5/19/2025 | Jane Street Group LLC | 114,721 | $7.73M | 0.0% | +273.0% | 1.043% | |
5/16/2025 | NewEdge Advisors LLC | 32,154 | $2.17M | 0.0% | N/A | 0.292% | |
5/16/2025 | Integrated Wealth Concepts LLC | 27,429 | $1.85M | 0.0% | -7.8% | 0.249% | |
5/16/2025 | Copperleaf Capital LLC | 3,991 | $269K | 0.2% | -33.5% | 0.036% | |
5/15/2025 | One Wealth Capital Management LLC | 6,155 | $414K | 0.2% | -30.6% | 0.056% | |
5/15/2025 | Flputnam Investment Management Co. | 3,513 | $237K | 0.0% | -28.3% | 0.032% | |
5/15/2025 | Royal Bank of Canada | 44,487 | $3.00M | 0.0% | -15.3% | 0.404% | |
5/15/2025 | Connecticut Wealth Management LLC | 3,337 | $225K | 0.0% | N/A | 0.030% | |
5/14/2025 | CreativeOne Wealth LLC | 6,022 | $406K | 0.0% | +2.9% | 0.055% | |
5/14/2025 | Comerica Bank | 1,131 | $76K | 0.0% | -42.2% | 0.010% | |
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5/14/2025 | Freedom Investment Management Inc. | 11,636 | $784K | 0.1% | +13.6% | 0.106% | |
5/14/2025 | Ally Invest Advisors Inc. | 10,685 | $720K | 0.1% | +13.5% | 0.097% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 20,831 | $1.40M | 0.0% | +33.5% | 0.189% | |
5/14/2025 | CW Advisors LLC | 15,357 | $1.03M | 0.0% | +10.9% | 0.140% | |
5/14/2025 | Flow Traders U.S. LLC | 179,623 | $12.10M | 0.5% | N/A | 1.633% | |
5/14/2025 | Capital Analysts LLC | 2,543 | $171K | 0.0% | -30.8% | 0.023% | |
5/14/2025 | Humankind Investments LLC | 3,245 | $218K | 0.1% | N/A | 0.030% | |
5/14/2025 | RWA Wealth Partners LLC | 98,274 | $6.62M | 0.1% | -3.2% | 0.893% | |
5/13/2025 | Gen Wealth Partners Inc | 2,432 | $164K | 0.1% | -34.9% | 0.022% | |
5/13/2025 | HighTower Advisors LLC | 69,836 | $4.70M | 0.0% | +5.7% | 0.635% | |
5/12/2025 | Maia Wealth LLC | 5,940 | $393K | 0.1% | -28.4% | 0.054% | |
5/12/2025 | Balanced Rock Investment Advisors LLC | 65,256 | $4.39M | 3.5% | -9.5% | 0.593% | |
5/12/2025 | Townsquare Capital LLC | 8,381 | $564K | 0.0% | -38.5% | 0.076% | |
5/12/2025 | Savvy Advisors Inc. | 4,315 | $291K | 0.0% | -8.4% | 0.039% | |
5/9/2025 | Financial Connections Group Inc. | 76,266 | $5.14M | 2.3% | +15.9% | 0.693% | |
5/9/2025 | Atria Wealth Solutions Inc. | 27,708 | $1.87M | 0.0% | -48.5% | 0.252% | |
5/9/2025 | Wade Financial Advisory Inc | 20,865 | $1.41M | 0.5% | +2.2% | 0.190% | |
5/9/2025 | PNC Financial Services Group Inc. | 452 | $30K | 0.0% | -46.6% | 0.004% | |
5/8/2025 | Moors & Cabot Inc. | 11,542 | $777K | 0.0% | +4.3% | 0.105% | |
5/8/2025 | Harbour Investments Inc. | 2,700 | $182K | 0.0% | -8.0% | 0.025% | |
5/8/2025 | Hoxton Planning & Management LLC | 3,623 | $244K | 0.1% | N/A | 0.033% | |
5/8/2025 | NorthRock Partners LLC | 1,513 | $102K | 0.0% | -16.0% | 0.014% | |
5/7/2025 | Fiera Capital Corp | 39,605 | $2.67M | 0.0% | +29.4% | 0.360% | |
5/7/2025 | LPL Financial LLC | 308,646 | $20.78M | 0.0% | -27.4% | 2.806% | |
5/6/2025 | Assetmark Inc. | 35,559 | $2.40M | 0.0% | -34.3% | 0.323% | |
5/6/2025 | Cetera Investment Advisers | 107,098 | $7.21M | 0.0% | -24.2% | 0.974% | |
5/6/2025 | Avantax Advisory Services Inc. | 8,806 | $593K | 0.0% | -20.1% | 0.080% | |
5/6/2025 | Tempus Wealth Planning LLC | 3,683 | $248K | 0.1% | +11.6% | 0.033% | |
5/6/2025 | One Wealth Advisors LLC | 38,998 | $2.63M | 0.4% | -32.5% | 0.355% | |
5/6/2025 | Opes Wealth Management LLC | 21,245 | $1.43M | 0.3% | -3.8% | 0.193% | |
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad) Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.”
