| 10/13/2026 | Forvis Mazars Wealth Advisors LLC | 219,315 | $8.25M | 0.1% | N/A | 0.071% | |
| 10/13/2026 | Vannoy Advisory Group Inc. | 623,428 | $23.45M | 13.6% | +0.3% | 0.201% | |
| 10/13/2026 | PCA Investment Advisory Services Inc. | 671,162 | $25.24M | 6.9% | +5.6% | 0.216% | |
| 10/13/2026 | Heffernan Advisory Inc. | 219,143 | $8.24M | 5.6% | N/A | 0.071% | |
| 10/13/2026 | Sax Wealth Advisors LLC | 68,499 | $2.58M | 0.1% | -47.0% | 0.022% | |
| 10/9/2026 | CogentBlue Wealth Advisors LLC | 15,276 | $575K | 0.5% | -13.6% | 0.005% | |
| 10/9/2026 | Balefire LLC | 7,541 | $284K | 0.0% | +16.1% | 0.002% | |
| 10/9/2026 | Market Street Wealth Management Advisors LLC | 923,856 | $34.75M | 5.0% | +12.9% | 0.298% | |
| 10/9/2026 | Acropolis Investment Management LLC | 6,627 | $249K | 0.0% | N/A | 0.002% | |
| 10/8/2026 | Hiley Hunt Wealth Management | 479,777 | $18.04M | 7.0% | +3.8% | 0.155% | |
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| 10/8/2026 | Farther Finance Advisors LLC | 828,193 | $31.15M | 0.2% | +64.7% | 0.267% | |
| 10/8/2026 | Apella Capital LLC | 5,071,742 | $189.38M | 2.4% | +6.3% | 1.635% | |
| 10/8/2026 | Avidian Wealth Enterprises LLC | 13,051 | $491K | 0.0% | N/A | 0.004% | |
| 10/8/2026 | Tactive Advisors LLC | 13,447 | $506K | 0.1% | N/A | 0.004% | |
| 10/7/2026 | Venture Visionary Partners LLC | 22,461 | $845K | 0.0% | -24.7% | 0.007% | |
| 10/7/2026 | Great Waters Wealth Management | 491,025 | $18.47M | 1.7% | -14.5% | 0.158% | |
| 10/6/2026 | Financial Symmetry Inc | 589,860 | $22.19M | 7.1% | +28.3% | 0.190% | |
| 10/5/2026 | Ballew Advisors Inc | 6,943 | $262K | 0.1% | N/A | 0.002% | |
| 10/2/2026 | CX Institutional | 7,674 | $289K | 0.0% | -20.7% | 0.002% | |
| 10/2/2026 | Versant Capital Management Inc | 631,477 | $23.75M | 2.0% | +3.3% | 0.204% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 5,961,527 | $222.13M | 0.0% | +9.7% | 1.922% | |
| 9/17/2026 | Wellington Altus USA Inc. | 3,300 | $117K | 0.1% | -61.6% | 0.001% | |
| 9/9/2026 | Capstone Financial Advisors Inc. | 31,667 | $1.18M | 0.1% | +52.6% | 0.010% | |
| 9/9/2026 | Sequoia Financial Advisors LLC | 7,799 | $291K | 0.0% | -22.5% | 0.003% | |
| 9/9/2026 | Cahill Financial Advisors Inc. | 75,167 | $2.80M | 0.3% | +4.6% | 0.024% | |
| 9/9/2026 | Archford Capital Strategies LLC | 145,941 | $5.44M | 0.5% | +2.2% | 0.047% | |
| 9/9/2026 | Gemmer Asset Management LLC | 515,909 | $19.22M | 1.3% | +3.5% | 0.166% | |
| 9/9/2026 | Capital Analysts LLC | 1,786 | $66K | 0.0% | +291.7% | 0.001% | |
| 9/9/2026 | Summit Financial Strategies Inc. | 3,967,115 | $147.82M | 10.4% | +2.0% | 1.279% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 669,709 | $24.95M | 0.1% | -4.0% | 0.216% | |
| 9/9/2026 | RFG Advisory LLC | 334,078 | $12.45M | 0.2% | +5.2% | 0.108% | |
| 9/9/2026 | NewEdge Advisors LLC | 575,840 | $21.46M | 0.1% | +4.7% | 0.186% | |
| 9/9/2026 | IFP Advisors Inc | 27,160 | $1.01M | 0.0% | -19.3% | 0.009% | |
| 9/9/2026 | Squarepoint Ops LLC | 9,421 | $351K | 0.0% | N/A | 0.003% | |
| 9/9/2026 | Baird Financial Group Inc. | 1,908,635 | $71.12M | 0.1% | -3.0% | 0.615% | |
