7/2/2025 | Dentgroup LLC | 26,578 | $1.93M | 1.3% | -12.8% | 0.003% | |
7/2/2025 | HBW Advisory Services LLC | 10,596 | $770K | 0.1% | -10.4% | 0.001% | |
7/1/2025 | Legacy Wealth Management LLC MS | 143,893 | $10.46M | 3.2% | -0.6% | 0.015% | |
7/1/2025 | Private Client Services LLC | 4,733 | $344K | 0.1% | +21.8% | 0.000% | |
7/1/2025 | Bush Investment Group LLC | 70,718 | $5.14M | 3.5% | -39.8% | 0.007% | |
6/24/2025 | Rainier Family Wealth Inc. | 146,646 | $9.64M | 11.4% | +11.1% | 0.015% | |
6/13/2025 | Optima Capital LLC | 12,413 | $816K | 0.5% | -61.1% | 0.001% | |
6/11/2025 | Fortitude Financial LLC | 436,977 | $28.74M | 27.4% | +101.7% | 0.045% | |
6/10/2025 | Compass Financial Services Inc | 530,640 | $34.90M | 18.3% | +1.3% | 0.055% | |
6/6/2025 | Blue Oak Capital LLC | 7,399 | $487K | 0.3% | -40.1% | 0.001% | |
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6/2/2025 | Modern Wealth Management LLC | 34,194 | $2.25M | 0.1% | +616.7% | 0.004% | |
5/28/2025 | Jones Financial Companies Lllp | 31,074,010 | $2.03B | 1.8% | +99.4% | 3.369% | |
5/28/2025 | Vista Cima Wealth Management LLC | 50,000 | $3.29M | 2.4% | N/A | 0.005% | |
5/28/2025 | GK Wealth Management LLC | 8,967 | $590K | 0.7% | +1.9% | 0.001% | |
5/28/2025 | Intrua Financial LLC | 1,032,923 | $67.93M | 9.9% | +4.0% | 0.112% | |
5/27/2025 | Jacobi Capital Management LLC | 148,683 | $9.78M | 0.7% | +1.6% | 0.016% | |
5/27/2025 | Advisors Capital Management LLC | 6,848 | $450K | 0.0% | +7.3% | 0.001% | |
5/22/2025 | Mattson Financial Services LLC | 124,093 | $8.16M | 2.5% | +2.6% | 0.013% | |
5/21/2025 | Geneos Wealth Management Inc. | 326,788 | $21.49M | 0.7% | +9.5% | 0.035% | |
5/20/2025 | Belpointe Asset Management LLC | 119,648 | $7.87M | 0.4% | -57.7% | 0.013% | |
5/20/2025 | Focus Partners Wealth | 36,509 | $2.40M | 0.0% | -84.8% | 0.004% | |
5/20/2025 | Integrity Alliance LLC. | 1,342,587 | $88.29M | 3.5% | +58.6% | 0.146% | |
5/20/2025 | Anchor Investment Management LLC | 12,990 | $854K | 0.1% | +2.1% | 0.001% | |
5/19/2025 | SageView Advisory Group LLC | 6,997 | $460K | 0.0% | +3.0% | 0.001% | |
5/19/2025 | Advisory Alpha LLC | 225,570 | $14.83M | 0.5% | +3.5% | 0.024% | |
5/19/2025 | Client 1ST Advisory Group LLC | 486,799 | $32.01M | 12.5% | +2.5% | 0.053% | |
5/19/2025 | SCS Capital Management LLC | 2,544,362 | $167.32M | 2.1% | N/A | 0.276% | |
5/19/2025 | Smith Asset Management Co. LLC | 5,214 | $343K | 0.3% | N/A | 0.001% | |
5/19/2025 | Legacy Advisory Services LLC | 253,044 | $16.64M | 14.1% | N/A | 0.027% | |
5/16/2025 | Prostatis Group LLC | 63,338 | $4.17M | 1.3% | -14.8% | 0.007% | |
5/16/2025 | Semmax Financial Advisors Inc. | 44,027 | $2.92M | 0.8% | -9.3% | 0.005% | |
5/16/2025 | HFM Investment Advisors LLC | 885 | $58K | 0.0% | N/A | 0.000% | |
5/16/2025 | Ascent Group LLC | 1,792,898 | $117.90M | 5.1% | +164.1% | 0.194% | |
5/16/2025 | Coppell Advisory Solutions LLC | 142,034 | $9.26M | 0.7% | +48.3% | 0.015% | |
