5/21/2025 | Main Line Retirement Advisors LLC | 816,249 | $18.33M | 11.9% | +2.6% | 0.378% | |
5/21/2025 | Geneos Wealth Management Inc. | 237,229 | $5.33M | 0.2% | +25.0% | 0.110% | |
5/20/2025 | Belpointe Asset Management LLC | 132,366 | $2.97M | 0.2% | +3.4% | 0.061% | |
5/20/2025 | Focus Partners Wealth | 13,927 | $313K | 0.0% | N/A | 0.006% | |
5/19/2025 | Jane Street Group LLC | 521,993 | $11.72M | 0.0% | +87.7% | 0.241% | |
5/19/2025 | Advisory Alpha LLC | 47,795 | $1.07M | 0.0% | -8.9% | 0.022% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 258,576 | $5.81M | 0.2% | +15.9% | 0.120% | |
5/16/2025 | Goldman Sachs Group Inc. | 129,356 | $2.90M | 0.0% | N/A | 0.060% | |
5/16/2025 | Kestra Investment Management LLC | 905,627 | $20.33M | 0.6% | +46.1% | 0.419% | |
5/16/2025 | Jones Financial Companies Lllp | 656,033 | $14.73M | 0.0% | -34.0% | 0.303% | |
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5/16/2025 | Ruggaard & Associates LLC | 652,057 | $14.64M | 6.4% | +0.7% | 0.302% | |
5/16/2025 | NewEdge Advisors LLC | 99,330 | $2.23M | 0.0% | +16.6% | 0.046% | |
5/16/2025 | Integrated Wealth Concepts LLC | 14,920 | $335K | 0.0% | +63.4% | 0.007% | |
5/15/2025 | Royal Bank of Canada | 2,702,229 | $60.67M | 0.0% | +11.9% | 1.288% | |
5/15/2025 | Baird Financial Group Inc. | 1,477,892 | $33.18M | 0.1% | -6.8% | 0.704% | |
5/15/2025 | OLD Mission Capital LLC | 13,782 | $309K | 0.0% | -87.8% | 0.007% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 2,361 | $53K | 0.0% | N/A | 0.001% | |
5/14/2025 | Quadcap Wealth Management LLC | 731,068 | $16.41M | 2.4% | +7,134.7% | 0.348% | |
5/14/2025 | Jane Street Group LLC | 521,993 | $11.72M | 0.0% | +87.7% | 0.249% | |
5/14/2025 | Comerica Bank | 102,630 | $2.30M | 0.0% | -0.7% | 0.049% | |
5/14/2025 | Smartleaf Asset Management LLC | 225,644 | $5.06M | 0.5% | +82.5% | 0.108% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 4,605,576 | $103.40M | 0.1% | +10.9% | 2.194% | |
5/14/2025 | Kestra Advisory Services LLC | 229,328 | $5.15M | 0.0% | -12.5% | 0.109% | |
5/14/2025 | CW Advisors LLC | 35,826 | $805K | 0.0% | N/A | 0.017% | |
5/14/2025 | Flow Traders U.S. LLC | 157,475 | $3.54M | 0.1% | +12.3% | 0.075% | |
5/14/2025 | Capital Analysts LLC | 37,655 | $845K | 0.0% | +1,436.9% | 0.018% | |
5/14/2025 | Level Four Advisory Services LLC | 135,947 | $3.05M | 0.1% | +4.5% | 0.065% | |
5/14/2025 | Tradition Wealth Management LLC | 23,602 | $530K | 0.0% | -2.5% | 0.011% | |
5/13/2025 | Tyler Stone Wealth Management | 47,561 | $1.07M | 0.2% | +2.1% | 0.023% | |
5/13/2025 | Raymond James Financial Inc. | 4,472,790 | $100.41M | 0.0% | +6.3% | 2.131% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 132,162 | $2.97M | 0.2% | +18.2% | 0.063% | |
5/13/2025 | EverSource Wealth Advisors LLC | 405,631 | $9.11M | 0.5% | +25.8% | 0.193% | |
5/13/2025 | Leigh Baldwin & CO. LLC | 129,074 | $2.90M | 2.3% | +28.2% | 0.061% | |