| 9/9/2026 | XY Planning Network Inc. | 547,885 | $20.41M | 2.6% | +9.1% | 0.177% | |
| 9/8/2026 | Allworth Financial LP | 51,949 | $1.94M | 0.0% | -69.7% | 0.017% | |
| 9/2/2026 | Citadel Advisors LLC | 90,860 | $3.39M | 0.0% | -71.7% | 0.029% | |
| 8/27/2026 | Corient Private Wealth LP | 689,941 | $25.71M | 0.0% | -1.7% | 0.222% | |
| 8/23/2026 | Studio Investment Management LLC | 571,990 | $21.31M | 3.6% | -2.2% | 0.184% | |
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| 8/23/2026 | Washington Trust Advisors Inc. | 2,809 | $105K | 0.0% | +147.9% | 0.001% | |
| 8/23/2026 | Straight Path Wealth Management | 1,061,732 | $39.56M | 9.2% | +1.7% | 0.342% | |
| 8/23/2026 | Henrickson Nauta Wealth Advisors Inc. | 1,417,906 | $52.83M | 12.9% | +5.7% | 0.457% | |
| 8/23/2026 | HB Wealth Management LLC | 38,995 | $1.45M | 0.0% | -3.6% | 0.013% | |
| 8/23/2026 | Hutchens & Kramer Investment Management Group LLC | 336,621 | $12.54M | 3.4% | -1.8% | 0.109% | |
| 8/23/2026 | Red Lighthouse Investment Management LLC | 24,106 | $898K | 0.3% | +3.9% | 0.008% | |
| 8/22/2026 | Beacon Hill Wealth Management LTD. | 424,886 | $15.83M | 11.0% | N/A | 0.137% | |
| 8/22/2026 | Sensenig Capital Advisors Inc | 163,917 | $6.11M | 5.6% | -46.8% | 0.053% | |
| 8/22/2026 | Tassel Capital Management Inc. | 1,051,521 | $39.18M | 18.5% | +8.4% | 0.339% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 685,786 | $25.55M | 0.2% | +5.5% | 0.221% | |
| 8/21/2026 | KFG Wealth Management LLC | 338,219 | $12.60M | 1.4% | +0.8% | 0.109% | |
| 8/21/2026 | WorthPointe LLC | 191,989 | $7.15M | 1.7% | -2.1% | 0.062% | |
| 8/21/2026 | Greenspring Advisors LLC | 4,494,230 | $167.46M | 9.2% | +0.6% | 1.449% | |
| 8/21/2026 | Live Oak Private Wealth LLC | 70,119 | $2.61M | 0.3% | -14.7% | 0.023% | |
| 8/21/2026 | Acorn Wealth Advisors LLC | 23,244 | $866K | 0.2% | +36.4% | 0.007% | |
| 8/20/2026 | Rehmann Capital Advisory Group | 250,908 | $9.36M | 0.4% | -3.1% | 0.081% | |
| 7/10/2026 | Envision Financial LLC | 134,784 | $5.02M | 2.3% | +415.2% | 0.043% | |
| 7/10/2026 | Annex Advisory Services LLC | 2,662,339 | $99.20M | 1.7% | +8.2% | 0.858% | |
| 7/10/2026 | JFS Wealth Advisors LLC | 680,153 | $25.34M | 1.3% | +35.0% | 0.219% | |
| 7/10/2026 | DiNuzzo Private Wealth Inc. | 1,387,635 | $51.70M | 5.1% | +0.2% | 0.447% | |
| 7/10/2026 | Peirce Capital Management LLC | 69,652 | $2.60M | 1.0% | -10.8% | 0.022% | |
| 7/10/2026 | Canvas Wealth Advisors LLC | 60,748 | $2.26M | 0.3% | +58.3% | 0.020% | |
| 7/10/2026 | Fiduciary Financial Group LLC | 159,534 | $5.94M | 0.7% | +5.2% | 0.051% | |
| 7/10/2026 | Torren Management LLC | 82,000 | $3.06M | 1.6% | -4.7% | 0.026% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 566,612 | $21.11M | 0.4% | +3.0% | 0.183% | |
| 7/9/2026 | Ares Financial Consulting LLC | 70,517 | $2.63M | 1.8% | +19.4% | 0.023% | |
| 7/9/2026 | Asset Advisory Group Inc. | 34,989 | $1.30M | 0.6% | +5.5% | 0.011% | |
| 7/9/2026 | Great Waters Wealth Management | 574,484 | $21.41M | 2.0% | -7.5% | 0.185% | |
