8/15/2025 | Chapman Financial Group LLC | 7,755 | $263K | 0.2% | N/A | 0.124% | |
8/15/2025 | Visionary Wealth Advisors | 34,839 | $1.18M | 0.1% | -51.1% | 0.559% | |
8/15/2025 | Acas LLC | 22,128 | $771K | 0.5% | +1.4% | 0.355% | |
8/14/2025 | Raymond James Financial Inc. | 21,621 | $733K | 0.0% | -84.5% | 0.347% | |
8/14/2025 | Diversify Wealth Management LLC | 145,732 | $5.07M | 0.3% | +0.3% | 2.339% | |
8/14/2025 | Heritage Wealth Management Inc. | 26,600 | $901K | 0.3% | +155.5% | 0.427% | |
8/14/2025 | Balance Wealth LLC | 37,700 | $1.28M | 0.7% | +20.5% | 0.605% | |
8/13/2025 | VestGen Advisors LLC | 10,522 | $362K | 0.0% | N/A | 0.169% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 40,250 | $1.36M | 0.0% | -13.4% | 0.646% | |
8/12/2025 | CreativeOne Wealth LLC | 26,251 | $889K | 0.0% | -57.0% | 0.421% | |
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8/12/2025 | NFP Retirement Inc. | 72,765 | $2.47M | 0.2% | -1.7% | 1.168% | |
8/8/2025 | Kingsview Wealth Management LLC | 17,055 | $578K | 0.0% | +22.7% | 0.274% | |
8/8/2025 | Cetera Investment Advisers | 134,762 | $4.57M | 0.0% | +3.2% | 2.163% | |
8/7/2025 | Ibex Wealth Advisors | 6,057 | $205K | 0.0% | N/A | 0.097% | |
8/5/2025 | Trail Ridge Investment Advisors LLC | 6,068 | $209K | 0.1% | N/A | 0.097% | |
8/4/2025 | 4J Wealth Management LLC | 25,570 | $866K | 0.6% | -87.3% | 0.410% | |
8/4/2025 | Atria Investments Inc | 9,760 | $331K | 0.0% | -6.4% | 0.157% | |
8/4/2025 | World Investment Advisors | 67,929 | $2.30M | 0.1% | -5.7% | 1.090% | |
8/1/2025 | GWN Securities Inc. | 149,668 | $5.07M | 0.9% | +16.6% | 2.402% | |
8/1/2025 | Envestnet Asset Management Inc. | 189,383 | $6.42M | 0.0% | +11.7% | 3.040% | |
7/30/2025 | Caliber Wealth Management LLC KS | 13,287 | $450K | 0.0% | N/A | 0.213% | |
7/30/2025 | Syntegra Private Wealth Group LLC | 154,233 | $5.23M | 0.5% | +2.1% | 2.476% | |
7/28/2025 | RFG Advisory LLC | 20,300 | $688K | 0.0% | -5.3% | 0.326% | |
7/28/2025 | Axxcess Wealth Management LLC | 479,790 | $16.26M | 0.4% | -16.9% | 7.701% | |
7/24/2025 | Columbia Advisory Partners LLC | 34,176 | $1.16M | 0.9% | N/A | 0.549% | |
7/22/2025 | Diligent Investors LLC | 45,183 | $1.53M | 0.4% | -3.8% | 0.725% | |
7/21/2025 | Ameritas Advisory Services LLC | 2,412 | $82K | 0.0% | -67.8% | 0.039% | |
7/21/2025 | DHJJ Financial Advisors Ltd. | 1,635 | $55K | 0.0% | +170.2% | 0.026% | |
7/21/2025 | Seros Financial LLC | 207,593 | $7.03M | 4.5% | +2.5% | 3.332% | |
7/18/2025 | Truist Financial Corp | 22,642 | $767K | 0.0% | +25.9% | 0.363% | |
7/16/2025 | Kathmere Capital Management LLC | 87,888 | $2.98M | 0.2% | -3.2% | 1.411% | |
7/15/2025 | Optima Capital LLC | 63,731 | $2.16M | 1.2% | +1.5% | 1.023% | |
7/14/2025 | AdvisorNet Financial Inc | 4,100 | $139K | 0.0% | +20.6% | 0.066% | |
7/14/2025 | KFG Wealth Management LLC | 115,665 | $3.92M | 0.6% | +1.2% | 1.857% | |
