| 8/25/2025 | BLVD Private Wealth LLC | 16,985 | $796K | 0.8% | N/A | 0.040% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 2,185 | $102K | 0.0% | -68.8% | 0.005% | |
| 8/15/2025 | Asset Allocation Strategies LLC | 127,926 | $6.00M | 1.2% | +24.9% | 0.302% | |
| 8/15/2025 | Captrust Financial Advisors | 85,430 | $4.01M | 0.0% | +150.9% | 0.201% | |
| 8/15/2025 | Snowden Capital Advisors LLC | 200,969 | $9.42M | 0.3% | +1.5% | 0.474% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 32,034 | $1.50M | 0.0% | -3.6% | 0.076% | |
| 8/15/2025 | MML Investors Services LLC | 200,907 | $9.42M | 0.0% | +15.7% | 0.474% | |
| 8/15/2025 | IHT Wealth Management LLC | 130,771 | $6.13M | 0.2% | +16.3% | 0.308% | |
| 8/15/2025 | Bank of America Corp DE | 1,070,063 | $50.18M | 0.0% | +45.7% | 2.524% | |
| 8/15/2025 | AQR Capital Management LLC | 98,980 | $4.64M | 0.0% | +15.3% | 0.233% | |
Get the Latest News and Ratings for GTO and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Invesco Total Return Bond ETF and its competitors with MarketBeat's FREE daily newsletter. |
| 8/14/2025 | Jane Street Group LLC | 28,506 | $1.34M | 0.0% | -75.8% | 0.067% | |
| 8/14/2025 | Ausdal Financial Partners Inc. | 4,554 | $214K | 0.0% | -45.8% | 0.011% | |
| 8/14/2025 | Raymond James Financial Inc. | 481,003 | $22.55M | 0.0% | +16.1% | 1.134% | |
| 8/14/2025 | HUB Investment Partners LLC | 36,452 | $1.71M | 0.1% | -13.9% | 0.086% | |
| 8/14/2025 | NewEdge Advisors LLC | 116,242 | $5.45M | 0.0% | -0.2% | 0.274% | |
| 8/14/2025 | Prestige Wealth Management Group LLC | 559 | $26K | 0.0% | -65.3% | 0.001% | |
| 8/14/2025 | Cerity Partners LLC | 58,790 | $2.74M | 0.0% | N/A | 0.139% | |
| 8/14/2025 | Daner Wealth Management LLC | 108,661 | $5.11M | 3.5% | N/A | 0.256% | |
| 8/13/2025 | Flow Traders U.S. LLC | 22,987 | $1.08M | 0.0% | +46.8% | 0.054% | |
| 8/13/2025 | GeoWealth Management LLC | 28,676 | $1.35M | 0.1% | -11.7% | 0.068% | |
| 8/13/2025 | Baird Financial Group Inc. | 643,497 | $30.17M | 0.1% | +7.4% | 1.518% | |
| 8/13/2025 | Invesco Ltd. | 2,411,115 | $113.06M | 0.0% | +2.6% | 5.687% | |
| 8/13/2025 | JT Stratford LLC | 25,414 | $1.19M | 0.2% | +1.1% | 0.060% | |
| 8/13/2025 | Elios Financial Group Inc. | 23,213 | $1.09M | 0.5% | +15.9% | 0.055% | |
| 8/13/2025 | IAG Wealth Partners LLC | 6,672 | $313K | 0.0% | -92.3% | 0.016% | |
| 8/13/2025 | Solutions 4 Wealth Ltd | 6,560 | $308K | 0.5% | N/A | 0.015% | |
| 8/13/2025 | VestGen Advisors LLC | 209,747 | $9.87M | 0.4% | +1.8% | 0.495% | |
| 8/13/2025 | Lido Advisors LLC | 42,117 | $1.98M | 0.0% | -8.5% | 0.099% | |
| 8/13/2025 | Level Four Advisory Services LLC | 4,476 | $210K | 0.0% | -14.5% | 0.011% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 28,877 | $1.35M | 0.0% | +13.8% | 0.068% | |
| 8/12/2025 | Richmond Investment Services LLC | 236,542 | $11.09M | 2.3% | +752.2% | 0.558% | |
| 8/12/2025 | Financial Advocates Investment Management | 12,986 | $609K | 0.0% | +15.4% | 0.031% | |
| 8/12/2025 | CreativeOne Wealth LLC | 7,549 | $354K | 0.0% | -16.3% | 0.018% | |
| 8/12/2025 | Journey Strategic Wealth LLC | 317,586 | $14.89M | 0.5% | +4.9% | 0.749% | |
| 8/12/2025 | JPMorgan Chase & Co. | 82,012 | $3.85M | 0.0% | -25.9% | 0.193% | |
| 8/12/2025 | Entropy Technologies LP | 33,501 | $1.57M | 0.1% | N/A | 0.079% | |
| 8/11/2025 | Alteri Wealth LLC | 6,748 | $316K | 0.1% | +15.8% | 0.016% | |
| 8/11/2025 | PAX Financial Group LLC | 32,882 | $1.54M | 0.3% | +1.4% | 0.078% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 96,902 | $4.54M | 0.0% | +6.5% | 0.229% | |
| 8/8/2025 | Cetera Investment Advisers | 414,325 | $19.43M | 0.0% | +4.2% | 0.978% | |
Tax Drain Deadline: Protect Your Wealth Before September 15th (Ad) On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed professionals, retirees, and high-net-worth savers.
