| 5/21/2025 | Geneos Wealth Management Inc. | 1,025 | $39K | 0.0% | -66.0% | 0.011% | |
| 5/19/2025 | Jane Street Group LLC | 10,118 | $381K | 0.0% | N/A | 0.105% | |
| 5/16/2025 | NewEdge Advisors LLC | 21,980 | $828K | 0.0% | +144.2% | 0.229% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 12,764 | $481K | 0.0% | N/A | 0.133% | |
| 5/15/2025 | MAI Capital Management | 67,510 | $2.54M | 0.0% | +964.2% | 0.703% | |
| 5/14/2025 | CreativeOne Wealth LLC | 21,628 | $815K | 0.0% | +62.7% | 0.225% | |
| 5/14/2025 | Synovus Financial Corp | 14,766 | $556K | 0.0% | N/A | 0.154% | |
| 5/14/2025 | Kestra Advisory Services LLC | 69,648 | $2.62M | 0.0% | +37.4% | 0.726% | |
| 5/14/2025 | Capital Analysts LLC | 11,896 | $448K | 0.0% | -2.6% | 0.124% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,055,395 | $39.76M | 0.0% | +335.1% | 10.994% | |
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| 5/13/2025 | Nations Financial Group Inc. IA ADV | 10,390 | $391K | 0.0% | N/A | 0.108% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 1,348 | $51K | 0.1% | +67.7% | 0.014% | |
| 5/13/2025 | Anfield Capital Management LLC | 101,341 | $3.82M | 1.4% | N/A | 1.056% | |
| 5/13/2025 | HighTower Advisors LLC | 24,541 | $924K | 0.0% | N/A | 0.256% | |
| 5/12/2025 | Integrity Financial Corp WA | 6,358 | $240K | 0.1% | +50.1% | 0.066% | |
| 5/9/2025 | Commonwealth Financial Services LLC | 110,548 | $4.16M | 0.9% | -15.2% | 1.152% | |
| 5/9/2025 | Bouchey Financial Group Ltd | 5,407 | $204K | 0.0% | N/A | 0.056% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 10,065 | $379K | 0.0% | +14.2% | 0.105% | |
| 5/8/2025 | Harbour Investments Inc. | 10,813 | $407K | 0.0% | +13.2% | 0.113% | |
| 5/8/2025 | Grantvest Financial Group LLC | 11,294 | $425K | 0.3% | +101.7% | 0.118% | |
| 5/8/2025 | FSB Premier Wealth Management Inc. | 8,849 | $333K | 0.1% | +9.0% | 0.092% | |
| 5/7/2025 | Schubert & Co | 96,890 | $3.65M | 2.5% | N/A | 1.009% | |
| 5/7/2025 | LPL Financial LLC | 86,824 | $3.27M | 0.0% | +25.2% | 0.904% | |
| 5/6/2025 | Cetera Investment Advisers | 224,914 | $8.47M | 0.0% | +33.9% | 2.343% | |
| 5/6/2025 | AE Wealth Management LLC | 8,952 | $337K | 0.0% | -81.3% | 0.093% | |
| 5/6/2025 | Ignite Planners LLC | 26,984 | $1.02M | 0.2% | +32.9% | 0.281% | |
| 5/5/2025 | Gries Financial LLC | 116,088 | $4.37M | 0.8% | -4.7% | 1.209% | |
| 5/2/2025 | Sigma Planning Corp | 110,744 | $4.17M | 0.1% | N/A | 1.154% | |
| 5/1/2025 | Corrado Advisors LLC | 38,834 | $1.46M | 1.0% | -1.2% | 0.405% | |
| 5/1/2025 | CWM LLC | 7,849 | $296K | 0.0% | +15.8% | 0.082% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 108,358 | $4.08M | 0.2% | N/A | 1.129% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 83,352 | $3.14M | 1.0% | +197.6% | 0.868% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 186,497 | $7.03M | 0.0% | +55.5% | 1.943% | |
| 4/29/2025 | Schulz Wealth LTD. | 130,904 | $4.93M | 3.8% | +26.0% | 1.364% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 5,343 | $201K | 0.0% | N/A | 0.056% | |
