12/13/2024 | B. Riley Wealth Advisors Inc. | 105,783 | $8.30M | 0.2% | -4.1% | 0.026% | |
12/12/2024 | Brass Tax Wealth Management Inc. | 8,147 | $641K | 0.2% | -6.8% | 0.002% | |
12/10/2024 | DGS Capital Management LLC | 23,306 | $1.83M | 0.5% | +16.6% | 0.006% | |
12/9/2024 | Forthright Family Wealth Advisory LLC | 6,762 | $526K | 0.3% | -35.5% | 0.002% | |
12/2/2024 | Capasso Planning Partners LLC | 3,067 | $241K | 0.1% | N/A | 0.001% | |
12/2/2024 | Beaird Harris Wealth Management LLC | 51,683 | $4.07M | 0.4% | +2.7% | 0.012% | |
|
11/26/2024 | Peapack Gladstone Financial Corp | 932,285 | $73.36M | 1.1% | +5.8% | 0.225% | |
11/25/2024 | Synovus Financial Corp | 55,254 | $4.35M | 0.1% | +90.2% | 0.013% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 3,860 | $304K | 0.0% | N/A | 0.001% | |
11/25/2024 | World Investment Advisors LLC | 186,699 | $14.69M | 0.4% | +4.7% | 0.045% | |
11/25/2024 | Sanctuary Advisors LLC | 105,073 | $8.12M | 0.1% | -16.5% | 0.025% | |
11/21/2024 | Anchor Investment Management LLC | 5,985 | $471K | 0.0% | -28.2% | 0.001% | |
11/21/2024 | Wealthquest Corp | 283,889 | $22.31M | 2.0% | N/A | 0.069% | |
11/19/2024 | McIlrath & Eck LLC | 2,836 | $223K | 0.0% | -36.8% | 0.001% | |
11/19/2024 | Ballentine Capital Advisors Inc | 5,962 | $469K | 0.2% | -2.2% | 0.001% | |
11/19/2024 | Discipline Wealth Solutions LLC | 24,273 | $1.91M | 1.0% | +37.0% | 0.006% | |
11/19/2024 | M&T Bank Corp | 220,365 | $17.34M | 0.1% | -0.7% | 0.053% | |
11/19/2024 | Hohimer Wealth Management LLC | 51,882 | $4.08M | 0.9% | -3.2% | 0.013% | |
11/18/2024 | Soltis Investment Advisors LLC | 14,479 | $1.14M | 0.1% | -35.2% | 0.004% | |
11/18/2024 | TD Private Client Wealth LLC | 235,121 | $18.50M | 0.5% | -4.9% | 0.057% | |
11/18/2024 | Sunbelt Securities Inc. | 8,554 | $673K | 0.1% | +326.6% | 0.002% | |
11/18/2024 | Coldstream Capital Management Inc. | 84,131 | $6.51M | 0.1% | +1,337.4% | 0.020% | |
11/18/2024 | Orion Capital Management LLC | 4,648 | $366K | 0.2% | +48.8% | 0.001% | |
11/15/2024 | M&T Bank Corp | 220,365 | $17.34M | 0.0% | -0.7% | 0.053% | |
11/15/2024 | Guardian Wealth Management Inc. | 1,667 | $131K | 0.1% | -9.3% | 0.000% | |
11/15/2024 | Nabity Jensen Investment Management Inc | 5,240 | $412K | 0.3% | N/A | 0.001% | |
11/15/2024 | Continuum Advisory LLC | 10,961 | $846K | 0.1% | -15.6% | 0.003% | |
11/15/2024 | Drucker Wealth 3.0 LLC | 32,632 | $2.57M | 0.6% | -12.6% | 0.008% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 4,890 | $385K | 0.1% | -10.1% | 0.001% | |
11/15/2024 | MML Investors Services LLC | 791,062 | $62.25M | 0.2% | +4.1% | 0.191% | |
11/15/2024 | First National Bank of Omaha | 12,666 | $997K | 0.1% | +2.2% | 0.003% | |
11/15/2024 | Headinvest LLC | 128,040 | $10.08M | 1.9% | +1.5% | 0.031% | |
11/15/2024 | Dunhill Financial LLC | 1,449 | $114K | 0.1% | N/A | 0.000% | |
11/15/2024 | Orion Portfolio Solutions LLC | 299,321 | $23.55M | 0.5% | -0.4% | 0.072% | |
11/15/2024 | National Bank of Canada FI | 69,967 | $5.51M | 0.0% | -4.4% | 0.017% | |
11/15/2024 | EP Wealth Advisors LLC | 20,553 | $1.62M | 0.0% | +55.0% | 0.005% | |
11/15/2024 | United Services Automobile Association | 257,047 | $20.23M | 0.5% | -29.3% | 0.062% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 92,681 | $7.19M | 0.0% | -37.2% | 0.022% | |
11/15/2024 | Voya Financial Advisors Inc. | 303,095 | $23.89M | 2.6% | +0.9% | 0.073% | |
11/15/2024 | Texas Capital Bank Wealth Management Services Inc | 9,190 | $723K | 0.1% | +5.9% | 0.002% | |
Wall Street Icon: “You must get on the right side of this thing” (Ad) I created one of the first quantitative analysis-based stock picking systems long before "quants" became a thing on Wall Street… leading Forbes to call me "King of the Quants."