| 7/9/2026 | Everhart Financial Group Inc. | 12,571 | $468K | 0.0% | +2.6% | 0.004% | |
| 7/9/2026 | Sax Wealth Advisors LLC | 129,351 | $4.60M | 0.2% | +107.6% | 0.042% | |
| 7/8/2026 | Thurston Springer Miller Herd & Titak Inc. | 13,779 | $513K | 0.2% | +4.0% | 0.004% | |
| 7/8/2026 | Quantum Financial Advisors LLC | 28,167 | $1.05M | 0.1% | +315.3% | 0.009% | |
| 7/8/2026 | Sprinkle Financial Consultants LLC | 146,074 | $5.44M | 2.1% | +7.0% | 0.047% | |
| 7/8/2026 | Strategic Investment Solutions Inc. IL | 13,836 | $516K | 0.1% | -22.5% | 0.004% | |
| 7/8/2026 | Apella Capital LLC | 4,772,870 | $179.27M | 2.5% | +4.8% | 1.539% | |
| 7/8/2026 | 55 North Private Wealth LLC | 69,799 | $2.60M | 0.5% | -2.7% | 0.023% | |
| 7/8/2026 | Clark Asset Management LLC | 33,092 | $1.23M | 0.1% | +4.8% | 0.011% | |
| 7/8/2026 | Evanson Financial LLC | 805,048 | $30.00M | 1.5% | N/A | 0.260% | |
| 7/7/2026 | Quad Cities Investment Group LLC | 40,881 | $1.52M | 0.5% | +6.4% | 0.013% | |
| 7/7/2026 | Balefire LLC | 6,494 | $242K | 0.0% | -78.1% | 0.002% | |
| 7/7/2026 | Ridgeline Wealth LLC | 383,536 | $14.29M | 8.2% | +8.2% | 0.124% | |
| 7/7/2026 | Hiley Hunt Wealth Management | 462,375 | $17.23M | 6.8% | +1.4% | 0.149% | |
| 7/2/2026 | Versant Capital Management Inc | 611,556 | $22.79M | 2.0% | +8.4% | 0.197% | |
| 7/2/2026 | Collective Family Office LLC | 19,247 | $717K | 0.1% | +22.4% | 0.006% | |
| 7/2/2026 | CX Institutional | 9,682 | $361K | 0.0% | +123.1% | 0.003% | |
| 7/1/2026 | Trust Co of the South | 1,065,016 | $39.68M | 5.6% | +5.1% | 0.343% | |
| 6/18/2026 | Western Wealth Management LLC | 5,382 | $191K | 0.0% | N/A | 0.002% | |
| 6/11/2026 | E Wealth Partners LLC | 55,996 | $1.99M | 1.6% | +14.4% | 0.018% | |
| 6/3/2026 | DBK Financial Counsel LLC | 55,694 | $1.98M | 1.5% | +526.3% | 0.018% | |
| 6/3/2026 | NewEdge Advisors LLC | 550,086 | $19.55M | 0.1% | -13.6% | 0.177% | |
Federal Reserve Reveals Disturbing New Plan To Control Your Money (Ad) Docket No. OP-1670 is drawing attention for what it reveals about the Federal Reserve's next move. Buried on page 84 is a plan that could expand oversight of checking accounts, purchases, and money transfers across the country.
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| 5/29/2026 | Asset Dedication LLC | 2,408,781 | $85.58M | 6.0% | -4.4% | 0.777% | |
| 5/27/2026 | Security Financial Services INC. | 133,599 | $4.75M | 0.8% | +5.5% | 0.043% | |
| 5/19/2026 | Western Wealth Management LLC | 5,382 | $191K | 0.0% | N/A | 0.002% | |
| 5/19/2026 | Winnow Wealth LLC | 5,925 | $211K | 0.2% | +839.0% | 0.002% | |
| 5/19/2026 | NewEdge Advisors LLC | 525,511 | $18.67M | 0.4% | -17.4% | 0.169% | |
| 5/19/2026 | Bank of America Corp DE | 1,463,977 | $52.02M | 0.0% | +20.1% | 0.472% | |
| 5/19/2026 | Arkadios Wealth Advisors | 42,401 | $1.51M | 0.0% | +146.6% | 0.014% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 526,521 | $18.71M | 0.6% | +10.0% | 0.170% | |
| 5/18/2026 | Empire Financial Management Company LLC | 6,601 | $235K | 0.1% | +8.2% | 0.002% | |
| 5/18/2026 | Royal Bank of Canada | 90,104 | $3.20M | 0.0% | +29.0% | 0.029% | |