12/13/2024 | B. Riley Wealth Advisors Inc. | 22,062 | $5.67M | 0.2% | -5.9% | 0.111% | |
11/25/2024 | World Investment Advisors LLC | 1,995 | $519K | 0.0% | -1.8% | 0.010% | |
11/19/2024 | M&T Bank Corp | 32,014 | $8.33M | 0.0% | -0.3% | 0.161% | |
11/18/2024 | Rehmann Capital Advisory Group | 806 | $210K | 0.0% | N/A | 0.004% | |
11/18/2024 | TD Private Client Wealth LLC | 5,855 | $1.52M | 0.0% | -10.0% | 0.029% | |
11/18/2024 | Coldstream Capital Management Inc. | 38,892 | $10.12M | 0.2% | -0.2% | 0.196% | |
|
11/15/2024 | M&T Bank Corp | 32,014 | $8.33M | 0.0% | -0.3% | 0.161% | |
11/15/2024 | Geller Advisors LLC | 4,417 | $1.15M | 0.1% | +16.1% | 0.022% | |
11/15/2024 | MML Investors Services LLC | 58,339 | $15.17M | 0.1% | +13.9% | 0.294% | |
11/15/2024 | EP Wealth Advisors LLC | 4,418 | $1.15M | 0.0% | +271.9% | 0.022% | |
11/15/2024 | Jane Street Group LLC | 1,827 | $475K | 0.0% | -41.6% | 0.009% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 6,691 | $1.74M | 0.0% | N/A | 0.034% | |
11/15/2024 | Stifel Financial Corp | 328,295 | $85.38M | 0.1% | +8.5% | 1.652% | |
11/15/2024 | SageView Advisory Group LLC | 1,362 | $354K | 0.0% | +47.7% | 0.007% | |
11/15/2024 | IHT Wealth Management LLC | 878 | $228K | 0.0% | N/A | 0.004% | |
11/15/2024 | Integrated Wealth Concepts LLC | 6,083 | $1.58M | 0.0% | -34.4% | 0.031% | |
11/15/2024 | HighTower Advisors LLC | 110,210 | $28.66M | 0.0% | +2.1% | 0.555% | |
11/14/2024 | Captrust Financial Advisors | 1,562 | $406K | 0.0% | N/A | 0.008% | |
11/14/2024 | Teachers Insurance & Annuity Association of America | 1,331 | $346K | 0.5% | N/A | 0.007% | |
11/14/2024 | Financial Counselors Inc. | 2,848 | $741K | 0.0% | +3.2% | 0.014% | |
11/13/2024 | FMR LLC | 1,104,921 | $287.36M | 0.0% | +0.2% | 5.561% | |
11/12/2024 | Pitcairn Co. | 43,828 | $11.40M | 0.7% | +3,859.2% | 0.221% | |
11/12/2024 | Cerity Partners LLC | 248,652 | $64.67M | 0.1% | +0.8% | 1.251% | |
11/12/2024 | Alesco Advisors LLC | 18,330 | $4.77M | 0.1% | -5.6% | 0.092% | |
11/12/2024 | Studio Investment Management LLC | 15,618 | $4.06M | 0.9% | -0.8% | 0.079% | |
11/8/2024 | Commerce Bank | 11,929 | $3.10M | 0.0% | +30.1% | 0.060% | |
11/8/2024 | Avior Wealth Management LLC | 350 | $91K | 0.0% | N/A | 0.002% | |
11/8/2024 | Prospera Financial Services Inc | 2,396 | $625K | 0.0% | -41.6% | 0.012% | |
11/7/2024 | Tranquility Partners LLC | 1,134 | $295K | 0.1% | -15.4% | 0.006% | |
11/7/2024 | Pathstone Holdings LLC | 66,756 | $17.36M | 0.1% | -2.9% | 0.336% | |
11/7/2024 | MAI Capital Management | 130,295 | $33.89M | 0.3% | +2.0% | 0.656% | |
11/7/2024 | Thrivent Financial for Lutherans | 1,372 | $357K | 0.0% | -5.8% | 0.007% | |
11/6/2024 | Sawgrass Asset Management LLC | 50,222 | $13.06M | 1.4% | +24.0% | 0.253% | |
11/6/2024 | OneDigital Investment Advisors LLC | 802 | $209K | 0.0% | N/A | 0.004% | |
11/6/2024 | Curi RMB Capital LLC | 1,772 | $461K | 0.0% | +112.7% | 0.009% | |
11/6/2024 | Endowment Wealth Management Inc. | 9,923 | $2.58M | 1.7% | +1.0% | 0.050% | |
11/5/2024 | Vestia Personal Wealth Advisors | 1,086 | $282K | 0.2% | -19.9% | 0.005% | |
11/4/2024 | Venturi Wealth Management LLC | 191 | $50K | 0.0% | N/A | 0.001% | |
11/4/2024 | Mitchell Mcleod Pugh & Williams Inc. | 6,466 | $1.68M | 0.4% | -6.8% | 0.033% | |
11/4/2024 | Sigma Planning Corp | 5,272 | $1.37M | 0.0% | +31.6% | 0.027% | |
What Joe Biden got right (Ad) Anyone with a brain knows Joe Biden failed this country from day one.