| 4/28/2025 | Mutual Advisors LLC | 22,241 | $832K | 0.0% | +42.0% | 0.232% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 7,062 | $266K | 0.0% | N/A | 0.072% | |
| 4/24/2025 | Holistic Planning LLC | 5,381 | $203K | 0.1% | N/A | 0.055% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 122,007 | $4.60M | 0.0% | +172.9% | 1.239% | |
| 4/22/2025 | LVZ Inc. | 6,174 | $233K | 0.0% | N/A | 0.063% | |
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| 4/22/2025 | Synergy Asset Management LLC | 13,510 | $509K | 0.1% | N/A | 0.137% | |
| 4/21/2025 | LifeWealth Investments LLC | 39,373 | $1.48M | 0.6% | -6.1% | 0.400% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 118,878 | $4.48M | 0.0% | N/A | 1.207% | |
| 4/17/2025 | Keystone Wealth Services LLC | 15,046 | $567K | 0.2% | +73.0% | 0.153% | |
| 4/17/2025 | Cornell Pochily Investment Advisors Inc. | 5,555 | $209K | 0.1% | N/A | 0.056% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 10,593 | $399K | 0.0% | +46.3% | 0.108% | |
| 4/15/2025 | Noble Wealth Management PBC | 17,694 | $667K | 0.5% | -1.8% | 0.180% | |
| 4/14/2025 | Farther Finance Advisors LLC | 660 | $25K | 0.0% | N/A | 0.007% | |
| 4/14/2025 | Range Financial Group LLC | 360,398 | $13.58M | 6.0% | N/A | 3.659% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 59,003 | $2.22M | 0.2% | +574.9% | 0.599% | |
| 4/10/2025 | Diligent Investors LLC | 6,161 | $232K | 0.1% | N/A | 0.063% | |
| 4/9/2025 | HBW Advisory Services LLC | 61,747 | $2.33M | 0.3% | +6.4% | 0.627% | |
| 4/9/2025 | Milestone Asset Management LLC | 26,129 | $984K | 0.2% | +8.9% | 0.265% | |
| 4/9/2025 | NBC Securities Inc. | 1,435 | $54K | 0.0% | +143,400.0% | 0.015% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 7,240 | $280K | 0.0% | N/A | 0.073% | |
| 3/17/2025 | NorthCrest Asset Manangement LLC | 30,530 | $1.18M | 0.0% | -1.9% | 0.309% | |
| 3/6/2025 | Wood Tarver Financial Group LLC | 28,012 | $1.08M | 0.4% | N/A | 0.284% | |
| 2/27/2025 | REAP Financial Group LLC | 774,813 | $29.95M | 7.4% | -3.0% | 9.808% | |
| 2/26/2025 | LifeWealth Investments LLC | 41,921 | $1.62M | 1.1% | N/A | 0.531% | |
| 2/25/2025 | Armis Advisers LLC | 734,966 | $28.41M | 3.5% | N/A | 9.303% | |
| 2/17/2025 | CoreCap Advisors LLC | 6,722 | $260K | 0.0% | +19.5% | 0.085% | |
| 2/17/2025 | Cetera Investment Advisers | 167,936 | $6.49M | 0.0% | -33.0% | 2.126% | |
| 2/17/2025 | Ameriprise Financial Inc. | 7,893 | $305K | 0.0% | N/A | 0.100% | |
| 2/14/2025 | Triumph Capital Management | 7,577 | $293K | 0.1% | -15.1% | 0.096% | |
| 2/14/2025 | Capital Analysts LLC | 12,215 | $472K | 0.0% | -7.3% | 0.155% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 6,041 | $233K | 0.0% | -64.7% | 0.076% | |
| 2/13/2025 | CreativeOne Wealth LLC | 13,297 | $514K | 0.0% | -52.8% | 0.168% | |
| 2/13/2025 | Barclays PLC | 5,040 | $195K | 0.0% | +1,801.9% | 0.064% | |
| 2/13/2025 | Integrity Financial Corp WA | 4,236 | $164K | 0.1% | -22.0% | 0.054% | |
| 2/13/2025 | Advisory Services Network LLC | 6,708 | $259K | 0.0% | -74.9% | 0.085% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 119,952 | $4.64M | 0.0% | -47.6% | 1.518% | |
