| 5/21/2025 | Geneos Wealth Management Inc. | 2,354 | $106K | 0.0% | +508.3% | 0.017% | |
| 5/20/2025 | Focus Partners Wealth | 1,823,354 | $82.14M | 0.2% | +303.0% | 13.506% | |
| 5/19/2025 | Jane Street Group LLC | 38,309 | $1.73M | 0.0% | +249.2% | 0.284% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 2,924 | $132K | 0.1% | -14.0% | 0.022% | |
| 5/16/2025 | Jones Financial Companies Lllp | 37,257 | $1.68M | 0.0% | +815.0% | 0.276% | |
| 5/15/2025 | Royal Bank of Canada | 43,490 | $1.96M | 0.0% | -4.8% | 0.322% | |
| 5/14/2025 | CreativeOne Wealth LLC | 13,777 | $621K | 0.0% | +8.3% | 0.102% | |
| 5/14/2025 | Comerica Bank | 5,075 | $229K | 0.0% | +20.4% | 0.038% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 2,373 | $107K | 0.0% | +23.2% | 0.018% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 465,332 | $20.96M | 0.0% | +6.0% | 3.447% | |
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| 5/14/2025 | Phoenix Wealth Advisors | 26,367 | $1.19M | 0.5% | -25.2% | 0.195% | |
| 5/14/2025 | CW Advisors LLC | 4,870 | $219K | 0.0% | N/A | 0.036% | |
| 5/14/2025 | Flow Traders U.S. LLC | 17,093 | $770K | 0.0% | N/A | 0.127% | |
| 5/13/2025 | Raymond James Financial Inc. | 117,214 | $5.28M | 0.0% | +1.1% | 0.868% | |
| 5/12/2025 | Beam Wealth Advisors Inc. | 36,500 | $1.64M | 0.6% | +21.8% | 0.270% | |
| 5/9/2025 | Ritter Daniher Financial Advisory LLC DE | 3,054 | $138K | 0.0% | -7.8% | 0.023% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 6,637 | $299K | 0.0% | -8.3% | 0.049% | |
| 5/8/2025 | Certified Advisory Corp | 73,038 | $3.29M | 0.4% | -1.9% | 0.541% | |
| 5/8/2025 | Harbour Investments Inc. | 3,777 | $170K | 0.0% | +18.6% | 0.028% | |
| 5/7/2025 | Creekside Partners | 20,205 | $910K | 0.5% | -4.9% | 0.150% | |
| 5/7/2025 | LPL Financial LLC | 396,814 | $17.88M | 0.0% | +2.0% | 2.939% | |
| 5/6/2025 | Cetera Investment Advisers | 31,501 | $1.42M | 0.0% | +1.1% | 0.233% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 398,979 | $17.97M | 0.1% | +1.1% | 2.955% | |
| 5/6/2025 | Atria Investments Inc | 283,155 | $12.76M | 0.2% | +1.3% | 2.097% | |
| 5/6/2025 | NorthStar Asset Management LLC NJ | 86,679 | $3.91M | 1.2% | +7.1% | 0.642% | |
| 5/6/2025 | Opes Wealth Management LLC | 118,200 | $5.33M | 1.1% | +13.2% | 0.876% | |
| 5/2/2025 | Montis Financial LLC | 5,327 | $240K | 0.1% | -16.8% | 0.037% | |
| 5/1/2025 | Key Financial Inc | 18,083 | $815K | 0.2% | +20.6% | 0.126% | |
| 5/1/2025 | LRI Investments LLC | 46,497 | $2.10M | 0.2% | -4.3% | 0.324% | |
| 5/1/2025 | CWM LLC | 292,644 | $13.18M | 0.1% | +79.5% | 2.039% | |
| 4/30/2025 | Black Diamond Financial LLC | 143,342 | $6.46M | 1.0% | -4.6% | 0.999% | |
| 4/29/2025 | TD Private Client Wealth LLC | 7,019 | $316K | 0.0% | -57.5% | 0.049% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 23,865 | $1.08M | 0.0% | -28.1% | 0.166% | |
