3/15/2024 | BlueChip Wealth Advisors LLC | 3,351 | $0.27M | 0.2% | N/A | 0.003% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 2,655 | $0.21M | 0.0% | N/A | 0.003% | |
3/11/2024 | Vanguard Group Inc. | 11,064 | $0.88M | 0.0% | +2.6% | 0.010% | |
3/8/2024 | Trust Co. of Vermont | 16,110 | $1.28M | 0.1% | -5.1% | 0.015% | |
3/6/2024 | SageView Advisory Group LLC | 9,658 | $0.77M | 0.0% | +4.1% | 0.009% | |
3/6/2024 | Alamar Capital Management LLC | 2,534 | $0.20M | 0.2% | N/A | 0.002% | |
|
3/4/2024 | Congress Asset Management Co. MA | 5,942 | $0.47M | 0.0% | -38.7% | 0.006% | |
3/4/2024 | Fortis Group Advisors LLC | 1,000 | $79K | 0.0% | +100.0% | 0.001% | |
3/4/2024 | Northwest Bank & Trust Co | 935 | $74K | 0.1% | N/A | 0.001% | |
3/1/2024 | Creekmur Asset Management LLC | 417 | $33K | 0.0% | N/A | 0.000% | |
3/1/2024 | Transcendent Capital Group LLC | 2,945 | $0.23M | 0.2% | N/A | 0.003% | |
2/28/2024 | EP Wealth Advisors LLC | 56,087 | $4.44M | 0.1% | +1.4% | 0.053% | |
2/27/2024 | ARQ Wealth Advisors LLC | 3,842 | $0.30M | 0.2% | -4.8% | 0.004% | |
2/26/2024 | Centaurus Financial Inc. | 4,612 | $0.37M | 0.0% | N/A | 0.004% | |
2/23/2024 | Chicago Partners Investment Group LLC | 9,418 | $0.74M | 0.0% | +23.1% | 0.009% | |
2/21/2024 | Smith Shellnut Wilson LLC ADV | 35,064 | $2.78M | 1.6% | -2.0% | 0.033% | |
2/21/2024 | Novak & Powell Financial Services Inc. | 18,417 | $1.45M | 1.0% | N/A | 0.017% | |
2/20/2024 | GLOBALT Investments LLC GA | 3,193 | $0.25M | 0.0% | N/A | 0.003% | |
2/20/2024 | Sunpointe LLC | 5,400 | $0.43M | 0.5% | N/A | 0.005% | |
2/20/2024 | Voisard Asset Management Group Inc. | 1,704 | $0.14M | 0.1% | N/A | 0.002% | |
2/16/2024 | SageView Advisory Group LLC | 9,658 | $0.77M | 0.0% | +4.1% | 0.009% | |
2/16/2024 | Trail Ridge Investment Advisors LLC | 32,986 | $2.61M | 1.6% | +0.9% | 0.031% | |
2/16/2024 | Harbour Investments Inc. | 6,049 | $0.48M | 0.0% | +44.5% | 0.006% | |
2/16/2024 | PCA Investment Advisory Services Inc. | 12,286 | $0.97M | 0.6% | -7.3% | 0.012% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 35,185 | $2.79M | 0.0% | -5.4% | 0.033% | |
2/15/2024 | Venture Visionary Partners LLC | 9,557 | $0.76M | 0.0% | +6.6% | 0.009% | |
2/15/2024 | Main Management LLC | 839,244 | $66.49M | 6.5% | +0.5% | 0.793% | |
2/15/2024 | Townsquare Capital LLC | 38,820 | $3.08M | 0.1% | +395.3% | 0.037% | |
2/15/2024 | Blue Edge Capital LLC | 155,544 | $12.32M | 2.3% | +1.3% | 0.147% | |
2/15/2024 | Ruggaard & Associates LLC | 9,828 | $0.78M | 0.4% | -19.9% | 0.009% | |
2/15/2024 | Main Street Group LTD | 1,133 | $90K | 0.0% | N/A | 0.001% | |
2/15/2024 | Moneta Group Investment Advisors LLC | 70,982 | $5.62M | 0.1% | +5.1% | 0.067% | |
2/15/2024 | Mill Creek Capital Advisors LLC | 105,732 | $8.38M | 0.2% | +20.6% | 0.100% | |
2/15/2024 | Modera Wealth Management LLC | 4,551 | $0.36M | 0.0% | -3.7% | 0.004% | |
2/15/2024 | Modern Wealth Management LLC | 403,946 | $32M | 4.3% | N/A | 0.382% | |
2/15/2024 | OLD Mission Capital LLC | 4,260 | $0.34M | 0.0% | N/A | 0.004% | |
2/15/2024 | Bradley Foster & Sargent Inc. CT | 2,640 | $0.21M | 0.0% | -12.6% | 0.002% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 8,016 | $0.64M | 0.0% | -4.9% | 0.008% | |
2/15/2024 | Baird Financial Group Inc. | 192,664 | $15.26M | 0.0% | +4.4% | 0.182% | |
2/15/2024 | Bragg Financial Advisors Inc | 13,885 | $1.10M | 0.1% | +2.8% | 0.013% | |
AI to Meet the Same Fate as EVs? (Ad) When these tech bubbles burst, they invariably leave investors disillusioned by their losses.
