12/3/2024 | Boulder Wealth Advisors LLC | 365,805 | $14.86M | 8.1% | N/A | 0.198% | |
11/25/2024 | Synovus Financial Corp | 1,197,923 | $48.67M | 0.6% | -1.4% | 0.650% | |
11/25/2024 | World Investment Advisors LLC | 269,843 | $10.96M | 0.3% | +2.1% | 0.146% | |
11/19/2024 | McIlrath & Eck LLC | 601,320 | $24.43M | 3.1% | -8.6% | 0.326% | |
11/18/2024 | Arete Wealth Advisors LLC | 5,647 | $229K | 0.0% | -9.5% | 0.003% | |
11/15/2024 | Goodman Advisory Group LLC | 396,455 | $16.11M | 4.6% | N/A | 0.215% | |
|
11/15/2024 | M&T Bank Corp | 5,245 | $213K | 0.0% | N/A | 0.003% | |
11/15/2024 | Geller Advisors LLC | 509,479 | $20.70M | 1.4% | +0.4% | 0.276% | |
11/15/2024 | MML Investors Services LLC | 209,035 | $8.49M | 0.0% | +0.7% | 0.113% | |
11/15/2024 | Dunhill Financial LLC | 3,222 | $131K | 0.1% | N/A | 0.002% | |
11/15/2024 | Glen Eagle Advisors LLC | 60,903 | $2.48M | 0.4% | -8.4% | 0.033% | |
11/15/2024 | EP Wealth Advisors LLC | 28,695 | $1.17M | 0.0% | +21.2% | 0.016% | |
11/15/2024 | Jane Street Group LLC | 18,222 | $740K | 0.0% | -24.3% | 0.010% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 1,381,704 | $54.34M | 0.3% | +3,587.0% | 0.749% | |
11/15/2024 | Stifel Financial Corp | 38,823 | $1.58M | 0.0% | +11.1% | 0.021% | |
11/15/2024 | SageView Advisory Group LLC | 16,955 | $689K | 0.0% | -27.1% | 0.009% | |
11/15/2024 | Integrated Wealth Concepts LLC | 20,074 | $816K | 0.0% | +13.7% | 0.011% | |
11/15/2024 | HighTower Advisors LLC | 496,699 | $20.18M | 0.0% | +4.9% | 0.269% | |
11/14/2024 | Captrust Financial Advisors | 328,783 | $13.36M | 0.0% | -0.1% | 0.178% | |
11/14/2024 | Rockefeller Capital Management L.P. | 112,967 | $4.57M | 0.0% | -0.8% | 0.061% | |
11/14/2024 | WFA of San Diego LLC | 79,262 | $3.22M | 2.7% | -1.4% | 0.043% | |
11/13/2024 | Glenmede Trust Co. NA | 333,709 | $13.56M | 0.1% | -0.6% | 0.181% | |
11/13/2024 | Cadence Bank | 18,584 | $755K | 0.1% | N/A | 0.010% | |
11/13/2024 | BNP Paribas Financial Markets | 657 | $27K | 0.0% | N/A | 0.000% | |
11/13/2024 | FMR LLC | 128,370 | $5.22M | 0.0% | +6.1% | 0.070% | |
11/13/2024 | D.A. Davidson & CO. | 1,669,374 | $67.83M | 0.6% | +1.3% | 0.905% | |
11/13/2024 | Diversified LLC | 15,387 | $625K | 0.1% | -8.8% | 0.008% | |
11/12/2024 | Larson Financial Group LLC | 112,897 | $4.59M | 0.3% | +465.2% | 0.061% | |
11/12/2024 | Cerity Partners LLC | 171,090 | $6.95M | 0.0% | +5.5% | 0.093% | |
11/12/2024 | M Holdings Securities Inc. | 38,570 | $1.57M | 0.4% | -7.0% | 0.021% | |
11/12/2024 | Great Valley Advisor Group Inc. | 38,726 | $1.57M | 0.0% | +73.0% | 0.021% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 23,644,689 | $960.68M | 0.2% | -0.5% | 12.823% | |
11/9/2024 | LPL Financial LLC | 2,474,028 | $100.52M | 0.0% | +2.0% | 1.342% | |
11/9/2024 | Cypress Capital Group | 11,000 | $447K | 0.1% | N/A | 0.006% | |
11/8/2024 | PNC Financial Services Group Inc. | 5,277,988 | $214.45M | 0.1% | -0.5% | 2.862% | |
