| 10/30/2026 | Ackerman Capital Advisors LLC | 12,443 | $104K | 0.0% | N/A | 0.018% | |
| 10/30/2026 | Garner Asset Management Corp | 99,600 | $885K | 0.3% | -28.1% | 0.148% | |
| 10/28/2026 | Choreo LLC | 41,936 | $350K | 0.0% | +9.9% | 0.062% | |
| 10/23/2026 | Capital Investment Advisors LLC | 11,500 | $96K | 0.0% | -14.8% | 0.017% | |
| 10/22/2026 | Compass Wealth Management LLC | 6,831 | $57K | 0.0% | N/A | 0.010% | |
| 10/20/2026 | Retirement Planning Group LLC | 13,617 | $114K | 0.0% | N/A | 0.020% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 14,925 | $147K | 0.0% | N/A | 0.022% | |
| 9/9/2026 | Robinson Capital Management LLC | 76,465 | $755K | 0.3% | -89.9% | 0.113% | |
| 9/9/2026 | NewEdge Advisors LLC | 137,771 | $1.36M | 0.0% | +8.6% | 0.204% | |
| 9/9/2026 | Baird Financial Group Inc. | 24,737 | $244K | 0.0% | N/A | 0.037% | |
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| 9/2/2026 | Citadel Advisors LLC | 42,217 | $417K | 0.0% | N/A | 0.063% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 53,559 | $529K | 0.0% | +40.1% | 0.079% | |
| 8/20/2026 | Susquehanna International Group LLP | 13,671 | $135K | 0.0% | N/A | 0.020% | |
| 8/20/2026 | Rivernorth Capital Management LLC | 1,703,324 | $16.81M | 0.8% | -37.7% | 2.526% | |
| 8/19/2026 | Van ECK Associates Corp | 451,018 | $4.45M | 0.0% | +1.6% | 0.669% | |
| 8/6/2026 | Global Retirement Partners LLC | 9,433 | $93K | 0.0% | N/A | 0.014% | |
| 8/5/2026 | Janney Montgomery Scott LLC | 40,712 | $402K | 0.0% | -5.2% | 0.060% | |
| 8/5/2026 | Gridiron Partners LLC | 27,298 | $269K | 0.1% | -65.3% | 0.040% | |
| 7/9/2026 | Hennion & Walsh Asset Management Inc. | 1,277,578 | $12.61M | 0.4% | +89.8% | 1.894% | |
| 7/9/2026 | Worth Asset Management LLC | 12,885 | $127K | 0.0% | N/A | 0.019% | |
| 7/8/2026 | Clark Asset Management LLC | 26,059 | $257K | 0.0% | N/A | 0.039% | |
| 6/3/2026 | NewEdge Advisors LLC | 126,875 | $1.21M | 0.0% | +25.1% | 0.188% | |
| 6/1/2026 | Concorde Asset Management LLC | 49,948 | $475K | 0.2% | -21.6% | 0.074% | |
| 5/19/2026 | NewEdge Advisors LLC | 126,875 | $1.21M | 0.0% | +25.1% | 0.188% | |
| 5/19/2026 | Bank of America Corp DE | 42,274 | $402K | 0.0% | +32.4% | 0.063% | |
| 5/18/2026 | Rivernorth Capital Management LLC | 2,732,276 | $25.98M | 1.3% | -32.4% | 4.051% | |
| 5/18/2026 | Royal Bank of Canada | 169,567 | $1.61M | 0.0% | +25.6% | 0.251% | |
| 5/13/2026 | Cetera Investment Advisers | 16,987 | $162K | 0.0% | -17.4% | 0.025% | |
| 5/13/2026 | Petra Financial Advisors Inc. | 57,915 | $551K | 0.3% | +12.9% | 0.086% | |
| 5/7/2026 | Planning Alternatives Ltd. ADV | 103,000 | $980K | 0.1% | +41.1% | 0.153% | |
| 5/6/2026 | Allspring Global Investments Holdings LLC | 42,230 | $402K | 0.0% | -39.5% | 0.063% | |
| 4/30/2026 | Kestra Advisory Services LLC | 523,813 | $4.98M | 0.0% | +19.4% | 0.777% | |
| 4/27/2026 | Burford Brothers Inc. | 48,690 | $463K | 0.2% | +69.9% | 0.072% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 42,927 | $408K | 0.0% | +11.4% | 0.064% | |
| 3/5/2026 | Worthington Financial Partners LLC | 86,339 | $826K | 0.7% | N/A | 0.128% | |
| 2/23/2026 | Virtu Financial LLC | 10,149 | $97K | 0.0% | N/A | 0.015% | |
| 2/19/2026 | Invesco Ltd. | 63,307 | $606K | 0.0% | -39.4% | 0.094% | |
| 2/18/2026 | NewEdge Advisors LLC | 101,419 | $971K | 0.0% | +15.7% | 0.150% | |
| 2/18/2026 | Garton & Associates Financial Advisors LLC | 3,417 | $33K | 0.0% | N/A | 0.005% | |
| 2/18/2026 | Rivernorth Capital Management LLC | 4,042,713 | $38.69M | 1.8% | +9.1% | 5.994% | |
Federal Reserve’s Disturbing Plan To Control Your Money (Ad) A Federal Reserve filing, Docket No. OP-1670, is drawing scrutiny for language that could expand the Fed's visibility into consumer bank transactions.
