| 10/13/2026 | Fagan Associates Inc. | 74,216 | $13.78M | 1.6% | N/A | 2.196% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 13,965 | $2.58M | 0.0% | +9.6% | 0.369% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 1,978 | $365K | 0.0% | +6.6% | 0.060% | |
| 9/9/2026 | NewEdge Advisors LLC | 5,733 | $1.06M | 0.0% | +103.6% | 0.175% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 320 | $59K | 0.0% | N/A | 0.010% | |
| 8/23/2026 | Members Advisory Group LLC | 80,007 | $14.78M | 4.1% | -36.0% | 2.439% | |
| 8/12/2026 | C M Bidwell & Associates Ltd. | 3,494 | $299K | 0.1% | N/A | 0.107% | |
| 6/3/2026 | NewEdge Advisors LLC | 2,816 | $477K | 0.0% | N/A | 0.087% | |
| 5/19/2026 | NewEdge Advisors LLC | 2,816 | $477K | 0.0% | N/A | 0.087% | |
| 5/19/2026 | Bank of America Corp DE | 23,055 | $3.91M | 0.0% | -28.0% | 0.709% | |
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| 5/19/2026 | Arkadios Wealth Advisors | 4,370 | $741K | 0.0% | +25.7% | 0.134% | |
| 5/18/2026 | Royal Bank of Canada | 4,454 | $755K | 0.0% | +25.3% | 0.137% | |
| 5/14/2026 | Compound Planning Inc. | 6,910 | $1.17M | 0.0% | +7.7% | 0.213% | |
| 5/14/2026 | Modern Wealth Management LLC | 4,054 | $694K | 0.0% | -2.2% | 0.125% | |
| 5/13/2026 | Cetera Investment Advisers | 70,882 | $12.02M | 0.0% | +19.7% | 2.181% | |
| 5/5/2026 | Members Advisory Group LLC | 124,976 | $21.19M | 7.3% | +4.3% | 3.845% | |
| 5/5/2026 | Advisors Preferred LLC | 430 | $73K | 0.0% | +100.0% | 0.013% | |
| 5/5/2026 | Sanctuary Advisors LLC | 1,595 | $270K | 0.0% | +7.0% | 0.049% | |
| 5/5/2026 | Sigma Planning Corp | 1,957 | $332K | 0.0% | -2.8% | 0.060% | |
| 5/5/2026 | Nwam LLC | 15,413 | $2.61M | 0.2% | +2.0% | 0.474% | |
| 5/4/2026 | Bleakley Financial Group LLC | 38,566 | $6.54M | 0.1% | +6.3% | 1.187% | |
| 5/2/2026 | ARQ Wealth Advisors LLC | 16,994 | $2.88M | 0.5% | +25.3% | 0.523% | |
| 5/1/2026 | Fifth Third Bancorp | 1,604 | $272K | 0.0% | N/A | 0.049% | |
| 4/30/2026 | Kestra Advisory Services LLC | 2,109 | $358K | 0.0% | +42.3% | 0.065% | |
| 4/29/2026 | Integrated Advisors Network LLC | 4,883 | $828K | 0.0% | -15.1% | 0.151% | |
| 4/28/2026 | Meridian Investment Counsel Inc. | 10,221 | $1.73M | 0.4% | -1.0% | 0.316% | |
| 4/22/2026 | Onyx Bridge Wealth Group LLC | 47,654 | $8.08M | 0.9% | +9.1% | 1.475% | |
| 4/22/2026 | Systelligence LLC | 94,596 | $16.04M | 3.1% | -53.0% | 2.929% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 15,228 | $2.58M | 0.2% | -0.6% | 0.471% | |
| 4/17/2026 | AdvisorNet Financial Inc | 11,157 | $1.89M | 0.1% | -2.5% | 0.345% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 4,447 | $754K | 0.0% | -19.8% | 0.138% | |
| 2/19/2026 | Compound Planning Inc. | 6,415 | $1.07M | 0.0% | +5.7% | 0.212% | |
| 2/18/2026 | Onyx Bridge Wealth Group LLC | 43,662 | $7.28M | 0.8% | +5.1% | 1.441% | |
| 2/18/2026 | Obsidian Cio LLC | 1,726 | $288K | 0.3% | N/A | 0.057% | |
| 2/18/2026 | Garton & Associates Financial Advisors LLC | 614 | $102K | 0.1% | N/A | 0.020% | |
| 2/18/2026 | Main Street Financial Solutions LLC | 39,855 | $6.64M | 0.5% | -13.8% | 1.315% | |
| 2/18/2026 | IHT Wealth Management LLC | 3,752 | $625K | 0.0% | +19.5% | 0.124% | |
| 2/17/2026 | Cetera Investment Advisers | 59,202 | $9.87M | 0.0% | +49.6% | 1.954% | |
| 2/17/2026 | Equitable Holdings Inc. | 8,662 | $1.44M | 0.0% | +5.5% | 0.286% | |
| 2/17/2026 | Osaic Holdings Inc. | 26,488 | $4.42M | 0.0% | -19.0% | 0.874% | |
My next big call (under $1) (Ad) The obvious way to "bet on Trump" in crypto is the Trump memecoin. And right now it's back in the news, with a contest offering its biggest holders a seat at dinner with the President.
