| 8/15/2025 | Truefg LLC | 1,776 | $261K | 0.1% | N/A | 0.089% | |
| 8/15/2025 | Bank of America Corp DE | 31,719 | $4.66M | 0.0% | +10.6% | 1.586% | |
| 8/14/2025 | Raymond James Financial Inc. | 134,552 | $19.76M | 0.0% | +62.5% | 6.728% | |
| 8/14/2025 | Betterment LLC | 1,391 | $204K | 0.0% | N/A | 0.070% | |
| 8/13/2025 | Baird Financial Group Inc. | 14,235 | $2.09M | 0.0% | -1.3% | 0.712% | |
| 8/13/2025 | RPg Family Wealth Advisory LLC | 32,523 | $4.78M | 1.3% | -2.1% | 1.626% | |
| 8/13/2025 | WCG Wealth Advisors LLC | 13,668 | $2.01M | 0.1% | N/A | 0.683% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,372 | $201K | 0.0% | +8.6% | 0.069% | |
| 8/12/2025 | Global Retirement Partners LLC | 2,518 | $370K | 0.0% | N/A | 0.126% | |
| 8/11/2025 | Plotkin Financial Advisors LLC | 45,602 | $6.70M | 3.7% | -1.2% | 2.280% | |
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| 8/8/2025 | Cetera Investment Advisers | 8,772 | $1.29M | 0.0% | +10.7% | 0.439% | |
| 8/8/2025 | Creative Planning | 27,825 | $4.09M | 0.0% | -50.5% | 1.391% | |
| 8/7/2025 | Allworth Financial LP | 265 | $39K | 0.0% | N/A | 0.013% | |
| 8/7/2025 | PFG Advisors | 2,055 | $302K | 0.0% | +6.6% | 0.103% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 14,754 | $2.17M | 0.0% | +17.2% | 0.738% | |
| 7/23/2025 | Tcfg Wealth Management LLC | 1,510 | $222K | 0.1% | N/A | 0.076% | |
| 7/22/2025 | Willner & Heller LLC | 5,071 | $744K | 0.6% | +6.0% | 0.254% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 725 | $106K | 0.0% | -51.7% | 0.036% | |
| 7/18/2025 | Truist Financial Corp | 48,647 | $7.14M | 0.0% | +5.9% | 2.495% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 1,962 | $288K | 0.0% | -4.6% | 0.101% | |
| 7/17/2025 | Fifth Third Securities Inc. | 10,409 | $1.53M | 0.1% | -7.8% | 0.534% | |
| 7/11/2025 | Wealth Management Partners LLC | 23,992 | $3.54M | 1.3% | +4.5% | 1.230% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 2,146 | $317K | 0.0% | -17.1% | 0.110% | |
| 7/7/2025 | Nova Wealth Management Inc. | 3,771 | $553K | 0.4% | +79.9% | 0.193% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 699 | $103K | 0.0% | +140.2% | 0.036% | |
| 5/29/2025 | Nova Wealth Management Inc. | 2,096 | $271K | 0.2% | +1,064.4% | 0.110% | |
| 5/29/2025 | Apeiron RIA LLC | 5,178 | $670K | 0.2% | -1.6% | 0.273% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 15,742 | $2.04M | 0.1% | +14.9% | 0.829% | |
| 5/20/2025 | Flaharty Asset Management LLC | 1,143 | $148K | 0.0% | N/A | 0.060% | |
| 5/16/2025 | Jones Financial Companies Lllp | 14,160 | $1.83M | 0.0% | +320.8% | 0.745% | |
| 5/16/2025 | Plotkin Financial Advisors LLC | 46,149 | $5.97M | 3.7% | +0.5% | 2.429% | |
| 5/15/2025 | Royal Bank of Canada | 25,122 | $3.25M | 0.0% | +3.9% | 1.322% | |
| 5/15/2025 | Baird Financial Group Inc. | 14,419 | $1.87M | 0.0% | -1.2% | 0.759% | |
| 5/14/2025 | RPg Family Wealth Advisory LLC | 33,210 | $4.30M | 1.2% | +199.2% | 1.748% | |
| 5/13/2025 | Raymond James Financial Inc. | 82,800 | $10.71M | 0.0% | +1.2% | 4.358% | |
