8/29/2025 | Evolution Wealth Management Inc. | 61 | $40K | 0.0% | N/A | 0.000% | |
8/29/2025 | Total Investment Management Inc. | 91 | $60K | 0.0% | N/A | 0.000% | |
8/29/2025 | Centaurus Financial Inc. | 4,134 | $2.74M | 0.2% | +12.9% | 0.003% | |
8/28/2025 | Midwestern Financial LLC IA | 1,232 | $817K | 0.8% | N/A | 0.001% | |
8/28/2025 | China Universal Asset Management Co. Ltd. | 40 | $27K | 0.0% | +110.5% | 0.000% | |
8/27/2025 | Orion Porfolio Solutions LLC | 6,570 | $4.36M | 0.0% | +30.4% | 0.005% | |
8/27/2025 | Squarepoint Ops LLC | 6,090 | $4.04M | 0.0% | -49.3% | 0.004% | |
8/26/2025 | Thrivent Financial for Lutherans | 3,444 | $2.28M | 0.0% | +36.3% | 0.002% | |
8/26/2025 | Claris Financial LLC | 346 | $230K | 0.2% | -8.0% | 0.000% | |
8/25/2025 | Promus Capital LLC | 2,784 | $1.85M | 1.2% | +2,239.5% | 0.002% | |
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8/25/2025 | Silverlake Wealth Management LLC | 970 | $644K | 0.2% | -15.8% | 0.001% | |
8/25/2025 | Hilltop Partners LLC | 576 | $382K | 0.1% | N/A | 0.000% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 12,268 | $8.14M | 0.4% | N/A | 0.009% | |
8/19/2025 | Cape Investment Advisory Inc. | 389 | $258K | 0.1% | -18.6% | 0.000% | |
8/19/2025 | Advisory Services Network LLC | 17,454 | $12.05M | 0.2% | -7.8% | 0.012% | |
8/19/2025 | Anchor Investment Management LLC | 29,382 | $19.49M | 1.7% | +1.9% | 0.021% | |
8/19/2025 | Campbell Capital Management Inc. | 325 | $216K | 0.1% | N/A | 0.000% | |
8/18/2025 | N.E.W. Advisory Services LLC | 6,617 | $4.39M | 0.4% | -14.7% | 0.005% | |
8/18/2025 | Geneos Wealth Management Inc. | 3,801 | $2.52M | 0.1% | +5.3% | 0.003% | |
8/18/2025 | Hollencrest Capital Management | 59,220 | $39.28M | 1.7% | 0.0% | 0.042% | |
8/18/2025 | Westwood Holdings Group Inc. | 578 | $383K | 0.0% | -52.3% | 0.000% | |
8/18/2025 | Hershey Financial Advisers LLC | 2,597 | $1.72M | 1.5% | N/A | 0.002% | |
8/16/2025 | Evergreen Capital Management LLC | 22,385 | $14.85M | 0.4% | +49.8% | 0.016% | |
8/15/2025 | High Falls Advisors Inc | 960 | $637K | 0.1% | +3.2% | 0.001% | |
8/15/2025 | Howland Capital Management LLC | 644 | $427K | 0.0% | +43.1% | 0.000% | |
8/15/2025 | Orcam Financial Group | 735 | $488K | 0.4% | +7.0% | 0.001% | |
8/15/2025 | Semmax Financial Advisors Inc. | 44 | $31K | 0.0% | N/A | 0.000% | |
8/15/2025 | Rakuten Securities Inc. | 767 | $509K | 0.2% | -16.3% | 0.001% | |
8/15/2025 | Corient Private Wealth LLC | 142,112 | $94.27M | 0.1% | +112.2% | 0.100% | |
8/15/2025 | Equitable Holdings Inc. | 317,532 | $210.61M | 1.7% | -1.1% | 0.224% | |
8/15/2025 | Florida Financial Advisors LLC | 1,460 | $968K | 0.3% | +223.0% | 0.001% | |
8/15/2025 | Chapman Financial Group LLC | 294 | $195K | 0.2% | N/A | 0.000% | |
8/15/2025 | Optimist Retirement Group LLC | 307 | $204K | 0.1% | -16.8% | 0.000% | |
8/15/2025 | Stonebridge Capital Advisors LLC | 557 | $369K | 0.0% | N/A | 0.000% | |
8/15/2025 | Captrust Financial Advisors | 24,183 | $16.04M | 0.0% | -19.7% | 0.017% | |
