7/7/2025 | Insight Wealth Strategies LLC | 11,684 | $591K | 0.1% | -96.8% | 0.003% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 5,777 | $293K | 0.0% | -42.6% | 0.001% | |
7/7/2025 | TruWealth Advisors LLC | 2,481,304 | $125.93M | 6.9% | +4.5% | 0.572% | |
7/7/2025 | RB Capital Management LLC | 152,613 | $7.75M | 1.8% | -0.8% | 0.035% | |
7/7/2025 | RDA Financial Network | 64,227 | $3.26M | 0.9% | +4.1% | 0.015% | |
7/2/2025 | HBW Advisory Services LLC | 4,024 | $204K | 0.0% | N/A | 0.001% | |
7/2/2025 | Crumly & Associates Inc. | 96,993 | $4.92M | 1.2% | -3.9% | 0.025% | |
7/2/2025 | Central Pacific Bank Trust Division | 89,855 | $4.56M | 0.6% | -10.3% | 0.023% | |
7/1/2025 | Harbor Investment Advisory LLC | 112,884 | $5.73M | 0.5% | +5.9% | 0.029% | |
6/6/2025 | eCIO Inc. | 103,767 | $5.26M | 1.8% | N/A | 0.025% | |
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6/4/2025 | First Hawaiian Bank | 104,651 | $5.31M | 0.3% | -3.7% | 0.025% | |
6/2/2025 | Integrity Wealth Advisors Inc. | 56,980 | $2.89M | 2.1% | +2.6% | 0.014% | |
6/2/2025 | Modern Wealth Management LLC | 1,898,774 | $96.29M | 3.1% | +49.4% | 0.462% | |
5/28/2025 | GK Wealth Management LLC | 6,920 | $351K | 0.4% | N/A | 0.002% | |
5/22/2025 | Mattson Financial Services LLC | 70,506 | $3.58M | 1.1% | +19.6% | 0.018% | |
5/21/2025 | MBL Wealth LLC | 145,787 | $7.39M | 0.7% | +1.8% | 0.037% | |
5/21/2025 | Geneos Wealth Management Inc. | 337,894 | $17.14M | 0.6% | +27.4% | 0.086% | |
5/20/2025 | Blue Rock Wealth Management LLC | 77,608 | $3.94M | 3.3% | +2.0% | 0.020% | |
5/20/2025 | Belpointe Asset Management LLC | 50,439 | $2.56M | 0.1% | +9.0% | 0.013% | |
5/20/2025 | Focus Partners Wealth | 35,293 | $1.79M | 0.0% | +132.8% | 0.009% | |
5/20/2025 | Flaharty Asset Management LLC | 662,242 | $33.58M | 4.8% | +6.1% | 0.168% | |
5/19/2025 | Jane Street Group LLC | 964,725 | $48.92M | 0.0% | N/A | 0.245% | |
5/16/2025 | Semmax Financial Advisors Inc. | 175,361 | $8.85M | 2.4% | +10.8% | 0.045% | |
5/16/2025 | Logan Capital Management Inc. | 494 | $25K | 0.0% | N/A | 0.000% | |
5/16/2025 | HFM Investment Advisors LLC | 985 | $50K | 0.0% | N/A | 0.000% | |
5/16/2025 | Faithward Advisors LLC | 58,543 | $2.97M | 0.5% | +16.7% | 0.015% | |
5/16/2025 | Arete Wealth Advisors LLC | 39,009 | $1.98M | 0.1% | +27.4% | 0.010% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 65,372 | $3.32M | 0.1% | +65.5% | 0.017% | |
5/16/2025 | Goldman Sachs Group Inc. | 491,083 | $24.90M | 0.0% | N/A | 0.124% | |
5/16/2025 | Kestra Investment Management LLC | 1,593,512 | $80.81M | 2.5% | +131.0% | 0.405% | |
5/16/2025 | Cape Investment Advisory Inc. | 48,176 | $2.44M | 1.0% | -2.6% | 0.012% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 2,195 | $111K | 0.1% | -95.4% | 0.001% | |
5/16/2025 | Talon Private Wealth LLC | 870,448 | $44.21M | 5.9% | +47.0% | 0.221% | |
5/16/2025 | Rise Advisors LLC | 16,667 | $845K | 0.4% | -17.4% | 0.004% | |
