8/19/2025 | Asset Dedication LLC | 661 | $45K | 0.0% | +33.3% | 0.024% | |
8/15/2025 | North Ridge Wealth Advisors Inc. | 4,947 | $334K | 0.2% | +102.7% | 0.177% | |
8/15/2025 | Corient Private Wealth LLC | 141,569 | $9.56M | 0.0% | -16.0% | 5.056% | |
8/14/2025 | HUB Investment Partners LLC | 30,234 | $2.04M | 0.1% | N/A | 1.080% | |
8/14/2025 | Clarity Asset Management Inc. | 207,501 | $14.02M | 8.4% | +9.8% | 7.411% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 6,656 | $450K | 0.0% | N/A | 0.238% | |
8/12/2025 | Journey Strategic Wealth LLC | 10,367 | $700K | 0.0% | -7.7% | 0.370% | |
8/6/2025 | True Wealth Design LLC | 1,373 | $93K | 0.0% | -10.5% | 0.049% | |
8/5/2025 | Bridgewater Advisors Inc. | 9,021 | $610K | 0.0% | +29.3% | 0.322% | |
8/1/2025 | Red Lighthouse Investment Management LLC | 2,494 | $168K | 0.1% | +64.9% | 0.089% | |
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8/1/2025 | Riverwater Partners LLC | 52,288 | $3.53M | 1.7% | +38.9% | 1.867% | |
8/1/2025 | Envestnet Asset Management Inc. | 14,293 | $966K | 0.0% | +108.2% | 0.510% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 5,514 | $372K | 0.0% | +17.5% | 0.197% | |
7/31/2025 | Trademark Financial Management LLC | 26,496 | $1.79M | 1.1% | +10.1% | 0.946% | |
7/31/2025 | AlTi Global Inc. | 15,998 | $1.08M | 0.0% | N/A | 0.571% | |
7/31/2025 | Opes Wealth Management LLC | 13,654 | $922K | 0.2% | +14.8% | 0.488% | |
7/30/2025 | Caliber Wealth Management LLC KS | 3,390 | $229K | 0.0% | N/A | 0.121% | |
7/29/2025 | Wealthstream Advisors Inc. | 31,325 | $2.12M | 0.4% | -2.2% | 1.119% | |
7/28/2025 | Axxcess Wealth Management LLC | 3,049 | $206K | 0.0% | N/A | 0.109% | |
7/28/2025 | Revolve Wealth Partners LLC | 21,461 | $1.45M | 0.2% | -1.9% | 0.766% | |
7/25/2025 | PrairieView Partners LLC | 12,160 | $821K | 0.1% | -4.8% | 0.434% | |
7/18/2025 | Truist Financial Corp | 10,026 | $677K | 0.0% | +54.7% | 0.358% | |
7/18/2025 | FMB Wealth Management | 5,529 | $374K | 0.2% | N/A | 0.197% | |
7/17/2025 | HB Wealth Management LLC | 9,595 | $648K | 0.0% | -1.6% | 0.343% | |
7/17/2025 | Willow Creek Wealth Management Inc. | 216,488 | $14.62M | 1.3% | +6.4% | 7.732% | |
7/16/2025 | Signature Resources Capital Management LLC | 579 | $39K | 0.0% | +43.3% | 0.021% | |
7/16/2025 | TCI Wealth Advisors Inc. | 5,806 | $392K | 0.0% | -15.5% | 0.207% | |
7/15/2025 | Vestment Financial LLC | 13,072 | $881K | 0.6% | +27.3% | 0.467% | |
7/15/2025 | Maseco LLP | 660,004 | $44.58M | 1.7% | N/A | 23.572% | |
7/14/2025 | Northland Capital Management LLC | 24,879 | $1.68M | 1.0% | -10.5% | 0.889% | |
5/20/2025 | Focus Partners Wealth | 68,995 | $4.14M | 0.0% | N/A | 2.509% | |
5/19/2025 | Jane Street Group LLC | 5,838 | $350K | 0.0% | -53.1% | 0.212% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 4,693 | $282K | 0.0% | N/A | 0.171% | |