8/15/2025 | WFA of San Diego LLC | 200 | $133K | 0.1% | N/A | 0.000% | |
8/15/2025 | Visionary Wealth Advisors | 1,837 | $1.22M | 0.1% | +1.2% | 0.001% | |
8/15/2025 | Tandem Wealth Advisors LLC | 13,562 | $9.00M | 4.4% | +185.7% | 0.010% | |
8/15/2025 | Tidal Investments LLC | 21,286 | $14.12M | 0.1% | +53.3% | 0.015% | |
8/15/2025 | Snowden Capital Advisors LLC | 19,932 | $13.22M | 0.4% | +7.6% | 0.014% | |
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8/15/2025 | Redwood Financial Network Corp | 2,632 | $1.75M | 1.2% | -7.7% | 0.002% | |
8/15/2025 | Redwood Investment Management LLC | 2,015 | $1.34M | 0.1% | -8.6% | 0.001% | |
8/15/2025 | Orion Porfolio Solutions LLC | 152,433 | $101.11M | 0.7% | +2,925.1% | 0.107% | |
8/15/2025 | MML Investors Services LLC | 85,822 | $56.92M | 0.2% | -1.1% | 0.060% | |
8/15/2025 | Mission Creek Capital Partners Inc. | 1,163 | $771K | 0.2% | -1.7% | 0.001% | |
8/15/2025 | Modern Wealth Management LLC | 1,211 | $803K | 0.0% | -4.9% | 0.001% | |
8/15/2025 | IHT Wealth Management LLC | 9,164 | $6.08M | 0.2% | -5.5% | 0.006% | |
8/15/2025 | Great Valley Advisor Group Inc. | 2,464 | $1.63M | 0.0% | +0.8% | 0.002% | |
8/15/2025 | EP Wealth Advisors LLC | 12,920 | $8.57M | 0.1% | +10.9% | 0.009% | |
8/15/2025 | Curi Capital LLC | 25,822 | $17.13M | 0.3% | +23.4% | 0.018% | |
8/15/2025 | Benjamin Edwards Inc. | 2,704 | $1.79M | 0.0% | +81.8% | 0.002% | |
8/15/2025 | BNP Paribas Financial Markets | 8,845 | $5.87M | 0.0% | -59.1% | 0.006% | |
8/15/2025 | BTG Pactual Asset Management US LLC | 9,324 | $6.18M | 0.7% | +35.6% | 0.007% | |
8/15/2025 | Bank of America Corp DE | 15,400,220 | $10.21B | 0.7% | -1.7% | 10.849% | |
8/15/2025 | Acas LLC | 657 | $465K | 0.3% | +48.3% | 0.000% | |
8/15/2025 | AQR Capital Management LLC | 6,872 | $4.56M | 0.0% | +65.7% | 0.005% | |
8/15/2025 | Ameriprise Financial Inc. | 735,199 | $487.90M | 0.1% | +3.5% | 0.518% | |
8/14/2025 | Connecticut Wealth Management LLC | 591 | $392K | 0.0% | +34.9% | 0.000% | |
8/14/2025 | Welch Capital Partners LLC NY | 27,310 | $18.11M | 4.0% | -2.4% | 0.019% | |
8/14/2025 | Ausdal Financial Partners Inc. | 11,519 | $7.64M | 0.5% | +5.0% | 0.008% | |
8/14/2025 | Vista Investment Management | 12,333 | $8.18M | 3.0% | -0.3% | 0.009% | |
8/14/2025 | Raymond James Financial Inc. | 839,978 | $557.14M | 0.2% | +6.5% | 0.592% | |
8/14/2025 | Karpus Management Inc. | 25,630 | $17M | 0.5% | -0.7% | 0.018% | |
8/14/2025 | Quantinno Capital Management LP | 21,842 | $14.49M | 0.1% | +23.8% | 0.015% | |
8/14/2025 | Diversify Wealth Management LLC | 6,578 | $4.64M | 0.3% | -0.3% | 0.005% | |
8/14/2025 | Diversify Advisory Services LLC | 2,062 | $1.46M | 0.1% | +23.3% | 0.001% | |
8/14/2025 | Quantum Capital Management LLC NJ | 2,617 | $1.74M | 0.2% | N/A | 0.002% | |
8/14/2025 | Peapack Gladstone Financial Corp | 77,371 | $51.32M | 0.7% | +0.9% | 0.055% | |
8/14/2025 | Tennessee Valley Asset Management Partners | 312 | $207K | 0.1% | N/A | 0.000% | |
8/14/2025 | Vivaldi Capital Management LP | 1,371 | $909K | 0.1% | -11.1% | 0.001% | |
