7/25/2025 | Atria Wealth Solutions Inc. | 81,340 | $2.16M | 0.0% | -68.7% | 0.019% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 849,048 | $22.57M | 0.1% | -38.0% | 0.198% | |
7/25/2025 | Astoria Portfolio Advisors LLC. | 209,143 | $5.43M | 1.5% | +9.9% | 0.049% | |
7/25/2025 | Integrated Capital Management Inc. | 72,311 | $1.92M | 1.5% | +23.9% | 0.017% | |
7/25/2025 | MGO One Seven LLC | 8,019 | $213K | 0.0% | -88.1% | 0.002% | |
7/25/2025 | Genesee Capital Advisors LLC | 111,789 | $2.97M | 1.3% | +0.4% | 0.026% | |
7/25/2025 | CWM LLC | 2,457,622 | $65.32M | 0.2% | -0.4% | 0.572% | |
7/25/2025 | Hobbs Group Advisors LLC | 204,498 | $5.44M | 1.9% | +340.0% | 0.048% | |
7/25/2025 | Concurrent Investment Advisors LLC | 12,440 | $331K | 0.0% | N/A | 0.003% | |
7/25/2025 | R. W. Roge & Company Inc. | 11,622 | $308K | 0.2% | -98.2% | 0.003% | |
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7/25/2025 | Richardson Financial Services Inc. | 27,760 | $736K | 0.5% | +6.0% | 0.006% | |
7/24/2025 | Drucker Wealth 3.0 LLC | 32,512 | $852K | 0.2% | N/A | 0.008% | |
7/24/2025 | Blue Trust Inc. | 1,553 | $41K | 0.0% | +1,379.0% | 0.000% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 335,882 | $8.93M | 0.3% | +104.3% | 0.078% | |
7/24/2025 | Beacon Bridge Wealth Partners LLC | 103,897 | $2.76M | 1.1% | +18.9% | 0.024% | |
7/24/2025 | MA Private Wealth | 619,202 | $16.46M | 2.9% | +73.9% | 0.144% | |
7/23/2025 | Columbus Macro LLC | 275,075 | $7.31M | 0.9% | +52.5% | 0.064% | |
7/23/2025 | Clear Creek Financial Management LLC | 13,193 | $351K | 0.0% | -51.6% | 0.003% | |
7/23/2025 | Detalus Advisors LLC | 189,516 | $5.04M | 1.5% | +9.3% | 0.044% | |
7/23/2025 | Lansing Street Advisors | 48,411 | $1.29M | 0.4% | -1.7% | 0.011% | |
7/23/2025 | True Vision MN LLC | 24,050 | $639K | 0.4% | -5.3% | 0.006% | |
7/23/2025 | Motiv8 Investments LLC | 100,870 | $2.68M | 1.6% | +3.2% | 0.023% | |
7/22/2025 | Red Tortoise LLC | 78,003 | $2.07M | 1.0% | -9.4% | 0.018% | |
7/22/2025 | Simplicity Wealth LLC | 165,764 | $4.41M | 0.2% | +285.7% | 0.039% | |
7/22/2025 | Private Wealth Group LLC | 22,690 | $603K | 0.3% | -34.1% | 0.005% | |
7/22/2025 | Realta Investment Advisors | 2,103 | $56K | 0.0% | +55.4% | 0.000% | |
7/22/2025 | Checchi Capital Advisers LLC | 731,146 | $19.43M | 1.1% | -21.6% | 0.170% | |
7/21/2025 | Impact Investors Inc | 688,286 | $18.30M | 12.9% | +10.7% | 0.160% | |
7/21/2025 | Ascent Group LLC | 1,026,965 | $27.30M | 1.1% | +85.7% | 0.239% | |
7/21/2025 | 25 LLC | 67,492 | $1.79M | 0.7% | +1.2% | 0.016% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 6,724,257 | $178.73M | 0.6% | +6.9% | 1.566% | |
7/18/2025 | Northeast Financial Group Inc. | 9,931 | $264K | 0.1% | -14.2% | 0.002% | |
7/18/2025 | Truist Financial Corp | 1,111,730 | $29.55M | 0.0% | -2.6% | 0.258% | |
