| 10/2/2026 | Private Client Services LLC | 3,437 | $1.07M | 0.3% | +7.2% | 0.011% | |
| 10/2/2026 | Versant Capital Management Inc | 881 | $273K | 0.0% | +153.2% | 0.003% | |
| 9/23/2026 | QRG Capital Management Inc. | 15,260 | $5.75M | 0.0% | +61.6% | 0.051% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 1,732 | $652K | 0.0% | +79.9% | 0.006% | |
| 9/9/2026 | Sequoia Financial Advisors LLC | 2,495 | $940K | 0.0% | +40.5% | 0.008% | |
| 9/9/2026 | Van Hulzen Asset Management LLC | 2,954 | $1.11M | 0.1% | -12.0% | 0.010% | |
| 9/9/2026 | WINTON GROUP Ltd | 3,480 | $1.31M | 0.0% | -19.4% | 0.012% | |
| 9/9/2026 | Engineers Gate Manager LP | 4,338 | $1.63M | 0.0% | -63.2% | 0.014% | |
| 9/9/2026 | SVB Wealth LLC | 1,878 | $707K | 0.0% | -17.6% | 0.006% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 2,912 | $1.10M | 0.0% | +82.2% | 0.010% | |
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| 9/9/2026 | NewEdge Advisors LLC | 3,566 | $1.34M | 0.0% | +38.2% | 0.012% | |
| 9/9/2026 | Hedeker Wealth LLC | 19,912 | $7.50M | 1.4% | +0.5% | 0.067% | |
| 9/9/2026 | IFP Advisors Inc | 707 | $266K | 0.0% | +270.2% | 0.002% | |
| 9/9/2026 | Squarepoint Ops LLC | 20,576 | $7.75M | 0.0% | -5.9% | 0.069% | |
| 9/9/2026 | Beacon Investment Advisory Services Inc. | 1,792 | $675K | 0.0% | +13.3% | 0.006% | |
| 9/8/2026 | Allworth Financial LP | 1,848 | $696K | 0.0% | +116.4% | 0.006% | |
| 9/8/2026 | Arizona State Retirement System | 7,947 | $2.99M | 0.0% | -5.7% | 0.027% | |
| 9/8/2026 | West Family Investments Inc. | 1,806 | $680K | 0.2% | N/A | 0.006% | |
| 9/8/2026 | Waverly Advisors LLC | 2,755 | $1.04M | 0.0% | +55.9% | 0.009% | |
| 9/8/2026 | Empirical Finance LLC | 2,048 | $771K | 0.0% | N/A | 0.007% | |
| 9/8/2026 | Nykredit A S | 1,288 | $485K | 0.0% | N/A | 0.004% | |
| 8/27/2026 | Corient Private Wealth LP | 20,170 | $7.60M | 0.0% | +63.7% | 0.067% | |
| 8/26/2026 | Amundi | 6,784 | $2.56M | 0.0% | -50.1% | 0.023% | |
| 8/26/2026 | Brown Financial Advisors | 625 | $235K | 0.1% | N/A | 0.002% | |
| 8/26/2026 | HighTower Advisors LLC | 1,696 | $639K | 0.0% | -17.3% | 0.006% | |
| 8/25/2026 | VIRGINIA RETIREMENT SYSTEMS ET Al | 17,460 | $6.58M | 0.0% | N/A | 0.058% | |
| 8/23/2026 | Guardian Wealth Management Inc. | 11,316 | $4.26M | 2.1% | +4.4% | 0.038% | |
| 8/23/2026 | HB Wealth Management LLC | 5,805 | $2.19M | 0.0% | +25.0% | 0.019% | |
| 8/22/2026 | AlphaGrep UK Ltd | 906 | $341K | 0.1% | N/A | 0.003% | |
| 8/22/2026 | Turner Financial Group Inc. | 692 | $261K | 0.3% | N/A | 0.002% | |
| 8/22/2026 | Syon Capital LLC | 817 | $308K | 0.0% | -33.0% | 0.003% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 1,147 | $432K | 0.0% | +3.8% | 0.004% | |
| 8/21/2026 | iSAM Funds UK Ltd | 640 | $241K | 0.2% | N/A | 0.002% | |
| 8/21/2026 | Nykredit A S | 1,288 | $485K | 0.0% | N/A | 0.004% | |
| 8/21/2026 | B. Metzler seel. Sohn & Co. AG | 14,262 | $5.37M | 0.0% | -21.4% | 0.048% | |
