantax Advisory Services Inc. | 83,664 | $1.82M | 0.0% | +23.8% | 0.144% | |
5/5/2025 | IFP Advisors Inc | 14,216 | $309K | 0.0% | +85.6% | 0.025% | |
5/5/2025 | Private Advisor Group LLC | 56,056 | $1.22M | 0.0% | +19.5% | 0.097% | |
5/2/2025 | Wealthfront Advisers LLC | 29,559 | $643K | 0.0% | -6.9% | 0.051% | |
5/1/2025 | Westmount Partners LLC | 20,107 | $437K | 0.1% | N/A | 0.035% | |
5/1/2025 | Kathmere Capital Management LLC | 117,499 | $2.55M | 0.2% | -3.3% | 0.203% | |
4/30/2025 | Crossmark Global Holdings Inc. | 88,586 | $1.93M | 0.0% | N/A | 0.153% | |
4/29/2025 | Fairway Wealth LLC | 2,096 | $46K | 0.0% | N/A | 0.004% | |
4/29/2025 | Envestnet Asset Management Inc. | 115,333 | $2.51M | 0.0% | -13.8% | 0.199% | |
4/29/2025 | Bank of New York Mellon Corp | 862,457 | $18.75M | 0.0% | -29.3% | 1.488% | |
4/29/2025 | Onyx Bridge Wealth Group LLC | 17,078 | $371K | 0.1% | -4.7% | 0.029% | |
4/28/2025 | Private Trust Co. NA | 1,750 | $38K | 0.0% | +629.2% | 0.003% | |
4/28/2025 | DAVENPORT & Co LLC | 30,390 | $661K | 0.0% | +3.5% | 0.052% | |
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. |
4/28/2025 | Cidel Asset Management Inc. | 518,521 | $11.27M | 0.7% | +9.0% | 0.895% | |
4/25/2025 | Trademark Financial Management LLC | 34,727 | $755K | 0.6% | +207.3% | 0.060% | |
4/24/2025 | Golden State Wealth Management LLC | 5,108 | $111K | 0.0% | +510,700.0% | 0.009% | |
4/23/2025 | Golden State Wealth Management LLC | 10,216 | $222K | 0.0% | +1,021,500.0% | 0.018% | |
4/23/2025 | Bessemer Group Inc. | 4,160 | $90K | 0.0% | -16.7% | 0.007% | |
4/22/2025 | JFS Wealth Advisors LLC | 14,212 | $309K | 0.0% | +4.4% | 0.025% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 16,288 | $354K | 0.0% | +7.6% | 0.028% | |
4/17/2025 | Brighton Jones LLC | 10,158 | $221K | 0.0% | -14.6% | 0.018% | |
4/17/2025 | Aries Wealth Management | 208,664 | $4.54M | 1.2% | -1.0% | 0.360% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 292,077 | $6.35M | 0.0% | +14.7% | 0.504% | |
4/15/2025 | Net Worth Advisory Group | 28,880 | $628K | 0.2% | -9.3% | 0.050% | |
4/15/2025 | Integrated Advisors Network LLC | 19,903 | $433K | 0.0% | N/A | 0.034% | |
4/14/2025 | One Plus One Wealth Management LLC | 97,472 | $2.12M | 1.2% | +3.5% | 0.168% | |
4/14/2025 | Revolve Wealth Partners LLC | 19,714 | $429K | 0.1% | +12.8% | 0.034% | |
4/10/2025 | Charles Schwab Trust Co | 74,279 | $1.62M | 0.1% | -2.5% | 0.128% | |
4/10/2025 | KWB Wealth | 110,864 | $2.27M | 0.3% | -12.1% | 0.191% | |
4/10/2025 | Lmcg Investments LLC | 78,290 | $1.70M | 0.1% | +64.8% | 0.135% | |
4/10/2025 | Johnson & White Wealth Management LLC | 269,640 | $5.86M | 3.3% | +4.8% | 0.465% | |
4/9/2025 | Flagstar Advisors Inc. | 15,569 | $338K | 0.1% | +6.0% | 0.027% | |
4/9/2025 | SigFig Wealth Management LLC | 99,052 | $2.15M | 0.1% | -2.4% | 0.171% | |
4/8/2025 | Rothschild Investment LLC | 173,399 | $3.77M | 0.3% | -0.5% | 0.299% | |
4/8/2025 | Lowe Wealth Advisors LLC | 53,029 | $1.15M | 0.5% | +6.0% | 0.092% | |
4/7/2025 | Efficient Frontier Advisors LLC | 11,415 | $248K | 0.2% | -4.9% | 0.020% | |
