7/31/2025 | Carnegie Investment Counsel | 172,708 | $2.90M | 0.1% | +6.1% | 0.169% | |
7/30/2025 | Greatmark Investment Partners Inc. | 11,150 | $187K | 0.0% | N/A | 0.011% | |
7/30/2025 | Cookson Peirce & Co. Inc. | 591,861 | $9.93M | 0.4% | +0.3% | 0.579% | |
7/30/2025 | Phoenix Financial Ltd. | 34,199 | $574K | 0.0% | N/A | 0.033% | |
7/29/2025 | Stephens Inc. AR | 198,908 | $3.34M | 0.0% | +6.4% | 0.194% | |
7/29/2025 | Novare Capital Management LLC | 177,723 | $2.98M | 0.2% | +3.2% | 0.174% | |
7/29/2025 | Straight Path Wealth Management | 184,664 | $3.10M | 1.1% | +29.8% | 0.181% | |
7/29/2025 | Angeles Wealth Management LLC | 2,336 | $39K | 0.0% | N/A | 0.002% | |
7/29/2025 | Latitude Advisors LLC | 10,328 | $173K | 0.1% | -32.0% | 0.010% | |
7/28/2025 | Tlwm | 1,648,405 | $27.66M | 5.3% | +0.5% | 1.611% | |
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7/25/2025 | Astoria Portfolio Advisors LLC. | 33,133 | $553K | 0.2% | +32.2% | 0.032% | |
7/25/2025 | G2 Capital Management LLC OH | 90,574 | $1.52M | 0.4% | +1.2% | 0.089% | |
7/25/2025 | CWM LLC | 807,432 | $13.55M | 0.0% | +0.5% | 0.792% | |
7/25/2025 | Hobbs Group Advisors LLC | 52,940 | $888K | 0.3% | +47.1% | 0.052% | |
7/24/2025 | Eastern Bank | 24,500 | $411K | 0.0% | -79.6% | 0.024% | |
7/24/2025 | Fourpath Capital Management LLC | 34,453 | $578K | 0.1% | N/A | 0.034% | |
7/24/2025 | Coordinated Financial Services Inc. | 57,601 | $967K | 0.7% | N/A | 0.056% | |
7/24/2025 | IFP Advisors Inc | 3,292 | $55K | 0.0% | +45.7% | 0.003% | |
7/23/2025 | Opulen Financial Group LLC | 144,540 | $2.43M | 2.0% | +6.7% | 0.142% | |
7/23/2025 | Sax Wealth Advisors LLC | 34,812 | $584K | 0.0% | +22.0% | 0.034% | |
7/23/2025 | Country Club Bank | 249,717 | $4.18M | 0.3% | -4.6% | 0.245% | |
7/23/2025 | Waycross Investment Management Co | 396,405 | $6.65M | 6.9% | -0.3% | 0.389% | |
7/22/2025 | Duncan Williams Asset Management LLC | 15,093 | $253K | 0.0% | N/A | 0.015% | |
7/22/2025 | Marietta Wealth Management LLC | 386,136 | $6.48M | 0.8% | +1.8% | 0.382% | |
7/22/2025 | Kickstand Ventures LLC. | 15,093 | $253K | 0.1% | N/A | 0.015% | |
7/21/2025 | Segment Wealth Management LLC | 51,670 | $867K | 0.1% | +2.8% | 0.051% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 190,900 | $3.20M | 0.1% | +3.2% | 0.189% | |
7/21/2025 | Exchange Capital Management Inc. | 85,197 | $1.43M | 0.2% | -46.8% | 0.084% | |
7/21/2025 | Crews Bank & Trust | 1,650 | $28K | 0.0% | N/A | 0.002% | |
7/18/2025 | Ledgewood Wealth Advisors LLC | 125,029 | $2.10M | 1.3% | +0.7% | 0.125% | |
7/18/2025 | Truist Financial Corp | 599,214 | $10.06M | 0.0% | +1.0% | 0.597% | |
7/17/2025 | Janney Montgomery Scott LLC | 507,039 | $8.51M | 0.0% | -13.9% | 0.505% | |
7/17/2025 | Independence Bank of Kentucky | 64,421 | $1.08M | 0.2% | +2.7% | 0.064% | |
7/17/2025 | Avior Wealth Management LLC | 69,978 | $1.17M | 0.0% | +128.2% | 0.070% | |
