5/1/2025 | CWM LLC | 93,381 | $3.94M | 0.0% | -31.9% | 0.474% | |
5/1/2025 | Stephens Inc. AR | 135,865 | $5.73M | 0.1% | +13.6% | 0.690% | |
4/29/2025 | Envestnet Asset Management Inc. | 202,504 | $8.55M | 0.0% | -0.6% | 1.028% | |
4/28/2025 | Mutual Advisors LLC | 6,212 | $260K | 0.0% | +8.7% | 0.032% | |
4/28/2025 | Novem Group | 7,198 | $304K | 0.0% | -14.8% | 0.037% | |
4/28/2025 | Clear Creek Financial Management LLC | 12,627 | $533K | 0.1% | -22.9% | 0.064% | |
4/25/2025 | Ameritas Advisory Services LLC | 17,003 | $729K | 0.0% | -14.3% | 0.092% | |
4/23/2025 | Oppenheimer & Co. Inc. | 114,785 | $4.84M | 0.1% | +505.9% | 0.619% | |
4/21/2025 | Luken Investment Analytics LLC | 2,568 | $108K | 0.1% | N/A | 0.014% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 10,114 | $428K | 0.0% | +9.8% | 0.055% | |
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4/18/2025 | Lion Street Advisors LLC | 9,237 | $390K | 0.1% | -6.4% | 0.050% | |
4/18/2025 | DHJJ Financial Advisors Ltd. | 7,941 | $335K | 0.1% | -5.7% | 0.043% | |
4/18/2025 | Insigneo Advisory Services LLC | 10,475 | $442K | 0.0% | N/A | 0.057% | |
4/17/2025 | Janney Montgomery Scott LLC | 25,690 | $1.08M | 0.0% | +6.2% | 0.139% | |
4/17/2025 | RiverTree Advisors LLC | 31,860 | $1.34M | 0.9% | -15.1% | 0.172% | |
4/17/2025 | Keystone Wealth Services LLC | 121,901 | $5.14M | 1.4% | +5.2% | 0.658% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 13,988 | $590K | 0.0% | +25.9% | 0.075% | |
4/15/2025 | McKinley Carter Wealth Services Inc. | 26,727 | $1.13M | 0.1% | +6.5% | 0.144% | |
4/15/2025 | Columbia Advisory Partners LLC | 5,204 | $220K | 0.2% | N/A | 0.028% | |
4/14/2025 | Farther Finance Advisors LLC | 10,841 | $459K | 0.0% | N/A | 0.059% | |
4/14/2025 | Outlook Wealth Advisors LLC | 363,078 | $15.32M | 4.3% | +9.1% | 1.959% | |
4/14/2025 | Park Avenue Securities LLC | 11,650 | $492K | 0.0% | +22.7% | 0.063% | |
4/11/2025 | Pitti Group Wealth Management LLC | 6,198 | $262K | 0.3% | -76.9% | 0.033% | |
4/9/2025 | Fragasso Financial Advisors Inc | 9,828 | $415K | 0.0% | -15.5% | 0.053% | |
4/9/2025 | NBC Securities Inc. | 2,737 | $115K | 0.0% | +136,750.0% | 0.015% | |
4/7/2025 | AdvisorNet Financial Inc | 1,600 | $68K | 0.0% | +33.3% | 0.009% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 11,112 | $481K | 0.0% | N/A | 0.060% | |
3/6/2025 | Plotkin Financial Advisors LLC | 6,376 | $276K | 0.2% | -27.0% | 0.035% | |
2/28/2025 | Park Square Financial Group LLC | 589 | $25K | 0.0% | N/A | 0.003% | |
2/27/2025 | REAP Financial Group LLC | 105,000 | $4.54M | 1.1% | -2.6% | 0.590% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 9,849 | $426K | 0.0% | -4.8% | 0.055% | |
2/25/2025 | Armis Advisers LLC | 110,037 | $4.76M | 0.6% | N/A | 0.618% | |
2/18/2025 | GTS Securities LLC | 50,035 | $2.17M | 0.1% | N/A | 0.281% | |
2/18/2025 | Novem Group | 8,448 | $366K | 0.1% | N/A | 0.047% | |
2/17/2025 | CoreCap Advisors LLC | 12,249 | $530K | 0.0% | +13.4% | 0.069% | |
2/17/2025 | Cetera Investment Advisers | 113,618 | $4.92M | 0.0% | -62.6% | 0.638% | |
2/17/2025 | Citadel Advisors LLC | 7,429 | $321K | 0.0% | +12.7% | 0.042% | |
2/14/2025 | Jane Street Group LLC | 22,726 | $983K | 0.0% | +70.0% | 0.128% | |
2/14/2025 | MGO One Seven LLC | 7,227 | $313K | 0.0% | -5.1% | 0.041% | |
2/14/2025 | MML Investors Services LLC | 41,490 | $1.80M | 0.0% | -6.3% | 0.233% | |
The Man I Turn to In Times Like This (Ad) A storm is brewing in the markets: new tariffs, recession warnings, and panic in the headlines. That’s when publisher Brett Aitken turns to Whitney Tilson—a man CNBC once dubbed “The Prophet.”
