6/27/2025 | Goldman Sachs Group Inc. | 30,823 | $7.54M | 0.0% | +10.6% | 0.051% | |
5/28/2025 | Jones Financial Companies Lllp | 723,604 | $176.65M | 0.2% | +3.5% | 1.209% | |
5/23/2025 | SWAN Capital LLC | 24,862 | $6.08M | 2.8% | +27.3% | 0.042% | |
5/23/2025 | Strategic Financial Services Inc. | 2,485 | $608K | 0.0% | +5.2% | 0.004% | |
5/21/2025 | McAdam LLC | 181,127 | $44.31M | 2.7% | -1.9% | 0.303% | |
5/21/2025 | Geneos Wealth Management Inc. | 5,696 | $1.39M | 0.0% | +9.7% | 0.010% | |
5/20/2025 | Tenret Co LLC | 21,155 | $5.18M | 3.1% | +3.5% | 0.035% | |
5/20/2025 | Fortis Capital Advisors LLC | 7,821 | $1.91M | 0.4% | +132.8% | 0.013% | |
5/20/2025 | Belpointe Asset Management LLC | 10,760 | $2.63M | 0.1% | +111.9% | 0.018% | |
5/20/2025 | Focus Partners Wealth | 30,665 | $7.50M | 0.0% | -0.1% | 0.051% | |
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5/20/2025 | Integrity Alliance LLC. | 28,166 | $6.89M | 0.3% | N/A | 0.047% | |
5/20/2025 | Anchor Investment Management LLC | 1,966 | $481K | 0.0% | +4.8% | 0.003% | |
5/20/2025 | Glenview Trust co | 69,103 | $16.91M | 0.3% | +9.1% | 0.115% | |
5/19/2025 | SageView Advisory Group LLC | 17,946 | $4.39M | 0.2% | -3.7% | 0.030% | |
5/19/2025 | Advisory Alpha LLC | 41,439 | $10.14M | 0.3% | -7.7% | 0.069% | |
5/19/2025 | Smith Asset Management Co. LLC | 1,069 | $262K | 0.2% | N/A | 0.002% | |
5/16/2025 | Logan Capital Management Inc. | 138 | $34K | 0.0% | -52.9% | 0.000% | |
5/16/2025 | Ascent Group LLC | 47,897 | $11.72M | 0.5% | +1.8% | 0.080% | |
5/16/2025 | Arete Wealth Advisors LLC | 2,586 | $633K | 0.0% | +19.6% | 0.004% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 6,274 | $1.54M | 0.0% | -21.8% | 0.010% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 16,211 | $3.97M | 0.2% | +0.6% | 0.027% | |
5/16/2025 | Goldman Sachs Group Inc. | 30,823 | $7.54M | 0.0% | +10.6% | 0.052% | |
5/16/2025 | Jones Financial Companies Lllp | 619,788 | $148.99M | 0.1% | -11.4% | 1.036% | |
5/16/2025 | Talon Private Wealth LLC | 8,136 | $1.99M | 0.3% | +21.7% | 0.014% | |
5/16/2025 | NewEdge Advisors LLC | 124,678 | $30.50M | 0.2% | -6.5% | 0.208% | |
5/16/2025 | Integrated Wealth Concepts LLC | 15,842 | $3.88M | 0.0% | +4.2% | 0.026% | |
5/16/2025 | AQR Capital Management LLC | 1,619 | $396K | 0.0% | N/A | 0.003% | |
5/16/2025 | Aprio Wealth Management LLC | 54,327 | $13.29M | 1.7% | +23.2% | 0.091% | |
5/15/2025 | EP Wealth Advisors LLC | 1,061,830 | $259.77M | 2.1% | +13.4% | 1.774% | |
5/15/2025 | First Manhattan CO. LLC. | 3,061 | $749K | 0.0% | +1.7% | 0.005% | |
5/15/2025 | Capital Investment Counsel LLC | 24,998 | $6.12M | 1.0% | N/A | 0.042% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 10,242 | $2.51M | 0.0% | +1.0% | 0.017% | |
5/15/2025 | Ameriflex Group Inc. | 5,613 | $1.37M | 0.6% | +13.2% | 0.009% | |
5/15/2025 | Flputnam Investment Management Co. | 2,126 | $520K | 0.0% | -11.7% | 0.004% | |
5/15/2025 | Royal Bank of Canada | 3,031,495 | $741.62M | 0.2% | +5.5% | 5.066% | |
5/15/2025 | Betterment LLC | 79,768 | $19.51M | 0.0% | +3.9% | 0.133% | |
5/15/2025 | MAI Capital Management | 72,666 | $17.78M | 0.1% | +3.7% | 0.121% | |
5/15/2025 | Calton & Associates Inc. | 961 | $235K | 0.1% | N/A | 0.002% | |
5/15/2025 | Connecticut Wealth Management LLC | 39,452 | $9.65M | 0.5% | -94.9% | 0.066% | |
5/15/2025 | Titleist Asset Management LLC | 16,238 | $3.97M | 0.5% | +2.9% | 0.027% | |
A new rule goes live in July — and the banks are quietly cashing in (Ad) A major change is quietly going into effect this July — and Wall Street is already positioning for it.