7/17/2025 | Hengehold Capital Management LLC | 1,981,223 | $33.25M | 3.0% | +27.7% | 1.974% | |
7/15/2025 | BCS Wealth Management | 270,785 | $4.54M | 1.0% | +9.7% | 0.273% | |
7/15/2025 | Accurate Wealth Management LLC | 14,708 | $246K | 0.0% | N/A | 0.015% | |
7/14/2025 | CRA Financial Services LLC | 49,960 | $838K | 0.1% | +2.0% | 0.050% | |
7/14/2025 | Oliver Luxxe Assets LLC | 31,437 | $528K | 0.1% | +26.8% | 0.032% | |
7/14/2025 | Infinity Wealth Counsel LLC | 173,066 | $2.90M | 2.9% | +3.4% | 0.175% | |
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. |
7/11/2025 | Farther Finance Advisors LLC | 11,807 | $198K | 0.0% | +1,586.7% | 0.012% | |
7/11/2025 | Butensky & Cohen Financial Security Inc. | 80,101 | $1.34M | 0.4% | +3.4% | 0.081% | |
7/11/2025 | AA Financial Advisors LLC | 31,250 | $524K | 0.1% | -50.9% | 0.032% | |
7/10/2025 | Sterling Financial Group Inc. | 12,441 | $209K | 0.1% | -9.7% | 0.013% | |
7/10/2025 | CWC Advisors LLC. | 10,045 | $169K | 0.1% | -9.4% | 0.010% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 24,175 | $406K | 0.1% | -3.1% | 0.024% | |
7/10/2025 | NorthCrest Asset Manangement LLC | 300,969 | $5.04M | 0.1% | -1.2% | 0.305% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 164,369 | $2.75M | 0.0% | +7.7% | 0.167% | |
7/8/2025 | Everpar Advisors LLC | 33,154 | $556K | 0.3% | +67.6% | 0.034% | |
7/8/2025 | Dover Advisors LLC | 47,882 | $803K | 0.4% | -2.4% | 0.049% | |
7/8/2025 | NBC Securities Inc. | 45,925 | $770K | 0.1% | -3.5% | 0.047% | |
7/8/2025 | Apella Capital LLC | 36,060 | $603K | 0.0% | -3.9% | 0.037% | |
7/8/2025 | Legacy Private Trust Co. | 71,176 | $1.19M | 0.1% | -5.2% | 0.072% | |
7/8/2025 | Red Spruce Capital LLC | 71,935 | $1.21M | 0.5% | +13.8% | 0.073% | |
7/7/2025 | Horizons Wealth Management | 217,042 | $3.64M | 2.6% | +0.5% | 0.221% | |
7/7/2025 | TruWealth Advisors LLC | 3,883,937 | $65.17M | 3.6% | +14.4% | 3.953% | |
7/1/2025 | Legacy Wealth Management LLC MS | 14,672 | $246K | 0.1% | N/A | 0.015% | |
6/27/2025 | Goldman Sachs Group Inc. | 15,230 | $253K | 0.0% | N/A | 0.016% | |
5/27/2025 | Advisors Capital Management LLC | 864,663 | $14.35M | 0.2% | +1.9% | 0.933% | |
5/21/2025 | Geneos Wealth Management Inc. | 25,216 | $418K | 0.0% | +37.0% | 0.027% | |
5/20/2025 | Focus Partners Wealth | 677,205 | $11.24M | 0.0% | +61.8% | 0.731% | |
5/19/2025 | Jane Street Group LLC | 355,967 | $5.91M | 0.0% | +3,211.3% | 0.384% | |
5/16/2025 | Goldman Sachs Group Inc. | 15,230 | $253K | 0.0% | N/A | 0.016% | |
5/16/2025 | Jones Financial Companies Lllp | 202,440 | $3.36M | 0.0% | +85.3% | 0.218% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 47,213 | $783K | 0.6% | N/A | 0.051% | |
5/16/2025 | Redwood Financial Network Corp | 14,994 | $249K | 0.2% | +28.3% | 0.016% | |
5/16/2025 | NewEdge Advisors LLC | 92,050 | $1.53M | 0.0% | +56.4% | 0.099% | |
