7/25/2025 | Commonwealth Financial Services LLC | 5,410 | $381K | 0.1% | -6.5% | 0.085% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 3,159 | $223K | 0.0% | N/A | 0.050% | |
7/22/2025 | Apexium Financial LP | 95,065 | $6.72M | 0.4% | -0.9% | 1.502% | |
7/11/2025 | SeaCrest Wealth Management LLC | 10,722 | $756K | 0.1% | -2.6% | 0.169% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 2,896 | $206K | 0.0% | N/A | 0.046% | |
7/8/2025 | Legacy Private Trust Co. | 59,095 | $4.16M | 0.3% | -24.3% | 0.934% | |
7/2/2025 | Capital Market Strategies LLC | 17,275 | $1.22M | 0.8% | -16.0% | 0.273% | |
5/15/2025 | Royal Bank of Canada | 25,594 | $1.63M | 0.0% | +57.1% | 0.381% | |
5/15/2025 | Baird Financial Group Inc. | 40,579 | $2.59M | 0.0% | -7.0% | 0.604% | |
5/14/2025 | Apexium Financial LP | 95,945 | $6.11M | 0.4% | -1.1% | 1.428% | |
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5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 776,698 | $49.57M | 0.1% | -0.4% | 11.558% | |
5/14/2025 | Freedom Investment Management Inc. | 42,615 | $2.72M | 0.2% | +1.1% | 0.634% | |
5/14/2025 | Kestra Advisory Services LLC | 35,389 | $2.26M | 0.0% | -4.3% | 0.527% | |
5/13/2025 | Raymond James Financial Inc. | 49,159 | $3.13M | 0.0% | -3.6% | 0.732% | |
5/13/2025 | Cresset Asset Management LLC | 3,919 | $250K | 0.0% | -7.1% | 0.058% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 8,792 | $560K | 0.0% | -2.2% | 0.131% | |
5/9/2025 | Gill Capital Partners LLC | 60,648 | $3.87M | 1.3% | -9.4% | 0.903% | |
5/9/2025 | PNC Financial Services Group Inc. | 5,610 | $357K | 0.0% | N/A | 0.083% | |
5/8/2025 | HHM Wealth Advisors LLC | 1,000 | $64K | 0.0% | -14.5% | 0.015% | |
5/7/2025 | LPL Financial LLC | 347,337 | $22.13M | 0.0% | +16.8% | 5.169% | |
4/30/2025 | Leavell Investment Management Inc. | 20,046 | $1.28M | 0.1% | -2.0% | 0.298% | |
4/29/2025 | Envestnet Asset Management Inc. | 152,892 | $9.74M | 0.0% | -0.6% | 2.275% | |
4/29/2025 | Bank of New York Mellon Corp | 94,292 | $6.01M | 0.0% | -2.2% | 1.403% | |
4/29/2025 | Onyx Bridge Wealth Group LLC | 120,755 | $7.70M | 1.1% | -1.6% | 1.797% | |
4/28/2025 | Mutual Advisors LLC | 53,117 | $3.33M | 0.1% | -2.9% | 0.790% | |
4/28/2025 | Private Trust Co. NA | 4,750 | $303K | 0.0% | +87.2% | 0.071% | |
4/25/2025 | Waterfront Wealth Inc. | 100,965 | $6.43M | 1.6% | -2.4% | 1.502% | |
4/23/2025 | Navis Wealth Advisors LLC | 12,380 | $789K | 0.8% | +9.9% | 0.179% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 38,910 | $2.48M | 0.0% | -3.3% | 0.562% | |
4/11/2025 | SeaCrest Wealth Management LLC | 11,004 | $701K | 0.1% | -5.7% | 0.159% | |
4/4/2025 | Legacy Private Trust Co. | 78,104 | $4.98M | 0.3% | -19.9% | 1.129% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 251,332 | $16.62M | 0.5% | +3.9% | 3.452% | |
2/17/2025 | Cetera Investment Advisers | 14,554 | $963K | 0.0% | +7.2% | 0.200% | |
