| 8/15/2025 | Corient Private Wealth LLC | 116,376 | $8.21M | 0.0% | +99.1% | 3.778% | |
| 8/15/2025 | Captrust Financial Advisors | 21,828 | $1.54M | 0.0% | +15.4% | 0.709% | |
| 8/15/2025 | Bank of America Corp DE | 95,450 | $6.73M | 0.0% | -10.1% | 3.099% | |
| 8/15/2025 | Ameriprise Financial Inc. | 40,433 | $2.98M | 0.0% | -9.9% | 1.313% | |
| 8/14/2025 | Jane Street Group LLC | 6,314 | $445K | 0.0% | -38.8% | 0.205% | |
| 8/14/2025 | Raymond James Financial Inc. | 16,738 | $1.18M | 0.0% | -1.9% | 0.543% | |
| 8/12/2025 | Prudential PLC | 59,624 | $4.21M | 0.0% | +77.7% | 1.936% | |
| 8/11/2025 | Slagle Financial LLC | 3,449 | $243K | 0.1% | -7.1% | 0.112% | |
| 8/8/2025 | WealthShield Partners LLC | 18,196 | $1.28M | 0.2% | +2.8% | 0.592% | |
| 8/6/2025 | AE Wealth Management LLC | 322,902 | $22.78M | 0.2% | -2.9% | 10.501% | |
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| 8/4/2025 | Crescent Sterling Ltd. | 6,323 | $446K | 0.5% | -17.4% | 0.206% | |
| 8/4/2025 | Buckhead Capital Management LLC | 3,666 | $259K | 0.1% | +5.6% | 0.119% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 16,432 | $1.16M | 0.0% | -5.6% | 0.534% | |
| 7/31/2025 | Richards Merrill & Peterson Inc. | 8,156 | $575K | 0.3% | +17.6% | 0.265% | |
| 7/30/2025 | LifeWealth Investments LLC | 10,434 | $736K | 0.2% | +15.5% | 0.339% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 66,159 | $4.67M | 0.1% | N/A | 2.152% | |
| 7/29/2025 | Private Trust Co. NA | 635 | $45K | 0.0% | +170.2% | 0.021% | |
| 7/22/2025 | Simplicity Wealth LLC | 9,984 | $704K | 0.0% | +67.1% | 0.324% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 390 | $28K | 0.0% | N/A | 0.013% | |
| 7/18/2025 | B.O.S.S. Retirement Advisors LLC | 35,281 | $2.49M | 0.6% | -10.0% | 1.147% | |
| 7/18/2025 | Truist Financial Corp | 14,113 | $996K | 0.0% | -7.9% | 0.459% | |
| 7/11/2025 | Farther Finance Advisors LLC | 3,645 | $257K | 0.0% | -7.1% | 0.117% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 19,371 | $1.38M | 0.0% | -38.5% | 0.620% | |
| 5/19/2025 | Jane Street Group LLC | 10,312 | $671K | 0.0% | +162.3% | 0.350% | |
| 5/15/2025 | Royal Bank of Canada | 34,668 | $2.26M | 0.0% | -34.8% | 1.175% | |
| 5/13/2025 | Prudential PLC | 33,544 | $2.18M | 0.0% | +57.1% | 1.137% | |
| 5/9/2025 | WealthShield Partners LLC | 17,702 | $1.15M | 0.1% | +2.5% | 0.600% | |
| 5/9/2025 | Wealthspire Advisors LLC | 35,593 | $2.32M | 0.0% | +0.6% | 1.207% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 4,948 | $322K | 0.0% | -14.4% | 0.168% | |
| 5/7/2025 | Vantage Financial Partners LLC | 5,730 | $373K | 0.1% | -12.5% | 0.194% | |
| 5/7/2025 | Richards Merrill & Peterson Inc. | 6,936 | $452K | 0.2% | -4.1% | 0.235% | |
| 5/7/2025 | LPL Financial LLC | 110,546 | $7.20M | 0.0% | +5.6% | 3.747% | |
| 5/6/2025 | AE Wealth Management LLC | 332,401 | $21.64M | 0.2% | -1.9% | 11.268% | |
