5/16/2025 | NewEdge Advisors LLC | 185,992 | $9.52M | 0.1% | -8.7% | 0.079% | |
5/16/2025 | Integrated Wealth Concepts LLC | 119,230 | $6.10M | 0.1% | -2.6% | 0.050% | |
5/15/2025 | JDM Financial Group LLC | 3,245 | $166K | 0.1% | -13.5% | 0.001% | |
5/15/2025 | Graney & King LLC | 1,703 | $87K | 0.1% | -31.3% | 0.001% | |
5/15/2025 | Oarsman Capital Inc. | 149,902 | $7.67M | 1.4% | +24.9% | 0.063% | |
5/13/2025 | Russell Investments Group Ltd. | 1,151 | $59K | 0.0% | N/A | 0.000% | |
5/13/2025 | Anfield Capital Management LLC | 11,859 | $607K | 0.2% | -86.6% | 0.005% | |
5/12/2025 | Kohmann Bosshard Financial Services LLC | 45,711 | $2.34M | 0.3% | -4.9% | 0.019% | |
5/9/2025 | Citizens Financial Group Inc. RI | 20,296 | $1.04M | 0.0% | +14.9% | 0.009% | |
5/9/2025 | Tidemark LLC | 19,629 | $1.01M | 0.4% | +9.8% | 0.008% | |
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5/9/2025 | Cary Street Partners Financial LLC | 207,199 | $10.60M | 0.3% | +4.9% | 0.088% | |
5/8/2025 | Sun Life Financial Inc. | 490,800 | $25.12M | 1.6% | N/A | 0.207% | |
5/8/2025 | Commerce Bank | 50,688 | $2.59M | 0.0% | -3.4% | 0.021% | |
5/8/2025 | Wealthquest Corp | 73,734 | $3.77M | 0.2% | -20.8% | 0.031% | |
5/8/2025 | Alliance Wealth Management Group | 34,956 | $1.79M | 0.5% | -1.8% | 0.015% | |
5/8/2025 | Goodman Financial Corp | 57,594 | $2.95M | 0.6% | +1.7% | 0.024% | |
5/8/2025 | Towercrest Capital Management | 42,871 | $2.19M | 0.4% | -1.8% | 0.018% | |
5/8/2025 | North Star Asset Management Inc. | 316,583 | $16.20M | 0.7% | -10.9% | 0.134% | |
5/8/2025 | FSB Premier Wealth Management Inc. | 22,454 | $1.15M | 0.4% | +5.0% | 0.009% | |
5/8/2025 | Arkadios Wealth Advisors | 16,750 | $857K | 0.0% | +52.5% | 0.007% | |
5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 2,013 | $103K | 0.1% | N/A | 0.001% | |
5/7/2025 | Sterling Investment Advisors Ltd. | 39,004 | $2.00M | 0.5% | +20.0% | 0.016% | |
5/7/2025 | Motco | 15,389 | $788K | 0.1% | N/A | 0.007% | |
5/6/2025 | USAdvisors Wealth Management LLC | 5,218 | $267K | 0.1% | -34.0% | 0.002% | |
5/6/2025 | Richardson Financial Services Inc. | 19,838 | $1.02M | 0.8% | +9.6% | 0.008% | |
5/6/2025 | Madison Asset Management LLC | 48,524 | $2.48M | 0.0% | +0.6% | 0.021% | |
5/5/2025 | Crestwood Advisors Group LLC | 67,916 | $3.48M | 0.1% | N/A | 0.029% | |
5/5/2025 | Jackson Creek Investment Advisors LLC | 15,531 | $795K | 0.3% | +1.8% | 0.007% | |
5/2/2025 | Graypoint LLC | 13,367 | $684K | 0.0% | +1.7% | 0.006% | |
5/2/2025 | BIP Wealth LLC | 20,502 | $1.05M | 0.1% | -11.4% | 0.009% | |
5/2/2025 | First Command Advisory Services Inc. | 954,186 | $48.84M | 0.5% | +17.6% | 0.403% | |
5/1/2025 | LRI Investments LLC | 509 | $26K | 0.0% | N/A | 0.000% | |
5/1/2025 | Exchange Capital Management Inc. | 205,914 | $10.54M | 1.7% | +9.3% | 0.087% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 263,872 | $13.51M | 2.9% | N/A | 0.112% | |
4/29/2025 | Bank of New York Mellon Corp | 16,980 | $869K | 0.0% | +113.6% | 0.007% | |
4/28/2025 | Private Trust Co. NA | 20,476 | $1.05M | 0.1% | -10.7% | 0.009% | |
4/25/2025 | MorganRosel Wealth Management LLC | 500 | $26K | 0.0% | N/A | 0.000% | |
4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 93,300 | $4.78M | 0.0% | +64.0% | 0.039% | |
4/24/2025 | Golden State Wealth Management LLC | 68,684 | $3.52M | 0.5% | +32.0% | 0.029% | |
4/23/2025 | Western Wealth Management LLC | 191,098 | $9.78M | 0.6% | -16.9% | 0.081% | |
Here’s your answer (Ad) Porter Stansberry is stepping into the spotlight — and putting real skin in the game.
