8/8/2025 | Omega Financial Group LLC | 100,587 | $3.03M | 1.1% | -0.4% | 0.029% | |
8/8/2025 | Ignite Planners LLC | 42,778 | $1.32M | 0.2% | +5.9% | 0.013% | |
8/8/2025 | Glassman Wealth Services | 2,148 | $65K | 0.0% | -23.1% | 0.001% | |
8/8/2025 | Bailard Inc. | 50,199 | $1.51M | 0.0% | -7.3% | 0.015% | |
8/8/2025 | PNC Financial Services Group Inc. | 18,399 | $555K | 0.0% | -2.4% | 0.005% | |
8/8/2025 | JFG Wealth Management LLC | 40,489 | $1.22M | 0.3% | -14.7% | 0.012% | |
8/7/2025 | Fund Evaluation Group LLC | 918,885 | $27.70M | 1.1% | -1.3% | 0.269% | |
8/7/2025 | Vise Technologies Inc. | 18,092 | $545K | 0.0% | N/A | 0.005% | |
8/7/2025 | Allworth Financial LP | 56,295 | $1.70M | 0.0% | -14.4% | 0.017% | |
8/7/2025 | Arbor Trust Wealth Advisors LLC | 9,259 | $279K | 0.1% | -32.7% | 0.003% | |
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8/7/2025 | Rollins Financial Advisors LLC | 7,306 | $220K | 0.0% | N/A | 0.002% | |
8/7/2025 | HC Advisors LLC | 336,801 | $10.15M | 7.2% | -1.5% | 0.099% | |
8/6/2025 | RWA Wealth Partners LLC | 163,299 | $4.92M | 0.1% | +0.3% | 0.048% | |
8/6/2025 | Disciplined Investors L.L.C. | 34,258 | $1.03M | 0.8% | -1.6% | 0.010% | |
8/6/2025 | Bensler LLC | 12,428 | $375K | 0.0% | -34.4% | 0.004% | |
8/6/2025 | Valued Wealth Advisors LLC | 22,687 | $684K | 0.4% | +40.7% | 0.007% | |
8/6/2025 | AE Wealth Management LLC | 6,395 | $193K | 0.0% | -8.6% | 0.002% | |
8/6/2025 | Summit Wealth & Retirement Planning Inc. | 583,127 | $17.58M | 4.7% | +4.9% | 0.171% | |
8/6/2025 | Rovin Capital UT ADV | 35,804 | $1.08M | 0.3% | -10.1% | 0.010% | |
8/6/2025 | Walkner Condon Financial Advisors LLC | 67,935 | $2.05M | 0.4% | +12.0% | 0.020% | |
8/6/2025 | Savant Capital LLC | 152,783 | $4.61M | 0.0% | -2.5% | 0.045% | |
8/6/2025 | Texas Yale Capital Corp. | 126,424 | $3.81M | 0.1% | -0.6% | 0.037% | |
8/6/2025 | Modera Wealth Management LLC | 44,301 | $1.34M | 0.0% | -1.6% | 0.013% | |
8/6/2025 | Soltis Investment Advisors LLC | 41,232 | $1.24M | 0.1% | -7.2% | 0.012% | |
8/6/2025 | Golden State Wealth Management LLC | 10,447 | $315K | 0.0% | -48.5% | 0.003% | |
8/6/2025 | HORAN Wealth LLC | 15,137 | $456K | 0.1% | N/A | 0.004% | |
8/6/2025 | Fairway Financial LLC | 148,819 | $4.49M | 3.8% | -3.4% | 0.044% | |
8/6/2025 | SouthState Corp | 5,447 | $164K | 0.0% | -19.3% | 0.002% | |
8/6/2025 | Ethos Financial Group LLC | 124,163 | $3.74M | 0.3% | +9.1% | 0.036% | |
8/6/2025 | SNS Financial Group LLC | 98,540 | $2.97M | 0.3% | -4.0% | 0.029% | |
8/5/2025 | Blue Barn Wealth LLC | 15,603 | $470K | 0.2% | -10.3% | 0.005% | |
8/5/2025 | Cassaday & Co Wealth Management LLC | 12,164 | $367K | 0.0% | -22.2% | 0.004% | |
8/5/2025 | Towercrest Capital Management | 521,628 | $15.72M | 2.8% | -2.1% | 0.153% | |
8/5/2025 | Holistic Financial Partners | 79,113 | $2.38M | 1.0% | -57.6% | 0.023% | |
8/5/2025 | WorthPointe LLC | 11,528 | $347K | 0.1% | N/A | 0.003% | |
8/5/2025 | American Capital Advisory LLC | 860 | $26K | 0.0% | -64.8% | 0.000% | |