| 5/5/2025 | Buckhead Capital Management LLC | 3,471 | $226K | 0.1% | +5.3% | 0.118% | |
| 5/2/2025 | Larson Financial Group LLC | 2,147 | $140K | 0.0% | -7.5% | 0.073% | |
| 5/1/2025 | Park Square Financial Group LLC | 4,109 | $268K | 0.2% | +6.5% | 0.139% | |
| 4/30/2025 | Pineridge Advisors LLC | 453 | $29K | 0.0% | -25.6% | 0.015% | |
| 4/30/2025 | Slagle Financial LLC | 3,712 | $242K | 0.1% | -7.8% | 0.126% | |
| 4/21/2025 | LifeWealth Investments LLC | 9,032 | $588K | 0.2% | +55.0% | 0.306% | |
| 4/15/2025 | Crescent Sterling Ltd. | 7,652 | $498K | 0.5% | -6.7% | 0.259% | |
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. |
| 4/15/2025 | Simplicity Wealth LLC | 5,974 | $389K | 0.0% | N/A | 0.203% | |
| 2/28/2025 | Park Square Financial Group LLC | 3,857 | $239K | 0.2% | N/A | 0.131% | |
| 2/26/2025 | LifeWealth Investments LLC | 5,827 | $362K | 0.2% | N/A | 0.198% | |
| 2/17/2025 | Captrust Financial Advisors | 18,547 | $1.15M | 0.0% | -3.6% | 0.554% | |
| 2/17/2025 | Bank of America Corp DE | 115,548 | $7.17M | 0.0% | -1.5% | 3.449% | |
| 2/17/2025 | Ameriprise Financial Inc. | 96,101 | $5.97M | 0.0% | +3.0% | 2.869% | |
| 2/14/2025 | Jane Street Group LLC | 3,932 | $244K | 0.0% | -57.6% | 0.117% | |
| 2/14/2025 | Transce3nd LLC | 1,568 | $97K | 0.0% | N/A | 0.047% | |
| 2/13/2025 | Raymond James Financial Inc. | 19,157 | $1.19M | 0.0% | N/A | 0.572% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 17,298 | $1.07M | 0.0% | -23.3% | 0.516% | |
| 2/13/2025 | Prudential PLC | 21,354 | $1.33M | 0.0% | -12.9% | 0.637% | |
| 2/11/2025 | LPL Financial LLC | 104,658 | $6.50M | 0.0% | +3.3% | 3.124% | |
| 2/10/2025 | Corient Private Wealth LLC | 58,460 | $3.63M | 0.0% | -6.5% | 1.745% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 8,691 | $540K | 0.0% | -5.8% | 0.259% | |
| 2/10/2025 | Farther Finance Advisors LLC | 3,972 | $247K | 0.0% | -30.3% | 0.119% | |
| 2/6/2025 | Raymond James Financial Inc. | 19,157 | $1.19M | 0.0% | N/A | 0.572% | |
| 2/6/2025 | Vantage Financial Partners LLC | 6,546 | $406K | 0.1% | -9.3% | 0.195% | |
| 2/4/2025 | WealthShield Partners LLC | 17,265 | $1.07M | 0.2% | +2.5% | 0.515% | |
| 2/4/2025 | Wealthspire Advisors LLC | 35,385 | $2.20M | 0.0% | +1.1% | 1.056% | |
| 1/29/2025 | Authentikos Wealth Advisory LLC | 7,483 | $465K | 0.5% | -7.3% | 0.223% | |
| 1/29/2025 | Pineridge Advisors LLC | 609 | $38K | 0.0% | -29.6% | 0.018% | |
| 1/23/2025 | Crews Bank & Trust | 1,840 | $114K | 0.0% | N/A | 0.055% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 5,783 | $359K | 0.0% | -3.1% | 0.173% | |
| 1/21/2025 | B.O.S.S. Retirement Advisors LLC | 40,174 | $2.49M | 0.7% | +458.7% | 1.199% | |
| 11/15/2024 | Jane Street Group LLC | 9,276 | $619K | 0.0% | -37.0% | 0.277% | |
| 11/14/2024 | Captrust Financial Advisors | 19,231 | $1.28M | 0.0% | -1.8% | 0.574% | |
| 11/1/2024 | Assetmark Inc. | 21,567 | $1.44M | 0.0% | -56.3% | 0.644% | |
