5/15/2025 | Focus Partners Advisor Solutions LLC | 10,929 | $505K | 0.0% | +61.7% | 0.240% | |
5/14/2025 | Comerica Bank | 16,024 | $740K | 0.0% | -7.6% | 0.352% | |
5/14/2025 | Laffer Tengler Investments Inc. | 20,012 | $925K | 0.2% | +48.5% | 0.440% | |
5/14/2025 | Partners Capital Investment Group LLP | 9,102 | $421K | 0.0% | +100.0% | 0.200% | |
5/14/2025 | Andina Capital Management LLC | 52,513 | $2.43M | 1.7% | -1.9% | 1.154% | |
5/12/2025 | Benjamin Edwards Inc. | 1,821,330 | $84.16M | 1.2% | +2.7% | 40.029% | |
5/7/2025 | LPL Financial LLC | 30,340 | $1.40M | 0.0% | +5.8% | 0.667% | |
5/7/2025 | Municipal Employees Retirement System of Michigan | 38,566 | $1.78M | 0.0% | -11.8% | 0.848% | |
5/6/2025 | Cetera Investment Advisers | 82,167 | $3.80M | 0.0% | +180.6% | 1.806% | |
5/6/2025 | Bank Julius Baer & Co. Ltd Zurich | 218,948 | $10.12M | 0.0% | +1.2% | 4.812% | |
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5/5/2025 | IFP Advisors Inc | 2,500 | $116K | 0.0% | -28.6% | 0.055% | |
5/2/2025 | Victory Capital Management Inc. | 321,500 | $14.86M | 0.0% | -2.7% | 7.066% | |
4/29/2025 | Envestnet Asset Management Inc. | 137,390 | $6.35M | 0.0% | +19.7% | 3.020% | |
4/29/2025 | Bank of New York Mellon Corp | 11,954 | $552K | 0.0% | -13.3% | 0.263% | |
4/28/2025 | Mutual Advisors LLC | 15,147 | $698K | 0.0% | -37.5% | 0.177% | |
4/28/2025 | Swmg LLC | 11,438 | $527K | 0.2% | -54.3% | 0.134% | |
4/17/2025 | Janney Montgomery Scott LLC | 68,861 | $3.18M | 0.0% | +30.7% | 0.805% | |
4/17/2025 | North Star Investment Management Corp. | 554 | $26K | 0.0% | N/A | 0.006% | |
4/15/2025 | Fiduciary Financial Group LLC | 12,639 | $568K | 0.1% | +6.0% | 0.148% | |
4/14/2025 | Farther Finance Advisors LLC | 21,147 | $975K | 0.0% | -11.0% | 0.247% | |
4/10/2025 | Heritage Family Offices LLP | 15,232 | $704K | 0.4% | +41.9% | 0.178% | |
4/9/2025 | NBC Securities Inc. | 1,382 | $63K | 0.0% | +138,100.0% | 0.016% | |
4/1/2025 | Confluence Investment Management LLC | 752,841 | $34.79M | 0.5% | +2.0% | 8.805% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 6,758 | $311K | 0.0% | -36.6% | 0.081% | |
2/17/2025 | Visionary Wealth Advisors | 45,125 | $2.08M | 0.1% | +4.9% | 0.540% | |
2/17/2025 | Cetera Investment Advisers | 29,281 | $1.35M | 0.0% | +8.7% | 0.351% | |
2/17/2025 | Bank of America Corp DE | 2,233 | $103K | 0.0% | -87.4% | 0.027% | |
2/17/2025 | Benjamin Edwards Inc. | 1,773,681 | $81.59M | 1.2% | -4.2% | 21.242% | |
2/17/2025 | Arrowroot Family Office LLC | 26,160 | $1.20M | 0.6% | +12.1% | 0.313% | |
2/14/2025 | Jane Street Group LLC | 20,636 | $949K | 0.0% | -72.6% | 0.247% | |
2/14/2025 | Stifel Financial Corp | 2,264,803 | $104.18M | 0.1% | -5.8% | 27.123% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 38,994 | $1.81M | 0.1% | -1.5% | 0.467% | |
2/13/2025 | Mariner LLC | 5,032 | $231K | 0.0% | N/A | 0.060% | |
