5/20/2025 | Belpointe Asset Management LLC | 49,949 | $3.07M | 0.2% | -4.8% | 0.157% | |
5/20/2025 | Focus Partners Wealth | 137,698 | $8.47M | 0.0% | -0.8% | 0.432% | |
5/19/2025 | SCS Capital Management LLC | 12,952 | $797K | 0.0% | N/A | 0.041% | |
5/16/2025 | Goldman Sachs Group Inc. | 27,399 | $1.69M | 0.0% | -22.8% | 0.087% | |
5/16/2025 | Jones Financial Companies Lllp | 56,284 | $3.46M | 0.0% | +8,213.7% | 0.177% | |
5/16/2025 | Pinnacle Family Advisors LLC | 47,188 | $2.90M | 1.6% | -0.9% | 0.148% | |
5/16/2025 | NewEdge Advisors LLC | 16,398 | $1.01M | 0.0% | -5.5% | 0.051% | |
5/16/2025 | Alexis Investment Partners LLC | 105,278 | $6.41M | 3.1% | +5.3% | 0.331% | |
5/15/2025 | EP Wealth Advisors LLC | 6,881 | $423K | 0.0% | -10.3% | 0.022% | |
5/15/2025 | Royal Bank of Canada | 465,141 | $28.62M | 0.0% | +17.5% | 1.460% | |
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5/15/2025 | MAI Capital Management | 3,727 | $229K | 0.0% | -12.0% | 0.012% | |
5/15/2025 | Connecticut Wealth Management LLC | 480,915 | $29.59M | 1.5% | +6.8% | 1.510% | |
5/15/2025 | Baird Financial Group Inc. | 91,555 | $5.63M | 0.0% | -1.5% | 0.287% | |
5/14/2025 | CreativeOne Wealth LLC | 9,995 | $615K | 0.0% | -10.0% | 0.031% | |
5/14/2025 | Per Stirling Capital Management LLC. | 57,589 | $3.54M | 0.5% | -3.9% | 0.181% | |
5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 33,427 | $2.06M | 0.0% | -0.7% | 0.105% | |
5/14/2025 | Comerica Bank | 45,023 | $2.77M | 0.0% | +8.1% | 0.141% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,147,157 | $132.12M | 0.1% | +3.3% | 6.741% | |
5/14/2025 | Kestra Advisory Services LLC | 413,484 | $25.44M | 0.1% | -23.4% | 1.298% | |
5/14/2025 | CW Advisors LLC | 9,480 | $583K | 0.0% | N/A | 0.030% | |
5/14/2025 | Asset Management Group Inc. | 95,409 | $5.87M | 1.1% | -3.0% | 0.300% | |
5/14/2025 | Capital Analysts LLC | 21,212 | $1.31M | 0.0% | +66.9% | 0.067% | |
5/13/2025 | Raymond James Financial Inc. | 626,390 | $38.54M | 0.0% | +6.8% | 1.967% | |
5/13/2025 | Cresset Asset Management LLC | 88,835 | $5.47M | 0.0% | +9.1% | 0.279% | |
5/13/2025 | NFP Retirement Inc. | 11,658 | $717K | 0.1% | N/A | 0.037% | |
5/13/2025 | Russell Investments Group Ltd. | 2,429 | $149K | 0.0% | -36.0% | 0.008% | |
5/13/2025 | HighTower Advisors LLC | 140,190 | $8.63M | 0.0% | -25.6% | 0.440% | |
5/12/2025 | White Lighthouse Investment Management Inc. | 19,739 | $1.22M | 0.2% | -4.7% | 0.062% | |
5/12/2025 | Frank Rimerman Advisors LLC | 33,699 | $2.07M | 0.2% | -4.2% | 0.106% | |
5/12/2025 | Koss Olinger Consulting LLC | 227,125 | $13.98M | 1.2% | -1.7% | 0.713% | |
5/12/2025 | National Bank of Canada FI | 201,655 | $12.41M | 0.0% | -1.0% | 0.633% | |
5/9/2025 | Greykasell Wealth Strategies Inc. | 18,453 | $1.14M | 0.6% | +2.3% | 0.058% | |
5/9/2025 | Wealthspire Advisors LLC | 21,000 | $1.29M | 0.0% | +102.2% | 0.066% | |
