7/7/2025 | OMNI 360 Wealth Inc. | 20,748 | $844K | 0.4% | -5.2% | 0.036% | |
7/2/2025 | Capital Market Strategies LLC | 6,835 | $278K | 0.2% | -11.3% | 0.012% | |
7/2/2025 | Boston Standard Wealth Management LLC | 44,623 | $1.82M | 0.3% | +8.2% | 0.076% | |
5/20/2025 | Focus Partners Wealth | 158,505 | $6.00M | 0.0% | +24.4% | 0.270% | |
5/16/2025 | Bell Investment Advisors Inc | 7,640 | $289K | 0.1% | +122.8% | 0.013% | |
5/16/2025 | Jones Financial Companies Lllp | 2,610 | $99K | 0.0% | -78.4% | 0.004% | |
5/16/2025 | Ancora Advisors LLC | 5,100 | $193K | 0.0% | +10.9% | 0.009% | |
5/15/2025 | EP Wealth Advisors LLC | 13,481 | $510K | 0.0% | +19.8% | 0.023% | |
5/15/2025 | Royal Bank of Canada | 727,681 | $27.55M | 0.0% | +5.3% | 1.239% | |
5/15/2025 | Baird Financial Group Inc. | 295,448 | $11.19M | 0.0% | -1.4% | 0.503% | |
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5/14/2025 | Ieq Capital LLC | 17,799 | $674K | 0.0% | +16.8% | 0.030% | |
5/14/2025 | WCG Wealth Advisors LLC | 160,351 | $6.07M | 0.5% | -14.7% | 0.273% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 30,492 | $1.15M | 0.0% | -27.5% | 0.052% | |
5/14/2025 | Kestra Advisory Services LLC | 31,748 | $1.20M | 0.0% | -3.1% | 0.054% | |
5/14/2025 | Bragg Financial Advisors Inc | 9,060 | $343K | 0.0% | N/A | 0.015% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 123,143 | $4.66M | 0.0% | +6.7% | 0.210% | |
5/13/2025 | Raymond James Financial Inc. | 1,021,350 | $38.67M | 0.0% | +1.2% | 1.739% | |
5/13/2025 | Cresset Asset Management LLC | 10,714 | $406K | 0.0% | +3.2% | 0.018% | |
5/13/2025 | NFP Retirement Inc. | 410,338 | $15.54M | 1.2% | -2.4% | 0.699% | |
5/13/2025 | Russell Investments Group Ltd. | 2,300 | $87K | 0.0% | N/A | 0.004% | |
5/13/2025 | HighTower Advisors LLC | 116,937 | $4.43M | 0.0% | +6.1% | 0.199% | |
5/12/2025 | Independent Advisor Alliance | 27,636 | $1.05M | 0.0% | -79.1% | 0.047% | |
5/12/2025 | SouthState Corp | 6,150 | $233K | 0.0% | N/A | 0.010% | |
5/12/2025 | Invesco Ltd. | 499,514 | $18.91M | 0.0% | +11.9% | 0.851% | |
5/12/2025 | AlphaCore Capital LLC | 6,915 | $262K | 0.0% | N/A | 0.012% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 20,959,358 | $793.52M | 0.1% | +6.5% | 35.694% | |
5/9/2025 | WealthShield Partners LLC | 11,656 | $441K | 0.1% | -2.6% | 0.020% | |
5/9/2025 | Wealthspire Advisors LLC | 97,538 | $3.69M | 0.0% | -0.9% | 0.166% | |
5/8/2025 | TIAA Trust National Association | 5,979 | $226K | 0.0% | -19.9% | 0.010% | |
5/8/2025 | US Bancorp DE | 32,087 | $1.22M | 0.0% | -19.4% | 0.055% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 8,165 | $309K | 0.0% | -17.9% | 0.014% | |
5/8/2025 | NorthRock Partners LLC | 3,596 | $136K | 0.0% | +9.6% | 0.006% | |
5/8/2025 | First Foundation Advisors | 1,013,774 | $38.38M | 1.6% | -8.3% | 1.730% | |
5/7/2025 | LPL Financial LLC | 1,083,891 | $41.04M | 0.0% | -12.6% | 1.849% | |
5/7/2025 | Trilogy Capital Inc. | 9,155 | $347K | 0.0% | -3.4% | 0.016% | |
5/6/2025 | Assetmark Inc. | 4,624 | $175K | 0.0% | +26.7% | 0.008% | |
5/6/2025 | Cetera Investment Advisers | 431,612 | $16.34M | 0.0% | +0.9% | 0.735% | |
5/6/2025 | Avantax Advisory Services Inc. | 505,921 | $19.15M | 0.1% | +23.3% | 0.862% | |
5/6/2025 | Three Bridge Wealth Advisors LLC | 192,467 | $7.29M | 2.5% | +0.6% | 0.328% | |
5/6/2025 | SFE Investment Counsel | 20,948 | $793K | 0.2% | N/A | 0.036% | |
I was wrong about Trump (Ad) I made a mistake.
