| 7/10/2026 | Camelot Technology Advisors Inc. | 16,839 | $737K | 0.5% | -13.4% | 0.085% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 28,547 | $1.25M | 0.0% | +2.5% | 0.143% | |
| 7/9/2026 | World Equity Group Inc. | 5,280 | $231K | 0.1% | N/A | 0.027% | |
| 7/9/2026 | Roan Capital Partners | 30,892 | $1.35M | 1.1% | +92.2% | 0.155% | |
| 7/8/2026 | Apella Capital LLC | 5,089 | $222K | 0.0% | -19.6% | 0.026% | |
| 7/8/2026 | Eclectic Associates Inc. ADV | 7,148 | $313K | 0.0% | -8.4% | 0.036% | |
| 7/7/2026 | Balefire LLC | 22,586 | $988K | 0.2% | +2.6% | 0.113% | |
| 7/6/2026 | Trilogy Capital Inc. | 14,038 | $614K | 0.0% | -6.0% | 0.071% | |
| 6/26/2026 | WealthPoint Financial LLC | 8,163 | $345K | 0.3% | +15.0% | 0.041% | |
| 6/4/2026 | Midwest Financial Network LLC | 10,224 | $432K | 0.3% | -49.1% | 0.051% | |
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| 6/3/2026 | NewEdge Advisors LLC | 68,677 | $2.90M | 0.0% | -0.4% | 0.343% | |
| 5/22/2026 | Segall Bryant & Hamill LLC | 8,811 | $386K | 0.0% | N/A | 0.044% | |
| 5/20/2026 | Arete Wealth Advisors LLC | 62,357 | $2.64M | 0.2% | +2.4% | 0.312% | |
| 5/19/2026 | Western Wealth Management LLC | 1,181 | $50K | 0.0% | N/A | 0.006% | |
| 5/19/2026 | NewEdge Advisors LLC | 19,386 | $819K | 0.0% | -71.9% | 0.097% | |
| 5/19/2026 | Strategic Investment Advisors MI | 2,537 | $107K | 0.0% | N/A | 0.013% | |
| 5/19/2026 | Arete Wealth Advisors LLC | 62,357 | $2.64M | 0.2% | +2.4% | 0.312% | |
| 5/18/2026 | Royal Bank of Canada | 6,425 | $271K | 0.0% | -12.8% | 0.032% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 6,995 | $295K | 0.0% | N/A | 0.035% | |
| 5/14/2026 | Gibbs Wealth Management | 38,251 | $1.62M | 0.2% | N/A | 0.191% | |
| 5/13/2026 | Cetera Investment Advisers | 550,392 | $23.24M | 0.0% | +0.3% | 2.752% | |
| 5/13/2026 | Signature Equity Partners LLC | 766 | $32K | 0.0% | N/A | 0.004% | |
| 5/13/2026 | Alesco Advisors LLC An ESL Co | 26,443 | $1.12M | 0.0% | -2.7% | 0.132% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 49,845 | $2.11M | 0.0% | -9.8% | 0.249% | |
| 5/7/2026 | Balefire LLC | 22,022 | $930K | 0.2% | +6.6% | 0.110% | |
| 5/6/2026 | Modera Wealth Management LLC | 107,234 | $4.53M | 0.1% | -22.3% | 0.536% | |
| 5/6/2026 | Assetmark Inc. | 450,749 | $19.04M | 0.0% | -2.0% | 2.254% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 1,269 | $54K | 0.0% | N/A | 0.006% | |
| 5/5/2026 | Sanctuary Advisors LLC | 28,546 | $1.21M | 0.0% | -10.8% | 0.143% | |
| 5/5/2026 | Sigma Planning Corp | 9,723 | $411K | 0.0% | +11.1% | 0.049% | |
| 5/4/2026 | Hibernia Wealth Partners LLC | 13,891 | $587K | 0.2% | +27.6% | 0.069% | |
| 5/2/2026 | Strategic Wealth Advisors LLC | 4,398 | $185K | 0.1% | -8.1% | 0.022% | |
| 5/2/2026 | Diversify Wealth Management LLC | 5,016 | $224K | 0.0% | N/A | 0.025% | |
| 5/1/2026 | Fifth Third Bancorp | 2,891 | $122K | 0.0% | N/A | 0.014% | |
| 5/1/2026 | Simplicity Wealth LLC | 45,262 | $1.91M | 0.1% | +22.7% | 0.226% | |
| 4/30/2026 | Kestra Advisory Services LLC | 18,033 | $762K | 0.0% | +105.9% | 0.090% | |
| 4/30/2026 | PCB Capital LLC | 6,275 | $265K | 0.4% | +6.7% | 0.031% | |
| 4/28/2026 | Ascentis Independent Advisors | 1,606 | $68K | 0.0% | -78.0% | 0.008% | |
| 4/28/2026 | Raleigh Capital Management Inc. | 35,118 | $1.48M | 0.5% | +3.7% | 0.176% | |
| 4/28/2026 | Walkner Condon Financial Advisors LLC | 20,856 | $881K | 0.1% | -3.7% | 0.104% | |
Do this before December or regret it (Ad) Porter Stansberry believes President Trump will use the December G20 Summit in Miami to unveil a radical monetary reset tied to executive order 14241 - one he says could draw a sharp dividing line between prepared investors and those left behind.
