6/16/2025 | Lynx Investment Advisory | 16,623 | $442K | 0.3% | +21.2% | 0.004% | |
5/28/2025 | Vista Cima Wealth Management LLC | 160,000 | $4.25M | 3.1% | N/A | 0.035% | |
5/21/2025 | Westbourne Investments Inc. | 31,918 | $848K | 0.5% | -2.6% | 0.007% | |
5/21/2025 | Geneos Wealth Management Inc. | 584,565 | $15.54M | 0.5% | +356.2% | 0.128% | |
5/20/2025 | Focus Partners Wealth | 382,061 | $10.16M | 0.0% | +41.3% | 0.084% | |
5/20/2025 | Aspen Investment Management Inc | 9,822 | $261K | 0.1% | +7.8% | 0.002% | |
5/19/2025 | Jane Street Group LLC | 25,331 | $673K | 0.0% | -46.2% | 0.006% | |
5/19/2025 | SageView Advisory Group LLC | 16,162 | $430K | 0.0% | -4.2% | 0.004% | |
5/19/2025 | Game Plan Financial Advisors LLC | 201,219 | $5.35M | 2.6% | -27.4% | 0.044% | |
5/19/2025 | SCS Capital Management LLC | 115,739 | $3.08M | 0.0% | N/A | 0.025% | |
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5/16/2025 | Signature Estate & Investment Advisors LLC | 29,107 | $774K | 0.0% | -9.0% | 0.006% | |
5/16/2025 | Everstar Asset Management LLC | 9,654 | $253K | 0.0% | N/A | 0.002% | |
5/16/2025 | Goldman Sachs Group Inc. | 84,529 | $2.25M | 0.0% | -89.5% | 0.019% | |
5/16/2025 | Cape Investment Advisory Inc. | 601,199 | $15.98M | 6.4% | -1.1% | 0.132% | |
5/16/2025 | Jones Financial Companies Lllp | 258,752 | $6.88M | 0.0% | +2,773.1% | 0.057% | |
5/16/2025 | Financial Strategies Group Inc. | 74,974 | $1.88M | 0.4% | +9.5% | 0.016% | |
5/16/2025 | Pinnacle Family Advisors LLC | 145,323 | $3.86M | 2.1% | +92.2% | 0.032% | |
5/16/2025 | NewEdge Advisors LLC | 92,533 | $2.46M | 0.0% | +9.9% | 0.020% | |
5/16/2025 | Integrated Wealth Concepts LLC | 256,003 | $6.81M | 0.1% | +5.7% | 0.056% | |
5/16/2025 | Jentner Corp | 49,419 | $1.31M | 0.4% | -1.8% | 0.011% | |
5/16/2025 | AQR Capital Management LLC | 35,409 | $941K | 0.0% | +179.6% | 0.008% | |
5/15/2025 | EP Wealth Advisors LLC | 141,900 | $3.77M | 0.0% | -4.7% | 0.031% | |
5/15/2025 | GW Henssler & Associates Ltd. | 52,559 | $1.40M | 0.1% | +187.1% | 0.012% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 1,928,744 | $51.27M | 0.8% | -2.4% | 0.424% | |
5/15/2025 | Royal Bank of Canada | 541,074 | $14.38M | 0.0% | +94.2% | 0.119% | |
5/15/2025 | Betterment LLC | 4,464,267 | $118.66M | 0.3% | -4.1% | 0.981% | |
5/15/2025 | MAI Capital Management | 976,571 | $25.96M | 0.2% | +1.1% | 0.215% | |
5/15/2025 | Calton & Associates Inc. | 14,961 | $398K | 0.1% | N/A | 0.003% | |
5/15/2025 | Vista Cima Wealth Management LLC | 160,000 | $4.25M | 1.9% | N/A | 0.035% | |
5/15/2025 | Certior Financial Group LLC | 14,413 | $383K | 0.3% | -24.4% | 0.003% | |
5/15/2025 | Baird Financial Group Inc. | 123,805 | $3.29M | 0.0% | -4.2% | 0.027% | |
5/15/2025 | WPG Advisers LLC | 28,613 | $761K | 0.7% | N/A | 0.006% | |
5/15/2025 | Tortoise Investment Management LLC | 70,544 | $1.88M | 0.2% | +5.4% | 0.015% | |
