11/15/2024 | Rivernorth Capital Management LLC | 5,652,747 | $61.28M | 3.1% | -3.2% | 10.349% | |
11/15/2024 | HighTower Advisors LLC | 234,017 | $2.54M | 0.0% | +3.5% | 0.428% | |
11/14/2024 | Rockefeller Capital Management L.P. | 186,376 | $2.02M | 0.0% | +41.3% | 0.341% | |
11/8/2024 | Moors & Cabot Inc. | 13,129 | $142K | 0.0% | +11.2% | 0.024% | |
11/8/2024 | Avior Wealth Management LLC | 28,304 | $307K | 0.0% | +5.8% | 0.052% | |
11/8/2024 | Prospera Financial Services Inc | 139,262 | $1.51M | 0.0% | +2.2% | 0.255% | |
|
11/7/2024 | Pathstone Holdings LLC | 1,922,312 | $20.84M | 0.1% | +3.2% | 3.519% | |
11/7/2024 | Aviance Capital Partners LLC | 21,519 | $233K | 0.0% | +7.2% | 0.039% | |
11/5/2024 | Verus Capital Partners LLC | 48,000 | $520K | 0.0% | N/A | 0.088% | |
11/1/2024 | Carson Advisory Inc. | 40,304 | $437K | 0.3% | +2.5% | 0.074% | |
11/1/2024 | Fiera Capital Corp | 310,781 | $3.37M | 0.0% | -2.9% | 0.569% | |
11/1/2024 | Heritage Wealth Management Inc. | 10,880 | $118K | 0.0% | N/A | 0.020% | |
10/31/2024 | Concurrent Investment Advisors LLC | 18,025 | $195K | 0.0% | -25.0% | 0.033% | |
10/30/2024 | Catalina Capital Group LLC | 14,894 | $161K | 0.1% | N/A | 0.027% | |
10/29/2024 | Van ECK Associates Corp | 401,217 | $4.24M | 0.0% | -2.0% | 0.735% | |
10/28/2024 | US Bancorp DE | 7,455 | $81K | 0.0% | +24.3% | 0.014% | |
10/24/2024 | Ackerman Capital Advisors LLC | 52,541 | $570K | 0.1% | +16.8% | 0.096% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 59,243 | $642K | 0.0% | +40.5% | 0.108% | |
10/24/2024 | PFG Investments LLC | 39,148 | $424K | 0.0% | +244.3% | 0.072% | |
10/22/2024 | International Assets Investment Management LLC | 61,886 | $671K | 0.0% | +984.0% | 0.113% | |
10/22/2024 | Leo Wealth LLC | 208,584 | $2.26M | 0.2% | +10.4% | 0.382% | |
10/18/2024 | Raymond James & Associates | 427,585 | $4.64M | 0.0% | +2.4% | 0.783% | |
10/16/2024 | Indiana Trust & Investment Management Co | 65,509 | $710K | 0.2% | +1.5% | 0.120% | |
10/10/2024 | Silverlake Wealth Management LLC | 11,829 | $128K | 0.0% | N/A | 0.022% | |
10/7/2024 | Melone Private Wealth LLC | 168,742 | $1.83M | 1.0% | +0.6% | 0.309% | |
10/3/2024 | Park Avenue Securities LLC | 122,211 | $1.33M | 0.0% | -2.6% | 0.224% | |
9/5/2024 | Sanctuary Advisors LLC | 27,240 | $270K | 0.0% | N/A | 0.000% | |
8/21/2024 | Truist Financial Corp | 34,193 | $354K | 0.0% | -7.8% | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 76,372 | $795K | 0.0% | +302.9% | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 12,141 | $126K | 0.0% | +964.1% | 0.000% | |
8/15/2024 | Logan Stone Capital LLC | 207,907 | $2.15M | 0.6% | -61.5% | 0.000% | |
8/9/2024 | City of London Investment Management Co. Ltd. | 400,991 | $4.15M | 0.4% | +28.8% | 0.000% | |
8/8/2024 | NINE MASTS CAPITAL Ltd | 73,824 | $764K | 0.2% | -36.9% | 0.000% | |
8/7/2024 | Carson Advisory Inc. | 39,304 | $407K | 0.3% | +8.3% | 0.000% | |
8/7/2024 | Choreo LLC | 41,268 | $423K | 0.0% | N/A | 0.000% | |