5/13/2025 | Bridgewealth Advisory Group LLC | 55,901 | $1.26M | 1.6% | -85.8% | 0.027% | |
5/13/2025 | Core Wealth Partners LLC | 145,191 | $3.26M | 1.9% | -40.8% | 0.069% | |
5/12/2025 | Meridian Wealth Management LLC | 71,704 | $1.61M | 0.1% | +45.4% | 0.034% | |
5/12/2025 | Benjamin Edwards Inc. | 315,435 | $7.08M | 0.1% | +15.5% | 0.150% | |
5/12/2025 | Condor Capital Management | 729,459 | $16.38M | 1.5% | +4.3% | 0.348% | |
5/12/2025 | AlphaCore Capital LLC | 75,300 | $1.69M | 0.1% | N/A | 0.036% | |
5/12/2025 | WBH Advisory Inc. | 413,481 | $9.28M | 0.9% | +6.7% | 0.197% | |
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 |
5/9/2025 | Acima Private Wealth LLC | 6,275 | $141K | 0.1% | -86.6% | 0.003% | |
5/9/2025 | Atria Wealth Solutions Inc. | 356,013 | $8.00M | 0.1% | +68.0% | 0.170% | |
5/9/2025 | Commonwealth Equity Services LLC | 3,164,414 | $71.04M | 0.1% | +7.4% | 1.508% | |
5/8/2025 | Endeavor Private Wealth Inc. | 76,478 | $1.72M | 0.9% | +24.9% | 0.036% | |
5/8/2025 | IFG Advisory LLC | 45,611 | $1.02M | 0.1% | +20.6% | 0.022% | |
5/8/2025 | Strategic Family Wealth Counselors L.L.C. | 59,739 | $1.34M | 0.4% | +4.7% | 0.028% | |
5/8/2025 | Harbour Investments Inc. | 2,134,399 | $47.92M | 1.4% | +9.2% | 1.017% | |
5/8/2025 | Entruity Wealth LLC | 204,083 | $4.58M | 4.3% | +4.6% | 0.097% | |
5/8/2025 | Arkadios Wealth Advisors | 22,444 | $504K | 0.0% | +2.6% | 0.011% | |
5/8/2025 | XTX Topco Ltd | 9,369 | $210K | 0.0% | N/A | 0.004% | |
5/8/2025 | Geneos Wealth Management Inc. | 236,125 | $5.30M | 0.1% | +24.5% | 0.113% | |
5/7/2025 | Financial Management Network Inc. | 77,164 | $1.71M | 0.4% | +40.8% | 0.037% | |
5/7/2025 | Richards Merrill & Peterson Inc. | 41,016 | $921K | 0.5% | +12.5% | 0.020% | |
5/7/2025 | LPL Financial LLC | 12,405,221 | $278.50M | 0.1% | +45.6% | 5.911% | |
5/7/2025 | Inspire Advisors LLC | 166,814 | $3.75M | 0.4% | +14.3% | 0.079% | |
5/7/2025 | Trilogy Capital Inc. | 11,203 | $252K | 0.0% | -12.8% | 0.005% | |
5/6/2025 | Cetera Investment Advisers | 4,859,643 | $109.10M | 0.2% | +13.3% | 2.315% | |
5/6/2025 | Avantax Advisory Services Inc. | 256,066 | $5.75M | 0.0% | +18.0% | 0.122% | |
5/6/2025 | Tempus Wealth Planning LLC | 41,552 | $933K | 0.3% | +23.4% | 0.020% | |
5/6/2025 | Compass Financial Group Inc. | 300,504 | $6.75M | 3.5% | -1.6% | 0.143% | |
5/6/2025 | Financial Partners Group Inc | 10,793 | $242K | 0.0% | -9.0% | 0.005% | |
5/6/2025 | Flynn Zito Capital Management LLC | 251,203 | $5.64M | 2.6% | +731.6% | 0.120% | |
5/6/2025 | PFG Advisors | 42,392 | $952K | 0.1% | +22.9% | 0.020% | |
5/5/2025 | Souders Financial Advisors | 2,678,280 | $60.13M | 8.4% | +7.3% | 1.276% | |
5/5/2025 | New England Capital Financial Advisors LLC | 502,005 | $11.27M | 5.7% | -4.7% | 0.239% | |
5/5/2025 | WNY Asset Management LLC | 4,021,493 | $90.28M | 10.7% | +4.8% | 1.916% | |
5/5/2025 | IFP Advisors Inc | 102,717 | $2.31M | 0.1% | +1,350.6% | 0.049% | |