2/13/2025 | Zuckerman Investment Group LLC | 15,205 | $705K | 0.1% | +6.3% | 0.182% | |
2/13/2025 | Envestnet Asset Management Inc. | 114,732 | $5.28M | 0.0% | +3.2% | 1.374% | |
2/12/2025 | Nottingham Advisors Inc. | 35,304 | $1.62M | 0.2% | +3.0% | 0.423% | |
2/12/2025 | JPMorgan Chase & Co. | 874 | $40K | 0.0% | N/A | 0.010% | |
2/11/2025 | LPL Financial LLC | 28,685 | $1.32M | 0.0% | -1.9% | 0.344% | |
2/10/2025 | Harbour Investments Inc. | 700 | $32K | 0.0% | -60.3% | 0.008% | |
2/10/2025 | Municipal Employees Retirement System of Michigan | 43,716 | $2.01M | 0.0% | +53.3% | 0.524% | |
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 |
2/10/2025 | Farther Finance Advisors LLC | 23,749 | $1.09M | 0.0% | -3.3% | 0.284% | |
2/7/2025 | Bank Julius Baer & Co. Ltd Zurich | 216,300 | $10.98M | 0.0% | +7.4% | 2.590% | |
2/6/2025 | Atria Investments Inc | 37,251 | $1.71M | 0.0% | -15.6% | 0.446% | |
2/6/2025 | Laffer Tengler Investments Inc. | 13,479 | $620K | 0.1% | +9.5% | 0.161% | |
2/6/2025 | Victory Capital Management Inc. | 330,500 | $15.20M | 0.0% | +3,205.0% | 3.958% | |
2/4/2025 | Bank of New York Mellon Corp | 13,783 | $634K | 0.0% | +30.2% | 0.165% | |
1/31/2025 | Partners Capital Investment Group LLP | 4,551 | $209K | 0.0% | -50.0% | 0.055% | |
1/23/2025 | Swmg LLC | 25,055 | $1.16M | 0.5% | -4.2% | 0.300% | |
1/23/2025 | RMR Capital Management LLC | 17,626 | $811K | 0.6% | N/A | 0.211% | |
1/21/2025 | Andina Capital Management LLC | 53,551 | $2.46M | 2.0% | +40.5% | 0.641% | |
1/17/2025 | Mutual Advisors LLC | 24,244 | $1.12M | 0.0% | +11.4% | 0.290% | |
1/17/2025 | Janney Montgomery Scott LLC | 52,704 | $2.42M | 0.0% | +17.5% | 0.631% | |
1/17/2025 | Sheets Smith Wealth Management | 11,490 | $529K | 0.1% | -8.0% | 0.138% | |
1/14/2025 | Heritage Family Offices LLP | 10,731 | $494K | 0.2% | +11.4% | 0.129% | |
1/14/2025 | Fiduciary Financial Group LLC | 11,919 | $547K | 0.1% | +18.1% | 0.143% | |
1/2/2025 | Confluence Investment Management LLC | 738,106 | $33.95M | 0.5% | -3.2% | 8.840% | |
11/15/2024 | Jane Street Group LLC | 75,419 | $3.57M | 0.0% | +80.9% | 0.903% | |
11/15/2024 | Stifel Financial Corp | 2,403,739 | $113.82M | 0.1% | -17.8% | 28.787% | |
11/15/2024 | Swmg LLC | 26,163 | $1.22M | 0.5% | -28.1% | 0.313% | |
11/15/2024 | Arrowroot Family Office LLC | 23,330 | $1.11M | 0.6% | +16.4% | 0.279% | |
11/15/2024 | Benjamin Edwards Inc. | 1,852,092 | $87.70M | 1.3% | +1,065.1% | 22.181% | |
11/14/2024 | WFA of San Diego LLC | 4,719 | $223K | 0.2% | +5.9% | 0.057% | |
11/4/2024 | Laffer Tengler Investments Inc. | 12,315 | $583K | 0.1% | -23.0% | 0.147% | |
11/1/2024 | Atria Investments Inc | 44,115 | $2.09M | 0.0% | -20.2% | 0.528% | |
10/31/2024 | Confluence Investment Management LLC | 762,116 | $36.09M | 0.5% | -17.0% | 9.127% | |
10/29/2024 | Confluence Wealth Services Inc. | 11,950 | $566K | 0.0% | -69.1% | 0.143% | |
10/29/2024 | Janney Montgomery Scott LLC | 44,836 | $2.12M | 0.0% | +83.6% | 0.537% | |
