| 8/8/2025 | Cetera Investment Advisers | 3,811 | $222K | 0.0% | N/A | 0.058% | |
| 8/6/2025 | AE Wealth Management LLC | 38,484 | $2.24M | 0.0% | +219.1% | 0.583% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,730,812 | $100.82M | 0.0% | +98.3% | 26.224% | |
| 7/30/2025 | D.A. Davidson & CO. | 41,117 | $2.40M | 0.0% | N/A | 0.623% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 228,930 | $13.34M | 0.7% | +5.0% | 3.469% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 7,503 | $437K | 0.0% | +10.7% | 0.114% | |
| 7/25/2025 | Astoria Portfolio Advisors LLC. | 5,724 | $340K | 0.1% | +5.8% | 0.087% | |
| 7/25/2025 | Tranquility Partners LLC | 4,496 | $262K | 0.1% | +7.3% | 0.068% | |
| 7/24/2025 | IFP Advisors Inc | 23,513 | $1.37M | 0.0% | +1,667.9% | 0.356% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 3,858 | $225K | 0.0% | N/A | 0.058% | |
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| 7/10/2025 | Sovran Advisors LLC | 37,952 | $2.21M | 0.2% | +192.1% | 0.579% | |
| 5/19/2025 | Jane Street Group LLC | 38,555 | $2.00M | 0.0% | +332.1% | 0.688% | |
| 5/14/2025 | Synovus Financial Corp | 34,854 | $1.81M | 0.0% | -0.7% | 0.622% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 23,035 | $1.19M | 0.0% | +2.3% | 0.411% | |
| 5/13/2025 | American Century Companies Inc. | 1,320,078 | $68.41M | 0.0% | -3.1% | 23.573% | |
| 5/12/2025 | Benjamin Edwards Inc. | 6,015 | $312K | 0.0% | N/A | 0.107% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 6,780 | $351K | 0.0% | +29.0% | 0.121% | |
| 5/7/2025 | Sunpointe LLC | 56,646 | $2.94M | 1.6% | -0.5% | 1.012% | |
| 5/7/2025 | LPL Financial LLC | 256,972 | $13.32M | 0.0% | +6.8% | 5.244% | |
| 5/7/2025 | Intellus Advisors LLC | 227,717 | $11.80M | 2.1% | N/A | 4.647% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 30,952 | $1.60M | 0.0% | +7.7% | 0.632% | |
| 5/6/2025 | AE Wealth Management LLC | 12,059 | $625K | 0.0% | +45.9% | 0.246% | |
| 5/6/2025 | BlueChip Wealth Advisors LLC | 4,282 | $222K | 0.1% | N/A | 0.087% | |
| 5/5/2025 | IFP Advisors Inc | 1,330 | $69K | 0.0% | N/A | 0.027% | |
| 5/1/2025 | Park Square Financial Group LLC | 477 | $25K | 0.0% | N/A | 0.010% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 217,983 | $11.30M | 0.6% | N/A | 4.449% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 872,812 | $45.23M | 0.0% | -44.3% | 17.812% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 5,412 | $285K | 0.1% | N/A | 0.110% | |
| 4/24/2025 | Tranquility Partners LLC | 4,191 | $217K | 0.1% | N/A | 0.086% | |
| 4/22/2025 | Worth Financial Advisory Group LLC | 5,551 | $288K | 0.2% | -5.5% | 0.113% | |
| 4/17/2025 | Stewardship Advisors LLC | 8,926 | $463K | 0.1% | -50.9% | 0.182% | |
| 2/17/2025 | Citadel Advisors LLC | 38,209 | $1.83M | 0.0% | N/A | 0.822% | |
| 2/17/2025 | Bank of America Corp DE | 340,600 | $16.29M | 0.0% | +10.2% | 7.325% | |
| 2/14/2025 | Jane Street Group LLC | 8,922 | $427K | 0.0% | -61.4% | 0.192% | |
| 2/14/2025 | MML Investors Services LLC | 36,905 | $1.77M | 0.0% | +22.9% | 0.794% | |
| 2/13/2025 | Raymond James Financial Inc. | 56,386 | $2.70M | 0.0% | N/A | 1.213% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,566,497 | $74.93M | 0.0% | +2.2% | 33.688% | |
