| 8/14/2025 | Raymond James Financial Inc. | 326,257 | $13.68M | 0.0% | +0.6% | 0.790% | |
| 8/14/2025 | Clarity Asset Management Inc. | 106,247 | $4.45M | 2.7% | +11.0% | 0.257% | |
| 8/14/2025 | NewEdge Advisors LLC | 113,372 | $4.75M | 0.0% | +23.2% | 0.275% | |
| 8/14/2025 | Cerity Partners LLC | 13,746 | $576K | 0.0% | +8.4% | 0.033% | |
| 8/13/2025 | Per Stirling Capital Management LLC. | 13,400 | $562K | 0.1% | -25.6% | 0.032% | |
| 8/13/2025 | Cresset Asset Management LLC | 75,523 | $3.17M | 0.0% | +2.8% | 0.183% | |
| 8/13/2025 | Milestone Investment Advisors LLC | 2,750 | $115K | 0.0% | +16.8% | 0.007% | |
| 8/13/2025 | Trek Financial LLC | 7,372 | $309K | 0.0% | -12.3% | 0.018% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 335,129 | $14.05M | 0.1% | +7.9% | 0.811% | |
| 8/13/2025 | VestGen Advisors LLC | 22,157 | $930K | 0.0% | -13.4% | 0.054% | |
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| 8/13/2025 | Denver Wealth Management Inc. | 5,360 | $225K | 0.1% | N/A | 0.013% | |
| 8/13/2025 | Hsbc Holdings PLC | 53,890 | $2.26M | 0.0% | -11.1% | 0.130% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 27,054 | $1.13M | 0.0% | -9.5% | 0.066% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 10,581 | $443K | 0.0% | -4.8% | 0.026% | |
| 8/12/2025 | Journey Strategic Wealth LLC | 26,400 | $1.11M | 0.0% | +1.9% | 0.064% | |
| 8/12/2025 | JPMorgan Chase & Co. | 2,017,550 | $84.57M | 0.0% | -0.2% | 4.885% | |
| 8/11/2025 | TD Waterhouse Canada Inc. | 6,138 | $257K | 0.0% | +6.5% | 0.015% | |
| 8/11/2025 | Diversified Portfolios Inc. | 19,473 | $816K | 0.1% | +1.9% | 0.047% | |
| 8/11/2025 | Wescott Financial Advisory Group LLC | 20,244 | $849K | 0.1% | +20.9% | 0.049% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 14,646 | $614K | 0.0% | -7.5% | 0.035% | |
| 8/8/2025 | Cetera Investment Advisers | 127,675 | $5.35M | 0.0% | -2.5% | 0.309% | |
| 8/8/2025 | Creative Planning | 9,130 | $383K | 0.0% | -15.1% | 0.022% | |
| 8/8/2025 | WealthShield Partners LLC | 28,015 | $1.17M | 0.1% | -21.7% | 0.068% | |
| 8/8/2025 | Better Money Decisions LLC | 20,516 | $860K | 0.5% | +3.5% | 0.050% | |
| 8/8/2025 | Bailard Inc. | 25,499 | $1.07M | 0.0% | -10.3% | 0.062% | |
| 8/7/2025 | Fund Evaluation Group LLC | 210,669 | $8.82M | 0.3% | -3.3% | 0.510% | |
| 8/7/2025 | CENTRAL TRUST Co | 8,028 | $336K | 0.0% | -4.8% | 0.019% | |
| 8/7/2025 | Allworth Financial LP | 178,114 | $7.47M | 0.0% | +0.4% | 0.431% | |
| 8/7/2025 | Fountainhead AM LLC | 6,564 | $275K | 0.0% | -8.7% | 0.016% | |
| 8/6/2025 | RWA Wealth Partners LLC | 124,330 | $5.21M | 0.1% | -22.2% | 0.301% | |
| 8/6/2025 | Summit Investment Advisors Inc. | 17,983 | $728K | 0.6% | +6.4% | 0.044% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 450,848 | $18.90M | 0.3% | +122.0% | 1.092% | |
| 8/6/2025 | Modera Wealth Management LLC | 8,700 | $365K | 0.0% | -8.1% | 0.021% | |
| 8/5/2025 | Clarity Wealth Development LLC | 9,229 | $387K | 0.4% | +3.6% | 0.022% | |
