12/9/2024 | Forthright Family Wealth Advisory LLC | 12,008 | $368K | 0.2% | -54.5% | 0.006% | |
11/26/2024 | Peapack Gladstone Financial Corp | 34,345 | $1.09M | 0.0% | +5.3% | 0.018% | |
11/25/2024 | Sanctuary Advisors LLC | 104,022 | $3.11M | 0.0% | -49.5% | 0.054% | |
11/21/2024 | Wealthquest Corp | 312,017 | $9.86M | 0.9% | +24.4% | 0.161% | |
11/19/2024 | McIlrath & Eck LLC | 1,383,022 | $43.95M | 5.7% | -5.7% | 0.713% | |
11/19/2024 | Invst LLC | 24,869 | $790K | 0.1% | +67.3% | 0.013% | |
|
11/18/2024 | Rehmann Capital Advisory Group | 52,420 | $1.67M | 0.1% | +2.0% | 0.027% | |
11/15/2024 | Abel Hall LLC | 38,639 | $1.23M | 0.8% | -2.5% | 0.020% | |
11/15/2024 | LRI Investments LLC | 849,950 | $25.25M | 2.2% | +3.9% | 0.438% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 191,043 | $6.07M | 2.0% | +2.8% | 0.098% | |
11/15/2024 | MML Investors Services LLC | 670,191 | $21.30M | 0.1% | +10.7% | 0.345% | |
11/15/2024 | First National Bank of Omaha | 935,738 | $29.74M | 1.9% | +997.0% | 0.482% | |
11/15/2024 | Passive Capital Management LLC. | 14,459 | $460K | 0.2% | +4.9% | 0.007% | |
11/15/2024 | Orion Portfolio Solutions LLC | 104,840 | $3.33M | 0.1% | +7.5% | 0.054% | |
11/15/2024 | EP Wealth Advisors LLC | 2,211,105 | $70.27M | 0.6% | -10.5% | 1.139% | |
11/15/2024 | Jane Street Group LLC | 45,107 | $1.43M | 0.0% | -90.7% | 0.023% | |
11/15/2024 | Stifel Financial Corp | 225,549 | $7.17M | 0.0% | -1.7% | 0.116% | |
11/15/2024 | SYM FINANCIAL Corp | 6,304,666 | $200.36M | 26.8% | +1.1% | 3.248% | |
11/15/2024 | Investmark Advisory Group LLC | 52,821 | $1.68M | 0.8% | -2.0% | 0.027% | |
11/15/2024 | HighTower Advisors LLC | 463,376 | $14.73M | 0.0% | +19.0% | 0.239% | |
11/15/2024 | Ascent Group LLC | 6,358 | $202K | 0.0% | N/A | 0.003% | |
11/15/2024 | Kestra Investment Management LLC | 192,435 | $6.12M | 0.3% | N/A | 0.099% | |
11/14/2024 | Flow Traders U.S. LLC | 300,736 | $9.56M | 0.5% | N/A | 0.155% | |
11/14/2024 | Captrust Financial Advisors | 636,613 | $20.23M | 0.1% | +0.5% | 0.328% | |
11/14/2024 | CreativeOne Wealth LLC | 233,381 | $7.42M | 0.3% | +72.7% | 0.120% | |
11/13/2024 | RS Crum Inc. | 10,103 | $321K | 0.1% | +12.8% | 0.005% | |
11/13/2024 | Townsquare Capital LLC | 152,314 | $4.84M | 0.1% | +565.9% | 0.078% | |
11/13/2024 | D.A. Davidson & CO. | 178,758 | $5.68M | 0.0% | -1.7% | 0.092% | |
11/13/2024 | Bank of Montreal Can | 150,516 | $4.80M | 0.0% | +10.2% | 0.078% | |
11/13/2024 | Acorn Wealth Advisors LLC | 28,334 | $900K | 0.4% | +6.2% | 0.015% | |
11/13/2024 | Private Trust Co. NA | 33,990 | $1.08M | 0.1% | -1.3% | 0.018% | |
11/12/2024 | Wealth Dimensions Group Ltd. | 1,071,601 | $34.06M | 8.6% | +16.9% | 0.552% | |
11/12/2024 | Larson Financial Group LLC | 700,443 | $22.26M | 1.3% | -7.7% | 0.361% | |
11/12/2024 | Wescott Financial Advisory Group LLC | 55,357 | $1.76M | 0.2% | -8.0% | 0.029% | |
11/12/2024 | Cerity Partners LLC | 129,896 | $4.13M | 0.0% | -59.1% | 0.067% | |
11/12/2024 | Keyes Stange & Wooten Wealth Management LLC | 676,218 | $21.49M | 12.8% | +1.8% | 0.348% | |
