6/13/2025 | Optima Capital LLC | 31,512 | $966K | 0.6% | N/A | 0.750% | |
5/27/2025 | Jacobi Capital Management LLC | 14,124 | $433K | 0.0% | -7.6% | 0.336% | |
5/20/2025 | Belpointe Asset Management LLC | 6,676 | $205K | 0.0% | N/A | 0.164% | |
5/19/2025 | Jane Street Group LLC | 7,190 | $220K | 0.0% | N/A | 0.176% | |
5/19/2025 | SageView Advisory Group LLC | 68,101 | $2.09M | 0.1% | +63.5% | 1.669% | |
5/16/2025 | Stuart Chaussee & Associates Inc. | 58,650 | $1.80M | 0.4% | N/A | 1.438% | |
5/16/2025 | NewEdge Advisors LLC | 51,735 | $1.59M | 0.0% | -54.0% | 1.268% | |
5/15/2025 | MAI Capital Management | 14,754 | $452K | 0.0% | +531.6% | 0.362% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 976 | $30K | 0.0% | N/A | 0.024% | |
5/14/2025 | Kestra Advisory Services LLC | 42,914 | $1.32M | 0.0% | -15.1% | 1.052% | |
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5/13/2025 | Forvis Mazars Wealth Advisors LLC | 22,109 | $678K | 0.0% | -38.4% | 0.542% | |
5/13/2025 | Compass Advisory Group LLC | 13,289 | $407K | 0.1% | N/A | 0.326% | |
5/13/2025 | Long Island Wealth Management Inc. | 21,581 | $661K | 0.4% | +49.9% | 0.529% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 55,559 | $1.70M | 0.0% | N/A | 1.362% | |
5/13/2025 | HighTower Advisors LLC | 63,826 | $1.96M | 0.0% | +2.6% | 1.564% | |
5/12/2025 | Berger Financial Group Inc | 51,201 | $1.57M | 0.1% | +1.4% | 1.255% | |
5/9/2025 | Atlantic Private Wealth LLC | 14,818 | $454K | 0.3% | +381.3% | 0.363% | |
5/8/2025 | Harbour Investments Inc. | 13,321 | $408K | 0.0% | +60.0% | 0.326% | |
5/7/2025 | First Heartland Consultants Inc. | 59,231 | $1.82M | 0.2% | N/A | 1.452% | |
5/6/2025 | Cetera Investment Advisers | 39,053 | $1.20M | 0.0% | +14.9% | 0.957% | |
5/6/2025 | Avantax Advisory Services Inc. | 26,177 | $802K | 0.0% | -8.5% | 0.642% | |
5/6/2025 | PFG Advisors | 22,957 | $704K | 0.0% | N/A | 0.563% | |
5/5/2025 | IFP Advisors Inc | 219,104 | $6.72M | 0.2% | -6.7% | 5.370% | |
5/1/2025 | CWM LLC | 46,245 | $1.42M | 0.0% | +1.7% | 1.186% | |
4/30/2025 | Trek Financial LLC | 7,715 | $236K | 0.0% | -4.1% | 0.198% | |
4/29/2025 | Envestnet Asset Management Inc. | 26,119 | $801K | 0.0% | +2.4% | 0.670% | |
4/29/2025 | Capital Investment Advisory Services LLC | 1,153 | $35K | 0.0% | N/A | 0.030% | |
4/28/2025 | Global Strategic Investment Solutions LLC | 407,210 | $12.48M | 1.4% | -9.0% | 10.441% | |
4/24/2025 | Sunbelt Securities Inc. | 1,140 | $35K | 0.0% | -44.1% | 0.029% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 1,800 | $55K | 0.0% | N/A | 0.046% | |
4/22/2025 | Worth Financial Advisory Group LLC | 11,337 | $347K | 0.2% | -5.6% | 0.291% | |
4/21/2025 | Siligmueller & Norvid Wealth Advisors LLC | 20,433 | $626K | 0.3% | -6.0% | 0.524% | |
4/15/2025 | Fiduciary Financial Group LLC | 18,597 | $551K | 0.1% | +155.5% | 0.477% | |