| 8/5/2025 | Bank of New York Mellon Corp | 181,748 | $7.62M | 0.0% | +0.2% | 0.440% | |
| 8/5/2025 | Snider Financial Group | 4,882 | $205K | 0.1% | N/A | 0.012% | |
| 8/5/2025 | Mission Wealth Management LP | 210,701 | $8.83M | 0.2% | +2.4% | 0.510% | |
| 8/5/2025 | TIAA Trust National Association | 4,292,766 | $179.93M | 0.5% | +11.2% | 10.394% | |
| 8/4/2025 | Rede Wealth LLC | 6,712 | $281K | 0.1% | -4.5% | 0.016% | |
| 8/4/2025 | One Day In July LLC | 68,657 | $2.88M | 0.3% | -17.8% | 0.166% | |
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| 8/4/2025 | Savvy Advisors Inc. | 9,897 | $415K | 0.0% | N/A | 0.024% | |
| 8/4/2025 | Assetmark Inc. | 100,953 | $4.23M | 0.0% | +7.3% | 0.244% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 9,921 | $416K | 0.0% | +60.1% | 0.024% | |
| 8/4/2025 | WNY Asset Management LLC | 57,411 | $2.41M | 0.3% | -31.1% | 0.139% | |
| 8/1/2025 | Equita Financial Network Inc. | 48,581 | $2.04M | 0.8% | -1.6% | 0.118% | |
| 8/1/2025 | Rossby Financial LCC | 12,952 | $543K | 0.2% | -7.2% | 0.031% | |
| 8/1/2025 | Penobscot Wealth Management | 7,160 | $300K | 0.1% | +17.6% | 0.017% | |
| 8/1/2025 | American Financial & Tax Strategies Inc. | 7,653 | $321K | 0.2% | +8.1% | 0.019% | |
| 8/1/2025 | Riverwater Partners LLC | 6,230 | $261K | 0.1% | N/A | 0.015% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 920,859 | $38.60M | 0.0% | -6.7% | 2.230% | |
| 7/31/2025 | First Business Financial Services Inc. | 21,249 | $891K | 0.1% | +1.4% | 0.051% | |
| 7/31/2025 | Trademark Financial Management LLC | 27,762 | $1.16M | 0.7% | +3.7% | 0.067% | |
| 7/31/2025 | Opes Wealth Management LLC | 89,026 | $3.73M | 0.7% | +4.3% | 0.216% | |
| 7/31/2025 | Money Design Co. Ltd. | 201,098 | $8.43M | 0.4% | -5.0% | 0.487% | |
| 7/30/2025 | Onyx Bridge Wealth Group LLC | 26,552 | $1.11M | 0.1% | +68.6% | 0.064% | |
| 7/30/2025 | D.A. Davidson & CO. | 12,317 | $516K | 0.0% | +6.1% | 0.030% | |
| 7/29/2025 | Crux Wealth Advisors | 90,354 | $3.79M | 1.6% | N/A | 0.219% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 9,051 | $386K | 0.0% | +4.9% | 0.022% | |
| 7/29/2025 | Morgan Dempsey Capital Management LLC | 4,617 | $194K | 0.1% | -16.9% | 0.011% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 19,005 | $797K | 0.0% | -11.6% | 0.046% | |
| 7/29/2025 | Private Wealth Management Group LLC | 25,631 | $1.07M | 0.4% | -1.8% | 0.062% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 7,222 | $303K | 0.0% | -5.6% | 0.017% | |
| 7/29/2025 | Sincerus Advisory LLC | 35,879 | $1.53M | 1.4% | +3.9% | 0.087% | |
| 7/28/2025 | Harbour Investments Inc. | 21,229 | $890K | 0.0% | +4.3% | 0.051% | |
| 7/28/2025 | CGC Financial Services LLC | 3,708 | $155K | 0.1% | -97.6% | 0.009% | |
| 7/28/2025 | Wilmington Savings Fund Society FSB | 85,790 | $3.60M | 0.1% | -0.3% | 0.208% | |
| 7/25/2025 | NorthRock Partners LLC | 19,369 | $812K | 0.0% | -13.4% | 0.047% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 5,386 | $226K | 0.0% | N/A | 0.013% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 346,229 | $14.51M | 0.1% | +1.0% | 0.838% | |