Big Banks have found a way to use a new asset as if it were cash.
Not stocks. Not bonds. Not even the U.S. dollar.
They now trust this asset more than the traditional financial system itself. To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how |
5/15/2025 | Baird Financial Group Inc. | 82,042 | $20.07M | 0.0% | +8.0% | 0.137% | |
5/15/2025 | BNP Paribas Financial Markets | 157,364 | $38.50M | 0.0% | -4.2% | 0.263% | |
5/14/2025 | Wealth Preservation Advisors LLC | 2,962 | $725K | 0.5% | N/A | 0.005% | |
5/14/2025 | Transamerica Financial Advisors LLC | 29,568 | $7.23M | 0.7% | +2.8% | 0.049% | |
5/14/2025 | CreativeOne Wealth LLC | 2,641 | $646K | 0.0% | -25.1% | 0.004% | |
5/14/2025 | Redwood Investment Management LLC | 6,894 | $1.69M | 0.2% | +64.9% | 0.012% | |
5/14/2025 | Envision Financial Planning LLC | 6,355 | $1.56M | 0.8% | -5.5% | 0.011% | |
5/14/2025 | PKS Advisory Services LLC | 3,279 | $802K | 0.2% | +4.3% | 0.005% | |
5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 302 | $74K | 0.0% | +20.3% | 0.001% | |
5/14/2025 | Comerica Bank | 40,707 | $9.96M | 0.0% | -2.3% | 0.068% | |
5/14/2025 | Freedom Investment Management Inc. | 3,742 | $915K | 0.1% | +20.7% | 0.006% | |
5/14/2025 | Synovus Financial Corp | 59,468 | $14.55M | 0.2% | -0.7% | 0.099% | |
5/14/2025 | Ally Invest Advisors Inc. | 25,396 | $6.21M | 0.5% | +8.6% | 0.042% | |
5/14/2025 | Smartleaf Asset Management LLC | 4,885 | $1.19M | 0.1% | +5.5% | 0.008% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 639,531 | $156.46M | 0.1% | +12.3% | 1.069% | |
5/14/2025 | Lionshead Wealth Management LLC | 12,798 | $3.13M | 3.3% | -28.8% | 0.021% | |
5/14/2025 | Haverford Trust Co | 1,339 | $328K | 0.0% | +4.1% | 0.002% | |
5/14/2025 | Kestra Advisory Services LLC | 96,380 | $23.58M | 0.1% | +0.7% | 0.161% | |
5/14/2025 | MAS Advisors LLC | 1,321 | $323K | 0.5% | -37.5% | 0.002% | |
5/14/2025 | Compound Planning Inc. | 1,599 | $391K | 0.0% | +17.3% | 0.003% | |
5/14/2025 | 1832 Asset Management L.P. | 152,698 | $37.36M | 0.0% | +4.9% | 0.255% | |
5/14/2025 | Ameriprise Financial Inc. | 320,663 | $78.46M | 0.0% | -6.2% | 0.536% | |
5/14/2025 | Bragg Financial Advisors Inc | 103,003 | $25.20M | 1.0% | +1.7% | 0.172% | |
5/14/2025 | CW Advisors LLC | 9,811 | $2.41M | 0.0% | N/A | 0.016% | |
5/14/2025 | Flow Traders U.S. LLC | 17,135 | $4.19M | 0.2% | N/A | 0.029% | |
5/14/2025 | Aufman Associates Inc | 25,706 | $6.29M | 4.3% | -2.2% | 0.043% | |
5/14/2025 | Joseph P. Lucia & Associates LLC | 10,734 | $2.63M | 1.2% | +1.2% | 0.018% | |
5/14/2025 | TFB Advisors LLC | 19,139 | $4.68M | 1.3% | -4.9% | 0.032% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 1,442 | $353K | 0.0% | -15.7% | 0.002% | |
5/14/2025 | Frisch Financial Group Inc. | 6,296 | $1.54M | 0.4% | -10.8% | 0.011% | |
5/14/2025 | Asset Management Group Inc. | 20,935 | $5.12M | 0.9% | -0.8% | 0.035% | |
