8/27/2025 | Orion Porfolio Solutions LLC | 7,162 | $2.01M | 0.0% | +1.1% | 0.034% | |
8/26/2025 | Thrivent Financial for Lutherans | 2,476 | $693K | 0.0% | N/A | 0.012% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 10,548 | $2.95M | 0.1% | N/A | 0.051% | |
8/19/2025 | Cape Investment Advisory Inc. | 326 | $91K | 0.0% | -47.3% | 0.002% | |
8/19/2025 | Advisory Services Network LLC | 2,193 | $636K | 0.0% | +2.8% | 0.011% | |
8/19/2025 | Anchor Investment Management LLC | 10,377 | $2.91M | 0.3% | -2.2% | 0.050% | |
8/18/2025 | N.E.W. Advisory Services LLC | 2,375 | $665K | 0.1% | -21.9% | 0.011% | |
8/18/2025 | Geneos Wealth Management Inc. | 362 | $101K | 0.0% | -26.9% | 0.002% | |
8/18/2025 | Hershey Financial Advisers LLC | 6,215 | $1.74M | 1.6% | N/A | 0.030% | |
8/18/2025 | Front Row Advisors LLC | 140 | $39K | 0.0% | +40.0% | 0.001% | |
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8/15/2025 | Tower Research Capital LLC TRC | 3,967 | $1.11M | 0.0% | +108.2% | 0.019% | |
8/15/2025 | Corient Private Wealth LLC | 64,130 | $17.96M | 0.0% | +101.2% | 0.308% | |
8/15/2025 | Florida Financial Advisors LLC | 1,423 | $399K | 0.1% | +31.0% | 0.007% | |
8/15/2025 | Captrust Financial Advisors | 8,302 | $2.33M | 0.0% | -10.0% | 0.040% | |
8/15/2025 | Keel Point LLC | 3,799 | $1.06M | 0.1% | N/A | 0.018% | |
8/15/2025 | Visionary Wealth Advisors | 4,187 | $1.17M | 0.1% | +4.5% | 0.020% | |
8/15/2025 | Snowden Capital Advisors LLC | 6,107 | $1.71M | 0.1% | -1.7% | 0.029% | |
8/15/2025 | Redwood Financial Network Corp | 1,463 | $410K | 0.3% | -9.4% | 0.007% | |
8/15/2025 | Orion Porfolio Solutions LLC | 7,162 | $2.01M | 0.0% | +1.1% | 0.034% | |
8/15/2025 | MML Investors Services LLC | 59,018 | $16.53M | 0.0% | +1.6% | 0.283% | |
8/15/2025 | Mission Creek Capital Partners Inc. | 784 | $220K | 0.0% | N/A | 0.004% | |
8/15/2025 | Modern Wealth Management LLC | 1,220 | $342K | 0.0% | -11.4% | 0.006% | |
8/15/2025 | EP Wealth Advisors LLC | 2,120 | $594K | 0.0% | N/A | 0.010% | |
8/15/2025 | BNP Paribas Financial Markets | 40,000 | $11.20M | 0.0% | -33.3% | 0.192% | |
8/15/2025 | Bank of America Corp DE | 3,667,729 | $1.03B | 0.1% | -0.4% | 17.599% | |
8/15/2025 | Ameriprise Financial Inc. | 142,366 | $40.05M | 0.0% | -0.6% | 0.683% | |
8/14/2025 | Jane Street Group LLC | 1,232 | $345K | 0.0% | -88.1% | 0.006% | |
8/14/2025 | Ausdal Financial Partners Inc. | 1,170 | $328K | 0.0% | +20.6% | 0.006% | |
8/14/2025 | Raymond James Financial Inc. | 225,534 | $63.17M | 0.0% | -12.1% | 1.082% | |
8/14/2025 | Quantinno Capital Management LP | 17,313 | $4.85M | 0.0% | +11.1% | 0.083% | |
8/14/2025 | NewEdge Advisors LLC | 3,549 | $994K | 0.0% | +155.0% | 0.017% | |
8/14/2025 | Qube Research & Technologies Ltd | 224 | $63K | 0.0% | -53.5% | 0.001% | |
8/14/2025 | Tripletail Wealth Management LLC | 1,418 | $407K | 0.6% | N/A | 0.007% | |
8/14/2025 | Cerity Partners LLC | 7,577 | $2.12M | 0.0% | +4.7% | 0.036% | |
8/13/2025 | ESG Planning DBA Harper Investing | 15,384 | $4.31M | 2.4% | -0.7% | 0.074% | |
8/13/2025 | Per Stirling Capital Management LLC. | 1,586 | $444K | 0.1% | +44.6% | 0.008% | |
8/13/2025 | PGIM Custom Harvest LLC | 909,939 | $254.85M | 5.3% | +1.8% | 4.366% | |
8/13/2025 | Idaho Trust Co | 4,456 | $1.25M | 0.4% | +5.0% | 0.021% | |
8/13/2025 | Flow Traders U.S. LLC | 2,646 | $741K | 0.0% | N/A | 0.013% | |
8/13/2025 | Cresset Asset Management LLC | 7,668 | $2.15M | 0.0% | +4.3% | 0.037% | |
What Steve Bannon revealed about Trump’s gold play (Ad) A Trump advisor just said 3 words that could reset the dollar.
