5/20/2025 | Blue Rock Wealth Management LLC | 44,276 | $3.10M | 2.6% | +2.1% | 0.686% | |
5/19/2025 | Jane Street Group LLC | 14,913 | $1.04M | 0.0% | +19.0% | 0.231% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 11,768 | $824K | 0.0% | +18.6% | 0.182% | |
5/15/2025 | Royal Bank of Canada | 118,522 | $8.30M | 0.0% | +17.4% | 1.838% | |
5/14/2025 | Comerica Bank | 8,116 | $568K | 0.0% | -2.5% | 0.126% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 4,955 | $347K | 0.0% | +54.0% | 0.077% | |
5/13/2025 | Raymond James Financial Inc. | 290,665 | $20.34M | 0.0% | +5.9% | 4.506% | |
5/13/2025 | HighTower Advisors LLC | 7,100 | $497K | 0.0% | N/A | 0.110% | |
5/12/2025 | Townsquare Capital LLC | 19,891 | $1.39M | 0.0% | +247.1% | 0.308% | |
5/9/2025 | Wealthspire Advisors LLC | 29,144 | $2.04M | 0.0% | -2.0% | 0.452% | |
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5/8/2025 | IFG Advisory LLC | 4,880 | $342K | 0.0% | -18.7% | 0.076% | |
5/8/2025 | Arkadios Wealth Advisors | 6,824 | $478K | 0.0% | -5.2% | 0.106% | |
5/7/2025 | Norden Group LLC | 18,118 | $1.27M | 0.1% | N/A | 0.281% | |
5/7/2025 | LPL Financial LLC | 538,861 | $37.72M | 0.0% | +7.2% | 8.354% | |
5/6/2025 | Cetera Investment Advisers | 4,366 | $306K | 0.0% | +10.7% | 0.068% | |
5/6/2025 | Avantax Advisory Services Inc. | 52,056 | $3.64M | 0.0% | -9.8% | 0.807% | |
5/6/2025 | PFG Advisors | 6,753 | $473K | 0.0% | +28.1% | 0.105% | |
5/5/2025 | Private Advisor Group LLC | 70,344 | $4.92M | 0.0% | +13.0% | 1.091% | |
5/2/2025 | Leelyn Smith LLC | 353,387 | $24.73M | 4.4% | -4.3% | 5.539% | |
5/1/2025 | Horizon Advisory Services Inc. | 5,831 | $408K | 0.2% | +11.7% | 0.091% | |
4/30/2025 | Stratos Wealth Partners LTD. | 5,427 | $380K | 0.0% | +62.1% | 0.085% | |
4/29/2025 | Envestnet Asset Management Inc. | 20,233 | $1.42M | 0.0% | N/A | 0.317% | |
4/28/2025 | Resonant Capital Advisors LLC | 235,882 | $16.52M | 1.2% | +4.2% | 3.697% | |
4/28/2025 | Private Trust Co. NA | 699 | $49K | 0.0% | N/A | 0.011% | |
4/28/2025 | Arlington Trust Co LLC | 370 | $26K | 0.0% | N/A | 0.006% | |
4/25/2025 | Altus Wealth Group LLC | 7,235 | $506K | 0.2% | +16.5% | 0.113% | |
4/25/2025 | Pacific Wealth Strategies Group Inc. | 7,576 | $530K | 0.4% | N/A | 0.119% | |
4/25/2025 | Ameritas Advisory Services LLC | 12,872 | $914K | 0.0% | +2.7% | 0.202% | |
4/23/2025 | AssuredPartners Investment Advisors LLC | 24,607 | $1.72M | 0.3% | +3.8% | 0.388% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 300,242 | $21.01M | 0.1% | -1.2% | 4.728% | |
4/22/2025 | Worth Financial Advisory Group LLC | 57,747 | $4.04M | 2.6% | +0.7% | 0.909% | |
4/21/2025 | Silver Oak Securities Incorporated | 311,917 | $21.83M | 2.0% | +3,529.5% | 4.912% | |
4/21/2025 | Wealthspan Partners LLC | 5,440 | $381K | 0.2% | -25.6% | 0.086% | |
4/18/2025 | CENTRAL TRUST Co | 18,636 | $1.30M | 0.0% | +14.2% | 0.302% | |
