5/1/2025 | LRI Investments LLC | 1,111 | $282K | 0.0% | -27.4% | 0.000% | |
5/1/2025 | CWM LLC | 13,090 | $3.32M | 0.0% | +16.4% | 0.005% | |
5/1/2025 | Pittenger & Anderson Inc. | 18,057 | $4.58M | 0.2% | +2.3% | 0.006% | |
5/1/2025 | TruNorth Capital Management LLC | 550 | $139K | 0.0% | N/A | 0.000% | |
5/1/2025 | High Note Wealth LLC | 2,818 | $714K | 0.2% | +20.5% | 0.001% | |
5/1/2025 | Stephens Inc. AR | 5,900 | $1.50M | 0.0% | -1.2% | 0.002% | |
5/1/2025 | Schechter Investment Advisors LLC | 1,441 | $365K | 0.0% | -5.7% | 0.001% | |
5/1/2025 | New York State Common Retirement Fund | 413,741 | $104.89M | 0.2% | -2.3% | 0.146% | |
5/1/2025 | Mutual of America Capital Management LLC | 31,332 | $7.94M | 0.1% | -2.7% | 0.011% | |
5/1/2025 | Arizona State Retirement System | 74,789 | $18.96M | 0.1% | +1.7% | 0.026% | |
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5/1/2025 | Ballentine Partners LLC | 4,490 | $1.14M | 0.0% | +6.5% | 0.002% | |
5/1/2025 | B & T Capital Management DBA Alpha Capital Management | 11,710 | $2.97M | 0.6% | +4.1% | 0.004% | |
5/1/2025 | Park Square Financial Group LLC | 728 | $185K | 0.1% | -40.6% | 0.000% | |
5/1/2025 | ADE LLC | 2,287 | $580K | 0.3% | -4.1% | 0.001% | |
5/1/2025 | Xponance Inc. | 56,489 | $14.32M | 0.1% | +2.3% | 0.020% | |
5/1/2025 | Kesler Norman & Wride LLC | 6,642 | $1.68M | 0.3% | +2.2% | 0.002% | |
5/1/2025 | Fidelis Capital Partners LLC | 1,055 | $251K | 0.0% | -7.9% | 0.000% | |
4/30/2025 | Robeco Schweiz AG | 213,886 | $54.22M | 1.3% | -20.2% | 0.075% | |
4/30/2025 | Genus Capital Management Inc. | 4,905 | $1.24M | 0.2% | N/A | 0.002% | |
4/30/2025 | State of Michigan Retirement System | 70,640 | $17.91M | 0.1% | -0.1% | 0.025% | |
4/30/2025 | MJP Associates Inc. ADV | 1,761 | $446K | 0.1% | -7.0% | 0.001% | |
4/30/2025 | Cerity Partners LLC | 229,434 | $58.17M | 0.1% | +60.7% | 0.081% | |
4/30/2025 | Mcdonald Capital Investors Inc. CA | 323,824 | $82.10M | 5.2% | -1.6% | 0.114% | |
4/30/2025 | Vision Capital Management Inc. | 1,250 | $317K | 0.0% | N/A | 0.000% | |
4/30/2025 | Telos Capital Management Inc. | 995 | $252K | 0.0% | N/A | 0.000% | |
4/30/2025 | Allworth Financial LP | 3,062 | $734K | 0.0% | +5.7% | 0.001% | |
4/30/2025 | Stonebrook Private Inc. | 1,783 | $452K | 0.1% | +27.7% | 0.001% | |
4/30/2025 | Parr Mcknight Wealth Management Group LLC | 28,359 | $7.19M | 1.0% | -7.5% | 0.010% | |
4/30/2025 | Peddock Capital Advisors LLC | 3,013 | $764K | 0.2% | -2.4% | 0.001% | |
4/30/2025 | Quotient Wealth Partners LLC | 1,137 | $288K | 0.0% | +21.0% | 0.000% | |
4/30/2025 | Nisa Investment Advisors LLC | 90,840 | $23.09M | 0.1% | +9.9% | 0.032% | |
4/30/2025 | Moloney Securities Asset Management LLC | 12,055 | $3.06M | 0.4% | -14.3% | 0.004% | |
4/30/2025 | Banque Pictet & Cie SA | 29,746 | $7.54M | 0.1% | +18.1% | 0.010% | |
4/30/2025 | LBP AM SA | 116,885 | $29.63M | 0.5% | +308.2% | 0.041% | |
