8/26/2025 | Thrivent Financial for Lutherans | 30,258 | $2.64M | 0.0% | -27.1% | 0.021% | |
8/22/2025 | Carter Financial Group INC. | 5,539 | $483K | 0.3% | N/A | 0.004% | |
8/20/2025 | Monarch Capital Management Inc. | 3,546 | $309K | 0.1% | +29.1% | 0.002% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 4,343 | $379K | 0.0% | N/A | 0.003% | |
8/16/2025 | Parr Mcknight Wealth Management Group LLC | 18,521 | $1.62M | 0.2% | N/A | 0.013% | |
8/16/2025 | Headlands Technologies LLC | 1,668 | $145K | 0.0% | -83.7% | 0.001% | |
8/15/2025 | Tower Research Capital LLC TRC | 194,213 | $16.94M | 0.5% | +1,942.6% | 0.135% | |
8/15/2025 | Corient Private Wealth LLC | 191,332 | $16.69M | 0.0% | +133.4% | 0.133% | |
8/15/2025 | Captrust Financial Advisors | 16,577 | $1.45M | 0.0% | +18.6% | 0.012% | |
8/15/2025 | Zuckerman Investment Group LLC | 96,644 | $8.43M | 0.8% | +20.0% | 0.067% | |
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8/15/2025 | Tidal Investments LLC | 16,925 | $1.48M | 0.0% | +440.2% | 0.012% | |
8/15/2025 | Smartleaf Asset Management LLC | 7,407 | $645K | 0.1% | +6.8% | 0.005% | |
8/15/2025 | Riggs Asset Managment Co. Inc. | 3,704 | $323K | 0.1% | -43.3% | 0.003% | |
8/15/2025 | MML Investors Services LLC | 124,660 | $10.87M | 0.0% | +6.3% | 0.087% | |
8/15/2025 | Modern Wealth Management LLC | 5,682 | $496K | 0.0% | +25.1% | 0.004% | |
8/15/2025 | HRT Financial LP | 33,856 | $2.95M | 0.0% | N/A | 0.024% | |
8/15/2025 | EP Wealth Advisors LLC | 80,316 | $7.01M | 0.0% | -3.5% | 0.056% | |
8/15/2025 | Curi Capital LLC | 9,148 | $798K | 0.0% | +98.9% | 0.006% | |
8/15/2025 | Bank of America Corp DE | 27,109,964 | $2.36B | 0.2% | +2.3% | 18.885% | |
8/15/2025 | Ameriprise Financial Inc. | 589,550 | $51.42M | 0.0% | -6.8% | 0.411% | |
8/14/2025 | First Citizens Asset Management Inc. | 69,473 | $6.06M | 2.4% | +18.3% | 0.048% | |
8/14/2025 | Raymond James Financial Inc. | 582,288 | $50.79M | 0.0% | -24.8% | 0.406% | |
8/14/2025 | Betterment LLC | 4,948 | $432K | 0.0% | +17.0% | 0.003% | |
8/14/2025 | Quantinno Capital Management LP | 8,141 | $710K | 0.0% | +25.2% | 0.006% | |
8/14/2025 | Tennessee Valley Asset Management Partners | 9,890 | $863K | 0.2% | +2.4% | 0.007% | |
8/14/2025 | Main Street Financial Solutions LLC | 49,364 | $4.31M | 0.3% | +21.6% | 0.034% | |
8/14/2025 | Clarity Asset Management Inc. | 1,161 | $101K | 0.1% | +33.6% | 0.001% | |
8/14/2025 | Sei Investments Co. | 14,295 | $1.25M | 0.0% | N/A | 0.010% | |
8/14/2025 | NewEdge Advisors LLC | 12,869 | $1.12M | 0.0% | +27.6% | 0.009% | |
8/14/2025 | Qube Research & Technologies Ltd | 384 | $33K | 0.0% | +209.7% | 0.000% | |
8/14/2025 | BCS Private Wealth Management Inc. | 16,320 | $1.42M | 0.5% | N/A | 0.011% | |
8/14/2025 | SVB Wealth LLC | 150,468 | $13.12M | 0.7% | -14.2% | 0.105% | |
8/14/2025 | Transce3nd LLC | 2,179 | $190K | 0.1% | +20.8% | 0.002% | |
8/14/2025 | Cary Street Partners Financial LLC | 4,575 | $399K | 0.0% | -46.5% | 0.003% | |
