| 5/28/2025 | Addison Capital Co | 4,474 | $453K | 0.2% | +12.4% | 0.052% | |
| 5/19/2025 | Jane Street Group LLC | 3,353 | $339K | 0.0% | -48.3% | 0.039% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 13,594 | $1.38M | 0.0% | -92.0% | 0.157% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 11,513 | $1.17M | 0.0% | +22.1% | 0.133% | |
| 5/15/2025 | Royal Bank of Canada | 87,516 | $8.86M | 0.0% | +120.4% | 1.008% | |
| 5/14/2025 | Delta Investment Management LLC | 526,971 | $53.33M | 10.8% | N/A | 6.071% | |
| 5/14/2025 | Flow Traders U.S. LLC | 111,059 | $11.24M | 0.5% | +121.0% | 1.279% | |
| 5/13/2025 | Bridgewealth Advisory Group LLC | 29,355 | $2.97M | 3.9% | -64.1% | 0.338% | |
| 5/13/2025 | Trajan Wealth LLC | 50,291 | $5.09M | 0.3% | -26.7% | 0.579% | |
| 5/12/2025 | Founders Financial Alliance LLC | 5,990 | $606K | 0.1% | N/A | 0.075% | |
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| 5/9/2025 | Cary Street Partners Financial LLC | 10,530 | $1.07M | 0.0% | N/A | 0.131% | |
| 5/8/2025 | Private Advisory Group LLC | 5,028 | $509K | 0.1% | N/A | 0.063% | |
| 5/8/2025 | FSA Advisors Inc. | 2,960 | $300K | 0.2% | -23.3% | 0.037% | |
| 5/7/2025 | Patten & Patten Inc. TN | 17,367 | $1.76M | 0.1% | -8.9% | 0.216% | |
| 5/7/2025 | LPL Financial LLC | 241,536 | $24.44M | 0.0% | +352.6% | 3.004% | |
| 5/7/2025 | Security Financial Services INC. | 8,336 | $844K | 0.2% | +105.6% | 0.104% | |
| 5/6/2025 | AE Wealth Management LLC | 880,921 | $89.15M | 0.7% | -5.5% | 10.957% | |
| 5/5/2025 | Allianz Asset Management GmbH | 775,902 | $78.52M | 0.1% | -25.3% | 9.651% | |
| 5/5/2025 | Csenge Advisory Group | 28,384 | $2.87M | 0.2% | +70.3% | 0.353% | |
| 5/5/2025 | Private Advisor Group LLC | 7,306 | $739K | 0.0% | +49.3% | 0.091% | |
| 5/2/2025 | Kooman & Associates | 62,442 | $6.32M | 2.3% | N/A | 0.777% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 3,771 | $382K | 0.0% | -47.0% | 0.047% | |
| 5/2/2025 | Lord & Richards Wealth Management LLC | 799 | $81K | 0.1% | -66.9% | 0.010% | |
| 5/1/2025 | Quest 10 Wealth Builders Inc. | 533 | $54K | 0.1% | -62.0% | 0.007% | |
| 4/30/2025 | Cerity Partners LLC | 5,000 | $506K | 0.0% | N/A | 0.062% | |
| 4/30/2025 | POM Investment Strategies LLC | 10,880 | $1.10M | 1.3% | -12.2% | 0.135% | |
| 4/30/2025 | Trek Financial LLC | 31,296 | $3.17M | 0.2% | +9.0% | 0.389% | |
| 4/28/2025 | FSR Wealth Management Ltd. | 5,760 | $583K | 0.8% | -62.3% | 0.072% | |
| 4/28/2025 | Private Trust Co. NA | 335 | $34K | 0.0% | N/A | 0.004% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 36,035 | $3.64M | 1.2% | +9.4% | 0.448% | |
| 4/28/2025 | ABLE Financial Group LLC | 8,298 | $840K | 0.2% | +145.2% | 0.103% | |
| 4/25/2025 | Essex Financial Services Inc. | 9,410 | $952K | 0.1% | +30.3% | 0.117% | |
| 4/24/2025 | Elevated Capital Advisors LLC | 41,907 | $4.24M | 1.2% | +2.0% | 0.521% | |
| 4/21/2025 | Beacon Capital Management LLC | 938,038 | $94.93M | 12.8% | -23.8% | 11.667% | |