4/30/2025 | Axxcess Wealth Management LLC | 2,283 | $579K | 0.0% | -10.5% | 0.001% | |
4/30/2025 | New Mexico Educational Retirement Board | 11,780 | $2.99M | 0.1% | -2.5% | 0.004% | |
4/30/2025 | Chemung Canal Trust Co. | 16,035 | $4.07M | 0.9% | -4.2% | 0.006% | |
4/30/2025 | Arcadia Investment Management Corp MI | 22,770 | $5.77M | 1.0% | -9.5% | 0.008% | |
4/30/2025 | Greenleaf Trust | 14,820 | $3.76M | 0.0% | +8.7% | 0.005% | |
4/30/2025 | DekaBank Deutsche Girozentrale | 283,748 | $69.98M | 0.1% | +0.6% | 0.100% | |
The Man I Turn to In Times Like This (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 |
4/30/2025 | Personal CFO Solutions LLC | 3,056 | $775K | 0.2% | +30.5% | 0.001% | |
4/30/2025 | SilverOak Wealth Management LLC | 13,589 | $3.45M | 0.7% | -0.4% | 0.005% | |
4/30/2025 | M&T Bank Corp | 86,453 | $21.92M | 0.1% | -11.9% | 0.030% | |
4/30/2025 | Stratos Wealth Partners LTD. | 6,535 | $1.66M | 0.0% | -13.5% | 0.002% | |
4/30/2025 | Stratos Wealth Advisors LLC | 6,116 | $1.55M | 0.1% | -6.3% | 0.002% | |
4/30/2025 | Brown Advisory Inc. | 1,706,589 | $432.65M | 0.6% | -4.4% | 0.602% | |
4/30/2025 | Highview Capital Management LLC DE | 5,963 | $1.51M | 0.6% | -31.9% | 0.002% | |
4/30/2025 | Capital Management Associates Inc | 1,188 | $301K | 0.1% | N/A | 0.000% | |
4/30/2025 | EULAV Asset Management | 22,100 | $5.60M | 0.1% | +29.2% | 0.008% | |
4/30/2025 | Abound Financial LLC | 156 | $40K | 0.0% | N/A | 0.000% | |
4/30/2025 | Crossmark Global Holdings Inc. | 15,508 | $3.93M | 0.1% | -3.0% | 0.005% | |
4/29/2025 | Financial Counselors Inc. | 120,952 | $30.66M | 0.5% | +0.4% | 0.043% | |
4/29/2025 | TD Private Client Wealth LLC | 5,042 | $1.28M | 0.0% | -8.6% | 0.002% | |
4/29/2025 | Capital Advisors Inc. OK | 148,590 | $37.67M | 0.7% | +4.9% | 0.052% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,260,813 | $319.64M | 0.1% | +79.6% | 0.445% | |
4/29/2025 | Hexagon Capital Partners LLC | 202 | $51K | 0.0% | -19.8% | 0.000% | |
4/29/2025 | Penserra Capital Management LLC | 2,966 | $751K | 0.0% | +347.4% | 0.001% | |
4/29/2025 | Concurrent Investment Advisors LLC | 4,513 | $1.14M | 0.0% | +18.4% | 0.002% | |
4/29/2025 | HM Payson & Co. | 5,567 | $1.41M | 0.0% | -3.1% | 0.002% | |
4/29/2025 | Bank of New York Mellon Corp | 1,560,214 | $395.55M | 0.1% | -2.9% | 0.550% | |
4/29/2025 | SL Advisors LLC | 1,288 | $327K | 0.6% | -4.2% | 0.000% | |
4/29/2025 | World Investment Advisors | 18,404 | $4.67M | 0.1% | +6.0% | 0.006% | |
4/29/2025 | Wayfinding Financial LLC | 316 | $80K | 0.0% | N/A | 0.000% | |
4/29/2025 | Olde Wealth Management LLC | 153 | $38K | 0.0% | N/A | 0.000% | |
4/29/2025 | Truist Financial Corp | 428,572 | $108.65M | 0.2% | +3.0% | 0.151% | |
4/29/2025 | Impax Asset Management Group plc | 625,384 | $158.55M | 1.0% | -4.3% | 0.220% | |
4/29/2025 | Kintegral Advisory LLC | 15,227 | $3.87M | 0.6% | -32.9% | 0.005% | |
