11/18/2024 | Rehmann Capital Advisory Group | 66,481 | $1.15M | 0.1% | -1.6% | 0.442% | |
11/15/2024 | MidWestOne Financial Group Inc. | 141,456 | $2.45M | 0.3% | +7.6% | 0.940% | |
11/15/2024 | MML Investors Services LLC | 102,229 | $1.77M | 0.0% | +10.7% | 0.679% | |
11/15/2024 | Jane Street Group LLC | 12,433 | $215K | 0.0% | -78.8% | 0.083% | |
11/15/2024 | Stifel Financial Corp | 214,153 | $3.70M | 0.0% | -2.1% | 1.423% | |
11/15/2024 | Integrated Wealth Concepts LLC | 69,621 | $1.20M | 0.0% | -33.6% | 0.463% | |
|
11/15/2024 | HighTower Advisors LLC | 17,501 | $302K | 0.0% | -49.0% | 0.116% | |
11/13/2024 | Freedom Investment Management Inc. | 77,262 | $1.34M | 0.1% | -2.3% | 0.513% | |
11/12/2024 | Cerity Partners LLC | 185,410 | $3.21M | 0.0% | +23.9% | 1.232% | |
11/12/2024 | M Holdings Securities Inc. | 572,659 | $9.90M | 2.5% | +7.8% | 3.805% | |
11/12/2024 | Raymond James Trust N.A. | 12,483 | $216K | 0.0% | -22.5% | 0.083% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 27,909 | $483K | 0.0% | -8.1% | 0.185% | |
10/24/2024 | Kavar Capital Partners Group LLC | 12,500 | $216K | 0.0% | N/A | 0.083% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 24,974 | $432K | 0.0% | N/A | 0.166% | |
10/24/2024 | PFG Investments LLC | 17,419 | $301K | 0.0% | -5.1% | 0.116% | |
10/23/2024 | Allworth Financial LP | 1,257,510 | $21.74M | 0.1% | +14.8% | 8.356% | |
10/22/2024 | Detalus Advisors LLC | 28,142 | $487K | 0.2% | -11.2% | 0.187% | |
10/18/2024 | Bartlett & CO. Wealth Management LLC | 68,403 | $1.18M | 0.0% | -9.0% | 0.455% | |
10/9/2024 | Juncture Wealth Strategies LLC | 44,291 | $766K | 0.3% | -18.6% | 0.294% | |
10/8/2024 | MBM Wealth Consultants LLC | 32,225 | $557K | 0.2% | -2.7% | 0.214% | |
10/5/2024 | Fluent Financial LLC | 11,730 | $203K | 0.1% | N/A | 0.078% | |
10/1/2024 | IMPACTfolio LLC | 132,024 | $2.28M | 1.2% | +1.3% | 0.877% | |
9/5/2024 | Sanctuary Advisors LLC | 104,521 | $1.77M | 0.0% | N/A | 0.694% | |
8/16/2024 | MidWestOne Financial Group Inc. | 131,478 | $2.24M | 0.4% | +38.9% | 0.874% | |
8/13/2024 | Sei Investments Co. | 190,266 | $3.24M | 0.0% | +24.1% | 1.264% | |
8/9/2024 | One Capital Management LLC | 25,710 | $437K | 0.0% | -39.7% | 0.171% | |
8/8/2024 | Prosperity Consulting Group LLC | 218,623 | $3.72M | 0.5% | -7.6% | 1.453% | |
8/8/2024 | Condor Capital Management | 196,221 | $3.34M | 0.3% | +4.2% | 1.304% | |
8/7/2024 | PFG Investments LLC | 18,363 | $312K | 0.0% | -16.2% | 0.122% | |
8/1/2024 | Willis Johnson & Associates Inc. | 245,333 | $4.17M | 0.3% | +1.4% | 1.630% | |
8/1/2024 | PrairieView Partners LLC | 300,571 | $5.11M | 0.6% | -0.3% | 1.997% | |
7/31/2024 | Commonwealth Equity Services LLC | 22,464 | $382K | 0.0% | -6.0% | 0.149% | |
7/29/2024 | FAS Wealth Partners Inc. | 36,761 | $625K | 0.1% | +2.0% | 0.244% | |
7/26/2024 | WealthShield Partners LLC | 9,962 | $169K | 0.0% | -24.1% | 0.066% | |
7/23/2024 | Vicus Capital | 12,053 | $205K | 0.0% | -73.9% | 0.080% | |