| 5/12/2025 | Virtu Financial LLC | 17,768 | $2.30M | 0.1% | +984.7% | 0.935% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 19,627 | $2.54M | 0.1% | +43.2% | 1.033% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 316 | $41K | 0.0% | N/A | 0.017% | |
| 5/7/2025 | LPL Financial LLC | 110,986 | $14.36M | 0.0% | +24.8% | 5.841% | |
| 5/6/2025 | Cetera Investment Advisers | 7,924 | $1.03M | 0.0% | -25.7% | 0.417% | |
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| 5/5/2025 | Willner & Heller LLC | 4,783 | $619K | 0.6% | +21.3% | 0.252% | |
| 5/5/2025 | Private Advisor Group LLC | 13,924 | $1.80M | 0.0% | -15.6% | 0.733% | |
| 5/1/2025 | CWM LLC | 2,017 | $261K | 0.0% | -4.1% | 0.106% | |
| 5/1/2025 | Fifth Third Securities Inc. | 11,286 | $1.46M | 0.1% | +1.6% | 0.594% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 2,422 | $313K | 0.1% | -10.1% | 0.127% | |
| 4/30/2025 | Synergy Investment Management LLC | 364 | $47K | 0.0% | +77.6% | 0.019% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 12,586 | $1.63M | 0.0% | +677.4% | 0.662% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 2,965 | $384K | 0.0% | +41.3% | 0.156% | |
| 4/29/2025 | Aviance Capital Partners LLC | 2,975 | $385K | 0.1% | N/A | 0.157% | |
| 4/23/2025 | Golden State Wealth Management LLC | 10,352 | $1.34M | 0.1% | +100.0% | 0.609% | |
| 4/23/2025 | International Assets Investment Management LLC | 2,220 | $287K | 0.0% | -3.5% | 0.131% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 9,993 | $1.29M | 0.0% | +41.8% | 0.588% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 2,589 | $335K | 0.0% | +6.9% | 0.152% | |
| 4/14/2025 | Farther Finance Advisors LLC | 199 | $26K | 0.0% | N/A | 0.012% | |
| 4/10/2025 | Wealth Management Partners LLC | 22,954 | $2.97M | 1.4% | +3.4% | 1.391% | |
| 4/9/2025 | NBC Securities Inc. | 4,022 | $520K | 0.0% | +133,966.7% | 0.244% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 2,422 | $335K | 0.0% | +17.3% | 0.151% | |
| 3/6/2025 | Plotkin Financial Advisors LLC | 45,925 | $6.35M | 3.8% | -0.6% | 2.870% | |
| 2/18/2025 | Stonebridge Financial Planning Group LLC | 10,732 | $1.48M | 0.7% | -2.3% | 0.671% | |
| 2/17/2025 | Cetera Investment Advisers | 10,661 | $1.47M | 0.0% | -4.4% | 0.666% | |
| 2/17/2025 | Baird Financial Group Inc. | 14,592 | $2.02M | 0.0% | +0.7% | 0.912% | |
| 2/17/2025 | Bank of America Corp DE | 28,635 | $3.96M | 0.0% | -2.1% | 1.790% | |
| 2/14/2025 | Bison Wealth LLC | 2,086 | $288K | 0.0% | -18.5% | 0.110% | |
| 2/14/2025 | Stifel Financial Corp | 8,127 | $1.12M | 0.0% | +20.8% | 0.508% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 2,099 | $290K | 0.0% | N/A | 0.131% | |
| 2/13/2025 | NewEdge Advisors LLC | 507 | $70K | 0.0% | -19.3% | 0.032% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,619 | $224K | 0.0% | +7.8% | 0.101% | |
| 2/13/2025 | Wells Fargo & Company MN | 25,727 | $3.56M | 0.0% | +1.2% | 1.608% | |
| 2/11/2025 | LPL Financial LLC | 88,960 | $12.30M | 0.0% | +7.3% | 5.560% | |
| 2/11/2025 | Virtu Financial LLC | 1,638 | $226K | 0.0% | N/A | 0.102% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 62,961 | $8.70M | 0.0% | -1.6% | 3.935% | |
