8/8/2025 | Avantax Advisory Services Inc. | 17,542 | $1.97M | 0.0% | -10.5% | 0.362% | |
8/8/2025 | SBI Securities Co. Ltd. | 952 | $107K | 0.0% | +19.7% | 0.020% | |
8/7/2025 | Cascade Financial Partners LLC | 3,000 | $337K | 0.0% | N/A | 0.062% | |
8/7/2025 | Midwest Trust Co | 6,250 | $702K | 0.0% | N/A | 0.129% | |
8/7/2025 | HC Advisors LLC | 27,989 | $3.14M | 2.2% | -3.7% | 0.577% | |
8/7/2025 | Parkside Financial Bank & Trust | 462 | $52K | 0.0% | N/A | 0.010% | |
8/6/2025 | AE Wealth Management LLC | 77,629 | $8.72M | 0.1% | +8.0% | 1.601% | |
8/6/2025 | Moors & Cabot Inc. | 1,869 | $210K | 0.0% | N/A | 0.039% | |
8/5/2025 | Bank of Montreal Can | 542 | $61K | 0.0% | -60.4% | 0.011% | |
8/4/2025 | Arkadios Wealth Advisors | 1,914 | $215K | 0.0% | N/A | 0.039% | |
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8/4/2025 | World Investment Advisors | 15,989 | $1.80M | 0.0% | +40.3% | 0.330% | |
8/1/2025 | Corrado Advisors LLC | 35,723 | $4.01M | 2.5% | +7.2% | 0.737% | |
8/1/2025 | Transcend Capital Advisors LLC | 2,489 | $280K | 0.0% | +4.1% | 0.051% | |
8/1/2025 | Envestnet Asset Management Inc. | 9,555 | $1.07M | 0.0% | +4.0% | 0.197% | |
7/31/2025 | Money Design Co. Ltd. | 92,136 | $10.35M | 0.5% | -3.0% | 1.900% | |
7/30/2025 | WBH Advisory Inc. | 4,254 | $478K | 0.0% | +70.3% | 0.088% | |
7/25/2025 | Sequoia Financial Advisors LLC | 2,403 | $270K | 0.0% | N/A | 0.050% | |
7/23/2025 | Independent Solutions Wealth Management LLC | 2,490 | $280K | 0.1% | +4.7% | 0.051% | |
7/23/2025 | Slow Capital Inc. | 20,722 | $2.33M | 0.3% | -1.7% | 0.427% | |
7/21/2025 | NTV Asset Management LLC | 1,900 | $213K | 0.0% | N/A | 0.039% | |
7/17/2025 | Janney Montgomery Scott LLC | 7,389 | $830K | 0.0% | +4.3% | 0.152% | |
7/17/2025 | Tiller Private Wealth Inc. | 2,825 | $318K | 0.1% | +10.6% | 0.058% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 11,285 | $1.27M | 0.0% | +1.8% | 0.233% | |
7/10/2025 | Rockland Trust Co. | 38,781 | $4.36M | 0.2% | -3.3% | 0.800% | |
7/8/2025 | Parallel Advisors LLC | 1,270 | $143K | 0.0% | +104.8% | 0.026% | |
5/19/2025 | Jane Street Group LLC | 30,256 | $2.94M | 0.0% | +56.7% | 0.852% | |
5/16/2025 | Jones Financial Companies Lllp | 1,454 | $141K | 0.0% | -32.7% | 0.041% | |
5/16/2025 | NewEdge Advisors LLC | 4,222 | $410K | 0.0% | +4.6% | 0.119% | |
5/16/2025 | Integrated Wealth Concepts LLC | 15,157 | $1.47M | 0.0% | +4.5% | 0.427% | |
5/15/2025 | Royal Bank of Canada | 4,058 | $394K | 0.0% | -7.0% | 0.114% | |
5/14/2025 | Per Stirling Capital Management LLC. | 14,810 | $1.44M | 0.2% | +7.8% | 0.417% | |
5/14/2025 | Flow Traders U.S. LLC | 27,807 | $2.70M | 0.1% | N/A | 0.783% | |
5/14/2025 | PGIM Custom Harvest LLC | 318,625 | $30.91M | 0.7% | +43.5% | 8.975% | |
5/14/2025 | HC Advisors LLC | 29,069 | $2.82M | 2.1% | -7.7% | 0.819% | |