8/14/2025 | Cerity Partners LLC | 106,201 | $9.26M | 0.0% | -16.4% | 0.074% | |
8/13/2025 | Jump Financial LLC | 27,595 | $2.41M | 0.0% | N/A | 0.019% | |
8/13/2025 | Financial & Tax Architects LLC | 43,656 | $3.81M | 0.9% | +426.9% | 0.030% | |
8/13/2025 | StoneX Group Inc. | 11,724 | $1.02M | 0.0% | -12.7% | 0.008% | |
8/13/2025 | SageView Advisory Group LLC | 14,293 | $1.30M | 0.0% | +292.8% | 0.010% | |
8/13/2025 | Flow Traders U.S. LLC | 208,460 | $18.18M | 0.7% | N/A | 0.145% | |
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8/13/2025 | Cresset Asset Management LLC | 114,194 | $9.96M | 0.0% | +0.2% | 0.080% | |
8/13/2025 | Brown Advisory Inc. | 36,302 | $3.17M | 0.0% | -6.0% | 0.025% | |
8/13/2025 | SCS Capital Management LLC | 46,026 | $4.01M | 0.0% | -18.2% | 0.032% | |
8/13/2025 | M Holdings Securities Inc. | 17,338 | $1.51M | 0.3% | +11.0% | 0.012% | |
8/13/2025 | Baird Financial Group Inc. | 66,207 | $5.78M | 0.0% | -4.0% | 0.046% | |
8/13/2025 | CW Advisors LLC | 6,803 | $593K | 0.0% | +21.4% | 0.005% | |
8/13/2025 | Fort Sheridan Advisors LLC | 3,303 | $288K | 0.0% | -28.4% | 0.002% | |
8/13/2025 | Quantbot Technologies LP | 12,961 | $1.13M | 0.0% | N/A | 0.009% | |
8/13/2025 | M&T Bank Corp | 12,630 | $1.10M | 0.0% | -6.8% | 0.009% | |
8/13/2025 | Smith Moore & CO. | 2,375 | $207K | 0.0% | N/A | 0.002% | |
8/13/2025 | Lido Advisors LLC | 314,517 | $27.43M | 0.1% | +14.3% | 0.219% | |
8/13/2025 | Schroder Investment Management Group | 247,151 | $21.56M | 0.0% | +0.8% | 0.172% | |
8/13/2025 | Scotia Capital Inc. | 21,208 | $1.85M | 0.0% | -80.4% | 0.015% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 172,739 | $15.07M | 0.0% | +9.7% | 0.120% | |
8/13/2025 | Choreo LLC | 59,462 | $5.19M | 0.1% | +28.6% | 0.041% | |
8/12/2025 | J.W. Cole Advisors Inc. | 3,582 | $312K | 0.0% | N/A | 0.002% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 36,882 | $3.22M | 0.0% | +1,107.7% | 0.026% | |
8/12/2025 | CreativeOne Wealth LLC | 40,994 | $3.58M | 0.1% | +30.3% | 0.029% | |
8/12/2025 | Meridian Wealth Advisors LLC | 17,813 | $1.55M | 0.2% | -0.7% | 0.012% | |
8/12/2025 | AlphaCore Capital LLC | 3,670 | $320K | 0.0% | +1,005.4% | 0.003% | |
8/12/2025 | MAI Capital Management | 2,798 | $244K | 0.0% | -17.6% | 0.002% | |
8/12/2025 | JPMorgan Chase & Co. | 2,027,541 | $176.84M | 0.0% | +33.6% | 1.412% | |
8/12/2025 | Wernau Asset Management Inc. | 22,385 | $1.95M | 1.4% | -3.4% | 0.016% | |
8/12/2025 | PKS Advisory Services LLC | 23,647 | $2.06M | 0.5% | +21.9% | 0.016% | |
8/11/2025 | TD Waterhouse Canada Inc. | 720 | $63K | 0.0% | -77.6% | 0.001% | |
8/11/2025 | Kingdom Financial Group LLC. | 15,533 | $1.36M | 1.2% | -29.9% | 0.011% | |
8/11/2025 | FineMark National Bank & Trust | 21,883 | $1.91M | 0.1% | -5.5% | 0.015% | |
8/11/2025 | Wealthspire Advisors LLC | 2,990 | $261K | 0.0% | -7.7% | 0.002% | |
8/11/2025 | Cordatus Wealth Management LLC | 7,225 | $630K | 0.2% | -2.4% | 0.005% | |
8/11/2025 | Rockbridge Investment Management LCC | 73,098 | $6.38M | 0.7% | +24.6% | 0.051% | |