| 4/21/2025 | LifeWealth Investments LLC | 4,291 | $434K | 0.2% | -27.5% | 0.053% | |
| 4/17/2025 | Blackston Financial Advisory Group LLC | 9,817 | $994K | 0.5% | +132.0% | 0.140% | |
| 4/17/2025 | Precision Wealth Strategies LLC | 31,738 | $3.21M | 2.5% | -3.3% | 0.453% | |
| 4/17/2025 | Great Lakes Retirement Inc. | 14,475 | $1.47M | 0.2% | -33.9% | 0.206% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 30,202 | $3.06M | 0.0% | +5.1% | 0.431% | |
| 4/17/2025 | Authentikos Wealth Advisory LLC | 64,867 | $6.57M | 5.4% | +753.7% | 0.925% | |
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. |
| 4/17/2025 | Access Financial Services Inc. | 299,602 | $30.32M | 12.2% | +121.9% | 4.274% | |
| 4/17/2025 | Howard Bailey Securities LLC | 5,139 | $520K | 0.2% | -63.0% | 0.073% | |
| 4/16/2025 | Southland Equity Partners LLC | 4,162 | $421K | 0.1% | +4.7% | 0.059% | |
| 4/14/2025 | Tounjian Advisory Partners LLC | 40,120 | $4.06M | 0.7% | N/A | 0.572% | |
| 4/14/2025 | Outlook Wealth Advisors LLC | 3,295 | $333K | 0.1% | -50.8% | 0.047% | |
| 4/14/2025 | Lloyd Advisory Services LLC. | 34,131 | $3.45M | 1.7% | -47.1% | 0.487% | |
| 4/9/2025 | Mid American Wealth Advisory Group Inc. | 75,377 | $7.63M | 4.1% | -39.8% | 1.075% | |
| 4/8/2025 | Parallel Advisors LLC | 79,232 | $8.02M | 0.2% | +17.8% | 1.130% | |
| 2/28/2025 | Park Square Financial Group LLC | 261 | $26K | 0.0% | N/A | 0.004% | |
| 2/27/2025 | ABLE Financial Group LLC | 3,384 | $341K | 0.1% | +43.8% | 0.046% | |
| 2/26/2025 | LifeWealth Investments LLC | 5,916 | $596K | 0.4% | N/A | 0.080% | |
| 2/26/2025 | Capital A Wealth Management LLC | 474 | $48K | 0.1% | N/A | 0.006% | |
| 2/18/2025 | GTS Securities LLC | 10,053 | $1.01M | 0.0% | -68.0% | 0.388% | |
| 2/17/2025 | Visionary Wealth Advisors | 2,390 | $241K | 0.0% | N/A | 0.092% | |
| 2/17/2025 | Citadel Advisors LLC | 9,392 | $947K | 0.0% | -54.5% | 0.363% | |
| 2/17/2025 | Captrust Financial Advisors | 91,453 | $9.22M | 0.0% | +757.7% | 3.531% | |
| 2/14/2025 | Jane Street Group LLC | 6,490 | $654K | 0.0% | -86.7% | 0.251% | |
| 2/14/2025 | Bridgewealth Advisory Group LLC | 81,716 | $8.25M | 2.3% | +37.8% | 3.155% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 9,426 | $950K | 0.0% | -67.5% | 0.364% | |
| 2/14/2025 | Transce3nd LLC | 463 | $47K | 0.0% | N/A | 0.018% | |
| 2/14/2025 | Trajan Wealth LLC | 68,625 | $6.92M | 0.4% | -8.3% | 2.650% | |
| 2/14/2025 | GeoWealth Management LLC | 31,159 | $3.14M | 0.1% | +23.6% | 1.203% | |
| 2/13/2025 | Mariner LLC | 8,587 | $866K | 0.0% | +146.8% | 0.332% | |
| 2/13/2025 | Trek Financial LLC | 28,705 | $2.89M | 0.2% | N/A | 1.108% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 2,165 | $218K | 0.0% | N/A | 0.084% | |
| 2/12/2025 | OLD Mission Capital LLC | 5,640 | $569K | 0.0% | N/A | 0.218% | |
| 2/11/2025 | LPL Financial LLC | 53,367 | $5.38M | 0.0% | +0.8% | 2.061% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 73,779 | $7.45M | 0.0% | -14.5% | 2.849% | |