5/12/2025 | Independent Advisor Alliance | 2,772 | $269K | 0.0% | N/A | 0.078% | |
5/12/2025 | WBH Advisory Inc. | 2,498 | $242K | 0.0% | N/A | 0.070% | |
5/9/2025 | Atria Wealth Solutions Inc. | 2,359 | $229K | 0.0% | +6.4% | 0.066% | |
5/9/2025 | Tiller Private Wealth Inc. | 2,555 | $248K | 0.1% | N/A | 0.072% | |
5/7/2025 | LPL Financial LLC | 57,597 | $5.59M | 0.0% | +2.6% | 1.622% | |
5/6/2025 | Avantax Advisory Services Inc. | 19,602 | $1.90M | 0.0% | -1.4% | 0.552% | |
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 |
5/6/2025 | Journey Strategic Wealth LLC | 20,464 | $1.99M | 0.1% | -16.1% | 0.576% | |
5/6/2025 | AE Wealth Management LLC | 71,862 | $6.97M | 0.1% | +2.7% | 2.024% | |
5/2/2025 | Slow Capital Inc. | 21,090 | $2.05M | 0.3% | -16.4% | 0.594% | |
5/1/2025 | Corrado Advisors LLC | 33,325 | $3.23M | 2.2% | -1.5% | 0.939% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 11,084 | $1.08M | 0.0% | -15.2% | 0.312% | |
4/29/2025 | Envestnet Asset Management Inc. | 9,191 | $892K | 0.0% | +4.0% | 0.259% | |
4/29/2025 | World Investment Advisors | 11,398 | $1.11M | 0.0% | N/A | 0.321% | |
4/28/2025 | Money Design Co. Ltd. | 94,986 | $9.22M | 0.5% | +5.7% | 2.676% | |
4/24/2025 | Sunbelt Securities Inc. | 2,008 | $195K | 0.0% | -18.1% | 0.057% | |
4/24/2025 | Transcend Capital Advisors LLC | 2,392 | $232K | 0.0% | N/A | 0.067% | |
4/23/2025 | Bessemer Group Inc. | 5,142 | $499K | 0.0% | -12.0% | 0.145% | |
4/17/2025 | Janney Montgomery Scott LLC | 7,084 | $687K | 0.0% | -17.5% | 0.200% | |
4/16/2025 | Rockland Trust Co. | 40,123 | $3.89M | 0.2% | -3.1% | 1.130% | |
4/9/2025 | NBC Securities Inc. | 328 | $31K | 0.0% | N/A | 0.009% | |
2/18/2025 | Sunbelt Securities Inc. | 2,451 | $238K | 0.0% | -5.4% | 0.074% | |
2/17/2025 | Quantinno Capital Management LP | 35,423 | $3.42M | 0.0% | +44.8% | 1.073% | |
2/17/2025 | Cresset Asset Management LLC | 17,116 | $1.66M | 0.0% | +9.5% | 0.519% | |
2/17/2025 | Bank of America Corp DE | 47,979 | $4.64M | 0.0% | +9.1% | 1.454% | |
2/14/2025 | Jane Street Group LLC | 19,313 | $1.87M | 0.0% | -57.3% | 0.585% | |
2/13/2025 | NewEdge Advisors LLC | 4,038 | $390K | 0.0% | +42.7% | 0.122% | |
2/13/2025 | Bessemer Group Inc. | 5,842 | $565K | 0.0% | +13.6% | 0.177% | |
2/13/2025 | Raymond James Financial Inc. | 12,806 | $1.24M | 0.0% | N/A | 0.388% | |
2/13/2025 | Advisory Services Network LLC | 3,258 | $315K | 0.0% | +7.5% | 0.099% | |
2/13/2025 | Cerity Partners LLC | 17,210 | $1.66M | 0.0% | -25.7% | 0.522% | |
2/13/2025 | Envestnet Asset Management Inc. | 8,836 | $854K | 0.0% | +2.6% | 0.268% | |
2/13/2025 | Wells Fargo & Company MN | 66,649 | $6.44M | 0.0% | +15.0% | 2.020% | |
2/12/2025 | Pictet Asset Management Holding SA | 45,000 | $4.35M | 0.0% | -29.7% | 1.364% | |