5/14/2025 | Vertex Planning Partners LLC | 1,896 | $464K | 0.1% | -5.8% | 0.003% | |
5/14/2025 | Venture Visionary Partners LLC | 8,103 | $1.98M | 0.1% | -68.9% | 0.014% | |
5/14/2025 | Hsbc Holdings PLC | 1,488 | $364K | 0.0% | -7.6% | 0.002% | |
5/14/2025 | Colonial Trust Advisors | 5,308 | $1.30M | 0.1% | -6.0% | 0.009% | |
5/14/2025 | Fairscale Capital LLC | 4,478 | $1.10M | 1.0% | -2.2% | 0.007% | |
5/14/2025 | RWA Wealth Partners LLC | 32,220 | $7.88M | 0.1% | -1.0% | 0.054% | |
5/14/2025 | Wellington Management Group LLP | 165,785 | $40.56M | 0.0% | N/A | 0.277% | |
5/13/2025 | Freestone Capital Holdings LLC | 1,855 | $454K | 0.0% | +69.7% | 0.003% | |
5/13/2025 | LWM Advisors Inc. | 1,184 | $303K | 0.3% | +20.2% | 0.002% | |
5/13/2025 | LeConte Wealth Management LLC | 4,602 | $1.13M | 0.7% | N/A | 0.008% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 47,091 | $11.52M | 0.1% | +1.3% | 0.079% | |
5/13/2025 | Raymond James Financial Inc. | 371,700 | $90.93M | 0.0% | +20.9% | 0.621% | |
5/13/2025 | Elevatus Welath Management | 1,327 | $325K | 0.2% | -2.8% | 0.002% | |
5/13/2025 | Cresset Asset Management LLC | 13,468 | $3.30M | 0.0% | -0.7% | 0.023% | |
5/13/2025 | Redmond Asset Management LLC | 1,050 | $257K | 0.1% | +14.3% | 0.002% | |
5/13/2025 | EverSource Wealth Advisors LLC | 5,643 | $1.38M | 0.1% | -3.1% | 0.009% | |
5/13/2025 | Horizon Investments LLC | 1,751 | $428K | 0.0% | +11.9% | 0.003% | |
5/13/2025 | Trivium Point Advisory LLC | 5,456 | $1.34M | 0.2% | -3.4% | 0.009% | |
5/13/2025 | Inspire Trust Co. N.A. | 25,000 | $6.12M | 1.5% | +7.7% | 0.042% | |
A new rule goes live in July — and the banks are quietly cashing in (Ad) A major change is quietly going into effect this July — and Wall Street is already positioning for it.
Big Banks have found a way to use a new asset as if it were cash.
Not stocks. Not bonds. Not even the U.S. dollar.
They now trust this asset more than the traditional financial system itself. To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how |
5/13/2025 | Kovitz Investment Group Partners LLC | 6,299 | $1.54M | 0.0% | +111.9% | 0.011% | |
5/13/2025 | HRC Wealth Management LLC | 25,372 | $6.21M | 3.9% | +5.5% | 0.042% | |
5/13/2025 | MSH Capital Advisors LLC | 13,203 | $3.23M | 1.0% | -0.5% | 0.022% | |
5/13/2025 | HighTower Advisors LLC | 112,614 | $27.55M | 0.0% | +26.6% | 0.188% | |
5/12/2025 | Mustard Seed Financial LLC | 9,270 | $2.27M | 1.8% | +2.5% | 0.015% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 15,875 | $3.88M | 0.0% | -12.0% | 0.027% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,027 | $499K | 0.0% | -76.4% | 0.003% | |
5/12/2025 | Meridian Wealth Management LLC | 22,600 | $5.53M | 0.3% | +3.0% | 0.038% | |
5/12/2025 | Operose Advisors LLC | 39,309 | $9.62M | 3.2% | +1.5% | 0.066% | |
5/12/2025 | Paulson Wealth Management Inc. | 3,036 | $743K | 0.2% | -18.4% | 0.005% | |