5/2/2025 | Apollon Wealth Management LLC | 8,625 | $635K | 0.0% | +32.3% | 0.024% | |
5/2/2025 | Sigma Planning Corp | 114,296 | $8.41M | 0.3% | +7.2% | 0.314% | |
5/1/2025 | MTM Investment Management LLC | 19,709 | $1.46M | 0.6% | -1.4% | 0.054% | |
5/1/2025 | Gateway Wealth Partners LLC | 47,893 | $3.53M | 0.8% | +26.1% | 0.132% | |
4/30/2025 | AlphaStar Capital Management LLC | 8,194 | $603K | 0.1% | +15.6% | 0.023% | |
4/30/2025 | M&T Bank Corp | 6,106 | $449K | 0.0% | -4.0% | 0.017% | |
4/30/2025 | Stratos Wealth Partners LTD. | 106,183 | $7.82M | 0.1% | -7.9% | 0.292% | |
4/30/2025 | Blackhawk Capital Partners LLC. | 19,162 | $1.41M | 0.7% | +106.4% | 0.053% | |
4/30/2025 | Crossmark Global Holdings Inc. | 9,236 | $679K | 0.0% | N/A | 0.025% | |
4/29/2025 | Envestnet Asset Management Inc. | 624,701 | $45.98M | 0.0% | +6.7% | 1.719% | |
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4/29/2025 | Concurrent Investment Advisors LLC | 17,867 | $1.32M | 0.0% | -12.0% | 0.049% | |
4/29/2025 | Bank of New York Mellon Corp | 59,934 | $4.41M | 0.0% | -0.4% | 0.165% | |
4/29/2025 | World Investment Advisors | 40,856 | $3.01M | 0.1% | +9.5% | 0.112% | |
4/29/2025 | Element Wealth LLC | 12,622 | $929K | 0.5% | -1.5% | 0.035% | |
4/29/2025 | Huntleigh Advisors Inc. | 15,180 | $1.12M | 0.2% | -3.6% | 0.042% | |
4/29/2025 | OneDigital Investment Advisors LLC | 5,973 | $440K | 0.0% | -32.7% | 0.016% | |
4/28/2025 | D.A. Davidson & CO. | 208,408 | $15.34M | 0.1% | -5.6% | 0.573% | |
4/28/2025 | Mutual Advisors LLC | 4,694 | $341K | 0.0% | +9.2% | 0.013% | |
4/28/2025 | Strategic Financial Concepts LLC | 5,298 | $390K | 0.1% | +19.7% | 0.015% | |
4/28/2025 | Private Trust Co. NA | 2,508 | $185K | 0.0% | +9.9% | 0.007% | |
4/28/2025 | Arlington Trust Co LLC | 500 | $37K | 0.0% | N/A | 0.001% | |
4/28/2025 | Rossby Financial LCC | 1,802 | $131K | 0.1% | N/A | 0.005% | |
4/28/2025 | DAVENPORT & Co LLC | 9,907 | $729K | 0.0% | -1.5% | 0.027% | |
4/28/2025 | ABLE Financial Group LLC | 7,737 | $570K | 0.2% | -4.0% | 0.021% | |
4/25/2025 | Koshinski Asset Management Inc. | 18,343 | $1.35M | 0.1% | -3.0% | 0.050% | |
4/25/2025 | Ameritas Advisory Services LLC | 4,026 | $314K | 0.0% | +4.1% | 0.011% | |
4/25/2025 | Northcape Wealth Management LLC | 4,410 | $325K | 0.1% | -4.3% | 0.012% | |
4/24/2025 | Elevated Capital Advisors LLC | 10,530 | $775K | 0.2% | -11.5% | 0.029% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 2,930 | $215K | 0.0% | -95.8% | 0.008% | |
4/23/2025 | Cottonwood Capital Advisors LLC | 41,197 | $3.03M | 2.2% | -2.9% | 0.114% | |
4/23/2025 | Madrona Financial Services LLC | 10,629 | $782K | 0.2% | +1.9% | 0.029% | |
4/23/2025 | Global Assets Advisory LLC | 11,105 | $777K | 0.1% | +177.6% | 0.031% | |
4/23/2025 | Oppenheimer & Co. Inc. | 23,751 | $1.75M | 0.0% | -35.2% | 0.066% | |
