5/16/2025 | Northeast Financial Consultants Inc | 19,089 | $3.05M | 0.1% | -3.7% | 0.710% | |
5/16/2025 | Goldman Sachs Group Inc. | 10,297 | $1.65M | 0.0% | +3.0% | 0.383% | |
5/16/2025 | Jones Financial Companies Lllp | 9,781 | $1.56M | 0.0% | +489.2% | 0.364% | |
5/15/2025 | Royal Bank of Canada | 2,881 | $461K | 0.0% | +11.8% | 0.107% | |
5/14/2025 | Ieq Capital LLC | 21,044 | $3.36M | 0.0% | +1.3% | 0.782% | |
5/14/2025 | Walleye Capital LLC | 2,006 | $321K | 0.0% | N/A | 0.075% | |
5/14/2025 | SVB Wealth LLC | 252 | $40K | 0.0% | N/A | 0.009% | |
5/14/2025 | Hsbc Holdings PLC | 7,000 | $1.11M | 0.0% | N/A | 0.260% | |
5/13/2025 | Raymond James Financial Inc. | 26,838 | $4.29M | 0.0% | +1.0% | 0.998% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 2,549 | $407K | 0.0% | -2.8% | 0.095% | |
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5/13/2025 | Ground Swell Capital LLC | 2,115 | $338K | 0.7% | N/A | 0.076% | |
5/8/2025 | Baker Avenue Asset Management LP | 18,800 | $3.01M | 0.1% | N/A | 0.674% | |
5/8/2025 | Arkadios Wealth Advisors | 1,590 | $254K | 0.0% | +17.2% | 0.057% | |
5/7/2025 | Foundations Investment Advisors LLC | 2,723 | $435K | 0.0% | -26.5% | 0.098% | |
5/7/2025 | LPL Financial LLC | 142,719 | $22.82M | 0.0% | +7.2% | 5.115% | |
5/6/2025 | Cetera Investment Advisers | 2,158 | $345K | 0.0% | +69.8% | 0.077% | |
5/6/2025 | J. W. Coons Advisors LLC | 6,695 | $1.07M | 0.3% | +3.1% | 0.240% | |
5/2/2025 | Kingsview Wealth Management LLC | 68,040 | $10.88M | 0.2% | +13.2% | 2.439% | |
5/1/2025 | Fifth Third Securities Inc. | 16,239 | $2.60M | 0.2% | +6.4% | 0.582% | |
4/30/2025 | NTV Asset Management LLC | 3,623 | $579K | 0.1% | -9.9% | 0.130% | |
4/29/2025 | Envestnet Asset Management Inc. | 6,013 | $961K | 0.0% | -26.6% | 0.216% | |
4/25/2025 | McGuire Investment Group LLC | 66,129 | $10.57M | 1.6% | +0.3% | 2.370% | |
4/24/2025 | Money Concepts Capital Corp | 1,977 | $316K | 0.0% | -3.4% | 0.071% | |
4/24/2025 | Beacon Financial Advisory LLC | 2,846 | $455K | 0.1% | +5.6% | 0.102% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 2,206 | $353K | 0.0% | +4.8% | 0.079% | |
4/22/2025 | Dale Q Rice Investment Management Ltd | 9,519 | $1.52M | 0.8% | +8.9% | 0.341% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 2,795 | $447K | 0.0% | +17.1% | 0.100% | |
4/16/2025 | RMR Wealth Builders | 2,153 | $344K | 0.0% | N/A | 0.075% | |
4/14/2025 | Sherman Asset Management Inc. | 1,262 | $202K | 0.2% | +42.1% | 0.044% | |
4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 2,914 | $466K | 0.1% | N/A | 0.102% | |
4/9/2025 | Merit Financial Group LLC | 8,917 | $1.43M | 0.0% | -13.8% | 0.311% | |
4/9/2025 | Kaizen Financial Strategies | 2,760 | $441K | 0.3% | N/A | 0.096% | |
2/18/2025 | Sunbelt Securities Inc. | 1,767 | $337K | 0.0% | -6.6% | 0.072% | |
2/17/2025 | TrinityPoint Wealth LLC | 1,373 | $259K | 0.0% | -6.3% | 0.056% | |
