8/4/2025 | AlphaStar Capital Management LLC | 3,737 | $403K | 0.0% | N/A | 0.006% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 29,970 | $3.23M | 0.2% | -92.3% | 0.049% | |
8/4/2025 | Kovack Advisors Inc. | 2,000 | $216K | 0.0% | N/A | 0.003% | |
8/4/2025 | Amplius Wealth Advisors LLC | 1,116,281 | $120.34M | 11.2% | -3.3% | 1.824% | |
8/4/2025 | Atria Investments Inc | 6,774 | $730K | 0.0% | -82.8% | 0.011% | |
8/4/2025 | Assetmark Inc. | 49,314 | $5.32M | 0.0% | -3.4% | 0.081% | |
8/4/2025 | Arkadios Wealth Advisors | 6,520 | $703K | 0.0% | N/A | 0.011% | |
8/4/2025 | World Investment Advisors | 9,208 | $993K | 0.0% | -5.9% | 0.015% | |
8/4/2025 | Flagship Harbor Advisors LLC | 11,345 | $1.22M | 0.1% | +3.1% | 0.019% | |
8/1/2025 | Envestnet Asset Management Inc. | 387,294 | $41.75M | 0.0% | +11.7% | 0.633% | |
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7/31/2025 | Strait & Sound Wealth Management LLC | 2,362 | $255K | 0.1% | -4.1% | 0.004% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 351 | $38K | 0.0% | -91.5% | 0.001% | |
7/31/2025 | Ground Swell Capital LLC | 5,496 | $593K | 0.9% | +9.3% | 0.009% | |
7/31/2025 | GLOBALT Investments LLC GA | 26,355 | $2.84M | 0.1% | -1.2% | 0.043% | |
7/31/2025 | 180 Wealth Advisors LLC | 43,120 | $4.65M | 0.6% | -2.2% | 0.070% | |
7/30/2025 | KPP Advisory Services LLC | 9,206 | $993K | 0.2% | -7.4% | 0.015% | |
7/30/2025 | Bleakley Financial Group LLC | 29,541 | $3.19M | 0.1% | +12.9% | 0.048% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 15,036 | $1.62M | 0.2% | +4.5% | 0.025% | |
7/30/2025 | Retirement Planning Group LLC | 14,173 | $1.53M | 0.1% | -1.4% | 0.023% | |
7/30/2025 | Alexis Investment Partners LLC | 84,221 | $9.06M | 3.9% | +2.6% | 0.138% | |
7/29/2025 | Stephens Inc. AR | 338,163 | $36.46M | 0.5% | +4.8% | 0.553% | |
7/29/2025 | Chicago Partners Investment Group LLC | 10,172 | $1.14M | 0.0% | -18.2% | 0.017% | |
7/29/2025 | Ifrah Financial Services Inc. | 6,356 | $685K | 0.2% | -29.7% | 0.010% | |
7/29/2025 | Curbstone Financial Management Corp | 18,880 | $2.04M | 0.4% | -4.1% | 0.031% | |
7/29/2025 | Private Trust Co. NA | 357 | $38K | 0.0% | -43.9% | 0.001% | |
7/28/2025 | Rosenberg Matthew Hamilton | 704 | $76K | 0.0% | N/A | 0.001% | |
7/28/2025 | Harbour Investments Inc. | 22,807 | $2.46M | 0.1% | -5.8% | 0.037% | |
7/28/2025 | Sagespring Wealth Partners LLC | 14,444 | $1.56M | 0.0% | -9.7% | 0.024% | |
7/28/2025 | RFG Advisory LLC | 8,115 | $875K | 0.0% | +1.2% | 0.013% | |
7/25/2025 | Atria Wealth Solutions Inc. | 29,022 | $3.13M | 0.1% | +12.2% | 0.047% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 11,567 | $1.25M | 0.0% | +10.4% | 0.019% | |
7/25/2025 | Concurrent Investment Advisors LLC | 5,001 | $539K | 0.0% | -6.9% | 0.008% | |
7/24/2025 | Fischer Investment Strategies LLC | 14,291 | $1.54M | 1.0% | +50.0% | 0.023% | |