4/1/2025 | MassMutual Private Wealth & Trust FSB | 38,641 | $840K | 0.0% | +113.3% | 0.067% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 254,570 | $5.21M | 0.0% | +0.6% | 0.439% | |
2/17/2025 | Waverly Advisors LLC | 95,315 | $1.95M | 0.0% | -2.5% | 0.153% | |
2/17/2025 | Fiduciary Trust Co | 122,915 | $2.52M | 0.0% | +25.8% | 0.197% | |
2/17/2025 | EP Wealth Advisors LLC | 10,258 | $210K | 0.0% | N/A | 0.016% | |
2/17/2025 | CoreCap Advisors LLC | 4,409 | $90K | 0.0% | +41.7% | 0.007% | |
2/17/2025 | Captrust Financial Advisors | 397,388 | $8.14M | 0.0% | -0.2% | 0.636% | |
2/17/2025 | Citadel Advisors LLC | 102,475 | $2.10M | 0.0% | +917.0% | 0.164% | |
2/17/2025 | Baird Financial Group Inc. | 194,552 | $3.98M | 0.0% | +3.4% | 0.312% | |
2/17/2025 | Bank of America Corp DE | 2,225,113 | $45.57M | 0.0% | -1.2% | 3.563% | |
2/17/2025 | Ameriprise Financial Inc. | 2,218,307 | $45.43M | 0.0% | -0.7% | 3.552% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 37,994 | $778K | 0.0% | +19.2% | 0.061% | |
2/14/2025 | Johnson Financial Group Inc. | 5,334 | $112K | 0.0% | N/A | 0.009% | |
2/14/2025 | Susquehanna International Group LLP | 74,007 | $1.52M | 0.0% | +26.9% | 0.119% | |
2/13/2025 | NewEdge Advisors LLC | 49,104 | $1.01M | 0.0% | +5,331.9% | 0.079% | |
2/13/2025 | Mariner LLC | 33,395 | $684K | 0.0% | +6.8% | 0.053% | |
2/13/2025 | Townsquare Capital LLC | 63,204 | $1.29M | 0.0% | +2.3% | 0.101% | |
2/13/2025 | Rockefeller Capital Management L.P. | 16,128 | $330K | 0.0% | +14.4% | 0.026% | |
2/13/2025 | Raymond James Financial Inc. | 221,482 | $4.54M | 0.0% | N/A | 0.355% | |
2/13/2025 | Invesco Ltd. | 724,559 | $14.84M | 0.0% | +64.3% | 1.160% | |
2/13/2025 | Cerity Partners LLC | 37,179 | $761K | 0.0% | -29.4% | 0.060% | |
2/13/2025 | Envestnet Asset Management Inc. | 133,825 | $2.74M | 0.0% | -7.7% | 0.214% | |
2/13/2025 | Wells Fargo & Company MN | 483,013 | $9.89M | 0.0% | +10.6% | 0.773% | |
2/12/2025 | OLD Mission Capital LLC | 592,316 | $12.13M | 0.2% | +64.5% | 0.948% | |
2/12/2025 | CIBC Private Wealth Group LLC | 169,611 | $3.44M | 0.0% | +4,084.8% | 0.272% | |
2/12/2025 | Orion Portfolio Solutions LLC | 244,323 | $5.00M | 0.0% | -8.0% | 0.391% | |
2/12/2025 | JPMorgan Chase & Co. | 15,705 | $322K | 0.0% | +141.2% | 0.025% | |
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. |
2/11/2025 | LPL Financial LLC | 880,390 | $18.03M | 0.0% | +1.2% | 1.410% | |
2/11/2025 | SigFig Wealth Management LLC | 101,446 | $2.08M | 0.1% | +7.1% | 0.162% | |
2/10/2025 | Corient Private Wealth LLC | 21,893 | $448K | 0.0% | +3.3% | 0.035% | |
2/10/2025 | Commonwealth Equity Services LLC | 13,074 | $268K | 0.0% | N/A | 0.021% | |
2/10/2025 | Avantax Advisory Services Inc. | 67,589 | $1.38M | 0.0% | +7.6% | 0.108% | |
2/7/2025 | Sequoia Financial Advisors LLC | 52,227 | $1.07M | 0.0% | +10.0% | 0.084% | |
2/7/2025 | HighTower Advisors LLC | 553,049 | $11.33M | 0.0% | +0.4% | 0.886% | |
2/7/2025 | Net Worth Advisory Group | 31,830 | $652K | 0.2% | -10.2% | 0.051% | |
2/7/2025 | Independent Advisor Alliance | 15,266 | $313K | 0.0% | N/A | 0.024% | |
2/7/2025 | Daiwa Securities Group Inc. | 895,500 | $18.34M | 0.1% | -30.9% | 1.434% | |