| 8/4/2025 | Bridgewealth Advisory Group LLC | 17,007 | $470K | 0.1% | N/A | 0.016% | |
| 8/4/2025 | Cottage Street Advisors LLC | 42,928 | $1.19M | 0.6% | +1.4% | 0.040% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 239,126 | $6.61M | 0.5% | -28.7% | 0.225% | |
| 8/4/2025 | Creekmur Asset Management LLC | 266,691 | $7.37M | 1.3% | N/A | 0.251% | |
| 8/4/2025 | IFG Advisory LLC | 15,213 | $420K | 0.0% | +84.3% | 0.014% | |
| 8/4/2025 | Impact Partnership Wealth LLC | 18,676 | $516K | 0.1% | N/A | 0.018% | |
| 8/4/2025 | Atria Investments Inc | 418,117 | $11.55M | 0.1% | -10.4% | 0.393% | |
| 8/4/2025 | Assetmark Inc. | 256,056 | $7.07M | 0.0% | +5,070.8% | 0.241% | |
| 8/4/2025 | Arkadios Wealth Advisors | 13,052 | $360K | 0.0% | +8.0% | 0.012% | |
| 8/4/2025 | World Investment Advisors | 18,189 | $502K | 0.0% | +17.1% | 0.017% | |
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| 8/4/2025 | Daymark Wealth Partners LLC | 28,267 | $781K | 0.0% | -2.0% | 0.027% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 4,244,651 | $117.24M | 0.0% | +16.7% | 3.992% | |
| 7/31/2025 | Richards Merrill & Peterson Inc. | 46,804 | $1.29M | 0.6% | +43.8% | 0.044% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 10,960 | $303K | 0.0% | -63.3% | 0.010% | |
| 7/31/2025 | Trademark Financial Management LLC | 8,419 | $233K | 0.1% | -48.3% | 0.008% | |
| 7/31/2025 | CAP Partners LLC | 22,091 | $610K | 0.4% | +2.2% | 0.021% | |
| 7/31/2025 | Turning Point Benefit Group Inc. | 107,849 | $2.98M | 2.3% | -19.0% | 0.101% | |
| 7/30/2025 | Bleakley Financial Group LLC | 10,325 | $285K | 0.0% | -15.2% | 0.010% | |
| 7/30/2025 | TFB Advisors LLC | 7,502 | $207K | 0.1% | N/A | 0.007% | |
| 7/30/2025 | Onyx Bridge Wealth Group LLC | 389,717 | $10.76M | 1.4% | +87.3% | 0.367% | |
| 7/30/2025 | Brookstone Capital Management | 16,533 | $457K | 0.0% | -5.6% | 0.016% | |
| 7/30/2025 | D.A. Davidson & CO. | 193,473 | $5.34M | 0.0% | +9.1% | 0.182% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 121,889 | $3.37M | 0.0% | +28.8% | 0.115% | |
| 7/30/2025 | Financial Perspectives Inc | 1,853 | $51K | 0.0% | +59.6% | 0.002% | |
| 7/29/2025 | Stephens Inc. AR | 643,841 | $17.78M | 0.2% | +8.7% | 0.606% | |
| 7/29/2025 | Balboa Wealth Partners | 12,024 | $332K | 0.1% | +22.0% | 0.011% | |
| 7/29/2025 | Uhlmann Price Securities LLC | 22,637 | $625K | 0.4% | +93.5% | 0.021% | |
| 7/29/2025 | Burford Brothers Inc. | 33,930 | $937K | 0.4% | -3.4% | 0.032% | |
| 7/29/2025 | DeDora Capital Inc. | 43,161 | $1.19M | 0.3% | -90.5% | 0.041% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 28,749 | $794K | 0.0% | N/A | 0.027% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 40,026 | $1.11M | 0.1% | +4.5% | 0.038% | |
| 7/29/2025 | Carmel Capital Partners LLC | 215,493 | $5.95M | 2.1% | +8.7% | 0.203% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 42,904 | $1.19M | 0.0% | N/A | 0.040% | |
| 7/28/2025 | EQ Wealth Advisors LLC | 483,678 | $13.36M | 9.1% | +13.9% | 0.455% | |