But, even I must admit there is one thing the Biden administration did right.
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10/31/2024 | Cozad Asset Management Inc. | 32,936 | $8.57M | 0.8% | -3.7% | 0.166% | |
10/31/2024 | US Financial Advisors LLC | 18,576 | $4.83M | 1.5% | +6.1% | 0.093% | |
10/31/2024 | American Capital Advisory LLC | 1,544 | $402K | 0.2% | -14.1% | 0.008% | |
10/30/2024 | Foster & Motley Inc. | 15,643 | $4.07M | 0.3% | -6.2% | 0.079% | |
10/30/2024 | JFG Wealth Management LLC | 1,107 | $288K | 0.1% | N/A | 0.006% | |
10/30/2024 | Austin Private Wealth LLC | 285,157 | $74.16M | 7.1% | -4.0% | 1.435% | |
10/30/2024 | Landmark Wealth Management LLC | 5,440 | $1.42M | 0.6% | -4.3% | 0.027% | |
10/30/2024 | Red Cedar Investment Management LLC | 678,856 | $176.55M | 22.4% | -0.5% | 3.416% | |
10/29/2024 | Vigilare Wealth Management | 18,379 | $4.78M | 1.9% | -1.4% | 0.092% | |
10/28/2024 | Nadler Financial Group Inc. | 15,285 | $3.98M | 0.4% | +42.5% | 0.077% | |
10/28/2024 | US Bancorp DE | 581 | $151K | 0.0% | -15.4% | 0.003% | |
10/25/2024 | JFS Wealth Advisors LLC | 8,595 | $2.24M | 0.1% | +428.3% | 0.043% | |
10/25/2024 | Strategic Blueprint LLC | 1,400 | $364K | 0.0% | N/A | 0.007% | |
10/25/2024 | Brown Financial Advisory | 12,094 | $3.15M | 2.2% | -3.6% | 0.061% | |
10/24/2024 | Arbor Investment Advisors LLC | 54,951 | $14.29M | 1.9% | -3.9% | 0.277% | |
10/24/2024 | Anson Capital Inc. | 9,708 | $2.53M | 2.3% | -16.4% | 0.049% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 105,859 | $27.53M | 0.1% | -1.6% | 0.533% | |
10/23/2024 | Allworth Financial LP | 18,936 | $4.93M | 0.0% | +4.5% | 0.095% | |
10/23/2024 | Blackston Financial Advisory Group LLC | 9,744 | $2.53M | 1.3% | N/A | 0.049% | |
10/23/2024 | DT Investment Partners LLC | 477 | $124K | 0.0% | N/A | 0.002% | |
10/23/2024 | Spectrum Asset Management Inc. NB CA | 3,373 | $877K | 0.4% | -62.6% | 0.017% | |
10/22/2024 | Litman Gregory Wealth Management LLC | 66,358 | $17.26M | 1.4% | -1.6% | 0.334% | |
10/22/2024 | Private Advisor Group LLC | 1,897 | $493K | 0.0% | -8.6% | 0.010% | |
10/22/2024 | Sequoia Financial Advisors LLC | 4,160 | $1.08M | 0.0% | +2.1% | 0.021% | |
10/19/2024 | OLD National Bancorp IN | 61,791 | $16.07M | 0.4% | +4.3% | 0.311% | |
10/18/2024 | Waypoint Capital Advisors LLC | 12,639 | $3.29M | 0.7% | -10.3% | 0.064% | |
10/18/2024 | Raymond James & Associates | 167,299 | $43.51M | 0.0% | -0.7% | 0.842% | |
10/18/2024 | Stratos Wealth Advisors LLC | 22,496 | $5.85M | 0.3% | +9.9% | 0.113% | |
10/17/2024 | Aaron Wealth Advisors LLC | 28,428 | $7.39M | 0.9% | +0.1% | 0.143% | |
10/16/2024 | Global Retirement Partners LLC | 3,943 | $1.03M | 0.0% | -92.3% | 0.020% | |
10/16/2024 | Halbert Hargrove Global Advisors LLC | 41,633 | $10.83M | 0.6% | -7.0% | 0.210% | |