8/5/2025 | Bank of Montreal Can | 44,285 | $1.34M | 0.0% | +5.3% | 0.013% | |
8/5/2025 | Wakefield Asset Management LLLP | 151,485 | $4.57M | 1.3% | -1.5% | 0.044% | |
8/5/2025 | Mission Wealth Management LP | 180,113 | $5.43M | 0.1% | +420.8% | 0.053% | |
8/5/2025 | Gilbert & Cook Inc. | 11,030 | $332K | 0.0% | -3.1% | 0.003% | |
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8/5/2025 | TIAA Trust National Association | 7,227 | $218K | 0.0% | N/A | 0.002% | |
8/5/2025 | Sebold Capital Management Inc. | 37,169 | $1.12M | 0.7% | -2.1% | 0.011% | |
8/5/2025 | GHP Investment Advisors Inc. | 1,091 | $33K | 0.0% | -54.2% | 0.000% | |
8/5/2025 | Marshall Financial Group Inc. ADV | 79,680 | $2.40M | 0.7% | -0.5% | 0.023% | |
8/4/2025 | Continental Investors Services Inc. | 14,709 | $472K | 0.8% | +9.4% | 0.004% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 40,958 | $1.23M | 0.1% | +6.1% | 0.012% | |
8/4/2025 | Elite Life Management LLC | 8,927 | $269K | 0.7% | N/A | 0.003% | |
8/4/2025 | REDW Wealth LLC | 7,218 | $218K | 0.1% | N/A | 0.002% | |
8/4/2025 | Atria Investments Inc | 247,722 | $7.47M | 0.1% | +11.3% | 0.073% | |
8/4/2025 | Savvy Advisors Inc. | 26,340 | $794K | 0.1% | +26.5% | 0.008% | |
8/4/2025 | Assetmark Inc. | 2,925 | $88K | 0.0% | +105.4% | 0.001% | |
8/4/2025 | HBK Sorce Advisory LLC | 1,352,414 | $40.76M | 1.1% | +19.2% | 0.397% | |
8/4/2025 | Hantz Financial Services Inc. | 341,231 | $10.29M | 0.2% | +0.1% | 0.100% | |
8/4/2025 | World Investment Advisors | 81,296 | $2.45M | 0.1% | +35.0% | 0.024% | |
8/4/2025 | Econ Financial Services Corp | 14,644 | $441K | 0.2% | -3.3% | 0.004% | |
8/1/2025 | James Investment Research Inc. | 25,412 | $766K | 0.1% | +4.3% | 0.007% | |
8/1/2025 | Zhang Financial LLC | 8,482 | $256K | 0.0% | -9.6% | 0.002% | |
8/1/2025 | SYM FINANCIAL Corp | 15,869 | $478K | 0.1% | -4.4% | 0.005% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 34,276 | $1.03M | 0.0% | N/A | 0.010% | |
8/1/2025 | Cobblestone Capital Advisors LLC NY | 98,352 | $2.96M | 0.2% | +2.1% | 0.029% | |
8/1/2025 | Fort Vancouver Investment Management LLC | 31,611 | $953K | 0.7% | -4.1% | 0.009% | |
8/1/2025 | MorganRosel Wealth Management LLC | 317,991 | $9.58M | 2.6% | +0.6% | 0.093% | |
8/1/2025 | Envestnet Asset Management Inc. | 2,276,317 | $68.61M | 0.0% | -0.1% | 0.668% | |
7/31/2025 | Wealthfront Advisers LLC | 15,056 | $454K | 0.0% | -10.8% | 0.004% | |
7/31/2025 | Ballast Advisors LLC | 272,280 | $8.21M | 2.4% | -0.9% | 0.080% | |
7/31/2025 | Schoolcraft Capital LLC | 16,665 | $502K | 0.1% | -4.4% | 0.005% | |
7/31/2025 | Schneider Downs Wealth Management Advisors LP | 79,060 | $2.38M | 0.4% | +21.0% | 0.023% | |
7/31/2025 | Cabot Wealth Management Inc. | 339,787 | $10.24M | 1.2% | +33.2% | 0.100% | |
7/31/2025 | Leavell Investment Management Inc. | 95,212 | $2.87M | 0.1% | -1.7% | 0.028% | |
7/31/2025 | Guardian Financial Partners LLC | 201,254 | $6.07M | 2.7% | +2.4% | 0.059% | |
