| 5/19/2025 | Jane Street Group LLC | 24,850 | $715K | 0.0% | N/A | 2.301% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 25,587 | $737K | 0.0% | N/A | 2.369% | |
| 5/16/2025 | NewEdge Advisors LLC | 6,533 | $188K | 0.0% | +6.4% | 0.605% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 10,150 | $292K | 0.0% | N/A | 0.940% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 341,409 | $9.83M | 0.3% | N/A | 31.612% | |
| 5/13/2025 | HighTower Advisors LLC | 27,537 | $793K | 0.0% | N/A | 2.550% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 26,868 | $768K | 0.1% | +62.1% | 2.488% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 24,753 | $713K | 0.0% | +9.7% | 2.292% | |
| 5/7/2025 | LPL Financial LLC | 573,364 | $16.51M | 0.0% | +17.7% | 53.089% | |
| 5/7/2025 | Semus Wealth Partners LLC | 59,926 | $1.73M | 1.2% | +26.0% | 5.549% | |
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| 5/6/2025 | Assetmark Inc. | 157,900 | $4.55M | 0.0% | -3.3% | 14.620% | |
| 5/6/2025 | ShoreHaven Wealth Partners LLC | 13,080 | $377K | 0.2% | -35.5% | 1.211% | |
| 5/6/2025 | Cetera Investment Advisers | 262,582 | $7.56M | 0.0% | +15.1% | 24.313% | |
| 5/6/2025 | Quadrant Private Wealth Management LLC | 12,384 | $357K | 0.1% | +12.0% | 1.147% | |
| 5/5/2025 | Willner & Heller LLC | 10,260 | $295K | 0.3% | +34.8% | 0.950% | |
| 4/30/2025 | Synergy Investment Management LLC | 6,293 | $181K | 0.1% | +22.2% | 0.583% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 258,237 | $7.44M | 0.2% | +7.3% | 23.911% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 912,457 | $26.27M | 0.0% | +15.2% | 84.487% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 8,484 | $244K | 0.0% | N/A | 0.786% | |
| 4/28/2025 | Detalus Advisors LLC | 11,802 | $340K | 0.1% | +57.2% | 1.093% | |
| 4/25/2025 | WJ Wealth Management LLC | 7,400 | $213K | 0.1% | N/A | 0.685% | |
| 4/24/2025 | Confluence Wealth Services Inc. | 38,030 | $1.04M | 0.1% | N/A | 3.521% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 24,219 | $697K | 0.0% | N/A | 2.243% | |
| 4/23/2025 | Cornerstone Wealth Group LLC | 7,348 | $212K | 0.0% | N/A | 0.680% | |
| 4/23/2025 | Sheets Smith Wealth Management | 44,161 | $1.27M | 0.2% | +143.4% | 4.089% | |
| 4/23/2025 | Embree Financial Group | 16,205 | $467K | 0.1% | N/A | 1.500% | |
| 4/22/2025 | Madison Wealth Partners Inc | 7,802 | $225K | 0.1% | N/A | 0.722% | |
| 4/21/2025 | United Advisor Group LLC | 59,453 | $1.71M | 0.4% | +3.0% | 5.505% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 95,047 | $2.74M | 0.0% | +5.8% | 8.801% | |
| 4/15/2025 | Kelly Financial Services LLC | 33,402 | $962K | 0.3% | +18.3% | 3.093% | |
| 4/15/2025 | Integrated Advisors Network LLC | 56,657 | $1.63M | 0.1% | N/A | 5.246% | |
| 4/14/2025 | Park Avenue Securities LLC | 44,846 | $1.29M | 0.0% | +7.7% | 4.152% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 162,659 | $4.68M | 0.6% | +26.4% | 15.061% | |
| 4/10/2025 | Beacon Financial Group | 44,091 | $1.27M | 0.1% | -7.7% | 4.083% | |
| 4/10/2025 | EWG Elevate Inc. | 670,262 | $19.30M | 7.2% | +3.0% | 62.061% | |
| 4/9/2025 | SigFig Wealth Management LLC | 8,268 | $237K | 0.0% | +21.7% | 0.766% | |
| 2/24/2025 | United Advisor Group LLC | 57,703 | $1.75M | 0.3% | N/A | 5.343% | |
| 2/19/2025 | Invst LLC | 12,446 | $376K | 0.0% | N/A | 1.152% | |
| 2/18/2025 | Wick Capital Partners LLC | 6,916 | $209K | 0.1% | N/A | 0.640% | |
| 2/17/2025 | Colonial Trust Co SC | 8,265 | $250K | 0.0% | N/A | 0.765% | |
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| 2/17/2025 | Cetera Investment Advisers | 228,130 | $6.90M | 0.0% | N/A | 21.123% | |
| 2/17/2025 | Ameriprise Financial Inc. | 474,210 | $14.29M | 0.0% | N/A | 43.908% | |
| 2/14/2025 | LGT Financial Advisors LLC | 1,966 | $59K | 0.1% | N/A | 0.182% | |
| 2/14/2025 | Comerica Bank | 2,461 | $74K | 0.0% | N/A | 0.228% | |
| 2/14/2025 | Johnson Financial Group Inc. | 1,500 | $46K | 0.0% | N/A | 0.139% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 10,407 | $315K | 0.0% | -39.0% | 0.964% | |
