8/22/2025 | TT Capital Management LLC | 181,279 | $2.38M | 0.8% | +3.6% | 0.000% | |
8/15/2025 | Bank of America Corp DE | 532,816 | $7.00M | 0.0% | -5.6% | 0.000% | |
8/15/2025 | Ameriprise Financial Inc. | 174,724 | $2.31M | 0.0% | -12.2% | 0.000% | |
8/14/2025 | Jane Street Group LLC | 18,589 | $244K | 0.0% | N/A | 0.000% | |
8/14/2025 | Raymond James Financial Inc. | 227,084 | $2.98M | 0.0% | +25.5% | 0.000% | |
8/13/2025 | Baird Financial Group Inc. | 84,741 | $1.11M | 0.0% | +130.3% | 0.000% | |
8/13/2025 | Guggenheim Capital LLC | 1,444,837 | $18.99M | 0.2% | +13.2% | 0.000% | |
8/13/2025 | Invesco Ltd. | 414,517 | $5.45M | 0.0% | -1.0% | 0.000% | |
8/13/2025 | Virtus Investment Advisers LLC | 62,480 | $821K | 0.3% | -20.7% | 0.000% | |
8/12/2025 | Advisors Asset Management Inc. | 288,333 | $3.79M | 0.1% | -23.6% | 0.000% | |
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8/12/2025 | Insigneo Advisory Services LLC | 18,050 | $237K | 0.0% | +59.9% | 0.000% | |
8/8/2025 | Rockefeller Capital Management L.P. | 128,364 | $1.69M | 0.0% | -12.0% | 0.000% | |
8/8/2025 | Cetera Investment Advisers | 106,965 | $1.41M | 0.0% | +146.1% | 0.000% | |
8/8/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 82,467 | $1.08M | 0.2% | +2.9% | 0.000% | |
8/8/2025 | PNC Financial Services Group Inc. | 3,710 | $49K | 0.0% | -21.6% | 0.000% | |
8/7/2025 | Allworth Financial LP | 19,000 | $250K | 0.0% | N/A | 0.000% | |
8/1/2025 | Envestnet Asset Management Inc. | 17,585 | $231K | 0.0% | +5.0% | 0.000% | |
7/30/2025 | Klingman & Associates LLC | 43,800 | $576K | 0.0% | +3.0% | 0.000% | |
7/29/2025 | International Assets Investment Management LLC | 10,098 | $133K | 0.0% | N/A | 0.000% | |
7/29/2025 | Marathon Strategic Advisors LLC | 280,236 | $3.68M | 3.4% | +9.0% | 0.000% | |
7/25/2025 | Atria Wealth Solutions Inc. | 22,964 | $302K | 0.0% | -5.5% | 0.000% | |
7/21/2025 | Future Financial Wealth Managment LLC | 34,357 | $451K | 0.3% | +4.3% | 0.000% | |
7/18/2025 | Truist Financial Corp | 97,202 | $1.28M | 0.0% | -51.8% | 0.000% | |
7/17/2025 | Melfa Wealth Management Inc. | 33,640 | $442K | 0.3% | -2.4% | 0.000% | |
7/17/2025 | Capital Investment Advisors LLC | 28,672 | $377K | 0.0% | -4.1% | 0.000% | |
7/17/2025 | Wagner Wealth Management LLC | 63,227 | $831K | 0.2% | -3.0% | 0.000% | |
7/14/2025 | Whitener Capital Management Inc. | 37,949 | $499K | 0.1% | +2.7% | 0.000% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 18,904 | $250K | 0.0% | N/A | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 377,463 | $4.88M | 0.1% | -1.0% | 0.000% | |
5/15/2025 | EP Wealth Advisors LLC | 15,777 | $204K | 0.0% | -23.7% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 165,544 | $2.14M | 0.0% | +79.9% | 0.000% | |
5/14/2025 | Guggenheim Capital LLC | 1,275,851 | $16.48M | 0.2% | +15.8% | 0.000% | |
5/14/2025 | Comerica Bank | 3,997 | $52K | 0.0% | -41.7% | 0.000% | |
