7/18/2025 | Ledgewood Wealth Advisors LLC | 295,702 | $5.81M | 3.7% | +2.9% | 0.156% | |
7/18/2025 | Trilogy Capital Inc. | 222,479 | $4.37M | 0.2% | -4.0% | 0.117% | |
7/18/2025 | SMI Advisory Services LLC | 15,824 | $311K | 0.1% | +10.7% | 0.008% | |
7/18/2025 | Truist Financial Corp | 448,870 | $8.82M | 0.0% | -6.7% | 0.237% | |
7/17/2025 | Capital Investment Advisors LLC | 29,023 | $570K | 0.0% | -4.9% | 0.015% | |
7/17/2025 | HB Wealth Management LLC | 75,007 | $1.47M | 0.0% | +129.9% | 0.040% | |
7/17/2025 | Janney Montgomery Scott LLC | 802,891 | $15.78M | 0.0% | -7.7% | 0.424% | |
7/17/2025 | Independence Bank of Kentucky | 50,644 | $995K | 0.1% | +3.3% | 0.027% | |
7/17/2025 | Avior Wealth Management LLC | 2,426,509 | $47.68M | 1.6% | +0.2% | 1.283% | |
7/17/2025 | XY Planning Network Inc. | 29,694 | $583K | 0.2% | N/A | 0.016% | |
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7/17/2025 | Hengehold Capital Management LLC | 439,971 | $8.65M | 0.8% | +2.2% | 0.233% | |
7/17/2025 | Chatham Capital Group Inc. | 479,795 | $9.43M | 1.4% | +0.3% | 0.254% | |
7/17/2025 | Blossom Wealth Management | 22,430 | $441K | 0.8% | -10.0% | 0.012% | |
7/17/2025 | Western Financial Corp CA | 42,859 | $842K | 0.5% | +1.9% | 0.023% | |
7/16/2025 | ORG Partners LLC | 25,265 | $497K | 0.1% | -27.5% | 0.013% | |
7/16/2025 | Kirr Marbach & Co. LLC IN | 684,997 | $13.46M | 2.7% | +4.4% | 0.362% | |
7/16/2025 | Old Port Advisors | 173,665 | $3.41M | 0.9% | +21.1% | 0.092% | |
7/16/2025 | Kathmere Capital Management LLC | 18,370 | $361K | 0.0% | N/A | 0.010% | |
7/16/2025 | Beaumont Financial Advisors LLC | 74,691 | $1.47M | 0.1% | -2.1% | 0.039% | |
7/16/2025 | Tassel Capital Management Inc. | 25,828 | $508K | 0.4% | +4.2% | 0.014% | |
7/15/2025 | Well Done LLC | 10,864 | $213K | 0.0% | N/A | 0.006% | |
7/15/2025 | Genesis Wealth Advisors LLC | 334,549 | $6.57M | 4.9% | +4.0% | 0.177% | |
7/15/2025 | Tenon Financial LLC | 137,728 | $2.71M | 1.2% | +5.0% | 0.073% | |
7/15/2025 | McCarthy & Cox | 263,792 | $5.18M | 1.4% | +5.0% | 0.139% | |
7/15/2025 | RVW Wealth LLC | 17,696 | $348K | 0.0% | +6.4% | 0.009% | |
7/15/2025 | BCS Wealth Management | 390,775 | $7.68M | 1.7% | +4.0% | 0.207% | |
7/15/2025 | Legacy Financial Group LLC | 812,048 | $15.96M | 2.2% | -5.3% | 0.429% | |
7/15/2025 | Accurate Wealth Management LLC | 70,078 | $1.38M | 0.2% | N/A | 0.037% | |
7/15/2025 | Oregon Pacific Wealth Management LLC | 27,062 | $532K | 0.5% | -29.6% | 0.014% | |
7/14/2025 | Seek First Inc. | 17,278 | $340K | 0.3% | +54.6% | 0.009% | |
7/14/2025 | CRA Financial Services LLC | 131,120 | $2.58M | 0.4% | +8.5% | 0.069% | |
7/14/2025 | Oliver Luxxe Assets LLC | 85,723 | $1.68M | 0.3% | -18.2% | 0.045% | |
7/14/2025 | Sentinel Pension Advisors LLC | 380,731 | $7.48M | 1.3% | -0.2% | 0.201% | |
7/14/2025 | GAMMA Investing LLC | 7,509 | $148K | 0.0% | -75.6% | 0.004% | |
