| 5/22/2025 | BOS Asset Management LLC | 130,012 | $5.94M | 2.0% | +14.7% | 0.032% | |
| 5/21/2025 | McAdam LLC | 22,610 | $1.03M | 0.1% | +93.3% | 0.006% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 3,610 | $165K | 0.0% | +63.1% | 0.001% | |
| 5/21/2025 | Schmidt P J Investment Management Inc. | 154,554 | $7.06M | 1.3% | +5.3% | 0.038% | |
| 5/20/2025 | Focus Partners Wealth | 1,660,567 | $75.81M | 0.2% | +2.9% | 0.410% | |
| 5/20/2025 | Integrity Alliance LLC. | 9,060 | $414K | 0.0% | N/A | 0.002% | |
| 5/19/2025 | Jane Street Group LLC | 1,260,488 | $57.54M | 0.0% | +8,037.4% | 0.311% | |
| 5/19/2025 | SageView Advisory Group LLC | 25,737 | $1.18M | 0.1% | -17.4% | 0.006% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 584,436 | $26.68M | 1.9% | +1.1% | 0.145% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 87,954 | $4.03M | 0.2% | +1.9% | 0.022% | |
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| 5/16/2025 | Kestra Investment Management LLC | 399,021 | $18.22M | 0.6% | -14.5% | 0.099% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 16,775 | $766K | 0.3% | -17.6% | 0.004% | |
| 5/16/2025 | Jones Financial Companies Lllp | 1,982 | $90K | 0.0% | -98.1% | 0.000% | |
| 5/16/2025 | Financial Strategies Group Inc. | 475,589 | $21.42M | 5.0% | N/A | 0.118% | |
| 5/16/2025 | NewEdge Advisors LLC | 611,380 | $27.91M | 0.2% | +8.3% | 0.152% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 462,778 | $21.13M | 0.2% | +28.6% | 0.115% | |
| 5/16/2025 | Gotham Asset Management LLC | 396,330 | $18.09M | 0.2% | +0.4% | 0.098% | |
| 5/16/2025 | Advisors Asset Management Inc. | 2,236 | $102K | 0.0% | -48.2% | 0.001% | |
| 5/16/2025 | Ancora Advisors LLC | 18,664 | $852K | 0.0% | -15.6% | 0.005% | |
| 5/16/2025 | Aprio Wealth Management LLC | 11,897 | $543K | 0.1% | +26.5% | 0.003% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 39,839 | $1.82M | 0.0% | +3,844.5% | 0.010% | |
| 5/15/2025 | EP Wealth Advisors LLC | 5,555 | $254K | 0.0% | -6.6% | 0.001% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 189,346 | $8.64M | 0.1% | +388.8% | 0.047% | |
| 5/15/2025 | Royal Bank of Canada | 3,584,225 | $163.62M | 0.0% | +6.2% | 0.889% | |
| 5/15/2025 | Betterment LLC | 94,904 | $4.33M | 0.0% | +60.6% | 0.024% | |
| 5/15/2025 | Insight Wealth Partners LLC | 187,361 | $8.55M | 1.4% | +1.6% | 0.046% | |
| 5/15/2025 | Titleist Asset Management LLC | 73,980 | $3.38M | 0.4% | +3.6% | 0.018% | |
| 5/15/2025 | Baird Financial Group Inc. | 424,559 | $19.38M | 0.0% | -22.8% | 0.105% | |
| 5/15/2025 | TD Capital Management LLC | 158,847 | $7.25M | 0.7% | +39.0% | 0.039% | |
| 5/15/2025 | Graney & King LLC | 46,767 | $2.14M | 1.6% | +12.7% | 0.012% | |
| 5/15/2025 | Clarity Asset Management Inc. | 1,364 | $62K | 0.0% | +285.3% | 0.000% | |
| 5/14/2025 | Triad Wealth Partners LLC | 367,874 | $16.79M | 5.2% | +5.1% | 0.091% | |
| 5/14/2025 | Valley Financial Group Inc. | 26,243 | $1.20M | 0.8% | -1.7% | 0.007% | |
