4/23/2024 | TrueWealth Advisors LLC | 3,987 | $288K | 0.1% | -4.1% | 0.005% | |
4/23/2024 | Fifth Third Bancorp | 846 | $61K | 0.0% | -64.1% | 0.001% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 75,059 | $5.43M | 0.0% | -1.0% | 0.095% | |
4/23/2024 | Sutton Place Investors LLC | 13,967 | $1.01M | 0.5% | +309.1% | 0.018% | |
4/22/2024 | Nilsine Partners LLC | 8,342 | $603K | 0.1% | N/A | 0.011% | |
4/22/2024 | Greystone Financial Group LLC | 549,845 | $39.77M | 7.9% | +105.1% | 0.693% | |
|
4/22/2024 | Bay Harbor Wealth Management LLC | 95,330 | $6.90M | 2.5% | +10.8% | 0.120% | |
4/22/2024 | Outlook Wealth Advisors LLC | 8,785 | $635K | 0.2% | N/A | 0.011% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 71,613 | $5.18M | 0.3% | +21.4% | 0.090% | |
4/19/2024 | Madrona Financial Services LLC | 89,978 | $6.51M | 2.3% | +39.5% | 0.113% | |
4/19/2024 | Leeward Financial Partners LLC | 62,481 | $4.52M | 1.9% | +8.4% | 0.079% | |
4/19/2024 | Hedeker Wealth LLC | 99,334 | $7.19M | 2.1% | +10.5% | 0.125% | |
4/18/2024 | Main Line Retirement Advisors LLC | 41,560 | $3.01M | 2.4% | +8.7% | 0.052% | |
4/16/2024 | Independence Bank of Kentucky | 20,866 | $1.51M | 0.5% | +139.3% | 0.026% | |
4/16/2024 | LongView Wealth Management | 6,570 | $475K | 0.2% | +10.0% | 0.008% | |
4/16/2024 | Bouvel Investment Partners LLC | 35,910 | $2.60M | 1.1% | -2.8% | 0.045% | |
4/15/2024 | Safir Wealth Advisors LLC | 86,733 | $6.27M | 5.1% | +8.7% | 0.111% | |
4/15/2024 | Visionary Horizons LLC | 78,189 | $5.43M | 4.2% | +7.7% | 0.100% | |
4/15/2024 | Sovereign Financial Group Inc. | 48,130 | $3.48M | 0.9% | +1.2% | 0.062% | |
4/15/2024 | Brookstone Capital Management | 65,278 | $4.72M | 0.1% | -4.7% | 0.083% | |
4/15/2024 | Elevated Capital Advisors LLC | 32,498 | $2.35M | 0.7% | +17.6% | 0.042% | |
4/15/2024 | Flagstar Advisors Inc. | 49,899 | $3.61M | 1.0% | +17.1% | 0.064% | |
4/12/2024 | Capital Advisors Wealth Management LLC | 226,477 | $16.38M | 3.4% | +33.4% | 0.290% | |
4/11/2024 | Security Financial Services INC. | 7,274 | $526K | 0.1% | +2.6% | 0.009% | |
4/11/2024 | Beacon Capital Management Inc. | 518,181 | $36.73M | 1.5% | -46.5% | 0.663% | |
4/11/2024 | City State Bank | 2,470 | $179K | 0.1% | +1,135.0% | 0.003% | |
4/11/2024 | &PARTNERS | 16,807 | $1.22M | 0.2% | N/A | 0.021% | |
4/11/2024 | SignalPoint Asset Management LLC | 22,075 | $1.60M | 0.4% | +3.7% | 0.028% | |
4/11/2024 | Optimum Investment Advisors | 1,629 | $118K | 0.1% | +17.2% | 0.002% | |
4/11/2024 | RFG Advisory LLC | 11,215 | $811K | 0.0% | +78.0% | 0.014% | |
4/11/2024 | PFW Advisors LLC | 93,584 | $6.77M | 2.1% | -2.5% | 0.120% | |
4/10/2024 | Sterling Financial Group Inc. | 240,861 | $17.42M | 8.3% | +82.7% | 0.308% | |
4/10/2024 | Park Avenue Securities LLC | 11,780 | $852K | 0.0% | -2.5% | 0.015% | |
4/10/2024 | Signal Advisors Wealth LLC | 8,944 | $647K | 0.2% | +5.0% | 0.011% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 68,402 | $4.95M | 0.2% | +1.9% | 0.087% | |
