11/15/2024 | Continuum Advisory LLC | 18,033 | $917K | 0.1% | -8.8% | 0.012% | |
11/15/2024 | Public Employees Retirement System of Ohio | 37,200 | $1.94M | 0.0% | N/A | 0.024% | |
11/15/2024 | Nomura Asset Management Co. Ltd. | 39,800 | $2.08M | 0.0% | +10.6% | 0.026% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 1,429 | $74K | 0.0% | N/A | 0.001% | |
11/15/2024 | MML Investors Services LLC | 94,430 | $4.92M | 0.0% | +3.9% | 0.061% | |
11/15/2024 | Orion Portfolio Solutions LLC | 293,073 | $15.28M | 0.3% | -8.0% | 0.189% | |
|
11/15/2024 | National Bank of Canada FI | 132,239 | $6.89M | 0.0% | +8,398.7% | 0.085% | |
11/15/2024 | EP Wealth Advisors LLC | 4,245 | $221K | 0.0% | N/A | 0.003% | |
11/15/2024 | Jane Street Group LLC | 70,388 | $3.67M | 0.0% | -60.4% | 0.045% | |
11/15/2024 | Stansberry Asset Management LLC | 34,429 | $1.80M | 0.2% | +17.4% | 0.022% | |
11/15/2024 | State Street Corp | 3,226,956 | $168.22M | 0.0% | +43.2% | 2.079% | |
11/15/2024 | Stifel Financial Corp | 2,141,060 | $111.61M | 0.1% | +2.2% | 1.379% | |
11/15/2024 | Swmg LLC | 19,058 | $972K | 0.4% | -20.3% | 0.012% | |
11/15/2024 | Quadrature Capital Ltd | 1,624,903 | $84.71M | 1.9% | N/A | 1.047% | |
11/15/2024 | IHT Wealth Management LLC | 18,505 | $965K | 0.0% | +25.3% | 0.012% | |
11/15/2024 | HighTower Advisors LLC | 934,077 | $48.71M | 0.1% | -4.6% | 0.602% | |
11/15/2024 | Hollow Brook Wealth Management LLC | 1,162,135 | $60.58M | 18.0% | +0.6% | 0.749% | |
11/15/2024 | Benjamin Edwards Inc. | 1,432,715 | $74.69M | 1.1% | +1,805.0% | 0.923% | |
11/14/2024 | Timber Creek Capital Management LLC | 221,394 | $11.54M | 3.2% | -0.8% | 0.143% | |
11/14/2024 | Encompass More Asset Management | 149,513 | $7.79M | 3.0% | +75.8% | 0.096% | |
11/14/2024 | Flow Traders U.S. LLC | 52,361 | $2.73M | 0.1% | N/A | 0.034% | |
11/14/2024 | Captrust Financial Advisors | 7,362 | $384K | 0.0% | N/A | 0.005% | |
11/14/2024 | Rockefeller Capital Management L.P. | 338,741 | $17.65M | 0.0% | +65.0% | 0.218% | |
11/14/2024 | Noesis Capital Mangement Corp | 4,044 | $211K | 0.0% | N/A | 0.003% | |
11/14/2024 | Fiduciary Trust Co | 4,078 | $213K | 0.0% | N/A | 0.003% | |
11/14/2024 | WFA of San Diego LLC | 36,501 | $1.90M | 1.6% | -1.4% | 0.024% | |
11/14/2024 | CreativeOne Wealth LLC | 53,166 | $2.77M | 0.1% | +183.6% | 0.034% | |
11/13/2024 | Townsquare Capital LLC | 679,830 | $35.44M | 0.4% | +12.0% | 0.438% | |
11/13/2024 | Transamerica Financial Advisors Inc. | 86,303 | $4.50M | 0.4% | N/A | 0.056% | |
11/13/2024 | FMR LLC | 7,425 | $387K | 0.0% | +50.2% | 0.005% | |
11/13/2024 | The Manufacturers Life Insurance Company | 688,018 | $35.87M | 0.0% | +0.1% | 0.443% | |
11/13/2024 | Acorn Wealth Advisors LLC | 16,810 | $876K | 0.4% | -14.4% | 0.011% | |
11/13/2024 | Independent Advisor Alliance | 9,931 | $518K | 0.0% | +2.5% | 0.006% | |
11/12/2024 | Managed Asset Portfolios LLC | 113,457 | $5.92M | 0.8% | +0.5% | 0.073% | |
