4/30/2025 | Cerity Partners LLC | 106,906 | $2.86M | 0.0% | -3.7% | 0.160% | |
4/30/2025 | Allworth Financial LP | 1,249,377 | $32.85M | 0.2% | +3.6% | 1.873% | |
4/30/2025 | Wealth Advisory Solutions LLC | 50,629 | $1.36M | 0.4% | -7.6% | 0.076% | |
4/30/2025 | Cornerstone Planning Group LLC | 94,092 | $2.45M | 0.6% | +1.7% | 0.141% | |
4/30/2025 | Principal Securities Inc. | 49,683 | $1.33M | 0.0% | +19.7% | 0.074% | |
4/29/2025 | Envestnet Asset Management Inc. | 2,507,567 | $67.18M | 0.0% | +16.2% | 3.759% | |
4/29/2025 | Novare Capital Management LLC | 70,774 | $1.90M | 0.2% | +10.0% | 0.106% | |
4/29/2025 | Concurrent Investment Advisors LLC | 23,993 | $643K | 0.0% | +106.7% | 0.036% | |
4/29/2025 | Bank of New York Mellon Corp | 186,796 | $5.00M | 0.0% | +30.9% | 0.280% | |
4/29/2025 | World Investment Advisors | 98,538 | $2.64M | 0.1% | -34.5% | 0.148% | |
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4/29/2025 | Olde Wealth Management LLC | 2,015 | $53K | 0.0% | N/A | 0.003% | |
4/29/2025 | OneDigital Investment Advisors LLC | 899,744 | $24.10M | 0.3% | +16.3% | 1.349% | |
4/28/2025 | D.A. Davidson & CO. | 39,261 | $1.05M | 0.0% | +4.3% | 0.059% | |
4/28/2025 | Mutual Advisors LLC | 8,368 | $221K | 0.0% | -57.0% | 0.013% | |
4/28/2025 | First Horizon Advisors Inc. | 9,440 | $253K | 0.0% | -21.3% | 0.014% | |
4/28/2025 | Novem Group | 537,346 | $14.40M | 2.0% | +9.5% | 0.806% | |
4/28/2025 | Glassy Mountain Advisors Inc. | 120,139 | $3.22M | 1.1% | +0.3% | 0.180% | |
4/28/2025 | Coastline Trust Co | 166,847 | $4.47M | 0.6% | +6.8% | 0.250% | |
4/25/2025 | Mather Group LLC. | 10,133,769 | $271.48M | 3.1% | +5.9% | 15.002% | |
4/25/2025 | Sovran Advisors LLC | 25,144 | $654K | 0.1% | +55.0% | 0.037% | |
4/24/2025 | Beacon Financial Advisory LLC | 13,256 | $355K | 0.1% | +51.2% | 0.020% | |
4/23/2025 | Western Financial Corp CA | 26,193 | $702K | 0.4% | -6.6% | 0.039% | |
4/23/2025 | Perigon Wealth Management LLC | 69,661 | $1.87M | 0.0% | +1.8% | 0.103% | |
4/23/2025 | Spire Wealth Management | 9,123 | $244K | 0.0% | +70.0% | 0.014% | |
4/23/2025 | Golden State Equity Partners | 14,319 | $384K | 0.1% | +7.9% | 0.021% | |
4/23/2025 | Mascagni Wealth Management Inc. | 11,724 | $313K | 0.3% | +26.4% | 0.017% | |
4/23/2025 | Oppenheimer & Co. Inc. | 33,982 | $910K | 0.0% | +10.8% | 0.050% | |
4/22/2025 | Yoder Wealth Management Inc. | 27,546 | $738K | 0.4% | -1.4% | 0.041% | |
4/22/2025 | Brown Lisle Cummings Inc. | 1,200 | $32K | 0.0% | N/A | 0.002% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 438,649 | $11.75M | 0.0% | +42.1% | 0.651% | |
4/22/2025 | Manning & Napier Advisors LLC | 91,230 | $2.44M | 0.0% | -0.5% | 0.135% | |
4/22/2025 | Bright Futures Wealth Management LLC. | 26,112 | $674K | 0.7% | +1.7% | 0.039% | |
4/22/2025 | Continuum Wealth Advisors LLC | 172,707 | $4.63M | 2.4% | +1.9% | 0.256% | |
