8/27/2025 | Orion Porfolio Solutions LLC | 14,192 | $1.13M | 0.0% | -14.8% | 0.048% | |
8/25/2025 | Silverlake Wealth Management LLC | 6,670 | $530K | 0.2% | +15.1% | 0.022% | |
8/19/2025 | Asset Dedication LLC | 222,564 | $17.68M | 1.3% | -1.5% | 0.751% | |
8/18/2025 | Geneos Wealth Management Inc. | 41,449 | $3.29M | 0.1% | +1.0% | 0.140% | |
8/15/2025 | Tower Research Capital LLC TRC | 3,532 | $281K | 0.0% | -75.2% | 0.012% | |
8/15/2025 | Corient Private Wealth LLC | 3,412 | $271K | 0.0% | N/A | 0.012% | |
8/15/2025 | Equitable Holdings Inc. | 323,016 | $25.66M | 0.2% | +11.2% | 1.089% | |
8/15/2025 | Florida Financial Advisors LLC | 17,300 | $1.38M | 0.5% | -26.6% | 0.058% | |
8/15/2025 | Captrust Financial Advisors | 31,577 | $2.51M | 0.0% | -2.6% | 0.106% | |
8/15/2025 | Visionary Wealth Advisors | 20,624 | $1.64M | 0.1% | +22.5% | 0.070% | |
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8/15/2025 | Smartleaf Asset Management LLC | 1,687 | $134K | 0.0% | +62.1% | 0.006% | |
8/15/2025 | Redwood Investment Management LLC | 4,357 | $346K | 0.0% | N/A | 0.015% | |
8/15/2025 | Orion Porfolio Solutions LLC | 14,192 | $1.13M | 0.0% | -14.8% | 0.048% | |
8/15/2025 | MML Investors Services LLC | 152,886 | $12.14M | 0.0% | +86.7% | 0.516% | |
8/15/2025 | IHT Wealth Management LLC | 196,259 | $15.59M | 0.4% | +3.8% | 0.662% | |
8/15/2025 | Great Valley Advisor Group Inc. | 19,994 | $1.59M | 0.0% | +3.3% | 0.067% | |
8/15/2025 | Garden State Investment Advisory Services LLC | 28,250 | $2.25M | 0.6% | -24.7% | 0.095% | |
8/15/2025 | EP Wealth Advisors LLC | 20,305 | $1.61M | 0.0% | -45.4% | 0.068% | |
8/15/2025 | Benjamin Edwards Inc. | 714,877 | $56.78M | 0.7% | +26.2% | 2.411% | |
8/15/2025 | Bank of America Corp DE | 89,687 | $7.12M | 0.0% | +31.5% | 0.302% | |
8/15/2025 | Acas LLC | 4,310 | $356K | 0.2% | -7.7% | 0.015% | |
8/15/2025 | Ameriprise Financial Inc. | 123,000 | $9.76M | 0.0% | +7.6% | 0.415% | |
8/14/2025 | Raymond James Financial Inc. | 73,872 | $5.87M | 0.0% | -1.1% | 0.249% | |
8/14/2025 | German American Bancorp Inc. | 2,567 | $204K | 0.0% | -9.1% | 0.009% | |
8/14/2025 | FAS Wealth Partners Inc. | 588,546 | $46.75M | 3.5% | +5.8% | 1.985% | |
8/14/2025 | NewEdge Advisors LLC | 5,915 | $470K | 0.0% | -7.5% | 0.020% | |
8/14/2025 | Acorn Wealth Advisors LLC | 4,433 | $352K | 0.1% | +9.2% | 0.015% | |
8/14/2025 | Prestige Wealth Management Group LLC | 99,136 | $7.87M | 1.6% | +2.1% | 0.334% | |
8/14/2025 | Cary Street Partners Financial LLC | 122,769 | $9.75M | 0.3% | -8.7% | 0.414% | |
8/13/2025 | Cary Street Partners Investment Advisory LLC | 15,746 | $1.25M | 0.6% | +12.6% | 0.053% | |
8/13/2025 | StoneX Group Inc. | 2,973 | $236K | 0.0% | N/A | 0.010% | |
8/13/2025 | Brown Advisory Inc. | 4,230 | $336K | 0.0% | -5.6% | 0.014% | |
8/13/2025 | IAG Wealth Partners LLC | 83,064 | $6.60M | 0.9% | +44.0% | 0.280% | |
8/13/2025 | WCG Wealth Advisors LLC | 92,410 | $7.34M | 0.5% | +4.2% | 0.312% | |
8/13/2025 | M&T Bank Corp | 3,090 | $245K | 0.0% | N/A | 0.010% | |
8/13/2025 | Balanced Wealth Group LLC | 152,171 | $12.21M | 5.3% | +7.5% | 0.513% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 53,576 | $4.26M | 0.0% | -3.0% | 0.181% | |
8/13/2025 | Stevens Capital Partners | 21,628 | $1.72M | 0.6% | -1.3% | 0.073% | |
8/13/2025 | Elevation Point Wealth Partners LLC | 9,100 | $723K | 0.1% | -33.8% | 0.031% | |
8/13/2025 | Wambolt & Associates LLC | 10,359 | $838K | 0.3% | -1.6% | 0.035% | |
The Coin That Could Define Trump’s Crypto Presidency (Ad) When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed.
