11/22/2024 | Stock Yards Bank & Trust Co. | 10,524 | $2.50M | 0.1% | -4.7% | 0.004% | |
11/21/2024 | Anchor Investment Management LLC | 7,136 | $1.69M | 0.2% | -0.6% | 0.003% | |
11/21/2024 | Wealthquest Corp | 142,870 | $33.55M | 3.0% | +6.1% | 0.058% | |
11/20/2024 | SOA Wealth Advisors LLC. | 12,447 | $2.95M | 0.6% | -3.8% | 0.005% | |
11/20/2024 | Westside Investment Management Inc. | 9,627 | $2.26M | 0.5% | +0.5% | 0.004% | |
11/19/2024 | McIlrath & Eck LLC | 53,788 | $12.76M | 1.6% | +16.8% | 0.022% | |
|
11/19/2024 | Discipline Wealth Solutions LLC | 4,057 | $962K | 0.5% | +25.6% | 0.002% | |
11/19/2024 | Hohimer Wealth Management LLC | 7,364 | $1.75M | 0.4% | +1.6% | 0.003% | |
11/18/2024 | TD Private Client Wealth LLC | 37,667 | $8.94M | 0.3% | +16.7% | 0.015% | |
11/18/2024 | Wilson & Boucher Capital Management LLC | 20,637 | $4.90M | 3.4% | +5.6% | 0.008% | |
11/18/2024 | Coldstream Capital Management Inc. | 74,637 | $17.71M | 0.4% | -1.7% | 0.030% | |
11/18/2024 | Mittelman Wealth Management | 16,454 | $3.90M | 2.2% | +598.1% | 0.007% | |
11/18/2024 | JDM Financial Group LLC | 42,528 | $10.09M | 5.5% | +10.9% | 0.017% | |
11/15/2024 | MidWestOne Financial Group Inc. | 7,858 | $1.86M | 0.3% | -4.7% | 0.003% | |
11/15/2024 | Valued Retirements Inc. | 1,096 | $260K | 0.4% | N/A | 0.000% | |
11/15/2024 | 3Chopt Investment Partners LLC | 91,242 | $21.71M | 7.8% | -5.1% | 0.037% | |
11/15/2024 | Frisch Financial Group Inc. | 846 | $201K | 0.1% | N/A | 0.000% | |
11/15/2024 | M&T Bank Corp | 283,105 | $67.16M | 0.2% | -12.1% | 0.114% | |
11/15/2024 | Nabity Jensen Investment Management Inc | 5,266 | $1.25M | 1.0% | N/A | 0.002% | |
11/15/2024 | Continuum Advisory LLC | 22,008 | $5.48M | 0.7% | +2.4% | 0.009% | |
11/15/2024 | Drucker Wealth 3.0 LLC | 31,339 | $7.43M | 1.8% | +31.3% | 0.013% | |
11/15/2024 | Nomura Asset Management Co. Ltd. | 700 | $166K | 0.0% | N/A | 0.000% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 14,763 | $3.50M | 1.2% | +0.6% | 0.006% | |
11/15/2024 | MML Investors Services LLC | 391,747 | $92.93M | 0.3% | +3.8% | 0.158% | |
11/15/2024 | Headinvest LLC | 24,988 | $5.93M | 1.1% | +10.8% | 0.010% | |
11/15/2024 | Northeast Financial Consultants Inc | 2,873 | $682K | 0.0% | +98.5% | 0.001% | |
11/15/2024 | Dunhill Financial LLC | 32,417 | $7.69M | 3.9% | +41.3% | 0.013% | |
11/15/2024 | MCIA Inc | 97,264 | $24.63M | 5.4% | -3.0% | 0.039% | |
11/15/2024 | Orion Portfolio Solutions LLC | 86,731 | $20.57M | 0.5% | -2.6% | 0.035% | |
11/15/2024 | National Bank of Canada FI | 3,773 | $895K | 0.0% | +9.7% | 0.002% | |
11/15/2024 | EP Wealth Advisors LLC | 98,994 | $23.48M | 0.2% | +2.7% | 0.040% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 47,463 | $11.26M | 0.1% | +42.3% | 0.019% | |
11/15/2024 | WESCAP Management Group Inc. | 35,762 | $8.48M | 2.1% | +2.4% | 0.014% | |
11/15/2024 | Texas Capital Bank Wealth Management Services Inc | 2,428 | $576K | 0.1% | -30.2% | 0.001% | |
11/15/2024 | State Street Corp | 526,898 | $125.36M | 0.0% | -4.1% | 0.213% | |
