| 6/3/2026 | NewEdge Advisors LLC | 184,242 | $17.07M | 0.1% | -1.7% | 0.545% | |
| 5/28/2026 | Maripau Wealth Management LLC | 2,707 | $251K | 0.1% | -14.2% | 0.008% | |
| 5/20/2026 | SOA Wealth Advisors LLC. | 32,109 | $2.98M | 0.3% | -1.8% | 0.095% | |
| 5/19/2026 | GTS Financial LLC | 69,506 | $6.44M | 4.7% | N/A | 0.206% | |
| 5/19/2026 | Bank of America Corp DE | 242,091 | $22.44M | 0.0% | +2.0% | 0.716% | |
| 5/19/2026 | Arkadios Wealth Advisors | 146,271 | $13.56M | 0.2% | +3.1% | 0.433% | |
| 5/18/2026 | Royal Bank of Canada | 119,482 | $11.07M | 0.0% | +8.5% | 0.353% | |
| 5/16/2026 | Quantinno Capital Management LP | 7,323 | $679K | 0.0% | -1.8% | 0.022% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 11,891 | $1.10M | 0.0% | N/A | 0.035% | |
| 5/15/2026 | Waverly Advisors LLC | 210,040 | $19.46M | 0.1% | +2.1% | 0.621% | |
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| 5/14/2026 | Compound Planning Inc. | 47,018 | $4.36M | 0.1% | +467.0% | 0.139% | |
| 5/14/2026 | Gibbs Wealth Management | 6,745 | $625K | 0.1% | N/A | 0.020% | |
| 5/14/2026 | Lido Advisors LLC | 966,581 | $89.57M | 0.3% | -0.7% | 2.860% | |
| 5/13/2026 | Cetera Investment Advisers | 239,314 | $22.18M | 0.0% | -9.0% | 0.708% | |
| 5/13/2026 | Signature Equity Partners LLC | 1,006 | $93K | 0.0% | -20.1% | 0.003% | |
| 5/13/2026 | Arvest Bank Trust Division | 5,372 | $498K | 0.0% | N/A | 0.016% | |
| 5/13/2026 | First Citizens Bank & Trust Co. | 5,928,034 | $549.35M | 9.6% | -0.9% | 17.539% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 12,344 | $1.14M | 0.0% | -10.0% | 0.037% | |
| 5/8/2026 | JSF Financial LLC | 279,803 | $25.93M | 5.1% | +2.0% | 0.828% | |
| 5/6/2026 | FSA Advisors Inc. | 5,455 | $505K | 0.3% | N/A | 0.016% | |
| 5/6/2026 | Bessemer Group Inc. | 660 | $61K | 0.0% | N/A | 0.002% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 8,597 | $797K | 0.0% | -6.7% | 0.025% | |
| 5/5/2026 | Sanctuary Advisors LLC | 163,873 | $15.19M | 0.1% | +10.1% | 0.485% | |
| 5/5/2026 | Sigma Planning Corp | 3,108 | $288K | 0.0% | -18.0% | 0.009% | |
| 5/4/2026 | Bryn Mawr Trust Advisors LLC | 242,458 | $22.47M | 1.1% | -6.0% | 0.717% | |
| 5/4/2026 | Vantage Point Financial LLC | 4,407 | $408K | 0.1% | -2.4% | 0.013% | |
| 5/2/2026 | International Assets Investment Management LLC | 587 | $55K | 0.0% | N/A | 0.002% | |
| 5/1/2026 | Fifth Third Bancorp | 9,103 | $844K | 0.0% | +36.6% | 0.027% | |
| 5/1/2026 | Simplicity Wealth LLC | 108,334 | $10.04M | 0.6% | +10.1% | 0.319% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 2,453 | $227K | 0.0% | N/A | 0.007% | |
| 4/30/2026 | CFS Investment Advisory Services LLC | 16,845 | $1.65M | 0.1% | -2.5% | 0.050% | |
| 4/29/2026 | Horst & Graben Wealth Management LLC | 131,180 | $12.92M | 1.8% | -1.3% | 0.386% | |
| 4/29/2026 | Centerpoint Advisory Group | 18,731 | $1.74M | 1.3% | +13.3% | 0.055% | |
| 4/28/2026 | FLP Wealth Management LLC | 11,771 | $1.09M | 1.8% | +10.4% | 0.035% | |
| 4/28/2026 | B.O.S.S. Retirement Advisors LLC | 19,054 | $1.77M | 0.5% | -12.7% | 0.056% | |
| 4/27/2026 | Arcadia Wealth Management LLC | 13,984 | $1.30M | 0.5% | -3.2% | 0.039% | |
| 4/27/2026 | Baer Investment Advisory LLC | 8,193 | $759K | 0.1% | N/A | 0.023% | |
| 4/27/2026 | World Investment Advisors | 37,141 | $3.44M | 0.1% | -2.5% | 0.102% | |
| 4/27/2026 | Private Advisor Group LLC | 182,516 | $16.91M | 0.1% | +451.0% | 0.503% | |
| 4/27/2026 | Sound Income Strategies LLC | 1,130 | $105K | 0.0% | +12.2% | 0.003% | |
Trump’s New Currency Reset (Ad) Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 is orchestrating what analyst Porter Stansberry calls a total U.S. money reset, bypassing conventional legal channels under the guise of national security.
