7/25/2025 | Wells Financial Advisors INC | 1,710 | $108K | 0.1% | +362.2% | 0.001% | |
7/24/2025 | Ramirez Asset Management Inc. | 2,672 | $169K | 0.0% | -31.7% | 0.001% | |
7/23/2025 | NBT Bank N A NY | 10,964 | $692K | 0.0% | -1.5% | 0.005% | |
7/23/2025 | Venturi Wealth Management LLC | 16,632 | $1.05M | 0.1% | -5.7% | 0.008% | |
7/23/2025 | High Note Wealth LLC | 89,224 | $5.63M | 1.3% | +37.4% | 0.041% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 17,712 | $1.12M | 0.0% | -0.9% | 0.008% | |
7/22/2025 | Inlight Wealth Management LLC | 20,723 | $1.31M | 0.3% | +141.9% | 0.010% | |
7/22/2025 | Duncan Williams Asset Management LLC | 29,669 | $1.87M | 0.3% | N/A | 0.014% | |
7/22/2025 | Valeo Financial Advisors LLC | 93,571 | $5.91M | 0.0% | -8.0% | 0.043% | |
7/22/2025 | Kickstand Ventures LLC. | 29,669 | $1.87M | 0.4% | +1.8% | 0.014% | |
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7/21/2025 | Quent Capital LLC | 56,129 | $3.54M | 0.3% | -6.9% | 0.026% | |
7/21/2025 | Wallington Asset Management LLC | 125,065 | $7.90M | 1.1% | -45.1% | 0.058% | |
7/21/2025 | Exchange Capital Management Inc. | 7,401 | $467K | 0.1% | -2.1% | 0.003% | |
7/18/2025 | MJT & Associates Financial Advisory Group Inc. | 501 | $32K | 0.0% | N/A | 0.000% | |
7/17/2025 | Janney Montgomery Scott LLC | 765,607 | $48.34M | 0.1% | -51.6% | 0.355% | |
7/16/2025 | ORG Wealth Partners LLC | 12,832 | $812K | 0.2% | N/A | 0.006% | |
7/16/2025 | MJT & Associates Financial Advisory Group Inc. | 501 | $32K | 0.0% | N/A | 0.000% | |
7/16/2025 | Patron Partners LLC | 7,643 | $483K | 0.2% | -47.7% | 0.004% | |
7/16/2025 | Steph & Co. | 12,657 | $799K | 0.3% | +630.8% | 0.006% | |
7/16/2025 | Ayalon Insurance Comp Ltd. | 214,717 | $13.56M | 3.9% | +30.3% | 0.100% | |
7/15/2025 | TD Private Client Wealth LLC | 1,486 | $94K | 0.0% | -36.4% | 0.001% | |
7/15/2025 | Graypoint LLC | 110,737 | $6.99M | 0.4% | -9.6% | 0.051% | |
7/15/2025 | Fortitude Family Office LLC | 65,133 | $4.11M | 1.3% | -23.8% | 0.030% | |
7/15/2025 | GSB Wealth Management LLC | 97,601 | $6.16M | 1.5% | -3.1% | 0.045% | |
7/14/2025 | AdvisorNet Financial Inc | 1,171 | $74K | 0.0% | -35.8% | 0.001% | |
7/11/2025 | First PREMIER Bank | 2,677 | $169K | 0.0% | +19.6% | 0.001% | |
7/11/2025 | Farther Finance Advisors LLC | 219,552 | $13.86M | 0.3% | -12.4% | 0.102% | |
7/11/2025 | Professional Advisory Services Inc. | 352,595 | $22.26M | 3.0% | -2.2% | 0.164% | |
7/10/2025 | Myriad Asset Management US LP | 629,810 | $39.77M | 26.3% | N/A | 0.292% | |
7/9/2025 | Fiduciary Alliance LLC | 72,275 | $4.56M | 0.3% | +7.6% | 0.034% | |
7/9/2025 | Central Bank & Trust Co. | 171,196 | $10.81M | 1.8% | -17.8% | 0.079% | |
7/9/2025 | Bulwark Capital Corp | 584 | $37K | 0.0% | N/A | 0.000% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 5,351 | $338K | 0.0% | +31.5% | 0.002% | |
7/8/2025 | Heartwood Wealth Advisors LLC | 7,252 | $458K | 0.0% | +7.5% | 0.003% | |
7/8/2025 | Parallel Advisors LLC | 31,459 | $1.99M | 0.0% | -12.1% | 0.015% | |
7/2/2025 | Norway Savings Bank | 78,792 | $4.98M | 2.6% | +2.0% | 0.037% | |
