| 5/19/2025 | Jane Street Group LLC | 29,424 | $1.39M | 0.0% | N/A | 0.350% | |
| 5/16/2025 | Jones Financial Companies Lllp | 1,137 | $54K | 0.0% | -69.0% | 0.014% | |
| 5/16/2025 | NewEdge Advisors LLC | 10,610 | $502K | 0.0% | +26.8% | 0.126% | |
| 5/16/2025 | Aprio Wealth Management LLC | 13,518 | $640K | 0.1% | +4.4% | 0.161% | |
| 5/15/2025 | Royal Bank of Canada | 217,330 | $10.29M | 0.0% | +1.0% | 2.587% | |
| 5/15/2025 | Betterment LLC | 1,321,558 | $62.59M | 0.1% | +2.2% | 15.733% | |
| 5/14/2025 | KilterHowling LLC | 5,509 | $258K | 0.2% | -5.1% | 0.066% | |
| 5/14/2025 | Ally Invest Advisors Inc. | 4,267 | $202K | 0.0% | N/A | 0.051% | |
| 5/14/2025 | Compound Planning Inc. | 13,041 | $618K | 0.0% | N/A | 0.155% | |
| 5/14/2025 | CW Advisors LLC | 4,451 | $211K | 0.0% | N/A | 0.053% | |
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| 5/13/2025 | Northwest & Ethical Investments L.P. | 18,456 | $874K | 0.0% | +15.8% | 0.220% | |
| 5/13/2025 | Francis Financial Inc. | 369,746 | $17.51M | 4.2% | +7.2% | 4.402% | |
| 5/13/2025 | HighTower Advisors LLC | 26,580 | $1.26M | 0.0% | +5.9% | 0.316% | |
| 5/9/2025 | Blue Barn Wealth LLC | 20,425 | $967K | 0.5% | +6.1% | 0.243% | |
| 5/9/2025 | PrairieView Partners LLC | 14,459 | $684K | 0.1% | +5.3% | 0.172% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 19,507 | $924K | 0.0% | +48.3% | 0.232% | |
| 5/9/2025 | Empower Advisory Group LLC | 1,050,426 | $49.75M | 0.2% | +4.8% | 12.505% | |
| 5/8/2025 | Sound View Wealth Advisors Group LLC | 11,723 | $555K | 0.0% | +4.6% | 0.140% | |
| 5/7/2025 | LPL Financial LLC | 119,656 | $5.67M | 0.0% | -20.5% | 1.424% | |
| 5/6/2025 | Assetmark Inc. | 65,807 | $3.12M | 0.0% | +11.3% | 0.783% | |
| 5/6/2025 | Cetera Investment Advisers | 92,316 | $4.37M | 0.0% | +2.3% | 1.099% | |
| 5/6/2025 | Bank Julius Baer & Co. Ltd Zurich | 31,145 | $1.48M | 0.0% | -2.4% | 0.371% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 9,321 | $441K | 0.0% | -23.2% | 0.111% | |
| 5/2/2025 | Private Wealth Management Group LLC | 25,219 | $1.19M | 0.4% | -6.1% | 0.300% | |
| 5/2/2025 | Invera Wealth Advisors LLC | 22,758 | $1.08M | 1.3% | +12.1% | 0.271% | |
| 5/1/2025 | LRI Investments LLC | 3,099 | $147K | 0.0% | N/A | 0.037% | |
| 5/1/2025 | Omega Financial Group LLC | 17,710 | $839K | 0.3% | +8.4% | 0.211% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 636,797 | $30.16M | 0.0% | -0.4% | 7.581% | |
| 4/29/2025 | Bank of New York Mellon Corp | 83,036 | $3.93M | 0.0% | +9.9% | 0.989% | |
| 4/28/2025 | Equita Financial Network Inc. | 8,471 | $401K | 0.1% | +34.3% | 0.101% | |
| 4/28/2025 | Vontobel Holding Ltd. | 11,786 | $558K | 0.0% | -14.4% | 0.140% | |
| 4/25/2025 | Westfuller Advisors LLC | 8,086 | $383K | 0.3% | N/A | 0.095% | |
| 4/24/2025 | Laurel Wealth Planning LLC | 59,302 | $2.81M | 1.9% | +2.7% | 0.698% | |
| 4/24/2025 | Tanager Wealth Management LLP | 14,690 | $696K | 0.1% | -13.6% | 0.173% | |
| 4/24/2025 | Falcon Wealth Planning | 11,622 | $550K | 0.1% | -11.3% | 0.137% | |
