| 5/19/2026 | Bank of America Corp DE | 51,031 | $2.21M | 0.0% | -8.2% | 3.402% | |
| 5/18/2026 | Royal Bank of Canada | 13,269 | $574K | 0.0% | -5.1% | 0.885% | |
| 5/13/2026 | Cetera Investment Advisers | 76,533 | $3.31M | 0.0% | -40.0% | 5.102% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 11,580 | $563K | 0.0% | -2.3% | 0.693% | |
| 2/19/2026 | Torrey Payne Wealth Management LLC | 6,908 | $338K | 0.3% | N/A | 0.414% | |
| 2/17/2026 | Cetera Investment Advisers | 127,549 | $6.20M | 0.0% | +2.9% | 7.638% | |
| 2/17/2026 | Osaic Holdings Inc. | 6,656 | $323K | 0.0% | -22.0% | 0.399% | |
| 2/17/2026 | Royal Bank of Canada | 13,988 | $680K | 0.0% | -14.0% | 0.838% | |
| 2/13/2026 | Wells Fargo & Company MN | 8,484 | $412K | 0.0% | +19.8% | 0.508% | |
| 2/12/2026 | Jane Street Group LLC | 7,300 | $355K | 0.0% | +36.3% | 0.437% | |
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| 2/12/2026 | Wedbush Securities Inc. | 10,627 | $516K | 0.0% | -10.3% | 0.636% | |
| 2/11/2026 | LPL Financial LLC | 40,012 | $1.94M | 0.0% | -1.1% | 2.396% | |
| 2/11/2026 | Tradition Wealth Management LLC | 21,109 | $1.03M | 0.1% | -1.4% | 1.264% | |
| 2/5/2026 | Rossmore Private Capital | 7,546 | $367K | 0.0% | +38.9% | 0.452% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 69,400 | $3.37M | 0.0% | +28,696.7% | 4.156% | |
| 2/5/2026 | Western Wealth Management LLC | 5,358 | $260K | 0.0% | N/A | 0.321% | |
| 1/29/2026 | UBS Group AG | 48,370 | $2.35M | 0.0% | -17.4% | 2.896% | |
| 1/15/2026 | Lodestone Wealth Management LLC | 522 | $25K | 0.0% | N/A | 0.031% | |
| 1/1/2026 | JPMorgan Chase & Co. | 2,154 | $110K | 0.0% | N/A | 0.127% | |
| 11/17/2025 | Susquehanna International Group LLP | 55,727 | $2.85M | 0.0% | -8.5% | 3.278% | |
| 11/17/2025 | National Bank of Canada FI | 6,102 | $312K | 0.0% | -3.4% | 0.359% | |
| 11/17/2025 | Lido Advisors LLC | 4,000 | $205K | 0.0% | N/A | 0.235% | |
| 11/17/2025 | Bank of America Corp DE | 56,644 | $2.90M | 0.0% | +10.3% | 3.332% | |
| 11/14/2025 | Creative Planning | 4,440 | $227K | 0.0% | N/A | 0.261% | |
| 11/13/2025 | UBS Group AG | 58,593 | $3.00M | 0.0% | -4.7% | 3.447% | |
| 11/7/2025 | JPMorgan Chase & Co. | 2,154 | $110K | 0.0% | N/A | 0.127% | |
| 11/6/2025 | Wedbush Securities Inc. | 11,853 | $606K | 0.0% | +3.0% | 0.697% | |
| 11/5/2025 | Anson Capital Inc. | 6,655 | $340K | 0.3% | N/A | 0.391% | |
| 11/3/2025 | GPS Wealth Strategies Group LLC | 5,322 | $272K | 0.0% | +15.7% | 0.313% | |
| 10/30/2025 | Rossmore Private Capital | 5,433 | $278K | 0.0% | -29.3% | 0.320% | |
| 10/21/2025 | Global Retirement Partners LLC | 994 | $51K | 0.0% | N/A | 0.058% | |
| 9/4/2025 | Osaic Holdings Inc. | 10,212 | $504K | 0.0% | -26.8% | 0.584% | |
| 8/15/2025 | Scott Marsh Financial LLC | 10,326 | $509K | 0.2% | N/A | 0.590% | |
| 8/15/2025 | Bank of America Corp DE | 51,371 | $2.53M | 0.0% | -61.1% | 2.935% | |
| 8/14/2025 | Jane Street Group LLC | 9,976 | $492K | 0.0% | N/A | 0.570% | |
| 8/14/2025 | Raymond James Financial Inc. | 32,196 | $1.59M | 0.0% | -2.9% | 1.840% | |