| 7/28/2025 | Mutual Advisors LLC | 11,590 | $321K | 0.0% | -55.1% | 0.011% | |
| 7/28/2025 | Harbour Investments Inc. | 271,768 | $7.51M | 0.2% | +4.4% | 0.256% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 7,400 | $204K | 0.0% | N/A | 0.007% | |
| 7/28/2025 | RFG Advisory LLC | 10,106 | $279K | 0.0% | -71.1% | 0.010% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 354,998 | $9.81M | 0.2% | -33.6% | 0.334% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 49,223 | $1.36M | 0.0% | -68.0% | 0.046% | |
A new rule goes live in July — and the banks are quietly crushing it (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 |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 105,399 | $2.91M | 0.8% | +9.6% | 0.099% | |
| 7/25/2025 | M.E. Allison & CO. Inc. | 25,880 | $715K | 0.6% | +71.9% | 0.024% | |
| 7/25/2025 | CWM LLC | 929,285 | $25.67M | 0.1% | +441.9% | 0.874% | |
| 7/25/2025 | Transcendent Capital Group LLC | 69,788 | $1.93M | 1.0% | +3.3% | 0.066% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 188,553 | $5.21M | 0.1% | +21.6% | 0.177% | |
| 7/25/2025 | Apollon Wealth Management LLC | 55,424 | $1.53M | 0.0% | -6.5% | 0.052% | |
| 7/24/2025 | Von Berge Wealth Management Group LLC | 63,478 | $1.76M | 1.0% | +44.3% | 0.060% | |
| 7/24/2025 | Endeavor Private Wealth Inc. | 56,640 | $1.56M | 0.7% | +31.4% | 0.053% | |
| 7/24/2025 | IFP Advisors Inc | 4,091 | $113K | 0.0% | +38.3% | 0.004% | |
| 7/24/2025 | MFA Wealth Services | 69,744 | $1.93M | 1.4% | +4.6% | 0.066% | |
| 7/24/2025 | MSH Capital Advisors LLC | 17,791 | $491K | 0.1% | +35.5% | 0.017% | |
| 7/23/2025 | Valmark Advisers Inc. | 514,219 | $14.20M | 0.2% | +13.9% | 0.484% | |
| 7/23/2025 | WESPAC Advisors LLC | 32,239 | $890K | 0.6% | +15.5% | 0.030% | |
| 7/23/2025 | Seamount Financial Group Inc. | 58,366 | $1.61M | 0.8% | +4.0% | 0.055% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 43,800 | $1.21M | 0.0% | -53.9% | 0.041% | |
| 7/22/2025 | DAVENPORT & Co LLC | 114,237 | $3.16M | 0.0% | +7.6% | 0.107% | |
| 7/22/2025 | Merit Financial Group LLC | 148,581 | $4.10M | 0.0% | +197.8% | 0.140% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 22,884 | $632K | 0.0% | +4.5% | 0.022% | |
| 7/22/2025 | Oak Hill Wealth Advisors LLC | 51,123 | $1.41M | 0.3% | N/A | 0.048% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 42,157 | $1.16M | 0.1% | -7.9% | 0.040% | |
| 7/21/2025 | Investment Planning Advisors Inc. | 17,838 | $493K | 0.2% | -34.9% | 0.017% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 107,461 | $2.97M | 0.3% | +2.0% | 0.101% | |
| 7/18/2025 | Vicus Capital | 259,927 | $7.18M | 0.6% | -12.8% | 0.244% | |
| 7/18/2025 | Trilogy Capital Inc. | 58,706 | $1.62M | 0.1% | +3.0% | 0.055% | |
| 7/18/2025 | Truist Financial Corp | 67,256 | $1.83M | 0.0% | +37.0% | 0.063% | |
| 7/17/2025 | Centennial Wealth Advisory LLC | 146,061 | $4.03M | 1.3% | +145.9% | 0.140% | |
| 7/17/2025 | LifeGoal Wealth Advisors | 36,160 | $999K | 0.9% | -74.6% | 0.035% | |
