| 10/13/2026 | Cooksen Wealth LLC | 11,313 | $625K | 0.4% | +2.3% | 0.036% | |
| 10/10/2026 | Valley Wealth Managers Inc. | 3,391 | $188K | 0.0% | N/A | 0.011% | |
| 10/9/2026 | GAMMA Investing LLC | 1,281 | $71K | 0.0% | +70.1% | 0.004% | |
| 10/8/2026 | Farther Finance Advisors LLC | 1,466 | $81K | 0.0% | +97.6% | 0.005% | |
| 10/5/2026 | Tompkins Financial Corp | 1,560 | $87K | 0.0% | N/A | 0.005% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 93,306 | $5.32M | 0.0% | -1.6% | 0.297% | |
| 9/9/2026 | NorthRock Partners LLC | 9,359 | $533K | 0.0% | +5.1% | 0.029% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 2,484 | $142K | 0.0% | N/A | 0.008% | |
| 9/9/2026 | NewEdge Advisors LLC | 3,950 | $225K | 0.0% | N/A | 0.012% | |
| 9/9/2026 | IFP Advisors Inc | 2,304 | $131K | 0.0% | +88.7% | 0.007% | |
Federal Reserve Reveals Disturbing New Plan To Control Your Money (Ad) Docket No. OP-1670 is drawing attention for what it reveals about the Federal Reserve's next move. Buried on page 84 is a plan that could expand oversight of checking accounts, purchases, and money transfers across the country.
Martin D. Weiss, PhD, founder of Weiss Ratings, breaks down what this document means and why it could roll out as soon as this summer. Watch the video to learn how this plan could affect you |
| 9/2/2026 | Allianz Asset Management GmbH | 92,700 | $5.28M | 0.0% | +78.0% | 0.287% | |
| 9/2/2026 | Citadel Advisors LLC | 53,518 | $3.05M | 0.0% | -6.7% | 0.166% | |
| 8/27/2026 | Corient Private Wealth LP | 48,984 | $2.79M | 0.0% | -3.4% | 0.152% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 478 | $27K | 0.0% | N/A | 0.001% | |
| 8/23/2026 | Azimuth Capital Investment Management LLC | 193,515 | $11.03M | 0.4% | -1.9% | 0.600% | |
| 8/22/2026 | TD Waterhouse Canada Inc. | 3,600 | $203K | 0.0% | -47.3% | 0.011% | |
| 8/21/2026 | Continuum Advisory LLC | 1,000 | $27K | 0.0% | N/A | 0.003% | |
| 8/7/2026 | Trust Co. of Vermont | 2,038 | $116K | 0.0% | N/A | 0.006% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 3,840 | $219K | 0.0% | N/A | 0.012% | |
| 7/9/2026 | West Financial Advisors LLC | 3,305 | $188K | 0.0% | -7.1% | 0.010% | |
| 7/1/2026 | Eastern Bank | 486 | $28K | 0.0% | N/A | 0.001% | |
| 5/20/2026 | Boothe Investment Group Inc. | 446,382 | $23.35M | 7.5% | +1.9% | 1.371% | |
| 5/19/2026 | Bank of America Corp DE | 1,352,811 | $70.75M | 0.0% | -0.2% | 4.156% | |
| 5/18/2026 | Royal Bank of Canada | 442,287 | $23.13M | 0.0% | -0.7% | 1.359% | |
| 5/13/2026 | Cetera Investment Advisers | 29,141 | $1.52M | 0.0% | -7.1% | 0.090% | |
| 5/7/2026 | Valley Wealth Managers Inc. | 195,544 | $10.23M | 0.7% | +21.6% | 0.601% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 10,341 | $565K | 0.1% | -75.8% | 0.032% | |
| 5/5/2026 | Bank of New York Mellon Corp | 430,900 | $22.54M | 0.0% | +0.3% | 1.324% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 18,685 | $977K | 0.0% | +17.0% | 0.057% | |
| 5/5/2026 | Harel Insurance Investments & Financial Services Ltd. | 68,065 | $3.56M | 0.0% | +9.2% | 0.209% | |
| 5/5/2026 | Sanctuary Advisors LLC | 6,589 | $345K | 0.0% | -5.9% | 0.020% | |
| 5/4/2026 | NWF Advisory Services Inc. | 6,088 | $318K | 0.0% | +3.6% | 0.019% | |
| 5/1/2026 | Fifth Third Bancorp | 44,254 | $2.31M | 0.0% | +154.9% | 0.136% | |
| 5/1/2026 | Sovran Advisors LLC | 4,937 | $270K | 0.0% | +20.4% | 0.015% | |
| 4/30/2026 | Kestra Advisory Services LLC | 52,544 | $2.75M | 0.0% | -5.2% | 0.161% | |
| 4/30/2026 | Cooksen Wealth LLC | 11,025 | $577K | 0.4% | -3.6% | 0.034% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 233,638 | $12.22M | 0.3% | +14.8% | 0.711% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 112,712 | $5.90M | 0.0% | +4.6% | 0.343% | |
| 4/21/2026 | Laurel Oak Wealth Management LLC | 31,934 | $1.67M | 0.3% | -2.9% | 0.097% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 29,421 | $1.54M | 0.0% | -5.0% | 0.090% | |
Trump's crypto bank just got approved (Ad) Last month I told investors that a Trump-backed crypto bank could be approved any day.
