| 5/19/2026 | Western Wealth Management LLC | 1,468 | $68K | 0.0% | N/A | 0.006% | |
| 5/19/2026 | Bank of America Corp DE | 73,953 | $3.41M | 0.0% | -1.9% | 0.304% | |
| 5/19/2026 | Ashton Thomas Securities LLC | 2,860 | $132K | 0.0% | N/A | 0.012% | |
| 5/18/2026 | Royal Bank of Canada | 2,181 | $101K | 0.0% | +2,847.3% | 0.009% | |
| 5/14/2026 | Ascension Capital Advisors Inc. | 8,494 | $392K | 0.1% | N/A | 0.035% | |
| 5/13/2026 | Cetera Investment Advisers | 221,323 | $10.22M | 0.0% | -1.5% | 0.911% | |
| 5/13/2026 | Clearwater Capital Advisors LLC | 1,201,541 | $55.46M | 4.5% | +8.5% | 4.945% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 633 | $29K | 0.0% | N/A | 0.003% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 17,994 | $831K | 0.0% | -17.1% | 0.074% | |
| 5/1/2026 | Fifth Third Bancorp | 5,696 | $263K | 0.0% | N/A | 0.023% | |
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| 4/30/2026 | Kestra Advisory Services LLC | 85,651 | $3.95M | 0.0% | -7.4% | 0.341% | |
| 4/28/2026 | Ascentis Independent Advisors | 29,824 | $1.38M | 0.1% | N/A | 0.119% | |
| 4/28/2026 | Berger Financial Group Inc | 17,334 | $800K | 0.0% | -21.1% | 0.069% | |
| 4/28/2026 | Cobblestone Asset Management LLC | 18,737 | $865K | 0.4% | -4.1% | 0.075% | |
| 4/28/2026 | WBH Advisory Inc. | 12,402 | $570K | 0.0% | N/A | 0.049% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 571,546 | $26.38M | 0.1% | -2.4% | 2.277% | |
| 4/21/2026 | Independent Wealth Network Inc. | 38,566 | $1.78M | 0.5% | N/A | 0.154% | |
| 4/20/2026 | Apella Capital LLC | 344,819 | $15.98M | 0.2% | -6.5% | 1.374% | |
| 4/16/2026 | Triad Wealth Partners LLC | 57,554 | $2.66M | 0.2% | -1.1% | 0.229% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 7,485 | $347K | 0.0% | -42.2% | 0.031% | |
| 2/17/2026 | Cetera Investment Advisers | 224,794 | $10.44M | 0.0% | -47.8% | 0.918% | |
| 2/17/2026 | Kovack Advisors Inc. | 35,494 | $1.65M | 0.1% | N/A | 0.145% | |
| 2/17/2026 | Osaic Holdings Inc. | 65,032 | $3.02M | 0.0% | -23.2% | 0.265% | |
| 2/16/2026 | MML Investors Services LLC | 43,700 | $2.03M | 0.0% | -53.9% | 0.178% | |
| 2/16/2026 | Nicolet Advisory Services LLC | 4,841 | $225K | 0.0% | -79.7% | 0.020% | |
| 2/13/2026 | CreativeOne Wealth LLC | 6,111 | $284K | 0.0% | -7.4% | 0.025% | |
| 2/13/2026 | Kestra Advisory Services LLC | 92,498 | $4.29M | 0.0% | N/A | 0.378% | |
| 2/13/2026 | Transamerica Financial Advisors LLC | 3,757 | $175K | 0.0% | -35.6% | 0.015% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 9,702 | $450K | 0.0% | -60.9% | 0.040% | |
| 2/13/2026 | Wells Fargo & Company MN | 2,250 | $104K | 0.0% | -23.8% | 0.009% | |
| 2/12/2026 | Elevation Wealth Management LLC | 10,717 | $499K | 0.5% | N/A | 0.044% | |
| 2/12/2026 | Jane Street Group LLC | 412,908 | $19.17M | 0.0% | N/A | 1.685% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 15,696 | $729K | 0.0% | +11.1% | 0.064% | |
