4/26/2024 | SYSTM Wealth Solutions LLC | 8,543 | $165K | 0.0% | -29.7% | 0.001% | |
4/23/2024 | Gradient Investments LLC | 23,682 | $456K | 0.0% | +7.8% | 0.002% | |
4/22/2024 | Raymond James & Associates | 246,977 | $4.76M | 0.0% | +8.9% | 0.018% | |
4/19/2024 | First Trust Direct Indexing L.P. | 17,623 | $340K | 0.0% | -26.5% | 0.001% | |
4/18/2024 | Naviter Wealth LLC | 30,459 | $587K | 0.1% | +51.4% | 0.002% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 3,903 | $75K | 0.0% | N/A | 0.000% | |
|
4/16/2024 | Wealth Enhancement Advisory Services LLC | 51,442 | $991K | 0.0% | +12.3% | 0.004% | |
4/10/2024 | Park Avenue Securities LLC | 13,683 | $264K | 0.0% | +24.6% | 0.001% | |
3/1/2024 | Goldman Sachs Group Inc. | 2,011,551 | $45.16M | 0.0% | +15.8% | 0.146% | |
2/20/2024 | Covenant Partners LLC | 27,498 | $617K | 0.2% | +5.9% | 0.002% | |
2/15/2024 | Cantor Fitzgerald L. P. | 45,057 | $1.01M | 0.2% | N/A | 0.003% | |
2/13/2024 | Crossmark Global Holdings Inc. | 85,984 | $1.93M | 0.0% | +9.1% | 0.006% | |
2/13/2024 | Optiver Holding B.V. | 226,109 | $5.11M | 0.0% | N/A | 0.016% | |
2/13/2024 | CIBC Asset Management Inc | 80,802 | $1.81M | 0.0% | -52.8% | 0.006% | |
2/12/2024 | Madison Asset Management LLC | 117,416 | $2.64M | 0.0% | +9.0% | 0.009% | |
2/12/2024 | StoneX Group Inc. | 12,117 | $272K | 0.0% | N/A | 0.001% | |
2/12/2024 | Catalytic Wealth RIA LLC | 17,976 | $404K | 0.2% | N/A | 0.001% | |
2/12/2024 | Glassman Wealth Services | 1,183 | $27K | 0.0% | +135.7% | 0.000% | |
2/9/2024 | EverSource Wealth Advisors LLC | 5,873 | $132K | 0.0% | +13.6% | 0.000% | |
2/9/2024 | Aigen Investment Management LP | 12,454 | $280K | 0.0% | N/A | 0.001% | |
2/9/2024 | Trexquant Investment LP | 9,482 | $213K | 0.0% | N/A | 0.001% | |
2/9/2024 | PNC Financial Services Group Inc. | 15,453 | $347K | 0.0% | -3.1% | 0.001% | |
2/8/2024 | AMG National Trust Bank | 99,663 | $2.24M | 0.1% | -20.9% | 0.007% | |
2/8/2024 | Beacon Pointe Advisors LLC | 10,031 | $225K | 0.0% | +5.1% | 0.001% | |
2/8/2024 | Quadrant Capital Group LLC | 6,370 | $143K | 0.0% | +93.4% | 0.000% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 23,353 | $524K | 0.0% | +52.6% | 0.002% | |
2/8/2024 | Pinnacle Wealth Planning Services Inc. | 19,984 | $449K | 0.1% | +3.3% | 0.001% | |
2/8/2024 | Advisor OS LLC | 9,370 | $210K | 0.0% | N/A | 0.001% | |
2/7/2024 | Dimensional Fund Advisors LP | 913,220 | $20.50M | 0.0% | +16.4% | 0.066% | |
2/7/2024 | QRG Capital Management Inc. | 18,321 | $411K | 0.0% | -11.1% | 0.001% | |
2/7/2024 | BNP Paribas Financial Markets | 34,123 | $766K | 0.0% | +398.5% | 0.002% | |
2/7/2024 | Principal Securities Inc. | 1,236 | $28K | 0.0% | N/A | 0.000% | |
2/6/2024 | National Bank of Canada FI | 2,101 | $45K | 0.0% | +198.0% | 0.000% | |
2/6/2024 | Natixis Advisors L.P. | 537,636 | $12.07M | 0.0% | +30.5% | 0.039% | |
2/6/2024 | First Trust Direct Indexing L.P. | 23,979 | $538K | 0.0% | -3.8% | 0.002% | |
2/5/2024 | Altrius Capital Management Inc | 278,654 | $6.26M | 1.7% | +3.9% | 0.020% | |
2/5/2024 | Russell Investments Group Ltd. | 1,370 | $31K | 0.0% | +369.2% | 0.000% | |
2/2/2024 | Truist Financial Corp | 41,710 | $936K | 0.0% | +4.8% | 0.003% | |
2/1/2024 | Cetera Trust Company N.A | 4,820 | $108K | 0.1% | N/A | 0.000% | |
2/1/2024 | Signaturefd LLC | 14,926 | $335K | 0.0% | +183.0% | 0.001% | |
READ THIS – If You Missed Out On The AI Boom (Ad) Adam’s research shows a radical new technology is set to grow 10X faster than the internet … and drastically alter manufacturing, healthcare, agriculture … even energy.