| 2/11/2025 | LPL Financial LLC | 240,636 | $11.51M | 0.0% | -5.6% | 5.175% | |
| 2/11/2025 | American Century Companies Inc. | 1,362,532 | $65.17M | 0.0% | +2.6% | 29.302% | |
| 2/6/2025 | Raymond James Financial Inc. | 56,386 | $2.70M | 0.0% | N/A | 1.213% | |
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| 2/3/2025 | Sunpointe LLC | 56,946 | $2.72M | 1.4% | N/A | 1.225% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 5,255 | $251K | 0.0% | N/A | 0.113% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 12,995 | $622K | 0.0% | -6.1% | 0.279% | |
| 1/29/2025 | Sovran Advisors LLC | 13,048 | $624K | 0.1% | N/A | 0.281% | |
| 1/23/2025 | Synergy Asset Management LLC | 4,211 | $201K | 0.0% | N/A | 0.091% | |
| 1/21/2025 | Stewardship Advisors LLC | 18,192 | $870K | 0.2% | -13.1% | 0.391% | |
| 11/15/2024 | Executive Wealth Management LLC | 32,402 | $1.68M | 0.1% | N/A | 0.697% | |
| 11/15/2024 | MML Investors Services LLC | 30,026 | $1.55M | 0.0% | +5.4% | 0.646% | |
| 11/15/2024 | Jane Street Group LLC | 23,101 | $1.19M | 0.0% | -14.1% | 0.497% | |
| 11/15/2024 | Stifel Financial Corp | 31,663 | $1.64M | 0.0% | -8.5% | 0.681% | |
| 11/15/2024 | IHT Wealth Management LLC | 161,895 | $8.37M | 0.2% | -24.8% | 3.482% | |
| 11/1/2024 | Executive Wealth Management LLC | 32,402 | $1.68M | 0.2% | N/A | 0.697% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 13,845 | $716K | 0.0% | +58.2% | 0.298% | |
| 10/21/2024 | Stewardship Advisors LLC | 20,927 | $1.08M | 0.3% | -8.2% | 0.450% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 1,051,615 | $51.02M | 0.0% | -34.5% | 22.615% | |
| 8/8/2024 | American Century Companies Inc. | 1,353,294 | $65.65M | 0.0% | -1.5% | 29.103% | |
| 7/19/2024 | Leicht Financial Planning & Wealth Management Inc. | 8,848 | $429K | 0.2% | -23.4% | 0.190% | |
| 7/10/2024 | Stewardship Advisors LLC | 22,801 | $1.11M | 0.4% | -57.9% | 0.490% | |
| 5/21/2024 | Atria Investments Inc | 59,503 | $2.96M | 0.0% | -7.4% | 1.280% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 18,983 | $943K | 0.0% | +295.7% | 0.408% | |
| 5/1/2024 | Leicht Financial Planning & Wealth Management Inc. | 11,553 | $574K | 0.3% | -40.0% | 0.248% | |
| 4/30/2024 | BlueChip Wealth Advisors LLC | 5,282 | $262K | 0.2% | -9.1% | 0.114% | |
| 4/18/2024 | Synergy Asset Management LLC | 4,030 | $200K | 0.0% | -37.0% | 0.087% | |
| 3/15/2024 | BlueChip Wealth Advisors LLC | 5,813 | $270K | 0.2% | N/A | 0.120% | |
| 2/13/2024 | Envestnet Asset Management Inc. | 1,536,948 | $71.39M | 0.0% | +3.1% | 31.690% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 4,797 | $223K | 0.0% | N/A | 0.099% | |
| 1/26/2024 | Executive Wealth Management LLC | 25,214 | $1.17M | 0.1% | +3.8% | 0.520% | |
| 1/19/2024 | Synergy Asset Management LLC | 6,398 | $297K | 0.1% | N/A | 0.132% | |
| 1/16/2024 | Leicht Financial Planning & Wealth Management Inc. | 19,265 | $895K | 0.5% | +185.5% | 0.397% | |
| 1/11/2024 | Stewardship Advisors LLC | 271,114 | $12.59M | 4.5% | -0.7% | 5.590% | |
| 11/30/2023 | American Century Companies Inc. | 1,548,888 | $66.44M | 0.1% | -5.5% | 31.936% | |
