5/22/2025 | Rollins Financial Advisors LLC | 14,795 | $671K | 0.1% | +75.1% | 0.000% | |
5/22/2025 | BOS Asset Management LLC | 24,996 | $1.13M | 0.4% | +34.5% | 0.001% | |
5/22/2025 | WBI Investments LLC | 79,790 | $3.62M | 1.0% | +3.4% | 0.002% | |
5/22/2025 | Chelsea Counsel Co. | 9,250 | $420K | 0.2% | -69.6% | 0.000% | |
5/21/2025 | MBL Wealth LLC | 10,465 | $475K | 0.0% | -34.0% | 0.000% | |
5/21/2025 | Reliant Investment Partners LLC | 19,532 | $886K | 0.9% | -12.3% | 0.000% | |
5/21/2025 | McAdam LLC | 15,626 | $709K | 0.0% | -20.4% | 0.000% | |
5/21/2025 | Acadian Asset Management LLC | 8,504,920 | $385.75M | 1.1% | +301.2% | 0.202% | |
5/21/2025 | Geneos Wealth Management Inc. | 143,648 | $6.52M | 0.2% | -11.3% | 0.003% | |
5/21/2025 | IFM Investors Pty Ltd | 826,306 | $37.48M | 0.4% | -0.6% | 0.020% | |
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5/20/2025 | Fortis Capital Advisors LLC | 9,860 | $447K | 0.1% | N/A | 0.000% | |
5/20/2025 | Belpointe Asset Management LLC | 90,571 | $4.11M | 0.2% | -22.2% | 0.002% | |
5/20/2025 | Intech Investment Management LLC | 288,293 | $13.08M | 0.1% | +20.8% | 0.007% | |
5/20/2025 | Focus Partners Wealth | 795,931 | $36.10M | 0.1% | +4.7% | 0.019% | |
5/20/2025 | Integrity Alliance LLC. | 46,352 | $2.10M | 0.1% | N/A | 0.001% | |
5/20/2025 | Ransom Advisory Ltd | 16,338 | $741K | 0.4% | N/A | 0.000% | |
5/20/2025 | Anchor Investment Management LLC | 117,635 | $5.34M | 0.5% | +0.4% | 0.003% | |
5/20/2025 | Glenview Trust co | 99,583 | $4.52M | 0.1% | -16.4% | 0.002% | |
5/20/2025 | Ilmarinen Mutual Pension Insurance Co | 638,500 | $28.96M | 0.3% | +6.4% | 0.015% | |
5/20/2025 | Plato Investment Management Ltd | 121,473 | $5.57M | 0.5% | +9.8% | 0.003% | |
5/20/2025 | Security National Bank of Sioux City Iowa IA | 46,486 | $2.11M | 1.5% | +3.3% | 0.001% | |
5/19/2025 | SageView Advisory Group LLC | 36,315 | $1.65M | 0.1% | +1.0% | 0.001% | |
5/19/2025 | Advisory Alpha LLC | 19,359 | $878K | 0.0% | -6.5% | 0.000% | |
5/19/2025 | SCS Capital Management LLC | 9,789 | $444K | 0.0% | N/A | 0.000% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 41,993,829 | $1.90B | 0.5% | +8.0% | 0.996% | |
5/19/2025 | Palogic Value Management L.P. | 20,840 | $945K | 0.4% | -1.2% | 0.000% | |
5/16/2025 | Wilson & Boucher Capital Management LLC | 9,578 | $434K | 0.3% | -8.6% | 0.000% | |
5/16/2025 | Windsor Advisory Group LLC | 7,000 | $318K | 0.4% | -23.5% | 0.000% | |
5/16/2025 | Woodline Partners LP | 1,984,204 | $90.00M | 0.6% | +42.4% | 0.047% | |
5/16/2025 | Prostatis Group LLC | 30,987 | $1.41M | 0.4% | -18.5% | 0.001% | |
5/16/2025 | McIlrath & Eck LLC | 10,281 | $466K | 0.1% | -15.5% | 0.000% | |
5/16/2025 | Empowered Funds LLC | 642,368 | $29.14M | 0.4% | +46.7% | 0.015% | |
5/16/2025 | Logan Capital Management Inc. | 333,710 | $15.14M | 0.7% | +162.8% | 0.008% | |
5/16/2025 | Northeast Financial Consultants Inc | 13,357 | $606K | 0.0% | -4.3% | 0.000% | |