11/15/2024 | Stifel Financial Corp | 1,048,538 | $248.73M | 0.3% | +2.3% | 0.423% | |
11/15/2024 | SageView Advisory Group LLC | 19,806 | $4.70M | 0.2% | -15.7% | 0.008% | |
11/15/2024 | Quantinno Capital Management LP | 4,479 | $1.06M | 0.0% | +52.9% | 0.002% | |
11/15/2024 | Red Wave Investments LLC | 47,101 | $11.17M | 3.9% | -3.0% | 0.019% | |
11/15/2024 | Mission Creek Capital Partners Inc. | 2,861 | $679K | 0.2% | +19.0% | 0.001% | |
9 hidden AI stocks set to thrive in Trump’s new era (Ad) AI ETFs are Booming, But These 9 AI Stocks are Better Plays
By 2030, the AI industry is projected to be worth trillions of dollars (here’s how to tap into this new wealth) Get the Name of These AI Picks Now |
11/15/2024 | Motley Fool Wealth Management LLC | 6,731 | $1.60M | 0.1% | -0.9% | 0.003% | |
11/15/2024 | IHT Wealth Management LLC | 17,372 | $4.12M | 0.1% | +83.2% | 0.007% | |
11/15/2024 | Integrated Wealth Concepts LLC | 123,579 | $29.31M | 0.4% | +6.4% | 0.050% | |
11/15/2024 | Janus Henderson Group PLC | 357,074 | $84.70M | 0.0% | +4.0% | 0.144% | |
11/15/2024 | Harmony Asset Management LLC | 1,937 | $459K | 0.2% | +19.2% | 0.001% | |
11/15/2024 | HighTower Advisors LLC | 741,408 | $175.85M | 0.3% | -1.0% | 0.299% | |
11/15/2024 | Hilltop Holdings Inc. | 4,427 | $1.05M | 0.1% | +86.6% | 0.002% | |
11/15/2024 | Chevy Chase Trust Holdings LLC | 3,760 | $892K | 0.0% | +173.5% | 0.002% | |
11/15/2024 | Arrowroot Family Office LLC | 8,224 | $1.95M | 1.1% | -2.6% | 0.003% | |
11/15/2024 | Ascent Group LLC | 13,402 | $3.18M | 0.2% | -4.5% | 0.005% | |
11/15/2024 | Beacon Investment Advisory Services Inc. | 1,733 | $411K | 0.0% | +16.2% | 0.001% | |
11/15/2024 | Benjamin Edwards Inc. | 48,124 | $11.42M | 0.2% | N/A | 0.019% | |
11/15/2024 | Aureus Asset Management LLC | 1,100 | $261K | 0.0% | -26.1% | 0.000% | |
11/15/2024 | FSA Wealth Management LLC | 288 | $68K | 0.0% | N/A | 0.000% | |
11/15/2024 | B&L Asset Management LLC | 1,890 | $448K | 0.3% | N/A | 0.001% | |
11/14/2024 | Semmax Financial Advisors Inc. | 16,192 | $4.10M | 1.1% | +4.2% | 0.007% | |
11/14/2024 | Kitching Partners LLC | 1,617 | $384K | 0.5% | N/A | 0.001% | |
11/14/2024 | Kiely Wealth Advisory Group Inc. | 1,280 | $325K | 0.2% | N/A | 0.001% | |
11/14/2024 | Acropolis Investment Management LLC | 60,079 | $14.25M | 0.8% | -0.9% | 0.024% | |
11/14/2024 | L.M. Kohn & Company | 1,224 | $290K | 0.1% | +18.5% | 0.000% | |
11/14/2024 | Arete Wealth Advisors LLC | 1,233 | $292K | 0.0% | -12.2% | 0.000% | |
11/14/2024 | Verition Fund Management LLC | 1,728 | $410K | 0.0% | N/A | 0.001% | |
11/14/2024 | Captrust Financial Advisors | 1,942,941 | $460.89M | 1.4% | +3.7% | 0.784% | |
11/14/2024 | Rockefeller Capital Management L.P. | 164,830 | $39.10M | 0.1% | +10.4% | 0.067% | |
11/14/2024 | CWS Financial Advisors LLC | 13,828 | $3.28M | 1.2% | +6.2% | 0.006% | |
11/14/2024 | Carl P. Sherr & Co. LLC | 6,986 | $1.66M | 0.9% | +16.3% | 0.003% | |