11/7/2024 | Pathstone Holdings LLC | 596,538 | $24.24M | 0.1% | -0.2% | 0.324% | |
11/7/2024 | MAI Capital Management | 37,944 | $1.54M | 0.0% | +3.9% | 0.021% | |
11/7/2024 | Obsidian Personal Planning Solutions LLC | 124,247 | $5.00M | 2.4% | +7.2% | 0.067% | |
11/6/2024 | RIA Advisory Group LLC | 12,568 | $511K | 0.2% | N/A | 0.007% | |
11/6/2024 | Natixis Advisors LLC | 15,363 | $624K | 0.0% | -3.0% | 0.008% | |
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11/6/2024 | Vishria Bird Financial Group LLC | 6,934 | $282K | 0.1% | N/A | 0.004% | |
11/6/2024 | Linscomb Wealth Inc. | 2,059,856 | $83.69M | 4.1% | -1.6% | 1.117% | |
11/6/2024 | OneDigital Investment Advisors LLC | 34,447 | $1.40M | 0.0% | +4.4% | 0.019% | |
11/6/2024 | Bouvel Investment Partners LLC | 141,048 | $5.73M | 2.1% | -2.0% | 0.076% | |
11/6/2024 | Main Street Financial Solutions LLC | 18,459 | $750K | 0.1% | -3.7% | 0.010% | |
11/5/2024 | Haverford Trust Co | 49,162 | $2.00M | 0.0% | -16.4% | 0.027% | |
11/5/2024 | Empower Advisory Group LLC | 15,121 | $614K | 0.0% | -2.6% | 0.008% | |
11/5/2024 | Paulson Wealth Management Inc. | 16,185 | $658K | 0.2% | -14.1% | 0.009% | |
11/5/2024 | Aptus Capital Advisors LLC | 9,275 | $377K | 0.0% | +49.5% | 0.005% | |
11/5/2024 | Compass Financial Group Inc. | 302,089 | $12.27M | 5.7% | -0.3% | 0.164% | |
11/5/2024 | WealthPlan Investment Management LLC | 18,815 | $764K | 0.1% | N/A | 0.010% | |
11/5/2024 | Harbour Investments Inc. | 6,335 | $257K | 0.0% | +21.1% | 0.003% | |
11/5/2024 | FDx Advisors Inc. | 75,237 | $3.06M | 0.8% | -4.6% | 0.041% | |
11/2/2024 | Ted Buchan & Co | 348,137 | $14.15M | 6.7% | +0.8% | 0.189% | |
11/1/2024 | Sheets Smith Wealth Management | 63,180 | $2.57M | 0.3% | -1.7% | 0.034% | |
11/1/2024 | Rather & Kittrell Inc. | 37,395 | $1.52M | 0.4% | -0.7% | 0.020% | |
11/1/2024 | Klingman & Associates LLC | 706,293 | $28.70M | 1.8% | -1.6% | 0.383% | |
11/1/2024 | Beckerman Institutional LLC | 10,036 | $408K | 0.3% | N/A | 0.005% | |
11/1/2024 | Burt Wealth Advisors | 31,805 | $1.29M | 0.3% | -2.7% | 0.017% | |
10/31/2024 | Trinity Legacy Partners LLC | 193,473 | $7.97M | 1.8% | +4.3% | 0.105% | |
10/31/2024 | Hara Capital LLC | 6,310 | $256K | 0.2% | -4.5% | 0.003% | |
10/31/2024 | Blake Schutter Theil Wealth Advisors LLC | 23,715 | $964K | 0.7% | N/A | 0.013% | |
10/31/2024 | JNBA Financial Advisors | 286,120 | $11.63M | 1.2% | +0.4% | 0.155% | |
10/30/2024 | Foster & Motley Inc. | 13,320 | $541K | 0.0% | -2.5% | 0.007% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 5,177 | $210K | 0.0% | N/A | 0.003% | |
10/30/2024 | Moloney Securities Asset Management LLC | 5,930 | $241K | 0.0% | -11.6% | 0.003% | |
10/30/2024 | Solitude Financial Services | 16,805 | $683K | 0.3% | -23.0% | 0.009% | |
10/29/2024 | Cedar Point Capital Partners LLC | 5,152 | $209K | 0.1% | N/A | 0.003% | |
10/29/2024 | Janney Montgomery Scott LLC | 98,864 | $4.02M | 0.0% | +9.8% | 0.054% | |