| 2/12/2026 | StoneX Group Inc. | 5,717 | $267K | 0.0% | N/A | 0.023% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 4,161 | $193K | 0.0% | +8.4% | 0.017% | |
| 2/12/2026 | Founders Financial Alliance LLC | 3,576 | $166K | 0.0% | N/A | 0.015% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 31,406 | $1.46M | 0.0% | +16.9% | 0.128% | |
| 2/12/2026 | Kovack Advisors Inc. | 35,494 | $1.65M | 0.1% | N/A | 0.145% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 585,787 | $27.19M | 0.1% | -0.8% | 2.391% | |
| 2/11/2026 | LPL Financial LLC | 2,116,045 | $98.23M | 0.0% | -42.5% | 8.637% | |
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| 2/11/2026 | JPMorgan Chase & Co. | 4,593,725 | $213.24M | 0.0% | -6.8% | 18.750% | |
| 2/11/2026 | Tradition Wealth Management LLC | 211,243 | $9.81M | 0.7% | +5.7% | 0.862% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 5,716 | $265K | 0.0% | -33.9% | 0.023% | |
| 2/10/2026 | Avestar Capital LLC | 9,855 | $457K | 0.0% | +4.5% | 0.040% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 62,308 | $2.89M | 0.0% | -11.5% | 0.254% | |
| 2/10/2026 | Twin Peaks Wealth Advisors LLC | 12,228 | $568K | 0.2% | -4.5% | 0.050% | |
| 2/9/2026 | Cary Street Partners Investment Advisory LLC | 6,187 | $287K | 0.1% | N/A | 0.025% | |
| 2/9/2026 | Cary Street Partners Financial LLC | 1,146 | $53K | 0.0% | N/A | 0.005% | |
| 2/9/2026 | Clearwater Capital Advisors LLC | 1,107,784 | $51.42M | 4.3% | +6.3% | 4.522% | |
| 2/9/2026 | Strategic Financial Concepts LLC | 22,832 | $1.06M | 1.0% | +234.9% | 0.093% | |
| 2/6/2026 | Ignite Planners LLC | 6,680 | $311K | 0.0% | +24.8% | 0.027% | |
| 2/6/2026 | Global Retirement Partners LLC | 3,691 | $171K | 0.0% | -55.0% | 0.015% | |
| 2/6/2026 | IFP Advisors Inc | 4,254 | $197K | 0.0% | -35.4% | 0.017% | |
| 2/6/2026 | Northbridge Financial Group LLC | 13,904 | $645K | 0.3% | N/A | 0.057% | |
| 2/6/2026 | Larson Financial Group LLC | 982 | $46K | 0.0% | N/A | 0.004% | |
| 2/6/2026 | HighTower Advisors LLC | 168,991 | $7.85M | 0.0% | -2.9% | 0.690% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 10,552 | $490K | 0.0% | -27.9% | 0.043% | |
| 2/5/2026 | Stephens Inc. AR | 7,135 | $331K | 0.0% | -8.3% | 0.029% | |
| 2/4/2026 | Continuum Wealth Advisors LLC | 9,190 | $427K | 0.2% | -3.5% | 0.038% | |
| 2/4/2026 | Bailard Inc. | 55,719 | $2.59M | 0.1% | +6.2% | 0.227% | |
| 2/4/2026 | Bensler LLC | 4,902 | $228K | 0.0% | -6.3% | 0.020% | |
| 2/3/2026 | MGO One Seven LLC | 4,754 | $221K | 0.0% | -14.7% | 0.019% | |
| 2/3/2026 | Plan Group Financial LLC | 7,237 | $336K | 0.1% | +51.2% | 0.030% | |
| 1/29/2026 | Sanctuary Advisors LLC | 5,173 | $240K | 0.0% | N/A | 0.021% | |
| 1/29/2026 | Wealth Alliance Advisory Group LLC | 281,948 | $13.09M | 2.2% | +7.6% | 1.141% | |
| 1/28/2026 | Geneos Wealth Management Inc. | 21,694 | $1.01M | 0.0% | +6.7% | 0.088% | |
| 1/28/2026 | Fairway Wealth LLC | 743 | $34K | 0.0% | N/A | 0.003% | |
| 1/27/2026 | 5T Wealth LLC | 9,004 | $418K | 0.2% | -15.6% | 0.036% | |