8/7/2024 | PFG Investments LLC | 11,370 | $118K | 0.0% | N/A | 0.000% | |
8/6/2024 | Stonebrook Private Inc. | 26,162 | $271K | 0.1% | -60.1% | 0.000% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 12,608 | $130K | 0.0% | +471.0% | 0.000% | |
8/2/2024 | Wolverine Asset Management LLC | 4,476 | $46K | 0.0% | N/A | 0.000% | |
8/1/2024 | Fiera Capital Corp | 320,216 | $3.31M | 0.0% | -32.3% | 0.000% | |
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8/1/2024 | Providence First Trust Co | 25,393 | $263K | 0.1% | +4.1% | 0.000% | |
7/31/2024 | Van ECK Associates Corp | 409,453 | $4.24M | 0.0% | -4.9% | 0.000% | |
7/31/2024 | Concurrent Investment Advisors LLC | 24,025 | $249K | 0.0% | +17.0% | 0.000% | |
7/31/2024 | Rothschild Investment LLC | 77,104 | $798K | 0.1% | N/A | 0.000% | |
7/30/2024 | International Assets Investment Management LLC | 5,709 | $59K | 0.0% | N/A | 0.000% | |
7/26/2024 | Bank of New York Mellon Corp | 185,136 | $1.92M | 0.0% | +2.1% | 0.000% | |
7/26/2024 | Ackerman Capital Advisors LLC | 44,987 | $466K | 0.1% | N/A | 0.000% | |
7/25/2024 | Raymond James Trust N.A. | 28,883 | $299K | 0.0% | -15.7% | 0.000% | |
7/19/2024 | Raymond James & Associates | 417,420 | $4.32M | 0.0% | +12.3% | 0.000% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 42,174 | $437K | 0.0% | -3.6% | 0.000% | |
7/12/2024 | Integrated Capital Management Inc. | 21,011 | $217K | 0.2% | +20.5% | 0.000% | |
7/9/2024 | Park Avenue Securities LLC | 125,435 | $1.30M | 0.0% | +8.9% | 0.000% | |
6/13/2024 | Mosaic Family Wealth Partners LLC | 28,567 | $299K | 0.0% | -48.6% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 18,954 | $198K | 0.0% | -74.3% | 0.000% | |
5/15/2024 | Alpine Global Management LLC | 105,586 | $1.10M | 0.3% | N/A | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 58,635 | $613K | 0.0% | -63.2% | 0.000% | |
5/14/2024 | Robinson Capital Management LLC | 478,181 | $4.78M | 1.7% | +18.0% | 0.000% | |
5/14/2024 | Karpus Management Inc. | 941,405 | $9.84M | 0.3% | -1.9% | 0.000% | |
5/10/2024 | City of London Investment Management Co. Ltd. | 311,239 | $3.25M | 0.3% | +749.8% | 0.000% | |
5/9/2024 | Leo Wealth LLC | 161,361 | $1.68M | 0.2% | +9.6% | 0.000% | |
5/3/2024 | Carson Advisory Inc. | 36,304 | $379K | 0.3% | N/A | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 23,241 | $243K | 0.0% | +32.3% | 0.000% | |
5/1/2024 | Matisse Capital | 29,650 | $310K | 0.1% | -19.6% | 0.000% | |
4/30/2024 | Van ECK Associates Corp | 430,698 | $4.50M | 0.0% | +3.8% | 0.000% | |
4/23/2024 | Summit Trail Advisors LLC | 10,524 | $111K | 0.0% | -15.2% | 0.000% | |
4/18/2024 | Aviance Capital Partners LLC | 17,752 | $186K | 0.0% | -9.2% | 0.000% | |
4/11/2024 | Integrated Capital Management Inc. | 17,430 | $182K | 0.1% | +11.1% | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 115,223 | $1.20M | 0.0% | +11.3% | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 73,619 | $749K | 0.0% | +288.4% | 0.000% | |
3/14/2024 | Leo Wealth LLC | 147,184 | $1.50M | 0.2% | N/A | 0.000% | |