4/5/2024 | Carolina Wealth Advisors LLC | 343,035 | $24.81M | 13.5% | +7.3% | 0.439% | |
4/5/2024 | Hilltop Wealth Advisors LLC | 196,218 | $14.19M | 7.3% | +0.7% | 0.251% | |
4/5/2024 | NBC Securities Inc. | 6,815 | $492K | 0.0% | +19.9% | 0.009% | |
3/22/2024 | PNC Financial Services Group Inc. | 611,830 | $45.63M | 0.0% | +34.0% | 0.782% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 94,098 | $7.02M | 0.2% | -12.8% | 0.120% | |
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3/6/2024 | SageView Advisory Group LLC | 2,928 | $214K | 0.0% | N/A | 0.004% | |
3/1/2024 | Transcendent Capital Group LLC | 19,644 | $1.47M | 1.0% | N/A | 0.025% | |
3/1/2024 | Goldman Sachs Group Inc. | 1,004,536 | $74.92M | 0.0% | +1.1% | 1.285% | |
2/28/2024 | EP Wealth Advisors LLC | 1,727 | $129K | 0.0% | N/A | 0.002% | |
2/21/2024 | Raleigh Capital Management Inc. | 2,252 | $168K | 0.1% | -8.3% | 0.003% | |
2/16/2024 | Secured Retirement Advisors LLC | 6,375 | $475K | 0.5% | N/A | 0.008% | |
2/15/2024 | Freedom Investment Management Inc. | 43,038 | $3.21M | 0.3% | -6.2% | 0.055% | |
2/15/2024 | Garden State Investment Advisory Services LLC | 11,932 | $890K | 0.4% | +1.3% | 0.015% | |
2/14/2024 | Greystone Financial Group LLC | 268,102 | $20.00M | 4.6% | N/A | 0.343% | |
2/14/2024 | Bennett Associates Wealth Management | 12,385 | $924K | 0.9% | N/A | 0.016% | |
2/14/2024 | Woodward Diversified Capital LLC | 11,126 | $830K | 0.5% | N/A | 0.014% | |
2/14/2024 | Cabana LLC | 12,071 | $900K | 4.1% | N/A | 0.015% | |
2/14/2024 | AdvisorShares Investments LLC | 9,200 | $686K | 0.2% | N/A | 0.012% | |
2/13/2024 | Morningstar Investment Services LLC | 820,265 | $61.59M | 0.3% | +97.8% | 1.049% | |
2/13/2024 | Envestnet Asset Management Inc. | 10,511,837 | $783.97M | 0.3% | +5.5% | 13.442% | |
2/13/2024 | Karpus Management Inc. | 20,750 | $1.55M | 0.0% | +59.2% | 0.027% | |
2/13/2024 | Cetera Advisor Networks LLC | 150,474 | $11.22M | 0.1% | +34.7% | 0.192% | |
2/13/2024 | Oppenheimer & Co. Inc. | 23,808 | $1.78M | 0.0% | -2.4% | 0.030% | |
2/13/2024 | Prudent Man Advisors LLC | 19,035 | $1.42M | 0.5% | +25.3% | 0.024% | |
2/12/2024 | Scotia Capital Inc. | 12,167 | $907K | 0.0% | -6.2% | 0.016% | |
2/12/2024 | NYL Investors LLC | 128,900 | $9.61M | 0.4% | -58.9% | 0.165% | |
2/12/2024 | Roundview Capital LLC | 14,428 | $1.08M | 0.1% | N/A | 0.018% | |
2/12/2024 | Fischer Investment Strategies LLC | 200,913 | $14.98M | 11.3% | +29.2% | 0.257% | |
2/12/2024 | Focus Financial Network Inc. ADV | 21,016 | $1.57M | 0.1% | N/A | 0.027% | |
2/12/2024 | Stifel Financial Corp | 158,644 | $11.83M | 0.0% | +9.5% | 0.203% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 5,504 | $410K | 0.0% | +742.9% | 0.007% | |
2/12/2024 | Human Investing LLC | 11,490 | $857K | 0.2% | +2.4% | 0.015% | |
2/12/2024 | Parallel Advisors LLC | 400 | $30K | 0.0% | +751.1% | 0.001% | |
2/12/2024 | Cape Investment Advisory Inc. | 1,024 | $76K | 0.0% | +156.6% | 0.001% | |
2/9/2024 | Johnson Financial Group Inc. | 1,904 | $142K | 0.0% | N/A | 0.002% | |