A mistake I feel very foolish about.
After speaking with Donald Trump and some of his advisors, I believed him.
I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years.
But I was wrong. Let me show you exactly what we’re doing to prepare. |
5/6/2025 | Accredited Investors Inc. | 194,861 | $7.38M | 0.5% | -3.2% | 0.332% | |
5/6/2025 | PFG Advisors | 43,204 | $1.64M | 0.1% | +2.3% | 0.074% | |
5/5/2025 | IFP Advisors Inc | 1,920 | $73K | 0.0% | +7,284.6% | 0.003% | |
5/5/2025 | Private Advisor Group LLC | 34,894 | $1.32M | 0.0% | -5.2% | 0.059% | |
5/5/2025 | Diversify Advisory Services LLC | 35,553 | $1.32M | 0.1% | +2.0% | 0.061% | |
5/2/2025 | Wealthfront Advisers LLC | 9,364 | $355K | 0.0% | -22.1% | 0.016% | |
5/2/2025 | Sigma Planning Corp | 9,054 | $343K | 0.0% | +9.3% | 0.015% | |
5/1/2025 | CWM LLC | 6,706 | $254K | 0.0% | +33.2% | 0.011% | |
4/30/2025 | Cerity Partners LLC | 130,699 | $4.95M | 0.0% | +2.8% | 0.220% | |
4/30/2025 | Stratos Wealth Partners LTD. | 17,900 | $678K | 0.0% | +19.2% | 0.030% | |
4/30/2025 | Brown Advisory Inc. | 7,415 | $281K | 0.0% | N/A | 0.012% | |
4/29/2025 | Callan Capital LLC | 271,234 | $10.27M | 0.8% | -2.1% | 0.456% | |
4/29/2025 | Envestnet Asset Management Inc. | 91,747 | $3.47M | 0.0% | -12.1% | 0.154% | |
4/29/2025 | Silver Oak Securities Incorporated | 7,101 | $269K | 0.0% | N/A | 0.012% | |
4/28/2025 | D.A. Davidson & CO. | 25,391 | $961K | 0.0% | +13.4% | 0.043% | |
4/25/2025 | Mather Group LLC. | 5,899 | $223K | 0.0% | -8.3% | 0.009% | |
4/25/2025 | EnRich Financial Partners LLC | 11,364 | $430K | 0.1% | -13.0% | 0.018% | |
4/25/2025 | Arbor Investment Advisors LLC | 884,992 | $33.51M | 4.6% | +2.5% | 1.380% | |
4/25/2025 | Stonebridge Financial Group LLC | 670,623 | $25.39M | 2.7% | +6.9% | 1.046% | |
4/25/2025 | WealthBridge Capital Management LLC | 77,457 | $2.93M | 0.8% | +1.1% | 0.121% | |
4/23/2025 | Perigon Wealth Management LLC | 132,839 | $5.03M | 0.1% | -2.5% | 0.207% | |
4/23/2025 | Spire Wealth Management | 7,818 | $296K | 0.0% | -9.6% | 0.012% | |
4/22/2025 | JFS Wealth Advisors LLC | 59,641 | $2.26M | 0.2% | -2.1% | 0.093% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 18,814 | $712K | 0.0% | +56.8% | 0.029% | |
4/18/2025 | Lion Street Advisors LLC | 26,399 | $999K | 0.3% | -9.6% | 0.041% | |
4/18/2025 | Cornerstone Wealth Management LLC | 129,811 | $4.92M | 0.3% | +1.2% | 0.202% | |
4/18/2025 | Clarius Group LLC | 53,453 | $2.02M | 0.1% | -2.8% | 0.083% | |
4/18/2025 | Creative Capital Management Investments LLC | 4,240 | $161K | 0.1% | -14.9% | 0.007% | |
4/17/2025 | Janney Montgomery Scott LLC | 8,073 | $306K | 0.0% | -11.5% | 0.013% | |
4/17/2025 | Brighton Jones LLC | 24,291 | $920K | 0.0% | -3.5% | 0.038% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 209,521 | $7.93M | 0.3% | +9.9% | 0.327% | |