5/15/2025 | Oarsman Capital Inc. | 16,120 | $428K | 0.1% | +29.9% | 0.004% | |
5/14/2025 | Wealth Preservation Advisors LLC | 16,886 | $449K | 0.3% | N/A | 0.004% | |
5/14/2025 | Paces Ferry Wealth Advisors LLC | 216,866 | $5.76M | 2.9% | -0.9% | 0.048% | |
5/14/2025 | Ieq Capital LLC | 84,452 | $2.25M | 0.0% | +94.4% | 0.019% | |
5/14/2025 | CreativeOne Wealth LLC | 134,882 | $3.59M | 0.1% | +52.1% | 0.030% | |
5/14/2025 | Per Stirling Capital Management LLC. | 234,878 | $6.24M | 0.9% | +3.5% | 0.052% | |
5/14/2025 | Comerica Bank | 24,750 | $658K | 0.0% | -17.6% | 0.005% | |
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. |
5/14/2025 | Ally Invest Advisors Inc. | 809,786 | $21.52M | 1.8% | +9.3% | 0.178% | |
5/14/2025 | Smartleaf Asset Management LLC | 23,589 | $621K | 0.1% | +65.9% | 0.005% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 659,803 | $17.54M | 0.0% | -10.3% | 0.145% | |
5/14/2025 | Haverford Trust Co | 40,755 | $1.08M | 0.0% | -3.5% | 0.009% | |
5/14/2025 | Kestra Advisory Services LLC | 531,139 | $14.12M | 0.1% | -28.6% | 0.117% | |
5/14/2025 | Broadview Financial Management LLC | 93,447 | $2.48M | 1.9% | -1.0% | 0.021% | |
5/14/2025 | Compound Planning Inc. | 1,494,078 | $39.71M | 1.8% | +10.0% | 0.328% | |
5/14/2025 | Ameriprise Financial Inc. | 1,645,478 | $43.73M | 0.0% | +10.4% | 0.361% | |
5/14/2025 | CW Advisors LLC | 414,078 | $11.01M | 0.1% | +0.4% | 0.091% | |
5/14/2025 | Summit Financial LLC | 42,089 | $1.12M | 0.0% | -78.2% | 0.009% | |
5/14/2025 | Joseph P. Lucia & Associates LLC | 16,148 | $429K | 0.2% | -10.4% | 0.004% | |
5/14/2025 | Capital Analysts LLC | 14,677 | $390K | 0.0% | +9.2% | 0.003% | |
5/14/2025 | Tradition Wealth Management LLC | 934,553 | $24.84M | 2.2% | +1.3% | 0.205% | |
5/14/2025 | ZEGA Investments LLC | 62,582 | $1.66M | 0.3% | N/A | 0.014% | |
5/14/2025 | Berkshire Asset Management LLC PA | 229,957 | $6.03M | 0.3% | -17.2% | 0.051% | |
5/14/2025 | Financial Advisors Network Inc. | 869,155 | $23.10M | 3.8% | +3.5% | 0.191% | |
5/14/2025 | RWA Wealth Partners LLC | 281,417 | $7.48M | 0.1% | +0.7% | 0.062% | |
5/13/2025 | Mill Creek Capital Advisors LLC | 40,336 | $1.07M | 0.0% | +3.9% | 0.009% | |
5/13/2025 | Seek First Inc. | 483,938 | $12.86M | 11.4% | N/A | 0.106% | |
5/13/2025 | LWM Advisors Inc. | 12,010 | $315K | 0.3% | N/A | 0.003% | |
5/13/2025 | Raymond James Financial Inc. | 559,861 | $14.88M | 0.0% | +1.3% | 0.123% | |
5/13/2025 | Cresset Asset Management LLC | 248,221 | $6.60M | 0.0% | +1.5% | 0.055% | |
5/13/2025 | Schneider Downs Wealth Management Advisors LP | 191,224 | $5.08M | 0.9% | +0.5% | 0.042% | |
5/13/2025 | Compass Advisory Group LLC | 105,601 | $2.81M | 1.0% | -1.3% | 0.023% | |
5/13/2025 | Long Island Wealth Management Inc. | 50,994 | $1.36M | 0.8% | +5.7% | 0.011% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 24,170 | $642K | 0.0% | +129.3% | 0.005% | |
