4/16/2025 | Southland Equity Partners LLC | 40,580 | $1.97M | 0.5% | -6.4% | 0.738% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 6,661 | $323K | 0.0% | -3.1% | 0.121% | |
4/16/2025 | Twin Peaks Wealth Advisors LLC | 15,002 | $717K | 0.3% | -25.1% | 0.273% | |
4/14/2025 | Miracle Mile Advisors LLC | 1,999,125 | $97.04M | 1.9% | +4.7% | 36.348% | |
4/11/2025 | SeaCrest Wealth Management LLC | 4,546 | $221K | 0.0% | N/A | 0.083% | |
4/11/2025 | Magnus Financial Group LLC | 31,892 | $1.55M | 0.1% | +1.9% | 0.580% | |
4/10/2025 | Channel Wealth LLC | 29,697 | $1.44M | 0.4% | -22.5% | 0.540% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 6,877 | $340K | 0.0% | +4.1% | 0.125% | |
3/12/2025 | Centaurus Financial Inc. | 12,665 | $625K | 0.0% | N/A | 0.230% | |
2/24/2025 | Ameriflex Group Inc. | 1,543 | $76K | 0.0% | N/A | 0.028% | |
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2/18/2025 | GTS Securities LLC | 14,306 | $706K | 0.0% | +232.9% | 0.260% | |
2/17/2025 | Citizens Business Bank | 128,886 | $6.36M | 1.2% | +35.8% | 2.343% | |
2/17/2025 | Cetera Investment Advisers | 52,388 | $2.59M | 0.0% | +13.0% | 0.953% | |
2/14/2025 | Jane Street Group LLC | 41,685 | $2.06M | 0.0% | +48.5% | 0.758% | |
2/14/2025 | MGO One Seven LLC | 13,600 | $671K | 0.0% | +67.9% | 0.247% | |
2/13/2025 | Guggenheim Capital LLC | 57,315 | $2.83M | 0.0% | +248.7% | 1.042% | |
2/13/2025 | Mariner LLC | 47,146 | $2.33M | 0.0% | +11.7% | 0.857% | |
2/13/2025 | Entruity Wealth LLC | 21,587 | $1.07M | 1.1% | N/A | 0.392% | |
2/13/2025 | Townsquare Capital LLC | 9,067 | $448K | 0.0% | +12.0% | 0.165% | |
2/13/2025 | Rockefeller Capital Management L.P. | 28,000 | $1.38M | 0.0% | +40.0% | 0.509% | |
2/13/2025 | Envestnet Asset Management Inc. | 5,914 | $292K | 0.0% | -67.8% | 0.108% | |
2/12/2025 | OLD Mission Capital LLC | 41,897 | $2.07M | 0.0% | N/A | 0.762% | |
2/11/2025 | LPL Financial LLC | 760,481 | $37.55M | 0.0% | +1.1% | 13.827% | |
2/10/2025 | Commonwealth Equity Services LLC | 19,584 | $967K | 0.0% | +8.9% | 0.356% | |
2/10/2025 | Avantax Advisory Services Inc. | 6,477 | $320K | 0.0% | +3.7% | 0.118% | |
2/10/2025 | Farther Finance Advisors LLC | 6,000 | $296K | 0.0% | N/A | 0.109% | |
2/7/2025 | HighTower Advisors LLC | 20,773 | $1.03M | 0.0% | +32.4% | 0.378% | |
2/7/2025 | Guild Investment Management Inc. | 6,000 | $296K | 0.3% | N/A | 0.109% | |
2/7/2025 | New Insight Wealth Advisors | 27,102 | $1.34M | 0.7% | +6.8% | 0.493% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 5,368 | $265K | 0.0% | +5.3% | 0.098% | |
2/4/2025 | Twin Peaks Wealth Advisors LLC | 20,040 | $989K | 0.4% | +46.9% | 0.364% | |
2/4/2025 | Integral Investment Advisors Inc. | 25,547 | $1.26M | 0.4% | -3.2% | 0.464% | |
2/3/2025 | Private Advisor Group LLC | 5,106 | $252K | 0.0% | +22.2% | 0.093% | |
1/30/2025 | Allworth Financial LP | 1,380 | $68K | 0.0% | -47.4% | 0.025% | |
1/24/2025 | Catalina Capital Group LLC | 23,530 | $1.16M | 0.4% | -1.0% | 0.424% | |
1/23/2025 | TriaGen Wealth Management LLC | 10,927 | $539K | 0.2% | -8.8% | 0.197% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 7,222 | $357K | 0.0% | N/A | 0.130% | |
1/21/2025 | Southland Equity Partners LLC | 43,345 | $2.14M | 0.5% | -39.5% | 0.781% | |
1/17/2025 | Mutual Advisors LLC | 21,613 | $1.06M | 0.0% | +4.7% | 0.389% | |
1/17/2025 | Magnus Financial Group LLC | 31,286 | $1.55M | 0.1% | +3.3% | 0.564% | |
The U.S. just rewrote the rules of retirement (Ad) For decades, Wall Street told retirees to stick with big names, stay diversified, and live off dividends. But Tim Plaehn says those rules no longer apply — and the 2025 trade war is exposing just how fragile that plan really was.