It’s a gold move nobody saw coming—and your IRA could be at risk.
Here’s how to prepare. Download the Free Gold Protection Guide to get started now |
8/13/2025 | Brown Advisory Inc. | 1,897 | $531K | 0.0% | -10.1% | 0.009% | |
8/13/2025 | Royal Fund Management LLC | 7,308 | $2.06M | 0.2% | +2.0% | 0.035% | |
8/13/2025 | Baird Financial Group Inc. | 10,692 | $3.00M | 0.0% | +12.1% | 0.051% | |
8/13/2025 | Crescent Grove Advisors LLC | 717 | $201K | 0.0% | N/A | 0.003% | |
8/13/2025 | JBR Co Financial Management Inc | 743 | $208K | 0.1% | N/A | 0.004% | |
8/13/2025 | Raab & Moskowitz Asset Management LLC | 1,414 | $396K | 0.1% | -11.6% | 0.007% | |
8/13/2025 | CW Advisors LLC | 11,215 | $3.14M | 0.0% | +7.9% | 0.054% | |
8/13/2025 | M&T Bank Corp | 77,512 | $21.71M | 0.1% | -6.4% | 0.372% | |
8/13/2025 | Riverview Capital Advisers LLC | 7,429 | $2.08M | 0.6% | -1.2% | 0.036% | |
8/13/2025 | Fisher Asset Management LLC | 7,847 | $2.20M | 0.0% | -0.9% | 0.038% | |
8/13/2025 | Lido Advisors LLC | 57,998 | $16.24M | 0.1% | +8.7% | 0.278% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 64,038 | $17.94M | 0.0% | +42.3% | 0.307% | |
8/13/2025 | Harfst & Associates Inc. | 66,835 | $18.72M | 3.9% | +3.1% | 0.321% | |
8/13/2025 | Choreo LLC | 1,364 | $382K | 0.0% | -36.4% | 0.007% | |
8/12/2025 | Richmond Investment Services LLC | 926 | $259K | 0.1% | N/A | 0.004% | |
8/12/2025 | J.W. Cole Advisors Inc. | 39,084 | $10.95M | 0.2% | +49.1% | 0.188% | |
8/12/2025 | FourThought Financial Partners LLC | 753 | $211K | 0.0% | N/A | 0.004% | |
8/12/2025 | Laurel Wealth Advisors LLC | 182,326 | $51.06M | 0.0% | +24,177.8% | 0.875% | |
8/12/2025 | One Charles Private Wealth Services LLC | 4,937 | $1.38M | 0.4% | -15.5% | 0.024% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 28,460 | $7.97M | 0.1% | -3.2% | 0.137% | |
8/12/2025 | CreativeOne Wealth LLC | 757 | $212K | 0.0% | N/A | 0.004% | |
8/12/2025 | AlphaCore Capital LLC | 16,015 | $4.49M | 0.2% | +5,966.3% | 0.077% | |
8/12/2025 | MAI Capital Management | 2,528 | $708K | 0.0% | +10.6% | 0.012% | |
8/12/2025 | JPMorgan Chase & Co. | 139,828 | $39.16M | 0.0% | -2.5% | 0.671% | |
8/12/2025 | Athena Investment Management | 943 | $264K | 0.1% | -3.8% | 0.005% | |
8/11/2025 | TD Waterhouse Canada Inc. | 10,514 | $2.96M | 0.0% | +14.4% | 0.050% | |
8/11/2025 | Wealthspire Advisors LLC | 1,061 | $297K | 0.0% | N/A | 0.005% | |
8/11/2025 | Perennial Investment Advisors LLC | 1,057 | $296K | 0.0% | -7.7% | 0.005% | |
8/11/2025 | Dorsey & Whitney Trust CO LLC | 4,550 | $1.27M | 0.1% | -18.8% | 0.022% | |
8/8/2025 | MTM Investment Management LLC | 475 | $133K | 0.0% | N/A | 0.002% | |