7/23/2024 | Diversified Portfolios Inc. | 93,033 | $1.58M | 0.2% | N/A | 0.618% | |
7/20/2024 | Brand Asset Management Group Inc. | 10,451 | $178K | 0.1% | N/A | 0.069% | |
7/11/2024 | Juncture Wealth Strategies LLC | 54,398 | $925K | 0.4% | -5.8% | 0.361% | |
7/2/2024 | Massmutual Trust Co. FSB ADV | 45,900 | $780K | 0.0% | +80.1% | 0.305% | |
5/17/2024 | Comerica Bank | 20,148 | $343K | 0.0% | +8.1% | 0.135% | |
9 hidden AI stocks set to thrive in Trump’s new era (Ad) AI ETFs are Booming, But These 9 AI Stocks are Better Plays
By 2030, the AI industry is projected to be worth trillions of dollars (here’s how to tap into this new wealth) Get the Name of These AI Picks Now |
5/16/2024 | Jane Street Group LLC | 1,356,703 | $23.09M | 0.0% | +146.9% | 9.105% | |
5/9/2024 | Condor Capital Management | 188,278 | $3.20M | 0.3% | +4.8% | 1.264% | |
5/7/2024 | Sei Investments Co. | 153,363 | $2.61M | 0.0% | +3.8% | 1.029% | |
5/4/2024 | PrairieView Partners LLC | 301,418 | $5.13M | 0.6% | +0.3% | 2.023% | |
5/3/2024 | Rehmann Capital Advisory Group | 68,583 | $1.17M | 0.1% | +7.9% | 0.460% | |
5/1/2024 | Janney Capital Management LLC | 148,777 | $2.53M | 0.2% | -1.2% | 0.999% | |
5/1/2024 | Cherry Tree Wealth Management LLC | 14,688 | $250K | 0.1% | -16.6% | 0.099% | |
5/1/2024 | Prosperity Consulting Group LLC | 236,601 | $4.03M | 0.5% | N/A | 1.588% | |
4/29/2024 | FAS Wealth Partners Inc. | 36,039 | $613K | 0.1% | +6.9% | 0.242% | |
4/23/2024 | Global Retirement Partners LLC | 2,385 | $41K | 0.0% | -36.3% | 0.017% | |
4/22/2024 | PFG Investments LLC | 21,918 | $373K | 0.0% | +6.5% | 0.158% | |
4/19/2024 | Willis Johnson & Associates Inc. | 242,039 | $4.12M | 0.4% | -4.9% | 1.741% | |
4/18/2024 | Miracle Mile Advisors LLC | 16,170 | $275K | 0.0% | N/A | 0.116% | |
4/17/2024 | Vicus Capital | 46,097 | $785K | 0.1% | -3.0% | 0.332% | |
4/16/2024 | Dohj LLC | 358,373 | $6.10M | 1.6% | +44.0% | 2.578% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 40,119 | $683K | 0.0% | -9.4% | 0.289% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 25,491 | $434K | 0.0% | -7.5% | 0.167% | |
4/5/2024 | Juncture Wealth Strategies LLC | 57,718 | $982K | 0.4% | +1.6% | 0.377% | |
4/1/2024 | IMPACTfolio LLC | 130,143 | $2.22M | 1.3% | +7.6% | 0.851% | |
2/13/2024 | Joseph Group Capital Management | 14,300 | $244K | 0.1% | N/A | 0.093% | |
2/13/2024 | Jones Financial Companies Lllp | 9,828 | $168K | 0.0% | N/A | 0.064% | |
2/12/2024 | Condor Capital Management | 179,599 | $3.07M | 0.3% | +1.1% | 1.174% | |
2/12/2024 | Stifel Financial Corp | 263,153 | $4.50M | 0.0% | -1.3% | 1.720% | |
2/9/2024 | Eagle Global Advisors LLC | 28,000 | $479K | 0.0% | -9.7% | 0.183% | |
2/9/2024 | Wells Fargo & Company MN | 613,015 | $10.48M | 0.0% | +3.0% | 4.007% | |
2/8/2024 | Janney Capital Management LLC | 150,563 | $2.57M | 0.2% | -2.5% | 0.984% | |
2/8/2024 | Quotient Wealth Partners LLC | 25,920 | $443K | 0.0% | N/A | 0.169% | |
2/7/2024 | One Capital Management LLC | 42,640 | $729K | 0.0% | -30.0% | 0.279% | |