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2/15/2024 | Comerica Bank | 212,613 | $16.84M | 0.1% | -2.1% | 0.201% | |
2/14/2024 | Royal Bank of Canada | 553,372 | $43.84M | 0.0% | +2.8% | 0.523% | |
2/14/2024 | Midland Wealth Advisors LLC | 809,228 | $64.11M | 4.4% | N/A | 0.765% | |
2/14/2024 | Pathstone Holdings LLC | 37,653 | $2.98M | 0.0% | N/A | 0.036% | |
2/14/2024 | Pacific Financial Group Inc. | 38,048 | $3.01M | 2.2% | +1.7% | 0.036% | |
2/14/2024 | Kestra Advisory Services LLC | 185,263 | $14.68M | 0.1% | +45.9% | 0.175% | |
2/14/2024 | LM Advisors LLC | 940 | $74K | 0.0% | N/A | 0.001% | |
2/14/2024 | Creative Planning | 179,466 | $14.22M | 0.0% | -0.3% | 0.170% | |
2/14/2024 | BOKF NA | 497,866 | $39.44M | 0.8% | -0.6% | 0.470% | |
2/14/2024 | Broadview Financial Management LLC | 106,971 | $8.47M | 6.5% | -1.4% | 0.101% | |
2/14/2024 | MGO One Seven LLC | 59,412 | $4.71M | 0.3% | N/A | 0.056% | |
2/14/2024 | Cresset Asset Management LLC | 29,313 | $2.32M | 0.0% | -58.3% | 0.028% | |
2/14/2024 | Personal CFO Solutions LLC | 3,275 | $0.26M | 0.0% | N/A | 0.003% | |
2/14/2024 | Watchman Group Inc. | 29,666 | $2.35M | 0.8% | +21.1% | 0.028% | |
2/14/2024 | NCM Capital Management LLC | 4,888 | $0.39M | 0.2% | -3.9% | 0.005% | |
2/13/2024 | Envestnet Asset Management Inc. | 1,583,285 | $125.43M | 0.1% | -0.7% | 1.496% | |
2/13/2024 | Stephens Inc. AR | 15,593 | $1.24M | 0.0% | +6.9% | 0.015% | |
2/13/2024 | Northern Trust Corp | 871,664 | $69.05M | 0.0% | +7.9% | 0.823% | |
2/13/2024 | Cetera Advisor Networks LLC | 252,750 | $20.02M | 0.1% | +21.9% | 0.239% | |
2/13/2024 | Oppenheimer & Co. Inc. | 28,233 | $2.24M | 0.0% | +19.6% | 0.027% | |
2/13/2024 | Tower Research Capital LLC TRC | 322 | $26K | 0.0% | -96.4% | 0.000% | |
2/13/2024 | Lake Street Advisors Group LLC | 2,528 | $0.20M | 0.0% | N/A | 0.002% | |
2/13/2024 | STAR Financial Bank | 20,908 | $1.66M | 1.5% | -9.6% | 0.020% | |
2/13/2024 | First Trust Advisors LP | 20,435 | $1.62M | 0.0% | +2.7% | 0.019% | |
2/13/2024 | Goldman Sachs Group Inc. | 3,420,822 | $271M | 0.0% | +9.7% | 3.232% | |
2/13/2024 | CIBC Private Wealth Group LLC | 23,847 | $1.89M | 0.0% | -1.7% | 0.023% | |
2/13/2024 | Jones Financial Companies Lllp | 140,559 | $11.14M | 0.0% | +5.4% | 0.133% | |
2/13/2024 | Dorsey Wright & Associates | 34,730 | $2.75M | 0.8% | -4.3% | 0.033% | |
2/13/2024 | United Community Bank | 7,330 | $0.58M | 0.2% | -16.7% | 0.007% | |
2/12/2024 | Condor Capital Management | 13,826 | $1.10M | 0.1% | +344.3% | 0.013% | |
2/12/2024 | Burkett Financial Services LLC | 465 | $37K | 0.0% | N/A | 0.000% | |
2/12/2024 | Harvest Investment Services LLC | 11,288 | $0.89M | 0.4% | -54.6% | 0.011% | |
