5/20/2025 | Focus Partners Wealth | 81,380 | $1.92M | 0.0% | +6.6% | 0.806% | |
5/19/2025 | Jane Street Group LLC | 82,625 | $1.95M | 0.0% | N/A | 0.818% | |
5/16/2025 | Jones Financial Companies Lllp | 135,724 | $3.15M | 0.0% | +1,169.4% | 1.344% | |
5/16/2025 | NewEdge Advisors LLC | 155,275 | $3.66M | 0.0% | +14.9% | 1.537% | |
5/16/2025 | Integrated Wealth Concepts LLC | 92,162 | $2.17M | 0.0% | +36.9% | 0.912% | |
5/15/2025 | Royal Bank of Canada | 49,722 | $1.17M | 0.0% | +6.8% | 0.492% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 46,598 | $1.10M | 0.8% | +19.5% | 0.461% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 29,737 | $700K | 0.0% | +32.8% | 0.294% | |
5/14/2025 | Kestra Advisory Services LLC | 42,043 | $990K | 0.0% | +5.2% | 0.416% | |
5/14/2025 | Capital Analysts LLC | 7,368 | $174K | 0.0% | N/A | 0.073% | |
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5/14/2025 | Voisard Asset Management Group Inc. | 13,130 | $309K | 0.1% | +47.5% | 0.130% | |
5/13/2025 | Aptus Capital Advisors LLC | 42,479 | $1M | 0.0% | +2.6% | 0.421% | |
5/13/2025 | Raymond James Financial Inc. | 158,101 | $3.72M | 0.0% | +0.6% | 1.565% | |
5/13/2025 | HighTower Advisors LLC | 64,229 | $1.51M | 0.0% | +6.4% | 0.636% | |
5/12/2025 | Meridian Wealth Management LLC | 33,632 | $792K | 0.0% | -5.5% | 0.333% | |
5/12/2025 | Paulson Wealth Management Inc. | 44,514 | $1.05M | 0.3% | +2.0% | 0.441% | |
5/12/2025 | Invesco Ltd. | 273,727 | $6.45M | 0.0% | +14.0% | 2.710% | |
5/12/2025 | Benjamin Edwards Inc. | 12,910 | $304K | 0.0% | -18.3% | 0.128% | |
5/9/2025 | Kickstand Ventures LLC. | 15,178 | $357K | 0.1% | +60.4% | 0.150% | |
5/9/2025 | PNC Financial Services Group Inc. | 11,609 | $273K | 0.0% | +51.6% | 0.115% | |
5/8/2025 | MONECO Advisors LLC | 78,862 | $1.86M | 0.2% | +40.0% | 0.781% | |
5/8/2025 | Harbour Investments Inc. | 17,818 | $420K | 0.0% | +4,092.5% | 0.176% | |
5/7/2025 | LPL Financial LLC | 338,907 | $7.98M | 0.0% | +13.6% | 3.356% | |
5/6/2025 | Cetera Investment Advisers | 13,220 | $311K | 0.0% | +42.1% | 0.131% | |
5/5/2025 | Atlantic Union Bankshares Corp | 279,069 | $6.57M | 0.4% | +11.4% | 2.763% | |
5/5/2025 | IFP Advisors Inc | 1,581 | $37K | 0.0% | -28.4% | 0.016% | |
5/5/2025 | Private Advisor Group LLC | 12,152 | $286K | 0.0% | +29.3% | 0.120% | |
5/2/2025 | Opulen Financial Group LLC | 8,512 | $200K | 0.2% | N/A | 0.084% | |
5/2/2025 | Larson Financial Group LLC | 5,349 | $126K | 0.0% | N/A | 0.053% | |
5/2/2025 | PAX Financial Group LLC | 54,406 | $1.28M | 0.2% | +13.0% | 0.539% | |
5/2/2025 | First Command Advisory Services Inc. | 34,009 | $801K | 0.0% | +5.2% | 0.337% | |
5/2/2025 | Signaturefd LLC | 42,664 | $1.01M | 0.0% | +535.4% | 0.422% | |
5/1/2025 | Key Financial Inc | 283,788 | $6.68M | 1.5% | +3.7% | 2.810% | |
5/1/2025 | Asset Dedication LLC | 105,006 | $2.47M | 0.2% | +22.0% | 1.040% | |
4/30/2025 | AlphaStar Capital Management LLC | 40,400 | $951K | 0.1% | -18.2% | 0.400% | |
4/29/2025 | Envestnet Asset Management Inc. | 143,860 | $3.39M | 0.0% | +20.4% | 1.424% | |
4/29/2025 | OneDigital Investment Advisors LLC | 23,206 | $547K | 0.0% | +22.3% | 0.230% | |
4/28/2025 | Astoria Portfolio Advisors LLC. | 56,993 | $1.32M | 0.4% | +15.9% | 0.564% | |
4/25/2025 | Hills Bank & Trust Co | 78,361 | $1.85M | 0.1% | +160.2% | 0.776% | |
4/21/2025 | Avior Wealth Management LLC | 157,492 | $3.71M | 0.1% | +22.8% | 1.559% | |
Trump’s treachery (Ad) I think Trump’s Treasury Secretary is destroying the stock market on purpose.
