5/1/2025 | Xponance Inc. | 136,960 | $15.31M | 0.1% | +0.4% | 0.015% | |
5/1/2025 | Kesler Norman & Wride LLC | 4,854 | $543K | 0.1% | -13.4% | 0.001% | |
5/1/2025 | Fidelis Capital Partners LLC | 9,256 | $946K | 0.1% | -2.8% | 0.001% | |
4/30/2025 | State of Michigan Retirement System | 251,467 | $28.11M | 0.2% | +0.0% | 0.027% | |
4/30/2025 | Cerity Partners LLC | 202,671 | $22.66M | 0.0% | +2.1% | 0.022% | |
4/30/2025 | DMC Group LLC | 1,808 | $202K | 0.2% | -47.9% | 0.000% | |
4/30/2025 | Code Waechter LLC | 3,196 | $357K | 0.3% | N/A | 0.000% | |
4/30/2025 | Alps Advisors Inc. | 3,809 | $426K | 0.0% | +87.3% | 0.000% | |
4/30/2025 | Allworth Financial LP | 142,091 | $14.69M | 0.1% | +5.9% | 0.015% | |
4/30/2025 | MainStreet Investment Advisors LLC | 5,208 | $582K | 0.1% | +16.4% | 0.001% | |
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4/30/2025 | Quotient Wealth Partners LLC | 3,504 | $392K | 0.0% | +55.1% | 0.000% | |
4/30/2025 | Bridges Investment Management Inc. | 134,607 | $15.05M | 0.2% | +0.3% | 0.015% | |
4/30/2025 | Nisa Investment Advisors LLC | 448,894 | $50.18M | 0.3% | -7.6% | 0.048% | |
4/30/2025 | Alpha Financial Partners LLC | 2,041 | $228K | 0.2% | -11.8% | 0.000% | |
4/30/2025 | New Mexico Educational Retirement Board | 43,327 | $4.84M | 0.2% | -1.8% | 0.005% | |
4/30/2025 | Rehmann Capital Advisory Group | 2,551 | $285K | 0.0% | +23.2% | 0.000% | |
4/30/2025 | Cornerstone Planning Group LLC | 391 | $44K | 0.0% | +63.6% | 0.000% | |
4/30/2025 | GFG Capital LLC | 2,427 | $271K | 0.1% | -10.5% | 0.000% | |
4/30/2025 | Greenleaf Trust | 21,161 | $2.37M | 0.0% | +9.1% | 0.002% | |
4/30/2025 | DekaBank Deutsche Girozentrale | 1,220,520 | $134.77M | 0.3% | +1.7% | 0.132% | |
4/30/2025 | AlphaStar Capital Management LLC | 5,804 | $649K | 0.1% | -4.9% | 0.001% | |
4/30/2025 | Valeo Financial Advisors LLC | 3,875,386 | $433.23M | 10.4% | +282.5% | 0.418% | |
4/30/2025 | Stratos Wealth Partners LTD. | 13,585 | $1.52M | 0.0% | -14.8% | 0.001% | |
4/30/2025 | Liberty One Investment Management LLC | 43,537 | $4.87M | 0.5% | +10.4% | 0.005% | |
4/30/2025 | Sigma Investment Counselors Inc. | 28,396 | $3.17M | 0.2% | -3.7% | 0.003% | |
4/30/2025 | Brown Advisory Inc. | 104,861 | $11.72M | 0.0% | +5.7% | 0.011% | |
4/30/2025 | Ninety One SA PTY Ltd | 2,462 | $274K | 0.1% | -50.7% | 0.000% | |
4/30/2025 | Beverly Hills Private Wealth LLC | 13,287 | $1.49M | 0.3% | -2.4% | 0.001% | |
4/30/2025 | Crossmark Global Holdings Inc. | 41,501 | $4.64M | 0.1% | -3.5% | 0.004% | |
4/30/2025 | Washington Trust Bank | 48,427 | $5.41M | 0.5% | +2.6% | 0.005% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 22,990 | $2.57M | 0.1% | +61.8% | 0.002% | |
4/29/2025 | Richard Bernstein Advisors LLC | 20,142 | $2.25M | 0.1% | -3.7% | 0.002% | |
4/29/2025 | Financial Counselors Inc. | 135,311 | $15.13M | 0.2% | +16.4% | 0.015% | |
4/29/2025 | Raleigh Capital Management Inc. | 14,985 | $1.68M | 0.8% | -0.9% | 0.002% | |
4/29/2025 | YANKCOM Partnership | 8,096 | $905K | 0.5% | +4.5% | 0.001% | |
4/29/2025 | Callan Capital LLC | 1,804 | $202K | 0.0% | N/A | 0.000% | |
4/29/2025 | TD Private Client Wealth LLC | 85,435 | $9.55M | 0.3% | +25.7% | 0.009% | |
4/29/2025 | Envestnet Asset Management Inc. | 3,466,322 | $387.50M | 0.1% | +31.9% | 0.374% | |
4/29/2025 | Penserra Capital Management LLC | 4,536 | $506K | 0.0% | -32.0% | 0.000% | |
4/29/2025 | Chilton Capital Management LLC | 189,924 | $21.23M | 0.9% | -3.9% | 0.020% | |
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad) I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history.