8/8/2025 | Rockefeller Capital Management L.P. | 106,490 | $29.83M | 0.1% | +1.5% | 0.509% | |
8/8/2025 | Kingsview Wealth Management LLC | 2,206 | $618K | 0.0% | +16.7% | 0.011% | |
8/8/2025 | Horizon Family Wealth Inc. | 1,574 | $441K | 0.3% | -29.9% | 0.008% | |
8/8/2025 | Avantax Advisory Services Inc. | 11,236 | $3.15M | 0.0% | -8.4% | 0.054% | |
8/8/2025 | Cetera Investment Advisers | 99,294 | $27.81M | 0.0% | -26.4% | 0.475% | |
8/8/2025 | Creative Planning | 15,486 | $4.34M | 0.0% | -1.6% | 0.074% | |
8/8/2025 | Empower Advisory Group LLC | 83,385 | $23.35M | 0.1% | +2.7% | 0.398% | |
8/8/2025 | Foundations Investment Advisors LLC | 13,870 | $3.89M | 0.1% | +3.8% | 0.066% | |
8/8/2025 | Richmond Brothers Inc. | 26,135 | $7.32M | 4.8% | -15.3% | 0.125% | |
8/8/2025 | Bailard Inc. | 15,436 | $4.32M | 0.1% | +4.8% | 0.074% | |
8/8/2025 | PNC Financial Services Group Inc. | 50,361 | $14.11M | 0.0% | -1.7% | 0.241% | |
8/8/2025 | Wealth Alliance LLC | 1,891 | $530K | 0.1% | -7.5% | 0.009% | |
8/7/2025 | Blackston Financial Advisory Group LLC | 1,930 | $541K | 0.2% | -2.4% | 0.009% | |
8/7/2025 | Birchcreek Wealth Management LLC | 5,315 | $1.49M | 0.8% | +3.7% | 0.025% | |
8/7/2025 | Allworth Financial LP | 510 | $143K | 0.0% | +17.2% | 0.002% | |
8/7/2025 | Fountainhead AM LLC | 2,218 | $621K | 0.1% | +58.2% | 0.011% | |
8/7/2025 | Midwest Trust Co | 868 | $243K | 0.0% | N/A | 0.004% | |
8/7/2025 | Parkside Financial Bank & Trust | 252 | $71K | 0.0% | -16.6% | 0.001% | |
8/6/2025 | Prospera Financial Services Inc | 7,999 | $2.24M | 0.0% | +15.6% | 0.038% | |
8/6/2025 | AGF Management Ltd. | 39,625 | $11.10M | 0.1% | +2.4% | 0.189% | |
What Steve Bannon revealed about Trump’s gold play (Ad) A Trump advisor just said 3 words that could reset the dollar.
It’s a gold move nobody saw coming—and your IRA could be at risk.
Here’s how to prepare. Download the Free Gold Protection Guide to get started now |
8/6/2025 | AE Wealth Management LLC | 684 | $192K | 0.0% | -14.2% | 0.003% | |
8/6/2025 | Bonfire Financial | 15,248 | $4.27M | 3.5% | +4.6% | 0.073% | |
8/6/2025 | KCM Investment Advisors LLC | 86,448 | $24.21M | 0.8% | +2.9% | 0.413% | |
8/6/2025 | Wedbush Securities Inc. | 1,002 | $281K | 0.0% | -19.3% | 0.005% | |
8/6/2025 | Aspect Partners LLC | 250 | $70K | 0.0% | N/A | 0.001% | |
8/6/2025 | Maltin Wealth Management Inc. | 16,703 | $4.68M | 2.1% | +2.1% | 0.080% | |
8/6/2025 | SouthState Corp | 4,224 | $1.18M | 0.1% | -13.7% | 0.020% | |
8/6/2025 | Atlantic Union Bankshares Corp | 142 | $40K | 0.0% | N/A | 0.001% | |
8/6/2025 | Simmons Bank | 2,984 | $836K | 0.1% | -4.8% | 0.014% | |
8/5/2025 | Key Financial Inc | 1,194 | $334K | 0.1% | +5.6% | 0.006% | |