8/13/2025 | Financial & Tax Architects LLC | 12,202 | $663K | 0.2% | N/A | 0.001% | |
8/13/2025 | Qtron Investments LLC | 27,614 | $1.50M | 0.2% | +21.0% | 0.002% | |
8/13/2025 | Cresset Asset Management LLC | 33,517 | $1.82M | 0.0% | +58.3% | 0.002% | |
8/13/2025 | Brown Advisory Inc. | 5,754 | $313K | 0.0% | +12.8% | 0.000% | |
8/13/2025 | SCS Capital Management LLC | 238,768 | $12.98M | 0.1% | +341.1% | 0.013% | |
8/13/2025 | Walleye Capital LLC | 3,931 | $214K | 0.0% | N/A | 0.000% | |
8/13/2025 | First Trust Advisors LP | 61,979 | $3.37M | 0.0% | -2.1% | 0.003% | |
8/13/2025 | Guggenheim Capital LLC | 18,700 | $1.02M | 0.0% | -27.9% | 0.001% | |
8/13/2025 | EverSource Wealth Advisors LLC | 10,991 | $597K | 0.0% | +50.6% | 0.001% | |
8/13/2025 | Invesco Ltd. | 631,768 | $34.33M | 0.0% | -16.8% | 0.034% | |
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8/13/2025 | 1832 Asset Management L.P. | 29,924 | $1.63M | 0.0% | -1.1% | 0.002% | |
8/13/2025 | CW Advisors LLC | 10,709 | $582K | 0.0% | +14.9% | 0.001% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 805 | $44K | 0.0% | N/A | 0.000% | |
8/13/2025 | Beacon Pointe Advisors LLC | 6,156 | $335K | 0.0% | -3.5% | 0.000% | |
8/13/2025 | Arrowstreet Capital Limited Partnership | 655,390 | $35.61M | 0.0% | -55.6% | 0.036% | |
8/13/2025 | Quantbot Technologies LP | 20,785 | $1.13M | 0.0% | +21.2% | 0.001% | |
8/13/2025 | M&T Bank Corp | 37,360 | $2.03M | 0.0% | -4.1% | 0.002% | |
8/13/2025 | Lido Advisors LLC | 21,825 | $1.19M | 0.0% | +11.0% | 0.001% | |
8/13/2025 | Neuberger Berman Group LLC | 282,118 | $15.29M | 0.0% | +1.0% | 0.015% | |
8/13/2025 | Scotia Capital Inc. | 192,219 | $10.45M | 0.0% | +9.7% | 0.010% | |
8/13/2025 | Capital Fund Management S.A. | 45,806 | $2.49M | 0.0% | -2.8% | 0.002% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 6,820 | $371K | 0.0% | +29.3% | 0.000% | |
8/13/2025 | Elevation Point Wealth Partners LLC | 708 | $38K | 0.0% | N/A | 0.000% | |
8/13/2025 | Quadrant Capital Group LLC | 64,537 | $3.51M | 0.1% | +3.0% | 0.004% | |
8/13/2025 | Choreo LLC | 21,789 | $1.18M | 0.0% | +10.9% | 0.001% | |
8/13/2025 | Northwest & Ethical Investments L.P. | 217,185 | $11.80M | 0.3% | -2.0% | 0.012% | |
8/13/2025 | Russell Investments Group Ltd. | 30,962 | $1.68M | 0.0% | +32.5% | 0.002% | |
8/12/2025 | Advisors Asset Management Inc. | 17,392 | $945K | 0.0% | -14.4% | 0.001% | |
8/12/2025 | Financial Advocates Investment Management | 9,643 | $524K | 0.0% | +53.9% | 0.001% | |
8/12/2025 | Timber Creek Capital Management LLC | 48,979 | $2.48M | 0.6% | +2.4% | 0.003% | |
8/12/2025 | XTX Topco Ltd | 28,376 | $1.54M | 0.1% | N/A | 0.002% | |
8/12/2025 | Aviso Financial Inc. | 17,739 | $964K | 0.0% | -4.5% | 0.001% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 6,844 | $372K | 0.0% | +150.3% | 0.000% | |
8/12/2025 | Global Retirement Partners LLC | 3,827 | $208K | 0.0% | N/A | 0.000% | |
8/12/2025 | Coldstream Capital Management Inc. | 31,371 | $1.71M | 0.0% | +133.5% | 0.002% | |
8/12/2025 | Cynosure Group LLC | 7,500 | $408K | 0.0% | +7.9% | 0.000% | |
8/12/2025 | American Century Companies Inc. | 462,477 | $25.13M | 0.0% | +9.8% | 0.025% | |
8/12/2025 | Rhumbline Advisers | 33,579 | $1.83M | 0.0% | -3.8% | 0.002% | |
8/12/2025 | AlphaCore Capital LLC | 2,529 | $137K | 0.0% | N/A | 0.000% | |
8/12/2025 | Evelyn Partners Asset Management Ltd | 214,366 | $11.65M | 2.8% | N/A | 0.012% | |
Big Changes Coming in August — Is Your IRA Ready? (Ad) Banks aren’t waiting for the headlines to catch up.
