5/1/2025 | Bleakley Financial Group LLC | 15,580 | $1.49M | 0.0% | -13.5% | 0.001% | |
5/1/2025 | Corrado Advisors LLC | 13,400 | $1.28M | 0.9% | -1.4% | 0.001% | |
5/1/2025 | Zullo Investment Group Inc. | 9,131 | $872K | 0.4% | -1.8% | 0.001% | |
5/1/2025 | Left Brain Wealth Management LLC | 38,698 | $3.70M | 1.6% | +16.8% | 0.003% | |
5/1/2025 | LRI Investments LLC | 1,185 | $113K | 0.0% | +33.3% | 0.000% | |
5/1/2025 | Marks Group Wealth Management Inc | 5,952 | $568K | 0.1% | -26.6% | 0.000% | |
5/1/2025 | CWM LLC | 12,901 | $1.23M | 0.0% | -1.2% | 0.001% | |
5/1/2025 | Greatmark Investment Partners Inc. | 3,125 | $298K | 0.0% | N/A | 0.000% | |
5/1/2025 | Pittenger & Anderson Inc. | 54,394 | $5.19M | 0.2% | +4.7% | 0.004% | |
5/1/2025 | Rainey & Randall Wealth Advisors Inc. | 3,097 | $296K | 0.1% | N/A | 0.000% | |
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5/1/2025 | Fulton Breakefield Broenniman LLC | 6,422 | $613K | 0.0% | N/A | 0.000% | |
5/1/2025 | Stephens Inc. AR | 46,099 | $4.40M | 0.1% | -4.1% | 0.004% | |
5/1/2025 | Schechter Investment Advisors LLC | 21,273 | $2.03M | 0.2% | +2.3% | 0.002% | |
5/1/2025 | New York State Common Retirement Fund | 328,107 | $31.33M | 0.0% | +2.5% | 0.025% | |
5/1/2025 | Platform Technology Partners | 3,923 | $375K | 0.1% | -13.5% | 0.000% | |
5/1/2025 | BankPlus Trust Department | 799 | $76K | 0.0% | N/A | 0.000% | |
5/1/2025 | Realta Investment Advisors | 4,765 | $455K | 0.2% | -2.5% | 0.000% | |
5/1/2025 | Kathmere Capital Management LLC | 3,499 | $334K | 0.0% | +25.6% | 0.000% | |
5/1/2025 | B & T Capital Management DBA Alpha Capital Management | 30,993 | $2.96M | 0.6% | -0.6% | 0.002% | |
5/1/2025 | Cromwell Holdings LLC | 2,054 | $196K | 0.1% | -15.9% | 0.000% | |
5/1/2025 | SteelPeak Wealth LLC | 46,303 | $4.42M | 0.2% | +10.8% | 0.004% | |
5/1/2025 | Diversify Wealth Management LLC | 45,315 | $4.48M | 0.3% | -30.2% | 0.003% | |
4/30/2025 | Clarity Wealth Advisors LLC | 4,335 | $414K | 0.1% | -18.7% | 0.000% | |
4/30/2025 | Genus Capital Management Inc. | 134,805 | $12.82M | 1.9% | -199.9% | 0.010% | |
4/30/2025 | State of Michigan Retirement System | 117,200 | $11.18M | 0.1% | -15.5% | 0.009% | |
4/30/2025 | Cerity Partners LLC | 97,945 | $9.35M | 0.0% | +7.1% | 0.008% | |
4/30/2025 | Alan B Lancz & Associates Inc. | 8,350 | $797K | 0.8% | +56.1% | 0.001% | |
4/30/2025 | DMC Group LLC | 11,917 | $1.14M | 0.9% | -11.1% | 0.001% | |
4/30/2025 | Correct Capital Wealth Management | 9,276 | $886K | 0.1% | +34.6% | 0.001% | |
4/30/2025 | Alps Advisors Inc. | 26,733 | $2.55M | 0.0% | +10.5% | 0.002% | |
4/30/2025 | Allworth Financial LP | 13,448 | $1.28M | 0.0% | -10.4% | 0.001% | |
4/30/2025 | Steadview Capital Management LLC | 420,859 | $40.18M | 8.7% | -6.9% | 0.033% | |
4/30/2025 | Quotient Wealth Partners LLC | 2,128 | $203K | 0.0% | N/A | 0.000% | |
4/30/2025 | Moloney Securities Asset Management LLC | 40,481 | $3.87M | 0.5% | -9.1% | 0.003% | |
4/30/2025 | Axxcess Wealth Management LLC | 15,388 | $1.47M | 0.0% | +17.3% | 0.001% | |
4/30/2025 | Rehmann Capital Advisory Group | 3,111 | $297K | 0.0% | +33.5% | 0.000% | |
4/30/2025 | GFG Capital LLC | 5,985 | $571K | 0.2% | -15.5% | 0.000% | |
4/30/2025 | Principal Securities Inc. | 15,493 | $1.48M | 0.0% | +15.6% | 0.001% | |
4/30/2025 | Greenleaf Trust | 4,146 | $396K | 0.0% | +5.3% | 0.000% | |
4/30/2025 | Optimum Investment Advisors | 4,780 | $456K | 0.2% | +5.1% | 0.000% | |
Silicon Valley Gold Rush (Ad) A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.”
Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free. Gates and Altman are betting big—see why |
4/30/2025 | DekaBank Deutsche Girozentrale | 523,257 | $48.61M | 0.1% | -0.3% | 0.040% | |
4/30/2025 | Personal CFO Solutions LLC | 17,653 | $1.69M | 0.3% | -8.7% | 0.001% | |
4/30/2025 | Valeo Financial Advisors LLC | 19,717 | $1.88M | 0.0% | -1.8% | 0.002% | |
4/30/2025 | M&T Bank Corp | 55,406 | $5.29M | 0.0% | +32.5% | 0.004% | |
4/30/2025 | Stratos Wealth Partners LTD. | 18,460 | $1.76M | 0.0% | -22.5% | 0.001% | |
4/30/2025 | May Hill Capital LLC | 2,942 | $281K | 0.1% | -3.8% | 0.000% | |
4/30/2025 | Brown Advisory Inc. | 39,045 | $3.73M | 0.0% | -31.8% | 0.003% | |
4/30/2025 | Highview Capital Management LLC DE | 17,491 | $1.67M | 0.7% | +65.8% | 0.001% | |
4/30/2025 | China Universal Asset Management Co. Ltd. | 17,500 | $1.67M | 0.2% | -31.4% | 0.001% | |
4/30/2025 | Alpha Cubed Investments LLC | 26,660 | $2.55M | 0.1% | +178.8% | 0.002% | |
4/30/2025 | Horst & Graben Wealth Management LLC | 7,735 | $739K | 0.1% | +11.8% | 0.001% | |
4/30/2025 | Jessup Wealth Management Inc | 62,796 | $6.00M | 2.5% | N/A | 0.005% | |
4/30/2025 | EULAV Asset Management | 95,000 | $9.07M | 0.2% | -9.5% | 0.007% | |
4/30/2025 | Interchange Capital Partners LLC | 13,167 | $1.26M | 0.4% | -4.6% | 0.001% | |
4/30/2025 | Crossmark Global Holdings Inc. | 40,038 | $3.82M | 0.1% | -3.1% | 0.003% | |
4/30/2025 | Fullcircle Wealth LLC | 4,240 | $418K | 0.2% | +2.7% | 0.000% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 4,045 | $386K | 0.0% | -29.3% | 0.000% | |
4/29/2025 | Financial Counselors Inc. | 64,058 | $6.12M | 0.1% | -10.4% | 0.005% | |
4/29/2025 | Callan Capital LLC | 6,018 | $575K | 0.0% | +25.6% | 0.000% | |
4/29/2025 | TD Private Client Wealth LLC | 17,392 | $1.66M | 0.0% | +6.8% | 0.001% | |
4/29/2025 | BOCHK Asset Management Ltd | 99,100 | $9.46M | 5.3% | -24.6% | 0.008% | |
4/29/2025 | Capital Advisors Inc. OK | 9,184 | $877K | 0.0% | +2.8% | 0.001% | |
4/29/2025 | Envestnet Asset Management Inc. | 2,024,792 | $193.32M | 0.1% | -1.9% | 0.156% | |
4/29/2025 | Penserra Capital Management LLC | 16,121 | $1.54M | 0.0% | -7.2% | 0.001% | |
4/29/2025 | Pure Portfolios Holdings LLC | 2,102 | $201K | 0.1% | N/A | 0.000% | |
4/29/2025 | Cloud Capital Management LLC | 910 | $86K | 0.1% | N/A | 0.000% | |
4/29/2025 | Compass Wealth Management LLC | 1,950 | $186K | 0.0% | -35.0% | 0.000% | |
4/29/2025 | Acorn Financial Advisory Services Inc. ADV | 25,814 | $2.47M | 0.4% | -2.1% | 0.002% | |
4/29/2025 | Concurrent Investment Advisors LLC | 13,804 | $1.32M | 0.0% | +15.8% | 0.001% | |
4/29/2025 | Simmons Bank | 2,605 | $249K | 0.0% | -6.1% | 0.000% | |
4/29/2025 | World Investment Advisors | 23,020 | $2.20M | 0.1% | +2.0% | 0.002% | |
