5/20/2025 | Focus Partners Wealth | 3,821 | $245K | 0.0% | -6.6% | 0.042% | |
5/16/2025 | Goldman Sachs Group Inc. | 542,645 | $34.75M | 0.0% | -20.5% | 5.931% | |
5/16/2025 | Jones Financial Companies Lllp | 82,837 | $5.30M | 0.0% | +228.3% | 0.905% | |
5/16/2025 | NewEdge Advisors LLC | 12,589 | $806K | 0.0% | +233.9% | 0.138% | |
5/15/2025 | EP Wealth Advisors LLC | 2,089 | $134K | 0.0% | -21.7% | 0.023% | |
5/15/2025 | First Financial Bankshares Inc | 272,059 | $17.42M | 0.4% | +1.8% | 2.973% | |
5/15/2025 | Royal Bank of Canada | 55,347 | $3.54M | 0.0% | -22.6% | 0.605% | |
5/14/2025 | Comerica Bank | 5,906 | $378K | 0.0% | -5.5% | 0.065% | |
5/14/2025 | Walleye Capital LLC | 38,072 | $2.44M | 0.0% | -76.8% | 0.416% | |
5/14/2025 | Quantitative Investment Management LLC | 10,194 | $652K | 0.1% | N/A | 0.111% | |
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5/14/2025 | Northwestern Mutual Wealth Management Co. | 19,216 | $1.23M | 0.0% | -20.2% | 0.210% | |
5/14/2025 | CW Advisors LLC | 13,843 | $889K | 0.0% | +16.8% | 0.151% | |
5/14/2025 | Flow Traders U.S. LLC | 8,320 | $533K | 0.0% | N/A | 0.091% | |
5/14/2025 | First Wilshire Securities Management Inc. | 5,600 | $359K | 0.1% | -17.6% | 0.061% | |
5/13/2025 | Raymond James Financial Inc. | 84,630 | $5.42M | 0.0% | +52.3% | 0.925% | |
5/13/2025 | Intrepid Financial Planning Group LLC | 7,042 | $451K | 0.2% | -10.2% | 0.077% | |
5/12/2025 | Florin Court Capital LLP | 9,500 | $608K | 0.6% | -49.5% | 0.104% | |
5/12/2025 | Benjamin Edwards Inc. | 7,802 | $500K | 0.0% | -48.6% | 0.085% | |
5/12/2025 | National Bank of Canada FI | 1,578 | $101K | 0.0% | -13.7% | 0.017% | |
5/8/2025 | Harbour Investments Inc. | 1,127 | $72K | 0.0% | +56.5% | 0.012% | |
5/7/2025 | Indie Asset Partners LLC | 14,462 | $926K | 0.8% | +1.4% | 0.158% | |
5/7/2025 | LPL Financial LLC | 181,845 | $11.64M | 0.0% | -33.4% | 1.987% | |
5/6/2025 | Cetera Investment Advisers | 19,446 | $1.25M | 0.0% | -23.4% | 0.213% | |
5/5/2025 | Montag A & Associates Inc. | 2,091 | $134K | 0.0% | -19.0% | 0.023% | |
5/5/2025 | Private Advisor Group LLC | 9,677 | $620K | 0.0% | -2.3% | 0.106% | |
5/1/2025 | Q3 Asset Management | 3,844 | $246K | 0.2% | N/A | 0.041% | |
4/30/2025 | Allworth Financial LP | 528 | $32K | 0.0% | -70.9% | 0.006% | |
4/29/2025 | Envestnet Asset Management Inc. | 13,624 | $872K | 0.0% | -49.0% | 0.144% | |
4/29/2025 | Concurrent Investment Advisors LLC | 3,147 | $202K | 0.0% | N/A | 0.033% | |
4/28/2025 | Capital Investment Counsel Inc | 12,344 | $790K | 0.1% | -1.6% | 0.131% | |
4/25/2025 | McGuire Investment Group LLC | 39,825 | $2.55M | 0.4% | -2.1% | 0.421% | |
4/25/2025 | Sovran Advisors LLC | 7,435 | $443K | 0.1% | +121.9% | 0.079% | |
4/23/2025 | Sequoia Financial Advisors LLC | 4,923 | $315K | 0.0% | N/A | 0.052% | |
4/23/2025 | Bessemer Group Inc. | 415 | $27K | 0.0% | N/A | 0.004% | |
4/23/2025 | Oppenheimer & Co. Inc. | 4,832 | $309K | 0.0% | +16.0% | 0.051% | |
4/23/2025 | Valmark Advisers Inc. | 4,230 | $271K | 0.0% | N/A | 0.045% | |
4/22/2025 | Jmac Enterprises LLC | 69,965 | $4.48M | 1.1% | +2.8% | 0.740% | |
4/17/2025 | Massachusetts Wealth Management | 15,698 | $1.01M | 0.7% | -2.2% | 0.166% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 5,201 | $333K | 0.0% | -80.2% | 0.055% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 5,393 | $345K | 0.0% | +33.3% | 0.057% | |
July 2025 Rule Change to Impact Retirement Investors (Ad) There's a massive change from a new rule going into effect this July.
