5/17/2024 | Comerica Bank | 7,203 | $203K | 0.0% | +12.7% | 0.125% | |
5/7/2024 | Concurrent Investment Advisors LLC | 90,184 | $2.54M | 0.1% | +38.9% | 1.582% | |
5/4/2024 | Csenge Advisory Group | 35,442 | $998K | 0.1% | +165.4% | 0.596% | |
5/1/2024 | Janney Montgomery Scott LLC | 127,124 | $3.58M | 0.0% | +1.9% | 2.137% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 7,873 | $222K | 0.0% | +38.8% | 0.132% | |
4/30/2024 | Private Advisor Group LLC | 40,936 | $1.15M | 0.0% | N/A | 0.688% | |
|
4/29/2024 | Commonwealth Equity Services LLC | 73,625 | $2.07M | 0.0% | +1.5% | 1.237% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 4,259 | $120K | 0.0% | N/A | 0.072% | |
4/26/2024 | Cottonwood Capital Advisors LLC | 35,096 | $970K | 0.8% | -1.4% | 0.590% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 88,080 | $2.48M | 0.0% | +5.7% | 1.519% | |
4/24/2024 | Spire Wealth Management | 6,795 | $191K | 0.0% | N/A | 0.117% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 83,488 | $2.35M | 0.0% | +27.9% | 1.439% | |
4/18/2024 | Synergy Asset Management LLC | 15,857 | $447K | 0.1% | -8.5% | 0.273% | |
4/16/2024 | Bridge Advisory LLC | 80,397 | $2.27M | 1.1% | N/A | 1.386% | |
4/10/2024 | EWG Elevate Inc. | 54,782 | $1.54M | 0.6% | +6.1% | 0.961% | |
2/12/2024 | Pine Valley Investments Ltd Liability Co | 47,502 | $1.38M | 0.1% | -3.5% | 0.880% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 83,295 | $2.43M | 0.0% | -11.8% | 1.543% | |
2/9/2024 | D.A. Davidson & CO. | 19,134 | $557K | 0.0% | +4.7% | 0.354% | |
2/9/2024 | Wells Fargo & Company MN | 497,149 | $14.48M | 0.0% | +6.3% | 9.206% | |
2/8/2024 | Janney Montgomery Scott LLC | 124,775 | $3.64M | 0.0% | -1.4% | 2.311% | |
2/7/2024 | Principal Securities Inc. | 1,128 | $33K | 0.0% | N/A | 0.021% | |
2/2/2024 | Truist Financial Corp | 355,773 | $10.36M | 0.0% | +38.3% | 6.713% | |
2/1/2024 | CWM LLC | 97,745 | $2.85M | 0.0% | -24.9% | 1.844% | |
1/31/2024 | Euro Pacific Asset Management LLC | 107,955 | $3.21M | 0.7% | -5.2% | 2.037% | |
1/30/2024 | Capital Analysts LLC | 2,681 | $78K | 0.0% | -22.8% | 0.051% | |
1/26/2024 | Sterling Manor Financial LLC | 387,383 | $11.28M | 9.6% | -1.1% | 7.450% | |
1/24/2024 | Walkner Condon Financial Advisors LLC | 39,420 | $1.14M | 0.3% | -41.0% | 0.758% | |
1/22/2024 | Clarus Wealth Advisors | 21,307 | $610K | 0.4% | N/A | 0.414% | |
1/19/2024 | Synergy Asset Management LLC | 17,336 | $505K | 0.1% | +38.0% | 0.337% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 65,296 | $1.90M | 0.0% | -4.8% | 1.280% | |
1/16/2024 | Raymond James & Associates | 39,650 | $1.16M | 0.0% | -3.6% | 0.777% | |
1/9/2024 | EWG Elevate Inc. | 51,643 | $1.50M | 0.6% | +7.4% | 1.013% | |
11/16/2023 | Harbour Investments Inc. | 62,123 | $1.68M | 0.1% | +2.1% | 1.281% | |
11/13/2023 | Envestnet Asset Management Inc. | 254,290 | $6.88M | 0.0% | +19.9% | 5.243% | |
11/8/2023 | Pine Valley Investments Ltd Liability Co | 49,224 | $1.33M | 0.1% | -3.0% | 1.015% | |
11/8/2023 | D.A. Davidson & CO. | 18,279 | $494K | 0.0% | +2.6% | 0.377% | |
11/8/2023 | Janney Montgomery Scott LLC | 126,594 | $3.42M | 0.0% | -0.4% | 2.610% | |
11/6/2023 | Euro Pacific Asset Management LLC | 113,919 | $3.12M | 0.7% | +6.2% | 2.349% | |
11/6/2023 | Cottonwood Capital Advisors LLC | 38,890 | $1.05M | 1.0% | -9.4% | 0.802% | |
11/3/2023 | MGO One Seven LLC | 20,161 | $545K | 0.0% | N/A | 0.416% | |
A letter is coming from the "Bureau of the Fiscal Service". (Ad) Is your bank next?
