7/25/2025 | Atria Wealth Solutions Inc. | 7,249 | $318K | 0.0% | N/A | 0.201% | |
7/24/2025 | IFP Advisors Inc | 667 | $29K | 0.0% | +113.8% | 0.019% | |
7/22/2025 | Beacon Financial Advisory LLC | 19,015 | $832K | 0.2% | +66.7% | 0.528% | |
7/21/2025 | DHJJ Financial Advisors Ltd. | 23,727 | $1.04M | 0.4% | +16.1% | 0.659% | |
7/18/2025 | Consolidated Portfolio Review Corp | 33,748 | $1.48M | 0.2% | +4.3% | 0.937% | |
7/17/2025 | Janney Montgomery Scott LLC | 12,521 | $548K | 0.0% | -16.5% | 0.348% | |
7/17/2025 | Clear Point Advisors Inc. | 7,276 | $318K | 0.3% | +26.1% | 0.202% | |
7/15/2025 | BCS Wealth Management | 24,040 | $1.05M | 0.2% | +2.3% | 0.668% | |
7/14/2025 | AdvisorNet Financial Inc | 11,485 | $503K | 0.0% | +18.1% | 0.319% | |
7/14/2025 | CRA Financial Services LLC | 6,965 | $305K | 0.0% | +15.6% | 0.193% | |
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7/11/2025 | Lantz Financial LLC | 254,782 | $11.15M | 2.8% | +0.5% | 7.077% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 6,039 | $266K | 0.0% | N/A | 0.168% | |
7/10/2025 | Secure Asset Management LLC | 14,332 | $627K | 0.1% | +19.5% | 0.398% | |
7/9/2025 | Fragasso Financial Advisors Inc | 27,802 | $1.22M | 0.1% | -2.7% | 0.772% | |
5/16/2025 | Ascent Group LLC | 6,555 | $265K | 0.0% | N/A | 0.197% | |
5/15/2025 | OLD Mission Capital LLC | 27,656 | $1.12M | 0.0% | N/A | 0.831% | |
5/14/2025 | Kestra Advisory Services LLC | 23,207 | $940K | 0.0% | -12.6% | 0.697% | |
5/13/2025 | HighTower Advisors LLC | 71,560 | $2.90M | 0.0% | -4.8% | 2.149% | |
5/9/2025 | WealthShield Partners LLC | 11,450 | $464K | 0.1% | +263.5% | 0.344% | |
5/8/2025 | Harbour Investments Inc. | 3,271 | $132K | 0.0% | -31.5% | 0.098% | |
5/6/2025 | Cetera Investment Advisers | 23,480 | $951K | 0.0% | -6.0% | 0.705% | |
5/5/2025 | Blue Bell Private Wealth Management LLC | 92,082 | $3.73M | 0.7% | -0.7% | 2.765% | |
5/2/2025 | Sigma Planning Corp | 14,783 | $599K | 0.0% | -3.2% | 0.444% | |
4/30/2025 | Cerity Partners LLC | 152,125 | $6.16M | 0.0% | -5.7% | 4.568% | |
4/30/2025 | Stratos Wealth Advisors LLC | 15,630 | $633K | 0.0% | -9.3% | 0.469% | |
4/29/2025 | Envestnet Asset Management Inc. | 42,244 | $1.71M | 0.0% | -45.3% | 1.269% | |
4/29/2025 | Penserra Capital Management LLC | 429,979 | $17.42M | 0.3% | +17.2% | 12.912% | |
4/29/2025 | Capital Investment Advisory Services LLC | 1,225 | $50K | 0.0% | -25.3% | 0.037% | |
4/29/2025 | Strategic Blueprint LLC | 102,732 | $4.16M | 0.2% | +1.9% | 3.085% | |
4/23/2025 | Spire Wealth Management | 15,053 | $610K | 0.0% | +61.0% | 0.452% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 6,866 | $278K | 0.0% | -14.7% | 0.206% | |
4/21/2025 | Siligmueller & Norvid Wealth Advisors LLC | 16,177 | $655K | 0.3% | -20.6% | 0.534% | |
4/18/2025 | DHJJ Financial Advisors Ltd. | 20,436 | $828K | 0.3% | -3.8% | 0.674% | |
4/17/2025 | Janney Montgomery Scott LLC | 14,988 | $607K | 0.0% | -6.1% | 0.495% | |
4/14/2025 | Outlook Wealth Advisors LLC | 26,156 | $1.06M | 0.3% | +8.3% | 0.863% | |
4/10/2025 | Whipplewood Advisors LLC | 935 | $38K | 0.0% | -96.6% | 0.031% | |
4/9/2025 | RFG Advisory LLC | 10,205 | $413K | 0.0% | -23.1% | 0.337% | |
4/8/2025 | Lantz Financial LLC | 253,585 | $10.27M | 2.8% | -0.6% | 8.369% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 6,039 | $251K | 0.0% | N/A | 0.196% | |
2/18/2025 | Orion Capital Management LLC | 3,000 | $125K | 0.1% | N/A | 0.126% | |
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad) Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.”
