| 8/22/2025 | TT Capital Management LLC | 1,196 | $216K | 0.1% | N/A | 0.009% | |
| 8/19/2025 | Cape Investment Advisory Inc. | 365 | $71K | 0.0% | -33.5% | 0.003% | |
| 8/19/2025 | Anchor Investment Management LLC | 2,450 | $477K | 0.0% | -16.3% | 0.018% | |
| 8/18/2025 | Hershey Financial Advisers LLC | 6,079 | $1.18M | 1.1% | N/A | 0.044% | |
| 8/15/2025 | Resources Management Corp CT ADV | 24,713 | $4.82M | 0.7% | -2.4% | 0.180% | |
| 8/15/2025 | Corient Private Wealth LLC | 147,026 | $28.65M | 0.0% | +87.1% | 1.073% | |
| 8/15/2025 | Captrust Financial Advisors | 10,101 | $1.97M | 0.0% | -4.5% | 0.074% | |
| 8/15/2025 | Snowden Capital Advisors LLC | 1,515 | $295K | 0.0% | +7.3% | 0.011% | |
| 8/15/2025 | MML Investors Services LLC | 19,484 | $3.80M | 0.0% | +2.7% | 0.142% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 2,085 | $406K | 0.0% | +6.1% | 0.015% | |
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| 8/15/2025 | EP Wealth Advisors LLC | 1,259 | $245K | 0.0% | +18.9% | 0.009% | |
| 8/15/2025 | BNP Paribas Financial Markets | 26,400 | $5.14M | 0.0% | -7.0% | 0.193% | |
| 8/15/2025 | Bank of America Corp DE | 1,400,782 | $272.91M | 0.0% | -2.2% | 10.225% | |
| 8/15/2025 | Ameriprise Financial Inc. | 83,303 | $16.23M | 0.0% | -15.7% | 0.608% | |
| 8/14/2025 | Strategic Wealth Investment Group LLC | 420 | $82K | 0.1% | N/A | 0.003% | |
| 8/14/2025 | Vista Investment Management | 7,388 | $1.44M | 0.5% | -3.6% | 0.054% | |
| 8/14/2025 | Raymond James Financial Inc. | 119,197 | $23.22M | 0.0% | +16.9% | 0.870% | |
| 8/14/2025 | Quantinno Capital Management LP | 10,835 | $2.11M | 0.0% | +76.1% | 0.079% | |
| 8/14/2025 | Wealth Preservation Advisors LLC | 224 | $44K | 0.0% | -18.8% | 0.002% | |
| 8/14/2025 | Main Street Financial Solutions LLC | 9,448 | $1.84M | 0.1% | -1.4% | 0.069% | |
| 8/14/2025 | The Manufacturers Life Insurance Company | 285,005 | $55.53M | 0.0% | +2.1% | 2.080% | |
| 8/14/2025 | NewEdge Advisors LLC | 2,852 | $556K | 0.0% | +119.6% | 0.021% | |
| 8/13/2025 | ESG Planning DBA Harper Investing | 3,160 | $616K | 0.3% | -18.4% | 0.023% | |
| 8/13/2025 | PGIM Custom Harvest LLC | 140,906 | $27.45M | 0.6% | -7.1% | 1.029% | |
| 8/13/2025 | Idaho Trust Co | 1,110 | $216K | 0.1% | -11.1% | 0.008% | |
| 8/13/2025 | Cresset Asset Management LLC | 5,730 | $1.12M | 0.0% | -1.9% | 0.042% | |
| 8/13/2025 | Brown Advisory Inc. | 4,681 | $912K | 0.0% | -5.3% | 0.034% | |
| 8/13/2025 | M Holdings Securities Inc. | 41,584 | $8.10M | 1.4% | +3.0% | 0.304% | |
| 8/13/2025 | Baird Financial Group Inc. | 4,677 | $911K | 0.0% | -4.4% | 0.034% | |
| 8/13/2025 | CW Advisors LLC | 6,050 | $1.18M | 0.0% | -3.0% | 0.044% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 2,164 | $422K | 0.0% | -2.3% | 0.016% | |
| 8/13/2025 | M&T Bank Corp | 19,726 | $3.84M | 0.0% | -6.8% | 0.144% | |
| 8/13/2025 | Lido Advisors LLC | 46,118 | $8.99M | 0.0% | +2.7% | 0.337% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 43,609 | $8.50M | 0.0% | -7.6% | 0.318% | |
