6/17/2025 | Howe & Rusling Inc. | 700 | $63K | 0.0% | -29.8% | 0.000% | |
6/13/2025 | Optima Capital LLC | 13,891 | $1.26M | 0.8% | -4.8% | 0.001% | |
6/6/2025 | eCIO Inc. | 1,223 | $111K | 0.0% | N/A | 0.000% | |
6/4/2025 | First Hawaiian Bank | 4,452 | $403K | 0.0% | -34.4% | 0.000% | |
6/3/2025 | Invst LLC | 19,730 | $1.79M | 0.2% | -81.9% | 0.002% | |
6/2/2025 | Modern Wealth Management LLC | 6,956 | $630K | 0.0% | +33.8% | 0.001% | |
5/29/2025 | Apeiron RIA LLC | 9,115 | $825K | 0.2% | -46.7% | 0.001% | |
5/28/2025 | Anderson Financial Strategies LLC | 448 | $41K | 0.0% | N/A | 0.000% | |
5/28/2025 | Intrua Financial LLC | 6,358 | $576K | 0.1% | N/A | 0.001% | |
5/27/2025 | Jacobi Capital Management LLC | 20,640 | $1.87M | 0.1% | +18.5% | 0.002% | |
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5/27/2025 | SWS Partners | 3,782 | $342K | 0.1% | -7.7% | 0.000% | |
5/23/2025 | SWAN Capital LLC | 185,580 | $16.80M | 7.8% | +4.1% | 0.018% | |
5/22/2025 | BOS Asset Management LLC | 39,604 | $3.59M | 1.2% | +8.6% | 0.004% | |
5/21/2025 | MBL Wealth LLC | 52,536 | $4.76M | 0.5% | +3.8% | 0.005% | |
5/21/2025 | Beacon Capital Management Inc. | 60,019 | $5.39M | 0.3% | -96.4% | 0.006% | |
5/21/2025 | McAdam LLC | 3,064 | $277K | 0.0% | +9.6% | 0.000% | |
5/21/2025 | Geneos Wealth Management Inc. | 26,664 | $2.41M | 0.1% | +30.3% | 0.003% | |
5/20/2025 | Belpointe Asset Management LLC | 4,979 | $450K | 0.0% | -14.4% | 0.000% | |
5/20/2025 | Focus Partners Wealth | 321,443 | $29.10M | 0.1% | -5.5% | 0.030% | |
5/20/2025 | Flaharty Asset Management LLC | 16,831 | $1.52M | 0.2% | +8.9% | 0.002% | |
5/20/2025 | Integrity Alliance LLC. | 3,447 | $312K | 0.0% | N/A | 0.000% | |
5/20/2025 | Anchor Investment Management LLC | 31,708 | $2.87M | 0.3% | +2.2% | 0.003% | |
5/20/2025 | Glenview Trust co | 356,772 | $32.30M | 0.6% | +10.9% | 0.034% | |
5/20/2025 | Aspen Investment Management Inc | 33,500 | $3.03M | 1.4% | +1.3% | 0.003% | |
5/20/2025 | Security National Bank of Sioux City Iowa IA | 2,290 | $207K | 0.2% | N/A | 0.000% | |
5/19/2025 | SageView Advisory Group LLC | 17,061 | $1.55M | 0.1% | +13.5% | 0.002% | |
5/19/2025 | SCS Capital Management LLC | 431,908 | $39.11M | 0.5% | +27.6% | 0.041% | |
5/17/2025 | Standard Family Office LLC | 704 | $64K | 0.1% | -42.9% | 0.000% | |
5/16/2025 | Wilson & Boucher Capital Management LLC | 4,300 | $389K | 0.3% | -8.5% | 0.000% | |
5/16/2025 | Prostatis Group LLC | 13,196 | $1.20M | 0.4% | -4.9% | 0.001% | |
5/16/2025 | McIlrath & Eck LLC | 202,599 | $18.34M | 2.3% | -11.4% | 0.019% | |
5/16/2025 | Empowered Funds LLC | 98,136 | $8.89M | 0.1% | +7.4% | 0.009% | |
5/16/2025 | Faithward Advisors LLC | 4,257 | $385K | 0.1% | +14.9% | 0.000% | |
5/16/2025 | Ascent Group LLC | 3,104 | $281K | 0.0% | -25.0% | 0.000% | |