And no one on Wall Street seems to understand why.
Like an addict who needs desperate help, Trump’s Treasury pick, Scott Bessent, is putting America through a “detox period” — and I think it’s going to be absolutely brutal for our economy.
Why’s he doing this? You may have already noticed the effect on your portfolio as markets have begun to bleed. |
4/18/2025 | Cornerstone Wealth Management LLC | 54,798 | $1.29M | 0.1% | +9.0% | 0.543% | |
4/17/2025 | AA Financial Advisors LLC | 20,612 | $485K | 0.1% | +2.6% | 0.206% | |
4/17/2025 | Precedent Wealth Partners LLC | 115,196 | $2.71M | 0.8% | +58.9% | 1.152% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 15,372 | $362K | 0.0% | +10.7% | 0.154% | |
4/16/2025 | Sterling Financial Group Inc. | 18,578 | $438K | 0.2% | +15.5% | 0.186% | |
4/15/2025 | Focus Financial Network Inc. | 50,865 | $1.20M | 0.0% | +401.7% | 0.509% | |
4/15/2025 | Collier Financial | 11,244 | $265K | 0.2% | -19.2% | 0.112% | |
4/15/2025 | Central Valley Advisors LLC | 185,510 | $4.37M | 1.7% | N/A | 1.855% | |
4/14/2025 | Sentinel Pension Advisors LLC | 28,971 | $682K | 0.1% | +5.4% | 0.290% | |
4/1/2025 | Confluence Investment Management LLC | 273,987 | $6.45M | 0.1% | +13.9% | 2.978% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 13,883 | $328K | 0.0% | N/A | 0.151% | |
2/19/2025 | Toronto Dominion Bank | 39,517 | $933K | 0.0% | N/A | 0.430% | |
2/17/2025 | Toronto Dominion Bank | 39,517 | $933K | 0.0% | N/A | 0.430% | |
2/17/2025 | Focus Partners Wealth | 76,336 | $1.80M | 0.0% | +5.5% | 0.830% | |
2/17/2025 | EP Wealth Advisors LLC | 6,565 | $155K | 0.0% | N/A | 0.071% | |
2/17/2025 | Captrust Financial Advisors | 20,741 | $489K | 0.0% | +68.4% | 0.225% | |
2/17/2025 | Bank of America Corp DE | 204,215 | $4.82M | 0.0% | +4.8% | 2.220% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 11,506 | $272K | 0.0% | N/A | 0.125% | |
2/14/2025 | Lido Advisors LLC | 20,612 | $486K | 0.0% | +67.4% | 0.224% | |
2/14/2025 | Beacon Pointe Advisors LLC | 16,322 | $385K | 0.0% | +14.0% | 0.177% | |
2/14/2025 | Integrated Wealth Concepts LLC | 67,298 | $1.59M | 0.0% | +61.8% | 0.732% | |
2/14/2025 | Stifel Financial Corp | 48,935 | $1.16M | 0.0% | -8.9% | 0.532% | |
2/14/2025 | Freedom Investment Management Inc. | 12,705 | $300K | 0.0% | N/A | 0.138% | |
2/13/2025 | NewEdge Advisors LLC | 135,131 | $3.19M | 0.0% | +8.4% | 1.469% | |
2/13/2025 | Raymond James Financial Inc. | 157,112 | $3.71M | 0.0% | N/A | 1.708% | |
2/13/2025 | Advisory Services Network LLC | 10,049 | $237K | 0.0% | +14.7% | 0.109% | |
2/13/2025 | Invesco Ltd. | 240,179 | $5.67M | 0.0% | +26.2% | 2.611% | |
2/13/2025 | Envestnet Asset Management Inc. | 119,520 | $2.82M | 0.0% | +69.3% | 1.299% | |
2/13/2025 | Wells Fargo & Company MN | 327,631 | $7.73M | 0.0% | +16.1% | 3.561% | |
