8/21/2025 | Pathway Financial Advisers LLC | 280,594 | $8.70M | 2.8% | +2.1% | 0.013% | |
8/20/2025 | Thompson Davis & CO. Inc. | 7,277 | $226K | 0.1% | N/A | 0.000% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 2,258 | $70K | 0.0% | -18.1% | 0.000% | |
8/19/2025 | Advisory Services Network LLC | 250,307 | $7.76M | 0.1% | -8.4% | 0.012% | |
8/19/2025 | Anchor Investment Management LLC | 38,135 | $1.18M | 0.1% | +5.0% | 0.002% | |
8/19/2025 | State of Wyoming | 1,744 | $54K | 0.0% | N/A | 0.000% | |
8/19/2025 | Asset Dedication LLC | 38,620 | $1.20M | 0.1% | +1.0% | 0.002% | |
8/18/2025 | Tyler Stone Wealth Management | 9,431 | $292K | 0.0% | -4.6% | 0.000% | |
8/18/2025 | Tactive Advisors LLC | 23,338 | $724K | 0.2% | N/A | 0.001% | |
8/18/2025 | Geneos Wealth Management Inc. | 48,348 | $1.50M | 0.0% | +84.3% | 0.002% | |
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8/18/2025 | Hollencrest Capital Management | 1,856 | $58K | 0.0% | -64.2% | 0.000% | |
8/18/2025 | Westwood Holdings Group Inc. | 5,642,994 | $174.99M | 1.3% | -1.9% | 0.261% | |
8/18/2025 | Kestra Investment Management LLC | 1,550 | $48K | 0.0% | N/A | 0.000% | |
8/18/2025 | Wellington Capital Management Inc. | 6,600 | $205K | 0.3% | N/A | 0.000% | |
8/16/2025 | Mcintyre Freedman & Flynn Investment Advisers Inc. | 112,573 | $3.49M | 2.5% | +0.6% | 0.005% | |
8/16/2025 | FORA Capital LLC | 21,944 | $680K | 0.1% | -41.1% | 0.001% | |
8/16/2025 | Evergreen Capital Management LLC | 952,471 | $29.54M | 0.9% | +0.3% | 0.044% | |
8/15/2025 | Tower Research Capital LLC TRC | 5,923 | $184K | 0.0% | -17.6% | 0.000% | |
8/15/2025 | Security National Bank of Sioux City Iowa IA | 9,878 | $306K | 0.2% | -8.8% | 0.000% | |
8/15/2025 | Howland Capital Management LLC | 8,950 | $278K | 0.0% | -8.2% | 0.000% | |
8/15/2025 | Asset Allocation Strategies LLC | 22,900 | $710K | 0.1% | +17.0% | 0.001% | |
8/15/2025 | Corient Private Wealth LLC | 2,414,035 | $74.86M | 0.1% | +119.4% | 0.111% | |
8/15/2025 | Equitable Holdings Inc. | 142,666 | $4.42M | 0.0% | +10.0% | 0.007% | |
8/15/2025 | Northeast Financial Consultants Inc | 286,946 | $8.90M | 0.4% | -1.4% | 0.013% | |
8/15/2025 | Chapman Financial Group LLC | 11,579 | $359K | 0.3% | N/A | 0.001% | |
8/15/2025 | Captrust Financial Advisors | 563,799 | $17.48M | 0.0% | +7.9% | 0.026% | |
8/15/2025 | Prevail Innovative Wealth Advisors LLC | 52,263 | $1.62M | 0.4% | N/A | 0.002% | |
8/15/2025 | Lantern Wealth Advisors LLC | 10,354 | $321K | 0.2% | N/A | 0.000% | |
8/15/2025 | BROOKFIELD Corp ON | 4,638,285 | $143.83M | 0.2% | -1.3% | 0.214% | |
8/15/2025 | Voya Financial Advisors Inc. | 26,045 | $809K | 0.1% | -7.8% | 0.001% | |
8/15/2025 | Two Sigma Securities LLC | 22,580 | $700K | 0.1% | +150.6% | 0.001% | |
8/15/2025 | Smartleaf Asset Management LLC | 3,363 | $104K | 0.0% | +169.5% | 0.000% | |
8/15/2025 | Snowden Capital Advisors LLC | 187,662 | $5.82M | 0.2% | +8.6% | 0.009% | |
8/15/2025 | Orion Investment Co | 20,522 | $636K | 0.2% | N/A | 0.001% | |
