7/11/2025 | Farther Finance Advisors LLC | 1,558 | $69K | 0.0% | +98.2% | 0.013% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 33,143 | $1.51M | 0.0% | +8.7% | 0.283% | |
7/9/2025 | Alesco Advisors LLC | 8,975 | $397K | 0.0% | +3.5% | 0.077% | |
7/9/2025 | Boyum Wealth Architects LLC | 42,024 | $1.86M | 1.4% | -0.7% | 0.359% | |
7/7/2025 | Park Edge Advisors LLC | 4,750 | $210K | 0.1% | N/A | 0.041% | |
6/6/2025 | Blue Oak Capital LLC | 17,482 | $724K | 0.4% | +15.8% | 0.139% | |
5/29/2025 | Apeiron RIA LLC | 215,842 | $8.94M | 2.7% | +1.9% | 1.713% | |
5/19/2025 | Jane Street Group LLC | 28,130 | $1.17M | 0.0% | +66.3% | 0.223% | |
5/19/2025 | SCS Capital Management LLC | 17,721 | $734K | 0.0% | N/A | 0.141% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 7,293 | $302K | 0.0% | N/A | 0.058% | |
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5/16/2025 | NewEdge Advisors LLC | 16,039 | $664K | 0.0% | +17.9% | 0.127% | |
5/16/2025 | Integrated Wealth Concepts LLC | 94,526 | $3.92M | 0.0% | -11.6% | 0.750% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 522,173 | $21.63M | 0.1% | +1.7% | 4.144% | |
5/15/2025 | Royal Bank of Canada | 9,777 | $405K | 0.0% | +87.5% | 0.078% | |
5/14/2025 | Comerica Bank | 7,303 | $302K | 0.0% | -23.6% | 0.058% | |
5/14/2025 | SVB Wealth LLC | 48,516 | $2.01M | 0.1% | -46.1% | 0.385% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 74,046 | $3.07M | 0.0% | +0.5% | 0.588% | |
5/14/2025 | Barnes Wealth Management Group Inc | 8,360 | $346K | 0.2% | +3.2% | 0.066% | |
5/14/2025 | Flow Traders U.S. LLC | 24,894 | $1.03M | 0.0% | N/A | 0.198% | |
5/14/2025 | Capital Analysts LLC | 949 | $39K | 0.0% | +248.9% | 0.008% | |
5/14/2025 | RWA Wealth Partners LLC | 8,578 | $355K | 0.0% | -9.0% | 0.068% | |
5/13/2025 | Raymond James Financial Inc. | 132,291 | $5.48M | 0.0% | -2.4% | 1.050% | |
5/12/2025 | Cobblestone Capital Advisors LLC NY | 1,196,798 | $49.57M | 2.7% | +0.4% | 9.498% | |
5/12/2025 | Berger Financial Group Inc | 5,009 | $207K | 0.0% | -7.0% | 0.040% | |
5/9/2025 | Intrust Bank NA | 72,973 | $3.02M | 0.3% | -1.2% | 0.579% | |
5/9/2025 | Wealthspire Advisors LLC | 9,767 | $405K | 0.0% | -27.1% | 0.078% | |
5/9/2025 | L & S Advisors Inc | 15,775 | $653K | 0.1% | +5.1% | 0.125% | |
5/8/2025 | Howard Capital Management Inc. | 10,763 | $446K | 0.0% | N/A | 0.085% | |
5/7/2025 | LPL Financial LLC | 980,313 | $40.61M | 0.0% | +17.7% | 7.780% | |
5/6/2025 | Cetera Investment Advisers | 166,347 | $6.89M | 0.0% | +19.4% | 1.320% | |
5/6/2025 | Avantax Advisory Services Inc. | 6,548 | $271K | 0.0% | -15.5% | 0.052% | |
5/6/2025 | Goodwin Investment Advisory | 4,985 | $206K | 0.3% | -78.8% | 0.040% | |
5/5/2025 | Auxano Advisors LLC | 5,086 | $211K | 0.1% | N/A | 0.040% | |
5/5/2025 | Private Advisor Group LLC | 12,510 | $518K | 0.0% | -4.9% | 0.099% | |
5/2/2025 | Sigma Planning Corp | 46,461 | $1.92M | 0.1% | -5.5% | 0.293% | |
5/1/2025 | CWM LLC | 849,049 | $35.17M | 0.1% | -1.3% | 5.357% | |