8/11/2025 | Mosaic Family Wealth Partners LLC | 6,848 | $597K | 0.1% | -4.0% | 0.005% | |
8/8/2025 | Rockefeller Capital Management L.P. | 167,604 | $14.62M | 0.0% | +8.7% | 0.117% | |
8/8/2025 | Kingsview Wealth Management LLC | 5,547 | $484K | 0.0% | +2.5% | 0.004% | |
8/8/2025 | Citizens Financial Group Inc. RI | 31,132 | $2.72M | 0.0% | -15.0% | 0.022% | |
8/8/2025 | Avantax Advisory Services Inc. | 66,939 | $5.84M | 0.0% | -3.4% | 0.047% | |
8/8/2025 | Cetera Investment Advisers | 147,926 | $12.90M | 0.0% | -7.4% | 0.103% | |
8/8/2025 | Fusion Capital LLC | 112,578 | $9.82M | 3.4% | +5.1% | 0.078% | |
8/8/2025 | Creative Planning | 66,832 | $5.83M | 0.0% | +15.5% | 0.047% | |
8/8/2025 | Meridian Wealth Management LLC | 3,044 | $266K | 0.0% | -10.8% | 0.002% | |
8/8/2025 | Foundations Investment Advisors LLC | 4,896 | $427K | 0.0% | +12.1% | 0.003% | |
8/8/2025 | Arcadia Investment Management Corp MI | 1,100 | $96K | 0.0% | -21.4% | 0.001% | |
8/8/2025 | Capstone Financial Advisors Inc. | 49,420 | $4.31M | 0.2% | -25.1% | 0.034% | |
8/8/2025 | Advisors Capital Management LLC | 2,528 | $220K | 0.0% | N/A | 0.002% | |
8/8/2025 | Allianz SE | 313,000 | $27.30M | 0.6% | +34.9% | 0.218% | |
8/8/2025 | Francis Financial Inc. | 25,882 | $2.26M | 0.5% | N/A | 0.018% | |
8/8/2025 | First Western Trust Bank | 90,438 | $7.89M | 0.4% | +26.0% | 0.063% | |
8/8/2025 | PNC Financial Services Group Inc. | 120,091 | $10.47M | 0.0% | +29.3% | 0.084% | |
8/8/2025 | SBI Securities Co. Ltd. | 3,897 | $340K | 0.0% | -3.8% | 0.003% | |
8/7/2025 | Timonier Family Office LTD. | 3,261 | $284K | 0.1% | N/A | 0.002% | |
8/7/2025 | Vise Technologies Inc. | 95,154 | $8.30M | 0.3% | N/A | 0.066% | |
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SmartAsset outlines six strategies that could help reduce your RMDs and potentially lower your tax burden. Their free tool can match you with vetted fiduciary financial advisors in your area—professionals legally bound to act in your best interest. Click here to see the six strategies and get your free advisor matches today. |
8/7/2025 | King Luther Capital Management Corp | 21,080 | $1.84M | 0.0% | N/A | 0.015% | |
8/7/2025 | Global Wealth Management Investment Advisory Inc. | 4,458 | $389K | 0.1% | +5.6% | 0.003% | |
8/7/2025 | CSM Advisors LLC | 323,157 | $28.18M | 0.8% | -1.9% | 0.225% | |
8/7/2025 | Rathbones Group PLC | 64,049 | $5.59M | 0.0% | -1.0% | 0.045% | |
8/7/2025 | Parkside Financial Bank & Trust | 15,638 | $1.36M | 0.1% | -14.1% | 0.011% | |
8/6/2025 | Prospera Financial Services Inc | 12,307 | $1.07M | 0.0% | -15.0% | 0.009% | |
8/6/2025 | Decker Retirement Planning Inc. | 1,681 | $147K | 0.1% | +10.2% | 0.001% | |
8/6/2025 | AE Wealth Management LLC | 188,622 | $16.45M | 0.1% | +12.8% | 0.131% | |
8/6/2025 | Rialto Wealth Management LLC | 26,607 | $2.32M | 0.6% | -2.1% | 0.019% | |
8/6/2025 | Wedbush Securities Inc. | 7,967 | $695K | 0.0% | -6.3% | 0.006% | |