8/14/2025 | HUB Investment Partners LLC | 1,631 | $1.08M | 0.0% | +34.0% | 0.001% | |
8/14/2025 | Ieq Capital LLC | 41,475 | $27.51M | 0.2% | -12.9% | 0.029% | |
8/14/2025 | Main Street Financial Solutions LLC | 6,821 | $4.53M | 0.3% | -0.4% | 0.005% | |
8/14/2025 | Glenview Trust co | 438 | $291K | 0.0% | N/A | 0.000% | |
8/14/2025 | The Manufacturers Life Insurance Company | 20,221 | $13.41M | 0.0% | N/A | 0.014% | |
8/14/2025 | FAS Wealth Partners Inc. | 922 | $611K | 0.0% | +4.8% | 0.001% | |
8/14/2025 | Becker Capital Management Inc. | 1,118 | $742K | 0.0% | -41.4% | 0.001% | |
8/14/2025 | Squarepoint Ops LLC | 6,090 | $4.04M | 0.0% | -49.3% | 0.004% | |
8/14/2025 | Faithward Advisors LLC | 574 | $381K | 0.1% | +18.6% | 0.000% | |
8/14/2025 | Frisch Financial Group Inc. | 631 | $419K | 0.1% | +22.3% | 0.000% | |
8/14/2025 | NewEdge Advisors LLC | 24,336 | $16.14M | 0.1% | +31.1% | 0.017% | |
8/14/2025 | Qube Research & Technologies Ltd | 68 | $45K | 0.0% | -98.4% | 0.000% | |
8/14/2025 | Certuity LLC | 4,935 | $3.27M | 0.3% | +12.4% | 0.003% | |
8/14/2025 | DecisionPoint Financial LLC | 172 | $113K | 0.0% | -47.9% | 0.000% | |
8/14/2025 | Sentinus LLC | 1,175 | $780K | 0.2% | +32.2% | 0.001% | |
8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 1,478 | $980K | 0.0% | -9.0% | 0.001% | |
8/14/2025 | Obsidian Personal Planning Solutions LLC | 321 | $213K | 0.1% | N/A | 0.000% | |
8/14/2025 | SVB Wealth LLC | 1,280 | $849K | 0.0% | -21.8% | 0.001% | |
8/14/2025 | Vertex Planning Partners LLC | 485 | $322K | 0.1% | -6.9% | 0.000% | |
8/14/2025 | Baker Avenue Asset Management LP | 2,497 | $1.66M | 0.0% | -2.4% | 0.002% | |
GENIUS Act: Cancel Your Money? (Ad) They said digital dollars were off the table. But with the GENIUS Act now federal law, private corporations—not the government—have been handed control of a new class of programmable money.
It’s not called a CBDC, but it acts just like one. Your spending could be tracked, limited, or even frozen—whether you opt in or not. Once this system becomes the default, escape won’t be easy. Get the free info kit with 3 ways to protect your money before control kicks in. |
8/14/2025 | Cary Street Partners Financial LLC | 4,364 | $2.90M | 0.1% | +4.0% | 0.003% | |
8/14/2025 | Cerity Partners LLC | 257,863 | $171.03M | 0.3% | -0.1% | 0.182% | |
8/13/2025 | ESG Planning DBA Harper Investing | 11,511 | $7.64M | 4.3% | -5.2% | 0.008% | |
8/13/2025 | Per Stirling Capital Management LLC. | 334 | $221K | 0.0% | N/A | 0.000% | |
8/13/2025 | PGIM Custom Harvest LLC | 781,415 | $518.30M | 10.7% | +48.7% | 0.550% | |
8/13/2025 | Idaho Trust Co | 6,541 | $4.34M | 1.6% | +4.1% | 0.005% | |
8/13/2025 | Avestar Capital LLC | 379 | $251K | 0.0% | -85.7% | 0.000% | |
8/13/2025 | StoneX Group Inc. | 4,918 | $3.26M | 0.2% | -5.6% | 0.003% | |
8/13/2025 | Flow Traders U.S. LLC | 16,453 | $10.91M | 0.4% | +388.5% | 0.012% | |
8/13/2025 | Cresset Asset Management LLC | 34,392 | $22.81M | 0.1% | +0.4% | 0.024% | |