| 8/13/2025 | Russell Investments Group Ltd. | 315 | $61K | 0.0% | -18.8% | 0.002% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 29,869 | $5.82M | 0.1% | +1.7% | 0.218% | |
| 8/12/2025 | Laurel Wealth Advisors LLC | 66,048 | $12.87M | 0.0% | +169,253.8% | 0.482% | |
| 8/12/2025 | One Charles Private Wealth Services LLC | 2,346 | $457K | 0.1% | +17.5% | 0.017% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 6,435 | $1.25M | 0.0% | -1.9% | 0.047% | |
| 8/12/2025 | AlphaCore Capital LLC | 5,782 | $1.13M | 0.0% | N/A | 0.042% | |
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| 8/12/2025 | JPMorgan Chase & Co. | 55,735 | $10.86M | 0.0% | -4.5% | 0.407% | |
| 8/12/2025 | NFP Retirement Inc. | 1,854 | $361K | 0.0% | +6.1% | 0.014% | |
| 8/11/2025 | TD Waterhouse Canada Inc. | 3,658 | $729K | 0.0% | +15.6% | 0.026% | |
| 8/8/2025 | Cetera Investment Advisers | 89,558 | $17.45M | 0.0% | -2.1% | 0.641% | |
| 8/8/2025 | Creative Planning | 25,793 | $5.03M | 0.0% | -2.0% | 0.185% | |
| 8/8/2025 | Empower Advisory Group LLC | 348,715 | $67.94M | 0.2% | +2.3% | 2.495% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 17,482 | $3.41M | 0.1% | +5.6% | 0.125% | |
| 8/8/2025 | Richmond Brothers Inc. | 17,886 | $3.49M | 2.3% | -9.3% | 0.128% | |
| 8/8/2025 | Bailard Inc. | 3,498 | $682K | 0.0% | +18.6% | 0.025% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 46,127 | $8.99M | 0.0% | -6.0% | 0.330% | |
| 8/7/2025 | Birchcreek Wealth Management LLC | 1,516 | $295K | 0.2% | +3.5% | 0.011% | |
| 8/7/2025 | Allworth Financial LP | 989 | $193K | 0.0% | +563.8% | 0.007% | |
| 8/7/2025 | PFG Advisors | 1,098 | $214K | 0.0% | N/A | 0.008% | |
| 8/6/2025 | Prospera Financial Services Inc | 12,888 | $2.52M | 0.0% | +169.8% | 0.092% | |
| 8/6/2025 | AE Wealth Management LLC | 300 | $58K | 0.0% | -66.5% | 0.002% | |
| 8/6/2025 | Bonfire Financial | 5,227 | $1.02M | 0.8% | +4.9% | 0.037% | |
| 8/6/2025 | KCM Investment Advisors LLC | 38,231 | $7.45M | 0.2% | -3.4% | 0.273% | |
| 8/6/2025 | Wedbush Securities Inc. | 2,276 | $443K | 0.0% | -27.7% | 0.016% | |
| 8/6/2025 | Bryn Mawr Trust Advisors LLC | 1,526 | $297K | 0.0% | -6.2% | 0.011% | |
| 8/6/2025 | Golden State Wealth Management LLC | 1,550 | $302K | 0.0% | -29.6% | 0.011% | |
| 8/5/2025 | Mason Investment Advisory Services Inc. | 2,945 | $574K | 0.0% | +4.0% | 0.021% | |
| 8/5/2025 | Huntington National Bank | 944 | $184K | 0.0% | -15.5% | 0.007% | |
| 8/5/2025 | Bank of Montreal Can | 2,075 | $404K | 0.0% | -7.6% | 0.015% | |
| 8/5/2025 | Sigma Planning Corp | 20,176 | $3.93M | 0.1% | +7.1% | 0.144% | |
| 8/5/2025 | Mission Wealth Management LP | 1,391 | $271K | 0.0% | N/A | 0.010% | |
| 8/5/2025 | TIAA Trust National Association | 1,539 | $300K | 0.0% | -24.3% | 0.011% | |
| 8/5/2025 | Elm Partners Management LLC | 1,444 | $281K | 0.0% | N/A | 0.010% | |