And it's one the Big Banks are already using to their advantage…
It allows them to treat this new asset like actual cash. Yes, Send Me My FREE Retirement Guide |
4/16/2025 | Verity & Verity LLC | 100,831 | $6.46M | 0.6% | N/A | 1.067% | |
4/16/2025 | Ferguson Wellman Capital Management Inc. | 7,510 | $481K | 0.0% | -6.5% | 0.079% | |
4/15/2025 | Capital Advisors Ltd. LLC | 12,498 | $800K | 0.1% | -4.2% | 0.132% | |
4/14/2025 | Toth Financial Advisory Corp | 35,831 | $2.29M | 0.3% | +9.2% | 0.379% | |
4/10/2025 | Clarus Wealth Advisors | 22,132 | $1.36M | 0.7% | -4.8% | 0.234% | |
4/9/2025 | Merit Financial Group LLC | 7,787 | $499K | 0.0% | +8.3% | 0.082% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 4,047 | $273K | 0.0% | N/A | 0.043% | |
2/28/2025 | Total Wealth Planning & Management Inc. | 6,419 | $434K | 0.4% | N/A | 0.071% | |
2/21/2025 | Putney Financial Group LLC | 3,745 | $253K | 0.2% | N/A | 0.041% | |
2/21/2025 | Vermillion Wealth Management Inc. | 856 | $58K | 0.0% | N/A | 0.009% | |
2/17/2025 | Waverly Advisors LLC | 7,641 | $516K | 0.0% | -6.9% | 0.056% | |
2/17/2025 | Two Sigma Investments LP | 140,000 | $9.46M | 0.0% | +139.3% | 1.026% | |
2/17/2025 | Strategic Wealth Partners Ltd. | 91,130 | $6.58M | 0.6% | N/A | 0.668% | |
2/17/2025 | Sig Brokerage LP | 21,085 | $1.43M | 0.1% | N/A | 0.154% | |
2/17/2025 | J. Goldman & Co LP | 85,611 | $5.79M | 0.2% | N/A | 0.627% | |
2/17/2025 | KKM Financial LLC | 27,115 | $1.86M | 0.8% | -22.9% | 0.199% | |
2/17/2025 | Focus Partners Wealth | 4,091 | $276K | 0.0% | N/A | 0.030% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 5,098 | $345K | 0.0% | N/A | 0.037% | |
2/17/2025 | EP Wealth Advisors LLC | 2,668 | $180K | 0.0% | N/A | 0.020% | |
2/17/2025 | EHP Funds Inc. | 129,100 | $8.72M | 8.1% | N/A | 0.946% | |
2/17/2025 | Cetera Investment Advisers | 25,386 | $1.72M | 0.0% | +3.9% | 0.186% | |
2/17/2025 | Bank of America Corp DE | 535,197 | $36.16M | 0.0% | +201.3% | 3.921% | |
2/17/2025 | Benjamin Edwards Inc. | 15,179 | $1.03M | 0.0% | +102.1% | 0.111% | |
2/17/2025 | BNP Paribas Financial Markets | 1,166 | $79K | 0.0% | -99.3% | 0.009% | |
2/17/2025 | Ameriprise Financial Inc. | 51,574 | $3.49M | 0.0% | +2.2% | 0.378% | |
2/14/2025 | Manatuck Hill Partners LLC | 3,100 | $209K | 0.1% | N/A | 0.023% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 2,984 | $202K | 0.0% | N/A | 0.022% | |
2/14/2025 | Comerica Bank | 6,250 | $422K | 0.0% | -9.8% | 0.046% | |
2/14/2025 | Northern Trust Corp | 8,852 | $598K | 0.0% | -19.0% | 0.065% | |
2/14/2025 | Beacon Pointe Advisors LLC | 4,200 | $284K | 0.0% | -4.5% | 0.031% | |
2/14/2025 | Tudor Investment Corp ET AL | 20,167 | $1.36M | 0.0% | +381.3% | 0.148% | |