| 11/14/2023 | Synovus Financial Corp | 37,540 | $1.61M | 0.0% | -13.1% | 0.774% | |
| 11/13/2023 | LPL Financial LLC | 200,682 | $8.61M | 0.0% | +6.1% | 4.138% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 1,491,426 | $63.98M | 0.0% | +4.2% | 30.751% | |
| 11/7/2023 | Executive Wealth Management LLC | 24,287 | $1.04M | 0.1% | +3.0% | 0.501% | |
| 11/7/2023 | Atria Investments Inc | 66,793 | $2.87M | 0.1% | +1.1% | 1.377% | |
| 11/6/2023 | Sigma Planning Corp | 6,875 | $295K | 0.0% | +9.2% | 0.142% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 5,232 | $224K | 0.0% | -36.0% | 0.108% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 19,057 | $818K | 0.0% | +14.1% | 0.393% | |
| 10/13/2023 | Worth Financial Advisory Group LLC | 5,752 | $247K | 0.2% | +6.4% | 0.119% | |
| 8/11/2023 | Smith Moore & CO. | 8,252 | $364K | 0.0% | -26.9% | 0.170% | |
| 8/9/2023 | Flow Traders U.S. LLC | 22,544 | $996K | 0.0% | N/A | 0.465% | |
| 8/8/2023 | Synovus Financial Corp | 43,180 | $1.91M | 0.0% | +2.6% | 0.890% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 1,431,423 | $63.22M | 0.0% | -1.9% | 29.514% | |
| 8/4/2023 | Atria Investments Inc | 66,090 | $2.92M | 0.1% | +1.8% | 1.363% | |
| 8/2/2023 | Executive Wealth Management LLC | 23,588 | $1.04M | 0.1% | +22.0% | 0.486% | |
| 8/2/2023 | Sigma Planning Corp | 6,298 | $278K | 0.0% | N/A | 0.130% | |
| 7/31/2023 | LPL Financial LLC | 189,117 | $8.35M | 0.0% | +12.2% | 3.899% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 8,179 | $361K | 0.0% | -4.2% | 0.167% | |
| 7/25/2023 | Raymond James & Associates | 6,172 | $273K | 0.0% | -5.4% | 0.126% | |
GENIUS Act: Cancel Your Money? (Ad) A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. Backed by the government but powered by private corporations, this initiative paves the way for digital dollars—programmable, trackable, and outside your control.
Once embedded into apps, banks, and retail systems, opting out may no longer be possible. But there’s still time to protect your financial freedom—if you act before the system goes fully live. Get the free info kit with 3 strategies to sidestep digital dollar control. |
| 7/14/2023 | Leicht Financial Planning & Wealth Management Inc. | 6,748 | $298K | 0.2% | -45.8% | 0.138% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 16,695 | $737K | 0.0% | N/A | 0.341% | |
| 7/10/2023 | Stewardship Advisors LLC | 272,966 | $12.06M | 4.5% | -0.6% | 5.571% | |
| 5/12/2023 | Executive Wealth Management LLC | 19,337 | $844K | 0.1% | -7.6% | 0.411% | |
| 5/11/2023 | Synovus Financial Corp | 42,077 | $1.84M | 0.0% | +0.9% | 0.895% | |
| 5/11/2023 | American Century Companies Inc. | 1,690,101 | $73.74M | 0.1% | -0.7% | 35.960% | |
| 5/11/2023 | Envestnet Asset Management Inc. | 1,459,292 | $63.67M | 0.0% | +3.8% | 31.049% | |
| 5/10/2023 | Atria Investments Inc | 64,893 | $2.83M | 0.1% | +12.5% | 1.381% | |
| 5/10/2023 | LPL Financial LLC | 168,534 | $7.35M | 0.0% | +16.0% | 3.586% | |
| 5/5/2023 | Leicht Financial Planning & Wealth Management Inc. | 12,460 | $544K | 0.3% | -42.0% | 0.265% | |
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