5/16/2025 | Arete Wealth Advisors LLC | 22,670 | $2.05M | 0.1% | -9.7% | 0.002% | |
5/16/2025 | Great Lakes Advisors LLC | 2,216 | $201K | 0.0% | -92.8% | 0.000% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 24,642 | $2.23M | 0.1% | +1.9% | 0.002% | |
5/16/2025 | Everstar Asset Management LLC | 2,455 | $222K | 0.0% | N/A | 0.000% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 151,365 | $13.71M | 0.5% | +0.3% | 0.014% | |
5/16/2025 | Goldman Sachs Group Inc. | 4,696,203 | $425.19M | 0.1% | +33.5% | 1.239% | |
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 | 1,024 | $93K | 0.0% | -96.2% | 0.000% | |
5/16/2025 | Aberdeen Wealth Management LLC | 438 | $40K | 0.0% | N/A | 0.000% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 13,482 | $1.22M | 0.9% | N/A | 0.001% | |
5/16/2025 | Talon Private Wealth LLC | 32,609 | $2.95M | 0.4% | +4.9% | 0.003% | |
5/16/2025 | Unconventional Investor LLC | 53,848 | $4.88M | 2.9% | +5.5% | 0.005% | |
5/16/2025 | Sepio Capital LP | 9,101 | $824K | 0.1% | -37.3% | 0.001% | |
5/16/2025 | Raab & Moskowitz Asset Management LLC | 8,660 | $784K | 0.2% | -5.3% | 0.001% | |
5/16/2025 | Pacific Center for Financial Services | 175,286 | $15.87M | 4.2% | -0.2% | 0.017% | |
5/16/2025 | Plancorp LLC | 124,625 | $11.28M | 0.4% | +2.5% | 0.012% | |
5/16/2025 | NewEdge Advisors LLC | 107,874 | $9.77M | 0.1% | +9.3% | 0.010% | |
5/16/2025 | Integrated Wealth Concepts LLC | 73,914 | $6.69M | 0.1% | -11.7% | 0.007% | |
5/16/2025 | Greenline Partners LLC | 809 | $73K | 0.0% | -62.7% | 0.000% | |
5/16/2025 | Hancock Whitney Corp | 21,747 | $1.97M | 0.1% | -52.6% | 0.002% | |
5/16/2025 | Edmond DE Rothschild Holding S.A. | 850 | $77K | 0.0% | -96.8% | 0.000% | |
5/16/2025 | Clark Capital Management Group Inc. | 12,575 | $1.14M | 0.0% | N/A | 0.001% | |
5/16/2025 | Clifford Group LLC | 6,765 | $613K | 0.6% | -9.0% | 0.001% | |
5/16/2025 | Curi RMB Capital LLC | 3,301 | $299K | 0.0% | N/A | 0.000% | |
5/16/2025 | Alliancebernstein L.P. | 162,482 | $14.71M | 0.0% | -0.4% | 0.015% | |
5/16/2025 | Beaird Harris Wealth Management LLC | 47,200 | $4.27M | 0.4% | +5.7% | 0.004% | |
5/16/2025 | AQR Capital Management LLC | 8,616 | $780K | 0.0% | +17.5% | 0.001% | |
5/16/2025 | AlTi Global Inc. | 29,537 | $2.67M | 0.1% | -59.8% | 0.003% | |
5/16/2025 | Ancora Advisors LLC | 117,407 | $10.63M | 0.2% | -4.1% | 0.011% | |
5/16/2025 | Aprio Wealth Management LLC | 4,019 | $364K | 0.0% | -34.8% | 0.000% | |
5/15/2025 | Perbak Capital Partners LLP | 24,897 | $2.25M | 1.7% | -29.7% | 0.002% | |
5/15/2025 | EP Wealth Advisors LLC | 25,838 | $2.34M | 0.0% | -11.4% | 0.002% | |
5/15/2025 | Ashton Thomas Securities LLC | 25,335 | $2.29M | 0.6% | -1.1% | 0.002% | |
5/15/2025 | Obsido Oy | 24,569 | $2.22M | 1.9% | N/A | 0.002% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 174,906 | $15.84M | 0.2% | +8.6% | 0.017% | |