10/29/2024 | Creative Capital Management Investments LLC | 140,348 | $5.70M | 2.4% | -22.3% | 0.076% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 36,538 | $1.49M | 0.1% | -3.1% | 0.020% | |
10/28/2024 | Reston Wealth Management LLC | 2,746 | $112K | 0.0% | N/A | 0.001% | |
10/28/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 10,502 | $427K | 0.0% | N/A | 0.006% | |
10/28/2024 | US Bancorp DE | 51,259 | $2.08M | 0.0% | -9.4% | 0.028% | |
10/28/2024 | Catalyst Financial Partners LLC | 10,690 | $434K | 0.1% | -5.6% | 0.006% | |
10/25/2024 | Financial Advocates Investment Management | 47,749 | $1.94M | 0.1% | -0.9% | 0.026% | |
10/25/2024 | Fiducient Advisors LLC | 5,028 | $204K | 0.0% | N/A | 0.003% | |
10/25/2024 | Edge Financial Advisors LLC | 28,968 | $1.18M | 1.0% | N/A | 0.016% | |
10/25/2024 | Farmers & Merchants Investments Inc. | 24,066 | $978K | 0.0% | +84.6% | 0.013% | |
10/25/2024 | Geometric Wealth Advisors | 5,180 | $210K | 0.0% | N/A | 0.003% | |
10/24/2024 | Arbor Investment Advisors LLC | 2,225,980 | $90.44M | 12.0% | +1.2% | 1.207% | |
10/24/2024 | Barrett & Company Inc. | 3,294 | $134K | 0.1% | +22.3% | 0.002% | |
10/24/2024 | Welch Group LLC | 9,113 | $370K | 0.0% | -23.9% | 0.005% | |
10/24/2024 | Montz Harcus Wealth Management LLC | 268,020 | $10.89M | 6.4% | +2.3% | 0.145% | |
10/24/2024 | OMNI 360 Wealth Inc. | 37,642 | $1.53M | 1.0% | +2.7% | 0.020% | |
10/24/2024 | Essex Financial Services Inc. | 171,699 | $7.04M | 0.3% | +9.4% | 0.093% | |
10/24/2024 | Bristlecone Advisors LLC | 1,110 | $45K | 0.0% | N/A | 0.001% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 2,587,564 | $105.13M | 0.2% | -0.3% | 1.403% | |
10/24/2024 | Arkadios Wealth Advisors | 44,020 | $1.79M | 0.1% | -28.8% | 0.024% | |
10/23/2024 | Osborne Partners Capital Management LLC | 268,506 | $10.91M | 0.6% | -0.9% | 0.146% | |
AI breakthrough about to upend industry (Ad) Everyone is talking about AI right now.
The talk has been endless ever since ChatGPT was released to the market in late 2022. You might think it’s way too late to invest in AI.
But here’s the thing. I urge you to watch it now. |
10/23/2024 | Allworth Financial LP | 349,756 | $14.21M | 0.1% | +7.0% | 0.190% | |
10/23/2024 | Sigma Investment Counselors Inc. | 78,903 | $3.21M | 0.2% | -3.1% | 0.043% | |
10/23/2024 | Pettinga Financial Advisors LLC | 399,688 | $16.24M | 3.8% | -1.7% | 0.217% | |
10/23/2024 | Yoder Wealth Management Inc. | 83,545 | $3.39M | 2.0% | -0.8% | 0.045% | |
10/23/2024 | Grimes & Company Inc. | 828,328 | $33.66M | 0.9% | -0.9% | 0.449% | |
10/23/2024 | CENTRAL TRUST Co | 92,339 | $3.75M | 0.1% | -3.3% | 0.050% | |
10/23/2024 | Global Assets Advisory LLC | 7,650 | $309K | 0.2% | N/A | 0.004% | |
10/23/2024 | Brighton Jones LLC | 23,634 | $960K | 0.0% | +3.0% | 0.013% | |
10/22/2024 | Coston McIsaac & Partners | 1,475 | $59K | 0.0% | +31.1% | 0.001% | |
10/22/2024 | Private Advisor Group LLC | 36,906 | $1.50M | 0.0% | -5.9% | 0.020% | |