5/1/2025 | CWM LLC | 10,176 | $640K | 0.0% | N/A | 0.077% | |
4/30/2025 | Cerity Partners LLC | 55,915 | $3.52M | 0.0% | +12.8% | 0.420% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 1,487 | $94K | 0.0% | N/A | 0.011% | |
4/30/2025 | Allworth Financial LP | 13,960 | $870K | 0.0% | -1.7% | 0.105% | |
4/29/2025 | Envestnet Asset Management Inc. | 242,863 | $15.28M | 0.0% | +1.3% | 1.826% | |
4/29/2025 | Novare Capital Management LLC | 11,405 | $718K | 0.1% | +5.1% | 0.086% | |
4/28/2025 | Meritage Portfolio Management | 4,558 | $287K | 0.0% | N/A | 0.034% | |
4/28/2025 | Equita Financial Network Inc. | 6,389 | $402K | 0.1% | +48.4% | 0.048% | |
4/28/2025 | BetterWealth LLC | 22,768 | $1.43M | 0.4% | -29.7% | 0.171% | |
4/24/2025 | Financial Futures Ltd Liability Co. | 6,910 | $435K | 0.2% | +8.5% | 0.052% | |
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4/24/2025 | Bartlett & CO. Wealth Management LLC | 10,042 | $632K | 0.0% | +8.0% | 0.076% | |
4/22/2025 | Synergy Asset Management LLC | 3,944 | $248K | 0.0% | N/A | 0.030% | |
4/21/2025 | River Street Advisors LLC | 3,196 | $201K | 0.1% | -20.0% | 0.024% | |
4/17/2025 | Stephens Consulting LLC | 21,812 | $1.37M | 0.3% | +66.3% | 0.164% | |
4/17/2025 | Hanson & Doremus Investment Management | 157,799 | $9.93M | 1.5% | +3.3% | 1.186% | |
4/17/2025 | Stewardship Advisors LLC | 95,866 | $6.03M | 1.6% | +623.7% | 0.721% | |
4/16/2025 | Farrell Financial LLC | 11,340 | $714K | 0.5% | +17.0% | 0.085% | |
4/14/2025 | Charter Oak Capital Management LLC | 3,501 | $220K | 0.0% | N/A | 0.026% | |
4/10/2025 | Level Financial Advisors | 18,077 | $1.14M | 0.4% | +3.7% | 0.136% | |
4/9/2025 | ST Germain D J Co. Inc. | 46,977 | $2.96M | 0.1% | +9.2% | 0.353% | |
4/9/2025 | Shotwell Rutter Baer Inc | 7,814 | $491K | 0.4% | +8.0% | 0.059% | |
3/3/2025 | American Investment Services Inc. | 4,963 | $308K | 0.1% | +39.7% | 0.038% | |
2/27/2025 | XY Planning Network Inc. | 3,784 | $235K | 0.2% | N/A | 0.029% | |
2/17/2025 | Fairview Capital Investment Management LLC | 23,700 | $1.47M | 0.1% | N/A | 0.276% | |
2/17/2025 | Cetera Investment Advisers | 5,455 | $338K | 0.0% | +36.5% | 0.063% | |
2/14/2025 | Jane Street Group LLC | 70,112 | $4.35M | 0.0% | -3.8% | 0.815% | |
2/14/2025 | Betterment LLC | 3,333 | $207K | 0.0% | N/A | 0.039% | |
2/14/2025 | Keyvantage Wealth LLC | 3,907 | $242K | 0.2% | N/A | 0.045% | |
2/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 315,502 | $19.69M | 0.2% | -5.0% | 3.669% | |
2/13/2025 | NewEdge Advisors LLC | 80,888 | $5.01M | 0.0% | +12.8% | 0.941% | |
2/13/2025 | Mariner LLC | 101,400 | $6.29M | 0.0% | +37.1% | 1.179% | |
2/13/2025 | SageView Advisory Group LLC | 196,341 | $12.17M | 0.5% | +1.5% | 2.283% | |
2/13/2025 | Summit Investment Advisors Inc. | 12,459 | $772K | 0.7% | +3.3% | 0.145% | |