10/29/2024 | Farther Finance Advisors LLC | 24,554 | $1.16M | 0.0% | N/A | 0.294% | |
10/25/2024 | Andina Capital Management LLC | 38,123 | $1.81M | 1.4% | +26.8% | 0.457% | |
10/23/2024 | CENTRAL TRUST Co | 974 | $46K | 0.0% | N/A | 0.012% | |
10/16/2024 | Nottingham Advisors Inc. | 34,260 | $1.62M | 0.2% | +16.4% | 0.410% | |
10/16/2024 | Heritage Family Offices LLP | 9,630 | $456K | 0.2% | -4.0% | 0.115% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 39,582 | $1.87M | 0.1% | +3.5% | 0.474% | |
8/22/2024 | Cetera Investment Advisers | 32,924 | $1.52M | 0.0% | +5.0% | 0.394% | |
8/13/2024 | Benjamin Edwards Inc. | 158,964 | $7.32M | 1.4% | +3.8% | 1.904% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 2,013,076 | $92.64M | 1.6% | +11.0% | 24.109% | |
8/8/2024 | Envestnet Asset Management Inc. | 128,875 | $5.93M | 0.0% | +173.2% | 1.543% | |
8/3/2024 | Nottingham Advisors Inc. | 29,425 | $1.35M | 0.2% | +14.4% | 0.352% | |
7/31/2024 | Confluence Wealth Services Inc. | 38,630 | $1.78M | 0.1% | +130.3% | 0.463% | |
7/30/2024 | Heritage Family Offices LLP | 10,029 | $462K | 0.3% | N/A | 0.120% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 38,234 | $1.76M | 0.1% | N/A | 0.458% | |
7/18/2024 | Fiduciary Financial Group LLC | 10,018 | $466K | 0.1% | N/A | 0.120% | |
7/16/2024 | Andina Capital Management LLC | 30,076 | $1.38M | 1.0% | N/A | 0.360% | |
7/12/2024 | Columbus Macro LLC | 19,163 | $883K | 0.3% | -2.3% | 0.229% | |
7/1/2024 | Confluence Investment Management LLC | 918,439 | $42.27M | 0.6% | +13.9% | 10.999% | |
6/20/2024 | HM Payson & Co. | 42,208 | $1.95M | 0.0% | N/A | 0.505% | |
5/24/2024 | Cetera Advisors LLC | 9,940 | $460K | 0.0% | +32.8% | 0.119% | |
5/21/2024 | Atria Investments Inc | 53,152 | $2.46M | 0.0% | +44.8% | 0.637% | |
5/17/2024 | Comerica Bank | 22,567 | $1.04M | 0.0% | +76.4% | 0.270% | |
5/10/2024 | Tocqueville Asset Management L.P. | 8,600 | $398K | 0.0% | N/A | 0.103% | |
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 |
5/8/2024 | Sheets Smith Wealth Management | 12,511 | $579K | 0.1% | +5.0% | 0.154% | |
5/1/2024 | Janney Montgomery Scott LLC | 68,496 | $3.17M | 0.0% | +12.1% | 0.846% | |
4/29/2024 | Benjamin Edwards Inc. | 153,173 | $7.08M | 1.4% | +20.2% | 1.891% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 1,813,837 | $83.89M | 1.5% | +44.5% | 22.393% | |
4/22/2024 | Confluence Wealth Services Inc. | 16,774 | $776K | 0.1% | N/A | 0.207% | |
4/18/2024 | Steele Capital Management Inc. | 5,000 | $231K | 0.0% | +11.1% | 0.089% | |
4/13/2024 | Columbus Macro LLC | 19,613 | $907K | 0.3% | +2.7% | 0.350% | |
4/1/2024 | Confluence Investment Management LLC | 806,665 | $37.31M | 0.5% | N/A | 14.405% | |
2/14/2024 | Visionary Wealth Advisors | 29,833 | $1.37M | 0.1% | -13.2% | 0.533% | |
2/12/2024 | Partners Capital Investment Group LLP | 9,102 | $419K | 0.0% | N/A | 0.163% | |