7/24/2025 | McKinley Carter Wealth Services Inc. | 2,714 | $293K | 0.0% | -8.4% | 0.004% | |
7/24/2025 | Blair William & Co. IL | 2,162 | $233K | 0.0% | -36.9% | 0.004% | |
7/24/2025 | Mainstay Capital Management LLC ADV | 4,122 | $444K | 0.0% | +53.5% | 0.007% | |
7/24/2025 | Capital Advisors Ltd. LLC | 50,415 | $5.44M | 0.7% | -1.0% | 0.082% | |
7/23/2025 | RiverTree Advisors LLC | 2,983 | $322K | 0.2% | -33.9% | 0.005% | |
7/23/2025 | Valmark Advisers Inc. | 3,057 | $330K | 0.0% | -95.6% | 0.005% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 44,950 | $4.85M | 0.4% | -75.2% | 0.073% | |
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 |
7/23/2025 | Arcadia Investment Advisors LLC | 19,587 | $2.11M | 1.1% | -1.0% | 0.032% | |
7/23/2025 | Drake & Associates LLC | 12,155 | $1.31M | 0.3% | -92.8% | 0.020% | |
7/23/2025 | KPP Advisory Services LLC | 9,206 | $993K | 0.2% | -7.4% | 0.015% | |
7/22/2025 | Three Cord True Wealth Management LLC | 8,037 | $866K | 1.6% | -93.4% | 0.013% | |
7/22/2025 | OLD National Bancorp IN | 93,516 | $10.08M | 0.2% | -42.1% | 0.153% | |
7/21/2025 | Whelan Financial | 37,471 | $4.04M | 1.5% | -17.8% | 0.061% | |
7/21/2025 | Ameritas Advisory Services LLC | 99,082 | $10.68M | 0.6% | -38.6% | 0.162% | |
7/21/2025 | Flagship Private Wealth LLC | 117,530 | $12.67M | 6.5% | -1.0% | 0.192% | |
7/21/2025 | DMKC Advisory Services LLC | 7,644 | $845K | 0.4% | N/A | 0.012% | |
7/18/2025 | Dogwood Wealth Management LLC | 3,693 | $400K | 0.2% | -93.9% | 0.006% | |
7/18/2025 | Trust Co. of Vermont | 1,026 | $111K | 0.0% | +338.5% | 0.002% | |
7/18/2025 | Truist Financial Corp | 6,163 | $664K | 0.0% | +58.4% | 0.010% | |
7/17/2025 | Bluesphere Advisors LLC | 77,301 | $8.33M | 4.2% | -1.2% | 0.126% | |
7/17/2025 | Fifth Third Securities Inc. | 12,608 | $1.36M | 0.1% | +2.6% | 0.021% | |
7/17/2025 | Sound Income Strategies LLC | 240 | $26K | 0.0% | +605.9% | 0.000% | |
7/17/2025 | Tritonpoint Wealth LLC | 2,550 | $275K | 0.0% | -7.1% | 0.004% | |
7/17/2025 | Avior Wealth Management LLC | 8,141 | $878K | 0.0% | -4.7% | 0.013% | |
7/16/2025 | Twelve Points Wealth Management LLC | 37,217 | $4.01M | 1.1% | N/A | 0.061% | |
7/16/2025 | Signaturefd LLC | 1,260 | $136K | 0.0% | -11.3% | 0.002% | |
7/16/2025 | Perigon Wealth Management LLC | 37,920 | $4.09M | 0.1% | -1.1% | 0.062% | |
7/15/2025 | Mather Group LLC. | 277,577 | $29.93M | 0.3% | +1.0% | 0.454% | |
7/15/2025 | CHB Investment Group LLC | 18,933 | $2.04M | 1.0% | -1.0% | 0.031% | |
7/15/2025 | Fifth Third Bancorp | 3,593 | $387K | 0.0% | +259.3% | 0.006% | |
7/15/2025 | Hidden Cove Wealth Management LLC | 27,906 | $3.01M | 2.2% | -51.5% | 0.046% | |
7/15/2025 | Christensen King & Associates Investment Services Inc. | 30,276 | $3.26M | 1.5% | +1.1% | 0.049% | |
7/15/2025 | GSB Wealth Management LLC | 4,052 | $437K | 0.1% | -5.3% | 0.007% | |
7/14/2025 | AdvisorNet Financial Inc | 745 | $80K | 0.0% | -32.0% | 0.001% | |