2/6/2024 | Cherry Tree Wealth Management LLC | 17,618 | $301K | 0.1% | -27.4% | 0.115% | |
2/6/2024 | Private Advisor Group LLC | 45,306 | $774K | 0.0% | +17.3% | 0.296% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 44,286 | $757K | 0.0% | -75.0% | 0.289% | |
2/2/2024 | Dohj LLC | 248,832 | $4.25M | 1.3% | N/A | 1.626% | |
2/1/2024 | Foster & Motley Inc. | 10,755 | $184K | 0.0% | N/A | 0.070% | |
2/1/2024 | CWM LLC | 4,384 | $75K | 0.0% | N/A | 0.029% | |
2/1/2024 | Vicus Capital | 47,535 | $812K | 0.1% | -28.3% | 0.311% | |
1/30/2024 | MBM Wealth Consultants LLC | 41,739 | $712K | 0.3% | -2.6% | 0.273% | |
1/26/2024 | Cerity Partners LLC | 432,753 | $7.40M | 0.0% | +710.8% | 2.828% | |
1/26/2024 | PrairieView Partners LLC | 300,581 | $5.14M | 0.6% | +99.8% | 1.965% | |
1/24/2024 | Detalus Advisors LLC | 33,351 | $570K | 0.2% | -65.1% | 0.218% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 43,485 | $743K | 0.0% | +4.7% | 0.284% | |
1/24/2024 | Allworth Financial LP | 727,891 | $12.44M | 0.1% | -15.2% | 4.757% | |
1/24/2024 | Private Trust Co. NA | 46,196 | $789K | 0.1% | +926.8% | 0.302% | |
1/23/2024 | FAS Wealth Partners Inc. | 33,713 | $576K | 0.1% | -14.0% | 0.220% | |
1/18/2024 | Strategic Financial Concepts LLC | 11,012 | $188K | 0.1% | -13.8% | 0.072% | |
1/18/2024 | Global Retirement Partners LLC | 3,747 | $64K | 0.0% | -13.8% | 0.024% | |
1/17/2024 | PFG Investments LLC | 20,573 | $352K | 0.1% | -16.9% | 0.134% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 29,148 | $498K | 0.0% | +4.1% | 0.191% | |
1/16/2024 | Raymond James & Associates | 32,595 | $557K | 0.0% | +8.8% | 0.213% | |
1/12/2024 | Willis Johnson & Associates Inc. | 254,455 | $4.35M | 0.4% | +51.6% | 1.663% | |
1/11/2024 | OneAscent Financial Services LLC | 11,136 | $190K | 0.0% | N/A | 0.073% | |
9 hidden AI stocks set to thrive in Trump’s new era (Ad) AI ETFs are Booming, But These 9 AI Stocks are Better Plays
By 2030, the AI industry is projected to be worth trillions of dollars (here’s how to tap into this new wealth) Get the Name of These AI Picks Now |
1/11/2024 | FORVIS Wealth Advisors LLC | 42,380 | $724K | 0.0% | -19.0% | 0.277% | |
1/8/2024 | Juncture Wealth Strategies LLC | 56,828 | $971K | 0.4% | +6.8% | 0.371% | |
1/5/2024 | BancFirst Trust & Investment Management | 13,210 | $225K | 0.1% | N/A | 0.086% | |
1/3/2024 | Massmutual Trust Co. FSB ADV | 27,549 | $471K | 0.0% | -10.1% | 0.180% | |
1/3/2024 | EisnerAmper Wealth Management Corporate Benefits LLC | 246,337 | $4.21M | 1.5% | -7.1% | 1.610% | |
11/16/2023 | Moneta Group Investment Advisors LLC | 10,729 | $179K | 0.0% | N/A | 0.070% | |
11/15/2023 | Integrated Wealth Concepts LLC | 137,999 | $2.30M | 0.0% | +0.7% | 0.902% | |
11/15/2023 | Axxcess Wealth Management LLC | 15,200 | $254K | 0.0% | N/A | 0.099% | |
11/14/2023 | Rehmann Capital Advisory Group | 94,435 | $1.58M | 0.1% | -0.7% | 0.617% | |
11/14/2023 | Ancora Advisors LLC | 4,611 | $77K | 0.0% | -13.2% | 0.030% | |