5/1/2025 | Key Financial Inc | 46,248 | $857K | 0.2% | +3.4% | 0.044% | |
5/1/2025 | Asset Dedication LLC | 495,581 | $9.18M | 0.7% | +1.8% | 0.475% | |
5/1/2025 | CWM LLC | 570,258 | $10.57M | 0.0% | +1.2% | 0.546% | |
5/1/2025 | Stephens Inc. AR | 142,040 | $2.63M | 0.0% | +6.3% | 0.136% | |
5/1/2025 | Kathmere Capital Management LLC | 362,713 | $6.72M | 0.6% | +39.9% | 0.347% | |
4/30/2025 | Allworth Financial LP | 33,332 | $616K | 0.0% | +1.9% | 0.032% | |
4/30/2025 | Parr Mcknight Wealth Management Group LLC | 185,121 | $3.43M | 0.5% | N/A | 0.177% | |
4/30/2025 | True Vision MN LLC | 109,741 | $2.03M | 1.2% | -2.2% | 0.105% | |
4/30/2025 | Silverlake Wealth Management LLC | 60,813 | $1.13M | 0.4% | +28.7% | 0.058% | |
4/30/2025 | AlphaStar Capital Management LLC | 106,988 | $1.98M | 0.2% | +7.1% | 0.102% | |
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4/30/2025 | Stratos Wealth Partners LTD. | 23,593 | $437K | 0.0% | -8.5% | 0.023% | |
4/30/2025 | Brown Financial Advisory | 16,196 | $300K | 0.2% | N/A | 0.016% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,712,447 | $31.73M | 0.0% | +7.4% | 1.640% | |
4/29/2025 | Novare Capital Management LLC | 173,609 | $3.22M | 0.3% | +6.0% | 0.166% | |
4/29/2025 | Wayfinding Financial LLC | 3,229 | $59K | 0.0% | N/A | 0.003% | |
4/29/2025 | Brookstone Capital Management | 1,305,358 | $24.19M | 0.3% | -2.9% | 1.250% | |
4/28/2025 | Straight Path Wealth Management | 133,030 | $2.47M | 1.0% | +12.2% | 0.127% | |
4/28/2025 | Clark Asset Management LLC | 572,271 | $10.60M | 1.8% | +16.4% | 0.548% | |
4/28/2025 | First Horizon Advisors Inc. | 23,773 | $441K | 0.0% | -7.3% | 0.023% | |
4/28/2025 | Strategic Financial Concepts LLC | 78,620 | $1.46M | 0.3% | +27.4% | 0.075% | |
4/28/2025 | Private Trust Co. NA | 4,127 | $76K | 0.0% | N/A | 0.004% | |
4/28/2025 | Vishria Bird Financial Group LLC | 451,437 | $8.37M | 2.8% | -1.6% | 0.432% | |
4/28/2025 | ArborFi Advisors LLC | 73,062 | $1.35M | 1.3% | +2.6% | 0.070% | |
4/28/2025 | Ledgewood Wealth Advisors LLC | 211,502 | $3.92M | 2.5% | +4.7% | 0.203% | |
4/28/2025 | Rovin Capital UT ADV | 138,015 | $2.56M | 0.8% | -10.4% | 0.132% | |
4/25/2025 | Unified Investment Management | 59,470 | $1.10M | 1.3% | +1.7% | 0.057% | |
4/25/2025 | Hills Bank & Trust Co | 2,085,408 | $38.64M | 2.7% | +3.6% | 1.998% | |
4/24/2025 | Kessler Investment Group LLC | 23,877 | $442K | 0.2% | +72.1% | 0.023% | |
4/24/2025 | Legacy CG LLC | 139,294 | $2.58M | 0.8% | -1.7% | 0.133% | |
4/24/2025 | 4Thought Financial Group Inc. | 38,233 | $708K | 0.4% | -3.5% | 0.037% | |
4/23/2025 | Western Financial Corp CA | 52,373 | $970K | 0.6% | -5.3% | 0.050% | |
4/23/2025 | G2 Capital Management LLC OH | 82,516 | $1.53M | 0.5% | +1.1% | 0.079% | |
4/23/2025 | Kirr Marbach & Co. LLC IN | 338,786 | $6.28M | 1.5% | +9.8% | 0.325% | |
4/23/2025 | Vantage Point Financial LLC | 40,614 | $753K | 0.4% | +191.4% | 0.039% | |