A powerful new trend is spreading like wildfire inside the US financial system. At least 41 banks are already involved. But the Federal Reserve predicts that number will grow fast. See if your bank is involved right here. |
10/31/2023 | Sterling Manor Financial LLC | 391,555 | $10.59M | 9.6% | +37.3% | 8.073% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 68,574 | $1.86M | 0.0% | +503.8% | 1.414% | |
10/24/2023 | Raymond James & Associates | 41,115 | $1.11M | 0.0% | +256.0% | 0.848% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 94,433 | $2.55M | 0.0% | -0.9% | 1.947% | |
10/20/2023 | Walkner Condon Financial Advisors LLC | 66,852 | $1.81M | 0.5% | +0.9% | 1.378% | |
10/11/2023 | CWM LLC | 130,181 | $3.52M | 0.0% | -15.2% | 2.684% | |
10/10/2023 | EWG Elevate Inc. | 48,080 | $1.30M | 0.6% | +3.6% | 0.991% | |
8/11/2023 | D.A. Davidson & CO. | 17,809 | $511K | 0.0% | +30.8% | 0.342% | |
8/9/2023 | Flow Traders U.S. LLC | 11,561 | $332K | 0.0% | -26.1% | 0.222% | |
8/4/2023 | Envestnet Asset Management Inc. | 212,029 | $6.08M | 0.0% | -4.9% | 4.077% | |
8/4/2023 | Cottonwood Capital Advisors LLC | 42,939 | $1.23M | 1.1% | +2.5% | 0.826% | |
8/3/2023 | AlphaStar Capital Management LLC | 32,255 | $925K | 0.1% | N/A | 0.620% | |
8/3/2023 | CWM LLC | 153,487 | $4.40M | 0.0% | -15.8% | 2.952% | |
8/1/2023 | Truist Financial Corp | 205,316 | $5.89M | 0.0% | -3.0% | 3.948% | |
7/31/2023 | LPL Financial LLC | 172,499 | $4.95M | 0.0% | +6.6% | 3.317% | |
7/26/2023 | Janney Montgomery Scott LLC | 127,161 | $3.65M | 0.0% | -1.6% | 2.445% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 11,357 | $326K | 0.0% | -68.5% | 0.218% | |
7/25/2023 | Raymond James & Associates | 11,549 | $331K | 0.0% | -20.9% | 0.222% | |
7/21/2023 | Walkner Condon Financial Advisors LLC | 66,228 | $1.90M | 0.5% | +13.5% | 1.274% | |
7/21/2023 | Sterling Manor Financial LLC | 285,083 | $8.18M | 6.9% | +26.2% | 5.482% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 95,317 | $2.73M | 0.0% | N/A | 1.887% | |
7/12/2023 | EWG Elevate Inc. | 46,406 | $1.33M | 0.6% | +8.6% | 0.919% | |
7/11/2023 | Worth Asset Management LLC | 2,615 | $75K | 0.1% | N/A | 0.052% | |
7/10/2023 | Clarus Wealth Advisors | 21,486 | $609K | 0.4% | -3.0% | 0.425% | |
5/17/2023 | Wagner Wealth Management LLC | 15,416 | $427K | 0.2% | +2.5% | 0.335% | |
5/10/2023 | Private Advisor Group LLC | 76,064 | $2.11M | 0.0% | N/A | 1.654% | |
5/10/2023 | LPL Financial LLC | 161,774 | $4.48M | 0.0% | +6.7% | 3.517% | |
5/9/2023 | Tower Research Capital LLC TRC | 3,236 | $90K | 0.0% | -28.9% | 0.070% | |
5/5/2023 | Truist Financial Corp | 211,729 | $5.87M | 0.0% | +32.1% | 4.603% | |
5/5/2023 | Capital Analysts LLC | 3,947 | $109K | 0.0% | -43.3% | 0.086% | |
5/1/2023 | CWM LLC | 182,303 | $5.05M | 0.0% | +1,402,230.8% | 3.963% | |