| 8/20/2026 | Proficio Capital Partners LLC | 578 | $218K | 0.0% | N/A | 0.002% | |
| 8/20/2026 | Rehmann Capital Advisory Group | 5,591 | $2.11M | 0.1% | +3.7% | 0.019% | |
| 8/20/2026 | Benjamin Edwards Inc. | 2,915 | $1.10M | 0.0% | +4.4% | 0.010% | |
| 8/20/2026 | GTS Securities LLC | 982 | $370K | 0.0% | N/A | 0.003% | |
| 8/20/2026 | Alyeska Investment Group L.P. | 102,608 | $38.65M | 0.1% | -65.0% | 0.343% | |
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| 8/20/2026 | Wedbush Securities Inc. | 665 | $251K | 0.0% | N/A | 0.002% | |
| 8/19/2026 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 207,903 | $78.31M | 0.0% | -1.7% | 0.694% | |
| 8/19/2026 | Van ECK Associates Corp | 40,362 | $15.20M | 0.0% | +0.4% | 0.135% | |
| 8/19/2026 | Hsbc Holdings PLC | 13,477 | $5.06M | 0.0% | +54.0% | 0.045% | |
| 8/19/2026 | Wellington Management Group LLP | 658,213 | $247.92M | 0.0% | -13.7% | 2.198% | |
| 8/18/2026 | Livforsakringsbolaget Skandia Omsesidigt | 18,800 | $7.08M | 0.2% | N/A | 0.063% | |
| 8/18/2026 | Empowered Funds LLC | 3,582 | $1.35M | 0.0% | N/A | 0.012% | |
| 8/18/2026 | United Capital Financial Advisors LLC | 1,173 | $442K | 0.0% | N/A | 0.004% | |
| 8/18/2026 | Hayek Kallen Investment Management | 903 | $340K | 0.1% | N/A | 0.003% | |
| 8/18/2026 | Equitable Holdings Inc. | 1,214 | $457K | 0.0% | N/A | 0.004% | |
| 8/18/2026 | Public Employees Retirement System of Ohio | 9,326 | $3.51M | 0.0% | N/A | 0.031% | |
| 8/17/2026 | Proficio Capital Partners LLC | 578 | $218K | 0.0% | N/A | 0.002% | |
| 8/17/2026 | Transamerica Financial Advisors LLC | 79 | $30K | 0.0% | N/A | 0.000% | |
| 8/17/2026 | Corient Private Wealth LP | 17,646 | $6.65M | 0.0% | N/A | 0.059% | |
| 8/17/2026 | Bank of America Corp DE | 281,470 | $106.02M | 0.0% | N/A | 0.940% | |
| 8/15/2026 | Caisse de depot et placement du Quebec | 4,442 | $1.67M | 0.0% | N/A | 0.015% | |
| 8/15/2026 | Man Group plc | 47,329 | $17.83M | 0.0% | N/A | 0.158% | |
| 8/15/2026 | Jupiter Topco LLC | 12,369 | $4.66M | 0.0% | N/A | 0.041% | |
| 8/14/2026 | Hsbc Holdings PLC | 13,477 | $5.06M | 0.0% | N/A | 0.045% | |
| 8/14/2026 | Ancora Advisors LLC | 125 | $47K | 0.0% | N/A | 0.000% | |
| 8/14/2026 | Canada Pension Plan Investment Board | 29,260 | $11.02M | 0.0% | N/A | 0.098% | |
| 8/14/2026 | Legal & General Group Plc | 39,591 | $14.91M | 0.0% | N/A | 0.132% | |
| 8/14/2026 | The Manufacturers Life Insurance Company | 21,396 | $8.06M | 0.0% | N/A | 0.071% | |
| 8/14/2026 | Van Hulzen Asset Management LLC | 2,954 | $1.11M | 0.1% | N/A | 0.010% | |
| 8/14/2026 | L2 Asset Management LLC | 1,707 | $643K | 0.1% | N/A | 0.006% | |
| 8/13/2026 | Sanctuary Advisors LLC | 2,047 | $771K | 0.0% | N/A | 0.007% | |
| 8/13/2026 | Connor Clark & Lunn Investment Management Ltd. | 17,544 | $6.61M | 0.0% | N/A | 0.059% | |
| 8/13/2026 | Meiji Yasuda Asset Management Co Ltd. | 703 | $265K | 0.0% | N/A | 0.002% | |
