8/15/2025 | Captrust Financial Advisors | 250,133 | $11.87M | 0.0% | -48.9% | 0.799% | |
8/15/2025 | Ameriprise Financial Inc. | 853,852 | $40.54M | 0.0% | +12.8% | 2.728% | |
8/14/2025 | NewEdge Advisors LLC | 42,073 | $2.00M | 0.0% | -57.9% | 0.134% | |
8/13/2025 | EverSource Wealth Advisors LLC | 575 | $27K | 0.0% | -38.7% | 0.002% | |
8/13/2025 | Correct Capital Wealth Management | 92,769 | $4.40M | 0.6% | -2.4% | 0.296% | |
8/12/2025 | JPMorgan Chase & Co. | 225,545 | $10.71M | 0.0% | -57.1% | 0.721% | |
8/8/2025 | PNC Financial Services Group Inc. | 1,434 | $68K | 0.0% | +36.7% | 0.005% | |
8/8/2025 | IMA Advisory Services Inc. | 269,294 | $12.79M | 1.4% | +2.4% | 0.860% | |
8/6/2025 | Mascagni Wealth Management Inc. | 95,560 | $4.54M | 3.9% | +5.1% | 0.305% | |
8/6/2025 | First Horizon Advisors Inc. | 3,147 | $149K | 0.0% | -35.7% | 0.010% | |
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8/5/2025 | Tsfg LLC | 1,556 | $74K | 0.0% | -67.0% | 0.005% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 2,322 | $110K | 0.0% | -97.9% | 0.007% | |
8/4/2025 | Arkadios Wealth Advisors | 15,761 | $748K | 0.0% | +12.9% | 0.050% | |
7/31/2025 | Atlatl Advisers LLC | 7,822 | $371K | 0.2% | -34.5% | 0.025% | |
7/31/2025 | Opus Capital Group LLC | 6,141 | $292K | 0.0% | +4.5% | 0.020% | |
7/30/2025 | Strategic Blueprint LLC | 12,500 | $593K | 0.0% | -23.6% | 0.040% | |
7/23/2025 | NBT Bank N A NY | 9,045 | $429K | 0.0% | +5.2% | 0.029% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 7,777 | $369K | 0.0% | -2.7% | 0.025% | |
7/22/2025 | Bay Harbor Wealth Management LLC | 2,358 | $112K | 0.0% | -61.5% | 0.008% | |
7/21/2025 | Ameriflex Group Inc. | 1,795 | $85K | 0.0% | +66.4% | 0.006% | |
7/18/2025 | SOA Wealth Advisors LLC. | 2,940 | $140K | 0.0% | N/A | 0.009% | |
7/17/2025 | Janney Montgomery Scott LLC | 34,131 | $1.62M | 0.0% | -66.6% | 0.109% | |
7/11/2025 | Farther Finance Advisors LLC | 5,307 | $252K | 0.0% | -49.5% | 0.017% | |
5/22/2025 | BOS Asset Management LLC | 5,928 | $279K | 0.1% | +7.5% | 0.017% | |
5/21/2025 | Westbourne Investments Inc. | 17,123 | $806K | 0.5% | +1.5% | 0.050% | |
5/16/2025 | Ascent Group LLC | 55,918 | $2.63M | 0.1% | +193.3% | 0.162% | |
5/16/2025 | Kestra Investment Management LLC | 63,492 | $2.81M | 0.1% | -86.1% | 0.184% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 999 | $47K | 0.0% | N/A | 0.003% | |
5/16/2025 | NewEdge Advisors LLC | 99,933 | $4.71M | 0.0% | +15.0% | 0.290% | |
5/16/2025 | Integrated Wealth Concepts LLC | 34,308 | $1.62M | 0.0% | N/A | 0.099% | |
5/16/2025 | Cook Wealth LLC | 14,791 | $681K | 0.3% | +5.5% | 0.043% | |
5/16/2025 | Copperleaf Capital LLC | 9,065 | $427K | 0.3% | N/A | 0.026% | |
5/15/2025 | Capital Investment Counsel LLC | 291,149 | $13.71M | 2.3% | +16.6% | 0.844% | |
5/15/2025 | Royal Bank of Canada | 23,331 | $1.10M | 0.0% | +27.9% | 0.068% | |