| 4/23/2025 | Walkner Condon Financial Advisors LLC | 23,443 | $1.11M | 0.2% | +5.6% | 0.276% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 37,751 | $1.79M | 0.0% | +2.2% | 0.444% | |
| 4/17/2025 | Cliftonlarsonallen Wealth Advisors LLC | 39,533 | $1.87M | 0.0% | +136.7% | 0.465% | |
| 4/10/2025 | Fermata Advisors LLC | 5,947 | $282K | 0.1% | -8.6% | 0.070% | |
| 4/10/2025 | Better Money Decisions LLC | 15,750 | $746K | 0.5% | +4.3% | 0.185% | |
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| 4/9/2025 | Archer Investment Management LLC | 11,149 | $528K | 0.4% | -6.8% | 0.131% | |
| 4/9/2025 | Shotwell Rutter Baer Inc | 15,849 | $748K | 0.6% | +7.7% | 0.186% | |
| 4/8/2025 | Parallel Advisors LLC | 2,378 | $113K | 0.0% | N/A | 0.028% | |
| 2/27/2025 | XY Planning Network Inc. | 5,125 | $239K | 0.2% | N/A | 0.060% | |
| 2/17/2025 | Francis Financial Inc. | 345,030 | $16.09M | 3.7% | +0.8% | 4.035% | |
| 2/17/2025 | Cetera Investment Advisers | 90,204 | $4.21M | 0.0% | -0.7% | 1.055% | |
| 2/17/2025 | Bank of America Corp DE | 237,608 | $11.08M | 0.0% | -2.2% | 2.779% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 604,440 | $28.18M | 0.1% | +14.7% | 7.069% | |
| 2/14/2025 | Lido Advisors LLC | 14,024 | $654K | 0.0% | -4.8% | 0.164% | |
| 2/14/2025 | Betterment LLC | 1,293,055 | $60.28M | 0.1% | +6.3% | 15.123% | |
| 2/14/2025 | Hsbc Holdings PLC | 69,600 | $3.25M | 0.0% | -10.7% | 0.814% | |
| 2/14/2025 | Stifel Financial Corp | 4,382 | $204K | 0.0% | N/A | 0.051% | |
| 2/13/2025 | NewEdge Advisors LLC | 8,368 | $390K | 0.0% | N/A | 0.098% | |
| 2/13/2025 | Summit Investment Advisors Inc. | 8,902 | $415K | 0.4% | +3.4% | 0.104% | |
| 2/13/2025 | Seeds Investor LLC | 109,404 | $5.10M | 1.5% | N/A | 1.280% | |
| 2/13/2025 | Raymond James Financial Inc. | 30,490 | $1.42M | 0.0% | N/A | 0.357% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 639,128 | $29.80M | 0.0% | +8.2% | 7.475% | |
| 2/12/2025 | Franklin Resources Inc. | 18,031 | $841K | 0.0% | +1.4% | 0.211% | |
| 2/11/2025 | Modern Wealth Management LLC | 19,314 | $904K | 0.0% | N/A | 0.226% | |
| 2/11/2025 | LPL Financial LLC | 150,566 | $7.02M | 0.0% | +3.3% | 1.761% | |
| 2/11/2025 | Northwest & Ethical Investments L.P. | 15,940 | $743K | 0.0% | +3.2% | 0.186% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 36,933 | $1.72M | 0.0% | -0.8% | 0.432% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 32,409 | $1.51M | 0.0% | -1.0% | 0.379% | |
| 2/7/2025 | Bank Julius Baer & Co. Ltd Zurich | 31,897 | $1.64M | 0.0% | +7.4% | 0.373% | |
| 2/6/2025 | Raymond James Financial Inc. | 30,490 | $1.42M | 0.0% | N/A | 0.357% | |
| 2/6/2025 | Assetmark Inc. | 59,139 | $2.76M | 0.0% | +13.7% | 0.692% | |
| 2/6/2025 | Jones Financial Companies Lllp | 3,666 | $171K | 0.0% | +25.3% | 0.043% | |
| 2/5/2025 | Halbert Hargrove Global Advisors LLC | 2,804 | $131K | 0.0% | N/A | 0.033% | |
| 2/4/2025 | Bank of New York Mellon Corp | 75,577 | $3.52M | 0.0% | +3.8% | 0.884% | |