| 8/4/2025 | Silver Coast Investments LLC | 16,467 | $3.21M | 1.2% | +2.1% | 0.118% | |
| 8/4/2025 | Simon Quick Advisors LLC | 10,131 | $1.97M | 0.1% | N/A | 0.072% | |
| 8/4/2025 | Atria Investments Inc | 10,707 | $2.09M | 0.0% | -9.2% | 0.077% | |
| 8/4/2025 | Assetmark Inc. | 3,364 | $655K | 0.0% | +51.3% | 0.024% | |
| 8/1/2025 | Brookwood Investment Group LLC | 1,387 | $270K | 0.0% | -5.8% | 0.010% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 220,736 | $43.01M | 0.0% | -25.4% | 1.579% | |
| 7/31/2025 | Wealthfront Advisers LLC | 2,737 | $533K | 0.0% | -9.9% | 0.020% | |
| 7/31/2025 | Conservest Capital Advisors Inc. | 2,563 | $499K | 0.0% | N/A | 0.018% | |
| 7/31/2025 | Brighton Jones LLC | 6,137 | $1.20M | 0.0% | +4.2% | 0.044% | |
| 7/31/2025 | Sharper & Granite LLC | 6,985 | $1.41M | 0.5% | +26.5% | 0.050% | |
| 7/30/2025 | Freedom Investment Management Inc. | 1,721 | $335K | 0.0% | -4.2% | 0.012% | |
| 7/30/2025 | Axiom Financial Strategies LLC | 9,278 | $1.81M | 1.0% | -1.0% | 0.066% | |
| 7/30/2025 | Phillips Financial Management LLC | 3,858 | $752K | 0.1% | +4.0% | 0.028% | |
| 7/30/2025 | Retirement Planning Group LLC | 1,766 | $344K | 0.0% | -7.5% | 0.013% | |
| 7/30/2025 | D.A. Davidson & CO. | 6,579 | $1.28M | 0.0% | -8.7% | 0.047% | |
| 7/30/2025 | WBH Advisory Inc. | 4,342 | $846K | 0.1% | -2.2% | 0.031% | |
| 7/29/2025 | Aspiriant LLC | 2,324 | $453K | 0.0% | -19.6% | 0.017% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 4,179 | $814K | 0.0% | -33.4% | 0.030% | |
| 7/28/2025 | Sagace Wealth Management LLC | 10,250 | $2.00M | 1.5% | -54.1% | 0.073% | |
| 7/28/2025 | Mutual Advisors LLC | 2,006 | $411K | 0.0% | +73.7% | 0.014% | |
| 7/28/2025 | Founders Grove Wealth Partners LLC | 6,506 | $1.27M | 0.3% | +1.3% | 0.047% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 2,301 | $448K | 0.0% | -6.0% | 0.016% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 17,025 | $3.38M | 0.1% | -31.2% | 0.122% | |
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. |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 9,753 | $1.90M | 0.0% | -46.3% | 0.070% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 2,691 | $524K | 0.0% | -5.4% | 0.019% | |
| 7/25/2025 | GW Henssler & Associates Ltd. | 64,609 | $12.59M | 0.7% | N/A | 0.462% | |
| 7/25/2025 | LRI Investments LLC | 23,783 | $4.63M | 0.4% | +7.5% | 0.170% | |
| 7/25/2025 | CWM LLC | 294 | $57K | 0.0% | +58.9% | 0.002% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 1,029 | $200K | 0.0% | N/A | 0.007% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 4,729 | $921K | 0.0% | +1.4% | 0.034% | |
| 7/24/2025 | Comprehensive Money Management Services LLC | 5,122 | $998K | 0.8% | -3.6% | 0.037% | |
| 7/24/2025 | Strengthening Families & Communities LLC | 43,231 | $8.41M | 4.6% | -4.4% | 0.309% | |
| 7/24/2025 | Blair William & Co. IL | 2,401 | $468K | 0.0% | -70.7% | 0.017% | |
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