8/1/2025 | Integral Investment Advisors Inc. | 80,686 | $1.84M | 0.5% | +59.6% | 0.587% | |
8/1/2025 | Envestnet Asset Management Inc. | 82,326 | $1.88M | 0.0% | -1.2% | 0.599% | |
7/31/2025 | West Michigan Advisors LLC | 28,325 | $646K | 0.2% | +13.5% | 0.206% | |
7/30/2025 | Princeton Global Asset Management LLC | 94,638 | $2.16M | 0.4% | +1.0% | 0.689% | |
7/29/2025 | FLC Capital Advisors | 11,075 | $253K | 0.1% | -48.3% | 0.081% | |
7/29/2025 | Ballast Inc. | 12,819 | $292K | 0.1% | N/A | 0.093% | |
7/24/2025 | Comprehensive Money Management Services LLC | 59,463 | $1.36M | 1.0% | -3.8% | 0.433% | |
7/24/2025 | Blue Trust Inc. | 3,400 | $78K | 0.0% | N/A | 0.025% | |
7/24/2025 | IFP Advisors Inc | 1,283 | $29K | 0.0% | N/A | 0.009% | |
7/21/2025 | Ameritas Advisory Services LLC | 1,798 | $41K | 0.0% | N/A | 0.013% | |
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7/18/2025 | Truist Financial Corp | 27,152 | $619K | 0.0% | +11.6% | 0.198% | |
7/17/2025 | Janney Montgomery Scott LLC | 272,685 | $6.22M | 0.0% | +55.1% | 1.985% | |
7/16/2025 | Investment Partners Asset Management Inc. | 191,816 | $4.37M | 3.0% | +15.0% | 1.396% | |
7/14/2025 | Seed Wealth Management Inc. | 30,700 | $700K | 0.5% | -8.2% | 0.223% | |
7/11/2025 | Farther Finance Advisors LLC | 34,100 | $777K | 0.0% | N/A | 0.249% | |
5/14/2025 | CreativeOne Wealth LLC | 15,656 | $370K | 0.0% | -8.8% | 0.120% | |
5/14/2025 | Napa Wealth Management | 28,641 | $678K | 0.4% | -11.7% | 0.220% | |
5/14/2025 | Leslie Global Wealth LLC | 154,211 | $3.65M | 1.8% | -0.5% | 1.184% | |
5/14/2025 | CW Advisors LLC | 54,370 | $1.29M | 0.0% | +240.5% | 0.417% | |
5/14/2025 | Joseph P. Lucia & Associates LLC | 13,319 | $315K | 0.1% | +8.5% | 0.102% | |
5/13/2025 | SFI Advisors LLC | 12,519 | $296K | 0.2% | N/A | 0.096% | |
5/13/2025 | Howard Wealth Management LLC | 13,083 | $310K | 0.2% | +36.8% | 0.100% | |
5/13/2025 | Trajan Wealth LLC | 102,760 | $2.43M | 0.1% | N/A | 0.789% | |
5/9/2025 | AXS Investments LLC | 273,450 | $6.47M | 1.8% | N/A | 2.099% | |
5/9/2025 | West Michigan Advisors LLC | 24,965 | $591K | 0.2% | +4.7% | 0.192% | |
5/7/2025 | Ironsides Asset Advisors LLC | 227,550 | $5.38M | 1.6% | +61.6% | 1.746% | |
5/7/2025 | LPL Financial LLC | 143,995 | $3.41M | 0.0% | +6.6% | 1.105% | |
5/7/2025 | Texas Yale Capital Corp. | 20,043 | $474K | 0.0% | +23.2% | 0.154% | |
5/6/2025 | Cetera Investment Advisers | 48,136 | $1.14M | 0.0% | +34.7% | 0.372% | |
5/6/2025 | Choreo LLC | 10,438 | $247K | 0.0% | N/A | 0.081% | |
5/2/2025 | Segall Bryant & Hamill LLC | 12,425 | $294K | 0.0% | -3.8% | 0.096% | |
5/2/2025 | SBI Securities Co. Ltd. | 23,244 | $550K | 0.0% | +43.6% | 0.179% | |
5/2/2025 | Apollon Wealth Management LLC | 8,490 | $201K | 0.0% | N/A | 0.066% | |
4/29/2025 | Envestnet Asset Management Inc. | 83,343 | $1.97M | 0.0% | +2.3% | 0.644% | |