| 2/10/2025 | Parallel Advisors LLC | 67,253 | $6.78M | 0.2% | N/A | 2.597% | |
| 2/10/2025 | Addison Capital Co | 3,981 | $401K | 0.2% | +14.2% | 0.154% | |
| 2/10/2025 | Patten & Patten Inc. TN | 19,065 | $1.92M | 0.1% | +4.0% | 0.736% | |
| 2/10/2025 | Kingdom Financial Group LLC. | 2,732 | $275K | 0.2% | -61.3% | 0.105% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 102,115 | $10.30M | 0.0% | +2.5% | 3.943% | |
| 2/7/2025 | Independent Advisor Alliance | 19,214 | $1.94M | 0.0% | N/A | 0.742% | |
| 2/7/2025 | Rialto Wealth Management LLC | 534 | $54K | 0.0% | N/A | 0.021% | |
| 2/3/2025 | Lloyd Advisory Services LLC. | 64,476 | $6.50M | 3.1% | -53.3% | 2.489% | |
| 2/3/2025 | Blackston Financial Advisory Group LLC | 4,232 | $427K | 0.2% | N/A | 0.163% | |
| 2/3/2025 | Allianz Asset Management GmbH | 1,038,821 | $104.73M | 0.1% | +149.2% | 40.109% | |
| 2/3/2025 | Keene & Associates Inc. | 18,345 | $1.85M | 1.5% | +115.3% | 0.708% | |
| 1/30/2025 | Csenge Advisory Group | 16,669 | $1.68M | 0.1% | +127.7% | 0.644% | |
| 1/30/2025 | Beacon Capital Management LLC | 1,231,724 | $124.18M | 16.2% | +4.2% | 47.557% | |
| 1/30/2025 | Lord & Richards Wealth Management LLC | 2,415 | $244K | 0.5% | N/A | 0.093% | |
| 1/30/2025 | Lodestone Wealth Management LLC | 5,102 | $514K | 0.3% | -7.8% | 0.197% | |
| 1/29/2025 | Howard Bailey Securities LLC | 13,893 | $1.40M | 0.5% | -54.3% | 0.536% | |
| 1/29/2025 | Great Lakes Retirement Inc. | 21,884 | $2.22M | 0.3% | -38.2% | 0.845% | |
| 1/29/2025 | Authentikos Wealth Advisory LLC | 7,598 | $766K | 0.8% | -60.4% | 0.293% | |
| 1/29/2025 | Essex Financial Services Inc. | 7,224 | $728K | 0.1% | +7.7% | 0.279% | |
| 1/29/2025 | POM Investment Strategies LLC | 12,392 | $1.25M | 0.9% | +6.2% | 0.478% | |
| 1/29/2025 | FSR Wealth Management Ltd. | 15,275 | $1.54M | 1.9% | N/A | 0.590% | |
| 1/28/2025 | SMART Wealth LLC | 8,231 | $830K | 0.3% | -3.5% | 0.318% | |
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. |
| 1/24/2025 | Precision Wealth Strategies LLC | 32,823 | $3.31M | 2.6% | +92.6% | 1.267% | |
| 1/23/2025 | FSA Advisors Inc. | 3,858 | $389K | 0.5% | -26.7% | 0.149% | |
| 1/21/2025 | B.O.S.S. Retirement Advisors LLC | 22,514 | $2.27M | 0.6% | +229.1% | 0.869% | |
| 1/21/2025 | Southland Equity Partners LLC | 3,974 | $401K | 0.1% | -12.2% | 0.153% | |
| 1/21/2025 | Sound Income Strategies LLC | 285 | $29K | 0.0% | N/A | 0.011% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 28,729 | $2.90M | 0.0% | +1.6% | 1.109% | |
| 1/16/2025 | Access Financial Services Inc. | 135,018 | $13.61M | 6.1% | N/A | 5.213% | |
| 1/13/2025 | Elevated Capital Advisors LLC | 41,090 | $4.14M | 1.1% | +22.9% | 1.586% | |
| 1/13/2025 | Mid American Wealth Advisory Group Inc. | 125,223 | $12.63M | 7.4% | -15.7% | 4.835% | |
| 12/16/2024 | SMART Wealth LLC | 8,527 | $863K | 0.3% | N/A | 0.329% | |
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