We recently sat down with Rickards to capture all the key details on tape.
 For the moment, you can watch this interview free of charge – just click here. |
2/17/2025 | CoreCap Advisors LLC | 13,236 | $550K | 0.0% | -46.8% | 0.556% | |
2/17/2025 | Cetera Investment Advisers | 24,976 | $1.04M | 0.0% | -11.1% | 1.049% | |
2/17/2025 | Chapman Financial Group LLC | 850 | $35K | 0.0% | N/A | 0.036% | |
2/14/2025 | Jane Street Group LLC | 9,891 | $411K | 0.0% | -8.4% | 0.416% | |
2/14/2025 | Bellwether Advisors LLC | 3,076 | $128K | 0.0% | N/A | 0.129% | |
2/14/2025 | Beacon Pointe Advisors LLC | 19,899 | $826K | 0.0% | +8.7% | 0.836% | |
2/14/2025 | OneDigital Investment Advisors LLC | 8,265 | $343K | 0.0% | -66.8% | 0.347% | |
2/13/2025 | First Commonwealth Financial Corp PA | 30,187 | $1.25M | 0.3% | -1.6% | 1.268% | |
2/13/2025 | CreativeOne Wealth LLC | 8,126 | $337K | 0.0% | N/A | 0.341% | |
2/13/2025 | Raymond James Financial Inc. | 16,403 | $681K | 0.0% | N/A | 0.689% | |
2/13/2025 | Cerity Partners LLC | 161,367 | $6.70M | 0.0% | -1.3% | 6.780% | |
2/13/2025 | Envestnet Asset Management Inc. | 77,212 | $3.21M | 0.0% | +2.0% | 3.244% | |
2/10/2025 | Commonwealth Equity Services LLC | 113,384 | $4.71M | 0.0% | -10.9% | 4.764% | |
2/10/2025 | Avantax Advisory Services Inc. | 4,818 | $200K | 0.0% | -6.8% | 0.202% | |
2/7/2025 | HighTower Advisors LLC | 75,153 | $3.12M | 0.0% | -0.4% | 3.158% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 92,769 | $3.85M | 0.7% | -0.6% | 3.898% | |
2/6/2025 | Raymond James Financial Inc. | 16,403 | $681K | 0.0% | N/A | 0.689% | |
2/5/2025 | Whipplewood Advisors LLC | 27,544 | $1.14M | 0.7% | N/A | 1.157% | |
2/5/2025 | Siligmueller & Norvid Wealth Advisors LLC | 20,377 | $846K | 0.4% | N/A | 0.856% | |
2/4/2025 | WealthShield Partners LLC | 3,150 | $131K | 0.0% | -62.0% | 0.132% | |
2/3/2025 | Sigma Planning Corp | 15,273 | $634K | 0.0% | -3.2% | 0.642% | |
2/3/2025 | Clear Point Advisors Inc. | 5,770 | $240K | 0.2% | -4.9% | 0.242% | |
1/27/2025 | Consolidated Portfolio Review Corp | 32,600 | $1.35M | 0.2% | +3.5% | 1.370% | |
1/27/2025 | Silver Oak Securities Incorporated | 12,256 | $510K | 0.0% | -11.2% | 0.515% | |
1/27/2025 | Berkshire Money Management Inc. | 6,329 | $263K | 0.0% | N/A | 0.266% | |
1/23/2025 | Strategic Blueprint LLC | 100,803 | $4.19M | 0.2% | +3.0% | 4.235% | |
1/21/2025 | Lantz Financial LLC | 255,191 | $10.60M | 2.8% | -1.6% | 10.722% | |
1/21/2025 | RFG Advisory LLC | 13,271 | $551K | 0.0% | -51.3% | 0.558% | |
1/17/2025 | Secure Asset Management LLC | 11,990 | $498K | 0.1% | -13.2% | 0.504% | |
1/17/2025 | Janney Montgomery Scott LLC | 15,968 | $663K | 0.0% | -6.3% | 0.671% | |
