6/18/2025 | Voya Investment Management LLC | 4,340,700 | $250.07M | 0.3% | -0.8% | 2.510% | |
6/2/2025 | Modern Wealth Management LLC | 3,704 | $213K | 0.0% | N/A | 0.002% | |
5/23/2025 | Strategic Financial Services Inc. | 1,035,908 | $59.68M | 3.5% | -2.6% | 0.599% | |
5/21/2025 | Geneos Wealth Management Inc. | 699 | $40K | 0.0% | -25.9% | 0.000% | |
5/20/2025 | Belpointe Asset Management LLC | 15,320 | $883K | 0.0% | N/A | 0.009% | |
5/20/2025 | Focus Partners Wealth | 671,840 | $38.71M | 0.1% | +13,917.1% | 0.389% | |
5/19/2025 | SCS Capital Management LLC | 3,151,629 | $181.57M | 2.3% | +5.6% | 1.822% | |
5/16/2025 | Empowered Funds LLC | 171,305 | $9.83M | 0.1% | +5.5% | 0.099% | |
5/16/2025 | Coppell Advisory Solutions LLC | 4,227 | $242K | 0.0% | +4,044.1% | 0.002% | |
5/16/2025 | Bell Investment Advisors Inc | 119,266 | $6.87M | 1.3% | -9.0% | 0.069% | |
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5/16/2025 | Everstar Asset Management LLC | 6,137 | $354K | 0.1% | N/A | 0.004% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 20,226 | $1.17M | 0.0% | -35.7% | 0.012% | |
5/16/2025 | Goldman Sachs Group Inc. | 701,631 | $40.42M | 0.0% | -21.2% | 0.406% | |
5/16/2025 | Jones Financial Companies Lllp | 204,151 | $11.76M | 0.0% | +2,723.7% | 0.118% | |
5/16/2025 | Talon Private Wealth LLC | 32,075 | $1.85M | 0.2% | -40.2% | 0.019% | |
5/16/2025 | Nepc LLC | 6,357,273 | $366.24M | 10.1% | +4.9% | 3.676% | |
5/16/2025 | NewEdge Advisors LLC | 45,592 | $2.63M | 0.0% | -31.4% | 0.026% | |
5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 138,850 | $8.00M | 0.0% | -9.0% | 0.080% | |
5/16/2025 | Integrated Wealth Concepts LLC | 5,719 | $329K | 0.0% | +7.9% | 0.003% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 735,319 | $42.36M | 0.2% | +1.9% | 0.425% | |
5/15/2025 | First Financial Bankshares Inc | 240,500 | $13.86M | 0.3% | +31.5% | 0.139% | |
5/15/2025 | Royal Bank of Canada | 521,231 | $30.03M | 0.0% | -27.4% | 0.301% | |
5/15/2025 | Betterment LLC | 422,657 | $24.35M | 0.1% | +9.6% | 0.244% | |
5/15/2025 | Baird Financial Group Inc. | 73,867 | $4.26M | 0.0% | -2.4% | 0.043% | |
5/15/2025 | Vident Advisory LLC | 28,076 | $1.62M | 0.0% | +124.7% | 0.016% | |
5/15/2025 | Tortoise Investment Management LLC | 469,966 | $27.08M | 2.8% | +3.8% | 0.268% | |
5/14/2025 | Truvestments Capital LLC | 5,679 | $327K | 0.1% | -37.9% | 0.003% | |
5/14/2025 | CreativeOne Wealth LLC | 40,358 | $2.33M | 0.1% | -1.8% | 0.023% | |
5/14/2025 | Nicolet Bankshares Inc. | 5,030 | $290K | 0.1% | -72.4% | 0.003% | |
5/14/2025 | Kitching Partners LLC | 75,661 | $4.36M | 5.0% | +0.8% | 0.043% | |
5/14/2025 | Harvest Portfolios Group Inc. | 834,205 | $48.06M | 1.4% | +0.6% | 0.476% | |
5/14/2025 | Full Sail Capital LLC | 292,031 | $16.82M | 1.1% | -1.1% | 0.167% | |
5/14/2025 | Comerica Bank | 1,647,404 | $94.91M | 0.4% | +4.2% | 0.941% | |