5/15/2025 | Betterment LLC | 222,167 | $10.46M | 0.0% | +23.2% | 0.644% | |
5/14/2025 | Triad Wealth Partners LLC | 68,081 | $3.21M | 1.0% | +9.0% | 0.197% | |
5/14/2025 | CreativeOne Wealth LLC | 54,766 | $2.58M | 0.1% | +1.6% | 0.159% | |
5/14/2025 | PKS Advisory Services LLC | 5,477 | $258K | 0.1% | N/A | 0.016% | |
5/14/2025 | Comerica Bank | 5,593 | $263K | 0.0% | +10.9% | 0.016% | |
5/14/2025 | Synovus Financial Corp | 13,516 | $636K | 0.0% | N/A | 0.039% | |
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5/14/2025 | Northwestern Mutual Wealth Management Co. | 5,737 | $270K | 0.0% | -12.4% | 0.017% | |
5/14/2025 | Sax Wealth Advisors LLC | 157,017 | $7.39M | 0.5% | +17.8% | 0.455% | |
5/14/2025 | Kestra Advisory Services LLC | 49,247 | $2.32M | 0.0% | +4.0% | 0.143% | |
5/14/2025 | Compound Planning Inc. | 192,001 | $9.04M | 0.4% | +14.2% | 0.557% | |
5/14/2025 | Barnes Wealth Management Group Inc | 4,435 | $209K | 0.1% | N/A | 0.013% | |
5/14/2025 | TFB Advisors LLC | 20,333 | $957K | 0.3% | +49.4% | 0.059% | |
5/13/2025 | Raymond James Financial Inc. | 105,987 | $4.99M | 0.0% | +24.2% | 0.307% | |
5/13/2025 | State of New Jersey Common Pension Fund D | 563,120 | $26.52M | 0.1% | -53.6% | 1.632% | |
5/13/2025 | High Falls Advisors Inc | 14,754 | $695K | 0.2% | +4.1% | 0.043% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 71,627 | $3.37M | 0.0% | -0.6% | 0.208% | |
5/13/2025 | Stone House Investment Management LLC | 3,263 | $154K | 0.0% | N/A | 0.009% | |
5/13/2025 | HighTower Advisors LLC | 21,992 | $1.04M | 0.0% | +2.5% | 0.064% | |
5/12/2025 | Meridian Wealth Management LLC | 7,920 | $373K | 0.0% | +22.6% | 0.023% | |
5/12/2025 | Independent Advisor Alliance | 5,446 | $256K | 0.0% | -30.3% | 0.016% | |
5/12/2025 | Renaissancere Holdings Ltd. | 5,057,726 | $238.17M | 38.1% | N/A | 14.660% | |
5/12/2025 | Savvy Advisors Inc. | 59,626 | $2.81M | 0.3% | +118.7% | 0.173% | |
5/9/2025 | Tidemark LLC | 16,481 | $776K | 0.3% | +682.6% | 0.048% | |
5/9/2025 | WealthShield Partners LLC | 8,759 | $412K | 0.1% | +5.6% | 0.025% | |
5/9/2025 | Twin City Private Wealth LLC | 1,122 | $53K | 0.0% | -23.8% | 0.003% | |
5/9/2025 | Wealthspire Advisors LLC | 1,243,992 | $58.58M | 0.3% | +4.7% | 3.606% | |
5/9/2025 | Atria Wealth Solutions Inc. | 40,906 | $1.93M | 0.0% | +0.6% | 0.119% | |
5/9/2025 | ROI Financial Advisors LLC | 10,112 | $476K | 0.3% | +43.1% | 0.029% | |
5/9/2025 | Liberty Wealth Management LLC | 12,001 | $565K | 0.0% | +90.4% | 0.035% | |
5/9/2025 | PNC Financial Services Group Inc. | 1,049 | $49K | 0.0% | +342.6% | 0.003% | |
5/8/2025 | Endeavor Private Wealth Inc. | 4,687 | $221K | 0.1% | +58.1% | 0.014% | |
5/8/2025 | Hoxton Planning & Management LLC | 11,409 | $537K | 0.2% | N/A | 0.033% | |
5/8/2025 | Arkadios Wealth Advisors | 13,962 | $657K | 0.0% | +45.9% | 0.040% | |
5/7/2025 | Foundations Investment Advisors LLC | 144,124 | $6.79M | 0.1% | +40.5% | 0.418% | |