11/12/2024 | Studio Investment Management LLC | 12,885 | $409K | 0.1% | +61.4% | 0.007% | |
11/12/2024 | CFS Investment Advisory Services LLC | 141,067 | $4.48M | 0.4% | +0.4% | 0.073% | |
11/8/2024 | R. W. Roge & Company Inc. | 40,583 | $1.29M | 0.7% | -7.2% | 0.021% | |
11/8/2024 | Avior Wealth Management LLC | 69,113 | $2.20M | 0.1% | +274.4% | 0.036% | |
We recommended Palantir in 2021, now we’re recommending this... (Ad) My research indicates there is only one investment that can meet AI's unprecedented demand for energy. Click to get the name and ticker symbol |
11/8/2024 | Second Half Financial Partners LLC | 32,221 | $1.02M | 0.5% | N/A | 0.017% | |
11/7/2024 | Tranquility Partners LLC | 28,385 | $902K | 0.3% | +7.8% | 0.015% | |
11/7/2024 | Pathstone Holdings LLC | 527,561 | $16.77M | 0.1% | +13.0% | 0.272% | |
11/7/2024 | Colony Family Offices LLC | 119,271 | $3.79M | 1.2% | +11.2% | 0.061% | |
11/7/2024 | MAI Capital Management | 816,466 | $25.95M | 0.2% | +0.4% | 0.421% | |
11/7/2024 | Essential Planning LLC. | 509,172 | $16.18M | 6.6% | +2.2% | 0.262% | |
11/7/2024 | Thrivent Financial for Lutherans | 291,038 | $9.25M | 0.0% | +2.8% | 0.150% | |
11/7/2024 | Envision Financial Planning LLC | 373,436 | $11.87M | 6.2% | +14.5% | 0.192% | |
11/6/2024 | Adero Partners LLC | 215,993 | $6.86M | 0.5% | -7.2% | 0.111% | |
11/6/2024 | Frazier Financial Advisors LLC | 5,621 | $179K | 0.1% | -14.9% | 0.003% | |
11/6/2024 | Spinnaker Investment Group LLC | 1,313,618 | $41.75M | 10.2% | +5.4% | 0.677% | |
11/6/2024 | Squire Investment Management Company LLC | 19,646 | $624K | 0.3% | N/A | 0.010% | |
11/6/2024 | Vawter Financial Ltd. | 13,362 | $425K | 0.3% | -18.6% | 0.007% | |
11/6/2024 | Spectrum Investment Advisors Inc. | 507,975 | $16.14M | 11.1% | +2.6% | 0.262% | |
11/6/2024 | Oak Harbor Wealth Partners LLC | 133,976 | $4.26M | 1.2% | N/A | 0.069% | |
11/6/2024 | OneDigital Investment Advisors LLC | 2,427,194 | $77.14M | 0.9% | +4.8% | 1.250% | |
11/6/2024 | Diversified Portfolios Inc. | 355,719 | $11.31M | 1.3% | +6.0% | 0.183% | |
11/6/2024 | Cable Hill Partners LLC | 5,435,925 | $172.75M | 17.0% | -0.6% | 2.801% | |
11/6/2024 | Main Street Financial Solutions LLC | 134,431 | $4.27M | 0.4% | +7.6% | 0.069% | |
11/5/2024 | Aptus Capital Advisors LLC | 761,399 | $24.20M | 0.4% | +5.1% | 0.392% | |
11/5/2024 | Apollon Financial LLC | 55,774 | $1.77M | 0.5% | +1.6% | 0.029% | |
11/5/2024 | Harbour Investments Inc. | 25,414 | $808K | 0.0% | +528.0% | 0.013% | |
11/5/2024 | Apollon Wealth Management LLC | 1,025,219 | $32.58M | 0.9% | +6.0% | 0.528% | |
11/5/2024 | Northwest Wealth Management LLC | 184,227 | $5.86M | 1.4% | +22.8% | 0.095% | |
11/5/2024 | Lynx Investment Advisory | 129,016 | $4.10M | 3.0% | +5.9% | 0.066% | |
11/4/2024 | tru Independence LLC | 457,110 | $14.53M | 4.3% | +9.9% | 0.236% | |
11/4/2024 | TRU Independence Asset Management 2 LLC | 53,644 | $1.71M | 1.4% | N/A | 0.028% | |