5/16/2025 | Integrated Wealth Concepts LLC | 43,652 | $724K | 0.0% | +73.2% | 0.047% | |
5/16/2025 | AQR Capital Management LLC | 40,708 | $675K | 0.0% | +65.9% | 0.044% | |
5/15/2025 | Capital Investment Counsel LLC | 430,796 | $7.15M | 1.2% | +239.8% | 0.465% | |
5/15/2025 | Royal Bank of Canada | 1,145,051 | $19.00M | 0.0% | +12.2% | 1.235% | |
5/15/2025 | MAI Capital Management | 1,059,281 | $17.57M | 0.1% | +17.7% | 1.143% | |
5/15/2025 | Insight Wealth Partners LLC | 14,309 | $237K | 0.0% | N/A | 0.015% | |
5/15/2025 | Baird Financial Group Inc. | 788,983 | $13.09M | 0.0% | +1,426.9% | 0.851% | |
5/15/2025 | Hanover Advisors Inc. | 40,907 | $679K | 0.3% | +102.5% | 0.044% | |
5/14/2025 | Comerica Bank | 46,303 | $768K | 0.0% | +69.4% | 0.050% | |
5/14/2025 | Freedom Investment Management Inc. | 13,546 | $225K | 0.0% | -48.6% | 0.015% | |
5/14/2025 | Oliver Luxxe Assets LLC | 24,800 | $411K | 0.1% | +102.4% | 0.027% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 59,045 | $980K | 0.0% | +14.4% | 0.064% | |
5/14/2025 | Sax Wealth Advisors LLC | 28,524 | $473K | 0.0% | +16.9% | 0.031% | |
5/14/2025 | Compound Planning Inc. | 13,492 | $224K | 0.0% | N/A | 0.015% | |
5/14/2025 | Hobbs Group Advisors LLC | 35,992 | $597K | 0.2% | +5.8% | 0.039% | |
5/14/2025 | Flow Traders U.S. LLC | 81,875 | $1.36M | 0.1% | -47.5% | 0.088% | |
5/14/2025 | Colonial Trust Advisors | 118,106 | $1.96M | 0.2% | +27.5% | 0.127% | |
5/13/2025 | Aptus Capital Advisors LLC | 7,453,803 | $123.66M | 1.3% | +12.5% | 8.041% | |
5/13/2025 | Raymond James Financial Inc. | 4,487,868 | $74.45M | 0.0% | +17.9% | 4.841% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 11,344 | $188K | 0.0% | N/A | 0.012% | |
5/13/2025 | Redmond Asset Management LLC | 15,238 | $253K | 0.1% | N/A | 0.016% | |
5/13/2025 | Cookson Peirce & Co. Inc. | 590,007 | $9.79M | 0.5% | -1.3% | 0.636% | |
5/13/2025 | Infinity Wealth Counsel LLC | 167,400 | $2.78M | 3.0% | +1.0% | 0.181% | |
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. |
5/13/2025 | Tlwm | 1,639,836 | $27.21M | 5.4% | +2.2% | 1.769% | |
5/13/2025 | HighTower Advisors LLC | 24,521 | $407K | 0.0% | +5.6% | 0.026% | |
5/12/2025 | Kohmann Bosshard Financial Services LLC | 37,822 | $627K | 0.1% | +3.9% | 0.041% | |
5/12/2025 | Motley Fool Wealth Management LLC | 1,939,995 | $32.19M | 1.9% | -6.6% | 2.093% | |
5/12/2025 | Invesco Ltd. | 2,707,933 | $44.93M | 0.0% | +1.4% | 2.921% | |
5/12/2025 | Morton Community Bank | 15,620 | $259K | 0.1% | N/A | 0.017% | |
5/9/2025 | PNC Financial Services Group Inc. | 4,176 | $69K | 0.0% | +17.8% | 0.005% | |
5/8/2025 | MONECO Advisors LLC | 968,947 | $16.08M | 1.7% | +45.7% | 1.045% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 184,930 | $3.07M | 0.1% | +1.6% | 0.199% | |
5/8/2025 | Harbour Investments Inc. | 34,434 | $571K | 0.0% | +63.1% | 0.037% | |