6/2/2025 | Modern Wealth Management LLC | 44,988 | $1.51M | 0.0% | N/A | 0.474% | |
5/20/2025 | Focus Partners Wealth | 13,177 | $441K | 0.0% | +2.6% | 0.142% | |
5/19/2025 | Jane Street Group LLC | 31,691 | $1.06M | 0.0% | +72.4% | 0.341% | |
5/16/2025 | Jones Financial Companies Lllp | 33,552 | $1.12M | 0.0% | +1,002.2% | 0.361% | |
5/15/2025 | Royal Bank of Canada | 45,158 | $1.51M | 0.0% | +26.1% | 0.486% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 7,585 | $254K | 0.0% | +26.8% | 0.082% | |
5/14/2025 | Flow Traders U.S. LLC | 56,879 | $1.90M | 0.1% | N/A | 0.612% | |
5/14/2025 | Sensible Money LLC | 12,217 | $409K | 0.2% | -2.3% | 0.131% | |
5/13/2025 | HighTower Advisors LLC | 187,329 | $6.27M | 0.0% | -1.7% | 2.014% | |
5/12/2025 | Invesco Ltd. | 461,670 | $15.46M | 0.0% | -8.2% | 4.964% | |
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5/9/2025 | Charles Schwab Investment Management Inc. | 5,510,044 | $184.46M | 0.0% | -4.3% | 59.248% | |
5/9/2025 | Wade Financial Advisory Inc | 45,889 | $1.54M | 0.5% | -3.8% | 0.493% | |
5/9/2025 | L & S Advisors Inc | 25,392 | $850K | 0.1% | +4.0% | 0.273% | |
5/8/2025 | Cutler Investment Counsel LLC | 136,003 | $4.55M | 0.5% | -30.8% | 1.462% | |
5/6/2025 | Opes Wealth Management LLC | 199,681 | $6.69M | 1.3% | -2.0% | 1.692% | |
5/5/2025 | IFP Advisors Inc | 3,308 | $111K | 0.0% | +6,261.5% | 0.028% | |
5/5/2025 | Beckerman Institutional LLC | 20,147 | $674K | 0.5% | +7.3% | 0.171% | |
5/2/2025 | Droms Strauss Advisors Inc. MO ADV | 110,364 | $3.70M | 1.3% | -3.4% | 0.935% | |
5/1/2025 | Westmount Partners LLC | 11,296 | $378K | 0.1% | N/A | 0.096% | |
4/30/2025 | Cerity Partners LLC | 7,724 | $259K | 0.0% | -13.0% | 0.065% | |
4/29/2025 | Envestnet Asset Management Inc. | 16,954 | $568K | 0.0% | -2.7% | 0.144% | |
4/22/2025 | JFS Wealth Advisors LLC | 9,036 | $302K | 0.0% | -11.2% | 0.077% | |
4/10/2025 | Charles Schwab Trust Co | 31,712 | $1.06M | 0.1% | -1.3% | 0.269% | |
4/10/2025 | KWB Wealth | 56,415 | $1.78M | 0.2% | -10.4% | 0.478% | |
2/17/2025 | Studio Investment Management LLC | 33,862 | $1.07M | 0.2% | +2.4% | 0.218% | |
2/17/2025 | Focus Partners Wealth | 12,839 | $406K | 0.0% | N/A | 0.083% | |
2/17/2025 | EP Wealth Advisors LLC | 6,021 | $190K | 0.0% | N/A | 0.039% | |
2/17/2025 | Captrust Financial Advisors | 96,607 | $3.06M | 0.0% | -0.4% | 0.621% | |
2/17/2025 | Bank of America Corp DE | 17,092 | $540K | 0.0% | +39.4% | 0.110% | |
2/17/2025 | Ameriprise Financial Inc. | 92,649 | $2.93M | 0.0% | +4.9% | 0.596% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 18,875 | $597K | 0.0% | -3.2% | 0.121% | |
2/14/2025 | Jane Street Group LLC | 18,386 | $581K | 0.0% | -92.9% | 0.118% | |
2/14/2025 | Susquehanna International Group LLP | 77,067 | $2.44M | 0.0% | -71.6% | 0.496% | |
