8/27/2025 | Orion Porfolio Solutions LLC | 3,497 | $208K | 0.0% | N/A | 0.006% | |
8/26/2025 | Thrivent Financial for Lutherans | 27,088 | $1.61M | 0.0% | -38.8% | 0.049% | |
8/19/2025 | Advisory Services Network LLC | 31,062 | $1.87M | 0.0% | +21.4% | 0.056% | |
8/18/2025 | 1248 Management LLC | 37,078 | $2.20M | 0.8% | +33.3% | 0.067% | |
8/15/2025 | Tower Research Capital LLC TRC | 73,430 | $4.36M | 0.1% | +4,828.2% | 0.133% | |
8/15/2025 | Corient Private Wealth LLC | 16,810 | $998K | 0.0% | +64.8% | 0.030% | |
8/15/2025 | Captrust Financial Advisors | 28,449 | $1.69M | 0.0% | -12.3% | 0.052% | |
8/15/2025 | Two Sigma Securities LLC | 19,803 | $1.18M | 0.1% | N/A | 0.036% | |
8/15/2025 | Snowden Capital Advisors LLC | 10,340 | $614K | 0.0% | -43.0% | 0.019% | |
8/15/2025 | Riggs Asset Managment Co. Inc. | 836 | $50K | 0.0% | -98.9% | 0.002% | |
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8/15/2025 | Orion Porfolio Solutions LLC | 3,497 | $208K | 0.0% | N/A | 0.006% | |
8/15/2025 | MML Investors Services LLC | 30,269 | $1.80M | 0.0% | -5.1% | 0.055% | |
8/15/2025 | Man Group plc | 48,681 | $2.89M | 0.0% | -607.1% | 0.088% | |
8/15/2025 | Michelson Medical Research Foundation Inc. | 63,510 | $3.77M | 3.6% | -17.6% | 0.115% | |
8/15/2025 | HRT Financial LP | 48,834 | $2.90M | 0.0% | N/A | 0.089% | |
8/15/2025 | IHT Wealth Management LLC | 8,103 | $481K | 0.0% | -33.9% | 0.015% | |
8/15/2025 | Group One Trading LLC | 17,698 | $1.05M | 0.0% | -43.4% | 0.032% | |
8/15/2025 | EP Wealth Advisors LLC | 393,659 | $23.38M | 0.2% | -8.4% | 0.714% | |
8/15/2025 | Engineers Gate Manager LP | 34,660 | $2.06M | 0.0% | N/A | 0.063% | |
8/15/2025 | Curi Capital LLC | 321,421 | $19.09M | 0.4% | +9.4% | 0.583% | |
8/15/2025 | Ameriprise Financial Inc. | 327,686 | $19.46M | 0.0% | -29.7% | 0.594% | |
8/14/2025 | Lighthouse Investment Partners LLC | 85,228 | $5.06M | 0.2% | -25.4% | 0.155% | |
8/14/2025 | MGB Wealth Management LLC | 2,701 | $160K | 0.1% | -19.3% | 0.005% | |
8/14/2025 | Raymond James Financial Inc. | 320,651 | $19.04M | 0.0% | -15.2% | 0.581% | |
8/14/2025 | German American Bancorp Inc. | 26,585 | $1.58M | 0.2% | +54.6% | 0.048% | |
8/14/2025 | NewEdge Advisors LLC | 8,110 | $482K | 0.0% | -25.9% | 0.015% | |
8/14/2025 | Menora Mivtachim Holdings LTD. | 17,000 | $1.01M | 0.0% | +142.9% | 0.031% | |
8/14/2025 | Bank of Nova Scotia | 26,209 | $1.56M | 0.0% | -15.5% | 0.048% | |
8/14/2025 | Brant Point Investment Management LLC | 81,413 | $4.84M | 0.5% | -0.6% | 0.148% | |
8/14/2025 | Cary Street Partners Financial LLC | 4,971 | $295K | 0.0% | N/A | 0.009% | |
8/14/2025 | Cerity Partners LLC | 74,312 | $4.41M | 0.0% | +0.7% | 0.135% | |
8/13/2025 | Gamco Investors INC. ET AL | 30,000 | $1.78M | 0.0% | -6.3% | 0.054% | |
8/13/2025 | Quantum Portfolio Management LLC | 7,053 | $419K | 0.2% | +3.2% | 0.013% | |
8/13/2025 | Shepherd Financial Partners LLC | 36,422 | $2.16M | 0.2% | +2.8% | 0.066% | |
8/13/2025 | Cresset Asset Management LLC | 5,769 | $343K | 0.0% | N/A | 0.010% | |