7/9/2025 | Capital Wealth Management LLC | 170,172 | $5.77M | 2.2% | +9.4% | 2.731% | |
7/7/2025 | Capital Asset Advisory Services LLC | 481,391 | $16.30M | 0.8% | -17.1% | 7.727% | |
6/13/2025 | Optima Capital LLC | 62,796 | $1.97M | 1.3% | +27.4% | 1.008% | |
5/14/2025 | CreativeOne Wealth LLC | 61,031 | $1.92M | 0.1% | +769.6% | 0.914% | |
5/14/2025 | OFC Financial Planning LLC | 31,961 | $1.00M | 1.1% | +1.1% | 0.478% | |
5/13/2025 | Raymond James Financial Inc. | 139,589 | $4.39M | 0.0% | +932.5% | 2.090% | |
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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. |
5/13/2025 | NFP Retirement Inc. | 74,049 | $2.33M | 0.2% | +3.6% | 1.109% | |
5/13/2025 | HighTower Advisors LLC | 197,784 | $6.21M | 0.0% | +4.7% | 2.961% | |
5/9/2025 | Syntegra Private Wealth Group LLC | 151,099 | $4.75M | 0.6% | +131.3% | 2.262% | |
5/9/2025 | Encompass More Asset Management | 167,469 | $5.26M | 1.6% | +11.7% | 2.507% | |
5/7/2025 | LPL Financial LLC | 300,945 | $9.46M | 0.0% | +27.0% | 4.505% | |
5/7/2025 | Bedel Financial Consulting Inc. | 43,733 | $1.37M | 0.2% | -8.3% | 0.655% | |
5/6/2025 | Cetera Investment Advisers | 130,553 | $4.10M | 0.0% | +26.3% | 1.954% | |
5/6/2025 | AE Wealth Management LLC | 3,901 | $123K | 0.0% | -73.7% | 0.058% | |
5/5/2025 | Blue Bell Private Wealth Management LLC | 8,078 | $254K | 0.0% | +92.4% | 0.121% | |
5/5/2025 | Private Advisor Group LLC | 15,225 | $478K | 0.0% | -7.0% | 0.228% | |
5/2/2025 | Independent Wealth Network Inc. | 20,797 | $653K | 0.3% | +6.9% | 0.311% | |
5/2/2025 | Acas LLC | 21,828 | $685K | 0.5% | +21.2% | 0.327% | |
5/2/2025 | Kingsview Wealth Management LLC | 13,904 | $437K | 0.0% | +111.8% | 0.208% | |
5/1/2025 | Curtis Advisory Group LLC | 12,215 | $384K | 0.1% | N/A | 0.183% | |
5/1/2025 | Kathmere Capital Management LLC | 90,772 | $2.85M | 0.2% | +0.4% | 1.359% | |
5/1/2025 | Diversify Wealth Management LLC | 145,225 | $4.54M | 0.3% | -0.3% | 2.174% | |
4/30/2025 | Axxcess Wealth Management LLC | 577,286 | $18.14M | 0.5% | +23.4% | 8.642% | |
4/29/2025 | Heritage Wealth Management Inc. | 10,411 | $327K | 0.1% | N/A | 0.156% | |
4/29/2025 | Envestnet Asset Management Inc. | 169,508 | $5.33M | 0.0% | +9.9% | 2.538% | |
4/29/2025 | World Investment Advisors | 72,009 | $2.26M | 0.1% | -2.2% | 1.078% | |
4/29/2025 | 4J Wealth Management LLC | 201,453 | $6.33M | 5.0% | +44.7% | 3.016% | |
4/25/2025 | Ameritas Advisory Services LLC | 7,486 | $235K | 0.0% | N/A | 0.112% | |
4/23/2025 | Western Wealth Management LLC | 12,887 | $405K | 0.0% | +17.8% | 0.193% | |
4/23/2025 | Balance Wealth LLC | 31,297 | $983K | 0.6% | N/A | 0.469% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 68,773 | $2.16M | 0.0% | +10.3% | 1.034% | |
4/22/2025 | Continuum Wealth Advisors LLC | 28,172 | $885K | 0.5% | +27.4% | 0.424% | |