| 7/17/2025 | LexAurum Advisors LLC | 11,342 | $313K | 0.0% | +11.3% | 0.011% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 145,898 | $4.03M | 0.0% | +19.7% | 0.139% | |
| 7/17/2025 | KWB Wealth | 100,577 | $2.75M | 0.3% | -40.6% | 0.096% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 24,845 | $686K | 0.2% | +1.8% | 0.024% | |
| 7/16/2025 | Midwest Heritage Bank FSB | 10,871 | $300K | 0.1% | +34.2% | 0.010% | |
| 7/16/2025 | ORG Partners LLC | 7,610 | $210K | 0.0% | +409.4% | 0.007% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 347,002 | $9.58M | 0.4% | +0.8% | 0.332% | |
| 7/16/2025 | Swisher Financial Concepts Inc. | 220,873 | $6.10M | 3.9% | -2.6% | 0.211% | |
| 7/16/2025 | Novem Group | 114,748 | $3.17M | 0.4% | +2.8% | 0.110% | |
| 7/16/2025 | Owen LaRue LLC | 33,775 | $933K | 0.4% | -1.4% | 0.032% | |
| 7/16/2025 | Freestate Advisors LLC | 10,068 | $278K | 0.2% | N/A | 0.010% | |
| 7/15/2025 | Regatta Capital Group LLC | 10,245 | $283K | 0.0% | N/A | 0.010% | |
| 7/15/2025 | Hartmann Taylor Wealth Management LLC | 89,293 | $2.47M | 2.1% | -35.1% | 0.085% | |
| 7/14/2025 | AdvisorNet Financial Inc | 4,551 | $126K | 0.0% | +67.6% | 0.004% | |
| 7/14/2025 | McGlone Suttner Wealth Management Inc. | 16,579 | $458K | 0.1% | -5.7% | 0.016% | |
| 7/14/2025 | Main Line Retirement Advisors LLC | 312,403 | $8.63M | 4.9% | +4.5% | 0.299% | |
| 7/14/2025 | Sowell Financial Services LLC | 112,270 | $3.10M | 0.1% | +140.6% | 0.107% | |
| 7/11/2025 | Skyline Advisors Inc. | 481,421 | $13.30M | 4.9% | +1.8% | 0.465% | |
| 7/11/2025 | Bond & Devick Financial Network Inc. | 237,164 | $6.55M | 2.2% | +3.1% | 0.229% | |
| 7/11/2025 | Bouvel Investment Partners LLC | 219,457 | $6.06M | 2.1% | +1.4% | 0.212% | |
| 7/11/2025 | Capital Advantage Inc. | 2,108,316 | $58.23M | 9.2% | N/A | 2.035% | |
| 7/11/2025 | Farther Finance Advisors LLC | 8,244 | $228K | 0.0% | +174.8% | 0.008% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 177,141 | $4.89M | 0.4% | +4.9% | 0.171% | |
A new rule goes live in July — and the banks are quietly crushing it (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 |
| 7/11/2025 | LongView Wealth Management | 84,352 | $2.33M | 0.7% | +26.5% | 0.081% | |
| 7/10/2025 | Redhawk Wealth Advisors Inc. | 576,569 | $15.93M | 2.0% | -0.9% | 0.556% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 1,825,546 | $50.40M | 0.1% | +0.4% | 1.762% | |
| 7/10/2025 | Sharkey Howes & Javer | 60,723 | $1.68M | 0.2% | -25.1% | 0.059% | |
| 7/10/2025 | SK Wealth Management LLC | 44,929 | $1.24M | 0.5% | +14.9% | 0.043% | |
| 7/10/2025 | KMG Fiduciary Partners LLC | 355,666 | $9.82M | 0.7% | +11.8% | 0.343% | |
| 7/10/2025 | Sovran Advisors LLC | 35,353 | $972K | 0.1% | -30.6% | 0.034% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 141,617 | $3.91M | 0.1% | +12.1% | 0.137% | |
| 7/9/2025 | Pines Wealth Management LLC | 28,921 | $799K | 0.3% | +20.7% | 0.028% | |
| 7/9/2025 | Fiduciary Alliance LLC | 117,756 | $3.25M | 0.2% | N/A | 0.114% | |