But the wealthy aren’t just writing checks. They’re moving fast to protect capital and purchasing power using legal, IRS-compliant strategies.
American Alternative Assets just released the Mar-A-Lago Accord, a free guide revealing how to reduce Q3 tax exposure and reposition wealth before it’s drained. Click here to download the guide and protect your assets before Sept 15th. |
| 8/8/2025 | Good Life Advisors LLC | 260,620 | $12.22M | 0.8% | +16.0% | 0.615% | |
| 8/8/2025 | Petix & Botte Co | 351,101 | $16.46M | 4.0% | +17.2% | 0.829% | |
| 8/7/2025 | Verus Capital Partners LLC | 274,892 | $12.89M | 1.1% | +11.5% | 0.649% | |
| 8/7/2025 | Vise Technologies Inc. | 20,696 | $970K | 0.0% | N/A | 0.049% | |
| 8/7/2025 | PFG Advisors | 170,237 | $7.98M | 0.3% | +5.6% | 0.402% | |
| 8/7/2025 | Brio Consultants LLC | 1,013,133 | $47.51M | 6.9% | +4.0% | 2.392% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 103,340 | $4.85M | 0.1% | N/A | 0.244% | |
| 8/6/2025 | Destiny Capital Corp CO | 56,566 | $2.65M | 1.6% | -1.2% | 0.134% | |
| 8/6/2025 | Atlas Legacy Advisors LLC | 128,740 | $6.04M | 1.3% | +4.5% | 0.304% | |
| 8/6/2025 | Axim Planning & Wealth | 8,709 | $408K | 0.4% | N/A | 0.021% | |
| 8/5/2025 | American Capital Advisory LLC | 186,842 | $8.76M | 4.4% | +0.9% | 0.441% | |
| 8/5/2025 | Bank of New York Mellon Corp | 1,135,448 | $53.24M | 0.0% | +2.4% | 2.681% | |
| 8/5/2025 | Landmark Wealth Management Inc. | 25,411 | $1.19M | 0.5% | -81.1% | 0.060% | |
| 8/4/2025 | IFG Advisory LLC | 262,776 | $12.32M | 0.6% | -30.9% | 0.620% | |
| 8/4/2025 | Assetmark Inc. | 16,277 | $763K | 0.0% | +41.4% | 0.038% | |
| 8/4/2025 | Spire Wealth Management | 491,422 | $22.90M | 0.8% | -12.5% | 1.160% | |
| 8/4/2025 | Barnes Dennig Private Wealth Management LLC | 3,034 | $142K | 0.2% | N/A | 0.007% | |
| 8/4/2025 | World Investment Advisors | 218,389 | $10.24M | 0.2% | +10.6% | 0.516% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 37,049 | $1.74M | 0.1% | -9.1% | 0.087% | |
| 8/4/2025 | Northwest Financial Advisors | 52,342 | $2.45M | 3.4% | -23.5% | 0.124% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 2,829,210 | $132.66M | 0.0% | -3.4% | 6.681% | |
| 7/31/2025 | Schneider Downs Wealth Management Advisors LP | 9,385 | $440K | 0.1% | -50.9% | 0.022% | |
| 7/31/2025 | Insight Wealth Partners LLC | 102,875 | $4.82M | 1.9% | +1.6% | 0.243% | |
| 7/30/2025 | Brookstone Capital Management | 518,467 | $24.31M | 0.3% | +3.7% | 1.224% | |
| 7/30/2025 | Retirement Planning Group LLC | 33,023 | $1.55M | 0.1% | -4.6% | 0.078% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 5,952 | $279K | 0.0% | +4.4% | 0.014% | |
| 7/30/2025 | LGT Financial Advisors LLC | 823 | $39K | 0.1% | -27.6% | 0.002% | |
| 7/30/2025 | Bogart Wealth LLC | 6,348 | $298K | 0.0% | -10.6% | 0.015% | |
| 7/30/2025 | Drive Wealth Management LLC | 14,005 | $657K | 0.1% | N/A | 0.033% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 9,236 | $433K | 0.0% | -11.8% | 0.022% | |
| 7/29/2025 | Empirical Asset Management LLC | 7,408 | $347K | 0.1% | +20.8% | 0.017% | |