4/22/2025 | Sawgrass Asset Management LLC | 84,580 | $1.57M | 0.2% | -14.5% | 0.081% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 102,240 | $1.90M | 0.0% | +33.5% | 0.098% | |
4/22/2025 | Marietta Wealth Management LLC | 334,855 | $6.21M | 0.9% | +2.8% | 0.322% | |
4/22/2025 | World Equity Group Inc. | 13,878 | $259K | 0.1% | -34.3% | 0.013% | |
4/21/2025 | Avior Wealth Management LLC | 2,598,243 | $48.15M | 1.8% | +17.7% | 2.500% | |
4/21/2025 | Matthew Goff Investment Advisor LLC | 113,050 | $2.10M | 0.4% | -1.2% | 0.109% | |
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 |
4/17/2025 | AA Financial Advisors LLC | 426,706 | $7.91M | 1.9% | +23.5% | 0.410% | |
4/17/2025 | Janney Montgomery Scott LLC | 988,893 | $18.32M | 0.1% | -14.6% | 0.951% | |
4/17/2025 | Hengehold Capital Management LLC | 11,720 | $217K | 0.0% | N/A | 0.011% | |
4/17/2025 | American Institute for Advanced Investment Management LLP | 20,845 | $386K | 0.3% | +95.7% | 0.020% | |
4/16/2025 | Dover Advisors LLC | 13,154 | $244K | 0.1% | +4.8% | 0.013% | |
4/16/2025 | Everpar Advisors LLC | 17,422 | $323K | 0.2% | +21.6% | 0.017% | |
4/16/2025 | CRA Financial Services LLC | 59,883 | $1.11M | 0.2% | +13.5% | 0.058% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 170,385 | $3.16M | 0.0% | +15.4% | 0.164% | |
4/15/2025 | Net Worth Advisory Group | 11,239 | $208K | 0.1% | N/A | 0.011% | |
4/15/2025 | Laurel Wealth Advisors LLC | 42,275 | $783K | 0.1% | +230.0% | 0.041% | |
4/15/2025 | Redhawk Wealth Advisors Inc. | 22,317 | $414K | 0.1% | N/A | 0.022% | |
4/15/2025 | Central Valley Advisors LLC | 476,396 | $8.83M | 3.3% | +2,088.0% | 0.459% | |
4/15/2025 | Fourpath Capital Management LLC | 20,989 | $389K | 0.1% | N/A | 0.020% | |
4/14/2025 | BCS Wealth Management | 240,514 | $4.46M | 1.1% | +2.1% | 0.232% | |
4/11/2025 | Independence Bank of Kentucky | 56,311 | $1.04M | 0.2% | +3.8% | 0.054% | |
4/11/2025 | Butensky & Cohen Financial Security Inc. | 67,459 | $1.25M | 0.4% | +5.8% | 0.065% | |
4/11/2025 | Evexia Wealth LLC | 128,152 | $2.37M | 0.9% | +2.2% | 0.123% | |
4/10/2025 | Cypress Wealth Services LLC | 47,548 | $881K | 0.2% | N/A | 0.046% | |
4/10/2025 | Secure Asset Management LLC | 61,195 | $1.13M | 0.2% | -60.6% | 0.059% | |
4/10/2025 | SMI Advisory Services LLC | 5,649 | $104K | 0.0% | N/A | 0.005% | |
4/10/2025 | Apella Capital LLC | 46,714 | $863K | 0.0% | +1.6% | 0.045% | |
4/10/2025 | Horizons Wealth Management | 211,683 | $3.92M | 2.9% | +6.8% | 0.204% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 13,022 | $241K | 0.0% | N/A | 0.013% | |
4/9/2025 | Harbor Investment Advisory LLC | 1,825 | $34K | 0.0% | N/A | 0.002% | |
4/8/2025 | S.E.E.D. Planning Group LLC | 177,346 | $3.29M | 1.1% | +29.8% | 0.171% | |
4/8/2025 | Red Spruce Capital LLC | 192,253 | $3.56M | 1.7% | -0.6% | 0.185% | |