| 5/14/2025 | CreativeOne Wealth LLC | 19,753 | $902K | 0.0% | -5.8% | 0.005% | |
| 5/14/2025 | Warwick Investment Management Inc. | 59,506 | $2.72M | 0.6% | +54.8% | 0.015% | |
| 5/14/2025 | Envision Financial Planning LLC | 85,797 | $3.92M | 2.0% | +4.2% | 0.021% | |
| 5/14/2025 | PKS Advisory Services LLC | 108,224 | $4.94M | 1.4% | +5.1% | 0.027% | |
| 5/14/2025 | Jane Street Group LLC | 1,260,488 | $57.54M | 0.0% | +8,037.4% | 0.313% | |
| 5/14/2025 | NCM Capital Management LLC | 33,261 | $1.52M | 0.7% | +295.4% | 0.008% | |
| 5/14/2025 | Apexium Financial LP | 12,039 | $552K | 0.0% | N/A | 0.003% | |
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| 5/14/2025 | Comerica Bank | 154,847 | $7.07M | 0.0% | -1.6% | 0.038% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 81,162,777 | $3.71B | 3.0% | +10.6% | 20.137% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 1,870,283 | $85.38M | 6.1% | +34.1% | 0.464% | |
| 5/14/2025 | Kestra Advisory Services LLC | 3,303,076 | $150.79M | 0.7% | +7.5% | 0.820% | |
| 5/14/2025 | Mccarter Private Wealth Services LLC | 94,783 | $4.33M | 2.8% | N/A | 0.024% | |
| 5/14/2025 | Compound Planning Inc. | 18,593 | $849K | 0.0% | N/A | 0.005% | |
| 5/14/2025 | Barnes Wealth Management Group Inc | 11,276 | $515K | 0.3% | +26.4% | 0.003% | |
| 5/14/2025 | CW Advisors LLC | 146,689 | $6.69M | 0.1% | +2,312.3% | 0.036% | |
| 5/14/2025 | Accredited Wealth Management LLC | 121,086 | $5.55M | 4.7% | +14.5% | 0.030% | |
| 5/14/2025 | TFB Advisors LLC | 66,454 | $3.03M | 0.9% | +24.7% | 0.016% | |
| 5/14/2025 | Capital Analysts LLC | 2,217,830 | $101.24M | 3.8% | +12.5% | 0.550% | |
| 5/14/2025 | Legacy Financial Advisors Inc. | 37,513 | $1.71M | 0.3% | -4.0% | 0.009% | |
| 5/14/2025 | RWA Wealth Partners LLC | 54,333 | $2.48M | 0.0% | +5.4% | 0.013% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 1,097,269 | $50.09M | 0.5% | +5.2% | 0.272% | |
| 5/13/2025 | Aviso Financial Inc. | 6,870 | $313K | 0.0% | -29.2% | 0.002% | |
| 5/13/2025 | Raymond James Financial Inc. | 4,636,975 | $211.68M | 0.1% | +5.9% | 1.150% | |
| 5/13/2025 | Schneider Downs Wealth Management Advisors LP | 197,126 | $9.00M | 1.6% | +14.7% | 0.049% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 2,479,022 | $113.17M | 2.7% | -5.2% | 0.615% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 24,302 | $1.11M | 0.1% | +5.0% | 0.006% | |
| 5/13/2025 | Watchman Group Inc. | 255,783 | $11.68M | 3.3% | +39.5% | 0.063% | |
| 5/13/2025 | Leigh Baldwin & CO. LLC | 49,654 | $2.27M | 1.8% | +32.9% | 0.012% | |
| 5/13/2025 | Horizon Investments LLC | 398,851 | $18.13M | 0.5% | -0.4% | 0.099% | |
| 5/13/2025 | Compass Advisory Group LLC | 11,428 | $524K | 0.2% | -8.1% | 0.003% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 230,450 | $10.52M | 0.3% | -5.9% | 0.057% | |
| 5/13/2025 | NFP Retirement Inc. | 589,752 | $26.92M | 2.1% | +6.9% | 0.146% | |
| 5/13/2025 | Bridgewealth Advisory Group LLC | 43,229 | $1.97M | 2.6% | -89.3% | 0.011% | |