| 1/27/2026 | Berger Financial Group Inc | 21,963 | $1.02M | 0.1% | -10.8% | 0.089% | |
| 1/26/2026 | Private Trust Co. NA | 3,682 | $171K | 0.0% | -47.4% | 0.015% | |
| 1/26/2026 | CWM LLC | 121,804 | $5.65M | 0.0% | +9.7% | 0.495% | |
| 1/23/2026 | Farther Finance Advisors LLC | 640 | $30K | 0.0% | -35.9% | 0.003% | |
| 1/23/2026 | Kelly Financial Group LLC | 68,097 | $3.17M | 0.5% | -1.4% | 0.277% | |
| 1/23/2026 | Fonville Wealth Management LLC | 4,776 | $222K | 0.0% | -11.2% | 0.019% | |
| 1/22/2026 | Triad Wealth Partners LLC | 58,205 | $2.70M | 0.3% | +28.6% | 0.236% | |
| 1/21/2026 | Apella Capital LLC | 368,751 | $17.12M | 0.3% | +0.7% | 1.498% | |
| 1/21/2026 | Lockerman Financial Group Inc. | 23,238 | $1.08M | 2.1% | -45.3% | 0.094% | |
| 1/20/2026 | Ascent Group LLC | 56,708 | $2.63M | 0.1% | +6.1% | 0.230% | |
| 1/16/2026 | Perigon Wealth Management LLC | 8,296 | $385K | 0.0% | -9.1% | 0.034% | |
| 1/16/2026 | Heck Capital Advisors LLC | 216,473 | $10.07M | 0.8% | +13.0% | 0.879% | |
| 1/15/2026 | Cobblestone Asset Management LLC | 19,543 | $907K | 0.4% | +5.4% | 0.079% | |
| 1/14/2026 | ORG Partners LLC | 27,137 | $1.26M | 0.2% | +11.8% | 0.110% | |
| 1/14/2026 | ACT Advisors LLC. | 45,586 | $2.12M | 0.8% | -1.1% | 0.185% | |
| 1/13/2026 | Sharkey Howes & Javer | 38,519 | $1.79M | 0.2% | -45.5% | 0.156% | |
| 1/12/2026 | Arlington Financial Advisors LLC | 17,696 | $821K | 0.1% | +27.4% | 0.072% | |
| 1/8/2026 | Legacy Private Trust Co. | 41,296 | $1.92M | 0.1% | -3.5% | 0.165% | |
| 1/5/2026 | Park Avenue Securities LLC | 114,275 | $5.31M | 0.0% | -48.7% | 0.457% | |
| 1/5/2026 | CGN Advisors LLC | 65,245 | $3.03M | 0.2% | -2.8% | 0.261% | |
| 12/2/2025 | Allworth Financial LP | 2,164 | $101K | 0.0% | -18.0% | 0.008% | |
| 12/2/2025 | IFP Advisors Inc | 6,589 | $308K | 0.0% | +21.5% | 0.024% | |
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Martin D. Weiss, PhD, founder of Weiss Ratings, has identified 4 simple steps Americans can take today to help safeguard their savings before any changes take effect. Discover all 4 steps to help protect your bank account now |
| 11/18/2025 | Advisory Services Network LLC | 1,363 | $64K | 0.0% | N/A | 0.005% | |
| 11/17/2025 | Susquehanna International Group LLP | 20,111 | $939K | 0.0% | -21.2% | 0.074% | |
| 11/17/2025 | Mercer Global Advisors Inc. ADV | 12,951 | $604K | 0.0% | -21.4% | 0.047% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 24,825 | $1.16M | 0.0% | +27.1% | 0.091% | |
| 11/17/2025 | Bank of America Corp DE | 38,408 | $1.79M | 0.0% | -8.2% | 0.141% | |
| 11/14/2025 | Raymond James Financial Inc. | 19,588 | $914K | 0.0% | +52.5% | 0.072% | |
| 11/14/2025 | Nicolet Advisory Services LLC | 23,851 | $1.11M | 0.1% | -7.0% | 0.087% | |
| 11/13/2025 | CreativeOne Wealth LLC | 6,598 | $308K | 0.0% | -39.2% | 0.024% | |
| 11/10/2025 | GGM Financials LLC | 1,307 | $61K | 0.0% | N/A | 0.005% | |
| 11/7/2025 | JPMorgan Chase & Co. | 4,928,102 | $230.00M | 0.0% | +2.0% | 18.038% | |