While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.” Discover the coin that could define Trump’s crypto presidency. |
8/12/2025 | J.W. Cole Advisors Inc. | 5,176 | $411K | 0.0% | +38.4% | 0.017% | |
8/12/2025 | Financial Advocates Investment Management | 5,935 | $471K | 0.0% | +6.1% | 0.020% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 1,911 | $152K | 0.0% | +13.5% | 0.006% | |
8/12/2025 | Global Retirement Partners LLC | 12,953 | $1.03M | 0.0% | N/A | 0.044% | |
8/12/2025 | Titleist Asset Management LLC | 57,343 | $4.56M | 0.5% | N/A | 0.193% | |
8/12/2025 | MAI Capital Management | 17,623 | $1.40M | 0.0% | +26.6% | 0.059% | |
8/12/2025 | JPMorgan Chase & Co. | 22,208 | $1.76M | 0.0% | +42.0% | 0.075% | |
8/11/2025 | Wealthspire Advisors LLC | 19,727 | $1.57M | 0.0% | -4.0% | 0.066% | |
8/11/2025 | Perennial Investment Advisors LLC | 5,301 | $421K | 0.0% | -83.3% | 0.018% | |
8/11/2025 | Rockbridge Investment Management LCC | 88,202 | $7.01M | 0.8% | -5.2% | 0.294% | |
8/11/2025 | Portside Wealth Group LLC | 9,593 | $762K | 0.1% | -2.0% | 0.032% | |
8/11/2025 | Mosaic Family Wealth Partners LLC | 2,669 | $212K | 0.0% | N/A | 0.009% | |
8/11/2025 | Western Wealth Management LLC | 2,655 | $211K | 0.0% | -42.6% | 0.009% | |
8/8/2025 | Kingsview Wealth Management LLC | 25,487 | $2.02M | 0.0% | +3.8% | 0.085% | |
8/8/2025 | Avantax Advisory Services Inc. | 104,770 | $8.32M | 0.0% | +19.0% | 0.349% | |
8/8/2025 | Cetera Investment Advisers | 209,018 | $16.60M | 0.0% | -16.3% | 0.697% | |
8/8/2025 | Creative Planning | 19,093 | $1.52M | 0.0% | +1.6% | 0.064% | |
8/8/2025 | WealthShield Partners LLC | 90,842 | $7.22M | 0.9% | -0.8% | 0.303% | |
8/8/2025 | Meridian Wealth Management LLC | 5,579 | $443K | 0.0% | -2.6% | 0.019% | |
8/8/2025 | Wrapmanager Inc. | 8,031 | $638K | 0.2% | +4.6% | 0.027% | |
8/8/2025 | Ignite Planners LLC | 28,240 | $2.30M | 0.3% | +0.9% | 0.094% | |
8/8/2025 | Bailard Inc. | 48,289 | $3.84M | 0.1% | -1.9% | 0.161% | |
8/7/2025 | Allworth Financial LP | 12,785 | $1.02M | 0.0% | -7.6% | 0.043% | |
8/7/2025 | Fidelis Capital Partners LLC | 33,117 | $2.63M | 0.2% | +43.3% | 0.110% | |
8/7/2025 | PFG Advisors | 6,603 | $524K | 0.0% | -5.2% | 0.022% | |
8/6/2025 | AE Wealth Management LLC | 569,021 | $45.20M | 0.3% | +2.0% | 1.897% | |
8/6/2025 | Rialto Wealth Management LLC | 33,429 | $2.66M | 0.7% | -1.8% | 0.111% | |
8/6/2025 | Broadview Financial Management LLC | 8,580 | $682K | 0.5% | +3.5% | 0.029% | |
8/6/2025 | Texas Yale Capital Corp. | 9,100 | $723K | 0.0% | +38.4% | 0.030% | |
8/6/2025 | Able Wealth Management LLC | 5,402 | $429K | 0.2% | N/A | 0.018% | |
8/6/2025 | Convergence Financial LLC | 282,007 | $22.40M | 3.9% | +5.3% | 0.940% | |
