11/5/2024 | Lynx Investment Advisory | 39,607 | $2.28M | 1.6% | +14.7% | 0.068% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 3,878 | $224K | 0.0% | N/A | 0.007% | |
11/1/2024 | Atria Investments Inc | 14,220 | $820K | 0.0% | +118.5% | 0.025% | |
11/1/2024 | Essex Savings Bank | 4,623 | $267K | 0.1% | N/A | 0.008% | |
11/1/2024 | United Bank | 11,625 | $670K | 0.3% | -2.2% | 0.020% | |
10/31/2024 | Global Strategic Investment Solutions LLC | 34,073 | $1.97M | 0.2% | -4.4% | 0.059% | |
|
10/31/2024 | Principal Financial Group Inc. | 157,622 | $9.09M | 0.0% | +9.5% | 0.272% | |
10/31/2024 | JNBA Financial Advisors | 5,162 | $298K | 0.0% | -19.1% | 0.009% | |
10/30/2024 | Crescent Grove Advisors LLC | 35,199 | $2.03M | 0.2% | +195.7% | 0.061% | |
10/30/2024 | Landmark Wealth Management LLC | 35,358 | $2.04M | 0.9% | +5.1% | 0.061% | |
10/30/2024 | ASB Consultores LLC | 4,033 | $233K | 0.1% | N/A | 0.007% | |
10/30/2024 | Cary Street Partners Asset Management LLC | 4,081 | $235K | 0.0% | N/A | 0.007% | |
10/29/2024 | Conservest Capital Advisors Inc. | 56,978 | $3.30M | 0.3% | +4.9% | 0.098% | |
10/29/2024 | Pure Financial Advisors LLC | 1,637,227 | $94.42M | 2.3% | +6.8% | 2.829% | |
10/28/2024 | Interchange Capital Partners LLC | 8,542 | $493K | 0.2% | +53.6% | 0.015% | |
10/28/2024 | PACK Private Wealth LLC | 133,916 | $7.72M | 4.4% | +5.1% | 0.231% | |
10/25/2024 | Fiducient Advisors LLC | 62,797 | $3.62M | 0.4% | -10.4% | 0.108% | |
10/25/2024 | Valmark Advisers Inc. | 75,532 | $4.36M | 0.1% | -19.3% | 0.130% | |
10/25/2024 | Worth Financial Advisory Group LLC | 6,353 | $366K | 0.2% | -3.5% | 0.011% | |
10/24/2024 | Old Port Advisors | 12,401 | $715K | 0.2% | -3.0% | 0.021% | |
10/24/2024 | Bristlecone Advisors LLC | 2,303 | $133K | 0.0% | -74.5% | 0.004% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 28,683 | $1.65M | 0.0% | -0.7% | 0.050% | |
10/22/2024 | Litman Gregory Wealth Management LLC | 6,766 | $390K | 0.0% | -12.1% | 0.012% | |
10/22/2024 | Sequoia Financial Advisors LLC | 13,221 | $762K | 0.0% | -12.7% | 0.023% | |
10/19/2024 | Longview Financial Advisors Inc. | 95,201 | $5.49M | 4.0% | +1.0% | 0.164% | |
10/18/2024 | Warren Street Wealth Advisors LLC | 140,762 | $8.12M | 3.4% | +7.1% | 0.243% | |
10/18/2024 | Raymond James & Associates | 362,791 | $20.92M | 0.0% | +3.2% | 0.627% | |
10/18/2024 | Blue Trust Inc. | 513 | $29K | 0.0% | +134.2% | 0.001% | |
10/16/2024 | Transform Wealth LLC | 4,098 | $236K | 0.0% | -10.9% | 0.007% | |
10/16/2024 | Longview Financial Advisors Inc. | 93,259 | $5.28M | 4.8% | -1.0% | 0.161% | |
10/11/2024 | Creative Planning | 15,571 | $898K | 0.0% | -8.3% | 0.027% | |
10/10/2024 | Fiduciary Financial Group LLC | 77,875 | $4.44M | 1.0% | +4.3% | 0.135% | |
10/9/2024 | Fermata Advisors LLC | 8,165 | $471K | 0.1% | +50.8% | 0.014% | |
10/9/2024 | Sendero Wealth Management LLC | 694,571 | $40.06M | 6.3% | -3.6% | 1.200% | |
10/9/2024 | Money Design Co. Ltd. | 32,694 | $1.89M | 0.1% | -10.1% | 0.056% | |
10/8/2024 | Versant Capital Management Inc | 123,253 | $7.11M | 1.6% | +0.4% | 0.213% | |
10/8/2024 | Mather Group LLC. | 5,708 | $329K | 0.0% | -46.7% | 0.010% | |
10/7/2024 | Alpha Financial Partners LLC | 4,717 | $272K | 0.2% | N/A | 0.008% | |
10/5/2024 | Corrigan Financial Inc. | 15,686 | $905K | 0.2% | -43.8% | 0.027% | |
10/3/2024 | Park Avenue Securities LLC | 4,188 | $242K | 0.0% | -46.2% | 0.007% | |
This company will win the AI race (Ad) Rome wasn’t built in a day…
But there is another lesser-known type of keystone, one that plays an equally critical role in supporting the most revolutionary technology the world’s ever seen… artificial intelligence.