I'm writing to you today because my system has recently uncovered a market phenomenon I haven't seen in 30 years. This market shakeup is going to be much more intense. |
11/15/2024 | Stifel Financial Corp | 714,379 | $56.22M | 0.1% | +9.3% | 0.173% | |
11/15/2024 | SageView Advisory Group LLC | 99,688 | $7.84M | 0.4% | -32.4% | 0.024% | |
11/15/2024 | Red Wave Investments LLC | 13,963 | $1.10M | 0.4% | -7.1% | 0.003% | |
11/15/2024 | Mission Creek Capital Partners Inc. | 3,139 | $247K | 0.1% | N/A | 0.001% | |
11/15/2024 | IHT Wealth Management LLC | 176,486 | $13.88M | 0.4% | +105.6% | 0.043% | |
11/15/2024 | Independent Family Office LLC | 14,339 | $1.12M | 0.6% | +26.4% | 0.003% | |
11/15/2024 | Integrated Wealth Concepts LLC | 57,513 | $4.53M | 0.1% | -0.8% | 0.014% | |
11/15/2024 | HighTower Advisors LLC | 560,567 | $44.11M | 0.1% | -1.1% | 0.136% | |
11/15/2024 | Hilltop Holdings Inc. | 14,504 | $1.14M | 0.1% | +196.5% | 0.004% | |
11/15/2024 | Arrowroot Family Office LLC | 30,650 | $2.41M | 1.4% | +14.1% | 0.007% | |
11/15/2024 | Ascent Group LLC | 49,979 | $3.93M | 0.3% | -6.9% | 0.012% | |
11/15/2024 | Beacon Investment Advisory Services Inc. | 8,664 | $682K | 0.0% | -4.4% | 0.002% | |
11/15/2024 | Benjamin Edwards Inc. | 44,573 | $3.51M | 0.1% | +1,817.9% | 0.011% | |
11/15/2024 | Aureus Asset Management LLC | 11,587 | $912K | 0.1% | -2.4% | 0.003% | |
11/14/2024 | Semmax Financial Advisors Inc. | 53,607 | $4.14M | 1.1% | +3.2% | 0.013% | |
11/14/2024 | Valley Financial Group Inc. | 19,110 | $1.50M | 1.1% | -1.7% | 0.005% | |
11/14/2024 | Edgestream Partners L.P. | 11,971 | $942K | 0.0% | +2.3% | 0.003% | |
11/14/2024 | Acropolis Investment Management LLC | 48,058 | $3.78M | 0.2% | -52.4% | 0.012% | |
11/14/2024 | L.M. Kohn & Company | 3,298 | $260K | 0.1% | +4.1% | 0.001% | |
11/14/2024 | Flow Traders U.S. LLC | 4,409 | $347K | 0.0% | N/A | 0.001% | |
11/14/2024 | Arete Wealth Advisors LLC | 7,332 | $577K | 0.0% | -27.8% | 0.002% | |
11/14/2024 | Captrust Financial Advisors | 3,489,698 | $274.60M | 0.8% | +11.9% | 0.844% | |
11/14/2024 | Kingfisher Capital LLC | 7,501 | $590K | 0.1% | +103.5% | 0.002% | |
11/14/2024 | Rockefeller Capital Management L.P. | 36,912 | $2.91M | 0.0% | -23.2% | 0.009% | |
11/14/2024 | MetLife Investment Management LLC | 2,294,000 | $180.52M | 1.0% | -2.9% | 0.555% | |
11/14/2024 | CreativeOne Wealth LLC | 395,917 | $31.16M | 1.1% | +14.0% | 0.096% | |
11/13/2024 | Freedom Investment Management Inc. | 26,104 | $2.05M | 0.2% | -0.6% | 0.006% | |
11/13/2024 | RS Crum Inc. | 909,074 | $71.54M | 16.8% | +24.3% | 0.220% | |
11/13/2024 | Hardy Reed LLC | 15,899 | $1.25M | 0.1% | -2.4% | 0.004% | |
11/13/2024 | Townsquare Capital LLC | 34,774 | $2.74M | 0.0% | -11.4% | 0.008% | |
11/13/2024 | Carlson Capital Management | 2,074,903 | $163.27M | 6.9% | +8.4% | 0.502% | |