5/14/2025 | Freedom Investment Management Inc. | 24,327 | $1.40M | 0.1% | -3.3% | 0.014% | |
5/14/2025 | Jump Financial LLC | 28,308 | $1.63M | 0.0% | N/A | 0.016% | |
5/14/2025 | Smartleaf Asset Management LLC | 3,861 | $221K | 0.0% | +1,095.4% | 0.002% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 628,446 | $36.21M | 0.0% | +19.9% | 0.359% | |
5/14/2025 | Compound Planning Inc. | 5,854 | $337K | 0.0% | -45.3% | 0.003% | |
5/14/2025 | Ameriprise Financial Inc. | 11,589,591 | $669.21M | 0.2% | -15.0% | 6.618% | |
5/14/2025 | Flow Traders U.S. LLC | 271,893 | $15.66M | 0.7% | N/A | 0.155% | |
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 | LeConte Wealth Management LLC | 15,496 | $893K | 0.6% | N/A | 0.009% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 66,482 | $3.83M | 0.0% | -0.8% | 0.038% | |
5/13/2025 | Raymond James Financial Inc. | 737,947 | $42.51M | 0.0% | +8.7% | 0.421% | |
5/13/2025 | Comprehensive Wealth Management LLC | 13,450 | $775K | 0.5% | +46.5% | 0.008% | |
5/13/2025 | Cresset Asset Management LLC | 76,692 | $4.42M | 0.0% | +304.7% | 0.044% | |
5/13/2025 | EverSource Wealth Advisors LLC | 49,396 | $2.85M | 0.2% | -11.5% | 0.028% | |
5/13/2025 | Compass Advisory Group LLC | 167,743 | $9.66M | 3.4% | -0.8% | 0.096% | |
5/13/2025 | HighTower Advisors LLC | 114,966 | $6.62M | 0.0% | +2.3% | 0.066% | |
5/13/2025 | Core Wealth Partners LLC | 4,553 | $262K | 0.2% | N/A | 0.003% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 22,361 | $1.29M | 0.1% | -25.9% | 0.013% | |
5/12/2025 | Lockheed Martin Investment Management Co. | 550,000 | $31.69M | 1.3% | +13.4% | 0.314% | |
5/12/2025 | Simplex Trading LLC | 24,046 | $1.39M | 0.0% | +94.8% | 0.014% | |
5/12/2025 | Manhattan West Asset Management LLC | 73,961 | $4.26M | 1.1% | -11.0% | 0.042% | |
5/12/2025 | Benjamin Edwards Inc. | 99,720 | $5.75M | 0.1% | +1.5% | 0.057% | |
5/12/2025 | Savvy Advisors Inc. | 16,083 | $927K | 0.1% | -18.8% | 0.009% | |
5/12/2025 | National Bank of Canada FI | 102,009 | $5.88M | 0.0% | +255.4% | 0.058% | |
5/12/2025 | Citigroup Inc. | 1,206,379 | $69.50M | 0.0% | -2.1% | 0.689% | |
5/12/2025 | Hirtle Callaghan & Co LLC | 29,716 | $1.71M | 0.1% | +27.5% | 0.017% | |
5/12/2025 | WBH Advisory Inc. | 48,289 | $2.78M | 0.3% | +251.0% | 0.028% | |
5/12/2025 | Flagship Wealth Advisors LLC | 83,228 | $4.80M | 2.0% | +35.5% | 0.048% | |
5/9/2025 | Altfest L J & Co. Inc. | 25,901 | $1.49M | 0.2% | -91.0% | 0.015% | |
5/9/2025 | WealthShield Partners LLC | 6,061 | $349K | 0.0% | +3.6% | 0.004% | |
5/9/2025 | Exencial Wealth Advisors LLC | 172,229 | $9.92M | 0.4% | -0.9% | 0.100% | |
5/9/2025 | Ranch Capital Advisors Inc. | 13,443 | $774K | 0.4% | -16.3% | 0.008% | |
5/9/2025 | Empower Advisory Group LLC | 11,651,670 | $671.25M | 2.2% | +8.5% | 6.738% | |
5/9/2025 | Ackerman Capital Advisors LLC | 99,002 | $5.70M | 1.5% | +0.6% | 0.057% | |