5/1/2025 | Kathmere Capital Management LLC | 104,966 | $4.35M | 0.4% | -0.4% | 0.662% | |
5/1/2025 | Fifth Third Securities Inc. | 49,374 | $2.05M | 0.2% | -3.8% | 0.312% | |
4/30/2025 | Cerity Partners LLC | 543,784 | $22.52M | 0.0% | +0.5% | 3.431% | |
4/30/2025 | Crossmark Global Holdings Inc. | 60,846 | $2.51M | 0.0% | N/A | 0.384% | |
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. |
4/29/2025 | Envestnet Asset Management Inc. | 12,020 | $498K | 0.0% | +14.8% | 0.076% | |
4/28/2025 | First Horizon Advisors Inc. | 1,164 | $48K | 0.0% | -20.7% | 0.007% | |
4/25/2025 | Ameritas Advisory Services LLC | 9,832 | $407K | 0.0% | +7.3% | 0.062% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 529,993 | $21.95M | 1.0% | +44.5% | 3.344% | |
4/24/2025 | Confluence Wealth Services Inc. | 52,305 | $2.03M | 0.1% | -0.7% | 0.330% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 28,955 | $1.20M | 0.1% | -82.5% | 0.183% | |
4/23/2025 | Perigon Wealth Management LLC | 7,152 | $296K | 0.0% | +14.6% | 0.045% | |
4/23/2025 | Spire Wealth Management | 5,028 | $208K | 0.0% | -12.8% | 0.032% | |
4/23/2025 | Daymark Wealth Partners LLC | 30,325 | $1.26M | 0.1% | +5.7% | 0.191% | |
4/22/2025 | 5T Wealth LLC | 22,764 | $943K | 0.5% | +7.5% | 0.144% | |
4/22/2025 | Cobblestone Asset Management LLC | 21,302 | $882K | 0.5% | +70.7% | 0.134% | |
4/21/2025 | Blue Trust Inc. | 9,539 | $395K | 0.0% | -51.4% | 0.060% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 54,957 | $2.28M | 0.0% | -2.6% | 0.347% | |
4/21/2025 | MN Wealth Advisors LLC | 11,647 | $482K | 0.3% | -3.0% | 0.073% | |
4/17/2025 | Sagespring Wealth Partners LLC | 32,199 | $1.33M | 0.0% | +3.4% | 0.203% | |
4/17/2025 | Janney Montgomery Scott LLC | 12,275 | $508K | 0.0% | +8.4% | 0.077% | |
4/17/2025 | Acropolis Investment Management LLC | 10,090 | $418K | 0.0% | +72.2% | 0.064% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 30,485 | $1.26M | 0.0% | +10.5% | 0.192% | |
4/16/2025 | Defined Financial Planning LLC | 141,075 | $5.84M | 5.9% | +201.0% | 0.890% | |
4/15/2025 | Mainsail Financial Group LLC | 363,657 | $15.06M | 8.5% | +19.2% | 2.294% | |
4/15/2025 | Columbia Advisory Partners LLC | 140,501 | $5.82M | 5.0% | +17.8% | 0.886% | |
4/14/2025 | Daymark Wealth Partners LLC | 30,325 | $1.26M | 0.0% | +5.7% | 0.191% | |
4/14/2025 | First Citizens Bank & Trust Co. | 57,710 | $2.39M | 0.0% | -4.3% | 0.364% | |
4/14/2025 | Miracle Mile Advisors LLC | 7,996 | $331K | 0.0% | -33.2% | 0.050% | |
4/11/2025 | Northwest Financial Advisors | 11,017 | $456K | 0.4% | N/A | 0.068% | |
4/10/2025 | Retirement Planning Group LLC | 25,475 | $1.06M | 0.0% | -28.9% | 0.156% | |
4/9/2025 | Planned Solutions Inc. | 247,267 | $10.24M | 4.1% | +2.8% | 1.517% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 27,588 | $1.19M | 0.0% | +1.6% | 0.166% | |
2/18/2025 | Retirement Planning Group LLC | 35,847 | $1.55M | 0.1% | -52.1% | 0.181% | |
2/17/2025 | EP Wealth Advisors LLC | 52,308 | $2.26M | 0.0% | -3.1% | 0.264% | |
2/17/2025 | Cetera Investment Advisers | 139,347 | $6.02M | 0.0% | +0.7% | 0.702% | |