2/13/2025 | Bessemer Group Inc. | 1,468 | $46K | 0.0% | N/A | 0.009% | |
2/13/2025 | Raymond James Financial Inc. | 7,482 | $237K | 0.0% | N/A | 0.048% | |
2/13/2025 | Invesco Ltd. | 502,933 | $15.90M | 0.0% | +107.8% | 3.234% | |
2/13/2025 | Bank of Montreal Can | 16,363 | $517K | 0.0% | -73.7% | 0.105% | |
2/13/2025 | Cerity Partners LLC | 8,874 | $281K | 0.0% | -9.3% | 0.057% | |
2/13/2025 | Envestnet Asset Management Inc. | 17,416 | $551K | 0.0% | +2.5% | 0.112% | |
2/12/2025 | CIBC Private Wealth Group LLC | 1,320 | $42K | 0.0% | -58.5% | 0.008% | |
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. |
2/12/2025 | L & S Advisors Inc | 24,409 | $772K | 0.1% | +3.7% | 0.157% | |
2/11/2025 | LPL Financial LLC | 15,239 | $482K | 0.0% | -10.2% | 0.098% | |
2/10/2025 | Commonwealth Equity Services LLC | 32,253 | $1.02M | 0.0% | +3.5% | 0.207% | |
2/7/2025 | HighTower Advisors LLC | 190,594 | $6.03M | 0.0% | -0.5% | 1.226% | |
2/6/2025 | Raymond James Financial Inc. | 7,482 | $237K | 0.0% | N/A | 0.048% | |
2/6/2025 | Charles Schwab Investment Management Inc. | 5,756,036 | $182.01M | 0.0% | -4.7% | 37.016% | |
2/6/2025 | Jones Financial Companies Lllp | 3,044 | $96K | 0.0% | +71.5% | 0.020% | |
1/31/2025 | Droms Strauss Advisors Inc. MO ADV | 114,232 | $3.61M | 1.2% | +0.9% | 0.735% | |
1/31/2025 | Cutler Investment Counsel LLC | 196,659 | $6.22M | 0.8% | -17.7% | 1.265% | |
1/30/2025 | Opes Wealth Management LLC | 203,816 | $6.45M | 1.3% | +0.7% | 1.311% | |
1/30/2025 | Allworth Financial LP | 3,606 | $117K | 0.0% | -18.7% | 0.023% | |
1/23/2025 | Wade Financial Advisory Inc | 47,713 | $1.51M | 0.5% | +1.7% | 0.307% | |
1/23/2025 | Asset Dedication LLC | 15,196 | $480K | 0.0% | -5.5% | 0.098% | |
1/16/2025 | Charles Schwab Trust Co | 32,115 | $1.02M | 0.1% | -1.7% | 0.207% | |
1/14/2025 | KWB Wealth | 62,980 | $1.99M | 0.2% | +1.3% | 0.405% | |
11/15/2024 | Jane Street Group LLC | 258,327 | $9.08M | 0.0% | +142.0% | 1.661% | |
11/15/2024 | HighTower Advisors LLC | 191,643 | $6.73M | 0.0% | +0.5% | 1.232% | |
11/14/2024 | Flow Traders U.S. LLC | 54,250 | $1.91M | 0.1% | -58.9% | 0.349% | |
11/14/2024 | Captrust Financial Advisors | 97,010 | $3.41M | 0.0% | -16.4% | 0.624% | |
11/13/2024 | FMR LLC | 7,315 | $257K | 0.0% | +18.6% | 0.047% | |
11/13/2024 | Bank of Montreal Can | 62,221 | $2.19M | 0.0% | +62.7% | 0.400% | |
11/12/2024 | Studio Investment Management LLC | 33,084 | $1.16M | 0.2% | +6.5% | 0.213% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 6,038,612 | $212.26M | 0.0% | -28.5% | 38.834% | |
11/12/2024 | L & S Advisors Inc | 23,528 | $827K | 0.1% | -2.5% | 0.151% | |
11/6/2024 | Cutler Investment Counsel LLC | 238,904 | $8.40M | 1.1% | -25.5% | 1.536% | |
11/5/2024 | Aptus Capital Advisors LLC | 1,951 | $69K | 0.0% | +19.4% | 0.013% | |
11/1/2024 | Klingman & Associates LLC | 23,721 | $834K | 0.1% | -2.4% | 0.153% | |