8/15/2025 | Orion Porfolio Solutions LLC | 13,999 | $434K | 0.0% | -4.0% | 0.001% | |
8/15/2025 | Palisade Capital Management LP | 62,992 | $1.95M | 0.1% | +1.5% | 0.003% | |
8/15/2025 | MML Investors Services LLC | 85,088 | $2.64M | 0.0% | +3.2% | 0.004% | |
8/15/2025 | McIlrath & Eck LLC | 21,084 | $654K | 0.1% | +288.5% | 0.001% | |
8/15/2025 | Modern Wealth Management LLC | 24,435 | $758K | 0.0% | +1.7% | 0.001% | |
8/15/2025 | Lazard Asset Management LLC | 9,073 | $281K | 0.0% | +29.2% | 0.000% | |
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8/15/2025 | HRT Financial LP | 1,528,580 | $47.40M | 0.2% | +118.1% | 0.071% | |
8/15/2025 | Hara Capital LLC | 9,225 | $286K | 0.2% | -15.2% | 0.000% | |
8/15/2025 | Hilton Capital Management LLC | 131,357 | $4.07M | 0.3% | -1.2% | 0.006% | |
8/15/2025 | IHT Wealth Management LLC | 68,710 | $2.13M | 0.1% | +10.9% | 0.003% | |
8/15/2025 | Freedom Financial Partners LLC | 7,872 | $244K | 0.1% | +31.2% | 0.000% | |
8/15/2025 | Great Valley Advisor Group Inc. | 106,723 | $3.31M | 0.1% | -3.5% | 0.005% | |
8/15/2025 | EP Wealth Advisors LLC | 199,970 | $6.20M | 0.0% | +9.0% | 0.009% | |
8/15/2025 | Energy Income Partners LLC | 14,624,238 | $453.50M | 8.9% | +14.3% | 0.675% | |
8/15/2025 | Curi Capital LLC | 99,249 | $3.08M | 0.1% | +81.9% | 0.005% | |
8/15/2025 | BBR Partners LLC | 15,500 | $481K | 0.0% | -63.5% | 0.001% | |
8/15/2025 | Beck Mack & Oliver LLC | 894,860 | $27.75M | 0.5% | -9.5% | 0.041% | |
8/15/2025 | Benjamin Edwards Inc. | 8,397 | $260K | 0.0% | N/A | 0.000% | |
8/15/2025 | Ameriprise Financial Inc. | 356,465 | $11.04M | 0.0% | -2.1% | 0.016% | |
8/15/2025 | Avenir Corp | 125,478 | $3.89M | 0.4% | +1.5% | 0.006% | |
8/14/2025 | Sentinel Wealth Management Inc. | 13,864 | $430K | 0.4% | N/A | 0.001% | |
8/14/2025 | Progeny 3 Inc. | 1,895,024 | $58.77M | 3.3% | +0.4% | 0.088% | |
8/14/2025 | Ausdal Financial Partners Inc. | 58,181 | $1.80M | 0.1% | +20.0% | 0.003% | |
8/14/2025 | Quantinno Capital Management LP | 49,057 | $1.52M | 0.0% | +46.2% | 0.002% | |
8/14/2025 | Parvin Asset Management LLC | 3,900 | $121K | 0.1% | +280.5% | 0.000% | |
8/14/2025 | AllSquare Wealth Management LLC | 12,500 | $388K | 0.2% | +4.2% | 0.001% | |
8/14/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 11,355,504 | $352.13M | 0.7% | +3.2% | 0.524% | |
8/14/2025 | Alliancebernstein L.P. | 401,295 | $12.44M | 0.0% | +12.6% | 0.019% | |
8/14/2025 | Pingora Partners LLC | 2,500 | $78K | 0.1% | -16.7% | 0.000% | |
8/14/2025 | Peapack Gladstone Financial Corp | 71,428 | $2.22M | 0.0% | -13.9% | 0.003% | |
8/14/2025 | HUB Investment Partners LLC | 285,720 | $8.86M | 0.3% | -3.9% | 0.013% | |
8/14/2025 | Ieq Capital LLC | 64,876 | $2.01M | 0.0% | +6.9% | 0.003% | |
8/14/2025 | Glenview Trust co | 33,648 | $1.04M | 0.0% | +315.8% | 0.002% | |
8/14/2025 | FAS Wealth Partners Inc. | 14,973 | $464K | 0.0% | -2.8% | 0.001% | |
8/14/2025 | Sei Investments Co. | 104,677 | $3.25M | 0.0% | -88.1% | 0.005% | |