4/14/2025 | Farther Finance Advisors LLC | 3,529 | $108K | 0.0% | N/A | 0.090% | |
4/14/2025 | BCS Wealth Management | 13,061 | $400K | 0.1% | -13.9% | 0.335% | |
4/10/2025 | Diligent Investors LLC | 9,089 | $279K | 0.1% | +24.7% | 0.146% | |
4/10/2025 | Sugar Maple Asset Management LLC | 9,150 | $280K | 0.2% | N/A | 0.147% | |
4/9/2025 | Cypress Financial Planning LLC | 11,576 | $355K | 0.1% | -5.9% | 0.186% | |
4/9/2025 | Fragasso Financial Advisors Inc | 18,846 | $578K | 0.0% | +46.5% | 0.303% | |
4/8/2025 | Lantz Financial LLC | 49,422 | $1.52M | 0.4% | -19.8% | 0.793% | |
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. |
2/19/2025 | ARQ Wealth Advisors LLC | 12,120 | $355K | 0.1% | +15.1% | 0.346% | |
2/18/2025 | Helium Advisors LLC | 9,665 | $283K | 0.2% | N/A | 0.276% | |
2/18/2025 | Sunbelt Securities Inc. | 2,040 | $60K | 0.0% | -63.6% | 0.058% | |
2/17/2025 | Diligent Investors LLC | 7,289 | $214K | 0.0% | -12.1% | 0.188% | |
2/17/2025 | Cetera Investment Advisers | 33,978 | $996K | 0.0% | +21.5% | 0.876% | |
2/17/2025 | Citadel Advisors LLC | 8,967 | $263K | 0.0% | -30.1% | 0.231% | |
2/17/2025 | Captrust Financial Advisors | 70,395 | $2.06M | 0.0% | -2.6% | 1.814% | |
2/14/2025 | Berger Financial Group Inc | 50,474 | $1.48M | 0.1% | +91.2% | 1.301% | |
2/14/2025 | Capital Analysts LLC | 2,417 | $71K | 0.0% | +36.9% | 0.062% | |
2/14/2025 | WPWealth LLP | 69,031 | $2.02M | 0.4% | -40.8% | 1.779% | |
2/13/2025 | NewEdge Advisors LLC | 112,545 | $3.30M | 0.0% | -29.5% | 2.901% | |
2/13/2025 | SageView Advisory Group LLC | 41,664 | $1.22M | 0.1% | N/A | 1.074% | |
2/13/2025 | NFP Retirement Inc. | 17,569 | $515K | 0.0% | +78.3% | 0.453% | |
2/13/2025 | Raymond James Financial Inc. | 19,198 | $563K | 0.0% | N/A | 0.495% | |
2/13/2025 | Trek Financial LLC | 8,041 | $236K | 0.0% | -8.3% | 0.207% | |
2/12/2025 | JPMorgan Chase & Co. | 3,535 | $104K | 0.0% | -93.5% | 0.091% | |
2/12/2025 | Worth Financial Advisory Group LLC | 12,004 | $352K | 0.2% | N/A | 0.309% | |
2/11/2025 | WorthPointe LLC | 7,613 | $223K | 0.1% | N/A | 0.196% | |
2/11/2025 | LPL Financial LLC | 17,937 | $526K | 0.0% | -38.2% | 0.462% | |
2/11/2025 | Atlantic Private Wealth LLC | 3,079 | $90K | 0.1% | N/A | 0.079% | |
2/10/2025 | Harbour Investments Inc. | 8,327 | $244K | 0.0% | +38.1% | 0.215% | |
2/10/2025 | Commonwealth Equity Services LLC | 219,681 | $6.44M | 0.0% | +35.9% | 5.662% | |
2/10/2025 | Avantax Advisory Services Inc. | 28,601 | $838K | 0.0% | +35.2% | 0.737% | |
2/7/2025 | HighTower Advisors LLC | 62,217 | $1.82M | 0.0% | +171.9% | 1.604% | |
2/6/2025 | Raymond James Financial Inc. | 19,198 | $563K | 0.0% | N/A | 0.495% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 9,742 | $285K | 0.0% | N/A | 0.251% | |