4/18/2025 | Capital Wealth Management LLC | 155,534 | $4.89M | 2.0% | +80.0% | 2.339% | |
4/16/2025 | Seros Financial LLC | 202,607 | $6.37M | 4.8% | N/A | 3.047% | |
4/15/2025 | Integral Investment Advisors Inc. | 10,400 | $327K | 0.1% | -16.1% | 0.156% | |
4/14/2025 | Daymark Wealth Partners LLC | 11,099 | $349K | 0.0% | N/A | 0.166% | |
4/11/2025 | KFG Wealth Management LLC | 114,267 | $3.59M | 0.7% | +7.1% | 1.718% | |
4/10/2025 | Diligent Investors LLC | 46,958 | $1.48M | 0.4% | -0.8% | 0.706% | |
4/9/2025 | Capital Asset Advisory Services LLC | 580,500 | $18.39M | 0.9% | +20.9% | 8.729% | |
3/12/2025 | Centaurus Financial Inc. | 22,429 | $724K | 0.0% | -1.4% | 0.340% | |
2/26/2025 | Advisor Resource Council | 6,704 | $217K | 0.2% | N/A | 0.182% | |
2/17/2025 | Visionary Wealth Advisors | 85,850 | $2.77M | 0.2% | +1.8% | 2.333% | |
2/17/2025 | Diligent Investors LLC | 47,338 | $1.53M | 0.4% | +6.7% | 1.286% | |
2/17/2025 | Cetera Investment Advisers | 103,381 | $3.34M | 0.0% | +11.8% | 2.809% | |
2/17/2025 | Citadel Advisors LLC | 9,641 | $311K | 0.0% | -3.9% | 0.262% | |
2/17/2025 | Chapman Financial Group LLC | 6,580 | $213K | 0.2% | N/A | 0.179% | |
2/14/2025 | Bellwether Advisors LLC | 3,396 | $110K | 0.0% | N/A | 0.092% | |
2/13/2025 | CreativeOne Wealth LLC | 7,018 | $227K | 0.0% | N/A | 0.191% | |
2/13/2025 | NFP Retirement Inc. | 71,490 | $2.31M | 0.2% | +5.2% | 1.943% | |
2/13/2025 | Raymond James Financial Inc. | 13,519 | $437K | 0.0% | N/A | 0.367% | |
2/13/2025 | Envestnet Asset Management Inc. | 154,214 | $4.98M | 0.0% | -18.4% | 4.191% | |
2/12/2025 | World Investment Advisors | 73,640 | $2.38M | 0.1% | +3.3% | 2.001% | |
2/11/2025 | LPL Financial LLC | 237,040 | $7.66M | 0.0% | +97.7% | 6.441% | |
2/10/2025 | Axxcess Wealth Management LLC | 467,850 | $15.11M | 0.4% | +14.7% | 12.713% | |
2/10/2025 | GWN Securities Inc. | 60,213 | $1.95M | 0.5% | N/A | 1.636% | |
2/7/2025 | HighTower Advisors LLC | 188,974 | $6.10M | 0.0% | +4.3% | 5.135% | |
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. |
2/6/2025 | Raymond James Financial Inc. | 13,519 | $437K | 0.0% | N/A | 0.367% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 85,879 | $2.77M | 0.0% | +3.1% | 2.334% | |
2/6/2025 | Bedel Financial Consulting Inc. | 47,670 | $1.57M | 0.2% | +17.3% | 1.295% | |
2/5/2025 | MKD Wealth Coaches LLC | 15,740 | $508K | 0.5% | N/A | 0.428% | |
2/4/2025 | Continuum Wealth Advisors LLC | 22,121 | $715K | 0.4% | -4.7% | 0.601% | |
2/3/2025 | Private Advisor Group LLC | 16,369 | $529K | 0.0% | +5.9% | 0.445% | |
1/31/2025 | Truist Financial Corp | 17,681 | $571K | 0.0% | -77.8% | 0.480% | |
1/30/2025 | Principal Securities Inc. | 43,034 | $1.39M | 0.0% | +33.2% | 1.169% | |
1/28/2025 | Kingsview Wealth Management LLC | 6,565 | $212K | 0.0% | N/A | 0.178% | |
1/27/2025 | Syntegra Private Wealth Group LLC | 65,327 | $2.11M | 0.2% | +10.4% | 1.775% | |