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4/29/2025 | Rice Partnership LLC | 6,992 | $782K | 0.2% | -27.1% | 0.001% | |
4/29/2025 | Argentarii LLC | 6,006 | $671K | 0.3% | -5.2% | 0.001% | |
4/29/2025 | McGlone Suttner Wealth Management Inc. | 5,157 | $577K | 0.1% | +97.7% | 0.001% | |
4/29/2025 | Concurrent Investment Advisors LLC | 29,571 | $3.31M | 0.1% | +93.8% | 0.003% | |
4/29/2025 | HM Payson & Co. | 2,557 | $286K | 0.0% | +328.3% | 0.000% | |
4/29/2025 | Bank of New York Mellon Corp | 5,878,084 | $657.11M | 0.1% | -1.6% | 0.634% | |
4/29/2025 | World Investment Advisors | 12,988 | $1.45M | 0.0% | +16.9% | 0.001% | |
4/29/2025 | Wayfinding Financial LLC | 1,294 | $144K | 0.1% | N/A | 0.000% | |
4/29/2025 | Olde Wealth Management LLC | 385 | $43K | 0.0% | N/A | 0.000% | |
4/29/2025 | Truist Financial Corp | 297,270 | $33.23M | 0.1% | +9.3% | 0.032% | |
4/29/2025 | Groesbeck Investment Management Corp NJ | 1,880 | $210K | 0.3% | -23.7% | 0.000% | |
4/29/2025 | Impax Asset Management Group plc | 249,265 | $27.87M | 0.2% | -22.8% | 0.027% | |
4/29/2025 | Strategic Blueprint LLC | 1,876 | $210K | 0.0% | N/A | 0.000% | |
4/29/2025 | Kintegral Advisory LLC | 13,057 | $1.46M | 0.2% | -32.9% | 0.001% | |
4/29/2025 | Global Wealth Management Investment Advisory Inc. | 5,944 | $665K | 0.1% | +7.4% | 0.001% | |
4/29/2025 | Huntleigh Advisors Inc. | 1,878 | $210K | 0.0% | N/A | 0.000% | |
4/29/2025 | Pacific Heights Asset Management LLC | 175,000 | $19.56M | 1.3% | +40.0% | 0.019% | |
4/29/2025 | IFM Investors Pty Ltd | 402,688 | $45.02M | 0.4% | +4.4% | 0.043% | |
4/29/2025 | GF Fund Management CO. LTD. | 17,542 | $1.96M | 0.0% | +4.3% | 0.002% | |
4/29/2025 | Calamos Wealth Management LLC | 107,187 | $11.98M | 0.6% | +1.7% | 0.012% | |
4/29/2025 | Calamos Advisors LLC | 203,100 | $22.71M | 0.1% | +1.1% | 0.022% | |
4/29/2025 | Moody Aldrich Partners LLC | 2,581 | $289K | 0.1% | N/A | 0.000% | |
4/29/2025 | Davidson Trust Co. | 5,085 | $568K | 0.3% | N/A | 0.001% | |
4/29/2025 | Checchi Capital Advisers LLC | 18,882 | $2.11M | 0.1% | +19.2% | 0.002% | |
4/28/2025 | TKG Advisors LLC | 9,149 | $1.02M | 0.5% | -54.9% | 0.001% | |
4/28/2025 | D.A. Davidson & CO. | 186,748 | $20.88M | 0.2% | +109.9% | 0.020% | |
4/28/2025 | Principal Financial Group Inc. | 11,779,016 | $1.32B | 0.7% | -0.8% | 1.271% | |
4/28/2025 | Oregon Public Employees Retirement Fund | 79,622 | $8.90M | 0.2% | +0.3% | 0.009% | |
4/28/2025 | Teacher Retirement System of Texas | 178,380 | $19.94M | 0.1% | +226.6% | 0.019% | |
4/28/2025 | Novem Group | 32,906 | $3.68M | 0.5% | +6.9% | 0.004% | |