Nvidia’s CEO said it will be, “flat out, the biggest [tech] revolution ever.” Click on Adam's shiny forehead for more details. |
1/26/2024 | Cerity Partners LLC | 16,658 | $374K | 0.0% | +25.9% | 0.001% | |
1/25/2024 | HBK Sorce Advisory LLC | 12,246 | $275K | 0.0% | +6.4% | 0.001% | |
1/18/2024 | Gradient Investments LLC | 21,966 | $493K | 0.0% | +81,255.6% | 0.002% | |
1/16/2024 | Raymond James & Associates | 226,691 | $5.09M | 0.0% | -6.2% | 0.016% | |
12/6/2023 | Citigroup Inc. | 11,816 | $259K | 0.0% | -35.6% | 0.001% | |
11/16/2023 | Employees Retirement System of Texas | 5,384 | $118K | 0.0% | N/A | 0.000% | |
11/15/2023 | Ramirez Asset Management Inc. | 216,248 | $4.74M | 1.0% | N/A | 0.016% | |
11/15/2023 | Royal Bank of Canada | 2,104,380 | $46.13M | 0.0% | +2.8% | 0.153% | |
11/14/2023 | Qube Research & Technologies Ltd | 140,250 | $3.07M | 0.0% | +677.7% | 0.010% | |
11/13/2023 | Natixis Advisors L.P. | 412,088 | $9.03M | 0.0% | -14.0% | 0.030% | |
11/13/2023 | Northern Trust Corp | 1,331,838 | $29.19M | 0.0% | +11.2% | 0.097% | |
11/13/2023 | Mariner LLC | 25,608 | $561K | 0.0% | -29.6% | 0.002% | |
11/13/2023 | Acadian Asset Management LLC | 48,753 | $1.07M | 0.0% | N/A | 0.004% | |
11/13/2023 | FMR LLC | 1,857,309 | $40.71M | 0.0% | -6.4% | 0.135% | |
11/13/2023 | Envestnet Asset Management Inc. | 729,427 | $15.99M | 0.0% | +31.5% | 0.053% | |
11/13/2023 | QRG Capital Management Inc. | 20,610 | $452K | 0.0% | N/A | 0.001% | |
11/13/2023 | Causeway Capital Management LLC | 1,328,428 | $29.12M | 0.8% | +42.1% | 0.096% | |
11/13/2023 | PNC Financial Services Group Inc. | 15,952 | $350K | 0.0% | -2.9% | 0.001% | |
11/9/2023 | Wealth Alliance | 17,364 | $381K | 0.1% | -9.0% | 0.001% | |
11/8/2023 | HighTower Advisors LLC | 13,183 | $293K | 0.0% | -31.7% | 0.001% | |
11/8/2023 | Vanguard Personalized Indexing Management LLC | 15,301 | $335K | 0.0% | -4.9% | 0.001% | |
11/8/2023 | AMG National Trust Bank | 125,986 | $2.76M | 0.1% | -0.9% | 0.009% | |
11/8/2023 | Sequoia Financial Advisors LLC | 9,243 | $203K | 0.0% | -14.0% | 0.001% | |
11/8/2023 | Janney Montgomery Scott LLC | 15,890 | $348K | 0.0% | -2.9% | 0.001% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 77,541 | $1.70M | 0.0% | +30.1% | 0.006% | |
11/8/2023 | Oppenheimer Asset Management Inc. | 99,183 | $2.17M | 0.0% | +27.9% | 0.007% | |
11/8/2023 | Pinnacle Wealth Planning Services Inc. | 19,339 | $424K | 0.1% | +10.0% | 0.001% | |
11/7/2023 | Quantbot Technologies LP | 17,695 | $388K | 0.0% | N/A | 0.001% | |
11/7/2023 | Atria Investments Inc | 51,908 | $1.14M | 0.0% | +2.5% | 0.004% | |
11/4/2023 | Signaturefd LLC | 5,274 | $116K | 0.0% | +53.4% | 0.000% | |
11/1/2023 | Orion Portfolio Solutions LLC | 18,205 | $399K | 0.0% | -17.0% | 0.001% | |