| 2/3/2025 | Laurel Wealth Planning LLC | 57,766 | $2.69M | 1.7% | +3.7% | 0.676% | |
| 2/3/2025 | Invera Wealth Advisors LLC | 20,307 | $947K | 0.9% | +23.7% | 0.238% | |
| 1/31/2025 | Morton Brown Family Wealth LLC | 3,298 | $154K | 0.1% | +59.9% | 0.038% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 13,156 | $613K | 0.0% | -3.3% | 0.153% | |
| 1/31/2025 | Empower Advisory Group LLC | 1,001,894 | $46.71M | 0.2% | +4.9% | 11.650% | |
| 1/30/2025 | Principal Securities Inc. | 6,910 | $322K | 0.0% | +65.5% | 0.080% | |
| 1/30/2025 | Walkner Condon Financial Advisors LLC | 22,208 | $1.04M | 0.2% | +2.7% | 0.258% | |
| 1/30/2025 | DORVAL Corp | 5,912 | $276K | 0.1% | N/A | 0.069% | |
| 1/30/2025 | Vontobel Holding Ltd. | 13,772 | $642K | 0.0% | +5.0% | 0.160% | |
| 1/29/2025 | PrairieView Partners LLC | 13,732 | $640K | 0.1% | -2.4% | 0.161% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 12,132 | $566K | 0.0% | -8.1% | 0.142% | |
| 1/24/2025 | Archer Investment Management LLC | 11,964 | $558K | 0.3% | N/A | 0.140% | |
| 1/24/2025 | Better Money Decisions LLC | 15,094 | $704K | 0.5% | +18.2% | 0.177% | |
| 1/24/2025 | Richardson Financial Services Inc. | 785 | $37K | 0.0% | -49.3% | 0.009% | |
| 1/24/2025 | Brio Consultants LLC | 17,257 | $805K | 0.1% | +15.6% | 0.202% | |
| 1/22/2025 | Falcon Wealth Planning | 13,106 | $611K | 0.1% | +6.3% | 0.153% | |
| 1/22/2025 | Perigon Wealth Management LLC | 4,353 | $203K | 0.0% | -94.5% | 0.051% | |
| 1/22/2025 | PFG Investments LLC | 4,949 | $231K | 0.0% | -29.1% | 0.058% | |
| 1/21/2025 | Stewardship Advisors LLC | 10,233 | $477K | 0.1% | -80.4% | 0.120% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 16,301 | $760K | 0.0% | +1.7% | 0.192% | |
| 1/21/2025 | Sachetta LLC | 2,370 | $110K | 0.0% | +19.4% | 0.028% | |
Washington Is Broke—and Eyeing Your Savings Next (Ad) Washington is running out of money…And guess where they'll look next?
When governments go broke, they take from the people.
It's happened before, and it's happening again.
The Department of Justice just admitted that cash isn't legally YOUR property. Get your free guide now by clicking here >> |
| 1/15/2025 | Trust Co. of Vermont | 1,673 | $78K | 0.0% | N/A | 0.020% | |
| 1/15/2025 | Fermata Advisors LLC | 6,509 | $303K | 0.1% | N/A | 0.077% | |
| 1/15/2025 | Omega Financial Group LLC | 16,333 | $761K | 0.3% | +1.6% | 0.192% | |
| 1/14/2025 | Cardinal Point Capital Management ULC | 9,504 | $443K | 0.1% | +7.5% | 0.112% | |
| 1/14/2025 | Shotwell Rutter Baer Inc | 14,717 | $681K | 0.6% | +6.0% | 0.173% | |
| 1/13/2025 | Kades & Cheifetz LLC | 6,970 | $325K | 0.2% | N/A | 0.082% | |
| 11/15/2024 | Clarity Asset Management Inc. | 1,610 | $78K | 0.1% | -53.6% | 0.020% | |
| 11/14/2024 | Northwest & Ethical Investments L.P. | 15,440 | $746K | 0.0% | +54.2% | 0.188% | |
| 11/8/2024 | Equita Financial Network Inc. | 6,299 | $304K | 0.1% | +32.9% | 0.077% | |
| 11/7/2024 | Pathstone Holdings LLC | 36,187 | $1.75M | 0.0% | +33.2% | 0.441% | |