| 8/8/2025 | Cetera Investment Advisers | 121,746 | $6.01M | 0.0% | +0.5% | 6.957% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 4,600 | $227K | 0.0% | +13.6% | 0.263% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,332 | $66K | 0.0% | N/A | 0.076% | |
| 5/15/2025 | Royal Bank of Canada | 18,085 | $786K | 0.0% | -3.4% | 0.978% | |
The 1934 playbook (Ad) In 1934, a legal government maneuver transferred billions in wealth overnight. Most Americans never saw it coming — but those who did walked away wealthy.Trump holds that same legal authority today. Advisors close to the administration believe he may use it.If he does, the transfer moves fast. The window to position yourself on the right side is already closing. Get the free report now |
| 5/14/2025 | Flow Traders U.S. LLC | 41,914 | $1.82M | 0.1% | +148.0% | 2.266% | |
| 5/13/2025 | Rossmore Private Capital | 7,711 | $335K | 0.0% | -10.5% | 0.417% | |
| 5/12/2025 | Virtu Financial LLC | 7,062 | $307K | 0.0% | N/A | 0.382% | |
| 5/7/2025 | LPL Financial LLC | 33,359 | $1.45M | 0.0% | -3.2% | 1.803% | |
| 5/6/2025 | Cetera Investment Advisers | 121,151 | $5.27M | 0.0% | +0.5% | 6.549% | |
| 5/6/2025 | Wedbush Securities Inc. | 11,510 | $500K | 0.0% | -12.6% | 0.622% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 6,505 | $283K | 0.0% | -36.8% | 0.337% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 4,051 | $176K | 0.0% | +180.5% | 0.210% | |
| 4/10/2025 | EWG Elevate Inc. | 5,197 | $226K | 0.1% | N/A | 0.269% | |
| 4/9/2025 | NBC Securities Inc. | 1,395 | $60K | 0.0% | +139,400.0% | 0.072% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 10,291 | $466K | 0.0% | N/A | 0.533% | |
| 2/18/2025 | GTS Securities LLC | 31,497 | $1.43M | 0.1% | -52.5% | 1.340% | |
| 2/18/2025 | 10Elms LLP | 5,456 | $247K | 0.3% | N/A | 0.232% | |
| 2/17/2025 | Cetera Investment Advisers | 120,570 | $5.47M | 0.0% | +11.0% | 5.131% | |
| 2/17/2025 | Citadel Advisors LLC | 10,697 | $485K | 0.0% | +46.3% | 0.455% | |
| 2/17/2025 | Bank of America Corp DE | 135,793 | $6.16M | 0.0% | -5.1% | 5.778% | |
| 2/14/2025 | Susquehanna International Group LLP | 72,671 | $3.29M | 0.0% | -2.2% | 3.092% | |
| 2/14/2025 | Stifel Financial Corp | 5,179 | $235K | 0.0% | +4.5% | 0.220% | |
| 2/14/2025 | Tradition Wealth Management LLC | 22,000 | $997K | 0.1% | -50.0% | 0.936% | |
| 2/13/2025 | Raymond James Financial Inc. | 34,273 | $1.55M | 0.0% | N/A | 1.458% | |
| 2/13/2025 | Bank of Montreal Can | 1,455 | $66K | 0.0% | -64.1% | 0.062% | |
| 2/13/2025 | Wedbush Securities Inc. | 13,165 | $597K | 0.0% | -14.2% | 0.560% | |
| 2/12/2025 | National Bank of Canada FI | 6,461 | $293K | 0.0% | -10.0% | 0.275% | |
| 2/11/2025 | LPL Financial LLC | 34,462 | $1.56M | 0.0% | -4.4% | 1.466% | |
| 2/6/2025 | Raymond James Financial Inc. | 34,273 | $1.55M | 0.0% | N/A | 1.458% | |
| 2/5/2025 | Sincerus Advisory LLC | 7,239 | $328K | 0.4% | N/A | 0.308% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 9,352 | $424K | 0.0% | -8.3% | 0.398% | |
| 1/24/2025 | GPS Wealth Strategies Group LLC | 1,444 | $65K | 0.0% | +63.2% | 0.061% | |
