8/22/2025 | Carter Financial Group INC. | 11,712 | $1.10M | 0.7% | N/A | 0.003% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 18,532 | $1.74M | 0.1% | N/A | 0.004% | |
8/19/2025 | Cape Investment Advisory Inc. | 3,148 | $296K | 0.1% | +21.3% | 0.001% | |
8/19/2025 | Advisory Services Network LLC | 42,356 | $3.94M | 0.1% | +3.3% | 0.010% | |
8/19/2025 | Cim LLC | 106,650 | $10.01M | 1.3% | +2.7% | 0.025% | |
8/19/2025 | Delos Wealth Advisors LLC | 279 | $26K | 0.0% | N/A | 0.000% | |
8/19/2025 | Asset Dedication LLC | 612 | $57K | 0.0% | N/A | 0.000% | |
8/18/2025 | ARQ Wealth Advisors LLC | 37,444 | $3.51M | 1.2% | N/A | 0.009% | |
8/18/2025 | Tactive Advisors LLC | 2,502 | $235K | 0.1% | N/A | 0.001% | |
8/18/2025 | Geneos Wealth Management Inc. | 130,449 | $12.25M | 0.3% | +68.1% | 0.030% | |
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8/18/2025 | Westwood Holdings Group Inc. | 5,943 | $558K | 0.0% | +144.6% | 0.001% | |
8/18/2025 | Kestra Investment Management LLC | 479,901 | $45.06M | 1.4% | +8.0% | 0.112% | |
8/16/2025 | Evergreen Capital Management LLC | 6,556 | $616K | 0.0% | +17.7% | 0.002% | |
8/15/2025 | High Falls Advisors Inc | 142,431 | $13.37M | 3.0% | -1.4% | 0.033% | |
8/15/2025 | SkyView Investment Advisors LLC | 489,413 | $45.78M | 6.6% | +0.8% | 0.114% | |
8/15/2025 | Semmax Financial Advisors Inc. | 45,554 | $4.26M | 1.1% | +3.9% | 0.011% | |
8/15/2025 | Corient Private Wealth LLC | 439,409 | $41.26M | 0.1% | +6.0% | 0.102% | |
8/15/2025 | Equitable Holdings Inc. | 98,955 | $9.29M | 0.1% | +9.0% | 0.023% | |
8/15/2025 | State of Tennessee Department of Treasury | 2,269,439 | $213.08M | 0.8% | -52.5% | 0.528% | |
8/15/2025 | Chapman Financial Group LLC | 9,219 | $866K | 0.7% | N/A | 0.002% | |
8/15/2025 | Captrust Financial Advisors | 55,492 | $5.21M | 0.0% | -9.4% | 0.013% | |
8/15/2025 | Prevail Innovative Wealth Advisors LLC | 17,015 | $1.60M | 0.4% | N/A | 0.004% | |
8/15/2025 | Manhattan West Asset Management LLC | 132,174 | $12.41M | 2.9% | +7.8% | 0.031% | |
8/15/2025 | Voya Financial Advisors Inc. | 70,251 | $6.57M | 0.7% | -3.1% | 0.016% | |
8/15/2025 | Talisman Wealth Advisors LLC | 2,419 | $227K | 0.2% | -4.6% | 0.001% | |
8/15/2025 | Tandem Wealth Advisors LLC | 145,662 | $13.68M | 6.8% | -5.5% | 0.034% | |
8/15/2025 | Tidal Investments LLC | 11,455 | $1.07M | 0.0% | +30.6% | 0.003% | |
8/15/2025 | Smartleaf Asset Management LLC | 81,800 | $7.65M | 0.7% | +21.8% | 0.019% | |
8/15/2025 | Snowden Capital Advisors LLC | 29,416 | $2.76M | 0.1% | -6.0% | 0.007% | |
8/15/2025 | Redwood Investment Management LLC | 16,959 | $1.59M | 0.2% | -18.8% | 0.004% | |
8/15/2025 | Riggs Asset Managment Co. Inc. | 37,985 | $3.57M | 0.9% | -8.3% | 0.009% | |
8/15/2025 | Orion Porfolio Solutions LLC | 48,101 | $4.52M | 0.0% | -67.1% | 0.011% | |
8/15/2025 | MML Investors Services LLC | 1,909,544 | $179.29M | 0.5% | +5.3% | 0.444% | |