4/17/2025 | Janney Montgomery Scott LLC | 51,239 | $3.59M | 0.0% | +1.6% | 0.829% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 46,065 | $3.22M | 0.0% | +7.2% | 0.745% | |
4/14/2025 | Farther Finance Advisors LLC | 4,772 | $334K | 0.0% | +33.0% | 0.077% | |
4/14/2025 | McCarthy & Cox | 64,848 | $4.54M | 2.0% | +1.0% | 1.049% | |
4/10/2025 | Breakwater Capital Group | 34,077 | $2.39M | 0.4% | +7.0% | 0.559% | |
4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 2,149 | $150K | 0.0% | +1,690.8% | 0.035% | |
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. |
4/10/2025 | Secure Asset Management LLC | 3,897 | $273K | 0.1% | -16.9% | 0.064% | |
4/8/2025 | Investors Research Corp | 8,979 | $628K | 0.1% | -11.0% | 0.146% | |
2/24/2025 | Liberty Square Wealth Partners LLC | 2,672 | $204K | 0.1% | N/A | 0.045% | |
2/17/2025 | Cetera Investment Advisers | 3,943 | $296K | 0.0% | -6.2% | 0.066% | |
2/17/2025 | Bank of America Corp DE | 500,830 | $37.60M | 0.0% | +3.2% | 8.446% | |
2/17/2025 | BNP Paribas Financial Markets | 400 | $30K | 0.0% | N/A | 0.007% | |
2/17/2025 | Ameriprise Financial Inc. | 36,333 | $2.73M | 0.0% | -1.1% | 0.613% | |
2/14/2025 | Blue Rock Wealth Management LLC | 43,361 | $3.26M | 3.4% | N/A | 0.731% | |
2/14/2025 | Jane Street Group LLC | 12,529 | $941K | 0.0% | N/A | 0.211% | |
2/14/2025 | Comerica Bank | 8,321 | $625K | 0.0% | +22.3% | 0.140% | |
2/13/2025 | Mariner LLC | 59,628 | $4.48M | 0.0% | +12.1% | 1.006% | |
2/13/2025 | Townsquare Capital LLC | 5,731 | $430K | 0.0% | -53.0% | 0.097% | |
2/13/2025 | Raymond James Financial Inc. | 274,593 | $20.61M | 0.0% | N/A | 4.631% | |
2/13/2025 | Advisory Services Network LLC | 4,884 | $367K | 0.0% | -85.4% | 0.082% | |
2/12/2025 | AssuredPartners Investment Advisors LLC | 23,700 | $1.78M | 0.3% | N/A | 0.400% | |
2/12/2025 | Worth Financial Advisory Group LLC | 57,353 | $4.31M | 2.6% | +0.5% | 0.967% | |
2/11/2025 | LPL Financial LLC | 502,635 | $37.73M | 0.0% | +5.8% | 8.476% | |
2/10/2025 | Leelyn Smith LLC | 369,254 | $27.72M | 4.9% | -1.3% | 6.227% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 2,258 | $170K | 0.0% | +40.4% | 0.038% | |
2/10/2025 | Altus Wealth Group LLC | 6,212 | $466K | 0.2% | N/A | 0.105% | |
2/10/2025 | Commonwealth Equity Services LLC | 38,156 | $2.86M | 0.0% | +22.8% | 0.643% | |
2/10/2025 | Avantax Advisory Services Inc. | 57,723 | $4.33M | 0.0% | +9.8% | 0.973% | |
2/10/2025 | Farther Finance Advisors LLC | 3,587 | $269K | 0.0% | +2,576.9% | 0.060% | |
2/7/2025 | PFG Advisors | 5,271 | $396K | 0.0% | +45.9% | 0.089% | |
2/7/2025 | Ashton Thomas Private Wealth LLC | 9,926 | $745K | 0.0% | +9.0% | 0.167% | |
2/6/2025 | Raymond James Financial Inc. | 274,593 | $20.61M | 0.0% | N/A | 4.631% | |
2/4/2025 | Horizon Advisory Services Inc. | 5,222 | $392K | 0.2% | N/A | 0.088% | |