11/12/2024 | One Charles Private Wealth Services LLC | 22,832 | $1.19M | 0.5% | -46.3% | 0.015% | |
11/12/2024 | Kingsview Wealth Management LLC | 14,509 | $756K | 0.0% | -3.3% | 0.009% | |
11/12/2024 | Cerity Partners LLC | 823,185 | $42.91M | 0.1% | +50.8% | 0.530% | |
11/12/2024 | Great Valley Advisor Group Inc. | 874,146 | $45.57M | 1.1% | -2.9% | 0.563% | |
11/12/2024 | Nwam LLC | 10,558 | $550K | 0.0% | N/A | 0.007% | |
11/12/2024 | Accretive Wealth Partners LLC | 108,452 | $5.65M | 2.4% | -0.9% | 0.070% | |
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11/12/2024 | Citigroup Inc. | 1,889,967 | $98.52M | 0.1% | +5,727,072.7% | 1.217% | |
11/9/2024 | LPL Financial LLC | 1,774,767 | $92.52M | 0.0% | +15.5% | 1.143% | |
11/8/2024 | First Horizon Advisors Inc. | 1,256 | $65K | 0.0% | N/A | 0.001% | |
11/8/2024 | R. W. Roge & Company Inc. | 178,431 | $9.30M | 5.0% | -2.8% | 0.115% | |
11/8/2024 | Avior Wealth Management LLC | 112,716 | $5.88M | 0.2% | -0.2% | 0.073% | |
11/7/2024 | Fortis Advisors LLC | 82,530 | $4.30M | 2.8% | -2.5% | 0.053% | |
11/7/2024 | Joseph Group Capital Management | 314,735 | $16.41M | 6.3% | -0.4% | 0.203% | |
11/7/2024 | Cassaday & Co Wealth Management LLC | 5,637,993 | $293.91M | 8.3% | +3.4% | 3.632% | |
11/6/2024 | KPP Advisory Services LLC | 11,704 | $610K | 0.1% | N/A | 0.008% | |
11/6/2024 | Destiny Capital Corp CO | 12,502 | $678K | 0.4% | -2.3% | 0.008% | |
11/6/2024 | International Private Wealth Advisors LLC | 5,844 | $305K | 0.4% | -33.2% | 0.004% | |
11/6/2024 | Tokio Marine Asset Management Co. Ltd. | 23,100 | $1.20M | 0.1% | -24.3% | 0.015% | |
11/6/2024 | Main Street Financial Solutions LLC | 102,602 | $5.35M | 0.5% | +131.8% | 0.066% | |
11/5/2024 | Aptus Capital Advisors LLC | 75,387 | $3.93M | 0.1% | -2.4% | 0.049% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 64,533 | $3.36M | 0.0% | -4.3% | 0.042% | |
11/5/2024 | Rakuten Securities Inc. | 2,821 | $147K | 0.1% | +97.1% | 0.002% | |
11/5/2024 | OVERSEA CHINESE BANKING Corp Ltd | 452,446 | $23.59M | 0.7% | +18.6% | 0.291% | |
11/5/2024 | First National Trust Co | 4,240 | $221K | 0.0% | N/A | 0.003% | |
11/5/2024 | Lynx Investment Advisory | 67,921 | $3.54M | 2.5% | +8.5% | 0.044% | |
11/4/2024 | Weil Company Inc. | 11,453 | $597K | 0.2% | -4.1% | 0.007% | |
11/4/2024 | Sanctuary Wealth Management L.L.C. | 1,457 | $76K | 0.1% | N/A | 0.001% | |
11/4/2024 | Axxcess Wealth Management LLC | 11,725 | $611K | 0.0% | +12.3% | 0.008% | |
11/4/2024 | Legacy Capital Wealth Partners LLC | 31,766 | $1.66M | 0.3% | N/A | 0.020% | |
11/4/2024 | Sigma Planning Corp | 8,868 | $462K | 0.0% | +20.9% | 0.006% | |
11/2/2024 | Avid Wealth Partners LLC | 165,131 | $8.61M | 6.1% | +3.5% | 0.106% | |
11/1/2024 | Assetmark Inc. | 484,499 | $25.26M | 0.1% | -3.0% | 0.312% | |
11/1/2024 | Verdence Capital Advisors LLC | 9,300 | $485K | 0.0% | +11.3% | 0.006% | |