8/13/2025 | Annandale Capital LLC | 119,500 | $7.10M | 0.5% | -0.4% | 0.217% | |
8/13/2025 | Beacon Pointe Advisors LLC | 5,591 | $332K | 0.0% | -9.4% | 0.010% | |
8/13/2025 | Lumbard & Kellner LLC | 5,122 | $304K | 0.1% | N/A | 0.009% | |
8/13/2025 | Hsbc Holdings PLC | 8,738 | $522K | 0.0% | -42.1% | 0.016% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 15,622 | $928K | 0.0% | -11.0% | 0.028% | |
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8/13/2025 | Carlson Capital L.P. | 8,900 | $529K | 0.2% | N/A | 0.016% | |
8/13/2025 | GM Advisory Group LLC | 27,639 | $1.64M | 0.1% | +5.6% | 0.050% | |
8/13/2025 | Northwest & Ethical Investments L.P. | 15,300 | $910K | 0.0% | N/A | 0.028% | |
8/12/2025 | J.W. Cole Advisors Inc. | 11,234 | $667K | 0.0% | +92.4% | 0.020% | |
8/12/2025 | Laurel Wealth Advisors LLC | 17,817 | $1.06M | 0.0% | +5,839.0% | 0.032% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 20,551 | $1.22M | 0.0% | -4.9% | 0.037% | |
8/12/2025 | CreativeOne Wealth LLC | 5,562 | $330K | 0.0% | +8.9% | 0.010% | |
8/12/2025 | Global Retirement Partners LLC | 8,787 | $522K | 0.0% | N/A | 0.016% | |
8/12/2025 | Cowa LLC | 16,495 | $980K | 0.4% | -22.3% | 0.030% | |
8/12/2025 | Warberg Asset Management LLC | 3,830 | $228K | 0.0% | N/A | 0.007% | |
8/12/2025 | Watchman Group Inc. | 31,227 | $1.86M | 0.5% | N/A | 0.057% | |
8/12/2025 | White Pine Capital LLC | 11,360 | $675K | 0.2% | -7.2% | 0.021% | |
8/12/2025 | JPMorgan Chase & Co. | 4,382,766 | $260.29M | 0.0% | -6.9% | 7.947% | |
8/11/2025 | Intrepid Financial Planning Group LLC | 19,393 | $1.15M | 0.5% | -4.1% | 0.035% | |
8/11/2025 | TD Waterhouse Canada Inc. | 7,172 | $440K | 0.0% | -60.0% | 0.013% | |
8/11/2025 | Greenland Capital Management LP | 22,011 | $1.31M | 0.1% | +46.5% | 0.040% | |
8/11/2025 | Nomura Asset Management Co. Ltd. | 28,800 | $1.71M | 0.0% | -13.0% | 0.052% | |
8/11/2025 | Waratah Capital Advisors Ltd. | 25,483 | $1.51M | 0.0% | N/A | 0.046% | |
8/8/2025 | Rockefeller Capital Management L.P. | 164,654 | $9.78M | 0.0% | +239.7% | 0.298% | |
8/8/2025 | Horizon Family Wealth Inc. | 11,272 | $669K | 0.4% | +25.3% | 0.020% | |
8/8/2025 | SG Capital Management LLC | 120,667 | $7.17M | 0.5% | +64.4% | 0.218% | |
8/8/2025 | Creative Planning | 5,838 | $347K | 0.0% | -45.5% | 0.011% | |
8/8/2025 | SG Americas Securities LLC | 358,188 | $21.27M | 0.1% | -50.2% | 0.648% | |
8/8/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 44,027 | $2.63M | 0.0% | +8.1% | 0.080% | |
8/8/2025 | Arvest Bank Trust Division | 98,205 | $5.83M | 0.3% | +3.4% | 0.178% | |
8/8/2025 | PNC Financial Services Group Inc. | 175,626 | $10.43M | 0.0% | +4.8% | 0.318% | |
8/7/2025 | Cascade Financial Partners LLC | 5,662 | $336K | 0.0% | -6.6% | 0.010% | |
8/7/2025 | Montag A & Associates Inc. | 103,232 | $6.13M | 0.3% | -40.6% | 0.187% | |
8/7/2025 | Garda Capital Partners LP | 137,493 | $8.17M | 0.2% | N/A | 0.249% | |
8/7/2025 | Midwest Trust Co | 5,943 | $353K | 0.0% | N/A | 0.011% | |
8/7/2025 | Cypress Capital Management LLC WY | 27,404 | $1.63M | 1.8% | -4.1% | 0.050% | |
