| 10/16/2026 | Peak Financial Management Inc. | 4,204 | $241K | 0.1% | +6.4% | 0.006% | |
| 10/16/2026 | Vontobel Holding Ltd. | 38,287 | $2.19M | 0.0% | -1.7% | 0.054% | |
| 10/15/2026 | Global Wealth Management LLC | 72,796 | $4.17M | 2.3% | -5.1% | 0.102% | |
| 10/15/2026 | HBW Advisory Services LLC | 7,369 | $422K | 0.0% | -3.1% | 0.010% | |
| 10/15/2026 | Myecfo LLC | 53,320 | $3.06M | 1.2% | +3.7% | 0.075% | |
| 10/14/2026 | Columbus Macro LLC | 17,657 | $1.01M | 0.1% | +3.2% | 0.025% | |
| 10/13/2026 | Avior Wealth Management LLC | 93,415 | $5.35M | 0.1% | +19.3% | 0.131% | |
| 10/10/2026 | Schaper Benz & Wise Investment Counsel Inc. WI | 14,110 | $809K | 0.1% | -6.6% | 0.020% | |
| 10/9/2026 | BOS Asset Management LLC | 7,522 | $431K | 0.1% | -39.2% | 0.011% | |
| 10/9/2026 | Legacy Wealth Asset Management LLC | 15,672 | $898K | 0.2% | -28.2% | 0.022% | |
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| 10/9/2026 | Stableford Capital II LLC | 31,882 | $1.83M | 0.6% | +178.3% | 0.045% | |
| 10/8/2026 | Farther Finance Advisors LLC | 34,836 | $2.00M | 0.0% | +3.9% | 0.049% | |
| 10/8/2026 | CoreCap Advisors LLC | 2,622 | $150K | 0.0% | -10.7% | 0.004% | |
| 10/8/2026 | Apeiron RIA LLC | 45,076 | $2.61M | 0.6% | +0.5% | 0.063% | |
| 10/8/2026 | Tactive Advisors LLC | 32,870 | $1.88M | 0.5% | +40.5% | 0.046% | |
| 10/8/2026 | City Center Advisors LLC | 9,793 | $561K | 0.4% | +7.5% | 0.014% | |
| 9/9/2026 | NorthRock Partners LLC | 4,229 | $238K | 0.0% | N/A | 0.006% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 14,926 | $839K | 0.0% | +38.3% | 0.020% | |
| 9/9/2026 | NewEdge Advisors LLC | 289,887 | $16.30M | 0.0% | +79.9% | 0.397% | |
| 9/9/2026 | IFP Advisors Inc | 9,808 | $551K | 0.0% | +3,746.3% | 0.013% | |
| 9/9/2026 | Baird Financial Group Inc. | 31,586 | $1.78M | 0.0% | +5.7% | 0.043% | |
| 9/9/2026 | Stableford Capital II LLC | 11,457 | $644K | 0.2% | -1.7% | 0.016% | |
| 9/8/2026 | Allworth Financial LP | 36,018 | $2.03M | 0.0% | +38.4% | 0.049% | |
| 9/8/2026 | Waverly Advisors LLC | 41,421 | $2.33M | 0.0% | -0.9% | 0.057% | |
| 8/27/2026 | Corient Private Wealth LP | 5,663 | $318K | 0.0% | +7.3% | 0.008% | |
| 8/23/2026 | Anson Capital Inc. | 13,430 | $755K | 0.5% | -26.3% | 0.018% | |
| 8/22/2026 | Turner Financial Group Inc. | 10,559 | $594K | 0.6% | N/A | 0.014% | |
| 8/22/2026 | SMART Wealth LLC | 40,592 | $2.28M | 0.5% | -6.4% | 0.056% | |
| 8/22/2026 | Copley Financial Group Inc. | 30,100 | $1.69M | 0.8% | +54.5% | 0.041% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 21,945 | $1.23M | 0.0% | +4.1% | 0.030% | |
| 8/21/2026 | Continuum Advisory LLC | 472 | $27K | 0.0% | N/A | 0.001% | |
| 8/20/2026 | Proficio Capital Partners LLC | 10,990 | $618K | 0.0% | +11.1% | 0.015% | |
| 8/20/2026 | Headlands Technologies LLC | 14,661 | $824K | 0.1% | N/A | 0.020% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 3,713 | $209K | 0.0% | -6.5% | 0.005% | |
| 7/9/2026 | Legacy Wealth Asset Management LLC | 21,837 | $1.23M | 0.3% | -9.7% | 0.030% | |
| 7/9/2026 | Pettinga Financial Advisors LLC | 75,432 | $4.24M | 0.7% | -2.4% | 0.103% | |
| 7/9/2026 | Allied Private Wealth LLC | 2,348 | $130K | 0.1% | N/A | 0.003% | |
| 7/9/2026 | Tactive Advisors LLC | 23,395 | $1.32M | 0.3% | +10.1% | 0.032% | |
| 7/7/2026 | 180 Wealth Advisors LLC | 153,580 | $8.63M | 0.9% | -1.6% | 0.210% | |
| 7/7/2026 | Avior Wealth Management LLC | 78,311 | $4.40M | 0.1% | +4.6% | 0.107% | |
Elon Musk’s 4th Wealth Window Set to Open by October 30 (Ad) Jeff Brown, the analyst who flagged Bitcoin, Tesla, and Nvidia early, is tracking Elon Musk's next move. He points to a new AI project tied to Musk's Cybercab reveal.