5/9/2025 | Atria Wealth Solutions Inc. | 76,744 | $4.72M | 0.1% | +5.1% | 0.241% | |
5/9/2025 | PNC Financial Services Group Inc. | 122,380 | $7.53M | 0.0% | -6.1% | 0.384% | |
5/8/2025 | TIAA Trust National Association | 110,915 | $6.83M | 0.0% | -1.9% | 0.348% | |
5/8/2025 | US Bancorp DE | 119,891 | $7.38M | 0.0% | -3.7% | 0.376% | |
5/8/2025 | Elios Financial Group Inc. | 33,914 | $2.09M | 1.0% | +0.5% | 0.106% | |
5/8/2025 | Harbour Investments Inc. | 714 | $44K | 0.0% | -20.8% | 0.002% | |
5/8/2025 | Modera Wealth Management LLC | 15,800 | $972K | 0.0% | -7.4% | 0.050% | |
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. |
5/8/2025 | Arkadios Wealth Advisors | 10,676 | $657K | 0.0% | +7.4% | 0.034% | |
5/7/2025 | N.E.W. Advisory Services LLC | 992 | $61K | 0.0% | N/A | 0.003% | |
5/7/2025 | Evermay Wealth Management LLC | 8,168 | $503K | 0.1% | -71.0% | 0.026% | |
5/7/2025 | Foundations Investment Advisors LLC | 466,758 | $28.72M | 0.5% | +5.7% | 1.465% | |
5/7/2025 | AWM Capital LLC | 196,367 | $12.08M | 1.4% | -4.4% | 0.617% | |
5/7/2025 | Sterling Investment Advisors Ltd. | 5,060 | $311K | 0.1% | -5.2% | 0.016% | |
5/7/2025 | LPL Financial LLC | 354,996 | $21.84M | 0.0% | +0.4% | 1.115% | |
5/7/2025 | Nvwm LLC | 4,894 | $301K | 0.1% | -42.3% | 0.015% | |
5/6/2025 | Cetera Investment Advisers | 475,880 | $29.28M | 0.1% | +12.0% | 1.494% | |
5/6/2025 | Avantax Advisory Services Inc. | 93,024 | $5.72M | 0.0% | +24.7% | 0.292% | |
5/6/2025 | Innova Wealth Partners | 14,182 | $873K | 0.5% | -68.7% | 0.045% | |
5/6/2025 | AE Wealth Management LLC | 6,408 | $394K | 0.0% | -8.3% | 0.020% | |
5/6/2025 | Choreo LLC | 4,025 | $248K | 0.0% | -7.3% | 0.013% | |
5/5/2025 | Millstone Evans Group LLC | 520 | $32K | 0.0% | +441.7% | 0.002% | |
5/5/2025 | AMG National Trust Bank | 319,196 | $19.64M | 0.5% | -0.9% | 1.002% | |
5/5/2025 | Private Advisor Group LLC | 12,114 | $745K | 0.0% | -10.6% | 0.038% | |
5/2/2025 | Bailard Inc. | 22,193 | $1.37M | 0.0% | -16.3% | 0.070% | |
5/2/2025 | Cullen Frost Bankers Inc. | 148,116 | $9.11M | 0.1% | -14.4% | 0.465% | |
5/2/2025 | Fortress Wealth Management Inc. | 15,588 | $959K | 0.5% | -4.0% | 0.049% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 800 | $49K | 0.0% | +506.1% | 0.003% | |
5/2/2025 | Strata Wealth Advisors LLC | 9,555 | $588K | 0.2% | +96.1% | 0.030% | |
5/2/2025 | Transcendent Capital Group LLC | 3,266 | $201K | 0.1% | -7.2% | 0.010% | |
5/1/2025 | CWM LLC | 111,615 | $6.87M | 0.0% | +506.4% | 0.350% | |
5/1/2025 | Ballentine Partners LLC | 119,914 | $7.38M | 0.1% | -8.6% | 0.376% | |
5/1/2025 | Family Firm Inc. | 79,330 | $4.88M | 1.1% | +1.6% | 0.249% | |
5/1/2025 | Diversify Wealth Management LLC | 8,892 | $538K | 0.0% | -6.9% | 0.028% | |
4/30/2025 | Cerity Partners LLC | 34,437 | $2.12M | 0.0% | -25.5% | 0.108% | |