4/17/2025 | Cliftonlarsonallen Wealth Advisors LLC | 56,822 | $2.15M | 0.0% | -12.9% | 0.089% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 525,359 | $19.89M | 0.0% | -1.9% | 0.819% | |
4/15/2025 | Traction Financial Partners LLC | 103,007 | $3.90M | 3.0% | -3.3% | 0.161% | |
4/15/2025 | Integrated Advisors Network LLC | 5,707 | $216K | 0.0% | N/A | 0.009% | |
4/15/2025 | GAMMA Investing LLC | 2,354 | $89K | 0.0% | +64.2% | 0.004% | |
4/14/2025 | Courier Capital LLC | 6,750 | $256K | 0.0% | N/A | 0.011% | |
4/14/2025 | Revolve Wealth Partners LLC | 13,838 | $524K | 0.1% | +11.2% | 0.022% | |
4/11/2025 | Verum Partners LLC | 74,597 | $2.82M | 0.8% | +207.8% | 0.121% | |
4/10/2025 | Charles Schwab Trust Co | 71,872 | $2.72M | 0.2% | +2.8% | 0.116% | |
4/10/2025 | KWB Wealth | 28,949 | $1.21M | 0.1% | -12.7% | 0.047% | |
4/10/2025 | Johnson & White Wealth Management LLC | 229,594 | $8.69M | 4.9% | +4.5% | 0.372% | |
4/9/2025 | Marquette Asset Management LLC | 42,280 | $1.60M | 0.3% | -1.1% | 0.068% | |
4/9/2025 | Arlington Financial Advisors LLC | 161,572 | $6.12M | 1.1% | -5.1% | 0.262% | |
4/8/2025 | Boston Standard Wealth Management LLC | 41,251 | $1.57M | 0.3% | -2.5% | 0.067% | |
4/7/2025 | GAMMA Investing LLC | 89,122 | $33.74M | 0.0% | +6,114.9% | 0.144% | |
4/4/2025 | Legacy Private Trust Co. | 96,250 | $3.64M | 0.3% | -1.5% | 0.156% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 535,494 | $22.28M | 0.0% | -58.1% | 0.870% | |
2/19/2025 | WCG Wealth Advisors LLC | 187,945 | $7.82M | 0.5% | -1.1% | 0.305% | |
2/18/2025 | Pacific Center for Financial Services | 20,579 | $856K | 0.2% | -1.9% | 0.033% | |
I was wrong about Trump (Ad) I made a mistake.
A mistake I feel very foolish about.
After speaking with Donald Trump and some of his advisors, I believed him.
I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years.
But I was wrong. Let me show you exactly what we’re doing to prepare. |
2/18/2025 | Continuum Advisory LLC | 795 | $33K | 0.0% | +62.9% | 0.001% | |
2/17/2025 | Waverly Advisors LLC | 1,321,060 | $54.97M | 0.8% | -4.0% | 2.146% | |
2/17/2025 | Two Sigma Investments LP | 133,000 | $5.53M | 0.0% | +174.8% | 0.216% | |
2/17/2025 | Royal Bank of Canada | 691,179 | $28.76M | 0.0% | +3.7% | 1.123% | |
2/17/2025 | Quantinno Capital Management LP | 13,021 | $542K | 0.0% | +4.8% | 0.021% | |
2/17/2025 | Focus Partners Wealth | 127,394 | $5.30M | 0.0% | +1,505.5% | 0.207% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 7,105 | $296K | 0.0% | -17.0% | 0.012% | |
2/17/2025 | EP Wealth Advisors LLC | 11,256 | $468K | 0.0% | +55.1% | 0.018% | |
2/17/2025 | CoreCap Advisors LLC | 2,635 | $110K | 0.0% | +23.7% | 0.004% | |
2/17/2025 | Cresset Asset Management LLC | 10,379 | $432K | 0.0% | -14.7% | 0.017% | |