It's also about 97% below its peak.
Because a memecoin doesn't benefit from good policy. It benefits from attention. The real winners of a pro-crypto Washington are the projects with actual businesses underneath them. Ones that get more valuable as rules get clearer, institutions get comfortable, and more money flows into the market. Here's my #1 pick for the Trump crypto era. |
| 2/17/2026 | Asset Management Group Inc. | 12,780 | $2.13M | 0.3% | +1.4% | 0.422% | |
| 2/17/2026 | Royal Bank of Canada | 3,556 | $593K | 0.0% | +11.2% | 0.117% | |
| 2/16/2026 | Perryman Financial Advisory Inc. AD | 2,987 | $498K | 0.1% | N/A | 0.099% | |
| 2/16/2026 | MML Investors Services LLC | 1,602 | $267K | 0.0% | +27.3% | 0.053% | |
| 2/13/2026 | Kestra Advisory Services LLC | 1,482 | $247K | 0.0% | +14.5% | 0.049% | |
| 2/13/2026 | Arkadios Wealth Advisors | 3,477 | $580K | 0.0% | +38.6% | 0.115% | |
| 2/13/2026 | Wells Fargo & Company MN | 16,009 | $2.67M | 0.0% | +3.2% | 0.528% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 5,355 | $893K | 0.0% | -7.7% | 0.177% | |
| 2/11/2026 | LPL Financial LLC | 231,978 | $38.67M | 0.0% | +7.6% | 7.656% | |
| 2/11/2026 | Vise Technologies Inc. | 7,441 | $1.24M | 0.0% | N/A | 0.246% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 27,130 | $4.52M | 0.0% | +392.5% | 0.895% | |
| 2/9/2026 | Roundview Capital LLC | 19,283 | $3.21M | 0.2% | -1.5% | 0.636% | |
| 2/9/2026 | Bleakley Financial Group LLC | 36,280 | $6.05M | 0.1% | +9.4% | 1.197% | |
| 2/9/2026 | ARQ Wealth Advisors LLC | 13,558 | $2.26M | 0.6% | +31.5% | 0.447% | |
| 2/5/2026 | AlphaCore Capital LLC | 1,275 | $213K | 0.0% | N/A | 0.042% | |
| 2/4/2026 | Meridian Wealth Management LLC | 20,243 | $3.38M | 0.1% | +2.9% | 0.668% | |
| 2/4/2026 | Nwam LLC | 15,114 | $2.61M | 0.1% | +0.6% | 0.499% | |
| 2/2/2026 | Advisors Preferred LLC | 215 | $36K | 0.0% | -46.1% | 0.007% | |
| 1/30/2026 | Fagan Associates Inc. | 75,266 | $12.55M | 1.7% | +3.3% | 2.484% | |
| 1/29/2026 | UBS Group AG | 13,646 | $2.28M | 0.0% | +48.1% | 0.450% | |
| 1/29/2026 | Sanctuary Advisors LLC | 1,490 | $248K | 0.0% | -9.6% | 0.049% | |
| 1/27/2026 | Members Advisory Group LLC | 119,871 | $19.98M | 7.5% | +58.2% | 3.956% | |
| 1/26/2026 | Nations Financial Group Inc. IA ADV | 5,544 | $924K | 0.0% | -18.2% | 0.183% | |
| 1/26/2026 | CWM LLC | 762 | $127K | 0.0% | +17.4% | 0.025% | |
| 1/22/2026 | Systelligence LLC | 201,349 | $33.57M | 6.4% | -5.9% | 6.645% | |
| 1/20/2026 | Meridian Investment Counsel Inc. | 10,321 | $1.72M | 0.4% | -3.1% | 0.341% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 4,613 | $769K | 0.0% | -7.7% | 0.152% | |
| 1/15/2026 | Silver Oak Securities Incorporated | 15,322 | $2.57M | 0.2% | +13.6% | 0.506% | |
| 1/13/2026 | CoreCap Advisors LLC | 982 | $164K | 0.0% | +30.1% | 0.032% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 18,560 | $3.15M | 0.0% | +5.3% | 0.629% | |
| 11/25/2025 | ARQ Wealth Advisors LLC | 10,310 | $1.67M | 0.5% | +46.8% | 0.368% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 5,509 | $891K | 0.0% | -54.8% | 0.197% | |
| 11/17/2025 | Mercer Global Advisors Inc. ADV | 1,433 | $232K | 0.0% | +6.5% | 0.051% | |