4/22/2025 | Pursue Wealth Partners LLC | 80,460 | $5.92M | 3.6% | +4.3% | 0.223% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 204,386 | $15.05M | 0.1% | -16.2% | 0.565% | |
4/22/2025 | Crumly & Associates Inc. | 111,147 | $8.18M | 2.3% | +6.4% | 0.307% | |
4/22/2025 | Cherry Creek Investment Advisors Inc. | 145,791 | $10.73M | 5.6% | -2.5% | 0.403% | |
4/22/2025 | World Equity Group Inc. | 23,603 | $1.74M | 0.5% | +5.7% | 0.065% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 17,453 | $1.28M | 0.2% | +3.5% | 0.048% | |
4/21/2025 | United Advisor Group LLC | 4,862 | $358K | 0.1% | +11.2% | 0.013% | |
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 |
4/21/2025 | Compass Capital Corp MA ADV | 7,157 | $527K | 0.3% | N/A | 0.020% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 91,036 | $6.70M | 0.0% | +2.9% | 0.252% | |
4/21/2025 | Centennial Wealth Advisory LLC | 3,121 | $230K | 0.1% | +12.6% | 0.009% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 71,666 | $5.29M | 0.2% | +158.1% | 0.198% | |
4/18/2025 | Cornerstone Wealth Management LLC | 12,472 | $918K | 0.1% | +44.0% | 0.035% | |
4/18/2025 | Financial Perspectives Inc | 9,685 | $713K | 0.2% | +68.1% | 0.027% | |
4/18/2025 | DHJJ Financial Advisors Ltd. | 20,707 | $1.52M | 0.6% | -1.9% | 0.057% | |
4/18/2025 | CENTRAL TRUST Co | 5,700 | $420K | 0.0% | -5.0% | 0.016% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 111,650 | $8.22M | 0.3% | +4.2% | 0.309% | |
4/17/2025 | Kaydan Wealth Management Inc. | 29,774 | $2.19M | 0.7% | +0.6% | 0.082% | |
4/17/2025 | Berkshire Bank | 5,708 | $420K | 0.1% | -5.0% | 0.016% | |
4/17/2025 | Janney Montgomery Scott LLC | 156,995 | $11.56M | 0.0% | -5.7% | 0.434% | |
4/17/2025 | Hengehold Capital Management LLC | 59,454 | $4.38M | 0.4% | +1.0% | 0.164% | |
4/17/2025 | Sound Income Strategies LLC | 846 | $62K | 0.0% | +16,820.0% | 0.002% | |
4/17/2025 | Morey & Quinn Wealth Partners LLC | 33,764 | $2.49M | 2.1% | +7.9% | 0.093% | |
4/16/2025 | Avaii Wealth Management LLC | 107,166 | $7.89M | 4.2% | -10.0% | 0.296% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 38,037 | $2.80M | 0.0% | -4.6% | 0.105% | |
4/16/2025 | Private Wealth Group LLC | 97,793 | $7.20M | 4.2% | -2.3% | 0.271% | |
4/16/2025 | Ballew Advisors Inc | 31,361 | $2.18M | 1.4% | -0.5% | 0.087% | |
4/15/2025 | Sagace Wealth Management LLC | 17,916 | $1.32M | 1.0% | +4.9% | 0.050% | |
4/15/2025 | Capital Advisors Ltd. LLC | 39,969 | $2.94M | 0.4% | +0.8% | 0.111% | |
4/15/2025 | Redhawk Wealth Advisors Inc. | 16,093 | $1.19M | 0.2% | -39.0% | 0.045% | |
4/14/2025 | Farther Finance Advisors LLC | 20,309 | $1.50M | 0.0% | +2,030,800.0% | 0.056% | |
4/14/2025 | SOA Wealth Advisors LLC. | 95,855 | $7.06M | 0.8% | N/A | 0.265% | |
4/14/2025 | Wedmont Private Capital | 18,343 | $1.28M | 0.1% | N/A | 0.051% | |
4/10/2025 | Key Client Fiduciary Advisors LLC | 3,732 | $275K | 0.1% | +5.6% | 0.010% | |