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2/14/2025 | Concourse Financial Group Securities Inc. | 31,619 | $1.39M | 0.1% | -2.0% | 0.178% | |
2/13/2025 | NewEdge Advisors LLC | 93,572 | $4.05M | 0.0% | -8.5% | 0.526% | |
2/13/2025 | CreativeOne Wealth LLC | 19,099 | $826K | 0.0% | -89.1% | 0.107% | |
2/13/2025 | Mariner LLC | 17,635 | $763K | 0.0% | -11.7% | 0.099% | |
2/13/2025 | Barclays PLC | 1,440 | $62K | 0.0% | -16.7% | 0.008% | |
2/13/2025 | Summit Investment Advisors Inc. | 2,360 | $102K | 0.1% | +11.8% | 0.013% | |
2/13/2025 | Rockefeller Capital Management L.P. | 23,518 | $1.02M | 0.0% | -18.9% | 0.132% | |
2/13/2025 | Integrity Financial Corp WA | 52,905 | $2.29M | 1.3% | -2.6% | 0.297% | |
2/13/2025 | Advisory Services Network LLC | 29,457 | $1.28M | 0.0% | N/A | 0.165% | |
2/13/2025 | Envestnet Asset Management Inc. | 203,641 | $8.81M | 0.0% | -57.2% | 1.144% | |
2/13/2025 | Wells Fargo & Company MN | 843 | $36K | 0.0% | N/A | 0.005% | |
2/12/2025 | FSB Premier Wealth Management Inc. | 17,085 | $739K | 0.3% | -69.0% | 0.096% | |
2/12/2025 | BlueChip Wealth Advisors LLC | 4,750 | $206K | 0.1% | -36.2% | 0.027% | |
2/12/2025 | JPMorgan Chase & Co. | 3,231 | $140K | 0.0% | +144.8% | 0.018% | |
2/11/2025 | Grantvest Financial Group LLC | 8,560 | $370K | 0.4% | N/A | 0.048% | |
2/11/2025 | LPL Financial LLC | 63,361 | $2.74M | 0.0% | -2.6% | 0.356% | |
2/10/2025 | Pitti Group Wealth Management LLC | 26,845 | $1.16M | 1.2% | N/A | 0.151% | |
2/10/2025 | Arbor Capital Management Inc. ADV | 6,503 | $286K | 0.3% | -5.1% | 0.037% | |
2/10/2025 | Harbour Investments Inc. | 85,013 | $3.68M | 0.1% | -8.6% | 0.478% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 20,840 | $902K | 0.0% | -8.3% | 0.117% | |
2/10/2025 | Commonwealth Equity Services LLC | 161,398 | $6.98M | 0.0% | -16.4% | 0.907% | |
2/10/2025 | Avantax Advisory Services Inc. | 10,100 | $437K | 0.0% | -55.5% | 0.057% | |
2/7/2025 | Paragon Private Wealth Management LLC | 32,217 | $1.39M | 0.6% | +5.7% | 0.181% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 98,218 | $4.25M | 0.8% | -4.0% | 0.552% | |
2/6/2025 | Raymond James Financial Inc. | 259,306 | $11.22M | 0.0% | N/A | 1.457% | |
2/6/2025 | Assetmark Inc. | 111,940 | $4.84M | 0.0% | +54.0% | 0.629% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 4,921 | $213K | 0.0% | -9.2% | 0.028% | |
2/5/2025 | Oppenheimer & Co. Inc. | 18,944 | $820K | 0.0% | +5.0% | 0.106% | |
2/4/2025 | World Equity Group Inc. | 8,907 | $385K | 0.1% | N/A | 0.050% | |
2/3/2025 | Camelot Portfolios LLC | 7,385 | $320K | 0.3% | -10.0% | 0.041% | |
2/3/2025 | Legacy Solutions LLC | 7,332 | $317K | 0.3% | N/A | 0.041% | |
1/31/2025 | Atria Wealth Solutions Inc. | 42,673 | $1.85M | 0.0% | -5.5% | 0.240% | |
1/31/2025 | Truist Financial Corp | 51,668 | $2.24M | 0.0% | -3.9% | 0.290% | |
