7/25/2025 | Lion Street Advisors LLC | 10,829 | $531K | 0.2% | -17.2% | 0.057% | |
7/25/2025 | MGO One Seven LLC | 9,372 | $460K | 0.0% | +74.5% | 0.049% | |
7/25/2025 | CWM LLC | 348,650 | $17.09M | 0.1% | -4.1% | 1.832% | |
7/25/2025 | Apollon Wealth Management LLC | 30,416 | $1.49M | 0.0% | -1.3% | 0.160% | |
7/23/2025 | Ignite Planners LLC | 81,697 | $4.05M | 0.6% | -1.4% | 0.429% | |
7/23/2025 | REAP Financial Group LLC | 117,249 | $5.75M | 1.3% | -0.5% | 0.616% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 6,179 | $303K | 0.0% | -59.8% | 0.032% | |
7/23/2025 | Wealth Management Nebraska | 4,281 | $209K | 0.0% | N/A | 0.022% | |
7/22/2025 | MBL Wealth LLC | 127,812 | $6.27M | 0.6% | +1.2% | 0.672% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 195,667 | $9.59M | 0.2% | +1.7% | 1.028% | |
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7/21/2025 | Ameritas Advisory Services LLC | 34,552 | $1.69M | 0.1% | -5.7% | 0.182% | |
7/18/2025 | SOA Wealth Advisors LLC. | 7,635 | $374K | 0.0% | -13.7% | 0.040% | |
7/18/2025 | Truist Financial Corp | 20,540 | $1.01M | 0.0% | -1.6% | 0.108% | |
7/16/2025 | Octavia Wealth Advisors LLC | 6,915 | $339K | 0.0% | -16.5% | 0.036% | |
7/14/2025 | Park Avenue Securities LLC | 5,075 | $249K | 0.0% | +10.9% | 0.027% | |
7/14/2025 | Sowell Financial Services LLC | 10,581 | $519K | 0.0% | -4.4% | 0.056% | |
7/11/2025 | Farther Finance Advisors LLC | 19,451 | $954K | 0.0% | -4.2% | 0.102% | |
7/10/2025 | Signal Advisors Wealth LLC | 17,789 | $872K | 0.1% | -1.8% | 0.093% | |
7/9/2025 | Keystone Wealth Services LLC | 52,154 | $2.56M | 0.6% | +12.3% | 0.274% | |
7/9/2025 | Fragasso Financial Advisors Inc | 41,348 | $2.03M | 0.1% | +2.1% | 0.217% | |
7/9/2025 | Beacon Financial Group | 30,928 | $1.52M | 0.2% | -0.8% | 0.163% | |
6/2/2025 | Modern Wealth Management LLC | 23,499 | $1.07M | 0.0% | -1.2% | 0.123% | |
5/21/2025 | MBL Wealth LLC | 126,335 | $5.75M | 0.6% | -3.2% | 0.662% | |
5/16/2025 | NewEdge Advisors LLC | 34,968 | $1.59M | 0.0% | -2.5% | 0.183% | |
5/15/2025 | Royal Bank of Canada | 33,569 | $1.53M | 0.0% | -2.7% | 0.175% | |
5/14/2025 | CreativeOne Wealth LLC | 160,424 | $7.30M | 0.2% | +2.5% | 0.839% | |
5/14/2025 | FWG Investments LLC. | 22,909 | $1.04M | 1.2% | -1.2% | 0.120% | |
5/14/2025 | Kestra Advisory Services LLC | 78,718 | $3.58M | 0.0% | -0.5% | 0.411% | |
5/14/2025 | TFB Advisors LLC | 15,589 | $709K | 0.2% | +16.3% | 0.081% | |
5/13/2025 | Raymond James Financial Inc. | 289,028 | $13.15M | 0.0% | -16.5% | 1.511% | |
5/13/2025 | Cresset Asset Management LLC | 4,950 | $225K | 0.0% | -28.8% | 0.026% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 1,889 | $86K | 0.1% | +81.6% | 0.010% | |
5/12/2025 | Integrity Financial Corp WA | 24,755 | $1.13M | 0.6% | -1.1% | 0.129% | |
5/9/2025 | Atria Wealth Solutions Inc. | 25,157 | $1.14M | 0.0% | -33.3% | 0.132% | |