2/14/2025 | Canal Capital Management LLC | 7,772 | $525K | 0.1% | N/A | 0.057% | |
2/14/2025 | Stifel Financial Corp | 8,503 | $574K | 0.0% | -14.2% | 0.062% | |
2/14/2025 | Tower Research Capital LLC TRC | 8,928 | $603K | 0.0% | -41.6% | 0.065% | |
2/13/2025 | NewEdge Advisors LLC | 3,770 | $255K | 0.0% | -10.3% | 0.028% | |
2/13/2025 | Walleye Capital LLC | 163,934 | $11.08M | 0.0% | N/A | 1.201% | |
2/13/2025 | Barclays PLC | 200,018 | $13.52M | 0.0% | -32.7% | 1.465% | |
2/13/2025 | Rockefeller Capital Management L.P. | 10,446 | $706K | 0.0% | N/A | 0.077% | |
2/13/2025 | Raymond James Financial Inc. | 55,569 | $3.76M | 0.0% | N/A | 0.407% | |
2/13/2025 | Advisory Services Network LLC | 14,686 | $992K | 0.0% | +18.1% | 0.108% | |
2/13/2025 | Renaissance Technologies LLC | 11,800 | $797K | 0.0% | N/A | 0.086% | |
2/13/2025 | Envestnet Asset Management Inc. | 26,735 | $1.81M | 0.0% | +8.8% | 0.196% | |
2/13/2025 | KCM Investment Advisors LLC | 4,187 | $283K | 0.0% | +18.2% | 0.031% | |
2/13/2025 | Wells Fargo & Company MN | 240,074 | $16.22M | 0.0% | -1.2% | 1.759% | |
2/12/2025 | National Bank of Canada FI | 1,829 | $124K | 0.0% | -98.2% | 0.013% | |
2/12/2025 | JPMorgan Chase & Co. | 71,880 | $4.86M | 0.0% | +13.0% | 0.527% | |
2/12/2025 | Graney & King LLC | 438 | $30K | 0.0% | N/A | 0.003% | |
2/11/2025 | LPL Financial LLC | 272,954 | $18.44M | 0.0% | +55.0% | 2.000% | |
2/11/2025 | Simplex Trading LLC | 11,066 | $747K | 0.0% | N/A | 0.081% | |
2/11/2025 | Runnymede Capital Advisors Inc. | 2,544 | $172K | 0.2% | N/A | 0.019% | |
July 2025 Rule Change to Impact Retirement Investors (Ad) There's a massive change from a new rule going into effect this July.
And it's one the Big Banks are already using to their advantage…
It allows them to treat this new asset like actual cash. Yes, Send Me My FREE Retirement Guide |
2/10/2025 | Thrivent Financial for Lutherans | 30,270 | $2.05M | 0.0% | -31.2% | 0.222% | |
2/10/2025 | Intrepid Financial Planning Group LLC | 7,842 | $530K | 0.2% | -3.2% | 0.057% | |
2/10/2025 | Commonwealth Equity Services LLC | 98,462 | $6.65M | 0.0% | -5.3% | 0.721% | |
2/7/2025 | HighTower Advisors LLC | 15,350 | $1.04M | 0.0% | -5.6% | 0.112% | |
2/7/2025 | Wealthfront Advisers LLC | 10,060 | $680K | 0.0% | N/A | 0.074% | |
2/6/2025 | Vestmark Advisory Solutions Inc. | 46,077 | $3.11M | 0.1% | N/A | 0.338% | |
2/6/2025 | Raymond James Financial Inc. | 55,569 | $3.76M | 0.0% | N/A | 0.407% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 17,461 | $1.18M | 0.0% | -5.8% | 0.128% | |
2/6/2025 | Meridian Wealth Management LLC | 5,104 | $345K | 0.0% | N/A | 0.037% | |
2/6/2025 | Jones Financial Companies Lllp | 25,234 | $1.71M | 0.0% | +52.5% | 0.185% | |