8/15/2025 | Meiji Yasuda Asset Management Co Ltd. | 79,739 | $7.49M | 0.4% | +1.4% | 0.019% | |
8/15/2025 | Modern Wealth Management LLC | 158,783 | $14.91M | 0.4% | +1.8% | 0.037% | |
8/15/2025 | Lazard Asset Management LLC | 127,524 | $11.97M | 0.0% | -2.8% | 0.030% | |
8/15/2025 | Hilton Capital Management LLC | 306,071 | $28.74M | 2.3% | -63.2% | 0.071% | |
8/15/2025 | IHT Wealth Management LLC | 30,731 | $2.89M | 0.1% | -6.7% | 0.007% | |
8/15/2025 | Great Valley Advisor Group Inc. | 14,066 | $1.32M | 0.0% | +11.0% | 0.003% | |
8/15/2025 | EP Wealth Advisors LLC | 29,980 | $2.82M | 0.0% | +187.2% | 0.007% | |
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8/15/2025 | Essential Planning LLC. | 56,511 | $5.31M | 2.0% | +3.7% | 0.013% | |
8/15/2025 | Benjamin Edwards Inc. | 21,572 | $2.03M | 0.0% | -62.5% | 0.005% | |
8/15/2025 | BNP Paribas Financial Markets | 68,565 | $6.44M | 0.0% | +30.3% | 0.016% | |
8/15/2025 | Boothbay Fund Management LLC | 31,250 | $2.93M | 0.1% | N/A | 0.007% | |
8/15/2025 | Bank of America Corp DE | 64,329,626 | $6.04B | 0.4% | +2.9% | 14.974% | |
8/15/2025 | Ameriprise Financial Inc. | 14,005,560 | $1.31B | 0.3% | -1.8% | 3.260% | |
8/14/2025 | First Citizens Asset Management Inc. | 2,433 | $228K | 0.1% | -17.1% | 0.001% | |
8/14/2025 | Ausdal Financial Partners Inc. | 4,852 | $456K | 0.0% | +23.3% | 0.001% | |
8/14/2025 | Raymond James Financial Inc. | 1,548,462 | $145.39M | 0.1% | +8.9% | 0.360% | |
8/14/2025 | Betterment LLC | 57,017 | $5.35M | 0.0% | +23.0% | 0.013% | |
8/14/2025 | Meteora Capital LLC | 62,500 | $5.87M | 1.1% | N/A | 0.015% | |
8/14/2025 | Diversify Advisory Services LLC | 91,529 | $8.57M | 0.3% | +241.7% | 0.021% | |
8/14/2025 | Alliancebernstein L.P. | 675,910 | $63.46M | 0.0% | +1.7% | 0.157% | |
8/14/2025 | FWL Investment Management LLC | 1,046 | $98K | 0.0% | +9,409.1% | 0.000% | |
8/14/2025 | The Manufacturers Life Insurance Company | 85,039 | $7.98M | 0.0% | -80.3% | 0.020% | |
8/14/2025 | CIBC Asset Management Inc | 625,969 | $58.77M | 0.2% | +8.6% | 0.146% | |
8/14/2025 | Sei Investments Co. | 1,935,421 | $181.73M | 0.2% | -5.5% | 0.451% | |
8/14/2025 | NewEdge Advisors LLC | 649,770 | $61.01M | 0.3% | +8.3% | 0.151% | |
8/14/2025 | Sentinus LLC | 100,110 | $9.40M | 2.3% | +3.8% | 0.023% | |
8/14/2025 | Transce3nd LLC | 5,180 | $486K | 0.2% | -6.5% | 0.001% | |
8/14/2025 | Vertex Planning Partners LLC | 85,500 | $8.03M | 1.7% | +2.7% | 0.020% | |
8/14/2025 | Balance Wealth LLC | 10,039 | $943K | 0.6% | -51.6% | 0.002% | |
8/14/2025 | Cary Street Partners Financial LLC | 79,045 | $7.42M | 0.2% | -0.5% | 0.018% | |
8/14/2025 | Cerity Partners LLC | 320,881 | $30.13M | 0.1% | +601.2% | 0.075% | |
8/14/2025 | Federated Hermes Inc. | 278,570 | $26.16M | 0.0% | +23.8% | 0.065% | |
8/13/2025 | Cary Street Partners Investment Advisory LLC | 4,305 | $404K | 0.2% | -3.0% | 0.001% | |