| 11/17/2025 | Fagan Associates Inc. | 72,840 | $11.78M | 1.6% | +11.8% | 2.601% | |
| 11/17/2025 | Citadel Advisors LLC | 20,677 | $3.35M | 0.0% | +432.6% | 0.738% | |
| 11/17/2025 | Bank of America Corp DE | 32,722 | $5.29M | 0.0% | +1.3% | 1.169% | |
| 11/17/2025 | Ameriprise Financial Inc. | 1,901 | $308K | 0.0% | -94.4% | 0.068% | |
| 11/14/2025 | Raymond James Financial Inc. | 11,436 | $1.85M | 0.0% | -3.4% | 0.408% | |
| 11/14/2025 | Equitable Holdings Inc. | 8,209 | $1.33M | 0.0% | +2.8% | 0.293% | |
| 11/14/2025 | Comerica Bank | 2,174 | $352K | 0.0% | +198.2% | 0.078% | |
| 11/13/2025 | UBS Group AG | 9,217 | $1.49M | 0.0% | -1.0% | 0.329% | |
| 11/13/2025 | Baltimore Washington Financial Advisors Inc. | 74,515 | $12.05M | 0.5% | +6.0% | 2.661% | |
| 11/12/2025 | Integrated Advisors Network LLC | 5,749 | $930K | 0.0% | -3.4% | 0.205% | |
| 11/10/2025 | Thoroughbred Financial Services LLC | 5,014 | $811K | 0.1% | +1.3% | 0.179% | |
| 11/10/2025 | Compound Planning Inc. | 6,071 | $982K | 0.0% | -6.7% | 0.217% | |
| 11/10/2025 | Michels Family Financial LLC | 3,368 | $545K | 0.4% | -2.8% | 0.120% | |
| 11/10/2025 | Bleakley Financial Group LLC | 33,155 | $5.36M | 0.1% | -2.7% | 1.184% | |
| 11/10/2025 | Advisors Preferred LLC | 399 | $65K | 0.0% | N/A | 0.014% | |
| 11/6/2025 | Ameritas Advisory Services LLC | 320 | $52K | 0.0% | N/A | 0.011% | |
| 11/6/2025 | Onyx Bridge Wealth Group LLC | 41,534 | $6.72M | 0.7% | +65.8% | 1.483% | |
Trump's crypto bank just got approved (Ad) Last month I told investors that a Trump-backed crypto bank could be approved any day.
On August 14, it was. Federal regulators granted conditional approval to World Liberty Trust Company… a nationally chartered trust bank tied to the Trump family's crypto venture. Most investors still haven't processed what that means.
This bank exists to do one thing. Issue, redeem, custody and back USD1… the stablecoin that has now crossed $4 billion in circulation. The bank isn't operating yet. There are conditions to satisfy first… capital minimums, an audit manager, a sign-off on the business plan. Which means the money hasn't moved yet. Get my #1 coin for the Trump bull run. |
| 11/6/2025 | Stratos Wealth Partners LTD. | 4,998 | $809K | 0.0% | -53.7% | 0.179% | |
| 11/5/2025 | SPC Financial Inc. | 1,275 | $206K | 0.0% | N/A | 0.046% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 7,566 | $1.22M | 0.0% | -17.4% | 0.270% | |
| 11/4/2025 | Jones Financial Companies Lllp | 20,601 | $3.32M | 0.0% | +16.0% | 0.736% | |
| 11/4/2025 | Meridian Wealth Management LLC | 19,673 | $3.18M | 0.1% | +1.8% | 0.703% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 17,634 | $2.88M | 0.0% | +12.1% | 0.634% | |
| 10/28/2025 | Nations Financial Group Inc. IA ADV | 6,781 | $1.10M | 0.1% | -14.4% | 0.244% | |
| 10/23/2025 | Meridian Investment Counsel Inc. | 10,651 | $1.72M | 0.4% | -0.6% | 0.383% | |
| 10/22/2025 | North Star Investment Management Corp. | 1,000 | $162K | 0.0% | -11.5% | 0.036% | |
| 10/22/2025 | Members Advisory Group LLC | 75,758 | $12.26M | 4.3% | +0.3% | 2.725% | |