4/30/2025 | Cerity Partners LLC | 90,084 | $2.44M | 0.0% | +63.2% | 0.006% | |
4/30/2025 | Valeo Financial Advisors LLC | 8,701 | $236K | 0.0% | +18.4% | 0.001% | |
4/30/2025 | M&T Bank Corp | 8,489 | $230K | 0.0% | N/A | 0.001% | |
4/30/2025 | Crossmark Global Holdings Inc. | 181,813 | $4.93M | 0.1% | +0.2% | 0.012% | |
4/29/2025 | Callan Capital LLC | 29,555 | $802K | 0.1% | +40.3% | 0.002% | |
4/29/2025 | Envestnet Asset Management Inc. | 417,053 | $11.32M | 0.0% | +1.8% | 0.027% | |
4/29/2025 | Hexagon Capital Partners LLC | 2,955 | $80K | 0.0% | +17.7% | 0.000% | |
4/29/2025 | Bank of New York Mellon Corp | 70,045 | $1.90M | 0.0% | +7.6% | 0.004% | |
4/29/2025 | Generali Investments CEE investicni spolecnost a.s. | 115,800 | $3.14M | 0.3% | +41.8% | 0.007% | |
4/29/2025 | Checchi Capital Advisers LLC | 8,715 | $236K | 0.0% | +22.4% | 0.001% | |
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4/28/2025 | Rossby Financial LCC | 2,046 | $56K | 0.0% | N/A | 0.000% | |
4/25/2025 | Naviter Wealth LLC | 39,109 | $1.07M | 0.1% | +12.9% | 0.003% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 11,643 | $317K | 0.0% | +10.1% | 0.001% | |
4/24/2025 | Highland Capital Management LLC | 82,035 | $2.23M | 0.1% | -7.2% | 0.005% | |
4/24/2025 | BSW Wealth Partners | 12,970 | $352K | 0.1% | -11.4% | 0.001% | |
4/24/2025 | Hedges Asset Management LLC | 17,700 | $480K | 0.3% | -36.8% | 0.001% | |
4/24/2025 | PDS Planning Inc | 9,169 | $249K | 0.0% | -7.4% | 0.001% | |
4/23/2025 | Sequoia Financial Advisors LLC | 20,951 | $568K | 0.0% | +8.4% | 0.001% | |
4/23/2025 | Bessemer Group Inc. | 1,098 | $30K | 0.0% | +460.2% | 0.000% | |
4/23/2025 | Oppenheimer Asset Management Inc. | 54,030 | $1.47M | 0.0% | +9.9% | 0.003% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 12,635 | $343K | 0.0% | +36.1% | 0.001% | |
4/22/2025 | Manning & Napier Advisors LLC | 153,764 | $4.17M | 0.1% | -3.5% | 0.010% | |
4/17/2025 | FNY Investment Advisers LLC | 33,000 | $895K | 0.5% | N/A | 0.002% | |
4/17/2025 | QRG Capital Management Inc. | 179,820 | $4.88M | 0.1% | +0.8% | 0.012% | |
4/17/2025 | Janney Montgomery Scott LLC | 63,556 | $1.72M | 0.0% | -5.1% | 0.004% | |
4/17/2025 | Optas LLC | 9,445 | $256K | 0.0% | -18.9% | 0.001% | |
4/17/2025 | Ritholtz Wealth Management | 62,031 | $1.68M | 0.1% | +2.2% | 0.004% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 29,311 | $795K | 0.0% | +2.5% | 0.002% | |
4/16/2025 | Elevation Point Wealth Partners LLC | 17,495 | $475K | 0.0% | -4.7% | 0.001% | |
4/15/2025 | Fifth Third Bancorp | 4,960 | $135K | 0.0% | -18.0% | 0.000% | |
4/15/2025 | Baker Ellis Asset Management LLC | 10,050 | $273K | 0.0% | -28.5% | 0.001% | |
4/15/2025 | GAMMA Investing LLC | 5,232 | $142K | 0.0% | +51.7% | 0.000% | |
4/14/2025 | Yousif Capital Management LLC | 15,039 | $408K | 0.0% | -43.9% | 0.001% | |