11/1/2023 | Legacy Wealth Asset Management LLC | 24,412 | $535K | 0.2% | -13.1% | 0.002% | |
10/31/2023 | Paradigm Asset Management Co. LLC | 4,500 | $99K | 0.0% | -97.0% | 0.000% | |
10/30/2023 | Yousif Capital Management LLC | 22,466 | $492K | 0.0% | -3.3% | 0.002% | |
10/30/2023 | CIBC Asset Management Inc | 171,302 | $3.76M | 0.0% | -24.5% | 0.012% | |
10/30/2023 | Altrius Capital Management Inc | 268,224 | $5.88M | 1.7% | +3.3% | 0.019% | |
10/30/2023 | First Trust Direct Indexing L.P. | 24,934 | $547K | 0.1% | -24.7% | 0.002% | |
10/26/2023 | Park Avenue Securities LLC | 10,653 | $234K | 0.0% | N/A | 0.001% | |
10/26/2023 | Advisor Partners II LLC | 14,355 | $315K | 0.0% | +4.2% | 0.001% | |
10/24/2023 | Bank of New York Mellon Corp | 943,402 | $20.68M | 0.0% | -3.8% | 0.069% | |
10/24/2023 | Raymond James & Associates | 241,610 | $5.30M | 0.0% | +1.4% | 0.018% | |
10/20/2023 | Covenant Partners LLC | 25,973 | $569K | 0.2% | +34.4% | 0.002% | |
10/11/2023 | CWM LLC | 2,830 | $62K | 0.0% | +24.1% | 0.000% | |
9/5/2023 | Covenant Partners LLC | 19,318 | $547K | 0.2% | -37.9% | 0.001% | |
8/14/2023 | Thomas White International Ltd. | 226,395 | $6.41M | 1.3% | -2.8% | 0.016% | |
8/11/2023 | Sei Investments Co. | 262,841 | $7.44M | 0.0% | -0.6% | 0.019% | |
8/11/2023 | Northern Trust Corp | 1,197,491 | $33.91M | 0.0% | -3.0% | 0.087% | |
8/10/2023 | Optiver Holding B.V. | 161,627 | $4.55M | 0.0% | -45.4% | 0.012% | |
8/10/2023 | Bessemer Group Inc. | 2,105 | $60K | 0.0% | N/A | 0.000% | |
8/10/2023 | Quadrant Capital Group LLC | 2,696 | $76K | 0.0% | +49.7% | 0.000% | |
Charles Payne’s Gift to Stock Investors (Ad) Right now, millions of good honest folks are feeling the squeeze.
Last year's terrible market did a number on their accounts.
Stock values plunged.
Retirement accounts lost too. Watch Insider's Advantage Event Tuesday at 4:00 PM ET |
8/10/2023 | US Bancorp DE | 17,189 | $487K | 0.0% | +295.4% | 0.001% | |
8/9/2023 | Highland Capital Management LLC | 24,224 | $686K | 0.0% | +10.6% | 0.002% | |
8/9/2023 | Ellevest Inc. | 10,686 | $303K | 0.0% | -18.0% | 0.001% | |
8/8/2023 | Kestra Private Wealth Services LLC | 7,231 | $205K | 0.0% | N/A | 0.001% | |
8/8/2023 | Sequoia Financial Advisors LLC | 10,750 | $304K | 0.0% | +6.1% | 0.001% | |
8/7/2023 | Pinnacle Wealth Planning Services Inc. | 17,579 | $498K | 0.1% | -8.9% | 0.001% | |
8/7/2023 | Vestmark Advisory Solutions Inc. | 14,464 | $410K | 0.0% | +7.9% | 0.001% | |
8/4/2023 | Parallel Advisors LLC | 1,098 | $31K | 0.0% | +65.6% | 0.000% | |
8/4/2023 | HBK Sorce Advisory LLC | 11,581 | $328K | 0.0% | -54.5% | 0.001% | |
8/4/2023 | Envestnet Asset Management Inc. | 554,589 | $15.71M | 0.0% | -0.9% | 0.040% | |