5/13/2025 | Klingman & Associates LLC | 42,540 | $550K | 0.0% | +2.9% | 0.000% | |
5/12/2025 | Invesco Ltd. | 418,547 | $5.41M | 0.0% | -10.7% | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 24,299 | $314K | 0.0% | -6.9% | 0.000% | |
5/9/2025 | Gill Capital Partners LLC | 17,102 | $221K | 0.1% | -9.6% | 0.000% | |
5/8/2025 | ProVise Management Group LLC | 26,879 | $347K | 0.0% | -8.4% | 0.000% | |
5/8/2025 | Shufro Rose & Co. LLC | 46,855 | $605K | 0.0% | -1.7% | 0.000% | |
5/8/2025 | First Foundation Advisors | 10,599 | $137K | 0.0% | -42.2% | 0.000% | |
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. |
5/7/2025 | LPL Financial LLC | 216,494 | $2.80M | 0.0% | -57.3% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 43,458 | $561K | 0.0% | +83.6% | 0.000% | |
5/5/2025 | Edgemoor Investment Advisors Inc. | 172,155 | $2.22M | 0.2% | +18.1% | 0.000% | |
5/2/2025 | Graypoint LLC | 192,985 | $2.49M | 0.2% | +2.9% | 0.000% | |
5/2/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 80,152 | $1.04M | 0.2% | +8.3% | 0.000% | |
5/2/2025 | Melfa Wealth Management Inc. | 34,467 | $445K | 0.3% | -17.2% | 0.000% | |
5/1/2025 | Whitener Capital Management Inc. | 36,949 | $477K | 0.1% | +22.4% | 0.000% | |
5/1/2025 | Realta Investment Advisors | 29,612 | $383K | 0.2% | +145.5% | 0.000% | |
4/29/2025 | OneDigital Investment Advisors LLC | 11,399 | $147K | 0.0% | N/A | 0.000% | |
4/23/2025 | Wealth Effects LLC | 10,186 | $132K | 0.1% | -15.5% | 0.000% | |
4/22/2025 | TT Capital Management LLC | 175,001 | $2.26M | 1.9% | -6.7% | 0.000% | |
4/18/2025 | Insigneo Advisory Services LLC | 11,287 | $146K | 0.0% | N/A | 0.000% | |
4/18/2025 | Wagner Wealth Management LLC | 65,169 | $842K | 0.2% | +2.6% | 0.000% | |
4/17/2025 | Marathon Strategic Advisors LLC | 257,053 | $3.32M | 3.6% | +3.4% | 0.000% | |
4/15/2025 | Visionary Horizons LLC | 30,000 | $388K | 0.3% | -3.8% | 0.000% | |
4/14/2025 | Capital Investment Advisors LLC | 29,910 | $386K | 0.0% | -21.6% | 0.000% | |
4/9/2025 | Selway Asset Management | 11,900 | $154K | 0.1% | -9.2% | 0.000% | |
4/9/2025 | NBC Securities Inc. | 8,690 | $112K | 0.0% | +108,525.0% | 0.000% | |
4/9/2025 | Future Financial Wealth Managment LLC | 32,954 | $426K | 0.3% | +8.0% | 0.000% | |
3/18/2025 | Objective Capital Management LLC | 12,162 | $167K | 0.1% | -22.0% | 0.000% | |
2/25/2025 | Shufro Rose & Co. LLC | 47,655 | $655K | 0.1% | -2.1% | 0.000% | |
2/17/2025 | Waverly Advisors LLC | 32,621 | $449K | 0.0% | N/A | 0.000% | |
2/17/2025 | CoreCap Advisors LLC | 10,710 | $147K | 0.0% | +29.5% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 23,670 | $325K | 0.0% | +67.2% | 0.000% | |
2/17/2025 | Baird Financial Group Inc. | 37,420 | $515K | 0.0% | -71.8% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 649,929 | $8.94M | 0.0% | +9.8% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 196,385 | $2.70M | 0.0% | +13.4% | 0.000% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 80,422 | $1.11M | 0.0% | +574.4% | 0.000% | |