2/13/2025 | Raymond James Financial Inc. | 6,572 | $407K | 0.0% | N/A | 0.076% | |
2/13/2025 | Cerity Partners LLC | 49,560 | $3.17M | 0.0% | -22.9% | 0.576% | |
2/13/2025 | Envestnet Asset Management Inc. | 239,665 | $14.86M | 0.0% | +7.7% | 2.787% | |
2/12/2025 | Milestone Investment Advisors LLC | 2,381 | $148K | 0.0% | +116.1% | 0.028% | |
2/12/2025 | OLD Mission Capital LLC | 14,624 | $907K | 0.0% | N/A | 0.170% | |
2/12/2025 | RWA Wealth Partners LLC | 105,174 | $6.52M | 0.1% | +2.7% | 1.223% | |
2/12/2025 | JPMorgan Chase & Co. | 5,959 | $369K | 0.0% | -31.7% | 0.069% | |
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 |
2/11/2025 | Vanguard Group Inc. | 1,297,321 | $80.42M | 0.0% | +19.0% | 15.085% | |
2/11/2025 | LPL Financial LLC | 39,929 | $2.48M | 0.0% | +17.6% | 0.464% | |
2/11/2025 | Whittier Trust Co. | 16,129 | $1M | 0.0% | -13.0% | 0.188% | |
2/10/2025 | Clarity Wealth Development LLC | 8,991 | $561K | 0.6% | N/A | 0.105% | |
2/10/2025 | Curio Wealth LLC | 12,220 | $758K | 0.4% | N/A | 0.142% | |
2/10/2025 | Harbour Investments Inc. | 20,230 | $1.25M | 0.0% | +1.3% | 0.235% | |
2/10/2025 | Essential Planning LLC. | 411,749 | $26.02M | 0.2% | +6,357.8% | 4.788% | |
2/10/2025 | Parkworth Wealth Management Inc. | 3,173 | $197K | 0.2% | N/A | 0.037% | |
2/7/2025 | Wealthfront Advisers LLC | 28,700 | $1.78M | 0.0% | N/A | 0.334% | |
2/7/2025 | Fairway Wealth LLC | 2,914 | $181K | 0.1% | +193.5% | 0.034% | |
2/7/2025 | Larson Financial Group LLC | 505 | $31K | 0.0% | +395.1% | 0.006% | |
2/6/2025 | Raymond James Financial Inc. | 6,572 | $407K | 0.0% | N/A | 0.076% | |
2/6/2025 | Modera Wealth Management LLC | 138,303 | $8.57M | 0.1% | +0.7% | 1.608% | |
2/4/2025 | Summit Wealth Group LLC | 5,602 | $347K | 0.1% | N/A | 0.065% | |
2/3/2025 | First Horizon Advisors Inc. | 1,000 | $62K | 0.0% | -63.1% | 0.012% | |
2/3/2025 | Grove Street Fiduciary LLC | 4,058 | $252K | 0.1% | N/A | 0.047% | |
2/3/2025 | Private Advisor Group LLC | 5,996 | $372K | 0.0% | +5.2% | 0.070% | |
1/31/2025 | Joel Adams & Associates Inc. | 5,242 | $325K | 0.3% | N/A | 0.061% | |
1/31/2025 | Truist Financial Corp | 255,440 | $15.84M | 0.0% | +8.1% | 2.970% | |
1/31/2025 | Human Investing LLC | 53,930 | $3.34M | 0.6% | +2.1% | 0.627% | |
1/30/2025 | Allworth Financial LP | 14,206 | $883K | 0.0% | +22.6% | 0.165% | |
1/30/2025 | DeDora Capital Inc. | 172,646 | $10.70M | 2.9% | +1.4% | 2.008% | |
1/30/2025 | Walkner Condon Financial Advisors LLC | 9,483 | $588K | 0.1% | +44.8% | 0.110% | |
1/27/2025 | Stephens Consulting LLC | 13,115 | $813K | 0.2% | +346.1% | 0.153% | |
1/24/2025 | Princeton Global Asset Management LLC | 1,409 | $87K | 0.0% | N/A | 0.016% | |
1/24/2025 | Valley National Advisers Inc. | 7,264 | $450K | 0.1% | +2.8% | 0.084% | |
1/24/2025 | River Street Advisors LLC | 3,996 | $248K | 0.1% | N/A | 0.046% | |