7/2/2025 | LVM Capital Management Ltd. MI | 100,599 | $6.35M | 0.7% | +11.9% | 0.047% | |
5/20/2025 | Anchor Investment Management LLC | 21,525 | $1.19M | 0.1% | -13.3% | 0.008% | |
5/16/2025 | United Services Automobile Association | 5,316,622 | $293.37M | 9.0% | N/A | 2.056% | |
5/16/2025 | CKW Financial Group | 450,089 | $24.93M | 3.1% | +5.3% | 0.174% | |
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. |
5/16/2025 | NewEdge Advisors LLC | 763,340 | $42.05M | 0.2% | -17.9% | 0.295% | |
5/16/2025 | Integrated Wealth Concepts LLC | 645,313 | $35.55M | 0.4% | +40.5% | 0.250% | |
5/16/2025 | Ancora Advisors LLC | 172,070 | $9.48M | 0.2% | -5.0% | 0.067% | |
5/15/2025 | Weitzel Financial Services Inc. | 50,557 | $2.74M | 1.3% | +2.2% | 0.020% | |
5/15/2025 | Baird Financial Group Inc. | 537,984 | $29.64M | 0.1% | +2.1% | 0.208% | |
5/15/2025 | OLD Mission Capital LLC | 800,394 | $44.09M | 0.6% | -53.7% | 0.310% | |
5/15/2025 | Oarsman Capital Inc. | 183,334 | $10.10M | 1.8% | +8.6% | 0.071% | |
5/14/2025 | Redwood Investment Management LLC | 25,323 | $1.40M | 0.2% | +5.4% | 0.010% | |
5/14/2025 | SVB Wealth LLC | 5,205 | $287K | 0.0% | -29.9% | 0.002% | |
5/14/2025 | Ameriprise Financial Inc. | 6,693,275 | $368.75M | 0.1% | -7.8% | 2.588% | |
5/14/2025 | Flow Traders U.S. LLC | 471,214 | $25.96M | 1.1% | N/A | 0.182% | |
5/14/2025 | Partners Capital Investment Group LLP | 4,000,438 | $220.38M | 3.7% | +12.2% | 1.547% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 13,278 | $731K | 0.0% | -4.0% | 0.005% | |
5/14/2025 | Legacy Financial Advisors Inc. | 58,997 | $3.25M | 0.5% | -1.7% | 0.023% | |
5/14/2025 | Colonial Trust Advisors | 76,510 | $4.22M | 0.4% | +13.9% | 0.030% | |
5/13/2025 | Ethos Financial Group LLC | 123,161 | $6.79M | 0.7% | +9.2% | 0.048% | |
5/13/2025 | Gen Wealth Partners Inc | 45,854 | $2.53M | 1.1% | -23.4% | 0.018% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 9,475 | $522K | 0.0% | -3.0% | 0.004% | |
5/13/2025 | EverSource Wealth Advisors LLC | 34,783 | $1.92M | 0.1% | +18.0% | 0.013% | |
5/13/2025 | Russell Investments Group Ltd. | 1,424,609 | $78.48M | 0.1% | +6.3% | 0.551% | |
5/12/2025 | AGF Management Ltd. | 306,507 | $16.89M | 0.1% | -2.4% | 0.119% | |
5/12/2025 | SouthState Corp | 627 | $35K | 0.0% | N/A | 0.000% | |
5/12/2025 | Scissortail Wealth Management LLC | 31,774 | $1.75M | 0.4% | -29.7% | 0.012% | |
5/12/2025 | Harvest Investment Advisors LLC | 56,169 | $3.09M | 2.2% | +6.5% | 0.022% | |
5/12/2025 | Bare Financial Services Inc | 133,256 | $7.34M | 2.8% | +5.8% | 0.052% | |
5/12/2025 | Basso Capital Management L.P. | 5,150 | $284K | 0.2% | -62.9% | 0.002% | |
5/12/2025 | Atlas Capital Advisors Inc. | 63,439 | $3.50M | 0.4% | +68.0% | 0.025% | |
5/12/2025 | JPMorgan Chase & Co. | 6,797,205 | $374.46M | 0.0% | -53.2% | 2.628% | |
5/12/2025 | Zions Bancorporation National Association UT | 1,105 | $61K | 0.0% | N/A | 0.000% | |
5/12/2025 | Hirtle Callaghan & Co LLC | 47,397 | $2.61M | 0.1% | +14.6% | 0.018% | |