2/12/2025 | JPMorgan Chase & Co. | 12,120 | $1.17M | 0.0% | +8.4% | 0.367% | |
2/11/2025 | LPL Financial LLC | 56,143 | $5.43M | 0.0% | +1.2% | 1.701% | |
2/11/2025 | Independent Solutions Wealth Management LLC | 2,420 | $234K | 0.1% | N/A | 0.073% | |
2/10/2025 | Thrivent Financial for Lutherans | 13,498 | $1.31M | 0.0% | -13.2% | 0.409% | |
2/10/2025 | Corient Private Wealth LLC | 35,407 | $3.42M | 0.0% | -23.2% | 1.073% | |
2/10/2025 | Family Firm Inc. | 5,732 | $554K | 0.1% | -7.4% | 0.174% | |
2/10/2025 | Commonwealth Equity Services LLC | 2,761 | $267K | 0.0% | -12.0% | 0.084% | |
2/7/2025 | HighTower Advisors LLC | 2,564 | $248K | 0.0% | -9.0% | 0.078% | |
2/7/2025 | Destination Wealth Management | 84,258 | $8.15M | 0.3% | -2.1% | 2.553% | |
2/6/2025 | Raymond James Financial Inc. | 12,806 | $1.24M | 0.0% | N/A | 0.388% | |
2/6/2025 | SBI Securities Co. Ltd. | 779 | $75K | 0.0% | N/A | 0.024% | |
2/6/2025 | Jones Financial Companies Lllp | 2,161 | $209K | 0.0% | +78.9% | 0.065% | |
2/5/2025 | Corrado Advisors LLC | 33,849 | $3.27M | 2.1% | +1.6% | 1.026% | |
2/4/2025 | Bradley & Co. Private Wealth Management LLC | 350 | $34K | 0.0% | N/A | 0.011% | |
1/29/2025 | Gladstone Institutional Advisory LLC | 4,863 | $470K | 0.0% | +4.8% | 0.147% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 13,069 | $1.26M | 0.0% | N/A | 0.396% | |
1/24/2025 | Journey Strategic Wealth LLC | 24,377 | $2.36M | 0.1% | -1.7% | 0.739% | |
1/23/2025 | Money Design Co. Ltd. | 89,847 | $8.74M | 0.4% | +5.5% | 2.723% | |
1/22/2025 | Slow Capital Inc. | 25,222 | $2.44M | 0.3% | -1.8% | 0.764% | |
1/21/2025 | Grimes & Company Inc. | 4,961 | $480K | 0.0% | N/A | 0.150% | |
1/17/2025 | Janney Montgomery Scott LLC | 8,584 | $830K | 0.0% | +4.5% | 0.260% | |
12/26/2024 | JPMorgan Chase & Co. | 11,183 | $1.05M | 0.0% | +4.1% | 0.339% | |
11/25/2024 | Destination Wealth Management | 86,075 | $8.10M | 0.3% | -1.2% | 2.608% | |
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 |
11/15/2024 | MML Investors Services LLC | 8,395 | $790K | 0.0% | +4.2% | 0.254% | |
11/15/2024 | National Bank of Canada FI | 1,569 | $148K | 0.0% | -6.9% | 0.048% | |
11/15/2024 | Jane Street Group LLC | 45,224 | $4.26M | 0.0% | -62.5% | 1.370% | |
11/15/2024 | Quantinno Capital Management LP | 24,456 | $2.30M | 0.0% | +16.5% | 0.741% | |
11/15/2024 | Integrated Wealth Concepts LLC | 14,426 | $1.36M | 0.0% | +15.8% | 0.437% | |
11/15/2024 | HighTower Advisors LLC | 2,819 | $267K | 0.0% | N/A | 0.085% | |
11/13/2024 | Independent Advisor Alliance | 3,392 | $319K | 0.0% | +5.2% | 0.103% | |
11/12/2024 | Cerity Partners LLC | 23,164 | $2.18M | 0.0% | -3.9% | 0.702% | |
11/8/2024 | EverSource Wealth Advisors LLC | 29,130 | $2.74M | 0.2% | -8.2% | 0.883% | |
11/7/2024 | Thrivent Financial for Lutherans | 15,556 | $1.46M | 0.0% | -3.9% | 0.471% | |