5/8/2025 | FSB Premier Wealth Management Inc. | 12,835 | $584K | 0.2% | -2.3% | 0.067% | |
5/7/2025 | Prosperity Consulting Group LLC | 12,497 | $568K | 0.0% | -5.7% | 0.065% | |
5/7/2025 | LPL Financial LLC | 93,997 | $4.28M | 0.0% | +13.0% | 0.491% | |
5/7/2025 | First Heartland Consultants Inc. | 39,207 | $1.78M | 0.2% | -3.0% | 0.205% | |
5/6/2025 | Assetmark Inc. | 143,086 | $6.51M | 0.0% | +38.5% | 0.748% | |
5/6/2025 | Cetera Investment Advisers | 355,399 | $16.17M | 0.0% | +14.2% | 1.858% | |
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. |
5/6/2025 | AE Wealth Management LLC | 20,903 | $951K | 0.0% | -44.8% | 0.109% | |
5/6/2025 | Ignite Planners LLC | 82,872 | $3.78M | 0.7% | -12.8% | 0.433% | |
5/5/2025 | Csenge Advisory Group | 7,137 | $311K | 0.0% | -36.4% | 0.037% | |
5/2/2025 | Legacy Capital Wealth Partners LLC | 125,862 | $5.73M | 1.2% | -14.3% | 0.658% | |
5/2/2025 | Apollon Wealth Management LLC | 30,807 | $1.40M | 0.0% | -3.3% | 0.161% | |
5/1/2025 | CWM LLC | 363,440 | $16.53M | 0.1% | -2.9% | 1.900% | |
5/1/2025 | Stephens Inc. AR | 52,076 | $2.37M | 0.0% | -1.6% | 0.272% | |
4/30/2025 | Brown Advisory Inc. | 5,000 | $227K | 0.0% | N/A | 0.026% | |
4/29/2025 | Wood Tarver Financial Group LLC | 23,543 | $1.07M | 0.3% | -7.2% | 0.123% | |
4/29/2025 | Envestnet Asset Management Inc. | 486,005 | $22.11M | 0.0% | +11.3% | 2.541% | |
4/29/2025 | Strategic Blueprint LLC | 22,453 | $1.02M | 0.1% | +25.1% | 0.117% | |
4/28/2025 | Arbor Capital Management Inc. ADV | 10,162 | $463K | 0.4% | -2.2% | 0.053% | |
4/28/2025 | Clear Creek Financial Management LLC | 5,333 | $243K | 0.0% | -52.1% | 0.028% | |
4/25/2025 | Ameritas Advisory Services LLC | 36,643 | $1.69M | 0.1% | -3.2% | 0.188% | |
4/25/2025 | New Wave Wealth Advisors LLC | 17,659 | $803K | 0.4% | -69.6% | 0.090% | |
4/24/2025 | Cambridge Advisors Inc. | 8,100 | $368K | 0.1% | -17.3% | 0.041% | |
4/24/2025 | Holistic Planning LLC | 18,999 | $864K | 0.3% | N/A | 0.097% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 93,686 | $4.26M | 0.0% | -4.0% | 0.480% | |
4/22/2025 | World Equity Group Inc. | 10,760 | $489K | 0.1% | +23.9% | 0.055% | |
4/21/2025 | ORG Partners LLC | 2,500 | $114K | 0.0% | N/A | 0.013% | |
4/21/2025 | Clear Point Advisors Inc. | 7,350 | $334K | 0.3% | -22.3% | 0.038% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 4,697 | $214K | 0.0% | -70.5% | 0.024% | |
4/21/2025 | LifeWealth Investments LLC | 13,438 | $611K | 0.2% | +55.2% | 0.069% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 15,358 | $700K | 0.0% | -20.7% | 0.079% | |
4/17/2025 | Sowell Financial Services LLC | 11,064 | $503K | 0.0% | +7.6% | 0.057% | |
4/17/2025 | Janney Montgomery Scott LLC | 20,879 | $950K | 0.0% | -10.0% | 0.107% | |
4/17/2025 | Keystone Wealth Services LLC | 46,451 | $2.11M | 0.6% | -21.3% | 0.238% | |