| 4/25/2025 | Mather Group LLC. | 886 | $40K | 0.0% | N/A | 0.006% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 26,041 | $1.17M | 0.1% | -3.0% | 0.181% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 29,508 | $1.33M | 0.1% | +1.2% | 0.206% | |
| 4/22/2025 | Rodgers & Associates LTD | 31,288 | $1.41M | 0.2% | +1.3% | 0.218% | |
| 4/22/2025 | Madison Wealth Partners Inc | 7,137 | $322K | 0.1% | -9.0% | 0.050% | |
| 4/22/2025 | Veridan Wealth LLC | 29,689 | $1.34M | 0.6% | +11.4% | 0.207% | |
| 4/21/2025 | Shelton Wealth Management LLC | 21,878 | $986K | 0.5% | -7.1% | 0.152% | |
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| 4/21/2025 | Avior Wealth Management LLC | 10,238 | $461K | 0.0% | -12.5% | 0.071% | |
| 4/21/2025 | Jim Saulnier & Associates LLC | 5,366 | $242K | 0.2% | +5.0% | 0.037% | |
| 4/21/2025 | PSI Advisors LLC | 982 | $44K | 0.0% | N/A | 0.007% | |
| 4/16/2025 | Opal Wealth Advisors LLC | 3,146 | $142K | 0.0% | N/A | 0.022% | |
| 4/16/2025 | IAG Wealth Partners LLC | 74,902 | $3.37M | 0.5% | +5.0% | 0.522% | |
| 4/16/2025 | Steele Capital Management Inc. | 165,300 | $7.45M | 0.4% | -0.3% | 1.152% | |
| 4/15/2025 | Ipsen Advisor Group LLC | 108,898 | $4.91M | 4.2% | +1.8% | 0.759% | |
| 4/14/2025 | Farther Finance Advisors LLC | 4,916 | $222K | 0.0% | +70,128.6% | 0.034% | |
| 4/10/2025 | Matrix Trust Co | 165,300 | $7.45M | 1.3% | -0.3% | 1.140% | |
| 4/9/2025 | Merit Financial Group LLC | 4,939 | $222K | 0.0% | -32.1% | 0.034% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 4,112 | $203K | 0.0% | -5.7% | 0.031% | |
| 2/17/2025 | Focus Partners Wealth | 452,482 | $22.38M | 0.1% | +1.8% | 3.724% | |
| 2/17/2025 | Cetera Investment Advisers | 31,145 | $1.54M | 0.0% | +11.0% | 0.256% | |
| 2/17/2025 | Captrust Financial Advisors | 5,649 | $279K | 0.0% | +6.3% | 0.046% | |
| 2/17/2025 | Bank of America Corp DE | 412,775 | $20.42M | 0.0% | +6.4% | 3.397% | |
| 2/17/2025 | Benjamin Edwards Inc. | 4,808 | $238K | 0.0% | N/A | 0.040% | |
| 2/17/2025 | Ameriprise Financial Inc. | 108,275 | $5.36M | 0.0% | +22.3% | 0.891% | |
| 2/14/2025 | Gallagher Fiduciary Advisors LLC | 281,596 | $13.93M | 2.7% | -11.8% | 2.318% | |
| 2/14/2025 | Jane Street Group LLC | 10,972 | $543K | 0.0% | N/A | 0.090% | |
| 2/14/2025 | Lido Advisors LLC | 11,041 | $546K | 0.0% | N/A | 0.091% | |
| 2/14/2025 | MML Investors Services LLC | 81,479 | $4.03M | 0.0% | -0.8% | 0.671% | |
| 2/13/2025 | NewEdge Advisors LLC | 18,673 | $924K | 0.0% | +146.0% | 0.154% | |
| 2/13/2025 | CreativeOne Wealth LLC | 12,726 | $629K | 0.0% | -3.2% | 0.105% | |
| 2/13/2025 | Mariner LLC | 60,289 | $2.98M | 0.0% | +0.5% | 0.496% | |
| 2/13/2025 | Raymond James Financial Inc. | 115,954 | $5.74M | 0.0% | N/A | 0.954% | |
| 2/13/2025 | Advisory Services Network LLC | 4,251 | $210K | 0.0% | N/A | 0.035% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 33,202 | $1.64M | 0.0% | -0.8% | 0.273% | |