| 1/10/2025 | Wealth Enhancement Advisory Services LLC | 6,674 | $296K | 0.0% | N/A | 0.284% | |
| 11/20/2024 | Virtu Financial LLC | 12,851 | $569K | 0.0% | N/A | 0.547% | |
| 11/15/2024 | Jane Street Group LLC | 9,202 | $408K | 0.0% | -88.7% | 0.392% | |
| 11/15/2024 | Stifel Financial Corp | 4,954 | $219K | 0.0% | -42.9% | 0.211% | |
| 11/14/2024 | Tradition Wealth Management LLC | 44,020 | $1.95M | 0.2% | +0.8% | 1.873% | |
| 11/13/2024 | Townsquare Capital LLC | 5,319 | $236K | 0.0% | N/A | 0.226% | |
| 10/11/2024 | Creative Planning | 4,655 | $206K | 0.0% | N/A | 0.198% | |
| 9/9/2024 | Heritage Wealth Management Inc. | 5,000 | $210K | 0.1% | N/A | 0.213% | |
| 8/22/2024 | Cetera Investment Advisers | 108,338 | $4.46M | 0.0% | +5.1% | 4.610% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 54,268 | $2.24M | 0.0% | +5.3% | 2.309% | |
| 5/24/2024 | Cetera Investment Advisers | 103,061 | $4.35M | 0.0% | N/A | 4.386% | |
| 5/20/2024 | Virtu Financial LLC | 4,773 | $202K | 0.0% | N/A | 0.203% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 51,522 | $2.18M | 0.0% | -3.1% | 2.165% | |
| 4/5/2024 | NBC Securities Inc. | 1,395 | $58K | 0.0% | -41.8% | 0.050% | |
| 2/14/2024 | Personal CFO Solutions LLC | 5,235 | $217K | 0.0% | N/A | 0.187% | |
| 2/13/2024 | Cetera Advisor Networks LLC | 100,342 | $4.16M | 0.0% | -6.6% | 3.584% | |
| 2/12/2024 | Tradition Wealth Management LLC | 32,211 | $1.34M | 0.1% | +1.6% | 1.150% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 53,184 | $2.20M | 0.0% | +10.1% | 1.899% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 10,947 | $454K | 0.0% | -4.0% | 0.391% | |
| 1/31/2024 | Beaumont Financial Advisors LLC | 5,366 | $222K | 0.0% | N/A | 0.192% | |
| 1/30/2024 | Scissortail Wealth Management LLC | 5,000 | $206K | 0.1% | N/A | 0.179% | |
| 1/29/2024 | Essex LLC | 37,047 | $1.54M | 0.4% | -48.0% | 1.323% | |
The 1934 playbook (Ad) In 1934, a legal government maneuver transferred billions in wealth overnight. Most Americans never saw it coming — but those who did walked away wealthy.Trump holds that same legal authority today. Advisors close to the administration believe he may use it.If he does, the transfer moves fast. The window to position yourself on the right side is already closing. Get the free report now |
| 11/13/2023 | Kestra Advisory Services LLC | 8,261 | $293K | 0.0% | +31.9% | 0.295% | |
| 11/9/2023 | UBS Group AG | 96,286 | $3.41M | 0.0% | -4.4% | 3.439% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 11,408 | $404K | 0.0% | +14.6% | 0.407% | |
| 11/4/2023 | NBC Securities Inc. | 2,395 | $84K | 0.0% | N/A | 0.086% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 48,309 | $1.71M | 0.0% | +11.0% | 1.725% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 44,240 | $1.57M | 0.0% | +1.0% | 1.580% | |
| 10/16/2023 | Essex LLC | 71,243 | $2.52M | 0.7% | -42.4% | 2.544% | |
| 10/12/2023 | AdvisorNet Financial Inc | 1,200 | $43K | 0.0% | -26.2% | 0.043% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 108,292 | $4.26M | 0.0% | -8.6% | 3.868% | |
| 8/7/2023 | Lincoln National Corp | 6,719 | $264K | 0.0% | -45.6% | 0.240% | |