5/13/2025 | Evensky & Katz LLC | 3,185 | $85K | 0.0% | -10.8% | 0.001% | |
5/13/2025 | NFP Retirement Inc. | 44,359 | $1.18M | 0.1% | -22.8% | 0.010% | |
5/13/2025 | HRC Wealth Management LLC | 1,199,842 | $31.89M | 19.8% | +1.0% | 0.264% | |
5/13/2025 | WESCAP Management Group Inc. | 19,963 | $531K | 0.1% | +5.0% | 0.004% | |
5/13/2025 | Dagco Inc. | 1,041 | $28K | 0.0% | N/A | 0.000% | |
5/13/2025 | Russell Investments Group Ltd. | 5,951 | $158K | 0.0% | +40.1% | 0.001% | |
5/13/2025 | HighTower Advisors LLC | 2,228,321 | $59.23M | 0.1% | +0.5% | 0.489% | |
5/12/2025 | Keeler & Nadler Financial Planning & Wealth Management | 599,243 | $15.77M | 7.1% | +7.8% | 0.132% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 53,252,688 | $1.42B | 3.0% | -3.8% | 11.697% | |
5/12/2025 | Meridian Wealth Management LLC | 168,844 | $4.49M | 0.2% | +3.3% | 0.037% | |
5/12/2025 | Independent Advisor Alliance | 12,751 | $339K | 0.0% | -88.8% | 0.003% | |
5/12/2025 | SouthState Corp | 36,574 | $972K | 0.0% | +18,096.0% | 0.008% | |
5/12/2025 | Northeast Financial Group Inc. | 207,192 | $5.51M | 1.9% | +16.0% | 0.046% | |
5/12/2025 | Cooper Financial Group | 1,569,301 | $41.71M | 5.5% | +9.7% | 0.345% | |
5/12/2025 | Athena Investment Management | 38,810 | $1.03M | 0.6% | -2.0% | 0.009% | |
5/12/2025 | Robinson Smith Wealth Advisors LLC | 25,450 | $676K | 0.6% | +218.4% | 0.006% | |
5/12/2025 | Berger Financial Group Inc | 77,534 | $2.06M | 0.1% | -6.1% | 0.017% | |
5/12/2025 | True North Advisors LLC | 68,438 | $1.82M | 0.3% | N/A | 0.015% | |
5/12/2025 | Benjamin Edwards Inc. | 25,099 | $667K | 0.0% | +53.3% | 0.006% | |
5/12/2025 | Lcnb Corp | 477,173 | $12.68M | 4.7% | +0.8% | 0.105% | |
5/12/2025 | Avant Capital LLC | 198,891 | $5.29M | 4.4% | +2.1% | 0.044% | |
5/12/2025 | Townsquare Capital LLC | 146,727 | $3.90M | 0.0% | +1.5% | 0.032% | |
5/12/2025 | Truepoint Inc. | 11,051 | $294K | 0.0% | -4.3% | 0.002% | |
5/9/2025 | Northern Capital Management Inc. | 1,175,952 | $31.26M | 20.4% | -1.7% | 0.261% | |
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. |
5/9/2025 | Blue Barn Wealth LLC | 20,109 | $534K | 0.3% | -3.5% | 0.004% | |
5/9/2025 | Altfest L J & Co. Inc. | 47,795 | $1.27M | 0.2% | -68.3% | 0.011% | |
5/9/2025 | Chicago Partners Investment Group LLC | 18,182 | $474K | 0.0% | +3.1% | 0.004% | |
5/9/2025 | Elgethun Capital Management | 73,488 | $1.95M | 0.4% | +14.5% | 0.016% | |
5/9/2025 | Briaud Financial Planning Inc | 2,112 | $56K | 0.0% | +35.6% | 0.000% | |
5/9/2025 | Leeward Financial Partners LLC | 170,213 | $4.52M | 1.7% | +0.4% | 0.038% | |
5/9/2025 | WealthShield Partners LLC | 353,726 | $9.40M | 1.2% | +1.5% | 0.078% | |
5/9/2025 | Exencial Wealth Advisors LLC | 250,152 | $6.65M | 0.2% | +1.6% | 0.055% | |
5/9/2025 | PrairieView Partners LLC | 226,973 | $6.03M | 0.6% | -6.8% | 0.050% | |
5/9/2025 | Wealthspire Advisors LLC | 44,601 | $1.19M | 0.0% | -5.3% | 0.010% | |