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5/6/2025 | AE Wealth Management LLC | 1,276 | $86K | 0.0% | -50.6% | 0.012% | |
5/6/2025 | IMA Advisory Services Inc. | 752,855 | $50.66M | 6.0% | -3.5% | 6.844% | |
5/6/2025 | Venturi Wealth Management LLC | 3,333 | $224K | 0.0% | -19.2% | 0.030% | |
5/6/2025 | Accredited Investors Inc. | 73,051 | $4.92M | 0.3% | +23.3% | 0.664% | |
5/5/2025 | West Wealth Group LLC | 3,122 | $210K | 0.1% | -45.2% | 0.028% | |
5/5/2025 | Wealth Alliance LLC | 9,582 | $645K | 0.1% | -36.9% | 0.087% | |
5/5/2025 | IFP Advisors Inc | 1,018 | $69K | 0.0% | N/A | 0.009% | |
5/5/2025 | Private Advisor Group LLC | 5,373 | $362K | 0.0% | +3.6% | 0.049% | |
5/5/2025 | EQ LLC | 5,816 | $392K | 0.2% | +13.7% | 0.053% | |
5/5/2025 | Diversify Advisory Services LLC | 5,487 | $382K | 0.0% | -32.8% | 0.050% | |
5/5/2025 | JMG Financial Group Ltd. | 9,348 | $629K | 0.0% | -22.4% | 0.085% | |
5/2/2025 | Theory Financial LLC | 3,554 | $239K | 0.1% | -35.8% | 0.032% | |
5/2/2025 | Wealthgarden F.S. LLC | 5,008 | $337K | 0.3% | -22.2% | 0.046% | |
5/2/2025 | Invera Wealth Advisors LLC | 69,029 | $4.65M | 5.5% | -1.5% | 0.628% | |
5/1/2025 | CWM LLC | 4,257 | $287K | 0.0% | -4.0% | 0.039% | |
4/30/2025 | Sharkey Howes & Javer | 17,929 | $1.21M | 0.2% | -41.5% | 0.163% | |
4/30/2025 | Allworth Financial LP | 189,731 | $13.05M | 0.1% | -3.4% | 1.725% | |
4/30/2025 | Stratos Wealth Partners LTD. | 10,269 | $692K | 0.0% | -17.5% | 0.093% | |
4/30/2025 | Horst & Graben Wealth Management LLC | 21,935 | $1.48M | 0.3% | -38.0% | 0.199% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,489,953 | $100.33M | 0.0% | -35.8% | 13.545% | |
4/29/2025 | Investor s Fiduciary Advisor Network LLC | 22,634 | $1.52M | 0.7% | +2.3% | 0.206% | |
4/29/2025 | Bank of New York Mellon Corp | 12,555 | $845K | 0.0% | -33.0% | 0.114% | |
4/29/2025 | World Investment Advisors | 7,707 | $519K | 0.0% | -25.3% | 0.070% | |
4/29/2025 | Strategic Blueprint LLC | 3,960 | $267K | 0.0% | -35.4% | 0.036% | |
4/29/2025 | OneDigital Investment Advisors LLC | 18,359 | $1.24M | 0.0% | -44.4% | 0.167% | |
4/29/2025 | Values Added Financial LLC | 61,864 | $4.17M | 2.3% | +10.7% | 0.562% | |
4/28/2025 | First Horizon Advisors Inc. | 2,685 | $181K | 0.0% | -40.5% | 0.024% | |
4/28/2025 | Equita Financial Network Inc. | 41,343 | $2.78M | 1.0% | +11.2% | 0.376% | |
4/28/2025 | Oregon Pacific Wealth Management LLC | 3,715 | $250K | 0.2% | -43.5% | 0.034% | |
4/28/2025 | Rossby Financial LCC | 894 | $62K | 0.0% | N/A | 0.008% | |