2/9/2024 | H&H Retirement Design & Management INC | 103,982 | $7.46M | 4.7% | N/A | 0.133% | |
2/9/2024 | Advisory Services Network LLC | 5,007 | $373K | 0.0% | -20.0% | 0.006% | |
2/9/2024 | Orion Portfolio Solutions LLC | 155,695 | $11.43M | 0.1% | +16.0% | 0.199% | |
2/9/2024 | TBH Global Asset Management LLC | 4,011 | $299K | 0.1% | -8.1% | 0.005% | |
2/9/2024 | Hohimer Wealth Management LLC | 24,187 | $1.80M | 0.5% | +37.3% | 0.031% | |
2/9/2024 | US Bancorp DE | 297,094 | $22.16M | 0.0% | -4.1% | 0.380% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 628,815 | $46.90M | 0.2% | -5.0% | 0.804% | |
2/9/2024 | InterOcean Capital Group LLC | 34,051 | $2.54M | 0.1% | -57.7% | 0.044% | |
2/9/2024 | EverSource Wealth Advisors LLC | 73,794 | $5.50M | 0.5% | +12.7% | 0.094% | |
2/9/2024 | Hanlon Investment Management Inc. | 23,571 | $1.76M | 0.6% | -2.7% | 0.030% | |
2/9/2024 | Assetmark Inc. | 63,618 | $4.75M | 0.0% | -19.9% | 0.081% | |
2/9/2024 | CreativeOne Wealth LLC | 160,633 | $11.98M | 0.8% | +14.2% | 0.205% | |
2/9/2024 | Trexquant Investment LP | 3,044 | $227K | 0.0% | N/A | 0.004% | |
2/9/2024 | Corient Private Wealth LLC | 6,957 | $519K | 0.0% | -32.1% | 0.009% | |
2/9/2024 | D.A. Davidson & CO. | 19,222 | $1.43M | 0.0% | +22.6% | 0.025% | |
2/9/2024 | Wells Fargo & Company MN | 9,555,712 | $712.67M | 0.2% | -16.5% | 12.220% | |
2/9/2024 | UBS Group AG | 114,571 | $8.55M | 0.0% | -51.6% | 0.147% | |
2/9/2024 | PNC Financial Services Group Inc. | 611,830 | $45.63M | 0.0% | +34.0% | 0.782% | |
2/8/2024 | AMG National Trust Bank | 8,984 | $670K | 0.0% | +30.2% | 0.011% | |
2/8/2024 | Greenup Street Wealth Management LLC | 70,931 | $5.29M | 1.5% | -26.8% | 0.091% | |
top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL) (Ad) AI was by far the biggest tech investing trend right now.
But Ross Givens says the #1 artificial intelligence stock[/lin] is NOT Microsoft, Google, Amazon or Apple.
Nope — his research is pointing to a tiny, under-the-radar stock that’s trading for just a few dollars right now…
And could soon shoot to the moon, handing early investors a windfall. Click here now for the full details of this stock that’s set to rocket in the AI revolution… |
2/8/2024 | SigFig Wealth Management LLC | 69,493 | $5.18M | 0.2% | +3.4% | 0.089% | |
2/8/2024 | American National Bank | 416 | $31K | 0.0% | N/A | 0.001% | |
2/8/2024 | First Heartland Consultants Inc. | 38,614 | $2.88M | 0.3% | +1.6% | 0.049% | |
2/8/2024 | WMG Financial Advisors LLC | 7,800 | $582K | 0.4% | N/A | 0.010% | |
2/8/2024 | Addison Capital Co | 8,579 | $640K | 0.4% | -6.8% | 0.011% | |
2/8/2024 | Beacon Pointe Advisors LLC | 3,052 | $228K | 0.0% | N/A | 0.004% | |
2/8/2024 | Foundations Investment Advisors LLC | 15,154 | $1.13M | 0.0% | +316.4% | 0.019% | |
2/8/2024 | Second Half Financial Partners LLC | 103,636 | $7.73M | 3.8% | -12.7% | 0.133% | |
2/8/2024 | Janney Montgomery Scott LLC | 374,001 | $27.89M | 0.1% | +3.6% | 0.478% | |
2/7/2024 | Avantax Advisory Services Inc. | 84,023 | $6.27M | 0.1% | +185.2% | 0.107% | |