4/29/2025 | Catalyst Capital Advisors LLC | 527 | $134K | 0.0% | -42.7% | 0.000% | |
4/29/2025 | Nichols & Pratt Advisers LLP MA | 15,220 | $3.86M | 0.3% | +0.7% | 0.005% | |
4/29/2025 | IFM Investors Pty Ltd | 56,530 | $14.43M | 0.1% | +1.7% | 0.020% | |
4/29/2025 | OneDigital Investment Advisors LLC | 5,651 | $1.43M | 0.0% | -15.4% | 0.002% | |
4/29/2025 | Conning Inc. | 16,842 | $4.27M | 0.1% | -18.1% | 0.006% | |
4/29/2025 | Davidson Trust Co. | 2,651 | $672K | 0.3% | -13.0% | 0.001% | |
4/29/2025 | Goelzer Investment Management Inc. | 2,527 | $641K | 0.0% | +9.2% | 0.001% | |
4/28/2025 | D.A. Davidson & CO. | 89,251 | $22.63M | 0.2% | +11.8% | 0.031% | |
4/28/2025 | Principal Financial Group Inc. | 332,524 | $84.30M | 0.0% | +8.8% | 0.117% | |
4/28/2025 | Buffington Mohr McNeal | 32,569 | $8.26M | 1.6% | -4.8% | 0.011% | |
4/28/2025 | Resonant Capital Advisors LLC | 814 | $207K | 0.0% | N/A | 0.000% | |
4/28/2025 | Teacher Retirement System of Texas | 149,132 | $37.81M | 0.2% | -36.1% | 0.053% | |
4/28/2025 | First Horizon Advisors Inc. | 1,904 | $483K | 0.0% | +29.5% | 0.001% | |
4/28/2025 | Revisor Wealth Management LLC | 1,915 | $487K | 0.2% | +86.1% | 0.001% | |
4/28/2025 | Elmwood Wealth Management Inc. | 4,322 | $1.10M | 0.4% | -2.5% | 0.002% | |
4/28/2025 | Private Trust Co. NA | 6,180 | $1.57M | 0.2% | +101.8% | 0.002% | |
4/28/2025 | Pinnacle Financial Partners Inc | 4,105 | $1.04M | 0.0% | -3.3% | 0.001% | |
4/28/2025 | Horizon Financial Services LLC | 1,268 | $321K | 0.0% | N/A | 0.000% | |
4/28/2025 | Kanawha Capital Management LLC | 73,396 | $18.61M | 1.4% | +1.0% | 0.026% | |
4/28/2025 | Aaron Wealth Advisors LLC | 1,901 | $482K | 0.1% | +13.0% | 0.001% | |
4/28/2025 | Oregon Pacific Wealth Management LLC | 819 | $208K | 0.2% | N/A | 0.000% | |
4/28/2025 | Harbour Trust & Investment Management Co | 24,448 | $6.20M | 0.8% | +3.4% | 0.009% | |
4/28/2025 | Keybank National Association OH | 24,986 | $6.33M | 0.0% | -15.0% | 0.009% | |
The Man I Turn to In Times Like This (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 |
4/28/2025 | Rossby Financial LCC | 1,924 | $458K | 0.2% | -5.3% | 0.001% | |
4/28/2025 | DAVENPORT & Co LLC | 22,311 | $5.66M | 0.0% | -3.9% | 0.008% | |
4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 63,460 | $16.09M | 0.2% | +1.4% | 0.022% | |
4/28/2025 | Clear Creek Financial Management LLC | 896 | $227K | 0.0% | N/A | 0.000% | |
4/28/2025 | BLB&B Advisors LLC | 1,886 | $478K | 0.0% | -94.9% | 0.001% | |
4/28/2025 | Vontobel Holding Ltd. | 926,754 | $234.95M | 0.9% | +20.8% | 0.327% | |
4/28/2025 | Astoria Portfolio Advisors LLC. | 1,214 | $289K | 0.1% | N/A | 0.000% | |
4/25/2025 | West Bancorporation Inc. | 801 | $203K | 0.1% | N/A | 0.000% | |
4/25/2025 | JNBA Financial Advisors | 1,330 | $337K | 0.0% | -10.6% | 0.000% | |
4/25/2025 | Kampmann Melissa S. | 13,664 | $3.46M | 2.7% | -5.9% | 0.005% | |