4/21/2025 | Martin Worley Group | 117,920 | $3.16M | 1.8% | +18.9% | 0.175% | |
4/21/2025 | ORG Partners LLC | 37,940 | $1.01M | 0.2% | +4.1% | 0.056% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 20,645 | $553K | 0.1% | -40.8% | 0.031% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 208,735 | $5.59M | 0.0% | +11.8% | 0.310% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 8,357 | $224K | 0.0% | -41.1% | 0.012% | |
4/18/2025 | Capital Wealth Management LLC | 168,629 | $4.52M | 1.9% | +8.7% | 0.229% | |
4/18/2025 | Cornerstone Wealth Management LLC | 8,639 | $231K | 0.0% | +13.1% | 0.012% | |
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4/18/2025 | Colorado Capital Management Inc. | 10,240 | $274K | 0.1% | N/A | 0.014% | |
4/18/2025 | Optivise Advisory Services LLC | 62,376 | $1.67M | 0.9% | -38.4% | 0.085% | |
4/17/2025 | Janney Montgomery Scott LLC | 71,972 | $1.93M | 0.0% | N/A | 0.098% | |
4/17/2025 | M.E. Allison & CO. Inc. | 47,889 | $1.28M | 1.3% | +2.6% | 0.065% | |
4/17/2025 | Mission Wealth Management LP | 14,105 | $378K | 0.0% | N/A | 0.019% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 28,007 | $750K | 0.0% | -3.6% | 0.038% | |
4/17/2025 | Dohj LLC | 149,008 | $3.99M | 0.9% | +5.3% | 0.203% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 42,027 | $1.13M | 0.0% | +1.3% | 0.057% | |
4/15/2025 | Fifth Third Bancorp | 1,785 | $48K | 0.0% | +45.1% | 0.002% | |
4/15/2025 | Two West Capital Advisors LLC | 18,972 | $487K | 0.4% | +2.2% | 0.026% | |
4/15/2025 | Visionary Horizons LLC | 9,590 | $257K | 0.2% | N/A | 0.013% | |
4/15/2025 | Simplicity Wealth LLC | 30,791 | $825K | 0.1% | N/A | 0.042% | |
4/14/2025 | Farther Finance Advisors LLC | 24,229 | $647K | 0.0% | +69.9% | 0.033% | |
4/14/2025 | First Citizens Bank & Trust Co. | 81,424 | $2.18M | 0.0% | +10.3% | 0.111% | |
4/14/2025 | Park Avenue Securities LLC | 116,012 | $3.11M | 0.0% | +20.4% | 0.158% | |
4/14/2025 | Bank of New Hampshire | 11,134 | $298K | 0.1% | +27.3% | 0.015% | |
4/14/2025 | Kraematon Investment Advisors Inc. | 127,557 | $3.42M | 3.5% | -3.3% | 0.173% | |
4/11/2025 | Procyon Advisors LLC | 586,088 | $15.70M | 0.9% | +11.1% | 0.746% | |
4/11/2025 | Insight Advisors LLC PA | 46,544 | $1.25M | 0.2% | +4.5% | 0.059% | |
4/10/2025 | Breakwater Capital Group | 347,993 | $9.32M | 1.7% | +8.9% | 0.443% | |
4/10/2025 | HF Advisory Group LLC | 182,993 | $4.90M | 2.1% | +11.1% | 0.233% | |
4/10/2025 | Iams Wealth Management LLC | 31,481 | $843K | 0.4% | -27.2% | 0.040% | |
4/9/2025 | ST Germain D J Co. Inc. | 18,605 | $498K | 0.0% | -17.3% | 0.024% | |
4/9/2025 | Milestone Asset Management LLC | 64,009 | $1.72M | 0.4% | N/A | 0.081% | |
4/3/2025 | Central Pacific Bank Trust Division | 73,410 | $1.97M | 0.3% | N/A | 0.100% | |
4/3/2025 | First Hawaiian Bank | 70,591 | $1.89M | 0.1% | N/A | 0.096% | |
3/24/2025 | Mascagni Wealth Management Inc. | 11,724 | $313K | 0.3% | N/A | 0.016% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 41,475 | $1.11M | 0.0% | +16.8% | 0.057% | |