4/14/2025 | Bruce G. Allen Investments LLC | 6,232 | $169K | 0.1% | +9.7% | 0.000% | |
4/14/2025 | Farther Finance Advisors LLC | 2,815 | $75K | 0.0% | +50.7% | 0.000% | |
4/14/2025 | Park Avenue Securities LLC | 14,459 | $392K | 0.0% | +4.9% | 0.001% | |
4/14/2025 | OLD National Bancorp IN | 7,806 | $212K | 0.0% | -36.2% | 0.001% | |
4/11/2025 | Harrington Investments INC | 36,590 | $993K | 0.6% | -8.3% | 0.002% | |
4/10/2025 | Gilman Hill Asset Management LLC | 176,950 | $4.80M | 0.8% | +5.9% | 0.011% | |
4/9/2025 | NBC Securities Inc. | 17,193 | $466K | 0.0% | +132,153.8% | 0.001% | |
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 |
4/9/2025 | Legacy Wealth Asset Management LLC | 70,145 | $1.90M | 0.5% | +11.2% | 0.004% | |
4/8/2025 | Rhumbline Advisers | 34,404 | $933K | 0.0% | -15.6% | 0.002% | |
4/8/2025 | Investors Research Corp | 28,533 | $774K | 0.2% | +4.4% | 0.002% | |
4/8/2025 | BTC Capital Management Inc. | 43,890 | $1.19M | 0.1% | -3.6% | 0.003% | |
4/8/2025 | Rothschild Investment LLC | 1,245 | $34K | 0.0% | +50.4% | 0.000% | |
4/7/2025 | Summit Global Investments | 31,945 | $867K | 0.1% | -70.8% | 0.002% | |
4/7/2025 | GAMMA Investing LLC | 141,944 | $38.51M | 0.0% | +4,016.7% | 0.009% | |
4/3/2025 | Central Pacific Bank Trust Division | 6,700 | $182K | 0.0% | -6.9% | 0.000% | |
4/3/2025 | Versant Capital Management Inc | 11,702 | $317K | 0.1% | +10,836.4% | 0.001% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 28,598 | $816K | 0.0% | +146.3% | 0.002% | |
2/20/2025 | Forum Financial Management LP | 54,016 | $1.54M | 0.0% | +21.5% | 0.003% | |
2/18/2025 | Vise Technologies Inc. | 38,252 | $1.09M | 0.1% | +9.9% | 0.002% | |
2/17/2025 | Waverly Advisors LLC | 10,130 | $289K | 0.0% | N/A | 0.001% | |
2/17/2025 | Vident Advisory LLC | 13,681 | $391K | 0.0% | -26.8% | 0.001% | |
2/17/2025 | Tiger Pacific Capital LP | 288,100 | $8.23M | 2.2% | N/A | 0.018% | |
2/17/2025 | Quantinno Capital Management LP | 212,443 | $6.07M | 0.1% | +15.2% | 0.014% | |
2/17/2025 | McGowan Group Asset Management Inc. | 10,727 | $306K | 0.0% | -4.6% | 0.001% | |
2/17/2025 | Millennium Management LLC | 242,161 | $6.91M | 0.0% | -72.7% | 0.016% | |
2/17/2025 | LMR Partners LLP | 225,000 | $6.42M | 0.1% | +2,077.5% | 0.014% | |
2/17/2025 | Logan Capital Management Inc. | 119,643 | $3.42M | 0.1% | +29.6% | 0.008% | |
2/17/2025 | Laird Norton Wetherby Wealth Management LLC | 14,456 | $413K | 0.0% | -36.5% | 0.001% | |
2/17/2025 | Graham Capital Management L.P. | 70,661 | $2.02M | 0.0% | -11.1% | 0.005% | |
2/17/2025 | Focus Partners Wealth | 7,168 | $207K | 0.0% | N/A | 0.000% | |
2/17/2025 | Ethic Inc. | 151,372 | $4.32M | 0.1% | -20.1% | 0.010% | |
2/17/2025 | Cresset Asset Management LLC | 19,471 | $556K | 0.0% | -69.6% | 0.001% | |
2/17/2025 | Cetera Investment Advisers | 29,977 | $856K | 0.0% | -49.4% | 0.002% | |
2/17/2025 | Captrust Financial Advisors | 24,633 | $703K | 0.0% | -33.6% | 0.002% | |
