5/1/2025 | MTM Investment Management LLC | 18,137 | $1.09M | 0.4% | -8.1% | 0.016% | |
5/1/2025 | CWM LLC | 51,788 | $3.10M | 0.0% | -7.8% | 0.047% | |
5/1/2025 | Stephens Inc. AR | 29,080 | $1.74M | 0.0% | -6.3% | 0.026% | |
5/1/2025 | Grant GrossMendelsohn LLC | 12,071 | $725K | 0.4% | +65.7% | 0.011% | |
5/1/2025 | Park Square Financial Group LLC | 62,242 | $3.73M | 3.0% | -21.7% | 0.056% | |
5/1/2025 | Gateway Wealth Partners LLC | 26,188 | $1.57M | 0.4% | +21.5% | 0.024% | |
5/1/2025 | Kesler Norman & Wride LLC | 20,005 | $1.20M | 0.2% | -1.1% | 0.018% | |
4/30/2025 | Cerity Partners LLC | 177,664 | $10.63M | 0.0% | +1.6% | 0.160% | |
4/30/2025 | Moloney Securities Asset Management LLC | 122,949 | $7.36M | 1.0% | +31.0% | 0.111% | |
4/30/2025 | Stratos Wealth Partners LTD. | 83,480 | $5.00M | 0.1% | -38.0% | 0.075% | |
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4/30/2025 | Stratos Wealth Advisors LLC | 76,817 | $4.60M | 0.3% | -45.2% | 0.069% | |
4/30/2025 | Family Capital Management Inc. | 34,734 | $2.08M | 1.3% | -4.6% | 0.031% | |
4/29/2025 | Envestnet Asset Management Inc. | 891,249 | $53.33M | 0.0% | -4.4% | 0.802% | |
4/29/2025 | Investor s Fiduciary Advisor Network LLC | 31,691 | $1.90M | 0.9% | -2.5% | 0.029% | |
4/29/2025 | Ifrah Financial Services Inc. | 128,505 | $7.69M | 2.2% | +5.0% | 0.116% | |
4/29/2025 | Concurrent Investment Advisors LLC | 18,651 | $1.12M | 0.0% | +22.2% | 0.017% | |
4/29/2025 | Fairway Financial LLC | 96,857 | $5.80M | 5.3% | +0.3% | 0.087% | |
4/29/2025 | Truist Financial Corp | 520,287 | $31.13M | 0.0% | +0.6% | 0.468% | |
4/29/2025 | Capital Investment Advisory Services LLC | 257,677 | $15.42M | 1.4% | -1.4% | 0.232% | |
4/29/2025 | OneDigital Investment Advisors LLC | 11,772 | $704K | 0.0% | -2.8% | 0.011% | |
4/29/2025 | Hansen & Associates Financial Group Inc. | 1,285,331 | $76.97M | 41.3% | +43.8% | 1.156% | |
4/28/2025 | TKG Advisors LLC | 57,426 | $3.44M | 1.7% | +18.9% | 0.052% | |
4/28/2025 | D.A. Davidson & CO. | 162,858 | $9.75M | 0.1% | +28.9% | 0.147% | |
4/28/2025 | Bellevue Asset Management LLC | 36,901 | $2.21M | 1.2% | +25.9% | 0.033% | |
4/28/2025 | Mutual Advisors LLC | 82,484 | $4.95M | 0.1% | -27.0% | 0.074% | |
4/28/2025 | Sterling Manor Financial LLC | 170,575 | $10.21M | 7.3% | +6.2% | 0.153% | |
4/28/2025 | Sebold Capital Management Inc. | 83,501 | $5.00M | 3.3% | -7.8% | 0.075% | |
4/28/2025 | Latitude Advisors LLC | 11,598 | $694K | 0.4% | -31.9% | 0.010% | |
4/28/2025 | Cannon Advisors Inc. | 4,279 | $256K | 0.2% | -82.7% | 0.004% | |
4/28/2025 | Private Trust Co. NA | 40,345 | $2.41M | 0.2% | +18.8% | 0.036% | |
4/28/2025 | TCP Asset Management LLC | 324,940 | $19.44M | 4.3% | +3.3% | 0.292% | |
4/28/2025 | Clear Creek Financial Management LLC | 29,843 | $1.79M | 0.2% | +16.3% | 0.027% | |
4/28/2025 | Salomon & Ludwin LLC | 1,000 | $60K | 0.0% | N/A | 0.001% | |
4/25/2025 | Lodestar Private Asset Management LLC | 9,076 | $543K | 0.1% | +14.5% | 0.008% | |