1/15/2025 | Arkadios Wealth Advisors | 7,887 | $327K | 0.0% | -17.4% | 0.331% | |
1/14/2025 | Outlook Wealth Advisors LLC | 24,158 | $1.00M | 0.3% | -5.4% | 1.015% | |
1/13/2025 | BCS Wealth Management | 23,630 | $981K | 0.2% | -15.6% | 0.993% | |
1/13/2025 | Fragasso Financial Advisors Inc | 28,571 | $1.19M | 0.1% | -32.3% | 1.200% | |
1/13/2025 | Brookstone Capital Management | 15,979 | $663K | 0.0% | -96.1% | 0.671% | |
11/19/2024 | Barclays PLC | 3,793 | $154K | 0.0% | N/A | 0.159% | |
11/15/2024 | Barclays PLC | 3,793 | $154K | 0.0% | N/A | 0.159% | |
11/15/2024 | Jane Street Group LLC | 10,800 | $440K | 0.0% | N/A | 0.454% | |
11/15/2024 | HighTower Advisors LLC | 75,453 | $3.07M | 0.0% | +0.8% | 3.170% | |
11/12/2024 | Penserra Capital Management LLC | 320,191 | $13.03M | 0.3% | +26.1% | 13.453% | |
11/12/2024 | Cerity Partners LLC | 163,568 | $6.66M | 0.0% | +2.5% | 6.873% | |
11/6/2024 | OneDigital Investment Advisors LLC | 24,860 | $1.01M | 0.0% | -11.3% | 1.045% | |
11/5/2024 | Harbour Investments Inc. | 4,773 | $194K | 0.0% | +12.2% | 0.201% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 32,310 | $1.32M | 0.1% | +6.4% | 1.358% | |
11/4/2024 | Sigma Planning Corp | 15,773 | $642K | 0.0% | -3.2% | 0.663% | |
10/30/2024 | Beacon Financial Advisory LLC | 11,405 | $464K | 0.2% | -5.5% | 0.479% | |
10/25/2024 | Valmark Advisers Inc. | 5,000 | $204K | 0.0% | N/A | 0.210% | |
10/25/2024 | Strategic Blueprint LLC | 97,910 | $3.99M | 0.2% | +112.6% | 4.114% | |
10/24/2024 | Arkadios Wealth Advisors | 9,547 | $389K | 0.0% | -4.7% | 0.401% | |
10/22/2024 | Chris Bulman Inc | 9,977 | $406K | 0.3% | -8.5% | 0.419% | |
I was wrong about Trump (Ad) I made a mistake.
A mistake I feel very foolish about.
After speaking with Donald Trump and some of his advisors, I believed him.
I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years.
But I was wrong. Let me show you exactly what we’re doing to prepare. |
10/22/2024 | My Personal CFO LLC | 20,400 | $830K | 0.5% | -6.8% | 0.857% | |
10/18/2024 | Stratos Wealth Advisors LLC | 17,375 | $707K | 0.0% | -58.6% | 0.730% | |
10/8/2024 | Brookstone Capital Management | 409,159 | $16.65M | 0.2% | +5.7% | 17.192% | |
8/22/2024 | Cetera Investment Advisers | 27,300 | $1.07M | 0.0% | +22.4% | 1.147% | |
8/9/2024 | WealthPLAN Partners LLC | 97,890 | $3.83M | 0.4% | N/A | 4.113% | |
8/8/2024 | Envestnet Asset Management Inc. | 74,897 | $2.93M | 0.0% | +133.3% | 3.147% | |
8/8/2024 | CoreCap Advisors LLC | 26,611 | $1.04M | 0.1% | N/A | 1.118% | |
8/8/2024 | WPWealth LLP | 33,918 | $1.33M | 0.3% | N/A | 1.425% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 713 | $28K | 0.0% | N/A | 0.030% | |
8/6/2024 | Chris Bulman Inc | 10,905 | $426K | 0.3% | N/A | 0.458% | |