5/16/2025 | Ruggaard & Associates LLC | 13,051 | $662K | 0.3% | +21.7% | 0.003% | |
5/16/2025 | NewEdge Advisors LLC | 262,844 | $13.33M | 0.1% | +46.5% | 0.067% | |
5/16/2025 | Integrated Wealth Concepts LLC | 267,288 | $13.55M | 0.2% | +139.3% | 0.068% | |
5/16/2025 | Curi RMB Capital LLC | 9,700 | $492K | 0.0% | -43.5% | 0.002% | |
5/16/2025 | Banque Transatlantique SA | 11,719 | $549K | 0.0% | N/A | 0.003% | |
5/16/2025 | AQR Capital Management LLC | 117,752 | $5.97M | 0.0% | +29.1% | 0.030% | |
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. |
5/16/2025 | Advisors Asset Management Inc. | 40,592 | $2.06M | 0.0% | +9.7% | 0.010% | |
5/16/2025 | AlphaQ Advisors LLC | 5,760 | $292K | 0.7% | N/A | 0.001% | |
5/16/2025 | Ancora Advisors LLC | 488,261 | $24.76M | 0.6% | +126.3% | 0.124% | |
5/16/2025 | Aprio Wealth Management LLC | 196,934 | $9.99M | 1.3% | N/A | 0.050% | |
5/16/2025 | 1 North Wealth Services LLC | 289,062 | $14.66M | 6.8% | N/A | 0.074% | |
5/15/2025 | Family Office Research LLC | 52,796 | $2.68M | 1.3% | +22.0% | 0.013% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 7,167 | $363K | 0.0% | -20.8% | 0.002% | |
5/15/2025 | Flputnam Investment Management Co. | 65,241 | $3.31M | 0.1% | N/A | 0.017% | |
5/15/2025 | Royal Bank of Canada | 5,675,445 | $287.80M | 0.1% | +31.8% | 1.444% | |
5/15/2025 | Betterment LLC | 20,063 | $1.02M | 0.0% | +5.8% | 0.005% | |
5/15/2025 | MAI Capital Management | 97,644 | $4.95M | 0.0% | +281.0% | 0.025% | |
5/15/2025 | Calton & Associates Inc. | 5,261 | $267K | 0.1% | N/A | 0.001% | |
5/15/2025 | Spectrum Wealth Advisory Group LLC | 10,758 | $546K | 0.3% | -92.2% | 0.003% | |
5/15/2025 | Connecticut Wealth Management LLC | 4,040 | $205K | 0.0% | N/A | 0.001% | |
5/15/2025 | Baird Financial Group Inc. | 703,946 | $35.70M | 0.1% | +17.2% | 0.179% | |
5/15/2025 | Evergreen Capital Management LLC | 977,975 | $49.59M | 1.7% | -1.6% | 0.249% | |
5/15/2025 | Tortoise Investment Management LLC | 163,426 | $8.29M | 0.9% | +9.0% | 0.042% | |
5/14/2025 | Transamerica Financial Advisors LLC | 18,894 | $959K | 0.1% | -4.8% | 0.005% | |
5/14/2025 | RB Capital Management LLC | 153,862 | $7.80M | 1.8% | +5.1% | 0.039% | |
5/14/2025 | Ieq Capital LLC | 11,657 | $591K | 0.0% | N/A | 0.003% | |
5/14/2025 | CreativeOne Wealth LLC | 127,089 | $6.45M | 0.2% | -13.6% | 0.032% | |
5/14/2025 | Redwood Investment Management LLC | 4,911 | $249K | 0.0% | -48.5% | 0.001% | |
5/14/2025 | Per Stirling Capital Management LLC. | 270,736 | $13.73M | 2.0% | +76.2% | 0.069% | |
5/14/2025 | Orion Capital Management LLC | 198,018 | $10.04M | 4.2% | +215.4% | 0.050% | |
5/14/2025 | Jane Street Group LLC | 964,725 | $48.92M | 0.0% | N/A | 0.245% | |
5/14/2025 | Evergreen Wealth Solutions LLC | 109,670 | $5.56M | 3.8% | +90.1% | 0.028% | |
5/14/2025 | Comerica Bank | 120,710 | $6.12M | 0.0% | +10.7% | 0.031% | |