The last time America reset its money - under Nixon in the 1970s - it produced an average of 1,300 new millionaires per day for over 50 years. Stansberry's new documentary names a core group of assets he believes are positioned to surge as Trump's new dollar rolls out.
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| 4/27/2026 | Integrity Wealth Partners LLC | 5,553 | $235K | 0.2% | N/A | 0.028% | |
| 4/27/2026 | BIP Wealth LLC | 99,648 | $4.21M | 0.2% | -14.2% | 0.498% | |
| 4/27/2026 | USAdvisors Wealth Management LLC | 6,250 | $255K | 0.1% | -4.7% | 0.031% | |
| 4/27/2026 | Private Advisor Group LLC | 22,187 | $937K | 0.0% | -84.9% | 0.111% | |
| 4/25/2026 | Eagle Bluffs Wealth Management LLC | 105,668 | $4.46M | 1.7% | +1.0% | 0.528% | |
| 4/23/2026 | Apollon Wealth Management LLC | 12,264 | $518K | 0.0% | -12.8% | 0.061% | |
| 4/22/2026 | Aspire Private Capital LLC | 66,631 | $2.81M | 0.6% | -4.8% | 0.333% | |
| 4/21/2026 | Maridea Wealth Management LLC | 10,495 | $443K | 0.1% | -5.7% | 0.052% | |
| 4/20/2026 | Global Financial Private Client LLC | 18,577 | $785K | 0.3% | +6.2% | 0.093% | |
| 4/20/2026 | RFG Advisory LLC | 34,551 | $1.46M | 0.0% | -2.0% | 0.173% | |
| 4/18/2026 | Legacy Wealth Partners LLC | 19,930 | $842K | 0.2% | +8.6% | 0.100% | |
| 4/17/2026 | Total Clarity Wealth Management Inc. | 49,716 | $2.10M | 0.5% | -19.9% | 0.249% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 59,303 | $2.50M | 0.2% | +4.3% | 0.297% | |
| 4/17/2026 | Discipline Wealth Solutions LLC | 7,906 | $334K | 0.0% | -17.7% | 0.040% | |
| 4/17/2026 | Outlook Wealth Advisors LLC | 9,500 | $401K | 0.1% | -6.6% | 0.048% | |
| 4/16/2026 | Upper Left Wealth Management LLC | 30,103 | $1.27M | 0.8% | -7.3% | 0.151% | |
| 4/16/2026 | Balboa Wealth Partners | 6,039 | $255K | 0.0% | -5.6% | 0.030% | |
| 3/13/2026 | World Investment Advisors | 6,865 | $281K | 0.0% | N/A | 0.036% | |
| 3/9/2026 | Corient Private Wealth LLC | 15,201 | $622K | 0.0% | +45.7% | 0.079% | |
| 3/5/2026 | Gunpowder Capital Management LLC dba Oliver Wealth Management | 3,035 | $124K | 0.1% | N/A | 0.016% | |
| 3/4/2026 | Pure Financial Advisors LLC | 84,479 | $3.45M | 0.1% | -1.5% | 0.438% | |
| 2/19/2026 | WealthPoint Financial LLC | 7,099 | $290K | 0.3% | N/A | 0.037% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 17,233 | $704K | 0.0% | +21.2% | 0.089% | |
| 2/19/2026 | Corient Private Wealth LLC | 15,201 | $622K | 0.0% | +45.7% | 0.079% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 5,335 | $218K | 0.0% | -15.8% | 0.028% | |
| 2/18/2026 | NewEdge Advisors LLC | 68,961 | $2.82M | 0.0% | -2.8% | 0.357% | |
| 2/18/2026 | Empowered Funds LLC | 2,241 | $92K | 0.0% | N/A | 0.012% | |
| 2/18/2026 | Wellington Management Group LLP | 52,984 | $2.17M | 0.0% | +566.0% | 0.275% | |
| 2/17/2026 | Cetera Investment Advisers | 548,620 | $22.42M | 0.0% | +3.9% | 2.843% | |
| 2/17/2026 | Hilltop Holdings Inc. | 5,894 | $241K | 0.0% | -4.1% | 0.031% | |
| 2/17/2026 | Equitable Holdings Inc. | 110,036 | $4.50M | 0.0% | -51.4% | 0.570% | |