5/16/2025 | Arete Wealth Advisors LLC | 140,296 | $9.23M | 0.7% | +72.9% | 0.015% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 123,934 | $8.15M | 0.3% | +37.2% | 0.013% | |
5/16/2025 | Goldman Sachs Group Inc. | 4,487,762 | $295.12M | 0.0% | +3.1% | 0.459% | |
5/16/2025 | Kestra Investment Management LLC | 4,567 | $300K | 0.0% | -18.3% | 0.000% | |
5/16/2025 | Knightsbridge Asset Management LLC | 353,686 | $23.26M | 5.7% | -0.9% | 0.038% | |
5/16/2025 | Cape Investment Advisory Inc. | 33,219 | $2.18M | 0.9% | +21.7% | 0.004% | |
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 | Jones Financial Companies Lllp | 30,832,479 | $2.02B | 1.8% | +97.8% | 3.343% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 9,915 | $652K | 0.5% | N/A | 0.001% | |
5/16/2025 | Talon Private Wealth LLC | 382,555 | $26.19M | 3.5% | +906.5% | 0.041% | |
5/16/2025 | USS Investment Management Ltd | 21,200,000 | $1.39B | 10.6% | N/A | 2.298% | |
5/16/2025 | Raab & Moskowitz Asset Management LLC | 27,260 | $1.79M | 0.5% | -2.9% | 0.003% | |
5/16/2025 | Redwood Financial Network Corp | 26,268 | $1.73M | 1.3% | +1.4% | 0.003% | |
5/16/2025 | Pinnacle Family Advisors LLC | 40,305 | $2.65M | 1.4% | -4.8% | 0.004% | |
5/16/2025 | National Wealth Management Group LLC | 47,799 | $3.14M | 2.1% | +374.4% | 0.005% | |
5/16/2025 | NewEdge Advisors LLC | 1,990,911 | $130.92M | 0.8% | -5.2% | 0.216% | |
5/16/2025 | Integrated Wealth Concepts LLC | 1,123,335 | $73.87M | 0.9% | -26.0% | 0.122% | |
5/16/2025 | Clark Capital Management Group Inc. | 7,350,431 | $483.36M | 3.5% | +3.3% | 0.797% | |
5/16/2025 | Banque Transatlantique SA | 1,448 | $88K | 0.0% | N/A | 0.000% | |
5/16/2025 | AQR Capital Management LLC | 113,520 | $7.47M | 0.0% | +16.7% | 0.012% | |
5/16/2025 | Ancora Advisors LLC | 1,321 | $87K | 0.0% | -29.8% | 0.000% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 55,931 | $3.68M | 0.0% | +6.8% | 0.006% | |
5/15/2025 | EP Wealth Advisors LLC | 13,917 | $915K | 0.0% | -18.1% | 0.002% | |
5/15/2025 | Core Wealth Advisors Inc. | 274,156 | $18.03M | 5.7% | -2.2% | 0.030% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 87,946 | $5.78M | 0.1% | -17.1% | 0.010% | |
5/15/2025 | Retirement Planning Co of New England Inc. | 12,855 | $845K | 0.3% | +3.9% | 0.001% | |
5/15/2025 | MAI Capital Management | 29,754 | $1.96M | 0.0% | -1.5% | 0.003% | |
5/15/2025 | Calton & Associates Inc. | 153,182 | $10.07M | 2.3% | +357.0% | 0.017% | |
5/15/2025 | Vista Cima Wealth Management LLC | 50,000 | $3.29M | 1.5% | N/A | 0.005% | |
5/15/2025 | Centric Wealth Management | 78,739 | $5.18M | 1.3% | -73.6% | 0.009% | |
5/15/2025 | Connecticut Wealth Management LLC | 30,585 | $2.01M | 0.1% | N/A | 0.003% | |
5/15/2025 | Titleist Asset Management LLC | 30,095 | $1.98M | 0.2% | +38.6% | 0.003% | |
5/15/2025 | Baird Financial Group Inc. | 58,226 | $3.83M | 0.0% | -85.5% | 0.006% | |
