8/15/2025 | MML Investors Services LLC | 74,745 | $1.62M | 0.0% | +6.7% | 0.368% | |
8/15/2025 | Benjamin Edwards Inc. | 33,305 | $721K | 0.0% | -3.4% | 0.164% | |
8/15/2025 | Bank of America Corp DE | 38,320 | $830K | 0.0% | +2.0% | 0.189% | |
8/14/2025 | MGB Wealth Management LLC | 21,167 | $457K | 0.2% | +19.8% | 0.104% | |
8/14/2025 | Raymond James Financial Inc. | 58,794 | $1.27M | 0.0% | +16.3% | 0.290% | |
8/13/2025 | Invesco Ltd. | 237,886 | $5.15M | 0.0% | +0.9% | 1.172% | |
8/13/2025 | Beacon Pointe Advisors LLC | 45,377 | $983K | 0.0% | -1.7% | 0.224% | |
8/11/2025 | TSP Capital Management Group LLC | 86,411 | $1.87M | 0.6% | -1.6% | 0.426% | |
8/8/2025 | Kingsview Wealth Management LLC | 15,306 | $332K | 0.0% | N/A | 0.075% | |
8/8/2025 | Cetera Investment Advisers | 100,753 | $2.18M | 0.0% | +4.1% | 0.496% | |
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8/7/2025 | Montag A & Associates Inc. | 9,217 | $200K | 0.0% | -32.7% | 0.045% | |
8/7/2025 | BHK Investment Advisors LLC | 362,189 | $7.85M | 3.1% | +9.2% | 1.784% | |
8/1/2025 | Envestnet Asset Management Inc. | 26,504 | $574K | 0.0% | +4.2% | 0.131% | |
7/31/2025 | Whipplewood Advisors LLC | 2,613 | $57K | 0.0% | +773.9% | 0.013% | |
7/29/2025 | Curbstone Financial Management Corp | 297,728 | $6.45M | 1.3% | -3.7% | 1.467% | |
7/25/2025 | Atria Wealth Solutions Inc. | 61,418 | $1.33M | 0.0% | +1.5% | 0.303% | |
7/21/2025 | Ameritas Advisory Services LLC | 2,137 | $46K | 0.0% | N/A | 0.011% | |
7/17/2025 | Janney Montgomery Scott LLC | 103,609 | $2.24M | 0.0% | +4.2% | 0.510% | |
7/16/2025 | ST Germain D J Co. Inc. | 18,105 | $392K | 0.0% | +57.0% | 0.089% | |
7/11/2025 | Farther Finance Advisors LLC | 20,814 | $451K | 0.0% | N/A | 0.103% | |
7/10/2025 | Secure Asset Management LLC | 176,900 | $3.83M | 0.7% | +4.2% | 0.871% | |
7/7/2025 | Global Wealth Strategies & Associates | 226,071 | $4.90M | 1.4% | +3.3% | 1.114% | |
5/19/2025 | Smith Asset Management Co. LLC | 217,070 | $5.09M | 4.8% | N/A | 1.069% | |
5/16/2025 | Jones Financial Companies Lllp | 22,217 | $521K | 0.0% | +703.5% | 0.109% | |
5/16/2025 | NewEdge Advisors LLC | 24,295 | $569K | 0.0% | -7.0% | 0.120% | |
5/14/2025 | PKS Advisory Services LLC | 9,607 | $225K | 0.1% | N/A | 0.047% | |
5/12/2025 | Invesco Ltd. | 235,814 | $5.53M | 0.0% | +39.1% | 1.162% | |
5/12/2025 | Benjamin Edwards Inc. | 34,462 | $808K | 0.0% | -2.0% | 0.170% | |
5/9/2025 | MGB Wealth Management LLC | 17,674 | $397K | 0.1% | N/A | 0.087% | |
5/8/2025 | Commerce Bank | 42,997 | $1.01M | 0.0% | -22.7% | 0.212% | |
5/6/2025 | Cetera Investment Advisers | 96,799 | $2.27M | 0.0% | -1.3% | 0.477% | |
5/5/2025 | IFP Advisors Inc | 9,801 | $230K | 0.0% | -38.7% | 0.048% | |
5/2/2025 | Graypoint LLC | 23,980 | $562K | 0.0% | +2.4% | 0.118% | |
5/1/2025 | BHK Investment Advisors LLC | 331,750 | $7.78M | 3.3% | -6.2% | 1.634% | |
4/30/2025 | Round Rock Advisors LLC | 40,979 | $961K | 0.2% | +117.5% | 0.202% | |
4/29/2025 | Envestnet Asset Management Inc. | 25,435 | $596K | 0.0% | -12.4% | 0.125% | |