7/31/2025 | BIP Alliance LLC | 21,202 | $639K | 0.2% | -2.8% | 0.006% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 30,144 | $909K | 0.0% | +7.3% | 0.009% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 2,002 | $60K | 0.0% | -70.6% | 0.001% | |
7/31/2025 | Washington Trust Advisors Inc. | 9,655 | $291K | 0.0% | -6.6% | 0.003% | |
7/31/2025 | Opus Capital Group LLC | 49,907 | $1.50M | 0.2% | -5.5% | 0.015% | |
7/31/2025 | CAP Partners LLC | 52,472 | $1.58M | 1.0% | +64.6% | 0.015% | |
7/31/2025 | FSM Wealth Advisors LLC | 38,241 | $1.15M | 0.2% | +117.8% | 0.011% | |
7/30/2025 | Bleakley Financial Group LLC | 91,342 | $2.75M | 0.1% | N/A | 0.027% | |
7/30/2025 | Strategic Blueprint LLC | 25,413 | $766K | 0.0% | -11.2% | 0.007% | |
7/30/2025 | Freedom Investment Management Inc. | 236,490 | $7.13M | 0.6% | -0.7% | 0.069% | |
7/30/2025 | Brookstone Capital Management | 21,158 | $638K | 0.0% | +2.8% | 0.006% | |
7/30/2025 | Retirement Planning Group LLC | 14,231 | $429K | 0.0% | +4.5% | 0.004% | |
7/30/2025 | Whittier Trust Co. | 54,029 | $1.63M | 0.0% | -7.1% | 0.016% | |
7/30/2025 | Clune & Associates LTD. | 7,191 | $217K | 0.1% | N/A | 0.002% | |
7/30/2025 | BCK Partners Inc. | 99,457 | $3.00M | 1.8% | -2.2% | 0.029% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 7,261 | $219K | 0.0% | -5.7% | 0.002% | |
7/30/2025 | WBH Advisory Inc. | 177,368 | $5.35M | 0.5% | -10.6% | 0.052% | |
7/29/2025 | Lyell Wealth Management LP | 31,315 | $944K | 0.1% | +9.6% | 0.009% | |
7/29/2025 | Alaska Wealth Advisors | 25,512 | $769K | 0.1% | +2.5% | 0.007% | |
7/29/2025 | Balboa Wealth Partners | 24,729 | $745K | 0.1% | +20.0% | 0.007% | |
GENIUS Act: Cancel Your Money? (Ad) A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. Backed by the government but powered by private corporations, this initiative paves the way for digital dollars—programmable, trackable, and outside your control.
Once embedded into apps, banks, and retail systems, opting out may no longer be possible. But there’s still time to protect your financial freedom—if you act before the system goes fully live. Get the free info kit with 3 strategies to sidestep digital dollar control. |
7/29/2025 | Sigma Investment Counselors Inc. | 10,430 | $314K | 0.0% | +33.7% | 0.003% | |
7/29/2025 | Planned Solutions Inc. | 11,760 | $354K | 0.1% | -5.2% | 0.003% | |
7/29/2025 | International Assets Investment Management LLC | 8,835 | $266K | 0.0% | N/A | 0.003% | |
7/29/2025 | Joseph P. Lucia & Associates LLC | 8,734 | $263K | 0.1% | -5.3% | 0.003% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 32,739 | $987K | 0.0% | +1.8% | 0.010% | |
7/29/2025 | Ifrah Financial Services Inc. | 90,362 | $2.72M | 0.7% | -0.8% | 0.026% | |
7/29/2025 | Koshinski Asset Management Inc. | 28,639 | $863K | 0.1% | -6.8% | 0.008% | |
7/29/2025 | Curbstone Financial Management Corp | 86,850 | $2.62M | 0.5% | -2.2% | 0.025% | |
7/29/2025 | Foster & Motley Inc. | 20,608 | $621K | 0.0% | -20.8% | 0.006% | |
7/29/2025 | Stratos Wealth Advisors LLC | 10,010 | $302K | 0.0% | -40.5% | 0.003% | |