7/18/2025 | Broadway Wealth Solutions Inc. | 125,128 | $3.33M | 2.1% | +8.4% | 0.029% | |
7/18/2025 | Donald L. Hagan LLC | 13,978 | $372K | 0.2% | -42.0% | 0.003% | |
7/18/2025 | Lockerman Financial Group Inc. | 10,004 | $266K | 0.4% | +32.0% | 0.002% | |
7/17/2025 | Raleigh Capital Management Inc. | 23,729 | $631K | 0.3% | +17.8% | 0.006% | |
7/17/2025 | Janney Montgomery Scott LLC | 9,296 | $247K | 0.0% | -75.2% | 0.002% | |
7/17/2025 | Fifth Third Securities Inc. | 9,081 | $241K | 0.0% | -64.4% | 0.002% | |
7/17/2025 | KWB Wealth | 204,481 | $5.57M | 0.6% | +107.7% | 0.048% | |
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. |
7/17/2025 | Tempus Wealth Planning LLC | 54,820 | $1.46M | 0.4% | +3.0% | 0.013% | |
7/16/2025 | Lloyd Advisory Services LLC. | 21,222 | $564K | 0.3% | +20.4% | 0.005% | |
7/16/2025 | GenWealth Group Inc. | 79,182 | $2.11M | 0.4% | +4.5% | 0.018% | |
7/16/2025 | Blue Oak Capital LLC | 33,330 | $886K | 0.5% | -7.0% | 0.008% | |
7/16/2025 | Perigon Wealth Management LLC | 466,948 | $12.41M | 0.3% | +27.2% | 0.109% | |
7/16/2025 | Maridea Wealth Management LLC | 24,478 | $651K | 0.2% | +3.2% | 0.006% | |
7/16/2025 | Magnus Financial Group LLC | 63,718 | $1.69M | 0.1% | -12.4% | 0.015% | |
7/15/2025 | McAdam LLC | 968,637 | $25.75M | 1.4% | +7.7% | 0.225% | |
7/15/2025 | Mather Group LLC. | 7,114,951 | $189.12M | 2.0% | +4.6% | 1.656% | |
7/15/2025 | Foster Victor Wealth Advisors LLC | 214,338 | $5.62M | 0.4% | -28.1% | 0.050% | |
7/15/2025 | Norden Group LLC | 15,859 | $422K | 0.0% | +4.7% | 0.004% | |
7/15/2025 | Fifth Third Bancorp | 2,702 | $72K | 0.0% | -71.7% | 0.001% | |
7/14/2025 | Brady Martz Wealth Solutions LLC | 65,262 | $1.74M | 0.3% | -60.6% | 0.015% | |
7/14/2025 | Caitlin John LLC | 93,113 | $2.48M | 2.3% | -62.0% | 0.022% | |
7/14/2025 | Narus Financial Partners LLC | 42,907 | $1.14M | 0.4% | +43.3% | 0.010% | |
7/14/2025 | Abacus Wealth Partners LLC | 18,950 | $504K | 0.1% | N/A | 0.004% | |
7/14/2025 | Park Avenue Securities LLC | 435,611 | $11.58M | 0.1% | +21.0% | 0.101% | |
7/14/2025 | Sowell Financial Services LLC | 59,025 | $1.57M | 0.1% | +55.0% | 0.014% | |
7/11/2025 | Farther Finance Advisors LLC | 486,808 | $12.94M | 0.3% | +59.0% | 0.113% | |
7/11/2025 | SeaCrest Wealth Management LLC | 10,751 | $286K | 0.0% | -39.0% | 0.003% | |
7/11/2025 | International Private Wealth Advisors LLC | 25,696 | $683K | 0.6% | -21.4% | 0.006% | |
7/10/2025 | Global Financial Private Client LLC | 21,026 | $559K | 0.2% | +1,232.4% | 0.005% | |
7/10/2025 | Exchange Traded Concepts LLC | 98,496 | $2.62M | 0.0% | N/A | 0.023% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 848,565 | $22.25M | 0.0% | -14.6% | 0.197% | |
7/10/2025 | Sharkey Howes & Javer | 63,078 | $1.68M | 0.2% | N/A | 0.015% | |
7/10/2025 | Signal Advisors Wealth LLC | 50,934 | $1.35M | 0.1% | +160.5% | 0.012% | |