The last time America reset its currency - under Nixon in the 1970s - it created an average of 1,300 new millionaires a day for over 50 years. Stansberry has identified three asset categories connected to Trump's initiative that could surge, plus his single top investment move. Watch the documentary briefing and find out which side you land on |
| 4/24/2026 | SMART Wealth LLC | 8,959 | $830K | 0.2% | +2.6% | 0.024% | |
| 4/23/2026 | Networth Advisors LLC | 5,849 | $542K | 0.4% | -6.2% | 0.015% | |
| 4/22/2026 | Sterling Capital Management LLC | 236,530 | $21.92M | 0.4% | +21.8% | 0.628% | |
| 4/22/2026 | FLP Wealth Management LLC | 10,101 | $936K | 1.4% | +8.9% | 0.027% | |
| 4/22/2026 | FWG Investments LLC. | 29,429 | $2.73M | 1.7% | -4.3% | 0.078% | |
| 4/21/2026 | Decker Retirement Planning Inc. | 12,636 | $1.17M | 0.5% | +3.6% | 0.034% | |
| 4/21/2026 | LifeWealth Investments LLC | 228,555 | $21.18M | 6.3% | +18.0% | 0.607% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 182,574 | $16.92M | 0.2% | +0.4% | 0.485% | |
| 4/20/2026 | KFA Private Wealth Group LLC | 5,137 | $476K | 0.1% | +90.0% | 0.014% | |
| 4/20/2026 | Blue Trust Inc. | 2,372 | $220K | 0.0% | -25.1% | 0.006% | |
| 4/20/2026 | Fifth Third Wealth Advisors LLC | 34,175 | $3.17M | 0.1% | +39.6% | 0.091% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 19,116 | $1.77M | 0.1% | -2.6% | 0.051% | |
| 4/17/2026 | AdvisorNet Financial Inc | 1,175 | $109K | 0.0% | -20.3% | 0.003% | |
| 4/17/2026 | SVB Wealth LLC | 459,948 | $42.62M | 2.8% | -9.5% | 1.222% | |
| 4/17/2026 | First Citizens Asset Management Inc. | 513,728 | $47.61M | 16.9% | +5.4% | 1.364% | |
| 4/16/2026 | Triad Wealth Partners LLC | 13,972 | $1.30M | 0.1% | N/A | 0.037% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 20,080 | $1.85M | 0.0% | -1.0% | 0.051% | |
| 3/13/2026 | World Investment Advisors | 38,078 | $3.50M | 0.1% | N/A | 0.097% | |
| 2/19/2026 | Compound Planning Inc. | 8,293 | $762K | 0.0% | N/A | 0.021% | |
| 2/18/2026 | First Citizens Bank & Trust Co. | 5,983,534 | $549.65M | 9.5% | +1.3% | 15.245% | |
| 2/18/2026 | NewEdge Advisors LLC | 187,453 | $17.22M | 0.1% | +12.6% | 0.478% | |
| 2/18/2026 | Claro Advisors Inc. | 9,945 | $914K | 0.1% | +21.9% | 0.025% | |
| 2/18/2026 | Align Financial LLC | 428,343 | $42.83M | 0.2% | N/A | 1.091% | |
| 2/17/2026 | AQR Capital Management LLC | 5,862 | $538K | 0.0% | +55.6% | 0.015% | |
| 2/17/2026 | EFG International AG | 1,110 | $102K | 0.0% | N/A | 0.003% | |
| 2/17/2026 | Cetera Investment Advisers | 263,019 | $24.16M | 0.0% | +399.7% | 0.670% | |
| 2/17/2026 | Equitable Holdings Inc. | 7,552 | $694K | 0.0% | -8.6% | 0.019% | |
| 2/17/2026 | GeoWealth Management LLC | 2,190 | $201K | 0.0% | N/A | 0.006% | |
| 2/17/2026 | Osaic Holdings Inc. | 113,899 | $10.46M | 0.0% | +1,807.2% | 0.290% | |
| 2/17/2026 | Private Advisor Group LLC | 33,123 | $3.04M | 0.0% | +89.2% | 0.084% | |
| 2/17/2026 | Clark Capital Management Group Inc. | 722,045 | $66.33M | 0.4% | N/A | 1.840% | |
| 2/17/2026 | Royal Bank of Canada | 110,130 | $10.12M | 0.0% | -4.3% | 0.281% | |
