4/30/2025 | Cerity Partners LLC | 75,508 | $586K | 0.0% | -3.2% | 0.002% | |
4/30/2025 | CFO4Life Group LLC | 10,432 | $81K | 0.0% | -33.6% | 0.000% | |
4/29/2025 | Callan Capital LLC | 71,962 | $558K | 0.0% | +27.0% | 0.002% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,019,814 | $7.91M | 0.0% | -13.4% | 0.031% | |
4/29/2025 | Checchi Capital Advisers LLC | 17,328 | $134K | 0.0% | +15.4% | 0.001% | |
4/28/2025 | D.A. Davidson & CO. | 33,000 | $256K | 0.0% | -5.4% | 0.001% | |
4/28/2025 | Drum Hill Capital LLC | 725,408 | $5.63M | 6.5% | +1.3% | 0.022% | |
4/28/2025 | Aaron Wealth Advisors LLC | 30,122 | $234K | 0.0% | +6.3% | 0.001% | |
4/25/2025 | Shilanski & Associates Inc. | 28,926 | $224K | 0.1% | -6.9% | 0.001% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 25,231 | $196K | 0.0% | +7.3% | 0.001% | |
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4/23/2025 | Sequoia Financial Advisors LLC | 27,689 | $215K | 0.0% | -63.5% | 0.001% | |
4/23/2025 | Pinnacle Bancorp Inc. | 4,021 | $31K | 0.0% | N/A | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 238,674 | $1.85M | 0.0% | -32.2% | 0.007% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 21,035 | $163K | 0.0% | -8.3% | 0.001% | |
4/21/2025 | Blue Trust Inc. | 22,181 | $172K | 0.0% | +27.5% | 0.001% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 21,986 | $171K | 0.0% | -62.8% | 0.001% | |
4/21/2025 | CWA Asset Management Group LLC | 373,710 | $2.90M | 0.1% | +31.1% | 0.011% | |
4/17/2025 | QRG Capital Management Inc. | 494,117 | $3.83M | 0.0% | -4.0% | 0.015% | |
4/17/2025 | D Orazio & Associates Inc. | 21,807 | $169K | 0.0% | -6.1% | 0.001% | |
4/17/2025 | Ritholtz Wealth Management | 322,696 | $2.50M | 0.1% | -11.1% | 0.010% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 11,096 | $86K | 0.0% | -14.7% | 0.000% | |
4/16/2025 | Azzad Asset Management Inc. ADV | 349,298 | $2.71M | 0.3% | N/A | 0.010% | |
4/16/2025 | Elevation Point Wealth Partners LLC | 59,382 | $461K | 0.0% | +12.0% | 0.002% | |
4/16/2025 | NorthCrest Asset Manangement LLC | 81,999 | $636K | 0.0% | -4.0% | 0.002% | |
4/15/2025 | SG Americas Securities LLC | 158,085 | $1.23M | 0.0% | +0.9% | 0.005% | |
4/14/2025 | International Private Wealth Advisors LLC | 10,340 | $80K | 0.1% | -22.6% | 0.000% | |
4/14/2025 | Baldwin Wealth Partners LLC MA | 29,196 | $227K | 0.0% | -43.8% | 0.001% | |
4/11/2025 | Gateway Investment Advisers LLC | 590,725 | $4.58M | 0.1% | -30.6% | 0.018% | |
4/11/2025 | First Affirmative Financial Network | 38,453 | $298K | 0.2% | -4.3% | 0.001% | |
4/11/2025 | Vest Financial LLC | 19,021 | $148K | 0.0% | +41.3% | 0.001% | |
4/10/2025 | Contravisory Investment Management Inc. | 27,154 | $211K | 0.0% | N/A | 0.001% | |
4/9/2025 | RFG Advisory LLC | 16,982 | $132K | 0.0% | -10.0% | 0.001% | |
4/9/2025 | Fulton Bank N.A. | 15,045 | $117K | 0.0% | +18.9% | 0.000% | |
4/9/2025 | Merit Financial Group LLC | 16,079 | $125K | 0.0% | +21.0% | 0.000% | |