11/4/2024 | Proffitt & Goodson Inc. | 2,109 | $67K | 0.0% | N/A | 0.001% | |
11/4/2024 | 1900 Wealth Management LLC | 380,581 | $11.50M | 1.0% | +26.5% | 0.196% | |
11/4/2024 | Sanctuary Wealth Management L.L.C. | 84,232 | $2.68M | 1.9% | +26.6% | 0.043% | |
11/4/2024 | G2 Capital Management LLC OH | 32,435 | $1.03M | 0.3% | +9.6% | 0.017% | |
11/4/2024 | Liberty Wealth Management LLC | 285,622 | $9.08M | 1.5% | -49.6% | 0.147% | |
11/4/2024 | FMB Wealth Management | 155,165 | $4.93M | 2.8% | -4.9% | 0.080% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 24,230 | $770K | 0.0% | +8.0% | 0.012% | |
11/1/2024 | Atria Investments Inc | 6,772 | $215K | 0.0% | -91.9% | 0.003% | |
11/1/2024 | Tillman Hartley LLC | 21,743 | $691K | 0.2% | +4.1% | 0.011% | |
11/1/2024 | Cypress Point Wealth Management LLC | 61,613 | $1.96M | 0.8% | +75.9% | 0.032% | |
11/1/2024 | Cowa LLC | 156,283 | $4.97M | 2.4% | -31.1% | 0.081% | |
11/1/2024 | Rather & Kittrell Inc. | 61,703 | $1.96M | 0.5% | -8.3% | 0.032% | |
11/1/2024 | Assetmark Inc. | 20,232 | $643K | 0.0% | -73.6% | 0.010% | |
11/1/2024 | Cahill Wealth Management LLC | 182,617 | $5.80M | 3.0% | +22.4% | 0.094% | |
11/1/2024 | Galvin Gaustad & Stein LLC | 17,241 | $548K | 0.0% | +30.8% | 0.009% | |
11/1/2024 | Lauterbach Financial Advisors LLC | 45,147 | $1.44M | 0.9% | +108.6% | 0.023% | |
11/1/2024 | Beckerman Institutional LLC | 156,138 | $4.96M | 4.2% | N/A | 0.080% | |
11/1/2024 | Capital Performance Advisors LLP | 13,749 | $437K | 0.1% | -26.6% | 0.007% | |
11/1/2024 | Stone Point Wealth LLC | 29,674 | $943K | 0.3% | +8.8% | 0.015% | |
10/31/2024 | Bridgewater Advisors Inc. | 87,977 | $2.69M | 0.3% | +6.6% | 0.045% | |
10/31/2024 | Wealth Architects LLC | 8,944 | $284K | 0.0% | +7.9% | 0.005% | |
10/31/2024 | D.B. Root & Company LLC | 207,269 | $6.59M | 2.2% | +1.3% | 0.107% | |
10/31/2024 | American Capital Advisory LLC | 234,106 | $7.44M | 4.3% | +14.4% | 0.121% | |
We recommended Palantir in 2021, now we’re recommending this... (Ad) My research indicates there is only one investment that can meet AI's unprecedented demand for energy. Click to get the name and ticker symbol |
10/31/2024 | Consilium Wealth Advisory LLC | 492,180 | $15.64M | 8.5% | -5.2% | 0.254% | |
10/30/2024 | Beacon Financial Advisory LLC | 9,901 | $315K | 0.1% | -9.1% | 0.005% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 58,028 | $1.84M | 0.1% | +0.6% | 0.030% | |
10/30/2024 | JFG Wealth Management LLC | 25,547 | $812K | 0.2% | N/A | 0.013% | |
10/30/2024 | Catalyst Private Wealth LLC | 141,773 | $4.51M | 2.2% | +12.8% | 0.073% | |
10/30/2024 | Arista Wealth Management LLC | 982,344 | $31.22M | 7.5% | +4.1% | 0.506% | |
10/30/2024 | United Advisor Group LLC | 116,934 | $3.72M | 0.8% | +7.3% | 0.060% | |
10/29/2024 | Forum Financial Management LP | 37,215 | $1.18M | 0.0% | +1.2% | 0.019% | |
10/29/2024 | Private Wealth Management Group LLC | 64,176 | $2.04M | 0.8% | +142.6% | 0.033% | |
10/29/2024 | Pure Financial Advisors LLC | 2,768,230 | $87.97M | 2.1% | +20.8% | 1.426% | |