4/30/2025 | Peddock Capital Advisors LLC | 27,081 | $1.67M | 0.4% | +5.8% | 0.085% | |
4/30/2025 | Axxcess Wealth Management LLC | 7,317 | $450K | 0.0% | +6.7% | 0.023% | |
4/30/2025 | Valeo Financial Advisors LLC | 25,027 | $1.54M | 0.0% | -8.7% | 0.079% | |
4/30/2025 | M&T Bank Corp | 479,547 | $29.51M | 0.1% | +1.5% | 1.506% | |
4/30/2025 | Sigma Investment Counselors Inc. | 14,392 | $886K | 0.1% | -4.8% | 0.045% | |
4/29/2025 | Financial Counselors Inc. | 3,430 | $211K | 0.0% | N/A | 0.011% | |
4/29/2025 | TD Private Client Wealth LLC | 5,043 | $310K | 0.0% | -5.3% | 0.016% | |
4/29/2025 | Envestnet Asset Management Inc. | 338,189 | $20.81M | 0.0% | +4.7% | 1.044% | |
4/29/2025 | Ifrah Financial Services Inc. | 86,460 | $5.32M | 1.5% | -0.5% | 0.267% | |
4/29/2025 | HM Payson & Co. | 450 | $28K | 0.0% | -47.1% | 0.001% | |
4/29/2025 | Bank of New York Mellon Corp | 262,173 | $16.13M | 0.0% | +27.2% | 0.809% | |
4/29/2025 | Sonata Capital Group Inc. | 17,161 | $1.06M | 0.5% | -2.0% | 0.053% | |
4/28/2025 | D.A. Davidson & CO. | 41,750 | $2.57M | 0.0% | -2.7% | 0.129% | |
4/28/2025 | Mutual Advisors LLC | 21,995 | $1.31M | 0.0% | -5.3% | 0.068% | |
4/28/2025 | Audent Global Asset Management LLC | 15,172 | $934K | 0.8% | -1.5% | 0.047% | |
4/28/2025 | Whitegate Investment Counselors Inc. | 12,915 | $795K | 0.3% | -27.1% | 0.040% | |
4/28/2025 | Keybank National Association OH | 243,154 | $14.96M | 0.1% | +1.4% | 0.750% | |
4/28/2025 | Arbor Trust Wealth Advisors LLC | 67,137 | $4.13M | 1.9% | +13.0% | 0.207% | |
4/25/2025 | Mather Group LLC. | 8,530 | $525K | 0.0% | +13.1% | 0.026% | |
4/25/2025 | Westside Investment Management Inc. | 12,128 | $746K | 0.2% | +11.7% | 0.037% | |
4/25/2025 | William Howard & Co Financial Advisors Inc | 158,720 | $9.77M | 9.2% | +1.1% | 0.490% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 21,191 | $1.30M | 0.1% | -10.8% | 0.065% | |
4/24/2025 | Cornerstone Advisors Asset Management LLC | 37,604 | $2.31M | 0.5% | +11.0% | 0.116% | |
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. |
4/24/2025 | TCV Trust & Wealth Management Inc. | 19,374 | $1.19M | 0.1% | -8.4% | 0.060% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 8,460 | $521K | 0.0% | +746.0% | 0.026% | |
4/24/2025 | Oak Wealth Advisors LLC | 6,507 | $400K | 0.3% | +13.1% | 0.020% | |
4/24/2025 | Bank of Stockton | 24,883 | $1.53M | 0.5% | -35.2% | 0.077% | |
4/23/2025 | Sequoia Financial Advisors LLC | 5,786 | $356K | 0.0% | +4.6% | 0.018% | |
4/23/2025 | Bessemer Group Inc. | 4,200 | $258K | 0.0% | +40.0% | 0.013% | |
4/23/2025 | Spire Wealth Management | 25,428 | $1.57M | 0.1% | -26.1% | 0.078% | |
4/23/2025 | Cornerstone Wealth Group LLC | 81,376 | $5.01M | 0.4% | -7.3% | 0.251% | |
4/23/2025 | Post Resch Tallon Group Inc. | 5,875 | $359K | 0.4% | +16.5% | 0.018% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 27,596 | $1.70M | 0.0% | -13.5% | 0.085% | |