And without it, the entire AI industry would collapse. You must read this new presentation from Porter Stansberry. |
10/2/2024 | Boltwood Capital Management | 54,036 | $3.12M | 0.9% | +15.2% | 0.093% | |
9/5/2024 | Sanctuary Advisors LLC | 17,266 | $1.01M | 0.0% | N/A | 0.030% | |
8/22/2024 | Cetera Investment Advisers | 58,023 | $3.24M | 0.0% | -16.9% | 0.100% | |
8/19/2024 | Kimelman & Baird LLC | 14,500 | $810K | 0.1% | N/A | 0.025% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 31,042 | $1.73M | 0.0% | +4.7% | 0.054% | |
8/16/2024 | Duff & Phelps Investment Management Co. | 33,050 | $1.85M | 0.0% | -4.3% | 0.057% | |
8/15/2024 | Beaird Harris Wealth Management LLC | 900 | $50K | 0.0% | N/A | 0.002% | |
8/15/2024 | The Manufacturers Life Insurance Company | 54,041 | $3.02M | 0.0% | +405.3% | 0.093% | |
8/14/2024 | Bank of Montreal Can | 397,851 | $22.31M | 0.0% | -28.4% | 0.687% | |
8/14/2024 | 1832 Asset Management L.P. | 951,553 | $53.14M | 0.0% | -3.2% | 1.644% | |
8/12/2024 | Carolinas Wealth Consulting LLC | 1,847 | $103K | 0.0% | +20.0% | 0.003% | |
8/12/2024 | Blair William & Co. IL | 7,627 | $426K | 0.0% | +8.9% | 0.013% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 40,681 | $2.27M | 0.0% | -2.2% | 0.070% | |
8/10/2024 | Firestone Capital Management | 22,413 | $1.25M | 0.3% | -4.1% | 0.039% | |
8/9/2024 | Renaissance Technologies LLC | 9,300 | $519K | 0.0% | -71.5% | 0.016% | |
8/8/2024 | Envestnet Asset Management Inc. | 298,455 | $16.67M | 0.0% | -36.7% | 0.516% | |
8/8/2024 | WESCAP Management Group Inc. | 15,597 | $871K | 0.2% | -40.3% | 0.027% | |
8/8/2024 | Perritt Capital Management Inc | 20,880 | $1.17M | 0.6% | +7.1% | 0.036% | |
8/7/2024 | Sachetta LLC | 132,114 | $7.39M | 3.1% | +732.8% | 0.228% | |
8/7/2024 | Choreo LLC | 17,969 | $1.00M | 0.0% | +60.6% | 0.031% | |
8/7/2024 | Cahill Financial Advisors Inc. | 59,041 | $3.30M | 0.5% | -8.8% | 0.102% | |
8/6/2024 | Fiducient Advisors LLC | 70,065 | $3.91M | 0.5% | -6.1% | 0.121% | |
8/6/2024 | Cullen Frost Bankers Inc. | 2,200 | $123K | 0.0% | N/A | 0.004% | |
8/3/2024 | National Bank of Canada FI | 9,361 | $523K | 0.0% | -10.5% | 0.016% | |
8/2/2024 | PACK Private Wealth LLC | 127,384 | $7.11M | 4.4% | +2.5% | 0.220% | |
8/1/2024 | Valmark Advisers Inc. | 93,542 | $5.22M | 0.1% | -0.9% | 0.162% | |
8/1/2024 | Summit Financial LLC | 67,536 | $3.77M | 0.2% | -0.9% | 0.117% | |
8/1/2024 | Palisades Hudson Asset Management L.P. | 59,112 | $3.30M | 1.5% | +1.5% | 0.102% | |
8/1/2024 | Cadence Wealth Management LLC | 15,310 | $855K | 0.6% | N/A | 0.026% | |
7/31/2024 | Ingalls & Snyder LLC | 18,955 | $1.06M | 0.0% | +5.7% | 0.033% | |
7/31/2024 | Commonwealth Equity Services LLC | 45,131 | $2.52M | 0.0% | +17.2% | 0.078% | |
7/29/2024 | Principal Financial Group Inc. | 143,997 | $8.04M | 0.0% | -50.1% | 0.249% | |