2/17/2025 | Balyasny Asset Management L.P. | 70,107 | $2.00M | 0.0% | N/A | 0.004% | |
2/17/2025 | Baird Financial Group Inc. | 123,262 | $3.52M | 0.0% | +32.3% | 0.008% | |
2/17/2025 | Bank of America Corp DE | 1,255,537 | $35.85M | 0.0% | +6.9% | 0.080% | |
2/17/2025 | BNP Paribas Financial Markets | 6,549 | $187K | 0.0% | +160.9% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 57,615 | $1.65M | 0.0% | -13.6% | 0.004% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 103,098 | $2.94M | 0.0% | -43.9% | 0.007% | |
2/14/2025 | Westbourne Investments Inc. | 14,700 | $420K | 0.2% | N/A | 0.001% | |
2/14/2025 | Schonfeld Strategic Advisors LLC | 43,006 | $1.23M | 0.0% | N/A | 0.003% | |
2/14/2025 | Lido Advisors LLC | 18,743 | $535K | 0.0% | +2.1% | 0.001% | |
2/14/2025 | Northern Trust Corp | 1,099,698 | $31.40M | 0.0% | +69.9% | 0.070% | |
2/14/2025 | Earnest Partners LLC | 40,985 | $1.17M | 0.0% | -1.1% | 0.003% | |
2/14/2025 | Aquatic Capital Management LLC | 21,024 | $600K | 0.0% | -44.1% | 0.001% | |
2/14/2025 | Integrated Wealth Concepts LLC | 8,084 | $231K | 0.0% | -26.9% | 0.001% | |
2/14/2025 | SIH Partners LLLP | 26,384 | $753K | 0.0% | N/A | 0.002% | |
2/14/2025 | Stifel Financial Corp | 97,979 | $2.80M | 0.0% | +3.1% | 0.006% | |
2/14/2025 | Tower Research Capital LLC TRC | 3,462 | $99K | 0.0% | -71.9% | 0.000% | |
2/14/2025 | MML Investors Services LLC | 57,822 | $1.65M | 0.0% | -4.2% | 0.004% | |
2/14/2025 | Dimensional Fund Advisors LP | 1,679,363 | $47.95M | 0.0% | -0.2% | 0.108% | |
2/14/2025 | First Trust Advisors LP | 1,594,299 | $45.52M | 0.0% | +11.0% | 0.102% | |
2/14/2025 | Forum Financial Management LP | 54,016 | $1.54M | 0.0% | +21.5% | 0.003% | |
2/14/2025 | Cadence Bank | 109,452 | $3.13M | 0.2% | -6.3% | 0.007% | |
2/13/2025 | CANADA LIFE ASSURANCE Co | 24,592 | $702K | 0.0% | +102.1% | 0.002% | |
2/13/2025 | Advisory Research Inc. | 129,673 | $3.70M | 0.6% | -11.3% | 0.008% | |
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 |
2/13/2025 | Marshall Wace LLP | 138,312 | $3.95M | 0.0% | N/A | 0.009% | |
2/13/2025 | NewEdge Advisors LLC | 18,791 | $536K | 0.0% | +14.4% | 0.001% | |
2/13/2025 | United Capital Financial Advisors LLC | 15,850 | $453K | 0.0% | -13.6% | 0.001% | |
2/13/2025 | Dodge & Cox | 22,074,900 | $630.24M | 0.4% | 0.0% | 1.414% | |
2/13/2025 | M Holdings Securities Inc. | 14,726 | $420K | 0.1% | N/A | 0.001% | |
2/13/2025 | Mariner LLC | 76,414 | $2.18M | 0.0% | -15.3% | 0.005% | |
2/13/2025 | Trustmark National Bank Trust Department | 14,814 | $423K | 0.0% | -62.0% | 0.001% | |
2/13/2025 | Hudson Portfolio Management LLC | 50,935 | $1.45M | 1.4% | -3.3% | 0.003% | |
2/13/2025 | Townsquare Capital LLC | 27,088 | $773K | 0.0% | +64.6% | 0.002% | |
2/13/2025 | Rockefeller Capital Management L.P. | 11,672 | $334K | 0.0% | -13.6% | 0.001% | |