8/5/2025 | Burney Co. | 2,586 | $205K | 0.0% | -24.2% | 0.009% | |
8/5/2025 | LTG Capital LLC | 14,876 | $1.18M | 1.0% | -2.5% | 0.050% | |
8/5/2025 | TIAA Trust National Association | 555,840 | $44.15M | 0.1% | -7.6% | 1.853% | |
8/5/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 3,372 | $268K | 0.0% | N/A | 0.011% | |
8/5/2025 | GHP Investment Advisors Inc. | 278,533 | $22.12M | 1.0% | +1.2% | 0.928% | |
8/4/2025 | IFG Advisory LLC | 9,444 | $750K | 0.0% | -46.9% | 0.031% | |
8/4/2025 | Atria Investments Inc | 9,580 | $761K | 0.0% | +12.6% | 0.032% | |
8/1/2025 | First National Trust Co | 358,855 | $28.50M | 1.1% | +5.2% | 1.196% | |
8/1/2025 | Centerpoint Advisors LLC | 3,774 | $300K | 0.1% | -3.8% | 0.013% | |
8/1/2025 | Koss Olinger Consulting LLC | 56,969 | $4.53M | 0.4% | -12.7% | 0.190% | |
8/1/2025 | American Financial & Tax Strategies Inc. | 14,092 | $1.12M | 0.6% | +1.8% | 0.047% | |
8/1/2025 | Envestnet Asset Management Inc. | 49,746 | $3.95M | 0.0% | -84.9% | 0.166% | |
7/31/2025 | Resonant Capital Advisors LLC | 7,073 | $562K | 0.0% | N/A | 0.024% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 19,441 | $1.54M | 0.0% | -21.6% | 0.065% | |
7/31/2025 | Sharper & Granite LLC | 6,800 | $557K | 0.2% | +3.5% | 0.023% | |
7/30/2025 | KPP Advisory Services LLC | 7,802 | $620K | 0.1% | +1.9% | 0.026% | |
7/30/2025 | Insight Advisors LLC PA | 6,898 | $548K | 0.1% | -3.1% | 0.023% | |
7/30/2025 | Freedom Investment Management Inc. | 59,743 | $4.75M | 0.4% | -0.7% | 0.199% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 4,271 | $339K | 0.0% | -28.1% | 0.014% | |
Trump’s national nightmare is here (Ad) Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II.
They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes. Watch the National Emergency broadcast here |
7/30/2025 | Brookstone Capital Management | 29,591 | $2.35M | 0.0% | -1.7% | 0.099% | |
7/30/2025 | Wallace Advisory Group LLC | 4,242 | $327K | 0.2% | -3.5% | 0.014% | |
7/30/2025 | Klingman & Associates LLC | 372,304 | $29.57M | 1.6% | +7.6% | 1.241% | |
7/30/2025 | Drive Wealth Management LLC | 3,565 | $283K | 0.1% | -6.2% | 0.012% | |
7/29/2025 | Salomon & Ludwin LLC | 17,870 | $1.46M | 0.1% | +11.9% | 0.060% | |
7/29/2025 | Chicago Partners Investment Group LLC | 48,575 | $4.03M | 0.1% | +3.4% | 0.162% | |
7/29/2025 | Goldstein Advisors LLC | 3,250 | $258K | 0.0% | +20.1% | 0.011% | |
7/29/2025 | Swmg LLC | 5,339 | $438K | 0.1% | -5.3% | 0.018% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 50,347 | $4.00M | 0.1% | -24.0% | 0.168% | |
7/29/2025 | May Barnhard Investments LLC | 70,934 | $5.63M | 2.6% | -4.5% | 0.236% | |