5/7/2025 | Prosperity Consulting Group LLC | 5,098 | $240K | 0.0% | +9.0% | 0.015% | |
5/7/2025 | LPL Financial LLC | 1,128,859 | $53.16M | 0.0% | -20.2% | 3.272% | |
5/7/2025 | Spectrum Wealth Counsel LLC | 5,383 | $253K | 0.0% | +10.7% | 0.016% | |
5/7/2025 | Security Financial Services INC. | 31,916 | $1.50M | 0.3% | -8.2% | 0.093% | |
5/7/2025 | BlueStem Wealth Partners LLC | 4,438 | $209K | 0.0% | N/A | 0.013% | |
5/7/2025 | Keystone Financial Group Inc. | 1,946 | $90K | 0.1% | N/A | 0.006% | |
5/6/2025 | Assetmark Inc. | 605,844 | $28.53M | 0.1% | +2.7% | 1.756% | |
5/6/2025 | ShoreHaven Wealth Partners LLC | 11,708 | $551K | 0.3% | -2.2% | 0.034% | |
5/6/2025 | Cetera Investment Advisers | 437,594 | $20.61M | 0.0% | -1.1% | 1.268% | |
5/6/2025 | Avantax Advisory Services Inc. | 56,366 | $2.65M | 0.0% | +10.9% | 0.163% | |
5/6/2025 | AE Wealth Management LLC | 14,909 | $702K | 0.0% | +122.2% | 0.043% | |
5/6/2025 | Blume Capital Management Inc. | 1,670 | $79K | 0.0% | N/A | 0.005% | |
5/6/2025 | Summit Wealth Partners LLC | 23,184 | $1.09M | 0.2% | -19.6% | 0.067% | |
5/6/2025 | IMA Advisory Services Inc. | 262,984 | $12.38M | 1.5% | -6.1% | 0.762% | |
5/6/2025 | Quadrant Private Wealth Management LLC | 5,483 | $258K | 0.1% | -51.2% | 0.016% | |
5/5/2025 | West Wealth Group LLC | 8,654 | $406K | 0.1% | +10.6% | 0.025% | |
5/5/2025 | Midwest Capital Advisors LLC | 25,626 | $1.21M | 0.7% | +12.8% | 0.074% | |
5/5/2025 | IFP Advisors Inc | 27,552 | $1.30M | 0.0% | +88.6% | 0.080% | |
5/5/2025 | Dahring Cusmano LLC | 179,411 | $8.45M | 7.3% | +7.8% | 0.520% | |
5/5/2025 | Private Advisor Group LLC | 24,856 | $1.17M | 0.0% | +43.4% | 0.072% | |
5/5/2025 | Diversify Advisory Services LLC | 4,798 | $224K | 0.0% | N/A | 0.014% | |
5/5/2025 | Riverchase Wealth Management LLC | 12,125 | $571K | 0.4% | +63.6% | 0.035% | |
Trump’s national nightmare is here (Ad) Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II.
They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes. Watch the National Emergency broadcast here |
5/2/2025 | Armor Investment Advisors LLC | 19,654 | $926K | 0.4% | +2.8% | 0.057% | |
5/2/2025 | Kingsview Wealth Management LLC | 14,479 | $682K | 0.0% | +9.2% | 0.042% | |
5/2/2025 | Dynasty Wealth Management LLC | 66,304 | $3.12M | 0.0% | +15.2% | 0.192% | |
5/2/2025 | Shared Vision Wealth Group LLC | 9,975 | $470K | 0.3% | +11.6% | 0.029% | |
5/2/2025 | Summit X LLC | 56,364 | $2.65M | 0.6% | -17.2% | 0.163% | |
5/2/2025 | Pettinga Financial Advisors LLC | 6,009 | $283K | 0.1% | N/A | 0.017% | |
5/2/2025 | PAX Financial Group LLC | 6,054 | $285K | 0.1% | -22.9% | 0.018% | |
5/2/2025 | Apollon Wealth Management LLC | 32,681 | $1.54M | 0.0% | +5.0% | 0.095% | |
5/2/2025 | Sigma Planning Corp | 4,457 | $210K | 0.0% | N/A | 0.013% | |
5/1/2025 | CWM LLC | 502,686 | $23.67M | 0.1% | +53.9% | 1.457% | |