| 2/14/2025 | MML Investors Services LLC | 61,460 | $1.86M | 0.0% | N/A | 5.691% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 13,264 | $413K | 0.0% | N/A | 1.228% | |
| 2/13/2025 | NewEdge Advisors LLC | 6,139 | $186K | 0.0% | N/A | 0.568% | |
| 2/13/2025 | Maxwell Wealth Strategies Inc. | 14,355 | $434K | 0.2% | N/A | 1.329% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 792,324 | $23.97M | 0.0% | +5,590.3% | 73.363% | |
| 2/12/2025 | OLD Mission Capital LLC | 9,113 | $276K | 0.0% | N/A | 0.844% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 6,687 | $202K | 0.0% | N/A | 0.619% | |
| 2/12/2025 | JPMorgan Chase & Co. | 159,065 | $4.81M | 0.0% | N/A | 14.728% | |
| 2/11/2025 | LPL Financial LLC | 487,257 | $14.74M | 0.0% | N/A | 45.116% | |
| 2/11/2025 | SigFig Wealth Management LLC | 6,791 | $206K | 0.0% | N/A | 0.629% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 89,848 | $2.72M | 0.0% | N/A | 8.319% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 190,536 | $5.76M | 0.0% | N/A | 17.642% | |
| 2/7/2025 | Summit X LLC | 10,196 | $308K | 0.1% | N/A | 0.944% | |
| 2/6/2025 | Assetmark Inc. | 163,240 | $4.94M | 0.0% | N/A | 15.115% | |
| 2/6/2025 | Triad Wealth Partners LLC | 9,536 | $288K | 0.1% | N/A | 0.883% | |
| 2/6/2025 | Synergy Investment Management LLC | 5,150 | $156K | 0.1% | N/A | 0.477% | |
| 2/6/2025 | Detalus Advisors LLC | 7,508 | $227K | 0.1% | N/A | 0.695% | |
| 2/3/2025 | First Horizon Advisors Inc. | 1,014 | $31K | 0.0% | N/A | 0.094% | |
| 1/31/2025 | Global Retirement Partners LLC | 1,251 | $38K | 0.0% | N/A | 0.116% | |
| 1/31/2025 | Semus Wealth Partners LLC | 47,569 | $1.44M | 1.0% | +62.7% | 4.405% | |
| 1/31/2025 | 3EDGE Asset Management LP | 51,251 | $1.55M | 0.1% | -58.4% | 4.745% | |
| 1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 16,575 | $501K | 0.0% | N/A | 1.535% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 22,555 | $682K | 0.0% | N/A | 2.088% | |
| 1/31/2025 | Sanctuary Advisors LLC | 59,455 | $1.84M | 0.0% | +120.9% | 5.505% | |
| 1/30/2025 | Quadrant Private Wealth Management LLC | 11,062 | $335K | 0.1% | N/A | 1.024% | |
| 1/30/2025 | ShoreHaven Wealth Partners LLC | 20,294 | $614K | 0.3% | N/A | 1.879% | |
| 1/29/2025 | Beacon Financial Group | 47,769 | $1.45M | 0.2% | N/A | 4.423% | |
| 1/24/2025 | JB Capital LLC | 21,599 | $653K | 0.0% | N/A | 2.000% | |
| 1/24/2025 | U.S. Capital Wealth Advisors LLC | 240,746 | $7.28M | 0.2% | +303.5% | 22.291% | |
| 1/22/2025 | Patriot Financial Group Insurance Agency LLC | 128,638 | $3.89M | 0.5% | +43.8% | 11.911% | |
| 1/17/2025 | Sheets Smith Wealth Management | 18,145 | $549K | 0.1% | +27.3% | 1.680% | |
| 1/16/2025 | Willner & Heller LLC | 7,611 | $230K | 0.2% | N/A | 0.705% | |
| 1/16/2025 | Kelly Financial Services LLC | 28,240 | $854K | 0.3% | N/A | 2.615% | |
| 1/14/2025 | Park Avenue Securities LLC | 41,623 | $1.26M | 0.0% | N/A | 3.854% | |
| 1/13/2025 | EWG Elevate Inc. | 650,652 | $19.68M | 6.0% | +50.5% | 60.246% | |
| 11/25/2024 | Sanctuary Advisors LLC | 26,920 | $837K | 0.0% | N/A | 2.493% | |
| 11/15/2024 | Jane Street Group LLC | 9,748 | $296K | 0.0% | N/A | 0.903% | |
| 11/7/2024 | Semus Wealth Partners LLC | 29,241 | $888K | 0.6% | +141.4% | 2.708% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 17,063 | $518K | 0.0% | +2.0% | 1.580% | |
| 11/1/2024 | Sheets Smith Wealth Management | 14,253 | $433K | 0.1% | N/A | 1.320% | |
| 10/24/2024 | Patriot Financial Group Insurance Agency LLC | 89,487 | $2.72M | 0.4% | N/A | 8.286% | |
| 10/7/2024 | EWG Elevate Inc. | 432,353 | $13.13M | 5.3% | -1.5% | 40.033% | |
| 7/31/2024 | Semus Wealth Partners LLC | 12,112 | $358K | 0.3% | N/A | 1.121% | |
| 7/16/2024 | EWG Elevate Inc. | 438,908 | $12.98M | 4.7% | N/A | 40.640% | |
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 |
| 7/11/2024 | U.S. Capital Wealth Advisors LLC | 11,237 | $332K | 0.0% | N/A | 1.040% | |
| 7/10/2024 | Fortitude Family Office LLC | 2,807 | $83K | 0.0% | N/A | 0.260% | |