| 8/12/2026 | Elevation Point Wealth Partners LLC | 7,230 | $2.72M | 0.1% | N/A | 0.024% | |
| 8/12/2026 | Commerce Bank | 626 | $236K | 0.0% | N/A | 0.002% | |
| 8/12/2026 | Northwestern Mutual Wealth Management Co. | 442 | $166K | 0.0% | N/A | 0.001% | |
| 8/12/2026 | Quantbot Technologies LP | 4,652 | $1.75M | 0.1% | N/A | 0.016% | |
| 8/12/2026 | Evolve Private Wealth LLC | 11,511 | $4.34M | 0.3% | N/A | 0.038% | |
| 8/12/2026 | Landscape Capital Management L.L.C. | 3,926 | $1.48M | 0.1% | N/A | 0.013% | |
| 8/12/2026 | EP Wealth Advisors LLC | 1,621 | $611K | 0.0% | N/A | 0.005% | |
| 8/12/2026 | Ieq Capital LLC | 30,757 | $11.59M | 0.1% | N/A | 0.103% | |
| 8/11/2026 | Keating Financial Advisory Services Inc. | 112 | $42K | 0.0% | N/A | 0.000% | |
| 8/11/2026 | Allworth Financial LP | 1,848 | $696K | 0.0% | N/A | 0.006% | |
| 8/11/2026 | B. Metzler seel. Sohn & Co. AG | 14,262 | $5.37M | 0.0% | N/A | 0.048% | |
| 8/11/2026 | Advisors Capital Management LLC | 845 | $319K | 0.0% | N/A | 0.003% | |
| 8/11/2026 | Value Holdings Management CO. LLC | 21,000 | $7.91M | 1.3% | N/A | 0.070% | |
| 8/11/2026 | Vise Technologies Inc. | 1,190 | $448K | 0.0% | N/A | 0.004% | |
| 8/10/2026 | West Family Investments Inc. | 1,806 | $680K | 0.2% | N/A | 0.006% | |
| 8/10/2026 | NewEdge Wealth LLC | 8,797 | $3.31M | 0.0% | N/A | 0.029% | |
| 8/10/2026 | Great Lakes Advisors LLC | 1,189 | $448K | 0.0% | N/A | 0.004% | |
| 8/10/2026 | Danske Bank A S | 80 | $30K | 0.0% | N/A | 0.000% | |
| 8/8/2026 | Wealthfront Advisers LLC | 831 | $313K | 0.0% | N/A | 0.003% | |
| 8/8/2026 | Meeder Asset Management Inc. | 850 | $320K | 0.0% | N/A | 0.003% | |
| 8/7/2026 | Citizens Financial Group Inc. RI | 1,710 | $644K | 0.0% | N/A | 0.006% | |
| 8/7/2026 | BlackRock Inc. | 2,978,769 | $1.12B | 0.0% | N/A | 9.949% | |
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Rooted in the laws of physics, this quantitative approach challenges conventional wealth-building wisdom. With 17 years of verified data behind it, Porter calls it unlike anything he has seen in nearly 30 years in the business. Watch the full investigation and decide for yourself |
| 8/7/2026 | Pallas Capital Advisors LLC | 707 | $266K | 0.0% | N/A | 0.002% | |
| 8/7/2026 | Deutsche Bank AG | 87,845 | $33.09M | 0.0% | N/A | 0.293% | |
| 8/7/2026 | Perigon Wealth Management LLC | 809 | $305K | 0.0% | N/A | 0.003% | |
| 8/7/2026 | Mitsubishi UFJ Asset Management Co. Ltd. | 82 | $31K | 0.0% | N/A | 0.000% | |
| 8/7/2026 | Persistent Asset Partners Ltd | 73 | $27K | 0.0% | N/A | 0.000% | |
| 8/7/2026 | OneDigital Investment Advisors LLC | 790 | $298K | 0.0% | N/A | 0.003% | |
| 8/6/2026 | Global Retirement Partners LLC | 313 | $118K | 0.0% | N/A | 0.001% | |
| 8/6/2026 | Bank of New York Mellon Corp | 204,992 | $77.21M | 0.0% | N/A | 0.685% | |
| 8/6/2026 | Focus Partners Advisor Solutions LLC | 3,850 | $1.45M | 0.0% | N/A | 0.013% | |
| 8/6/2026 | ABN AMRO Bank N.V. | 25,807 | $9.74M | 0.1% | N/A | 0.086% | |