4/29/2025 | von Borstel & Associates Inc. | 1,734 | $165K | 0.0% | N/A | 0.000% | |
4/29/2025 | Olde Wealth Management LLC | 987 | $94K | 0.0% | N/A | 0.000% | |
4/29/2025 | Truist Financial Corp | 367,147 | $35.06M | 0.1% | -5.7% | 0.028% | |
4/29/2025 | Capital Investment Advisory Services LLC | 5,243 | $501K | 0.0% | +13.5% | 0.000% | |
4/29/2025 | Strategic Blueprint LLC | 5,549 | $530K | 0.0% | -13.1% | 0.000% | |
4/29/2025 | Catalyst Capital Advisors LLC | 20,925 | $2.00M | 0.0% | N/A | 0.002% | |
4/29/2025 | Global Wealth Management Investment Advisory Inc. | 18,178 | $1.74M | 0.3% | +5.9% | 0.001% | |
4/29/2025 | Nichols & Pratt Advisers LLP MA | 4,668 | $446K | 0.0% | -28.2% | 0.000% | |
4/29/2025 | Huntleigh Advisors Inc. | 16,855 | $1.61M | 0.3% | -3.2% | 0.001% | |
4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 664 | $63K | 0.0% | -22.4% | 0.000% | |
4/29/2025 | OneDigital Investment Advisors LLC | 17,260 | $1.65M | 0.0% | -3.2% | 0.001% | |
4/29/2025 | Hartline Investment Corp | 37,177 | $3.55M | 0.5% | -39.5% | 0.003% | |
4/29/2025 | Calamos Wealth Management LLC | 25,204 | $2.40M | 0.1% | +22.8% | 0.002% | |
4/29/2025 | Checchi Capital Advisers LLC | 5,129 | $490K | 0.0% | +2.9% | 0.000% | |
4/28/2025 | Mountain Capital Investment Advisors Inc. | 2,263 | $215K | 0.0% | +7.3% | 0.000% | |
4/28/2025 | D.A. Davidson & CO. | 79,279 | $7.57M | 0.1% | +2.3% | 0.006% | |
4/28/2025 | Principal Financial Group Inc. | 243,316 | $23.22M | 0.0% | +517.6% | 0.019% | |
4/28/2025 | Xcel Wealth Management LLC | 6,364 | $608K | 0.2% | -17.3% | 0.000% | |
4/28/2025 | Mutual Advisors LLC | 23,086 | $2.24M | 0.1% | -1.0% | 0.002% | |
Silicon Valley Gold Rush (Ad) A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.”
Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free. Gates and Altman are betting big—see why |
4/28/2025 | Clarity Capital Partners LLC | 2,312 | $224K | 0.1% | N/A | 0.000% | |
4/28/2025 | Resonant Capital Advisors LLC | 3,216 | $307K | 0.0% | +4.8% | 0.000% | |
4/28/2025 | Cannon Global Investment Management LLC | 10,100 | $964K | 1.7% | N/A | 0.001% | |
4/28/2025 | Vishria Bird Financial Group LLC | 2,710 | $259K | 0.1% | N/A | 0.000% | |
4/28/2025 | Pinnacle Financial Partners Inc | 3,233 | $320K | 0.0% | +4.0% | 0.000% | |
4/28/2025 | Keybank National Association OH | 20,378 | $1.95M | 0.0% | -11.3% | 0.002% | |
4/28/2025 | DAVENPORT & Co LLC | 23,847 | $2.28M | 0.0% | -19.7% | 0.002% | |
4/28/2025 | Clear Creek Financial Management LLC | 6,060 | $579K | 0.1% | -3.2% | 0.000% | |
4/28/2025 | BLB&B Advisors LLC | 10,100 | $964K | 0.0% | +3.3% | 0.001% | |
4/28/2025 | Vontobel Holding Ltd. | 58,222 | $5.63M | 0.0% | +269.7% | 0.004% | |