| 2/12/2025 | OLD Mission Capital LLC | 13,892 | $537K | 0.0% | +38.9% | 0.176% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 5,396 | $209K | 0.0% | N/A | 0.068% | |
| 2/11/2025 | Signature Estate & Investment Advisors LLC | 8,245 | $319K | 0.0% | -3.3% | 0.104% | |
| 2/11/2025 | Modern Wealth Management LLC | 12,785 | $501K | 0.0% | N/A | 0.162% | |
| 2/11/2025 | Grantvest Financial Group LLC | 5,599 | $216K | 0.2% | N/A | 0.071% | |
| 2/11/2025 | Sequent Planning LLC | 7,415 | $287K | 0.1% | -96.6% | 0.094% | |
| 2/11/2025 | LPL Financial LLC | 69,342 | $2.68M | 0.0% | -60.7% | 0.878% | |
| 2/10/2025 | Harbour Investments Inc. | 9,554 | $369K | 0.0% | -16.3% | 0.121% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 107,774 | $4.17M | 0.0% | -2.2% | 1.364% | |
| 2/6/2025 | Raymond James Financial Inc. | 242,541 | $9.37M | 0.0% | N/A | 3.070% | |
| 2/5/2025 | Noble Wealth Management PBC | 18,027 | $697K | 0.5% | N/A | 0.228% | |
| 2/5/2025 | Corrado Advisors LLC | 39,322 | $1.52M | 1.0% | -7.1% | 0.498% | |
| 2/4/2025 | BCGM Wealth Management LLC | 8,100 | $313K | 0.1% | -49.7% | 0.103% | |
| 1/31/2025 | Global Retirement Partners LLC | 6,750 | $261K | 0.0% | N/A | 0.085% | |
| 1/31/2025 | Truist Financial Corp | 22,417 | $866K | 0.0% | -26.3% | 0.284% | |
| 1/31/2025 | Americana Partners LLC | 99,151 | $3.83M | 0.2% | -1.6% | 1.255% | |
| 1/30/2025 | Principal Securities Inc. | 1,560 | $60K | 0.0% | -88.9% | 0.020% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 27,048 | $1.05M | 0.0% | -3.2% | 0.342% | |
| 1/27/2025 | Commonwealth Financial Services LLC | 130,342 | $5.04M | 1.0% | -0.2% | 1.650% | |
New Rule Hits in July — The Smart Money Already Moved (Ad) A little-known regulation quietly goes into effect this July.
And it's already being exploited by Wall Street and the Big Banks…
It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash.
Not stocks. Not real estate. And definitely not the U.S. dollar.
We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them. To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how |
| 1/24/2025 | Spire Wealth Management | 1,400 | $54K | 0.0% | N/A | 0.018% | |
| 1/23/2025 | Gries Financial LLC | 121,858 | $4.71M | 0.8% | -23.9% | 1.543% | |
| 1/23/2025 | Milestone Asset Management LLC | 23,991 | $927K | 0.2% | -87.3% | 0.304% | |
| 1/23/2025 | Strategic Blueprint LLC | 8,913 | $344K | 0.0% | -19.8% | 0.113% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 3,016 | $117K | 0.0% | N/A | 0.038% | |
| 1/14/2025 | Quad Cities Investment Group LLC | 6,217 | $240K | 0.1% | -4.3% | 0.079% | |
| 1/10/2025 | HBW Advisory Services LLC | 58,030 | $2.24M | 0.3% | -6.4% | 0.735% | |
| 11/15/2024 | MML Investors Services LLC | 25,405 | $962K | 0.0% | -3.0% | 0.322% | |
| 11/15/2024 | Jane Street Group LLC | 60,643 | $2.30M | 0.0% | +71.9% | 0.768% | |
| 11/14/2024 | CreativeOne Wealth LLC | 28,173 | $1.07M | 0.0% | N/A | 0.357% | |
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