On August 14, it was. Federal regulators granted conditional approval to World Liberty Trust Company… a nationally chartered trust bank tied to the Trump family's crypto venture. Most investors still haven't processed what that means.
This bank exists to do one thing. Issue, redeem, custody and back USD1… the stablecoin that has now crossed $4 billion in circulation. The bank isn't operating yet. There are conditions to satisfy first… capital minimums, an audit manager, a sign-off on the business plan. Which means the money hasn't moved yet. Get my #1 coin for the Trump bull run. |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 4,410 | $231K | 0.0% | N/A | 0.013% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 403,104 | $21.39M | 0.0% | -1.1% | 1.211% | |
| 3/9/2026 | Corient Private Wealth LLC | 51,795 | $2.75M | 0.0% | -2.0% | 0.156% | |
| 3/6/2026 | Hsbc Holdings PLC | 32,540 | $1.73M | 0.0% | N/A | 0.098% | |
| 3/5/2026 | Bayban | 3,220 | $171K | 0.2% | N/A | 0.010% | |
| 2/19/2026 | Corient Private Wealth LLC | 51,795 | $2.75M | 0.0% | -2.0% | 0.156% | |
| 2/18/2026 | Hyposwiss Advisors SA | 20,715 | $1.04M | 1.0% | N/A | 0.062% | |
| 2/17/2026 | Cetera Investment Advisers | 31,352 | $1.66M | 0.0% | -7.4% | 0.094% | |
| 2/17/2026 | Osaic Holdings Inc. | 56,655 | $3.01M | 0.0% | +3.2% | 0.170% | |
| 2/17/2026 | Captrust Financial Advisors | 4,228 | $224K | 0.0% | N/A | 0.013% | |
| 2/17/2026 | Blair William & Co. IL | 5,320 | $282K | 0.0% | +120.0% | 0.016% | |
| 2/17/2026 | Royal Bank of Canada | 445,445 | $23.64M | 0.0% | +1.7% | 1.338% | |
| 2/17/2026 | Karnit Road Accident Victims Compensation Fund | 19,080 | $1.01M | 0.6% | N/A | 0.057% | |
| 2/16/2026 | Retirement Financial Solutions LLC | 4,363 | $231K | 0.1% | -97.4% | 0.013% | |
| 2/16/2026 | MML Investors Services LLC | 12,363 | $656K | 0.0% | +35.9% | 0.037% | |
| 2/16/2026 | 17 Capital Partners LLC | 3,875 | $206K | 0.1% | N/A | 0.012% | |
| 2/13/2026 | Arete Wealth Advisors LLC | 4,066 | $216K | 0.0% | N/A | 0.012% | |
| 2/13/2026 | Kestra Advisory Services LLC | 55,441 | $2.94M | 0.0% | -18.5% | 0.166% | |
| 2/13/2026 | Stifel Financial Corp | 26,077 | $1.38M | 0.0% | +0.8% | 0.078% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 15,783 | $839K | 0.0% | -63.0% | 0.047% | |
| 2/13/2026 | Morgan Stanley | 1,277,299 | $67.77M | 0.0% | -2.5% | 3.836% | |
| 2/13/2026 | First National Bank of Omaha | 19,722 | $1.05M | 0.0% | N/A | 0.059% | |
| 2/13/2026 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 4,773 | $253K | 0.0% | N/A | 0.014% | |
| 2/13/2026 | Wells Fargo & Company MN | 491,959 | $26.10M | 0.0% | -5.3% | 1.477% | |
| 2/12/2026 | Laurel Oak Wealth Management LLC | 32,903 | $1.75M | 0.3% | N/A | 0.099% | |
| 2/12/2026 | Federation des caisses Desjardins du Quebec | 96,748 | $5.13M | 0.0% | -2.2% | 0.291% | |
| 2/12/2026 | Jane Street Group LLC | 178,533 | $9.47M | 0.0% | +74.5% | 0.536% | |
| 2/12/2026 | HRT Financial LP | 4,898 | $259K | 0.0% | -80.5% | 0.015% | |
| 2/12/2026 | Insigneo Advisory Services LLC | 6,893 | $366K | 0.0% | -10.0% | 0.021% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 4,382 | $233K | 0.0% | N/A | 0.013% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 37,020 | $1.96M | 0.0% | -19.4% | 0.111% | |