5/14/2025 | RPg Family Wealth Advisory LLC | 71,158 | $3.61M | 1.0% | N/A | 0.018% | |
5/14/2025 | Napa Wealth Management | 14,168 | $718K | 0.4% | +12.1% | 0.004% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 458,072 | $23.23M | 0.0% | +42.5% | 0.117% | |
5/14/2025 | Haverford Trust Co | 735,085 | $37.28M | 0.4% | +36.1% | 0.187% | |
5/14/2025 | Kestra Advisory Services LLC | 1,755,425 | $89.02M | 0.4% | +38.9% | 0.447% | |
5/14/2025 | Laffer Tengler Investments Inc. | 27,956 | $1.42M | 0.3% | N/A | 0.007% | |
5/14/2025 | Circle Wealth Management LLC | 5,407 | $274K | 0.0% | N/A | 0.001% | |
5/14/2025 | Hobbs Group Advisors LLC | 16,209 | $822K | 0.3% | +44.9% | 0.004% | |
5/14/2025 | Mosaic Financial Group LLC | 8,607 | $436K | 0.4% | N/A | 0.002% | |
5/14/2025 | CW Advisors LLC | 8,470 | $430K | 0.0% | +9.4% | 0.002% | |
5/14/2025 | Flow Traders U.S. LLC | 31,700 | $1.61M | 0.1% | N/A | 0.008% | |
5/14/2025 | Level Four Advisory Services LLC | 113,257 | $5.74M | 0.2% | +2.9% | 0.029% | |
5/14/2025 | Vertex Planning Partners LLC | 19,959 | $1.01M | 0.2% | -32.6% | 0.005% | |
5/14/2025 | Andina Capital Management LLC | 20,182 | $1.02M | 0.7% | -79.8% | 0.005% | |
5/14/2025 | Blue Investment Partners LLC | 193,156 | $9.80M | 3.7% | +3.7% | 0.049% | |
5/14/2025 | Petix & Botte Co | 146,172 | $7.41M | 2.0% | +41.8% | 0.037% | |
5/13/2025 | Watts Gwilliam & Co. LLC | 43,789 | $2.22M | 0.5% | -11.5% | 0.011% | |
5/13/2025 | Blue Edge Capital LLC | 254,387 | $12.90M | 2.1% | +54.0% | 0.065% | |
5/13/2025 | Freestone Capital Holdings LLC | 13,912 | $705K | 0.0% | -9.6% | 0.004% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 256,860 | $13.03M | 0.1% | +13.9% | 0.065% | |
5/13/2025 | Raymond James Financial Inc. | 7,491,562 | $379.90M | 0.1% | +24.5% | 1.906% | |
5/13/2025 | Elevatus Welath Management | 227,771 | $11.55M | 6.5% | +12.2% | 0.058% | |
5/13/2025 | Cresset Asset Management LLC | 125,779 | $6.38M | 0.0% | +145.4% | 0.032% | |
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 | Twin Focus Capital Partners LLC | 250,163 | $12.69M | 2.0% | -0.7% | 0.064% | |
5/13/2025 | Wealthedge Investment Advisors LLC | 91,820 | $4.66M | 2.1% | +13.3% | 0.023% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 46,197 | $2.34M | 0.2% | N/A | 0.012% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 6,490,636 | $329.14M | 1.7% | +31.4% | 1.651% | |
5/13/2025 | Heck Capital Advisors LLC | 155,401 | $7.88M | 0.9% | -31.5% | 0.040% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 2,054 | $104K | 0.1% | +21.0% | 0.001% | |
5/13/2025 | NFP Retirement Inc. | 15,415 | $782K | 0.1% | +24.5% | 0.004% | |
5/13/2025 | Bridgewealth Advisory Group LLC | 201,552 | $10.22M | 13.4% | -62.3% | 0.051% | |
5/13/2025 | Anfield Capital Management LLC | 115,766 | $5.87M | 2.2% | N/A | 0.029% | |
5/13/2025 | HighTower Advisors LLC | 4,273,243 | $216.70M | 0.3% | +7.2% | 1.087% | |