A pilot program is reportedly already underway, with wider rollout at major banks possibly beginning this summer.
Martin D. Weiss, PhD, founder of Weiss Ratings, breaks down what the document says and what steps account holders might consider. Click here to see the document and learn protective steps |
| 2/17/2026 | Cetera Investment Advisers | 20,560 | $197K | 0.0% | -23.0% | 0.030% | |
| 2/17/2026 | Osaic Holdings Inc. | 82,531 | $790K | 0.0% | +5.6% | 0.122% | |
| 2/17/2026 | &PARTNERS | 12,474 | $119K | 0.0% | N/A | 0.018% | |
| 2/17/2026 | Royal Bank of Canada | 134,967 | $1.29M | 0.0% | +88.6% | 0.200% | |
| 2/16/2026 | Glen Eagle Advisors LLC | 10,642 | $102K | 0.0% | N/A | 0.016% | |
| 2/16/2026 | Landscape Capital Management L.L.C. | 10,922 | $105K | 0.0% | N/A | 0.016% | |
| 2/13/2026 | Kestra Advisory Services LLC | 438,630 | $4.20M | 0.0% | +10.5% | 0.650% | |
| 2/13/2026 | Stifel Financial Corp | 158,117 | $1.51M | 0.0% | -24.7% | 0.234% | |
| 2/13/2026 | First Trust Advisors LP | 10,235 | $98K | 0.0% | N/A | 0.015% | |
| 2/13/2026 | Van ECK Associates Corp | 400,314 | $3.83M | 0.0% | -8.2% | 0.594% | |
| 2/13/2026 | Wells Fargo & Company MN | 591,204 | $5.66M | 0.0% | +30.7% | 0.877% | |
| 2/13/2026 | Concorde Asset Management LLC | 63,692 | $610K | 0.2% | +13.2% | 0.094% | |
| 2/12/2026 | Advisors Asset Management Inc. | 637,733 | $6.10M | 0.1% | +42.8% | 0.946% | |
| 2/12/2026 | Hollencrest Capital Management | 15,411 | $147K | 0.0% | N/A | 0.023% | |
| 2/12/2026 | Jane Street Group LLC | 26,715 | $256K | 0.0% | N/A | 0.040% | |
| 2/12/2026 | HRT Financial LP | 15,625 | $149K | 0.0% | N/A | 0.023% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 93,230 | $892K | 0.0% | +21.3% | 0.138% | |
| 2/12/2026 | StoneX Group Inc. | 31,179 | $298K | 0.0% | +3.6% | 0.046% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 66,004 | $632K | 0.0% | -18.7% | 0.098% | |
| 2/11/2026 | LPL Financial LLC | 1,075,653 | $10.29M | 0.0% | +11.6% | 1.595% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 53,762 | $514K | 0.0% | +5.1% | 0.080% | |
| 2/9/2026 | Blue Bell Private Wealth Management LLC | 4,715 | $45K | 0.0% | -33.1% | 0.007% | |
| 2/9/2026 | Harbour Investments Inc. | 8,566 | $82K | 0.0% | -20.3% | 0.013% | |
| 2/6/2026 | Global Retirement Partners LLC | 8,737 | $84K | 0.0% | +1,039.1% | 0.013% | |
| 2/5/2026 | Wakefield Asset Management LLLP | 191,104 | $1.83M | 0.5% | +0.7% | 0.283% | |
| 2/3/2026 | Garner Asset Management Corp | 135,533 | $1.30M | 0.5% | -4.0% | 0.201% | |
| 2/2/2026 | Benjamin Edwards Inc. | 10,789 | $103K | 0.0% | N/A | 0.016% | |
| 1/29/2026 | Rareview Capital LLC | 286,911 | $2.63M | 1.7% | +4.6% | 0.425% | |
| 1/29/2026 | Ashton Thomas Private Wealth LLC | 17,000 | $163K | 0.0% | +9.7% | 0.025% | |
| 1/29/2026 | UBS Group AG | 1,134,539 | $10.86M | 0.0% | -14.3% | 1.682% | |
| 1/29/2026 | Wealth Alliance Advisory Group LLC | 69,805 | $668K | 0.1% | +19.8% | 0.104% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 33,474 | $320K | 0.0% | +7.8% | 0.050% | |