7/14/2025 | Masso Torrence Wealth Management Inc. | 90,300 | $1.77M | 0.8% | +5.5% | 0.048% | |
7/14/2025 | Infinity Wealth Counsel LLC | 177,805 | $3.49M | 3.5% | +1.5% | 0.094% | |
7/14/2025 | Whitener Capital Management Inc. | 30,044 | $590K | 0.2% | +7.9% | 0.016% | |
7/14/2025 | Park Avenue Securities LLC | 73,852 | $1.45M | 0.0% | -1.7% | 0.039% | |
7/14/2025 | Sound Stewardship LLC | 373,666 | $7.34M | 3.8% | +2.6% | 0.198% | |
7/11/2025 | Meriwether Wealth & Planning LLC | 319,044 | $6.27M | 3.9% | +1.7% | 0.169% | |
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. |
7/11/2025 | Farther Finance Advisors LLC | 10,176 | $200K | 0.0% | +1,935.2% | 0.005% | |
7/11/2025 | Butensky & Cohen Financial Security Inc. | 63,627 | $1.25M | 0.4% | +3.0% | 0.034% | |
7/11/2025 | Pinnacle Bancorp Inc. | 14,589 | $287K | 0.1% | +110.4% | 0.008% | |
7/11/2025 | Lantz Financial LLC | 88,408 | $1.74M | 0.4% | +9.4% | 0.047% | |
7/11/2025 | AA Financial Advisors LLC | 567,995 | $11.16M | 2.4% | +0.3% | 0.300% | |
7/11/2025 | LongView Wealth Management | 18,700 | $367K | 0.1% | +23.0% | 0.010% | |
7/11/2025 | Matthew Goff Investment Advisor LLC | 130,524 | $2.57M | 0.5% | -4.6% | 0.070% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 210,523 | $4.14M | 0.0% | -0.7% | 0.113% | |
7/10/2025 | Strathmore Capital Advisors Inc. | 44,280 | $870K | 0.4% | N/A | 0.024% | |
7/9/2025 | Central Valley Advisors LLC | 480,767 | $9.45M | 3.2% | +6.7% | 0.258% | |
7/9/2025 | Beacon Financial Group | 75,825 | $1.49M | 0.2% | +45.5% | 0.041% | |
7/8/2025 | Everpar Advisors LLC | 27,672 | $544K | 0.2% | +67.7% | 0.015% | |
7/8/2025 | Dover Advisors LLC | 16,051 | $315K | 0.1% | -5.1% | 0.009% | |
7/8/2025 | Apella Capital LLC | 44,489 | $874K | 0.0% | -1.9% | 0.024% | |
7/8/2025 | Legacy Private Trust Co. | 93,424 | $1.84M | 0.1% | -9.7% | 0.050% | |
7/8/2025 | S.E.E.D. Planning Group LLC | 178,168 | $3.50M | 1.1% | +0.9% | 0.095% | |
7/8/2025 | Red Spruce Capital LLC | 496,580 | $9.76M | 4.2% | +0.3% | 0.266% | |
7/7/2025 | Horizons Wealth Management | 186,355 | $3.66M | 2.6% | +1.2% | 0.100% | |
7/1/2025 | Legacy Wealth Management LLC MS | 30,631 | $602K | 0.2% | +86.5% | 0.016% | |
5/21/2025 | Geneos Wealth Management Inc. | 153,551 | $3.01M | 0.1% | +16.6% | 0.088% | |
5/20/2025 | Focus Partners Wealth | 496,743 | $9.73M | 0.0% | -14.9% | 0.285% | |
5/20/2025 | Anchor Investment Management LLC | 1,046,203 | $20.50M | 1.9% | +11.1% | 0.601% | |
5/20/2025 | Aspen Investment Management Inc | 168,660 | $3.30M | 1.5% | +1.5% | 0.097% | |
5/19/2025 | Jane Street Group LLC | 343,330 | $6.73M | 0.0% | +285.8% | 0.197% | |
5/16/2025 | Arete Wealth Advisors LLC | 27,110 | $531K | 0.0% | -4.4% | 0.015% | |
5/16/2025 | Jones Financial Companies Lllp | 171,279 | $3.57M | 0.0% | +25.8% | 0.096% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 47,700 | $934K | 0.7% | N/A | 0.027% | |