2/12/2025 | PAX Financial Group LLC | 48,143 | $1.14M | 0.2% | N/A | 0.523% | |
2/12/2025 | OneAscent Financial Services LLC | 9,608 | $227K | 0.0% | N/A | 0.104% | |
2/12/2025 | StoneX Group Inc. | 26,815 | $633K | 0.0% | N/A | 0.291% | |
2/11/2025 | LPL Financial LLC | 298,378 | $7.04M | 0.0% | +6.4% | 3.243% | |
2/10/2025 | Signaturefd LLC | 6,714 | $158K | 0.0% | N/A | 0.073% | |
2/10/2025 | Hills Bank & Trust Co | 30,121 | $711K | 0.1% | N/A | 0.327% | |
2/10/2025 | Commonwealth Equity Services LLC | 175,521 | $4.14M | 0.0% | -3.2% | 1.908% | |
2/7/2025 | HighTower Advisors LLC | 60,376 | $1.43M | 0.0% | +7.3% | 0.656% | |
2/7/2025 | Independent Advisor Alliance | 17,752 | $419K | 0.0% | N/A | 0.193% | |
2/7/2025 | Tassel Capital Management Inc. | 10,533 | $249K | 0.2% | N/A | 0.114% | |
2/7/2025 | Atlantic Union Bankshares Corp | 250,543 | $5.91M | 0.3% | +34.6% | 2.723% | |
2/7/2025 | PNC Financial Services Group Inc. | 7,659 | $181K | 0.0% | +38.3% | 0.083% | |
2/6/2025 | Raymond James Financial Inc. | 157,112 | $3.71M | 0.0% | N/A | 1.708% | |
2/6/2025 | Atria Investments Inc | 129,494 | $3.06M | 0.0% | +43.3% | 1.408% | |
2/6/2025 | Meridian Wealth Management LLC | 35,584 | $840K | 0.0% | +9.8% | 0.387% | |
2/6/2025 | Jones Financial Companies Lllp | 10,692 | $252K | 0.0% | +99.4% | 0.116% | |
2/5/2025 | Jacobi Capital Management LLC | 11,084 | $262K | 0.0% | +5.1% | 0.120% | |
2/5/2025 | First Command Advisory Services Inc. | 32,335 | $763K | 0.0% | +202.4% | 0.351% | |
2/4/2025 | MONECO Advisors LLC | 56,324 | $1.33M | 0.1% | +46.0% | 0.612% | |
2/3/2025 | Private Advisor Group LLC | 9,400 | $222K | 0.0% | -34.4% | 0.104% | |
1/31/2025 | Key Financial Inc | 273,666 | $6.46M | 1.5% | +0.2% | 3.041% | |
The Prophet's Newest Prediction (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.”
Tilson just released a new prediction that runs counter to what mainstream finance is telling you. Market chaos? Hear Tilson’s take now |
1/31/2025 | Sanctuary Advisors LLC | 184,052 | $4.35M | 0.0% | +6.4% | 2.045% | |
1/30/2025 | Principal Securities Inc. | 3,993 | $94K | 0.0% | N/A | 0.044% | |
1/30/2025 | Howard Wealth Management LLC | 12,615 | $298K | 0.2% | +18.2% | 0.140% | |
1/29/2025 | Collier Financial | 13,923 | $329K | 0.3% | N/A | 0.158% | |
1/29/2025 | Focus Financial Network Inc. | 10,138 | $239K | 0.0% | N/A | 0.115% | |
1/29/2025 | Wingate Wealth Advisors Inc. | 8,494 | $200K | 0.2% | N/A | 0.097% | |
1/29/2025 | Savant Capital LLC | 44,475 | $1.05M | 0.0% | -4.3% | 0.505% | |
1/28/2025 | AlphaStar Capital Management LLC | 49,410 | $1.17M | 0.1% | +11.9% | 0.561% | |
1/27/2025 | YANKCOM Partnership | 16,803 | $397K | 0.2% | N/A | 0.191% | |
1/27/2025 | Silverlake Wealth Management LLC | 11,768 | $278K | 0.1% | +7.7% | 0.134% | |