| 7/10/2026 | Accel Wealth Management | 32,812 | $915K | 0.2% | -8.8% | 0.049% | |
| 7/10/2026 | JFS Wealth Advisors LLC | 14,147 | $394K | 0.0% | +6.0% | 0.021% | |
| 7/10/2026 | Charles Schwab Trust Co | 72,375 | $2.02M | 0.1% | -1.7% | 0.108% | |
| 7/10/2026 | KWB Wealth | 85,697 | $2.39M | 0.2% | -2.6% | 0.128% | |
| 7/9/2026 | Revolve Wealth Partners LLC | 17,471 | $487K | 0.1% | -4.1% | 0.026% | |
| 7/9/2026 | Breakwater Capital Group | 26,308 | $733K | 0.1% | +19.2% | 0.039% | |
| 7/2/2026 | MassMutual Private Wealth & Trust FSB | 72,610 | $2.02M | 0.1% | -1.6% | 0.108% | |
| 6/3/2026 | NewEdge Advisors LLC | 54,388 | $1.46M | 0.0% | +5.2% | 0.079% | |
| 5/29/2026 | Asset Dedication LLC | 10,560 | $284K | 0.0% | -3.5% | 0.015% | |
| 5/19/2026 | Western Wealth Management LLC | 1,200 | $32K | 0.0% | N/A | 0.002% | |
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| 5/19/2026 | Bank of America Corp DE | 1,686,830 | $45.39M | 0.0% | +6.1% | 2.464% | |
| 5/18/2026 | Rivernorth Capital Management LLC | 58,576 | $1.58M | 0.1% | +5.4% | 0.086% | |
| 5/18/2026 | Royal Bank of Canada | 196,406 | $5.29M | 0.0% | -1.5% | 0.287% | |
| 5/16/2026 | Quantinno Capital Management LP | 30,961 | $833K | 0.0% | +8.1% | 0.045% | |
| 5/15/2026 | Waverly Advisors LLC | 76,212 | $2.05M | 0.0% | -7.1% | 0.111% | |
| 5/14/2026 | Lido Advisors LLC | 14,461 | $389K | 0.0% | +26.3% | 0.021% | |
| 5/13/2026 | Cetera Investment Advisers | 336,805 | $9.06M | 0.0% | +30.0% | 0.492% | |
| 5/5/2026 | Wealthfront Advisers LLC | 53,078 | $1.43M | 0.0% | +81.5% | 0.078% | |
| 5/5/2026 | Bank of New York Mellon Corp | 948,008 | $25.51M | 0.0% | +15.5% | 1.385% | |
| 5/5/2026 | Sanctuary Advisors LLC | 68,188 | $1.84M | 0.0% | +10.1% | 0.100% | |
| 5/2/2026 | Navigate Wealth Management LLC | 11,081 | $313K | 0.2% | N/A | 0.016% | |
| 5/1/2026 | Fifth Third Bancorp | 4,799 | $129K | 0.0% | +400.4% | 0.007% | |
| 5/1/2026 | American Trust | 12,341 | $332K | 0.0% | -4.5% | 0.018% | |
| 4/30/2026 | Kestra Advisory Services LLC | 18,938 | $510K | 0.0% | +54.6% | 0.028% | |
| 4/29/2026 | Lmcg Investments LLC | 146,957 | $3.96M | 0.2% | +13.1% | 0.215% | |
| 4/29/2026 | Integrated Advisors Network LLC | 47,812 | $1.29M | 0.1% | -6.1% | 0.070% | |
| 4/28/2026 | Kathmere Capital Management LLC | 110,371 | $2.97M | 0.2% | -1.7% | 0.161% | |
| 4/28/2026 | Ascentis Independent Advisors | 76,281 | $2.05M | 0.2% | N/A | 0.111% | |
| 4/27/2026 | Apeiron RIA LLC | 28,915 | $778K | 0.2% | +54.7% | 0.042% | |
| 4/27/2026 | Private Advisor Group LLC | 43,333 | $1.17M | 0.0% | -35.5% | 0.063% | |
| 4/27/2026 | Trademark Financial Management LLC | 26,376 | $710K | 0.3% | -42.1% | 0.039% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 12,900 | $347K | 0.0% | N/A | 0.019% | |
| 4/24/2026 | Key Financial Inc | 7,240 | $195K | 0.0% | +370.1% | 0.011% | |
| 4/23/2026 | Flagstar Advisors Inc. | 18,992 | $511K | 0.2% | +17.4% | 0.028% | |
| 4/23/2026 | Apollon Wealth Management LLC | 34,225 | $921K | 0.0% | +33.1% | 0.050% | |
| 4/21/2026 | Maridea Wealth Management LLC | 24,429 | $657K | 0.1% | +66.2% | 0.036% | |
| 4/21/2026 | Foster & Motley Inc. | 137,551 | $3.70M | 0.2% | -5.9% | 0.201% | |
| 4/20/2026 | Breakwater Capital Group | 22,071 | $594K | 0.1% | +11.5% | 0.032% | |
| 4/20/2026 | TrueMark Investments LLC | 58,576 | $1.58M | 0.3% | +5.4% | 0.086% | |
| 4/18/2026 | Cidel Asset Management Inc. | 619,812 | $16.68M | 0.9% | +8.8% | 0.905% | |
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad) Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states.