4/7/2025 | GAMMA Investing LLC | 10,117 | $1.87M | 0.0% | +1,752.9% | 0.010% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 147,662 | $2.71M | 0.0% | +12.9% | 0.155% | |
2/25/2025 | Shufro Rose & Co. LLC | 569,423 | $10.44M | 0.8% | +272.7% | 0.599% | |
2/24/2025 | Wilkins Miller Wealth Management LLC | 251,999 | $4.62M | 4.8% | N/A | 0.265% | |
2/17/2025 | Vista Investment Management | 20,246 | $371K | 0.1% | +26.0% | 0.021% | |
2/17/2025 | Waverly Advisors LLC | 20,288 | $372K | 0.0% | +4.6% | 0.021% | |
2/17/2025 | Royal Bank of Canada | 1,470,101 | $26.96M | 0.0% | +74.0% | 1.546% | |
2/17/2025 | Redwood Financial Network Corp | 30,337 | $556K | 0.4% | +8.4% | 0.032% | |
2/17/2025 | Guardian Wealth Advisors LLC NC | 148,182 | $2.72M | 0.2% | +9,231.4% | 0.156% | |
2/17/2025 | Focus Partners Wealth | 436,880 | $8.01M | 0.0% | +20.8% | 0.459% | |
2/17/2025 | Ellevest Inc. | 113,690 | $2.09M | 0.1% | +50.0% | 0.120% | |
2/17/2025 | EP Wealth Advisors LLC | 45,007 | $825K | 0.0% | N/A | 0.047% | |
2/17/2025 | Colonial Trust Co SC | 118,448 | $2.17M | 0.3% | +15.1% | 0.125% | |
2/17/2025 | Cetera Investment Advisers | 293,982 | $5.39M | 0.0% | +357.3% | 0.309% | |
2/17/2025 | Captrust Financial Advisors | 83,994 | $1.54M | 0.0% | +31.3% | 0.088% | |
2/17/2025 | Baird Financial Group Inc. | 542,801 | $9.96M | 0.0% | +808.1% | 0.571% | |
2/17/2025 | Bank of America Corp DE | 1,731,428 | $31.75M | 0.0% | +28.1% | 1.821% | |
2/17/2025 | Ameriprise Financial Inc. | 220,799 | $4.05M | 0.0% | +20.5% | 0.232% | |
2/17/2025 | Ancora Advisors LLC | 10,914 | $200K | 0.0% | +388.5% | 0.011% | |
2/17/2025 | Aptus Capital Advisors LLC | 2,715,053 | $49.79M | 0.5% | +25.5% | 2.855% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 18,110 | $332K | 0.0% | N/A | 0.019% | |
2/14/2025 | ArborFi Advisors LLC | 71,238 | $1.31M | 1.3% | N/A | 0.075% | |
2/14/2025 | Headland Capital LLC | 817,894 | $15M | 5.1% | N/A | 0.860% | |
2/14/2025 | Comerica Bank | 46,885 | $860K | 0.0% | +245.8% | 0.049% | |
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 |
2/14/2025 | Lido Advisors LLC | 3,704,806 | $67.95M | 0.3% | +382.7% | 3.896% | |
2/14/2025 | Capital Analysts LLC | 41,083 | $753K | 0.0% | +32.2% | 0.043% | |
2/14/2025 | Topsail Wealth Management LLC | 1,500 | $28K | 0.0% | N/A | 0.002% | |
2/14/2025 | Integrated Wealth Concepts LLC | 45,583 | $836K | 0.0% | +31.4% | 0.048% | |
2/14/2025 | MGO One Seven LLC | 96,227 | $1.77M | 0.1% | +606.4% | 0.101% | |
2/14/2025 | Stifel Financial Corp | 1,065,827 | $19.55M | 0.0% | +5.5% | 1.121% | |
2/14/2025 | MML Investors Services LLC | 486,229 | $8.92M | 0.0% | +273.7% | 0.511% | |
2/14/2025 | Freedom Investment Management Inc. | 39,708 | $728K | 0.1% | +214.3% | 0.042% | |
2/13/2025 | NewEdge Advisors LLC | 139,569 | $2.56M | 0.0% | +2,355.5% | 0.147% | |
2/13/2025 | United Capital Financial Advisors LLC | 12,175 | $223K | 0.0% | N/A | 0.013% | |