5/21/2025 | Geneos Wealth Management Inc. | 20,872 | $179K | 0.0% | +51.3% | 0.000% | |
5/20/2025 | Integrity Alliance LLC. | 14,890 | $128K | 0.0% | +42.1% | 0.000% | |
5/19/2025 | Jane Street Group LLC | 10,909 | $94K | 0.0% | N/A | 0.000% | |
5/15/2025 | Royal Bank of Canada | 167,070 | $1.44M | 0.0% | +9.6% | 0.000% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 11,912 | $102K | 0.0% | +18.5% | 0.000% | |
5/12/2025 | Invesco Ltd. | 307,144 | $2.64M | 0.0% | +1.0% | 0.000% | |
5/12/2025 | National Bank of Canada FI | 5,878 | $50K | 0.0% | +114.6% | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 262,787 | $2.26M | 0.0% | -0.5% | 0.000% | |
5/8/2025 | XTX Topco Ltd | 13,783 | $119K | 0.0% | N/A | 0.000% | |
5/7/2025 | LPL Financial LLC | 247,403 | $2.13M | 0.0% | +3.0% | 0.000% | |
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5/7/2025 | Semus Wealth Partners LLC | 19,531 | $168K | 0.1% | -25.0% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 99,783 | $858K | 0.0% | +18.1% | 0.000% | |
5/6/2025 | Elm3 Financial Group LLC | 21,885 | $188K | 0.2% | -12.7% | 0.000% | |
4/30/2025 | Stratos Wealth Partners LTD. | 21,921 | $189K | 0.0% | N/A | 0.000% | |
4/28/2025 | D.A. Davidson & CO. | 18,051 | $155K | 0.0% | +10.7% | 0.000% | |
4/28/2025 | Strategic Financial Concepts LLC | 10,000 | $86K | 0.0% | -86.3% | 0.000% | |
4/22/2025 | PFG Investments LLC | 21,500 | $185K | 0.0% | N/A | 0.000% | |
4/17/2025 | Sowell Financial Services LLC | 16,641 | $143K | 0.0% | N/A | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 52,157 | $449K | 0.0% | -16.7% | 0.000% | |
3/12/2025 | Centaurus Financial Inc. | 310,230 | $2.60M | 0.2% | +35.1% | 0.000% | |
2/24/2025 | Ameriflex Group Inc. | 8,939 | $76K | 0.0% | N/A | 0.000% | |
2/17/2025 | CoreCap Advisors LLC | 10,180 | $85K | 0.0% | -15.0% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 84,499 | $708K | 0.0% | -9.4% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 185,751 | $1.56M | 0.0% | +6.3% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 114,811 | $962K | 0.0% | -1.0% | 0.000% | |
2/14/2025 | Two Sigma Securities LLC | 15,360 | $129K | 0.0% | N/A | 0.000% | |
2/14/2025 | Stifel Financial Corp | 249,509 | $2.09M | 0.0% | +3.6% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 88,050 | $738K | 0.0% | +5.3% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 470,241 | $3.94M | 0.0% | +27.5% | 0.000% | |
2/13/2025 | Synovus Financial Corp | 47,277 | $396K | 0.0% | -50.6% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 31,787 | $266K | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 304,143 | $2.55M | 0.0% | +5.7% | 0.000% | |
2/12/2025 | StoneX Group Inc. | 30,000 | $252K | 0.0% | N/A | 0.000% | |
2/11/2025 | LPL Financial LLC | 240,082 | $2.01M | 0.0% | -2.3% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 100,503 | $842K | 0.0% | -12.1% | 0.000% | |
2/7/2025 | Miller Financial Services LLC | 11,126 | $93K | 0.1% | N/A | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 31,787 | $266K | 0.0% | N/A | 0.000% | |
2/5/2025 | Anfield Capital Management LLC | 6,669 | $56K | 0.0% | N/A | 0.000% | |
2/5/2025 | Noble Wealth Management PBC | 61,530 | $516K | 0.4% | N/A | 0.000% | |
2/3/2025 | Element Wealth LLC | 15,495 | $130K | 0.1% | N/A | 0.000% | |
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 |
1/31/2025 | Semus Wealth Partners LLC | 26,040 | $218K | 0.1% | -27.1% | 0.000% | |
1/31/2025 | Atria Wealth Solutions Inc. | 264,141 | $2.21M | 0.0% | +4.2% | 0.000% | |
1/31/2025 | D.A. Davidson & CO. | 16,311 | $137K | 0.0% | -33.8% | 0.000% | |
1/31/2025 | Truist Financial Corp | 81,398 | $682K | 0.0% | -15.1% | 0.000% | |
1/30/2025 | Strategic Financial Concepts LLC | 72,906 | $611K | 0.0% | N/A | 0.000% | |
1/28/2025 | Moser Wealth Advisors LLC | 25,733 | $216K | 0.1% | -8.4% | 0.000% | |
1/28/2025 | Apollon Wealth Management LLC | 69,413 | $582K | 0.0% | +19.2% | 0.000% | |
1/28/2025 | Strategic Financial Concepts LLC | 72,906 | $611K | 0.0% | N/A | 0.000% | |
1/27/2025 | Consolidated Portfolio Review Corp | 22,540 | $189K | 0.0% | +8.8% | 0.000% | |
1/27/2025 | Elm3 Financial Group LLC | 25,083 | $210K | 0.2% | N/A | 0.000% | |
1/27/2025 | Financial Advocates Investment Management | 23,033 | $193K | 0.0% | +79.9% | 0.000% | |
