7/2/2025 | Howard Financial Services LTD. | 1,043 | $221K | 0.0% | N/A | 0.022% | |
7/1/2025 | Stonehearth Capital Management LLC | 15,205 | $3.22M | 1.3% | +17.0% | 0.317% | |
5/29/2025 | Plum Street Advisors LLC | 5,129 | $981K | 0.5% | -2.1% | 0.105% | |
5/20/2025 | Belpointe Asset Management LLC | 1,702 | $325K | 0.0% | +21.4% | 0.035% | |
5/20/2025 | Focus Partners Wealth | 4,879 | $933K | 0.0% | +3.1% | 0.100% | |
5/19/2025 | Jane Street Group LLC | 7,367 | $1.41M | 0.0% | -81.3% | 0.150% | |
5/16/2025 | Goldman Sachs Group Inc. | 12,351 | $2.36M | 0.0% | +17.7% | 0.257% | |
5/16/2025 | Jones Financial Companies Lllp | 4,213 | $805K | 0.0% | +143.4% | 0.086% | |
5/16/2025 | AlTi Global Inc. | 18,984 | $3.63M | 0.1% | -3.2% | 0.387% | |
5/15/2025 | Royal Bank of Canada | 12,177 | $2.33M | 0.0% | +6.8% | 0.249% | |
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5/14/2025 | KilterHowling LLC | 1,278 | $250K | 0.2% | -10.1% | 0.026% | |
5/14/2025 | Ally Invest Advisors Inc. | 3,989 | $763K | 0.1% | +23.3% | 0.081% | |
5/14/2025 | Smartleaf Asset Management LLC | 6,153 | $1.18M | 0.1% | -20.7% | 0.126% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,461 | $470K | 0.0% | -6.9% | 0.050% | |
5/14/2025 | Van Hulzen Asset Management LLC | 9,857 | $1.88M | 0.2% | +13.9% | 0.201% | |
5/14/2025 | Flow Traders U.S. LLC | 25,478 | $4.87M | 0.2% | N/A | 0.520% | |
5/9/2025 | PNC Financial Services Group Inc. | 306 | $59K | 0.0% | -19.5% | 0.006% | |
5/7/2025 | LPL Financial LLC | 14,986 | $2.87M | 0.0% | +1.8% | 0.306% | |
5/6/2025 | Cetera Investment Advisers | 24,741 | $4.73M | 0.0% | +4.8% | 0.505% | |
5/2/2025 | Wealthfront Advisers LLC | 12,887 | $2.46M | 0.0% | +0.6% | 0.263% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 391 | $75K | 0.0% | -15.2% | 0.008% | |
5/1/2025 | Gould Asset Management LLC CA | 9,960 | $1.90M | 0.4% | -0.7% | 0.203% | |
4/30/2025 | Cerity Partners LLC | 1,063 | $203K | 0.0% | N/A | 0.022% | |
4/29/2025 | TD Private Client Wealth LLC | 2,368 | $453K | 0.0% | -7.3% | 0.048% | |
4/29/2025 | Envestnet Asset Management Inc. | 20,213 | $3.86M | 0.0% | -3.2% | 0.413% | |
4/25/2025 | Dougherty Wealth Advisers LLC | 361 | $69K | 0.1% | +157.9% | 0.007% | |
4/24/2025 | Golden State Wealth Management LLC | 1,734 | $332K | 0.0% | -10.7% | 0.035% | |
4/24/2025 | BSW Wealth Partners | 24,877 | $4.76M | 0.7% | +0.3% | 0.508% | |
4/23/2025 | Golden State Wealth Management LLC | 1,808 | $346K | 0.0% | -6.9% | 0.037% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 4,802 | $918K | 0.0% | +17.5% | 0.097% | |
4/21/2025 | Aspiriant LLC | 113,201 | $21.64M | 0.8% | +7.1% | 2.287% | |
4/17/2025 | Ritholtz Wealth Management | 4,589 | $877K | 0.0% | -2.3% | 0.093% | |
4/17/2025 | Dohj LLC | 3,919 | $749K | 0.2% | -11.4% | 0.079% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 459 | $88K | 0.0% | +23.7% | 0.009% | |
4/14/2025 | Farther Finance Advisors LLC | 1,787 | $343K | 0.0% | N/A | 0.036% | |