4/28/2025 | DAVENPORT & Co LLC | 12,334 | $289K | 0.0% | -24.5% | 0.061% | |
4/24/2025 | Wolff Financial Management LLC | 9,221 | $216K | 0.1% | N/A | 0.045% | |
4/23/2025 | GHP Investment Advisors Inc. | 1,083 | $25K | 0.0% | N/A | 0.005% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 84,874 | $1.99M | 0.0% | +6.1% | 0.418% | |
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4/17/2025 | Janney Montgomery Scott LLC | 99,408 | $2.33M | 0.0% | N/A | 0.490% | |
4/16/2025 | Sky Investment Group LLC | 169,939 | $3.98M | 0.7% | -0.3% | 0.837% | |
4/10/2025 | Secure Asset Management LLC | 169,838 | $3.98M | 0.8% | -2.8% | 0.837% | |
4/9/2025 | ST Germain D J Co. Inc. | 11,535 | $270K | 0.0% | -35.6% | 0.057% | |
4/9/2025 | Future Financial Wealth Managment LLC | 47,885 | $1.12M | 0.8% | -3.5% | 0.236% | |
4/8/2025 | Dumont & Blake Investment Advisors LLC | 10,163 | $238K | 0.1% | -78.0% | 0.050% | |
4/2/2025 | Global Wealth Strategies & Associates | 218,759 | $5.13M | 1.6% | N/A | 1.078% | |
2/17/2025 | Focus Partners Wealth | 22,107 | $451K | 0.0% | -15.2% | 0.109% | |
2/17/2025 | Fiduciary Trust Co | 9,986 | $204K | 0.0% | N/A | 0.049% | |
2/17/2025 | Cetera Investment Advisers | 98,054 | $2.00M | 0.0% | +8.3% | 0.483% | |
2/17/2025 | Bank of America Corp DE | 33,917 | $691K | 0.0% | +108.3% | 0.167% | |
2/17/2025 | Benjamin Edwards Inc. | 35,171 | $717K | 0.0% | +16.3% | 0.173% | |
2/14/2025 | Commerce Bank | 55,655 | $1.13M | 0.0% | -23.6% | 0.274% | |
2/13/2025 | NewEdge Advisors LLC | 26,112 | $532K | 0.0% | -19.3% | 0.129% | |
2/13/2025 | Raymond James Financial Inc. | 50,370 | $1.03M | 0.0% | N/A | 0.248% | |
2/13/2025 | Invesco Ltd. | 169,551 | $3.46M | 0.0% | +1.8% | 0.835% | |
2/13/2025 | Envestnet Asset Management Inc. | 29,040 | $592K | 0.0% | +56.3% | 0.143% | |
2/13/2025 | Wells Fargo & Company MN | 5,852 | $119K | 0.0% | -42.3% | 0.029% | |
2/12/2025 | StoneX Group Inc. | 10,020 | $204K | 0.0% | N/A | 0.049% | |
2/11/2025 | LPL Financial LLC | 13,016 | $265K | 0.0% | +21.7% | 0.064% | |
2/10/2025 | Commonwealth Equity Services LLC | 73,321 | $1.49M | 0.0% | -6.5% | 0.361% | |
2/6/2025 | Raymond James Financial Inc. | 50,370 | $1.03M | 0.0% | N/A | 0.248% | |
2/6/2025 | Jones Financial Companies Lllp | 2,765 | $56K | 0.0% | +112.4% | 0.014% | |
2/5/2025 | Whipplewood Advisors LLC | 17,530 | $357K | 0.2% | N/A | 0.086% | |
2/4/2025 | BHK Investment Advisors LLC | 353,808 | $7.21M | 2.7% | +1.4% | 1.743% | |
2/4/2025 | IFP Advisors Inc | 16,000 | $326K | 0.0% | N/A | 0.079% | |
1/31/2025 | Atria Wealth Solutions Inc. | 60,426 | $1.23M | 0.0% | +3.4% | 0.298% | |
1/31/2025 | Sanctuary Advisors LLC | 9,862 | $206K | 0.0% | N/A | 0.049% | |
1/30/2025 | TSP Capital Management Group LLC | 87,293 | $1.78M | 0.6% | -0.7% | 0.430% | |
1/27/2025 | Consolidated Portfolio Review Corp | 10,102 | $206K | 0.0% | N/A | 0.050% | |
1/24/2025 | Round Rock Advisors LLC | 18,838 | $384K | 0.1% | N/A | 0.093% | |
1/24/2025 | DAVENPORT & Co LLC | 16,334 | $333K | 0.0% | -14.0% | 0.080% | |