4/9/2025 | Wallace Advisory Group LLC | 11,203 | $90K | 0.1% | N/A | 0.000% | |
4/9/2025 | Legacy Wealth Asset Management LLC | 102,714 | $797K | 0.2% | -4.5% | 0.003% | |
4/7/2025 | GAMMA Investing LLC | 107,848 | $837K | 0.0% | +665.9% | 0.003% | |
4/3/2025 | Versant Capital Management Inc | 35,606 | $276K | 0.0% | +2,188.3% | 0.001% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 13,014 | $105K | 0.0% | N/A | 0.000% | |
3/17/2025 | NorthCrest Asset Manangement LLC | 85,449 | $689K | 0.0% | -11.0% | 0.003% | |
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 |
2/27/2025 | Brucke Financial Inc. | 28,287 | $212K | 0.2% | N/A | 0.001% | |
2/20/2025 | Mackenzie Financial Corp | 19,585 | $158K | 0.0% | N/A | 0.001% | |
2/20/2025 | Forum Financial Management LP | 274,585 | $2.21M | 0.0% | +264.1% | 0.008% | |
2/20/2025 | Michels Family Financial LLC | 82,217 | $663K | 0.6% | N/A | 0.002% | |
2/18/2025 | Vise Technologies Inc. | 60,120 | $485K | 0.0% | +70.6% | 0.002% | |
2/17/2025 | Vident Advisory LLC | 116,452 | $939K | 0.0% | -3.7% | 0.003% | |
2/17/2025 | Two Sigma Advisers LP | 2,463,200 | $19.85M | 0.0% | +21.2% | 0.074% | |
2/17/2025 | Tidal Investments LLC | 32,681 | $263K | 0.0% | +8.2% | 0.001% | |
2/17/2025 | Quantinno Capital Management LP | 592,128 | $4.77M | 0.0% | +2.3% | 0.018% | |
2/17/2025 | Minot DeBlois Advisors LLC | 4,350 | $35K | 0.0% | N/A | 0.000% | |
2/17/2025 | Millennium Management LLC | 6,744,940 | $54.36M | 0.0% | +234.6% | 0.202% | |
2/17/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,261,037 | $10.16M | 0.0% | +11.6% | 0.038% | |
2/17/2025 | Graham Capital Management L.P. | 171,916 | $1.39M | 0.0% | +633.3% | 0.005% | |
2/17/2025 | Ethic Inc. | 273,414 | $2.20M | 0.0% | +64.3% | 0.008% | |
2/17/2025 | DigitalBridge Group Inc. | 6,382,140 | $51.44M | 3.7% | +28.8% | 0.192% | |
2/17/2025 | Cresset Asset Management LLC | 36,525 | $294K | 0.0% | -65.2% | 0.001% | |
2/17/2025 | Cetera Investment Advisers | 93,134 | $751K | 0.0% | +157.8% | 0.003% | |
2/17/2025 | Captrust Financial Advisors | 10,926 | $88K | 0.0% | -56.1% | 0.000% | |
2/17/2025 | Balyasny Asset Management L.P. | 33,809 | $273K | 0.0% | N/A | 0.001% | |
2/17/2025 | Bayesian Capital Management LP | 105,400 | $850K | 0.1% | N/A | 0.003% | |
2/17/2025 | Beverly Hills Private Wealth LLC | 22,563 | $182K | 0.0% | N/A | 0.001% | |
2/17/2025 | Bank of America Corp DE | 3,472,462 | $27.99M | 0.0% | -4.5% | 0.104% | |
2/17/2025 | BNP Paribas Financial Markets | 1,328,099 | $10.70M | 0.0% | +176.7% | 0.040% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 272,596 | $2.20M | 0.0% | -3.3% | 0.008% | |
2/14/2025 | Jane Street Group LLC | 1,121,197 | $9.04M | 0.0% | +60.9% | 0.034% | |
2/14/2025 | Northern Trust Corp | 1,771,321 | $14.28M | 0.0% | +41.4% | 0.053% | |
2/14/2025 | Boothbay Fund Management LLC | 2,257,459 | $18.20M | 0.5% | +20.5% | 0.068% | |
2/14/2025 | Two Sigma Securities LLC | 108,596 | $875K | 0.1% | +66.9% | 0.003% | |