| 2/7/2025 | PFG Advisors | 1,875 | $259K | 0.0% | N/A | 0.117% | |
| 2/6/2025 | Raymond James Financial Inc. | 81,826 | $11.31M | 0.0% | N/A | 5.114% | |
| 2/6/2025 | Synergy Investment Management LLC | 205 | $28K | 0.0% | N/A | 0.013% | |
| 2/6/2025 | Jones Financial Companies Lllp | 3,365 | $465K | 0.0% | +175.6% | 0.210% | |
| 2/5/2025 | Nwam LLC | 3,866 | $534K | 0.0% | -5.4% | 0.242% | |
| 2/3/2025 | Private Advisor Group LLC | 16,493 | $2.28M | 0.0% | -1.1% | 1.031% | |
| 1/31/2025 | Truist Financial Corp | 38,942 | $5.38M | 0.0% | +1.7% | 2.434% | |
| 1/31/2025 | Sanctuary Advisors LLC | 4,113 | $602K | 0.0% | -6.8% | 0.257% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 34,749 | $4.80M | 0.1% | N/A | 2.172% | |
| 1/28/2025 | Golden State Wealth Management LLC | 5,176 | $715K | 0.1% | N/A | 0.324% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 34,749 | $4.80M | 0.0% | N/A | 2.172% | |
| 1/23/2025 | Fifth Third Securities Inc. | 11,105 | $1.54M | 0.1% | +7.5% | 0.694% | |
| 1/23/2025 | Gateway Wealth Partners LLC | 2,695 | $372K | 0.1% | +12.6% | 0.168% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 13,702 | $1.89M | 0.1% | +7.8% | 0.856% | |
| 1/17/2025 | Apeiron RIA LLC | 5,260 | $727K | 0.2% | -12.7% | 0.329% | |
| 1/16/2025 | Wealth Management Partners LLC | 22,200 | $3.07M | 1.3% | +1.6% | 1.388% | |
| 1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 291 | $40K | 0.0% | -20.5% | 0.018% | |
| 1/8/2025 | International Assets Investment Management LLC | 2,301 | $319K | 0.0% | -99.2% | 0.148% | |
| 12/11/2024 | 1ST Source Bank | 1,606 | $215K | 0.0% | N/A | 0.100% | |
America’s Finest Hour: Sept 30 (Ad) After This White House Deadline, All Bets Are Off
The White House just issued a sweeping order that could send U.S.-based AI stocks soaring. But there's a catch – this mandate comes with a strict September 30th deadline for federal agencies to comply. If you don't act before that, you could miss out on the biggest returns. One of Wall Street's most brilliant investment millionaires explains why in a new FREE video. Click here to see it. |
| 11/25/2024 | Sanctuary Advisors LLC | 4,412 | $655K | 0.0% | +16.9% | 0.276% | |
| 11/15/2024 | Stifel Financial Corp | 6,725 | $899K | 0.0% | +12.2% | 0.420% | |
| 11/14/2024 | Plotkin Financial Advisors LLC | 46,222 | $6.18M | 3.7% | N/A | 2.889% | |
| 11/14/2024 | RPg Family Wealth Advisory LLC | 11,037 | $1.48M | 0.4% | +1.1% | 0.690% | |
| 11/12/2024 | Nwam LLC | 4,087 | $546K | 0.0% | N/A | 0.255% | |
| 11/8/2024 | Stonebridge Financial Planning Group LLC | 10,986 | $1.47M | 0.7% | -5.7% | 0.687% | |
| 11/5/2024 | Proactive Wealth Strategies LLC | 5,304 | $709K | 0.4% | N/A | 0.332% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 2,065 | $276K | 0.0% | +7.6% | 0.129% | |
| 10/22/2024 | International Assets Investment Management LLC | 297,126 | $39.70M | 0.0% | +13,486.0% | 18.570% | |
| 10/22/2024 | Private Advisor Group LLC | 16,677 | $2.23M | 0.0% | +4.1% | 1.042% | |
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