4/25/2025 | G&S Capital LLC | 33,055 | $1.98M | 0.8% | +4.3% | 0.030% | |
4/25/2025 | Westside Investment Management Inc. | 2,300 | $138K | 0.0% | -20.7% | 0.002% | |
4/25/2025 | Ameritas Advisory Services LLC | 120,799 | $7.23M | 0.3% | +91.5% | 0.109% | |
4/25/2025 | Monument Capital Management | 19,531 | $1.17M | 0.4% | -12.6% | 0.018% | |
4/25/2025 | Shilanski & Associates Inc. | 105,894 | $6.34M | 2.0% | +1.1% | 0.096% | |
4/25/2025 | Strid Group LLC | 18,466 | $1.11M | 0.2% | -5.3% | 0.017% | |
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 |
4/25/2025 | McGuire Investment Group LLC | 105,654 | $6.32M | 0.9% | +9.5% | 0.096% | |
4/25/2025 | Sovran Advisors LLC | 5,511 | $330K | 0.0% | +45.7% | 0.005% | |
4/24/2025 | Golden State Wealth Management LLC | 48,439 | $2.90M | 0.4% | -12.9% | 0.044% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 241,018 | $14.42M | 1.0% | -3.4% | 0.218% | |
4/24/2025 | Beacon Financial Advisory LLC | 36,855 | $2.21M | 0.7% | +0.8% | 0.033% | |
4/24/2025 | Holistic Planning LLC | 301,261 | $18.03M | 6.1% | +15.2% | 0.273% | |
4/24/2025 | Capasso Planning Partners LLC | 179,171 | $10.72M | 4.5% | +219.0% | 0.162% | |
4/23/2025 | Virtus Wealth Solutions LLC | 145,336 | $8.70M | 2.6% | -1.6% | 0.131% | |
4/23/2025 | Western Wealth Management LLC | 301,889 | $18.07M | 1.2% | +1.2% | 0.272% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 4,993 | $299K | 0.0% | -31.3% | 0.004% | |
4/23/2025 | Golden State Wealth Management LLC | 96,877 | $5.80M | 0.4% | +74.2% | 0.087% | |
4/23/2025 | PMV Capital Advisers LLC | 6,907 | $413K | 1.0% | -66.4% | 0.006% | |
4/23/2025 | Spire Wealth Management | 140,320 | $8.40M | 0.3% | -10.5% | 0.126% | |
4/23/2025 | Daymark Wealth Partners LLC | 85,674 | $5.13M | 0.2% | +562.1% | 0.077% | |
4/23/2025 | Golden State Equity Partners | 24,124 | $1.44M | 0.3% | -3.0% | 0.022% | |
4/23/2025 | Global Assets Advisory LLC | 38,304 | $2.29M | 0.4% | +192.3% | 0.035% | |
4/23/2025 | Financial Enhancement Group LLC | 120,898 | $7.25M | 1.1% | -45.2% | 0.109% | |
4/23/2025 | International Assets Investment Management LLC | 49,512 | $2.96M | 0.1% | -5.0% | 0.045% | |
4/23/2025 | Proactive Wealth Strategies LLC | 64,182 | $3.84M | 2.0% | +12.4% | 0.058% | |
4/23/2025 | Balboa Wealth Partners | 3,783 | $226K | 0.1% | -9.9% | 0.003% | |
4/23/2025 | IMG Wealth Management Inc. | 52,606 | $3.15M | 2.8% | +2.3% | 0.047% | |
4/23/2025 | Consolidated Portfolio Review Corp | 5,204 | $311K | 0.0% | N/A | 0.005% | |
4/23/2025 | Valmark Advisers Inc. | 15,901 | $951K | 0.0% | -21.4% | 0.014% | |
4/23/2025 | Oppenheimer & Co. Inc. | 160,003 | $9.58M | 0.1% | +1.7% | 0.144% | |
4/23/2025 | Continuum Advisory LLC | 12,148 | $727K | 0.1% | +6.3% | 0.011% | |
4/22/2025 | Brueske Advisory Services LLC | 33,126 | $1.98M | 1.9% | -0.9% | 0.030% | |
4/22/2025 | Centerpoint Advisory Group | 12,722 | $761K | 0.7% | -2.4% | 0.011% | |