10/15/2024 | Zhang Financial LLC | 15,037 | $3.91M | 0.2% | -2.8% | 0.076% | |
10/15/2024 | Nova R Wealth Inc. | 17,283 | $4.50M | 2.2% | -0.6% | 0.087% | |
10/11/2024 | Creative Planning | 39,331 | $10.23M | 0.0% | +13.1% | 0.198% | |
10/11/2024 | Stegner Investment Associates Inc. | 62,554 | $16.27M | 11.1% | +2.5% | 0.315% | |
10/11/2024 | ORG Partners LLC | 1,348 | $351K | 0.1% | -84.2% | 0.007% | |
10/11/2024 | Cherrydale Wealth Management LLC | 36,968 | $9.61M | 3.9% | +19.3% | 0.186% | |
10/8/2024 | Royal Fund Management LLC | 12,720 | $3.33M | 0.2% | +93.0% | 0.064% | |
10/8/2024 | Brookstone Capital Management | 64,926 | $16.89M | 0.2% | N/A | 0.327% | |
10/8/2024 | Tlwm | 1,670 | $434K | 0.1% | -13.0% | 0.008% | |
10/8/2024 | Sherrill & Hutchins Financial Advisory Inc | 170,607 | $44.37M | 38.3% | -3.3% | 0.859% | |
10/8/2024 | Heartwood Wealth Advisors LLC | 126,516 | $32.90M | 3.6% | -0.7% | 0.637% | |
10/8/2024 | Mather Group LLC. | 1,239 | $322K | 0.0% | -57.0% | 0.006% | |
10/7/2024 | Schoolcraft Capital LLC | 2,037 | $530K | 0.1% | +12.7% | 0.010% | |
10/7/2024 | McLean Asset Management Corp | 815 | $212K | 0.1% | -15.8% | 0.004% | |
10/5/2024 | Goelzer Investment Management Inc. | 1,286 | $334K | 0.0% | -3.9% | 0.007% | |
10/4/2024 | Thrive Wealth Management LLC | 33,159 | $8.62M | 1.6% | -1.0% | 0.168% | |
10/4/2024 | Peoples Bank KS | 130 | $34K | 0.0% | N/A | 0.001% | |
10/2/2024 | M&R Capital Management Inc. | 280 | $73K | 0.0% | -15.2% | 0.001% | |
9/5/2024 | Sanctuary Advisors LLC | 1,466 | $339K | 0.0% | N/A | 0.007% | |
What Joe Biden got right (Ad) Anyone with a brain knows Joe Biden failed this country from day one.
But, even I must admit there is one thing the Biden administration did right.
I call this tech, “The AI Keystone.”
It’s the number-one way to capitalize on the trillion-dollar artificial intelligence market. check out my new report. |
8/22/2024 | Cetera Investment Advisers | 53,485 | $13.16M | 0.0% | +4.6% | 0.267% | |
8/21/2024 | Truist Financial Corp | 10,792 | $2.66M | 0.0% | +8.6% | 0.054% | |
8/19/2024 | Hershey Financial Advisers LLC | 4,259 | $1.05M | 0.9% | N/A | 0.021% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 23,451 | $5.79M | 0.1% | +131.6% | 0.117% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 34,439 | $8.47M | 0.0% | -7.7% | 0.172% | |
8/16/2024 | Creative Planning | 34,761 | $8.55M | 0.0% | +15.8% | 0.174% | |
8/15/2024 | AQR Capital Management LLC | 4,324 | $1.06M | 0.0% | +341.2% | 0.022% | |
8/14/2024 | Evoke Wealth LLC | 2,080 | $514K | 0.6% | -98.2% | 0.010% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 82,240 | $20.24M | 0.1% | -17.6% | 0.411% | |
8/9/2024 | Renaissance Technologies LLC | 9,500 | $2.34M | 0.0% | +9.2% | 0.047% | |