| 2/16/2026 | MML Investors Services LLC | 132,439 | $12.17M | 0.0% | +193.8% | 0.337% | |
| 2/16/2026 | Mariner LLC | 50,183 | $4.61M | 0.0% | -5.5% | 0.128% | |
| 2/16/2026 | Brown Advisory Inc. | 18,412 | $1.69M | 0.0% | N/A | 0.047% | |
| 2/13/2026 | Kestra Advisory Services LLC | 4,501 | $413K | 0.0% | +81.6% | 0.011% | |
| 2/13/2026 | CreativeOne Wealth LLC | 3,514 | $323K | 0.0% | +3.7% | 0.009% | |
| 2/13/2026 | Stifel Financial Corp | 10,921 | $1.00M | 0.0% | +3.0% | 0.028% | |
| 2/13/2026 | Advyzon Investment Management LLC | 6,015 | $553K | 0.1% | N/A | 0.015% | |
| 2/13/2026 | Veridan Wealth LLC | 66,858 | $6.14M | 2.1% | +0.7% | 0.170% | |
| 2/13/2026 | Arkadios Wealth Advisors | 141,935 | $13.04M | 0.3% | +2,226.0% | 0.362% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 50,543 | $4.64M | 0.1% | +54.5% | 0.129% | |
| 2/13/2026 | Granville Capital Inc. | 30,778 | $2.83M | 1.5% | N/A | 0.078% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 18,551 | $1.70M | 0.1% | +58.9% | 0.047% | |
| 2/13/2026 | Ieq Capital LLC | 3,277 | $301K | 0.0% | N/A | 0.008% | |
| 2/13/2026 | First National Bank of Omaha | 18,226 | $1.69M | 0.0% | N/A | 0.046% | |
| 2/13/2026 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,182 | $109K | 0.0% | N/A | 0.003% | |
| 2/13/2026 | Wells Fargo & Company MN | 132,660 | $12.19M | 0.0% | -1.3% | 0.338% | |
| 2/12/2026 | HRT Financial LP | 6,009 | $551K | 0.0% | N/A | 0.015% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 361,960 | $33.25M | 0.2% | N/A | 0.922% | |
They proved it worked in '76. Then buried it. (Ad) In 1976, Chevron, Unocal, and Texaco each confirmed the same energy technology worked - no fuel costs, no carbon, no supply chain. All three killed their projects because it threatened their core business.
Now one company has spent sixty years developing what Big Oil refused to touch. Google just signed a 15-year contract, Bill Gates wrote a $100 million check, and on July 4th the government hands it a competitive edge no other energy source receives. See the company that spent 60 years perfecting what Big Oil buried |
| 2/12/2026 | Financial Engines Advisors L.L.C. | 2,744 | $252K | 0.0% | +8.7% | 0.007% | |
| 2/12/2026 | Index Technologies Group LLC | 6,874 | $631K | 0.7% | N/A | 0.018% | |
| 2/12/2026 | Quantum Portfolio Management LLC | 8,364 | $768K | 0.3% | -24.9% | 0.021% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 58,073 | $5.34M | 0.0% | -3.9% | 0.148% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 1,863 | $171K | 0.0% | +92.5% | 0.005% | |
| 2/12/2026 | CIBC Private Wealth Group LLC | 15,885 | $1.46M | 0.0% | -1.4% | 0.040% | |
| 2/12/2026 | Wilmington Savings Fund Society FSB | 505,899 | $46.47M | 1.1% | +3.8% | 1.289% | |
| 2/12/2026 | Principal Securities Inc. | 220,752 | $20.28M | 0.3% | +229,850.0% | 0.562% | |
| 2/11/2026 | Howard Bailey Securities LLC | 191,245 | $17.57M | 6.9% | +29.8% | 0.487% | |
| 2/11/2026 | Cerity Partners LLC | 3,101 | $285K | 0.0% | +17.4% | 0.008% | |