4/10/2025 | Iams Wealth Management LLC | 47,773 | $3.52M | 1.6% | +15.9% | 0.132% | |
4/10/2025 | TrueWealth Advisors LLC | 9,445 | $695K | 0.2% | +3.6% | 0.026% | |
4/10/2025 | Clarus Wealth Advisors | 9,011 | $645K | 0.3% | +96.1% | 0.025% | |
4/9/2025 | RFG Advisory LLC | 11,913 | $877K | 0.0% | +13.5% | 0.033% | |
4/9/2025 | HBW Advisory Services LLC | 4,964 | $365K | 0.1% | -29.1% | 0.014% | |
4/9/2025 | Merit Financial Group LLC | 4,201 | $309K | 0.0% | -8.3% | 0.012% | |
4/9/2025 | NBC Securities Inc. | 8,384 | $617K | 0.1% | +104,700.0% | 0.023% | |
4/9/2025 | Mid American Wealth Advisory Group Inc. | 3,635 | $268K | 0.1% | N/A | 0.010% | |
4/8/2025 | LVM Capital Management Ltd. MI | 6,350 | $467K | 0.1% | -5.6% | 0.018% | |
4/8/2025 | Private Client Services LLC | 6,103 | $449K | 0.2% | +17.8% | 0.017% | |
4/7/2025 | GAMMA Investing LLC | 83,474 | $6.15M | 0.0% | +6,686.5% | 0.231% | |
4/2/2025 | Park National Corp OH | 306,575 | $22.57M | 0.8% | -1.8% | 0.847% | |
4/1/2025 | Hobart Private Capital LLC | 43,729 | $3.22M | 0.8% | +7.9% | 0.121% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 39,875 | $3.13M | 0.0% | +22.4% | 0.109% | |
3/12/2025 | Centaurus Financial Inc. | 2,516 | $197K | 0.0% | +80.4% | 0.007% | |
2/27/2025 | Bernard Wealth Management Corp. | 528 | $41K | 0.0% | N/A | 0.001% | |
2/25/2025 | Armis Advisers LLC | 4,102 | $322K | 0.0% | N/A | 0.011% | |
2/24/2025 | United Advisor Group LLC | 4,373 | $343K | 0.1% | +10.9% | 0.012% | |
2/19/2025 | Richmond Investment Services LLC | 5,418 | $425K | 0.2% | N/A | 0.015% | |
2/17/2025 | Snowden Capital Advisors LLC | 52,128 | $4.09M | 0.1% | +16.5% | 0.143% | |
2/17/2025 | Royal Bank of Canada | 460,725 | $36.15M | 0.0% | +4.8% | 1.264% | |
2/17/2025 | Quadcap Wealth Management LLC | 42,002 | $3.30M | 0.5% | +15.1% | 0.115% | |
2/17/2025 | Global Assets Advisory LLC | 4,001 | $314K | 0.2% | +3.8% | 0.011% | |
2/17/2025 | Focus Partners Wealth | 10,326 | $810K | 0.0% | N/A | 0.028% | |
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 |
2/17/2025 | D. E. Shaw & Co. Inc. | 3,761 | $295K | 0.0% | N/A | 0.010% | |
2/17/2025 | EP Wealth Advisors LLC | 7,522 | $590K | 0.0% | -1.7% | 0.021% | |
2/17/2025 | EPG Wealth Management LLC | 1,268 | $100K | 0.0% | -80.1% | 0.003% | |
2/17/2025 | CoreCap Advisors LLC | 14,227 | $1.12M | 0.1% | -1.2% | 0.039% | |
2/17/2025 | Cetera Investment Advisers | 444,864 | $34.90M | 0.1% | +30.8% | 1.220% | |
2/17/2025 | Baird Financial Group Inc. | 38,615 | $3.03M | 0.0% | -29.4% | 0.106% | |
2/17/2025 | Bank of America Corp DE | 1,378,342 | $108.15M | 0.0% | +16.0% | 3.780% | |
2/17/2025 | Benjamin Edwards Inc. | 107,541 | $8.44M | 0.1% | +9.2% | 0.295% | |
2/17/2025 | BNP Paribas Financial Markets | 50,000 | $3.92M | 0.0% | N/A | 0.137% | |
2/17/2025 | Ameriprise Financial Inc. | 436,140 | $34.22M | 0.0% | +13.3% | 1.196% | |