2/14/2025 | Syon Capital LLC | 91,418 | $737K | 0.1% | -52.2% | 0.003% | |
2/14/2025 | MGO One Seven LLC | 13,236 | $107K | 0.0% | N/A | 0.000% | |
2/14/2025 | Stifel Financial Corp | 299,475 | $2.41M | 0.0% | -9.4% | 0.009% | |
2/14/2025 | TD Waterhouse Canada Inc. | 10,953 | $88K | 0.0% | -50.0% | 0.000% | |
2/14/2025 | Tower Research Capital LLC TRC | 49,423 | $398K | 0.0% | +290.5% | 0.001% | |
2/14/2025 | Dimensional Fund Advisors LP | 776,046 | $6.26M | 0.0% | +24.0% | 0.023% | |
2/14/2025 | First Trust Advisors LP | 834,087 | $6.72M | 0.0% | +5.3% | 0.025% | |
2/14/2025 | Freedom Investment Management Inc. | 14,908 | $120K | 0.0% | -20.8% | 0.000% | |
2/14/2025 | Forum Financial Management LP | 274,585 | $2.21M | 0.0% | +264.1% | 0.008% | |
2/14/2025 | GeoWealth Management LLC | 4,422 | $36K | 0.0% | N/A | 0.000% | |
2/13/2025 | Jump Financial LLC | 36,455 | $294K | 0.0% | -97.4% | 0.001% | |
2/13/2025 | Guggenheim Capital LLC | 113,012 | $911K | 0.0% | +118.1% | 0.003% | |
2/13/2025 | XTX Topco Ltd | 149,084 | $1.20M | 0.1% | -59.6% | 0.004% | |
2/13/2025 | Mariner LLC | 102,599 | $827K | 0.0% | +6.4% | 0.003% | |
2/13/2025 | Townsquare Capital LLC | 90,296 | $728K | 0.0% | +448.5% | 0.003% | |
2/13/2025 | Capital Fund Management S.A. | 382,341 | $3.08M | 0.0% | N/A | 0.011% | |
2/13/2025 | Scotia Capital Inc. | 21,805 | $176K | 0.0% | N/A | 0.001% | |
2/13/2025 | Raymond James Financial Inc. | 106,713 | $860K | 0.0% | N/A | 0.003% | |
2/13/2025 | Renaissance Technologies LLC | 13,607,012 | $109.67M | 0.2% | +401.1% | 0.408% | |
2/13/2025 | FIL Ltd | 1,000,000 | $8.06M | 0.0% | -53.5% | 0.030% | |
2/13/2025 | Invesco Ltd. | 69,549 | $561K | 0.0% | -9.5% | 0.002% | |
2/13/2025 | Cerity Partners LLC | 78,033 | $612K | 0.0% | -14.2% | 0.002% | |
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad) I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history.
And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI. All the details are waiting for you now — but you need to act before the May 1st funding window clos |
2/13/2025 | Waterloo Capital L.P. | 16,797 | $135K | 0.0% | -35.5% | 0.001% | |
2/13/2025 | Envestnet Asset Management Inc. | 1,177,361 | $9.49M | 0.0% | +196.0% | 0.035% | |
2/13/2025 | Wells Fargo & Company MN | 190,055 | $1.53M | 0.0% | +105.2% | 0.006% | |
2/12/2025 | Atlas Capital Advisors Inc. | 26,246 | $212K | 0.0% | +16.9% | 0.001% | |
2/12/2025 | Trexquant Investment LP | 1,085,132 | $8.75M | 0.1% | N/A | 0.033% | |
2/12/2025 | Diametric Capital LP | 10,513 | $85K | 0.1% | N/A | 0.000% | |
2/12/2025 | National Bank of Canada FI | 2,908,168 | $23.44M | 0.0% | N/A | 0.087% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 886,300 | $7.14M | 0.1% | +135.7% | 0.027% | |
2/12/2025 | Summit Securities Group LLC | 68,929 | $556K | 0.1% | N/A | 0.002% | |
2/12/2025 | Arrowstreet Capital Limited Partnership | 32,555,484 | $262.40M | 0.2% | -0.3% | 0.977% | |