2/28/2025 | Brooklyn FI LLC | 117,870 | $3.19M | 0.5% | N/A | 0.161% | |
2/26/2025 | Virtue Capital Management LLC | 74,942 | $2.00M | 0.4% | +6.7% | 0.102% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 12,056 | $322K | 0.0% | -48.5% | 0.016% | |
2/24/2025 | Liberty Square Wealth Partners LLC | 11,373 | $307K | 0.1% | N/A | 0.016% | |
2/24/2025 | Great Valley Advisor Group Inc. | 166,531 | $4.45M | 0.1% | +1.2% | 0.227% | |
2/19/2025 | Wilson & Boucher Capital Management LLC | 33,400 | $892K | 0.6% | +3.1% | 0.046% | |
2/18/2025 | Sunbelt Securities Inc. | 22,568 | $603K | 0.1% | -14.3% | 0.031% | |
2/18/2025 | Orion Capital Management LLC | 2,770 | $74K | 0.0% | N/A | 0.004% | |
2/18/2025 | Novem Group | 490,710 | $13.11M | 1.9% | N/A | 0.669% | |
2/17/2025 | WBI Investments LLC | 71,527 | $1.91M | 0.5% | -42.9% | 0.098% | |
2/17/2025 | Snowden Capital Advisors LLC | 14,574 | $389K | 0.0% | -4.6% | 0.020% | |
2/17/2025 | Cetera Investment Advisers | 485,264 | $12.96M | 0.0% | -26.2% | 0.662% | |
2/17/2025 | Baird Financial Group Inc. | 57,239 | $1.53M | 0.0% | +2.3% | 0.078% | |
2/17/2025 | Baker Avenue Asset Management LP | 112,003 | $2.99M | 0.1% | -48.6% | 0.153% | |
2/17/2025 | Bank of America Corp DE | 5,433,200 | $145.12M | 0.0% | +0.1% | 7.412% | |
2/17/2025 | Ameriprise Financial Inc. | 1,592,730 | $42.54M | 0.0% | +30.5% | 2.173% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 114,008 | $3.05M | 0.0% | +2.7% | 0.156% | |
2/14/2025 | Comerica Bank | 46,608 | $1.25M | 0.0% | +28.5% | 0.064% | |
2/14/2025 | Integrated Wealth Concepts LLC | 22,513 | $601K | 0.0% | -12.0% | 0.031% | |
2/14/2025 | Coppell Advisory Solutions LLC | 2,596 | $69K | 0.0% | -67.7% | 0.004% | |
2/14/2025 | Aldebaran Financial Inc. | 8,951 | $239K | 0.3% | N/A | 0.012% | |
2/14/2025 | IHT Wealth Management LLC | 14,867 | $397K | 0.0% | -52.2% | 0.020% | |
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 | Stifel Financial Corp | 38,282 | $1.02M | 0.0% | -12.3% | 0.052% | |
2/14/2025 | OneDigital Investment Advisors LLC | 773,706 | $20.67M | 0.2% | +28.4% | 1.056% | |
2/14/2025 | Optivise Advisory Services LLC | 101,243 | $2.70M | 1.5% | -33.4% | 0.138% | |
2/14/2025 | State of Tennessee Department of Treasury | 583,680 | $15.59M | 0.1% | N/A | 0.796% | |
2/14/2025 | MML Investors Services LLC | 601,719 | $16.07M | 0.1% | +40.8% | 0.821% | |
2/14/2025 | First Citizens Asset Management Inc. | 17,904 | $478K | 0.2% | -7.4% | 0.024% | |
2/14/2025 | Freedom Investment Management Inc. | 30,012 | $802K | 0.1% | -2.8% | 0.041% | |
2/14/2025 | Balanced Rock Investment Advisors LLC | 10,316 | $276K | 0.2% | +10.4% | 0.014% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 21,221 | $573K | 0.0% | -11.4% | 0.029% | |
2/13/2025 | NewEdge Advisors LLC | 12,975 | $347K | 0.0% | +35.3% | 0.018% | |