1/22/2025 | Curbstone Financial Management Corp | 308,904 | $6.30M | 1.3% | -0.4% | 1.522% | |
1/17/2025 | Secure Asset Management LLC | 174,641 | $3.56M | 0.5% | +8.0% | 0.860% | |
1/10/2025 | ST Germain D J Co. Inc. | 17,925 | $365K | 0.0% | +49.6% | 0.088% | |
11/25/2024 | World Investment Advisors LLC | 20,558 | $410K | 0.0% | N/A | 0.101% | |
11/15/2024 | MML Investors Services LLC | 30,704 | $612K | 0.0% | +119.4% | 0.151% | |
11/15/2024 | Benjamin Edwards Inc. | 30,248 | $603K | 0.0% | N/A | 0.149% | |
11/8/2024 | Commerce Bank | 72,820 | $1.45M | 0.0% | +426.7% | 0.359% | |
10/28/2024 | US Bancorp DE | 18,288 | $364K | 0.0% | -12.4% | 0.090% | |
10/23/2024 | Mayfair Advisory Group LLC | 10,983 | $224K | 0.1% | N/A | 0.054% | |
10/23/2024 | Dumont & Blake Investment Advisors LLC | 46,124 | $919K | 0.2% | -50.0% | 0.227% | |
10/21/2024 | Sky Investment Group LLC | 170,489 | $3.40M | 0.6% | +3.0% | 0.840% | |
10/16/2024 | Secure Asset Management LLC | 161,631 | $3.22M | 0.5% | +7.5% | 0.796% | |
10/8/2024 | Future Financial Wealth Managment LLC | 49,619 | $989K | 0.7% | +1.7% | 0.244% | |
10/3/2024 | Curbstone Financial Management Corp | 310,004 | $6.18M | 1.3% | -12.0% | 1.527% | |
8/22/2024 | Cetera Investment Advisers | 85,579 | $1.59M | 0.0% | +40.3% | 0.422% | |
7/31/2024 | Commonwealth Equity Services LLC | 78,523 | $1.46M | 0.0% | -1.0% | 0.387% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 62,116 | $1.16M | 0.0% | +21.9% | 0.306% | |
7/24/2024 | Secure Asset Management LLC | 150,358 | $2.80M | 0.5% | N/A | 0.741% | |
When the levee breaks (Ad) The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was projected. According to Porter Stansberry, this is panic-level borrowing… and a clear sign we’re nearing America’s financial breaking point.
In his latest emergency briefing, Porter outlines why the cracks in our system are widening fast—and how Trump’s policies may be accelerating the collapse. More importantly, he reveals three moves you can make now to protect and potentially grow your wealth before the levee breaks. Click here to watch the urgent broadcast and get ahead of what’s coming. |
7/22/2024 | Atria Wealth Solutions Inc. | 142,507 | $2.65M | 0.0% | +7.1% | 0.702% | |
7/16/2024 | Sky Investment Group LLC | 165,464 | $3.08M | 0.6% | -0.5% | 0.815% | |
7/3/2024 | Curbstone Financial Management Corp | 352,454 | $6.56M | 1.4% | -3.6% | 1.736% | |
5/15/2024 | Linscomb Wealth Inc. | 10,500 | $180K | 0.0% | N/A | 0.052% | |
5/9/2024 | BHK Investment Advisors LLC | 366,629 | $6.30M | 2.4% | +66.7% | 1.806% | |
4/30/2024 | Commonwealth Equity Services LLC | 79,323 | $1.36M | 0.0% | -1.5% | 0.391% | |
4/26/2024 | YHB Investment Advisors Inc. | 2,000 | $34K | 0.0% | N/A | 0.010% | |
4/23/2024 | Sky Investment Group LLC | 166,214 | $2.86M | 0.5% | -3.0% | 0.819% | |
4/22/2024 | PFG Investments LLC | 10,474 | $180K | 0.0% | N/A | 0.052% | |
4/15/2024 | Future Financial Wealth Managment LLC | 45,659 | $785K | 0.6% | -4.3% | 0.225% | |