| 10/29/2024 | Farther Finance Advisors LLC | 5,701 | $380K | 0.0% | -4.3% | 0.170% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 31,349 | $2.09M | 0.0% | -35.9% | 0.936% | |
| 10/22/2024 | Private Advisor Group LLC | 3,575 | $238K | 0.0% | -28.4% | 0.107% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 5,967 | $398K | 0.0% | +10.6% | 0.178% | |
| 10/16/2024 | B.O.S.S. Retirement Advisors LLC | 7,191 | $480K | 0.1% | N/A | 0.215% | |
| 10/16/2024 | Crescent Sterling Ltd. | 8,147 | $543K | 0.5% | -4.4% | 0.243% | |
| 10/10/2024 | Simplicity Wealth LLC | 5,964 | $398K | 0.0% | +32.6% | 0.178% | |
| 8/21/2024 | Truist Financial Corp | 17,800 | $1.05M | 0.0% | -7.3% | 0.531% | |
| 8/16/2024 | Susquehanna International Group LLP | 55,029 | $3.25M | 0.0% | +59.5% | 1.643% | |
| 8/13/2024 | AE Wealth Management LLC | 327,339 | $19.35M | 0.2% | +5.9% | 9.771% | |
| 8/7/2024 | Vantage Financial Partners LLC | 7,312 | $432K | 0.1% | -18.5% | 0.218% | |
| 8/7/2024 | Prudential PLC | 14,114 | $834K | 0.0% | -9.4% | 0.421% | |
| 8/2/2024 | Larson Financial Group LLC | 2,291 | $135K | 0.0% | +1,039.8% | 0.068% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 5,396 | $319K | 0.0% | -7.6% | 0.161% | |
| 7/31/2024 | Farther Finance Advisors LLC | 5,958 | $353K | 0.0% | -3.1% | 0.178% | |
| 7/30/2024 | Key Financial Inc | 1,965 | $116K | 0.0% | +39,200.0% | 0.059% | |
| 7/26/2024 | WealthShield Partners LLC | 16,223 | $959K | 0.1% | +2.7% | 0.484% | |
| 7/18/2024 | Triad Wealth Partners LLC | 847 | $50K | 0.0% | N/A | 0.025% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 48,933 | $2.89M | 0.0% | +1.3% | 1.461% | |
| 7/10/2024 | Simplicity Wealth LLC | 4,498 | $266K | 0.0% | N/A | 0.134% | |
| 5/17/2024 | Pineridge Advisors LLC | 1,078 | $65K | 0.0% | -33.4% | 0.032% | |
| 5/16/2024 | Slagle Financial LLC | 4,070 | $244K | 0.1% | -55.9% | 0.121% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 9,908 | $594K | 0.0% | -10.1% | 0.296% | |
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. |
| 5/2/2024 | Vantage Financial Partners LLC | 8,972 | $538K | 0.1% | -4.2% | 0.268% | |
| 5/1/2024 | Private Advisor Group LLC | 7,592 | $455K | 0.0% | -5.1% | 0.227% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 2,350 | $141K | 0.0% | -24.6% | 0.070% | |
| 4/20/2024 | KWB Wealth | 5,480 | $329K | 0.0% | -25.9% | 0.164% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 48,286 | $2.90M | 0.0% | -15.4% | 1.441% | |
| 3/5/2024 | Slagle Financial LLC | 9,220 | $558K | 0.1% | +100.0% | 0.236% | |
| 3/1/2024 | Pineridge Advisors LLC | 1,618 | $98K | 0.0% | N/A | 0.041% | |
| 2/14/2024 | Mmbg Investment Advisors CO. | 7,375 | $446K | 0.1% | N/A | 0.189% | |
| 2/14/2024 | Prudential PLC | 18,338 | $1.11M | 0.0% | +88.9% | 0.470% | |
| 2/9/2024 | Tidemark LLC | 723 | $44K | 0.0% | N/A | 0.019% | |
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