11/1/2024 | Beckerman Institutional LLC | 18,987 | $667K | 0.6% | N/A | 0.122% | |
10/31/2024 | Droms Strauss Advisors Inc. MO ADV | 113,223 | $3.98M | 1.4% | +1.0% | 0.728% | |
10/29/2024 | Opes Wealth Management LLC | 202,424 | $7.12M | 1.4% | -0.7% | 1.302% | |
10/28/2024 | Wade Financial Advisory Inc | 46,928 | $1.65M | 0.6% | -2.7% | 0.302% | |
10/28/2024 | US Bancorp DE | 1,371 | $48K | 0.0% | N/A | 0.009% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 7,263 | $255K | 0.0% | +13.4% | 0.047% | |
10/23/2024 | Allworth Financial LP | 4,438 | $156K | 0.0% | -36.1% | 0.029% | |
10/22/2024 | Sequoia Financial Advisors LLC | 13,804 | $485K | 0.0% | +21.5% | 0.089% | |
10/16/2024 | Sensible Money LLC | 12,499 | $439K | 0.2% | -26.6% | 0.080% | |
10/16/2024 | Asset Dedication LLC | 16,080 | $565K | 0.0% | -23.7% | 0.103% | |
10/11/2024 | Creative Planning | 36,201 | $1.27M | 0.0% | +33.7% | 0.233% | |
10/8/2024 | Williams & Novak LLC | 13,560 | $477K | 0.4% | -30.0% | 0.087% | |
10/7/2024 | KWB Wealth | 62,142 | $2.01M | 0.3% | +0.8% | 0.400% | |
9/18/2024 | Sensible Money LLC | 17,035 | $551K | 0.3% | -5.9% | 0.110% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 2,715 | $88K | 0.0% | +74.4% | 0.017% | |
8/16/2024 | Creative Planning | 27,068 | $875K | 0.0% | +9.4% | 0.174% | |
8/16/2024 | Susquehanna International Group LLP | 107,335 | $3.47M | 0.0% | +90.3% | 0.690% | |
8/14/2024 | Bank of Montreal Can | 38,250 | $1.27M | 0.0% | -18.9% | 0.246% | |
8/13/2024 | Merriman Wealth Management LLC | 124,309 | $4.02M | 0.2% | -1.5% | 0.799% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 19,223 | $621K | 0.0% | +5.3% | 0.124% | |
8/10/2024 | L & S Advisors Inc | 24,130 | $780K | 0.1% | +2.1% | 0.155% | |
8/10/2024 | Axxcess Wealth Management LLC | 15,063 | $487K | 0.0% | N/A | 0.097% | |
8/8/2024 | CoreCap Advisors LLC | 10,423 | $337K | 0.0% | N/A | 0.067% | |
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. |
8/7/2024 | Studio Investment Management LLC | 31,069 | $1.00M | 0.2% | +5.3% | 0.200% | |
8/6/2024 | Asset Dedication LLC | 21,076 | $681K | 0.0% | N/A | 0.136% | |
8/6/2024 | Opes Wealth Management LLC | 203,904 | $6.59M | 1.4% | -0.5% | 1.311% | |
7/31/2024 | Aptus Capital Advisors LLC | 1,634 | $53K | 0.0% | N/A | 0.011% | |
7/31/2024 | Commonwealth Equity Services LLC | 30,311 | $980K | 0.0% | +5.6% | 0.195% | |
7/31/2024 | Klingman & Associates LLC | 24,305 | $786K | 0.1% | -6.5% | 0.156% | |
7/26/2024 | Access Investment Management LLC | 4,675 | $151K | 0.0% | -29.2% | 0.030% | |
7/25/2024 | Wade Financial Advisory Inc | 48,206 | $1.56M | 0.6% | -8.7% | 0.310% | |
7/22/2024 | Colonial River Wealth Management LLC | 15,099 | $488K | 0.3% | +4.0% | 0.097% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 20,194 | $653K | 0.0% | -5.3% | 0.130% | |