1/21/2025 | Geneos Wealth Management Inc. | 13,793 | $116K | 0.0% | +11.6% | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 62,641 | $525K | 0.0% | +16.3% | 0.000% | |
1/16/2025 | Tudor Financial Inc. | 15,531 | $130K | 0.1% | N/A | 0.000% | |
11/25/2024 | Synovus Financial Corp | 95,650 | $820K | 0.0% | +100.8% | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 36,239 | $305K | 0.0% | +10.0% | 0.000% | |
11/20/2024 | Virtu Financial LLC | 12,575 | $108K | 0.0% | N/A | 0.000% | |
11/15/2024 | Stifel Financial Corp | 240,860 | $2.06M | 0.0% | +2.5% | 0.000% | |
11/15/2024 | Rivernorth Capital Management LLC | 1,248,835 | $10.70M | 0.5% | +141.8% | 0.000% | |
11/13/2024 | D.A. Davidson & CO. | 24,637 | $211K | 0.0% | +9.8% | 0.000% | |
11/13/2024 | Horizon Kinetics Asset Management LLC | 135,486 | $1.16M | 0.0% | +36.7% | 0.000% | |
11/12/2024 | Centaurus Financial Inc. | 229,619 | $1.97M | 0.1% | +52.9% | 0.000% | |
11/7/2024 | Semus Wealth Partners LLC | 35,741 | $306K | 0.2% | -25.0% | 0.000% | |
11/5/2024 | WealthPlan Investment Management LLC | 16,350 | $140K | 0.0% | N/A | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 23,082 | $200K | 0.1% | -59.3% | 0.000% | |
10/25/2024 | Financial Advocates Investment Management | 12,800 | $110K | 0.0% | N/A | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 25,425 | $218K | 0.0% | +782.5% | 0.000% | |
9/23/2024 | Centaurus Financial Inc. | 150,161 | $1.22M | 0.1% | +89.7% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 32,937 | $272K | 0.0% | N/A | 0.000% | |
8/22/2024 | Cetera Investment Advisers | 185,296 | $1.51M | 0.0% | +3.1% | 0.000% | |
8/21/2024 | Truist Financial Corp | 133,700 | $1.09M | 0.0% | +6.9% | 0.000% | |
8/9/2024 | One Capital Management LLC | 121,420 | $990K | 0.0% | N/A | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 56,763 | $467K | 0.2% | -65.1% | 0.000% | |
7/31/2024 | Semus Wealth Partners LLC | 47,659 | $388K | 0.3% | -27.7% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 124,640 | $1.02M | 0.0% | +1.3% | 0.000% | |
7/22/2024 | Atria Wealth Solutions Inc. | 252,397 | $2.06M | 0.0% | +3.1% | 0.000% | |
7/19/2024 | Western Wealth Management LLC | 31,367 | $256K | 0.0% | -23.4% | 0.000% | |
5/8/2024 | Semus Wealth Partners LLC | 65,900 | $559K | 0.5% | -12.9% | 0.000% | |
5/4/2024 | Geneos Wealth Management Inc. | 4,641 | $39K | 0.0% | +731.7% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 48,154 | $408K | 0.0% | +9.4% | 0.000% | |
4/30/2024 | J.W. Cole Advisors Inc. | 16,751 | $142K | 0.0% | N/A | 0.000% | |
4/25/2024 | Armor Investment Advisors LLC | 30,003 | $254K | 0.1% | -22.1% | 0.000% | |
4/22/2024 | PFG Investments LLC | 20,675 | $175K | 0.0% | N/A | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 13,405 | $113K | 0.0% | N/A | 0.000% | |
2/26/2024 | Virtu Financial LLC | 21,079 | $178K | 0.0% | N/A | 0.000% | |
2/9/2024 | D.A. Davidson & CO. | 25,475 | $215K | 0.0% | -15.2% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 250,269 | $2.13M | 0.9% | +53.0% | 0.000% | |
2/5/2024 | Andina Capital Management LLC | 29,934 | $253K | 0.2% | N/A | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 173,340 | $1.46M | 0.0% | +20.8% | 0.000% | |
1/29/2024 | Consolidated Portfolio Review Corp | 20,335 | $172K | 0.0% | +15.7% | 0.000% | |
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 |
1/24/2024 | International Assets Investment Management LLC | 22,953 | $194K | 0.0% | +771.1% | 0.000% | |
1/23/2024 | Semus Wealth Partners LLC | 75,682 | $639K | 0.5% | -9.6% | 0.000% | |
1/19/2024 | Armor Investment Advisors LLC | 38,527 | $325K | 0.2% | -17.2% | 0.000% | |
11/14/2023 | Synovus Financial Corp | 52,599 | $403K | 0.0% | +34.9% | 0.000% | |
11/13/2023 | Kestra Advisory Services LLC | 17,621 | $135K | 0.0% | -11.6% | 0.000% | |
11/8/2023 | D.A. Davidson & CO. | 30,054 | $231K | 0.0% | +5.7% | 0.000% | |
11/8/2023 | Janney Montgomery Scott LLC | 48,664 | $373K | 0.0% | +48.1% | 0.000% | |
11/8/2023 | Atria Wealth Solutions Inc. | 143,480 | $1.10M | 0.0% | +12.0% | 0.000% | |
11/8/2023 | Western Wealth Management LLC | 53,878 | $413K | 0.0% | -6.2% | 0.000% | |
11/2/2023 | Sonora Investment Management Group LLC | 25,065 | $192K | 0.0% | -48.3% | 0.000% | |