7/14/2025 | Matrix Trust Co | 8,529 | $919K | 0.1% | N/A | 0.014% | |
7/14/2025 | Sowell Financial Services LLC | 4,583 | $494K | 0.0% | +18.7% | 0.007% | |
7/11/2025 | Annex Advisory Services LLC | 1,422,141 | $153.32M | 3.7% | +31.0% | 2.324% | |
7/11/2025 | Silver Oak Securities Incorporated | 48,879 | $5.27M | 0.4% | -52.4% | 0.080% | |
7/11/2025 | LongView Wealth Management | 3,195 | $344K | 0.1% | +14.2% | 0.005% | |
7/10/2025 | Affiance Financial LLC | 2,103 | $227K | 0.0% | -4.6% | 0.003% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 146,056 | $15.96M | 0.0% | -0.8% | 0.239% | |
7/10/2025 | Focus Financial Network Inc. | 2,686 | $290K | 0.0% | -26.6% | 0.004% | |
7/9/2025 | Mirador Capital Partners LP | 6,469 | $697K | 0.1% | -1.9% | 0.011% | |
7/7/2025 | RDA Financial Network | 4,015 | $433K | 0.1% | -85.1% | 0.007% | |
7/2/2025 | HBW Advisory Services LLC | 8,482 | $914K | 0.1% | +13.9% | 0.014% | |
6/2/2025 | Modern Wealth Management LLC | 316,906 | $30.52M | 1.0% | +0.2% | 0.518% | |
5/21/2025 | Geneos Wealth Management Inc. | 6,730 | $648K | 0.0% | +8.9% | 0.011% | |
5/20/2025 | Focus Partners Wealth | 194,118 | $18.69M | 0.0% | -14.0% | 0.312% | |
5/19/2025 | Jane Street Group LLC | 81,626 | $7.86M | 0.0% | N/A | 0.131% | |
5/19/2025 | Legacy Advisory Services LLC | 17,568 | $1.69M | 1.4% | N/A | 0.028% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 49,218 | $4.74M | 0.1% | +1.7% | 0.079% | |
5/16/2025 | Cape Investment Advisory Inc. | 3,674 | $354K | 0.1% | -7.7% | 0.006% | |
5/16/2025 | Jones Financial Companies Lllp | 44,447 | $4.28M | 0.0% | +1.4% | 0.072% | |
5/16/2025 | NewEdge Advisors LLC | 6,582 | $634K | 0.0% | -29.3% | 0.011% | |
5/16/2025 | Integrated Wealth Concepts LLC | 58,521 | $5.64M | 0.1% | +13.2% | 0.094% | |
5/16/2025 | AQR Capital Management LLC | 13,454 | $1.30M | 0.0% | N/A | 0.022% | |
5/16/2025 | Alexis Investment Partners LLC | 82,079 | $7.90M | 3.8% | +2.2% | 0.132% | |
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 |
5/15/2025 | Federation des caisses Desjardins du Quebec | 100,858 | $9.71M | 0.0% | -0.6% | 0.162% | |
5/15/2025 | EP Wealth Advisors LLC | 5,050 | $486K | 0.0% | -6.6% | 0.008% | |
5/15/2025 | Royal Bank of Canada | 282,928 | $27.25M | 0.0% | +0.2% | 0.455% | |
5/15/2025 | MAI Capital Management | 4,181 | $403K | 0.0% | +5.7% | 0.007% | |
5/15/2025 | Connecticut Wealth Management LLC | 34,666 | $3.34M | 0.2% | -51.0% | 0.056% | |
5/15/2025 | Baird Financial Group Inc. | 36,009 | $3.47M | 0.0% | -1.4% | 0.058% | |
5/15/2025 | Okabena Investment Services Inc. | 2,500 | $241K | 0.1% | N/A | 0.004% | |
5/14/2025 | Ieq Capital LLC | 27,333 | $2.63M | 0.0% | +2.1% | 0.044% | |
5/14/2025 | Per Stirling Capital Management LLC. | 3,649 | $351K | 0.1% | -98.1% | 0.006% | |
5/14/2025 | Comerica Bank | 4,128 | $397K | 0.0% | -50.0% | 0.007% | |