| 7/25/2025 | Concord Asset Management LLC VA | 12,792 | $536K | 0.1% | +79.4% | 0.031% | |
| 7/25/2025 | RHS Financial LLC | 5,136 | $215K | 0.1% | -21.8% | 0.012% | |
| 7/25/2025 | CWM LLC | 34,898 | $1.46M | 0.0% | +571.1% | 0.084% | |
| 7/25/2025 | Strategic Point Investment Advisors LLC | 45,355 | $1.90M | 0.3% | -4.4% | 0.110% | |
| 7/24/2025 | Eastern Bank | 304,587 | $12.77M | 0.2% | -0.5% | 0.737% | |
| 7/24/2025 | rebel Financial LLC | 91,145 | $3.82M | 1.7% | N/A | 0.221% | |
| 7/23/2025 | ETF Portfolio Partners Inc. | 9,502 | $398K | 0.1% | +6.0% | 0.023% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 24,069 | $1.01M | 0.1% | +14.1% | 0.058% | |
| 7/22/2025 | Relyea Zuckerberg Hanson LLC | 6,292 | $264K | 0.0% | -10.3% | 0.015% | |
| 7/22/2025 | Mascoma Wealth Management LLC | 46,877 | $1.97M | 0.5% | -20.1% | 0.114% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 40,612 | $1.70M | 0.1% | -60.1% | 0.098% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 386,763 | $16.21M | 0.4% | -1.1% | 0.936% | |
| 7/18/2025 | BSW Wealth Partners | 95,934 | $4.02M | 0.6% | -20.7% | 0.232% | |
| 7/18/2025 | First Pacific Financial | 10,074 | $422K | 0.1% | +5.2% | 0.024% | |
| 7/18/2025 | Marino Stram & Associates LLC | 26,487 | $1.11M | 0.2% | -57.7% | 0.064% | |
| 7/18/2025 | PFG Investments LLC | 11,430 | $479K | 0.0% | +5.5% | 0.028% | |
| 7/18/2025 | Institute for Wealth Management LLC. | 8,712 | $365K | 0.0% | +27.7% | 0.021% | |
| 7/18/2025 | Truist Financial Corp | 13,749 | $576K | 0.0% | +4.7% | 0.033% | |
| 7/18/2025 | Lockerman Financial Group Inc. | 11,267 | $472K | 0.6% | -3.4% | 0.027% | |
| 7/17/2025 | XY Planning Network Inc. | 11,851 | $497K | 0.2% | +8.7% | 0.029% | |
| 7/17/2025 | Johnson Bixby & Associates LLC | 13,211 | $554K | 0.1% | -6.6% | 0.032% | |
When the levee breaks (Ad) The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was projected. According to Porter Stansberry, this is panic-level borrowing… and a clear sign we’re nearing America’s financial breaking point.
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| 7/16/2025 | ST Germain D J Co. Inc. | 134,719 | $5.65M | 0.2% | +2.3% | 0.326% | |
| 7/16/2025 | Falcon Wealth Planning | 30,075 | $1.26M | 0.1% | +32.1% | 0.073% | |
| 7/15/2025 | McAdam LLC | 17,195 | $721K | 0.0% | +5.8% | 0.042% | |
| 7/15/2025 | Regatta Capital Group LLC | 141,763 | $5.94M | 1.0% | -0.7% | 0.343% | |
| 7/15/2025 | RTD Financial Advisors Inc. | 10,396 | $436K | 0.1% | -7.1% | 0.025% | |
| 7/15/2025 | CGN Advisors LLC | 42,551 | $1.78M | 0.2% | +4.6% | 0.103% | |
| 7/14/2025 | Park Avenue Securities LLC | 67,427 | $2.83M | 0.0% | N/A | 0.163% | |
| 7/11/2025 | Bond & Devick Financial Network Inc. | 27,630 | $1.16M | 0.4% | +16.8% | 0.067% | |
| 7/11/2025 | CX Institutional | 58,957 | $2.47M | 0.1% | -7.7% | 0.143% | |
| 7/11/2025 | UMB Bank n.a. | 34,694 | $1.45M | 0.0% | -6.0% | 0.084% | |
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