1/24/2025 | Financial Futures Ltd Liability Co. | 6,371 | $395K | 0.2% | N/A | 0.074% | |
1/23/2025 | Hanson & Doremus Investment Management | 152,714 | $9.47M | 1.5% | +13.3% | 1.776% | |
1/23/2025 | Verus Wealth Management LLC | 4,420 | $274K | 0.3% | N/A | 0.051% | |
1/23/2025 | BetterWealth LLC | 32,372 | $2.01M | 0.6% | +16.1% | 0.376% | |
1/22/2025 | Level Financial Advisors | 17,433 | $1.08M | 0.4% | +28.0% | 0.203% | |
1/21/2025 | Team Hewins LLC | 24,183 | $1.53M | 0.7% | N/A | 0.281% | |
1/21/2025 | Stewardship Advisors LLC | 13,246 | $821K | 0.2% | -77.5% | 0.154% | |
1/21/2025 | Carr Financial Group Corp | 7,061 | $438K | 0.1% | -38.2% | 0.082% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 9,297 | $576K | 0.0% | +60.7% | 0.108% | |
1/17/2025 | Farrell Financial LLC | 9,692 | $601K | 0.4% | +69.9% | 0.113% | |
1/16/2025 | UMB Bank n.a. | 5,602 | $347K | 0.0% | N/A | 0.065% | |
1/16/2025 | Scott Capital Advisors LLC | 14,630 | $896K | 0.3% | +1.2% | 0.170% | |
1/14/2025 | West Financial Advisors LLC | 13,396 | $830K | 0.2% | +4.0% | 0.156% | |
1/14/2025 | Shotwell Rutter Baer Inc | 7,235 | $444K | 0.4% | +4.7% | 0.084% | |
1/10/2025 | ST Germain D J Co. Inc. | 43,028 | $2.67M | 0.1% | +11.0% | 0.500% | |
12/26/2024 | JPMorgan Chase & Co. | 8,731 | $566K | 0.0% | +48.5% | 0.102% | |
11/15/2024 | Jane Street Group LLC | 72,866 | $4.73M | 0.0% | +216.5% | 0.847% | |
11/15/2024 | SageView Advisory Group LLC | 193,443 | $12.55M | 0.6% | +13.5% | 2.249% | |
11/15/2024 | HighTower Advisors LLC | 3,902 | $254K | 0.0% | N/A | 0.045% | |
11/13/2024 | FMR LLC | 1,642 | $107K | 0.0% | +266.5% | 0.019% | |
11/12/2024 | Cerity Partners LLC | 64,320 | $4.17M | 0.0% | +175.4% | 0.748% | |
11/8/2024 | Equita Financial Network Inc. | 4,148 | $269K | 0.1% | +25.7% | 0.048% | |
11/5/2024 | Harbour Investments Inc. | 19,969 | $1.30M | 0.0% | +119.9% | 0.232% | |
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 |
11/1/2024 | Carr Financial Group Corp | 11,421 | $741K | 0.2% | -29.8% | 0.133% | |
11/1/2024 | Fairway Wealth LLC | 993 | $64K | 0.0% | N/A | 0.012% | |
10/31/2024 | Keudell Morrison Wealth Management | 4,740 | $308K | 0.1% | -13.7% | 0.055% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 6,549 | $425K | 0.1% | N/A | 0.076% | |
10/30/2024 | White Lighthouse Investment Management Inc. | 3,182 | $206K | 0.0% | N/A | 0.037% | |
10/30/2024 | Milestone Investment Advisors LLC | 1,102 | $71K | 0.0% | +27.7% | 0.013% | |
10/28/2024 | Human Investing LLC | 52,841 | $3.43M | 0.6% | +2.1% | 0.614% | |
10/24/2024 | Valley National Advisers Inc. | 7,063 | $458K | 0.1% | -34.4% | 0.082% | |
10/24/2024 | Modera Wealth Management LLC | 137,280 | $8.91M | 0.1% | +45.7% | 1.596% | |
10/23/2024 | Northland Capital Management LLC | 35,714 | $2.32M | 1.3% | -1.9% | 0.415% | |