2/14/2025 | Jane Street Group LLC | 10,472 | $144K | 0.0% | N/A | 0.000% | |
2/14/2025 | Comerica Bank | 6,853 | $94K | 0.0% | +140.0% | 0.000% | |
2/14/2025 | Lido Advisors LLC | 23,908 | $329K | 0.0% | +15.1% | 0.000% | |
2/14/2025 | Virtus ETF Advisers LLC | 50,742 | $698K | 0.3% | +2.7% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 1,101,323 | $15.14M | 0.1% | +37.8% | 0.000% | |
2/13/2025 | Mariner LLC | 16,800 | $231K | 0.0% | -65.2% | 0.000% | |
2/13/2025 | TT Capital Management LLC | 187,514 | $2.49M | 2.0% | N/A | 0.000% | |
2/13/2025 | Andrew Hill Investment Advisors Inc. | 47,730 | $656K | 0.5% | +15.9% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 142,353 | $1.96M | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 468,743 | $6.45M | 0.0% | -9.1% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 16,035 | $220K | 0.0% | +43.3% | 0.000% | |
2/13/2025 | Wedbush Securities Inc. | 23,902 | $329K | 0.0% | -5.7% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 144,694 | $1.99M | 0.0% | +17.9% | 0.000% | |
2/11/2025 | LPL Financial LLC | 506,745 | $6.97M | 0.0% | -1.2% | 0.000% | |
2/11/2025 | ProVise Management Group LLC | 29,344 | $403K | 0.0% | -14.3% | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 381,331 | $5.24M | 0.1% | +5.1% | 0.000% | |
2/10/2025 | Edgemoor Investment Advisors Inc. | 145,754 | $2.00M | 0.2% | +41.4% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 165,876 | $2.28M | 0.0% | +3.0% | 0.000% | |
2/7/2025 | PNC Financial Services Group Inc. | 5,454 | $75K | 0.0% | +47.0% | 0.000% | |
2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 14,589 | $201K | 0.0% | +6.9% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 142,353 | $1.96M | 0.0% | N/A | 0.000% | |
2/5/2025 | Anfield Capital Management LLC | 3,993 | $55K | 0.0% | N/A | 0.000% | |
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. |
1/31/2025 | Klingman & Associates LLC | 41,342 | $568K | 0.0% | +50.1% | 0.000% | |
1/31/2025 | Atria Wealth Solutions Inc. | 26,098 | $359K | 0.0% | -5.1% | 0.000% | |
1/31/2025 | Truist Financial Corp | 184,981 | $2.54M | 0.0% | -1.8% | 0.000% | |
1/29/2025 | Wagner Wealth Management LLC | 63,507 | $873K | 0.2% | -20.9% | 0.000% | |
1/28/2025 | Visionary Horizons LLC | 31,200 | $429K | 0.3% | -7.7% | 0.000% | |
1/28/2025 | Realta Investment Advisors | 12,063 | $162K | 0.1% | N/A | 0.000% | |
1/22/2025 | Wealth Effects LLC | 12,061 | $166K | 0.1% | N/A | 0.000% | |
1/17/2025 | Marathon Strategic Advisors LLC | 248,675 | $3.42M | 3.7% | +3.3% | 0.000% | |
1/17/2025 | Melfa Wealth Management Inc. | 41,627 | $572K | 0.4% | -20.6% | 0.000% | |
1/15/2025 | Whitener Capital Management Inc. | 30,196 | $415K | 0.1% | +3.5% | 0.000% | |