2/17/2025 | Northeast Financial Consultants Inc | 19,823 | $3.75M | 0.2% | -0.5% | 0.803% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 1,289 | $244K | 0.0% | -47.1% | 0.052% | |
2/17/2025 | Bank of America Corp DE | 433,666 | $81.95M | 0.0% | +3.3% | 17.557% | |
2/17/2025 | BNP Paribas Financial Markets | 10,000 | $1.89M | 0.0% | N/A | 0.405% | |
2/17/2025 | Ameriprise Financial Inc. | 6,636 | $1.25M | 0.0% | +1.6% | 0.269% | |
2/14/2025 | Pennington Partners & CO. LLC | 1,312 | $248K | 0.1% | N/A | 0.053% | |
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 |
2/14/2025 | Two Sigma Securities LLC | 5,760 | $1.09M | 0.1% | N/A | 0.233% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 2,623 | $496K | 0.0% | +2.1% | 0.106% | |
2/14/2025 | Beck Capital Management LLC | 19,677 | $3.72M | 1.0% | +49.4% | 0.797% | |
2/14/2025 | Stifel Financial Corp | 24,459 | $4.62M | 0.0% | +6.3% | 0.990% | |
2/14/2025 | MML Investors Services LLC | 18,588 | $3.51M | 0.0% | +19.0% | 0.753% | |
2/13/2025 | Raymond James Financial Inc. | 26,575 | $5.02M | 0.0% | N/A | 1.076% | |
2/13/2025 | Advisory Services Network LLC | 1,065 | $201K | 0.0% | N/A | 0.043% | |
2/13/2025 | Bank of Montreal Can | 600 | $113K | 0.0% | +219.1% | 0.024% | |
2/13/2025 | Envestnet Asset Management Inc. | 8,193 | $1.55M | 0.0% | -59.9% | 0.332% | |
2/13/2025 | Wells Fargo & Company MN | 27,082 | $5.12M | 0.0% | +130.5% | 1.096% | |
2/12/2025 | Grant Private Wealth Management Inc | 3,701 | $699K | 0.8% | N/A | 0.150% | |
2/12/2025 | Level Four Advisory Services LLC | 6,376 | $1.21M | 0.0% | -2.2% | 0.258% | |
2/12/2025 | Amica Retiree Medical Trust | 477 | $90K | 0.1% | -49.1% | 0.019% | |
2/12/2025 | Amica Mutual Insurance Co. | 4,143 | $783K | 0.1% | -48.4% | 0.168% | |
2/12/2025 | JPMorgan Chase & Co. | 22,904 | $4.33M | 0.0% | -43.6% | 0.927% | |
2/11/2025 | LPL Financial LLC | 133,148 | $25.16M | 0.0% | +2.7% | 5.391% | |
2/11/2025 | Kiker Wealth Management LLC | 142 | $27K | 0.0% | N/A | 0.006% | |
2/10/2025 | Commonwealth Equity Services LLC | 1,269 | $240K | 0.0% | N/A | 0.051% | |
2/10/2025 | Farther Finance Advisors LLC | 175 | $33K | 0.0% | -46.2% | 0.007% | |
2/7/2025 | HighTower Advisors LLC | 13,780 | $2.60M | 0.0% | -3.0% | 0.558% | |
2/6/2025 | Raymond James Financial Inc. | 26,575 | $5.02M | 0.0% | N/A | 1.076% | |
2/6/2025 | Jones Financial Companies Lllp | 1,660 | $314K | 0.0% | +564.0% | 0.067% | |
2/5/2025 | Sherman Asset Management Inc. | 888 | $168K | 0.2% | N/A | 0.036% | |
2/4/2025 | IFP Advisors Inc | 1,397 | $264K | 0.0% | -22.7% | 0.057% | |
2/4/2025 | J. W. Coons Advisors LLC | 6,495 | $1.23M | 0.3% | -3.3% | 0.263% | |
1/31/2025 | NTV Asset Management LLC | 4,023 | $760K | 0.1% | -5.9% | 0.163% | |
1/31/2025 | Retirement Income Solutions Inc | 1,859 | $351K | 0.1% | +9.1% | 0.075% | |