| 7/28/2025 | Harbour Investments Inc. | 1,352 | $63K | 0.0% | +49.7% | 0.003% | |
| 7/28/2025 | RFG Advisory LLC | 24,636 | $1.16M | 0.0% | -17.9% | 0.058% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 79,007 | $3.71M | 0.1% | +324.4% | 0.187% | |
| 7/25/2025 | Northwest Capital Management Inc | 913 | $43K | 0.0% | -34.7% | 0.002% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 205,582 | $9.64M | 0.0% | -0.3% | 0.485% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 110,188 | $5.17M | 1.5% | +49.4% | 0.260% | |
| 7/25/2025 | CWM LLC | 1,699,341 | $79.68M | 0.3% | +0.2% | 4.013% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 53,933 | $2.53M | 0.0% | +29.1% | 0.127% | |
| 7/24/2025 | Williams & Novak LLC | 4,513 | $212K | 0.2% | N/A | 0.011% | |
| 7/24/2025 | Acima Private Wealth LLC | 207,755 | $9.74M | 3.3% | -9.0% | 0.491% | |
| 7/24/2025 | IFP Advisors Inc | 68,699 | $3.22M | 0.1% | +157.0% | 0.162% | |
| 7/24/2025 | Mainstay Capital Management LLC ADV | 15,340 | $719K | 0.0% | +104.0% | 0.036% | |
| 7/22/2025 | Simplicity Wealth LLC | 78,672 | $3.69M | 0.2% | -52.8% | 0.186% | |
| 7/22/2025 | USAdvisors Wealth Management LLC | 99,891 | $4.68M | 1.7% | +14.8% | 0.236% | |
| 7/21/2025 | Ashton Thomas Securities LLC | 102,590 | $4.81M | 1.2% | +55.5% | 0.243% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 7,649 | $359K | 0.0% | +15.5% | 0.018% | |
| 7/18/2025 | Cooper Financial Group | 60,421 | $2.83M | 0.3% | -10.5% | 0.143% | |
| 7/18/2025 | Truist Financial Corp | 14,062 | $659K | 0.0% | -92.4% | 0.033% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 21,206 | $994K | 0.0% | +38.5% | 0.050% | |
A New Way to Double Your Retirement Income? (Ad) Bloomberg reports that a new class of investments is “entering a golden era,” with yields fueling a retail boom. For retirees, that could mean a way to generate reliable monthly income—without the outdated 4% withdrawal rule, risky trading, or high-fee annuities.
If you’re ready to stop worrying about money running out and start enjoying the freedom to cover expenses, treat loved ones, and live life on your terms, this may be exactly what you’ve been waiting for. Click here to see how to turn your savings into a monthly income machine. |
| 7/17/2025 | Financial Designs Corp | 16,673 | $782K | 0.5% | -4.9% | 0.040% | |
| 7/17/2025 | KWB Wealth | 770,147 | $36.14M | 4.1% | -1.2% | 1.825% | |
| 7/16/2025 | BOS Asset Management LLC | 124,986 | $5.86M | 1.9% | +0.5% | 0.296% | |
| 7/16/2025 | Perigon Wealth Management LLC | 12,175 | $571K | 0.0% | +3.5% | 0.029% | |
| 7/15/2025 | Beacon Financial Planning Inc. | 198,553 | $9.31M | 5.2% | -6.2% | 0.471% | |
| 7/15/2025 | Aspire Capital Advisors LLC | 10,843 | $508K | 0.1% | +144.3% | 0.026% | |
| 7/15/2025 | RTD Financial Advisors Inc. | 843,410 | $39.55M | 5.1% | -1.0% | 1.999% | |
| 7/14/2025 | Mechanics Bank Trust Department | 69,541 | $3.26M | 0.5% | -8.3% | 0.165% | |
| 7/14/2025 | Rooted Wealth Advisors Inc. | 264,347 | $12.32M | 4.3% | +6.3% | 0.626% | |
| 7/14/2025 | Park Avenue Securities LLC | 41,025 | $1.92M | 0.0% | +14.6% | 0.097% | |
MarketBeat All Access