Tim just released a video briefing explaining how the global shift is hammering traditional income stocks — and how a few U.S.-focused companies are built to weather the chaos. Watch the 2025 Trade War dividend protection briefing now |
1/17/2025 | Atomi Financial Group Inc. | 35,264 | $1.74M | 0.1% | N/A | 0.635% | |
1/15/2025 | Channel Wealth LLC | 38,320 | $1.89M | 0.6% | +3.1% | 0.690% | |
1/15/2025 | Towerpoint Wealth LLC | 8,216 | $406K | 0.2% | -4.9% | 0.148% | |
1/14/2025 | Ignite Planners LLC | 46,136 | $2.28M | 0.5% | +47.4% | 0.831% | |
1/13/2025 | Miracle Mile Advisors LLC | 1,909,177 | $94.26M | 1.9% | +6.4% | 34.400% | |
12/26/2024 | JPMorgan Chase & Co. | 2,470 | $124K | 0.0% | N/A | 0.047% | |
11/19/2024 | Citizens Business Bank | 94,928 | $4.76M | 1.0% | -3.0% | 1.808% | |
11/15/2024 | Jane Street Group LLC | 28,074 | $1.41M | 0.0% | +24.1% | 0.535% | |
11/15/2024 | HighTower Advisors LLC | 15,688 | $788K | 0.0% | +9.0% | 0.299% | |
11/14/2024 | Rockefeller Capital Management L.P. | 20,000 | $1.00M | 0.0% | N/A | 0.381% | |
11/14/2024 | CreativeOne Wealth LLC | 5,543 | $278K | 0.0% | N/A | 0.106% | |
11/13/2024 | Townsquare Capital LLC | 8,094 | $406K | 0.0% | N/A | 0.154% | |
11/12/2024 | Flagstar Advisors Inc. | 4,755 | $239K | 0.1% | -75.7% | 0.091% | |
11/12/2024 | Running Point Capital Advisors LLC | 31,348 | $1.57M | 0.6% | +0.8% | 0.597% | |
10/30/2024 | Catalina Capital Group LLC | 23,774 | $1.19M | 0.4% | -10.1% | 0.457% | |
10/25/2024 | Twin Peaks Wealth Advisors LLC | 13,639 | $684K | 0.3% | +5.2% | 0.262% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 6,606 | $331K | 0.0% | +37.0% | 0.127% | |
10/23/2024 | Allworth Financial LP | 2,622 | $132K | 0.0% | -30.2% | 0.050% | |
10/15/2024 | Magnus Financial Group LLC | 30,285 | $1.52M | 0.2% | +4.1% | 0.588% | |
10/10/2024 | Johnson Bixby & Associates LLC | 4,033 | $202K | 0.0% | N/A | 0.078% | |
10/8/2024 | Blue Zone Wealth Advisors LLC | 14,787 | $742K | 0.2% | N/A | 0.287% | |
10/8/2024 | Ignite Planners LLC | 31,303 | $1.57M | 0.4% | +1.1% | 0.608% | |
10/7/2024 | Miracle Mile Advisors LLC | 1,795,137 | $90.08M | 2.1% | +4.5% | 34.857% | |
8/22/2024 | Cetera Investment Advisers | 42,826 | $2.12M | 0.0% | +17.4% | 0.865% | |
8/10/2024 | Perennial Investment Advisors LLC | 6,526 | $323K | 0.0% | +4.0% | 0.132% | |
8/8/2024 | LPL Financial LLC | 664,470 | $32.91M | 0.0% | +14.2% | 13.424% | |
8/2/2024 | Larson Financial Group LLC | 900 | $45K | 0.0% | N/A | 0.018% | |
7/31/2024 | Commonwealth Equity Services LLC | 18,395 | $911K | 0.0% | +5.6% | 0.372% | |
7/30/2024 | Integral Investment Advisors Inc. | 23,297 | $1.15M | 0.4% | +7.1% | 0.471% | |
7/30/2024 | International Assets Investment Management LLC | 700 | $35K | 0.0% | N/A | 0.014% | |
7/26/2024 | Harbour Investments Inc. | 6,708 | $332K | 0.0% | +7.5% | 0.136% | |
7/24/2024 | Catalina Capital Group LLC | 26,450 | $1.31M | 0.5% | -17.1% | 0.534% | |