4/28/2025 | Private Trust Co. NA | 3,947 | $441K | 0.0% | -5.7% | 0.000% | |
4/28/2025 | Arlington Trust Co LLC | 2,663 | $298K | 0.1% | +12.7% | 0.000% | |
4/28/2025 | Alley Investment Management Company LLC | 108,335 | $12.11M | 1.5% | +102.8% | 0.012% | |
4/28/2025 | Pinnacle Financial Partners Inc | 2,081 | $233K | 0.0% | N/A | 0.000% | |
4/28/2025 | First Bank & Trust | 19,739 | $2.21M | 0.4% | +22.1% | 0.002% | |
4/28/2025 | Coastline Trust Co | 3,484 | $389K | 0.0% | +1,118.2% | 0.000% | |
4/28/2025 | NovaPoint Capital LLC | 7,469 | $835K | 0.3% | -3.4% | 0.001% | |
4/28/2025 | Klingenstein Fields & Co. LP | 190,756 | $21.33M | 0.9% | +0.6% | 0.021% | |
4/28/2025 | Arbor Capital Management Inc. ADV | 12,260 | $1.36M | 1.3% | +3.6% | 0.001% | |
4/28/2025 | Keybank National Association OH | 70,939 | $7.93M | 0.0% | -9.7% | 0.008% | |
4/28/2025 | DAVENPORT & Co LLC | 34,877 | $3.90M | 0.0% | +22.6% | 0.004% | |
4/28/2025 | Summit Trail Advisors LLC | 12,159 | $1.36M | 0.0% | +6.9% | 0.001% | |
4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 297,426 | $33.25M | 0.3% | +2.2% | 0.032% | |
4/28/2025 | Clear Creek Financial Management LLC | 2,804 | $313K | 0.0% | +20.5% | 0.000% | |
4/28/2025 | Cidel Asset Management Inc. | 1,848 | $207K | 0.0% | N/A | 0.000% | |
4/28/2025 | RKL Wealth Management LLC | 12,473 | $1.39M | 0.1% | N/A | 0.001% | |
4/28/2025 | Vontobel Holding Ltd. | 110,822 | $12.39M | 0.0% | -16.6% | 0.012% | |
4/25/2025 | Mather Group LLC. | 5,396 | $603K | 0.0% | +2.6% | 0.001% | |
4/25/2025 | Alta Advisers Ltd | 4,559 | $510K | 0.2% | +49.0% | 0.000% | |
4/25/2025 | Hixon Zuercher LLC | 19,370 | $2.17M | 0.8% | +26.8% | 0.002% | |
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 |
4/25/2025 | Smith Salley Wealth Management | 9,073 | $1.01M | 0.1% | +1.6% | 0.001% | |
4/25/2025 | J.Safra Asset Management Corp | 1,507 | $168K | 0.0% | +169.6% | 0.000% | |
4/25/2025 | G&S Capital LLC | 10,456 | $1.17M | 0.5% | -56.4% | 0.001% | |
4/25/2025 | Essex LLC | 2,215 | $248K | 0.1% | N/A | 0.000% | |
4/25/2025 | Red Door Wealth Management LLC | 42,892 | $4.80M | 0.7% | +13.4% | 0.005% | |
4/25/2025 | Spinnaker Trust | 48,472 | $5.42M | 0.4% | -2.4% | 0.005% | |
4/25/2025 | WASHINGTON TRUST Co | 1,215 | $136K | 0.0% | +85.2% | 0.000% | |
4/25/2025 | Canandaigua National Bank & Trust Co. | 9,066 | $1.01M | 0.1% | -8.5% | 0.001% | |
4/25/2025 | Washington Trust Advisors Inc. | 6,869 | $768K | 0.1% | -3.4% | 0.001% | |
4/25/2025 | New York State Teachers Retirement System | 695,703 | $77.77M | 0.2% | -7.4% | 0.075% | |