5/15/2025 | Clarity Asset Management Inc. | 188,948 | $11.33M | 7.3% | -31.6% | 6.871% | |
5/14/2025 | Orion Capital Management LLC | 2,380 | $143K | 0.1% | -14.3% | 0.087% | |
5/13/2025 | Raymond James Financial Inc. | 88,884 | $5.33M | 0.0% | N/A | 3.232% | |
5/13/2025 | HighTower Advisors LLC | 52,647 | $3.16M | 0.0% | -18.9% | 1.914% | |
5/9/2025 | WealthShield Partners LLC | 6,200 | $372K | 0.0% | +19.2% | 0.225% | |
5/7/2025 | Wealthstream Advisors Inc. | 32,046 | $1.92M | 0.4% | -0.7% | 1.165% | |
5/7/2025 | HB Wealth Management LLC | 9,751 | $585K | 0.0% | N/A | 0.355% | |
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 |
5/6/2025 | Kelman Lazarov Inc. | 4,235 | $254K | 0.0% | -14.2% | 0.154% | |
5/6/2025 | Journey Strategic Wealth LLC | 11,226 | $673K | 0.0% | +9.5% | 0.408% | |
5/6/2025 | Opes Wealth Management LLC | 11,890 | $713K | 0.1% | +80.3% | 0.432% | |
5/2/2025 | MB Generational Wealth LLC | 20,694 | $1.24M | 0.9% | -5.6% | 0.753% | |
5/2/2025 | Bridgewater Advisors Inc. | 6,977 | $438K | 0.0% | N/A | 0.254% | |
5/1/2025 | Asset Dedication LLC | 496 | $30K | 0.0% | -27.8% | 0.018% | |
4/29/2025 | Envestnet Asset Management Inc. | 6,864 | $412K | 0.0% | +36.8% | 0.250% | |
4/28/2025 | Red Lighthouse Investment Management LLC | 1,512 | $86K | 0.0% | -33.8% | 0.055% | |
4/25/2025 | Trademark Financial Management LLC | 24,067 | $1.44M | 1.1% | -3.8% | 0.875% | |
4/23/2025 | Austin Asset Management Co Inc | 3,480 | $209K | 0.0% | N/A | 0.127% | |
4/23/2025 | Northland Capital Management LLC | 27,811 | $1.67M | 1.1% | -9.3% | 1.011% | |
4/22/2025 | Diversified Portfolios Inc. | 9,309 | $558K | 0.1% | -18.5% | 0.339% | |
4/21/2025 | Riverwater Partners LLC | 37,641 | $2.26M | 1.2% | +225.2% | 1.420% | |
4/21/2025 | TCI Wealth Advisors Inc. | 6,868 | $412K | 0.0% | -6.6% | 0.259% | |
4/17/2025 | Sprinkle Financial Consultants LLC | 3,564 | $214K | 0.1% | N/A | 0.134% | |
4/15/2025 | Vestment Financial LLC | 10,265 | $617K | 0.4% | +19.8% | 0.387% | |
4/14/2025 | Revolve Wealth Partners LLC | 21,868 | $1.31M | 0.2% | +11.7% | 0.825% | |
4/9/2025 | Elevation Wealth Partners LLC | 457 | $27K | 0.0% | N/A | 0.017% | |
4/8/2025 | Highland Financial Advisors LLC | 25,686 | $1.54M | 0.6% | -20.1% | 0.969% | |
2/18/2025 | Orion Capital Management LLC | 2,778 | $155K | 0.1% | N/A | 0.113% | |
2/17/2025 | Waverly Advisors LLC | 55,956 | $3.12M | 0.0% | -4.8% | 2.284% | |
2/17/2025 | Vestment Financial LLC | 8,565 | $478K | 0.4% | N/A | 0.350% | |
2/17/2025 | Clarity Asset Management Inc. | 276,400 | $15.39M | 10.0% | +1.1% | 11.282% | |
2/17/2025 | Citadel Advisors LLC | 12,675 | $706K | 0.0% | N/A | 0.517% | |
2/14/2025 | Jane Street Group LLC | 12,453 | $693K | 0.0% | -56.5% | 0.508% | |
2/14/2025 | WealthCollab LLC | 1,336 | $74K | 0.0% | -31.9% | 0.055% | |
2/14/2025 | Oak Wealth Advisors LLC | 4,890 | $272K | 0.2% | N/A | 0.200% | |