5/9/2025 | Liberty Wealth Management LLC | 76,182 | $4.39M | 0.1% | +2.9% | 0.044% | |
5/9/2025 | Beta Wealth Group Inc. | 35,605 | $2.05M | 0.7% | -26.7% | 0.021% | |
5/8/2025 | US Bancorp DE | 1,912 | $110K | 0.0% | -37.5% | 0.001% | |
5/8/2025 | Nicolet Advisory Services LLC | 4,971 | $273K | 0.0% | -20.3% | 0.003% | |
5/8/2025 | Harbour Investments Inc. | 186,095 | $10.72M | 0.3% | +56.7% | 0.108% | |
5/8/2025 | Tandem Financial LLC | 148,527 | $8.56M | 9.3% | -3.6% | 0.086% | |
5/8/2025 | Wooster Corthell Wealth Management Inc. | 18,262 | $1.05M | 0.2% | -1.4% | 0.011% | |
5/8/2025 | First National Trust Co | 121,001 | $6.97M | 0.3% | +9.8% | 0.070% | |
5/7/2025 | Morningstar Investment Management LLC | 147,330 | $8.49M | 0.7% | -1.0% | 0.085% | |
5/7/2025 | Nottingham Advisors Inc. | 376,415 | $21.69M | 3.2% | +0.9% | 0.218% | |
5/7/2025 | Foundations Investment Advisors LLC | 5,932 | $342K | 0.0% | -47.9% | 0.003% | |
5/7/2025 | Avalon Capital Management | 25,422 | $1.47M | 0.4% | N/A | 0.015% | |
5/7/2025 | Facet Wealth Inc. | 388,311 | $21.54M | 0.6% | N/A | 0.225% | |
5/7/2025 | Galvin Gaustad & Stein LLC | 4,065 | $234K | 0.0% | -21.4% | 0.002% | |
5/7/2025 | LPL Financial LLC | 1,565,757 | $90.20M | 0.0% | +28.3% | 0.905% | |
5/7/2025 | Peak Asset Management LLC | 199,317 | $11.48M | 2.2% | +3.5% | 0.115% | |
5/7/2025 | Texas Yale Capital Corp. | 4,710 | $271K | 0.0% | +12.7% | 0.003% | |
5/6/2025 | Assetmark Inc. | 578,610 | $33.33M | 0.1% | +50.3% | 0.335% | |
5/6/2025 | Cetera Investment Advisers | 69,090 | $3.98M | 0.0% | +3.0% | 0.040% | |
5/6/2025 | Avantax Advisory Services Inc. | 57,879 | $3.33M | 0.0% | +7.0% | 0.033% | |
5/6/2025 | Journey Strategic Wealth LLC | 15,082 | $869K | 0.0% | -41.6% | 0.009% | |
5/6/2025 | AE Wealth Management LLC | 406,082 | $23.39M | 0.2% | -0.4% | 0.235% | |
5/6/2025 | W.G. Shaheen & Associates DBA Whitney & Co | 5,143 | $296K | 0.0% | N/A | 0.003% | |
5/6/2025 | Accredited Investors Inc. | 4,100 | $236K | 0.0% | -97.7% | 0.002% | |
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 | PFG Advisors | 4,041 | $233K | 0.0% | -15.8% | 0.002% | |
5/5/2025 | WNY Asset Management LLC | 97,824 | $5.64M | 0.7% | +31.0% | 0.057% | |
5/5/2025 | IFP Advisors Inc | 3,524 | $203K | 0.0% | +38.6% | 0.002% | |
5/5/2025 | Cassaday & Co Wealth Management LLC | 3,781,477 | $217.85M | 6.1% | +23.3% | 2.187% | |
5/5/2025 | Kestra Private Wealth Services LLC | 8,785 | $506K | 0.0% | -27.1% | 0.005% | |
5/5/2025 | Nwam LLC | 15,766 | $908K | 0.1% | +132.5% | 0.009% | |
5/5/2025 | Diversify Advisory Services LLC | 59,053 | $3.38M | 0.2% | +10.8% | 0.034% | |
5/5/2025 | Transce3nd LLC | 4,304 | $248K | 0.1% | +19.4% | 0.002% | |
5/2/2025 | Forum Financial Management LP | 130,966 | $7.55M | 0.1% | +20.1% | 0.076% | |
5/2/2025 | Kingsview Wealth Management LLC | 14,210 | $819K | 0.0% | N/A | 0.008% | |