1/31/2025 | Sanctuary Advisors LLC | 5,304 | $234K | 0.0% | -43.1% | 0.030% | |
1/29/2025 | TFB Advisors LLC | 14,894 | $644K | 0.2% | +38.0% | 0.084% | |
1/28/2025 | Kestra Private Wealth Services LLC | 15,365 | $665K | 0.0% | -21.0% | 0.086% | |
1/28/2025 | Stephens Inc. AR | 119,640 | $5.18M | 0.1% | -0.3% | 0.672% | |
1/27/2025 | NovaPoint Capital LLC | 112,308 | $4.86M | 1.5% | -15.1% | 0.631% | |
1/27/2025 | Lion Street Advisors LLC | 9,872 | $427K | 0.1% | -5.7% | 0.055% | |
1/27/2025 | WESPAC Advisors SoCal LLC | 5,154 | $223K | 0.1% | N/A | 0.029% | |
1/24/2025 | Sterling Manor Financial LLC | 185,939 | $8.05M | 5.6% | -0.6% | 1.045% | |
1/24/2025 | Avantra Family Wealth Inc. | 12,141 | $525K | 0.5% | N/A | 0.068% | |
1/24/2025 | Clear Creek Financial Management LLC | 16,374 | $709K | 0.1% | -6.2% | 0.092% | |
1/23/2025 | Strategic Blueprint LLC | 11,383 | $493K | 0.0% | +3.2% | 0.064% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 9,214 | $399K | 0.0% | N/A | 0.052% | |
1/17/2025 | Mutual Advisors LLC | 5,714 | $249K | 0.0% | -17.4% | 0.032% | |
1/17/2025 | Janney Montgomery Scott LLC | 24,200 | $1.05M | 0.0% | -23.3% | 0.136% | |
1/17/2025 | Global Trust Asset Management LLC | 1,459 | $63K | 0.0% | N/A | 0.008% | |
1/16/2025 | RiverTree Advisors LLC | 37,533 | $1.62M | 1.1% | -57.5% | 0.211% | |
1/14/2025 | Outlook Wealth Advisors LLC | 332,729 | $14.40M | 4.1% | -1.4% | 1.869% | |
What President Trump’s Executive Order 14154 means for your money (Ad) Nearly $3 trillion disappeared from the stock market on Thursday morning.
According to Whitney Tilson - a former hedge fund manager who predicted the dotcom crash, the housing crisis, and the 2022 tech stock bloodbath - a little-known executive order from the President's first day in office could spark a paradigm-shift that will likely catch millions of Americans off guard. But because of the massive changes impacting U.S. stocks, Tilson has agreed to publish his latest fi |
1/14/2025 | ERn Financial LLC | 6,637 | $287K | 0.0% | -13.8% | 0.037% | |
1/14/2025 | Park Avenue Securities LLC | 9,491 | $411K | 0.0% | -17.8% | 0.053% | |
1/14/2025 | Ignite Planners LLC | 11,782 | $512K | 0.1% | -89.1% | 0.066% | |
1/13/2025 | Fragasso Financial Advisors Inc | 11,628 | $503K | 0.0% | -25.5% | 0.065% | |
1/13/2025 | Brookstone Capital Management | 14,025 | $607K | 0.0% | +45.6% | 0.079% | |
1/10/2025 | HBW Advisory Services LLC | 5,210 | $225K | 0.0% | -27.9% | 0.029% | |
1/8/2025 | Legacy Private Trust Co. | 13,580 | $588K | 0.0% | -2.9% | 0.076% | |
12/26/2024 | JPMorgan Chase & Co. | 1,320 | $56K | 0.0% | N/A | 0.007% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 10,349 | $436K | 0.0% | -9.5% | 0.058% | |
11/25/2024 | Sanctuary Advisors LLC | 9,323 | $403K | 0.0% | N/A | 0.052% | |