For the first time ever, he’s opening the doors to a live, real-money trading account, managed transparently with the same strategies he’s used to build long-term wealth. Every 90 days, he and his lead analyst release a new tranche of trades designed for serious investors who don’t want to babysit the market. The goal: income, downside protection, and asymmetric upside. Lance James breaks down the full FAQ on what this is (and isn’t) — including why they believe now i |
4/23/2025 | Creative Financial Designs Inc. ADV | 12,396 | $634K | 0.1% | +23.4% | 0.005% | |
4/23/2025 | SOL Capital Management CO | 64,255 | $3.29M | 0.4% | +11.6% | 0.027% | |
4/23/2025 | Golden State Wealth Management LLC | 137,309 | $7.03M | 0.5% | +164.0% | 0.058% | |
4/23/2025 | Bessemer Group Inc. | 8,864 | $454K | 0.0% | -23.7% | 0.004% | |
4/23/2025 | S.A. Mason LLC | 33,985 | $1.74M | 0.9% | +1.6% | 0.014% | |
4/23/2025 | Fourth Dimension Wealth LLC | 9,017 | $461K | 0.2% | +3.8% | 0.004% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 158,072 | $8.09M | 0.0% | +0.4% | 0.067% | |
4/22/2025 | Altrius Capital Management Inc | 4,110 | $210K | 0.1% | -11.7% | 0.002% | |
4/22/2025 | Crews Bank & Trust | 380,046 | $19.45M | 3.3% | +0.7% | 0.161% | |
4/21/2025 | Citizens & Northern Corp | 291,195 | $14.90M | 4.2% | +3.8% | 0.123% | |
4/21/2025 | Lumbard & Kellner LLC | 177,385 | $9.08M | 4.0% | +72.8% | 0.075% | |
4/21/2025 | PSI Advisors LLC | 191,919 | $9.82M | 3.2% | +3.7% | 0.081% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 7,278 | $372K | 0.0% | -5.9% | 0.003% | |
4/17/2025 | Vicus Capital | 14,636 | $749K | 0.1% | +2.6% | 0.006% | |
4/17/2025 | Janney Montgomery Scott LLC | 17,164 | $878K | 0.0% | -7.1% | 0.007% | |
4/16/2025 | IAG Wealth Partners LLC | 196,673 | $10.07M | 1.6% | +7.5% | 0.083% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 12,235 | $626K | 0.1% | -15.6% | 0.005% | |
4/15/2025 | Zhang Financial LLC | 142,578 | $7.30M | 0.4% | +23.4% | 0.060% | |
4/15/2025 | Ellenbecker Investment Group | 238,402 | $12.20M | 2.2% | +82.9% | 0.101% | |
4/15/2025 | Curbstone Financial Management Corp | 20,000 | $1.02M | 0.2% | +1.8% | 0.008% | |
4/15/2025 | Collier Financial | 2,215 | $113K | 0.1% | +1,202.9% | 0.001% | |
4/15/2025 | Prairie Sky Financial Group LLC | 24,967 | $1.28M | 0.8% | -4.9% | 0.011% | |
4/14/2025 | Farther Finance Advisors LLC | 420,487 | $21.64M | 0.6% | +34.5% | 0.178% | |
4/14/2025 | Tilia Fiduciary Partners Inc. | 24,889 | $1.27M | 0.8% | +8.7% | 0.011% | |
4/11/2025 | Hudson Valley Investment Advisors Inc. ADV | 16,297 | $834K | 0.1% | +14.8% | 0.007% | |
4/11/2025 | Butensky & Cohen Financial Security Inc. | 18,186 | $931K | 0.3% | +1.6% | 0.008% | |
4/9/2025 | ST Germain D J Co. Inc. | 353,678 | $18.10M | 0.8% | +7.9% | 0.150% | |
4/9/2025 | Harbor Investment Advisory LLC | 7,920 | $405K | 0.0% | +5.1% | 0.003% | |
4/9/2025 | NBC Securities Inc. | 3,278 | $167K | 0.0% | +109,166.7% | 0.001% | |
4/8/2025 | Allied Investment Advisors LLC | 5,714 | $292K | 0.1% | N/A | 0.002% | |