8/6/2025 | Prospera Financial Services Inc | 36,833 | $2.19M | 0.0% | +302.6% | 0.067% | |
8/6/2025 | AE Wealth Management LLC | 2,042 | $121K | 0.0% | -17.8% | 0.004% | |
8/6/2025 | KCM Investment Advisors LLC | 3,935 | $234K | 0.0% | -19.0% | 0.007% | |
8/6/2025 | Stone House Investment Management LLC | 2,574 | $153K | 0.0% | N/A | 0.005% | |
8/6/2025 | Atlantic Union Bankshares Corp | 46,541 | $2.76M | 0.1% | N/A | 0.084% | |
8/6/2025 | Highlander Partners L.P. | 200,000 | $11.88M | 4.6% | N/A | 0.362% | |
8/6/2025 | Moors & Cabot Inc. | 3,836 | $228K | 0.0% | +4.9% | 0.007% | |
8/6/2025 | Simmons Bank | 4,894 | $291K | 0.0% | -4.1% | 0.009% | |
8/5/2025 | Fourth Dimension Wealth LLC | 762 | $45K | 0.0% | -34.4% | 0.001% | |
8/5/2025 | NewSquare Capital LLC | 167,339 | $9.94M | 0.7% | +5.0% | 0.303% | |
8/5/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 47,964 | $2.85M | 0.3% | N/A | 0.087% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 509 | $30K | 0.0% | -37.5% | 0.001% | |
8/4/2025 | Kovack Advisors Inc. | 25,177 | $1.50M | 0.1% | +15.9% | 0.046% | |
8/4/2025 | IFG Advisory LLC | 7,445 | $442K | 0.0% | -69.4% | 0.013% | |
8/4/2025 | Terril Brothers Inc. | 295,940 | $17.58M | 6.6% | -0.3% | 0.535% | |
8/4/2025 | Spire Wealth Management | 1,254 | $74K | 0.0% | -34.1% | 0.002% | |
8/4/2025 | World Investment Advisors | 48,967 | $2.91M | 0.1% | +13.9% | 0.089% | |
8/1/2025 | Alexander Labrunerie & CO. Inc. | 7,013 | $417K | 0.2% | +6.7% | 0.013% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 30,247 | $1.80M | 0.0% | N/A | 0.055% | |
What Are Some Strategies to Help Lower RMD Taxes? (Ad) Turning 73 triggers a key IRS rule: you must begin taking required minimum distributions (RMDs) from certain retirement accounts. Without the right strategy, these withdrawals can significantly increase your tax bill and shrink your nest egg.
SmartAsset outlines six strategies that could help reduce your RMDs and potentially lower your tax burden. Their free tool can match you with vetted fiduciary financial advisors in your area—professionals legally bound to act in your best interest. Click here to see the six strategies and get your free advisor matches today. |
8/1/2025 | Bessemer Group Inc. | 2,001,499 | $118.87M | 0.2% | +23.5% | 3.619% | |
8/1/2025 | Envestnet Asset Management Inc. | 95,944 | $5.70M | 0.0% | +1.8% | 0.173% | |
7/31/2025 | Prudent Man Advisors LLC | 25,330 | $1.50M | 0.5% | +33.3% | 0.046% | |
7/31/2025 | Brian Low Financial Group LLC | 11,881 | $706K | 0.7% | N/A | 0.021% | |
7/31/2025 | B & T Capital Management DBA Alpha Capital Management | 354,700 | $21.07M | 3.6% | N/A | 0.641% | |
7/31/2025 | Ground Swell Capital LLC | 15,239 | $905K | 1.4% | N/A | 0.028% | |
7/31/2025 | Carnegie Investment Counsel | 97,735 | $5.80M | 0.1% | -17.1% | 0.177% | |
7/30/2025 | Cullen Frost Bankers Inc. | 173,717 | $10.32M | 0.1% | +4.0% | 0.314% | |
7/30/2025 | Advantage Trust Co | 7,150 | $425K | 0.2% | +376.7% | 0.013% | |
7/30/2025 | First Interstate Bank | 78,135 | $4.64M | 0.3% | -1.1% | 0.141% | |