8/13/2025 | Shepherd Financial Partners LLC | 43,793 | $4.11M | 0.4% | +5.1% | 0.010% | |
8/13/2025 | StoneX Group Inc. | 2,374 | $223K | 0.0% | -41.2% | 0.001% | |
8/13/2025 | Flow Traders U.S. LLC | 2,561 | $240K | 0.0% | N/A | 0.001% | |
8/13/2025 | Cresset Asset Management LLC | 23,126 | $2.17M | 0.0% | -10.9% | 0.005% | |
8/13/2025 | Gateway Wealth Partners LLC | 17,604 | $1.65M | 0.3% | +9.9% | 0.004% | |
8/13/2025 | Brown Advisory Inc. | 25,274 | $2.37M | 0.0% | +0.7% | 0.006% | |
8/13/2025 | Great Diamond Partners LLC | 20,010 | $1.88M | 0.4% | N/A | 0.005% | |
8/13/2025 | Baird Financial Group Inc. | 282,875 | $26.56M | 0.0% | +9.7% | 0.066% | |
8/13/2025 | First Trust Advisors LP | 81,353 | $7.64M | 0.0% | -5.2% | 0.019% | |
8/13/2025 | Guggenheim Capital LLC | 48,438 | $4.55M | 0.0% | -32.5% | 0.011% | |
8/13/2025 | Kilter Group LLC | 17,890 | $1.68M | 0.8% | +15.2% | 0.004% | |
8/13/2025 | EverSource Wealth Advisors LLC | 115,149 | $10.81M | 0.5% | -2.9% | 0.027% | |
8/13/2025 | Invesco Ltd. | 11,446 | $1.08M | 0.0% | +2.5% | 0.003% | |
8/13/2025 | Trek Financial LLC | 112,449 | $10.56M | 0.7% | -6.7% | 0.026% | |
8/13/2025 | CW Advisors LLC | 67,938 | $6.38M | 0.1% | +29.5% | 0.016% | |
8/13/2025 | Acorns Advisers LLC | 253,551 | $23.81M | 0.2% | -14.0% | 0.059% | |
8/13/2025 | JT Stratford LLC | 8,449 | $793K | 0.1% | +2.5% | 0.002% | |
8/13/2025 | Elios Financial Group Inc. | 8,549 | $803K | 0.4% | -10.9% | 0.002% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 16,329 | $1.53M | 0.5% | +3.2% | 0.004% | |
8/13/2025 | WCG Wealth Advisors LLC | 49,839 | $4.68M | 0.3% | -1.9% | 0.012% | |
8/13/2025 | D L Carlson Investment Group Inc. | 14,979 | $1.41M | 0.3% | -39.3% | 0.003% | |
8/13/2025 | M&T Bank Corp | 17,051 | $1.60M | 0.0% | -9.1% | 0.004% | |
8/13/2025 | Van Hulzen Asset Management LLC | 24,152 | $2.27M | 0.2% | +2.3% | 0.006% | |
8/13/2025 | Willis Johnson & Associates Inc. | 579,796 | $54.44M | 3.7% | +2.2% | 0.135% | |
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. |
8/13/2025 | Advocacy Wealth Management Services LLC | 200,348 | $18.81M | 1.2% | -2.0% | 0.047% | |
8/13/2025 | Fisher Asset Management LLC | 21,297,627 | $2.00B | 0.8% | +1.2% | 4.958% | |
8/13/2025 | Edgestream Partners L.P. | 8,878 | $834K | 0.0% | N/A | 0.002% | |
8/13/2025 | VestGen Advisors LLC | 6,187 | $581K | 0.0% | -6.0% | 0.001% | |
8/13/2025 | Greenwich Wealth Management LLC | 9,849 | $925K | 0.0% | +104.3% | 0.002% | |
8/13/2025 | Bernardo Wealth Planning LLC | 107,485 | $10.09M | 2.2% | +2.0% | 0.025% | |
8/13/2025 | Lido Advisors LLC | 15,073 | $1.42M | 0.0% | +5.2% | 0.004% | |
8/13/2025 | Leuthold Group LLC | 66,832 | $6.28M | 0.7% | +10.1% | 0.016% | |
8/13/2025 | Legacy Capital Wealth Partners LLC | 7,255 | $681K | 0.1% | -9.5% | 0.002% | |
8/13/2025 | Meridian Wealth Partners LLC | 247,604 | $23.25M | 3.4% | +7.1% | 0.058% | |