2/12/2024 | Focus Financial Network Inc. ADV | 19,256 | $1.53M | 0.1% | N/A | 0.018% | |
2/12/2024 | Stifel Financial Corp | 243,362 | $19.28M | 0.0% | -15.1% | 0.230% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 273,804 | $21.69M | 0.3% | -0.7% | 0.259% | |
2/12/2024 | Somerset Group LLC | 15,889 | $1.26M | 1.1% | +3.3% | 0.015% | |
2/12/2024 | Mitchell Sinkler & Starr PA | 876 | $69K | 0.0% | N/A | 0.001% | |
2/12/2024 | MMA Asset Management LLC | 4,658 | $0.39M | 0.2% | -38.4% | 0.004% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 9,790 | $0.78M | 0.1% | -37.5% | 0.009% | |
2/9/2024 | Johnson Financial Group Inc. | 565 | $45K | 0.0% | +303.6% | 0.001% | |
2/9/2024 | Advisory Services Network LLC | 28,680 | $2.27M | 0.1% | -3.4% | 0.027% | |
2/9/2024 | HCR Wealth Advisors | 3,991 | $0.32M | 0.0% | N/A | 0.004% | |
2/9/2024 | ProVise Management Group LLC | 34,638 | $2.74M | 0.2% | +3.1% | 0.033% | |
2/9/2024 | SageView Advisory Group LLC | 9,658 | $0.77M | 0.0% | +4.1% | 0.009% | |
2/9/2024 | Commerce Bank | 32,359 | $2.56M | 0.0% | -0.4% | 0.031% | |
2/9/2024 | Mark Sheptoff Financial Planning LLC | 370 | $29K | 0.0% | N/A | 0.000% | |
2/9/2024 | US Bancorp DE | 125,011 | $9.90M | 0.0% | -3.8% | 0.118% | |
2/9/2024 | Balboa Wealth Partners | 13,953 | $1.11M | 0.4% | +95.8% | 0.013% | |
2/9/2024 | Tidemark LLC | 969 | $77K | 0.0% | N/A | 0.001% | |
2/9/2024 | Cassaday & Co Wealth Management LLC | 186,627 | $14.79M | 0.5% | +7.3% | 0.176% | |
AI to Meet the Same Fate as EVs? (Ad) When these tech bubbles burst, they invariably leave investors disillusioned by their losses.
Now, many worry a similar fate is awaiting AI.
And one man, legendary financial analyst Porter Stansberry, who called Nvidia at $11… Simply click here to read Porter’s warning on The Big AI Die-Up now. |
2/9/2024 | Hanlon Investment Management Inc. | 7,325 | $0.58M | 0.2% | -17.4% | 0.007% | |
2/9/2024 | CreativeOne Wealth LLC | 13,659 | $1.08M | 0.1% | -9.9% | 0.013% | |
2/9/2024 | Corient Private Wealth LLC | 115,471 | $9.15M | 0.0% | +124.9% | 0.109% | |
2/9/2024 | D.A. Davidson & CO. | 991,028 | $78.51M | 0.8% | +0.7% | 0.936% | |
2/9/2024 | Wells Fargo & Company MN | 7,798,827 | $617.82M | 0.2% | -2.6% | 7.368% | |
2/9/2024 | Associated Banc Corp | 89,011 | $7.05M | 0.2% | +10.1% | 0.084% | |
2/9/2024 | Thoroughbred Financial Services LLC | 3,960 | $0.31M | 0.0% | -6.5% | 0.004% | |
2/9/2024 | Coldstream Capital Management Inc. | 78,346 | $6.21M | 0.2% | -2.1% | 0.074% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 5,471 | $0.43M | 0.0% | -14.1% | 0.005% | |
2/9/2024 | UBS Group AG | 2,074,931 | $164.38M | 0.0% | +2.4% | 1.960% | |