5/16/2025 | Redwood Financial Network Corp | 74,697 | $1.46M | 1.1% | +5.6% | 0.042% | |
5/16/2025 | NewEdge Advisors LLC | 614,468 | $12.04M | 0.1% | +16.9% | 0.345% | |
5/16/2025 | Integrated Wealth Concepts LLC | 284,656 | $5.58M | 0.1% | +11.1% | 0.160% | |
5/16/2025 | Ancora Advisors LLC | 16,368 | $321K | 0.0% | +45.9% | 0.009% | |
5/15/2025 | EP Wealth Advisors LLC | 246,459 | $4.83M | 0.0% | -0.8% | 0.142% | |
5/15/2025 | Royal Bank of Canada | 1,357,662 | $26.60M | 0.0% | -27.4% | 0.780% | |
5/15/2025 | MAI Capital Management | 2,287,479 | $44.81M | 0.3% | +12.5% | 1.315% | |
5/15/2025 | Insight Wealth Partners LLC | 44,711 | $876K | 0.1% | +15.4% | 0.026% | |
5/15/2025 | Baird Financial Group Inc. | 777,236 | $15.23M | 0.0% | -14.2% | 0.447% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 48,724 | $955K | 0.7% | -1.8% | 0.028% | |
5/15/2025 | Hanover Advisors Inc. | 83,299 | $1.63M | 0.7% | +15.2% | 0.048% | |
5/14/2025 | WCG Wealth Advisors LLC | 12,030 | $236K | 0.0% | -7.0% | 0.007% | |
5/14/2025 | Comerica Bank | 62,825 | $1.23M | 0.0% | +24.2% | 0.036% | |
5/14/2025 | Freedom Investment Management Inc. | 55,234 | $1.08M | 0.1% | +5.8% | 0.032% | |
5/14/2025 | RPg Family Wealth Advisory LLC | 62,091 | $1.22M | 0.3% | +1.0% | 0.036% | |
5/14/2025 | Oliver Luxxe Assets LLC | 104,769 | $2.05M | 0.4% | -7.1% | 0.060% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 116,496 | $2.28M | 0.0% | +19.2% | 0.067% | |
5/14/2025 | Sax Wealth Advisors LLC | 28,103 | $551K | 0.0% | +12.5% | 0.016% | |
5/14/2025 | Kestra Advisory Services LLC | 186,931 | $3.66M | 0.0% | -5.5% | 0.107% | |
5/14/2025 | Hobbs Group Advisors LLC | 54,996 | $1.08M | 0.4% | +3.9% | 0.032% | |
5/14/2025 | CW Advisors LLC | 56,319 | $1.10M | 0.0% | N/A | 0.032% | |
5/14/2025 | Capital Analysts LLC | 53,115 | $1.04M | 0.0% | +7.3% | 0.031% | |
5/14/2025 | Colonial Trust Advisors | 217,940 | $4.27M | 0.4% | +9.4% | 0.125% | |
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 | Aptus Capital Advisors LLC | 77,797 | $1.52M | 0.0% | +4.4% | 0.045% | |
5/13/2025 | Seek First Inc. | 11,179 | $219K | 0.2% | N/A | 0.006% | |
5/13/2025 | Tyler Stone Wealth Management | 46,020 | $902K | 0.2% | +110.1% | 0.026% | |
5/13/2025 | Raymond James Financial Inc. | 3,895,172 | $76.31M | 0.0% | +1.1% | 2.239% | |
5/13/2025 | Oder Investment Management LLC | 83,222 | $1.63M | 1.4% | +15.8% | 0.048% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 24,903 | $488K | 0.0% | +5.4% | 0.014% | |
5/13/2025 | Redmond Asset Management LLC | 58,938 | $1.16M | 0.3% | +16.3% | 0.034% | |
5/13/2025 | Howard Wealth Management LLC | 243,774 | $4.78M | 2.7% | -0.2% | 0.140% | |
5/13/2025 | FCA Corp TX | 266,700 | $5.23M | 1.7% | -1.1% | 0.153% | |
5/13/2025 | Cookson Peirce & Co. Inc. | 503,436 | $9.86M | 0.5% | -2.6% | 0.289% | |