5/16/2025 | HFM Investment Advisors LLC | 951 | $43K | 0.0% | N/A | 0.000% | |
5/16/2025 | Faithward Advisors LLC | 12,408 | $563K | 0.1% | -8.9% | 0.000% | |
5/16/2025 | MBB Public Markets I LLC | 7,380 | $335K | 0.0% | N/A | 0.000% | |
5/16/2025 | Ascent Group LLC | 143,176 | $6.49M | 0.3% | -7.1% | 0.003% | |
5/16/2025 | Meiji Yasuda Life Insurance Co | 33,296 | $1.51M | 0.0% | -21.7% | 0.001% | |
5/16/2025 | Coppell Advisory Solutions LLC | 20,670 | $888K | 0.1% | +61.2% | 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 |
5/16/2025 | Meiji Yasuda Asset Management Co Ltd. | 658,069 | $29.85M | 1.2% | +186.0% | 0.016% | |
5/16/2025 | Arete Wealth Advisors LLC | 68,502 | $3.11M | 0.2% | +1.3% | 0.002% | |
5/16/2025 | Great Lakes Advisors LLC | 942,332 | $42.61M | 0.4% | -1.7% | 0.022% | |
5/16/2025 | Strait & Sound Wealth Management LLC | 7,783 | $353K | 0.2% | -69.6% | 0.000% | |
5/16/2025 | Caxton Associates LLP | 42,610 | $1.93M | 0.1% | N/A | 0.001% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 14,627 | $663K | 0.0% | -60.0% | 0.000% | |
5/16/2025 | Sciencast Management LP | 62,528 | $2.84M | 0.7% | -8.6% | 0.001% | |
5/16/2025 | Voleon Capital Management LP | 17,648 | $801K | 0.1% | -46.7% | 0.000% | |
5/16/2025 | Fred Alger Management LLC | 136,435 | $6.19M | 0.0% | +4.1% | 0.003% | |
5/16/2025 | Challenger Wealth Management | 7,450 | $338K | 0.3% | -24.5% | 0.000% | |
5/16/2025 | CTC Alternative Strategies Ltd. | 4,850 | $220K | 0.3% | -65.9% | 0.000% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 87,652 | $3.98M | 0.2% | +6.1% | 0.002% | |
5/16/2025 | Kestra Investment Management LLC | 176,531 | $8.01M | 0.3% | +121.8% | 0.004% | |
5/16/2025 | Resources Management Corp CT ADV | 75,159 | $3.41M | 0.5% | -5.5% | 0.002% | |
5/16/2025 | Cape Investment Advisory Inc. | 19,801 | $898K | 0.4% | +8.4% | 0.000% | |
5/16/2025 | Jones Financial Companies Lllp | 122,159 | $5.54M | 0.0% | -85.7% | 0.003% | |
5/16/2025 | Financial Strategies Group Inc. | 123,279 | $5.48M | 1.3% | -36.4% | 0.003% | |
5/16/2025 | Talon Private Wealth LLC | 6,840 | $310K | 0.0% | -28.8% | 0.000% | |
5/16/2025 | Teewinot Capital Advisers L.L.C. | 15,533 | $705K | 0.1% | N/A | 0.000% | |
5/16/2025 | U S Wealth Group LLC. | 53,827 | $2.44M | 1.9% | -1.1% | 0.001% | |
5/16/2025 | USS Investment Management Ltd | 676,346 | $30.68M | 0.2% | -56.2% | 0.016% | |
5/16/2025 | UniSuper Management Pty Ltd | 261,804 | $11.88M | 0.1% | +4.2% | 0.006% | |
5/16/2025 | Raab & Moskowitz Asset Management LLC | 68,632 | $3.11M | 0.8% | -1.6% | 0.002% | |
5/16/2025 | Redwood Financial Network Corp | 4,779 | $217K | 0.2% | N/A | 0.000% | |
5/16/2025 | Richwood Investment Advisors LLC | 15,650 | $710K | 0.6% | -4.0% | 0.000% | |
5/16/2025 | Pacific Center for Financial Services | 7,335 | $333K | 0.1% | -3.2% | 0.000% | |
5/16/2025 | PharVision Advisers LLC | 5,603 | $254K | 0.4% | -74.8% | 0.000% | |