1/30/2025 | JNBA Financial Advisors | 200 | $38K | 0.0% | N/A | 0.008% | |
1/30/2025 | Strategic Financial Concepts LLC | 18,896 | $3.57M | 0.1% | N/A | 0.765% | |
1/28/2025 | Newbridge Financial Services Group Inc. | 7,718 | $1.46M | 0.4% | -1.7% | 0.312% | |
1/28/2025 | Kingsview Wealth Management LLC | 60,107 | $11.36M | 0.2% | N/A | 2.433% | |
1/28/2025 | Tandem Financial LLC | 5,309 | $1.00M | 1.1% | N/A | 0.215% | |
1/28/2025 | Strategic Financial Concepts LLC | 18,896 | $3.57M | 0.0% | N/A | 0.765% | |
1/27/2025 | Money Concepts Capital Corp | 2,047 | $387K | 0.0% | -10.1% | 0.083% | |
1/23/2025 | Fifth Third Securities Inc. | 15,257 | $2.88M | 0.2% | -14.4% | 0.618% | |
1/22/2025 | Foundations Investment Advisors LLC | 3,704 | $700K | 0.0% | N/A | 0.150% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 2,387 | $451K | 0.0% | -11.1% | 0.097% | |
1/15/2025 | Merit Financial Group LLC | 10,340 | $1.95M | 0.0% | -1.5% | 0.419% | |
1/13/2025 | Dale Q Rice Investment Management Ltd | 8,741 | $1.65M | 0.7% | N/A | 0.354% | |
11/15/2024 | MML Investors Services LLC | 15,623 | $2.51M | 0.0% | -3.4% | 0.633% | |
11/15/2024 | Jane Street Group LLC | 5,012 | $805K | 0.0% | N/A | 0.203% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 2,570 | $413K | 0.0% | -9.0% | 0.104% | |
11/15/2024 | Stifel Financial Corp | 23,000 | $3.70M | 0.0% | +0.8% | 0.931% | |
11/15/2024 | HighTower Advisors LLC | 14,205 | $2.28M | 0.0% | -1.1% | 0.575% | |
11/15/2024 | Beck Capital Management LLC | 13,167 | $2.12M | 0.6% | -4.4% | 0.533% | |
11/7/2024 | J. W. Coons Advisors LLC | 6,715 | $1.08M | 0.3% | +1.4% | 0.272% | |
11/1/2024 | Quantum Private Wealth LLC | 3,053 | $491K | 0.2% | -3.9% | 0.124% | |
10/29/2024 | Farther Finance Advisors LLC | 325 | $52K | 0.0% | +64.1% | 0.013% | |
10/18/2024 | Raymond James & Associates | 21,372 | $3.43M | 0.0% | +0.6% | 0.865% | |
10/16/2024 | New Harbor Financial Group LLC | 73,613 | $11.83M | 3.0% | +6.0% | 2.980% | |
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 |
10/11/2024 | ORG Partners LLC | 165 | $27K | 0.0% | N/A | 0.007% | |
10/10/2024 | McGuire Investment Group LLC | 65,899 | $10.59M | 1.5% | -3.5% | 2.668% | |
9/11/2024 | Newbridge Financial Services Group Inc. | 7,927 | $1.20M | 0.4% | +37.9% | 0.321% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 1,557 | $235K | 0.0% | N/A | 0.063% | |
8/14/2024 | Beck Capital Management LLC | 13,779 | $2.08M | 0.6% | -1.8% | 0.558% | |
8/12/2024 | Carolinas Wealth Consulting LLC | 631 | $95K | 0.0% | +19.1% | 0.026% | |
8/8/2024 | Envestnet Asset Management Inc. | 21,270 | $3.21M | 0.0% | +25.1% | 0.861% | |
8/2/2024 | New Harbor Financial Group LLC | 69,434 | $10.49M | 3.2% | +3.6% | 2.811% | |
7/31/2024 | J. W. Coons Advisors LLC | 6,625 | $1.00M | 0.2% | +15.3% | 0.268% | |
7/29/2024 | Arkadios Wealth Advisors | 1,423 | $215K | 0.0% | N/A | 0.058% | |