11/14/2024 | Teachers Insurance & Annuity Association of America | 811 | $192K | 0.3% | N/A | 0.000% | |
11/14/2024 | Pin Oak Investment Advisors Inc. | 160 | $37K | 0.0% | N/A | 0.000% | |
11/14/2024 | Financial Counselors Inc. | 28,643 | $6.79M | 0.1% | +3.9% | 0.012% | |
11/14/2024 | Noesis Capital Mangement Corp | 1,803 | $428K | 0.1% | N/A | 0.001% | |
11/14/2024 | Wit LLC | 929 | $220K | 6.0% | +342.4% | 0.000% | |
11/14/2024 | Fiduciary Trust Co | 31,069 | $7.37M | 0.1% | +157.9% | 0.013% | |
11/14/2024 | National Wealth Management Group LLC | 847 | $201K | 0.1% | N/A | 0.000% | |
11/14/2024 | CreativeOne Wealth LLC | 100,275 | $23.79M | 0.8% | +15.2% | 0.040% | |
11/13/2024 | Glenmede Trust Co. NA | 945,594 | $224.30M | 1.1% | -0.2% | 0.382% | |
11/13/2024 | Cynosure Group LLC | 12,110 | $2.87M | 0.4% | +51.6% | 0.005% | |
11/13/2024 | Townsquare Capital LLC | 38,047 | $9.03M | 0.1% | +27.4% | 0.015% | |
11/13/2024 | Cadence Bank | 69,625 | $16.52M | 1.1% | +1.8% | 0.028% | |
11/13/2024 | Carlson Capital Management | 3,720 | $882K | 0.0% | -1.6% | 0.002% | |
11/13/2024 | BNP Paribas Financial Markets | 138,368 | $32.82M | 0.0% | -5.8% | 0.056% | |
11/13/2024 | Goodman Financial Corp | 850 | $202K | 0.0% | N/A | 0.000% | |
11/13/2024 | FMR LLC | 798,434 | $189.40M | 0.0% | -0.4% | 0.322% | |
11/13/2024 | D.A. Davidson & CO. | 94,269 | $22.36M | 0.2% | -0.1% | 0.038% | |
11/13/2024 | Elios Financial Group Inc. | 2,178 | $517K | 0.2% | N/A | 0.001% | |
11/13/2024 | The Manufacturers Life Insurance Company | 125,707 | $29.82M | 0.0% | -8.4% | 0.051% | |
11/13/2024 | Bank of Montreal Can | 642,905 | $152.42M | 0.1% | +2.5% | 0.260% | |
11/13/2024 | Capital Square LLC | 958 | $227K | 0.1% | N/A | 0.000% | |
11/13/2024 | Acorn Wealth Advisors LLC | 13,214 | $3.13M | 1.3% | +0.6% | 0.005% | |
11/13/2024 | Wiser Advisor Group LLC | 9,530 | $2.26M | 3.4% | -4.4% | 0.004% | |
11/13/2024 | Associated Banc Corp | 67,121 | $15.92M | 0.5% | +8.5% | 0.027% | |
9 hidden AI stocks set to thrive in Trump’s new era (Ad) AI ETFs are Booming, But These 9 AI Stocks are Better Plays
By 2030, the AI industry is projected to be worth trillions of dollars (here’s how to tap into this new wealth) Get the Name of These AI Picks Now |
11/13/2024 | Private Trust Co. NA | 3,672 | $871K | 0.1% | -2.7% | 0.001% | |
11/13/2024 | Truvestments Capital LLC | 288 | $68K | 0.0% | N/A | 0.000% | |
11/13/2024 | Brown Brothers Harriman & Co. | 2,776 | $658K | 0.0% | -5.9% | 0.001% | |
11/13/2024 | Loomis Sayles & Co. L P | 154 | $37K | 0.0% | +305.3% | 0.000% | |
11/13/2024 | Davis R M Inc. | 491,341 | $116.55M | 2.3% | +6.4% | 0.198% | |
11/13/2024 | Bank of Hawaii | 119,196 | $28.27M | 1.2% | +1.0% | 0.048% | |
11/13/2024 | Fisher Asset Management LLC | 1,434 | $340K | 0.0% | -71.7% | 0.001% | |
11/12/2024 | Pekin Hardy Strauss Inc. | 932 | $221K | 0.0% | N/A | 0.000% | |
11/12/2024 | Von Berge Wealth Management Group LLC | 46,491 | $11.66M | 6.0% | -4.9% | 0.019% | |
11/12/2024 | Summit Trail Advisors LLC | 7,091 | $1.69M | 0.0% | +0.8% | 0.003% | |