7/29/2024 | Financial Advocates Investment Management | 3,650 | $204K | 0.0% | -27.2% | 0.006% | |
7/26/2024 | Bank of New York Mellon Corp | 407,699 | $22.77M | 0.0% | -1.0% | 0.704% | |
7/26/2024 | Bristlecone Advisors LLC | 9,016 | $504K | 0.0% | -38.6% | 0.016% | |
7/25/2024 | AMG National Trust Bank | 268,922 | $15.02M | 0.4% | +41.9% | 0.465% | |
7/25/2024 | Kanawha Capital Management LLC | 19,960 | $1.12M | 0.1% | -4.5% | 0.034% | |
7/23/2024 | SOL Capital Management CO | 50,179 | $2.80M | 0.3% | -3.2% | 0.087% | |
7/23/2024 | United Bank | 11,885 | $664K | 0.3% | -5.7% | 0.021% | |
7/23/2024 | Dupree Financial Group LLC | 9,730 | $543K | 0.2% | +5.3% | 0.017% | |
7/23/2024 | Fifth Third Wealth Advisors LLC | 13,370 | $747K | 0.1% | +126.6% | 0.023% | |
7/23/2024 | Crescent Grove Advisors LLC | 11,903 | $665K | 0.1% | +189.9% | 0.021% | |
7/22/2024 | Dakota Wealth Management | 5,903 | $330K | 0.0% | -8.7% | 0.010% | |
7/19/2024 | Raymond James & Associates | 351,600 | $19.64M | 0.0% | -2.2% | 0.607% | |
7/19/2024 | Hedeker Wealth LLC | 12,406 | $693K | 0.2% | -4.1% | 0.021% | |
7/18/2024 | Old Port Advisors | 12,784 | $714K | 0.2% | -2.8% | 0.022% | |
7/18/2024 | Pure Financial Advisors LLC | 1,532,704 | $85.60M | 2.4% | +5.8% | 2.648% | |
7/18/2024 | Prairiewood Capital LLC | 174,596 | $9.75M | 4.6% | -1.7% | 0.302% | |
7/18/2024 | Fiduciary Financial Group LLC | 74,680 | $4.28M | 1.0% | N/A | 0.129% | |
7/17/2024 | CGC Financial Services LLC | 6,583 | $368K | 0.2% | +5.5% | 0.011% | |
This company will win the AI race (Ad) Rome wasn’t built in a day…
But there is another lesser-known type of keystone, one that plays an equally critical role in supporting the most revolutionary technology the world’s ever seen… artificial intelligence.
And without it, the entire AI industry would collapse. You must read this new presentation from Porter Stansberry. |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 28,892 | $1.61M | 0.0% | -15.4% | 0.050% | |
7/15/2024 | Transform Wealth LLC | 4,598 | $257K | 0.0% | -8.0% | 0.008% | |
7/15/2024 | Patriot Investment Management Group Inc. | 6,400 | $357K | 0.0% | -11.4% | 0.011% | |
7/12/2024 | Sendero Wealth Management LLC | 720,517 | $40.24M | 6.8% | +1.8% | 1.245% | |
7/10/2024 | Sterling Investment Advisors LLC ADV | 102,021 | $5.70M | 3.5% | -0.2% | 0.176% | |
7/10/2024 | Simplicity Wealth LLC | 24,495 | $1.37M | 0.0% | +6.2% | 0.042% | |
7/9/2024 | Lynx Investment Advisory | 34,534 | $1.93M | 1.4% | N/A | 0.060% | |
7/9/2024 | Mather Group LLC. | 10,709 | $620K | 0.0% | +87.6% | 0.019% | |
7/8/2024 | Boltwood Capital Management | 46,917 | $2.62M | 0.8% | +17.2% | 0.081% | |
7/8/2024 | Versant Capital Management Inc | 122,754 | $6.86M | 1.7% | +28.3% | 0.212% | |