7/9/2025 | O Brien Wealth Partners LLC | 917,946 | $24.40M | 3.8% | -1.1% | 0.214% | |
7/9/2025 | Fermata Advisors LLC | 16,414 | $436K | 0.1% | N/A | 0.004% | |
7/9/2025 | Balefire LLC | 14,085 | $374K | 0.1% | N/A | 0.003% | |
7/9/2025 | Krilogy Financial LLC | 110,522 | $2.94M | 0.2% | -0.4% | 0.026% | |
7/9/2025 | Christopher J. Hasenberg Inc | 26,377 | $701K | 0.3% | N/A | 0.006% | |
7/9/2025 | High Probability Advisors LLC | 337,507 | $8.97M | 1.3% | +4.7% | 0.079% | |
7/8/2025 | Range Financial Group LLC | 21,006 | $558K | 0.2% | +2.2% | 0.005% | |
7/8/2025 | First National Corp MA ADV | 40,400 | $1.07M | 0.2% | -28.3% | 0.009% | |
7/8/2025 | Paladin Wealth LLC | 27,762 | $738K | 0.6% | -8.5% | 0.006% | |
7/8/2025 | Boltwood Capital Management | 70,330 | $1.87M | 0.5% | +7.4% | 0.016% | |
7/8/2025 | Gradient Investments LLC | 600,721 | $15.97M | 0.3% | -0.4% | 0.139% | |
7/7/2025 | Teamwork Financial Advisors LLC | 18,605 | $495K | 0.1% | -6.9% | 0.004% | |
7/2/2025 | Dentgroup LLC | 10,660 | $283K | 0.2% | N/A | 0.002% | |
6/6/2025 | Blue Oak Capital LLC | 35,833 | $977K | 0.5% | +115.1% | 0.008% | |
5/27/2025 | Jacobi Capital Management LLC | 43,677 | $1.19M | 0.1% | +6.5% | 0.010% | |
5/23/2025 | Strategic Financial Services Inc. | 321,637 | $8.77M | 0.5% | +64.1% | 0.077% | |
5/22/2025 | Mattson Financial Services LLC | 10,926 | $298K | 0.1% | N/A | 0.003% | |
5/21/2025 | McAdam LLC | 899,395 | $24.52M | 1.5% | -0.2% | 0.216% | |
5/21/2025 | Geneos Wealth Management Inc. | 3,530 | $96K | 0.0% | -61.3% | 0.001% | |
5/20/2025 | Belpointe Asset Management LLC | 7,411 | $202K | 0.0% | -83.4% | 0.002% | |
5/20/2025 | Fortis Capital Advisors LLC | 7,411 | $202K | 0.0% | N/A | 0.002% | |
5/19/2025 | Advisory Alpha LLC | 1,028,813 | $28.03M | 1.0% | +4.0% | 0.247% | |
5/19/2025 | SCS Capital Management LLC | 531,559 | $14.49M | 0.2% | -11.1% | 0.128% | |
5/16/2025 | Ascent Group LLC | 553,083 | $15.08M | 0.6% | +1,178.8% | 0.133% | |
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 | Coppell Advisory Solutions LLC | 8,022 | $217K | 0.0% | -36.3% | 0.002% | |
5/16/2025 | Arete Wealth Advisors LLC | 64,562 | $1.76M | 0.1% | +56.4% | 0.016% | |
5/16/2025 | Bell Investment Advisors Inc | 9,294 | $253K | 0.0% | -30.9% | 0.002% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 89,589 | $2.44M | 0.1% | +8.7% | 0.022% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 7,578 | $207K | 0.0% | -23.4% | 0.002% | |
5/16/2025 | Goldman Sachs Group Inc. | 7,804,559 | $212.75M | 0.0% | -2.6% | 1.794% | |
5/16/2025 | NewEdge Advisors LLC | 448,906 | $12.24M | 0.1% | -47.1% | 0.108% | |
5/16/2025 | Integrated Wealth Concepts LLC | 491,516 | $13.40M | 0.2% | -18.4% | 0.118% | |
5/16/2025 | Banque Transatlantique SA | 1,809 | $46K | 0.0% | N/A | 0.000% | |
5/16/2025 | AQR Capital Management LLC | 24,206 | $660K | 0.0% | +36.3% | 0.006% | |