| 2/17/2026 | GeoWealth Management LLC | 15,387 | $629K | 0.0% | +2.0% | 0.080% | |
| 2/17/2026 | Osaic Holdings Inc. | 490,585 | $20.05M | 0.0% | -15.7% | 2.542% | |
| 2/17/2026 | Advisory Services Network LLC | 7,717 | $315K | 0.0% | +27.4% | 0.040% | |
| 2/17/2026 | Private Advisor Group LLC | 147,002 | $6.01M | 0.0% | +8.9% | 0.762% | |
| 2/17/2026 | Royal Bank of Canada | 7,372 | $301K | 0.0% | -16.6% | 0.038% | |
| 2/17/2026 | Blair William & Co. IL | 21,418 | $875K | 0.0% | +1.9% | 0.111% | |
| 2/17/2026 | Rothschild Wealth LLC | 17,161 | $701K | 0.1% | -2.2% | 0.089% | |
| 2/16/2026 | Tobias Financial Advisors Inc. | 99,058 | $4.05M | 0.6% | -0.9% | 0.513% | |
| 2/16/2026 | MML Investors Services LLC | 34,115 | $1.39M | 0.0% | +38.3% | 0.177% | |
| 2/16/2026 | Nicolet Advisory Services LLC | 4,910 | $208K | 0.0% | N/A | 0.025% | |
| 2/16/2026 | Eagle Bluffs Wealth Management LLC | 104,626 | $4.28M | 1.7% | +3.0% | 0.542% | |
| 2/13/2026 | Kestra Advisory Services LLC | 8,757 | $358K | 0.0% | +11.7% | 0.045% | |
| 2/13/2026 | CreativeOne Wealth LLC | 30,979 | $1.27M | 0.0% | +9.0% | 0.161% | |
| 2/13/2026 | Commerce Bank | 197,221 | $8.06M | 0.0% | -5.4% | 1.022% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 3,346 | $137K | 0.0% | +13.1% | 0.017% | |
| 2/13/2026 | Novus Advisors LLC | 17,270 | $706K | 1.6% | -1.3% | 0.089% | |
| 2/13/2026 | Landmark Wealth Management Inc. | 74,421 | $3.04M | 1.1% | +6.7% | 0.386% | |
| 2/13/2026 | Wells Fargo & Company MN | 339,958 | $13.89M | 0.0% | +1.4% | 1.761% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 30,848 | $1.26M | 0.0% | -8.7% | 0.160% | |
Elon's next move will be bigger than the IPO – and it could happen any day now (Ad) Hedge fund legend Larry Benedict - who delivered a 279% return on cash in 2025 and went on a 20-year winning streak - says the SpaceX IPO wasn't the main event. It was the trigger.
He's identified what he calls the 'Final Phase of Elon's Master Plan,' and one specific ticker he believes could see billions forced into it within days. It's not SpaceX, Tesla, or any company you'd associate with Elon Musk. Larry is revealing the ticker free today. Watch Larry Benedict's presentation and get the one ticker now |
| 2/12/2026 | Commonwealth Equity Services LLC | 80,655 | $3.30M | 0.0% | +3.0% | 0.418% | |
| 2/12/2026 | Richard W. Paul & Associates LLC | 2,863 | $117K | 0.0% | -9.8% | 0.015% | |
| 2/12/2026 | Betterment LLC | 10,787 | $441K | 0.0% | +8.9% | 0.056% | |
| 2/12/2026 | Wilmington Savings Fund Society FSB | 557,131 | $22.76M | 0.5% | +5.6% | 2.887% | |
| 2/12/2026 | Hibernia Wealth Partners LLC | 10,885 | $445K | 0.1% | +96.7% | 0.056% | |
| 2/12/2026 | Principal Securities Inc. | 10,201 | $417K | 0.0% | +171.7% | 0.053% | |
| 2/11/2026 | Empowered Funds LLC | 2,241 | $92K | 0.0% | N/A | 0.012% | |
| 2/11/2026 | Brand Asset Management Group Inc. | 16,643 | $680K | 0.2% | -7.0% | 0.086% | |
| 2/11/2026 | TIAA Trust National Association | 364,087 | $14.88M | 0.0% | +10.8% | 1.886% | |
| 2/11/2026 | LPL Financial LLC | 1,220,704 | $49.88M | 0.0% | -3.2% | 6.325% | |