4/14/2025 | Miracle Mile Advisors LLC | 3,158 | $604K | 0.0% | -11.8% | 0.064% | |
4/10/2025 | Long Run Wealth Advisors LLC | 5,011 | $958K | 0.2% | -5.5% | 0.101% | |
4/9/2025 | Merit Financial Group LLC | 1,369 | $262K | 0.0% | -10.2% | 0.028% | |
4/9/2025 | Gradient Investments LLC | 9,313 | $1.78M | 0.0% | -4.8% | 0.188% | |
4/9/2025 | NBC Securities Inc. | 262 | $50K | 0.0% | N/A | 0.005% | |
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4/9/2025 | Bond & Devick Financial Network Inc. | 5,266 | $1.01M | 0.4% | +5.6% | 0.106% | |
4/1/2025 | Stonehearth Capital Management LLC | 12,993 | $2.48M | 1.0% | -25.7% | 0.262% | |
2/17/2025 | Focus Partners Wealth | 4,732 | $916K | 0.0% | +4.2% | 0.091% | |
2/17/2025 | Cetera Investment Advisers | 23,603 | $4.57M | 0.0% | -8.5% | 0.454% | |
2/17/2025 | Citadel Advisors LLC | 17,191 | $3.33M | 0.0% | +113.5% | 0.331% | |
2/17/2025 | Bank of America Corp DE | 128,416 | $24.86M | 0.0% | -0.7% | 2.470% | |
2/17/2025 | BNP Paribas Financial Markets | 898 | $174K | 0.0% | -8.3% | 0.017% | |
2/17/2025 | Ameriprise Financial Inc. | 24,601 | $4.76M | 0.0% | -12.8% | 0.473% | |
2/17/2025 | AlTi Global Inc. | 19,618 | $3.80M | 0.1% | -5.3% | 0.377% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 10,246 | $1.98M | 0.0% | +5.8% | 0.197% | |
2/14/2025 | Jane Street Group LLC | 39,296 | $7.61M | 0.0% | -43.0% | 0.756% | |
2/14/2025 | Comerica Bank | 844 | $163K | 0.0% | -75.4% | 0.016% | |
2/14/2025 | Coldstream Capital Management Inc. | 18,305 | $3.54M | 0.1% | -0.8% | 0.352% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 1,437 | $278K | 0.0% | -88.2% | 0.028% | |
2/14/2025 | Susquehanna International Group LLP | 30,807 | $5.96M | 0.0% | -14.0% | 0.592% | |
2/13/2025 | Investure LLC | 101,821 | $19.71M | 1.2% | +1.2% | 1.958% | |
2/13/2025 | KilterHowling LLC | 1,422 | $286K | 0.2% | -10.1% | 0.027% | |
2/13/2025 | Kraft Davis & Associates LLC | 1,059 | $212K | 0.1% | N/A | 0.020% | |
2/13/2025 | Raymond James Financial Inc. | 3,817 | $739K | 0.0% | N/A | 0.073% | |
2/13/2025 | Envestnet Asset Management Inc. | 20,890 | $4.04M | 0.0% | +3.2% | 0.402% | |
2/13/2025 | Wells Fargo & Company MN | 2,195 | $425K | 0.0% | +46.5% | 0.042% | |
2/12/2025 | Nottingham Advisors Inc. | 1,202 | $233K | 0.0% | -21.2% | 0.023% | |
2/12/2025 | Allianz SE | 103,015 | $20.03M | 0.5% | N/A | 1.981% | |
2/12/2025 | JPMorgan Chase & Co. | 72,802 | $14.09M | 0.0% | +0.8% | 1.400% | |
2/11/2025 | LPL Financial LLC | 14,718 | $2.85M | 0.0% | +5.0% | 0.283% | |
2/11/2025 | TD Private Client Wealth LLC | 2,554 | $494K | 0.0% | +37.1% | 0.049% | |
2/11/2025 | Whittier Trust Co. of Nevada Inc. | 461 | $89K | 0.0% | +558.6% | 0.009% | |
2/7/2025 | HighTower Advisors LLC | 5,489 | $1.06M | 0.0% | +13.7% | 0.106% | |
2/7/2025 | Wealthfront Advisers LLC | 30,192 | $5.85M | 0.0% | +146.3% | 0.581% | |
2/6/2025 | Raymond James Financial Inc. | 3,817 | $739K | 0.0% | N/A | 0.073% | |