2/14/2025 | Susquehanna International Group LLP | 33,087 | $1.84M | 0.0% | N/A | 1.350% | |
2/13/2025 | Mariner LLC | 12,604 | $702K | 0.0% | -70.3% | 0.514% | |
2/13/2025 | Envestnet Asset Management Inc. | 5,017 | $279K | 0.0% | +15.0% | 0.205% | |
2/13/2025 | Riverwater Partners LLC | 11,573 | $644K | 0.3% | N/A | 0.472% | |
2/10/2025 | Corient Private Wealth LLC | 181,159 | $10.09M | 0.0% | +2.7% | 7.394% | |
2/10/2025 | Commonwealth Equity Services LLC | 57,950 | $3.23M | 0.0% | +4.5% | 2.365% | |
2/10/2025 | Parkworth Wealth Management Inc. | 990 | $55K | 0.0% | N/A | 0.040% | |
2/7/2025 | HighTower Advisors LLC | 64,877 | $3.61M | 0.0% | +11.9% | 2.648% | |
2/7/2025 | Tortoise Investment Management LLC | 6,070 | $338K | 0.0% | +19.7% | 0.248% | |
2/5/2025 | Passive Capital Management LLC. | 5,054 | $281K | 0.1% | +10.0% | 0.206% | |
2/4/2025 | Wealthstream Advisors Inc. | 32,270 | $1.80M | 0.3% | +16.3% | 1.317% | |
2/4/2025 | WealthShield Partners LLC | 5,200 | $290K | 0.0% | -18.1% | 0.212% | |
2/3/2025 | Trellis Wealth Advisors LLC | 26,219 | $1.46M | 0.7% | -1.0% | 1.070% | |
1/31/2025 | Truist Financial Corp | 5,017 | $279K | 0.0% | +15.0% | 0.205% | |
1/30/2025 | Opes Wealth Management LLC | 6,595 | $367K | 0.1% | -6.4% | 0.269% | |
1/30/2025 | Highland Financial Advisors LLC | 32,156 | $1.79M | 0.6% | +0.6% | 1.312% | |
1/30/2025 | Trademark Financial Management LLC | 25,025 | $1.39M | 1.1% | +19.3% | 1.021% | |
1/29/2025 | PrairieView Partners LLC | 12,821 | $713K | 0.1% | +10.2% | 0.523% | |
1/24/2025 | Journey Strategic Wealth LLC | 10,248 | $571K | 0.0% | +31.5% | 0.418% | |
1/23/2025 | Asset Dedication LLC | 687 | $38K | 0.0% | +35.5% | 0.028% | |
1/22/2025 | Revolve Wealth Partners LLC | 19,573 | $1.09M | 0.1% | +12.2% | 0.725% | |
1/22/2025 | Northland Capital Management LLC | 30,676 | $1.71M | 1.3% | -12.3% | 1.252% | |
1/21/2025 | Team Hewins LLC | 10,554 | $569K | 0.2% | N/A | 0.431% | |
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 |
11/15/2024 | Clarity Asset Management Inc. | 273,319 | $16.56M | 11.5% | +2.1% | 11.156% | |
11/15/2024 | Passive Capital Management LLC. | 4,596 | $278K | 0.1% | -9.5% | 0.188% | |
11/15/2024 | Jane Street Group LLC | 28,630 | $1.73M | 0.0% | -61.7% | 1.169% | |
11/6/2024 | Wealthstream Advisors Inc. | 27,748 | $1.68M | 0.3% | +3.4% | 1.133% | |
11/4/2024 | Addison Advisors LLC | 3,030 | $184K | 0.1% | N/A | 0.124% | |
10/31/2024 | Trademark Financial Management LLC | 20,968 | $1.27M | 1.0% | +1.2% | 0.856% | |
10/30/2024 | Highland Financial Advisors LLC | 31,969 | $1.94M | 0.7% | +6.5% | 1.305% | |
10/29/2024 | Opes Wealth Management LLC | 7,045 | $427K | 0.1% | +4.4% | 0.288% | |
10/23/2024 | Tarbox Family Office Inc. | 5,464 | $331K | 0.1% | +9.3% | 0.223% | |
10/23/2024 | Northland Capital Management LLC | 34,990 | $2.12M | 1.2% | -0.7% | 1.428% | |