4/16/2025 | Marshall Financial Group LLC | 5,964 | $271K | 0.1% | -5.6% | 0.031% | |
4/15/2025 | Integrated Advisors Network LLC | 20,720 | $942K | 0.0% | +3.8% | 0.106% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 192,474 | $8.76M | 0.2% | -13.3% | 0.986% | |
4/14/2025 | Farther Finance Advisors LLC | 20,298 | $925K | 0.0% | +4,102.5% | 0.104% | |
4/14/2025 | McCarthy & Cox | 23,340 | $1.06M | 0.5% | -93.1% | 0.120% | |
4/14/2025 | Park Avenue Securities LLC | 4,575 | $208K | 0.0% | N/A | 0.023% | |
4/11/2025 | Signal Advisors Wealth LLC | 18,120 | $824K | 0.1% | -15.4% | 0.093% | |
4/10/2025 | Beacon Financial Group | 31,179 | $1.42M | 0.2% | -12.2% | 0.160% | |
4/10/2025 | Accel Wealth Management | 33,782 | $1.54M | 0.6% | -3.2% | 0.173% | |
4/9/2025 | Fragasso Financial Advisors Inc | 40,515 | $1.84M | 0.1% | -2.3% | 0.207% | |
4/9/2025 | NBC Securities Inc. | 9,213 | $419K | 0.0% | +92,030.0% | 0.047% | |
3/24/2025 | Mascagni Wealth Management Inc. | 560 | $26K | 0.0% | N/A | 0.003% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 6,776 | $315K | 0.0% | N/A | 0.035% | |
3/6/2025 | Wood Tarver Financial Group LLC | 25,369 | $1.18M | 0.4% | N/A | 0.132% | |
2/28/2025 | Park Square Financial Group LLC | 544 | $25K | 0.0% | N/A | 0.004% | |
2/27/2025 | REAP Financial Group LLC | 117,245 | $5.46M | 1.4% | +1.5% | 0.837% | |
2/26/2025 | LifeWealth Investments LLC | 8,658 | $403K | 0.3% | N/A | 0.062% | |
2/25/2025 | Leigh Baldwin & CO. LLC | 4,725 | $220K | 0.1% | N/A | 0.034% | |
2/25/2025 | Armis Advisers LLC | 125,392 | $5.84M | 0.7% | N/A | 0.896% | |
2/25/2025 | Integrated Advisors Network LLC | 19,963 | $929K | 0.0% | -1.5% | 0.143% | |
2/18/2025 | Sunbelt Securities Inc. | 14,652 | $684K | 0.1% | -5.3% | 0.105% | |
2/18/2025 | First Heartland Consultants Inc. | 40,422 | $1.88M | 0.2% | +2.9% | 0.289% | |
2/17/2025 | Wolverine Trading LLC | 8,423 | $393K | 0.0% | N/A | 0.060% | |
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 | EPG Wealth Management LLC | 3,800 | $177K | 0.0% | -20.8% | 0.027% | |
2/17/2025 | CoreCap Advisors LLC | 11,370 | $529K | 0.0% | +13.1% | 0.081% | |
2/17/2025 | Cetera Investment Advisers | 311,315 | $14.49M | 0.0% | -30.7% | 2.224% | |
2/17/2025 | Citadel Advisors LLC | 19,815 | $922K | 0.0% | +36.4% | 0.142% | |
2/17/2025 | Aptus Capital Advisors LLC | 600 | $28K | 0.0% | -40.0% | 0.004% | |
2/14/2025 | Prosperity Consulting Group LLC | 13,247 | $617K | 0.0% | +7.1% | 0.095% | |
2/14/2025 | Topsail Wealth Management LLC | 4,820 | $224K | 0.0% | N/A | 0.034% | |
2/14/2025 | MML Investors Services LLC | 34,515 | $1.61M | 0.0% | +5.1% | 0.247% | |
2/14/2025 | GeoWealth Management LLC | 1,234 | $57K | 0.0% | -78.0% | 0.009% | |
2/13/2025 | NewEdge Advisors LLC | 35,850 | $1.67M | 0.0% | -9.8% | 0.256% | |