| 2/13/2025 | Perennial Investment Advisors LLC | 19,870 | $983K | 0.1% | +7.5% | 0.164% | |
| 2/13/2025 | Wells Fargo & Company MN | 165,142 | $8.17M | 0.0% | -1.9% | 1.359% | |
| 2/12/2025 | Physician Wealth Advisors Inc. | 985 | $49K | 0.0% | N/A | 0.008% | |
| 2/12/2025 | JPMorgan Chase & Co. | 1,087,416 | $53.78M | 0.0% | +0.3% | 8.950% | |
| 2/12/2025 | Ipsen Advisor Group LLC | 107,024 | $5.29M | 4.5% | N/A | 0.881% | |
| 2/11/2025 | LPL Financial LLC | 388,941 | $19.24M | 0.0% | +9.6% | 3.201% | |
| 2/11/2025 | Millstone Evans Group LLC | 750 | $37K | 0.0% | N/A | 0.006% | |
| 2/11/2025 | TD Private Client Wealth LLC | 16,509 | $817K | 0.0% | +13.1% | 0.136% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 26,833 | $1.33M | 0.1% | +356.0% | 0.221% | |
| 2/10/2025 | Harbour Investments Inc. | 3,185 | $158K | 0.0% | +40.3% | 0.026% | |
| 2/10/2025 | Corient Private Wealth LLC | 12,431 | $615K | 0.0% | -39.6% | 0.102% | |
| 2/10/2025 | Montis Financial LLC | 6,405 | $317K | 0.1% | N/A | 0.053% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 78,135 | $3.87M | 0.0% | +1.1% | 0.643% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 394,518 | $19.51M | 0.1% | +4.3% | 3.247% | |
| 2/7/2025 | HighTower Advisors LLC | 44,442 | $2.20M | 0.0% | +0.8% | 0.366% | |
| 2/7/2025 | Beam Wealth Advisors Inc. | 29,978 | $1.48M | 0.5% | +2.7% | 0.247% | |
| 2/6/2025 | Raymond James Financial Inc. | 115,954 | $5.74M | 0.0% | N/A | 0.954% | |
| 2/6/2025 | Atria Investments Inc | 279,454 | $13.82M | 0.2% | -12.0% | 2.300% | |
| 2/6/2025 | Synergy Investment Management LLC | 1,416 | $70K | 0.0% | N/A | 0.012% | |
| 2/6/2025 | Jones Financial Companies Lllp | 4,072 | $201K | 0.0% | +34.3% | 0.034% | |
| 2/5/2025 | Veridan Wealth LLC | 26,652 | $1.36M | 0.6% | N/A | 0.219% | |
| 2/4/2025 | Synergy Financial Group LTD | 7,192 | $356K | 0.3% | N/A | 0.059% | |
| 2/4/2025 | Black Diamond Financial LLC | 150,248 | $7.43M | 1.1% | +5.5% | 1.237% | |
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 |
| 2/3/2025 | Private Advisor Group LLC | 21,653 | $1.07M | 0.0% | +2.5% | 0.178% | |
| 1/31/2025 | Global Retirement Partners LLC | 12,333 | $610K | 0.0% | -5.5% | 0.102% | |
| 1/31/2025 | Steele Capital Management Inc. | 165,751 | $8.20M | 0.4% | -0.4% | 1.364% | |
| 1/31/2025 | Key Financial Inc | 14,996 | $742K | 0.2% | +11.9% | 0.123% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 7,236 | $358K | 0.0% | N/A | 0.060% | |
| 1/30/2025 | Valmark Advisers Inc. | 7,982 | $395K | 0.0% | -51.1% | 0.066% | |
| 1/30/2025 | Principal Securities Inc. | 8,923 | $441K | 0.0% | +36.9% | 0.073% | |
| 1/29/2025 | Savant Capital LLC | 6,228 | $308K | 0.0% | -50.0% | 0.051% | |
| 1/28/2025 | Gilliland Jeter Wealth Management LLC | 9,978 | $494K | 0.2% | +7.8% | 0.082% | |
| 1/23/2025 | NorthStar Asset Management LLC NJ | 80,954 | $4.00M | 1.2% | +4.2% | 0.666% | |
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