11/1/2024 | Holistic Planning LLC | 5,217 | $272K | 0.1% | N/A | 0.003% | |
11/1/2024 | SpiderRock Advisors LLC | 14,221 | $741K | 0.0% | N/A | 0.009% | |
11/1/2024 | Beckerman Institutional LLC | 61,576 | $3.21M | 2.7% | N/A | 0.040% | |
11/1/2024 | Hollencrest Capital Management | 21,860 | $1.14M | 0.0% | +1,962.3% | 0.014% | |
11/1/2024 | Burt Wealth Advisors | 554,495 | $28.91M | 7.1% | -0.4% | 0.357% | |
10/31/2024 | NavPoint Financial Inc. | 298,529 | $15.56M | 12.5% | -13.2% | 0.192% | |
10/31/2024 | Confluence Investment Management LLC | 621,956 | $32.42M | 0.4% | +2.8% | 0.401% | |
10/31/2024 | Seven Post Investment Office LP | 4,235 | $221K | 0.0% | N/A | 0.003% | |
10/31/2024 | Portside Wealth Group LLC | 84,053 | $4.38M | 0.7% | -3.8% | 0.054% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 85,198 | $4.44M | 0.9% | +10.8% | 0.055% | |
10/31/2024 | Advisor Resource Council | 13,240 | $690K | 0.3% | N/A | 0.009% | |
10/31/2024 | Financial Enhancement Group LLC | 11,399 | $594K | 0.1% | -88.7% | 0.007% | |
10/31/2024 | JNBA Financial Advisors | 125,769 | $6.56M | 0.7% | -26.8% | 0.081% | |
10/30/2024 | Global Wealth Management Investment Advisory Inc. | 39,122 | $2.04M | 0.4% | +14.4% | 0.025% | |
10/30/2024 | Auour Investments LLC | 13,903 | $764K | 0.3% | -12.2% | 0.009% | |
10/30/2024 | PDS Planning Inc | 26,033 | $1.36M | 0.1% | +132.9% | 0.017% | |
10/30/2024 | Asset Management One Co. Ltd. | 4,017,429 | $209.43M | 0.7% | +28.1% | 2.588% | |
10/29/2024 | Cedar Point Capital Partners LLC | 97,579 | $5.09M | 3.5% | N/A | 0.063% | |
10/29/2024 | Confluence Wealth Services Inc. | 11,673 | $609K | 0.0% | -64.8% | 0.008% | |
10/29/2024 | Carmichael Hill & Associates Inc. | 12,262 | $639K | 0.2% | +11.3% | 0.008% | |
10/29/2024 | Farther Finance Advisors LLC | 106,360 | $5.55M | 0.2% | +123.2% | 0.069% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 4,777 | $249K | 0.0% | N/A | 0.003% | |
10/28/2024 | US Bancorp DE | 215,168 | $11.22M | 0.0% | +9.7% | 0.139% | |
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 |
10/28/2024 | HM Payson & Co. | 5,250 | $274K | 0.0% | N/A | 0.003% | |
10/28/2024 | Austin Wealth Management LLC | 248,688 | $13.09M | 2.9% | +3.6% | 0.160% | |
10/25/2024 | Diversify Wealth Management LLC | 15,778 | $849K | 0.1% | -16.6% | 0.010% | |
10/25/2024 | Lodestar Private Asset Management LLC | 73,636 | $3.84M | 0.5% | +6.6% | 0.047% | |
10/25/2024 | Valmark Advisers Inc. | 17,413 | $908K | 0.0% | +16.1% | 0.011% | |
10/25/2024 | MONECO Advisors LLC | 5,455 | $284K | 0.0% | +4.0% | 0.004% | |
10/25/2024 | Diversify Advisory Services LLC | 16,668 | $908K | 0.0% | -3.5% | 0.011% | |
10/25/2024 | Integrated Advisors Network LLC | 64,170 | $3.35M | 0.2% | +9.9% | 0.041% | |
10/25/2024 | China Universal Asset Management Co. Ltd. | 94,200 | $4.91M | 0.5% | +31.4% | 0.061% | |
10/24/2024 | Autumn Glory Partners LLC | 8,000 | $417K | 0.2% | N/A | 0.005% | |