2/17/2025 | Citadel Advisors LLC | 4,897 | $212K | 0.0% | -84.0% | 0.025% | |
2/17/2025 | Cary Street Partners Financial LLC | 24,903 | $1.08M | 0.0% | N/A | 0.125% | |
2/17/2025 | Bank of America Corp DE | 443,777 | $19.17M | 0.0% | +5.6% | 2.236% | |
2/14/2025 | Jane Street Group LLC | 16,914 | $731K | 0.0% | -65.6% | 0.085% | |
2/14/2025 | Comerica Bank | 9,556 | $413K | 0.0% | +4.2% | 0.048% | |
2/14/2025 | Berger Financial Group Inc | 5,388 | $233K | 0.0% | N/A | 0.027% | |
2/14/2025 | Integrated Wealth Concepts LLC | 106,889 | $4.62M | 0.1% | -15.2% | 0.538% | |
2/14/2025 | Goodman Advisory Group LLC | 430,919 | $18.62M | 5.5% | +4.2% | 2.171% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 24,134 | $1.09M | 0.1% | +7.6% | 0.122% | |
2/13/2025 | NewEdge Advisors LLC | 13,609 | $588K | 0.0% | N/A | 0.069% | |
2/13/2025 | Defined Financial Planning LLC | 46,869 | $2.03M | 2.2% | N/A | 0.236% | |
2/13/2025 | Mariner LLC | 16,404 | $709K | 0.0% | -29.7% | 0.083% | |
2/13/2025 | Sagespring Wealth Partners LLC | 31,152 | $1.35M | 0.0% | N/A | 0.157% | |
2/13/2025 | Jaffetilchin Investment Partners LLC | 165,762 | $7.16M | 0.5% | +5.5% | 0.835% | |
2/13/2025 | Raymond James Financial Inc. | 135,540 | $5.86M | 0.0% | N/A | 0.683% | |
2/13/2025 | Cerity Partners LLC | 541,027 | $23.37M | 0.1% | -2.2% | 2.726% | |
2/13/2025 | Envestnet Asset Management Inc. | 10,473 | $452K | 0.0% | +7.7% | 0.053% | |
2/13/2025 | Wells Fargo & Company MN | 12,315 | $532K | 0.0% | +267.9% | 0.062% | |
2/12/2025 | Thoroughbred Financial Services LLC | 34,994 | $1.51M | 0.1% | -1.4% | 0.176% | |
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer? (Ad) Something extraordinary is happening in Washington.
For the first time in over a century, a sitting President could release a national treasure that's been tied up in red tape, for generations.
I'm talking about a $150 trillion American asset that's scattered across all 50 states.
While the mainstream media focuses on political theater, this story is quietly developing behind closed doors. We recently interviewed Rickards to get the full story and understand how everyday Americans can pre |
2/12/2025 | RWA Wealth Partners LLC | 9,430 | $407K | 0.0% | -4.4% | 0.048% | |
2/12/2025 | L & S Advisors Inc | 15,008 | $648K | 0.1% | +3.7% | 0.076% | |
2/12/2025 | Intrust Bank NA | 73,884 | $3.19M | 0.3% | -1.4% | 0.372% | |
2/12/2025 | Orion Portfolio Solutions LLC | 197,309 | $8.52M | 0.1% | -1.0% | 0.994% | |
2/12/2025 | JPMorgan Chase & Co. | 265,189 | $11.46M | 0.0% | +3.7% | 1.336% | |
2/11/2025 | LPL Financial LLC | 832,819 | $35.98M | 0.0% | +3.3% | 4.196% | |
2/11/2025 | HUB Investment Partners LLC | 56,693 | $2.45M | 0.1% | -27.3% | 0.286% | |
2/10/2025 | Thrivent Financial for Lutherans | 215,070 | $9.76M | 0.0% | +0.6% | 1.083% | |
2/10/2025 | Gallacher Capital Management LLC | 39,549 | $1.71M | 0.8% | -1.8% | 0.199% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 56,419 | $2.44M | 0.0% | -49.2% | 0.284% | |