4/25/2025 | Albion Financial Group UT | 39,527 | $2.66M | 0.2% | +50.3% | 0.359% | |
4/24/2025 | Golden State Wealth Management LLC | 7,101 | $478K | 0.1% | +3.3% | 0.065% | |
4/24/2025 | Klaas Financial Asset Advisors LLC | 42,531 | $2.86M | 0.5% | +0.6% | 0.387% | |
4/24/2025 | Diversified Trust Co | 10,886 | $733K | 0.0% | +15.3% | 0.099% | |
4/23/2025 | Lifelong Wealth Advisors Inc. | 3,591 | $242K | 0.1% | -13.0% | 0.033% | |
4/23/2025 | Perigon Wealth Management LLC | 20,609 | $1.39M | 0.0% | -6.2% | 0.187% | |
4/23/2025 | Golden State Wealth Management LLC | 7,259 | $489K | 0.0% | +5.6% | 0.066% | |
4/23/2025 | First Pacific Financial | 28,011 | $1.89M | 0.4% | -6.2% | 0.255% | |
4/23/2025 | Sage Financial Management Group Inc. | 4,872 | $328K | 0.1% | N/A | 0.044% | |
4/23/2025 | Keystone Financial Services | 5,926 | $399K | 0.2% | -27.6% | 0.054% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 42,644 | $2.87M | 0.6% | +3.8% | 0.388% | |
4/23/2025 | Continuum Advisory LLC | 635 | $43K | 0.0% | -44.7% | 0.006% | |
4/22/2025 | JFS Wealth Advisors LLC | 1,262 | $85K | 0.0% | -41.5% | 0.011% | |
4/22/2025 | MBE Wealth Management LLC | 5,005 | $337K | 0.2% | N/A | 0.046% | |
4/22/2025 | VERITY Wealth Advisors | 13,266 | $893K | 0.7% | +3.3% | 0.121% | |
4/22/2025 | Spectrum Planning & Advisory Services Inc. | 4,075 | $274K | 0.2% | +9.2% | 0.037% | |
4/22/2025 | XY Planning Network Inc. | 22,041 | $1.48M | 1.0% | -3.9% | 0.200% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 337,425 | $22.72M | 0.1% | -51.2% | 3.068% | |
4/21/2025 | Warner Financial Inc. | 10,590 | $713K | 0.3% | +6.7% | 0.096% | |
4/21/2025 | Sofi Wealth LLC | 9,715 | $654K | 0.0% | +592.4% | 0.088% | |
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 |
4/18/2025 | Halbert Hargrove Global Advisors LLC | 17,473 | $1.18M | 0.1% | N/A | 0.159% | |
4/17/2025 | Sagespring Wealth Partners LLC | 6,646 | $448K | 0.0% | -38.0% | 0.060% | |
4/17/2025 | Janney Montgomery Scott LLC | 28,355 | $1.91M | 0.0% | -32.2% | 0.258% | |
4/17/2025 | Stewardship Advisors LLC | 6,540 | $440K | 0.1% | +15.3% | 0.059% | |
4/17/2025 | Optas LLC | 8,016 | $540K | 0.1% | +2.6% | 0.073% | |
4/17/2025 | Dohj LLC | 30,410 | $2.05M | 0.5% | +10.0% | 0.276% | |
4/16/2025 | Mogy Joel R Investment Counsel Inc. | 1,265 | $85K | 0.0% | +13.5% | 0.012% | |
4/15/2025 | GPS Wealth Strategies Group LLC | 2,104 | $142K | 0.0% | +8.2% | 0.019% | |
4/15/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 10,652 | $705K | 0.2% | -1.4% | 0.097% | |
4/14/2025 | Regatta Capital Group LLC | 27,417 | $1.85M | 0.4% | -34.2% | 0.249% | |