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Investment Insights Dakota | September 21, 2023

August 2023 Public Plan Commitment Summary

In the month of August, Dakota tracked a total of approximately $12.5 billion across 144...

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RIA Insights Morgan Holycross, Marketing Manager | September 14, 2023

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RIA Insights John Washington, Data Research Analyst | September 13, 2023

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As August wrapped up, RIA activity and independent activity remained strong. During this month,...

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RIA Insights Morgan Holycross, Marketing Manager | September 7, 2023

Top 10 RIA Firms in the New York City Metro Area

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RIA Insights Morgan Holycross, Marketing Manager | August 31, 2023

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RIA Insights John Washington, Data Research Analyst | August 23, 2023

July 2023 Financial Advisor and RIA Moves and Acquisitions

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Investment Insights Dakota | August 8, 2023

July 2023 Public Plan Commitment Summary

In the month of July, Dakota tracked a total of approximately $9.6 billion across 100 investments....

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