4/28/2025 | North Capital Inc. | 1,858 | $44K | 0.0% | N/A | 0.014% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 295,339 | $6.99M | 0.0% | +14.1% | 2.281% | |
4/22/2025 | Comprehensive Money Management Services LLC | 61,813 | $1.46M | 1.2% | +2.2% | 0.477% | |
4/18/2025 | Seed Wealth Management Inc. | 33,425 | $791K | 0.6% | -33.0% | 0.258% | |
4/17/2025 | Janney Montgomery Scott LLC | 175,850 | $4.16M | 0.0% | +111.1% | 1.358% | |
4/15/2025 | Investment Partners Asset Management Inc. | 166,862 | $3.95M | 3.1% | +4.9% | 1.289% | |
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 |
4/15/2025 | Integral Investment Advisors Inc. | 50,557 | $1.20M | 0.4% | +20.3% | 0.390% | |
4/11/2025 | Princeton Global Asset Management LLC | 93,723 | $2.22M | 0.4% | +6.1% | 0.737% | |
4/10/2025 | Beacon Financial Group | 21,620 | $512K | 0.1% | -15.7% | 0.170% | |
3/4/2025 | Comprehensive Money Management Services LLC | 60,463 | $1.43M | 1.2% | N/A | 0.508% | |
2/17/2025 | Strategic Wealth Partners Ltd. | 20,207 | $483K | 0.0% | -6.5% | 0.193% | |
2/17/2025 | Napa Wealth Management | 32,453 | $765K | 0.3% | -16.3% | 0.310% | |
2/17/2025 | Cetera Investment Advisers | 35,726 | $842K | 0.0% | +39.7% | 0.341% | |
2/17/2025 | Bank of America Corp DE | 38,710 | $912K | 0.0% | +22.5% | 0.370% | |
2/14/2025 | Comerica Bank | 32,292 | $761K | 0.0% | -8.5% | 0.308% | |
2/14/2025 | Leslie Global Wealth LLC | 155,056 | $3.66M | 1.7% | -23.2% | 1.481% | |
2/14/2025 | GeoWealth Management LLC | 6,742 | $159K | 0.0% | -6.6% | 0.064% | |
2/13/2025 | Rockefeller Capital Management L.P. | 75,392 | $1.78M | 0.0% | +33.6% | 0.720% | |
2/13/2025 | Envestnet Asset Management Inc. | 81,496 | $1.92M | 0.0% | +14.0% | 0.778% | |
2/13/2025 | Wells Fargo & Company MN | 2,450 | $58K | 0.0% | N/A | 0.023% | |
2/12/2025 | Ausdal Financial Partners Inc. | 52,446 | $1.24M | 0.1% | -4.0% | 0.501% | |
2/11/2025 | Congress Wealth Management LLC DE | 15,967 | $376K | 0.0% | N/A | 0.153% | |
2/11/2025 | LPL Financial LLC | 135,069 | $3.18M | 0.0% | +46.7% | 1.290% | |
2/10/2025 | Corient Private Wealth LLC | 13,951 | $329K | 0.0% | +15.2% | 0.133% | |
2/10/2025 | Ironsides Asset Advisors LLC | 140,837 | $3.32M | 1.0% | +231.4% | 1.345% | |
2/6/2025 | Bedel Financial Consulting Inc. | 226,252 | $5.41M | 0.8% | -2.2% | 2.161% | |
2/6/2025 | SBI Securities Co. Ltd. | 16,186 | $382K | 0.0% | N/A | 0.155% | |
2/5/2025 | West Michigan Advisors LLC | 23,854 | $564K | 0.2% | +136.2% | 0.228% | |
2/5/2025 | Private Trust Co. NA | 10,195 | $240K | 0.0% | +51.6% | 0.097% | |
2/4/2025 | Acorn Wealth Advisors LLC | 12,786 | $301K | 0.1% | +3.5% | 0.122% | |
2/4/2025 | Integral Investment Advisors Inc. | 42,020 | $990K | 0.3% | +10.3% | 0.401% | |
1/31/2025 | Global Retirement Partners LLC | 6,094 | $144K | 0.0% | -33.6% | 0.058% | |
1/31/2025 | Truist Financial Corp | 16,997 | $401K | 0.0% | -64.8% | 0.162% | |