5/15/2025 | Pinnacle Wealth Planning Services Inc. | 142,377 | $9.36M | 1.4% | +0.2% | 0.015% | |
5/15/2025 | The Manufacturers Life Insurance Company | 4,419,347 | $290.62M | 0.3% | -4.3% | 0.479% | |
5/15/2025 | JDM Financial Group LLC | 48,303 | $3.18M | 1.6% | -2.7% | 0.005% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 6,189 | $407K | 0.3% | -92.3% | 0.001% | |
5/15/2025 | Tortoise Investment Management LLC | 101,990 | $6.71M | 0.7% | +16.1% | 0.011% | |
5/15/2025 | Trexquant Investment LP | 4,218 | $277K | 0.0% | N/A | 0.000% | |
5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 83,453 | $5.49M | 0.2% | -4.7% | 0.009% | |
5/15/2025 | Oarsman Capital Inc. | 139,398 | $9.17M | 1.6% | +4.8% | 0.015% | |
5/15/2025 | Okabena Investment Services Inc. | 3,951 | $260K | 0.1% | N/A | 0.000% | |
5/15/2025 | Clarity Asset Management Inc. | 5,373 | $353K | 0.2% | +871.6% | 0.001% | |
5/14/2025 | Transamerica Financial Advisors LLC | 122,652 | $8.07M | 0.8% | +0.5% | 0.013% | |
5/14/2025 | Triad Wealth Partners LLC | 98,096 | $6.45M | 2.0% | +87.8% | 0.011% | |
5/14/2025 | RB Capital Management LLC | 4,792 | $315K | 0.1% | +9.4% | 0.001% | |
5/14/2025 | Ieq Capital LLC | 4,239 | $279K | 0.0% | -66.8% | 0.000% | |
5/14/2025 | CreativeOne Wealth LLC | 324,769 | $21.36M | 0.6% | -37.9% | 0.035% | |
5/14/2025 | Quadcap Wealth Management LLC | 16,286 | $1.07M | 0.2% | -22.8% | 0.002% | |
5/14/2025 | Redwood Investment Management LLC | 107,438 | $7.07M | 0.8% | +2.0% | 0.012% | |
5/14/2025 | PKS Advisory Services LLC | 10,541 | $693K | 0.2% | +9.6% | 0.001% | |
5/14/2025 | Widmann Financial Services Inc. | 3,079 | $202K | 0.2% | N/A | 0.000% | |
5/14/2025 | WCG Wealth Advisors LLC | 309,524 | $20.35M | 1.5% | -16.0% | 0.034% | |
5/14/2025 | Talisman Wealth Advisors LLC | 7,535 | $496K | 0.5% | +19.3% | 0.001% | |
5/14/2025 | CSM Advisors LLC | 511,929 | $33.66M | 1.8% | -2.4% | 0.055% | |
5/14/2025 | FWG Investments LLC. | 30,345 | $2.00M | 2.3% | -33.7% | 0.003% | |
5/14/2025 | Comerica Bank | 28,730 | $1.89M | 0.0% | +25.7% | 0.003% | |
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 | Freedom Investment Management Inc. | 34,146 | $2.25M | 0.2% | N/A | 0.004% | |
5/14/2025 | Synovus Financial Corp | 8,214 | $540K | 0.0% | -3.7% | 0.001% | |
5/14/2025 | Napa Wealth Management | 50,383 | $3.31M | 1.9% | -3.4% | 0.005% | |
5/14/2025 | SVB Wealth LLC | 5,967 | $392K | 0.0% | +5.3% | 0.001% | |
5/14/2025 | Smartleaf Asset Management LLC | 25,542 | $1.67M | 0.2% | +59.0% | 0.003% | |
5/14/2025 | Caitlin John LLC | 4,219 | $277K | 0.3% | -30.1% | 0.000% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,975,287 | $195.66M | 0.2% | +35.0% | 0.323% | |
5/14/2025 | Heritage Wealth Partners LLC | 11,460 | $754K | 1.1% | +14.4% | 0.001% | |
5/14/2025 | Sax Wealth Advisors LLC | 18,080 | $1.19M | 0.1% | +49.5% | 0.002% | |
5/14/2025 | Leslie Global Wealth LLC | 374,951 | $24.66M | 12.0% | +3.8% | 0.041% | |