The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now. See which companies control the supply chain behind this emerging tech |
| 4/16/2026 | Prairiewood Capital LLC | 20,705 | $557K | 0.2% | -8.0% | 0.030% | |
| 3/9/2026 | Corient Private Wealth LLC | 38,254 | $987K | 0.0% | +247.1% | 0.056% | |
| 2/19/2026 | Invesco Ltd. | 1,517,191 | $39.16M | 0.0% | +16.1% | 2.204% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 193,369 | $4.99M | 0.1% | N/A | 0.281% | |
| 2/19/2026 | Corient Private Wealth LLC | 38,254 | $987K | 0.0% | +247.1% | 0.056% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 62,882 | $1.62M | 0.0% | +45.8% | 0.091% | |
| 2/18/2026 | NewEdge Advisors LLC | 51,710 | $1.34M | 0.0% | +1.6% | 0.075% | |
| 2/18/2026 | Crusonia Wealth Advisors LLC | 28,740 | $742K | 0.2% | N/A | 0.042% | |
| 2/18/2026 | VestGen Advisors LLC | 23,453 | $605K | 0.0% | -7.9% | 0.034% | |
| 2/18/2026 | Rivernorth Capital Management LLC | 55,600 | $1.44M | 0.1% | +2.5% | 0.081% | |
| 2/18/2026 | OLD Mission Capital LLC | 11,142 | $288K | 0.0% | -58.6% | 0.016% | |
| 2/18/2026 | Evolve Private Wealth LLC | 17,197 | $444K | 0.0% | N/A | 0.025% | |
| 2/17/2026 | Integrated Advisors Network LLC | 50,911 | $1.31M | 0.1% | +7.1% | 0.074% | |
| 2/17/2026 | AQR Capital Management LLC | 8,169 | $211K | 0.0% | N/A | 0.012% | |
| 2/17/2026 | Cetera Investment Advisers | 259,172 | $6.69M | 0.0% | +187.3% | 0.376% | |
| 2/17/2026 | Osaic Holdings Inc. | 598,737 | $15.45M | 0.0% | -6.9% | 0.870% | |
| 2/17/2026 | Advisory Services Network LLC | 127,335 | $3.29M | 0.0% | +8,943.7% | 0.185% | |
| 2/17/2026 | Captrust Financial Advisors | 408,538 | $10.54M | 0.0% | +1.5% | 0.593% | |
| 2/17/2026 | Pacific Financial Group Inc. | 14,361 | $371K | 0.2% | N/A | 0.021% | |
| 2/17/2026 | &PARTNERS | 102,312 | $2.64M | 0.0% | N/A | 0.149% | |
| 2/17/2026 | Royal Bank of Canada | 199,477 | $5.15M | 0.0% | -4.8% | 0.290% | |
| 2/16/2026 | MML Investors Services LLC | 14,456 | $373K | 0.0% | +30.7% | 0.021% | |
| 2/16/2026 | Mariner LLC | 93,480 | $2.41M | 0.0% | +24.4% | 0.136% | |
| 2/13/2026 | Kestra Advisory Services LLC | 12,247 | $316K | 0.0% | N/A | 0.018% | |
| 2/13/2026 | Itau Unibanco Holding S.A. | 3,051,133 | $78.75M | 1.9% | +4.3% | 4.432% | |
| 2/13/2026 | Golden State Wealth Management LLC | 5,639 | $146K | 0.0% | -27.7% | 0.008% | |
| 2/13/2026 | Charles Schwab Investment Management Inc. | 23,615,223 | $609.51M | 0.1% | -1.9% | 34.300% | |
| 2/13/2026 | Wells Fargo & Company MN | 2,326,588 | $60.05M | 0.0% | +22.5% | 3.379% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 163,401 | $4.22M | 0.0% | -16.6% | 0.237% | |