Brown says Musk has opened major investment windows before, with PayPal, Tesla, and SpaceX marking milestones in tech history. He believes a fourth may open by October 30. See Jeff Brown's full analysis on Musk's new AI project |
| 7/7/2026 | CoreCap Advisors LLC | 2,936 | $165K | 0.0% | -24.2% | 0.004% | |
| 7/7/2026 | City Center Advisors LLC | 9,114 | $512K | 0.4% | -17.2% | 0.012% | |
| 7/7/2026 | Paul R. Ried Financial Group LLC | 7,709 | $433K | 0.2% | -16.7% | 0.011% | |
| 7/6/2026 | Stableford Capital II LLC | 11,457 | $644K | 0.2% | -1.7% | 0.016% | |
| 6/18/2026 | Western Wealth Management LLC | 13,057 | $935K | 0.0% | +1.5% | 0.018% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 4,176 | $299K | 0.0% | N/A | 0.006% | |
| 6/3/2026 | NewEdge Advisors LLC | 161,133 | $11.54M | 0.0% | +7.2% | 0.224% | |
| 5/19/2026 | Western Wealth Management LLC | 13,057 | $935K | 0.0% | +1.5% | 0.018% | |
| 5/19/2026 | McIlrath & Eck LLC | 235,777 | $16.88M | 1.3% | -2.6% | 0.328% | |
| 5/19/2026 | Bank of America Corp DE | 1,227,539 | $87.90M | 0.0% | -30.4% | 1.707% | |
| 5/19/2026 | Centaurus Financial Inc. | 4,458 | $319K | 0.0% | N/A | 0.006% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 383 | $27K | 0.0% | -41.1% | 0.001% | |
| 5/18/2026 | Royal Bank of Canada | 188,523 | $13.50M | 0.0% | -11.6% | 0.262% | |
| 5/18/2026 | Empowered Funds LLC | 38,666 | $2.77M | 0.0% | -18.0% | 0.054% | |
| 5/18/2026 | Evelyn Partners Asset Management Ltd | 22,711 | $1.63M | 0.4% | N/A | 0.032% | |
| 5/18/2026 | Evelyn Partners Investment Management Services Ltd | 7,183 | $514K | 0.1% | N/A | 0.010% | |
| 5/18/2026 | Evercore Wealth Management LLC | 4,800 | $344K | 0.0% | -31.4% | 0.007% | |
| 5/16/2026 | Copley Financial Group Inc. | 19,480 | $1.40M | 0.8% | -80.1% | 0.027% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 11,598 | $831K | 0.0% | +75.5% | 0.016% | |
| 5/15/2026 | Wealth Watch Advisors INC | 49,012 | $3.51M | 1.5% | +6.9% | 0.068% | |
| 5/15/2026 | Waverly Advisors LLC | 41,790 | $2.99M | 0.0% | N/A | 0.058% | |
| 5/14/2026 | Modern Wealth Management LLC | 18,741 | $1.34M | 0.0% | +10.7% | 0.026% | |
| 5/14/2026 | Gibbs Wealth Management | 9,160 | $656K | 0.1% | N/A | 0.013% | |
| 5/13/2026 | Cetera Investment Advisers | 326,591 | $23.39M | 0.0% | -14.7% | 0.454% | |
| 5/13/2026 | Envision Financial Transparency LLC | 16,726 | $1.20M | 1.2% | N/A | 0.023% | |
| 5/12/2026 | Fortis Capital Management LLC | 10,246 | $734K | 0.1% | N/A | 0.014% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 3,615 | $259K | 0.0% | +6.4% | 0.005% | |
| 5/7/2026 | Paul R. Ried Financial Group LLC | 9,255 | $663K | 0.3% | -31.2% | 0.013% | |
| 5/7/2026 | Scarborough Advisors LLC | 691 | $49K | 0.0% | -98.6% | 0.001% | |
| 5/7/2026 | Eurizon Asset Management Hungary Ltd. | 1,000 | $72K | 0.1% | N/A | 0.001% | |
| 5/7/2026 | Vision Retirement LLC | 1,001 | $72K | 0.0% | -95.9% | 0.001% | |
| 5/6/2026 | Assetmark Inc. | 515 | $37K | 0.0% | -99.5% | 0.001% | |