They’ve already started moving their wealth out of paper and into something tangible—something with real history behind it.
If your retirement savings are still stuck in stocks or bonds, you could be exposed. See how to protect your savings with this free retirement guide |
8/12/2025 | Franklin Resources Inc. | 19,264 | $1.05M | 0.0% | -10.8% | 0.001% | |
8/12/2025 | Journey Strategic Wealth LLC | 6,973 | $379K | 0.0% | -29.2% | 0.000% | |
8/12/2025 | MAI Capital Management | 4,829 | $262K | 0.0% | +46.2% | 0.000% | |
8/12/2025 | Seeds Investor LLC | 3,934 | $214K | 0.1% | N/A | 0.000% | |
8/12/2025 | JPMorgan Chase & Co. | 854,100 | $46.41M | 0.0% | +1.1% | 0.047% | |
8/12/2025 | Personal CFO Solutions LLC | 8,713 | $473K | 0.1% | +5.2% | 0.000% | |
8/11/2025 | Dorsey Wright & Associates | 34,650 | $1.88M | 0.4% | -38.4% | 0.002% | |
8/11/2025 | Cordatus Wealth Management LLC | 11,126 | $605K | 0.1% | -2.4% | 0.001% | |
8/11/2025 | Portside Wealth Group LLC | 15,778 | $857K | 0.1% | +31.1% | 0.001% | |
8/11/2025 | Frank Rimerman Advisors LLC | 6,866 | $373K | 0.0% | +3.5% | 0.000% | |
8/8/2025 | Rockefeller Capital Management L.P. | 89,123 | $4.84M | 0.0% | -59.9% | 0.005% | |
8/8/2025 | Avantax Advisory Services Inc. | 36,324 | $1.97M | 0.0% | +6.0% | 0.002% | |
8/8/2025 | Cetera Investment Advisers | 64,809 | $3.52M | 0.0% | +20.7% | 0.004% | |
8/8/2025 | Creative Planning | 214,293 | $11.65M | 0.0% | +14.5% | 0.012% | |
8/8/2025 | SG Americas Securities LLC | 61,373 | $3.34M | 0.0% | -4.2% | 0.003% | |
8/8/2025 | Wrapmanager Inc. | 3,964 | $215K | 0.1% | N/A | 0.000% | |
8/8/2025 | Advisors Capital Management LLC | 125,381 | $6.81M | 0.1% | -14.5% | 0.007% | |
8/8/2025 | Fiera Capital Corp | 12,008 | $653K | 0.0% | +15.3% | 0.001% | |
8/8/2025 | D Orazio & Associates Inc. | 17,504 | $951K | 0.1% | -3.7% | 0.001% | |
8/8/2025 | Bailard Inc. | 25,370 | $1.38M | 0.0% | +117.0% | 0.001% | |
8/8/2025 | ABC Arbitrage SA | 560,958 | $30.48M | 3.5% | +188.9% | 0.031% | |
8/8/2025 | PNC Financial Services Group Inc. | 50,495 | $2.74M | 0.0% | +5.8% | 0.003% | |
8/8/2025 | Wealth Alliance LLC | 9,615 | $522K | 0.1% | -6.2% | 0.001% | |
8/8/2025 | SBI Securities Co. Ltd. | 1,765 | $96K | 0.0% | +407.2% | 0.000% | |
8/7/2025 | Vise Technologies Inc. | 40,193 | $2.18M | 0.1% | N/A | 0.002% | |
8/7/2025 | Addison Advisors LLC | 4,360 | $237K | 0.1% | +11.3% | 0.000% | |
8/7/2025 | Profund Advisors LLC | 15,083 | $820K | 0.0% | +3.6% | 0.001% | |
8/7/2025 | Zions Bancorporation National Association UT | 54,791 | $2.98M | 0.2% | -16.9% | 0.003% | |
8/7/2025 | Martin Investment Management LLC | 11,390 | $619K | 0.2% | +33.5% | 0.001% | |
8/7/2025 | Campbell & CO Investment Adviser LLC | 52,954 | $2.88M | 0.2% | N/A | 0.003% | |
8/7/2025 | Connor Clark & Lunn Investment Management Ltd. | 393,536 | $21.39M | 0.1% | -11.4% | 0.021% | |