2/17/2025 | Baird Financial Group Inc. | 43,644 | $2.89M | 0.0% | +6.5% | 0.600% | |
2/17/2025 | Bank of America Corp DE | 97,355 | $6.44M | 0.0% | -7.9% | 1.337% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 22,172 | $1.47M | 0.0% | N/A | 0.305% | |
2/14/2025 | Bison Wealth LLC | 10,466 | $692K | 0.1% | -2.8% | 0.156% | |
2/14/2025 | Stifel Financial Corp | 94,278 | $6.24M | 0.0% | -2.4% | 1.295% | |
2/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 779,564 | $51.56M | 0.1% | -0.1% | 10.708% | |
2/14/2025 | Freedom Investment Management Inc. | 42,167 | $2.79M | 0.2% | -1.4% | 0.579% | |
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. |
2/13/2025 | Mariner LLC | 4,530 | $300K | 0.0% | -13.6% | 0.062% | |
2/13/2025 | Raymond James Financial Inc. | 51,004 | $3.37M | 0.0% | N/A | 0.701% | |
2/13/2025 | Advisory Services Network LLC | 4,751 | $314K | 0.0% | +41.5% | 0.065% | |
2/13/2025 | Envestnet Asset Management Inc. | 153,847 | $10.18M | 0.0% | +4.4% | 2.113% | |
2/13/2025 | Wedbush Securities Inc. | 17,941 | $1.19M | 0.0% | +4.6% | 0.246% | |
2/13/2025 | Wells Fargo & Company MN | 76,233 | $5.04M | 0.0% | +2.9% | 1.047% | |
2/12/2025 | Thoroughbred Financial Services LLC | 13,975 | $924K | 0.1% | -7.3% | 0.192% | |
2/12/2025 | Financial Engines Advisors L.L.C. | 8,993 | $595K | 0.0% | +104.6% | 0.124% | |
2/11/2025 | LPL Financial LLC | 297,315 | $19.66M | 0.0% | -23.2% | 4.084% | |
2/11/2025 | Runnymede Capital Advisors Inc. | 520 | $34K | 0.0% | N/A | 0.007% | |
2/11/2025 | Lee Danner & Bass Inc. | 800 | $53K | 0.0% | N/A | 0.011% | |
2/10/2025 | Hopwood Financial Services Inc. | 800 | $53K | 0.0% | N/A | 0.011% | |
2/6/2025 | Raymond James Financial Inc. | 51,004 | $3.37M | 0.0% | N/A | 0.701% | |
2/6/2025 | Patten Group Inc. | 8,541 | $565K | 0.1% | +3.7% | 0.117% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 7,348 | $486K | 0.0% | +35.9% | 0.101% | |
2/5/2025 | Private Trust Co. NA | 2,537 | $168K | 0.0% | +30.1% | 0.035% | |
2/4/2025 | Bank of New York Mellon Corp | 96,368 | $6.37M | 0.0% | -5.9% | 1.324% | |
1/30/2025 | WealthPLAN Partners LLC | 6,128 | $405K | 0.1% | -15.4% | 0.084% | |
1/30/2025 | Manchester Financial Inc. | 3,772 | $249K | 0.1% | N/A | 0.052% | |
1/29/2025 | Focus Financial Network Inc. | 3,525 | $233K | 0.0% | -14.3% | 0.048% | |
1/27/2025 | Onyx Bridge Wealth Group LLC | 122,661 | $8.11M | 1.2% | -0.2% | 1.685% | |
1/24/2025 | S.A. Mason LLC | 558 | $37K | 0.0% | N/A | 0.008% | |
1/22/2025 | Apexium Financial LP | 96,992 | $6.42M | 0.4% | -6.0% | 1.332% | |
1/21/2025 | Navis Wealth Advisors LLC | 11,260 | $745K | 0.8% | +6.0% | 0.155% | |
1/21/2025 | Duncan Williams Asset Management LLC | 31,698 | $2.10M | 0.8% | +5.9% | 0.435% | |
1/17/2025 | Mutual Advisors LLC | 54,701 | $3.67M | 0.1% | -1.2% | 0.751% | |
1/15/2025 | Gill Capital Partners LLC | 66,931 | $4.43M | 1.6% | -3.4% | 0.919% | |