5/15/2025 | First Financial Bankshares Inc | 308,113 | $27.90M | 0.6% | -34.7% | 0.029% | |
5/15/2025 | Flputnam Investment Management Co. | 9,301 | $842K | 0.0% | +7.7% | 0.001% | |
5/15/2025 | Royal Bank of Canada | 1,492,829 | $135.16M | 0.0% | +10.1% | 0.141% | |
5/15/2025 | Betterment LLC | 49,327 | $4.47M | 0.0% | -2.3% | 0.005% | |
5/15/2025 | MAI Capital Management | 185,183 | $16.77M | 0.1% | -1.7% | 0.017% | |
5/15/2025 | Calton & Associates Inc. | 2,715 | $246K | 0.1% | N/A | 0.000% | |
5/15/2025 | Texas Bank & Trust Co | 15,720 | $1.42M | 0.6% | -2.4% | 0.001% | |
5/15/2025 | Ashford Capital Management Inc. | 68,262 | $6.18M | 0.8% | +17.2% | 0.006% | |
5/15/2025 | Connecticut Wealth Management LLC | 112,085 | $10.15M | 0.5% | N/A | 0.011% | |
5/15/2025 | Benchmark Investment Advisors LLC | 10,824 | $980K | 0.6% | -5.1% | 0.001% | |
5/15/2025 | Titleist Asset Management LLC | 6,012 | $544K | 0.1% | -10.9% | 0.001% | |
5/15/2025 | Baird Financial Group Inc. | 332,867 | $30.14M | 0.1% | -3.0% | 0.031% | |
5/15/2025 | Evergreen Capital Management LLC | 330,000 | $29.88M | 1.0% | +8.5% | 0.031% | |
5/15/2025 | The Manufacturers Life Insurance Company | 1,470,551 | $133.14M | 0.1% | +3.2% | 0.139% | |
5/15/2025 | JDM Financial Group LLC | 68,522 | $6.20M | 3.1% | +5.0% | 0.006% | |
5/15/2025 | GKV Capital Management Co. Inc. | 2,261 | $205K | 0.1% | N/A | 0.000% | |
5/15/2025 | Safe Harbor Fiduciary LLC | 22,723 | $2.06M | 2.1% | -2.1% | 0.002% | |
5/15/2025 | Tortoise Investment Management LLC | 14,525 | $1.32M | 0.1% | +2.1% | 0.001% | |
5/15/2025 | Hanover Advisors Inc. | 13,275 | $1.20M | 0.5% | +9.7% | 0.001% | |
5/15/2025 | Mission Creek Capital Partners Inc. | 6,794 | $615K | 0.1% | -1.8% | 0.001% | |
5/15/2025 | Monterey Private Wealth Inc. | 24,736 | $2.24M | 0.7% | -0.8% | 0.002% | |
5/15/2025 | BNP Paribas Financial Markets | 3,252,481 | $294.48M | 0.2% | +458.2% | 0.307% | |
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 | Transamerica Financial Advisors LLC | 117,789 | $10.67M | 1.1% | +7.3% | 0.011% | |
5/14/2025 | Note Advisors LLC | 39,509 | $3.58M | 3.0% | +7.1% | 0.004% | |
5/14/2025 | Valley Financial Group Inc. | 11,692 | $1.06M | 0.7% | -2.1% | 0.001% | |
5/14/2025 | Ieq Capital LLC | 18,586 | $1.68M | 0.0% | +5.3% | 0.002% | |
5/14/2025 | CreativeOne Wealth LLC | 185,038 | $16.75M | 0.5% | -0.3% | 0.017% | |
5/14/2025 | Piedmont Capital Management LLC | 10,709 | $970K | 0.7% | -3.5% | 0.001% | |
5/14/2025 | Warwick Investment Management Inc. | 43,819 | $3.97M | 0.8% | N/A | 0.004% | |
5/14/2025 | Samalin Investment Counsel LLC | 10,912 | $988K | 0.4% | +111.8% | 0.001% | |
5/14/2025 | Orion Capital Management LLC | 14,184 | $1.28M | 0.5% | +8.7% | 0.001% | |
5/14/2025 | South Plains Financial Inc. | 19,216 | $1.74M | 1.4% | -2.3% | 0.002% | |