11/13/2024 | BNP Paribas Financial Markets | 1,100,236 | $86.58M | 0.1% | +341.0% | 0.266% | |
11/13/2024 | FMR LLC | 10,062 | $792K | 0.0% | +17.5% | 0.002% | |
11/13/2024 | D.A. Davidson & CO. | 830,717 | $65.37M | 0.5% | +1.7% | 0.201% | |
11/13/2024 | Elios Financial Group Inc. | 4,841 | $381K | 0.2% | N/A | 0.001% | |
11/13/2024 | The Manufacturers Life Insurance Company | 189,288 | $14.90M | 0.0% | -39.9% | 0.046% | |
11/13/2024 | Bank of Montreal Can | 227,560 | $17.94M | 0.0% | -6.1% | 0.055% | |
11/13/2024 | Acorn Wealth Advisors LLC | 4,135 | $325K | 0.1% | N/A | 0.001% | |
11/13/2024 | Associated Banc Corp | 289,103 | $22.75M | 0.7% | +5.7% | 0.070% | |
11/13/2024 | Truvestments Capital LLC | 457 | $36K | 0.0% | N/A | 0.000% | |
11/13/2024 | Boston Family Office LLC | 76,443 | $6.02M | 0.4% | -0.6% | 0.018% | |
11/13/2024 | Davis R M Inc. | 5,100 | $401K | 0.0% | -12.8% | 0.001% | |
11/13/2024 | Bank of Hawaii | 63,291 | $4.98M | 0.2% | -4.8% | 0.015% | |
11/13/2024 | Fisher Asset Management LLC | 2,966 | $233K | 0.0% | -24.2% | 0.001% | |
11/13/2024 | Estate Counselors LLC | 19,931 | $1.57M | 0.2% | -34.9% | 0.005% | |
11/12/2024 | Capital Investment Counsel LLC | 6,865 | $540K | 0.1% | -63.4% | 0.002% | |
11/12/2024 | Cahill Financial Advisors Inc. | 211,527 | $16.65M | 2.3% | +4.8% | 0.051% | |
11/12/2024 | Centaurus Financial Inc. | 4,498 | $354K | 0.0% | -35.4% | 0.001% | |
11/12/2024 | Wealth Dimensions Group Ltd. | 232,378 | $18.29M | 4.6% | -0.2% | 0.056% | |
11/12/2024 | Crewe Advisors LLC | 845 | $66K | 0.0% | -58.7% | 0.000% | |
Wall Street Icon: “You must get on the right side of this thing” (Ad) I created one of the first quantitative analysis-based stock picking systems long before "quants" became a thing on Wall Street… leading Forbes to call me "King of the Quants."
I'm writing to you today because my system has recently uncovered a market phenomenon I haven't seen in 30 years. This market shakeup is going to be much more intense. |
11/12/2024 | Larson Financial Group LLC | 17,216 | $1.36M | 0.1% | +2.0% | 0.004% | |
11/12/2024 | Wescott Financial Advisory Group LLC | 52,561 | $4.14M | 0.4% | -9.0% | 0.013% | |
11/12/2024 | Penserra Capital Management LLC | 405,011 | $31.87M | 0.7% | -43.2% | 0.098% | |
11/12/2024 | Truepoint Inc. | 6,013,964 | $473.24M | 12.7% | +2.5% | 1.454% | |
11/12/2024 | Jim Saulnier & Associates LLC | 14,578 | $1.15M | 1.2% | N/A | 0.004% | |
11/12/2024 | Kingsview Wealth Management LLC | 16,413 | $1.29M | 0.0% | +20.6% | 0.004% | |
11/12/2024 | Cerity Partners LLC | 2,039,806 | $160.51M | 0.4% | +37.4% | 0.493% | |
11/12/2024 | Great Valley Advisor Group Inc. | 27,132 | $2.14M | 0.1% | +1.4% | 0.007% | |
11/12/2024 | Nicolet Advisory Services LLC | 3,236 | $254K | 0.0% | -25.0% | 0.001% | |
11/12/2024 | Flagstar Advisors Inc. | 42,797 | $3.37M | 0.9% | -7.5% | 0.010% | |