1/30/2025 | Howard Wealth Management LLC | 9,564 | $225K | 0.1% | N/A | 0.091% | |
1/30/2025 | PUREfi Wealth LLC | 10,570 | $249K | 0.2% | N/A | 0.101% | |
1/30/2025 | Investment Partners Asset Management Inc. | 159,030 | $3.75M | 2.9% | +4.4% | 1.519% | |
1/27/2025 | Stratos Wealth Partners LTD. | 26,000 | $613K | 0.0% | +34.4% | 0.248% | |
1/24/2025 | Princeton Global Asset Management LLC | 88,326 | $2.08M | 0.4% | +0.7% | 0.844% | |
1/17/2025 | Janney Montgomery Scott LLC | 83,317 | $1.96M | 0.0% | +298.5% | 0.796% | |
1/16/2025 | FLC Capital Advisors | 21,429 | $505K | 0.1% | +12.0% | 0.205% | |
1/8/2025 | International Assets Investment Management LLC | 11,900 | $284K | 0.0% | N/A | 0.114% | |
12/26/2024 | JPMorgan Chase & Co. | 43,328 | $1.04M | 0.0% | N/A | 0.414% | |
11/25/2024 | Sanctuary Advisors LLC | 8,448 | $203K | 0.0% | -88.8% | 0.081% | |
11/15/2024 | Stifel Financial Corp | 12,526 | $301K | 0.0% | -57.6% | 0.120% | |
11/14/2024 | Rockefeller Capital Management L.P. | 56,436 | $1.36M | 0.0% | +6.4% | 0.539% | |
11/14/2024 | CreativeOne Wealth LLC | 17,229 | $414K | 0.0% | +17.2% | 0.165% | |
11/13/2024 | Acorn Wealth Advisors LLC | 12,350 | $297K | 0.1% | +16.5% | 0.118% | |
11/13/2024 | Private Trust Co. NA | 6,723 | $162K | 0.0% | +95.3% | 0.064% | |
11/8/2024 | Segall Bryant & Hamill LLC | 12,612 | $303K | 0.0% | N/A | 0.120% | |
11/7/2024 | Napa Wealth Management | 38,758 | $932K | 0.4% | +35.3% | 0.370% | |
11/5/2024 | Paulson Wealth Management Inc. | 19,716 | $474K | 0.1% | -5.6% | 0.188% | |
10/31/2024 | Ironsides Asset Advisors LLC | 42,496 | $1.02M | 0.3% | -1.3% | 0.406% | |
10/30/2024 | Leslie Global Wealth LLC | 202,006 | $4.86M | 2.4% | +6.6% | 1.929% | |
10/29/2024 | Princeton Global Asset Management LLC | 87,747 | $2.11M | 0.4% | +1.5% | 0.838% | |
10/25/2024 | Walter & Keenan Wealth Management LLC IN ADV | 8,730 | $210K | 0.1% | -59.8% | 0.083% | |
10/24/2024 | Investment Partners Asset Management Inc. | 152,293 | $3.66M | 3.0% | +5.1% | 1.455% | |
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 |
10/23/2024 | West Michigan Advisors LLC | 10,099 | $243K | 0.1% | N/A | 0.096% | |
10/16/2024 | FLC Capital Advisors | 19,132 | $460K | 0.1% | +80.3% | 0.183% | |
10/11/2024 | Creative Planning | 171,806 | $4.13M | 0.0% | +31.1% | 1.641% | |
10/8/2024 | Strategic Wealth Partners Ltd. | 21,623 | $520K | 0.0% | -8.0% | 0.207% | |
9/5/2024 | Sanctuary Advisors LLC | 75,373 | $1.75M | 0.0% | N/A | 0.720% | |
8/21/2024 | Truist Financial Corp | 54,303 | $1.28M | 0.0% | +11.1% | 0.519% | |
8/16/2024 | Creative Planning | 131,089 | $3.10M | 0.0% | +43.6% | 1.252% | |
8/6/2024 | Ausdal Financial Partners Inc. | 54,677 | $1.29M | 0.1% | +5.1% | 0.522% | |
7/30/2024 | Integral Investment Advisors Inc. | 13,322 | $317K | 0.1% | +33.8% | 0.127% | |
7/30/2024 | International Assets Investment Management LLC | 8,960 | $212K | 0.0% | N/A | 0.086% | |