1/8/2025 | Legacy Private Trust Co. | 97,458 | $6.45M | 0.4% | -0.3% | 1.339% | |
1/6/2025 | Capital Market Strategies LLC | 20,718 | $1.37M | 0.8% | -0.9% | 0.285% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 241,972 | $15.76M | 0.4% | -8.4% | 3.324% | |
11/15/2024 | Stifel Financial Corp | 96,587 | $6.31M | 0.0% | +1.6% | 1.327% | |
11/13/2024 | Freedom Investment Management Inc. | 42,748 | $2.80M | 0.2% | -4.8% | 0.587% | |
11/13/2024 | Private Trust Co. NA | 1,950 | $127K | 0.0% | N/A | 0.027% | |
11/13/2024 | Prosperity Financial Group Inc. | 11,646 | $761K | 0.4% | +1.3% | 0.160% | |
10/25/2024 | Mutual Advisors LLC | 55,389 | $3.65M | 0.1% | +4.7% | 0.761% | |
10/21/2024 | Wealth Effects LLC | 3,203 | $209K | 0.1% | N/A | 0.044% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 122,876 | $8.03M | 1.2% | -0.9% | 1.688% | |
10/16/2024 | SeaCrest Wealth Management LLC | 11,725 | $766K | 0.1% | -3.2% | 0.161% | |
10/10/2024 | JBR Co Financial Management Inc | 4,245 | $278K | 0.2% | -3.5% | 0.058% | |
10/10/2024 | HCR Wealth Advisors | 25,714 | $1.68M | 0.2% | +414.3% | 0.353% | |
10/9/2024 | Patten Group Inc. | 8,234 | $538K | 0.1% | +55.6% | 0.113% | |
10/8/2024 | Gill Capital Partners LLC | 69,269 | $4.53M | 1.6% | -1.3% | 0.951% | |
10/8/2024 | Legacy Private Trust Co. | 97,776 | $6.39M | 0.4% | -1.3% | 1.343% | |
10/3/2024 | Duncan Williams Asset Management LLC | 29,941 | $1.96M | 1.1% | N/A | 0.411% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 264,187 | $16.43M | 0.4% | -33.8% | 3.629% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 8,105 | $503K | 0.0% | +2.8% | 0.111% | |
8/13/2024 | Kayne Anderson Rudnick Investment Management LLC | 780,689 | $48.36M | 0.1% | -2.2% | 10.724% | |
8/9/2024 | WealthPLAN Partners LLC | 7,239 | $449K | 0.0% | -7.7% | 0.099% | |
8/8/2024 | Envestnet Asset Management Inc. | 167,252 | $10.38M | 0.0% | -4.7% | 2.297% | |
8/7/2024 | Wedbush Securities Inc. | 17,514 | $1.09M | 0.0% | -5.1% | 0.241% | |
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. |
8/7/2024 | HCR Wealth Advisors | 5,000 | $310K | 0.0% | N/A | 0.069% | |
8/1/2024 | Waterfront Wealth Inc. | 98,894 | $6.13M | 1.7% | -6.9% | 1.358% | |
7/31/2024 | Commonwealth Equity Services LLC | 21,828 | $1.35M | 0.0% | -0.9% | 0.300% | |
7/30/2024 | Atlas Capital Advisors LLC | 13,881 | $861K | 0.1% | +3.0% | 0.191% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 63,429 | $3.93M | 0.0% | -21.4% | 0.871% | |
7/26/2024 | Bank of New York Mellon Corp | 109,066 | $6.77M | 0.0% | -9.6% | 1.498% | |
7/22/2024 | SeaCrest Wealth Management LLC | 12,114 | $751K | 0.1% | +24.7% | 0.166% | |
7/19/2024 | Pacific Sun Financial Corp | 3,540 | $220K | 0.1% | -9.2% | 0.049% | |
7/19/2024 | Raymond James & Associates | 19,396 | $1.20M | 0.0% | +60.4% | 0.266% | |
5/24/2024 | Cetera Advisors LLC | 7,144 | $434K | 0.0% | N/A | 0.098% | |