5/16/2025 | Plancorp LLC | 22,489 | $1.02M | 0.0% | +3.5% | 0.001% | |
5/16/2025 | New England Asset Management Inc. | 196,795 | $8.93M | 1.4% | +9.1% | 0.005% | |
5/16/2025 | Nissay Asset Management Corp Japan ADV | 536,115 | $24.32M | 0.2% | +1.2% | 0.013% | |
5/16/2025 | National Wealth Management Group LLC | 10,209 | $463K | 0.3% | N/A | 0.000% | |
5/16/2025 | NewEdge Advisors LLC | 590,233 | $26.77M | 0.2% | -0.1% | 0.014% | |
5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,251,901 | $56.77M | 0.1% | +25.8% | 0.030% | |
5/16/2025 | Integrated Wealth Concepts LLC | 202,807 | $9.20M | 0.1% | +1.1% | 0.005% | |
5/16/2025 | Invenomic Capital Management LP | 510,403 | $23.15M | 1.2% | +79.3% | 0.012% | |
5/16/2025 | Jacobs Levy Equity Management Inc. | 1,871,556 | $84.89M | 0.3% | N/A | 0.044% | |
5/16/2025 | Gotham Asset Management LLC | 286,220 | $12.98M | 0.1% | +14.2% | 0.007% | |
5/16/2025 | Hancock Whitney Corp | 91,835 | $4.17M | 0.1% | +11.6% | 0.002% | |
5/16/2025 | DnB Asset Management AS | 1,266,255 | $57.44M | 0.3% | +3.2% | 0.030% | |
5/16/2025 | DoubleLine ETF Adviser LP | 84,280 | $3.82M | 1.3% | -3.4% | 0.002% | |
5/16/2025 | Edmond DE Rothschild Holding S.A. | 6,176,159 | $280.15M | 4.9% | +22.0% | 0.146% | |
5/16/2025 | Clark Capital Management Group Inc. | 1,121,097 | $50.85M | 0.4% | +17.3% | 0.027% | |
5/16/2025 | Curi RMB Capital LLC | 340,542 | $15.45M | 0.4% | +4.1% | 0.008% | |
5/16/2025 | Bridgeway Capital Management LLC | 420,817 | $19.09M | 0.5% | -9.3% | 0.010% | |
5/16/2025 | Beaird Harris Wealth Management LLC | 4,094 | $186K | 0.0% | -28.5% | 0.000% | |
5/16/2025 | Belmont Capital LLC | 2,500 | $113K | 0.0% | N/A | 0.000% | |
5/16/2025 | Banque Transatlantique SA | 9,035 | $379K | 0.0% | +912.9% | 0.000% | |
5/16/2025 | Alliancebernstein L.P. | 4,848,684 | $219.94M | 0.1% | -0.9% | 0.115% | |
5/16/2025 | AQR Capital Management LLC | 5,236,997 | $237.55M | 0.2% | +41.9% | 0.124% | |
5/16/2025 | Ariel Investments LLC | 1,425,207 | $64.65M | 0.8% | +5.4% | 0.034% | |
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 |
5/16/2025 | Advisors Asset Management Inc. | 1,310,135 | $59.43M | 1.1% | -0.2% | 0.031% | |
5/16/2025 | AlTi Global Inc. | 266,475 | $12.09M | 0.3% | +0.7% | 0.006% | |
5/16/2025 | Alyeska Investment Group L.P. | 3,806,548 | $172.67M | 0.7% | -57.4% | 0.090% | |
5/16/2025 | American Trust Investment Advisors LLC | 19,656 | $892K | 0.4% | +15.0% | 0.000% | |
5/16/2025 | Ancora Advisors LLC | 37,111 | $1.68M | 0.0% | -39.5% | 0.001% | |
5/16/2025 | Amundi | 20,536,305 | $936.51M | 0.3% | -18.6% | 0.487% | |
5/16/2025 | Aprio Wealth Management LLC | 14,206 | $644K | 0.1% | +11.3% | 0.000% | |
5/16/2025 | 1 North Wealth Services LLC | 631 | $29K | 0.0% | N/A | 0.000% | |
5/16/2025 | Adage Capital Partners GP L.L.C. | 4,025,697 | $182.61M | 0.3% | -6.1% | 0.095% | |
5/15/2025 | Promethium Advisors LLC | 9,400 | $426K | 0.3% | +56.7% | 0.000% | |