7/18/2024 | Miracle Mile Advisors LLC | 1,717,241 | $85.04M | 2.1% | +29.1% | 34.692% | |
7/12/2024 | Ignite Planners LLC | 30,971 | $1.53M | 0.4% | N/A | 0.632% | |
7/12/2024 | Southland Equity Partners LLC | 71,344 | $3.53M | 1.0% | +27.0% | 1.456% | |
5/24/2024 | Cetera Investment Advisers | 36,476 | $1.81M | 0.0% | +34.3% | 0.829% | |
5/9/2024 | New Insight Wealth Advisors | 19,623 | $974K | 0.6% | +62.2% | 0.446% | |
5/8/2024 | Avantax Advisory Services Inc. | 4,930 | $245K | 0.0% | N/A | 0.112% | |
5/3/2024 | Catalina Capital Group LLC | 31,914 | $1.59M | 0.7% | -5.3% | 0.725% | |
5/2/2024 | Mutual Advisors LLC | 29,550 | $1.47M | 0.0% | +2.1% | 0.672% | |
4/30/2024 | Commonwealth Equity Services LLC | 17,426 | $865K | 0.0% | +79.4% | 0.396% | |
4/23/2024 | Twin Peaks Wealth Advisors LLC | 8,071 | $401K | 0.2% | -39.9% | 0.183% | |
4/22/2024 | Johnson Bixby & Associates LLC | 4,033 | $200K | 0.0% | N/A | 0.092% | |
4/18/2024 | Miracle Mile Advisors LLC | 1,330,261 | $66.05M | 1.7% | +30.7% | 30.233% | |
4/18/2024 | Citizens Business Bank | 89,884 | $4.46M | 0.9% | -21.3% | 2.043% | |
4/16/2024 | Towerpoint Wealth LLC | 8,661 | $430K | 0.2% | +37.3% | 0.197% | |
4/12/2024 | Southland Equity Partners LLC | 56,171 | $2.79M | 0.8% | +24.6% | 1.277% | |
3/19/2024 | Warren Street Wealth Advisors LLC | 9,418 | $470K | 0.3% | -9.0% | 0.219% | |
2/28/2024 | EP Wealth Advisors LLC | 6,165 | $308K | 0.0% | N/A | 0.143% | |
2/6/2024 | Private Advisor Group LLC | 4,100 | $205K | 0.0% | N/A | 0.095% | |
The U.S. just rewrote the rules of retirement (Ad) For decades, Wall Street told retirees to stick with big names, stay diversified, and live off dividends. But Tim Plaehn says those rules no longer apply — and the 2025 trade war is exposing just how fragile that plan really was.
Tim just released a video briefing explaining how the global shift is hammering traditional income stocks — and how a few U.S.-focused companies are built to weather the chaos. Watch the 2025 Trade War dividend protection briefing now |
2/5/2024 | Citizens Business Bank | 114,249 | $5.70M | 1.3% | +27.5% | 2.657% | |
1/29/2024 | Signature Estate & Investment Advisors LLC | 4,011 | $200K | 0.0% | N/A | 0.093% | |
1/25/2024 | International Assets Investment Management LLC | 34,937 | $1.74M | 0.0% | N/A | 0.812% | |
1/24/2024 | Stratos Wealth Advisors LLC | 6,357 | $317K | 0.0% | -32.0% | 0.148% | |
1/24/2024 | Allworth Financial LP | 14,564 | $727K | 0.0% | -9.5% | 0.339% | |
1/24/2024 | International Assets Investment Management LLC | 34,937 | $1.74M | 0.0% | N/A | 0.812% | |
1/23/2024 | Towerpoint Wealth LLC | 6,308 | $315K | 0.2% | -4.0% | 0.147% | |
1/23/2024 | TriaGen Wealth Management LLC | 12,370 | $617K | 0.3% | +3.7% | 0.288% | |
1/22/2024 | Miracle Mile Advisors LLC | 1,017,719 | $50.79M | 1.4% | +83.0% | 23.668% | |
1/19/2024 | Flagstar Advisors Inc. | 19,304 | $963K | 0.3% | +13.8% | 0.449% | |