| 2/12/2026 | TopTier Wealth Management LLC | 37,541 | $969K | 0.7% | N/A | 0.055% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 32,289 | $833K | 0.0% | +14.2% | 0.047% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 32,903 | $849K | 0.0% | -3.9% | 0.048% | |
| 2/12/2026 | CIBC Private Wealth Group LLC | 9,696 | $250K | 0.0% | +4.5% | 0.014% | |
| 2/12/2026 | Brown Brothers Harriman & Co. | 1,053 | $27K | 0.0% | N/A | 0.002% | |
| 2/12/2026 | Trailhead Planners LLC | 12,280 | $317K | 0.3% | N/A | 0.018% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 9,640 | $249K | 0.0% | N/A | 0.014% | |
| 2/11/2026 | Cerity Partners LLC | 33,576 | $867K | 0.0% | +7.8% | 0.049% | |
| 2/11/2026 | LPL Financial LLC | 1,894,726 | $48.90M | 0.0% | +88.6% | 2.752% | |
| 2/11/2026 | O Shaughnessy Asset Management LLC | 5,168 | $133K | 0.0% | +8.4% | 0.008% | |
| 2/11/2026 | Daiwa Securities Group Inc. | 1,170,500 | $30.21M | 0.1% | -12.4% | 1.700% | |
| 2/10/2026 | Cibc World Market Inc. | 31,675 | $818K | 0.0% | +4.0% | 0.046% | |
| 2/10/2026 | Bank of New York Mellon Corp | 820,831 | $21.19M | 0.0% | -1.2% | 1.192% | |
| 2/10/2026 | Root Financial Partners LLC | 4,647 | $120K | 0.0% | +58.2% | 0.007% | |
| 2/10/2026 | Redwood Financial Network Corp | 11,243 | $290K | 0.2% | +22.8% | 0.016% | |
| 2/10/2026 | Rothschild Investment LLC | 172,524 | $4.45M | 0.2% | -0.4% | 0.251% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 151,335 | $3.91M | 0.0% | +294.6% | 0.220% | |
| 2/10/2026 | IFG Advisory LLC | 22,361 | $577K | 0.0% | +7.4% | 0.032% | |
| 2/9/2026 | Connecticut Capital Management Group LLC | 71,499 | $1.85M | 1.8% | N/A | 0.104% | |
| 2/9/2026 | Key Financial Inc | 1,540 | $40K | 0.0% | +2,100.0% | 0.002% | |
| 2/9/2026 | CBIZ Investment Advisory Services LLC | 1,000 | $26K | 0.0% | N/A | 0.001% | |
Trump's New Dollar (Ad) Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening.
The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result. Watch the free briefing and see the three steps to prepare today |
| 2/6/2026 | Axxcess Wealth Management LLC | 193,369 | $4.99M | 0.0% | N/A | 0.281% | |
| 2/6/2026 | IFP Advisors Inc | 15,345 | $396K | 0.0% | -3.8% | 0.022% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 951 | $25K | 0.0% | N/A | 0.001% | |
| 2/6/2026 | HighTower Advisors LLC | 610,776 | $15.76M | 0.0% | +4.0% | 0.887% | |
| 2/5/2026 | AlphaCore Capital LLC | 13,323 | $344K | 0.0% | -8.3% | 0.019% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 221,692 | $5.72M | 0.0% | +478.1% | 0.322% | |
| 2/5/2026 | Johnson & White Wealth Management LLC | 292,093 | $7.54M | 3.3% | +6.2% | 0.424% | |
| 2/4/2026 | Rollins Financial Advisors LLC | 22,865 | $590K | 0.1% | +21.8% | 0.034% | |
| 2/4/2026 | Drive Wealth Management LLC | 74,610 | $1.93M | 0.4% | +8.5% | 0.110% | |
| 2/3/2026 | Apeiron RIA LLC | 18,693 | $516K | 0.1% | +4.7% | 0.027% | |