8/14/2025 | Frisch Financial Group Inc. | 34,222 | $1.06M | 0.3% | +7.5% | 0.002% | |
8/14/2025 | NewEdge Advisors LLC | 399,341 | $12.38M | 0.1% | +46.2% | 0.018% | |
8/14/2025 | Fayez Sarofim & Co | 17,505,685 | $542.85M | 1.3% | 0.0% | 0.808% | |
8/14/2025 | Hurley Capital LLC | 210,979 | $6.54M | 4.6% | +64.4% | 0.010% | |
8/14/2025 | CoreFirst Bank & Trust | 4,320 | $134K | 0.1% | N/A | 0.000% | |
8/14/2025 | Natixis | 892,472 | $27.68M | 0.1% | -2.8% | 0.041% | |
8/14/2025 | Bollard Group LLC | 1,765,007 | $54.73M | 1.3% | +13.9% | 0.082% | |
8/14/2025 | Cary Street Partners Financial LLC | 47,554 | $1.48M | 0.0% | +1.4% | 0.002% | |
8/14/2025 | Cerity Partners LLC | 486,793 | $15.10M | 0.0% | +2.6% | 0.022% | |
8/13/2025 | Gabelli Funds LLC | 371,000 | $11.51M | 0.1% | +3.5% | 0.017% | |
8/13/2025 | Jump Financial LLC | 709,944 | $22.02M | 0.2% | +134.2% | 0.033% | |
8/13/2025 | Per Stirling Capital Management LLC. | 26,693 | $828K | 0.1% | +13.3% | 0.001% | |
8/13/2025 | Quantum Portfolio Management LLC | 31,994 | $992K | 0.5% | -5.1% | 0.001% | |
8/13/2025 | Shepherd Financial Partners LLC | 13,890 | $431K | 0.0% | N/A | 0.001% | |
8/13/2025 | StoneX Group Inc. | 82,044 | $2.54M | 0.1% | -11.8% | 0.004% | |
8/13/2025 | Cresset Asset Management LLC | 88,338 | $2.74M | 0.0% | +0.7% | 0.004% | |
8/13/2025 | Brown Advisory Inc. | 288,054 | $8.93M | 0.0% | +2.3% | 0.013% | |
8/13/2025 | SCS Capital Management LLC | 61,072 | $1.89M | 0.0% | -2.5% | 0.003% | |
8/13/2025 | Epoch Investment Partners Inc. | 1,364,337 | $42.31M | 0.2% | -7.5% | 0.063% | |
8/13/2025 | Annandale Capital LLC | 168,125 | $5.21M | 0.4% | +5.3% | 0.008% | |
8/13/2025 | First Trust Advisors LP | 316,258 | $9.81M | 0.0% | -9.5% | 0.015% | |
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Treasury, Social Security, the Pentagon, and even the IRS are scrambling to meet the September 30 deadline. One expert says it could be the biggest economic development since the invention of the atomic bomb—and it could send trillions flowing into Americans’ pockets. Click here to see the full details of this government action plan and how to prepare before Sept. 30 |
8/13/2025 | Crescent Grove Advisors LLC | 161,383 | $5.00M | 0.5% | +5.3% | 0.007% | |
8/13/2025 | Guggenheim Capital LLC | 27,301 | $847K | 0.0% | +6.1% | 0.001% | |
8/13/2025 | McGowan Group Asset Management Inc. | 370,220 | $11.48M | 1.4% | +0.5% | 0.017% | |
8/13/2025 | Raab & Moskowitz Asset Management LLC | 10,870 | $337K | 0.1% | N/A | 0.001% | |
8/13/2025 | EverSource Wealth Advisors LLC | 11,971 | $371K | 0.0% | -6.5% | 0.001% | |
8/13/2025 | Invesco Ltd. | 26,787,203 | $830.67M | 0.1% | +0.3% | 1.237% | |
8/13/2025 | Trek Financial LLC | 8,873 | $275K | 0.0% | -90.9% | 0.000% | |
8/13/2025 | Plan Group Financial LLC | 44,839 | $1.39M | 0.5% | -12.0% | 0.002% | |
8/13/2025 | CW Advisors LLC | 489,122 | $15.17M | 0.1% | +1.3% | 0.023% | |
8/13/2025 | Argyle Capital Partners LLC | 47,127 | $1.46M | 1.2% | -9.7% | 0.002% | |