2/6/2025 | Patten Group Inc. | 2,201 | $426K | 0.1% | -11.1% | 0.042% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 5,163 | $1M | 0.0% | -14.4% | 0.099% | |
2/6/2025 | Jones Financial Companies Lllp | 1,731 | $335K | 0.0% | +152.3% | 0.033% | |
2/5/2025 | Smartleaf Asset Management LLC | 7,760 | $1.51M | 0.2% | +26.1% | 0.149% | |
2/4/2025 | Wrapmanager Inc. | 1,214 | $235K | 0.1% | -10.9% | 0.023% | |
2/4/2025 | Wharton Business Group LLC | 1,795 | $347K | 0.0% | -7.9% | 0.035% | |
2/3/2025 | Transcend Capital Advisors LLC | 1,520 | $294K | 0.0% | N/A | 0.029% | |
1/31/2025 | Atria Wealth Solutions Inc. | 1,247 | $241K | 0.0% | -4.8% | 0.024% | |
1/31/2025 | Retirement Income Solutions Inc | 1,199 | $232K | 0.0% | N/A | 0.023% | |
1/28/2025 | Golden State Wealth Management LLC | 1,941 | $376K | 0.1% | N/A | 0.037% | |
1/27/2025 | Long Run Wealth Advisors LLC | 5,300 | $1.03M | 0.2% | -4.0% | 0.102% | |
1/24/2025 | Dohj LLC | 4,421 | $856K | 0.2% | +2.8% | 0.085% | |
1/23/2025 | Equita Financial Network Inc. | 1,189 | $230K | 0.1% | N/A | 0.023% | |
1/22/2025 | BSW Wealth Partners | 24,810 | $4.80M | 0.7% | +6.7% | 0.477% | |
1/21/2025 | Gradient Investments LLC | 9,786 | $1.89M | 0.0% | +2.1% | 0.188% | |
1/17/2025 | Albion Financial Group UT | 7,825 | $1.52M | 0.1% | +0.8% | 0.150% | |
1/16/2025 | Aspiriant LLC | 105,698 | $20.46M | 0.7% | +5.9% | 2.033% | |
1/15/2025 | Merit Financial Group LLC | 1,525 | $295K | 0.0% | -22.4% | 0.029% | |
1/15/2025 | Relyea Zuckerberg Hanson LLC | 1,931 | $374K | 0.1% | +74.3% | 0.037% | |
1/15/2025 | Ritholtz Wealth Management | 4,695 | $909K | 0.0% | -20.7% | 0.090% | |
$100 Trillion “AI Metal” Found in American Ghost Town (Ad) Jeff Brown recently traveled to a ghost town in the middle of an American desert…
To investigate what could be the biggest technology story of this decade.
In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom…
And only one company here in the U.S. can mine this obscure metal. Click here to get the details on this virtual monopoly. |
1/14/2025 | Cardinal Point Capital Management ULC | 6,865 | $1.33M | 0.2% | +3.5% | 0.132% | |
1/13/2025 | Miracle Mile Advisors LLC | 3,581 | $693K | 0.0% | -9.5% | 0.069% | |
1/13/2025 | Westmount Partners LLC | 3,816 | $739K | 0.2% | +3.0% | 0.073% | |
1/7/2025 | Stonehearth Capital Management LLC | 17,494 | $3.39M | 1.4% | -2.3% | 0.336% | |
12/26/2024 | JPMorgan Chase & Co. | 72,218 | $14.16M | 0.0% | +12.9% | 1.389% | |
11/18/2024 | TD Private Client Wealth LLC | 1,863 | $365K | 0.0% | -15.5% | 0.036% | |
11/18/2024 | Coldstream Capital Management Inc. | 18,445 | $3.65M | 0.1% | N/A | 0.355% | |
11/15/2024 | EP Wealth Advisors LLC | 805 | $158K | 0.0% | +22.9% | 0.015% | |
11/15/2024 | Jane Street Group LLC | 68,880 | $13.51M | 0.0% | -3.5% | 1.325% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 12,195 | $2.39M | 0.0% | N/A | 0.235% | |