8/7/2025 | Parkside Financial Bank & Trust | 1,617 | $88K | 0.0% | +78.9% | 0.000% | |
8/6/2025 | Prospera Financial Services Inc | 14,293 | $777K | 0.0% | -2.0% | 0.001% | |
8/6/2025 | Vestmark Advisory Solutions Inc. | 59,087 | $3.21M | 0.0% | -32.0% | 0.003% | |
8/6/2025 | Savant Capital LLC | 10,832 | $589K | 0.0% | +58.1% | 0.001% | |
8/5/2025 | Main Street Research LLC | 7,666 | $417K | 0.0% | N/A | 0.000% | |
8/5/2025 | Ellevest Inc. | 32,373 | $1.76M | 0.3% | -7.7% | 0.002% | |
8/5/2025 | NewSquare Capital LLC | 566 | $31K | 0.0% | +522.0% | 0.000% | |
8/5/2025 | Prosperity Consulting Group LLC | 68,544 | $3.73M | 0.3% | -3.6% | 0.004% | |
8/5/2025 | Huntington National Bank | 4,900 | $266K | 0.0% | -4.4% | 0.000% | |
8/5/2025 | Bridgewater Advisors Inc. | 11,231 | $583K | 0.0% | -2.0% | 0.001% | |
8/5/2025 | Bank of New York Mellon Corp | 231,780 | $12.60M | 0.0% | -7.1% | 0.013% | |
8/5/2025 | Bank of Montreal Can | 610,412 | $33.17M | 0.0% | -2.3% | 0.033% | |
8/4/2025 | Simon Quick Advisors LLC | 6,701 | $364K | 0.0% | +40.2% | 0.000% | |
8/4/2025 | AdvisorShares Investments LLC | 24,179 | $1.31M | 0.2% | +20.2% | 0.001% | |
8/4/2025 | Atria Investments Inc | 63,311 | $3.44M | 0.0% | -12.4% | 0.003% | |
8/4/2025 | Assetmark Inc. | 82,745 | $4.50M | 0.0% | +204.1% | 0.005% | |
8/4/2025 | Keybank National Association OH | 4,250 | $231K | 0.0% | N/A | 0.000% | |
8/4/2025 | Hantz Financial Services Inc. | 2,500 | $136K | 0.0% | +693.7% | 0.000% | |
8/4/2025 | Arkadios Wealth Advisors | 11,288 | $613K | 0.0% | N/A | 0.001% | |
Big Changes Coming in August — Is Your IRA Ready? (Ad) Banks aren’t waiting for the headlines to catch up.
They’ve already started moving their wealth out of paper and into something tangible—something with real history behind it.
If your retirement savings are still stuck in stocks or bonds, you could be exposed. See how to protect your savings with this free retirement guide |
8/1/2025 | SYM FINANCIAL Corp | 4,163 | $226K | 0.0% | -6.6% | 0.000% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 22,820 | $1.24M | 0.0% | N/A | 0.001% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,770,084 | $96.19M | 0.0% | -2.7% | 0.096% | |
7/31/2025 | Oppenheimer Asset Management Inc. | 70,431 | $3.83M | 0.0% | -5.4% | 0.004% | |
7/31/2025 | Whipplewood Advisors LLC | 1,719 | $93K | 0.1% | +15.7% | 0.000% | |
7/31/2025 | Kornitzer Capital Management Inc. KS | 180,000 | $9.78M | 0.2% | +125.0% | 0.010% | |
7/31/2025 | Sage Mountain Advisors LLC | 5,454 | $296K | 0.0% | -6.7% | 0.000% | |
7/31/2025 | Caitong International Asset Management Co. Ltd | 608 | $33K | 0.0% | +99.3% | 0.000% | |
7/31/2025 | 180 Wealth Advisors LLC | 5,296 | $288K | 0.0% | +17.1% | 0.000% | |
7/31/2025 | Carnegie Investment Counsel | 362,560 | $19.70M | 0.4% | +14.0% | 0.020% | |