| 5/6/2026 | Bauman Advisory Group LLC | 14,767 | $1.06M | 0.7% | -15.8% | 0.021% | |
| 5/5/2026 | BCGM Wealth Management LLC | 9,034 | $647K | 0.2% | +5.5% | 0.013% | |
| 5/5/2026 | Robinson Value Management Ltd. | 21,194 | $1.52M | 0.8% | -27.8% | 0.029% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 3,890 | $279K | 0.0% | -27.0% | 0.005% | |
| 5/5/2026 | Ethos Financial Group LLC | 19,544 | $1.39M | 0.1% | +186.1% | 0.027% | |
| 5/5/2026 | Signet Financial Management LLC | 4,156 | $298K | 0.0% | -77.8% | 0.006% | |
| 5/5/2026 | Sigma Planning Corp | 11,587 | $830K | 0.0% | +13.2% | 0.016% | |
| 5/5/2026 | Wealthgarden F.S. LLC | 3,420 | $245K | 0.2% | -37.1% | 0.005% | |
| 5/5/2026 | Flynn Zito Capital Management LLC | 4,039 | $289K | 0.1% | N/A | 0.006% | |
| 5/4/2026 | AMG National Trust Bank | 388,864 | $27.85M | 0.6% | -36.6% | 0.541% | |
| 5/4/2026 | Archer Investment Corp | 392 | $28K | 0.0% | N/A | 0.001% | |
| 5/4/2026 | HBW Advisory Services LLC | 7,535 | $540K | 0.1% | +105.8% | 0.010% | |
| 5/2/2026 | International Assets Investment Management LLC | 8,293 | $594K | 0.0% | +29.7% | 0.012% | |
| 5/2/2026 | Castleview Partners LLC | 22,781 | $1.63M | 0.8% | N/A | 0.032% | |
| 5/1/2026 | 180 Wealth Advisors LLC | 156,093 | $11.18M | 1.3% | -5.3% | 0.217% | |
| 5/1/2026 | Fifth Third Bancorp | 2,396 | $172K | 0.0% | N/A | 0.003% | |
| 5/1/2026 | Simplicity Wealth LLC | 59,624 | $4.27M | 0.2% | +6.6% | 0.083% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 3,648 | $261K | 0.0% | -57.0% | 0.005% | |
Trump’s issues shocking Executive Order on U.S. Dollar (Ad) Three days into his second term, President Trump signed Executive Order 14178 a move the press barely covered.
Buried inside is what some call the legal groundwork for the biggest change to American money in over a century, with a key Treasury vote potentially as soon as January 18.
Ian King, Chief Strategist at Strategic Fortunes, breaks down what the order could mean for the dollar and the financial system. Read the full breakdown of Executive Order 14178 now |
| 4/30/2026 | Hegarty Advisors LLC | 23,309 | $1.67M | 1.3% | N/A | 0.032% | |
| 4/30/2026 | Millstone Evans Group LLC | 1,214 | $87K | 0.1% | N/A | 0.002% | |
| 4/30/2026 | Kestra Advisory Services LLC | 32,282 | $2.31M | 0.0% | +23.9% | 0.045% | |
| 4/30/2026 | Quantum Portfolio Management LLC | 13,475 | $965K | 0.0% | -24.2% | 0.019% | |
| 4/29/2026 | Horst & Graben Wealth Management LLC | 3,580 | $257K | 0.0% | -83.2% | 0.005% | |
| 4/29/2026 | Integrated Advisors Network LLC | 7,786 | $558K | 0.0% | +22.2% | 0.011% | |
| 4/28/2026 | FLP Wealth Management LLC | 25,199 | $1.80M | 3.0% | -49.2% | 0.035% | |
| 4/28/2026 | Fortitude Advisory Group L.L.C. | 2,845 | $204K | 0.1% | -9.9% | 0.004% | |
| 4/28/2026 | Bravias Capital Group LLC | 4,775 | $342K | 0.2% | +9.2% | 0.007% | |
| 4/28/2026 | Retirement Financial Solutions LLC | 5,503 | $394K | 0.1% | -14.8% | 0.008% | |