| 1/29/2026 | Mackay Shields LLC | 205,338 | $1.97M | 0.1% | -33.3% | 0.304% | |
| 1/26/2026 | River Street Advisors LLC | 12,547 | $120K | 0.0% | N/A | 0.019% | |
| 1/26/2026 | Merit Financial Group LLC | 10,025 | $96K | 0.0% | N/A | 0.015% | |
| 1/23/2026 | Choreo LLC | 37,567 | $363K | 0.0% | +45.9% | 0.056% | |
| 1/21/2026 | Petra Financial Advisors Inc. | 51,285 | $491K | 0.3% | -11.1% | 0.076% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 28,999 | $278K | 0.0% | N/A | 0.043% | |
| 1/14/2026 | Hennion & Walsh Asset Management Inc. | 613,220 | $5.87M | 0.2% | -34.8% | 0.909% | |
| 1/13/2026 | Capital Investment Advisors LLC | 13,500 | $129K | 0.0% | -8.7% | 0.020% | |
| 1/8/2026 | Gridiron Partners LLC | 90,638 | $867K | 0.5% | -94.0% | 0.134% | |
| 11/17/2025 | NewEdge Advisors LLC | 87,631 | $847K | 0.0% | +93.4% | 0.130% | |
| 11/17/2025 | Focus Partners Wealth | 16,363 | $158K | 0.0% | N/A | 0.024% | |
| 11/17/2025 | Bank of America Corp DE | 35,711 | $345K | 0.0% | -2.9% | 0.053% | |
| 11/17/2025 | Ameriprise Financial Inc. | 938,612 | $9.08M | 0.0% | +25.6% | 1.392% | |
| 11/14/2025 | Raymond James Financial Inc. | 763,710 | $7.39M | 0.0% | -8.5% | 1.132% | |
| 11/13/2025 | UBS Group AG | 1,323,395 | $12.80M | 0.0% | -7.2% | 1.962% | |
| 11/13/2025 | Wakefield Asset Management LLLP | 189,795 | $1.84M | 0.5% | +2.4% | 0.281% | |
| 11/13/2025 | Van ECK Associates Corp | 436,182 | $4.22M | 0.0% | +5.0% | 0.647% | |
| 11/13/2025 | HUB Investment Partners LLC | 69,948 | $676K | 0.0% | -8.2% | 0.104% | |
Federal Reserve’s Disturbing Plan To Control Your Money (Ad) A Federal Reserve filing, Docket No. OP-1670, is drawing scrutiny for language that could expand the Fed's visibility into consumer bank transactions.
A pilot program is reportedly already underway, with wider rollout at major banks possibly beginning this summer.
Martin D. Weiss, PhD, founder of Weiss Ratings, breaks down what the document says and what steps account holders might consider. Click here to see the document and learn protective steps |
| 11/12/2025 | Choreo LLC | 25,744 | $249K | 0.0% | +22.8% | 0.038% | |
| 11/10/2025 | Garner Asset Management Corp | 141,112 | $1.37M | 0.6% | +12.0% | 0.209% | |
| 11/7/2025 | Fiera Capital Corp | 523,392 | $5.06M | 0.0% | -0.9% | 0.776% | |
| 11/7/2025 | PNC Financial Services Group Inc. | 62,924 | $608K | 0.0% | -6.1% | 0.093% | |
| 11/6/2025 | Advisors Asset Management Inc. | 446,487 | $4.32M | 0.1% | +37.0% | 0.662% | |
| 11/4/2025 | Ashton Thomas Private Wealth LLC | 15,500 | $150K | 0.0% | N/A | 0.023% | |
| 10/29/2025 | Formidable Asset Management LLC | 21,650 | $199K | 0.0% | +14.9% | 0.032% | |
| 10/27/2025 | Concurrent Investment Advisors LLC | 31,039 | $300K | 0.0% | +24.0% | 0.046% | |
| 10/23/2025 | Capital Investment Advisors LLC | 14,785 | $143K | 0.0% | -12.6% | 0.022% | |
| 10/22/2025 | Hennion & Walsh Asset Management Inc. | 940,653 | $9.10M | 0.3% | -7.0% | 1.395% | |