| 5/13/2025 | Bright Financial Advisors Inc. | 26,323 | $1.20M | 0.7% | +13.3% | 0.007% | |
| 5/13/2025 | HighTower Advisors LLC | 1,734,196 | $79.17M | 0.1% | +1.6% | 0.430% | |
| 5/12/2025 | Cypress Capital Group | 4,440 | $203K | 0.0% | N/A | 0.001% | |
| 5/12/2025 | Linscomb Wealth Inc. | 233,170 | $10.64M | 0.5% | +14.0% | 0.058% | |
| 5/12/2025 | Cooper Financial Group | 205,594 | $9.39M | 1.2% | +58.4% | 0.051% | |
| 5/12/2025 | Berger Financial Group Inc | 34,901 | $1.59M | 0.1% | +2.2% | 0.009% | |
| 5/12/2025 | JPMorgan Chase & Co. | 10,231,902 | $467.09M | 0.0% | +42.2% | 2.539% | |
| 5/12/2025 | Townsquare Capital LLC | 14,906 | $680K | 0.0% | -39.7% | 0.004% | |
| 5/12/2025 | Summit Financial Strategies Inc. | 1,891,669 | $86.36M | 8.7% | +8.9% | 0.469% | |
| 5/12/2025 | Truepoint Inc. | 4,540 | $207K | 0.0% | N/A | 0.001% | |
| 5/12/2025 | Integrity Financial Corp WA | 19,342 | $887K | 0.5% | +12.0% | 0.005% | |
| 5/12/2025 | Savvy Advisors Inc. | 79,430 | $3.63M | 0.4% | +34.4% | 0.020% | |
| 5/12/2025 | LaSalle St. Investment Advisors LLC | 5,102 | $232K | 0.1% | N/A | 0.001% | |
| 5/12/2025 | WBH Advisory Inc. | 603,360 | $27.54M | 2.6% | +12.7% | 0.150% | |
| 5/9/2025 | Greykasell Wealth Strategies Inc. | 124,859 | $5.70M | 3.0% | +70.1% | 0.031% | |
| 5/9/2025 | Clear Investment Research LLC | 82,719 | $3.78M | 5.0% | +2.2% | 0.021% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 378,915 | $17.37M | 0.2% | +12.3% | 0.094% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 19,345 | $883K | 0.1% | -22.7% | 0.005% | |
| 5/9/2025 | Kickstand Ventures LLC. | 338,551 | $15.46M | 4.0% | +15.4% | 0.084% | |
| 5/9/2025 | Seelaus Asset Management LLC | 9,410 | $430K | 0.4% | +16.7% | 0.002% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 2,013 | $92K | 0.0% | N/A | 0.000% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 3,332,350 | $152.12M | 0.2% | +9.3% | 0.827% | |
| 5/9/2025 | Delta Financial Group Inc. | 70,305 | $3.20M | 0.7% | +7.3% | 0.017% | |
| 5/9/2025 | Liberty Wealth Management LLC | 42,580 | $1.94M | 0.0% | +1,375.4% | 0.011% | |
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 |
| 5/9/2025 | Beta Wealth Group Inc. | 60,142 | $2.75M | 1.0% | -88.0% | 0.015% | |
| 5/8/2025 | IFG Advisory LLC | 27,574 | $1.26M | 0.1% | +67.7% | 0.007% | |
| 5/8/2025 | Strategic Family Wealth Counselors L.L.C. | 8,677 | $396K | 0.1% | -41.1% | 0.002% | |
| 5/8/2025 | Baker Avenue Asset Management LP | 154,454 | $7.05M | 0.2% | +3.6% | 0.038% | |
| 5/8/2025 | Certified Advisory Corp | 404,011 | $18.44M | 2.1% | +1.7% | 0.100% | |
| 5/8/2025 | Nicolet Advisory Services LLC | 534,229 | $23.92M | 2.3% | -2.6% | 0.133% | |
| 5/8/2025 | Pasadena Private Wealth LLC | 283,679 | $12.95M | 2.5% | -0.4% | 0.070% | |
| 5/8/2025 | Harbour Investments Inc. | 344,757 | $15.74M | 0.4% | -18.1% | 0.086% | |
| 5/8/2025 | King Wealth Management Group | 22,373 | $1.02M | 0.2% | -6.5% | 0.006% | |
| 5/8/2025 | Hoxton Planning & Management LLC | 21,506 | $982K | 0.4% | N/A | 0.005% | |