2/4/2025 | Wealthspire Advisors LLC | 29,753 | $2.23M | 0.0% | -17.4% | 0.502% | |
2/3/2025 | Private Advisor Group LLC | 62,233 | $4.67M | 0.0% | +0.7% | 1.049% | |
1/29/2025 | Gladstone Institutional Advisory LLC | 9,329 | $700K | 0.0% | -26.6% | 0.159% | |
1/28/2025 | Kingsview Wealth Management LLC | 14,119 | $1.06M | 0.0% | +1.8% | 0.240% | |
1/27/2025 | Silver Oak Securities Incorporated | 8,594 | $645K | 0.1% | -3.6% | 0.146% | |
1/27/2025 | Stratos Wealth Partners LTD. | 3,347 | $251K | 0.0% | -16.1% | 0.057% | |
1/24/2025 | Wealthspan Partners LLC | 7,311 | $549K | 0.3% | -33.2% | 0.124% | |
1/24/2025 | Resonant Capital Advisors LLC | 226,394 | $17.00M | 1.2% | +3.2% | 3.850% | |
1/24/2025 | CENTRAL TRUST Co | 16,313 | $1.23M | 0.0% | +19.4% | 0.277% | |
1/17/2025 | Janney Montgomery Scott LLC | 50,414 | $3.79M | 0.0% | +4.0% | 0.884% | |
1/16/2025 | McCarthy & Cox | 64,210 | $4.82M | 1.7% | +3.1% | 1.126% | |
1/15/2025 | Ameritas Advisory Services LLC | 12,536 | $941K | 0.0% | +101.3% | 0.220% | |
1/15/2025 | Arkadios Wealth Advisors | 7,195 | $540K | 0.0% | -11.2% | 0.126% | |
1/14/2025 | Breakwater Capital Group | 31,844 | $2.39M | 0.5% | -4.2% | 0.559% | |
1/8/2025 | International Assets Investment Management LLC | 2,950 | $221K | 0.0% | N/A | 0.053% | |
12/26/2024 | JPMorgan Chase & Co. | 2,141 | $155K | 0.0% | +432.6% | 0.040% | |
11/13/2024 | Townsquare Capital LLC | 12,191 | $885K | 0.0% | N/A | 0.229% | |
11/13/2024 | FMR LLC | 946 | $69K | 0.0% | +18.7% | 0.018% | |
11/12/2024 | Kingsview Wealth Management LLC | 13,865 | $1.01M | 0.0% | -5.9% | 0.260% | |
11/12/2024 | Leelyn Smith LLC | 374,282 | $27.18M | 4.9% | +2.2% | 7.022% | |
11/7/2024 | Thrivent Financial for Lutherans | 3,627 | $263K | 0.0% | -82.9% | 0.068% | |
11/5/2024 | Ashton Thomas Private Wealth LLC | 9,104 | $661K | 0.0% | +10.5% | 0.171% | |
10/29/2024 | Janney Montgomery Scott LLC | 48,479 | $3.52M | 0.0% | +0.8% | 0.910% | |
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. |
10/28/2024 | Gladstone Institutional Advisory LLC | 12,709 | $923K | 0.0% | +17.8% | 0.238% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 1,608 | $117K | 0.0% | +10.4% | 0.030% | |
10/25/2024 | Worth Financial Advisory Group LLC | 57,049 | $4.14M | 2.4% | +6.5% | 1.080% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 42,849 | $3.11M | 0.0% | N/A | 0.812% | |
10/24/2024 | Arkadios Wealth Advisors | 8,099 | $588K | 0.0% | N/A | 0.153% | |
10/23/2024 | Silver Oak Securities Incorporated | 8,914 | $645K | 0.1% | +37.5% | 0.169% | |
10/23/2024 | CENTRAL TRUST Co | 13,667 | $992K | 0.0% | +9.7% | 0.259% | |
10/22/2024 | Private Advisor Group LLC | 61,811 | $4.49M | 0.0% | -0.9% | 1.171% | |
10/18/2024 | Resonant Capital Advisors LLC | 219,323 | $15.93M | 1.2% | +3.9% | 4.154% | |
10/18/2024 | Raymond James & Associates | 101,273 | $7.35M | 0.0% | -4.1% | 1.918% | |