2/14/2024 | Vivaldi Capital Management LP | 139,959 | $1.42M | 0.4% | -59.0% | 0.000% | |
2/13/2024 | Karpus Management Inc. | 959,932 | $9.76M | 0.3% | -10.7% | 0.000% | |
2/13/2024 | 1607 Capital Partners LLC | 1,709,753 | $17.39M | 1.2% | +25.8% | 0.000% | |
2/12/2024 | Weiss Asset Management LP | 10,266 | $104K | 0.0% | N/A | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 77,649 | $790K | 0.0% | +387.0% | 0.000% | |
2/9/2024 | Advisory Services Network LLC | 19,258 | $196K | 0.0% | -57.2% | 0.000% | |
2/8/2024 | Robinson Capital Management LLC | 405,407 | $4.10M | 1.5% | +40.8% | 0.000% | |
2/8/2024 | Matisse Capital | 36,871 | $375K | 0.2% | N/A | 0.000% | |
2/8/2024 | Fiera Capital Corp | 605,830 | $6.16M | 0.0% | N/A | 0.000% | |
2/8/2024 | Rock Point Advisors LLC | 46,700 | $475K | 0.1% | -3.1% | 0.000% | |
2/7/2024 | Providence First Trust Co | 24,393 | $248K | 0.1% | -14.7% | 0.000% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 17,442 | $177K | 0.0% | N/A | 0.000% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 12,500 | $127K | 0.0% | N/A | 0.000% | |
2/6/2024 | Aviance Capital Partners LLC | 19,561 | $199K | 0.0% | N/A | 0.000% | |
2/6/2024 | Summit Trail Advisors LLC | 12,416 | $126K | 0.0% | N/A | 0.000% | |
2/6/2024 | M&T Bank Corp | 14,613 | $149K | 0.0% | -13.6% | 0.000% | |
2/6/2024 | Fortitude Advisory Group L.L.C. | 24,730 | $252K | 0.2% | +9.9% | 0.000% | |
2/5/2024 | Bridgewater Advisors Inc. | 49,677 | $505K | 0.1% | +26.0% | 0.000% | |
2/5/2024 | Van ECK Associates Corp | 414,806 | $4.22M | 0.0% | +43.9% | 0.000% | |
2/5/2024 | Stonebrook Private Inc. | 65,365 | $665K | 0.2% | N/A | 0.000% | |
Trump’s Back, but DC’s Coming for Your Money! (Ad) Trump's back in the White House, ready to hit the gas on America's comeback.
He's taking on the economy with a heavy hand—building up infrastructure, slapping tariffs on imports, and going all-in on U.S. jobs.
But here's the kicker: while Trump's focused on making America stronger, the Washington elite is ready to fight back… Get ahead of the game with 3 proven strategies to protect your retirement from Washington's next mov |
2/2/2024 | Truist Financial Corp | 37,688 | $383K | 0.0% | N/A | 0.000% | |
1/30/2024 | Scissortail Wealth Management LLC | 10,880 | $109K | 0.0% | N/A | 0.000% | |
1/30/2024 | Bison Wealth LLC | 30,095 | $306K | 0.1% | -4.8% | 0.000% | |
1/29/2024 | Altus Wealth Group LLC | 13,461 | $137K | 0.1% | -10.2% | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 58,061 | $5.71M | 0.0% | N/A | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 58,061 | $5.71M | 0.0% | N/A | 0.000% | |
1/23/2024 | Indiana Trust & Investment Management CO | 64,512 | $656K | 0.3% | N/A | 0.000% | |
1/23/2024 | Capstone Capital Wealth Advisors | 35,344 | $359K | 0.4% | N/A | 0.000% | |
1/23/2024 | UMB Bank n.a. | 2,697 | $27K | 0.0% | N/A | 0.000% | |
1/22/2024 | Drive Wealth Management LLC | 12,232 | $124K | 0.0% | N/A | 0.000% | |