2/6/2025 | Global Strategic Investment Solutions LLC | 447,610 | $13.12M | 1.5% | -4.3% | 11.536% | |
2/5/2025 | Jacobi Capital Management LLC | 15,292 | $448K | 0.0% | -12.1% | 0.394% | |
2/5/2025 | Corrado Advisors LLC | 29,154 | $854K | 0.6% | +90.3% | 0.751% | |
2/5/2025 | Siligmueller & Norvid Wealth Advisors LLC | 21,737 | $637K | 0.3% | N/A | 0.560% | |
2/4/2025 | IFP Advisors Inc | 234,762 | $6.88M | 0.2% | -38.8% | 6.051% | |
2/4/2025 | Wealthgarden F.S. LLC | 13,851 | $406K | 0.4% | N/A | 0.357% | |
2/4/2025 | Forvis Mazars Wealth Advisors LLC | 35,880 | $1.05M | 0.0% | -43.2% | 0.925% | |
2/3/2025 | Wealth Alliance | 9,555 | $280K | 0.0% | N/A | 0.246% | |
1/30/2025 | Principal Securities Inc. | 69,833 | $2.05M | 0.0% | N/A | 1.800% | |
1/29/2025 | Stonebridge Financial Group LLC | 2,047 | $60K | 0.0% | N/A | 0.053% | |
1/27/2025 | Summit Wealth Partners LLC | 11,503 | $337K | 0.1% | -18.4% | 0.296% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 10,452 | $306K | 0.0% | +3.8% | 0.269% | |
1/21/2025 | Lantz Financial LLC | 61,653 | $1.81M | 0.5% | +1.2% | 1.589% | |
1/14/2025 | Fiduciary Financial Group LLC | 7,279 | $213K | 0.0% | N/A | 0.188% | |
1/13/2025 | BCS Wealth Management | 15,178 | $445K | 0.1% | +26.6% | 0.391% | |
1/13/2025 | Claro Advisors LLC | 10,485 | $307K | 0.0% | -7.1% | 0.270% | |
1/13/2025 | Fragasso Financial Advisors Inc | 12,862 | $377K | 0.0% | N/A | 0.331% | |
12/26/2024 | JPMorgan Chase & Co. | 54,301 | $1.67M | 0.0% | +912.9% | 1.400% | |
11/15/2024 | Continuum Advisory LLC | 1,068 | $32K | 0.0% | N/A | 0.028% | |
11/13/2024 | Townsquare Capital LLC | 11,517 | $355K | 0.0% | -4.4% | 0.297% | |
11/7/2024 | Claro Advisors LLC | 11,292 | $348K | 0.0% | +3.6% | 0.291% | |
11/5/2024 | First Heartland Consultants Inc. | 7,421 | $228K | 0.0% | +5.1% | 0.191% | |
11/5/2024 | Harbour Investments Inc. | 6,028 | $186K | 0.0% | +166.6% | 0.155% | |
10/31/2024 | Global Strategic Investment Solutions LLC | 467,579 | $14.39M | 1.7% | -41.5% | 12.051% | |
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 | Summit Wealth Partners LLC | 14,092 | $434K | 0.1% | N/A | 0.363% | |
10/22/2024 | Signaturefd LLC | 16,079 | $495K | 0.0% | N/A | 0.414% | |
10/17/2024 | Claro Advisors LLC | 13,565 | $418K | 0.0% | +24.4% | 0.350% | |
10/17/2024 | BCS Wealth Management | 11,992 | $369K | 0.2% | -9.8% | 0.309% | |
8/16/2024 | NewEdge Advisors LLC | 181,561 | $5.32M | 0.0% | -12.9% | 4.679% | |
8/8/2024 | WPWealth LLP | 110,146 | $3.23M | 0.8% | -29.3% | 2.839% | |
8/8/2024 | Wealthgarden F.S. LLC | 13,851 | $406K | 0.4% | N/A | 0.357% | |
8/1/2024 | Claro Advisors LLC | 10,903 | $319K | 0.0% | -15.6% | 0.281% | |
7/31/2024 | Commonwealth Equity Services LLC | 169,640 | $4.97M | 0.0% | +0.6% | 4.372% | |
7/15/2024 | D.B. Root & Company LLC | 10,280 | $301K | 0.1% | -12.0% | 0.265% | |