5/5/2025 | Kestra Private Wealth Services LLC | 155,029 | $3.48M | 0.1% | -24.9% | 0.074% | |
5/5/2025 | Private Advisor Group LLC | 382,382 | $8.58M | 0.1% | +9.9% | 0.182% | |
5/2/2025 | Carson Advisory Inc. | 8,959 | $201K | 0.1% | N/A | 0.004% | |
5/2/2025 | Midwest Heritage Bank FSB | 981,282 | $22.03M | 9.1% | +20.7% | 0.468% | |
5/2/2025 | Kingsview Wealth Management LLC | 172,992 | $3.88M | 0.1% | -4.5% | 0.082% | |
5/2/2025 | Cullen Frost Bankers Inc. | 63,508 | $1.43M | 0.0% | +19.0% | 0.030% | |
5/2/2025 | Fortress Wealth Management Inc. | 47,431 | $1.07M | 0.6% | -81.4% | 0.023% | |
5/2/2025 | Landmark Wealth Management LLC | 240,991 | $5.41M | 2.4% | -1.6% | 0.115% | |
5/1/2025 | Smith Thornton Advisors LLC | 219,415 | $4.93M | 3.1% | +779.7% | 0.105% | |
5/1/2025 | CWM LLC | 3,730 | $84K | 0.0% | N/A | 0.002% | |
5/1/2025 | Greatmark Investment Partners Inc. | 91,255 | $2.05M | 0.3% | +26.8% | 0.043% | |
5/1/2025 | Gateway Wealth Partners LLC | 14,422 | $324K | 0.1% | N/A | 0.007% | |
5/1/2025 | Diversify Wealth Management LLC | 678,522 | $15.23M | 1.1% | +3.2% | 0.323% | |
4/30/2025 | Burford Brothers Inc. | 11,333 | $254K | 0.1% | N/A | 0.005% | |
4/30/2025 | Hunter Associates Investment Management LLC | 92,880 | $2.09M | 0.3% | +8.1% | 0.044% | |
4/30/2025 | Allworth Financial LP | 89,908 | $2.00M | 0.0% | -7.5% | 0.043% | |
4/30/2025 | Moloney Securities Asset Management LLC | 88,730 | $1.99M | 0.3% | +1.2% | 0.042% | |
4/30/2025 | Silverlake Wealth Management LLC | 72,628 | $1.63M | 0.6% | -6.1% | 0.035% | |
4/30/2025 | Ridgeline Wealth Planning LLC | 16,743 | $376K | 0.4% | -4.4% | 0.008% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 20,563 | $462K | 0.0% | +39.1% | 0.010% | |
4/29/2025 | Wood Tarver Financial Group LLC | 1,636,597 | $36.74M | 12.0% | +5.1% | 0.780% | |
4/29/2025 | Envestnet Asset Management Inc. | 5,247,876 | $117.82M | 0.0% | +16.8% | 2.500% | |
4/29/2025 | McGlone Suttner Wealth Management Inc. | 1,256,274 | $28.20M | 4.6% | +3.9% | 0.599% | |
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 |
4/29/2025 | Capital & Planning LLC | 104,825 | $2.35M | 1.7% | +223.6% | 0.048% | |
4/29/2025 | Olistico Wealth LLC | 5,346 | $120K | 0.1% | +24.3% | 0.003% | |
4/29/2025 | Concurrent Investment Advisors LLC | 360,140 | $8.09M | 0.2% | +5.3% | 0.172% | |
4/29/2025 | World Investment Advisors | 41,825 | $939K | 0.0% | -3.0% | 0.020% | |
4/28/2025 | D.A. Davidson & CO. | 694,941 | $15.60M | 0.1% | +16.5% | 0.331% | |
4/28/2025 | Mutual Advisors LLC | 490,378 | $10.96M | 0.3% | -0.9% | 0.234% | |
4/28/2025 | Lodestone Wealth Management LLC | 223,863 | $5.03M | 2.7% | +2.5% | 0.107% | |
4/28/2025 | DAVENPORT & Co LLC | 106,703 | $2.40M | 0.0% | +5.1% | 0.051% | |
4/25/2025 | Koshinski Asset Management Inc. | 27,827 | $625K | 0.1% | +56.6% | 0.013% | |
4/25/2025 | Ameritas Advisory Services LLC | 53,458 | $1.19M | 0.0% | -1.2% | 0.025% | |