4/8/2025 | Fifth Third Wealth Advisors LLC | 12,480 | $639K | 0.0% | +68.1% | 0.005% | |
4/8/2025 | Global Financial Private Client LLC | 10,765 | $551K | 0.2% | +2.3% | 0.005% | |
4/8/2025 | Parallel Advisors LLC | 4,159 | $213K | 0.0% | N/A | 0.002% | |
4/7/2025 | AdvisorNet Financial Inc | 43,350 | $2.22M | 0.2% | +1.7% | 0.018% | |
3/24/2025 | Mascagni Wealth Management Inc. | 998 | $55K | 0.0% | N/A | 0.000% | |
2/24/2025 | Ameriflex Group Inc. | 601 | $34K | 0.0% | N/A | 0.000% | |
2/19/2025 | North Star Asset Management Inc. | 355,123 | $19.42M | 0.9% | -2.8% | 0.182% | |
2/18/2025 | Fourth Dimension Wealth LLC | 8,687 | $525K | 0.3% | N/A | 0.004% | |
2/18/2025 | Pinkerton Retirement Specialists LLC | 186,897 | $10.22M | 1.5% | -11.9% | 0.096% | |
2/17/2025 | BOKF NA | 118,388 | $6.43M | 0.1% | N/A | 0.061% | |
2/17/2025 | Captrust Financial Advisors | 58,263 | $3.19M | 0.0% | +34.0% | 0.030% | |
2/17/2025 | Cary Street Partners Financial LLC | 197,583 | $10.81M | 0.3% | N/A | 0.101% | |
2/17/2025 | Baird Financial Group Inc. | 7,355 | $402K | 0.0% | +55.5% | 0.004% | |
2/17/2025 | BIP Wealth LLC | 23,131 | $1.27M | 0.1% | -2.9% | 0.012% | |
2/17/2025 | Ameriprise Financial Inc. | 440,672 | $24.10M | 0.0% | +6.9% | 0.226% | |
2/14/2025 | Headland Capital LLC | 98,992 | $5.41M | 1.9% | N/A | 0.051% | |
2/14/2025 | Integrated Wealth Concepts LLC | 122,432 | $6.70M | 0.1% | +10.3% | 0.063% | |
2/14/2025 | Coppell Advisory Solutions LLC | 932 | $51K | 0.0% | +1,231.4% | 0.000% | |
2/14/2025 | IHT Wealth Management LLC | 124,439 | $6.81M | 0.2% | +4.2% | 0.064% | |
2/13/2025 | United Capital Financial Advisors LLC | 61,209 | $3.35M | 0.0% | +80.3% | 0.031% | |
A new financial chapter (Ad) Porter Stansberry says what happened last week could become the defining legacy of his financial publishing career.
In a special event watched by thousands, he unveiled what he calls “the boldest undertaking” he’s ever attempted — a real-money initiative that will document every trade, decision, win, and loss in pursuit of a million-dollar mission. And the results are already surprising. One early beta tester tripled her investment income in just three trades. If you missed the event, he’s republishing the message he sent to attendees right after it ended. |
2/13/2025 | M Holdings Securities Inc. | 145,249 | $7.94M | 1.2% | -4.9% | 0.075% | |
2/13/2025 | Bessemer Group Inc. | 11,614 | $635K | 0.0% | -30.3% | 0.006% | |
2/13/2025 | Oarsman Capital Inc. | 120,032 | $6.57M | 1.1% | +10.0% | 0.062% | |
2/12/2025 | Alliance Wealth Management Group | 35,614 | $1.95M | 0.5% | -3.8% | 0.018% | |
2/12/2025 | JPMorgan Chase & Co. | 140,551 | $7.69M | 0.0% | +6.3% | 0.072% | |
2/12/2025 | Graney & King LLC | 2,480 | $136K | 0.1% | N/A | 0.001% | |
2/11/2025 | Lynx Investment Advisory | 65,785 | $3.60M | 2.5% | +2.2% | 0.034% | |
2/11/2025 | Towercrest Capital Management | 43,673 | $2.39M | 0.4% | -3.2% | 0.022% | |
2/11/2025 | M Holdings Securities Inc. | 7,944 | $434K | 0.3% | -94.8% | 0.004% | |
2/11/2025 | Millstone Evans Group LLC | 900 | $49K | 0.0% | N/A | 0.000% | |