| 2/12/2026 | Elevation Point Wealth Partners LLC | 203,540 | $10.80M | 0.5% | +665.1% | 0.611% | |
| 2/12/2026 | Azimuth Capital Investment Management LLC | 192,280 | $10.20M | 0.4% | +1.9% | 0.577% | |
| 2/11/2026 | CSM Advisors LLC | 71,237 | $3.78M | 0.1% | +26.4% | 0.214% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 107,742 | $5.72M | 0.0% | -1.5% | 0.324% | |
| 2/11/2026 | J.Safra Asset Management Corp | 29,140 | $1.55M | 0.1% | N/A | 0.088% | |
| 2/11/2026 | Insight Advisors LLC PA | 11,886 | $631K | 0.1% | -86.2% | 0.036% | |
| 2/11/2026 | Alethea Capital Management LLC | 7,430 | $394K | 0.2% | -6.2% | 0.022% | |
| 2/11/2026 | Cerity Partners LLC | 35,714 | $1.90M | 0.0% | +23.0% | 0.107% | |
| 2/11/2026 | LPL Financial LLC | 550,399 | $29.20M | 0.0% | -8.2% | 1.653% | |
| 2/11/2026 | Franklin Resources Inc. | 2,914 | $155K | 0.0% | +13.5% | 0.009% | |
| 2/11/2026 | Napier Financial LLC | 10,989 | $583K | 0.1% | N/A | 0.033% | |
| 2/10/2026 | Lido Advisors LLC | 14,944 | $754K | 0.0% | +1.8% | 0.045% | |
| 2/10/2026 | Bank of New York Mellon Corp | 429,664 | $22.80M | 0.0% | -6.8% | 1.290% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 2,633,720 | $139.75M | 0.0% | -2.0% | 7.909% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 49,285 | $2.62M | 0.0% | -7.6% | 0.148% | |
| 2/10/2026 | Moors & Cabot Inc. | 3,812 | $202K | 0.0% | N/A | 0.011% | |
| 2/10/2026 | Thoroughbred Financial Services LLC | 34,248 | $1.82M | 0.1% | -1.0% | 0.103% | |
| 2/9/2026 | IPG Investment Advisors LLC | 3,900 | $207K | 0.0% | N/A | 0.012% | |
| 2/9/2026 | Prospera Financial Services Inc | 14,461 | $767K | 0.0% | +5.7% | 0.043% | |
Wall Street legend reveals his top AI stock before Oct. 20 (Ad) Marc Chaikin, the 60-year Wall Street veteran behind the Power Gauge rating system, has flagged a new AI stock ahead of October 20. His system has spotted at least seven of the top 10 performers every year since 2016, including all ten in the 2022 bear market and every member of the Magnificent Seven before their run higher.
Now Chaikin's Power Gauge is turning bullish on an under-the-radar company tied to next-generation AI data centers built under Executive Order 14363, technology he says uses 99 percent less electricity and space while offering far greater computing power. Watch the free interview now to see Chaikin's top AI stock pick |
| 2/9/2026 | New England Private Wealth Advisors LLC | 441,204 | $23.15M | 1.4% | +2,000.0% | 1.325% | |
| 2/6/2026 | Condor Capital Management | 171,045 | $9.08M | 0.7% | -0.2% | 0.514% | |
| 2/6/2026 | Portland Financial Advisors Inc | 11,430 | $606K | 1.3% | -2.1% | 0.034% | |
| 2/6/2026 | IFP Advisors Inc | 1,326 | $70K | 0.0% | -23.3% | 0.004% | |
| 2/5/2026 | Chancellor Financial Group WB LP | 6,116 | $324K | 0.2% | -3.0% | 0.018% | |
| 2/4/2026 | Valley Wealth Managers Inc. | 160,801 | $8.53M | 0.5% | +7.3% | 0.483% | |
| 2/3/2026 | Patten & Patten Inc. TN | 262,612 | $13.93M | 0.8% | -2.0% | 0.789% | |
| 2/3/2026 | International Assets Investment Management LLC | 860 | $46K | 0.0% | N/A | 0.003% | |
| 2/3/2026 | Boothe Investment Group Inc. | 437,997 | $23.24M | 8.3% | +3.3% | 1.315% | |
| 2/2/2026 | Fulcrum Wealth Advisors LLC | 6,765 | $359K | 0.3% | N/A | 0.020% | |