5/9/2025 | Greykasell Wealth Strategies Inc. | 59,661 | $3.29M | 1.8% | +0.8% | 0.023% | |
5/9/2025 | Tidemark LLC | 1,148 | $63K | 0.0% | +96.2% | 0.000% | |
5/9/2025 | Wallington Asset Management LLC | 227,795 | $12.55M | 1.8% | +0.7% | 0.088% | |
5/9/2025 | Cary Street Partners Investment Advisory LLC | 3,266 | $180K | 0.1% | -16.9% | 0.001% | |
5/9/2025 | Commonwealth Retirement Investments LLC | 16,873 | $930K | 0.4% | -12.8% | 0.007% | |
5/9/2025 | Cary Street Partners Financial LLC | 15,468 | $852K | 0.0% | -24.2% | 0.006% | |
5/9/2025 | Kickstand Ventures LLC. | 29,158 | $1.61M | 0.4% | -16.5% | 0.011% | |
5/8/2025 | TIAA Trust National Association | 965,182 | $53.17M | 0.2% | -35.7% | 0.373% | |
5/8/2025 | SlateStone Wealth LLC | 119,994 | $6.61M | 0.7% | +15.0% | 0.046% | |
5/8/2025 | Arkadios Wealth Advisors | 16,235 | $894K | 0.0% | +37.7% | 0.006% | |
5/7/2025 | Ramirez Asset Management Inc. | 3,913 | $216K | 0.0% | +12.2% | 0.002% | |
5/7/2025 | Portland Global Advisors LLC | 6,025 | $332K | 0.0% | -31.1% | 0.002% | |
5/7/2025 | Keyvantage Wealth LLC | 15,975 | $880K | 0.4% | -52.6% | 0.006% | |
5/7/2025 | Nvwm LLC | 21,529 | $1.19M | 0.3% | +11.2% | 0.008% | |
5/6/2025 | Vestor Capital LLC | 210,819 | $11.61M | 1.0% | +85.5% | 0.082% | |
5/5/2025 | Crestwood Advisors Group LLC | 440,314 | $24.26M | 0.5% | -18.2% | 0.170% | |
5/2/2025 | Graypoint LLC | 122,458 | $6.75M | 0.4% | +6.3% | 0.047% | |
5/2/2025 | Cullen Frost Bankers Inc. | 2,457,140 | $135.36M | 1.9% | +8.3% | 0.950% | |
5/1/2025 | Cutter & CO Brokerage Inc. | 14,487 | $798K | 0.2% | +4.9% | 0.006% | |
5/1/2025 | Hughes Financial Services LLC | 676,018 | $37.45M | 7.3% | +3.2% | 0.261% | |
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer? (Ad) Something extraordinary is happening in Washington.
For the first time in over a century, a sitting President could release a national treasure that's been tied up in red tape, for generations.
I'm talking about a $150 trillion American asset that's scattered across all 50 states.
While the mainstream media focuses on political theater, this story is quietly developing behind closed doors. We recently interviewed Rickards to get the full story and understand how everyday Americans can pre |
5/1/2025 | High Note Wealth LLC | 64,952 | $3.58M | 0.9% | +23.7% | 0.025% | |
5/1/2025 | Sentinel Trust Co. LBA | 456,200 | $25.13M | 3.0% | -1.2% | 0.176% | |
5/1/2025 | Fifth Third Securities Inc. | 5,809 | $320K | 0.0% | +25.5% | 0.002% | |
4/30/2025 | Strategic Investment Management LLC | 309,190 | $17.03M | 6.8% | -5.1% | 0.120% | |
4/30/2025 | Cornerstone Planning Group LLC | 861 | $48K | 0.0% | +26.2% | 0.000% | |
4/30/2025 | Valeo Financial Advisors LLC | 101,668 | $5.60M | 0.1% | -7.2% | 0.039% | |
4/30/2025 | Sierra Capital LLC | 80,197 | $4.42M | 0.5% | +8.1% | 0.031% | |
4/30/2025 | Synergy Investment Management LLC | 56,974 | $3.14M | 1.3% | +7.1% | 0.022% | |
4/29/2025 | Burke & Herbert Bank & Trust Co. | 37,430 | $2.06M | 0.5% | -1.6% | 0.014% | |
4/29/2025 | Bank of New York Mellon Corp | 10,566,782 | $582.12M | 0.1% | +1.6% | 4.086% | |