4/28/2023 | Ameritas Advisory Services LLC | 8,221 | $228K | 0.0% | -10.9% | 0.175% | |
4/28/2023 | Janney Montgomery Scott LLC | 129,270 | $3.58M | 0.0% | +53.2% | 2.750% | |
4/27/2023 | Stratos Wealth Partners LTD. | 19,917 | $552K | 0.0% | -13.3% | 0.424% | |
4/25/2023 | Geneos Wealth Management Inc. | 11,457 | $317K | 0.0% | +3.3% | 0.244% | |
4/25/2023 | D.A. Davidson & CO. | 13,619 | $377K | 0.0% | N/A | 0.275% | |
4/21/2023 | Walkner Condon Financial Advisors LLC | 58,341 | $1.62M | 0.5% | -1.3% | 1.179% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 36,109 | $1M | 0.0% | +25.5% | 0.701% | |
4/14/2023 | Raymond James & Associates | 14,596 | $404K | 0.0% | N/A | 0.283% | |
4/10/2023 | Clarus Wealth Advisors | 22,146 | $614K | 0.4% | N/A | 0.430% | |
4/6/2023 | Sterling Manor Financial LLC | 225,858 | $6.26M | 6.1% | N/A | 4.386% | |
3/6/2023 | OLD Mission Capital LLC | 18,454 | $484K | 0.0% | N/A | 0.415% | |
2/14/2023 | Euro Pacific Asset Management LLC | 68,015 | $1.85M | 0.4% | +32.8% | 1.528% | |
2/10/2023 | First Horizon Advisors Inc. | 1,495 | $39K | 0.0% | +510.2% | 0.034% | |
2/10/2023 | Ameritas Advisory Services LLC | 9,226 | $242K | 0.0% | +10.7% | 0.207% | |
2/9/2023 | Tocqueville Asset Management L.P. | 60,312 | $1.58M | 0.0% | N/A | 1.355% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 28,770 | $755K | 0.0% | -20.4% | 0.647% | |
2/8/2023 | Capital Analysts LLC | 6,956 | $183K | 0.0% | -10.6% | 0.156% | |
2/7/2023 | IFP Advisors Inc | 1,517 | $59K | 0.0% | -42.5% | 0.034% | |
2/7/2023 | Envestnet Asset Management Inc. | 165,159 | $4.34M | 0.0% | -2.1% | 3.711% | |
A letter is coming from the "Bureau of the Fiscal Service". (Ad) Is your bank next?
A powerful new trend is spreading like wildfire inside the US financial system. At least 41 banks are already involved. But the Federal Reserve predicts that number will grow fast. See if your bank is involved right here. |
2/3/2023 | Capital Investment Advisory Services LLC | 1,417 | $37K | 0.0% | -26.1% | 0.032% | |
2/1/2023 | Janney Montgomery Scott LLC | 84,380 | $2.22M | 0.0% | -34.5% | 1.918% | |
1/26/2023 | Walkner Condon Financial Advisors LLC | 59,084 | $1.55M | 0.5% | +5.5% | 1.343% | |
1/18/2023 | Private Advisor Group LLC | 76,173 | $2M | 0.0% | -29.0% | 1.792% | |
1/11/2023 | EWG Elevate Inc. | 42,693 | $1.12M | 0.6% | +6.2% | 0.928% | |
11/15/2022 | Euro Pacific Asset Management LLC | 51,206 | $1.33M | 0.3% | +26.7% | 1.078% | |
11/15/2022 | Flow Traders U.S. LLC | 39,049 | $957K | 0.1% | -23.6% | 0.822% | |
11/10/2022 | Envestnet Asset Management Inc. | 168,630 | $4.13M | 0.0% | +27.2% | 3.550% | |
11/1/2022 | Cottonwood Capital Advisors LLC | 42,402 | $1.04M | 1.0% | -2.8% | 0.893% | |
10/28/2022 | Walkner Condon Financial Advisors LLC | 56,006 | $1.37M | 0.4% | +2.8% | 1.179% | |