4/22/2025 | Flagship Harbor Advisors LLC | 323,099 | $19.33M | 1.0% | +1,469.9% | 0.291% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 1,085,250 | $64.94M | 0.2% | +4.5% | 0.978% | |
4/22/2025 | First Financial Group Corp | 14,906 | $892K | 1.0% | -2.9% | 0.013% | |
4/22/2025 | Cherry Creek Investment Advisors Inc. | 6,409 | $384K | 0.2% | -30.0% | 0.006% | |
4/22/2025 | Cassia Capital Partners LLC | 162,425 | $9.72M | 6.1% | +7.9% | 0.146% | |
4/22/2025 | Synergy Asset Management LLC | 114,063 | $6.83M | 0.9% | -53.9% | 0.103% | |
4/22/2025 | FSC Wealth Advisors LLC | 199,484 | $11.94M | 7.8% | -1.2% | 0.180% | |
4/22/2025 | Merkkuri Wealth Advisors LLC | 8,219 | $492K | 0.4% | -5.5% | 0.007% | |
4/22/2025 | Brendel Financial Advisors LLC | 4,988 | $298K | 0.2% | -4.7% | 0.004% | |
4/22/2025 | Nilsine Partners LLC | 78,227 | $4.68M | 0.5% | -39.1% | 0.070% | |
4/22/2025 | Woodmont Investment Counsel LLC | 10,576 | $633K | 0.0% | +19.6% | 0.010% | |
4/22/2025 | World Equity Group Inc. | 4,658 | $279K | 0.1% | -65.8% | 0.004% | |
4/22/2025 | Advisor Resource Council | 26,694 | $1.60M | 0.1% | N/A | 0.024% | |
4/21/2025 | L.M. Kohn & Company | 23,267 | $1.39M | 0.4% | +2.0% | 0.021% | |
4/21/2025 | Brady Family Wealth LLC | 5,290 | $317K | 0.1% | N/A | 0.005% | |
4/21/2025 | Shelton Wealth Management LLC | 219,140 | $13.11M | 7.1% | -2.7% | 0.197% | |
4/21/2025 | Clear Point Advisors Inc. | 37,048 | $2.21M | 2.0% | +0.7% | 0.033% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 27,044 | $1.62M | 0.0% | +10.0% | 0.024% | |
4/21/2025 | Guided Capital Wealth Management LLC | 22,137 | $1.33M | 1.1% | -80.9% | 0.020% | |
4/21/2025 | Redwood Wealth Management Group LLC | 5,362 | $321K | 0.2% | -13.5% | 0.005% | |
4/21/2025 | Premier Path Wealth Partners LLC | 18,465 | $1.11M | 0.2% | -44.1% | 0.017% | |
4/21/2025 | Luken Investment Analytics LLC | 20,198 | $1.21M | 0.6% | -63.9% | 0.018% | |
4/21/2025 | White Wing Wealth Management | 3,998 | $240K | 0.2% | -7.8% | 0.004% | |
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 |
4/18/2025 | Lion Street Advisors LLC | 34,952 | $2.09M | 0.7% | +7.2% | 0.031% | |
4/18/2025 | Cornerstone Wealth Management LLC | 63,287 | $3.79M | 0.3% | +0.8% | 0.057% | |
4/18/2025 | San Luis Wealth Advisors LLC | 6,068 | $363K | 0.1% | -15.1% | 0.005% | |
4/18/2025 | Insigneo Advisory Services LLC | 30,676 | $1.84M | 0.2% | -22.1% | 0.028% | |
4/18/2025 | Wagner Wealth Management LLC | 11,164 | $668K | 0.2% | +10.7% | 0.010% | |
4/17/2025 | NBT Bank N A NY | 7,280 | $436K | 0.0% | -5.2% | 0.007% | |
4/17/2025 | Great Lakes Retirement Inc. | 37,628 | $2.26M | 0.3% | -5.6% | 0.034% | |
4/17/2025 | Sowell Financial Services LLC | 11,525 | $690K | 0.0% | -6.3% | 0.010% | |
4/17/2025 | Janney Montgomery Scott LLC | 477,801 | $28.59M | 0.1% | +7.9% | 0.432% | |
4/17/2025 | RiverTree Advisors LLC | 186,793 | $11.18M | 7.5% | -14.6% | 0.169% | |